Unum GroupUNM
13F holders, Q4 2025 (December 31)699holders +26
76new positions
67sold out
9famous investors
$77.46avg. 13F price*
At the end of Q4 2025, 699 institutions reported holding Unum Group (UNM) in their 13F filings, up 26 from Q3 2025. 76 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($1.3B) and Norges Bank ($1.1B). 9 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $192.3M |
| Exits | 67 | $127.8M |
All 13F filers, Q3 2025 → Q4 2025: 10,407,454 shares bought and 11,830,703 shares sold, net −1,423,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 699 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.6% | 18,174,771 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -2.1% | 17,047,275 | $1.3B |
| Norges Bank | 0.12% | — | 14,308,628 | $1.1B |
| FMR LLC | 0.03% | Add +3.6% | 7,431,736 | $576.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.5% | 5,653,246 | $438.1M |
| State Street Corp. | 0.01% | Reduce -3.2% | 5,330,104 | $413.1M |
| First Trust Advisors LP | 0.26% | Reduce -18.4% | 4,681,079 | $362.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.4% | 3,791,712 | $293.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -3.4% | 3,272,028 | $253.6M |
| Morgan Stanley | 0.02% | Reduce -3.8% | 3,259,970 | $252.6M |
| LSV Asset Management | 0.45% | Reduce -2.5% | 2,665,606 | $206.6M |
| AQR Capital Management | 0.09% | Reduce -7.9% | 2,153,499 | $166.9M |
| Victory Capital Management Inc. | 0.08% | Reduce -17.4% | 1,797,305 | $139.3M |
| Northern Trust Corp. | 0.02% | Reduce -2.9% | 1,705,116 | $132.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.7% | 1,669,079 | $129.4M |
| Invesco Ltd. | 0.01% | Reduce -1.3% | 1,647,035 | $127.6M |
| Woodline Partners LP | 0.42% | Add +112.4% | 1,412,830 | $109.5M |
| UBS Group AG | 0.02% | Add +5.3% | 1,356,916 | $105.2M |
| Donald Smith & Co., Inc. | 1.91% | Reduce -26.1% | 1,315,212 | $101.9M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +4.2% | 1,250,000 | $96.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.4% | 1,247,189 | $96.7M |
| Allianz Asset Management GmbH | 0.10% | Reduce -54.1% | 1,154,762 | $89.5M |
| Royal Bank of Canada | 0.02% | Add +5.2% | 1,129,842 | $87.6M |
| Nuveen, LLC | 0.02% | Reduce -4.4% | 1,116,877 | $86.6M |
| Nordea Investment Management AB | 0.07% | Reduce -24.1% | 1,078,811 | $83.9M |
| Millennium Management | 0.06% | Reduce -7.6% | 984,384 | $76.3M |
| Alyeska Investment Group, L.P. | 0.20% | Add +365.3% | 930,534 | $72.1M |
| Qube Research & Technologies Ltd | 0.09% | New | 800,762 | $62.1M |
| Point72 Asset Management | 0.10% | Add +2297.0% | 767,720 | $59.5M |
| Zurich Insurance Group Ltd | 0.41% | New | 759,490 | $58.9M |
| Balyasny Asset Management L.P. | 0.11% | Add +20.1% | 700,748 | $54.3M |
| Algebris (uk) Ltd. | 4.36% | Add +79.7% | 699,806 | $54.3M |
| Quantinno Capital Management LP | 0.10% | Add +48.5% | 658,212 | $51.0M |
| Squarepoint Ops LLC | 0.10% | Add +89.3% | 642,331 | $49.8M |
| Caisse de depot et placement du Quebec | 0.08% | Add +20.0% | 621,059 | $48.1M |
| Ensign Peak Advisors, Inc | 0.08% | Reduce -13.1% | 600,257 | $46.5M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -12.3% | 575,063 | $44.4M |
| Marshall Wace, LLP | 0.04% | Add +507.4% | 561,154 | $43.5M |
| Neuberger Berman Group LLC | 0.03% | Add +15.5% | 559,657 | $43.4M |
| Sei Investments Co. | 0.04% | Add +11.3% | 554,012 | $42.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -10.6% | 548,703 | $42.5M |
| D. E. Shaw & Co. | 0.03% | Add +635.2% | 542,982 | $42.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +88.0% | 540,144 | $42.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 540,839 | $41.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +103.0% | 521,352 | $40.4M |
| Vest Financial, LLC | 0.51% | Reduce -20.5% | 519,374 | $40.3M |
| Two Sigma Investments, LP | 0.06% | Reduce -41.0% | 509,814 | $39.5M |
| Jane Street Group, LLC | 0.05% | Add +357.6% | 502,756 | $39.0M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 489,580 | $37.9M |
| Grace & White Inc. | 6.84% | Reduce -1.1% | 488,230 | $37.8M |
| Swedbank AB | 0.04% | Add +148.3% | 467,505 | $36.2M |
| California Public Employees Retirement System | 0.02% | Reduce -18.3% | 461,161 | $35.7M |
| Rhumbline Advisers | 0.03% | Reduce -4.3% | 440,236 | $34.1M |
| ProShare Advisors LLC | 0.06% | Reduce -1.0% | 435,201 | $33.7M |
| Wedge Capital Management L L P | 0.60% | Reduce -14.6% | 429,129 | $33.3M |
| Retirement Systems of Alabama | 0.10% | Reduce -1.1% | 409,759 | $31.8M |
| Gillson Capital LP | 1.84% | Add +47.4% | 362,600 | $28.1M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +0.3% | 358,829 | $27.8M |
| Franklin Resources Inc. | 0.01% | Reduce -6.9% | 346,790 | $26.9M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -0.5% | 335,376 | $26.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.9% | 331,449 | $25.7M |
| Truist Financial Corp. | 0.03% | Add +0.0% | 326,069 | $25.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -25.4% | 324,856 | $25.2M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 319,000 | $24.7M |
| American Century Companies Inc. | 0.01% | Reduce -41.1% | 308,753 | $23.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.14% | Reduce -5.8% | 308,620 | $23.9M |
| Engineers Gate Manager LP | 0.27% | Add +10463.3% | 292,815 | $22.7M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 291,867 | $22.6M |
| Legal & General Group Plc | 0.00% | Reduce -25.6% | 286,492 | $22.2M |
| Freestone Grove Partners LP | 0.16% | Add +2.1% | 281,531 | $21.8M |
| Storebrand Asset Management As | 0.06% | No change | 276,562 | $21.4M |
| Alliancebernstein L.P. | 0.01% | Add +18.5% | 272,333 | $21.1M |
| HRT Financial LP | 0.06% | Reduce -10.2% | 265,416 | $20.6M |
| Amundi | 0.01% | Add +51.6% | 254,688 | $19.7M |
| Captrust Financial Advisors | 0.04% | Add +0.6% | 254,579 | $19.7M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +69.4% | 246,048 | $19.1M |
| Wellington Management Group LLP | 0.00% | New | 245,994 | $19.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.6% | 245,930 | $19.1M |
| Bridgewater Associates | 0.07% | Reduce -44.6% | 241,414 | $18.7M |
| Citadel Advisors | 0.01% | Add +49.0% | 239,127 | $18.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -9.2% | 234,534 | $18.2M |
| Gateway Investment Advisers LLC | 0.16% | Add +0.8% | 226,093 | $17.5M |
| Man Group plc | 0.03% | Reduce -7.8% | 224,791 | $17.4M |
| Voya Investment Management LLC | 0.02% | Reduce -4.1% | 221,527 | $17.2M |
| Deutsche Bank AG | 0.01% | Add +331.0% | 220,547 | $17.1M |
| Brandywine Global Investment Management, LLC | 0.11% | Add +20.0% | 211,266 | $16.4M |
| Tudor Investment Corporation | 0.09% | Add +38.7% | 203,088 | $15.7M |
| Hudson Bay Capital Management LP | 0.10% | Add +58.6% | 202,991 | $15.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 201,986 | $15.7M |
| McGowan Group Asset Management, Inc. | 1.84% | Reduce -0.2% | 189,347 | $14.7M |
| Stifel Financial Corp. | 0.01% | Reduce -4.2% | 183,679 | $14.2M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 250,712 | $14.0M |
| Barclays PLC | 0.01% | Reduce -46.5% | 180,122 | $14.0M |
| New York State Teachers Retirement System | 0.03% | Reduce -10.0% | 174,638 | $13.5M |
| South Dakota Investment Council | 0.26% | Add +2.6% | 173,957 | $13.5M |
| SG Americas Securities, LLC | 0.02% | Add +1167.7% | 153,696 | $11.9M |
| California State Teachers Retirement System | 0.01% | Reduce -5.8% | 153,587 | $11.9M |
| Interval Partners, LP | 0.28% | Add +113.8% | 153,056 | $11.9M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 146,280 | $11.3M |
| Corient Private Wealth LP | 0.01% | Add +7.1% | 140,209 | $10.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -7.5% | 139,175 | $10.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.8% | 134,758 | $10.4M |
| Vestcor Inc | 0.29% | Reduce -11.3% | 133,192 | $10.3M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -32.1% | 127,546 | $9.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -41.2% | 126,091 | $9.8M |
| Barnett & Company, Inc. | 7.80% | Reduce -2.2% | 125,017 | $9.7M |
| Ibex Wealth Advisors | 0.95% | Reduce -0.8% | 124,602 | $9.7M |
| Foster & Motley Inc. | 0.51% | Reduce -1.8% | 123,275 | $9.6M |
| Algert Global LLC | 0.15% | Add +241.3% | 121,251 | $9.4M |
| Van Eck Associates Corp. | 0.01% | Reduce -2.5% | 120,071 | $9.3M |
| Teacher Retirement System of Texas | 0.03% | Reduce -6.8% | 115,682 | $9.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -13.0% | 115,042 | $8.9M |
| IFG Advisory, LLC | 0.37% | Reduce -0.4% | 108,107 | $8.4M |
| Janus Henderson Group PLC | 0.00% | No change | 107,773 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Add +115.0% | 107,711 | $8.3M |
| Qsemble Capital Management, LP | 0.68% | Add +245.9% | 106,742 | $8.3M |
| Boston Partners | 0.01% | Reduce -12.3% | 104,424 | $8.1M |
| Cerity Partners LLC | 0.01% | Reduce -12.0% | 104,281 | $8.1M |
| Creative Planning | 0.01% | Add +16.0% | 104,213 | $8.1M |
| AlphaCore Capital LLC | 0.18% | Reduce -0.6% | 103,450 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -9.7% | 99,987 | $7.7M |
| New York State Common Retirement Fund | 0.01% | No change | 97,333 | $7.5M |
| US Bancorp \de | 0.01% | Reduce -0.4% | 96,897 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -25.9% | 94,038 | $7.3M |
| Hennessy Advisors Inc. | 0.25% | Reduce -6.1% | 92,600 | $7.2M |
| Intech Investment Management LLC | 0.06% | Reduce -25.6% | 88,678 | $6.9M |
| New Age Alpha Advisors, LLC | 0.29% | Add +6.0% | 85,853 | $6.7M |
| Calydon Capital | 1.12% | Reduce -0.1% | 85,445 | $6.6M |
| BTC Capital Management, Inc. | 0.46% | Add +5.5% | 85,415 | $6.6M |
| CWA Asset Management Group, LLC | 0.24% | Reduce -3.0% | 84,610 | $6.6M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -5.7% | 84,576 | $6.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.25% | No change | 84,200 | $6.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.4% | 82,716 | $6.4M |
| Comerica Bank | 0.03% | Reduce -4.5% | 81,939 | $6.4M |
| NewSquare Capital LLC | 0.54% | Reduce -29.1% | 78,831 | $6.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.5% | 78,814 | $6.1M |
| Voloridge Investment Management, LLC | 0.02% | New | 78,690 | $6.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -10.5% | 77,343 | $6.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -81.6% | 77,338 | $6.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -6.5% | 75,468 | $5.8M |
| Silver Lake Advisory, LLC | 2.24% | Add +1.2% | 74,430 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +11.2% | 72,345 | $5.6M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Reduce -4.2% | 72,162 | $5.6M |
| Burney Co./ | 0.17% | Reduce -3.5% | 71,955 | $5.6M |
| CI Investments Inc. | 0.02% | Reduce -10.8% | 71,655 | $5.6M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 70,828 | $5.5M |
| Viking Fund Management LLC | 0.63% | No change | 70,000 | $5.4M |
| Amalgamated Bank | 0.04% | Reduce -4.0% | 69,824 | $5.4M |
| XTX Topco Ltd | 0.14% | Add +1752.3% | 69,498 | $5.4M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -1.3% | 69,248 | $5.4M |
| Trexquant Investment LP | 0.05% | Reduce -45.2% | 68,027 | $5.3M |
| State of Alaska, Department of Revenue | 0.06% | Reduce -2.5% | 67,398 | $5.2M |
| Prudential Financial Inc. | 0.01% | Reduce -73.2% | 66,212 | $5.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.7% | 64,843 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -11.5% | 64,068 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -4.1% | 63,489 | $4.8M |
| CPC Advisors, LLC | 0.48% | Add +9.9% | 61,052 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.7% | 59,446 | $4.7M |
| Citigroup Inc. | 0.00% | Add +57.0% | 60,232 | $4.7M |
| CoreCap Advisors, LLC | 0.16% | Add +23.2% | 59,061 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -7.5% | 58,657 | $4.5M |
| Dark Forest Capital Management LP | 0.20% | New | 56,911 | $4.4M |
| Auxier Asset Management LLC | 0.61% | Reduce -1.8% | 56,329 | $4.4M |
| Lazard Asset Management LLC | 0.01% | Reduce -39.5% | 56,256 | $4.4M |
| MAI Capital Management | 0.02% | Reduce -4.5% | 55,252 | $4.3M |
| Cibc World Market Inc. | 0.01% | Add +7.3% | 54,633 | $4.2M |
| Handelsbanken Fonder AB | 0.01% | Add +5.6% | 52,707 | $4.1M |
| Twinbeech Capital LP | 0.29% | New | 52,160 | $4.0M |
| KLP Kapitalforvaltning As | 0.02% | Add +0.4% | 51,900 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -18.4% | 51,323 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 50,900 | $3.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -88.5% | 50,800 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.1% | 50,085 | $3.9M |
| Entropy Technologies, LP | 0.20% | Add +267.7% | 48,766 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -3.8% | 49,958 | $3.8M |
| Glenmede Trust Co. NA | 0.02% | — | 48,362 | $3.7M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | — | 47,723 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.8% | 46,530 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 46,437 | $3.6M |
| Focus Partners Wealth | 0.00% | Add +214.7% | 45,812 | $3.6M |
| Paradiem, LLC | 0.84% | Reduce -70.9% | 45,556 | $3.5M |
| Arizona State Retirement System | 0.02% | Reduce -8.3% | 44,930 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -5.6% | 44,563 | $3.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -65.2% | 44,221 | $3.4M |
| Ritholtz Wealth Management | 0.06% | Add +1.1% | 43,301 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.8% | 42,985 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Reduce -1.1% | 42,917 | $3.3M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -2.3% | 42,600 | $3.3M |
| Hancock Whitney Corp. | 0.06% | Add +0.9% | 42,139 | $3.3M |
| Mariner, LLC | 0.00% | Reduce -32.0% | 41,586 | $3.2M |
| DGS Capital Management, LLC | 0.55% | Reduce -2.4% | 41,006 | $3.2M |
| Anchor Investment Management, LLC | 0.25% | Add +0.0% | 39,546 | $3.1M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 38,535 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -4.2% | 38,523 | $3.0M |
| Argent Trust Co | 0.10% | Reduce -0.5% | 38,333 | $3.0M |
| Larson Financial Group LLC | 0.10% | Add +0.4% | 37,864 | $2.9M |
| Lighthouse Investment Partners, LLC | 0.10% | New | 37,773 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -2.5% | 37,563 | $2.9M |
| Nomura Asset Management International Inc. | 0.00% | — | 37,500 | $2.9M |
| Thompson Siegel & Walmsley LLC | 0.05% | Reduce -60.8% | 37,450 | $2.9M |
| Occudo Quantitative Strategies LP | 0.19% | Add +91.9% | 37,387 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 37,031 | $2.9M |
| Kendall Capital Management | 0.60% | Reduce -9.8% | 36,950 | $2.9M |
| apricus wealth, LLC | 1.46% | Add +1.6% | 36,870 | $2.9M |
| Great Diamond Partners, LLC | 0.55% | Add +0.7% | 36,808 | $2.9M |
| State of Michigan Retirement System | 0.01% | Reduce -2.4% | 36,400 | $2.8M |
| Sculati Wealth Management, LLC | 0.99% | Reduce -0.3% | 36,086 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.4% | 34,444 | $2.7M |
| Dockside LLC | 0.68% | — | 34,300 | $2.7M |
| Gsa Capital Partners LLP | 0.22% | New | 33,124 | $2.6M |
| Naples Global Advisors, LLC | 0.19% | Reduce -0.1% | 33,097 | $2.6M |
| Quantbot Technologies LP | 0.09% | Add +46.6% | 33,064 | $2.6M |
| New Mexico Educational Retirement Board | 0.07% | No change | 32,443 | $2.5M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +173.0% | 32,170 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -11.0% | 31,723 | $2.5M |
| Waterfront Wealth Inc. | 0.47% | Add +0.0% | 31,890 | $2.5M |
| Gator Capital Management, LLC | 0.51% | New | 31,557 | $2.4M |
| HHM Wealth Advisors, LLC | 0.29% | Add +0.1% | 31,331 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.5% | 30,783 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.3% | 30,764 | $2.4M |
| Fulcrum Wealth Advisors, LLC | 1.95% | — | 30,525 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -29.4% | 30,257 | $2.3M |
| Aviance Capital Partners, LLC | 0.27% | Reduce -0.8% | 30,028 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 29,760 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +15.2% | 29,289 | $2.3M |
| Klein Pavlis & Peasley Financial, Inc. | 1.32% | Reduce -1.2% | 28,854 | $2.2M |
| Verition Fund Management LLC | 0.01% | Add +125.2% | 28,791 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.5% | 28,253 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.4% | 28,152 | $2.2M |
| Capital Fund Management S.A. | 0.02% | Reduce -48.7% | 28,052 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.0% | 27,877 | $2.2M |
| Goelzer Investment Management, Inc. | 0.10% | Reduce -3.5% | 27,478 | $2.1M |
| Bokf, NA | 0.03% | Reduce -9.5% | 27,424 | $2.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -8.3% | 27,202 | $2.1M |
| Caxton Associates LLP | 0.04% | Add +4.6% | 26,162 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.0% | 25,319 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +1.9% | 24,751 | $1.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 24,491 | $1.9M |
| Ethic Inc. | 0.03% | Add +2.8% | 24,322 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.1% | 23,754 | $1.8M |
| Investors Research Corp | 0.34% | Reduce -2.8% | 23,701 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Add +2.9% | 23,651 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -7.4% | 22,846 | $1.8M |
| Lecap Asset Management Ltd. | 0.67% | New | 21,573 | $1.7M |
| Fox Run Management, L.L.C. | 0.26% | Add +20.2% | 21,558 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.74% | Reduce -11.1% | 21,431 | $1.7M |
| Vident Advisory, LLC | 0.02% | Reduce -5.7% | 21,278 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 21,277 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +0.8% | 21,140 | $1.6M |
| Havemeyer Place LP | 0.32% | — | 21,070 | $1.6M |
| Gotham Asset Management | 0.01% | Reduce -83.6% | 21,054 | $1.6M |
| Castlekeep Investment Advisors LLC | 0.73% | No change | 20,879 | $1.6M |
| Sciencast Management LP | 0.22% | New | 20,824 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.3% | 20,258 | $1.6M |
| Abacus Planning Group, Inc. | 0.21% | No change | 19,993 | $1.5M |
| Ascent Group, LLC | 0.05% | Reduce -3.8% | 19,891 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.9% | 19,623 | $1.5M |
| Nilsine Partners, LLC | 0.13% | Add +7.3% | 19,239 | $1.5M |
| Bailard, Inc. | 0.03% | Add +11.9% | 18,808 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -39.6% | 18,082 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +0.4% | 18,052 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -1.3% | 16,379 | $1.3M |
| Advisory Research Inc. | 0.17% | Add +5.6% | 17,325 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 16,938 | $1.3M |
| Xponance LLC | 0.01% | Reduce -14.5% | 16,925 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Reduce -10.5% | 16,851 | $1.3M |
| Neumann Capital Management, LLC | 0.37% | Add +5.1% | 16,710 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 16,616 | $1.3M |
| Keynote Financial Services LLC | 0.71% | Reduce -0.3% | 16,291 | $1.3M |
| Vise Technologies, Inc. | 0.02% | Add +69.4% | 16,047 | $1.2M |
| Simplex Trading, LLC | 0.03% | Reduce -49.9% | 14,703 | $1.1M |
| Atlas Capital Advisors Inc. | 0.13% | — | 14,634 | $1.1M |
| Polymer Capital Management (US) LLC | 0.14% | Add +145.3% | 14,423 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -71.3% | 14,307 | $1.1M |
| Redwood Investment Management, LLC | 0.12% | Reduce -8.6% | 14,142 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | Add +302.1% | 14,033 | $1.1M |
| Parrish Capital LLC | 0.98% | — | 13,919 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -13.7% | 13,917 | $1.1M |
| Impax Asset Management Group plc | 0.01% | New | 13,829 | $1.1M |
| XML Financial, LLC | 0.09% | Reduce -0.5% | 13,755 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 13,731 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +40.7% | 13,675 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.0% | 13,635 | $1.1M |
| Commerce Bank | 0.01% | Reduce -5.2% | 13,422 | $1.0M |
| Bessemer Group Inc. | 0.00% | Reduce -19.7% | 12,942 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +13.6% | 12,873 | $998K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.3% | 12,844 | $995K |
| Assetmark, Inc. | 0.00% | Reduce -0.6% | 12,597 | $976K |
| Aquatic Capital Management LLC | 0.03% | New | 12,592 | $976K |
| Benjamin Edwards Inc. | 0.01% | Add +8.5% | 12,505 | $969K |
| Harvest Fund Management Co., Ltd | 0.04% | No change | 13,185 | $963K |
| Global Retirement Partners, LLC | 0.02% | Add +118.6% | 12,317 | $955K |
| QRG Capital Management, Inc. | 0.01% | Add +14.1% | 12,026 | $932K |
| Evergreen Capital Management LLC | 0.02% | Reduce -2.7% | 11,923 | $924K |
| CSS LLC | 0.15% | Add +16.7% | 11,829 | $917K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.6% | 11,775 | $913K |
| Affinity Investment Advisors, LLC | 0.60% | No change | 11,629 | $901K |
| Signet Financial Management, LLC | 0.10% | Reduce -3.7% | 11,460 | $888K |
| Wedmont Private Capital | 0.03% | Add +0.7% | 11,318 | $887K |
| HM Payson & Co. | 0.01% | Reduce -5.0% | 11,389 | $883K |
| Inceptionr LLC | 0.24% | New | 11,371 | $881K |
| BOS Asset Management, LLC | 0.24% | Reduce -8.6% | 11,368 | $881K |
| DMC Group, LLC | 0.59% | Add +3.4% | 11,333 | $878K |
| HSBC Holdings PLC | 0.00% | Reduce -74.6% | 11,259 | $873K |
| Park Avenue Securities LLC | 0.01% | Add +3.0% | 11,222 | $870K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -63.5% | 11,221 | $870K |
| Securian Asset Management, Inc. | 0.03% | Reduce -4.4% | 11,219 | $869K |
| Keel Point, LLC | 0.05% | Reduce -0.9% | 11,152 | $864K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.6% | 11,085 | $859K |
| Patten & Patten Inc. | 0.05% | No change | 11,077 | $858K |
| Chicago Partners Investment Group LLC | 0.02% | Add +10.2% | 11,052 | $841K |
| Aaron Wealth Advisors LLC | 0.05% | Add +20.7% | 10,742 | $833K |
| Abacus Wealth Partners, LLC | 0.08% | New | 10,739 | $832K |
| Boxwood Ventures, Inc. | 0.81% | No change | 10,412 | $807K |
| Caprock Group, LLC | 0.02% | New | 10,403 | $806K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +12.8% | 10,362 | $803K |
| L2 Asset Management, LLC | 0.11% | Add +1.6% | 10,343 | $802K |
| EP Wealth Advisors, LLC | 0.00% | — | 10,212 | $791K |
| AE Wealth Management LLC | 0.00% | Add +20.1% | 10,129 | $785K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +108.8% | 10,092 | $782K |
| M&T Bank Corp | 0.00% | Add +2.7% | 10,035 | $778K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 10,022 | $777K |
| Jefferies Financial Group Inc. | 0.01% | New | 10,000 | $775K |
| Greenleaf Trust | 0.01% | Reduce -1.7% | 9,885 | $766K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -7.5% | 9,810 | $760K |
| Belpointe Asset Management LLC | 0.03% | Add +2.4% | 9,630 | $746K |
| Venture Visionary Partners LLC | 0.02% | Add +0.6% | 9,595 | $744K |
| Carret Asset Management, LLC | 0.07% | Reduce -2.6% | 9,482 | $735K |
| Brooklyn Investment Group | 0.03% | Add +44.8% | 9,302 | $731K |
| Old National Bancorp | 0.01% | Reduce -0.3% | 9,403 | $729K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.0% | 9,401 | $729K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.6% | 9,396 | $728K |
| GAMMA Investing LLC | 0.04% | Add +11.3% | 9,166 | $710K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.5% | 9,129 | $707K |
| Picton Mahoney Asset Management | 0.01% | New | 9,050 | $701K |
| Utah Retirement Systems | 0.01% | No change | 8,948 | $693K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.5% | 8,868 | $687K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.2% | 8,740 | $677K |
| Old Port Advisors | 0.17% | Reduce -2.7% | 8,729 | $676K |
| Mutual Advisors, LLC | 0.01% | Add +1.1% | 8,553 | $663K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,486 | $658K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +7.2% | 8,387 | $650K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.4% | 8,381 | $649K |
| Ieq Capital, LLC | 0.00% | Reduce -81.2% | 8,363 | $648K |
| Aspen Investment Management Inc | 0.20% | New | 8,330 | $646K |
| Arax Advisory Partners | 0.02% | Reduce -27.5% | 8,279 | $642K |
| Ameritas Advisory Services, LLC | 0.02% | New | 8,231 | $638K |
| Tidal Investments LLC | 0.00% | Reduce -25.3% | 8,132 | $630K |
| Pursuit Wealth Management LLC | 0.54% | — | 8,131 | $630K |
| CIBC Asset Management Inc | 0.00% | Add +35.7% | 8,130 | $630K |
| Dumont & Blake Investment Advisors LLC | 0.15% | Reduce -3.9% | 8,104 | $628K |
| State of Wyoming | 0.07% | Reduce -39.2% | 8,089 | $627K |
| Syon Capital LLC | 0.03% | Add +80.2% | 8,076 | $626K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.4% | 8,029 | $622K |
| Choreo, LLC | 0.01% | Add +3.1% | 7,940 | $622K |
| Total Wealth Planning & Management, Inc. | 0.49% | — | 7,988 | $619K |
| JMN Financial LLC | 0.61% | — | 7,890 | $612K |
| Voleon Capital Management LP | 0.01% | Add +54.4% | 7,816 | $606K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 7,778 | $603K |
| Magnetar Financial LLC | 0.01% | New | 7,705 | $597K |
| GWN Securities Inc. | 0.12% | Add +30.3% | 7,677 | $595K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.5% | 7,666 | $594K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 7,639 | $592K |
| Zacks Investment Management | 0.00% | Reduce -2.4% | 7,565 | $586K |
| Campion Asset Management | 0.41% | Reduce -1.0% | 7,529 | $583K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.4% | 7,459 | $578K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -2.4% | 7,446 | $577K |
| Mirabella Financial Services LLP | 0.06% | New | 7,293 | $565K |
| Cadence Bank | 0.03% | No change | 7,248 | $562K |
| Baird Financial Group, Inc. | 0.00% | Add +0.6% | 7,241 | $561K |
| Advisors Capital Management, LLC | 0.01% | Add +11.3% | 7,195 | $558K |
| Oxford Asset Management LLP | 0.20% | New | 7,111 | $551K |
| Farther Finance Advisors, LLC | 0.01% | Add +106.8% | 7,034 | $545K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 6,831 | $529K |
| Callan Family Office, LLC | 0.01% | Add +6.6% | 6,812 | $528K |
| AlphaGrep UK Ltd | 0.18% | — | 6,770 | $525K |
| Erste Asset Management GmbH | 0.00% | Reduce -24.4% | 6,500 | $511K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -1.8% | 6,497 | $504K |
| Regions Financial Corp. | 0.00% | Add +2.9% | 6,475 | $502K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -32.9% | 6,475 | $502K |
| R Squared Ltd | 0.23% | New | 6,335 | $491K |
| &partners | 0.00% | Reduce -0.8% | 6,311 | $489K |
| AlphaQuest LLC | 0.03% | Add +1.9% | 6,298 | $488K |
| Forum Financial Management, LP | 0.01% | No change | 6,298 | $488K |
| Walleye Trading LLC | 0.01% | Add +5.0% | 6,192 | $480K |
| FORA Capital, LLC | 0.06% | New | 6,190 | $480K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -1.6% | 6,134 | $475K |
| IFP Advisors, Inc | 0.01% | Reduce -9.8% | 6,095 | $472K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -23.0% | 6,069 | $470K |
| NewEdge Advisors, LLC | 0.00% | Add +3.8% | 6,001 | $465K |
| Kera Capital Partners, Inc. | 0.06% | New | 6,094 | $463K |
| Wealthstar Advisors, LLC | 0.25% | Reduce -9.6% | 5,953 | $461K |
| North Dakota State Investment Board | 0.02% | — | 5,952 | $461K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | Add +0.1% | 5,938 | $460K |
| Patten Group, Inc. | 0.09% | No change | 5,930 | $460K |
| Plancorp, LLC | 0.01% | Add +0.1% | 5,926 | $459K |
| Cynosure Group, LLC | 0.05% | New | 5,912 | $458K |
| Glenview Trust Co | 0.01% | No change | 5,863 | $454K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.3% | 5,840 | $453K |
| Means Investment Co., Inc. | 0.04% | Add +0.4% | 5,770 | $447K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.3% | 5,750 | $446K |
| Aries Wealth Management | 0.10% | Reduce -1.9% | 5,736 | $445K |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 5,735 | $444K |
| 111 Capital | 0.10% | Add +38.0% | 5,699 | $442K |
| Integrity Alliance, Llc. | 0.02% | New | 5,683 | $440K |
| TD Capital Management LLC | 0.04% | No change | 5,657 | $438K |
| Quent Capital, LLC | 0.03% | Reduce -0.3% | 5,588 | $433K |
| Longfellow Investment Management Co. LLC | 0.10% | No change | 5,576 | $432K |
| Atria Investments, Inc | 0.00% | Reduce -4.8% | 5,518 | $428K |
| Sharpepoint LLC | 0.26% | New | 5,501 | $426K |
| Lido Advisors, LLC | 0.00% | Add +1.6% | 5,459 | $425K |
| Csenge Advisory Group | 0.02% | Reduce -0.2% | 5,462 | $423K |
| First Horizon Corp. | 0.02% | Reduce -6.2% | 5,443 | $422K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.3% | 5,393 | $418K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.7% | 5,346 | $414K |
| Pallas Capital Advisors LLC | 0.01% | Add +3.5% | 5,315 | $412K |
| Compound Planning, Inc. | 0.01% | Reduce -7.7% | 5,306 | $411K |
| Shelton Capital Management | 0.01% | Reduce -6.8% | 5,302 | $411K |
| Arkadios Wealth Advisors | 0.01% | Add +7.1% | 5,300 | $411K |
| Credit Agricole S A | 0.00% | No change | 5,286 | $410K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.5% | 5,252 | $407K |
| NorthRock Partners, LLC | 0.01% | Reduce -38.0% | 5,218 | $404K |
| Brown Brothers Harriman & Co. | 0.00% | Add +20.2% | 5,214 | $404K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.6% | 5,214 | $404K |
| Wealthspire Advisors, LLC | 0.00% | Add +180.1% | 5,187 | $402K |
| Denali Advisors LLC | 0.04% | New | 5,120 | $397K |
| Fieldview Capital Management, LLC | 0.07% | New | 5,102 | $395K |
| Brooks, Moore & Associates, Inc. | 0.19% | No change | 5,098 | $395K |
| Blair William & Co. | 0.00% | Add +1.1% | 5,051 | $391K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 4,996 | $387K |
| NewEdge Wealth, LLC | 0.00% | Add +39.1% | 4,939 | $383K |
| KBC Group NV | 0.00% | No change | 4,890 | $379K |
| SVB Wealth LLC | 0.02% | New | 4,864 | $377K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.1% | 4,858 | $377K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.9% | 4,744 | $368K |
| Quadrant Capital Group LLC | 0.01% | Add +0.6% | 4,737 | $367K |
| Tripletail Wealth Management, LLC | 0.46% | Reduce -9.5% | 4,704 | $365K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,670 | $362K |
| Aster Capital Management (DIFC) Ltd | 0.16% | Add +229.4% | 4,658 | $361K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.0% | 4,624 | $358K |
| Scientech Research LLC | 0.22% | New | 4,604 | $357K |
| Numerai GP LLC | 0.04% | Reduce -13.1% | 4,578 | $355K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -1.9% | 4,552 | $353K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 4,480 | $349K |
| Coastline Trust Co | 0.03% | No change | 4,470 | $346K |
| Newport Capital Group, LLC | 0.21% | No change | 4,444 | $344K |
| AlTi Global, Inc. | 0.01% | Reduce -10.8% | 4,433 | $343K |
| Jain Global LLC | 0.00% | New | 4,371 | $339K |
| FourThought Financial Partners, LLC | 0.03% | Add +0.1% | 4,344 | $337K |
| StoneX Group Inc. | 0.01% | Add +5.4% | 4,334 | $336K |
| Delta Asset Management LLC | 0.03% | No change | 4,325 | $335K |
| Ballentine Partners, LLC | 0.00% | Reduce -4.4% | 4,324 | $335K |
| Net Worth Advisory Group | 0.07% | Reduce -1.4% | 4,256 | $330K |
| Wetzel Investment Advisors, Inc. | 0.13% | No change | 4,190 | $325K |
| Seeds Investor LLC | 0.06% | Add +6.0% | 4,070 | $315K |
| UMB Bank, n.a. | 0.00% | Add +7.2% | 4,066 | $315K |
| Mather Group, Llc. | 0.00% | Add +0.0% | 4,060 | $315K |
| STRS Ohio | 0.00% | Add +0.2% | 4,049 | $314K |
| Schulhoff & Co. Inc. | 0.13% | No change | 4,000 | $310K |
| Arnhold LLC | 0.02% | No change | 4,000 | $310K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 3,991 | $309K |
| Paulson Wealth Management Inc. | 0.07% | No change | 3,980 | $308K |
| F/m Investments LLC | 0.01% | No change | 3,930 | $305K |
| Diversified Trust Co. | 0.01% | Reduce -0.5% | 3,894 | $302K |
| Baker Avenue Asset Management, LP | 0.01% | New | 3,873 | $300K |
| HUB Investment Partners, LLC | 0.01% | New | 3,824 | $296K |
| Gardner Russo & Quinn | 0.00% | No change | 3,800 | $295K |
| Moors & Cabot, Inc. | 0.01% | No change | 3,791 | $294K |
| Evolve Private Wealth, LLC | 0.02% | — | 3,763 | $292K |
| Centurion Wealth Management LLC | 0.06% | No change | 3,750 | $291K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.7% | 3,747 | $290K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.1% | 3,746 | $290K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.8% | 3,714 | $288K |
| Childress Capital Advisors, LLC | 0.05% | New | 3,668 | $284K |
| Catalyst Funds Management Pty Ltd | 0.06% | Reduce -68.7% | 3,600 | $279K |
| Krilogy Financial LLC | 0.01% | Reduce -8.4% | 3,626 | $277K |
| Welch & Forbes LLC | 0.00% | No change | 3,572 | $277K |
| Jacobi Capital Management LLC | 0.02% | Add +18.0% | 3,553 | $275K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.0% | 3,533 | $274K |
| Spinnaker Trust | 0.01% | No change | 3,515 | $272K |
| NDVR, Inc. | 0.22% | Reduce -19.1% | 3,488 | $270K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,480 | $270K |
| Sage Rhino Capital LLC | 0.05% | Add +1.5% | 3,479 | $270K |
| Horizon Investments, LLC | 0.00% | Reduce -95.4% | 3,464 | $268K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -25.2% | 4,145 | $267K |
| Prudential PLC | 0.00% | Reduce -11.6% | 3,423 | $265K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.1% | 3,410 | $264K |
| Vontobel Holding Ltd. | 0.00% | New | 3,405 | $264K |
| Diversified Enterprises, LLC | 0.02% | New | 3,403 | $264K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,399 | $263K |
| Elyxium Wealth, LLC | 0.07% | Add +1.5% | 3,332 | $258K |
| Capital Square, LLC | 0.13% | Add +0.1% | 3,331 | $258K |
| Eastern Bank | 0.00% | Add +0.2% | 3,304 | $256K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 3,270 | $253K |
| Midwest Trust Co | 0.00% | Add +2.8% | 3,258 | $252K |
| Accurate Wealth Management, LLC | 0.03% | New | 3,132 | $251K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -44.1% | 3,214 | $249K |
| Stokes Family Office, LLC | 0.02% | New | 3,204 | $248K |
| Bank & Trust Co | 0.18% | No change | 3,202 | $248K |
| KPP Advisory Services LLC | 0.04% | Reduce -0.8% | 3,194 | $248K |
| Prelude Capital Management, LLC | 0.02% | New | 3,194 | $248K |
| Clarius Group, LLC | 0.01% | No change | 3,176 | $246K |
| Blue Trust, Inc. | 0.00% | Reduce -2.7% | 3,130 | $243K |
| Profund Advisors LLC | 0.01% | Reduce -10.6% | 3,125 | $242K |
| Fidelis Capital Partners, LLC | 0.02% | Add +1.5% | 3,122 | $242K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -31.8% | 3,057 | $237K |
| Sigma Planning Corp | 0.01% | Reduce -6.0% | 3,026 | $234K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,998 | $232K |
| Sage Capital Management, LLC | 0.11% | Add +0.5% | 2,988 | $232K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.0% | 2,987 | $232K |
| GDS Wealth Management | 0.01% | No change | 2,967 | $230K |
| Optas, LLC | 0.04% | New | 2,945 | $228K |
| MJP Associates Inc. | 0.03% | Add +2.4% | 2,927 | $227K |
| Advisor OS, LLC | 0.02% | Add +2.4% | 2,927 | $227K |
| Portland Global Advisors LLC | 0.02% | Reduce -39.0% | 2,925 | $227K |
| DRW Securities, LLC | 0.02% | New | 2,914 | $226K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 2,898 | $225K |
| Certuity, LLC | 0.01% | New | 2,879 | $223K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 2,873 | $223K |
| Choate Investment Advisors | 0.00% | Reduce -0.2% | 2,869 | $222K |
| Kathmere Capital Management, LLC | 0.01% | New | 2,857 | $221K |
| PFG Investments, LLC | 0.01% | No change | 2,824 | $219K |
| Smartleaf Asset Management LLC | 0.01% | Add +5.7% | 2,781 | $218K |
| Oak Thistle LLC | 0.03% | Reduce -83.0% | 2,810 | $218K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,782 | $216K |
| Sterling Investment Counsel, LLC | 0.06% | New | 2,944 | $215K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 2,732 | $212K |
| Torren Management, LLC | 0.11% | — | 2,718 | $211K |
| West Branch Capital LLC | 0.05% | No change | 2,709 | $210K |
| Beacon Financial Group | 0.02% | Reduce -16.7% | 2,706 | $210K |
| Leigh Baldwin & Co., LLC | 0.14% | No change | 2,690 | $208K |
| Private Trust Co. NA | 0.02% | No change | 2,657 | $206K |
| Norden Group LLC | 0.02% | Add +1.9% | 2,637 | $204K |
| Ariadne Wealth Management, LP | 0.08% | Reduce -3.5% | 2,865 | $204K |
| Jump Financial, LLC | 0.00% | Reduce -93.4% | 2,607 | $202K |
| HighPoint Advisor Group LLC | 0.00% | New | 2,603 | $202K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -4.4% | 2,587 | $200K |
| Toth Financial Advisory Corp. | 0.02% | No change | 2,559 | $198K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +26.4% | 2,546 | $197K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.6% | 2,444 | $189K |
| J.Safra Asset Management Corp | 0.01% | No change | 2,340 | $181K |
| Fifth Third Bancorp | 0.00% | Add +2.0% | 2,238 | $173K |
| Curat Global, LLC | 0.19% | No change | 2,195 | $170K |
| Hantz Financial Services, Inc. | 0.00% | Add +83.6% | 2,189 | $170K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,080 | $161K |
| Measured Wealth Private Client Group, LLC | 0.04% | Reduce -61.3% | 2,066 | $160K |
| Rothschild Investment LLC | 0.01% | Reduce -35.6% | 2,019 | $156K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -3.8% | 1,986 | $154K |
| Versant Capital Management, Inc | 0.02% | Add +106.8% | 1,932 | $150K |
| New England Capital Financial Advisors LLC | 0.06% | No change | 1,904 | $148K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,900 | $147K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -19.5% | 1,851 | $143K |
| Danske Bank A/S | 0.00% | Add +183.3% | 1,700 | $132K |
| Caitlin John, LLC | 0.08% | Reduce -71.6% | 1,658 | $129K |
| Addison Advisors LLC | 0.03% | Reduce -1.6% | 1,614 | $125K |
| Covestor Ltd | 0.06% | No change | 1,537 | $119K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.9% | 1,512 | $117K |
| Richardson Financial Services Inc. | 0.04% | Reduce -3.2% | 1,495 | $116K |
| Westfuller Advisors, LLC | 0.04% | Reduce -3.6% | 1,375 | $107K |
| WPG Advisers, LLC | 0.08% | Add +2.5% | 1,331 | $103K |
| Basecamp Wealth Advisors LLC | 0.02% | — | 1,248 | $97K |
| Center for Financial Planning, Inc. | 0.01% | Add +18.2% | 1,234 | $96K |
| Whittier Trust Co. | 0.00% | Add +266.1% | 1,186 | $93K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,172 | $92K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,154 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Add +7.7% | 1,146 | $89K |
| William B. Walkup & Associates, Inc. | 0.05% | Add +32.2% | 1,130 | $88K |
| Root Financial Partners, LLC | 0.00% | Add +11.8% | 1,099 | $85K |
| CVA Family Office, LLC | 0.01% | No change | 1,090 | $84K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $81K |
| Manchester Capital Management LLC | 0.01% | Add +6.1% | 1,027 | $80K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $78K |
| Capital Analysts, LLC | 0.00% | Reduce -36.3% | 952 | $74K |
| V-Square Quantitative Management LLC | 0.01% | New | 932 | $72K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -21.7% | 916 | $71K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.8% | 875 | $68K |
| Ancora Advisors LLC | 0.00% | Add +98.6% | 848 | $66K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.4% | 832 | $64K |
| Essential Partners LLC | 0.02% | Reduce -34.4% | 825 | $64K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.5% | 794 | $62K |
| MCF Advisors LLC | 0.00% | No change | 705 | $55K |
| Los Angeles Capital Management LLC | 0.00% | New | 723 | $53K |
| Sound Income Strategies, LLC | 0.00% | Add +60.4% | 688 | $52K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 623 | $48K |
| Millstone Evans Group, LLC | 0.03% | No change | 620 | $48K |
| St Germain D J Co. Inc. | 0.00% | No change | 610 | $47K |
| True Wealth Design, LLC | 0.01% | Add +3.6% | 608 | $47K |
| SJS Investment Consulting Inc. | 0.01% | Add +3.4% | 608 | $47K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 571 | $44K |
| Trust Co. of Vermont | 0.00% | No change | 521 | $40K |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 470 | $36K |
| McIlrath & Eck, LLC | 0.00% | No change | 463 | $36K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 427 | $33K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 427 | $33K |
| Legacy Wealth Managment, LLC | 0.02% | Add +11.1% | 411 | $32K |
| Triumph Capital Management | 0.01% | New | 400 | $31K |
| DV Trading LLC | 0.00% | — | 400 | $31K |
| 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 |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 326 | $25K |
| SHP Wealth Management | 0.00% | — | 326 | $25K |
| Laurel Wealth Advisors LLC | 0.00% | New | 325 | $25K |
| Merrithew & Thorsten Inc | 0.03% | — | 313 | $24K |
| Founders Capital Management | 0.01% | Reduce -50.0% | 300 | $23K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 287 | $22K |
| TD Private Client Wealth LLC | 0.00% | Reduce -13.9% | 279 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | Add +28.4% | 276 | $21K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 278 | $21K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +2777.8% | 259 | $20K |
| Private Wealth Management Group, LLC | 0.01% | No change | 256 | $20K |
| Rossby Financial, LCC | 0.01% | Add +33.0% | 242 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 242 | $19K |
| Hollencrest Capital Management | 0.00% | Add +0.4% | 241 | $19K |
| Evolution Wealth Management Inc. | 0.02% | No change | 241 | $19K |
| Group One Trading LLC | 0.00% | Reduce -99.5% | 241 | $19K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 234 | $18K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $17K |
| Bullock Wealth Management Group | 0.01% | — | 205 | $16K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -12.7% | 200 | $16K |
| Monetary Solutions, Ltd | 0.01% | — | 182 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 179 | $14K |
| Investors Portfolio Services LLC | 0.01% | — | 176 | $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 |
| Kozak & Associates, Inc. | 0.00% | No change | 141 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 146 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 140 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $11K |
| Newton One Investments LLC | 0.00% | Add +0.7% | 138 | $11K |
| Kingdom Financial Group LLC. | 0.00% | New | 126 | $10K |
| Ares Financial Consulting, LLC | 0.01% | — | 126 | $10K |
| American National Bank & Trust | 0.00% | New | 122 | $9K |
| Fortitude Family Office, LLC | 0.00% | Reduce -11.5% | 108 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 99 | $8K |
| Clearstead Trust, LLC | 0.00% | Reduce -11.5% | 92 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 87 | $7K |
| NFSG Corp | 0.00% | No change | 86 | $7K |
| Signature Equity Partners, LLC | 0.00% | — | 85 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $6K |
| High Note Wealth, LLC | 0.00% | Add +70.0% | 68 | $5K |
| Walleye Capital LLC | 0.00% | New | 68 | $5K |
| Kelleher Financial Advisors | 0.00% | No change | 67 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +68.4% | 64 | $5K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 63 | $5K |
| Sachetta, LLC | 0.00% | No change | 61 | $5K |
| LRI Investments, LLC | 0.00% | No change | 58 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 53 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 47 | $4K |
| ORG Partners LLC | 0.00% | New | 44 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 43 | $3K |
| IMA Advisory Services, Inc. | 0.00% | New | 42 | $3K |
| Spire Wealth Management | 0.00% | No change | 39 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 38 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 35 | $3K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 32 | $2K |
| SouthState Bank Corp | 0.00% | No change | 30 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 28 | $2K |
| Clean Yield Group | 0.00% | No change | 26 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -62.8% | 32 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +140.0% | 24 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 24 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 23 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -17.9% | 23 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -70.7% | 22 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 21 | $2K |
| Strive Financial Group ,LLC | 0.00% | — | 20 | $2K |
| Optima Capital LLC | 0.00% | New | 20 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +38.5% | 18 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 15 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 14 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +18.2% | 13 | $1K |
| Kilter Group LLC | 0.00% | New | 13 | $1K |
| Avion Wealth | 0.00% | No change | 13 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -8.3% | 11 | $876 |
| HFM Investment Advisors, LLC | 0.00% | No change | 11 | $853 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -84.6% | 10 | $775 |
| Hughes Financial Services, LLC | 0.00% | No change | 9 | $698 |
| 1015 Capital Partners, LLC | 0.00% | — | 8 | $620 |
| McGuire Capital Advisors Inc. | 0.00% | — | 6 | $465 |
| Huntington National Bank | 0.00% | Reduce -61.5% | 5 | $388 |
| Highline Wealth Partners LLC | 0.00% | No change | 4 | $310 |
| Dunhill Financial, LLC | 0.00% | New | 4 | $275 |
| Seneschal Advisors, LLC | 0.00% | No change | 3 | $233 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $233 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $155 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $78 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $78 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.7% | 1 | $78 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.