Unum GroupUNM
13F holders, Q1 2026 (March 31)701holders +2
81new positions
72sold out
8famous investors
$73.04avg. 13F price*
At the end of Q1 2026, 701 institutions reported holding Unum Group (UNM) in their 13F filings, up 2 from Q4 2025. 81 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($682.1M) and FMR LLC ($526.5M). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $66.9M |
| Exits | 72 | $168.1M |
All 13F filers, Q4 2025 → Q1 2026: 12,154,927 shares bought and 15,833,052 shares sold, net −3,678,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 701 holders
| BlackRock, Inc. | 0.02% | Add +7.0% | 18,232,504 | $1.3B |
| Vanguard Portfolio Management LLC | 0.04% | — | 9,339,402 | $682.1M |
| FMR LLC | 0.03% | Reduce -3.0% | 7,209,241 | $526.5M |
| Vanguard Capital Management LLC | 0.01% | — | 6,941,460 | $506.9M |
| State Street Corp. | 0.01% | Reduce -3.4% | 5,147,425 | $375.9M |
| Dimensional Fund Advisors LP | 0.06% | Add +7.7% | 4,084,382 | $298.3M |
| Morgan Stanley | 0.01% | Add +2.3% | 3,334,475 | $243.5M |
| Geode Capital Management, LLC | 0.02% | Add +1.6% | 3,323,897 | $242.8M |
| First Trust Advisors LP | 0.17% | Reduce -30.6% | 3,247,940 | $237.2M |
| LSV Asset Management | 0.41% | Reduce -3.1% | 2,583,072 | $188.6M |
| Adage Capital Partners Gp, L.L.C. | 0.23% | Add +60.0% | 2,000,000 | $146.1M |
| AQR Capital Management | 0.06% | Reduce -11.4% | 1,908,027 | $139.3M |
| Woodline Partners LP | 0.51% | Add +29.7% | 1,831,943 | $133.8M |
| Northern Trust Corp. | 0.02% | Add +1.2% | 1,724,852 | $126.0M |
| Millennium Management | 0.10% | Add +70.5% | 1,678,632 | $122.6M |
| Victory Capital Management Inc. | 0.08% | Reduce -8.4% | 1,646,188 | $120.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +26.8% | 1,581,728 | $115.5M |
| Balyasny Asset Management L.P. | 0.23% | Add +119.2% | 1,536,324 | $112.2M |
| Two Sigma Investments, LP | 0.10% | Add +199.1% | 1,524,728 | $111.4M |
| Donald Smith & Co., Inc. | 1.74% | Add +1.0% | 1,327,932 | $97.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -22.0% | 1,302,397 | $95.1M |
| Nuveen, LLC | 0.02% | Add +6.1% | 1,184,596 | $86.5M |
| Point72 Asset Management | 0.15% | Add +50.3% | 1,153,852 | $84.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -79.7% | 1,148,583 | $83.9M |
| Nordea Investment Management AB | 0.07% | Add +0.1% | 1,080,371 | $78.6M |
| D. E. Shaw & Co. | 0.06% | Add +92.1% | 1,042,923 | $76.2M |
| Royal Bank of Canada | 0.01% | Reduce -8.4% | 1,035,394 | $75.6M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 949,530 | $69.3M |
| Algebris (uk) Ltd. | 5.04% | Add +34.9% | 944,320 | $68.8M |
| Qube Research & Technologies Ltd | 0.09% | Add +7.7% | 862,667 | $63.0M |
| Invesco Ltd. | 0.01% | Reduce -48.8% | 843,162 | $61.6M |
| Canada Pension Plan Investment Board | 0.04% | Add +150.5% | 840,100 | $61.4M |
| UBS Group AG | 0.01% | Reduce -40.2% | 811,472 | $59.3M |
| Quantinno Capital Management LP | 0.09% | Add +14.6% | 754,335 | $55.1M |
| Jane Street Group, LLC | 0.06% | Add +48.1% | 744,753 | $54.4M |
| JPMorgan Chase & Co. | 0.00% | Add +22.6% | 663,211 | $48.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +21.2% | 631,694 | $46.1M |
| Sei Investments Co. | 0.04% | Add +9.8% | 608,586 | $44.4M |
| Jain Global LLC | 0.59% | Add +13513.5% | 595,044 | $43.5M |
| Ensign Peak Advisors, Inc | 0.08% | Reduce -2.7% | 584,235 | $42.7M |
| Bank of America Corp. | 0.00% | Add +18.5% | 580,230 | $42.4M |
| Zurich Insurance Group Ltd | 0.32% | Reduce -25.5% | 565,595 | $41.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.8% | 544,497 | $39.8M |
| HRT Financial LP | 0.10% | Add +103.5% | 540,010 | $39.4M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -44.9% | 512,917 | $37.5M |
| Squarepoint Ops LLC | 0.08% | Reduce -20.9% | 508,280 | $37.1M |
| Swedbank AB | 0.04% | Add +6.1% | 496,077 | $36.2M |
| Grace & White Inc. | 6.39% | No change | 488,230 | $35.7M |
| Franklin Resources Inc. | 0.01% | Add +35.0% | 468,074 | $34.2M |
| Allianz Asset Management GmbH | 0.04% | Reduce -60.1% | 460,469 | $33.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -22.3% | 446,650 | $33.0M |
| Rhumbline Advisers | 0.03% | Reduce -2.9% | 427,395 | $31.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -23.7% | 427,079 | $31.2M |
| California Public Employees Retirement System | 0.02% | Reduce -8.8% | 420,646 | $30.7M |
| Wedge Capital Management L L P | 0.56% | Reduce -2.4% | 418,832 | $30.6M |
| Vest Financial, LLC | 0.35% | Reduce -24.2% | 393,710 | $28.8M |
| Freestone Grove Partners LP | 0.20% | Add +33.9% | 377,061 | $27.5M |
| Gillson Capital LP | 2.23% | Add +2.8% | 372,800 | $27.2M |
| Wellington Management Group LLP | 0.01% | Add +48.1% | 364,253 | $26.6M |
| Jacobs Levy Equity Management, Inc. | 0.11% | No change | 358,829 | $26.2M |
| Retirement Systems of Alabama | 0.08% | Reduce -16.0% | 344,289 | $25.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 340,538 | $24.9M |
| ProShare Advisors LLC | 0.04% | Reduce -22.1% | 338,904 | $24.8M |
| Truist Financial Corp. | 0.03% | Reduce -1.3% | 321,906 | $23.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.9% | 318,791 | $23.3M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 314,500 | $23.0M |
| Interval Partners, LP | 0.78% | Add +102.9% | 310,600 | $22.7M |
| LPL Financial LLC | 0.01% | Add +1.2% | 295,397 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Add +0.6% | 274,009 | $21.2M |
| Storebrand Asset Management As | 0.06% | Reduce -1.4% | 272,593 | $19.9M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +10.5% | 271,913 | $19.9M |
| Engineers Gate Manager LP | 0.25% | Reduce -7.6% | 270,547 | $19.8M |
| Captrust Financial Advisors | 0.03% | Add +0.4% | 255,634 | $18.7M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 250,712 | $18.6M |
| Citadel Advisors | 0.01% | Add +5.6% | 252,591 | $18.4M |
| Lazard Asset Management LLC | 0.03% | Add +346.6% | 251,221 | $18.3M |
| Bridgewater Associates | 0.08% | Add +2.4% | 247,227 | $18.1M |
| Voloridge Investment Management, LLC | 0.07% | Add +211.7% | 245,290 | $17.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.8% | 241,425 | $17.6M |
| Legal & General Group Plc | 0.00% | Reduce -17.2% | 237,172 | $17.3M |
| Assenagon Asset Management S.A. | 0.03% | New | 231,586 | $16.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.1% | 229,558 | $16.8M |
| SG Americas Securities, LLC | 0.02% | Add +48.6% | 228,473 | $16.7M |
| Gateway Investment Advisers LLC | 0.19% | Add +0.7% | 227,728 | $16.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.8% | 225,826 | $16.5M |
| Algert Global LLC | 0.25% | Add +84.6% | 223,781 | $16.3M |
| Corient Private Wealth LP | 0.02% | Add +47.9% | 207,360 | $15.1M |
| Man Group plc | 0.03% | Reduce -9.8% | 202,661 | $14.8M |
| Barclays PLC | 0.01% | Add +10.4% | 198,840 | $14.5M |
| Voya Investment Management LLC | 0.02% | Reduce -12.6% | 193,681 | $14.1M |
| McGowan Group Asset Management, Inc. | 1.75% | Reduce -0.4% | 188,606 | $13.8M |
| California State Teachers Retirement System | 0.01% | Add +22.6% | 188,283 | $13.8M |
| South Dakota Investment Council | 0.24% | Reduce -2.6% | 169,405 | $12.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.7% | 166,452 | $12.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | Reduce -49.2% | 156,916 | $11.5M |
| Creative Planning | 0.01% | Add +48.1% | 154,340 | $11.3M |
| Hudson Bay Capital Management LP | 0.07% | Reduce -25.0% | 152,257 | $11.1M |
| Stifel Financial Corp. | 0.01% | Reduce -18.8% | 149,154 | $10.9M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 146,280 | $10.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 143,185 | $10.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -73.6% | 142,752 | $10.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.0% | 137,518 | $10.0M |
| American Century Companies Inc. | 0.00% | Reduce -57.6% | 130,965 | $9.6M |
| Van Eck Associates Corp. | 0.01% | Add +3.8% | 124,604 | $9.1M |
| Foster & Motley Inc. | 0.47% | Add +0.5% | 123,907 | $9.0M |
| Barnett & Company, Inc. | 6.93% | Reduce -2.4% | 122,063 | $8.9M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -7.6% | 117,806 | $8.6M |
| Teacher Retirement System of Texas | 0.03% | Reduce -2.6% | 112,721 | $8.2M |
| Lighthouse Investment Partners, LLC | 0.31% | Add +198.4% | 112,711 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +2.6% | 110,523 | $8.1M |
| US Bancorp \de | 0.01% | Add +8.6% | 105,197 | $7.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.1% | 104,373 | $7.6M |
| Trexquant Investment LP | 0.05% | Add +50.9% | 102,620 | $7.5M |
| BTC Capital Management, Inc. | 0.50% | Add +17.3% | 100,186 | $7.3M |
| New York State Common Retirement Fund | 0.01% | Add +1.4% | 98,733 | $7.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 98,302 | $7.2M |
| Renaissance Technologies | 0.01% | New | 96,500 | $7.0M |
| AlphaCore Capital LLC | 0.17% | Reduce -7.3% | 95,897 | $7.0M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.26% | Add +10.1% | 92,700 | $6.8M |
| Cerity Partners LLC | 0.01% | Reduce -11.9% | 91,898 | $6.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.6% | 90,633 | $6.6M |
| Hennessy Advisors Inc. | 0.24% | Reduce -3.4% | 89,500 | $6.5M |
| Calydon Capital | 1.04% | Add +2.4% | 87,501 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +210.8% | 86,634 | $6.3M |
| New Age Alpha Advisors, LLC | 0.28% | Reduce -3.7% | 82,678 | $6.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 82,451 | $6.0M |
| CI Investments Inc. | 0.03% | Add +13.6% | 81,406 | $5.9M |
| Fifth Third Bancorp | 0.01% | Add +3508.7% | 80,763 | $5.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.5% | 80,651 | $5.9M |
| NewSquare Capital LLC | 0.50% | Reduce -0.7% | 78,267 | $5.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 77,928 | $5.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.1% | 77,134 | $5.6M |
| Citigroup Inc. | 0.00% | Add +26.2% | 76,013 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.8% | 75,833 | $5.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.3% | 75,214 | $5.5M |
| Silver Lake Advisory, LLC | 2.13% | Reduce -1.1% | 73,595 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -5.6% | 73,032 | $5.3M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -0.8% | 71,582 | $5.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 71,099 | $5.2M |
| Amalgamated Bank | 0.04% | Add +1.5% | 70,867 | $5.2M |
| Viking Fund Management LLC | 0.52% | No change | 70,000 | $5.1M |
| Prudential Financial Inc. | 0.01% | Add +5.4% | 69,798 | $5.1M |
| CoreCap Advisors, LLC | 0.17% | Add +14.9% | 67,858 | $5.0M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.3% | 67,213 | $4.9M |
| Illinois Municipal Retirement Fund | 0.06% | Reduce -20.8% | 66,981 | $4.9M |
| ExodusPoint Capital Management, LP | 0.05% | New | 66,560 | $4.9M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -4.2% | 66,315 | $4.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -14.6% | 66,022 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 63,489 | $4.6M |
| Brooklyn Investment Group | 0.14% | Add +582.3% | 63,464 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -5.1% | 61,562 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 59,540 | $4.3M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -8.8% | 58,420 | $4.3M |
| Auxier Asset Management LLC | 0.59% | Reduce -0.9% | 55,814 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +0.1% | 54,687 | $4.0M |
| MAI Capital Management | 0.02% | Reduce -1.7% | 54,327 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +16.1% | 53,908 | $3.9M |
| KLP Kapitalforvaltning As | 0.02% | Add +2.7% | 53,300 | $3.9M |
| State of Wisconsin Investment Board | 0.01% | Add +3.1% | 52,891 | $3.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -54.6% | 52,178 | $3.8M |
| Intech Investment Management LLC | 0.04% | Reduce -41.2% | 52,133 | $3.8M |
| Capital Fund Management S.A. | 0.03% | Add +83.0% | 51,330 | $3.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 50,900 | $3.7M |
| Deutsche Bank AG | 0.00% | Reduce -77.0% | 50,668 | $3.7M |
| Numerai GP LLC | 0.37% | Add +999.0% | 50,312 | $3.7M |
| DRW Securities, LLC | 0.19% | Add +1546.7% | 47,984 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -21.7% | 46,551 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.6% | 47,178 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.2% | 47,104 | $3.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | Reduce -2.5% | 46,543 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 46,530 | $3.4M |
| Hancock Whitney Corp. | 0.06% | Add +0.1% | 42,194 | $3.4M |
| Focus Partners Wealth | 0.00% | Reduce -1.5% | 45,144 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -0.3% | 44,433 | $3.2M |
| Louisiana State Employees Retirement System | 0.06% | Add +3.8% | 44,200 | $3.2M |
| Arizona State Retirement System | 0.02% | Reduce -2.8% | 43,665 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.3% | 40,255 | $2.9M |
| STRS Ohio | 0.01% | Add +887.2% | 39,972 | $2.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 39,715 | $2.9M |
| Anchor Investment Management, LLC | 0.24% | Add +0.2% | 39,616 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.6% | 38,779 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -26.8% | 38,607 | $2.8M |
| apricus wealth, LLC | 1.37% | Add +4.2% | 38,415 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +35.5% | 38,277 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 38,196 | $2.8M |
| Larson Financial Group LLC | 0.09% | Add +0.5% | 38,056 | $2.8M |
| Great Diamond Partners, LLC | 0.53% | Add +2.6% | 37,750 | $2.8M |
| Bank of Montreal | 0.00% | Add +0.5% | 37,746 | $2.8M |
| Nomura Asset Management International Inc. | 0.00% | No change | 37,500 | $2.7M |
| Waterfront Wealth Inc. | 0.50% | Add +17.2% | 37,387 | $2.7M |
| State of Michigan Retirement System | 0.01% | Add +0.8% | 36,700 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | Reduce -25.0% | 36,259 | $2.6M |
| Sculati Wealth Management, LLC | 0.97% | Reduce -0.5% | 35,901 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +22.0% | 35,745 | $2.6M |
| Ritholtz Wealth Management | 0.04% | Reduce -19.5% | 34,866 | $2.5M |
| Bank of Nova Scotia | 0.00% | New | 34,800 | $2.5M |
| Burney Co./ | 0.08% | Reduce -51.8% | 34,683 | $2.5M |
| DGS Capital Management, LLC | 0.42% | Reduce -15.8% | 34,512 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.8% | 34,152 | $2.5M |
| Kendall Capital Management | 0.50% | Reduce -9.8% | 33,332 | $2.4M |
| Naples Global Advisors, LLC | 0.18% | Add +0.0% | 33,100 | $2.4M |
| New Mexico Educational Retirement Board | 0.07% | No change | 32,443 | $2.4M |
| HHM Wealth Advisors, LLC | 0.26% | No change | 31,331 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +1.6% | 31,283 | $2.3M |
| Moore Capital Management, LP | 0.09% | New | 30,840 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 30,018 | $2.2M |
| Klein Pavlis & Peasley Financial, Inc. | 1.20% | Add +2.6% | 29,600 | $2.2M |
| CPC Advisors, LLC | 0.35% | Reduce -51.8% | 29,427 | $2.1M |
| SummitTX Capital, L.P. | 0.07% | New | 28,914 | $2.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -35.1% | 28,718 | $2.1M |
| FORA Capital, LLC | 0.15% | Add +354.7% | 28,146 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 27,912 | $2.0M |
| Aviance Capital Partners, LLC | 0.24% | Reduce -7.4% | 27,816 | $2.0M |
| Caxton Associates LLP | 0.05% | Add +6.1% | 27,767 | $2.0M |
| Lecap Asset Management Ltd. | 0.76% | Add +28.6% | 27,734 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.5% | 27,529 | $2.0M |
| Goelzer Investment Management, Inc. | 0.10% | Add +0.2% | 27,521 | $2.0M |
| Amundi | 0.00% | Reduce -89.2% | 27,444 | $2.0M |
| Brevan Howard Capital Management LP | 0.02% | New | 27,135 | $2.0M |
| Jefferies Financial Group Inc. | 0.02% | Add +168.2% | 26,818 | $2.0M |
| Bokf, NA | 0.03% | Reduce -2.5% | 26,737 | $2.0M |
| FJ Capital Management LLC | 0.22% | New | 26,346 | $1.9M |
| Summit Trail Advisors, LLC | 0.03% | Add +6.1% | 26,258 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -3.5% | 26,252 | $1.9M |
| Empowered Funds, LLC | 0.01% | New | 26,139 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +8.2% | 25,706 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.5% | 25,694 | $1.9M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -95.9% | 25,200 | $1.8M |
| Fulcrum Wealth Advisors, LLC | 1.52% | Reduce -17.4% | 25,197 | $1.8M |
| Impax Asset Management Group plc | 0.01% | Add +81.0% | 25,038 | $1.8M |
| Ethic Inc. | 0.03% | Add +2.8% | 25,013 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Reduce -25.6% | 23,613 | $1.7M |
| Investors Research Corp | 0.33% | Reduce -1.3% | 23,401 | $1.7M |
| XTX Topco Ltd | 0.03% | Reduce -66.5% | 23,279 | $1.7M |
| Qsemble Capital Management, LP | 0.13% | Reduce -78.3% | 23,127 | $1.7M |
| Nilsine Partners, LLC | 0.13% | Add +13.3% | 21,798 | $1.7M |
| Prana Capital Management, LP | 0.05% | New | 22,941 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.58% | Add +6.0% | 22,728 | $1.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +6.0% | 22,548 | $1.6M |
| Vident Advisory, LLC | 0.01% | Add +3.5% | 22,030 | $1.6M |
| Dark Forest Capital Management LP | 0.14% | Reduce -62.2% | 21,519 | $1.6M |
| Xponance LLC | 0.01% | Add +27.1% | 21,503 | $1.6M |
| Stephens Inc. | 0.02% | Add +18.3% | 19,375 | $1.5M |
| Ascent Group, LLC | 0.05% | Add +2.2% | 20,333 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -4.3% | 20,225 | $1.5M |
| Abacus Planning Group, Inc. | 0.20% | Reduce -0.1% | 19,978 | $1.5M |
| New Vernon Investment Management LLC | 1.54% | New | 19,796 | $1.4M |
| PEAK6 LLC | 0.04% | New | 19,580 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.9% | 18,954 | $1.4M |
| Bailard, Inc. | 0.03% | Reduce -0.2% | 18,771 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Add +34.7% | 18,741 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -38.3% | 18,674 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.6% | 18,517 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +1.4% | 18,297 | $1.3M |
| Vestcor Inc | 0.04% | Reduce -86.3% | 18,239 | $1.3M |
| Catalyst Funds Management Pty Ltd | 0.23% | Add +406.6% | 18,236 | $1.3M |
| Advisory Research Inc. | 0.16% | Add +4.4% | 18,083 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.0% | 17,894 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Add +46.6% | 17,476 | $1.3M |
| Keynote Financial Services LLC | 0.68% | Add +7.1% | 17,441 | $1.3M |
| Oak Thistle LLC | 0.12% | Add +520.0% | 17,421 | $1.3M |
| Vise Technologies, Inc. | 0.02% | No change | 16,047 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 16,616 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -61.0% | 16,196 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +17.8% | 16,112 | $1.2M |
| Neumann Capital Management, LLC | 0.34% | Reduce -4.0% | 16,041 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +24.0% | 15,961 | $1.2M |
| Havemeyer Place LP | 0.13% | Reduce -24.4% | 15,922 | $1.2M |
| Fieldview Capital Management, LLC | 0.34% | Add +210.2% | 15,825 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +108.5% | 15,552 | $1.1M |
| &partners | 0.01% | Add +126.8% | 14,312 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +44.6% | 15,047 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +44.6% | 14,589 | $1.1M |
| iSAM Funds (UK) Ltd | 0.52% | New | 14,521 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +15.7% | 14,464 | $1.1M |
| M&T Bank Corp | 0.00% | Add +43.8% | 14,428 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +27.1% | 14,315 | $1.1M |
| Parrish Capital LLC | 0.93% | Add +2.6% | 14,281 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +147.2% | 18,885 | $1.0M |
| Commerce Bank | 0.01% | Add +5.5% | 14,164 | $1.0M |
| Magnetar Financial LLC | 0.01% | Add +83.8% | 14,159 | $1.0M |
| Redwood Investment Management, LLC | 0.13% | Add +0.1% | 14,155 | $1.0M |
| XML Financial, LLC | 0.08% | No change | 13,755 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +45.4% | 13,659 | $998K |
| Fox Run Management, L.L.C. | 0.17% | Reduce -36.6% | 13,661 | $997K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.3% | 13,181 | $963K |
| Assetmark, Inc. | 0.00% | Add +3.4% | 13,030 | $952K |
| QRG Capital Management, Inc. | 0.01% | Add +7.7% | 12,955 | $946K |
| Bessemer Group Inc. | 0.00% | Reduce -0.5% | 12,873 | $941K |
| Coldstream Capital Management Inc. | 0.01% | Add +9.2% | 12,863 | $939K |
| Federated Hermes, Inc. | 0.00% | Reduce -24.0% | 12,804 | $935K |
| Prospera Financial Services Inc | 0.01% | Reduce -37.3% | 12,711 | $930K |
| Wedmont Private Capital | 0.03% | Add +3.5% | 11,713 | $908K |
| Chicago Partners Investment Group LLC | 0.02% | Add +2.5% | 11,331 | $876K |
| Atlas Capital Advisors Inc. | 0.10% | Reduce -18.2% | 11,973 | $874K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +193.3% | 11,705 | $855K |
| MML Investors Services, LLC | 0.00% | Reduce -16.0% | 11,532 | $842K |
| DMC Group, LLC | 0.57% | Add +1.7% | 11,529 | $842K |
| Securian Asset Management, Inc. | 0.03% | No change | 11,219 | $819K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.6% | 11,155 | $815K |
| Patten & Patten Inc. | 0.05% | No change | 11,077 | $809K |
| HM Payson & Co. | 0.01% | Reduce -3.1% | 11,032 | $806K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.7% | 11,026 | $805K |
| Keel Point, LLC | 0.05% | Reduce -1.7% | 10,959 | $800K |
| CSS LLC | 0.12% | Reduce -8.8% | 10,789 | $788K |
| Integrated Wealth Concepts LLC | 0.01% | Add +64.2% | 10,629 | $776K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -17.3% | 10,628 | $776K |
| Greenleaf Trust | 0.01% | Add +5.7% | 10,446 | $763K |
| Boxwood Ventures, Inc. | 0.81% | No change | 10,412 | $760K |
| Kentucky Retirement Systems | 0.06% | New | 21,562 | $756K |
| Lido Advisors, LLC | 0.00% | Add +86.5% | 10,183 | $744K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 10,180 | $743K |
| Park Avenue Securities LLC | 0.01% | Reduce -10.9% | 9,993 | $730K |
| Jump Financial, LLC | 0.01% | Add +280.7% | 9,924 | $725K |
| Old National Bancorp | 0.01% | Add +3.1% | 9,692 | $708K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.3% | 9,564 | $698K |
| Carret Asset Management, LLC | 0.07% | No change | 9,482 | $692K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -9.3% | 9,393 | $686K |
| G2 Capital Management, LLC / Oh | 0.17% | New | 9,351 | $683K |
| BOS Asset Management, LLC | 0.17% | Reduce -19.0% | 9,208 | $672K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +101.7% | 9,182 | $671K |
| GAMMA Investing LLC | 0.03% | Reduce -0.6% | 9,109 | $665K |
| Abacus Wealth Partners, LLC | 0.06% | Reduce -15.5% | 9,077 | $663K |
| Greenwood Capital Associates LLC | 0.07% | New | 8,978 | $656K |
| Utah Retirement Systems | 0.01% | No change | 8,948 | $653K |
| Trivium Point Advisory, LLC | 0.12% | Reduce -8.8% | 8,943 | $653K |
| Mutual Advisors, LLC | 0.01% | Add +3.2% | 8,825 | $644K |
| Old Port Advisors | 0.15% | No change | 8,729 | $637K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.2% | 8,581 | $627K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1.9% | 8,545 | $624K |
| Optas, LLC | 0.09% | Add +188.7% | 8,503 | $621K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,486 | $620K |
| Jones Financial Companies LLLP | 0.00% | Add +0.7% | 8,441 | $615K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.2% | 8,352 | $610K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.3% | 8,273 | $604K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.6% | 8,157 | $596K |
| CIBC Asset Management Inc | 0.00% | No change | 8,130 | $594K |
| Dumont & Blake Investment Advisors LLC | 0.15% | Reduce -0.4% | 8,068 | $589K |
| Gsa Capital Partners LLP | 0.04% | Reduce -75.7% | 8,043 | $587K |
| Caption Management, LLC | 0.03% | New | 8,000 | $584K |
| Total Wealth Planning & Management, Inc. | 0.46% | Add +0.1% | 7,993 | $584K |
| Aspen Investment Management Inc | 0.18% | Reduce -4.2% | 7,980 | $583K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,977 | $583K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -3.1% | 7,976 | $582K |
| Quadrature Capital Ltd | 0.01% | New | 7,942 | $580K |
| D.A. Davidson & Co. | 0.00% | Add +1.9% | 7,922 | $579K |
| Choreo, LLC | 0.01% | Reduce -3.5% | 7,658 | $559K |
| Kera Capital Partners, Inc. | 0.07% | Add +25.6% | 7,656 | $559K |
| Axq Capital, LP | 0.07% | New | 7,624 | $557K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.4% | 7,562 | $552K |
| Advisors Capital Management, LLC | 0.01% | Add +4.8% | 7,544 | $551K |
| Meeder Advisory Services, Inc. | 0.02% | Add +1.0% | 7,522 | $549K |
| Tidal Investments LLC | 0.00% | Reduce -7.5% | 7,518 | $549K |
| Campion Asset Management | 0.37% | Reduce -0.2% | 7,516 | $549K |
| Shay Capital LLC | 0.08% | New | 7,500 | $548K |
| Arax Advisory Partners | 0.02% | Reduce -13.2% | 7,185 | $538K |
| Huntington National Bank | 0.00% | Add +145660.0% | 7,288 | $532K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.2% | 7,186 | $531K |
| Baird Financial Group, Inc. | 0.00% | No change | 7,241 | $529K |
| Ballentine Partners, LLC | 0.01% | Add +63.6% | 7,076 | $517K |
| Walleye Capital LLC | 0.00% | Add +10183.8% | 6,993 | $511K |
| Atria Investments, Inc | 0.01% | Add +25.7% | 6,936 | $507K |
| Callan Family Office, LLC | 0.01% | Add +1.7% | 6,928 | $506K |
| Syon Capital LLC | 0.03% | Reduce -14.4% | 6,909 | $505K |
| Pinebridge Investments LLC | 0.00% | New | 6,824 | $498K |
| Occudo Quantitative Strategies LP | 0.03% | Reduce -83.5% | 6,153 | $495K |
| FourThought Financial Partners, LLC | 0.04% | Add +55.5% | 6,753 | $493K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +3.6% | 6,733 | $492K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -53.7% | 6,672 | $487K |
| Accurate Wealth Management, LLC | 0.06% | Add +102.4% | 6,339 | $486K |
| Zacks Investment Management | 0.00% | Reduce -14.4% | 6,472 | $473K |
| Regions Financial Corp. | 0.00% | Reduce -0.1% | 6,468 | $472K |
| DNB Asset Management AS | 0.00% | New | 6,398 | $467K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 6,386 | $466K |
| IHT Wealth Management, LLC | 0.01% | Add +8.6% | 6,245 | $456K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +5.1% | 6,137 | $448K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 6,134 | $448K |
| Brown Advisory Inc. | 0.00% | Add +6.9% | 6,129 | $448K |
| Brown Brothers Harriman & Co. | 0.00% | Add +16.8% | 6,089 | $445K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 6,069 | $443K |
| Patten Group, Inc. | 0.08% | Add +0.4% | 5,956 | $435K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.18% | Add +0.1% | 5,943 | $434K |
| Sanctuary Advisors, LLC | 0.00% | Add +84.5% | 5,930 | $433K |
| Glenview Trust Co | 0.01% | Add +0.5% | 5,893 | $430K |
| Walleye Trading LLC | 0.01% | Reduce -6.0% | 5,823 | $425K |
| Means Investment Co., Inc. | 0.04% | Add +0.4% | 5,795 | $423K |
| Aries Wealth Management | 0.09% | No change | 5,736 | $419K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -59.9% | 5,734 | $419K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -46.7% | 5,725 | $418K |
| Integrity Alliance, Llc. | 0.02% | Add +0.4% | 5,704 | $417K |
| Farringdon Capital, Ltd. | 0.09% | New | 5,682 | $415K |
| TD Capital Management LLC | 0.04% | No change | 5,657 | $413K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.9% | 5,645 | $412K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.1% | 5,599 | $409K |
| AlphaGrep UK Ltd | 0.12% | Reduce -17.5% | 5,585 | $408K |
| Longfellow Investment Management Co. LLC | 0.08% | No change | 5,576 | $407K |
| Pallas Capital Advisors LLC | 0.02% | Add +3.9% | 5,522 | $403K |
| Inceptionr LLC | 0.10% | Reduce -51.7% | 5,495 | $401K |
| Arkadios Wealth Advisors | 0.01% | Add +3.0% | 5,459 | $399K |
| Sharpepoint LLC | 0.24% | Reduce -1.1% | 5,439 | $397K |
| R Squared Ltd | 0.22% | Reduce -14.6% | 5,410 | $395K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,324 | $389K |
| Quent Capital, LLC | 0.03% | Reduce -5.1% | 5,305 | $387K |
| Wedbush Securities Inc. | 0.01% | Add +0.8% | 5,257 | $384K |
| Csenge Advisory Group | 0.02% | Reduce -4.8% | 5,198 | $380K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.1% | 5,171 | $378K |
| Quadrant Capital Group LLC | 0.01% | Add +8.3% | 5,132 | $375K |
| Denali Advisors LLC | 0.04% | No change | 5,120 | $374K |
| First Horizon Corp. | 0.02% | Reduce -6.2% | 5,108 | $373K |
| Brooks, Moore & Associates, Inc. | 0.19% | No change | 5,098 | $372K |
| Parallel Advisors, LLC | 0.01% | Add +70.0% | 5,079 | $371K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -50.6% | 5,044 | $368K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 5,038 | $368K |
| nVerses Capital, LLC | 0.33% | New | 4,990 | $364K |
| Shelton Capital Management | 0.01% | Reduce -6.0% | 4,985 | $364K |
| Praxis Investment Management Inc. | 0.02% | Add +5.7% | 4,937 | $361K |
| North Dakota State Investment Board | 0.02% | Reduce -17.0% | 4,942 | $361K |
| SVB Wealth LLC | 0.02% | Add +1.5% | 4,939 | $361K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -8.3% | 4,903 | $358K |
| Erste Asset Management GmbH | 0.00% | Reduce -24.6% | 4,900 | $358K |
| KBC Group NV | 0.00% | No change | 4,890 | $357K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,825 | $352K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.3% | 4,804 | $351K |
| GeoWealth Management, LLC | 0.01% | New | 4,697 | $343K |
| Bridgefront Capital, LLC | 0.09% | New | 4,681 | $342K |
| Compound Planning, Inc. | 0.01% | Reduce -11.9% | 4,672 | $341K |
| Mirabella Financial Services LLP | 0.03% | Reduce -38.2% | 4,507 | $329K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -50.7% | 4,500 | $329K |
| Tripletail Wealth Management, LLC | 0.45% | Reduce -6.4% | 4,404 | $327K |
| Coastline Trust Co | 0.03% | No change | 4,470 | $326K |
| Frec Markets, Inc. | 0.06% | New | 4,444 | $325K |
| AlTi Global, Inc. | 0.01% | Reduce -0.1% | 4,427 | $323K |
| Jacobi Capital Management LLC | 0.02% | Add +21.9% | 4,331 | $316K |
| Delta Asset Management LLC | 0.03% | No change | 4,325 | $316K |
| SageView Advisory Group, LLC | 0.01% | Reduce -6.9% | 4,305 | $314K |
| Seeds Investor LLC | 0.04% | Reduce -0.6% | 4,044 | $314K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,243 | $310K |
| Empirical Asset Management, LLC | 0.08% | New | 4,195 | $306K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 4,148 | $303K |
| Allworth Financial LP | 0.00% | Reduce -17.3% | 4,133 | $302K |
| JMN Financial LLC | 0.30% | Reduce -47.6% | 4,132 | $302K |
| Wetzel Investment Advisors, Inc. | 0.12% | Reduce -2.4% | 4,090 | $299K |
| Commonwealth Financial Services, LLC | 0.05% | New | 4,047 | $296K |
| Anchyra Partners LLC | 0.09% | New | 4,026 | $294K |
| Schulhoff & Co. Inc. | 0.12% | No change | 4,000 | $292K |
| Arnhold LLC | 0.02% | No change | 4,000 | $292K |
| Mather Group, Llc. | 0.00% | Reduce -2.0% | 3,980 | $291K |
| Calamos Wealth Management LLC | 0.01% | New | 3,925 | $287K |
| Calamos Advisors LLC | 0.00% | New | 3,925 | $287K |
| Certuity, LLC | 0.02% | Add +34.5% | 3,871 | $283K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -3.1% | 3,857 | $282K |
| Brighton Jones LLC | 0.01% | New | 3,846 | $281K |
| 111 Capital | 0.07% | Reduce -33.2% | 3,806 | $278K |
| Gardner Russo & Quinn | 0.00% | No change | 3,800 | $278K |
| Moors & Cabot, Inc. | 0.01% | No change | 3,791 | $277K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.9% | 3,782 | $276K |
| Centurion Wealth Management LLC | 0.06% | No change | 3,750 | $274K |
| Net Worth Advisory Group | 0.06% | Reduce -12.0% | 3,747 | $274K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -23.5% | 3,717 | $271K |
| Atom Investors LP | 0.02% | New | 3,672 | $268K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -5.5% | 3,659 | $267K |
| Graham Capital Management, L.P. | 0.01% | New | 3,629 | $265K |
| Sage Rhino Capital LLC | 0.05% | Add +3.1% | 3,587 | $262K |
| Oxford Asset Management LLP | 0.11% | Reduce -49.8% | 3,567 | $260K |
| NewEdge Wealth, LLC | 0.00% | Reduce -28.0% | 3,554 | $260K |
| Capital Square, LLC | 0.12% | Add +0.0% | 3,332 | $258K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.5% | 3,517 | $257K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -6.6% | 3,516 | $257K |
| Spinnaker Trust | 0.01% | No change | 3,515 | $257K |
| Welch & Forbes LLC | 0.00% | Reduce -1.6% | 3,515 | $257K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,480 | $254K |
| Childress Capital Advisors, LLC | 0.04% | Reduce -6.9% | 3,416 | $249K |
| Elyxium Wealth, LLC | 0.08% | Add +2.3% | 3,410 | $249K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +33.5% | 3,399 | $248K |
| Integrated Advisors Network LLC | 0.01% | New | 3,363 | $246K |
| IFP Advisors, Inc | 0.01% | Reduce -44.9% | 3,357 | $245K |
| Diversified Enterprises, LLC | 0.01% | Reduce -2.4% | 3,321 | $243K |
| Diversified Trust Co. | 0.00% | Reduce -14.9% | 3,315 | $242K |
| Eastern Bank | 0.00% | Reduce -0.2% | 3,298 | $241K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.2% | 3,296 | $241K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 3,270 | $239K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 3,260 | $238K |
| Clearstead Advisors, LLC | 0.00% | Reduce -13.3% | 3,249 | $237K |
| Krilogy Financial LLC | 0.01% | Reduce -17.5% | 2,993 | $236K |
| Fidelis Capital Partners, LLC | 0.02% | Add +2.7% | 3,206 | $234K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -38.3% | 3,202 | $234K |
| Bank & Trust Co | 0.16% | No change | 3,202 | $234K |
| Laurion Capital Management LP | 0.02% | New | 3,197 | $233K |
| KPP Advisory Services LLC | 0.03% | No change | 3,194 | $233K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +6.2% | 3,184 | $233K |
| Horizon Investments, LLC | 0.00% | Reduce -8.1% | 3,184 | $231K |
| HUB Investment Partners, LLC | 0.01% | Reduce -17.4% | 3,157 | $231K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -92.8% | 3,102 | $227K |
| Blue Trust, Inc. | 0.00% | Reduce -1.1% | 3,096 | $226K |
| UMB Bank, n.a. | 0.00% | Reduce -23.9% | 3,095 | $226K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -31.3% | 3,080 | $226K |
| Machina Capital S.A.S. | 0.04% | New | 3,047 | $223K |
| Sterling Investment Counsel, LLC | 0.06% | Add +3.4% | 3,043 | $222K |
| MJP Associates Inc. | 0.03% | Add +3.0% | 3,014 | $220K |
| Advisor OS, LLC | 0.02% | Add +3.0% | 3,014 | $220K |
| Sage Capital Management, LLC | 0.10% | Add +0.6% | 3,007 | $220K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 3,005 | $219K |
| Plancorp, LLC | 0.01% | Reduce -51.8% | 2,857 | $219K |
| Claro Advisors Inc. | 0.03% | New | 2,996 | $219K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +43.3% | 2,980 | $218K |
| Portland Global Advisors LLC | 0.02% | No change | 2,925 | $214K |
| Victory Financial Group, LLC | 0.03% | New | 2,913 | $213K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 2,882 | $211K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.7% | 2,883 | $210K |
| Midwest Trust Co | 0.00% | Reduce -11.8% | 2,874 | $210K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,863 | $209K |
| Hantz Financial Services, Inc. | 0.00% | Add +31.0% | 2,868 | $209K |
| Obsidian Cio, LLC | 0.19% | New | 2,832 | $207K |
| Crestwood Advisors Group, LLC | 0.00% | Add +1.6% | 2,825 | $206K |
| Independent Advisor Alliance | 0.00% | New | 2,805 | $205K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,791 | $204K |
| PFG Investments, LLC | 0.01% | Reduce -1.6% | 2,779 | $203K |
| Profund Advisors LLC | 0.01% | Reduce -11.2% | 2,774 | $203K |
| West Branch Capital LLC | 0.05% | No change | 2,709 | $198K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -15.6% | 2,580 | $188K |
| Toth Financial Advisory Corp. | 0.02% | No change | 2,559 | $187K |
| Group One Trading LLC | 0.01% | Add +879.7% | 2,361 | $172K |
| J.Safra Asset Management Corp | 0.01% | No change | 2,340 | $171K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.3% | 2,338 | $171K |
| Curat Global, LLC | 0.16% | No change | 2,195 | $160K |
| Versant Capital Management, Inc | 0.02% | Add +12.2% | 2,167 | $158K |
| TD Waterhouse Canada Inc. | 0.00% | Add +11.3% | 2,060 | $152K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -39.8% | 2,048 | $150K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.5% | 1,995 | $146K |
| New England Capital Financial Advisors LLC | 0.04% | No change | 1,904 | $139K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,900 | $139K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.9% | 1,813 | $132K |
| State of Wyoming | 0.02% | Reduce -77.8% | 1,792 | $131K |
| Employees Retirement System of Texas | 0.00% | New | 1,748 | $128K |
| Addison Advisors LLC | 0.03% | Reduce -1.2% | 1,595 | $116K |
| Caitlin John, LLC | 0.07% | Reduce -9.5% | 1,500 | $110K |
| Richardson Financial Services Inc. | 0.07% | Reduce -0.7% | 1,485 | $108K |
| Westfuller Advisors, LLC | 0.04% | Add +2.8% | 1,414 | $103K |
| CVA Family Office, LLC | 0.01% | Add +26.5% | 1,379 | $101K |
| St Germain D J Co. Inc. | 0.00% | Add +109.3% | 1,277 | $93K |
| Root Financial Partners, LLC | 0.00% | Add +15.1% | 1,265 | $92K |
| Basecamp Wealth Advisors LLC | 0.02% | Add +0.6% | 1,255 | $92K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,172 | $89K |
| Whittier Trust Co. | 0.00% | Reduce -4.3% | 1,135 | $86K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -4.5% | 1,178 | $86K |
| WPG Advisers, LLC | 0.06% | Reduce -13.2% | 1,156 | $84K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,154 | $84K |
| Rothschild Investment LLC | 0.00% | Reduce -43.0% | 1,151 | $84K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -7.1% | 1,065 | $78K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $77K |
| Manchester Capital Management LLC | 0.01% | No change | 1,027 | $75K |
| Harbour Investments, Inc. | 0.00% | Add +15.8% | 1,013 | $74K |
| Evergreen Advisors, LLC | 0.02% | New | 1,000 | $73K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $73K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -98.1% | 973 | $71K |
| Capital Analysts, LLC | 0.00% | Add +0.6% | 958 | $70K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.5% | 957 | $70K |
| William B. Walkup & Associates, Inc. | 0.04% | Reduce -24.3% | 855 | $70K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 953 | $70K |
| Destiny Wealth Partners, LLC | 0.01% | New | 941 | $69K |
| V-Square Quantitative Management LLC | 0.01% | No change | 932 | $68K |
| Ancora Advisors LLC | 0.00% | Add +8.7% | 922 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.4% | 835 | $61K |
| Private Trust Co. NA | 0.01% | Reduce -70.3% | 789 | $58K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -1.5% | 782 | $57K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +62.1% | 775 | $57K |
| International Assets Investment Management, LLC | 0.00% | New | 750 | $55K |
| Los Angeles Capital Management LLC | 0.00% | Add +1.2% | 732 | $53K |
| JPL Wealth Management, LLC | 0.01% | New | 716 | $52K |
| MCF Advisors LLC | 0.00% | No change | 705 | $51K |
| Sound Income Strategies, LLC | 0.00% | No change | 688 | $51K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +59.9% | 633 | $46K |
| Quarry LP | 0.01% | New | 630 | $46K |
| SJS Investment Consulting Inc. | 0.01% | Add +3.6% | 630 | $46K |
| Millstone Evans Group, LLC | 0.03% | No change | 620 | $45K |
| Covestor Ltd | 0.03% | Reduce -60.6% | 606 | $44K |
| True Wealth Design, LLC | 0.01% | Reduce -2.3% | 594 | $43K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 571 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +11.5% | 524 | $38K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 500 | $37K |
| McIlrath & Eck, LLC | 0.00% | No change | 463 | $34K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 429 | $31K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 427 | $31K |
| Ares Financial Consulting, LLC | 0.02% | Add +231.8% | 418 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -33.4% | 415 | $30K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 411 | $30K |
| Triumph Capital Management | 0.01% | No change | 400 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 396 | $29K |
| MBM Wealth Consultants, LLC | 0.01% | New | 392 | $29K |
| WealthCollab, LLC | 0.01% | No change | 370 | $27K |
| Rossby Financial, LCC | 0.01% | Add +46.3% | 354 | $26K |
| SHP Wealth Management | 0.00% | Add +9.8% | 358 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +92.8% | 322 | $24K |
| Essential Partners LLC | 0.01% | Reduce -61.2% | 320 | $23K |
| Merrithew & Thorsten Inc | 0.02% | Add +0.6% | 315 | $23K |
| Founders Capital Management | 0.01% | No change | 300 | $22K |
| SWAN Capital LLC | 0.01% | New | 300 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +0.4% | 279 | $22K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -86.3% | 283 | $21K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.5% | 283 | $21K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.5% | 272 | $20K |
| Private Wealth Management Group, LLC | 0.00% | No change | 256 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 255 | $19K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -50.0% | 250 | $18K |
| Hollencrest Capital Management | 0.00% | Add +0.8% | 243 | $18K |
| Evolution Wealth Management Inc. | 0.01% | No change | 241 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +0.4% | 235 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 223 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $16K |
| Investors Portfolio Services LLC | 0.01% | Add +21.6% | 214 | $16K |
| Bullock Wealth Management Group | 0.01% | No change | 205 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 200 | $15K |
| Sachetta, LLC | 0.01% | Add +219.7% | 195 | $14K |
| Monetary Solutions, Ltd | 0.01% | No change | 182 | $13K |
| Fortitude Family Office, LLC | 0.00% | Add +67.6% | 181 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 179 | $13K |
| Wealth Preservation Advisors, LLC | 0.01% | Reduce -39.0% | 175 | $13K |
| Grove Bank & Trust | 0.00% | Add +11.8% | 171 | $12K |
| CX Institutional | 0.00% | New | 163 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -36.4% | 154 | $11K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 142 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 140 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $10K |
| Newton One Investments LLC | 0.00% | Add +0.7% | 139 | $10K |
| American National Bank & Trust | 0.00% | No change | 122 | $9K |
| IMG Wealth Management, Inc. | 0.01% | New | 121 | $9K |
| Magnolia Wealth Management, LLC | 0.01% | New | 120 | $9K |
| Wall Street Financial Group, Inc. | 0.01% | New | 119 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -19.2% | 118 | $9K |
| United Financial Planning Group LLC | 0.00% | New | 112 | $8K |
| LRI Investments, LLC | 0.00% | Add +86.2% | 108 | $8K |
| Whipplewood Advisors, LLC | 0.00% | New | 103 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 99 | $7K |
| Danske Bank A/S | 0.00% | Reduce -94.1% | 100 | $7K |
| NFSG Corp | 0.00% | No change | 86 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -2.3% | 85 | $6K |
| Heritage Wealth Advisors | 0.00% | Reduce -78.5% | 83 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 80 | $6K |
| Kelleher Financial Advisors | 0.00% | No change | 67 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Add +195.8% | 71 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +600.0% | 70 | $5K |
| Synergy Investment Management, LLC | 0.00% | New | 70 | $5K |
| Key Financial Inc | 0.00% | No change | 64 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 63 | $5K |
| Colonial Trust Co / SC | 0.00% | New | 59 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 57 | $4K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -54.8% | 57 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 55 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 53 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 47 | $3K |
| High Note Wealth, LLC | 0.00% | Reduce -41.2% | 40 | $3K |
| MidFirst Bank | 0.00% | New | 40 | $3K |
| Spire Wealth Management | 0.00% | No change | 39 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -40.6% | 38 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -9.5% | 38 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +47.8% | 34 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +33.3% | 32 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +77.8% | 32 | $2K |
| SouthState Bank Corp | 0.00% | No change | 30 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +42.9% | 30 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 28 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -20.0% | 28 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 32 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +145.4% | 27 | $2K |
| Torren Management, LLC | 0.00% | Reduce -99.0% | 27 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 24 | $2K |
| Clean Yield Group | 0.00% | No change | 26 | $2K |
| Signature Equity Partners, LLC | 0.00% | Reduce -70.6% | 25 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +71.4% | 24 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 21 | $2K |
| NBT Bank, N.A. | 0.00% | New | 19 | $1K |
| Winch Advisory Services, LLC | 0.00% | Add +5.6% | 19 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $1K |
| Strive Financial Group ,LLC | 0.00% | Reduce -40.0% | 12 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +18.2% | 13 | $949 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 11 | $803 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 11 | $803 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -95.8% | 11 | $803 |
| Dunhill Financial, LLC | 0.00% | Add +150.0% | 10 | $770 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -23.1% | 10 | $730 |
| Hughes Financial Services, LLC | 0.00% | Add +11.1% | 10 | $730 |
| Bare Financial Services, Inc | 0.00% | Reduce -76.3% | 9 | $657 |
| 1015 Capital Partners, LLC | 0.00% | No change | 8 | $584 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 6 | $438 |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 6 | $438 |
| Prestige Wealth Management Group LLC | 0.00% | New | 5 | $366 |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $365 |
| Highline Wealth Partners LLC | 0.00% | No change | 4 | $292 |
| Curio Wealth, LLC | 0.00% | New | 4 | $292 |
| Seneschal Advisors, LLC | 0.00% | No change | 3 | $220 |
| Kilter Group LLC | 0.00% | Reduce -76.9% | 3 | $220 |
| MV Capital Management, Inc. | 0.00% | Add +200.0% | 3 | $220 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $220 |
| Raffa Wealth Management, LLC | 0.00% | New | 3 | $219 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $147 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $74 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $73 |
| Avion Wealth | 0.00% | No change | 13 | $0 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.