Unum GroupUNM
13F holders, Q2 2026 (June 30)765holders +64
110new positions
51sold out
11famous investors
$89.35avg. 13F price*
At the end of Q2 2026, 765 institutions reported holding Unum Group (UNM) in their 13F filings, up 64 from Q1 2026. 110 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($1.6B), Norges Bank ($1.2B) and Vanguard Portfolio Management LLC ($767.8M). 11 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $275.8M |
| Exits | 51 | $39.7M |
All 13F filers, Q1 2026 → Q2 2026: 13,114,183 shares bought and 11,373,191 shares sold, net +1,740,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| BlackRock, Inc. | 0.02% | Reduce -1.3% | 17,994,655 | $1.6B |
| Norges Bank | 0.12% | — | 13,256,645 | $1.2B |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -8.1% | 8,587,898 | $767.8M |
| FMR LLC | 0.03% | Add +7.3% | 7,737,197 | $691.7M |
| Vanguard Capital Management LLC | 0.01% | Reduce -2.0% | 6,804,023 | $608.3M |
| State Street Corp. | 0.01% | Reduce -1.5% | 5,069,408 | $453.2M |
| Dimensional Fund Advisors LP | 0.07% | Add +1.3% | 4,137,367 | $369.9M |
| Morgan Stanley | 0.02% | Reduce -2.5% | 3,249,453 | $290.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -6.1% | 3,120,361 | $279.0M |
| AQR Capital Management | 0.09% | Add +56.6% | 2,988,552 | $266.2M |
| LSV Asset Management | 0.39% | Reduce -6.6% | 2,413,125 | $215.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +21.2% | 1,916,545 | $171.3M |
| First Trust Advisors LP | 0.10% | Reduce -41.5% | 1,899,262 | $169.8M |
| Qube Research & Technologies Ltd | 0.19% | Add +118.8% | 1,887,949 | $168.8M |
| Nuveen, LLC | 0.04% | Add +48.8% | 1,762,384 | $157.6M |
| Two Sigma Investments, LP | 0.12% | Add +15.4% | 1,759,799 | $157.3M |
| Northern Trust Corp. | 0.02% | Reduce -1.5% | 1,699,338 | $151.9M |
| Woodline Partners LP | 0.46% | Reduce -9.1% | 1,665,459 | $148.9M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +138.0% | 1,503,280 | $134.4M |
| Millennium Management | 0.09% | Reduce -17.6% | 1,383,673 | $123.7M |
| Victory Capital Management Inc. | 0.07% | Reduce -16.2% | 1,378,987 | $123.3M |
| TOMS Capital Investment Management LP | 6.02% | New | 1,275,000 | $114.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.2% | 1,221,361 | $109.2M |
| D. E. Shaw & Co. | 0.07% | Add +11.1% | 1,158,462 | $103.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.4% | 1,132,607 | $101.3M |
| UBS Group AG | 0.02% | Add +36.7% | 1,109,567 | $99.2M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -28.2% | 1,102,917 | $98.6M |
| Royal Bank of Canada | 0.02% | Reduce -0.5% | 1,029,814 | $92.1M |
| Nordea Investment Management AB | 0.07% | Reduce -12.0% | 951,044 | $85.9M |
| Canada Pension Plan Investment Board | 0.05% | Add +12.0% | 940,681 | $84.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -1.5% | 935,478 | $83.6M |
| Quantinno Capital Management LP | 0.09% | Add +16.2% | 876,245 | $78.3M |
| Jane Street Group, LLC | 0.05% | Add +16.4% | 866,985 | $77.5M |
| Point72 Asset Management | 0.12% | Reduce -25.1% | 863,930 | $77.2M |
| Invesco Ltd. | 0.01% | Reduce -9.5% | 763,330 | $68.2M |
| Zurich Insurance Group Ltd | 0.43% | Add +22.3% | 691,751 | $61.8M |
| Swedbank AB | 0.05% | Add +38.3% | 686,077 | $61.3M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Reduce -67.5% | 650,000 | $58.1M |
| Donald Smith & Co., Inc. | 1.03% | Reduce -51.1% | 649,485 | $58.1M |
| Jain Global LLC | 0.72% | Add +6.5% | 633,694 | $56.7M |
| Bank of America Corp. | 0.00% | Add +6.6% | 618,267 | $55.3M |
| Sei Investments Co. | 0.05% | Reduce -0.8% | 603,779 | $54.0M |
| Franklin Resources Inc. | 0.01% | Add +17.7% | 550,829 | $49.2M |
| Freestone Grove Partners LP | 0.32% | Add +45.5% | 548,830 | $49.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.5% | 514,225 | $46.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -6.5% | 508,944 | $45.5M |
| Ensign Peak Advisors, Inc | 0.07% | Reduce -15.0% | 496,562 | $44.4M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +7.9% | 481,871 | $44.0M |
| Grace & White Inc. | 6.99% | Reduce -0.1% | 487,610 | $43.6M |
| Allianz Asset Management GmbH | 0.04% | Add +0.5% | 462,851 | $41.4M |
| Epoch Investment Partners, Inc. | 0.22% | New | 434,578 | $38.9M |
| Assenagon Asset Management S.A. | 0.05% | Add +84.5% | 427,364 | $38.2M |
| Neuberger Berman Group LLC | 0.03% | Reduce -2.0% | 418,461 | $37.4M |
| Jacobs Levy Equity Management, Inc. | 0.13% | Add +12.1% | 402,157 | $36.0M |
| Rhumbline Advisers | 0.03% | Reduce -6.2% | 401,010 | $35.9M |
| Algebris (uk) Ltd. | 2.35% | Reduce -57.9% | 397,355 | $35.4M |
| Wedge Capital Management L L P | 0.58% | Reduce -6.8% | 390,340 | $34.9M |
| Deutsche Bank AG | 0.01% | Add +601.6% | 355,483 | $31.8M |
| Amundi | 0.01% | Add +1140.5% | 340,443 | $30.4M |
| Citadel Advisors | 0.02% | Add +34.5% | 339,678 | $30.4M |
| ProShare Advisors LLC | 0.04% | Add +0.0% | 339,006 | $30.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.0% | 333,861 | $29.8M |
| Alyeska Investment Group, L.P. | 0.07% | Reduce -37.0% | 323,378 | $28.9M |
| Truist Financial Corp. | 0.03% | Add +0.2% | 322,479 | $28.8M |
| California Public Employees Retirement System | 0.02% | Reduce -26.6% | 308,865 | $27.6M |
| Los Angeles Capital Management LLC | 0.10% | Add +41877.5% | 307,275 | $27.5M |
| LPL Financial LLC | 0.01% | Add +2.9% | 304,046 | $27.2M |
| Lazard Asset Management LLC | 0.04% | Add +19.9% | 301,296 | $26.9M |
| Swiss National Bank | 0.01% | Reduce -7.3% | 291,700 | $26.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.7% | 291,213 | $26.0M |
| HRT Financial LP | 0.05% | Reduce -46.1% | 290,974 | $26.0M |
| Wellington Management Group LLP | 0.00% | Reduce -21.1% | 287,512 | $25.7M |
| Interval Partners, LP | 0.82% | Reduce -8.1% | 285,437 | $25.5M |
| Retirement Systems of Alabama | 0.07% | Reduce -20.0% | 275,334 | $24.6M |
| Storebrand Asset Management As | 0.06% | No change | 272,593 | $24.4M |
| Captrust Financial Advisors | 0.04% | Add +5.2% | 269,039 | $24.1M |
| Engineers Gate Manager LP | 0.30% | Reduce -3.8% | 260,395 | $23.3M |
| Squarepoint Ops LLC | 0.05% | Reduce -49.3% | 257,658 | $23.0M |
| Capital Fund Management S.A. | 0.16% | Add +379.3% | 246,034 | $22.0M |
| Schonfeld Strategic Advisors LLC | 0.11% | Reduce -12.9% | 236,710 | $21.2M |
| Gateway Investment Advisers LLC | 0.21% | Add +3.5% | 235,636 | $21.1M |
| Vest Financial, LLC | 0.21% | Reduce -41.8% | 228,993 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 228,137 | $20.4M |
| Bridgewater Associates | 0.08% | Reduce -8.4% | 226,541 | $20.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.3% | 226,519 | $20.3M |
| Legal & General Group Plc | 0.00% | Reduce -7.2% | 220,109 | $19.7M |
| Susquehanna International Group, LLP | 0.02% | Add +149.5% | 216,145 | $19.3M |
| Algert Global LLC | 0.23% | Reduce -3.8% | 215,251 | $19.2M |
| Creative Planning | 0.01% | Add +32.2% | 204,086 | $18.2M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 250,712 | $18.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.11% | Add +29.0% | 202,416 | $18.1M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -24.3% | 185,738 | $16.6M |
| McGowan Group Asset Management, Inc. | 2.02% | Reduce -1.7% | 185,469 | $16.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +33.7% | 183,823 | $16.4M |
| Renaissance Technologies | 0.02% | Add +88.0% | 181,400 | $16.2M |
| Voya Investment Management LLC | 0.02% | Reduce -7.6% | 178,931 | $16.0M |
| Gillson Capital LP | 0.92% | Reduce -53.2% | 174,635 | $15.6M |
| Barclays PLC | 0.00% | Reduce -12.4% | 174,115 | $15.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -23.2% | 210,359 | $15.4M |
| Trexquant Investment LP | 0.10% | Add +67.4% | 171,793 | $15.4M |
| California State Teachers Retirement System | 0.01% | Reduce -10.3% | 168,876 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +977.7% | 167,607 | $15.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +14.5% | 163,483 | $14.6M |
| ExodusPoint Capital Management, LP | 0.13% | Add +140.0% | 159,737 | $14.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -31.5% | 154,715 | $13.8M |
| Caption Management, LLC | 0.48% | Add +1745.2% | 147,614 | $13.2M |
| TD Asset Management Inc | 0.01% | New | 147,385 | $13.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +1715.8% | 144,848 | $12.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -1.8% | 143,630 | $12.8M |
| Bank of Nova Scotia | 0.02% | Add +308.9% | 142,302 | $12.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Reduce -0.8% | 142,027 | $12.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -17.3% | 137,694 | $12.3M |
| Hudson Bay Capital Management LP | 0.06% | Reduce -10.2% | 136,709 | $12.2M |
| South Dakota Investment Council | 0.21% | Reduce -20.1% | 135,418 | $12.1M |
| Corient Private Wealth LP | 0.02% | Reduce -35.6% | 133,576 | $11.9M |
| Hancock Whitney Corp. | 0.20% | Add +211.2% | 131,295 | $11.7M |
| American Century Companies Inc. | 0.01% | Reduce -0.2% | 130,694 | $11.7M |
| Prana Capital Management, LP | 0.34% | Add +447.2% | 125,529 | $11.2M |
| Foster & Motley Inc. | 0.51% | Reduce -0.3% | 123,518 | $11.0M |
| IFG Advisory, LLC | 0.36% | New | 115,618 | $10.3M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 114,000 | $10.2M |
| Cerity Partners LLC | 0.01% | Add +21.7% | 111,840 | $10.0M |
| Lighthouse Investment Partners, LLC | 0.31% | Reduce -1.1% | 111,511 | $10.0M |
| Stifel Financial Corp. | 0.01% | Reduce -25.5% | 111,084 | $9.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -5.8% | 110,974 | $9.9M |
| US Bancorp \de | 0.01% | Add +5.4% | 110,873 | $9.9M |
| BNP Paribas Financial Markets | 0.01% | Add +35.2% | 109,018 | $9.7M |
| Caisse de depot et placement du Quebec | 0.01% | Add +328.6% | 108,000 | $9.7M |
| New York State Common Retirement Fund | 0.01% | Add +9.2% | 107,833 | $9.6M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 107,564 | $9.6M |
| Y-Intercept (Hong Kong) Ltd | 0.18% | Add +88.9% | 101,815 | $9.1M |
| BTC Capital Management, Inc. | 0.55% | Add +1.5% | 101,711 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.4% | 101,279 | $9.1M |
| Jupiter Topco LLC | 0.00% | — | 100,767 | $9.0M |
| AlphaCore Capital LLC | 0.16% | Add +1.7% | 97,506 | $8.7M |
| Teacher Retirement System of Texas | 0.02% | Reduce -18.2% | 92,173 | $8.2M |
| Citigroup Inc. | 0.00% | Add +18.0% | 89,675 | $8.0M |
| Brevan Howard Capital Management LP | 0.12% | Add +228.7% | 89,181 | $8.0M |
| Mariner, LLC | 0.01% | Add +448.5% | 88,837 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.6% | 87,402 | $7.8M |
| Ieq Capital, LLC | 0.04% | New | 86,700 | $7.8M |
| Calydon Capital | 1.13% | Reduce -1.0% | 86,624 | $7.7M |
| IMC-Chicago, LLC | 0.07% | New | 85,230 | $7.6M |
| Prudential Financial Inc. | 0.01% | Add +19.6% | 83,498 | $7.5M |
| NewSquare Capital LLC | 0.54% | Add +4.3% | 81,641 | $7.3M |
| Nomura Holdings Inc. | 0.03% | New | 81,627 | $7.3M |
| Intech Investment Management LLC | 0.07% | Add +52.5% | 79,529 | $7.1M |
| Man Group plc | 0.01% | Reduce -61.6% | 77,861 | $7.0M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.3% | 77,216 | $6.9M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.0% | 75,586 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.3% | 74,128 | $6.6M |
| Silver Lake Advisory, LLC | 2.34% | Reduce -0.6% | 73,190 | $6.5M |
| CI Investments Inc. | 0.02% | Reduce -10.1% | 73,186 | $6.5M |
| Fifth Third Bancorp | 0.01% | Reduce -9.4% | 73,151 | $6.5M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.21% | Reduce -21.9% | 72,400 | $6.5M |
| Group One Trading LLC | 0.18% | Add +2925.9% | 71,442 | $6.4M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Reduce -0.3% | 71,336 | $6.4M |
| MetLife Investment Management, LLC | 0.03% | Reduce -5.7% | 70,959 | $6.3M |
| Viking Fund Management LLC | 0.56% | No change | 70,000 | $6.3M |
| Tudor Investment Corporation | 0.03% | New | 68,542 | $6.1M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -5.1% | 67,469 | $6.0M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +0.7% | 66,746 | $6.0M |
| Panagora Asset Management Inc. | 0.02% | New | 66,434 | $5.9M |
| Dark Forest Capital Management LP | 0.38% | Add +208.7% | 66,426 | $5.9M |
| Amalgamated Bank | 0.04% | Reduce -7.5% | 65,578 | $5.9M |
| Occudo Quantitative Strategies LP | 0.31% | Add +960.3% | 65,237 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +9.1% | 64,983 | $5.8M |
| Pathstone Holdings, LLC | 0.02% | Add +1.7% | 62,605 | $5.6M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -1.8% | 62,366 | $5.6M |
| MAI Capital Management | 0.02% | Add +12.5% | 61,130 | $5.5M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -9.3% | 60,927 | $5.4M |
| Cibc World Market Inc. | 0.01% | Add +6.8% | 58,387 | $5.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -74.5% | 58,194 | $5.2M |
| State of Wisconsin Investment Board | 0.01% | Add +9.4% | 57,870 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +27.5% | 57,574 | $5.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -14.4% | 56,519 | $5.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -23.8% | 55,643 | $5.0M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -6.4% | 54,680 | $4.9M |
| Auxier Asset Management LLC | 0.65% | Reduce -2.4% | 54,502 | $4.9M |
| KLP Kapitalforvaltning As | 0.02% | No change | 53,300 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +19.7% | 55,711 | $4.7M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | Add +5.8% | 49,243 | $4.4M |
| Qsemble Capital Management, LP | 0.56% | Add +112.0% | 49,037 | $4.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.6% | 48,714 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 48,461 | $4.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -5.7% | 48,000 | $4.3M |
| Mizuho Markets Americas LLC | 0.07% | New | 45,200 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.4% | 44,952 | $4.0M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -2.3% | 43,402 | $3.9M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -2.7% | 43,000 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -9.0% | 42,941 | $3.8M |
| Handelsbanken Fonder AB | 0.01% | Add +6.7% | 41,207 | $3.7M |
| Acadian Asset Management LLC | 0.00% | New | 41,245 | $3.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +5.0% | 40,699 | $3.6M |
| Arizona State Retirement System | 0.02% | Reduce -8.2% | 40,105 | $3.6M |
| Anchor Investment Management, LLC | 0.26% | Reduce -0.6% | 39,380 | $3.5M |
| TD Private Client Wealth LLC | 0.06% | Add +14140.8% | 38,735 | $3.5M |
| Natixis Advisors, LLC | 0.00% | Add +0.1% | 38,324 | $3.4M |
| apricus wealth, LLC | 1.63% | Reduce -0.6% | 38,170 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 37,677 | $3.4M |
| Nomura Asset Management International Inc. | 0.01% | No change | 37,500 | $3.4M |
| Marshall Wace, LLP | 0.00% | New | 36,996 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.2% | 36,539 | $3.3M |
| Great Diamond Partners, LLC | 0.56% | Reduce -3.2% | 36,539 | $3.3M |
| Waterfront Wealth Inc. | 0.51% | Reduce -0.2% | 37,323 | $3.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | Reduce -8.6% | 36,312 | $3.2M |
| Sculati Wealth Management, LLC | 1.06% | Reduce -0.9% | 35,576 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.1% | 35,364 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -7.9% | 35,191 | $3.1M |
| Numerai GP LLC | 0.26% | Reduce -30.3% | 35,048 | $3.1M |
| Ritholtz Wealth Management | 0.05% | Add +0.4% | 35,011 | $3.1M |
| Naples Global Advisors, LLC | 0.19% | Add +4.5% | 34,597 | $3.1M |
| State of Michigan Retirement System | 0.01% | Reduce -6.3% | 34,400 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +22.9% | 33,838 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.7% | 33,816 | $3.0M |
| PEAK6 LLC | 0.07% | Add +71.5% | 33,576 | $3.0M |
| Ethic Inc. | 0.04% | Add +34.2% | 33,575 | $3.0M |
| Caxton Associates LLP | 0.06% | Add +20.0% | 33,317 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -3.2% | 33,066 | $3.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 32,443 | $2.9M |
| Kendall Capital Management | 0.47% | Reduce -4.9% | 31,695 | $2.8M |
| HHM Wealth Advisors, LLC | 0.28% | Add +0.8% | 31,593 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Reduce -16.1% | 30,416 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.9% | 30,383 | $2.7M |
| CPC Advisors, LLC | 0.36% | Add +2.7% | 30,209 | $2.7M |
| Edgestream Partners, L.P. | 0.08% | New | 30,074 | $2.7M |
| Klein Pavlis & Peasley Financial, Inc. | 1.39% | Add +1.0% | 29,900 | $2.7M |
| Graham Capital Management, L.P. | 0.10% | Add +706.7% | 29,275 | $2.6M |
| Gotham Asset Management | 0.01% | New | 29,176 | $2.6M |
| Quadrature Capital Ltd | 0.02% | Add +261.6% | 28,721 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.2% | 28,243 | $2.5M |
| Catalyst Funds Management Pty Ltd | 0.14% | Add +54.0% | 28,086 | $2.5M |
| Axq Capital, LP | 0.27% | Add +266.3% | 27,924 | $2.5M |
| Peak Financial Advisors LLC | 1.01% | New | 27,247 | $2.4M |
| Aviance Capital Partners, LLC | 0.25% | Reduce -2.2% | 27,214 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -60.5% | 26,464 | $2.4M |
| Impax Asset Management Group plc | 0.02% | Add +4.5% | 26,177 | $2.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 26,040 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.8% | 25,910 | $2.3M |
| Bokf, NA | 0.03% | Reduce -3.5% | 25,799 | $2.3M |
| Goelzer Investment Management, Inc. | 0.10% | Reduce -6.5% | 25,728 | $2.3M |
| Savant Capital, LLC | 0.01% | Add +72.2% | 27,480 | $2.2M |
| Machina Capital S.A.S. | 0.35% | Add +717.3% | 24,904 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -7.3% | 24,329 | $2.2M |
| Bailard, Inc. | 0.04% | Add +25.8% | 23,608 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.1% | 23,588 | $2.1M |
| Barnett & Company, Inc. | 1.53% | Reduce -81.1% | 23,113 | $2.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +1.8% | 22,946 | $2.1M |
| Weaver C. Barksdale & Associates, Inc. | 1.82% | Reduce -0.1% | 22,698 | $2.0M |
| HSBC Holdings PLC | 0.00% | Add +56.2% | 22,358 | $2.0M |
| Ascent Group, LLC | 0.06% | Add +10.2% | 22,399 | $2.0M |
| SummitTX Capital, L.P. | 0.05% | Reduce -22.8% | 22,325 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -13.5% | 22,229 | $2.0M |
| &partners | 0.01% | Add +53.4% | 21,955 | $2.0M |
| Nilsine Partners, LLC | 0.14% | Add +0.2% | 21,841 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | Add +20.6% | 21,576 | $1.9M |
| Investors Research Corp | 0.34% | Reduce -9.0% | 21,301 | $1.9M |
| DRW Securities, LLC | 0.11% | Reduce -55.7% | 21,248 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.0% | 20,856 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | New | 20,768 | $1.9M |
| First Citizens Bank & Trust Co. | 0.03% | Add +1.6% | 20,550 | $1.8M |
| Xponance LLC | 0.01% | Reduce -5.3% | 20,366 | $1.8M |
| Genus Capital Management Inc. | 0.18% | New | 20,310 | $1.8M |
| Vident Advisory, LLC | 0.01% | Reduce -8.1% | 20,244 | $1.8M |
| Entropy Technologies, LP | 0.07% | New | 20,158 | $1.8M |
| Abacus Planning Group, Inc. | 0.22% | Add +0.0% | 19,979 | $1.8M |
| Evergreen Capital Management LLC | 0.03% | Add +13.8% | 19,879 | $1.8M |
| New York Life Investment Management LLC | 0.01% | Add +5.7% | 19,805 | $1.8M |
| New Vernon Investment Management LLC | 2.17% | No change | 19,796 | $1.8M |
| Caprock Group, LLC | 0.03% | Add +30.9% | 19,696 | $1.8M |
| Vise Technologies, Inc. | 0.02% | Add +22.1% | 19,588 | $1.8M |
| Bleakley Financial Group, LLC | 0.02% | New | 19,372 | $1.7M |
| Signaturefd, LLC | 0.02% | Add +4.9% | 19,196 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -1.6% | 19,063 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.6% | 18,806 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Add +14.6% | 18,464 | $1.7M |
| Convergence Investment Partners, LLC | 0.16% | New | 18,308 | $1.6M |
| Oak Thistle LLC | 0.16% | Add +4.7% | 18,237 | $1.6M |
| Advisory Research Inc. | 0.16% | Add +0.5% | 18,176 | $1.6M |
| Burney Co./ | 0.04% | Reduce -48.3% | 17,916 | $1.6M |
| Gradient Investments LLC | 0.02% | New | 17,893 | $1.6M |
| Keynote Financial Services LLC | 0.73% | Reduce -0.3% | 17,380 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +15.0% | 16,778 | $1.5M |
| Fox Run Management, L.L.C. | 0.25% | Add +22.1% | 16,682 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +189.2% | 16,581 | $1.5M |
| Dockside LLC | 0.34% | — | 16,373 | $1.5M |
| Aquatic Capital Management LLC | 0.05% | New | 15,769 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +19.6% | 15,767 | $1.4M |
| Lecap Asset Management Ltd. | 0.60% | Reduce -43.9% | 15,574 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -7.8% | 15,311 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +38.7% | 15,711 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +10.4% | 15,085 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +107.4% | 15,016 | $1.3M |
| Commerce Bank | 0.01% | Add +2.3% | 14,489 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +10.8% | 14,359 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -1.2% | 14,261 | $1.3M |
| Tidal Investments LLC | 0.00% | Add +87.0% | 14,062 | $1.3M |
| JSF Financial, LLC | 0.20% | New | 13,690 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.5% | 13,661 | $1.2M |
| XML Financial, LLC | 0.09% | Reduce -1.4% | 13,555 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Add +5.8% | 13,543 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +16.0% | 13,380 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +1.7% | 13,250 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | New | 13,214 | $1.2M |
| 111 Capital | 0.20% | Add +246.9% | 13,205 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | Reduce -8.4% | 12,971 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +26.8% | 12,911 | $1.2M |
| Frec Markets, Inc. | 0.10% | Add +190.3% | 12,901 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.4% | 12,808 | $1.1M |
| Parrish Capital LLC | 1.07% | Reduce -13.0% | 12,427 | $1.1M |
| Pinebridge Investments LLC | 0.01% | Add +80.4% | 12,312 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.8% | 12,197 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +74.4% | 12,195 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +42.5% | 12,181 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +265.8% | 12,126 | $1.1M |
| HM Payson & Co. | 0.01% | Add +7.5% | 11,854 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +11.1% | 11,810 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 11,774 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -8.7% | 11,758 | $1.1M |
| Total Wealth Planning & Management, Inc. | 0.76% | Add +46.6% | 11,721 | $1.0M |
| Wedmont Private Capital | 0.03% | Add +2.1% | 11,963 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.00% | No change | 11,705 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +36.2% | 11,688 | $1.0M |
| GMO | 0.00% | New | 11,562 | $1.0M |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,529 | $1.0M |
| Atlas Capital Advisors Inc. | 0.11% | Reduce -4.5% | 11,429 | $1.0M |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.6% | 11,218 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +30.8% | 11,037 | $995K |
| Prospera Financial Services Inc | 0.01% | Reduce -13.0% | 11,055 | $991K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.4% | 11,066 | $989K |
| Patten & Patten Inc. | 0.05% | Reduce -0.2% | 11,052 | $988K |
| AE Wealth Management LLC | 0.00% | Add +8.3% | 11,021 | $985K |
| Choreo, LLC | 0.01% | Add +41.5% | 10,834 | $969K |
| Securian Asset Management, Inc. | 0.03% | Reduce -3.4% | 10,840 | $965K |
| Greenleaf Trust | 0.01% | Add +3.2% | 10,781 | $964K |
| Employees Retirement System of Texas | 0.01% | Add +515.6% | 10,761 | $962K |
| Arax Advisory Partners | 0.01% | Add +46.7% | 10,539 | $942K |
| Prosperity Consulting Group, LLC | 0.04% | Add +27.8% | 10,425 | $932K |
| Boxwood Ventures, Inc. | 0.56% | No change | 10,412 | $931K |
| DMC Group, LLC | 0.61% | Reduce -13.5% | 9,972 | $891K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.2% | 9,870 | $882K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -66.1% | 9,736 | $870K |
| GAMMA Investing LLC | 0.03% | Add +5.5% | 9,610 | $859K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -64.2% | 9,590 | $857K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 9,567 | $855K |
| Carret Asset Management, LLC | 0.07% | No change | 9,482 | $848K |
| State of Wyoming | 0.09% | Add +425.8% | 9,422 | $842K |
| Aster Capital Management (DIFC) Ltd | 0.18% | New | 9,304 | $832K |
| Centiva Capital, LP | 0.03% | New | 9,190 | $822K |
| Trivium Point Advisory, LLC | 0.07% | Add +2.6% | 9,178 | $821K |
| Empowered Funds, LLC | 0.00% | Reduce -65.0% | 9,144 | $817K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -51.6% | 9,135 | $817K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -3.1% | 9,105 | $814K |
| Greenwood Capital Associates LLC | 0.08% | Reduce -1.0% | 8,889 | $795K |
| Bridgefront Capital, LLC | 0.21% | Add +89.1% | 8,851 | $791K |
| Rothschild Investment LLC | 0.03% | Add +667.1% | 8,829 | $789K |
| Old Port Advisors | 0.16% | Add +0.8% | 8,802 | $787K |
| Syon Capital LLC | 0.03% | Add +26.8% | 8,759 | $783K |
| Keel Point, LLC | 0.05% | Reduce -20.3% | 8,740 | $781K |
| EP Wealth Advisors, LLC | 0.00% | Add +70.6% | 8,606 | $769K |
| Kera Capital Partners, Inc. | 0.07% | Add +11.6% | 8,543 | $764K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,486 | $759K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.3% | 8,466 | $757K |
| Optas, LLC | 0.11% | Reduce -0.6% | 8,451 | $756K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.2% | 8,370 | $748K |
| Utah Retirement Systems | 0.01% | Reduce -7.6% | 8,264 | $739K |
| Old National Bancorp | 0.01% | Reduce -15.1% | 8,228 | $736K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 8,184 | $732K |
| BOS Asset Management, LLC | 0.17% | Reduce -11.1% | 8,183 | $732K |
| Aspen Investment Management Inc | 0.20% | Add +2.1% | 8,150 | $729K |
| D.A. Davidson & Co. | 0.00% | Add +1.0% | 7,998 | $715K |
| Jump Financial, LLC | 0.01% | Reduce -19.4% | 7,998 | $715K |
| Ballentine Partners, LLC | 0.01% | Add +12.7% | 7,971 | $713K |
| Aaron Wealth Advisors LLC | 0.04% | Add +39.1% | 7,963 | $712K |
| GWN Securities Inc. | 0.12% | New | 7,920 | $708K |
| Walleye Trading LLC | 0.01% | Add +34.6% | 7,836 | $701K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +27.3% | 7,811 | $698K |
| Advisors Capital Management, LLC | 0.01% | Add +2.5% | 7,732 | $691K |
| Dumont & Blake Investment Advisors LLC | 0.15% | Reduce -5.0% | 7,668 | $686K |
| Atria Investments, Inc | 0.01% | Add +10.4% | 7,661 | $685K |
| CSS LLC | 0.09% | Reduce -29.9% | 7,568 | $677K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -0.0% | 7,561 | $676K |
| Campion Asset Management | 0.41% | No change | 7,516 | $672K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -0.5% | 7,487 | $669K |
| Huntington National Bank | 0.00% | Reduce -0.3% | 7,263 | $649K |
| Kingsview Wealth Management, LLC | 0.01% | Add +37.6% | 7,118 | $636K |
| Atom Investors LP | 0.06% | Add +90.3% | 6,987 | $625K |
| Polymer Capital Management (US) LLC | 0.09% | Add +3.8% | 6,925 | $619K |
| Regions Financial Corp. | 0.00% | Add +7.0% | 6,920 | $619K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.3% | 6,804 | $608K |
| Callan Family Office, LLC | 0.01% | Reduce -1.9% | 6,795 | $607K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.1% | 6,740 | $603K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.4% | 6,665 | $596K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -1.6% | 6,644 | $594K |
| Capstone Investment Advisors, LLC | 0.01% | New | 6,640 | $594K |
| Ethos Financial Group, LLC | 0.04% | New | 7,019 | $591K |
| Blair William & Co. | 0.00% | Add +29.9% | 6,545 | $585K |
| Accurate Wealth Management, LLC | 0.06% | Add +5.5% | 6,686 | $585K |
| Prelude Capital Management, LLC | 0.04% | New | 6,410 | $573K |
| DNB Asset Management AS | 0.00% | No change | 6,398 | $572K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.1% | 6,342 | $567K |
| Parallel Advisors, LLC | 0.01% | Add +24.7% | 6,334 | $566K |
| Fieldview Capital Management, LLC | 0.16% | Reduce -60.1% | 6,319 | $565K |
| Clearstead Advisors, LLC | 0.01% | Add +93.8% | 6,298 | $563K |
| NewEdge Advisors, LLC | 0.00% | Add +10.4% | 6,230 | $557K |
| XTX Topco Ltd | 0.01% | Reduce -73.3% | 6,209 | $555K |
| Nykredit A/S | 0.00% | — | 6,189 | $553K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.0% | 6,135 | $548K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,111 | $546K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,089 | $544K |
| Patten Group, Inc. | 0.08% | No change | 5,956 | $532K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.18% | Add +0.1% | 5,947 | $532K |
| Glenview Trust Co | 0.01% | No change | 5,893 | $527K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,883 | $526K |
| Means Investment Co., Inc. | 0.04% | Add +0.4% | 5,818 | $520K |
| Arkadios Wealth Advisors | 0.01% | Add +5.5% | 5,759 | $515K |
| Aries Wealth Management | 0.10% | No change | 5,736 | $513K |
| Anchyra Partners LLC | 0.12% | Add +40.6% | 5,661 | $506K |
| TD Capital Management LLC | 0.04% | No change | 5,657 | $506K |
| Quadrant Capital Group LLC | 0.01% | Add +9.5% | 5,621 | $503K |
| Allworth Financial LP | 0.00% | Add +35.2% | 5,588 | $500K |
| Citizens Financial Group Inc. | 0.01% | New | 5,514 | $493K |
| Sharpepoint LLC | 0.24% | No change | 5,439 | $486K |
| CIBC Bancorp USA Inc. | 0.00% | Add +12.7% | 5,439 | $485K |
| R Squared Ltd | 0.25% | Reduce -0.5% | 5,383 | $481K |
| Quent Capital, LLC | 0.03% | Add +1.0% | 5,356 | $479K |
| Compound Planning, Inc. | 0.01% | Add +13.2% | 5,287 | $473K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +71.1% | 5,271 | $472K |
| Catalyst Financial Partners LLC | 0.05% | New | 5,251 | $469K |
| Csenge Advisory Group | 0.02% | Add +0.3% | 5,214 | $466K |
| GeoWealth Management, LLC | 0.01% | Add +10.9% | 5,209 | $466K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +187.2% | 5,207 | $465K |
| Brighton Jones LLC | 0.01% | Add +34.0% | 5,155 | $461K |
| Baker Avenue Asset Management, LP | 0.01% | Add +40.4% | 5,137 | $459K |
| Brooks, Moore & Associates, Inc. | 0.20% | No change | 5,098 | $456K |
| CIBC Asset Management Inc | 0.00% | Reduce -37.7% | 5,063 | $453K |
| Brown Advisory Inc. | 0.00% | Reduce -17.8% | 5,037 | $450K |
| TD Waterhouse Canada Inc. | 0.00% | Add +138.1% | 4,904 | $448K |
| SVB Wealth LLC | 0.03% | Add +0.1% | 4,942 | $442K |
| North Dakota State Investment Board | 0.02% | Reduce -0.0% | 4,940 | $442K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,937 | $441K |
| Erste Asset Management GmbH | 0.00% | No change | 4,900 | $439K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.3% | 4,913 | $439K |
| NewEdge Wealth, LLC | 0.00% | Add +36.9% | 4,864 | $435K |
| Krilogy Financial LLC | 0.01% | Add +62.0% | 4,849 | $434K |
| Shelton Capital Management | 0.01% | Reduce -3.2% | 4,826 | $431K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,806 | $430K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -13.0% | 4,804 | $429K |
| Sterling Capital Management LLC | 0.01% | Reduce -14.9% | 4,766 | $426K |
| First Horizon Corp. | 0.02% | Reduce -8.1% | 4,696 | $420K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -49.8% | 4,608 | $412K |
| AlTi Global, Inc. | 0.01% | Add +3.7% | 4,590 | $410K |
| Tripletail Wealth Management, LLC | 0.47% | No change | 4,404 | $407K |
| Wedbush Securities Inc. | 0.01% | Reduce -14.0% | 4,519 | $404K |
| Viewpoint Investment Partners Corp. | 0.14% | New | 4,500 | $402K |
| Coastline Trust Co | 0.04% | No change | 4,470 | $400K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -11.1% | 4,361 | $390K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 4,334 | $387K |
| Delta Asset Management LLC | 0.03% | No change | 4,325 | $387K |
| Zacks Investment Management | 0.00% | Reduce -34.3% | 4,255 | $380K |
| Seeds Investor LLC | 0.04% | Add +5.1% | 4,251 | $380K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.2% | 4,243 | $379K |
| Vestcor Inc | 0.01% | Reduce -76.8% | 4,228 | $378K |
| Empirical Asset Management, LLC | 0.08% | Add +0.3% | 4,206 | $376K |
| Certuity, LLC | 0.02% | Add +7.8% | 4,172 | $373K |
| Hantz Financial Services, Inc. | 0.01% | Add +45.1% | 4,161 | $372K |
| KBC Group NV | 0.00% | Reduce -15.1% | 4,154 | $371K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -95.0% | 4,128 | $369K |
| Commonwealth Financial Services, LLC | 0.05% | Add +1.5% | 4,107 | $367K |
| Schulhoff & Co. Inc. | 0.14% | No change | 4,000 | $358K |
| Arnhold LLC | 0.03% | No change | 4,000 | $358K |
| Mather Group, Llc. | 0.00% | Add +0.0% | 3,981 | $356K |
| Elyxium Wealth, LLC | 0.04% | Add +16.6% | 3,977 | $356K |
| Wetzel Investment Advisors, Inc. | 0.12% | Reduce -2.8% | 3,975 | $355K |
| Park Capital Management, LLC / WI | 0.21% | New | 3,959 | $354K |
| Waverly Advisors, LLC | 0.00% | New | 3,952 | $353K |
| nVerses Capital, LLC | 0.54% | Reduce -20.8% | 3,952 | $353K |
| SageView Advisory Group, LLC | 0.01% | Reduce -8.3% | 3,949 | $353K |
| HUB Investment Partners, LLC | 0.01% | Add +23.6% | 3,901 | $349K |
| Fulcrum Wealth Advisors, LLC | 0.26% | Reduce -84.7% | 3,859 | $345K |
| Paulson Wealth Management Inc. | 0.07% | No change | 3,857 | $345K |
| Moors & Cabot, Inc. | 0.01% | No change | 3,791 | $339K |
| Daymark Wealth Partners, LLC | 0.01% | Add +31.1% | 3,754 | $336K |
| Centurion Wealth Management LLC | 0.08% | No change | 3,750 | $335K |
| Emerald Investment Advisers, LLC | 0.02% | New | 3,746 | $335K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -14.8% | 3,616 | $323K |
| Sage Rhino Capital LLC | 0.05% | Add +0.8% | 3,614 | $323K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -32.5% | 3,591 | $321K |
| Aigen Investment Management, LP | 0.09% | New | 3,549 | $317K |
| Net Worth Advisory Group | 0.08% | Reduce -5.7% | 3,535 | $316K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +8.3% | 3,531 | $316K |
| Spinnaker Trust | 0.02% | No change | 3,515 | $314K |
| Welch & Forbes LLC | 0.00% | No change | 3,515 | $314K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,502 | $313K |
| Gardner Russo & Quinn | 0.00% | Reduce -8.3% | 3,485 | $312K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,480 | $311K |
| Simplex Trading, LLC | 0.01% | New | 3,403 | $304K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.3% | 3,402 | $304K |
| Victory Financial Group, LLC | 0.03% | Add +16.4% | 3,392 | $303K |
| STRS Ohio | 0.00% | Reduce -91.6% | 3,352 | $300K |
| Crestwood Advisors Group, LLC | 0.00% | Add +17.2% | 3,311 | $296K |
| Eastern Bank | 0.00% | No change | 3,298 | $295K |
| JMN Financial LLC | 0.23% | Reduce -20.4% | 3,287 | $294K |
| Nichols & Pratt Advisers LLP | 0.02% | No change | 3,270 | $292K |
| Capital Square, LLC | 0.13% | No change | 3,332 | $292K |
| Fidelis Capital Partners, LLC | 0.02% | Add +1.3% | 3,248 | $290K |
| UMB Bank, n.a. | 0.00% | Add +4.8% | 3,242 | $290K |
| Diversified Enterprises, LLC | 0.01% | Reduce -2.7% | 3,231 | $289K |
| Independent Advisor Alliance | 0.01% | Add +14.8% | 3,221 | $288K |
| Bank & Trust Co | 0.18% | No change | 3,202 | $286K |
| KPP Advisory Services LLC | 0.04% | No change | 3,194 | $286K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 3,191 | $285K |
| PFG Investments, LLC | 0.01% | Add +14.4% | 3,180 | $284K |
| Childress Capital Advisors, LLC | 0.05% | Reduce -7.5% | 3,161 | $283K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -50.6% | 3,157 | $282K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -24.0% | 3,153 | $282K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -16.9% | 3,142 | $281K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -49.4% | 3,071 | $275K |
| Kathmere Capital Management, LLC | 0.01% | New | 3,060 | $274K |
| Blue Trust, Inc. | 0.00% | Reduce -1.7% | 3,044 | $272K |
| Sterling Investment Counsel, LLC | 0.06% | No change | 3,043 | $272K |
| MJP Associates Inc. | 0.03% | Add +0.6% | 3,032 | $271K |
| Advisor OS, LLC | 0.02% | Add +0.6% | 3,032 | $271K |
| Sage Capital Management, LLC | 0.11% | Add +0.6% | 3,024 | $270K |
| Savvy Advisors, Inc. | 0.01% | New | 3,020 | $270K |
| Obsidian Cio, LLC | 0.20% | Add +6.2% | 3,007 | $269K |
| Versant Capital Management, Inc | 0.02% | Add +37.8% | 2,986 | $267K |
| Proficio Capital Partners LLC | 0.01% | New | 2,977 | $266K |
| Horizon Investments, LLC | 0.00% | Reduce -7.4% | 2,948 | $262K |
| Portland Global Advisors LLC | 0.02% | No change | 2,925 | $261K |
| Vontobel Holding Ltd. | 0.00% | Reduce -12.2% | 2,895 | $259K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,883 | $259K |
| Ariadne Wealth Management, LP | 0.11% | New | 2,874 | $257K |
| Midwest Trust Co | 0.00% | No change | 2,874 | $257K |
| Symmetry Partners, LLC | 0.01% | New | 2,850 | $255K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.6% | 2,842 | $254K |
| Quotient Wealth Partners, LLC | 0.01% | Add +1.7% | 2,838 | $254K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,814 | $252K |
| Sigma Planning Corp | 0.01% | Reduce -6.5% | 2,809 | $251K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -12.7% | 2,794 | $250K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -20.6% | 2,790 | $249K |
| Aire Advisors, LLC | 0.04% | New | 2,785 | $249K |
| Fragasso Financial Advisors Inc | 0.01% | New | 2,766 | $247K |
| West Family Investments, Inc. | 0.07% | New | 2,764 | $247K |
| Claro Advisors Inc. | 0.03% | Reduce -7.9% | 2,760 | $247K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,752 | $246K |
| Profund Advisors LLC | 0.01% | Reduce -1.1% | 2,742 | $245K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -19.8% | 2,725 | $244K |
| Plancorp, LLC | 0.01% | Reduce -5.1% | 2,711 | $242K |
| West Branch Capital LLC | 0.06% | No change | 2,709 | $242K |
| Beacon Financial Group | 0.02% | New | 2,707 | $242K |
| Inceptionr LLC | 0.06% | Reduce -51.3% | 2,677 | $239K |
| Norden Group LLC | 0.02% | New | 2,671 | $239K |
| Leigh Baldwin & Co., LLC | 0.13% | New | 2,640 | $236K |
| Paragon Capital Management Ltd | 0.04% | New | 2,631 | $235K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 2,619 | $234K |
| SYM FINANCIAL Corp | 0.02% | New | 2,606 | $233K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.4% | 2,590 | $232K |
| Syverson Strege & Co | 0.05% | New | 2,588 | $231K |
| Carl P. Sherr & Co., LLC | 0.10% | New | 2,560 | $229K |
| Toth Financial Advisory Corp. | 0.02% | No change | 2,559 | $229K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -71.9% | 2,554 | $228K |
| VestGen Advisors, LLC | 0.01% | New | 2,554 | $228K |
| Mgo One Seven LLC | 0.00% | New | 2,549 | $228K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,546 | $228K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,545 | $228K |
| ARGA Investment Management, LP | 0.01% | New | 2,506 | $224K |
| Beaton Management Co. Inc. | 0.09% | New | 2,500 | $224K |
| Integrated Advisors Network LLC | 0.01% | Reduce -26.3% | 2,480 | $222K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,458 | $220K |
| StoneX Group Inc. | 0.01% | New | 2,510 | $217K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.6% | 2,428 | $217K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,444 | $216K |
| Walker Asset Management, LLC | 0.11% | New | 2,407 | $215K |
| Able Wealth Management LLC | 0.05% | New | 2,395 | $214K |
| Axxion S.A. | 0.02% | — | 2,391 | $214K |
| Choate Investment Advisors | 0.00% | New | 2,373 | $212K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 2,341 | $209K |
| J.Safra Asset Management Corp | 0.01% | No change | 2,340 | $209K |
| Composition Wealth, LLC | 0.00% | New | 2,325 | $208K |
| Rafferty Asset Management, LLC | 0.00% | New | 2,316 | $207K |
| Occidental Asset Management, LLC | 0.02% | New | 2,284 | $204K |
| Bull Harbor Capital LLC | 0.04% | New | 2,281 | $204K |
| RFG Advisory, LLC | 0.00% | New | 2,272 | $203K |
| Parsons Capital Management Inc. | 0.01% | New | 2,264 | $202K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,251 | $201K |
| Ponta Wealth Partners, LLC | 0.11% | New | 2,249 | $201K |
| Resonant Capital Advisors, LLC | 0.01% | New | 2,239 | $200K |
| Principal Securities, Inc. | 0.00% | New | 2,238 | $200K |
| Curat Global, LLC | 0.16% | No change | 2,195 | $196K |
| Larson Financial Group LLC | 0.00% | Reduce -94.5% | 2,092 | $187K |
| Continuum Advisory, LLC | 0.01% | New | 1,993 | $178K |
| New England Capital Financial Advisors LLC | 0.04% | No change | 1,904 | $170K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,900 | $170K |
| IFP Advisors, Inc | 0.00% | Reduce -48.1% | 1,741 | $156K |
| Richardson Financial Services Inc. | 0.08% | Add +1.4% | 1,505 | $135K |
| Caitlin John, LLC | 0.07% | No change | 1,500 | $134K |
| CVA Family Office, LLC | 0.01% | Add +3.7% | 1,430 | $128K |
| Westfuller Advisors, LLC | 0.04% | Reduce -2.3% | 1,381 | $123K |
| WPG Advisers, LLC | 0.07% | Add +12.5% | 1,301 | $116K |
| Center for Financial Planning, Inc. | 0.01% | Add +9.3% | 1,287 | $115K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -35.8% | 1,280 | $114K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,277 | $114K |
| Basecamp Wealth Advisors LLC | 0.02% | No change | 1,255 | $112K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,172 | $105K |
| Whittier Trust Co. | 0.00% | No change | 1,135 | $102K |
| William B. Walkup & Associates, Inc. | 0.05% | Add +32.2% | 1,130 | $101K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -62.1% | 1,130 | $101K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 1,084 | $97K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,065 | $95K |
| Hoey Investments, Inc. | 0.01% | No change | 1,050 | $94K |
| Manchester Capital Management LLC | 0.01% | Reduce -0.2% | 1,025 | $92K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.2% | 1,001 | $89K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $89K |
| True Wealth Design, LLC | 0.02% | Add +63.3% | 970 | $87K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 953 | $85K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.6% | 938 | $84K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.2% | 926 | $83K |
| Institute for Wealth Management, LLC. | 0.01% | New | 914 | $82K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 837 | $75K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.4% | 809 | $73K |
| V-Square Quantitative Management LLC | 0.01% | Reduce -12.4% | 816 | $73K |
| Private Trust Co. NA | 0.01% | No change | 789 | $71K |
| Essential Partners LLC | 0.03% | Add +144.4% | 782 | $70K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 782 | $70K |
| International Assets Investment Management, LLC | 0.00% | No change | 750 | $69K |
| JPL Wealth Management, LLC | 0.01% | Reduce -0.4% | 713 | $64K |
| MCF Advisors LLC | 0.00% | No change | 705 | $63K |
| SJS Investment Consulting Inc. | 0.01% | Add +6.5% | 671 | $60K |
| Quarry LP | 0.01% | Add +3.0% | 649 | $58K |
| Millstone Evans Group, LLC | 0.03% | No change | 620 | $55K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -3.0% | 614 | $55K |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.2% | 553 | $49K |
| Synergy Investment Management, LLC | 0.01% | Add +714.3% | 570 | $48K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 524 | $47K |
| Trust Co. of Vermont | 0.00% | — | 521 | $47K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 500 | $45K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -19.6% | 459 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +7.2% | 445 | $40K |
| Ancora Advisors LLC | 0.00% | Reduce -53.0% | 433 | $39K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 430 | $38K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 427 | $38K |
| Ares Financial Consulting, LLC | 0.03% | No change | 418 | $37K |
| Triumph Capital Management | 0.01% | No change | 400 | $36K |
| Barrett & Company, Inc. | 0.01% | No change | 396 | $35K |
| WealthCollab, LLC | 0.01% | No change | 370 | $33K |
| Rossby Financial, LCC | 0.01% | Add +2.3% | 362 | $32K |
| SHP Wealth Management | 0.00% | Add +1.1% | 362 | $32K |
| Covestor Ltd | 0.02% | Reduce -46.2% | 326 | $29K |
| Merrithew & Thorsten Inc | 0.02% | Add +0.6% | 317 | $28K |
| Regatta Research & Money Management | 0.03% | — | 300 | $27K |
| Founders Capital Management | 0.01% | No change | 300 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +33.6% | 298 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.2% | 292 | $26K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 279 | $25K |
| Private Wealth Management Group, LLC | 0.01% | No change | 256 | $23K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 255 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 250 | $22K |
| Hollencrest Capital Management | 0.00% | Add +0.4% | 244 | $22K |
| Evolution Wealth Management Inc. | 0.01% | No change | 241 | $22K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +0.8% | 237 | $21K |
| Sachetta, LLC | 0.01% | Add +19.5% | 233 | $21K |
| Coston, McIsaac & Partners | 0.00% | No change | 224 | $20K |
| CX Institutional | 0.00% | Add +36.8% | 223 | $20K |
| Investors Portfolio Services LLC | 0.01% | Add +0.5% | 215 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 200 | $18K |
| Fortitude Family Office, LLC | 0.00% | Add +6.6% | 193 | $17K |
| Monetary Solutions, Ltd | 0.01% | No change | 182 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 179 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -44.4% | 179 | $16K |
| Elevation Wealth Partners, LLC | 0.00% | Add +147.9% | 176 | $16K |
| Grove Bank & Trust | 0.00% | No change | 171 | $15K |
| Fiduciary Financial Advisors | 0.00% | New | 174 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +40.7% | 166 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 154 | $14K |
| Kozak & Associates, Inc. | 0.00% | Add +0.7% | 143 | $13K |
| Newton One Investments LLC | 0.00% | No change | 139 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -7.1% | 130 | $12K |
| LRI Investments, LLC | 0.00% | Add +13.0% | 122 | $11K |
| American National Bank & Trust | 0.00% | No change | 122 | $11K |
| IMG Wealth Management, Inc. | 0.01% | No change | 121 | $11K |
| United Financial Planning Group LLC | 0.01% | No change | 112 | $10K |
| Kelleher Financial Advisors | 0.00% | Add +67.2% | 112 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +45.7% | 102 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 99 | $9K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 100 | $9K |
| Danske Bank A/S | 0.00% | No change | 100 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +9.4% | 93 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 86 | $8K |
| NFSG Corp | 0.00% | No change | 86 | $8K |
| Heritage Wealth Advisors | 0.00% | No change | 83 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 77 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 75 | $7K |
| Addison Advisors LLC | 0.00% | Reduce -95.8% | 67 | $6K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -36.9% | 65 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +18.2% | 65 | $6K |
| Kemnay Advisory Services Inc. | 0.00% | New | 64 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 63 | $6K |
| Compass Financial Management LLC | 0.00% | — | 61 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 59 | $5K |
| High Note Wealth, LLC | 0.00% | Add +45.0% | 58 | $5K |
| IMA Advisory Services, Inc. | 0.00% | Add +52.6% | 58 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +71.9% | 55 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 53 | $5K |
| Creative Capital Management Investments LLC | 0.00% | New | 53 | $5K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 47 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +43.8% | 46 | $4K |
| Persistent Asset Partners Ltd | 0.00% | New | 42 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Add +17.6% | 40 | $4K |
| MidFirst Bank | 0.00% | No change | 40 | $4K |
| Manning & Napier Advisors LLC | 0.00% | New | 39 | $3K |
| Spire Wealth Management | 0.00% | No change | 39 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 38 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +26.7% | 38 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +311.1% | 37 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +50.0% | 36 | $3K |
| SouthState Bank Corp | 0.00% | No change | 30 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +7.4% | 29 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $3K |
| Marquette Asset Management, LLC | 0.00% | No change | 28 | $3K |
| Cornerstone Financial Management LLC | 0.00% | No change | 28 | $3K |
| Signature Equity Partners, LLC | 0.00% | Add +8.0% | 27 | $2K |
| Torren Management, LLC | 0.00% | No change | 27 | $2K |
| Clean Yield Group | 0.00% | No change | 26 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.7% | 26 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 25 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +92.3% | 25 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 25 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 24 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 32 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 21 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 19 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 19 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $2K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -70.2% | 17 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +60.0% | 16 | $1K |
| Ameriflex Group, Inc. | 0.00% | New | 15 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 14 | $1K |
| Strive Financial Group ,LLC | 0.00% | No change | 12 | $1K |
| Avion Wealth | 0.00% | Add +46.1% | 19 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +10.0% | 11 | $983 |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $942 |
| DecisionPoint Financial, LLC | 0.00% | Add +200.0% | 9 | $823 |
| Downshift Financial, LLC | 0.00% | New | 9 | $805 |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -97.2% | 8 | $753 |
| 1015 Capital Partners, LLC | 0.00% | No change | 8 | $715 |
| Prestige Wealth Management Group LLC | 0.00% | Add +40.0% | 7 | $626 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 6 | $536 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $447 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 5 | $418 |
| Mosley Wealth Management | 0.00% | New | 4 | $358 |
| Highline Wealth Partners LLC | 0.00% | No change | 4 | $358 |
| Raffa Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $358 |
| Seneschal Advisors, LLC | 0.00% | No change | 3 | $269 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $269 |
| Motco | 0.00% | New | 3 | $268 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $179 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $179 |
| Activest Wealth Management | 0.00% | New | 2 | $179 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $90 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $89 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $89 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.