United RentalsURI

13F holders, Q2 2024 (June 30)
1,175holders −5
86new positions
95sold out
10famous investors
$646.42avg. 13F price*

At the end of Q2 2024, 1,175 institutions reported holding United Rentals Inc. (URI) in their 13F filings, down 5 from Q1 2024. 86 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($4.8B), Capital Research Global Investors ($3.8B) and BlackRock Inc. ($3.3B). 10 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Tom Gayner (0.1% of Markel Group's portfolio).

Company
United Rentals Inc.
Sector
Consumer Discretionary
CUSIP
911363109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions86$151.2M
Exits95$330.6M

All 13F filers, Q1 2024 → Q2 2024: 3,198,706 shares bought and 3,608,832 shares sold, net −410,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,175 holders

Vanguard Group Inc. 0.09% Reduce -0.6% 7,410,480 $4.8B
Capital Research Global Investors 0.83% Reduce -8.0% 5,855,608 $3.8B
BlackRock Inc. 0.07% Reduce -1.2% 5,067,590 $3.3B
State Street Corp. 0.09% Add +3.0% 3,170,221 $2.1B
FMR LLC 0.10% Add +0.8% 2,331,243 $1.5B
Capital World Investors 0.20% Add +51.7% 1,926,732 $1.2B
Bank of America Corp. 0.11% Reduce -9.3% 1,699,390 $1.1B
Morgan Stanley 0.08% Add +16.9% 1,673,223 $1.1B
Geode Capital Management, LLC 0.09% Add +1.5% 1,557,546 $1.0B
Norges Bank 0.13% Reduce -20.9% 1,364,808 $882.7M
Franklin Resources Inc. 0.19% Add +1.6% 939,012 $607.3M
Dimensional Fund Advisors LP 0.15% Reduce -4.3% 911,152 $589.2M
T. Rowe Price Investment Management, Inc. 0.29% Add +1.4% 721,594 $466.7M
Invesco Ltd. 0.10% Reduce -24.7% 711,073 $459.9M
Nuveen Asset Management, LLC 0.13% Reduce -9.5% 706,000 $456.6M
JPMorgan Chase & Co. 0.04% Add +27.0% 682,590 $441.5M
Boston Partners 0.53% Add +0.1% 663,667 $429.7M
Nordea Investment Management AB 0.49% Add +7.2% 650,167 $420.0M
Manufacturers Life Insurance Company, The 0.39% Add +4.5% 637,188 $412.1M
Capital International Investors 0.08% Add +37.1% 632,002 $408.7M
Lyrical Asset Management LP 6.50% Reduce -7.4% 625,832 $404.7M
Northern Trust Corp. 0.07% Reduce -1.9% 603,555 $390.3M
Impax Asset Management Group plc 1.55% Reduce -2.5% 588,343 $379.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +28.8% 513,976 $332.4M
Goldman Sachs Group Inc. 0.06% Reduce -1.8% 511,813 $331.0M
UBS Group AG 0.09% Reduce -13.2% 473,807 $306.4M
AMF Tjanstepension AB 2.20% Add +77.7% 457,056 $295.6M
Bank of New York Mellon Corp 0.05% Reduce -0.6% 443,618 $286.9M
Charles Schwab Investment Management Inc. 0.05% Add +1.4% 433,102 $280.1M
Legal & General Group Plc 0.08% Reduce -2.8% 426,494 $275.8M
HSBC Holdings PLC 0.16% Add +5.7% 382,536 $247.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.58% — 374,261 $242.0M
AustralianSuper Pty Ltd 1.35% No change 361,115 $233.5M
Brown Advisory Inc. 0.28% Add +0.2% 335,298 $216.8M
Thrivent Financial for Lutherans 0.44% Add +4.4% 334,179 $216.1M
Findlay Park Partners LLP 1.96% Reduce -0.8% 322,036 $208.3M
Holocene Advisors, LP 0.70% Add +44.3% 259,577 $167.9M
Wells Fargo & Company 0.04% Add +3.6% 254,886 $164.8M
Amundi 0.06% Reduce -6.2% 244,264 $159.7M
Neuberger Berman Group LLC 0.13% Add +5.9% 236,576 $152.7M
Bessemer Group Inc. 0.27% Reduce -0.7% 233,408 $151.0M
W1M Investment Management Ltd 2.54% Reduce -2.9% 208,091 $134.6M
Swiss National Bank 0.09% Reduce -2.0% 198,900 $128.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.39% Add +0.7% 186,389 $120.5M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -7.7% 181,786 $117.6M
Deutsche Bank AG 0.05% Reduce -6.2% 177,800 $115.0M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -40.0% 170,938 $110.6M
Barclays PLC 0.05% Reduce -9.8% 167,020 $108.0M
Argent Capital Management LLC 3.15% Reduce -1.0% 165,781 $107.2M
Qube Research & Technologies Ltd 0.19% Add +1.1% 156,029 $100.9M
Alliancebernstein L.P. 0.03% Add +24.5% 151,028 $97.7M
Royal Bank of Canada 0.02% Reduce -4.5% 150,335 $97.2M
Marshall Wace, LLP 0.14% Add +259.3% 150,152 $97.1M
Lord, Abbett & Co. LLC 0.30% Reduce -21.6% 140,938 $91.1M
Rhumbline Advisers 0.08% Reduce -1.1% 137,590 $89.0M
Allianz Asset Management GmbH 0.14% Reduce -9.6% 131,127 $84.8M
Bank of Montreal 0.02% Add +2.4% 126,152 $81.7M
APG Asset Management N.V. 0.14% Add +1.8% 134,615 $81.2M
T. Rowe Price Associates Inc. 0.01% Reduce -2.7% 124,389 $80.4M
Macquarie Group Ltd. 0.09% Reduce -40.5% 124,177 $80.3M
California Public Employees Retirement System 0.06% Add +0.8% 124,166 $80.3M
Todd Asset Management LLC 1.61% Reduce -3.7% 119,613 $77.4M
Quilter Plc 1.69% Reduce -13.5% 116,639 $75.4M
Teachers Retirement System of the State of Kentucky 0.67% Reduce -4.9% 115,409 $74.6M
LPL Financial LLC 0.04% Reduce -16.7% 115,262 $74.5M
California State Teachers Retirement System 0.09% Reduce -0.2% 111,896 $72.4M
Tredje AP-fonden 0.68% Reduce -4.7% 109,154 $70.6M
Raymond James & Associates 0.05% Reduce -3.2% 108,602 $70.2M
Voloridge Investment Management, LLC 0.26% Add +665.9% 106,199 $68.7M
Cerity Partners LLC 0.18% Add +40.0% 104,300 $67.5M
Agf Management Ltd. 0.37% Add +4778.7% 103,672 $67.0M
Aviva PLC 0.19% Add +3.7% 101,532 $65.7M
National Pension Service 0.08% Reduce -0.4% 101,492 $65.6M
Stifel Financial Corp. 0.07% Add +6.2% 98,088 $63.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.37% Add +17.1% 95,058 $61.5M
AEGON ASSET MANAGEMENT UK Plc 0.86% Add +57.5% 95,208 $61.3M
Mariner, LLC 0.12% Reduce -13.6% 94,236 $60.9M
Victory Capital Management Inc. 0.06% Reduce -1.1% 90,808 $58.7M
CIBC Private Wealth Group LLC 0.11% Add +2.0% 91,817 $58.5M
Ameriprise Financial Inc. 0.02% Reduce -2.4% 89,517 $57.9M
Danske Bank A/S 0.21% Add +1.9% 89,507 $57.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +10.6% 88,499 $57.2M
Citigroup Inc. 0.05% Add +16.0% 86,493 $55.9M
Focus Partners Wealth 0.19% Add +84.6% 86,334 $55.8M
Envestnet Asset Management Inc. 0.02% Add +3.5% 85,276 $55.2M
TD Asset Management Inc 0.05% Add +6.6% 83,624 $54.1M
NZS Capital, LLC 2.16% Add +5.7% 81,466 $52.7M
CANADA LIFE ASSURANCE Co 0.10% Add +11.7% 80,626 $52.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +23.8% 80,539 $52.1M
Edgemoor Investment Advisors, Inc. 4.68% Add +1.0% 77,057 $49.8M
Principal Financial Group Inc. 0.03% Reduce -3.0% 76,681 $49.6M
New York State Teachers Retirement System 0.10% Reduce -3.5% 70,724 $45.7M
BNP Paribas Financial Markets 0.05% Reduce -15.4% 70,658 $45.7M
Prudential Financial Inc. 0.07% Add +22.9% 69,562 $45.0M
Atalanta Sosnoff Capital, LLC 1.01% Reduce -29.5% 68,963 $44.6M
Rockefeller Capital Management L.P. 0.13% Reduce -1.8% 68,759 $44.5M
State Board of Administration of Florida Retirement System 0.09% Reduce -10.6% 67,634 $43.7M
PNC Financial Services Group, Inc. 0.03% Reduce -1.7% 65,513 $42.4M
AQR Capital Management 0.06% Add +16.5% 62,876 $40.7M
Natixis Advisors, LLC 0.09% Reduce -7.7% 62,718 $40.6M
Russell Investments Group, Ltd. 0.07% Reduce -8.0% 62,962 $40.5M
Storebrand Asset Management As 0.13% Reduce -2.5% 62,502 $40.4M
HighTower Advisors, LLC 0.06% Reduce -5.2% 62,243 $40.2M
First Trust Advisors LP 0.04% Reduce -10.8% 62,172 $40.2M
Schroder Investment Management Group 0.04% Add +10.8% 59,760 $38.6M
Mackenzie Financial Corp. 0.06% Reduce -3.7% 58,492 $37.8M
Raymond James Financial Services Advisors, Inc. 0.05% Reduce -0.3% 58,482 $37.8M
Formuepleje A/S 2.06% Add +0.3% 57,630 $37.3M
Atwood & Palmer Inc. 2.81% Add +0.8% 57,393 $37.1M
American Century Companies Inc. 0.02% Reduce -4.9% 56,995 $36.9M
New York State Common Retirement Fund 0.05% Add +0.4% 56,588 $36.6M
Applied Finance Capital Management, LLC 1.69% Add +41.5% 56,450 $36.5M
Cornerstone Investment Partners, LLC 1.80% New 56,308 $36.4M
Swedbank AB 0.05% Reduce -6.3% 54,213 $35.1M
Whittier Trust Co. 0.49% Add +3.4% 53,348 $34.5M
STRS Ohio 0.14% Add +3.6% 52,814 $34.2M
Commonwealth Equity Services, LLC 0.05% Add +2.5% 52,440 $33.9M
Scout Investments, Inc. 0.85% Reduce -11.6% 48,893 $31.6M
Pinebridge Investments, L.P. 0.24% Add +144.8% 45,892 $29.7M
Groupama Asset Managment 0.39% Reduce -7.1% 44,262 $28.6M
Ensign Peak Advisors, Inc 0.05% Add +3.7% 43,934 $28.4M
Fisher Asset Management 0.01% Add +1.6% 42,450 $27.5M
Gabelli Funds LLC 0.21% No change 41,900 $27.1M
BI Asset Management Fondsmaeglerselskab A/S 0.43% Add +697.4% 40,762 $26.4M
Millennium Management 0.02% Add +14.2% 40,385 $26.1M
Susquehanna International Group, LLP 0.05% Add +9.2% 40,168 $26.0M
Asset Management One Co., Ltd. 0.10% Add +8.4% 40,051 $25.9M
Foundry Partners, LLC 1.38% Reduce -9.6% 39,680 $25.7M
Brandywine Global Investment Management, LLC 0.19% Add +16.6% 39,328 $25.4M
Korea Investment CORP 0.06% Reduce -42.5% 39,173 $25.3M
Nomura Asset Management Co. Ltd. 0.09% Reduce -30.1% 39,151 $25.3M
State of Wisconsin Investment Board 0.07% Reduce -3.0% 38,742 $25.1M
Baird Financial Group, Inc. 0.05% Add +45.7% 38,097 $24.6M
Royal London Asset Management Ltd. 0.06% Reduce -0.4% 37,908 $24.5M
Logan Capital Management Inc. 1.06% Reduce -1.2% 37,851 $24.5M
F&V Capital Management, LLC 7.01% Add +3.6% 37,152 $24.0M
Crestwood Advisors Group, LLC 0.49% Reduce -0.0% 36,916 $23.9M
Caisse de depot et placement du Quebec 0.06% Reduce -28.1% 36,833 $23.8M
DNB Asset Management AS 0.11% Add +13.6% 36,606 $23.7M
State of Tennessee, Department of Treasury 0.09% Add +33.8% 36,566 $23.6M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.3% 36,354 $23.5M
Treasurer of the State of North Carolina 0.10% Add +4.6% 35,770 $23.1M
Osaic Holdings, Inc. 0.05% Reduce -5.8% 35,543 $23.0M
Wesleyan Assurance Society 1.97% No change 35,218 $22.8M
Montgomery Investment Management Inc. 8.99% Reduce -0.1% 35,118 $22.7M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -1.3% 34,833 $22.5M
Pictet Asset Management Holding SA 0.03% Reduce -0.6% 34,637 $22.4M
Advisors Capital Management, LLC 0.39% Add +0.2% 34,628 $22.4M
Voya Investment Management LLC 0.03% Add +11.0% 34,339 $22.2M
Northwest & Ethical Investments L.P. 0.64% Reduce -0.8% 34,296 $22.2M
Baldwin Wealth Partners LLC 1.69% Reduce -6.9% 33,471 $21.6M
Public Employees Retirement System of Ohio 0.08% Reduce -2.2% 33,445 $21.6M
Truist Financial Corp. 0.03% Reduce -13.2% 33,123 $21.4M
Intech Investment Management LLC 0.26% Add +44.7% 32,660 $21.1M
Mercer Global Advisors Inc. 0.06% Add +2.9% 31,777 $21.0M
Lee Danner & Bass Inc. 1.60% — 32,031 $20.7M
Access Investment Management LLC 6.68% Add +0.1% 31,795 $20.6M
McRae Capital Management Inc. 4.68% Reduce -1.2% 31,768 $20.5M
Assenagon Asset Management S.A. 0.05% Add +9.9% 31,723 $20.5M
Lombard Odier Asset Management (Europe) Ltd 1.39% Add +2.4% 31,491 $20.4M
LSV Asset Management 0.04% Reduce -23.1% 31,370 $20.3M
Aberdeen Group plc 0.04% Reduce -7.9% 30,959 $20.0M
Court Place Advisors, LLC 6.21% Add +7.7% 30,603 $19.8M
QRG Capital Management, Inc. 0.23% Add +3.6% 29,870 $19.3M
Cary Street Partners Investment Advisory LLC 0.77% Reduce -3.5% 29,539 $19.1M
Picton Mahoney Asset Management 0.79% Reduce -4.5% 28,530 $18.5M
GAMCO Investors 0.20% Reduce -0.1% 28,130 $18.2M
Swiss Life Asset Management Ltd 0.21% Add +171.9% 27,754 $17.9M
National Bank of Canada 0.03% Add +16.4% 27,330 $17.5M
Distillate Capital Partners LLC 0.92% — 26,904 $17.4M
Cetera Investment Advisers 0.04% Add +2.8% 26,901 $17.4M
Mn Services Vermogensbeheer B.V. 0.12% Reduce -2.9% 26,649 $17.2M
Polar Capital Holdings Plc 0.10% Reduce -25.8% 26,395 $17.1M
Candriam S.C.A. 0.10% Add +298.1% 25,590 $16.5M
Bedrijfstakpensioenfonds Voor DE Media Pno 2.10% Reduce -10.8% 27,200 $16.4M
Gradient Investments LLC 0.36% Add +13.8% 25,111 $16.2M
Bridges Investment Management Inc. 0.25% New 25,080 $16.2M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Add +9.5% 25,078 $16.2M
State of New Jersey Common Pension Fund D 0.07% Reduce -37.1% 24,676 $16.0M
North Point Portfolio Managers Corp. 2.77% Reduce -2.3% 24,335 $15.7M
SG Americas Securities, LLC 0.10% Add +129.6% 24,151 $15.6M
DekaBank Deutsche Girozentrale 0.03% Reduce -7.0% 25,149 $15.6M
Captrust Financial Advisors 0.05% Reduce -0.4% 23,839 $15.4M
Northeast Investment Management 0.72% Add +52.5% 23,794 $15.4M
Robeco Institutional Asset Management B.V. 0.03% Add +91.5% 23,536 $15.2M
Calamos Advisors LLC 0.11% Reduce -3.5% 23,169 $15.0M
Federated Hermes, Inc. 0.04% Add +11.8% 23,054 $14.9M
iA Global Asset Management Inc. 0.28% Reduce -30.5% 22,984 $14.9M
Two Sigma Advisers, LP 0.03% Reduce -9.2% 22,600 $14.6M
Janney Montgomery Scott LLC 0.04% Reduce -7.1% 22,350 $14.5M
Quadrature Capital Ltd 0.24% New 22,226 $14.4M
Jag Capital Management, LLC 1.96% Add +226.3% 22,023 $14.2M
Markel Group 0.14% Add +41.9% 22,000 $14.2M
Premier Fund Managers Ltd 0.57% Add +10.8% 22,746 $14.2M
Schonfeld Strategic Advisors LLC 0.11% New 21,868 $14.1M
Gotham Asset Management 0.18% Add +38.2% 21,809 $14.1M
J. L. Bainbridge & Co., Inc. 1.39% Add +0.5% 21,422 $13.9M
Cozad Asset Management Inc. 1.38% Reduce -1.8% 21,420 $13.9M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -19.1% 21,378 $13.8M
Resona Asset Management Co.,Ltd. 0.08% Reduce -7.0% 21,261 $13.7M
Columbus Hill Capital Management, L.P. 2.92% No change 20,954 $13.6M
Renaissance Investment Group LLC 2.94% Add +0.7% 21,533 $13.5M
Prudential PLC 0.09% Add +6.9% 20,836 $13.5M
US Bancorp \de 0.02% Reduce -3.6% 20,745 $13.4M
Venturi Wealth Management, LLC 0.79% Reduce -0.9% 20,700 $13.4M
State of Michigan Retirement System 0.07% Reduce -3.3% 20,354 $13.2M
Glassy Mountain Advisors, Inc. 4.86% Reduce -0.0% 20,254 $13.1M
Nisa Investment Advisors, LLC 0.08% Add +1.8% 20,236 $13.1M
Whittier Trust Co. of Nevada Inc. 0.36% Add +1.9% 20,195 $13.1M
Burney Co./ 0.49% Add +17.9% 19,941 $12.9M
Buffington Mohr McNeal 2.25% Reduce -3.5% 19,825 $12.8M
YHB Investment Advisors, Inc. 1.10% Reduce -2.1% 19,683 $12.7M
Man Group plc 0.03% Add +34.5% 19,515 $12.6M
Toronto Dominion Bank 0.02% Reduce -3.1% 19,434 $12.6M
Legacy Trust 3.11% Reduce -2.5% 19,346 $12.5M
Wedge Capital Management L L P 0.22% Reduce -0.8% 19,345 $12.5M
Daiwa Securities Group Inc. 0.07% Add +18.3% 19,339 $12.5M
Teacher Retirement System of Texas 0.07% Add +402.5% 19,028 $12.3M
Comerica Bank 0.05% Reduce -2.1% 18,939 $12.2M
Redwood Grove Capital, LLC 3.79% Add +5.7% 18,699 $12.1M
Parallax Volatility Advisers, L.P. 0.35% Add +21.5% 18,687 $12.1M
MetLife Investment Management, LLC 0.07% Add +13.4% 18,507 $12.0M
Arizona State Retirement System 0.08% Reduce -1.0% 18,458 $11.9M
Cooper Investors PTY Ltd. 1.75% Reduce -76.3% 17,783 $11.5M
Corebridge Financial, Inc. 0.06% — 17,767 $11.5M
Squarepoint Ops LLC 0.04% Add +71.2% 17,715 $11.5M
Pathstone Holdings, LLC 0.05% Reduce -3.1% 17,614 $11.4M
NorthCoast Asset Management LLC 0.10% Add +2648.4% 17,425 $11.3M
Moors & Cabot, Inc. 0.59% Add +22.4% 17,271 $11.2M
Snowden Capital Advisors LLC 0.34% Add +2.8% 17,255 $11.2M
O'shaughnessy Asset Management, LLC 0.11% Add +4.3% 17,141 $11.1M
Harvey Capital Management Inc. 2.91% Add +7.5% 17,130 $11.1M
Integrated Advisors Network LLC 0.56% Reduce -6.2% 16,753 $10.8M
PGGM Investments 0.15% Add +7.0% 16,748 $10.8M
Varma Mutual Pension Insurance Co 0.09% Reduce -17.9% 16,721 $10.8M
Douglas Lane & Associates, LLC 0.15% Reduce -3.9% 16,499 $10.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.85% No change 16,161 $10.5M
Jane Street Group, LLC 0.01% Reduce -19.3% 16,151 $10.4M
Patton Albertson Miller Group, LLC 1.48% Add +5.8% 16,108 $10.4M
Leuthold Group, LLC 1.20% Reduce -0.9% 16,038 $10.4M
RBF Capital, LLC 0.60% Add +6.7% 16,000 $10.3M
Daiichi Life Insurance Co., Ltd. 0.25% Add +81.8% 15,972 $10.3M
Badgley Phelps Wealth Managers, LLC 0.25% Add +3.2% 15,594 $10.1M
Central Bank & Trust Co. 1.39% Reduce -1.7% 15,448 $10.0M
Winmill & Co. Inc. 3.40% No change 15,409 $10.0M
Muhlenkamp & Co. Inc. 3.09% Add +0.0% 15,331 $9.9M
Great Lakes Retirement, Inc. 1.36% Add +2.5% 15,292 $9.9M
Canada Pension Plan Investment Board 0.01% Reduce -49.5% 15,235 $9.9M
Andra AP-fonden 0.16% Add +36.0% 15,100 $9.8M
IFM Investors Pty Ltd 0.10% Add +0.1% 14,952 $9.7M
USS Investment Management Ltd 0.08% Add +39.4% 14,693 $9.5M
Retirement Systems of Alabama 0.04% Reduce -0.9% 14,689 $9.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -0.8% 14,627 $9.5M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +0.7% 14,346 $9.3M
Advisors Asset Management, Inc. 0.18% Reduce -2.9% 14,265 $9.2M
Kennedy Capital Management LLC 0.20% Reduce -4.3% 14,223 $9.2M
Morse Asset Management, Inc 2.22% Reduce -3.7% 13,978 $9.0M
Two Sigma Investments, LP 0.02% New 13,919 $9.0M
Citizens Financial Group Inc. 0.20% Add +50.9% 13,897 $9.0M
Amalgamated Bank 0.08% Reduce -3.8% 13,679 $8.8M
GHP Investment Advisors, Inc. 0.44% Add +4.1% 13,648 $8.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -15.3% 13,561 $8.8M
KBC Group NV 0.03% Reduce -37.2% 13,253 $8.6M
Firetrail Investments PTY Ltd. 2.59% Add +106.7% 13,183 $8.5M
Credit Agricole S A 0.05% Add +70.0% 13,148 $8.5M
Cibc World Market Inc. 0.02% Reduce -8.5% 13,148 $8.5M
Carnegie Investment Counsel 0.26% Add +7.3% 13,070 $8.5M
Handelsbanken Fonder AB 0.04% Add +11.9% 13,046 $8.4M
Stratos Wealth Partners, LTD. 0.14% Add +2.9% 12,920 $8.4M
Forsta Ap-Fonden 0.07% Reduce -11.6% 12,900 $8.3M
Engineers Gate Manager LP 0.19% Add +344.1% 12,847 $8.3M
Corient Private Wealth LP 0.01% Reduce -0.6% 12,764 $8.3M
Sigma Investment Counselors Inc. 0.52% Add +3.3% 12,732 $8.2M
Orange Investment Advisors, Inc. 1.07% Reduce -2.2% 14,905 $8.2M
Czech National Bank 0.09% Add +7.3% 12,690 $8.2M
Miller Investment Management, LP 0.98% No change 12,622 $8.2M
Signet Financial Management, LLC 1.10% Reduce -0.8% 12,604 $8.2M
Glenview Trust Co 0.16% Reduce -0.7% 12,481 $8.1M
CI Investments Inc. 0.03% Reduce -1.7% 12,418 $8.0M
James Investment Research, Inc. 0.95% Reduce -0.4% 12,351 $8.0M
Lighthouse Investment Partners, LLC 0.44% Reduce -4.7% 12,280 $7.9M
Lombard Odier Asset Management (Switzerland) SA 0.80% Reduce -24.4% 12,227 $7.9M
Montag A & Associates Inc. 0.40% Reduce -9.5% 12,168 $7.9M
Creative Planning 0.01% Add +0.8% 12,087 $7.8M
Boston Common Asset Management, LLC 0.19% Reduce -12.4% 11,595 $7.5M
Guggenheim Capital LLC 0.05% Add +33.6% 11,264 $7.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.1% 11,114 $7.2M
AXA S.A. 0.02% Reduce -59.2% 11,000 $7.1M
Utah Retirement Systems 0.08% Reduce -7.0% 10,967 $7.1M
Wellington Management Group LLP 0.00% Add +10.5% 10,939 $7.1M
Xponance LLC 0.07% Add +2.7% 10,744 $6.9M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.08% — 10,726 $6.9M
Yousif Capital Management, LLC 0.08% Reduce -4.1% 10,687 $6.9M
Moneta Group Investment Advisors LLC 0.11% Add +9.2% 10,647 $6.9M
Factorial Partners, LLC 4.20% Reduce -4.1% 10,550 $6.8M
Callahan Advisors, LLC 0.69% Reduce -7.5% 10,300 $6.7M
Burns J W & Co. Inc. 0.90% Reduce -0.1% 10,249 $6.6M
Fulton Bank, N.A. 0.27% Reduce -4.9% 10,222 $6.6M
Marietta Investment Partners LLC 1.45% Reduce -3.4% 10,188 $6.6M
New York Life Investment Management LLC 0.07% Reduce -0.0% 10,173 $6.6M
JBF Capital, Inc. 1.00% No change 10,000 $6.5M
Mission Wealth Management, LP 0.17% Reduce -2.9% 9,929 $6.4M
ProShare Advisors LLC 0.02% Add +8.0% 9,899 $6.4M
Silvant Capital Management LLC 0.28% No change 9,883 $6.4M
Kovack Advisors, Inc. 0.70% Reduce -0.1% 9,842 $6.4M
United Capital Management of KS, Inc. 1.40% Reduce -2.9% 9,787 $6.3M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -2.8% 9,731 $6.3M
F/m Investments LLC 0.23% New 9,708 $6.3M
Summit Financial, LLC 0.29% Add +15.8% 9,707 $6.3M
Douglass Winthrop Advisors, LLC 0.13% Reduce -0.2% 9,689 $6.3M
Hudson Edge Investment Partners Inc. 1.19% Add +6.7% 9,525 $6.2M
Castellan Group 2.92% Add +4.6% 9,491 $6.1M
Hedeker Wealth, LLC 1.77% Add +0.1% 9,452 $6.1M
Janus Henderson Group PLC 0.00% Reduce -4.6% 9,256 $6.0M
MML Investors Services, LLC 0.02% Reduce -1.6% 9,228 $6.0M
Clearbridge Investments, LLC 0.00% Add +11.8% 9,217 $6.0M
Bokf, NA 0.11% Reduce -5.3% 9,213 $6.0M
Eastover Investment Advisors LLC 2.82% Add +2.0% 9,127 $5.9M
Smithbridge Asset Management Inc. 1.22% Reduce -15.0% 9,099 $5.9M
CIBC Asset Management Inc 0.02% Reduce -5.7% 8,982 $5.8M
Leibman Financial Services, Inc. 4.24% Reduce -0.2% 8,853 $5.7M
Eukles Asset Management 2.45% Reduce -0.4% 8,740 $5.7M
Los Angeles Capital Management LLC 0.02% Reduce -25.6% 8,713 $5.6M
Kingfisher Capital LLC 1.32% Reduce -1.1% 8,703 $5.6M
Graybill Wealth Management, LTD. 2.28% Add +0.0% 8,684 $5.6M
North Growth Management Ltd. 1.11% No change 9,000 $5.6M
Cibc World Markets Corp. 0.04% Add +28.4% 8,658 $5.6M
Huber Capital Management LLC 1.27% Reduce -9.8% 8,649 $5.6M
Advisory Services Network, LLC 0.12% Add +1.8% 8,623 $5.6M
Texas Yale Capital Corp. 0.26% No change 8,453 $5.5M
Wealthfront Advisers LLC 0.02% Add +5.6% 8,453 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -4.7% 8,402 $5.4M
Graham Capital Management, L.P. 0.34% Reduce -15.5% 8,319 $5.4M
PCJ Investment Counsel Ltd. 2.19% Reduce -4.0% 8,170 $5.3M
Independent Advisor Alliance 0.18% Add +3.4% 8,150 $5.3M
LGT Group Foundation 0.08% Reduce -3.0% 8,045 $5.2M
Traynor Capital Management, Inc. 0.44% Add +7.3% 8,024 $5.2M
Broadleaf Partners, LLC 1.25% Reduce -24.4% 8,013 $5.2M
Westport Asset Management Inc. 2.59% No change 8,000 $5.2M
SVB Wealth LLC 0.13% Reduce -13.5% 7,983 $5.2M
Institute for Wealth Management, LLC. 0.69% Reduce -1.4% 7,968 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Add +1.6% 7,948 $5.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -97.5% 8,239 $5.1M
Cumberland Advisors Inc. 2.08% Reduce -8.7% 7,870 $5.1M
Foster & Motley Inc. 0.35% Add +3.9% 7,863 $5.1M
Tidal Investments LLC 0.07% Add +57.9% 7,671 $5.0M
Vanguard Personalized Indexing Management, LLC 0.09% Add +15.3% 7,730 $5.0M
Sanctuary Advisors, LLC 0.04% — 7,155 $4.9M
New England Research & Management, Inc. 2.35% Add +11.4% 7,560 $4.9M
Flputnam Investment Management Co. 0.09% Add +70.5% 7,473 $4.8M
RKL Wealth Management LLC 0.47% Add +2.0% 7,470 $4.8M
Condor Capital Management 0.46% Reduce -1.8% 7,465 $4.8M
Knights of Columbus Asset Advisors LLC 0.31% Reduce -40.5% 7,374 $4.8M
Jefferies Financial Group Inc. 0.10% Reduce -0.2% 7,300 $4.7M
Citadel Advisors 0.00% Reduce -70.8% 7,288 $4.7M
State of Alaska, Department of Revenue 0.05% Reduce -0.7% 7,245 $4.7M
Private Advisor Group, LLC 0.03% Add +4.8% 7,079 $4.6M
Lido Advisors, LLC 0.04% Reduce -1.7% 7,047 $4.6M
American Assets Investment Management, LLC 0.42% No change 7,000 $4.5M
Public Employees Retirement Association of Colorado 0.02% Reduce -5.0% 6,929 $4.5M
Nilsine Partners, LLC 0.60% Add +0.1% 6,902 $4.5M
Kestra Advisory Services, LLC 0.02% Add +7.6% 7,718 $4.4M
D.A. Davidson & Co. 0.04% Reduce -2.2% 6,845 $4.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.3% 6,835 $4.4M
SFE Investment Counsel 0.97% Add +1.9% 6,789 $4.4M
Trustmark Bank Trust Department 0.35% Reduce -10.5% 6,764 $4.4M
Level Four Advisory Services, LLC 0.19% Add +15.0% 6,655 $4.3M
Inspire Investing, LLC 0.50% Reduce -9.9% 6,642 $4.3M
Scotia Capital Inc. 0.03% Reduce -11.8% 6,629 $4.3M
Worldquant Millennium Advisors LLC 0.04% New 6,623 $4.3M
Faithward Advisors, LLC 0.77% Add +0.0% 6,620 $4.3M
Bank of Nova Scotia 0.01% Reduce -16.5% 6,591 $4.3M
Blair William & Co. 0.01% Reduce -3.6% 6,583 $4.3M
Patton Fund Management, Inc. 0.89% Reduce -16.4% 6,544 $4.2M
Oak Ridge Investments LLC 0.40% Add +5.4% 6,434 $4.2M
Rafferty Asset Management, LLC 0.02% Add +2.1% 6,415 $4.1M
Marsico Capital Management LLC 0.12% Add +27.0% 6,401 $4.1M
Sycomore Asset Management 0.72% Add +9.6% 6,530 $4.1M
Bellwether Advisors, LLC 0.84% Add +0.7% 6,198 $4.0M
Abn Amro Investment Solutions 0.07% Reduce -8.4% 6,197 $4.0M
MIdWestOne Financial Group, Inc. 0.71% Reduce -0.1% 6,099 $3.9M
TRUE Private Wealth Advisors 0.44% Reduce -2.9% 6,064 $3.9M
Federation des caisses Desjardins du Quebec 0.02% Add +3.2% 6,049 $3.9M
Kerusso Capital Management LLC 2.83% — 6,022 $3.9M
Ethic Inc. 0.09% Add +2.9% 5,935 $3.8M
Ontario Teachers Pension Plan Board 0.04% Add +14.3% 5,900 $3.8M
Investment Management Corp of Ontario 0.10% Add +9.3% 5,892 $3.8M
Gilman Hill Asset Management, LLC 0.69% Add +4.7% 5,891 $3.8M
Steward Partners Investment Advisory, LLC 0.04% Reduce -3.2% 5,851 $3.8M
Symmetry Partners, LLC 0.19% Reduce -2.0% 5,830 $3.8M
Girard Partners LTD. 0.35% Add +0.7% 5,791 $3.7M
Oregon Public Employees Retirement Fund 0.07% Add +1.1% 5,763 $3.7M
Pearl River Capital, LLC 0.59% Add +127.9% 5,706 $3.7M
Benchmark Investment Advisors LLC 2.65% Add +40.2% 5,650 $3.7M
Sienna Gestion 0.32% Reduce -45.4% 5,652 $3.7M
Dumont & Blake Investment Advisors LLC 0.52% Add +62.1% 5,648 $3.7M
Groesbeck Investment Management Corp. 5.06% Reduce -10.7% 5,647 $3.7M
Bridgewater Associates 0.02% New 5,644 $3.7M
Pettee Investors, Inc. 1.75% Add +14.2% 5,621 $3.6M
ExodusPoint Capital Management, LP 0.04% Add +299.6% 5,619 $3.6M
FIL Ltd 0.00% Reduce -45.4% 5,615 $3.6M
&partners 0.16% Add +5.4% 5,641 $3.6M
Vanguard Capital Wealth Advisors 2.38% No change 5,421 $3.5M
Campbell & CO Investment Adviser LLC 0.30% Reduce -63.5% 5,402 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -31.8% 5,401 $3.5M
Balyasny Asset Management L.P. 0.01% Reduce -96.1% 5,388 $3.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -5.6% 5,357 $3.5M
Duncker Streett & Co. Inc. 0.67% Add +0.3% 5,352 $3.5M
D. E. Shaw & Co. 0.01% Reduce -10.1% 5,310 $3.4M
M&T Bank Corp 0.01% Reduce -3.8% 5,267 $3.4M
Maryland State Retirement & Pension System 0.06% No change 5,238 $3.4M
SlateStone Wealth, LLC 0.37% Add +4.1% 5,218 $3.4M
South Dakota Investment Council 0.07% Reduce -2.4% 5,193 $3.4M
Pacer Advisors, Inc. 0.01% Reduce -1.8% 5,173 $3.3M
Westside Investment Management, Inc. 0.76% Add +0.1% 5,153 $3.3M
Mizuho Securities USA LLC 0.07% New 5,129 $3.3M
Thoroughbred Financial Services, LLC 0.22% Add +17.5% 5,122 $3.3M
Louisbourg Investments Inc. 0.93% Add +151.7% 6,164 $3.3M
Cresset Asset Management, LLC 0.01% Add +9.1% 5,116 $3.3M
Harbor Capital Advisors, Inc. 0.25% Add +6.8% 5,104 $3.3M
Marvin & Palmer Associates Inc. 3.21% Reduce -0.4% 4,555 $3.3M
Alpine Woods Capital Investors, LLC 0.51% No change 5,095 $3.3M
Jackson Wealth Management, LLC 0.70% Reduce -37.0% 5,083 $3.3M
First Hawaiian Bank 0.11% Add +40.0% 5,082 $3.3M
Kennedy Investment Group, Inc. 1.66% Add +55.3% 5,076 $3.3M
Kentucky Retirement Systems 0.09% Reduce -1.7% 5,018 $3.2M
K.J. Harrison & Partners Inc 0.53% Add +66.7% 5,000 $3.2M
Verdence Capital Advisors LLC 0.29% Add +1008.0% 4,997 $3.2M
Vinva Investment Management Ltd 0.16% Add +107.3% 5,186 $3.2M
Oppenheimer Asset Management Inc. 0.04% Reduce -8.7% 4,994 $3.2M
Sei Investments Co. 0.00% Add +13.7% 4,981 $3.2M
Peapack Gladstone Financial Corp. 0.05% No change 4,939 $3.2M
Hennessy Advisors Inc. 0.12% Reduce -2.0% 4,900 $3.2M
Grandeur Peak Global Advisors, LLC 0.25% No change 4,899 $3.2M
Congress Asset Management Co. 0.02% No change 4,893 $3.2M
X-Square Capital, LLC 1.13% Add +0.7% 4,834 $3.1M
Waterloo Capital, L.P. 0.37% Add +0.5% 4,816 $3.1M
Roundview Capital LLC 0.24% Add +10.4% 4,791 $3.1M
Wolverine Trading, LLC 0.05% Reduce -48.0% 4,791 $3.1M
Arcadia Investment Management Corp. 0.53% Reduce -4.8% 4,787 $3.1M
Pine Valley Investments Ltd Liability Co 0.23% Add +3.3% 4,724 $3.1M
Wealthcare Advisory Partners LLC 0.10% Reduce -1.6% 4,708 $3.0M
Forvis Mazars Wealth Advisors, LLC 0.08% Add +2.5% 4,704 $3.0M
MBB Public Markets I LLC 0.06% Add +1371.1% 4,678 $3.0M
Occudo Quantitative Strategies LP 0.53% New 4,659 $3.0M
Jensen Investment Management Inc. 0.02% No change 4,650 $3.0M
BDF-Gestion 0.29% — 4,635 $3.0M
Avantax Advisory Services, Inc. 0.02% Add +11.8% 4,629 $3.0M
Crossmark Global Holdings, Inc. 0.06% Add +32.4% 4,601 $3.0M
Graphene Investments SAS 1.87% No change 4,600 $3.0M
Monument Capital Management 0.87% Add +1.9% 4,576 $3.0M
Davidson Capital Management Inc. 0.90% Add +2.0% 4,534 $2.9M
Cwm, LLC 0.01% Reduce -5.6% 4,471 $2.9M
CenterBook Partners LP 0.18% Add +43.8% 4,458 $2.9M
Hennion & Walsh Asset Management, Inc. 0.15% Add +9.3% 4,458 $2.9M
Cunning Capital Partners, LP 1.60% No change 4,415 $2.9M
Illinois Municipal Retirement Fund 0.04% No change 4,326 $2.8M
Caprock Group, LLC 0.11% Add +385.3% 4,324 $2.8M
Peak Financial Advisors LLC 1.60% New 4,310 $2.8M
UniSuper Management Pty Ltd 0.02% Add +86.8% 4,303 $2.8M
Souders Financial Advisors 0.42% New 4,295 $2.8M
Orion Porfolio Solutions, LLC 0.03% Add +36.8% 4,279 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +36.8% 4,279 $2.8M
Hartford Investment Management Co. 0.09% Reduce -1.7% 4,276 $2.8M
Quantinno Capital Management LP 0.05% Add +34.2% 4,259 $2.8M
CW Advisors, LLC 0.04% Reduce -2.3% 4,228 $2.7M
Financial Counselors Inc. 0.04% Add +13.7% 4,222 $2.7M
UMB Bank, n.a. 0.04% Reduce -6.2% 4,199 $2.7M
Chesley Taft & Associates LLC 0.14% Reduce -5.4% 4,171 $2.7M
Elevation Point Wealth Partners, LLC 0.21% Reduce -6.7% 4,166 $2.7M
Empowered Funds, LLC 0.05% Add +12.0% 4,163 $2.7M
Geneos Wealth Management Inc. 0.12% Add +33.1% 4,153 $2.7M
J. Safra Sarasin Holding AG 0.05% — 4,148 $2.7M
Lazard Asset Management LLC 0.00% Add +0.8% 4,111 $2.7M
Mount Lucas Management LP 0.94% Reduce -58.4% 4,088 $2.6M
TD Waterhouse Canada Inc. 0.02% Reduce -1.6% 4,110 $2.6M
Fifth Third Bancorp 0.01% Reduce -0.4% 4,040 $2.6M
Benjamin F. Edwards & Company, Inc. 0.05% Add +3.0% 4,038 $2.6M
EFG Asset Management (North America) Corp. 0.45% Reduce -6.6% 4,003 $2.6M
Affinity Investment Advisors, LLC 1.93% Reduce -0.4% 3,971 $2.6M
Columbia Bank 0.98% Add +0.1% 3,914 $2.5M
Dakota Wealth Management 0.06% Reduce -64.2% 3,908 $2.5M
Supplemental Annuity Collective Trust of NJ 0.78% No change 3,900 $2.5M
Symmetry Investments LP 0.32% Reduce -67.3% 3,898 $2.5M
SpiderRock Advisors, LLC 0.07% Reduce -0.1% 3,892 $2.5M
Securian Asset Management, Inc. 0.07% Reduce -2.5% 3,858 $2.5M
Pinnacle Associates Ltd. 0.04% Reduce -2.3% 3,857 $2.5M
U.S. Capital Wealth Advisors, LLC 0.10% Add +0.4% 3,841 $2.5M
Ameritas Investment Partners, Inc. 0.08% Add +26.7% 3,803 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -2.6% 3,800 $2.5M
Atria Wealth Solutions, Inc. 0.03% Reduce -10.6% 3,762 $2.4M
Knollwood Investment Advisory, LLC 0.27% Add +582.4% 3,753 $2.4M
Glenmede Trust Co. NA 0.01% Reduce -39.9% 3,750 $2.4M
Choreo, LLC 0.04% Add +149.7% 3,636 $2.3M
MWA Asset Management 1.66% Reduce -0.7% 3,598 $2.3M
Ieq Capital, LLC 0.03% Add +7.3% 3,573 $2.3M
Chartwell Investment Partners, LLC 0.08% Reduce -14.9% 3,565 $2.3M
Northcape Capital Pty Ltd 0.34% Reduce -10.9% 3,549 $2.3M
Wealth Effects LLC 0.83% Add +4.5% 3,541 $2.3M
Walleye Capital LLC 0.03% Reduce -0.1% 3,536 $2.3M
Sabal Trust CO 0.14% Reduce -2.5% 3,524 $2.3M
Acropolis Investment Management, LLC 0.14% Add +8.3% 3,473 $2.2M
New Mexico Educational Retirement Board 0.08% No change 3,400 $2.2M
TrinityPoint Wealth, LLC 0.34% Reduce -2.9% 3,336 $2.2M
WD Rutherford LLC 1.08% Add +302.1% 3,329 $2.2M
Kendall Capital Management 0.71% Reduce -3.7% 3,314 $2.1M
Atlantic Edge Private Wealth Management, LLC 0.72% Reduce -1.2% 3,311 $2.1M
Bfsg, LLC 0.27% Add +28.5% 3,311 $2.1M
Bank of New Hampshire 0.56% Add +1.0% 3,310 $2.1M
Argus Investors' Counsel, Inc. 1.31% Add +17.3% 3,307 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -84.5% 3,300 $2.1M
Seelaus Asset Management LLC 2.21% Reduce -13.7% 3,276 $2.1M
Atria Investments, Inc 0.03% Reduce -15.4% 3,269 $2.1M
Danica Pension, Livsforsikringsaktieselskab 0.04% Add +104.7% 3,261 $2.1M
Brandywine Oak Private Wealth LLC 0.21% Add +15.9% 3,184 $2.1M
Cornerstone Enterprises, LLC 1.35% Add +2.1% 3,150 $2.0M
Greatmark Investment Partners, Inc. 0.29% Reduce -1.4% 3,120 $2.0M
Mgo One Seven LLC 0.10% Add +42.1% 3,106 $2.0M
Tudor Investment Corporation 0.02% New 3,088 $2.0M
Florida Trust Wealth Management Co 0.07% Reduce -1.0% 3,070 $2.0M
E. Ohman J:or Asset Management AB 0.05% Add +8.9% 3,050 $2.0M
MAI Capital Management 0.02% Add +6.6% 3,044 $2.0M
Vontobel Holding Ltd. 0.01% Reduce -6.6% 2,969 $1.9M
Panagora Asset Management Inc. 0.01% Reduce -32.8% 2,967 $1.9M
Verition Fund Management LLC 0.02% Reduce -41.4% 2,945 $1.9M
AlphaStar Capital Management, LLC 0.18% Add +19.4% 2,932 $1.9M
Venture Visionary Partners LLC 0.09% Reduce -32.7% 2,863 $1.9M
Eagle Rock Investment Company, LLC 0.33% New 2,860 $1.8M
Kingsview Wealth Management, LLC 0.04% Add +2.9% 2,857 $1.8M
Wolf Group Capital Advisors 0.72% Reduce -20.1% 2,828 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +38.5% 2,826 $1.8M
Private Trust Co. NA 0.20% Add +1.7% 2,826 $1.8M
Heritage Trust Co 0.24% Add +3.5% 2,809 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -2.5% 2,800 $1.8M
Allen Investment Management, LLC 0.02% No change 2,799 $1.8M
First Trust Direct Indexing L.P. 0.11% Add +12.5% 2,793 $1.8M
Great Point Wealth Advisors, LLC 0.41% Reduce -12.0% 2,747 $1.8M
Commerce Bank 0.01% Add +0.3% 2,732 $1.8M
Tower Research Capital LLC (TRC) 0.03% Reduce -16.2% 2,719 $1.8M
HB Wealth Management, LLC 0.02% Add +8.7% 2,713 $1.8M
Mattson Financial Services, LLC 0.62% — 2,712 $1.8M
Quantitative Investment Management, LLC 0.19% New 2,705 $1.7M
Zurich Insurance Group Ltd 0.02% No change 2,700 $1.7M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -37.0% 2,694 $1.7M
Independent Solutions Wealth Management, LLC 0.40% New 2,692 $1.7M
Dana Investment Advisors, Inc. 0.06% Reduce -15.9% 2,646 $1.7M
Two Sigma Securities, LLC 0.08% Reduce -47.0% 2,626 $1.7M
Millennium Capital Advisors, LLC 1.12% Add +1.0% 2,607 $1.7M
RB Capital Management, LLC 0.45% Add +4.0% 2,598 $1.7M
Teza Capital Management LLC 0.21% Add +149.1% 2,596 $1.7M
Metis Global Partners, LLC 0.06% Reduce -3.5% 2,569 $1.7M
Banque Cantonale Vaudoise 0.07% Add +107.6% 2,529 $1.6M
Caldwell Trust Co 0.18% Add +0.3% 2,525 $1.6M
Public Sector Pension Investment Board 0.01% Add +77.7% 2,525 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +240.7% 2,511 $1.6M
Bright Futures Wealth Management, LLC. 0.88% Reduce -0.8% 2,413 $1.6M
Rothschild Investment LLC 0.11% Add +1.4% 2,477 $1.6M
Achmea Investment Management B.V. 0.03% No change 2,459 $1.6M
Red Cedar Investment Management, LLC 0.22% Reduce -30.8% 2,458 $1.6M
Hudson Value Partners, LLC 0.67% Add +4.0% 2,453 $1.6M
Mirabaud & Cie SA 0.53% Add +1.6% 2,439 $1.6M
Barings LLC 0.04% Reduce -0.7% 2,437 $1.6M
Ionic Capital Management LLC 1.25% Reduce -16.2% 2,430 $1.6M
Norinchukin Bank, The 0.04% Add +2.4% 2,423 $1.6M
Meeder Advisory Services, Inc. 0.11% Add +36.0% 2,383 $1.5M
OMERS ADMINISTRATION Corp 0.01% New 2,365 $1.5M
Versor Investments LP 0.28% New 2,356 $1.5M
Redwood Investment Management, LLC 0.13% New 2,291 $1.5M
Coldstream Capital Management Inc. 0.04% Add +2.1% 2,335 $1.5M
Empirical Finance, LLC 0.09% Reduce -7.8% 2,332 $1.5M
LMR Partners LLP 0.04% Reduce -11.0% 2,329 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -8.6% 2,277 $1.5M
Ostrum Asset Management 0.13% Add +80.0% 2,237 $1.4M
Bleakley Financial Group, LLC 0.04% Add +1.3% 2,232 $1.4M
Simplicity Wealth,LLC 0.03% Add +0.9% 2,223 $1.4M
LRT Capital Management, LLC 1.35% Add +17.2% 2,216 $1.4M
Jacobi Capital Management LLC 0.12% Add +8.8% 2,215 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -4.7% 2,198 $1.4M
Pitcairn Co. 0.09% Add +4.2% 2,188 $1.4M
Independent Financial Group, LLC 0.06% Add +95.2% 2,188 $1.4M
Laurion Capital Management LP 0.05% Reduce -26.9% 2,165 $1.4M
Wedmont Private Capital 0.09% Add +1.3% 2,059 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -3.1% 2,148 $1.4M
BTG Pactual Asset Management US LLC 0.35% — 2,134 $1.4M
Atlas Capital Advisors Inc. 0.18% Reduce -1.2% 2,123 $1.4M
Equitable Holdings, Inc. 0.01% Add +22.7% 2,121 $1.4M
SteelPeak Wealth, LLC 0.06% Add +0.2% 2,119 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.6% 2,119 $1.4M
Argent Trust Co 0.06% Add +67.3% 2,119 $1.4M
Hilltop Holdings Inc. 0.16% Add +1.0% 2,108 $1.4M
Alberta Investment Management Corp 0.02% Reduce -25.0% 2,100 $1.4M
McKinley Capital Management LLC 0.24% Reduce -12.4% 2,088 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -31.0% 2,066 $1.3M
IHT Wealth Management, LLC 0.05% Reduce -19.3% 2,065 $1.3M
Paradigm Asset Management Co. LLC 0.37% Add +114.8% 2,058 $1.3M
Finivi Inc. 1.09% Add +1.4% 2,035 $1.3M
MBM Wealth Consultants, LLC 0.45% Add +3.8% 2,093 $1.3M
Y-Intercept (Hong Kong) Ltd 0.07% New 2,025 $1.3M
Townsquare Capital LLC 0.02% Add +28.8% 2,024 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.41% New 2,022 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +4.5% 2,006 $1.3M
Plato Investment Management Ltd 0.12% Add +267.2% 2,001 $1.3M
Lindbrook Capital, LLC 0.12% Reduce -42.1% 1,998 $1.3M
V-Square Quantitative Management LLC 0.21% Reduce -9.4% 1,966 $1.3M
Cookson Peirce & Co. Inc. 0.06% Add +6.1% 1,961 $1.3M
Mission Creek Capital Partners, Inc. 0.32% Add +199.7% 1,954 $1.3M
Pecaut & Co. 0.48% Add +0.1% 1,952 $1.3M
International Assets Investment Management, LLC 0.12% Reduce -3.3% 1,946 $1.3M
World Investment Advisors 0.08% No change 1,940 $1.3M
Exchange Traded Concepts, LLC 0.03% New 1,940 $1.3M
IFP Advisors, Inc 0.05% Reduce -58.5% 1,936 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -2.3% 1,907 $1.2M
AMG National Trust Bank 0.03% Add +17.6% 1,900 $1.2M
Sigma Planning Corp 0.04% Add +3.0% 1,898 $1.2M
FORA Capital, LLC 0.15% Add +282.6% 1,894 $1.2M
Dynasty Wealth Management, LLC 0.04% Reduce -0.2% 1,876 $1.2M
Praxis Investment Management Inc. 0.08% No change 1,770 $1.2M
Spire Wealth Management 0.04% Reduce -7.3% 1,816 $1.2M
Lebenthal Global Advisors, LLC 0.26% Add +9.2% 1,812 $1.2M
Quantbot Technologies LP 0.06% Reduce -34.5% 1,808 $1.2M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -1.3% 1,800 $1.2M
Acadian Asset Management LLC 0.00% New 1,784 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -2.7% 1,776 $1.1M
RFG Advisory, LLC 0.04% Add +19.5% 1,756 $1.1M
Tiaa Trust, National Association 0.00% Add +24.7% 1,751 $1.1M
Redwood Investments, LLC 0.38% Reduce -77.6% 1,909 $1.1M
Hancock Whitney Corp. 0.04% Reduce -9.4% 1,717 $1.1M
Polianta Ltd 0.56% New 1,700 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -22.8% 1,695 $1.1M
Clearstead Advisors, LLC 0.02% No change 1,689 $1.1M
Probity Advisors, Inc. 0.22% Reduce -1.0% 1,674 $1.1M
Systematic Alpha Investments, LLC 0.04% No change 1,674 $1.1M
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 1,674 $1.1M
Brown Financial Advisors 0.48% — 1,671 $1.1M
Full Sail Capital, LLC 0.07% No change 1,663 $1.1M
Vident Advisory, LLC 0.03% Reduce -93.2% 1,648 $1.1M
Banque Pictet & Cie SA 0.01% No change 1,635 $1.1M
Greenleaf Trust 0.01% Add +3.1% 1,629 $1.1M
Park Avenue Securities LLC 0.01% Reduce -7.9% 1,628 $1.1M
Ritholtz Wealth Management 0.03% Reduce -1.6% 1,620 $1.0M
Keybank National Association 0.00% Add +1.2% 1,618 $1.0M
Raymond James Trust N.A. 0.02% Add +5.8% 1,610 $1.0M
Diversified Trust Co. 0.03% Add +9.2% 1,582 $1.0M
Principal Securities, Inc. 0.03% Add +8.6% 1,579 $1.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -0.5% 1,556 $1.0M
CreativeOne Wealth, LLC 0.05% Reduce -7.7% 1,552 $1.0M
Bison Wealth, LLC 0.16% No change 1,390 $1.0M
Aptus Capital Advisors, LLC 0.02% Add +2.3% 1,545 $999K
Signaturefd, LLC 0.02% Reduce -3.5% 1,544 $999K
Daymark Wealth Partners, LLC 0.05% New 1,536 $993K
Arcataur Capital Management LLC 0.35% No change 1,517 $981K
Hollencrest Capital Management 0.04% Reduce -0.2% 1,506 $974K
SeaBridge Investment Advisors LLC 0.25% No change 1,504 $973K
Harbor Advisors LLC 0.18% No change 1,500 $970K
Cardiff Park Advisors, LLC 0.09% No change 1,500 $970K
LBP Am SA 0.04% Add +7.0% 1,476 $955K
Nations Financial Group Inc, /Ia/ 0.08% Reduce -0.5% 1,472 $952K
Copperwynd Financial, LLC 0.31% Add +3.8% 1,249 $946K
DGS Capital Management, LLC 0.26% Reduce -5.3% 1,454 $940K
Harbour Investments, Inc. 0.03% Add +2.4% 1,453 $940K
Flagship Harbor Advisors, LLC 0.06% Reduce -0.3% 1,447 $936K
EP Wealth Advisors, LLC 0.01% Add +0.5% 1,443 $934K
Tectonic Advisors LLC 0.07% Add +5.9% 1,432 $926K
Semus Wealth Partners LLC 0.71% Add +0.2% 1,426 $922K
Schear Investment Advisers, LLC 0.66% Add +3.6% 1,416 $916K
Heartland Bank & Trust Co 0.52% Add +1.1% 1,413 $914K
Kestra Private Wealth Services, LLC 0.02% Add +28.3% 1,364 $882K
BTC Capital Management, Inc. 0.08% Reduce -1.4% 1,363 $881K
180 Wealth Advisors, LLC 0.14% Reduce -17.4% 1,321 $880K
Wintrust Investments LLC 0.07% Add +10.7% 1,359 $879K
Assetmark, Inc. 0.00% Add +11.4% 1,351 $874K
HighPoint Advisor Group LLC 0.05% Add +54.4% 1,181 $870K
TD Private Client Wealth LLC 0.03% Reduce -1.4% 1,342 $868K
Penobscot Investment Management Company, Inc. 0.08% New 1,341 $867K
Virtus Advisers, LLC 0.42% Add +1.7% 1,335 $863K
Aviso Wealth Management 0.51% Add +1.8% 1,334 $863K
Independent Investors Inc. 0.19% No change 1,330 $860K
Archer Investment Corp 0.25% No change 1,329 $860K
Lake Street Advisors Group, LLC 0.04% Reduce -4.9% 1,326 $858K
Parallel Advisors, LLC 0.02% Add +0.5% 1,313 $849K
Harvest Portfolios Group Inc. 0.03% New 1,311 $848K
Central Pacific Bank - Trust Division 0.11% Reduce -38.0% 1,303 $843K
Kenora Financial, LLC 0.35% Reduce -0.8% 1,297 $839K
Qtron Investments LLC 0.12% Add +51.0% 1,296 $838K
HTLF Bank 0.09% Add +6.2% 1,268 $820K
PFG Investments, LLC 0.06% Reduce -0.2% 1,252 $810K
Enterprise Financial Services Corp 0.50% Reduce -0.9% 1,251 $809K
Capital Insight Partners, LLC 0.15% Add +2.5% 1,245 $805K
GYL Financial Synergies, LLC 0.06% Reduce -19.6% 1,243 $804K
Lecap Asset Management Ltd. 0.17% New 1,241 $803K
Vestcor Inc 0.03% No change 1,210 $783K
Sequoia Financial Advisors, LLC 0.01% Add +8.2% 1,206 $780K
Capstone Investment Advisors, LLC 0.04% Reduce -37.1% 1,203 $778K
Apollon Wealth Management, LLC 0.02% Add +4.9% 1,199 $775K
Ranch Capital Advisors Inc. 0.40% Reduce -27.6% 1,191 $771K
Edmp, Inc. 0.69% Add +0.5% 1,174 $759K
Wedbush Securities Inc. 0.03% Reduce -1.4% 1,167 $755K
SYSTM Wealth Solutions LLC 0.17% Add +8.8% 1,163 $752K
Welch Group, LLC 0.04% Add +21.6% 1,162 $752K
Clarius Group, LLC 0.05% Reduce -3.5% 1,157 $748K
Patrick M Sweeney & Associates, Inc. 0.60% Reduce -0.4% 1,151 $744K
Hodges Capital Management Inc. 0.05% Reduce -2.8% 1,150 $744K
Spirepoint Private Client, LLC 0.11% Add +2.7% 1,148 $742K
Bremer Bank National Association 0.14% Add +3.0% 1,148 $742K
Hoylecohen, LLC 0.06% Reduce -1.3% 1,148 $742K
NorthRock Partners, LLC 0.03% Reduce -4.6% 1,146 $741K
Maxi Investments CY Ltd 0.17% No change 1,146 $741K
Collective Family Office LLC 0.22% Reduce -1.8% 1,131 $731K
Romano Brothers and Company 0.10% Reduce -1.3% 1,124 $727K
Evermay Wealth Management LLC 0.12% No change 1,123 $726K
Mather Group, Llc. 0.01% Add +4.5% 1,005 $725K
Geneva Partners, LLC 0.30% Reduce -42.2% 1,115 $721K
Profund Advisors LLC 0.03% Reduce -2.1% 1,113 $720K
Peddock Capital Advisors, LLC 0.19% Add +7.7% 1,111 $719K
Schechter Investment Advisors, LLC 0.05% Reduce -11.3% 1,111 $719K
Sonora Investment Management Group, LLC 0.06% No change 993 $716K
Inscription Capital, LLC 0.11% No change 1,100 $711K
Jaffetilchin Investment Partners, LLC 0.06% Add +3.8% 1,100 $711K
Optas, LLC 0.18% Add +3.1% 1,097 $709K
First Citizens Bank & Trust Co. 0.01% Add +65.2% 1,095 $708K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +15.4% 1,089 $704K
Koshinski Asset Management, Inc. 0.06% Add +12.6% 1,115 $700K
Fiduciary Trust Co 0.01% Add +3.6% 1,081 $699K
Keebeck Wealth Management 0.10% No change 1,076 $696K
Canandaigua National Bank & Trust Co. 0.08% Add +7.3% 1,073 $694K
Savant Capital, LLC 0.01% Reduce -5.1% 1,060 $686K
Parkside Financial Bank & Trust 0.11% Add +0.2% 1,055 $682K
Syon Capital LLC 0.06% Add +1.3% 1,049 $678K
Focus Financial Network, Inc. 0.03% Reduce -2.1% 932 $674K
Sherbrooke Park Advisers LLC 0.11% New 1,011 $654K
Aubrey Capital Management Ltd 0.26% No change 1,081 $652K
AE Wealth Management LLC 0.01% Add +10.9% 1,005 $650K
Roman Butler Fullerton & Co. 0.21% Add +0.1% 1,005 $648K
Ballentine Partners, LLC 0.01% Reduce -4.1% 1,002 $648K
PFG Advisors 0.04% Add +8.1% 1,002 $648K
WBH Advisory Inc. 0.07% No change 1,000 $647K
Worth Financial Advisory Group, LLC 0.42% Reduce -28.0% 994 $643K
Encompass Wealth Advisors, LLC 0.17% Add +84.0% 986 $638K
Nomura Holdings Inc. 0.00% Reduce -94.0% 966 $625K
Aristeia Capital, L.L.C. 0.04% Add +149.7% 964 $623K
Modera Wealth Management, LLC 0.01% Add +0.5% 956 $618K
NEOS Investment Management LLC 0.03% No change 946 $612K
Mitchell McLeod Pugh & Williams Inc. 0.14% Reduce -13.7% 945 $611K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -58.5% 932 $603K
Horizon Investments, LLC 0.02% Add +0.5% 925 $598K
Old National Bancorp 0.01% Reduce -19.9% 918 $594K
Foundations Investment Advisors, LLC 0.01% Add +2.6% 913 $591K
Wolff Wiese Magana LLC 0.47% Add +3.3% 909 $588K
UNIVEST FINANCIAL Corp 0.16% Add +52.6% 908 $587K
Centaurus Financial, Inc. 0.04% Add +14.3% 889 $575K
IAM Advisory, LLC 0.16% Reduce -1.3% 886 $573K
Silvercrest Asset Management Group LLC 0.00% No change 884 $572K
Clifford Swan Investment Counsel LLC 0.02% Reduce -18.5% 879 $568K
Fort Washington Investment Advisors Inc. 0.00% No change 867 $561K
Walleye Trading LLC 0.01% Reduce -91.5% 863 $558K
Gateway Advisory, LLC 0.09% Add +8.6% 857 $554K
AlphaQuest LLC 0.07% Add +26.0% 852 $551K
1776 Wealth LLC 0.25% No change 850 $550K
Bayesian Capital Management, LP 0.06% New 844 $546K
Exencial Wealth Advisors, LLC 0.02% Reduce -10.4% 835 $540K
CVA Family Office, LLC 0.10% Add +0.1% 830 $537K
Legacy Capital Group California, Inc. 0.19% New 828 $535K
Phoenix Financial Ltd. 0.01% No change 856 $533K
Delta Investment Management, LLC 0.12% New 822 $532K
Keel Point, LLC 0.05% Reduce -2.7% 745 $524K
Focus Partners Advisor Solutions, LLC 0.01% Add +8.9% 807 $522K
Paragon Private Wealth Management, LLC 0.29% Reduce -4.8% 806 $521K
Axq Capital, LP 0.12% New 801 $518K
Adell Harriman & Carpenter Inc. 0.04% Reduce -0.3% 800 $517K
Olde Wealth Management, LLC 0.20% New 800 $517K
GAMMA Investing LLC 0.07% Add +14.5% 798 $516K
Fielder Capital Group LLC 0.20% Reduce -0.5% 797 $515K
Prospera Financial Services Inc 0.01% Add +12.6% 777 $503K
Valmark Advisers, Inc. 0.01% Add +1.2% 774 $501K
Premier Path Wealth Partners, LLC 0.08% Reduce -0.8% 763 $493K
ING Groep NV 0.00% New 761 $492K
TBH Global Asset Management, LLC 0.11% Reduce -15.1% 750 $485K
Summit Trail Advisors, LLC 0.01% Add +11.7% 747 $483K
SeaCrest Wealth Management, LLC 0.05% Add +10.7% 744 $481K
DAVENPORT & Co LLC 0.00% Reduce -10.5% 739 $478K
Rwa Wealth Partners, LLC 0.01% Add +1.0% 734 $475K
Forum Financial Management, LP 0.01% Add +1.1% 733 $474K
Middleton & Co. Inc. 0.05% No change 726 $470K
iSAM Funds (UK) Ltd 0.35% Reduce -31.6% 722 $467K
Procyon Advisors, LLC 0.03% Add +1.7% 720 $466K
Swisher Financial Concepts, Inc. 0.47% No change 720 $465K
Siemens Fonds Invest GmbH 0.03% No change 716 $463K
First Bank & Trust 0.09% Reduce -3.3% 715 $462K
Cigna Investments Inc. 0.09% Reduce -1.1% 713 $462K
Haverford Trust Co 0.00% Add +0.7% 704 $455K
Valeo Financial Advisors, LLC 0.01% Add +0.9% 695 $449K
Transatlantique Private Wealth LLC 0.18% No change 689 $446K
Welch & Forbes LLC 0.01% No change 707 $444K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +21.1% 682 $441K
Fifth Third Wealth Advisors LLC 0.03% New 681 $440K
Empirical Asset Management, LLC 0.16% Reduce -2.9% 674 $436K
LGT Fund Management Co Ltd. 0.05% No change 670 $433K
Dynamic Advisor Solutions LLC 0.01% Add +1.7% 667 $431K
Torray Investment Partners LLC 0.06% No change 660 $427K
Heritage Wealth Advisors 0.02% No change 657 $425K
Klingman & Associates, LLC 0.03% Add +0.8% 653 $422K
Journey Strategic Wealth LLC 0.02% Add +37.2% 653 $422K
Moss Adams Wealth Advisors LLC 0.06% Add +4.7% 650 $420K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +0.3% 649 $420K
Alpha DNA Investment Management LLC 0.24% Add +27.4% 647 $418K
Financial Partners Group, Inc 0.07% No change 641 $415K
Financial Management Network Inc. 0.10% New 650 $412K
Essex Financial Services, Inc. 0.03% Add +40.0% 598 $412K
OneDigital Investment Advisors LLC 0.01% Add +2.4% 630 $407K
Allworth Financial LP 0.00% Add +0.3% 567 $407K
SageView Advisory Group, LLC 0.03% Reduce -83.6% 628 $406K
Arete Wealth Advisors, LLC 0.03% New 627 $406K
Cornerstone Wealth Management, LLC 0.03% Add +15.9% 627 $406K
CNB Bank 0.20% Add +2.6% 627 $406K
Fidelis Capital Partners, LLC 0.06% Add +2.4% 611 $404K
Beacon Investment Advisory Services, Inc. 0.02% No change 620 $401K
Freedom Investment Management, Inc. 0.03% Reduce -17.6% 619 $400K
WealthPLAN Partners, LLC 0.04% Add +40.7% 615 $398K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -1.6% 615 $398K
Elgethun Capital Management 0.10% No change 608 $393K
Calton & Associates, Inc. 0.20% No change 607 $393K
Householder Group Estate & Retirement Specialist, LLC 0.11% Add +24.8% 604 $390K
Ascentis Independent Advisors 0.08% — 602 $389K
Cynosure Group, LLC 0.06% Add +31.1% 602 $389K
Robertson Stephens Wealth Management, LLC 0.02% Add +7.9% 602 $389K
Americana Partners, LLC 0.03% Add +7.9% 601 $389K
Seeds Investor LLC 0.20% Add +77.3% 601 $389K
Steel Grove Capital Advisors, LLC 0.05% No change 600 $388K
Wealthspire Advisors, LLC 0.01% Reduce -3.7% 599 $387K
Weil Company, Inc. 0.14% New 597 $386K
HCR Wealth Advisors 0.05% Add +86.8% 592 $383K
BOS Asset Management, LLC 0.18% No change 588 $380K
Synovus Financial Corp. 0.01% Reduce -3.8% 585 $378K
Buckingham Strategic Wealth, LLC 0.00% Add +23.2% 584 $378K
Hudock, Inc. 0.07% Add +0.2% 567 $367K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.5% 567 $367K
Quadrant Capital Group LLC 0.03% Add +9.6% 560 $362K
Checchi Capital Advisers, LLC 0.03% Reduce -4.1% 558 $361K
Transcend Capital Advisors, LLC 0.03% Add +20.8% 557 $360K
Ascent Wealth Partners, LLC 0.05% Add +27.9% 555 $359K
Cumberland Partners Ltd 0.03% Reduce -12.6% 554 $358K
One Capital Management, LLC 0.01% New 554 $358K
Jackson Creek Investment Advisors LLC 0.13% Reduce -18.3% 552 $357K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.9% 552 $357K
Leonteq Securities AG 0.05% Add +54.1% 550 $356K
Sargent Investment Group, LLC 0.07% Add +0.4% 547 $354K
First Horizon Advisors, Inc. 0.01% Add +6.8% 546 $353K
Key Financial Inc 0.08% No change 544 $352K
Wilson & Boucher Capital Management, LLC 0.27% No change 541 $350K
Perigon Wealth Management, LLC 0.01% Reduce -0.9% 540 $349K
PEAK6 Investments LLC 0.02% New 540 $349K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -0.2% 540 $349K
Everhart Financial Group, Inc. 0.09% Reduce -2.4% 539 $349K
Penn Capital Management Company, LLC 0.03% Reduce -16.9% 539 $349K
Evercore Wealth Management, LLC 0.01% Reduce -6.3% 538 $348K
Smartleaf Asset Management LLC 0.06% Add +64.6% 558 $348K
Burford Brothers, Inc. 0.20% Reduce -1.5% 531 $343K
Trexquant Investment LP 0.01% New 529 $342K
Leslie Global Wealth, LLC 0.20% — 523 $338K
CENTRAL TRUST Co 0.01% Reduce -25.3% 523 $338K
Westmount Partners, LLC 0.11% Add +0.4% 523 $335K
Alps Advisors Inc. 0.00% Reduce -1.1% 518 $335K
Parsons Capital Management Inc. 0.02% No change 515 $333K
First National Trust Co 0.01% Add +0.4% 513 $332K
Conning Inc. 0.01% No change 512 $331K
Range Financial Group LLC 0.17% Add +6.1% 507 $328K
Salem Investment Counselors Inc. 0.01% No change 504 $326K
Kraft, Davis & Associates, LLC 0.10% Reduce -1.4% 430 $326K
Sandhill Capital Partners LLC 0.02% Reduce -16.6% 502 $325K
Secure Asset Management, LLC 0.06% New 501 $324K
Aries Wealth Management 0.10% No change 500 $323K
Scissortail Wealth Management, LLC 0.08% No change 500 $323K
Deltec Asset Management LLC 0.06% No change 500 $323K
Scopus Asset Management, L.P. 0.01% New 500 $323K
Fayez Sarofim & Co 0.00% No change 500 $323K
Neville Rodie & Shaw Inc. 0.02% No change 500 $323K
CX Institutional 0.02% Reduce -2.0% 499 $323K
Integrated Investment Consultants, LLC 0.09% No change 447 $322K
Alpha Cubed Investments, LLC 0.02% Reduce -7.4% 498 $322K
Evergreen Capital Management LLC 0.01% Add +4.4% 497 $321K
Capital International Sarl 0.01% New 497 $321K
Campion Asset Management 0.25% No change 495 $320K
Grant/GrossMendelsohn, LLC 0.14% Reduce -40.2% 490 $317K
Hills Bank & Trust Co 0.03% No change 490 $317K
Ogorek Anthony Joseph /NY/ 0.11% Add +575.0% 486 $314K
Steele Capital Management, Inc. 0.02% No change 485 $314K
Arax Advisory Partners 0.03% Add +2561.1% 479 $310K
Brooklyn Investment Group 0.13% No change 435 $309K
Claro Advisors Inc. 0.05% Add +6.5% 474 $307K
Stratos Wealth Advisors, LLC 0.02% Add +14.0% 473 $306K
Rathbones Group PLC 0.00% Reduce -2.7% 464 $300K
Arcus Capital Partners, LLC 0.12% Add +1.5% 462 $299K
Cascade Investment Group, Inc. 0.23% No change 460 $297K
BSW Wealth Partners 0.05% Reduce -0.2% 460 $297K
Resonant Capital Advisors, LLC 0.02% Add +2.5% 459 $297K
Smith Chas P & Associates Pa Cpas 0.02% No change 456 $295K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.02% New 456 $295K
GeoWealth Management, LLC 0.01% Reduce -19.8% 453 $293K
Terra Nova Asset Management LLC 0.23% No change 450 $291K
Accent Capital Management, LLC 0.18% New 450 $291K
Darden Wealth Group Inc 0.18% No change 450 $291K
Jones Financial Companies LLLP 0.00% Add +3990.9% 450 $291K
Precision Wealth Strategies, LLC 0.30% Add +16.3% 449 $290K
Elmwood Wealth Management, Inc. 0.13% No change 446 $288K
HBK Sorce Advisory LLC 0.01% Add +5.4% 446 $288K
Concurrent Investment Advisors, LLC 0.01% Add +5.0% 439 $284K
Compound Planning, Inc. 0.02% Add +26.1% 439 $284K
PDS Planning, Inc 0.03% Add +0.5% 437 $283K
StoneX Group Inc. 0.02% Add +48.6% 437 $283K
Twin Capital Management Inc. 0.03% No change 436 $282K
DeDora Capital, Inc. 0.09% No change 435 $281K
Greytown Advisors Inc. 0.16% Reduce -4.0% 434 $281K
Fox Hill Wealth Management 0.17% Add +0.2% 434 $281K
Quantum Financial Advisors, LLC 0.05% No change 434 $281K
Tennessee Valley Asset Management Partners 0.05% Reduce -12.2% 430 $278K
Harbor Investment Advisory, LLC 0.03% Reduce -0.2% 429 $277K
Smithfield Trust Co 0.01% Reduce -39.4% 420 $274K
ORBA Wealth Advisors, L.L.C. 0.14% Add +2.9% 422 $273K
Nicolet Advisory Services, LLC 0.03% Add +0.7% 422 $272K
Isthmus Partners, LLC 0.03% No change 420 $272K
Murphy Pohlad Asset Management LLC 0.12% Reduce -16.0% 420 $272K
Brighton Jones LLC 0.01% New 419 $271K
Mutual Advisors, LLC 0.01% Reduce -11.5% 363 $270K
Capital Advisors, Ltd. LLC 0.03% Reduce -0.2% 415 $268K
Callan Family Office, LLC 0.05% New 410 $265K
First County Bank 0.14% Add +0.3% 409 $265K
Obsidian Cio, LLC 0.06% Add +0.3% 409 $264K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -90.9% 405 $262K
Invst, LLC 0.03% Add +31.2% 408 $261K
Brave Asset Management Inc. 0.07% No change 403 $261K
Shelton Capital Management 0.01% No change 401 $259K
Abacus Planning Group, Inc. 0.05% Reduce -0.5% 400 $259K
Veltria Advisors Corp. 0.09% Reduce -49.5% 400 $259K
TCI Wealth Advisors, Inc. 0.02% Reduce -1.5% 398 $257K
Leavell Investment Management, Inc. 0.01% Add +0.3% 396 $256K
Wealth Alliance, LLC 0.03% Reduce -11.9% 394 $255K
Silver Oak Securities, Incorporated 0.04% Reduce -23.5% 394 $255K
American Trust 0.02% New 394 $255K
NBT Bank, N.A. 0.02% Reduce -20.6% 392 $254K
Chicago Partners Investment Group LLC 0.01% Reduce -14.0% 344 $253K
Farther Finance Advisors, LLC 0.01% Add +10.2% 390 $250K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% No change 383 $248K
Gsa Capital Partners LLP 0.02% Add +14.0% 382 $247K
GTS Securities LLC 0.01% New 380 $246K
Ameritas Advisory Services, LLC 0.01% Add +3.9% 378 $244K
Blue Trust, Inc. 0.00% Add +108.0% 337 $243K
Summit X, LLC 0.05% Add +9.7% 372 $243K
Zacks Investment Management 0.00% Reduce -8.8% 374 $242K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 372 $241K
Eagle Strategies LLC 0.05% New 372 $240K
Center For Asset Management LLC 0.16% No change 371 $240K
Five Oceans Advisors 0.13% Reduce -0.3% 371 $240K
Jump Financial, LLC 0.00% Reduce -57.9% 367 $237K
Anchor Investment Management, LLC 0.02% No change 366 $237K
Plancorp, LLC 0.01% Reduce -10.1% 366 $237K
Gryphon Financial Partners LLC 0.04% Reduce -0.3% 365 $236K
Magnus Financial Group LLC 0.03% Add +0.6% 363 $235K
Aaron Wealth Advisors LLC 0.03% Add +2.0% 361 $233K
Cidel Asset Management Inc. 0.02% Reduce -11.1% 361 $233K
Legacy Capital Wealth Partners, LLC 0.06% New 359 $232K
BlueChip Wealth Advisors LLC 0.14% Add +6.2% 358 $232K
Commerzbank Aktiengesellschaft 0.01% Add +4.7% 357 $231K
LVZ, Inc. 0.03% Reduce -38.1% 356 $230K
Wesbanco Bank Inc. 0.01% No change 353 $228K
Capital Analysts, LLC 0.01% No change 353 $228K
Moody National Bank Trust Division 0.02% No change 352 $228K
AXS Investments LLC 0.06% Reduce -68.2% 350 $226K
Verus Capital Partners, LLC 0.02% New 350 $226K
Avalon Trust Co 0.02% Reduce -15.9% 349 $226K
Walden Wealth Partners LLC 0.13% Reduce -34.8% 347 $224K
Baker Tilly Wealth Management, LLC 0.09% Reduce -67.5% 346 $224K
Rehmann Capital Advisory Group 0.02% Reduce -5.2% 345 $223K
FineMark National Bank & Trust 0.01% No change 344 $222K
Relative Value Partners Group, LLC 0.03% New 344 $222K
Lake Street Private Wealth, LLC 0.03% Reduce -6.5% 344 $222K
One Wealth Advisors, LLC 0.05% Add +4.0% 314 $219K
First Dallas Securities Inc. 0.10% No change 335 $217K
Joel Isaacson & Co., LLC 0.01% No change 333 $215K
Quent Capital, LLC 0.02% No change 332 $215K
Integrated Wealth Concepts LLC 0.00% Reduce -53.6% 330 $214K
Courier Capital LLC 0.02% Reduce -3.5% 330 $213K
NCM Capital Management, LLC 0.11% No change 329 $213K
Inspire Advisors, LLC 0.03% New 327 $211K
Opal Wealth Advisors, LLC 0.07% Reduce -22.0% 326 $211K
Mayflower Financial Advisors, LLC 0.03% No change 326 $211K
Counterpoint Mutual Funds LLC 0.05% New 325 $210K
Performance Wealth Partners, LLC 0.01% No change 325 $210K
Graypoint LLC 0.01% Add +13.7% 323 $209K
Kensington Investment Counsel, LLC 0.09% New 323 $209K
Belpointe Asset Management LLC 0.01% Reduce -21.0% 323 $209K
Quotient Wealth Partners, LLC 0.01% Add +1.3% 321 $208K
Saranac Partners Ltd 0.12% No change 320 $207K
XTX Topco Ltd 0.02% New 320 $207K
Werba Rubin Papier Wealth Management 0.06% Reduce -8.1% 319 $206K
Seascape Capital Management 0.08% No change 319 $206K
Great Valley Advisor Group, Inc. 0.01% New 318 $206K
Wealthstream Advisors, Inc. 0.07% Add +1.0% 317 $205K
Composition Wealth, LLC 0.01% New 317 $205K
Penserra Capital Management LLC 0.00% Reduce -36.7% 317 $205K
Drive Wealth Management, LLC 0.06% Add +2.3% 317 $205K
Essex Bank 0.05% New 315 $204K
Highview Capital Management LLC 0.08% No change 314 $203K
Commonwealth Financial Services, LLC 0.04% New 317 $202K
First Manhattan Co. Llc. 0.00% Add +9.5% 311 $201K
Allen Capital Group, LLC 0.03% Add +11.5% 311 $201K
Allianz SE 0.01% No change 310 $200K
Huntington National Bank 0.00% Add +10.2% 303 $196K
Wellington Shields Capital Management, LLC 0.04% Reduce -40.0% 300 $194K
Larson Financial Group LLC 0.01% No change 300 $194K
Farmers & Merchants Investments Inc. 0.01% No change 300 $194K
Sentry Investment Management LLC 0.09% Reduce -17.0% 297 $192K
GPS Wealth Strategies Group, LLC 0.03% No change 284 $184K
Bartlett & Co. Wealth Management LLC 0.00% No change 270 $175K
Gleason Group, Inc. 0.03% Add +0.4% 255 $165K
Colonial Trust Co / SC 0.03% Add +134.3% 253 $164K
St Germain D J Co. Inc. 0.01% No change 253 $164K
Mark Sheptoff Financial Planning, LLC 0.09% No change 250 $162K
Optimum Investment Advisors 0.07% No change 250 $162K
Creative Financial Designs Inc. 0.01% Add +12.8% 247 $160K
Cetera Trust Company, N.A 0.10% No change 246 $159K
Prestige Wealth Management Group LLC 0.03% No change 240 $155K
EverSource Wealth Advisors, LLC 0.01% Add +14.3% 200 $151K
Zions Bancorporation, N.A. 0.01% Reduce -5.7% 233 $151K
MassMutual Private Wealth & Trust, FSB 0.00% Add +21.4% 233 $151K
Disciplina Capital Management LLC 0.02% No change 231 $149K
Concourse Financial Group Securities, Inc. 0.01% Reduce -0.4% 229 $148K
Global Retirement Partners, LLC 0.00% Reduce -17.4% 223 $144K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.09% No change 210 $136K
Alta Advisers Ltd 0.06% No change 200 $129K
Cromwell Holdings LLC 0.08% — 197 $127K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Add +54.0% 194 $125K
ORG Partners LLC 0.01% New 185 $119K
Avior Wealth Management, LLC 0.00% Reduce -27.1% 175 $113K
AlphaCentric Advisors LLC 0.08% Reduce -59.1% 174 $113K
Westpac Banking Corp. 0.01% No change 163 $105K
United Community Bank 0.04% Reduce -25.6% 160 $103K
Manchester Capital Management LLC 0.01% Add +11.3% 158 $102K
Webster Bank, N. A. 0.01% No change 150 $97K
Covestor Ltd 0.06% Add +7.3% 148 $96K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -7.2% 129 $83K
Hilltop National Bank 0.03% No change 128 $83K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 125 $81K
JFS Wealth Advisors, LLC 0.01% No change 118 $76K
Ancora Advisors LLC 0.00% No change 112 $73K
Beacon Capital Management, LLC 0.01% Add +0.9% 110 $71K
Eagle Bay Advisors LLC 0.04% No change 108 $70K
Wellington Shields & Co., LLC 0.02% No change 107 $69K
Coppell Advisory Solutions LLC 0.01% — 106 $69K
Princeton Global Asset Management LLC 0.01% New 102 $66K
Tortoise Investment Management, LLC 0.01% No change 100 $65K
Bangor Savings Bank 0.01% Add +15.1% 99 $64K
Oakworth Capital, Inc. 0.00% New 94 $61K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 89 $58K
WASHINGTON TRUST Co 0.00% Reduce -19.1% 85 $55K
IAG Wealth Partners, LLC 0.01% Add +5.3% 79 $51K
Knott David M Jr 0.02% No change 78 $50K
General Partner, Inc. 0.03% No change 77 $50K
Park Place Capital Corp 0.02% No change 77 $50K
Crewe Advisors LLC 0.01% Add +105.4% 76 $49K
Arlington Trust Co LLC 0.01% No change 75 $49K
Silicon Valley Capital Partners 0.01% No change 71 $46K
DHJJ Financial Advisors, Ltd. 0.02% No change 70 $45K
Mizuho Securities Co. Ltd. 0.11% New 70 $45K
Deseret Mutual Benefit Administrators 0.02% Reduce -2.9% 68 $44K
Twin Lakes Capital Management, LLC 0.03% No change 67 $43K
Lanark Financial, Inc. 0.00% No change 65 $42K
Private Wealth Management Group, LLC 0.02% Add +1.7% 61 $39K
WR Wealth Planners, LLC 0.01% Reduce -11.6% 61 $39K
MCF Advisors LLC 0.00% Add +1.7% 61 $39K
Register Financial Advisors LLC 0.02% No change 60 $39K
Center for Financial Planning, Inc. 0.01% No change 60 $39K
Brown Brothers Harriman & Co. 0.00% No change 58 $38K
HHM Wealth Advisors, LLC 0.01% Add +280.0% 57 $37K
Asset Dedication, LLC 0.00% Add +6.0% 53 $34K
Byrne Asset Management LLC 0.03% Reduce -19.4% 54 $34K
Harvest Fund Management Co., Ltd 0.00% Reduce -92.8% 51 $33K
PFS Partners, LLC 0.02% No change 50 $32K
Ossiam 0.00% Reduce -50.5% 50 $32K
Resources Management Corp. /CT/ 0.00% No change 50 $32K
Financial Management Professionals, Inc. 0.00% Add +512.5% 49 $32K
Quarry LP 0.01% Reduce -5.8% 49 $32K
Raleigh Capital Management Inc. 0.01% Add +8.9% 49 $32K
Davis Capital Management 0.03% No change 48 $31K
Ariadne Wealth Management, LP 0.02% — 10,576 $30K
Rakuten Securities, Inc. 0.01% Reduce -4.2% 46 $30K
Ofi Invest Asset Management 0.00% Reduce -9.4% 48 $29K
Riverview Trust Co 0.03% No change 43 $28K
RFP Financial Group LLC 0.01% Add +115.8% 41 $27K
Meeder Asset Management Inc. 0.00% Reduce -87.6% 41 $27K
Laurel Wealth Advisors LLC 0.00% No change 40 $26K
Rise Advisors, LLC 0.01% No change 39 $25K
Bell Investment Advisors, Inc 0.01% Reduce -9.3% 39 $25K
Foster Dykema Cabot & Partners, LLC 0.00% No change 39 $25K
Your Advocates Ltd., LLP 0.01% No change 37 $24K
Versant Capital Management, Inc 0.01% Add +428.6% 37 $24K
Front Row Advisors LLC 0.01% No change 36 $23K
Evergreen Private Wealth LLC 0.01% No change 35 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 35 $23K
Triad Wealth Partners, LLC 0.01% New 34 $22K
First Financial Corp. 0.01% No change 34 $22K
Chesapeake Asset Management LLC 0.02% No change 33 $22K
Abich Financial Wealth Management LLC 0.01% No change 30 $19K
GW&K Investment Management, LLC 0.00% Add +11.5% 29 $19K
Family Firm, Inc. 0.00% New 29 $18K
Bruce G. Allen Investments, LLC 0.02% Reduce -20.0% 28 $18K
Carmichael Hill & Associates, Inc. 0.01% No change 25 $16K
Nemes Rush Group LLC 0.00% No change 25 $16K
Pinnacle Bancorp, Inc. 0.00% No change 24 $16K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +380.0% 24 $16K
Hexagon Capital Partners LLC 0.00% Add +43.8% 23 $15K
Raffa Wealth Management, LLC 0.00% No change 22 $14K
Cherry Tree Wealth Management, LLC 0.00% New 21 $14K
MV Capital Management, Inc. 0.00% No change 21 $14K
Caldwell Sutter Capital, Inc. 0.01% No change 21 $14K
AdvisorNet Financial, Inc 0.00% No change 21 $14K
Lynx Investment Advisory 0.01% — 20 $13K
Tsfg, LLC 0.00% Reduce -18.2% 18 $12K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 20 $12K
SJS Investment Consulting Inc. 0.00% No change 18 $12K
Wetzel Investment Advisors, Inc. 0.01% No change 15 $11K
Unique Wealth Strategies, LLC 0.01% New 15 $11K
Strategic Investment Solutions, Inc. 0.00% — 12 $9K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 14 $9K
Aspire Private Capital, LLC 0.00% No change 14 $9K
Valley National Advisers Inc. 0.00% Add +7.1% 15 $9K
Delos Wealth Advisors, LLC 0.01% No change 13 $8K
Fortitude Family Office, LLC 0.00% Add +62.5% 13 $8K
Tucker Asset Management LLC 0.00% New 13 $8K
Frazier Financial Advisors, LLC 0.01% No change 12 $8K
SouthState Bank Corp 0.00% Add +50.0% 12 $8K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% Reduce -15.4% 11 $7K
Oliver Lagore Vanvalin Investment Group 0.00% No change 11 $7K
Stone House Investment Management, LLC 0.00% New 11 $7K
BOK Financial Private Wealth, Inc. 0.00% No change 10 $6K
Redmont Wealth Advisors LLC 0.01% No change 10 $6K
Security National Bank 0.00% New 10 $6K
Ulland Investment Advisors, LLC 0.00% No change 9 $6K
Valued Wealth Advisors LLC 0.00% Add +80.0% 9 $6K
Abound Wealth Management 0.00% Reduce -10.0% 9 $6K
Dunhill Financial, LLC 0.00% Add +33.3% 8 $5K
Addison Advisors LLC 0.00% New 7 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +16.7% 7 $4K
Avion Wealth 0.00% Add +16.7% 7 $4K
Jamison Private Wealth Management, Inc. 0.00% No change 6 $4K
True Wealth Design, LLC 0.00% Add +20.0% 6 $4K
Provenance Wealth Advisors, LLC 0.00% Reduce -97.1% 6 $4K
Sachetta, LLC 0.00% New 5 $4K
Cornerstone Planning Group LLC 0.00% Add +400.0% 5 $3K
Aspect Partners, LLC 0.00% No change 5 $3K
Cape Investment Advisory, Inc. 0.00% No change 5 $3K
Pineridge Advisors LLC 0.00% No change 5 $3K
Carolinas Wealth Consulting LLC 0.00% No change 5 $3K
Continuum Advisory, LLC 0.00% Add +25.0% 5 $3K
Private Ocean, LLC 0.00% New 5 $3K
Sound Income Strategies, LLC 0.00% No change 5 $3K
WealthCollab, LLC 0.00% No change 4 $3K
SWAN Capital LLC 0.00% New 4 $3K
Innealta Capital, LLC 0.00% New 4 $3K
First Pacific Financial 0.00% New 4 $3K
Janiczek Wealth Management, LLC 0.00% No change 4 $3K
TFC Financial Management, Inc. 0.00% No change 4 $3K
ClariVest Asset Management LLC 0.00% Reduce -50.0% 4 $3K
Salomon & Ludwin, LLC 0.00% No change 4 $3K
North Star Investment Management Corp. 0.00% No change 4 $3K
Lummis Asset Management, LP 0.00% No change 3 $2K
VitalStone Financial, LLC 0.00% Reduce -99.4% 3 $2K
Richardson Financial Services Inc. 0.00% Reduce -25.0% 3 $2K
Cullen/Frost Bankers, Inc. 0.00% New 3 $2K
Highline Wealth Partners LLC 0.00% New 2 $1K
West Paces Advisors Inc. 0.00% No change 2 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Redwood Wealth Management Group, LLC 0.00% New 1 $647
Trust Co. of Vermont 0.00% Reduce -88.9% 1 $647
Twin Tree Management, LP 0.00% New 1 $647
Perkins Coie Trust Co 0.00% No change 1 $646

"% of holder's portfolio" is URI's weight in each manager's 13F, not the share of United Rentals Inc. the manager owns.