United RentalsURI

13F holders, Q3 2024 (September 30)
1,240holders +65
140new positions
75sold out
9famous investors
$810.23avg. 13F price*

At the end of Q3 2024, 1,240 institutions reported holding United Rentals Inc. (URI) in their 13F filings, up 65 from Q2 2024. 140 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($6.0B), Capital Research Global Investors ($5.0B) and BlackRock, Inc. ($4.0B). 9 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Tom Gayner (0.2% of Markel Group's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions140$189.1M
Exits75$137.9M

All 13F filers, Q2 2024 → Q3 2024: 3,429,665 shares bought and 3,611,652 shares sold, net −181,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,240 holders

Vanguard Group Inc. 0.11% Reduce -0.0% 7,409,677 $6.0B
Capital Research Global Investors 1.03% Add +4.5% 6,120,726 $5.0B
BlackRock, Inc. 0.09% — 4,979,919 $4.0B
State Street Corp. 0.10% Reduce -2.1% 3,104,930 $2.5B
FMR LLC 0.12% Add +3.7% 2,416,568 $2.0B
Capital World Investors 0.24% Reduce -1.5% 1,897,592 $1.5B
Bank of America Corp. 0.13% Add +5.3% 1,789,498 $1.4B
Morgan Stanley 0.10% Add +0.7% 1,685,274 $1.4B
Geode Capital Management, LLC 0.10% Add +0.6% 1,566,802 $1.3B
Alliancebernstein L.P. 0.29% Add +613.8% 1,077,984 $872.9M
Franklin Resources Inc. 0.24% Add +6.1% 996,014 $862.1M
Norges Bank 0.12% Reduce -22.2% 1,061,981 $859.9M
Dimensional Fund Advisors LP 0.18% Reduce -0.9% 902,485 $730.8M
Invesco Ltd. 0.13% Add +20.8% 858,795 $695.4M
JPMorgan Chase & Co. 0.05% Add +15.4% 787,877 $638.0M
Capital International Investors 0.12% Add +18.0% 745,874 $604.0M
Manufacturers Life Insurance Company, The 0.50% Add +10.5% 704,145 $570.2M
Nordea Investment Management AB 0.62% Add +4.7% 680,917 $548.1M
Boston Partners 0.64% Add +1.6% 673,993 $545.7M
Nuveen Asset Management, LLC 0.14% Reduce -12.1% 620,482 $502.4M
Lyrical Asset Management LP 7.02% Reduce -4.9% 595,239 $482.0M
T. Rowe Price Investment Management, Inc. 0.29% Reduce -19.0% 584,790 $473.5M
Northern Trust Corp. 0.08% Reduce -5.8% 568,436 $460.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -0.1% 513,432 $415.7M
UBS Group AG 0.11% Add +3.5% 490,159 $396.9M
Charles Schwab Investment Management Inc. 0.07% Add +1.2% 438,427 $355.0M
Bank of New York Mellon Corp 0.07% Reduce -2.6% 432,207 $350.0M
Legal & General Group Plc 0.09% Add +0.1% 426,877 $345.7M
Goldman Sachs Group Inc. 0.07% Reduce -17.3% 423,136 $342.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.70% Add +2.2% 382,333 $309.6M
AustralianSuper Pty Ltd 1.46% No change 361,115 $292.4M
Brown Advisory Inc. 0.34% Reduce -0.8% 332,670 $269.4M
Thrivent Financial for Lutherans 0.49% Reduce -5.2% 316,682 $256.4M
Royal Bank of Canada 0.05% Add +94.3% 292,122 $236.5M
HSBC Holdings PLC 0.14% Reduce -29.0% 271,621 $219.6M
Marshall Wace, LLP 0.28% Add +76.9% 265,663 $215.1M
Wells Fargo & Company 0.05% Add +2.2% 260,565 $211.0M
Neuberger Berman Group LLC 0.16% Add +9.9% 259,917 $210.5M
Barclays PLC 0.09% Add +44.6% 241,450 $195.5M
Bessemer Group Inc. 0.32% Add +2.0% 238,007 $192.7M
Amundi 0.07% Reduce -2.9% 237,310 $189.8M
Findlay Park Partners LLP 1.78% Reduce -27.8% 232,536 $188.3M
Holocene Advisors, LP 0.71% Reduce -16.8% 216,020 $174.9M
W1M Investment Management Ltd 2.80% Add +1.2% 210,588 $170.4M
Swiss National Bank 0.10% Reduce -0.7% 197,600 $160.0M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -0.0% 181,714 $147.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.42% Reduce -5.5% 176,214 $142.7M
Deutsche Bank AG 0.06% Reduce -1.5% 175,120 $141.8M
Argent Capital Management LLC 3.67% Reduce -1.4% 163,522 $132.4M
AMF Tjanstepension AB 0.94% Reduce -64.7% 161,479 $130.8M
Lord, Abbett & Co. LLC 0.37% No change 140,938 $114.1M
Aviva PLC 0.29% Add +33.2% 135,240 $109.5M
Rhumbline Advisers 0.10% Reduce -2.5% 134,136 $108.6M
Citigroup Inc. 0.10% Add +54.6% 133,748 $108.3M
Bank of Montreal 0.05% Add +1.6% 128,176 $104.3M
LPL Financial LLC 0.05% Add +8.4% 124,946 $101.2M
T. Rowe Price Associates Inc. 0.01% Add +0.3% 124,741 $101.0M
Raymond James & Associates 0.06% Add +12.3% 121,975 $98.8M
Todd Asset Management LLC 2.29% Add +1.6% 121,546 $98.4M
California Public Employees Retirement System 0.07% Reduce -5.1% 117,817 $95.4M
Teachers Retirement System of the State of Kentucky 0.81% Reduce -0.8% 114,515 $92.7M
Envestnet Asset Management Inc. 0.03% Add +32.7% 113,135 $91.6M
Quilter Plc 1.86% Reduce -3.3% 112,764 $91.3M
California State Teachers Retirement System 0.11% Add +0.3% 112,178 $90.8M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -34.9% 111,225 $90.1M
Tredje AP-fonden 0.81% Add +1.3% 110,594 $89.6M
Cerity Partners LLC 0.19% Add +1.9% 106,252 $86.0M
CIBC Private Wealth Group LLC 0.15% Add +15.2% 105,791 $85.7M
Citadel Advisors 0.09% Add +1336.2% 104,668 $84.8M
Agf Management Ltd. 0.43% Add +0.1% 103,727 $84.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +10.3% 97,580 $79.0M
Stifel Financial Corp. 0.08% Reduce -0.8% 97,354 $78.8M
Atalanta Sosnoff Capital, LLC 1.68% Add +40.0% 96,513 $78.1M
AEGON ASSET MANAGEMENT UK Plc 1.05% Add +0.3% 95,442 $77.3M
National Pension Service 0.07% Reduce -8.0% 93,334 $75.6M
Mariner, LLC 0.13% Reduce -3.8% 90,634 $73.4M
Royal London Asset Management Ltd. 0.17% Add +128.1% 86,473 $70.0M
Danske Bank A/S 0.23% Reduce -4.7% 85,324 $69.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.41% Reduce -11.3% 84,300 $68.3M
NZS Capital, LLC 2.65% Add +2.9% 83,827 $67.9M
Ameriprise Financial Inc. 0.02% Reduce -6.8% 83,433 $67.6M
American Century Companies Inc. 0.04% Add +39.0% 79,240 $64.2M
Principal Financial Group Inc. 0.04% Add +3.3% 79,235 $64.2M
CANADA LIFE ASSURANCE Co 0.11% Reduce -4.7% 76,839 $62.3M
TD Asset Management Inc 0.05% Reduce -8.9% 76,152 $62.0M
Edgemoor Investment Advisors, Inc. 5.40% Reduce -1.3% 76,030 $61.6M
Rockefeller Capital Management L.P. 0.16% Add +8.3% 74,442 $60.3M
Korea Investment CORP 0.14% Add +89.9% 74,403 $60.2M
Macquarie Group Ltd. 0.06% Reduce -41.0% 73,314 $59.4M
Prudential Financial Inc. 0.08% Reduce -1.2% 68,756 $55.7M
New York State Teachers Retirement System 0.11% Reduce -5.8% 66,660 $54.0M
State Board of Administration of Florida Retirement System 0.10% Reduce -2.9% 65,664 $53.2M
Russell Investments Group, Ltd. 0.08% Add +2.7% 64,680 $52.4M
Raymond James Financial Services Advisors, Inc. 0.07% Add +8.3% 63,339 $51.3M
Natixis Advisors, LLC 0.10% Add +0.9% 63,256 $51.2M
Storebrand Asset Management As 0.16% Add +0.4% 62,739 $50.8M
PNC Financial Services Group, Inc. 0.03% Reduce -6.1% 61,545 $49.8M
HighTower Advisors, LLC 0.07% Reduce -1.7% 61,158 $49.4M
BNP Paribas Financial Markets 0.05% Reduce -13.9% 60,808 $49.2M
Cornerstone Investment Partners, LLC 2.43% Add +8.0% 60,801 $49.2M
Atwood & Palmer Inc. 3.16% Reduce -0.0% 57,378 $46.5M
Applied Finance Capital Management, LLC 1.98% Add +1.6% 57,374 $46.5M
Allianz Asset Management GmbH 0.07% Reduce -57.4% 55,920 $45.3M
Whittier Trust Co. 0.59% Add +1.8% 54,328 $44.0M
Swedbank AB 0.06% Add +0.0% 54,222 $43.9M
Commonwealth Equity Services, LLC 0.07% Add +1.7% 53,318 $43.2M
Voloridge Investment Management, LLC 0.15% Reduce -50.9% 52,183 $42.3M
Retirement Systems of Alabama 0.16% Add +250.7% 51,512 $41.7M
STRS Ohio 0.16% Reduce -4.2% 50,605 $41.0M
Cartenna Capital, LP 3.22% New 50,000 $40.5M
First Trust Advisors LP 0.04% Reduce -21.0% 49,098 $39.8M
Mackenzie Financial Corp. 0.05% Reduce -17.8% 48,075 $38.9M
New York State Common Retirement Fund 0.05% Reduce -19.4% 45,588 $36.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -43.8% 45,304 $36.7M
Schroder Investment Management Group 0.04% Reduce -26.0% 44,247 $36.0M
Fisher Asset Management 0.01% Add +2.8% 43,650 $35.3M
Focus Partners Wealth 0.11% Reduce -50.1% 43,081 $34.6M
Ensign Peak Advisors, Inc 0.06% Reduce -2.9% 42,684 $34.6M
Brandywine Global Investment Management, LLC 0.23% Add +4.3% 41,022 $34.4M
Scout Investments, Inc. 0.90% Reduce -14.6% 41,756 $34.2M
State of Wisconsin Investment Board 0.08% Add +6.7% 41,326 $33.5M
Nomura Asset Management Co. Ltd. 0.10% Add +2.8% 40,253 $32.6M
Baird Financial Group, Inc. 0.06% Add +5.2% 40,066 $32.4M
Gabelli Funds LLC 0.23% Reduce -5.3% 39,700 $32.1M
Foundry Partners, LLC 1.58% Reduce -0.6% 39,456 $31.9M
Groupama Asset Managment 0.83% Add +9.3% 48,367 $31.4M
Susquehanna International Group, LLP 0.05% Reduce -4.5% 38,362 $31.1M
Asset Management One Co., Ltd. 0.11% Reduce -4.4% 38,277 $31.0M
Logan Capital Management Inc. 1.25% Reduce -1.3% 37,370 $30.3M
National Bank of Canada 0.04% Add +36.6% 37,344 $30.2M
Treasurer of the State of North Carolina 0.12% Add +3.5% 37,014 $30.0M
AQR Capital Management 0.04% Reduce -41.2% 36,955 $29.7M
Crestwood Advisors Group, LLC 0.56% Reduce -1.2% 36,474 $29.5M
Osaic Holdings, Inc. 0.07% Add +1.8% 36,175 $29.3M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.8% 35,705 $28.9M
SG Americas Securities, LLC 0.11% Add +46.0% 35,266 $28.6M
Wesleyan Assurance Society 2.26% No change 35,218 $28.5M
Montgomery Investment Management Inc. 10.28% Reduce -0.1% 35,081 $28.4M
Pictet Asset Management Holding SA 0.03% Reduce -0.5% 34,480 $27.9M
Advisors Capital Management, LLC 0.45% Reduce -0.5% 34,443 $27.9M
Baldwin Wealth Partners LLC 1.86% Add +0.6% 33,661 $27.3M
Lee Danner & Bass Inc. 1.89% Add +3.7% 33,216 $26.9M
Verition Fund Management LLC 0.20% Add +1023.8% 33,096 $26.8M
Mercer Global Advisors Inc. 0.06% Add +3.6% 32,934 $26.6M
Access Investment Management LLC 7.84% Add +0.0% 31,805 $25.8M
Voya Investment Management LLC 0.03% Reduce -7.6% 31,733 $25.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -9.2% 31,632 $25.6M
McRae Capital Management Inc. 4.92% Reduce -2.0% 31,143 $25.2M
Aberdeen Group plc 0.05% Add +1.3% 31,348 $25.2M
Jag Capital Management, LLC 3.03% Add +40.4% 30,919 $25.0M
Court Place Advisors, LLC 7.14% Reduce -1.2% 30,224 $24.5M
Public Employees Retirement System of Ohio 0.10% Reduce -10.4% 29,976 $24.3M
F&V Capital Management, LLC 6.19% Reduce -20.0% 29,718 $24.1M
Cardinal Capital Management, Inc. 0.97% New 29,235 $23.7M
Cary Street Partners Investment Advisory LLC 0.87% Reduce -1.3% 29,161 $23.6M
Cetera Investment Advisers 0.05% Add +6.8% 28,721 $23.3M
Gradient Investments LLC 0.48% Add +13.4% 28,484 $23.1M
GAMCO Investors 0.23% Add +0.6% 28,300 $22.9M
BI Asset Management Fondsmaeglerselskab A/S 0.40% Reduce -30.8% 28,212 $22.8M
QRG Capital Management, Inc. 0.24% Reduce -6.5% 27,925 $22.6M
DekaBank Deutsche Girozentrale 0.04% Add +8.2% 27,205 $22.3M
Bridges Investment Management Inc. 0.31% Add +8.2% 27,145 $22.0M
iA Global Asset Management Inc. 0.38% Add +17.4% 26,984 $21.9M
Picton Mahoney Asset Management 0.84% Reduce -5.7% 26,915 $21.8M
Northeast Investment Management 0.96% Add +11.8% 26,592 $21.5M
Victory Capital Management Inc. 0.02% Reduce -71.1% 26,222 $21.2M
Mn Services Vermogensbeheer B.V. 0.15% Reduce -2.3% 26,049 $21.1M
Markel Group 0.19% Add +17.9% 25,950 $21.0M
Credit Agricole S A 0.11% Add +91.1% 25,125 $20.3M
State of Tennessee, Department of Treasury 0.07% Reduce -32.2% 24,783 $20.1M
State of New Jersey Common Pension Fund D 0.08% No change 24,676 $20.0M
North Point Portfolio Managers Corp. 3.18% Add +0.7% 24,493 $19.8M
Premier Fund Managers Ltd 0.70% Add +7.0% 24,350 $19.8M
Bedrijfstakpensioenfonds Voor DE Media Pno 2.55% No change 27,200 $19.7M
DNB Asset Management AS 0.09% Reduce -34.2% 24,095 $19.5M
Walleye Capital LLC 0.23% Add +580.7% 24,069 $19.5M
Andra AP-fonden 0.29% Add +58.9% 24,000 $19.4M
Sanctuary Advisors, LLC 0.12% Add +219.0% 22,824 $19.4M
Parallax Volatility Advisers, L.P. 0.58% Add +27.1% 23,761 $19.2M
Candriam S.C.A. 0.11% Reduce -8.0% 23,553 $19.1M
Captrust Financial Advisors 0.06% Reduce -3.1% 23,101 $18.7M
Calamos Advisors LLC 0.13% Reduce -2.4% 22,614 $18.3M
Toronto Dominion Bank 0.03% Add +14.9% 22,324 $18.1M
Redwood Grove Capital, LLC 4.82% Add +17.3% 21,925 $17.8M
Federated Hermes, Inc. 0.04% Reduce -6.4% 21,571 $17.5M
Lighthouse Investment Partners, LLC 0.94% Add +75.1% 21,500 $17.4M
Janney Montgomery Scott LLC 0.05% Reduce -4.8% 21,277 $17.2M
J. L. Bainbridge & Co., Inc. 1.67% Reduce -0.7% 21,277 $17.2M
Adage Capital Partners Gp, L.L.C. 0.03% New 21,271 $17.2M
Cozad Asset Management Inc. 1.64% Reduce -1.0% 21,198 $17.2M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -0.9% 21,178 $17.1M
Daiwa Securities Group Inc. 0.08% Add +9.0% 21,083 $17.1M
Truist Financial Corp. 0.03% Reduce -36.5% 21,035 $17.0M
Renaissance Investment Group LLC 3.54% Reduce -2.5% 20,988 $17.0M
Columbus Hill Capital Management, L.P. 3.70% No change 20,954 $17.0M
Resona Asset Management Co.,Ltd. 0.10% Reduce -1.8% 20,887 $16.9M
US Bancorp \de 0.02% Add +0.6% 20,859 $16.9M
Whittier Trust Co. of Nevada Inc. 0.43% Add +2.7% 20,734 $16.8M
Nisa Investment Advisors, LLC 0.10% Add +2.4% 20,729 $16.8M
AXA S.A. 0.05% Add +84.3% 20,272 $16.4M
State of Michigan Retirement System 0.08% Reduce -0.5% 20,254 $16.4M
Pinebridge Investments, L.P. 0.12% Reduce -56.0% 20,174 $16.3M
Caisse de depot et placement du Quebec 0.03% Reduce -45.3% 20,158 $16.3M
Prudential PLC 0.08% Reduce -3.4% 20,138 $16.3M
Marsico Capital Management LLC 0.45% Add +212.0% 19,970 $16.2M
Buffington Mohr McNeal 2.64% Reduce -0.1% 19,795 $16.0M
Burney Co./ 0.55% Reduce -3.4% 19,255 $15.6M
YHB Investment Advisors, Inc. 1.28% Reduce -3.0% 19,082 $15.5M
Arizona State Retirement System 0.10% Add +3.4% 19,078 $15.4M
Comerica Bank 0.06% Add +0.4% 19,023 $15.4M
Legacy Trust 3.53% Reduce -1.8% 18,998 $15.4M
Glassy Mountain Advisors, Inc. 5.37% Reduce -6.8% 18,868 $15.3M
Swiss Life Asset Management Ltd 0.17% Reduce -32.2% 18,822 $15.2M
Varma Mutual Pension Insurance Co 0.12% Add +11.4% 18,621 $15.1M
Sei Investments Co. 0.02% Add +273.6% 18,608 $15.1M
Venturi Wealth Management, LLC 0.78% Reduce -11.5% 18,312 $14.8M
MetLife Investment Management, LLC 0.08% Reduce -2.5% 18,048 $14.6M
Lombard Odier Asset Management (Europe) Ltd 0.96% Reduce -42.8% 18,023 $14.6M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +25.0% 17,934 $14.5M
Moors & Cabot, Inc. 0.71% Add +1.8% 17,580 $14.2M
Federation des caisses Desjardins du Quebec 0.07% Add +190.6% 17,578 $14.2M
Robeco Institutional Asset Management B.V. 0.03% Reduce -25.6% 17,510 $14.2M
Pathstone Holdings, LLC 0.06% Reduce -0.7% 17,491 $14.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +422.1% 17,228 $14.0M
Wedge Capital Management L L P 0.24% Reduce -11.0% 17,224 $13.9M
Two Sigma Advisers, LP 0.03% Reduce -23.9% 17,200 $13.9M
Corebridge Financial, Inc. 0.07% Reduce -3.5% 17,153 $13.9M
Badgley Phelps Wealth Managers, LLC 0.32% Add +9.4% 17,055 $13.8M
Harvey Capital Management Inc. 3.44% Reduce -0.7% 17,013 $13.8M
O'shaughnessy Asset Management, LLC 0.12% Reduce -4.4% 16,381 $13.7M
PGGM Investments 0.17% No change 16,748 $13.6M
Quantitative Investment Management, LLC 1.33% Add +516.7% 16,681 $13.5M
Integrated Advisors Network LLC 0.65% Reduce -0.6% 16,653 $13.5M
Corient Private Wealth LP 0.02% Add +29.3% 16,506 $13.4M
Intech Investment Management LLC 0.15% Reduce -49.8% 16,408 $13.3M
Cibc World Market Inc. 0.03% Add +23.6% 16,249 $13.2M
Daiichi Life Insurance Co., Ltd. 0.33% Add +1.1% 16,144 $13.1M
Smithbridge Asset Management Inc. 2.24% Add +76.9% 16,096 $13.0M
Jane Street Group, LLC 0.02% Reduce -0.8% 16,030 $13.0M
Great Lakes Retirement, Inc. 1.61% Add +1.3% 15,497 $12.5M
Winmill & Co. Inc. 4.20% No change 15,409 $12.5M
Leuthold Group, LLC 1.39% Reduce -4.0% 15,393 $12.5M
Muhlenkamp & Co. Inc. 3.81% Add +0.0% 15,336 $12.4M
Polar Capital Holdings Plc 0.06% Reduce -42.0% 15,314 $12.4M
Douglas Lane & Associates, LLC 0.17% Reduce -8.3% 15,122 $12.2M
RBF Capital, LLC 0.62% Reduce -6.3% 15,000 $12.1M
Patton Albertson Miller Group, LLC 1.63% Reduce -8.4% 14,759 $12.0M
Advisors Asset Management, Inc. 0.22% Add +2.6% 14,630 $11.8M
IFM Investors Pty Ltd 0.11% Reduce -2.5% 14,578 $11.8M
Carnegie Investment Counsel 0.35% Add +11.4% 14,559 $11.8M
Forsta Ap-Fonden 0.09% Add +12.4% 14,500 $11.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -0.9% 14,496 $11.7M
Orange Investment Advisors, Inc. 1.28% Reduce -4.0% 14,315 $11.6M
Millennium Management 0.01% Reduce -64.8% 14,200 $11.5M
Central Bank & Trust Co. 1.56% Reduce -9.3% 14,007 $11.3M
GHP Investment Advisors, Inc. 0.52% Add +2.4% 13,978 $11.3M
Citizens Financial Group Inc. 0.23% Add +0.1% 13,917 $11.3M
Morse Asset Management, Inc 2.45% Reduce -0.9% 13,850 $11.2M
B. Metzler seel. Sohn & Co. Holding AG 0.11% — 13,708 $11.1M
B. Metzler seel. Sohn & Co. AG 0.11% Add +40.9% 13,708 $11.1M
Formuepleje A/S 0.57% Reduce -76.3% 13,649 $11.1M
Sterling Capital Management LLC 0.14% — 13,642 $11.0M
Czech National Bank 0.11% Add +6.9% 13,565 $11.0M
KBC Group NV 0.03% Add +2.2% 13,550 $11.0M
Mission Wealth Management, LP 0.27% Add +36.4% 13,541 $11.0M
Amalgamated Bank 0.09% Reduce -1.1% 13,535 $11.0M
Stratos Wealth Partners, LTD. 0.16% Add +2.7% 13,274 $10.7M
Handelsbanken Fonder AB 0.04% Add +1.2% 13,197 $10.7M
Creative Planning 0.01% Add +7.9% 13,046 $10.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -4.1% 13,008 $10.5M
Sigma Investment Counselors Inc. 0.61% Add +0.4% 12,786 $10.4M
Signet Financial Management, LLC 1.31% Add +1.0% 12,728 $10.3M
Miller Investment Management, LP 1.06% No change 12,622 $10.2M
Lombard Odier Asset Management (Switzerland) SA 0.85% Add +3.2% 12,613 $10.2M
Clearbridge Investments, LLC 0.01% Add +36.5% 12,584 $10.2M
Kennedy Capital Management LLC 0.22% Reduce -13.2% 12,346 $10.0M
Glenview Trust Co 0.19% Reduce -1.2% 12,331 $10.0M
Montag A & Associates Inc. 0.47% Add +1.2% 12,315 $10.0M
James Investment Research, Inc. 1.14% Reduce -1.0% 12,225 $9.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +9.9% 12,216 $9.9M
CI Investments Inc. 0.04% Reduce -2.0% 12,164 $9.8M
Boston Common Asset Management, LLC 0.24% Reduce -0.3% 11,565 $9.4M
Gotham Asset Management 0.10% Reduce -47.9% 11,368 $9.2M
USS Investment Management Ltd 0.07% Reduce -23.0% 11,315 $9.2M
Firetrail Investments PTY Ltd. 2.62% Reduce -14.7% 11,248 $9.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% — 11,126 $9.0M
Dakota Wealth Management 0.20% Add +183.0% 11,060 $9.0M
Utah Retirement Systems 0.10% Add +0.4% 11,007 $8.9M
MML Investors Services, LLC 0.03% Add +18.7% 10,954 $8.9M
Broadleaf Partners, LLC 2.07% Add +35.1% 10,822 $8.8M
Xponance LLC 0.08% Add +0.3% 10,774 $8.7M
Summit Financial, LLC 0.34% Add +9.8% 10,654 $8.6M
Yousif Capital Management, LLC 0.09% Reduce -0.8% 10,607 $8.6M
Factorial Partners, LLC 4.89% Reduce -0.5% 10,500 $8.5M
Assenagon Asset Management S.A. 0.02% Reduce -67.2% 10,408 $8.4M
Snowden Capital Advisors LLC 0.25% Reduce -41.2% 10,142 $8.2M
JBF Capital, Inc. 1.21% No change 10,000 $8.1M
Marietta Investment Partners LLC 1.71% Reduce -2.1% 9,972 $8.1M
Fulton Bank, N.A. 0.31% Reduce -2.6% 9,954 $8.1M
Shell Asset Management Co. 0.35% — 9,902 $8.0M
Silvant Capital Management LLC 0.35% No change 9,883 $8.0M
New York Life Investment Management LLC 0.08% Reduce -3.0% 9,863 $8.0M
Callahan Advisors, LLC 0.78% Reduce -4.3% 9,861 $8.0M
Hedeker Wealth, LLC 2.10% Add +3.3% 9,765 $7.9M
Traynor Capital Management, Inc. 0.64% Add +21.6% 9,760 $7.9M
Kovack Advisors, Inc. 0.84% Reduce -0.9% 9,751 $7.9M
CIBC Asset Management Inc 0.03% Add +8.3% 9,729 $7.9M
United Capital Management of KS, Inc. 1.70% Reduce -1.6% 9,628 $7.8M
Douglass Winthrop Advisors, LLC 0.15% Reduce -1.0% 9,589 $7.8M
Flputnam Investment Management Co. 0.14% Add +27.1% 9,502 $7.7M
Eastover Investment Advisors LLC 3.58% Add +3.4% 9,439 $7.6M
Vanguard Personalized Indexing Management, LLC 0.12% Add +22.1% 9,435 $7.6M
F/m Investments LLC 0.24% Reduce -4.1% 9,314 $7.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +11.7% 9,203 $7.5M
ProShare Advisors LLC 0.02% Reduce -7.3% 9,179 $7.4M
Cibc World Markets Corp. 0.05% Add +4.1% 9,015 $7.3M
PCJ Investment Counsel Ltd. 2.30% Add +9.8% 8,970 $7.3M
Wealthfront Advisers LLC 0.02% Add +5.9% 8,952 $7.2M
Janus Henderson Group PLC 0.00% Reduce -3.2% 8,956 $7.2M
Eukles Asset Management 2.90% Add +2.0% 8,914 $7.2M
APG Asset Management N.V. 0.05% Reduce -92.8% 9,750 $7.1M
Boothbay Fund Management, LLC 0.23% New 8,723 $7.1M
Los Angeles Capital Management LLC 0.03% Reduce -0.1% 8,705 $7.0M
North Growth Management Ltd. 1.31% No change 9,000 $7.0M
Independent Advisor Alliance 0.25% Add +5.6% 8,604 $7.0M
Jackson Wealth Management, LLC 0.83% Add +69.2% 8,598 $7.0M
Bokf, NA 0.12% Reduce -4.5% 8,802 $6.9M
Texas Yale Capital Corp. 0.30% No change 8,453 $6.8M
Graybill Wealth Management, LTD. 2.53% Reduce -2.8% 8,441 $6.8M
Cumberland Advisors Inc. 2.70% Add +6.7% 8,395 $6.8M
Bank of Nova Scotia 0.01% Add +26.5% 8,335 $6.7M
Castellan Group 2.84% Reduce -12.2% 8,333 $6.7M
Tidal Investments LLC 0.07% Add +8.1% 8,295 $6.7M
Kingfisher Capital LLC 1.54% Reduce -5.1% 8,261 $6.7M
Hudson Edge Investment Partners Inc. 1.24% Reduce -13.3% 8,257 $6.7M
Marvin & Palmer Associates Inc. 5.59% Add +80.8% 8,234 $6.7M
Foster & Motley Inc. 0.42% Add +4.7% 8,229 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -2.4% 8,203 $6.6M
L & S Advisors Inc 0.77% New 8,133 $6.6M
Nissay Asset Management Corp. /Japan 0.04% Add +2.0% 8,106 $6.6M
Teacher Retirement System of Texas 0.03% Reduce -57.9% 8,007 $6.5M
Westport Asset Management Inc. 3.04% No change 8,000 $6.5M
Institute for Wealth Management, LLC. 0.81% Reduce -0.8% 7,908 $6.4M
D. E. Shaw & Co. 0.01% Add +48.7% 7,898 $6.4M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -68.5% 7,888 $6.4M
Sycomore Asset Management 1.06% Add +21.4% 7,927 $6.4M
Canada Pension Plan Investment Board 0.01% Reduce -48.5% 7,838 $6.3M
State of Alaska, Department of Revenue 0.07% Add +6.8% 7,740 $6.3M
Concentric Capital Strategies, LP 0.40% New 7,737 $6.3M
Guggenheim Capital LLC 0.04% Reduce -31.4% 7,726 $6.3M
Scotia Capital Inc. 0.03% Add +16.0% 7,689 $6.2M
&partners 0.12% Add +33.6% 7,534 $6.1M
Quantinno Capital Management LP 0.08% Add +76.3% 7,509 $6.1M
Condor Capital Management 0.54% Reduce -0.1% 7,454 $6.0M
RKL Wealth Management LLC 0.54% Reduce -0.9% 7,402 $6.0M
Knights of Columbus Asset Advisors LLC 0.39% Reduce -1.7% 7,246 $5.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +5.6% 7,217 $5.8M
Blair William & Co. 0.02% Add +8.6% 7,147 $5.8M
Huber Capital Management LLC 1.16% Reduce -17.4% 7,140 $5.8M
New England Research & Management, Inc. 2.71% Reduce -5.6% 7,140 $5.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.05% New 7,004 $5.8M
Leibman Financial Services, Inc. 4.08% Reduce -19.6% 7,117 $5.8M
SFE Investment Counsel 1.20% Add +4.7% 7,105 $5.8M
D.A. Davidson & Co. 0.05% Add +3.1% 7,060 $5.7M
NewEdge Wealth, LLC 0.10% New 7,046 $5.7M
American Assets Investment Management, LLC 0.50% No change 7,000 $5.7M
Oak Ridge Investments LLC 0.49% Add +8.1% 6,957 $5.6M
Public Employees Retirement Association of Colorado 0.02% No change 6,929 $5.6M
Nilsine Partners, LLC 0.73% Add +0.3% 6,924 $5.6M
Advisory Services Network, LLC 0.12% No change 8,623 $5.6M
CW Advisors, LLC 0.07% Add +61.6% 6,833 $5.5M
Trustmark Bank Trust Department 0.42% Add +0.9% 6,822 $5.5M
Kestra Advisory Services, LLC 0.03% Reduce -12.5% 6,754 $5.5M
Sienna Gestion 0.36% Add +18.4% 6,693 $5.4M
Private Advisor Group, LLC 0.03% Reduce -5.8% 6,670 $5.4M
Burns J W & Co. Inc. 0.70% Reduce -35.1% 6,649 $5.4M
Verdence Capital Advisors LLC 0.43% Add +32.9% 6,640 $5.4M
Lido Advisors, LLC 0.04% Reduce -6.5% 6,590 $5.3M
Level Four Advisory Services, LLC 0.22% Reduce -1.5% 6,557 $5.3M
Kerusso Capital Management LLC 3.29% Add +6.3% 6,404 $5.2M
Faithward Advisors, LLC 0.90% Reduce -3.4% 6,393 $5.2M
Keeley-Teton Advisors, LLC 0.56% New 6,265 $5.1M
Abn Amro Investment Solutions 0.09% Add +0.7% 6,240 $5.1M
Patton Fund Management, Inc. 1.04% Reduce -5.1% 6,209 $5.0M
Inspire Investing, LLC 0.51% Reduce -6.5% 6,208 $5.0M
Bellwether Advisors, LLC 0.96% Reduce -0.2% 6,188 $5.0M
Itau Unibanco Holding S.A. 0.17% New 6,187 $5.0M
LGT Group Foundation 0.08% Reduce -21.9% 6,284 $5.0M
Impax Asset Management Group plc 0.02% Reduce -99.0% 6,073 $4.9M
Rafferty Asset Management, LLC 0.02% Reduce -5.5% 6,059 $4.9M
Hennion & Walsh Asset Management, Inc. 0.23% Add +35.6% 6,047 $4.9M
Gilman Hill Asset Management, LLC 0.82% Add +2.3% 6,028 $4.9M
Sandler Capital Management 0.94% New 6,016 $4.9M
MIdWestOne Financial Group, Inc. 0.67% Reduce -1.9% 5,986 $4.8M
Cresset Asset Management, LLC 0.02% Add +16.9% 5,980 $4.8M
Steward Partners Investment Advisory, LLC 0.04% Add +0.8% 5,896 $4.8M
First Hawaiian Bank 0.15% Add +14.6% 5,822 $4.7M
Kennedy Investment Group, Inc. 2.16% Add +14.2% 5,798 $4.7M
Financial Counselors Inc. 0.07% Add +36.3% 5,755 $4.7M
Oregon Public Employees Retirement Fund 0.09% Reduce -0.7% 5,722 $4.6M
UNIVEST FINANCIAL Corp 0.31% Add +530.0% 5,720 $4.6M
Balyasny Asset Management L.P. 0.01% Add +5.8% 5,700 $4.6M
TRUE Private Wealth Advisors 0.55% Reduce -6.8% 5,653 $4.6M
Pettee Investors, Inc. 2.22% No change 5,621 $4.6M
FIL Ltd 0.00% Add +0.1% 5,620 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.4% 5,532 $4.5M
M&T Bank Corp 0.01% Add +4.6% 5,511 $4.5M
Oppenheimer Asset Management Inc. 0.05% Add +10.1% 5,497 $4.5M
SlateStone Wealth, LLC 0.40% Add +4.7% 5,463 $4.4M
Duncker Streett & Co. Inc. 0.80% Add +1.7% 5,441 $4.4M
Vanguard Capital Wealth Advisors 4.55% Reduce -1.9% 5,316 $4.3M
LSV Asset Management 0.01% Reduce -83.1% 5,300 $4.3M
Wellington Management Group LLP 0.00% Reduce -51.7% 5,283 $4.3M
Westside Investment Management, Inc. 0.89% Reduce -0.2% 5,144 $4.2M
Ethic Inc. 0.11% Reduce -2.9% 5,766 $4.2M
Thoroughbred Financial Services, LLC 0.27% No change 5,122 $4.1M
Gulf International Bank (UK) Ltd 0.11% Reduce -4.5% 5,114 $4.1M
Empowered Funds, LLC 0.06% Add +22.3% 5,092 $4.1M
K.J. Harrison & Partners Inc 0.62% Reduce -2.0% 4,900 $4.1M
Groesbeck Investment Management Corp. 5.97% Reduce -11.1% 5,023 $4.1M
X-Square Capital, LLC 1.37% Add +3.2% 4,988 $4.0M
Qube Research & Technologies Ltd 0.01% Reduce -96.8% 4,925 $4.0M
Pacer Advisors, Inc. 0.01% Reduce -4.8% 4,923 $4.0M
Vontobel Holding Ltd. 0.01% Add +65.7% 4,919 $4.0M
Peapack Gladstone Financial Corp. 0.06% Reduce -0.8% 4,901 $4.0M
Louisbourg Investments Inc. 1.00% Reduce -5.3% 5,834 $4.0M
Roundview Capital LLC 0.29% Add +1.8% 4,879 $4.0M
Orion Porfolio Solutions, LLC 0.04% Add +13.6% 4,860 $3.9M
Orion Portfolio Solutions, LLC 0.04% Add +13.6% 4,860 $3.9M
Avantax Advisory Services, Inc. 0.03% Add +4.7% 4,845 $3.9M
South Dakota Investment Council 0.08% Reduce -6.9% 4,833 $3.9M
44 Wealth Management LLC 1.37% — 4,661 $3.9M
Hennessy Advisors Inc. 0.12% Reduce -2.0% 4,800 $3.9M
Arcadia Investment Management Corp. 0.63% Reduce -0.4% 4,767 $3.9M
Congress Asset Management Co. 0.03% Reduce -3.4% 4,728 $3.8M
Harbor Capital Advisors, Inc. 0.17% Reduce -7.4% 4,725 $3.8M
Pine Valley Investments Ltd Liability Co 0.26% Reduce -1.1% 4,670 $3.8M
Jensen Investment Management Inc. 0.03% No change 4,650 $3.8M
Kentucky Retirement Systems 0.11% Reduce -7.5% 4,639 $3.8M
Monument Capital Management 1.02% Reduce -0.1% 4,572 $3.7M
Pinnacle Associates Ltd. 0.06% Add +66.3% 6,413 $3.7M
Weiss Asset Management LP 0.13% New 4,538 $3.7M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -3.9% 4,519 $3.7M
Cwm, LLC 0.02% Add +1.1% 4,519 $3.7M
Caprock Group, LLC 0.13% Add +4.2% 4,507 $3.6M
Benjamin Edwards Inc. 0.05% New 4,503 $3.6M
Davidson Capital Management Inc. 1.05% Reduce -0.8% 4,497 $3.6M
Geneos Wealth Management Inc. 0.14% Add +8.0% 4,483 $3.6M
Waterloo Capital, L.P. 0.40% Reduce -7.2% 4,471 $3.6M
Cunning Capital Partners, LP 1.87% No change 4,415 $3.6M
Souders Financial Advisors 0.50% Add +2.3% 4,395 $3.6M
TD Waterhouse Canada Inc. 0.03% Add +5.6% 4,340 $3.5M
Mizuho Securities USA LLC 0.08% Reduce -15.8% 4,318 $3.5M
Investment Management Corp of Ontario 0.08% Reduce -27.7% 4,259 $3.4M
UniSuper Management Pty Ltd 0.03% Reduce -1.5% 4,239 $3.4M
Nwam LLC 0.21% New 4,223 $3.4M
Hartford Investment Management Co. 0.11% Reduce -1.6% 4,208 $3.4M
Fifth Third Bancorp 0.01% Add +3.9% 4,197 $3.4M
Moore Capital Management, LP 0.11% New 4,135 $3.3M
UMB Bank, n.a. 0.05% Reduce -1.9% 4,118 $3.3M
Alpine Woods Capital Investors, LLC 0.58% Reduce -25.5% 3,795 $3.3M
Richard Bernstein Advisors LLC 0.07% New 4,089 $3.3M
Benchmark Investment Advisors LLC 2.35% Reduce -27.8% 4,078 $3.3M
Graham Capital Management, L.P. 0.18% Reduce -51.3% 4,050 $3.3M
J. Safra Sarasin Holding AG 0.06% Reduce -3.0% 4,023 $3.3M
Atria Wealth Solutions, Inc. 0.04% Add +5.6% 3,972 $3.2M
Affinity Investment Advisors, LLC 2.20% Reduce -0.5% 3,953 $3.2M
Chesley Taft & Associates LLC 0.15% Reduce -5.4% 3,947 $3.2M
Eagle Rock Investment Company, LLC 0.53% Add +37.0% 3,918 $3.2M
Glenmede Trust Co. NA 0.02% Add +4.4% 3,914 $3.2M
ING Groep NV 0.02% Add +413.3% 3,906 $3.2M
Supplemental Annuity Collective Trust of NJ 0.93% No change 3,900 $3.2M
U.S. Capital Wealth Advisors, LLC 0.11% Add +0.2% 3,849 $3.1M
Symmetry Investments LP 0.66% Reduce -1.3% 3,847 $3.1M
SpiderRock Advisors, LLC 0.07% Reduce -1.3% 3,843 $3.1M
Red Cedar Investment Management, LLC 0.39% Add +56.2% 3,840 $3.1M
EFG Asset Management (North America) Corp. 0.52% Reduce -4.1% 3,838 $3.1M
Laurion Capital Management LP 0.20% Add +76.9% 3,829 $3.1M
Graphene Investments SAS 1.97% Reduce -17.4% 3,800 $3.1M
Maryland State Retirement & Pension System 0.06% Reduce -27.8% 3,783 $3.1M
Scopus Asset Management, L.P. 0.09% Add +655.2% 3,776 $3.1M
Knollwood Investment Advisory, LLC 0.33% No change 3,753 $3.0M
Securian Asset Management, Inc. 0.09% Reduce -2.9% 3,748 $3.0M
Choreo, LLC 0.04% Add +2.4% 3,724 $3.0M
Louisiana State Employees Retirement System 0.06% Reduce -2.6% 3,700 $3.0M
Oddo BHF Asset Management Sas 0.15% — 3,693 $3.0M
Columbia Bank 1.09% Reduce -5.8% 3,688 $3.0M
Crossmark Global Holdings, Inc. 0.05% Reduce -20.4% 3,662 $3.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +27.9% 3,616 $2.9M
BDF-Gestion 0.31% No change 4,635 $2.9M
Ameritas Investment Partners, Inc. 0.09% Reduce -5.4% 3,597 $2.9M
Wealth Effects LLC 1.02% Add +1.5% 3,595 $2.9M
Tower Research Capital LLC (TRC) 0.08% Add +31.6% 3,578 $2.9M
WD Rutherford LLC 1.41% Add +7.4% 3,574 $2.9M
MWA Asset Management 1.91% Reduce -1.3% 3,551 $2.9M
Ieq Capital, LLC 0.04% Reduce -1.1% 3,533 $2.9M
Bank of New Hampshire 0.72% Add +6.5% 3,526 $2.9M
Chartwell Investment Partners, LLC 0.10% Reduce -3.0% 3,458 $2.8M
Acropolis Investment Management, LLC 0.17% Reduce -1.2% 3,431 $2.8M
Mgo One Seven LLC 0.12% Add +10.1% 3,418 $2.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +34.2% 3,370 $2.7M
Atlantic Edge Private Wealth Management, LLC 0.83% Add +1.7% 3,366 $2.7M
TrinityPoint Wealth, LLC 0.39% No change 3,336 $2.7M
AlphaStar Capital Management, LLC 0.21% Add +12.7% 3,304 $2.7M
New Mexico Educational Retirement Board 0.09% Reduce -2.9% 3,300 $2.7M
First Trust Direct Indexing L.P. 0.14% Add +17.8% 3,289 $2.7M
Argus Investors' Counsel, Inc. 1.74% Reduce -0.5% 3,289 $2.7M
Danica Pension, Livsforsikringsaktieselskab 0.05% No change 3,261 $2.6M
Bfsg, LLC 0.31% Reduce -1.6% 3,258 $2.6M
Cornerstone Enterprises, LLC 1.65% Add +3.4% 3,256 $2.6M
Sabal Trust CO 0.14% Reduce -8.9% 3,211 $2.6M
Florida Trust Wealth Management Co 0.08% Add +4.0% 3,194 $2.6M
Brandywine Oak Private Wealth LLC 0.25% No change 3,184 $2.6M
Atria Investments, Inc 0.03% Reduce -2.8% 3,178 $2.6M
Wolverine Trading, LLC 0.07% Reduce -34.2% 3,154 $2.6M
IFP Advisors, Inc 0.09% Add +62.9% 3,154 $2.6M
Kendall Capital Management 0.78% Reduce -5.3% 3,139 $2.5M
Seelaus Asset Management LLC 2.37% Reduce -4.7% 3,121 $2.5M
Illinois Municipal Retirement Fund 0.04% Reduce -28.5% 3,093 $2.5M
Greatmark Investment Partners, Inc. 0.34% Reduce -1.4% 3,075 $2.5M
Argent Financial Group, Inc. 0.29% — 3,058 $2.5M
Penobscot Investment Management Company, Inc. 0.22% Add +127.1% 3,046 $2.5M
Panagora Asset Management Inc. 0.01% No change 2,967 $2.4M
HB Wealth Management, LLC 0.03% Add +8.4% 2,941 $2.4M
Public Sector Pension Investment Board 0.01% Add +15.8% 2,925 $2.4M
Kingsview Wealth Management, LLC 0.05% Add +2.0% 2,914 $2.4M
Vinva Investment Management Ltd 0.10% Reduce -44.4% 2,885 $2.3M
Grandeur Peak Global Advisors, LLC 0.19% Reduce -41.2% 2,880 $2.3M
Venture Visionary Partners LLC 0.10% Add +0.3% 2,871 $2.3M
Norinchukin Bank, The 0.05% Add +18.4% 2,869 $2.3M
United Capital Financial Advisors, LLC 0.02% Add +1.9% 2,854 $2.3M
BTG Pactual Asset Management US LLC 0.34% Add +33.7% 2,854 $2.3M
Dumont & Blake Investment Advisors LLC 0.61% Reduce -50.2% 2,813 $2.3M
Allen Investment Management, LLC 0.03% No change 2,799 $2.3M
Erste Asset Management GmbH 0.03% Add +0.0% 2,780 $2.3M
E. Ohman J:or Asset Management AB 0.06% Reduce -9.8% 2,750 $2.2M
RB Capital Management, LLC 0.55% Add +5.1% 2,730 $2.2M
Plato Investment Management Ltd 0.18% Add +35.8% 2,718 $2.2M
Commerce Bank 0.01% Reduce -0.8% 2,710 $2.2M
Zurich Insurance Group Ltd 0.02% No change 2,700 $2.2M
Metis Global Partners, LLC 0.07% Add +4.5% 2,685 $2.2M
Wilmington Savings Fund Society, FSB 0.04% New 2,652 $2.1M
Dana Investment Advisors, Inc. 0.07% Reduce -0.2% 2,641 $2.1M
Argent Trust Co 0.09% Add +24.4% 2,636 $2.1M
Independent Solutions Wealth Management, LLC 0.48% Reduce -2.4% 2,628 $2.1M
AE Wealth Management LLC 0.02% Add +159.5% 2,608 $2.1M
Millennium Capital Advisors, LLC 1.38% No change 2,607 $2.1M
Equitable Holdings, Inc. 0.02% Add +22.8% 2,604 $2.1M
NewEdge Advisors, LLC 0.01% Add +13.0% 2,574 $2.1M
Denali Advisors LLC 0.22% New 2,572 $2.1M
Private Trust Co. NA 0.21% Reduce -10.0% 2,544 $2.1M
Fred Alger Management, LLC 0.01% New 2,523 $2.0M
Caldwell Trust Co 0.21% Reduce -0.6% 2,511 $2.0M
EPG Wealth Management LLC 0.51% Add +0.0% 2,500 $2.0M
Great Point Wealth Advisors, LLC 0.43% Reduce -10.2% 2,468 $2.0M
Achmea Investment Management B.V. 0.03% No change 2,459 $2.0M
Coldstream Capital Management Inc. 0.04% Add +4.9% 2,450 $2.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.55% Add +21.4% 2,455 $2.0M
Ionic Capital Management LLC 1.75% No change 2,430 $2.0M
Rothschild Investment LLC 0.13% Reduce -2.3% 2,421 $2.0M
Wealthcare Advisory Partners LLC 0.06% Reduce -49.0% 2,401 $1.9M
Mirabaud & Cie SA 0.56% Reduce -1.6% 2,400 $1.9M
Townsquare Capital LLC 0.02% Add +17.7% 2,383 $1.9M
Empirical Finance, LLC 0.11% Add +1.9% 2,376 $1.9M
OMERS ADMINISTRATION Corp 0.02% No change 2,365 $1.9M
Meeder Advisory Services, Inc. 0.12% Reduce -0.8% 2,364 $1.9M
Hudson Value Partners, LLC 0.74% Reduce -3.7% 2,363 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +4.3% 2,293 $1.9M
Ontario Teachers Pension Plan Board 0.02% Reduce -61.2% 2,289 $1.9M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -14.1% 2,313 $1.9M
Redwood Investment Management, LLC 0.16% Reduce -1.3% 2,262 $1.8M
IHT Wealth Management, LLC 0.05% Add +9.6% 2,264 $1.8M
Crestline Management, L.P. 0.10% New 2,251 $1.8M
MBM Wealth Consultants, LLC 0.57% Add +6.0% 2,218 $1.8M
Vise Technologies, Inc. 0.23% New 2,211 $1.8M
Northcape Capital Pty Ltd 0.26% Reduce -38.1% 2,196 $1.8M
V-Square Quantitative Management LLC 0.26% Add +11.1% 2,184 $1.8M
Spire Wealth Management 0.06% Add +19.9% 2,177 $1.8M
Bleakley Financial Group, LLC 0.05% Reduce -2.7% 2,172 $1.8M
Ostrum Asset Management 0.15% Reduce -3.2% 2,166 $1.8M
Mattson Financial Services, LLC 0.62% Reduce -0.6% 2,695 $1.7M
Hilltop Holdings Inc. 0.11% Add +1.2% 2,133 $1.7M
SteelPeak Wealth, LLC 0.08% Add +0.5% 2,130 $1.7M
Cookson Peirce & Co. Inc. 0.08% Add +8.6% 2,129 $1.7M
Lindbrook Capital, LLC 0.15% Add +6.6% 2,129 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.4% 2,110 $1.7M
Alberta Investment Management Corp 0.02% No change 2,100 $1.7M
Wedmont Private Capital 0.10% Add +1.8% 2,096 $1.7M
Paradigm Asset Management Co. LLC 0.44% No change 2,058 $1.7M
Mission Creek Capital Partners, Inc. 0.39% Add +4.7% 2,046 $1.7M
Finivi Inc. 1.34% Add +0.1% 2,037 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +1.1% 2,027 $1.6M
Barings LLC 0.04% Reduce -17.2% 2,018 $1.6M
Central Pacific Bank - Trust Division 0.21% Add +53.7% 2,003 $1.6M
International Assets Investment Management, LLC 0.13% Add +1.9% 1,984 $1.6M
Sigma Planning Corp 0.05% Add +4.4% 1,981 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -8.2% 1,972 $1.6M
Pecaut & Co. 0.56% No change 1,952 $1.6M
Wolf Group Capital Advisors 0.75% Add +25.2% 3,541 $1.6M
Atlas Capital Advisors Inc. 0.24% Reduce -8.6% 1,941 $1.6M
CreativeOne Wealth, LLC 0.05% Add +24.6% 1,933 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +0.5% 1,917 $1.6M
Dynasty Wealth Management, LLC 0.05% Add +1.1% 1,897 $1.5M
AMG National Trust Bank 0.04% Reduce -0.1% 1,898 $1.5M
Jacobi Capital Management LLC 0.12% Reduce -15.1% 1,880 $1.5M
MAI Capital Management 0.01% Reduce -38.9% 1,860 $1.5M
Principal Securities, Inc. 0.04% Add +17.4% 1,853 $1.5M
Lebenthal Global Advisors, LLC 0.30% Add +1.1% 1,831 $1.5M
HRT Financial LP 0.01% New 1,824 $1.5M
Ashton Thomas Private Wealth, LLC 0.08% Add +1.2% 1,821 $1.5M
Bright Futures Wealth Management, LLC. 0.71% Reduce -25.2% 1,806 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Reduce -12.5% 1,807 $1.5M
Squarepoint Ops LLC 0.00% Reduce -89.9% 1,794 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.07% Add +0.4% 1,783 $1.4M
Tiaa Trust, National Association 0.00% Add +1.4% 1,776 $1.4M
Redwood Investments, LLC 0.43% Reduce -7.1% 1,774 $1.4M
Praxis Investment Management Inc. 0.09% No change 1,770 $1.4M
Brown Financial Advisors 0.59% Add +5.2% 1,757 $1.4M
RFG Advisory, LLC 0.04% Reduce -1.1% 1,737 $1.4M
Hancock Whitney Corp. 0.05% Add +0.9% 1,733 $1.4M
TD Private Client Wealth LLC 0.04% Add +29.1% 1,733 $1.4M
Vident Advisory, LLC 0.04% Add +4.9% 1,729 $1.4M
World Investment Advisors 0.04% Reduce -11.2% 1,722 $1.4M
Moneta Group Investment Advisors LLC 0.02% Reduce -83.9% 1,712 $1.4M
Elevation Point Wealth Partners, LLC 0.13% Reduce -58.9% 1,712 $1.4M
Pitcairn Co. 0.08% Reduce -21.9% 1,710 $1.4M
EP Wealth Advisors, LLC 0.01% Add +17.6% 1,697 $1.4M
XTX Topco Ltd 0.10% Add +428.8% 1,692 $1.4M
Clearstead Advisors, LLC 0.02% No change 1,689 $1.4M
Probity Advisors, Inc. 0.26% No change 1,674 $1.4M
Systematic Alpha Investments, LLC 0.05% No change 1,674 $1.4M
Schear Investment Advisers, LLC 0.84% Add +17.8% 1,668 $1.4M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -0.4% 1,668 $1.4M
Full Sail Capital, LLC 0.09% Add +0.2% 1,667 $1.3M
Greenleaf Trust 0.01% Add +1.2% 1,649 $1.3M
Banque Pictet & Cie SA 0.01% No change 1,635 $1.3M
Mount Lucas Management LP 0.45% Reduce -60.1% 1,631 $1.3M
Ritholtz Wealth Management 0.04% Reduce -0.1% 1,618 $1.3M
Williams Jones Wealth Management, LLC. 0.02% Reduce -5.6% 1,600 $1.3M
Daymark Wealth Partners, LLC 0.05% Add +3.6% 1,591 $1.3M
Keybank National Association 0.01% Reduce -1.9% 1,588 $1.3M
Diversified Trust Co. 0.03% Reduce -0.4% 1,576 $1.3M
GMO 0.00% New 1,567 $1.3M
Harbour Investments, Inc. 0.04% Add +7.4% 1,560 $1.3M
Raymond James Trust N.A. 0.03% Reduce -3.5% 1,554 $1.3M
Hollencrest Capital Management 0.05% Add +1.8% 1,533 $1.2M
Aptus Capital Advisors, LLC 0.02% Reduce -0.8% 1,533 $1.2M
Signaturefd, LLC 0.02% Reduce -1.3% 1,524 $1.2M
Nations Financial Group Inc, /Ia/ 0.09% Add +3.5% 1,523 $1.2M
SeaBridge Investment Advisors LLC 0.30% Add +1.0% 1,519 $1.2M
Arcataur Capital Management LLC 0.42% No change 1,517 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.8% 1,513 $1.2M
Harbor Advisors LLC 0.20% No change 1,500 $1.2M
Cardiff Park Advisors, LLC 0.11% No change 1,500 $1.2M
Paloma Partners Management Co 0.08% New 1,484 $1.2M
Assetmark, Inc. 0.00% Add +7.0% 1,446 $1.2M
Flagship Harbor Advisors, LLC 0.06% Reduce -0.3% 1,443 $1.2M
Apollon Wealth Management, LLC 0.03% Add +18.1% 1,416 $1.1M
Kestra Private Wealth Services, LLC 0.02% Add +3.1% 1,407 $1.1M
Parallel Advisors, LLC 0.03% Add +6.8% 1,403 $1.1M
LRT Capital Management, LLC 1.03% Reduce -38.4% 1,365 $1.1M
Heartland Bank & Trust Co 0.60% Reduce -3.5% 1,363 $1.1M
DGS Capital Management, LLC 0.30% Reduce -7.4% 1,347 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +11.6% 1,346 $1.1M
Independent Investors Inc. 0.22% No change 1,330 $1.1M
Centiva Capital, LP 0.05% New 1,330 $1.1M
Park Avenue Securities LLC 0.01% Reduce -18.4% 1,329 $1.1M
PFG Investments, LLC 0.07% Add +6.1% 1,328 $1.1M
Aviso Wealth Management 0.58% Reduce -0.8% 1,324 $1.1M
Savant Capital, LLC 0.01% Add +24.5% 1,320 $1.1M
Tectonic Advisors LLC 0.07% Reduce -8.0% 1,318 $1.1M
Harvest Portfolios Group Inc. 0.04% Add +0.4% 1,316 $1.1M
Lake Street Advisors Group, LLC 0.05% Reduce -1.1% 1,311 $1.1M
180 Wealth Advisors, LLC 0.17% Reduce -1.2% 1,305 $1.1M
Kenora Financial, LLC 0.42% No change 1,297 $1.1M
Qtron Investments LLC 0.14% No change 1,296 $1.0M
Capital Insight Partners, LLC 0.18% Add +3.9% 1,293 $1.0M
Archer Investment Corp 0.28% Reduce -2.9% 1,291 $1.0M
Swisher Financial Concepts, Inc. 0.65% Add +100.4% 1,443 $1.0M
HTLF Bank 0.11% No change 1,268 $1.0M
Cadent Capital Advisors, LLC 0.35% New 1,261 $1.0M
LMR Partners LLP 0.03% Reduce -45.9% 1,259 $1.0M
Copperwynd Financial, LLC 0.31% Add +0.6% 1,257 $1.0M
First Citizens Bank & Trust Co. 0.02% Add +13.9% 1,247 $1.0M
NorthRock Partners, LLC 0.03% Add +6.9% 1,225 $992K
Modera Wealth Management, LLC 0.01% Add +28.0% 1,224 $991K
Vestcor Inc 0.03% No change 1,210 $980K
American Trust 0.08% Add +206.3% 1,207 $977K
Fiduciary Trust Co 0.01% Add +11.7% 1,207 $977K
Enterprise Financial Services Corp 0.56% Reduce -5.2% 1,186 $960K
BTC Capital Management, Inc. 0.09% Reduce -13.1% 1,184 $959K
Virtus Advisers, LLC 0.45% Reduce -11.8% 1,177 $953K
Exchange Traded Concepts, LLC 0.02% Reduce -39.4% 1,175 $951K
Ranch Capital Advisors Inc. 0.45% Reduce -1.5% 1,173 $950K
Welch Group, LLC 0.04% No change 1,162 $941K
Peddock Capital Advisors, LLC 0.23% Add +4.3% 1,159 $938K
WESPAC Advisors, LLC 0.69% New 1,157 $937K
Patrick M Sweeney & Associates, Inc. 0.68% Reduce -0.6% 1,144 $926K
Bremer Bank National Association 0.17% Reduce -0.6% 1,141 $924K
NorthCoast Asset Management LLC 0.01% Reduce -88.1% 2,068 $915K
Semus Wealth Partners LLC 0.64% Reduce -20.8% 1,129 $914K
Conning Inc. 0.03% Add +120.5% 1,129 $914K
Schechter Investment Advisors, LLC 0.07% Add +1.5% 1,128 $913K
Hodges Capital Management Inc. 0.06% Reduce -2.2% 1,125 $911K
Romano Brothers and Company 0.11% No change 1,124 $910K
Collective Family Office LLC 0.25% Reduce -1.3% 1,116 $904K
Koshinski Asset Management, Inc. 0.08% Reduce -0.1% 1,114 $902K
HUB Investment Partners, LLC 0.04% New 1,113 $901K
GYL Financial Synergies, LLC 0.07% Reduce -11.0% 1,106 $896K
Wedbush Securities Inc. 0.03% Reduce -5.3% 1,105 $895K
Inscription Capital, LLC 0.13% Add +0.2% 1,102 $892K
Edmp, Inc. 0.73% Reduce -6.3% 1,100 $890K
Optas, LLC 0.20% Add +0.1% 1,098 $889K
Independent Financial Group, LLC 0.03% Reduce -50.0% 1,093 $885K
Ballentine Partners, LLC 0.01% Add +8.3% 1,085 $879K
Capital International Sarl 0.02% Add +118.1% 1,084 $878K
Aubrey Capital Management Ltd 0.34% No change 1,081 $875K
Canandaigua National Bank & Trust Co. 0.08% No change 1,073 $869K
Spirepoint Private Client, LLC 0.11% Reduce -7.0% 1,068 $865K
Horizon Investments, LLC 0.02% Add +15.6% 1,069 $864K
Syon Capital LLC 0.08% Add +1.1% 1,060 $858K
Parkside Financial Bank & Trust 0.12% Add +0.1% 1,056 $855K
Jaffetilchin Investment Partners, LLC 0.06% Reduce -4.5% 1,050 $850K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -4.6% 1,039 $841K
Roman Butler Fullerton & Co. 0.25% Add +0.1% 1,006 $839K
Mather Group, Llc. 0.01% Add +1.6% 1,021 $827K
PFG Advisors 0.05% Add +1.7% 1,019 $825K
Banque Cantonale Vaudoise 0.03% Reduce -59.7% 1,020 $825K
Sonora Investment Management Group, LLC 0.06% Add +1.4% 1,007 $815K
WBH Advisory Inc. 0.08% No change 1,000 $810K
Worth Financial Advisory Group, LLC 0.48% Add +0.6% 1,000 $810K
GSG Advisors LLC 0.27% New 998 $805K
Ascentis Independent Advisors 0.13% Add +64.5% 990 $802K
Encompass Wealth Advisors, LLC 0.20% No change 986 $798K
Centaurus Financial, Inc. 0.05% Add +10.5% 982 $795K
Bison Wealth, LLC 0.13% Reduce -29.9% 975 $790K
Wealthspire Advisors, LLC 0.01% Add +62.4% 973 $788K
Paladin Wealth, LLC 0.69% — 970 $785K
Inspire Advisors, LLC 0.10% Add +195.4% 966 $782K
Evermay Wealth Management LLC 0.12% Reduce -15.6% 948 $768K
NEOS Investment Management LLC 0.02% No change 946 $766K
National Wealth Management Group, LLC 0.52% New 945 $765K
Mitchell McLeod Pugh & Williams Inc. 0.16% No change 945 $765K
Wolff Wiese Magana LLC 0.52% Add +2.8% 934 $756K
Prospera Financial Services Inc 0.02% Add +20.1% 933 $756K
Intellectus Partners, LLC 0.19% New 929 $752K
Wbi Investments, LLC 0.18% New 927 $751K
Geneva Partners, LLC 0.32% Reduce -17.0% 925 $749K
Old National Bancorp 0.02% Add +0.8% 925 $749K
GAMMA Investing LLC 0.07% Add +13.3% 904 $732K
IAM Advisory, LLC 0.18% Add +1.6% 900 $729K
Delta Investment Management, LLC 0.15% Add +8.9% 895 $725K
Norden Group LLC 0.09% New 894 $724K
AlphaQuest LLC 0.06% Add +4.5% 890 $721K
Silvercrest Asset Management Group LLC 0.00% No change 884 $716K
Clifford Swan Investment Counsel LLC 0.03% No change 879 $712K
Ogorek Anthony Joseph /NY/ 0.24% Add +80.7% 878 $711K
Foundations Investment Advisors, LLC 0.01% Reduce -3.8% 878 $711K
Schonfeld Strategic Advisors LLC 0.01% Reduce -96.0% 868 $703K
Paragon Private Wealth Management, LLC 0.35% Add +7.6% 867 $702K
Jones Financial Companies LLLP 0.00% Add +91.6% 862 $702K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +52.0% 862 $698K
Retireful, LLC 0.52% New 861 $697K
Premier Path Wealth Partners, LLC 0.11% Add +11.8% 853 $690K
1776 Wealth LLC 0.31% No change 850 $688K
TBH Global Asset Management, LLC 0.15% Add +13.3% 850 $688K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.2% 848 $687K
Focus Financial Network, Inc. 0.03% Reduce -9.4% 844 $683K
CVA Family Office, LLC 0.11% Add +1.7% 844 $683K
Gateway Advisory, LLC 0.11% Reduce -2.5% 836 $677K
Fielder Capital Group LLC 0.22% Add +4.6% 834 $675K
Dynamic Advisor Solutions LLC 0.02% Add +23.7% 825 $668K
HighPoint Advisor Group LLC 0.04% Reduce -30.0% 827 $657K
Harvest Fund Management Co., Ltd 0.04% Add +1486.3% 809 $655K
Smartleaf Asset Management LLC 0.08% Add +43.5% 801 $652K
Summit Trail Advisors, LLC 0.02% Add +7.6% 804 $651K
Adell Harriman & Carpenter Inc. 0.05% No change 800 $648K
Allianz SE 0.02% Add +158.1% 800 $648K
Olde Wealth Management, LLC 0.23% No change 800 $647K
Keebeck Wealth Management 0.09% Reduce -27.9% 776 $628K
Valmark Advisers, Inc. 0.01% No change 774 $627K
Profund Advisors LLC 0.02% Reduce -31.4% 763 $618K
First Bank & Trust 0.12% Add +6.6% 762 $617K
Journey Strategic Wealth LLC 0.02% Add +16.7% 762 $617K
Keel Point, LLC 0.05% Add +2.0% 760 $615K
Weil Company, Inc. 0.20% Add +27.0% 758 $614K
Fifth Third Wealth Advisors LLC 0.04% Add +11.2% 757 $613K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +10.4% 753 $610K
Alpha DNA Investment Management LLC 0.33% Add +15.3% 746 $604K
Procyon Advisors, LLC 0.04% Add +2.9% 741 $600K
SeaCrest Wealth Management, LLC 0.06% Reduce -0.5% 740 $599K
DAVENPORT & Co LLC 0.00% Add +0.1% 740 $599K
Rwa Wealth Partners, LLC 0.01% Add +0.4% 737 $597K
Forum Financial Management, LP 0.01% Add +0.3% 735 $595K
Cooper Financial Group 0.08% New 729 $590K
Middleton & Co. Inc. 0.07% No change 726 $588K
Haverford Trust Co 0.01% Add +3.1% 726 $588K
Blue Trust, Inc. 0.01% Add +168.8% 906 $586K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -10.4% 723 $585K
GTS Securities LLC 0.01% Add +86.8% 710 $575K
Siemens Fonds Invest GmbH 0.05% Reduce -1.0% 709 $574K
Welch & Forbes LLC 0.01% No change 707 $572K
Lazard Asset Management LLC 0.00% Reduce -82.8% 707 $572K
Valeo Financial Advisors, LLC 0.02% Add +1.6% 706 $572K
Americana Partners, LLC 0.04% Add +17.0% 703 $569K
Unigestion Holding SA 0.03% New 699 $566K
Cigna Investments Inc. 0.10% Reduce -3.4% 689 $558K
Transatlantique Private Wealth LLC 0.21% No change 689 $558K
SageView Advisory Group, LLC 0.03% Add +8.6% 682 $552K
Leslie Global Wealth, LLC 0.27% Add +29.3% 676 $547K
Heritage Wealth Advisors 0.03% Add +1.5% 667 $540K
Torray Investment Partners LLC 0.07% No change 660 $534K
LGT Fund Management Co Ltd. 0.06% No change 670 $533K
Essex Financial Services, Inc. 0.04% Add +4.5% 625 $530K
Klingman & Associates, LLC 0.03% Add +0.1% 654 $530K
Moss Adams Wealth Advisors LLC 0.06% Add +0.3% 652 $528K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +0.1% 650 $526K
AdvisorShares Investments LLC 0.10% New 650 $526K
OneDigital Investment Advisors LLC 0.01% Add +3.2% 650 $526K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Add +4.9% 645 $522K
Financial Management Network Inc. 0.11% Add +0.6% 654 $516K
Fidelis Capital Partners, LLC 0.06% Add +1.1% 618 $516K
Synovus Financial Corp. 0.01% Add +8.4% 634 $513K
Promethium Advisors,llc 0.36% — 633 $513K
Cornerstone Wealth Management, LLC 0.04% Add +0.8% 632 $512K
DRW Securities, LLC 0.03% New 632 $512K
CNB Bank 0.24% Add +0.6% 631 $511K
Beacon Investment Advisory Services, Inc. 0.02% No change 620 $502K
Financial Partners Group, Inc 0.07% Reduce -3.9% 616 $499K
Larson Financial Group LLC 0.03% Add +105.0% 615 $498K
Elgethun Capital Management 0.12% No change 608 $492K
Callan Family Office, LLC 0.08% Add +46.1% 599 $485K
Northwest & Ethical Investments L.P. 0.01% Reduce -98.3% 597 $484K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Reduce -96.3% 597 $483K
Gsa Capital Partners LLP 0.04% Add +54.2% 589 $477K
BOS Asset Management, LLC 0.18% No change 588 $476K
Cumberland Partners Ltd 0.03% Add +6.1% 588 $476K
Quadrant Capital Group LLC 0.03% Add +3.6% 580 $470K
Perigon Wealth Management, LLC 0.01% Add +7.2% 579 $469K
Allworth Financial LP 0.00% Add +0.3% 569 $461K
Hudock, Inc. 0.08% Add +0.2% 568 $461K
First Horizon Advisors, Inc. 0.01% Add +3.5% 565 $458K
Compound Planning, Inc. 0.03% Add +28.0% 562 $455K
One Capital Management, LLC 0.01% Add +1.4% 562 $455K
Transcend Capital Advisors, LLC 0.03% Add +0.7% 561 $455K
Checchi Capital Advisers, LLC 0.03% Add +0.5% 561 $454K
Stratos Wealth Advisors, LLC 0.02% Add +18.4% 560 $454K
Caxton Associates LP 0.02% New 555 $449K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.7% 548 $444K
Penn Capital Management Company, LLC 0.04% Add +1.7% 548 $443K
Sargent Investment Group, LLC 0.08% No change 547 $443K
Key Financial Inc 0.10% No change 544 $440K
Axxcess Wealth Management, LLC 0.01% New 543 $440K
BSW Wealth Partners 0.07% Add +18.0% 543 $440K
Evercore Wealth Management, LLC 0.01% Add +0.4% 540 $437K
Baker Avenue Asset Management, LP 0.01% New 539 $437K
Jackson Creek Investment Advisors LLC 0.13% Reduce -2.4% 539 $436K
Ascent Wealth Partners, LLC 0.06% Reduce -3.6% 535 $433K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -1.1% 534 $432K
Evergreen Capital Management LLC 0.01% Add +6.8% 531 $430K
Householder Group Estate & Retirement Specialist, LLC 0.13% Reduce -12.3% 530 $429K
Scientech Research LLC 0.08% New 525 $425K
Westmount Partners, LLC 0.13% No change 523 $424K
Everhart Financial Group, Inc. 0.09% Reduce -3.5% 520 $421K
CX Institutional 0.02% Add +3.2% 515 $417K
Parsons Capital Management Inc. 0.03% No change 515 $417K
Alpha Cubed Investments, LLC 0.02% Add +3.4% 515 $417K
CENTRAL TRUST Co 0.01% Reduce -1.7% 514 $416K
Arax Advisory Partners 0.04% Add +7.1% 513 $416K
First National Trust Co 0.02% Reduce -0.4% 511 $414K
Secure Asset Management, LLC 0.07% Add +1.8% 510 $413K
Salem Investment Counselors Inc. 0.01% Add +0.4% 506 $410K
Twin Capital Management Inc. 0.05% Add +16.1% 506 $410K
Freedom Investment Management, Inc. 0.03% Reduce -18.4% 505 $409K
Seeds Investor LLC 0.15% Reduce -16.1% 504 $408K
Sandhill Capital Partners LLC 0.03% No change 502 $406K
Neville Rodie & Shaw Inc. 0.03% No change 500 $405K
Aries Wealth Management 0.11% No change 500 $405K
Scissortail Wealth Management, LLC 0.10% Reduce -99.8% 1 $405K
Deltec Asset Management LLC 0.08% No change 500 $405K
Fayez Sarofim & Co 0.00% No change 500 $405K
Grant/GrossMendelsohn, LLC 0.17% No change 490 $397K
Hills Bank & Trust Co 0.03% No change 490 $397K
GPS Wealth Strategies Group, LLC 0.05% Add +70.4% 484 $392K
Seven Eight Capital, LP 0.03% New 480 $389K
Fiduciary Alliance LLC 0.05% New 479 $388K
Brighton Jones LLC 0.01% Add +13.6% 476 $386K
Alps Advisors Inc. 0.00% Reduce -8.1% 476 $385K
Claro Advisors Inc. 0.05% No change 474 $384K
Resonant Capital Advisors, LLC 0.03% Add +3.3% 474 $384K
HBK Sorce Advisory LLC 0.01% Add +5.8% 472 $382K
Commerzbank Aktiengesellschaft 0.01% Add +30.3% 465 $377K
Rathbones Group PLC 0.00% No change 464 $376K
PDS Planning, Inc 0.03% Add +5.7% 462 $374K
Silver Oak Securities, Incorporated 0.04% Add +16.5% 459 $373K
Cascade Investment Group, Inc. 0.27% No change 460 $372K
Arcus Capital Partners, LLC 0.13% Reduce -1.1% 457 $370K
Clarius Group, LLC 0.03% Reduce -60.4% 458 $370K
Leavell Investment Management, Inc. 0.02% Add +15.4% 457 $370K
StoneX Group Inc. 0.03% Add +4.1% 455 $368K
Concurrent Investment Advisors, LLC 0.01% Add +3.2% 453 $367K
Terra Nova Asset Management LLC 0.27% No change 450 $364K
Accent Capital Management, LLC 0.21% No change 450 $364K
Brooklyn Investment Group 0.12% Add +3.5% 450 $364K
Darden Wealth Group Inc 0.26% No change 450 $364K
MBB Public Markets I LLC 0.03% Reduce -90.4% 450 $364K
Elmwood Wealth Management, Inc. 0.15% No change 446 $361K
Wilson & Boucher Capital Management, LLC 0.25% Reduce -18.1% 443 $359K
Precision Wealth Strategies, LLC 0.33% Reduce -2.0% 440 $356K
Aaron Wealth Advisors LLC 0.04% Add +21.3% 438 $355K
Dark Forest Capital Management LP 0.05% New 436 $353K
Farther Finance Advisors, LLC 0.01% Add +11.8% 436 $353K
Fox Hill Wealth Management 0.19% No change 434 $351K
Quantum Financial Advisors, LLC 0.06% No change 434 $351K
Kraft, Davis & Associates, LLC 0.10% No change 430 $348K
Tennessee Valley Asset Management Partners 0.06% No change 430 $348K
Harbor Investment Advisory, LLC 0.03% No change 429 $347K
DeDora Capital, Inc. 0.10% Reduce -1.6% 428 $347K
Smithfield Trust Co 0.02% Add +2.1% 429 $346K
GeoWealth Management, LLC 0.01% Reduce -6.0% 426 $345K
ORBA Wealth Advisors, L.L.C. 0.17% No change 422 $342K
First County Bank 0.17% Add +3.2% 422 $342K
Jump Financial, LLC 0.01% Add +15.0% 422 $342K
Rehmann Capital Advisory Group 0.02% Add +21.4% 419 $340K
Isthmus Partners, LLC 0.04% No change 420 $340K
Murphy Pohlad Asset Management LLC 0.14% No change 420 $340K
Invst, LLC 0.04% Add +2.7% 419 $339K
Capital Advisors, Ltd. LLC 0.04% No change 415 $336K
Nicolet Advisory Services, LLC 0.03% No change 422 $333K
Stiles Financial Services Inc 0.12% New 410 $332K
Obsidian Cio, LLC 0.07% Add +0.2% 410 $332K
Brave Asset Management Inc. 0.08% No change 403 $326K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -12.3% 400 $324K
Veltria Advisors Corp. 0.13% No change 400 $324K
TCI Wealth Advisors, Inc. 0.03% No change 398 $322K
Wealth Alliance, LLC 0.04% No change 394 $319K
Howard Capital Management, LLC 0.01% New 394 $319K
Great Valley Advisor Group, Inc. 0.01% Add +23.3% 392 $318K
Magnus Financial Group LLC 0.03% Add +6.9% 388 $314K
Capital Analysts, LLC 0.01% Add +9.3% 386 $313K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% No change 383 $310K
Shelton Capital Management 0.01% Reduce -4.5% 383 $310K
Global Retirement Partners, LLC 0.01% Add +69.5% 378 $306K
NBT Bank, N.A. 0.02% Reduce -3.8% 377 $305K
Abacus Planning Group, Inc. 0.05% Reduce -6.3% 375 $304K
Zacks Investment Management 0.00% Add +0.3% 375 $303K
Five Oceans Advisors 0.14% Add +0.5% 373 $302K
Eagle Strategies LLC 0.05% No change 372 $301K
Center For Asset Management LLC 0.18% No change 371 $300K
LVZ, Inc. 0.04% Add +4.2% 371 $300K
Gryphon Financial Partners LLC 0.04% Add +1.6% 371 $300K
Anchor Investment Management, LLC 0.03% Add +1.1% 370 $300K
Camden National Bank 0.04% New 369 $299K
Graypoint LLC 0.02% Add +13.9% 368 $298K
Plancorp, LLC 0.01% Add +0.6% 368 $298K
BlueChip Wealth Advisors LLC 0.15% No change 358 $290K
Florida Financial Advisors, LLC 0.15% New 357 $289K
Western Wealth Management, LLC 0.02% New 357 $289K
Integrated Wealth Concepts LLC 0.00% Add +7.6% 355 $288K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -12.3% 355 $287K
Huntington National Bank 0.00% Add +16.8% 354 $287K
Wesbanco Bank Inc. 0.01% No change 353 $286K
Cannon Wealth Management Services, LLC 0.26% — 352 $285K
Opal Wealth Advisors, LLC 0.09% Add +8.0% 352 $285K
Moody National Bank Trust Division 0.03% No change 352 $285K
Morningstar Investment Services LLC 0.00% New 350 $285K
Chicago Partners Investment Group LLC 0.01% Reduce -1.2% 340 $283K
AXS Investments LLC 0.08% No change 350 $283K
FineMark National Bank & Trust 0.01% Add +1.7% 350 $283K
Avalon Trust Co 0.02% No change 349 $283K
Ameritas Advisory Services, LLC 0.01% Reduce -7.9% 348 $282K
Campion Asset Management 0.21% Reduce -30.3% 345 $279K
Cidel Asset Management Inc. 0.02% Reduce -5.0% 343 $278K
Avestar Capital, LLC 0.03% New 341 $276K
Kensington Investment Counsel, LLC 0.12% Add +5.3% 340 $275K
Wellington Shields Capital Management, LLC 0.05% Add +13.3% 340 $275K
Verus Capital Partners, LLC 0.03% Reduce -2.9% 340 $275K
Mayflower Financial Advisors, LLC 0.04% Add +4.0% 339 $274K
Strategic Wealth Partners, Ltd. 0.03% New 334 $270K
Joel Isaacson & Co., LLC 0.01% No change 333 $270K
Quent Capital, LLC 0.03% No change 332 $269K
Integrated Investment Consultants, LLC 0.06% Reduce -25.7% 332 $269K
Performance Wealth Partners, LLC 0.01% Add +1.5% 330 $267K
NCM Capital Management, LLC 0.13% No change 329 $266K
Capital International, Inc. 0.00% New 329 $266K
Quotient Wealth Partners, LLC 0.01% Add +2.2% 328 $266K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 327 $265K
Sage Mountain Advisors LLC 0.02% New 326 $264K
Cascades Capital Asset Management, LLC 0.15% — 325 $263K
First Dallas Securities Inc. 0.11% Reduce -3.0% 325 $263K
Allen Capital Group, LLC 0.03% Add +4.2% 324 $262K
Wealthstream Advisors, Inc. 0.05% Add +1.6% 322 $261K
Capstone Investment Advisors, LLC 0.01% Reduce -73.2% 322 $261K
Pinnacle Financial Partners Inc 0.01% New 321 $260K
Werba Rubin Papier Wealth Management 0.06% Add +0.6% 321 $260K
Seascape Capital Management 0.09% Add +0.3% 320 $259K
Drive Wealth Management, LLC 0.07% Add +0.6% 319 $258K
Commonwealth Financial Services, LLC 0.05% Add +0.9% 320 $258K
Penserra Capital Management LLC 0.01% Add +0.9% 320 $258K
Courier Capital LLC 0.02% Reduce -3.6% 318 $257K
Essex Bank 0.06% No change 315 $255K
One Wealth Advisors, LLC 0.04% No change 314 $254K
Mogy Joel R Investment Counsel Inc. 0.02% New 312 $253K
First Manhattan Co. Llc. 0.00% No change 311 $252K
Belpointe Asset Management LLC 0.02% Reduce -4.0% 310 $251K
Arete Wealth Advisors, LLC 0.02% Reduce -50.9% 308 $250K
Napa Wealth Management 0.12% New 308 $250K
Arkadios Wealth Advisors 0.01% New 305 $247K
Founders Financial Alliance, LLC 0.07% New 304 $246K
Lake Street Private Wealth, LLC 0.04% Reduce -11.6% 304 $246K
Exencial Wealth Advisors, LLC 0.01% Reduce -63.7% 303 $246K
MorganRosel Wealth Management, LLC 0.08% New 300 $243K
Cutter & CO Brokerage, Inc. 0.05% New 300 $243K
Aureus Asset Management, LLC 0.02% New 300 $243K
Johnson Investment Counsel Inc. 0.00% New 299 $242K
Regent Peak Wealth Advisors LLC 0.06% New 298 $241K
Strategic Blueprint, LLC 0.01% New 297 $240K
Sentry Investment Management LLC 0.10% No change 297 $240K
Adero Partners, LLC 0.02% New 295 $239K
Old Port Advisors 0.07% New 295 $239K
HCR Wealth Advisors 0.03% Reduce -50.7% 292 $236K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -19.2% 290 $235K
Forbes J M & Co. LLP 0.02% New 290 $235K
Adamsbrown Wealth Consultants LLC 0.08% New 289 $234K
Cornerstone Wealth Group, LLC 0.02% New 288 $233K
D L Carlson Investment Group Inc. 0.04% New 288 $233K
Fort Point Capital Partners LLC 0.03% New 288 $233K
Capital Asset Advisory Services LLC 0.01% New 291 $233K
HMS Capital Management, LLC 0.11% New 287 $232K
Leeward Financial Partners, LLC 0.09% New 287 $232K
Buckhead Capital Management LLC 0.07% New 285 $231K
Realta Investment Advisors 0.11% New 275 $230K
Highview Capital Management LLC 0.09% Reduce -9.6% 284 $230K
Legacy Financial Advisors, Inc. 0.04% New 283 $229K
Great Lakes Advisors, LLC 0.00% New 283 $229K
Catalina Capital Group, LLC 0.08% New 280 $227K
Marion Wealth Management 0.06% New 279 $226K
Summit X, LLC 0.05% Reduce -6.5% 348 $225K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 276 $223K
Frank, Rimerman Advisors LLC 0.02% New 276 $223K
Smith Group Asset Management, LLC 0.02% New 274 $222K
Chicago Capital, LLC 0.01% New 272 $220K
J.W. Cole Advisors, Inc. 0.01% New 272 $220K
Cynosure Group, LLC 0.03% Reduce -55.0% 271 $219K
XML Financial, LLC 0.02% New 269 $218K
Great Diamond Partners, LLC 0.06% New 269 $218K
Circle Wealth Management, LLC 0.00% New 266 $215K
L2 Asset Management, LLC 0.06% New 265 $215K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.9% 265 $215K
Diametric Capital, LP 0.11% New 264 $214K
E Fund Management Co., Ltd. 0.01% New 262 $212K
Ironwood Investment Counsel, LLC 0.04% New 260 $211K
Aljian Capital Management, LLC 0.05% New 258 $209K
Brookstone Capital Management 0.00% New 257 $208K
Copley Financial Group, Inc. 0.19% — 256 $207K
Gleason Group, Inc. 0.04% No change 255 $207K
Windsor Capital Management, LLC 0.06% New 255 $206K
Opes Wealth Management LLC 0.04% New 255 $206K
Sheaff Brock Investment Advisors, LLC 0.02% New 254 $206K
Bank Ozk 0.09% New 254 $206K
Colonial Trust Co / SC 0.03% Add +0.4% 254 $206K
Capstone Financial Advisors, Inc. 0.01% New 252 $204K
Everpar Advisors LLC 0.11% New 252 $204K
Pacific Global Investment Management Co. 0.04% New 252 $204K
St Germain D J Co. Inc. 0.01% Reduce -0.4% 252 $204K
Symphony Financial, Ltd. Co. 0.03% New 253 $203K
Mark Sheptoff Financial Planning, LLC 0.11% No change 250 $202K
Retirement Planning Co of New England, Inc. 0.10% New 250 $202K
Bond & Devick Financial Network, Inc. 0.09% New 250 $202K
Keating Investment Counselors Inc. 0.06% New 250 $202K
KCM Investment Advisors LLC 0.01% New 248 $201K
Bell Bank 0.02% New 247 $200K
Cetera Trust Company, N.A 0.12% No change 246 $199K
Oarsman Capital, Inc. 0.04% New 246 $199K
Prestige Wealth Management Group LLC 0.04% No change 240 $194K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.6% 239 $194K
Optimum Investment Advisors 0.08% Reduce -6.0% 235 $190K
Zions Bancorporation, N.A. 0.01% Reduce -0.9% 231 $187K
Avior Wealth Management, LLC 0.01% Add +24.0% 217 $176K
EverSource Wealth Advisors, LLC 0.01% Add +6.5% 213 $173K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.11% No change 210 $170K
Provenance Wealth Advisors, LLC 0.02% Add +3333.3% 206 $167K
Alta Advisers Ltd 0.07% No change 200 $162K
Catalyst Funds Management Pty Ltd 0.04% New 200 $162K
Cromwell Holdings LLC 0.10% No change 197 $160K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 194 $157K
Disciplina Capital Management LLC 0.02% Reduce -16.9% 192 $155K
ORG Partners LLC 0.02% Add +0.5% 186 $151K
Leonteq Securities AG 0.02% Reduce -66.5% 184 $149K
Wintrust Investments LLC 0.11% Reduce -86.5% 183 $148K
United Community Bank 0.05% Add +8.1% 173 $140K
Manchester Capital Management LLC 0.02% Add +7.6% 170 $138K
AlphaCentric Advisors LLC 0.10% Reduce -4.0% 167 $135K
Westpac Banking Corp. 0.01% No change 163 $132K
Planned Solutions, Inc. 0.04% New 135 $109K
Icon Wealth Advisors, LLC 0.01% New 127 $103K
Hilltop National Bank 0.03% Reduce -1.6% 126 $102K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 125 $101K
JFS Wealth Advisors, LLC 0.01% Add +1.7% 120 $97K
Covestor Ltd 0.06% Reduce -24.3% 112 $91K
Ancora Advisors LLC 0.00% No change 112 $91K
Beacon Capital Management, LLC 0.01% No change 110 $89K
Eagle Bay Advisors LLC 0.03% Reduce -0.9% 107 $87K
Wellington Shields & Co., LLC 0.03% No change 107 $87K
Coppell Advisory Solutions LLC 0.01% No change 106 $86K
Oakworth Capital, Inc. 0.01% Add +11.7% 105 $85K
CoreCap Advisors, LLC 0.00% New 105 $85K
Princeton Global Asset Management LLC 0.02% No change 102 $83K
WR Wealth Planners, LLC 0.02% Add +67.2% 102 $83K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -22.5% 100 $81K
Tortoise Investment Management, LLC 0.01% No change 100 $81K
Chilton Capital Management LLC 0.00% New 100 $81K
Bangor Savings Bank 0.01% No change 99 $80K
Creative Financial Designs Inc. 0.01% Reduce -60.3% 98 $80K
Farmers & Merchants Investments Inc. 0.00% Reduce -67.3% 98 $79K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 89 $72K
WASHINGTON TRUST Co 0.00% No change 85 $69K
Millburn Ridgefield LLC 0.00% New 83 $67K
Hemington Wealth Management 0.02% New 81 $65K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +300.0% 80 $65K
Raleigh Capital Management Inc. 0.02% Add +61.2% 79 $64K
Webster Bank, N. A. 0.01% Reduce -47.3% 79 $64K
Johnson Financial Group, Inc. 0.00% New 79 $64K
Knott David M Jr 0.02% No change 78 $63K
General Partner, Inc. 0.04% No change 77 $62K
Park Place Capital Corp 0.02% Reduce -2.6% 75 $61K
Arlington Trust Co LLC 0.01% No change 75 $61K
Ashton Thomas Securities, LLC 0.01% New 75 $61K
IAG Wealth Partners, LLC 0.01% Reduce -5.1% 75 $61K
Silicon Valley Capital Partners 0.01% No change 71 $57K
DHJJ Financial Advisors, Ltd. 0.02% No change 70 $57K
Eastern Bank 0.00% New 69 $56K
Twin Lakes Capital Management, LLC 0.04% No change 67 $55K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +85.7% 65 $53K
Versant Capital Management, Inc 0.01% Add +73.0% 64 $52K
Lanark Financial, Inc. 0.00% Reduce -1.5% 64 $51K
Deseret Mutual Benefit Administrators 0.03% Reduce -10.3% 61 $49K
Private Wealth Management Group, LLC 0.02% No change 61 $49K
MCF Advisors LLC 0.00% No change 61 $49K
Trust Co. of Vermont 0.00% Add +6000.0% 61 $49K
Center for Financial Planning, Inc. 0.01% No change 60 $49K
HHM Wealth Advisors, LLC 0.01% No change 57 $46K
FWL Investment Management, LLC 0.02% New 56 $45K
Byrne Asset Management LLC 0.03% No change 54 $44K
HM Payson & Co. 0.00% New 51 $41K
FinTrust Capital Advisors, LLC 0.01% New 51 $41K
Asset Dedication, LLC 0.00% Reduce -5.7% 50 $40K
Resources Management Corp. /CT/ 0.01% No change 50 $40K
Davis Capital Management 0.03% No change 48 $39K
Walleye Trading LLC 0.00% Reduce -94.7% 46 $37K
Carmichael Hill & Associates, Inc. 0.01% Add +80.0% 45 $36K
Riverview Trust Co 0.03% Add +2.3% 44 $36K
Brown Brothers Harriman & Co. 0.00% Reduce -27.6% 42 $34K
Laurel Wealth Advisors LLC 0.01% No change 40 $32K
Rise Advisors, LLC 0.02% No change 39 $32K
Foster Dykema Cabot & Partners, LLC 0.00% No change 39 $32K
E Fund Management (Hong Kong) Co., Ltd. 0.02% New 38 $31K
Your Advocates Ltd., LLP 0.01% No change 37 $30K
Flaharty Asset Management, LLC 0.00% New 37 $30K
Ossiam 0.00% Reduce -28.0% 36 $29K
Evergreen Private Wealth LLC 0.01% No change 35 $28K
First Financial Corp. 0.01% No change 34 $28K
Bell Investment Advisors, Inc 0.01% Reduce -12.8% 34 $28K
GW&K Investment Management, LLC 0.00% Add +10.3% 32 $26K
Bruce G. Allen Investments, LLC 0.02% Add +14.3% 32 $26K
Chesapeake Asset Management LLC 0.02% Reduce -6.1% 31 $26K
MV Capital Management, Inc. 0.00% Add +47.6% 31 $25K
Canton Hathaway, LLC 0.01% New 29 $23K
PFS Partners, LLC 0.01% Reduce -50.0% 25 $20K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +118.2% 24 $19K
Pinnacle Bancorp, Inc. 0.01% No change 24 $19K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 24 $19K
AdvisorNet Financial, Inc 0.00% Add +14.3% 24 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 23 $19K
Nemes Rush Group LLC 0.00% No change 25 $18K
Raffa Wealth Management, LLC 0.00% No change 22 $18K
Cherry Tree Wealth Management, LLC 0.00% No change 21 $17K
Caldwell Sutter Capital, Inc. 0.01% No change 21 $17K
Shay Capital LLC 0.00% New 20 $16K
Addison Advisors LLC 0.00% Add +171.4% 19 $15K
Tsfg, LLC 0.00% No change 18 $15K
Hexagon Capital Partners LLC 0.00% Reduce -21.7% 18 $15K
Continuum Advisory, LLC 0.00% Add +240.0% 17 $14K
SJS Investment Consulting Inc. 0.00% Reduce -5.6% 17 $14K
Dunhill Financial, LLC 0.01% Add +87.5% 15 $12K
Rakuten Securities, Inc. 0.01% Reduce -67.4% 15 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $11K
Operose Advisors LLC 0.00% New 14 $11K
Truvestments Capital LLC 0.00% New 14 $11K
Aspire Private Capital, LLC 0.00% No change 14 $11K
Fortitude Family Office, LLC 0.00% No change 13 $11K
Abound Wealth Management 0.00% Add +44.4% 13 $10K
Frazier Financial Advisors, LLC 0.01% No change 12 $10K
Strategic Investment Solutions, Inc. 0.00% No change 12 $10K
SouthState Bank Corp 0.00% No change 12 $10K
Meeder Asset Management Inc. 0.00% Reduce -70.7% 12 $10K
Valued Wealth Advisors LLC 0.01% Add +22.2% 11 $9K
Oliver Lagore Vanvalin Investment Group 0.00% No change 11 $9K
Stone House Investment Management, LLC 0.00% No change 11 $9K
BOK Financial Private Wealth, Inc. 0.00% No change 10 $8K
Redmont Wealth Advisors LLC 0.01% No change 10 $8K
Security National Bank 0.00% No change 10 $8K
Concourse Financial Group Securities, Inc. 0.00% Reduce -95.6% 10 $8K
Avion Wealth 0.00% Add +28.6% 9 $7K
Earned Wealth Advisors, LLC 0.00% New 7 $6K
Sound Income Strategies, LLC 0.00% Add +40.0% 7 $6K
Financial Management Professionals, Inc. 0.00% Reduce -87.8% 6 $5K
Jamison Private Wealth Management, Inc. 0.00% No change 6 $5K
True Wealth Design, LLC 0.00% No change 6 $5K
Carolinas Wealth Consulting LLC 0.00% Add +20.0% 6 $5K
Beaird Harris Wealth Management, LLC 0.00% Reduce -14.3% 6 $5K
Richardson Financial Services Inc. 0.00% Add +100.0% 6 $4K
Cornerstone Planning Group LLC 0.00% No change 5 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +66.7% 5 $4K
Aspect Partners, LLC 0.00% No change 5 $4K
Cape Investment Advisory, Inc. 0.00% No change 5 $4K
Sachetta, LLC 0.00% No change 5 $4K
Pineridge Advisors LLC 0.00% No change 5 $4K
TFC Financial Management, Inc. 0.00% Add +25.0% 5 $4K
WealthCollab, LLC 0.00% No change 4 $3K
SWAN Capital LLC 0.00% No change 4 $3K
Claris Advisors, LLC / Mo / 0.00% New 4 $3K
Global Wealth Strategies & Associates 0.00% New 4 $3K
First Pacific Financial 0.00% No change 4 $3K
Talon Private Wealth, LLC 0.00% — 4 $3K
Salomon & Ludwin, LLC 0.00% No change 4 $3K
North Star Investment Management Corp. 0.00% No change 4 $3K
ClariVest Asset Management LLC 0.00% No change 4 $3K
Lummis Asset Management, LP 0.00% No change 3 $2K
VitalStone Financial, LLC 0.00% No change 3 $2K
TruNorth Capital Management, LLC 0.00% New 3 $2K
Nvwm, LLC 0.00% New 3 $2K
PEAK6 Investments LLC 0.00% Reduce -99.4% 3 $2K
Highline Wealth Partners LLC 0.00% No change 2 $2K
West Paces Advisors Inc. 0.00% No change 2 $2K
Financial Network Wealth Advisors LLC 0.00% New 1 $810
West Branch Capital LLC 0.00% New 1 $810
Riggs Asset Managment Co. Inc. 0.00% New 1 $810
Perkins Coie Trust Co 0.00% No change 1 $809
Annapolis Financial Services, LLC 0.00% New 1 $446

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