United RentalsURI

13F holders, Q1 2025 (March 31)
1,301holders −30
111new positions
146sold out
11famous investors
$626.17avg. 13F price*

At the end of Q1 2025, 1,301 institutions reported holding United Rentals Inc. (URI) in their 13F filings, down 30 from Q4 2024. 111 opened new positions and 146 sold out. The largest holders were Vanguard Group Inc. ($4.7B), BlackRock, Inc. ($3.2B) and Capital Research Global Investors ($2.0B). 11 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Tom Gayner (0.2% of Markel Group's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions111$286.1M
Exits146$326.3M

All 13F filers, Q4 2024 → Q1 2025: 5,265,035 shares bought and 5,743,194 shares sold, net −478,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,301 holders

Vanguard Group Inc. 0.08% Add +0.4% 7,422,036 $4.7B
BlackRock, Inc. 0.07% Add +0.2% 5,134,537 $3.2B
Capital Research Global Investors 0.43% Add +10.3% 3,172,633 $2.0B
State Street Corp. 0.08% Reduce -0.4% 3,099,371 $1.9B
Capital International Investors 0.31% Add +137.1% 2,492,475 $1.6B
Capital World Investors 0.23% Add +3.5% 2,299,806 $1.4B
Bank of America Corp. 0.09% Add +2.5% 1,683,750 $1.1B
Morgan Stanley 0.08% Add +12.7% 1,681,769 $1.1B
Geode Capital Management, LLC 0.08% Add +3.3% 1,639,809 $1.0B
Franklin Resources Inc. 0.21% Add +6.1% 1,160,238 $727.1M
JPMorgan Chase & Co. 0.05% Add +98.1% 1,093,805 $685.5M
Alliancebernstein L.P. 0.23% Reduce -20.6% 993,241 $622.5M
Norges Bank 0.08% Reduce -8.0% 908,428 $569.3M
Dimensional Fund Advisors LP 0.14% Reduce -0.8% 906,474 $568.0M
Manufacturers Life Insurance Company, The 0.51% Add +28.8% 849,786 $532.6M
FMR LLC 0.03% Reduce -66.5% 772,413 $484.1M
Nordea Investment Management AB 0.45% Reduce -3.9% 704,422 $430.7M
Northern Trust Corp. 0.06% Add +0.8% 661,166 $414.4M
Nuveen, LLC 0.12% — 641,920 $402.3M
Goldman Sachs Group Inc. 0.08% Add +18.4% 640,251 $401.2M
UBS Group AG 0.09% Add +8.2% 618,423 $387.6M
Invesco Ltd. 0.07% Reduce -36.1% 588,999 $369.1M
Holocene Advisors, LP 1.08% Add +46.0% 586,304 $367.4M
Lyrical Asset Management LP 5.43% Reduce -2.1% 570,326 $357.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -4.8% 519,619 $325.6M
Charles Schwab Investment Management Inc. 0.05% Add +3.5% 460,871 $288.8M
Boston Partners 0.31% Add +5.6% 409,872 $255.9M
Legal & General Group Plc 0.07% Add +0.0% 406,465 $254.7M
Bank of New York Mellon Corp 0.05% Reduce -3.9% 391,892 $245.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.49% Reduce -9.2% 367,251 $230.2M
Brown Advisory Inc. 0.27% Reduce -1.7% 296,621 $185.9M
TD Asset Management Inc 0.16% Add +19.3% 279,526 $175.2M
Raymond James Financial Inc. 0.06% Add +10.5% 257,988 $161.7M
Wells Fargo & Company 0.04% Reduce -3.2% 256,296 $160.6M
Amundi 0.06% Reduce -7.3% 265,752 $157.1M
Royal Bank of Canada 0.03% Reduce -18.7% 248,276 $155.6M
Neuberger Berman Group LLC 0.13% Reduce -6.0% 244,161 $153.1M
HSBC Holdings PLC 0.10% Reduce -5.6% 243,384 $152.1M
Findlay Park Partners LLP 1.52% Add +1.3% 235,536 $147.6M
W1M Investment Management Ltd 2.19% Add +5.2% 225,652 $141.4M
Deutsche Bank AG 0.06% Reduce -0.6% 223,035 $139.8M
Voloridge Investment Management, LLC 0.48% Add +272.0% 207,258 $129.9M
Citadel Advisors 0.12% Reduce -38.8% 194,790 $122.1M
National Pension Service 0.12% Add +14.6% 192,370 $120.6M
Thrivent Financial for Lutherans 0.27% Reduce -39.4% 189,218 $118.8M
Swiss National Bank 0.08% Reduce -1.0% 185,100 $116.0M
Barclays PLC 0.05% Add +39.1% 182,386 $114.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -6.1% 169,286 $106.1M
Citigroup Inc. 0.08% Add +99.7% 166,440 $104.3M
T. Rowe Price Investment Management, Inc. 0.07% Reduce -65.7% 161,819 $101.4M
Marshall Wace, LLP 0.14% Reduce -70.7% 159,933 $100.2M
Envestnet Asset Management Inc. 0.03% Add +16.0% 145,216 $91.0M
LPL Financial LLC 0.04% Add +5.3% 143,316 $89.8M
Rhumbline Advisers 0.08% Add +6.7% 140,088 $87.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.50% Add +58.2% 128,850 $80.8M
Aviva PLC 0.19% Reduce -7.5% 126,707 $79.4M
Quilter Plc 1.63% Add +15.7% 125,446 $78.6M
Epoch Investment Partners, Inc. 0.40% Add +275.9% 124,180 $77.8M
Clearbridge Investments, LLC 0.07% Add +810.6% 123,176 $77.2M
Bank of Montreal 0.04% Add +0.8% 119,803 $75.1M
Cerity Partners LLC 0.15% Add +12.0% 119,627 $75.0M
Argent Capital Management LLC 2.26% Reduce -26.8% 117,786 $73.8M
T. Rowe Price Associates Inc. 0.01% Reduce -1.9% 117,477 $73.6M
BNP Paribas Financial Markets 0.06% Add +104.3% 116,733 $73.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +10.2% 115,768 $72.6M
California Public Employees Retirement System 0.05% Reduce -2.0% 105,820 $66.3M
California State Teachers Retirement System 0.08% Reduce -1.3% 105,812 $66.3M
Ceredex Value Advisors LLC 1.44% New 104,696 $65.6M
NZS Capital, LLC 2.82% Add +21.1% 99,859 $62.6M
Royal London Asset Management Ltd. 0.14% Add +10.9% 97,455 $61.1M
Stifel Financial Corp. 0.06% Reduce -1.1% 95,393 $59.8M
Mariner, LLC 0.10% Reduce -5.0% 93,437 $58.6M
AustralianSuper Pty Ltd 0.33% Reduce -59.6% 92,842 $58.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Reduce -34.1% 90,098 $56.5M
Cartenna Capital, LP 4.55% Add +7.6% 90,000 $56.4M
CANADA LIFE ASSURANCE Co 0.09% Add +0.9% 83,750 $52.6M
Prudential Financial Inc. 0.07% Add +63.0% 82,201 $51.5M
Canada Pension Plan Investment Board 0.05% Add +76.2% 80,644 $50.5M
Cornerstone Investment Partners, LLC 2.37% Add +28.9% 78,163 $49.0M
Qube Research & Technologies Ltd 0.08% Reduce -62.4% 77,848 $48.8M
Lord, Abbett & Co. LLC 0.18% Reduce -46.3% 75,720 $47.5M
Principal Financial Group Inc. 0.03% Reduce -3.5% 74,531 $46.7M
Edgemoor Investment Advisors, Inc. 4.28% Reduce -0.4% 73,673 $46.2M
Balyasny Asset Management L.P. 0.12% Reduce -9.0% 73,350 $46.0M
AEGON ASSET MANAGEMENT UK Plc 0.64% Reduce -10.7% 70,537 $44.2M
American Century Companies Inc. 0.03% Add +0.0% 70,075 $43.9M
Adage Capital Partners Gp, L.L.C. 0.08% Add +44.0% 69,588 $43.6M
Groupama Asset Managment 0.88% Add +13.9% 68,981 $43.3M
Rockefeller Capital Management L.P. 0.11% Reduce -7.0% 68,313 $42.8M
Russell Investments Group, Ltd. 0.06% Add +2.0% 68,042 $42.7M
Retirement Systems of Alabama 0.17% Add +33.3% 67,961 $42.6M
Ameriprise Financial Inc. 0.01% Reduce -8.4% 66,492 $41.7M
Todd Asset Management LLC 0.98% Reduce -39.1% 66,486 $41.7M
Teachers Retirement System of the State of Kentucky 0.37% Reduce -34.9% 66,134 $41.4M
Susquehanna International Group, LLP 0.07% Add +6.5% 65,607 $41.1M
State Board of Administration of Florida Retirement System 0.08% No change 65,324 $40.9M
Eventide Asset Management, LLC 0.77% New 61,755 $38.7M
HighTower Advisors, LLC 0.05% Reduce -1.5% 60,282 $37.8M
PNC Financial Services Group, Inc. 0.02% Reduce -1.8% 60,081 $37.7M
Bridges Investment Management Inc. 0.54% Add +120.6% 59,208 $37.1M
Korea Investment CORP 0.09% Add +14.3% 59,040 $37.0M
New York State Teachers Retirement System 0.08% Reduce -7.6% 57,362 $35.9M
Atwood & Palmer Inc. 2.48% Reduce -0.9% 57,102 $35.8M
Commonwealth Equity Services, LLC 0.05% Add +3.0% 56,640 $35.5M
Fisher Asset Management 0.02% Add +2.1% 56,614 $35.5M
LGT Capital Partners LTD. 1.54% New 55,444 $34.7M
Caisse de depot et placement du Quebec 0.07% Reduce -12.4% 55,245 $34.6M
Whittier Trust Co. 0.48% Add +0.2% 54,635 $34.2M
STRS Ohio 0.14% Add +2.4% 51,776 $32.4M
Swedbank AB 0.04% Reduce -3.4% 49,485 $31.0M
Natixis Advisors, LLC 0.06% Reduce -20.9% 49,463 $31.0M
National Bank of Canada 0.04% Add +16.1% 48,077 $30.2M
AMF Tjanstepension AB 0.22% Reduce -9.0% 47,635 $29.9M
Aberdeen Group plc 0.06% Add +83.5% 47,898 $29.5M
Assenagon Asset Management S.A. 0.05% Add +156.1% 46,501 $29.1M
New York State Common Retirement Fund 0.04% Add +6.6% 45,950 $28.8M
First Trust Advisors LP 0.03% Reduce -20.8% 45,646 $28.6M
Pictet Asset Management Holding SA 0.03% Add +10.0% 44,288 $27.8M
Focus Partners Wealth 0.07% Reduce -0.4% 44,134 $27.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Reduce -0.1% 42,484 $26.6M
Gabelli Funds LLC 0.20% Add +6.1% 41,900 $26.3M
Storebrand Asset Management As 0.08% Reduce -16.7% 41,591 $26.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -10.9% 40,804 $25.6M
Allianz Asset Management GmbH 0.04% Reduce -19.6% 40,608 $25.4M
Man Group plc 0.08% Add +119.7% 40,591 $25.4M
AXA S.A. 0.08% Add +394.2% 40,546 $25.4M
Gradient Investments LLC 0.51% Add +34.5% 40,188 $25.2M
Baird Financial Group, Inc. 0.05% Reduce -4.6% 39,835 $25.0M
SG Americas Securities, LLC 0.09% Reduce -0.8% 39,711 $24.9M
Brandywine Global Investment Management, LLC 0.18% Add +1.5% 39,547 $24.8M
Treasurer of the State of North Carolina 0.10% Add +3.1% 39,027 $24.5M
State of Wisconsin Investment Board 0.06% Reduce -1.7% 38,948 $24.4M
Asset Management One Co., Ltd. 0.08% Add +2.8% 38,598 $24.2M
Cardinal Capital Management, Inc. 0.82% Add +28.6% 38,412 $24.1M
Ensign Peak Advisors, Inc 0.05% Reduce -9.0% 38,369 $24.0M
APG Asset Management N.V. 0.07% Reduce -4.6% 40,870 $23.7M
Susquehanna Fundamental Investments, LLC 0.39% Add +3029.6% 37,492 $23.5M
Foundry Partners, LLC 1.23% Reduce -5.3% 37,019 $23.2M
Schroder Investment Management Group 0.02% Reduce -14.4% 36,614 $23.0M
Schonfeld Strategic Advisors LLC 0.15% Add +83.1% 36,491 $22.9M
Baldwin Wealth Partners LLC 1.60% Add +2.1% 36,372 $22.8M
Vident Advisory, LLC 0.33% Add +11.7% 35,936 $22.5M
Voya Investment Management LLC 0.03% Add +19.1% 35,460 $22.2M
Crestwood Advisors Group, LLC 0.42% Reduce -2.3% 35,455 $22.2M
Wesleyan Assurance Society 1.64% No change 35,218 $22.1M
Montgomery Investment Management Inc. 8.73% Add +0.1% 34,993 $21.9M
Logan Capital Management Inc. 0.99% Reduce -0.5% 34,870 $21.9M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Reduce -15.2% 34,513 $21.6M
Chevy Chase Trust Holdings, LLC 0.07% Add +0.0% 34,442 $21.6M
Advisors Capital Management, LLC 0.33% Add +0.7% 33,950 $21.3M
Credit Agricole S A 0.08% Add +14.3% 33,117 $20.8M
Lee Danner & Bass Inc. 1.67% Add +0.2% 32,855 $20.6M
Swiss Life Asset Management Ltd 0.15% Add +4.1% 32,588 $20.4M
Markel Group 0.17% Add +5.1% 31,150 $19.5M
Danske Bank A/S 0.06% Reduce -44.6% 30,807 $19.3M
F&V Capital Management, LLC 4.87% Reduce -0.8% 29,950 $18.8M
Northeast Investment Management 0.87% Add +4.2% 29,900 $18.7M
Mackenzie Financial Corp. 0.03% Add +2.0% 29,768 $18.7M
Macquarie Group Ltd. 0.02% Reduce -58.1% 29,665 $18.6M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -3.0% 29,550 $18.5M
Mercer Global Advisors Inc. 0.04% Add +1.9% 29,219 $18.3M
Janney Montgomery Scott LLC 0.05% Add +10.3% 28,894 $18.1M
Wedgewood Partners Inc. 3.57% New 24,829 $17.7M
Cary Street Partners Financial LLC 0.56% Reduce -2.5% 28,206 $17.7M
AQR Capital Management 0.02% Reduce -2.5% 29,048 $17.7M
Cetera Investment Advisers 0.03% Reduce -4.3% 28,081 $17.6M
Millennium Management 0.02% Reduce -71.9% 27,969 $17.5M
GAMCO Investors 0.19% Reduce -0.7% 27,916 $17.5M
Court Place Advisors, LLC 5.79% Reduce -0.9% 27,837 $17.4M
QRG Capital Management, Inc. 0.18% Reduce -6.3% 27,590 $17.3M
Citizens Financial Group Inc. 0.34% Add +100.4% 27,542 $17.3M
Toronto Dominion Bank 0.04% Add +20.3% 26,909 $16.9M
Picton Mahoney Asset Management 0.58% Add +38.1% 26,806 $16.8M
Applied Finance Capital Management, LLC 1.23% Reduce -47.1% 26,754 $16.8M
DekaBank Deutsche Girozentrale 0.03% Reduce -0.6% 27,044 $16.7M
Premier Fund Managers Ltd 0.62% Reduce -0.8% 26,640 $16.7M
Capital Group Private Client Services, Inc. 0.16% Add +91.8% 26,512 $16.6M
Victory Capital Management Inc. 0.02% Reduce -10.5% 25,931 $16.3M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +1.1% 24,676 $15.5M
North Point Portfolio Managers Corp. 2.70% Add +2.0% 24,565 $15.4M
Mn Services Vermogensbeheer B.V. 0.12% Reduce -7.9% 24,549 $15.4M
KLP Kapitalforvaltning As 0.07% No change 24,331 $15.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +3.9% 24,305 $15.2M
Daiwa Securities Group Inc. 0.06% Reduce -3.0% 24,301 $15.2M
Sei Investments Co. 0.02% Add +10.7% 23,939 $15.0M
Lombard Odier Asset Management (Europe) Ltd 1.34% Add +9.8% 23,512 $14.7M
Captrust Financial Advisors 0.04% Add +1.5% 23,507 $14.7M
Whittier Trust Co. of Nevada Inc. 0.37% Add +4.8% 23,462 $14.7M
State of Tennessee, Department of Treasury 0.06% Reduce -2.0% 23,262 $14.6M
Calamos Advisors LLC 0.10% Add +1.1% 22,869 $14.3M
Venturi Wealth Management, LLC 0.75% Add +11.2% 22,831 $14.3M
Covalis Capital LLP 3.22% New 22,370 $14.0M
Public Employees Retirement System of Ohio 0.05% Reduce -21.5% 22,120 $13.9M
Prudential PLC 0.07% Add +3.0% 22,064 $13.8M
Resona Asset Management Co.,Ltd. 0.08% Add +8.2% 21,554 $13.5M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.91% No change 23,200 $13.5M
State of New Jersey Common Pension Fund D 0.06% Reduce -12.1% 21,389 $13.4M
Columbus Hill Capital Management, L.P. 2.87% No change 20,954 $13.1M
Nomura Asset Management Co. Ltd. 0.04% Reduce -20.0% 20,742 $13.0M
Fisher Funds Management LTD 0.31% No change 20,598 $12.9M
Cozad Asset Management Inc. 1.28% Reduce -1.1% 20,495 $12.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.72% Reduce -0.5% 20,397 $12.8M
US Bancorp \de 0.02% Reduce -6.6% 19,913 $12.5M
Fred Alger Management, LLC 0.07% Add +175.3% 19,852 $12.4M
Burney Co./ 0.45% Add +2.4% 19,810 $12.4M
Quantinno Capital Management LP 0.08% Add +82.2% 19,641 $12.3M
YHB Investment Advisors, Inc. 1.03% Add +3.7% 19,641 $12.3M
State of Michigan Retirement System 0.07% Reduce -0.5% 19,354 $12.1M
Daiichi Life Insurance Co., Ltd. 0.35% Add +6.7% 19,222 $12.0M
Renaissance Investment Group LLC 2.91% Reduce -6.8% 19,116 $12.0M
Nisa Investment Advisors, LLC 0.06% Reduce -8.9% 19,099 $12.0M
Arizona State Retirement System 0.08% Reduce -1.2% 18,978 $11.9M
Legacy Trust 2.83% Reduce -0.3% 18,760 $11.8M
Pathstone Holdings, LLC 0.05% Reduce -2.2% 18,455 $11.6M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -5.0% 18,343 $11.5M
Badgley Phelps Wealth Managers, LLC 0.28% Add +2.3% 18,188 $11.4M
Cibc World Market Inc. 0.03% Reduce -7.4% 18,117 $11.4M
Sycomore Asset Management 1.60% No change 14,060 $11.3M
Glassy Mountain Advisors, Inc. 3.98% Reduce -4.5% 17,943 $11.2M
Moors & Cabot, Inc. 0.57% Reduce -0.1% 17,924 $11.2M
MetLife Investment Management, LLC 0.06% Reduce -2.3% 17,657 $11.1M
Verition Fund Management LLC 0.07% Add +66.4% 17,553 $11.0M
Handelsbanken Fonder AB 0.05% Add +2.8% 17,500 $11.0M
McRae Capital Management Inc. 2.31% Reduce -38.4% 17,482 $11.0M
Buffington Mohr McNeal 2.16% Reduce -10.9% 17,480 $11.0M
DNB Asset Management AS 0.05% Add +0.6% 17,444 $10.9M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Reduce -47.9% 17,421 $10.9M
Redwood Grove Capital, LLC 3.87% No change 17,225 $10.8M
O'shaughnessy Asset Management, LLC 0.09% Add +1.9% 16,988 $10.6M
Governors Lane LP 2.36% New 16,900 $10.6M
Corient Private Wealth LP 0.02% Add +11.8% 16,820 $10.5M
PGGM Investments 0.14% No change 16,748 $10.5M
Candriam S.C.A. 0.06% Reduce -45.4% 16,373 $10.3M
Regents Gate Capital LLP 4.34% Add +12.9% 16,271 $10.2M
Harvey Capital Management Inc. 2.65% Reduce -2.8% 16,134 $10.1M
Corebridge Financial, Inc. 0.06% Reduce -4.2% 16,099 $10.1M
GHP Investment Advisors, Inc. 0.48% Add +7.8% 16,010 $10.0M
Trillium Asset Management, LLC 0.29% Add +25.1% 15,892 $10.0M
Comerica Bank 0.04% Reduce -8.8% 15,828 $9.9M
Wedge Capital Management L L P 0.19% Add +7.8% 15,724 $9.9M
Osaic Holdings, Inc. 0.02% Reduce -56.0% 15,652 $9.8M
Winmill & Co. Inc. 2.94% No change 15,409 $9.7M
Muhlenkamp & Co. Inc. 3.15% Reduce -0.1% 15,368 $9.6M
Smithbridge Asset Management Inc. 1.77% — 15,255 $9.6M
Integrated Advisors Network LLC 0.48% Reduce -0.5% 15,157 $9.5M
Tiaa Trust, National Association 0.03% Add +21.7% 15,053 $9.4M
Moore Capital Management, LP 0.37% New 15,008 $9.4M
Czech National Bank 0.09% Add +5.4% 15,000 $9.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +7.0% 14,935 $9.4M
UNIVEST FINANCIAL Corp 0.61% Add +173.4% 14,844 $9.3M
Boothbay Fund Management, LLC 0.34% Reduce -3.5% 14,832 $9.3M
Orange Investment Advisors, Inc. 1.10% Add +8.7% 14,728 $9.2M
Synergy Asset Management, LLC 1.16% New 14,663 $9.2M
Lighthouse Investment Partners, LLC 0.42% Reduce -1.7% 14,638 $9.2M
Glenview Trust Co 0.18% Add +2.7% 14,604 $9.2M
Douglas Lane & Associates, LLC 0.13% Add +0.1% 14,547 $9.1M
Truist Financial Corp. 0.01% Reduce -28.8% 14,526 $9.1M
Cubist Systematic Strategies, LLC 0.12% New 14,469 $9.1M
Creative Planning 0.01% Add +3.7% 14,216 $8.9M
Forsta Ap-Fonden 0.07% No change 14,200 $8.9M
Eisler Capital Management Ltd. 0.26% Reduce -8.2% 13,937 $8.7M
Union Bancaire Privee, UBP SA 0.17% Reduce -39.1% 14,651 $8.7M
Leuthold Group, LLC 1.13% Reduce -6.3% 13,905 $8.7M
Moneta Group Investment Advisors LLC 0.12% Add +601.9% 13,779 $8.6M
Morse Asset Management, Inc 2.17% Reduce -0.3% 13,558 $8.5M
Sterling Capital Management LLC 0.13% Reduce -5.9% 13,507 $8.5M
IFM Investors Pty Ltd 0.09% No change 13,479 $8.4M
KBC Group NV 0.03% Reduce -0.5% 13,295 $8.3M
Formuepleje A/S 0.47% Add +11.1% 13,208 $8.3M
Taikang Asset Management (Hong Kong) Co Ltd 1.12% Add +833.7% 13,156 $8.2M
Atalanta Sosnoff Capital, LLC 0.20% Reduce -86.2% 13,107 $8.2M
Amalgamated Bank 0.07% Add +1.1% 13,082 $8.2M
Andra AP-fonden 0.13% Reduce -48.8% 12,900 $8.1M
Signet Financial Management, LLC 1.09% Add +0.8% 12,863 $8.1M
Polar Capital Holdings Plc 0.05% No change 12,818 $8.0M
Patton Albertson Miller Group, LLC 1.19% Reduce -13.8% 12,790 $8.0M
Carnegie Investment Counsel 0.19% Reduce -5.1% 13,962 $7.8M
Miller Investment Management, LP 0.86% Reduce -0.3% 12,410 $7.8M
Xponance LLC 0.08% Add +11.1% 12,394 $7.8M
Bank of Nova Scotia 0.02% Add +15.4% 12,211 $7.7M
ProShare Advisors LLC 0.02% Add +20.0% 12,196 $7.6M
Montag A & Associates Inc. 0.38% Add +0.6% 12,179 $7.6M
Intech Investment Management LLC 0.08% Add +311.4% 12,156 $7.6M
Stratos Wealth Partners, LTD. 0.12% Reduce -10.1% 11,961 $7.5M
CI Investments Inc. 0.03% Reduce -0.3% 11,906 $7.5M
Varma Mutual Pension Insurance Co 0.06% Add +2.5% 11,805 $7.4M
James Investment Research, Inc. 0.93% Reduce -3.6% 11,728 $7.3M
Kennedy Capital Management LLC 0.18% Reduce -1.8% 11,711 $7.3M
B. Metzler seel. Sohn & Co. AG 0.08% Add +3.8% 11,691 $7.3M
MML Investors Services, LLC 0.02% Reduce -7.0% 11,621 $7.3M
Twin Tree Management, LP 0.16% New 11,584 $7.3M
Point72 Asset Management 0.02% New 11,489 $7.2M
Central Bank & Trust Co. 1.20% Reduce -1.6% 11,466 $7.2M
Advisors Asset Management, Inc. 0.14% Reduce -11.9% 11,466 $7.2M
Callahan Advisors, LLC 0.68% Add +18.2% 11,320 $7.1M
Mission Wealth Management, LP 0.18% Reduce -14.1% 11,241 $7.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -6.1% 11,215 $7.0M
RBF Capital, LLC 0.43% Reduce -15.4% 11,000 $6.9M
Federated Hermes, Inc. 0.01% Reduce -14.3% 10,991 $6.9M
Utah Retirement Systems 0.08% No change 10,874 $6.8M
ASR Vermogensbeheer N.V. 0.10% — 10,799 $6.8M
Broadleaf Partners, LLC 1.72% Reduce -2.0% 10,478 $6.6M
Sigma Investment Counselors Inc. 0.40% Reduce -4.6% 10,436 $6.5M
iA Global Asset Management Inc. 0.11% Reduce -60.4% 10,398 $6.5M
Traynor Capital Management, Inc. 0.54% Reduce -0.9% 10,142 $6.4M
Financial Counselors Inc. 0.10% Add +50.6% 10,024 $6.3M
Factorial Partners, LLC 3.86% Reduce -1.0% 10,000 $6.3M
Boston Common Asset Management, LLC 0.19% Reduce -8.0% 9,993 $6.3M
USS Investment Management Ltd 0.05% No change 9,939 $6.2M
CIBC Asset Management Inc 0.02% Reduce -1.4% 9,910 $6.2M
Jag Capital Management, LLC 0.83% Reduce -61.1% 9,909 $6.2M
Sanctuary Advisors, LLC 0.04% Reduce -56.2% 9,906 $6.2M
Hudson Edge Investment Partners Inc. 1.26% Add +18.9% 9,898 $6.2M
Silvant Capital Management LLC 0.28% No change 9,883 $6.2M
Robeco Institutional Asset Management B.V. 0.01% Reduce -7.1% 9,833 $6.2M
Kovack Advisors, Inc. 0.65% Add +2.0% 9,823 $6.2M
Vanguard Personalized Indexing Management, LLC 0.09% Add +3.0% 9,812 $6.1M
State of Alaska, Department of Revenue 0.07% Add +30.3% 9,750 $6.1M
Wolverine Trading, LLC 0.19% Reduce -5.6% 9,700 $6.1M
Hedeker Wealth, LLC 1.64% Reduce -1.4% 9,715 $6.1M
Marsico Capital Management LLC 0.21% Reduce -51.5% 9,690 $6.1M
New York Life Investment Management LLC 0.06% Reduce -0.9% 9,665 $6.1M
Yousif Capital Management, LLC 0.07% Add +0.1% 9,620 $6.0M
Teacher Retirement System of Texas 0.03% Add +18.7% 9,598 $6.0M
Police & Firemen's Retirement System of New Jersey 0.06% No change 9,538 $6.0M
Shell Asset Management Co. 0.28% Reduce -4.2% 9,519 $6.0M
Douglass Winthrop Advisors, LLC 0.11% Reduce -0.9% 9,495 $6.0M
Pinebridge Investments, L.P. 0.05% Reduce -6.9% 9,468 $5.9M
F/m Investments LLC 0.24% Reduce -5.4% 9,453 $5.9M
Eastover Investment Advisors LLC 2.82% Add +0.7% 9,297 $5.8M
Eukles Asset Management 2.53% Add +3.0% 9,216 $5.8M
SFE Investment Counsel 1.14% Add +28.3% 9,131 $5.7M
Fulton Bank, N.A. 0.23% Reduce -1.5% 9,050 $5.7M
Advisory Services Network, LLC 0.11% Add +3.5% 9,038 $5.7M
Janus Henderson Group PLC 0.00% Reduce -16.3% 8,933 $5.6M
Public Sector Pension Investment Board 0.02% Add +8.6% 8,812 $5.5M
New England Research & Management, Inc. 2.78% Add +11.3% 8,745 $5.5M
SummitTX Capital, L.P. 0.24% — 8,712 $5.5M
Foster & Motley Inc. 0.34% Add +4.5% 8,699 $5.5M
Bokf, NA 0.10% Reduce -9.4% 8,690 $5.4M
Texas Yale Capital Corp. 0.22% Add +1.5% 8,578 $5.4M
North Growth Management Ltd. 1.13% No change 9,000 $5.4M
&partners 0.06% Reduce -2.9% 8,537 $5.4M
Jackson Wealth Management, LLC 0.65% Reduce -1.0% 8,540 $5.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -19.8% 8,526 $5.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -78.5% 8,438 $5.3M
Institute for Wealth Management, LLC. 0.68% Add +9.1% 8,391 $5.3M
Independent Advisor Alliance 0.17% Add +1.2% 8,345 $5.2M
Federation des caisses Desjardins du Quebec 0.03% Reduce -49.1% 8,334 $5.2M
Cumberland Advisors Inc. 2.37% Reduce -0.6% 8,325 $5.2M
Wealthfront Advisers LLC 0.01% Reduce -13.3% 8,117 $5.1M
Geneos Wealth Management Inc. 0.17% Add +54.5% 8,044 $5.0M
Tredje AP-fonden 0.05% Reduce -71.0% 8,029 $5.0M
Nissay Asset Management Corp. /Japan 0.03% Add +0.5% 8,005 $5.0M
Westport Asset Management Inc. 2.43% No change 8,000 $5.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +2.3% 7,994 $5.0M
Private Advisor Group, LLC 0.03% Add +11.7% 7,941 $5.0M
Cibc World Markets Corp. 0.04% Reduce -24.2% 7,891 $4.9M
Oak Ridge Investments LLC 0.41% Add +6.2% 7,880 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -3.4% 7,597 $4.8M
Pine Valley Investments Ltd Liability Co 0.31% Add +31.2% 7,585 $4.8M
Heritage Trust Co 0.57% Add +136.4% 7,443 $4.7M
Condor Capital Management 0.43% Add +0.8% 7,408 $4.6M
Kestra Advisory Services, LLC 0.02% Reduce -6.7% 7,295 $4.6M
Graybill Wealth Management, LTD. 1.55% — 7,203 $4.5M
Blair William & Co. 0.01% Reduce -15.0% 7,191 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.4% 7,160 $4.5M
Louisbourg Investments Inc. 1.22% Add +58.3% 9,158 $4.5M
Verdence Capital Advisors LLC 0.34% Add +6.8% 7,157 $4.5M
Knights of Columbus Asset Advisors LLC 0.31% Reduce -1.0% 7,155 $4.5M
Symmetry Investments LP 0.40% Reduce -10.4% 7,143 $4.5M
Huber Capital Management LLC 0.84% No change 7,140 $4.5M
RKL Wealth Management LLC 0.42% Reduce -1.3% 7,126 $4.5M
Steward Partners Investment Advisory, LLC 0.04% Add +7.5% 7,085 $4.4M
Engineers Gate Manager LP 0.07% Reduce -72.4% 7,040 $4.4M
Nilsine Partners, LLC 0.48% Add +0.7% 7,021 $4.4M
American Assets Investment Management, LLC 0.38% No change 7,000 $4.4M
OP Asset Management Ltd 0.07% — 6,945 $4.4M
Hudson Bay Capital Management LP 0.03% New 6,930 $4.3M
Empowered Funds, LLC 0.06% Add +12.3% 6,895 $4.3M
RBA Wealth Management, LLC 1.70% New 6,842 $4.3M
Mitchell Capital Management Co. 0.81% Add +20.5% 6,813 $4.3M
Alerus Financial NA 0.34% Add +77.7% 6,773 $4.2M
Abn Amro Investment Solutions 0.09% Add +1.0% 6,673 $4.2M
CIBC Private Wealth Group LLC 0.01% Reduce -39.6% 7,556 $4.2M
Public Employees Retirement Association of Colorado 0.02% No change 6,620 $4.1M
Leibman Financial Services, Inc. 3.22% Add +1.5% 6,603 $4.1M
GMO 0.01% Add +320.5% 6,589 $4.1M
Kerusso Capital Management LLC 2.62% Add +2.6% 6,583 $4.1M
Jefferies Financial Group Inc. 0.07% New 6,500 $4.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -50.4% 6,472 $4.1M
FIL Ltd 0.00% Reduce -28.0% 6,429 $4.0M
Benchmark Investment Advisors LLC 2.61% Add +13.7% 6,425 $4.0M
HB Wealth Management, LLC 0.03% Add +123.3% 6,425 $4.0M
NewEdge Wealth, LLC 0.07% Reduce -5.6% 6,401 $4.0M
Inspire Investing, LLC 0.47% Add +2.4% 6,340 $4.0M
Lido Advisors, LLC 0.02% Add +0.3% 6,283 $3.9M
Faithward Advisors, LLC 0.68% Reduce -2.8% 6,206 $3.9M
Hennion & Walsh Asset Management, Inc. 0.17% Reduce -1.9% 6,186 $3.9M
Kennedy Investment Group, Inc. 1.79% Reduce -2.1% 6,169 $3.9M
Pettee Investors, Inc. 2.29% Add +8.4% 6,140 $3.8M
CW Advisors, LLC 0.05% Reduce -8.9% 6,128 $3.8M
Bellwether Advisors, LLC 0.80% No change 6,113 $3.8M
SlateStone Wealth, LLC 0.38% Add +5.9% 6,087 $3.8M
Gilman Hill Asset Management, LLC 0.65% Add +3.3% 6,011 $3.8M
D.A. Davidson & Co. 0.03% Reduce -7.8% 6,009 $3.8M
Rakuten Investment Management, Inc. 0.02% — 5,978 $3.8M
Level Four Advisory Services, LLC 0.15% Reduce -3.4% 5,983 $3.7M
Litman Gregory Wealth Management LLC 0.32% New 5,944 $3.7M
MIdWestOne Financial Group, Inc. 0.52% Reduce -1.1% 5,888 $3.7M
Ethic Inc. 0.07% Reduce -6.8% 5,817 $3.7M
Arkadios Wealth Advisors 0.14% Add +862.6% 5,843 $3.7M
TD Waterhouse Canada Inc. 0.03% Add +26.8% 5,787 $3.7M
Thoroughbred Financial Services, LLC 0.23% Reduce -16.7% 5,785 $3.6M
UniSuper Management Pty Ltd 0.03% Add +9.9% 5,754 $3.6M
Caliber Wealth Management, LLC / KS 0.49% — 5,738 $3.6M
Consolidated Investment Group LLC 0.55% New 5,700 $3.6M
Impax Asset Management Group plc 0.02% Add +1.0% 5,649 $3.5M
Oregon Public Employees Retirement Fund 0.07% No change 5,628 $3.5M
Capital International Sarl 0.08% Add +66.4% 5,544 $3.5M
Woodline Partners LP 0.02% Add +40.0% 5,518 $3.5M
Westside Investment Management, Inc. 0.73% Add +6.3% 5,494 $3.4M
Occudo Quantitative Strategies LP 0.45% Add +1380.2% 5,447 $3.4M
Trustmark Bank Trust Department 0.25% Reduce -27.1% 5,431 $3.4M
Roundview Capital LLC 0.24% Add +5.5% 5,413 $3.4M
Caprock Group, LLC 0.10% Add +17.3% 5,386 $3.4M
Vanguard Capital Wealth Advisors 4.09% No change 5,316 $3.3M
Keeley-Teton Advisors, LLC 0.40% Reduce -3.6% 5,309 $3.3M
Avanza Fonder AB 0.11% Reduce -1.9% 5,136 $3.3M
TRUE Private Wealth Advisors 0.40% Reduce -5.1% 5,286 $3.3M
Rafferty Asset Management, LLC 0.01% Reduce -17.8% 5,282 $3.3M
Mizuho Securities USA LLC 0.07% Reduce -15.9% 5,229 $3.3M
Avantax Advisory Services, Inc. 0.02% Add +8.1% 5,225 $3.3M
MWA Asset Management 2.27% Add +51.0% 5,216 $3.3M
Penobscot Investment Management Company, Inc. 0.31% Add +26.5% 5,206 $3.3M
Equitable Holdings, Inc. 0.03% Add +23.1% 5,148 $3.2M
X-Square Capital, LLC 1.38% Add +2.0% 5,117 $3.2M
Gotham Asset Management 0.03% Reduce -42.6% 4,981 $3.1M
Forvis Mazars Wealth Advisors, LLC 0.07% Add +15.3% 4,863 $3.0M
New Age Alpha Advisors, LLC 0.14% Add +1.9% 4,853 $3.0M
Tudor Investment Corporation 0.03% Reduce -49.6% 4,829 $3.0M
M&T Bank Corp 0.01% Reduce -13.0% 4,804 $3.0M
Groesbeck Investment Management Corp. 4.20% Reduce -4.5% 4,790 $3.0M
South Dakota Investment Council 0.06% Add +3.3% 4,753 $3.0M
Benjamin Edwards Inc. 0.04% Add +0.8% 4,750 $3.0M
Brookwood Investment Group LLC 0.51% — 4,732 $3.0M
Arcadia Investment Management Corp. 0.54% Reduce -1.4% 4,722 $3.0M
Graphene Investments SAS 2.15% Add +23.7% 4,700 $2.9M
Eagle Rock Investment Company, LLC 0.51% Add +20.1% 4,700 $2.9M
Atria Investments, Inc 0.04% Add +52.9% 4,661 $2.9M
Waterloo Capital, L.P. 0.27% Add +4.9% 4,657 $2.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -6.2% 4,645 $2.9M
Orion Portfolio Solutions, LLC 0.03% Reduce -6.2% 4,645 $2.9M
Burns J W & Co. Inc. 0.38% Reduce -0.1% 4,644 $2.9M
Glenmede Trust Co. NA 0.02% Add +25.4% 4,633 $2.9M
Cwm, LLC 0.01% Reduce -0.6% 4,548 $2.9M
Kentucky Retirement Systems 0.09% Reduce -2.3% 4,470 $2.8M
Davidson Capital Management Inc. 0.75% Reduce -5.0% 4,417 $2.8M
Baer Investment Advisory LLC 3.58% Add +0.6% 3,202 $2.8M
Mirabaud & Cie SA 0.94% Add +83.8% 4,410 $2.8M
Cunning Capital Partners, LP 1.75% Reduce -0.6% 4,390 $2.8M
Danica Pension, Livsforsikringsaktieselskab 0.05% No change 4,326 $2.7M
Jain Global LLC 0.06% Add +131.1% 4,282 $2.7M
Tidal Investments LLC 0.02% Reduce -14.1% 4,281 $2.7M
Scotia Capital Inc. 0.01% Reduce -23.4% 4,267 $2.7M
Point72 (DIFC) Ltd 0.25% New 4,195 $2.6M
Mattson Financial Services, LLC 0.78% Add +37.6% 4,156 $2.6M
BDF-Gestion 0.28% No change 4,102 $2.6M
K.J. Harrison & Partners Inc 0.50% Reduce -32.8% 4,100 $2.6M
Summit Financial, LLC 0.07% Reduce -61.4% 4,062 $2.5M
Worldquant Millennium Advisors LLC 0.02% Reduce -94.8% 4,055 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -15.5% 4,015 $2.5M
Nebula Research & Development LLC 0.23% Reduce -8.2% 4,005 $2.5M
Los Angeles Capital Management LLC 0.01% Reduce -14.2% 3,989 $2.5M
Hartford Investment Management Co. 0.09% Reduce -2.2% 3,983 $2.5M
Banque Cantonale Vaudoise 0.11% — 3,977 $2.5M
Ameritas Investment Partners, Inc. 0.09% Add +11.5% 3,948 $2.5M
Richard Bernstein Advisors LLC 0.06% Reduce -4.1% 3,921 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +16.0% 3,920 $2.5M
Chesley Taft & Associates LLC 0.12% Reduce -1.4% 3,862 $2.4M
Gulf International Bank (UK) Ltd 0.08% Reduce -23.6% 3,861 $2.4M
Duncker Streett & Co. Inc. 0.48% Reduce -30.9% 3,855 $2.4M
Fifth Third Bancorp 0.01% Reduce -2.8% 3,850 $2.4M
Brookstone Capital Management 0.03% Add +118.5% 3,821 $2.4M
Florida Trust Wealth Management Co 0.08% Add +17.9% 3,802 $2.4M
Alpine Woods Capital Investors, LLC 0.60% No change 3,795 $2.4M
Jane Street Group, LLC 0.00% Reduce -95.0% 3,774 $2.4M
LRT Capital Management, LLC 1.61% Add +192.8% 3,754 $2.4M
Knollwood Investment Advisory, LLC 0.26% No change 3,753 $2.4M
Norinchukin Bank, The 0.04% Add +16.1% 3,750 $2.4M
U S Wealth Group, Llc. 1.84% No change 3,700 $2.3M
Generali Asset Management SPA SGR 0.06% Add +12.6% 3,683 $2.3M
Wealth Effects LLC 0.96% Add +1.5% 3,640 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -6.7% 3,626 $2.3M
Bessemer Group Inc. 0.00% Reduce -98.5% 3,605 $2.3M
Securian Asset Management, Inc. 0.07% No change 3,542 $2.2M
Snowden Capital Advisors LLC 0.07% Reduce -16.5% 3,540 $2.2M
WD Rutherford LLC 1.18% Add +3.7% 3,704 $2.2M
Flputnam Investment Management Co. 0.04% Reduce -63.7% 3,518 $2.2M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -6.5% 3,517 $2.2M
Louisiana State Employees Retirement System 0.04% No change 3,500 $2.2M
Congress Asset Management Co. 0.02% Reduce -13.8% 3,498 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -35.8% 3,460 $2.2M
Bank of New Hampshire 0.57% Add +2.3% 3,454 $2.2M
Pinnacle Associates Ltd. 0.03% Reduce -1.2% 3,404 $2.1M
Supplemental Annuity Collective Trust of NJ 0.67% No change 3,400 $2.1M
XTX Topco Ltd 0.11% Add +107.4% 3,399 $2.1M
Columbia Bank 0.74% Reduce -4.6% 3,398 $2.1M
Argent Trust Co 0.09% Add +27.6% 3,378 $2.1M
BTG Pactual Asset Management US LLC 0.27% Add +0.1% 3,354 $2.1M
Atlantic Edge Private Wealth Management, LLC 0.64% Add +0.6% 3,336 $2.1M
Bfsg, LLC 0.25% Add +2.7% 3,334 $2.1M
Zurich Insurance Group Ltd 0.02% No change 3,328 $2.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -73.4% 3,274 $2.1M
Argus Investors' Counsel, Inc. 1.57% Add +1.4% 3,298 $2.1M
Oppenheimer Asset Management Inc. 0.03% Reduce -41.7% 3,267 $2.0M
Choreo, LLC 0.03% Reduce -8.5% 3,252 $2.0M
Venture Visionary Partners LLC 0.09% Add +60.8% 3,239 $2.0M
Metis Global Partners, LLC 0.06% Add +13.5% 3,213 $2.0M
Landscape Capital Management, L.L.C. 0.18% Add +182.0% 3,209 $2.0M
Sabal Trust CO 0.11% Reduce -0.1% 3,202 $2.0M
Brandywine Oak Private Wealth LLC 0.20% Reduce -0.1% 3,184 $2.0M
UMB Bank, n.a. 0.03% Reduce -9.0% 3,162 $2.0M
Portman Square Capital LLP 1.73% New 3,147 $2.0M
Seelaus Asset Management LLC 1.90% Reduce -0.1% 3,121 $2.0M
Acropolis Investment Management, LLC 0.12% Reduce -7.6% 3,108 $1.9M
New Mexico Educational Retirement Board 0.07% Reduce -3.1% 3,100 $1.9M
Greatmark Investment Partners, Inc. 0.26% Reduce -0.3% 3,065 $1.9M
Maryland State Retirement & Pension System 0.05% Reduce -12.4% 3,061 $1.9M
Sowell Financial Services LLC 0.09% New 3,060 $1.9M
Panagora Asset Management Inc. 0.01% Reduce -4.3% 3,059 $1.9M
IFP Advisors, Inc 0.06% Reduce -12.2% 3,023 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% — 2,658 $1.9M
Principal Securities, Inc. 0.04% Add +0.1% 2,660 $1.9M
E. Ohman J:or Asset Management AB 0.05% No change 2,950 $1.8M
Raiffeisen Bank International AG 0.03% Reduce -2.0% 2,943 $1.8M
Erste Asset Management GmbH 0.02% Add +5.1% 2,937 $1.8M
NewEdge Advisors, LLC 0.01% Add +8.9% 2,941 $1.8M
Crossmark Global Holdings, Inc. 0.03% Add +40.9% 2,931 $1.8M
Vontobel Holding Ltd. 0.01% Reduce -25.8% 2,928 $1.8M
TD Private Client Wealth LLC 0.05% Add +70.2% 2,921 $1.8M
Great Lakes Retirement, Inc. 0.24% Reduce -1.1% 2,877 $1.8M
WINTON GROUP Ltd 0.11% New 2,839 $1.8M
Affinity Investment Advisors, LLC 1.44% Reduce -0.6% 2,830 $1.8M
Independent Solutions Wealth Management, LLC 0.39% Add +2.1% 2,811 $1.8M
Townsquare Capital LLC 0.02% Reduce -0.3% 2,802 $1.8M
RB Capital Management, LLC 0.44% Add +0.8% 2,774 $1.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -58.0% 2,940 $1.7M
Harvest Portfolios Group Inc. 0.05% Add +28.4% 2,747 $1.7M
Wolf Group Capital Advisors 0.58% Reduce -22.7% 2,736 $1.7M
Dakota Wealth Management 0.04% Reduce -34.3% 2,723 $1.7M
Wilmington Savings Fund Society, FSB 0.03% Reduce -1.6% 2,720 $1.7M
Talon Private Wealth, LLC 0.23% Add +6812.8% 2,696 $1.7M
Kendall Capital Management 0.49% Reduce -5.2% 2,687 $1.7M
Jensen Investment Management Inc. 0.02% New 2,680 $1.7M
Millennium Capital Advisors, LLC 1.23% Add +1.9% 2,657 $1.7M
EFG Asset Management (North America) Corp. 0.28% Reduce -37.6% 2,653 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -0.9% 2,649 $1.7M
V-Square Quantitative Management LLC 0.24% Add +6.5% 2,637 $1.7M
Brown Financial Advisors 0.68% Add +44.0% 2,633 $1.6M
B. Riley Wealth Advisors, Inc. 0.05% Add +7.9% 2,600 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +31.8% 2,587 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +62.9% 2,581 $1.6M
Commerce Bank 0.01% Reduce -1.3% 2,579 $1.6M
Caldwell Trust Co 0.17% Add +2.2% 2,564 $1.6M
Meeder Advisory Services, Inc. 0.10% Add +7.7% 2,555 $1.6M
Allen Investment Management, LLC 0.02% Reduce -9.4% 2,537 $1.6M
EPG Wealth Management LLC 0.44% Add +8.6% 2,520 $1.6M
Denali Advisors LLC 0.18% Reduce -0.9% 2,520 $1.6M
Integrity Alliance, Llc. 0.06% New 2,469 $1.5M
Red Cedar Investment Management, LLC 0.21% No change 2,458 $1.5M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.0% 2,434 $1.5M
Achmea Investment Management B.V. 0.02% Add +47.6% 2,431 $1.5M
Wealthcare Advisory Partners LLC 0.04% Add +0.6% 2,426 $1.5M
Investment Management Corp of Ontario 0.03% New 2,426 $1.5M
Coldstream Capital Management Inc. 0.03% Reduce -1.2% 2,420 $1.5M
Empirical Finance, LLC 0.09% Add +2.1% 2,404 $1.5M
ExodusPoint Capital Management, LP 0.02% Reduce -87.8% 2,348 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.25% Reduce -7.7% 2,341 $1.5M
Private Trust Co. NA 0.15% Add +3.9% 2,337 $1.5M
Dana Investment Advisors, Inc. 0.05% Reduce -6.3% 2,316 $1.5M
Sigma Planning Corp 0.05% Add +19.9% 2,311 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 2,300 $1.4M
Rothschild Investment LLC 0.10% Reduce -5.2% 2,294 $1.4M
Unified Investment Management 1.70% Reduce -5.5% 2,289 $1.4M
Finivi Inc. 1.15% Add +5.4% 2,286 $1.4M
MBM Wealth Consultants, LLC 0.42% Add +1.6% 2,276 $1.4M
CreativeOne Wealth, LLC 0.04% Add +0.9% 2,272 $1.4M
Hudson Value Partners, LLC 0.52% Reduce -0.5% 2,228 $1.4M
Spire Wealth Management 0.04% Add +1.8% 2,227 $1.4M
Dumont & Blake Investment Advisors LLC 0.39% Add +0.3% 2,226 $1.4M
Elevation Point Wealth Partners, LLC 0.12% Add +32.9% 2,220 $1.4M
Hilltop Holdings Inc. 0.09% Add +0.7% 2,188 $1.4M
IHT Wealth Management, LLC 0.04% Add +10.2% 2,181 $1.4M
NorthCoast Asset Management LLC 0.01% Add +1.0% 2,172 $1.4M
SteelPeak Wealth, LLC 0.06% No change 2,154 $1.3M
Jacobi Capital Management LLC 0.10% Add +12.3% 2,148 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 2,141 $1.3M
Diversified Trust Co. 0.03% Reduce -4.8% 2,132 $1.3M
Mission Creek Capital Partners, Inc. 0.32% Reduce -11.5% 2,117 $1.3M
Jones Financial Companies LLLP 0.00% Add +43.4% 2,103 $1.3M
Ieq Capital, LLC 0.01% Add +50.4% 2,094 $1.3M
Ontario Teachers Pension Plan Board 0.02% Reduce -27.6% 2,079 $1.3M
Scopus Asset Management, L.P. 0.05% Add +10.9% 2,078 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.3% 2,077 $1.3M
Nomura Holdings Inc. 0.01% Reduce -4.0% 2,070 $1.3M
Lebenthal Global Advisors, LLC 0.24% Reduce -5.0% 2,060 $1.3M
Ostrum Asset Management 0.07% Reduce -1.1% 2,045 $1.3M
Wedmont Private Capital 0.07% Add +0.6% 2,175 $1.3M
Plato Investment Management Ltd 0.11% Reduce -26.4% 2,001 $1.3M
Ascentis Wealth Management, LLC 0.41% Add +5289.2% 1,994 $1.3M
RedJay Asset Management Inc. 0.68% New 2,000 $1.3M
Williams Jones Wealth Management, LLC. 0.02% Add +11.2% 1,987 $1.2M
HighPoint Advisor Group LLC 0.07% Add +67.5% 1,976 $1.2M
HUB Investment Partners, LLC 0.05% Add +47.3% 1,982 $1.2M
TigerOak Management, L.L.C. 0.47% No change 1,950 $1.2M
Ashton Thomas Private Wealth, LLC 0.05% Add +4.7% 1,949 $1.2M
Keybank National Association 0.00% Reduce -1.6% 1,944 $1.2M
Caxton Associates LLP 0.04% — 1,915 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.09% New 1,904 $1.2M
Thompson Siegel & Walmsley LLC 0.02% New 1,900 $1.2M
Harbor Investment Advisory, LLC 0.12% Add +339.8% 1,891 $1.2M
Wedbush Securities Inc. 0.04% Add +15.8% 1,879 $1.2M
Searle & Co. 0.34% New 1,875 $1.2M
Walleye Capital LLC 0.01% Reduce -96.1% 1,871 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -52.9% 1,868 $1.2M
Virtus Investment Advisers, LLC 0.32% New 1,855 $1.2M
RFG Advisory, LLC 0.03% Reduce -11.9% 1,836 $1.2M
Guggenheim Capital LLC 0.01% Reduce -21.8% 1,834 $1.1M
Atlas Capital Advisors Inc. 0.14% No change 1,832 $1.1M
Independent Financial Group, LLC 0.04% Add +33.1% 1,823 $1.1M
Park Avenue Securities LLC 0.01% Add +5.1% 1,818 $1.1M
Mgo One Seven LLC 0.04% Reduce -43.2% 1,799 $1.1M
1248 Management, LLC 0.48% Reduce -11.7% 1,795 $1.1M
Wealthspire Advisors, LLC 0.01% Add +136.7% 1,792 $1.1M
Clearstead Advisors, LLC 0.02% Add +4.9% 1,784 $1.1M
Barings LLC 0.03% Add +3.7% 1,780 $1.1M
Graham Capital Management, L.P. 0.05% New 1,776 $1.1M
EP Wealth Advisors, LLC 0.01% Add +9.5% 1,775 $1.1M
Redwood Investments, LLC 0.41% Reduce -0.9% 1,767 $1.1M
Squarepoint Ops LLC 0.00% Reduce -92.8% 1,754 $1.1M
Pitcairn Co. 0.07% Add +4.7% 1,735 $1.1M
Semus Wealth Partners LLC 0.76% Add +13.3% 1,735 $1.1M
World Investment Advisors 0.03% Add +0.2% 1,734 $1.1M
Ionic Capital Management LLC 2.02% Reduce -28.8% 1,730 $1.1M
Greenleaf Trust 0.01% Add +3.6% 1,727 $1.1M
Hancock Whitney Corp. 0.04% Add +1.1% 1,724 $1.1M
Probity Advisors, Inc. 0.21% Reduce -0.8% 1,723 $1.1M
Kestra Private Wealth Services, LLC 0.02% Add +7.0% 1,720 $1.1M
International Assets Investment Management, LLC 0.09% Add +2.2% 1,706 $1.1M
Northwest & Ethical Investments L.P. 0.03% Add +374.4% 1,708 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +11.3% 1,693 $1.1M
Schear Investment Advisers, LLC 0.61% Reduce -3.3% 1,687 $1.1M
Full Sail Capital, LLC 0.07% Add +0.4% 1,674 $1.0M
Systematic Alpha Investments, LLC 0.04% No change 1,674 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -0.2% 1,664 $1.0M
Pecaut & Co. 0.35% Add +0.1% 1,653 $1.0M
Aptus Capital Advisors, LLC 0.01% Reduce -5.4% 1,649 $1.0M
Banque Pictet & Cie SA 0.01% No change 1,635 $1.0M
AMG National Trust Bank 0.03% Reduce -0.9% 1,630 $1.0M
Lindbrook Capital, LLC 0.09% Reduce -22.1% 1,622 $1.0M
Nations Financial Group Inc, /Ia/ 0.08% Add +2.6% 1,618 $1.0M
Ritholtz Wealth Management 0.03% No change 1,618 $1.0M
Signaturefd, LLC 0.02% Reduce -9.1% 1,606 $1.0M
Illinois Municipal Retirement Fund 0.01% Reduce -38.0% 1,592 $998K
United Services Automobile Association 0.03% New 1,589 $997K
Assetmark, Inc. 0.00% Add +2.1% 1,533 $961K
Transatlantique Private Wealth LLC 0.38% Add +122.3% 1,532 $960K
Harbour Investments, Inc. 0.03% Reduce -1.0% 1,521 $953K
Arcataur Capital Management LLC 0.32% No change 1,517 $951K
BTC Capital Management, Inc. 0.09% Add +27.2% 1,514 $949K
Dynasty Wealth Management, LLC 0.02% Reduce -2.1% 1,504 $942K
Harbor Advisors LLC 0.16% No change 1,500 $940K
Cardiff Park Advisors, LLC 0.09% No change 1,500 $940K
Praxis Investment Management Inc. 0.06% Reduce -20.2% 1,500 $940K
Hollencrest Capital Management 0.04% Reduce -2.2% 1,499 $939K
AlphaQuest LLC 0.10% Add +28.8% 1,493 $936K
Daymark Wealth Partners, LLC 0.04% Add +2.2% 1,491 $934K
Marex Group Ltd 0.02% New 1,477 $926K
Apollon Wealth Management, LLC 0.02% Add +11.1% 1,449 $908K
Guidance Capital, Inc. 0.28% Add +23.5% 1,361 $906K
SeaBridge Investment Advisors LLC 0.20% Reduce -2.7% 1,441 $903K
Capital Insight Partners, LLC 0.16% Add +3.9% 1,437 $901K
Souders Financial Advisors 0.12% Reduce -53.9% 1,427 $894K
Parkside Financial Bank & Trust 0.11% Add +35.0% 1,420 $890K
D. E. Shaw & Co. 0.00% Reduce -57.0% 1,420 $890K
Sequoia Financial Advisors, LLC 0.01% Reduce -8.9% 1,420 $890K
GAMMA Investing LLC 0.07% Add +24.1% 1,416 $887K
Clarius Group, LLC 0.06% Add +187.6% 1,415 $887K
Allstate Corp. 0.03% Reduce -28.7% 1,394 $874K
Great Point Wealth Advisors, LLC 0.19% Reduce -20.4% 1,392 $872K
Harbor Capital Advisors, Inc. 0.04% Reduce -60.2% 1,378 $864K
Parallel Advisors, LLC 0.02% Reduce -4.4% 1,377 $863K
Inspire Advisors, LLC 0.10% Add +13.6% 1,376 $862K
Pettyjohn, Wood & White, Inc. 0.16% New 1,368 $857K
Fiduciary Alliance LLC 0.08% Reduce -3.9% 1,365 $855K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.8% 1,353 $848K
SWP Investment Management LLC 1.05% — 1,343 $842K
Silver Oak Securities, Incorporated 0.08% Reduce -21.1% 1,340 $841K
AE Wealth Management LLC 0.01% Reduce -46.0% 1,342 $841K
MAI Capital Management 0.01% Reduce -20.8% 1,339 $839K
Tectonic Advisors LLC 0.05% Add +9.9% 1,337 $838K
Quadrant Capital Group LLC 0.03% Add +130.7% 1,331 $834K
Independent Investors Inc. 0.18% No change 1,330 $834K
Cresset Asset Management, LLC 0.00% Add +17.8% 1,328 $832K
HMS Capital Management, LLC 0.46% New 1,470 $824K
Savant Capital, LLC 0.01% Reduce -6.3% 1,313 $823K
Aviso Wealth Management 0.44% Reduce -0.8% 1,308 $820K
Ballentine Partners, LLC 0.01% Add +19.9% 1,303 $817K
Alberta Investment Management Corp 0.01% Reduce -38.1% 1,300 $815K
PFG Investments, LLC 0.05% Add +0.2% 1,299 $814K
Copperwynd Financial, LLC 0.22% Add +3.7% 1,295 $812K
Agf Management Ltd. 0.00% Reduce -32.3% 1,290 $808K
Leonteq Securities AG 0.06% Add +57.5% 1,282 $803K
Inscription Capital, LLC 0.13% — 1,100 $793K
Paladin Wealth, LLC 0.71% Add +21.2% 1,257 $788K
DGS Capital Management, LLC 0.21% Reduce -4.0% 1,257 $788K
Wolff Wiese Magana LLC 0.53% Add +33.7% 1,254 $786K
Syon Capital LLC 0.06% Add +11.6% 1,244 $780K
American Trust 0.19% Add +1.1% 1,242 $778K
Modera Wealth Management, LLC 0.01% Reduce -2.5% 1,229 $770K
Versor Investments LP 0.13% Reduce -2.7% 1,228 $770K
Fox Run Management, L.L.C. 0.12% Reduce -47.8% 1,228 $770K
Vestcor Inc 0.03% Add +0.2% 1,211 $759K
Optas, LLC 0.13% Add +6.9% 1,183 $741K
Ranch Capital Advisors Inc. 0.35% Add +0.3% 1,177 $737K
Point72 Asia (Singapore) Pte. Ltd. 0.19% New 1,174 $736K
StoneX Group Inc. 0.04% Add +0.3% 1,173 $735K
Mufg Securities Americas Inc. 0.08% Add +19.3% 1,156 $724K
Fiduciary Trust Co 0.01% Reduce -6.7% 1,149 $720K
Welch Group, LLC 0.03% Reduce -1.5% 1,145 $719K
Bremer Bank National Association 0.13% Add +0.2% 1,138 $713K
Fidelis Capital Partners, LLC 0.08% Reduce -10.0% 1,125 $713K
Hodges Capital Management Inc. 0.07% No change 1,133 $710K
Paragon Private Wealth Management, LLC 0.33% Add +13.8% 1,122 $703K
LGT Fund Management Co Ltd. 0.06% Add +67.2% 1,120 $702K
Prospera Financial Services Inc 0.02% Add +70.8% 1,115 $699K
Patrick M Sweeney & Associates, Inc. 0.52% Reduce -1.3% 1,110 $696K
Locust Wood Capital Advisers, LLC 0.02% New 1,110 $696K
Romano Brothers and Company 0.09% No change 1,109 $695K
Horizon Investments, LLC 0.02% Add +2.5% 1,108 $694K
Pittenger & Anderson Inc. 0.03% Add +24.1% 1,103 $691K
Spirepoint Private Client, LLC 0.09% Add +2.0% 1,102 $691K
One Wealth Advisors, LLC 0.10% New 1,100 $689K
Peddock Capital Advisors, LLC 0.17% Reduce -5.8% 1,097 $687K
Semanteon Capital Management, LP 0.37% New 1,087 $681K
Argentarii, LLC 0.34% Add +1.4% 1,085 $680K
RiverPark Advisors, LLC 0.59% New 1,085 $680K
Koshinski Asset Management, Inc. 0.06% Reduce -3.0% 1,080 $677K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -1.0% 1,079 $676K
Mather Group, Llc. 0.01% Add +16.1% 1,077 $675K
Illumine Investment Management, LLC 0.55% No change 1,076 $674K
NorthRock Partners, LLC 0.02% Reduce -4.7% 1,067 $669K
LMR Partners LLP 0.02% Add +169.0% 1,060 $664K
Sonora Investment Management Group, LLC 0.05% Add +1.0% 1,052 $659K
Beacon Pointe Advisors, LLC 0.01% Reduce -15.0% 1,040 $652K
Cadent Capital Advisors, LLC 0.25% Reduce -18.5% 1,037 $650K
Enterprise Financial Services Corp 0.38% Reduce -13.5% 1,019 $639K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -2.0% 1,018 $638K
Archer Investment Corp 0.16% Reduce -21.7% 1,011 $634K
Adell Harriman & Carpenter Inc. 0.05% Add +24.0% 1,009 $632K
OneDigital Investment Advisors LLC 0.01% Add +46.9% 1,009 $632K
Piar LLC 0.70% No change 1,007 $631K
Consultiva Wealth Management, Corp. 2.15% New 1,000 $627K
Corient IA LP 0.45% — 1,000 $627K
Canandaigua National Bank & Trust Co. 0.06% Reduce -6.8% 1,000 $627K
WBH Advisory Inc. 0.06% No change 1,000 $627K
Maven Securities LTD 0.14% New 986 $618K
Genus Capital Management Inc. 0.09% — 985 $617K
Intellectus Partners, LLC 0.15% New 974 $610K
Silvercrest Asset Management Group LLC 0.00% Add +9.1% 964 $604K
Dynamic Advisor Solutions LLC 0.02% New 960 $602K
Landing Point Financial Group, LLC 0.45% Reduce -2.5% 955 $598K
Roman Butler Fullerton & Co. 0.23% Reduce -0.5% 1,000 $597K
Bridgewater Advisors Inc. 0.05% New 946 $596K
DAVENPORT & Co LLC 0.00% Reduce -5.0% 951 $596K
Delta Investment Management, LLC 0.12% Reduce -1.9% 950 $595K
Stiles Financial Services Inc 0.23% Add +51.4% 945 $593K
Mitchell McLeod Pugh & Williams Inc. 0.12% No change 945 $592K
NEOS Investment Management LLC 0.01% No change 939 $588K
Keel Point, LLC 0.05% Add +9.3% 931 $583K
Evermay Wealth Management LLC 0.08% No change 920 $577K
Fifth Third Wealth Advisors LLC 0.03% Add +18.2% 917 $575K
Capital International, Inc. 0.01% New 917 $575K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +13.1% 913 $572K
Ogorek Anthony Joseph /NY/ 0.19% Add +0.8% 907 $568K
Garda Capital Partners LP 0.31% New 891 $558K
PFG Advisors 0.03% Add +4.3% 883 $553K
Clifford Swan Investment Counsel LLC 0.02% Add +0.2% 881 $552K
Collective Family Office LLC 0.15% Reduce -20.1% 872 $546K
Worth Financial Advisory Group, LLC 0.35% Reduce -5.1% 868 $544K
Farther Finance Advisors, LLC 0.01% Add +101.6% 859 $543K
Norden Group LLC 0.06% Reduce -3.5% 862 $540K
Procyon Advisors, LLC 0.03% Add +12.3% 857 $537K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -3.1% 854 $536K
Aigen Investment Management, LP 0.09% Add +111.9% 854 $535K
1776 Wealth LLC 0.24% No change 850 $533K
CVA Family Office, LLC 0.08% Reduce -0.6% 845 $530K
Old National Bancorp 0.01% Add +3.2% 839 $526K
Profit Investment Management, LLC 0.49% New 837 $525K
TBH Global Asset Management, LLC 0.10% Reduce -2.4% 830 $520K
Fielder Capital Group LLC 0.15% Reduce -0.2% 828 $519K
Wellington Management Group LLP 0.00% Reduce -1.0% 826 $518K
Bayesian Capital Management, LP 0.09% Reduce -60.3% 826 $518K
First Bank & Trust 0.10% Add +0.7% 819 $513K
Foundations Investment Advisors, LLC 0.01% Add +14.1% 817 $512K
Vinva Investment Management Ltd 0.02% Add +43.3% 814 $511K
Dark Forest Capital Management LP 0.02% New 812 $509K
Waverly Advisors, LLC 0.01% New 811 $508K
Financial Management Network Inc. 0.11% Add +42.6% 897 $503K
Olde Wealth Management, LLC 0.18% No change 800 $501K
Cooper Financial Group 0.07% Add +5.6% 794 $498K
Ascentis Independent Advisors 0.10% Add +25.0% 791 $496K
Valmark Advisers, Inc. 0.01% No change 788 $494K
Allworth Financial LP 0.00% Add +0.4% 762 $493K
Capstone Wealth Management Group LLC 0.39% Reduce -10.8% 784 $491K
Nemes Rush Group LLC 0.06% Add +6.2% 783 $491K
Journey Strategic Wealth LLC 0.02% Add +3.2% 781 $490K
Callan Family Office, LLC 0.04% Reduce -30.5% 781 $489K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -85.6% 779 $488K
Keebeck Wealth Management 0.07% No change 776 $486K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -74.4% 775 $486K
Investment Management Corp. /Va/ 0.44% Add +23.4% 774 $485K
Forum Financial Management, LP 0.01% Add +2.9% 771 $483K
SeaCrest Wealth Management, LLC 0.05% Add +0.7% 769 $482K
Premier Path Wealth Partners, LLC 0.07% Reduce -12.0% 768 $481K
Smartleaf Asset Management LLC 0.05% Reduce -2.4% 765 $480K
Siemens Fonds Invest GmbH 0.03% New 758 $475K
Oddo BHF Asset Management Sas 0.02% Reduce -85.3% 745 $467K
Valeo Financial Advisors, LLC 0.01% Add +7.8% 742 $465K
CNB Bank 0.24% Add +16.9% 741 $464K
Axq Capital, LP 0.19% Add +99.7% 741 $464K
Rwa Wealth Partners, LLC 0.01% Reduce -2.9% 713 $447K
Haverford Trust Co 0.00% Add +0.1% 713 $447K
Campbell & CO Investment Adviser LLC 0.03% Reduce -84.9% 711 $446K
KPP Advisory Services LLC 0.08% Add +50.1% 710 $445K
Welch & Forbes LLC 0.01% No change 707 $443K
Cornerstone Wealth Management, LLC 0.03% Add +28.9% 705 $442K
Profund Advisors LLC 0.02% Reduce -10.9% 704 $441K
Swisher Financial Concepts, Inc. 0.36% New 701 $440K
Bay Capital Advisors, LLC 0.37% No change 701 $439K
Schechter Investment Advisors, LLC 0.04% Reduce -8.5% 698 $437K
Natural Investments, LLC 0.12% New 693 $434K
Sax Wealth Advisors, LLC 0.03% Add +43.9% 688 $431K
Stratos Wealth Advisors, LLC 0.02% Add +6.5% 684 $429K
Elgethun Capital Management 0.10% Add +12.3% 683 $428K
Leslie Global Wealth, LLC 0.21% Add +0.4% 682 $427K
Asset Allocation & Management Company, LLC 0.21% No change 674 $422K
Heritage Wealth Advisors 0.02% No change 669 $419K
Kenora Financial, LLC 0.17% Reduce -47.9% 667 $418K
Leigh Baldwin & Co., LLC 0.34% No change 667 $418K
Focus Financial Network, Inc. 0.02% No change 666 $417K
Qtron Investments LLC 0.06% Reduce -48.7% 665 $417K
Calton & Associates, Inc. 0.09% Add +62.9% 663 $416K
Cigna Investments Inc. 0.08% Reduce -2.9% 661 $414K
Torray Investment Partners LLC 0.06% No change 660 $414K
Klingman & Associates, LLC 0.03% Reduce -1.5% 659 $413K
One Capital Management, LLC 0.01% Add +17.3% 659 $413K
Paradigm Asset Management Co. LLC 0.11% No change 658 $412K
HRT Financial LP 0.00% Reduce -95.9% 658 $412K
Conning Inc. 0.02% Reduce -48.1% 657 $412K
Compound Planning, Inc. 0.02% Add +6.8% 655 $411K
First Citizens Bank & Trust Co. 0.01% Reduce -45.5% 650 $407K
Steel Grove Capital Advisors, LLC 0.06% Add +61.5% 646 $405K
Larson Financial Group LLC 0.02% Add +37.9% 633 $397K
CenterBook Partners LP 0.03% Reduce -88.2% 632 $396K
Sargent Investment Group, LLC 0.06% Add +12.8% 627 $393K
Gsa Capital Partners LLP 0.04% Reduce -34.7% 624 $391K
Westmount Partners, LLC 0.12% Add +19.1% 623 $391K
Values First Advisors, Inc. 0.23% Add +205.4% 623 $390K
Kingsview Wealth Management, LLC 0.01% Reduce -78.8% 622 $390K
Baker Avenue Asset Management, LP 0.01% Add +6.0% 615 $386K
Aristeia Capital, L.L.C. 0.02% Reduce -12.3% 612 $384K
Synovus Financial Corp. 0.00% Add +0.5% 610 $382K
Cornerstone Select Advisors, LLC 0.36% Add +2.0% 610 $382K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -4.7% 609 $382K
Commerzbank Aktiengesellschaft 0.01% No change 605 $380K
AdvisorShares Investments LLC 0.07% No change 600 $379K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -3.1% 601 $377K
Middleton & Co. Inc. 0.04% No change 600 $376K
SLT Holdings LLC 0.37% Reduce -2.8% 599 $375K
Summit X, LLC 0.08% Add +44.2% 597 $374K
Checchi Capital Advisers, LLC 0.03% Add +6.1% 595 $373K
Ascent Wealth Partners, LLC 0.05% Add +11.4% 594 $372K
Advisor Resource Council 0.03% New 589 $369K
BOS Asset Management, LLC 0.13% No change 588 $369K
Americana Partners, LLC 0.01% Reduce -10.5% 587 $368K
Parallax Volatility Advisers, L.P. 0.01% Reduce -97.3% 585 $367K
Perigon Wealth Management, LLC 0.01% Reduce -3.6% 584 $366K
Evergreen Capital Management LLC 0.01% Add +9.8% 582 $365K
Range Financial Group LLC 0.16% Add +5.5% 580 $363K
Moss Adams Wealth Advisors LLC 0.04% Reduce -14.8% 578 $362K
Cordgrass Capital Advisors, LLC 0.10% New 578 $362K
HCR Wealth Advisors 0.05% Reduce -0.2% 575 $360K
CX Institutional 0.01% Add +10.7% 571 $358K
Hudock, Inc. 0.06% Add +0.3% 571 $358K
Falcon Wealth Planning 0.04% Reduce -2.7% 567 $355K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +4.6% 566 $355K
Edmond DE Rothschild Holding S.A. 0.01% New 566 $355K
Arax Advisory Partners 0.02% Add +8.4% 566 $355K
Confluence Wealth Services, Inc. 0.02% New 602 $355K
Relyea Zuckerberg Hanson LLC 0.05% Add +14.8% 565 $354K
Precision Wealth Strategies, LLC 0.27% Add +17.1% 562 $352K
Twin Capital Management Inc. 0.04% Reduce -5.4% 560 $351K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -95.1% 558 $350K
First Horizon Advisors, Inc. 0.01% Reduce -2.1% 554 $347K
Fort Washington Investment Advisors Inc. 0.00% Reduce -13.7% 554 $347K
Magnus Financial Group LLC 0.03% Add +42.8% 554 $347K
Key Financial Inc 0.08% Add +1.6% 553 $347K
Alpha Cubed Investments, LLC 0.02% Add +0.9% 552 $346K
Everhart Financial Group, Inc. 0.05% Add +5.3% 551 $345K
Geneva Partners, LLC 0.18% Reduce -39.9% 550 $345K
Lazard Asset Management LLC 0.00% Reduce -32.9% 551 $344K
Rehmann Capital Advisory Group 0.02% Reduce -5.5% 547 $343K
Plancorp, LLC 0.01% Add +43.6% 547 $343K
Counterpoint Mutual Funds LLC 0.05% New 546 $342K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.1% 545 $341K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -4.9% 540 $338K
Evercore Wealth Management, LLC 0.01% Reduce -0.4% 538 $337K
BSW Wealth Partners 0.05% Reduce -4.5% 537 $337K
Essex Financial Services, Inc. 0.02% Reduce -14.8% 534 $335K
Sagespring Wealth Partners, LLC 0.01% Add +13.4% 532 $333K
Merit Financial Group, LLC 0.01% Reduce -58.8% 530 $332K
Aaron Wealth Advisors LLC 0.04% Reduce -46.3% 530 $332K
180 Wealth Advisors, LLC 0.05% Reduce -58.3% 528 $331K
Ramsay, Stattman, Vela & Price, Inc. 0.06% New 525 $329K
Fearless Solutions, LLC dba Best Invest 0.25% Add +5.9% 522 $327K
Transcend Capital Advisors, LLC 0.02% Add +1.4% 520 $326K
Alteri Wealth LLC 0.14% Add +15.1% 517 $324K
Parsons Capital Management Inc. 0.02% No change 515 $323K
Leavell Investment Management, Inc. 0.02% Add +3.6% 515 $323K
CENTRAL TRUST Co 0.01% Reduce -23.7% 514 $322K
Mutual Advisors, LLC 0.01% Add +63.0% 507 $321K
Salem Investment Counselors Inc. 0.01% Add +1.4% 511 $320K
Freedom Investment Management, Inc. 0.03% Add +9.2% 510 $319K
Arete Wealth Advisors, LLC 0.02% Reduce -17.3% 507 $317K
Brighton Jones LLC 0.01% Add +5.4% 504 $316K
Concurrent Investment Advisors, LLC 0.01% Add +12.0% 503 $315K
Shelton Capital Management 0.01% Reduce -2.5% 503 $315K
Impact Capital Partners LLC 0.11% Add +2.9% 502 $315K
MBB Public Markets I LLC 0.04% New 501 $314K
Harvest Management LLC 0.15% New 500 $313K
Aries Wealth Management 0.09% No change 500 $313K
Scissortail Wealth Management, LLC 0.08% No change 500 $313K
Deltec Asset Management LLC 0.07% No change 500 $313K
Frank, Rimerman Advisors LLC 0.02% New 500 $313K
Fayez Sarofim & Co 0.00% No change 500 $313K
Neville Rodie & Shaw Inc. 0.02% No change 500 $313K
Verus Capital Partners, LLC 0.03% Add +59.4% 494 $310K
Grant/GrossMendelsohn, LLC 0.17% No change 490 $308K
HBK Sorce Advisory LLC 0.01% Add +4.0% 490 $307K
PDS Planning, Inc 0.03% Add +5.8% 489 $306K
Financial Partners Group, Inc 0.05% Reduce -0.8% 483 $303K
Meridian Wealth Management, LLC 0.01% New 482 $302K
LVZ, Inc. 0.04% Add +9.6% 481 $301K
Seeds Investor LLC 0.08% Reduce -4.6% 480 $301K
Integrated Investment Consultants, LLC 0.06% Add +29.8% 479 $300K
Chicago Partners Investment Group LLC 0.01% Add +33.0% 459 $299K
EntryPoint Capital, LLC 0.14% New 477 $299K
Cannon Advisors, Inc. 0.27% New 476 $298K
Harvest Fund Management Co., Ltd 0.01% No change 424 $298K
First National Trust Co 0.01% Reduce -7.6% 472 $296K
Western Wealth Management, LLC 0.02% Reduce -43.3% 467 $292K
Resonant Capital Advisors, LLC 0.02% Reduce -2.9% 466 $292K
Arcus Capital Partners, LLC 0.12% Add +2.2% 465 $291K
Cascade Investment Group, Inc. 0.22% No change 460 $288K
Legacy Capital Wealth Partners, LLC 0.07% Add +8.0% 459 $288K
GTS Securities LLC 0.01% Add +9.9% 457 $286K
Realta Investment Advisors 0.13% Add +25.2% 457 $286K
J.W. Cole Advisors, Inc. 0.01% Reduce -22.8% 455 $285K
Sandhill Capital Partners LLC 0.02% Reduce -10.0% 452 $283K
Simplicity Wealth,LLC 0.02% Add +8.2% 451 $283K
Rathbones Group PLC 0.00% Reduce -2.2% 451 $283K
Terra Nova Asset Management LLC 0.22% No change 450 $282K
Darden Wealth Group Inc 0.22% No change 450 $282K
Accent Capital Management, LLC 0.16% No change 450 $282K
City National Bank of Florida 0.25% Add +9.3% 449 $281K
Elmwood Wealth Management, Inc. 0.11% No change 446 $280K
Claro Advisors Inc. 0.04% Reduce -2.6% 443 $278K
Marietta Investment Partners LLC 0.07% Reduce -95.3% 440 $276K
Opal Wealth Advisors, LLC 0.08% Add +7.7% 434 $272K
Quantum Financial Advisors, LLC 0.04% No change 434 $272K
Composition Wealth, LLC 0.01% Reduce -0.2% 434 $272K
Huntington National Bank 0.00% Add +11.9% 431 $270K
DeDora Capital, Inc. 0.08% Add +0.7% 431 $270K
First County Bank 0.15% Reduce -0.5% 430 $269K
Tennessee Valley Asset Management Partners 0.04% No change 430 $269K
Bright Futures Wealth Management, LLC. 0.30% Reduce -16.6% 469 $268K
Graypoint LLC 0.02% Add +13.0% 426 $267K
GPS Wealth Strategies Group, LLC 0.04% Reduce -2.1% 425 $266K
Capital Advisors, Ltd. LLC 0.03% Add +1.9% 423 $265K
ORBA Wealth Advisors, L.L.C. 0.13% No change 422 $264K
Bouchey Financial Group, Ltd. 0.02% Add +19.2% 422 $264K
Monument Capital Management 0.08% Reduce -90.9% 422 $264K
Brooklyn Investment Group 0.06% Reduce -10.4% 421 $264K
Murphy Pohlad Asset Management LLC 0.11% No change 420 $263K
Isthmus Partners, LLC 0.03% Reduce -1.4% 420 $263K
Gladstone Institutional Advisory LLC 0.01% New 416 $261K
Kingswood Wealth Advisors, LLC 0.02% Reduce -21.8% 409 $257K
Brave Asset Management Inc. 0.08% No change 403 $253K
Catalyst Funds Management Pty Ltd 0.07% New 400 $251K
Smith Chas P & Associates Pa Cpas 0.01% No change 400 $251K
Horizon Kinetics Asset Management LLC 0.00% New 400 $251K
Pines Wealth Management, LLC 0.12% Add +18.9% 452 $249K
Nicolet Advisory Services, LLC 0.02% Add +1.2% 429 $249K
Atala Financial Inc 0.18% No change 396 $248K
Kraft, Davis & Associates, LLC 0.08% No change 430 $247K
Wilson & Boucher Capital Management, LLC 0.18% Reduce -11.3% 393 $246K
Moody National Bank Trust Division 0.03% Add +5.7% 389 $244K
Smithfield Trust Co 0.01% Reduce -10.0% 386 $243K
Wealth Alliance, LLC 0.03% Reduce -3.0% 386 $242K
Perpetual Ltd 0.00% New 385 $241K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -40.5% 384 $241K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% No change 383 $240K
TCI Wealth Advisors, Inc. 0.02% Add +1.1% 381 $239K
Promethium Advisors,llc 0.15% Reduce -39.4% 380 $238K
Diversify Advisory Services, LLC 0.01% Reduce -15.1% 377 $238K
Five Oceans Advisors 0.11% No change 377 $236K
NBT Bank, N.A. 0.02% No change 377 $236K
Hills Bank & Trust Co 0.02% Reduce -5.0% 377 $236K
Great Valley Advisor Group, Inc. 0.01% Reduce -27.7% 376 $236K
Bingham Private Wealth, LLC 0.24% Add +15.3% 376 $236K
Fox Hill Wealth Management 0.14% Reduce -14.2% 375 $235K
Regions Financial Corp. 0.00% New 374 $234K
Eagle Strategies LLC 0.04% Add +0.3% 373 $234K
GeoWealth Management, LLC 0.01% Add +1.1% 372 $233K
Oak Asset Management, LLC 0.09% New 372 $233K
Ameritas Advisory Services, LLC 0.01% Add +0.9% 334 $233K
Center For Asset Management LLC 0.14% No change 371 $233K
Arbor Trust Wealth Advisors, LLC 0.11% New 370 $232K
Anchor Investment Management, LLC 0.02% No change 370 $232K
Banco Santander, S.A. 0.00% Add +19.0% 369 $231K
Northstar Financial Companies, Inc. 0.25% Add +0.3% 368 $231K
Cannon Wealth Management Services, LLC 0.20% No change 352 $229K
Napa Wealth Management 0.13% Add +0.3% 362 $227K
Johnson Investment Counsel Inc. 0.00% Add +21.1% 362 $227K
Interchange Capital Partners, LLC 0.06% New 362 $227K
Obsidian Cio, LLC 0.04% Reduce -11.9% 361 $226K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 360 $226K
Howard Capital Management, LLC 0.01% Reduce -13.6% 356 $223K
Florida Financial Advisors, LLC 0.09% Add +2.6% 355 $222K
Wesbanco Bank Inc. 0.01% No change 353 $221K
Gallacher Capital Management LLC 0.11% New 352 $221K
Optimize Financial Inc. 0.08% Add +16.6% 351 $220K
Note Advisors, LLC 0.18% No change 350 $219K
Challenger Wealth Management 0.17% New 350 $219K
FineMark National Bank & Trust 0.01% No change 350 $219K
Avalon Trust Co 0.02% No change 349 $219K
Kera Capital Partners, Inc. 0.06% New 347 $217K
Campion Asset Management 0.17% No change 345 $216K
Cidel Asset Management Inc. 0.01% Add +6.2% 342 $214K
Wellington Shields Capital Management, LLC 0.04% No change 340 $213K
Abacus Planning Group, Inc. 0.04% Reduce -5.0% 340 $213K
ING Groep NV 0.00% Reduce -75.5% 339 $212K
BlueChip Wealth Advisors LLC 0.10% Add +0.3% 338 $212K
Alta Advisers Ltd 0.09% New 338 $212K
Personal Cfo Solutions, LLC 0.04% New 337 $211K
Simon Quick Advisors, LLC 0.01% New 335 $210K
Performance Wealth Partners, LLC 0.01% Add +0.3% 332 $208K
Regent Peak Wealth Advisors LLC 0.05% Add +11.8% 331 $207K
Certuity, LLC 0.02% Add +1.9% 331 $207K
Wealthstream Advisors, Inc. 0.04% Add +1.2% 329 $206K
NCM Capital Management, LLC 0.09% No change 329 $206K
Bernardo Wealth Planning LLC 0.05% Add +1.6% 327 $205K
Sage Mountain Advisors LLC 0.02% New 327 $205K
Commonwealth Financial Services, LLC 0.04% Add +1.6% 326 $204K
Cascades Capital Asset Management, LLC 0.11% No change 325 $204K
Mayflower Financial Advisors, LLC 0.03% Reduce -10.7% 325 $204K
Richards, Merrill & Peterson, Inc. 0.11% Add +51.6% 323 $202K
Colonial River Investments, LLC 0.11% Add +10.3% 321 $201K
First Dallas Securities Inc. 0.08% No change 320 $201K
Marion Wealth Management 0.05% Add +12.7% 320 $201K
Saranac Partners Ltd 0.12% No change 320 $201K
Cutter & CO Brokerage, Inc. 0.05% No change 320 $201K
Penserra Capital Management LLC 0.00% Reduce -32.6% 320 $199K
Blue Trust, Inc. 0.00% Add +3.0% 310 $194K
Quent Capital, LLC 0.02% Reduce -6.3% 310 $194K
SBI Securities Co., Ltd. 0.01% Add +1.3% 309 $194K
Capital Analysts, LLC 0.01% Reduce -14.2% 308 $193K
MorganRosel Wealth Management, LLC 0.06% No change 300 $188K
Colonial Trust Co / SC 0.03% Add +12.8% 300 $188K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.12% Add +38.1% 290 $182K
Exchange Traded Concepts, LLC 0.00% Reduce -75.3% 289 $181K
EverSource Wealth Advisors, LLC 0.01% Add +25.6% 280 $176K
Zions Bancorporation, National Association 0.01% — 278 $174K
Gleason Group, Inc. 0.03% Add +0.4% 257 $161K
St Germain D J Co. Inc. 0.01% No change 252 $158K
MassMutual Private Wealth & Trust, FSB 0.00% Add +14.1% 251 $157K
Mark Sheptoff Financial Planning, LLC 0.09% No change 250 $157K
Cetera Trust Company, N.A 0.10% No change 246 $154K
Prestige Wealth Management Group LLC 0.03% No change 240 $150K
Nova Wealth Management, Inc. 0.13% Add +11.4% 234 $147K
Hazlett, Burt & Watson, Inc. 0.06% New 225 $142K
Optimum Investment Advisors 0.07% No change 225 $141K
Central Pacific Bank - Trust Division 0.02% Reduce -88.7% 225 $141K
Groupe la Francaise 0.00% Reduce -20.7% 218 $141K
Crews Bank & Trust 0.02% Add +11.3% 216 $135K
Golden State Wealth Management, LLC 0.02% Add +1.9% 213 $133K
Manchester Capital Management LLC 0.02% Add +21.2% 206 $129K
Provenance Wealth Advisors, LLC 0.02% No change 206 $129K
Advyzon Investment Management, LLC 0.04% New 203 $127K
Cromwell Holdings LLC 0.08% Add +1.0% 199 $125K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% No change 194 $122K
Park Square Financial Group, LLC 0.09% No change 188 $118K
United Community Bank 0.04% Add +8.7% 188 $118K
Sentry Investment Management LLC 0.07% Reduce -23.1% 196 $110K
Westpac Banking Corp. 0.01% No change 163 $102K
Versant Capital Management, Inc 0.02% Add +22.1% 160 $100K
Johnson Financial Group, Inc. 0.00% Add +12.1% 157 $98K
Physician Wealth Advisors, Inc. 0.02% Reduce -3.8% 151 $95K
Meeder Asset Management Inc. 0.01% Add +263.4% 149 $93K
Oakworth Capital, Inc. 0.01% Add +39.0% 146 $91K
Resources Management Corp. /CT/ 0.01% Add +217.4% 146 $91K
Burkett Financial Services, LLC 0.04% Add +0.7% 143 $89K
Thompson Investment Management, Inc. 0.01% No change 140 $88K
High Note Wealth, LLC 0.02% No change 138 $86K
SouthState Bank Corp 0.00% Add +1016.7% 134 $84K
Sarver Vrooman Wealth Advisors 0.05% — 128 $80K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 125 $78K
Retirement Wealth Solutions LLC 0.06% No change 120 $75K
Plante Moran Financial Advisors, LLC 0.01% New 120 $75K
TCTC Holdings, LLC 0.00% Add +100.0% 118 $74K
Rossby Financial, LCC 0.03% New 115 $73K
YANKCOM Partnership 0.04% Add +13.0% 113 $71K
Disciplina Capital Management LLC 0.01% Reduce -41.1% 113 $71K
Ancora Advisors LLC 0.00% Reduce -8.2% 112 $70K
JFS Wealth Advisors, LLC 0.00% Reduce -8.3% 110 $69K
Wellington Shields & Co., LLC 0.02% No change 107 $67K
Hemington Wealth Management 0.01% Add +9.3% 106 $66K
Princeton Global Asset Management LLC 0.01% Add +1.0% 103 $64K
2UniFi Bank 0.04% Reduce -2.0% 100 $64K
Medallion Wealth Advisors, LLC 0.03% Reduce -4.8% 100 $63K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -1.0% 100 $63K
Tortoise Investment Management, LLC 0.01% No change 100 $63K
Chilton Capital Management LLC 0.00% No change 100 $63K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -88.3% 96 $62K
Farmers & Merchants Investments Inc. 0.00% No change 98 $61K
Creative Financial Designs Inc. 0.00% Add +1.0% 98 $61K
Ofi Invest Asset Management 0.00% Add +90.6% 101 $59K
WASHINGTON TRUST Co 0.00% Add +5.9% 90 $56K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 89 $56K
Cary Street Partners Investment Advisory LLC 0.03% Add +27.5% 88 $55K
Bangor Savings Bank 0.01% Reduce -13.1% 86 $54K
Brown Brothers Harriman & Co. 0.00% Add +6.2% 86 $54K
Ossiam 0.00% Reduce -93.8% 85 $53K
Webster Bank, N. A. 0.01% No change 79 $50K
Knott David M Jr 0.02% No change 78 $49K
General Partner, Inc. 0.03% No change 77 $48K
Arlington Trust Co LLC 0.01% No change 75 $47K
Silicon Valley Capital Partners 0.01% No change 71 $45K
DHJJ Financial Advisors, Ltd. 0.02% No change 70 $44K
Twin Lakes Capital Management, LLC 0.03% No change 68 $42K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +560.0% 66 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 65 $41K
Lanark Financial, Inc. 0.00% — 65 $40K
Deseret Mutual Benefit Administrators 0.02% No change 61 $38K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 60 $38K
Private Wealth Management Group, LLC 0.01% Reduce -1.6% 60 $38K
Center for Financial Planning, Inc. 0.00% No change 60 $38K
Beacon Capital Management, LLC 0.00% Reduce -29.3% 58 $36K
Promus Capital, LLC 0.03% No change 58 $36K
Grove Bank & Trust 0.00% New 57 $36K
HHM Wealth Advisors, LLC 0.00% Reduce -3.4% 57 $36K
FWL Investment Management, LLC 0.01% No change 56 $35K
MCF Advisors LLC 0.00% Reduce -9.8% 55 $34K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -79.3% 55 $34K
Hexagon Capital Partners LLC 0.01% Add +14.9% 54 $34K
Asset Dedication, LLC 0.00% Add +3.9% 54 $34K
HM Payson & Co. 0.00% No change 50 $31K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +69.0% 49 $31K
Davis Capital Management 0.02% No change 48 $30K
Flaharty Asset Management, LLC 0.00% New 48 $30K
Hanson & Doremus Investment Management 0.00% No change 47 $29K
Covestor Ltd 0.02% Reduce -45.8% 45 $28K
Clark Wealth Partners 0.02% Reduce -8.3% 44 $28K
Riverview Trust Co 0.03% Reduce -2.3% 43 $27K
Beaird Harris Wealth Management, LLC 0.00% No change 42 $26K
Murphy & Mullick Capital Management Corp 0.03% Add +7.7% 42 $26K
Fourth Dimension Wealth, LLC 0.01% Add +0.0% 42 $26K
Rise Advisors, LLC 0.01% Add +2.5% 41 $26K
TruNorth Capital Management, LLC 0.01% Add +1266.7% 41 $26K
Rialto Wealth Management, LLC 0.01% Add +11.1% 40 $25K
Laurel Wealth Advisors LLC 0.00% No change 40 $25K
MV Capital Management, Inc. 0.00% Add +42.9% 40 $25K
Foster Dykema Cabot & Partners, LLC 0.00% No change 39 $24K
Your Advocates Ltd., LLP 0.01% No change 37 $23K
Chesapeake Asset Management LLC 0.02% Add +16.1% 36 $23K
GW&K Investment Management, LLC 0.00% Add +9.1% 36 $23K
Byrne Asset Management LLC 0.02% Add +24.1% 36 $23K
Evergreen Private Wealth LLC 0.01% No change 35 $22K
Banque Transatlantique SA 0.00% No change 34 $21K
Aventura Private Wealth, LLC 0.01% No change 33 $21K
Bell Investment Advisors, Inc 0.00% No change 32 $20K
Quest 10 Wealth Builders, Inc. 0.02% No change 32 $20K
Sierra Ocean, LLC 0.01% No change 30 $19K
Sunbelt Securities, Inc. 0.00% Add +1300.0% 28 $18K
Hantz Financial Services, Inc. 0.00% New 27 $17K
Saudi Central Bank 0.09% New 26 $16K
Trivant Custom Portfolio Group, LLC 0.01% New 26 $16K
Bruce G. Allen Investments, LLC 0.01% Reduce -16.7% 25 $16K
PFS Partners, LLC 0.01% No change 25 $16K
Rakuten Securities, Inc. 0.01% Add +212.5% 25 $16K
Centricity Wealth Management, LLC 0.01% No change 24 $15K
Pinnacle Bancorp, Inc. 0.00% No change 24 $15K
Hurley Capital, LLC 0.01% No change 24 $15K
Transce3nd, LLC 0.01% No change 22 $14K
Blue Bell Private Wealth Management, LLC 0.00% New 22 $14K
Baillie Gifford & Co. 0.00% New 22 $14K
Caldwell Sutter Capital, Inc. 0.01% No change 21 $13K
Cherry Tree Wealth Management, LLC 0.00% Reduce -12.5% 21 $13K
Private Wealth Asset Management, LLC 0.00% — 21 $13K
NewSquare Capital LLC 0.00% Add +950.0% 21 $13K
Trust Co. of Vermont 0.00% No change 21 $13K
AdvisorNet Financial, Inc 0.00% Add +280.0% 19 $12K
Raffa Wealth Management, LLC 0.00% Reduce -10.0% 18 $11K
Clearstead Trust, LLC 0.00% New 18 $11K
Continuum Advisory, LLC 0.00% No change 18 $11K
CoreCap Advisors, LLC 0.00% Reduce -87.1% 18 $11K
Tsfg, LLC 0.00% No change 18 $11K
Dunhill Financial, LLC 0.01% Reduce -10.5% 17 $11K
Contravisory Investment Management, Inc. 0.00% No change 16 $10K
Wayfinding Financial, LLC 0.00% New 17 $10K
Operose Advisors LLC 0.00% No change 14 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $9K
Cullen/Frost Bankers, Inc. 0.00% Reduce -27.8% 13 $8K
Millstone Evans Group, LLC 0.01% Add +8.3% 13 $8K
Fortitude Family Office, LLC 0.00% No change 13 $8K
Abound Wealth Management 0.00% No change 13 $8K
Frazier Financial Advisors, LLC 0.01% No change 12 $8K
Strategic Investment Solutions, Inc. 0.00% No change 12 $8K
LRI Investments, LLC 0.00% New 12 $8K
Bogart Wealth, LLC 0.00% New 12 $8K
SOA Wealth Advisors, LLC. 0.00% New 7,488 $7K
Avion Wealth 0.00% No change 10 $7K
Stone House Investment Management, LLC 0.00% New 11 $7K
SJS Investment Consulting Inc. 0.00% No change 11 $7K
Security National Bank 0.00% No change 10 $6K
Cheviot Value Management, LLC 0.00% New 9 $6K
Cornerstone Planning Group LLC 0.00% Add +42.9% 10 $6K
Pineridge Advisors LLC 0.00% Add +80.0% 9 $6K
Financial Management Professionals, Inc. 0.00% Reduce -25.0% 9 $6K
Global Financial Private Client, LLC 0.00% Add +166.7% 8 $5K
Park Place Capital Corp 0.00% Reduce -89.7% 8 $5K
TFC Financial Management, Inc. 0.00% Add +14.3% 8 $5K
True Wealth Design, LLC 0.00% No change 7 $4K
Capital A Wealth Management, LLC 0.00% No change 7 $4K
Sachetta, LLC 0.00% Add +40.0% 7 $4K
Cape Investment Advisory, Inc. 0.00% Add +16.7% 7 $4K
WealthTrak Capital Management LLC 0.00% Add +100.0% 6 $4K
Addison Advisors LLC 0.00% Reduce -75.0% 6 $4K
Brown, Lisle/Cummings, Inc. 0.00% New 6 $4K
Quarry LP 0.00% Reduce -92.1% 6 $4K
Glen Eagle Advisors, LLC 0.00% New 6 $4K
Greenline Partners, LLC 0.00% New 6 $4K
Hughes Financial Services, LLC 0.00% New 5 $3K
Aspect Partners, LLC 0.00% No change 5 $3K
Highline Wealth Partners LLC 0.00% Add +66.7% 5 $3K
Garde Capital, Inc. 0.00% New 5 $3K
Sound Income Strategies, LLC 0.00% No change 5 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $3K
WealthCollab, LLC 0.00% No change 4 $3K
Dogwood Wealth Management LLC 0.00% New 4 $3K
SWAN Capital LLC 0.00% No change 4 $3K
Painted Porch Advisors LLC 0.00% No change 4 $3K
Global Wealth Strategies & Associates 0.00% No change 4 $3K
Salomon & Ludwin, LLC 0.00% No change 4 $3K
North Star Investment Management Corp. 0.00% No change 4 $3K
PayPay Securities Corp 0.13% Reduce -25.0% 3 $2K
Valued Wealth Advisors LLC 0.00% Reduce -66.7% 3 $2K
Wood Tarver Financial Group, LLC 0.00% No change 3 $2K
Kestra Investment Management, LLC 0.00% Reduce -93.8% 3 $2K
Richardson Financial Services Inc. 0.00% No change 3 $2K
Lummis Asset Management, LP 0.00% No change 3 $2K
Whipplewood Advisors, LLC 0.00% Add +333.3% 13 $2K
Barrett & Company, Inc. 0.00% No change 3 $2K
Dagco, Inc. 0.00% New 3 $2K
Activest Wealth Management 0.00% Add +200.0% 3 $2K
Carolinas Wealth Consulting LLC 0.00% Reduce -50.0% 3 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 3 $2K
First Command Advisory Services, Inc. 0.00% New 3 $2K
HFM Investment Advisors, LLC 0.00% — 2 $1K
Parkworth Wealth Management, Inc. 0.00% No change 2 $1K
Wealth Preservation Advisors, LLC 0.00% — 2 $1K
West Paces Advisors Inc. 0.00% No change 2 $1K
Perkins Coie Trust Co 0.00% Add +100.0% 2 $1K
Winnacle Wealth LLC 0.00% No change 2 $1K
PEAK6 LLC 0.00% Add +100.0% 2 $1K
Navigoe, LLC 0.00% No change 3 $1K
Stonebridge Financial Group, LLC 0.00% Add +0.0% 1 $684
Bear Mountain Capital, Inc. 0.00% New 1 $635
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $629
WPG Advisers, LLC 0.00% No change 1 $627
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.8% 1 $627
Eq Wealth Advisors, LLC 0.00% New 1 $627
MPWM Advisory Solutions, LLC 0.00% No change 1 $627
Nvwm, LLC 0.00% Reduce -66.7% 1 $627
West Branch Capital LLC 0.00% No change 1 $627
Iron Horse Wealth Management, LLC 0.00% New 1 $627
Bay Harbor Wealth Management, LLC 0.00% New 1 $626
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 1 $614
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 1 $611

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