United RentalsURI

13F holders, Q3 2025 (September 30)
1,452holders +105
177new positions
78sold out
9famous investors
$953.18avg. 13F price*

At the end of Q3 2025, 1,452 institutions reported holding United Rentals Inc. (URI) in their 13F filings, up 105 from Q2 2025. 177 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($7.1B), BlackRock, Inc. ($4.7B) and Capital International Investors ($3.2B). 9 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Tom Gayner (0.2% of Markel Group's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions177$359.2M
Exits78$231.5M

All 13F filers, Q2 2025 → Q3 2025: 4,127,886 shares bought and 4,684,023 shares sold, net −556,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,452 holders

Vanguard Group Inc. 0.11% Reduce -0.3% 7,475,245 $7.1B
BlackRock, Inc. 0.08% Reduce -0.8% 4,971,310 $4.7B
Capital International Investors 0.53% Add +22.8% 3,402,524 $3.2B
State Street Corp. 0.10% Reduce -2.5% 2,997,243 $2.9B
Capital Research Global Investors 0.53% Reduce -12.7% 2,955,961 $2.8B
Capital World Investors 0.35% Add +6.7% 2,678,614 $2.6B
Morgan Stanley 0.10% Add +15.4% 1,719,785 $1.6B
Geode Capital Management, LLC 0.10% Add +0.3% 1,645,978 $1.6B
FMR LLC 0.08% Add +185.6% 1,573,860 $1.5B
Franklin Resources Inc. 0.32% Add +6.8% 1,315,086 $1.3B
Alliancebernstein L.P. 0.33% Add +5.6% 1,088,209 $1.0B
JPMorgan Chase & Co. 0.07% Reduce -42.0% 1,087,028 $1.0B
Dimensional Fund Advisors LP 0.19% Add +2.9% 948,386 $905.3M
Manufacturers Life Insurance Company, The 0.67% Add +5.6% 849,738 $811.2M
Bank of America Corp. 0.06% Add +4.2% 785,108 $749.5M
Boston Partners 0.73% Add +4.1% 744,672 $712.2M
Invesco Ltd. 0.10% Add +0.8% 649,608 $620.2M
Goldman Sachs Group Inc. 0.09% Reduce -0.9% 634,136 $605.4M
Northern Trust Corp. 0.08% Reduce -4.1% 632,145 $603.5M
UBS Group AG 0.09% Reduce -12.3% 507,907 $484.9M
TD Asset Management Inc 0.38% Add +66.5% 484,450 $462.5M
Charles Schwab Investment Management Inc. 0.07% Add +2.7% 483,103 $461.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Reduce -21.7% 470,655 $449.3M
Legal & General Group Plc 0.09% Add +0.6% 405,245 $386.9M
Bank of New York Mellon Corp 0.06% Reduce -0.4% 372,351 $355.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.57% Add +1.4% 367,814 $351.1M
Royal Bank of Canada 0.06% Add +36.4% 347,919 $332.1M
Holocene Advisors, LP 0.72% Reduce -39.2% 329,442 $314.5M
Amundi 0.10% Add +13.8% 316,024 $312.0M
Nuveen, LLC 0.08% Reduce -37.8% 316,671 $302.3M
Wells Fargo & Company 0.06% Add +9.3% 286,036 $273.1M
Brown Advisory Inc. 0.34% Reduce -1.4% 275,943 $263.4M
Raymond James Financial Inc. 0.08% Add +2.0% 274,071 $261.6M
W1M Investment Management Ltd 2.91% Add +2.0% 237,044 $226.5M
Lazard Asset Management LLC 0.30% Add +22.9% 232,394 $221.9M
Vaughan Nelson Investment Management, L.P. 2.02% Add +15.1% 232,318 $221.8M
Neuberger Berman Group LLC 0.16% Reduce -7.3% 227,829 $217.4M
Findlay Park Partners LLP 1.93% Reduce -15.4% 192,436 $183.7M
Swiss National Bank 0.10% Reduce -5.3% 187,300 $178.8M
Marshall Wace, LLP 0.20% Add +22.8% 184,541 $176.2M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -0.8% 172,333 $164.5M
Envestnet Asset Management Inc. 0.05% Add +4.5% 165,156 $157.7M
Bessemer Group Inc. 0.24% Add +0.5% 164,367 $156.9M
Deutsche Bank AG 0.05% Reduce -18.0% 164,183 $156.7M
Natixis Advisors, LLC 0.23% Add +5.4% 163,334 $155.9M
LPL Financial LLC 0.04% Add +6.0% 156,481 $149.4M
Public Sector Pension Investment Board 0.55% Add +3094.3% 155,273 $148.2M
Thrivent Financial for Lutherans 0.29% Reduce -14.5% 149,542 $142.8M
Rhumbline Advisers 0.10% Reduce -1.4% 132,465 $126.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +4.0% 128,775 $122.9M
Cerity Partners LLC 0.20% Add +1.4% 128,316 $122.5M
Royal London Asset Management Ltd. 0.26% Reduce -1.2% 128,180 $122.4M
Nordea Investment Management AB 0.10% Reduce -83.2% 126,084 $119.1M
HSBC Holdings PLC 0.07% Reduce -39.1% 121,002 $115.3M
California Public Employees Retirement System 0.07% Add +8.8% 120,520 $115.1M
Argent Capital Management LLC 3.10% Reduce -0.9% 119,047 $113.6M
Bank of Montreal 0.05% Add +6.8% 114,507 $109.3M
Barclays PLC 0.04% Reduce -38.5% 111,513 $106.5M
Stifel Financial Corp. 0.09% Add +2.8% 106,959 $102.1M
California State Teachers Retirement System 0.10% Reduce -1.8% 106,961 $102.1M
Clearbridge Investments, LLC 0.08% Reduce -6.4% 106,845 $102.0M
American Century Companies Inc. 0.05% Add +25.9% 106,124 $101.3M
Quilter Plc 1.74% Reduce -6.6% 106,011 $101.2M
National Pension Service 0.08% Add +4.5% 103,146 $98.5M
T. Rowe Price Associates Inc. 0.01% Reduce -11.7% 102,698 $98.0M
Aviva PLC 0.17% Reduce -7.4% 96,431 $92.1M
NZS Capital, LLC 2.79% Reduce -13.8% 95,318 $91.0M
Worldquant Millennium Advisors LLC 0.39% New 93,447 $89.2M
BNP Paribas Financial Markets 0.07% Reduce -18.6% 91,848 $87.7M
Victory Capital Management Inc. 0.05% Add +37.8% 113,434 $86.6M
Rockefeller Capital Management L.P. 0.17% Add +10.8% 89,645 $85.6M
Epoch Investment Partners, Inc. 0.47% Reduce -28.9% 88,789 $84.8M
Millennium Management 0.07% Reduce -18.2% 88,585 $84.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.48% Reduce -30.4% 87,584 $83.6M
Lord, Abbett & Co. LLC 0.25% Add +13.0% 85,577 $81.7M
Mariner, LLC 0.10% Reduce -13.4% 81,467 $77.8M
Eventide Asset Management, LLC 1.26% Add +0.5% 80,244 $76.6M
Cornerstone Investment Partners, LLC 3.19% Add +0.6% 80,048 $76.4M
Jane Street Group, LLC 0.09% New 79,801 $76.2M
Fred Alger Management, LLC 0.29% Add +82.0% 79,248 $75.7M
Two Sigma Investments, LP 0.12% Add +3438.7% 78,064 $74.5M
Groupama Asset Managment 1.11% Reduce -2.1% 77,612 $74.1M
CANADA LIFE ASSURANCE Co 0.10% Add +2.3% 76,013 $71.7M
Principal Financial Group Inc. 0.03% Reduce -10.1% 72,021 $68.8M
Ameriprise Financial Inc. 0.02% Reduce -2.5% 71,632 $68.4M
Edgemoor Investment Advisors, Inc. 5.25% Reduce -1.0% 70,899 $67.7M
Citigroup Inc. 0.05% Reduce -11.6% 70,062 $66.9M
Balyasny Asset Management L.P. 0.14% New 69,755 $66.6M
Bridges Investment Management Inc. 0.83% Add +0.8% 68,229 $65.1M
Retirement Systems of Alabama 0.21% Reduce -0.3% 66,712 $63.7M
Todd Asset Management LLC 1.26% Reduce -0.9% 65,222 $62.3M
Canada Pension Plan Investment Board 0.04% Reduce -21.0% 64,275 $61.4M
Citadel Advisors 0.05% Add +6447.7% 62,334 $59.5M
Freestone Grove Partners LP 0.44% Reduce -16.4% 62,104 $59.3M
Whittier Trust Co. 0.67% Add +2.5% 59,879 $58.7M
Russell Investments Group, Ltd. 0.07% Reduce -3.5% 61,349 $58.5M
Fisher Asset Management 0.02% Add +8.0% 60,714 $58.0M
State Board of Administration of Florida Retirement System 0.10% Reduce -8.0% 60,672 $57.9M
HighTower Advisors, LLC 0.07% Reduce -0.3% 60,268 $57.6M
Teachers Retirement System of the State of Kentucky 0.44% Reduce -7.1% 60,104 $57.4M
PNC Financial Services Group, Inc. 0.03% Reduce -1.7% 59,804 $57.1M
Atwood & Palmer Inc. 3.21% Reduce -0.4% 57,167 $54.6M
New York State Teachers Retirement System 0.11% Reduce -0.4% 56,718 $54.1M
Treasurer of the State of North Carolina 0.16% Reduce -2.6% 54,595 $52.1M
Commonwealth Equity Services, LLC 0.07% Add +0.1% 54,252 $51.8M
AEGON ASSET MANAGEMENT UK Plc 0.61% Reduce -14.5% 53,857 $51.5M
Swedbank AB 0.05% Reduce -4.0% 53,165 $50.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.31% Add +68.1% 50,100 $47.8M
Impax Asset Management Group plc 0.28% Add +4.4% 50,058 $47.8M
Ostrum Asset Management 2.13% Add +19.0% 49,555 $47.3M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -34.0% 49,169 $46.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -23.6% 48,551 $46.3M
Korea Investment CORP 0.09% Reduce -0.9% 47,662 $45.5M
First Trust Advisors LP 0.03% Add +15.9% 47,647 $45.5M
Atalanta Sosnoff Capital, LLC 0.87% Add +269.8% 47,443 $45.3M
Aberdeen Group plc 0.07% Reduce -6.1% 47,932 $45.2M
Jennison Associates LLC 0.03% Add +52.6% 46,316 $44.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Reduce -9.7% 45,803 $43.7M
STRS Ohio 0.16% Reduce -16.7% 45,385 $43.3M
Danske Bank A/S 0.11% Add +45.4% 44,631 $42.6M
New York State Common Retirement Fund 0.05% Reduce -3.5% 44,350 $42.3M
Susquehanna Portfolio Strategies, LLC 0.66% Add +21.8% 43,697 $41.7M
Vident Advisory, LLC 0.41% Add +6.4% 43,694 $41.7M
Storebrand Asset Management As 0.11% Add +6.0% 42,815 $40.9M
Brandywine Global Investment Management, LLC 0.28% Reduce -0.1% 42,520 $40.6M
Focus Partners Wealth 0.07% Reduce -3.2% 42,347 $40.4M
Zurich Insurance Group Ltd 0.29% Add +1159.8% 41,927 $40.0M
Prudential Financial Inc. 0.05% Reduce -2.6% 41,120 $39.3M
Cardinal Capital Management, Inc. 1.13% Add +0.9% 41,061 $39.2M
Gradient Investments LLC 0.65% Add +1.8% 41,009 $39.1M
Quantinno Capital Management LP 0.11% Add +38.6% 40,557 $38.7M
Susquehanna International Group, LLP 0.06% Add +7.2% 40,502 $38.7M
Allianz Asset Management GmbH 0.05% Reduce -4.2% 40,135 $38.3M
Asset Management One Co., Ltd. 0.11% Reduce -1.0% 40,029 $38.2M
Pictet Asset Management Holding SA 0.04% Reduce -3.3% 39,943 $38.1M
Ceredex Value Advisors LLC 0.88% Reduce -59.5% 39,877 $38.1M
Gabelli Funds LLC 0.26% Reduce -5.0% 39,700 $37.9M
W1M Asset Management Ltd 2.67% Add +26.4% 39,133 $37.4M
LGT Capital Partners LTD. 1.81% Reduce -27.7% 38,970 $37.2M
Baird Financial Group, Inc. 0.06% Reduce -1.7% 38,391 $36.7M
Cetera Investment Advisers 0.04% Add +20.9% 37,485 $35.8M
APG Asset Management N.V. 0.10% Reduce -0.5% 42,485 $34.5M
State of Wisconsin Investment Board 0.08% Reduce -1.9% 35,870 $34.2M
Baldwin Wealth Partners LLC 2.22% Reduce -1.5% 35,757 $34.1M
Logan Capital Management Inc. 1.43% Add +4.3% 35,606 $34.0M
Crestwood Advisors Group, LLC 0.58% Add +0.0% 35,489 $33.9M
Wesleyan Assurance Society 2.01% No change 35,218 $33.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -5.1% 34,983 $33.4M
Schroder Investment Management Group 0.03% Reduce -4.3% 35,254 $33.3M
Lansforsakringar Fondforvaltning AB (publ) 0.17% Add +3.3% 34,388 $32.8M
Montgomery Investment Management Inc. 11.42% Reduce -0.0% 33,990 $32.4M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -4.3% 33,174 $31.7M
Schonfeld Strategic Advisors LLC 0.22% Add +135.6% 33,151 $31.6M
Ensign Peak Advisors, Inc 0.05% Reduce -22.1% 33,013 $31.5M
Lee Danner & Bass Inc. 2.26% Reduce -0.8% 32,570 $31.1M
Access Investment Management LLC 8.19% Add +0.1% 31,914 $30.5M
GAMCO Investors 0.30% Reduce -3.8% 31,831 $30.4M
Advisors Capital Management, LLC 0.38% Reduce -6.0% 31,749 $30.3M
National Bank of Canada 0.03% Reduce -45.3% 31,179 $29.8M
Markel Group 0.24% No change 31,150 $29.7M
Capital International, Inc. 0.24% Add +2857.1% 31,138 $29.7M
SG Americas Securities, LLC 0.11% Reduce -4.2% 30,584 $29.2M
Picton Mahoney Asset Management 0.37% Add +13.3% 30,445 $29.1M
Northeast Investment Management 1.16% Add +0.1% 30,107 $28.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -3.4% 30,049 $28.7M
AQR Capital Management 0.02% Add +8.1% 30,060 $28.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +3.0% 29,719 $28.4M
F&V Capital Management, LLC 6.37% Reduce -0.3% 29,716 $28.4M
Union Bancaire Privee, UBP SA 0.40% Add +14.1% 24,363 $28.2M
Mackenzie Financial Corp. 0.03% Reduce -1.1% 29,491 $28.2M
Voya Investment Management LLC 0.03% Add +14.4% 28,792 $27.5M
Macquarie Group Ltd. 0.03% Reduce -4.0% 27,901 $26.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Reduce -0.2% 27,547 $26.3M
AXA Investment Managers S.A. 0.07% — 27,437 $26.2M
Federated Hermes, Inc. 0.05% Reduce -18.2% 27,272 $26.0M
Cary Street Partners Financial LLC 0.67% Reduce -2.4% 27,134 $25.9M
Wedgewood Partners Inc. 4.69% Add +3.3% 26,925 $25.7M
DekaBank Deutsche Girozentrale 0.04% No change 27,205 $25.5M
Janney Montgomery Scott LLC 0.06% Add +12.8% 26,677 $25.5M
Court Place Advisors, LLC 7.66% Reduce -2.3% 26,666 $25.5M
Walleye Capital LLC 0.23% Add +416.3% 26,572 $25.4M
Whittier Trust Co. of Nevada Inc. 0.53% Add +4.0% 25,324 $24.8M
Daiwa Securities Group Inc. 0.08% Add +10.3% 25,738 $24.6M
Citizens Financial Group Inc. 0.34% Add +0.2% 25,718 $24.6M
Prudential PLC 0.18% Reduce -20.0% 25,473 $24.3M
CSM Advisors, LLC 0.68% Reduce -23.9% 25,444 $24.3M
KLP Kapitalforvaltning As 0.09% Reduce -0.4% 25,031 $23.9M
Mercer Global Advisors Inc. 0.04% Add +5.2% 24,728 $23.6M
Applied Finance Capital Management, LLC 1.67% Reduce -19.0% 24,649 $23.5M
Mn Services Vermogensbeheer B.V. 0.15% No change 24,549 $23.4M
Swiss Life Asset Management Ltd 0.12% Add +10.0% 24,480 $23.4M
Toronto Dominion Bank 0.05% Reduce -9.6% 24,178 $23.1M
Osaic Holdings, Inc. 0.03% Add +46.9% 23,767 $22.7M
Captrust Financial Advisors 0.05% Reduce -1.5% 23,223 $22.2M
Trillium Asset Management, LLC 0.58% Add +6.8% 23,127 $22.1M
Calamos Advisors LLC 0.13% Add +0.4% 22,959 $21.9M
State of Tennessee, Department of Treasury 0.07% Add +0.3% 22,704 $21.7M
State of New Jersey Common Pension Fund D 0.08% Add +5.6% 22,581 $21.6M
Cozad Asset Management Inc. 1.68% Add +1.2% 22,075 $21.1M
Venturi Wealth Management, LLC 0.97% Reduce -3.4% 21,870 $20.9M
Public Employees Retirement System of Ohio 0.07% Reduce -26.3% 21,768 $20.8M
Nomura Asset Management Co. Ltd. 0.05% Reduce -2.1% 21,268 $20.3M
O'shaughnessy Asset Management, LLC 0.12% Add +9.3% 21,000 $20.0M
Columbus Hill Capital Management, L.P. 2.78% No change 20,954 $20.0M
Resona Asset Management Co.,Ltd. 0.09% Reduce -6.7% 20,942 $20.0M
North Point Portfolio Managers Corp. 3.21% Reduce -16.2% 20,345 $19.4M
iA Global Asset Management Inc. 0.26% Add +4.4% 20,156 $19.2M
Caisse de depot et placement du Quebec 0.03% Reduce -43.0% 20,147 $19.2M
Man Group plc 0.04% Reduce -73.1% 20,045 $19.1M
Bedrijfstakpensioenfonds Voor DE Media Pno 2.48% No change 23,200 $18.8M
Nisa Investment Advisors, LLC 0.07% Reduce -3.2% 19,719 $18.8M
YHB Investment Advisors, Inc. 1.37% Reduce -0.3% 19,649 $18.8M
Corient Private Wealth LP 0.03% Add +14.0% 19,462 $18.6M
Pathstone Holdings, LLC 0.07% Add +2.3% 19,449 $18.6M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Reduce -21.9% 19,422 $18.5M
State of Michigan Retirement System 0.09% Reduce -1.5% 19,254 $18.4M
Arizona State Retirement System 0.10% Add +0.6% 19,214 $18.3M
Badgley Phelps Wealth Managers, LLC 0.38% Add +3.6% 19,153 $18.3M
Capital Group Private Client Services, Inc. 0.30% Reduce -51.6% 18,845 $18.0M
Renaissance Investment Group LLC 3.61% Reduce -2.1% 18,654 $17.8M
US Bancorp \de 0.02% Reduce -0.7% 18,559 $17.7M
Fisher Funds Management LTD 0.47% No change 18,539 $17.7M
DNB Asset Management AS 0.07% Add +4.6% 18,483 $17.6M
Montag A & Associates Inc. 0.81% Add +52.7% 18,376 $17.5M
Integrated Advisors Network LLC 0.73% Add +18.8% 18,201 $17.4M
Cambridge Investment Research Advisors, Inc. 0.05% Add +0.5% 18,146 $17.3M
GHP Investment Advisors, Inc. 0.73% Add +4.4% 18,129 $17.3M
Handelsbanken Fonder AB 0.05% Add +1.3% 17,715 $16.9M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -8.2% 17,559 $16.8M
Glassy Mountain Advisors, Inc. 5.04% Reduce -2.5% 17,540 $16.7M
Gotham Asset Management 0.07% Add +27.3% 17,328 $16.5M
Legacy Trust 3.25% Reduce -1.2% 17,256 $16.5M
Daiichi Life Insurance Co., Ltd. 0.41% Reduce -2.4% 16,985 $16.2M
Creative Planning 0.01% Add +10.6% 16,937 $16.2M
McRae Capital Management Inc. 3.15% Reduce -3.8% 16,632 $15.9M
Moors & Cabot, Inc. 0.69% Reduce -8.2% 16,573 $15.8M
Czech National Bank 0.11% Add +2.9% 16,342 $15.6M
Comerica Bank 0.06% Reduce -4.0% 16,133 $15.4M
Tudor Investment Corporation 0.10% New 16,098 $15.4M
MetLife Investment Management, LLC 0.07% Reduce -3.6% 15,965 $15.2M
Glenview Trust Co 0.24% Add +6.4% 15,939 $15.2M
KBC Group NV 0.04% Add +23.0% 15,729 $15.0M
Muhlenkamp & Co. Inc. 4.03% Reduce -0.0% 15,523 $14.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -3.1% 15,451 $14.8M
Winmill & Co. Inc. 3.57% No change 15,409 $14.7M
Lido Advisors, LLC 0.06% Add +1.3% 15,361 $14.7M
Credit Agricole S A 0.05% — 15,335 $14.6M
Burney Co./ 0.46% Reduce -3.6% 15,185 $14.5M
Scopus Asset Management, L.P. 0.34% Add +44.6% 15,014 $14.3M
Nissay Asset Management Corp. /Japan 0.08% Reduce -8.9% 14,911 $14.2M
Truist Financial Corp. 0.02% Add +4.4% 14,901 $14.2M
AustralianSuper Pty Ltd 0.07% Reduce -64.3% 14,557 $13.9M
UNIVEST FINANCIAL Corp 0.77% Reduce -6.1% 14,463 $13.8M
Forsta Ap-Fonden 0.08% Add +4.3% 14,400 $13.7M
MML Investors Services, LLC 0.04% Add +10.8% 14,323 $13.7M
Smithbridge Asset Management Inc. 1.96% Reduce -2.3% 14,116 $13.5M
Moneta Group Investment Advisors LLC 0.10% Reduce -0.4% 13,826 $13.2M
Addenda Capital Inc. 0.39% Add +46.0% 13,800 $13.2M
Harvey Capital Management Inc. 2.81% Reduce -14.2% 13,798 $13.2M
Sterling Capital Management LLC 0.19% Reduce -13.7% 13,753 $13.1M
Sapient Capital LLC 0.20% New 13,734 $13.0M
Morse Asset Management, Inc 2.59% Add +0.8% 13,479 $12.9M
IFM Investors Pty Ltd 0.11% Reduce -2.6% 13,469 $12.8M
Varma Mutual Pension Insurance Co 0.08% Add +9.0% 13,305 $12.7M
Cibc World Market Inc. 0.03% Reduce -9.1% 13,249 $12.6M
B. Metzler seel. Sohn & Co. AG 0.11% Reduce -2.3% 13,223 $12.6M
Carnegie Investment Counsel 0.23% Reduce -1.7% 13,025 $12.4M
Polar Capital Holdings Plc 0.06% No change 12,992 $12.4M
Leuthold Group, LLC 1.34% Reduce -0.1% 12,865 $12.3M
Douglas Lane & Associates, LLC 0.17% Reduce -7.8% 12,858 $12.3M
Signet Financial Management, LLC 1.42% Reduce -0.3% 12,818 $12.2M
Spinecap SAS 5.38% Reduce -39.2% 12,791 $12.2M
Wedge Capital Management L L P 0.21% Reduce -13.8% 12,694 $12.1M
Patton Albertson Miller Group, LLC 1.46% Reduce -2.2% 12,628 $12.1M
Amalgamated Bank 0.08% Reduce -2.7% 12,357 $11.8M
Xponance LLC 0.09% Add +8.6% 12,196 $11.6M
Sei Investments Co. 0.01% Reduce -55.2% 12,163 $11.6M
Midwest Trust Co 0.15% Reduce -4.0% 12,036 $11.5M
Vanguard Personalized Indexing Management, LLC 0.12% Add +4.9% 11,918 $11.4M
Raiffeisen Bank International AG 0.15% Add +289.3% 11,972 $11.3M
Sycomore Asset Management 1.88% No change 14,060 $11.3M
Miller Investment Management, LP 1.12% Reduce -3.1% 11,707 $11.2M
Two Sigma Advisers, LP 0.02% Add +875.0% 11,700 $11.2M
Lombard Odier Asset Management (Europe) Ltd 0.83% Add +14.2% 11,694 $11.2M
Advisors Asset Management, Inc. 0.19% Add +6.6% 11,630 $11.1M
James Investment Research, Inc. 1.21% Reduce -0.1% 11,617 $11.1M
Stratos Wealth Partners, LTD. 0.13% Add +1.5% 11,426 $10.9M
CI Investments Inc. 0.04% Reduce -4.0% 11,323 $10.8M
Callahan Advisors, LLC 0.92% Reduce -2.5% 11,296 $10.8M
Formuepleje A/S 0.60% Reduce -15.4% 11,168 $10.7M
Orange Investment Advisors, Inc. 1.11% Reduce -8.1% 11,131 $10.6M
RBF Capital, LLC 0.48% No change 11,000 $10.5M
Candriam S.C.A. 0.05% Add +2.0% 10,899 $10.4M
ProShare Advisors LLC 0.02% Reduce -17.6% 10,863 $10.4M
Sigma Investment Counselors Inc. 0.54% Reduce -0.8% 10,828 $10.3M
ASR Vermogensbeheer N.V. 0.12% Reduce -0.6% 10,685 $10.2M
North Growth Management Ltd. 1.77% Add +22.2% 11,000 $10.2M
Utah Retirement Systems 0.10% Reduce -1.2% 10,641 $10.2M
Foster & Motley Inc. 0.55% Add +3.5% 10,636 $10.2M
Federation des caisses Desjardins du Quebec 0.04% Add +7.5% 10,636 $10.2M
Traynor Capital Management, Inc. 0.57% Add +3.4% 10,482 $10.0M
SFE Investment Counsel 1.60% Reduce -5.2% 10,467 $10.0M
Police & Firemen's Retirement System of New Jersey 0.08% Add +5.8% 10,412 $9.9M
Broadleaf Partners, LLC 2.05% Reduce -1.8% 10,305 $9.8M
Nordwand Advisors, LLC 1.56% Reduce -3.0% 10,278 $9.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +9.7% 10,226 $9.8M
Central Bank & Trust Co. 1.53% Reduce -8.9% 10,137 $9.7M
Assenagon Asset Management S.A. 0.01% Reduce -50.5% 10,037 $9.6M
Alight Capital Management LP 2.28% Reduce -33.3% 10,000 $9.5M
Vise Technologies, Inc. 0.36% Add +0.2% 9,998 $9.5M
&partners 0.06% Add +12.5% 9,982 $9.5M
USS Investment Management Ltd 0.05% No change 9,939 $9.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +10.1% 9,910 $9.5M
Hedeker Wealth, LLC 1.97% Add +1.0% 9,909 $9.5M
F/m Investments LLC 0.36% Reduce -5.9% 9,767 $9.3M
Marsico Capital Management LLC 0.24% No change 9,690 $9.3M
Sanctuary Advisors, LLC 0.05% Add +6.7% 9,649 $9.2M
Kennedy Capital Management LLC 0.20% Reduce -14.3% 9,606 $9.2M
CIBC Asset Management Inc 0.03% Add +0.3% 9,568 $9.1M
New York Life Investment Management LLC 0.08% Reduce -3.5% 9,391 $9.0M
Taikang Asset Management (Hong Kong) Co Ltd 1.00% Reduce -13.1% 9,351 $8.9M
Factorial Partners, LLC 6.10% Reduce -5.2% 9,290 $8.9M
Capital International Sarl 0.15% Add +34.8% 9,271 $8.9M
Douglass Winthrop Advisors, LLC 0.15% Add +1.3% 9,266 $8.8M
Parkwood LLC 0.86% Reduce -34.2% 9,210 $8.8M
Independent Advisor Alliance 0.23% Add +11.6% 9,108 $8.7M
State of Alaska, Department of Revenue 0.09% Reduce -3.9% 9,037 $8.6M
Geneos Wealth Management Inc. 0.22% Add +4.5% 8,926 $8.5M
Bokf, NA 0.13% Add +1.4% 8,905 $8.5M
CIBC Bancorp USA Inc. 0.05% — 8,900 $8.5M
Empowered Funds, LLC 0.09% Add +5.8% 8,837 $8.4M
L & S Advisors Inc 0.90% Reduce -0.6% 8,816 $8.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.27% Reduce -44.7% 8,770 $8.4M
Eastover Investment Advisors LLC 3.64% Reduce -8.5% 8,758 $8.4M
Eukles Asset Management 3.25% Reduce -0.9% 8,745 $8.3M
Fulton Bank, N.A. 0.29% Reduce -4.4% 8,719 $8.3M
Texas Yale Capital Corp. 0.26% Add +0.4% 8,706 $8.3M
Knights of Columbus Asset Advisors LLC 0.47% Reduce -3.0% 8,660 $8.3M
Advisory Services Network, LLC 0.12% Reduce -0.6% 8,635 $8.2M
Yousif Capital Management, LLC 0.09% Reduce -8.6% 8,610 $8.2M
Kovack Advisors, Inc. 0.77% Reduce -11.3% 8,552 $8.2M
Teacher Retirement System of Texas 0.03% Reduce -17.3% 8,516 $8.1M
Woodline Partners LP 0.04% Add +20.9% 8,504 $8.1M
Jackson Wealth Management, LLC 0.80% Add +1.2% 8,425 $8.0M
Institute for Wealth Management, LLC. 0.82% Reduce -1.8% 8,242 $7.9M
Wealthfront Advisers LLC 0.02% Add +1.1% 8,229 $7.9M
Oak Ridge Investments LLC 0.51% Add +2.6% 8,204 $7.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +0.2% 8,198 $7.8M
SOA Wealth Advisors, LLC. 1.27% No change 7,817 $7.8M
Cumberland Advisors Inc. 2.97% Reduce -0.5% 8,110 $7.7M
Hudson Edge Investment Partners Inc. 1.24% Reduce -25.8% 8,003 $7.6M
Westport Asset Management Inc. 3.19% No change 8,000 $7.6M
CIBC Private Wealth Group LLC 0.01% Add +8.5% 7,947 $7.6M
Pinebridge Investments, L.P. 0.06% Add +32.6% 7,859 $7.5M
New England Research & Management, Inc. 3.41% Reduce -11.5% 7,776 $7.4M
Mission Wealth Management, LP 0.15% Reduce -32.3% 7,742 $7.4M
Heritage Trust Co 0.78% Add +1.0% 7,662 $7.3M
Janus Henderson Group PLC 0.00% Reduce -1.3% 7,613 $7.3M
Bank of Nova Scotia 0.01% Add +25.7% 7,618 $7.3M
Verdence Capital Advisors LLC 0.40% Reduce -3.8% 7,780 $7.0M
Oregon Public Employees Retirement Fund 0.09% Add +30.2% 7,326 $7.0M
Condor Capital Management 0.57% Reduce -1.9% 7,305 $7.0M
OP Asset Management Ltd 0.09% Add +0.2% 7,284 $7.0M
Blair William & Co. 0.02% Add +3.7% 7,236 $6.9M
Graybill Wealth Management, LTD. 2.12% Reduce -3.1% 7,227 $6.9M
Ossiam 0.09% Add +8790.1% 7,201 $6.9M
RBA Wealth Management, LLC 2.36% Add +1.1% 7,173 $6.8M
Riverview Capital Advisers, LLC 1.98% No change 7,166 $6.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.0% 6,909 $6.8M
Huber Capital Management LLC 1.08% No change 7,140 $6.8M
Nilsine Partners, LLC 0.61% Add +1.4% 7,102 $6.8M
Silvant Capital Management LLC 0.23% Reduce -28.9% 7,029 $6.7M
JBF Capital, Inc. 0.95% No change 7,000 $6.7M
American Assets Investment Management, LLC 0.49% No change 7,000 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -6.5% 6,976 $6.7M
Kestra Advisory Services, LLC 0.03% Reduce -7.0% 6,955 $6.6M
BTG Pactual Asset Management US LLC 0.79% Add +106.6% 6,930 $6.6M
Private Advisor Group, LLC 0.03% Reduce -4.8% 6,927 $6.6M
Graham Capital Management, L.P. 0.36% Reduce -18.8% 6,900 $6.6M
FIL Ltd 0.01% Add +8.7% 6,852 $6.5M
Castleark Management LLC 0.18% New 6,840 $6.5M
Brevan Howard Capital Management LP 0.09% Reduce -35.4% 6,769 $6.5M
Edgestream Partners, L.P. 0.19% New 6,765 $6.5M
Visionary Wealth Advisors 0.30% Add +11.0% 6,730 $6.4M
Tidal Investments LLC 0.03% Add +5.6% 6,727 $6.4M
Dark Forest Capital Management LP 0.24% Add +83.0% 6,669 $6.4M
Eagle Rock Investment Company, LLC 0.95% Reduce -0.1% 6,634 $6.3M
Ethic Inc. 0.10% Add +5.5% 6,618 $6.3M
HB Wealth Management, LLC 0.04% Add +37.1% 6,608 $6.3M
Arkadios Wealth Advisors 0.15% Add +7.5% 6,536 $6.2M
Pine Valley Investments Ltd Liability Co 0.32% Reduce -13.2% 6,526 $6.2M
SlateStone Wealth, LLC 0.54% Add +2.2% 6,514 $6.2M
Boston Common Asset Management, LLC 0.17% Reduce -30.4% 6,475 $6.2M
Jag Capital Management, LLC 0.67% Reduce -4.8% 6,421 $6.1M
Inspire Investing, LLC 0.59% Add +6.8% 6,394 $6.1M
Alerus Financial NA 0.31% Reduce -2.9% 6,350 $6.1M
SummitTX Capital, L.P. 0.25% Reduce -35.1% 6,345 $6.1M
Tredje AP-fonden 0.05% Reduce -21.2% 6,324 $6.0M
Steward Partners Investment Advisory, LLC 0.03% Reduce -2.5% 6,268 $6.0M
Faithward Advisors, LLC 0.89% Reduce -2.7% 6,241 $6.0M
Pacer Advisors, Inc. 0.02% Reduce -5.5% 6,234 $6.0M
Regents Gate Capital LLP 2.10% New 6,209 $5.9M
Wolverine Trading, LLC 0.12% Reduce -29.2% 6,273 $5.9M
Kerusso Capital Management LLC 3.63% Reduce -6.0% 6,194 $5.9M
RKL Wealth Management LLC 0.50% Reduce -10.5% 6,174 $5.9M
Hennion & Walsh Asset Management, Inc. 0.21% Reduce -1.8% 6,174 $5.9M
Pettee Investors, Inc. 3.24% Add +0.4% 6,158 $5.9M
Rafferty Asset Management, LLC 0.02% Reduce -3.6% 6,158 $5.9M
Litman Gregory Wealth Management LLC 0.43% Reduce -0.9% 6,028 $5.8M
Public Employees Retirement Association of Colorado 0.02% Reduce -4.6% 6,022 $5.7M
Glenmede Investment Management, LP 0.03% Add +24.6% 6,015 $5.7M
Bellwether Advisors, LLC 0.93% Reduce -1.9% 5,912 $5.6M
Roundview Capital LLC 0.36% Add +0.0% 5,910 $5.6M
MIdWestOne Financial Group, Inc. 0.68% No change 5,878 $5.6M
Caprock Group, LLC 0.14% — 5,828 $5.6M
UniSuper Management Pty Ltd 0.03% Add +9.5% 5,826 $5.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.6% 5,825 $5.6M
TD Waterhouse Canada Inc. 0.04% Add +73.3% 5,740 $5.5M
Consolidated Investment Group LLC 0.67% No change 5,700 $5.4M
NewEdge Wealth, LLC 0.08% Add +1.8% 6,428 $5.4M
Assetmark, Inc. 0.01% Add +332.6% 5,659 $5.4M
Level Four Advisory Services, LLC 0.18% Reduce -5.7% 5,643 $5.4M
Kennedy Investment Group, Inc. 2.14% Reduce -6.3% 5,626 $5.4M
Westside Investment Management, Inc. 0.85% Add +0.5% 5,585 $5.3M
D.A. Davidson & Co. 0.03% Reduce -9.2% 5,549 $5.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -12.6% 5,526 $5.3M
Penobscot Investment Management Company, Inc. 0.40% Add +14.0% 5,484 $5.2M
NEOS Investment Management LLC 0.04% Add +21.7% 5,413 $5.2M
Caliber Wealth Management, LLC / KS 0.57% Reduce -3.6% 5,390 $5.1M
Orion Porfolio Solutions, LLC 0.04% Add +1.4% 5,328 $5.1M
Vanguard Capital Wealth Advisors 4.07% No change 5,316 $5.1M
MWA Asset Management 2.80% Add +0.3% 5,312 $5.1M
Thoroughbred Financial Services, LLC 0.31% Add +25.6% 5,304 $5.1M
EFG Asset Management (Americas) Corp. 0.87% Add +14.5% 5,301 $5.1M
Equitable Holdings, Inc. 0.04% Add +0.9% 5,292 $5.1M
Trustmark Bank Trust Department 0.33% Reduce -0.1% 5,287 $5.0M
Moore Capital Management, LP 0.10% Reduce -64.5% 5,276 $5.0M
Benjamin Edwards Inc. 0.06% Add +8.7% 5,266 $5.0M
X-Square Capital, LLC 1.55% Add +0.9% 5,199 $5.0M
EFG Asset Management (North America) Corp. 0.64% Add +26.5% 5,161 $4.9M
Canada Post Corp Registered Pension Plan 0.21% Add +375.2% 5,118 $4.8M
Louisbourg Investments Inc. 1.05% Reduce -25.9% 6,159 $4.8M
Arax Advisory Partners 0.07% Add +474.9% 5,025 $4.8M
Gallo Partners, LP 3.60% Add +84.5% 5,023 $4.8M
Partners Capital Investment Group, LLP 0.19% New 5,022 $4.8M
Hancock Whitney Corp. 0.09% Reduce -0.5% 4,959 $4.7M
Atria Investments, Inc 0.05% Add +3.1% 4,855 $4.6M
Waterloo Capital, L.P. 0.34% Add +0.7% 4,834 $4.6M
Chapin Davis, Inc. 1.13% New 4,816 $4.6M
Abn Amro Investment Solutions 0.09% Reduce -29.4% 4,786 $4.6M
Gilman Hill Asset Management, LLC 0.71% Reduce -22.8% 4,764 $4.5M
Leibman Financial Services, Inc. 3.43% Reduce -12.7% 4,725 $4.5M
Mizuho Securities USA LLC 0.09% Add +4.2% 4,686 $4.5M
Forvis Mazars Wealth Advisors, LLC 0.09% Reduce -3.6% 4,680 $4.5M
Cwm, LLC 0.01% Add +5.2% 4,675 $4.5M
Arcadia Investment Management Corp. 0.68% Reduce -1.9% 4,632 $4.4M
Mitchell Capital Management Co. 0.75% Reduce -44.9% 4,600 $4.4M
Sciencast Management LP 0.82% New 4,589 $4.4M
Burns J W & Co. Inc. 0.49% Reduce -1.5% 4,576 $4.4M
Venture Visionary Partners LLC 0.15% Add +16.4% 4,563 $4.4M
Avanza Fonder AB 0.11% Add +0.6% 4,538 $4.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +2.3% 4,517 $4.3M
Davidson Capital Management Inc. 0.95% Reduce -2.0% 4,455 $4.3M
Kera Capital Partners, Inc. 0.63% Add +1265.7% 4,425 $4.2M
Cunning Capital Partners, LP 1.94% No change 4,390 $4.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -23.7% 4,389 $4.2M
TRUE Private Wealth Advisors 0.41% Reduce -10.3% 4,250 $4.1M
Benchmark Investment Advisors LLC 2.33% — 4,193 $4.0M
Equitable Trust Co. 0.18% Reduce -0.9% 4,151 $4.0M
Summit Financial, LLC 0.06% Add +1.1% 4,134 $3.9M
Prospera Financial Services Inc 0.07% Add +14.7% 4,053 $3.9M
M&T Bank Corp 0.01% Reduce -9.7% 4,051 $3.9M
Mattson Financial Services, LLC 0.92% Reduce -1.5% 4,048 $3.9M
Kentucky Retirement Systems 0.11% Reduce -4.0% 4,030 $3.8M
Eisler Capital Management Ltd. 0.09% Reduce -77.5% 4,059 $3.8M
Snowden Capital Advisors LLC 0.10% Reduce -2.5% 3,990 $3.8M
iSAM Funds (UK) Ltd 0.78% New 3,976 $3.8M
Duncker Streett & Co. Inc. 0.66% No change 3,944 $3.8M
Norinchukin Bank, The 0.05% Add +1.9% 3,941 $3.8M
Fifth Third Bancorp 0.01% Reduce -2.9% 3,840 $3.7M
Chesley Taft & Associates LLC 0.15% Reduce -0.7% 3,827 $3.7M
Banque Cantonale Vaudoise 0.14% Reduce -3.1% 3,811 $3.6M
Alpine Woods Capital Investors, LLC 0.84% Reduce -0.5% 3,775 $3.6M
Hartford Investment Management Co. 0.11% Reduce -3.9% 3,772 $3.6M
Knollwood Investment Advisory, LLC 0.32% Reduce -0.4% 3,739 $3.6M
Columbia Bank 1.00% Add +1.5% 3,497 $3.6M
Jones Financial Companies LLLP 0.00% Add +24.8% 3,754 $3.6M
Rakuten Investment Management, Inc. 0.01% — 62,563 $3.5M
Brandywine Oak Private Wealth LLC 0.31% No change 3,712 $3.5M
Ameritas Investment Partners, Inc. 0.11% Reduce -7.3% 3,706 $3.5M
U S Wealth Group, Llc. 2.31% No change 3,700 $3.5M
Wealth Effects LLC 1.12% Reduce -0.4% 3,643 $3.5M
Groesbeck Investment Management Corp. 6.76% Reduce -21.2% 3,631 $3.5M
South Dakota Investment Council 0.07% Reduce -23.9% 3,616 $3.5M
Horizon Investments, LLC 0.05% Add +83.4% 3,607 $3.4M
WD Rutherford LLC 1.46% Add +1.5% 3,588 $3.4M
Congress Asset Management Co. 0.02% No change 3,568 $3.4M
Erste Asset Management GmbH 0.03% Reduce -18.0% 3,584 $3.4M
Redwood Grove Capital, LLC 0.96% Reduce -79.5% 3,525 $3.4M
New Age Alpha Advisors, LLC 0.14% Reduce -13.5% 3,495 $3.3M
Choreo, LLC 0.04% Reduce -1.2% 3,477 $3.3M
Argent Trust Co 0.12% Add +1.9% 3,468 $3.3M
Landscape Capital Management, L.L.C. 0.21% Reduce -18.0% 3,468 $3.3M
Supplemental Annuity Collective Trust of NJ 0.85% No change 3,400 $3.2M
Louisiana State Employees Retirement System 0.05% No change 3,400 $3.2M
Atlantic Edge Private Wealth Management, LLC 0.83% Add +0.4% 3,394 $3.2M
Argus Investors' Counsel, Inc. 2.55% Reduce -0.1% 3,355 $3.2M
Steinberganna Wealth Management 1.50% — 3,344 $3.2M
Stenger Family Office, LLC 0.65% Add +11.5% 3,534 $3.2M
Coastal Bridge Advisors, LLC 0.24% Reduce -0.1% 3,333 $3.2M
SIR Capital Management, L.P. 0.28% Reduce -19.5% 3,300 $3.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -2.7% 3,271 $3.1M
QRG Capital Management, Inc. 0.04% Reduce -74.7% 3,291 $3.1M
Los Angeles Capital Management LLC 0.01% Add +16.4% 3,291 $3.1M
Pinnacle Associates Ltd. 0.04% Reduce -0.2% 3,279 $3.1M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.9% 3,274 $3.1M
Florida Trust Wealth Management Co 0.09% Add +6.7% 3,273 $3.1M
Scotia Capital Inc. 0.01% Reduce -0.6% 3,254 $3.1M
Flputnam Investment Management Co. 0.05% Reduce -2.1% 3,235 $3.1M
Maryland State Retirement & Pension System 0.06% Add +1.6% 3,200 $3.1M
Bank of New Hampshire 0.70% Reduce -3.3% 3,187 $3.0M
Baer Investment Advisory LLC 3.74% Add +1.5% 3,127 $3.0M
Securian Asset Management, Inc. 0.08% Reduce -9.9% 3,125 $3.0M
Peapack Gladstone Financial Corp. 0.04% Add +5.0% 3,114 $3.0M
Seelaus Asset Management LLC 2.39% Reduce -0.6% 3,101 $3.0M
UMB Bank, n.a. 0.04% Reduce -0.5% 3,066 $2.9M
BDF-Gestion 0.35% Reduce -17.3% 3,060 $2.9M
Greatmark Investment Partners, Inc. 0.35% No change 3,055 $2.9M
Investment Management Corp of Ontario 0.04% Add +37.1% 3,052 $2.9M
Independent Solutions Wealth Management, LLC 0.51% Add +2.6% 3,009 $2.9M
Great Lakes Retirement, Inc. 0.31% Add +2.5% 2,992 $2.9M
Jensen Investment Management Inc. 0.04% Add +11.2% 2,980 $2.8M
RB Capital Management, LLC 0.62% Add +2.7% 2,973 $2.8M
TD Private Client Wealth LLC 0.06% Reduce -5.4% 2,967 $2.8M
Caldwell Trust Co 0.26% Add +9.9% 2,957 $2.8M
E. Ohman J:or Asset Management AB 0.07% No change 2,950 $2.8M
Summit Trail Advisors, LLC 0.04% Add +18.8% 2,906 $2.8M
New Mexico Educational Retirement Board 0.09% Reduce -6.5% 2,900 $2.8M
Mirabaud & Cie SA 0.88% Reduce -33.5% 2,900 $2.8M
Metis Global Partners, LLC 0.06% Reduce -6.1% 2,849 $2.7M
SVB Wealth LLC 0.15% Reduce -37.9% 2,831 $2.7M
Hilltop Holdings Inc. 0.14% Add +6.5% 2,800 $2.7M
Principal Securities, Inc. 0.04% Reduce -0.4% 2,783 $2.7M
Chilton Investment Co. Inc. 0.05% New 2,753 $2.6M
Dynasty Wealth Management, LLC 0.03% Add +113.7% 2,739 $2.6M
NewEdge Advisors, LLC 0.01% Add +10.4% 2,728 $2.6M
United Capital Financial Advisors, LLC 0.02% Add +2.6% 2,725 $2.6M
Sowell Financial Services LLC 0.10% Reduce -13.2% 2,723 $2.6M
Affinity Investment Advisors, LLC 1.74% Reduce -2.8% 2,688 $2.6M
EPG Wealth Management LLC 0.71% Add +0.3% 2,688 $2.6M
Independent Financial Group, LLC 0.06% Add +76.2% 2,664 $2.5M
Accent Capital Management, LLC 1.05% Add +542.2% 2,620 $2.5M
Commerce Bank 0.01% Reduce -1.4% 2,597 $2.5M
RFG Advisory, LLC 0.05% Add +46.6% 2,591 $2.5M
Ascentis Wealth Management, LLC 0.59% Add +5.8% 2,574 $2.5M
Farther Finance Advisors, LLC 0.04% Add +91.4% 2,574 $2.5M
HUB Investment Partners, LLC 0.09% Add +15.2% 2,539 $2.4M
Brookstone Capital Management 0.03% Add +3.6% 2,538 $2.4M
Allen Investment Management, LLC 0.03% No change 2,525 $2.4M
Panagora Asset Management Inc. 0.01% Reduce -18.9% 2,525 $2.4M
Meeder Advisory Services, Inc. 0.11% Reduce -2.3% 2,511 $2.4M
Barings LLC 0.05% No change 2,508 $2.4M
IHT Wealth Management, LLC 0.06% Reduce -23.2% 2,505 $2.4M
Kendall Capital Management 0.53% Reduce -3.9% 2,477 $2.4M
Millennium Capital Advisors, LLC 1.42% Reduce -7.5% 2,458 $2.3M
Trexquant Investment LP 0.02% New 2,445 $2.3M
Empirical Finance, LLC 0.11% Add +0.9% 2,440 $2.3M
OMERS ADMINISTRATION Corp 0.02% No change 2,434 $2.3M
Achmea Investment Management B.V. 0.03% No change 2,431 $2.3M
Wealthcare Advisory Partners LLC 0.05% Add +0.6% 2,431 $2.3M
Allstate Corp. 0.05% New 2,397 $2.3M
NorthCoast Asset Management LLC 0.01% Reduce -3.4% 2,371 $2.3M
Oppenheimer & Co. Inc. 0.03% Reduce -6.8% 2,368 $2.3M
Paradigm Asset Management Co. LLC 0.52% No change 2,358 $2.3M
Wedmont Private Capital 0.08% Add +2.3% 2,274 $2.2M
Brown Financial Advisors 0.82% Reduce -2.1% 2,335 $2.2M
Harvest Portfolios Group Inc. 0.04% Reduce -14.1% 2,326 $2.2M
Donoghue Forlines LLC 0.68% New 2,295 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.08% No change 2,292 $2.2M
Dakota Wealth Management 0.04% Reduce -29.5% 2,272 $2.2M
Intech Investment Management LLC 0.02% Reduce -92.3% 2,268 $2.2M
Dana Investment Advisors, Inc. 0.06% No change 2,256 $2.2M
Griffin Asset Management, Inc. 0.24% Reduce -1.3% 2,237 $2.1M
Hudson Value Partners, LLC 0.67% No change 2,228 $2.1M
Apollon Wealth Management, LLC 0.04% Add +20.7% 2,218 $2.1M
LOM Asset Management Ltd 0.65% Add +3.4% 2,215 $2.1M
Mgo One Seven LLC 0.05% Add +21.6% 2,200 $2.1M
Ashton Thomas Private Wealth, LLC 0.05% Add +8.8% 2,193 $2.1M
Lebenthal Global Advisors, LLC 0.37% Add +5.0% 2,193 $2.1M
Dumont & Blake Investment Advisors LLC 0.51% Reduce -0.8% 2,188 $2.1M
Unified Investment Management 2.04% Reduce -7.2% 2,143 $2.0M
MBM Wealth Consultants, LLC 0.51% Reduce -15.8% 2,135 $2.0M
Jacobi Capital Management LLC 0.12% Add +2.1% 2,134 $2.0M
Sequoia Financial Advisors, LLC 0.01% Add +15.6% 2,132 $2.0M
SteelPeak Wealth, LLC 0.07% Reduce -1.2% 2,130 $2.0M
AlphaQuest LLC 0.13% Add +176.0% 2,125 $2.0M
AG2R La Mondiale Gestion D'actifs 0.10% No change 2,658 $2.0M
Sigma Planning Corp 0.06% Reduce -6.7% 2,096 $2.0M
HighPoint Advisor Group LLC 0.10% Reduce -0.9% 2,092 $2.0M
Verition Fund Management LLC 0.01% Reduce -92.6% 2,071 $2.0M
TigerOak Management, L.L.C. 0.61% Add +1.4% 2,065 $2.0M
Coldstream Capital Management Inc. 0.03% Reduce -15.6% 2,058 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.1% 2,051 $2.0M
J.W. Cole Advisors, Inc. 0.04% Reduce -3.0% 2,043 $2.0M
Old National Bancorp 0.03% Add +1.3% 2,039 $1.9M
Virtus Investment Advisers, LLC 0.56% New 2,032 $1.9M
Mission Creek Capital Partners, Inc. 0.38% Add +0.6% 2,017 $1.9M
Pettyjohn, Wood & White, Inc. 0.32% Add +31.6% 2,007 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.1% 1,994 $1.9M
Plato Investment Management Ltd 0.13% Reduce -0.3% 1,998 $1.9M
Diversified Trust Co. 0.04% Add +1.7% 1,978 $1.9M
Arista Wealth Management, LLC 0.23% No change 1,976 $1.9M
Clearstead Advisors, LLC 0.03% Add +1.6% 1,970 $1.9M
Paragon Private Wealth Management, LLC 0.61% Add +33.5% 1,939 $1.9M
CreativeOne Wealth, LLC 0.04% Reduce -16.3% 1,910 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -21.5% 1,910 $1.8M
Tiaa Trust, National Association 0.00% Reduce -4.5% 1,909 $1.8M
1832 Asset Management L.P. 0.00% New 1,901 $1.8M
Keel Point, LLC 0.11% Reduce -32.8% 1,899 $1.8M
Acropolis Investment Management, LLC 0.09% Reduce -23.2% 2,404 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -4.5% 1,886 $1.8M
Guggenheim Capital LLC 0.01% Reduce -8.0% 1,886 $1.8M
AMG National Trust Bank 0.04% Add +15.5% 1,882 $1.8M
Searle & Co. 0.48% No change 1,875 $1.8M
Harbor Investment Advisory, LLC 0.15% Reduce -2.6% 1,841 $1.8M
Aaron Wealth Advisors LLC 0.11% Add +264.0% 1,838 $1.8M
Shell Asset Management Co. 0.18% Reduce -82.7% 1,833 $1.8M
Private Trust Co. NA 0.15% Reduce -21.4% 1,828 $1.7M
Keybank National Association 0.01% Add +11.8% 1,826 $1.7M
Aptus Capital Advisors, LLC 0.02% Add +8.8% 1,810 $1.7M
Spire Wealth Management 0.06% Add +2.6% 1,807 $1.7M
One Wealth Advisors, LLC 0.22% Add +0.4% 1,801 $1.7M
Rothschild Investment LLC 0.10% Reduce -11.8% 1,793 $1.7M
World Investment Advisors 0.04% Add +2.4% 1,790 $1.7M
Richard Bernstein Advisors LLC 0.05% Reduce -55.0% 1,765 $1.7M
Pitcairn Co. 0.13% Reduce -32.0% 1,751 $1.7M
Quadrant Capital Group LLC 0.05% Add +0.8% 1,740 $1.7M
Probity Advisors, Inc. 0.27% Reduce -1.6% 1,738 $1.7M
Wedbush Securities Inc. 0.05% Add +1.6% 1,735 $1.7M
Mufg Securities Americas Inc. 0.11% Add +20.5% 1,735 $1.7M
Northwest & Ethical Investments L.P. 0.04% Add +1.9% 1,740 $1.6M
Squarepoint Ops LLC 0.00% Reduce -1.8% 1,716 $1.6M
Callan Family Office, LLC 0.05% Add +2.1% 1,715 $1.6M
Patten Group, Inc. 0.32% Add +35.7% 1,713 $1.6M
Marex Group Ltd 0.02% Reduce -0.5% 1,712 $1.6M
Ritholtz Wealth Management 0.03% Add +3.3% 1,709 $1.6M
Nations Financial Group Inc, /Ia/ 0.10% Add +0.4% 1,708 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -45.2% 1,706 $1.6M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -39.3% 1,700 $1.6M
Park Avenue Securities LLC 0.01% Add +7.5% 1,698 $1.6M
BTC Capital Management, Inc. 0.11% Reduce -4.6% 1,695 $1.6M
Icon Wealth Advisors, LLC 0.11% Add +32.7% 1,691 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -5.2% 1,689 $1.6M
Nomura Holdings Inc. 0.01% Reduce -23.5% 1,689 $1.6M
Wellington Management Group LLP 0.00% Add +48.1% 1,685 $1.6M
Systematic Alpha Investments, LLC 0.05% No change 1,674 $1.6M
GAMMA Investing LLC 0.09% Add +9.7% 1,671 $1.6M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 1,664 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Add +8.2% 1,658 $1.6M
Schear Investment Advisers, LLC 0.70% Add +1.4% 1,652 $1.6M
Vontobel Holding Ltd. 0.00% Reduce -9.6% 1,646 $1.6M
Banque Pictet & Cie SA 0.02% No change 1,635 $1.6M
Ballentine Partners, LLC 0.02% Add +2.8% 1,609 $1.5M
Greenleaf Trust 0.01% Add +0.3% 1,606 $1.5M
Lyrical Asset Management LP 0.02% Reduce -99.7% 1,605 $1.5M
Signaturefd, LLC 0.02% Add +1.8% 1,596 $1.5M
Savant Capital, LLC 0.01% Add +3.2% 1,583 $1.5M
Thompson Siegel & Walmsley LLC 0.02% Reduce -30.7% 1,580 $1.5M
Syon Capital LLC 0.08% Add +5.3% 1,565 $1.5M
Roman Butler Fullerton & Co. 0.40% Add +70.7% 1,707 $1.5M
Harbour Investments, Inc. 0.03% Add +2.5% 1,550 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -11.6% 1,549 $1.5M
K.J. Harrison & Partners Inc 0.21% Reduce -51.6% 1,500 $1.5M
Triasima Portfolio Management inc. 0.22% New 1,532 $1.5M
Capital Insight Partners, LLC 0.24% Add +6.3% 1,526 $1.5M
Arcataur Capital Management LLC 0.43% No change 1,521 $1.5M
MAI Capital Management 0.01% Add +1.4% 1,509 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 1,504 $1.4M
Harbor Advisors LLC 0.22% No change 1,500 $1.4M
Cardiff Park Advisors, LLC 0.11% No change 1,500 $1.4M
Hollencrest Capital Management 0.05% No change 1,499 $1.4M
Agf Management Ltd. 0.01% Add +167.9% 1,495 $1.4M
Parallel Advisors, LLC 0.03% Add +1.9% 1,465 $1.4M
Townsquare Capital LLC 0.21% Add +155.1% 1,454 $1.4M
Parkside Financial Bank & Trust 0.11% Add +0.5% 1,450 $1.4M
SeaBridge Investment Advisors LLC 0.22% Add +0.1% 1,443 $1.4M
RiverPark Advisors, LLC 1.05% Reduce -2.7% 1,436 $1.4M
Stance Capital LLC 0.50% Reduce -23.7% 1,433 $1.4M
Diversify Advisory Services, LLC 0.05% Reduce -4.5% 1,579 $1.4M
SIH Partners, LLLP 0.12% New 1,412 $1.3M
HMS Capital Management, LLC 0.57% Add +4.8% 1,412 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -1.3% 1,409 $1.3M
AE Wealth Management LLC 0.01% Reduce -3.1% 1,407 $1.3M
Harbor Capital Advisors, Inc. 0.10% Add +2.5% 1,406 $1.3M
Pecaut & Co. 0.43% Reduce -15.1% 1,403 $1.3M
Pragma Gestao DE Patrimonio Ltd. 0.58% New 1,400 $1.3M
U.S. Capital Wealth Advisors, LLC 0.04% Add +0.9% 1,399 $1.3M
Transatlantique Private Wealth LLC 0.43% Reduce -10.7% 1,385 $1.3M
American Trust 0.11% Add +3.0% 1,383 $1.3M
Fiduciary Trust Co 0.01% Add +7.5% 1,383 $1.3M
SeaCrest Wealth Management, LLC 0.14% Add +15.4% 1,327 $1.3M
Sandler Capital Management 0.48% New 1,381 $1.3M
Stiles Financial Services Inc 0.42% Add +12.5% 1,379 $1.3M
Quantessence Capital LLC 0.41% New 1,372 $1.3M
Tectonic Advisors LLC 0.07% Reduce -5.6% 1,371 $1.3M
XTX Topco Ltd 0.07% New 1,359 $1.3M
NorthRock Partners, LLC 0.02% Add +24.6% 1,352 $1.3M
Full Sail Capital, LLC 0.07% Reduce -13.6% 1,343 $1.3M
Wolff Wiese Magana LLC 0.72% Add +1.3% 1,331 $1.3M
Guidance Capital, Inc. 0.33% Add +0.6% 1,390 $1.3M
Flagship Harbor Advisors, LLC 0.06% Reduce -1.5% 1,330 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +21.3% 1,325 $1.3M
Independent Investors Inc. 0.24% Reduce -0.4% 1,325 $1.3M
Silver Oak Securities, Incorporated 0.09% No change 1,308 $1.2M
Piar LLC 0.89% Add +29.1% 1,300 $1.2M
MainStreet Investment Advisors LLC 0.17% New 1,300 $1.2M
Aviso Wealth Management 0.54% Reduce -0.8% 1,298 $1.2M
International Assets Investment Management, LLC 0.10% No change 1,586 $1.2M
Quantitative Investment Management, LLC 0.17% New 1,277 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -17.2% 1,276 $1.2M
DGS Capital Management, LLC 0.22% Add +3.3% 1,261 $1.2M
StoneX Group Inc. 0.05% Add +6.7% 1,251 $1.2M
Vestcor Inc 0.04% Reduce -9.9% 1,248 $1.2M
WINTON GROUP Ltd 0.04% Reduce -31.6% 1,243 $1.2M
MUFG Securities EMEA plc 0.03% Add +541.7% 1,232 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -44.8% 1,231 $1.2M
Paladin Wealth, LLC 0.85% Reduce -6.1% 1,224 $1.2M
Modera Wealth Management, LLC 0.01% Reduce -0.4% 1,223 $1.2M
Ranch Capital Advisors Inc. 0.45% Reduce -0.1% 1,216 $1.2M
Peddock Capital Advisors, LLC 0.25% Add +0.8% 1,203 $1.1M
Campbell & CO Investment Adviser LLC 0.09% Reduce -18.7% 1,194 $1.1M
Mather Group, Llc. 0.01% Add +0.3% 1,183 $1.1M
Optas, LLC 0.19% Add +0.9% 1,174 $1.1M
PFG Investments, LLC 0.06% Reduce -1.3% 1,174 $1.1M
Allworth Financial LP 0.00% Add +12.9% 1,165 $1.1M
Ausdal Financial Partners, Inc. 0.05% Add +281.0% 1,162 $1.1M
Fidelis Capital Partners, LLC 0.09% Reduce -3.7% 1,157 $1.1M
Denali Advisors LLC 0.12% Reduce -41.7% 1,155 $1.1M
Integrity Alliance, Llc. 0.05% Add +6.6% 1,154 $1.1M
Merit Financial Group, LLC 0.01% Add +66.5% 1,142 $1.1M
Semus Wealth Partners LLC 0.62% Reduce -25.9% 1,141 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -2.3% 1,138 $1.1M
Patrick M Sweeney & Associates, Inc. 0.70% Reduce -1.0% 1,130 $1.1M
LGT Fund Management Co Ltd. 0.09% No change 1,120 $1.1M
Cadent Capital Advisors, LLC 0.28% Add +10.1% 1,126 $1.1M
Welch Group, LLC 0.04% Reduce -2.2% 1,120 $1.1M
Natural Investments, LLC 0.27% Add +35.6% 1,120 $1.1M
Praxis Investment Management Inc. 0.06% No change 1,120 $1.1M
Fiduciary Alliance LLC 0.07% Reduce -0.5% 1,109 $1.1M
Polymer Capital Management (US) LLC 0.14% Reduce -61.7% 1,100 $1.1M
Jaffetilchin Investment Partners, LLC 0.06% Add +0.9% 1,093 $1.0M
Caxton Associates LLP 0.03% Reduce -25.7% 1,092 $1.0M
Romano Brothers and Company 0.12% Reduce -2.1% 1,091 $1.0M
Souders Financial Advisors 0.12% Add +9.6% 1,082 $1.0M
Illumine Investment Management, LLC 0.73% No change 1,076 $1.0M
Twin Capital Management Inc. 0.13% Add +79.6% 1,065 $1.0M
Hodges Capital Management Inc. 0.09% Reduce -6.6% 1,058 $1.0M
Koshinski Asset Management, Inc. 0.07% Add +1.0% 1,050 $1.0M
Compound Planning, Inc. 0.03% Add +22.3% 1,043 $996K
Oak Thistle LLC 0.15% New 1,032 $985K
Sonora Investment Management Group, LLC 0.07% Reduce -0.4% 1,031 $984K
Argentarii, LLC 0.39% Add +0.1% 1,028 $981K
Silvercrest Asset Management Group LLC 0.01% Add +2.3% 1,023 $977K
Financial Management Network Inc. 0.16% Add +10.3% 989 $977K
Dynamic Advisor Solutions LLC 0.03% Reduce -1.2% 1,022 $976K
Smartleaf Asset Management LLC 0.06% Add +50.1% 1,033 $975K
Archer Investment Corp 0.22% No change 1,011 $965K
Consultiva Wealth Management, Corp. 2.68% No change 1,000 $955K
Corient IA LP 0.71% No change 1,000 $955K
Canandaigua National Bank & Trust Co. 0.08% No change 1,000 $955K
WBH Advisory Inc. 0.07% No change 1,000 $955K
Central Pacific Bank - Trust Division 0.12% Add +408.2% 996 $951K
HCR Wealth Advisors 0.10% Add +42.9% 970 $949K
Voleon Capital Management LP 0.02% Add +97.0% 991 $946K
KPP Advisory Services LLC 0.14% Add +0.9% 983 $938K
Simplicity Wealth,LLC 0.05% Reduce -17.5% 981 $937K
Values First Advisors, Inc. 0.50% Reduce -4.3% 974 $930K
Belpointe Asset Management LLC 0.04% Add +217.3% 974 $930K
Norden Group LLC 0.09% Add +13.2% 972 $928K
Tema ETFs LLC 0.08% New 970 $926K
Enterprise Financial Services Corp 0.48% Reduce -5.0% 966 $922K
Penserra Capital Management LLC 0.01% Add +166.0% 955 $910K
PFG Advisors 0.04% Add +11.7% 953 $909K
Foundations Investment Advisors, LLC 0.01% Add +13.0% 946 $903K
Meridian Wealth Management, LLC 0.03% Add +22.7% 941 $899K
MassMutual Private Wealth & Trust, FSB 0.02% Add +250.4% 925 $883K
Evermay Wealth Management LLC 0.10% No change 920 $878K
Vinva Investment Management Ltd 0.02% Reduce -78.8% 930 $878K
Waverly Advisors, LLC 0.01% Add +1.2% 917 $876K
Traub Capital Management LLC 0.86% Reduce -17.2% 916 $875K
Generali Asset Management SPA SGR 0.02% Reduce -0.3% 914 $873K
Qsemble Capital Management, LP 0.09% New 912 $871K
OneDigital Investment Advisors LLC 0.01% Reduce -3.4% 911 $870K
Fifth Third Wealth Advisors LLC 0.03% Reduce -0.6% 908 $867K
Siemens Fonds Invest GmbH 0.05% Reduce -1.9% 907 $866K
Valeo Financial Advisors, LLC 0.02% Reduce -2.6% 906 $865K
Worth Financial Advisory Group, LLC 0.48% Add +0.3% 903 $862K
Jefferies Financial Group Inc. 0.01% Reduce -46.0% 902 $861K
Meeder Asset Management Inc. 0.05% Reduce -60.3% 900 $859K
Nemes Rush Group LLC 0.08% No change 895 $854K
Forum Financial Management, LP 0.01% Add +9.5% 887 $847K
GC Wealth Management RIA, LLC 0.03% Add +73.2% 885 $845K
Bank of Hawaii 0.04% Add +16.4% 885 $845K
Premier Path Wealth Partners, LLC 0.11% Add +2.9% 884 $844K
Journey Strategic Wealth LLC 0.02% Reduce -0.5% 877 $838K
DAVENPORT & Co LLC 0.00% Reduce -8.2% 876 $836K
Sagespring Wealth Partners, LLC 0.02% Add +13.8% 874 $834K
Karani Asset Management LLC 0.71% New 872 $832K
Collective Family Office LLC 0.20% Reduce -1.8% 866 $827K
Spirepoint Private Client, LLC 0.09% Reduce -2.6% 865 $826K
Pittenger & Anderson Inc. 0.03% Add +2.4% 865 $826K
Stratos Wealth Advisors, LLC 0.04% Add +10.7% 857 $819K
First Bank & Trust 0.14% Add +5.7% 857 $818K
Landing Point Financial Group, LLC 0.42% Reduce -11.7% 854 $815K
1776 Wealth LLC 0.31% No change 850 $811K
Bridgewater Advisors Inc. 0.06% Add +0.6% 956 $808K
Exchange Traded Concepts, LLC 0.01% Add +181.3% 844 $806K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -66.9% 835 $797K
Oddo BHF Asset Management Sas 0.03% No change 835 $797K
Curi Capital, LLC 0.01% Add +3.9% 833 $795K
GMO 0.00% Add +3.1% 825 $788K
Cooper Financial Group 0.09% Add +2.1% 824 $787K
Fielder Capital Group LLC 0.18% No change 819 $782K
Delta Investment Management, LLC 0.14% Add +6.1% 818 $781K
CVA Family Office, LLC 0.10% Reduce -6.3% 818 $781K
Valmark Advisers, Inc. 0.01% Add +3.4% 814 $777K
TBH Global Asset Management, LLC 0.15% Add +0.3% 812 $775K
Hudson Bay Capital Management LP 0.01% Add +19.1% 810 $773K
Congress Park Capital LLC 0.24% Add +1.9% 805 $769K
Krilogy Financial LLC 0.03% New 909 $768K
Profit Investment Management, LLC 0.96% No change 802 $766K
Adell Harriman & Carpenter Inc. 0.05% Reduce -3.1% 789 $753K
Evercore Wealth Management, LLC 0.01% Reduce -11.8% 788 $752K
Capstone Wealth Management Group LLC 0.48% Add +0.1% 787 $752K
Verus Capital Partners, LLC 0.06% Add +17.1% 786 $750K
Calton & Associates, Inc. 0.11% Add +0.5% 774 $739K
Keebeck Wealth Management 0.09% Reduce -0.4% 773 $738K
Inspire Advisors, LLC 0.07% Reduce -25.7% 762 $728K
Ascentis Independent Advisors 0.12% Reduce -0.9% 762 $727K
Horizon Kinetics Asset Management LLC 0.01% No change 756 $722K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +0.8% 755 $721K
Locust Wood Capital Advisers, LLC 0.02% Reduce -30.9% 750 $716K
Profund Advisors LLC 0.02% Reduce -18.4% 746 $712K
Cresset Asset Management, LLC 0.00% Add +3.8% 746 $712K
1248 Management, LLC 0.40% Reduce -58.7% 741 $707K
CNB Bank 0.29% Add +1.4% 739 $705K
Ethos Financial Group, LLC 0.05% New 729 $696K
Swisher Financial Concepts, Inc. 0.42% Add +0.1% 729 $695K
IFP Advisors, Inc 0.02% Reduce -24.9% 725 $692K
Volterra Technologies LP 0.46% New 723 $690K
Everhart Financial Group, Inc. 0.07% Add +24.4% 719 $686K
Advyzon Investment Management, LLC 0.12% Add +73.0% 716 $684K
Olde Wealth Management, LLC 0.21% — 800 $683K
Rwa Wealth Partners, LLC 0.01% No change 713 $681K
Retireful, LLC 0.66% New 712 $680K
Welch & Forbes LLC 0.01% No change 707 $675K
Great Point Wealth Advisors, LLC 0.13% — 704 $672K
Chesapeake Capital Corp. 0.60% — 702 $670K
Bay Capital Advisors, LLC 0.44% No change 701 $669K
Evergreen Capital Management LLC 0.02% Add +16.5% 698 $666K
Elgethun Capital Management 0.12% No change 683 $662K
Baker Avenue Asset Management, LP 0.02% Add +14.8% 689 $657K
Clarius Group, LLC 0.04% Reduce -56.9% 688 $657K
Tower Research Capital LLC (TRC) 0.02% Reduce -76.3% 684 $653K
Leslie Global Wealth, LLC 0.31% No change 682 $651K
Berman McAleer LLC 0.09% — 682 $651K
Clifford Swan Investment Counsel LLC 0.02% Reduce -22.7% 681 $650K
FineMark National Bank & Trust 0.02% Add +58.0% 678 $647K
City National Bank of Florida 0.43% Add +9.4% 677 $646K
Investment Management Corp. /Va/ 0.55% Reduce -13.9% 676 $645K
Larson Financial Group LLC 0.02% Reduce -25.0% 671 $641K
Perigon Wealth Management, LLC 0.01% Add +20.0% 671 $641K
National Wealth Management Group, LLC 0.24% New 669 $639K
Klingman & Associates, LLC 0.03% Add +2.1% 668 $638K
Heritage Wealth Advisors 0.03% Reduce -0.3% 667 $637K
Ieq Capital, LLC 0.00% Reduce -4.5% 666 $636K
Qtron Investments LLC 0.08% No change 665 $635K
Cornerstone Wealth Management, LLC 0.04% Reduce -8.7% 665 $635K
FSM Wealth Advisors, LLC 0.09% Add +124.0% 663 $633K
Wesbanco Bank Inc. 0.02% Add +87.5% 662 $632K
Torray Investment Partners LLC 0.09% No change 660 $630K
Finivi Inc. 0.40% Reduce -71.6% 658 $628K
Darden Wealth Group Inc 0.33% Add +31.0% 655 $625K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +0.5% 653 $623K
Haverford Trust Co 0.01% Reduce -1.4% 653 $623K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -1.2% 652 $623K
SLT Holdings LLC 0.42% Reduce -2.7% 648 $619K
Titleist Asset Management, LLC 0.05% Reduce -15.6% 648 $618K
111 Capital 0.12% New 647 $618K
Cordgrass Capital Advisors, LLC 0.15% Reduce -5.0% 646 $617K
Jump Financial, LLC 0.01% New 646 $617K
Turtle Creek Wealth Advisors, LLC 0.05% Add +127.5% 637 $608K
Axxcess Wealth Management, LLC 0.01% Add +55.4% 637 $608K
Cigna Investments Inc. 0.09% No change 633 $605K
Composition Wealth, LLC 0.01% Add +7.3% 630 $601K
First Manhattan Co. Llc. 0.00% Add +1.5% 623 $595K
Kingsview Wealth Management, LLC 0.01% Add +4.0% 619 $591K
One Capital Management, LLC 0.02% Reduce -3.3% 614 $586K
Magnus Financial Group LLC 0.05% Add +4.3% 605 $578K
Commerzbank Aktiengesellschaft 0.01% No change 605 $578K
CX Institutional 0.02% Add +2.7% 601 $574K
Catalyst Funds Management Pty Ltd 0.09% New 600 $573K
Resonant Capital Advisors, LLC 0.03% Add +1.2% 598 $571K
HBK Sorce Advisory LLC 0.01% Add +8.3% 558 $570K
Precision Wealth Strategies, LLC 0.18% Add +0.2% 595 $568K
Genus Capital Management Inc. 0.07% Reduce -84.2% 595 $568K
Moss Adams Wealth Advisors LLC 0.04% Add +1.2% 593 $566K
Gsa Capital Partners LLP 0.05% Add +87.6% 589 $562K
BOS Asset Management, LLC 0.16% No change 588 $561K
Essex Financial Services, Inc. 0.03% Add +11.9% 584 $557K
Range Financial Group LLC 0.20% Reduce -1.4% 576 $550K
Seeds Investor LLC 0.12% Add +22.3% 575 $549K
Middleton & Co. Inc. 0.06% Reduce -4.2% 575 $549K
Concurrent Investment Advisors, LLC 0.01% Add +7.5% 574 $548K
Synovus Financial Corp. 0.01% Add +1.8% 573 $547K
Zions Bancorporation, National Association 0.03% Add +101.4% 572 $546K
Americana Partners, LLC 0.02% Add +3.5% 570 $544K
Cornerstone Select Advisors, LLC 0.40% Reduce -3.9% 569 $543K
Daymark Wealth Partners, LLC 0.02% Reduce -9.6% 567 $542K
Falcon Wealth Planning 0.05% Add +0.3% 567 $541K
Performance Wealth Partners, LLC 0.02% Add +70.5% 566 $540K
Leavell Investment Management, Inc. 0.02% No change 565 $539K
LVZ, Inc. 0.06% Add +17.0% 564 $539K
Beacon Investment Advisory Services, Inc. 0.02% No change 564 $538K
Avestar Capital, LLC 0.04% Reduce -14.7% 562 $537K
Transcend Capital Advisors, LLC 0.04% Add +4.5% 561 $535K
Key Financial Inc 0.10% No change 553 $532K
Arete Wealth Advisors, LLC 0.03% Add +4.3% 557 $531K
PDS Planning, Inc 0.04% Add +0.9% 555 $530K
Capula Management Ltd 0.00% New 554 $529K
A4 Wealth Advisors LLC 0.44% — 549 $524K
Legacy Capital Wealth Partners, LLC 0.11% Add +10.6% 545 $521K
Checchi Capital Advisers, LLC 0.04% Reduce -5.1% 543 $518K
Fearless Solutions, LLC dba Best Invest 0.33% Add +0.9% 542 $517K
Guardian Wealth Advisors, LLC / NC 0.03% Add +1.5% 541 $516K
Childress Capital Advisors, LLC 0.09% New 539 $515K
Inscription Capital, LLC 0.06% Reduce -5.3% 536 $512K
Huntington National Bank 0.00% Add +19.1% 536 $512K
Greenfield Seitz Capital Management, LLC 0.16% Add +10.1% 536 $512K
AdvisorShares Investments LLC 0.08% Reduce -16.7% 535 $511K
Steel Grove Capital Advisors, LLC 0.06% No change 677 $510K
Cannon Advisors, Inc. 0.34% Add +8.2% 556 $508K
WASHINGTON TRUST Co 0.02% New 532 $508K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -0.6% 530 $506K
Westmount Partners, LLC 0.13% No change 523 $504K
Ramsay, Stattman, Vela & Price, Inc. 0.09% No change 525 $501K
Fort Washington Investment Advisors Inc. 0.00% No change 525 $501K
Impact Capital Partners LLC 0.15% Add +1.2% 519 $495K
EverSource Wealth Advisors, LLC 0.02% Add +38.6% 517 $494K
CENTRAL TRUST Co 0.01% Reduce -1.7% 516 $493K
Parsons Capital Management Inc. 0.03% No change 515 $492K
Hudock, Inc. 0.07% Reduce -10.3% 513 $490K
Advisory Alpha, LLC 0.01% Add +61.5% 499 $488K
Avalon Trust Co 0.03% Add +46.4% 511 $488K
Salem Investment Counselors Inc. 0.01% No change 511 $488K
First Horizon Corp. 0.02% — 510 $487K
Acorn Wealth Advisors, LLC 0.15% Add +0.4% 509 $486K
Financial Consulate, Inc. 0.07% New 504 $481K
VestGen Advisors, LLC 0.02% New 502 $479K
Aries Wealth Management 0.11% No change 500 $477K
Scissortail Wealth Management, LLC 0.10% No change 500 $477K
Deltec Asset Management LLC 0.08% No change 500 $477K
Fayez Sarofim & Co 0.00% No change 500 $477K
Alpha Cubed Investments, LLC 0.02% Reduce -1.4% 498 $475K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 497 $474K
Western Wealth Management, LLC 0.03% Add +1.8% 497 $474K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% New 495 $473K
Smithfield Trust Co 0.02% No change 493 $470K
Brooklyn Investment Group 0.06% Reduce -4.0% 618 $465K
Ascent Wealth Partners, LLC 0.05% No change 487 $465K
Insigneo Advisory Services, LLC 0.03% Add +20.5% 487 $465K
Shelton Capital Management 0.01% Reduce -1.8% 485 $463K
Pines Wealth Management, LLC 0.16% Add +2.3% 484 $462K
Financial Partners Group, Inc 0.06% No change 483 $462K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 525 $460K
Brighton Jones LLC 0.01% Reduce -9.1% 480 $459K
Hazlett, Burt & Watson, Inc. 0.16% Add +17.6% 475 $457K
Chicago Partners Investment Group LLC 0.01% Add +5.7% 519 $454K
Rehmann Capital Advisory Group 0.02% Reduce -15.6% 475 $454K
First National Trust Co 0.02% No change 475 $453K
2UniFi Bank 0.23% Add +323.2% 474 $453K
Confluence Wealth Services, Inc. 0.02% Reduce -6.7% 474 $453K
Signature Estate & Investment Advisors LLC 0.01% New 467 $446K
Tennessee Valley Asset Management Partners 0.06% New 466 $445K
Cascade Investment Group, Inc. 0.29% No change 460 $439K
Realta Investment Advisors 0.15% No change 457 $436K
Nicolet Advisory Services, LLC 0.03% Add +0.7% 441 $436K
Elmwood Wealth Management, Inc. 0.15% Add +2.2% 456 $435K
Sage Mountain Advisors LLC 0.02% New 454 $433K
Sandhill Capital Partners LLC 0.03% No change 452 $432K
Regions Financial Corp. 0.00% Reduce -1.3% 451 $431K
Opal Wealth Advisors, LLC 0.12% Add +2.7% 450 $430K
Sageworth Trust Co 0.02% New 443 $423K
Signal Advisors Wealth, LLC 0.04% Reduce -30.6% 443 $423K
Bright Futures Wealth Management, LLC. 0.33% — 441 $421K
Focus Financial Network, Inc. 0.01% Reduce -33.9% 440 $420K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -10.0% 440 $420K
Kraft, Davis & Associates, LLC 0.10% Reduce -1.2% 425 $420K
First County Bank 0.21% Add +1.9% 438 $418K
Great Valley Advisor Group, Inc. 0.01% Add +12.9% 437 $417K
Kenora Financial, LLC 0.14% No change 434 $414K
Quantum Financial Advisors, LLC 0.05% No change 434 $414K
CoreCap Advisors, LLC 0.02% Add +44.7% 434 $414K
Conning Inc. 0.01% Reduce -32.8% 430 $411K
GPS Wealth Strategies Group, LLC 0.04% No change 426 $407K
Fortem Financial Group, LLC 0.12% No change 425 $406K
Interchange Capital Partners, LLC 0.08% Add +14.0% 424 $405K
Asset Allocation & Management Company, LLC 0.17% No change 424 $405K
Isthmus Partners, LLC 0.05% Add +0.5% 422 $403K
Leigh Baldwin & Co., LLC 0.23% Reduce -36.7% 422 $403K
Three Seasons Wealth, LLC 0.04% New 421 $402K
Quotient Wealth Partners, LLC 0.01% Add +12.3% 420 $401K
Murphy Pohlad Asset Management LLC 0.16% No change 420 $401K
GAM Holding AG 0.02% New 419 $400K
Savvy Advisors, Inc. 0.02% Add +28.7% 417 $398K
Capital Advisors, Ltd. LLC 0.04% No change 415 $396K
Arbor Trust Wealth Advisors, LLC 0.18% Add +10.8% 410 $391K
Monument Capital Management 0.10% No change 410 $391K
Richards, Merrill & Peterson, Inc. 0.17% Add +4.3% 410 $391K
DeDora Capital, Inc. 0.09% Reduce -5.1% 408 $390K
Claro Advisors Inc. 0.06% No change 407 $389K
Accelerate Investment Advisors LLC 0.26% No change 404 $386K
Brave Asset Management Inc. 0.09% No change 403 $385K
Portside Wealth Group, LLC 0.05% Add +0.5% 402 $384K
Elevation Point Wealth Partners, LLC 0.03% Reduce -85.7% 398 $380K
Mechanics Financial Corp 0.14% New 398 $380K
Atala Financial Inc 0.24% No change 396 $378K
Howard Capital Management, LLC 0.01% Add +3.1% 395 $377K
Wilson & Boucher Capital Management, LLC 0.25% No change 393 $375K
Wealth Alliance, LLC 0.04% Reduce -0.3% 392 $374K
180 Wealth Advisors, LLC 0.05% Reduce -22.9% 391 $373K
Personal Cfo Solutions, LLC 0.06% Add +6.3% 387 $370K
Harvest Management LLC 0.18% Reduce -32.5% 385 $368K
Colonial River Investments, LLC 0.14% Reduce -7.5% 385 $368K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% No change 383 $366K
SageView Advisory Group, LLC 0.01% New 382 $365K
Tred Avon Family Wealth, LLC 0.13% — 381 $364K
Hills Bank & Trust Co 0.02% No change 377 $360K
Cornerstone Wealth Group, LLC 0.02% Add +4.2% 375 $358K
Eagle Strategies LLC 0.05% No change 373 $357K
AA Financial Advisors, LLC 0.07% New 373 $356K
Five Oceans Advisors 0.13% Reduce -2.9% 372 $355K
Oak Asset Management, LLC 0.12% No change 372 $355K
Center For Asset Management LLC 0.19% No change 371 $354K
TCI Wealth Advisors, Inc. 0.02% No change 371 $354K
Bell Bank 0.02% New 371 $354K
Anchor Investment Management, LLC 0.03% No change 370 $353K
Global Retirement Partners, LLC 0.01% Reduce -8.7% 369 $353K
Obsidian Cio, LLC 0.05% Add +1.7% 368 $351K
Red Door Wealth Management, LLC 0.04% No change 367 $351K
Blueshift Asset Management, LLC 0.11% New 365 $348K
Wellington Shields Capital Management, LLC 0.05% No change 365 $348K
Atom Investors LP 0.03% Reduce -41.6% 365 $348K
Johnson Investment Counsel Inc. 0.00% Add +0.8% 365 $348K
Napa Wealth Management 0.16% Add +0.3% 364 $347K
Bouchey Financial Group, Ltd. 0.03% Add +0.3% 363 $347K
Stephens Inc. 0.00% Add +13.1% 363 $347K
Cannon Wealth Management Services, LLC 0.26% Add +2.3% 360 $344K
Perennial Investment Advisors, LLC 0.03% Add +10.8% 359 $343K
Parsonex Advisory Services, Inc. 0.23% New 359 $343K
NBT Bank, N.A. 0.02% No change 359 $343K
Ascent Group, LLC 0.01% Add +21.1% 356 $340K
Fox Hill Wealth Management 0.16% Reduce -5.3% 355 $339K
Terra Nova Asset Management LLC 0.21% Reduce -22.2% 350 $334K
Note Advisors, LLC 0.20% No change 350 $334K
AXS Investments LLC 0.11% No change 350 $334K
Camden National Bank 0.05% Reduce -3.0% 350 $334K
Moody National Bank Trust Division 0.03% Reduce -10.5% 348 $332K
Regent Peak Wealth Advisors LLC 0.07% — 347 $331K
Patton Fund Management, Inc. 0.06% No change 346 $330K
Campion Asset Management 0.23% No change 345 $329K
Aristeia Capital, L.L.C. 0.02% New 345 $329K
CWA Asset Management Group, LLC 0.01% Add +2.1% 342 $326K
Cidel Asset Management Inc. 0.02% No change 342 $326K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 341 $325K
Kingswood Wealth Advisors, LLC 0.02% Reduce -4.5% 340 $325K
Alta Advisers Ltd 0.10% No change 338 $323K
Northstar Financial Companies, Inc. 0.30% No change 336 $321K
Wealthstream Advisors, Inc. 0.05% Add +2.8% 335 $320K
BSW Wealth Partners 0.04% Reduce -36.2% 335 $320K
Marion Wealth Management 0.08% Add +0.9% 334 $319K
BCS Private Wealth Management, Inc. 0.11% No change 334 $319K
Brookwood Investment Group LLC 0.04% Reduce -85.0% 334 $319K
Exencial Wealth Advisors, LLC 0.01% Add +5.0% 334 $319K
Symphony Financial, Ltd. Co. 0.04% Reduce -90.1% 324 $317K
Promethium Advisors,llc 0.18% No change 332 $317K
Commonwealth Financial Services, LLC 0.05% Reduce -0.6% 332 $317K
Rydar Equities, Inc. 0.25% Reduce -32.9% 327 $314K
NCM Capital Management, LLC 0.12% No change 329 $314K
Cascades Capital Asset Management, LLC 0.14% No change 325 $310K
LBMC Investment Advisors, LLC 0.02% New 325 $310K
Banco Santander, S.A. 0.00% Reduce -11.9% 325 $310K
Rogco, LP 0.11% New 324 $309K
Grandview Asset Management LLC 0.09% New 323 $308K
Allen Capital Group, LLC 0.03% Add +1.3% 323 $308K
Sunflower Bank, N.A. 0.07% Add +5.6% 322 $307K
BAM Wealth Management, LLC 0.24% — 321 $306K
Gryphon Financial Partners LLC 0.03% New 320 $306K
ING Groep NV 0.00% Reduce -42.5% 318 $304K
Harvest Fund Management Co., Ltd 0.01% Add +1.2% 429 $303K
Wexford Capital LP 0.09% New 317 $303K
Apella Capital, LLC 0.01% Add +4.5% 300 $302K
GTS Securities LLC 0.01% New 315 $301K
Blue Trust, Inc. 0.00% Reduce -9.8% 314 $300K
Brown Brothers Harriman & Co. 0.00% Add +130.9% 314 $300K
Colonial Trust Co / SC 0.04% No change 314 $300K
Mayflower Financial Advisors, LLC 0.04% Add +1.0% 313 $299K
Human Investing LLC 0.04% Add +0.3% 312 $298K
Aviso Financial Inc. 0.01% New 311 $297K
Perpetual Ltd 0.00% Add +15.6% 311 $297K
Legacy Financial Advisors, Inc. 0.04% Add +1.0% 310 $296K
Plancorp, LLC 0.01% Reduce -13.7% 309 $295K
Adamsbrown Wealth Consultants LLC 0.08% Reduce -4.0% 309 $295K
Ameritas Advisory Services, LLC 0.02% Reduce -6.4% 308 $294K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 308 $294K
Quent Capital, LLC 0.02% No change 308 $294K
Old Port Advisors 0.07% Reduce -1.0% 305 $291K
Nwam LLC 0.02% Reduce -92.1% 292 $290K
United Community Bank 0.09% Add +57.5% 304 $290K
Capital Analysts, LLC 0.01% No change 304 $290K
Drive Wealth Management, LLC 0.06% Add +1.3% 303 $289K
L2 Asset Management, LLC 0.04% Add +3.8% 301 $287K
First Dallas Securities Inc. 0.11% No change 300 $286K
MorganRosel Wealth Management, LLC 0.07% No change 300 $286K
Aureus Asset Management, LLC 0.02% No change 300 $286K
SBI Securities Co., Ltd. 0.01% Reduce -1.3% 300 $286K
BlueChip Wealth Advisors LLC 0.12% Reduce -6.6% 297 $284K
Pinnacle Financial Partners Inc 0.01% New 296 $283K
Versant Capital Management, Inc 0.04% Add +5.0% 296 $283K
Certuity, LLC 0.02% Reduce -17.1% 295 $282K
Seven Mile Advisory 0.05% New 294 $281K
Astoria Portfolio Advisors LLC. 0.07% New 282 $280K
Lake Street Private Wealth, LLC 0.04% Reduce -1.0% 292 $279K
CPR Investments Inc. 0.19% New 292 $279K
Cape Ann Savings Bank 0.15% New 290 $277K
Forbes J M & Co. LLP 0.02% No change 290 $277K
Acadian Asset Management LLC 0.00% Add +41.0% 289 $275K
D L Carlson Investment Group Inc. 0.05% New 288 $275K
South Plains Financial, Inc. 0.17% New 286 $273K
Engineers Gate Manager LP 0.00% New 283 $270K
Courier Capital LLC 0.02% No change 282 $269K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +2.2% 281 $268K
Partners in Financial Planning 0.05% New 280 $267K
Gladstone Institutional Advisory LLC 0.01% Reduce -4.1% 278 $265K
J. Safra Sarasin Holding AG 0.00% New 276 $263K
Buckhead Capital Management LLC 0.10% Reduce -5.2% 275 $263K
Werba Rubin Papier Wealth Management 0.04% Reduce -0.4% 274 $262K
Mogy Joel R Investment Counsel Inc. 0.01% No change 272 $260K
Chicago Capital, LLC 0.01% No change 272 $260K
Ironwood Investment Counsel, LLC 0.04% No change 268 $257K
Pure Financial Advisors, LLC 0.00% New 268 $256K
Park Capital Management, LLC / WI 0.20% No change 267 $255K
Founders Financial Alliance, LLC 0.05% New 263 $251K
Aljian Capital Management, LLC 0.05% Reduce -9.9% 263 $251K
KCM Investment Advisors LLC 0.01% New 261 $249K
Capital Investment Advisors, LLC 0.00% New 261 $249K
MASTERINVEST Kapitalanlage GmbH 0.02% New 260 $248K
Circle Wealth Management, LLC 0.00% New 260 $248K
Highview Capital Management LLC 0.09% New 259 $247K
Joel Isaacson & Co., LLC 0.01% New 259 $247K
Integrated Investment Consultants, LLC 0.04% New 258 $246K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -5.8% 258 $246K
Gleason Group, Inc. 0.02% Add +0.4% 258 $246K
Drucker Wealth 3.0, LLC 0.04% New 257 $246K
Legacy Financial Group, Inc. 0.07% Reduce -4.5% 256 $244K
Strategic Blueprint, LLC 0.01% Reduce -5.2% 256 $244K
Investor's Fiduciary Advisor Network, LLC 0.08% Reduce -5.2% 256 $244K
Avidian Wealth Enterprises, LLC 0.01% New 255 $244K
Windsor Capital Management, LLC 0.07% New 255 $243K
Opes Wealth Management LLC 0.04% New 255 $243K
BIP Wealth, LLC 0.01% New 254 $242K
Rathbones Group PLC 0.00% New 254 $242K
Keystone Investors Pte Ltd. 0.03% Reduce -83.8% 253 $242K
Summitry LLC 0.01% New 253 $242K
Leeward Financial Partners, LLC 0.07% New 252 $241K
St Germain D J Co. Inc. 0.01% No change 252 $241K
Embree Financial Group 0.03% New 251 $240K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Reduce -13.8% 250 $239K
Mark Sheptoff Financial Planning, LLC 0.11% No change 250 $239K
Retirement Planning Co of New England, Inc. 0.10% New 250 $239K
Bond & Devick Financial Network, Inc. 0.07% New 250 $239K
Keating Investment Counselors Inc. 0.07% New 250 $239K
Frank, Rimerman Advisors LLC 0.02% New 247 $236K
Cetera Trust Company, N.A 0.13% No change 246 $235K
Coppell Advisory Solutions LLC 0.02% New 248 $234K
Alpha Family Trust 0.11% New 245 $234K
Mirador Capital Partners LP 0.03% New 245 $234K
Montecito Bank & Trust 0.04% — 245 $234K
Aprio Wealth Management, LLC 0.02% New 242 $231K
Prestige Wealth Management Group LLC 0.04% No change 240 $229K
Clark & Stuart, Inc 0.16% New 240 $229K
Warwick Investment Management, Inc. 0.04% New 240 $229K
CFO4Life Group, LLC 0.03% New 240 $229K
Davis R M Inc. 0.00% New 239 $228K
Azzad Asset Management Inc. 0.02% New 239 $228K
Iams Wealth Management, LLC 0.09% New 238 $227K
Leonteq Securities AG 0.01% Reduce -60.1% 237 $226K
Longboard Asset Management, LP 0.36% New 235 $224K
Groupe la Francaise 0.00% Add +5.4% 235 $224K
GeoWealth Management, LLC 0.01% Reduce -16.8% 233 $222K
New Hampshire Trust 0.04% New 233 $222K
Ellevest, Inc. 0.03% New 233 $222K
Capstone Financial Advisors, Inc. 0.01% New 232 $222K
Copley Financial Group, Inc. 0.15% New 232 $221K
Sivia Capital Partners, LLC 0.06% New 232 $221K
Sax Wealth Advisors, LLC 0.01% New 232 $221K
BlueStem Wealth Partners, LLC 0.03% Reduce -16.6% 231 $220K
OneAscent Family Office, LLC 0.18% New 230 $220K
Bridge Creek Capital Management LLC 0.06% New 230 $220K
Orgel Wealth Management, LLC 0.01% New 230 $220K
Insight Inv LLC 0.13% New 228 $218K
Huntleigh Advisors, Inc. 0.04% New 228 $218K
1900 Wealth Management LLC 0.01% New 228 $217K
Elm3 Financial Group, LLC 0.18% New 227 $217K
Boothbay Fund Management, LLC 0.01% Reduce -98.6% 226 $216K
Signet Investment Advisory Group, Inc. 0.10% New 225 $215K
Optimum Investment Advisors 0.09% No change 225 $215K
Madrona Financial Services, LLC 0.05% New 225 $215K
Avior Wealth Management, LLC 0.01% New 225 $215K
World Equity Group, Inc. 0.05% New 223 $213K
D.B. Root & Company, LLC 0.05% New 220 $210K
Catalyst Financial Partners LLC 0.03% New 220 $210K
Westpac Banking Corp. 0.01% Add +33.7% 218 $208K
49 Wealth Management, LLC 0.02% New 218 $208K
Crews Bank & Trust 0.03% No change 216 $206K
Choate Investment Advisors 0.00% New 215 $205K
Cerro Pacific Wealth Advisors LLC 0.06% New 215 $205K
Berkshire Asset Management LLC 0.01% New 214 $204K
Moneco Advisors, LLC 0.02% New 213 $204K
Meadowbrook Wealth Management, LLC 0.21% — 213 $203K
Ifrah Financial Services, Inc. 0.05% New 213 $203K
Jacobsen Capital Management 0.07% New 210 $200K
Cercano Management LLC 0.01% New 210 $200K
Avantax Planning Partners, Inc. 0.01% New 210 $200K
Appleton Partners Inc. 0.01% New 210 $200K
Cromwell Holdings LLC 0.11% No change 207 $198K
Provenance Wealth Advisors, LLC 0.03% No change 206 $197K
Johnson Financial Group, Inc. 0.01% Add +105.0% 205 $196K
Nova Wealth Management, Inc. 0.14% No change 203 $194K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -42.1% 195 $186K
Wilmington Savings Fund Society, FSB 0.00% Reduce -93.4% 187 $179K
CYBER HORNET ETFs LLC 0.11% Add +5.1% 185 $177K
Manchester Capital Management LLC 0.02% Reduce -5.3% 180 $172K
Compagnie Lombard Odier SCmA 0.00% New 178 $170K
E Fund Management (Hong Kong) Co., Ltd. 0.10% New 170 $162K
Centaurus Financial, Inc. 0.01% Reduce -8.7% 168 $160K
Sentry Investment Management LLC 0.10% Reduce -20.4% 156 $155K
Golden State Wealth Management, LLC 0.02% No change 161 $154K
YANKCOM Partnership 0.07% Add +25.8% 156 $149K
Root Financial Partners, LLC 0.01% New 152 $145K
Cary Street Partners Investment Advisory LLC 0.06% Add +28.2% 150 $143K
Ofi Invest Asset Management 0.00% Add +6.7% 175 $142K
Physician Wealth Advisors, Inc. 0.02% Add +10.4% 148 $142K
PFS Partners, LLC 0.07% Add +480.0% 145 $138K
Resources Management Corp. /CT/ 0.02% Reduce -0.7% 145 $138K
Burkett Financial Services, LLC 0.05% No change 143 $137K
Thompson Investment Management, Inc. 0.02% No change 140 $134K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 138 $132K
High Note Wealth, LLC 0.03% No change 138 $132K
Rossby Financial, LCC 0.04% Add +16.5% 134 $129K
Sound Income Strategies, LLC 0.01% Reduce -2.3% 128 $125K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 130 $124K
Retirement Wealth Solutions LLC 0.08% Add +4.2% 125 $119K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 125 $119K
Hemington Wealth Management 0.02% Add +11.6% 125 $119K
Oakworth Capital, Inc. 0.01% No change 124 $118K
Loomis Sayles & Co. L P 0.00% Add +229.7% 122 $116K
TCTC Holdings, LLC 0.00% No change 118 $113K
Westfuller Advisors, LLC 0.05% New 114 $109K
Ancora Advisors LLC 0.00% No change 114 $109K
Disciplina Capital Management LLC 0.01% No change 113 $108K
Ogorek Anthony Joseph /NY/ 0.03% No change 113 $108K
Creative Financial Designs Inc. 0.01% Add +16.5% 113 $108K
Summit Securities Group LLC 0.04% Add +154.6% 112 $107K
Hilltop National Bank 0.03% Add +0.9% 111 $106K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -3.5% 110 $105K
Tortoise Investment Management, LLC 0.01% Add +1.0% 104 $99K
Princeton Global Asset Management LLC 0.02% No change 103 $98K
Medallion Wealth Advisors, LLC 0.03% Add +2.0% 102 $97K
Chilton Capital Management LLC 0.00% No change 100 $95K
JFS Wealth Advisors, LLC 0.01% Reduce -10.1% 98 $94K
Farmers & Merchants Investments Inc. 0.00% No change 98 $94K
Sarver Vrooman Wealth Advisors 0.06% No change 95 $91K
Strategic Wealth Partners, Ltd. 0.01% Reduce -78.3% 93 $89K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +38.5% 90 $86K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 89 $85K
Bangor Savings Bank 0.01% No change 86 $82K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.15% Reduce -96.7% 81 $77K
Kelleher Financial Advisors 0.02% New 80 $76K
Webster Bank, N. A. 0.01% No change 79 $75K
Bogart Wealth, LLC 0.00% Reduce -70.0% 79 $75K
Knott David M Jr 0.03% No change 78 $74K
General Partner, Inc. 0.04% No change 77 $74K
Wellington Shields & Co., LLC 0.02% No change 77 $74K
JPL Wealth Management, LLC 0.02% New 75 $72K
Arlington Trust Co LLC 0.01% No change 75 $72K
Quarry LP 0.02% New 74 $71K
DHJJ Financial Advisors, Ltd. 0.02% No change 70 $67K
Twin Lakes Capital Management, LLC 0.03% No change 68 $65K
Lanark Financial, Inc. 0.00% Add +1.5% 66 $63K
Grove Bank & Trust 0.01% No change 64 $61K
Hantz Financial Services, Inc. 0.00% Add +16.4% 64 $61K
Deseret Mutual Benefit Administrators 0.02% No change 61 $58K
Private Wealth Management Group, LLC 0.02% No change 60 $57K
Center for Financial Planning, Inc. 0.01% No change 60 $57K
MCF Advisors LLC 0.00% Add +7.3% 59 $56K
Bartlett & Co. Wealth Management LLC 0.00% Add +5.4% 59 $56K
Promus Capital, LLC 0.04% No change 58 $55K
HHM Wealth Advisors, LLC 0.01% No change 57 $54K
FWL Investment Management, LLC 0.01% No change 56 $53K
Asset Dedication, LLC 0.00% No change 54 $52K
HM Payson & Co. 0.00% Add +8.0% 54 $52K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -15.0% 51 $49K
Trust Co. of Toledo NA 0.00% No change 50 $48K
Atlantic Union Bankshares Corp 0.00% New 50 $48K
Davis Capital Management 0.03% — 49 $47K
Pinnacle Bancorp, Inc. 0.01% Add +104.2% 49 $47K
Sunbelt Securities, Inc. 0.00% Add +2300.0% 48 $46K
Hanson & Doremus Investment Management 0.01% No change 47 $45K
Rise Advisors, LLC 0.02% Add +6.8% 47 $44K
Beaird Harris Wealth Management, LLC 0.00% Add +2.3% 45 $43K
Rialto Wealth Management, LLC 0.01% Add +2.4% 42 $40K
Frazier Financial Advisors, LLC 0.02% Add +250.0% 42 $40K
Fourth Dimension Wealth, LLC 0.02% No change 42 $40K
Activest Wealth Management 0.01% Add +82.6% 42 $40K
Steigerwald, Gordon & Koch Inc. 0.00% New 42 $40K
Covestor Ltd 0.02% Reduce -34.4% 40 $39K
Alexis Investment Partners, LLC 0.00% New 40 $38K
Murphy & Mullick Capital Management Corp 0.03% No change 42 $38K
Foster Dykema Cabot & Partners, LLC 0.00% No change 39 $37K
GW&K Investment Management, LLC 0.00% Add +5.6% 38 $36K
Your Advocates Ltd., LLP 0.01% No change 37 $35K
MV Capital Management, Inc. 0.00% Add +2.9% 35 $33K
Evergreen Private Wealth LLC 0.01% No change 35 $33K
Bell Investment Advisors, Inc 0.01% Reduce -5.6% 34 $32K
Cedar Mountain Advisors, LLC 0.01% New 34 $32K
Banque Transatlantique SA 0.00% No change 34 $32K
Aventura Private Wealth, LLC 0.01% No change 33 $32K
KERR FINANCIAL PLANNING Corp 0.04% — 37 $31K
Chesapeake Asset Management LLC 0.03% No change 30 $30K
Salomon & Ludwin, LLC 0.00% Add +650.0% 30 $29K
Boreal Capital Management LLC 0.03% No change 30 $29K
Bruce G. Allen Investments, LLC 0.02% Add +15.4% 30 $29K
Abich Financial Wealth Management LLC 0.01% — 30 $29K
Creekmur Asset Management LLC 0.00% No change 30 $28K
Canton Hathaway, LLC 0.01% No change 29 $28K
Clark Wealth Partners 0.02% Reduce -30.6% 34 $28K
Fairscale Capital, LLC 0.02% No change 27 $26K
Rakuten Securities, Inc. 0.01% Reduce -3.9% 25 $24K
NFSG Corp 0.00% New 25 $24K
Evelyn Partners Investment Management LLP 0.00% No change 25 $24K
Hurley Capital, LLC 0.01% Add +4.2% 25 $24K
SouthState Bank Corp 0.00% Reduce -73.9% 24 $23K
Baillie Gifford & Co. 0.00% No change 22 $21K
Caldwell Sutter Capital, Inc. 0.01% No change 21 $20K
Main Street Group, LTD 0.01% New 21 $20K
Raffa Wealth Management, LLC 0.00% Add +16.7% 21 $20K
Alpine Bank Wealth Management 0.00% New 21 $20K
Trust Co. of Vermont 0.00% No change 21 $20K
Cullen/Frost Bankers, Inc. 0.00% Reduce -42.9% 20 $19K
Fortitude Family Office, LLC 0.00% No change 19 $18K
Armstrong Advisory Group, Inc. 0.00% New 19 $18K
AdvisorNet Financial, Inc 0.00% No change 19 $18K
Manning & Napier Advisors LLC 0.00% New 19 $18K
Tsfg, LLC 0.00% No change 18 $17K
Private Wealth Asset Management, LLC 0.00% No change 17 $16K
Avion Wealth 0.00% Add +6.3% 17 $16K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -46.4% 15 $14K
Clearstead Trust, LLC 0.00% No change 15 $14K
Blue Bell Private Wealth Management, LLC 0.00% Add +50.0% 15 $14K
Roble, Belko & Company, Inc 0.00% New 15 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $13K
Kilter Group LLC 0.01% Add +7.7% 14 $13K
Sachetta, LLC 0.01% No change 14 $13K
Howard Hughes Medical Institute 0.01% No change 14 $13K
Dogwood Wealth Management LLC 0.01% Add +7.7% 14 $13K
Operose Advisors LLC 0.00% No change 14 $13K
Abound Wealth Management 0.00% Reduce -7.1% 13 $13K
Transamerica Financial Advisors, LLC 0.00% New 14 $12K
Byrne Asset Management LLC 0.01% Reduce -63.9% 13 $12K
Highline Wealth Partners LLC 0.00% Add +333.3% 13 $12K
Security National Bank 0.00% Add +30.0% 13 $12K
True Wealth Design, LLC 0.00% Add +9.1% 12 $11K
Clayton Financial Group LLC 0.01% New 12 $11K
Millstone Evans Group, LLC 0.01% No change 12 $11K
LRI Investments, LLC 0.00% No change 12 $11K
Essential Partners LLC 0.00% Add +10.0% 11 $11K
Halbert Hargrove Global Advisors, LLC 0.00% New 11 $11K
Stone House Investment Management, LLC 0.00% No change 11 $11K
Financial Management Professionals, Inc. 0.00% Add +10.0% 11 $11K
Cloud Capital Management, LLC 0.01% New 11 $10K
Redmont Wealth Advisors LLC 0.01% No change 10 $10K
TFC Financial Management, Inc. 0.00% No change 10 $10K
LFA - Lugano Financial Advisors SA 0.00% No change 9 $9K
Truvestments Capital LLC 0.00% New 9 $9K
ORG Partners LLC 0.00% Add +80.0% 9 $9K
Cheviot Value Management, LLC 0.00% No change 9 $8K
Solstein Capital, LLC 0.00% No change 8 $8K
Park Place Capital Corp 0.00% No change 8 $8K
Grey Fox Wealth Advisors, LLC 0.00% New 7 $7K
Quaker Wealth Management, LLC 0.00% No change 7 $7K
CBIZ Investment Advisory Services, LLC 0.00% Add +16.7% 7 $7K
Aspect Partners, LLC 0.00% Add +40.0% 7 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 7 $7K
Dunhill Financial, LLC 0.00% Add +16.7% 7 $6K
WPG Advisers, LLC 0.00% No change 6 $6K
Caitlin John, LLC 0.00% New 6 $6K
Wealth Watch Advisors, INC 0.00% New 6 $6K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% New 6 $6K
Marquette Asset Management, LLC 0.00% New 6 $6K
Trifecta Capital Advisors, LLC 0.00% New 6 $6K
SJS Investment Consulting Inc. 0.00% No change 6 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 6 $6K
Bfsg, LLC 0.00% No change 5 $5K
Binnacle Investments Inc 0.00% No change 5 $5K
Horizon Financial Services, LLC 0.00% New 5 $5K
Bare Financial Services, Inc 0.00% No change 5 $5K
North Star Investment Management Corp. 0.00% Add +25.0% 5 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 4 $4K
Wealth Preservation Advisors, LLC 0.00% No change 4 $4K
WealthCollab, LLC 0.00% No change 4 $4K
SWAN Capital LLC 0.00% No change 4 $4K
Painted Porch Advisors LLC 0.00% No change 4 $4K
Guerra Advisors Inc 0.00% New 4 $4K
West Branch Capital LLC 0.00% Add +300.0% 4 $4K
Global Wealth Strategies & Associates 0.00% No change 4 $4K
Tradewinds Capital Management, LLC 0.00% New 4 $4K
Valued Wealth Advisors LLC 0.00% No change 3 $3K
Lummis Asset Management, LP 0.00% No change 3 $3K
HFM Investment Advisors, LLC 0.00% No change 3 $3K
Barrett & Company, Inc. 0.00% No change 3 $3K
Elevation Wealth Partners, LLC 0.00% New 3 $3K
Dagco, Inc. 0.00% No change 3 $3K
Addison Advisors LLC 0.00% No change 3 $3K
Nvwm, LLC 0.00% No change 3 $3K
First Command Advisory Services, Inc. 0.00% No change 3 $3K
PayPay Securities Corp 0.09% Add +50.0% 3 $3K
Financial Life Planners 0.00% New 2 $2K
DecisionPoint Financial, LLC 0.00% No change 2 $2K
Winnacle Wealth LLC 0.00% New 2 $2K
Seneschal Advisors, LLC 0.00% New 2 $2K
North Capital, Inc. 0.00% New 2 $2K
Principia Wealth Advisory, LLC 0.00% No change 2 $2K
Texas Capital Bancshares Inc 0.00% New 2 $2K
PEAK6 LLC 0.00% No change 2 $2K
Cornerstone Planning Group LLC 0.00% Reduce -70.0% 3 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $958
Cape Investment Advisory, Inc. 0.00% Reduce -85.7% 1 $955
American Capital Advisory, LLC 0.00% No change 1 $955
Breakwater Investment Management 0.00% New 1 $955
TruNorth Capital Management, LLC 0.00% No change 1 $955
Hughes Financial Services, LLC 0.00% No change 1 $855

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