United RentalsURI

13F holders, Q2 2026 (June 30)
1,593holders +129
230new positions
97sold out
10famous investors
$1124.36avg. 13F price*

At the end of Q2 2026, 1,593 institutions reported holding United Rentals Inc. (URI) in their 13F filings, up 129 from Q1 2026. 230 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($5.8B), Vanguard Capital Management LLC ($4.6B) and State Street Corp. ($3.4B). 10 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Tom Gayner (0.3% of Markel Group's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions230$495.1M
Exits97$370.1M

All 13F filers, Q1 2026 → Q2 2026: 2,912,323 shares bought and 4,262,869 shares sold, net −1,350,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,593 holders

BlackRock, Inc. 0.09% Add +0.2% 5,134,060 $5.8B
Vanguard Capital Management LLC 0.10% Reduce -0.1% 4,091,482 $4.6B
State Street Corp. 0.10% Add +1.1% 2,993,837 $3.4B
JPMorgan Chase & Co. 0.19% Reduce -5.2% 2,829,733 $3.2B
Vanguard Portfolio Management LLC 0.14% Add +0.6% 2,697,981 $3.1B
Capital Research Global Investors 0.31% Reduce -29.4% 1,922,865 $2.2B
Franklin Resources Inc. 0.45% Add +8.8% 1,805,427 $2.0B
Geode Capital Management, LLC 0.10% Add +1.8% 1,699,258 $1.9B
Capital World Investors 0.22% Reduce -25.2% 1,646,737 $1.9B
Morgan Stanley 0.09% Reduce -14.4% 1,494,355 $1.7B
Norges Bank 0.14% — 1,268,942 $1.4B
Dimensional Fund Advisors LP 0.19% Add +1.8% 907,599 $1.0B
Goldman Sachs Group Inc. 0.11% Reduce -2.5% 903,404 $1.0B
Boston Partners 0.90% Reduce -1.5% 900,900 $1.0B
Bank of America Corp. 0.06% Add +3.4% 833,440 $944.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.74% Reduce -11.1% 825,892 $935.6M
FMR LLC 0.03% Add +26.5% 681,601 $772.2M
Alliancebernstein L.P. 0.24% Reduce -11.7% 997,415 $726.7M
Manufacturers Life Insurance Company, The 0.57% Reduce -6.0% 632,126 $716.1M
Northern Trust Corp. 0.08% Add +0.9% 618,037 $700.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +15.9% 539,121 $610.8M
Charles Schwab Investment Management Inc. 0.08% Add +6.9% 534,672 $605.7M
Neuberger Berman Group LLC 0.39% Add +9.8% 517,484 $586.0M
UBS Group AG 0.08% Reduce -1.6% 464,312 $526.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.59% Add +8.2% 430,225 $487.4M
Bank of New York Mellon Corp 0.07% Add +1.0% 364,431 $412.9M
Capital International Investors 0.09% Reduce -9.7% 363,999 $412.2M
Legal & General Group Plc 0.09% Reduce -8.9% 363,580 $411.9M
Royal Bank of Canada 0.07% Reduce -4.2% 360,098 $408.0M
Invesco Ltd. 0.03% Reduce -20.3% 353,719 $400.7M
Vanguard Fiduciary Trust Co. 0.09% Reduce -0.3% 353,651 $400.6M
Nuveen, LLC 0.08% Reduce -1.4% 312,743 $354.3M
Amundi 0.08% Reduce -19.3% 309,649 $350.8M
Robeco Institutional Asset Management B.V. 0.42% Add +12.8% 301,193 $341.2M
W1M Asset Management Ltd 3.09% Add +3.7% 297,832 $337.3M
Holocene Advisors, LP 0.76% Add +80.0% 291,394 $330.1M
Wells Fargo & Company 0.05% Reduce -9.8% 262,387 $297.3M
Brown Advisory Inc. 0.45% Reduce -3.9% 256,288 $290.3M
Raymond James Financial Inc. 0.08% Reduce -0.3% 256,102 $290.1M
1832 Asset Management L.P. 0.33% Reduce -0.9% 237,971 $269.6M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -1.7% 226,261 $256.3M
Voya Investment Management LLC 0.25% Add +1048.6% 222,069 $251.6M
Public Sector Pension Investment Board 0.59% Reduce -5.9% 198,026 $224.3M
Deutsche Bank AG 0.06% Reduce -18.9% 192,877 $218.5M
Swiss National Bank 0.11% Reduce -4.8% 177,680 $201.3M
Ameriprise Financial Inc. 0.04% Add +72.0% 171,229 $194.0M
Envestnet Asset Management Inc. 0.04% Reduce -3.0% 161,667 $183.2M
Natixis Advisors, LLC 0.21% Add +6.1% 161,016 $182.4M
Findlay Park Partners LLP 2.43% Reduce -14.3% 158,948 $180.1M
HSBC Holdings PLC 0.09% Reduce -29.9% 157,256 $178.0M
LPL Financial LLC 0.04% Reduce -5.7% 157,092 $178.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +8.0% 153,769 $174.2M
Pictet Asset Management Holding SA 0.17% Add +196.7% 153,743 $174.2M
Nordea Investment Management AB 0.13% Reduce -11.8% 143,980 $162.0M
T. Rowe Price Associates Inc. 0.02% Add +42.8% 137,517 $155.8M
Clearbridge Investments, LLC 0.13% Reduce -6.3% 136,534 $154.7M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -5.4% 136,097 $154.2M
Citigroup Inc. 0.07% Add +35.7% 135,751 $153.8M
Vanguard Global Advisers, LLC 0.07% Reduce -2.0% 135,088 $153.0M
Bank of Montreal 0.05% Add +2.3% 130,830 $148.2M
Lazard Asset Management LLC 0.22% Reduce -26.4% 127,587 $144.5M
Cerity Partners LLC 0.17% Reduce -0.7% 126,289 $143.1M
Vaughan Nelson Investment Management, L.P. 1.25% Reduce -4.8% 124,668 $141.2M
Jane Street Group, LLC 0.09% Add +6051.5% 123,891 $140.4M
Rhumbline Advisers 0.10% Reduce -3.5% 122,425 $138.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% Add +11.5% 121,803 $138.0M
Royal London Asset Management Ltd. 0.25% Reduce -0.7% 121,462 $137.6M
California Public Employees Retirement System 0.07% Add +1.7% 116,508 $132.0M
Marshall Wace, LLP 0.11% Add +14.9% 112,770 $127.8M
National Pension Service 0.08% Add +0.4% 109,057 $123.5M
Lord, Abbett & Co. LLC 0.35% Add +20.3% 103,690 $117.5M
Schroder Investment Management Group 0.08% Add +40.7% 104,618 $117.5M
Eventide Asset Management, LLC 1.57% Add +5.8% 103,445 $117.2M
Barclays PLC 0.04% Reduce -8.6% 103,073 $116.8M
Jones Financial Companies LLLP 0.05% Add +8.9% 102,287 $114.7M
Worldquant Millennium Advisors LLC 0.39% Add +214.2% 100,827 $114.2M
Argent Capital Management LLC 3.52% Reduce -11.6% 98,286 $111.3M
Rockefeller Capital Management L.P. 0.17% Add +2.6% 97,659 $110.6M
California State Teachers Retirement System 0.10% Reduce -2.6% 97,346 $110.3M
Cornerstone Investment Partners, LLC 3.65% Add +12.3% 96,492 $109.3M
BNP Paribas Financial Markets 0.06% Reduce -13.3% 95,578 $108.3M
Mariner, LLC 0.11% Add +5.9% 92,509 $104.8M
Canada Pension Plan Investment Board 0.06% Add +34.4% 90,778 $102.8M
Thrivent Financial for Lutherans 0.17% Reduce -0.8% 89,022 $100.9M
Groupama Asset Managment 1.28% Add +6.7% 89,561 $100.6M
Stifel Financial Corp. 0.08% Add +0.6% 87,788 $99.5M
Bridges Investment Management Inc. 1.20% Add +20.1% 86,985 $98.5M
Victory Capital Management Inc. 0.06% Add +17.6% 86,298 $97.8M
NZS Capital, LLC 2.53% Reduce -6.9% 85,939 $97.4M
Aviva PLC 0.14% Add +0.6% 85,680 $97.1M
AMF Tjanstepension AB 0.56% Add +1.2% 83,698 $94.8M
Russell Investments Group, Ltd. 0.08% Add +16.9% 76,889 $87.0M
Edgemoor Investment Advisors, Inc. 5.39% Reduce -1.0% 69,431 $78.7M
Freestone Grove Partners LP 0.52% New 69,428 $78.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +77.5% 68,948 $78.1M
Principal Financial Group Inc. 0.04% Reduce -2.8% 68,837 $78.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Reduce -8.1% 68,985 $78.0M
AQR Capital Management 0.03% Add +73.0% 68,943 $77.7M
Mackenzie Financial Corp. 0.08% Add +161.1% 68,480 $77.6M
First Trust Advisors LP 0.05% Reduce -1.8% 67,830 $76.8M
Bessemer Group Inc. 0.11% Reduce -0.1% 67,708 $76.7M
Retirement Systems of Alabama 0.23% Reduce -0.3% 66,148 $74.9M
Todd Asset Management LLC 1.33% Add +2.0% 65,888 $74.6M
Millennium Management 0.05% Add +3.5% 63,995 $72.5M
Lansforsakringar Fondforvaltning AB (publ) 0.32% Add +125.8% 63,141 $71.5M
EFG International AG 1.29% Reduce -6.5% 61,303 $69.5M
Danske Bank A/S 0.14% Add +16.9% 60,752 $68.8M
American Century Companies Inc. 0.03% Reduce -2.1% 60,254 $68.3M
Whittier Trust Co. 0.66% Reduce -0.5% 61,337 $67.5M
Teachers Retirement System of the State of Kentucky 0.45% Add +2.3% 58,772 $66.6M
Atwood & Palmer Inc. 3.54% Add +0.1% 58,622 $66.4M
Treasurer of the State of North Carolina 0.17% Add +8.1% 58,427 $66.2M
PNC Financial Services Group, Inc. 0.03% Reduce -0.4% 57,897 $65.6M
PFA Pension, Forsikringsaktieselskab 0.16% Reduce -19.4% 57,032 $64.6M
Quantinno Capital Management LP 0.08% Add +1.3% 56,144 $63.6M
Fisher Asset Management 0.02% Reduce -16.6% 54,654 $61.9M
State Board of Administration of Florida Retirement System 0.10% Reduce -3.5% 54,539 $61.8M
Adage Capital Partners Gp, L.L.C. 0.09% Add +1066.2% 53,888 $61.0M
Aberdeen Group plc 0.08% Add +6.5% 52,039 $59.0M
Federation des caisses Desjardins du Quebec 0.18% Add +85.6% 51,873 $58.8M
CANADA LIFE ASSURANCE Co 0.09% Add +3.1% 51,649 $58.4M
New York State Teachers Retirement System 0.10% Reduce -10.1% 49,935 $56.6M
Cardinal Capital Management, Inc. 1.36% Add +11.6% 49,644 $56.2M
Vident Advisory, LLC 0.42% Reduce -0.4% 49,364 $55.9M
Swedbank AB 0.05% Reduce -0.1% 49,351 $55.9M
HighTower Advisors, LLC 0.05% Reduce -1.5% 49,097 $55.6M
Focus Partners Wealth 0.06% Add +3.4% 48,176 $54.6M
King Luther Capital Management Corp. 0.22% Add +3.3% 47,625 $54.0M
TD Asset Management Inc 0.05% Reduce -33.8% 47,318 $53.6M
Natixis 0.25% Add +462.7% 47,118 $53.4M
Nomura Asset Management Co. Ltd. 0.11% Add +114.0% 46,865 $53.1M
Jennison Associates LLC 0.03% Reduce -2.4% 44,026 $49.9M
Baird Financial Group, Inc. 0.07% Add +7.8% 43,954 $49.8M
AustralianSuper Pty Ltd 0.22% Add +131.5% 43,857 $49.7M
APG Asset Management N.V. 0.12% Add +28.5% 48,745 $48.3M
Epoch Investment Partners, Inc. 0.27% Reduce -46.9% 42,036 $47.6M
Gabelli Funds LLC 0.31% Reduce -4.8% 41,868 $47.4M
New York State Common Retirement Fund 0.06% Reduce -6.3% 41,750 $47.3M
Cetera Investment Advisers 0.04% Add +5.5% 41,361 $46.9M
Walleye Capital LLC 0.24% Add +1109.9% 40,483 $45.9M
FIL Ltd 0.03% Add +36.4% 40,410 $45.8M
AEGON ASSET MANAGEMENT UK Plc 0.49% Reduce -3.3% 40,174 $45.5M
Assenagon Asset Management S.A. 0.06% Add +374.8% 40,164 $45.5M
Gradient Investments LLC 0.62% Add +7.8% 39,514 $44.8M
Storebrand Asset Management As 0.11% Reduce -0.7% 39,158 $44.4M
National Bank of Canada 0.04% Add +1.1% 37,977 $43.0M
Allianz Asset Management GmbH 0.04% Add +24.2% 37,574 $42.6M
Caisse de depot et placement du Quebec 0.06% Reduce -23.6% 37,092 $42.0M
Ontario Teachers Pension Plan Board 0.27% New 36,937 $41.8M
Quilter Plc 0.63% Reduce -22.5% 36,737 $41.6M
Ilex Capital Partners (UK) LLP 0.84% Reduce -52.3% 36,179 $41.0M
Asset Management One Co., Ltd. 0.10% Add +11.7% 36,120 $40.9M
KTF Investments, LLC 4.13% Add +12.1% 36,113 $40.9M
STRS Ohio 0.15% Add +7.0% 35,826 $40.6M
Credit Agricole S A 0.10% Reduce -26.2% 35,634 $40.4M
Ensign Peak Advisors, Inc 0.07% Add +49.3% 35,534 $40.3M
Wesleyan Assurance Society 2.02% No change 35,218 $39.9M
B. Metzler seel. Sohn & Co. AG 0.34% Reduce -21.4% 35,079 $39.7M
Crestwood Advisors Group, LLC 0.59% Reduce -1.2% 34,889 $39.5M
Eurizon Capital SGR S.p.A. 0.10% Reduce -30.1% 34,567 $39.2M
Ostrum Asset Management 1.86% Reduce -2.9% 34,152 $38.7M
Montgomery Investment Management Inc. 11.70% No change 34,030 $38.6M
Wellington Management Group LLP 0.01% Add +1665.6% 33,759 $38.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -14.5% 33,718 $38.2M
State of Wisconsin Investment Board 0.08% Reduce -14.6% 33,550 $38.0M
Janney Montgomery Scott LLC 0.07% Reduce -15.6% 33,187 $37.6M
Logan Capital Management Inc. 1.40% — 33,178 $37.6M
Advisors Capital Management, LLC 0.39% Add +0.8% 32,182 $36.5M
Vanguard Investments Australia, Ltd. 0.09% Add +0.8% 32,110 $36.4M
Prudential Financial Inc. 0.04% Reduce -0.9% 32,070 $36.3M
No Street GP LP 2.18% New 32,000 $36.3M
Access Investment Management LLC 9.27% Add +0.2% 31,974 $36.2M
Lee Danner & Bass Inc. 2.09% Reduce -1.1% 31,925 $36.2M
Impax Asset Management Group plc 0.23% Reduce -31.5% 31,672 $35.9M
Commonwealth Equity Services, LLC 0.04% Reduce -7.6% 31,603 $35.8M
GAMCO Investors 0.32% No change 31,521 $35.7M
Markel Group 0.27% No change 31,150 $35.3M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +3.9% 31,149 $35.3M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.5% 30,789 $34.9M
Man Group plc 0.06% Add +12.1% 30,467 $34.5M
Northeast Investment Management 1.27% Add +0.3% 30,331 $34.4M
Korea Investment CORP 0.07% Reduce -30.9% 30,316 $34.3M
Candriam S.C.A. 0.15% Add +172.9% 29,998 $34.0M
Aventail Capital Group, LP 1.94% New 29,792 $33.8M
KLP Kapitalforvaltning As 0.11% Add +5.8% 29,231 $33.1M
F&V Capital Management, LLC 6.05% Reduce -1.3% 28,971 $32.8M
Osaic Holdings, Inc. 0.04% Add +0.3% 28,653 $32.5M
Bridgewater Associates 0.13% Add +169.9% 27,950 $31.7M
Quadrature Capital Ltd 0.26% New 27,083 $30.7M
Citadel Advisors 0.02% Reduce -74.7% 27,019 $30.6M
Gotham Asset Management 0.07% Add +83.4% 26,551 $30.1M
Jain Global LLC 0.38% New 26,473 $30.0M
MAI Capital Management 0.11% Add +0.8% 26,404 $29.9M
Cary Street Partners Financial LLC 0.64% Reduce -1.2% 25,905 $29.3M
Tredje AP-fonden 0.13% Reduce -23.3% 25,337 $28.7M
KBC Group NV 0.06% Reduce -15.7% 25,105 $28.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.91% Reduce -5.2% 25,067 $28.4M
Avalon Global Asset Management LLC 4.17% New 25,000 $28.3M
Albar Capital Partners LLP 3.67% New 24,863 $28.2M
Venturi Wealth Management, LLC 1.08% Add +1.4% 24,727 $28.0M
Sei Investments Co. 0.02% Reduce -5.5% 24,587 $27.9M
Citizens Financial Group Inc. 0.33% Reduce -5.8% 24,337 $27.6M
Marsico Capital Management LLC 0.71% Add +70.9% 23,917 $27.1M
Baldwin Wealth Partners LLC 1.77% Reduce -20.6% 23,897 $27.1M
Captrust Financial Advisors 0.04% Add +0.2% 23,718 $26.9M
Nomura Asset Management International Inc. 0.04% Add +1.0% 23,498 $26.6M
Creative Planning 0.02% Add +18.3% 23,300 $26.4M
Cozad Asset Management Inc. 1.67% Add +0.5% 22,878 $25.9M
O'shaughnessy Asset Management, LLC 0.12% Reduce -4.6% 22,807 $25.8M
Whittier Trust Co. of Nevada Inc. 0.48% Reduce 0.0% 24,220 $25.6M
LGT Capital Partners LTD. 1.27% Add +7.7% 22,220 $25.2M
Ofi Invest Asset Management 0.25% Reduce -50.4% 25,388 $25.2M
State of Tennessee, Department of Treasury 0.07% Reduce -0.7% 22,189 $25.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +5.9% 22,124 $25.1M
Applied Finance Capital Management, LLC 1.86% Add +1.7% 22,095 $25.0M
GHP Investment Advisors, Inc. 0.91% Add +6.9% 21,777 $24.7M
Calamos Advisors LLC 0.13% Reduce -1.8% 21,666 $24.5M
Nomura Holdings Inc. 0.10% Add +895.3% 21,499 $24.4M
CIBC Bancorp USA Inc. 0.03% Add +7.3% 21,252 $24.0M
DNB Asset Management AS 0.07% Add +0.6% 20,845 $23.6M
Columbus Hill Capital Management, L.P. 2.60% No change 20,666 $23.4M
Mercer Global Advisors Inc. 0.03% Reduce -6.9% 20,506 $23.2M
MML Investors Services, LLC 0.05% Add +6.6% 20,491 $23.2M
Cibc World Market Inc. 0.04% Add +11.0% 20,414 $23.1M
State of New Jersey Common Pension Fund D 0.08% Reduce -6.1% 20,315 $23.0M
Badgley Phelps Wealth Managers, LLC 0.40% Add +1.4% 20,069 $22.7M
Susquehanna International Group, LLP 0.02% Reduce -23.4% 19,987 $22.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.13% Reduce -57.0% 19,920 $22.6M
Public Employees Retirement System of Ohio 0.07% Reduce -4.1% 19,816 $22.4M
North Point Portfolio Managers Corp. 3.65% Reduce -3.1% 19,540 $22.1M
YHB Investment Advisors, Inc. 1.41% Reduce -1.0% 19,420 $22.0M
CSM Advisors, LLC 0.47% Reduce -28.4% 19,263 $21.8M
Pathstone Holdings, LLC 0.06% Reduce -1.0% 19,195 $21.8M
Nykredit A/S 0.08% — 19,202 $21.8M
Trillium Asset Management, LLC 0.67% Reduce -67.2% 19,155 $21.7M
Toronto Dominion Bank 0.04% Reduce -57.0% 19,142 $21.7M
Daiwa Securities Group Inc. 0.05% Add +3.8% 18,863 $21.4M
State of Michigan Retirement System 0.09% No change 18,754 $21.2M
Nisa Investment Advisors, LLC 0.07% Reduce -4.7% 18,661 $21.1M
Resona Asset Management Co.,Ltd. 0.10% Reduce -8.2% 18,472 $20.9M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -26.7% 18,378 $20.8M
Concurrent Investment Advisors, LLC 0.18% Reduce -3.6% 18,299 $20.7M
EP Wealth Advisors, LLC 0.08% Add +0.3% 18,278 $20.7M
Arizona State Retirement System 0.10% Add +4.4% 18,062 $20.5M
Los Angeles Capital Management LLC 0.08% Add +1157.1% 18,040 $20.4M
Bank of Nova Scotia 0.03% Add +22.5% 17,888 $20.3M
Fifth Third Bancorp 0.03% Reduce -2.7% 17,862 $20.2M
Czech National Bank 0.11% Add +3.9% 17,832 $20.2M
Handelsbanken Fonder AB 0.06% Reduce -9.2% 17,565 $19.9M
RBF Capital, LLC 0.83% Add +34.6% 17,500 $19.8M
Renaissance Investment Group LLC 3.88% Reduce -1.0% 17,401 $19.7M
US Bancorp \de 0.02% Reduce -0.2% 17,362 $19.7M
DekaBank Deutsche Girozentrale 0.03% No change 27,205 $19.6M
Legacy Trust 3.46% Reduce -0.9% 17,263 $19.6M
Fideuram Asset Management (Ireland) dac 0.37% Add +12.7% 18,923 $19.5M
Empowered Funds, LLC 0.10% Reduce -4.6% 17,193 $19.5M
Eastern Bank 0.30% Add +15226.8% 17,166 $19.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +13.3% 17,006 $19.3M
Addenda Capital Inc. 0.52% Reduce -1.4% 16,848 $19.1M
Truist Financial Corp. 0.02% Add +0.9% 16,813 $19.0M
Wedgewood Partners Inc. 3.91% Reduce -33.6% 16,732 $19.0M
SEB Asset Management AB 0.07% Reduce -7.8% 16,598 $18.8M
iA Global Asset Management Inc. 0.22% Add +57.2% 16,534 $18.7M
Glassy Mountain Advisors, Inc. 5.12% Reduce -1.5% 16,528 $18.7M
Summit Financial, LLC 0.20% Add +0.8% 16,406 $18.6M
Corient Private Wealth LP 0.03% Add +8.9% 16,369 $18.5M
Moors & Cabot, Inc. 0.71% Reduce -1.9% 16,168 $18.3M
ASR Vermogensbeheer N.V. 0.19% Reduce -20.7% 16,159 $18.3M
Xponance LLC 0.11% Add +5.8% 16,074 $18.2M
Integrated Advisors Network LLC 0.83% Reduce -1.5% 15,915 $18.0M
Glenview Trust Co 0.25% Reduce -0.1% 15,859 $18.0M
Strategic Wealth Partners, Ltd. 1.11% Add +11.6% 15,770 $17.9M
Muhlenkamp & Co. Inc. 5.14% Add +0.5% 15,673 $17.8M
CIBC Asset Management Inc 0.04% Reduce -2.9% 15,544 $17.6M
Winmill & Co. Inc. 3.87% No change 15,409 $17.5M
&partners 0.07% Add +2.9% 15,165 $17.2M
McRae Capital Management Inc. 3.39% Reduce -3.0% 15,184 $17.2M
Pinebridge Investments LLC 0.14% Add +111.2% 15,161 $17.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +10.6% 15,047 $17.0M
MetLife Investment Management, LLC 0.08% Add +1.1% 14,896 $16.9M
Fisher Funds Management LTD 0.48% Reduce -11.4% 14,855 $16.8M
IFM Investors Pty Ltd 0.11% Add +6.1% 14,845 $16.8M
UNIVEST FINANCIAL Corp 0.82% Reduce -6.8% 14,756 $16.7M
Nissay Asset Management Corp. /Japan 0.07% Reduce -19.5% 14,658 $16.6M
Tidal Investments LLC 0.04% Add +109.4% 14,447 $16.4M
Swiss Life Asset Management Ltd 0.07% Reduce -81.8% 14,436 $16.4M
Lido Advisors, LLC 0.06% Reduce -3.0% 14,111 $16.0M
Two Sigma Investments, LP 0.01% Reduce -81.8% 14,035 $15.9M
Union Bancaire Privee, UBP SA 0.17% Reduce -23.7% 15,982 $15.8M
Montag A & Associates Inc. 0.67% Add +2.7% 13,968 $15.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -5.7% 13,837 $15.7M
Lombard Odier Asset Management (Europe) Ltd 1.16% Add +36.5% 13,833 $15.7M
Morse Asset Management, Inc 2.59% Reduce -0.2% 13,749 $15.6M
Moneta Group Investment Advisors LLC 0.12% Add +0.3% 13,733 $15.6M
Woodline Partners LP 0.05% Add +10.8% 13,694 $15.5M
Capital Fund Management S.A. 0.11% New 13,556 $15.4M
Liontrust Investment Partners LLP 0.22% Reduce -12.8% 13,209 $15.0M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +38.6% 13,121 $14.9M
Wedge Capital Management L L P 0.25% Reduce -7.7% 13,116 $14.9M
Carnegie Investment Counsel 0.30% Reduce -1.8% 13,051 $14.8M
Advisors Asset Management, Inc. 0.22% Add +2.7% 12,943 $14.7M
Eastover Investment Advisors LLC 5.75% Reduce -0.9% 12,890 $14.6M
Beacon Investment Advisory Services, Inc. 0.54% Add +1.7% 12,881 $14.6M
Raiffeisen Bank International AG 0.17% Reduce -0.7% 12,976 $14.6M
CI Investments Inc. 0.05% Reduce -0.0% 12,661 $14.3M
North Growth Management Ltd. 1.83% Reduce -7.1% 13,000 $14.3M
Harvey Capital Management Inc. 2.89% Reduce -10.1% 12,418 $14.1M
Varma Mutual Pension Insurance Co 0.07% Add +0.8% 12,335 $14.0M
Stephens Investment Management Group LLC 0.15% New 12,283 $13.9M
Vanguard Personalized Indexing Management, LLC 0.11% Add +6.7% 12,247 $13.9M
Douglas Lane & Associates, LLC 0.19% Reduce -1.9% 12,171 $13.8M
Traynor Capital Management, Inc. 0.64% Add +8.6% 12,061 $13.7M
Patton Albertson Miller Group, LLC 1.35% Reduce -2.2% 11,993 $13.6M
Sycomore Asset Management 1.45% No change 14,060 $13.5M
Mission Wealth Management, LP 0.17% Add +66.3% 11,686 $13.2M
Eagle Rock Investment Company, LLC 1.63% Add +52.0% 11,662 $13.2M
Emerald Investment Advisers, LLC 0.86% Add +35.8% 11,425 $12.9M
Amalgamated Bank 0.09% Reduce -5.1% 11,396 $12.9M
Stratos Wealth Partners, LTD. 0.13% Add +0.3% 11,386 $12.9M
SFE Investment Counsel 1.76% Add +2.3% 11,268 $12.8M
Miller Investment Management, LP 1.17% Reduce -3.8% 11,266 $12.8M
Midwest Trust Co 0.14% Reduce -4.2% 11,217 $12.7M
Picton Mahoney Asset Management 0.12% Add +4033.7% 11,161 $12.6M
Nordwand Advisors, LLC 1.92% Add +1.0% 11,063 $12.5M
Geneos Wealth Management Inc. 0.26% Add +2.5% 11,050 $12.5M
James Investment Research, Inc. 1.27% Reduce -1.2% 11,048 $12.5M
Callahan Advisors, LLC 0.93% Reduce -1.3% 10,837 $12.3M
Vise Technologies, Inc. 0.14% Add +6.7% 10,820 $12.3M
Foster & Motley Inc. 0.56% Reduce -0.1% 10,716 $12.1M
Prudential PLC 0.08% Reduce -11.5% 10,691 $12.1M
IFP Advisors, Inc 0.22% Reduce -0.3% 10,543 $11.9M
Inspire Investing, LLC 0.49% Add +10.9% 10,473 $11.9M
Ossiam 0.16% New 10,384 $11.8M
Sapient Capital LLC 0.15% Reduce -3.9% 10,348 $11.7M
Balyasny Asset Management L.P. 0.02% Add +155.3% 10,344 $11.7M
Broadleaf Partners, LLC 2.24% Add +2.5% 10,196 $11.6M
Rakuten Investment Management, Inc. 0.03% New 10,267 $11.5M
Sanctuary Advisors, LLC 0.05% Add +3.1% 10,110 $11.5M
Burney Co./ 0.31% Reduce -9.4% 10,040 $11.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% Add +10.2% 9,980 $11.3M
USS Investment Management Ltd 0.04% No change 9,939 $11.3M
Hedeker Wealth, LLC 2.13% Add +1.4% 9,849 $11.2M
NEOS Investment Management LLC 0.04% Add +13.9% 9,793 $11.1M
Intech Investment Management LLC 0.10% Reduce -70.3% 9,737 $11.0M
ProShare Advisors LLC 0.02% Add +4.6% 9,595 $10.9M
Utah Retirement Systems 0.10% Reduce -8.1% 9,477 $10.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +7.7% 9,447 $10.7M
Sigma Investment Counselors Inc. 0.52% Reduce -6.6% 9,422 $10.7M
Wealthfront Advisers LLC 0.02% Add +0.9% 9,378 $10.6M
Police & Firemen's Retirement System of New Jersey 0.08% Reduce -3.7% 9,346 $10.6M
New York Life Investment Management LLC 0.07% Reduce -0.3% 9,334 $10.6M
Sterling Capital Management LLC 0.18% Reduce -7.2% 9,294 $10.5M
New England Research & Management, Inc. 4.04% Reduce -17.2% 9,169 $10.4M
Verdence Capital Advisors LLC 0.54% Reduce -0.9% 9,146 $10.4M
Capital International, Inc. 0.07% Reduce -0.5% 9,043 $10.2M
BTG Pactual Asset Management US LLC 0.77% Reduce -0.4% 8,943 $10.1M
Central Bank & Trust Co. 1.43% Reduce -2.0% 8,920 $10.1M
Scopus Asset Management, L.P. 0.24% Add +126.8% 8,836 $10.0M
Van Eck Associates Corp. 0.01% Add +226.3% 8,836 $10.0M
Fulton Bank, N.A. 0.31% Add +2.5% 8,824 $10.0M
Texas Yale Capital Corp. 0.21% No change 8,676 $9.8M
ING Groep NV 0.05% Add +2516.3% 8,503 $9.6M
Ilmarinen Mutual Pension Insurance Co 0.07% Reduce -10.5% 8,500 $9.6M
Douglass Winthrop Advisors, LLC 0.17% Reduce -1.6% 8,488 $9.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -8.9% 8,491 $9.6M
Osborne Partners Capital Management, LLC 0.53% Reduce -3.5% 8,464 $9.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +0.1% 8,367 $9.5M
Graybill Wealth Management, LTD. 2.49% Reduce -0.6% 8,168 $9.3M
Jupiter Topco LLC 0.00% — 8,147 $9.2M
Advisory Services Network, LLC 0.10% Reduce -2.8% 8,003 $9.1M
Westport Asset Management Inc. 3.70% No change 8,000 $9.1M
State of Alaska, Department of Revenue 0.09% Reduce -5.8% 7,884 $8.9M
Capstone Investment Advisors, LLC 0.08% Add +2309.8% 7,832 $8.9M
Bokf, NA 0.12% Reduce -17.1% 7,806 $8.8M
Oregon Public Employees Retirement Fund 0.09% Add +7.0% 7,698 $8.7M
Nilsine Partners, LLC 0.60% Add +0.7% 7,664 $8.7M
Heritage Trust Co 0.75% Reduce -0.6% 7,628 $8.6M
Cumberland Advisors Inc. 3.04% Reduce -3.8% 7,610 $8.6M
Assetmark, Inc. 0.01% Add +11.5% 7,607 $8.6M
Generate Investment Management Ltd 0.35% New 7,599 $8.6M
Institute for Wealth Management, LLC. 0.75% Reduce -8.1% 7,509 $8.5M
Blair William & Co. 0.02% Add +3.2% 7,397 $8.4M
SG Americas Securities, LLC 0.00% Reduce -88.4% 7,371 $8.4M
Daiichi Life Insurance Co., Ltd. 0.19% Add +86.7% 7,291 $8.3M
Consolidated Investment Group LLC 0.72% No change 7,290 $8.3M
Jefferies Financial Group Inc. 0.08% Reduce -21.3% 7,273 $8.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.1% 7,231 $8.2M
Silvant Capital Management LLC 0.24% Reduce -0.7% 7,208 $8.2M
Hudson Edge Investment Partners Inc. 1.11% Reduce -30.0% 7,203 $8.2M
Meitav Investment House Ltd. 0.05% New 7,194 $8.1M
Beacon Pointe Advisors, LLC 0.04% Reduce -13.2% 7,165 $8.1M
Huber Capital Management LLC 1.19% No change 7,140 $8.1M
OP Asset Management Ltd 0.09% Reduce -43.8% 7,044 $8.0M
Flputnam Investment Management Co. 0.09% Add +119.1% 7,030 $8.0M
UniSuper Management Pty Ltd 0.04% Add +19.8% 7,025 $8.0M
Glenmede Trust Co. NA 0.04% Add +4.8% 7,016 $7.9M
JBF Capital, Inc. 1.04% No change 7,000 $7.9M
American Assets Investment Management, LLC 0.48% No change 7,000 $7.9M
Pettee Investors, Inc. 3.89% No change 6,986 $7.9M
Vinva Investment Management Ltd 0.05% New 6,903 $7.7M
HB Wealth Management, LLC 0.04% Add +2.6% 6,791 $7.7M
RBA Wealth Management, LLC 2.82% Reduce -5.9% 6,785 $7.7M
Visionary Wealth Advisors 0.30% Reduce -0.1% 6,778 $7.7M
Riverview Capital Advisers, LLC 2.19% Reduce -4.1% 6,737 $7.6M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +28.0% 6,722 $7.6M
Kerusso Capital Management LLC 2.77% Add +23.4% 6,712 $7.6M
Ethic Inc. 0.09% Add +6.9% 6,682 $7.6M
Penobscot Investment Management Company, Inc. 0.52% Add +18.5% 6,667 $7.6M
Yousif Capital Management, LLC 0.08% Reduce -7.6% 6,593 $7.5M
Smithbridge Asset Management Inc. 1.02% Reduce -4.2% 6,581 $7.5M
Benjamin Edwards Inc. 0.07% Reduce -0.4% 6,542 $7.4M
SlateStone Wealth, LLC 0.57% Reduce -4.8% 6,534 $7.4M
Mutual of America Capital Management LLC 0.07% Reduce -3.6% 6,461 $7.3M
Jag Capital Management, LLC 0.69% Reduce -29.5% 6,451 $7.3M
Orange Investment Advisors, Inc. 0.88% Reduce -8.0% 6,358 $7.2M
Steward Partners Investment Advisory, LLC 0.04% Add +0.1% 6,354 $7.2M
Arkadios Wealth Advisors 0.11% Add +1.5% 6,353 $7.2M
Condor Capital Management 0.54% Reduce -1.4% 6,335 $7.2M
Comgest Global Investors S.A.S. 0.16% Reduce -9.8% 6,335 $7.2M
TD Waterhouse Canada Inc. 0.02% Reduce -39.8% 6,432 $7.2M
Thompson Siegel & Walmsley LLC 0.13% Reduce -12.5% 6,280 $7.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +14.5% 6,488 $7.1M
Cornerstone Advisors, LLC 0.23% No change 6,262 $7.1M
Ieq Capital, LLC 0.03% Add +780.9% 6,166 $7.0M
Roundview Capital LLC 0.38% Add +0.3% 6,134 $6.9M
Rafferty Asset Management, LLC 0.02% Add +37.2% 6,059 $6.9M
D.A. Davidson & Co. 0.04% Add +9.4% 6,023 $6.8M
Abn Amro Investment Solutions 0.06% Reduce -31.5% 6,003 $6.8M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.7% 5,982 $6.8M
Nicolet Bankshares Inc. 0.21% Reduce -1.4% 5,979 $6.8M
New Age Alpha Advisors, LLC 0.28% Reduce -41.5% 5,927 $6.7M
Hennion & Walsh Asset Management, Inc. 0.19% Add +3.2% 5,924 $6.7M
Macquarie Group Ltd. 0.03% Add +11.3% 5,886 $6.7M
Bellwether Advisors, LLC 0.98% No change 5,843 $6.6M
Equitable Holdings, Inc. 0.04% Reduce -1.8% 5,814 $6.6M
Avanza Fonder AB 0.14% Add +15.5% 5,723 $6.5M
M&T Bank Corp 0.02% Add +6.6% 5,693 $6.4M
Pacer Advisors, Inc. 0.02% Add +77.7% 5,687 $6.4M
Teacher Retirement System of Texas 0.02% Add +497.8% 5,667 $6.4M
MWA Asset Management 2.87% Add +0.9% 5,604 $6.3M
Westside Investment Management, Inc. 0.83% Reduce -0.0% 5,593 $6.3M
RKL Wealth Management LLC 0.50% Reduce -5.8% 5,554 $6.3M
Caprock Group, LLC 0.12% Reduce -4.0% 5,541 $6.3M
LBP Am SA 0.06% New 5,366 $6.1M
Gilman Hill Asset Management, LLC 0.84% Add +0.6% 5,324 $6.0M
Federated Hermes, Inc. 0.01% Reduce -49.2% 5,284 $6.0M
Pinnacle Financial Partners, Inc. 0.04% Add +516.1% 5,268 $6.0M
Vanguard Capital Wealth Advisors 4.05% No change 5,266 $6.0M
Trexquant Investment LP 0.04% New 5,259 $6.0M
Belpointe Asset Management LLC 0.19% Reduce -0.3% 5,255 $6.0M
Canada Post Corp Registered Pension Plan 0.21% Reduce -2.3% 5,237 $5.9M
X-Square Capital, LLC 1.49% Add +2.3% 5,181 $5.9M
Kestra Advisory Services, LLC 0.02% Reduce -29.6% 5,138 $5.8M
Pine Valley Investments Ltd Liability Co 0.25% Reduce -9.4% 5,138 $5.8M
Arax Advisory Partners 0.04% Add +550.6% 5,133 $5.8M
Eukles Asset Management 2.38% Reduce -5.5% 5,091 $5.8M
Hancock Whitney Corp. 0.10% Reduce -1.0% 5,061 $5.7M
Atria Investments, Inc 0.06% Reduce -6.4% 4,931 $5.6M
Mizuho Securities USA LLC 0.09% Add +28.8% 4,905 $5.6M
Caliber Wealth Management, LLC / KS 0.54% Reduce -1.8% 4,900 $5.6M
Gulf International Bank (UK) Ltd 0.11% Reduce -1.6% 4,842 $5.5M
Private Advisor Group, LLC 0.03% Reduce -32.3% 4,821 $5.5M
Lombard Odier Asset Management (Switzerland) SA 0.17% Reduce -18.8% 4,799 $5.4M
Independent Advisor Alliance 0.13% Reduce -0.9% 4,765 $5.4M
Trustmark Bank Trust Department 0.32% Reduce -1.1% 4,724 $5.4M
Equitable Trust Co. 0.22% Reduce -2.4% 4,614 $5.2M
Essential Investment Partners LLC 4.17% Reduce -2.4% 4,588 $5.2M
Benchmark Investment Advisors LLC 2.26% Reduce -20.3% 4,543 $5.1M
Burns J W & Co. Inc. 0.54% Reduce -0.3% 4,539 $5.1M
Eley Financial Management, Inc 1.66% Reduce -0.5% 4,532 $5.1M
Argent Trust Co 0.15% Add +5.7% 4,499 $5.1M
Investment Management Corp of Ontario 0.06% Reduce -10.5% 4,424 $5.0M
Orion Porfolio Solutions, LLC 0.04% Add +6.4% 4,422 $5.0M
Saudi Central Bank 0.07% Add +87.7% 4,410 $5.0M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -0.6% 4,390 $5.0M
Cunning Capital Partners, LP 2.01% No change 4,390 $5.0M
Scotia Capital Inc. 0.02% Add +1.1% 4,379 $5.0M
L & S Advisors Inc 0.50% New 4,296 $4.9M
Knights of Columbus Asset Advisors LLC 0.24% Reduce -49.6% 4,273 $4.8M
Brandywine Oak Private Wealth LLC 0.36% Add +14.4% 4,245 $4.8M
Triveni Capital Investments LP 5.70% New 4,215 $4.8M
Faithward Advisors, LLC 0.58% New 4,204 $4.8M
Meeder Asset Management Inc. 0.24% Add +329.4% 4,191 $4.7M
Stenger Family Office, LLC 0.75% Reduce -3.0% 4,166 $4.7M
D. E. Shaw & Co. 0.00% Add +72.5% 4,141 $4.7M
GMO 0.01% Reduce -55.8% 4,122 $4.7M
Duncker Streett & Co. Inc. 0.78% Add +2.8% 4,081 $4.6M
Venture Visionary Partners LLC 0.13% Reduce -3.3% 4,068 $4.6M
UMB Bank, n.a. 0.06% Reduce -1.1% 4,028 $4.6M
Kentucky Retirement Systems 0.11% New 4,007 $4.5M
NewEdge Wealth, LLC 0.05% Add +3.1% 3,990 $4.5M
Thoroughbred Financial Services, LLC 0.22% Reduce -18.0% 3,983 $4.5M
Elevation Point Wealth Partners, LLC 0.08% Add +14.5% 3,971 $4.5M
Norinchukin Bank, The 0.04% Reduce -5.6% 3,928 $4.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -94.4% 3,917 $4.4M
HCR Wealth Advisors 0.39% Add +2.1% 3,882 $4.4M
XTX Topco Ltd 0.06% Add +23.8% 3,858 $4.4M
Capital International Sarl 0.06% Reduce -37.3% 3,828 $4.3M
QRG Capital Management, Inc. 0.04% Add +9.2% 3,818 $4.3M
Summit Trail Advisors, LLC 0.05% Reduce -3.2% 3,804 $4.3M
WD Rutherford LLC 1.55% Add +1.4% 3,788 $4.3M
Snowden Capital Advisors LLC 0.10% Add +1.1% 3,751 $4.2M
SWP Investment Management LLC 2.93% Add +3.9% 3,742 $4.2M
Knollwood Investment Advisory, LLC 0.38% No change 3,739 $4.2M
TRUE Private Wealth Advisors 0.36% Reduce -14.5% 3,733 $4.2M
Chesley Taft & Associates LLC 0.16% Reduce -4.3% 3,664 $4.2M
Harvest Portfolios Group Inc. 0.06% Reduce -12.6% 3,661 $4.1M
Partners Capital Investment Group, LLP 0.15% Reduce -14.6% 3,658 $4.1M
Dynasty Wealth Management, LLC 0.03% Reduce -2.9% 3,621 $4.1M
Groesbeck Investment Management Corp. 6.53% Reduce -0.3% 3,621 $4.1M
Fairvoy Private Wealth, LLC 0.83% New 3,611 $4.1M
Atlantic Edge Private Wealth Management, LLC 0.83% Add +6.5% 3,571 $4.0M
OMERS ADMINISTRATION Corp 0.02% Reduce -10.7% 3,544 $4.0M
Allstate Corp. 0.04% Add +173.8% 3,486 $3.9M
Sequoia Financial Advisors, LLC 0.02% Add +10.1% 3,472 $3.9M
Congress Asset Management Co. 0.02% Reduce -3.0% 3,461 $3.9M
Hartford Investment Management Co. 0.11% Reduce -3.5% 3,460 $3.9M
Commerce Bank 0.02% Add +3.8% 3,436 $3.9M
Columbia Bank 0.87% Add +2.5% 3,413 $3.9M
Steinberganna Wealth Management 1.57% Add +0.1% 3,407 $3.9M
Mattson Financial Services, LLC 0.81% Add +6.9% 3,592 $3.9M
Alerus Financial NA 0.17% Reduce -27.4% 3,377 $3.8M
Progressive Investment Management Corp 0.84% Reduce -1.5% 3,375 $3.8M
Maryland State Retirement & Pension System 0.07% Add +5.3% 3,368 $3.8M
Coastal Bridge Advisors, LLC 0.24% Reduce -0.2% 3,358 $3.8M
Ameritas Investment Partners, Inc. 0.10% Reduce -2.2% 3,354 $3.8M
BTC Capital Management, Inc. 0.23% Add +8.6% 3,342 $3.8M
Caldwell Trust Co 0.30% Add +4.8% 3,327 $3.8M
Signal Advisors Wealth, LLC 0.20% Add +46.4% 3,295 $3.7M
Savant Capital, LLC 0.01% Add +102.9% 3,896 $3.7M
Mediolanum International Funds Ltd 0.03% Add +29.2% 3,275 $3.7M
Apollon Wealth Management, LLC 0.04% Add +35.8% 3,241 $3.7M
Louisbourg Investments Inc. 0.67% Reduce -57.6% 3,689 $3.6M
Laird Norton Wetherby Trust Company, LLC 0.07% Add +1.3% 3,201 $3.6M
Louisiana State Employees Retirement System 0.05% No change 3,200 $3.6M
New Mexico Educational Retirement Board 0.09% Add +6.7% 3,200 $3.6M
Argus Investors' Counsel, Inc. 2.79% Reduce -2.9% 3,196 $3.6M
Bank of New Hampshire 0.75% Add +1.4% 3,181 $3.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.5% 3,175 $3.5M
Alpine Woods Capital Investors, LLC 0.79% Add +30.4% 3,079 $3.5M
Pinnacle Associates Ltd. 0.04% Reduce -4.4% 3,065 $3.5M
EPG Wealth Management LLC 0.83% Add +3.0% 3,061 $3.5M
Greatmark Investment Partners, Inc. 0.38% No change 3,045 $3.4M
Leibman Financial Services, Inc. 2.29% Reduce -1.3% 3,044 $3.4M
E. Ohman J:or Asset Management AB 0.08% Add +7.2% 3,038 $3.4M
Florida Trust Wealth Management Co 0.09% Reduce -0.4% 3,020 $3.4M
NewEdge Advisors, LLC 0.01% Add +106.0% 3,002 $3.4M
AG2R La Mondiale Gestion D'actifs 0.12% Add +5.6% 2,985 $3.4M
Kennedy Capital Management LLC 0.06% Reduce -47.0% 2,984 $3.4M
Brookstone Capital Management 0.03% Reduce -3.3% 2,983 $3.4M
Baer Investment Advisory LLC 4.10% Reduce -8.4% 3,038 $3.4M
Squarepoint Ops LLC 0.01% Reduce -36.1% 2,981 $3.4M
Mitchell Capital Management Co. 0.51% Add +0.7% 2,952 $3.3M
Regions Financial Corp. 0.02% Add +0.3% 2,948 $3.3M
Wealth Effects LLC 0.90% Add +1.0% 2,944 $3.3M
RB Capital Management, LLC 0.67% Reduce -1.8% 2,935 $3.3M
Choreo, LLC 0.04% Reduce -5.3% 2,923 $3.3M
Capital Group Private Client Services, Inc. 0.05% Reduce -66.6% 2,922 $3.3M
South Dakota Investment Council 0.06% Reduce -10.8% 2,906 $3.3M
IHT Wealth Management, LLC 0.07% Reduce -5.1% 2,904 $3.3M
Callan Family Office, LLC 0.06% Reduce -0.6% 2,848 $3.2M
Stiles Financial Services Inc 0.81% Add +10.8% 2,847 $3.2M
Harbor Investment Advisory, LLC 0.22% Add +3.3% 2,840 $3.2M
Great Lakes Retirement, Inc. 0.28% Reduce -2.8% 2,829 $3.2M
Ascentis Wealth Management, LLC 0.54% Add +7.9% 2,801 $3.2M
United Capital Financial Advisors, LLC 0.02% Add +5.0% 2,791 $3.2M
VestGen Advisors, LLC 0.09% Add +2.8% 2,742 $3.1M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.3% 2,695 $3.1M
Sowell Financial Services LLC 0.10% Add +3.1% 2,689 $3.0M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -1.8% 2,681 $3.0M
PFG Advisors 0.15% Add +169.3% 2,677 $3.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -52.3% 2,669 $3.0M
Affinity Investment Advisors, LLC 1.53% Reduce -8.7% 2,662 $3.0M
Meeder Advisory Services, Inc. 0.11% Add +1.8% 2,646 $3.0M
Stratos Investment Management, LLC 0.11% Reduce -7.4% 2,632 $3.0M
Clearstead Advisors, LLC 0.03% Add +45.9% 2,611 $3.0M
Graham Capital Management, L.P. 0.11% New 2,600 $2.9M
Philadelphia Investment Partners, LLC 1.82% Reduce -5.1% 2,583 $2.9M
Coldstream Capital Management Inc. 0.04% Add +5.5% 2,568 $2.9M
LOM Asset Management Ltd 0.75% Add +2.8% 2,550 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +4.0% 2,540 $2.9M
Farther Finance Advisors, LLC 0.02% Reduce -7.2% 2,529 $2.9M
Longaeva Partners L.P. 0.08% New 2,525 $2.9M
Allen Investment Management, LLC 0.03% No change 2,525 $2.9M
Panagora Asset Management Inc. 0.01% No change 2,525 $2.9M
MCF Advisors LLC 0.10% Reduce -0.0% 2,509 $2.8M
Talon Private Wealth, LLC 0.33% Add +2.9% 2,503 $2.8M
Oak Harvest Investment Services 0.26% New 2,500 $2.8M
SVB Wealth LLC 0.18% Reduce -10.2% 2,473 $2.8M
MBM Wealth Consultants, LLC 0.54% Add +11.3% 2,472 $2.8M
Hilltop Holdings Inc. 0.23% Add +5.3% 2,463 $2.8M
Pettyjohn, Wood & White, Inc. 0.41% Add +0.2% 2,461 $2.8M
MUFG Securities EMEA plc 0.03% Reduce -5.1% 2,452 $2.8M
Patten Group, Inc. 0.43% Reduce -3.5% 2,437 $2.8M
Millennium Capital Advisors, LLC 1.50% Reduce -1.1% 2,432 $2.8M
Empirical Finance, LLC 0.11% Add +2.9% 2,404 $2.7M
Lebenthal Global Advisors, LLC 0.37% Reduce -5.8% 2,400 $2.7M
Emissary Wealth LLC 2.06% Add +233.5% 2,391 $2.7M
Blue Line Capital, LLC / IL 2.31% Add +7.2% 2,361 $2.7M
Seelaus Asset Management LLC 1.89% Reduce -19.3% 2,360 $2.7M
Principal Securities, Inc. 0.03% Reduce -21.2% 2,350 $2.7M
U S Wealth Group, Llc. 1.59% No change 2,349 $2.7M
Acropolis Investment Management, LLC 0.10% Reduce -2.4% 2,314 $2.6M
Paragon Private Wealth Management, LLC 0.68% Add +14.6% 2,301 $2.6M
Keybank National Association 0.01% Add +3.3% 2,301 $2.6M
Townsquare Capital LLC 0.48% Add +2.9% 2,287 $2.6M
Y.D. More Investments Ltd 0.08% Add +5.0% 2,283 $2.6M
Horizon Investments, LLC 0.03% Add +6.6% 2,286 $2.6M
Paradigm Asset Management Co. LLC 0.55% No change 2,258 $2.6M
HUB Investment Partners, LLC 0.05% Add +1.5% 2,258 $2.6M
Redwood Grove Capital, LLC 0.65% No change 2,249 $2.5M
Dana Investment Advisors, Inc. 0.07% Reduce -0.2% 2,249 $2.5M
Jacobi Capital Management LLC 0.12% Reduce -0.2% 2,246 $2.5M
Vestmark Advisory Solutions, Inc. 0.02% Add +43.4% 2,232 $2.5M
Wedmont Private Capital 0.07% Add +4.7% 2,298 $2.5M
Griffin Asset Management, Inc. 0.27% Add +1.5% 2,221 $2.5M
Old National Bancorp 0.05% Add +0.4% 2,139 $2.4M
Edgestream Partners, L.P. 0.07% Add +1.8% 2,117 $2.4M
Kendall Capital Management 0.39% Reduce -5.7% 2,087 $2.4M
Nwam LLC 0.12% New 2,071 $2.3M
Metis Global Partners, LLC 0.05% Reduce -9.4% 2,044 $2.3M
Signaturefd, LLC 0.03% Reduce -3.5% 2,040 $2.3M
Unified Investment Management 2.15% Reduce -6.3% 2,030 $2.3M
Kestra Private Wealth Services, LLC 0.03% Reduce -9.4% 2,030 $2.3M
SteelPeak Wealth, LLC 0.06% Add +0.5% 2,024 $2.3M
Brian Low Financial Group, LLC 1.33% Add +25.9% 2,019 $2.3M
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -90.0% 2,009 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.3% 2,009 $2.3M
Kiley Juergens Wealth Management, LLC 0.36% Reduce -3.0% 2,007 $2.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.21% Reduce -80.0% 2,006 $2.3M
Agf Management Ltd. 0.01% Add +28.6% 2,005 $2.3M
TD Private Client Wealth LLC 0.04% Reduce -28.1% 2,004 $2.3M
Azzad Asset Management Inc. 0.20% Reduce -0.1% 1,983 $2.2M
Arista Wealth Management, LLC 0.24% No change 1,979 $2.2M
Harbour Investments, Inc. 0.03% Reduce -1.2% 1,974 $2.2M
Sigma Planning Corp 0.06% Add +4.1% 1,965 $2.2M
Lighthouse Financial Services Inc. 0.46% Add +9.5% 1,981 $2.2M
Vontobel Holding Ltd. 0.01% Add +1.0% 1,939 $2.2M
GAMMA Investing LLC 0.08% Add +8.0% 1,938 $2.2M
F/m Investments LLC 0.11% Add +41.3% 1,937 $2.2M
TigerOak Management, L.L.C. 0.62% Reduce -5.6% 1,933 $2.2M
Hudson Value Partners, LLC 0.55% Reduce -0.5% 1,933 $2.2M
Wedbush Securities Inc. 0.06% Reduce -25.9% 1,922 $2.2M
Redhawk Wealth Advisors, Inc. 0.21% New 1,917 $2.2M
Crossmark Global Holdings, Inc. 0.03% Reduce -4.7% 1,914 $2.2M
Quadrant Capital Group LLC 0.06% Add +8.0% 1,912 $2.2M
Brown Financial Advisors 0.76% Add +4.3% 1,909 $2.2M
Convergence Financial, LLC 0.17% Reduce -11.8% 1,907 $2.2M
Jensen Investment Management Inc. 0.05% Reduce -12.4% 1,902 $2.2M
AMG National Trust Bank 0.04% Reduce -0.1% 1,893 $2.1M
North Dakota State Investment Board 0.09% Add +2.7% 1,888 $2.1M
Probity Advisors, Inc. 0.31% Add +1.8% 1,887 $2.1M
Mufg Securities Americas Inc. 0.11% Add +8.3% 1,887 $2.1M
Virtus Investment Advisers, LLC 0.50% Reduce -10.2% 1,877 $2.1M
Searle & Co. 0.48% Add +2.7% 1,875 $2.1M
MASTERINVEST Kapitalanlage GmbH 0.18% Add +238.2% 1,870 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +2.1% 1,862 $2.1M
Rothschild Investment LLC 0.08% Add +9.0% 1,841 $2.1M
Blackstone Inc. 0.01% New 1,835 $2.1M
CreativeOne Wealth, LLC 0.04% Add +37.7% 1,819 $2.1M
Diversified Trust Co. 0.03% Reduce -1.0% 1,812 $2.1M
Williams Jones Wealth Management, LLC. 0.02% Reduce -11.6% 1,763 $2.0M
Park Avenue Securities LLC 0.01% Add +1.0% 1,757 $2.0M
Oppenheimer & Co. Inc. 0.02% Reduce -19.2% 1,755 $2.0M
Krilogy Financial LLC 0.06% Add +8.5% 1,751 $2.0M
Ritholtz Wealth Management 0.03% Add +5.3% 1,742 $2.0M
V-Square Quantitative Management LLC 0.19% Reduce -4.0% 1,741 $2.0M
Blue Jean Financial LLC 1.35% New 1,717 $1.9M
Mather Group, Llc. 0.02% Add +1.9% 1,714 $1.9M
Diversify Advisory Services, LLC 0.03% Add +13.8% 1,713 $1.9M
Diversify Wealth Management, LLC 0.03% Add +1.7% 1,713 $1.9M
Private Trust Co. NA 0.15% Reduce -9.7% 1,704 $1.9M
Dumont & Blake Investment Advisors LLC 0.43% Reduce -6.0% 1,697 $1.9M
Phoenix Financial Ltd. 0.01% Add +42.5% 1,685 $1.9M
Systematic Alpha Investments, LLC 0.05% No change 1,674 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.11% Reduce -1.5% 1,663 $1.9M
Cercano Management LLC 0.25% Reduce -77.2% 1,659 $1.9M
International Assets Investment Management, LLC 0.11% Reduce -7.1% 1,685 $1.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.06% Reduce -3.7% 1,650 $1.9M
Aptus Capital Advisors, LLC 0.01% Reduce -3.6% 1,649 $1.9M
Plato Investment Management Ltd 0.11% Reduce -19.6% 1,651 $1.9M
MainStreet Investment Advisors LLC 0.25% Add +5.3% 1,630 $1.8M
Dakota Wealth Management 0.04% Reduce -2.6% 1,623 $1.8M
Syon Capital LLC 0.08% Reduce -3.1% 1,617 $1.8M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Reduce -1.0% 1,615 $1.8M
Spire Wealth Management 0.06% Reduce -8.5% 1,612 $1.8M
Aaron Wealth Advisors LLC 0.09% Reduce -9.6% 1,600 $1.8M
Greenleaf Trust 0.02% Add +0.4% 1,587 $1.8M
Waverly Advisors, LLC 0.01% Reduce -22.3% 1,582 $1.8M
Values First Advisors, Inc. 0.82% No change 1,578 $1.8M
Merit Financial Group, LLC 0.01% Add +7.4% 1,558 $1.8M
Parallel Advisors, LLC 0.03% Add +4.9% 1,558 $1.8M
Roman Butler Fullerton & Co. 0.42% Add +3.3% 1,620 $1.8M
Schear Investment Advisers, LLC 0.59% No change 1,550 $1.8M
Davidson Capital Management Inc. 0.28% Add +2.2% 1,539 $1.7M
Securian Asset Management, Inc. 0.06% Reduce -2.4% 1,665 $1.7M
Tectonic Advisors LLC 0.08% Add +17.7% 1,531 $1.7M
Advocate Investing Services LLC 1.34% Add +0.1% 1,530 $1.7M
Western Wealth Management, LLC 0.06% Add +8.1% 1,525 $1.7M
Arcataur Capital Management LLC 0.43% No change 1,521 $1.7M
AE Wealth Management LLC 0.01% Add +13.8% 1,514 $1.7M
Harbor Advisors LLC 0.21% No change 1,500 $1.7M
Cardiff Park Advisors, LLC 0.13% No change 1,500 $1.7M
Independent Financial Group, LLC 0.03% Reduce -4.8% 1,498 $1.7M
Fiduciary Trust Co 0.02% Reduce -0.2% 1,497 $1.7M
Polymer Capital Management (HK) LTD 0.17% New 1,492 $1.7M
Hollencrest Capital Management 0.11% No change 1,480 $1.7M
RFG Advisory, LLC 0.03% Reduce -33.2% 1,472 $1.7M
Advyzon Investment Management, LLC 0.12% Add +2.8% 1,459 $1.7M
First Manhattan Co. Llc. 0.00% Add +8.3% 1,450 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -2.6% 1,446 $1.6M
Brown Brothers Harriman & Co. 0.01% Add +94.6% 1,438 $1.6M
Kovack Advisors, Inc. 0.08% Reduce -0.7% 1,433 $1.6M
Pittenger & Anderson Inc. 0.06% Add +13.7% 1,405 $1.6M
Havemeyer Place LP 0.16% New 1,404 $1.6M
Pecaut & Co. 0.48% No change 1,403 $1.6M
First Citizens Bank & Trust Co. 0.02% Reduce -3.3% 1,401 $1.6M
Mirabaud & Cie SA 0.64% No change 1,400 $1.6M
K.J. Harrison & Partners Inc 0.23% No change 1,400 $1.6M
Silver Oak Securities, Incorporated 0.10% Reduce -0.9% 1,396 $1.6M
Parkside Financial Bank & Trust 0.11% Add +0.6% 1,395 $1.6M
Ranch Capital Advisors Inc. 0.49% Add +9.1% 1,375 $1.6M
Novem Group 0.16% Add +10.2% 1,370 $1.6M
Norden Group LLC 0.13% Add +50.0% 1,347 $1.5M
BankChampaign, National Association 1.17% No change 1,347 $1.5M
Guidance Capital, Inc. 0.32% Add +1.1% 1,415 $1.5M
Independent Investors Inc. 0.29% No change 1,325 $1.5M
MassMutual Private Wealth & Trust, FSB 0.04% Add +4.3% 1,321 $1.5M
Cresset Asset Management, LLC 0.01% Add +27.1% 1,309 $1.5M
One Wealth Advisors, LLC 0.16% Reduce -32.5% 1,292 $1.5M
SeaCrest Wealth Management, LLC 0.16% Reduce -2.4% 1,283 $1.5M
Peddock Capital Advisors, LLC 0.29% Add +0.9% 1,272 $1.4M
HMS Capital Management, LLC 0.54% Reduce -2.4% 1,263 $1.4M
Meridian Wealth Management, LLC 0.04% Reduce -3.6% 1,257 $1.4M
Foundations Investment Advisors, LLC 0.01% Add +42.9% 1,256 $1.4M
Vestcor Inc 0.04% No change 1,248 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -1.5% 1,242 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -55.5% 1,233 $1.4M
Twin Capital Management Inc. 0.15% Add +36.4% 1,222 $1.4M
Prospera Financial Services Inc 0.02% Reduce -70.5% 1,219 $1.4M
Allworth Financial LP 0.01% Add +2.7% 1,218 $1.4M
Modera Wealth Management, LLC 0.01% No change 1,187 $1.3M
Fifth Third Wealth Advisors LLC 0.04% Add +30.0% 1,187 $1.3M
Atlas Capital Advisors Inc. 0.14% No change 1,167 $1.3M
PFG Investments, LLC 0.05% Reduce -0.8% 1,163 $1.3M
LGT Fund Management Co Ltd. 0.05% Reduce -2.5% 1,160 $1.3M
Wolff Wiese Magana LLC 0.60% Reduce -1.7% 1,153 $1.3M
Cambria Investment Management, L.P. 0.06% Add +101.6% 1,149 $1.3M
Semus Wealth Partners LLC 0.63% Reduce -30.3% 1,148 $1.3M
World Investment Advisors 0.02% Reduce -5.6% 1,746 $1.3M
Sagespring Wealth Partners, LLC 0.02% Add +18.2% 1,135 $1.3M
HighPoint Advisor Group LLC 0.05% Reduce -8.0% 1,135 $1.3M
Mgo One Seven LLC 0.02% Reduce -1.8% 1,134 $1.3M
Romano Brothers and Company 0.13% Reduce -0.9% 1,131 $1.3M
Denali Advisors LLC 0.13% Reduce -0.7% 1,130 $1.3M
Welch Group, LLC 0.04% No change 1,129 $1.3M
BDF-Gestion 0.17% Reduce -10.1% 2,578 $1.3M
Praxis Investment Management Inc. 0.07% No change 1,120 $1.3M
Icon Wealth Advisors, LLC 0.08% Reduce -0.6% 1,115 $1.3M
Banque Transatlantique SA 0.03% Reduce -0.5% 1,125 $1.3M
Smartleaf Asset Management LLC 0.04% No change 1,119 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% New 1,107 $1.3M
City National Bank of Florida 0.52% Add +16.4% 1,102 $1.2M
American Trust 0.10% Reduce -0.6% 1,095 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Add +228.5% 1,094 $1.2M
Patrick M Sweeney & Associates, Inc. 0.71% Reduce -1.4% 1,093 $1.2M
Aviso Wealth Management 0.42% No change 1,087 $1.2M
Flagship Harbor Advisors, LLC 0.05% No change 1,085 $1.2M
Integrity Alliance, Llc. 0.04% Reduce -0.8% 1,080 $1.2M
Banco Santander, S.A. 0.01% Reduce -6.1% 1,080 $1.2M
Optas, LLC 0.17% Reduce -7.7% 1,077 $1.2M
Oakmont Investment Advisors, Inc. 0.85% No change 1,075 $1.2M
Premier Path Wealth Partners, LLC 0.14% Add +0.2% 1,070 $1.2M
Koshinski Asset Management, Inc. 0.06% Reduce -0.4% 1,070 $1.2M
Ballentine Partners, LLC 0.01% Reduce -17.5% 1,067 $1.2M
Compound Planning, Inc. 0.03% Add +12.8% 1,058 $1.2M
Hodges Capital Management Inc. 0.08% No change 1,058 $1.2M
Dynamic Advisor Solutions LLC 0.03% Add +6.3% 1,053 $1.2M
Chilton Investment Co. Inc. 0.03% No change 1,053 $1.2M
TCW Group Inc. 0.01% Add +0.2% 1,052 $1.2M
McLaughlin Asset Management, Inc. 0.82% Add +6.3% 1,042 $1.2M
JM2 Capital Inc. 0.81% Reduce -0.4% 1,039 $1.2M
North Dallas Bank & Trust Co. 0.70% Add +14.9% 1,038 $1.2M
Bank of Hawaii 0.06% Add +2.3% 1,017 $1.2M
Archer Investment Corp 0.22% No change 1,011 $1.1M
Paladin Wealth, LLC 0.66% Add +6.1% 1,008 $1.1M
Savvy Advisors, Inc. 0.02% Add +49.4% 1,007 $1.1M
Athena Wealth Management, LLC 0.85% Add +13.6% 1,004 $1.1M
Delta Investment Management, LLC 0.19% Add +108.7% 1,004 $1.1M
Consultiva Wealth Management, Corp. 2.55% No change 1,000 $1.1M
Canandaigua National Bank & Trust Co. 0.10% — 1,000 $1.1M
WBH Advisory Inc. 0.08% No change 1,000 $1.1M
First Bank & Trust 0.17% Reduce -6.5% 999 $1.1M
Third View Private Wealth, LLC 0.14% Add +14.1% 990 $1.1M
Waterloo Capital, L.P. 0.06% Reduce -10.7% 990 $1.1M
SLT Holdings LLC 0.71% Add +52.3% 987 $1.1M
Indivisible Partners 0.06% Add +219.4% 987 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -0.1% 986 $1.1M
Piar LLC 0.69% Reduce -10.9% 980 $1.1M
Tema ETFs LLC 0.04% No change 970 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -5.5% 969 $1.1M
Fidelis Capital Partners, LLC 0.06% Add +1.1% 968 $1.1M
Enterprise Financial Services Corp 0.45% Add +0.1% 966 $1.1M
Barings LLC 0.02% Reduce -19.6% 962 $1.1M
Blue Trust, Inc. 0.01% Add +19.7% 960 $1.1M
Saturna Capital Corp. 0.01% Add +230.0% 957 $1.1M
Advisory Alpha, LLC 0.03% Add +34.8% 950 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +62.3% 946 $1.1M
Spirepoint Private Client, LLC 0.09% No change 939 $1.1M
Harbor Capital Advisors, Inc. 0.07% Add +0.1% 934 $1.1M
KPP Advisory Services LLC 0.13% Reduce -6.4% 932 $1.1M
Wealth Science Advisors LLC 0.47% Add +255.9% 929 $1.1M
Siemens Fonds Invest GmbH 0.05% Add +2.5% 928 $1.1M
Argentarii, LLC 0.32% Reduce -1.1% 915 $1.0M
Capstone Wealth Management Group, Inc. 0.63% — 923 $1.0M
Marshall Financial Group, LLC 0.15% Add +17.5% 915 $1.0M
Verus Capital Partners, LLC 0.06% Add +15.5% 911 $1.0M
Financial Management Network Inc. 0.15% Reduce -1.0% 980 $1.0M
Nemes Rush Group LLC 0.08% No change 904 $1.0M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -2.5% 902 $1.0M
Alchemi Wealth, LLC 0.48% Add +2.5% 900 $1.0M
CVA Family Office, LLC 0.09% Add +1.7% 898 $1.0M
Bridgewater Advisors Inc. 0.06% Add +0.7% 912 $1.0M
Pitcairn Wealth Advisors LLC 0.11% Reduce -33.3% 887 $1.0M
71 West Capital Partners 0.03% Add +57.6% 878 $995K
J.W. Cole Advisors, Inc. 0.02% New 876 $992K
Level Four Advisory Services, LLC 0.03% Add +6.9% 872 $989K
Simmons Bank 0.06% New 870 $986K
Ausdal Financial Partners, Inc. 0.04% Reduce -15.2% 867 $982K
Fiduciary Alliance LLC 0.07% No change 864 $979K
August Group Capital Ltd 1.07% Add +0.2% 863 $977K
Atom Investors LP 0.09% New 854 $967K
Perigon Wealth Management, LLC 0.02% Add +32.9% 852 $966K
Traub Capital Management LLC 0.86% Reduce -6.0% 851 $964K
Curi Capital, LLC 0.01% Add +0.8% 851 $964K
1776 Wealth LLC 0.34% No change 850 $963K
RiverPark Advisors, LLC 0.47% Reduce -33.7% 843 $955K
Natural Investments, LLC 0.21% Reduce -0.9% 844 $955K
Congress Park Capital LLC 0.26% Reduce -6.2% 835 $946K
Valmark Advisers, Inc. 0.01% No change 834 $945K
Jackson Wealth Management, LLC 0.55% Reduce -90.4% 831 $941K
Hohimer Wealth Management, LLC 0.10% Add +3.1% 824 $934K
Aprio Wealth Management, LLC 0.05% Add +3.0% 820 $929K
Cornerstone Select Advisors, LLC 0.39% Add +46.9% 814 $922K
Daymark Wealth Partners, LLC 0.02% Add +55.6% 814 $922K
Voleon Capital Management LP 0.02% New 811 $919K
Corient IA LP 0.85% No change 810 $918K
Landing Point Financial Group, LLC 0.31% Reduce -4.3% 809 $916K
Chesapeake Capital Corp. 0.50% Add +93.8% 808 $915K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.36% Add +23.1% 800 $906K
Olde Wealth Management, LLC 0.26% No change 800 $906K
Gateway Investment Advisers LLC 0.01% Reduce -11.3% 790 $895K
S-Bank Fund Management Ltd 0.12% New 789 $894K
Worth Financial Advisory Group, LLC 0.37% New 789 $894K
DAVENPORT & Co LLC 0.00% Reduce -3.6% 785 $890K
OneDigital Investment Advisors LLC 0.01% Add +5.1% 785 $889K
Magnus Financial Group LLC 0.06% Add +3.3% 782 $886K
PCM Encore, LLC 0.16% Add +0.6% 781 $885K
Huntington National Bank 0.01% Add +33.9% 778 $881K
Worthington Financial Partners, LLC 0.73% Add +1.3% 776 $880K
Adell Harriman & Carpenter Inc. 0.04% No change 775 $878K
Keebeck Wealth Management 0.09% No change 773 $876K
Legacy Capital Wealth Partners, LLC 0.17% Add +7.9% 768 $870K
Souders Financial Advisors 0.09% Reduce -4.4% 767 $869K
Oak Thistle LLC 0.08% Reduce -62.1% 766 $868K
PCB Capital LLC 1.06% Add +4.4% 766 $868K
CenterBook Partners LP 0.04% Reduce -9.8% 762 $863K
Collective Family Office LLC 0.18% Reduce -5.7% 759 $860K
Insigneo Advisory Services, LLC 0.03% Add +32.1% 758 $859K
Horizon Kinetics Asset Management LLC 0.01% No change 756 $856K
Frec Markets, Inc. 0.08% Add +113.0% 752 $852K
Cornerstone Wealth Management, LLC 0.04% Add +29.2% 747 $846K
Klingman & Associates, LLC 0.04% Add +7.8% 745 $844K
1248 Management, LLC 0.33% No change 741 $839K
Alphadyne Asset Management LP 0.04% New 738 $836K
Banque Pictet & Cie SA 0.01% No change 735 $833K
Evercore Wealth Management, LLC 0.01% Reduce -1.4% 733 $830K
Stratos Wealth Advisors, LLC 0.05% Reduce -0.7% 731 $829K
Oddo BHF Asset Management Sas 0.04% Reduce -12.6% 730 $827K
Axxcess Wealth Management, LLC 0.01% New 728 $824K
Formuepleje A/S 0.06% Reduce -79.7% 725 $821K
Welch & Forbes LLC 0.01% Add +2.4% 724 $820K
Evermay Wealth Management LLC 0.08% Reduce -21.7% 722 $818K
Baker Avenue Asset Management, LP 0.02% Reduce -1.2% 721 $816K
Everhart Financial Group, Inc. 0.05% Add +0.6% 716 $811K
Leavell Investment Management, Inc. 0.03% Reduce -6.5% 713 $808K
J. Safra Sarasin Holding AG 0.01% Add +17.6% 848 $806K
Guggenheim Capital LLC 0.01% Add +14.7% 711 $805K
CNB Bank 0.31% Reduce -8.3% 707 $801K
Acorn Wealth Advisors, LLC 0.20% Add +22.4% 706 $800K
Finivi Inc. 0.41% Add +2.5% 706 $799K
FSM Wealth Advisors, LLC 0.09% Add +16.8% 704 $798K
Investment Management Corp. /Va/ 0.66% Add +1.0% 701 $794K
Alps Advisors Inc. 0.00% New 694 $786K
Pension & Wealth Management Advisors, Inc. 0.21% Reduce -20.5% 689 $781K
Elgethun Capital Management 0.11% Add +0.9% 689 $781K
Berman McAleer LLC 0.09% Add +0.4% 685 $776K
BOS Asset Management, LLC 0.18% No change 683 $774K
Leslie Global Wealth, LLC 0.30% No change 681 $771K
Cooper Financial Group 0.06% Reduce -22.4% 681 $771K
Steel Grove Capital Advisors, LLC 0.07% No change 678 $768K
Heritage Wealth Advisors 0.03% No change 672 $761K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -3.5% 669 $758K
Mechanics Financial Corp 0.27% Add +4.6% 665 $753K
Torray Investment Partners LLC 0.11% No change 660 $748K
Palisade Capital Management, LP 0.04% Add +12.8% 659 $747K
Integrated Wealth Concepts LLC 0.00% Add +2.3% 656 $744K
Haverford Trust Co 0.01% No change 655 $742K
Moss Adams Wealth Advisors LLC 0.05% Add +7.9% 653 $740K
Exchange Traded Concepts, LLC 0.00% Add +6.0% 652 $739K
Signet Private Wealth LLC 0.59% Reduce -5.5% 652 $738K
Danica Pension, Livsforsikringsaktieselskab 0.01% Reduce -49.0% 650 $736K
Turtle Creek Wealth Advisors, LLC 0.04% Add +30.3% 645 $731K
Checchi Capital Advisers, LLC 0.05% Add +1.1% 644 $730K
Vantus Wealth LLC 0.39% — 642 $727K
Catalyst Funds Management Pty Ltd 0.04% Reduce -77.7% 642 $727K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -2.0% 638 $723K
Financial Consulate, Inc. 0.08% No change 636 $721K
Profund Advisors LLC 0.02% Add +2.9% 632 $716K
Confluence Wealth Services, Inc. 0.02% Add +29.2% 629 $713K
Sargent Investment Group, LLC 0.09% Add +1.9% 628 $711K
Rehmann Capital Advisory Group 0.03% Reduce -11.1% 624 $709K
SeaBridge Investment Advisors LLC 0.10% No change 625 $708K
Basecamp Wealth Advisors LLC 0.13% Add +2.0% 625 $708K
Greenfield Seitz Capital Management, LLC 0.21% Add +9.1% 622 $705K
Composition Wealth, LLC 0.01% Add +8.6% 621 $704K
TIAA Wealth Investment Management LLC 0.00% Reduce -8.6% 617 $698K
Evergreen Capital Management LLC 0.01% Reduce -25.1% 613 $694K
Keel Point, LLC 0.04% Reduce -59.1% 612 $693K
TBH Global Asset Management, LLC 0.13% Reduce -0.5% 612 $693K
LVZ, Inc. 0.07% Reduce -9.1% 608 $688K
Sbe LLC Dba Cedar Cove Wealth Partners 0.32% Reduce -3.7% 606 $686K
Titleist Asset Management, LLC 0.05% Reduce -5.6% 606 $686K
Americana Partners, LLC 0.02% Add +4.5% 603 $683K
Baldwin Investment Management, LLC 0.07% New 593 $672K
PDS Planning, Inc 0.04% Add +0.9% 589 $667K
Cigna Investments Inc. 0.09% Reduce -3.8% 589 $667K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -1.7% 589 $667K
Loomis Sayles & Co. L P 0.00% Add +14.7% 587 $665K
AlphaGrep UK Ltd 0.20% Reduce -42.2% 579 $656K
Guardian Wealth Advisors, LLC / NC 0.04% No change 577 $653K
Childress Capital Advisors, LLC 0.11% Add +98.6% 576 $653K
Avestar Capital, LLC 0.04% Reduce -0.5% 575 $651K
AdvisorShares Investments LLC 0.08% No change 574 $650K
Chicago Partners Investment Group LLC 0.01% Add +10.1% 569 $649K
HBK Sorce Advisory LLC 0.01% No change 558 $648K
Central Pacific Bank - Trust Division 0.07% Reduce -8.1% 571 $647K
Inscription Capital, LLC 0.06% Reduce -19.5% 570 $646K
Range Financial Group LLC 0.18% Reduce -2.7% 570 $646K
Aigen Investment Management, LP 0.18% New 569 $645K
OpenArc Corporate Advisory, LLC 0.01% New 567 $642K
Larson Financial Group LLC 0.02% Reduce -2.4% 566 $641K
B. Riley Wealth Advisors, Inc. 0.03% Add +22.6% 564 $634K
BNB Wealth Management, LLC 0.35% Add +0.2% 557 $631K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.23% Add +0.7% 557 $631K
Fearless Solutions, LLC dba Best Invest 0.33% No change 554 $628K
Meadowbrook Advisors Group, LLC 0.33% Reduce -8.1% 553 $626K
Key Financial Inc 0.10% No change 553 $626K
Falcon Wealth Planning 0.04% Add +1.9% 552 $626K
Fielder Capital Group LLC 0.14% Reduce -26.3% 552 $625K
Darden Wealth Group Inc 0.25% No change 550 $623K
Signature Estate & Investment Advisors LLC 0.01% Add +18.3% 550 $623K
Bluespring Wealth Management, LLC 0.01% New 548 $621K
Clearwave Capital, LLC 0.34% Add +37.1% 547 $620K
Global Retirement Partners, LLC 0.01% — 544 $616K
CENTRAL TRUST Co 0.01% Add +0.9% 541 $613K
Rogco, LP 0.19% No change 536 $607K
South Plains Financial, Inc. 0.33% No change 536 $607K
Resonant Capital Advisors, LLC 0.03% Add +2.1% 532 $603K
Headlands Technologies LLC 0.06% Add +33.1% 531 $602K
Bingham Private Wealth, LLC 0.41% Add +19.1% 529 $599K
Impact Capital Partners LLC 0.16% Add +0.9% 529 $599K
Aristeia Capital, L.L.C. 0.02% Reduce -24.5% 528 $598K
Westmount Partners, LLC 0.13% Add +0.8% 527 $597K
Pincus Capital Management, LP 0.35% No change 522 $591K
Monument Capital Management 0.12% Add +28.6% 521 $590K
Hudock, Inc. 0.07% Add +0.2% 516 $585K
First Horizon Corp. 0.02% Reduce -0.8% 511 $579K
Salem Investment Counselors Inc. 0.01% No change 511 $579K
Parsons Capital Management Inc. 0.03% No change 510 $578K
Brighton Jones LLC 0.01% Reduce -14.2% 509 $577K
Argos Wealth Advisors, LLC 0.15% Reduce -32.0% 507 $574K
Hantz Financial Services, Inc. 0.01% Reduce -5.3% 503 $570K
Gilpin Wealth Management, LLC 0.39% No change 500 $566K
Aries Wealth Management 0.11% No change 500 $566K
Deltec Asset Management LLC 0.08% No change 500 $566K
Fayez Sarofim & Co 0.00% No change 500 $566K
Christine Messmer PC 0.32% Add +0.2% 499 $565K
Kingsview Wealth Management, LLC 0.01% Add +2.0% 499 $565K
Everpar Advisors LLC 0.16% Add +11.5% 495 $561K
Smithfield Trust Co 0.02% No change 490 $555K
Bay Capital Advisors, LLC 0.30% Reduce -30.4% 488 $553K
Valeo Financial Advisors, LLC 0.01% Add +24.6% 487 $552K
Crescent Grove Advisors, LLC 0.05% New 486 $551K
LVW Advisors, LLC 0.05% Add +75.4% 484 $548K
Transcend Capital Advisors, LLC 0.04% Reduce -18.7% 484 $548K
Essex Financial Services, Inc. 0.03% Reduce -17.8% 482 $546K
Personal Cfo Solutions, LLC 0.08% Add +17.0% 482 $546K
Financial Partners Group, Inc 0.06% Add +0.2% 480 $544K
Clifford Swan Investment Counsel LLC 0.02% Reduce -29.7% 479 $543K
Capital Asset Advisory Services LLC 0.02% Reduce -9.5% 476 $539K
Mitchell McLeod Pugh & Williams Inc. 0.07% Reduce -9.5% 475 $538K
Certuity, LLC 0.03% Reduce -2.9% 475 $538K
Richards, Merrill & Peterson, Inc. 0.17% Add +2.2% 473 $536K
Clear Creek Financial Management, LLC 0.03% New 473 $536K
First National Trust Co 0.02% Reduce -0.6% 472 $535K
Terra Nova Asset Management LLC 0.33% No change 470 $532K
Tennessee Valley Asset Management Partners 0.06% Add +0.9% 470 $532K
Cape Ann Savings Bank 0.25% No change 465 $527K
WASHINGTON TRUST Co 0.02% Reduce -0.6% 463 $525K
Choate Investment Advisors 0.01% Add +0.9% 459 $520K
Realta Investment Advisors 0.16% Reduce -0.2% 455 $516K
StoneX Group Inc. 0.02% Add +19.5% 454 $515K
Pines Wealth Management, LLC 0.15% Reduce -0.7% 454 $514K
Sandhill Capital Partners LLC 0.04% No change 452 $512K
Portside Wealth Group, LLC 0.06% Add +15.8% 447 $506K
Tred Avon Family Wealth, LLC 0.16% No change 446 $506K
Elmwood Wealth Management, Inc. 0.13% No change 446 $505K
Relyea Zuckerberg Hanson LLC 0.04% Add +4.2% 445 $504K
First County Bank 0.24% Add +1.4% 442 $501K
Versant Capital Management, Inc 0.04% Add +11.7% 440 $498K
Gryphon Financial Partners LLC 0.04% Add +25.4% 439 $498K
Quantum Financial Advisors, LLC 0.05% Add +0.2% 435 $493K
Bright Futures Wealth Management, LLC. 0.32% No change 434 $492K
Kenora Financial, LLC 0.15% No change 434 $492K
Fortem Financial Group, LLC 0.10% Add +1.9% 433 $491K
CX Institutional 0.01% Add +5.4% 431 $489K
EverSource Wealth Advisors, LLC 0.02% Reduce -15.0% 431 $488K
Anchor Investment Management, LLC 0.04% Add +17.5% 429 $486K
Cidel Asset Management Inc. 0.02% Add +2.4% 425 $481K
AXA S.A. 0.52% New 520 $480K
SmartHarvest Portfolios, LLC 0.16% Add +8.7% 424 $480K
Isthmus Partners, LLC 0.05% No change 422 $478K
Murphy Pohlad Asset Management LLC 0.17% No change 420 $476K
Avalon Trust Co 0.03% No change 419 $475K
Opal Wealth Advisors, LLC 0.10% Add +2.7% 418 $474K
Rydar Equities, Inc. 0.27% Add +38.4% 454 $472K
First Eagle Investment Management, LLC 0.00% Add +6833.3% 416 $471K
Claro Advisors Inc. 0.05% Add +0.2% 415 $470K
Capital Advisors, Ltd. LLC 0.05% No change 415 $470K
Focus Financial Network, Inc. 0.01% Reduce -3.7% 414 $469K
Bridgefront Capital, LLC 0.12% New 414 $469K
Camden National Bank 0.06% Reduce -4.0% 411 $466K
Tobam 0.11% Add +286.8% 410 $464K
Castlefield Investment Partners LLP 0.31% Add +74.4% 408 $462K
Accent Capital Management, LLC 0.20% No change 408 $462K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% No change 408 $462K
Legato Capital Management LLC 0.04% Reduce -27.3% 408 $462K
Howard Capital Management, LLC 0.01% New 408 $462K
Accelerate Investment Advisors LLC 0.26% Reduce -1.9% 407 $461K
Avior Wealth Management, LLC 0.01% Add +4.9% 406 $460K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% Add +16.7% 405 $459K
Atala Financial Inc 0.28% No change 403 $457K
Brave Asset Management Inc. 0.10% No change 403 $457K
Supplemental Annuity Collective Trust of NJ 0.12% Reduce -6.7% 402 $455K
DeDora Capital, Inc. 0.10% Add +2.0% 402 $455K
Kraft, Davis & Associates, LLC 0.10% No change 425 $455K
Quotient Wealth Partners, LLC 0.01% Add +2.3% 399 $452K
NORTHSTAR ASSET MANAGEMENT Co 0.08% Add +43.6% 395 $451K
Ascent Wealth Partners, LLC 0.05% No change 398 $451K
Red Door Wealth Management, LLC 0.04% Reduce -0.8% 398 $450K
Oakworth Capital, Inc. 0.02% Reduce -20.8% 399 $450K
CWA Asset Management Group, LLC 0.01% Add +16.5% 388 $440K
Ascent Group, LLC 0.01% Reduce -2.0% 387 $438K
Greenspring Advisors, LLC 0.02% Add +5.2% 384 $435K
Kera Capital Partners, Inc. 0.04% Reduce -17.1% 384 $435K
Wilson & Boucher Capital Management, LLC 0.25% Reduce -5.0% 383 $434K
One Capital Management, LLC 0.01% No change 592 $431K
Calton & Associates, Inc. 0.06% Reduce -53.4% 380 $431K
Cascade Investment Group, Inc. 0.24% Reduce -1.3% 380 $430K
Bouchey Financial Group, Ltd. 0.03% Add +4.4% 379 $429K
Leigh Baldwin & Co., LLC 0.23% Reduce -10.4% 378 $428K
Xcelsior Advisor Partners LLC 0.06% New 377 $427K
Matters Capital LLC 0.30% No change 377 $427K
Resurgent Financial Advisors LLC 0.12% New 377 $427K
Hills Bank & Trust Co 0.02% No change 377 $427K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.3% 376 $426K
Hazlett, Burt & Watson, Inc. 0.11% Reduce -19.3% 376 $426K
Allen Capital Group, LLC 0.03% Add +0.3% 376 $426K
Baader Bank Aktiengesellschaft 0.03% Reduce -31.3% 376 $426K
Cannon Wealth Management Services, LLC 0.23% Add +3.3% 374 $424K
Bell Bank 0.02% Add +0.3% 372 $421K
Generali Asset Management SPA SGR 0.01% Reduce -9.3% 372 $421K
TCI Wealth Advisors, Inc. 0.02% No change 371 $420K
Five Oceans Advisors 0.13% Reduce -0.3% 370 $419K
Penserra Capital Management LLC 0.00% Add +2.5% 370 $418K
180 Wealth Advisors, LLC 0.04% Reduce -0.5% 366 $415K
Marion Wealth Management 0.08% Add +6.1% 366 $415K
Wellington Shields Capital Management, LLC 0.05% No change 365 $414K
Kingswood Wealth Advisors, LLC 0.02% Add +17.4% 364 $412K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -2.1% 364 $412K
Perennial Investment Advisors, LLC 0.03% Add +1.7% 363 $411K
Eagle Strategies LLC 0.04% Reduce -3.5% 363 $411K
Grandview Asset Management LLC 0.10% Add +0.8% 361 $409K
Pure Financial Advisors, LLC 0.01% New 360 $408K
Collaborative Fund Advisors, LLC 0.24% New 358 $406K
L2 Asset Management, LLC 0.04% Add +5.3% 357 $404K
Simplicity Wealth,LLC 0.01% Add +19.9% 356 $403K
Regent Peak Wealth Advisors LLC 0.07% Reduce -5.6% 356 $403K
Capital Investment Advisors, LLC 0.01% Add +6.0% 355 $403K
Uhlmann Price Securities, LLC 0.01% Add +14.5% 355 $402K
Wesbanco Bank Inc. 0.01% Reduce -23.7% 355 $402K
Whalen Wealth Management Inc. 0.18% New 355 $402K
Fox Hill Wealth Management 0.16% No change 355 $402K
AXS Investments LLC 0.11% No change 350 $397K
Evolve Private Wealth, LLC 0.02% Reduce -50.2% 349 $396K
Campion Asset Management 0.24% Add +0.9% 348 $394K
Proficio Capital Partners LLC 0.01% New 347 $393K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +24.0% 346 $392K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -80.9% 345 $391K
Mechanics Bank Trust Department 0.05% Reduce -6.0% 345 $391K
Cornerstone Wealth Group, LLC 0.02% Reduce -51.8% 344 $390K
Xxi Wealth, LLC 0.18% No change 341 $386K
Apella Capital, LLC 0.01% Add +7.7% 362 $383K
Commonwealth Financial Services, LLC 0.05% No change 335 $379K
Quent Capital, LLC 0.02% Add +7.4% 334 $379K
Wealth Alliance, LLC 0.03% Reduce -5.9% 334 $379K
Robinson Smith Wealth Advisors LLC 0.23% New 334 $378K
OneAscent Family Office, LLC 0.19% Add +17.2% 334 $378K
NBH Bank 0.16% — 334 $378K
BCS Private Wealth Management, Inc. 0.11% No change 334 $378K
Commerzbank Aktiengesellschaft 0.01% Reduce -41.3% 333 $377K
Promethium Advisors,llc 0.18% No change 332 $376K
LBMC Investment Advisors, LLC 0.02% Add +1.9% 331 $375K
Center For Asset Management LLC 0.17% No change 330 $374K
Johnson Investment Counsel Inc. 0.00% Reduce -10.1% 328 $372K
Old Port Advisors 0.07% Add +3.1% 327 $371K
Karani Asset Management LLC 0.27% New 326 $369K
Northstar Financial Companies, Inc. 0.25% No change 325 $368K
Cascades Capital Asset Management, LLC 0.14% No change 325 $368K
Shelton Capital Management 0.01% Reduce -30.9% 325 $368K
NCM Capital Management, LLC 0.11% No change 324 $367K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +66.5% 323 $366K
Laurel Oak Wealth Management, LLC 0.05% Reduce -2.4% 322 $365K
Sax Wealth Advisors, LLC 0.01% New 500 $364K
SBI Securities Co., Ltd. 0.01% Add +1.3% 321 $364K
Legacy Financial Advisors, Inc. 0.04% Add +2.9% 320 $362K
Wexford Capital LP 0.05% New 319 $361K
Osmosis Investment Management UK Ltd 0.02% Reduce -1.9% 319 $361K
Root Financial Partners, LLC 0.01% Add +112.7% 319 $361K
Ameritas Advisory Services, LLC 0.01% New 318 $360K
ABN AMRO Bank N.V. 0.00% New 318 $360K
Blue Capital, Inc. 0.23% New 316 $358K
Drive Wealth Management, LLC 0.06% Add +3.0% 314 $356K
Founders Financial Alliance, LLC 0.05% Add +1.0% 313 $355K
Moneco Advisors, LLC 0.02% New 312 $353K
Colonial River Investments, LLC 0.10% Reduce -28.1% 310 $351K
Colonial Trust Co / SC 0.04% No change 310 $351K
Adamsbrown Wealth Consultants LLC 0.07% No change 309 $350K
Fort Washington Investment Advisors Inc. 0.00% No change 307 $348K
Werba Rubin Papier Wealth Management 0.04% Reduce -7.3% 305 $346K
Kestra Investment Management, LLC 0.01% New 305 $346K
Vilga Financial Planning LLC 0.26% New 304 $344K
Anchyra Partners LLC 0.08% Add +0.7% 303 $343K
Modern Wealth Management, LLC 0.00% Add +5.2% 301 $341K
Professional Advisory Services Inc. 0.04% New 300 $340K
55 North Private Wealth, LLC 0.07% Reduce -2.0% 300 $340K
Cannon Global Investment Management, LLC 1.02% New 300 $340K
First Dallas Securities Inc. 0.11% No change 300 $340K
Lake Street Private Wealth, LLC 0.04% Add +1.4% 300 $340K
Aureus Asset Management, LLC 0.02% No change 300 $340K
Machina Capital S.A.S. 0.05% New 298 $338K
Lantern Wealth Advisors, LLC 0.15% No change 294 $333K
Zions Bancorporation, National Association 0.02% Add +1.4% 294 $333K
Mayflower Financial Advisors, LLC 0.03% Reduce -3.6% 292 $331K
St Germain D J Co. Inc. 0.01% No change 291 $330K
Neville Rodie & Shaw Inc. 0.02% New 290 $329K
Forbes J M & Co. LLP 0.03% No change 290 $329K
Conning Inc. 0.01% Reduce -2.4% 290 $329K
Capital Analysts, LLC 0.01% Reduce -1.0% 289 $327K
Acadian Asset Management LLC 0.00% No change 289 $327K
Tactive Advisors, LLC 0.08% No change 288 $326K
Prelude Capital Management, LLC 0.02% New 288 $326K
Moody National Bank Trust Division 0.03% Reduce -3.1% 284 $322K
Arbor Trust Wealth Advisors, LLC 0.13% Reduce -31.2% 282 $319K
Courier Capital LLC 0.02% No change 282 $319K
Fragasso Financial Advisors Inc 0.02% Add +2.2% 281 $318K
Partners in Financial Planning 0.05% No change 280 $317K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -14.6% 280 $317K
United Community Bank 0.10% Reduce -5.1% 278 $315K
BIP Wealth, LLC 0.01% New 278 $315K
BSW Wealth Partners 0.03% Reduce -5.5% 277 $314K
Aviso Financial Inc. 0.01% Reduce -2.5% 276 $313K
White Pine Capital LLC 0.07% No change 276 $312K
Mogy Joel R Investment Counsel Inc. 0.02% New 272 $309K
NBT Bank, N.A. 0.02% No change 272 $308K
Chicago Capital, LLC 0.01% New 272 $308K
Intesa Sanpaolo S.p.A. 0.01% New 271 $307K
Gleason Group, Inc. 0.03% No change 270 $306K
Riverbend Wealth Management, LLC 0.16% Reduce -2.2% 269 $305K
Summit Wealth Group LLC / Co. 0.03% New 268 $303K
Perpetual Ltd 0.00% Reduce -26.0% 265 $300K
Generali Investments, Management Co LLC 0.07% Add +70.3% 264 $299K
Coppell Advisory Solutions LLC 0.02% New 507 $298K
KCM Investment Advisors LLC 0.01% New 263 $298K
Buckhead Capital Management LLC 0.10% Reduce -7.1% 262 $297K
Catalyst Financial Partners LLC 0.03% New 261 $296K
Brevan Howard Capital Management LP 0.00% Reduce -91.2% 260 $295K
Davis R M Inc. 0.00% New 259 $294K
Diversified Management Inc. 0.06% New 259 $294K
Warwick Investment Management, Inc. 0.03% New 259 $293K
Bank of Nova Scotia Trust Co. 0.02% New 258 $292K
Plancorp, LLC 0.01% Reduce -3.3% 268 $291K
Oslo Pensjonsforsikring AS 0.03% Reduce -40.6% 256 $290K
Asset One Wealth Management LLC 0.03% Reduce -20.9% 276 $289K
Triad Wealth Partners, LLC 0.02% New 259 $289K
Windsor Capital Management, LLC 0.08% New 255 $289K
PGIM Custom Harvest LLC 0.00% New 254 $288K
Investor's Fiduciary Advisor Network, LLC 0.10% New 254 $287K
Leeward Financial Partners, LLC 0.08% New 253 $287K
GSG Advisors LLC 0.06% New 252 $286K
First Nebraska Trust Co 0.02% New 252 $285K
DUTCH ASSET Corp 0.14% New 250 $284K
Retirement Planning Co of New England, Inc. 0.10% New 250 $283K
Keating Investment Counselors Inc. 0.08% New 250 $283K
Bond & Devick Financial Network, Inc. 0.07% New 250 $283K
Miramontes Capital, LLC 0.09% New 248 $281K
Alta Advisers Ltd 0.06% New 248 $281K
Angeles Wealth Management, LLC 0.01% New 248 $281K
Groupe la Francaise 0.00% Reduce -3.1% 248 $281K
MorganRosel Wealth Management, LLC 0.09% Reduce -17.7% 247 $280K
Prosperity Consulting Group, LLC 0.01% New 247 $280K
Cetera Trust Company, N.A 0.14% No change 246 $279K
WealthPlan Investment Management, LLC 0.01% New 246 $278K
Ironwood Investment Counsel, LLC 0.04% New 245 $278K
Alpha Family Trust 0.11% New 245 $278K
Frank, Rimerman Advisors LLC 0.02% New 245 $278K
Capstone Financial Advisors, Inc. 0.01% New 244 $276K
Cary Street Partners Investment Advisory LLC 0.06% Add +12.0% 242 $274K
Soltis Investment Advisors LLC 0.02% New 241 $273K
Clark & Stuart, Inc 0.17% New 240 $272K
Manchester Capital Management LLC 0.04% Reduce -13.1% 239 $271K
Ellevest, Inc. 0.03% New 239 $271K
Iams Wealth Management, LLC 0.08% New 238 $270K
Ewa, LLC 0.05% New 238 $269K
Performance Wealth Partners, LLC 0.01% New 238 $269K
E Fund Management Co., Ltd. 0.01% New 237 $268K
Wilmington Savings Fund Society, FSB 0.01% Add +1.3% 236 $267K
Brucke Financial, Inc. 0.12% New 235 $266K
West Family Investments, Inc. 0.08% New 234 $265K
Avidian Wealth Enterprises, LLC 0.01% New 233 $264K
GeoWealth Management, LLC 0.01% New 233 $264K
Oak Asset Management, LLC 0.08% Reduce -37.4% 233 $264K
Cloud Capital Management, LLC 0.10% New 233 $263K
Signature Equity Partners, LLC 0.12% Reduce -30.4% 231 $262K
Clare Market Investments LLC 0.05% New 231 $261K
Orgel Wealth Management, LLC 0.00% New 230 $261K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 229 $259K
Insight Inv LLC 0.12% New 228 $258K
Highview Capital Management LLC 0.07% New 228 $258K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 227 $257K
Prestige Wealth Management Group LLC 0.05% Add +0.4% 226 $256K
First Citizens Financial Corp 0.11% New 226 $256K
Signet Investment Advisory Group, Inc. 0.11% New 225 $255K
LiftPoint Family Wealth Advisors LLC 0.17% New 225 $255K
Middleton & Co. Inc. 0.03% Reduce -40.0% 225 $255K
Cerro Pacific Wealth Advisors LLC 0.06% New 225 $255K
Aljian Capital Management, LLC 0.05% New 223 $253K
Tanager Wealth Management LLP 0.02% New 223 $253K
Elyxium Wealth, LLC 0.03% New 222 $252K
AIMZ Investment Advisors, LLC 0.07% New 222 $252K
Abacus Wealth Partners, LLC 0.03% Reduce -46.3% 222 $252K
Summitry LLC 0.01% New 222 $252K
Legacy Financial Group, Inc. 0.06% New 220 $249K
Sound Income Strategies, LLC 0.01% Add +4.8% 219 $248K
Jacobsen Capital Management 0.07% New 218 $247K
Legacy Wealth Advisors, LLC 0.11% New 217 $246K
Cromwell Holdings LLC 0.11% Add +3.8% 217 $246K
D.B. Root & Company, LLC 0.05% New 217 $246K
Diversified Portfolios, Inc. 0.02% New 217 $246K
Symphony Financial, Ltd. Co. 0.03% New 217 $246K
Park Capital Management, LLC / WI 0.14% New 217 $245K
Creative Financial Designs Inc. 0.01% Add +23.4% 216 $245K
Human Investing LLC 0.03% New 216 $245K
Crews Bank & Trust 0.03% No change 216 $245K
Warburton Capital Management, LLC 0.10% New 215 $243K
Francis Financial, Inc. 0.04% New 214 $242K
OneAscent Investment Solutions LLC 0.23% New 214 $242K
Integrated Investment Consultants, LLC 0.05% New 213 $241K
Madrona Financial Services, LLC 0.04% New 213 $241K
Global Wealth Management Investment Advisory, Inc. 0.03% New 213 $241K
Marex Group Ltd 0.00% Reduce -83.2% 213 $241K
TRB Wealth Management, LLC 0.03% New 212 $240K
J. Derek Lewis & Associates Inc. 0.05% New 211 $239K
Avantax Planning Partners, Inc. 0.01% New 210 $238K
Joseph P. Lucia & Associates, LLC 0.07% New 209 $237K
Greenline Wealth Management LLC 0.20% New 209 $237K
Embree Financial Group 0.02% New 208 $236K
Clark Capital Management Group, Inc. 0.00% New 207 $235K
GTS Securities LLC 0.00% Reduce -51.4% 207 $235K
ERn Financial, LLC 0.04% New 206 $233K
Provenance Wealth Advisors, LLC 0.02% No change 206 $233K
Defiance ETFs, LLC 0.00% New 209 $232K
Helium Advisors LLC 0.19% New 204 $232K
Belleair Asset Management, LLC 0.19% New 204 $231K
Meadowbrook Wealth Management, LLC 0.25% New 207 $230K
Investment Research Partners LLC 0.08% New 202 $229K
Cambridge Financial Group, LLC 0.07% New 202 $229K
Keating Financial Advisory Services, Inc. 0.03% Add +11.0% 202 $229K
Traveka Wealth, LLC 0.08% New 202 $228K
Baker Tilly Wealth Management, LLC 0.05% New 201 $227K
Cohen & Steers, Inc. 0.00% No change 200 $227K
Heffernan Advisory, Inc. 0.19% New 200 $227K
Jackson Square Capital, LLC 0.03% New 200 $227K
Marks Group Wealth Management, Inc 0.02% New 200 $227K
Smith, Moore & Co. 0.01% New 200 $227K
Joel Isaacson & Co., LLC 0.01% New 199 $225K
Ifrah Financial Services, Inc. 0.05% New 199 $225K
Fortune Financial Advisors, LLC 0.10% New 198 $225K
XML Financial, LLC 0.02% New 197 $223K
Cambient Family Office, LLC 0.03% New 197 $223K
Asset Allocation & Management Company, LLC 0.07% Reduce -53.8% 196 $222K
Eagle Wealth Advisors LLC 0.17% New 195 $221K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +10.2% 195 $221K
Canopy Partners, LLC 0.07% New 194 $220K
Well Done, LLC 0.03% New 194 $220K
May Hill Capital, LLC 0.05% New 193 $219K
XY Planning Network, Inc. 0.03% New 193 $219K
Strategic Blueprint, LLC 0.01% New 192 $218K
Avail Investment Partners, LLC 0.17% New 192 $218K
Income Insurance Ltd 0.13% New 191 $216K
Phillips Financial Management, LLC 0.02% New 191 $216K
Financial Futures Ltd Liability Co. 0.08% New 190 $215K
Hickory Point Bank & Trust 0.13% No change 189 $214K
Sunflower Bank, N.A. 0.05% New 189 $214K
Beacon Financial Group 0.02% New 189 $214K
Second Half Financial Partners, LLC 0.09% New 188 $213K
Pallas Capital Advisors LLC 0.01% New 188 $213K
Intelligence Driven Advisers, LLC 0.03% New 187 $212K
Baron Wealth Management LLC 0.05% New 186 $211K
OneAscent Financial Services LLC 0.01% New 186 $211K
1900 Wealth Management LLC 0.01% New 184 $209K
Interchange Capital Partners, LLC 0.04% New 182 $206K
Mutual Advisors, LLC 0.00% Reduce -88.5% 180 $204K
Fell Capital Management 0.17% New 180 $204K
New Hampshire Trust 0.04% New 180 $204K
Centiva Capital, LP 0.01% New 180 $204K
Nova Wealth Management, Inc. 0.11% Reduce -10.9% 180 $204K
McAdam, LLC 0.01% New 179 $203K
Centaurus Financial, Inc. 0.01% No change 178 $202K
Oppenheimer Asset Management Inc. 0.00% New 178 $202K
Sweeney & Michel, LLC 0.05% New 173 $201K
Victory Financial Group, LLC 0.02% New 177 $201K
KFA Private Wealth Group, LLC 0.05% New 176 $200K
Fiduciary Financial Advisors 0.02% New 177 $199K
Northwest & Ethical Investments L.P. 0.00% New 177 $199K
YANKCOM Partnership 0.07% Add +3.7% 168 $190K
CYBER HORNET ETFs LLC 0.11% Reduce -3.5% 168 $190K
Compagnie Lombard Odier SCmA 0.00% No change 168 $190K
Cassaday & Co Wealth Management LLC 0.00% Reduce -2.9% 166 $188K
Asset Dedication, LLC 0.01% Add +6.5% 164 $186K
Kelleher Financial Advisors 0.03% Add +103.8% 163 $185K
Golden State Wealth Management, LLC 0.02% No change 161 $182K
Bayforest Capital Ltd 0.17% Reduce -51.5% 158 $179K
Quarry LP 0.03% Reduce -33.5% 157 $178K
Knuff & Co LLC 0.04% New 150 $170K
Transamerica Financial Advisors, LLC 0.01% Add +19.2% 149 $169K
Burkett Financial Services, LLC 0.05% Add +0.7% 144 $163K
Owl Creek Wealth Partners LLC 0.05% Add +33.6% 143 $162K
Physician Wealth Advisors, Inc. 0.02% Add +12.8% 141 $160K
High Note Wealth, LLC 0.03% Reduce -1.4% 141 $160K
Thompson Investment Management, Inc. 0.02% No change 140 $159K
Westpac Banking Corp. 0.01% Reduce -46.4% 140 $159K
Princeton Global Asset Management LLC 0.02% Add +0.7% 136 $154K
Axiom Investment Management LLC 0.10% Reduce -6.5% 130 $147K
Graticule Asia Macro Advisors LLC 0.01% New 127 $144K
Munich Reinsurance Co Stock Corp in Munich 0.00% New 127 $144K
PFS Partners, LLC 0.06% Add +0.8% 126 $142K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 125 $142K
Retirement Wealth Solutions LLC 0.08% Add +0.8% 122 $138K
Pinnacle Bancorp, Inc. 0.04% No change 119 $135K
Continuum Advisory, LLC 0.01% Reduce -94.8% 119 $135K
Capula Management Ltd 0.00% Reduce -89.4% 116 $131K
Ancora Advisors LLC 0.00% Reduce -45.5% 115 $131K
Westfuller Advisors, LLC 0.05% No change 114 $129K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +24.4% 112 $127K
JFS Wealth Advisors, LLC 0.01% No change 112 $127K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.9% 112 $127K
Swisher Financial Concepts, Inc. 0.08% Reduce -84.6% 112 $127K
Ogorek Anthony Joseph /NY/ 0.03% No change 108 $123K
Deseret Mutual Benefit Administrators 0.04% Reduce -8.5% 108 $122K
Bravera Wealth 0.05% No change 107 $121K
Johnson Financial Group, Inc. 0.00% No change 106 $120K
Chilton Capital Management LLC 0.00% No change 103 $117K
Disciplina Capital Management LLC 0.01% No change 101 $115K
First Command Advisory Services, Inc. 0.00% Add +288.0% 97 $110K
Ares Systematic Credit Ltd 0.21% New 90 $102K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 89 $101K
Trust Co. of Vermont 0.00% — 88 $100K
Bangor Savings Bank 0.01% No change 86 $97K
StrongBox Wealth, LLC 0.03% New 84 $95K
Leonteq Securities AG 0.01% Reduce -81.5% 84 $95K
LRI Investments, LLC 0.01% Add +575.0% 81 $92K
Arlington Trust Co LLC 0.01% New 80 $91K
Webster Bank, N. A. 0.01% No change 79 $89K
Knott David M Jr 0.05% No change 78 $88K
Hilltop National Bank 0.02% Reduce -29.7% 78 $88K
General Partner, Inc. 0.05% No change 77 $87K
Wellington Shields & Co., LLC 0.02% No change 77 $87K
CoreCap Advisors, LLC 0.00% Add +16.9% 76 $86K
Bartlett & Co. Wealth Management LLC 0.00% Add +4.1% 76 $86K
Wellington-Altus USA Inc. 0.06% No change 115 $84K
NFSG Corp 0.01% No change 73 $83K
McGuire Capital Advisors Inc. 0.05% Add +4.3% 73 $83K
JPL Wealth Management, LLC 0.02% Add +2.9% 71 $80K
DHJJ Financial Advisors, Ltd. 0.02% No change 70 $79K
Twin Lakes Capital Management, LLC 0.03% No change 68 $78K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.24% Reduce -73.1% 68 $77K
Silver Grove Financial Group, Inc. 0.04% Add +70.0% 68 $77K
SJS Investment Consulting Inc. 0.01% Add +1.5% 67 $76K
Grove Bank & Trust 0.01% No change 64 $73K
Hilton Head Capital Partners, LLC 0.04% Reduce -33.0% 63 $71K
Toth Financial Advisory Corp. 0.01% New 62 $70K
Chesapeake Asset Management LLC 0.05% Add +96.8% 61 $69K
Strive Financial Group ,LLC 0.03% No change 60 $68K
Private Wealth Management Group, LLC 0.02% No change 58 $66K
Crewe Advisors LLC 0.00% New 58 $66K
HHM Wealth Advisors, LLC 0.01% No change 57 $65K
Frazier Financial Advisors, LLC 0.03% No change 56 $63K
Ares Financial Consulting, LLC 0.04% No change 52 $59K
Fourth Dimension Wealth, LLC 0.02% Add +23.8% 52 $59K
Rialto Wealth Management, LLC 0.01% Add +15.9% 51 $58K
Fortitude Family Office, LLC 0.01% Reduce -15.0% 51 $58K
HM Payson & Co. 0.00% No change 50 $57K
Regatta Research & Money Management 0.05% — 49 $56K
Trust Co. of Toledo NA 0.00% No change 49 $56K
Davis Capital Management 0.03% No change 48 $54K
Axxion S.A. 0.00% — 47 $53K
Atlantic Union Bankshares Corp 0.00% Reduce -6.0% 47 $53K
Hanson & Doremus Investment Management 0.01% No change 47 $53K
Prosperity Bancshares Inc 0.03% Add +58.6% 46 $52K
Sarver Vrooman Wealth Advisors 0.03% Reduce -4.2% 46 $51K
Cullen/Frost Bankers, Inc. 0.00% Add +2.3% 45 $51K
Palladiem, LLC 0.05% Reduce -42.3% 45 $51K
Murphy & Mullick Capital Management Corp 0.03% No change 42 $48K
IFG Advisory, LLC 0.00% New 40 $45K
Foster Dykema Cabot & Partners, LLC 0.00% No change 39 $44K
GW&K Investment Management, LLC 0.00% Reduce -9.3% 39 $44K
KERR FINANCIAL PLANNING Corp 0.05% No change 38 $42K
Your Advocates Ltd., LLP 0.01% No change 37 $42K
Torren Management, LLC 0.02% No change 36 $41K
Clark Wealth Partners 0.02% No change 35 $40K
Bell Investment Advisors, Inc 0.01% Add +2.9% 35 $40K
MV Capital Management, Inc. 0.00% Add +2.9% 35 $40K
Aventura Private Wealth, LLC 0.01% Add +6.1% 35 $40K
Napier Financial, LLC 0.01% No change 33 $37K
Bruce G. Allen Investments, LLC 0.02% Add +26.9% 33 $37K
Kemnay Advisory Services Inc. 0.00% Add +106.3% 33 $37K
Cedar Mountain Advisors, LLC 0.01% No change 31 $35K
Boreal Capital Management LLC 0.03% No change 30 $34K
Center for Financial Planning, Inc. 0.00% No change 30 $34K
Anchor Bay Capital, Inc. 0.02% — 30 $34K
Covestor Ltd 0.02% Add +33.3% 28 $33K
Canton Hathaway, LLC 0.01% No change 29 $33K
Rossby Financial, LCC 0.01% Reduce -3.5% 28 $32K
Fairscale Capital, LLC 0.02% No change 27 $31K
Steigerwald, Gordon & Koch Inc. 0.00% No change 27 $31K
Private Wealth Asset Management, LLC 0.00% Add +58.8% 27 $31K
MidFirst Bank 0.00% Add +12.5% 27 $31K
Horizon Financial Services, LLC 0.01% Add +62.5% 26 $29K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -21.2% 26 $29K
Dogwood Wealth Management LLC 0.01% Add +33.3% 24 $27K
Elequin Capital, LP 0.00% New 24 $27K
Hurley Capital, LLC 0.01% No change 24 $27K
Security National Bank 0.00% Add +27.8% 23 $26K
Avion Wealth 0.00% Add +15.0% 23 $26K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 22 $25K
Wilkerson Advisory Group LLC 0.01% Add +46.7% 22 $25K
Raffa Wealth Management, LLC 0.00% Add +4.8% 22 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 21 $24K
Alpine Bank Wealth Management 0.00% New 21 $24K
Lodestone Wealth Management LLC 0.01% No change 20 $23K
Nvest Wealth Strategies, Inc. 0.01% No change 20 $23K
Lloyd Advisory Services, LLC. 0.01% Add +150.0% 20 $23K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +122.2% 20 $23K
Essential Partners LLC 0.01% Add +46.1% 19 $22K
FWL Investment Management, LLC 0.00% Reduce -99.8% 19 $22K
AdvisorNet Financial, Inc 0.00% Reduce -5.0% 19 $22K
Cornerstone Financial Management LLC 0.02% Add +80.0% 18 $20K
Wedbush Fund Advisers, LLC 0.00% New 18 $20K
SHP Wealth Management 0.00% Add +157.1% 18 $20K
Tsfg, LLC 0.00% No change 18 $20K
Salomon & Ludwin, LLC 0.00% Add +325.0% 17 $19K
Highline Wealth Partners LLC 0.00% Add +14.3% 16 $18K
Synergy Investment Management, LLC 0.00% Add +1600.0% 17 $18K
Cornerstone Planning Group LLC 0.00% Reduce -5.6% 17 $18K
Roble, Belko & Company, Inc 0.00% No change 15 $17K
WPG Advisers, LLC 0.01% Add +15.4% 15 $17K
Bay Harbor Wealth Management, LLC 0.00% Add +66.7% 15 $17K
Bare Financial Services, Inc 0.00% Add +114.3% 15 $17K
Joseph Group Capital Management 0.00% Add +36.4% 15 $17K
Financial Gravity Companies, Inc. 0.00% — 15 $17K
Blue Bell Private Wealth Management, LLC 0.00% No change 15 $17K
Kilter Group LLC 0.01% No change 14 $16K
True Wealth Design, LLC 0.00% Reduce -36.4% 14 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $16K
JNBA Financial Advisors 0.00% No change 14 $16K
Millstone Evans Group, LLC 0.01% Add +16.7% 14 $16K
Summit Securities Group LLC 0.00% Add +40.0% 14 $16K
Operose Advisors LLC 0.00% Reduce -77.8% 14 $16K
Bogart Wealth, LLC 0.00% Add +100.0% 14 $16K
Optiver Holding B.V. 0.00% Reduce -87.5% 14 $16K
Creative Capital Management Investments LLC 0.00% New 13 $15K
Evelyn Partners Group Ltd 0.00% — 13 $15K
Rakuten Securities, Inc. 0.00% No change 12 $14K
Clearstead Trust, LLC 0.00% No change 12 $14K
SouthState Bank Corp 0.00% Add +20.0% 12 $14K
Global X Japan Co., Ltd. 0.00% No change 12 $14K
Strengthening Families & Communities, LLC 0.00% Add +10.0% 11 $13K
Quest 10 Wealth Builders, Inc. 0.01% No change 11 $12K
Stone House Investment Management, LLC 0.00% No change 11 $12K
Vanguard National Trust Co 0.00% Add +175.0% 11 $12K
Premier Fund Managers Ltd 0.00% New 11 $12K
Costello Asset Management, INC 0.00% Add +25.0% 10 $11K
Tidemark, LLC 0.00% No change 10 $11K
Financial Management Professionals, Inc. 0.00% No change 10 $11K
Motco 0.00% Add +11.1% 10 $11K
TFC Financial Management, Inc. 0.00% Add +12.5% 9 $10K
Beaird Harris Wealth Management, LLC 0.00% No change 9 $10K
Key Capital Management, INC 0.01% No change 9 $10K
Downshift Financial, LLC 0.00% New 9 $10K
Truvestments Capital LLC 0.00% No change 9 $10K
Cheviot Value Management, LLC 0.00% No change 9 $10K
Abound Wealth Management 0.00% Reduce -50.0% 9 $10K
Dunhill Financial, LLC 0.00% No change 8 $9K
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $9K
Park Place Capital Corp 0.00% No change 8 $9K
Valued Wealth Advisors LLC 0.00% Add +16.7% 7 $8K
Quaker Wealth Management, LLC 0.00% No change 7 $8K
Southern Michigan Bank & Trust 0.00% No change 7 $8K
Hughes Financial Services, LLC 0.00% Add +133.3% 7 $8K
Buck Wealth Strategies, LLC 0.00% New 7 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 7 $8K
Caitlin John, LLC 0.00% No change 6 $7K
Aspect Partners, LLC 0.00% Reduce -25.0% 6 $7K
Elevated Capital Advisors, LLC 0.00% No change 6 $7K
Independence Bank of Kentucky 0.00% No change 6 $7K
BOK Financial Private Wealth, Inc. 0.00% Reduce -50.0% 5 $6K
Burk Holdings LLC 0.00% No change 5 $6K
Fairway Wealth LLC 0.00% New 5 $6K
J.Safra Asset Management Corp 0.00% No change 5 $6K
Washington Trust Advisors, Inc. 0.00% Reduce -20.0% 4 $5K
N.E.W. Advisory Services LLC 0.00% New 4 $5K
1015 Capital Partners, LLC 0.00% No change 4 $5K
Lummis Asset Management, LP 0.00% Add +33.3% 4 $5K
Byrne Asset Management LLC 0.00% No change 4 $5K
SWAN Capital LLC 0.00% No change 4 $5K
WealthCollab, LLC 0.00% No change 4 $5K
Wealth Enhancement Trust Services, Inc. 0.00% Add +300.0% 4 $5K
Bfsg, LLC 0.00% No change 4 $5K
Armstrong Advisory Group, Inc. 0.00% Reduce -63.6% 4 $5K
North Star Investment Management Corp. 0.00% Reduce -60.0% 4 $5K
RMG Wealth Management LLC 0.00% Reduce -60.0% 4 $5K
DecisionPoint Financial, LLC 0.00% Add +100.0% 4 $4K
Principia Wealth Advisory, LLC 0.00% No change 3 $3K
Addison Advisors LLC 0.00% No change 3 $3K
Barrett & Company, Inc. 0.00% No change 3 $3K
Kingdom Financial Group LLC. 0.00% Reduce -62.5% 3 $3K
Nvwm, LLC 0.00% Reduce -25.0% 3 $3K
Trifecta Capital Advisors, LLC 0.00% New 3 $3K
Ascentis Independent Advisors 0.01% Reduce -99.6% 3 $3K
Allied Private Wealth LLC 0.00% — 3 $3K
Navigoe, LLC 0.00% New 3 $3K
Spectrum Wealth Advisory Group, LLC 0.00% New 2 $2K
Seneschal Advisors, LLC 0.00% No change 2 $2K
Planning Strategies Inc. 0.00% — 2 $2K
Solstein Capital, LLC 0.00% No change 2 $2K
American Capital Advisory, LLC 0.00% No change 2 $2K
Elevation Wealth Partners, LLC 0.00% Add +100.0% 2 $2K
Persistent Asset Partners Ltd 0.00% New 2 $2K
Marquette Asset Management, LLC 0.00% No change 2 $2K
American National Bank & Trust 0.00% New 2 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 3 $2K
Banque Cantonale Vaudoise 0.00% Reduce -63.1% 1,683 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 1 $1K
Atlantic Private Wealth, LLC 0.00% No change 1 $1K
PayPay Securities Corp 0.03% Reduce -50.0% 1 $1K
Benson Wealth Management INC 0.00% No change 1 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 1 $1K
Investors Portfolio Services LLC 0.00% No change 1 $1K
Phillip James Consulting Co. 0.00% New 1 $1K
Copia Wealth Management 0.00% New 1 $1K
Richardson Financial Services Inc. 0.00% No change 1 $1K
Tounjian Advisory Partners, LLC 0.00% New 1 $1K
West Branch Capital LLC 0.00% No change 1 $1K
Morton Brown Family Wealth, LLC 0.00% New 1 $1K
Cape Investment Advisory, Inc. 0.00% New 1 $1K
Activest Wealth Management 0.00% Reduce -97.8% 1 $1K
Valley National Advisers Inc. 0.00% New 1 $1K
Pin Oak Investment Advisors Inc. 0.00% New 1 $1K
CKW Financial Group 0.00% New 1 $1K
PEAK6 LLC 0.00% No change 1 $933
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $760

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