US Foods HoldingUSFD

13F holders, Q4 2025 (December 31)
649holders +2
80new positions
89sold out
7famous investors
$75.34avg. 13F price*

At the end of Q4 2025, 649 institutions reported holding US Foods Holding Corp. (USFD) in their 13F filings, up 2 from Q3 2025. 80 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.5B) and Boston Partners ($1.2B). 7 famous investors held it, including Daniel Sundheim (3.0% of D1 Capital Partners's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
US Foods Holding Corp.
CUSIP
912008109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 440Q1 2024Q2 2024: 452Q2 2024Q3 2024: 505Q3 2024Q4 2024: 584Q4 2024Q1 2025: 596Q1 2025Q2 2025: 636Q2 2025Q3 2025: 647Q3 2025Q4 2025: 649Q4 2025Q1 2026: 679Q1 2026Q2 2026: 672Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions80$341.6M
Exits89$396.2M

All 13F filers, Q3 2025 → Q4 2025: 20,673,688 shares bought and 17,618,577 shares sold, net +3,055,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 649 holders

Vanguard Group Inc. 0.02% Reduce -2.2% 21,875,536 $1.6B
BlackRock, Inc. 0.03% Reduce -1.2% 20,005,628 $1.5B
Boston Partners 1.27% Add +0.5% 16,203,880 $1.2B
FMR LLC 0.06% Reduce -6.1% 14,420,041 $1.1B
Wellington Management Group LLP 0.18% Add +7.0% 13,780,526 $1.0B
Capital World Investors 0.13% Add +10.3% 12,862,100 $968.8M
Invesco Ltd. 0.06% Reduce -0.2% 8,146,973 $613.6M
State Street Corp. 0.02% Reduce -1.4% 6,819,419 $513.6M
Victory Capital Management Inc. 0.21% Reduce -6.0% 4,816,327 $362.8M
Massachusetts Financial Services Co. 0.11% Reduce -21.4% 4,494,292 $338.5M
D1 Capital Partners 3.01% Add +27.4% 4,283,474 $322.6M
T. Rowe Price Associates Inc. 0.03% Add +412.9% 4,165,611 $313.8M
Geode Capital Management, LLC 0.02% Reduce -0.0% 4,071,084 $306.7M
Primecap Management Co. 0.22% Add +3.1% 3,911,610 $294.6M
Dimensional Fund Advisors LP 0.06% Reduce -6.9% 3,642,852 $274.4M
Artisan Partners Limited Partnership 0.36% Add +4.8% 3,127,601 $235.6M
Morgan Stanley 0.01% Reduce -2.5% 3,023,049 $227.7M
Bessemer Group Inc. 0.33% Reduce -8.2% 2,875,177 $216.6M
Bank of Montreal 0.09% Add +8056.1% 2,866,721 $215.9M
Norges Bank 0.02% — 2,560,390 $192.8M
JPMorgan Chase & Co. 0.01% Add +0.6% 2,346,671 $176.8M
AQR Capital Management 0.09% Add +0.2% 2,165,347 $163.1M
Northern Trust Corp. 0.02% Reduce -4.8% 1,861,849 $140.2M
Clarkston Capital Partners, LLC 3.07% Reduce -7.0% 1,763,116 $132.8M
Pertento Partners LLP 13.88% Add +17.8% 1,677,420 $126.3M
Charles Schwab Investment Management Inc. 0.02% Add +1.0% 1,664,839 $125.4M
Arrowstreet Capital, Limited Partnership 0.07% Add +4.4% 1,592,326 $119.9M
Deutsche Bank AG 0.04% Add +29.5% 1,529,562 $115.2M
Qube Research & Technologies Ltd 0.16% Reduce -24.0% 1,524,302 $114.8M
Ameriprise Financial Inc. 0.03% Reduce -13.6% 1,511,721 $113.9M
Panagora Asset Management Inc. 0.40% Add +25.8% 1,496,933 $112.7M
Bank of New York Mellon Corp 0.02% Reduce -13.6% 1,413,270 $106.4M
Goldman Sachs Group Inc. 0.01% Add +30.4% 1,316,889 $99.2M
Silvercrest Asset Management Group LLC 0.66% Reduce -6.7% 1,271,222 $95.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +17.8% 1,199,667 $90.4M
Atalan Capital Partners, LP 6.38% Reduce -28.9% 1,190,000 $89.6M
UBS Group AG 0.02% Reduce -4.9% 1,174,860 $88.5M
Glenview Capital Management, LLC 1.83% Add +6.8% 1,137,763 $85.7M
CI Investments Inc. 0.38% Reduce -48.2% 1,135,644 $85.5M
Neuberger Berman Group LLC 0.06% Add +3.7% 1,078,681 $81.2M
Bank of America Corp. 0.01% Reduce -3.9% 1,007,785 $75.9M
Interval Partners, LP 1.74% New 988,605 $74.5M
Voloridge Investment Management, LLC 0.26% Add +27.3% 985,312 $74.2M
Steadfast Capital Management LP 1.27% Add +21.6% 964,900 $72.7M
Scopus Asset Management, L.P. 1.95% New 930,000 $70.0M
Brown Advisory Inc. 0.09% Add +24117.4% 850,030 $64.0M
Alliancebernstein L.P. 0.02% Add +154.1% 813,270 $61.3M
Parnassus Investments, LLC 0.16% Reduce -7.8% 808,109 $60.9M
Raymond James Financial Inc. 0.02% Reduce -2.6% 768,857 $58.0M
Pacer Advisors, Inc. 0.15% Add +2127.2% 766,147 $57.7M
Tensile Capital Management LP 7.45% No change 764,042 $57.5M
Commerce Bank 0.32% Add +0.4% 763,928 $57.5M
Jupiter Asset Management Ltd. 0.42% Add +6.8% 696,651 $52.5M
Manufacturers Life Insurance Company, The 0.04% Add +1.8% 689,740 $52.0M
Man Group plc 0.09% Reduce -16.4% 648,422 $48.8M
Ensign Peak Advisors, Inc 0.08% Reduce -21.6% 623,845 $47.0M
Sei Investments Co. 0.04% Add +6.6% 604,882 $45.6M
T. Rowe Price Investment Management, Inc. 0.03% Add +165.5% 586,988 $44.2M
Rhumbline Advisers 0.04% Reduce -4.2% 586,162 $44.1M
Quantinno Capital Management LP 0.09% Add +28.4% 569,864 $42.9M
Chescapmanager LLC 6.94% Reduce -3.5% 558,457 $42.1M
Nuveen, LLC 0.01% Reduce -8.3% 514,489 $38.8M
CIBC Private Wealth Group LLC 0.06% Reduce -5.9% 496,186 $37.4M
Millennium Management 0.03% Reduce -0.6% 492,650 $37.1M
Principal Financial Group Inc. 0.02% Reduce -4.2% 479,471 $36.1M
Retirement Systems of Alabama 0.11% Reduce -1.0% 462,254 $34.8M
Pictet Asset Management Holding SA 0.03% Reduce -2.9% 458,720 $34.6M
Polar Capital Holdings Plc 0.16% Add +17.9% 458,296 $34.5M
Sessa Capital IM, L.P. 0.67% Reduce -43.0% 445,592 $33.6M
Swiss National Bank 0.02% Reduce -1.0% 443,955 $33.4M
Cookson Peirce & Co. Inc. 1.38% Reduce -1.1% 443,640 $33.4M
California Public Employees Retirement System 0.02% Reduce -3.2% 429,878 $32.4M
Gotham Asset Management 0.12% Add +11.0% 418,714 $31.5M
Citigroup Inc. 0.02% Reduce -42.1% 418,109 $31.5M
Prudential Financial Inc. 0.04% Add +15.8% 400,875 $30.4M
Renaissance Technologies 0.05% Reduce -19.0% 396,200 $29.8M
Osterweis Capital Management Inc. 1.69% New 391,536 $29.5M
Wells Fargo & Company 0.01% Reduce -0.6% 386,298 $29.1M
Legal & General Group Plc 0.01% Reduce -20.7% 386,076 $29.1M
Alyeska Investment Group, L.P. 0.08% New 362,287 $27.3M
Nomura Asset Management International Inc. 0.04% — 343,143 $25.8M
Clearbridge Investments, LLC 0.02% Reduce -8.4% 339,696 $25.6M
Public Employees Retirement Association of Colorado 0.09% Reduce -29.4% 337,769 $25.4M
Davidson Kempner Capital Management LP 0.49% Reduce -57.0% 316,262 $23.8M
Premier Fund Managers Ltd 1.37% New 313,700 $23.8M
Artemis Investment Management LLP 0.27% Reduce -13.4% 299,725 $22.6M
B. Metzler seel. Sohn & Co. AG 0.19% Add +882.7% 285,015 $21.5M
Unisphere Establishment 0.15% Add +11.3% 275,000 $20.7M
South Street Advisors LLC 2.89% Reduce -7.3% 273,545 $20.6M
Danske Bank A/S 0.05% Reduce -8.8% 268,926 $20.3M
American Century Companies Inc. 0.01% Reduce -8.4% 256,670 $19.3M
Trexquant Investment LP 0.17% Reduce -1.8% 249,282 $18.8M
Bridgewater Associates 0.07% Reduce -1.2% 240,482 $18.1M
Clearfield Capital Management LP 9.45% Reduce -7.9% 232,200 $17.5M
Impax Asset Management Group plc 0.11% Add +9.5% 230,000 $17.3M
OP Asset Management Ltd 0.20% Add +81.8% 225,670 $17.0M
Makena Capital Management LLC 2.02% Reduce -11.6% 223,384 $16.8M
Russell Investments Group, Ltd. 0.02% Add +62.8% 222,307 $16.7M
Distillate Capital Partners LLC 0.83% New 213,495 $16.1M
California State Teachers Retirement System 0.02% Reduce -2.4% 213,402 $16.1M
Factory Mutual Insurance Co. 0.16% Reduce -0.5% 206,850 $15.6M
Voya Investment Management LLC 0.02% Add +3.8% 206,781 $15.6M
Barclays PLC 0.01% Reduce -32.9% 205,553 $15.5M
Hook Mill Capital Partners, LP 1.44% Reduce -27.1% 202,539 $15.3M
Vident Advisory, LLC 0.14% Add +2381.7% 200,569 $15.1M
Intech Investment Management LLC 0.13% New 199,987 $15.1M
Community Trust & Investment Co. 0.77% Reduce -15.7% 192,704 $14.5M
Westwood Holdings Group Inc. 0.12% Add +1.6% 190,434 $14.3M
STRS Ohio 0.05% Reduce -0.1% 186,373 $14.0M
State Board of Administration of Florida Retirement System 0.02% Reduce -11.6% 184,540 $13.9M
Envestnet Asset Management Inc. 0.00% Reduce -13.4% 182,104 $13.7M
First Trust Advisors LP 0.01% Add +9.3% 180,714 $13.6M
Assenagon Asset Management S.A. 0.02% Add +204.7% 180,277 $13.6M
Royal Bank of Canada 0.00% Reduce -69.3% 171,081 $12.9M
Parkwood LLC 1.05% New 164,766 $12.4M
CANADA LIFE ASSURANCE Co 0.02% Add +1.8% 158,077 $11.9M
New York State Teachers Retirement System 0.02% Reduce -4.0% 157,985 $11.9M
Illinois Municipal Retirement Fund 0.15% Add +9.2% 154,841 $11.7M
Loomis Sayles & Co. L P 0.01% Add +35.3% 148,018 $11.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +264.7% 146,203 $11.0M
State of Wisconsin Investment Board 0.02% Reduce -5.5% 143,342 $10.8M
Avalon Trust Co 0.70% Add +0.9% 142,931 $10.8M
Public Employees Retirement System of Ohio 0.03% Reduce -3.0% 141,054 $10.6M
Brant Point Investment Management LLC 2.53% Add +0.5% 138,798 $10.5M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +603.1% 138,520 $10.4M
Segall Bryant & Hamill, LLC 0.14% Add +0.9% 133,579 $10.1M
Curi Capital, LLC 0.17% Reduce -0.6% 130,871 $9.9M
Focus Partners Wealth 0.01% Add +21.6% 127,910 $9.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -19.5% 121,992 $9.2M
New York State Common Retirement Fund 0.01% Reduce -1.2% 119,068 $9.0M
Natixis Advisors, LLC 0.01% Add +49.2% 116,002 $8.7M
MetLife Investment Management, LLC 0.04% Reduce -5.9% 108,958 $8.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +47.6% 107,928 $8.1M
Cozad Asset Management Inc. 0.63% Add +8.3% 107,822 $8.1M
Great Lakes Advisors, LLC 0.06% Reduce -30.9% 103,063 $7.8M
Contravisory Investment Management, Inc. 1.53% Reduce -2.6% 102,707 $7.7M
LPL Financial LLC 0.00% Add +4.0% 102,115 $7.7M
Amalgamated Bank 0.05% Reduce -4.5% 100,340 $7.6M
Moran Wealth Management, LLC 0.23% Reduce -3.7% 99,393 $7.5M
Janus Henderson Group PLC 0.00% Reduce -0.3% 99,381 $7.5M
O'shaughnessy Asset Management, LLC 0.04% Add +27.4% 98,625 $7.4M
Two Sigma Advisers, LP 0.01% Add +66.1% 98,500 $7.4M
Schonfeld Strategic Advisors LLC 0.04% Add +210.0% 97,693 $7.4M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -5.8% 95,837 $7.2M
State of Tennessee, Department of Treasury 0.02% Reduce -9.4% 85,600 $7.2M
Treasurer of the State of North Carolina 0.02% Reduce -9.0% 93,979 $7.1M
Mutual of America Capital Management LLC 0.07% Reduce -10.8% 92,782 $7.0M
Allspring Global Investments Holdings, LLC 0.01% New 93,506 $7.0M
Hudson Bay Capital Management LP 0.04% New 89,137 $6.7M
Woodbridge Co Ltd 0.02% New 87,233 $6.6M
Allianz Asset Management GmbH 0.01% Reduce -7.6% 85,802 $6.5M
Franklin Resources Inc. 0.00% Reduce -0.6% 85,233 $6.4M
Kingdon Capital Management, L.L.C. 0.98% New 85,000 $6.4M
WINTON GROUP Ltd 0.22% New 84,180 $6.3M
Tradewinds, LLC. 1.48% Add +6.3% 82,238 $6.2M
Comerica Bank 0.02% Reduce -4.0% 81,186 $6.1M
Yousif Capital Management, LLC 0.07% Reduce -3.2% 72,552 $6.1M
SG Americas Securities, LLC 0.01% Add +105.3% 79,069 $6.0M
Capital Fund Management S.A. 0.05% Reduce -26.1% 76,653 $5.8M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +22.6% 75,003 $5.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +228.2% 73,637 $5.5M
State of New Jersey Common Pension Fund D 0.02% Reduce -5.1% 72,555 $5.5M
SaddleRock Capital Management LLC 5.36% — 70,992 $5.3M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -4.8% 69,593 $5.2M
Ararat Capital Management LP 2.54% Add +10.8% 68,440 $5.2M
Fifth Third Wealth Advisors LLC 0.18% Reduce -16.4% 66,876 $5.0M
Corient Private Wealth LP 0.01% Add +8.3% 66,587 $5.0M
Strategic Global Advisors, LLC 0.77% New 66,200 $5.0M
XTX Topco Ltd 0.13% Add +17.6% 64,896 $4.9M
Nordea Investment Management AB 0.00% New 64,031 $4.8M
Nomura Asset Management Co. Ltd. 0.01% Add +0.0% 63,622 $4.8M
Arizona State Retirement System 0.03% Reduce -8.0% 62,970 $4.7M
Verdence Capital Advisors LLC 0.28% Add +2.4% 62,197 $4.7M
State of Alaska, Department of Revenue 0.05% Reduce -3.8% 62,147 $4.7M
Louisiana State Employees Retirement System 0.08% Reduce -1.6% 61,700 $4.6M
Handelsbanken Fonder AB 0.01% Reduce -13.4% 59,941 $4.5M
Nissay Asset Management Corp. /Japan 0.02% Reduce -72.1% 59,744 $4.5M
Teacher Retirement System of Texas 0.02% Reduce -28.8% 59,109 $4.5M
Oliver Luxxe Assets LLC 0.65% Add +6.8% 56,664 $4.3M
Cwm, LLC 0.01% Reduce -8.2% 56,253 $4.2M
University of Texas/Texas Am Investment Management Co. 0.60% New 56,043 $4.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -3.5% 55,789 $4.2M
Ethic Inc. 0.06% Add +4.6% 55,639 $4.2M
KLP Kapitalforvaltning As 0.02% Add +1.5% 55,000 $4.1M
Janney Montgomery Scott LLC 0.01% Add +9.2% 54,102 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -20.0% 54,061 $4.1M
State of Michigan Retirement System 0.02% Reduce -1.7% 52,700 $4.0M
Boothbay Fund Management, LLC 0.11% Reduce -31.9% 52,643 $4.0M
Algert Global LLC 0.06% Reduce -38.2% 51,573 $3.9M
Argent Capital Management LLC 0.11% Reduce -1.2% 50,894 $3.8M
Dean Investment Associates, LLC 0.55% Add +2.3% 50,856 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Add +5.3% 50,050 $3.8M
Kestra Advisory Services, LLC 0.02% Add +4.5% 50,048 $3.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.6% 49,880 $3.8M
Savoir Faire Capital Management, L.P. 1.75% Reduce -48.6% 49,042 $3.7M
Dynasty Wealth Management, LLC 0.04% Add +13.8% 48,393 $3.6M
New Mexico Educational Retirement Board 0.11% No change 47,436 $3.6M
Captrust Financial Advisors 0.01% Add +49.9% 46,620 $3.5M
Oregon Public Employees Retirement Fund 0.04% Reduce -2.1% 44,360 $3.3M
Elo Mutual Pension Insurance Co 0.05% Reduce -13.0% 44,321 $3.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -15.0% 42,651 $3.3M
First American Bank 0.20% Add +3.1% 43,409 $3.3M
Two Sigma Investments, LP 0.01% New 42,247 $3.2M
Ontario Teachers Pension Plan Board 0.07% Add +18.3% 41,554 $3.1M
CenterBook Partners LP 0.15% New 41,303 $3.1M
Harvest Investment Services, LLC 0.58% Reduce -1.6% 41,157 $3.1M
Ameritas Investment Partners, Inc. 0.09% Reduce -3.2% 40,858 $3.1M
Worldquant Millennium Advisors LLC 0.01% Add +1347.2% 40,072 $3.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -19.7% 39,109 $2.9M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +239.3% 38,924 $2.9M
Utah Retirement Systems 0.03% Reduce -0.6% 37,655 $2.8M
Amundi 0.00% Reduce -74.4% 37,206 $2.8M
Mercer Global Advisors Inc. 0.00% Add +12.0% 37,198 $2.8M
Federated Hermes, Inc. 0.00% Reduce -6.9% 36,838 $2.8M
Catalyst Capital Advisors LLC 0.06% Reduce -7.4% 35,825 $2.7M
Truist Financial Corp. 0.00% Add +3.5% 35,003 $2.6M
Creative Planning 0.00% Add +6.8% 34,110 $2.6M
Capital International Sarl 0.04% Add +8.4% 33,165 $2.5M
Sirios Capital Management L P 0.31% Reduce -1.5% 32,605 $2.5M
Eurizon Capital SGR S.p.A. 0.01% — 32,227 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.5% 32,157 $2.4M
IHT Wealth Management, LLC 0.06% Reduce -8.3% 31,967 $2.4M
BNP Paribas Financial Markets 0.00% Reduce -90.0% 31,681 $2.4M
Keebeck Wealth Management 0.27% Reduce -1.6% 31,250 $2.4M
Credit Agricole S A 0.01% No change 31,189 $2.3M
Gateway Investment Advisers LLC 0.02% Reduce -54.8% 29,870 $2.2M
South Dakota Investment Council 0.04% Reduce -7.5% 29,809 $2.2M
Avior Wealth Management, LLC 0.07% New 29,000 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -26.8% 28,711 $2.2M
Oak Thistle LLC 0.30% Add +2.2% 28,327 $2.1M
Pathstone Holdings, LLC 0.01% Add +5.1% 28,278 $2.1M
Cerity Partners LLC 0.00% Reduce -25.1% 28,051 $2.1M
Paradigm Asset Management Co. LLC 0.48% Reduce -5.8% 27,700 $2.1M
Atria Investments, Inc 0.02% Reduce -2.8% 27,664 $2.1M
Vestcor Inc 0.06% Reduce -7.8% 27,407 $2.1M
Kennedy Capital Management LLC 0.04% Reduce -41.1% 26,635 $2.0M
Dean Capital Management 0.84% Add +3.2% 26,273 $2.0M
D. E. Shaw & Co. 0.00% Reduce -72.4% 26,270 $2.0M
Sterling Capital Management LLC 0.03% Add +16.4% 25,430 $1.9M
Xponance LLC 0.01% Reduce -13.7% 25,421 $1.9M
Westover Capital Advisors, LLC 0.35% Reduce -12.5% 25,208 $1.9M
Corbyn Investment Management Inc. 0.87% No change 24,613 $1.9M
EP Wealth Advisors, LLC 0.01% — 24,600 $1.9M
Daiwa Securities Group Inc. 0.01% Add +39.6% 24,438 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.5% 24,204 $1.8M
Twinbeech Capital LP 0.12% New 23,300 $1.8M
Cetera Investment Advisers 0.00% Add +0.2% 22,703 $1.7M
TD Asset Management Inc 0.00% Add +17.1% 22,571 $1.7M
Martingale Asset Management L P 0.04% Reduce -5.2% 22,391 $1.7M
Summit Trail Advisors, LLC 0.03% Add +0.4% 22,235 $1.7M
HighTower Advisors, LLC 0.00% Add +7.4% 21,833 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -0.8% 21,293 $1.6M
Merit Financial Group, LLC 0.01% Reduce -0.3% 21,096 $1.6M
M&T Bank Corp 0.01% Add +35.9% 20,987 $1.6M
SkyView Investment Advisors, LLC 0.20% Reduce -0.3% 20,770 $1.6M
NewEdge Wealth, LLC 0.02% Add +4.7% 20,751 $1.6M
Eagle Rock Investment Company, LLC 0.21% No change 19,645 $1.5M
New York Life Investment Management LLC 0.01% Reduce -12.7% 19,613 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 19,244 $1.4M
Advisors Asset Management, Inc. 0.02% Add +1.3% 19,031 $1.4M
Ritholtz Wealth Management 0.03% Add +14.8% 18,877 $1.4M
DAVENPORT & Co LLC 0.01% Reduce -1.9% 18,839 $1.4M
Brooklyn Investment Group 0.07% Add +105.4% 18,469 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +0.7% 18,357 $1.4M
Stance Capital LLC 0.50% Add +7.5% 18,177 $1.4M
HSBC Holdings PLC 0.00% Add +109.2% 18,120 $1.4M
Robeco Institutional Asset Management B.V. 0.00% New 18,058 $1.4M
Hantz Financial Services, Inc. 0.02% Reduce -15.4% 17,932 $1.4M
QRG Capital Management, Inc. 0.01% Add +6.4% 17,727 $1.3M
Callan Family Office, LLC 0.03% Add +397.7% 17,468 $1.3M
CSS LLC 0.22% Add +188.3% 17,362 $1.3M
Mgo One Seven LLC 0.03% Add +2.8% 17,352 $1.3M
Strategic Wealth Partners, Ltd. 0.09% No change 17,288 $1.3M
Mackenzie Financial Corp. 0.00% Add +5.0% 16,763 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -59.6% 16,785 $1.3M
Triangle Securities Wealth Management 0.26% Reduce -1.5% 16,405 $1.2M
Securian Asset Management, Inc. 0.05% Reduce -3.6% 16,247 $1.2M
&partners 0.01% Add +0.0% 16,225 $1.2M
Tidal Investments LLC 0.01% Add +262.8% 16,114 $1.2M
Pallas Capital Advisors LLC 0.04% Reduce -20.4% 16,108 $1.2M
Stifel Financial Corp. 0.00% Reduce -24.3% 15,993 $1.2M
Ieq Capital, LLC 0.00% Reduce -79.8% 15,965 $1.2M
Aurora Investment Counsel 0.63% Reduce -14.7% 15,886 $1.2M
Swiss Life Asset Management Ltd 0.01% Add +45.1% 15,202 $1.1M
Hancock Whitney Corp. 0.02% New 15,052 $1.1M
Bain Capital Public Equity, LP 0.66% New 14,892 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -6.0% 14,847 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -21.6% 14,770 $1.1M
Tema ETFs LLC 0.09% Add +2.0% 14,728 $1.1M
NEOS Investment Management LLC 0.01% Add +2.0% 14,728 $1.1M
MorganRosel Wealth Management, LLC 0.28% Reduce -3.2% 14,670 $1.1M
Quadrant Capital Group LLC 0.03% Add +1.6% 14,208 $1.1M
Cornerstone Investment Partners, LLC 0.04% Add +0.1% 14,143 $1.1M
Nilsine Partners, LLC 0.09% Add +6.4% 14,057 $1.1M
Argos Wealth Advisors, LLC 0.28% — 13,968 $1.1M
Sowell Financial Services LLC 0.04% Reduce -2.9% 13,733 $1.0M
SummitTX Capital, L.P. 0.03% New 13,706 $1.0M
Hillsdale Investment Management Inc. 0.03% Add +0.7% 13,640 $1.0M
US Bancorp \de 0.00% Add +2.1% 13,524 $1.0M
Wright Investors Service Inc. 0.30% Reduce -0.3% 13,427 $1.0M
Polymer Capital Management (US) LLC 0.13% Add +198.1% 13,293 $1.0M
Essential Partners LLC 0.31% Reduce -0.8% 13,266 $999K
Edgestream Partners, L.P. 0.03% Reduce -91.7% 13,020 $981K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 12,893 $971K
AlphaQuest LLC 0.05% Reduce -42.0% 12,707 $957K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +50.9% 12,671 $954K
United Asset Strategies, Inc. 0.07% Add +5.1% 12,478 $940K
Wedge Capital Management L L P 0.02% Reduce -15.0% 12,360 $931K
Kesler, Norman & Wride, LLC 0.16% Reduce -2.4% 12,096 $911K
Sanctuary Advisors, LLC 0.00% Reduce -0.0% 11,901 $896K
Fulton Bank, N.A. 0.03% Add +4.0% 11,702 $881K
Tocqueville Asset Management L.P. 0.01% Add +53.2% 11,651 $878K
Los Angeles Capital Management LLC 0.00% Reduce -50.4% 11,926 $874K
Jane Street Group, LLC 0.00% Reduce -97.9% 11,519 $868K
Caxton Associates LLP 0.02% Reduce -68.6% 11,498 $866K
Inceptionr LLC 0.24% Add +97.2% 11,305 $851K
TD Private Client Wealth LLC 0.02% Reduce -10.3% 11,274 $849K
Maryland State Retirement & Pension System 0.02% No change 11,252 $848K
Suncoast Equity Management 0.08% Reduce -4.0% 10,980 $827K
Islay Capital Management, LLC 0.45% Add +40.7% 10,177 $767K
Sequoia Financial Advisors, LLC 0.00% Add +81.2% 10,015 $754K
Twin Capital Management Inc. 0.09% Add +0.0% 9,767 $736K
Strategic Planning, Inc. 0.39% Reduce -3.4% 9,713 $732K
Reliant Investment Partners, LLC 0.57% Reduce -9.1% 9,705 $731K
Aaron Wealth Advisors LLC 0.04% Add +2.8% 9,635 $726K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -18.2% 9,516 $717K
Verition Fund Management LLC 0.00% Reduce -72.4% 9,508 $716K
Kera Capital Partners, Inc. 0.09% Add +51.0% 8,526 $713K
Prospera Financial Services Inc 0.01% Reduce -14.0% 9,452 $712K
State of Wyoming 0.08% Reduce -10.9% 9,443 $711K
AlphaGrep UK Ltd 0.23% — 9,336 $703K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.0% 9,130 $688K
Havemeyer Place LP 0.13% — 9,069 $683K
Asset Management One Co., Ltd. 0.00% Add +781.3% 8,822 $675K
ProShare Advisors LLC 0.00% Reduce -6.7% 8,934 $673K
Fox Run Management, L.L.C. 0.10% Reduce -31.8% 8,920 $672K
Global Retirement Partners, LLC 0.01% Add +54.0% 8,871 $668K
HB Wealth Management, LLC 0.00% Add +3.7% 8,822 $664K
Pinnacle Financial Partners, Inc. 0.01% — 8,794 $662K
Affinity Investment Advisors, LLC 0.44% Add +64.3% 8,771 $661K
PNC Financial Services Group, Inc. 0.00% Add +0.7% 8,734 $658K
Guggenheim Capital LLC 0.00% Reduce -18.4% 8,532 $643K
Schroder Investment Management Group 0.00% Reduce -25.6% 8,373 $636K
Laird Norton Wetherby Trust Company, LLC 0.01% New 8,434 $635K
Rockefeller Capital Management L.P. 0.00% Reduce -37.5% 8,431 $635K
Tower Research Capital LLC (TRC) 0.02% Reduce -6.7% 8,407 $633K
Compound Planning, Inc. 0.02% Add +13.8% 8,176 $616K
Congress Asset Management Co. 0.00% Reduce -56.1% 8,132 $613K
Advisory Services Network, LLC 0.01% Reduce -14.8% 8,092 $609K
North Dakota State Investment Board 0.02% — 8,085 $609K
NFSG Corp 0.09% Reduce -52.4% 8,077 $608K
Evergreen Capital Management LLC 0.01% Reduce -15.1% 8,010 $603K
Shufro Rose & Co. LLC 0.04% No change 7,860 $592K
Stonehage Fleming Financial Services Holdings Ltd 0.02% New 7,856 $592K
Brevan Howard Capital Management LP 0.01% Reduce -92.3% 7,741 $583K
MML Investors Services, LLC 0.00% Reduce -1.7% 7,696 $580K
Waterloo Capital, L.P. 0.04% Add +5.2% 7,633 $575K
Shelton Capital Management 0.01% Reduce -6.8% 7,620 $574K
HMS Capital Management, LLC 0.24% Reduce -0.3% 7,613 $573K
Jones Financial Companies LLLP 0.00% Reduce -1.8% 7,604 $573K
Natixis 0.00% New 7,483 $564K
Tectonic Advisors LLC 0.03% Add +4.5% 7,451 $561K
CENTRAL TRUST Co 0.01% Add +30.9% 7,160 $539K
J.W. Cole Advisors, Inc. 0.01% Reduce -3.5% 7,613 $538K
Chicago Partners Investment Group LLC 0.01% Add +15.5% 6,598 $536K
Orion Porfolio Solutions, LLC 0.00% Add +1.4% 7,108 $535K
EntryPoint Capital, LLC 0.21% New 7,087 $534K
CIBC Asset Management Inc 0.00% Reduce -9.7% 6,939 $523K
Krilogy Financial LLC 0.02% Reduce -12.8% 6,467 $519K
Legacy Capital Group California, Inc. 0.13% Reduce -0.7% 6,887 $519K
Baader Bank Aktiengesellschaft 0.04% New 6,878 $518K
Seeds Investor LLC 0.10% Reduce -6.3% 6,864 $517K
Versant Capital Management, Inc 0.06% Add +20.6% 6,831 $515K
Atlas Capital Advisors Inc. 0.06% — 6,819 $514K
Mount Lucas Management LP 0.23% Reduce -1.8% 6,746 $508K
Private Advisor Group, LLC 0.00% Add +5.9% 6,743 $508K
Inscription Capital, LLC 0.05% Reduce -4.2% 6,742 $508K
Praxis Investment Management Inc. 0.03% No change 6,670 $502K
Sovereign's Capital Management, LLC 0.30% Reduce -32.2% 6,576 $495K
United Capital Financial Advisors, LLC 0.00% Add +137.5% 6,503 $490K
Janney Capital Management LLC 0.03% Add +1.8% 6,450 $486K
Transatlantique Private Wealth LLC 0.15% Reduce -4.4% 6,393 $482K
Vise Technologies, Inc. 0.01% Add +35.7% 6,369 $480K
Savant Capital, LLC 0.00% Add +9.5% 6,354 $479K
Ellevest, Inc. 0.06% Add +11.3% 6,234 $470K
KBC Group NV 0.00% No change 6,024 $454K
Blueshift Asset Management, LLC 0.13% New 5,967 $449K
Wealthspire Advisors, LLC 0.00% Add +126.1% 5,849 $441K
Vontobel Holding Ltd. 0.00% No change 5,837 $440K
Sivia Capital Partners, LLC 0.09% Reduce -14.7% 5,834 $439K
Syon Capital LLC 0.02% Add +26.3% 5,800 $437K
Choreo, LLC 0.01% Add +2.4% 5,707 $433K
Ballentine Partners, LLC 0.01% Reduce -5.2% 5,708 $430K
Forum Financial Management, LP 0.01% No change 5,546 $418K
GAMMA Investing LLC 0.02% Add +3.7% 5,506 $415K
Brown Brothers Harriman & Co. 0.00% Reduce -14.4% 5,499 $414K
Thompson Siegel & Walmsley LLC 0.01% Reduce -28.1% 5,456 $411K
Lazard Asset Management LLC 0.00% Add +0.5% 5,385 $406K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -17.4% 5,361 $404K
Chilton Investment Co. Inc. 0.01% Reduce -0.8% 5,360 $404K
Benjamin Edwards Inc. 0.00% No change 5,350 $403K
Glenmede Trust Co. NA 0.00% — 5,289 $398K
Owlhouse Capital LP 0.43% — 5,200 $392K
Waverly Advisors, LLC 0.00% Add +18.9% 5,145 $388K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -2.0% 5,126 $386K
Walleye Trading LLC 0.01% Reduce -78.0% 4,972 $374K
Camden National Bank 0.05% Reduce -3.0% 4,961 $374K
GLOBALT Investments LLC / GA 0.01% New 4,921 $371K
WealthTrust Axiom LLC 0.09% No change 4,900 $369K
Sagespring Wealth Partners, LLC 0.01% Add +5.1% 4,857 $366K
Resona Asset Management Co.,Ltd. 0.00% New 4,832 $364K
One Wealth Advisors, LLC 0.04% No change 4,787 $361K
Picton Mahoney Asset Management 0.00% New 4,760 $359K
EverSource Wealth Advisors, LLC 0.01% Reduce -10.8% 4,722 $356K
AE Wealth Management LLC 0.00% Add +36.5% 4,699 $354K
Elevation Point Wealth Partners, LLC 0.02% Add +1.3% 4,665 $351K
Thomasville National Bank 0.02% No change 4,619 $348K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -39.9% 4,605 $347K
PDT Partners, LLC 0.02% No change 4,588 $346K
Magnetar Financial LLC 0.00% New 4,585 $345K
Baker Avenue Asset Management, LP 0.01% Add +41.8% 4,543 $342K
Nemes Rush Group LLC 0.03% Add +4.5% 4,541 $342K
Profund Advisors LLC 0.01% Reduce -9.9% 4,525 $341K
Highland Capital Management, LLC 0.02% Reduce -3.4% 4,524 $341K
Moneta Group Investment Advisors LLC 0.00% New 4,448 $335K
Farther Finance Advisors, LLC 0.00% Add +11.6% 4,440 $334K
Journey Strategic Wealth LLC 0.01% Add +42.0% 4,405 $332K
SageView Advisory Group, LLC 0.01% Reduce -2.3% 4,219 $318K
Wellspring Financial Advisors, LLC 0.03% New 4,215 $317K
Composition Wealth, LLC 0.00% Add +1.2% 4,209 $317K
Horizon Investments, LLC 0.00% Reduce -88.2% 4,150 $313K
Exchange Traded Concepts, LLC 0.00% New 4,120 $310K
Certuity, LLC 0.02% Add +27.2% 4,085 $308K
LGT Group Foundation 0.00% Reduce -74.4% 4,013 $305K
Spirepoint Private Client, LLC 0.03% New 4,002 $301K
Dakota Wealth Management 0.01% New 4,002 $301K
Susquehanna International Group, LLP 0.00% Reduce -88.8% 3,999 $301K
Kaufman Rossin Wealth, LLC 0.15% Reduce -0.6% 3,949 $297K
Intrust Bank NA 0.02% Reduce -18.1% 3,928 $296K
Waddell & Associates, LLC 0.02% No change 3,847 $290K
Counterpoint Mutual Funds LLC 0.02% New 3,843 $289K
Wedmont Private Capital 0.01% Add +29.9% 3,823 $288K
Simplex Trading, LLC 0.01% New 3,817 $287K
DNB Asset Management AS 0.00% Reduce -84.4% 3,811 $287K
Cambria Investment Management, L.P. 0.02% Reduce -3.6% 3,798 $286K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.1% 3,767 $284K
Rafferty Asset Management, LLC 0.00% Reduce -3.7% 3,747 $282K
Coldstream Capital Management Inc. 0.00% Reduce -44.8% 3,720 $280K
Abacus Wealth Partners, LLC 0.03% New 3,706 $279K
Lido Advisors, LLC 0.00% Add +1.0% 3,580 $274K
Old National Bancorp 0.00% Add +0.2% 3,605 $272K
TCW Group Inc. 0.00% New 3,601 $271K
Park Avenue Securities LLC 0.00% Add +6.9% 3,554 $268K
Murphy, Middleton, Hinkle & Parker, Inc. 0.13% New 3,331 $267K
UMB Bank, n.a. 0.00% Add +8.4% 3,459 $261K
National Bank of Canada 0.00% Add +122.0% 3,439 $259K
Evoke Wealth, LLC 0.00% Reduce -21.5% 3,368 $254K
Sage Rhino Capital LLC 0.05% Add +0.4% 3,307 $249K
IFP Advisors, Inc 0.01% Reduce -12.0% 3,298 $248K
Crestwood Advisors Group, LLC 0.00% New 3,290 $248K
Birch Financial Group, LLC 0.14% Reduce -1.2% 3,273 $247K
AlphaCore Capital LLC 0.01% New 3,257 $245K
Unique Wealth, LLC 0.03% Reduce -11.0% 3,203 $241K
NDVR, Inc. 0.20% New 3,187 $240K
Optas, LLC 0.04% Add +15.6% 3,185 $240K
Angeles Wealth Management, LLC 0.01% Add +2.9% 3,161 $238K
Arax Advisory Partners 0.01% Reduce -96.0% 3,142 $237K
Cordatus Wealth Management LLC 0.05% Add +0.5% 3,128 $236K
Evolve Private Wealth, LLC 0.01% — 3,011 $227K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.9% 2,975 $226K
Caprock Group, LLC 0.00% Reduce -47.0% 2,980 $225K
Beese Fulmer Investment Management, Inc. 0.01% New 2,976 $224K
GeoWealth Management, LLC 0.01% Add +8.4% 2,964 $223K
Claret Asset Management Corp 0.03% Reduce -0.2% 2,960 $223K
Boston Family Office LLC 0.01% New 2,935 $221K
Parallel Advisors, LLC 0.00% Add +22.9% 2,917 $220K
MidFirst Bank 0.02% — 2,896 $218K
Fifth Third Bancorp 0.00% Add +6.5% 2,847 $214K
HUB Investment Partners, LLC 0.01% New 2,838 $214K
Blair William & Co. 0.00% Reduce -0.1% 2,789 $210K
Prelude Capital Management, LLC 0.02% Reduce -50.3% 2,739 $206K
Bayforest Capital Ltd 0.15% Reduce -69.3% 2,733 $206K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 2,732 $206K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.8% 2,705 $204K
Keybank National Association 0.00% Add +3.0% 2,689 $203K
Wolverine Asset Management LLC 0.01% No change 2,640 $199K
DekaBank Deutsche Girozentrale 0.00% No change 3,389 $191K
Wellington-Altus USA Inc. 0.14% — 2,498 $188K
Globeflex Capital L P 0.03% No change 2,200 $166K
Lanark Financial, Inc. 0.01% Reduce -0.1% 2,044 $154K
Employees Retirement System of Texas 0.00% No change 1,911 $144K
AdvisorShares Investments LLC 0.02% Reduce -3.8% 1,837 $138K
Archer Investment Corp 0.03% Reduce -0.8% 1,835 $138K
FIL Ltd 0.00% Reduce -85.3% 1,725 $130K
Signaturefd, LLC 0.00% Add +22.4% 1,713 $129K
Allworth Financial LP 0.00% Reduce -2.6% 1,665 $125K
Westpac Banking Corp. 0.01% Reduce -1.1% 1,634 $123K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.3% 1,624 $122K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.3% 1,449 $109K
True Wealth Design, LLC 0.03% Reduce -3.8% 1,349 $102K
Quarry LP 0.02% Reduce -44.1% 1,330 $100K
Larson Financial Group LLC 0.00% Add +2.9% 1,313 $99K
Rosenberg Matthew Hamilton 0.02% No change 1,149 $87K
AlphaCentric Advisors LLC 0.08% — 1,044 $79K
Smartleaf Asset Management LLC 0.00% Reduce -2.8% 999 $76K
Carolina Wealth Advisors, LLC 0.03% No change 1,000 $75K
DV Trading LLC 0.01% — 1,000 $75K
Flagship Harbor Advisors, LLC 0.00% New 1,000 $75K
Assetmark, Inc. 0.00% Reduce -8.2% 981 $74K
V-Square Quantitative Management LLC 0.01% New 975 $73K
Ancora Advisors LLC 0.00% No change 940 $71K
Clearstead Advisors, LLC 0.00% Reduce -40.9% 890 $67K
CoreCap Advisors, LLC 0.00% No change 845 $64K
Root Financial Partners, LLC 0.00% Add +22.4% 840 $63K
Blue Trust, Inc. 0.00% Add +1.0% 802 $60K
SJS Investment Consulting Inc. 0.01% Add +3.3% 659 $50K
Harvest Fund Management Co., Ltd 0.00% No change 627 $47K
Quent Capital, LLC 0.00% Add +2.9% 571 $43K
First Horizon Corp. 0.00% No change 511 $38K
MAI Capital Management 0.00% Add +7.9% 493 $37K
Deseret Mutual Benefit Administrators 0.02% No change 485 $37K
Nalls Sherbakoff Group, LLC 0.03% No change 483 $36K
Steph & Co. 0.01% New 450 $34K
Rothschild Investment LLC 0.00% Add +9.9% 410 $31K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 383 $29K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 372 $28K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -71.0% 347 $26K
Measured Wealth Private Client Group, LLC 0.01% No change 335 $25K
Smithfield Trust Co 0.00% No change 333 $25K
Parkside Financial Bank & Trust 0.00% Reduce -3.1% 317 $24K
Pinnacle Bancorp, Inc. 0.01% No change 310 $23K
Anchor Investment Management, LLC 0.00% No change 300 $23K
Elyxium Wealth, LLC 0.01% New 285 $21K
Torren Management, LLC 0.01% — 282 $21K
Clark Wealth Partners 0.01% No change 277 $21K
SBI Securities Co., Ltd. 0.00% No change 266 $20K
Matrix Trust Co 0.00% Add +0.8% 262 $20K
Transamerica Financial Advisors, LLC 0.00% Add +19.4% 258 $19K
Geneos Wealth Management Inc. 0.00% No change 255 $19K
JFS Wealth Advisors, LLC 0.00% Add +33.5% 251 $19K
Armstrong Advisory Group, Inc. 0.00% No change 250 $19K
Harbour Investments, Inc. 0.00% Add +22.9% 236 $18K
Reflection Asset Management 0.01% — 223 $17K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 210 $16K
Bell Investment Advisors, Inc 0.00% Add +92.5% 206 $16K
Clearstead Trust, LLC 0.00% Add +33.8% 206 $16K
Richardson Capital Management LLC 0.01% No change 200 $15K
Covestor Ltd 0.01% Add +11.5% 194 $15K
Creative Financial Designs Inc. 0.00% No change 198 $15K
Millstone Evans Group, LLC 0.01% Reduce -44.0% 192 $14K
Farmers & Merchants Investments Inc. 0.00% No change 190 $14K
LRI Investments, LLC 0.00% No change 185 $14K
Bokf, NA 0.00% New 172 $13K
Retirement Wealth Solutions LLC 0.01% Reduce -15.7% 167 $13K
Cherry Tree Wealth Management, LLC 0.00% New 161 $12K
Keating Financial Advisory Services, Inc. 0.00% — 158 $12K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -34.9% 151 $11K
Fortitude Family Office, LLC 0.00% No change 128 $10K
Steigerwald, Gordon & Koch Inc. 0.00% New 127 $10K
Elevation Wealth Partners, LLC 0.00% Add +137.7% 126 $9K
Basecamp Wealth Advisors LLC 0.00% — 126 $9K
WPG Advisers, LLC 0.01% Reduce -41.0% 115 $9K
Asset Dedication, LLC 0.00% No change 115 $9K
High Note Wealth, LLC 0.00% Reduce -0.9% 110 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 106 $8K
Bogart Wealth, LLC 0.00% Add +23.3% 106 $8K
Addison Advisors LLC 0.00% Add +82.5% 104 $8K
SHP Wealth Management 0.00% — 103 $8K
HighMark Wealth Management LLC 0.00% No change 97 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 97 $7K
Huntington National Bank 0.00% Reduce -27.6% 92 $7K
Marquette Asset Management, LLC 0.00% Add +46.4% 82 $6K
Zions Bancorporation, National Association 0.00% New 82 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 80 $6K
Sound Income Strategies, LLC 0.00% No change 65 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 73 $5K
Rossby Financial, LCC 0.00% Add +114.7% 73 $5K
Bare Financial Services, Inc 0.00% Reduce -48.5% 69 $5K
International Assets Investment Management, LLC 0.00% New 68 $5K
IMA Advisory Services, Inc. 0.00% New 68 $5K
Wilkerson Advisory Group LLC 0.00% — 67 $5K
Capital Advisors, Ltd. LLC 0.00% No change 64 $5K
Private Trust Co. NA 0.00% Reduce -2.9% 66 $5K
Wealth Preservation Advisors, LLC 0.00% No change 62 $5K
American National Bank & Trust 0.00% New 61 $5K
Cetera Trust Company, N.A 0.00% No change 60 $5K
First Command Advisory Services, Inc. 0.00% No change 59 $4K
Elevated Capital Advisors, LLC 0.00% New 58 $4K
Meeder Asset Management Inc. 0.00% Add +1.8% 58 $4K
Harbor Investment Advisory, LLC 0.00% New 52 $4K
ORG Partners LLC 0.00% New 51 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 48 $4K
Provenance Wealth Advisors, LLC 0.00% No change 47 $4K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 46 $3K
Rialto Wealth Management, LLC 0.00% Add +32.4% 45 $3K
Spire Wealth Management 0.00% New 45 $3K
Nova Wealth Management, Inc. 0.00% No change 44 $3K
Wealth Watch Advisors, INC 0.00% No change 44 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 44 $3K
Salomon & Ludwin, LLC 0.00% Add +2000.0% 42 $3K
Cornerstone Financial Management LLC 0.00% — 38 $3K
North Star Investment Management Corp. 0.00% New 33 $2K
Private Wealth Management Group, LLC 0.00% No change 32 $2K
Signature Equity Partners, LLC 0.00% — 32 $2K
Sunbelt Securities, Inc. 0.00% Reduce -67.0% 32 $2K
Cromwell Holdings LLC 0.00% No change 31 $2K
Kilter Group LLC 0.00% Reduce -21.1% 30 $2K
JNBA Financial Advisors 0.00% New 27 $2K
CX Institutional 0.00% Reduce -67.2% 21 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +78.6% 25 $2K
Financial Consulate, Inc. 0.00% No change 25 $2K
Fairman Group, LLC 0.00% New 24 $2K
Golden State Wealth Management, LLC 0.00% No change 24 $2K
N.E.W. Advisory Services LLC 0.00% No change 22 $2K
Aventura Private Wealth, LLC 0.00% No change 21 $2K
SouthState Bank Corp 0.00% No change 21 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -4.8% 20 $2K
Raffa Wealth Management, LLC 0.00% No change 18 $1K
Montag A & Associates Inc. 0.00% Reduce -5.6% 17 $1K
Optima Capital LLC 0.00% New 16 $1K
Triumph Capital Management 0.00% New 16 $1K
HFM Investment Advisors, LLC 0.00% Reduce -6.7% 14 $1K
Avion Wealth 0.00% Add +133.3% 14 $1K
1015 Capital Partners, LLC 0.00% — 13 $979
Sachetta, LLC 0.00% No change 12 $904
Eastern Bank 0.00% New 11 $829
Darwin Wealth Management, LLC 0.00% New 11 $828
Wolff Wiese Magana LLC 0.00% No change 10 $754
Stone House Investment Management, LLC 0.00% New 10 $753
Key Financial Inc 0.00% No change 10 $753
Hughes Financial Services, LLC 0.00% Add +25.0% 10 $753
Leonteq Securities AG 0.00% Reduce -85.7% 10 $753
Toth Financial Advisory Corp. 0.00% New 9 $678
Turning Point Benefit Group, Inc. 0.00% No change 8 $602
Physician Wealth Advisors, Inc. 0.00% Reduce -56.3% 7 $528
Rakuten Securities, Inc. 0.00% Add +16.7% 7 $527
CVA Family Office, LLC 0.00% New 7 $527
Seneschal Advisors, LLC 0.00% Add +20.0% 6 $452
Quaker Wealth Management, LLC 0.00% No change 6 $452
Highline Wealth Partners LLC 0.00% No change 6 $452
Cullen/Frost Bankers, Inc. 0.00% New 6 $452
Dunhill Financial, LLC 0.00% Reduce -16.7% 5 $366
Cornerstone Planning Group LLC 0.00% Reduce -96.2% 3 $251
American Capital Advisory, LLC 0.00% Reduce -60.0% 2 $151
Manchester Capital Management LLC 0.00% New 2 $151
West Branch Capital LLC 0.00% No change 2 $151
TFC Financial Management, Inc. 0.00% No change 1 $76
Davis Capital Management 0.00% Reduce -75.0% 1 $75
Summit Securities Group LLC 0.00% New 1 $75

"% of holder's portfolio" is USFD's weight in each manager's 13F, not the share of US Foods Holding Corp. the manager owns.