US Foods HoldingUSFD

13F holders, Q1 2026 (March 31)
679holders +30
101new positions
73sold out
8famous investors
$92.00avg. 13F price*

At the end of Q1 2026, 679 institutions reported holding US Foods Holding Corp. (USFD) in their 13F filings, up 30 from Q4 2025. 101 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($1.9B), Boston Partners ($1.5B) and Wellington Management Group LLP ($1.5B). 8 famous investors held it, including Daniel Sundheim (3.5% of D1 Capital Partners's portfolio), Stephen Mandel (2.8% of Lone Pine Capital's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions101$857.3M
Exits73$335.8M

All 13F filers, Q4 2025 → Q1 2026: 31,165,730 shares bought and 27,766,479 shares sold, net +3,399,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 679 holders

BlackRock, Inc. 0.03% Add +2.1% 20,435,274 $1.9B
Boston Partners 1.58% Add +1.2% 16,394,437 $1.5B
Wellington Management Group LLP 0.27% Add +14.3% 15,750,520 $1.5B
FMR LLC 0.07% Reduce -4.5% 13,777,725 $1.3B
Vanguard Portfolio Management LLC 0.05% — 10,201,715 $940.7M
Vanguard Capital Management LLC 0.02% — 9,900,914 $913.0M
Capital World Investors 0.10% Reduce -39.5% 7,775,099 $716.9M
State Street Corp. 0.02% Add +0.8% 6,876,558 $634.1M
Invesco Ltd. 0.06% Reduce -24.9% 6,115,480 $563.9M
Victory Capital Management Inc. 0.36% Add +26.2% 6,077,846 $560.4M
T. Rowe Price Investment Management, Inc. 0.36% Add +866.6% 5,673,743 $523.2M
Geode Capital Management, LLC 0.03% Add +29.4% 5,268,834 $485.9M
T. Rowe Price Associates Inc. 0.05% Add +6.7% 4,445,075 $409.9M
D1 Capital Partners 3.52% No change 4,283,474 $395.0M
Primecap Management Co. 0.29% Add +0.9% 3,946,310 $363.9M
Massachusetts Financial Services Co. 0.12% Reduce -14.7% 3,833,008 $358.2M
Lone Pine Capital 2.79% New 3,795,998 $350.0M
Dimensional Fund Advisors LP 0.07% Reduce -6.0% 3,422,893 $315.6M
Morgan Stanley 0.02% Add +9.5% 3,310,350 $305.2M
Artisan Partners Limited Partnership 0.45% Reduce -3.4% 3,020,204 $278.5M
Bessemer Group Inc. 0.42% Add +1.8% 2,926,696 $269.9M
Bank of Montreal 0.10% Reduce -5.4% 2,711,676 $250.0M
Alliancebernstein L.P. 0.06% Add +226.3% 2,653,736 $199.9M
JPMorgan Chase & Co. 0.01% Reduce -8.2% 2,155,327 $196.0M
Ameriprise Financial Inc. 0.04% Add +34.6% 2,035,223 $187.7M
UBS Group AG 0.03% Add +69.7% 1,993,669 $183.8M
Northern Trust Corp. 0.02% Add +1.4% 1,888,589 $174.1M
Capital International Investors 0.04% New 1,862,651 $171.8M
Pertento Partners LLP 18.14% Add +10.5% 1,853,508 $170.9M
Charles Schwab Investment Management Inc. 0.02% Add +2.6% 1,708,108 $157.5M
AQR Capital Management 0.07% Reduce -20.6% 1,720,107 $156.7M
Avantyr Capital Partners, LP 7.09% New 1,600,864 $147.6M
Bank of America Corp. 0.01% Add +50.9% 1,520,296 $140.2M
Bank of New York Mellon Corp 0.02% Add +2.5% 1,449,124 $133.6M
Deutsche Bank AG 0.04% Reduce -9.8% 1,380,492 $127.3M
Vanguard Fiduciary Trust Co. 0.03% — 1,368,203 $126.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +9713.4% 1,243,456 $114.7M
Franklin Resources Inc. 0.03% Add +1357.1% 1,241,918 $114.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +3.0% 1,235,340 $113.9M
Silvercrest Asset Management Group LLC 0.82% Reduce -3.0% 1,232,776 $113.7M
Neuberger Berman Group LLC 0.08% Add +10.9% 1,195,795 $110.3M
Goldman Sachs Group Inc. 0.01% Reduce -18.4% 1,074,599 $99.1M
Atalan Capital Partners, LP 8.93% Reduce -11.7% 1,051,000 $96.9M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -35.8% 1,022,853 $94.3M
Brown Advisory Inc. 0.14% Add +7.6% 914,483 $84.3M
Raymond James Financial Inc. 0.02% Add +6.1% 815,898 $75.1M
Parnassus Investments, LLC 0.22% Add +0.3% 810,095 $74.7M
Commerce Bank 0.34% Reduce -0.3% 761,815 $70.2M
Manufacturers Life Insurance Company, The 0.06% Add +1.9% 703,048 $64.8M
D. E. Shaw & Co. 0.05% Add +2498.1% 682,529 $62.9M
Quantinno Capital Management LP 0.10% Add +15.8% 660,043 $60.9M
Polar Capital Holdings Plc 0.26% Add +42.3% 652,180 $60.1M
CI Investments Inc. 0.28% Reduce -44.8% 626,553 $57.8M
Rhumbline Advisers 0.05% Add +0.9% 591,745 $54.6M
Tensile Capital Management LP 7.14% Reduce -29.2% 541,042 $49.9M
Chescapmanager LLC 7.78% Reduce -5.4% 528,457 $48.7M
Qube Research & Technologies Ltd 0.07% Reduce -66.3% 512,978 $47.3M
Sei Investments Co. 0.04% Reduce -16.8% 503,394 $46.4M
Schroder Investment Management Group 0.04% Add +5936.4% 505,430 $46.0M
Nuveen, LLC 0.01% Reduce -3.3% 497,774 $45.9M
Principal Financial Group Inc. 0.02% Add +2.7% 492,288 $45.4M
Gotham Asset Management 0.13% Add +12.1% 469,254 $43.3M
Retirement Systems of Alabama 0.14% Add +0.6% 465,062 $42.9M
CIBC Bancorp USA Inc. 0.06% — 462,316 $42.6M
Jane Street Group, LLC 0.05% Add +3824.3% 452,046 $41.7M
Pictet Asset Management Holding SA 0.04% Reduce -2.1% 449,060 $41.4M
Swiss National Bank 0.02% Reduce -0.7% 441,055 $40.7M
Cookson Peirce & Co. Inc. 1.69% Reduce -2.3% 433,445 $40.0M
Millennium Management 0.03% Reduce -13.0% 428,577 $39.5M
Jupiter Asset Management Ltd. 0.20% Reduce -40.9% 411,909 $38.0M
California Public Employees Retirement System 0.02% Reduce -5.0% 408,212 $37.6M
Argent Capital Management LLC 1.18% Add +698.4% 406,326 $37.5M
Montanova Capital, LLC 0.99% New 395,970 $36.5M
Wells Fargo & Company 0.01% Add +1.7% 392,902 $36.2M
Caisse de depot et placement du Quebec 0.06% New 389,112 $35.9M
Barclays PLC 0.01% Add +89.0% 388,528 $35.8M
Glenview Capital Management, LLC 0.96% Reduce -66.3% 384,007 $35.4M
Osterweis Capital Management Inc. 2.02% Reduce -9.6% 354,083 $32.6M
Unisphere Establishment 0.27% Add +28.4% 353,000 $32.6M
Legal & General Group Plc 0.01% Reduce -11.6% 341,184 $31.5M
Public Employees Retirement Association of Colorado 0.12% No change 337,769 $31.1M
Clearbridge Investments, LLC 0.03% Reduce -0.8% 336,957 $31.1M
Janus Henderson Group PLC 0.01% Add +233.1% 331,032 $30.5M
TD Asset Management Inc 0.02% Add +1328.2% 322,359 $29.7M
B. Metzler seel. Sohn & Co. AG 0.26% Add +5.9% 301,904 $27.8M
Premier Fund Managers Ltd 1.95% Reduce -3.6% 302,241 $27.5M
Nomura Asset Management International Inc. 0.05% Reduce -13.7% 296,248 $27.3M
Artemis Investment Management LLP 0.28% Reduce -2.8% 291,204 $26.9M
Clarkston Capital Partners, LLC 2.04% Reduce -83.6% 289,575 $26.7M
Danske Bank A/S 0.06% Add +0.4% 270,013 $24.9M
South Street Advisors LLC 3.60% Reduce -1.5% 269,490 $24.8M
California State Teachers Retirement System 0.03% Add +22.3% 260,909 $24.1M
Ensign Peak Advisors, Inc 0.04% Reduce -61.3% 241,189 $22.2M
Envestnet Asset Management Inc. 0.01% Add +32.4% 241,142 $22.2M
Avalon Trust Co 1.51% Add +66.0% 237,290 $21.9M
Vident Advisory, LLC 0.18% Add +16.1% 232,774 $21.5M
Clearfield Capital Management LP 11.75% No change 232,200 $21.4M
OP Asset Management Ltd 0.21% Add +2.3% 230,752 $21.3M
Driehaus Capital Management LLC 0.14% New 210,608 $19.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 201,080 $18.5M
Citigroup Inc. 0.01% Reduce -51.9% 200,975 $18.5M
Alyeska Investment Group, L.P. 0.05% Reduce -45.4% 197,980 $18.3M
Community Trust & Investment Co. 0.98% Add +1.7% 196,010 $18.1M
Loomis Sayles & Co. L P 0.02% Add +27.5% 188,683 $17.4M
American Century Companies Inc. 0.01% Reduce -26.8% 187,800 $17.3M
STRS Ohio 0.07% Reduce 0.0% 186,365 $17.2M
State Board of Administration of Florida Retirement System 0.03% No change 184,540 $17.0M
Westwood Holdings Group Inc. 0.12% Reduce -3.2% 184,338 $17.0M
Citadel Advisors 0.01% New 180,678 $16.7M
LMR Partners LLP 0.20% New 180,000 $16.6M
Impax Asset Management Group plc 0.12% Reduce -21.7% 180,000 $16.6M
Voya Investment Management LLC 0.02% Reduce -13.5% 178,830 $16.5M
Illinois Municipal Retirement Fund 0.19% Add +6.4% 164,754 $15.2M
Intech Investment Management LLC 0.15% Reduce -17.8% 164,347 $15.2M
CANADA LIFE ASSURANCE Co 0.03% Reduce -2.9% 153,502 $14.2M
State of Wisconsin Investment Board 0.03% Add +5.2% 150,790 $13.9M
New York State Teachers Retirement System 0.03% Reduce -5.0% 150,163 $13.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +0.8% 147,441 $13.6M
First Trust Advisors LP 0.01% Reduce -20.2% 144,173 $13.3M
Steadfast Capital Management LP 0.47% Reduce -86.0% 135,600 $12.5M
Curi Capital, LLC 0.21% Reduce -0.3% 130,408 $12.0M
Focus Partners Wealth 0.01% Add +1.1% 129,372 $11.9M
Brant Point Investment Management LLC 3.17% Reduce -9.7% 125,340 $11.6M
Public Employees Retirement System of Ohio 0.04% Reduce -11.6% 124,685 $11.5M
Natixis Advisors, LLC 0.02% Add +5.3% 122,159 $11.3M
New York State Common Retirement Fund 0.02% Add +0.7% 119,953 $11.1M
Segall Bryant & Hamill, LLC 0.16% Reduce -10.3% 119,805 $11.0M
O'shaughnessy Asset Management, LLC 0.05% Add +14.0% 112,400 $10.4M
Panagora Asset Management Inc. 0.04% Reduce -92.5% 111,613 $10.3M
Sessa Capital IM, L.P. 0.19% Reduce -75.2% 110,704 $10.2M
MetLife Investment Management, LLC 0.05% Reduce -0.4% 108,552 $10.0M
LPL Financial LLC 0.00% Add +2.6% 104,816 $9.7M
Amalgamated Bank 0.07% Add +2.0% 102,386 $9.4M
BNP Paribas Financial Markets 0.01% Add +221.6% 101,876 $9.4M
Vanguard Global Advisers, LLC 0.00% — 99,255 $9.2M
Ararat Capital Management LP 5.14% Add +44.7% 99,019 $9.1M
Contravisory Investment Management, Inc. 1.84% Reduce -4.9% 97,635 $9.0M
Prudential Financial Inc. 0.01% Reduce -75.7% 97,345 $9.0M
Great Lakes Advisors, LLC 0.07% Reduce -6.1% 96,734 $8.9M
Police & Firemen's Retirement System of New Jersey 0.08% Add +0.4% 96,195 $8.9M
Treasurer of the State of North Carolina 0.03% Add +2.2% 96,025 $8.9M
Moran Wealth Management, LLC 0.27% Reduce -3.9% 95,501 $8.8M
Parkwood LLC 0.75% Reduce -44.4% 91,636 $8.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -17.7% 88,831 $8.2M
Allianz Asset Management GmbH 0.01% Reduce -0.2% 85,647 $7.9M
State of Tennessee, Department of Treasury 0.03% No change 85,600 $7.9M
Russell Investments Group, Ltd. 0.01% Reduce -61.5% 85,500 $7.9M
KBC Group NV 0.02% Add +1312.9% 85,114 $7.8M
Mutual of America Capital Management LLC 0.09% Reduce -8.9% 84,516 $7.8M
SaddleRock Capital Management LLC 8.14% Add +16.6% 82,792 $7.6M
Tradewinds, LLC. 2.27% Reduce -8.0% 75,674 $7.0M
Corient Private Wealth LP 0.01% Add +16.4% 77,490 $7.0M
Susquehanna International Group, LLP 0.01% Add +1808.1% 76,305 $7.0M
Cozad Asset Management Inc. 0.55% Reduce -29.4% 76,168 $7.0M
Fifth Third Bancorp 0.01% Add +2548.1% 75,392 $7.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -18.7% 76,045 $6.9M
State of New Jersey Common Pension Fund D 0.03% Add +2.1% 74,047 $6.8M
Jones Financial Companies LLLP 0.00% Add +865.8% 73,439 $6.7M
Federation des caisses Desjardins du Quebec 0.02% Add +43.5% 71,829 $6.6M
SG Americas Securities, LLC 0.01% Reduce -9.6% 71,467 $6.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -4.0% 70,716 $6.5M
Teachers Retirement System of the State of Kentucky 0.05% No change 69,593 $6.4M
Fifth Third Wealth Advisors LLC 0.21% Add +3.0% 68,915 $6.4M
Yousif Capital Management, LLC 0.07% Reduce -5.7% 68,433 $6.3M
Handelsbanken Fonder AB 0.02% Add +12.7% 67,541 $6.2M
Northwest & Ethical Investments L.P. 0.14% New 67,470 $6.2M
Aquatic Capital Management LLC 0.18% New 66,948 $6.2M
Strategic Global Advisors, LLC 0.95% Reduce -2.4% 64,600 $6.0M
Louisiana State Employees Retirement System 0.10% Add +3.6% 63,900 $5.9M
Nomura Asset Management Co. Ltd. 0.02% Add +0.2% 63,761 $5.9M
Two Sigma Investments, LP 0.01% Add +48.8% 62,847 $5.8M
State of Alaska, Department of Revenue 0.06% Reduce -0.6% 61,802 $5.7M
Arizona State Retirement System 0.03% Reduce -2.7% 61,263 $5.6M
Nordea Investment Management AB 0.01% Reduce -3.4% 61,876 $5.6M
Ethic Inc. 0.09% Add +8.3% 60,270 $5.6M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -19.7% 60,202 $5.6M
Teacher Retirement System of Texas 0.02% Add +1.3% 59,877 $5.5M
Nissay Asset Management Corp. /Japan 0.03% Reduce -1.3% 58,966 $5.4M
Verdence Capital Advisors LLC 0.31% Reduce -6.0% 58,438 $5.4M
Bridgewater Associates 0.02% Reduce -75.7% 58,359 $5.4M
Oliver Luxxe Assets LLC 0.80% Add +2.0% 57,811 $5.3M
Empowered Funds, LLC 0.03% New 57,498 $5.3M
Janney Montgomery Scott LLC 0.01% Add +5.8% 57,243 $5.3M
Interval Partners, LP 0.18% Reduce -94.2% 57,056 $5.3M
Thrivent Financial for Lutherans 0.01% Add +3.6% 56,022 $5.2M
Vanguard Investments Australia, Ltd. 0.01% — 55,692 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.9% 55,258 $5.1M
KR Capital LP 1.00% — 54,048 $5.0M
State of Michigan Retirement System 0.03% Add +0.8% 53,100 $4.9M
Man Group plc 0.01% Reduce -91.9% 52,716 $4.9M
Creative Planning 0.00% Add +53.1% 52,219 $4.8M
Amundi 0.00% Add +39.7% 51,967 $4.8M
Kestra Advisory Services, LLC 0.02% Add +2.3% 51,184 $4.7M
KLP Kapitalforvaltning As 0.02% Reduce -7.6% 50,800 $4.7M
Cwm, LLC 0.01% Reduce -10.1% 50,591 $4.7M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -0.9% 49,408 $4.6M
Trexquant Investment LP 0.03% Reduce -80.5% 48,628 $4.5M
Nisa Investment Advisors, LLC 0.02% Add +270.4% 47,756 $4.4M
New Mexico Educational Retirement Board 0.13% No change 47,436 $4.4M
Dynasty Wealth Management, LLC 0.04% Reduce -2.7% 47,068 $4.3M
QRG Capital Management, Inc. 0.04% Add +161.4% 46,338 $4.3M
Robbins Farley 1.85% New 45,447 $4.2M
Brevan Howard Capital Management LP 0.04% Add +487.1% 45,446 $4.2M
Oregon Public Employees Retirement Fund 0.06% Add +2.1% 45,307 $4.2M
Captrust Financial Advisors 0.01% Reduce -3.6% 44,925 $4.1M
First American Bank 0.26% Add +2.9% 44,657 $4.1M
Dean Investment Associates, LLC 0.58% Reduce -12.6% 44,472 $4.1M
Royal Bank of Canada 0.00% Reduce -74.8% 43,054 $4.0M
Mercer Global Advisors Inc. 0.01% Add +13.5% 42,217 $3.9M
Assenagon Asset Management S.A. 0.01% Reduce -76.7% 42,081 $3.9M
TD Waterhouse Canada Inc. 0.01% New 42,466 $3.8M
DNB Asset Management AS 0.01% Add +985.1% 41,353 $3.8M
Ameritas Investment Partners, Inc. 0.12% Reduce -0.6% 40,629 $3.7M
Elo Mutual Pension Insurance Co 0.06% Reduce -8.9% 40,383 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.7% 43,791 $3.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% No change 39,109 $3.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -0.7% 38,655 $3.6M
Osaic Holdings, Inc. 0.01% Add +33.7% 38,383 $3.5M
Pathstone Holdings, LLC 0.01% Add +31.4% 37,155 $3.4M
Brooklyn Investment Group 0.11% Add +99.2% 36,791 $3.4M
Utah Retirement Systems 0.03% Reduce -3.2% 36,452 $3.4M
Truist Financial Corp. 0.00% Add +3.7% 36,287 $3.3M
Catalyst Capital Advisors LLC 0.06% Reduce -3.8% 34,450 $3.2M
Hancock Whitney Corp. 0.06% Add +126.7% 34,127 $3.2M
Xponance LLC 0.02% Add +28.1% 32,571 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -0.8% 31,899 $2.9M
Federated Hermes, Inc. 0.00% Reduce -14.4% 31,542 $2.9M
Cerity Partners LLC 0.00% Add +12.3% 31,487 $2.9M
Credit Agricole S A 0.01% No change 31,189 $2.9M
Hudson Bay Capital Management LP 0.02% Reduce -66.1% 30,187 $2.8M
Harvest Investment Services, LLC 0.51% Reduce -27.0% 30,039 $2.8M
IHT Wealth Management, LLC 0.06% Reduce -6.4% 29,933 $2.8M
Keebeck Wealth Management 0.31% Reduce -4.6% 29,816 $2.7M
Eurizon Capital SGR S.p.A. 0.01% Reduce -7.4% 29,836 $2.7M
South Dakota Investment Council 0.05% No change 29,809 $2.7M
HighTower Advisors, LLC 0.00% Add +35.9% 29,670 $2.7M
Avior Wealth Management, LLC 0.08% Add +1.0% 29,281 $2.7M
US Bancorp \de 0.00% Add +115.8% 29,185 $2.7M
Summit Trail Advisors, LLC 0.04% Add +26.0% 28,013 $2.6M
Paradigm Asset Management Co. LLC 0.60% No change 27,700 $2.6M
Ritholtz Wealth Management 0.04% Add +43.0% 26,996 $2.5M
New York Life Investment Management LLC 0.02% Add +37.4% 26,955 $2.5M
Westover Capital Advisors, LLC 0.46% Add +6.8% 26,927 $2.5M
Kennedy Capital Management LLC 0.05% No change 26,635 $2.5M
Catalyst Funds Management Pty Ltd 0.42% New 26,596 $2.5M
Atria Investments, Inc 0.03% Reduce -4.4% 26,440 $2.4M
Pacer Advisors, Inc. 0.01% Reduce -96.6% 25,913 $2.4M
HRT Financial LP 0.01% New 25,889 $2.4M
EP Wealth Advisors, LLC 0.01% Add +2.9% 25,317 $2.3M
Allstate Corp. 0.02% New 24,913 $2.3M
Corbyn Investment Management Inc. 1.06% No change 24,613 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.5% 23,845 $2.2M
Sirios Capital Management L P 0.26% Reduce -27.5% 23,628 $2.2M
Cetera Investment Advisers 0.00% Add +3.9% 23,576 $2.2M
Tidal Investments LLC 0.01% Add +44.1% 23,218 $2.1M
&partners 0.01% Add +35.2% 21,931 $2.1M
Dean Capital Management 0.86% Reduce -14.8% 22,395 $2.1M
Candriam S.C.A. 0.01% New 22,260 $2.1M
Jain Global LLC 0.03% New 21,223 $2.0M
SkyView Investment Advisors, LLC 0.26% Add +2.0% 21,181 $2.0M
Elevation Point Wealth Partners, LLC 0.05% Add +350.6% 21,022 $1.9M
Sterling Capital Management LLC 0.04% Reduce -18.6% 20,714 $1.9M
Quadrant Capital Group LLC 0.06% Add +41.6% 20,117 $1.9M
Dorsey Wright & Associates 0.23% New 20,079 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -5.8% 20,059 $1.8M
Capital International Sarl 0.03% Reduce -39.7% 20,002 $1.8M
NewEdge Wealth, LLC 0.02% Reduce -4.9% 19,737 $1.8M
Eagle Rock Investment Company, LLC 0.26% No change 19,645 $1.8M
Hantz Financial Services, Inc. 0.03% Add +6.7% 19,133 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -0.1% 18,820 $1.7M
Mackenzie Financial Corp. 0.00% Add +10.9% 18,588 $1.7M
Crossmark Global Holdings, Inc. 0.03% Add +0.0% 18,358 $1.7M
Swiss Life Asset Management Ltd 0.01% Add +19.0% 18,094 $1.7M
Merit Financial Group, LLC 0.01% Reduce -15.1% 17,922 $1.7M
M&T Bank Corp 0.01% Reduce -16.1% 17,602 $1.6M
Callan Family Office, LLC 0.04% Reduce -1.0% 17,293 $1.6M
Edgestream Partners, L.P. 0.05% Add +31.4% 17,106 $1.6M
Strategic Wealth Partners, Ltd. 0.11% Reduce -3.1% 16,749 $1.5M
Gateway Investment Advisers LLC 0.02% Reduce -45.5% 16,279 $1.5M
Securian Asset Management, Inc. 0.06% No change 16,247 $1.5M
Triangle Securities Wealth Management 0.33% Reduce -2.5% 16,000 $1.5M
Advisors Asset Management, Inc. 0.02% Reduce -17.8% 15,653 $1.4M
Axq Capital, LP 0.19% New 15,602 $1.4M
Wright Investors Service Inc. 0.45% Add +15.6% 15,515 $1.4M
Mgo One Seven LLC 0.03% Reduce -10.7% 15,492 $1.4M
Nilsine Partners, LLC 0.11% Add +7.8% 15,150 $1.4M
Cornerstone Investment Partners, LLC 0.06% Add +3.9% 14,693 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 14,622 $1.3M
Tocqueville Asset Management L.P. 0.02% Add +25.4% 14,611 $1.3M
Gradient Investments LLC 0.02% New 14,595 $1.3M
Stifel Financial Corp. 0.00% Reduce -9.4% 14,492 $1.3M
Exchange Traded Concepts, LLC 0.01% Add +244.0% 14,171 $1.3M
Vestmark Advisory Solutions, Inc. 0.01% Add +205.1% 14,048 $1.3M
Oak Thistle LLC 0.12% Reduce -51.3% 13,800 $1.3M
Sowell Financial Services LLC 0.05% Reduce -1.0% 13,599 $1.3M
Pallas Capital Advisors LLC 0.05% Reduce -15.9% 13,538 $1.2M
Bfsg, LLC 0.12% New 13,173 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +31.0% 13,116 $1.2M
Essential Partners LLC 0.40% Reduce -1.9% 13,013 $1.2M
United Asset Strategies, Inc. 0.09% Add +0.1% 12,494 $1.2M
Argos Wealth Advisors, LLC 0.33% Reduce -10.7% 12,468 $1.1M
Savoir Faire Capital Management, L.P. 0.69% Reduce -74.6% 12,464 $1.1M
Caprock Group, LLC 0.03% Add +311.1% 12,250 $1.1M
Fulton Bank, N.A. 0.04% Add +4.3% 12,204 $1.1M
Kesler, Norman & Wride, LLC 0.19% Reduce -0.6% 12,029 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -0.8% 11,826 $1.1M
Redwood Investment Management, LLC 0.13% Reduce -30.1% 11,738 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -4.0% 11,425 $1.1M
Maryland State Retirement & Pension System 0.02% No change 11,252 $1.0M
Quadrature Capital Ltd 0.01% New 11,092 $1.0M
Evergreen Capital Management LLC 0.02% Add +38.0% 11,051 $1.0M
Tema ETFs LLC 0.06% Reduce -29.1% 10,444 $963K
NewEdge Advisors, LLC 0.00% Reduce -30.1% 10,370 $956K
Affinity Investment Advisors, LLC 0.59% Add +17.5% 10,306 $950K
Tower Research Capital LLC (TRC) 0.02% Add +22.4% 10,287 $949K
TD Private Client Wealth LLC 0.02% Reduce -9.1% 10,245 $945K
Brighton Jones LLC 0.02% New 10,096 $931K
Rockefeller Capital Management L.P. 0.00% Add +18.4% 9,986 $921K
Centiva Capital, LP 0.04% New 9,986 $921K
PNC Financial Services Group, Inc. 0.00% Add +13.1% 9,881 $911K
HB Wealth Management, LLC 0.01% Add +10.7% 9,762 $900K
Strategic Planning, Inc. 0.45% No change 9,713 $896K
Reliant Investment Partners, LLC 0.74% No change 9,705 $895K
Schonfeld Strategic Advisors LLC 0.01% Reduce -90.2% 9,534 $879K
MML Investors Services, LLC 0.00% Add +21.9% 9,380 $865K
Compound Planning, Inc. 0.03% Add +10.5% 9,033 $833K
United Capital Financial Advisors, LLC 0.01% Add +38.4% 8,998 $830K
Suncoast Equity Management 0.10% Reduce -18.7% 8,925 $823K
ProShare Advisors LLC 0.00% Reduce -1.0% 8,846 $816K
Arq Wealth Advisors, LLC 0.14% New 8,715 $804K
HSBC Holdings PLC 0.00% Reduce -52.3% 8,646 $797K
Vestcor Inc 0.02% Reduce -69.2% 8,440 $778K
Krilogy Financial LLC 0.02% Add +32.8% 8,587 $771K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -0.9% 8,360 $771K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +5.7% 8,300 $765K
Kera Capital Partners, Inc. 0.09% Reduce -3.4% 8,236 $759K
Guggenheim Capital LLC 0.01% Reduce -3.5% 8,230 $759K
Caxton Associates LLP 0.02% Reduce -29.5% 8,108 $748K
Versant Capital Management, Inc 0.07% Add +18.3% 8,082 $745K
Inscription Capital, LLC 0.08% Add +18.1% 7,965 $734K
HMS Capital Management, LLC 0.28% Add +4.3% 7,943 $732K
Shufro Rose & Co. LLC 0.05% No change 7,860 $725K
Mirabella Financial Services LLP 0.07% New 7,729 $713K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -20.1% 7,608 $701K
Savant Capital, LLC 0.00% Add +19.4% 7,588 $700K
Shelton Capital Management 0.01% Reduce -3.5% 7,350 $678K
Hook Mill Capital Partners, LP 0.06% Reduce -96.4% 7,319 $675K
Waterloo Capital, L.P. 0.05% Reduce -4.7% 7,271 $670K
Seeds Investor LLC 0.09% Add +5.2% 7,221 $668K
Aaron Wealth Advisors LLC 0.04% Reduce -25.8% 7,154 $660K
EntryPoint Capital, LLC 0.19% No change 7,087 $653K
Mount Lucas Management LP 0.24% Add +4.7% 7,064 $651K
Optimize Financial Inc. 0.32% New 7,041 $649K
Praxis Investment Management Inc. 0.04% Add +5.4% 7,032 $648K
Aster Capital Management (DIFC) Ltd 0.21% New 9,806 $642K
CIBC Asset Management Inc 0.00% No change 6,939 $640K
Private Advisor Group, LLC 0.00% Add +0.8% 6,800 $627K
Orion Porfolio Solutions, LLC 0.01% Reduce -5.8% 6,696 $617K
Highland Capital Management, LLC 0.03% Add +46.5% 6,627 $611K
Syon Capital LLC 0.03% Add +12.3% 6,516 $601K
GAMMA Investing LLC 0.03% Add +18.1% 6,501 $599K
North Dakota State Investment Board 0.03% Reduce -19.8% 6,483 $598K
Ellevest, Inc. 0.08% Add +3.9% 6,476 $597K
Kiley Juergens Wealth Management, LLC 0.11% New 6,453 $595K
Chicago Partners Investment Group LLC 0.01% Reduce -2.5% 6,432 $593K
MorganRosel Wealth Management, LLC 0.23% Reduce -56.4% 6,403 $590K
Oppenheimer Asset Management Inc. 0.01% Reduce -30.0% 6,394 $590K
Numerai GP LLC 0.06% New 6,357 $586K
Tectonic Advisors LLC 0.03% Reduce -15.9% 6,267 $578K
Banque Transatlantique SA 0.01% New 6,264 $578K
University of Texas/Texas Am Investment Management Co. 0.08% Reduce -88.9% 6,244 $576K
Coldstream Capital Management Inc. 0.01% Add +65.0% 6,137 $566K
Sovereign's Capital Management, LLC 0.42% Reduce -6.9% 6,120 $564K
Prospera Financial Services Inc 0.01% Reduce -36.4% 6,009 $554K
CENTRAL TRUST Co 0.01% Reduce -16.4% 5,987 $552K
Jag Capital Management, LLC 0.06% New 5,975 $551K
Ballentine Partners, LLC 0.01% Add +3.9% 5,928 $547K
Polymer Capital Management (US) LLC 0.08% Reduce -56.8% 5,741 $529K
Lazard Asset Management LLC 0.00% Add +6.2% 5,721 $528K
Legacy Capital Group California, Inc. 0.19% Reduce -20.6% 5,468 $504K
Sagespring Wealth Partners, LLC 0.01% Add +11.6% 5,419 $500K
Horizon Investments, LLC 0.01% Add +29.6% 5,380 $496K
Advisory Services Network, LLC 0.01% Reduce -34.2% 5,328 $491K
Benjamin Edwards Inc. 0.00% Reduce -0.7% 5,315 $490K
Perbak Capital Partners LLP 0.12% New 5,286 $487K
Baker Avenue Asset Management, LP 0.01% Add +16.2% 5,279 $487K
Lido Advisors, LLC 0.00% Add +47.4% 5,275 $487K
Choreo, LLC 0.01% Reduce -8.0% 5,251 $484K
Alps Advisors Inc. 0.00% New 5,230 $482K
Vise Technologies, Inc. 0.01% No change 6,369 $480K
Glenmede Trust Co. NA 0.00% Reduce -1.8% 5,196 $479K
Atlas Capital Advisors Inc. 0.05% Reduce -23.9% 5,189 $478K
Inceptionr LLC 0.11% Reduce -54.8% 5,111 $471K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -0.7% 5,088 $469K
Journey Strategic Wealth LLC 0.01% Add +15.1% 5,069 $467K
Vontobel Holding Ltd. 0.00% Reduce -13.2% 5,067 $467K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2273.3% 4,984 $460K
Camden National Bank 0.06% No change 4,961 $457K
GLOBALT Investments LLC / GA 0.02% Add +0.2% 4,929 $455K
WealthTrust Axiom LLC 0.11% No change 4,900 $452K
Farther Finance Advisors, LLC 0.00% Add +11.7% 4,958 $450K
Spirepoint Private Client, LLC 0.04% Add +22.0% 4,882 $450K
AE Wealth Management LLC 0.00% Add +3.6% 4,869 $449K
Certuity, LLC 0.03% Add +19.0% 4,862 $448K
Marks Group Wealth Management, Inc 0.04% New 4,813 $444K
One Wealth Advisors, LLC 0.05% Reduce -0.1% 4,783 $441K
Resona Asset Management Co.,Ltd. 0.00% Reduce -3.7% 4,655 $429K
AlphaCore Capital LLC 0.01% Add +41.9% 4,621 $426K
Nemes Rush Group LLC 0.04% Add +0.2% 4,550 $420K
Baader Bank Aktiengesellschaft 0.04% Reduce -34.1% 4,530 $417K
Quantitative Investment Management, LLC 0.04% New 4,506 $415K
Picton Mahoney Asset Management 0.00% Reduce -5.6% 4,493 $414K
Waverly Advisors, LLC 0.00% Reduce -13.0% 4,477 $413K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.7% 4,453 $411K
Owlhouse Capital LP 0.54% Reduce -15.4% 4,400 $406K
National Bank of Canada 0.00% Add +25.4% 4,314 $398K
Congress Asset Management Co. 0.00% Reduce -47.4% 4,281 $395K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -18.9% 4,346 $393K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +55.9% 4,259 $393K
Wellspring Financial Advisors, LLC 0.03% Add +0.6% 4,241 $391K
NFSG Corp 0.06% Reduce -47.5% 4,237 $391K
Composition Wealth, LLC 0.01% Reduce -1.6% 4,141 $382K
UMB Bank, n.a. 0.01% Add +18.6% 4,103 $378K
LVW Advisors, LLC 0.04% New 4,100 $378K
SageView Advisory Group, LLC 0.01% Reduce -3.6% 4,069 $375K
Evolve Private Wealth, LLC 0.02% Add +33.5% 4,021 $371K
Profund Advisors LLC 0.01% Reduce -11.3% 4,012 $370K
Optas, LLC 0.06% Add +26.0% 4,012 $370K
Abacus Wealth Partners, LLC 0.03% Add +7.9% 4,000 $369K
Crestwood Advisors Group, LLC 0.01% Add +20.3% 3,958 $365K
First Bank & Trust 0.06% New 3,890 $359K
Waddell & Associates, LLC 0.02% No change 3,847 $355K
Kaufman Rossin Wealth, LLC 0.20% Reduce -2.8% 3,840 $354K
Dakota Wealth Management 0.01% Reduce -5.3% 3,790 $349K
Claro Advisors Inc. 0.04% New 3,763 $347K
Wedmont Private Capital 0.01% Reduce -1.2% 3,776 $346K
Ascent Group, LLC 0.01% New 3,718 $343K
TCW Group Inc. 0.00% Add +0.6% 3,621 $334K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -4.2% 3,610 $333K
Jefferies Financial Group Inc. 0.00% New 3,595 $331K
Kathmere Capital Management, LLC 0.02% New 3,580 $330K
Old National Bancorp 0.01% Reduce -0.7% 3,579 $330K
Intrust Bank NA 0.03% Reduce -9.2% 3,566 $329K
Sage Rhino Capital LLC 0.06% Add +7.5% 3,556 $328K
J. Safra Sarasin Holding AG 0.01% New 3,545 $327K
HUB Investment Partners, LLC 0.01% Add +23.5% 3,504 $323K
Park Avenue Securities LLC 0.00% Reduce -2.0% 3,481 $321K
DekaBank Deutsche Girozentrale 0.00% No change 3,389 $313K
Angeles Wealth Management, LLC 0.02% Add +6.9% 3,378 $311K
Pinnacle Financial Partners, Inc. 0.00% Reduce -62.0% 3,346 $309K
IFP Advisors, Inc 0.01% Add +1.4% 3,343 $308K
State of Wyoming 0.04% Reduce -65.3% 3,272 $302K
Parallel Advisors, LLC 0.01% Add +11.4% 3,250 $300K
Transcend Capital Advisors, LLC 0.02% New 3,182 $293K
Snowden Capital Advisors LLC 0.01% New 3,179 $293K
Boothbay Fund Management, LLC 0.01% Reduce -94.0% 3,168 $292K
Greenleaf Trust 0.00% New 3,140 $290K
Bull Harbor Capital LLC 0.08% — 3,112 $287K
Rafferty Asset Management, LLC 0.00% Reduce -17.1% 3,107 $286K
Sivia Capital Partners, LLC 0.05% Reduce -47.4% 3,069 $283K
Verition Fund Management LLC 0.00% Reduce -67.8% 3,062 $282K
GeoWealth Management, LLC 0.01% Add +0.4% 2,975 $274K
Regal Investment Advisors LLC 0.02% New 2,969 $274K
Claret Asset Management Corp 0.03% Add +0.0% 2,961 $273K
Steward Partners Investment Advisory, LLC 0.00% Add +8.9% 2,945 $272K
Cambria Investment Management, L.P. 0.01% Reduce -23.4% 2,909 $268K
Integrated Wealth Concepts LLC 0.00% New 2,839 $262K
Birch Financial Group, LLC 0.15% Reduce -13.5% 2,830 $261K
Kestra Private Wealth Services, LLC 0.00% New 2,823 $260K
Blair William & Co. 0.00% Reduce -0.3% 2,780 $256K
Wellington-Altus USA Inc. 0.15% No change 2,498 $255K
Wealthspire Advisors, LLC 0.00% Reduce -53.7% 2,708 $250K
Cidel Asset Management Inc. 0.01% New 2,677 $247K
Clearstead Advisors, LLC 0.00% Add +197.6% 2,649 $244K
Werba Rubin Papier Wealth Management 0.03% New 2,649 $244K
Boston Family Office LLC 0.02% Reduce -10.1% 2,640 $243K
Tower Wealth Partners, Inc. 0.13% New 2,596 $239K
Indivisible Partners 0.02% New 2,568 $237K
Chico Wealth RIA 0.14% New 2,552 $235K
Peapack Gladstone Financial Corp. 0.00% New 2,496 $230K
Xxi Wealth, LLC 0.13% New 2,469 $228K
Oxinas Partners, LLC 0.10% New 2,468 $228K
Davis Investment Partners, LLC 0.08% New 2,468 $228K
Resonant Capital Advisors, LLC 0.01% New 2,458 $227K
Frec Markets, Inc. 0.04% New 2,454 $226K
Earned Wealth Advisors, LLC 0.02% New 2,442 $225K
Smith, Moore & Co. 0.02% New 2,415 $223K
Calamos Wealth Management LLC 0.01% New 2,376 $219K
Calamos Advisors LLC 0.00% New 2,376 $219K
Keybank National Association 0.00% Reduce -11.7% 2,375 $219K
NorthCrest Asset Manangement, LLC 0.01% Reduce -19.1% 2,406 $216K
LGT Group Foundation 0.00% Reduce -42.0% 2,327 $215K
Wealth Alliance, LLC 0.02% New 2,305 $213K
Integrated Quantitative Investments LLC 0.04% New 2,291 $211K
Evoke Wealth, LLC 0.00% Reduce -32.6% 2,270 $209K
Fidelis Capital Partners, LLC 0.01% New 2,262 $209K
Quantum Financial Advisors, LLC 0.02% New 2,250 $207K
Norden Group LLC 0.02% New 2,214 $204K
Symmetry Partners, LLC 0.01% New 2,210 $204K
Childress Capital Advisors, LLC 0.04% New 2,206 $203K
Meeder Advisory Services, Inc. 0.01% New 2,204 $203K
Globeflex Capital L P 0.03% No change 2,200 $203K
Fieldview Capital Management, LLC 0.06% New 2,189 $202K
Commonwealth Financial Services, LLC 0.03% New 2,170 $200K
Signaturefd, LLC 0.00% Add +24.6% 2,134 $197K
Scarborough Advisors, LLC 0.02% New 2,124 $196K
Allworth Financial LP 0.00% Add +25.8% 2,094 $193K
Mather Group, Llc. 0.00% New 2,054 $189K
Lanark Financial, Inc. 0.01% No change 2,044 $188K
Employees Retirement System of Texas 0.00% No change 1,911 $176K
Archer Investment Corp 0.04% No change 1,835 $169K
Northwestern Mutual Wealth Management Co. 0.00% Add +411.8% 1,776 $164K
Larson Financial Group LLC 0.01% Add +28.7% 1,690 $156K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.7% 1,604 $148K
Quarry LP 0.03% Add +11.3% 1,480 $136K
True Wealth Design, LLC 0.04% Add +2.3% 1,380 $127K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.7% 1,369 $126K
AdvisorShares Investments LLC 0.02% Reduce -28.4% 1,315 $121K
Westpac Banking Corp. 0.01% Reduce -20.3% 1,303 $120K
FIL Ltd 0.00% Reduce -25.1% 1,292 $119K
Steph & Co. 0.03% Add +165.8% 1,196 $110K
Rosenberg Matthew Hamilton 0.02% No change 1,149 $106K
AlphaCentric Advisors LLC 0.10% Add +6.8% 1,115 $103K
Arax Advisory Partners 0.00% Reduce -65.8% 1,075 $99K
Carolina Wealth Advisors, LLC 0.04% No change 1,000 $92K
Smartleaf Asset Management LLC 0.00% Reduce -0.4% 995 $91K
Ancora Advisors LLC 0.00% No change 940 $87K
Macquarie Group Ltd. 0.00% New 937 $86K
V-Square Quantitative Management LLC 0.01% Reduce -4.0% 936 $86K
Root Financial Partners, LLC 0.00% Add +7.9% 906 $84K
Deseret Mutual Benefit Administrators 0.03% Add +78.3% 865 $80K
CoreCap Advisors, LLC 0.00% Add +0.2% 847 $78K
Blue Trust, Inc. 0.00% Add +3.4% 829 $76K
MAI Capital Management 0.00% Add +35.3% 667 $62K
Quent Capital, LLC 0.00% Add +15.4% 659 $61K
Harvest Fund Management Co., Ltd 0.00% No change 627 $58K
Assetmark, Inc. 0.00% Reduce -36.2% 626 $58K
Bayforest Capital Ltd 0.06% Reduce -77.9% 603 $56K
SJS Investment Consulting Inc. 0.01% Reduce -9.7% 595 $55K
Islay Capital Management, LLC 0.03% Reduce -94.5% 560 $52K
Wolverine Asset Management LLC 0.00% Reduce -79.5% 540 $50K
First Horizon Corp. 0.00% Add +2.4% 523 $48K
Huntington National Bank 0.00% Add +448.9% 505 $47K
Stance Capital LLC 0.02% Reduce -97.3% 500 $46K
Nalls Sherbakoff Group, LLC 0.03% No change 483 $45K
True Link Financial Advisors, LLC 0.00% New 467 $43K
Parkside Financial Bank & Trust 0.00% Add +33.8% 424 $39K
Rothschild Investment LLC 0.00% Add +2.7% 421 $39K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 383 $35K
Transamerica Financial Advisors, LLC 0.00% Add +43.4% 370 $34K
Smithfield Trust Co 0.00% No change 333 $31K
CVA Family Office, LLC 0.00% Add +4457.1% 319 $29K
Pinnacle Bancorp, Inc. 0.01% No change 310 $29K
Harbour Investments, Inc. 0.00% Add +28.0% 302 $28K
Anchor Investment Management, LLC 0.00% No change 300 $28K
Walleye Capital LLC 0.00% New 300 $28K
Measured Wealth Private Client Group, LLC 0.01% Reduce -11.3% 297 $27K
Matrix Trust Co 0.00% Add +6.1% 278 $26K
Clark Wealth Partners 0.02% No change 277 $26K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -25.5% 277 $26K
SBI Securities Co., Ltd. 0.00% Add +1.5% 270 $25K
JFS Wealth Advisors, LLC 0.00% Add +4.4% 262 $24K
Geneos Wealth Management Inc. 0.00% No change 255 $24K
Armstrong Advisory Group, Inc. 0.00% No change 250 $23K
Fortitude Family Office, LLC 0.00% Add +72.7% 221 $20K
LRI Investments, LLC 0.00% Add +17.8% 218 $20K
Twin Peaks Wealth Advisors, LLC 0.01% New 217 $20K
Clearstead Trust, LLC 0.00% No change 206 $19K
Richardson Capital Management LLC 0.01% No change 200 $18K
Creative Financial Designs Inc. 0.00% No change 198 $18K
Bell Investment Advisors, Inc 0.00% Reduce -4.8% 196 $18K
Farmers & Merchants Investments Inc. 0.00% Add +2.6% 195 $18K
Millstone Evans Group, LLC 0.01% No change 192 $18K
Retirement Wealth Solutions LLC 0.01% Add +10.8% 185 $17K
Whipplewood Advisors, LLC 0.01% New 182 $17K
Bokf, NA 0.00% Add +4.1% 179 $17K
Keating Financial Advisory Services, Inc. 0.00% Add +10.8% 175 $16K
Meeder Asset Management Inc. 0.00% Add +200.0% 174 $16K
Operose Advisors LLC 0.00% New 172 $16K
Intentional Wealth Strategies, LLC 0.01% — 165 $15K
Covestor Ltd 0.01% Reduce -19.1% 157 $15K
Cherry Tree Wealth Management, LLC 0.00% No change 161 $15K
Rossby Financial, LCC 0.00% Add +111.0% 154 $14K
Addison Advisors LLC 0.00% Add +40.4% 146 $13K
Wilkerson Advisory Group LLC 0.00% Add +113.4% 143 $13K
Ogorek Anthony Joseph /NY/ 0.00% No change 151 $13K
CX Institutional 0.00% Add +585.7% 144 $13K
Owl Creek Wealth Partners LLC 0.00% — 140 $13K
Zions Bancorporation, National Association 0.00% Add +68.3% 138 $13K
Elevation Wealth Partners, LLC 0.00% No change 126 $12K
Asset Dedication, LLC 0.00% No change 115 $11K
WPG Advisers, LLC 0.01% No change 115 $11K
Bare Financial Services, Inc 0.00% Add +63.8% 113 $10K
High Note Wealth, LLC 0.00% No change 110 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 106 $10K
Cedar Mountain Advisors, LLC 0.00% New 99 $9K
Bartlett & Co. Wealth Management LLC 0.00% No change 97 $9K
Highline Wealth Partners LLC 0.00% Add +1450.0% 93 $9K
HighMark Wealth Management LLC 0.00% Reduce -5.2% 92 $8K
Bogart Wealth, LLC 0.00% Reduce -13.2% 92 $8K
Raffa Wealth Management, LLC 0.00% Add +400.0% 90 $8K
Kemnay Advisory Services Inc. 0.00% New 84 $8K
Triumph Capital Management 0.00% Add +418.8% 83 $8K
Brown Brothers Harriman & Co. 0.00% Reduce -98.5% 83 $8K
Marquette Asset Management, LLC 0.00% No change 82 $8K
SHP Wealth Management 0.00% Reduce -20.4% 82 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 80 $7K
Innovative Asset Advisors Group, LLC 0.00% — 79 $7K
Cassaday & Co Wealth Management LLC 0.00% New 77 $7K
United Financial Planning Group LLC 0.00% New 74 $7K
Beaird Harris Wealth Management, LLC 0.00% No change 73 $7K
Private Trust Co. NA 0.00% Add +3.0% 68 $6K
International Assets Investment Management, LLC 0.00% No change 68 $6K
Harbor Investment Advisory, LLC 0.00% Add +26.9% 66 $6K
Capital Advisors, Ltd. LLC 0.00% No change 64 $6K
IMA Advisory Services, Inc. 0.00% Reduce -4.4% 65 $6K
Sound Income Strategies, LLC 0.00% No change 65 $6K
Vanguard National Trust Co 0.00% — 62 $6K
Dogwood Wealth Management LLC 0.00% New 61 $6K
First Command Advisory Services, Inc. 0.00% No change 59 $5K
Elevated Capital Advisors, LLC 0.00% No change 58 $5K
First Pacific Financial 0.00% New 57 $5K
Rialto Wealth Management, LLC 0.00% Add +24.4% 56 $5K
Cornerstone Financial Management LLC 0.00% Add +44.7% 55 $5K
JPL Wealth Management, LLC 0.00% New 54 $5K
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 $4K
North Star Investment Management Corp. 0.00% Add +39.4% 46 $4K
Salomon & Ludwin, LLC 0.00% No change 42 $4K
Kilter Group LLC 0.00% Add +30.0% 39 $4K
RMG Wealth Management LLC 0.00% New 41 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +48.0% 37 $3K
Torren Management, LLC 0.00% Reduce -87.2% 36 $3K
Signature Equity Partners, LLC 0.00% No change 32 $3K
Private Wealth Management Group, LLC 0.00% No change 32 $3K
Sunbelt Securities, Inc. 0.00% No change 32 $3K
Cromwell Holdings LLC 0.00% No change 31 $3K
Spire Wealth Management 0.00% Reduce -31.1% 31 $3K
JNBA Financial Advisors 0.00% No change 27 $2K
MidFirst Bank 0.00% Reduce -99.1% 26 $2K
SouthState Bank Corp 0.00% Add +23.8% 26 $2K
Dunhill Financial, LLC 0.00% Add +400.0% 25 $2K
Financial Consulate, Inc. 0.00% No change 25 $2K
Fairman Group, LLC 0.00% No change 24 $2K
Golden State Wealth Management, LLC 0.00% No change 24 $2K
Abound Wealth Management 0.00% New 22 $2K
Principia Wealth Advisory, LLC 0.00% Add +10.0% 22 $2K
N.E.W. Advisory Services LLC 0.00% No change 22 $2K
Aventura Private Wealth, LLC 0.00% No change 21 $2K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -54.5% 20 $2K
HFM Investment Advisors, LLC 0.00% Add +14.3% 16 $1K
Prestige Wealth Management Group LLC 0.00% New 15 $1K
Vermillion Wealth Management, Inc. 0.00% New 15 $1K
Montag A & Associates Inc. 0.00% Reduce -11.8% 15 $1K
1015 Capital Partners, LLC 0.00% No change 13 $1K
Cornerstone Planning Group LLC 0.00% Add +333.3% 13 $1K
Sachetta, LLC 0.00% No change 12 $1K
Hughes Financial Services, LLC 0.00% Add +20.0% 12 $1K
Avion Wealth 0.00% No change 14 $1K
Wolff Wiese Magana LLC 0.00% No change 10 $923
Frazier Financial Advisors, LLC 0.00% New 10 $923
Stone House Investment Management, LLC 0.00% No change 10 $922
Toth Financial Advisory Corp. 0.00% No change 9 $830
Rakuten Securities, Inc. 0.00% Add +14.3% 8 $738
Physician Wealth Advisors, Inc. 0.00% No change 7 $646
Seneschal Advisors, LLC 0.00% No change 6 $554
Quaker Wealth Management, LLC 0.00% No change 6 $554
Curio Wealth, LLC 0.00% New 6 $553
GHP Investment Advisors, Inc. 0.00% New 5 $462
Grove Bank & Trust 0.00% New 5 $461
MV Capital Management, Inc. 0.00% New 4 $369
Investors Portfolio Services LLC 0.00% New 4 $341
American Capital Advisory, LLC 0.00% Add +50.0% 3 $277
Manchester Capital Management LLC 0.00% No change 2 $185
West Branch Capital LLC 0.00% No change 2 $185
Financial Management Professionals, Inc. 0.00% New 2 $184
TFC Financial Management, Inc. 0.00% No change 1 $93
Davis Capital Management 0.00% No change 1 $92

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