US Foods HoldingUSFD

13F holders, Q2 2026 (June 30)
672holders −7
76new positions
81sold out
8famous investors
$102.17avg. 13F price*

At the end of Q2 2026, 672 institutions reported holding US Foods Holding Corp. (USFD) in their 13F filings, down 7 from Q1 2026. 76 opened new positions and 81 sold out. The largest holders were Wellington Management Group LLP ($2.4B), BlackRock, Inc. ($2.1B) and Boston Partners ($1.9B). 8 famous investors held it, including Stephen Mandel (3.1% of Lone Pine Capital's portfolio), Daniel Sundheim (1.3% of D1 Capital Partners's portfolio) and Andreas Halvorsen (0.5% of Viking Global Investors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions76$540.3M
Exits81$455.7M

All 13F filers, Q1 2026 → Q2 2026: 23,474,262 shares bought and 22,253,976 shares sold, net +1,220,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 672 holders

Wellington Management Group LLP 0.41% Add +46.1% 23,009,877 $2.4B
BlackRock, Inc. 0.03% Add +2.0% 20,845,367 $2.1B
Boston Partners 1.69% Add +13.5% 18,606,610 $1.9B
Vanguard Portfolio Management LLC 0.05% Reduce -0.7% 10,135,613 $1.0B
Vanguard Capital Management LLC 0.02% Add +0.6% 9,960,262 $1.0B
FMR LLC 0.04% Reduce -35.1% 8,939,057 $914.0M
T. Rowe Price Investment Management, Inc. 0.49% Add +29.4% 7,343,328 $750.9M
State Street Corp. 0.02% Add +1.7% 6,993,748 $715.1M
Invesco Ltd. 0.05% Reduce -7.2% 5,673,337 $580.1M
Victory Capital Management Inc. 0.31% Reduce -10.4% 5,443,787 $556.6M
Capital World Investors 0.06% Reduce -33.1% 5,200,756 $531.8M
Lone Pine Capital 3.07% Add +29.5% 4,914,492 $502.5M
D1 Capital Partners 1.32% Add +5.1% 4,501,964 $460.3M
T. Rowe Price Associates Inc. 0.04% Reduce -5.3% 4,210,897 $430.6M
Geode Capital Management, LLC 0.02% Reduce -23.2% 4,046,079 $413.8M
Primecap Management Co. 0.24% Add +0.9% 3,980,409 $407.0M
Dimensional Fund Advisors LP 0.06% Add +0.9% 3,453,114 $353.1M
Morgan Stanley 0.02% Reduce -4.5% 3,162,670 $323.4M
Bessemer Group Inc. 0.41% Reduce -1.3% 2,888,303 $295.3M
Massachusetts Financial Services Co. 0.09% Reduce -26.1% 2,832,995 $292.2M
Norges Bank 0.03% — 2,806,952 $287.0M
Bank of Montreal 0.10% Reduce -0.1% 2,709,712 $277.1M
Artisan Partners Limited Partnership 0.44% Reduce -11.8% 2,662,861 $272.3M
Alliancebernstein L.P. 0.09% Add +7.6% 2,856,357 $263.4M
Avantyr Capital Partners, LP 8.13% Add +34.9% 2,159,092 $220.8M
Pertento Partners LLP 15.82% Add +16.1% 2,152,248 $220.1M
Ameriprise Financial Inc. 0.04% Add +4.3% 2,123,093 $217.1M
Northern Trust Corp. 0.02% Add +1.4% 1,914,900 $195.8M
Charles Schwab Investment Management Inc. 0.02% Add +1.7% 1,737,087 $177.6M
Viking Global Investors 0.51% New 1,734,346 $177.3M
JPMorgan Chase & Co. 0.01% Reduce -22.9% 1,660,638 $171.2M
Goldman Sachs Group Inc. 0.02% Add +54.4% 1,659,572 $169.7M
UBS Group AG 0.03% Reduce -19.2% 1,610,014 $164.6M
AQR Capital Management 0.05% Reduce -9.8% 1,550,788 $156.7M
Franklin Resources Inc. 0.03% Add +20.6% 1,498,042 $153.2M
Holocene Advisors, LP 0.33% New 1,418,397 $145.0M
Vanguard Fiduciary Trust Co. 0.03% Add +1.9% 1,394,265 $142.6M
Deutsche Bank AG 0.04% Add +0.2% 1,382,823 $141.4M
Bank of America Corp. 0.01% Reduce -11.6% 1,343,986 $137.4M
Neuberger Berman Group LLC 0.09% Add +5.7% 1,264,165 $129.3M
Bank of New York Mellon Corp 0.02% Reduce -13.8% 1,249,298 $127.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.3% 1,239,100 $126.7M
Silvercrest Asset Management Group LLC 0.80% Reduce -3.1% 1,194,395 $122.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -11.0% 1,099,800 $112.5M
Atalan Capital Partners, LP 6.83% Add +3.6% 1,088,500 $111.3M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -3.4% 987,754 $101.0M
Brown Advisory Inc. 0.16% Add +7.4% 982,552 $100.5M
Parnassus Investments, LLC 0.26% Add +17.6% 952,964 $97.4M
D. E. Shaw & Co. 0.06% Add +37.5% 938,328 $95.9M
Polar Capital Holdings Plc 0.23% Add +23.6% 806,376 $82.5M
Commerce Bank 0.34% Reduce -1.0% 753,951 $77.1M
Manufacturers Life Insurance Company, The 0.06% Add +6.9% 751,810 $76.9M
BNP Paribas Financial Markets 0.04% Add +596.4% 709,462 $72.5M
Junto Capital Management LP 1.31% New 693,604 $70.9M
CI Investments Inc. 0.20% Reduce -2.4% 611,249 $62.5M
Quantinno Capital Management LP 0.07% Reduce -11.2% 586,331 $60.0M
Rhumbline Advisers 0.04% Reduce -1.8% 581,163 $59.4M
Steadfast Capital Management LP 1.67% Add +294.2% 534,533 $54.7M
Chescapmanager LLC 7.02% No change 528,457 $54.0M
Gotham Asset Management 0.13% Add +12.0% 525,408 $53.7M
Principal Financial Group Inc. 0.03% Add +1.6% 499,990 $51.1M
Raymond James Financial Inc. 0.01% Reduce -40.5% 485,576 $49.7M
Sei Investments Co. 0.04% Reduce -5.0% 477,991 $48.9M
Schroder Investment Management Group 0.03% Reduce -9.4% 458,086 $46.9M
Tensile Capital Management LP 6.30% Reduce -17.6% 446,042 $45.6M
Swiss National Bank 0.02% Add +0.2% 441,955 $45.2M
Retirement Systems of Alabama 0.13% Reduce -9.2% 422,461 $43.2M
Jupiter Asset Management Ltd. 0.21% Add +2.5% 422,248 $43.2M
TD Asset Management Inc 0.04% Add +30.1% 419,464 $42.9M
Cookson Peirce & Co. Inc. 1.39% Reduce -5.1% 411,179 $42.0M
Nuveen, LLC 0.01% Reduce -17.7% 409,662 $41.9M
Pictet Asset Management Holding SA 0.04% Reduce -15.9% 377,642 $38.6M
Wells Fargo & Company 0.01% Reduce -8.3% 360,344 $36.8M
Osterweis Capital Management Inc. 1.96% Reduce -0.3% 353,146 $36.1M
Unisphere Establishment 0.31% No change 353,000 $36.1M
CIBC Bancorp USA Inc. 0.04% Reduce -24.7% 348,135 $35.6M
Barclays PLC 0.01% Reduce -12.1% 341,640 $34.9M
Millennium Management 0.02% Reduce -20.9% 338,780 $34.6M
Nomura Asset Management International Inc. 0.05% Add +11.8% 331,350 $33.9M
California Public Employees Retirement System 0.02% Reduce -20.1% 326,340 $33.4M
Legal & General Group Plc 0.01% Reduce -7.1% 316,811 $32.4M
Public Employees Retirement Association of Colorado 0.11% Reduce -8.1% 310,496 $31.7M
B. Metzler seel. Sohn & Co. AG 0.27% Add +1.1% 305,102 $31.2M
Dorsal Capital Management, LP 1.10% New 300,000 $30.7M
Freestone Grove Partners LP 0.20% New 295,214 $30.2M
Argent Capital Management LLC 0.94% Reduce -28.3% 291,309 $29.8M
Artemis Investment Management LLP 0.26% Reduce -1.1% 287,923 $29.4M
Clearbridge Investments, LLC 0.02% Reduce -18.7% 273,998 $28.0M
South Street Advisors LLC 3.55% Reduce -0.9% 267,135 $27.3M
OP Asset Management Ltd 0.28% Add +11.2% 256,490 $26.2M
USS Investment Management Ltd 0.10% New 255,664 $26.1M
California State Teachers Retirement System 0.02% Reduce -2.1% 255,424 $26.1M
Envestnet Asset Management Inc. 0.01% Add +4.3% 251,421 $25.7M
Ensign Peak Advisors, Inc 0.04% Add +0.1% 241,382 $24.7M
Avalon Trust Co 1.49% Reduce -0.5% 236,090 $24.1M
Vident Advisory, LLC 0.18% Reduce -0.3% 232,151 $23.7M
LMR Partners LLP 0.21% Add +28.6% 231,521 $23.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +5.7% 212,448 $21.7M
STRS Ohio 0.08% Add +9.4% 203,900 $20.8M
Hook Mill Capital Partners, LP 1.90% Add +2631.9% 199,945 $20.4M
Community Trust & Investment Co. 1.03% Reduce -0.7% 194,630 $19.9M
Loomis Sayles & Co. L P 0.02% Add +0.3% 189,163 $19.3M
Clarkston Capital Partners, LLC 1.62% Reduce -35.2% 187,615 $19.2M
Impax Asset Management Group plc 0.12% No change 180,000 $18.4M
State Board of Administration of Florida Retirement System 0.03% Reduce -3.0% 178,920 $18.3M
Westwood Holdings Group Inc. 0.14% Reduce -3.0% 178,725 $18.3M
Voya Investment Management LLC 0.02% Reduce -0.2% 178,444 $18.2M
Baird Financial Group, Inc. 0.02% New 171,096 $17.5M
Premier Fund Managers Ltd 1.56% Reduce -44.4% 168,099 $17.2M
Illinois Municipal Retirement Fund 0.19% Reduce -2.5% 160,579 $16.4M
Segall Bryant & Hamill, LLC 0.18% Add +22.6% 146,843 $15.0M
First Trust Advisors LP 0.01% Add +1.6% 146,445 $15.0M
CANADA LIFE ASSURANCE Co 0.02% Reduce -4.6% 146,473 $15.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -5.5% 139,355 $14.2M
American Century Companies Inc. 0.01% Reduce -26.9% 137,350 $14.0M
Intech Investment Management LLC 0.13% Reduce -17.1% 136,232 $13.9M
State of Wisconsin Investment Board 0.03% Reduce -12.5% 131,989 $13.5M
Public Employees Retirement System of Ohio 0.04% Add +3.9% 129,582 $13.2M
New York State Teachers Retirement System 0.02% Reduce -15.9% 126,333 $12.9M
Brant Point Investment Management LLC 2.85% No change 125,340 $12.8M
Curi Capital, LLC 0.20% Reduce -4.4% 124,618 $12.7M
Parkwood LLC 0.89% Add +32.2% 121,121 $12.4M
New York State Common Retirement Fund 0.02% Reduce -0.8% 118,975 $12.2M
Natixis Advisors, LLC 0.01% Reduce -2.8% 118,803 $12.1M
Focus Partners Wealth 0.01% Reduce -9.0% 117,726 $12.0M
Amundi 0.00% Add +115.0% 111,705 $11.4M
Interval Partners, LP 0.36% Add +93.5% 110,429 $11.3M
O'shaughnessy Asset Management, LLC 0.05% Reduce -4.5% 107,295 $11.0M
MetLife Investment Management, LLC 0.05% Reduce -2.3% 106,015 $10.8M
Royal Bank of Canada 0.00% Add +144.5% 105,270 $10.8M
Ararat Capital Management LP 4.96% Add +4.5% 103,467 $10.6M
Police & Firemen's Retirement System of New Jersey 0.08% Add +2.5% 98,639 $10.1M
Amalgamated Bank 0.07% Reduce -4.1% 98,223 $10.0M
Allianz Asset Management GmbH 0.01% Add +14.6% 98,176 $10.0M
Jupiter Topco LLC 0.00% — 96,973 $9.9M
Northwest & Ethical Investments L.P. 0.23% Add +43.6% 96,899 $9.9M
Contravisory Investment Management, Inc. 1.74% Reduce -1.6% 96,061 $9.8M
Treasurer of the State of North Carolina 0.02% Reduce -2.7% 93,395 $9.6M
LPL Financial LLC 0.00% Reduce -12.7% 91,498 $9.4M
Vanguard Global Advisers, LLC 0.00% Reduce -8.0% 91,312 $9.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +2.5% 91,075 $9.3M
KBC Group NV 0.02% Add +4.1% 88,584 $9.1M
Russell Investments Group, Ltd. 0.01% Reduce -1.6% 84,179 $8.6M
State of Tennessee, Department of Treasury 0.03% Reduce -1.8% 84,086 $8.6M
Alberta Investment Management Corp 0.06% New 83,900 $8.6M
Tradewinds, LLC. 1.89% Reduce -99.3% 504 $8.4M
Mutual of America Capital Management LLC 0.08% Reduce -3.3% 81,743 $8.4M
Citigroup Inc. 0.00% Reduce -59.5% 81,327 $8.3M
SG Americas Securities, LLC 0.00% Add +9.2% 78,053 $8.0M
Federation des caisses Desjardins du Quebec 0.02% Add +5.1% 75,483 $7.7M
Fifth Third Bancorp 0.01% Reduce -2.8% 73,256 $7.5M
Marshall Wace, LLP 0.01% New 72,453 $7.4M
State of New Jersey Common Pension Fund D 0.03% Reduce -2.4% 72,285 $7.4M
Corient Private Wealth LP 0.01% Reduce -9.3% 70,252 $7.2M
Teachers Retirement System of the State of Kentucky 0.05% No change 69,593 $7.1M
Jones Financial Companies LLLP 0.00% Reduce -1.6% 72,300 $7.1M
Cozad Asset Management Inc. 0.46% Reduce -8.9% 69,417 $7.1M
SaddleRock Capital Management LLC 6.81% Reduce -16.6% 69,027 $7.1M
Fifth Third Wealth Advisors LLC 0.20% Reduce -0.1% 68,819 $7.0M
Handelsbanken Fonder AB 0.02% Add +0.4% 67,841 $6.9M
Ethic Inc. 0.09% Add +12.1% 67,542 $6.9M
Great Lakes Advisors, LLC 0.05% Reduce -32.0% 65,820 $6.7M
Louisiana State Employees Retirement System 0.10% Add +0.8% 64,400 $6.6M
Yousif Capital Management, LLC 0.07% Reduce -5.9% 64,383 $6.6M
Empowered Funds, LLC 0.03% Add +8.5% 62,391 $6.4M
Prudential Financial Inc. 0.01% Reduce -36.9% 61,445 $6.3M
Thrivent Financial for Lutherans 0.01% Add +9.2% 61,184 $6.3M
Arizona State Retirement System 0.03% Reduce -0.8% 60,771 $6.2M
Howland Capital Management LLC 0.22% New 60,009 $6.1M
Boothbay Fund Management, LLC 0.12% Add +1756.5% 58,814 $6.0M
Oliver Luxxe Assets LLC 0.87% Reduce -0.1% 57,761 $5.9M
State of Alaska, Department of Revenue 0.06% Reduce -7.2% 57,366 $5.9M
Verdence Capital Advisors LLC 0.31% Reduce -2.3% 57,084 $5.8M
Vanguard Investments Australia, Ltd. 0.01% Add +2.1% 56,851 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -4.6% 52,722 $5.4M
Dean Investment Associates, LLC 0.71% Add +18.3% 52,597 $5.4M
Janney Montgomery Scott LLC 0.01% Reduce -8.3% 52,494 $5.4M
Kestra Advisory Services, LLC 0.02% Add +1.4% 51,902 $5.3M
Robbins Farley 2.04% Add +14.1% 51,845 $5.3M
State of Michigan Retirement System 0.02% Reduce -3.0% 51,500 $5.3M
KLP Kapitalforvaltning As 0.02% No change 50,800 $5.2M
Teacher Retirement System of Texas 0.01% Reduce -16.0% 50,310 $5.1M
Dynasty Wealth Management, LLC 0.04% Add +5.4% 49,619 $5.1M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.3% 49,538 $5.1M
Creative Planning 0.00% Reduce -5.2% 49,491 $5.1M
Corbyn Investment Management Inc. 2.00% Add +97.1% 48,508 $5.0M
QRG Capital Management, Inc. 0.04% Add +3.1% 47,763 $4.9M
Danske Bank A/S 0.01% Reduce -82.4% 47,456 $4.9M
New Mexico Educational Retirement Board 0.12% No change 47,436 $4.8M
Oregon Public Employees Retirement Fund 0.05% Add +0.5% 45,512 $4.7M
First American Bank 0.25% Reduce -0.5% 44,443 $4.5M
Nomura Asset Management Co. Ltd. 0.01% Reduce -30.7% 44,173 $4.5M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -28.2% 43,210 $4.4M
TD Waterhouse Canada Inc. 0.01% Add +1.8% 43,216 $4.4M
Mercer Global Advisors Inc. 0.01% Add +2.0% 43,079 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.1% 45,580 $4.4M
Stifel Financial Corp. 0.00% Add +192.0% 42,322 $4.3M
Two Sigma Investments, LP 0.00% Reduce -32.8% 42,247 $4.3M
Ameritas Investment Partners, Inc. 0.11% Reduce -0.3% 40,529 $4.1M
Captrust Financial Advisors 0.01% Reduce -9.8% 40,500 $4.1M
Pathstone Holdings, LLC 0.01% Add +5.9% 39,359 $4.0M
Truist Financial Corp. 0.00% Add +2.6% 37,247 $3.8M
Osaic Holdings, Inc. 0.00% Reduce -3.1% 37,201 $3.8M
Brevan Howard Capital Management LP 0.06% Reduce -18.8% 36,887 $3.8M
Kennedy Capital Management LLC 0.07% Add +35.5% 36,079 $3.7M
Hancock Whitney Corp. 0.06% Add +3.6% 35,359 $3.6M
Arax Advisory Partners 0.02% Add +3094.8% 34,344 $3.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +6.5% 33,960 $3.5M
Utah Retirement Systems 0.03% Reduce -8.7% 33,289 $3.4M
Catalyst Capital Advisors LLC 0.06% Reduce -3.5% 33,250 $3.4M
Cerity Partners LLC 0.00% Add +1.1% 31,841 $3.3M
Xponance LLC 0.02% Reduce -2.9% 31,612 $3.2M
Credit Agricole S A 0.01% No change 31,189 $3.2M
Federated Hermes, Inc. 0.00% Reduce -3.4% 30,473 $3.1M
New York Life Investment Management LLC 0.02% Add +11.3% 29,993 $3.1M
Keebeck Wealth Management 0.30% No change 29,816 $3.0M
US Bancorp \de 0.00% Add +1.5% 29,634 $3.0M
Atria Investments, Inc 0.03% Add +12.0% 29,624 $3.0M
South Dakota Investment Council 0.05% Reduce -0.7% 29,609 $3.0M
Westover Capital Advisors, LLC 0.50% Add +8.3% 29,163 $3.0M
Nisa Investment Advisors, LLC 0.01% Reduce -39.4% 28,935 $3.0M
Axq Capital, LP 0.29% Add +69.8% 26,500 $2.7M
Summit Trail Advisors, LLC 0.03% Reduce -6.6% 26,175 $2.7M
Dean Capital Management 0.97% Add +16.6% 26,115 $2.7M
Bridgewater Associates 0.01% Reduce -55.9% 25,754 $2.6M
Pacer Advisors, Inc. 0.01% Reduce -4.2% 24,828 $2.5M
&partners 0.01% Add +11.1% 24,364 $2.5M
Ritholtz Wealth Management 0.04% Reduce -11.3% 23,932 $2.4M
EP Wealth Advisors, LLC 0.01% Reduce -5.9% 23,825 $2.4M
Sirios Capital Management L P 0.29% Reduce -1.0% 23,392 $2.4M
Tidal Investments LLC 0.01% Reduce -0.4% 23,118 $2.4M
Eurizon Capital SGR S.p.A. 0.01% Reduce -23.1% 22,928 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.3% 22,818 $2.3M
Elevation Point Wealth Partners, LLC 0.04% Add +7.3% 22,555 $2.3M
HighTower Advisors, LLC 0.00% Reduce -24.3% 22,458 $2.3M
Numerai GP LLC 0.19% Add +250.2% 22,261 $2.3M
Gateway Investment Advisers LLC 0.02% Add +33.6% 21,742 $2.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -44.5% 21,709 $2.2M
PFA Pension, Forsikringsaktieselskab 0.01% New 21,680 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +318.8% 20,875 $2.1M
Cetera Investment Advisers 0.00% Reduce -12.0% 20,746 $2.1M
M&T Bank Corp 0.01% Add +16.7% 20,542 $2.1M
NewEdge Wealth, LLC 0.02% Add +2.1% 20,158 $2.1M
Jane Street Group, LLC 0.00% Reduce -95.6% 19,875 $2.0M
Quadrant Capital Group LLC 0.06% Reduce -1.9% 19,741 $2.0M
Eagle Rock Investment Company, LLC 0.25% No change 19,645 $2.0M
Stance Capital LLC 0.60% Add +3723.8% 19,119 $2.0M
Mackenzie Financial Corp. 0.00% Add +2.4% 19,028 $1.9M
Tower Research Capital LLC (TRC) 0.05% Add +84.3% 18,957 $1.9M
Crossmark Global Holdings, Inc. 0.02% Add +0.8% 18,505 $1.9M
Hantz Financial Services, Inc. 0.03% Reduce -4.8% 18,213 $1.9M
Man Group plc 0.00% Reduce -65.6% 18,112 $1.9M
Graham Capital Management, L.P. 0.07% New 18,041 $1.8M
Merit Financial Group, LLC 0.01% Reduce -0.5% 17,832 $1.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -74.9% 17,735 $1.8M
Savoir Faire Capital Management, L.P. 1.12% Add +41.9% 17,689 $1.8M
Callan Family Office, LLC 0.03% Reduce -0.4% 17,228 $1.8M
Strategic Wealth Partners, Ltd. 0.11% Reduce -0.1% 16,738 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -57.3% 16,521 $1.7M
Gradient Investments LLC 0.02% Add +12.6% 16,431 $1.7M
Advisors Asset Management, Inc. 0.02% Add +1.8% 15,932 $1.6M
Triangle Securities Wealth Management 0.32% Reduce -1.1% 15,826 $1.6M
MML Investors Services, LLC 0.00% Add +68.4% 15,800 $1.6M
Nilsine Partners, LLC 0.11% Add +3.0% 15,603 $1.6M
Securian Asset Management, Inc. 0.06% Add +0.2% 16,277 $1.6M
New Age Alpha Advisors, LLC 0.07% New 15,433 $1.6M
Wright Investors Service Inc. 0.43% Reduce -0.9% 15,381 $1.6M
Mgo One Seven LLC 0.03% Reduce -2.0% 15,176 $1.6M
Exchange Traded Concepts, LLC 0.01% Add +6.0% 15,027 $1.5M
Swiss Life Asset Management Ltd 0.01% Reduce -18.1% 14,821 $1.5M
Cornerstone Investment Partners, LLC 0.05% Add +0.6% 14,783 $1.5M
Sowell Financial Services LLC 0.05% Add +7.9% 14,670 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -1.4% 14,411 $1.5M
Tocqueville Asset Management L.P. 0.02% Reduce -2.5% 14,246 $1.5M
Savant Capital, LLC 0.00% Add +89.0% 14,338 $1.4M
Elo Mutual Pension Insurance Co 0.02% Reduce -66.4% 13,582 $1.4M
Bfsg, LLC 0.12% Add +2.2% 13,459 $1.4M
Fulton Bank, N.A. 0.04% Add +10.0% 13,419 $1.4M
HighVista Strategies LLC 0.30% New 13,000 $1.3M
United Asset Strategies, Inc. 0.09% Reduce -1.5% 12,303 $1.3M
Vise Technologies, Inc. 0.01% Add +89.8% 12,091 $1.2M
Pinebridge Investments LLC 0.01% New 12,031 $1.2M
Capital International Sarl 0.02% Reduce -41.3% 11,748 $1.2M
Pallas Capital Advisors LLC 0.04% Reduce -13.9% 11,660 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +16.5% 11,511 $1.2M
HB Wealth Management, LLC 0.01% Add +17.4% 11,462 $1.2M
Maryland State Retirement & Pension System 0.02% No change 11,252 $1.2M
Kesler, Norman & Wride, LLC 0.18% Reduce -7.1% 11,178 $1.1M
Allstate Corp. 0.01% Reduce -55.2% 11,155 $1.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -15.4% 11,099 $1.1M
NewEdge Advisors, LLC 0.00% Add +5.7% 10,962 $1.1M
Argos Wealth Advisors, LLC 0.29% Reduce -13.3% 10,811 $1.1M
DNB Asset Management AS 0.00% Reduce -74.1% 10,708 $1.1M
Edgestream Partners, L.P. 0.03% Reduce -39.3% 10,392 $1.1M
Alps Advisors Inc. 0.00% Add +94.9% 10,192 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -87.0% 9,956 $1.0M
Reliant Investment Partners, LLC 0.68% No change 9,705 $992K
TD Private Client Wealth LLC 0.02% Reduce -7.1% 9,515 $973K
Sanctuary Advisors, LLC 0.00% Reduce -18.6% 9,304 $951K
Icon Advisers Inc. 0.18% New 9,300 $951K
XTX Topco Ltd 0.01% New 9,224 $943K
Revolve Wealth Partners, LLC 0.10% New 9,063 $927K
Blueshift Asset Management, LLC 0.21% New 9,051 $925K
Compound Planning, Inc. 0.02% Reduce -0.5% 8,985 $919K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +8.2% 8,983 $919K
Tema ETFs LLC 0.03% Reduce -14.4% 8,943 $914K
MorganRosel Wealth Management, LLC 0.31% Add +38.3% 8,853 $905K
HSBC Holdings PLC 0.00% Add +2.1% 8,831 $903K
ProShare Advisors LLC 0.00% Reduce -1.8% 8,688 $888K
Nykredit A/S 0.00% — 8,647 $884K
Vestcor Inc 0.02% No change 8,440 $863K
Suncoast Equity Management 0.11% Reduce -6.0% 8,385 $857K
Evergreen Capital Management LLC 0.01% Reduce -24.7% 8,319 $851K
United Capital Financial Advisors, LLC 0.00% Reduce -9.4% 8,152 $834K
Guggenheim Capital LLC 0.01% Reduce -1.8% 8,084 $827K
Sterling Capital Management LLC 0.01% Reduce -61.1% 8,058 $824K
Arq Wealth Advisors, LLC 0.10% Reduce -2.6% 8,490 $816K
Krilogy Financial LLC 0.02% Reduce -8.1% 7,891 $807K
HMS Capital Management, LLC 0.30% Reduce -0.9% 7,872 $805K
Shufro Rose & Co. LLC 0.05% No change 7,860 $804K
Brighton Jones LLC 0.01% Reduce -22.5% 7,828 $800K
Tectonic Advisors LLC 0.04% Add +22.1% 7,649 $782K
J.W. Cole Advisors, Inc. 0.01% New 7,613 $778K
Kera Capital Partners, Inc. 0.07% Reduce -7.7% 7,602 $777K
Quantitative Investment Management, LLC 0.08% Add +65.0% 7,437 $760K
Walleye Capital LLC 0.00% Add +2375.7% 7,427 $759K
Shelton Capital Management 0.01% Reduce -2.0% 7,206 $737K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -14.7% 7,135 $730K
Ballentine Partners, LLC 0.01% Add +20.3% 7,131 $729K
EntryPoint Capital, LLC 0.18% No change 7,087 $725K
Praxis Investment Management Inc. 0.04% No change 7,032 $719K
Optimize Financial Inc. 0.26% Reduce -0.3% 7,017 $717K
Sound Capital Solutions LLC 0.17% — 7,017 $717K
Rockefeller Capital Management L.P. 0.00% Reduce -30.2% 6,969 $713K
Inscription Capital, LLC 0.06% Reduce -12.9% 6,939 $710K
GAMMA Investing LLC 0.03% Add +6.7% 6,939 $710K
Montanova Capital, LLC 0.01% Reduce -98.3% 6,920 $708K
Seeds Investor LLC 0.07% Reduce -4.2% 6,919 $708K
CIBC Asset Management Inc 0.00% Reduce -1.7% 6,820 $697K
CENTRAL TRUST Co 0.01% Add +13.8% 6,812 $697K
Orion Porfolio Solutions, LLC 0.01% Add +0.5% 6,729 $688K
Waterloo Capital, L.P. 0.04% Reduce -7.8% 6,707 $686K
North Dakota State Investment Board 0.03% Add +2.9% 6,669 $682K
Verition Fund Management LLC 0.01% Add +117.7% 6,665 $681K
Ellevest, Inc. 0.08% Add +9.8% 7,114 $671K
Highland Capital Management, LLC 0.03% Reduce -3.2% 6,416 $656K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +48.1% 6,436 $655K
Private Advisor Group, LLC 0.00% Reduce -6.0% 6,393 $654K
Banque Transatlantique SA 0.01% Add +0.7% 6,307 $645K
Horizon Investments, LLC 0.01% Add +17.2% 6,306 $645K
AlphaCore Capital LLC 0.01% Add +35.5% 6,259 $640K
Kiley Juergens Wealth Management, LLC 0.10% Reduce -3.1% 6,253 $639K
Congress Asset Management Co. 0.00% Add +43.3% 6,135 $627K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -56.4% 6,119 $626K
Prospera Financial Services Inc 0.01% Add +1.7% 6,111 $625K
Qtron Investments LLC 0.08% New 6,068 $620K
Sovereign's Capital Management, LLC 0.41% Reduce -2.2% 5,987 $612K
Atlas Capital Advisors Inc. 0.07% Add +12.9% 5,857 $599K
Affinity Investment Advisors, LLC 0.30% Reduce -43.4% 5,837 $597K
Spirepoint Private Client, LLC 0.05% Add +18.6% 5,790 $592K
Syon Capital LLC 0.03% Reduce -11.2% 5,789 $592K
One Wealth Advisors, LLC 0.07% Add +20.4% 5,758 $589K
Chicago Partners Investment Group LLC 0.01% Reduce -4.8% 6,120 $585K
Caprock Group, LLC 0.01% Reduce -54.4% 5,582 $571K
OneDigital Investment Advisors LLC 0.00% Reduce -72.3% 5,558 $568K
Oppenheimer Asset Management Inc. 0.01% Reduce -13.3% 5,545 $567K
Centiva Capital, LP 0.02% Reduce -44.6% 5,534 $566K
Severin Investments, LLC 0.41% New 5,386 $551K
Glenmede Trust Co. NA 0.00% Add +3.0% 5,352 $547K
AE Wealth Management LLC 0.00% Add +9.4% 5,327 $545K
Legacy Capital Group California, Inc. 0.16% Reduce -2.8% 5,314 $543K
Benjamin Edwards Inc. 0.01% Reduce -0.0% 5,314 $543K
Marks Group Wealth Management, Inc 0.05% Add +10.1% 5,301 $542K
Aristeia Capital, L.L.C. 0.02% New 5,132 $525K
Polymer Capital Management (US) LLC 0.08% Reduce -10.9% 5,114 $523K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 5,088 $520K
Versant Capital Management, Inc 0.05% Reduce -37.3% 5,068 $518K
Jag Capital Management, LLC 0.05% Reduce -15.4% 5,057 $517K
Camden National Bank 0.07% Add +1.3% 5,027 $514K
Ossiam 0.01% New 4,994 $511K
GLOBALT Investments LLC / GA 0.02% Reduce -0.3% 4,915 $503K
Frec Markets, Inc. 0.04% Add +99.8% 4,902 $501K
WealthTrust Axiom LLC 0.11% No change 4,900 $501K
Sagespring Wealth Partners, LLC 0.01% Reduce -9.8% 4,886 $500K
Baker Avenue Asset Management, LP 0.01% Reduce -7.9% 4,863 $497K
Assenagon Asset Management S.A. 0.00% Reduce -88.6% 4,800 $491K
National Bank of Canada 0.00% Add +10.6% 4,770 $489K
Coldstream Capital Management Inc. 0.01% Reduce -22.4% 4,759 $487K
Baader Bank Aktiengesellschaft 0.04% Add +4.9% 4,752 $486K
Farther Finance Advisors, LLC 0.00% Reduce -5.1% 4,707 $481K
Vontobel Holding Ltd. 0.00% Reduce -7.2% 4,703 $481K
Certuity, LLC 0.02% Reduce -4.0% 4,669 $477K
Nemes Rush Group LLC 0.04% Add +2.6% 4,669 $477K
Choreo, LLC 0.01% Reduce -11.5% 4,645 $475K
Aaron Wealth Advisors LLC 0.02% Reduce -35.4% 4,620 $472K
Resona Asset Management Co.,Ltd. 0.00% Reduce -1.4% 4,592 $470K
DAVENPORT & Co LLC 0.00% Reduce -76.3% 4,455 $456K
Wellspring Financial Advisors, LLC 0.03% Add +5.0% 4,453 $455K
Global Retirement Partners, LLC 0.01% — 4,399 $450K
First Bank & Trust 0.06% Add +9.6% 4,265 $436K
Greenleaf Trust 0.00% Add +33.7% 4,198 $429K
Composition Wealth, LLC 0.01% Add +1.4% 4,197 $429K
LVW Advisors, LLC 0.04% Add +2.3% 4,195 $429K
Profund Advisors LLC 0.01% Add +2.4% 4,107 $420K
Wedmont Private Capital 0.01% Add +7.2% 4,049 $409K
Panagora Asset Management Inc. 0.00% Reduce -96.5% 3,945 $403K
UMB Bank, n.a. 0.01% Reduce -4.1% 3,933 $402K
SageView Advisory Group, LLC 0.01% Reduce -3.9% 3,909 $400K
AlphaGrep UK Ltd 0.12% New 3,897 $398K
Crestwood Advisors Group, LLC 0.01% Reduce -1.6% 3,896 $398K
Waddell & Associates, LLC 0.02% No change 3,847 $393K
Dakota Wealth Management 0.01% Add +0.3% 3,802 $389K
Claro Advisors Inc. 0.04% Add +0.2% 3,771 $386K
Old National Bancorp 0.01% Add +5.3% 3,770 $385K
Peapack Gladstone Financial Corp. 0.00% Add +50.4% 3,755 $384K
TCW Group Inc. 0.00% Add +1.8% 3,685 $377K
Kaufman Rossin Wealth, LLC 0.18% Reduce -1.4% 3,787 $377K
Angeles Wealth Management, LLC 0.02% Add +6.9% 3,612 $369K
Transcend Capital Advisors, LLC 0.02% Add +12.2% 3,569 $365K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -1.4% 3,561 $364K
Sage Rhino Capital LLC 0.06% Reduce -1.9% 3,489 $357K
IFP Advisors, Inc 0.01% Add +4.4% 3,489 $357K
Park Avenue Securities LLC 0.00% Add +0.1% 3,483 $356K
Rafferty Asset Management, LLC 0.00% Add +11.7% 3,470 $355K
Kathmere Capital Management, LLC 0.02% Reduce -3.1% 3,469 $355K
Intrust Bank NA 0.03% Reduce -3.4% 3,445 $352K
Ascent Group, LLC 0.01% Reduce -8.2% 3,415 $349K
Optas, LLC 0.05% Reduce -18.1% 3,285 $336K
Annandale Capital, LLC 0.05% New 3,200 $327K
State of Wyoming 0.03% Reduce -2.8% 3,179 $325K
Pinnacle Financial Partners, Inc. 0.00% Reduce -6.9% 3,116 $319K
Parallel Advisors, LLC 0.00% Reduce -4.6% 3,101 $317K
DV Trading LLC 0.03% New 3,101 $317K
HUB Investment Partners, LLC 0.01% Reduce -11.6% 3,099 $317K
Integrated Wealth Concepts LLC 0.00% Add +9.0% 3,094 $316K
Sivia Capital Partners, LLC 0.04% No change 3,069 $314K
Cambria Investment Management, L.P. 0.02% Add +5.3% 3,062 $313K
DekaBank Deutsche Girozentrale 0.00% No change 3,389 $307K
Regal Investment Advisors LLC 0.02% Add +0.4% 2,981 $305K
Cidel Asset Management Inc. 0.01% Add +10.1% 2,947 $301K
Citizens Financial Group Inc. 0.00% New 2,917 $298K
VARCOV Co. 0.11% New 2,869 $293K
Kestra Private Wealth Services, LLC 0.00% Add +1.0% 2,850 $291K
MAI Capital Management 0.00% Add +327.3% 2,850 $291K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -33.7% 2,823 $289K
Abacus Wealth Partners, LLC 0.03% Reduce -29.9% 2,802 $287K
Bull Harbor Capital LLC 0.06% Reduce -11.0% 2,769 $283K
Blair William & Co. 0.00% Reduce -3.5% 2,684 $274K
Tower Wealth Partners, Inc. 0.13% Add +2.0% 2,648 $271K
Boston Family Office LLC 0.02% No change 2,640 $270K
Norden Group LLC 0.02% Add +18.0% 2,612 $267K
Concurrent Investment Advisors, LLC 0.00% New 2,607 $267K
Moneta Group Investment Advisors LLC 0.00% New 2,582 $264K
Chico Wealth RIA 0.14% Add +0.2% 2,556 $261K
Xxi Wealth, LLC 0.12% Add +3.5% 2,555 $261K
Keybank National Association 0.00% Add +7.2% 2,546 $260K
Birch Financial Group, LLC 0.13% Reduce -10.9% 2,522 $258K
Oxinas Partners, LLC 0.10% No change 2,468 $252K
Davis Investment Partners, LLC 0.08% No change 2,468 $252K
Meeder Advisory Services, Inc. 0.01% Add +11.5% 2,458 $251K
EverSource Wealth Advisors, LLC 0.01% Reduce -45.0% 2,449 $250K
Turtle Creek Wealth Advisors, LLC 0.01% New 2,445 $250K
Evolve Private Wealth, LLC 0.02% Reduce -39.4% 2,435 $249K
NorthCrest Asset Manangement, LLC 0.01% Add +3.7% 2,496 $248K
Smith, Moore & Co. 0.02% No change 2,415 $247K
Mirabella Financial Services LLP 0.03% Reduce -69.8% 2,335 $239K
LGT Group Foundation 0.00% No change 2,327 $238K
Allspring Global Investments Holdings, LLC 0.00% Reduce -97.0% 2,290 $233K
Fidelis Capital Partners, LLC 0.01% Add +0.5% 2,273 $232K
Wellington-Altus USA Inc. 0.16% No change 2,498 $230K
Proficio Capital Partners LLC 0.01% New 2,247 $230K
Signaturefd, LLC 0.00% Add +3.7% 2,212 $226K
Claret Asset Management Corp 0.02% Reduce -25.6% 2,202 $225K
Nomura Holdings Inc. 0.00% New 2,168 $222K
Quantum Financial Advisors, LLC 0.02% Reduce -3.9% 2,162 $221K
SummitTX Capital, L.P. 0.01% New 2,161 $221K
Werba Rubin Papier Wealth Management 0.03% Reduce -18.7% 2,153 $220K
Wealth Alliance, LLC 0.02% Reduce -6.6% 2,153 $220K
Prime Capital Investment Advisors, LLC 0.00% New 2,141 $219K
Rwwm, Inc. 0.02% New 2,137 $219K
Childress Capital Advisors, LLC 0.04% Reduce -4.1% 2,116 $216K
Snowden Capital Advisors LLC 0.01% Reduce -33.7% 2,108 $216K
Mechanics Bank Trust Department 0.03% New 2,105 $215K
Cigna Investments Inc. 0.03% New 2,102 $215K
Chilton Investment Co. Inc. 0.01% New 2,099 $215K
William Blair Investment Management, LLC 0.00% New 2,098 $215K
Mather Group, Llc. 0.00% No change 2,054 $210K
SYM FINANCIAL Corp 0.02% New 2,045 $209K
BW Gestao de Investimentos Ltda. 0.01% New 2,021 $207K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -73.6% 2,009 $206K
Wealthspire Advisors, LLC 0.00% Reduce -25.9% 2,006 $205K
Lanark Financial, Inc. 0.01% Reduce -2.1% 2,000 $205K
Summit Financial, LLC 0.00% New 1,998 $204K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.5% 1,910 $195K
Employees Retirement System of Texas 0.00% No change 1,911 $195K
Allworth Financial LP 0.00% Reduce -10.7% 1,869 $191K
Archer Investment Corp 0.04% No change 1,835 $188K
Assetmark, Inc. 0.00% Add +189.9% 1,815 $186K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.3% 1,769 $181K
Walleye Trading LLC 0.00% New 1,736 $178K
Larson Financial Group LLC 0.00% Reduce -8.5% 1,547 $158K
Steph & Co. 0.04% Add +24.2% 1,485 $152K
Compass Financial Management LLC 0.02% — 1,428 $146K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.1% 1,370 $140K
True Wealth Design, LLC 0.03% Reduce -12.8% 1,203 $123K
Paradigm Asset Management Co. LLC 0.03% Reduce -95.7% 1,200 $123K
Rosenberg Matthew Hamilton 0.02% No change 1,149 $117K
V-Square Quantitative Management LLC 0.01% Add +17.9% 1,104 $113K
Carolina Wealth Advisors, LLC 0.04% No change 1,000 $102K
Smartleaf Asset Management LLC 0.00% No change 995 $102K
Los Angeles Capital Management LLC 0.00% Reduce -91.9% 963 $98K
Ancora Advisors LLC 0.00% No change 940 $96K
CoreCap Advisors, LLC 0.00% Add +1.1% 856 $88K
Blue Trust, Inc. 0.00% Reduce -0.6% 824 $84K
Essential Partners LLC 0.04% Reduce -93.7% 823 $84K
Deseret Mutual Benefit Administrators 0.03% Reduce -9.4% 784 $80K
Continuum Advisory, LLC 0.01% New 771 $79K
Geneos Wealth Management Inc. 0.00% Add +196.1% 755 $77K
Fortitude Family Office, LLC 0.01% Add +233.5% 737 $75K
First Horizon Corp. 0.00% Add +24.9% 653 $67K
Huntington National Bank 0.00% Add +27.7% 645 $66K
Quent Capital, LLC 0.00% Reduce -3.8% 634 $65K
Harvest Fund Management Co., Ltd 0.00% Reduce -1.3% 619 $63K
SJS Investment Consulting Inc. 0.01% Reduce -2.2% 582 $60K
Wolverine Asset Management LLC 0.00% No change 540 $55K
Nalls Sherbakoff Group, LLC 0.04% No change 483 $49K
Steward Partners Investment Advisory, LLC 0.00% Reduce -84.4% 459 $47K
Parkside Financial Bank & Trust 0.00% Add +1.9% 432 $44K
Rothschild Investment LLC 0.00% Add +0.7% 424 $43K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 383 $39K
NFSG Corp 0.00% Reduce -91.1% 376 $38K
Bayforest Capital Ltd 0.03% Reduce -39.1% 367 $38K
Anchor Investment Management, LLC 0.00% Add +18.7% 356 $36K
Smithfield Trust Co 0.00% No change 333 $34K
Millstone Evans Group, LLC 0.02% Add +68.8% 324 $33K
Measured Wealth Private Client Group, LLC 0.01% Add +8.8% 323 $33K
Pinnacle Bancorp, Inc. 0.01% No change 310 $32K
Harbour Investments, Inc. 0.00% No change 302 $31K
Institute for Wealth Management, LLC. 0.00% New 300 $31K
AdvisorNet Financial, Inc 0.00% New 277 $28K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 277 $28K
SBI Securities Co., Ltd. 0.00% Reduce -1.5% 266 $27K
Keating Financial Advisory Services, Inc. 0.00% Add +50.3% 263 $27K
JFS Wealth Advisors, LLC 0.00% No change 262 $27K
Armstrong Advisory Group, Inc. 0.00% No change 250 $26K
Asset Management One Co., Ltd. 0.00% New 233 $24K
Financial Consulate, Inc. 0.00% Add +736.0% 209 $21K
Clearstead Trust, LLC 0.00% No change 206 $21K
Richardson Capital Management LLC 0.01% No change 200 $20K
Rossby Financial, LCC 0.00% Add +29.9% 200 $20K
Bell Investment Advisors, Inc 0.00% Reduce -1.0% 194 $20K
Bare Financial Services, Inc 0.00% Add +70.8% 193 $20K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.6% 190 $19K
Vanguard National Trust Co 0.00% Add +203.2% 188 $19K
Covestor Ltd 0.01% Add +10.8% 174 $18K
Retirement Wealth Solutions LLC 0.01% Reduce -5.4% 175 $18K
Silver Grove Financial Group, Inc. 0.01% New 171 $17K
Fiduciary Financial Advisors 0.00% New 173 $17K
Cherry Tree Wealth Management, LLC 0.00% No change 161 $16K
Bogart Wealth, LLC 0.00% Add +75.0% 161 $16K
Owl Creek Wealth Partners LLC 0.00% Add +7.1% 150 $15K
WPG Advisers, LLC 0.01% Add +27.8% 147 $15K
Ogorek Anthony Joseph /NY/ 0.00% No change 151 $15K
Wilkerson Advisory Group LLC 0.00% No change 143 $15K
CVA Family Office, LLC 0.00% Reduce -56.4% 139 $14K
Asset Dedication, LLC 0.00% Add +19.1% 137 $14K
Elevation Wealth Partners, LLC 0.00% No change 126 $13K
Addison Advisors LLC 0.01% Reduce -22.6% 113 $12K
High Note Wealth, LLC 0.00% No change 110 $11K
Caldwell Sutter Capital, Inc. 0.00% No change 106 $11K
Cedar Mountain Advisors, LLC 0.00% No change 99 $10K
Raffa Wealth Management, LLC 0.00% Add +10.0% 99 $10K
IMA Advisory Services, Inc. 0.00% Add +49.2% 97 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 97 $10K
Rialto Wealth Management, LLC 0.00% Add +67.9% 94 $10K
HighMark Wealth Management LLC 0.00% No change 92 $9K
Kemnay Advisory Services Inc. 0.00% Add +9.5% 92 $9K
SHP Wealth Management 0.00% Add +11.0% 91 $9K
Zions Bancorporation, National Association 0.00% Reduce -37.0% 87 $9K
Transamerica Financial Advisors, LLC 0.00% Reduce -76.8% 86 $9K
Brown Brothers Harriman & Co. 0.00% No change 83 $8K
Marquette Asset Management, LLC 0.00% No change 82 $8K
Eastern Bank 0.00% New 79 $8K
Clearstead Advisors, LLC 0.00% Reduce -97.1% 77 $8K
United Financial Planning Group LLC 0.00% No change 74 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 73 $7K
Creative Financial Designs Inc. 0.00% Reduce -64.7% 70 $7K
Bokf, NA 0.00% Reduce -60.9% 70 $7K
Capital Advisors, Ltd. LLC 0.00% No change 64 $7K
LRI Investments, LLC 0.00% Reduce -68.8% 68 $7K
Cromwell Holdings LLC 0.00% Add +112.9% 66 $7K
Cornerstone Financial Management LLC 0.01% Add +12.7% 62 $6K
Physician Wealth Advisors, Inc. 0.00% Add +785.7% 62 $6K
Dogwood Wealth Management LLC 0.00% No change 61 $6K
S&T Bank 0.00% New 61 $6K
Private Trust Co. NA 0.00% Reduce -11.8% 60 $6K
Elevated Capital Advisors, LLC 0.00% No change 58 $6K
Sachetta, LLC 0.00% Add +366.7% 56 $6K
Manning & Napier Advisors LLC 0.00% New 55 $6K
Creative Capital Management Investments LLC 0.00% New 55 $6K
JPL Wealth Management, LLC 0.00% Reduce -9.3% 49 $5K
Kelleher Financial Advisors 0.00% New 49 $5K
Ameriflex Group, Inc. 0.00% New 49 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 48 $5K
Provenance Wealth Advisors, LLC 0.00% No change 47 $5K
Harbor Investment Advisory, LLC 0.00% Reduce -28.8% 47 $5K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 46 $5K
North Star Investment Management Corp. 0.00% Reduce -2.2% 45 $5K
Cornerstone Planning Group LLC 0.00% Add +253.8% 46 $4K
Salomon & Ludwin, LLC 0.00% No change 42 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +10.8% 41 $4K
IFG Advisory, LLC 0.00% New 40 $4K
SouthState Bank Corp 0.00% Add +46.1% 38 $4K
Meeder Asset Management Inc. 0.00% Reduce -78.2% 38 $4K
First Command Advisory Services, Inc. 0.00% Reduce -35.6% 38 $4K
Torren Management, LLC 0.00% No change 36 $4K
Trifecta Capital Advisors, LLC 0.00% New 35 $4K
JNBA Financial Advisors 0.00% Add +29.6% 35 $4K
Synergy Investment Management, LLC 0.00% New 34 $3K
Signature Equity Partners, LLC 0.00% Add +3.1% 33 $3K
Private Wealth Management Group, LLC 0.00% No change 32 $3K
Kilter Group LLC 0.00% Reduce -23.1% 30 $3K
Avion Wealth 0.00% Add +157.1% 36 $3K
CKW Financial Group 0.00% New 26 $3K
William B. Walkup & Associates, Inc. 0.00% New 28 $3K
HFM Investment Advisors, LLC 0.00% Add +75.0% 28 $3K
Triumph Capital Management 0.00% Reduce -66.3% 28 $3K
Principia Wealth Advisory, LLC 0.00% Add +22.7% 27 $3K
MidFirst Bank 0.00% No change 26 $3K
Dunhill Financial, LLC 0.00% No change 25 $3K
Fairman Group, LLC 0.00% No change 24 $2K
Abound Wealth Management 0.00% No change 22 $2K
Hughes Financial Services, LLC 0.00% Add +83.3% 22 $2K
N.E.W. Advisory Services LLC 0.00% No change 22 $2K
Cassaday & Co Wealth Management LLC 0.00% Reduce -71.4% 22 $2K
Aventura Private Wealth, LLC 0.00% No change 21 $2K
CX Institutional 0.00% Reduce -85.4% 21 $2K
Whipplewood Advisors, LLC 0.00% Reduce -90.1% 18 $2K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -10.0% 18 $2K
International Assets Investment Management, LLC 0.00% Reduce -76.5% 16 $2K
Montag A & Associates Inc. 0.00% No change 15 $2K
Prestige Wealth Management Group LLC 0.00% No change 15 $2K
Mosley Wealth Management 0.00% New 14 $1K
Decker Retirement Planning Inc. 0.00% New 13 $1K
1015 Capital Partners, LLC 0.00% No change 13 $1K
Quaker Wealth Management, LLC 0.00% Add +100.0% 12 $1K
American Capital Advisory, LLC 0.00% Add +300.0% 12 $1K
Providence Capital Advisors, LLC 0.00% New 11 $1K
Wolff Wiese Magana LLC 0.00% No change 10 $1K
MV Capital Management, Inc. 0.00% Add +150.0% 10 $1K
Stone House Investment Management, LLC 0.00% No change 10 $1K
Bellevue Asset Management, LLC 0.00% New 10 $1K
Pin Oak Investment Advisors Inc. 0.00% New 9 $1K
Activest Wealth Management 0.00% New 7 $716
DecisionPoint Financial, LLC 0.00% New 7 $714
Halbert Hargrove Global Advisors, LLC 0.00% New 7 $695
Davis Capital Management 0.00% Add +500.0% 6 $614
Seneschal Advisors, LLC 0.00% No change 6 $614
Highline Wealth Partners LLC 0.00% Reduce -93.5% 6 $614
GHP Investment Advisors, Inc. 0.00% No change 5 $512
Rakuten Securities, Inc. 0.00% Reduce -37.5% 5 $511
Spire Wealth Management 0.00% Reduce -83.9% 5 $511
Planning Strategies Inc. 0.00% — 4 $409
Motco 0.00% New 4 $409
Cordant, Inc. 0.00% New 3 $339
Maryland Capital Advisors Inc. 0.00% — 2 $205
Manchester Capital Management LLC 0.00% No change 2 $205
Financial Management Professionals, Inc. 0.00% No change 2 $205
West Branch Capital LLC 0.00% No change 2 $205
TFC Financial Management, Inc. 0.00% No change 1 $103
Plante Moran Financial Advisors, LLC 0.00% New 1 $102
Navigoe, LLC 0.00% New 7 $0

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