United TherapeuticsUTHR

13F holders, Q1 2025 (March 31)
673holders
80new positions
81sold out
9famous investors
$308.08avg. 13F price*

At the end of Q1 2025, 673 institutions reported holding United Therapeutics Corp. (UTHR) in their 13F filings, unchanged from Q4 2024. 80 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($1.7B), Vanguard Group Inc. ($1.4B) and Avoro Capital Advisors LLC ($824.6M). 9 famous investors held it, including Jim Simons / Peter Brown (1.0% of Renaissance Technologies's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Ray Dalio (0.3% of Bridgewater Associates's portfolio).

Company
United Therapeutics Corp.
CUSIP
91307C102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 524Q1 2024Q2 2024: 568Q2 2024Q3 2024: 626Q3 2024Q4 2024: 673Q4 2024Q1 2025: 673Q1 2025Q2 2025: 671Q2 2025Q3 2025: 708Q3 2025Q4 2025: 837Q4 2025Q1 2026: 854Q1 2026Q2 2026: 884Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions80$329.6M
Exits81$108.1M

All 13F filers, Q4 2024 → Q1 2025: 3,936,218 shares bought and 3,290,559 shares sold, net +645,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 673 holders

BlackRock, Inc. 0.04% Add +1.6% 5,446,092 $1.7B
Vanguard Group Inc. 0.02% Add +0.3% 4,457,135 $1.4B
Avoro Capital Advisors LLC 12.87% Reduce -3.1% 2,675,000 $824.6M
State Street Corp. 0.03% Add +1.4% 2,230,708 $687.7M
Renaissance Technologies 0.98% Add +0.8% 2,106,992 $649.5M
Wellington Management Group LLP 0.12% Reduce -17.8% 2,026,416 $624.7M
Geode Capital Management, LLC 0.03% Add +7.5% 1,223,993 $377.2M
FMR LLC 0.02% Reduce -22.2% 1,144,603 $352.8M
LSV Asset Management 0.67% Reduce -0.7% 902,323 $278.2M
AQR Capital Management 0.28% Reduce -6.9% 908,448 $273.3M
Dimensional Fund Advisors LP 0.05% Add +0.7% 624,711 $192.6M
Pacer Advisors, Inc. 0.44% Reduce -8.3% 548,092 $169.0M
Assetmark, Inc. 0.44% Add +20.8% 518,450 $159.8M
Fuller & Thaler Asset Management, Inc. 0.59% Reduce -7.8% 491,127 $151.4M
Caisse de depot et placement du Quebec 0.31% Add +22.5% 477,757 $147.3M
Northern Trust Corp. 0.02% Reduce -3.6% 471,365 $145.3M
Norges Bank 0.02% Add +8.4% 466,353 $143.8M
Invesco Ltd. 0.03% Add +46.1% 465,115 $143.4M
Alliancebernstein L.P. 0.05% Reduce -35.8% 454,983 $140.3M
Morgan Stanley 0.01% Add +2.2% 420,795 $129.7M
Bank of New York Mellon Corp 0.02% Add +0.2% 400,207 $123.4M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -26.6% 398,230 $122.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -5.3% 350,858 $108.2M
Amundi 0.04% Add +198.8% 350,193 $107.6M
Swedbank AB 0.14% Reduce -1.5% 330,513 $101.9M
Vaughan Nelson Investment Management, L.P. 1.01% New 328,783 $101.4M
Frontier Capital Management Co. LLC 1.06% Add +28.8% 313,818 $96.7M
First Trust Advisors LP 0.08% Reduce -2.0% 298,028 $91.9M
Epoch Investment Partners, Inc. 0.46% Add +26.4% 285,873 $88.1M
AustralianSuper Pty Ltd 0.49% Add +49.0% 282,739 $87.2M
Deerfield Management Company, L.P. 1.92% New 275,226 $84.8M
Nuveen, LLC 0.03% — 270,975 $83.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +10.9% 257,662 $79.4M
Victory Capital Management Inc. 0.08% Add +27.4% 246,359 $75.9M
Franklin Resources Inc. 0.02% Reduce -25.9% 244,112 $75.3M
Lord, Abbett & Co. LLC 0.28% Add +12.6% 243,921 $75.2M
Bank of America Corp. 0.01% Add +33.6% 239,223 $73.7M
Robeco Institutional Asset Management B.V. 0.14% Add +17.9% 226,287 $69.8M
Marshall Wace, LLP 0.09% New 212,996 $65.7M
Thrivent Financial for Lutherans 0.14% Add +0.7% 205,631 $63.4M
California Public Employees Retirement System 0.04% Reduce -1.9% 205,241 $63.3M
JPMorgan Chase & Co. 0.00% Add +4.4% 200,686 $61.9M
Pictet Asset Management Holding SA 0.07% Add +69.9% 200,657 $61.8M
Bridgewater Associates 0.28% Add +79.9% 193,784 $59.7M
Janus Henderson Group PLC 0.03% Reduce -59.2% 191,389 $58.7M
Legal & General Group Plc 0.02% Add +9.6% 190,370 $58.7M
T. Rowe Price Associates Inc. 0.01% Reduce -52.3% 189,731 $58.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.43% — 186,200 $57.4M
Comerica Bank 0.24% Add +5.7% 184,603 $56.9M
Qube Research & Technologies Ltd 0.09% Add +65.5% 182,590 $56.3M
HSBC Holdings PLC 0.04% Reduce -12.3% 179,706 $55.4M
Acadian Asset Management LLC 0.16% Add +1657.8% 179,205 $55.2M
Soleus Capital Management, L.P. 3.76% Add +42.0% 155,394 $47.9M
TD Asset Management Inc 0.04% Reduce -1.7% 147,911 $45.6M
Polaris Capital Management, LLC 2.42% Add +3.9% 137,050 $42.2M
Deutsche Bank AG 0.02% Reduce -6.4% 134,483 $41.5M
UBS Group AG 0.01% Add +40.2% 133,317 $41.1M
Rhumbline Advisers 0.04% Reduce -1.1% 124,900 $38.5M
Seizert Capital Partners, LLC 1.72% Add +203.3% 121,970 $37.6M
Swiss National Bank 0.03% Add +0.1% 119,555 $36.9M
Natixis Advisors, LLC 0.07% Add +763.4% 118,582 $36.6M
Retirement Systems of Alabama 0.14% Reduce -8.8% 118,188 $36.4M
Principal Financial Group Inc. 0.02% Add +0.3% 111,861 $34.5M
KBC Group NV 0.10% Reduce -11.3% 109,086 $33.6M
Wedge Capital Management L L P 0.64% Add +35.0% 107,276 $33.1M
Palo Alto Investors LP 6.18% Reduce -32.4% 105,228 $32.4M
Andra AP-fonden 0.52% Add +53.3% 102,100 $31.5M
Skandinaviska Enskilda Banken AB (publ) 0.15% Add +20.1% 100,854 $31.1M
Krensavage Asset Management, LLC 16.74% Add +6.7% 98,228 $30.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +4.3% 97,727 $30.1M
Aware Super Pty Ltd as trustee of Aware Super 0.50% Add +10.0% 95,312 $29.4M
Storebrand Asset Management As 0.09% Reduce -1.0% 94,586 $29.2M
Clark Capital Management Group, Inc. 0.21% Reduce -50.2% 94,364 $29.1M
Loomis Sayles & Co. L P 0.04% Add +17.5% 92,155 $28.4M
Schroder Investment Management Group 0.03% Reduce -43.6% 92,310 $28.3M
DekaBank Deutsche Girozentrale 0.06% Reduce -0.4% 93,165 $28.2M
Gotham Asset Management 0.23% Add +46.0% 89,342 $27.5M
Summit Street Capital Management, LLC 4.56% Add +2.2% 88,774 $27.4M
Los Angeles Capital Management LLC 0.12% Reduce -16.0% 86,994 $26.8M
BI Asset Management Fondsmaeglerselskab A/S 0.29% Reduce -1.6% 83,866 $25.9M
Allspring Global Investments Holdings, LLC 0.04% Reduce -2.2% 82,764 $25.4M
CANADA LIFE ASSURANCE Co 0.04% Add +14.7% 80,728 $24.9M
Barclays PLC 0.01% Add +7.0% 79,948 $24.6M
Candriam S.C.A. 0.15% Add +6.2% 79,213 $24.4M
Nitorum Capital, L.P. 3.38% Reduce -18.2% 78,047 $24.1M
Man Group plc 0.07% Add +65.9% 77,503 $23.9M
Goldman Sachs Group Inc. 0.00% Reduce -20.7% 76,356 $23.5M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +64.0% 74,959 $23.1M
Wells Fargo & Company 0.01% Reduce -2.9% 74,077 $22.8M
Envestnet Asset Management Inc. 0.01% Add +18.1% 71,909 $22.2M
Manufacturers Life Insurance Company, The 0.02% Reduce -41.8% 71,761 $22.1M
Railway Pension Investments Ltd 0.31% Add +4.0% 70,600 $21.8M
Citigroup Inc. 0.02% Reduce -23.5% 70,338 $21.7M
Hudson Bay Capital Management LP 0.15% Reduce -3.6% 67,819 $20.9M
Allianz Asset Management GmbH 0.03% Add +96.9% 67,576 $20.8M
Ameriprise Financial Inc. 0.01% Reduce -1.0% 66,230 $20.4M
Royal Bank of Canada 0.00% Add +99.8% 65,789 $20.3M
Ostrum Asset Management 1.06% Add +1076.6% 65,617 $20.2M
Assenagon Asset Management S.A. 0.04% Add +18.7% 65,405 $20.2M
California State Teachers Retirement System 0.02% Add +1.2% 63,708 $19.6M
Atwood & Palmer Inc. 1.36% Reduce -1.4% 63,696 $19.6M
Russell Investments Group, Ltd. 0.03% Reduce -27.7% 63,654 $19.6M
Glenmede Trust Co. NA 0.10% Reduce -4.3% 60,763 $18.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +4.9% 60,630 $18.7M
Poplar Forest Capital LLC 3.28% Reduce -0.1% 59,833 $18.4M
KLP Kapitalforvaltning As 0.09% Add +37.6% 59,600 $18.4M
Danske Bank A/S 0.06% Reduce -14.3% 59,284 $18.3M
Achmea Investment Management B.V. 0.27% Add +61.0% 59,180 $18.2M
MPM Bioimpact LLC 3.12% Add +156.1% 58,907 $18.2M
Nepsis Inc. 4.46% Add +6.7% 58,574 $18.1M
Empowered Funds, LLC 0.25% Add +169.3% 57,975 $17.9M
Sei Investments Co. 0.02% Add +10.9% 57,796 $17.8M
Eversept Partners, LP 2.01% Add +31.5% 57,489 $17.7M
Raymond James Financial Inc. 0.01% Add +7.3% 55,545 $17.1M
New York State Teachers Retirement System 0.04% Reduce -5.8% 55,311 $17.1M
Globeflex Capital L P 1.56% No change 54,858 $16.9M
Jupiter Asset Management Ltd. 0.15% New 50,627 $15.6M
Korea Investment CORP 0.04% Add +25.7% 49,389 $15.2M
Corebridge Financial, Inc. 0.09% Reduce -2.4% 49,306 $15.2M
Voloridge Investment Management, LLC 0.06% Add +606.4% 48,485 $14.9M
Prudential Financial Inc. 0.02% Reduce -27.2% 48,428 $14.9M
Eventide Asset Management, LLC 0.29% Reduce -30.4% 47,241 $14.6M
State Board of Administration of Florida Retirement System 0.03% Add +11.9% 47,143 $14.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +44.0% 46,746 $14.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -0.2% 46,690 $14.4M
Portolan Capital Management, LLC 1.06% Add +216.3% 45,068 $13.9M
Voya Investment Management LLC 0.02% Add +15.7% 44,595 $13.7M
AXA S.A. 0.04% Reduce -12.0% 42,082 $13.0M
Erste Asset Management GmbH 0.15% Reduce -16.6% 39,295 $12.1M
BNP Paribas Financial Markets 0.01% Add +6.5% 38,461 $11.9M
American Century Companies Inc. 0.01% Add +0.4% 38,320 $11.8M
Ensign Peak Advisors, Inc 0.02% Reduce -0.7% 37,394 $11.5M
Macquarie Group Ltd. 0.01% Add +1.3% 36,641 $11.3M
Citadel Advisors 0.01% Add +77.9% 36,184 $11.2M
Rafferty Asset Management, LLC 0.05% Reduce -5.6% 35,962 $11.1M
State of Wisconsin Investment Board 0.03% Reduce -4.7% 34,913 $10.8M
New York State Common Retirement Fund 0.01% Reduce -4.6% 33,215 $10.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -0.3% 32,153 $9.9M
Treasurer of the State of North Carolina 0.04% Reduce -23.2% 31,702 $9.8M
National Pension Service 0.01% No change 31,442 $9.7M
Intech Investment Management LLC 0.10% Add +1.4% 30,935 $9.5M
Galvin, Gaustad & Stein, LLC 0.85% Add +15.0% 30,488 $9.4M
D. E. Shaw & Co. 0.01% Reduce -30.1% 30,266 $9.3M
Lazard Asset Management LLC 0.02% Add +15.6% 29,439 $9.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +24.9% 29,100 $9.0M
Crawford Fund Management, LLC 5.76% Add +30.6% 28,315 $8.7M
Brandywine Global Investment Management, LLC 0.06% Add +0.7% 27,310 $8.4M
Asset Management One Co., Ltd. 0.03% Reduce -0.9% 25,873 $8.0M
LPL Financial LLC 0.00% Add +77.3% 25,246 $7.8M
MetLife Investment Management, LLC 0.04% Reduce -1.5% 24,775 $7.6M
Capital Fund Management S.A. 0.09% Reduce -40.2% 24,061 $7.4M
Mutual of America Capital Management LLC 0.08% Reduce -2.6% 22,978 $7.1M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.3% 22,664 $7.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +48.6% 21,590 $6.7M
Nomura Asset Management Co. Ltd. 0.02% Reduce -12.5% 21,546 $6.6M
Amalgamated Bank 0.06% Reduce -4.1% 21,260 $6.6M
Capital Impact Advisors, LLC 2.49% — 21,112 $6.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.37% Reduce -25.3% 21,000 $6.5M
Nisa Investment Advisors, LLC 0.03% Reduce -17.8% 20,955 $6.5M
HighTower Advisors, LLC 0.01% Add +8.1% 20,362 $6.3M
Resona Asset Management Co.,Ltd. 0.04% Add +4.0% 20,319 $6.3M
Commonwealth Equity Services, LLC 0.01% Add +132.1% 19,790 $6.1M
Panagora Asset Management Inc. 0.03% Add +1710.2% 19,315 $6.0M
Susquehanna Fundamental Investments, LLC 0.10% Reduce -63.0% 18,696 $5.8M
Fisher Asset Management 0.00% Add +13.8% 18,589 $5.7M
Bank of Montreal 0.00% Reduce -3.5% 18,497 $5.7M
Jane Street Group, LLC 0.01% Reduce -57.8% 18,346 $5.7M
Vident Advisory, LLC 0.08% Add +45.2% 17,741 $5.5M
State of Tennessee, Department of Treasury 0.02% No change 17,460 $5.4M
Corient Private Wealth LP 0.01% Reduce -7.7% 17,256 $5.3M
Oppenheimer Asset Management Inc. 0.07% Reduce -6.2% 17,116 $5.3M
Avidity Partners Management LP 1.07% New 16,800 $5.2M
Martingale Asset Management L P 0.13% Reduce -51.5% 16,798 $5.2M
QRG Capital Management, Inc. 0.05% Reduce -1.4% 16,725 $5.2M
State of Alaska, Department of Revenue 0.06% Add +0.8% 16,692 $5.1M
Illinois Municipal Retirement Fund 0.07% No change 16,238 $5.0M
Yousif Capital Management, LLC 0.06% Reduce -1.0% 16,207 $5.0M
Balyasny Asset Management L.P. 0.01% New 15,844 $4.9M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.6% 15,827 $4.9M
Mercer Global Advisors Inc. 0.01% Add +1.6% 15,803 $4.9M
Cibc World Market Inc. 0.01% Reduce -38.8% 15,499 $4.8M
Public Employees Retirement System of Ohio 0.02% Reduce -5.0% 15,477 $4.8M
Mediolanum International Funds Ltd 0.06% Add +192.2% 15,257 $4.7M
Mitchell Capital Management Co. 0.88% Reduce -4.5% 14,960 $4.6M
Ruffer LLP 0.17% Add +25.6% 14,374 $4.4M
Summit Global Investments 0.32% Reduce -61.0% 14,058 $4.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -9.3% 13,997 $4.3M
Teachers Retirement System of the State of Kentucky 0.04% No change 13,992 $4.3M
L2 Asset Management, LLC 0.88% Add +10.5% 13,897 $4.3M
Prudential PLC 0.02% Add +42.1% 13,828 $4.3M
First Financial Bankshares Inc 0.09% Add +0.3% 13,769 $4.2M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -50.0% 13,541 $4.2M
Investment Management Corp of Ontario 0.08% Reduce -56.0% 13,147 $4.1M
Hohimer Wealth Management, LLC 0.77% Add +0.3% 12,651 $3.9M
Hussman Strategic Advisors, Inc. 0.94% Add +50.0% 12,600 $3.9M
Louisiana State Employees Retirement System 0.08% Add +0.8% 12,500 $3.9M
State of Michigan Retirement System 0.02% Add +1.6% 12,432 $3.8M
Osaic Holdings, Inc. 0.01% Reduce -21.0% 12,420 $3.8M
Evergreen Capital Management LLC 0.13% Add +806.8% 12,260 $3.8M
Arizona State Retirement System 0.02% Reduce -0.1% 12,255 $3.8M
Squarepoint Ops LLC 0.01% New 12,096 $3.7M
Burney Co./ 0.13% Reduce -50.2% 11,917 $3.7M
Alaska Permanent Fund Corp 0.05% No change 11,924 $3.6M
Cardinal Capital Management 0.56% Add +5.7% 11,699 $3.6M
Teacher Retirement System of Texas 0.01% Reduce -10.4% 11,602 $3.6M
Tidal Investments LLC 0.03% Add +18.5% 11,504 $3.5M
Longbow Finance SA 0.41% New 11,226 $3.5M
Handelsbanken Fonder AB 0.01% No change 11,100 $3.4M
Guggenheim Capital LLC 0.03% Add +5.7% 11,037 $3.4M
Paralel Advisors LLC 0.14% No change 10,929 $3.4M
Signet Financial Management, LLC 0.45% Add +0.7% 10,895 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +8.2% 10,672 $3.3M
Van Eck Associates Corp. 0.00% Add +1.9% 10,447 $3.2M
Pinebridge Investments, L.P. 0.03% Reduce -69.0% 10,237 $3.2M
Parkman Healthcare Partners LLC 0.37% Reduce -72.7% 10,232 $3.2M
SG Americas Securities, LLC 0.01% Add +210.9% 10,085 $3.1M
American Assets Investment Management, LLC 0.27% No change 10,000 $3.1M
Royce & Associates LP 0.03% No change 10,000 $3.1M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.0% 9,926 $3.1M
South Dakota Investment Council 0.06% Add +2.1% 9,838 $3.0M
FORA Capital, LLC 0.30% Add +80.4% 9,689 $3.0M
Broadleaf Partners, LLC 0.77% Reduce -1.9% 9,498 $2.9M
Walleye Trading LLC 0.08% Add +3216.1% 9,451 $2.9M
Janney Montgomery Scott LLC 0.01% Reduce -1.0% 9,330 $2.9M
New Mexico Educational Retirement Board 0.10% No change 9,300 $2.9M
Decatur Capital Management, Inc. 1.48% Add +0.2% 9,229 $2.8M
Two Sigma Advisers, LP 0.01% Reduce -22.0% 9,200 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +31.7% 9,179 $2.8M
New Age Alpha Advisors, LLC 0.13% Add +97.6% 9,162 $2.8M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.5% 9,060 $2.8M
China Universal Asset Management Co., Ltd. 0.26% Reduce -4.8% 9,009 $2.8M
OMERS ADMINISTRATION Corp 0.02% Add +22.4% 8,944 $2.8M
Trexquant Investment LP 0.03% New 8,919 $2.7M
Ameritas Investment Partners, Inc. 0.09% Reduce -1.8% 8,784 $2.7M
Element Capital Management LLC 0.67% New 8,772 $2.7M
Vinva Investment Management Ltd 0.11% Reduce -55.3% 8,732 $2.7M
Cresset Asset Management, LLC 0.01% Add +1.3% 8,687 $2.7M
Unigestion Holding SA 0.16% New 8,668 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +12.2% 8,633 $2.7M
Illumine Investment Management, LLC 2.17% Add +0.7% 8,604 $2.7M
Credit Agricole S A 0.01% Reduce -2.2% 8,466 $2.6M
Formula Growth Ltd. 1.05% New 8,383 $2.6M
Stifel Financial Corp. 0.00% Add +8.1% 8,372 $2.6M
First National Bank of Omaha 0.18% Add +52.4% 8,352 $2.6M
CWA Asset Management Group, LLC 0.12% Add +51.6% 8,224 $2.5M
Alberta Investment Management Corp 0.02% No change 8,200 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +0.2% 8,111 $2.5M
Profund Advisors LLC 0.11% Add +1.9% 8,059 $2.5M
DNB Asset Management AS 0.01% Add +5.8% 8,036 $2.5M
Cetera Investment Advisers 0.00% Reduce -7.9% 8,024 $2.5M
Forsta Ap-Fonden 0.02% Reduce -2.4% 8,000 $2.5M
IFM Investors Pty Ltd 0.03% Reduce -2.5% 7,990 $2.5M
Magnetar Financial LLC 0.04% New 7,988 $2.5M
Jacobs Levy Equity Management, Inc. 0.01% Add +249.8% 7,934 $2.4M
First National Advisers, LLC 0.38% Add +65.2% 7,786 $2.4M
Bokf, NA 0.04% Add +38.7% 7,749 $2.4M
Generali Asset Management SPA SGR 0.06% Reduce -9.7% 7,701 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -2.5% 7,540 $2.3M
Campbell & CO Investment Adviser LLC 0.18% New 7,502 $2.3M
Birchview Capital, LP 2.01% Reduce -25.0% 7,500 $2.3M
Xponance LLC 0.02% Add +0.9% 7,417 $2.3M
Oak Associates Ltd. 0.17% No change 7,365 $2.3M
John G Ullman & Associates Inc. 0.35% Add +0.0% 7,356 $2.3M
Kendall Capital Management 0.66% Add +7.0% 7,270 $2.2M
Cerity Partners LLC 0.00% Reduce -37.5% 7,243 $2.2M
Nordea Investment Management AB 0.00% Add +114.6% 7,250 $2.2M
Utah Retirement Systems 0.03% No change 7,194 $2.2M
Inspire Investing, LLC 0.26% Reduce -14.8% 7,114 $2.2M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -1.8% 7,014 $2.2M
Group One Trading LLC 0.09% New 6,838 $2.1M
Captrust Financial Advisors 0.01% Add +95.0% 6,729 $2.1M
LGT Fund Management Co Ltd. 0.19% No change 6,650 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -2.0% 6,641 $2.0M
Hancock Whitney Corp. 0.07% Reduce -14.2% 6,613 $2.0M
Aurora Investment Counsel 1.13% New 6,585 $2.0M
Mubadala Investment Co PJSC 0.01% Reduce -5.3% 6,404 $2.0M
Tobam 0.84% Reduce -64.9% 6,388 $2.0M
Toronto Dominion Bank 0.01% Add +15.3% 6,387 $2.0M
Partners Capital Investment Group, LLP 0.03% New 6,359 $2.0M
Nicollet Investment Management, Inc. 0.69% Add +9.1% 6,332 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.0% 6,316 $1.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +13.0% 6,259 $1.9M
Engineers Gate Manager LP 0.03% Add +18.5% 6,181 $1.9M
Fox Run Management, L.L.C. 0.29% Add +404.0% 6,129 $1.9M
Talon Private Wealth, LLC 0.24% Add +5823.7% 5,746 $1.8M
New England Research & Management, Inc. 0.88% Add +0.2% 5,650 $1.7M
Strategic Investment Advisors / MI 0.18% Reduce -6.4% 5,601 $1.7M
Northwest & Ethical Investments L.P. 0.05% Add +42.0% 5,416 $1.7M
Chase Investment Counsel Corp. 0.61% Add +290.9% 5,375 $1.7M
NorthCrest Asset Manangement, LLC 0.05% Reduce -4.7% 5,335 $1.6M
1832 Asset Management L.P. 0.00% Reduce -3.4% 5,272 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Add +0.8% 5,235 $1.6M
Truist Financial Corp. 0.00% Add +1.4% 5,108 $1.6M
FCG Investment Co 0.97% Reduce -0.3% 5,026 $1.5M
Artia Global Partners LP 0.45% New 5,000 $1.5M
Legato Capital Management LLC 0.20% New 4,904 $1.5M
Sterling Capital Management LLC 0.02% Reduce -19.3% 4,815 $1.5M
Brookstone Capital Management 0.02% New 4,798 $1.5M
TD Private Client Wealth LLC 0.04% Add +29.8% 4,762 $1.5M
Federated Hermes, Inc. 0.00% Reduce -33.4% 4,716 $1.5M
MIdWestOne Financial Group, Inc. 0.21% Reduce -31.3% 4,704 $1.5M
Tredje AP-fonden 0.01% No change 4,680 $1.4M
New York Life Investment Management LLC 0.01% Add +0.2% 4,671 $1.4M
Ashton Thomas Private Wealth, LLC 0.06% Add +65.4% 4,664 $1.4M
Exchange Traded Concepts, LLC 0.03% Add +14.3% 4,643 $1.4M
Weil Company, Inc. 0.42% Add +259.3% 4,570 $1.4M
Public Employees Retirement Association of Colorado 0.01% No change 4,497 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -3.8% 4,488 $1.4M
OP Asset Management Ltd 0.02% — 4,427 $1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.3% 4,404 $1.4M
Nomura Holdings Inc. 0.01% Reduce -26.9% 4,333 $1.3M
Hennion & Walsh Asset Management, Inc. 0.06% Add +84.7% 4,297 $1.3M
Mariner, LLC 0.00% Add +1.7% 4,271 $1.3M
Rathbones Group PLC 0.01% No change 4,260 $1.3M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -32.7% 4,155 $1.3M
Mork Capital Management, LLC 0.99% No change 4,100 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +1.9% 4,098 $1.3M
Orion Portfolio Solutions, LLC 0.01% Add +1.9% 4,098 $1.3M
Pathstone Holdings, LLC 0.01% Add +1.1% 4,080 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +27.5% 4,059 $1.3M
Millennium Management 0.00% Reduce -85.6% 4,035 $1.2M
Great Lakes Retirement, Inc. 0.16% New 4,014 $1.2M
CSS LLC 0.25% Add +70.9% 3,977 $1.2M
Cadence Bank 0.09% Add +1.2% 3,963 $1.2M
ProShare Advisors LLC 0.00% Reduce -6.5% 3,929 $1.2M
Polianta Ltd 0.58% New 3,900 $1.2M
Advisors Asset Management, Inc. 0.02% Add +40.9% 3,892 $1.2M
Creative Planning 0.00% Reduce -21.4% 3,878 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.7% 3,746 $1.2M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +11.4% 3,678 $1.1M
Daiwa Securities Group Inc. 0.00% Reduce -14.8% 3,647 $1.1M
Crossmark Global Holdings, Inc. 0.02% Add +3.5% 3,645 $1.1M
Ontario Teachers Pension Plan Board 0.02% No change 3,617 $1.1M
Lifestyle Asset Management, Inc. 0.60% Reduce -5.1% 3,524 $1.1M
Cumberland Partners Ltd 0.08% Add +84.2% 3,500 $1.1M
Advisory Services Network, LLC 0.02% Add +23.3% 3,496 $1.1M
Securian Asset Management, Inc. 0.03% No change 3,438 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -39.2% 3,429 $1.1M
Moody National Bank Trust Division 0.11% Add +0.3% 3,392 $1.0M
Merit Financial Group, LLC 0.02% Reduce -3.5% 3,343 $1.0M
Neuberger Berman Group LLC 0.00% Add +3.7% 3,333 $1.0M
E Fund Management Co., Ltd. 0.05% Add +24.9% 3,290 $1.0M
Townsquare Capital LLC 0.01% Reduce -15.3% 3,221 $993K
Ridgewood Investments LLC 0.46% No change 3,200 $986K
Gsa Capital Partners LLP 0.09% New 3,108 $958K
Harvest Fund Management Co., Ltd 0.05% No change 2,693 $949K
Quantitative Investment Management, LLC 0.09% New 3,063 $944K
TFB Advisors LLC 0.27% Add +34.7% 3,046 $939K
Quantinno Capital Management LP 0.01% Add +31.8% 3,045 $939K
Quadrant Capital Group LLC 0.03% Add +297.8% 2,936 $905K
Nations Financial Group Inc, /Ia/ 0.07% Add +0.4% 2,934 $904K
Prosperity Consulting Group, LLC 0.07% No change 2,926 $902K
Swiss Life Asset Management Ltd 0.01% Reduce -76.1% 2,890 $891K
SIH Partners, LLLP 0.08% New 2,875 $886K
Bessemer Group Inc. 0.00% Reduce -67.8% 2,866 $884K
United Services Automobile Association 0.03% New 2,855 $876K
Dynamic Technology Lab Private Ltd 0.13% New 2,812 $867K
Nebula Research & Development LLC 0.08% Reduce -40.9% 2,711 $836K
Headlands Technologies LLC 0.09% Add +1.5% 2,687 $828K
James Investment Research, Inc. 0.10% Reduce -0.1% 2,661 $820K
Compass Ion Advisors, LLC 0.09% Reduce -2.8% 2,611 $805K
Mackenzie Financial Corp. 0.00% Reduce -1.9% 2,606 $803K
First Citizens Bank & Trust Co. 0.02% Reduce -7.0% 2,599 $801K
First National Bank of Hutchinson 0.52% Reduce -0.8% 2,553 $787K
Mach-1 Financial Group, LLC 0.24% New 2,553 $787K
Emerald Mutual Fund Advisers Trust 0.06% Reduce -5.7% 2,547 $785K
F/m Investments LLC 0.03% Add +6.0% 2,547 $785K
GMO 0.00% Reduce -69.3% 2,522 $777K
Great Lakes Advisors, LLC 0.01% Add +26.2% 2,492 $768K
Principal Securities, Inc. 0.02% No change 2,174 $767K
M&T Bank Corp 0.00% Reduce -28.1% 2,464 $760K
Shell Asset Management Co. 0.04% Reduce -3.9% 2,465 $760K
Pitcairn Co. 0.04% New 2,411 $743K
Gulf International Bank (UK) Ltd 0.03% Reduce -34.8% 2,383 $734K
TD Waterhouse Canada Inc. 0.01% Add +26.9% 2,381 $729K
Greenwood Capital Associates LLC 0.10% New 2,349 $724K
World Investment Advisors 0.02% Add +79.2% 2,328 $718K
Park Avenue Securities LLC 0.01% Reduce -11.5% 2,314 $713K
MML Investors Services, LLC 0.00% Reduce -24.5% 2,307 $711K
Empirical Finance, LLC 0.04% No change 2,297 $708K
Hudson Portfolio Management LLC 0.66% Reduce -1.2% 2,245 $692K
Kestra Investment Management, LLC 0.01% Add +31.3% 2,242 $691K
Cambria Investment Management, L.P. 0.05% Add +108.2% 2,236 $689K
Trail Ridge Investment Advisors, LLC 0.35% Add +4.0% 2,212 $682K
Tower Research Capital LLC (TRC) 0.02% Reduce -37.1% 2,192 $676K
EP Wealth Advisors, LLC 0.01% Add +29.6% 2,184 $673K
MBM Wealth Consultants, LLC 0.20% Add +0.9% 2,170 $669K
Meeder Asset Management Inc. 0.04% Add +11855.6% 2,152 $663K
Oddo BHF Asset Management Sas 0.03% Add +0.4% 2,132 $657K
Coldstream Capital Management Inc. 0.01% Reduce -3.5% 2,102 $648K
Maryland State Retirement & Pension System 0.01% Reduce -12.4% 2,041 $629K
Verition Fund Management LLC 0.00% Reduce -66.8% 2,013 $621K
Royal London Asset Management Ltd. 0.00% New 2,010 $620K
Integrated Wealth Concepts LLC 0.01% Reduce -79.9% 2,000 $617K
Schonfeld Strategic Advisors LLC 0.00% Reduce -54.9% 1,986 $612K
US Bancorp \de 0.00% Add +12.2% 1,971 $608K
Formidable Asset Management, LLC 0.10% No change 1,963 $605K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.0% 1,961 $605K
Avantax Advisory Services, Inc. 0.00% Add +226.5% 1,933 $596K
Allstate Corp. 0.02% Add +64.1% 1,930 $595K
Cibc World Markets Corp. 0.00% Add +0.9% 1,930 $595K
Vestcor Inc 0.02% Add +36.5% 1,928 $594K
Prime Capital Investment Advisors, LLC 0.01% Add +33.4% 1,907 $588K
Quantbot Technologies LP 0.02% Add +5072.2% 1,862 $574K
Aviva PLC 0.00% Add +11.7% 1,852 $571K
Diversified Trust Co. 0.01% Add +139.8% 1,842 $568K
Fairtree Asset Management (Pty) Ltd 0.45% New 1,831 $564K
Brandes Investment Partners, LP 0.01% Add +22.9% 1,824 $562K
Rehmann Capital Advisory Group 0.04% New 1,822 $562K
Plato Investment Management Ltd 0.05% Reduce -8.4% 1,786 $557K
Cozad Asset Management Inc. 0.06% New 1,805 $556K
&partners 0.01% Add +40.2% 1,775 $548K
Qtron Investments LLC 0.08% Add +131.7% 1,754 $541K
Aster Capital Management (DIFC) Ltd 0.10% Add +1827.6% 1,677 $537K
IFP Advisors, Inc 0.02% Add +103.4% 1,739 $536K
denkapparat Operations GmbH 0.57% Add +55.1% 1,734 $535K
Cwm, LLC 0.00% Reduce -65.1% 1,707 $526K
Raiffeisen Bank International AG 0.01% No change 1,712 $526K
Blueshift Asset Management, LLC 0.21% New 1,697 $523K
AlphaQuest LLC 0.06% Reduce -27.6% 1,674 $516K
CIBC Asset Management Inc 0.00% Add +4.8% 1,674 $516K
Center For Asset Management LLC 0.31% Reduce -3.1% 1,634 $504K
Shelton Capital Management 0.01% Reduce -3.3% 1,624 $501K
Axiom Investors LLC 0.00% Reduce -83.8% 1,621 $500K
Metis Global Partners, LLC 0.01% Add +11.9% 1,600 $493K
APG Asset Management N.V. 0.00% Reduce -32.6% 1,715 $489K
Holocene Advisors, LP 0.00% New 1,585 $489K
EMC Capital Management 0.29% No change 1,577 $486K
Meritage Portfolio Management 0.03% Add +5.8% 1,530 $472K
Marex Group Ltd 0.01% New 1,528 $471K
Two Sigma Investments, LP 0.00% Reduce -14.0% 1,525 $470K
Bank of Nova Scotia 0.00% Reduce -11.3% 1,523 $469K
Sherbrooke Park Advisers LLC 0.22% Reduce -24.1% 1,507 $465K
Denali Advisors LLC 0.05% Add +7.1% 1,503 $463K
King Wealth Management Group 0.07% No change 1,500 $462K
Focus Partners Wealth 0.00% Reduce -24.2% 1,458 $449K
Ossiam 0.01% Reduce -15.5% 1,456 $449K
Seeds Investor LLC 0.13% Reduce -13.9% 1,448 $446K
S&co Inc. 0.03% New 1,431 $441K
Csenge Advisory Group 0.03% Reduce -13.7% 1,546 $440K
Veracity Capital LLC 0.17% Reduce -43.6% 1,422 $438K
Commerce Bank 0.00% Reduce -0.7% 1,398 $431K
Fieldview Capital Management, LLC 0.06% New 1,394 $430K
Praxis Investment Management Inc. 0.03% No change 1,380 $425K
Vontobel Holding Ltd. 0.00% Reduce -2.0% 1,328 $409K
Philip James Wealth Mangement, LLC 0.05% No change 1,325 $408K
Bank & Trust Co 0.33% No change 1,319 $407K
Forum Financial Management, LP 0.01% Add +0.4% 1,318 $406K
Toth Financial Advisory Corp. 0.05% Reduce -57.3% 1,310 $404K
UMB Bank, n.a. 0.01% Add +17.1% 1,289 $397K
GraniteShares Advisors LLC 0.25% Add +1.7% 1,275 $393K
Florida Financial Advisors, LLC 0.15% Add +53.3% 1,260 $388K
Dark Forest Capital Management LP 0.02% Reduce -18.6% 1,246 $384K
HMS Capital Management, LLC 0.21% Reduce -0.9% 1,316 $384K
Johnson Investment Counsel Inc. 0.00% Reduce -0.2% 1,242 $383K
Rossby Financial, LCC 0.16% Add +81.6% 1,304 $380K
ASR Vermogensbeheer N.V. 0.01% — 1,227 $378K
Caption Management, LLC 0.02% New 1,219 $376K
Trust Point Inc. 0.03% Reduce -28.3% 1,217 $375K
Eagle Harbor Asset Management Inc. 0.38% Reduce -10.6% 1,215 $375K
Hardy Reed LLC 0.03% Reduce -0.4% 1,214 $374K
HB Wealth Management, LLC 0.00% Add +12.6% 1,200 $370K
Fifth Third Wealth Advisors LLC 0.02% Add +0.3% 1,188 $366K
Rakuten Investment Management, Inc. 0.00% — 1,170 $359K
Silvercrest Asset Management Group LLC 0.00% Add +19.0% 1,163 $359K
Blue Trust, Inc. 0.00% No change 1,149 $354K
Capital Investment Advisory Services, LLC 0.03% Reduce -7.7% 1,146 $353K
GF Fund Management Co. LTD. 0.01% Add +22.0% 1,143 $352K
Pallas Capital Advisors LLC 0.01% Reduce -36.4% 1,140 $351K
Greenleaf Trust 0.00% Reduce -1.1% 1,139 $351K
Applied Finance Capital Management, LLC 0.03% Add +3.7% 1,132 $349K
Tributary Capital Management, LLC 0.03% Add +50.0% 1,125 $347K
Alps Advisors Inc. 0.00% Add +10.4% 1,116 $344K
Archer Investment Corp 0.09% Add +41.1% 1,115 $344K
Oakworth Capital, Inc. 0.02% No change 1,111 $342K
Flagship Harbor Advisors, LLC 0.02% Reduce -5.2% 1,105 $341K
Integrated Quantitative Investments LLC 0.17% Reduce -0.9% 1,100 $339K
Blair William & Co. 0.00% Reduce -2.8% 1,100 $339K
Prospera Financial Services Inc 0.01% Add +0.6% 1,096 $338K
Graham Capital Management, L.P. 0.02% New 1,077 $332K
Steward Partners Investment Advisory, LLC 0.00% Add +57.8% 1,065 $328K
Cordatus Wealth Management LLC 0.09% Add +2.7% 1,059 $326K
Banque Cantonale Vaudoise 0.01% — 1,042 $321K
Waverly Advisors, LLC 0.00% New 1,039 $320K
Advisors Capital Management, LLC 0.00% Reduce -4.2% 1,030 $318K
Kestra Advisory Services, LLC 0.00% Reduce -11.0% 1,030 $318K
XTX Topco Ltd 0.02% New 1,016 $313K
Frederick Financial Consultants, LLC 0.22% No change 1,000 $308K
Farallon Capital Management, L.L.C. 0.00% No change 1,000 $308K
Parallel Advisors, LLC 0.01% Reduce -8.3% 999 $308K
Virtus Investment Advisers, LLC 0.08% New 994 $306K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.1% 994 $306K
Quent Capital, LLC 0.03% Reduce -0.5% 978 $301K
Arkadios Wealth Advisors 0.01% New 977 $301K
Callan Family Office, LLC 0.02% Add +5.5% 968 $298K
Fiera Capital Corp 0.00% No change 965 $297K
Gateway Investment Advisers LLC 0.00% Reduce -1.8% 944 $291K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -4.3% 919 $283K
HUB Investment Partners, LLC 0.01% Add +30.8% 909 $280K
Freedom Investment Management, Inc. 0.02% Add +3.5% 899 $277K
Sanctuary Advisors, LLC 0.00% Reduce -91.9% 897 $277K
MQS Management LLC 0.16% New 884 $273K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -7.0% 883 $272K
GLOBALT Investments LLC / GA 0.01% Reduce -2.8% 875 $270K
APG Asset Management US Inc. 0.00% No change 873 $268K
Integrated Investment Consultants, LLC 0.05% New 863 $266K
Wealthfront Advisers LLC 0.00% Reduce -2.9% 859 $265K
NewEdge Advisors, LLC 0.00% Reduce -71.8% 854 $263K
Emerald Advisers, LLC 0.01% Reduce -55.5% 852 $263K
Atria Investments, Inc 0.00% Reduce -7.3% 839 $259K
Icon Wealth Advisors, LLC 0.02% New 835 $257K
Fred Alger Management, LLC 0.00% New 832 $256K
Ritholtz Wealth Management 0.01% No change 825 $254K
Pinnacle Associates Ltd. 0.00% No change 810 $250K
AE Wealth Management LLC 0.00% New 803 $248K
UniSuper Management Pty Ltd 0.00% No change 800 $247K
Ethic Inc. 0.01% Reduce -70.7% 797 $245K
Meridian Financial Advisors, LLC 0.17% No change 780 $240K
CI Investments Inc. 0.00% Reduce -39.0% 780 $240K
Sectoral Asset Management Inc. 0.18% Add +28.6% 765 $236K
CreativeOne Wealth, LLC 0.01% Add +22.6% 764 $236K
Gryphon Financial Partners LLC 0.03% New 743 $229K
Kingswood Wealth Advisors, LLC 0.02% Add +16.0% 741 $228K
Concurrent Investment Advisors, LLC 0.01% New 737 $227K
Capstone Investment Advisors, LLC 0.00% New 736 $227K
GAMMA Investing LLC 0.02% Reduce -4.3% 720 $222K
Ascent Group, LLC 0.01% Add +7.7% 718 $221K
Johnson Financial Group, Inc. 0.01% Reduce -4.5% 717 $221K
Independent Financial Group, LLC 0.01% New 713 $220K
GW Henssler & Associates Ltd. 0.01% Reduce -0.1% 710 $219K
3Chopt Investment Partners, LLC 0.06% New 708 $218K
GTS Securities LLC 0.01% Add +9.9% 708 $218K
PDT Partners, LLC 0.02% Reduce -0.3% 700 $216K
Claret Asset Management Corp 0.04% No change 688 $212K
Milestone Asset Management, LLC 0.04% Reduce -76.2% 684 $211K
NDVR, Inc. 0.21% Add +5.8% 681 $210K
Sequoia Financial Advisors, LLC 0.00% Reduce -21.8% 667 $206K
Axq Capital, LP 0.08% Reduce -49.3% 653 $201K
Walleye Capital LLC 0.00% Add +99.1% 649 $200K
iA Global Asset Management Inc. 0.00% New 647 $199K
Signaturefd, LLC 0.00% Reduce -10.1% 596 $184K
Siemens Fonds Invest GmbH 0.01% Reduce -70.1% 593 $183K
Covestor Ltd 0.12% Reduce -2.6% 590 $182K
CIBC Private Wealth Group LLC 0.00% Add +36.3% 642 $180K
Jones Financial Companies LLLP 0.00% Add +95.3% 578 $177K
MAI Capital Management 0.00% Reduce -1.0% 491 $151K
Fifth Third Bancorp 0.00% Add +22.7% 487 $150K
C M Bidwell & Associates Ltd. 0.09% Reduce -66.5% 478 $147K
Farther Finance Advisors, LLC 0.00% Add +20.3% 456 $140K
Reyes Financial Architecture, Inc. 0.10% Add +35.4% 428 $132K
1620 Investment Advisors, Inc. 0.09% Add +1.3% 388 $120K
Leonteq Securities AG 0.01% Reduce -4.9% 372 $116K
Evermay Wealth Management LLC 0.02% No change 373 $115K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.8% 373 $115K
Centaurus Financial, Inc. 0.01% New 371 $114K
Park Square Financial Group, LLC 0.08% Reduce -50.2% 307 $95K
Clean Yield Group 0.03% No change 300 $92K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +114.8% 290 $89K
Anchor Investment Management, LLC 0.01% No change 280 $86K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.0% 228 $70K
Lindbrook Capital, LLC 0.01% Add +114.4% 208 $64K
Curat Global, LLC 0.08% — 203 $63K
Hazlett, Burt & Watson, Inc. 0.03% No change 200 $62K
North Star Investment Management Corp. 0.00% No change 200 $62K
Smartleaf Asset Management LLC 0.01% No change 200 $61K
EverSource Wealth Advisors, LLC 0.00% Add +67.2% 199 $61K
WPG Advisers, LLC 0.06% Reduce -8.9% 194 $60K
Brooklyn Investment Group 0.01% Add +103.2% 193 $59K
Millstone Evans Group, LLC 0.04% No change 190 $59K
MCF Advisors LLC 0.00% No change 188 $58K
National Bank of Canada 0.00% Reduce -1.1% 172 $53K
Sound Income Strategies, LLC 0.00% New 159 $49K
Arax Advisory Partners 0.00% Reduce -65.7% 148 $46K
Geneos Wealth Management Inc. 0.00% Add +141.7% 145 $45K
Allworth Financial LP 0.00% Add +18.0% 144 $43K
SBI Securities Co., Ltd. 0.00% Reduce -64.5% 132 $41K
V-Square Quantitative Management LLC 0.01% No change 117 $36K
Atlas Capital Advisors Inc. 0.00% Reduce -59.9% 117 $36K
SVB Wealth LLC 0.00% New 105 $32K
Parkside Financial Bank & Trust 0.00% Add +47.1% 103 $32K
Clearstead Advisors, LLC 0.00% New 99 $31K
Rise Advisors, LLC 0.01% Reduce -31.2% 95 $29K
Private Trust Co. NA 0.00% Add +27.0% 94 $29K
CoreCap Advisors, LLC 0.00% Add +308.7% 94 $29K
Hemington Wealth Management 0.00% Add +11.1% 90 $27K
Tower View Wealth Management LLC 0.01% No change 75 $23K
Addison Advisors LLC 0.01% No change 75 $23K
Aviso Financial Inc. 0.00% No change 72 $22K
WealthCollab, LLC 0.01% Reduce -9.3% 68 $21K
Rakuten Securities, Inc. 0.01% No change 60 $18K
Harbour Investments, Inc. 0.00% Reduce -3.2% 60 $18K
Smithfield Trust Co 0.00% No change 55 $17K
Contravisory Investment Management, Inc. 0.00% No change 55 $17K
Versant Capital Management, Inc 0.00% Add +89.3% 53 $16K
Fairscale Capital, LLC 0.01% No change 50 $15K
Dunhill Financial, LLC 0.01% Reduce -50.0% 50 $15K
Elevation Wealth Partners, LLC 0.01% No change 48 $15K
Larson Financial Group LLC 0.00% Add +68.0% 42 $13K
Whittier Trust Co. 0.00% No change 41 $13K
Wilmington Savings Fund Society, FSB 0.00% No change 39 $12K
Bell Investment Advisors, Inc 0.00% No change 37 $11K
Richardson Financial Services Inc. 0.01% Reduce -50.7% 36 $11K
Binnacle Investments Inc 0.01% — 36 $11K
JFS Wealth Advisors, LLC 0.00% Reduce -10.5% 34 $10K
Legacy Wealth Managment, LLC 0.01% No change 33 $10K
Farmers & Merchants Investments Inc. 0.00% Add +83.3% 33 $10K
Tradewinds Capital Management, LLC 0.00% No change 32 $10K
CENTRAL TRUST Co 0.00% No change 32 $10K
Cullen/Frost Bankers, Inc. 0.00% Add +933.3% 31 $10K
Harbor Investment Advisory, LLC 0.00% No change 30 $9K
Private Wealth Management Group, LLC 0.00% No change 29 $9K
Cherry Tree Wealth Management, LLC 0.00% Add +600.0% 28 $9K
Twin Tree Management, LP 0.00% New 23 $7K
Brown Brothers Harriman & Co. 0.00% No change 23 $7K
Colonial Trust Co / SC 0.00% Reduce -14.8% 23 $7K
Whipplewood Advisors, LLC 0.00% Reduce -31.8% 15 $7K
BOK Financial Private Wealth, Inc. 0.00% New 22 $7K
Sunbelt Securities, Inc. 0.00% No change 20 $6K
Kozak & Associates, Inc. 0.00% No change 21 $6K
Aventura Private Wealth, LLC 0.00% No change 19 $6K
First Horizon Advisors, Inc. 0.00% No change 19 $6K
Darwin Wealth Management, LLC 0.00% No change 16 $6K
Bruce G. Allen Investments, LLC 0.00% No change 18 $6K
Sierra Ocean, LLC 0.00% No change 18 $6K
St Germain D J Co. Inc. 0.00% New 18 $6K
Saudi Central Bank 0.03% New 17 $5K
Tidemark, LLC 0.00% New 17 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 16 $5K
Iron Horse Wealth Management, LLC 0.00% No change 15 $5K
Huntington National Bank 0.00% Reduce -54.5% 15 $5K
Hantz Financial Services, Inc. 0.00% New 12 $4K
Sachetta, LLC 0.00% No change 12 $4K
Carolinas Wealth Consulting LLC 0.00% No change 12 $4K
Continuum Advisory, LLC 0.00% Reduce -21.4% 11 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.3% 11 $3K
Horizon Investments, LLC 0.00% No change 10 $3K
Avion Wealth 0.00% No change 9 $3K
SJS Investment Consulting Inc. 0.00% No change 9 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 9 $3K
True Wealth Design, LLC 0.00% Reduce -95.0% 8 $2K
Prestige Wealth Management Group LLC 0.00% No change 8 $2K
Global Financial Private Client, LLC 0.00% Add +166.7% 8 $2K
N.E.W. Advisory Services LLC 0.00% New 8 $2K
Eq Wealth Advisors, LLC 0.00% New 7 $2K
Zions Bancorporation, National Association 0.00% — 6 $2K
SouthState Bank Corp 0.00% New 6 $2K
Garde Capital, Inc. 0.00% New 5 $2K
Kiker Wealth Management, LLC 0.00% New 5 $2K
Bare Financial Services, Inc 0.00% New 5 $2K
Winch Advisory Services, LLC 0.00% No change 5 $2K
Spire Wealth Management 0.00% Add +66.7% 5 $2K
Cape Investment Advisory, Inc. 0.00% No change 4 $1K
Financial Management Professionals, Inc. 0.00% No change 4 $1K
Cornerstone Planning Group LLC 0.00% Add +300.0% 4 $1K
Valley National Advisers Inc. 0.00% No change 6 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
Picton Mahoney Asset Management 0.00% No change 3 $1K
Rialto Wealth Management, LLC 0.00% New 3 $925
Key Financial Inc 0.00% New 3 $925
NewSquare Capital LLC 0.00% Add +200.0% 3 $925
HHM Wealth Advisors, LLC 0.00% No change 3 $925
ROSS\JOHNSON & Associates LLC 0.01% New 2 $617
Parkworth Wealth Management, Inc. 0.00% No change 2 $617
Cromwell Holdings LLC 0.00% New 2 $617
HFM Investment Advisors, LLC 0.00% — 2 $617
CVA Family Office, LLC 0.00% New 2 $617
Bay Harbor Wealth Management, LLC 0.00% New 2 $616
TFC Financial Management, Inc. 0.00% No change 1 $309
Highline Wealth Partners LLC 0.00% New 1 $308
Rothschild Investment LLC 0.00% No change 1 $308
AdvisorNet Financial, Inc 0.00% No change 1 $308
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 1 $293
Ogorek Anthony Joseph /NY/ 0.00% New 2 $0

"% of holder's portfolio" is UTHR's weight in each manager's 13F, not the share of United Therapeutics Corp. the manager owns.