Valero EnergyVLO

13F holders, Q3 2024 (September 30)
1,451holders −23
112new positions
142sold out
11famous investors
$135.08avg. 13F price*

At the end of Q3 2024, 1,451 institutions reported holding Valero Energy Corp. (VLO) in their 13F filings, down 23 from Q2 2024. 112 opened new positions and 142 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock, Inc. ($3.3B) and State Street Corp. ($2.9B). 11 famous investors held it, including Chris Bloomstran (2.7% of Semper Augustus Investments's portfolio), Steve Cohen (0.5% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Valero Energy Corp.
Sector
Energy
CUSIP
91913Y100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions112$460.5M
Exits142$371.6M

All 13F filers, Q2 2024 → Q3 2024: 16,204,901 shares bought and 19,699,719 shares sold, net −3,494,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,451 holders

Vanguard Group Inc. 0.07% Reduce -3.4% 29,920,567 $4.0B
BlackRock, Inc. 0.07% — 24,648,890 $3.3B
State Street Corp. 0.12% Reduce -3.9% 21,701,560 $2.9B
Charles Schwab Investment Management Inc. 0.27% Add +0.5% 10,287,269 $1.4B
Morgan Stanley 0.09% Add +0.7% 8,750,061 $1.2B
Ameriprise Financial Inc. 0.26% Add +7.9% 7,509,083 $1.0B
Geode Capital Management, LLC 0.07% Add +0.2% 6,770,981 $914.2M
Nuveen Asset Management, LLC 0.22% Add +1.6% 5,701,277 $769.8M
FMR LLC 0.05% Reduce -36.0% 5,484,189 $740.5M
Bank of America Corp. 0.06% Add +0.5% 4,845,238 $654.3M
Franklin Resources Inc. 0.18% Add +5.6% 4,687,585 $639.3M
Norges Bank 0.09% Add +3.3% 4,627,429 $624.8M
Dimensional Fund Advisors LP 0.15% Add +4.4% 4,508,383 $608.8M
Barclays PLC 0.26% Add +3.6% 4,375,621 $590.8M
Royal Bank of Canada 0.13% Add +1.4% 4,250,664 $574.0M
Invesco Ltd. 0.10% Add +7.3% 3,730,743 $503.8M
Pacer Advisors, Inc. 1.06% Add +18.8% 3,585,166 $484.1M
Bank of New York Mellon Corp 0.09% Add +0.1% 3,447,169 $465.5M
Northern Trust Corp. 0.07% Reduce -2.9% 3,321,346 $448.5M
Wellington Management Group LLP 0.07% Add +4908.0% 2,850,526 $384.9M
Montrusco Bolton Investments Inc. 3.60% Add +6.3% 2,533,434 $342.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +6.9% 2,527,895 $341.3M
Goldman Sachs Group Inc. 0.06% Reduce -9.1% 2,434,123 $328.7M
Amundi 0.12% Add +8.0% 2,414,944 $328.1M
T. Rowe Price Associates Inc. 0.04% Add +10.5% 2,339,163 $315.9M
Massachusetts Financial Services Co. 0.09% Reduce -2.6% 2,150,076 $290.3M
Legal & General Group Plc 0.07% Reduce -2.6% 2,024,653 $273.4M
Allianz Asset Management GmbH 0.41% Add +0.7% 1,972,583 $266.4M
JPMorgan Chase & Co. 0.02% Add +4.6% 1,967,407 $265.7M
Jacobs Levy Equity Management, Inc. 0.82% Reduce -2.3% 1,583,687 $213.8M
LSV Asset Management 0.46% Reduce -2.6% 1,577,695 $213.0M
Allspring Global Investments Holdings, LLC 0.27% Add +1.8% 1,293,589 $174.7M
Deutsche Bank AG 0.06% Reduce -20.4% 1,173,387 $158.4M
Citigroup Inc. 0.14% Add +90.2% 1,087,899 $146.9M
UBS Group AG 0.04% Reduce -59.0% 1,017,029 $137.3M
Point72 Asset Management 0.49% New 1,014,735 $137.0M
AustralianSuper Pty Ltd 0.67% Add +0.5% 991,084 $133.8M
Swiss National Bank 0.09% Reduce -0.5% 970,600 $131.1M
National Pension Service 0.12% Add +4.2% 929,214 $125.5M
HSBC Holdings PLC 0.08% Reduce -20.4% 912,056 $123.1M
Victory Capital Management Inc. 0.12% Reduce -7.1% 885,640 $119.6M
Wells Fargo & Company 0.03% Reduce -3.5% 870,666 $117.6M
AQR Capital Management 0.16% Reduce -44.8% 855,075 $115.5M
Raymond James & Associates 0.07% Add +6.5% 813,274 $109.8M
Huntington National Bank 1.02% Add +1.6% 780,234 $105.4M
Qube Research & Technologies Ltd 0.19% Add +275819.4% 767,056 $103.6M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -2.3% 756,411 $102.1M
Manufacturers Life Insurance Company, The 0.08% Reduce -2.0% 707,267 $95.5M
1832 Asset Management L.P. 0.16% Add +47.7% 705,052 $95.2M
Envestnet Asset Management Inc. 0.03% Add +0.5% 675,931 $91.3M
Nordea Investment Management AB 0.10% Add +7.4% 668,784 $91.0M
Panagora Asset Management Inc. 0.42% Add +9.0% 654,161 $88.3M
Stifel Financial Corp. 0.09% Add +1.7% 647,754 $87.5M
Rhumbline Advisers 0.08% Reduce -5.8% 643,611 $86.9M
Millennium Management 0.08% Add +708.2% 640,443 $86.5M
Healthcare of Ontario Pension Plan Trust Fund 0.21% Add +900.2% 631,095 $85.2M
Bank of Montreal 0.04% Reduce -31.2% 625,533 $85.1M
Sterling Capital Management LLC 1.10% — 629,319 $85.0M
Voloridge Investment Management, LLC 0.30% Reduce -13.8% 611,387 $82.6M
California Public Employees Retirement System 0.06% Reduce -4.8% 607,792 $82.1M
Two Sigma Investments, LP 0.19% Add +140.6% 603,074 $81.4M
Two Sigma Advisers, LP 0.18% Add +501.1% 582,500 $78.7M
California State Teachers Retirement System 0.09% Add +0.4% 567,197 $76.6M
Worldquant Millennium Advisors LLC 0.51% New 521,007 $70.4M
Cincinnati Financial Corp. 1.50% No change 514,640 $69.5M
Acadian Asset Management LLC 0.21% Reduce -65.5% 500,905 $67.6M
Empower Advisory Group, LLC 0.23% Add +2.8% 495,931 $67.0M
O'shaughnessy Asset Management, LLC 0.58% Add +16.2% 464,099 $65.5M
Alliancebernstein L.P. 0.02% Reduce -6.9% 480,284 $64.9M
Susquehanna International Group, LLP 0.11% Add +48.1% 478,050 $64.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +6.4% 474,090 $64.0M
Jane Street Group, LLC 0.10% Reduce -15.8% 464,104 $62.7M
LPL Financial LLC 0.03% Add +2.6% 447,345 $60.4M
Royal London Asset Management Ltd. 0.15% Add +0.9% 438,949 $59.3M
Russell Investments Group, Ltd. 0.09% Reduce -23.0% 438,038 $59.2M
Ensign Peak Advisors, Inc 0.10% Reduce -1.5% 436,713 $59.0M
First Trust Advisors LP 0.06% Add +0.8% 433,396 $58.5M
Aberdeen Group plc 0.11% Add +2.9% 430,867 $58.1M
Brandywine Global Investment Management, LLC 0.39% Add +8.3% 409,845 $57.9M
BNP Paribas Financial Markets 0.06% Add +1.5% 424,324 $57.3M
Baird Financial Group, Inc. 0.10% Reduce -8.0% 387,443 $52.3M
M&T Bank Corp 0.17% Reduce -2.7% 378,463 $51.1M
Principal Financial Group Inc. 0.03% Add +0.8% 368,454 $49.8M
Truist Financial Corp. 0.08% Reduce -39.6% 356,894 $48.2M
Cincinnati Insurance Co. 0.81% No change 356,538 $48.1M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -1.4% 348,345 $47.0M
Private Management Group Inc. 1.64% Add +2.5% 346,851 $46.8M
New York State Common Retirement Fund 0.06% Reduce -9.2% 345,325 $46.6M
CANADA LIFE ASSURANCE Co 0.08% Reduce -1.0% 333,122 $45.1M
Renaissance Technologies 0.07% New 330,088 $44.6M
State Board of Administration of Florida Retirement System 0.08% Reduce -5.0% 329,757 $44.5M
Prudential Financial Inc. 0.06% Add +38.1% 327,928 $44.3M
New York State Teachers Retirement System 0.09% Reduce -4.1% 315,784 $42.6M
Corient Private Wealth LP 0.06% Add +58.4% 301,251 $40.7M
Raymond James Financial Services Advisors, Inc. 0.05% Add +1.8% 298,118 $40.3M
Covalis Capital LLP 5.93% Add +607.3% 294,500 $39.8M
Old Republic International Corp. 1.44% No change 284,500 $38.4M
Northwestern Mutual Wealth Management Co. 0.03% Add +3.8% 245,800 $33.2M
Squarepoint Ops LLC 0.11% Add +2662.4% 244,778 $33.1M
Adage Capital Partners Gp, L.L.C. 0.06% Add +16.0% 242,000 $32.7M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +6.1% 240,098 $32.6M
Robeco Institutional Asset Management B.V. 0.06% Add +6.3% 239,632 $32.4M
Commonwealth Equity Services, LLC 0.05% Reduce -17.9% 236,825 $32.0M
Westwood Holdings Group Inc. 0.24% Add +7.6% 229,779 $31.0M
Cubist Systematic Strategies, LLC 0.47% New 229,077 $30.9M
Nan Shan Life Insurance Co., Ltd. 0.71% Add +4.8% 224,192 $30.3M
Empowered Funds, LLC 0.47% Reduce -5.0% 222,271 $30.0M
Country Trust Bank 0.71% Reduce -0.4% 216,661 $29.3M
Neuberger Berman Group LLC 0.02% Reduce -66.3% 213,643 $28.8M
State of Wisconsin Investment Board 0.07% Add +1.1% 211,890 $28.6M
Macquarie Group Ltd. 0.03% Reduce -24.1% 209,420 $28.3M
Sei Investments Co. 0.04% Reduce -6.8% 207,181 $28.0M
Korea Investment CORP 0.07% Add +54.2% 204,353 $27.6M
Citadel Advisors 0.03% Reduce -34.8% 203,921 $27.5M
US Bancorp \de 0.04% Reduce -0.2% 202,452 $27.3M
Van Eck Associates Corp. 0.03% Reduce -38.8% 204,393 $27.2M
Voya Investment Management LLC 0.03% Reduce -41.1% 199,006 $26.9M
Pictet Asset Management Holding SA 0.03% Add +4.5% 197,844 $26.7M
TD Asset Management Inc 0.02% Reduce -23.5% 193,270 $26.3M
Aviva PLC 0.07% Add +2.3% 188,034 $25.4M
Whittier Trust Co. 0.34% Add +1.8% 187,558 $25.3M
Pinnacle Financial Partners Inc 0.49% Add +1.3% 182,096 $24.6M
EP Wealth Advisors, LLC 0.21% Add +5.9% 181,720 $24.5M
Solus Alternative Asset Management LP 7.77% No change 180,977 $24.4M
HighTower Advisors, LLC 0.04% Reduce -1.3% 179,246 $24.2M
Natixis Advisors, LLC 0.05% Add +9.0% 176,431 $23.8M
DekaBank Deutsche Girozentrale 0.04% Reduce -0.0% 175,852 $23.8M
Schroder Investment Management Group 0.02% Reduce -39.0% 172,887 $23.5M
Applied Finance Capital Management, LLC 1.00% Add +0.1% 173,090 $23.4M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -3.8% 172,609 $23.3M
Public Employees Retirement System of Ohio 0.10% Reduce -1.7% 169,537 $22.9M
Recurrent Investment Advisors LLC 2.23% Add +9.1% 165,925 $22.4M
Danske Bank A/S 0.07% Reduce -3.3% 164,836 $22.3M
AXA S.A. 0.07% Reduce -14.2% 164,328 $22.2M
Crossmark Global Holdings, Inc. 0.39% Add +25.0% 160,603 $21.7M
Treasurer of the State of North Carolina 0.09% Reduce -1.4% 159,415 $21.5M
Sonora Investment Management Group, LLC 1.60% Add +0.8% 157,553 $21.3M
PNC Financial Services Group, Inc. 0.01% Reduce -0.8% 157,037 $21.2M
American Century Companies Inc. 0.01% Reduce -47.3% 154,562 $20.9M
Teacher Retirement System of Texas 0.10% Add +2296.5% 153,497 $20.7M
Cullen/Frost Bankers, Inc. 0.28% Reduce -3.8% 152,790 $20.6M
Agf Management Ltd. 0.10% Add +42.2% 152,132 $20.5M
National Bank of Canada 0.03% Add +39.1% 150,894 $20.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -1.9% 150,106 $20.3M
Badgley Phelps Wealth Managers, LLC 0.47% Add +0.7% 148,277 $20.0M
Fort Washington Investment Advisors Inc. 0.12% Reduce -57.0% 143,234 $19.3M
Aquatic Capital Management LLC 0.51% New 143,200 $19.3M
KBC Group NV 0.06% Reduce -44.9% 141,571 $19.1M
B&D White Capital Company, LLC 3.27% New 140,330 $18.9M
Primecap Management Co. 0.01% Reduce -35.6% 139,870 $18.9M
STRS Ohio 0.07% Reduce -4.6% 138,720 $18.7M
Sanctuary Advisors, LLC 0.12% Add +5.5% 132,451 $18.7M
Nomura Asset Management Co. Ltd. 0.06% Add +3.3% 134,908 $18.2M
Nisa Investment Advisors, LLC 0.11% Reduce -0.8% 134,028 $18.1M
Mariner, LLC 0.03% Add +0.1% 132,827 $17.9M
Canada Pension Plan Investment Board 0.02% Reduce -29.8% 132,670 $17.9M
Intech Investment Management LLC 0.20% Add +31.5% 131,943 $17.8M
Bank of Nova Scotia 0.04% Add +73.7% 131,380 $17.7M
United Services Automobile Association 0.45% Reduce -24.5% 129,685 $17.5M
Mackenzie Financial Corp. 0.02% Reduce -8.2% 128,521 $17.4M
Asset Management One Co., Ltd. 0.06% Reduce -4.2% 122,901 $16.6M
Federated Hermes, Inc. 0.04% Reduce -19.7% 122,101 $16.5M
Adams Natural Resources Fund, Inc. 2.42% Add +40.8% 121,100 $16.4M
State of New Jersey Common Pension Fund D 0.07% Add +0.5% 120,882 $16.3M
Rafferty Asset Management, LLC 0.06% Reduce -3.1% 119,947 $16.2M
Semper Augustus Investments 2.67% Add +211.1% 117,046 $15.8M
Illinois Municipal Retirement Fund 0.22% Reduce -0.9% 116,505 $15.7M
Gotham Asset Management 0.16% Add +143.5% 115,649 $15.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +188.8% 113,758 $15.4M
Achmea Investment Management B.V. 0.25% Add +23.2% 113,134 $15.3M
Sagefield Capital LP 1.64% Add +4.2% 111,937 $15.1M
Cerity Partners LLC 0.03% Add +34.6% 110,660 $14.9M
Cetera Investment Advisers 0.03% Reduce -4.9% 110,469 $14.9M
Guinness Asset Management LTD 0.28% Reduce -14.1% 108,432 $14.7M
Toronto Dominion Bank 0.03% Add +7.8% 108,173 $14.6M
AMF Tjanstepension AB 0.10% No change 106,205 $14.4M
State of Tennessee, Department of Treasury 0.05% Reduce -26.3% 104,920 $14.2M
NorthCrest Asset Manangement, LLC 0.42% Add +2.9% 103,876 $14.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +4.5% 102,703 $13.9M
Resona Asset Management Co.,Ltd. 0.08% Reduce -2.4% 102,383 $13.8M
Merewether Investment Management, LP 0.63% Reduce -48.4% 100,843 $13.6M
HRT Financial LP 0.07% New 100,633 $13.6M
Paradiem, LLC 3.19% Add +58.3% 100,149 $13.5M
Assenagon Asset Management S.A. 0.03% Reduce -62.1% 99,735 $13.5M
State of Michigan Retirement System 0.07% Reduce -2.3% 99,662 $13.5M
Candriam S.C.A. 0.08% Reduce -39.3% 99,550 $13.4M
Manning & Napier Advisors LLC 0.15% Reduce -3.6% 98,013 $13.2M
CIBC Private Wealth Group LLC 0.02% Add +451.5% 96,851 $13.1M
Mediolanum International Funds Ltd 0.18% Add +1.8% 96,126 $13.0M
Groupama Asset Managment 0.34% Add +31.4% 119,413 $12.9M
AE Wealth Management LLC 0.12% Reduce -6.6% 94,306 $12.7M
Arizona State Retirement System 0.08% Reduce -1.8% 93,758 $12.7M
Cinctive Capital Management LP 0.71% Reduce -3.3% 91,947 $12.4M
Erste Asset Management GmbH 0.15% No change 90,800 $12.3M
Captrust Financial Advisors 0.04% Add +7.5% 89,762 $12.1M
Foster Victor Wealth Advisors, LLC 0.97% Add +15.4% 86,518 $12.1M
Sound Income Strategies, LLC 0.77% Add +3.7% 88,797 $12.0M
Westchester Capital Management, Inc. 2.90% Reduce -0.6% 88,537 $12.0M
Osaic Holdings, Inc. 0.03% Reduce -20.7% 87,365 $11.8M
Jennison Associates LLC 0.01% Reduce -66.5% 86,484 $11.7M
Simplex Trading, LLC 0.39% Reduce -11.5% 86,473 $11.7M
Summit Financial Wealth Advisors, LLC 2.17% Add +0.4% 85,792 $11.6M
Spirit of America Management Corp. 2.29% Reduce -3.0% 85,084 $11.5M
Corebridge Financial, Inc. 0.06% Reduce -4.4% 84,577 $11.4M
Creative Planning 0.01% Add +3.8% 84,573 $11.4M
Richard C. Young & CO., LTD. 1.24% Reduce -1.6% 83,803 $11.3M
MetLife Investment Management, LLC 0.06% Reduce -4.5% 83,286 $11.2M
Kwmg, LLC 1.11% Add +0.7% 81,697 $11.0M
Capital Investment Advisors, LLC 0.23% Add +136.1% 81,572 $11.0M
Comerica Bank 0.04% Reduce -2.3% 81,532 $11.0M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 1.52% Reduce -1.2% 81,055 $10.9M
Oakworth Capital, Inc. 0.75% Add +0.2% 80,247 $10.8M
Mercer Global Advisors Inc. 0.03% Reduce -2.0% 78,501 $10.8M
Advisors Asset Management, Inc. 0.20% Add +1.2% 79,828 $10.8M
First National Trust Co 0.41% Reduce -0.3% 78,847 $10.6M
Busey Bank 0.34% Add +1.9% 76,711 $10.4M
Whittier Trust Co. of Nevada Inc. 0.27% Reduce -0.4% 76,625 $10.3M
QRG Capital Management, Inc. 0.11% Reduce -5.0% 76,559 $10.3M
Janney Montgomery Scott LLC 0.03% Reduce -26.9% 75,630 $10.2M
Empire Life Investments Inc. 0.62% Reduce -1.3% 75,597 $10.2M
HITE Hedge Asset Management LLC 1.17% Add +136.1% 75,117 $10.1M
Storebrand Asset Management As 0.03% Add +4.4% 74,708 $10.1M
Adell Harriman & Carpenter Inc. 0.73% Add +6.8% 74,478 $10.1M
Wealthfront Advisers LLC 0.03% Reduce -0.6% 73,794 $10.0M
Cambria Investment Management, L.P. 0.59% Reduce -0.9% 73,244 $9.9M
William B. Walkup & Associates, Inc. 6.11% Reduce -0.2% 73,089 $9.9M
United Capital Management of KS, Inc. 2.15% Add +4.0% 73,042 $9.9M
Guggenheim Capital LLC 0.07% Reduce -37.1% 73,024 $9.9M
D.A. Davidson & Co. 0.08% Reduce -5.5% 72,947 $9.9M
Jones Financial Companies LLLP 0.01% Add +90.1% 71,227 $9.7M
LMCG Investments, LLC 0.58% Reduce -12.2% 71,300 $9.6M
Adams Asset Advisors, LLC 1.30% Reduce -1.8% 71,116 $9.6M
Rockefeller Capital Management L.P. 0.03% Reduce -3.3% 70,831 $9.6M
Retirement Systems of Alabama 0.04% Reduce -2.4% 70,371 $9.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -2.9% 69,744 $9.4M
Tudor Investment Corporation 0.10% New 69,620 $9.4M
Heartland Advisors Inc. 0.49% New 69,433 $9.4M
Pinnacle Associates Ltd. 0.16% Reduce -0.7% 71,492 $9.3M
Calamos Advisors LLC 0.06% Reduce -2.4% 68,828 $9.3M
Man Group plc 0.03% Reduce -34.9% 67,949 $9.2M
Xponance LLC 0.09% Reduce -0.3% 67,632 $9.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +4.5% 67,486 $9.1M
KADENSA CAPITAL Ltd 2.36% Add +0.5% 66,776 $9.0M
Cresset Asset Management, LLC 0.03% Add +5.2% 65,462 $8.8M
Czech National Bank 0.09% Add +4.7% 65,264 $8.8M
Lido Advisors, LLC 0.07% Add +300.0% 64,295 $8.7M
Amalgamated Bank 0.07% Reduce -4.3% 63,132 $8.5M
ProShare Advisors LLC 0.02% Reduce -8.7% 62,408 $8.4M
DNB Asset Management AS 0.04% Reduce -31.1% 61,857 $8.4M
IFM Investors Pty Ltd 0.08% Reduce -8.9% 60,815 $8.2M
Credit Agricole S A 0.04% Reduce -27.6% 60,543 $8.2M
Beacon Pointe Advisors, LLC 0.09% Reduce -0.3% 59,805 $8.1M
Socorro Asset Management LP 3.18% Add +4.1% 59,743 $8.1M
Optiver Holding B.V. 0.20% Add +51.1% 59,301 $8.0M
CIBC Asset Management Inc 0.03% Add +5.1% 59,216 $8.0M
Auxier Asset Management LLC 1.18% Reduce -0.0% 59,168 $8.0M
Willis Investment Counsel 0.52% Reduce -0.0% 59,100 $8.0M
Hutchinson Capital Management 1.50% Add +0.1% 58,638 $7.9M
Community Bank & Trust, Waco, Texas 1.78% Reduce -0.1% 58,428 $7.9M
Bollard Group LLC 0.21% Reduce -6.5% 58,076 $7.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -22.4% 57,959 $7.8M
Kestra Advisory Services, LLC 0.04% Reduce -3.4% 57,805 $7.8M
Gabelli Funds LLC 0.06% No change 57,100 $7.7M
Summit Street Capital Management, LLC 2.75% Reduce -4.5% 57,094 $7.7M
Annex Advisory Services, LLC 0.24% Add +20.1% 56,416 $7.6M
Arvest Bank Trust Division 0.44% — 56,353 $7.6M
Public Sector Pension Investment Board 0.04% Reduce -1.6% 56,047 $7.6M
Stephens Inc. 0.11% Add +3.4% 55,632 $7.5M
Bailard, Inc. 0.19% Add +0.8% 55,231 $7.5M
Winmill & Co. Inc. 2.51% No change 55,218 $7.5M
Barings LLC 0.18% Reduce -16.2% 55,159 $7.4M
AlTi Global, Inc. 0.18% Add +83.8% 54,830 $7.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -13.5% 54,571 $7.4M
Hancock Whitney Corp. 0.24% Reduce -0.6% 54,410 $7.3M
Westfield Capital Management Co. LP 0.03% Add +1.8% 54,175 $7.3M
Fiduciary Trust Co 0.10% Reduce -4.9% 53,489 $7.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -1.4% 52,867 $7.1M
Utah Retirement Systems 0.08% Reduce -1.7% 52,804 $7.1M
American National Bank & Trust 0.84% Add +14.8% 52,779 $7.1M
Yousif Capital Management, LLC 0.08% Reduce -1.1% 51,954 $7.0M
Patton Albertson Miller Group, LLC 0.95% Add +3.0% 51,625 $7.0M
Summa Corp. 3.33% No change 51,400 $6.9M
Washington Trust Bank 0.66% Reduce -3.2% 50,769 $6.9M
O'Brien Greene & Co. Inc 2.13% Reduce -5.5% 50,667 $6.8M
Schonfeld Strategic Advisors LLC 0.06% Add +783.8% 50,517 $6.8M
Oppenheimer & Co. Inc. 0.10% Reduce -13.0% 50,177 $6.8M
Aventail Capital Group, LP 0.40% No change 50,000 $6.8M
Infrastructure Capital Advisors, LLC 1.10% Add +57.2% 49,963 $6.7M
Glenview Trust Co 0.13% Reduce -0.1% 49,657 $6.7M
Petredis Investment Advisors LLC 0.71% Add +0.3% 49,618 $6.7M
Narwhal Capital Management 0.60% Reduce -6.7% 49,304 $6.7M
Verition Fund Management LLC 0.05% Add +702.4% 49,105 $6.6M
Avantax Advisory Services, Inc. 0.04% Reduce -19.2% 48,956 $6.6M
Quantbot Technologies LP 0.26% New 48,680 $6.6M
Cibc World Market Inc. 0.01% Reduce -15.1% 48,158 $6.5M
Carmel Capital Management L.L.C. 2.44% Reduce -0.4% 48,111 $6.5M
Westbourne Investment Advisors, Inc. 2.27% Add +1.7% 48,031 $6.5M
JCIC Asset Management Inc. 2.66% Add +0.8% 48,024 $6.5M
New York Life Investment Management LLC 0.06% Reduce -4.9% 47,674 $6.4M
Caption Management, LLC 0.69% New 47,500 $6.4M
Thrivent Financial for Lutherans 0.01% Add +126.4% 46,649 $6.3M
Texas Yale Capital Corp. 0.27% No change 46,578 $6.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -43.4% 46,486 $6.3M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.2% 46,241 $6.2M
Mutual of America Capital Management LLC 0.07% Reduce -5.6% 46,218 $6.2M
Private Advisor Group, LLC 0.04% Reduce -1.0% 45,750 $6.2M
SteelPeak Wealth, LLC 0.27% Reduce -11.8% 45,616 $6.2M
Glenmede Trust Co. NA 0.03% Add +0.3% 45,505 $6.1M
DAVENPORT & Co LLC 0.04% Add +42.7% 44,801 $6.0M
Sienna Gestion 0.40% Add +17.0% 44,857 $6.0M
Atria Investments, Inc 0.07% Add +1.4% 44,597 $6.0M
James Investment Research, Inc. 0.69% Reduce -2.0% 44,591 $6.0M
Cincinnati Specialty Underwriters Insurance CO 1.75% No change 44,133 $6.0M
Advisory Services Network, LLC 0.12% No change 37,805 $5.9M
Cibc World Markets Corp. 0.04% Reduce -36.3% 43,887 $5.9M
Connor, Clark & Lunn Investment Management Ltd. 0.03% New 43,844 $5.9M
Engineers Gate Manager LP 0.12% New 43,632 $5.9M
Occudo Quantitative Strategies LP 1.07% Add +1543.6% 43,392 $5.9M
MML Investors Services, LLC 0.02% Reduce -19.4% 43,246 $5.8M
FIL Ltd 0.01% Reduce -14.3% 42,996 $5.8M
Hamilton Capital Partners Inc. 0.50% Add +16.1% 42,987 $5.8M
Central Bank & Trust Co. 0.80% Reduce -9.8% 42,758 $5.8M
State of Alaska, Department of Revenue 0.06% Reduce -9.7% 42,544 $5.7M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -0.7% 42,407 $5.7M
Moore Capital Management, LP 0.18% Reduce -12.5% 41,752 $5.6M
Avantax Planning Partners, Inc. 0.20% Reduce -12.6% 41,747 $5.6M
Bell & Brown Wealth Advisors, LLC 2.19% Add +2.4% 41,417 $5.6M
Nissay Asset Management Corp. /Japan 0.04% Add +2.1% 40,984 $5.5M
Fusion Capital, LLC 2.36% Add +4.2% 40,773 $5.5M
B. Metzler seel. Sohn & Co. Holding AG 0.05% — 40,748 $5.5M
B. Metzler seel. Sohn & Co. AG 0.05% Add +29.3% 40,748 $5.5M
Praxis Investment Management Inc. 0.35% Add +7.3% 40,630 $5.5M
Vanguard Personalized Indexing Management, LLC 0.09% Add +5.1% 40,407 $5.5M
Avitas Wealth Management LLC 0.75% Add +1.5% 39,740 $5.4M
Pathstone Holdings, LLC 0.02% Reduce -5.8% 39,719 $5.4M
Daiwa Securities Group Inc. 0.03% Add +10.7% 39,708 $5.4M
Blair William & Co. 0.02% Add +1.7% 39,562 $5.3M
Burney Co./ 0.19% Reduce -3.4% 39,426 $5.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.5% 39,344 $5.3M
swisspartners Advisors Ltd 4.68% Add +4.3% 44,530 $5.1M
Thoroughbred Financial Services, LLC 0.33% Add +0.6% 37,366 $5.0M
Integrated Wealth Concepts LLC 0.06% Add +7.4% 37,258 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Reduce -18.1% 37,229 $5.0M
Redwood Investment Management, LLC 0.43% Reduce -13.5% 35,797 $4.9M
Foundations Investment Advisors, LLC 0.10% Add +10.1% 35,998 $4.9M
Quadrature Capital Ltd 0.11% New 35,904 $4.8M
NewSquare Capital LLC 0.39% Reduce -0.8% 36,356 $4.8M
GMO 0.02% Reduce -80.1% 35,585 $4.8M
S.E.E.D. Planning Group LLC 1.59% Reduce -2.0% 35,493 $4.8M
Janus Henderson Group PLC 0.00% Reduce -6.0% 34,868 $4.7M
WP Advisors, LLC 1.69% Reduce -5.8% 34,340 $4.6M
Thomasville National Bank 0.34% Add +0.4% 33,845 $4.6M
Phoenix Financial Ltd. 0.07% Add +2.5% 33,426 $4.5M
Caxton Associates LP 0.20% Add +252.2% 33,108 $4.5M
Northwest Bancshares, Inc. 0.76% Reduce -11.2% 32,953 $4.4M
Tidal Investments LLC 0.05% Reduce -19.0% 32,234 $4.4M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Reduce -18.0% 32,230 $4.4M
Unigestion Holding SA 0.21% New 32,058 $4.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.14% Reduce -51.2% 31,993 $4.3M
Forvis Mazars Wealth Advisors, LLC 0.10% Reduce -1.4% 31,511 $4.3M
Hourglass Capital, LLC 1.18% Add +2.3% 31,480 $4.3M
Y-Intercept (Hong Kong) Ltd 0.26% Reduce -18.6% 30,978 $4.2M
GTS Securities LLC 0.08% Add +7.7% 30,191 $4.1M
Montgomery Investment Management Inc. 1.46% No change 29,890 $4.0M
Hudson Capital Management LLC 1.33% Add +3.4% 29,855 $4.0M
Silvant Capital Management LLC 0.18% Reduce -13.6% 29,846 $4.0M
Commerce Bank 0.02% Reduce -16.1% 29,540 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +8.1% 29,537 $4.0M
BTC Capital Management, Inc. 0.35% Reduce -0.1% 28,989 $3.9M
Elo Mutual Pension Insurance Co 0.08% Reduce -1.0% 28,862 $3.9M
First National Bank of Mount Dora, Trust Investment Services 0.88% Add +8.4% 28,787 $3.9M
Alyeska Investment Group, L.P. 0.02% Reduce -92.0% 28,629 $3.9M
Shepherd Financial Partners LLC 0.45% Add +3.2% 27,994 $3.8M
Stanley-Laman Group, Ltd. 0.48% Add +2.3% 27,887 $3.8M
J. W. Coons Advisors, LLC 0.69% Reduce -0.2% 27,613 $3.7M
Douglas Lane & Associates, LLC 0.05% Reduce -11.1% 27,565 $3.7M
Oregon Public Employees Retirement Fund 0.07% Reduce -2.6% 27,399 $3.7M
Howard Capital Management, LLC 0.06% New 27,326 $3.7M
Highland Capital Management, LLC 0.21% Reduce -5.1% 27,191 $3.7M
IMA Advisory Services, Inc. 0.80% Add +1.9% 27,148 $3.7M
NewEdge Advisors, LLC 0.02% Add +1.9% 27,126 $3.7M
Resources Management Corp. /CT/ 0.49% Add +4.5% 26,944 $3.6M
Martingale Asset Management L P 0.08% Add +7.2% 26,310 $3.6M
Diversified Trust Co. 0.09% Reduce -0.8% 26,172 $3.5M
Beacon Investment Advisory Services, Inc. 0.15% Add +3.6% 26,099 $3.5M
Bridgeway Capital Management, LLC 0.08% Reduce -8.5% 25,950 $3.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -4.8% 25,734 $3.5M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -9.4% 25,690 $3.5M
Oppenheimer Asset Management Inc. 0.04% Add +1.2% 25,497 $3.4M
CSU Producer Resources, Inc. 10.77% No change 25,059 $3.4M
Sunbelt Securities, Inc. 0.33% Reduce -5.1% 24,781 $3.3M
Donaldson Capital Management, LLC 0.13% Reduce -19.9% 24,630 $3.3M
Brevan Howard Capital Management LP 0.17% Reduce -31.4% 24,578 $3.3M
Fourpath Capital Management, LLC 0.61% New 24,548 $3.3M
Balyasny Asset Management L.P. 0.01% Add +98.6% 24,378 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 24,308 $3.3M
Atria Wealth Solutions, Inc. 0.04% Reduce -6.7% 24,285 $3.3M
Welch & Forbes LLC 0.04% No change 24,213 $3.3M
USS Investment Management Ltd 0.02% No change 24,100 $3.3M
Virtu Financial LLC 0.18% New 24,061 $3.2M
Convergence Investment Partners, LLC 0.88% Add +12.8% 24,050 $3.2M
Pine Valley Investments Ltd Liability Co 0.22% Reduce -0.1% 23,982 $3.2M
Hennessy Advisors Inc. 0.10% Reduce -1.6% 23,950 $3.2M
Pinebridge Investments, L.P. 0.02% Add +12.4% 23,798 $3.2M
CENTRAL TRUST Co 0.08% Reduce -12.0% 23,732 $3.2M
Community Financial Services Group, LLC 0.65% Reduce -5.7% 23,657 $3.2M
Alamar Capital Management, LLC 1.75% Reduce -0.1% 23,523 $3.2M
Knights of Columbus Asset Advisors LLC 0.21% Reduce -52.8% 23,418 $3.2M
Uniplan Investment Counsel, Inc. 0.28% Reduce -5.8% 23,236 $3.1M
Point72 Asia (Singapore) Pte. Ltd. 0.59% New 23,217 $3.1M
Cypress Capital Group 0.35% Add +1.8% 23,171 $3.1M
Teamwork Financial Advisors, LLC 0.43% New 22,987 $3.1M
Kentucky Retirement Systems 0.09% Reduce -9.4% 22,319 $3.0M
Bahl & Gaynor LLC 0.02% Add +2.1% 22,285 $3.0M
Geneos Wealth Management Inc. 0.11% Add +2.7% 22,253 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +6.9% 22,188 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +6.9% 22,188 $3.0M
Old Second National Bank of Aurora 0.72% Reduce -1.9% 22,131 $3.0M
Twin Capital Management Inc. 0.33% Add +9.8% 21,860 $3.0M
Stratos Wealth Partners, LTD. 0.04% Reduce -32.0% 21,825 $2.9M
Paloma Partners Management Co 0.20% Add +68.1% 21,735 $2.9M
D. E. Shaw & Co. 0.00% Reduce -74.2% 21,667 $2.9M
Intact Investment Management Inc. 0.10% No change 21,550 $2.9M
Investment Management Corp of Ontario 0.06% Reduce -4.6% 21,381 $2.9M
UniSuper Management Pty Ltd 0.02% Add +9.5% 21,350 $2.9M
Dana Investment Advisors, Inc. 0.09% Reduce -0.8% 21,056 $2.8M
Atlantic Union Bankshares Corp 0.17% Add +9.1% 21,050 $2.8M
Clearbridge Investments, LLC 0.00% Add +329.1% 20,891 $2.8M
Foster & Motley Inc. 0.18% Add +23.3% 20,802 $2.8M
Mizuho Securities USA LLC 0.06% Reduce -17.6% 20,775 $2.8M
Ontario Teachers Pension Plan Board 0.03% Add +256.3% 20,716 $2.8M
Scotia Capital Inc. 0.01% Reduce -17.0% 20,669 $2.8M
Synovus Financial Corp. 0.03% Add +43.6% 20,642 $2.8M
Alaska Permanent Fund Corp 0.04% No change 20,498 $2.8M
Community Trust & Investment Co. 0.17% Add +5.7% 20,405 $2.8M
PEAK6 Investments LLC 0.14% Add +36.0% 20,382 $2.8M
Focus Partners Wealth 0.01% Reduce -21.4% 20,284 $2.7M
Hartford Investment Management Co. 0.09% Reduce -3.6% 20,176 $2.7M
Advent Capital Management 4.60% New 20,000 $2.7M
Regions Financial Corp. 0.02% Add +1.4% 19,946 $2.7M
Mathes Company, Inc. 0.95% Reduce -15.1% 19,740 $2.7M
Heritage Wealth Management, Inc. 0.87% Reduce -2.0% 19,650 $2.7M
Empirical Finance, LLC 0.15% Add +1.0% 19,543 $2.6M
Townsquare Capital LLC 0.03% Reduce -2.3% 19,489 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.9% 19,269 $2.6M
FineMark National Bank & Trust 0.09% Reduce -0.6% 19,238 $2.6M
Argonautica Private Wealth Management, Inc. 0.86% Add +0.4% 19,173 $2.6M
XTX Topco Ltd 0.19% New 19,062 $2.6M
Navellier & Associates Inc. 0.35% Reduce -5.0% 19,034 $2.6M
Viking Fund Management LLC 0.42% Add +26.7% 19,000 $2.6M
Maryland State Retirement & Pension System 0.05% Reduce -26.4% 18,687 $2.5M
Abacus FCF Advisors LLC 0.58% New 18,500 $2.5M
Quadrant Private Wealth Management, LLC 0.62% Add +27.4% 18,463 $2.5M
Rakuten Investment Management, Inc. 0.01% Add +30.9% 18,275 $2.5M
Trilogy Capital Inc. 0.12% Add +7.1% 18,087 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -2.7% 18,000 $2.4M
Prosperity Consulting Group, LLC 0.19% New 17,968 $2.4M
Centiva Capital, LP 0.11% Add +283.6% 17,939 $2.4M
Quantinno Capital Management LP 0.03% Add +25.7% 17,875 $2.4M
Varma Mutual Pension Insurance Co 0.02% Reduce -39.4% 18,600 $2.4M
Savant Capital, LLC 0.02% Reduce -36.3% 17,819 $2.4M
Nomura Holdings Inc. 0.02% Add +32.9% 17,723 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -5.8% 17,719 $2.4M
Graypoint LLC 0.15% Reduce -1.8% 17,621 $2.4M
Inscription Capital, LLC 0.35% Add +6.3% 17,613 $2.4M
Metis Global Partners, LLC 0.07% Add +13.1% 17,583 $2.4M
Tower Research Capital LLC (TRC) 0.06% Reduce -12.0% 17,537 $2.4M
M&G PLC 0.01% Reduce -7.4% 17,475 $2.4M
Bragg Financial Advisors, Inc 0.10% Reduce -2.7% 17,355 $2.3M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -3.2% 17,260 $2.3M
Wolverine Trading, LLC 0.06% Reduce -28.4% 17,126 $2.3M
Sequoia Financial Advisors, LLC 0.02% Add +0.3% 17,148 $2.3M
Kestra Private Wealth Services, LLC 0.04% Reduce -17.6% 17,105 $2.3M
Fruth Investment Management 0.60% No change 17,100 $2.3M
Edgestream Partners, L.P. 0.10% New 17,023 $2.3M
Bristlecone Advisors, LLC 0.18% Reduce -2.6% 16,974 $2.3M
Oddo BHF Asset Management Sas 0.11% — 16,909 $2.3M
Bessemer Group Inc. 0.00% Reduce -3.8% 16,906 $2.3M
Fisher Asset Management 0.00% Add +89.1% 16,855 $2.3M
First Merchants Corp. 0.09% Add +9.8% 16,741 $2.3M
Centric Wealth Management 0.59% Add +3.8% 16,114 $2.2M
Archford Capital Strategies, LLC 0.33% Add +2.4% 15,711 $2.2M
Red Cedar Investment Management, LLC 0.28% Reduce -23.6% 16,390 $2.2M
Profund Advisors LLC 0.08% Reduce -5.7% 16,368 $2.2M
Beacon Investment Advisors LLC 1.05% Add +0.7% 16,354 $2.2M
Nemes Rush Group LLC 0.32% Reduce -1.9% 12,932 $2.2M
Brown Advisory Inc. 0.00% Reduce -3.0% 16,331 $2.2M
Roundview Capital LLC 0.16% Add +3.6% 16,266 $2.2M
SG Americas Securities, LLC 0.01% Reduce -75.8% 16,055 $2.2M
StoneX Group Inc. 0.16% Add +17.6% 16,034 $2.2M
New Mexico Educational Retirement Board 0.07% Reduce -6.4% 16,016 $2.2M
Old National Bancorp 0.05% Reduce -3.1% 15,940 $2.2M
HB Wealth Management, LLC 0.02% Reduce -12.0% 15,919 $2.1M
Ieq Capital, LLC 0.03% Add +41.4% 15,882 $2.1M
Jacobi Capital Management LLC 0.16% Add +1.1% 15,775 $2.1M
Banque Cantonale Vaudoise 0.09% Reduce -20.7% 15,773 $2.1M
NEOS Investment Management LLC 0.06% Add +26.0% 15,736 $2.1M
Arbor Capital Management Inc. 2.00% Reduce -5.7% 15,454 $2.1M
Courier Capital LLC 0.14% Reduce -1.2% 15,641 $2.1M
X-Square Capital, LLC 0.71% Add +2.1% 15,630 $2.1M
Vinva Investment Management Ltd 0.09% Add +12.3% 15,441 $2.1M
Banco de Sabadell, S.A 1.57% Add +3.6% 15,479 $2.1M
Accordant Advisory Group Inc 2.32% Add +3.0% 15,446 $2.1M
Bank & Trust Co 1.69% Add +0.1% 15,392 $2.1M
Axq Capital, LP 0.63% New 15,384 $2.1M
Seven Eight Capital, LP 0.19% New 15,371 $2.1M
Sandy Spring Bank 0.08% Add +1.1% 15,203 $2.1M
Unison Advisors LLC 0.25% Add +0.7% 15,121 $2.0M
Jefferies Financial Group Inc. 0.04% Reduce -67.1% 15,119 $2.0M
Park Avenue Securities LLC 0.02% Reduce -13.6% 14,962 $2.0M
Orleans Capital Management Corp. 1.15% Reduce -1.3% 14,930 $2.0M
First Trust Direct Indexing L.P. 0.11% Reduce -3.4% 14,864 $2.0M
Raymond James Trust N.A. 0.04% Add +9.6% 14,747 $2.0M
Caldwell Trust Co 0.21% Reduce -3.5% 14,747 $2.0M
Peapack Gladstone Financial Corp. 0.03% Reduce -3.4% 14,712 $2.0M
Moseley Investment Management Inc. 0.79% Add +4.2% 14,643 $2.0M
Vident Advisory, LLC 0.05% Add +4.3% 14,563 $2.0M
Family Manage LLC 0.33% New 14,559 $2.0M
Tilia Fiduciary Partners, Inc. 1.36% New 14,553 $2.0M
Cwm, LLC 0.01% Reduce -21.0% 14,382 $1.9M
United Capital Financial Advisors, LLC 0.02% Add +0.3% 14,328 $1.9M
iA Global Asset Management Inc. 0.03% Reduce -36.8% 14,297 $1.9M
Hanson & Doremus Investment Management 0.31% Reduce -10.5% 14,290 $1.9M
Independent Advisor Alliance 0.07% Reduce -7.0% 14,264 $1.9M
Fifth Third Bancorp 0.01% Add +0.9% 14,181 $1.9M
Aquila Investment Management LLC 2.10% No change 14,000 $1.9M
Benjamin Edwards Inc. 0.03% New 13,966 $1.9M
Interval Partners, LP 0.05% New 13,955 $1.9M
Prudential PLC 0.01% Add +168.1% 13,853 $1.9M
Norinchukin Bank, The 0.04% Add +16.8% 13,786 $1.9M
Choreo, LLC 0.03% Add +6.5% 13,439 $1.8M
Mgo One Seven LLC 0.08% Add +0.9% 13,566 $1.8M
Arvest Investments, Inc. 0.28% Add +10.5% 13,523 $1.8M
Smithbridge Asset Management Inc. 0.31% Add +37.4% 13,487 $1.8M
Bar Harbor Wealth Management 0.12% No change 13,464 $1.8M
King Luther Capital Management Corp. 0.01% Reduce -17.4% 13,345 $1.8M
Level Four Advisory Services, LLC 0.08% Reduce -7.7% 13,810 $1.8M
Independent Solutions Wealth Management, LLC 0.41% Add +2.1% 13,258 $1.8M
Covenant Asset Management, LLC 0.40% Reduce -2.1% 13,243 $1.8M
Smartleaf Asset Management LLC 0.22% Add +6.1% 13,052 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.83% Add +3.3% 13,137 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.17% Add +2.4% 13,123 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -1.5% 13,029 $1.8M
Affinity Investment Advisors, LLC 1.21% Reduce -1.6% 13,019 $1.8M
Intrust Bank NA 0.18% Reduce -2.6% 13,005 $1.8M
Coastline Trust Co 0.21% Reduce -6.2% 12,953 $1.7M
Barrow Hanley Mewhinney & Strauss LLC 0.01% Reduce -5.5% 12,924 $1.7M
Nebula Research & Development LLC 0.21% New 12,915 $1.7M
Stiles Financial Services Inc 0.61% Add +8.2% 12,856 $1.7M
Syon Capital LLC 0.15% Reduce -8.1% 12,841 $1.7M
Exchange Capital Management, Inc. 0.28% Reduce -1.7% 12,835 $1.7M
Fulton Bank, N.A. 0.07% Reduce -9.7% 12,768 $1.7M
Ritholtz Wealth Management 0.05% Add +0.2% 12,541 $1.7M
Bokf, NA 0.03% Reduce -53.7% 11,747 $1.7M
Neo Ivy Capital Management 0.55% Reduce -14.2% 12,482 $1.7M
Flputnam Investment Management Co. 0.03% Reduce -3.7% 12,482 $1.7M
PFG Investments, LLC 0.11% Add +24.5% 12,382 $1.7M
Mengis Capital Management, Inc. 0.33% Reduce -1.2% 12,295 $1.7M
Siemens Fonds Invest GmbH 0.13% Add +24.9% 12,265 $1.7M
TD Waterhouse Canada Inc. 0.01% Add +8.6% 12,009 $1.7M
Becker Capital Management Inc. 0.05% Add +4.3% 12,149 $1.6M
Viawealth, LLC 0.95% Add +0.8% 12,126 $1.6M
Thrive Capital Management, LLC 0.77% Add +6.2% 12,063 $1.6M
Versor Investments LP 0.26% Add +146.0% 12,045 $1.6M
Apollon Wealth Management, LLC 0.05% Reduce -11.4% 11,972 $1.6M
Verdence Capital Advisors LLC 0.13% Add +25.3% 11,928 $1.6M
Moors & Cabot, Inc. 0.08% Reduce -1.2% 11,887 $1.6M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -13.0% 11,604 $1.6M
OMERS ADMINISTRATION Corp 0.01% Reduce -11.3% 11,825 $1.6M
Anchor Investment Management, LLC 0.15% Add +13.1% 11,820 $1.6M
Stablepoint Partners, LLC 0.29% Add +2.2% 11,807 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +32.1% 11,641 $1.6M
Equitable Holdings, Inc. 0.02% Add +25.6% 11,632 $1.6M
First Citizens Bank & Trust Co. 0.03% Reduce -6.2% 11,592 $1.6M
MRP Capital Investments, LLC 1.48% Reduce -3.1% 11,534 $1.6M
Wedbush Securities Inc. 0.06% Add +11.2% 11,509 $1.6M
Fidelis Capital Partners, LLC 0.18% Add +4.8% 11,675 $1.6M
SeaCrest Wealth Management, LLC 0.17% Reduce -5.3% 11,365 $1.5M
Prospera Financial Services Inc 0.04% Add +3.3% 11,350 $1.5M
Harvest Portfolios Group Inc. 0.05% Add +18.4% 11,333 $1.5M
Kingsview Wealth Management, LLC 0.03% Reduce -3.5% 11,325 $1.5M
River Street Advisors LLC 0.84% Add +4.1% 11,323 $1.5M
Sapient Capital LLC 0.03% Add +0.8% 11,314 $1.5M
UMB Bank, n.a. 0.02% Reduce -12.5% 11,218 $1.5M
Wealthspire Advisors, LLC 0.02% Reduce -1.7% 11,212 $1.5M
Teza Capital Management LLC 0.17% New 11,203 $1.5M
Wambolt & Associates, LLC 0.41% Add +9.3% 10,991 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +7.5% 11,160 $1.5M
Alaethes Wealth, LLC 0.55% Reduce -2.1% 11,085 $1.5M
Flagship Harbor Advisors, LLC 0.08% Add +4.9% 11,080 $1.5M
Kerusso Capital Management LLC 0.95% Add +6.4% 11,051 $1.5M
Farmers & Merchants Trust Co of Chambersburg PA 0.57% Reduce -5.1% 11,045 $1.5M
MBM Wealth Consultants, LLC 0.46% Add +7.5% 10,873 $1.5M
Fifth Third Wealth Advisors LLC 0.09% Add +3.2% 10,870 $1.5M
Johnson Investment Counsel Inc. 0.01% Reduce -2.5% 10,826 $1.5M
Miller Howard Investments Inc. 0.04% Reduce -7.9% 10,752 $1.5M
Estate Counselors, LLC 0.15% No change 10,735 $1.4M
Vestcor Inc 0.05% Reduce -2.9% 10,702 $1.4M
Threadgill Financial, LLC 0.86% No change 10,685 $1.4M
Argent Financial Group, Inc. 0.17% — 10,578 $1.4M
Fortem Financial Group, LLC 0.58% Add +85.7% 10,572 $1.4M
Caprock Group, LLC 0.05% Reduce -6.0% 10,542 $1.4M
Argent Trust Co 0.06% Reduce -8.9% 10,524 $1.4M
Energy Income Partners, LLC 0.03% Add +0.4% 10,514 $1.4M
&partners 0.03% Add +252.4% 10,344 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +4.5% 10,335 $1.4M
LBP Am SA 0.02% Reduce -78.2% 10,310 $1.4M
Gateway Investment Advisers LLC 0.02% Add +2.7% 10,298 $1.4M
Vontobel Holding Ltd. 0.00% Add +3.0% 10,170 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -2.4% 10,154 $1.4M
Nations Financial Group Inc, /Ia/ 0.10% Add +8.0% 10,096 $1.4M
Shorepoint Capital Partners LLC 0.31% Add +7.6% 10,090 $1.4M
Access Financial Services, Inc. 0.62% Add +1.5% 10,034 $1.4M
Canal Insurance CO 0.32% No change 10,000 $1.4M
Moody National Bank Trust Division 0.14% Add +19.1% 9,991 $1.3M
Shell Asset Management Co. 0.06% — 9,979 $1.3M
MGB Wealth Management, LLC 0.48% Reduce -24.1% 9,735 $1.3M
IFP Advisors, Inc 0.05% Add +2.8% 9,732 $1.3M
CreativeOne Wealth, LLC 0.04% Add +67.9% 9,724 $1.3M
Greenfield Savings Bank 0.62% Add +4.3% 9,721 $1.3M
BCM Advisors, LLC 0.30% Add +0.5% 10,048 $1.3M
Capital Advisors Inc. 0.03% Reduce -92.9% 9,656 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +1.6% 9,585 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -10.1% 9,486 $1.3M
Bank of Nova Scotia Trust Co. 0.13% Add +15.9% 9,450 $1.3M
Legacy Bridge, LLC 0.69% Add +0.2% 9,432 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.26% Add +9.8% 9,421 $1.3M
Capital Planning Advisors, LLC 0.19% Reduce -9.1% 9,412 $1.3M
FinTrust Capital Advisors, LLC 0.22% Add +7.2% 9,390 $1.3M
Mutual Advisors, LLC 0.04% Add +37.5% 9,643 $1.3M
Belpointe Asset Management LLC 0.08% Add +7.5% 9,364 $1.3M
GAMMA Investing LLC 0.13% Add +6.5% 9,348 $1.3M
Trustmark Bank Trust Department 0.10% Reduce -25.2% 9,340 $1.3M
Invst, LLC 0.15% Add +0.7% 9,330 $1.3M
Pitcairn Co. 0.07% Reduce -17.5% 9,328 $1.3M
Peddock Capital Advisors, LLC 0.30% Add +2.5% 9,325 $1.3M
Avidian Wealth Enterprises, LLC 0.06% Reduce -0.3% 9,301 $1.3M
Retirement Guys Formula LLC 0.58% Add +10.7% 9,264 $1.3M
Scientech Research LLC 0.25% New 9,172 $1.2M
Freedom Investment Management, Inc. 0.10% Reduce -5.0% 9,126 $1.2M
Citizens National Bank Trust Department 0.26% Add +0.7% 8,993 $1.2M
Roman Butler Fullerton & Co. 0.36% Add +6.2% 8,972 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.25% Add +0.8% 8,937 $1.2M
Advisory Resource Group 0.26% No change 8,933 $1.2M
Principal Securities, Inc. 0.03% Reduce -5.3% 8,847 $1.2M
Gsa Capital Partners LLP 0.09% New 8,707 $1.2M
Providence Wealth Advisors, LLC 0.86% Add +0.9% 8,784 $1.2M
Crescent Sterling, Ltd. 1.11% Add +0.2% 8,605 $1.2M
Stratos Wealth Advisors, LLC 0.05% Add +7.4% 8,540 $1.2M
Keybank National Association 0.00% Reduce -2.2% 8,529 $1.2M
Marino, Stram & Associates LLC 0.26% Add +0.3% 8,509 $1.1M
Paradigm Asset Management Co. LLC 0.30% No change 8,500 $1.1M
ProVise Management Group, LLC 0.09% Add +1.5% 8,490 $1.1M
Intellectus Partners, LLC 0.29% Add +156.3% 8,477 $1.1M
Independent Financial Group, LLC 0.04% Add +23.7% 8,457 $1.1M
Donoghue Forlines LLC 0.33% New 8,447 $1.1M
Impact Partnership Wealth, LLC 0.26% Add +7.0% 8,442 $1.1M
Douglass Winthrop Advisors, LLC 0.02% No change 8,385 $1.1M
Elevation Point Wealth Partners, LLC 0.11% Add +76.0% 8,333 $1.1M
Clearstead Advisors, LLC 0.02% Reduce -7.7% 8,301 $1.1M
MAI Capital Management 0.01% Reduce -46.5% 8,286 $1.1M
Stoneridge Investment Partners LLC 0.42% New 8,278 $1.1M
Fulcrum Equity Management 0.94% Reduce -14.4% 8,264 $1.1M
Coldstream Capital Management Inc. 0.02% Add +10.8% 8,166 $1.1M
JT Stratford LLC 0.19% Reduce -17.3% 8,182 $1.1M
First United Bank & Trust 0.40% Reduce -9.1% 8,168 $1.1M
FORA Capital, LLC 0.13% New 8,163 $1.1M
Bleakley Financial Group, LLC 0.03% Reduce -6.5% 8,146 $1.1M
Semanteon Capital Management, LP 0.75% Add +71.5% 8,135 $1.1M
Keeley-Teton Advisors, LLC 0.12% Add +1.1% 8,127 $1.1M
Prime Capital Investment Advisors, LLC 0.02% Reduce -3.8% 8,116 $1.1M
Wilsey Asset Management Inc. 0.20% Reduce -23.4% 8,043 $1.1M
Tocqueville Asset Management L.P. 0.02% Add +21.5% 7,993 $1.1M
Cadence Bank 0.07% Reduce -1.7% 7,979 $1.1M
Dynamic Technology Lab Private Ltd 0.11% New 7,973 $1.1M
SPC Financial, Inc. 0.09% Add +0.1% 7,973 $1.1M
International Assets Investment Management, LLC 0.09% Reduce -15.4% 7,971 $1.1M
Kornitzer Capital Management Inc. 0.02% No change 7,940 $1.1M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -1.1% 7,939 $1.1M
CX Institutional 0.05% Add +0.6% 7,926 $1.1M
Wright Investors Service Inc. 0.28% Reduce -35.3% 7,880 $1.1M
Field & Main Bank 0.38% Add +3.1% 7,850 $1.1M
Neumann Capital Management, LLC 0.35% No change 7,813 $1.1M
Polianta Ltd 0.49% New 7,800 $1.1M
Campbell & CO Investment Adviser LLC 0.08% New 7,789 $1.1M
Confluence Wealth Services, Inc. 0.08% Add +0.2% 7,770 $1.0M
Wahed Invest LLC 0.19% Add +6.7% 7,756 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% Add +183.4% 7,726 $1.0M
IHT Wealth Management, LLC 0.03% Add +6.3% 7,699 $1.0M
Allworth Financial LP 0.01% Reduce -0.5% 7,659 $1.0M
Capstone Investment Advisors, LLC 0.04% New 7,603 $1.0M
Cornerstone Advisors, LLC 0.04% Add +55.1% 7,600 $1.0M
Concurrent Investment Advisors, LLC 0.03% Add +23.9% 7,576 $1.0M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -99.7% 7,573 $1.0M
Sigma Planning Corp 0.03% Reduce -1.3% 7,564 $1.0M
Swiss Life Asset Management Ltd 0.01% Reduce -79.2% 7,560 $1.0M
Aster Capital Management (DIFC) Ltd 0.22% — 7,548 $1.0M
Good Life Advisors, LLC 0.06% Add +2.4% 7,544 $1.0M
Ballew Advisors, Inc 0.68% No change 7,300 $1.0M
Kendall Capital Management 0.31% Reduce -3.3% 7,519 $1.0M
Atlantic Edge Private Wealth Management, LLC 0.31% Add +3.4% 7,516 $1.0M
Perpetual Ltd 0.01% Add +8.6% 7,479 $1.0M
Legacy Trust 0.23% Add +2.6% 7,474 $1.0M
Godshalk Welsh Capital Management, Inc. 0.63% No change 7,425 $1.0M
SpiderRock Advisors, LLC 0.02% Add +6.2% 7,389 $998K
Brookstone Capital Management 0.01% Add +16.7% 7,383 $997K
Daymark Wealth Partners, LLC 0.04% Reduce -14.8% 7,370 $995K
Leavell Investment Management, Inc. 0.05% Add +25.6% 7,358 $994K
Lazard Asset Management LLC 0.00% Add +54.6% 7,355 $992K
Ables, Iannone, Moore & Associates, Inc. 0.64% Reduce -0.1% 7,331 $990K
Rodgers Brothers Inc. 0.13% Reduce -6.4% 7,321 $989K
Westpac Banking Corp. 0.07% Add +55.0% 7,266 $981K
Buckley Wealth Management, LLC 0.30% Add +5.1% 7,235 $977K
Investors Research Corp 0.21% No change 7,151 $966K
Fayez Sarofim & Co 0.00% Reduce -15.4% 7,122 $962K
Entropy Technologies, LP 0.10% New 7,030 $949K
GoalVest Advisory LLC 0.27% Add +7.7% 7,024 $948K
Sweet Financial Partners, LLC 0.20% Add +16.7% 7,011 $947K
RBF Capital, LLC 0.05% No change 7,000 $945K
CI Investments Inc. 0.00% Reduce -1.3% 6,980 $943K
New England Research & Management, Inc. 0.44% Add +121.4% 6,975 $942K
Measured Wealth Private Client Group, LLC 0.31% Add +9.0% 6,960 $940K
CWA Asset Management Group, LLC 0.05% — 6,958 $939K
Evergreen Wealth Management, LLC 0.56% Reduce -25.6% 6,908 $933K
Meeder Advisory Services, Inc. 0.06% Reduce -7.7% 6,881 $929K
McCarter Private Wealth Services LLC 0.58% — 6,831 $922K
Ostrum Asset Management 0.08% Reduce -30.9% 6,781 $916K
V-Square Quantitative Management LLC 0.13% Add +15.8% 6,778 $915K
MIdWestOne Financial Group, Inc. 0.13% Reduce -2.9% 6,743 $911K
First Financial Bankshares Inc 0.02% Reduce -0.0% 6,730 $909K
MQS Management LLC 0.51% New 6,714 $907K
OneDigital Investment Advisors LLC 0.01% Add +21.7% 6,693 $904K
Personal Cfo Solutions, LLC 0.13% Add +4.4% 6,679 $902K
Johnson Financial Group, Inc. 0.04% Add +89.7% 6,676 $901K
Essex Investment Management Co. LLC 0.16% No change 6,662 $900K
Wedmont Private Capital 0.05% Reduce -33.2% 6,244 $899K
Greenleaf Trust 0.01% Add +9.6% 6,647 $898K
Motco 0.09% Add +0.7% 6,635 $896K
Commerzbank Aktiengesellschaft 0.02% Add +307.9% 6,599 $892K
Cidel Asset Management Inc. 0.06% Add +7.4% 6,591 $890K
Inceptionr LLC 0.22% New 6,575 $888K
Tiaa Trust, National Association 0.00% Reduce -0.5% 6,570 $887K
Wesbanco Bank Inc. 0.03% Add +9.0% 6,473 $874K
Smith, Moore & Co. 0.08% Add +4.2% 6,455 $872K
Sheaff Brock Investment Advisors, LLC 0.08% No change 6,429 $868K
Catalyst Funds Management Pty Ltd 0.19% Add +113.3% 6,400 $864K
Jump Financial, LLC 0.02% Add +179.6% 6,341 $856K
Koshinski Asset Management, Inc. 0.07% Reduce -0.2% 6,304 $851K
Canal Capital Management, LLC 0.14% Add +2.2% 6,303 $851K
Stevens Capital Management LP 0.12% New 6,294 $850K
Linscomb Wealth, Inc. 0.04% Reduce -2.3% 6,285 $849K
Forum Financial Management, LP 0.01% Add +0.0% 6,209 $838K
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -0.4% 6,175 $834K
Copperwynd Financial, LLC 0.25% Add +3.8% 6,158 $832K
Silver Oak Securities, Incorporated 0.09% Add +306.0% 6,070 $825K
EverSource Wealth Advisors, LLC 0.05% Add +2.5% 6,086 $822K
Kingswood Wealth Advisors, LLC 0.06% Reduce -18.5% 6,066 $821K
Snowden Capital Advisors LLC 0.02% Reduce -6.4% 6,063 $819K
Arkadios Wealth Advisors 0.05% Reduce -5.0% 6,060 $818K
Castlekeep Investment Advisors LLC 0.56% Add +1.5% 6,059 $818K
Rothschild Investment LLC 0.05% Reduce -3.7% 5,936 $802K
Ballast, Inc. 0.23% Add +0.2% 5,934 $801K
Inspire Advisors, LLC 0.10% Add +18.4% 5,924 $800K
Parsons Capital Management Inc. 0.05% Add +3.5% 5,913 $798K
Drive Wealth Management, LLC 0.20% Reduce -1.5% 5,793 $782K
Berger Financial Group, Inc 0.06% New 5,788 $782K
Pekin Hardy Strauss, Inc. 0.10% Reduce -17.2% 5,760 $778K
L.M. Kohn & Company 0.19% Add +0.2% 5,652 $763K
Integrated Advisors Network LLC 0.04% Add +5.6% 5,614 $758K
CSS LLC 0.14% Add +12.0% 5,600 $756K
Trexquant Investment LP 0.01% New 5,595 $755K
Aptus Capital Advisors, LLC 0.01% Add +5.7% 5,585 $754K
Checchi Capital Advisers, LLC 0.06% Reduce -3.6% 5,569 $752K
Virtus Advisers, LLC 0.35% Add +10.8% 5,564 $751K
Compound Planning, Inc. 0.05% Reduce -4.4% 5,520 $745K
Argyle Capital Management, LLC 0.30% Add +49.7% 5,500 $743K
Florida Trust Wealth Management Co 0.02% Add +0.2% 5,465 $738K
Chesapeake Wealth Management 0.25% Reduce -0.1% 5,452 $736K
Great Lakes Advisors, LLC 0.01% Reduce -54.7% 5,430 $733K
Lewis Asset Management, LLC 0.53% Add +3.5% 5,428 $733K
St. Johns Investment Management Company, LLC 0.34% Add +6.8% 5,413 $731K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -0.0% 5,402 $729K
KCM Investment Advisors LLC 0.02% Add +2.0% 5,398 $729K
Financial Advocates Investment Management 0.04% Reduce -1.0% 5,395 $729K
Nicholas Wealth, LLC. 0.45% Add +27.9% 5,348 $722K
NorthRock Partners, LLC 0.02% Add +21.7% 5,334 $720K
Old Port Advisors 0.20% Reduce -5.0% 5,284 $714K
Claro Advisors Inc. 0.09% Add +69.7% 5,266 $711K
Bangor Savings Bank 0.07% Add +0.3% 5,250 $709K
Summit Global Investments 0.04% Reduce -13.4% 5,211 $704K
Laraway Financial Advisors Inc 0.56% No change 5,213 $704K
Adirondack Trust Co. 0.27% Reduce -0.8% 5,207 $703K
Horizon Investments, LLC 0.02% Reduce -8.2% 5,183 $700K
NorthCoast Asset Management LLC 0.00% Add +256.5% 10,292 $699K
HUB Investment Partners, LLC 0.03% Add +27.1% 5,117 $691K
Larson Financial Group LLC 0.04% Add +71.9% 5,117 $691K
Diversify Advisory Services, LLC 0.04% Add +17.0% 5,055 $686K
Venturi Wealth Management, LLC 0.04% Add +10.6% 5,072 $685K
Midwest Professional Planners, LTD. 0.21% Reduce -17.5% 5,066 $684K
Ameritas Investment Partners, Inc. 0.02% Reduce -14.8% 5,063 $684K
E&G Advisors, LLC 0.19% Reduce -1.6% 5,060 $683K
Coppell Advisory Solutions LLC 0.10% Add +13.8% 5,022 $683K
Global Retirement Partners, LLC 0.02% Reduce -8.8% 5,052 $682K
CPC Advisors, LLC 0.10% Add +180.9% 5,026 $679K
Sumitomo Life Insurance Co. 0.01% Add +2.9% 4,995 $674K
Silver Coast Investments LLC 0.25% Add +5.4% 4,987 $673K
Merit Financial Group, LLC 0.02% Reduce -32.1% 4,984 $673K
Trinity Legacy Partners, LLC 0.17% No change 4,761 $672K
Cutter & CO Brokerage, Inc. 0.15% Add +1.5% 4,937 $667K
Lingohr Asset Management GmbH 1.61% Reduce -2.2% 4,911 $663K
Gradient Investments LLC 0.01% Reduce -7.7% 4,898 $661K
Ascentis Independent Advisors 0.10% Add +16.2% 4,886 $660K
MTM Investment Management, LLC 0.26% No change 4,630 $659K
Atlas Capital Advisors Inc. 0.10% Reduce -8.8% 4,876 $658K
Segment Wealth Management, LLC 0.05% Reduce -18.0% 4,866 $657K
Quad-Cities Investment Group, LLC 0.33% Add +1.6% 4,851 $655K
Prudent Man Advisors, LLC 0.22% Reduce -14.3% 4,837 $653K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -20.7% 4,837 $653K
TFG Advisers LLC 0.23% Add +1.3% 4,817 $650K
Simmons Bank 0.05% Add +4.7% 4,806 $649K
nVerses Capital, LLC 0.30% Add +220.0% 4,800 $648K
Leonteq Securities AG 0.08% Add +146.6% 4,794 $647K
Moran Wealth Management, LLC 0.02% Reduce -0.7% 4,782 $646K
Heartland Bank & Trust Co 0.35% Reduce -3.5% 4,774 $645K
Romano Brothers and Company 0.08% No change 4,749 $641K
Eads & Heald Wealth Management 0.30% Add +7.7% 4,743 $640K
Clarius Group, LLC 0.04% Reduce -2.9% 4,713 $639K
Conning Inc. 0.02% Add +59.9% 4,734 $639K
Rockland Trust Co. 0.03% Reduce -4.3% 4,715 $637K
Brown Brothers Harriman & Co. 0.00% Add +57.8% 4,701 $635K
Rosenberg Matthew Hamilton 0.17% Add +3.9% 4,698 $634K
Ramirez Asset Management, Inc. 0.12% No change 4,665 $630K
Mission Wealth Management, LP 0.02% Add +40.4% 4,613 $623K
Patrick M Sweeney & Associates, Inc. 0.46% No change 4,597 $621K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 4,590 $620K
Sherbrooke Park Advisers LLC 0.14% New 4,559 $616K
Institute for Wealth Management, LLC. 0.08% No change 4,557 $615K
Mather Group, Llc. 0.01% Reduce -72.8% 4,548 $614K
PAX Financial Group, LLC 0.11% Add +4.5% 4,532 $612K
Ascent Group, LLC 0.05% Reduce -4.6% 4,517 $610K
Exchange Traded Concepts, LLC 0.01% New 4,512 $609K
Evoke Wealth, LLC 0.02% New 4,427 $598K
Dynamic Advisor Solutions LLC 0.02% Add +0.7% 4,419 $597K
Maven Securities LTD 0.07% Add +5.1% 4,412 $596K
Tyche Wealth Partners LLC 0.13% Add +0.1% 4,404 $595K
NFSG Corp 0.21% Reduce -6.4% 4,402 $594K
Hara Capital LLC 0.37% No change 4,395 $593K
Realta Investment Advisors 0.27% Reduce -43.2% 4,201 $593K
Eagle Harbor Asset Management Inc. 0.59% No change 4,374 $591K
Traynor Capital Management, Inc. 0.05% Reduce -10.2% 4,363 $589K
1ST Source Bank 0.03% Add +3.3% 4,286 $579K
Hollencrest Capital Management 0.02% Reduce -8.7% 4,280 $578K
Zacks Investment Management 0.01% Add +16.5% 4,246 $573K
World Investment Advisors 0.02% Add +34.7% 4,245 $573K
Armstrong Advisory Group, Inc. 0.05% Add +3.9% 4,233 $572K
Loudon Investment Management, LLC 0.31% No change 4,219 $570K
Prelude Capital Management, LLC 0.04% New 4,217 $569K
Symphony Financial, Ltd. Co. 0.09% Add +1.2% 4,168 $567K
Cornerstone Wealth Management, LLC 0.04% Add +1.5% 4,192 $566K
Elevated Capital Advisors, LLC 0.15% Reduce -0.6% 4,177 $564K
Northstar Advisory Group, LLC 0.29% Reduce -0.2% 4,157 $561K
Lanark Financial, Inc. 0.05% Add +0.4% 4,129 $557K
PBMares Wealth Management LLC 0.12% Reduce -1.7% 4,122 $557K
HighPoint Advisor Group LLC 0.03% Add +13.0% 4,337 $556K
Garrett Wealth Advisory Group, LLC 0.14% No change 4,084 $551K
Journey Strategic Wealth LLC 0.02% New 4,057 $548K
Collective Family Office LLC 0.15% Reduce -1.0% 4,037 $545K
DMC Group, LLC 0.44% New 4,028 $544K
Norden Group LLC 0.06% Add +28.6% 4,028 $544K
Ruggaard & Associates LLC 0.24% No change 4,013 $542K
Mullaney, Keating & Wright, Inc. 0.37% No change 4,000 $540K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.3% 3,989 $539K
Bill Few Associates, Inc. 0.19% No change 3,984 $538K
Proffitt & Goodson Inc. 0.09% Reduce -1.1% 3,970 $536K
Western Wealth Management, LLC 0.03% Reduce -3.4% 3,935 $531K
Bryn Mawr Trust Advisors, LLC 0.03% Add +0.6% 3,925 $530K
Redwood Wealth Management Group, LLC 0.26% Reduce -4.0% 3,900 $527K
Carnegie Investment Counsel 0.02% No change 3,900 $527K
Parallel Advisors, LLC 0.01% Add +2.8% 3,890 $525K
Tectonic Advisors LLC 0.03% Reduce -16.2% 3,890 $525K
Kathmere Capital Management, LLC 0.05% Add +13.6% 3,879 $524K
Waverly Advisors, LLC 0.01% Reduce -0.6% 3,859 $521K
Goelzer Investment Management, Inc. 0.03% Reduce -28.0% 3,849 $520K
Ausdal Financial Partners, Inc. 0.05% Add +10.6% 3,829 $517K
First National Corp. /Ma/ 0.12% Reduce -18.4% 3,828 $517K
First Horizon Advisors, Inc. 0.01% Add +1.6% 3,827 $517K
Montecito Bank & Trust 0.09% Reduce -0.7% 3,812 $515K
Jackson Hole Capital Partners, LLC 0.11% No change 3,790 $512K
Financial Counselors Inc. 0.01% Add +7.6% 3,790 $512K
Parkside Financial Bank & Trust 0.07% Reduce -0.7% 3,778 $510K
HM Payson & Co. 0.01% Reduce -0.1% 3,750 $506K
Petra Financial Advisors Inc. 0.33% Reduce -6.5% 3,730 $504K
Brave Asset Management Inc. 0.12% No change 3,705 $500K
Appleton Partners Inc. 0.04% Reduce -2.4% 3,684 $497K
Chicago Partners Investment Group LLC 0.02% Add +1.2% 3,720 $494K
Mma Asset Management LLC 0.13% New 3,558 $491K
Cullinan Associates Inc. 0.03% Reduce -24.9% 3,620 $491K
Wealthcare Advisory Partners LLC 0.01% Add +5.4% 3,626 $490K
Intrepid Financial Planning Group LLC 0.21% No change 3,599 $486K
Summit Trail Advisors, LLC 0.01% Add +9.2% 3,597 $486K
Emerald Advisors, LLC 0.07% Add +11.5% 3,485 $478K
One Wealth Advisors, LLC 0.07% Add +7.7% 3,522 $476K
Embree Financial Group 0.08% Add +0.8% 3,489 $471K
Farther Finance Advisors, LLC 0.02% Add +1.8% 3,479 $470K
Keudell/Morrison Wealth Management 0.13% Add +0.3% 3,465 $468K
Cladis Investment Advisory, LLC 0.32% No change 3,450 $466K
Vicus Capital 0.04% Reduce -7.5% 3,443 $465K
Fox Run Management, L.L.C. 0.10% New 3,441 $465K
WealthTrust Axiom LLC 0.14% Reduce -3.1% 3,437 $464K
Private Trust Co. NA 0.05% Add +6.3% 3,430 $463K
Focus Partners Advisor Solutions, LLC 0.01% Add +1.6% 3,428 $463K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -54.4% 3,402 $462K
Cooper Financial Group 0.06% Add +14.2% 3,416 $461K
Means Investment Co., Inc. 0.05% Add +5.5% 3,415 $461K
Beta Wealth Group, Inc. 0.21% Add +89.0% 3,404 $460K
Goldstone Financial Group, LLC 0.08% No change 3,403 $460K
Heritage Investors Management Corp. 0.02% No change 3,397 $459K
Bison Wealth, LLC 0.07% Add +2.3% 3,396 $459K
Pinion Investment Advisors, LLC 0.19% Add +17.0% 3,386 $457K
Optimum Investment Advisors 0.20% Reduce -22.8% 3,375 $456K
Waterloo Capital, L.P. 0.05% Reduce -3.6% 3,374 $456K
Wealth Management Associates, Inc. 0.20% No change 3,348 $452K
Forza Wealth Management, LLC 0.21% Reduce -0.0% 3,346 $452K
Compass Wealth Management LLC 0.11% Add +42.8% 3,338 $451K
Cigna Investments Inc. 0.08% Reduce -3.5% 3,321 $449K
Signaturefd, LLC 0.01% Reduce -21.7% 3,324 $449K
Quantum Portfolio Management LLC 0.24% Add +123.7% 3,315 $448K
AdvisorShares Investments LLC 0.09% Add +17.7% 3,305 $446K
Essex Bank 0.11% No change 3,301 $446K
VAUGHAN & Co SECURITIES, INC. 0.26% Reduce -0.8% 3,297 $445K
Valeo Financial Advisors, LLC 0.01% Reduce -13.3% 3,297 $445K
Auxano Advisors, LLC 0.12% Add +2.2% 3,293 $445K
ARS Wealth Advisors Group, LLC 0.05% Add +9.5% 3,285 $444K
American Alpha Advisors, LLC 0.42% — 3,279 $443K
AlphaStar Capital Management, LLC 0.04% Reduce -7.4% 3,274 $442K
Concord Wealth Partners 0.07% Add +2.2% 3,258 $440K
Independence Bank of Kentucky 0.09% Add +6.9% 3,243 $438K
Olympiad Research LP 0.28% New 3,236 $437K
Unique Wealth Strategies, LLC 0.19% Add +12342.3% 3,235 $437K
Seaport Global Advisors, LLC 1.38% No change 3,232 $436K
Essex Financial Services, Inc. 0.03% Reduce -10.8% 3,214 $436K
Castleark Management LLC 0.02% Reduce -92.8% 3,230 $436K
SevenBridge Financial Group, LLC 0.08% New 3,158 $436K
Phoenix Wealth Advisors 0.20% Reduce -9.8% 3,218 $435K
Counterpoint Mutual Funds LLC 0.08% New 3,217 $434K
Denali Advisors LLC 0.05% New 3,200 $432K
Sunpointe, LLC 0.36% Reduce -6.9% 3,199 $432K
Citizens Financial Group Inc. 0.01% Add +18.0% 3,194 $431K
Red Door Wealth Management, LLC 0.07% No change 3,194 $431K
Sather Financial Group Inc 0.03% New 3,194 $431K
Guinness Atkinson Asset Management Inc 0.21% Reduce -4.9% 3,157 $426K
Sovereign Financial Group, Inc. 0.10% Reduce -0.2% 3,148 $425K
Frank, Rimerman Advisors LLC 0.03% Reduce -6.9% 3,125 $422K
Ameritas Advisory Services, LLC 0.02% Add +0.8% 3,122 $422K
Lee Danner & Bass Inc. 0.03% Add +5.2% 3,118 $421K
Blue Trust, Inc. 0.01% Add +132.7% 2,643 $414K
Walleye Capital LLC 0.00% Reduce -90.7% 3,062 $413K
Element Wealth, LLC 0.22% Add +0.4% 3,060 $413K
Vise Technologies, Inc. 0.05% Reduce -34.0% 3,042 $411K
Avior Wealth Management, LLC 0.02% Add +51.4% 3,030 $409K
Azimuth Capital Investment Management LLC 0.02% Reduce -1.6% 3,030 $409K
Exencial Wealth Advisors, LLC 0.01% Add +0.6% 3,018 $408K
Amova Asset Management Americas, Inc. 0.00% Reduce -8.9% 3,015 $407K
WealthBridge Capital Management, LLC 0.12% Reduce -0.5% 3,007 $406K
Harbour Investments, Inc. 0.01% Add +0.2% 3,005 $406K
Wellington Shields Capital Management, LLC 0.07% No change 3,000 $405K
Magnolia Capital Management Ltd. 0.32% No change 3,000 $405K
Mustard Seed Financial, LLC 0.34% Reduce -0.7% 2,995 $404K
Stock Yards Bank & Trust Co. 0.01% Reduce -7.4% 2,994 $404K
Perigon Wealth Management, LLC 0.01% Add +0.7% 2,959 $400K
SignalPoint Asset Management, LLC 0.09% Add +0.0% 2,936 $399K
Concord Asset Management, LLC 0.09% Add +5.7% 2,930 $396K
Silvia McColl Wealth Management, LLC 0.30% No change 2,930 $396K
Capital Analysts, LLC 0.02% Add +158.3% 2,927 $395K
Burke & Herbert Bank & Trust Co. 0.09% No change 2,866 $387K
Sharp Wealth Advisory, LLC 0.30% Add +3.6% 2,862 $386K
Centaurus Financial, Inc. 0.02% Reduce -20.2% 2,848 $385K
Axxcess Wealth Management, LLC 0.01% Reduce -68.1% 2,850 $385K
Tranquility Partners, LLC 0.14% Reduce -15.7% 2,842 $384K
WINTON GROUP Ltd 0.03% New 2,840 $383K
Farmers Trust Co. 0.07% No change 2,833 $383K
1900 Wealth Management LLC 0.03% Add +0.8% 2,825 $382K
City Center Advisors, LLC 0.42% Reduce -28.5% 2,824 $381K
Ethic Inc. 0.01% Reduce -30.4% 2,232 $381K
Founders Financial Securities LLC 0.04% Add +2.9% 2,818 $381K
Strait & Sound Wealth Management LLC 0.18% Add +61.9% 2,810 $379K
Oxford Financial Group, LTD. LLC 0.02% Reduce -8.9% 2,801 $378K
Monument Capital Management 0.10% Add +2.7% 2,795 $377K
HBK Sorce Advisory LLC 0.01% Reduce -2.6% 2,791 $377K
Accurate Wealth Management, LLC 0.08% Reduce -8.3% 2,792 $376K
Accel Wealth Management 0.14% Add +1.1% 2,776 $375K
First Hawaiian Bank 0.01% Add +106.9% 2,773 $374K
Old North State Trust, LLC 0.30% No change 2,765 $373K
Cynosure Group, LLC 0.05% Add +9.3% 2,741 $370K
Lake Street Advisors Group, LLC 0.02% Add +0.9% 2,729 $369K
TBH Global Asset Management, LLC 0.08% Reduce -1.5% 2,705 $365K
Peregrine Asset Advisers, Inc. 0.13% No change 2,700 $365K
Kapitalo Investimentos Ltda 0.09% Add +3.6% 2,676 $361K
Fiduciary Alliance LLC 0.05% Add +0.0% 2,668 $360K
Gables Capital Management Inc. 0.18% No change 2,665 $360K
Pacific Center for Financial Services 0.09% No change 2,657 $359K
NewEdge Wealth, LLC 0.01% Add +13.7% 2,657 $359K
Sachetta, LLC 0.14% Add +18.1% 2,649 $358K
Signature Estate & Investment Advisors LLC 0.01% Add +0.6% 2,649 $358K
Founders Capital Management 0.22% No change 2,630 $355K
Simplicity Wealth,LLC 0.03% Reduce -75.1% 2,607 $352K
Walkner Condon Financial Advisors LLC 0.07% Add +5.7% 2,603 $352K
Diligent Investors, LLC 0.08% No change 2,598 $351K
Sfmg, LLC 0.03% Add +0.6% 2,592 $350K
Grove Bank & Trust 0.05% Reduce -10.7% 2,579 $348K
Penserra Capital Management LLC 0.01% Add +9418.5% 2,570 $346K
King Wealth Management Group 0.05% No change 2,542 $343K
Marshall Wace, LLP 0.00% Reduce -98.1% 2,538 $343K
J.W. Cole Advisors, Inc. 0.01% Reduce -9.2% 2,532 $342K
Verus Capital Partners, LLC 0.03% Add +20.1% 2,517 $342K
Wilmington Savings Fund Society, FSB 0.01% New 2,530 $342K
Connecticut Wealth Management, LLC 0.02% Reduce -12.5% 2,529 $341K
Wealth Alliance Advisory Group, LLC 0.07% New 2,524 $341K
Formidable Asset Management, LLC 0.05% Reduce -25.1% 2,507 $339K
Wellington Shields & Co., LLC 0.10% No change 2,500 $338K
Uhlmann Price Securities, LLC 0.27% — 2,498 $337K
Childress Capital Advisors, LLC 0.09% Reduce -3.3% 2,494 $337K
Precedent Wealth Partners, LLC 0.11% New 2,474 $334K
Net Worth Advisory Group 0.10% — 2,470 $334K
Advisors Capital Management, LLC 0.01% Add +3.6% 2,466 $333K
Commonwealth Financial Services, LLC 0.07% Reduce -0.4% 2,417 $332K
Angeles Wealth Management, LLC 0.03% Add +42.8% 2,440 $329K
Washburn Capital Management, Inc. 0.23% Reduce -2.4% 2,425 $327K
Oliver Lagore Vanvalin Investment Group 0.09% Add +0.0% 2,424 $327K
Walleye Trading LLC 0.01% No change 2,412 $326K
Tradewinds, LLC. 0.10% No change 2,411 $326K
Gentry Private Wealth, LLC 0.26% Reduce -0.4% 2,399 $324K
Quadrant Capital Group LLC 0.02% Reduce -5.8% 2,391 $323K
Centennial Wealth Advisory LLC 0.13% Add +0.6% 2,386 $322K
TCI Wealth Advisors, Inc. 0.03% Add +0.3% 2,376 $321K
Financial Management Professionals, Inc. 0.04% Add +1.4% 2,343 $316K
TCTC Holdings, LLC 0.01% No change 2,334 $315K
Strategic Blueprint, LLC 0.02% Reduce -6.9% 2,327 $314K
Meadow Creek Wealth Advisors LLC 0.25% Add +10.2% 2,326 $314K
Lake Hills Wealth Management, LLC 0.21% Reduce -6.0% 2,299 $310K
Meridian Wealth Management, LLC 0.02% Reduce -0.4% 2,289 $309K
Rovin Capital /Ut/ 0.11% Add +8.9% 2,292 $309K
Berkshire Asset Management LLC 0.02% No change 1,962 $308K
Private Portfolio Partners LLC 0.06% New 2,274 $307K
Bfsg, LLC 0.04% Add +9.3% 2,272 $307K
Brighton Jones LLC 0.01% Reduce -7.1% 2,267 $306K
Ballentine Partners, LLC 0.01% Add +2.4% 2,267 $306K
Catalyst Financial Partners LLC 0.06% No change 2,264 $306K
Baker Avenue Asset Management, LP 0.01% Add +50.8% 2,252 $304K
Abn Amro Investment Solutions 0.01% Add +15.1% 2,223 $300K
Montag A & Associates Inc. 0.01% Reduce -23.9% 2,219 $300K
Machina Capital S.A.S. 0.12% New 2,217 $299K
Parisi Gray Wealth Management 0.10% Add +0.7% 2,217 $299K
Scissortail Wealth Management, LLC 0.07% Reduce -99.7% 7 $299K
Armor Investment Advisors, LLC 0.12% Reduce -0.2% 2,214 $299K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.2% 2,212 $299K
Acropolis Investment Management, LLC 0.02% No change 2,211 $299K
LGT Group Foundation 0.00% No change 2,200 $298K
Rehmann Capital Advisory Group 0.02% Add +5.4% 2,202 $297K
Haverford Trust Co 0.00% Add +2.5% 2,195 $296K
Aua Capital Management, LLC 0.17% Reduce -3.0% 2,194 $296K
Baker Ellis Asset Management LLC 0.04% No change 2,180 $294K
Hilltop Holdings Inc. 0.02% Add +8.5% 2,179 $294K
L2 Asset Management, LLC 0.08% New 2,174 $294K
Morse Asset Management, Inc 0.06% Reduce -73.1% 2,168 $293K
Visionary Wealth Advisors 0.02% Reduce -1.2% 2,167 $293K
ABLE Financial Group, LLC 0.09% No change 2,165 $292K
Royal Fund Management, LLC 0.02% New 2,152 $291K
Fiducient Advisors LLC 0.03% New 2,149 $290K
Greenland Capital Management LP 0.05% New 2,142 $289K
OneAscent Wealth Management LLC 0.11% Reduce -1.0% 2,133 $288K
Oxbow Advisors, LLC 0.03% No change 2,130 $288K
Inspire Investing, LLC 0.03% Add +24.0% 2,104 $284K
Vestor Capital, LLC 0.02% Add +61.5% 2,100 $284K
Plato Investment Management Ltd 0.02% Add +16.6% 2,088 $282K
Mattern Wealth Management LLC 0.06% Reduce -1.0% 2,083 $281K
Aviance Capital Partners, LLC 0.04% Reduce -0.1% 2,075 $280K
Focus Financial Network, Inc. 0.01% Add +0.1% 2,072 $280K
Summit Financial, LLC 0.01% Reduce -2.0% 2,069 $279K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,029 $274K
Marex Group Ltd 0.01% Add +51.6% 2,024 $273K
Security National Bank 0.04% No change 2,023 $273K
Garda Capital Partners LP 0.07% New 2,019 $273K
Spire Wealth Management 0.01% Reduce -6.9% 2,001 $270K
Fractal Investments LLC 0.05% No change 2,000 $270K
Van Cleef Asset Management,Inc 0.03% No change 2,000 $270K
Elyxium Wealth, LLC 0.15% — 1,998 $270K
TCFG Wealth Management, LLC 0.14% — 1,997 $270K
Dark Forest Capital Management LP 0.03% New 1,993 $269K
Schechter Investment Advisors, LLC 0.02% Add +5.1% 1,993 $269K
Transcend Capital Advisors, LLC 0.02% Add +37.8% 1,992 $269K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,992 $269K
Crawford Investment Counsel Inc. 0.00% Add +5.2% 1,989 $269K
MBB Public Markets I LLC 0.02% Reduce -96.2% 1,980 $267K
Schrum Private Wealth Management LLC 0.14% New 1,972 $266K
LongView Wealth Management 0.08% Reduce -1.5% 1,968 $266K
Horizon Advisory Services, Inc. 0.12% Reduce -1.6% 1,967 $266K
Ledyard National Bank 0.02% Add +12.1% 1,944 $262K
Newman Dignan & Sheerar, Inc. 0.06% Add +28.7% 1,985 $262K
Gries Financial LLC 0.05% Reduce -16.8% 1,942 $262K
Catalina Capital Group, LLC 0.09% Reduce -12.6% 1,936 $261K
TruWealth Advisors, LLC 0.02% Reduce -9.2% 1,936 $261K
Florida Financial Advisors, LLC 0.13% Add +35.9% 1,934 $261K
Philadelphia Trust Co. 0.02% No change 1,934 $261K
Rwa Wealth Partners, LLC 0.00% Add +0.1% 1,923 $260K
Vanguard Capital Wealth Advisors 0.27% Reduce -57.4% 1,920 $259K
Nilsine Partners, LLC 0.03% Reduce -11.4% 1,920 $259K
International Private Wealth Advisors LLC 0.38% Reduce -3.1% 1,908 $258K
Hutchens & Kramer Investment Management Group, LLC 0.14% Add +22.3% 1,866 $257K
Dorsey & Whitney Trust CO LLC 0.01% Add +7.8% 1,898 $256K
OneAscent Financial Services LLC 0.18% Reduce -22.4% 1,899 $256K
WESPAC Advisors, LLC 0.19% No change 1,888 $255K
Americana Partners, LLC 0.02% Add +5.0% 1,883 $254K
Capital Investment Advisory Services, LLC 0.02% Reduce -12.6% 1,881 $254K
Hyperion Capital Advisors LP 0.12% No change 1,880 $254K
Concourse Financial Group Securities, Inc. 0.02% Add +10.5% 1,880 $254K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -0.3% 1,875 $253K
GeoWealth Management, LLC 0.01% Reduce -1.4% 1,869 $252K
Delta Financial Group, Inc. 0.09% New 1,868 $252K
Gladstone Institutional Advisory LLC 0.01% Add +27.0% 1,859 $251K
Ferguson Wellman Capital Management, Inc. 0.00% No change 1,850 $250K
Probity Advisors, Inc. 0.05% No change 1,846 $249K
Towne Trust Company, N.A 0.09% No change 1,843 $249K
Shelton Capital Management 0.01% Reduce -8.5% 1,843 $249K
Claret Asset Management Corp 0.04% No change 1,840 $248K
Opal Wealth Advisors, LLC 0.08% Add +4.7% 1,834 $248K
Zhang Financial LLC 0.02% Add +10.5% 1,826 $247K
RKL Wealth Management LLC 0.02% New 1,815 $245K
Pallas Capital Advisors LLC 0.01% Reduce -15.2% 1,862 $245K
Apella Capital, LLC 0.01% Reduce -1.6% 1,803 $245K
Enterprise Bank & Trust Co 0.08% No change 1,810 $244K
Fairbanks Capital Management, Inc. 0.15% No change 1,807 $244K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -1.7% 1,806 $244K
Goepper Burkhardt LLC 0.10% No change 1,800 $243K
Oak Asset Management, LLC 0.09% No change 1,799 $243K
Advus Financial Partners, LLC 0.07% No change 1,788 $241K
Mesirow Financial Investment Management, Inc. 0.00% Add +1.5% 1,779 $240K
Patten & Patten Inc. 0.02% Add +1.2% 1,774 $240K
Csenge Advisory Group 0.01% Reduce -61.4% 1,681 $239K
Paragon Capital Management Ltd 0.05% Add +0.7% 1,760 $238K
XML Financial, LLC 0.02% No change 1,760 $238K
NDVR, Inc. 0.24% Reduce -1.7% 1,746 $237K
Oxford Asset Management LLP 0.20% New 1,755 $237K
Lindbrook Capital, LLC 0.02% Reduce -3.4% 1,754 $237K
Jackson Square Capital, LLC 0.06% No change 1,752 $237K
Ingalls & Snyder LLC 0.01% No change 1,747 $236K
Concorde Asset Management, LLC 0.13% Reduce -0.1% 1,745 $236K
Lifeworks Advisors, LLC 0.05% Add +35.2% 1,737 $234K
Fullerton Fund Management Co Ltd. 0.01% Reduce -46.9% 1,736 $234K
Modera Wealth Management, LLC 0.00% Reduce -4.3% 1,736 $234K
True North Advisors, LLC 0.06% Reduce -65.3% 1,734 $234K
Colonial Trust Co / SC 0.04% Add +116.1% 1,731 $234K
Kintra Wealth, LLC 0.16% Reduce -11.3% 1,726 $233K
Criterion Capital Advisors, LLC 0.15% No change 1,478 $232K
Avestar Capital, LLC 0.03% Add +0.5% 1,715 $232K
New Century Financial Group, LLC 0.08% Add +5.0% 1,708 $231K
United Community Bank 0.09% Reduce -25.9% 1,698 $229K
LCM Capital Management Inc 0.13% Reduce -5.3% 1,698 $229K
Venture Visionary Partners LLC 0.01% Reduce -0.2% 1,696 $229K
9258 Wealth Management, LLC 0.03% Reduce -0.5% 1,694 $229K
Smith Salley Wealth Management 0.01% Reduce -21.9% 1,672 $226K
Cary Street Partners Investment Advisory LLC 0.01% New 1,666 $225K
Magnus Financial Group LLC 0.02% Reduce -5.1% 1,663 $225K
Balanced Wealth Group LLC 0.10% Add +0.7% 1,656 $224K
Jeppson Wealth Management, LLC 0.08% No change 1,656 $224K
Trust Co. of Toledo NA 0.03% No change 1,656 $224K
Schnieders Capital Management LLC 0.04% Add +0.5% 1,648 $223K
UNIVEST FINANCIAL Corp 0.01% New 1,643 $222K
Everhart Financial Group, Inc. 0.05% Add +20.3% 1,643 $222K
Trueblood Wealth Management, LLC 0.11% Reduce -6.1% 1,641 $222K
Asset Allocation & Management Company, LLC 0.14% No change 1,634 $221K
Ancora Advisors LLC 0.01% Reduce -6.5% 1,635 $221K
SYM FINANCIAL Corp 0.03% Reduce -42.9% 1,630 $220K
Legacy Advisors, LLC 0.02% New 1,629 $220K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,628 $220K
TD Private Client Wealth LLC 0.01% Add +1.3% 1,621 $219K
Los Angeles Capital Management LLC 0.00% Add +4.5% 1,610 $217K
Kozak & Associates, Inc. 0.05% Add +0.8% 1,603 $217K
Bedel Financial Consulting, Inc. 0.03% Add +4.8% 1,601 $216K
Thompson Siegel & Walmsley LLC 0.00% No change 1,600 $216K
Boston Financial Mangement LLC 0.01% New 1,596 $216K
Hamilton Capital, LLC 0.02% Add +4.3% 1,659 $215K
Lowe Brockenbrough & Co. Inc. 0.01% Add +4.2% 1,592 $215K
Barnes Pettey Financial Advisors, LLC 0.17% No change 1,591 $215K
Associated Banc-Corp 0.01% Reduce -0.8% 1,585 $214K
SageView Advisory Group, LLC 0.01% Reduce -18.7% 1,584 $214K
Pin Oak Investment Advisors Inc. 0.19% Reduce -0.1% 1,583 $213K
Rappaport Reiches Capital Management, LLC 0.06% Reduce -7.0% 1,570 $212K
Peoples Bank 0.14% New 1,560 $211K
Peterson Wealth Services 0.07% New 1,558 $210K
Howard Bailey Securities, LLC 0.08% — 1,554 $210K
Brooklyn Investment Group 0.07% Add +0.6% 1,553 $210K
AMG National Trust Bank 0.01% No change 1,550 $209K
Clifford Swan Investment Counsel LLC 0.01% No change 1,538 $208K
MV Capital Management, Inc. 0.02% Add +22.4% 1,527 $206K
VeraBank, N.A. 0.06% No change 1,524 $206K
Cullen Investment Group, LTD. 0.03% No change 1,516 $205K
Athena Investment Management 0.12% No change 1,515 $205K
City State Bank 0.07% No change 1,515 $205K
Gray Wealth Management Inc. 0.08% Reduce -2.6% 1,513 $204K
Woodstock Corp. 0.02% No change 1,501 $203K
Monetary Management Group Inc. 0.05% No change 1,500 $203K
Sierra Summit Advisors LLC 0.05% No change 1,500 $203K
Cannell & Spears LLC 0.00% No change 1,500 $203K
Disciplined Growth Investors Inc. 0.00% No change 1,500 $203K
Procyon Advisors, LLC 0.01% Reduce -2.4% 1,485 $201K
Mirador Capital Partners LP 0.04% Reduce -2.1% 1,485 $201K
Hilltop National Bank 0.06% No change 1,460 $197K
Sentry Investment Management LLC 0.08% Reduce -10.8% 1,461 $197K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -3.8% 1,452 $196K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.12% Add +16.0% 1,450 $196K
Deseret Mutual Benefit Administrators 0.10% Add +6.4% 1,420 $192K
HHM Wealth Advisors, LLC 0.03% Reduce -22.6% 1,400 $189K
Continuum Advisory, LLC 0.02% Reduce -93.8% 1,343 $188K
Transamerica Financial Advisors, LLC 0.02% Add +48.7% 1,383 $187K
1620 Investment Advisors, Inc. 0.14% Add +0.1% 1,357 $183K
Arax Advisory Partners 0.02% Add +1.9% 1,340 $181K
Abich Financial Wealth Management LLC 0.40% Add +24.8% 1,309 $177K
Strengthening Families & Communities, LLC 0.05% Add +0.1% 1,308 $177K
State of Wyoming 0.03% Add +130.4% 1,302 $176K
Truvestments Capital LLC 0.05% New 1,300 $176K
Versant Capital Management, Inc 0.04% Reduce -5.6% 1,288 $174K
Planned Solutions, Inc. 0.07% New 1,269 $171K
Assetmark, Inc. 0.00% Reduce -1.4% 1,221 $165K
First Community Trust NA 0.13% No change 1,200 $162K
Alta Advisers Ltd 0.07% No change 1,200 $162K
CoreCap Advisors, LLC 0.01% Reduce -16.5% 1,184 $160K
Webster Bank, N. A. 0.02% No change 1,133 $153K
Salem Investment Counselors Inc. 0.00% No change 1,125 $152K
Cromwell Holdings LLC 0.10% No change 1,107 $149K
West Oak Capital, LLC 0.07% No change 1,100 $149K
Winch Advisory Services, LLC 0.04% Add +0.7% 1,085 $146K
MCF Advisors LLC 0.01% Reduce -9.3% 1,036 $140K
PFS Partners, LLC 0.08% Add +0.4% 1,011 $137K
Delos Wealth Advisors, LLC 0.12% Reduce -2.1% 1,000 $135K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 1,000 $135K
AlphaQuest LLC 0.01% New 989 $134K
Trust Co. of Vermont 0.01% Add +3.4% 971 $131K
Archer Investment Corp 0.03% No change 935 $126K
Bogart Wealth, LLC 0.01% Add +2.1% 927 $125K
Tanglewood Legacy Advisors, LLC 0.05% No change 910 $123K
Hexagon Capital Partners LLC 0.02% Reduce -4.3% 907 $123K
Quent Capital, LLC 0.01% Add +2.0% 898 $121K
Oarsman Capital, Inc. 0.02% New 891 $120K
Evermay Wealth Management LLC 0.02% No change 850 $115K
CVA Family Office, LLC 0.02% Add +4.0% 840 $113K
Smithfield Trust Co 0.01% No change 841 $113K
Garde Capital, Inc. 0.01% Reduce -6.3% 815 $110K
Paladin Advisory Group, LLC 0.08% No change 800 $108K
Main Street Group, LTD 0.05% Add +0.1% 797 $108K
Reston Wealth Management LLC 0.04% New 770 $104K
Loomis Sayles & Co. L P 0.00% Reduce -12.6% 766 $103K
Carolinas Wealth Consulting LLC 0.02% Reduce -7.1% 762 $103K
Hall Laurie J Trustee 0.03% No change 745 $101K
GHP Investment Advisors, Inc. 0.00% Add +4.8% 740 $100K
GPS Wealth Strategies Group, LLC 0.01% Add +5.1% 722 $98K
Transcendent Capital Group LLC 0.05% Add +5.1% 719 $97K
Zions Bancorporation, N.A. 0.01% Reduce -6.3% 700 $95K
Central Pacific Bank - Trust Division 0.01% Reduce -46.1% 698 $94K
Riverview Trust Co 0.08% Add +0.7% 696 $94K
CNB Bank 0.04% No change 684 $92K
Westside Investment Management, Inc. 0.02% Add +18.1% 679 $92K
Miller Wealth Advisors, LLC 0.05% Add +0.8% 620 $85K
WASHINGTON TRUST Co 0.00% No change 626 $85K
Asset Dedication, LLC 0.01% No change 617 $83K
Arlington Trust Co LLC 0.02% No change 616 $83K
Core Alternative Capital 0.02% No change 614 $83K
HighMark Wealth Management LLC 0.04% No change 600 $81K
Burkett Financial Services, LLC 0.03% Add +0.7% 594 $80K
NBT Bank, N.A. 0.01% Add +104.9% 586 $79K
Chilton Capital Management LLC 0.00% No change 575 $78K
Richardson Financial Services Inc. 0.05% No change 495 $78K
Quarry LP 0.02% New 572 $77K
JFS Wealth Advisors, LLC 0.01% Add +126.3% 568 $77K
Covestor Ltd 0.05% Reduce -1.9% 560 $76K
Mattson Financial Services, LLC 0.03% No change 484 $76K
SYSTM Wealth Solutions LLC 2.28% — 556 $75K
Laurel Wealth Advisors LLC 0.01% Reduce -7.8% 555 $75K
Heritage Wealth Advisors 0.00% No change 555 $75K
ORG Partners LLC 0.01% Add +0.2% 551 $75K
Wintrust Investments LLC 0.05% Reduce -90.0% 551 $74K
Missouri Trust & Investment Co 0.03% No change 540 $73K
SouthState Bank Corp 0.00% Add +1.5% 528 $71K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +21.7% 521 $70K
First Command Advisory Services, Inc. 0.00% No change 510 $69K
WFA of San Diego, LLC 0.06% No change 504 $68K
Prestige Wealth Management Group LLC 0.01% Add +0.6% 489 $66K
DT Investment Partners, LLC 0.01% Add +34.6% 478 $65K
Key Financial Inc 0.01% Reduce -2.8% 454 $61K
Crewe Advisors LLC 0.01% No change 431 $58K
Bank of New Hampshire 0.01% No change 430 $58K
Operose Advisors LLC 0.02% No change 425 $57K
MeadowBrook Investment Advisors LLC 0.05% Reduce -94.5% 420 $57K
Sugarloaf Wealth Management, LLC 0.01% No change 418 $56K
Creative Financial Designs Inc. 0.00% No change 400 $54K
Quintet Private Bank (Europe) S.A. 0.00% Add +15.9% 400 $54K
Pittenger & Anderson Inc. 0.00% No change 400 $54K
Stone House Investment Management, LLC 0.01% No change 382 $52K
Ashton Thomas Securities, LLC 0.01% New 371 $50K
Gilliland Jeter Wealth Management LLC 0.02% Add +0.6% 358 $48K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.6% 354 $48K
Boyd Watterson Asset Management LLC 0.01% Reduce -7.8% 352 $48K
Plante Moran Financial Advisors, LLC 0.00% Add +2.1% 343 $46K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -17.6% 350 $46K
Park Place Capital Corp 0.01% No change 334 $45K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.3% 332 $45K
Glass Jacobson Investment Advisors llc 0.01% No change 329 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 328 $44K
Manchester Capital Management LLC 0.01% Reduce -58.8% 324 $44K
Ransom Advisory, Ltd 0.02% No change 322 $43K
WR Wealth Planners, LLC 0.01% Add +89.4% 303 $41K
Caas Capital Management LP 0.03% New 300 $41K
Glen Eagle Advisors, LLC 0.01% Add +1.4% 291 $39K
Harbor Capital Advisors, Inc. 0.00% New 285 $38K
Uncommon Cents Investing LLC 0.01% New 278 $38K
Financial Gravity Companies, Inc. 0.01% — 277 $37K
True Wealth Design, LLC 0.01% Add +196.8% 276 $37K
American Capital Advisory, LLC 0.02% No change 268 $36K
AdvisorNet Financial, Inc 0.00% Reduce -3.3% 268 $36K
Compagnie Lombard Odier SCmA 0.00% New 250 $34K
Duncker Streett & Co. Inc. 0.01% No change 249 $34K
Raleigh Capital Management Inc. 0.01% Reduce -9.2% 248 $34K
Tradewinds Capital Management, LLC 0.01% No change 234 $32K
Hemington Wealth Management 0.01% New 239 $31K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -62.4% 228 $31K
Peterson Financial Group, Inc. 0.11% New 208 $28K
GW&K Investment Management, LLC 0.00% Add +7.8% 207 $28K
Chesapeake Asset Management LLC 0.02% Reduce -23.1% 200 $27K
First Financial Corp. 0.01% No change 200 $27K
Indiana Trust & Investment Management Co 0.01% No change 200 $27K
Canton Hathaway, LLC 0.01% No change 200 $27K
Rise Advisors, LLC 0.01% Add +1.0% 199 $27K
West Paces Advisors Inc. 0.01% Reduce -18.2% 198 $27K
Gen-Wealth Partners Inc 0.01% No change 200 $26K
Bruce G. Allen Investments, LLC 0.02% Reduce -8.4% 186 $25K
IAG Wealth Partners, LLC 0.00% Reduce -18.8% 182 $25K
Gladius Capital Management LP 0.01% Reduce -8.3% 176 $24K
Pflug Koory, LLC 0.00% — 175 $24K
Pathway Financial Advisers, LLC 0.01% Reduce -1.1% 173 $23K
Briaud Financial Planning Inc 0.01% No change 166 $22K
Fortitude Family Office, LLC 0.01% Reduce -24.6% 159 $21K
Kessler Investment Group, LLC 0.01% No change 157 $21K
Tidemark, LLC 0.01% No change 157 $21K
Altshuler Shaham Ltd 0.00% Reduce -16.1% 156 $21K
Lowe Wealth Advisors, LLC 0.01% No change 155 $21K
McIlrath & Eck, LLC 0.00% No change 155 $21K
Raffa Wealth Management, LLC 0.01% No change 153 $21K
Sanctuary Wealth Management, L.L.C. 0.01% No change 150 $20K
Creative Capital Management Investments LLC 0.01% No change 150 $20K
Fairfield Financial Advisors, LTD 0.01% No change 150 $20K
Bell Investment Advisors, Inc 0.00% Reduce -3.9% 150 $20K
Center for Financial Planning, Inc. 0.00% No change 144 $19K
Avalon Trust Co 0.00% No change 137 $19K
Frazier Financial Advisors, LLC 0.01% Reduce -11.2% 135 $18K
Perkins Coie Trust Co 0.00% No change 135 $18K
Beacon Capital Management, LLC 0.00% Add +32.0% 132 $18K
St Germain D J Co. Inc. 0.00% No change 125 $17K
SOA Wealth Advisors, LLC. 0.00% No change 124 $17K
Planning Capital Management Corp 0.01% Add +310.0% 123 $17K
SWAN Capital LLC 0.01% Add +22.0% 122 $16K
Cornerstone Planning Group LLC 0.00% Add +1.6% 124 $16K
Castleview Partners, LLC 0.01% Add +0.9% 115 $15K
Eagle Bay Advisors LLC 0.01% No change 110 $15K
Private Wealth Management Group, LLC 0.01% No change 108 $15K
Roble, Belko & Company, Inc 0.00% No change 100 $14K
M&R Capital Management Inc. 0.00% Add +38.7% 104 $14K
Pinnacle Bancorp, Inc. 0.00% No change 101 $14K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.03% No change 100 $14K
Your Advocates Ltd., LLP 0.01% No change 100 $14K
DecisionPoint Financial, LLC 0.00% No change 100 $14K
Addison Advisors LLC 0.00% No change 100 $14K
Kimelman & Baird, LLC 0.00% No change 100 $14K
Legacy Investment Solutions, LLC 0.01% — 93 $13K
Legacy Wealth Managment, LLC 0.01% — 93 $13K
North Star Investment Management Corp. 0.00% No change 96 $13K
Earned Wealth Advisors, LLC 0.00% New 91 $12K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 91 $12K
LRI Investments, LLC 0.00% No change 85 $12K
West Branch Capital LLC 0.00% New 83 $11K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.5% 83 $11K
Hazlett, Burt & Watson, Inc. 0.01% No change 82 $11K
Financial Network Wealth Advisors LLC 0.01% No change 76 $10K
Atwood & Palmer Inc. 0.00% Reduce -62.5% 75 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $10K
First PREMIER Bank 0.00% Reduce -36.4% 77 $10K
Itau Unibanco Holding S.A. 0.00% New 72 $10K
Valued Wealth Advisors LLC 0.01% Reduce -23.7% 71 $10K
Naples Money Management LLC 0.01% No change 70 $9K
Capital Advisors, Ltd. LLC 0.00% Reduce -26.1% 65 $9K
General Partner, Inc. 0.01% No change 66 $9K
Northwest Financial Advisors 0.01% New 64 $9K
Harbor Investment Advisory, LLC 0.00% Reduce -4.5% 64 $9K
Cranbrook Wealth Management, LLC 0.00% New 62 $8K
Cetera Trust Company, N.A 0.01% No change 60 $8K
Front Row Advisors LLC 0.00% No change 60 $8K
Global Financial Private Client, LLC 0.00% Add +418.2% 57 $8K
Dunhill Financial, LLC 0.00% Add +180.0% 56 $8K
Abound Wealth Management 0.00% Reduce -8.2% 56 $8K
Highline Wealth Partners LLC 0.00% Reduce -11.1% 56 $8K
SJS Investment Consulting Inc. 0.00% No change 51 $7K
AllSquare Wealth Management LLC 0.00% No change 50 $7K
Raelipskie Partnership 0.00% New 50 $7K
Tucker Asset Management LLC 0.00% Reduce -18.6% 48 $6K
Salomon & Ludwin, LLC 0.00% No change 48 $6K
Aspect Partners, LLC 0.00% No change 46 $6K
VitalStone Financial, LLC 0.00% No change 46 $6K
Creekmur Asset Management LLC 0.00% Reduce -72.8% 46 $6K
Tortoise Investment Management, LLC 0.00% No change 45 $6K
Wolff Wiese Magana LLC 0.00% Add +740.0% 42 $6K
Byrne Asset Management LLC 0.00% No change 40 $5K
Costello Asset Management, INC 0.00% New 38 $5K
Red Tortoise LLC 0.00% No change 37 $5K
Hobbs Group Advisors, LLC 0.00% Reduce -58.1% 36 $5K
TFC Financial Management, Inc. 0.00% Reduce -5.6% 34 $5K
Caldwell Sutter Capital, Inc. 0.00% Reduce -19.1% 34 $5K
Colonial Trust Advisors 0.00% No change 30 $4K
Trifecta Capital Advisors, LLC 0.00% No change 29 $4K
ESL Trust Services, LLC 0.00% No change 25 $3K
Avion Wealth 0.00% Reduce -23.7% 29 $3K
ClariVest Asset Management LLC 0.00% No change 19 $3K
PFG Private Wealth Management, LLC 0.00% No change 21 $3K
Cedar Wealth Management, LLC 0.00% No change 21 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $3K
Macroview Investment Management LLC 0.00% No change 19 $3K
PSI Advisors, LLC 0.00% No change 16 $2K
New England Capital Financial Advisors LLC 0.00% No change 15 $2K
Jamison Private Wealth Management, Inc. 0.00% No change 15 $2K
Anfield Capital Management, LLC 0.00% No change 15 $2K
Tompkins Financial Corp. 0.00% No change 15 $2K
Hantz Financial Services, Inc. 0.00% No change 16 $2K
Ridgewood Investments LLC 0.00% No change 13 $2K
Carolina Wealth Advisors, LLC 0.00% New 13 $2K
Northwest Investment Counselors, LLC 0.00% New 13 $2K
Foster Dykema Cabot & Partners, LLC 0.00% New 13 $2K
Davis Capital Management 0.00% No change 12 $2K
Cape Investment Advisory, Inc. 0.00% No change 12 $2K
Caitlin John, LLC 0.00% No change 9 $1K
Syntax Research, Inc. 0.00% New 9 $1K
Jaffetilchin Investment Partners, LLC 0.00% New 8 $1K
WealthCollab, LLC 0.00% No change 8 $1K
REAP Financial Group, LLC 0.00% No change 7 $988
Perritt Capital Management Inc 0.00% No change 7 $973
Delta Asset Management LLC 0.00% No change 7 $945
Broadwater Capital Management LLC 0.00% No change 6 $810
Voisard Asset Management Group, Inc. 0.00% New 5 $676
Nvwm, LLC 0.00% Reduce -97.2% 4 $540
Richard W. Paul & Associates, LLC 0.00% No change 2 $270
Baldwin Wealth Partners LLC 0.00% New 2 $270
First Personal Financial Services 0.00% New 1 $136
Rakuten Securities, Inc. 0.00% Reduce -95.7% 1 $135
Flaharty Asset Management, LLC 0.00% New 1 $135

"% of holder's portfolio" is VLO's weight in each manager's 13F, not the share of Valero Energy Corp. the manager owns.