Valero EnergyVLO

13F holders, Q4 2024 (December 31)
1,477holders +26
88new positions
138sold out
10famous investors
$122.62avg. 13F price*

At the end of Q4 2024, 1,477 institutions reported holding Valero Energy Corp. (VLO) in their 13F filings, up 26 from Q3 2024. 88 opened new positions and 138 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock, Inc. ($3.1B) and State Street Corp. ($2.5B). 10 famous investors held it, including Chris Bloomstran (4.1% of Semper Augustus Investments's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions88$151.7M
Exits138$249.8M

All 13F filers, Q3 2024 → Q4 2024: 18,042,745 shares bought and 15,805,439 shares sold, net +2,237,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,477 holders

Vanguard Group Inc. 0.07% Add +16.1% 34,725,700 $4.3B
BlackRock, Inc. 0.06% Add +2.9% 25,370,903 $3.1B
State Street Corp. 0.10% Reduce -5.5% 20,503,700 $2.5B
Charles Schwab Investment Management Inc. 0.24% Add +4.0% 10,701,232 $1.3B
Ameriprise Financial Inc. 0.25% Add +5.7% 7,938,335 $973.1M
Morgan Stanley 0.07% Reduce -9.5% 7,915,586 $970.4M
Geode Capital Management, LLC 0.07% Add +1.5% 6,871,229 $844.8M
Norges Bank 0.09% Add +18.0% 5,460,480 $669.4M
Nuveen Asset Management, LLC 0.18% Reduce -9.0% 5,187,314 $635.9M
Franklin Resources Inc. 0.17% Add +1.5% 4,759,172 $583.4M
Barclays PLC 0.29% Add +7.4% 4,700,072 $576.2M
FMR LLC 0.03% Reduce -16.2% 4,594,245 $563.2M
Bank of America Corp. 0.05% Reduce -6.4% 4,536,471 $556.1M
Dimensional Fund Advisors LP 0.13% Add +0.1% 4,511,151 $552.9M
Royal Bank of Canada 0.11% Reduce -2.2% 4,158,185 $509.8M
Pacer Advisors, Inc. 1.12% Add +13.6% 4,072,188 $499.2M
Northern Trust Corp. 0.07% Add +15.9% 3,850,859 $472.1M
Invesco Ltd. 0.08% Reduce -1.9% 3,657,949 $448.4M
Bank of New York Mellon Corp 0.07% Reduce -11.9% 3,037,991 $372.4M
T. Rowe Price Associates Inc. 0.04% Add +22.4% 2,864,418 $351.2M
Wellington Management Group LLP 0.06% Reduce -3.4% 2,753,179 $337.5M
Amundi 0.11% Add +3.0% 2,488,662 $309.7M
Goldman Sachs Group Inc. 0.06% Reduce -3.4% 2,350,924 $288.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -17.1% 2,095,594 $256.9M
Montrusco Bolton Investments Inc. 3.06% Reduce -18.7% 2,059,010 $252.4M
Allianz Asset Management GmbH 0.35% Add +0.5% 1,982,444 $243.0M
Legal & General Group Plc 0.06% Reduce -2.2% 1,979,700 $242.7M
Massachusetts Financial Services Co. 0.06% Reduce -22.4% 1,668,087 $204.5M
UBS Group AG 0.04% Add +60.8% 1,635,754 $200.5M
Citadel Advisors 0.17% Add +617.3% 1,462,644 $179.3M
LSV Asset Management 0.41% Reduce -7.9% 1,453,495 $178.2M
Deutsche Bank AG 0.07% Add +23.6% 1,450,479 $177.8M
Jacobs Levy Equity Management, Inc. 0.59% Reduce -14.8% 1,349,933 $165.5M
JPMorgan Chase & Co. 0.01% Reduce -31.5% 1,347,445 $165.2M
Allspring Global Investments Holdings, LLC 0.26% Add +0.5% 1,299,400 $160.0M
HSBC Holdings PLC 0.09% Add +35.5% 1,235,642 $151.3M
Victory Capital Management Inc. 0.14% Add +32.9% 1,177,052 $144.3M
Raymond James Financial Inc. 0.05% — 1,080,585 $132.5M
Millennium Management 0.11% Add +61.3% 1,033,110 $126.6M
AustralianSuper Pty Ltd 0.57% No change 991,084 $121.5M
National Pension Service 0.11% Add +2.0% 947,891 $116.2M
Swiss National Bank 0.07% Reduce -6.8% 905,000 $110.9M
Citigroup Inc. 0.11% Reduce -18.0% 892,288 $109.4M
Prudential Financial Inc. 0.14% Add +159.3% 850,161 $104.2M
Wells Fargo & Company 0.03% Reduce -2.9% 845,122 $103.6M
Healthcare of Ontario Pension Plan Trust Fund 0.22% Add +32.3% 834,862 $102.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% — 802,478 $98.4M
Huntington National Bank 0.91% Add +0.5% 784,278 $96.1M
AQR Capital Management 0.12% Reduce -8.8% 780,025 $94.7M
1832 Asset Management L.P. 0.16% Add +4.1% 734,238 $90.0M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -4.7% 721,209 $88.4M
Worldquant Millennium Advisors LLC 0.57% Add +37.7% 717,587 $88.0M
Manufacturers Life Insurance Company, The 0.08% Add +0.6% 711,291 $87.2M
BNP Paribas Financial Markets 0.06% Add +54.4% 655,151 $80.3M
Rhumbline Advisers 0.07% Reduce -1.3% 635,367 $77.9M
Panagora Asset Management Inc. 0.36% Reduce -3.1% 633,642 $77.7M
Stifel Financial Corp. 0.08% Reduce -3.1% 627,436 $76.9M
Envestnet Asset Management Inc. 0.02% Reduce -8.1% 621,208 $76.2M
Sterling Capital Management LLC 1.04% Reduce -1.9% 617,084 $75.6M
Bank of Montreal 0.04% Reduce -3.2% 605,750 $74.3M
California Public Employees Retirement System 0.05% Reduce -7.4% 562,860 $69.0M
Voloridge Investment Management, LLC 0.23% Reduce -12.2% 536,837 $65.8M
Cincinnati Financial Corp. 1.38% No change 514,640 $63.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +6.4% 504,221 $62.7M
Empower Advisory Group, LLC 0.21% Add +2.6% 508,846 $62.4M
Alliancebernstein L.P. 0.02% Add +0.7% 483,740 $59.3M
Nordea Investment Management AB 0.06% Reduce -27.6% 484,294 $59.0M
First Trust Advisors LP 0.05% Add +11.1% 481,526 $59.0M
Russell Investments Group, Ltd. 0.08% Add +6.4% 465,888 $57.1M
LPL Financial LLC 0.02% Add +2.3% 457,540 $56.1M
Susquehanna International Group, LLP 0.08% Reduce -7.0% 444,528 $54.5M
Royal London Asset Management Ltd. 0.13% Reduce -0.7% 435,818 $53.4M
Ensign Peak Advisors, Inc 0.09% Reduce -4.4% 417,355 $51.2M
Aberdeen Group plc 0.10% Reduce -3.5% 415,849 $50.6M
CANADA LIFE ASSURANCE Co 0.09% Add +21.4% 404,239 $49.5M
O'shaughnessy Asset Management, LLC 0.42% Reduce -13.3% 402,160 $49.3M
Baird Financial Group, Inc. 0.09% Add +1.0% 391,298 $48.0M
California State Teachers Retirement System 0.05% Reduce -32.9% 380,723 $46.7M
M&T Bank Corp 0.15% Reduce -1.4% 373,338 $45.8M
Private Management Group Inc. 1.65% Add +7.4% 372,451 $45.7M
Principal Financial Group Inc. 0.02% Reduce -2.1% 360,554 $44.2M
Cincinnati Insurance Co. 0.77% No change 356,538 $43.7M
Truist Financial Corp. 0.07% Reduce -0.3% 355,992 $43.6M
Two Sigma Advisers, LP 0.10% Reduce -41.7% 339,400 $41.6M
New York State Common Retirement Fund 0.06% Reduce -2.0% 338,325 $41.5M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -3.5% 336,073 $41.2M
Merewether Investment Management, LP 1.47% Add +198.2% 300,672 $36.9M
State Board of Administration of Florida Retirement System 0.07% Reduce -9.9% 297,188 $36.4M
Two Sigma Investments, LP 0.09% Reduce -51.5% 292,293 $35.8M
New York State Teachers Retirement System 0.08% Reduce -7.9% 290,935 $35.7M
Old Republic International Corp. 1.37% No change 284,500 $34.9M
Nomura Holdings Inc. 0.18% Add +1500.9% 283,722 $34.8M
Ceredex Value Advisors LLC 0.69% New 277,050 $34.0M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +15.8% 277,989 $33.2M
Macquarie Group Ltd. 0.04% Add +31.8% 276,008 $32.3M
Northwestern Mutual Wealth Management Co. 0.03% Add +3.8% 255,078 $31.3M
Corient Private Wealth LP 0.05% Reduce -14.8% 256,804 $31.3M
Freestone Grove Partners LP 0.38% — 252,889 $31.0M
Korea Investment CORP 0.07% Add +23.2% 251,769 $30.9M
Adage Capital Partners Gp, L.L.C. 0.05% Add +1.6% 245,800 $30.1M
State of Wisconsin Investment Board 0.08% Add +13.8% 241,242 $29.6M
Westwood Holdings Group Inc. 0.22% Add +0.1% 229,889 $28.2M
Empowered Funds, LLC 0.40% Add +1.1% 224,782 $27.6M
Van Eck Associates Corp. 0.04% Add +9.1% 223,016 $27.3M
Assenagon Asset Management S.A. 0.05% Add +121.0% 220,387 $27.0M
KLP Kapitalforvaltning As 0.13% — 220,261 $27.0M
Sei Investments Co. 0.03% Add +6.0% 219,606 $26.9M
Qube Research & Technologies Ltd 0.04% Reduce -72.0% 214,741 $26.3M
Commonwealth Equity Services, LLC 0.04% Reduce -10.2% 212,693 $26.1M
Aware Super Pty Ltd as trustee of Aware Super 0.41% — 211,192 $25.9M
KBC Group NV 0.07% Add +48.6% 210,361 $25.8M
Country Trust Bank 0.63% Reduce -4.9% 205,982 $25.3M
Danske Bank A/S 0.07% Add +23.1% 202,943 $24.9M
Brandywine Global Investment Management, LLC 0.18% Reduce -50.8% 201,730 $24.7M
US Bancorp \de 0.03% Reduce -0.8% 200,748 $24.6M
Nan Shan Life Insurance Co., Ltd. 0.59% Reduce -10.6% 200,544 $24.6M
Teacher Retirement System of Texas 0.09% Add +29.2% 198,323 $24.3M
Aviva PLC 0.06% Add +2.4% 192,523 $23.6M
Pictet Asset Management Holding SA 0.03% Reduce -3.7% 190,496 $23.4M
Semper Augustus Investments 4.14% Add +61.5% 189,019 $23.2M
Whittier Trust Co. 0.30% Reduce -0.2% 187,266 $23.0M
EP Wealth Advisors, LLC 0.19% Add +2.4% 186,085 $22.8M
Fort Washington Investment Advisors Inc. 0.13% Add +27.5% 182,581 $22.4M
Solus Alternative Asset Management LP 8.02% No change 180,977 $22.2M
Neuberger Berman Group LLC 0.02% Reduce -15.8% 179,777 $22.0M
TD Asset Management Inc 0.02% Reduce -7.6% 178,517 $21.9M
Applied Finance Capital Management, LLC 0.95% Add +3.0% 178,293 $21.9M
Recurrent Investment Advisors LLC 2.01% Add +7.4% 178,271 $21.9M
Robeco Institutional Asset Management B.V. 0.04% Reduce -26.0% 177,413 $21.7M
Jane Street Group, LLC 0.03% Reduce -62.3% 175,036 $21.5M
Voya Investment Management LLC 0.03% Reduce -12.2% 174,820 $21.4M
DekaBank Deutsche Girozentrale 0.04% No change 175,852 $20.8M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -3.2% 167,052 $20.5M
Public Employees Retirement System of Ohio 0.07% Reduce -4.0% 162,766 $20.0M
Sonora Investment Management Group, LLC 1.54% Add +2.8% 161,950 $19.9M
Summit Street Capital Management, LLC 3.08% Add +180.4% 160,095 $19.6M
Achmea Investment Management B.V. 0.32% Add +40.9% 159,398 $19.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +5.5% 158,415 $19.4M
Natixis Advisors, LLC 0.04% Reduce -10.3% 158,234 $19.4M
Pinnacle Financial Partners Inc 0.38% Reduce -15.3% 154,180 $19.0M
Cullen/Frost Bankers, Inc. 0.26% Reduce -0.4% 152,229 $18.7M
Susquehanna Fundamental Investments, LLC 0.31% — 151,925 $18.6M
PNC Financial Services Group, Inc. 0.01% Reduce -4.0% 150,697 $18.5M
HighTower Advisors, LLC 0.02% Reduce -18.0% 147,055 $18.0M
Sanctuary Advisors, LLC 0.11% Reduce -0.2% 132,198 $17.9M
Crossmark Global Holdings, Inc. 0.33% Reduce -9.5% 145,402 $17.8M
Badgley Phelps Wealth Managers, LLC 0.41% Reduce -3.1% 143,677 $17.6M
Cerity Partners LLC 0.04% Add +26.4% 139,875 $17.6M
Tudor Investment Corporation 0.19% Add +104.0% 142,052 $17.4M
Treasurer of the State of North Carolina 0.07% Reduce -12.9% 138,832 $17.0M
Credit Agricole S A 0.06% Add +129.1% 138,673 $17.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +32.8% 136,413 $16.7M
Aventail Capital Group, LP 0.87% Add +172.2% 136,112 $16.7M
Nisa Investment Advisors, LLC 0.06% Add +1.0% 135,339 $16.6M
STRS Ohio 0.07% Reduce -2.9% 134,669 $16.5M
Nomura Asset Management Co. Ltd. 0.05% Reduce -1.4% 132,969 $16.3M
Captrust Financial Advisors 0.05% Add +47.1% 132,078 $16.2M
Agf Management Ltd. 0.08% Reduce -13.3% 131,879 $16.2M
Paradiem, LLC 4.33% Add +31.3% 131,510 $16.1M
Groupama Asset Managment 0.34% Add +12.8% 134,648 $16.1M
Mackenzie Financial Corp. 0.02% Add +1.6% 130,551 $16.0M
United Services Automobile Association 0.52% No change 129,685 $15.9M
Bank of Nova Scotia 0.03% Reduce -1.8% 129,063 $15.8M
Mariner, LLC 0.03% Reduce -2.9% 128,988 $15.8M
Squarepoint Ops LLC 0.04% Reduce -48.0% 127,236 $15.6M
Federated Hermes, Inc. 0.03% Add +0.2% 122,365 $15.0M
Rafferty Asset Management, LLC 0.05% Add +1.3% 121,519 $14.9M
Foster Victor Wealth Advisors, LLC 1.13% Add +21.4% 105,009 $14.8M
Canada Pension Plan Investment Board 0.01% Reduce -9.0% 120,749 $14.8M
Asset Management One Co., Ltd. 0.05% Add +0.4% 123,356 $14.8M
State of New Jersey Common Pension Fund D 0.06% Reduce -1.8% 118,672 $14.5M
Trexquant Investment LP 0.16% Add +1930.4% 113,603 $13.9M
Waratah Capital Advisors Ltd. 0.77% New 111,842 $13.7M
AE Wealth Management LLC 0.11% Add +16.4% 109,756 $13.5M
CIBC Private Wealth Group LLC 0.02% Add +10.5% 106,985 $13.4M
State of Tennessee, Department of Treasury 0.05% Add +3.1% 108,161 $13.3M
Toronto Dominion Bank 0.03% Reduce -0.8% 107,334 $13.2M
Primecap Management Co. 0.01% Reduce -23.3% 107,270 $13.2M
Mediolanum International Funds Ltd 0.17% Add +14.4% 109,941 $13.1M
AMF Tjanstepension AB 0.09% No change 106,205 $13.0M
NorthCrest Asset Manangement, LLC 0.39% Add +1.9% 105,904 $13.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -8.8% 103,789 $12.7M
Candriam S.C.A. 0.07% Add +3.3% 102,814 $12.6M
Acadian Asset Management LLC 0.04% Reduce -79.9% 100,755 $12.3M
State of Michigan Retirement System 0.06% Reduce -2.2% 97,462 $11.9M
Summit Financial Wealth Advisors, LLC 2.31% Add +1.3% 86,863 $11.8M
National Bank of Canada 0.02% Reduce -36.3% 96,075 $11.7M
Resona Asset Management Co.,Ltd. 0.07% Reduce -6.3% 95,915 $11.7M
Jones Financial Companies LLLP 0.01% Add +33.6% 95,156 $11.7M
Cetera Investment Advisers 0.02% Reduce -14.0% 95,015 $11.6M
Sound Income Strategies, LLC 0.72% Add +6.9% 94,892 $11.6M
Guinness Asset Management LTD 0.22% Reduce -13.1% 94,227 $11.5M
Ossiam 0.20% New 93,277 $11.4M
Manning & Napier Advisors LLC 0.13% Reduce -4.9% 93,199 $11.4M
Arizona State Retirement System 0.07% Reduce -2.5% 91,402 $11.2M
Gotham Asset Management 0.11% Reduce -21.6% 90,695 $11.1M
Boundary Creek Advisors LP 7.39% New 90,000 $11.0M
Creative Planning 0.01% Add +6.2% 89,815 $11.0M
Erste Asset Management GmbH 0.13% No change 90,800 $10.9M
Westchester Capital Management, Inc. 2.66% Reduce -2.6% 86,268 $10.6M
Kwmg, LLC 1.09% Add +5.3% 86,063 $10.6M
Jennison Associates LLC 0.01% Reduce -0.5% 86,056 $10.5M
Pinnacle Associates Ltd. 0.14% Add +20.1% 85,858 $10.5M
QRG Capital Management, Inc. 0.11% Add +11.2% 85,134 $10.4M
MetLife Investment Management, LLC 0.06% Add +0.6% 83,775 $10.3M
Osaic Holdings, Inc. 0.02% Add +7.5% 93,883 $10.3M
Richard C. Young & CO., LTD. 1.10% Reduce -1.5% 82,521 $10.1M
Public Sector Pension Investment Board 0.04% Add +46.6% 82,187 $10.1M
Oakworth Capital, Inc. 0.69% Add +1.9% 81,738 $10.0M
Adams Natural Resources Fund, Inc. 1.57% Reduce -33.0% 81,200 $10.0M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 1.20% No change 81,055 $9.9M
Advisors Asset Management, Inc. 0.18% Add +1.2% 80,820 $9.9M
Whittier Trust Co. of Nevada Inc. 0.24% Add +5.1% 80,537 $9.9M
Busey Bank 0.32% Add +4.6% 80,224 $9.8M
Corebridge Financial, Inc. 0.05% Reduce -5.2% 80,177 $9.8M
Storebrand Asset Management As 0.03% Add +4.4% 77,978 $9.6M
Cambria Investment Management, L.P. 0.58% Add +6.3% 77,846 $9.5M
Rockefeller Capital Management L.P. 0.02% Add +9.6% 77,622 $9.5M
Spirit of America Management Corp. 1.91% Reduce -9.4% 77,084 $9.4M
Sagefield Capital LP 1.02% Reduce -31.6% 76,623 $9.4M
United Capital Management of KS, Inc. 1.69% Add +3.7% 75,721 $9.3M
Federation des caisses Desjardins du Quebec 0.05% Add +101.5% 75,018 $9.2M
Janney Montgomery Scott LLC 0.03% Reduce -2.3% 73,865 $9.1M
American Century Companies Inc. 0.01% Reduce -52.3% 73,706 $9.0M
Adell Harriman & Carpenter Inc. 0.63% Reduce -1.2% 73,603 $9.0M
William B. Walkup & Associates, Inc. 5.69% Add +0.3% 73,273 $9.0M
AXA S.A. 0.03% Reduce -56.0% 72,236 $8.9M
Illinois Municipal Retirement Fund 0.13% Reduce -38.0% 72,201 $8.9M
Wealthfront Advisers LLC 0.03% Reduce -2.2% 72,197 $8.9M
Adams Asset Advisors, LLC 1.15% Add +0.8% 71,703 $8.8M
Comerica Bank 0.04% Reduce -12.6% 71,283 $8.7M
Mercer Global Advisors Inc. 0.02% Reduce -10.6% 70,183 $8.6M
Capital Investment Advisors, LLC 0.17% Reduce -14.1% 70,067 $8.6M
AlTi Global, Inc. 0.21% Add +18.2% 64,793 $8.6M
Sienna Gestion 0.58% Add +55.0% 69,530 $8.5M
First National Trust Co 0.32% Reduce -11.9% 69,433 $8.5M
Schroder Investment Management Group 0.01% Reduce -59.0% 70,968 $8.5M
Calamos Advisors LLC 0.06% No change 68,828 $8.4M
Czech National Bank 0.08% Add +5.2% 68,642 $8.4M
Retirement Systems of Alabama 0.03% Reduce -2.6% 68,544 $8.4M
Corigliano Investment Advisers, LLC 3.99% — 68,000 $8.3M
Xponance LLC 0.08% Reduce -0.1% 67,580 $8.3M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -0.2% 67,360 $8.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -3.5% 67,315 $8.3M
D.A. Davidson & Co. 0.07% Reduce -8.7% 66,577 $8.2M
Glenmede Trust Co. NA 0.04% Add +45.9% 66,410 $8.1M
LMCG Investments, LLC 0.49% Reduce -8.1% 65,498 $8.0M
ProShare Advisors LLC 0.02% Add +3.7% 64,743 $7.9M
DNB Asset Management AS 0.03% Add +3.3% 63,918 $7.8M
Guggenheim Capital LLC 0.06% Reduce -14.4% 62,496 $7.7M
PEAK6 LLC 0.30% — 61,636 $7.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +12.4% 61,349 $7.5M
GF Fund Management Co. LTD. 0.16% — 60,942 $7.5M
Stephens Inc. 0.10% Add +9.2% 60,757 $7.4M
Amalgamated Bank 0.06% Reduce -4.0% 60,633 $7.4M
Socorro Asset Management LP 3.01% No change 59,743 $7.3M
Willis Investment Counsel 0.48% No change 59,100 $7.2M
Hutchinson Capital Management 1.35% Reduce -0.6% 58,274 $7.1M
Community Bank & Trust, Waco, Texas 1.63% Reduce -0.5% 58,138 $7.1M
Gabelli Funds LLC 0.05% No change 57,100 $7.0M
Auxier Asset Management LLC 1.08% Reduce -3.6% 57,055 $7.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +7.6% 56,868 $7.0M
Empire Life Investments Inc. 0.44% Reduce -24.9% 56,739 $7.0M
Bollard Group LLC 0.19% Reduce -3.0% 56,362 $6.9M
Arvest Bank Trust Division 0.41% Reduce -1.7% 55,382 $6.8M
Winmill & Co. Inc. 2.19% No change 55,218 $6.8M
Barings LLC 0.16% No change 55,159 $6.8M
Texas Yale Capital Corp. 0.27% Add +18.3% 55,078 $6.8M
Westbourne Investment Advisors, Inc. 2.31% Add +14.6% 55,045 $6.7M
Cibc World Market Inc. 0.02% Add +14.1% 54,957 $6.7M
Verition Fund Management LLC 0.04% Add +11.9% 54,938 $6.7M
Parallax Volatility Advisers, L.P. 0.17% New 54,924 $6.7M
Patton Albertson Miller Group, LLC 0.90% Add +6.0% 54,702 $6.7M
Hamilton Capital Partners Inc. 0.50% Add +26.9% 54,564 $6.7M
WINTON GROUP Ltd 0.44% Add +1816.6% 54,432 $6.7M
Bailard, Inc. 0.17% Reduce -2.8% 53,677 $6.6M
SVB Wealth LLC 0.12% New 53,004 $6.5M
Swiss Life Asset Management Ltd 0.05% Add +599.8% 52,908 $6.5M
CIBC Asset Management Inc 0.02% Reduce -10.8% 52,830 $6.5M
Yousif Capital Management, LLC 0.07% Add +0.8% 52,379 $6.4M
Utah Retirement Systems 0.07% Reduce -0.9% 52,304 $6.4M
O'Brien Greene & Co. Inc 2.07% Add +2.8% 52,104 $6.4M
Glenview Trust Co 0.12% Add +4.8% 52,040 $6.4M
American National Bank & Trust 0.71% Reduce -1.5% 52,004 $6.4M
Cresset Asset Management, LLC 0.03% Reduce -20.6% 51,953 $6.4M
Fiduciary Trust Co 0.08% Reduce -3.1% 51,851 $6.4M
Intech Investment Management LLC 0.06% Reduce -60.9% 51,540 $6.3M
Annex Advisory Services, LLC 0.19% Reduce -8.8% 51,424 $6.3M
Summa Corp. 3.09% No change 51,400 $6.3M
Oppenheimer & Co. Inc. 0.09% Add +2.2% 51,262 $6.3M
Man Group plc 0.02% Reduce -24.6% 51,237 $6.3M
Cibc World Markets Corp. 0.04% Add +14.2% 50,115 $6.1M
Infrastructure Capital Advisors, LLC 1.04% No change 49,963 $6.1M
Avantax Advisory Services, Inc. 0.04% Add +1.6% 49,746 $6.1M
Point72 Asset Management 0.02% Reduce -95.1% 49,669 $6.1M
Washington Trust Bank 0.58% Reduce -3.4% 49,033 $6.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.19% Add +57.0% 50,214 $6.0M
JCIC Asset Management Inc. 2.42% Add +1.5% 48,734 $6.0M
Petredis Investment Advisors LLC 0.61% Reduce -3.1% 48,075 $5.9M
Carmel Capital Management L.L.C. 2.22% Reduce -0.2% 48,011 $5.9M
Narwhal Capital Management 0.52% Reduce -3.5% 47,599 $5.8M
Cambridge Financial Group, Inc. 2.40% — 47,375 $5.8M
IFM Investors Pty Ltd 0.06% Reduce -22.3% 47,281 $5.8M
New York Life Investment Management LLC 0.06% Reduce -0.9% 47,251 $5.8M
Capital Fund Management S.A. 0.06% New 47,163 $5.8M
Thrivent Financial for Lutherans 0.01% Reduce -7.3% 43,267 $5.7M
Atria Investments, Inc 0.07% Add +3.8% 46,305 $5.7M
Police & Firemen's Retirement System of New Jersey 0.06% — 46,098 $5.7M
Beacon Pointe Advisors, LLC 0.06% Reduce -23.5% 45,742 $5.6M
Lighthouse Investment Partners, LLC 0.21% New 45,000 $5.5M
Private Advisor Group, LLC 0.03% Reduce -2.3% 44,716 $5.5M
Mutual of America Capital Management LLC 0.06% Reduce -4.3% 44,226 $5.4M
Cincinnati Specialty Underwriters Insurance CO 1.49% No change 44,133 $5.4M
DAVENPORT & Co LLC 0.03% Reduce -3.0% 43,443 $5.3M
Public Employees Retirement Association of Colorado 0.02% Reduce -6.5% 43,254 $5.3M
Kestra Advisory Services, LLC 0.03% Reduce -25.2% 43,239 $5.3M
James Investment Research, Inc. 0.63% Reduce -3.3% 43,131 $5.3M
Integrated Wealth Concepts LLC 0.06% Add +15.1% 42,897 $5.3M
Heartland Advisors Inc. 0.28% Reduce -38.5% 42,712 $5.2M
Hancock Whitney Corp. 0.17% Reduce -21.6% 42,684 $5.2M
Foundations Investment Advisors, LLC 0.10% Add +18.3% 42,599 $5.2M
Avantax Planning Partners, Inc. 0.19% Add +1.5% 42,371 $5.2M
swisspartners Advisors Ltd 5.56% Add +4.2% 46,420 $5.2M
Bell & Brown Wealth Advisors, LLC 1.91% Add +1.2% 41,920 $5.1M
Daiwa Securities Group Inc. 0.02% Add +5.3% 41,832 $5.1M
Moore Capital Management, LP 0.10% No change 41,752 $5.1M
SouthState Bank Corp 0.33% Add +7599.2% 40,652 $5.0M
Burney Co./ 0.17% Add +2.0% 40,200 $4.9M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -1.1% 40,281 $4.9M
Avitas Wealth Management LLC 0.68% Add +0.8% 40,049 $4.9M
Edgestream Partners, L.P. 0.21% Add +134.2% 39,875 $4.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.2% 39,827 $4.9M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -1.9% 39,634 $4.9M
MML Investors Services, LLC 0.02% Reduce -8.8% 39,426 $4.8M
Pathstone Holdings, LLC 0.02% Reduce -1.4% 39,162 $4.8M
Central Bank & Trust Co. 0.72% Reduce -8.8% 39,012 $4.8M
Blair William & Co. 0.01% Reduce -1.9% 38,796 $4.8M
Interval Partners, LP 0.12% Add +177.9% 38,784 $4.8M
HITE Hedge Asset Management LLC 0.35% Reduce -48.4% 38,746 $4.7M
Nissay Asset Management Corp. /Japan 0.03% Reduce -3.3% 39,625 $4.7M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -9.1% 38,562 $4.7M
Tidal Investments LLC 0.04% Add +15.9% 37,349 $4.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -20.1% 37,122 $4.6M
Thoroughbred Financial Services, LLC 0.27% Reduce -2.0% 36,605 $4.5M
State of Alaska, Department of Revenue 0.05% Reduce -15.2% 36,094 $4.4M
NewSquare Capital LLC 0.35% Add +0.2% 36,440 $4.4M
Vestcor Inc 0.14% Add +233.6% 35,696 $4.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -38.7% 35,524 $4.4M
WP Advisors, LLC 1.45% Add +3.5% 35,524 $4.4M
Fusion Capital, LLC 1.75% Reduce -12.9% 35,496 $4.4M
CCM Investment Group, LLC 0.47% — 36,122 $4.3M
Twin Tree Management, LP 0.10% New 35,218 $4.3M
Holocene Advisors, LP 0.01% New 35,095 $4.3M
S.E.E.D. Planning Group LLC 1.43% Reduce -1.4% 34,989 $4.3M
Thomasville National Bank 0.30% Add +1.9% 34,506 $4.2M
Janus Henderson Group PLC 0.00% Reduce -1.2% 34,462 $4.2M
Focus Partners Wealth 0.01% Add +69.8% 34,439 $4.2M
Elo Mutual Pension Insurance Co 0.09% Add +19.3% 34,430 $4.2M
Advisory Services Network, LLC 0.08% Reduce -10.8% 33,731 $4.1M
Pinebridge Investments, L.P. 0.03% Add +40.6% 33,462 $4.1M
Generali Asset Management SPA SGR 0.10% — 33,432 $4.1M
Hourglass Capital, LLC 1.11% Add +4.3% 32,830 $4.0M
Unigestion Holding SA 0.23% No change 32,058 $3.9M
one8zero8, LLC 0.85% — 32,050 $3.9M
Viking Fund Management LLC 0.61% Add +68.4% 32,000 $3.9M
Hudson Capital Management LLC 1.25% Add +6.5% 31,792 $3.9M
Northwest Bancshares, Inc. 0.71% Reduce -4.5% 31,477 $3.9M
Forvis Mazars Wealth Advisors, LLC 0.09% Reduce -0.9% 31,234 $3.8M
Motco 0.39% Add +368.2% 31,066 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Add +4.0% 30,731 $3.8M
Thomist Capital Management, LP 1.21% New 31,500 $3.8M
Douglas Lane & Associates, LLC 0.05% Add +10.8% 30,528 $3.7M
Lido Advisors, LLC 0.02% Reduce -52.9% 30,269 $3.7M
Mizuho Securities USA LLC 0.07% Add +44.4% 30,005 $3.7M
Phoenix Financial Ltd. 0.05% Reduce -10.3% 29,982 $3.7M
Montgomery Investment Management Inc. 1.44% No change 29,890 $3.7M
Silvant Capital Management LLC 0.15% No change 29,846 $3.7M
Caxton Associates LP 0.12% Reduce -10.6% 29,608 $3.6M
Intact Investment Management Inc. 0.13% Add +37.4% 29,600 $3.6M
First National Bank of Mount Dora, Trust Investment Services 0.85% Add +2.5% 29,504 $3.6M
Capstone Investment Advisors, LLC 0.05% Add +282.3% 29,063 $3.6M
Shepherd Financial Partners LLC 0.42% Add +2.4% 28,666 $3.5M
Howard Capital Management, LLC 0.05% Add +2.6% 28,032 $3.4M
Ieq Capital, LLC 0.03% Add +76.2% 27,988 $3.4M
Commerce Bank 0.02% Reduce -6.2% 27,714 $3.4M
Stanley-Laman Group, Ltd. 0.47% Reduce -2.4% 27,229 $3.3M
Oregon Public Employees Retirement Fund 0.06% Reduce -1.1% 27,094 $3.3M
Abacus FCF Advisors LLC 0.44% Add +46.3% 27,056 $3.3M
J. W. Coons Advisors, LLC 0.85% Reduce -2.3% 26,987 $3.3M
UniSuper Management Pty Ltd 0.02% Add +26.4% 26,987 $3.3M
IMA Advisory Services, Inc. 0.39% Reduce -1.5% 26,734 $3.3M
NewEdge Advisors, LLC 0.02% Reduce -1.7% 26,658 $3.3M
Highland Capital Management, LLC 0.19% Reduce -2.0% 26,651 $3.3M
Resources Management Corp. /CT/ 0.44% Reduce -2.0% 26,414 $3.2M
Diversified Trust Co. 0.08% Reduce -0.5% 26,047 $3.2M
Arrow Capital Pty Ltd 2.92% — 26,000 $3.2M
Beacon Investment Advisory Services, Inc. 0.14% Reduce -2.5% 25,447 $3.1M
Gulf International Bank (UK) Ltd 0.08% Reduce -1.2% 25,431 $3.1M
Oppenheimer Asset Management Inc. 0.04% Reduce -0.9% 25,255 $3.1M
CSU Producer Resources, Inc. 10.12% No change 25,059 $3.1M
Atria Wealth Solutions, Inc. 0.03% Add +3.1% 25,034 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +12.0% 24,849 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +12.0% 24,849 $3.0M
Quantinno Capital Management LP 0.03% Add +37.9% 24,647 $3.0M
Townsquare Capital LLC 0.03% Add +26.3% 24,623 $3.0M
Cwm, LLC 0.01% Add +70.9% 24,582 $3.0M
Hennessy Advisors Inc. 0.09% Add +2.5% 24,550 $3.0M
Knights of Columbus Asset Advisors LLC 0.20% Add +4.8% 24,532 $3.0M
Catherine Avery Investment Management LLC 2.65% — 13,855 $3.0M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 24,308 $3.0M
Welch & Forbes LLC 0.04% Reduce -0.2% 24,169 $3.0M
Sunbelt Securities, Inc. 0.26% Reduce -0.7% 24,598 $2.9M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -7.4% 23,782 $2.9M
Family Manage LLC 0.47% Add +61.3% 23,489 $2.9M
Uniplan Investment Counsel, Inc. 0.27% Add +0.9% 23,445 $2.9M
Mgo One Seven LLC 0.11% Add +72.0% 23,337 $2.9M
Pine Valley Investments Ltd Liability Co 0.19% Reduce -3.2% 23,207 $2.8M
Teamwork Financial Advisors, LLC 0.37% Add +0.2% 23,029 $2.8M
Cherokee Insurance Co 1.27% — 22,850 $2.8M
Vident Advisory, LLC 0.05% Add +56.7% 22,820 $2.8M
Fourpath Capital Management, LLC 0.52% Reduce -7.4% 22,723 $2.8M
CENTRAL TRUST Co 0.07% Reduce -4.3% 22,717 $2.8M
Wolverine Trading, LLC 0.06% Add +35.8% 23,261 $2.8M
Twin Capital Management Inc. 0.30% Add +2.6% 22,425 $2.7M
Foster & Motley Inc. 0.18% Add +7.0% 22,264 $2.7M
Old Second National Bank of Aurora 0.62% Add +0.2% 22,182 $2.7M
Bridgeway Capital Management, LLC 0.06% Reduce -14.6% 22,150 $2.7M
Kentucky Retirement Systems 0.08% Reduce -1.4% 22,016 $2.7M
Community Trust & Investment Co. 0.17% Add +7.4% 21,919 $2.7M
Investment Management Corp of Ontario 0.09% Add +1.6% 21,724 $2.7M
Integrated Advisors Network LLC 0.13% Add +285.2% 21,624 $2.7M
Balyasny Asset Management L.P. 0.01% Reduce -12.3% 21,390 $2.6M
Bahl & Gaynor LLC 0.01% Reduce -4.4% 21,312 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -57.8% 21,300 $2.6M
Scotia Capital Inc. 0.01% Add +3.0% 21,295 $2.6M
Atlantic Union Bankshares Corp 0.15% No change 21,050 $2.6M
Clearbridge Investments, LLC 0.00% Reduce -0.1% 20,864 $2.6M
Geneos Wealth Management Inc. 0.09% Reduce -6.4% 20,827 $2.6M
GMO 0.01% Reduce -41.5% 20,813 $2.6M
Tower Research Capital LLC (TRC) 0.05% Add +18.4% 20,764 $2.5M
NEOS Investment Management LLC 0.06% Add +31.6% 20,714 $2.5M
Donaldson Capital Management, LLC 0.10% Reduce -16.5% 20,576 $2.5M
Alaska Permanent Fund Corp 0.04% No change 20,498 $2.5M
Cypress Capital Group 0.31% Reduce -12.3% 20,317 $2.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.26% — 20,300 $2.5M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -37.2% 20,252 $2.5M
Bessemer Group Inc. 0.00% Add +18.9% 20,106 $2.5M
Prosperity Consulting Group, LLC 0.19% Add +11.9% 20,102 $2.5M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.6% 19,958 $2.4M
Navellier & Associates Inc. 0.29% Add +4.3% 19,859 $2.4M
Regions Financial Corp. 0.02% Reduce -0.5% 19,849 $2.4M
Community Financial Services Group, LLC 0.48% Reduce -16.9% 19,659 $2.4M
Hartford Investment Management Co. 0.08% Reduce -3.1% 19,546 $2.4M
Heritage Wealth Management, Inc. 0.78% Reduce -2.0% 19,252 $2.4M
FineMark National Bank & Trust 0.08% Reduce -0.1% 19,227 $2.4M
Argonautica Private Wealth Management, Inc. 0.75% Reduce -0.6% 19,050 $2.3M
Walleye Capital LLC 0.02% Add +521.6% 19,035 $2.3M
Woodline Partners LP 0.02% New 19,012 $2.3M
Kestra Private Wealth Services, LLC 0.04% Add +10.5% 18,899 $2.3M
Metis Global Partners, LLC 0.07% Add +6.7% 18,757 $2.3M
Dana Investment Advisors, Inc. 0.08% Reduce -11.3% 18,677 $2.3M
Quadrant Private Wealth Management, LLC 0.56% Add +1.1% 18,666 $2.3M
Thrive Capital Management, LLC 1.05% Add +54.2% 18,602 $2.3M
Sequoia Financial Advisors, LLC 0.02% Add +6.2% 18,218 $2.2M
Sendero Wealth Management, LLC 0.33% New 18,198 $2.2M
Mathes Company, Inc. 0.81% Reduce -8.5% 18,065 $2.2M
First Merchants Corp. 0.08% Add +5.7% 17,691 $2.2M
HB Wealth Management, LLC 0.02% Add +10.3% 17,552 $2.2M
Skylands Capital, LLC 0.30% New 17,550 $2.2M
M&G PLC 0.01% No change 17,475 $2.1M
Siemens Fonds Invest GmbH 0.23% Add +46.5% 17,965 $2.1M
U.S. Capital Wealth Advisors, LLC 0.07% Add +1.5% 17,525 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Add +112.4% 17,242 $2.1M
StoneX Group Inc. 0.12% Add +6.8% 17,121 $2.1M
Fruth Investment Management 0.58% No change 17,100 $2.1M
Graypoint LLC 0.13% Reduce -3.3% 17,047 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -5.6% 17,000 $2.1M
Securian Asset Management, Inc. 0.06% Reduce -4.5% 16,921 $2.1M
Bragg Financial Advisors, Inc 0.08% Reduce -2.6% 16,900 $2.1M
Fisher Asset Management 0.00% Add +0.1% 16,877 $2.1M
Maryland State Retirement & Pension System 0.04% Reduce -9.8% 16,856 $2.1M
Arbor Capital Management Inc. 2.03% Reduce -4.5% 14,754 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% Add +117.3% 16,792 $2.1M
Essential Planning, LLC. 0.01% New 15,275 $2.0M
Bristlecone Advisors, LLC 0.16% Reduce -2.5% 16,541 $2.0M
Beacon Investment Advisors LLC 0.95% Add +1.1% 16,526 $2.0M
Brown Advisory Inc. 0.00% Add +0.6% 16,431 $2.0M
Archford Capital Strategies, LLC 0.30% Add +4.4% 16,407 $2.0M
LMR Partners LLP 0.05% New 16,333 $2.0M
Roundview Capital LLC 0.14% Reduce -0.2% 16,231 $2.0M
Praxis Investment Management Inc. 0.13% Reduce -60.1% 16,210 $2.0M
Empirical Finance, LLC 0.11% Reduce -17.8% 16,063 $2.0M
Orleans Capital Management Corp. 1.09% Reduce -4.8% 14,220 $1.9M
Sandy Spring Bank 0.08% Add +4.1% 15,825 $1.9M
Simplex Trading, LLC 0.05% Reduce -81.7% 15,798 $1.9M
Ontario Teachers Pension Plan Board 0.03% Reduce -23.8% 15,777 $1.9M
Banco de Sabadell, S.A 1.51% Add +1.2% 15,671 $1.9M
Smartleaf Asset Management LLC 0.20% Add +23.0% 16,056 $1.9M
Huntleigh Advisors, Inc. 0.41% — 15,640 $1.9M
X-Square Capital, LLC 0.79% Add +0.0% 15,637 $1.9M
Tilia Fiduciary Partners, Inc. 1.30% Add +6.9% 15,553 $1.9M
Stiles Financial Services Inc 0.69% Add +20.7% 15,520 $1.9M
Norinchukin Bank, The 0.04% Add +11.8% 15,418 $1.9M
Accordant Advisory Group Inc 1.82% Reduce -0.6% 15,359 $1.9M
Virtu Financial LLC 0.10% Reduce -36.2% 15,349 $1.9M
New Mexico Educational Retirement Board 0.06% Reduce -4.4% 15,316 $1.9M
Jacobi Capital Management LLC 0.14% Reduce -3.3% 15,252 $1.9M
Unison Advisors LLC 0.22% Add +0.8% 15,235 $1.9M
Old National Bancorp 0.04% Reduce -4.8% 15,173 $1.9M
Moseley Investment Management Inc. 0.72% Add +3.0% 15,089 $1.8M
Bank & Trust Co 1.55% Reduce -2.3% 15,046 $1.8M
Synovus Financial Corp. 0.02% Reduce -27.1% 15,038 $1.8M
D. E. Shaw & Co. 0.00% Reduce -31.5% 14,842 $1.8M
Savant Capital, LLC 0.01% Reduce -17.5% 14,700 $1.8M
Convergence Investment Partners, LLC 0.40% Reduce -39.1% 14,634 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.17% Add +11.1% 14,582 $1.8M
Caldwell Trust Co 0.19% Reduce -1.4% 14,538 $1.8M
Independent Advisor Alliance 0.02% Add +1.4% 14,465 $1.8M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.9% 14,433 $1.8M
Hanson & Doremus Investment Management 0.27% No change 14,290 $1.8M
Paragon Capital Management Inc. 1.37% New 14,265 $1.7M
Fifth Third Bancorp 0.01% Add +0.3% 14,218 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.81% Add +8.0% 14,185 $1.7M
OMERS ADMINISTRATION Corp 0.02% Add +19.6% 14,148 $1.7M
Smith Group Asset Management, LLC 0.13% New 14,000 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -2.7% 13,943 $1.7M
Moody Aldrich Partners LLC 0.31% New 13,818 $1.7M
Gateway Investment Advisers LLC 0.02% Add +34.1% 13,815 $1.7M
Park Avenue Securities LLC 0.02% Reduce -8.3% 13,718 $1.7M
Level Four Advisory Services, LLC 0.07% Reduce -1.0% 13,667 $1.7M
Benjamin Edwards Inc. 0.02% Reduce -2.4% 13,638 $1.7M
Bar Harbor Wealth Management 0.11% No change 13,464 $1.7M
Fidelis Capital Partners, LLC 0.16% Add +3.1% 12,037 $1.6M
Fulton Bank, N.A. 0.06% Add +4.6% 13,355 $1.6M
&partners 0.02% Add +26.6% 13,101 $1.6M
Profund Advisors LLC 0.06% Reduce -18.8% 13,299 $1.6M
Courier Capital LLC 0.11% Reduce -15.0% 13,291 $1.6M
Arvest Investments, Inc. 0.26% Reduce -1.9% 13,268 $1.6M
Independent Solutions Wealth Management, LLC 0.36% No change 13,258 $1.6M
Harvest Portfolios Group Inc. 0.05% Add +16.3% 13,184 $1.6M
BankPlus Trust Department 0.53% — 13,155 $1.6M
Anchor Investment Management, LLC 0.15% Add +10.9% 13,114 $1.6M
Moors & Cabot, Inc. 0.08% Add +10.2% 13,095 $1.6M
Intrust Bank NA 0.16% Add +0.6% 13,079 $1.6M
Caprock Group, LLC 0.05% Add +23.8% 13,050 $1.6M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 12,924 $1.6M
Exchange Capital Management, Inc. 0.25% No change 12,835 $1.6M
Oddo BHF Asset Management Sas 0.08% Reduce -24.4% 12,779 $1.6M
Choreo, LLC 0.02% Reduce -5.1% 12,759 $1.5M
International Assets Investment Management, LLC 0.13% Add +56.8% 12,501 $1.5M
B. Riley Wealth Advisors, Inc. 0.05% Add +8.0% 12,537 $1.5M
IMC-Chicago, LLC 0.04% New 12,524 $1.5M
Mariner Investment Group LLC 0.31% New 12,500 $1.5M
Nemes Rush Group LLC 0.19% Reduce -3.6% 12,462 $1.5M
Exchange Traded Concepts, LLC 0.03% Add +175.8% 12,446 $1.5M
Covenant Asset Management, LLC 0.34% Reduce -6.2% 12,421 $1.5M
Verdence Capital Advisors LLC 0.12% Add +3.5% 12,346 $1.5M
Viawealth, LLC 0.91% Add +1.4% 12,293 $1.5M
PFG Investments, LLC 0.09% Reduce -1.2% 12,237 $1.5M
DRW Securities, LLC 0.10% New 12,173 $1.5M
Becker Capital Management Inc. 0.05% Reduce -1.1% 12,022 $1.5M
Syon Capital LLC 0.13% Reduce -6.4% 12,017 $1.5M
Measured Risk Portfolios, Inc. 1.64% — 12,008 $1.5M
CreativeOne Wealth, LLC 0.04% Add +23.0% 11,964 $1.5M
Mengis Capital Management, Inc. 0.30% Reduce -3.2% 11,905 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -1.4% 11,845 $1.5M
Fifth Third Wealth Advisors LLC 0.08% Add +8.4% 11,787 $1.4M
Barometer Capital Management Inc. 0.58% New 9,250 $1.4M
Prospera Financial Services Inc 0.03% Add +3.2% 11,718 $1.4M
Dakota Wealth Management 0.03% New 11,727 $1.4M
Stablepoint Partners, LLC 0.26% Reduce -0.9% 11,699 $1.4M
MBM Wealth Consultants, LLC 0.43% Add +7.0% 11,634 $1.4M
Flputnam Investment Management Co. 0.03% Reduce -7.1% 11,596 $1.4M
Watts Gwilliam & Co., LLC 0.30% New 11,401 $1.4M
Vontobel Holding Ltd. 0.00% Add +13.4% 11,529 $1.4M
UMB Bank, n.a. 0.02% Add +2.3% 11,473 $1.4M
BCM Advisors, LLC 0.31% Reduce -0.5% 10,000 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -1.6% 11,450 $1.4M
River Street Advisors LLC 0.72% Add +0.9% 11,426 $1.4M
Prudential PLC 0.01% Reduce -17.6% 11,418 $1.4M
Keybank National Association 0.01% Add +32.0% 11,260 $1.4M
MRP Capital Investments, LLC 1.26% Reduce -2.4% 11,259 $1.4M
King Luther Capital Management Corp. 0.01% Reduce -16.7% 11,111 $1.4M
Bayesian Capital Management, LP 0.17% New 11,100 $1.4M
Alaethes Wealth, LLC 0.49% Add +0.1% 11,096 $1.4M
Belpointe Asset Management LLC 0.08% Reduce -1.0% 9,269 $1.4M
Ritholtz Wealth Management 0.04% Reduce -12.1% 11,023 $1.4M
Fortem Financial Group, LLC 0.52% Add +4.0% 10,998 $1.3M
Kingsview Wealth Management, LLC 0.03% Reduce -3.4% 10,938 $1.3M
Quadrature Capital Ltd 0.03% Reduce -69.7% 10,896 $1.3M
GTS Securities LLC 0.06% Reduce -64.1% 10,846 $1.3M
NorthCoast Asset Management LLC 0.01% Add +5.0% 10,806 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -0.3% 10,791 $1.3M
SeaCrest Wealth Management, LLC 0.14% Reduce -5.6% 10,732 $1.3M
Threadgill Financial, LLC 0.69% Reduce -0.9% 10,585 $1.3M
Energy Income Partners, LLC 0.03% Add +0.6% 10,576 $1.3M
First Citizens Bank & Trust Co. 0.02% Reduce -9.0% 10,544 $1.3M
Mirabella Financial Services LLP 0.12% New 10,515 $1.3M
Capital Advisors Inc. 0.03% Add +8.0% 10,432 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -11.0% 10,359 $1.3M
Argent Trust Co 0.05% Reduce -1.9% 10,320 $1.3M
LBP Am SA 0.02% No change 10,310 $1.3M
Access Financial Services, Inc. 0.56% Add +1.7% 10,202 $1.3M
Cornerstone Select Advisors, LLC 1.20% — 10,188 $1.2M
Alamar Capital Management, LLC 0.68% Reduce -56.7% 10,186 $1.2M
Heritage Trust Co 0.15% — 10,152 $1.2M
Great Valley Advisor Group, Inc. 0.03% Reduce -2.6% 10,067 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.0% 10,052 $1.2M
Affinity Investment Advisors, LLC 1.02% Reduce -22.9% 10,034 $1.2M
Shell Asset Management Co. 0.05% Add +0.5% 10,031 $1.2M
Canal Insurance CO 0.32% No change 10,000 $1.2M
Kieckhefer Group LLC 0.74% — 10,000 $1.2M
Miller Howard Investments Inc. 0.04% Reduce -7.3% 9,972 $1.2M
Intellectus Partners, LLC 0.27% Add +17.3% 9,940 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +3.4% 9,913 $1.2M
Moody National Bank Trust Division 0.13% Reduce -1.6% 9,836 $1.2M
Roman Butler Fullerton & Co. 0.38% Reduce -5.4% 8,484 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -13.0% 9,753 $1.2M
Apollon Wealth Management, LLC 0.03% Reduce -18.7% 9,735 $1.2M
Elevation Point Wealth Partners, LLC 0.10% Add +16.1% 9,674 $1.2M
IFP Advisors, Inc 0.04% Reduce -0.8% 9,656 $1.2M
Retirement Guys Formula LLC 0.60% Add +4.2% 9,652 $1.2M
Wambolt & Associates, LLC 0.38% Reduce -12.6% 9,609 $1.2M
SG Americas Securities, LLC 0.01% Reduce -40.2% 9,601 $1.2M
Allstate Corp. 0.03% New 9,563 $1.2M
MGB Wealth Management, LLC 0.36% Reduce -1.6% 9,575 $1.2M
Stratos Wealth Advisors, LLC 0.06% Add +11.7% 9,539 $1.2M
Capital Planning Advisors, LLC 0.18% Add +1.2% 9,526 $1.2M
Pitcairn Co. 0.07% Add +1.4% 9,454 $1.2M
Legacy Bridge, LLC 0.60% No change 9,432 $1.2M
Coastline Trust Co 0.13% Reduce -27.6% 9,381 $1.2M
Flagship Harbor Advisors, LLC 0.06% Reduce -16.1% 9,291 $1.1M
Boothbay Fund Management, LLC 0.04% New 9,280 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -1.2% 9,192 $1.1M
Sapient Capital LLC 0.02% Reduce -19.3% 9,135 $1.1M
CI Investments Inc. 0.00% Add +29.2% 9,017 $1.1M
Dark Forest Capital Management LP 0.16% Add +352.1% 9,010 $1.1M
Advisory Resource Group 0.23% Add +0.5% 8,977 $1.1M
Shorepoint Capital Partners LLC 0.25% Reduce -11.2% 8,963 $1.1M
Citizens National Bank Trust Department 0.23% Reduce -0.4% 8,958 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -31.4% 8,934 $1.1M
Fayez Sarofim & Co 0.00% Add +24.8% 8,887 $1.1M
Peddock Capital Advisors, LLC 0.26% Reduce -4.9% 8,870 $1.1M
Providence Wealth Advisors, LLC 0.82% Add +1.1% 8,878 $1.1M
Freedom Investment Management, Inc. 0.09% Reduce -3.7% 8,792 $1.1M
Aptus Capital Advisors, LLC 0.01% Add +57.3% 8,783 $1.1M
SteelPeak Wealth, LLC 0.04% Reduce -80.8% 8,753 $1.1M
GAMMA Investing LLC 0.09% Reduce -6.4% 8,749 $1.1M
Invst, LLC 0.13% Reduce -6.4% 8,732 $1.1M
Clearstead Advisors, LLC 0.02% Add +4.9% 8,710 $1.1M
Leonteq Securities AG 0.10% Add +81.3% 8,690 $1.1M
CX Institutional 0.04% Add +8.9% 8,628 $1.1M
Greenfield Savings Bank 0.50% Reduce -12.2% 8,537 $1.0M
MFG Wealth Management, Inc. 0.95% — 8,495 $1.0M
Marino, Stram & Associates LLC 0.23% Reduce -0.8% 8,441 $1.0M
Commerzbank Aktiengesellschaft 0.02% Add +30.3% 8,598 $1.0M
Allworth Financial LP 0.01% Reduce -0.6% 7,614 $1.0M
Douglass Winthrop Advisors, LLC 0.02% No change 8,385 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -57.0% 8,292 $1.0M
Buckley Wealth Management, LLC 0.31% Add +14.4% 8,275 $1.0M
SPC Financial, Inc. 0.09% Add +3.8% 8,272 $1.0M
Cadence Bank 0.07% Add +3.2% 8,236 $1.0M
Crescent Sterling, Ltd. 1.03% Reduce -4.6% 8,210 $1.0M
Stoneridge Investment Partners LLC 0.36% Reduce -1.2% 8,178 $1.0M
Tocqueville Asset Management L.P. 0.02% Add +2.0% 8,157 $1000K
Confluence Wealth Services, Inc. 0.06% Reduce -8.7% 7,096 $998K
JT Stratford LLC 0.16% Reduce -0.6% 8,132 $997K
New Age Alpha Advisors, LLC 0.04% New 8,131 $997K
First United Bank & Trust 0.36% Reduce -0.8% 8,107 $994K
Nicholas Wealth, LLC. 0.54% Add +38.9% 7,430 $991K
Brookstone Capital Management 0.01% Add +9.3% 8,072 $990K
Sigma Planning Corp 0.03% Add +6.3% 8,040 $986K
Wahed Invest LLC 0.16% Add +2.4% 7,945 $974K
Ballew Advisors, Inc 0.62% No change 7,300 $973K
Coldstream Capital Management Inc. 0.02% Reduce -2.9% 7,930 $972K
Kornitzer Capital Management Inc. 0.02% Reduce -0.5% 7,900 $968K
Focus Partners Advisor Solutions, LLC 0.02% Add +130.0% 7,884 $967K
Field & Main Bank 0.34% Add +0.5% 7,885 $967K
Kentucky Retirement Systems Insurance Trust Fund 0.17% Add +101.4% 19,107 $963K
Neumann Capital Management, LLC 0.32% No change 7,813 $958K
MAI Capital Management 0.01% Reduce -5.8% 7,804 $957K
Caption Management, LLC 0.04% Reduce -83.6% 7,800 $956K
Polianta Ltd 0.46% No change 7,800 $956K
Occudo Quantitative Strategies LP 0.17% Reduce -82.2% 7,740 $949K
Mitchell McLeod Pugh & Williams Inc. 0.20% Reduce -13.7% 7,709 $945K
Mutual Advisors, LLC 0.03% Reduce -29.8% 6,766 $943K
Farmers & Merchants Trust Co of Chambersburg PA 0.36% Reduce -30.4% 7,684 $942K
Keeley-Teton Advisors, LLC 0.11% Reduce -5.5% 7,683 $942K
Bleakley Financial Group, LLC 0.03% Reduce -6.7% 7,601 $932K
Cornerstone Advisors, LLC 0.04% No change 7,600 $932K
Concurrent Investment Advisors, LLC 0.03% Reduce -0.4% 7,544 $925K
USS Investment Management Ltd 0.01% Reduce -68.8% 7,512 $921K
Wilsey Asset Management Inc. 0.17% Reduce -6.8% 7,496 $919K
Good Life Advisors, LLC 0.07% Reduce -1.0% 7,467 $915K
Guidance Capital, Inc. 0.28% New 6,550 $915K
Godshalk Welsh Capital Management, Inc. 0.59% No change 7,425 $910K
Legacy Trust 0.21% Reduce -0.9% 7,410 $908K
Kendall Capital Management 0.27% Reduce -1.7% 7,394 $906K
Lazard Asset Management LLC 0.00% Add +0.5% 7,393 $905K
Daymark Wealth Partners, LLC 0.04% No change 7,370 $903K
Atlantic Edge Private Wealth Management, LLC 0.28% Reduce -2.4% 7,336 $899K
Rodgers Brothers Inc. 0.12% Add +0.1% 7,325 $898K
V-Square Quantitative Management LLC 0.13% Add +7.5% 7,286 $893K
Guerra Advisors Inc 0.49% — 7,276 $892K
Wedbush Securities Inc. 0.03% Reduce -37.1% 7,240 $887K
Ethic Inc. 0.02% Add +223.6% 7,223 $885K
Ables, Iannone, Moore & Associates, Inc. 0.55% Reduce -1.5% 7,221 $885K
Bank of Nova Scotia Trust Co. 0.09% Reduce -24.3% 7,150 $877K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -10.1% 7,139 $875K
Cidel Asset Management Inc. 0.06% Add +8.2% 7,134 $875K
Wesbanco Bank Inc. 0.03% Add +10.1% 7,126 $874K
Investors Research Corp 0.19% Reduce -1.1% 7,076 $867K
Winnacle Wealth LLC 0.85% — 7,224 $859K
RBF Capital, LLC 0.04% No change 7,000 $858K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -30.8% 6,989 $857K
GoalVest Advisory LLC 0.23% Reduce -1.3% 6,934 $850K
Merit Financial Group, LLC 0.02% Add +38.1% 6,883 $844K
Evergreen Wealth Management, LLC 0.50% Reduce -0.5% 6,871 $842K
Wedmont Private Capital 0.04% Add +5.4% 6,580 $837K
Avos Capital Management, LLC 0.67% — 5,998 $829K
Personal Cfo Solutions, LLC 0.16% Add +0.6% 6,722 $824K
Peak Retirement Planning, Inc. 0.56% — 6,701 $822K
Essex Investment Management Co. LLC 0.15% No change 6,662 $817K
Diversify Advisory Services, LLC 0.04% Add +26.5% 6,393 $813K
Venturi Wealth Management, LLC 0.04% Add +30.0% 6,595 $808K
Berger Financial Group, Inc 0.06% Add +13.8% 6,584 $807K
MIdWestOne Financial Group, Inc. 0.11% Reduce -2.4% 6,579 $807K
Ostrum Asset Management 0.07% Reduce -4.0% 6,512 $798K
IHT Wealth Management, LLC 0.03% Reduce -15.6% 6,499 $797K
Independent Financial Group, LLC 0.03% Reduce -24.4% 6,395 $784K
Drive Wealth Management, LLC 0.19% Add +10.3% 6,392 $784K
Smith, Moore & Co. 0.07% Reduce -1.4% 6,365 $780K
Financial Advisors Network, Inc. 0.13% — 6,362 $780K
Forum Financial Management, LP 0.01% Add +2.5% 6,361 $780K
Kingswood Wealth Advisors, LLC 0.06% Add +4.7% 6,351 $779K
Hennion & Walsh Asset Management, Inc. 0.04% Add +31.1% 6,342 $777K
Sheaff Brock Investment Advisors, LLC 0.07% Reduce -1.5% 6,335 $777K
Entropy Technologies, LP 0.08% Reduce -9.9% 6,333 $776K
EverSource Wealth Advisors, LLC 0.04% Add +3.5% 6,296 $772K
Waverly Advisors, LLC 0.01% Add +63.0% 6,292 $771K
Ballast, Inc. 0.22% Add +5.1% 6,236 $764K
Manske Wealth Management 0.30% — 6,230 $764K
Sciencast Management LP 0.21% New 6,226 $763K
Principal Securities, Inc. 0.02% Reduce -30.6% 6,142 $753K
Johnson Financial Group, Inc. 0.04% Reduce -16.3% 5,590 $750K
Mader & Shannon Wealth Management, Inc. 0.46% New 6,110 $749K
Linscomb Wealth, Inc. 0.04% Reduce -2.8% 6,108 $749K
Greenleaf Trust 0.01% Reduce -8.2% 6,101 $748K
Koshinski Asset Management, Inc. 0.06% Reduce -3.8% 6,063 $743K
Rothschild Investment LLC 0.05% Add +0.9% 5,990 $734K
Centiva Capital, LP 0.03% Reduce -66.8% 5,947 $729K
Fearless Solutions, LLC dba Best Invest 0.55% — 5,894 $723K
Snowden Capital Advisors LLC 0.02% Reduce -3.7% 5,841 $716K
Kennondale Capital Management LLC 0.77% — 5,825 $714K
Meeder Advisory Services, Inc. 0.04% Reduce -15.8% 5,792 $710K
Inspire Advisors, LLC 0.09% Reduce -3.0% 5,748 $705K
Brady Martz Wealth Solutions, LLC 0.17% — 5,247 $703K
Checchi Capital Advisers, LLC 0.05% Add +2.9% 5,733 $703K
Ascent Group, LLC 0.05% Add +26.4% 5,710 $700K
Red Cedar Investment Management, LLC 0.09% Reduce -65.2% 5,697 $698K
Global Retirement Partners, LLC 0.02% Add +12.8% 5,697 $698K
Copperwynd Financial, LLC 0.19% Reduce -7.5% 5,695 $698K
Pekin Hardy Strauss, Inc. 0.09% Reduce -1.7% 5,660 $694K
Elevated Capital Advisors, LLC 0.19% Add +34.5% 5,617 $689K
Trilogy Capital Inc. 0.04% Reduce -69.1% 5,597 $686K
Florida Trust Wealth Management Co 0.02% Add +2.1% 5,581 $684K
Lewis Asset Management, LLC 0.52% Add +2.7% 5,576 $684K
Perigon Wealth Management, LLC 0.02% Add +64.9% 4,879 $680K
Simmons Bank 0.05% Add +14.8% 5,517 $676K
Argyle Capital Management, LLC 0.27% No change 5,500 $674K
KCM Investment Advisors LLC 0.02% Add +1.8% 5,497 $674K
L.M. Kohn & Company 0.17% Reduce -2.8% 5,492 $673K
Quad-Cities Investment Group, LLC 0.33% Add +12.9% 5,479 $672K
Pinnacle Wealth Planning Services, Inc. 0.10% Reduce -11.5% 5,463 $670K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -51.2% 5,443 $667K
ProVise Management Group, LLC 0.06% Reduce -35.9% 5,441 $667K
Csenge Advisory Group 0.04% Add +221.2% 5,399 $662K
Parsons Capital Management Inc. 0.04% Reduce -8.9% 5,385 $660K
Horizon Investments, LLC 0.02% Add +3.5% 5,362 $652K
Financial Advocates Investment Management 0.04% Reduce -1.7% 5,304 $650K
L2 Asset Management, LLC 0.14% Add +143.7% 5,297 $649K
Larson Financial Group LLC 0.03% Add +3.2% 5,279 $647K
Collective Family Office LLC 0.18% Add +30.6% 5,272 $646K
St. Johns Investment Management Company, LLC 0.30% Reduce -3.3% 5,234 $642K
McCarter Private Wealth Services LLC 0.41% Reduce -23.5% 5,225 $641K
Laraway Financial Advisors Inc 0.49% No change 5,213 $639K
HighPoint Advisor Group LLC 0.03% Add +7.6% 4,666 $639K
Adirondack Trust Co. 0.24% No change 5,207 $638K
LRT Capital Management, LLC 0.49% New 5,137 $630K
Evernest Financial Advisors, LLC 0.16% New 5,125 $628K
Old Port Advisors 0.18% Reduce -3.2% 5,115 $627K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -5.4% 5,110 $626K
Silver Coast Investments LLC 0.24% Add +1.7% 5,070 $622K
E&G Advisors, LLC 0.17% No change 5,060 $620K
Bangor Savings Bank 0.06% Reduce -3.6% 5,060 $620K
Compound Planning, Inc. 0.03% Reduce -8.4% 5,058 $620K
Chesapeake Wealth Management 0.21% Reduce -7.3% 5,052 $619K
Jefferies Financial Group Inc. 0.01% Reduce -66.6% 5,043 $618K
Navigoe, LLC 0.60% — 5,000 $612K
RIA Advisory Group LLC 0.21% New 4,990 $612K
New England Research & Management, Inc. 0.31% Reduce -28.7% 4,975 $610K
Segment Wealth Management, LLC 0.04% Add +1.7% 4,947 $606K
Clarius Group, LLC 0.04% Add +4.4% 4,919 $603K
Summit Global Investments 0.04% Reduce -5.8% 4,908 $602K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.2% 4,903 $601K
Moran Wealth Management, LLC 0.02% Add +2.4% 4,897 $600K
Eads & Heald Wealth Management 0.29% Add +2.4% 4,856 $595K
Norden Group LLC 0.07% Add +19.4% 4,809 $590K
Vise Technologies, Inc. 0.05% Add +57.0% 4,775 $585K
Crestline Management, L.P. 0.02% New 4,769 $585K
Trinity Legacy Partners, LLC 0.15% No change 4,761 $584K
Atlas Capital Advisors Inc. 0.07% Reduce -2.5% 4,756 $583K
TFG Advisers LLC 0.21% Reduce -1.4% 4,752 $583K
Romano Brothers and Company 0.07% No change 4,749 $582K
Sumitomo Life Insurance Co. 0.01% Reduce -5.3% 4,729 $580K
Rockland Trust Co. 0.03% Reduce -0.1% 4,710 $577K
Patrick M Sweeney & Associates, Inc. 0.43% Add +2.0% 4,687 $575K
Kathmere Capital Management, LLC 0.05% Add +20.6% 4,679 $574K
Mufg Securities Americas Inc. 0.08% — 4,674 $573K
Tectonic Advisors LLC 0.04% Add +20.0% 4,667 $572K
Ramirez Asset Management, Inc. 0.12% No change 4,665 $572K
MTM Investment Management, LLC 0.22% No change 4,630 $568K
Gradient Investments LLC 0.01% Reduce -5.7% 4,618 $566K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.6% 4,617 $566K
Rosenberg Matthew Hamilton 0.15% Reduce -2.3% 4,588 $562K
Arkadios Wealth Advisors 0.03% Reduce -24.4% 4,580 $561K
Zacks Investment Management 0.01% Add +7.6% 4,568 $560K
Penserra Capital Management LLC 0.01% Add +78.3% 4,581 $560K
Institute for Wealth Management, LLC. 0.07% Reduce -0.6% 4,532 $556K
Abc Arbitrage SA 0.08% — 4,531 $555K
Wright Investors Service Inc. 0.18% Reduce -42.5% 4,528 $555K
Essex Financial Services, Inc. 0.04% Add +40.8% 4,526 $555K
Axq Capital, LP 0.25% Reduce -70.8% 4,486 $550K
Heartland Bank & Trust Co 0.30% Reduce -6.5% 4,466 $547K
Symphony Financial, Ltd. Co. 0.09% Reduce -6.0% 3,919 $547K
Quantbot Technologies LP 0.02% Reduce -90.8% 4,460 $547K
Ausdal Financial Partners, Inc. 0.05% Add +16.4% 4,458 $547K
Conning Inc. 0.02% Reduce -5.9% 4,455 $546K
Mission Wealth Management, LP 0.01% Reduce -4.6% 4,399 $539K
Hara Capital LLC 0.34% No change 4,395 $539K
One Wealth Advisors, LLC 0.08% Add +24.8% 4,394 $539K
MOKAN Wealth Management Inc. 0.34% — 4,385 $538K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +9.1% 4,350 $533K
1ST Source Bank 0.03% Add +1.2% 4,336 $532K
DMC Group, LLC 0.43% Add +7.5% 4,332 $531K
World Investment Advisors 0.01% Add +1.8% 4,323 $530K
Coppell Advisory Solutions LLC 0.07% Reduce -12.1% 4,417 $528K
Aquatic Capital Management LLC 0.01% Reduce -97.0% 4,305 $528K
Armstrong Advisory Group, Inc. 0.04% Add +1.5% 4,296 $527K
Garrett Wealth Advisory Group, LLC 0.12% Add +4.9% 4,284 $525K
Hollencrest Capital Management 0.02% No change 4,280 $525K
Prudent Man Advisors, LLC 0.19% Reduce -11.5% 4,279 $525K
Evoke Wealth, LLC 0.01% Reduce -3.6% 4,269 $523K
Chicago Partners Investment Group LLC 0.02% Add +12.3% 4,178 $523K
PAX Financial Group, LLC 0.09% Reduce -6.0% 4,262 $522K
Readystate Asset Management LP 0.04% New 4,236 $519K
NFSG Corp 0.13% Reduce -4.2% 4,219 $517K
Loudon Investment Management, LLC 0.29% No change 4,219 $517K
OneDigital Investment Advisors LLC 0.01% Reduce -37.1% 4,209 $516K
Tiaa Trust, National Association 0.00% Reduce -36.7% 4,156 $509K
Petrus Trust Company, LTA 0.05% New 4,151 $509K
Northstar Advisory Group, LLC 0.26% Reduce -0.2% 4,150 $509K
Wealth Management Associates, Inc. 0.22% Add +23.1% 4,120 $505K
Concord Wealth Partners 0.08% Add +26.0% 4,104 $503K
Denali Advisors LLC 0.05% Add +28.1% 4,100 $503K
Eagle Harbor Asset Management Inc. 0.49% Reduce -8.0% 4,023 $493K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +21.2% 4,124 $493K
Ruggaard & Associates LLC 0.22% Add +0.0% 4,014 $492K
Sharp Wealth Advisory, LLC 0.37% Add +39.8% 4,000 $490K
Mullaney, Keating & Wright, Inc. 0.33% No change 4,000 $490K
Journey Strategic Wealth LLC 0.02% Reduce -1.6% 3,994 $490K
Bill Few Associates, Inc. 0.17% Add +0.2% 3,991 $489K
Proffitt & Goodson Inc. 0.08% Add +0.5% 3,991 $489K
Cornerstone Wealth Management, LLC 0.03% Reduce -4.9% 3,986 $489K
Goelzer Investment Management, Inc. 0.03% Add +3.4% 3,980 $488K
Weiss Asset Management LP 0.02% New 3,974 $487K
Realta Investment Advisors 0.20% Reduce -7.0% 3,905 $485K
Silver Oak Securities, Incorporated 0.04% Reduce -33.3% 4,048 $484K
Leavell Investment Management, Inc. 0.02% Reduce -46.5% 3,935 $482K
Aster Capital Management (DIFC) Ltd 0.18% Reduce -47.9% 3,931 $482K
Strait & Sound Wealth Management LLC 0.22% Add +39.4% 3,917 $480K
Canada Post Corp Registered Pension Plan 0.03% — 3,915 $480K
Parallel Advisors, LLC 0.01% Add +0.5% 3,911 $480K
Western Wealth Management, LLC 0.03% Reduce -0.9% 3,901 $478K
Carnegie Investment Counsel 0.01% No change 3,900 $478K
Unique Wealth Strategies, LLC 0.21% Add +20.5% 3,899 $478K
Financial Counselors Inc. 0.01% Add +2.8% 3,897 $478K
Red Door Wealth Management, LLC 0.07% Add +20.2% 3,840 $471K
PBMares Wealth Management LLC 0.10% Reduce -7.0% 3,832 $470K
Wealthcare Advisory Partners LLC 0.01% Add +5.5% 3,827 $469K
Fulcrum Equity Management 0.46% Reduce -53.8% 3,822 $469K
Park Capital Management, LLC / WI 0.56% — 3,806 $467K
Parkside Financial Bank & Trust 0.06% Add +0.6% 3,799 $466K
First National Corp. /Ma/ 0.11% Reduce -1.0% 3,791 $465K
Jackson Hole Capital Partners, LLC 0.09% No change 3,790 $465K
Raiffeisen Bank International AG 0.01% — 3,883 $464K
Frank, Rimerman Advisors LLC 0.03% Add +21.2% 3,787 $464K
Burke & Herbert Bank & Trust Co. 0.11% Add +32.1% 3,786 $464K
AlphaQuest LLC 0.06% Add +281.5% 3,773 $463K
Emerald Advisors, LLC 0.06% Add +7.6% 3,751 $460K
HM Payson & Co. 0.01% Reduce -0.1% 3,746 $459K
First Horizon Advisors, Inc. 0.01% Reduce -2.3% 3,740 $459K
CSS LLC 0.09% Reduce -33.2% 3,740 $458K
Maridea Wealth Management LLC 0.15% — 3,730 $457K
Concord Asset Management, LLC 0.10% Add +27.0% 3,721 $456K
Petra Financial Advisors Inc. 0.31% Reduce -0.3% 3,720 $456K
Canal Capital Management, LLC 0.07% Reduce -41.0% 3,717 $456K
Citizens Financial Group Inc. 0.01% Add +16.3% 3,716 $456K
Brave Asset Management Inc. 0.14% No change 3,705 $454K
Wela Strategies, Inc. 0.20% New 10,085 $453K
Claro Advisors Inc. 0.06% Reduce -30.3% 3,670 $450K
Martingale Asset Management L P 0.01% Reduce -86.1% 3,668 $450K
Waterloo Capital, L.P. 0.05% Add +8.5% 3,660 $449K
Traynor Capital Management, Inc. 0.03% Reduce -17.1% 3,617 $443K
Montecito Bank & Trust 0.08% Reduce -5.1% 3,617 $443K
Cooper Financial Group 0.05% Add +5.0% 3,587 $440K
EWG Elevate Inc. 0.13% New 3,572 $438K
Mather Group, Llc. 0.01% Reduce -22.7% 3,515 $431K
Keudell/Morrison Wealth Management 0.11% Add +1.4% 3,514 $431K
Beta Wealth Group, Inc. 0.19% Add +3.0% 3,507 $430K
Lingohr Asset Management GmbH 0.89% Reduce -26.8% 3,596 $427K
Appleton Partners Inc. 0.03% Reduce -5.6% 3,479 $426K
Farther Finance Advisors, LLC 0.02% Reduce -0.2% 3,473 $426K
Cladis Investment Advisory, LLC 0.30% No change 3,450 $423K
Oppenheimer & Close, LLC 0.35% New 3,442 $422K
Goldstone Financial Group, LLC 0.07% Add +1.1% 3,439 $422K
Heritage Investors Management Corp. 0.01% Add +1.0% 3,430 $420K
Means Investment Co., Inc. 0.04% Add +0.2% 3,421 $419K
Cullinan Associates Inc. 0.03% Reduce -5.5% 3,420 $419K
HBK Sorce Advisory LLC 0.01% Add +22.4% 3,415 $419K
NorthRock Partners, LLC 0.01% Reduce -36.0% 3,414 $418K
WealthTrust Axiom LLC 0.12% Reduce -0.8% 3,409 $418K
North Forty Two & Co. 0.48% — 3,375 $414K
Embree Financial Group 0.07% Reduce -3.6% 3,363 $412K
Daner Wealth Management, LLC 0.30% — 3,030 $410K
Forza Wealth Management, LLC 0.19% No change 3,346 $410K
Compass Wealth Management LLC 0.10% No change 3,338 $409K
Essex Bank 0.10% Add +0.5% 3,316 $407K
Lake Hills Wealth Management, LLC 0.28% Add +43.3% 3,294 $404K
VAUGHAN & Co SECURITIES, INC. 0.24% Reduce -0.5% 3,280 $402K
Cigna Investments Inc. 0.07% Reduce -1.5% 3,271 $401K
Trustmark Bank Trust Department 0.03% Reduce -65.0% 3,269 $401K
Castleark Management LLC 0.01% No change 3,230 $396K
Quantum Portfolio Management LLC 0.21% Reduce -2.6% 3,228 $396K
Private Trust Co. NA 0.04% Reduce -6.0% 3,225 $395K
Auxano Advisors, LLC 0.10% Reduce -2.2% 3,222 $395K
Vicus Capital 0.03% Reduce -6.9% 3,204 $393K
Phoenix Wealth Advisors 0.17% Reduce -0.6% 3,200 $392K
Sather Financial Group Inc 0.02% No change 3,194 $392K
Sunpointe, LLC 0.20% Reduce -0.4% 3,187 $391K
Palumbo Wealth Management LLC 0.15% New 3,174 $389K
Stokes Family Office, LLC 0.04% New 3,174 $389K
Lifeworks Advisors, LLC 0.07% Add +82.6% 3,171 $389K
Guinness Atkinson Asset Management Inc 0.20% Reduce -0.3% 3,149 $386K
Turning Point Benefit Group, Inc. 0.37% — 2,893 $386K
Pinion Investment Advisors, LLC 0.15% Reduce -7.3% 3,138 $385K
Optimum Investment Advisors 0.17% Reduce -7.4% 3,125 $383K
Independence Bank of Kentucky 0.06% Reduce -3.8% 3,119 $382K
Lee Danner & Bass Inc. 0.03% No change 3,118 $382K
Element Wealth, LLC 0.20% Add +0.8% 3,084 $378K
Ameritas Advisory Services, LLC 0.01% Reduce -1.3% 3,082 $378K
Sovereign Financial Group, Inc. 0.09% Reduce -3.1% 3,049 $374K
Fiduciary Alliance LLC 0.04% Add +14.1% 3,044 $373K
Azimuth Capital Investment Management LLC 0.01% No change 3,030 $371K
Avior Wealth Management, LLC 0.01% Reduce -0.0% 3,029 $371K
Centennial Wealth Advisory LLC 0.14% Add +26.1% 3,010 $369K
Bison Wealth, LLC 0.08% Reduce -11.4% 3,007 $369K
Plato Investment Management Ltd 0.03% Add +43.3% 2,993 $368K
Magnolia Capital Management Ltd. 0.29% No change 3,000 $368K
Accurate Wealth Management, LLC 0.07% Add +3.6% 2,894 $368K
ARS Wealth Advisors Group, LLC 0.05% Reduce -8.7% 3,000 $368K
Mustard Seed Financial, LLC 0.30% No change 2,995 $367K
Founders Financial Securities LLC 0.03% Add +6.3% 2,994 $367K
OneAscent Financial Services LLC 0.03% Add +57.8% 2,997 $367K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.3% 2,978 $365K
Machina Capital S.A.S. 0.15% Add +34.0% 2,971 $364K
Brevan Howard Capital Management LP 0.01% Reduce -87.9% 2,964 $363K
First Financial Bankshares Inc 0.01% Reduce -56.2% 2,947 $361K
Potentia Wealth 0.16% — 2,945 $361K
BankPlus Wealth Management LLC 0.27% — 2,945 $361K
Signaturefd, LLC 0.01% Reduce -11.4% 2,944 $361K
True North Advisors, LLC 0.09% Add +69.8% 2,944 $361K
SignalPoint Asset Management, LLC 0.09% Add +0.0% 2,937 $360K
Silvia McColl Wealth Management, LLC 0.27% No change 2,930 $359K
Stock Yards Bank & Trust Co. 0.01% Reduce -2.1% 2,930 $359K
Capital Analysts, LLC 0.01% Reduce -0.8% 2,903 $356K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -26.1% 2,900 $355K
AlphaStar Capital Management, LLC 0.04% Reduce -12.0% 2,881 $353K
HUB Investment Partners, LLC 0.01% Reduce -44.1% 2,861 $351K
Tranquility Partners, LLC 0.13% Add +0.4% 2,854 $350K
Perpetual Ltd 0.00% Reduce -61.9% 2,853 $350K
Axxcess Wealth Management, LLC 0.01% No change 2,850 $349K
Summit Trail Advisors, LLC 0.01% Reduce -21.1% 2,838 $348K
Harbour Investments, Inc. 0.01% Reduce -5.7% 2,834 $347K
Simplicity Wealth,LLC 0.07% Add +8.7% 2,834 $347K
City National Bank of Florida 0.32% — 2,834 $347K
Total Wealth Planning & Management, Inc. 0.34% — 2,822 $346K
CPC Advisors, LLC 0.05% Reduce -43.9% 2,818 $346K
Farmers Trust Co. 0.06% Reduce -1.8% 2,783 $341K
City Center Advisors, LLC 0.38% Reduce -1.9% 2,771 $340K
Old North State Trust, LLC 0.22% No change 2,765 $339K
Capula Management Ltd 0.00% New 2,757 $338K
Savvy Advisors, Inc. 0.04% New 2,756 $338K
Valeo Financial Advisors, LLC 0.01% Reduce -16.5% 2,752 $337K
Amova Asset Management Americas, Inc. 0.00% Reduce -9.8% 2,720 $333K
First Hawaiian Bank 0.01% Reduce -2.4% 2,707 $332K
Talon Private Wealth, LLC 0.07% New 2,705 $332K
TBH Global Asset Management, LLC 0.08% No change 2,705 $332K
Peregrine Asset Advisers, Inc. 0.12% No change 2,700 $331K
OmniStar Financial Group, Inc. 0.26% New 2,683 $329K
Hilltop Holdings Inc. 0.02% Add +22.7% 2,674 $328K
Gables Capital Management Inc. 0.16% No change 2,665 $327K
Pacific Center for Financial Services 0.08% No change 2,657 $326K
Lake Street Advisors Group, LLC 0.01% Reduce -2.9% 2,651 $325K
KDT Advisors, LLC 0.48% — 2,647 $324K
Inceptionr LLC 0.07% Reduce -59.7% 2,647 $324K
Signature Estate & Investment Advisors LLC 0.01% Reduce -0.2% 2,643 $324K
SevenBridge Financial Group, LLC 0.06% Reduce -25.2% 2,363 $323K
Diligent Investors, LLC 0.07% Add +1.5% 2,638 $323K
Verus Capital Partners, LLC 0.03% Add +4.8% 2,637 $323K
Uhlmann Price Securities, LLC 0.24% Add +5.4% 2,634 $323K
Founders Capital Management 0.20% No change 2,630 $322K
Intrepid Financial Planning Group LLC 0.14% Reduce -27.1% 2,624 $322K
Financial Management Professionals, Inc. 0.04% Add +12.0% 2,624 $322K
Sachetta, LLC 0.13% Reduce -1.1% 2,619 $321K
Advisors Capital Management, LLC 0.01% Add +6.1% 2,617 $321K
Occidental Asset Management, LLC 0.05% New 2,604 $319K
J.W. Cole Advisors, Inc. 0.01% Add +2.4% 2,593 $318K
Vinva Investment Management Ltd 0.01% Reduce -82.8% 2,649 $317K
Grove Bank & Trust 0.04% Add +0.2% 2,584 $317K
Alethea Capital Management, LLC 0.27% New 2,566 $315K
Monument Capital Management 0.09% Reduce -8.3% 2,564 $314K
Cynosure Group, LLC 0.05% Reduce -6.5% 2,562 $314K
Westpac Banking Corp. 0.02% Reduce -64.7% 2,562 $314K
Angeles Wealth Management, LLC 0.03% Add +4.8% 2,556 $313K
Connecticut Wealth Management, LLC 0.02% Add +0.7% 2,547 $312K
King Wealth Management Group 0.05% No change 2,542 $312K
Precedent Wealth Partners, LLC 0.10% Add +2.3% 2,530 $310K
Centaurus Financial, Inc. 0.02% Reduce -11.1% 2,532 $310K
SageView Advisory Group, LLC 0.01% Add +58.6% 2,512 $308K
Wellington Shields & Co., LLC 0.09% No change 2,500 $306K
WealthBridge Capital Management, LLC 0.09% Reduce -16.9% 2,498 $306K
RD Lewis Holdings, Inc. 0.34% — 2,291 $305K
Meadow Creek Wealth Advisors LLC 0.22% Add +6.1% 2,468 $303K
Bfsg, LLC 0.04% Add +8.4% 2,464 $302K
Rovin Capital /Ut/ 0.11% Add +6.6% 2,444 $300K
Formidable Asset Management, LLC 0.05% Reduce -2.5% 2,445 $300K
Maven Securities LTD 0.05% Reduce -44.7% 2,440 $299K
Oliver Lagore Vanvalin Investment Group 0.08% No change 2,424 $297K
Walleye Trading LLC 0.01% No change 2,412 $296K
iA Global Asset Management Inc. 0.01% Reduce -83.3% 2,387 $293K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -5.5% 2,386 $293K
Transform Wealth, LLC 0.02% New 2,379 $292K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.2% 2,372 $291K
Modera Wealth Management, LLC 0.00% Add +36.6% 2,371 $291K
Mesirow Financial Investment Management, Inc. 0.01% Add +32.7% 2,360 $290K
Commonwealth Financial Services, LLC 0.06% Reduce -3.1% 2,342 $287K
TCTC Holdings, LLC 0.01% No change 2,334 $286K
Brighton Jones LLC 0.01% Add +2.7% 2,328 $285K
Strategic Blueprint, LLC 0.02% Reduce -0.5% 2,316 $284K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +4.5% 2,312 $283K
Catalyst Financial Partners LLC 0.05% Add +1.8% 2,304 $282K
Quadrant Capital Group LLC 0.02% Reduce -3.7% 2,302 $282K
Accel Wealth Management 0.11% Reduce -17.1% 2,301 $282K
Private Portfolio Partners LLC 0.05% No change 2,274 $279K
Patten Group, Inc. 0.06% New 2,263 $277K
Michels Family Financial, LLC 0.25% — 2,260 $277K
Rehmann Capital Advisory Group 0.02% Add +2.5% 2,257 $277K
NewEdge Wealth, LLC 0.00% Reduce -15.1% 2,257 $277K
International Private Wealth Advisors LLC 0.27% Add +18.0% 2,251 $276K
Composition Wealth, LLC 0.01% New 2,238 $274K
Parisi Gray Wealth Management 0.09% Add +0.8% 2,235 $274K
Brown Brothers Harriman & Co. 0.00% Reduce -52.5% 2,232 $274K
Sfmg, LLC 0.02% Reduce -13.9% 2,231 $273K
Abn Amro Investment Solutions 0.01% No change 2,223 $273K
Scissortail Wealth Management, LLC 0.07% Add +31557.1% 2,216 $272K
Armor Investment Advisors, LLC 0.11% No change 2,214 $271K
Longfellow Investment Management Co. LLC 0.07% New 2,214 $271K
Generali Investments, Management Co LLC 0.07% — 2,202 $270K
B&D White Capital Company, LLC 0.05% Reduce -98.4% 2,200 $270K
LGT Group Foundation 0.00% No change 2,200 $270K
Aua Capital Management, LLC 0.17% No change 2,194 $269K
Tradewinds, LLC. 0.07% Reduce -18.5% 1,966 $269K
Concourse Financial Group Securities, Inc. 0.02% Add +5.5% 1,983 $268K
Baker Ellis Asset Management LLC 0.04% No change 2,180 $267K
IMS Capital Management 0.12% New 2,170 $266K
Numerai GP LLC 0.07% New 2,166 $266K
ABLE Financial Group, LLC 0.08% No change 2,165 $265K
Portside Wealth Group, LLC 0.04% New 2,146 $263K
Acropolis Investment Management, LLC 0.02% Reduce -3.2% 2,141 $262K
Oxbow Advisors, LLC 0.03% No change 2,130 $261K
Aviance Capital Partners, LLC 0.04% Add +2.4% 2,125 $261K
Spire Wealth Management 0.01% Add +5.8% 2,118 $260K
Horizon Advisory Services, Inc. 0.15% Add +7.6% 2,116 $259K
Inspire Investing, LLC 0.03% Add +0.1% 2,105 $258K
Vestor Capital, LLC 0.02% Add +0.3% 2,107 $258K
Rwa Wealth Partners, LLC 0.00% Add +9.3% 2,102 $258K
Mattern Wealth Management LLC 0.06% No change 2,083 $255K
Montag A & Associates Inc. 0.01% Reduce -6.2% 2,082 $255K
Focus Financial Network, Inc. 0.01% Add +0.2% 2,076 $254K
Nilsine Partners, LLC 0.03% Add +7.5% 2,065 $253K
AMG National Trust Bank 0.01% Add +32.3% 2,050 $251K
Redwood Investment Management, LLC 0.02% Reduce -94.3% 2,043 $250K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,029 $249K
ESL Trust Services, LLC 0.06% Add +8000.0% 2,025 $248K
bLong Financial, LLC 0.20% — 2,015 $247K
Mosley Wealth Management 0.15% New 1,764 $246K
Ascentis Independent Advisors 0.05% Reduce -59.0% 2,002 $245K
Van Cleef Asset Management,Inc 0.03% No change 2,000 $245K
TCFG Wealth Management, LLC 0.12% Add +0.1% 1,999 $245K
Crawford Investment Counsel Inc. 0.00% Add +0.5% 1,999 $245K
Ballentine Partners, LLC 0.00% Reduce -12.1% 1,993 $244K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,992 $244K
Guardian Wealth Advisors, LLC / NC 0.02% Add +9.6% 1,979 $243K
Marex Group Ltd 0.00% Reduce -2.5% 1,973 $242K
Ledyard National Bank 0.02% Add +0.9% 1,961 $240K
Florida Financial Advisors, LLC 0.11% Add +1.0% 1,954 $240K
Ancora Advisors LLC 0.01% Add +19.3% 1,950 $239K
Proficio Capital Partners LLC 0.02% New 1,923 $236K
Concorde Asset Management, LLC 0.12% Add +10.1% 1,922 $236K
Vanguard Capital Wealth Advisors 0.26% Reduce -0.3% 1,915 $235K
Zhang Financial LLC 0.01% Add +3.8% 1,895 $232K
WESPAC Advisors, LLC 0.17% Add +0.3% 1,893 $232K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -0.3% 1,893 $232K
LongView Wealth Management 0.07% Reduce -3.9% 1,892 $232K
Criterion Capital Advisors, LLC 0.15% No change 1,478 $232K
Capital Investment Advisory Services, LLC 0.02% No change 1,881 $231K
Visionary Wealth Advisors 0.01% Reduce -13.5% 1,875 $230K
Gries Financial LLC 0.04% Reduce -4.0% 1,864 $229K
Meridian Wealth Management, LLC 0.01% Reduce -19.0% 1,855 $227K
NDVR, Inc. 0.22% Add +6.1% 1,852 $227K
OneAscent Wealth Management LLC 0.09% Reduce -13.3% 1,849 $227K
Washburn Capital Management, Inc. 0.14% Reduce -23.7% 1,850 $227K
Avestar Capital, LLC 0.02% Add +7.9% 1,850 $227K
Claret Asset Management Corp 0.04% No change 1,840 $226K
Howard Bailey Securities, LLC 0.08% Add +18.6% 1,843 $226K
Shelton Capital Management 0.01% No change 1,843 $226K
Catalina Capital Group, LLC 0.07% Reduce -5.0% 1,839 $225K
Bedel Financial Consulting, Inc. 0.03% No change 1,601 $225K
Arax Advisory Partners 0.01% Add +36.6% 1,831 $225K
Probity Advisors, Inc. 0.04% Reduce -0.9% 1,829 $224K
Haverford Trust Co 0.00% Reduce -17.1% 1,819 $223K
Magnus Financial Group LLC 0.02% Add +9.3% 1,818 $223K
Balanced Wealth Group LLC 0.10% Add +0.9% 1,671 $222K
Main Street Research LLC 0.01% New 1,811 $222K
Apella Capital, LLC 0.01% Add +0.4% 1,810 $222K
Enterprise Bank & Trust Co 0.07% No change 1,810 $222K
Fairbanks Capital Management, Inc. 0.14% No change 1,807 $222K
Goepper Burkhardt LLC 0.09% No change 1,800 $221K
Oak Asset Management, LLC 0.08% No change 1,799 $221K
Patten & Patten Inc. 0.01% Add +1.2% 1,796 $220K
Broadway Wealth Solutions, Inc. 0.17% — 1,791 $220K
Sagespring Wealth Partners, LLC 0.01% — 1,788 $219K
Ingalls & Snyder LLC 0.01% Add +2.1% 1,783 $219K
Trust Co. of Toledo NA 0.03% Add +7.4% 1,778 $218K
Transcend Capital Advisors, LLC 0.02% Reduce -10.9% 1,774 $217K
Cullen Investment Group, LTD. 0.03% Add +16.9% 1,772 $217K
Baker Avenue Asset Management, LP 0.01% Reduce -21.4% 1,770 $217K
XML Financial, LLC 0.02% No change 1,760 $216K
Jackson Square Capital, LLC 0.05% No change 1,752 $215K
Pin Oak Investment Advisors Inc. 0.19% No change 1,583 $214K
Philadelphia Trust Co. 0.02% Reduce -10.3% 1,734 $213K
Paragon Capital Management Ltd 0.04% Reduce -1.4% 1,736 $213K
Summit Financial, LLC 0.01% Reduce -16.2% 1,733 $212K
Schechter Investment Advisors, LLC 0.02% Reduce -14.2% 1,710 $210K
Towne Trust Company, N.A 0.07% Reduce -7.8% 1,700 $208K
Parcion Private Wealth LLC 0.02% New 1,699 $208K
LCM Capital Management Inc 0.12% No change 1,698 $208K
Childress Capital Advisors, LLC 0.06% Reduce -32.4% 1,687 $207K
Legacy Advisors, LLC 0.02% Add +3.1% 1,679 $206K
United Community Bank 0.08% Reduce -1.5% 1,673 $205K
Gladstone Institutional Advisory LLC 0.01% Reduce -10.3% 1,667 $204K
Hamilton Capital, LLC 0.02% Add +0.2% 1,662 $204K
Searle & Co. 0.06% New 1,658 $203K
Jeppson Wealth Management, LLC 0.07% No change 1,656 $203K
Schnieders Capital Management LLC 0.04% No change 1,648 $202K
Semanteon Capital Management, LP 0.11% Reduce -79.8% 1,641 $201K
Trueblood Wealth Management, LLC 0.10% No change 1,641 $201K
Kozak & Associates, Inc. 0.05% Add +0.9% 1,618 $201K
Smith Salley Wealth Management 0.01% Reduce -2.0% 1,639 $201K
Venture Visionary Partners LLC 0.01% Reduce -3.4% 1,638 $201K
UNIVEST FINANCIAL Corp 0.01% Reduce -0.4% 1,637 $201K
Asset Allocation & Management Company, LLC 0.11% No change 1,634 $200K
Peterson Wealth Services 0.06% Add +1.4% 1,579 $194K
Peoples Bank 0.13% No change 1,560 $191K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.11% Add +6.9% 1,550 $190K
MV Capital Management, Inc. 0.02% Add +1.2% 1,546 $190K
TD Private Client Wealth LLC 0.01% Reduce -5.1% 1,539 $189K
Versant Capital Management, Inc 0.04% Add +18.1% 1,521 $186K
GeoWealth Management, LLC 0.01% Reduce -18.7% 1,520 $186K
Deseret Mutual Benefit Administrators 0.09% Add +6.6% 1,514 $186K
Brooklyn Investment Group 0.05% Reduce -3.4% 1,501 $184K
Monetary Management Group Inc. 0.05% No change 1,500 $184K
Wellington Shields Capital Management, LLC 0.03% Reduce -50.0% 1,500 $184K
Sava Infond d.o.o. 0.03% — 1,500 $184K
Lindbrook Capital, LLC 0.02% Reduce -15.1% 1,489 $183K
Security National Bank 0.03% Reduce -26.8% 1,481 $182K
Cary Street Partners Financial LLC 0.01% — 1,475 $181K
Hilltop National Bank 0.05% No change 1,460 $179K
City State Bank 0.06% Reduce -4.0% 1,455 $178K
State of Wyoming 0.02% Add +11.3% 1,449 $178K
Bokf, NA 0.00% Reduce -88.1% 1,393 $177K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -11.4% 1,443 $177K
HHM Wealth Advisors, LLC 0.02% No change 1,400 $172K
Transamerica Financial Advisors, LLC 0.02% Add +0.4% 1,388 $171K
1620 Investment Advisors, Inc. 0.13% Add +2.4% 1,389 $170K
Truvestments Capital LLC 0.04% Add +2.6% 1,334 $164K
Strengthening Families & Communities, LLC 0.09% Add +0.1% 1,310 $161K
Colonial Trust Co / SC 0.02% Reduce -25.3% 1,293 $159K
Eisler Capital Management Ltd. 0.01% — 1,276 $157K
Hurley Capital, LLC 0.13% — 1,259 $157K
Assetmark, Inc. 0.00% Add +4.0% 1,270 $156K
Sentry Investment Management LLC 0.07% Reduce -14.0% 1,256 $154K
Wilmington Savings Fund Society, FSB 0.00% Reduce -50.8% 1,246 $153K
First Community Trust NA 0.11% No change 1,200 $147K
Union Bancaire Privee, UBP SA 0.00% — 1,214 $145K
CoreCap Advisors, LLC 0.01% Reduce -0.3% 1,181 $145K
Continuum Advisory, LLC 0.02% Reduce -15.4% 1,136 $139K
Webster Bank, N. A. 0.01% No change 1,133 $139K
Salem Investment Counselors Inc. 0.00% Add +0.4% 1,129 $138K
Cromwell Holdings LLC 0.08% No change 1,107 $136K
West Oak Capital, LLC 0.07% No change 1,100 $135K
Winch Advisory Services, LLC 0.03% Add +0.8% 1,094 $134K
Bogart Wealth, LLC 0.01% Add +10.8% 1,027 $126K
Murphy & Mullick Capital Management Corp 0.12% — 1,023 $125K
PFS Partners, LLC 0.07% Add +0.5% 1,016 $125K
Garde Capital, Inc. 0.01% Add +24.5% 1,015 $124K
Delos Wealth Advisors, LLC 0.10% No change 1,000 $123K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 1,000 $123K
Blue Trust, Inc. 0.00% Reduce -62.5% 991 $121K
MCF Advisors LLC 0.01% Reduce -7.9% 954 $117K
Archer Investment Corp 0.03% No change 935 $115K
Trust Co. of Vermont 0.01% Reduce -3.9% 933 $114K
Tanglewood Legacy Advisors, LLC 0.05% No change 910 $112K
Comprehensive Financial Planning, Inc. 0.09% — 900 $110K
Evermay Wealth Management LLC 0.02% No change 850 $104K
Smithfield Trust Co 0.01% No change 841 $103K
Paladin Advisory Group, LLC 0.08% No change 800 $98K
Main Street Group, LTD 0.04% Add +0.1% 798 $98K
CVA Family Office, LLC 0.02% Reduce -5.5% 794 $97K
Hexagon Capital Partners LLC 0.02% Reduce -12.9% 790 $97K
Carolinas Wealth Consulting LLC 0.02% Add +2.5% 781 $96K
Caitong International Asset Management Co., Ltd 0.09% — 752 $92K
Oarsman Capital, Inc. 0.02% Reduce -15.7% 751 $92K
Stonebridge Financial Group, LLC 0.01% — 745 $91K
Hall Laurie J Trustee 0.03% No change 745 $91K
GHP Investment Advisors, Inc. 0.00% No change 740 $91K
Quent Capital, LLC 0.01% Reduce -18.3% 734 $90K
GPS Wealth Strategies Group, LLC 0.01% Add +0.1% 723 $89K
2UniFi Bank 0.06% — 723 $89K
Transcendent Capital Group LLC 0.05% Add +0.1% 720 $88K
Capital A Wealth Management, LLC 0.14% — 708 $87K
Fourth Dimension Wealth, LLC 0.04% — 700 $86K
Central Pacific Bank - Trust Division 0.01% No change 698 $86K
Riverview Trust Co 0.08% Reduce -0.7% 691 $85K
CNB Bank 0.04% No change 684 $84K
Westside Investment Management, Inc. 0.02% Add +0.6% 683 $84K
Groupe la Francaise 0.00% — 656 $78K
Providence First Trust Co 0.03% New 634 $78K
Covestor Ltd 0.05% Add +12.7% 631 $77K
Miller Wealth Advisors, LLC 0.04% Add +0.8% 625 $77K
Zions Bancorporation, N.A. 0.00% Reduce -11.7% 618 $76K
Asset Dedication, LLC 0.01% No change 617 $76K
Arlington Trust Co LLC 0.02% No change 616 $76K
Core Alternative Capital 0.02% No change 614 $75K
Plante Moran Financial Advisors, LLC 0.01% Add +76.7% 606 $74K
HighMark Wealth Management LLC 0.04% No change 600 $74K
Burkett Financial Services, LLC 0.03% Add +1.0% 600 $74K
NBT Bank, N.A. 0.01% No change 586 $72K
Medallion Wealth Advisors, LLC 0.04% — 545 $71K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +9.2% 569 $70K
ORG Partners LLC 0.01% Add +0.7% 555 $68K
Laurel Wealth Advisors LLC 0.01% No change 555 $68K
Heritage Wealth Advisors 0.00% No change 555 $68K
Kohmann Bosshard Financial Services, LLC 0.01% New 545 $67K
JFS Wealth Advisors, LLC 0.00% Reduce -6.3% 532 $65K
Richards, Merrill & Peterson, Inc. 0.03% — 520 $64K
J.Safra Asset Management Corp 0.01% New 520 $62K
Chilton Capital Management LLC 0.00% Reduce -13.0% 500 $61K
Flagship Wealth Advisors, LLC 0.04% — 499 $61K
Van Hulzen Asset Management, LLC 0.00% New 495 $61K
Prestige Wealth Management Group LLC 0.01% Reduce -0.6% 486 $60K
DT Investment Partners, LLC 0.01% No change 478 $59K
Transce3nd, LLC 0.02% — 473 $58K
Key Financial Inc 0.01% Add +2.0% 463 $57K
Bank of New Hampshire 0.01% No change 430 $53K
Wintrust Investments LLC 0.05% Reduce -23.1% 424 $52K
SBI Securities Co., Ltd. 0.00% — 424 $52K
Reyes Financial Architecture, Inc. 0.04% — 422 $52K
MeadowBrook Investment Advisors LLC 0.05% No change 420 $51K
Sugarloaf Wealth Management, LLC 0.01% No change 418 $51K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 350 $49K
Quintet Private Bank (Europe) S.A. 0.00% No change 400 $49K
Pittenger & Anderson Inc. 0.00% No change 400 $49K
Indiana Trust & Investment Management Co 0.02% Add +96.0% 392 $48K
Quarry LP 0.01% Reduce -32.7% 385 $47K
WASHINGTON TRUST Co 0.00% Reduce -40.7% 371 $45K
Crewe Advisors LLC 0.01% Reduce -15.6% 364 $45K
Millstone Evans Group, LLC 0.03% — 361 $44K
First Command Advisory Services, Inc. 0.00% Reduce -29.4% 360 $44K
Glass Jacobson Investment Advisors llc 0.01% Add +8.5% 357 $44K
Farmers & Merchants Investments Inc. 0.00% No change 354 $43K
Boyd Watterson Asset Management LLC 0.01% No change 352 $43K
CBIZ Investment Advisory Services, LLC 0.00% Add +4.5% 347 $43K
Creative Capital Management Investments LLC 0.02% Add +122.0% 333 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 328 $40K
Ransom Advisory, Ltd 0.02% No change 322 $39K
Park Place Capital Corp 0.01% Reduce -6.6% 312 $38K
Golden State Wealth Management, LLC 0.01% — 311 $38K
Mattson Financial Services, LLC 0.01% Reduce -41.7% 282 $38K
Harbor Capital Advisors, Inc. 0.00% Add +7.7% 307 $38K
Ofi Invest Asset Management 0.00% — 316 $37K
Capital & Planning, LLC 0.03% — 300 $37K
Mowery & Schoenfeld Wealth Management, LLC 0.07% New 297 $36K
Glen Eagle Advisors, LLC 0.01% No change 291 $36K
Manchester Capital Management LLC 0.00% Reduce -10.2% 291 $36K
Richardson Financial Services Inc. 0.02% Reduce -43.4% 280 $33K
Missouri Trust & Investment Co 0.01% Reduce -50.0% 270 $33K
American Capital Advisory, LLC 0.02% No change 268 $33K
GW&K Investment Management, LLC 0.00% Add +24.6% 258 $32K
Compagnie Lombard Odier SCmA 0.00% No change 250 $31K
Duncker Streett & Co. Inc. 0.01% No change 249 $31K
Raleigh Capital Management Inc. 0.01% Reduce -0.8% 246 $30K
Tobam 0.01% New 242 $30K
Ameriflex Group, Inc. 0.01% — 219 $29K
Hemington Wealth Management 0.01% Reduce -0.4% 238 $29K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +3.5% 236 $29K
Tradewinds Capital Management, LLC 0.01% No change 234 $29K
Pathway Financial Advisers, LLC 0.01% Add +32.4% 229 $28K
AdvisorNet Financial, Inc 0.00% Reduce -15.7% 226 $28K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -99.1% 218 $27K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -87.5% 209 $26K
New Wave Wealth Advisors LLC 0.01% New 207 $25K
Chesapeake Asset Management LLC 0.02% Add +2.5% 205 $25K
Optiver Holding B.V. 0.00% Reduce -99.7% 204 $25K
Canton Hathaway, LLC 0.01% No change 200 $25K
Rise Advisors, LLC 0.01% Add +1.0% 201 $25K
First Financial Corp. 0.01% No change 200 $25K
Gen-Wealth Partners Inc 0.01% No change 200 $25K
West Paces Advisors Inc. 0.01% No change 198 $24K
Bruce G. Allen Investments, LLC 0.02% Add +4.8% 195 $24K
Lowe Wealth Advisors, LLC 0.01% Add +16.8% 181 $22K
McIlrath & Eck, LLC 0.00% Add +16.1% 180 $22K
Pflug Koory, LLC 0.00% No change 175 $21K
Briaud Financial Planning Inc 0.01% No change 166 $20K
Kessler Investment Group, LLC 0.01% No change 157 $19K
Tidemark, LLC 0.01% No change 157 $19K
WR Wealth Planners, LLC 0.01% Reduce -48.8% 155 $19K
Raffa Wealth Management, LLC 0.00% No change 153 $19K
Hopwood Financial Services, Inc. 0.01% — 150 $18K
Sanctuary Wealth Management, L.L.C. 0.01% No change 150 $18K
Fairfield Financial Advisors, LTD 0.01% No change 150 $18K
Quest 10 Wealth Builders, Inc. 0.02% — 148 $18K
Private Wealth Management Group, LLC 0.01% Add +33.3% 144 $18K
Center for Financial Planning, Inc. 0.00% No change 144 $18K
Cornerstone Planning Group LLC 0.00% Reduce -4.0% 119 $17K
Avalon Trust Co 0.00% No change 137 $17K
Perkins Coie Trust Co 0.00% No change 135 $17K
FLP Wealth Management, LLC 0.04% — 134 $16K
Beacon Capital Management, LLC 0.00% Add +0.8% 133 $16K
Sierra Ocean, LLC 0.01% — 129 $16K
Fortitude Family Office, LLC 0.01% Reduce -20.8% 126 $15K
St Germain D J Co. Inc. 0.00% No change 125 $15K
SOA Wealth Advisors, LLC. 0.00% No change 124 $15K
Bell Investment Advisors, Inc 0.00% Reduce -19.3% 121 $15K
Whipplewood Advisors, LLC 0.01% — 119 $15K
SWAN Capital LLC 0.01% Reduce -4.1% 117 $14K
Valued Wealth Advisors LLC 0.01% Add +63.4% 116 $14K
Castleview Partners, LLC 0.01% No change 115 $14K
Eagle Bay Advisors LLC 0.01% No change 110 $13K
Financial Life Planners 0.01% — 109 $13K
Kestra Investment Management, LLC 0.00% New 102 $13K
Pinnacle Bancorp, Inc. 0.00% No change 101 $12K
Legacy Investment Solutions, LLC 0.01% No change 93 $12K
Legacy Wealth Managment, LLC 0.01% No change 93 $12K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% No change 100 $12K
Accredited Wealth Management, LLC 0.01% — 100 $12K
Pinney & Scofield, Inc. 0.01% — 100 $12K
Ravenstone Capital Management Inc. 0.01% New 100 $12K
VSM Wealth Advisory, LLC 0.00% — 100 $12K
DecisionPoint Financial, LLC 0.00% No change 100 $12K
Addison Advisors LLC 0.00% No change 100 $12K
Kimelman & Baird, LLC 0.00% No change 100 $12K
North Star Investment Management Corp. 0.00% Add +4.2% 100 $12K
Aviso Financial Inc. 0.00% New 100 $12K
Anderson Financial Strategies, LLC 0.01% — 99 $12K
Roble, Belko & Company, Inc 0.00% No change 100 $12K
IAG Wealth Partners, LLC 0.00% Reduce -48.9% 93 $11K
Synergy Asset Management, LLC 0.00% New 83 $11K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 91 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -31.9% 92 $11K
LRI Investments, LLC 0.00% No change 85 $10K
West Branch Capital LLC 0.00% No change 83 $10K
Albion Financial Group 0.00% New 82 $10K
Hazlett, Burt & Watson, Inc. 0.00% Add +1.2% 83 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.6% 80 $10K
Atala Financial Inc 0.01% — 77 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 75 $9K
First PREMIER Bank 0.00% No change 77 $9K
Kentucky Trust Co 0.01% — 71 $9K
Global Financial Private Client, LLC 0.00% Add +17.5% 67 $8K
General Partner, Inc. 0.00% No change 66 $8K
WPG Advisers, LLC 0.01% — 65 $8K
Harbor Investment Advisory, LLC 0.00% No change 64 $8K
Cranbrook Wealth Management, LLC 0.00% No change 62 $8K
Physician Wealth Advisors, Inc. 0.00% New 60 $7K
XY Capital Ltd 0.01% New 60 $7K
Cetera Trust Company, N.A 0.00% No change 60 $7K
Front Row Advisors LLC 0.00% No change 60 $7K
Dunhill Financial, LLC 0.00% Add +3.6% 58 $7K
Allianz SE 0.00% New 57 $7K
AllSquare Wealth Management LLC 0.00% No change 50 $6K
True Wealth Design, LLC 0.00% Reduce -82.3% 49 $6K
Highline Wealth Partners LLC 0.00% Reduce -12.5% 49 $6K
Tucker Asset Management LLC 0.00% No change 48 $6K
Aspect Partners, LLC 0.00% No change 46 $6K
Tortoise Investment Management, LLC 0.00% No change 45 $6K
Caldwell Sutter Capital, Inc. 0.00% Add +26.5% 43 $5K
Wolff Wiese Magana LLC 0.00% No change 42 $5K
Salomon & Ludwin, LLC 0.00% Reduce -12.5% 42 $5K
Abound Wealth Management 0.00% Reduce -26.8% 41 $5K
Costello Asset Management, INC 0.00% No change 38 $5K
Red Tortoise LLC 0.00% No change 37 $5K
SJS Investment Consulting Inc. 0.00% Reduce -27.4% 37 $5K
Creative Financial Designs Inc. 0.00% Reduce -91.3% 35 $4K
TFC Financial Management, Inc. 0.00% No change 34 $4K
Synergy Investment Management, LLC 0.00% — 34 $4K
Holos Integrated Wealth LLC 0.00% — 31 $4K
Colonial Trust Advisors 0.00% No change 30 $4K
Trifecta Capital Advisors, LLC 0.00% No change 29 $4K
Park Square Financial Group, LLC 0.00% — 25 $3K
Atwood & Palmer Inc. 0.00% Reduce -66.7% 25 $3K
Avion Wealth 0.00% Add +3.5% 30 $3K
Creekmur Asset Management LLC 0.00% Reduce -50.0% 23 $3K
Rakuten Securities, Inc. 0.00% Add +2100.0% 22 $3K
PayPay Securities Corp 0.11% New 21 $3K
Conquis Financial LLC 0.00% — 21 $3K
PFG Private Wealth Management, LLC 0.00% No change 21 $3K
Cedar Wealth Management, LLC 0.00% No change 21 $3K
Roxbury Financial LLC 0.00% — 18 $3K
Vermillion Wealth Management, Inc. 0.00% — 20 $2K
Elevation Wealth Partners, LLC 0.00% New 20 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $2K
Cape Investment Advisory, Inc. 0.00% Add +50.0% 18 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -76.9% 15 $2K
Hantz Financial Services, Inc. 0.00% No change 16 $2K
PSI Advisors, LLC 0.00% No change 16 $2K
New England Capital Financial Advisors LLC 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
TD Capital Management LLC 0.00% New 13 $2K
Ridgewood Investments LLC 0.00% No change 13 $2K
Pineridge Advisors LLC 0.00% New 12 $1K
Davis Capital Management 0.00% No change 12 $1K
Human Investing LLC 0.00% New 9 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -88.2% 9 $1K
Noble Wealth Management PBC 0.00% — 9 $1K
Caitlin John, LLC 0.00% No change 9 $1K
Nvwm, LLC 0.00% Add +125.0% 9 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -99.1% 13 $1K
WealthCollab, LLC 0.00% No change 8 $981
REAP Financial Group, LLC 0.00% Add +14.3% 8 $966
Perritt Capital Management Inc 0.00% No change 7 $892
BOK Financial Private Wealth, Inc. 0.00% New 7 $859
Parkworth Wealth Management, Inc. 0.00% — 7 $858
Delta Asset Management LLC 0.00% No change 7 $858
Broadwater Capital Management LLC 0.00% No change 6 $736
Menard Financial Group LLC 0.00% New 5 $613
YANKCOM Partnership 0.00% — 5 $613
Lanark Financial, Inc. 0.05% — 4 $493
Principia Wealth Advisory, LLC 0.00% — 3 $368
WealthTrak Capital Management LLC 0.00% — 3 $368
Richard W. Paul & Associates, LLC 0.00% No change 2 $245
Logan Capital Management Inc. 0.00% New 2 $245
Activest Wealth Management 0.00% New 1 $123
Cassady Schiller Wealth Management, LLC 0.00% New 1 $123
Wood Tarver Financial Group, LLC 0.00% — 2 $0

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