Valero EnergyVLO

13F holders, Q1 2025 (March 31)
1,471holders −6
120new positions
120sold out
8famous investors
$131.87avg. 13F price*

At the end of Q1 2025, 1,471 institutions reported holding Valero Energy Corp. (VLO) in their 13F filings, down 6 from Q4 2024. 120 opened new positions and 120 sold out. The largest holders were Vanguard Group Inc. ($5.1B), BlackRock, Inc. ($3.5B) and State Street Corp. ($2.6B). 8 famous investors held it, including Chris Bloomstran (4.1% of Semper Augustus Investments's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ken Griffin (0.1% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions120$269.5M
Exits120$222.3M

All 13F filers, Q4 2024 → Q1 2025: 24,859,961 shares bought and 17,977,867 shares sold, net +6,882,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,471 holders

Vanguard Group Inc. 0.09% Add +12.0% 38,881,222 $5.1B
BlackRock, Inc. 0.07% Add +3.5% 26,255,675 $3.5B
State Street Corp. 0.11% Reduce -4.6% 19,558,825 $2.6B
Charles Schwab Investment Management Inc. 0.28% Add +6.9% 11,437,765 $1.5B
T. Rowe Price Associates Inc. 0.18% Add +276.9% 10,795,436 $1.4B
Morgan Stanley 0.07% Add +0.3% 7,935,752 $1.0B
Ameriprise Financial Inc. 0.27% Reduce -5.0% 7,540,371 $996.3M
Geode Capital Management, LLC 0.07% Add +1.5% 6,977,294 $918.1M
Royal Bank of Canada 0.15% Add +25.8% 5,229,705 $690.7M
Norges Bank 0.10% Reduce -5.0% 5,188,702 $685.3M
Invesco Ltd. 0.12% Add +34.1% 4,905,145 $647.8M
Franklin Resources Inc. 0.19% Add +2.5% 4,876,127 $644.0M
Barclays PLC 0.28% Add +0.1% 4,706,735 $621.6M
FMR LLC 0.04% Reduce -0.0% 4,593,358 $606.6M
Bank of America Corp. 0.05% Reduce -1.3% 4,476,726 $591.2M
Dimensional Fund Advisors LP 0.14% Reduce -6.7% 4,209,056 $555.9M
Nuveen, LLC 0.16% — 4,011,992 $529.9M
Northern Trust Corp. 0.07% Reduce -6.1% 3,615,872 $477.5M
Bank of New York Mellon Corp 0.08% Reduce -3.4% 2,933,682 $387.5M
Pacer Advisors, Inc. 0.98% Reduce -29.6% 2,868,011 $378.8M
Wellington Management Group LLP 0.07% Reduce -1.4% 2,715,055 $358.6M
JPMorgan Chase & Co. 0.03% Add +95.7% 2,637,079 $348.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +2.1% 2,139,380 $282.5M
Amundi 0.10% Reduce -7.4% 2,304,246 $275.7M
Goldman Sachs Group Inc. 0.05% Reduce -14.7% 2,004,552 $264.7M
Legal & General Group Plc 0.07% Add +0.8% 1,996,082 $263.6M
UBS Group AG 0.06% Add +19.7% 1,957,949 $258.6M
Montrusco Bolton Investments Inc. 2.98% Reduce -16.6% 1,716,790 $226.7M
Massachusetts Financial Services Co. 0.07% Reduce -1.8% 1,637,413 $216.3M
Allianz Asset Management GmbH 0.30% Reduce -23.6% 1,514,853 $200.1M
AQR Capital Management 0.19% Add +81.2% 1,413,182 $186.5M
LSV Asset Management 0.44% Reduce -3.4% 1,403,590 $185.4M
Allspring Global Investments Holdings, LLC 0.28% Reduce -6.8% 1,211,212 $162.0M
1832 Asset Management L.P. 0.30% Add +62.4% 1,192,084 $157.4M
Raymond James Financial Inc. 0.06% Add +2.8% 1,110,913 $146.7M
Deutsche Bank AG 0.06% Reduce -23.8% 1,104,691 $145.9M
National Pension Service 0.13% Add +5.0% 995,605 $131.5M
Victory Capital Management Inc. 0.14% Reduce -15.5% 994,864 $131.4M
Wells Fargo & Company 0.03% Add +9.3% 923,777 $122.0M
Swiss National Bank 0.08% Reduce -1.3% 892,900 $117.9M
HSBC Holdings PLC 0.08% Reduce -30.6% 857,467 $113.2M
Citigroup Inc. 0.08% Reduce -10.3% 800,265 $105.7M
Huntington National Bank 1.01% Add +0.9% 791,297 $104.5M
BNP Paribas Financial Markets 0.08% Add +15.3% 755,146 $99.7M
Prudential Financial Inc. 0.14% Reduce -11.6% 751,856 $99.3M
Citadel Advisors 0.10% Reduce -50.2% 728,829 $96.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.5% 717,589 $94.8M
Manufacturers Life Insurance Company, The 0.09% Reduce -2.3% 694,669 $91.7M
Sterling Capital Management LLC 1.30% Add +2.7% 633,600 $83.7M
Envestnet Asset Management Inc. 0.03% Add +1.9% 632,714 $83.6M
Rhumbline Advisers 0.08% Reduce -0.8% 630,362 $83.3M
Stifel Financial Corp. 0.09% Reduce -0.1% 627,047 $82.8M
Healthcare of Ontario Pension Plan Trust Fund 0.17% Reduce -32.6% 562,775 $74.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +11.2% 560,495 $74.0M
Bank of Montreal 0.04% Reduce -8.6% 553,964 $73.2M
California Public Employees Retirement System 0.05% Reduce -2.4% 549,425 $72.6M
Empower Advisory Group, LLC 0.23% Add +7.0% 544,667 $71.9M
Cincinnati Financial Corp. 1.52% No change 514,640 $68.0M
Alliancebernstein L.P. 0.02% Add +4.3% 504,397 $66.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Reduce -39.9% 482,129 $63.7M
Brandywine Global Investment Management, LLC 0.46% Add +136.1% 476,230 $62.9M
LPL Financial LLC 0.02% Add +3.4% 472,863 $62.5M
Steadfast Capital Management LP 1.75% New 466,900 $61.7M
Royal London Asset Management Ltd. 0.14% Add +3.9% 452,650 $59.8M
CANADA LIFE ASSURANCE Co 0.10% Add +9.2% 441,372 $58.5M
Nordea Investment Management AB 0.06% Reduce -12.5% 423,613 $56.5M
Canada Pension Plan Investment Board 0.05% Add +249.7% 422,233 $55.8M
AustralianSuper Pty Ltd 0.31% Reduce -57.6% 419,821 $55.4M
O'shaughnessy Asset Management, LLC 0.44% Add +2.1% 410,511 $54.2M
Ensign Peak Advisors, Inc 0.10% Reduce -6.9% 388,390 $51.3M
Truist Financial Corp. 0.08% Add +6.8% 380,118 $50.2M
Encompass Capital Advisors LLC 1.92% New 378,330 $50.0M
California State Teachers Retirement System 0.06% Reduce -1.0% 376,971 $49.8M
Principal Financial Group Inc. 0.03% Add +3.5% 373,052 $49.3M
Private Management Group Inc. 1.75% Reduce -0.2% 371,683 $49.1M
Merewether Investment Management, LP 1.73% Add +20.2% 361,468 $47.7M
Cincinnati Insurance Co. 0.82% No change 356,538 $47.1M
M&T Bank Corp 0.17% Reduce -4.6% 356,155 $47.0M
Millennium Management 0.05% Reduce -66.2% 348,980 $46.1M
Russell Investments Group, Ltd. 0.06% Reduce -28.1% 334,785 $44.2M
New York State Common Retirement Fund 0.06% Reduce -2.8% 328,725 $43.4M
Worldquant Millennium Advisors LLC 0.27% Reduce -54.4% 327,562 $43.3M
First Trust Advisors LP 0.04% Reduce -33.0% 322,443 $42.6M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +10.0% 305,673 $40.2M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -10.6% 300,398 $39.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +86.2% 294,965 $39.0M
State Board of Administration of Florida Retirement System 0.08% Reduce -1.6% 292,318 $38.6M
Korea Investment CORP 0.09% Add +16.0% 291,974 $38.6M
Old Republic International Corp. 1.46% No change 284,500 $37.6M
Macquarie Group Ltd. 0.05% Add +1.4% 279,999 $37.0M
Conning Inc. 1.31% Add +5928.4% 268,564 $35.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +3.5% 263,881 $34.9M
State of Wisconsin Investment Board 0.09% Add +6.0% 255,661 $33.8M
Two Sigma Advisers, LP 0.08% Reduce -25.3% 253,600 $33.5M
New York State Teachers Retirement System 0.08% Reduce -13.3% 252,354 $33.3M
Corient Private Wealth LP 0.05% Reduce -2.0% 251,560 $33.2M
Ceredex Value Advisors LLC 0.72% Reduce -10.0% 249,400 $32.9M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -2.8% 238,900 $31.6M
Sei Investments Co. 0.04% Add +6.7% 234,291 $30.9M
KLP Kapitalforvaltning As 0.15% Add +2.5% 225,861 $29.8M
Aviva PLC 0.07% Add +16.4% 224,162 $29.6M
Van Eck Associates Corp. 0.04% Reduce -3.6% 215,028 $28.4M
Empowered Funds, LLC 0.40% Reduce -4.7% 214,258 $28.3M
Aware Super Pty Ltd as trustee of Aware Super 0.47% No change 211,192 $27.9M
Voya Investment Management LLC 0.04% Add +18.9% 207,823 $27.4M
Country Trust Bank 0.68% Reduce -1.0% 203,901 $26.9M
Achmea Investment Management B.V. 0.39% Add +26.2% 201,103 $26.6M
Nan Shan Life Insurance Co., Ltd. 0.62% No change 200,544 $26.5M
American Century Companies Inc. 0.02% Add +170.7% 199,518 $26.4M
KBC Group NV 0.08% Reduce -7.3% 195,037 $25.8M
Commonwealth Equity Services, LLC 0.04% Reduce -8.6% 194,469 $25.7M
US Bancorp \de 0.03% Reduce -3.3% 194,221 $25.7M
EP Wealth Advisors, LLC 0.20% Add +3.8% 193,087 $25.5M
Semper Augustus Investments 4.06% Add +0.8% 190,494 $25.2M
Fort Washington Investment Advisors Inc. 0.15% Add +4.0% 189,785 $25.1M
Robeco Institutional Asset Management B.V. 0.05% Add +6.7% 189,211 $25.0M
Whittier Trust Co. 0.34% Add +0.0% 187,268 $24.7M
Jacobs Levy Equity Management, Inc. 0.10% Reduce -86.1% 187,238 $24.7M
Voloridge Investment Management, LLC 0.09% Reduce -65.5% 185,154 $24.5M
Solus Alternative Asset Management LP 9.45% No change 180,977 $23.9M
Recurrent Investment Advisors LLC 2.01% Add +0.6% 179,367 $23.7M
Summit Street Capital Management, LLC 3.91% Add +11.2% 177,990 $23.5M
Zurich Insurance Group Ltd 0.19% New 176,210 $23.3M
Neuberger Berman Group LLC 0.02% Reduce -3.3% 173,821 $23.0M
DekaBank Deutsche Girozentrale 0.04% Reduce -0.1% 175,647 $22.9M
Danske Bank A/S 0.07% Reduce -14.9% 172,736 $22.8M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.1% 166,961 $22.1M
Sonora Investment Management Group, LLC 1.77% Add +2.8% 166,498 $22.0M
Pictet Asset Management Holding SA 0.02% Reduce -13.5% 164,745 $21.8M
Natixis Advisors, LLC 0.04% Add +1.7% 160,901 $21.3M
Baird Financial Group, Inc. 0.04% Reduce -60.1% 155,931 $20.6M
Crossmark Global Holdings, Inc. 0.36% Add +6.0% 154,162 $20.4M
Cullen/Frost Bankers, Inc. 0.28% Reduce -0.3% 151,818 $20.1M
PNC Financial Services Group, Inc. 0.01% Add +0.3% 151,196 $20.0M
Pinnacle Financial Partners Inc 0.40% Reduce -2.0% 151,155 $19.9M
Badgley Phelps Wealth Managers, LLC 0.46% Add +1.4% 145,755 $19.2M
Nomura Asset Management Co. Ltd. 0.06% Add +8.7% 144,594 $19.1M
Public Employees Retirement System of Ohio 0.07% Reduce -11.2% 144,502 $19.1M
Treasurer of the State of North Carolina 0.08% Add +4.1% 144,472 $19.1M
Aberdeen Group plc 0.04% Reduce -65.4% 143,714 $19.0M
Groupama Asset Managment 0.38% Add +6.0% 142,745 $18.8M
HighTower Advisors, LLC 0.03% Reduce -4.0% 141,140 $18.6M
Federated Hermes, Inc. 0.04% Add +14.4% 139,960 $18.5M
Nisa Investment Advisors, LLC 0.09% Add +1.7% 137,613 $18.2M
TD Asset Management Inc 0.02% Reduce -22.9% 137,559 $18.2M
National Bank of Canada 0.02% Add +42.8% 137,191 $18.1M
Captrust Financial Advisors 0.05% Add +3.8% 137,095 $18.1M
Aventail Capital Group, LP 0.89% No change 136,112 $18.0M
Aquatic Capital Management LLC 0.46% Add +3060.5% 136,059 $18.0M
Sanctuary Advisors, LLC 0.13% Add +2.5% 135,489 $17.9M
Mariner, LLC 0.03% Add +3.9% 134,039 $17.7M
ExodusPoint Capital Management, LP 0.23% New 133,420 $17.6M
Mackenzie Financial Corp. 0.02% Add +0.9% 131,791 $17.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -3.7% 131,335 $17.3M
United Services Automobile Association 0.52% No change 129,685 $17.1M
Asset Management One Co., Ltd. 0.06% Add +3.7% 127,919 $16.9M
Bank of Nova Scotia 0.04% Reduce -3.8% 124,156 $16.4M
Jones Financial Companies LLLP 0.01% Add +28.4% 122,213 $16.1M
STRS Ohio 0.07% Reduce -10.1% 121,104 $16.0M
SouthState Bank Corp 0.72% Add +195.3% 120,041 $15.9M
Renaissance Technologies 0.02% New 118,000 $15.6M
Jane Street Group, LLC 0.03% Reduce -32.7% 117,877 $15.6M
Toronto Dominion Bank 0.04% Add +3.4% 110,989 $14.7M
Jennison Associates LLC 0.01% Add +27.9% 110,102 $14.5M
Pinebridge Investments, L.P. 0.12% Add +227.6% 109,608 $14.5M
Candriam S.C.A. 0.09% Add +5.9% 108,922 $14.4M
State of New Jersey Common Pension Fund D 0.06% Reduce -8.3% 108,869 $14.4M
NorthCrest Asset Manangement, LLC 0.43% Add +2.7% 108,717 $14.4M
AMF Tjanstepension AB 0.10% No change 106,205 $14.0M
Mediolanum International Funds Ltd 0.19% Reduce -3.0% 106,598 $14.0M
Cetera Investment Advisers 0.03% Add +10.0% 104,486 $13.8M
Rafferty Asset Management, LLC 0.06% Reduce -14.6% 103,838 $13.7M
Cerity Partners LLC 0.03% Reduce -25.8% 103,830 $13.7M
Resona Asset Management Co.,Ltd. 0.08% Add +7.9% 103,462 $13.7M
Acadian Asset Management LLC 0.04% Add +2.6% 103,364 $13.6M
Infrastructure Capital Advisors, LLC 2.31% Add +352.8% 226,209 $13.5M
Illinois Municipal Retirement Fund 0.19% Add +38.3% 99,823 $13.2M
Applied Finance Capital Management, LLC 0.97% Reduce -44.0% 99,794 $13.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -4.4% 99,210 $13.1M
Sound Income Strategies, LLC 0.76% Add +3.1% 97,874 $12.9M
State of Tennessee, Department of Treasury 0.05% Reduce -9.6% 97,812 $12.9M
State of Michigan Retirement System 0.07% Reduce -0.1% 97,362 $12.9M
Osaic Holdings, Inc. 0.03% Add +3.2% 96,898 $12.8M
Cohen & Steers, Inc. 0.02% New 94,899 $12.5M
Teacher Retirement System of Texas 0.05% Reduce -52.5% 94,140 $12.4M
QRG Capital Management, Inc. 0.13% Add +10.4% 94,007 $12.4M
SIR Capital Management, L.P. 1.08% New 93,300 $12.3M
Arizona State Retirement System 0.08% Add +1.6% 92,909 $12.3M
Foster Victor Wealth Advisors, LLC 0.98% Add +5.1% 110,402 $12.2M
Cibc World Market Inc. 0.03% Add +68.0% 92,334 $12.2M
Oakworth Capital, Inc. 0.85% Add +12.6% 92,021 $12.2M
Willis Investment Counsel 0.82% Add +55.7% 92,000 $12.2M
Creative Planning 0.01% Add +1.1% 90,852 $12.0M
Erste Asset Management GmbH 0.15% No change 90,800 $12.0M
Vestcor Inc 0.40% Add +151.5% 89,771 $11.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% — 88,671 $11.7M
Manning & Napier Advisors LLC 0.14% Reduce -5.1% 88,432 $11.7M
Pinnacle Associates Ltd. 0.17% Add +2.9% 88,344 $11.7M
Summit Financial Wealth Advisors, LLC 2.29% Add +0.8% 87,580 $11.6M
Kwmg, LLC 1.17% Add +1.4% 87,221 $11.5M
Westchester Capital Management, Inc. 2.83% Reduce -0.1% 86,149 $11.4M
Storebrand Asset Management As 0.04% Add +9.7% 85,575 $11.3M
Public Sector Pension Investment Board 0.05% Add +3.0% 84,637 $11.2M
Empire Life Investments Inc. 0.71% Add +46.6% 83,157 $11.0M
CIBC Private Wealth Group LLC 0.02% Reduce -2.6% 104,239 $11.0M
Richard C. Young & CO., LTD. 1.17% Reduce -0.0% 82,500 $10.9M
Busey Bank 0.37% Add +2.7% 82,356 $10.9M
MetLife Investment Management, LLC 0.06% Reduce -1.9% 82,208 $10.9M
Rockefeller Capital Management L.P. 0.03% Add +5.4% 81,779 $10.8M
Adell Harriman & Carpenter Inc. 0.81% Add +10.2% 81,120 $10.7M
Whittier Trust Co. of Nevada Inc. 0.27% Add +0.6% 81,028 $10.7M
Susquehanna Fundamental Investments, LLC 0.18% Reduce -46.7% 80,952 $10.7M
United Capital Management of KS, Inc. 2.18% Add +5.6% 79,988 $10.6M
Mercer Global Advisors Inc. 0.02% Add +13.2% 79,467 $10.5M
Advisors Asset Management, Inc. 0.19% Reduce -3.1% 78,301 $10.3M
Verition Fund Management LLC 0.06% Add +42.3% 78,147 $10.3M
Federation des caisses Desjardins du Quebec 0.05% Add +2.4% 76,800 $10.1M
Wealthfront Advisers LLC 0.03% Add +5.8% 76,369 $10.1M
Guinness Asset Management LTD 0.19% Reduce -19.6% 75,804 $10.0M
William B. Walkup & Associates, Inc. 6.09% Add +3.2% 75,595 $10.0M
Corebridge Financial, Inc. 0.06% Reduce -5.8% 75,483 $10.0M
Paradiem, LLC 2.71% Reduce -43.3% 74,511 $9.8M
Czech National Bank 0.09% Add +5.9% 72,714 $9.6M
Comerica Bank 0.04% Add +1.8% 72,541 $9.6M
Janney Montgomery Scott LLC 0.03% Reduce -1.9% 72,466 $9.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +7.5% 72,399 $9.6M
Spirit of America Management Corp. 1.92% Reduce -6.9% 71,784 $9.5M
ProShare Advisors LLC 0.02% Add +10.7% 71,653 $9.5M
Adams Asset Advisors, LLC 1.31% Reduce -1.0% 70,963 $9.4M
Cambria Investment Management, L.P. 0.65% Reduce -9.0% 70,817 $9.4M
Beacon Pointe Advisors, LLC 0.10% Add +53.0% 69,969 $9.2M
D.A. Davidson & Co. 0.07% Add +4.6% 69,621 $9.2M
Calamos Advisors LLC 0.06% Add +1.1% 69,603 $9.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.1% 69,425 $9.2M
Retirement Systems of Alabama 0.04% Reduce -0.8% 68,031 $9.0M
Xponance LLC 0.09% Add +0.3% 67,777 $9.0M
Susquehanna International Group, LLP 0.01% Reduce -85.0% 66,514 $8.8M
LMCG Investments, LLC 0.58% Add +1.1% 66,230 $8.7M
AXA S.A. 0.03% Reduce -9.1% 65,693 $8.7M
DAVENPORT & Co LLC 0.05% Add +51.1% 65,659 $8.7M
Ieq Capital, LLC 0.07% Add +132.4% 65,042 $8.6M
Cinctive Capital Management LP 0.68% New 64,772 $8.6M
First National Trust Co 0.34% Reduce -6.9% 64,651 $8.5M
Socorro Asset Management LP 3.06% Add +8.0% 64,494 $8.5M
Schroder Investment Management Group 0.01% Reduce -9.5% 64,235 $8.4M
Lido Advisors, LLC 0.05% Add +110.4% 63,699 $8.4M
Gabelli Funds LLC 0.06% Add +11.0% 63,400 $8.4M
Stephens Inc. 0.12% Add +3.7% 63,005 $8.3M
Generali Asset Management SPA SGR 0.20% Add +87.5% 62,677 $8.3M
Amalgamated Bank 0.07% Add +1.2% 61,335 $8.1M
Agf Management Ltd. 0.04% Reduce -53.6% 61,235 $8.1M
Sienna Gestion 0.65% Reduce -10.2% 62,456 $8.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -1.3% 60,546 $8.0M
DNB Asset Management AS 0.04% Reduce -6.5% 59,794 $7.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +3.3% 58,722 $7.8M
GF Fund Management Co. LTD. 0.18% Reduce -3.8% 58,620 $7.7M
Intech Investment Management LLC 0.08% Add +13.1% 58,277 $7.7M
Community Bank & Trust, Waco, Texas 1.80% Reduce -0.3% 57,968 $7.7M
Hutchinson Capital Management 1.45% Reduce -1.2% 57,561 $7.6M
Duff & Phelps Investment Management Co. 0.09% New 57,453 $7.6M
Guggenheim Capital LLC 0.07% Reduce -8.3% 57,306 $7.6M
Auxier Asset Management LLC 1.12% No change 57,055 $7.5M
Two Sigma Investments, LP 0.02% Reduce -80.5% 57,006 $7.5M
Hamilton Capital Partners Inc. 0.48% Add +4.2% 56,873 $7.5M
Bollard Group LLC 0.20% Add +0.8% 56,830 $7.5M
Westbourne Investment Advisors, Inc. 2.63% Add +2.0% 56,129 $7.4M
Avantax Advisory Services, Inc. 0.04% Add +11.6% 55,499 $7.3M
Winmill & Co. Inc. 2.22% No change 55,218 $7.3M
Texas Yale Capital Corp. 0.30% Reduce -0.6% 54,770 $7.2M
Cambridge Financial Group, Inc. 3.13% Add +15.3% 54,615 $7.2M
Primecap Management Co. 0.01% Reduce -49.3% 54,390 $7.2M
Bailard, Inc. 0.19% Add +1.2% 54,340 $7.2M
IFM Investors Pty Ltd 0.08% Add +14.8% 54,279 $7.2M
Arvest Bank Trust Division 0.45% Reduce -2.5% 54,026 $7.1M
Sagefield Capital LP 0.86% Reduce -29.8% 53,804 $7.1M
HITE Hedge Asset Management LLC 0.44% Add +38.5% 53,662 $7.1M
American National Bank & Trust 0.78% Add +2.8% 53,467 $7.1M
Credit Agricole S A 0.03% Reduce -61.5% 53,326 $7.0M
Yousif Capital Management, LLC 0.08% Add +1.3% 53,040 $7.0M
Utah Retirement Systems 0.08% No change 52,304 $6.9M
CIBC Asset Management Inc 0.02% Reduce -1.1% 52,275 $6.9M
O'Brien Greene & Co. Inc 2.30% Reduce -0.4% 51,895 $6.9M
Washington Trust Bank 0.67% Add +3.7% 50,854 $6.7M
Narwhal Capital Management 0.60% Add +6.8% 50,827 $6.7M
Glenview Trust Co 0.13% Reduce -2.5% 50,729 $6.7M
Kestra Advisory Services, LLC 0.03% Add +15.6% 49,961 $6.6M
Fiduciary Trust Co 0.09% Reduce -4.0% 49,801 $6.6M
Petredis Investment Advisors LLC 0.68% Add +2.5% 49,277 $6.5M
Advisory Resource Group 1.30% Add +438.5% 48,341 $6.4M
Carmel Capital Management L.L.C. 2.59% Add +0.6% 48,311 $6.4M
JCIC Asset Management Inc. 2.66% Reduce -1.2% 48,166 $6.4M
Atria Investments, Inc 0.08% Add +3.8% 48,055 $6.3M
Capital Investment Advisors, LLC 0.12% Reduce -31.5% 48,012 $6.3M
Oppenheimer & Co. Inc. 0.10% Reduce -7.2% 47,576 $6.3M
GQG Partners LLC 0.01% New 47,571 $6.3M
New York Life Investment Management LLC 0.06% Reduce -0.7% 46,944 $6.2M
Integrated Wealth Concepts LLC 0.07% Add +9.2% 46,861 $6.2M
Focus Partners Wealth 0.02% Add +36.0% 46,854 $6.2M
AlTi Global, Inc. 0.16% Reduce -27.7% 46,835 $6.2M
Corigliano Investment Advisers, LLC 2.74% Reduce -31.6% 46,500 $6.1M
Foundations Investment Advisors, LLC 0.11% Add +9.1% 46,494 $6.1M
Hancock Whitney Corp. 0.20% Add +8.9% 46,474 $6.1M
Police & Firemen's Retirement System of New Jersey 0.06% No change 46,098 $6.1M
Private Advisor Group, LLC 0.04% Add +2.7% 45,918 $6.1M
Cresset Asset Management, LLC 0.03% Reduce -11.9% 45,758 $6.0M
Daiwa Securities Group Inc. 0.03% Add +8.8% 45,493 $6.0M
Avantax Planning Partners, Inc. 0.21% Add +5.7% 44,800 $5.9M
Cincinnati Specialty Underwriters Insurance CO 1.75% No change 44,133 $5.8M
Quantinno Capital Management LP 0.04% Add +78.6% 44,020 $5.8M
Pathstone Holdings, LLC 0.03% Add +12.4% 44,011 $5.8M
Fusion Capital, LLC 2.20% Add +23.1% 43,698 $5.8M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.5% 43,049 $5.7M
Bell & Brown Wealth Advisors, LLC 2.21% Add +2.1% 42,823 $5.7M
Mutual of America Capital Management LLC 0.07% Reduce -3.3% 42,777 $5.6M
James Investment Research, Inc. 0.72% Reduce -0.9% 42,757 $5.6M
Thrivent Financial for Lutherans 0.01% Reduce -4.3% 41,423 $5.6M
Vanguard Personalized Indexing Management, LLC 0.08% Add +4.2% 41,316 $5.5M
SVB Wealth LLC 0.22% Reduce -22.6% 41,031 $5.4M
Annex Advisory Services, LLC 0.15% Reduce -20.4% 40,943 $5.4M
Burney Co./ 0.20% Add +1.1% 40,624 $5.4M
AG2R La Mondiale Gestion D'actifs 0.29% — 41,553 $5.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.8% 40,533 $5.4M
Assenagon Asset Management S.A. 0.01% Reduce -81.6% 40,477 $5.3M
Summa Corp. 3.09% Reduce -21.4% 40,400 $5.3M
Patton Albertson Miller Group, LLC 0.79% Reduce -26.3% 40,295 $5.3M
Boundary Creek Advisors LP 4.82% Reduce -55.6% 40,000 $5.3M
Blair William & Co. 0.02% Add +2.5% 39,746 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Add +0.1% 39,648 $5.2M
Cwm, LLC 0.02% Add +61.3% 39,645 $5.2M
MML Investors Services, LLC 0.02% Add +0.3% 39,537 $5.2M
MassMutual Private Wealth & Trust, FSB 0.15% Add +1.0% 38,945 $5.1M
Barings LLC 0.13% Reduce -30.1% 38,580 $5.1M
NewEdge Advisors, LLC 0.03% Add +43.8% 38,343 $5.1M
Cibc World Markets Corp. 0.04% Reduce -23.8% 38,186 $5.0M
Central Bank & Trust Co. 0.84% Reduce -3.0% 37,860 $5.0M
State of Alaska, Department of Revenue 0.06% Add +2.8% 37,099 $4.9M
Swiss Life Asset Management Ltd 0.04% Reduce -29.9% 37,069 $4.9M
Thoroughbred Financial Services, LLC 0.30% Add +0.3% 36,722 $4.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -1.1% 36,711 $4.8M
WP Advisors, LLC 1.58% Add +1.1% 35,923 $4.7M
NewSquare Capital LLC 0.39% Reduce -0.7% 36,190 $4.7M
CCM Investment Group, LLC 0.49% Reduce -2.1% 35,347 $4.6M
Thomasville National Bank 0.34% Add +1.0% 34,842 $4.6M
SteelPeak Wealth, LLC 0.19% Add +295.9% 34,653 $4.6M
Hourglass Capital, LLC 1.19% Add +4.6% 34,345 $4.5M
Squarepoint Ops LLC 0.01% Reduce -73.1% 34,269 $4.5M
Clearbridge Investments, LLC 0.00% Add +62.7% 33,953 $4.5M
S.E.E.D. Planning Group LLC 1.49% Reduce -4.2% 33,530 $4.4M
Hudson Capital Management LLC 1.40% Add +5.4% 33,511 $4.4M
Gotham Asset Management 0.04% Reduce -63.3% 33,298 $4.4M
Northwest Bancshares, Inc. 0.80% Add +4.7% 32,954 $4.4M
Elo Mutual Pension Insurance Co 0.10% Reduce -6.2% 32,306 $4.3M
Advisory Services Network, LLC 0.08% Reduce -4.3% 32,286 $4.3M
Viking Fund Management LLC 0.61% No change 32,000 $4.2M
one8zero8, LLC 0.98% Reduce -1.6% 31,553 $4.2M
Farmers Trust Co. 0.77% Add +1019.2% 31,148 $4.1M
Douglas Lane & Associates, LLC 0.06% Add +1.6% 31,028 $4.1M
Maven Securities LTD 0.88% Add +1152.1% 30,552 $4.0M
Forvis Mazars Wealth Advisors, LLC 0.10% Reduce -3.6% 30,113 $4.0M
Lighthouse Investment Partners, LLC 0.18% Reduce -33.3% 30,000 $4.0M
Shepherd Financial Partners LLC 0.46% Add +4.3% 29,912 $4.0M
Montgomery Investment Management Inc. 1.57% No change 29,890 $3.9M
Silvant Capital Management LLC 0.18% No change 29,846 $3.9M
Wolverine Trading, LLC 0.12% Add +27.9% 29,741 $3.9M
Entropy Technologies, LP 0.37% Add +360.1% 29,141 $3.8M
Rakuten Investment Management, Inc. 0.02% — 28,936 $3.8M
Steward Partners Investment Advisory, LLC 0.03% Reduce -6.6% 28,698 $3.8M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -29.3% 28,485 $3.8M
Motco 0.40% Reduce -8.3% 28,473 $3.8M
Advisors Preferred, LLC 0.50% New 28,036 $3.7M
Man Group plc 0.01% Reduce -45.3% 28,022 $3.7M
Wealth Advisory Solutions, LLC 0.98% New 27,946 $3.7M
Arrowstreet Capital, Limited Partnership 0.00% New 27,787 $3.7M
Beacon Investment Advisory Services, Inc. 0.17% Add +9.2% 27,780 $3.7M
UniSuper Management Pty Ltd 0.03% Add +2.2% 27,587 $3.6M
Oregon Public Employees Retirement Fund 0.07% Add +1.7% 27,561 $3.6M
Commerce Bank 0.02% Reduce -2.2% 27,109 $3.6M
J. W. Coons Advisors, LLC 0.94% Reduce -0.3% 26,918 $3.6M
Woodline Partners LP 0.02% Add +40.7% 26,747 $3.5M
Highland Capital Management, LLC 0.21% Add +0.1% 26,691 $3.5M
Phoenix Financial Ltd. 0.05% Reduce -11.0% 26,680 $3.5M
Heartland Advisors Inc. 0.20% Reduce -37.8% 26,574 $3.5M
Townsquare Capital LLC 0.04% Add +7.9% 26,561 $3.5M
Intact Investment Management Inc. 0.12% Reduce -10.8% 26,400 $3.5M
Stanley-Laman Group, Ltd. 0.53% Reduce -4.1% 26,115 $3.4M
Resources Management Corp. /CT/ 0.48% Reduce -1.3% 26,071 $3.4M
Howard Capital Management, LLC 0.09% Reduce -8.6% 25,619 $3.4M
Glenmede Trust Co. NA 0.02% Reduce -61.4% 25,605 $3.4M
Trinity Legacy Partners, LLC 0.85% Add +420.8% 24,793 $3.3M
Mizuho Securities USA LLC 0.07% Reduce -15.5% 25,349 $3.3M
Tower Research Capital LLC (TRC) 0.10% Add +20.8% 25,072 $3.3M
CSU Producer Resources, Inc. 10.98% No change 25,059 $3.3M
Waratah Capital Advisors Ltd. 0.23% Reduce -77.7% 25,000 $3.3M
IMA Advisory Services, Inc. 0.39% Reduce -6.6% 24,973 $3.3M
NEOS Investment Management LLC 0.06% Add +20.0% 24,848 $3.3M
Tidal Investments LLC 0.03% Reduce -34.4% 24,515 $3.2M
Knights of Columbus Asset Advisors LLC 0.22% Reduce -0.5% 24,418 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Add +2.5% 24,388 $3.2M
Ilex Capital Partners (UK) LLP 0.13% New 24,345 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 24,308 $3.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.3% 24,286 $3.2M
Orion Portfolio Solutions, LLC 0.03% Reduce -2.3% 24,286 $3.2M
Walleye Capital LLC 0.04% Add +25.7% 23,927 $3.2M
Welch & Forbes LLC 0.04% Reduce -1.4% 23,829 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Add +11.8% 23,822 $3.1M
Mirabella Financial Services LLP 0.13% Add +125.7% 23,727 $3.1M
Pine Valley Investments Ltd Liability Co 0.20% Add +0.4% 23,310 $3.1M
Ontario Teachers Pension Plan Board 0.05% Add +47.0% 23,187 $3.1M
Scotia Capital Inc. 0.02% Add +8.7% 23,151 $3.1M
Teamwork Financial Advisors, LLC 0.42% Reduce -0.0% 23,024 $3.0M
Cherokee Insurance Co 1.33% No change 22,850 $3.0M
Foster & Motley Inc. 0.19% Add +1.6% 22,609 $3.0M
OP Asset Management Ltd 0.05% — 22,453 $3.0M
Fourpath Capital Management, LLC 0.52% Reduce -1.2% 22,449 $3.0M
Lingohr Asset Management GmbH 0.74% Add +523.9% 22,434 $3.0M
Kestra Private Wealth Services, LLC 0.05% Add +18.5% 22,402 $3.0M
Uniplan Investment Counsel, Inc. 0.30% Reduce -4.5% 22,401 $3.0M
Mgo One Seven LLC 0.11% Reduce -4.8% 22,205 $2.9M
Bridgeway Capital Management, LLC 0.07% No change 22,150 $2.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -37.7% 22,128 $2.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.09% Reduce -56.1% 22,050 $2.9M
Praxis Investment Management Inc. 0.20% Add +35.0% 21,890 $2.9M
CENTRAL TRUST Co 0.07% Reduce -4.0% 21,800 $2.9M
Old Second National Bank of Aurora 0.68% Reduce -2.0% 21,731 $2.9M
Kentucky Retirement Systems 0.09% Reduce -2.1% 21,552 $2.8M
Geneos Wealth Management Inc. 0.09% Add +2.5% 21,346 $2.8M
Metis Global Partners, LLC 0.08% Add +13.7% 21,319 $2.8M
Community Trust & Investment Co. 0.18% Reduce -3.0% 21,263 $2.8M
Atlantic Union Bankshares Corp 0.17% Reduce -0.9% 20,851 $2.8M
Archford Capital Strategies, LLC 0.40% Add +26.5% 20,749 $2.7M
Bahl & Gaynor LLC 0.01% Reduce -4.4% 20,376 $2.7M
Inscription Capital, LLC 0.44% — 15,731 $2.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.25% No change 20,300 $2.7M
Sendero Wealth Management, LLC 0.37% Add +11.0% 20,198 $2.7M
Advent Capital Management 5.04% New 20,000 $2.6M
DRW Securities, LLC 0.22% Add +64.3% 20,000 $2.6M
Regions Financial Corp. 0.02% Add +0.4% 19,921 $2.6M
Vident Advisory, LLC 0.04% Reduce -12.8% 19,893 $2.6M
&partners 0.03% Add +49.9% 19,643 $2.6M
Convergence Investment Partners, LLC 0.71% Add +33.2% 19,494 $2.6M
Delta Global Management LP 0.18% New 19,353 $2.6M
Heritage Wealth Management, Inc. 0.87% Add +0.5% 19,349 $2.6M
Hartford Investment Management Co. 0.09% Reduce -1.0% 19,346 $2.6M
Prosperity Consulting Group, LLC 0.20% Reduce -3.8% 19,338 $2.6M
Diversified Trust Co. 0.06% Reduce -26.1% 19,261 $2.5M
Janus Henderson Group PLC 0.00% Reduce -44.0% 19,300 $2.5M
Sunbelt Securities, Inc. 0.23% Reduce -22.0% 19,196 $2.5M
Argonautica Private Wealth Management, Inc. 0.87% Add +0.4% 19,132 $2.5M
Sequoia Financial Advisors, LLC 0.02% Add +4.2% 18,975 $2.5M
Mathes Company, Inc. 1.03% Add +4.8% 18,940 $2.5M
Quadrant Private Wealth Management, LLC 0.62% Add +0.7% 18,799 $2.5M
StoneX Group Inc. 0.14% Add +9.3% 18,718 $2.5M
HB Wealth Management, LLC 0.02% Add +6.6% 18,707 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -6.6% 18,647 $2.5M
Donaldson Capital Management, LLC 0.09% Reduce -10.1% 18,501 $2.4M
Dana Investment Advisors, Inc. 0.09% Reduce -1.1% 18,462 $2.4M
Gulf International Bank (UK) Ltd 0.08% Reduce -27.4% 18,457 $2.4M
Alaska Permanent Fund Corp 0.03% No change 20,498 $2.4M
Mader & Shannon Wealth Management, Inc. 1.36% Add +194.8% 18,014 $2.4M
Norinchukin Bank, The 0.04% Add +16.4% 17,953 $2.4M
FineMark National Bank & Trust 0.09% Reduce -7.5% 17,782 $2.3M
Gateway Investment Advisers LLC 0.03% Add +27.7% 17,640 $2.3M
Nomura Holdings Inc. 0.01% Reduce -93.8% 17,586 $2.3M
Integrated Advisors Network LLC 0.12% Reduce -19.1% 17,494 $2.3M
Panagora Asset Management Inc. 0.01% Reduce -97.3% 17,296 $2.3M
Cypress Capital Group 0.30% Reduce -15.1% 17,255 $2.3M
Atria Wealth Solutions, Inc. 0.03% Reduce -31.5% 17,149 $2.3M
Louisiana State Employees Retirement System 0.04% No change 17,000 $2.2M
Family Manage LLC 0.37% Reduce -27.7% 16,975 $2.2M
Graypoint LLC 0.14% Reduce -0.8% 16,909 $2.2M
Securian Asset Management, Inc. 0.07% Reduce -0.8% 16,784 $2.2M
Fruth Investment Management 0.62% Reduce -2.0% 16,750 $2.2M
Brown Advisory Inc. 0.00% Add +1.9% 16,737 $2.2M
Tilia Fiduciary Partners, Inc. 1.47% Add +7.4% 16,707 $2.2M
Beacon Investment Advisors LLC 1.04% Add +0.5% 16,608 $2.2M
Banco de Sabadell, S.A 1.66% Add +5.7% 16,564 $2.2M
Bragg Financial Advisors, Inc 0.09% Reduce -2.1% 16,550 $2.2M
Fisher Asset Management 0.00% Reduce -3.2% 16,344 $2.2M
Stiles Financial Services Inc 0.83% Add +5.1% 16,310 $2.2M
Empirical Finance, LLC 0.13% Add +1.5% 16,307 $2.2M
CI Investments Inc. 0.01% Add +80.5% 16,279 $2.1M
Navellier & Associates Inc. 0.30% Reduce -9.3% 18,013 $2.1M
Siemens Fonds Invest GmbH 0.15% Reduce -9.7% 16,227 $2.1M
Park Avenue Securities LLC 0.03% Add +18.2% 16,220 $2.1M
Roundview Capital LLC 0.15% Reduce -1.0% 16,065 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.20% Add +9.9% 16,022 $2.1M
Oddo BHF Asset Management Sas 0.09% Add +25.1% 15,980 $2.1M
Neo Ivy Capital Management 0.67% New 15,890 $2.1M
Jacobi Capital Management LLC 0.15% Add +4.1% 15,876 $2.1M
Sandy Spring Bank 0.09% Add +0.1% 15,845 $2.1M
Caprock Group, LLC 0.06% Add +21.2% 15,822 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -5.8% 15,815 $2.1M
Benjamin Edwards Inc. 0.03% Add +15.5% 15,749 $2.1M
X-Square Capital, LLC 0.89% Add +0.6% 15,736 $2.1M
Banque Cantonale Vaudoise 0.09% — 15,729 $2.1M
M&G PLC 0.01% Reduce -9.9% 15,739 $2.1M
Hanson & Doremus Investment Management 0.30% Add +9.4% 15,639 $2.1M
Bristlecone Advisors, LLC 0.17% Reduce -5.5% 15,628 $2.1M
First Merchants Corp. 0.08% Reduce -11.8% 15,597 $2.1M
Smartleaf Asset Management LLC 0.20% Reduce -3.3% 15,532 $2.0M
Martingale Asset Management L P 0.05% Add +321.3% 15,454 $2.0M
Unison Advisors LLC 0.26% Add +0.8% 15,349 $2.0M
Arbor Capital Management Inc. 1.97% Add +3.7% 15,305 $2.0M
Barrow Hanley Mewhinney & Strauss LLC 0.01% Add +18.6% 15,326 $2.0M
Moseley Investment Management Inc. 0.79% Add +1.6% 15,325 $2.0M
Vinva Investment Management Ltd 0.08% Add +469.9% 15,097 $2.0M
Huntleigh Advisors, Inc. 0.33% Reduce -4.8% 14,890 $2.0M
New Mexico Educational Retirement Board 0.07% Reduce -3.3% 14,816 $2.0M
Maryland State Retirement & Pension System 0.05% Reduce -12.5% 14,756 $1.9M
Community Financial Services Group, LLC 0.42% Reduce -25.3% 14,690 $1.9M
Bank & Trust Co 1.58% Reduce -2.7% 14,645 $1.9M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -17.0% 14,542 $1.9M
Orleans Capital Management Corp. 1.12% Add +1.2% 14,397 $1.9M
Caldwell Trust Co 0.20% Reduce -1.2% 14,363 $1.9M
Intrust Bank NA 0.19% Add +9.1% 14,275 $1.9M
Mitchell & Pahl Private Wealth, LLC 0.88% Add +0.3% 14,228 $1.9M
Anchor Investment Management, LLC 0.18% Add +8.5% 14,223 $1.9M
Old National Bancorp 0.05% Reduce -6.6% 14,177 $1.9M
Fifth Third Bancorp 0.01% Reduce -0.9% 14,085 $1.9M
BankPlus Trust Department 0.62% Add +7.0% 14,078 $1.9M
United Capital Financial Advisors, LLC 0.02% Add +0.6% 14,024 $1.9M
Smith Group Asset Management, LLC 0.14% No change 14,000 $1.8M
Bokf, NA 0.03% Add +905.0% 13,999 $1.8M
Merit Financial Group, LLC 0.03% Add +101.2% 13,849 $1.8M
Moody Aldrich Partners LLC 0.38% No change 13,818 $1.8M
Arvest Investments, Inc. 0.28% Add +2.9% 13,651 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -21.3% 13,569 $1.8M
Bar Harbor Wealth Management 0.12% No change 13,464 $1.8M
Independent Solutions Wealth Management, LLC 0.40% Add +1.3% 13,432 $1.8M
Independent Advisor Alliance 0.06% Reduce -7.2% 13,430 $1.8M
Fulton Bank, N.A. 0.07% Add +0.3% 13,400 $1.8M
Savant Capital, LLC 0.01% Reduce -9.0% 13,382 $1.8M
Level Four Advisory Services, LLC 0.07% Reduce -2.5% 13,326 $1.8M
Profund Advisors LLC 0.08% Reduce -0.0% 13,296 $1.8M
Courier Capital LLC 0.11% No change 13,291 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +28.2% 13,281 $1.8M
Harvest Portfolios Group Inc. 0.05% Reduce -1.3% 13,012 $1.7M
Exchange Capital Management, Inc. 0.27% No change 12,835 $1.7M
TD Waterhouse Canada Inc. 0.01% Add +4.7% 12,398 $1.7M
Mariner Investment Group LLC 0.66% No change 12,500 $1.7M
Keybank National Association 0.01% Add +11.0% 12,498 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -0.5% 12,480 $1.6M
PFG Investments, LLC 0.11% Add +1.4% 12,403 $1.6M
Fifth Third Wealth Advisors LLC 0.08% Add +4.8% 12,357 $1.6M
Nemes Rush Group LLC 0.21% Reduce -1.3% 12,296 $1.6M
Bessemer Group Inc. 0.00% Reduce -38.9% 12,280 $1.6M
MBM Wealth Consultants, LLC 0.48% Add +5.2% 12,244 $1.6M
Viawealth, LLC 0.99% Reduce -0.8% 12,194 $1.6M
International Assets Investment Management, LLC 0.14% Reduce -3.0% 12,130 $1.6M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.4% 12,110 $1.6M
Measured Risk Portfolios, Inc. 1.71% Add +0.5% 12,069 $1.6M
Syon Capital LLC 0.13% Add +0.4% 12,065 $1.6M
Smithbridge Asset Management Inc. 0.29% — 11,961 $1.6M
Stablepoint Partners, LLC 0.29% Add +2.1% 11,942 $1.6M
Becker Capital Management Inc. 0.05% Reduce -1.0% 11,897 $1.6M
Mengis Capital Management, Inc. 0.33% Reduce -0.2% 11,880 $1.6M
Wealthspire Advisors, LLC 0.01% Add +21.4% 11,838 $1.6M
Verdence Capital Advisors LLC 0.12% Reduce -4.3% 11,814 $1.6M
Alaethes Wealth, LLC 0.56% Add +5.1% 11,660 $1.5M
Choreo, LLC 0.02% Reduce -8.7% 11,645 $1.5M
Jump Financial, LLC 0.02% New 11,579 $1.5M
Moors & Cabot, Inc. 0.08% Reduce -11.8% 11,555 $1.5M
UMB Bank, n.a. 0.03% Add +0.4% 11,514 $1.5M
Paragon Capital Management Inc. 1.22% Reduce -19.7% 11,455 $1.5M
River Street Advisors LLC 0.75% Add +0.1% 11,439 $1.5M
Watts Gwilliam & Co., LLC 0.33% No change 11,401 $1.5M
Synovus Financial Corp. 0.02% Reduce -24.3% 11,384 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -44.0% 11,337 $1.5M
Ritholtz Wealth Management 0.04% Add +2.8% 11,331 $1.5M
King Luther Capital Management Corp. 0.01% Add +1.8% 11,315 $1.5M
MRP Capital Investments, LLC 1.39% No change 11,259 $1.5M
Peapack Gladstone Financial Corp. 0.02% Reduce -22.1% 11,242 $1.5M
SeaCrest Wealth Management, LLC 0.17% Add +3.3% 11,090 $1.5M
Prospera Financial Services Inc 0.03% Reduce -5.8% 11,033 $1.5M
Intellectus Partners, LLC 0.35% Add +8.9% 10,826 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +0.3% 10,820 $1.4M
Energy Income Partners, LLC 0.03% Add +2.2% 10,812 $1.4M
Sowell Financial Services LLC 0.06% New 10,773 $1.4M
Access Financial Services, Inc. 0.57% Add +5.2% 10,728 $1.4M
Fieldview Capital Management, LLC 0.20% New 10,663 $1.4M
Flputnam Investment Management Co. 0.03% Reduce -8.1% 10,654 $1.4M
Fidelis Capital Partners, LLC 0.15% Add +2.3% 12,316 $1.4M
AE Wealth Management LLC 0.01% Reduce -90.3% 10,589 $1.4M
Threadgill Financial, LLC 0.75% No change 10,585 $1.4M
Kingsview Wealth Management, LLC 0.03% Reduce -3.4% 10,564 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +33.8% 10,552 $1.4M
Ethic Inc. 0.03% Add +43.6% 10,373 $1.4M
Moody National Bank Trust Division 0.14% Add +5.9% 10,417 $1.4M
Capital Advisors Inc. 0.03% Reduce -0.5% 10,385 $1.4M
NorthCoast Asset Management LLC 0.01% Reduce -4.1% 10,361 $1.4M
Elevation Point Wealth Partners, LLC 0.12% Add +6.9% 10,339 $1.4M
Cornerstone Select Advisors, LLC 1.29% Add +1.5% 10,338 $1.4M
LBP Am SA 0.02% No change 10,310 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +2.2% 10,288 $1.4M
Dakota Wealth Management 0.03% Reduce -12.3% 10,280 $1.4M
GAMMA Investing LLC 0.10% Add +17.3% 10,265 $1.4M
Heritage Trust Co 0.16% Add +0.0% 10,153 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -3.8% 10,142 $1.3M
Argent Trust Co 0.05% Reduce -1.9% 10,120 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 10,070 $1.3M
Canal Insurance CO 0.31% No change 10,000 $1.3M
Kieckhefer Group LLC 0.96% No change 10,000 $1.3M
Affinity Investment Advisors, LLC 1.08% Reduce -0.4% 9,994 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 9,913 $1.3M
Pitcairn Co. 0.08% Add +4.8% 9,908 $1.3M
Skylands Capital, LLC 0.19% Reduce -43.6% 9,900 $1.3M
Shorepoint Capital Partners LLC 0.30% Add +10.2% 9,881 $1.3M
Miller Howard Investments Inc. 0.04% Reduce -1.3% 9,839 $1.3M
Alamar Capital Management, LLC 0.77% Reduce -3.8% 9,796 $1.3M
DSG Capital Advisors, LLC 0.26% New 9,787 $1.3M
Shell Asset Management Co. 0.06% Reduce -3.1% 9,720 $1.3M
Clearstead Advisors, LLC 0.02% Add +11.6% 9,719 $1.3M
Freedom Investment Management, Inc. 0.11% Add +10.0% 9,673 $1.3M
GTS Securities LLC 0.06% Reduce -10.9% 9,660 $1.3M
MGB Wealth Management, LLC 0.46% No change 9,575 $1.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -62.2% 9,557 $1.3M
Fortem Financial Group, LLC 0.49% Reduce -13.4% 9,522 $1.3M
Buckley Wealth Management, LLC 0.39% Add +15.0% 9,515 $1.3M
Impact Partnership Wealth, LLC 0.27% New 9,490 $1.3M
Wambolt & Associates, LLC 0.43% Reduce -2.6% 9,361 $1.3M
Legacy Bridge, LLC 0.70% Add +0.1% 9,442 $1.2M
Castleark Management LLC 0.04% Add +191.3% 9,410 $1.2M
Balyasny Asset Management L.P. 0.00% Reduce -56.1% 9,386 $1.2M
Coastline Trust Co 0.15% Reduce -0.7% 9,319 $1.2M
IFP Advisors, Inc 0.04% Reduce -3.9% 9,283 $1.2M
Providence Wealth Advisors, LLC 0.93% Add +4.5% 9,275 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -52.0% 9,180 $1.2M
Sapient Capital LLC 0.02% Add +0.3% 9,160 $1.2M
Flagship Harbor Advisors, LLC 0.06% Reduce -2.3% 9,076 $1.2M
Equitable Holdings, Inc. 0.01% Reduce -21.0% 9,041 $1.2M
BCM Advisors, LLC 0.27% No change 10,000 $1.2M
Investment Management Corp of Ontario 0.02% Reduce -58.7% 8,967 $1.2M
Citizens National Bank Trust Department 0.25% Reduce -0.1% 8,946 $1.2M
Venturi Wealth Management, LLC 0.06% Add +35.6% 8,943 $1.2M
GoalVest Advisory LLC 0.32% Add +27.8% 8,858 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +0.6% 8,838 $1.2M
Capital Planning Advisors, LLC 0.18% Reduce -8.2% 8,744 $1.2M
SPC Financial, Inc. 0.10% Add +4.8% 8,672 $1.1M
Catalyst Funds Management Pty Ltd 0.30% New 8,600 $1.1M
WINTON GROUP Ltd 0.07% Reduce -84.3% 8,521 $1.1M
MFG Wealth Management, Inc. 1.07% Add +0.1% 8,505 $1.1M
Catherine Avery Investment Management LLC 1.00% Reduce -39.1% 8,436 $1.1M
J.W. Cole Advisors, Inc. 0.03% Add +222.9% 8,372 $1.1M
Peddock Capital Advisors, LLC 0.28% Reduce -5.7% 8,368 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.27% Reduce -71.7% 8,341 $1.1M
Marino, Stram & Associates LLC 0.24% Reduce -1.4% 8,325 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Reduce -7.1% 8,297 $1.1M
Capstone Investment Advisors, LLC 0.01% Reduce -71.5% 8,271 $1.1M
Crescent Sterling, Ltd. 1.12% Add +0.7% 8,270 $1.1M
Pallas Capital Advisors LLC 0.05% New 8,247 $1.1M
Wahed Invest LLC 0.19% Add +3.8% 8,246 $1.1M
Cadence Bank 0.08% Reduce -0.9% 8,158 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -16.7% 8,106 $1.1M
Greenfield Savings Bank 0.52% Reduce -5.5% 8,067 $1.1M
Field & Main Bank 0.37% Add +1.2% 7,982 $1.1M
Arkadios Wealth Advisors 0.04% Add +72.6% 7,904 $1.0M
Kornitzer Capital Management Inc. 0.02% No change 7,900 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.22% Add +2.4% 7,891 $1.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.37% Add +2.1% 7,846 $1.0M
Wesbanco Bank Inc. 0.04% Add +9.7% 7,815 $1.0M
Neumann Capital Management, LLC 0.36% No change 7,813 $1.0M
First United Bank & Trust 0.38% Reduce -3.8% 7,800 $1.0M
Ostrum Asset Management 0.05% Add +19.7% 7,794 $1.0M
New Age Alpha Advisors, LLC 0.05% Reduce -4.4% 7,771 $1.0M
Keeley-Teton Advisors, LLC 0.12% Add +1.1% 7,764 $1.0M
JT Stratford LLC 0.18% Reduce -4.6% 7,757 $1.0M
MAI Capital Management 0.01% Reduce -0.7% 7,751 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Reduce -15.9% 7,733 $1.0M
Cidel Asset Management Inc. 0.07% Add +7.7% 7,680 $1.0M
Tocqueville Asset Management L.P. 0.02% Reduce -6.0% 7,667 $1.0M
Cornerstone Advisors, LLC 0.04% No change 7,600 $1.0M
Ashton Thomas Private Wealth, LLC 0.04% Add +5.7% 7,548 $997K
Farther Finance Advisors, LLC 0.03% Add +114.1% 7,437 $995K
USS Investment Management Ltd 0.01% No change 7,512 $993K
Good Life Advisors, LLC 0.07% Reduce -0.2% 7,449 $984K
Godshalk Welsh Capital Management, Inc. 0.64% No change 7,425 $981K
Legacy Trust 0.24% Add +0.0% 7,411 $979K
Sigma Planning Corp 0.03% Reduce -8.2% 7,380 $975K
Daymark Wealth Partners, LLC 0.04% No change 7,370 $973K
V-Square Quantitative Management LLC 0.14% Add +1.0% 7,359 $972K
Rodgers Brothers Inc. 0.13% Add +0.4% 7,354 $971K
Atlantic Edge Private Wealth Management, LLC 0.30% Add +0.1% 7,347 $970K
Centiva Capital, LP 0.05% Add +20.6% 7,172 $947K
Ables, Iannone, Moore & Associates, Inc. 0.64% Reduce -0.9% 7,156 $945K
Investors Research Corp 0.20% Add +1.1% 7,154 $945K
Kendall Capital Management 0.28% Reduce -3.4% 7,144 $944K
Fayez Sarofim & Co 0.00% Reduce -19.7% 7,133 $942K
Wedbush Securities Inc. 0.03% Reduce -1.5% 7,133 $942K
Johnson Financial Group, Inc. 0.05% Add +27.5% 7,127 $941K
GWN Securities Inc. 0.05% New 7,012 $941K
Concurrent Investment Advisors, LLC 0.02% Reduce -6.1% 7,081 $935K
Bank of Nova Scotia Trust Co. 0.10% Reduce -1.1% 7,075 $934K
Allstate Corp. 0.03% Reduce -26.3% 7,048 $931K
Nations Financial Group Inc, /Ia/ 0.07% Add +0.4% 7,018 $927K
RBF Capital, LLC 0.06% No change 7,000 $924K
Commerzbank Aktiengesellschaft 0.02% Reduce -18.7% 6,992 $924K
Roman Butler Fullerton & Co. 0.36% Add +1.3% 8,591 $924K
Greenleaf Trust 0.01% Add +14.5% 6,987 $923K
MQS Management LLC 0.53% New 6,956 $919K
Copperwynd Financial, LLC 0.25% Add +22.0% 6,949 $918K
Guidance Capital, Inc. 0.28% Add +17.2% 7,678 $913K
EverSource Wealth Advisors, LLC 0.05% Add +9.5% 6,894 $910K
Coldstream Capital Management Inc. 0.02% Reduce -13.9% 6,830 $902K
Ascent Group, LLC 0.04% Add +19.1% 6,800 $898K
MIdWestOne Financial Group, Inc. 0.13% Add +2.5% 6,745 $891K
Mutual Advisors, LLC 0.03% Add +15.2% 7,795 $888K
Transamerica Financial Advisors, LLC 0.09% Add +383.4% 6,710 $887K
IHT Wealth Management, LLC 0.03% Add +1.7% 6,607 $873K
Procyon Advisors, LLC 0.05% New 6,606 $872K
Allworth Financial LP 0.00% Add +0.6% 7,658 $868K
FORA Capital, LLC 0.09% New 6,558 $866K
Twin Capital Management Inc. 0.10% Reduce -70.8% 6,551 $865K
Hennion & Walsh Asset Management, Inc. 0.04% Add +2.9% 6,523 $861K
Koshinski Asset Management, Inc. 0.07% Add +7.3% 6,508 $860K
Waverly Advisors, LLC 0.01% Add +3.3% 6,499 $858K
Parallax Volatility Advisers, L.P. 0.03% Reduce -88.2% 6,489 $857K
Cutter & CO Brokerage, Inc. 0.20% New 6,477 $855K
Meeder Advisory Services, Inc. 0.05% Add +11.7% 6,470 $854K
Belpointe Asset Management LLC 0.04% Reduce -30.3% 6,464 $854K
Harbor Capital Advisors, Inc. 0.04% Add +1995.1% 6,432 $849K
Manske Wealth Management 0.32% Add +2.9% 6,412 $847K
Y-Intercept (Hong Kong) Ltd 0.06% New 6,409 $846K
Personal Cfo Solutions, LLC 0.17% Reduce -4.8% 6,401 $845K
Ballast, Inc. 0.24% Add +1.1% 6,308 $833K
Essex Investment Management Co. LLC 0.17% Reduce -5.4% 6,302 $832K
Rothschild Investment LLC 0.06% Add +5.1% 6,298 $832K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -1.0% 6,269 $828K
Berger Financial Group, Inc 0.06% Reduce -5.7% 6,208 $820K
Confluence Wealth Services, Inc. 0.05% Reduce -0.2% 7,082 $811K
Ballew Advisors, Inc 0.54% No change 7,300 $808K
LMR Partners LLP 0.02% Reduce -62.6% 6,114 $807K
Nicholas Wealth, LLC. 0.84% Reduce -17.9% 6,096 $805K
Snowden Capital Advisors LLC 0.03% Add +3.9% 6,071 $802K
Avos Capital Management, LLC 0.53% Add +0.7% 6,039 $798K
Linscomb Wealth, Inc. 0.04% Reduce -1.3% 6,031 $796K
Checchi Capital Advisers, LLC 0.06% Add +4.9% 6,014 $794K
Brookstone Capital Management 0.01% Reduce -25.8% 5,988 $791K
Hennessy Advisors Inc. 0.03% Reduce -75.8% 5,950 $786K
Fearless Solutions, LLC dba Best Invest 0.61% Add +0.1% 5,898 $779K
Tiaa Trust, National Association 0.00% Add +41.7% 5,890 $778K
Forum Financial Management, LP 0.01% Reduce -7.9% 5,861 $774K
Kennondale Capital Management LLC 0.84% No change 5,825 $769K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 5,800 $766K
Elevated Capital Advisors, LLC 0.21% Add +2.9% 5,777 $763K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -31.0% 5,720 $755K
Principal Securities, Inc. 0.02% No change 6,142 $753K
Red Cedar Investment Management, LLC 0.10% No change 5,697 $752K
Larson Financial Group LLC 0.04% Add +7.8% 5,690 $751K
CreativeOne Wealth, LLC 0.02% Reduce -52.8% 5,646 $746K
Strait & Sound Wealth Management LLC 0.35% Add +43.6% 5,625 $743K
Lewis Asset Management, LLC 0.61% Add +0.6% 5,609 $741K
Mufg Securities Americas Inc. 0.09% Add +19.9% 5,604 $740K
Florida Trust Wealth Management Co 0.02% No change 5,581 $737K
Pinnacle Wealth Planning Services, Inc. 0.11% Add +1.4% 5,541 $732K
L.M. Kohn & Company 0.19% Add +0.7% 5,530 $730K
Heartland Bank & Trust Co 0.37% Add +23.4% 5,510 $728K
Quad-Cities Investment Group, LLC 0.36% Add +0.5% 5,507 $727K
Argyle Capital Management, LLC 0.27% No change 5,500 $726K
Jefferies Financial Group Inc. 0.01% Add +8.7% 5,482 $724K
Pekin Hardy Strauss, Inc. 0.09% Reduce -3.5% 5,460 $721K
Horizon Investments, LLC 0.02% Add +1.8% 5,456 $721K
McCarter Private Wealth Services LLC 0.47% Add +3.5% 5,410 $714K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -1.8% 5,346 $706K
Zacks Investment Management 0.01% Add +16.0% 5,298 $700K
Tectonic Advisors LLC 0.04% Add +12.8% 5,263 $695K
Laraway Financial Advisors Inc 0.55% No change 5,213 $689K
Brady Martz Wealth Solutions, LLC 0.16% Reduce -0.7% 5,212 $688K
VCI Wealth Management LLC 0.29% New 5,168 $683K
Prudential PLC 0.00% Reduce -54.7% 5,168 $683K
Collective Family Office LLC 0.18% Reduce -2.5% 5,139 $679K
Segment Wealth Management, LLC 0.05% Add +3.1% 5,102 $674K
Wilsey Asset Management Inc. 0.13% Reduce -32.4% 5,070 $670K
Stratos Wealth Advisors, LLC 0.04% Reduce -47.0% 5,058 $668K
E&G Advisors, LLC 0.19% Reduce -0.1% 5,055 $668K
Leonteq Securities AG 0.05% Reduce -42.1% 5,028 $667K
Parsons Capital Management Inc. 0.04% Reduce -6.9% 5,015 $662K
OneDigital Investment Advisors LLC 0.01% Add +19.1% 5,014 $662K
Evernest Financial Advisors, LLC 0.24% Reduce -2.4% 5,000 $660K
Navigoe, LLC 0.57% No change 5,000 $660K
Financial Advocates Investment Management 0.05% Reduce -5.9% 4,991 $659K
Silver Coast Investments LLC 0.25% Reduce -2.2% 4,958 $655K
Guerra Advisors Inc 0.37% Reduce -31.9% 4,957 $655K
SG Americas Securities, LLC 0.00% Reduce -48.5% 4,946 $653K
New England Research & Management, Inc. 0.33% Reduce -1.0% 4,925 $650K
Adirondack Trust Co. 0.25% Reduce -5.7% 4,910 $648K
Perigon Wealth Management, LLC 0.02% Reduce -0.1% 4,872 $643K
Exchange Traded Concepts, LLC 0.01% Reduce -60.9% 4,870 $643K
Wedmont Private Capital 0.03% Reduce -12.5% 5,757 $637K
Sumitomo Life Insurance Co. 0.02% Add +1.4% 4,793 $633K
Chesapeake Wealth Management 0.23% Reduce -5.1% 4,793 $633K
Bangor Savings Bank 0.06% Reduce -5.4% 4,785 $632K
Atlas Capital Advisors Inc. 0.08% No change 4,756 $628K
Compound Planning, Inc. 0.03% Reduce -6.3% 4,739 $626K
Moran Wealth Management, LLC 0.02% Reduce -3.5% 4,727 $624K
Aster Capital Management (DIFC) Ltd 0.12% Add +20.9% 4,753 $621K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.1% 4,703 $621K
Financial Advisors Network, Inc. 0.10% Reduce -26.1% 4,700 $621K
Simmons Bank 0.05% Reduce -14.8% 4,699 $621K
Eads & Heald Wealth Management 0.31% Reduce -3.3% 4,696 $620K
Patrick M Sweeney & Associates, Inc. 0.46% No change 4,687 $619K
Ramirez Asset Management, Inc. 0.13% No change 4,665 $616K
Clarius Group, LLC 0.04% Reduce -5.7% 4,638 $613K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 4,617 $610K
Garrett Wealth Advisory Group, LLC 0.14% Add +7.2% 4,593 $607K
Rosenberg Matthew Hamilton 0.15% No change 4,588 $606K
KCM Investment Advisors LLC 0.02% Reduce -16.7% 4,580 $605K
DMC Group, LLC 0.49% Add +5.6% 4,574 $604K
St. Johns Investment Management Company, LLC 0.30% Reduce -12.9% 4,559 $602K
Park Capital Management, LLC / WI 0.70% Add +19.7% 4,556 $602K
Fullerton Fund Management Co Ltd. 0.04% New 4,555 $602K
Stonegate Investment Group, LLC 0.02% New 4,538 $599K
Institute for Wealth Management, LLC. 0.08% No change 4,532 $599K
Old Port Advisors 0.18% Reduce -11.7% 4,516 $596K
Denali Advisors LLC 0.07% Add +9.8% 4,500 $594K
Rockland Trust Co. 0.03% Reduce -4.5% 4,498 $594K
Evoke Wealth, LLC 0.02% Add +5.3% 4,497 $594K
Parallel Advisors, LLC 0.01% Add +14.4% 4,475 $591K
Kathmere Capital Management, LLC 0.05% Reduce -4.8% 4,455 $588K
Essex Financial Services, Inc. 0.04% Reduce -1.7% 4,451 $588K
Norden Group LLC 0.07% Reduce -7.5% 4,447 $587K
Csenge Advisory Group 0.03% Reduce -1.2% 5,336 $587K
Independent Financial Group, LLC 0.02% Reduce -30.5% 4,443 $587K
1ST Source Bank 0.03% Add +2.4% 4,440 $586K
MTM Investment Management, LLC 0.23% Reduce -5.5% 4,375 $585K
World Investment Advisors 0.02% Add +1.9% 4,407 $582K
Romano Brothers and Company 0.08% Reduce -7.4% 4,399 $581K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +1.1% 4,396 $581K
Hara Capital LLC 0.39% No change 4,395 $580K
Financial Counselors Inc. 0.01% Add +12.7% 4,391 $580K
Smith, Moore & Co. 0.05% Reduce -31.3% 4,371 $577K
Prudent Man Advisors, LLC 0.21% Add +1.9% 4,361 $576K
Wright Investors Service Inc. 0.19% Reduce -3.7% 4,361 $576K
TFG Advisers LLC 0.21% Reduce -8.5% 4,348 $574K
One Wealth Advisors, LLC 0.09% Reduce -1.6% 4,326 $571K
Tyche Wealth Partners LLC 0.12% New 4,288 $566K
Hollencrest Capital Management 0.02% No change 4,280 $565K
PAX Financial Group, LLC 0.10% Add +0.3% 4,274 $564K
Emerald Advisors, LLC 0.07% Add +13.7% 4,265 $563K
Diversify Advisory Services, LLC 0.04% Reduce -23.8% 4,874 $563K
Bayforest Capital Ltd 0.24% New 4,237 $560K
Loudon Investment Management, LLC 0.32% No change 4,219 $557K
Integrity Alliance, Llc. 0.02% New 4,193 $554K
Vontobel Holding Ltd. 0.00% Reduce -63.7% 4,188 $553K
Gradient Investments LLC 0.01% Reduce -9.3% 4,186 $553K
Northstar Advisory Group, LLC 0.36% No change 4,150 $548K
Quadrant Capital Group LLC 0.02% Add +79.6% 4,134 $546K
Wealth Management Associates, Inc. 0.23% No change 4,120 $544K
Lanark Financial, Inc. 0.05% — 4,104 $542K
Proffitt & Goodson Inc. 0.09% Add +1.8% 4,062 $536K
Kingswood Wealth Advisors, LLC 0.05% Reduce -36.6% 4,028 $536K
Pinion Investment Advisors, LLC 0.12% Add +28.6% 4,037 $533K
VAUGHAN & Co SECURITIES, INC. 0.33% Add +22.6% 4,021 $531K
Ruggaard & Associates LLC 0.23% No change 4,014 $530K
Cooper Financial Group 0.07% Add +11.9% 4,013 $530K
Mullaney, Keating & Wright, Inc. 0.36% No change 4,000 $528K
Bill Few Associates, Inc. 0.19% No change 3,991 $527K
Cornerstone Wealth Management, LLC 0.04% Add +0.1% 3,988 $527K
Armstrong Advisory Group, Inc. 0.04% No change 4,296 $527K
Parkside Financial Bank & Trust 0.07% Add +4.6% 3,975 $525K
Westwood Holdings Group Inc. 0.00% Reduce -98.3% 3,960 $523K
HM Payson & Co. 0.01% Add +5.2% 3,939 $520K
Leavell Investment Management, Inc. 0.03% No change 3,935 $520K
Journey Strategic Wealth LLC 0.02% Reduce -1.9% 3,917 $517K
Canada Post Corp Registered Pension Plan 0.23% No change 3,915 $517K
Realta Investment Advisors 0.24% Add +0.2% 3,912 $517K
Western Wealth Management, LLC 0.03% Reduce -0.0% 3,900 $515K
Coppell Advisory Solutions LLC 0.07% Add +0.8% 4,453 $514K
HighPoint Advisor Group LLC 0.03% Reduce -5.3% 4,420 $511K
Red Door Wealth Management, LLC 0.08% No change 3,840 $507K
PBMares Wealth Management LLC 0.10% No change 3,832 $506K
Quarry LP 0.13% Add +895.1% 3,831 $506K
Fiduciary Alliance LLC 0.05% Add +25.4% 3,818 $504K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.7% 3,800 $502K
Citizens Financial Group Inc. 0.01% Add +2.2% 3,798 $502K
Waterloo Capital, L.P. 0.05% Add +3.7% 3,794 $501K
Jackson Hole Capital Partners, LLC 0.10% No change 3,790 $501K
Burke & Herbert Bank & Trust Co. 0.12% No change 3,786 $500K
Petra Financial Advisors Inc. 0.41% Add +1.6% 3,780 $499K
Frank, Rimerman Advisors LLC 0.04% Reduce -0.6% 3,764 $497K
Maridea Wealth Management LLC 0.16% Add +0.2% 3,738 $494K
Quadrature Capital Ltd 0.01% Reduce -65.8% 3,723 $492K
Canal Capital Management, LLC 0.08% No change 3,717 $491K
Carnegie Investment Counsel 0.01% Add +17.9% 4,600 $491K
True North Advisors, LLC 0.09% Add +25.9% 3,708 $490K
Brave Asset Management Inc. 0.15% No change 3,705 $489K
Turning Point Benefit Group, Inc. 0.46% Add +58.0% 4,570 $487K
Stevens Capital Management LP 0.12% New 3,678 $486K
Eagle Harbor Asset Management Inc. 0.49% Reduce -8.6% 3,678 $486K
Claro Advisors Inc. 0.07% Add +0.2% 3,677 $486K
NorthRock Partners, LLC 0.02% Add +7.6% 3,675 $485K
CX Institutional 0.02% Reduce -57.5% 3,669 $485K
Summit Trail Advisors, LLC 0.02% Add +28.5% 3,646 $482K
Montecito Bank & Trust 0.08% No change 3,617 $478K
Penserra Capital Management LLC 0.01% Reduce -20.9% 3,622 $477K
Mission Wealth Management, LP 0.01% Reduce -18.1% 3,603 $476K
OneAscent Financial Services LLC 0.03% Add +19.1% 3,569 $473K
EWG Elevate Inc. 0.18% No change 3,572 $472K
Private Trust Co. NA 0.05% Add +9.6% 3,536 $467K
Goelzer Investment Management, Inc. 0.03% Reduce -11.2% 3,534 $467K
Chicago Partners Investment Group LLC 0.02% Reduce -4.7% 3,983 $466K
LRT Capital Management, LLC 0.32% Reduce -31.4% 3,522 $465K
Beta Wealth Group, Inc. 0.17% Add +0.1% 3,510 $464K
Dynamic Advisor Solutions LLC 0.02% New 3,498 $462K
HBK Sorce Advisory LLC 0.01% Add +2.4% 3,498 $462K
WealthTrust Axiom LLC 0.14% Add +1.9% 3,474 $459K
L2 Asset Management, LLC 0.09% Reduce -34.5% 3,467 $458K
Fulcrum Equity Management 0.50% Reduce -9.4% 3,462 $457K
Oppenheimer & Close, LLC 0.38% Add +0.6% 3,462 $457K
Keudell/Morrison Wealth Management 0.11% Reduce -1.7% 3,454 $456K
Means Investment Co., Inc. 0.05% Add +0.2% 3,427 $453K
Hilltop Holdings Inc. 0.03% Add +27.8% 3,416 $451K
Goldstone Financial Group, LLC 0.07% Reduce -1.0% 3,405 $450K
Plato Investment Management Ltd 0.04% Add +12.5% 3,367 $449K
Cladis Investment Advisory, LLC 0.32% Reduce -1.4% 3,400 $449K
Heritage Investors Management Corp. 0.02% Reduce -1.0% 3,397 $449K
Embree Financial Group 0.07% Add +0.8% 3,391 $448K
North Forty Two & Co. 0.49% No change 3,375 $446K
Appleton Partners Inc. 0.03% Reduce -3.9% 3,344 $442K
Forza Wealth Management, LLC 0.20% No change 3,346 $442K
First National Corp. /Ma/ 0.10% Reduce -11.9% 3,341 $441K
Lifeworks Advisors, LLC 0.07% Add +4.8% 3,322 $439K
Traynor Capital Management, Inc. 0.04% Reduce -8.3% 3,316 $438K
Ausdal Financial Partners, Inc. 0.03% Reduce -25.7% 3,313 $438K
Essex Bank 0.11% Reduce -0.5% 3,301 $436K
Gentry Private Wealth, LLC 0.35% New 3,262 $431K
Mather Group, Llc. 0.00% Reduce -8.3% 3,225 $426K
Vicus Capital 0.04% Reduce -0.2% 3,197 $422K
Sather Financial Group Inc 0.03% No change 3,194 $422K
Auxano Advisors, LLC 0.11% Reduce -1.1% 3,187 $421K
BankPlus Wealth Management LLC 0.31% Add +8.2% 3,185 $421K
Palumbo Wealth Management LLC 0.14% No change 3,174 $419K
Total Wealth Planning & Management, Inc. 0.43% Add +12.5% 3,174 $419K
Cigna Investments Inc. 0.08% Reduce -3.0% 3,174 $419K
Sunpointe, LLC 0.22% Reduce -1.0% 3,155 $417K
Lake Hills Wealth Management, LLC 0.29% Reduce -4.6% 3,141 $415K
Lee Danner & Bass Inc. 0.03% No change 3,118 $412K
SageView Advisory Group, LLC 0.02% Add +23.9% 3,111 $411K
Element Wealth, LLC 0.22% Add +0.5% 3,098 $409K
NFSG Corp 0.10% Reduce -26.8% 3,088 $408K
Phoenix Wealth Advisors 0.18% Reduce -3.6% 3,085 $407K
LGT Group Foundation 0.01% Add +38.6% 3,050 $403K
GMO 0.00% Reduce -85.4% 3,045 $402K
Sovereign Financial Group, Inc. 0.09% Reduce -0.3% 3,040 $401K
Occidental Asset Management, LLC 0.06% Add +16.5% 3,034 $401K
Exencial Wealth Advisors, LLC 0.01% Add +1.9% 3,033 $401K
Guinness Atkinson Asset Management Inc 0.22% Reduce -4.6% 3,004 $397K
Harbour Investments, Inc. 0.01% Add +5.9% 3,002 $396K
Sharp Wealth Advisory, LLC 0.30% Reduce -25.0% 3,001 $396K
Pickering Energy Partners LP 5.82% New 3,000 $396K
Yukon Wealth Management, Inc. 0.16% — 3,000 $396K
Azimuth Capital Investment Management LLC 0.02% Reduce -1.0% 3,000 $396K
Magnolia Capital Management Ltd. 0.34% No change 3,000 $396K
Ameritas Advisory Services, LLC 0.02% Add +1.4% 3,124 $390K
Dark Forest Capital Management LP 0.02% Reduce -67.3% 2,950 $390K
First Financial Bankshares Inc 0.01% No change 2,947 $389K
Silvia McColl Wealth Management, LLC 0.29% No change 2,930 $387K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.3% 2,910 $384K
ARS Wealth Advisors Group, LLC 0.05% Reduce -3.3% 2,900 $383K
Central Pacific Bank - Trust Division 0.06% Add +315.0% 2,897 $383K
Diligent Investors, LLC 0.09% Add +9.5% 2,888 $381K
Savvy Advisors, Inc. 0.04% Add +3.9% 2,863 $378K
City National Bank of Florida 0.34% Add +0.9% 2,861 $378K
Simplicity Wealth,LLC 0.03% Add +0.9% 2,861 $378K
Tranquility Partners, LLC 0.15% No change 2,854 $377K
Axxcess Wealth Management, LLC 0.01% No change 2,850 $376K
Capital Analysts, LLC 0.01% Reduce -2.2% 2,838 $375K
Compass Wealth Management LLC 0.10% Reduce -15.0% 2,838 $375K
Perpetual Ltd 0.00% Reduce -0.7% 2,832 $374K
Signaturefd, LLC 0.01% Reduce -5.0% 2,798 $370K
Grove Bank & Trust 0.05% Add +7.5% 2,779 $367K
Brighton Jones LLC 0.01% Add +19.0% 2,771 $366K
Boothbay Fund Management, LLC 0.01% Reduce -70.2% 2,769 $366K
Uhlmann Price Securities, LLC 0.27% Add +4.2% 2,745 $362K
Moisand Fitzgerald Tamayo, LLC 0.05% Add +174.3% 2,743 $362K
Verus Capital Partners, LLC 0.04% Add +3.9% 2,741 $362K
Perbak Capital Partners LLP 0.27% New 2,741 $362K
CW Advisors, LLC 0.00% New 2,733 $361K
Amova Asset Management Americas, Inc. 0.00% No change 2,720 $359K
Centaurus Financial, Inc. 0.02% Add +7.1% 2,711 $358K
TBH Global Asset Management, LLC 0.07% No change 2,705 $357K
Peregrine Asset Advisers, Inc. 0.13% No change 2,700 $357K
Stock Yards Bank & Trust Co. 0.01% Reduce -8.1% 2,692 $356K
Gerber, LLC 0.30% New 2,692 $356K
Financial Management Professionals, Inc. 0.05% Add +2.4% 2,687 $355K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.16% New 2,670 $353K
American Alpha Advisors, LLC 0.31% New 2,665 $352K
Gables Capital Management Inc. 0.17% No change 2,665 $352K
Cynosure Group, LLC 0.05% Add +3.9% 2,662 $352K
Independence Bank of Kentucky 0.05% Reduce -14.7% 2,660 $351K
Pacific Center for Financial Services 0.09% No change 2,657 $351K
HUB Investment Partners, LLC 0.01% Reduce -7.7% 2,641 $349K
Monument Capital Management 0.11% Add +2.8% 2,635 $348K
Founders Capital Management 0.22% No change 2,630 $347K
Parcion Private Wealth LLC 0.03% Add +53.9% 2,614 $345K
Crestwood Advisors Group, LLC 0.01% New 2,610 $345K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.6% 2,602 $344K
Covenant Asset Management, LLC 0.09% Reduce -79.2% 2,590 $342K
Rehmann Capital Advisory Group 0.02% Add +14.4% 2,583 $341K
Intrepid Financial Planning Group LLC 0.16% Reduce -1.9% 2,574 $340K
ProVise Management Group, LLC 0.03% Reduce -52.7% 2,574 $340K
Old North State Trust, LLC 0.22% No change 2,765 $339K
Petrus Trust Company, LTA 0.03% Reduce -38.2% 2,566 $339K
First Horizon Advisors, Inc. 0.01% Reduce -31.4% 2,565 $339K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -38.8% 2,524 $336K
Sagespring Wealth Partners, LLC 0.01% Add +42.3% 2,544 $336K
King Wealth Management Group 0.05% No change 2,542 $336K
AlphaStar Capital Management, LLC 0.03% Reduce -11.7% 2,543 $336K
Valeo Financial Advisors, LLC 0.01% Reduce -7.8% 2,538 $335K
Connecticut Wealth Management, LLC 0.02% Reduce -0.6% 2,531 $334K
Wellington Shields & Co., LLC 0.10% No change 2,500 $330K
Security National Bank 0.06% Add +67.5% 2,481 $328K
Precedent Wealth Partners, LLC 0.09% Reduce -2.2% 2,474 $327K
Crawford Investment Counsel Inc. 0.01% Add +23.8% 2,474 $327K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +7.0% 2,473 $327K
Angeles Wealth Management, LLC 0.03% Reduce -3.6% 2,463 $325K
Mesirow Financial Investment Management, Inc. 0.01% Add +4.2% 2,459 $325K
Meadow Creek Wealth Advisors LLC 0.24% Reduce -1.0% 2,443 $323K
Westpac Banking Corp. 0.02% Reduce -4.8% 2,439 $322K
Rovin Capital /Ut/ 0.10% Reduce -0.1% 2,441 $322K
Sfmg, LLC 0.03% Add +9.0% 2,431 $321K
Formidable Asset Management, LLC 0.05% Reduce -1.0% 2,420 $320K
iA Global Asset Management Inc. 0.01% Add +1.1% 2,413 $319K
Wealth Alliance Advisory Group, LLC 0.07% Add +0.8% 2,406 $318K
Drive Wealth Management, LLC 0.07% Reduce -62.6% 2,391 $316K
Transform Wealth, LLC 0.02% No change 2,379 $314K
Marex Group Ltd 0.01% Add +20.3% 2,374 $314K
Founders Financial Securities LLC 0.03% Reduce -8.8% 2,732 $313K
WealthBridge Capital Management, LLC 0.09% Reduce -5.0% 2,373 $313K
MBB Public Markets I LLC 0.04% New 2,368 $313K
Inspire Investing, LLC 0.04% Add +12.4% 2,367 $313K
Oder Investment Management, LLC 0.26% New 2,353 $311K
Catalyst Financial Partners LLC 0.06% Add +1.5% 2,338 $309K
TCTC Holdings, LLC 0.01% No change 2,334 $308K
Optimum Investment Advisors 0.14% Reduce -25.6% 2,325 $307K
Accel Wealth Management 0.11% Add +0.7% 2,317 $306K
Bfsg, LLC 0.04% Reduce -6.1% 2,314 $306K
Avior Wealth Management, LLC 0.01% Reduce -23.7% 2,312 $305K
Patten Group, Inc. 0.07% Add +1.3% 2,292 $303K
Composition Wealth, LLC 0.01% Add +2.4% 2,292 $303K
Trustmark Bank Trust Department 0.02% Reduce -30.0% 2,287 $302K
Strategic Blueprint, LLC 0.02% Reduce -1.5% 2,281 $301K
Transcend Capital Advisors, LLC 0.02% Add +28.3% 2,276 $301K
Good Steward Wealth Advisors,LLC 0.27% — 2,264 $299K
Brown Brothers Harriman & Co. 0.00% Add +1.4% 2,264 $299K
Elyxium Wealth, LLC 0.13% New 2,253 $298K
Silvercrest Asset Management Group LLC 0.00% New 2,248 $297K
Michels Family Financial, LLC 0.27% Reduce -0.6% 2,247 $297K
Advisors Capital Management, LLC 0.00% Reduce -14.4% 2,239 $296K
City Center Advisors, LLC 0.34% Reduce -19.3% 2,235 $295K
OneAscent Wealth Management LLC 0.13% Add +20.7% 2,232 $295K
Portside Wealth Group, LLC 0.05% Add +3.9% 2,230 $295K
Potentia Wealth 0.14% Reduce -24.4% 2,228 $294K
Abn Amro Investment Solutions 0.01% No change 2,223 $294K
Scissortail Wealth Management, LLC 0.08% No change 2,216 $293K
Armor Investment Advisors, LLC 0.12% No change 2,214 $292K
Cullinan Associates Inc. 0.02% Reduce -35.7% 2,200 $291K
Aua Capital Management, LLC 0.19% No change 2,194 $290K
Parisi Gray Wealth Management 0.09% Reduce -2.3% 2,183 $288K
Horizon Advisory Services, Inc. 0.16% Add +3.1% 2,182 $288K
Baker Ellis Asset Management LLC 0.04% No change 2,180 $288K
ABLE Financial Group, LLC 0.08% Add +0.6% 2,177 $288K
Sachetta, LLC 0.12% Reduce -17.4% 2,162 $286K
Acropolis Investment Management, LLC 0.02% Add +0.4% 2,149 $284K
SevenBridge Financial Group, LLC 0.06% Reduce -8.5% 2,163 $282K
Ascentis Independent Advisors 0.06% Add +6.2% 2,127 $281K
Silver Oak Securities, Incorporated 0.03% Reduce -47.4% 2,129 $280K
Nilsine Partners, LLC 0.03% Add +1.6% 2,099 $277K
Trilogy Capital Inc. 0.01% Reduce -62.7% 2,090 $276K
KDT Advisors, LLC 0.40% Reduce -21.2% 2,085 $275K
Mattern Wealth Management LLC 0.06% No change 2,083 $275K
Accurate Wealth Management, LLC 0.05% Reduce -14.2% 2,484 $275K
Guardian Wealth Advisors, LLC / NC 0.02% Add +5.1% 2,080 $275K
Hamilton Capital, LLC 0.02% Add +25.1% 2,080 $275K
Aviance Capital Partners, LLC 0.04% Reduce -2.4% 2,075 $274K
Davis R M Inc. 0.01% New 2,074 $274K
Dorsey & Whitney Trust CO LLC 0.02% Add +9.4% 2,071 $274K
Generali Investments, Management Co LLC 0.08% Reduce -6.4% 2,061 $272K
CSS LLC 0.05% Reduce -44.9% 2,060 $272K
Spire Wealth Management 0.01% Reduce -2.9% 2,057 $272K
AMG National Trust Bank 0.01% No change 2,050 $271K
RD Lewis Holdings, Inc. 0.31% Reduce -1.0% 2,268 $270K
NewEdge Wealth, LLC 0.00% Reduce -9.7% 2,038 $269K
Aigen Investment Management, LP 0.04% New 2,032 $268K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,029 $268K
Rwa Wealth Partners, LLC 0.00% Reduce -3.5% 2,028 $268K
ESL Trust Services, LLC 0.06% No change 2,025 $267K
TCFG Wealth Management, LLC 0.13% Add +0.9% 2,017 $266K
bLong Financial, LLC 0.24% No change 2,015 $266K
Proficio Capital Partners LLC 0.02% Add +4.6% 2,012 $266K
TCI Wealth Advisors, Inc. 0.02% Reduce -15.2% 2,011 $266K
QTR Family Wealth, LLC 0.20% — 2,008 $265K
Van Cleef Asset Management,Inc 0.03% No change 2,000 $264K
Great Lakes Advisors, LLC 0.00% New 1,999 $264K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,992 $263K
Modera Wealth Management, LLC 0.00% Reduce -16.0% 1,992 $263K
Visionary Wealth Advisors 0.02% Add +5.3% 1,975 $261K
Ledyard National Bank 0.03% Add +0.5% 1,970 $260K
Gries Financial LLC 0.05% Add +5.5% 1,966 $260K
Bank of Hawaii 0.01% New 1,958 $259K
TD Private Client Wealth LLC 0.01% Add +26.1% 1,940 $256K
Opal Wealth Advisors, LLC 0.08% New 1,931 $255K
United Community Bank 0.09% Add +15.1% 1,925 $254K
KG Capital Management 0.08% New 1,920 $254K
Vanguard Capital Wealth Advisors 0.31% No change 1,915 $253K
Focus Financial Network, Inc. 0.01% Reduce -9.8% 1,872 $247K
Colonial Trust Co / SC 0.04% Add +44.6% 1,870 $247K
Ancora Advisors LLC 0.01% Reduce -5.0% 1,852 $245K
Tradewinds, LLC. 0.07% Reduce -6.0% 1,849 $244K
Stoneridge Investment Partners LLC 0.21% Reduce -77.5% 1,844 $244K
Claret Asset Management Corp 0.05% No change 1,840 $243K
Avestar Capital, LLC 0.02% Reduce -0.6% 1,839 $243K
Florida Financial Advisors, LLC 0.10% Reduce -6.7% 1,824 $241K
Gladstone Institutional Advisory LLC 0.01% Add +9.4% 1,823 $241K
Haverford Trust Co 0.00% No change 1,819 $240K
Summit Financial, LLC 0.01% Add +4.6% 1,812 $239K
Washburn Capital Management, Inc. 0.16% Reduce -2.2% 1,810 $239K
Enterprise Bank & Trust Co 0.09% No change 1,810 $239K
Moneta Group Investment Advisors LLC 0.00% New 1,808 $239K
Fairbanks Capital Management, Inc. 0.15% No change 1,807 $239K
Goepper Burkhardt LLC 0.10% No change 1,800 $238K
Oak Asset Management, LLC 0.09% No change 1,799 $238K
Broadway Wealth Solutions, Inc. 0.17% Add +0.2% 1,795 $237K
Invst, LLC 0.03% Reduce -79.5% 1,792 $237K
Oxbow Advisors, LLC 0.03% Reduce -15.9% 1,792 $237K
LongView Wealth Management 0.07% Reduce -5.3% 1,791 $237K
Versant Capital Management, Inc 0.04% Add +17.4% 1,786 $236K
Ingalls & Snyder LLC 0.01% No change 1,783 $235K
Probity Advisors, Inc. 0.05% Reduce -2.7% 1,779 $235K
Cullen Investment Group, LTD. 0.04% No change 1,772 $234K
Patten & Patten Inc. 0.02% Reduce -1.4% 1,771 $234K
Shelton Capital Management 0.01% Reduce -3.9% 1,771 $234K
Barnes Pettey Financial Advisors, LLC 0.18% New 1,768 $234K
Childress Capital Advisors, LLC 0.07% Add +4.5% 1,763 $233K
XML Financial, LLC 0.02% No change 1,760 $232K
Jackson Square Capital, LLC 0.08% No change 1,752 $231K
Legacy Advisors, LLC 0.02% Add +4.3% 1,752 $231K
Paragon Capital Management Ltd 0.05% Add +0.9% 1,751 $231K
Greenberg Financial Group 0.10% — 931 $230K
Alta Advisers Ltd 0.10% New 1,742 $230K
UNIVEST FINANCIAL Corp 0.01% Add +6.1% 1,737 $229K
Magnetar Financial LLC 0.00% New 1,722 $227K
Trust Co. of Toledo NA 0.03% Reduce -3.4% 1,718 $227K
Schechter Investment Advisors, LLC 0.02% Add +0.4% 1,717 $227K
Sivia Capital Partners, LLC 0.11% New 1,707 $225K
Towne Trust Company, N.A 0.08% No change 1,700 $225K
Orrstown Financial Services Inc. 0.05% New 1,699 $224K
LCM Capital Management Inc 0.13% Reduce -0.1% 1,697 $224K
Balanced Wealth Group LLC 0.11% Add +0.9% 1,686 $223K
Concorde Asset Management, LLC 0.12% Reduce -0.2% 1,919 $222K
Searle & Co. 0.06% No change 1,658 $219K
Jeppson Wealth Management, LLC 0.08% No change 1,656 $219K
Associated Banc-Corp 0.01% New 1,655 $219K
Vestor Capital, LLC 0.02% Reduce -21.7% 1,650 $218K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.14% Add +6.5% 1,650 $218K
Schnieders Capital Management LLC 0.05% No change 1,648 $218K
Howard Bailey Securities, LLC 0.07% Reduce -10.9% 1,642 $217K
EPG Wealth Management LLC 0.06% New 1,642 $217K
Asset Allocation & Management Company, LLC 0.11% No change 1,634 $216K
Everhart Financial Group, Inc. 0.03% New 1,635 $216K
NDVR, Inc. 0.22% Reduce -12.0% 1,629 $215K
Deseret Mutual Benefit Administrators 0.11% Add +7.5% 1,628 $215K
SYM FINANCIAL Corp 0.03% New 1,624 $214K
Ferguson Wellman Capital Management, Inc. 0.00% New 1,624 $214K
Advisory Alpha, LLC 0.01% New 1,622 $214K
Ballentine Partners, LLC 0.00% Reduce -18.8% 1,618 $214K
CWA Asset Management Group, LLC 0.01% New 1,614 $213K
Arax Advisory Partners 0.01% Reduce -12.0% 1,611 $213K
Smith Salley Wealth Management 0.01% Reduce -1.9% 1,607 $212K
Strategic Financial Concepts, LLC 0.04% New 1,606 $212K
Thompson Siegel & Walmsley LLC 0.00% New 1,600 $211K
Baker Avenue Asset Management, LP 0.01% Reduce -9.8% 1,596 $211K
Farringdon Capital, Ltd. 0.11% New 1,593 $210K
Lowe Brockenbrough & Co. Inc. 0.01% New 1,593 $210K
Redwood Wealth Management Group, LLC 0.11% New 1,585 $209K
Narus Financial Partners, LLC 0.07% New 1,585 $209K
Silverlake Wealth Management LLC 0.08% New 1,582 $209K
CFO4Life Group, LLC 0.04% New 1,580 $209K
Peterson Wealth Services 0.07% Reduce -0.1% 1,578 $208K
Pin Oak Investment Advisors Inc. 0.16% Add +0.1% 1,584 $208K
Trueblood Wealth Management, LLC 0.10% Reduce -4.8% 1,562 $206K
Peoples Bank 0.14% No change 1,560 $206K
MV Capital Management, Inc. 0.02% Add +0.8% 1,559 $206K
Keel Point, LLC 0.02% New 1,558 $206K
Los Angeles Capital Management LLC 0.00% New 1,558 $206K
Apella Capital, LLC 0.01% Reduce -2.3% 1,768 $205K
Rappaport Reiches Capital Management, LLC 0.05% New 1,549 $205K
Commonwealth Financial Services, LLC 0.04% Reduce -33.9% 1,549 $205K
Clifford Swan Investment Counsel LLC 0.01% New 1,538 $203K
Philadelphia Trust Co. 0.02% Reduce -11.5% 1,534 $203K
Stratos Investment Management, LLC 0.01% New 1,535 $203K
PDS Planning, Inc 0.02% New 1,534 $203K
Venture Visionary Partners LLC 0.01% Reduce -6.9% 1,525 $201K
Quotient Wealth Partners, LLC 0.01% New 1,524 $201K
Banco Santander, S.A. 0.00% New 1,523 $201K
Cary Street Partners Financial LLC 0.01% Add +3.0% 1,519 $201K
Monetary Management Group Inc. 0.05% No change 1,500 $198K
Morse Asset Management, Inc 0.05% New 1,500 $198K
Sava Infond d.o.o. 0.04% No change 1,500 $198K
Assetmark, Inc. 0.00% Add +17.3% 1,490 $197K
Lindbrook Capital, LLC 0.02% Reduce -0.8% 1,477 $195K
State of Wyoming 0.03% Add +1.7% 1,473 $195K
City State Bank 0.06% No change 1,455 $192K
HHM Wealth Advisors, LLC 0.02% No change 1,400 $185K
1620 Investment Advisors, Inc. 0.14% Reduce -0.8% 1,378 $182K
Kozak & Associates, Inc. 0.04% Add +0.9% 1,632 $180K
GeoWealth Management, LLC 0.01% Reduce -10.5% 1,361 $180K
West Oak Capital, LLC 0.10% Add +22.7% 1,350 $178K
Hurley Capital, LLC 0.13% No change 1,259 $166K
Continuum Advisory, LLC 0.02% Add +7.6% 1,222 $161K
First Community Trust NA 0.14% No change 1,200 $158K
Brooklyn Investment Group 0.03% Reduce -20.6% 1,192 $157K
Salem Investment Counselors Inc. 0.01% Add +3.8% 1,172 $155K
CoreCap Advisors, LLC 0.01% Reduce -3.1% 1,144 $151K
Simplex Trading, LLC 0.01% Reduce -92.8% 1,146 $151K
Webster Bank, N. A. 0.02% No change 1,133 $150K
Strengthening Families & Communities, LLC 0.09% Reduce -15.2% 1,111 $147K
Cromwell Holdings LLC 0.09% No change 1,107 $146K
Winch Advisory Services, LLC 0.04% Add +0.8% 1,103 $146K
Raiffeisen Bank International AG 0.00% Reduce -73.0% 1,050 $138K
Cheviot Value Management, LLC 0.02% New 1,151 $137K
Murphy & Mullick Capital Management Corp 0.13% No change 1,023 $135K
PFS Partners, LLC 0.07% Add +0.4% 1,020 $135K
Union Bancaire Privee, UBP SA 0.00% Reduce -10.5% 1,086 $134K
Wilmington Savings Fund Society, FSB 0.00% Reduce -19.3% 1,005 $133K
Blue Trust, Inc. 0.00% Add +0.6% 997 $132K
AlphaQuest LLC 0.01% Reduce -73.7% 994 $131K
Archer Investment Corp 0.03% No change 935 $123K
Bogart Wealth, LLC 0.01% Reduce -11.4% 910 $120K
Tanglewood Legacy Advisors, LLC 0.05% No change 910 $120K
Westside Investment Management, Inc. 0.03% Add +29.7% 886 $117K
Trust Co. of Vermont 0.01% Reduce -6.8% 870 $115K
Evermay Wealth Management LLC 0.01% No change 850 $112K
Smithfield Trust Co 0.01% No change 841 $112K
Lazard Asset Management LLC 0.00% Reduce -88.4% 858 $112K
CVA Family Office, LLC 0.02% Add +6.7% 847 $112K
Covestor Ltd 0.07% Add +33.3% 841 $111K
MCF Advisors LLC 0.01% Reduce -12.6% 834 $110K
Paladin Advisory Group, LLC 0.08% No change 800 $106K
Main Street Group, LTD 0.05% Add +0.3% 800 $106K
Zions Bancorporation, National Association 0.01% — 793 $105K
Carolinas Wealth Consulting LLC 0.02% Add +1.4% 792 $105K
Sentry Investment Management LLC 0.07% Reduce -23.0% 967 $103K
Hexagon Capital Partners LLC 0.02% Reduce -4.2% 757 $100K
N.E.W. Advisory Services LLC 0.01% New 754 $100K
Stonebridge Financial Group, LLC 0.01% Add +0.4% 748 $99K
GPS Wealth Strategies Group, LLC 0.01% Add +1.9% 737 $97K
GHP Investment Advisors, Inc. 0.00% Reduce -2.6% 721 $95K
2UniFi Bank 0.06% No change 723 $95K
Capital A Wealth Management, LLC 0.10% Reduce -0.1% 707 $93K
Fourth Dimension Wealth, LLC 0.04% No change 700 $92K
Riverview Trust Co 0.09% No change 691 $91K
CNB Bank 0.05% Reduce -0.1% 683 $90K
Quent Capital, LLC 0.01% Reduce -10.3% 658 $87K
Miller Wealth Advisors, LLC 0.05% Add +0.8% 630 $83K
Asset Dedication, LLC 0.01% No change 617 $81K
Arlington Trust Co LLC 0.02% No change 616 $81K
Garde Capital, Inc. 0.00% Reduce -39.4% 615 $81K
Core Alternative Capital 0.02% No change 614 $81K
Burkett Financial Services, LLC 0.03% Add +0.8% 605 $80K
Plante Moran Financial Advisors, LLC 0.01% Reduce -0.5% 603 $80K
HighMark Wealth Management LLC 0.05% No change 600 $79K
NBT Bank, N.A. 0.01% No change 586 $77K
Laurel Wealth Advisors LLC 0.01% No change 555 $73K
Heritage Wealth Advisors 0.00% No change 555 $73K
Medallion Wealth Advisors, LLC 0.03% No change 545 $72K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -5.1% 540 $71K
Ofi Invest Asset Management 0.00% Add +84.5% 583 $71K
JFS Wealth Advisors, LLC 0.00% Add +0.8% 536 $71K
Richards, Merrill & Peterson, Inc. 0.04% No change 520 $69K
Smallwood Wealth Investment Management, LLC 0.04% New 500 $66K
Truvestments Capital LLC 0.01% Reduce -62.5% 500 $66K
Chilton Capital Management LLC 0.00% No change 500 $66K
Flagship Wealth Advisors, LLC 0.03% No change 499 $66K
Eisler Capital Management Ltd. 0.00% Reduce -61.3% 494 $65K
Prestige Wealth Management Group LLC 0.01% No change 486 $64K
DT Investment Partners, LLC 0.01% No change 478 $63K
Montag A & Associates Inc. 0.00% Reduce -78.1% 456 $60K
Comprehensive Financial Planning, Inc. 0.06% Reduce -50.0% 450 $59K
Manchester Capital Management LLC 0.01% Add +54.0% 448 $59K
SBI Securities Co., Ltd. 0.00% Add +5.7% 448 $59K
Salomon & Ludwin, LLC 0.01% Add +952.4% 442 $58K
North Capital, Inc. 0.05% — 438 $58K
First Command Advisory Services, Inc. 0.00% Add +21.4% 437 $58K
Bank of New Hampshire 0.01% No change 430 $57K
Reyes Financial Architecture, Inc. 0.04% No change 422 $56K
MeadowBrook Investment Advisors LLC 0.05% No change 420 $55K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -71.8% 407 $54K
Quintet Private Bank (Europe) S.A. 0.00% No change 400 $53K
Pittenger & Anderson Inc. 0.00% No change 400 $53K
True Wealth Design, LLC 0.02% Add +702.0% 393 $52K
Cary Street Partners Investment Advisory LLC 0.03% Add +88.0% 393 $52K
Indiana Trust & Investment Management Co 0.02% No change 392 $52K
Concord Wealth Partners 0.01% Reduce -90.5% 391 $52K
Stone House Investment Management, LLC 0.01% New 382 $50K
Winnacle Wealth LLC 0.05% Reduce -94.9% 370 $49K
Private Wealth Asset Management, LLC 0.01% — 367 $48K
Millstone Evans Group, LLC 0.03% No change 361 $48K
CBIZ Investment Advisory Services, LLC 0.00% Add +2.3% 355 $47K
Farmers & Merchants Investments Inc. 0.00% No change 354 $47K
Key Financial Inc 0.01% Reduce -25.1% 347 $46K
Park Place Capital Corp 0.01% Add +10.3% 344 $45K
Ogorek Anthony Joseph /NY/ 0.01% New 334 $44K
Creative Capital Management Investments LLC 0.02% No change 333 $44K
Iron Horse Wealth Management, LLC 0.01% New 333 $44K
Glass Jacobson Investment Advisors llc 0.01% No change 357 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 328 $43K
Hemington Wealth Management 0.01% Add +39.9% 333 $43K
Ransom Advisory, Ltd 0.02% No change 322 $43K
WASHINGTON TRUST Co 0.00% Reduce -16.2% 311 $41K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 350 $40K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Add +1.0% 300 $40K
Golden State Wealth Management, LLC 0.01% Reduce -6.1% 292 $39K
Glen Eagle Advisors, LLC 0.01% No change 291 $38K
Richardson Financial Services Inc. 0.03% No change 280 $37K
LGT Financial Advisors LLC 0.11% New 271 $36K
Missouri Trust & Investment Co 0.01% No change 270 $36K
American Capital Advisory, LLC 0.02% No change 268 $35K
Crewe Advisors LLC 0.00% Reduce -31.3% 250 $33K
Compagnie Lombard Odier SCmA 0.00% No change 250 $33K
Duncker Streett & Co. Inc. 0.01% No change 249 $33K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 236 $31K
AdvisorNet Financial, Inc 0.00% Add +4.4% 236 $31K
Tradewinds Capital Management, LLC 0.01% No change 234 $31K
Boyd Watterson Asset Management LLC 0.01% Reduce -33.8% 233 $31K
GW&K Investment Management, LLC 0.00% Reduce -11.6% 228 $30K
Ameriflex Group, Inc. 0.01% No change 219 $29K
Hazlett, Burt & Watson, Inc. 0.01% Add +156.6% 213 $28K
Rise Advisors, LLC 0.01% Add +4.0% 209 $28K
Chesapeake Asset Management LLC 0.03% Reduce -2.4% 200 $26K
First Financial Corp. 0.01% No change 200 $26K
Gen-Wealth Partners Inc 0.01% No change 200 $26K
West Paces Advisors Inc. 0.01% No change 198 $26K
Wayfinding Financial, LLC 0.01% New 204 $26K
Canton Hathaway, LLC 0.01% No change 200 $26K
Bruce G. Allen Investments, LLC 0.02% No change 195 $26K
West Branch Capital LLC 0.01% Add +119.3% 182 $24K
Lowe Wealth Advisors, LLC 0.01% No change 181 $24K
Pflug Koory, LLC 0.01% No change 175 $23K
Legacy Wealth Managment, LLC 0.02% Add +86.0% 173 $23K
Tobam 0.01% Reduce -31.0% 167 $22K
Beacon Capital Management, LLC 0.00% Add +24.8% 166 $22K
WPG Advisers, LLC 0.02% Add +153.8% 165 $22K
LRI Investments, LLC 0.00% Add +94.1% 165 $22K
Private Wealth Management Group, LLC 0.01% Add +13.2% 163 $22K
Briaud Financial Planning Inc 0.01% No change 166 $21K
Kessler Investment Group, LLC 0.01% No change 157 $21K
Tidemark, LLC 0.01% No change 157 $21K
McIlrath & Eck, LLC 0.00% Reduce -13.9% 155 $20K
Center for Financial Planning, Inc. 0.00% No change 144 $19K
Whipplewood Advisors, LLC 0.01% Reduce -42.0% 69 $19K
Perkins Coie Trust Co 0.00% No change 135 $18K
Trifecta Capital Advisors, LLC 0.00% Add +362.1% 134 $18K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -12.2% 130 $17K
Clearstead Trust, LLC 0.00% New 128 $17K
Fortitude Family Office, LLC 0.01% No change 126 $17K
Saudi Central Bank 0.09% New 125 $17K
St Germain D J Co. Inc. 0.00% No change 125 $17K
SOA Wealth Advisors, LLC. 0.00% No change 124 $16K
Bell Investment Advisors, Inc 0.00% No change 121 $16K
Cornerstone Planning Group LLC 0.00% Add +16.8% 139 $16K
Rossby Financial, LCC 0.01% New 140 $16K
Meeder Asset Management Inc. 0.00% New 120 $16K
SWAN Capital LLC 0.01% No change 117 $15K
Raffa Wealth Management, LLC 0.00% Reduce -24.8% 115 $15K
Valued Wealth Advisors LLC 0.01% Reduce -3.5% 112 $15K
Wealth Preservation Advisors, LLC 0.01% — 110 $15K
Flaharty Asset Management, LLC 0.00% New 102 $13K
Pinnacle Bancorp, Inc. 0.00% No change 101 $13K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.06% No change 100 $13K
Berbice Capital Management LLC 0.01% New 100 $13K
Accredited Wealth Management, LLC 0.01% No change 100 $13K
Pinney & Scofield, Inc. 0.01% No change 100 $13K
VSM Wealth Advisory, LLC 0.00% No change 100 $13K
MorganRosel Wealth Management, LLC 0.00% New 100 $13K
DecisionPoint Financial, LLC 0.00% No change 100 $13K
Addison Advisors LLC 0.00% No change 100 $13K
Kimelman & Baird, LLC 0.00% No change 100 $13K
Roble, Belko & Company, Inc 0.00% No change 100 $13K
Global Financial Private Client, LLC 0.00% Add +43.3% 96 $13K
IAG Wealth Partners, LLC 0.00% No change 93 $12K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 91 $12K
Harvest Fund Management Co., Ltd 0.00% New 92 $12K
Frazier Financial Advisors, LLC 0.01% Reduce -2.2% 90 $12K
ORG Partners LLC 0.00% Reduce -84.7% 85 $11K
North Star Investment Management Corp. 0.00% Reduce -16.0% 84 $11K
Albion Financial Group 0.00% No change 82 $11K
Anderson Financial Strategies, LLC 0.01% Reduce -20.2% 79 $10K
Global Wealth Strategies & Associates 0.00% New 78 $10K
Brown, Lisle/Cummings, Inc. 0.00% Add +4.0% 78 $10K
City Holding Co. 0.00% New 78 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.8% 77 $10K
Atala Financial Inc 0.01% No change 77 $10K
First PREMIER Bank 0.00% No change 77 $10K
Sierra Ocean, LLC 0.01% Reduce -41.9% 75 $10K
Physician Wealth Advisors, Inc. 0.00% Add +25.0% 75 $10K
Kentucky Trust Co 0.01% No change 71 $9K
Dunhill Financial, LLC 0.00% Add +15.5% 67 $9K
General Partner, Inc. 0.01% No change 66 $9K
Harbor Investment Advisory, LLC 0.00% No change 64 $8K
SJS Investment Consulting Inc. 0.00% Add +62.2% 60 $8K
Cetera Trust Company, N.A 0.01% No change 60 $8K
Front Row Advisors LLC 0.00% No change 60 $8K
Kiker Wealth Management, LLC 0.01% New 59 $8K
Allianz SE 0.00% No change 57 $8K
Creative Financial Designs Inc. 0.00% Add +60.0% 56 $7K
Eastern Bank 0.00% New 52 $7K
West Financial Advisors, LLC 0.00% New 50 $7K
AllSquare Wealth Management LLC 0.00% No change 50 $7K
Highline Wealth Partners LLC 0.00% No change 49 $7K
Aspect Partners, LLC 0.00% No change 46 $6K
Tortoise Investment Management, LLC 0.00% No change 45 $6K
Wolff Wiese Magana LLC 0.00% No change 42 $6K
Costello Asset Management, INC 0.00% No change 38 $5K
Financial Network Wealth Advisors LLC 0.01% Add +300.0% 36 $5K
TFC Financial Management, Inc. 0.00% No change 34 $5K
Abound Wealth Management 0.00% Reduce -17.1% 34 $5K
Synergy Investment Management, LLC 0.00% No change 34 $4K
Caldwell Sutter Capital, Inc. 0.00% Reduce -23.3% 33 $4K
Holos Integrated Wealth LLC 0.00% No change 31 $4K
Kestra Investment Management, LLC 0.00% Reduce -70.6% 30 $4K
Colonial Trust Advisors 0.00% No change 30 $4K
Rakuten Securities, Inc. 0.00% Add +22.7% 27 $4K
Park Square Financial Group, LLC 0.00% No change 25 $3K
XY Capital Ltd 0.00% Reduce -58.3% 25 $3K
Atwood & Palmer Inc. 0.00% No change 25 $3K
Evolution Advisers, Inc. 0.00% New 25 $3K
Avion Wealth 0.00% No change 30 $3K
Mattson Financial Services, LLC 0.00% Reduce -92.2% 22 $3K
PFG Private Wealth Management, LLC 0.00% No change 21 $3K
Cedar Wealth Management, LLC 0.00% No change 21 $3K
Vermillion Wealth Management, Inc. 0.00% Add +5.0% 21 $3K
Elevation Wealth Partners, LLC 0.00% No change 20 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $3K
PayPay Securities Corp 0.15% Reduce -9.5% 19 $3K
Dogwood Wealth Management LLC 0.00% New 19 $3K
Red Tortoise LLC 0.00% Reduce -51.4% 18 $2K
Cape Investment Advisory, Inc. 0.00% No change 18 $2K
Roxbury Financial LLC 0.00% No change 18 $2K
Rialto Wealth Management, LLC 0.00% New 16 $2K
New England Capital Financial Advisors LLC 0.00% No change 15 $2K
Capital Advisors, Ltd. LLC 0.00% Add +6.7% 16 $2K
Hantz Financial Services, Inc. 0.00% Add +12.5% 18 $2K
Anfield Capital Management, LLC 0.00% No change 15 $2K
Greenline Partners, LLC 0.00% New 15 $2K
Tompkins Financial Corp. 0.00% No change 15 $2K
TD Capital Management LLC 0.00% No change 13 $2K
WealthTrak Capital Management LLC 0.00% Add +333.3% 13 $2K
Transce3nd, LLC 0.00% Reduce -97.3% 13 $2K
Hughes Financial Services, LLC 0.00% New 12 $2K
Davis Capital Management 0.00% No change 12 $2K
Activest Wealth Management 0.00% Add +1100.0% 12 $2K
Binnacle Investments Inc 0.00% — 11 $1K
S&T Bank 0.00% New 10 $1K
Nvwm, LLC 0.00% Add +11.1% 10 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 10 $1K
Pineridge Advisors LLC 0.00% Reduce -25.0% 9 $1K
Noble Wealth Management PBC 0.00% No change 9 $1K
WealthCollab, LLC 0.00% No change 8 $1K
Perritt Capital Management Inc 0.00% No change 7 $961
Parkworth Wealth Management, Inc. 0.00% No change 7 $924
Bay Harbor Wealth Management, LLC 0.00% New 7 $924
Delta Asset Management LLC 0.00% No change 7 $924
HFM Investment Advisors, LLC 0.00% — 6 $793
Broadwater Capital Management LLC 0.00% No change 6 $792
Bare Financial Services, Inc 0.00% New 6 $792
YANKCOM Partnership 0.00% No change 5 $660
Osterweis Capital Management Inc. 0.00% New 5 $660
Principia Wealth Advisory, LLC 0.00% Add +33.3% 4 $464
Eq Wealth Advisors, LLC 0.00% New 2 $264
Logan Capital Management Inc. 0.00% No change 2 $264
High Note Wealth, LLC 0.00% New 1 $132

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