Valero EnergyVLO

13F holders, Q2 2025 (June 30)
1,480holders +9
123new positions
110sold out
10famous investors
$134.48avg. 13F price*

At the end of Q2 2025, 1,480 institutions reported holding Valero Energy Corp. (VLO) in their 13F filings, up 9 from Q1 2025. 123 opened new positions and 110 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($3.7B) and State Street Corp. ($2.5B). 10 famous investors held it, including Chris Bloomstran (3.8% of Semper Augustus Investments's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions123$197.5M
Exits110$249.4M

All 13F filers, Q1 2025 → Q2 2025: 14,033,597 shares bought and 18,461,992 shares sold, net −4,428,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,480 holders

Vanguard Group Inc. 0.08% Reduce -1.4% 38,339,116 $5.2B
BlackRock, Inc. 0.07% Add +3.9% 27,273,229 $3.7B
State Street Corp. 0.09% Reduce -4.3% 18,723,090 $2.5B
Charles Schwab Investment Management Inc. 0.27% Add +2.5% 11,724,707 $1.6B
T. Rowe Price Associates Inc. 0.18% Add +7.8% 11,642,661 $1.6B
Geode Capital Management, LLC 0.08% Add +16.7% 8,141,511 $1.1B
Morgan Stanley 0.07% Reduce -0.1% 7,927,432 $1.1B
Norges Bank 0.10% Add +18.6% 6,155,260 $827.4M
Ameriprise Financial Inc. 0.20% Reduce -18.7% 6,131,787 $824.3M
Franklin Resources Inc. 0.18% Add +3.0% 5,024,322 $675.4M
FMR LLC 0.04% Add +5.8% 4,859,224 $653.2M
Royal Bank of Canada 0.12% Reduce -9.8% 4,719,153 $634.4M
Invesco Ltd. 0.09% Reduce -16.0% 4,122,333 $554.1M
Bank of America Corp. 0.04% Reduce -9.6% 4,048,367 $544.2M
Barclays PLC 0.21% Reduce -16.4% 3,934,075 $528.8M
Northern Trust Corp. 0.06% Reduce -2.9% 3,510,316 $471.9M
Dimensional Fund Advisors LP 0.11% Reduce -18.7% 3,423,523 $460.2M
Wellington Management Group LLP 0.08% Add +13.2% 3,074,337 $413.3M
Bank of New York Mellon Corp 0.07% Reduce -0.9% 2,906,212 $390.7M
JPMorgan Chase & Co. 0.03% Add +7.2% 2,826,009 $379.9M
Nuveen, LLC 0.10% Reduce -31.6% 2,742,331 $368.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +17.6% 2,515,783 $338.2M
Amundi 0.12% Add +3.3% 2,381,316 $331.4M
UBS Group AG 0.06% Add +14.6% 2,243,287 $301.5M
Pacer Advisors, Inc. 0.74% Reduce -26.9% 2,097,310 $281.9M
Legal & General Group Plc 0.06% Reduce -6.8% 1,860,944 $250.1M
Massachusetts Financial Services Co. 0.07% Add +4.0% 1,703,432 $229.0M
Montrusco Bolton Investments Inc. 2.48% Reduce -3.1% 1,664,007 $223.7M
Goldman Sachs Group Inc. 0.04% Reduce -17.3% 1,657,239 $222.8M
Victory Capital Management Inc. 0.14% Add +55.9% 1,551,293 $208.5M
Allspring Global Investments Holdings, LLC 0.33% Add +19.7% 1,449,814 $200.1M
Allianz Asset Management GmbH 0.27% Reduce -2.6% 1,475,044 $198.3M
1832 Asset Management L.P. 0.34% Add +20.5% 1,436,759 $193.1M
LSV Asset Management 0.43% Reduce -3.5% 1,354,190 $182.0M
AQR Capital Management 0.11% Reduce -29.4% 997,719 $134.1M
Raymond James Financial Inc. 0.05% Reduce -11.3% 985,013 $132.4M
Jacobs Levy Equity Management, Inc. 0.52% Add +425.2% 983,301 $132.2M
Swiss National Bank 0.08% Add +6.7% 952,900 $128.1M
Wells Fargo & Company 0.03% Reduce -4.9% 878,654 $118.1M
Citadel Advisors 0.10% Add +12.8% 821,858 $110.5M
Citigroup Inc. 0.08% Add +1.5% 812,224 $109.2M
Huntington National Bank 0.94% Add +1.4% 802,329 $107.8M
Deutsche Bank AG 0.04% Reduce -32.8% 741,908 $99.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +1.1% 725,478 $97.5M
HSBC Holdings PLC 0.06% Reduce -19.4% 691,422 $93.0M
BNP Paribas Financial Markets 0.07% Reduce -9.5% 683,176 $91.8M
Manufacturers Life Insurance Company, The 0.08% Reduce -5.4% 657,089 $88.3M
Rhumbline Advisers 0.07% Add +0.4% 632,721 $85.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +9.2% 612,167 $82.3M
Stifel Financial Corp. 0.08% Reduce -4.7% 597,835 $80.4M
Empower Advisory Group, LLC 0.23% Add +6.1% 577,850 $77.7M
California Public Employees Retirement System 0.05% Add +3.2% 566,948 $76.2M
Merewether Investment Management, LP 2.06% Add +47.0% 531,431 $71.4M
American Century Companies Inc. 0.04% Add +162.5% 523,692 $70.4M
Russell Investments Group, Ltd. 0.09% Add +55.0% 518,820 $69.7M
Millennium Management 0.06% Add +48.2% 517,058 $69.5M
Cincinnati Financial Corp. 1.47% No change 514,640 $69.2M
Bank of Montreal 0.03% Reduce -8.6% 506,432 $68.1M
LPL Financial LLC 0.02% Add +1.9% 481,763 $64.8M
Alliancebernstein L.P. 0.02% Reduce -4.8% 480,279 $64.6M
National Pension Service 0.06% Reduce -52.4% 473,969 $63.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Reduce -2.2% 471,469 $63.4M
Two Sigma Advisers, LP 0.12% Add +77.8% 450,900 $60.6M
Brandywine Global Investment Management, LLC 0.42% Reduce -7.9% 438,435 $58.9M
Royal London Asset Management Ltd. 0.13% Reduce -5.2% 429,257 $57.7M
Squarepoint Ops LLC 0.13% Add +1151.0% 428,689 $57.6M
O'shaughnessy Asset Management, LLC 0.39% Add +3.5% 424,902 $57.1M
Point72 Asset Management 0.14% New 423,134 $56.9M
California State Teachers Retirement System 0.06% Add +0.2% 377,724 $50.8M
Ensign Peak Advisors, Inc 0.09% Reduce -3.2% 375,828 $50.5M
Private Management Group Inc. 1.63% Add +0.2% 372,529 $50.1M
Prudential Financial Inc. 0.06% Reduce -50.5% 372,301 $50.0M
Principal Financial Group Inc. 0.03% Reduce -3.6% 359,452 $48.3M
Cincinnati Insurance Co. 0.81% No change 356,538 $47.9M
M&T Bank Corp 0.16% Reduce -0.9% 352,928 $47.4M
Worldquant Millennium Advisors LLC 0.23% Add +6.2% 347,858 $46.8M
AustralianSuper Pty Ltd 0.23% Reduce -18.7% 341,168 $45.9M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +9.3% 334,029 $44.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +7.9% 318,313 $42.8M
Envestnet Asset Management Inc. 0.01% Reduce -52.4% 301,210 $40.5M
Macquarie Group Ltd. 0.05% Add +7.4% 300,609 $40.4M
Robeco Institutional Asset Management B.V. 0.06% Add +57.9% 298,757 $40.2M
State Board of Administration of Florida Retirement System 0.07% Add +1.1% 295,528 $39.7M
Old Republic International Corp. 1.50% No change 284,500 $38.2M
Northwestern Mutual Wealth Management Co. 0.03% Add +6.8% 281,758 $37.9M
Canada Pension Plan Investment Board 0.03% Reduce -33.9% 279,303 $37.5M
Sei Investments Co. 0.04% Add +14.8% 269,043 $36.2M
Conning Inc. 1.29% Reduce -1.2% 265,334 $35.7M
First Trust Advisors LP 0.03% Reduce -19.1% 260,943 $35.1M
Van Eck Associates Corp. 0.04% Add +20.9% 260,014 $35.0M
Aviva PLC 0.07% Add +6.7% 239,120 $32.1M
Korea Investment CORP 0.07% Reduce -20.2% 233,110 $31.3M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -2.9% 231,900 $31.2M
New York State Teachers Retirement System 0.07% Reduce -8.3% 231,301 $31.1M
Panagora Asset Management Inc. 0.14% Add +1218.4% 228,030 $30.7M
Voya Investment Management LLC 0.04% Add +9.7% 227,996 $30.6M
KLP Kapitalforvaltning As 0.13% Add +0.3% 226,561 $30.5M
Voloridge Investment Management, LLC 0.11% Add +22.3% 226,471 $30.4M
Corient Private Wealth LP 0.04% Reduce -10.8% 224,443 $30.2M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -60.3% 223,494 $30.0M
State of Wisconsin Investment Board 0.07% Reduce -15.4% 216,287 $29.1M
Two Sigma Investments, LP 0.05% Add +278.2% 215,589 $29.0M
Freestone Grove Partners LP 0.21% New 211,794 $28.5M
Aware Super Pty Ltd as trustee of Aware Super 0.42% No change 211,192 $28.4M
Country Trust Bank 0.62% Add +0.6% 205,079 $27.6M
EP Wealth Advisors, LLC 0.18% Add +5.2% 203,092 $27.3M
CANADA LIFE ASSURANCE Co 0.04% Reduce -54.4% 201,135 $27.1M
Whittier Trust Co. 0.33% Add +7.5% 201,401 $27.1M
Natixis Advisors, LLC 0.04% Add +24.9% 200,914 $27.0M
Nan Shan Life Insurance Co., Ltd. 0.60% No change 200,544 $27.0M
Semper Augustus Investments 3.76% Add +4.3% 198,707 $26.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -34.5% 196,655 $26.4M
Empowered Funds, LLC 0.30% Reduce -8.3% 196,429 $26.4M
National Bank of Canada 0.03% Add +40.3% 192,504 $25.9M
Fort Washington Investment Advisors Inc. 0.15% Add +1.2% 192,127 $25.8M
Zurich Insurance Group Ltd 0.20% Add +8.7% 191,487 $25.7M
Solus Alternative Asset Management LP 10.29% Add +4.8% 189,577 $25.5M
US Bancorp \de 0.03% Reduce -2.6% 189,253 $25.4M
Pictet Asset Management Holding SA 0.03% Add +14.1% 187,980 $25.3M
Commonwealth Equity Services, LLC 0.03% Reduce -3.4% 187,773 $25.2M
KBC Group NV 0.07% Reduce -3.9% 187,522 $25.2M
Ceredex Value Advisors LLC 0.54% Reduce -25.0% 187,000 $25.1M
Janus Henderson Group PLC 0.01% Add +860.0% 185,275 $24.9M
Crossmark Global Holdings, Inc. 0.39% Add +18.0% 181,908 $24.5M
Recurrent Investment Advisors LLC 1.95% Add +0.2% 179,654 $24.1M
Pinnacle Financial Partners Inc 0.50% Add +16.4% 175,872 $23.6M
Achmea Investment Management B.V. 0.30% Reduce -12.8% 175,400 $23.6M
DekaBank Deutsche Girozentrale 0.04% Add +0.1% 175,852 $23.5M
Summit Street Capital Management, LLC 3.86% Reduce -2.3% 173,959 $23.4M
Neuberger Berman Group LLC 0.02% Reduce -0.5% 172,964 $23.2M
Truist Financial Corp. 0.03% Reduce -54.8% 171,844 $23.1M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.4% 166,220 $22.3M
Sonora Investment Management Group, LLC 1.63% Reduce -2.0% 163,122 $21.9M
Federated Hermes, Inc. 0.04% Add +15.7% 161,957 $21.8M
AE Wealth Management LLC 0.16% Add +1421.1% 161,066 $21.7M
Groupama Asset Managment 0.36% Add +9.9% 156,852 $21.1M
Aberdeen Group plc 0.04% Add +8.4% 155,785 $21.1M
Mariner, LLC 0.03% Add +16.2% 155,715 $20.9M
Cullen/Frost Bankers, Inc. 0.26% Add +2.4% 155,423 $20.9M
PNC Financial Services Group, Inc. 0.01% Add +1.6% 153,565 $20.6M
Nomura Asset Management Co. Ltd. 0.06% Add +4.7% 151,451 $20.4M
Sterling Capital Management LLC 0.28% Reduce -76.6% 148,079 $19.9M
Badgley Phelps Wealth Managers, LLC 0.44% Add +1.2% 147,483 $19.8M
HighTower Advisors, LLC 0.02% Add +4.5% 147,476 $19.8M
Public Employees Retirement System of Ohio 0.07% Add +2.0% 147,448 $19.8M
Captrust Financial Advisors 0.04% Add +6.7% 146,235 $19.7M
Treasurer of the State of North Carolina 0.06% Add +0.9% 145,810 $19.6M
Jones Financial Companies LLLP 0.01% Add +17.9% 144,143 $19.4M
Sanctuary Advisors, LLC 0.12% Add +2.0% 138,226 $18.6M
Cinctive Capital Management LP 1.04% Add +112.7% 137,778 $18.5M
D.A. Davidson & Co. 0.13% Add +97.9% 137,772 $18.5M
Nisa Investment Advisors, LLC 0.08% Reduce -0.5% 136,935 $18.4M
Aventail Capital Group, LP 0.81% No change 136,112 $18.3M
Baird Financial Group, Inc. 0.03% Reduce -13.3% 135,155 $18.2M
Vestcor Inc 0.54% Add +48.0% 132,882 $17.9M
Asset Management One Co., Ltd. 0.05% Add +1.1% 129,274 $17.4M
Mackenzie Financial Corp. 0.02% Reduce -2.1% 129,003 $17.3M
New York State Common Retirement Fund 0.02% Reduce -60.8% 129,000 $17.3M
Foster Victor Wealth Advisors, LLC 1.17% Add +4.4% 115,293 $17.2M
Toronto Dominion Bank 0.04% Add +14.7% 127,251 $17.1M
Bank of Nova Scotia 0.03% Reduce -2.5% 121,046 $16.3M
Assenagon Asset Management S.A. 0.03% Add +195.5% 119,614 $16.1M
Acadian Asset Management LLC 0.03% Add +15.3% 119,225 $16.0M
SouthState Bank Corp 0.69% Reduce -2.5% 117,094 $15.7M
Cibc World Market Inc. 0.03% Add +26.5% 116,834 $15.7M
NorthCrest Asset Manangement, LLC 0.42% Reduce -1.4% 107,202 $15.5M
TD Asset Management Inc 0.01% Reduce -17.0% 114,172 $15.3M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -20.3% 104,715 $15.1M
Aquatic Capital Management LLC 0.30% Reduce -19.6% 109,431 $14.7M
Federation des caisses Desjardins du Quebec 0.06% Add +42.2% 109,238 $14.7M
State of New Jersey Common Pension Fund D 0.06% Reduce -0.9% 107,917 $14.5M
Resona Asset Management Co.,Ltd. 0.07% Add +4.3% 107,871 $14.5M
Erste Asset Management GmbH 0.12% Add +17.5% 106,723 $14.4M
AMF Tjanstepension AB 0.10% No change 106,205 $14.3M
Susquehanna International Group, LLP 0.02% Add +57.9% 105,013 $14.1M
Rafferty Asset Management, LLC 0.05% Add +0.8% 104,682 $14.1M
Willis Investment Counsel 0.82% Add +13.7% 104,600 $14.1M
SG Americas Securities, LLC 0.06% Add +2000.4% 103,887 $14.0M
Creative Planning 0.01% Add +14.2% 103,731 $13.9M
Applied Finance Capital Management, LLC 0.93% Add +1.5% 101,260 $13.6M
Osaic Holdings, Inc. 0.02% Add +2.7% 99,529 $13.4M
Cetera Investment Advisers 0.02% Reduce -6.3% 97,847 $13.2M
Storebrand Asset Management As 0.04% Add +14.2% 97,753 $13.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -1.9% 97,373 $13.1M
State of Michigan Retirement System 0.07% Reduce -0.2% 97,162 $13.1M
Cerity Partners LLC 0.02% Reduce -7.3% 96,221 $12.9M
Rockefeller Capital Management L.P. 0.03% Add +14.9% 93,957 $12.6M
Verition Fund Management LLC 0.08% Add +19.7% 93,510 $12.6M
Quantinno Capital Management LP 0.05% Add +110.1% 92,491 $12.4M
Arizona State Retirement System 0.07% Reduce -1.1% 91,929 $12.4M
Kwmg, LLC 1.15% Add +4.3% 91,005 $12.2M
AXA S.A. 0.03% Add +36.2% 89,463 $12.0M
Pinnacle Associates Ltd. 0.17% Add +0.8% 89,017 $12.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% No change 88,671 $11.9M
Sound Income Strategies, LLC 0.67% Reduce -11.3% 86,779 $11.7M
Westchester Capital Management, Inc. 2.72% Reduce -0.1% 86,047 $11.6M
Whittier Trust Co. of Nevada Inc. 0.26% Add +5.8% 85,770 $11.5M
Sagefield Capital LP 1.60% Add +58.3% 85,176 $11.4M
Adell Harriman & Carpenter Inc. 0.75% Add +4.3% 84,616 $11.4M
Ieq Capital, LLC 0.07% Add +30.0% 84,526 $11.4M
Summit Financial Wealth Advisors, LLC 2.03% Reduce -4.0% 84,082 $11.3M
Wealthfront Advisers LLC 0.03% Add +9.7% 83,801 $11.3M
Richard C. Young & CO., LTD. 1.11% Add +1.6% 83,792 $11.3M
United Capital Management of KS, Inc. 1.75% Add +3.8% 83,030 $11.2M
Manning & Napier Advisors LLC 0.13% Reduce -7.1% 82,161 $11.0M
Jane Street Group, LLC 0.02% Reduce -30.8% 81,618 $11.0M
S.E.E.D. Planning Group LLC 3.43% Add +142.5% 81,298 $10.9M
Busey Bank 0.33% Reduce -1.5% 81,097 $10.9M
MetLife Investment Management, LLC 0.06% Reduce -3.0% 79,786 $10.7M
Adams Natural Resources Fund, Inc. 1.67% New 78,300 $10.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +6.1% 76,816 $10.3M
Czech National Bank 0.08% Add +5.3% 76,558 $10.3M
William B. Walkup & Associates, Inc. 5.99% Add +0.0% 75,612 $10.2M
ProShare Advisors LLC 0.02% Add +5.3% 75,429 $10.1M
Empire Life Investments Inc. 0.63% Reduce -11.1% 73,903 $9.9M
Beacon Pointe Advisors, LLC 0.10% Add +5.5% 73,790 $9.9M
Advisors Asset Management, Inc. 0.18% Reduce -6.0% 73,646 $9.9M
Gabelli Funds LLC 0.07% Add +15.3% 73,077 $9.8M
Hamilton Capital Partners Inc. 0.50% Add +26.9% 72,194 $9.7M
Comerica Bank 0.04% Reduce -1.6% 71,383 $9.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.4% 71,117 $9.6M
Agf Management Ltd. 0.04% Add +14.9% 70,392 $9.5M
Janney Montgomery Scott LLC 0.02% Reduce -3.5% 69,913 $9.4M
Calamos Advisors LLC 0.06% No change 69,603 $9.4M
State of Tennessee, Department of Treasury 0.03% Reduce -29.5% 68,935 $9.3M
Xponance LLC 0.08% Add +1.3% 68,639 $9.2M
Guinness Asset Management LTD 0.16% Reduce -9.8% 68,342 $9.2M
Retirement Systems of Alabama 0.03% Reduce -1.2% 67,207 $9.0M
Lighthouse Investment Partners, LLC 0.39% Add +120.4% 66,124 $8.9M
Adams Asset Advisors, LLC 1.27% Reduce -7.0% 65,962 $8.9M
Public Sector Pension Investment Board 0.04% Reduce -23.8% 64,485 $8.7M
Stephens Inc. 0.12% Add +2.1% 64,316 $8.6M
Cambria Investment Management, L.P. 0.58% Reduce -9.4% 64,157 $8.6M
Brevan Howard Capital Management LP 0.10% New 63,882 $8.6M
First National Trust Co 0.32% Reduce -1.4% 63,766 $8.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +8.2% 63,533 $8.5M
Sienna Gestion 0.59% Add +11.0% 69,350 $8.5M
Jennison Associates LLC 0.01% Reduce -42.8% 62,939 $8.5M
CIBC Private Wealth Group LLC 0.02% Reduce -39.7% 62,895 $8.5M
Lido Advisors, LLC 0.04% Reduce -1.5% 62,771 $8.4M
Paradiem, LLC 2.13% Reduce -15.9% 62,666 $8.4M
Bollard Group LLC 0.19% Add +9.5% 62,204 $8.4M
Narwhal Capital Management 0.67% Add +21.4% 61,730 $8.3M
DNB Asset Management AS 0.03% Add +1.7% 60,801 $8.2M
Amalgamated Bank 0.06% Reduce -1.3% 60,526 $8.1M
Community Bank & Trust, Waco, Texas 1.78% Add +0.6% 58,308 $7.8M
STRS Ohio 0.03% Reduce -52.1% 57,961 $7.8M
GF Fund Management Co. LTD. 0.16% Reduce -1.5% 57,716 $7.8M
Nordea Investment Management AB 0.01% Reduce -86.5% 57,343 $7.7M
Westbourne Investment Advisors, Inc. 2.35% Add +2.5% 57,508 $7.7M
Auxier Asset Management LLC 1.12% Reduce -0.3% 56,857 $7.6M
Hutchinson Capital Management 1.39% Reduce -1.8% 56,512 $7.6M
LMCG Investments, LLC 0.47% Reduce -16.4% 55,363 $7.4M
Teacher Retirement System of Texas 0.03% Reduce -41.5% 55,103 $7.4M
Spirit of America Management Corp. 1.54% Reduce -23.6% 54,834 $7.4M
Bailard, Inc. 0.17% Reduce -0.0% 54,326 $7.3M
Foundations Investment Advisors, LLC 0.12% Add +16.5% 54,150 $7.3M
IFM Investors Pty Ltd 0.07% Reduce -0.2% 54,150 $7.3M
Mercer Global Advisors Inc. 0.02% Reduce -31.9% 54,099 $7.3M
Glenview Trust Co 0.13% Add +6.1% 53,806 $7.2M
Yousif Capital Management, LLC 0.08% Add +1.4% 53,785 $7.2M
American National Bank & Trust 0.74% Add +0.6% 53,780 $7.2M
Voleon Capital Management LP 0.39% New 53,467 $7.2M
Avantax Advisory Services, Inc. 0.04% Reduce -3.7% 53,431 $7.2M
QRG Capital Management, Inc. 0.06% Reduce -43.5% 53,119 $7.1M
Washington Trust Bank 0.60% Add +4.4% 53,104 $7.1M
Guggenheim Capital LLC 0.06% Reduce -8.0% 52,730 $7.1M
Intech Investment Management LLC 0.07% Reduce -10.2% 52,340 $7.0M
Schonfeld Strategic Advisors LLC 0.05% Add +119.7% 52,340 $7.0M
HITE Hedge Asset Management LLC 0.40% Reduce -3.3% 51,918 $7.0M
Utah Retirement Systems 0.07% Reduce -1.0% 51,804 $7.0M
Pinebridge Investments, L.P. 0.06% Reduce -53.0% 51,521 $6.9M
Schroder Investment Management Group 0.01% Reduce -20.8% 50,890 $6.8M
Pathstone Holdings, LLC 0.03% Add +14.2% 50,246 $6.8M
Petredis Investment Advisors LLC 0.59% Add +1.4% 49,978 $6.7M
O'Brien Greene & Co. Inc 2.20% Reduce -3.8% 49,950 $6.7M
Advisory Resource Group 1.28% Add +2.8% 49,710 $6.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -18.3% 49,481 $6.7M
Hancock Whitney Corp. 0.13% Add +6.4% 49,464 $6.6M
Texas Yale Capital Corp. 0.22% Reduce -9.9% 49,370 $6.6M
Vanguard Personalized Indexing Management, LLC 0.07% Add +19.1% 49,195 $6.6M
Thrivent Financial for Lutherans 0.01% Add +16.8% 48,377 $6.5M
Daiwa Securities Group Inc. 0.02% Add +6.3% 48,376 $6.5M
CIBC Asset Management Inc 0.02% Reduce -7.5% 48,365 $6.5M
Carmel Capital Management L.L.C. 2.19% No change 48,311 $6.5M
Mediolanum International Funds Ltd 0.08% Reduce -55.2% 47,782 $6.4M
Integrated Wealth Concepts LLC 0.06% Add +2.1% 47,832 $6.4M
AlTi Global, Inc. 0.16% Reduce -4.2% 44,877 $6.4M
Fiduciary Trust Co 0.08% Reduce -4.5% 47,535 $6.4M
Police & Firemen's Retirement System of New Jersey 0.06% Add +2.8% 47,399 $6.4M
New York Life Investment Management LLC 0.06% Add +0.1% 47,003 $6.3M
Kestra Advisory Services, LLC 0.03% Reduce -6.0% 46,946 $6.3M
Engineers Gate Manager LP 0.08% New 46,065 $6.2M
Capital Investment Advisors, LLC 0.11% Reduce -4.4% 45,880 $6.2M
Avantax Planning Partners, Inc. 0.19% Add +1.4% 45,440 $6.1M
Oppenheimer & Co. Inc. 0.08% Reduce -5.6% 44,928 $6.0M
Fusion Capital, LLC 2.06% Add +2.8% 44,908 $6.0M
Private Advisor Group, LLC 0.03% Reduce -2.3% 44,857 $6.0M
Focus Partners Wealth 0.01% Reduce -4.9% 44,557 $6.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +9.5% 44,378 $6.0M
Cincinnati Specialty Underwriters Insurance CO 1.56% No change 44,133 $5.9M
Cwm, LLC 0.02% Add +8.5% 42,999 $5.8M
Bell & Brown Wealth Advisors, LLC 2.05% Reduce -0.4% 42,640 $5.7M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.8% 42,294 $5.7M
Cresset Asset Management, LLC 0.03% Reduce -8.1% 42,074 $5.7M
Generali Asset Management SPA SGR 0.13% Reduce -33.0% 42,014 $5.6M
Jain Global LLC 0.09% New 41,781 $5.6M
Mutual of America Capital Management LLC 0.06% Reduce -2.6% 41,672 $5.6M
AG2R La Mondiale Gestion D'actifs 0.29% No change 41,553 $5.6M
Patton Albertson Miller Group, LLC 0.73% Add +1.9% 41,040 $5.5M
James Investment Research, Inc. 0.65% Reduce -4.5% 40,854 $5.5M
Clearbridge Investments, LLC 0.00% Add +20.3% 40,838 $5.5M
Annex Advisory Services, LLC 0.13% Reduce -2.8% 39,808 $5.4M
LBP Am SA 0.07% Add +283.9% 39,584 $5.3M
Cibc World Markets Corp. 0.04% Add +3.3% 39,463 $5.3M
Burney Co./ 0.18% Reduce -2.9% 39,450 $5.3M
Cambridge Financial Group, Inc. 2.67% Reduce -27.8% 39,420 $5.3M
Candriam S.C.A. 0.03% Reduce -63.9% 39,363 $5.3M
Gotham Asset Management 0.03% Add +17.9% 39,260 $5.3M
Swiss Life Asset Management Ltd 0.03% Add +5.3% 39,044 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Reduce -1.7% 38,970 $5.2M
Blair William & Co. 0.01% Reduce -2.4% 38,787 $5.2M
Atlantic Union Bankshares Corp 0.12% Add +82.7% 38,101 $5.1M
MML Investors Services, LLC 0.01% Reduce -5.0% 37,543 $5.0M
NewSquare Capital LLC 0.37% Add +4.3% 37,757 $5.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +67.0% 36,951 $5.0M
Primecap Management Co. 0.00% Reduce -32.9% 36,500 $4.9M
WP Advisors, LLC 1.34% Add +0.9% 36,248 $4.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -2.5% 35,782 $4.8M
GQG Partners LLC 0.01% Reduce -24.9% 35,722 $4.8M
Los Angeles Capital Management LLC 0.02% Add +2190.9% 35,692 $4.8M
Weiss Asset Management LP 0.09% New 35,540 $4.8M
State of Alaska, Department of Revenue 0.05% Reduce -4.8% 35,309 $4.7M
Thomasville National Bank 0.32% Add +1.0% 35,206 $4.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 35,149 $4.7M
SteelPeak Wealth, LLC 0.18% Add +0.1% 34,698 $4.7M
Ontario Teachers Pension Plan Board 0.10% Add +49.6% 34,691 $4.7M
Hudson Capital Management LLC 1.36% Add +3.3% 34,616 $4.7M
Central Bank & Trust Co. 0.76% Reduce -9.0% 34,466 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +20.1% 34,465 $4.6M
XTX Topco Ltd 0.19% New 34,387 $4.6M
Hourglass Capital, LLC 1.14% No change 34,345 $4.6M
Northwest Bancshares, Inc. 0.80% Add +3.7% 34,170 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -12.3% 34,152 $4.6M
Mizuho Markets Cayman LP 0.33% New 34,000 $4.6M
Woodline Partners LP 0.02% Add +26.7% 33,879 $4.6M
Advisory Services Network, LLC 0.07% Add +2.3% 33,020 $4.5M
Forvis Mazars Wealth Advisors, LLC 0.09% Add +7.0% 32,229 $4.3M
Viking Fund Management LLC 0.59% No change 32,000 $4.3M
Phoenix Financial Ltd. 0.06% Add +19.1% 31,781 $4.3M
Farmers Trust Co. 0.80% Add +2.0% 31,765 $4.3M
Douglas Lane & Associates, LLC 0.06% Add +1.0% 31,332 $4.2M
NewEdge Advisors, LLC 0.02% Reduce -19.2% 30,972 $4.2M
one8zero8, LLC 0.98% Reduce -2.5% 30,756 $4.1M
SVB Wealth LLC 0.22% Reduce -25.6% 30,520 $4.1M
NEOS Investment Management LLC 0.05% Add +21.5% 30,197 $4.1M
Beacon Investment Advisory Services, Inc. 0.18% Add +8.5% 30,152 $4.1M
Jump Financial, LLC 0.05% Add +159.7% 30,069 $4.0M
B. Metzler seel. Sohn & Co. AG 0.04% Add +4.0% 29,636 $4.0M
Montgomery Investment Management Inc. 1.54% Reduce -1.0% 29,590 $4.0M
Martingale Asset Management L P 0.10% Add +90.4% 29,419 $4.0M
Atria Investments, Inc 0.05% Reduce -39.4% 29,132 $3.9M
Shepherd Financial Partners LLC 0.41% Reduce -2.9% 29,036 $3.9M
Man Group plc 0.01% Add +1.6% 28,470 $3.8M
Intact Investment Management Inc. 0.13% Add +7.6% 28,400 $3.8M
Bokf, NA 0.06% Add +100.7% 28,098 $3.8M
Thoroughbred Financial Services, LLC 0.26% Reduce -24.7% 27,636 $3.7M
Wealth Advisory Solutions, LLC 0.93% Reduce -2.5% 27,247 $3.7M
Mirae Asset Securities (usa) Inc. 0.16% New 27,069 $3.6M
Commerce Bank 0.02% Reduce -0.2% 27,063 $3.6M
Oregon Public Employees Retirement Fund 0.06% Reduce -1.8% 27,061 $3.6M
UniSuper Management Pty Ltd 0.02% Reduce -2.5% 26,887 $3.6M
Highland Capital Management, LLC 0.19% Reduce -0.1% 26,671 $3.6M
Trinity Legacy Partners, LLC 0.87% Add +0.9% 25,009 $3.6M
Elo Mutual Pension Insurance Co 0.07% Reduce -19.2% 26,100 $3.5M
Cohen & Steers, Inc. 0.01% Reduce -72.8% 25,838 $3.5M
Walleye Capital LLC 0.04% Add +8.0% 25,835 $3.5M
Howard Capital Management, LLC 0.05% Add +0.4% 25,723 $3.5M
Resources Management Corp. /CT/ 0.47% Reduce -1.7% 25,637 $3.4M
IMA Advisory Services, Inc. 0.37% Add +1.9% 25,459 $3.4M
Knights of Columbus Asset Advisors LLC 0.21% Add +3.5% 25,263 $3.4M
CSU Producer Resources, Inc. 10.52% No change 25,059 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.5% 24,757 $3.3M
J. W. Coons Advisors, LLC 0.75% Reduce -8.3% 24,697 $3.3M
&partners 0.03% Add +24.9% 24,531 $3.3M
Wolverine Trading, LLC 0.08% Reduce -18.3% 24,297 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 24,308 $3.3M
Simplex Trading, LLC 0.09% Add +2018.6% 24,279 $3.3M
Motco 0.31% Reduce -17.4% 23,532 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -63.5% 23,958 $3.2M
Stanley-Laman Group, Ltd. 0.48% Reduce -8.3% 23,940 $3.2M
Pine Valley Investments Ltd Liability Co 0.19% Add +1.0% 23,538 $3.2M
Welch & Forbes LLC 0.04% Reduce -1.4% 23,497 $3.2M
Kestra Private Wealth Services, LLC 0.05% Add +4.7% 23,455 $3.2M
Mgo One Seven LLC 0.10% Add +5.6% 23,443 $3.2M
OP Asset Management Ltd 0.05% Add +3.8% 23,311 $3.1M
Entropy Technologies, LP 0.25% Reduce -20.1% 23,268 $3.1M
Signature Wealth Management Group 1.23% New 23,191 $3.1M
Teamwork Financial Advisors, LLC 0.38% Add +0.7% 23,178 $3.1M
Balyasny Asset Management L.P. 0.01% Add +145.4% 23,038 $3.1M
Caption Management, LLC 0.29% New 23,000 $3.1M
Scotia Capital Inc. 0.01% Reduce -1.0% 22,917 $3.1M
Cherokee Insurance Co 1.34% No change 22,850 $3.1M
Geneos Wealth Management Inc. 0.07% Add +6.8% 22,791 $3.1M
Sunbelt Securities, Inc. 0.27% Add +28.1% 24,598 $3.0M
Metis Global Partners, LLC 0.08% Add +3.7% 22,105 $3.0M
Foster & Motley Inc. 0.17% Reduce -2.4% 22,077 $3.0M
Convergence Investment Partners, LLC 0.75% Add +13.1% 22,048 $3.0M
Orion Porfolio Solutions, LLC 0.03% Reduce -9.6% 21,965 $3.0M
Glenmede Investment Management, LP 0.01% — 21,923 $2.9M
Fourpath Capital Management, LLC 0.46% Reduce -2.4% 21,915 $2.9M
Mizuho Securities USA LLC 0.06% — 21,652 $2.9M
Bridgeway Capital Management, LLC 0.07% Reduce -2.3% 21,650 $2.9M
Community Trust & Investment Co. 0.17% Add +1.7% 21,634 $2.9M
Old Second National Bank of Aurora 0.63% Reduce -0.6% 21,592 $2.9M
CENTRAL TRUST Co 0.07% Reduce -1.7% 21,439 $2.9M
StoneX Group Inc. 0.14% Add +13.1% 21,177 $2.8M
Vident Advisory, LLC 0.03% Add +2.8% 20,440 $2.7M
Sequoia Financial Advisors, LLC 0.02% Add +7.5% 20,401 $2.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.22% No change 20,300 $2.7M
Uniplan Investment Counsel, Inc. 0.29% Reduce -9.6% 20,246 $2.7M
Kentucky Retirement Systems 0.08% Reduce -6.2% 20,227 $2.7M
Canal Insurance CO 0.60% Add +100.0% 20,000 $2.7M
Regions Financial Corp. 0.02% Add +0.0% 19,926 $2.7M
Barings LLC 0.06% Reduce -48.4% 19,903 $2.7M
Stratos Wealth Partners, LTD. 0.04% Add +5.7% 19,708 $2.6M
Gateway Investment Advisers LLC 0.03% Add +10.8% 19,536 $2.6M
Sendero Wealth Management, LLC 0.32% Reduce -4.4% 19,302 $2.6M
Smartleaf Asset Management LLC 0.23% Add +22.6% 19,038 $2.6M
Quadrant Private Wealth Management, LLC 0.53% Add +1.4% 19,066 $2.6M
Diversified Trust Co. 0.06% Reduce -1.2% 19,028 $2.6M
Hartford Investment Management Co. 0.08% Reduce -2.5% 18,863 $2.5M
Bahl & Gaynor LLC 0.01% Reduce -7.6% 18,835 $2.5M
Praxis Investment Management Inc. 0.16% Reduce -14.3% 18,770 $2.5M
Cypress Capital Group 0.31% Add +8.5% 18,723 $2.5M
Norinchukin Bank, The 0.04% Add +4.2% 18,703 $2.5M
Argonautica Private Wealth Management, Inc. 0.79% Reduce -3.5% 18,467 $2.5M
Prosperity Consulting Group, LLC 0.18% Reduce -4.7% 18,429 $2.5M
Dana Investment Advisors, Inc. 0.08% Reduce -0.8% 18,310 $2.5M
Interval Partners, LP 0.06% New 18,152 $2.4M
Heritage Wealth Management, Inc. 0.79% Reduce -6.3% 18,132 $2.4M
Mader & Shannon Wealth Management, Inc. 1.33% Add +0.5% 18,109 $2.4M
FineMark National Bank & Trust 0.08% Add +1.6% 18,063 $2.4M
Navellier & Associates Inc. 0.30% Reduce -0.1% 17,989 $2.4M
Banque Cantonale Vaudoise 0.10% Add +13.8% 17,908 $2.4M
Stiles Financial Services Inc 0.82% Add +8.9% 17,756 $2.4M
Tilia Fiduciary Partners, Inc. 1.46% Add +6.3% 17,756 $2.4M
Mathes Company, Inc. 0.89% Reduce -6.6% 17,695 $2.4M
Donaldson Capital Management, LLC 0.09% Reduce -4.6% 17,649 $2.4M
Maven Securities LTD 0.60% Reduce -43.4% 17,287 $2.3M
Anchor Investment Management, LLC 0.20% Add +20.5% 17,133 $2.3M
HB Wealth Management, LLC 0.02% Reduce -9.7% 16,887 $2.3M
Brown Advisory Inc. 0.00% Add +0.8% 16,875 $2.3M
Fruth Investment Management 0.61% No change 16,750 $2.3M
Beacon Investment Advisors LLC 0.97% Add +0.4% 16,676 $2.2M
Jacobi Capital Management LLC 0.15% Add +4.5% 16,593 $2.2M
Inscription Capital, LLC 0.32% Add +5.2% 16,548 $2.2M
Banco de Sabadell, S.A 1.54% Reduce -0.3% 16,517 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -2.9% 16,500 $2.2M
Graypoint LLC 0.12% Reduce -2.9% 16,415 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -2.6% 16,345 $2.2M
Bragg Financial Advisors, Inc 0.08% Reduce -1.4% 16,319 $2.2M
Savant Capital, LLC 0.02% Add +21.4% 16,251 $2.2M
CI Investments Inc. 0.01% Reduce -0.3% 16,234 $2.2M
Pinnacle Wealth Management Advisory Group, LLC 0.18% Add +0.9% 16,166 $2.2M
Siemens Fonds Invest GmbH 0.13% Reduce -0.5% 16,148 $2.2M
Prospera Financial Services Inc 0.04% Add +45.8% 16,089 $2.2M
Gulf International Bank (UK) Ltd 0.08% Reduce -13.2% 16,022 $2.2M
Moseley Investment Management Inc. 0.74% Add +3.9% 15,919 $2.1M
DRW Securities, LLC 0.15% Reduce -20.5% 15,894 $2.1M
Benjamin Edwards Inc. 0.03% Reduce -0.2% 15,719 $2.1M
BankPlus Trust Department 0.63% Add +11.6% 15,712 $2.1M
Bristlecone Advisors, LLC 0.18% Add +0.2% 15,655 $2.1M
Roundview Capital LLC 0.14% Reduce -2.6% 15,645 $2.1M
Fisher Asset Management 0.00% Reduce -4.7% 15,581 $2.1M
Hanson & Doremus Investment Management 0.28% Reduce -0.5% 15,569 $2.1M
Unison Advisors LLC 0.23% Add +1.1% 15,510 $2.1M
Merit Financial Group, LLC 0.02% Add +11.9% 15,492 $2.1M
X-Square Capital, LLC 0.75% Reduce -1.8% 15,452 $2.1M
Wesbanco Bank Inc. 0.06% Add +97.7% 15,450 $2.1M
Campbell & CO Investment Adviser LLC 0.13% New 15,381 $2.1M
Barrow Hanley Mewhinney & Strauss LLC 0.01% No change 15,326 $2.1M
Maryland State Retirement & Pension System 0.04% Add +2.8% 15,171 $2.0M
Mitchell & Pahl Private Wealth, LLC 0.90% Add +6.0% 15,075 $2.0M
Allworth Financial LP 0.01% Add +96.4% 15,042 $2.0M
MBM Wealth Consultants, LLC 0.54% Add +22.6% 15,015 $2.0M
Mariner Investment Group LLC 0.74% Add +20.0% 15,000 $2.0M
Orleans Capital Management Corp. 1.06% Add +3.5% 14,902 $2.0M
New Mexico Educational Retirement Board 0.07% No change 14,816 $2.0M
Nemes Rush Group LLC 0.22% Add +19.4% 14,687 $2.0M
Bank & Trust Co 1.56% Reduce -0.2% 14,614 $2.0M
Illinois Municipal Retirement Fund 0.03% Reduce -85.5% 14,447 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +7.7% 14,300 $1.9M
Concentric Capital Strategies, LP 0.11% New 14,265 $1.9M
Keybank National Association 0.01% Add +12.8% 14,100 $1.9M
Smith Group Asset Management, LLC 0.12% No change 14,000 $1.9M
D. E. Shaw & Co. 0.00% New 13,980 $1.9M
Intrust Bank NA 0.17% Reduce -2.1% 13,968 $1.9M
Fifth Third Bancorp 0.01% Reduce -1.4% 13,890 $1.9M
Moody Aldrich Partners LLC 0.36% No change 13,818 $1.9M
Synovus Financial Corp. 0.02% Add +20.3% 13,696 $1.8M
United Capital Financial Advisors, LLC 0.01% Reduce -3.5% 13,539 $1.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.05% Reduce -38.8% 13,504 $1.8M
Bar Harbor Wealth Management 0.12% No change 13,464 $1.8M
Old National Bancorp 0.03% Reduce -5.3% 13,430 $1.8M
Inceptionr LLC 0.42% New 13,426 $1.8M
Walleye Trading LLC 0.04% New 13,297 $1.8M
Fulton Bank, N.A. 0.07% Reduce -0.8% 13,293 $1.8M
Independent Solutions Wealth Management, LLC 0.35% Reduce -1.4% 13,250 $1.8M
Vinva Investment Management Ltd 0.05% Reduce -13.2% 13,100 $1.8M
Park Avenue Securities LLC 0.02% Reduce -19.1% 13,120 $1.8M
First Merchants Corp. 0.07% Reduce -15.9% 13,121 $1.8M
Renaissance Technologies 0.00% Reduce -88.9% 13,100 $1.8M
Independent Advisor Alliance 0.05% Reduce -2.7% 13,073 $1.8M
Harvest Portfolios Group Inc. 0.04% Add +0.3% 13,053 $1.8M
Syon Capital LLC 0.12% Add +7.2% 12,928 $1.7M
Ilex Capital Partners (UK) LLP 0.06% Reduce -47.4% 12,807 $1.7M
Exchange Capital Management, Inc. 0.26% Reduce -0.5% 12,775 $1.7M
Danske Bank A/S 0.00% Reduce -92.6% 12,731 $1.7M
Dakota Wealth Management 0.04% Add +23.4% 12,686 $1.7M
PFG Investments, LLC 0.10% Add +2.2% 12,681 $1.7M
Picton Mahoney Asset Management 0.02% New 12,650 $1.7M
Empirical Finance, LLC 0.09% Reduce -22.6% 12,613 $1.7M
Shell Asset Management Co. 0.06% Add +29.5% 12,587 $1.7M
Viawealth, LLC 1.00% Add +3.1% 12,572 $1.7M
GAMMA Investing LLC 0.11% Add +22.4% 12,567 $1.7M
WINTON GROUP Ltd 0.09% Add +47.3% 12,549 $1.7M
Profund Advisors LLC 0.06% Reduce -5.7% 12,538 $1.7M
Fifth Third Wealth Advisors LLC 0.07% Add +1.4% 12,524 $1.7M
Choreo, LLC 0.02% Add +7.0% 12,456 $1.7M
King Luther Capital Management Corp. 0.01% Add +10.1% 12,453 $1.7M
Caldwell Trust Co 0.17% Reduce -13.7% 12,394 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +8.9% 12,351 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Reduce -9.3% 12,312 $1.7M
Level Four Advisory Services, LLC 0.06% Reduce -7.8% 12,288 $1.7M
NorthCoast Asset Management LLC 0.01% Add +18.2% 12,246 $1.6M
TD Waterhouse Canada Inc. 0.01% Reduce -3.8% 11,923 $1.6M
Courier Capital LLC 0.10% Reduce -8.4% 12,173 $1.6M
OMERS ADMINISTRATION Corp 0.01% No change 12,110 $1.6M
Community Financial Services Group, LLC 0.32% Reduce -17.6% 12,100 $1.6M
Avos Capital Management, LLC 0.92% Add +99.2% 12,032 $1.6M
Measured Risk Portfolios, Inc. 1.80% Reduce -0.9% 11,963 $1.6M
Dynamic Technology Lab Private Ltd 0.22% New 11,941 $1.6M
Oak Thistle LLC 0.24% New 11,908 $1.6M
Huntleigh Advisors, Inc. 0.31% Reduce -20.1% 11,890 $1.6M
First Citizens Bank & Trust Co. 0.03% Add +17.1% 11,876 $1.6M
Mengis Capital Management, Inc. 0.34% Reduce -0.2% 11,854 $1.6M
Verdence Capital Advisors LLC 0.11% Reduce -0.3% 11,780 $1.6M
Becker Capital Management Inc. 0.05% Reduce -1.1% 11,772 $1.6M
Ethic Inc. 0.03% Add +13.0% 11,726 $1.6M
M&G PLC 0.01% Reduce -25.5% 11,721 $1.6M
River Street Advisors LLC 0.67% Add +1.9% 11,658 $1.6M
Intellectus Partners, LLC 0.34% Add +7.6% 11,649 $1.6M
Sowell Financial Services LLC 0.06% Add +5.8% 11,397 $1.5M
Fidelis Capital Partners, LLC 0.14% Reduce -6.8% 11,478 $1.5M
Paragon Capital Management Inc. 1.17% Reduce -0.5% 11,393 $1.5M
Smithbridge Asset Management Inc. 0.27% Reduce -5.2% 11,337 $1.5M
Stablepoint Partners, LLC 0.26% Reduce -6.0% 11,222 $1.5M
MRP Capital Investments, LLC 1.03% Reduce -0.8% 11,174 $1.5M
UMB Bank, n.a. 0.02% Reduce -4.2% 11,036 $1.5M
Ritholtz Wealth Management 0.03% Reduce -3.2% 10,972 $1.5M
Apollon Wealth Management, LLC 0.03% Add +34.9% 10,937 $1.5M
SeaCrest Wealth Management, LLC 0.16% Reduce -2.3% 10,835 $1.5M
Access Financial Services, Inc. 0.55% Add +0.4% 10,774 $1.4M
BCM Advisors, LLC 0.31% No change 10,000 $1.4M
Clearstead Advisors, LLC 0.02% Add +10.4% 10,726 $1.4M
Affinity Investment Advisors, LLC 1.09% Add +7.2% 10,713 $1.4M
Energy Income Partners, LLC 0.03% Reduce -1.8% 10,623 $1.4M
Threadgill Financial, LLC 0.76% No change 10,585 $1.4M
J.W. Cole Advisors, Inc. 0.03% Add +26.3% 10,571 $1.4M
Heartland Advisors Inc. 0.08% Reduce -60.3% 10,550 $1.4M
Heritage Trust Co 0.16% Add +3.2% 10,474 $1.4M
Commerzbank Aktiengesellschaft 0.03% Add +49.5% 10,450 $1.4M
Bleakley Financial Group, LLC 0.04% New 10,431 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -34.2% 10,409 $1.4M
Moody National Bank Trust Division 0.13% Reduce -0.9% 10,318 $1.4M
Equitable Holdings, Inc. 0.01% Add +13.8% 10,291 $1.4M
Peapack Gladstone Financial Corp. 0.02% Reduce -8.5% 10,284 $1.4M
Kingsview Wealth Management, LLC 0.02% Reduce -3.0% 10,246 $1.4M
Two Sigma Securities, LLC 0.17% New 10,210 $1.4M
Quantitative Investment Management, LLC 0.18% New 10,188 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -30.1% 10,165 $1.4M
Moors & Cabot, Inc. 0.06% Reduce -12.4% 10,120 $1.4M
Bessemer Group Inc. 0.00% Reduce -18.5% 10,012 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.8% 9,992 $1.3M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -5.5% 9,970 $1.3M
Argent Trust Co 0.05% Reduce -1.6% 9,958 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 9,913 $1.3M
Tower Research Capital LLC (TRC) 0.04% Reduce -60.5% 9,892 $1.3M
SIR Capital Management, L.P. 0.12% Reduce -89.5% 9,837 $1.3M
MIdWestOne Financial Group, Inc. 0.17% Add +45.5% 9,815 $1.3M
Oppenheimer Asset Management Inc. 0.02% Add +2.7% 9,814 $1.3M
Cornerstone Select Advisors, LLC 1.16% Reduce -5.5% 9,765 $1.3M
Freedom Investment Management, Inc. 0.10% Add +0.5% 9,722 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -8.8% 9,714 $1.3M
MGB Wealth Management, LLC 0.42% No change 9,575 $1.3M
Buckley Wealth Management, LLC 0.38% Reduce -0.3% 9,485 $1.3M
Capital Advisors Inc. 0.02% Reduce -8.7% 9,479 $1.3M
NewEdge Wealth, LLC 0.02% Add +370.6% 9,590 $1.3M
Legacy Bridge, LLC 0.60% No change 9,442 $1.3M
Alamar Capital Management, LLC 0.68% Reduce -4.2% 9,386 $1.3M
Providence Wealth Advisors, LLC 0.87% Add +1.9% 9,453 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -8.8% 9,378 $1.3M
SPC Financial, Inc. 0.11% Add +8.1% 9,372 $1.3M
Citizens National Bank Trust Department 0.25% Add +4.3% 9,335 $1.3M
Fox Run Management, L.L.C. 0.21% New 9,301 $1.3M
Flagship Harbor Advisors, LLC 0.06% Add +2.3% 9,285 $1.2M
Miller Howard Investments Inc. 0.04% Reduce -6.6% 9,187 $1.2M
GoalVest Advisory LLC 0.30% Add +3.4% 9,159 $1.2M
Roman Butler Fullerton & Co. 0.36% Add +0.7% 8,652 $1.2M
Kieckhefer Group LLC 0.66% Reduce -10.0% 9,000 $1.2M
Tidal Investments LLC 0.01% Reduce -63.6% 8,932 $1.2M
International Assets Investment Management, LLC 0.10% Reduce -27.0% 8,856 $1.2M
Wambolt & Associates, LLC 0.40% Reduce -7.9% 8,623 $1.2M
Banco BTG Pactual S.A. 0.24% New 8,850 $1.2M
Mutual Advisors, LLC 0.03% Add +6.8% 8,327 $1.2M
Farther Finance Advisors, LLC 0.02% Add +17.6% 8,745 $1.2M
Arkadios Wealth Advisors 0.04% Add +9.5% 8,658 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -27.1% 8,627 $1.2M
Coastline Trust Co 0.13% Reduce -7.5% 8,619 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -20.6% 8,587 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -6.5% 8,585 $1.2M
Cidel Asset Management Inc. 0.07% Add +10.5% 8,487 $1.1M
Wahed Invest LLC 0.17% Add +2.9% 8,486 $1.1M
Marino, Stram & Associates LLC 0.23% Add +1.9% 8,484 $1.1M
Capstone Investment Advisors, LLC 0.01% Add +1.9% 8,429 $1.1M
Leonteq Securities AG 0.07% Add +67.6% 8,428 $1.1M
Peddock Capital Advisors, LLC 0.26% Reduce -0.7% 8,308 $1.1M
EverSource Wealth Advisors, LLC 0.05% Add +20.5% 8,305 $1.1M
Pitcairn Co. 0.07% Reduce -16.8% 8,245 $1.1M
Cadence Bank 0.07% Add +0.6% 8,204 $1.1M
Archford Capital Strategies, LLC 0.14% Reduce -60.9% 8,120 $1.1M
Aptus Capital Advisors, LLC 0.01% Reduce -8.9% 8,054 $1.1M
MAI Capital Management 0.01% Add +3.3% 8,003 $1.1M
Field & Main Bank 0.35% Reduce -0.1% 7,972 $1.1M
First United Bank & Trust 0.37% Add +1.9% 7,951 $1.1M
Kornitzer Capital Management Inc. 0.02% No change 7,900 $1.1M
Catherine Avery Investment Management LLC 0.81% Reduce -6.5% 7,889 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.20% Reduce -0.4% 7,858 $1.1M
Ballew Advisors, Inc 0.63% No change 7,300 $1.1M
Mirabella Financial Services LLP 0.11% Reduce -67.1% 7,796 $1.1M
Atria Wealth Solutions, Inc. 0.02% Reduce -54.7% 7,767 $1.1M
Neumann Capital Management, LLC 0.33% No change 7,813 $1.1M
Wedmont Private Capital 0.04% Add +22.3% 7,038 $1.0M
Guidance Capital, Inc. 0.30% Add +1.9% 7,823 $1.0M
Investment Management Corp of Ontario 0.01% Reduce -14.5% 7,667 $1.0M
Tocqueville Asset Management L.P. 0.02% Reduce -0.5% 7,628 $1.0M
Greenfield Savings Bank 0.46% Reduce -5.7% 7,608 $1.0M
Cornerstone Advisors, LLC 0.04% No change 7,600 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.23% Reduce -9.2% 7,578 $1.0M
Ostrum Asset Management 0.05% Reduce -2.8% 7,577 $1.0M
GTS Securities LLC 0.05% Reduce -21.6% 7,572 $1.0M
Daymark Wealth Partners, LLC 0.04% Add +2.0% 7,518 $1.0M
USS Investment Management Ltd 0.01% No change 7,512 $1.0M
Infrastructure Capital Advisors, LLC 0.17% Reduce -96.7% 7,513 $1.0M
Quadrature Capital Ltd 0.02% Add +101.5% 7,502 $1.0M
Capital Planning Advisors, LLC 0.15% Reduce -14.2% 7,500 $1.0M
Atlantic Edge Private Wealth Management, LLC 0.28% Add +1.9% 7,487 $1.0M
Good Life Advisors, LLC 0.06% No change 7,449 $1.0M
Rodgers Brothers Inc. 0.12% Add +0.0% 7,357 $989K
Godshalk Welsh Capital Management, Inc. 0.61% Reduce -1.4% 7,325 $985K
Larson Financial Group LLC 0.04% Add +28.4% 7,309 $982K
Abc Arbitrage SA 0.11% New 7,298 $981K
Rexford Capital Inc. 0.81% — 7,254 $975K
Prudential PLC 0.01% Add +39.4% 7,206 $969K
Valeo Financial Advisors, LLC 0.02% Add +183.4% 7,193 $967K
Investors Research Corp 0.19% No change 7,154 $962K
Greenleaf Trust 0.01% Add +2.0% 7,126 $958K
Confluence Wealth Services, Inc. 0.05% No change 7,082 $952K
Bank of Nova Scotia Trust Co. 0.09% No change 7,075 $951K
Copperwynd Financial, LLC 0.24% Add +1.8% 7,072 $951K
Ables, Iannone, Moore & Associates, Inc. 0.59% Reduce -1.4% 7,054 $948K
Nations Financial Group Inc, /Ia/ 0.07% Add +0.3% 7,037 $946K
Principal Securities, Inc. 0.02% Add +14.5% 7,035 $946K
Sigma Planning Corp 0.03% Reduce -4.7% 7,033 $945K
Farmers & Merchants Trust Co of Chambersburg PA 0.29% Reduce -10.6% 7,011 $942K
RBF Capital, LLC 0.05% No change 7,000 $941K
Rothschild Investment LLC 0.06% Add +10.5% 6,959 $935K
Mufg Securities Americas Inc. 0.08% Add +23.9% 6,941 $933K
Fayez Sarofim & Co 0.00% Reduce -3.0% 6,921 $930K
Coldstream Capital Management Inc. 0.02% Add +1.0% 6,900 $928K
Kendall Capital Management 0.24% Reduce -3.8% 6,875 $924K
Belpointe Asset Management LLC 0.04% Add +6.1% 6,856 $922K
Wedbush Securities Inc. 0.03% Reduce -4.4% 6,818 $917K
Summit Trail Advisors, LLC 0.02% Add +87.0% 6,819 $917K
Point72 Hong Kong Ltd 0.06% New 6,802 $914K
Waverly Advisors, LLC 0.01% Add +4.1% 6,767 $910K
Concurrent Investment Advisors, LLC 0.02% Reduce -4.5% 6,766 $910K
JT Stratford LLC 0.14% Reduce -13.6% 6,705 $901K
V-Square Quantitative Management LLC 0.12% Reduce -9.1% 6,687 $899K
Avidian Wealth Enterprises, LLC 0.04% Reduce -14.0% 6,653 $894K
Transamerica Financial Advisors, LLC 0.08% Reduce -1.7% 6,597 $887K
Personal Cfo Solutions, LLC 0.16% Add +3.0% 6,593 $886K
Ballast, Inc. 0.23% Add +3.6% 6,536 $879K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Add +12.1% 6,500 $874K
Axxcess Wealth Management, LLC 0.02% Add +127.8% 6,493 $873K
Simplicity Wealth,LLC 0.04% Add +126.4% 6,477 $871K
Twin Capital Management Inc. 0.09% Reduce -1.2% 6,474 $870K
Nicholas Wealth, LLC. 0.76% Add +5.9% 6,456 $868K
Global Retirement Partners, LLC 0.02% — 6,437 $865K
Manske Wealth Management 0.29% No change 6,412 $862K
Ascent Group, LLC 0.03% Reduce -6.2% 6,376 $857K
Essex Investment Management Co. LLC 0.15% No change 6,302 $847K
IHT Wealth Management, LLC 0.02% Reduce -5.2% 6,265 $842K
CreativeOne Wealth, LLC 0.02% Add +10.4% 6,234 $838K
Berger Financial Group, Inc 0.05% Reduce -0.1% 6,201 $834K
Harbor Capital Advisors, Inc. 0.03% Reduce -5.7% 6,065 $815K
VCI Wealth Management LLC 0.28% Add +17.1% 6,054 $814K
Fearless Solutions, LLC dba Best Invest 0.57% Add +2.4% 6,038 $812K
Legacy Trust 0.20% Reduce -18.6% 6,034 $811K
Linscomb Wealth, Inc. 0.04% Reduce -0.2% 6,020 $809K
Hennessy Advisors Inc. 0.03% No change 5,950 $800K
MQS Management LLC 0.44% Reduce -15.1% 5,906 $794K
Guerra Advisors Inc 0.37% Add +18.3% 5,862 $788K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -10.7% 5,828 $783K
Kennondale Capital Management LLC 0.80% No change 5,825 $783K
Forum Financial Management, LP 0.01% Reduce -1.2% 5,793 $779K
Horizon Investments, LLC 0.01% Add +6.9% 5,831 $777K
Perbak Capital Partners LLP 0.18% Add +110.8% 5,778 $777K
Jackson Hole Capital Partners, LLC 0.14% Add +51.6% 5,746 $772K
Red Cedar Investment Management, LLC 0.10% No change 5,697 $766K
Brookstone Capital Management 0.01% Reduce -5.0% 5,688 $765K
Elevated Capital Advisors, LLC 0.21% No change 5,777 $763K
Lewis Asset Management, LLC 0.36% Add +1.1% 5,670 $762K
Evoke Wealth, LLC 0.02% Add +26.1% 5,669 $762K
Quad-Cities Investment Group, LLC 0.35% Add +2.9% 5,669 $762K
Procyon Advisors, LLC 0.07% Reduce -14.2% 5,667 $762K
Zacks Investment Management 0.01% Add +6.6% 5,649 $759K
Koshinski Asset Management, Inc. 0.06% Reduce -13.3% 5,642 $758K
Townsquare Capital LLC 0.07% Reduce -79.0% 5,585 $751K
Marex Group Ltd 0.01% Add +135.1% 5,582 $750K
Florida Trust Wealth Management Co 0.02% No change 5,581 $750K
Smith, Moore & Co. 0.06% Add +27.6% 5,577 $750K
Johnson Financial Group, Inc. 0.03% Reduce -21.9% 5,567 $748K
Tectonic Advisors LLC 0.04% Add +5.6% 5,559 $747K
Pinnacle Wealth Planning Services, Inc. 0.10% Add +0.3% 5,558 $747K
Compound Planning, Inc. 0.03% Add +17.2% 5,556 $747K
Argyle Capital Management, LLC 0.27% No change 5,500 $739K
Silver Coast Investments LLC 0.27% Add +10.9% 5,498 $739K
Meeder Advisory Services, Inc. 0.04% Reduce -15.1% 5,495 $739K
Pekin Hardy Strauss, Inc. 0.08% No change 5,460 $734K
Snowden Capital Advisors LLC 0.02% Reduce -10.5% 5,433 $730K
Venture Visionary Partners LLC 0.03% Add +255.6% 5,423 $729K
Summa Corp. 0.38% Reduce -86.6% 5,400 $726K
Sather Financial Group Inc 0.04% Add +68.9% 5,394 $725K
Brighton Jones LLC 0.02% Add +92.9% 5,346 $719K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 5,300 $712K
Collective Family Office LLC 0.18% Add +3.1% 5,296 $712K
Csenge Advisory Group 0.04% Add +3.1% 5,501 $709K
Quadrant Capital Group LLC 0.03% Add +26.8% 5,240 $704K
Simmons Bank 0.05% Add +11.1% 5,219 $702K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -30.9% 5,218 $701K
Symphony Financial, Ltd. Co. 0.09% New 5,068 $700K
McCarter Private Wealth Services LLC 0.40% Reduce -3.8% 5,202 $699K
Canada Post Corp Registered Pension Plan 0.04% Add +32.7% 5,195 $698K
Brady Martz Wealth Solutions, LLC 0.14% Reduce -0.3% 5,194 $698K
Laraway Financial Advisors Inc 0.53% Reduce -0.5% 5,188 $697K
Checchi Capital Advisers, LLC 0.05% Reduce -14.5% 5,142 $691K
Pallas Capital Advisors LLC 0.03% Reduce -38.0% 5,116 $688K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -10.8% 5,103 $686K
Essential Partners LLC 0.27% — 5,087 $684K
Turning Point Benefit Group, Inc. 0.52% Add +10.7% 5,059 $680K
E&G Advisors, LLC 0.18% Reduce -0.1% 5,050 $679K
Vise Technologies, Inc. 0.03% — 5,024 $675K
Parsons Capital Management Inc. 0.04% No change 5,015 $674K
Evernest Financial Advisors, LLC 0.22% No change 5,000 $672K
Navigoe, LLC 0.51% No change 5,000 $672K
Sunpointe, LLC 0.27% Add +58.3% 4,994 $671K
Patrick M Sweeney & Associates, Inc. 0.46% Reduce -1.1% 4,637 $670K
Segment Wealth Management, LLC 0.04% Reduce -3.0% 4,947 $665K
Vontobel Holding Ltd. 0.00% Add +18.1% 4,947 $665K
Citizens Financial Group Inc. 0.01% Add +29.9% 4,934 $663K
Lanark Financial, Inc. 0.05% Add +18.9% 4,879 $655K
Perigon Wealth Management, LLC 0.02% Reduce -0.1% 4,868 $654K
Eads & Heald Wealth Management 0.32% Add +3.3% 4,853 $652K
Bangor Savings Bank 0.06% Add +0.8% 4,822 $648K
Adirondack Trust Co. 0.23% Reduce -2.0% 4,811 $647K
Financial Advisors Network, Inc. 0.10% Add +1.6% 4,774 $642K
Chesapeake Wealth Management 0.21% Reduce -0.9% 4,748 $638K
Rosenberg Matthew Hamilton 0.15% Add +3.1% 4,730 $636K
DMC Group, LLC 0.49% Add +3.0% 4,710 $633K
Chicago Partners Investment Group LLC 0.02% Add +7.3% 4,274 $631K
Financial Advocates Investment Management 0.05% Reduce -6.0% 4,690 $630K
Ramirez Asset Management, Inc. 0.09% No change 4,665 $627K
HighPoint Advisor Group LLC 0.03% Add +5.5% 4,662 $627K
St. Johns Investment Management Company, LLC 0.29% Add +2.2% 4,658 $626K
Kathmere Capital Management, LLC 0.05% Add +4.3% 4,647 $625K
Oddo BHF Asset Management Sas 0.02% Reduce -71.0% 4,641 $624K
Exchange Traded Concepts, LLC 0.01% Reduce -5.2% 4,616 $620K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -0.1% 4,612 $620K
Bellecapital International Ltd. 0.11% New 4,594 $618K
Garrett Wealth Advisory Group, LLC 0.13% No change 4,593 $617K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.7% 4,574 $615K
Waterloo Capital, L.P. 0.05% Add +20.2% 4,561 $613K
OneDigital Investment Advisors LLC 0.01% Reduce -9.3% 4,550 $612K
KCM Investment Advisors LLC 0.02% Reduce -0.9% 4,540 $610K
Stonegate Investment Group, LLC 0.02% No change 4,538 $610K
Old Port Advisors 0.17% Add +0.5% 4,538 $610K
Institute for Wealth Management, LLC. 0.07% No change 4,532 $609K
Sumitomo Life Insurance Co. 0.04% Reduce -6.5% 4,479 $602K
Coppell Advisory Solutions LLC 0.07% Add +0.0% 4,454 $600K
Stratos Wealth Advisors, LLC 0.03% Reduce -12.0% 4,453 $599K
Westwood Holdings Group Inc. 0.00% Add +12.4% 4,451 $598K
LRT Capital Management, LLC 0.35% Add +26.3% 4,448 $598K
Atlas Capital Advisors Inc. 0.07% Reduce -6.5% 4,448 $598K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +1.0% 4,441 $597K
Rockland Trust Co. 0.03% Reduce -1.4% 4,437 $596K
Wright Investors Service Inc. 0.18% Add +1.1% 4,411 $593K
NorthRock Partners, LLC 0.02% Add +19.8% 4,403 $592K
Romano Brothers and Company 0.07% No change 4,399 $591K
Hara Capital LLC 0.37% No change 4,395 $591K
MTM Investment Management, LLC 0.20% No change 4,375 $588K
Prudent Man Advisors, LLC 0.19% Add +0.2% 4,370 $587K
Armstrong Advisory Group, Inc. 0.04% Add +1.5% 4,361 $586K
Gradient Investments LLC 0.01% Add +3.1% 4,316 $580K
Clarius Group, LLC 0.03% Reduce -7.0% 4,314 $580K
Beta Wealth Group, Inc. 0.21% Add +22.9% 4,313 $580K
Fortem Financial Group, LLC 0.19% Reduce -54.8% 4,303 $578K
Hollencrest Capital Management 0.02% No change 4,280 $575K
Ausdal Financial Partners, Inc. 0.04% Add +28.5% 4,258 $572K
Emerald Advisors, LLC 0.07% Reduce -0.6% 4,240 $570K
Sagespring Wealth Partners, LLC 0.01% Add +66.7% 4,240 $570K
TFG Advisers LLC 0.19% Reduce -2.7% 4,229 $569K
Bryn Mawr Trust Advisors, LLC 0.03% Add +45.0% 4,221 $567K
Loudon Investment Management, LLC 0.31% No change 4,219 $567K
Western Wealth Management, LLC 0.03% Add +7.6% 4,196 $564K
Duff & Phelps Investment Management Co. 0.01% Reduce -92.7% 4,185 $563K
Bank of Hawaii 0.03% Add +113.4% 4,179 $562K
Wealthcare Advisory Partners LLC 0.01% Add +9.8% 4,171 $561K
Pinion Investment Advisors, LLC 0.19% Add +3.2% 4,167 $560K
World Investment Advisors 0.01% Reduce -5.6% 4,161 $559K
Independent Financial Group, LLC 0.02% Reduce -6.9% 4,135 $556K
Sapient Capital LLC 0.01% Reduce -54.9% 4,135 $556K
Hilltop Holdings Inc. 0.04% Add +20.2% 4,107 $552K
Canal Capital Management, LLC 0.09% Add +10.1% 4,094 $550K
Cooper Financial Group 0.06% Add +1.7% 4,080 $548K
Northstar Advisory Group, LLC 0.27% Reduce -1.9% 4,072 $547K
Savvy Advisors, Inc. 0.04% Add +42.2% 4,072 $547K
Moran Wealth Management, LLC 0.02% Reduce -14.0% 4,065 $546K
Midwest Trust Co 0.01% — 4,028 $541K
Ruggaard & Associates LLC 0.22% No change 4,014 $540K
VAUGHAN & Co SECURITIES, INC. 0.31% Reduce -0.4% 4,005 $538K
Mullaney, Keating & Wright, Inc. 0.35% No change 4,000 $538K
Cornerstone Wealth Management, LLC 0.03% Add +0.3% 4,000 $538K
Bill Few Associates, Inc. 0.15% Add +0.1% 3,995 $537K
HM Payson & Co. 0.01% Add +1.4% 3,995 $537K
Tiaa Trust, National Association 0.00% Reduce -32.3% 3,989 $536K
Aprio Wealth Management, LLC 0.06% New 3,948 $531K
Leavell Investment Management, Inc. 0.02% Add +0.1% 3,940 $530K
GAMCO Investors 0.01% New 3,929 $528K
Strait & Sound Wealth Management LLC 0.22% Reduce -30.2% 3,927 $528K
Norden Group LLC 0.06% Reduce -11.8% 3,922 $527K
Proffitt & Goodson Inc. 0.08% Reduce -3.6% 3,917 $527K
Realta Investment Advisors 0.21% Reduce -0.1% 3,906 $525K
Impact Partnership Wealth, LLC 0.10% Reduce -59.0% 3,888 $523K
Parkside Financial Bank & Trust 0.06% Reduce -2.2% 3,887 $522K
True North Advisors, LLC 0.10% Add +4.6% 3,878 $521K
Goelzer Investment Management, Inc. 0.03% Add +9.1% 3,854 $518K
Centennial Wealth Advisory LLC 0.16% New 3,826 $514K
Wealth Management Associates, Inc. 0.20% Reduce -7.2% 3,825 $514K
PBMares Wealth Management LLC 0.09% Reduce -0.5% 3,814 $513K
SCP Investment, LP 0.41% New 3,800 $511K
Burke & Herbert Bank & Trust Co. 0.11% Reduce -0.3% 3,775 $507K
1ST Source Bank 0.03% Reduce -15.5% 3,752 $504K
Essex Financial Services, Inc. 0.03% Reduce -15.9% 3,743 $503K
DSG Capital Advisors, LLC 0.09% Reduce -61.8% 3,743 $503K
Carnegie Investment Counsel 0.01% Reduce -18.8% 3,735 $502K
Lee Danner & Bass Inc. 0.04% Add +19.2% 3,718 $500K
Oppenheimer & Close, LLC 0.38% Add +7.2% 3,712 $499K
Petra Financial Advisors Inc. 0.32% Reduce -1.8% 3,712 $499K
Parallel Advisors, LLC 0.01% Reduce -17.1% 3,709 $499K
L2 Asset Management, LLC 0.08% Add +6.9% 3,706 $498K
Brave Asset Management Inc. 0.14% No change 3,705 $498K
Callan Family Office, LLC 0.02% New 3,701 $497K
Denali Advisors LLC 0.05% Reduce -17.8% 3,700 $497K
Dark Forest Capital Management LP 0.02% Add +25.3% 3,695 $497K
Goldstone Financial Group, LLC 0.07% Add +0.8% 3,433 $496K
HBK Sorce Advisory LLC 0.01% Add +5.4% 3,688 $496K
One Wealth Advisors, LLC 0.07% Reduce -14.9% 3,680 $495K
Plato Investment Management Ltd 0.04% Add +9.7% 3,692 $494K
Penserra Capital Management LLC 0.01% Add +1.3% 3,669 $492K
Brown Brothers Harriman & Co. 0.00% Add +60.3% 3,628 $488K
Red Door Wealth Management, LLC 0.06% Reduce -6.2% 3,603 $484K
EWG Elevate Inc. 0.15% Add +0.2% 3,580 $481K
Park Capital Management, LLC / WI 0.45% Reduce -21.5% 3,575 $481K
Arista Wealth Management, LLC 0.07% New 3,562 $479K
SageView Advisory Group, LLC 0.02% Add +6.3% 3,308 $479K
Castleark Management LLC 0.01% Reduce -62.2% 3,560 $479K
Total Wealth Planning & Management, Inc. 0.41% Add +11.1% 3,527 $474K
Amova Asset Management Americas, Inc. 0.00% Add +29.1% 3,511 $472K
Rydar Equities, Inc. 0.37% — 3,485 $468K
Keudell/Morrison Wealth Management 0.10% Add +0.7% 3,479 $468K
Palumbo Wealth Management LLC 0.14% Add +9.6% 3,477 $467K
Aigen Investment Management, LP 0.06% Add +70.9% 3,473 $467K
Towle & Co. 0.11% New 3,466 $466K
Cladis Investment Advisory, LLC 0.29% Add +1.5% 3,450 $464K
Cynosure Group, LLC 0.05% Add +29.6% 3,449 $464K
Quantbot Technologies LP 0.01% New 3,449 $464K
Lingohr Asset Management GmbH 0.84% Reduce -84.7% 3,434 $462K
Means Investment Co., Inc. 0.04% Add +0.2% 3,433 $461K
Signaturefd, LLC 0.01% Add +21.9% 3,410 $458K
Lifeworks Advisors, LLC 0.07% Add +2.6% 3,408 $458K
Transcend Capital Advisors, LLC 0.04% Add +49.4% 3,400 $457K
Gsa Capital Partners LLP 0.03% New 3,397 $457K
Heritage Investors Management Corp. 0.01% No change 3,397 $457K
Crescent Sterling, Ltd. 0.51% Reduce -59.0% 3,393 $456K
CX Institutional 0.02% Reduce -7.9% 3,378 $454K
North Forty Two & Co. 0.48% No change 3,375 $454K
BankPlus Wealth Management LLC 0.30% Add +5.4% 3,358 $451K
Embree Financial Group 0.07% Reduce -1.3% 3,346 $450K
Forza Wealth Management, LLC 0.18% No change 3,346 $450K
Gentry Private Wealth, LLC 0.34% Add +2.1% 3,330 $448K
Kingswood Wealth Advisors, LLC 0.04% Reduce -17.5% 3,323 $447K
Private Trust Co. NA 0.04% Reduce -6.2% 3,316 $446K
Fiduciary Alliance LLC 0.03% Reduce -13.3% 3,312 $445K
HUB Investment Partners, LLC 0.02% Add +25.1% 3,304 $444K
Essex Bank 0.11% No change 3,301 $444K
Skylands Capital, LLC 0.06% Reduce -66.7% 3,300 $444K
Wilsey Asset Management Inc. 0.08% Reduce -35.0% 3,296 $443K
OneAscent Financial Services LLC 0.03% Reduce -8.6% 3,264 $441K
Journey Strategic Wealth LLC 0.01% Reduce -16.9% 3,255 $438K
Appleton Partners Inc. 0.03% Reduce -3.0% 3,244 $436K
Bayesian Capital Management, LP 0.07% New 3,234 $435K
Auxano Advisors, LLC 0.10% Add +1.0% 3,220 $433K
PAX Financial Group, LLC 0.08% Reduce -24.8% 3,216 $432K
Crestwood Advisors Group, LLC 0.01% Add +21.8% 3,180 $427K
CW Advisors, LLC 0.00% Add +16.3% 3,178 $427K
CWA Asset Management Group, LLC 0.02% Add +96.9% 3,178 $427K
WealthTrust Axiom LLC 0.13% Reduce -8.7% 3,172 $426K
Bayforest Capital Ltd 0.18% Reduce -25.9% 3,138 $422K
First National Corp. /Ma/ 0.08% Reduce -6.2% 3,134 $421K
Element Wealth, LLC 0.19% Add +0.4% 3,111 $418K
Eagle Harbor Asset Management Inc. 0.40% Reduce -15.6% 3,105 $417K
Vicus Capital 0.03% Reduce -3.1% 3,099 $417K
Cigna Investments Inc. 0.07% Reduce -3.1% 3,077 $413K
Daner Wealth Management, LLC 0.28% — 3,078 $411K
Maridea Wealth Management LLC 0.11% Reduce -18.3% 3,054 $411K
Sovereign Financial Group, Inc. 0.08% Add +0.3% 3,048 $410K
Stevens Capital Management LP 0.11% Reduce -17.5% 3,034 $408K
Exencial Wealth Advisors, LLC 0.01% Add +0.0% 3,034 $408K
Yukon Wealth Management, Inc. 0.14% Add +0.4% 3,013 $405K
Guinness Atkinson Asset Management Inc 0.21% No change 3,004 $404K
Phoenix Wealth Advisors 0.17% Reduce -2.6% 3,004 $404K
Azimuth Capital Investment Management LLC 0.01% No change 3,000 $403K
Magnolia Capital Management Ltd. 0.32% No change 3,000 $403K
Purkiss Capital Advisors LLC 0.22% New 2,981 $401K
First Financial Bankshares Inc 0.01% No change 2,947 $396K
Lombard Odier Asset Management (USA) Corp 0.12% New 2,941 $395K
Williams Jones Wealth Management, LLC. 0.00% Reduce -64.6% 2,938 $395K
Traynor Capital Management, Inc. 0.03% Reduce -13.9% 2,855 $394K
Silvia McColl Wealth Management, LLC 0.29% No change 2,930 $394K
City National Bank of Florida 0.29% Add +2.1% 2,922 $393K
Mission Wealth Management, LP 0.01% Reduce -19.3% 2,909 $391K
Central Pacific Bank - Trust Division 0.05% Reduce -0.7% 2,876 $387K
Angeles Wealth Management, LLC 0.03% Add +16.1% 2,860 $385K
LGT Group Foundation 0.00% Reduce -6.8% 2,842 $382K
Compass Wealth Management LLC 0.09% No change 2,838 $381K
Capital Analysts, LLC 0.01% Reduce -0.6% 2,822 $380K
Harbour Investments, Inc. 0.01% Reduce -6.0% 2,821 $379K
Perpetual Ltd 0.00% Reduce -0.7% 2,812 $378K
ARS Wealth Advisors Group, LLC 0.04% Reduce -3.5% 2,800 $376K
Tranquility Partners, LLC 0.13% Reduce -2.5% 2,782 $374K
Rehmann Capital Advisory Group 0.02% Add +7.2% 2,768 $372K
Moisand Fitzgerald Tamayo, LLC 0.05% No change 2,743 $369K
Archer Investment Corp 0.09% Add +192.5% 2,735 $368K
Fulcrum Equity Management 0.38% Reduce -21.0% 2,735 $368K
Grove Bank & Trust 0.05% Reduce -2.6% 2,706 $364K
Peregrine Asset Advisers, Inc. 0.11% No change 2,700 $363K
Gerber, LLC 0.25% No change 2,692 $362K
Old North State Trust, LLC 0.25% Reduce -2.9% 2,685 $361K
Hibernia Wealth Partners, LLC 0.13% New 2,680 $360K
NFSG Corp 0.06% Reduce -13.4% 2,674 $359K
Gables Capital Management Inc. 0.17% No change 2,665 $358K
Accel Wealth Management 0.12% Add +14.8% 2,660 $358K
Pacific Center for Financial Services 0.10% No change 2,657 $357K
Accurate Wealth Management, LLC 0.05% Reduce -7.3% 2,303 $357K
Founders Financial Securities LLC 0.03% Reduce -3.2% 2,645 $355K
Mather Group, Llc. 0.00% Reduce -18.3% 2,635 $354K
Independence Bank of Kentucky 0.05% Reduce -0.9% 2,635 $354K
Centaurus Financial, Inc. 0.02% Reduce -3.0% 2,630 $354K
Founders Capital Management 0.21% No change 2,630 $354K
IFP Advisors, Inc 0.01% Reduce -71.8% 2,618 $352K
Smith Salley Wealth Management 0.02% Add +62.5% 2,612 $351K
Frank, Rimerman Advisors LLC 0.02% Reduce -30.9% 2,600 $349K
Covenant Asset Management, LLC 0.07% No change 2,590 $348K
CSS LLC 0.06% Add +25.2% 2,580 $347K
Verus Capital Partners, LLC 0.03% Reduce -5.9% 2,579 $347K
Intrepid Financial Planning Group LLC 0.15% No change 2,574 $346K
First Horizon Advisors, Inc. 0.01% Add +0.0% 2,566 $345K
Financial Management Professionals, Inc. 0.04% Reduce -4.5% 2,565 $345K
American Alpha Advisors, LLC 0.28% Reduce -4.0% 2,559 $344K
King Wealth Management Group 0.05% No change 2,542 $342K
International Private Wealth Advisors LLC 0.29% New 2,540 $341K
Versor Investments LP 0.06% New 2,533 $340K
Arkfeld Wealth Strategies, L.L.C. 0.13% New 2,368 $340K
CPC Advisors, LLC 0.04% New 2,525 $339K
GC Wealth Management RIA, LLC 0.03% New 2,524 $339K
Westpac Banking Corp. 0.02% Add +3.4% 2,521 $339K
Wellington Shields & Co., LLC 0.10% No change 2,500 $336K
Colonial River Investments, LLC 0.14% New 2,156 $334K
Security National Bank 0.06% No change 2,481 $333K
Precedent Wealth Partners, LLC 0.08% No change 2,474 $333K
Parallax Volatility Advisers, L.P. 0.02% Reduce -61.9% 2,471 $332K
AlphaStar Capital Management, LLC 0.02% Reduce -2.9% 2,470 $332K
Elevation Point Wealth Partners, LLC 0.03% Reduce -76.2% 2,462 $331K
Dynamic Advisor Solutions LLC 0.01% Reduce -29.8% 2,456 $330K
Composition Wealth, LLC 0.01% Add +6.2% 2,435 $327K
Sfmg, LLC 0.02% Reduce -0.3% 2,424 $326K
Alethea Capital Management, LLC 0.24% New 2,392 $322K
iA Global Asset Management Inc. 0.00% Reduce -1.1% 2,386 $321K
Dorsey & Whitney Trust CO LLC 0.02% Add +15.3% 2,388 $321K
WealthBridge Capital Management, LLC 0.08% Add +0.5% 2,384 $320K
Advisors Capital Management, LLC 0.00% Add +6.4% 2,382 $320K
Oliver Lagore Vanvalin Investment Group 0.13% — 2,424 $320K
Formidable Asset Management, LLC 0.05% No change 2,420 $320K
Oder Investment Management, LLC 0.24% Add +0.3% 2,360 $317K
Rovin Capital /Ut/ 0.10% Reduce -3.9% 2,347 $316K
Uptick Partners, LLC 0.09% New 2,350 $316K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -2.4% 2,349 $316K
Assetmark, Inc. 0.00% Add +57.6% 2,348 $316K
Catalyst Financial Partners LLC 0.03% Add +0.1% 2,340 $315K
Silvercrest Asset Management Group LLC 0.00% Add +4.1% 2,340 $315K
SYM FINANCIAL Corp 0.04% Add +43.8% 2,335 $314K
TCTC Holdings, LLC 0.01% No change 2,334 $314K
QTR Family Wealth, LLC 0.19% Add +16.2% 2,333 $314K
City Center Advisors, LLC 0.34% Add +4.3% 2,330 $313K
OneAscent Wealth Management LLC 0.12% Add +4.5% 2,332 $313K
Optimum Investment Advisors 0.14% No change 2,325 $313K
Venturi Wealth Management, LLC 0.02% Reduce -74.1% 2,318 $312K
Bfsg, LLC 0.03% Reduce -0.0% 2,313 $311K
RD Lewis Holdings, Inc. 0.31% Add +3.0% 2,336 $310K
Freestone Capital Holdings, LLC 0.01% New 2,295 $308K
TD Private Client Wealth LLC 0.01% Add +18.2% 2,293 $308K
Arvest Bank Trust Division 0.02% Reduce -95.8% 2,280 $306K
Hamilton Capital, LLC 0.02% Add +9.0% 2,267 $305K
Trustmark Bank Trust Department 0.02% Reduce -1.0% 2,264 $304K
Elyxium Wealth, LLC 0.11% Add +0.4% 2,261 $304K
Childress Capital Advisors, LLC 0.08% Add +27.8% 2,253 $303K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -82.0% 2,253 $303K
Michels Family Financial, LLC 0.26% Add +0.2% 2,251 $303K
ICONIQ Capital, LLC 0.01% New 2,247 $302K
Armor Investment Advisors, LLC 0.11% Add +0.2% 2,219 $298K
Meadow Creek Wealth Advisors LLC 0.20% Reduce -9.3% 2,217 $298K
Scissortail Wealth Management, LLC 0.07% No change 2,216 $298K
Horizon Advisory Services, Inc. 0.16% Add +1.2% 2,209 $297K
TBH Global Asset Management, LLC 0.06% Reduce -18.4% 2,208 $297K
Aua Capital Management, LLC 0.18% No change 2,194 $295K
ProVise Management Group, LLC 0.02% Reduce -14.8% 2,193 $295K
Ascentis Independent Advisors 0.05% Add +2.9% 2,188 $294K
Sachetta, LLC 0.12% Add +1.1% 2,186 $294K
Parcion Private Wealth LLC 0.02% Reduce -16.6% 2,181 $293K
Baker Ellis Asset Management LLC 0.04% No change 2,180 $293K
Claret Asset Management Corp 0.04% Add +17.7% 2,165 $291K
Fiducient Advisors LLC 0.04% New 2,149 $289K
Acropolis Investment Management, LLC 0.02% No change 2,149 $289K
Parisi Gray Wealth Management 0.08% Reduce -2.2% 2,135 $287K
Generali Investments, Management Co LLC 0.06% Add +3.7% 2,137 $287K
Good Steward Wealth Advisors,LLC 0.22% Reduce -6.4% 2,120 $285K
KPP Advisory Services LLC 0.05% New 2,109 $283K
Brooklyn Investment Group 0.04% Add +76.8% 2,108 $283K
Crawford Investment Counsel Inc. 0.00% Reduce -15.0% 2,104 $283K
Strategic Blueprint, LLC 0.01% Reduce -7.9% 2,101 $282K
Inspire Investing, LLC 0.03% Reduce -11.3% 2,100 $282K
TCI Wealth Advisors, Inc. 0.02% Add +4.0% 2,092 $281K
Trilogy Capital Inc. 0.01% Reduce -0.2% 2,086 $280K
KDT Advisors, LLC 0.45% No change 2,085 $280K
Mattern Wealth Management LLC 0.06% No change 2,083 $280K
Visionary Wealth Advisors 0.01% Add +5.3% 2,080 $280K
Silver Oak Securities, Incorporated 0.02% Reduce -2.4% 2,078 $279K
Aviance Capital Partners, LLC 0.04% No change 2,075 $279K
Delta Global Management LP 0.02% Reduce -89.3% 2,062 $277K
Focus Financial Network, Inc. 0.01% Add +9.9% 2,058 $277K
AMG National Trust Bank 0.01% No change 2,050 $276K
MASTERINVEST Kapitalanlage GmbH 0.03% — 2,034 $273K
Rwa Wealth Partners, LLC 0.00% No change 2,028 $273K
Integrated Advisors Network LLC 0.01% Reduce -88.5% 2,020 $272K
Connecticut Wealth Management, LLC 0.01% Reduce -20.7% 2,008 $270K
Prelude Capital Management, LLC 0.03% New 2,002 $269K
ESL Trust Services, LLC 0.05% Reduce -1.2% 2,000 $269K
Van Cleef Asset Management,Inc 0.03% No change 2,000 $269K
Summit Financial, LLC 0.01% Add +10.3% 1,998 $269K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,992 $268K
Brookwood Investment Group LLC 0.04% New 1,987 $267K
Waddell & Associates, LLC 0.03% New 1,984 $267K
PFG Advisors 0.01% New 1,979 $266K
Proficio Capital Partners LLC 0.02% Reduce -2.6% 1,959 $263K
Monument Capital Management 0.07% Reduce -25.9% 1,953 $263K
Ledyard National Bank 0.02% Reduce -0.9% 1,952 $262K
Ameritas Advisory Services, LLC 0.01% Reduce -37.8% 1,943 $261K
Boothbay Fund Management, LLC 0.01% Reduce -30.0% 1,939 $261K
Patton Fund Management, Inc. 0.06% New 1,933 $260K
Opal Wealth Advisors, LLC 0.07% Reduce -0.1% 1,930 $259K
Sivia Capital Partners, LLC 0.09% Add +13.0% 1,929 $259K
bLong Financial, LLC 0.20% Reduce -5.0% 1,915 $257K
Vanguard Capital Wealth Advisors 0.26% No change 1,915 $257K
MBB Public Markets I LLC 0.03% Reduce -19.4% 1,909 $257K
VeraBank, N.A. 0.05% New 1,894 $255K
Aaron Wealth Advisors LLC 0.03% New 1,894 $255K
Stock Yards Bank & Trust Co. 0.01% Reduce -29.7% 1,892 $254K
My Legacy Advisors, LLC 0.09% New 1,634 $253K
Everhart Financial Group, Inc. 0.03% Add +14.6% 1,873 $252K
Zhang Financial LLC 0.01% New 1,864 $251K
Broadway Wealth Solutions, Inc. 0.16% Add +3.8% 1,864 $251K
Probity Advisors, Inc. 0.04% Add +4.7% 1,863 $250K
TCFG Wealth Management, LLC 0.11% Reduce -8.3% 1,849 $249K
Apella Capital, LLC 0.01% Reduce -2.4% 1,725 $248K
Capital Asset Advisory Services LLC 0.01% New 1,793 $247K
United Community Bank 0.08% Reduce -4.6% 1,836 $247K
Kozak & Associates, Inc. 0.05% Add +0.8% 1,645 $245K
Enterprise Bank & Trust Co 0.09% No change 1,810 $243K
Narus Financial Partners, LLC 0.08% Add +14.1% 1,808 $243K
Greenberg Financial Group 0.09% Add +0.2% 933 $243K
Fairbanks Capital Management, Inc. 0.14% No change 1,807 $243K
Invst, LLC 0.03% Add +0.6% 1,802 $242K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Add +9.1% 1,800 $242K
Goepper Burkhardt LLC 0.09% No change 1,800 $242K
Trust Co. of Toledo NA 0.03% Add +4.8% 1,800 $242K
Ancora Advisors LLC 0.01% Reduce -3.0% 1,797 $242K
Oxbow Advisors, LLC 0.03% No change 1,792 $241K
LongView Wealth Management 0.07% No change 1,791 $241K
KG Capital Management 0.07% Reduce -6.8% 1,789 $240K
Ingalls & Snyder LLC 0.01% No change 1,783 $240K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -14.3% 1,783 $240K
Washburn Capital Management, Inc. 0.14% Reduce -1.9% 1,775 $239K
Occidental Asset Management, LLC 0.03% Reduce -41.5% 1,774 $238K
Cullen Investment Group, LTD. 0.03% No change 1,772 $238K
Patten & Patten Inc. 0.02% No change 1,771 $238K
Shelton Capital Management 0.01% No change 1,771 $238K
Barnes Pettey Financial Advisors, LLC 0.16% No change 1,768 $238K
LCM Capital Management Inc 0.12% Add +3.7% 1,760 $237K
Moneta Group Investment Advisors LLC 0.00% Reduce -2.8% 1,758 $236K
Watts Gwilliam & Co., LLC 0.04% Reduce -87.4% 1,441 $236K
Guyasuta Investment Advisors Inc. 0.01% New 1,753 $236K
PDS Planning, Inc 0.02% Add +13.8% 1,745 $235K
Florida Financial Advisors, LLC 0.06% Reduce -4.4% 1,744 $234K
Alta Advisers Ltd 0.08% No change 1,742 $234K
UNIVEST FINANCIAL Corp 0.01% No change 1,737 $233K
Balanced Wealth Group LLC 0.10% Add +0.8% 1,699 $233K
Davis R M Inc. 0.00% Reduce -16.5% 1,732 $233K
SevenBridge Financial Group, LLC 0.04% Reduce -19.4% 1,743 $232K
Potentia Wealth 0.13% Reduce -23.0% 1,716 $231K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -68.0% 1,712 $230K
OneAscent Investment Solutions LLC 0.25% New 1,713 $230K
Lowe Brockenbrough & Co. Inc. 0.01% Add +7.1% 1,706 $229K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -31.2% 1,701 $229K
Towne Trust Company, N.A 0.08% No change 1,700 $229K
Cullinan Associates Inc. 0.02% Reduce -22.7% 1,700 $229K
ABLE Financial Group, LLC 0.06% Reduce -22.0% 1,698 $228K
CFO4Life Group, LLC 0.04% Add +5.7% 1,670 $224K
Jeppson Wealth Management, LLC 0.08% No change 1,656 $223K
Stratos Investment Management, LLC 0.01% Add +7.8% 1,655 $222K
Oak Asset Management, LLC 0.08% Reduce -8.1% 1,653 $222K
Philadelphia Trust Co. 0.02% Add +7.8% 1,654 $222K
Cyndeo Wealth Partners, LLC 0.01% New 1,646 $221K
EPG Wealth Management LLC 0.07% No change 1,642 $221K
Asset Allocation & Management Company, LLC 0.10% No change 1,634 $220K
Deseret Mutual Benefit Administrators 0.10% No change 1,628 $219K
Hilltop National Bank 0.06% — 1,628 $219K
Versant Capital Management, Inc 0.03% Reduce -9.5% 1,616 $217K
Schnieders Capital Management LLC 0.04% Reduce -2.0% 1,615 $217K
Zions Bancorporation, National Association 0.01% Add +103.5% 1,614 $217K
Syverson Strege & Co 0.05% New 1,601 $215K
Bedel Financial Consulting, Inc. 0.03% New 1,601 $215K
Premier Path Wealth Partners, LLC 0.03% New 1,599 $215K
Thompson Siegel & Walmsley LLC 0.00% No change 1,600 $215K
Newman Dignan & Sheerar, Inc. 0.05% New 1,596 $215K
Associated Banc-Corp 0.01% Reduce -3.9% 1,590 $214K
Silverlake Wealth Management LLC 0.06% Add +0.1% 1,584 $213K
Sage Mountain Advisors LLC 0.01% New 1,583 $213K
Portside Wealth Group, LLC 0.03% Reduce -29.0% 1,583 $213K
Modern Wealth Management, LLC 0.01% New 1,579 $212K
Soltis Investment Advisors LLC 0.02% New 1,579 $212K
Ballentine Partners, LLC 0.00% Reduce -2.5% 1,578 $212K
Redwood Wealth Management Group, LLC 0.10% Reduce -0.5% 1,577 $212K
Gladstone Institutional Advisory LLC 0.01% Reduce -13.7% 1,573 $211K
Capital Investment Advisory Services, LLC 0.02% New 1,571 $211K
Baker Avenue Asset Management, LP 0.01% Reduce -1.6% 1,570 $211K
Advus Financial Partners, LLC 0.05% New 1,563 $210K
Peoples Bank 0.14% No change 1,560 $210K
Searle & Co. 0.06% Reduce -6.0% 1,558 $209K
MV Capital Management, Inc. 0.02% Reduce -0.2% 1,556 $209K
Pin Oak Investment Advisors Inc. 0.18% Reduce -0.1% 1,583 $209K
Eisler Capital Management Ltd. 0.01% Add +214.2% 1,552 $209K
Patten Group, Inc. 0.04% Reduce -32.4% 1,550 $208K
Avestar Capital, LLC 0.02% Reduce -16.2% 1,541 $207K
Clifford Swan Investment Counsel LLC 0.01% Add +0.1% 1,540 $207K
Signature Estate & Investment Advisors LLC 0.00% Reduce -40.9% 1,539 $207K
Trueblood Wealth Management, LLC 0.09% Reduce -1.6% 1,537 $207K
Haverford Trust Co 0.00% Reduce -15.6% 1,536 $206K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -24.4% 1,535 $206K
Drive Wealth Management, LLC 0.04% Reduce -36.7% 1,513 $203K
Cannell & Spears LLC 0.00% New 1,510 $203K
Zullo Investment Group, Inc. 0.08% New 1,509 $203K
Athena Investment Management 0.11% New 1,508 $203K
Mustard Seed Financial, LLC 0.15% New 1,500 $202K
Obsidian Personal Planning Solutions LLC 0.08% New 1,500 $202K
Monetary Management Group Inc. 0.05% No change 1,500 $202K
Sierra Summit Advisors LLC 0.04% New 1,500 $202K
Sava Infond d.o.o. 0.03% No change 1,500 $202K
Gryphon Financial Partners LLC 0.03% New 1,498 $201K
Kennedy Capital Management LLC 0.00% New 1,493 $201K
Oakworth Capital, Inc. 0.01% Reduce -98.4% 1,492 $201K
PUREfi Wealth, LLC 0.16% New 1,490 $200K
Sound View Wealth Advisors Group, LLC 0.01% New 1,488 $200K
City State Bank 0.06% No change 1,455 $196K
Avalon Trust Co 0.01% New 1,451 $195K
HHM Wealth Advisors, LLC 0.02% No change 1,400 $188K
1620 Investment Advisors, Inc. 0.13% Reduce -0.1% 1,376 $185K
West Oak Capital, LLC 0.09% No change 1,350 $182K
GeoWealth Management, LLC 0.01% Reduce -1.1% 1,346 $181K
FIL Ltd 0.00% New 1,273 $171K
Hurley Capital, LLC 0.12% No change 1,259 $169K
Cary Street Partners Financial LLC 0.00% Reduce -17.5% 1,253 $168K
Winch Advisory Services, LLC 0.04% Add +13.4% 1,251 $168K
Arax Advisory Partners 0.01% Reduce -23.7% 1,229 $165K
First Community Trust NA 0.13% No change 1,200 $161K
AlphaQuest LLC 0.02% Add +19.6% 1,189 $160K
CoreCap Advisors, LLC 0.01% Add +2.4% 1,171 $157K
Cromwell Holdings LLC 0.09% Add +4.7% 1,159 $156K
Cheviot Value Management, LLC 0.02% Add +0.3% 1,154 $154K
Peterson Wealth Services 0.04% Reduce -28.1% 1,135 $153K
Webster Bank, N. A. 0.02% No change 1,133 $152K
Salem Investment Counselors Inc. 0.00% Reduce -3.7% 1,129 $152K
Atticus Wealth Management, LLC 0.04% New 1,127 $151K
Strengthening Families & Communities, LLC 0.08% Add +0.7% 1,119 $150K
Sentry Investment Management LLC 0.08% No change 967 $144K
Raiffeisen Bank International AG 0.00% No change 1,050 $143K
CVA Family Office, LLC 0.02% Add +24.9% 1,058 $142K
Murphy & Mullick Capital Management Corp 0.11% No change 1,023 $140K
PFS Partners, LLC 0.07% Add +0.4% 1,024 $138K
Blue Trust, Inc. 0.00% Add +0.6% 1,003 $135K
Delos Wealth Advisors, LLC 0.10% New 1,000 $134K
U S Global Investors Inc. 0.02% New 1,000 $134K
Horizon Bancorp Inc. 0.07% New 1,000 $134K
Spire Wealth Management 0.00% Reduce -49.7% 1,035 $131K
Quarry LP 0.03% Reduce -74.7% 969 $130K
MUFG Securities EMEA plc 0.01% New 933 $125K
Bogart Wealth, LLC 0.01% Add +1.9% 927 $125K
Lazard Asset Management LLC 0.00% Add +7.6% 923 $123K
Tanglewood Legacy Advisors, LLC 0.05% No change 910 $122K
Catalyst Capital Advisors LLC 0.00% New 907 $122K
CYBER HORNET ETFs LLC 0.09% New 894 $120K
Westside Investment Management, Inc. 0.02% Add +0.5% 890 $120K
Wilmington Savings Fund Society, FSB 0.00% Reduce -11.6% 888 $119K
Trust Co. of Vermont 0.01% No change 870 $117K
Evermay Wealth Management LLC 0.01% No change 850 $114K
Smithfield Trust Co 0.01% No change 841 $113K
MCF Advisors LLC 0.01% No change 834 $112K
Bank of New Hampshire 0.03% Add +93.0% 830 $112K
Private Wealth Asset Management, LLC 0.01% Add +118.8% 803 $108K
Main Street Group, LTD 0.04% No change 800 $108K
Paladin Advisory Group, LLC 0.08% No change 800 $108K
Knuff & Co LLC 0.03% New 800 $108K
SOA Wealth Advisors, LLC. 0.02% Add +516.1% 764 $103K
Colonial Trust Co / SC 0.01% Reduce -59.9% 750 $101K
GPS Wealth Strategies Group, LLC 0.01% Add +1.2% 746 $100K
GHP Investment Advisors, Inc. 0.00% No change 721 $97K
Core Alternative Capital 0.03% Add +16.3% 714 $96K
WFA of San Diego, LLC 0.07% — 704 $95K
Fourth Dimension Wealth, LLC 0.04% No change 700 $94K
CNB Bank 0.04% No change 683 $92K
Dagco, Inc. 0.03% New 683 $92K
First Command Advisory Services, Inc. 0.00% Add +49.7% 654 $88K
Miller Wealth Advisors, LLC 0.04% Add +0.6% 634 $85K
Avion Wealth 0.02% Add +2016.7% 635 $85K
Asset Dedication, LLC 0.01% No change 617 $83K
Arlington Trust Co LLC 0.02% No change 616 $83K
Garde Capital, Inc. 0.00% No change 615 $83K
Plante Moran Financial Advisors, LLC 0.01% Add +1.7% 613 $82K
Burkett Financial Services, LLC 0.03% Add +0.8% 610 $82K
HighMark Wealth Management LLC 0.04% No change 600 $81K
2UniFi Bank 0.05% Reduce -17.8% 594 $80K
NBT Bank, N.A. 0.01% No change 586 $79K
Silvant Capital Management LLC 0.00% Reduce -98.1% 571 $77K
JFS Wealth Advisors, LLC 0.00% Add +3.9% 557 $75K
Heritage Wealth Advisors 0.00% No change 555 $75K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +1.9% 550 $74K
Missouri Trust & Investment Co 0.02% Add +88.2% 508 $68K
Smallwood Wealth Investment Management, LLC 0.04% No change 500 $67K
Truvestments Capital LLC 0.01% No change 500 $67K
Chilton Capital Management LLC 0.00% No change 500 $67K
Flagship Wealth Advisors, LLC 0.03% No change 499 $67K
Prestige Wealth Management Group LLC 0.01% Add +0.6% 489 $66K
Medallion Wealth Advisors, LLC 0.03% Reduce -11.0% 485 $65K
DT Investment Partners, LLC 0.01% No change 478 $64K
Richardson Financial Services Inc. 0.04% Add +66.1% 465 $64K
Montag A & Associates Inc. 0.00% No change 456 $61K
SBI Securities Co., Ltd. 0.00% Add +0.7% 451 $61K
Comprehensive Financial Planning, Inc. 0.05% No change 450 $60K
Ogorek Anthony Joseph /NY/ 0.02% Add +32.9% 444 $59K
North Capital, Inc. 0.05% No change 438 $59K
Manchester Capital Management LLC 0.01% Reduce -2.5% 437 $59K
Park Place Capital Corp 0.01% Add +21.8% 419 $58K
Salomon & Ludwin, LLC 0.01% Reduce -7.9% 407 $58K
Reyes Financial Architecture, Inc. 0.05% No change 422 $57K
MeadowBrook Investment Advisors LLC 0.05% No change 420 $56K
Tacita Capital Inc 0.04% New 420 $56K
Vestor Capital, LLC 0.00% Add +11.4% 1,839 $56K
Riverview Trust Co 0.07% Reduce -40.8% 409 $55K
Stone House Investment Management, LLC 0.01% Add +6.5% 407 $55K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.5% 405 $54K
Lavaca Capital LLC 0.02% New 400 $54K
Quintet Private Bank (Europe) S.A. 0.00% No change 400 $54K
Pittenger & Anderson Inc. 0.00% No change 400 $54K
Indiana Trust & Investment Management Co 0.02% No change 392 $53K
Concord Wealth Partners 0.01% No change 391 $53K
Twin Peaks Wealth Advisors, LLC 0.02% New 389 $52K
N.E.W. Advisory Services LLC 0.00% Reduce -50.0% 377 $51K
Osterweis Capital Management Inc. 0.00% Add +7180.0% 364 $49K
Millstone Evans Group, LLC 0.03% No change 361 $49K
GW&K Investment Management, LLC 0.00% Add +56.6% 357 $48K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.8% 351 $47K
Key Financial Inc 0.01% No change 347 $47K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -12.7% 343 $46K
Kiker Wealth Management, LLC 0.03% Add +466.1% 334 $45K
Creative Capital Management Investments LLC 0.02% No change 333 $45K
Iron Horse Wealth Management, LLC 0.01% No change 333 $45K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -7.0% 330 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 328 $44K
Covestor Ltd 0.03% Reduce -61.4% 325 $44K
Ransom Advisory, Ltd 0.02% No change 322 $43K
Evolution Wealth Management Inc. 0.05% — 322 $43K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +32.2% 312 $42K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 300 $40K
Hemington Wealth Management 0.01% Reduce -9.6% 301 $40K
Golden State Wealth Management, LLC 0.00% No change 292 $39K
Glen Eagle Advisors, LLC 0.01% No change 291 $39K
American Capital Advisory, LLC 0.02% Add +4.1% 279 $38K
Crewe Advisors LLC 0.00% No change 250 $34K
Compagnie Lombard Odier SCmA 0.00% No change 250 $34K
Duncker Streett & Co. Inc. 0.01% No change 249 $33K
Hantz Financial Services, Inc. 0.00% Add +1277.8% 248 $33K
AdvisorNet Financial, Inc 0.00% Add +0.4% 237 $32K
Tradewinds Capital Management, LLC 0.01% No change 234 $31K
Ameriflex Group, Inc. 0.02% No change 219 $30K
Summit Securities Group LLC 0.01% New 210 $28K
Rise Advisors, LLC 0.01% Reduce -1.0% 207 $28K
GFG Capital, LLC 0.01% New 204 $27K
Canton Hathaway, LLC 0.01% No change 200 $27K
Chesapeake Asset Management LLC 0.02% No change 200 $27K
Gen-Wealth Partners Inc 0.01% No change 200 $27K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -42.9% 200 $27K
Capital A Wealth Management, LLC 0.30% Reduce -70.9% 206 $27K
Harvest Fund Management Co., Ltd 0.00% Add +116.3% 199 $26K
Hoey Investments, Inc. 0.00% New 191 $26K
West Branch Capital LLC 0.01% No change 182 $24K
Lowe Wealth Advisors, LLC 0.01% No change 181 $24K
Pflug Koory, LLC 0.01% No change 175 $23K
LRI Investments, LLC 0.00% No change 165 $22K
Briaud Financial Planning Inc 0.01% No change 166 $22K
Clearstead Trust, LLC 0.00% Add +27.3% 163 $22K
Kessler Investment Group, LLC 0.01% No change 157 $21K
Bruce G. Allen Investments, LLC 0.02% Reduce -20.5% 155 $21K
McIlrath & Eck, LLC 0.00% No change 155 $21K
WPG Advisers, LLC 0.02% Reduce -7.9% 152 $20K
Whipplewood Advisors, LLC 0.01% Add +120.3% 152 $20K
Activest Wealth Management 0.00% Add +1166.7% 152 $20K
Addison Advisors LLC 0.00% Add +45.0% 145 $19K
Fortitude Family Office, LLC 0.01% Add +11.9% 141 $19K
Meeder Asset Management Inc. 0.00% Add +15.8% 139 $19K
Maseco LLP 0.00% — 138 $19K
Raffa Wealth Management, LLC 0.00% Add +18.3% 136 $18K
Perkins Coie Trust Co 0.00% No change 135 $18K
ORG Partners LLC 0.00% Add +54.1% 131 $18K
Quest 10 Wealth Builders, Inc. 0.02% No change 130 $17K
Private Wealth Management Group, LLC 0.01% Reduce -23.3% 125 $17K
St Germain D J Co. Inc. 0.00% No change 125 $17K
Sierra Ocean, LLC 0.01% Add +65.3% 124 $17K
Traub Capital Management LLC 0.02% — 124 $17K
Scarborough Advisors, LLC 0.00% New 124 $17K
SWAN Capital LLC 0.01% No change 117 $16K
Beacon Capital Management, LLC 0.00% Reduce -31.9% 113 $15K
Center for Financial Planning, Inc. 0.00% Reduce -22.2% 112 $15K
Wealth Preservation Advisors, LLC 0.01% No change 110 $15K
Maryland Capital Advisors Inc. 0.01% New 109 $15K
Boyd Watterson Asset Management LLC 0.00% Reduce -54.5% 106 $14K
DecisionPoint Financial, LLC 0.00% Add +2.0% 102 $14K
Pinnacle Bancorp, Inc. 0.00% No change 101 $14K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.06% No change 100 $13K
Accredited Wealth Management, LLC 0.01% No change 100 $13K
Pinney & Scofield, Inc. 0.01% No change 100 $13K
Marshall & Sullivan Inc. 0.01% New 100 $13K
VSM Wealth Advisory, LLC 0.00% No change 100 $13K
MorganRosel Wealth Management, LLC 0.00% No change 100 $13K
Cornerstone Planning Group LLC 0.00% Reduce -31.6% 95 $13K
Roble, Belko & Company, Inc 0.00% No change 100 $13K
Highline Wealth Partners LLC 0.00% Add +91.8% 94 $13K
Legacy Investment Solutions, LLC 0.01% — 93 $13K
Legacy Wealth Managment, LLC 0.01% Reduce -46.2% 93 $13K
IAG Wealth Partners, LLC 0.00% No change 93 $13K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 91 $12K
Frazier Financial Advisors, LLC 0.01% No change 90 $12K
Physician Wealth Advisors, Inc. 0.00% Add +14.7% 86 $12K
Team Financial Group, LLC 0.01% New 85 $11K
Caitong International Asset Management Co., Ltd 0.01% New 84 $11K
North Star Investment Management Corp. 0.00% No change 84 $11K
Bell Investment Advisors, Inc 0.00% Reduce -31.4% 83 $11K
Albion Financial Group 0.00% No change 82 $11K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -60.6% 84 $11K
Tidemark, LLC 0.00% Reduce -50.3% 78 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 78 $10K
City Holding Co. 0.00% No change 78 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.6% 75 $10K
First PREMIER Bank 0.00% No change 77 $10K
Kentucky Trust Co 0.01% No change 71 $10K
Howard Hughes Medical Institute 0.00% New 68 $9K
True Wealth Design, LLC 0.00% Reduce -83.2% 66 $9K
General Partner, Inc. 0.01% No change 66 $9K
Solstein Capital, LLC 0.00% New 64 $9K
Harbor Investment Advisory, LLC 0.00% No change 64 $9K
Cetera Trust Company, N.A 0.00% No change 60 $8K
Front Row Advisors LLC 0.00% No change 60 $8K
Allianz SE 0.00% No change 57 $8K
Tortoise Investment Management, LLC 0.00% Add +22.2% 55 $7K
West Financial Advisors, LLC 0.00% Add +2.0% 51 $7K
AllSquare Wealth Management LLC 0.00% No change 50 $7K
Aspect Partners, LLC 0.00% Add +2.2% 47 $6K
Valued Wealth Advisors LLC 0.00% Reduce -58.9% 46 $6K
Bare Financial Services, Inc 0.00% Add +633.3% 44 $6K
Clark Wealth Partners 0.00% New 44 $6K
Wolff Wiese Magana LLC 0.00% No change 42 $6K
Pacifica Partners Inc. 0.00% New 40 $5K
Creative Financial Designs Inc. 0.00% Reduce -28.6% 40 $5K
Caldwell Sutter Capital, Inc. 0.00% Add +18.2% 39 $5K
Costello Asset Management, INC 0.00% No change 38 $5K
Capital Advisors, Ltd. LLC 0.00% Add +118.8% 35 $5K
Financial Network Wealth Advisors LLC 0.01% No change 36 $5K
Abound Wealth Management 0.00% No change 34 $5K
Holos Integrated Wealth LLC 0.00% No change 31 $4K
Kilter Group LLC 0.00% New 30 $4K
Total Investment Management Inc. 0.00% New 30 $4K
Colonial Trust Advisors 0.00% No change 30 $4K
Trifecta Capital Advisors, LLC 0.00% Reduce -78.4% 29 $4K
Glass Jacobson Investment Advisors llc 0.00% Reduce -92.2% 28 $4K
TFC Financial Management, Inc. 0.00% Reduce -23.5% 26 $4K
Park Square Financial Group, LLC 0.00% No change 25 $3K
Atwood & Palmer Inc. 0.00% No change 25 $3K
Dogwood Wealth Management LLC 0.00% Add +15.8% 22 $3K
Princeton Global Asset Management LLC 0.00% New 23 $3K
WealthTrak Capital Management LLC 0.00% Add +69.2% 22 $3K
Cedar Wealth Management, LLC 0.00% No change 21 $3K
Vermillion Wealth Management, Inc. 0.00% No change 21 $3K
Elevation Wealth Partners, LLC 0.00% No change 20 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $3K
SJS Investment Consulting Inc. 0.00% Reduce -66.7% 20 $3K
Rakuten Securities, Inc. 0.00% Reduce -25.9% 20 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +171.4% 19 $3K
Roxbury Financial LLC 0.00% No change 18 $2K
Pineridge Advisors LLC 0.00% Add +88.9% 17 $2K
Rialto Wealth Management, LLC 0.00% Add +6.3% 17 $2K
Cape Investment Advisory, Inc. 0.00% Reduce -5.6% 17 $2K
New England Capital Financial Advisors LLC 0.00% Add +6.7% 16 $2K
Principia Wealth Advisory, LLC 0.00% Add +275.0% 15 $2K
Anfield Capital Management, LLC 0.00% No change 15 $2K
Tompkins Financial Corp. 0.00% No change 15 $2K
Dunhill Financial, LLC 0.00% Reduce -79.1% 14 $2K
TD Capital Management LLC 0.00% No change 13 $2K
Nova Wealth Management, Inc. 0.00% New 13 $2K
HFM Investment Advisors, LLC 0.00% Add +116.7% 13 $2K
Transce3nd, LLC 0.00% No change 13 $2K
Parkworth Wealth Management, Inc. 0.00% Add +71.4% 12 $2K
Binnacle Investments Inc 0.00% No change 11 $1K
S&T Bank 0.00% No change 10 $1K
PayPay Securities Corp 0.06% Reduce -52.6% 9 $1K
Hughes Financial Services, LLC 0.00% Reduce -25.0% 9 $1K
WealthCollab, LLC 0.00% No change 8 $1K
Stephens Consulting, LLC 0.00% New 8 $1K
Centerpoint Advisors, LLC 0.00% New 5 $1K
Perritt Capital Management Inc 0.00% No change 7 $978
Delta Asset Management LLC 0.00% No change 7 $941
Broadwater Capital Management LLC 0.00% Add +13350.0% 807 $807
Raleigh Capital Management Inc. 0.00% New 6 $807
Marshall & Sterling Wealth Advisors Inc. 0.00% New 6 $806
LGT Financial Advisors LLC 0.00% Reduce -98.2% 5 $672
YANKCOM Partnership 0.00% No change 5 $672
Nvwm, LLC 0.00% Reduce -50.0% 5 $672
Eq Wealth Advisors, LLC 0.00% No change 2 $269
Quaker Wealth Management, LLC 0.00% — 2 $269
Logan Capital Management Inc. 0.00% No change 2 $269
High Note Wealth, LLC 0.00% No change 1 $134

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