Valero EnergyVLO

13F holders, Q3 2025 (September 30)
1,557holders +77
176new positions
92sold out
10famous investors
$170.13avg. 13F price*

At the end of Q3 2025, 1,557 institutions reported holding Valero Energy Corp. (VLO) in their 13F filings, up 77 from Q2 2025. 176 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($6.5B), BlackRock, Inc. ($4.4B) and State Street Corp. ($3.1B). 10 famous investors held it, including Chris Bloomstran (4.2% of Semper Augustus Investments's portfolio), Israel Englander (0.1% of Millennium 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions176$537.9M
Exits92$210.3M

All 13F filers, Q2 2025 → Q3 2025: 12,366,145 shares bought and 21,377,877 shares sold, net −9,011,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,557 holders

Vanguard Group Inc. 0.10% Reduce -0.7% 38,066,268 $6.5B
BlackRock, Inc. 0.08% Reduce -4.5% 26,046,049 $4.4B
State Street Corp. 0.11% Reduce -3.8% 18,013,216 $3.1B
T. Rowe Price Associates Inc. 0.22% Add +3.3% 12,026,486 $2.0B
Charles Schwab Investment Management Inc. 0.32% Add +1.4% 11,887,063 $2.0B
Geode Capital Management, LLC 0.09% Add +0.2% 8,157,792 $1.4B
Morgan Stanley 0.08% Reduce -2.6% 7,718,393 $1.3B
FMR LLC 0.05% Add +21.3% 5,891,934 $1.0B
Ameriprise Financial Inc. 0.22% Reduce -9.1% 5,572,170 $948.7M
Franklin Resources Inc. 0.23% Add +5.0% 5,273,517 $897.9M
Bank of America Corp. 0.05% Add +5.5% 4,272,345 $727.4M
Barclays PLC 0.26% Add +5.3% 4,143,672 $705.5M
Invesco Ltd. 0.10% Reduce -11.7% 3,640,098 $619.8M
Northern Trust Corp. 0.07% Reduce -6.9% 3,267,825 $556.4M
Dimensional Fund Advisors LP 0.11% Reduce -13.3% 2,970,012 $505.7M
Bank of New York Mellon Corp 0.09% Reduce -2.0% 2,848,488 $485.0M
Wellington Management Group LLP 0.09% Reduce -7.4% 2,846,647 $484.7M
JPMorgan Chase & Co. 0.03% Reduce -11.7% 2,494,633 $424.7M
Nuveen, LLC 0.11% Reduce -9.4% 2,484,704 $423.0M
Amundi 0.12% Reduce -5.4% 2,252,334 $368.7M
Massachusetts Financial Services Co. 0.10% Add +13.3% 1,929,599 $328.5M
Legal & General Group Plc 0.07% Add +2.3% 1,904,181 $324.2M
UBS Group AG 0.06% Reduce -16.5% 1,872,774 $318.9M
Goldman Sachs Group Inc. 0.05% Add +12.3% 1,861,713 $317.0M
Allianz Asset Management GmbH 0.35% Add +14.5% 1,689,005 $287.6M
Allspring Global Investments Holdings, LLC 0.46% Add +17.7% 1,706,187 $286.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -35.3% 1,627,054 $277.0M
Arrowstreet Capital, Limited Partnership 0.17% New 1,616,581 $275.2M
1832 Asset Management L.P. 0.42% Add +0.3% 1,440,979 $245.3M
Royal Bank of Canada 0.04% Reduce -71.0% 1,366,543 $232.7M
Two Sigma Investments, LP 0.35% Add +495.4% 1,283,669 $218.6M
LSV Asset Management 0.48% Reduce -5.6% 1,278,370 $217.7M
Montrusco Bolton Investments Inc. 2.49% Reduce -24.5% 1,255,650 $213.8M
Victory Capital Management Inc. 0.11% Reduce -26.7% 1,136,695 $193.5M
Worldquant Millennium Advisors LLC 0.83% Add +225.7% 1,133,023 $192.9M
Two Sigma Advisers, LP 0.37% Add +142.3% 1,092,600 $186.0M
Wells Fargo & Company 0.04% Add +16.9% 1,027,177 $174.9M
Raymond James Financial Inc. 0.06% Add +2.3% 1,007,335 $171.5M
Jacobs Levy Equity Management, Inc. 0.65% Reduce -2.9% 954,943 $162.6M
Swiss National Bank 0.09% Reduce -5.3% 902,800 $153.7M
Deutsche Bank AG 0.05% Add +12.9% 837,774 $142.6M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.7% 730,568 $124.4M
AQR Capital Management 0.08% Reduce -27.8% 720,222 $122.6M
Citigroup Inc. 0.08% Reduce -15.9% 683,232 $116.3M
Manufacturers Life Insurance Company, The 0.09% Reduce -1.4% 647,647 $110.3M
Merewether Investment Management, LP 2.59% Add +19.4% 634,731 $108.1M
Rhumbline Advisers 0.09% Reduce -0.1% 632,229 $107.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +3.1% 630,870 $107.4M
Millennium Management 0.08% Add +17.1% 605,530 $103.1M
Stifel Financial Corp. 0.09% Reduce -0.3% 596,106 $101.5M
Empower Advisory Group, LLC 0.28% Add +2.5% 592,301 $100.8M
California Public Employees Retirement System 0.06% Add +1.5% 575,237 $97.9M
Russell Investments Group, Ltd. 0.11% Add +6.4% 551,992 $94.1M
Bank of Montreal 0.04% Add +4.7% 529,967 $90.2M
HSBC Holdings PLC 0.05% Reduce -23.8% 527,036 $89.6M
Cincinnati Financial Corp. 1.73% No change 514,640 $87.6M
Huntington National Bank 0.71% Reduce -36.3% 511,243 $87.0M
LPL Financial LLC 0.02% Add +3.0% 495,956 $84.4M
National Pension Service 0.06% Add +3.6% 491,134 $83.6M
Citadel Advisors 0.07% Reduce -42.2% 475,130 $80.9M
Alliancebernstein L.P. 0.03% Reduce -2.2% 469,507 $79.9M
Royal London Asset Management Ltd. 0.17% Add +7.2% 460,075 $78.3M
Robeco Institutional Asset Management B.V. 0.11% Add +51.6% 453,053 $77.1M
Voloridge Investment Management, LLC 0.25% Add +96.5% 444,919 $75.8M
BNP Paribas Financial Markets 0.05% Reduce -41.7% 398,143 $67.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Reduce -18.3% 384,986 $65.5M
California State Teachers Retirement System 0.07% Reduce -0.2% 376,866 $64.2M
Private Management Group Inc. 1.85% Reduce -1.9% 365,264 $62.2M
O'shaughnessy Asset Management, LLC 0.36% Reduce -14.4% 363,525 $61.9M
Cincinnati Insurance Co. 0.94% No change 356,538 $60.7M
Principal Financial Group Inc. 0.03% Reduce -1.5% 354,212 $60.3M
Ensign Peak Advisors, Inc 0.10% Reduce -6.3% 352,201 $60.0M
M&T Bank Corp 0.19% Reduce -3.7% 339,871 $57.9M
Mirae Asset Global Investments Co., Ltd. 0.18% Reduce -0.5% 332,439 $56.6M
Balyasny Asset Management L.P. 0.11% Add +1244.1% 309,650 $52.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +1.6% 286,355 $48.8M
State Board of Administration of Florida Retirement System 0.09% Reduce -3.5% 285,268 $48.6M
Old Republic International Corp. 1.80% No change 284,500 $48.4M
Pictet Asset Management Holding SA 0.04% Add +41.9% 266,802 $45.4M
Van Eck Associates Corp. 0.04% Add +1.4% 263,646 $44.9M
Macquarie Group Ltd. 0.05% Reduce -12.8% 262,135 $44.6M
Envestnet Asset Management Inc. 0.01% Reduce -14.9% 256,396 $43.7M
Aviva PLC 0.08% Add +6.2% 253,979 $43.2M
Sei Investments Co. 0.05% Reduce -6.0% 252,988 $43.1M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +11.1% 248,297 $42.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Reduce -27.0% 232,407 $39.6M
New York State Teachers Retirement System 0.08% Reduce -0.1% 231,131 $39.4M
KLP Kapitalforvaltning As 0.16% Add +1.5% 229,961 $39.2M
State of Wisconsin Investment Board 0.09% Add +5.8% 228,754 $38.9M
Korea Investment CORP 0.08% Reduce -2.7% 226,745 $38.6M
Brandywine Global Investment Management, LLC 0.27% Reduce -48.5% 225,930 $38.5M
Corient Private Wealth LP 0.06% Reduce -0.8% 222,740 $37.9M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -8.2% 212,800 $36.2M
Mackenzie Financial Corp. 0.04% Add +60.1% 206,552 $35.2M
CANADA LIFE ASSURANCE Co 0.05% Add +1.3% 203,730 $35.1M
HRT Financial LP 0.13% New 202,568 $34.5M
Conning Inc. 1.21% Reduce -23.7% 202,411 $34.5M
Voya Investment Management LLC 0.04% Reduce -12.1% 200,490 $34.1M
Natixis Advisors, LLC 0.05% Reduce -0.6% 199,667 $34.0M
Semper Augustus Investments 4.24% Add +0.4% 199,527 $34.0M
Whittier Trust Co. 0.38% Add +2.5% 206,410 $33.1M
Zurich Insurance Group Ltd 0.23% Add +0.4% 192,321 $32.7M
Solus Alternative Asset Management LP 11.58% No change 189,577 $32.3M
US Bancorp \de 0.04% Reduce -1.8% 185,945 $31.7M
Walleye Capital LLC 0.27% Add +594.9% 179,535 $30.6M
Fort Washington Investment Advisors Inc. 0.16% Reduce -7.0% 178,657 $30.4M
Prudential Financial Inc. 0.04% Reduce -52.2% 178,086 $30.3M
DekaBank Deutsche Girozentrale 0.05% No change 175,852 $30.1M
Groupama Asset Managment 0.44% Add +10.7% 173,650 $29.6M
Achmea Investment Management B.V. 0.36% Reduce -2.5% 170,936 $29.1M
Jones Financial Companies LLLP 0.02% Add +14.0% 164,331 $28.8M
Commonwealth Equity Services, LLC 0.04% Reduce -10.1% 168,756 $28.7M
Neuberger Berman Group LLC 0.02% Reduce -2.7% 168,328 $28.7M
Sagefield Capital LP 3.15% Add +94.0% 165,221 $28.1M
Country Trust Bank 0.61% Reduce -19.7% 164,728 $28.0M
National Bank of Canada 0.03% Reduce -15.2% 163,210 $27.8M
Public Employees Retirement System of Ohio 0.09% Add +10.5% 162,976 $27.7M
Sonora Investment Management Group, LLC 1.94% Reduce -1.3% 161,033 $27.4M
Nisa Investment Advisors, LLC 0.11% Add +17.4% 160,794 $27.4M
Janus Henderson Group PLC 0.01% Reduce -13.8% 159,663 $27.2M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -4.1% 159,358 $27.1M
Pinnacle Financial Partners Inc 0.65% Reduce -9.7% 158,889 $27.1M
Acadian Asset Management LLC 0.05% Add +33.3% 158,914 $27.0M
Mariner, LLC 0.03% Add +1.5% 158,047 $26.9M
Cetera Investment Advisers 0.03% Add +57.5% 154,079 $26.2M
Summit Street Capital Management, LLC 3.59% Reduce -11.7% 153,663 $26.2M
PNC Financial Services Group, Inc. 0.02% Reduce -0.9% 152,106 $25.9M
Badgley Phelps Wealth Managers, LLC 0.53% Add +0.7% 148,452 $25.3M
Engineers Gate Manager LP 0.29% Add +218.5% 146,712 $25.0M
Susquehanna International Group, LLP 0.04% Add +38.2% 145,099 $24.7M
Cullen/Frost Bankers, Inc. 0.29% Reduce -6.7% 145,053 $24.7M
American Century Companies Inc. 0.01% Reduce -72.4% 144,530 $24.6M
Captrust Financial Advisors 0.05% Reduce -1.7% 143,696 $24.5M
AE Wealth Management LLC 0.16% Reduce -10.9% 143,581 $24.4M
First Trust Advisors LP 0.02% Reduce -45.0% 143,548 $24.4M
TD Asset Management Inc 0.02% Add +25.6% 143,363 $24.4M
Treasurer of the State of North Carolina 0.07% Reduce -3.8% 140,344 $23.9M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -30.7% 136,303 $23.2M
Nan Shan Life Insurance Co., Ltd. 0.49% Reduce -32.6% 135,152 $23.0M
Nomura Asset Management Co. Ltd. 0.06% Reduce -11.4% 134,226 $22.9M
Capital Fund Management S.A. 0.23% New 134,167 $22.8M
Quantinno Capital Management LP 0.06% Add +44.1% 133,248 $22.7M
HighTower Advisors, LLC 0.03% Reduce -10.6% 131,823 $22.4M
Asset Management One Co., Ltd. 0.06% Add +1.5% 131,177 $22.3M
Baird Financial Group, Inc. 0.04% Reduce -3.7% 130,185 $22.2M
Crossmark Global Holdings, Inc. 0.33% Reduce -29.0% 129,205 $22.0M
New York State Common Retirement Fund 0.03% No change 129,000 $22.0M
D.A. Davidson & Co. 0.14% Reduce -7.0% 128,072 $21.8M
Sanctuary Advisors, LLC 0.12% Reduce -7.7% 127,653 $21.7M
Truist Financial Corp. 0.03% Reduce -26.5% 126,346 $21.5M
Los Angeles Capital Management LLC 0.07% Add +247.6% 124,054 $21.1M
Aberdeen Group plc 0.03% Reduce -22.2% 121,264 $20.7M
Canada Pension Plan Investment Board 0.01% Reduce -57.0% 120,215 $20.5M
Lido Advisors, LLC 0.08% Add +86.4% 116,999 $19.9M
SouthState Bank Corp 0.92% Reduce -0.2% 116,847 $19.9M
Thomist Capital Management, LP 6.16% New 114,900 $19.8M
Applied Finance Capital Management, LLC 1.39% Add +13.8% 115,183 $19.6M
Toronto Dominion Bank 0.04% Reduce -9.9% 114,704 $19.5M
ExodusPoint Capital Management, LP 0.27% New 113,408 $19.3M
Assenagon Asset Management S.A. 0.03% Reduce -5.4% 113,138 $19.3M
Payden & Rygel 1.60% New 111,800 $19.0M
Cibc World Market Inc. 0.04% Reduce -4.7% 111,359 $19.0M
State of New Jersey Common Pension Fund D 0.07% Add +1.1% 109,076 $18.6M
Creative Planning 0.01% Add +3.7% 107,547 $18.3M
AMF Tjanstepension AB 0.11% No change 106,205 $18.1M
Osaic Holdings, Inc. 0.03% Add +10.8% 110,318 $17.9M
Erste Asset Management GmbH 0.17% Reduce -2.4% 104,150 $17.9M
Storebrand Asset Management As 0.05% Add +7.5% 105,091 $17.9M
Paradiem, LLC 4.17% Add +67.5% 104,939 $17.9M
Cerity Partners LLC 0.03% Add +9.0% 104,859 $17.9M
Willis Investment Counsel 0.97% No change 104,600 $17.8M
NorthCrest Asset Manangement, LLC 0.42% Add +1.4% 108,660 $17.7M
Bank of Nova Scotia 0.03% Reduce -15.3% 102,511 $17.5M
Resona Asset Management Co.,Ltd. 0.08% Reduce -6.7% 100,690 $17.2M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -1.2% 103,480 $16.9M
Rockefeller Capital Management L.P. 0.03% Add +2.8% 96,618 $16.5M
Foster Victor Wealth Advisors, LLC 1.02% Reduce -11.6% 101,978 $16.4M
State of Michigan Retirement System 0.08% Reduce -1.1% 96,062 $16.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -2.6% 94,823 $16.1M
Rafferty Asset Management, LLC 0.05% Reduce -10.5% 93,674 $15.9M
Aware Super Pty Ltd as trustee of Aware Super 0.22% Reduce -56.0% 92,954 $15.8M
State of Tennessee, Department of Treasury 0.05% Add +34.3% 92,592 $15.8M
Arizona State Retirement System 0.08% Reduce -0.5% 91,473 $15.6M
Empowered Funds, LLC 0.16% Reduce -54.1% 90,232 $15.4M
Freestone Grove Partners LP 0.11% Reduce -57.8% 89,373 $15.2M
Adams Natural Resources Fund, Inc. 2.30% Add +13.5% 88,900 $15.1M
Pinnacle Associates Ltd. 0.20% Reduce -0.3% 88,742 $15.1M
Ieq Capital, LLC 0.05% Add +3.5% 87,464 $14.9M
Jennison Associates LLC 0.01% Add +38.8% 87,339 $14.9M
Adell Harriman & Carpenter Inc. 0.90% Add +2.3% 86,571 $14.7M
Quadrature Capital Ltd 0.17% Add +1044.1% 85,829 $14.6M
Westchester Capital Management, Inc. 3.13% Reduce -0.7% 85,421 $14.5M
United Capital Management of KS, Inc. 1.97% Add +2.4% 85,050 $14.5M
Kwmg, LLC 1.27% Reduce -6.6% 84,963 $14.5M
AXA Investment Managers S.A. 0.04% — 84,040 $14.3M
Wealthfront Advisers LLC 0.03% Reduce -0.5% 83,417 $14.2M
Federation des caisses Desjardins du Quebec 0.06% Reduce -24.0% 83,024 $14.1M
Whittier Trust Co. of Nevada Inc. 0.30% Add +2.6% 87,983 $14.1M
Wolverine Trading, LLC 0.28% Add +237.1% 81,902 $14.1M
Sound Income Strategies, LLC 0.77% Reduce -0.3% 86,521 $14.0M
Summit Financial Wealth Advisors, LLC 2.17% Reduce -0.9% 83,349 $14.0M
Busey Bank 0.39% Add +0.3% 81,344 $13.8M
Richard C. Young & CO., LTD. 1.28% Reduce -3.3% 81,041 $13.8M
Federated Hermes, Inc. 0.02% Reduce -50.4% 80,366 $13.7M
Lighthouse Investment Partners, LLC 0.49% Add +21.0% 80,005 $13.6M
Aquatic Capital Management LLC 0.25% Reduce -27.7% 79,127 $13.5M
Czech National Bank 0.09% Add +3.1% 78,900 $13.4M
Martingale Asset Management L P 0.34% Add +167.4% 78,668 $13.4M
MetLife Investment Management, LLC 0.06% Reduce -3.4% 77,101 $13.1M
Gabelli Funds LLC 0.09% Add +5.2% 76,907 $13.1M
Ninety One SA (Pty) Ltd 0.58% New 76,514 $13.0M
William B. Walkup & Associates, Inc. 6.90% Reduce -0.0% 75,608 $12.9M
Xponance LLC 0.10% Add +8.9% 74,763 $12.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -2.9% 74,599 $12.7M
Empire Life Investments Inc. 0.74% Add +0.1% 73,992 $12.6M
Voleon Capital Management LP 0.30% Add +36.4% 72,907 $12.4M
Corigliano Investment Advisers, LLC 4.01% New 72,700 $12.4M
S.E.E.D. Planning Group LLC 3.59% Reduce -11.1% 72,306 $12.3M
Gotham Asset Management 0.05% Add +81.8% 71,382 $12.2M
Advisors Asset Management, Inc. 0.20% Reduce -4.2% 70,538 $12.0M
Calamos Advisors LLC 0.07% No change 69,603 $11.9M
Comerica Bank 0.04% Reduce -2.5% 69,600 $11.8M
Janney Montgomery Scott LLC 0.03% Reduce -1.2% 69,051 $11.8M
FIL Ltd 0.01% Add +5302.8% 68,777 $11.7M
Public Sector Pension Investment Board 0.04% Add +3.9% 66,965 $11.4M
Retirement Systems of Alabama 0.04% Reduce -1.4% 66,267 $11.3M
Adams Asset Advisors, LLC 1.48% No change 65,962 $11.2M
Guinness Asset Management LTD 0.18% Reduce -5.2% 64,806 $11.2M
Bollard Group LLC 0.27% Add +4.8% 65,222 $11.1M
Praetorian PR LLC 6.76% New 65,000 $11.1M
Hamilton Capital Partners Inc. 0.45% Reduce -10.7% 64,489 $11.0M
ProShare Advisors LLC 0.02% Reduce -15.1% 64,017 $10.9M
CIBC Private Wealth Group LLC 0.02% Add +0.7% 63,339 $10.8M
DNB Asset Management AS 0.04% Add +4.0% 63,208 $10.8M
Credit Agricole S A 0.04% — 63,186 $10.8M
Beacon Pointe Advisors, LLC 0.09% Reduce -14.6% 62,987 $10.7M
Verition Fund Management LLC 0.06% Reduce -32.9% 62,740 $10.7M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -12.5% 62,240 $10.6M
Nordea Investment Management AB 0.01% Add +6.4% 61,032 $10.3M
Cinctive Capital Management LP 0.51% Reduce -56.2% 60,363 $10.3M
Cambria Investment Management, L.P. 0.62% Reduce -6.4% 60,037 $10.2M
Amalgamated Bank 0.07% Reduce -2.3% 59,135 $10.1M
Westbourne Investment Advisors, Inc. 2.78% Add +1.9% 58,570 $10.0M
Community Bank & Trust, Waco, Texas 2.06% Add +0.4% 58,520 $10.0M
STRS Ohio 0.04% Add +0.0% 57,964 $9.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -10.8% 56,690 $9.7M
Auxier Asset Management LLC 1.35% Reduce -0.6% 56,516 $9.6M
Hutchinson Capital Management 1.65% Reduce -0.8% 56,072 $9.5M
Daiwa Securities Group Inc. 0.03% Add +13.1% 54,717 $9.3M
IFM Investors Pty Ltd 0.08% Reduce -2.1% 53,027 $9.3M
Foundations Investment Advisors, LLC 0.14% Add +0.9% 54,634 $9.3M
Bailard, Inc. 0.20% Reduce -0.2% 54,220 $9.2M
Glenview Trust Co 0.15% Add +0.6% 54,122 $9.2M
Mercer Global Advisors Inc. 0.02% Add +0.0% 54,105 $9.2M
Quantbot Technologies LP 0.25% Add +1448.2% 53,397 $9.1M
American National Bank & Trust 0.90% Reduce -0.7% 53,390 $9.1M
Cambridge Financial Group, Inc. 3.52% Add +35.2% 53,285 $9.1M
LMCG Investments, LLC 0.53% Reduce -3.9% 53,179 $9.1M
Vanguard Personalized Indexing Management, LLC 0.09% Add +6.7% 52,487 $8.9M
Guggenheim Capital LLC 0.07% Reduce -1.2% 52,098 $8.9M
Utah Retirement Systems 0.09% Reduce -0.4% 51,583 $8.8M
Carmel Capital Management L.L.C. 2.65% Add +5.8% 51,136 $8.7M
Pathstone Holdings, LLC 0.03% Add +1.5% 51,000 $8.7M
Washington Trust Bank 0.64% Reduce -4.1% 50,931 $8.7M
Narwhal Capital Management 0.64% Reduce -17.6% 50,897 $8.7M
GF Fund Management Co. LTD. 0.16% Reduce -12.4% 50,567 $8.6M
Yousif Capital Management, LLC 0.09% Reduce -6.1% 50,499 $8.6M
Police & Firemen's Retirement System of New Jersey 0.07% Add +6.0% 50,248 $8.6M
Stephens Inc. 0.11% Reduce -22.5% 49,856 $8.5M
Clearbridge Investments, LLC 0.01% Add +21.2% 49,486 $8.4M
Petredis Investment Advisors LLC 0.68% Reduce -1.2% 49,394 $8.4M
Swiss Life Asset Management Ltd 0.04% Add +25.2% 48,883 $8.3M
O'Brien Greene & Co. Inc 2.56% Reduce -2.3% 48,824 $8.3M
Hancock Whitney Corp. 0.15% Reduce -1.4% 48,760 $8.3M
Texas Yale Capital Corp. 0.26% Reduce -2.0% 48,395 $8.2M
CIBC Asset Management Inc 0.02% Reduce -0.0% 48,360 $8.2M
Teacher Retirement System of Texas 0.03% Reduce -12.3% 48,350 $8.2M
Parallax Volatility Advisers, L.P. 0.28% Add +1849.2% 48,164 $8.2M
Kestra Advisory Services, LLC 0.04% Add +1.9% 47,854 $8.1M
Renaissance Technologies 0.01% Add +264.0% 47,688 $8.1M
Spirit of America Management Corp. 1.62% Reduce -13.3% 47,534 $8.1M
Fiduciary Trust Co 0.09% Reduce -0.3% 47,386 $8.1M
JCIC Asset Management Inc. 2.52% — 47,344 $8.1M
NEOS Investment Management LLC 0.06% Add +55.9% 47,084 $8.0M
Cwm, LLC 0.02% Add +9.3% 46,997 $8.0M
Thrivent Financial for Lutherans 0.02% Reduce -3.1% 46,880 $8.0M
Private Advisor Group, LLC 0.04% Add +3.8% 46,549 $7.9M
Bridgewater Associates 0.03% New 46,334 $7.9M
Avantax Planning Partners, Inc. 0.22% Add +1.1% 45,916 $7.8M
Annex Advisory Services, LLC 0.17% Add +15.0% 45,778 $7.8M
New York Life Investment Management LLC 0.07% Reduce -3.3% 45,433 $7.7M
Focus Partners Wealth 0.01% Add +1.8% 45,355 $7.7M
AIA Group Ltd 0.14% New 45,100 $7.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -9.0% 45,016 $7.7M
Artemis Investment Management LLP 0.10% New 44,975 $7.7M
AlTi Global, Inc. 0.18% Add +0.0% 44,894 $7.6M
Fusion Capital, LLC 2.22% Add +0.0% 44,920 $7.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +0.7% 44,698 $7.6M
Cincinnati Specialty Underwriters Insurance CO 1.76% No change 44,133 $7.5M
Sterling Capital Management LLC 0.11% Reduce -70.3% 44,004 $7.5M
QRG Capital Management, Inc. 0.09% Reduce -17.4% 43,852 $7.5M
Cresset Asset Management, LLC 0.03% Add +2.9% 43,294 $7.4M
Rakuten Investment Management, Inc. 0.03% — 26,627 $7.4M
Bell & Brown Wealth Advisors, LLC 2.40% Add +0.8% 42,985 $7.3M
CIBC Bancorp USA Inc. 0.04% — 42,951 $7.3M
Advisory Resource Group 1.31% Reduce -13.6% 42,946 $7.3M
Blair William & Co. 0.02% Add +10.4% 42,834 $7.3M
Woodline Partners LP 0.03% Add +21.2% 41,057 $7.0M
Manning & Napier Advisors LLC 0.09% Reduce -50.7% 40,520 $7.0M
Oppenheimer & Co. Inc. 0.08% Reduce -9.1% 40,859 $7.0M
Ethic Inc. 0.11% Add +248.4% 40,855 $7.0M
Patton Albertson Miller Group, LLC 0.84% Reduce -0.5% 40,818 $6.9M
Capital Investment Advisors, LLC 0.11% Reduce -11.4% 40,670 $6.9M
Schroder Investment Management Group 0.01% Reduce -21.1% 40,164 $6.9M
James Investment Research, Inc. 0.75% Reduce -0.9% 40,483 $6.9M
Generali Asset Management SPA SGR 0.15% Reduce -4.8% 40,003 $6.8M
Public Employees Retirement Association of Colorado 0.02% Reduce -6.2% 39,681 $6.8M
Burney Co./ 0.21% Add +0.1% 39,476 $6.7M
Nissay Asset Management Corp. /Japan 0.04% Add +0.6% 39,202 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -5.9% 39,196 $6.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +4.6% 38,651 $6.6M
LBP Am SA 0.08% Reduce -2.4% 38,644 $6.6M
Atlantic Union Bankshares Corp 0.12% Reduce -0.2% 38,012 $6.5M
NewSquare Capital LLC 0.43% Reduce -0.5% 37,571 $6.4M
Candriam S.C.A. 0.03% Reduce -7.2% 36,535 $6.2M
MML Investors Services, LLC 0.02% Reduce -2.8% 36,504 $6.2M
First National Trust Co 0.21% Reduce -42.9% 36,415 $6.2M
WP Advisors, LLC 1.57% Add +0.0% 36,262 $6.2M
Oregon Public Employees Retirement Fund 0.08% Add +31.1% 35,469 $6.0M
Hudson Capital Management LLC 1.64% Add +1.7% 35,205 $6.0M
Steward Partners Investment Advisory, LLC 0.03% Add +1.6% 35,023 $6.0M
Pacer Advisors, Inc. 0.02% Reduce -98.3% 34,745 $5.9M
Thomasville National Bank 0.37% Reduce -2.1% 34,467 $5.9M
NewEdge Advisors, LLC 0.03% Add +11.1% 34,417 $5.9M
Central Bank & Trust Co. 0.92% Reduce -0.2% 34,410 $5.9M
Hourglass Capital, LLC 1.31% No change 34,345 $5.8M
Dark Forest Capital Management LP 0.22% Add +821.6% 34,053 $5.8M
Tortoise Capital Advisors, L.L.C. 0.07% New 33,959 $5.8M
GQG Partners LLC 0.01% Reduce -5.5% 33,766 $5.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% Reduce -62.0% 33,671 $5.7M
Volterra Technologies LP 3.77% New 33,409 $5.7M
State of Alaska, Department of Revenue 0.06% Reduce -5.5% 33,362 $5.7M
Forvis Mazars Wealth Advisors, LLC 0.11% Add +2.6% 33,084 $5.6M
Ninety One UK Ltd 0.01% New 33,065 $5.6M
AG2R La Mondiale Gestion D'actifs 0.29% No change 41,553 $5.6M
Northwest Bancshares, Inc. 0.92% Reduce -4.6% 32,592 $5.5M
D. E. Shaw & Co. 0.00% Add +131.9% 32,421 $5.5M
Vestcor Inc 0.16% Reduce -75.7% 32,343 $5.5M
MassMutual Private Wealth & Trust, FSB 0.14% Reduce -5.7% 32,224 $5.5M
Douglas Lane & Associates, LLC 0.08% Add +1.4% 31,772 $5.4M
Beacon Investment Advisory Services, Inc. 0.23% Add +5.3% 31,742 $5.4M
Farmers Trust Co. 0.93% Reduce -0.6% 31,572 $5.4M
Advisory Services Network, LLC 0.08% Reduce -4.5% 31,537 $5.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -11.7% 31,587 $5.4M
Primecap Management Co. 0.00% Reduce -13.7% 31,500 $5.4M
Interval Partners, LP 0.11% Add +73.4% 31,474 $5.4M
Agf Management Ltd. 0.02% Reduce -55.6% 31,283 $5.3M
KBC Group NV 0.01% Reduce -83.5% 30,854 $5.3M
Signature Wealth Management Group 2.00% Add +30.3% 30,207 $5.1M
one8zero8, LLC 1.11% Reduce -2.3% 30,048 $5.1M
MAI Capital Management 0.03% Add +275.4% 30,041 $5.1M
Bokf, NA 0.08% Add +6.9% 30,029 $5.1M
UniSuper Management Pty Ltd 0.03% Add +10.5% 29,709 $5.1M
Montgomery Investment Management Inc. 1.77% No change 29,590 $5.0M
Shepherd Financial Partners LLC 0.47% Reduce -0.1% 29,017 $4.9M
Viking Fund Management LLC 0.60% Reduce -9.4% 29,000 $4.9M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -3.6% 28,566 $4.9M
SVB Wealth LLC 0.26% Reduce -7.3% 28,287 $4.8M
DRW Securities, LLC 0.25% Add +78.0% 28,292 $4.8M
&partners 0.03% Add +13.9% 27,938 $4.8M
Thoroughbred Financial Services, LLC 0.29% Reduce -0.1% 27,599 $4.7M
Wealth Advisory Solutions, LLC 1.12% No change 27,247 $4.6M
Commerce Bank 0.03% Reduce -1.1% 26,777 $4.6M
Highland Capital Management, LLC 0.22% Reduce -0.9% 26,431 $4.5M
Scotia Capital Inc. 0.02% Add +13.4% 25,992 $4.4M
Resources Management Corp. /CT/ 0.57% Add +0.7% 25,803 $4.4M
Howard Capital Management, LLC 0.06% Add +0.1% 25,747 $4.4M
IMA Advisory Services, Inc. 0.43% Reduce -1.0% 25,209 $4.3M
CSU Producer Resources, Inc. 12.60% No change 25,059 $4.3M
Trinity Legacy Partners, LLC 0.97% Reduce -0.3% 24,937 $4.2M
Teachers Retirement System of the State of Kentucky 0.03% No change 24,757 $4.2M
Mgo One Seven LLC 0.10% Add +5.5% 24,745 $4.2M
Knights of Columbus Asset Advisors LLC 0.24% Reduce -2.2% 24,705 $4.2M
Convergence Investment Partners, LLC 0.94% Add +11.5% 24,591 $4.2M
Edgestream Partners, L.P. 0.12% New 24,509 $4.2M
Entropy Technologies, LP 0.31% Add +5.3% 24,496 $4.2M
Atria Investments, Inc 0.05% Reduce -16.4% 24,347 $4.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 24,308 $4.1M
Motco 0.37% Add +1.2% 23,813 $4.1M
Welch & Forbes LLC 0.05% Reduce -0.6% 23,347 $4.0M
Teamwork Financial Advisors, LLC 0.43% Reduce -0.2% 23,136 $3.9M
Genus Capital Management Inc. 0.46% New 23,100 $3.9M
Pine Valley Investments Ltd Liability Co 0.20% Reduce -2.0% 23,070 $3.9M
Stanley-Laman Group, Ltd. 0.56% Reduce -3.7% 23,044 $3.9M
Cherokee Insurance Co 1.67% No change 22,850 $3.9M
Kestra Private Wealth Services, LLC 0.05% Reduce -2.8% 22,809 $3.9M
Argent Trust Co 0.14% Add +126.0% 22,504 $3.8M
SteelPeak Wealth, LLC 0.13% Reduce -36.8% 21,923 $3.7M
Glenmede Investment Management, LP 0.02% Reduce -0.2% 21,872 $3.7M
Metis Global Partners, LLC 0.09% Reduce -1.2% 21,848 $3.7M
Sequoia Financial Advisors, LLC 0.02% Add +7.1% 21,843 $3.7M
Geneos Wealth Management Inc. 0.09% Reduce -4.3% 21,811 $3.7M
Fourpath Capital Management, LLC 0.52% Reduce -1.1% 21,670 $3.7M
Old Second National Bank of Aurora 0.76% Reduce -0.0% 21,585 $3.7M
Vident Advisory, LLC 0.04% Add +3.8% 21,225 $3.6M
AustralianSuper Pty Ltd 0.02% Reduce -93.8% 21,224 $3.6M
CENTRAL TRUST Co 0.08% Reduce -1.3% 21,159 $3.6M
Infrastructure Capital Advisors, LLC 0.64% Add +181.2% 21,123 $3.6M
StoneX Group Inc. 0.16% Reduce -1.3% 20,903 $3.6M
Community Trust & Investment Co. 0.19% Reduce -3.4% 20,892 $3.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +46.1% 20,891 $3.6M
Foster & Motley Inc. 0.19% Reduce -6.1% 20,730 $3.5M
Jefferies Financial Group Inc. 0.03% New 20,624 $3.5M
LRT Capital Management, LLC 2.31% Add +360.9% 20,503 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -6.8% 20,465 $3.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.26% No change 20,300 $3.5M
Mizuho Securities USA LLC 0.07% Add +4.5% 22,626 $3.4M
Uniplan Investment Counsel, Inc. 0.35% Reduce -0.6% 20,133 $3.4M
Quadrant Private Wealth Management, LLC 0.63% Add +5.6% 20,129 $3.4M
Gateway Investment Advisers LLC 0.03% Add +3.0% 20,118 $3.4M
Canal Insurance CO 0.73% No change 20,000 $3.4M
FORA Capital, LLC 0.60% New 19,951 $3.4M
Barings LLC 0.07% No change 19,903 $3.4M
HB Wealth Management, LLC 0.02% Add +17.4% 19,834 $3.4M
Kentucky Retirement Systems 0.09% Reduce -3.1% 19,598 $3.3M
Integrated Wealth Concepts LLC 0.03% Reduce -59.1% 19,562 $3.3M
Praxis Investment Management Inc. 0.20% Add +3.4% 19,400 $3.3M
Regions Financial Corp. 0.02% Reduce -2.6% 19,399 $3.3M
Diversified Trust Co. 0.07% Add +1.6% 19,323 $3.3M
Siemens Fonds Invest GmbH 0.18% Add +19.2% 19,254 $3.3M
Smartleaf Asset Management LLC 0.20% Reduce -0.2% 19,003 $3.3M
Arax Advisory Partners 0.05% Add +1458.4% 19,153 $3.3M
Munich Reinsurance Co Stock Corp in Munich 0.08% — 19,081 $3.2M
Norinchukin Bank, The 0.04% Add +1.9% 19,058 $3.2M
Cypress Capital Group 0.38% Add +0.3% 18,786 $3.2M
Bridgeway Capital Management, LLC 0.07% Reduce -13.4% 18,750 $3.2M
Mirabella Financial Services LLP 0.28% Add +139.9% 18,701 $3.2M
Stiles Financial Services Inc 1.00% Add +4.7% 18,583 $3.2M
Benjamin Edwards Inc. 0.04% Add +17.3% 18,440 $3.1M
Bahl & Gaynor LLC 0.02% Reduce -2.1% 18,433 $3.1M
Prosperity Consulting Group, LLC 0.15% Reduce -0.9% 18,261 $3.1M
Argonautica Private Wealth Management, Inc. 0.91% Reduce -1.2% 18,242 $3.1M
Mader & Shannon Wealth Management, Inc. 1.52% Add +0.6% 18,218 $3.1M
Hartford Investment Management Co. 0.09% Reduce -3.6% 18,179 $3.1M
Navellier & Associates Inc. 0.31% Add +1.0% 18,164 $3.1M
Heritage Wealth Management, Inc. 0.91% Reduce -0.1% 18,119 $3.1M
Stratos Wealth Partners, LTD. 0.04% Reduce -8.8% 17,971 $3.1M
Dana Investment Advisors, Inc. 0.09% Reduce -2.9% 17,780 $3.0M
Castleark Management LLC 0.08% Add +397.8% 17,720 $3.0M
FineMark National Bank & Trust 0.10% Reduce -2.3% 17,653 $3.0M
Mathes Company, Inc. 1.08% Reduce -0.6% 17,595 $3.0M
Sunbelt Securities, Inc. 0.21% Reduce -28.6% 17,570 $3.0M
Fisher Asset Management 0.00% Add +12.4% 17,515 $3.0M
Tilia Fiduciary Partners, Inc. 1.72% Reduce -1.4% 17,503 $3.0M
Caprock Group, LLC 0.07% — 19,252 $2.9M
Brevan Howard Capital Management LP 0.04% Reduce -72.9% 17,299 $2.9M
Empirical Finance, LLC 0.14% Add +36.3% 17,196 $2.9M
Donaldson Capital Management, LLC 0.09% Reduce -3.3% 17,061 $2.9M
Qsemble Capital Management, LP 0.28% New 16,938 $2.9M
Beacon Investment Advisors LLC 1.18% Add +1.5% 16,923 $2.9M
Jacobi Capital Management LLC 0.17% Add +1.6% 16,866 $2.9M
Squarepoint Ops LLC 0.01% Reduce -96.1% 16,763 $2.9M
Anchor Investment Management, LLC 0.24% Reduce -2.2% 16,763 $2.9M
Brown Advisory Inc. 0.00% Reduce -2.0% 16,539 $2.8M
Pinnacle Wealth Management Advisory Group, LLC 0.21% Add +2.3% 16,535 $2.8M
Merit Financial Group, LLC 0.03% Add +5.6% 16,361 $2.8M
Louisiana State Employees Retirement System 0.05% Reduce -1.2% 16,300 $2.8M
CI Investments Inc. 0.01% Add +0.3% 16,290 $2.8M
Savant Capital, LLC 0.02% Reduce -0.0% 16,250 $2.8M
Fruth Investment Management 0.75% Reduce -3.0% 16,250 $2.8M
Prospera Financial Services Inc 0.05% Add +0.8% 16,215 $2.8M
Moseley Investment Management Inc. 0.84% Add +1.8% 16,202 $2.8M
Intech Investment Management LLC 0.02% Reduce -69.1% 16,162 $2.8M
BankPlus Trust Department 0.74% Add +2.8% 16,149 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Reduce -69.3% 16,044 $2.7M
Roundview Capital LLC 0.17% Add +2.4% 16,026 $2.7M
Fifth Third Bancorp 0.01% Add +14.2% 15,858 $2.7M
Bragg Financial Advisors, Inc 0.09% Reduce -3.4% 15,770 $2.7M
Nemes Rush Group LLC 0.27% Add +7.2% 15,738 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -2.0% 15,705 $2.7M
Unison Advisors LLC 0.24% Add +0.8% 15,631 $2.7M
Barrow Hanley Mewhinney & Strauss LLC 0.01% Add +1.6% 15,573 $2.7M
Jane Street Group, LLC 0.00% Reduce -81.0% 15,540 $2.6M
Inscription Capital, LLC 0.28% Reduce -6.4% 15,496 $2.6M
Maryland State Retirement & Pension System 0.06% Add +2.0% 15,468 $2.6M
Fulton Bank, N.A. 0.09% Add +15.5% 15,350 $2.6M
Avos Capital Management, LLC 1.21% Add +27.0% 15,283 $2.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +23.1% 15,203 $2.6M
Park Avenue Securities LLC 0.02% Add +15.8% 15,196 $2.6M
DAVENPORT & Co LLC 0.01% Reduce -36.6% 15,190 $2.6M
Keybank National Association 0.01% Add +7.1% 15,096 $2.6M
Securian Asset Management, Inc. 0.07% Reduce -8.3% 14,986 $2.6M
Wesbanco Bank Inc. 0.07% Reduce -3.3% 14,944 $2.5M
Mitchell & Pahl Private Wealth, LLC 1.06% Reduce -1.2% 14,900 $2.5M
Bristlecone Advisors, LLC 0.21% Reduce -5.1% 14,857 $2.5M
Allworth Financial LP 0.01% Reduce -1.3% 14,846 $2.5M
Hanson & Doremus Investment Management 0.32% Reduce -5.5% 14,719 $2.5M
Investment Management Corp of Ontario 0.04% Add +91.5% 14,686 $2.5M
Man Group plc 0.00% Reduce -48.5% 14,656 $2.5M
SG Americas Securities, LLC 0.01% Reduce -86.0% 14,594 $2.5M
Bank & Trust Co 1.83% Reduce -0.4% 14,553 $2.5M
Banco de Sabadell, S.A 1.62% Reduce -12.9% 14,383 $2.4M
Intrust Bank NA 0.20% Add +2.9% 14,367 $2.4M
Nilsine Partners, LLC 0.22% New 14,330 $2.4M
New Mexico Educational Retirement Board 0.07% Reduce -4.7% 14,116 $2.4M
Smith Group Asset Management, LLC 0.14% No change 14,000 $2.4M
MBM Wealth Consultants, LLC 0.59% Reduce -7.8% 13,848 $2.4M
United Capital Financial Advisors, LLC 0.02% Add +1.9% 13,795 $2.3M
Synovus Financial Corp. 0.03% Add +0.1% 13,706 $2.3M
GAMMA Investing LLC 0.13% Add +9.1% 13,707 $2.3M
Mediolanum International Funds Ltd 0.02% Reduce -72.1% 13,328 $2.3M
Bar Harbor Wealth Management 0.14% No change 13,464 $2.3M
Banque Cantonale Vaudoise 0.09% Reduce -25.4% 13,361 $2.3M
Old National Bancorp 0.04% Reduce -0.8% 13,328 $2.3M
Independent Advisor Alliance 0.06% Add +1.5% 13,273 $2.3M
Independent Solutions Wealth Management, LLC 0.40% Reduce -0.1% 13,244 $2.3M
F/m Investments LLC 0.09% New 13,226 $2.3M
Syon Capital LLC 0.12% Add +2.0% 13,186 $2.2M
Sigma Planning Corp 0.06% Add +82.2% 12,817 $2.2M
Danske Bank A/S 0.01% No change 12,731 $2.2M
Marshall Wace, LLP 0.00% New 12,725 $2.2M
PFG Investments, LLC 0.11% Add +0.2% 12,703 $2.2M
Profund Advisors LLC 0.07% Add +0.6% 12,607 $2.1M
King Luther Capital Management Corp. 0.01% Add +1.1% 12,589 $2.1M
Viawealth, LLC 1.17% Reduce -0.1% 12,560 $2.1M
Fifth Third Wealth Advisors LLC 0.08% Add +0.1% 12,536 $2.1M
Caldwell Trust Co 0.20% Add +0.4% 12,441 $2.1M
Commerzbank Aktiengesellschaft 0.04% Add +16.8% 12,201 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Reduce -0.9% 12,203 $2.1M
Level Four Advisory Services, LLC 0.07% Reduce -0.8% 12,188 $2.1M
OMERS ADMINISTRATION Corp 0.01% No change 12,110 $2.1M
Courier Capital LLC 0.12% Reduce -0.5% 12,108 $2.1M
River Street Advisors LLC 0.80% Add +3.3% 12,046 $2.1M
Choreo, LLC 0.03% Reduce -4.2% 11,928 $2.0M
UMB Bank, n.a. 0.03% Add +7.9% 11,908 $2.0M
Huntleigh Advisors, Inc. 0.35% No change 11,890 $2.0M
Mengis Capital Management, Inc. 0.40% Add +0.0% 11,855 $2.0M
Becker Capital Management Inc. 0.06% Add +0.6% 11,837 $2.0M
Harvest Portfolios Group Inc. 0.04% Reduce -9.6% 11,802 $2.0M
Equitable Holdings, Inc. 0.01% Add +14.6% 11,790 $2.0M
Energy Income Partners, LLC 0.04% Add +10.8% 11,771 $2.0M
Ritholtz Wealth Management 0.04% Add +6.5% 11,686 $2.0M
Spire Wealth Management 0.07% Add +1026.6% 11,660 $2.0M
Bessemer Group Inc. 0.00% Add +15.9% 11,606 $2.0M
Community Financial Services Group, LLC 0.36% Reduce -4.1% 11,607 $2.0M
Measured Risk Portfolios, Inc. 2.13% Reduce -3.2% 11,577 $2.0M
HITE Hedge Asset Management LLC 0.11% Reduce -77.9% 11,490 $2.0M
NorthCoast Asset Management LLC 0.01% Reduce -6.3% 11,472 $2.0M
Sowell Financial Services LLC 0.07% Add +0.6% 11,467 $2.0M
Stablepoint Partners, LLC 0.31% Add +1.8% 11,421 $1.9M
Summit Trail Advisors, LLC 0.03% Add +67.3% 11,408 $1.9M
Fidelis Capital Partners, LLC 0.15% Reduce -0.9% 11,371 $1.9M
Smithbridge Asset Management Inc. 0.28% No change 11,337 $1.9M
First Merchants Corp. 0.07% Reduce -13.6% 11,333 $1.9M
Recurrent Investment Advisors LLC 0.15% Reduce -93.7% 11,259 $1.9M
Heritage Trust Co 0.20% Add +7.3% 11,239 $1.9M
Farther Finance Advisors, LLC 0.03% Add +28.4% 11,230 $1.9M
Orleans Capital Management Corp. 1.24% Reduce -24.7% 11,222 $1.9M
NewEdge Wealth, LLC 0.03% Add +16.6% 11,179 $1.9M
Paragon Capital Management Inc. 1.39% Reduce -3.9% 10,948 $1.9M
Allstate Corp. 0.04% New 10,944 $1.9M
Phoenix Financial Ltd. 0.02% Reduce -65.7% 10,891 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +4.8% 10,741 $1.8M
Access Financial Services, Inc. 0.66% Reduce -0.9% 10,674 $1.8M
Clearstead Advisors, LLC 0.03% Reduce -0.8% 10,641 $1.8M
Threadgill Financial, LLC 0.87% No change 10,585 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Add +3.3% 10,499 $1.8M
Affinity Investment Advisors, LLC 1.21% Reduce -2.1% 10,488 $1.8M
Daiichi Life Insurance Co., Ltd. 0.04% No change 10,409 $1.8M
Shorepoint Capital Partners LLC 0.35% — 10,373 $1.8M
Nomura Holdings Inc. 0.01% New 10,362 $1.8M
Cornerstone Select Advisors, LLC 1.29% Add +5.8% 10,334 $1.8M
Tower Research Capital LLC (TRC) 0.05% Add +4.3% 10,317 $1.8M
J.W. Cole Advisors, Inc. 0.03% Reduce -3.0% 10,250 $1.7M
iA Global Asset Management Inc. 0.02% Add +328.3% 10,218 $1.7M
Oppenheimer Asset Management Inc. 0.02% Add +4.1% 10,219 $1.7M
Moody National Bank Trust Division 0.15% Reduce -1.1% 10,204 $1.7M
GoalVest Advisory LLC 0.36% Add +10.2% 10,097 $1.7M
Peapack Gladstone Financial Corp. 0.02% Reduce -2.0% 10,079 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +1.6% 10,075 $1.7M
Bleakley Financial Group, LLC 0.04% Reduce -3.5% 10,068 $1.7M
Apollon Wealth Management, LLC 0.03% Reduce -8.6% 9,996 $1.7M
First Citizens Bank & Trust Co. 0.04% Reduce -16.2% 9,951 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -31.1% 9,947 $1.7M
Vinva Investment Management Ltd 0.03% Reduce -24.9% 9,834 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.9% 9,901 $1.7M
Tema ETFs LLC 0.14% New 9,800 $1.7M
Venture Visionary Partners LLC 0.06% Add +79.7% 9,745 $1.7M
SeaCrest Wealth Management, LLC 0.17% Reduce -5.9% 10,193 $1.7M
Triad Wealth Partners, LLC 0.21% New 9,609 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -5.7% 9,399 $1.6M
Providence Wealth Advisors, LLC 1.02% Add +1.1% 9,558 $1.6M
MGB Wealth Management, LLC 0.46% Reduce -1.0% 9,475 $1.6M
Verdence Capital Advisors LLC 0.09% Reduce -21.5% 9,247 $1.6M
Moors & Cabot, Inc. 0.07% Reduce -6.8% 9,431 $1.6M
Legacy Bridge, LLC 0.67% Reduce -0.3% 9,412 $1.6M
SPC Financial, Inc. 0.13% Add +0.3% 9,396 $1.6M
Flputnam Investment Management Co. 0.02% Reduce -3.4% 9,386 $1.6M
Buckley Wealth Management, LLC 0.44% Reduce -1.2% 9,374 $1.6M
Arkadios Wealth Advisors 0.04% Add +5.4% 9,123 $1.6M
Citizens National Bank Trust Department 0.28% Reduce -2.5% 9,102 $1.5M
Flagship Harbor Advisors, LLC 0.07% Reduce -2.3% 9,070 $1.5M
Great Valley Advisor Group, Inc. 0.03% Reduce -4.5% 8,951 $1.5M
MIdWestOne Financial Group, Inc. 0.18% Reduce -8.8% 8,949 $1.5M
Cidel Asset Management Inc. 0.09% Add +5.1% 8,917 $1.5M
Mutual Advisors, LLC 0.03% Add +4.2% 8,674 $1.5M
Bank of Nova Scotia Trust Co. 0.14% Add +24.0% 8,771 $1.5M
Aigen Investment Management, LP 0.23% Add +149.4% 8,662 $1.5M
Roman Butler Fullerton & Co. 0.40% Reduce -0.2% 8,637 $1.5M
Corsicana & Co. 0.83% — 8,647 $1.5M
Coastline Trust Co 0.16% Reduce -0.2% 8,605 $1.5M
Procyon Advisors, LLC 0.09% Add +51.5% 8,583 $1.5M
Wahed Invest LLC 0.20% Add +0.6% 8,540 $1.5M
Johnson Investment Counsel Inc. 0.01% Reduce -0.7% 8,530 $1.5M
Marino, Stram & Associates LLC 0.26% Add +0.2% 8,500 $1.4M
Tidal Investments LLC 0.01% Reduce -5.8% 8,417 $1.4M
Westwood Holdings Group Inc. 0.01% Add +88.6% 8,393 $1.4M
Mufg Securities Americas Inc. 0.09% Add +20.7% 8,377 $1.4M
Horizon Investments, LLC 0.02% Add +43.0% 8,337 $1.4M
Inspire Investing, LLC 0.14% Add +295.0% 8,295 $1.4M
Miller Howard Investments Inc. 0.04% Reduce -10.1% 8,262 $1.4M
Ashton Thomas Private Wealth, LLC 0.04% Add +58.1% 8,250 $1.4M
Capital Advisors Inc. 0.02% Reduce -13.1% 8,238 $1.4M
Cadence Bank 0.09% Add +0.2% 8,220 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -4.3% 8,214 $1.4M
Ascent Group, LLC 0.05% Add +26.7% 8,076 $1.4M
Guidance Capital, Inc. 0.36% Add +2.7% 8,032 $1.4M
Avidian Wealth Enterprises, LLC 0.05% Add +20.8% 8,035 $1.4M
Prudential PLC 0.01% Add +11.0% 8,000 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +6.0% 7,966 $1.4M
First United Bank & Trust 0.44% Add +0.1% 7,960 $1.4M
Principal Securities, Inc. 0.02% Add +13.2% 7,960 $1.4M
Kornitzer Capital Management Inc. 0.03% Add +0.6% 7,949 $1.4M
Peddock Capital Advisors, LLC 0.29% Reduce -4.6% 7,924 $1.3M
EverSource Wealth Advisors, LLC 0.05% Reduce -5.0% 7,888 $1.3M
Catherine Avery Investment Management LLC 0.86% Reduce -0.5% 7,847 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -3.2% 7,798 $1.3M
Field & Main Bank 0.39% Reduce -2.5% 7,773 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.21% Reduce -1.6% 7,729 $1.3M
Pitcairn Co. 0.10% Reduce -7.0% 7,671 $1.3M
Tounjian Advisory Partners, LLC 0.44% New 7,644 $1.3M
Crestmont Private Wealth LLC 0.43% New 7,600 $1.3M
Atlantic Edge Private Wealth Management, LLC 0.33% Add +1.1% 7,572 $1.3M
Jain Global LLC 0.02% Reduce -82.0% 7,536 $1.3M
Guerra Advisors Inc 0.47% Add +28.4% 7,528 $1.3M
USS Investment Management Ltd 0.01% No change 7,512 $1.3M
Greenfield Savings Bank 0.54% Reduce -1.3% 7,509 $1.3M
Cornerstone Advisors, LLC 0.04% Reduce -1.3% 7,500 $1.3M
Oak Thistle LLC 0.19% Reduce -38.0% 7,385 $1.3M
Valeo Financial Advisors, LLC 0.03% Add +2.6% 7,379 $1.3M
Rodgers Brothers Inc. 0.15% Add +0.0% 7,360 $1.3M
X-Square Capital, LLC 0.39% Reduce -52.4% 7,356 $1.3M
Ostrum Asset Management 0.06% Reduce -3.0% 7,350 $1.3M
Godshalk Welsh Capital Management, Inc. 0.72% No change 7,325 $1.2M
Nicholas Wealth, LLC. 0.91% Add +13.4% 7,321 $1.2M
Neumann Capital Management, LLC 0.36% Reduce -6.3% 7,321 $1.2M
Rexford Capital Inc. 0.96% Add +0.8% 7,310 $1.2M
Wedmont Private Capital 0.05% Add +7.0% 7,530 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -5.5% 7,208 $1.2M
International Assets Investment Management, LLC 0.10% No change 8,856 $1.2M
Greenleaf Trust 0.01% Add +0.5% 7,159 $1.2M
Investors Research Corp 0.23% No change 7,154 $1.2M
Waverly Advisors, LLC 0.01% Add +5.1% 7,110 $1.2M
Confluence Wealth Services, Inc. 0.06% No change 7,082 $1.2M
Global Retirement Partners, LLC 0.03% Add +9.7% 7,059 $1.2M
Meeder Advisory Services, Inc. 0.06% Add +28.4% 7,058 $1.2M
JT Stratford LLC 0.16% Add +5.1% 7,047 $1.2M
VCI Wealth Management LLC 0.36% Add +16.1% 7,032 $1.2M
RBF Capital, LLC 0.05% No change 7,000 $1.2M
Ables, Iannone, Moore & Associates, Inc. 0.68% Reduce -1.1% 6,979 $1.2M
Ballew Advisors, Inc 0.66% No change 7,300 $1.2M
Fayez Sarofim & Co 0.00% No change 6,921 $1.2M
Wealthspire Advisors, LLC 0.01% Reduce -20.2% 6,887 $1.2M
Concurrent Investment Advisors, LLC 0.02% Add +1.8% 6,886 $1.2M
Kendall Capital Management 0.26% Reduce -1.9% 6,745 $1.1M
Belpointe Asset Management LLC 0.04% Reduce -1.9% 6,729 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +45.3% 6,706 $1.1M
Perbak Capital Partners LLP 0.20% Add +15.2% 6,658 $1.1M
SCP Investment, LP 0.91% Add +73.7% 6,600 $1.1M
Rothschild Investment LLC 0.06% Reduce -5.6% 6,571 $1.1M
Coldstream Capital Management Inc. 0.02% Reduce -4.8% 6,568 $1.1M
Personal Cfo Solutions, LLC 0.20% Reduce -0.7% 6,547 $1.1M
Tectonic Advisors LLC 0.06% Add +17.6% 6,537 $1.1M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -7.7% 6,493 $1.1M
Larson Financial Group LLC 0.04% Reduce -11.5% 6,467 $1.1M
Denali Advisors LLC 0.12% Add +73.5% 6,418 $1.1M
Manske Wealth Management 0.33% Add +0.0% 6,413 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +25.5% 6,406 $1.1M
Brookstone Capital Management 0.01% Add +12.4% 6,394 $1.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.31% Reduce -8.8% 6,392 $1.1M
IHT Wealth Management, LLC 0.03% Add +1.7% 6,374 $1.1M
Ballast, Inc. 0.26% Reduce -2.5% 6,372 $1.1M
Capital Planning Advisors, LLC 0.15% Reduce -15.3% 6,352 $1.1M
Axxcess Wealth Management, LLC 0.02% Reduce -2.3% 6,341 $1.1M
Essex Investment Management Co. LLC 0.16% No change 6,302 $1.1M
Picton Mahoney Asset Management 0.01% Reduce -50.2% 6,300 $1.1M
MRP Capital Investments, LLC 0.92% Reduce -28.9% 7,949 $1.1M
Twin Capital Management Inc. 0.13% Reduce -3.2% 6,266 $1.1M
Harbor Capital Advisors, Inc. 0.08% Add +2.6% 6,224 $1.1M
Inceptionr LLC 0.25% Reduce -54.0% 6,180 $1.1M
Berger Financial Group, Inc 0.06% Reduce -0.7% 6,161 $1.0M
Evoke Wealth, LLC 0.02% Add +7.1% 6,073 $1.0M
Csenge Advisory Group 0.05% Add +10.3% 6,066 $1.0M
Legacy Trust 0.20% No change 6,034 $1.0M
Linscomb Wealth, Inc. 0.04% Add +0.2% 6,030 $1.0M
Citizens Financial Group Inc. 0.01% Add +20.7% 5,957 $1.0M
MUFG Securities EMEA plc 0.03% Add +537.3% 5,946 $1.0M
Pekin Hardy Strauss, Inc. 0.10% Add +8.3% 5,915 $1.0M
CreativeOne Wealth, LLC 0.02% Reduce -5.2% 5,912 $1.0M
Panagora Asset Management Inc. 0.00% Reduce -97.4% 5,901 $1.0M
Compound Planning, Inc. 0.03% Add +5.4% 5,858 $997K
Rockland Trust Co. 0.04% Add +31.5% 5,836 $994K
Kennondale Capital Management LLC 0.76% No change 5,825 $992K
LMR Partners LLP 0.02% New 5,809 $989K
Forum Financial Management, LP 0.01% Reduce -0.1% 5,788 $985K
Lewis Asset Management, LLC 0.40% Add +1.5% 5,754 $980K
Quad-Cities Investment Group, LLC 0.42% Add +1.3% 5,742 $978K
Jackson Hole Capital Partners, LLC 0.17% Reduce -0.7% 5,708 $972K
Red Cedar Investment Management, LLC 0.11% No change 5,697 $970K
Koshinski Asset Management, Inc. 0.07% Add +0.2% 5,651 $962K
Brighton Jones LLC 0.02% Add +5.2% 5,622 $957K
Florida Trust Wealth Management Co 0.03% Add +0.3% 5,600 $953K
GC Wealth Management RIA, LLC 0.03% Add +120.4% 5,564 $947K
Smith, Moore & Co. 0.07% Reduce -0.8% 5,534 $942K
Sather Financial Group Inc 0.05% Add +2.2% 5,511 $938K
Argyle Capital Management, LLC 0.32% No change 5,500 $936K
Snowden Capital Advisors LLC 0.03% Add +0.9% 5,480 $933K
Sig Brokerage, LP 0.23% New 5,451 $928K
Dauntless Investment Group, LLC 2.43% New 5,434 $925K
Turning Point Benefit Group, Inc. 0.56% Add +9.0% 5,513 $924K
Dakota Wealth Management 0.02% Reduce -57.3% 5,412 $921K
Summa Corp. 0.40% No change 5,400 $919K
Simmons Bank 0.06% Add +3.2% 5,384 $917K
DMC Group, LLC 0.63% Add +13.2% 5,332 $908K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +0.3% 5,318 $905K
Quadrant Capital Group LLC 0.03% Add +0.4% 5,263 $896K
Ausdal Financial Partners, Inc. 0.04% Add +23.4% 5,256 $895K
Canada Post Corp Registered Pension Plan 0.04% No change 5,195 $894K
McCarter Private Wealth Services LLC 0.46% Add +1.0% 5,252 $894K
Archford Capital Strategies, LLC 0.11% Reduce -35.3% 5,251 $894K
First National Bank of Mount Dora, Trust Investment Services 0.20% Reduce -31.0% 5,227 $890K
Transamerica Financial Advisors, LLC 0.07% Reduce -20.8% 5,224 $889K
Vise Technologies, Inc. 0.03% Add +3.9% 5,222 $889K
SummitTX Capital, L.P. 0.04% New 5,204 $886K
Brady Martz Wealth Solutions, LLC 0.16% No change 5,194 $884K
Laraway Financial Advisors Inc 0.60% No change 5,188 $883K
Collective Family Office LLC 0.21% Reduce -2.2% 5,181 $882K
Williams Jones Wealth Management, LLC. 0.01% Add +75.7% 5,163 $879K
Fearless Solutions, LLC dba Best Invest 0.56% Reduce -14.9% 5,136 $874K
Essential Partners LLC 0.29% No change 5,087 $866K
OneDigital Investment Advisors LLC 0.01% Add +11.3% 5,066 $863K
Perigon Wealth Management, LLC 0.02% Add +3.9% 5,060 $862K
VAUGHAN & Co SECURITIES, INC. 0.46% Add +26.3% 5,058 $861K
Elevated Capital Advisors, LLC 0.21% Reduce -12.7% 5,041 $858K
Symphony Financial, Ltd. Co. 0.10% Reduce -1.0% 5,017 $855K
Parsons Capital Management Inc. 0.05% No change 5,015 $854K
E&G Advisors, LLC 0.20% Reduce -0.8% 5,008 $853K
Pinion Investment Advisors, LLC 0.23% Add +19.5% 4,981 $852K
Evernest Financial Advisors, LLC 0.24% No change 5,000 $851K
Bangor Savings Bank 0.07% Add +3.7% 4,999 $851K
Pinnacle Wealth Planning Services, Inc. 0.10% Reduce -10.1% 4,999 $851K
Navigoe, LLC 0.54% No change 5,000 $851K
Sagespring Wealth Partners, LLC 0.02% Add +17.8% 4,995 $850K
Quantessence Capital LLC 0.27% New 4,978 $848K
Silver Coast Investments LLC 0.29% Reduce -10.0% 4,949 $843K
Savvy Advisors, Inc. 0.04% Add +21.0% 4,928 $839K
Sunpointe, LLC 0.30% Reduce -1.8% 4,904 $835K
KCM Investment Advisors LLC 0.03% Add +7.8% 4,895 $833K
CX Institutional 0.03% Add +44.7% 4,888 $832K
Bryn Mawr Trust Advisors, LLC 0.04% Add +14.9% 4,849 $826K
Eads & Heald Wealth Management 0.39% Reduce -0.4% 4,835 $823K
Checchi Capital Advisers, LLC 0.06% Reduce -6.1% 4,829 $822K
St. Johns Investment Management Company, LLC 0.35% Add +3.6% 4,827 $822K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -17.5% 4,806 $818K
Lanark Financial, Inc. 0.06% Reduce -1.8% 4,789 $815K
HighPoint Advisor Group LLC 0.04% Add +2.7% 4,787 $815K
Adirondack Trust Co. 0.27% Reduce -0.5% 4,785 $815K
Wedbush Securities Inc. 0.03% Reduce -30.2% 4,760 $810K
Prelude Capital Management, LLC 0.06% Add +137.5% 4,755 $810K
TD Waterhouse Canada Inc. 0.01% Reduce -59.6% 4,813 $807K
Rosenberg Matthew Hamilton 0.17% No change 4,730 $805K
Oddo BHF Asset Management Sas 0.03% Add +1.8% 4,725 $804K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +1.9% 4,702 $801K
Chesapeake Wealth Management 0.24% Reduce -1.1% 4,697 $800K
Patrick M Sweeney & Associates, Inc. 0.52% Add +1.1% 4,687 $798K
World Investment Advisors 0.02% Add +12.3% 4,674 $796K
Ramirez Asset Management, Inc. 0.11% No change 4,665 $794K
Coppell Advisory Solutions LLC 0.08% Add +3.6% 4,613 $794K
Garrett Wealth Advisory Group, LLC 0.15% Add +0.8% 4,630 $788K
Pallas Capital Advisors LLC 0.03% Reduce -11.1% 4,546 $774K
Stonegate Investment Group, LLC 0.02% No change 4,538 $773K
Institute for Wealth Management, LLC. 0.08% No change 4,532 $772K
NorthRock Partners, LLC 0.01% Add +2.5% 4,511 $768K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Reduce -30.8% 4,500 $766K
Krilogy Financial LLC 0.03% New 4,486 $763K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.6% 4,469 $761K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.7% 4,450 $758K
Cornerstone Wealth Management, LLC 0.04% Add +11.1% 4,445 $757K
Brown Brothers Harriman & Co. 0.00% Add +22.3% 4,436 $755K
Financial Advisors Network, Inc. 0.11% Reduce -7.3% 4,427 $754K
Kathmere Capital Management, LLC 0.05% Reduce -5.0% 4,413 $751K
Hilltop Holdings Inc. 0.04% Add +7.4% 4,411 $751K
Romano Brothers and Company 0.09% No change 4,399 $749K
Hara Capital LLC 0.44% No change 4,395 $748K
Waterloo Capital, L.P. 0.06% Reduce -3.9% 4,384 $746K
Old Port Advisors 0.19% Reduce -3.7% 4,369 $744K
Emerald Advisors, LLC 0.10% Add +3.0% 4,368 $744K
Employees Retirement System of Texas 0.01% New 4,359 $742K
Strategic Financial Concepts, LLC 0.11% New 4,355 $742K
CSS LLC 0.13% Add +68.6% 4,350 $741K
Sumitomo Life Insurance Co. 0.02% Reduce -3.2% 4,336 $738K
Hollencrest Capital Management 0.03% No change 4,280 $729K
Leavell Investment Management, Inc. 0.03% Add +7.7% 4,243 $722K
Stratos Wealth Advisors, LLC 0.03% Reduce -4.8% 4,239 $722K
Loudon Investment Management, LLC 0.38% No change 4,219 $718K
Bank of Hawaii 0.04% Add +0.7% 4,209 $717K
Wright Investors Service Inc. 0.21% Reduce -5.3% 4,177 $711K
MTM Investment Management, LLC 0.23% Reduce -4.6% 4,175 $711K
Leonteq Securities AG 0.04% Reduce -50.6% 4,165 $709K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.6% 4,105 $699K
Fortem Financial Group, LLC 0.20% Reduce -4.8% 4,098 $698K
Sapient Capital LLC 0.01% Reduce -2.0% 4,051 $697K
Parallel Advisors, LLC 0.01% Add +9.8% 4,074 $694K
Armstrong Advisory Group, Inc. 0.05% Reduce -6.8% 4,063 $692K
Tiaa Trust, National Association 0.00% Add +1.0% 4,029 $686K
Aprio Wealth Management, LLC 0.07% Add +2.0% 4,026 $686K
Driehaus Capital Management LLC 0.00% New 4,024 $685K
Independent Financial Group, LLC 0.02% Reduce -2.8% 4,018 $684K
Duff & Phelps Investment Management Co. 0.01% Reduce -4.0% 4,017 $684K
Ruggaard & Associates LLC 0.26% Reduce -0.0% 4,013 $683K
Bill Few Associates, Inc. 0.18% Add +0.1% 4,000 $681K
Mullaney, Keating & Wright, Inc. 0.38% No change 4,000 $681K
True North Advisors, LLC 0.11% Add +2.9% 3,991 $680K
Centennial Wealth Advisory LLC 0.19% Add +4.0% 3,978 $677K
Chicago Partners Investment Group LLC 0.02% Reduce -6.5% 3,994 $676K
Gradient Investments LLC 0.01% Reduce -8.1% 3,965 $675K
Norden Group LLC 0.07% Add +1.0% 3,960 $674K
Hennessy Advisors Inc. 0.02% Reduce -33.6% 3,950 $673K
Realta Investment Advisors 0.22% Add +1.1% 3,948 $672K
Delta Financial Advisors LLC 0.19% New 3,946 $672K
XTX Topco Ltd 0.03% Reduce -88.6% 3,925 $668K
Biltmore Wealth Management, LLC 0.25% New 3,895 $663K
Segment Wealth Management, LLC 0.04% Reduce -21.4% 3,891 $662K
Journey Strategic Wealth LLC 0.02% Add +19.3% 3,884 $661K
Cooper Financial Group 0.07% Reduce -5.1% 3,873 $659K
Montecito Bank & Trust 0.10% — 3,855 $656K
Purkiss Capital Advisors LLC 0.31% Add +29.2% 3,851 $656K
Goelzer Investment Management, Inc. 0.03% Reduce -0.3% 3,844 $654K
1ST Source Bank 0.03% Add +2.0% 3,828 $652K
Wealth Management Associates, Inc. 0.23% No change 3,825 $651K
Townsquare Capital LLC 0.10% Reduce -31.6% 3,823 $651K
PBMares Wealth Management LLC 0.11% No change 3,814 $649K
Proffitt & Goodson Inc. 0.09% Reduce -2.7% 3,812 $649K
DSG Capital Advisors, LLC 0.10% Add +1.6% 3,803 $647K
Zacks Investment Management 0.01% Reduce -32.9% 3,790 $645K
Midwest Trust Co 0.01% Reduce -5.9% 3,790 $645K
HUB Investment Partners, LLC 0.02% Add +14.4% 3,781 $644K
Callan Family Office, LLC 0.02% Add +2.1% 3,778 $643K
Burke & Herbert Bank & Trust Co. 0.14% No change 3,775 $643K
HM Payson & Co. 0.01% Reduce -6.2% 3,749 $638K
Parkside Financial Bank & Trust 0.05% Reduce -3.7% 3,743 $637K
Lee Danner & Bass Inc. 0.05% No change 3,718 $633K
GAMCO Investors 0.01% Reduce -5.4% 3,718 $633K
Carnegie Investment Counsel 0.01% Reduce -0.6% 3,713 $632K
Simplicity Wealth,LLC 0.04% Reduce -42.8% 3,705 $631K
Strait & Sound Wealth Management LLC 0.24% Reduce -6.1% 3,686 $628K
Journey Advisory Group, LLC 0.05% New 3,680 $627K
Plato Investment Management Ltd 0.04% No change 3,692 $624K
Jump Financial, LLC 0.01% Reduce -87.8% 3,653 $622K
United Community Bank 0.19% Add +98.7% 3,648 $621K
Petra Financial Advisors Inc. 0.36% Reduce -1.9% 3,642 $620K
SageView Advisory Group, LLC 0.02% Add +9.6% 3,627 $618K
Essex Financial Services, Inc. 0.04% Reduce -3.7% 3,604 $614K
Red Door Wealth Management, LLC 0.07% Reduce -0.1% 3,601 $613K
Transcend Capital Advisors, LLC 0.04% Add +5.8% 3,596 $612K
L2 Asset Management, LLC 0.09% Reduce -3.0% 3,595 $612K
Crestwood Advisors Group, LLC 0.01% Add +12.7% 3,583 $610K
EWG Elevate Inc. 0.19% Reduce -0.3% 3,571 $608K
AlphaQuest LLC 0.04% Add +200.2% 3,569 $608K
Arista Wealth Management, LLC 0.08% No change 3,562 $606K
Brave Asset Management Inc. 0.15% Reduce -4.0% 3,555 $605K
Vontobel Holding Ltd. 0.00% Reduce -28.2% 3,552 $605K
Ossiam 0.01% New 3,537 $602K
HBK Sorce Advisory LLC 0.02% Add +1.3% 3,735 $601K
Western Wealth Management, LLC 0.03% Reduce -16.0% 3,524 $600K
Oppenheimer & Close, LLC 0.40% Reduce -5.4% 3,512 $598K
Amova Asset Management Americas, Inc. 0.01% No change 3,511 $598K
Founders Financial Securities LLC 0.04% Add +32.0% 3,492 $595K
Northstar Advisory Group, LLC 0.24% Reduce -14.7% 3,472 $591K
Park Capital Management, LLC / WI 0.47% Reduce -3.0% 3,468 $590K
BankPlus Wealth Management LLC 0.35% Add +3.0% 3,458 $589K
Cladis Investment Advisory, LLC 0.34% No change 3,450 $587K
Cynosure Group, LLC 0.06% No change 3,449 $587K
Means Investment Co., Inc. 0.05% Add +0.1% 3,438 $585K
WealthTrust Axiom LLC 0.16% Add +8.4% 3,438 $585K
Lingohr Asset Management GmbH 1.02% No change 3,434 $585K
Goldstone Financial Group, LLC 0.07% Add +0.0% 3,434 $585K
Lifeworks Advisors, LLC 0.08% Add +0.6% 3,428 $584K
Impact Partnership Wealth, LLC 0.09% Reduce -12.9% 3,385 $576K
Canal Capital Management, LLC 0.09% Reduce -17.4% 3,383 $576K
Private Trust Co. NA 0.05% Add +2.0% 3,381 $576K
Embree Financial Group 0.08% Add +1.0% 3,380 $575K
North Forty Two & Co. 0.56% No change 3,375 $575K
Gentry Private Wealth, LLC 0.40% Add +0.8% 3,358 $572K
Heritage Investors Management Corp. 0.02% Reduce -1.5% 3,347 $570K
Forza Wealth Management, LLC 0.22% No change 3,346 $570K
Crescent Sterling, Ltd. 0.59% Reduce -3.2% 3,285 $559K
Exencial Wealth Advisors, LLC 0.02% Add +7.9% 3,274 $557K
Auxano Advisors, LLC 0.12% Add +1.3% 3,262 $555K
PAX Financial Group, LLC 0.10% Add +0.8% 3,243 $552K
Appleton Partners Inc. 0.04% No change 3,244 $552K
Signaturefd, LLC 0.01% Reduce -5.0% 3,240 $552K
Intellectus Partners, LLC 0.11% Reduce -72.3% 3,232 $550K
Gsa Capital Partners LLP 0.05% Reduce -5.5% 3,209 $546K
Catalyst Funds Management Pty Ltd 0.08% New 3,200 $545K
iSAM Funds (UK) Ltd 0.11% New 3,197 $544K
Palumbo Wealth Management LLC 0.17% No change 3,477 $540K
Kingswood Wealth Advisors, LLC 0.03% Reduce -5.0% 3,157 $537K
Harbour Investments, Inc. 0.01% Add +11.9% 3,156 $537K
Centurion Wealth Management LLC 0.12% New 3,133 $533K
Integrated Advisors Network LLC 0.02% Add +54.9% 3,129 $533K
Element Wealth, LLC 0.23% Add +0.4% 3,123 $532K
Eagle Harbor Asset Management Inc. 0.46% No change 3,105 $529K
CWA Asset Management Group, LLC 0.02% Reduce -2.4% 3,103 $528K
Patten Group, Inc. 0.10% Add +99.3% 3,089 $526K
First National Corp. /Ma/ 0.10% Reduce -0.5% 3,120 $523K
Two Sigma Securities, LLC 0.08% Reduce -70.2% 3,043 $518K
Guinness Atkinson Asset Management Inc 0.25% No change 3,004 $517K
Essex Bank 0.12% Reduce -8.2% 3,030 $516K
Cigna Investments Inc. 0.07% Reduce -1.8% 3,022 $515K
Yukon Wealth Management, Inc. 0.17% Add +0.4% 3,024 $515K
Rydar Equities, Inc. 0.41% Reduce -12.3% 3,055 $512K
Magnolia Capital Management Ltd. 0.39% No change 3,000 $511K
Arosa Capital Management LP 0.83% New 3,000 $511K
Azimuth Capital Investment Management LLC 0.02% No change 3,000 $511K
Mission Wealth Management, LP 0.01% Add +2.5% 2,982 $508K
Bayforest Capital Ltd 0.24% Reduce -5.0% 2,982 $508K
First Financial Bankshares Inc 0.01% Add +0.9% 2,975 $507K
Vista Cima Wealth Management LLC 0.42% New 2,966 $505K
Phoenix Wealth Advisors 0.19% Reduce -2.3% 2,934 $500K
Silvia McColl Wealth Management, LLC 0.34% No change 2,930 $499K
Sovereign Financial Group, Inc. 0.09% Reduce -4.0% 2,926 $498K
Everhart Financial Group, Inc. 0.05% Add +54.0% 2,884 $491K
Childress Capital Advisors, LLC 0.09% Add +28.0% 2,883 $491K
Daner Wealth Management, LLC 0.32% Add +0.7% 3,100 $489K
Aaron Wealth Advisors LLC 0.03% Add +51.6% 2,871 $489K
Angeles Wealth Management, LLC 0.03% Reduce -0.3% 2,851 $485K
Skylands Capital, LLC 0.07% Reduce -13.6% 2,850 $485K
OneAscent Financial Services LLC 0.03% Reduce -13.3% 2,831 $482K
Uhlmann Price Securities, LLC 0.29% New 2,804 $477K
Shell Asset Management Co. 0.05% Reduce -77.8% 2,799 $477K
ARS Wealth Advisors Group, LLC 0.05% No change 2,800 $477K
LGT Group Foundation 0.01% No change 2,842 $477K
Capital Analysts, LLC 0.01% Reduce -1.1% 2,791 $475K
Fiduciary Alliance LLC 0.03% Reduce -15.9% 2,785 $474K
Vicus Capital 0.04% Reduce -10.7% 2,768 $471K
Boothbay Fund Management, LLC 0.01% Add +41.9% 2,751 $468K
Tranquility Partners, LLC 0.16% Reduce -1.2% 2,748 $468K
Moisand Fitzgerald Tamayo, LLC 0.06% No change 2,743 $467K
Rehmann Capital Advisory Group 0.03% Reduce -1.1% 2,737 $466K
Archer Investment Corp 0.11% No change 2,735 $466K
Grove Bank & Trust 0.05% Add +0.3% 2,713 $462K
Asahi Life Asset Management Co., LTD. 0.26% New 2,708 $461K
Peregrine Asset Advisers, Inc. 0.14% No change 2,700 $460K
Gerber, LLC 0.29% No change 2,692 $458K
NFSG Corp 0.07% Add +0.6% 2,691 $458K
Venturi Wealth Management, LLC 0.02% Add +15.9% 2,686 $457K
Bridgefront Capital, LLC 0.13% New 2,680 $456K
Accel Wealth Management 0.13% Add +0.4% 2,671 $455K
Gables Capital Management Inc. 0.19% No change 2,665 $454K
Sage Mountain Advisors LLC 0.03% Add +68.3% 2,664 $454K
Pacific Center for Financial Services 0.12% No change 2,657 $452K
Independence Bank of Kentucky 0.06% No change 2,635 $449K
Founders Capital Management 0.24% No change 2,630 $448K
Assetmark, Inc. 0.00% Add +11.8% 2,625 $447K
Smith Salley Wealth Management 0.02% Reduce -0.3% 2,605 $444K
Frank, Rimerman Advisors LLC 0.03% Add +0.1% 2,603 $443K
Covenant Asset Management, LLC 0.08% No change 2,590 $441K
Financial Management Professionals, Inc. 0.05% Add +0.8% 2,585 $440K
Old North State Trust, LLC 0.27% Reduce -3.9% 2,580 $439K
Aviance Capital Partners, LLC 0.05% Add +24.1% 2,575 $438K
Intrepid Financial Planning Group LLC 0.17% No change 2,574 $438K
Traynor Capital Management, Inc. 0.02% Reduce -10.8% 2,548 $434K
King Wealth Management Group 0.05% No change 2,542 $433K
Mather Group, Llc. 0.00% Reduce -3.8% 2,535 $432K
Strategies Wealth Advisors, LLC 0.04% New 2,529 $431K
Catalyst Financial Partners LLC 0.05% Add +8.0% 2,528 $430K
Lombard Odier Asset Management (USA) Corp 0.11% Reduce -14.7% 2,509 $427K
Composition Wealth, LLC 0.01% Add +3.0% 2,507 $427K
Wellington Shields & Co., LLC 0.11% No change 2,500 $426K
Verus Capital Partners, LLC 0.03% Reduce -3.2% 2,497 $425K
TD Private Client Wealth LLC 0.01% Add +8.7% 2,493 $424K
IFP Advisors, Inc 0.01% Reduce -5.0% 2,487 $423K
Precedent Wealth Partners, LLC 0.09% No change 2,474 $421K
Prudent Man Advisors, LLC 0.16% Reduce -43.4% 2,473 $421K
RD Lewis Holdings, Inc. 0.39% No change 2,336 $415K
Certuity, LLC 0.03% New 2,435 $415K
Sfmg, LLC 0.03% No change 2,424 $413K
AlphaStar Capital Management, LLC 0.04% Reduce -2.3% 2,414 $411K
Centaurus Financial, Inc. 0.02% Reduce -8.6% 2,404 $409K
WealthBridge Capital Management, LLC 0.10% No change 2,384 $406K
Advisors Capital Management, LLC 0.01% Reduce -0.1% 2,379 $405K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.1% 2,363 $402K
American Alpha Advisors, LLC 0.29% Reduce -7.8% 2,360 $402K
Uptick Partners, LLC 0.11% Add +0.4% 2,360 $402K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.0% 2,359 $402K
QTR Family Wealth, LLC 0.19% Add +0.7% 2,349 $400K
Maridea Wealth Management LLC 0.06% Reduce -18.3% 2,494 $399K
Compass Wealth Management LLC 0.09% Reduce -17.6% 2,338 $398K
Abich Financial Wealth Management LLC 0.14% — 2,335 $398K
TCTC Holdings, LLC 0.01% No change 2,334 $397K
Rovin Capital /Ut/ 0.11% Reduce -0.6% 2,332 $397K
Optimum Investment Advisors 0.16% No change 2,325 $396K
VestGen Advisors, LLC 0.01% New 2,325 $396K
Central Pacific Bank - Trust Division 0.05% Reduce -19.6% 2,312 $394K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.3% 2,310 $393K
SYM FINANCIAL Corp 0.04% Reduce -1.9% 2,290 $390K
City National Bank of Florida 0.26% Reduce -21.8% 2,284 $389K
Parcion Private Wealth LLC 0.02% Add +4.7% 2,283 $389K
Freestone Capital Holdings, LLC 0.01% Reduce -0.8% 2,277 $388K
Summit Financial, LLC 0.01% Add +13.5% 2,268 $386K
Trustmark Bank Trust Department 0.03% Add +0.1% 2,267 $386K
Michels Family Financial, LLC 0.30% Add +0.2% 2,256 $384K
Ascentis Independent Advisors 0.06% Add +2.6% 2,246 $382K
Arkfeld Wealth Strategies, L.L.C. 0.14% Add +0.5% 2,380 $382K
Fourth Dimension Wealth, LLC 0.15% Add +220.1% 2,241 $382K
City Center Advisors, LLC 0.37% Reduce -4.2% 2,233 $380K
Armor Investment Advisors, LLC 0.12% No change 2,219 $378K
Scissortail Wealth Management, LLC 0.08% No change 2,216 $377K
Vanguard Capital Wealth Advisors 0.30% Add +15.7% 2,215 $377K
Baker Ellis Asset Management LLC 0.05% Add +1.6% 2,214 $377K
Harvest Fund Management Co., Ltd 0.02% Add +1011.6% 2,212 $377K
Elyxium Wealth, LLC 0.13% Reduce -2.1% 2,213 $377K
OneAscent Wealth Management LLC 0.13% Reduce -5.2% 2,211 $376K
TBH Global Asset Management, LLC 0.07% No change 2,208 $376K
Westpac Banking Corp. 0.02% Reduce -12.5% 2,205 $375K
Aua Capital Management, LLC 0.21% No change 2,194 $374K
One Wealth Advisors, LLC 0.05% Reduce -40.4% 2,194 $374K
Silver Oak Securities, Incorporated 0.03% Add +5.3% 2,188 $372K
Sachetta, LLC 0.14% No change 2,186 $372K
Bfsg, LLC 0.04% Reduce -6.0% 2,173 $370K
Horizon Advisory Services, Inc. 0.19% Reduce -1.8% 2,170 $369K
International Private Wealth Advisors LLC 0.23% Reduce -14.6% 2,169 $369K
ProVise Management Group, LLC 0.03% Reduce -1.1% 2,168 $369K
Fiducient Advisors LLC 0.04% No change 2,149 $366K
Focus Financial Network, Inc. 0.01% Add +3.8% 2,136 $364K
Moneta Group Investment Advisors LLC 0.00% Add +20.8% 2,123 $361K
Oxbow Advisors, LLC 0.03% Add +18.4% 2,122 $361K
Ameritas Advisory Services, LLC 0.02% Add +9.2% 2,121 $361K
KPP Advisory Services LLC 0.05% Add +0.2% 2,114 $360K
Colonial River Investments, LLC 0.13% Reduce -2.4% 2,104 $358K
Hudson Bay Capital Management LP 0.00% New 2,095 $357K
TCI Wealth Advisors, Inc. 0.02% Add +0.1% 2,093 $356K
Mattern Wealth Management LLC 0.07% No change 2,083 $355K
Visionary Wealth Advisors 0.02% No change 2,080 $354K
Rwa Wealth Partners, LLC 0.00% Add +2.3% 2,075 $353K
Good Steward Wealth Advisors,LLC 0.24% Reduce -2.8% 2,061 $351K
Trilogy Capital Inc. 0.02% Reduce -1.5% 2,055 $350K
Parisi Gray Wealth Management 0.09% Reduce -3.8% 2,053 $349K
AMG National Trust Bank 0.01% No change 2,050 $349K
Waddell & Associates, LLC 0.03% Add +2.8% 2,040 $347K
Ballentine Partners, LLC 0.00% Add +29.3% 2,040 $347K
MASTERINVEST Kapitalanlage GmbH 0.03% No change 2,034 $346K
Meadow Creek Wealth Advisors LLC 0.23% Reduce -0.2% 2,212 $346K
Oder Investment Management, LLC 0.25% Reduce -14.0% 2,029 $345K
Gryphon Financial Partners LLC 0.04% Add +34.6% 2,016 $343K
Claret Asset Management Corp 0.04% Reduce -7.5% 2,002 $341K
Financial Sense Advisors, Inc. 0.07% New 2,000 $341K
ESL Trust Services, LLC 0.07% No change 2,000 $341K
Van Cleef Asset Management,Inc 0.03% No change 2,000 $341K
Capital Asset Advisory Services LLC 0.01% Add +11.2% 1,994 $340K
Brookwood Investment Group LLC 0.04% Add +0.3% 1,994 $339K
JARISLOWSKY, FRASER Ltd 0.00% No change 1,992 $339K
Connecticut Wealth Management, LLC 0.01% Reduce -1.3% 1,983 $338K
Ledyard National Bank 0.03% Add +0.5% 1,961 $334K
Opal Wealth Advisors, LLC 0.09% Add +1.4% 1,957 $333K
Drucker Wealth 3.0, LLC 0.06% New 1,946 $331K
PFG Advisors 0.01% Reduce -2.0% 1,940 $330K
Perpetual Ltd 0.00% Reduce -31.0% 1,940 $330K
Narus Financial Partners, LLC 0.09% Add +7.1% 1,936 $330K
Patton Fund Management, Inc. 0.06% No change 1,933 $329K
Strategic Blueprint, LLC 0.01% Reduce -8.5% 1,923 $327K
Guardian Wealth Advisors, LLC / NC 0.02% Add +7.7% 1,921 $327K
Apella Capital, LLC 0.01% Add +21.2% 2,091 $327K
Formidable Asset Management, LLC 0.05% No change 2,420 $325K
Beta Wealth Group, Inc. 0.13% Reduce -55.7% 1,911 $325K
Monument Capital Management 0.08% Reduce -2.4% 1,907 $325K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.17% Add +5.6% 1,900 $323K
Trust Co. of Toledo NA 0.03% Add +5.6% 1,900 $323K
VeraBank, N.A. 0.06% No change 1,894 $322K
Sivia Capital Partners, LLC 0.09% Reduce -2.4% 1,883 $321K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -17.0% 1,870 $318K
Zhang Financial LLC 0.01% No change 1,864 $317K
Probity Advisors, Inc. 0.05% No change 1,863 $317K
Concorde Asset Management, LLC 0.13% — 1,932 $317K
Premier Path Wealth Partners, LLC 0.04% Add +15.9% 1,854 $316K
Acropolis Investment Management, LLC 0.02% Add +8.9% 2,341 $315K
TCFG Wealth Management, LLC 0.12% Reduce -0.1% 1,847 $314K
Atticus Wealth Management, LLC 0.08% Add +63.9% 1,847 $314K
RiverFront Investment Group, LLC 0.01% New 1,846 $314K
Deseret Mutual Benefit Administrators 0.13% Add +13.3% 1,845 $314K
Arvest Bank Trust Division 0.02% Reduce -20.0% 1,825 $311K
Argentarii, LLC 0.12% New 1,820 $310K
Barnes Pettey Financial Advisors, LLC 0.17% Add +2.7% 1,816 $309K
Wilsey Asset Management Inc. 0.06% Reduce -45.0% 1,814 $309K
Invst, LLC 0.04% Add +0.3% 1,808 $308K
Fairbanks Capital Management, Inc. 0.17% No change 1,807 $308K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -23.2% 1,803 $307K
Goepper Burkhardt LLC 0.10% No change 1,800 $306K
LongView Wealth Management 0.08% Add +0.3% 1,797 $306K
Ingalls & Snyder LLC 0.01% No change 1,783 $304K
Occidental Asset Management, LLC 0.04% Add +0.2% 1,777 $303K
Stevens Capital Management LP 0.04% Reduce -41.6% 1,773 $302K
PDS Planning, Inc 0.02% Add +1.4% 1,769 $301K
Accurate Wealth Management, LLC 0.04% Reduce -19.4% 1,856 $301K
Guyasuta Investment Advisors Inc. 0.02% Add +0.5% 1,761 $300K
Patten & Patten Inc. 0.02% Reduce -0.6% 1,760 $300K
LCM Capital Management Inc 0.14% No change 1,760 $300K
Broadway Wealth Solutions, Inc. 0.17% Reduce -5.7% 1,758 $299K
Alta Advisers Ltd 0.09% No change 1,742 $297K
Evergreen Capital Management LLC 0.01% New 1,740 $296K
Quotient Wealth Partners, LLC 0.01% New 1,738 $296K
Kozak & Associates, Inc. 0.06% Add +0.7% 1,657 $296K
Davis R M Inc. 0.01% No change 1,732 $295K
Clarius Group, LLC 0.02% Reduce -59.9% 1,728 $294K
Shelton Capital Management 0.01% Reduce -2.9% 1,719 $293K
Northside Capital Management, LLC 0.03% New 1,713 $292K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +0.1% 1,702 $290K
Cullinan Associates Inc. 0.02% No change 1,700 $289K
Associated Banc-Corp 0.01% Add +6.8% 1,698 $289K
PharVision Advisers, LLC 0.16% New 1,697 $289K
Calton & Associates, Inc. 0.04% New 1,694 $288K
Berman McAleer LLC 0.04% — 1,693 $288K
Stock Yards Bank & Trust Co. 0.01% Reduce -10.7% 1,689 $288K
Portside Wealth Group, LLC 0.04% Add +6.6% 1,687 $287K
CFO4Life Group, LLC 0.04% Add +0.9% 1,685 $287K
Cyndeo Wealth Partners, LLC 0.02% Add +2.0% 1,679 $286K
Philadelphia Trust Co. 0.02% No change 1,654 $282K
Jeppson Wealth Management, LLC 0.09% No change 1,656 $282K
Zions Bancorporation, National Association 0.01% Add +2.6% 1,656 $282K
Oak Asset Management, LLC 0.10% No change 1,653 $281K
Vestor Capital, LLC 0.02% Reduce -10.3% 1,650 $281K
EPG Wealth Management LLC 0.08% Add +0.2% 1,645 $280K
ABLE Financial Group, LLC 0.06% Reduce -3.3% 1,642 $280K
Asset Allocation & Management Company, LLC 0.12% No change 1,634 $278K
OneAscent Investment Solutions LLC 0.30% Reduce -4.8% 1,631 $278K
Hilltop National Bank 0.07% No change 1,628 $277K
Baker Avenue Asset Management, LP 0.01% Add +3.6% 1,627 $277K
Elm Partners Management LLC 0.01% New 1,620 $276K
Schnieders Capital Management, Llc. 0.04% — 1,615 $275K
First Horizon Corp. 0.01% — 1,613 $275K
Modern Wealth Management, LLC 0.01% Add +1.9% 1,609 $274K
Towne Trust Company, N.A 0.09% Reduce -5.9% 1,600 $272K
Newman Dignan & Sheerar, Inc. 0.06% Add +0.2% 1,599 $272K
Thompson Siegel & Walmsley LLC 0.00% No change 1,600 $272K
IRON Financial LLC 0.13% New 1,597 $272K
Soltis Investment Advisors LLC 0.02% Add +0.9% 1,594 $271K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -6.7% 1,592 $271K
Brooklyn Investment Group 0.04% Reduce -4.6% 2,011 $271K
Gladstone Institutional Advisory LLC 0.01% Add +0.9% 1,587 $270K
Silverlake Wealth Management LLC 0.07% Add +0.1% 1,585 $270K
Pin Oak Investment Advisors Inc. 0.19% Add +0.1% 1,584 $270K
Stratos Investment Management, LLC 0.01% Reduce -4.4% 1,582 $269K
Secured Retirement Advisors, LLC 0.15% New 1,581 $269K
Trueblood Wealth Management, LLC 0.10% Add +2.5% 1,575 $268K
Oakworth Capital, Inc. 0.02% Add +5.4% 1,573 $268K
Capital Investment Advisory Services, LLC 0.02% No change 1,571 $267K
Advus Financial Partners, LLC 0.06% No change 1,563 $266K
Searle & Co. 0.07% No change 1,558 $265K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -9.0% 1,558 $265K
Signature Estate & Investment Advisors LLC 0.01% Add +1.0% 1,555 $265K
Cannell & Spears LLC 0.00% Add +2.0% 1,540 $262K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.1% 1,538 $262K
KDT Advisors, LLC 0.38% Reduce -26.5% 1,532 $261K
Eisler Capital Management Ltd. 0.01% Reduce -5.3% 1,469 $261K
Calamos Wealth Management LLC 0.01% New 1,529 $260K
Haverford Trust Co 0.00% Reduce -0.6% 1,527 $260K
Generali Investments, Management Co LLC 0.05% Reduce -28.8% 1,522 $259K
Granite Harbor Advisors, Inc. 0.11% New 1,505 $256K
WINTON GROUP Ltd 0.01% Reduce -88.0% 1,504 $256K
Mustard Seed Financial, LLC 0.16% No change 1,500 $255K
Monetary Management Group Inc. 0.06% No change 1,500 $255K
Sierra Summit Advisors LLC 0.04% No change 1,500 $255K
Sava Infond d.o.o. 0.04% No change 1,500 $255K
Ancora Advisors LLC 0.01% Reduce -16.7% 1,497 $255K
Redwood Wealth Management Group, LLC 0.11% Reduce -5.3% 1,494 $254K
Obsidian Personal Planning Solutions LLC 0.09% No change 1,500 $254K
Kennedy Capital Management LLC 0.01% No change 1,493 $254K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.1% 1,489 $254K
Drive Wealth Management, LLC 0.05% Reduce -1.6% 1,489 $254K
Security National Bank 0.04% Reduce -40.3% 1,481 $252K
Relyea Zuckerberg Hanson LLC 0.03% New 1,480 $252K
Crawford Investment Counsel Inc. 0.00% Reduce -29.9% 1,476 $251K
BIP Wealth, LLC 0.01% New 1,470 $250K
Curi Capital, LLC 0.00% New 1,470 $250K
Versant Capital Management, Inc 0.03% Reduce -9.1% 1,469 $250K
Keebeck Wealth Management 0.03% New 1,461 $249K
Avalon Trust Co 0.02% Add +0.3% 1,456 $248K
City State Bank 0.07% No change 1,455 $248K
Galvin, Gaustad & Stein, LLC 0.02% New 1,450 $247K
SevenBridge Financial Group, LLC 0.04% Reduce -20.3% 1,390 $247K
Potentia Wealth 0.09% Reduce -15.7% 1,447 $246K
Commonwealth Financial Services, LLC 0.04% New 1,441 $245K
Watts Gwilliam & Co., LLC 0.04% No change 1,441 $245K
Cary Street Partners Financial LLC 0.01% Add +14.7% 1,437 $245K
Woodstock Corp. 0.02% New 1,437 $245K
Lester Murray Antman dba SimplyRich 0.07% New 1,435 $244K
Orange Investment Advisors, Inc. 0.03% New 1,425 $243K
Verum Partners LLC 0.05% New 1,419 $242K
Zullo Investment Group, Inc. 0.09% Reduce -6.2% 1,416 $241K
Syverson Strege & Co 0.06% Reduce -12.2% 1,406 $239K
Obermeyer Wealth Partners 0.01% New 1,406 $239K
Tradewinds, LLC. 0.06% New 1,404 $239K
Ferguson Wellman Capital Management, Inc. 0.00% New 1,404 $239K
Pine Harbor Wealth Management, LLC 0.08% New 1,401 $239K
Board of the Pension Protection Fund 0.23% New 1,400 $238K
Mindset Wealth Management, LLC 0.07% New 1,400 $238K
Stockman Wealth Management, Inc. 0.03% New 1,400 $238K
Orrstown Financial Services Inc. 0.04% New 1,399 $238K
Naples Global Advisors, LLC 0.02% New 1,394 $237K
Quantitative Investment Management, LLC 0.03% Reduce -86.3% 1,395 $237K
Resonant Capital Advisors, LLC 0.01% New 1,391 $237K
TruWealth Advisors, LLC 0.01% New 1,389 $236K
Columbus Macro, LLC 0.03% New 1,386 $236K
Interchange Capital Partners, LLC 0.05% New 1,386 $236K
Whelan Financial 0.07% New 1,378 $235K
Balanced Wealth Group LLC 0.10% No change 1,699 $235K
1620 Investment Advisors, Inc. 0.16% Reduce -0.1% 1,375 $234K
Fractal Investments LLC 0.03% New 1,360 $232K
Ewa, LLC 0.06% New 1,359 $231K
SFG Wealth Management, LLC. 0.10% New 1,357 $231K
NDVR, Inc. 0.19% New 1,351 $230K
CoreCap Advisors, LLC 0.01% Add +14.9% 1,345 $229K
Cottage Street Advisors LLC 0.10% New 1,345 $229K
Chapin Davis, Inc. 0.06% New 1,341 $228K
Morton Capital Management LLC 0.04% New 1,337 $228K
Riversedge Advisors, LLC 0.04% New 1,336 $227K
Chesley Taft & Associates LLC 0.01% New 1,333 $227K
GeoWealth Management, LLC 0.01% Reduce -1.0% 1,333 $227K
Athena Investment Management 0.12% Reduce -12.5% 1,320 $225K
Southland Equity Partners LLC 0.05% New 1,316 $224K
Keel Point, LLC 0.01% New 1,315 $224K
Diversify Advisory Services, LLC 0.01% New 1,299 $223K
MV Capital Management, Inc. 0.02% Reduce -16.3% 1,302 $222K
Fire Capital Management LLC 0.13% New 1,300 $221K
HHM Wealth Advisors, LLC 0.03% Reduce -7.1% 1,300 $221K
KG Capital Management 0.06% Reduce -27.9% 1,290 $220K
waypoint wealth counsel 0.09% New 1,287 $219K
Shelton Wealth Management, LLC 0.10% New 1,274 $217K
PUREfi Wealth, LLC 0.17% Reduce -14.6% 1,273 $217K
Martel Wealth Advisors LLC 0.04% New 1,273 $217K
Trivium Point Advisory, LLC 0.02% New 1,271 $216K
Net Worth Advisory Group 0.06% New 1,269 $216K
Fielder Capital Group LLC 0.05% New 1,268 $216K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 1,265 $215K
GM Advisory Group, LLC 0.01% New 1,259 $214K
Hurley Capital, LLC 0.12% Reduce -0.3% 1,255 $214K
Amarillo National Bank 0.04% New 1,250 $213K
Bradley Foster & Sargent Inc. 0.00% New 1,250 $213K
CFS Investment Advisory Services, LLC 0.02% New 1,242 $212K
J. Team Financial, Inc. 0.21% — 1,245 $212K
Grey Ledge Advisors, LLC 0.05% New 1,240 $211K
First Interstate Bank 0.01% New 1,239 $211K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -19.6% 1,234 $210K
Financial Engines Advisors L.L.C. 0.00% New 1,232 $210K
PFS Partners, LLC 0.10% Add +19.9% 1,228 $209K
Mascagni Wealth Management, Inc. 0.16% New 1,228 $209K
Cultivar Capital, Inc. 0.14% New 1,228 $209K
Choate Investment Advisors 0.00% New 1,226 $209K
BXM Wealth LLC 0.20% New 1,225 $209K
Magnus Financial Group LLC 0.02% New 1,221 $208K
Trust Point Inc. 0.02% New 1,216 $207K
Legacy Financial Advisors, Inc. 0.03% New 1,206 $205K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,204 $205K
First Community Trust NA 0.16% No change 1,200 $204K
WESPAC Advisors, LLC 0.12% New 1,200 $204K
Wimmer Associates 1, LLC 0.10% New 1,200 $204K
Peterson Wealth Services 0.05% Add +137.3% 2,693 $204K
Beacon Financial Advisory LLC 0.05% New 1,192 $203K
Lokken Investment Group LLC 0.07% New 1,192 $203K
Advisor OS, LLC 0.02% New 1,190 $203K
Traphagen Investment Advisors LLC 0.02% New 1,179 $201K
Vista Investment Partners LLC 0.06% New 1,178 $201K
RKL Wealth Management LLC 0.02% New 1,176 $200K
AlphaCore Capital LLC 0.01% New 1,164 $198K
Cromwell Holdings LLC 0.11% No change 1,159 $197K
Cheviot Value Management, LLC 0.02% Add +0.3% 1,158 $196K
Webster Bank, N. A. 0.02% No change 1,133 $193K
Salem Investment Counselors Inc. 0.01% No change 1,129 $192K
Winch Advisory Services, LLC 0.04% Reduce -11.5% 1,107 $189K
Blue Trust, Inc. 0.00% Add +9.8% 1,101 $187K
Root Financial Partners, LLC 0.01% New 1,089 $185K
Strengthening Families & Communities, LLC 0.04% Reduce -4.1% 1,073 $183K
Raiffeisen Bank International AG 0.00% No change 1,050 $181K
CVA Family Office, LLC 0.02% Reduce -0.6% 1,052 $179K
Murphy & Mullick Capital Management Corp 0.13% No change 1,023 $174K
Delos Wealth Advisors, LLC 0.11% No change 1,000 $170K
U S Global Investors Inc. 0.02% No change 1,000 $170K
BCM Advisors, LLC 0.03% Add +0.1% 10,010 $170K
Bogart Wealth, LLC 0.01% Add +0.4% 931 $158K
CYBER HORNET ETFs LLC 0.10% Add +3.4% 924 $157K
Trust Co. of Vermont 0.01% Add +6.2% 924 $157K
Tanglewood Legacy Advisors, LLC 0.06% No change 910 $155K
Cohen & Steers, Inc. 0.00% Reduce -96.5% 900 $153K
Westside Investment Management, Inc. 0.02% Add +0.5% 894 $152K
Evermay Wealth Management LLC 0.02% No change 850 $145K
MCF Advisors LLC 0.01% Add +1.8% 849 $145K
CNB Bank 0.06% Add +23.9% 846 $144K
Smithfield Trust Co 0.01% No change 841 $144K
Bank of New Hampshire 0.03% No change 830 $141K
Private Wealth Asset Management, LLC 0.02% No change 803 $137K
GPS Wealth Strategies Group, LLC 0.01% Add +7.5% 802 $136K
Main Street Group, LTD 0.04% Add +0.1% 801 $136K
Paladin Advisory Group, LLC 0.11% No change 800 $136K
Knuff & Co LLC 0.04% No change 800 $136K
SOA Wealth Advisors, LLC. 0.02% No change 764 $130K
Sentry Investment Management LLC 0.09% Reduce -17.4% 799 $130K
Icon Wealth Advisors, LLC 0.01% New 762 $130K
Quarry LP 0.03% Reduce -22.5% 751 $128K
Quent Capital, LLC 0.01% New 747 $127K
Avion Wealth 0.03% Add +16.7% 741 $126K
Johnson Financial Group, Inc. 0.00% Reduce -86.8% 735 $125K
First Command Advisory Services, Inc. 0.00% Add +11.9% 732 $125K
GHP Investment Advisors, Inc. 0.01% No change 721 $123K
Core Alternative Capital 0.04% No change 714 $122K
WFA of San Diego, LLC 0.08% No change 704 $120K
Dagco, Inc. 0.03% Add +0.7% 688 $117K
Montag A & Associates Inc. 0.01% Add +41.0% 643 $109K
Miller Wealth Advisors, LLC 0.04% Add +0.8% 639 $109K
SBI Securities Co., Ltd. 0.00% Add +41.5% 638 $109K
Asset Dedication, LLC 0.01% No change 617 $105K
Arlington Trust Co LLC 0.02% No change 616 $105K
Burkett Financial Services, LLC 0.04% Add +0.7% 614 $105K
JFS Wealth Advisors, LLC 0.01% Add +9.0% 607 $103K
HighMark Wealth Management LLC 0.04% No change 600 $102K
Aventura Private Wealth, LLC 0.04% New 600 $102K
2UniFi Bank 0.05% No change 594 $101K
NBT Bank, N.A. 0.01% Reduce -19.8% 470 $100K
Silvant Capital Management LLC 0.00% No change 571 $97K
Heritage Wealth Advisors 0.00% No change 555 $94K
Truvestments Capital LLC 0.02% Add +8.8% 544 $93K
Summit Securities Group LLC 0.03% Add +154.3% 534 $91K
Ascentis Wealth Management, LLC 0.02% New 532 $91K
City Holding Co. 0.01% Add +561.5% 516 $88K
Smallwood Wealth Investment Management, LLC 0.04% No change 500 $85K
Chilton Capital Management LLC 0.00% No change 500 $85K
Farmers & Merchants Investments Inc. 0.00% Add +42.5% 500 $85K
Flagship Wealth Advisors, LLC 0.03% No change 499 $85K
Missouri Trust & Investment Co 0.02% Reduce -2.6% 495 $84K
Plante Moran Financial Advisors, LLC 0.01% Reduce -19.6% 493 $84K
Prestige Wealth Management Group LLC 0.02% No change 489 $83K
Ogorek Anthony Joseph /NY/ 0.02% Add +9.0% 484 $82K
Richardson Financial Services Inc. 0.05% Add +3.0% 479 $82K
DT Investment Partners, LLC 0.01% No change 478 $81K
Medallion Wealth Advisors, LLC 0.03% Reduce -3.3% 469 $80K
Manchester Capital Management LLC 0.01% Add +3.4% 452 $77K
Comprehensive Financial Planning, Inc. 0.05% No change 450 $77K
Ameriflex Group, Inc. 0.03% Add +105.5% 450 $77K
Salomon & Ludwin, LLC 0.01% Add +16.9% 476 $76K
Bartlett & Co. Wealth Management LLC 0.00% Add +9.9% 445 $76K
Catalyst Capital Advisors LLC 0.00% Reduce -52.1% 434 $74K
North Capital, Inc. 0.06% Reduce -0.9% 434 $74K
Reyes Financial Architecture, Inc. 0.05% No change 422 $72K
Tacita Capital Inc 0.04% No change 420 $72K
Park Place Capital Corp 0.02% No change 419 $71K
Stone House Investment Management, LLC 0.01% Add +0.7% 410 $70K
Riverview Trust Co 0.08% No change 409 $70K
Cary Street Partners Investment Advisory LLC 0.03% Add +19.2% 409 $70K
Colonial Trust Co / SC 0.01% Reduce -46.3% 403 $69K
MeadowBrook Investment Advisors LLC 0.06% Reduce -4.8% 400 $68K
Lavaca Capital LLC 0.01% No change 400 $68K
Steigerwald, Gordon & Koch Inc. 0.01% New 400 $68K
Quintet Private Bank (Europe) S.A. 0.00% No change 400 $68K
Pittenger & Anderson Inc. 0.00% No change 400 $68K
Eastern Bank 0.00% New 400 $68K
Hantz Financial Services, Inc. 0.00% Add +60.1% 397 $68K
Indiana Trust & Investment Management Co 0.02% No change 392 $67K
Concord Wealth Partners 0.01% No change 391 $67K
N.E.W. Advisory Services LLC 0.01% No change 377 $64K
Creative Capital Management Investments LLC 0.02% Add +9.3% 364 $62K
Millstone Evans Group, LLC 0.04% No change 361 $61K
Heartwood Wealth Advisors LLC 0.01% New 357 $61K
GW&K Investment Management, LLC 0.00% Reduce -1.4% 352 $60K
Osterweis Capital Management Inc. 0.00% Reduce -6.3% 341 $58K
Winnacle Wealth LLC 0.04% New 335 $57K
Key Financial Inc 0.01% Reduce -1.4% 342 $57K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 328 $56K
Hemington Wealth Management 0.01% Add +7.6% 324 $55K
Ransom Advisory, Ltd 0.02% No change 322 $55K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -4.8% 314 $53K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -5.1% 296 $50K
Golden State Wealth Management, LLC 0.01% Add +0.3% 293 $50K
Glen Eagle Advisors, LLC 0.01% No change 291 $50K
Pathway Financial Advisers, LLC 0.01% New 285 $48K
American Capital Advisory, LLC 0.02% No change 279 $48K
Crewe Advisors LLC 0.00% Add +7.6% 269 $46K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Reduce -13.0% 261 $44K
Compagnie Lombard Odier SCmA 0.00% No change 250 $43K
Duncker Streett & Co. Inc. 0.01% No change 249 $42K
West Branch Capital LLC 0.01% Add +31.9% 240 $41K
Tradewinds Capital Management, LLC 0.01% No change 234 $40K
Rise Advisors, LLC 0.01% Add +1.9% 211 $36K
Physician Wealth Advisors, Inc. 0.01% Add +145.3% 211 $36K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 200 $35K
Cypress Capital Management LLC (WY) 0.03% New 200 $34K
Chesapeake Asset Management LLC 0.03% No change 200 $34K
Global Wealth Strategies & Associates 0.01% New 200 $34K
Canton Hathaway, LLC 0.01% No change 200 $34K
Covestor Ltd 0.02% Reduce -40.3% 194 $33K
AdvisorNet Financial, Inc 0.00% Reduce -19.0% 192 $33K
Hoey Investments, Inc. 0.00% No change 191 $33K
Wilmington Savings Fund Society, FSB 0.00% Reduce -79.4% 183 $31K
Lowe Wealth Advisors, LLC 0.01% No change 181 $31K
WPG Advisers, LLC 0.02% Add +15.8% 176 $30K
Pflug Koory, LLC 0.01% No change 175 $30K
LRI Investments, LLC 0.00% No change 165 $28K
Clearstead Trust, LLC 0.00% No change 163 $28K
Highline Wealth Partners LLC 0.01% Add +70.2% 160 $27K
Activest Wealth Management 0.01% Add +4.0% 158 $27K
JPL Wealth Management, LLC 0.01% New 156 $27K
Bruce G. Allen Investments, LLC 0.02% No change 155 $26K
McIlrath & Eck, LLC 0.00% No change 155 $26K
Cornerstone Planning Group LLC 0.00% Reduce -33.7% 63 $26K
Addison Advisors LLC 0.01% No change 145 $25K
Raffa Wealth Management, LLC 0.00% Add +5.9% 144 $25K
Meeder Asset Management Inc. 0.00% Add +3.6% 144 $25K
Fortitude Family Office, LLC 0.01% No change 141 $24K
Hazlett, Burt & Watson, Inc. 0.01% Add +72.6% 145 $24K
Maseco LLP 0.00% Add +1.4% 140 $24K
ORG Partners LLC 0.00% Add +4.6% 137 $23K
Perkins Coie Trust Co 0.00% No change 135 $23K
Private Wealth Management Group, LLC 0.01% No change 125 $21K
St Germain D J Co. Inc. 0.00% No change 125 $21K
Evolution Wealth Management Inc. 0.02% Reduce -61.5% 124 $21K
Scarborough Advisors, LLC 0.00% No change 124 $21K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -11.5% 115 $20K
Center for Financial Planning, Inc. 0.00% No change 112 $19K
Financial Life Planners 0.01% New 112 $19K
Boyd Watterson Asset Management LLC 0.01% No change 106 $18K
United Financial Planning Group LLC 0.01% — 103 $18K
Kelleher Financial Advisors 0.00% New 102 $17K
Pinnacle Bancorp, Inc. 0.01% No change 101 $17K
DecisionPoint Financial, LLC 0.00% No change 102 $17K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% No change 100 $17K
Accredited Wealth Management, LLC 0.01% Add +3565.0% 3,665 $17K
Pinney & Scofield, Inc. 0.01% No change 100 $17K
SWAN Capital LLC 0.01% Reduce -14.5% 100 $17K
VSM Wealth Advisory, LLC 0.01% No change 100 $17K
Roble, Belko & Company, Inc 0.00% No change 100 $17K
True Wealth Design, LLC 0.01% Add +50.0% 99 $17K
Legacy Wealth Managment, LLC 0.01% No change 93 $16K
IAG Wealth Partners, LLC 0.00% No change 93 $16K
Strategic Advocates LLC 0.00% New 93 $16K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 91 $15K
Frazier Financial Advisors, LLC 0.01% No change 90 $15K
Team Financial Group, LLC 0.01% Add +1.2% 86 $15K
North Star Investment Management Corp. 0.00% No change 84 $14K
Bell Investment Advisors, Inc 0.00% No change 83 $14K
T. Rowe Price Investment Management, Inc. 0.00% New 78 $14K
Albion Financial Group 0.00% No change 82 $14K
University of Texas/Texas Am Investment Management Co. 0.00% New 79 $13K
Tidemark, LLC 0.00% No change 78 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 78 $13K
First PREMIER Bank 0.00% No change 77 $13K
Rakuten Securities, Inc. 0.00% Add +275.0% 75 $13K
Accordant Advisory Group Inc 0.01% New 72 $12K
Kentucky Trust Co 0.01% No change 71 $12K
Barnes Dennig Private Wealth Management LLC 0.01% New 68 $12K
Howard Hughes Medical Institute 0.01% Reduce -1.5% 67 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 75 $11K
General Partner, Inc. 0.01% No change 66 $11K
Solstein Capital, LLC 0.01% No change 64 $11K
Harbor Investment Advisory, LLC 0.00% No change 64 $11K
Cetera Trust Company, N.A 0.01% No change 60 $10K
Front Row Advisors LLC 0.00% No change 60 $10K
Tortoise Investment Management, LLC 0.00% Add +9.1% 60 $10K
Rossby Financial, LCC 0.00% New 60 $10K
Allianz SE 0.00% No change 57 $10K
West Financial Advisors, LLC 0.00% No change 51 $9K
AllSquare Wealth Management LLC 0.00% No change 50 $9K
Aspect Partners, LLC 0.00% No change 47 $8K
Valued Wealth Advisors LLC 0.00% No change 46 $8K
Clark Wealth Partners 0.00% No change 44 $7K
Wolff Wiese Magana LLC 0.00% No change 42 $7K
Cloud Capital Management, LLC 0.00% New 45 $7K
TruNorth Capital Management, LLC 0.00% New 41 $7K
Elevation Wealth Partners, LLC 0.00% Add +100.0% 40 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -92.7% 40 $7K
Bare Financial Services, Inc 0.00% Reduce -9.1% 40 $7K
Creative Financial Designs Inc. 0.00% No change 40 $7K
Pacifica Partners Inc. 0.00% No change 40 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 39 $7K
Costello Asset Management, INC 0.00% No change 38 $7K
Abound Wealth Management 0.00% Add +5.9% 36 $6K
Financial Network Wealth Advisors LLC 0.01% No change 36 $6K
Capital Advisors, Ltd. LLC 0.00% No change 35 $6K
Kilter Group LLC 0.00% Add +16.7% 35 $6K
KERR FINANCIAL PLANNING Corp 0.01% — 32 $6K
Colonial Trust Advisors 0.00% No change 30 $5K
Trifecta Capital Advisors, LLC 0.00% No change 29 $5K
Holos Integrated Wealth LLC 0.00% No change 31 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 28 $5K
Marquette Asset Management, LLC 0.00% New 27 $5K
New England Capital Financial Advisors LLC 0.00% Add +68.8% 27 $5K
TFC Financial Management, Inc. 0.00% No change 26 $4K
Atwood & Palmer Inc. 0.00% No change 25 $4K
Financial Gravity Asset Management, Inc. 0.00% — 24 $4K
Penserra Capital Management LLC 0.00% Reduce -99.3% 27 $4K
Rialto Wealth Management, LLC 0.00% Add +35.3% 23 $4K
Princeton Global Asset Management LLC 0.00% No change 23 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +15.8% 22 $4K
Cedar Wealth Management, LLC 0.00% No change 21 $4K
Vermillion Wealth Management, Inc. 0.00% No change 21 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 20 $3K
Roxbury Financial LLC 0.00% No change 18 $3K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 18 $3K
SJS Investment Consulting Inc. 0.00% Reduce -10.0% 18 $3K
Cedar Mountain Advisors, LLC 0.00% New 17 $3K
Davis Capital Management 0.00% — 15 $3K
Anfield Capital Management, LLC 0.00% No change 15 $3K
Tompkins Financial Corp. 0.00% No change 15 $3K
J.Safra Asset Management Corp 0.00% New 15 $3K
Dunhill Financial, LLC 0.00% No change 14 $2K
Binnacle Investments Inc 0.00% Add +27.3% 14 $2K
C M Bidwell & Associates Ltd. 0.00% New 14 $2K
TD Capital Management LLC 0.00% No change 13 $2K
Measured Wealth Private Client Group, LLC 0.00% New 12 $2K
HFM Investment Advisors, LLC 0.00% Reduce -23.1% 10 $2K
S&T Bank 0.00% No change 10 $2K
Hughes Financial Services, LLC 0.00% No change 9 $2K
Caitlin John, LLC 0.00% New 9 $2K
West Oak Capital, LLC 0.00% Reduce -33.3% 900 $2K
Noble Wealth Management PBC 0.00% — 9 $2K
Wealth Watch Advisors, INC 0.00% New 9 $2K
Grey Fox Wealth Advisors, LLC 0.00% New 9 $2K
WealthCollab, LLC 0.00% No change 8 $1K
Perritt Capital Management Inc 0.00% No change 7 $1K
Orion Capital Management LLC 0.00% New 7 $1K
Delta Asset Management LLC 0.00% No change 7 $1K
PayPay Securities Corp 0.04% Reduce -33.3% 6 $1K
Raleigh Capital Management Inc. 0.00% No change 6 $1K
Retirement Wealth Solutions LLC 0.00% New 6 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 6 $1K
Broadwater Capital Management LLC 0.00% Reduce -99.3% 6 $1K
Centerpoint Advisors, LLC 0.00% No change 5 $1K
Texas Capital Bancshares Inc 0.00% New 5 $851
Nvwm, LLC 0.00% No change 5 $851
Quaker Wealth Management, LLC 0.00% Add +100.0% 4 $682
Financial Consulate, Inc. 0.00% New 4 $682
Dogwood Wealth Management LLC 0.00% Reduce -81.8% 4 $681
Breakwater Investment Management 0.00% New 3 $511
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $341
High Note Wealth, LLC 0.00% Add +100.0% 2 $341
Logan Capital Management Inc. 0.00% No change 2 $341
Chelsea Counsel Co. 0.00% New 1 $171
Toth Financial Advisory Corp. 0.00% New 1 $171

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