Valero EnergyVLO

13F holders, Q4 2025 (December 31)
1,630holders +73
126new positions
112sold out
12famous investors
$162.86avg. 13F price*

At the end of Q4 2025, 1,630 institutions reported holding Valero Energy Corp. (VLO) in their 13F filings, up 73 from Q3 2025. 126 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($6.1B), BlackRock, Inc. ($4.3B) and State Street Corp. ($3.0B). 12 famous investors held it, including Chris Bloomstran (3.7% of Semper Augustus Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions126$230.0M
Exits112$207.7M

All 13F filers, Q3 2025 → Q4 2025: 14,696,509 shares bought and 13,305,015 shares sold, net +1,391,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,630 holders

Vanguard Group Inc. 0.09% Reduce -1.1% 37,647,983 $6.1B
BlackRock, Inc. 0.07% Add +0.2% 26,108,968 $4.3B
State Street Corp. 0.10% Add +0.9% 18,177,191 $3.0B
Charles Schwab Investment Management Inc. 0.30% Add +0.5% 11,950,982 $1.9B
T. Rowe Price Associates Inc. 0.18% Reduce -16.6% 10,024,362 $1.6B
Geode Capital Management, LLC 0.08% Reduce -1.0% 8,073,146 $1.3B
Morgan Stanley 0.07% Reduce -3.6% 7,437,933 $1.2B
Norges Bank 0.12% — 6,828,073 $1.1B
FMR LLC 0.06% Add +14.7% 6,760,500 $1.1B
Franklin Resources Inc. 0.23% Add +7.5% 5,668,210 $922.7M
Ameriprise Financial Inc. 0.21% Add +0.9% 5,620,748 $915.0M
Bank of America Corp. 0.05% Add +5.7% 4,516,335 $735.2M
Barclays PLC 0.24% Reduce -9.8% 3,737,050 $608.4M
Northern Trust Corp. 0.07% Add +0.5% 3,285,161 $534.8M
Bank of New York Mellon Corp 0.08% Reduce -4.7% 2,714,716 $441.9M
Invesco Ltd. 0.04% Reduce -29.0% 2,585,533 $420.9M
Dimensional Fund Advisors LP 0.09% Reduce -13.4% 2,570,924 $418.6M
Goldman Sachs Group Inc. 0.06% Add +29.3% 2,408,002 $392.0M
Arrowstreet Capital, Limited Partnership 0.23% Add +48.5% 2,400,162 $390.7M
Wellington Management Group LLP 0.07% Reduce -18.1% 2,331,834 $379.6M
Nuveen, LLC 0.10% Reduce -9.1% 2,258,141 $367.6M
Massachusetts Financial Services Co. 0.10% Reduce -2.4% 1,882,803 $306.5M
Legal & General Group Plc 0.06% Reduce -6.2% 1,786,163 $290.8M
Amundi 0.09% Reduce -21.0% 1,778,958 $289.6M
Allianz Asset Management GmbH 0.32% Add +2.7% 1,734,620 $282.4M
Allspring Global Investments Holdings, LLC 0.46% Reduce -0.2% 1,702,757 $281.5M
Victory Capital Management Inc. 0.16% Add +49.3% 1,696,811 $276.2M
Agf Management Ltd. 1.18% Add +5195.9% 1,656,718 $269.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -4.3% 1,556,595 $253.4M
UBS Group AG 0.05% Reduce -17.7% 1,542,013 $251.0M
JPMorgan Chase & Co. 0.02% Reduce -38.4% 1,535,969 $250.0M
1832 Asset Management L.P. 0.29% Reduce -2.9% 1,399,857 $227.9M
Royal Bank of Canada 0.04% Reduce -4.7% 1,301,823 $211.9M
LSV Asset Management 0.44% Reduce -2.7% 1,244,150 $202.5M
Two Sigma Investments, LP 0.31% Reduce -5.5% 1,212,710 $197.4M
Montrusco Bolton Investments Inc. 2.23% Reduce -12.3% 1,100,912 $179.2M
Wells Fargo & Company 0.03% Add +5.3% 1,081,439 $176.0M
Two Sigma Advisers, LP 0.34% Reduce -1.6% 1,074,800 $175.0M
Raymond James Financial Inc. 0.05% Add +2.7% 1,034,196 $168.4M
Pacer Advisors, Inc. 0.41% Add +2635.7% 950,527 $154.7M
Jacobs Levy Equity Management, Inc. 0.57% Reduce -4.7% 910,536 $148.2M
Swiss National Bank 0.08% Reduce -5.7% 851,300 $138.6M
Citadel Advisors 0.09% Add +75.7% 834,550 $135.9M
Worldquant Millennium Advisors LLC 0.47% Reduce -33.9% 749,254 $122.0M
Deutsche Bank AG 0.04% Reduce -11.5% 741,583 $120.7M
Acadian Asset Management LLC 0.19% Add +351.1% 716,890 $116.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -5.0% 693,742 $112.9M
HSBC Holdings PLC 0.06% Add +30.1% 685,506 $111.5M
BNP Paribas Financial Markets 0.07% Add +65.7% 659,653 $107.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +2.1% 644,234 $106.5M
AQR Capital Management 0.06% Reduce -9.9% 649,244 $105.7M
Manufacturers Life Insurance Company, The 0.09% Reduce -0.4% 644,827 $105.0M
Bank of Montreal 0.04% Add +17.3% 621,794 $101.2M
Rhumbline Advisers 0.08% Reduce -1.8% 621,065 $101.1M
Russell Investments Group, Ltd. 0.11% Add +11.5% 615,279 $100.4M
Stifel Financial Corp. 0.09% Reduce -0.1% 595,306 $96.9M
Empower Advisory Group, LLC 0.25% Reduce -2.4% 578,329 $94.1M
California Public Employees Retirement System 0.05% Reduce -1.6% 566,142 $92.2M
Robeco Institutional Asset Management B.V. 0.13% Add +24.8% 565,171 $92.0M
Citigroup Inc. 0.06% Reduce -23.0% 525,961 $85.6M
Cincinnati Financial Corp. 1.64% No change 514,640 $83.8M
Susquehanna International Group, LLP 0.12% Add +254.6% 514,473 $83.8M
Voloridge Investment Management, LLC 0.29% Add +15.6% 514,405 $83.7M
LPL Financial LLC 0.02% Add +1.9% 505,478 $82.3M
National Pension Service 0.06% Reduce -0.5% 488,721 $79.6M
Huntington National Bank 0.63% Reduce -6.2% 479,452 $78.1M
Alliancebernstein L.P. 0.02% Add +1.7% 477,563 $77.7M
Royal London Asset Management Ltd. 0.16% Add +0.7% 463,327 $75.4M
Los Angeles Capital Management LLC 0.22% Add +200.4% 372,640 $63.4M
Squarepoint Ops LLC 0.13% Add +2164.9% 379,664 $61.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.10% Reduce -3.0% 373,278 $61.2M
California State Teachers Retirement System 0.06% Reduce -1.6% 370,799 $60.4M
Merewether Investment Management, LP 1.34% Reduce -43.4% 359,131 $58.5M
Cincinnati Insurance Co. 0.89% No change 356,538 $58.0M
Ensign Peak Advisors, Inc 0.10% Add +0.1% 352,742 $57.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +51.0% 350,913 $57.1M
Principal Financial Group Inc. 0.03% Reduce -1.2% 349,946 $57.0M
Van Eck Associates Corp. 0.05% Add +28.4% 338,450 $55.1M
National Bank of Canada 0.06% Add +105.0% 334,646 $54.5M
M&T Bank Corp 0.17% Reduce -1.6% 334,256 $54.4M
Sei Investments Co. 0.05% Add +31.5% 332,595 $54.1M
Mirae Asset Global Investments Co., Ltd. 0.15% Reduce -1.9% 325,977 $53.1M
O'shaughnessy Asset Management, LLC 0.28% Reduce -13.0% 316,297 $51.5M
Qube Research & Technologies Ltd 0.07% New 304,039 $49.5M
Private Management Group Inc. 1.42% Reduce -17.8% 300,171 $48.9M
Renaissance Technologies 0.08% Add +527.6% 299,288 $48.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +2.5% 293,657 $47.8M
Life Cycle Investment Partners Ltd 0.33% — 287,820 $46.9M
Old Republic International Corp. 1.87% No change 284,500 $46.3M
Pictet Asset Management Holding SA 0.04% Add +4.7% 279,261 $45.5M
State Board of Administration of Florida Retirement System 0.08% Reduce -2.6% 277,735 $45.2M
Aviva PLC 0.08% Add +7.8% 273,882 $44.6M
Connor, Clark & Lunn Investment Management Ltd. 0.11% New 264,507 $43.1M
Korea Investment CORP 0.08% Add +15.0% 260,741 $42.4M
Adage Capital Partners Gp, L.L.C. 0.06% Add +22.4% 260,400 $42.4M
Eurizon Capital SGR S.p.A. 0.13% — 257,039 $41.9M
Panagora Asset Management Inc. 0.14% Add +4044.2% 244,546 $39.8M
Envestnet Asset Management Inc. 0.01% Reduce -6.0% 240,891 $39.2M
State of Wisconsin Investment Board 0.09% Add +3.7% 237,194 $38.6M
Corient Private Wealth LP 0.05% Add +5.5% 235,035 $38.3M
Whittier Trust Co. 0.41% Add +2.8% 212,104 $37.8M
CANADA LIFE ASSURANCE Co 0.07% Add +13.7% 231,705 $37.7M
New York State Teachers Retirement System 0.07% Reduce -0.4% 230,107 $37.5M
EP Wealth Advisors, LLC 0.19% — 226,213 $36.8M
Brandywine Global Investment Management, LLC 0.24% Reduce -2.2% 221,002 $36.0M
Focus Partners Wealth 0.04% Add +385.0% 219,953 $35.9M
KLP Kapitalforvaltning As 0.13% Reduce -6.8% 214,261 $34.9M
TD Asset Management Inc 0.03% Add +46.0% 209,277 $34.1M
Nomura Asset Management International Inc. 0.05% — 204,642 $33.3M
Voya Investment Management LLC 0.04% Add +0.5% 201,547 $32.8M
Gotham Asset Management 0.12% Add +180.2% 199,998 $32.6M
Semper Augustus Investments 3.72% Reduce -0.4% 198,658 $32.3M
DekaBank Deutsche Girozentrale 0.06% No change 175,852 $32.0M
Conning Inc. 1.12% Reduce -3.7% 194,835 $31.7M
Cibc World Market Inc. 0.06% Add +74.1% 193,901 $31.6M
Alyeska Investment Group, L.P. 0.09% New 193,558 $31.5M
Natixis Advisors, LLC 0.04% Reduce -3.3% 193,019 $31.4M
Solus Alternative Asset Management LP 11.17% No change 189,577 $30.9M
Empowered Funds, LLC 0.52% Add +106.9% 186,675 $30.4M
Fort Washington Investment Advisors Inc. 0.16% Add +3.4% 184,728 $30.1M
US Bancorp \de 0.04% Reduce -1.2% 183,713 $29.9M
Jones Financial Companies LLLP 0.02% Add +7.5% 176,705 $28.8M
Neuberger Berman Group LLC 0.02% Add +2.6% 172,781 $28.1M
Pinnacle Financial Partners, Inc. 0.21% — 172,714 $28.1M
Quantinno Capital Management LP 0.06% Add +28.7% 171,513 $27.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +25.1% 170,492 $27.8M
Ninety One UK Ltd 0.06% Add +408.1% 168,007 $27.3M
Erste Asset Management GmbH 0.23% Add +59.9% 166,560 $27.3M
Achmea Investment Management B.V. 0.70% Reduce -1.9% 167,700 $27.3M
Capital Fund Management S.A. 0.26% Add +24.8% 167,456 $27.3M
Nisa Investment Advisors, LLC 0.09% Add +3.7% 166,773 $27.1M
Country Trust Bank 0.49% Add +1.0% 166,433 $27.1M
Prudential Financial Inc. 0.03% Reduce -7.0% 165,672 $27.0M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -34.7% 162,057 $26.4M
Public Employees Retirement System of Ohio 0.08% Reduce -0.6% 161,966 $26.4M
Cetera Investment Advisers 0.03% Add +4.5% 160,957 $26.2M
Groupama Asset Managment 0.38% Reduce -9.5% 157,084 $25.6M
Mariner, LLC 0.03% Reduce -0.9% 156,694 $25.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +304.4% 156,308 $25.4M
Commonwealth Equity Services, LLC 0.03% Reduce -8.1% 155,111 $25.3M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.7% 155,098 $25.2M
Badgley Phelps Wealth Managers, LLC 0.46% Add +4.3% 154,856 $25.2M
Canada Pension Plan Investment Board 0.02% Add +26.0% 151,510 $24.7M
PNC Financial Services Group, Inc. 0.01% Reduce -0.8% 150,873 $24.6M
Crossmark Global Holdings, Inc. 0.34% Add +14.1% 147,411 $24.0M
Toronto Dominion Bank 0.04% Add +26.1% 144,698 $23.6M
AE Wealth Management LLC 0.13% Reduce -0.3% 143,115 $23.3M
Credit Agricole S A 0.06% Add +126.2% 142,929 $23.3M
American Century Companies Inc. 0.01% Reduce -1.1% 142,870 $23.3M
Cullen/Frost Bankers, Inc. 0.26% Reduce -1.6% 142,748 $23.2M
Asset Management One Co., Ltd. 0.06% Add +4.6% 137,211 $22.7M
HighTower Advisors, LLC 0.02% Add +4.8% 138,207 $22.5M
Martingale Asset Management L P 0.57% Add +75.4% 137,975 $22.5M
Assenagon Asset Management S.A. 0.03% Add +21.1% 137,021 $22.3M
Teacher Retirement System of Texas 0.08% Add +183.2% 136,906 $22.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +331.7% 136,354 $22.2M
Janus Henderson Group PLC 0.01% Reduce -16.3% 133,713 $21.8M
Nomura Asset Management Co. Ltd. 0.06% Reduce -0.6% 133,395 $21.7M
Captrust Financial Advisors 0.04% Reduce -8.2% 131,988 $21.5M
Sanctuary Advisors, LLC 0.12% Add +3.3% 131,801 $21.5M
Baird Financial Group, Inc. 0.03% Reduce -1.0% 128,866 $21.0M
Summit Street Capital Management, LLC 3.27% Reduce -17.0% 127,602 $20.8M
Treasurer of the State of North Carolina 0.07% Reduce -9.2% 127,370 $20.7M
Truist Financial Corp. 0.03% Add +0.6% 127,049 $20.7M
New York State Common Retirement Fund 0.03% Reduce -1.6% 126,930 $20.7M
Cinctive Capital Management LP 1.15% Add +102.5% 122,244 $19.9M
NorthCrest Asset Manangement, LLC 0.44% Add +0.5% 109,188 $19.7M
Cerity Partners LLC 0.03% Add +15.4% 121,051 $19.7M
Aberdeen Group plc 0.03% Reduce -0.3% 120,916 $19.7M
Lido Advisors, LLC 0.08% Add +0.9% 118,064 $19.6M
Foster Victor Wealth Advisors, LLC 1.13% Add +3.7% 105,741 $19.4M
SouthState Bank Corp 0.84% Reduce -0.7% 115,983 $18.9M
Bank of Nova Scotia 0.03% Add +12.0% 114,819 $18.7M
Lighthouse Investment Partners, LLC 0.62% Add +42.5% 113,980 $18.6M
Storebrand Asset Management As 0.05% Add +8.0% 113,535 $18.5M
Creative Planning 0.01% Add +4.3% 112,225 $18.3M
D.A. Davidson & Co. 0.11% Reduce -12.9% 111,519 $18.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.4% 103,060 $18.1M
Mackenzie Financial Corp. 0.02% Reduce -47.8% 107,762 $17.7M
AMF Tjanstepension AB 0.11% No change 106,205 $17.3M
Sagefield Capital LP 1.46% Reduce -35.9% 105,903 $17.2M
State of New Jersey Common Pension Fund D 0.06% Reduce -3.1% 105,721 $17.2M
Willis Investment Counsel 0.88% No change 104,600 $17.0M
Rockefeller Capital Management L.P. 0.03% Add +7.8% 104,198 $17.0M
Artemis Investment Management LLP 0.20% Add +122.4% 100,011 $16.3M
Paradiem, LLC 3.81% Reduce -6.8% 97,777 $15.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +2.4% 97,056 $15.8M
Resona Asset Management Co.,Ltd. 0.08% Reduce -4.6% 96,047 $15.7M
State of Tennessee, Department of Treasury 0.05% Reduce -6.8% 86,321 $15.7M
Whittier Trust Co. of Nevada Inc. 0.32% Reduce -1.7% 86,476 $15.4M
Applied Finance Capital Management, LLC 1.09% Reduce -19.0% 93,338 $15.2M
Zurich Insurance Group Ltd 0.10% Reduce -51.8% 92,693 $15.1M
Nordea Investment Management AB 0.01% Add +51.3% 92,328 $14.9M
Schroder Investment Management Group 0.01% Add +125.3% 90,498 $14.9M
First Trust Advisors LP 0.01% Reduce -36.9% 90,606 $14.7M
Adell Harriman & Carpenter Inc. 0.87% Add +2.8% 89,005 $14.5M
State of Michigan Retirement System 0.07% Reduce -7.4% 88,962 $14.5M
Pinnacle Associates Ltd. 0.18% Reduce -0.3% 88,474 $14.4M
Adams Natural Resources Fund, Inc. 2.17% Reduce -1.1% 87,900 $14.3M
Arizona State Retirement System 0.08% Reduce -4.7% 87,221 $14.2M
Osaic Holdings, Inc. 0.02% Reduce -21.1% 87,077 $14.2M
Jennison Associates LLC 0.01% Reduce -0.8% 86,660 $14.1M
Bridgewater Associates 0.05% Add +86.4% 86,346 $14.1M
Aquatic Capital Management LLC 0.40% Add +9.0% 86,279 $14.0M
Rafferty Asset Management, LLC 0.05% Reduce -7.9% 86,236 $14.0M
Westchester Capital Management, Inc. 2.89% Add +0.5% 85,858 $14.0M
United Capital Management of KS, Inc. 1.95% Add +0.4% 85,361 $13.9M
Verition Fund Management LLC 0.08% Add +33.9% 84,001 $13.7M
FIL Ltd 0.01% Add +21.9% 83,837 $13.6M
Wealthfront Advisers LLC 0.03% Reduce -1.4% 82,207 $13.4M
Busey Bank 0.35% Add +0.1% 81,470 $13.3M
Summit Financial Wealth Advisors, LLC 1.90% Reduce -2.4% 81,364 $13.2M
Richard C. Young & CO., LTD. 1.18% Reduce -0.5% 80,671 $13.1M
Czech National Bank 0.09% Add +1.9% 80,427 $13.1M
Gabelli Funds LLC 0.09% Add +4.4% 80,307 $13.1M
Ieq Capital, LLC 0.04% Reduce -8.5% 80,038 $13.0M
Engineers Gate Manager LP 0.15% Reduce -46.0% 79,177 $12.9M
Public Sector Pension Investment Board 0.04% Add +16.1% 77,711 $12.7M
CIBC Asset Management Inc 0.03% Add +59.8% 77,296 $12.6M
Ninety One SA (Pty) Ltd 0.54% No change 76,514 $12.5M
AIA Group Ltd 0.18% Add +67.0% 75,297 $12.3M
William B. Walkup & Associates, Inc. 6.71% Reduce -0.4% 75,284 $12.3M
Sterling Capital Management LLC 0.20% Add +70.3% 74,935 $12.2M
Xponance LLC 0.09% Reduce -0.4% 74,448 $12.1M
Freestone Grove Partners LP 0.09% Reduce -16.8% 74,366 $12.1M
Hamilton Capital Partners Inc. 0.44% Add +13.7% 73,295 $11.9M
MetLife Investment Management, LLC 0.06% Reduce -5.2% 73,100 $11.9M
Kwmg, LLC 1.02% Reduce -14.4% 72,717 $11.8M
KBC Group NV 0.03% Add +135.5% 72,651 $11.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -4.9% 70,947 $11.5M
Janney Montgomery Scott LLC 0.03% Add +2.1% 70,501 $11.5M
S.E.E.D. Planning Group LLC 3.27% Reduce -2.6% 70,396 $11.5M
LBP Am SA 0.13% Add +81.8% 70,256 $11.4M
Millennium Management 0.01% Reduce -88.6% 69,237 $11.3M
Man Group plc 0.02% Add +367.6% 68,525 $11.2M
Voleon Capital Management LP 0.23% Reduce -8.2% 66,959 $10.9M
Calamos Advisors LLC 0.06% Reduce -3.9% 66,887 $10.9M
ProShare Advisors LLC 0.02% Add +4.3% 66,766 $10.9M
CIBC Private Wealth Group LLC 0.02% Add +5.3% 66,685 $10.9M
Beacon Pointe Advisors, LLC 0.08% Add +5.4% 66,412 $10.8M
SG Americas Securities, LLC 0.01% Add +353.7% 66,214 $10.8M
Adams Asset Advisors, LLC 1.43% Reduce -0.5% 65,621 $10.7M
Payden & Rygel 0.74% Reduce -41.3% 65,600 $10.7M
Guinness Asset Management LTD 0.17% Reduce -0.8% 64,298 $10.7M
Federation des caisses Desjardins du Quebec 0.04% Reduce -21.6% 65,068 $10.6M
Praetorian PR LLC 5.13% No change 65,000 $10.6M
Retirement Systems of Alabama 0.03% Reduce -2.1% 64,886 $10.6M
Advisors Asset Management, Inc. 0.17% Reduce -9.2% 64,050 $10.4M
DNB Asset Management AS 0.04% Add +0.6% 63,564 $10.3M
Bollard Group LLC 0.27% Reduce -4.3% 62,396 $10.2M
Comerica Bank 0.04% Reduce -10.5% 62,264 $10.1M
Amalgamated Bank 0.07% Add +4.8% 62,001 $10.1M
Federated Hermes, Inc. 0.02% Reduce -23.1% 61,768 $10.1M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -1.1% 61,548 $10.0M
Union Bancaire Privee, UBP SA 0.12% New 64,468 $10.0M
Optiver Holding B.V. 0.18% New 61,516 $10.0M
Quantbot Technologies LP 0.32% Add +11.2% 59,349 $9.7M
Cohen & Steers, Inc. 0.02% Add +6362.1% 58,159 $9.5M
Westbourne Investment Advisors, Inc. 2.57% Reduce -2.1% 57,314 $9.3M
Community Bank & Trust, Waco, Texas 1.91% Reduce -2.2% 57,250 $9.3M
STRS Ohio 0.03% Reduce -2.0% 56,782 $9.2M
Corigliano Investment Advisers, LLC 3.27% Reduce -22.2% 56,574 $9.2M
Mercer Global Advisors Inc. 0.01% Add +5.8% 57,272 $9.2M
Hutchinson Capital Management 1.56% Reduce -0.3% 55,917 $9.1M
Daiwa Securities Group Inc. 0.03% Add +2.1% 55,881 $9.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% — 55,091 $9.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +22.3% 55,034 $9.0M
Bailard, Inc. 0.20% Add +1.0% 54,771 $8.9M
NEOS Investment Management LLC 0.05% Add +15.7% 54,490 $8.9M
American National Bank & Trust 0.83% Add +1.2% 54,008 $8.8M
Vanguard Personalized Indexing Management, LLC 0.08% Add +0.9% 52,973 $8.6M
Carmel Capital Management L.L.C. 2.59% Add +2.8% 52,586 $8.6M
Yousif Capital Management, LLC 0.09% Reduce -8.5% 46,211 $8.5M
Auxier Asset Management LLC 1.20% Reduce -7.4% 52,342 $8.5M
Kestra Advisory Services, LLC 0.04% Add +9.3% 52,292 $8.5M
Woodline Partners LP 0.03% Add +27.0% 52,144 $8.5M
Cambridge Financial Group, Inc. 3.24% Reduce -2.2% 52,097 $8.5M
Cambria Investment Management, L.P. 0.49% Reduce -13.5% 51,910 $8.5M
Glenview Trust Co 0.13% Reduce -5.0% 51,412 $8.4M
Utah Retirement Systems 0.08% Reduce -0.9% 51,139 $8.3M
Illinois Municipal Retirement Fund 0.10% Add +412.8% 51,004 $8.3M
LMCG Investments, LLC 0.47% Reduce -4.1% 50,994 $8.3M
Pathstone Holdings, LLC 0.03% Reduce -0.8% 50,567 $8.2M
Sound Income Strategies, LLC 0.39% Reduce -48.5% 44,578 $8.2M
NewEdge Advisors, LLC 0.03% Add +44.5% 49,745 $8.1M
O'Brien Greene & Co. Inc 2.39% Add +1.2% 49,390 $8.0M
LMR Partners LLP 0.10% Add +743.4% 48,993 $8.0M
Petredis Investment Advisors LLC 0.62% Reduce -1.1% 48,834 $7.9M
Texas Yale Capital Corp. 0.24% No change 48,395 $7.9M
IFM Investors Pty Ltd 0.06% Reduce -10.1% 47,678 $7.8M
Hancock Whitney Corp. 0.14% Reduce -2.3% 47,656 $7.8M
Stephens Inc. 0.10% Reduce -4.7% 47,521 $7.7M
Fiduciary Trust Co 0.09% Reduce -0.9% 46,948 $7.6M
Macquarie Group Ltd. 0.03% Reduce -82.1% 46,831 $7.6M
Swiss Life Asset Management Ltd 0.04% Reduce -4.2% 46,821 $7.6M
Private Advisor Group, LLC 0.04% Add +0.3% 46,692 $7.6M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -7.2% 46,649 $7.6M
JCIC Asset Management Inc. 2.32% Reduce -1.5% 46,637 $7.6M
Cresset Asset Management, LLC 0.03% Add +7.5% 46,553 $7.6M
Annex Advisory Services, LLC 0.14% Add +0.8% 46,123 $7.5M
Genus Capital Management Inc. 0.87% Add +99.1% 46,000 $7.5M
Oppenheimer & Co. Inc. 0.11% Add +12.2% 45,839 $7.5M
Spirit of America Management Corp. 1.58% Reduce -3.6% 45,834 $7.5M
Fusion Capital, LLC 2.09% Add +1.5% 45,612 $7.4M
Avantax Planning Partners, Inc. 0.21% Reduce -1.4% 45,257 $7.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +0.9% 45,091 $7.3M
Ethic Inc. 0.11% Add +10.2% 45,008 $7.3M
New York Life Investment Management LLC 0.06% Reduce -2.1% 44,465 $7.2M
AG2R La Mondiale Gestion D'actifs 0.32% Add +6.2% 44,146 $7.2M
Cincinnati Specialty Underwriters Insurance CO 1.66% No change 44,133 $7.2M
Cwm, LLC 0.02% Reduce -6.5% 43,946 $7.2M
QRG Capital Management, Inc. 0.08% Reduce -0.7% 43,545 $7.1M
Foundations Investment Advisors, LLC 0.09% Reduce -20.6% 43,405 $7.1M
Bell & Brown Wealth Advisors, LLC 2.26% Add +0.3% 43,114 $7.0M
Cibc World Markets Corp. 0.03% — 42,625 $6.9M
OpenArc Corporate Advisory, LLC 0.11% — 42,487 $6.9M
Beacon Investment Advisory Services, Inc. 0.28% Add +33.5% 42,376 $6.9M
Patton Fund Management, Inc. 0.91% Add +2047.9% 41,519 $6.8M
Aristeia Capital, L.L.C. 0.34% New 41,445 $6.7M
Rakuten Investment Management, Inc. 0.02% Add +51.6% 40,363 $6.7M
Advisory Resource Group 1.18% Reduce -4.4% 41,048 $6.7M
Candriam S.C.A. 0.03% Add +12.1% 40,968 $6.7M
Burney Co./ 0.20% Add +1.0% 39,862 $6.5M
Capital Investment Advisors, LLC 0.10% Reduce -2.4% 39,711 $6.5M
MML Investors Services, LLC 0.02% Add +8.7% 39,668 $6.5M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.5% 39,497 $6.4M
Narwhal Capital Management 0.47% Reduce -22.8% 39,310 $6.4M
Nissay Asset Management Corp. /Japan 0.03% Add +0.1% 39,226 $6.4M
Blair William & Co. 0.02% Reduce -8.6% 39,173 $6.4M
Patton Albertson Miller Group, LLC 0.75% Reduce -4.2% 39,114 $6.4M
James Investment Research, Inc. 0.68% Reduce -5.2% 38,396 $6.3M
Atlantic Union Bankshares Corp 0.12% Add +0.6% 38,241 $6.2M
Mutual of America Capital Management LLC 0.07% Reduce -2.9% 38,061 $6.2M
GF Fund Management Co. LTD. 0.10% Reduce -25.4% 37,730 $6.1M
Generali Asset Management SPA SGR 0.12% Reduce -8.4% 36,649 $6.0M
Sierra Summit Advisors LLC 0.91% Add +2325.2% 36,378 $5.9M
Steward Partners Investment Advisory, LLC 0.03% Add +3.7% 36,311 $5.9M
Dakota Wealth Management 0.10% Add +556.2% 35,515 $5.8M
Central Bank & Trust Co. 0.89% Add +2.2% 35,164 $5.7M
Hudson Capital Management LLC 1.47% Reduce -0.6% 35,003 $5.7M
First National Trust Co 0.19% Reduce -4.0% 34,972 $5.7M
Oregon Public Employees Retirement Fund 0.07% Reduce -1.6% 34,920 $5.7M
Manning & Napier Advisors LLC 0.07% Reduce -15.2% 34,360 $5.7M
Thomasville National Bank 0.35% Add +0.7% 34,697 $5.6M
Flputnam Investment Management Co. 0.08% Add +263.9% 34,151 $5.6M
GQG Partners LLC 0.01% Add +0.4% 33,886 $5.5M
OneDigital Investment Advisors LLC 0.05% Add +567.9% 33,838 $5.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% No change 33,671 $5.5M
Hourglass Capital, LLC 1.18% Reduce -2.0% 33,655 $5.5M
B. Metzler seel. Sohn & Co. AG 0.05% Add +16.2% 33,189 $5.4M
Walleye Capital LLC 0.03% Reduce -81.5% 33,124 $5.4M
WP Advisors, LLC 1.34% Reduce -8.8% 33,064 $5.4M
Washington Trust Bank 0.38% Reduce -35.1% 33,059 $5.4M
&partners 0.03% Add +17.6% 32,861 $5.4M
Advisory Services Network, LLC 0.08% Add +4.0% 32,799 $5.3M
Forvis Mazars Wealth Advisors, LLC 0.10% Reduce -1.4% 32,628 $5.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -43.8% 31,854 $5.2M
Farmers Trust Co. 0.83% Reduce -0.4% 31,450 $5.1M
Tortoise Capital Advisors, L.L.C. 0.06% Reduce -7.9% 31,275 $5.1M
Alberta Investment Management Corp 0.03% New 31,000 $5.0M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -3.9% 30,979 $5.0M
Douglas Lane & Associates, LLC 0.07% Reduce -2.8% 30,887 $5.0M
iA Global Asset Management Inc. 0.06% Add +200.6% 30,715 $5.0M
State of Alaska, Department of Revenue 0.05% Reduce -9.5% 30,197 $4.9M
Balyasny Asset Management L.P. 0.01% Reduce -90.3% 30,177 $4.9M
MAI Capital Management 0.03% Add +0.2% 30,097 $4.9M
Bokf, NA 0.07% Add +0.1% 30,064 $4.9M
Montgomery Investment Management Inc. 1.73% No change 29,590 $4.8M
one8zero8, LLC 1.04% Reduce -2.4% 29,341 $4.8M
Thrivent Financial for Lutherans 0.01% Reduce -37.9% 29,095 $4.8M
Signature Wealth Management Group 1.94% Reduce -3.4% 29,189 $4.8M
Viking Fund Management LLC 0.55% No change 29,000 $4.7M
Shepherd Financial Partners LLC 0.43% Reduce -0.7% 28,826 $4.7M
Mgo One Seven LLC 0.09% Add +15.1% 28,474 $4.6M
UniSuper Management Pty Ltd 0.03% Reduce -5.2% 28,154 $4.6M
Magnetar Financial LLC 0.05% New 27,818 $4.5M
Thoroughbred Financial Services, LLC 0.26% Reduce -0.5% 27,455 $4.5M
Northwest Bancshares, Inc. 0.86% Reduce -15.8% 27,432 $4.5M
Fisher Asset Management 0.00% Add +56.1% 27,339 $4.5M
Wealth Advisory Solutions, LLC 1.03% No change 27,247 $4.4M
NewSquare Capital LLC 0.38% Reduce -28.9% 26,694 $4.3M
Allworth Financial LP 0.02% Add +77.1% 26,289 $4.3M
Group One Trading LLC 0.13% New 26,241 $4.3M
Jefferies Financial Group Inc. 0.04% Add +26.9% 26,175 $4.3M
Primecap Management Co. 0.00% Reduce -17.5% 26,000 $4.2M
Knights of Columbus Asset Advisors LLC 0.24% Add +5.1% 25,972 $4.2M
Glenmede Trust Co. NA 0.02% — 25,812 $4.2M
Howard Capital Management, LLC 0.05% Add +0.0% 25,758 $4.2M
Commerce Bank 0.02% Reduce -4.5% 25,583 $4.2M
Investment Management Corp of Ontario 0.06% Add +73.4% 25,471 $4.1M
Resources Management Corp. /CT/ 0.53% Reduce -2.1% 25,269 $4.1M
Sequoia Financial Advisors, LLC 0.02% Add +15.5% 25,224 $4.1M
Convergence Investment Partners, LLC 0.82% Add +2.4% 25,185 $4.1M
Highland Capital Management, LLC 0.20% Reduce -4.9% 25,141 $4.1M
CSU Producer Resources, Inc. 12.19% No change 25,059 $4.1M
Trinity Legacy Partners, LLC 0.93% Reduce -0.2% 24,894 $4.1M
Miller Howard Investments Inc. 0.12% Add +199.8% 24,766 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% No change 24,757 $4.0M
IMA Advisory Services, Inc. 0.39% Reduce -1.9% 24,741 $4.0M
Gateway Investment Advisers LLC 0.04% Add +21.6% 24,465 $4.0M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 24,308 $4.0M
Scotia Capital Inc. 0.02% Reduce -7.2% 24,127 $3.9M
Mizuho Securities USA LLC 0.07% Reduce -1.8% 22,209 $3.9M
Atria Investments, Inc 0.04% Reduce -1.3% 24,028 $3.9M
Allstate Corp. 0.05% Add +118.6% 23,926 $3.9M
OMERS ADMINISTRATION Corp 0.03% Add +96.3% 23,774 $3.9M
Osmosis Investment Management UK Ltd 0.10% — 23,768 $3.9M
Brevan Howard Capital Management LP 0.08% Add +35.2% 23,383 $3.8M
Welch & Forbes LLC 0.05% Reduce -0.5% 23,240 $3.8M
PEAK6 LLC 0.10% New 23,155 $3.8M
Teamwork Financial Advisors, LLC 0.40% Reduce -0.4% 23,046 $3.8M
Argent Trust Co 0.13% Add +2.0% 22,954 $3.7M
Pine Valley Investments Ltd Liability Co 0.19% Reduce -0.7% 22,909 $3.7M
Kestra Private Wealth Services, LLC 0.05% Add +0.3% 22,887 $3.7M
Cherokee Insurance Co 1.51% No change 22,850 $3.7M
Dockside LLC 0.95% — 22,836 $3.7M
Procyon Advisors, LLC 0.18% Add +162.9% 22,565 $3.7M
Fourpath Capital Management, LLC 0.50% Add +3.9% 22,507 $3.7M
Axecap Investments, LLC 2.25% New 22,437 $3.7M
Guggenheim Capital LLC 0.03% Reduce -58.2% 21,793 $3.5M
Stanley-Laman Group, Ltd. 0.45% Reduce -5.8% 21,715 $3.5M
Old Second National Bank of Aurora 0.71% Add +0.4% 21,673 $3.5M
Orion Porfolio Solutions, LLC 0.03% Add +4.5% 21,396 $3.5M
Parallax Volatility Advisers, L.P. 0.12% Reduce -55.9% 21,244 $3.5M
CrossGen Wealth, LLC 3.03% — 21,135 $3.4M
Infrastructure Capital Advisors, LLC 0.57% No change 21,123 $3.4M
Vident Advisory, LLC 0.03% Reduce -0.9% 21,025 $3.4M
Mediolanum International Funds Ltd 0.03% Add +55.8% 20,759 $3.4M
CENTRAL TRUST Co 0.07% Reduce -1.2% 20,904 $3.4M
Metis Global Partners, LLC 0.08% Reduce -5.0% 20,765 $3.4M
Geneos Wealth Management Inc. 0.08% Reduce -4.9% 20,742 $3.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.23% No change 20,300 $3.3M
Norinchukin Bank, The 0.04% Add +6.1% 20,217 $3.3M
Foster & Motley Inc. 0.17% Reduce -3.4% 20,033 $3.3M
Canal Insurance CO 0.79% No change 20,000 $3.3M
Tidal Investments LLC 0.01% Add +137.4% 19,982 $3.3M
SVB Wealth LLC 0.19% Reduce -29.6% 19,913 $3.2M
Barings LLC 0.06% No change 19,903 $3.2M
Community Trust & Investment Co. 0.17% Reduce -4.9% 19,871 $3.2M
Smartleaf Asset Management LLC 0.12% Add +2.9% 19,560 $3.2M
HB Wealth Management, LLC 0.02% Reduce -0.5% 19,731 $3.2M
Uniplan Investment Counsel, Inc. 0.33% Reduce -2.2% 19,693 $3.2M
Kentucky Retirement Systems 0.09% No change 19,598 $3.2M
Quadrant Private Wealth Management, LLC 0.52% Reduce -3.0% 19,536 $3.2M
Regions Financial Corp. 0.02% Reduce -0.3% 19,337 $3.1M
Caprock Group, LLC 0.07% Add +0.2% 19,282 $3.1M
Stiles Financial Services Inc 0.96% Add +3.4% 19,213 $3.1M
Diversified Trust Co. 0.06% Reduce -0.7% 19,197 $3.1M
Merit Financial Group, LLC 0.03% Add +17.0% 19,141 $3.1M
Mader & Shannon Wealth Management, Inc. 1.52% No change 18,218 $3.1M
Cypress Capital Group 0.34% Add +0.0% 18,793 $3.1M
Triad Wealth Partners, LLC 0.29% Add +93.7% 18,608 $3.0M
Bridgeway Capital Management, LLC 0.06% Reduce -0.8% 18,600 $3.0M
AustralianSuper Pty Ltd 0.01% Reduce -12.5% 18,580 $3.0M
Bahl & Gaynor LLC 0.02% Add +0.4% 18,504 $3.0M
Benjamin Edwards Inc. 0.03% Reduce -1.0% 18,263 $3.0M
Stratos Wealth Partners, LTD. 0.03% Add +1.2% 18,194 $3.0M
Prosperity Consulting Group, LLC 0.13% Reduce -1.3% 18,032 $2.9M
Graham Capital Management, L.P. 0.14% New 18,000 $2.9M
Heritage Wealth Management, Inc. 0.81% Reduce -1.0% 17,934 $2.9M
Tilia Fiduciary Partners, Inc. 1.61% Add +2.4% 17,920 $2.9M
Dana Investment Advisors, Inc. 0.08% Reduce -0.2% 17,751 $2.9M
Castleark Management LLC 0.08% No change 17,720 $2.9M
FineMark National Bank & Trust 0.09% No change 17,653 $2.9M
Hartford Investment Management Co. 0.09% Reduce -3.2% 17,604 $2.9M
Mathes Company, Inc. 1.03% No change 17,595 $2.9M
Journey Advisory Group, LLC 0.24% Add +377.7% 17,578 $2.9M
Sunbelt Securities, Inc. 0.19% Reduce -0.5% 17,488 $2.8M
Praxis Investment Management Inc. 0.17% Reduce -11.3% 17,209 $2.8M
M3 Wealth Management, LLC 2.28% — 17,162 $2.8M
Donaldson Capital Management, LLC 0.09% Add +0.0% 17,067 $2.8M
Jacobi Capital Management LLC 0.16% Add +1.0% 17,042 $2.8M
Beacon Investment Advisors LLC 1.11% Add +0.6% 17,024 $2.8M
Pinnacle Wealth Management Advisory Group, LLC 0.19% Add +1.9% 16,856 $2.7M
Blue Capital, Inc. 1.95% New 16,787 $2.7M
Avos Capital Management, LLC 1.19% Add +9.6% 16,743 $2.7M
Empirical Finance, LLC 0.13% Reduce -3.2% 16,648 $2.7M
Navellier & Associates Inc. 0.30% Reduce -8.5% 16,621 $2.7M
StoneX Group Inc. 0.12% Reduce -20.5% 16,615 $2.7M
Brown Advisory Inc. 0.00% Add +0.0% 16,543 $2.7M
Keybank National Association 0.01% Add +9.3% 16,506 $2.7M
Park Avenue Securities LLC 0.02% Add +7.9% 16,393 $2.7M
Smithbridge Asset Management Inc. 0.23% Add +44.1% 16,335 $2.7M
Prospera Financial Services Inc 0.04% Add +0.3% 16,268 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -22.1% 16,279 $2.7M
Moseley Investment Management Inc. 0.82% Add +0.2% 16,239 $2.6M
BankPlus Trust Department 0.69% Add +0.5% 16,222 $2.6M
Abn Amro Investment Solutions 0.04% New 16,112 $2.6M
Savant Capital, LLC 0.01% Reduce -0.9% 16,097 $2.6M
Roundview Capital LLC 0.16% Add +0.2% 16,062 $2.6M
Fruth Investment Management 0.70% Reduce -1.2% 16,050 $2.6M
Leonteq Securities AG 0.14% Add +284.3% 16,007 $2.6M
FORA Capital, LLC 0.31% Reduce -4.5% 19,048 $2.6M
Unison Advisors LLC 0.22% Add +0.7% 15,741 $2.6M
Gulf International Bank (UK) Ltd 0.08% No change 15,705 $2.6M
Intrust Bank NA 0.21% Add +9.0% 15,660 $2.5M
Louisiana State Employees Retirement System 0.04% Reduce -4.3% 15,600 $2.5M
Nemes Rush Group LLC 0.24% Reduce -1.1% 15,558 $2.5M
Maryland State Retirement & Pension System 0.05% No change 15,468 $2.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +0.5% 15,285 $2.5M
Anchor Investment Management, LLC 0.20% Reduce -8.8% 15,280 $2.5M
DAVENPORT & Co LLC 0.01% Add +0.1% 15,204 $2.5M
Maverick Capital 0.03% New 15,081 $2.5M
Bragg Financial Advisors, Inc 0.08% Reduce -4.6% 15,047 $2.4M
Inscription Capital, LLC 0.25% Reduce -3.2% 14,996 $2.4M
Jane Street Group, LLC 0.00% Reduce -3.6% 14,978 $2.4M
Nilsine Partners, LLC 0.21% Add +3.5% 14,837 $2.4M
Mitchell & Pahl Private Wealth, LLC 1.00% Reduce -0.5% 14,826 $2.4M
Meiji Yasuda Asset Management Co Ltd. 0.12% Add +846.9% 14,752 $2.4M
Heritage Trust Co 0.24% Add +31.0% 14,723 $2.4M
Bank & Trust Co 1.67% Reduce -0.1% 14,535 $2.4M
Hanson & Doremus Investment Management 0.28% Reduce -1.7% 14,473 $2.4M
Banque Cantonale Vaudoise 0.08% Add +7.6% 14,379 $2.3M
CWA Asset Management Group, LLC 0.08% Add +359.0% 14,243 $2.3M
New Mexico Educational Retirement Board 0.07% No change 14,116 $2.3M
Banco de Sabadell, S.A 1.49% Reduce -1.9% 14,103 $2.3M
MBM Wealth Consultants, LLC 0.54% Add +1.4% 14,041 $2.3M
Wesbanco Bank Inc. 0.06% Reduce -6.5% 13,969 $2.3M
Dymon Asia Capital (singapore) Pte. LTD. 0.50% New 13,935 $2.3M
United Capital Financial Advisors, LLC 0.01% Add +0.2% 13,826 $2.3M
NewEdge Wealth, LLC 0.03% Add +23.1% 13,764 $2.2M
Fulton Bank, N.A. 0.08% Reduce -10.8% 13,693 $2.2M
Bar Harbor Wealth Management 0.13% No change 13,464 $2.2M
Fifth Third Bancorp 0.01% Reduce -15.8% 13,348 $2.2M
Syon Capital LLC 0.11% Add +1.0% 13,322 $2.2M
Prudential PLC 0.02% Add +66.5% 13,322 $2.2M
Integrated Advisors Network LLC 0.10% Add +325.1% 13,302 $2.2M
Independent Solutions Wealth Management, LLC 0.40% Add +0.1% 13,257 $2.2M
GAMMA Investing LLC 0.11% Reduce -4.1% 13,145 $2.1M
Sigma Planning Corp 0.06% Add +2.4% 13,125 $2.1M
Vestcor Inc 0.06% Reduce -59.6% 13,061 $2.1M
Independent Advisor Alliance 0.05% Reduce -1.7% 13,047 $2.1M
Fifth Third Wealth Advisors LLC 0.07% Add +3.4% 12,963 $2.1M
Old National Bancorp 0.03% Reduce -3.6% 12,848 $2.1M
PFG Investments, LLC 0.10% Add +0.8% 12,801 $2.1M
Siemens Fonds Invest GmbH 0.11% Reduce -34.4% 12,636 $2.1M
Level Four Advisory Services, LLC 0.07% Add +4.3% 12,718 $2.1M
Nomura Holdings Inc. 0.01% Add +22.2% 12,660 $2.1M
F/m Investments LLC 0.08% Reduce -4.5% 12,637 $2.1M
Viawealth, LLC 1.15% Reduce -0.0% 12,559 $2.0M
King Luther Capital Management Corp. 0.01% Reduce -0.4% 12,535 $2.0M
Danske Bank A/S 0.00% Reduce -1.6% 12,531 $2.0M
Arkadios Wealth Advisors 0.04% Add +37.1% 12,510 $2.0M
MUFG Securities EMEA plc 0.02% Add +110.3% 12,504 $2.0M
Havemeyer Place LP 0.40% — 12,424 $2.0M
Waverly Advisors, LLC 0.02% Add +74.7% 12,419 $2.0M
Affinity Investment Advisors, LLC 1.34% Add +18.3% 12,407 $2.0M
Prime Capital Investment Advisors, LLC 0.02% Add +1.4% 12,368 $2.0M
Farther Finance Advisors, LLC 0.02% Add +9.9% 12,339 $2.0M
SeaCrest Wealth Management, LLC 0.20% Add +7.0% 10,902 $2.0M
Horizon Investments, LLC 0.03% Add +46.3% 12,197 $2.0M
Equitable Holdings, Inc. 0.01% Add +3.1% 12,154 $2.0M
Caldwell Trust Co 0.18% Reduce -2.4% 12,147 $2.0M
River Street Advisors LLC 0.74% Add +0.5% 12,107 $2.0M
Principal Securities, Inc. 0.03% Add +51.4% 12,049 $2.0M
Compound Planning, Inc. 0.06% Add +105.7% 12,047 $2.0M
Becker Capital Management Inc. 0.06% Add +1.1% 11,965 $1.9M
Bessemer Group Inc. 0.00% Add +3.0% 11,949 $1.9M
Courier Capital LLC 0.11% Reduce -1.6% 11,910 $1.9M
Huntleigh Advisors, Inc. 0.33% Reduce -0.4% 11,840 $1.9M
D. E. Shaw & Co. 0.00% Reduce -63.5% 11,826 $1.9M
Sowell Financial Services LLC 0.07% Add +2.6% 11,762 $1.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.11% New 11,708 $1.9M
Integrated Wealth Concepts LLC 0.02% Reduce -40.3% 11,689 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Add +24.3% 11,680 $1.9M
UMB Bank, n.a. 0.03% Reduce -2.0% 11,671 $1.9M
Choreo, LLC 0.02% Reduce -3.4% 11,518 $1.9M
BCM Advisors, LLC 0.36% No change 10,010 $1.9M
Ritholtz Wealth Management 0.03% Reduce -1.7% 11,492 $1.9M
Fidelis Capital Partners, LLC 0.13% Add +0.1% 11,383 $1.9M
Stablepoint Partners, LLC 0.29% Reduce -1.1% 11,293 $1.8M
Community Financial Services Group, LLC 0.33% Reduce -4.0% 11,142 $1.8M
Summit Trail Advisors, LLC 0.03% Reduce -2.7% 11,097 $1.8M
Orleans Capital Management Corp. 1.12% Reduce -1.2% 11,084 $1.8M
Kingsview Wealth Management, LLC 0.03% Add +2.3% 10,991 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +8.7% 10,955 $1.8M
Daiichi Life Insurance Co., Ltd. 0.05% Add +4.8% 10,908 $1.8M
Harvest Portfolios Group Inc. 0.03% Reduce -7.6% 10,905 $1.8M
Spire Wealth Management 0.06% Reduce -6.5% 10,905 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +6.0% 10,833 $1.8M
Providence Wealth Advisors, LLC 1.10% Add +0.5% 9,610 $1.8M
Stevens Capital Management LP 0.61% Add +505.4% 10,733 $1.7M
Entropy Technologies, LP 0.09% Reduce -56.2% 10,724 $1.7M
North Dakota State Investment Board 0.06% — 10,706 $1.7M
Profund Advisors LLC 0.05% Reduce -15.4% 10,664 $1.7M
First Merchants Corp. 0.06% Reduce -6.0% 10,658 $1.7M
Mengis Capital Management, Inc. 0.31% Reduce -10.7% 10,589 $1.7M
Threadgill Financial, LLC 0.71% No change 10,585 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.04% New 10,548 $1.7M
Cornerstone Select Advisors, LLC 1.19% Add +1.5% 10,491 $1.7M
Global Retirement Partners, LLC 0.03% Add +48.6% 10,487 $1.7M
Walleye Trading LLC 0.03% New 10,487 $1.7M
Bleakley Financial Group, LLC 0.03% Add +4.1% 10,485 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -0.2% 10,476 $1.7M
Apollon Wealth Management, LLC 0.03% Add +4.3% 10,421 $1.7M
AlphaCore Capital LLC 0.04% Add +794.0% 10,406 $1.7M
Brookstone Capital Management 0.02% Add +62.6% 10,395 $1.7M
First Citizens Bank & Trust Co. 0.04% Add +4.4% 10,392 $1.7M
MRP Capital Investments, LLC 1.42% Add +30.6% 10,384 $1.7M
Commerzbank Aktiengesellschaft 0.03% Reduce -16.1% 10,234 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -4.3% 10,184 $1.7M
Caxton Associates LLP 0.03% New 10,149 $1.7M
Roman Butler Fullerton & Co. 0.43% Add +1.1% 8,735 $1.6M
Intech Investment Management LLC 0.01% Reduce -38.1% 10,000 $1.6M
Peapack Gladstone Financial Corp. 0.02% Reduce -0.9% 9,983 $1.6M
Measured Risk Portfolios, Inc. 1.87% Reduce -13.8% 9,984 $1.6M
Dark Forest Capital Management LP 0.07% Reduce -70.8% 9,925 $1.6M
Exchange Traded Concepts, LLC 0.01% Add +46.8% 9,845 $1.6M
MGB Wealth Management, LLC 0.46% Add +3.8% 9,831 $1.6M
Laurel Oak Wealth Management, LLC 0.27% — 9,799 $1.6M
Tema ETFs LLC 0.12% Reduce -0.3% 9,772 $1.6M
Inspire Investing, LLC 0.14% Add +17.6% 9,755 $1.6M
Access Financial Services, Inc. 0.58% Reduce -8.7% 9,750 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.6% 9,746 $1.6M
Paragon Capital Management Inc. 1.22% Reduce -11.8% 9,656 $1.6M
Mitchell McLeod Pugh & Williams Inc. 0.22% Reduce -1.0% 7,651 $1.6M
Daymark Wealth Partners, LLC 0.05% Add +17.5% 9,360 $1.5M
Legacy Bridge, LLC 0.62% Reduce -0.6% 9,353 $1.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.05% — 9,246 $1.5M
Buckley Wealth Management, LLC 0.40% Reduce -1.4% 9,244 $1.5M
Smith Group Asset Management, LLC 0.08% Reduce -34.1% 9,230 $1.5M
LRT Capital Management, LLC 1.28% Reduce -55.3% 9,167 $1.5M
Citizens National Bank Trust Department 0.25% Reduce -0.3% 9,073 $1.5M
Moors & Cabot, Inc. 0.06% Reduce -4.1% 9,044 $1.5M
Verdence Capital Advisors LLC 0.09% Reduce -2.3% 9,035 $1.5M
Marino, Stram & Associates LLC 0.26% Add +5.4% 8,956 $1.5M
Venture Visionary Partners LLC 0.05% Reduce -8.3% 8,934 $1.5M
Denali Advisors LLC 0.16% Add +39.0% 8,918 $1.5M
Cidel Asset Management Inc. 0.10% No change 8,917 $1.5M
Guidance Capital, Inc. 0.35% Reduce -3.5% 7,755 $1.4M
Capital Advisors Inc. 0.02% Add +8.1% 8,901 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -1.1% 8,855 $1.4M
Canada Post Corp Registered Pension Plan 0.05% Add +70.3% 8,845 $1.4M
Mutual Advisors, LLC 0.03% Add +1.2% 8,775 $1.4M
Bank of Nova Scotia Trust Co. 0.12% Reduce -0.2% 8,756 $1.4M
Ashton Thomas Private Wealth, LLC 0.03% Add +5.2% 8,681 $1.4M
Coastline Trust Co 0.13% Reduce -0.2% 8,587 $1.4M
Wedmont Private Capital 0.05% Add +0.6% 7,577 $1.4M
Flagship Harbor Advisors, LLC 0.07% Reduce -6.2% 8,512 $1.4M
Ascent Group, LLC 0.05% Add +5.4% 8,509 $1.4M
Johnson Investment Counsel Inc. 0.01% Reduce -0.6% 8,480 $1.4M
Moody National Bank Trust Division 0.13% Reduce -17.6% 8,412 $1.4M
Peddock Capital Advisors, LLC 0.28% Add +5.3% 8,341 $1.4M
Westwood Holdings Group Inc. 0.01% Reduce -0.8% 8,330 $1.4M
First United Bank & Trust 0.43% Add +4.5% 8,320 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -44.7% 8,293 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.16% New 8,253 $1.3M
Corsicana & Co. 0.75% Reduce -4.8% 8,232 $1.3M
Mufg Securities Americas Inc. 0.08% Reduce -1.9% 8,217 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 8,214 $1.3M
Cadence Bank 0.08% Reduce -0.1% 8,210 $1.3M
Aptus Capital Advisors, LLC 0.01% Add +5.0% 8,184 $1.3M
GoalVest Advisory LLC 0.26% Reduce -19.0% 8,181 $1.3M
Wealthspire Advisors, LLC 0.01% Add +18.8% 8,180 $1.3M
International Assets Investment Management, LLC 0.09% Reduce -7.8% 8,166 $1.3M
Ballew Advisors, Inc 0.75% Reduce -0.1% 7,290 $1.3M
Ark Wealth Advisors LLC 1.42% — 8,131 $1.3M
Nicholas Wealth, LLC. 0.89% Add +10.4% 8,081 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Add +0.3% 8,063 $1.3M
Wahed Invest LLC 0.17% Reduce -6.3% 8,001 $1.3M
Kornitzer Capital Management Inc. 0.03% Add +0.5% 7,989 $1.3M
Sienna Gestion 0.08% New 7,915 $1.3M
Atlantic Edge Private Wealth Management, LLC 0.32% Add +5.1% 7,957 $1.3M
GMO 0.00% New 7,918 $1.3M
Meeder Advisory Services, Inc. 0.06% Add +12.1% 7,914 $1.3M
Munich Reinsurance Co Stock Corp in Munich 0.03% Reduce -59.3% 7,768 $1.3M
Concurrent Investment Advisors, LLC 0.01% Add +14.0% 7,848 $1.3M
Catherine Avery Investment Management LLC 0.76% Reduce -0.8% 7,786 $1.3M
EverSource Wealth Advisors, LLC 0.05% Reduce -1.5% 7,772 $1.3M
MIdWestOne Financial Group, Inc. 0.14% Reduce -13.2% 7,768 $1.3M
Coldstream Capital Management Inc. 0.02% Add +17.7% 7,731 $1.3M
Alphadyne Asset Management LP 0.13% New 7,712 $1.3M
CI Investments Inc. 0.01% Reduce -52.8% 7,690 $1.3M
Axq Capital, LP 0.28% New 7,643 $1.2M
X-Square Capital, LLC 0.41% Add +3.7% 7,629 $1.2M
Vontobel Holding Ltd. 0.00% Add +114.7% 7,626 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +3.1% 7,606 $1.2M
Crestmont Private Wealth LLC 0.40% No change 7,600 $1.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% Add +68.9% 7,600 $1.2M
J.W. Cole Advisors, Inc. 0.03% Add +6.4% 10,902 $1.2M
Inceptionr LLC 0.34% Add +22.2% 7,554 $1.2M
USS Investment Management Ltd 0.01% No change 7,512 $1.2M
Eventide Asset Management, LLC 0.02% New 7,391 $1.2M
Greenfield Savings Bank 0.51% Reduce -1.0% 7,435 $1.2M
Confluence Wealth Services, Inc. 0.05% Add +4.5% 7,400 $1.2M
Rodgers Brothers Inc. 0.14% Add +0.0% 7,363 $1.2M
Wright Investors Service Inc. 0.36% Add +75.4% 7,326 $1.2M
Godshalk Welsh Capital Management, Inc. 0.68% No change 7,325 $1.2M
Neumann Capital Management, LLC 0.34% No change 7,321 $1.2M
JT Stratford LLC 0.15% Add +3.2% 7,275 $1.2M
Field & Main Bank 0.34% Reduce -6.5% 7,271 $1.2M
Rexford Capital Inc. 0.89% Reduce -1.4% 7,210 $1.2M
Tounjian Advisory Partners, LLC 0.40% Reduce -6.3% 7,166 $1.2M
Vise Technologies, Inc. 0.02% Add +37.1% 7,160 $1.2M
Investors Research Corp 0.21% No change 7,154 $1.2M
Greenleaf Trust 0.01% Reduce -0.6% 7,116 $1.2M
Belpointe Asset Management LLC 0.04% Add +5.2% 7,079 $1.2M
CenterBook Partners LP 0.06% New 7,051 $1.1M
RBF Capital, LLC 0.05% No change 7,000 $1.1M
Ables, Iannone, Moore & Associates, Inc. 0.62% Reduce -0.2% 6,964 $1.1M
Redwood Investment Management, LLC 0.13% New 6,863 $1.1M
Larson Financial Group LLC 0.04% Add +5.6% 6,832 $1.1M
Legacy Trust 0.20% Add +11.5% 6,729 $1.1M
Energy Income Partners, LLC 0.02% Reduce -43.0% 6,707 $1.1M
IHT Wealth Management, LLC 0.03% Add +4.9% 6,684 $1.1M
Tocqueville Asset Management L.P. 0.02% Reduce -7.5% 6,670 $1.1M
V-Square Quantitative Management LLC 0.11% New 6,628 $1.1M
Fayez Sarofim & Co 0.00% Reduce -4.3% 6,621 $1.1M
Pinebridge Investments LLC 0.01% — 6,604 $1.1M
Rothschild Investment LLC 0.06% Add +0.4% 6,599 $1.1M
KCM Investment Advisors LLC 0.03% Add +33.8% 6,547 $1.1M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -0.7% 6,449 $1.0M
Cypress Wealth Services, LLC 0.14% New 6,393 $1.0M
Personal Cfo Solutions, LLC 0.17% Reduce -2.5% 6,382 $1.0M
Integrity Alliance, Llc. 0.04% New 6,380 $1.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.29% Reduce -0.9% 6,333 $1.0M
Twin Capital Management Inc. 0.13% Add +0.6% 6,306 $1.0M
Essex Investment Management Co. LLC 0.16% No change 6,302 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.9% 6,281 $1.0M
Harbor Capital Advisors, Inc. 0.08% Reduce -0.1% 6,216 $1.0M
Delta Financial Advisors LLC 0.26% Add +57.5% 6,214 $1.0M
Farringdon Capital, Ltd. 0.25% New 6,201 $1.0M
World Investment Advisors 0.02% Add +32.4% 6,188 $1.0M
Manske Wealth Management 0.30% Reduce -3.5% 6,188 $1.0M
Evernest Financial Advisors, LLC 0.21% No change 5,000 $1.0M
Axxcess Wealth Management, LLC 0.02% Reduce -3.1% 6,146 $1.0M
Turning Point Benefit Group, Inc. 0.52% Add +10.8% 6,107 $994K
CSS LLC 0.17% Add +39.8% 6,080 $990K
Berger Financial Group, Inc 0.06% Reduce -2.0% 6,037 $983K
Recurrent Investment Advisors LLC 0.07% Reduce -46.4% 6,035 $982K
Capstone Capital Management Ltd 0.94% — 6,017 $980K
Boothbay Fund Management, LLC 0.03% Add +118.6% 6,013 $979K
Tectonic Advisors LLC 0.05% Reduce -8.0% 6,012 $979K
Linscomb Wealth, Inc. 0.04% Reduce -0.6% 5,997 $976K
Csenge Advisory Group 0.04% Reduce -1.8% 5,958 $970K
Capital Planning Advisors, LLC 0.13% Reduce -7.3% 5,891 $959K
Simmons Bank 0.06% Add +9.3% 5,886 $958K
Forteris Wealth Management Inc. 0.94% — 5,884 $958K
Friedenthal Financial 0.49% New 5,860 $954K
Pekin Hardy Strauss, Inc. 0.09% Reduce -1.3% 5,840 $951K
Rockland Trust Co. 0.04% Reduce -0.1% 5,829 $949K
Savvy Advisors, Inc. 0.03% Add +18.2% 5,827 $949K
Kennondale Capital Management LLC 0.70% No change 5,825 $948K
Forum Financial Management, LP 0.01% Add +0.5% 5,817 $947K
AlphaQuest LLC 0.05% Add +63.0% 5,816 $947K
DMC Group, LLC 0.63% Add +8.0% 5,758 $937K
Lewis Asset Management, LLC 0.38% Reduce -0.1% 5,749 $936K
McCarter Private Wealth Services LLC 0.42% Add +9.4% 5,744 $935K
Ballast, Inc. 0.22% Reduce -9.9% 5,740 $934K
Kendall Capital Management 0.20% Reduce -14.9% 5,740 $934K
Jackson Hole Capital Partners, LLC 0.16% No change 5,708 $929K
Quad-Cities Investment Group, LLC 0.38% Reduce -0.6% 5,707 $929K
Red Cedar Investment Management, LLC 0.10% No change 5,697 $927K
Florida Trust Wealth Management Co 0.03% Add +1.3% 5,675 $924K
Koshinski Asset Management, Inc. 0.06% Add +0.3% 5,667 $923K
Mangrove Partners Im, LLC 0.07% New 5,575 $908K
Arista Wealth Management, LLC 0.11% Add +56.1% 5,562 $905K
Smith, Moore & Co. 0.07% Add +0.4% 5,558 $905K
Ostrum Asset Management 0.04% Reduce -24.9% 5,520 $899K
Argyle Capital Management, LLC 0.30% No change 5,500 $895K
Sather Financial Group Inc 0.05% Reduce -0.3% 5,494 $894K
Snowden Capital Advisors LLC 0.02% Add +0.0% 5,481 $892K
Hilton Head Capital Partners, LLC 0.52% — 5,471 $891K
Summa Corp. 0.38% No change 5,400 $879K
Quadrant Capital Group LLC 0.03% Add +2.4% 5,388 $877K
Sagespring Wealth Partners, LLC 0.02% Add +5.6% 5,275 $859K
Collective Family Office LLC 0.20% Add +1.3% 5,249 $854K
Archford Capital Strategies, LLC 0.10% Reduce -0.3% 5,233 $852K
First National Bank of Mount Dora, Trust Investment Services 0.19% Reduce -0.4% 5,204 $847K
Williams Jones Wealth Management, LLC. 0.01% Add +0.7% 5,199 $846K
Perigon Wealth Management, LLC 0.02% Add +2.7% 5,196 $846K
Evoke Wealth, LLC 0.02% Reduce -14.8% 5,177 $843K
Kingswood Wealth Advisors, LLC 0.04% Add +63.5% 5,162 $840K
Brooklyn Investment Group 0.04% Add +152.2% 5,072 $840K
Driehaus Capital Management LLC 0.01% Add +28.2% 5,158 $840K
Fearless Solutions, LLC dba Best Invest 0.51% Add +0.1% 5,140 $837K
Phoenix Financial Ltd. 0.01% Reduce -53.0% 5,124 $834K
Essential Partners LLC 0.26% Add +0.0% 5,089 $828K
Symphony Financial, Ltd. Co. 0.11% Add +0.2% 5,028 $828K
Citizens Financial Group Inc. 0.01% Reduce -14.9% 5,067 $825K
Brady Martz Wealth Solutions, LLC 0.14% Reduce -2.7% 5,055 $823K
Krilogy Financial LLC 0.03% Reduce -0.0% 4,485 $822K
TD Waterhouse Canada Inc. 0.01% Add +4.7% 5,038 $820K
Parsons Capital Management Inc. 0.04% No change 5,015 $816K
E&G Advisors, LLC 0.18% No change 5,008 $815K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -0.0% 4,997 $813K
Navigoe, LLC 0.50% No change 5,000 $813K
Laraway Financial Advisors Inc 0.53% Reduce -3.9% 4,988 $812K
Silver Coast Investments LLC 0.28% Reduce -0.2% 4,941 $804K
Ausdal Financial Partners, Inc. 0.04% Reduce -6.6% 4,911 $799K
Decision Investments, Inc. 0.87% — 4,900 $798K
Bryn Mawr Trust Advisors, LLC 0.04% Add +0.9% 4,895 $797K
Elevated Capital Advisors, LLC 0.19% Reduce -3.1% 4,882 $795K
AlTi Global, Inc. 0.02% Reduce -89.2% 4,868 $792K
Limestone Investment Advisors LP 0.57% New 4,855 $790K
Checchi Capital Advisers, LLC 0.05% Add +0.1% 4,836 $787K
Bangor Savings Bank 0.06% Reduce -4.1% 4,793 $780K
TCW Group Inc. 0.01% New 4,785 $779K
Adirondack Trust Co. 0.26% Reduce -0.0% 4,784 $779K
St. Johns Investment Management Company, LLC 0.32% Reduce -0.9% 4,781 $778K
Brown Brothers Harriman & Co. 0.00% Add +7.7% 4,778 $778K
DSG Capital Advisors, LLC 0.12% Add +10.7% 4,210 $777K
VAUGHAN & Co SECURITIES, INC. 0.40% Reduce -6.0% 4,756 $774K
HighPoint Advisor Group LLC 0.02% Reduce -0.7% 4,752 $774K
Kathmere Capital Management, LLC 0.05% Add +7.5% 4,743 $772K
Rosenberg Matthew Hamilton 0.16% No change 4,730 $770K
CreativeOne Wealth, LLC 0.02% Reduce -20.2% 4,717 $768K
HBK Sorce Advisory LLC 0.02% Add +1.4% 3,788 $768K
Coppell Advisory Solutions LLC 0.07% Add +0.1% 4,620 $762K
Ramirez Asset Management, Inc. 0.10% No change 4,665 $759K
Patrick M Sweeney & Associates, Inc. 0.47% Reduce -0.5% 4,663 $759K
Lanark Financial, Inc. 0.06% Reduce -2.9% 4,648 $757K
Vinva Investment Management Ltd 0.01% Reduce -53.7% 4,553 $751K
Chicago Partners Investment Group LLC 0.02% Add +0.4% 4,011 $750K
Garrett Wealth Advisory Group, LLC 0.14% Reduce -0.8% 4,593 $748K
Leavell Investment Management, Inc. 0.03% Add +8.1% 4,586 $747K
Eads & Heald Wealth Management 0.36% Reduce -5.3% 4,581 $746K
Callan Family Office, LLC 0.02% Add +21.0% 4,572 $744K
Transamerica Financial Advisors, LLC 0.06% Reduce -12.8% 4,557 $742K
Evolve Private Wealth, LLC 0.04% — 4,546 $740K
Institute for Wealth Management, LLC. 0.08% Add +0.1% 4,535 $738K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +1.1% 4,519 $736K
True North Advisors, LLC 0.09% Add +12.8% 4,504 $733K
Financial Advisors Network, Inc. 0.10% Add +1.4% 4,489 $731K
Pallas Capital Advisors LLC 0.02% Reduce -1.6% 4,475 $728K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -5.2% 4,459 $726K
Romano Brothers and Company 0.08% Add +0.9% 4,439 $723K
SHP Wealth Management 0.06% — 4,433 $721K
Hara Capital LLC 0.40% No change 4,395 $715K
Plato Investment Management Ltd 0.05% Add +18.3% 4,368 $715K
Sumitomo Life Insurance Co. 0.02% Add +1.1% 4,384 $714K
Pinion Investment Advisors, LLC 0.17% Reduce -12.2% 4,373 $712K
Employees Retirement System of Texas 0.01% No change 4,359 $710K
Hilltop Holdings Inc. 0.04% Reduce -1.3% 4,356 $709K
Advisors Capital Management, LLC 0.01% Add +83.0% 4,354 $709K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.3% 4,348 $708K
Sunpointe, LLC 0.23% Reduce -11.5% 4,341 $707K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -9.7% 4,338 $706K
Old Port Advisors 0.17% Reduce -0.8% 4,335 $706K
Hollencrest Capital Management 0.02% Add +0.1% 4,285 $698K
Wedbush Securities Inc. 0.02% Reduce -10.2% 4,276 $696K
Cornerstone Wealth Management, LLC 0.04% Reduce -4.2% 4,258 $693K
Waterloo Capital, L.P. 0.05% Reduce -3.0% 4,253 $692K
Harvest Fund Management Co., Ltd 0.03% Add +92.1% 4,249 $692K
Stratos Wealth Advisors, LLC 0.03% Add +0.1% 4,244 $691K
Independent Financial Group, LLC 0.02% Add +5.5% 4,240 $690K
Sapient Capital LLC 0.01% Add +2.9% 4,169 $687K
Loudon Investment Management, LLC 0.36% No change 4,219 $687K
Atlas Capital Advisors Inc. 0.08% — 4,200 $684K
Intesa Sanpaolo S.p.A. 0.04% — 4,145 $683K
Dauntless Investment Group, LLC 2.50% Reduce -23.2% 4,172 $679K
Western Wealth Management, LLC 0.03% Add +17.6% 4,143 $674K
Emerald Advisors, LLC 0.09% Reduce -5.4% 4,132 $673K
SageGuard Financial Group, LLC 0.11% — 4,132 $673K
Lee Danner & Bass Inc. 0.05% Add +10.8% 4,118 $670K
Midwest Trust Co 0.01% Add +8.3% 4,106 $668K
MTM Investment Management, LLC 0.21% Reduce -1.8% 4,100 $667K
Fortem Financial Group, LLC 0.18% No change 4,098 $667K
Aprio Wealth Management, LLC 0.04% Add +1.8% 4,098 $667K
Norden Group LLC 0.07% Add +3.2% 4,086 $665K
Avior Wealth Management, LLC 0.02% New 4,071 $663K
Chesapeake Wealth Management 0.20% Reduce -13.4% 4,067 $662K
Baader Bank Aktiengesellschaft 0.05% New 4,021 $655K
Ruggaard & Associates LLC 0.26% No change 4,013 $653K
Bank of Hawaii 0.03% Reduce -4.7% 4,010 $653K
Bill Few Associates, Inc. 0.16% Add +0.1% 4,005 $652K
Mullaney, Keating & Wright, Inc. 0.34% No change 4,000 $651K
Realta Investment Advisors 0.21% Add +0.9% 3,985 $649K
Centennial Wealth Advisory LLC 0.17% Add +0.1% 3,983 $648K
Journey Strategic Wealth LLC 0.02% Add +2.5% 3,982 $648K
HM Payson & Co. 0.01% Add +5.7% 3,962 $645K
State of Wyoming 0.07% New 3,958 $644K
Tiaa Trust, National Association 0.00% Reduce -1.9% 3,951 $643K
1ST Source Bank 0.03% Add +3.1% 3,945 $642K
Keudell/Morrison Wealth Management 0.13% — 3,930 $640K
Burke & Herbert Bank & Trust Co. 0.18% Add +3.8% 3,920 $638K
Montecito Bank & Trust 0.10% Add +1.4% 3,909 $636K
Segment Wealth Management, LLC 0.04% No change 3,891 $633K
Schonfeld Strategic Advisors LLC 0.00% Reduce -75.8% 3,887 $633K
Biltmore Wealth Management, LLC 0.24% Reduce -0.3% 3,884 $632K
Parkside Financial Bank & Trust 0.05% Add +3.4% 3,869 $630K
Goelzer Investment Management, Inc. 0.03% No change 3,844 $626K
Daner Wealth Management, LLC 0.38% Add +0.9% 3,128 $624K
Wealth Management Associates, Inc. 0.22% No change 3,825 $623K
Cooper Financial Group 0.07% Reduce -1.5% 3,815 $621K
Tower Research Capital LLC (TRC) 0.01% Reduce -63.1% 3,802 $619K
Aaron Wealth Advisors LLC 0.03% Add +32.4% 3,801 $619K
Marble Wealth, LLC 0.09% — 3,797 $618K
Essex Financial Services, Inc. 0.04% Add +5.3% 3,794 $618K
Crestwood Advisors Group, LLC 0.01% Add +5.4% 3,778 $615K
Athena Wealth Management, LLC 0.60% — 3,777 $615K
Catalyst Financial Partners LLC 0.07% Add +49.3% 3,775 $615K
GTS Securities LLC 0.02% New 3,739 $609K
Gradient Investments LLC 0.01% Reduce -5.8% 3,736 $608K
Carlson Financial, Inc. 0.35% — 3,731 $607K
Proffitt & Goodson Inc. 0.08% Reduce -2.4% 3,719 $605K
GAMCO Investors 0.01% Reduce -1.1% 3,679 $599K
IFP Advisors, Inc 0.01% Add +46.8% 3,651 $594K
Signaturefd, LLC 0.01% Add +12.5% 3,645 $593K
Strait & Sound Wealth Management LLC 0.22% Reduce -1.3% 3,638 $592K
HUB Investment Partners, LLC 0.02% Reduce -4.0% 3,630 $591K
Carnegie Investment Counsel 0.01% Reduce -2.7% 3,612 $588K
Neo Ivy Capital Management 0.09% New 3,585 $584K
Brave Asset Management Inc. 0.14% No change 3,555 $579K
Petra Financial Advisors Inc. 0.34% Reduce -2.4% 3,555 $579K
CX Institutional 0.02% Reduce -27.4% 3,551 $578K
SageView Advisory Group, LLC 0.02% Reduce -2.6% 3,532 $575K
VestGen Advisors, LLC 0.02% Add +49.8% 3,483 $567K
Palumbo Wealth Management LLC 0.14% No change 3,477 $566K
Ofi Invest Asset Management 0.01% New 3,477 $566K
Goldstone Financial Group, LLC 0.06% Add +0.5% 3,450 $562K
Embree Financial Group 0.07% Add +1.9% 3,446 $561K
Means Investment Co., Inc. 0.05% Add +0.1% 3,443 $561K
BankPlus Wealth Management LLC 0.31% Reduce -0.5% 3,440 $560K
WealthTrust Axiom LLC 0.14% Add +0.0% 3,439 $560K
Northstar Advisory Group, LLC 0.20% Reduce -1.1% 3,435 $559K
Cladis Investment Advisory, LLC 0.31% Reduce -0.5% 3,434 $559K
Amova Asset Management Americas, Inc. 0.01% Reduce -2.4% 3,427 $558K
Unique Wealth Strategies, LLC 0.22% New 3,412 $555K
Oppenheimer & Close, LLC 0.38% Reduce -3.2% 3,400 $553K
Founders Financial Securities LLC 0.03% Reduce -2.8% 3,396 $553K
Canal Capital Management, LLC 0.08% Add +0.1% 3,386 $551K
Private Trust Co. NA 0.05% Reduce -0.1% 3,378 $550K
North Forty Two & Co. 0.52% No change 3,375 $549K
Financial Synergies Wealth Advisors, Inc. 0.05% New 3,366 $548K
Cary Street Partners Financial LLC 0.01% Add +133.5% 3,355 $546K
Red Door Wealth Management, LLC 0.06% Reduce -6.8% 3,355 $546K
Stokes Family Office, LLC 0.05% New 3,354 $546K
Heritage Investors Management Corp. 0.02% No change 3,347 $545K
Forza Wealth Management, LLC 0.20% No change 3,346 $545K
Exencial Wealth Advisors, LLC 0.02% Add +1.6% 3,328 $542K
Qtron Investments LLC 0.07% New 3,312 $539K
Catalyst Funds Management Pty Ltd 0.12% Add +3.1% 3,300 $537K
OneAscent Financial Services LLC 0.05% Add +16.5% 3,297 $537K
Auxano Advisors, LLC 0.10% Reduce -0.1% 3,260 $531K
Crescent Sterling, Ltd. 0.54% Reduce -0.8% 3,260 $531K
Rydar Equities, Inc. 0.41% Add +6.3% 3,246 $528K
Total Wealth Planning & Management, Inc. 0.42% — 3,239 $527K
Intellectus Partners, LLC 0.10% Add +0.0% 3,233 $526K
United Community Bank 0.20% Reduce -11.4% 3,231 $526K
Armstrong Advisory Group, Inc. 0.04% Reduce -20.6% 3,227 $525K
Spectrum Strategic Capital Management, LLC 0.27% New 3,169 $516K
Appleton Partners Inc. 0.03% Reduce -2.6% 3,159 $514K
Magnolia Capital Management Ltd. 0.38% Add +4.8% 3,145 $512K
Marex Group Ltd 0.01% New 3,142 $511K
Element Wealth, LLC 0.21% Add +0.4% 3,135 $510K
Centurion Wealth Management LLC 0.11% No change 3,133 $510K
Impact Partnership Wealth, LLC 0.07% Reduce -7.7% 3,123 $508K
Essex Bank 0.11% Add +2.5% 3,105 $505K
Centric Wealth Management 0.11% New 2,802 $505K
Park Capital Management, LLC / WI 0.36% Reduce -11.6% 3,067 $499K
Focused Alpha, LLC 0.15% — 3,045 $496K
Zacks Investment Management 0.00% Reduce -19.8% 3,038 $495K
Occidental Asset Management, LLC 0.06% Add +69.0% 3,003 $489K
Azimuth Capital Investment Management LLC 0.02% No change 3,000 $488K
Composition Wealth, LLC 0.01% Add +19.7% 3,000 $488K
Eagle Harbor Asset Management Inc. 0.40% Reduce -4.0% 2,981 $485K
Assetmark, Inc. 0.00% Add +13.4% 2,976 $484K
LGT Group Foundation 0.01% Add +3.0% 2,928 $483K
Fideuram Asset Management (Ireland) dac 0.04% — 3,676 $482K
AdvisorShares Investments LLC 0.08% New 2,960 $482K
Bannerstone Capital Management, LLC 0.46% — 2,959 $482K
RiverFront Investment Group, LLC 0.01% Add +60.2% 2,958 $482K
Cigna Investments Inc. 0.07% Reduce -2.3% 2,954 $481K
First Financial Bankshares Inc 0.01% Reduce -0.8% 2,950 $480K
Childress Capital Advisors, LLC 0.08% Add +2.1% 2,945 $479K
Guinness Atkinson Asset Management Inc 0.23% Reduce -3.7% 2,892 $479K
Fiduciary Alliance LLC 0.03% Add +5.6% 2,942 $479K
Silvia McColl Wealth Management, LLC 0.32% No change 2,930 $477K
Mission Wealth Management, LP 0.01% Reduce -2.1% 2,920 $475K
Sun Group Wealth Partners 0.38% — 2,903 $473K
Everhart Financial Group, Inc. 0.04% Reduce -0.3% 2,876 $468K
QTR Family Wealth, LLC 0.21% Reduce -0.2% 2,345 $468K
Angeles Wealth Management, LLC 0.03% Add +0.8% 2,873 $468K
Phoenix Wealth Advisors 0.18% Reduce -2.6% 2,857 $465K
Wellington Shields & Co., LLC 0.11% Add +13.6% 2,840 $462K
PAX Financial Group, LLC 0.08% Reduce -12.5% 2,838 $462K
Rehmann Capital Advisory Group 0.02% Add +2.9% 2,815 $458K
USA Financial Formulas 0.08% New 2,815 $458K
Capstone Investment Advisors, LLC 0.00% New 2,811 $458K
Purkiss Capital Advisors LLC 0.21% Reduce -27.0% 2,810 $457K
Uhlmann Price Securities, LLC 0.27% Add +0.3% 2,813 $457K
Hamilton Capital, LLC 0.02% — 2,807 $457K
Strategies Wealth Advisors, LLC 0.05% Add +10.8% 2,802 $456K
ARS Wealth Advisors Group, LLC 0.04% No change 2,800 $456K
RD Lewis Holdings, Inc. 0.39% Add +0.8% 2,355 $453K
Vicus Capital 0.03% Add +0.4% 2,779 $452K
Pacific Center for Financial Services 0.12% No change 2,657 $452K
Venturi Wealth Management, LLC 0.02% Add +2.7% 2,758 $449K
SBI Okasan Asset Management Co.Ltd. 0.02% — 2,700 $447K
Arax Advisory Partners 0.01% Reduce -85.7% 2,744 $447K
Archer Investment Corp 0.10% No change 2,735 $445K
Capital Analysts, LLC 0.01% Reduce -2.2% 2,730 $444K
Grove Bank & Trust 0.05% No change 2,713 $442K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 2,709 $441K
NFSG Corp 0.07% Add +0.6% 2,708 $441K
Wealthcare Advisory Partners LLC 0.01% Reduce -34.1% 2,706 $441K
R Squared Ltd 0.21% New 2,705 $440K
Arkfeld Wealth Strategies, L.L.C. 0.15% Add +0.5% 2,391 $440K
Peregrine Asset Advisers, Inc. 0.12% No change 2,700 $440K
Hennessy Advisors Inc. 0.02% Reduce -31.6% 2,700 $440K
Gerber, LLC 0.24% No change 2,692 $438K
Marin Bay Wealth Advisors, LLC 0.25% — 2,687 $437K
S Harris Financial Group, LLC 0.42% — 2,673 $435K
Gables Capital Management Inc. 0.18% No change 2,665 $434K
World Equity Group, Inc. 0.12% New 2,654 $432K
Accel Wealth Management 0.12% Reduce -0.8% 2,650 $431K
Frank, Rimerman Advisors LLC 0.03% Add +1.7% 2,648 $431K
Independence Bank of Kentucky 0.05% Add +0.4% 2,646 $431K
Waterway Wealth Management, LLC 0.10% New 2,631 $428K
Founders Capital Management 0.22% No change 2,630 $428K
Mather Group, Llc. 0.00% Add +3.6% 2,627 $428K
Harbour Investments, Inc. 0.01% Reduce -17.0% 2,620 $427K
PCM Encore, LLC 0.09% — 2,612 $425K
Smith Salley Wealth Management 0.02% No change 2,605 $424K
AlphaGrep UK Ltd 0.14% — 2,602 $424K
EFG International AG 0.01% — 2,601 $423K
Rwa Wealth Partners, LLC 0.00% Add +25.3% 2,599 $423K
Financial Management Professionals, Inc. 0.04% Reduce -0.1% 2,581 $420K
Aviance Capital Partners, LLC 0.05% No change 2,575 $419K
Intrepid Financial Planning Group LLC 0.16% No change 2,574 $419K
Verus Capital Partners, LLC 0.03% Add +3.0% 2,573 $419K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -6.2% 2,572 $419K
Maridea Wealth Management LLC 0.06% Add +2.7% 2,562 $417K
Sfmg, LLC 0.03% Add +5.6% 2,560 $417K
King Wealth Management Group 0.05% No change 2,542 $414K
Old North State Trust, LLC 0.24% Reduce -2.5% 2,515 $409K
PharVision Advisers, LLC 0.20% Add +46.5% 2,487 $405K
Parallel Advisors, LLC 0.01% Reduce -39.3% 2,474 $403K
Precedent Wealth Partners, LLC 0.08% No change 2,474 $403K
Northside Capital Management, LLC 0.03% Add +43.8% 2,463 $401K
Certuity, LLC 0.03% Add +1.1% 2,462 $401K
AlphaStar Capital Management, LLC 0.03% Add +1.9% 2,461 $401K
Uptick Partners, LLC 0.09% Add +4.1% 2,456 $400K
Banco Santander, S.A. 0.00% New 2,455 $400K
Bayforest Capital Ltd 0.30% Reduce -17.7% 2,455 $400K
Prudent Man Advisors, LLC 0.15% Reduce -0.8% 2,452 $399K
Centaurus Financial, Inc. 0.02% Add +1.9% 2,449 $399K
Lifeworks Advisors, LLC 0.05% Reduce -28.7% 2,443 $398K
Scientech Research LLC 0.25% New 2,423 $394K
Diversify Advisory Services, LLC 0.01% Add +65.4% 2,148 $394K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.3% 2,418 $394K
Tranquility Partners, LLC 0.14% Reduce -12.2% 2,413 $393K
Alvarez & Marsal Private Wealth Partners, LLC 0.08% — 2,407 $392K
Polymer Capital Management (US) LLC 0.05% New 2,384 $388K
TD Private Client Wealth LLC 0.01% Reduce -4.4% 2,384 $388K
Henrickson Nauta Wealth Advisors, Inc. 0.06% New 2,160 $385K
Sovran Advisors, LLC 0.03% New 2,072 $382K
WealthBridge Capital Management, LLC 0.09% Reduce -1.7% 2,343 $381K
Gentry Private Wealth, LLC 0.24% Reduce -30.4% 2,338 $381K
TCTC Holdings, LLC 0.01% No change 2,334 $380K
Strategic Family Wealth Counselors, L.L.C. 0.09% New 2,055 $380K
Oxbow Advisors, LLC 0.03% Add +9.8% 2,331 $379K
Summit Financial, LLC 0.01% Add +2.7% 2,329 $379K
Ascentis Independent Advisors 0.06% Add +3.5% 2,324 $378K
Massar Capital Management, LP 0.07% New 2,315 $377K
Formidable Asset Management, LLC 0.05% Reduce -8.6% 2,212 $377K
SYM FINANCIAL Corp 0.04% Add +0.8% 2,309 $376K
Parcion Private Wealth LLC 0.02% Add +0.9% 2,304 $375K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.18% Add +21.1% 2,300 $374K
Bison Wealth, LLC 0.04% New 1,557 $373K
Traynor Capital Management, Inc. 0.02% Reduce -10.0% 2,293 $373K
OneAscent Wealth Management LLC 0.12% Add +3.4% 2,285 $372K
Stratos Investment Management, LLC 0.01% Add +44.0% 2,278 $371K
Central Pacific Bank - Trust Division 0.05% Reduce -1.5% 2,278 $371K
Michels Family Financial, LLC 0.27% Add +0.8% 2,274 $370K
Trustmark Bank Trust Department 0.02% Reduce -0.9% 2,247 $366K
Acropolis Investment Management, LLC 0.02% Reduce -4.3% 2,241 $365K
City Center Advisors, LLC 0.34% Add +0.1% 2,236 $364K
Accurate Wealth Management, LLC 0.05% Add +5.7% 1,961 $363K
Gryphon Financial Partners LLC 0.04% Add +10.7% 2,231 $363K
Freestone Capital Holdings, LLC 0.01% Reduce -2.3% 2,224 $362K
Armor Investment Advisors, LLC 0.13% No change 2,219 $361K
Scissortail Wealth Management, LLC 0.08% No change 2,216 $361K
Baker Ellis Asset Management LLC 0.04% No change 2,214 $360K
Meadow Creek Wealth Advisors LLC 0.23% No change 2,212 $360K
Capital Asset Advisory Services LLC 0.01% Add +1.1% 2,017 $360K
TBH Global Asset Management, LLC 0.06% No change 2,208 $359K
Van Cleef Asset Management,Inc 0.04% Add +10.0% 2,200 $358K
Aua Capital Management, LLC 0.18% No change 2,194 $357K
Clearwave Capital, LLC 0.26% — 2,186 $356K
SmartHarvest Portfolios, LLC 0.12% — 2,180 $355K
ProVise Management Group, LLC 0.03% No change 2,168 $353K
Elyxium Wealth, LLC 0.10% Reduce -2.1% 2,167 $353K
Dynamic Advisor Solutions LLC 0.01% Reduce -9.5% 2,134 $347K
Colonial River Investments, LLC 0.12% Add +0.7% 2,118 $345K
Silver Oak Securities, Incorporated 0.02% Reduce -4.8% 2,084 $344K
Apella Capital, LLC 0.01% Add +0.7% 2,106 $343K
KPP Advisory Services LLC 0.05% Reduce -0.5% 2,104 $343K
Frec Markets, Inc. 0.10% — 2,103 $343K
Rovin Capital /Ut/ 0.09% Reduce -10.0% 2,098 $342K
Virtu Financial LLC 0.01% New 2,100 $342K
Appalachian Capital Management Ltd 0.27% — 2,100 $342K
International Private Wealth Advisors LLC 0.21% Reduce -3.6% 2,090 $340K
Mattern Wealth Management LLC 0.07% No change 2,083 $339K
Kovack Advisors, Inc. 0.02% New 2,078 $338K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.9% 2,074 $338K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +21.6% 2,070 $337K
Bullock Wealth Management Group 0.16% — 2,070 $337K
Silvercrest Asset Management Group LLC 0.00% Reduce -10.4% 2,069 $337K
Trilogy Capital Inc. 0.01% Add +0.1% 2,056 $335K
AMG National Trust Bank 0.01% No change 2,050 $334K
Good Steward Wealth Advisors,LLC 0.22% Reduce -1.0% 2,040 $332K
Parisi Gray Wealth Management 0.08% Reduce -0.8% 2,037 $332K
Vanguard Capital Wealth Advisors 0.27% Reduce -8.3% 2,030 $330K
Focus Financial Network, Inc. 0.01% Reduce -5.4% 2,020 $329K
Beta Wealth Group, Inc. 0.13% Add +5.3% 2,012 $328K
Waddell & Associates, LLC 0.02% Reduce -1.4% 2,012 $328K
Financial Sense Advisors, Inc. 0.07% No change 2,000 $326K
Generali Investments, Management Co LLC 0.06% Add +31.4% 2,000 $326K
ESL Trust Services, LLC 0.06% No change 2,000 $326K
Ballentine Partners, LLC 0.00% Reduce -2.0% 1,999 $325K
Drucker Wealth 3.0, LLC 0.06% Add +2.6% 1,996 $325K
Claret Asset Management Corp 0.04% Reduce -0.5% 1,992 $324K
Brookwood Investment Group LLC 0.04% Reduce -0.3% 1,987 $323K
Journey Retirement Planning & Investment Management LLC 0.07% — 1,984 $323K
Pin Oak Investment Advisors Inc. 0.23% No change 1,584 $323K
Connecticut Wealth Management, LLC 0.01% No change 1,983 $323K
Ledyard National Bank 0.03% Add +1.0% 1,981 $322K
Premier Path Wealth Partners, LLC 0.04% Add +6.3% 1,970 $321K
Bfsg, LLC 0.03% Reduce -9.6% 1,964 $320K
Oder Investment Management, LLC 0.23% Reduce -3.8% 1,952 $318K
Fourth Dimension Wealth, LLC 0.12% Reduce -12.9% 1,951 $318K
LongView Wealth Management 0.08% Reduce -1.7% 1,767 $317K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.2% 1,948 $317K
KDT Advisors, LLC 0.44% Add +26.8% 1,942 $316K
Ameritas Advisory Services, LLC 0.01% Reduce -8.5% 1,940 $316K
Narus Financial Partners, LLC 0.09% No change 1,936 $315K
PFG Advisors 0.02% Reduce -0.3% 1,934 $315K
Opal Wealth Advisors, LLC 0.08% Reduce -1.3% 1,931 $314K
Larry Mathis Financial Planning, LLC 0.28% — 1,930 $314K
Guardian Wealth Advisors, LLC / NC 0.02% Add +0.2% 1,924 $313K
Providence First Trust Co 0.11% New 1,923 $313K
Argentarii, LLC 0.10% Add +5.0% 1,910 $311K
Sivia Capital Partners, LLC 0.06% Add +1.4% 1,909 $311K
Monument Capital Management 0.08% No change 1,907 $310K
Modern Wealth Management, LLC 0.01% Add +18.3% 1,903 $310K
Kozak & Associates, Inc. 0.06% Add +0.7% 1,669 $309K
VeraBank, N.A. 0.06% No change 1,894 $308K
Sovereign Financial Group, Inc. 0.05% Reduce -35.5% 1,888 $307K
City National Bank of Florida 0.20% Reduce -17.4% 1,887 $307K
Strategic Blueprint, LLC 0.02% Reduce -1.9% 1,887 $307K
Newman Dignan & Sheerar, Inc. 0.06% Add +17.7% 1,882 $306K
Wealth Alliance Advisory Group, LLC 0.05% Add +3.9% 1,873 $305K
Invst, LLC 0.03% Add +3.1% 1,865 $304K
Probity Advisors, Inc. 0.05% Reduce -0.3% 1,857 $302K
Atticus Wealth Management, LLC 0.07% Add +0.2% 1,851 $301K
Trust Co. of Toledo NA 0.03% Reduce -2.6% 1,850 $301K
TCFG Wealth Management, LLC 0.12% No change 1,847 $301K
Quotient Wealth Partners, LLC 0.01% Add +5.4% 1,832 $298K
Indivisible Partners 0.03% — 1,818 $296K
Barnes Pettey Financial Advisors, LLC 0.15% No change 1,816 $296K
PDS Planning, Inc 0.02% Add +2.5% 1,814 $295K
LCM Capital Management Inc 0.14% Add +2.5% 1,804 $294K
West Tower Group, LLC 0.67% New 1,800 $293K
Goepper Burkhardt LLC 0.10% No change 1,800 $293K
Money Concepts Capital Corp. 0.02% New 1,794 $292K
Sax Wealth Advisors, LLC 0.01% New 1,787 $291K
Deseret Mutual Benefit Administrators 0.12% Reduce -3.3% 1,785 $291K
Mosley Wealth Management 0.13% — 1,787 $290K
Curi Capital, LLC 0.01% Add +21.2% 1,782 $290K
Ingalls & Snyder LLC 0.01% No change 1,783 $290K
Perpetual Ltd 0.00% Reduce -8.3% 1,780 $290K
Asset One Wealth Management LLC 0.04% — 1,602 $289K
Pure Financial Advisors, LLC 0.00% New 1,772 $288K
Guyasuta Investment Advisors Inc. 0.02% Add +0.5% 1,769 $288K
Balanced Wealth Group LLC 0.10% Add +0.8% 1,712 $287K
Zhang Financial LLC 0.01% Reduce -6.1% 1,750 $285K
Patten & Patten Inc. 0.02% Reduce -0.9% 1,744 $284K
GC Wealth Management RIA, LLC 0.01% Reduce -68.7% 1,741 $283K
Davis R M Inc. 0.00% No change 1,732 $282K
denkapparat Operations GmbH 0.15% New 1,732 $282K
Secured Retirement Advisors, LLC 0.16% Add +9.4% 1,729 $282K
Clarius Group, LLC 0.02% No change 1,728 $281K
Fairbanks Capital Management, Inc. 0.15% Reduce -4.4% 1,727 $281K
Concorde Asset Management, LLC 0.11% Reduce -10.9% 1,722 $280K
Shelton Capital Management 0.01% No change 1,719 $280K
Soltis Investment Advisors LLC 0.02% Add +7.2% 1,709 $278K
Mesirow Financial Investment Management, Inc. 0.01% New 1,706 $278K
Zions Bancorporation, National Association 0.01% Add +2.8% 1,703 $277K
Associated Banc-Corp 0.01% Add +0.3% 1,703 $277K
Cullinan Associates Inc. 0.02% No change 1,700 $277K
Westpac Banking Corp. 0.02% Reduce -23.0% 1,698 $276K
Portside Wealth Group, LLC 0.04% Add +0.4% 1,694 $276K
Berman McAleer LLC 0.04% No change 1,693 $276K
Calton & Associates, Inc. 0.04% Reduce -0.1% 1,692 $275K
Elm Partners Management LLC 0.01% Add +4.3% 1,689 $275K
SevenBridge Financial Group, LLC 0.04% Add +7.9% 1,500 $275K
CFO4Life Group, LLC 0.04% Reduce -0.2% 1,681 $274K
Cyndeo Wealth Partners, LLC 0.01% No change 1,679 $273K
Keebeck Wealth Management 0.03% Add +14.4% 1,672 $272K
Jeppson Wealth Management, LLC 0.09% No change 1,656 $270K
Oak Asset Management, LLC 0.09% No change 1,653 $269K
Vestor Capital, LLC 0.02% Reduce -93.3% 111 $269K
Philadelphia Trust Co. 0.02% Reduce -0.6% 1,644 $268K
Ancora Advisors LLC 0.01% Add +9.2% 1,635 $266K
Asset Allocation & Management Company, LLC 0.11% No change 1,634 $266K
Schnieders Capital Management, Llc. 0.04% No change 1,615 $263K
Moneta Group Investment Advisors LLC 0.00% Reduce -23.9% 1,615 $263K
EPG Wealth Management LLC 0.07% Reduce -1.9% 1,614 $263K
First Horizon Corp. 0.01% No change 1,613 $263K
Towne Trust Company, N.A 0.08% No change 1,600 $260K
Versor Investments LP 0.04% New 1,600 $260K
Thompson Siegel & Walmsley LLC 0.00% No change 1,600 $260K
Sage Mountain Advisors LLC 0.01% Reduce -40.1% 1,595 $260K
Ameriflex Group, Inc. 0.13% Add +254.2% 1,594 $259K
ABLE Financial Group, LLC 0.05% Reduce -3.0% 1,592 $259K
Covenant Asset Management, LLC 0.05% Reduce -38.6% 1,590 $259K
Algert Global LLC 0.00% New 1,590 $259K
Silverlake Wealth Management LLC 0.06% Add +0.1% 1,586 $258K
Wilsey Asset Management Inc. 0.04% Reduce -12.9% 1,580 $257K
Capital Investment Advisory Services, LLC 0.02% Add +0.6% 1,580 $257K
IRON Financial LLC 0.12% Reduce -1.3% 1,577 $257K
OneAscent Investment Solutions LLC 0.27% Reduce -3.4% 1,575 $256K
Signature Estate & Investment Advisors LLC 0.01% Add +0.6% 1,565 $255K
Oakworth Capital, Inc. 0.01% Reduce -0.8% 1,560 $254K
Searle & Co. 0.07% No change 1,558 $254K
Gladstone Institutional Advisory LLC 0.01% Reduce -2.1% 1,553 $253K
55 North Private Wealth, LLC 0.07% — 1,548 $252K
Cannell & Spears LLC 0.00% Add +0.2% 1,543 $251K
Haverford Trust Co 0.00% Add +0.7% 1,537 $250K
Chesley Taft & Associates LLC 0.01% Add +15.2% 1,536 $250K
L2 Asset Management, LLC 0.03% Reduce -57.5% 1,529 $249K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -4.0% 1,529 $249K
Transcend Capital Advisors, LLC 0.02% Reduce -57.6% 1,524 $248K
Prelude Capital Management, LLC 0.02% Reduce -68.1% 1,516 $247K
Basecamp Wealth Advisors LLC 0.05% — 1,511 $246K
Visionary Wealth Advisors 0.01% Reduce -27.6% 1,507 $245K
GM Advisory Group, LLC 0.01% Add +19.5% 1,504 $245K
71 West Capital Partners 0.01% — 1,502 $245K
Monetary Management Group Inc. 0.06% No change 1,500 $244K
Kennedy Capital Management LLC 0.01% No change 1,493 $243K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.1% 1,491 $243K
Security National Bank 0.03% No change 1,481 $241K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -0.2% 1,477 $240K
Clifford Swan Investment Counsel LLC 0.01% Reduce -4.1% 1,475 $240K
Ewa, LLC 0.06% Add +8.5% 1,474 $240K
Redwood Wealth Management Group, LLC 0.10% Reduce -1.5% 1,471 $239K
Meridian Wealth Management, LLC 0.01% New 1,465 $238K
Mach-1 Financial Group, LLC 0.05% New 1,462 $238K
MASTERINVEST Kapitalanlage GmbH 0.02% Reduce -29.1% 1,442 $238K
Hilltop National Bank 0.06% Reduce -10.3% 1,460 $238K
Intelligence Driven Advisers, LLC 0.03% New 1,460 $238K
Drive Wealth Management, LLC 0.05% Reduce -2.2% 1,456 $237K
City State Bank 0.06% No change 1,455 $237K
Commonwealth Financial Services, LLC 0.04% Add +0.8% 1,453 $237K
Family Manage LLC 0.03% New 1,452 $236K
Avalon Trust Co 0.02% Reduce -0.3% 1,451 $236K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,450 $236K
Versant Capital Management, Inc 0.03% Reduce -1.4% 1,449 $236K
Verum Partners LLC 0.05% Add +2.1% 1,449 $236K
Financial Engines Advisors L.L.C. 0.00% Add +17.5% 1,448 $236K
Potentia Wealth 0.09% No change 1,447 $236K
Diversified Enterprises, LLC 0.01% New 1,443 $235K
Advus Financial Partners, LLC 0.06% Reduce -7.8% 1,441 $235K
Woodstock Corp. 0.02% No change 1,437 $234K
BIP Wealth, LLC 0.01% Reduce -2.6% 1,432 $233K
Lester Murray Antman dba SimplyRich 0.06% No change 1,435 $233K
Orange Investment Advisors, Inc. 0.03% No change 1,425 $232K
Bingham Private Wealth, LLC 0.20% — 1,422 $231K
Obermeyer Wealth Partners 0.01% Add +1.1% 1,421 $231K
Patten Group, Inc. 0.04% Reduce -54.1% 1,417 $231K
Pine Harbor Wealth Management, LLC 0.07% Add +0.7% 1,411 $230K
Stock Yards Bank & Trust Co. 0.01% Reduce -16.5% 1,410 $230K
Resonant Capital Advisors, LLC 0.01% Add +1.2% 1,408 $229K
Tradewinds, LLC. 0.05% No change 1,404 $229K
Mindset Wealth Management, LLC 0.06% No change 1,400 $228K
Stockman Wealth Management, Inc. 0.03% No change 1,400 $228K
Orrstown Financial Services Inc. 0.04% No change 1,399 $228K
Naples Global Advisors, LLC 0.02% Add +0.2% 1,397 $227K
Whelan Financial 0.07% Add +0.6% 1,386 $226K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -1.5% 1,383 $225K
Riversedge Advisors, LLC 0.04% Add +3.4% 1,382 $225K
1620 Investment Advisors, Inc. 0.15% No change 1,375 $224K
Fractal Investments LLC 0.03% No change 1,360 $221K
Arvest Bank Trust Division 0.01% Reduce -25.5% 1,359 $221K
SFG Wealth Management, LLC. 0.09% No change 1,357 $221K
GeoWealth Management, LLC 0.01% Add +1.7% 1,356 $221K
Syverson Strege & Co 0.05% Reduce -3.6% 1,355 $221K
Bradley Foster & Sargent Inc. 0.00% Add +8.4% 1,355 $221K
Skylands Capital, LLC 0.03% Reduce -52.6% 1,350 $220K
Zullo Investment Group, Inc. 0.08% Reduce -4.9% 1,346 $219K
Cottage Street Advisors LLC 0.09% Add +0.1% 1,347 $219K
Chapin Davis, Inc. 0.05% Add +0.1% 1,342 $218K
Hibernia Wealth Partners, LLC 0.07% New 1,330 $217K
Fortitude Advisory Group L.L.C. 0.09% New 1,326 $216K
Southland Equity Partners LLC 0.04% Add +0.5% 1,323 $215K
Cheviot Value Management, LLC 0.02% Add +0.3% 1,161 $214K
GAM Holding AG 0.01% New 1,310 $213K
Interchange Capital Partners, LLC 0.04% Reduce -5.6% 1,309 $213K
PUREfi Wealth, LLC 0.16% Add +2.4% 1,304 $212K
Fire Capital Management LLC 0.11% No change 1,300 $212K
HHM Wealth Advisors, LLC 0.03% No change 1,300 $212K
Wilmington Savings Fund Society, FSB 0.01% Add +610.4% 1,300 $212K
Columbus Macro, LLC 0.02% Reduce -6.3% 1,299 $211K
waypoint wealth counsel 0.08% Add +0.4% 1,292 $210K
TruWealth Advisors, LLC 0.01% Reduce -7.5% 1,285 $209K
Keel Point, LLC 0.01% Reduce -2.5% 1,282 $209K
Motco 0.02% Reduce -94.6% 1,281 $209K
Warwick Investment Management, Inc. 0.03% New 1,274 $207K
Martel Wealth Advisors LLC 0.04% No change 1,273 $207K
KG Capital Management 0.05% Reduce -1.8% 1,267 $206K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +0.1% 1,266 $206K
Morton Capital Management LLC 0.03% Reduce -5.4% 1,265 $206K
Canopy Partners, LLC 0.07% New 1,263 $206K
Calamos Wealth Management LLC 0.01% Reduce -17.4% 1,263 $206K
Hurley Capital, LLC 0.11% No change 1,255 $204K
One Wealth Advisors, LLC 0.02% Reduce -43.0% 1,251 $204K
Amarillo National Bank 0.04% No change 1,250 $203K
CFS Investment Advisory Services, LLC 0.01% Add +0.1% 1,243 $202K
Legacy Financial Advisors, Inc. 0.03% Add +2.9% 1,241 $202K
Grey Ledge Advisors, LLC 0.05% Add +0.1% 1,241 $202K
Trivium Point Advisory, LLC 0.02% Reduce -2.4% 1,241 $202K
Hantz Financial Services, Inc. 0.00% Add +212.6% 1,241 $202K
Trueblood Wealth Management, LLC 0.08% Reduce -21.5% 1,236 $201K
PFS Partners, LLC 0.09% Add +0.3% 1,232 $201K
Mascagni Wealth Management, Inc. 0.15% Add +0.2% 1,231 $200K
Daviman Financial, LLC 0.12% — 1,231 $200K
Blue Trust, Inc. 0.00% Add +9.9% 1,210 $197K
CoreCap Advisors, LLC 0.01% Reduce -10.5% 1,204 $196K
First Community Trust NA 0.15% No change 1,200 $195K
Peterson Wealth Services 0.05% Reduce -55.5% 1,197 $195K
MV Capital Management, Inc. 0.02% Reduce -10.8% 1,161 $189K
Cromwell Holdings LLC 0.10% No change 1,159 $189K
Root Financial Partners, LLC 0.01% Add +5.3% 1,147 $187K
1015 Capital Partners, LLC 0.18% — 1,137 $185K
Webster Bank, N. A. 0.02% No change 1,133 $184K
Winch Advisory Services, LLC 0.04% Add +0.7% 1,115 $181K
Sava Infond d.o.o. 0.02% Reduce -26.7% 1,100 $179K
Strengthening Families & Communities, LLC 0.06% Add +1.9% 1,093 $178K
MCF Advisors LLC 0.01% Add +18.6% 1,007 $164K
Delos Wealth Advisors, LLC 0.11% No change 1,000 $163K
U S Global Investors Inc. 0.02% No change 1,000 $163K
Raiffeisen Bank International AG 0.00% Reduce -6.2% 985 $162K
Simplex Trading, LLC 0.00% New 991 $161K
CYBER HORNET ETFs LLC 0.09% Add +5.5% 975 $159K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +2280.0% 952 $155K
Bogart Wealth, LLC 0.01% No change 931 $152K
Trust Co. of Vermont 0.01% Reduce -0.8% 917 $149K
Tanglewood Legacy Advisors, LLC 0.06% No change 910 $148K
Westside Investment Management, Inc. 0.02% Add +0.7% 900 $147K
CVA Family Office, LLC 0.02% Reduce -16.3% 881 $143K
Montag A & Associates Inc. 0.01% Add +36.2% 876 $143K
Tobam 0.03% New 865 $141K
Smithfield Trust Co 0.01% No change 841 $139K
Evermay Wealth Management LLC 0.02% No change 850 $138K
Bank of New Hampshire 0.03% No change 830 $135K
Quent Capital, LLC 0.01% Add +8.4% 810 $132K
Private Wealth Asset Management, LLC 0.01% No change 803 $131K
Paladin Advisory Group, LLC 0.10% No change 800 $130K
Knuff & Co LLC 0.04% No change 800 $130K
Sentry Investment Management LLC 0.09% No change 799 $130K
CNB Bank 0.05% Reduce -6.2% 794 $129K
Chung Wu Investment Group, LLC 0.11% New 790 $129K
SOA Wealth Advisors, LLC. 0.02% No change 764 $124K
Meeder Asset Management Inc. 0.01% Add +429.2% 762 $124K
First Command Advisory Services, Inc. 0.00% No change 732 $119K
GHP Investment Advisors, Inc. 0.00% No change 721 $117K
Core Alternative Capital 0.03% Reduce -2.0% 700 $114K
Dagco, Inc. 0.03% Add +0.7% 693 $113K
Murphy & Mullick Capital Management Corp 0.08% Reduce -35.4% 661 $108K
JFS Wealth Advisors, LLC 0.01% Add +7.7% 654 $106K
Essential Investment Partners LLC 0.10% — 650 $106K
Miller Wealth Advisors, LLC 0.04% Add +0.6% 643 $105K
Truvestments Capital LLC 0.02% Add +18.0% 642 $105K
Burkett Financial Services, LLC 0.03% Add +0.7% 618 $101K
Asset Dedication, LLC 0.01% No change 617 $100K
HighMark Wealth Management LLC 0.04% No change 600 $98K
DV Trading LLC 0.01% — 600 $98K
2UniFi Bank 0.05% No change 594 $97K
Glen Eagle Advisors, LLC 0.01% Add +103.1% 591 $96K
NBT Bank, N.A. 0.01% Reduce -1.5% 463 $95K
Silvant Capital Management LLC 0.00% No change 571 $93K
Eurizon SLJ Capital Ltd 0.04% — 569 $93K
Manchester Capital Management LLC 0.01% Add +25.9% 569 $93K
Colonial Trust Co / SC 0.01% Add +39.7% 563 $92K
Laurel Wealth Advisors LLC 0.01% New 555 $90K
Heritage Wealth Advisors 0.00% No change 555 $90K
Kohmann Bosshard Financial Services, LLC 0.01% New 545 $89K
Ascentis Wealth Management, LLC 0.02% No change 532 $87K
Salomon & Ludwin, LLC 0.01% No change 476 $86K
Adkins Seale Capital Management LLC 0.08% — 516 $84K
Johnson Financial Group, Inc. 0.00% Reduce -29.8% 516 $84K
Richardson Financial Services Inc. 0.03% Add +7.5% 515 $84K
Catalyst Capital Advisors LLC 0.00% Add +16.4% 505 $82K
Chilton Capital Management LLC 0.00% Add +0.8% 504 $82K
Smallwood Wealth Investment Management, LLC 0.04% No change 500 $81K
Intact Investment Management Inc. 0.00% New 500 $81K
Flagship Wealth Advisors, LLC 0.02% No change 499 $81K
SBI Securities Co., Ltd. 0.00% Reduce -22.1% 497 $81K
Missouri Trust & Investment Co 0.02% No change 495 $81K
Prestige Wealth Management Group LLC 0.02% No change 489 $80K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +48.8% 488 $79K
WFA of San Diego, LLC 0.06% Reduce -31.5% 482 $78K
Plante Moran Financial Advisors, LLC 0.01% Reduce -2.4% 481 $78K
Farmers & Merchants Investments Inc. 0.00% Reduce -4.0% 480 $78K
DT Investment Partners, LLC 0.01% No change 478 $78K
Greykasell Wealth Strategies, Inc. 0.03% New 470 $77K
Medallion Wealth Advisors, LLC 0.03% Reduce -0.4% 467 $76K
Bartlett & Co. Wealth Management LLC 0.00% Add +4.5% 465 $76K
Summit Securities Group LLC 0.01% Reduce -15.2% 453 $74K
Comprehensive Financial Planning, Inc. 0.05% No change 450 $73K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -9.7% 437 $71K
Cary Street Partners Investment Advisory LLC 0.02% Add +6.1% 434 $71K
DV Equities, LLC 0.01% — 427 $70K
Reyes Financial Architecture, Inc. 0.04% No change 422 $69K
Tacita Capital Inc 0.04% No change 420 $68K
Park Place Capital Corp 0.01% Reduce -0.5% 417 $68K
Stone House Investment Management, LLC 0.01% Add +0.5% 412 $67K
Riverview Trust Co 0.08% No change 409 $67K
Eastern Bank 0.00% Add +0.5% 402 $65K
Pilgrim Partners Asia Pte Ltd 0.03% New 400 $65K
Lavaca Capital LLC 0.01% No change 400 $65K
Quintet Private Bank (Europe) S.A. 0.00% No change 400 $65K
Indiana Trust & Investment Management Co 0.02% No change 392 $64K
N.E.W. Advisory Services LLC 0.00% No change 377 $61K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -8.8% 365 $59K
Creative Capital Management Investments LLC 0.02% No change 364 $59K
Concord Wealth Partners 0.01% Reduce -6.9% 364 $59K
Millstone Evans Group, LLC 0.03% No change 361 $59K
Mowery & Schoenfeld Wealth Management, LLC 0.08% Add +37.5% 359 $58K
CBIZ Investment Advisory Services, LLC 0.00% Add +9.9% 345 $56K
MeadowBrook Investment Advisors LLC 0.05% Reduce -14.0% 344 $56K
GW&K Investment Management, LLC 0.00% Reduce -1.4% 347 $56K
Osterweis Capital Management Inc. 0.00% No change 341 $56K
Key Financial Inc 0.01% Reduce -2.6% 333 $54K
Ransom Advisory, Ltd 0.02% No change 322 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +2.0% 302 $49K
Golden State Wealth Management, LLC 0.01% No change 293 $48K
Quest 10 Wealth Builders, Inc. 0.04% Add +149.6% 287 $47K
American Capital Advisory, LLC 0.02% Add +1.1% 282 $46K
GPS Wealth Strategies Group, LLC 0.04% Reduce -65.5% 277 $45K
Crewe Advisors LLC 0.00% Add +2.6% 276 $45K
Keating Financial Advisory Services, Inc. 0.01% — 271 $44K
Key Capital Management, INC 0.04% — 252 $41K
IFC & Insurance Marketing, Inc. 0.04% — 253 $41K
Motiv8 Investments LLC 0.02% New 254 $41K
Operose Advisors LLC 0.01% New 250 $41K
Compagnie Lombard Odier SCmA 0.00% No change 250 $41K
Duncker Streett & Co. Inc. 0.01% No change 249 $41K
Sachetta, LLC 0.02% Reduce -89.1% 238 $39K
Triumph Capital Management 0.01% New 235 $38K
Tradewinds Capital Management, LLC 0.01% No change 234 $38K
Physician Wealth Advisors, Inc. 0.01% Add +7.1% 226 $37K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 200 $37K
Global Wealth Strategies & Associates 0.01% Add +9.5% 219 $36K
Basepoint Wealth LLC 0.02% New 216 $35K
Strategic Wealth Partners, Ltd. 0.00% New 213 $35K
Accordant Advisory Group Inc 0.02% Add +194.4% 212 $35K
Bruce G. Allen Investments, LLC 0.02% Add +32.9% 206 $34K
University of Texas/Texas Am Investment Management Co. 0.00% Add +157.0% 203 $33K
Cypress Capital Management LLC (WY) 0.03% No change 200 $33K
Board of the Pension Protection Fund 0.03% Reduce -85.7% 200 $33K
Chesapeake Asset Management LLC 0.03% No change 200 $33K
Canton Hathaway, LLC 0.01% No change 200 $33K
Pittenger & Anderson Inc. 0.00% Reduce -50.0% 200 $33K
AXS Investments LLC 0.01% New 199 $32K
Afg Fiduciary Services Limited Partnership 0.02% New 32,374 $32K
Covestor Ltd 0.02% Add +2.6% 199 $32K
Hoey Investments, Inc. 0.00% No change 191 $31K
ORG Partners LLC 0.01% Add +38.0% 189 $31K
West Branch Capital LLC 0.01% Reduce -24.2% 182 $30K
Torren Management, LLC 0.02% — 182 $30K
Addison Advisors LLC 0.01% Add +22.8% 178 $29K
Quarry LP 0.01% Reduce -76.3% 178 $29K
Investors Portfolio Services LLC 0.03% — 175 $29K
Pflug Koory, LLC 0.01% No change 175 $28K
Avion Wealth 0.01% Reduce -76.5% 174 $28K
AdvisorNet Financial, Inc 0.00% Reduce -10.4% 172 $28K
LRI Investments, LLC 0.00% No change 165 $27K
Evolution Wealth Management Inc. 0.02% Add +31.4% 163 $27K
Clearstead Trust, LLC 0.00% No change 163 $27K
Highline Wealth Partners LLC 0.01% Add +0.6% 161 $26K
McIlrath & Eck, LLC 0.00% No change 155 $25K
Raffa Wealth Management, LLC 0.00% Add +6.9% 154 $25K
WPG Advisers, LLC 0.02% Reduce -13.6% 152 $25K
Hazlett, Burt & Watson, Inc. 0.01% Add +0.7% 146 $24K
Wilkerson Advisory Group LLC 0.01% — 146 $24K
Fortitude Family Office, LLC 0.01% Reduce -0.7% 140 $23K
Align Financial, LLC 0.01% — 21,977 $22K
Perkins Coie Trust Co 0.00% No change 135 $22K
Colonial Trust Advisors 0.00% Add +333.3% 130 $21K
Bell Investment Advisors, Inc 0.00% Add +51.8% 126 $21K
St Germain D J Co. Inc. 0.00% Add +0.8% 126 $20K
Private Wealth Management Group, LLC 0.01% No change 125 $20K
Scarborough Advisors, LLC 0.00% No change 124 $20K
Kemnay Advisory Services Inc. 0.00% New 121 $20K
Ossiam 0.00% Reduce -96.6% 120 $20K
Harbor Investment Advisory, LLC 0.00% Add +82.8% 117 $19K
Center for Financial Planning, Inc. 0.00% No change 112 $18K
Vision Retirement, LLC 0.00% — 108 $18K
Bayban 0.02% — 106 $17K
United Financial Planning Group LLC 0.01% No change 103 $17K
Winnacle Wealth LLC 0.01% Reduce -69.5% 102 $17K
Kelleher Financial Advisors 0.00% No change 102 $17K
DecisionPoint Financial, LLC 0.00% No change 102 $17K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.04% No change 100 $16K
Pinnacle Bancorp, Inc. 0.00% No change 101 $16K
Barnes Dennig Private Wealth Management LLC 0.02% Add +47.1% 100 $16K
Pinney & Scofield, Inc. 0.01% No change 100 $16K
SWAN Capital LLC 0.01% No change 100 $16K
VSM Wealth Advisory, LLC 0.00% No change 100 $16K
Roble, Belko & Company, Inc 0.00% No change 100 $16K
True Wealth Design, LLC 0.00% Reduce -3.0% 96 $16K
Boyd Watterson Asset Management LLC 0.00% Reduce -10.4% 95 $15K
Strategic Advocates LLC 0.00% No change 93 $15K
Legacy Wealth Managment, LLC 0.01% No change 93 $15K
IAG Wealth Partners, LLC 0.00% No change 93 $15K
Lloyd Advisory Services, LLC. 0.01% New 92 $15K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 91 $15K
Cornerstone Planning Group LLC 0.00% Add +27.0% 80 $15K
Frazier Financial Advisors, LLC 0.01% No change 90 $15K
North Star Investment Management Corp. 0.00% Add +7.1% 90 $15K
Meramec Financial Planners, LLC 0.01% — 72 $15K
Team Financial Group, LLC 0.01% Add +1.2% 87 $14K
South Plains Financial, Inc. 0.01% New 86 $14K
Albion Financial Group 0.00% No change 82 $13K
First PREMIER Bank 0.00% No change 77 $13K
T. Rowe Price Investment Management, Inc. 0.00% No change 78 $13K
Tidemark, LLC 0.00% No change 78 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 78 $13K
BNP Paribas 0.00% New 75 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 75 $12K
Activest Wealth Management 0.00% Reduce -52.5% 75 $12K
Kentucky Trust Co 0.01% No change 71 $12K
Signature Equity Partners, LLC 0.01% — 66 $11K
Howard Hughes Medical Institute 0.01% Reduce -1.5% 66 $11K
General Partner, Inc. 0.01% No change 66 $11K
Solstein Capital, LLC 0.00% No change 64 $10K
Ares Financial Consulting, LLC 0.01% — 61 $10K
Cetera Trust Company, N.A 0.01% No change 60 $10K
Front Row Advisors LLC 0.00% No change 60 $10K
Rossby Financial, LCC 0.00% No change 60 $10K
Allianz SE 0.00% No change 57 $9K
Clayton Financial Group LLC 0.00% New 56 $9K
Cornerstone Financial Management LLC 0.01% — 52 $8K
West Financial Advisors, LLC 0.00% Add +2.0% 52 $8K
Valued Wealth Advisors LLC 0.00% Add +8.7% 50 $8K
BOK Financial Private Wealth, Inc. 0.00% New 50 $8K
Aspect Partners, LLC 0.00% Add +4.3% 49 $8K
Trust Co 0.00% New 49 $8K
Tucker Asset Management LLC 0.00% New 48 $8K
Clark Wealth Partners 0.00% No change 44 $7K
Affinity Wealth LLC 0.00% New 43 $7K
Bare Financial Services, Inc 0.00% Add +7.5% 43 $7K
Wolff Wiese Magana LLC 0.00% No change 42 $7K
Kingdom Financial Group LLC. 0.00% New 42 $7K
Pacifica Partners Inc. 0.00% No change 40 $7K
Elevation Wealth Partners, LLC 0.00% No change 40 $7K
Creative Financial Designs Inc. 0.00% No change 40 $7K
Abound Wealth Management 0.00% Add +11.1% 40 $6K
Prosperity Bancshares Inc 0.01% — 39 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 39 $6K
Costello Asset Management, INC 0.00% No change 38 $6K
Gleason Group, Inc. 0.00% New 37 $6K
Capital Advisors, Ltd. LLC 0.00% No change 35 $6K
Financial Network Wealth Advisors LLC 0.01% No change 36 $6K
Nalls Sherbakoff Group, LLC 0.00% New 35 $6K
Kilter Group LLC 0.00% No change 35 $6K
Commonwealth Retirement Investments LLC 0.00% New 35 $6K
SJS Investment Consulting Inc. 0.00% Add +88.9% 34 $6K
Acumen Wealth Advisors, LLC 0.00% — 34 $6K
Sunrise Financial Services, LLC 0.00% — 33 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 33 $5K
Holos Integrated Wealth LLC 0.00% No change 31 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 28 $5K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -31.3% 22 $4K
TFC Financial Management, Inc. 0.00% No change 26 $4K
Rakuten Securities, Inc. 0.00% Reduce -66.7% 25 $4K
Penserra Capital Management LLC 0.00% No change 27 $4K
Luken Investment Analytics, LLC 0.00% New 24 $4K
Rialto Wealth Management, LLC 0.00% Add +4.3% 24 $4K
Princeton Global Asset Management LLC 0.00% No change 23 $4K
Optima Capital LLC 0.00% New 21 $3K
Cedar Wealth Management, LLC 0.00% No change 21 $3K
Intesa Sanpaolo Wealth Management 0.00% — 21 $3K
Vermillion Wealth Management, Inc. 0.00% No change 21 $3K
Principia Wealth Advisory, LLC 0.00% Add +5.6% 19 $3K
RMG Wealth Management LLC 0.00% New 16 $3K
Dunhill Financial, LLC 0.00% Add +28.6% 18 $3K
Roxbury Financial LLC 0.00% No change 18 $3K
POM Investment Strategies, LLC 0.00% New 18 $3K
Greenline Wealth Management LLC 0.00% — 17 $3K
IMG Wealth Management, Inc. 0.00% New 17 $3K
Cedar Mountain Advisors, LLC 0.00% No change 17 $3K
City Holding Co. 0.00% Reduce -96.9% 16 $3K
New England Capital Financial Advisors LLC 0.00% Reduce -40.7% 16 $3K
Jessup Wealth Management, Inc 0.00% New 16 $3K
Ankerstar Wealth, LLC 0.00% — 15 $2K
Davis Capital Management 0.00% No change 15 $2K
Anfield Capital Management, LLC 0.00% No change 15 $2K
High Note Wealth, LLC 0.00% Add +650.0% 15 $2K
Tompkins Financial Corp. 0.00% No change 15 $2K
J.Safra Asset Management Corp 0.00% No change 15 $2K
McGuire Capital Advisors Inc. 0.00% — 14 $2K
C M Bidwell & Associates Ltd. 0.00% No change 14 $2K
Wealth Watch Advisors, INC 0.00% Add +55.6% 14 $2K
TD Capital Management LLC 0.00% Add +7.7% 14 $2K
Measured Wealth Private Client Group, LLC 0.00% No change 12 $2K
S&T Bank 0.00% Add +10.0% 11 $2K
Marquette Asset Management, LLC 0.00% Reduce -59.3% 11 $2K
Financial Consulate, Inc. 0.00% Add +175.0% 11 $2K
Quattro Advisors LLC 0.00% — 10 $2K
Strive Financial Group ,LLC 0.00% — 10 $2K
HFM Investment Advisors, LLC 0.00% No change 10 $2K
PayPay Securities Corp 0.04% Add +50.0% 9 $1K
Osbon Capital Management LLC 0.00% — 9 $1K
Caitlin John, LLC 0.00% No change 9 $1K
Noble Wealth Management PBC 0.00% No change 9 $1K
Hughes Financial Services, LLC 0.00% No change 9 $1K
McMillan Office, Inc. 0.00% — 9 $1K
JNBA Financial Advisors 0.00% New 8 $1K
Retirement Wealth Solutions LLC 0.00% Add +16.7% 7 $1K
Nvwm, LLC 0.00% Add +40.0% 7 $1K
Delta Asset Management LLC 0.00% No change 7 $1K
Raleigh Capital Management Inc. 0.00% No change 6 $991
Broadwater Capital Management LLC 0.00% No change 6 $977
Breakwater Investment Management 0.00% Add +100.0% 6 $977
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $908
Quaker Wealth Management, LLC 0.00% Add +25.0% 5 $814
Cape Investment Advisory, Inc. 0.00% New 5 $814
Arcadia Investment Management Corp. 0.00% New 5 $814
Seneschal Advisors, LLC 0.00% New 4 $652
Dogwood Wealth Management LLC 0.00% No change 4 $651
Mascoma Wealth Management LLC 0.00% New 4 $651
Whipplewood Advisors, LLC 0.00% New 3 $488
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $360
NorthAvenue LLC 0.00% — 2 $326
ROSS\JOHNSON & Associates LLC 0.00% New 1 $163
Chelsea Counsel Co. 0.00% No change 1 $163

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