Verisk AnalyticsVRSK

13F holders, Q2 2024 (June 30)
948holders +13
93new positions
78sold out
12famous investors
$269.54avg. 13F price*

At the end of Q2 2024, 948 institutions reported holding Verisk Analytics Inc. (VRSK) in their 13F filings, up 13 from Q1 2024. 93 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($4.4B), BlackRock Inc. ($3.1B) and State Street Corp. ($1.7B). 12 famous investors held it, including Ron Baron (1.0% of Baron Capital (BAMCO)'s portfolio), Terry Smith (0.5% of Fundsmith's portfolio) and Tom Gayner (0.4% of Markel Group's portfolio).

Company
Verisk Analytics Inc.
Sector
Technology
CUSIP
92345Y106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 935Q1 2024Q2 2024: 948Q2 2024Q3 2024: 955Q3 2024Q4 2024: 994Q4 2024Q1 2025: 1,028Q1 2025Q2 2025: 1,056Q2 2025Q3 2025: 999Q3 2025Q4 2025: 1,021Q4 2025Q1 2026: 959Q1 2026Q2 2026: 958Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions93$224.0M
Exits78$225.7M

All 13F filers, Q1 2024 → Q2 2024: 8,331,500 shares bought and 8,784,249 shares sold, net −452,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 948 holders

Vanguard Group Inc. 0.09% Add +0.6% 16,470,763 $4.4B
BlackRock Inc. 0.07% Reduce -7.4% 11,665,930 $3.1B
State Street Corp. 0.07% Reduce -0.0% 6,215,857 $1.7B
Massachusetts Financial Services Co. 0.41% Reduce -11.9% 4,966,794 $1.3B
Alliancebernstein L.P. 0.41% Add +27.1% 4,340,806 $1.2B
FMR LLC 0.07% Reduce -1.9% 4,335,318 $1.2B
Geode Capital Management, LLC 0.10% Add +1.4% 4,030,884 $1.1B
Morgan Stanley 0.07% Reduce -6.0% 3,591,532 $968.1M
Parnassus Investments, LLC 1.25% Reduce -1.4% 2,125,716 $573.0M
Brown Advisory Inc. 0.67% Reduce -3.7% 1,888,679 $509.1M
Norges Bank 0.07% Add +4.6% 1,723,985 $464.7M
Nuveen Asset Management, LLC 0.13% Reduce -10.6% 1,671,307 $450.5M
Invesco Ltd. 0.09% Reduce -2.3% 1,636,766 $441.2M
Neuberger Berman Group LLC 0.36% Reduce -5.8% 1,623,557 $437.6M
Northern Trust Corp. 0.07% Reduce -1.1% 1,513,557 $408.0M
TD Asset Management Inc 0.38% Add +5.5% 1,502,614 $405.0M
T. Rowe Price Investment Management, Inc. 0.25% Add +0.7% 1,444,022 $389.2M
Legal & General Group Plc 0.10% Add +6.0% 1,372,123 $369.9M
Baron Capital (BAMCO) 1.00% Reduce -1.1% 1,290,835 $347.9M
Citadel Advisors 0.34% Add +881.1% 1,240,414 $334.4M
Franklin Resources Inc. 0.10% Add +1.0% 1,152,825 $310.7M
Principal Financial Group Inc. 0.18% Reduce -3.3% 1,140,668 $307.5M
Dimensional Fund Advisors LP 0.08% Add +8.4% 1,103,628 $297.5M
GUARDCAP ASSET MANAGEMENT Ltd 3.99% Reduce -8.8% 1,036,753 $279.5M
Bank of America Corp. 0.03% Reduce -7.0% 1,028,363 $277.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +25.8% 1,014,629 $273.5M
Bank of New York Mellon Corp 0.05% Reduce -5.3% 978,175 $263.7M
Schroder Investment Management Group 0.27% Add +13.1% 908,194 $244.8M
USS Investment Management Ltd 1.90% Add +0.3% 878,079 $236.7M
T. Rowe Price Associates Inc. 0.03% Add +91.8% 876,126 $236.2M
Jensen Investment Management Inc. 1.87% Reduce -5.8% 847,900 $228.6M
Goldman Sachs Group Inc. 0.04% Add +7.4% 840,549 $226.6M
Charles Schwab Investment Management Inc. 0.04% Add +1.3% 792,888 $213.7M
D. E. Shaw & Co. 0.32% Reduce -6.5% 784,676 $211.5M
Deutsche Bank AG 0.09% Add +2.1% 762,103 $205.4M
Barclays PLC 0.09% Add +41.6% 756,202 $203.8M
Comgest Global Investors S.A.S. 2.73% Reduce -0.6% 738,427 $199.0M
JPMorgan Chase & Co. 0.02% Reduce -6.9% 722,604 $194.8M
Royal Bank of Canada 0.05% Add +39.9% 715,260 $192.8M
Nordea Investment Management AB 0.23% Reduce -5.1% 707,218 $191.9M
California Public Employees Retirement System 0.14% Reduce -13.0% 701,289 $189.0M
Stonehage Fleming Financial Services Holdings Ltd 4.79% Add +31.5% 665,011 $179.3M
Amundi 0.07% Add +5.8% 647,911 $177.1M
Kayne Anderson Rudnick Investment Management LLC 0.40% Add +6.7% 613,185 $165.3M
Epoch Investment Partners, Inc. 0.67% Add +60.4% 541,426 $145.9M
Fayez Sarofim & Co 0.39% Add +3.5% 539,319 $145.4M
Envestnet Asset Management Inc. 0.05% Reduce -0.4% 538,643 $145.2M
American Century Companies Inc. 0.09% Add +21.5% 525,364 $141.6M
Mackenzie Financial Corp. 0.21% Reduce -2.6% 522,666 $140.9M
Qube Research & Technologies Ltd 0.26% Reduce -45.7% 522,442 $140.8M
Mawer Investment Management Ltd. 0.66% Reduce -13.9% 519,811 $140.1M
Two Sigma Investments, LP 0.34% Add +47.4% 514,917 $138.8M
Artisan Partners Limited Partnership 0.21% Reduce -2.0% 514,520 $138.7M
HSBC Holdings PLC 0.08% Reduce -12.4% 471,964 $127.4M
Voloridge Investment Management, LLC 0.47% Add +145.4% 467,299 $126.0M
Fundsmith 0.51% Reduce -3.0% 464,051 $125.1M
TimesSquare Capital Management, LLC 1.80% Add +6.1% 424,578 $114.4M
Swiss National Bank 0.08% Reduce -2.7% 422,600 $113.9M
Two Sigma Advisers, LP 0.25% Add +163.4% 419,131 $113.0M
Blair William & Co. 0.34% Add +0.0% 407,825 $109.9M
DF Dent & Co. Inc. 1.36% Add +25.5% 390,076 $105.1M
Riverbridge Partners LLC 1.42% Reduce -2.5% 386,918 $104.3M
Raymond James & Associates 0.07% Add +2.6% 378,097 $101.9M
Renaissance Technologies 0.17% Add +33.7% 373,800 $100.8M
Macquarie Group Ltd. 0.11% Add +4.9% 346,071 $93.3M
UBS Group AG 0.03% Reduce -7.6% 342,403 $92.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -8.9% 330,684 $89.1M
Wells Fargo & Company 0.02% Add +4.0% 326,084 $87.9M
Voya Investment Management LLC 0.10% Add +2.0% 323,646 $87.2M
AXA S.A. 0.26% Reduce -2.2% 320,337 $86.3M
Stephens Investment Management Group LLC 1.21% Add +6.0% 319,871 $86.2M
Flossbach Von Storch SE 0.36% Add +9.8% 316,623 $85.3M
Federated Hermes, Inc. 0.20% Reduce -4.6% 314,232 $84.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% Add +3802.6% 312,014 $84.1M
Liontrust Investment Partners LLP 1.14% Add +28.7% 297,995 $80.3M
Rhumbline Advisers 0.07% Reduce -0.2% 295,421 $79.6M
Pictet Asset Management Holding SA 0.09% Reduce -28.0% 277,864 $74.9M
Ensign Peak Advisors, Inc 0.13% Reduce -9.1% 261,486 $70.5M
O'shaughnessy Asset Management, LLC 0.72% Add +5.2% 256,947 $69.3M
California State Teachers Retirement System 0.08% Add +3.9% 240,742 $64.9M
Ameriprise Financial Inc. 0.02% Add +28.3% 234,711 $63.3M
Public Employees Retirement Association of Colorado 0.26% Reduce -0.3% 233,788 $63.0M
BNP Paribas Financial Markets 0.07% Add +17.6% 232,831 $62.8M
AQR Capital Management 0.09% Add +0.1% 225,508 $60.8M
Sei Investments Co. 0.09% Add +3.0% 224,110 $60.4M
Citigroup Inc. 0.06% Add +10.9% 223,075 $60.1M
Candlestick Capital Management LP 2.28% New 220,000 $59.3M
Bank of Montreal 0.02% Reduce -8.2% 209,427 $57.1M
C WorldWide Group Holding A/S 0.61% No change 209,846 $56.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +9.9% 200,979 $54.2M
Ycg, LLC 4.35% Reduce -0.1% 197,851 $53.3M
Wellington Management Group LLP 0.01% Add +31.5% 195,274 $52.6M
APG Asset Management N.V. 0.09% Add +70.4% 203,271 $51.1M
CANADA LIFE ASSURANCE Co 0.09% Add +11.5% 185,112 $49.9M
Lazard Asset Management LLC 0.06% Reduce -75.5% 176,853 $47.7M
National Pension Service 0.05% Reduce -1.0% 175,602 $47.3M
Millennium Management 0.04% Reduce -77.2% 172,805 $46.6M
Acadian Asset Management LLC 0.14% Add +187.1% 171,835 $46.3M
Mountain Pacific Investment Advisers LLC 3.42% Reduce -21.0% 170,223 $45.9M
Tandem Investment Advisors, Inc. 1.77% Reduce -0.8% 165,343 $44.6M
Jane Street Group, LLC 0.05% Add +275.8% 165,134 $44.5M
Balyasny Asset Management L.P. 0.12% Add +11851.1% 162,296 $43.7M
Victory Capital Management Inc. 0.04% Reduce -37.6% 162,114 $43.7M
King Luther Capital Management Corp. 0.20% Reduce -1.4% 161,215 $43.5M
Abn Amro Investment Solutions 0.74% Reduce -9.7% 150,047 $40.4M
State Board of Administration of Florida Retirement System 0.08% Reduce -20.7% 145,285 $39.2M
Grandfield & Dodd, LLC 2.48% Reduce -0.2% 145,146 $39.1M
HighTower Advisors, LLC 0.06% Add +0.3% 145,144 $39.1M
ProShare Advisors LLC 0.10% Reduce -10.1% 142,256 $38.3M
Rathbones Group PLC 0.21% Reduce -6.6% 140,015 $37.7M
Harvey Investment Co. LLC 4.48% Reduce -2.0% 139,045 $37.5M
Adage Capital Partners Gp, L.L.C. 0.07% Add +40.8% 136,900 $36.9M
Markel Group 0.35% Add +5.1% 133,700 $36.0M
New York State Common Retirement Fund 0.05% Reduce -0.0% 133,184 $35.9M
Geneva Capital Management LLC 0.64% Reduce -7.7% 131,026 $35.3M
JARISLOWSKY, FRASER Ltd 0.21% Reduce -37.8% 128,754 $34.7M
Corient Private Wealth LP 0.06% Reduce -5.7% 126,460 $34.1M
Natixis Advisors, LLC 0.07% Add +38.2% 124,636 $33.6M
Norinchukin Bank, The 0.94% Add +13.3% 122,016 $32.9M
NS Partners Ltd 1.48% Reduce -0.1% 121,140 $32.7M
Fenimore Asset Management Inc 0.70% Add +6.1% 118,975 $32.1M
New York State Teachers Retirement System 0.07% Reduce -5.1% 114,685 $30.9M
First Trust Advisors LP 0.03% Add +1.4% 113,195 $30.5M
Robeco Institutional Asset Management B.V. 0.07% Reduce -55.7% 112,552 $30.3M
Janney Montgomery Scott LLC 0.09% Add +61.2% 109,105 $29.4M
Swedbank AB 0.04% Reduce -11.1% 108,417 $29.2M
DekaBank Deutsche Girozentrale 0.05% Reduce -2.9% 107,722 $29.2M
Truist Financial Corp. 0.04% Reduce -4.4% 108,075 $29.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% — 103,710 $28.0M
Los Angeles Capital Management LLC 0.10% Add +78.3% 99,519 $26.8M
Asset Management One Co., Ltd. 0.10% Reduce -4.2% 98,992 $26.7M
Cibc World Markets Corp. 0.17% Add +5.1% 98,745 $26.6M
Capital Fund Management S.A. 0.30% Add +13.2% 98,117 $26.4M
Storebrand Asset Management As 0.09% Add +2.5% 97,871 $26.4M
Trillium Asset Management, LLC 0.66% Reduce -6.1% 97,275 $26.2M
Rudius Management LP 5.68% Reduce -5.7% 97,060 $26.2M
Curi Capital, LLC 0.63% Add +4639.2% 96,680 $26.1M
Canada Pension Plan Investment Board 0.03% Add +21.4% 96,137 $25.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -4.5% 94,738 $25.5M
SG Americas Securities, LLC 0.16% Add +29.3% 91,636 $24.7M
Prudential Financial Inc. 0.04% Reduce -12.2% 90,920 $24.5M
Susquehanna Fundamental Investments, LLC 0.55% Add +2.9% 88,871 $24.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.7% 86,951 $23.4M
National Bank of Canada 0.04% Reduce -18.5% 87,039 $23.3M
Walleye Capital LLC 0.27% Add +4245.8% 86,047 $23.2M
Nicholas Company, Inc. 0.38% Reduce -6.9% 85,663 $23.1M
Eventide Asset Management, LLC 0.39% Add +44.2% 85,138 $22.9M
Investment Management Corp of Ontario 0.62% Add +0.9% 85,081 $22.9M
Captrust Financial Advisors 0.07% Add +6.3% 84,761 $22.8M
Stifel Financial Corp. 0.03% Add +2.4% 83,455 $22.5M
NewEdge Wealth, LLC 0.49% Reduce -0.2% 83,225 $22.4M
Kornitzer Capital Management Inc. 0.42% Reduce -0.1% 81,587 $22.0M
Assenagon Asset Management S.A. 0.05% Add +2331.7% 81,169 $21.9M
Toronto Dominion Bank 0.04% Reduce -14.8% 80,897 $21.8M
Baird Financial Group, Inc. 0.05% Add +0.6% 80,888 $21.8M
Lord, Abbett & Co. LLC 0.07% New 80,713 $21.8M
WASHINGTON TRUST Co 0.79% Reduce -2.4% 80,065 $21.6M
Handelsbanken Fonder AB 0.09% Add +13.5% 79,361 $21.4M
Point72 Asset Management 0.07% New 78,884 $21.3M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -3.0% 77,895 $21.0M
LPL Financial LLC 0.01% Reduce -0.4% 77,798 $21.0M
Teacher Retirement System of Texas 0.12% Add +46.0% 76,194 $20.5M
State of Wisconsin Investment Board 0.05% Reduce -2.1% 75,654 $20.4M
Aberdeen Group plc 0.04% Add +23.3% 74,350 $20.0M
FIL Ltd 0.02% New 73,476 $19.8M
Danske Bank A/S 0.07% Reduce -76.7% 72,232 $19.5M
Worldquant Millennium Advisors LLC 0.18% Reduce -40.5% 71,576 $19.3M
Norris Perne & French LLP 1.39% Reduce -14.8% 70,703 $19.1M
Oppenheimer Asset Management Inc. 0.24% Add +37.5% 68,607 $18.5M
Aviva PLC 0.05% Reduce -11.3% 67,832 $18.3M
Vontobel Holding Ltd. 0.06% Reduce -4.0% 67,286 $18.1M
Lombard Odier Asset Management (Europe) Ltd 1.23% New 66,536 $17.9M
Tokio Marine Asset Management Co. Ltd. 0.84% Reduce -7.6% 65,199 $17.6M
Man Group plc 0.05% Reduce -65.6% 64,100 $17.3M
Treasurer of the State of North Carolina 0.07% Reduce -2.8% 63,735 $17.2M
Nomura Asset Management Co. Ltd. 0.06% Add +23.9% 63,036 $17.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +26.5% 61,783 $16.7M
Calamos Advisors LLC 0.11% Reduce -3.5% 59,832 $16.1M
Xponance LLC 0.16% Add +16.3% 59,667 $16.1M
Rafferty Asset Management, LLC 0.06% Reduce -9.3% 59,077 $15.9M
Bank of Nova Scotia 0.03% Add +193.7% 58,924 $15.9M
Unigestion Holding SA 0.85% Reduce -23.6% 64,441 $15.4M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -2.7% 57,000 $15.4M
Public Employees Retirement System of Ohio 0.06% Reduce -0.8% 56,740 $15.3M
Cetera Investment Advisers 0.03% Add +2.6% 55,957 $15.1M
Bowie Capital Management, LLC 0.98% Add +28.8% 55,201 $14.9M
Logan Capital Management Inc. 0.63% No change 54,370 $14.7M
Royal London Asset Management Ltd. 0.04% Reduce -0.3% 54,072 $14.6M
Jacobs Levy Equity Management, Inc. 0.06% Add +17.9% 51,922 $14.0M
Trexquant Investment LP 0.21% Add +451.9% 51,804 $14.0M
Corebridge Financial, Inc. 0.08% — 50,842 $13.7M
State of New Jersey Common Pension Fund D 0.06% Reduce -36.8% 50,744 $13.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +3.4% 49,982 $13.5M
Middleton & Co. Inc. 1.55% Reduce -3.2% 49,515 $13.3M
Fred Alger Management, LLC 0.06% Add +35.3% 49,049 $13.2M
Cwm, LLC 0.06% Reduce -4.2% 48,657 $13.1M
Westwind Capital 3.24% Reduce -20.6% 38,805 $13.0M
Russell Investments Group, Ltd. 0.02% Add +2.9% 47,008 $12.7M
Susquehanna International Group, LLP 0.02% Add +24.7% 46,963 $12.7M
Resona Asset Management Co.,Ltd. 0.07% Reduce -8.6% 45,590 $12.3M
US Bancorp \de 0.02% Reduce -2.7% 44,947 $12.1M
MetLife Investment Management, LLC 0.07% Add +12.2% 44,656 $12.0M
Stansberry Asset Management, LLC 1.67% Add +0.4% 44,311 $11.9M
PNC Financial Services Group, Inc. 0.01% Reduce -4.9% 44,278 $11.9M
Appleton Partners Inc. 0.91% Add +2.6% 43,830 $11.8M
Korea Investment CORP 0.03% Reduce -14.1% 43,025 $11.6M
ING Groep NV 0.07% Reduce -7.0% 42,137 $11.4M
Forsta Ap-Fonden 0.10% Reduce -28.7% 42,000 $11.3M
CIBC Asset Management Inc 0.04% Reduce -2.2% 41,916 $11.3M
Rockefeller Capital Management L.P. 0.03% Add +11.6% 41,487 $11.2M
Arizona State Retirement System 0.07% Reduce -0.5% 41,385 $11.2M
Cerity Partners LLC 0.03% Reduce -12.7% 40,497 $10.9M
Progressive Investment Management Corp 2.85% Reduce -1.7% 39,874 $10.7M
Shelter Mutual Insurance Co 2.78% No change 39,700 $10.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +0.0% 39,370 $10.6M
State of Michigan Retirement System 0.05% Reduce -9.5% 39,056 $10.5M
LGT Group Foundation 0.17% Add +4.9% 38,886 $10.5M
Gillson Capital LP 1.00% New 38,600 $10.4M
Pathstone Holdings, LLC 0.05% Reduce -1.7% 38,030 $10.3M
Mediolanum International Funds Ltd 0.17% Reduce -3.1% 40,137 $10.1M
Caisse de depot et placement du Quebec 0.02% Reduce -67.9% 37,616 $10.1M
Regions Financial Corp. 0.08% Reduce -2.1% 37,596 $10.1M
Guggenheim Capital LLC 0.07% Add +0.8% 37,543 $10.1M
Sandler Capital Management 1.98% New 37,180 $10.0M
STRS Ohio 0.04% Reduce -11.9% 37,000 $10.0M
Oak Ridge Investments LLC 0.94% Add +4.3% 36,717 $9.9M
EFG Asset Management (Americas) Corp. 1.93% Add +47.6% 36,595 $9.9M
Illinois Municipal Retirement Fund 0.15% Add +348.7% 35,903 $9.7M
Janus Henderson Group PLC 0.00% Reduce -25.5% 34,221 $9.2M
Pacer Advisors, Inc. 0.02% Add +3.5% 34,116 $9.2M
MML Investors Services, LLC 0.04% Add +1.7% 33,700 $9.1M
Comerica Bank 0.04% Reduce -3.7% 33,554 $9.0M
PGGM Investments 0.13% Add +1.4% 33,497 $9.0M
Prudential PLC 0.06% Reduce -16.8% 33,250 $9.0M
State of Tennessee, Department of Treasury 0.03% Reduce -4.6% 33,038 $8.9M
Retirement Systems of Alabama 0.03% Reduce -1.6% 31,472 $8.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -1.5% 31,339 $8.4M
IFM Investors Pty Ltd 0.09% Add +0.2% 31,236 $8.4M
KBC Group NV 0.03% Add +33.2% 31,141 $8.4M
Oribel Capital Management, LP 1.14% New 31,100 $8.4M
B. Metzler seel. Sohn & Co. AG 0.08% Add +7.6% 31,002 $8.4M
Martin Investment Management, LLC 2.13% Reduce -3.1% 30,767 $8.3M
Amalgamated Bank 0.07% Reduce -2.7% 30,738 $8.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -81.8% 30,372 $8.2M
Daiichi Life Insurance Co., Ltd. 0.20% Reduce -6.8% 30,104 $8.1M
Fiera Capital Corp 0.02% Add +37.3% 29,803 $8.0M
New England Asset Management Inc. 1.36% No change 29,000 $7.8M
Andra AP-fonden 0.13% Reduce -55.8% 29,000 $7.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.09% — 28,557 $7.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -48.9% 28,099 $7.6M
DNB Asset Management AS 0.04% Add +3.4% 28,022 $7.6M
TD Waterhouse Canada Inc. 0.07% Add +1.8% 27,475 $7.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +58.0% 27,343 $7.4M
Nissay Asset Management Corp. /Japan 0.05% Add +8.4% 27,285 $7.4M
Engineers Gate Manager LP 0.17% Reduce -70.2% 27,257 $7.3M
Czech National Bank 0.08% Add +6.6% 27,189 $7.3M
Gulf International Bank (UK) Ltd 0.18% Add +0.9% 26,499 $7.1M
Silvant Capital Management LLC 0.31% New 25,911 $7.0M
Stony Point Capital LLC 1.79% New 25,829 $7.0M
iA Global Asset Management Inc. 0.13% Reduce -12.9% 25,797 $7.0M
Verition Fund Management LLC 0.06% Add +10.4% 25,163 $6.8M
WoodTrust Financial Corp 1.05% Reduce -0.9% 25,041 $6.8M
Schonfeld Strategic Advisors LLC 0.05% Add +225.8% 24,962 $6.7M
Cibc World Market Inc. 0.02% Reduce -8.9% 24,821 $6.7M
Cinctive Capital Management LP 0.35% Add +552.9% 24,340 $6.6M
Daiwa Securities Group Inc. 0.03% Add +7.8% 23,733 $6.4M
Torray Investment Partners LLC 0.95% Add +0.4% 23,645 $6.4M
Utah Retirement Systems 0.07% Reduce -5.7% 23,371 $6.3M
Scotia Capital Inc. 0.04% Add +6.1% 23,282 $6.3M
Beacon Pointe Advisors, LLC 0.07% Add +0.1% 22,746 $6.1M
State of Alaska, Department of Revenue 0.07% Add +44.0% 22,656 $6.1M
Panagora Asset Management Inc. 0.03% Add +0.7% 22,622 $6.1M
Yousif Capital Management, LLC 0.07% Add +2.0% 22,195 $6.0M
XXEC, Inc. 4.61% Reduce -1.4% 22,164 $6.0M
Graham Capital Management, L.P. 0.37% Reduce -56.8% 22,015 $5.9M
New York Life Investment Management LLC 0.06% Reduce -0.5% 21,868 $5.9M
Focus Partners Wealth 0.02% New 21,184 $5.7M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.3% 20,967 $5.7M
Atria Investments, Inc 0.07% Add +9.4% 20,886 $5.6M
Intech Investment Management LLC 0.07% Reduce -0.6% 20,711 $5.6M
MAI Capital Management 0.05% Add +1.4% 20,682 $5.6M
Fuller & Thaler Asset Management, Inc. 0.02% Add +2.9% 20,453 $5.5M
Osaic Holdings, Inc. 0.01% Add +32.3% 20,309 $5.5M
QRG Capital Management, Inc. 0.06% Add +5.7% 20,203 $5.4M
M&T Bank Corp 0.02% Add +0.6% 19,983 $5.4M
Vinva Investment Management Ltd 0.27% Reduce -68.6% 19,699 $5.3M
Allianz Asset Management GmbH 0.01% Add +16.5% 19,490 $5.3M
Nisa Investment Advisors, LLC 0.03% Add +0.1% 19,478 $5.3M
Louisiana State Employees Retirement System 0.10% Reduce -1.0% 19,400 $5.2M
Vident Advisory, LLC 0.14% Add +4.2% 19,145 $5.2M
Guardian Capital LP 0.19% Add +2.7% 18,966 $5.1M
Welch & Forbes LLC 0.07% Add +0.5% 18,626 $5.1M
Cresset Asset Management, LLC 0.02% Add +31.4% 18,463 $5.0M
Ethic Inc. 0.12% Reduce -9.4% 18,442 $5.0M
Shelton Capital Management 0.13% No change 18,130 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -5.3% 18,000 $4.9M
Tower Research Capital LLC (TRC) 0.08% Add +96.1% 17,889 $4.8M
Taikang Asset Management (Hong Kong) Co Ltd 0.74% No change 17,617 $4.7M
Mariner, LLC 0.01% Add +12.4% 17,479 $4.7M
Hollow Brook Wealth Management LLC 1.59% Add +8.6% 17,353 $4.7M
Credit Agricole S A 0.03% Add +91.1% 17,188 $4.6M
GAM Holding AG 0.36% Reduce -18.9% 17,172 $4.6M
Creative Planning 0.00% Add +6.8% 17,003 $4.6M
Silvercrest Asset Management Group LLC 0.03% Add +3.2% 16,410 $4.4M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -97.6% 16,761 $4.4M
Gotham Asset Management 0.06% Reduce -16.9% 16,107 $4.3M
Akre Capital Management 0.04% Reduce -7.3% 16,069 $4.3M
Sawgrass Asset Management LLC 0.47% Reduce -40.8% 15,971 $4.3M
Synovus Financial Corp. 0.06% Add +0.7% 15,905 $4.3M
Bridgewater Associates 0.02% Add +64.8% 15,834 $4.3M
Marks Group Wealth Management, Inc 0.45% Add +2.1% 15,815 $4.3M
Essex Bank 1.14% Reduce -14.3% 15,645 $4.2M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 15,000 $4.0M
Townsquare Capital LLC 0.05% Add +13.3% 14,892 $4.0M
Northwest & Ethical Investments L.P. 0.11% No change 14,830 $4.0M
Commonwealth Equity Services, LLC 0.01% Reduce -7.6% 14,774 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.1% 14,432 $3.9M
Mercer Global Advisors Inc. 0.01% Add +6.7% 14,344 $3.9M
Vanguard Personalized Indexing Management, LLC 0.07% Add +40.9% 14,170 $3.8M
Boston Financial Mangement LLC 0.12% Add +3.0% 14,106 $3.8M
Avantax Advisory Services, Inc. 0.03% Add +101.0% 13,995 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.3% 13,978 $3.8M
Inspire Investing, LLC 0.43% Reduce -20.3% 13,940 $3.8M
Laird Norton Wetherby Wealth Management, LLC 0.18% Add +12.0% 13,817 $3.7M
TD Private Client Wealth LLC 0.12% Reduce -17.4% 13,731 $3.7M
Candriam S.C.A. 0.02% Reduce -83.9% 13,514 $3.6M
Hutner Capital Management Inc. 1.98% No change 13,400 $3.6M
Wealthfront Advisers LLC 0.01% Reduce -2.1% 13,295 $3.6M
Elo Mutual Pension Insurance Co 0.08% Reduce -1.1% 13,098 $3.5M
Community Financial Services Group, LLC 0.76% Add +9.6% 13,009 $3.5M
Griffin Asset Management, Inc. 0.40% Add +0.0% 12,930 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Add +20.9% 12,827 $3.5M
Callahan Advisors, LLC 0.36% Add +22.1% 12,780 $3.4M
Meiji Yasuda Asset Management Co Ltd. 0.14% Add +219.5% 12,738 $3.4M
Profund Advisors LLC 0.13% Reduce -2.0% 12,609 $3.4M
Ameritas Investment Partners, Inc. 0.11% Reduce -0.8% 12,389 $3.3M
Bessemer Group Inc. 0.01% Reduce -3.4% 12,292 $3.3M
Oregon Public Employees Retirement Fund 0.07% Reduce -0.8% 12,257 $3.3M
Garrison Asset Management, LLC 1.72% Add +0.0% 12,148 $3.3M
Bokf, NA 0.06% Add +106.3% 12,074 $3.3M
Cavalier Investments, LLC 0.98% Add +3.0% 11,803 $3.2M
Pitcairn Co. 0.19% Add +21.7% 11,801 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.7% 11,776 $3.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -6.3% 11,671 $3.1M
Jump Financial, LLC 0.06% Reduce -52.7% 11,517 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +2.1% 11,498 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +2.1% 11,498 $3.1M
Agf Management Ltd. 0.02% Add +23.7% 11,480 $3.1M
Flputnam Investment Management Co. 0.06% Add +12.6% 11,241 $3.0M
Maryland State Retirement & Pension System 0.06% No change 11,198 $3.0M
Fifth Third Bancorp 0.01% Reduce -6.5% 11,148 $3.0M
Independent Advisor Alliance 0.10% Add +4.0% 11,105 $3.0M
Mizuho Securities USA LLC 0.07% New 11,004 $3.0M
BDF-Gestion 0.28% — 10,857 $2.9M
Kentucky Retirement Systems 0.08% Reduce -2.4% 10,751 $2.9M
EFG Asset Management (North America) Corp. 0.50% Reduce -13.8% 10,748 $2.9M
NEOS Investment Management LLC 0.12% Add +38.4% 10,742 $2.9M
Douglass Winthrop Advisors, LLC 0.06% New 10,540 $2.8M
Ossiam 0.05% Add +8.6% 10,518 $2.8M
Tocqueville Asset Management L.P. 0.05% Reduce -1.1% 10,489 $2.8M
Greenleaf Trust 0.03% Add +11.4% 10,444 $2.8M
Exchange Traded Concepts, LLC 0.07% Reduce -40.8% 10,310 $2.8M
Caxton Associates LP 0.11% Reduce -20.0% 10,296 $2.8M
MBB Public Markets I LLC 0.06% Add +914.1% 10,242 $2.8M
Knollwood Investment Advisory, LLC 0.30% Add +596.7% 10,158 $2.7M
Tiaa Trust, National Association 0.01% Reduce -24.1% 10,126 $2.7M
Weil Company, Inc. 0.99% Add +0.2% 10,090 $2.7M
Commerce Bank 0.02% Reduce -3.3% 10,084 $2.7M
Curbstone Financial Management Corp 0.57% Reduce -0.9% 9,820 $2.6M
CIBC Private Wealth Group LLC 0.00% Reduce -8.0% 9,654 $2.6M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -2.5% 9,727 $2.6M
Aviso Financial Inc. 0.15% — 9,716 $2.6M
Park Avenue Securities LLC 0.03% Add +4.3% 9,457 $2.5M
UniSuper Management Pty Ltd 0.02% Add +61.3% 9,396 $2.5M
Railway Pension Investments Ltd 0.03% New 9,300 $2.5M
UMB Bank, n.a. 0.04% Reduce -0.3% 9,279 $2.5M
Redmond Asset Management, LLC 0.82% Reduce -0.9% 9,264 $2.5M
Verdence Capital Advisors LLC 0.22% Add +20.0% 9,238 $2.5M
Settian Capital LP 1.81% No change 9,150 $2.5M
Hartford Investment Management Co. 0.08% Reduce -2.5% 9,116 $2.5M
Stephens Inc. 0.04% Add +4.0% 9,043 $2.4M
Keybank National Association 0.01% Reduce -0.3% 9,043 $2.4M
Atlantic Union Bankshares Corp 0.15% Add +24.7% 8,929 $2.4M
Ostrum Asset Management 0.21% Reduce -2.7% 8,864 $2.4M
Squarepoint Ops LLC 0.01% Reduce -91.0% 8,755 $2.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.27% Reduce -7.6% 8,688 $2.3M
Ballentine Partners, LLC 0.04% Add +4.0% 8,609 $2.3M
Amplius Wealth Advisors, LLC 0.25% New 8,494 $2.3M
Rakuten Investment Management, Inc. 0.01% Add +59.6% 8,418 $2.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.18% Add +0.5% 8,371 $2.3M
Advisors Capital Management, LLC 0.04% Reduce -12.2% 8,455 $2.3M
Sycomore Asset Management 0.39% Reduce -45.8% 8,259 $2.2M
La Financiere DE L'echiquier 0.10% Add +3.4% 8,218 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -3.9% 8,204 $2.2M
Boston Trust Walden Corp 0.02% Reduce -0.6% 8,150 $2.2M
First Hawaiian Bank 0.07% Add +44.3% 8,075 $2.2M
Crossmark Global Holdings, Inc. 0.04% Reduce -3.8% 7,962 $2.1M
Wbi Investments, LLC 0.51% Reduce -67.9% 7,832 $2.1M
Exencial Wealth Advisors, LLC 0.08% Reduce -12.1% 7,771 $2.1M
Swiss Life Asset Management Ltd 0.02% Reduce -9.8% 7,766 $2.1M
TBH Global Asset Management, LLC 0.46% Reduce -13.6% 7,711 $2.1M
GYL Financial Synergies, LLC 0.16% Reduce -0.2% 7,610 $2.1M
Harvest Fund Management Co., Ltd 0.14% Add +63.9% 7,393 $2.0M
Lindsell Train Ltd 0.05% No change 7,300 $2.0M
Annandale Capital, LLC 0.41% No change 7,325 $2.0M
New Mexico Educational Retirement Board 0.07% No change 7,300 $2.0M
Sanctuary Advisors, LLC 0.01% — 8,895 $2.0M
Point72 Asia (Singapore) Pte. Ltd. 0.41% Add +88.2% 7,285 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -45.9% 7,231 $1.9M
AXS Investments LLC 0.54% Reduce -12.9% 7,188 $1.9M
D.A. Davidson & Co. 0.02% Add +3.0% 7,136 $1.9M
Van Hulzen Asset Management, LLC 0.13% No change 7,100 $1.9M
Horizon Kinetics Asset Management LLC 0.03% No change 7,000 $1.9M
Bryn Mawr Trust Advisors, LLC 0.10% Add +0.1% 6,940 $1.9M
Principal Securities, Inc. 0.05% Add +16.1% 6,916 $1.9M
Kestra Advisory Services, LLC 0.01% Add +5.1% 6,836 $1.8M
Legacy Advisors, LLC 0.22% Add +14.9% 6,823 $1.8M
Quantinno Capital Management LP 0.03% Add +6.1% 6,781 $1.8M
Wesbanco Bank Inc. 0.07% No change 6,747 $1.8M
Glenmede Trust Co. NA 0.01% Add +9.4% 6,501 $1.8M
Concourse Financial Group Securities, Inc. 0.11% Reduce -2.2% 6,423 $1.7M
Atria Wealth Solutions, Inc. 0.02% Add +5.3% 6,397 $1.7M
Entropy Technologies, LP 0.18% Add +64.9% 6,348 $1.7M
Metis Global Partners, LLC 0.06% Add +0.5% 6,344 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -23.2% 6,301 $1.7M
Ingalls & Snyder LLC 0.07% Reduce -0.8% 6,290 $1.7M
Caprock Group, LLC 0.07% Add +137.6% 6,275 $1.7M
E. Ohman J:or Asset Management AB 0.04% No change 6,273 $1.7M
Ieq Capital, LLC 0.02% Add +4.5% 6,254 $1.7M
Assetmark, Inc. 0.01% Add +8.0% 6,217 $1.7M
Merit Financial Group, LLC 0.04% Add +9.3% 6,184 $1.7M
OV Management LLC 1.15% Add +1.7% 6,100 $1.6M
Boothbay Fund Management, LLC 0.06% Add +243.7% 6,100 $1.6M
NorthCrest Asset Manangement, LLC 0.05% Add +1.5% 6,069 $1.6M
Nvwm, LLC 0.43% Add +3.8% 6,007 $1.6M
Ritholtz Wealth Management 0.05% Add +18.3% 5,913 $1.6M
SRN Advisors, LLC 1.31% No change 5,851 $1.6M
Quantitative Investment Management, LLC 0.17% Add +26.5% 5,826 $1.6M
Conestoga Capital Advisors, LLC 0.02% Reduce -0.6% 5,765 $1.6M
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 5,757 $1.6M
Meiji Yasuda Life Insurance Co 0.03% Add +36.4% 5,730 $1.5M
Tidal Investments LLC 0.02% Reduce -7.7% 5,717 $1.5M
Public Sector Pension Investment Board 0.01% Add +76.7% 5,683 $1.5M
Brevan Howard Capital Management LP 0.10% Add +37.7% 5,541 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +161.6% 5,532 $1.5M
NorthCoast Asset Management LLC 0.01% Add +12.3% 5,522 $1.5M
Guardian Capital Advisors LP 0.16% Add +4.0% 5,354 $1.5M
LBP Am SA 0.06% New 5,494 $1.5M
Thoroughbred Financial Services, LLC 0.10% Add +360.7% 5,441 $1.5M
Simplicity Wealth,LLC 0.03% Add +9.9% 5,436 $1.5M
Cadence Bank 0.11% Add +0.1% 5,387 $1.5M
Catalyst Funds Management Pty Ltd 0.38% New 5,300 $1.4M
OMERS ADMINISTRATION Corp 0.01% New 5,230 $1.4M
DAVENPORT & Co LLC 0.01% Reduce -3.3% 5,197 $1.4M
First Trust Direct Indexing L.P. 0.09% Add +17.1% 5,120 $1.4M
Redwood Investment Management, LLC 0.12% Reduce -19.6% 5,270 $1.4M
Gateway Investment Advisers LLC 0.02% Add +37.5% 5,066 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +57.1% 5,034 $1.4M
Empirical Finance, LLC 0.08% Reduce -8.3% 5,030 $1.4M
SVB Wealth LLC 0.03% Add +1.7% 5,027 $1.4M
Douglas Lane & Associates, LLC 0.02% Add +0.1% 5,010 $1.4M
Aquila Investment Management LLC 1.26% No change 5,000 $1.3M
Summit Financial, LLC 0.06% Add +12.7% 4,997 $1.3M
Girard Partners LTD. 0.13% Reduce -58.9% 4,991 $1.3M
ClearAlpha Technologies LP 0.53% Reduce -5.5% 4,985 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -42.7% 4,955 $1.3M
Natixis 0.01% Reduce -94.0% 4,948 $1.3M
Diversified Trust Co. 0.04% New 4,916 $1.3M
Marshall Financial Group, LLC 0.37% Add +4.1% 4,894 $1.3M
Vestcor Inc 0.04% No change 4,836 $1.3M
Koshinski Asset Management, Inc. 0.12% Reduce -6.4% 4,606 $1.3M
Plato Investment Management Ltd 0.12% Add +5.0% 4,655 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -3.8% 4,602 $1.2M
Ninety One SA (Pty) Ltd 0.19% No change 4,596 $1.2M
Chesley Taft & Associates LLC 0.06% Add +16.0% 4,560 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.3% 4,541 $1.2M
South Dakota Investment Council 0.02% Reduce -4.9% 4,496 $1.2M
Choreo, LLC 0.02% New 4,513 $1.2M
City Holding Co. 0.18% Reduce -6.0% 4,432 $1.2M
Siemens Fonds Invest GmbH 0.09% No change 4,382 $1.2M
Hardy Reed LLC 0.12% New 4,358 $1.2M
Raymond James Trust N.A. 0.03% Add +4.0% 4,355 $1.2M
NewEdge Advisors, LLC 0.01% Add +30.8% 4,318 $1.2M
Headlands Technologies LLC 0.12% Reduce -41.0% 4,229 $1.1M
Landscape Capital Management, L.L.C. 0.10% New 4,208 $1.1M
Linden Thomas Advisory Services, LLC 0.18% Reduce -47.3% 4,203 $1.1M
Elevated Capital Advisors, LLC 0.32% No change 4,184 $1.1M
Accretive Wealth Partners, LLC 0.47% Reduce -0.8% 4,183 $1.1M
Whittier Trust Co. 0.02% Add +19.7% 4,183 $1.1M
Integrated Wealth Concepts LLC 0.02% Add +1.3% 4,177 $1.1M
Deerfield Management Company, L.P. 0.02% Add +64.9% 4,151 $1.1M
Achmea Investment Management B.V. 0.02% Reduce -86.0% 4,137 $1.1M
SYSTM Wealth Solutions LLC 0.25% Reduce -49.7% 4,123 $1.1M
First Commonwealth Financial Corp 0.28% No change 4,100 $1.1M
Alps Advisors Inc. 0.01% Reduce -6.4% 4,089 $1.1M
Praxis Investment Management Inc. 0.08% Reduce -8.3% 5,050 $1.1M
Kingswood Wealth Advisors, LLC 0.10% Add +2.8% 4,070 $1.1M
Axq Capital, LP 0.26% New 4,062 $1.1M
J. Safra Sarasin Holding AG 0.02% — 4,054 $1.1M
Bleakley Financial Group, LLC 0.03% Add +11.6% 3,940 $1.1M
Advisor OS, LLC 0.12% Add +2.8% 3,896 $1.0M
Kirtland Hills Capital Management, LLC 0.87% No change 3,872 $1.0M
Qtron Investments LLC 0.15% Add +20.2% 3,820 $1.0M
Stegent Equity Advisors, Inc. 1.07% Add +259.0% 3,805 $1.0M
Gratus Capital, LLC 0.04% No change 3,771 $1.0M
KCM Investment Advisors LLC 0.04% Reduce -0.8% 3,750 $1.0M
Jones Financial Companies LLLP 0.00% Add +7282.0% 3,691 $995K
Freedom Investment Management, Inc. 0.08% Reduce -10.2% 3,673 $990K
Brookstone Capital Management 0.02% Add +1.2% 3,517 $982K
Qsemble Capital Management, LP 0.19% Reduce -62.9% 3,641 $981K
Thrive Wealth Management, LLC 0.19% Reduce -0.2% 3,607 $972K
Impax Asset Management Group plc 0.00% No change 3,600 $970K
Bell Bank 0.08% Reduce -16.3% 3,585 $966K
Retireful, LLC 0.45% New 3,559 $959K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +12.7% 3,545 $956K
Meeder Advisory Services, Inc. 0.06% Add +38.4% 3,398 $916K
Sompo Asset Management Co., Ltd. 0.15% Reduce -23.1% 3,330 $898K
Tranquility Partners, LLC 0.34% Add +1.6% 3,310 $892K
SpiderRock Advisors, LLC 0.02% New 3,295 $888K
MinichMacGregor Wealth Management, LLC 0.22% Add +0.3% 3,295 $888K
Highview Capital Management LLC 0.36% No change 3,250 $876K
Dynasty Wealth Management, LLC 0.03% Add +1.8% 3,184 $858K
Bradley Foster & Sargent Inc. 0.02% No change 3,175 $856K
MTM Investment Management, LLC 0.35% Reduce -3.6% 3,167 $854K
Kingsview Wealth Management, LLC 0.02% Add +0.4% 3,136 $845K
Williams Jones Wealth Management, LLC. 0.01% Add +0.0% 3,100 $836K
Advisors Asset Management, Inc. 0.02% Add +24.1% 3,057 $824K
United Capital Financial Advisors, LLC 0.01% Add +11.3% 2,975 $802K
Frank, Rimerman Advisors LLC 0.06% New 2,973 $801K
Neo Ivy Capital Management 0.16% — 2,964 $799K
Cullen/Frost Bankers, Inc. 0.01% Add +4.6% 2,954 $796K
1832 Asset Management L.P. 0.00% Reduce -80.4% 2,934 $791K
Point72 Hong Kong Ltd 0.05% Reduce -76.2% 2,910 $784K
Loomis Sayles & Co. L P 0.00% Reduce -6.7% 2,886 $778K
Banque Cantonale Vaudoise 0.03% Add +92.7% 2,863 $772K
HB Wealth Management, LLC 0.01% Add +17.2% 2,840 $766K
AE Wealth Management LLC 0.01% Reduce -2.9% 2,840 $765K
Argent Trust Co 0.03% Reduce -0.3% 2,833 $764K
Gilbert & Cook, Inc. 0.11% Reduce -14.2% 2,833 $764K
Snowden Capital Advisors LLC 0.02% Add +2.2% 2,807 $757K
One Wealth Advisors, LLC 0.16% Add +7.1% 2,863 $756K
ABN AMRO Bank N.V. 0.01% Add +22.3% 2,750 $747K
Robertson Stephens Wealth Management, LLC 0.04% Add +0.5% 2,756 $743K
Private Advisor Group, LLC 0.01% Add +0.1% 2,742 $739K
Ausdal Financial Partners, Inc. 0.08% Add +0.4% 2,734 $737K
Symmetry Partners, LLC 0.04% No change 2,731 $736K
BlueSpruce Investments, LP 0.01% New 2,730 $736K
Glenview Trust Co 0.01% Add +1.1% 2,727 $735K
nVerses Capital, LLC 0.43% New 2,700 $728K
Ofi Invest Asset Management 0.02% Add +2181.8% 2,875 $723K
New Century Financial Group, LLC 0.30% Add +22.9% 2,644 $713K
Kathmere Capital Management, LLC 0.08% Add +13.0% 2,628 $708K
Nebula Research & Development LLC 0.11% Reduce -57.0% 2,610 $704K
Stratos Wealth Partners, LTD. 0.01% Add +30.8% 2,569 $693K
Voya Financial Advisors, Inc. 0.08% Reduce -3.0% 2,550 $691K
McCollum Christoferson Group LLC 0.21% Reduce -2.9% 2,559 $690K
Saiph Capital, LLC 0.31% Add +4.7% 2,555 $689K
Signaturefd, LLC 0.01% Add +0.6% 2,548 $687K
Advisory Services Network, LLC 0.01% Reduce -16.8% 2,542 $685K
HighPoint Advisor Group LLC 0.04% Add +9.7% 2,383 $682K
Kestra Private Wealth Services, LLC 0.01% Reduce -16.4% 2,524 $680K
Verum Partners LLC 0.22% Reduce -0.3% 2,489 $671K
Stock Yards Bank & Trust Co. 0.02% Add +5.1% 2,478 $668K
Ascent Group, LLC 0.05% Add +1.8% 2,465 $664K
DMC Group, LLC 0.57% Add +0.8% 2,457 $662K
Quadrant Capital Group LLC 0.05% Add +16.7% 2,392 $645K
Baron Wealth Management LLC 0.33% No change 2,355 $635K
Groupama Asset Managment 0.01% Add +51.4% 3,825 $634K
Capstone Investment Advisors, LLC 0.03% Reduce -50.1% 2,331 $628K
Dakota Wealth Management 0.01% Reduce -1.4% 2,319 $625K
Watchman Group, Inc. 0.20% Reduce -0.9% 2,310 $623K
STF Management LP 0.26% Reduce -4.2% 2,279 $614K
Evercore Wealth Management, LLC 0.01% No change 2,270 $612K
Strait & Sound Wealth Management LLC 0.31% Reduce -0.8% 2,268 $611K
Ground Swell Capital, LLC 0.59% Add +80.0% 2,254 $608K
GAMMA Investing LLC 0.08% Add +48.1% 2,253 $607K
Coldstream Capital Management Inc. 0.01% Add +1.3% 2,175 $586K
NWK Group, Inc. 0.25% No change 2,167 $584K
&partners 0.03% New 2,151 $580K
Perpetual Ltd 0.01% Reduce -1.9% 2,119 $571K
Empowered Funds, LLC 0.01% Reduce -23.7% 2,108 $568K
Apollon Wealth Management, LLC 0.02% Add +1.1% 2,106 $568K
RFG Advisory, LLC 0.02% Reduce -8.6% 2,105 $567K
Brown Brothers Harriman & Co. 0.00% Add +0.4% 2,099 $566K
Relyea Zuckerberg Hanson LLC 0.09% Add +46.1% 2,087 $563K
Parallel Advisors, LLC 0.01% Add +7.7% 2,076 $560K
Ellevest, Inc. 0.03% Reduce -3.3% 2,074 $559K
NorthRock Partners, LLC 0.02% Add +30.4% 2,061 $556K
Huntington National Bank 0.01% Reduce -12.3% 2,056 $554K
Axxcess Wealth Management, LLC 0.01% Add +59.0% 2,043 $551K
Benin Management CORP 0.16% New 2,012 $542K
Enterprise Bank & Trust Co 0.19% No change 2,010 $542K
Walker Financial Services, Inc. 0.42% Add +0.3% 2,006 $541K
Hills Bank & Trust Co 0.04% Reduce -2.9% 1,998 $539K
Avalon Trust Co 0.04% No change 1,991 $537K
Horizon Investments, LLC 0.01% Reduce -0.7% 1,986 $535K
Citizens Financial Group Inc. 0.01% Add +100.8% 1,982 $534K
Wedmont Private Capital 0.03% Add +2.7% 1,910 $530K
GG Group Ventures, LLC 0.73% — 1,969 $523K
Main Street Financial Solutions, LLC 0.05% Add +1.6% 1,927 $520K
Burney Co./ 0.02% Reduce -36.6% 1,923 $518K
Checchi Capital Advisers, LLC 0.04% Add +4.1% 1,903 $513K
Chicago Capital, LLC 0.02% No change 1,895 $511K
Empirical Asset Management, LLC 0.19% Add +27.0% 1,895 $511K
Pinebridge Investments, L.P. 0.00% Reduce -96.2% 1,883 $508K
LWM Advisory Services, LLC 0.42% Reduce -2.9% 1,841 $496K
Quantum Portfolio Management LLC 0.28% New 1,822 $491K
Chicago Partners Investment Group LLC 0.02% Reduce -2.5% 1,674 $479K
Palogic Value Management, L.P. 0.20% Reduce -1.6% 1,752 $472K
Sky Investment Group LLC 0.09% No change 1,745 $470K
Sequoia Financial Advisors, LLC 0.01% Reduce -2.7% 1,738 $468K
Lido Advisors, LLC 0.00% Reduce -1.2% 1,723 $465K
Connable Office Inc. 0.05% No change 1,700 $458K
Chilton Investment Co. Inc. 0.01% Reduce -1.4% 1,693 $456K
Pegasus Partners Ltd. 0.05% Reduce -44.2% 1,689 $455K
Allworth Financial LP 0.00% Add +4.2% 1,625 $450K
MJP Associates Inc. 0.09% Add +4.2% 1,665 $449K
Great Lakes Advisors, LLC 0.00% Reduce -5.5% 1,664 $449K
Dearborn Partners LLC 0.02% Reduce -8.3% 1,659 $447K
CI Investments Inc. 0.00% Reduce -4.8% 1,654 $446K
Unique Wealth Strategies, LLC 0.21% No change 1,888 $445K
Shore Point Advisors, LLC 0.25% Add +0.1% 1,646 $444K
Parkside Financial Bank & Trust 0.07% Add +1.6% 1,642 $443K
Gibbs Wealth Management 0.18% Add +47.5% 1,637 $441K
WMS Partners, LLC 0.03% Add +0.6% 1,633 $440K
Fidelis Capital Partners, LLC 0.06% Reduce -12.2% 1,653 $430K
Portside Wealth Group, LLC 0.08% Reduce -0.6% 1,591 $429K
Baader Bank Aktiengesellschaft 0.03% New 1,583 $427K
Farther Finance Advisors, LLC 0.02% Add +131.9% 1,591 $426K
Central Pacific Bank - Trust Division 0.05% Reduce -21.8% 1,580 $426K
Integrated Advisors Network LLC 0.02% Add +20.3% 1,579 $426K
Financial Advocates Investment Management 0.03% Add +63.1% 1,567 $422K
ICICI Prudential Asset Management Co Ltd 0.05% Add +9.8% 1,567 $422K
National Wealth Management Group, LLC 0.32% New 1,564 $422K
Crestmont Private Wealth LLC 0.20% Reduce -2.5% 1,558 $420K
Regal Investment Advisors LLC 0.03% Add +10.8% 1,551 $418K
Riverwater Partners LLC 0.31% No change 1,533 $413K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.8% 1,520 $410K
IHT Wealth Management, LLC 0.02% Add +2.4% 1,519 $407K
Virtue Capital Management, LLC 0.07% Reduce -13.5% 1,455 $406K
Cigna Investments Inc. 0.08% Reduce -1.2% 1,494 $403K
Savant Capital, LLC 0.00% Add +12.6% 1,484 $400K
Procyon Advisors, LLC 0.03% Reduce -4.3% 1,483 $400K
OneAscent Financial Services LLC 0.06% Add +63.3% 1,475 $398K
Mutual Advisors, LLC 0.01% Add +23.5% 1,399 $397K
E Fund Management Co., Ltd. 0.02% Add +1.5% 1,434 $387K
V-Square Quantitative Management LLC 0.06% Reduce -16.7% 1,433 $386K
AlphaQuest LLC 0.05% Reduce -81.6% 1,413 $381K
Erste Asset Management GmbH 0.01% Reduce -75.0% 1,400 $379K
Proficio Capital Partners LLC 0.04% Reduce -3.8% 1,377 $371K
Outlook Wealth Advisors, LLC 0.12% Add +19.3% 1,376 $371K
Asahi Life Asset Management Co., LTD. 0.25% Reduce -10.8% 1,370 $369K
Spire Wealth Management 0.01% Reduce -1.8% 1,356 $366K
Prime Capital Investment Advisors, LLC 0.01% Add +19.9% 1,356 $366K
AustralianSuper Pty Ltd 0.00% Reduce -21.1% 1,335 $360K
Ramirez Asset Management, Inc. 0.07% No change 1,334 $360K
GeoWealth Management, LLC 0.02% Add +23.3% 1,311 $353K
Advisors Preferred, LLC 0.06% Reduce -21.3% 1,318 $353K
Madison Asset Management, LLC 0.00% Add +7.9% 1,306 $352K
Emerald Advisers, LLC 0.01% Add +26.6% 1,302 $351K
Hengehold Capital Management LLC 0.04% Reduce -0.1% 1,292 $348K
Capital Asset Advisory Services LLC 0.02% Reduce -1.7% 1,263 $348K
Concurrent Investment Advisors, LLC 0.01% Add +32.5% 1,280 $345K
Benjamin F. Edwards & Company, Inc. 0.01% Add +14.8% 1,276 $344K
Tandem Capital Management Corp. 0.19% No change 1,244 $341K
Schechter Investment Advisors, LLC 0.03% Add +29.4% 1,266 $341K
Nicolet Advisory Services, LLC 0.03% Add +5.6% 1,229 $341K
Aigen Investment Management, LP 0.07% Reduce -82.6% 1,254 $338K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -0.2% 1,250 $335K
Westpac Banking Corp. 0.03% No change 1,243 $335K
Cross Staff Investments Inc 0.28% No change 1,240 $334K
Sprott Inc. 0.02% New 1,204 $325K
Artemis Investment Management LLP 0.00% Reduce -34.0% 1,200 $323K
Compound Planning, Inc. 0.02% Add +9.0% 1,191 $321K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -15.4% 1,191 $321K
Oarsman Capital, Inc. 0.07% Reduce -0.6% 1,182 $319K
Meritage Group LP 0.01% Reduce -15.1% 1,178 $318K
Clearstead Advisors, LLC 0.01% Add +137.2% 1,174 $316K
Bennett Selby Investments LP 0.14% No change 1,172 $316K
Peapack Gladstone Financial Corp. 0.00% Add +0.7% 1,169 $315K
Gratus Wealth Advisors, LLC 0.05% Reduce -5.1% 1,135 $314K
Fifth Third Wealth Advisors LLC 0.02% New 1,162 $313K
Icon Wealth Advisors, LLC 0.03% Add +1.7% 1,193 $312K
VitalStone Financial, LLC 0.23% Add +9525.0% 1,155 $311K
Aptus Capital Advisors, LLC 0.01% Add +12.4% 1,148 $309K
Wealth Alliance, LLC 0.04% Add +1.0% 1,140 $307K
Lake Street Advisors Group, LLC 0.01% Add +1.1% 1,139 $307K
Apriem Advisors 0.04% No change 1,137 $306K
Arcadia Investment Management Corp. 0.05% Reduce -16.5% 1,135 $306K
Equitable Trust Co. 0.02% New 1,133 $305K
CX Institutional 0.01% Add +0.7% 1,132 $305K
Fiduciary Trust Co 0.00% Reduce -12.7% 1,111 $299K
Mather Group, Llc. 0.00% Reduce -1.0% 1,263 $298K
Cary Street Partners Investment Advisory LLC 0.01% New 1,090 $294K
CW Advisors, LLC 0.00% New 1,078 $291K
BNP Paribas 0.01% No change 1,076 $290K
Ewa, LLC 0.12% Add +0.4% 1,037 $288K
Baker Tilly Wealth Management, LLC 0.12% Reduce -15.6% 1,057 $285K
Quotient Wealth Partners, LLC 0.01% New 1,053 $284K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.06% No change 1,050 $283K
Axiom Advisory, LLC 0.00% New 1,152 $282K
Kolinsky Wealth Management, LLC 0.20% Reduce -1.3% 1,045 $282K
Battery Global Advisors, LLC 0.18% No change 1,035 $279K
BSW Wealth Partners 0.05% Reduce -4.4% 1,032 $278K
Commerzbank Aktiengesellschaft 0.01% Add +3.4% 1,031 $278K
Ariadne Wealth Management, LP 0.22% — 2,574 $277K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -36.7% 1,028 $277K
1858 Wealth Management, LLC 0.23% Reduce -2.0% 1,028 $277K
MV Capital Management, Inc. 0.03% Add +8.4% 1,001 $270K
Western Pacific Wealth Management, LP 0.20% No change 1,000 $270K
Fort, L.P. 0.69% Add +2.0% 996 $268K
Evermay Wealth Management LLC 0.04% No change 995 $268K
Avestar Capital, LLC 0.03% Add +13.3% 983 $265K
Thomasville National Bank 0.02% No change 978 $264K
Clarius Group, LLC 0.02% Reduce -5.6% 971 $262K
OneAscent Wealth Management LLC 0.14% New 963 $260K
Occudo Quantitative Strategies LP 0.05% Reduce -93.8% 948 $256K
Rehmann Capital Advisory Group 0.02% Add +6.8% 929 $251K
Two Sigma Securities, LLC 0.01% Reduce -16.0% 929 $250K
Addison Advisors LLC 0.08% Add +2.8% 927 $250K
Essex Financial Services, Inc. 0.02% Add +8.3% 943 $250K
Heathbridge Capital Management Ltd. 0.11% No change 925 $249K
Angeles Wealth Management, LLC 0.02% New 925 $249K
Congress Asset Management Co. 0.00% No change 925 $249K
Sharkey, Howes & Javer 0.04% No change 920 $248K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 910 $245K
Resonant Capital Advisors, LLC 0.02% New 909 $245K
Azzad Asset Management Inc. 0.03% New 908 $245K
Alpha Family Trust 0.14% No change 905 $244K
Leonteq Securities AG 0.03% Reduce -13.2% 899 $242K
Graypoint LLC 0.02% New 897 $242K
Evergreen Capital Management LLC 0.01% New 890 $240K
Empower Advisory Group, LLC 0.00% Reduce -6.2% 879 $237K
FineMark National Bank & Trust 0.01% No change 873 $235K
CENTRAL TRUST Co 0.01% No change 866 $233K
China Universal Asset Management Co., Ltd. 0.03% Add +32.6% 858 $231K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 850 $229K
Peregrine Asset Advisers, Inc. 0.09% No change 849 $229K
Stanley-Laman Group, Ltd. 0.03% New 841 $227K
First Horizon Advisors, Inc. 0.01% Add +4.0% 830 $224K
Malaga Cove Capital, LLC 0.09% New 829 $223K
Biondo Investment Advisors, LLC 0.03% New 827 $223K
Valeo Financial Advisors, LLC 0.01% New 817 $220K
Global Retirement Partners, LLC 0.01% Add +415.2% 814 $219K
Winthrop Advisory Group LLC 0.03% New 809 $218K
180 Wealth Advisors, LLC 0.04% New 788 $217K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -22.1% 802 $216K
Bristlecone Advisors, LLC 0.02% New 800 $216K
Forum Financial Management, LP 0.00% New 797 $215K
Waterloo Capital, L.P. 0.03% New 796 $215K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.8% 788 $212K
Colonial River Investments, LLC 0.11% New 780 $210K
Opal Wealth Advisors, LLC 0.07% Reduce -3.0% 777 $209K
Veltria Advisors Corp. 0.07% Reduce -23.6% 771 $208K
Wolverine Trading, LLC 0.00% Reduce -61.8% 771 $208K
Creekmur Asset Management LLC 0.05% New 769 $207K
Blume Capital Management, Inc. 0.05% No change 768 $207K
Centiva Capital, LP 0.01% Reduce -81.2% 764 $206K
Klingenstein Fields & Co. LP 0.01% New 763 $206K
Jefferies Financial Group Inc. 0.00% Reduce -73.8% 759 $205K
Wellington Wealth Strategies, LLC. 0.86% New 759 $204K
Leavell Investment Management, Inc. 0.01% New 756 $204K
Park Place Capital Corp 0.06% Reduce -17.6% 751 $202K
Lester Murray Antman dba SimplyRich 0.06% New 751 $202K
Legacy PCG, LLC 0.13% New 749 $202K
Integrated Investment Consultants, LLC 0.06% No change 853 $201K
Claret Asset Management Corp 0.04% New 745 $201K
Conning Inc. 0.01% New 744 $201K
HBK Sorce Advisory LLC 0.01% New 743 $200K
Smithfield Trust Co 0.01% No change 727 $196K
Blue Trust, Inc. 0.00% Add +177.4% 821 $193K
Penserra Capital Management LLC 0.00% Reduce -0.3% 675 $182K
Harbor Investment Advisory, LLC 0.02% Add +0.1% 667 $180K
Acropolis Investment Management, LLC 0.01% No change 666 $180K
Smartleaf Asset Management LLC 0.03% Add +26.6% 628 $170K
Sentry Investment Management LLC 0.07% Reduce -17.1% 622 $168K
Johnson Financial Group, Inc. 0.01% Add +205.4% 623 $168K
Walleye Trading LLC 0.00% New 588 $158K
Creative Financial Designs Inc. 0.01% Add +16.0% 565 $152K
Alta Advisers Ltd 0.06% No change 500 $135K
Security National Bank 0.02% No change 500 $135K
Benjamin Edwards Inc. 0.03% Reduce -7.1% 499 $134K
Janiczek Wealth Management, LLC 0.03% Reduce -12.9% 486 $131K
Magellan Asset Management Ltd 0.00% Add +6.0% 476 $128K
HBW Advisory Services LLC 0.02% Reduce -3.7% 470 $127K
IFP Advisors, Inc 0.01% Add +12.7% 469 $126K
Tobam 0.02% Reduce -50.5% 458 $123K
CoreCap Advisors, LLC 0.01% Add +871.7% 447 $120K
Cromwell Holdings LLC 0.07% — 443 $119K
RFP Financial Group LLC 0.04% Reduce -0.5% 436 $118K
Alaska Permanent Fund Corp 0.00% Reduce -7.2% 413 $108K
Lindbrook Capital, LLC 0.01% Add +10.2% 401 $108K
EverSource Wealth Advisors, LLC 0.01% Add +55.9% 410 $107K
Virtus Investment Advisers, LLC 0.10% Reduce -4.8% 392 $106K
State of Wyoming 0.02% Reduce -50.5% 391 $105K
Key Financial Inc 0.02% No change 376 $101K
Montag A & Associates Inc. 0.00% No change 360 $97K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 359 $97K
TFC Financial Management, Inc. 0.02% Reduce -0.3% 348 $94K
Caldwell Trust Co 0.01% No change 340 $92K
Ancora Advisors LLC 0.00% No change 339 $91K
MassMutual Private Wealth & Trust, FSB 0.00% Add +10.7% 331 $89K
Arax Advisory Partners 0.01% Add +2142.9% 314 $85K
Private Trust Co. NA 0.01% No change 313 $84K
HM Payson & Co. 0.00% No change 300 $81K
Balefire, LLC 0.02% Add +39.8% 260 $70K
Clean Yield Group 0.03% No change 250 $67K
Plante Moran Financial Advisors, LLC 0.01% No change 250 $67K
Crewe Advisors LLC 0.01% Add +15.5% 239 $64K
Simplex Trading, LLC 0.00% New 229 $61K
EntryPoint Capital, LLC 0.03% Reduce -53.8% 212 $57K
Webster Bank, N. A. 0.01% No change 208 $56K
Ridgewood Investments LLC 0.03% New 207 $56K
Lanark Financial, Inc. 0.00% Reduce -0.5% 202 $54K
HighMark Wealth Management LLC 0.03% No change 182 $49K
Bell Investment Advisors, Inc 0.01% Reduce -12.2% 172 $46K
Kings Path Partners LLC 0.02% — 171 $46K
Riverview Trust Co 0.04% No change 170 $46K
Venturi Wealth Management, LLC 0.00% Add +50.9% 166 $45K
Salem Investment Counselors Inc. 0.00% No change 165 $44K
Heritage Wealth Advisors 0.00% No change 157 $42K
Avior Wealth Management, LLC 0.00% Reduce -45.3% 156 $42K
Sandy Spring Bank 0.00% Add +17.4% 155 $42K
Rothschild Investment LLC 0.00% No change 152 $41K
DHJJ Financial Advisors, Ltd. 0.02% No change 150 $40K
Frazier Financial Advisors, LLC 0.03% Reduce -18.4% 137 $37K
Catalyst Capital Advisors LLC 0.00% Add +1.5% 137 $37K
Clearstead Trust, LLC 0.01% Reduce -25.1% 125 $34K
Chilton Capital Management LLC 0.00% New 125 $34K
Cornerstone Planning Group LLC 0.01% Reduce -32.6% 122 $32K
International Assets Investment Management, LLC 0.00% New 116 $31K
CVA Family Office, LLC 0.01% Reduce -13.4% 110 $30K
Raffa Wealth Management, LLC 0.01% No change 109 $29K
Geneos Wealth Management Inc. 0.00% Reduce -15.9% 106 $29K
Adirondack Trust Co. 0.01% No change 105 $28K
Bartlett & Co. Wealth Management LLC 0.00% No change 104 $28K
Kathleen S. Wright Associates Inc. 0.01% No change 100 $28K
Farmers & Merchants Investments Inc. 0.00% No change 101 $27K
Financial Management Professionals, Inc. 0.00% No change 92 $25K
Colonial Trust Co / SC 0.00% No change 90 $24K
Planning Capital Management Corp 0.02% No change 90 $24K
Meeder Asset Management Inc. 0.00% Reduce -99.4% 89 $24K
Abound Wealth Management 0.01% No change 88 $24K
FinTrust Capital Advisors, LLC 0.00% Add +16.0% 87 $23K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +2.4% 86 $23K
Ashton Thomas Private Wealth, LLC 0.00% New 86 $23K
Financial Network Wealth Advisors LLC 0.02% New 83 $22K
Financial Freedom, LLC 0.01% No change 82 $22K
Covestor Ltd 0.01% Add +4.0% 79 $21K
Rise Advisors, LLC 0.01% No change 75 $20K
Tsfg, LLC 0.00% No change 74 $20K
Cypress Capital, LLC 0.01% New 71 $19K
Glen Eagle Advisors, LLC 0.00% Add +13.1% 69 $19K
JFS Wealth Advisors, LLC 0.00% Reduce -46.0% 68 $18K
Manchester Capital Management LLC 0.00% Reduce -5.7% 66 $18K
Quent Capital, LLC 0.00% No change 64 $17K
MCF Advisors LLC 0.00% No change 64 $17K
Annapolis Financial Services, LLC 0.01% No change 61 $16K
Family Firm, Inc. 0.00% New 60 $16K
Zions Bancorporation, N.A. 0.00% Add +14.0% 57 $15K
GW&K Investment Management, LLC 0.00% Add +10.2% 54 $15K
Pacific Capital Wealth Advisors, Inc. 0.00% New 53 $14K
Salomon & Ludwin, LLC 0.00% No change 53 $14K
City State Bank 0.01% No change 50 $13K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 50 $13K
Godsey & Gibb, Inc. 0.00% No change 50 $13K
AdvisorNet Financial, Inc 0.00% Reduce -29.0% 49 $13K
Capital Advisors, Ltd. LLC 0.00% Add +152.6% 48 $13K
Kelly Financial Services LLC 0.00% No change 48 $13K
Beaird Harris Wealth Management, LLC 0.00% New 44 $12K
Kiely Wealth Advisory Group, Inc. 0.01% No change 45 $12K
Tower View Wealth Management LLC 0.01% No change 44 $12K
Harbour Investments, Inc. 0.00% Reduce -14.3% 42 $11K
Fairman Group, LLC 0.01% No change 41 $11K
LRI Investments, LLC 0.00% Reduce -10.9% 41 $11K
Fortitude Family Office, LLC 0.01% Add +400.0% 40 $11K
Evergreen Private Wealth LLC 0.01% No change 39 $11K
NFSG Corp 0.00% No change 38 $10K
Center for Financial Planning, Inc. 0.00% No change 38 $10K
Armstrong Advisory Group, Inc. 0.00% No change 37 $10K
Versant Capital Management, Inc 0.00% Reduce -26.0% 37 $10K
Grove Bank & Trust 0.00% Reduce -61.5% 35 $9K
Valued Wealth Advisors LLC 0.01% Reduce -17.5% 33 $9K
Asset Dedication, LLC 0.00% No change 33 $9K
Trust Co. of Vermont 0.00% Reduce -20.0% 32 $9K
Richardson Financial Services Inc. 0.01% No change 30 $8K
Tyler-Stone Wealth Management 0.00% No change 30 $8K
EdgeRock Capital LLC 0.01% New 30 $8K
Sunbelt Securities, Inc. 0.00% No change 29 $8K
West Branch Capital LLC 0.00% No change 27 $7K
Anchor Investment Management, LLC 0.00% No change 27 $7K
Raleigh Capital Management Inc. 0.00% Add +23.8% 26 $7K
Hanson & Doremus Investment Management 0.00% No change 26 $7K
Your Advocates Ltd., LLP 0.00% No change 25 $7K
Bruce G. Allen Investments, LLC 0.01% Reduce -36.8% 24 $6K
Prestige Wealth Management Group LLC 0.00% Reduce -45.0% 22 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 22 $6K
McIlrath & Eck, LLC 0.00% No change 22 $6K
Tacita Capital Inc 0.00% No change 21 $6K
Globeflex Capital L P 0.00% No change 21 $6K
Hexagon Capital Partners LLC 0.00% Reduce -28.6% 20 $5K
SJS Investment Consulting Inc. 0.00% No change 20 $5K
JNBA Financial Advisors 0.00% No change 20 $5K
Coppell Advisory Solutions LLC 0.00% — 19 $5K
Summit Securities Group LLC 0.00% New 19 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +12.5% 18 $5K
Beacon Capital Management, LLC 0.00% No change 16 $4K
Eagle Bay Advisors LLC 0.00% No change 16 $4K
WR Wealth Planners, LLC 0.00% Add +166.7% 16 $4K
DT Investment Partners, LLC 0.00% No change 15 $4K
Tortoise Investment Management, LLC 0.00% No change 15 $4K
Sachetta, LLC 0.00% Reduce -76.7% 14 $4K
Avion Wealth 0.00% Reduce -6.3% 15 $4K
Painted Porch Advisors LLC 0.00% New 14 $4K
Altshuler Shaham Ltd 0.00% Reduce -12.5% 14 $4K
Dunhill Financial, LLC 0.00% Add +18.2% 13 $4K
Blue Bell Private Wealth Management, LLC 0.00% No change 13 $4K
SOA Wealth Advisors, LLC. 0.00% Reduce -13.3% 13 $4K
Cultivar Capital, Inc. 0.00% New 12 $3K
Fairway Wealth LLC 0.00% New 12 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $3K
Anfield Capital Management, LLC 0.00% New 12 $3K
Bogart Wealth, LLC 0.00% No change 12 $3K
ClariVest Asset Management LLC 0.00% Reduce -42.1% 11 $3K
SouthState Bank Corp 0.00% Reduce -63.0% 10 $3K
Wetzel Investment Advisors, Inc. 0.00% Reduce -95.8% 11 $3K
TD Capital Management LLC 0.00% Reduce -30.8% 9 $2K
Tucker Asset Management LLC 0.00% New 9 $2K
True Wealth Design, LLC 0.00% Add +14.3% 8 $2K
Triad Wealth Partners, LLC 0.00% New 8 $2K
Carolinas Wealth Consulting LLC 0.00% No change 6 $2K
New Millennium Group LLC 0.00% New 5 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Bellevue Asset Management, LLC 0.00% Reduce -20.0% 4 $1K
Aspect Partners, LLC 0.00% No change 4 $1K
Rakuten Securities, Inc. 0.00% New 4 $1K
Core Alternative Capital 0.00% No change 4 $1K
Strengthening Families & Communities, LLC 0.00% New 2 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Capital Analysts, LLC 0.00% New 5 $1K
Horizon Financial Services, LLC 0.00% No change 3 $809
POM Investment Strategies, LLC 0.00% No change 2 $539
Redwood Wealth Management Group, LLC 0.00% New 1 $270
Scarborough Advisors, LLC 0.00% New 1 $270
Ruedi Wealth Management, Inc. 0.00% New 1 $270
Highline Wealth Partners LLC 0.00% New 1 $270
Larson Financial Group LLC 0.00% No change 1 $270
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 1 $0

"% of holder's portfolio" is VRSK's weight in each manager's 13F, not the share of Verisk Analytics Inc. the manager owns.