Verisk AnalyticsVRSK

13F holders, Q1 2026 (March 31)
959holders −62
114new positions
173sold out
10famous investors
$191.81avg. 13F price*

At the end of Q1 2026, 959 institutions reported holding Verisk Analytics Inc. (VRSK) in their 13F filings, down 62 from Q4 2025. 114 opened new positions and 173 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Capital Management LLC ($1.7B) and Alliancebernstein L.P. ($1.6B). 10 famous investors held it, including Ron Baron (1.4% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.3% of Citadel Advisors's portfolio) and Tom Gayner (0.2% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions114$416.9M
Exits173$503.3M

All 13F filers, Q4 2025 → Q1 2026: 18,500,204 shares bought and 16,019,586 shares sold, net +2,480,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 959 holders

BlackRock, Inc. 0.04% Reduce -4.9% 11,877,686 $2.3B
Vanguard Capital Management LLC 0.04% — 9,014,822 $1.7B
Alliancebernstein L.P. 0.52% Add +30.9% 7,240,310 $1.6B
Vanguard Portfolio Management LLC 0.07% — 6,583,203 $1.2B
Capital International Investors 0.27% Add +87.8% 6,129,636 $1.2B
State Street Corp. 0.04% Reduce -1.0% 6,017,238 $1.1B
Invesco Ltd. 0.09% Reduce -1.7% 4,857,770 $921.8M
Morgan Stanley 0.05% Add +19.8% 4,689,138 $889.8M
Geode Capital Management, LLC 0.05% Add +3.6% 4,270,308 $816.1M
Massachusetts Financial Services Co. 0.17% Add +33.6% 2,543,490 $503.3M
Baron Capital (BAMCO) 1.44% Add +92.8% 2,511,976 $476.6M
Citadel Advisors 0.27% Add +244.8% 1,997,194 $379.0M
Parnassus Investments, LLC 0.98% Reduce -3.0% 1,760,761 $334.1M
Northern Trust Corp. 0.04% Add +0.1% 1,638,107 $310.8M
Two Sigma Investments, LP 0.26% Add +70.4% 1,575,413 $298.9M
Principal Financial Group Inc. 0.16% Add +34.9% 1,567,509 $297.4M
Goldman Sachs Group Inc. 0.04% Add +20.8% 1,497,442 $284.1M
JPMorgan Chase & Co. 0.02% Add +31.0% 1,503,083 $281.6M
Focus Partners Wealth 0.31% Add +3687.3% 1,449,643 $275.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +2.8% 1,418,002 $269.1M
Legal & General Group Plc 0.05% Reduce -0.5% 1,211,792 $229.9M
D. E. Shaw & Co. 0.19% Reduce -61.0% 1,200,419 $227.8M
Dimensional Fund Advisors LP 0.04% Reduce -4.3% 1,141,302 $216.5M
Bank of America Corp. 0.01% Reduce -0.5% 1,001,679 $190.1M
T. Rowe Price Associates Inc. 0.02% Add +8.1% 986,604 $187.2M
Charles Schwab Investment Management Inc. 0.03% Add +3.3% 881,037 $167.2M
Nomura Asset Management International Inc. 0.28% Add +8.8% 853,167 $161.9M
Kayne Anderson Rudnick Investment Management LLC 0.47% Add +10.3% 847,128 $160.7M
Bank of New York Mellon Corp 0.03% Add +0.3% 817,592 $155.1M
Deutsche Bank AG 0.05% Reduce -3.1% 795,025 $150.9M
Vanguard Fiduciary Trust Co. 0.04% — 794,795 $150.8M
Comgest Global Investors S.A.S. 3.29% Add +14.5% 794,599 $150.8M
Neuberger Berman Group LLC 0.11% Reduce -41.2% 792,999 $150.5M
TD Asset Management Inc 0.12% Add +11.1% 754,759 $143.2M
Nuveen, LLC 0.04% Add +75.8% 754,198 $143.1M
Amundi 0.04% Reduce -41.0% 710,214 $134.8M
Ameriprise Financial Inc. 0.03% Reduce -50.6% 667,300 $126.2M
USS Investment Management Ltd 0.52% Reduce -17.6% 643,035 $122.0M
Raymond James Financial Inc. 0.04% Add +19.7% 619,884 $117.6M
Fayez Sarofim & Co 0.30% Add +0.5% 617,733 $117.2M
Franklin Resources Inc. 0.03% Reduce -34.8% 587,738 $111.5M
Envestnet Asset Management Inc. 0.03% Add +17.3% 559,276 $106.1M
UBS Group AG 0.02% Reduce -4.5% 555,370 $105.4M
William Blair Investment Management, LLC 0.34% Add +37.0% 547,504 $103.9M
Jensen Investment Management Inc. 1.80% Add +8.1% 481,494 $91.4M
AQR Capital Management 0.04% Reduce -62.6% 476,805 $90.3M
GUARDCAP ASSET MANAGEMENT Ltd 5.15% Reduce -5.4% 472,853 $90.0M
Epoch Investment Partners, Inc. 0.52% Add +16.1% 454,147 $86.2M
Renaissance Technologies 0.13% Add +1359.3% 440,420 $83.6M
Navera Investment Management Ltd. 2.05% Reduce -3.9% 423,430 $80.3M
Select Equity Group, L.P. 0.43% New 420,868 $79.9M
Wells Fargo & Company 0.02% Add +40.5% 416,191 $79.0M
Stonehage Fleming Financial Services Holdings Ltd 2.84% Reduce -38.6% 411,724 $78.1M
Swiss National Bank 0.04% Add +6.8% 409,020 $77.6M
Barclays PLC 0.03% Reduce -41.6% 406,865 $77.2M
Stephens Investment Management Group LLC 1.03% Add +14.1% 397,444 $75.4M
Royal Bank of Canada 0.01% Reduce -30.1% 394,230 $74.8M
Thrivent Financial for Lutherans 0.14% Add +290.9% 390,724 $74.1M
Blair William & Co. 0.21% Reduce -1.6% 380,106 $72.1M
Vontobel Holding Ltd. 0.25% Reduce -12.8% 378,637 $71.8M
FMR LLC 0.00% Reduce -85.5% 375,580 $71.3M
Bristol Gate Capital Partners Inc. 4.26% New 348,635 $66.2M
TimesSquare Capital Management, LLC 1.10% Reduce -6.5% 341,453 $64.8M
Wellington Management Group LLP 0.01% Add +9.7% 330,966 $62.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.5% 330,766 $62.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.7% 319,537 $60.6M
Flossbach Von Storch SE 0.28% Add +32.9% 318,296 $60.4M
California Public Employees Retirement System 0.04% Reduce -14.9% 314,982 $59.8M
Vanguard Global Advisers, LLC 0.03% — 304,353 $57.8M
Empower Advisory Group, LLC 0.15% Add +32.8% 303,338 $57.6M
Riverbridge Partners LLC 1.35% Reduce -11.3% 291,692 $55.3M
Russell Investments Group, Ltd. 0.06% Add +11.9% 291,354 $55.3M
Bristol John W & Co. Inc. 0.90% New 287,556 $54.6M
Mawer Investment Management Ltd. 0.35% Add +11.8% 285,337 $54.1M
Squarepoint Ops LLC 0.11% Reduce -44.9% 279,047 $52.9M
Victory Capital Management Inc. 0.03% Add +9.7% 275,599 $52.3M
HSBC Holdings PLC 0.03% Reduce -29.1% 274,416 $52.1M
Rhumbline Advisers 0.04% Reduce -0.5% 270,756 $51.4M
Citigroup Inc. 0.03% Add +30.6% 244,393 $46.4M
BNP Paribas Financial Markets 0.03% Add +4.4% 243,504 $46.2M
BLI - Banque de Luxembourg Investments 1.38% No change 209,228 $46.2M
Lazard Asset Management LLC 0.08% Reduce -3.3% 243,053 $46.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 239,558 $45.5M
Schroder Investment Management Group 0.04% Reduce -51.5% 237,764 $45.1M
California State Teachers Retirement System 0.05% Reduce -2.5% 231,496 $43.9M
Gotham Asset Management 0.13% Add +14.7% 224,584 $42.6M
Baird Financial Group, Inc. 0.07% Add +87.7% 222,199 $42.2M
Canada Pension Plan Investment Board 0.03% Add +25.6% 220,102 $41.8M
Freestone Grove Partners LP 0.30% New 219,589 $41.7M
Ycg, LLC 3.75% Add +17.3% 218,601 $41.5M
National Pension Service 0.03% Reduce -6.7% 218,099 $41.4M
GCQ FUNDS MANAGEMENT PTY Ltd 5.27% New 208,935 $39.6M
Fenimore Asset Management Inc 0.88% Add +9.9% 206,927 $39.3M
Sei Investments Co. 0.03% Reduce -28.6% 195,529 $37.1M
ProShare Advisors LLC 0.05% Reduce -19.3% 195,452 $37.1M
Tandem Investment Advisors, Inc. 1.82% Add +16.2% 195,289 $37.1M
First Trust Advisors LP 0.03% Reduce -24.4% 191,624 $36.4M
Ensign Peak Advisors, Inc 0.07% Reduce -27.9% 191,580 $36.4M
Benjamin Edwards Inc. 0.36% Add +36.6% 191,566 $36.3M
Nordea Investment Management AB 0.03% Reduce -1.7% 183,601 $34.6M
Alecta Tjanstepension Omsesidigt 0.17% No change 178,637 $33.9M
American Century Companies Inc. 0.02% Add +10.9% 173,366 $32.9M
SG Americas Securities, LLC 0.04% Reduce -37.8% 169,816 $32.2M
Quantinno Capital Management LP 0.05% Add +117.5% 168,539 $32.0M
Norinchukin Bank, The 0.36% Add +3.2% 163,480 $31.0M
Markel Group 0.25% No change 155,950 $29.6M
AE Wealth Management LLC 0.16% New 155,137 $29.4M
Liontrust Investment Partners LLP 0.50% Reduce -10.3% 154,034 $29.2M
Bank of Montreal 0.01% Reduce -12.4% 147,831 $28.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -29.1% 147,590 $28.0M
Grandfield & Dodd, LLC 1.51% Add +1.8% 140,558 $26.7M
XXEC, Inc. 4.67% Add +526.4% 124,617 $26.7M
Natixis Advisors, LLC 0.04% Add +6.9% 135,710 $25.8M
Capital International, Inc. 0.20% Add +77.9% 134,226 $25.5M
Stifel Financial Corp. 0.02% Add +17.4% 133,316 $25.3M
Douglas Lane & Associates, LLC 0.36% Add +18.1% 132,308 $25.1M
Rathbones Group PLC 0.10% Reduce -3.4% 130,271 $24.7M
Harvey Investment Co. LLC 2.70% Reduce -0.6% 129,610 $24.6M
Norris Perne & French LLP 1.20% Reduce -1.7% 129,014 $24.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -0.1% 126,911 $24.1M
LPL Financial LLC 0.01% Reduce -0.2% 123,555 $23.4M
CANADA LIFE ASSURANCE Co 0.04% Add +1.8% 120,465 $22.9M
Aviva PLC 0.04% Add +2.8% 120,784 $22.9M
Captrust Financial Advisors 0.04% Add +6.0% 120,615 $22.9M
Abn Amro Investment Solutions 0.30% Reduce -2.3% 120,052 $22.8M
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 3.37% Add +172.5% 119,560 $22.7M
Raiffeisen Bank International AG 0.33% Reduce -52.6% 120,883 $22.6M
APG Asset Management N.V. 0.07% Reduce -7.1% 133,734 $22.0M
Swedbank AB 0.02% Add +1.1% 115,922 $22.0M
Dearborn Partners LLC 1.18% Add +30.1% 115,066 $21.8M
Corient Private Wealth LP 0.03% Reduce -6.2% 113,185 $21.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -1.2% 112,566 $21.4M
Asset Management One Co., Ltd. 0.06% Add +5.0% 111,652 $21.2M
Geneva Capital Management LLC 0.44% Reduce -1.4% 109,805 $20.8M
Korea Investment CORP 0.04% Add +256.6% 108,061 $20.5M
Aberdeen Group plc 0.03% Add +3.5% 107,497 $20.4M
DF Dent & Co. Inc. 0.39% Reduce -40.4% 107,267 $20.4M
Jones Financial Companies LLLP 0.01% Add +1665.7% 110,691 $20.2M
Oppenheimer Asset Management Inc. 0.22% Add +11.9% 101,328 $19.2M
Bank of Nova Scotia 0.03% Add +133.6% 101,272 $19.2M
King Luther Capital Management Corp. 0.08% Reduce -29.0% 98,169 $18.6M
New York State Teachers Retirement System 0.04% No change 96,051 $18.2M
DekaBank Deutsche Girozentrale 0.03% No change 93,492 $18.0M
Investment Management Corp of Ontario 0.23% Reduce -5.7% 94,257 $17.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -0.1% 93,144 $17.7M
Mackenzie Financial Corp. 0.02% Reduce -3.3% 93,007 $17.6M
NEOS Investment Management LLC 0.09% Add +19.8% 92,780 $17.6M
Kornitzer Capital Management Inc. 0.37% Reduce -0.4% 90,785 $17.2M
Truist Financial Corp. 0.02% Add +78.2% 86,779 $16.5M
New York State Common Retirement Fund 0.02% No change 86,514 $16.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +123.1% 84,482 $16.0M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -23.8% 84,400 $16.0M
Eastern Bank 0.27% Add +4.2% 84,066 $16.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +495.3% 83,098 $15.8M
Storebrand Asset Management As 0.05% Reduce -21.4% 82,901 $15.7M
Pacer Advisors, Inc. 0.04% Add +13.7% 81,954 $15.6M
Nicholas Company, Inc. 0.30% Add +0.0% 79,315 $15.1M
Capital Fund Management S.A. 0.13% Reduce -49.5% 77,966 $14.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% No change 77,500 $14.7M
Lombard Odier Asset Management (Europe) Ltd 1.20% Add +14.5% 77,298 $14.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +10.4% 75,707 $14.4M
Trexquant Investment LP 0.10% New 75,409 $14.3M
Balyasny Asset Management L.P. 0.03% Reduce -15.4% 75,279 $14.3M
Sterling Capital Management LLC 0.27% Add +1772.1% 75,276 $14.3M
Danske Bank A/S 0.03% Reduce -2.7% 74,701 $14.2M
State of Wisconsin Investment Board 0.03% Add +3.1% 74,637 $14.2M
WASHINGTON TRUST Co 0.48% Add +1.5% 74,420 $14.1M
Allianz Asset Management GmbH 0.02% Add +429.9% 74,200 $14.1M
Trillium Asset Management, LLC 0.46% Add +21.4% 91,387 $13.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -10.3% 73,192 $13.9M
1832 Asset Management L.P. 0.02% Reduce -22.2% 71,914 $13.6M
Assetmark, Inc. 0.03% Add +52.6% 71,866 $13.6M
Vanguard Investments Australia, Ltd. 0.04% — 69,252 $13.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.5% 68,901 $13.1M
National Bank of Canada 0.01% Reduce -58.1% 68,134 $12.9M
Prudential Financial Inc. 0.02% Reduce -2.0% 66,404 $12.6M
Rafferty Asset Management, LLC 0.05% Reduce -4.6% 65,524 $12.4M
Voleon Capital Management LP 0.27% Reduce -2.4% 65,158 $12.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -27.7% 64,479 $12.2M
Nomura Asset Management Co. Ltd. 0.03% Add +1.9% 64,308 $12.2M
Royal London Asset Management Ltd. 0.03% Add +0.2% 64,219 $12.2M
Janney Montgomery Scott LLC 0.03% Add +0.8% 62,729 $11.9M
Pictet Asset Management Holding SA 0.01% Reduce -2.1% 61,483 $11.7M
Railway Pension Investments Ltd 0.17% No change 61,400 $11.7M
PNC Financial Services Group, Inc. 0.01% Add +7.0% 61,201 $11.6M
Mountain Pacific Investment Advisers LLC 1.97% Reduce -2.9% 60,545 $11.5M
Varma Mutual Pension Insurance Co 0.07% No change 60,300 $11.4M
Treasurer of the State of North Carolina 0.04% Add +2.2% 59,917 $11.4M
KLP Kapitalforvaltning As 0.04% Add +2.5% 58,470 $11.1M
Daiwa Securities Group Inc. 0.03% Add +3.5% 58,454 $11.1M
CIBC Asset Management Inc 0.03% Reduce -1.1% 57,826 $11.0M
Calamos Advisors LLC 0.06% No change 56,763 $10.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.36% Add +239.4% 54,147 $10.3M
C WorldWide Group Holding A/S 0.22% Add +30.7% 54,045 $10.3M
Soros Fund Management 0.19% New 53,455 $10.1M
TD Waterhouse Canada Inc. 0.03% Add +145.4% 55,322 $10.1M
Mn Services Vermogensbeheer B.V. 0.07% No change 53,258 $10.1M
Prana Capital Management, LP 0.31% New 52,630 $10.0M
Envestnet Portfolio Solutions, Inc. 0.05% Add +2.7% 51,678 $9.8M
First Citizens Bank & Trust Co. 0.21% Add +8.1% 51,351 $9.7M
Boston Trust Walden Corp 0.08% Add +15.9% 51,214 $9.7M
Toronto Dominion Bank 0.02% Reduce -29.0% 49,565 $9.4M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +0.3% 47,921 $9.1M
State of New Jersey Common Pension Fund D 0.03% No change 47,428 $9.0M
Middleton & Co. Inc. 0.99% Add +0.9% 45,675 $8.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -2.4% 45,506 $8.6M
Wealthfront Advisers LLC 0.02% Add +43.8% 45,443 $8.6M
Appleton Partners Inc. 0.60% Reduce -4.3% 45,173 $8.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -6.8% 44,934 $8.5M
Resona Asset Management Co.,Ltd. 0.04% Add +2.0% 43,872 $8.3M
FIL Ltd 0.01% Reduce -10.2% 43,210 $8.2M
Fred Alger Management, LLC 0.04% Add +20.7% 43,168 $8.2M
Cetera Investment Advisers 0.01% Reduce -17.1% 42,921 $8.1M
Polar Asset Management Partners Inc. 0.26% New 42,417 $8.0M
Millennium Management 0.01% Reduce -44.3% 42,348 $8.0M
Tredje AP-fonden 0.04% Reduce -30.2% 41,876 $7.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +13.8% 44,220 $7.9M
Public Employees Retirement System of Ohio 0.03% Reduce -3.3% 40,737 $7.7M
CIBC Bancorp USA Inc. 0.01% — 40,549 $7.7M
Stansberry Asset Management, LLC 0.80% Reduce -0.5% 40,277 $7.6M
Shelter Mutual Insurance Co 1.67% No change 39,700 $7.5M
Candriam S.C.A. 0.04% Add +13.9% 39,110 $7.4M
Handelsbanken Fonder AB 0.02% Reduce -7.3% 38,922 $7.4M
Nissay Asset Management Corp. /Japan 0.04% Add +2.4% 38,852 $7.4M
Prudential PLC 0.06% Reduce -43.5% 38,623 $7.3M
Teacher Retirement System of Texas 0.03% Reduce -48.4% 38,409 $7.3M
Czech National Bank 0.05% Add +3.3% 37,958 $7.2M
Arizona State Retirement System 0.04% Reduce -1.3% 37,871 $7.2M
WINTON GROUP Ltd 0.25% New 37,423 $7.1M
Brown Advisory Inc. 0.01% Reduce -97.5% 37,378 $7.1M
State of Michigan Retirement System 0.04% No change 36,456 $6.9M
MetLife Investment Management, LLC 0.04% Reduce -3.0% 36,364 $6.9M
Oppenheimer & Co. Inc. 0.08% Add +3326.1% 34,980 $6.6M
Cerity Partners LLC 0.01% Reduce -48.2% 34,967 $6.6M
Creative Planning 0.00% Reduce -27.3% 34,796 $6.6M
Williams Jones Wealth Management, LLC. 0.08% Reduce -12.8% 34,792 $6.6M
ING Groep NV 0.04% Reduce -46.2% 34,452 $6.5M
DNB Asset Management AS 0.02% Add +8.5% 34,288 $6.5M
MAI Capital Management 0.04% Add +0.4% 34,221 $6.5M
Xponance LLC 0.05% Add +7.0% 33,639 $6.4M
Sycomore Asset Management 0.89% No change 24,085 $6.4M
Illinois Municipal Retirement Fund 0.08% Reduce -35.6% 33,294 $6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.1% 32,466 $6.2M
XTX Topco Ltd 0.11% Add +157.1% 32,361 $6.1M
US Bancorp \de 0.01% Reduce -4.9% 31,886 $6.1M
Fifth Third Bancorp 0.01% Add +279.4% 31,332 $5.9M
GW Henssler & Associates Ltd. 0.28% Add +37.5% 31,266 $5.9M
Ninety One SA (Pty) Ltd 0.25% Add +3.3% 30,333 $5.7M
IFM Investors Pty Ltd 0.05% Add +3.9% 30,174 $5.7M
iA Global Asset Management Inc. 0.08% Reduce -9.1% 30,143 $5.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.06% Reduce -6.2% 30,042 $5.7M
Voya Investment Management LLC 0.01% Reduce -78.1% 29,647 $5.6M
Retirement Systems of Alabama 0.02% Reduce -0.2% 29,597 $5.6M
SEB Asset Management AB 0.02% — 29,156 $5.5M
State of Tennessee, Department of Treasury 0.02% Add +82.2% 29,120 $5.5M
Mediolanum International Funds Ltd 0.06% Reduce -33.0% 29,418 $5.5M
New England Asset Management Inc. 0.72% No change 29,000 $5.5M
Marshall Wace, LLP 0.01% New 28,927 $5.5M
KBC Group NV 0.01% Add +1.9% 28,713 $5.4M
GF Fund Management Co. LTD. 0.09% Reduce -2.9% 28,561 $5.4M
Rakuten Investment Management, Inc. 0.01% Add +11.4% 28,834 $5.4M
Pathstone Holdings, LLC 0.02% Reduce -18.7% 28,220 $5.4M
Evergreen Private Wealth LLC 2.16% New 27,901 $5.3M
Amalgamated Bank 0.04% Reduce -2.4% 27,800 $5.3M
ASR Vermogensbeheer N.V. 0.06% Add +1.9% 27,657 $5.2M
WoodTrust Financial Corp 0.67% Add +3.6% 27,326 $5.2M
Woodline Partners LP 0.02% Add +14.8% 27,298 $5.2M
Guggenheim Capital LLC 0.04% Reduce -20.1% 27,239 $5.2M
Advisors Capital Management, LLC 0.06% Add +303.6% 25,904 $4.9M
Sanctuary Advisors, LLC 0.03% Add +16.4% 25,617 $4.9M
LGT Group Foundation 0.06% Add +9.4% 24,567 $4.7M
Douglass Winthrop Advisors, LLC 0.08% Add +65.1% 24,425 $4.6M
Torray Investment Partners LLC 0.73% Add +40.5% 24,387 $4.6M
Qsemble Capital Management, LP 0.35% Reduce -56.0% 24,150 $4.6M
Sawgrass Asset Management LLC 0.68% Reduce -44.6% 23,810 $4.5M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 23,500 $4.5M
Mutual of America Capital Management LLC 0.05% Add +0.5% 23,382 $4.4M
Panagora Asset Management Inc. 0.02% Add +11.7% 23,233 $4.4M
O'shaughnessy Asset Management, LLC 0.02% Reduce -2.9% 22,856 $4.3M
Holocene Advisors, LP 0.01% Reduce -90.4% 22,778 $4.3M
Utah Retirement Systems 0.04% Reduce -1.9% 22,719 $4.3M
Inspire Investing, LLC 0.25% Add +56.3% 22,562 $4.3M
Public Sector Pension Investment Board 0.01% Add +24.2% 22,491 $4.3M
Chilton Investment Co. Inc. 0.10% Add +1367.4% 22,348 $4.2M
Beacon Pointe Advisors, LLC 0.02% Add +12.0% 21,908 $4.2M
Aviso Financial Inc. 0.15% Add +9.1% 21,799 $4.1M
Groupe la Francaise 0.06% Add +4.0% 21,710 $4.1M
Clio Asset Management LLC 3.45% New 21,676 $4.1M
Insight Wealth Strategies, LLC 0.45% Add +2.5% 21,423 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% No change 21,409 $4.1M
Cibc World Market Inc. 0.01% Reduce -43.3% 21,305 $4.0M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -1.1% 20,731 $3.9M
New York Life Investment Management LLC 0.03% Add +2.2% 20,703 $3.9M
Ethic Inc. 0.06% Reduce -8.4% 20,622 $3.9M
Nomura Holdings Inc. 0.03% Reduce -37.5% 20,492 $3.9M
Mariner, LLC 0.00% Reduce -33.8% 20,489 $3.9M
Sand Hill Global Advisors, LLC 0.13% Add +0.6% 20,463 $3.9M
STRS Ohio 0.02% Reduce -0.0% 20,347 $3.9M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -2.3% 20,290 $3.9M
M&T Bank Corp 0.01% Add +2.8% 20,145 $3.8M
DAVENPORT & Co LLC 0.02% Add +921.3% 20,038 $3.8M
Agf Management Ltd. 0.02% Add +54.5% 19,955 $3.8M
Tidal Investments LLC 0.01% Add +120.4% 19,616 $3.7M
Inspire Trust Co, N.A. 0.57% Add +39.3% 19,500 $3.7M
Exchange Traded Concepts, LLC 0.03% Reduce -18.9% 19,311 $3.7M
&partners 0.02% Add +18.2% 19,258 $3.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.5% 19,208 $3.6M
Northstar Asset Management Inc. 1.11% Add +26.2% 19,050 $3.6M
HighTower Advisors, LLC 0.00% Reduce -4.7% 18,780 $3.6M
Callahan Advisors, LLC 0.30% Add +11.8% 18,770 $3.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.0% 18,590 $3.5M
Danica Pension, Livsforsikringsaktieselskab 0.07% Reduce -65.5% 18,493 $3.5M
Tocqueville Asset Management L.P. 0.05% Reduce -2.4% 18,185 $3.5M
Eurizon Capital SGR S.p.A. 0.01% Reduce -46.7% 18,170 $3.4M
Swiss Life Asset Management Ltd 0.02% Add +0.4% 18,126 $3.4M
Regions Financial Corp. 0.02% Reduce -17.4% 18,086 $3.4M
Allstate Corp. 0.04% Add +81.9% 17,948 $3.4M
Canada Post Corp Registered Pension Plan 0.14% Add +70.1% 17,898 $3.4M
MML Investors Services, LLC 0.01% Reduce -28.6% 17,119 $3.2M
Shelton Capital Management 0.07% Add +0.8% 16,469 $3.1M
QRG Capital Management, Inc. 0.03% Add +4.2% 16,364 $3.1M
Louisiana State Employees Retirement System 0.05% Reduce -1.2% 16,200 $3.1M
SVB Wealth LLC 0.20% Add +28.9% 15,998 $3.0M
Oregon Public Employees Retirement Fund 0.04% No change 15,976 $3.0M
Janus Henderson Group PLC 0.00% Reduce -5.2% 15,949 $3.0M
Osaic Holdings, Inc. 0.00% Reduce -13.6% 15,861 $3.0M
Welch & Forbes LLC 0.04% Reduce -4.3% 15,593 $3.0M
Community Financial Services Group, LLC 0.52% Add +4.1% 15,964 $2.9M
Stratos Wealth Partners, LTD. 0.03% Add +43.2% 15,350 $2.9M
Avanza Fonder AB 0.08% No change 15,193 $2.9M
UniSuper Management Pty Ltd 0.02% Reduce -0.8% 15,128 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -5.9% 15,013 $2.8M
Quantitative Investment Management, LLC 0.30% Add +34.7% 14,968 $2.8M
Orion Porfolio Solutions, LLC 0.02% Add +17.6% 14,942 $2.8M
Guardian Capital LP 0.07% Reduce -21.8% 14,800 $2.8M
Rockefeller Capital Management L.P. 0.01% Reduce -43.7% 14,776 $2.8M
Yacktman Asset Management 0.04% Reduce -4.4% 14,775 $2.8M
OP Asset Management Ltd 0.03% Reduce -7.1% 14,730 $2.8M
B. Metzler seel. Sohn & Co. AG 0.03% Add +18.3% 14,483 $2.7M
Credit Agricole S A 0.01% Reduce -72.6% 14,318 $2.7M
Intech Investment Management LLC 0.03% Add +41.4% 13,895 $2.6M
Value Partners Investments Inc. 0.20% New 13,775 $2.6M
Empowered Funds, LLC 0.02% Reduce -17.0% 13,711 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -0.8% 13,663 $2.6M
Bessemer Group Inc. 0.00% Add +108.5% 13,620 $2.6M
Midway Capital Research & Management 2.38% Add +6.9% 13,292 $2.5M
Summit Trail Advisors, LLC 0.04% Add +109.5% 13,286 $2.5M
Titan Investment Management LLC 2.21% New 13,222 $2.5M
Mercer Global Advisors Inc. 0.00% Reduce -37.3% 13,135 $2.5M
Public Employees Retirement Association of Colorado 0.01% No change 12,814 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +14.0% 12,627 $2.4M
Essex Bank 0.52% Reduce -0.6% 12,318 $2.3M
Elo Mutual Pension Insurance Co 0.04% Reduce -38.6% 12,175 $2.3M
Pinnacle Financial Partners, Inc. 0.02% Add +17.2% 11,889 $2.3M
Hutner Capital Management Inc. 0.92% Add +5.0% 11,758 $2.2M
Amplius Wealth Advisors, LLC 0.18% Reduce -5.2% 11,558 $2.2M
Tower Research Capital LLC (TRC) 0.06% Add +48.9% 11,543 $2.2M
Mirova 0.09% New 11,452 $2.2M
Verition Fund Management LLC 0.02% Reduce -43.5% 11,368 $2.2M
Silvercrest Asset Management Group LLC 0.02% Reduce -38.7% 11,352 $2.2M
Caisse de depot et placement du Quebec 0.00% Reduce -15.8% 11,338 $2.2M
Macquarie Group Ltd. 0.01% Reduce -42.6% 11,121 $2.1M
Shufro Rose & Co. LLC 0.14% Reduce -0.3% 11,052 $2.1M
Fuller & Thaler Asset Management, Inc. 0.01% Add +0.8% 11,025 $2.1M
Hollow Brook Wealth Management LLC 0.53% Reduce -0.3% 11,015 $2.1M
Scotia Capital Inc. 0.01% Reduce -69.1% 10,902 $2.1M
Farringdon Capital, Ltd. 0.45% New 10,738 $2.0M
Stonebridge Capital Advisors LLC 0.14% Reduce -10.1% 10,718 $2.0M
Gulf International Bank (UK) Ltd 0.05% Add +52.0% 10,678 $2.0M
Waverly Advisors, LLC 0.02% Add +145.4% 10,625 $2.0M
Atria Investments, Inc 0.02% Reduce -17.6% 10,602 $2.0M
Postrock Partners LLC 0.92% No change 10,521 $2.0M
Skye Global Management LP 0.04% New 10,500 $2.0M
Weil Company, Inc. 0.45% Add +0.5% 10,458 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% Reduce -26.2% 10,348 $2.0M
Alps Advisors Inc. 0.01% Add +21.3% 10,275 $1.9M
Profund Advisors LLC 0.07% Reduce -17.1% 10,210 $1.9M
Harvest Fund Management Co., Ltd 0.08% Reduce -47.8% 10,189 $1.9M
Knollwood Investment Advisory, LLC 0.19% No change 10,158 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -48.8% 10,110 $1.9M
Jefferies Financial Group Inc. 0.02% Add +30.6% 10,089 $1.9M
Simplex Trading, LLC 0.06% Add +863.0% 9,813 $1.9M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +13.9% 9,737 $1.8M
Impax Asset Management Group plc 0.01% Add +88.3% 9,719 $1.8M
Stephens Inc. 0.02% Add +15.7% 9,503 $1.8M
Ostrum Asset Management 0.10% Reduce -49.6% 9,336 $1.8M
Jain Global LLC 0.02% New 9,228 $1.8M
EFG International AG 0.04% Reduce -66.4% 9,169 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -83.9% 9,040 $1.7M
Fremen Capital Management LP 1.57% New 8,920 $1.7M
Commerce Bank 0.01% Reduce -2.2% 8,920 $1.7M
UMB Bank, n.a. 0.02% Reduce -3.3% 8,871 $1.7M
Huntington National Bank 0.01% Add +170.9% 8,606 $1.6M
Westport Asset Management Inc. 0.71% New 8,500 $1.6M
Banque Cantonale Vaudoise 0.06% Reduce -11.0% 8,442 $1.6M
Mizuho Securities USA LLC 0.04% Reduce -17.0% 8,426 $1.6M
Lindsell Train Ltd 0.05% Add +12.0% 8,400 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 8,255 $1.6M
Plato Investment Management Ltd 0.10% Reduce -7.1% 8,192 $1.6M
Summit Financial, LLC 0.02% Add +2.8% 8,162 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -4.4% 7,994 $1.5M
Hartford Investment Management Co. 0.05% Reduce -2.2% 7,914 $1.5M
D.A. Davidson & Co. 0.01% Add +21.3% 7,869 $1.5M
Curbstone Financial Management Corp 0.28% No change 7,810 $1.5M
Wbi Investments, LLC 0.41% Reduce -11.4% 7,803 $1.5M
Millington Securities, LLC 0.41% — 7,803 $1.5M
Greenleaf Trust 0.01% Reduce -35.4% 7,796 $1.5M
AG2R La Mondiale Gestion D'actifs 0.06% Add +6.8% 7,458 $1.4M
Redmond Asset Management, LLC 0.39% Add +0.9% 7,452 $1.4M
HB Wealth Management, LLC 0.01% Reduce -29.6% 7,326 $1.4M
Havemeyer Place LP 0.16% New 7,292 $1.4M
Malaga Cove Capital, LLC 0.49% Add +30.4% 7,200 $1.4M
Callan Family Office, LLC 0.03% Add +66.9% 7,135 $1.4M
Nisa Investment Advisors, LLC 0.01% Reduce -33.5% 7,104 $1.3M
TBH Global Asset Management, LLC 0.27% Reduce -12.5% 7,086 $1.3M
Maryland State Retirement & Pension System 0.03% Add +3.3% 7,023 $1.3M
Horizon Kinetics Asset Management LLC 0.01% No change 7,000 $1.3M
Linden Thomas Advisory Services, LLC 0.13% Add +19.4% 6,964 $1.3M
Vident Advisory, LLC 0.01% Reduce -87.8% 6,931 $1.3M
Ballentine Partners, LLC 0.02% Add +33.4% 6,891 $1.3M
Lazard Freres Gestion S.A.S. 0.03% Reduce -51.2% 6,830 $1.3M
Guardian Partners Inc. 0.11% Reduce -1.4% 6,793 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +29.0% 6,760 $1.3M
Oak Thistle LLC 0.12% Add +23.4% 6,758 $1.3M
BDF-Gestion 0.17% No change 6,722 $1.3M
Global X Japan Co., Ltd. 0.07% Add +4.5% 6,676 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.5% 6,668 $1.3M
Cwm, LLC 0.00% Reduce -63.7% 6,665 $1.3M
Quadrature Capital Ltd 0.01% New 6,658 $1.3M
GAMMA Investing LLC 0.06% Add +41.4% 6,599 $1.3M
Diversify Wealth Management, LLC 0.02% Add +345.4% 6,636 $1.2M
Bokf, NA 0.02% Reduce -6.2% 6,525 $1.2M
Headlands Technologies LLC 0.14% Reduce -55.5% 6,432 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +1.2% 6,647 $1.2M
Osmosis Investment Management UK Ltd 0.03% Add +18.2% 6,401 $1.2M
New Mexico Educational Retirement Board 0.04% No change 6,400 $1.2M
Caxton Associates LLP 0.03% Add +308.8% 6,393 $1.2M
Annandale Capital, LLC 0.20% No change 6,299 $1.2M
CreativeOne Wealth, LLC 0.03% New 6,269 $1.2M
Keybank National Association 0.00% Add +12.0% 6,236 $1.2M
Ossiam 0.02% Add +30.0% 6,206 $1.2M
EP Wealth Advisors, LLC 0.01% Reduce -58.0% 6,193 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -83.7% 6,151 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Add +0.2% 6,145 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -11.2% 6,142 $1.2M
Vestcor Inc 0.03% Reduce -8.6% 6,071 $1.2M
Metis Global Partners, LLC 0.03% Reduce -8.9% 6,044 $1.1M
Natural Investments, LLC 0.28% Add +0.8% 6,006 $1.1M
Parallel Advisors, LLC 0.02% Add +233.4% 5,988 $1.1M
Accurate Wealth Management, LLC 0.14% Reduce -26.5% 6,860 $1.1M
Caprock Group, LLC 0.03% Reduce -3.9% 5,890 $1.1M
Man Group plc 0.00% Reduce -69.0% 5,745 $1.1M
MUFG Securities EMEA plc 0.02% Reduce -22.1% 5,714 $1.1M
IHT Wealth Management, LLC 0.03% Add +51.2% 5,685 $1.1M
Ingalls & Snyder LLC 0.04% No change 5,667 $1.1M
Koshinski Asset Management, Inc. 0.07% Add +1.4% 5,662 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.04% New 5,619 $1.1M
FORA Capital, LLC 0.08% New 5,552 $1.1M
Jump Financial, LLC 0.02% Add +168.8% 5,459 $1.0M
Nutshell Asset Management Ltd 0.56% New 5,400 $1.0M
Los Angeles Capital Management LLC 0.00% Reduce -57.0% 5,338 $1.0M
Cresset Asset Management, LLC 0.00% Reduce -5.3% 5,324 $1.0M
Park Avenue Securities LLC 0.01% Reduce -44.5% 5,300 $1.0M
CI Investments Inc. 0.00% Reduce -35.9% 5,293 $1.0M
Brown Brothers Harriman & Co. 0.01% Add +81.5% 5,183 $983K
Tema ETFs LLC 0.07% Add +0.4% 5,175 $982K
Saudi Central Bank 0.02% New 5,144 $976K
Farther Finance Advisors, LLC 0.01% Add +7.5% 5,232 $960K
Secured Retirement Advisors, LLC 0.54% New 5,036 $956K
Empirical Finance, LLC 0.04% Reduce -0.2% 5,031 $955K
PKO Investment Management Joint-Stock Co 0.08% New 5,000 $949K
E Fund Management Co., Ltd. 0.03% — 4,891 $928K
Novem Group 0.11% Add +7.2% 4,862 $923K
Keeler Thomas Management LLC 0.38% New 4,760 $903K
Jane Street Group, LLC 0.00% Reduce -96.8% 4,741 $900K
Robeco Institutional Asset Management B.V. 0.00% Reduce -47.8% 4,672 $887K
E. Ohman J:or Asset Management AB 0.02% No change 4,592 $871K
Horizon Investments, LLC 0.01% Add +2.1% 4,577 $868K
United Capital Financial Advisors, LLC 0.01% Add +15.5% 4,570 $867K
Accretive Wealth Partners, LLC 0.24% Add +1.2% 4,546 $863K
Wealth Enhancement Trust Services, Inc. 0.10% Add +14.1% 4,537 $861K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -90.9% 4,469 $848K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 4,460 $846K
Hardy Reed LLC 0.06% Reduce -0.3% 4,367 $829K
Vise Technologies, Inc. 0.02% No change 3,658 $818K
Aptus Capital Advisors, LLC 0.01% Reduce -16.4% 4,279 $812K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -74.7% 4,277 $812K
Private Advisor Group, LLC 0.00% Add +64.7% 4,276 $811K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.4% 4,270 $810K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.8% 4,261 $808K
Exencial Wealth Advisors, LLC 0.03% Reduce -3.6% 4,256 $808K
Marshall Financial Group, LLC 0.13% Add +1.8% 4,255 $807K
Bradley Foster & Sargent Inc. 0.01% Add +0.6% 4,228 $802K
Taproot Management LP 0.15% Add +58.4% 4,203 $798K
Triangle Securities Wealth Management 0.18% Add +186.9% 4,160 $789K
Coastal Bridge Advisors, LLC 0.06% Add +51.0% 4,160 $789K
Principal Securities, Inc. 0.01% Reduce -3.4% 4,136 $785K
Gibbs Wealth Management 0.10% Add +37.1% 4,130 $784K
North Dakota State Investment Board 0.03% Reduce -15.7% 4,045 $768K
Choreo, LLC 0.01% Add +10.8% 4,025 $764K
PEAK6 LLC 0.02% New 4,000 $759K
Concurrent Investment Advisors, LLC 0.01% Add +11.5% 3,995 $758K
South Dakota Investment Council 0.01% No change 3,976 $754K
Barr E S & Co. 0.04% Add +101.4% 3,973 $754K
Advisor OS, LLC 0.05% Reduce -25.1% 3,905 $741K
China Universal Asset Management Co., Ltd. 0.06% Reduce -1.6% 3,880 $736K
Mufg Securities Americas Inc. 0.05% Add +2.7% 3,857 $732K
Twin Tree Management, LP 0.15% Add +202.2% 3,844 $729K
Syon Capital LLC 0.04% Add +90.4% 3,816 $724K
Brookstone Capital Management 0.01% Reduce -0.9% 3,797 $720K
Coldstream Capital Management Inc. 0.01% Add +37.5% 3,788 $719K
Securian Asset Management, Inc. 0.03% No change 3,765 $714K
Norden Group LLC 0.07% Add +89.2% 3,745 $711K
Sequoia Financial Advisors, LLC 0.00% Reduce -38.4% 3,732 $708K
Whittier Trust Co. 0.01% Reduce -16.0% 3,825 $707K
NewEdge Advisors, LLC 0.00% Reduce -7.8% 3,689 $700K
Meeder Advisory Services, Inc. 0.03% Reduce -2.6% 3,685 $699K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 3,683 $699K
Worldquant Millennium Advisors LLC 0.00% New 3,649 $692K
KCM Investment Advisors LLC 0.02% No change 3,586 $680K
BAM Wealth Management, LLC 0.50% New 3,548 $673K
Gateway Investment Advisers LLC 0.01% Reduce -9.8% 3,514 $667K
Regal Investment Advisors LLC 0.04% Add +51.0% 3,497 $664K
Merit Financial Group, LLC 0.00% Reduce -67.0% 3,467 $658K
ABN AMRO Bank N.V. 0.01% Add +0.1% 3,413 $652K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -87.5% 3,424 $650K
Abacus Wealth Partners, LLC 0.06% Reduce -20.0% 3,407 $646K
Linscomb Wealth, Inc. 0.03% New 3,387 $643K
Glenview Trust Co 0.01% Add +2.5% 3,365 $639K
Kirtland Hills Capital Management, LLC 0.20% Reduce -11.0% 3,549 $635K
Fifth Third Wealth Advisors LLC 0.02% Add +8.4% 3,326 $631K
Conestoga Capital Advisors, LLC 0.01% Reduce -23.7% 3,316 $629K
MinichMacGregor Wealth Management, LLC 0.11% No change 3,271 $621K
Highview Capital Management LLC 0.22% No change 3,250 $617K
Numerai GP LLC 0.06% New 3,220 $611K
Two Sigma Securities, LLC 0.07% Reduce -73.7% 3,216 $610K
Perbak Capital Partners LLP 0.15% Add +85.8% 3,206 $608K
City Holding Co. 0.08% Reduce -12.3% 3,204 $608K
Worthington Financial Partners, LLC 0.52% Add +58.1% 3,189 $605K
Quadrant Capital Group LLC 0.02% Reduce -9.2% 3,177 $603K
Stegent Equity Advisors, Inc. 0.51% Add +40.8% 3,166 $601K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,160 $600K
MTM Investment Management, LLC 0.19% Add +0.0% 3,129 $594K
Atom Investors LP 0.04% New 3,122 $592K
Brooklyn Investment Group 0.02% Add +14.9% 3,106 $589K
Integrated Wealth Concepts LLC 0.00% New 3,038 $576K
Saiph Capital, LLC 0.22% Reduce -5.9% 3,038 $576K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.8% 3,033 $576K
Apollon Wealth Management, LLC 0.01% Add +50.6% 3,030 $575K
Thrive Wealth Management, LLC 0.09% Reduce -25.4% 3,004 $570K
Atlantic Union Bankshares Corp 0.01% Reduce -68.9% 2,998 $569K
Perigon Wealth Management, LLC 0.01% Add +9.6% 2,976 $565K
Gilbert & Cook, Inc. 0.07% Add +9.3% 2,952 $560K
Heathbridge Capital Management Ltd. 0.20% Add +33.5% 2,950 $560K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.4% 2,926 $555K
Bronte Capital Management Pty Ltd. 0.06% New 2,902 $551K
Crestmont Private Wealth LLC 0.17% Add +27.2% 2,894 $549K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -91.1% 2,879 $546K
Kestra Advisory Services, LLC 0.00% Reduce -34.5% 2,876 $546K
Signaturefd, LLC 0.01% Reduce -12.6% 2,862 $543K
Ausdal Financial Partners, Inc. 0.02% Add +0.5% 2,836 $538K
Savant Capital, LLC 0.00% Add +94.9% 2,816 $534K
Virtu Financial LLC 0.02% New 2,714 $515K
Tyche Wealth Partners LLC 0.08% Add +87.9% 2,711 $514K
Chesley Taft & Associates LLC 0.02% Reduce -54.1% 2,710 $514K
Wedmont Private Capital 0.02% Add +54.3% 2,929 $514K
Benin Management CORP 0.11% Reduce -0.9% 2,692 $511K
Lido Advisors, LLC 0.00% Add +14.7% 2,675 $508K
Sagewood Asset Management LP 0.15% New 2,605 $494K
Clifford Swan Investment Counsel LLC 0.02% New 2,604 $494K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -8.0% 2,603 $494K
Avalon Trust Co 0.03% Add +0.3% 2,600 $493K
Praxis Investment Management Inc. 0.03% Add +105.1% 2,597 $493K
Morningstar Investment Management LLC 0.03% Reduce -21.1% 2,581 $490K
SYM FINANCIAL Corp 0.05% Reduce -2.3% 2,573 $488K
Kingsview Wealth Management, LLC 0.01% Reduce -19.6% 2,571 $488K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.0% 2,564 $487K
Alpha Family Trust 0.24% Add +63.3% 2,555 $485K
Riverwater Partners LLC 0.16% Add +8.8% 2,551 $484K
Elevated Capital Advisors, LLC 0.12% Add +126500.0% 2,532 $480K
Baron Wealth Management LLC 0.14% Reduce -1.6% 2,523 $479K
Landscape Capital Management, L.L.C. 0.03% New 2,507 $476K
McCollum Christoferson Group LLC 0.14% Reduce -2.0% 2,495 $473K
Stock Yards Bank & Trust Co. 0.01% No change 2,478 $470K
Circle Wealth Management, LLC 0.01% New 2,474 $469K
Rehmann Capital Advisory Group 0.02% Add +84.2% 2,420 $459K
Triglav Investments, D.O.O. 0.03% Reduce -50.3% 2,363 $448K
Sompo Asset Management Co., Ltd. 0.08% Reduce -4.1% 2,360 $448K
Argent Trust Co 0.01% Reduce -6.2% 2,329 $442K
Crestwood Advisors Group, LLC 0.01% Add +13.4% 2,323 $441K
Cullinan Associates Inc. 0.04% New 2,320 $440K
TCW Group Inc. 0.00% Add +5.1% 2,320 $440K
Turtle Creek Wealth Advisors, LLC 0.03% Add +23.7% 2,318 $440K
Wright Investors Service Inc. 0.14% New 2,310 $438K
Emerald Advisers, LLC 0.01% Add +122.9% 2,296 $436K
AlphaGrep UK Ltd 0.13% Reduce -23.2% 2,295 $435K
ICICI Prudential Asset Management Co Ltd 0.05% Add +2.2% 2,286 $434K
Ellevest, Inc. 0.06% Reduce -20.5% 2,269 $430K
Evercore Wealth Management, LLC 0.01% No change 2,260 $429K
Verum Partners LLC 0.08% Add +0.5% 2,260 $429K
Seros Financial, LLC 0.27% No change 2,222 $422K
Main Street Financial Solutions, LLC 0.03% Reduce -28.5% 2,205 $418K
Snowden Capital Advisors LLC 0.01% Reduce -17.0% 2,200 $417K
NWK Group, Inc. 0.16% No change 2,167 $411K
Watchman Group, Inc. 0.10% No change 2,155 $409K
Allworth Financial LP 0.00% Reduce -11.0% 2,139 $406K
TD Private Client Wealth LLC 0.01% Reduce -57.2% 2,132 $405K
AdvisorShares Investments LLC 0.07% No change 2,115 $401K
Ascent Group, LLC 0.01% Reduce -19.7% 2,087 $396K
Evergreen Capital Management LLC 0.01% Reduce -60.4% 2,083 $395K
Portside Wealth Group, LLC 0.05% Add +0.3% 2,065 $392K
Inscription Capital, LLC 0.04% New 2,050 $389K
Walker Financial Services, Inc. 0.13% Add +0.3% 2,031 $385K
Siemens Fonds Invest GmbH 0.02% No change 1,967 $373K
Kera Capital Partners, Inc. 0.05% New 1,965 $373K
World Investment Advisors 0.01% Reduce -30.4% 1,952 $370K
Advisory Services Network, LLC 0.00% Add +1.1% 1,933 $367K
Third View Private Wealth, LLC 0.05% Add +26.8% 1,909 $362K
Hutchens & Kramer Investment Management Group, LLC 0.11% Add +110.4% 1,906 $362K
Chicago Capital, LLC 0.01% No change 1,895 $360K
J. Safra Sarasin Holding AG 0.01% Reduce -6.0% 1,882 $357K
Voya Financial Advisors, Inc. 0.04% Reduce -7.0% 1,923 $351K
Chicago Partners Investment Group LLC 0.01% Add +0.3% 1,945 $348K
Independent Advisor Alliance 0.00% Reduce -47.0% 1,822 $346K
Blue Edge Capital, LLC 0.05% Reduce -0.7% 1,809 $343K
Maridea Wealth Management LLC 0.05% Reduce -19.3% 1,808 $343K
Kathmere Capital Management, LLC 0.02% Reduce -4.8% 1,806 $343K
Checchi Capital Advisers, LLC 0.02% Add +9.1% 1,774 $337K
Stolper Co 0.10% New 1,766 $335K
Cullen/Frost Bankers, Inc. 0.00% Reduce -51.5% 1,762 $334K
NorthCrest Asset Manangement, LLC 0.01% Reduce -76.5% 1,788 $331K
Fidelis Capital Partners, LLC 0.02% Add +7.9% 1,709 $324K
Connable Office Inc. 0.03% No change 1,700 $323K
Clearstead Advisors, LLC 0.00% Add +23.4% 1,664 $316K
Strait & Sound Wealth Management LLC 0.12% No change 1,650 $313K
Shore Point Advisors, LLC 0.12% No change 1,646 $312K
Certuity, LLC 0.02% New 1,646 $312K
Sagespring Wealth Partners, LLC 0.01% Reduce -10.8% 1,639 $311K
V-Square Quantitative Management LLC 0.03% Add +11.9% 1,626 $309K
Tranquility Partners, LLC 0.12% Reduce -34.5% 1,613 $307K
Parkside Financial Bank & Trust 0.02% Reduce -2.5% 1,602 $304K
Smartleaf Asset Management LLC 0.01% Add +0.4% 1,616 $303K
Sky Investment Group LLC 0.05% Reduce -4.5% 1,595 $303K
Howard Capital Management, LLC 0.00% Reduce -57.8% 1,588 $301K
Blackstone Inc. 0.00% New 1,581 $300K
S-Bank Fund Management Ltd 0.04% Reduce -3.6% 1,579 $300K
PCM Encore, LLC 0.06% Reduce -7.7% 1,564 $297K
Lester Murray Antman dba SimplyRich 0.08% New 1,556 $295K
South Shore Capital Advisors 0.22% Add +55.4% 1,554 $295K
HUB Investment Partners, LLC 0.01% Reduce -27.1% 1,543 $293K
Perpetual Ltd 0.00% Reduce -6.0% 1,518 $288K
Arax Advisory Partners 0.01% Add +93.3% 1,471 $279K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -91.1% 1,445 $274K
Prelude Capital Management, LLC 0.02% New 1,413 $268K
Smithfield Trust Co 0.01% Add +94.1% 1,411 $268K
Journey Strategic Wealth LLC 0.01% Reduce -14.9% 1,388 $263K
Fiduciary Trust Co 0.00% Add +8.9% 1,384 $263K
Mather Group, Llc. 0.00% New 1,376 $261K
Commerzbank Aktiengesellschaft 0.01% Reduce -4.7% 1,353 $257K
Westpac Banking Corp. 0.02% No change 1,338 $254K
Ramirez Asset Management, Inc. 0.03% No change 1,334 $253K
Cary Street Partners Investment Advisory LLC 0.06% Add +22.8% 1,331 $253K
Inceptionr LLC 0.06% New 1,328 $252K
Bennett Selby Investments LP 0.09% No change 1,323 $251K
Elevation Point Wealth Partners, LLC 0.01% New 1,317 $250K
Western Pacific Wealth Management, LP 0.25% Add +9.4% 1,317 $250K
Frec Markets, Inc. 0.04% Add +13.5% 1,311 $249K
Cigna Investments Inc. 0.04% Reduce -4.5% 1,302 $248K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -15.0% 1,333 $246K
Legacy Advisors, LLC 0.03% Reduce -0.8% 1,285 $244K
Trust Point Inc. 0.02% Reduce -12.5% 1,284 $244K
Frank, Rimerman Advisors LLC 0.02% Add +14.7% 1,271 $241K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -30.1% 1,268 $241K
Peapack Gladstone Financial Corp. 0.00% Add +0.5% 1,263 $240K
Stronghold Wealth Management L.L.C. 0.36% Add +35.7% 1,258 $239K
Aaron Wealth Advisors LLC 0.01% New 1,249 $237K
EverSource Wealth Advisors, LLC 0.01% Add +6.8% 1,239 $235K
Battery Global Advisors, LLC 0.13% No change 1,231 $234K
Sowell Financial Services LLC 0.01% Reduce -6.1% 1,225 $232K
FourThought Financial Partners, LLC 0.02% New 1,220 $231K
Palogic Value Management, L.P. 0.10% Reduce -29.1% 1,219 $231K
NewEdge Wealth, LLC 0.00% Reduce -67.2% 1,213 $230K
Eubel Brady & Suttman Asset Management Inc. 0.03% Add +15.5% 1,201 $228K
Cross Staff Investments Inc 0.12% No change 1,200 $228K
Thoroughbred Financial Services, LLC 0.01% No change 1,192 $226K
Vestmark Advisory Solutions, Inc. 0.00% Add +6.1% 1,178 $224K
Phillips Wealth Planners LLC 0.17% New 1,319 $222K
Nicolet Bankshares Inc. 0.01% New 1,208 $222K
Victory Financial Group, LLC 0.03% New 1,163 $221K
Arwa LLC 0.11% Reduce -77.2% 1,301 $220K
Wealth Alliance, LLC 0.02% Add +3.9% 1,151 $218K
Boothbay Fund Management, LLC 0.01% Reduce -54.2% 1,149 $218K
Ofi Invest Asset Management 0.00% Reduce -95.8% 1,312 $216K
Summitry LLC 0.01% New 1,129 $214K
Ritholtz Wealth Management 0.00% Reduce -39.9% 1,129 $214K
Compound Planning, Inc. 0.01% New 1,127 $214K
Ieq Capital, LLC 0.00% Reduce -95.7% 1,127 $214K
Engineers Gate Manager LP 0.00% Reduce -93.3% 1,124 $213K
Integrated Investment Consultants, LLC 0.04% Add +0.2% 1,108 $210K
Groupama Asset Managment 0.00% Reduce -58.8% 1,098 $208K
Basecamp Wealth Advisors LLC 0.04% Add +0.3% 1,095 $208K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -1.8% 1,076 $204K
Oarsman Capital, Inc. 0.03% No change 1,076 $204K
OV Management LLC 0.41% Reduce -69.2% 1,069 $203K
CHICAGO TRUST Co NA 0.03% Reduce -60.9% 1,068 $203K
Advisors Asset Management, Inc. 0.00% Reduce -12.9% 1,016 $193K
Federated Hermes, Inc. 0.00% Reduce -38.3% 1,015 $193K
CX Institutional 0.01% Reduce -20.6% 1,005 $191K
Walleye Capital LLC 0.00% Add +83.4% 994 $189K
Hills Bank & Trust Co 0.01% Reduce -1.7% 993 $188K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 985 $187K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 977 $185K
Heritage Wealth Advisors 0.01% Add +512.7% 962 $183K
Evermay Wealth Management LLC 0.02% No change 930 $176K
Hantz Financial Services, Inc. 0.00% Add +98.9% 903 $171K
Tobam 0.04% New 872 $165K
Addison Advisors LLC 0.03% Add +1.0% 804 $153K
Penserra Capital Management LLC 0.00% Add +3.1% 792 $150K
Leonteq Securities AG 0.01% Reduce -50.8% 770 $146K
Larson Financial Group LLC 0.00% Add +219.2% 715 $136K
Family Capital Trust Co 0.05% Add +6.0% 703 $133K
Blue Trust, Inc. 0.00% Reduce -25.5% 664 $126K
Versant Capital Management, Inc 0.01% Add +474.8% 661 $125K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +8.0% 652 $124K
Acropolis Investment Management, LLC 0.01% New 641 $122K
Park Place Capital Corp 0.02% Add +5.5% 634 $120K
State of Wyoming 0.01% Add +136.2% 626 $119K
Harbor Investment Advisory, LLC 0.01% Reduce -21.3% 540 $102K
Security National Bank 0.01% No change 515 $98K
Bayforest Capital Ltd 0.11% New 505 $96K
Hanson & Doremus Investment Management 0.01% No change 500 $95K
Financial Network Wealth Advisors LLC 0.09% Add +35.2% 469 $89K
E Fund Management (Hong Kong) Co., Ltd. 0.04% Reduce -31.1% 469 $89K
Albion Financial Group 0.01% No change 450 $85K
Private Trust Co. NA 0.01% Add +57.2% 448 $85K
LRI Investments, LLC 0.01% Add +980.5% 443 $84K
Ancora Advisors LLC 0.00% Add +16.5% 438 $83K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -35.2% 436 $83K
IFP Advisors, Inc 0.00% Reduce -52.3% 434 $82K
Cromwell Holdings LLC 0.04% Reduce -8.8% 415 $79K
CVA Family Office, LLC 0.01% Add +287.9% 415 $79K
Cary Street Partners Financial LLC 0.00% Reduce -12.0% 412 $78K
Cache Advisors, LLC 0.01% New 405 $77K
Wilmington Savings Fund Society, FSB 0.00% No change 400 $76K
NBT Bank, N.A. 0.00% Reduce -22.4% 385 $73K
Key Financial Inc 0.01% Reduce -0.5% 376 $71K
Blume Capital Management, Inc. 0.01% No change 375 $71K
CYBER HORNET ETFs LLC 0.05% Reduce -6.8% 384 $71K
Montag A & Associates Inc. 0.00% No change 360 $68K
Owl Creek Wealth Partners LLC 0.02% — 357 $68K
Rossby Financial, LCC 0.01% Reduce -42.2% 362 $66K
Kelleher Financial Advisors 0.02% Add +26.9% 203 $63K
Manchester Capital Management LLC 0.01% Reduce -15.7% 333 $63K
TFC Financial Management, Inc. 0.01% Reduce -18.3% 312 $59K
N.E.W. Advisory Services LLC 0.00% Reduce -49.1% 300 $57K
Wormser Freres Gestion 0.04% Reduce -98.3% 281 $54K
Wall Street Financial Group, Inc. 0.03% New 285 $54K
J.Safra Asset Management Corp 0.00% Add +93.9% 285 $54K
Global Assets Advisory, LLC 0.01% New 274 $52K
Keating Financial Advisory Services, Inc. 0.01% Reduce -33.7% 270 $51K
Clearstead Trust, LLC 0.01% Add +12.8% 265 $50K
Zions Bancorporation, National Association 0.00% Add +10.6% 260 $49K
Plante Moran Financial Advisors, LLC 0.00% No change 250 $47K
Colonial Trust Co / SC 0.01% Add +19.6% 250 $47K
SBI Securities Co., Ltd. 0.00% Add +112.8% 249 $47K
CENTRAL TRUST Co 0.00% Reduce -72.3% 242 $46K
Quarry LP 0.01% Reduce -16.9% 241 $46K
Rothschild Investment LLC 0.00% Reduce -83.2% 213 $40K
Quent Capital, LLC 0.00% Reduce -39.1% 210 $40K
Timothy G. Youngquist 2020 Irrevocable Trust 0.02% New 205 $39K
Johnson Financial Group, Inc. 0.00% Reduce -53.4% 205 $39K
Truvestments Capital LLC 0.01% Reduce -4.9% 194 $37K
Transamerica Financial Advisors, LLC 0.00% Add +209.7% 192 $37K
Bell Investment Advisors, Inc 0.01% Add +0.6% 183 $35K
HighMark Wealth Management LLC 0.01% No change 182 $35K
Creative Financial Designs Inc. 0.00% Reduce -3.8% 176 $33K
MV Capital Management, Inc. 0.00% Add +59.3% 172 $33K
Meramec Financial Planners, LLC 0.01% Add +0.6% 173 $31K
Webster Bank, N. A. 0.00% No change 162 $31K
Optiver Holding B.V. 0.00% Reduce -74.8% 162 $31K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 160 $30K
Salem Investment Counselors Inc. 0.00% New 160 $30K
True Wealth Design, LLC 0.01% Add +76.4% 157 $30K
Root Financial Partners, LLC 0.00% Reduce -66.7% 155 $29K
Twin Peaks Wealth Advisors, LLC 0.01% New 150 $28K
HM Payson & Co. 0.00% Reduce -5.7% 150 $28K
Cornerstone Planning Group LLC 0.00% Add +5.4% 157 $28K
Salomon & Ludwin, LLC 0.00% Reduce -9.1% 140 $26K
Trust Co. of Toledo NA 0.00% Add +0.8% 133 $25K
First Horizon Corp. 0.00% Add +3.1% 132 $25K
Lodestone Wealth Management LLC 0.01% Add +25.0% 130 $25K
Kings Path Partners LLC 0.01% No change 128 $24K
TIAA Wealth Investment Management LLC 0.00% — 127 $24K
GW&K Investment Management, LLC 0.00% Add +82.9% 128 $24K
Harbour Investments, Inc. 0.00% Reduce -14.2% 121 $23K
DHJJ Financial Advisors, Ltd. 0.01% No change 120 $23K
Caitong International Asset Management Co., Ltd 0.00% New 120 $23K
Elevation Wealth Partners, LLC 0.01% Reduce -50.2% 106 $20K
Opal Wealth Advisors, LLC 0.00% New 106 $20K
Geneos Wealth Management Inc. 0.00% Reduce -20.9% 106 $20K
Evelyn Partners Investment Management Services Ltd 0.00% New 105 $20K
Frazier Financial Advisors, LLC 0.01% No change 104 $20K
Louisbourg Investments Inc. 0.00% Add +24.1% 103 $20K
Sankala Group LLC 0.02% No change 106 $19K
Groesbeck Investment Management Corp. 0.04% No change 100 $19K
Costello Asset Management, INC 0.01% Reduce -19.4% 100 $19K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.0% 99 $19K
Financial Consulate, Inc. 0.00% Add +23.1% 96 $18K
Hilltop National Bank 0.00% New 94 $18K
Westside Investment Management, Inc. 0.00% No change 96 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -55.4% 91 $17K
SouthState Bank Corp 0.00% Reduce -31.2% 86 $16K
Financial Freedom, LLC 0.01% No change 82 $16K
DT Investment Partners, LLC 0.00% No change 79 $15K
Financial Management Professionals, Inc. 0.00% Reduce -14.4% 77 $15K
Roxbury Financial LLC 0.01% No change 75 $14K
Aventura Private Wealth, LLC 0.01% No change 74 $14K
Evelyn Partners Investment Management LLP 0.00% No change 74 $14K
2UniFi Bank 0.01% Add +54.4% 71 $13K
Glen Eagle Advisors, LLC 0.00% No change 70 $13K
Chilton Capital Management LLC 0.00% No change 69 $13K
SJS Investment Consulting Inc. 0.00% Add +83.8% 68 $13K
WPG Advisers, LLC 0.01% Add +13.6% 67 $13K
Align Financial, LLC 0.01% Reduce -99.5% 65 $12K
Generali Asset Management SPA SGR 0.00% Reduce -98.7% 63 $12K
Midwest Capital Advisors, LLC 0.01% No change 62 $12K
Altshuler Shaham Ltd 0.00% Add +52.5% 61 $12K
Capital & Planning, LLC 0.01% New 60 $11K
Wedbush Fund Advisers, LLC 0.00% New 60 $11K
MCF Advisors LLC 0.00% Reduce -58.6% 60 $11K
Catalyst Capital Advisors LLC 0.00% Reduce -13.2% 59 $11K
Destiny Wealth Partners, LLC 0.00% New 58 $11K
Joseph Group Capital Management 0.00% New 55 $10K
Birchwood Financial Partners, Inc. 0.01% No change 54 $10K
Whipplewood Advisors, LLC 0.01% New 53 $10K
Kemnay Advisory Services Inc. 0.00% Add +71.0% 53 $10K
CoreCap Advisors, LLC 0.00% Add +20.4% 53 $10K
Ares Financial Consulting, LLC 0.01% Reduce -36.1% 53 $10K
Maseco LLP 0.00% No change 50 $9K
City State Bank 0.00% No change 50 $9K
Godsey & Gibb, Inc. 0.00% No change 50 $9K
Meeder Asset Management Inc. 0.00% Reduce -32.9% 49 $9K
Innovative Asset Advisors Group, LLC 0.01% — 48 $9K
Asset Dedication, LLC 0.00% No change 48 $9K
Rialto Wealth Management, LLC 0.00% Reduce -13.0% 47 $9K
JNBA Financial Advisors 0.00% Add +130.0% 46 $9K
Southern Michigan Bank & Trust 0.00% — 45 $9K
Tower View Wealth Management LLC 0.00% No change 44 $8K
Hughes Financial Services, LLC 0.00% Reduce -12.0% 44 $8K
Grove Bank & Trust 0.00% No change 43 $8K
Kilter Group LLC 0.00% Add +900.0% 40 $8K
McGuire Capital Advisors Inc. 0.00% Reduce -67.5% 39 $7K
Center for Financial Planning, Inc. 0.00% No change 38 $7K
International Assets Investment Management, LLC 0.00% Reduce -33.9% 39 $7K
Armstrong Advisory Group, Inc. 0.00% No change 37 $7K
Synergy Investment Management, LLC 0.00% New 36 $7K
Vanguard National Trust Co 0.00% — 36 $7K
Raffa Wealth Management, LLC 0.00% Add +2.9% 35 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -47.7% 34 $6K
Valued Wealth Advisors LLC 0.00% No change 33 $6K
Covestor Ltd 0.00% Reduce -45.9% 33 $6K
Avion Wealth 0.00% No change 36 $6K
Bogart Wealth, LLC 0.00% Add +82.3% 31 $6K
Torren Management, LLC 0.00% No change 31 $6K
Essential Partners LLC 0.00% Reduce -98.3% 31 $6K
Intentional Wealth Strategies, LLC 0.01% — 29 $6K
Bayban 0.00% New 29 $6K
First Command Advisory Services, Inc. 0.00% Add +383.3% 29 $6K
Anchor Investment Management, LLC 0.00% No change 27 $5K
Gables Capital Management Inc. 0.00% No change 26 $5K
HFM Investment Advisors, LLC 0.00% Reduce -3.7% 26 $5K
Your Advocates Ltd., LLP 0.00% No change 25 $5K
Bruce G. Allen Investments, LLC 0.00% No change 24 $5K
Evelyn Partners Asset Management Ltd 0.00% No change 23 $4K
Prestige Wealth Management Group LLC 0.00% No change 22 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 22 $4K
Ascentis Independent Advisors 0.00% New 22 $4K
Abound Wealth Management 0.00% Reduce -71.8% 22 $4K
Greykasell Wealth Strategies, Inc. 0.00% New 21 $4K
Princeton Global Asset Management LLC 0.00% No change 21 $4K
Crewe Advisors LLC 0.00% Add +200.0% 21 $4K
Aster Capital Management (DIFC) Ltd 0.00% New 13 $4K
Dogwood Wealth Management LLC 0.00% Add +66.7% 20 $4K
Highline Wealth Partners LLC 0.00% Add +185.7% 20 $4K
Sunbelt Securities, Inc. 0.00% Reduce -51.2% 20 $4K
Miller Global Investments, LLC 0.00% No change 19 $4K
Arlington Trust Co LLC 0.00% New 17 $3K
Activest Wealth Management 0.00% Reduce -79.0% 16 $3K
Cassaday & Co Wealth Management LLC 0.00% New 15 $3K
Cornerstone Financial Management LLC 0.00% Reduce -54.5% 15 $3K
High Note Wealth, LLC 0.00% Reduce -53.1% 15 $3K
St Germain D J Co. Inc. 0.00% No change 15 $3K
Sachetta, LLC 0.00% Add +40.0% 14 $3K
Legacy Wealth Managment, LLC 0.00% Add +27.3% 14 $3K
AdvisorNet Financial, Inc 0.00% Reduce -68.2% 14 $3K
Principia Wealth Advisory, LLC 0.00% Add +18.2% 13 $2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 14 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $2K
Anfield Capital Management, LLC 0.00% No change 12 $2K
Fortitude Family Office, LLC 0.00% Reduce -36.8% 12 $2K
Westfuller Advisors, LLC 0.00% Reduce -78.4% 11 $2K
Aspect Partners, LLC 0.00% No change 11 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -50.0% 11 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -15.4% 11 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 11 $2K
Imprint Wealth LLC 0.01% No change 11 $2K
Raleigh Capital Management Inc. 0.00% New 11 $2K
Nvwm, LLC 0.00% Reduce -63.3% 11 $2K
Triumph Capital Management 0.00% Add +120.0% 11 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 10 $2K
JPL Wealth Management, LLC 0.00% New 10 $2K
TD Capital Management LLC 0.00% No change 9 $2K
Portus Wealth Advisors, LLC 0.00% New 9 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 9 $2K
Solstein Capital, LLC 0.00% New 9 $2K
Thompson Investment Management, Inc. 0.00% No change 9 $2K
Private Wealth Asset Management, LLC 0.00% No change 9 $2K
Clayton Financial Group LLC 0.00% New 8 $2K
Richardson Capital Management LLC 0.00% New 8 $2K
BankPlus Trust Department 0.00% No change 8 $2K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -86.7% 8 $2K
Spire Wealth Management 0.00% Reduce -98.9% 8 $2K
Country Trust Bank 0.00% Reduce -33.3% 8 $2K
Clark Wealth Partners 0.00% New 7 $1K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 7 $1K
SHP Wealth Management 0.00% New 7 $1K
Signature Resources Capital Management, LLC 0.00% No change 7 $1K
Bay Harbor Wealth Management, LLC 0.00% Reduce -12.5% 7 $1K
MidFirst Bank 0.00% New 7 $1K
Basepoint Wealth LLC 0.00% No change 6 $1K
Rakuten Securities, Inc. 0.00% Add +200.0% 6 $1K
North Star Investment Management Corp. 0.00% No change 6 $1K
Dunhill Financial, LLC 0.00% Reduce -54.5% 5 $1K
Valley National Advisers Inc. 0.00% New 8 $1K
Quaker Wealth Management, LLC 0.00% Add +400.0% 5 $949
Washington Trust Advisors, Inc. 0.00% New 5 $949
Pittenger & Anderson Inc. 0.00% New 5 $949
Sound Income Strategies, LLC 0.00% New 5 $918
Signature Equity Partners, LLC 0.00% Reduce -79.2% 5 $871
Lloyd Advisory Services, LLC. 0.00% New 4 $761
Kingdom Financial Group LLC. 0.00% New 4 $761
MBM Wealth Consultants, LLC 0.00% New 4 $759
Private Wealth Management Group, LLC 0.00% Reduce -90.2% 4 $759
Nemes Rush Group LLC 0.00% Reduce -95.7% 4 $759
American Capital Advisory, LLC 0.00% Reduce -50.0% 3 $570
DecisionPoint Financial, LLC 0.00% No change 3 $570
Wealth Preservation Advisors, LLC 0.00% No change 3 $569
Vermillion Wealth Management, Inc. 0.00% New 3 $569
Strategic Wealth Partners, Ltd. 0.00% New 2 $435
Davis Capital Management 0.00% New 2 $380
Seneschal Advisors, LLC 0.00% No change 2 $380
United Community Bank 0.00% Reduce -88.9% 2 $380
Bartlett & Co. Wealth Management LLC 0.00% Reduce -98.2% 2 $357
3 Factor Indexing, LLC 0.00% — 1 $190
Curio Wealth, LLC 0.00% New 1 $190
Key Capital Management, INC 0.00% New 1 $190
Arcadia Investment Management Corp. 0.00% Reduce -99.6% 1 $190
Tidemark, LLC 0.00% New 1 $190
IMA Advisory Services, Inc. 0.00% No change 1 $189

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