Vertiv Holdings Co. Class AVRT

13F holders, Q1 2026 (March 31)
1,841holders +226
340new positions
126sold out
14famous investors
$249.45avg. 13F price*

At the end of Q1 2026, 1,841 institutions reported holding Vertiv Holdings Co. Class A (VRT) in their 13F filings, up 226 from Q4 2025. 340 opened new positions and 126 sold out. The largest holders were BlackRock, Inc. ($9.3B), Vanguard Capital Management LLC ($6.2B) and Vanguard Portfolio Management LLC ($4.5B). 14 famous investors held it, including Leon Cooperman (17.7% of Omega Advisors (Leon Cooperman)'s portfolio), Ron Baron (0.9% of Baron Capital (BAMCO)'s portfolio) and Philippe Laffont (0.8% of Coatue Management's portfolio).

Company
Vertiv Holdings Co. Class A
Sector
Technology
CUSIP
92537N108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 758Q1 2024Q2 2024: 908Q2 2024Q3 2024: 1,024Q3 2024Q4 2024: 1,202Q4 2024Q1 2025: 1,149Q1 2025Q2 2025: 1,310Q2 2025Q3 2025: 1,437Q3 2025Q4 2025: 1,615Q4 2025Q1 2026: 1,841Q1 2026Q2 2026: 2,060Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions340$872.7M
Exits126$890.5M

All 13F filers, Q4 2025 → Q1 2026: 48,096,347 shares bought and 35,679,133 shares sold, net +12,417,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,841 holders

BlackRock, Inc. 0.16% Add +16.1% 37,207,167 $9.3B
Vanguard Capital Management LLC 0.15% — 24,858,319 $6.2B
Vanguard Portfolio Management LLC 0.23% — 17,926,522 $4.5B
State Street Corp. 0.14% Add +82.0% 15,826,560 $4.0B
Geode Capital Management, LLC 0.17% Add +54.0% 10,879,850 $2.7B
Bank of America Corp. 0.15% Reduce -8.8% 8,416,966 $2.1B
T. Rowe Price Associates Inc. 0.23% Add +16.8% 7,861,148 $2.0B
Morgan Stanley 0.10% Add +4.9% 6,655,117 $1.7B
Invesco Ltd. 0.16% Add +9.6% 6,547,726 $1.6B
JPMorgan Chase & Co. 0.10% Add +51.2% 6,065,726 $1.4B
UBS Group AG 0.24% Add +69.4% 5,448,573 $1.4B
FMR LLC 0.07% Reduce -21.5% 5,413,853 $1.4B
Northern Trust Corp. 0.12% Add +27.6% 3,586,953 $898.8M
American Century Companies Inc. 0.43% Add +4.1% 3,326,325 $833.5M
Wellington Management Group LLP 0.16% Reduce -16.8% 3,325,980 $833.4M
Charles Schwab Investment Management Inc. 0.11% Add +44.9% 2,957,829 $741.2M
Arrowstreet Capital, Limited Partnership 0.37% Add +1.9% 2,709,276 $678.9M
Nuveen, LLC 0.18% Reduce -29.8% 2,676,457 $670.7M
Ameriprise Financial Inc. 0.16% Reduce -10.6% 2,669,884 $669.0M
Clearbridge Investments, LLC 0.57% Reduce -7.2% 2,614,702 $655.2M
AQR Capital Management 0.30% Add +47.8% 2,672,760 $655.1M
Goldman Sachs Group Inc. 0.08% Add +77.0% 2,569,810 $643.9M
Alkeon Capital Management LLC 2.84% Add +24.9% 2,501,980 $626.9M
Dimensional Fund Advisors LP 0.13% Reduce -9.2% 2,421,808 $606.5M
Bank of New York Mellon Corp 0.11% Add +33.7% 2,410,642 $604.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +5.7% 2,277,758 $570.8M
Vanguard Fiduciary Trust Co. 0.14% — 2,207,244 $553.1M
Omega Advisors (Leon Cooperman) 17.74% No change 2,157,789 $540.7M
Legal & General Group Plc 0.12% Add +3.9% 2,115,523 $530.1M
Wells Fargo & Company 0.10% Reduce -9.7% 2,089,328 $523.5M
Schroder Investment Management Group 0.43% Add +16.1% 2,072,504 $519.3M
Robeco Institutional Asset Management B.V. 0.73% Add +72.6% 2,058,028 $515.7M
Value Aligned Research Advisors, LLC 5.76% Reduce -10.7% 1,939,869 $486.1M
Westfield Capital Management Co. LP 2.02% Reduce -15.6% 1,921,696 $481.5M
Raymond James Financial Inc. 0.15% Reduce -9.1% 1,962,531 $477.1M
Federated Hermes, Inc. 0.72% Add +36.5% 1,770,187 $443.6M
Deutsche Bank AG 0.13% Reduce -10.1% 1,588,186 $398.0M
Voya Investment Management LLC 0.47% Add +51.5% 1,557,584 $390.0M
Polar Capital Holdings Plc 1.69% Add +86.2% 1,540,959 $386.1M
Amundi 0.10% Reduce -18.0% 1,404,922 $352.0M
Franklin Resources Inc. 0.08% Add +24.7% 1,296,169 $324.8M
Royal Bank of Canada 0.06% Add +13.9% 1,211,910 $303.7M
Fuller & Thaler Asset Management, Inc. 1.00% Add +4.1% 1,189,618 $298.1M
Baron Capital (BAMCO) 0.89% Reduce -23.6% 1,181,144 $296.0M
Impax Asset Management Group plc 1.89% Reduce -10.2% 1,084,483 $271.7M
Swiss National Bank 0.15% Add +7.2% 1,065,900 $267.1M
Mirova US LLC 2.91% Add +30.8% 1,022,714 $256.3M
Darsana Capital Partners LP 5.34% Reduce -33.3% 1,000,000 $250.6M
Coatue Management 0.85% Add +18.4% 981,633 $246.0M
New South Capital Management Inc. 11.73% Reduce -29.4% 977,210 $244.9M
Renaissance Technologies 0.38% Reduce -15.4% 967,990 $242.6M
Allspring Global Investments Holdings, LLC 0.40% Add +8.9% 930,685 $241.4M
Barrow Hanley Mewhinney & Strauss LLC 0.75% Reduce -32.8% 911,930 $228.5M
Victory Capital Management Inc. 0.14% Reduce -8.8% 885,877 $222.0M
HSBC Holdings PLC 0.13% Add +88.7% 874,359 $218.9M
Janus Henderson Group PLC 0.10% Reduce -37.2% 865,412 $216.9M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +3.3% 865,061 $216.8M
Winslow Capital Management, LLC 0.84% Add +19624.6% 864,727 $216.7M
Canada Pension Plan Investment Board 0.14% Reduce -1.1% 860,668 $215.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +139.9% 844,430 $211.6M
Vanguard Global Advisers, LLC 0.11% — 841,784 $210.9M
Envestnet Asset Management Inc. 0.06% Add +79.3% 823,943 $206.5M
LPL Financial LLC 0.05% Add +5.3% 772,033 $193.5M
Royal London Asset Management Ltd. 0.40% Reduce -16.4% 761,668 $190.9M
Barclays PLC 0.07% Add +57.5% 761,621 $190.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.40% Reduce -11.1% 724,040 $181.4M
Robeco Schweiz AG 3.83% Reduce -17.3% 722,999 $181.2M
Massachusetts Financial Services Co. 0.06% Add +0.1% 713,038 $178.7M
California Public Employees Retirement System 0.11% Reduce -1.5% 709,114 $177.7M
Rhumbline Advisers 0.15% Add +50.0% 708,646 $177.6M
US Bancorp \de 0.21% Reduce -5.7% 682,743 $171.1M
Atika Capital Management LLC 26.34% Add +4.7% 666,100 $166.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.14% — 653,571 $163.8M
1832 Asset Management L.P. 0.22% Reduce -59.6% 649,982 $162.9M
SG Americas Securities, LLC 0.18% Add +781.1% 642,290 $160.9M
DekaBank Deutsche Girozentrale 0.26% No change 644,854 $158.7M
Stifel Financial Corp. 0.14% Reduce -3.7% 622,262 $155.9M
BNP Paribas Financial Markets 0.10% Add +203.3% 599,257 $150.2M
Ensign Peak Advisors, Inc 0.28% Add +28.5% 590,134 $147.9M
National Pension Service 0.11% Reduce -10.2% 580,325 $145.4M
Corsair Capital Management, L.P. 21.49% Reduce -2.8% 577,152 $144.6M
Citigroup Inc. 0.09% Reduce -7.0% 569,168 $142.6M
Sei Investments Co. 0.13% Add +153.8% 567,581 $142.2M
California State Teachers Retirement System 0.15% Reduce -2.2% 556,351 $139.4M
First Manhattan Co. Llc. 0.38% Reduce -18.6% 552,093 $138.3M
Locust Wood Capital Advisers, LLC 3.69% Reduce -36.1% 540,293 $135.4M
TCW Group Inc. 1.02% Reduce -20.1% 539,937 $135.3M
Susquehanna International Group, LLP 0.17% Reduce -52.5% 518,952 $130.0M
Cannell & Spears LLC 2.56% Reduce -13.8% 515,145 $129.1M
Swedbank AB 0.13% Add +64.0% 501,259 $125.6M
Bank of Montreal 0.05% Add +39.0% 497,820 $124.7M
Stephens Investment Management Group LLC 1.68% Reduce -18.5% 489,719 $122.7M
Korea Investment CORP 0.25% Add +21.0% 485,289 $121.6M
Panagora Asset Management Inc. 0.45% Reduce -4.2% 479,432 $120.1M
OP Asset Management Ltd 1.20% Reduce -15.3% 477,425 $119.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.11% Reduce -5.5% 476,038 $119.3M
Fred Alger Management, LLC 0.52% Reduce -18.3% 472,924 $118.5M
Pictet Asset Management Holding SA 0.12% Reduce -49.5% 470,970 $117.9M
Blue Whale Capital LLP 5.44% Reduce -49.2% 456,308 $114.3M
Squarepoint Ops LLC 0.24% Add +340.0% 436,369 $109.3M
Principal Financial Group Inc. 0.06% Add +4431.3% 432,873 $108.5M
Bridgewater Associates 0.48% Reduce -0.2% 429,766 $107.7M
Russell Investments Group, Ltd. 0.11% Reduce -16.4% 426,770 $106.3M
Chescapmanager LLC 16.89% No change 422,000 $105.7M
Holocene Advisors, LP 0.25% Reduce -12.3% 417,651 $104.7M
Neuberger Berman Group LLC 0.08% Add +14.0% 412,543 $103.4M
Temasek Holdings (Private) Ltd 0.35% Reduce -12.6% 411,631 $103.1M
STRS Ohio 0.40% Reduce -9.2% 406,300 $101.8M
Nordea Investment Management AB 0.09% Add +28.6% 421,986 $101.4M
Zuckerman Investment Group, LLC 9.49% Reduce -37.9% 401,492 $100.6M
State of Michigan Retirement System 0.52% Add +65.3% 395,600 $99.1M
Caisse de depot et placement du Quebec 0.16% Add +251.4% 387,929 $97.2M
CIBC Bancorp USA Inc. 0.13% — 385,672 $96.7M
Nomura Asset Management Co. Ltd. 0.24% Reduce -3.3% 374,564 $93.9M
Hardman Johnston Global Advisors LLC 4.42% Reduce -11.8% 371,396 $93.1M
Chicago Capital, LLC 2.49% Add +32.2% 368,970 $92.5M
Acadian Asset Management LLC 0.13% Add +129.6% 367,681 $92.1M
Alliancebernstein L.P. 0.03% Add +97.4% 551,565 $89.4M
Storebrand Asset Management As 0.26% Reduce -2.1% 355,167 $89.0M
Styrax Capital, LP 6.13% Reduce -11.5% 350,000 $87.7M
Lord, Abbett & Co. LLC 0.30% Reduce -35.0% 348,395 $87.3M
Clal Insurance Enterprises Holdings Ltd 0.52% Reduce -11.1% 344,000 $86.2M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Add +3333.6% 343,258 $86.0M
State Board of Administration of Florida Retirement System 0.16% Reduce -2.5% 335,191 $84.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% Add +3.6% 329,060 $82.5M
Handelsbanken Fonder AB 0.27% Reduce -14.4% 320,270 $80.3M
Tidal Investments LLC 0.25% Add +108.4% 319,843 $80.1M
Aviva PLC 0.13% Add +5.8% 317,401 $79.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -20.9% 315,100 $78.8M
Rockefeller Capital Management L.P. 0.13% Add +13.9% 302,507 $75.8M
Zevenbergen Capital Investments LLC 2.16% Reduce -13.4% 299,962 $75.2M
Earnest Partners LLC 0.31% Reduce -1.4% 299,500 $75.0M
New York State Teachers Retirement System 0.15% Add +1685.6% 298,592 $74.8M
Cetera Investment Advisers 0.08% Add +4.8% 295,756 $74.1M
Adage Capital Partners Gp, L.L.C. 0.11% New 292,700 $73.3M
Tocqueville Asset Management L.P. 1.08% Reduce -13.8% 291,400 $73.0M
Assenagon Asset Management S.A. 0.12% Add +79.8% 289,655 $72.6M
Aberdeen Group plc 0.12% Add +11.8% 285,835 $71.6M
Needham Investment Management LLC 3.65% No change 285,250 $71.5M
First Trust Advisors LP 0.05% Reduce -15.0% 279,285 $70.0M
Public Employees Retirement Association of Colorado 0.27% Add +43.6% 277,419 $69.5M
Walleye Trading LLC 1.42% New 275,809 $69.1M
Williams Jones Wealth Management, LLC. 0.84% Reduce -12.5% 273,950 $68.6M
Truist Financial Corp. 0.09% Add +31.2% 271,958 $68.1M
Foundations Investment Advisors, LLC 0.83% Add +6.3% 266,048 $66.7M
Highlander Partners, L.P. 25.85% Reduce -10.2% 263,569 $66.0M
Danske Bank A/S 0.16% Reduce -2.1% 260,748 $65.3M
Senator Investment Group LP 2.99% Reduce -5.1% 260,000 $65.2M
Jones Financial Companies LLLP 0.03% Add +46.3% 259,427 $65.1M
Migdal Insurance & Financial Holdings Ltd. 0.55% New 255,172 $63.9M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +22.8% 254,203 $63.7M
Allianz Asset Management GmbH 0.07% Add +6.7% 250,061 $62.7M
Commonwealth Equity Services, LLC 0.09% Reduce -3.4% 246,290 $61.7M
Prudential Financial Inc. 0.08% Add +46.6% 244,282 $61.2M
Braun Stacey Associates Inc. 2.01% Reduce -6.4% 241,147 $60.4M
DNB Asset Management AS 0.21% Add +96.8% 238,592 $59.8M
Marex Group Ltd 0.62% Reduce -38.3% 237,221 $59.4M
Cibc World Market Inc. 0.10% Add +22.9% 230,663 $57.8M
LBP Am SA 0.79% Reduce -54.5% 229,243 $57.4M
TimesSquare Capital Management, LLC 0.96% New 225,895 $56.6M
APG Asset Management N.V. 0.18% Reduce -1.5% 259,770 $56.5M
Osaic Holdings, Inc. 0.08% Add +5.0% 225,391 $56.5M
National Bank of Canada 0.06% Add +604.5% 222,011 $55.6M
State of Wisconsin Investment Board 0.13% Add +12.8% 220,071 $55.1M
Arnhold LLC 4.04% Reduce -19.8% 219,385 $55.0M
PFA Pension, Forsikringsaktieselskab 0.16% Add +11.1% 217,736 $54.6M
Trexquant Investment LP 0.39% Add +403.2% 216,744 $54.3M
KBC Group NV 0.14% Add +5.2% 216,717 $54.3M
Manufacturers Life Insurance Company, The 0.05% Add +583.3% 213,991 $53.6M
CANADA LIFE ASSURANCE Co 0.10% Add +44.5% 212,194 $53.3M
Ieq Capital, LLC 0.25% Add +38.1% 212,189 $53.2M
DigitalBridge Group, Inc. 3.30% Reduce -14.4% 206,790 $51.8M
Empowered Funds, LLC 0.33% Add +170.7% 205,635 $51.5M
CI Investments Inc. 0.25% Add +2.0% 204,031 $51.1M
New York State Common Retirement Fund 0.07% No change 200,021 $50.1M
Employees Retirement System of Texas 0.52% Reduce -27.6% 198,138 $49.6M
Mariner, LLC 0.06% Add +32.4% 197,858 $49.6M
Janney Montgomery Scott LLC 0.12% Add +30.4% 194,131 $48.6M
Teacher Retirement System of Texas 0.20% Add +1511.2% 193,411 $48.5M
Gotham Asset Management 0.15% Reduce -3.3% 192,588 $48.3M
TD Asset Management Inc 0.04% Add +171.5% 192,142 $48.1M
Hartline Investment Corp./ 5.26% Reduce -1.1% 190,948 $47.8M
Stanley Capital Management, LLC 7.99% Reduce -16.7% 190,700 $47.8M
Blackstone Inc. 0.20% Add +40.7% 190,000 $47.6M
Public Employees Retirement System of Ohio 0.15% Reduce -10.7% 189,285 $47.4M
Chevy Chase Trust Holdings, LLC 0.14% New 188,772 $47.3M
Nissay Asset Management Corp. /Japan 0.25% Reduce -28.6% 187,953 $47.1M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +3.8% 187,092 $46.9M
Baird Financial Group, Inc. 0.07% Reduce -28.0% 186,252 $46.7M
Mackenzie Financial Corp. 0.05% Add +157.0% 182,590 $45.8M
Vanguard Investments Australia, Ltd. 0.13% — 181,604 $45.5M
Asset Management One Co., Ltd. 0.13% Add +26.9% 179,885 $45.1M
Fishman Jay A Ltd. 3.88% Reduce -3.2% 173,380 $43.4M
Creative Planning 0.03% Add +22.9% 170,008 $42.6M
Quantinno Capital Management LP 0.07% Add +10.5% 168,512 $42.2M
Cerity Partners LLC 0.06% Add +28.1% 167,482 $42.0M
UniSuper Management Pty Ltd 0.27% Add +70.3% 167,166 $41.9M
Raiffeisen Bank International AG 0.60% Reduce -17.9% 177,442 $41.6M
ARS Investment Partners, LLC 2.16% Add +22.2% 165,591 $41.5M
Thames Capital Management LLC 7.42% Reduce -7.7% 165,191 $41.4M
Vontobel Holding Ltd. 0.14% Reduce -13.1% 165,147 $41.4M
Treasurer of the State of North Carolina 0.13% Add +2.2% 162,876 $40.8M
Whittier Trust Co. 0.46% Add +10.0% 156,256 $40.4M
Summit Partners Public Asset Management, LLC 1.87% Reduce -29.1% 160,915 $40.3M
Voloridge Investment Management, LLC 0.16% New 157,401 $39.4M
Mirova 1.54% Add +391.1% 151,388 $37.9M
KLP Kapitalforvaltning As 0.15% Add +3.6% 149,000 $37.3M
D. E. Shaw & Co. 0.03% Reduce -50.4% 147,135 $36.9M
Natixis Advisors, LLC 0.05% Add +53.3% 141,395 $35.4M
Vinva Investment Management Ltd 0.43% Reduce -2.1% 148,518 $35.0M
Union Bancaire Privee, UBP SA 0.48% Reduce -24.1% 160,365 $34.4M
Tredje AP-fonden 0.19% Reduce -12.1% 136,726 $34.3M
Mediolanum International Funds Ltd 0.36% Add +12.0% 146,183 $34.2M
State of Tennessee, Department of Treasury 0.11% Add +160.6% 136,487 $34.2M
SEB Asset Management AB 0.14% — 131,362 $32.9M
Annex Advisory Services, LLC 0.60% New 128,392 $32.2M
HighTower Advisors, LLC 0.03% Add +11.5% 127,810 $32.0M
State of New Jersey Common Pension Fund D 0.12% No change 125,140 $31.4M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -19.3% 127,322 $31.3M
Blair William & Co. 0.09% Reduce -18.8% 124,779 $31.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.25% Reduce -8.1% 123,547 $31.0M
Candriam S.C.A. 0.16% Add +294.1% 123,118 $30.9M
Cambridge Investment Research Advisors, Inc. 0.08% Add +9.9% 122,773 $30.8M
Avalon Global Asset Management LLC 7.08% No change 120,000 $30.1M
NewEdge Advisors, LLC 0.11% Reduce -25.4% 119,374 $29.9M
Talos Eurisko Asset Management LP 5.11% Add +5.5% 119,331 $29.9M
Zacks Investment Management 0.24% Reduce -4.4% 118,130 $29.6M
Steward Partners Investment Advisory, LLC 0.15% Add +0.6% 116,922 $29.3M
Dana Investment Advisors, Inc. 0.87% Reduce -23.3% 116,441 $29.2M
Thornburg Investment Management Inc. 0.30% Reduce -13.9% 115,016 $28.8M
Lansforsakringar Fondforvaltning AB (publ) 0.15% Reduce -1.9% 114,919 $28.8M
Castleark Management LLC 0.93% Reduce -9.9% 112,363 $28.2M
Focus Partners Wealth 0.03% Add +125.4% 111,734 $28.1M
Henshaw Capital LLC 1.03% No change 111,375 $27.9M
Toronto Dominion Bank 0.05% Reduce -12.8% 110,841 $27.8M
Resona Asset Management Co.,Ltd. 0.14% Add +7.4% 111,925 $27.7M
Pennant Investors, LP 7.57% No change 109,000 $27.3M
MetLife Investment Management, LLC 0.14% Add +333.5% 106,524 $26.7M
Citadel Advisors 0.02% Reduce -86.6% 106,123 $26.6M
Fifth Third Bancorp 0.05% Add +1471.9% 105,569 $26.5M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2.24% Reduce -42.1% 105,199 $26.4M
Lyell Wealth Management, LP 1.93% Reduce -0.5% 104,958 $26.3M
Czech National Bank 0.17% New 104,187 $26.1M
Xponance LLC 0.19% Add +27.2% 104,085 $26.1M
DJE Kapital AG 0.58% Add +244.7% 108,133 $26.0M
Prudential PLC 0.19% Add +5.1% 102,137 $25.6M
Daiwa Securities Group Inc. 0.07% Add +45.6% 100,907 $25.3M
Ma Investment Partnership, LP 12.05% No change 100,000 $25.1M
Richard C. Young & CO., LTD. 2.08% Add +0.8% 99,996 $25.1M
Boston Common Asset Management, LLC 1.61% Reduce -21.2% 99,730 $25.0M
Ibex Wealth Advisors 2.32% Add +1.9% 99,511 $24.9M
Arizona State Retirement System 0.14% Reduce -1.0% 98,753 $24.7M
EFG International AG 0.53% Reduce -16.1% 97,085 $24.3M
TD Waterhouse Canada Inc. 0.07% Add +110.5% 93,724 $24.3M
Credit Agricole S A 0.08% Reduce -62.9% 96,176 $24.1M
Cwm, LLC 0.06% Add +32.9% 95,625 $24.0M
Private Advisor Group, LLC 0.11% Reduce -4.8% 95,248 $23.9M
Navellier & Associates Inc. 2.48% Add +7.1% 95,078 $23.8M
Eventide Asset Management, LLC 0.39% Reduce -10.4% 95,010 $23.8M
King Luther Capital Management Corp. 0.10% Add +5.2% 93,200 $23.4M
Munro Partners 0.79% Reduce -31.1% 93,015 $23.3M
QRG Capital Management, Inc. 0.24% Add +21.2% 92,499 $23.2M
Bank of Nova Scotia 0.04% Add +195.8% 92,140 $23.1M
CIBC Asset Management Inc 0.06% Add +441.3% 91,824 $23.0M
Fundsmith 0.18% Reduce -77.8% 91,254 $22.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% New 89,113 $22.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -2.0% 89,106 $22.3M
KTF Investments, LLC 3.79% Reduce -1.5% 88,460 $22.2M
Cornerstone Capital, Inc. 2.15% Reduce -0.6% 86,078 $21.6M
Verition Fund Management LLC 0.22% Add +15.3% 85,855 $21.5M
KCM Investment Advisors LLC 0.71% Reduce -1.6% 85,009 $21.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -10.2% 84,669 $21.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +214.8% 84,996 $21.1M
Clearfield Capital Management LP 11.46% No change 83,400 $20.9M
Sapient Capital LLC 0.31% Reduce -58.4% 83,270 $20.9M
Thrivent Financial for Lutherans 0.04% Add +9.4% 82,984 $20.7M
Mountain Pacific Investment Advisers LLC 3.54% Reduce -11.3% 82,439 $20.7M
Badgley Phelps Wealth Managers, LLC 0.41% Add +6.0% 81,760 $20.5M
Amalgamated Bank 0.16% Add +142.6% 81,680 $20.5M
Andra AP-fonden 0.24% Add +20.6% 81,473 $20.4M
Retirement Systems of Alabama 0.07% New 81,238 $20.4M
Jag Capital Management, LLC 2.29% Reduce -25.7% 80,881 $20.3M
Whittier Trust Co. of Nevada Inc. 0.41% Add +3.4% 77,994 $20.2M
Zweig-DiMenna Associates LLC 2.80% Reduce -21.7% 79,583 $19.9M
Private Advisory Group LLC 1.37% Add +1.2% 78,370 $19.6M
Smithbridge Asset Management Inc. 2.89% Reduce -51.3% 77,875 $19.5M
Beck Capital Management, LLC 4.46% Reduce -0.8% 77,727 $19.5M
Traynor Capital Management, Inc. 1.16% Add +4.7% 83,040 $19.4M
Defiance ETFs, LLC 0.28% New 77,322 $19.4M
Silvant Capital Management LLC 0.67% Reduce -8.1% 77,108 $19.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +536.3% 76,358 $19.1M
First Growth Capital LLC 17.23% Add +0.1% 73,156 $19.0M
Signature Estate & Investment Advisors LLC 0.38% Reduce -40.1% 75,389 $18.9M
Mercer Global Advisors Inc. 0.03% Add +96.5% 74,893 $18.8M
USS Investment Management Ltd 0.08% Add +3.5% 72,969 $18.3M
Varma Mutual Pension Insurance Co 0.11% No change 72,900 $18.3M
Reaves W H & Co. Inc. 0.30% Reduce -12.1% 72,880 $18.3M
Swiss Life Asset Management Ltd 0.09% Add +43.2% 72,694 $18.2M
IFM Investors Pty Ltd 0.15% Add +4.0% 72,016 $18.0M
Glynn Capital Management LLC 8.53% Reduce -42.2% 71,236 $17.9M
Kera Capital Partners, Inc. 2.16% Reduce -8.4% 70,093 $17.6M
MML Investors Services, LLC 0.05% Reduce -20.7% 70,071 $17.6M
Aware Super Pty Ltd as trustee of Aware Super 0.27% — 69,954 $17.5M
Oak Grove Capital LLC 2.99% Reduce -12.7% 69,555 $17.4M
Ceredex Value Advisors LLC 0.55% Reduce -69.0% 69,348 $17.4M
Reynders McVeigh Capital Management, LLC 0.87% Reduce -2.2% 68,974 $17.3M
Mutual of America Capital Management LLC 0.19% Add +138.5% 67,378 $16.9M
Broadleaf Partners, LLC 3.93% Reduce -3.3% 67,198 $16.8M
Oppenheimer & Co. Inc. 0.20% Add +5.7% 66,923 $16.8M
Man Group plc 0.04% Reduce -61.0% 66,664 $16.7M
Kestra Advisory Services, LLC 0.06% Reduce -15.7% 66,192 $16.6M
Sierra Summit Advisors LLC 2.40% Reduce -28.3% 65,960 $16.5M
Venture Visionary Partners LLC 0.55% Reduce -14.1% 65,741 $16.5M
PNC Financial Services Group, Inc. 0.01% Add +30.0% 65,717 $16.5M
First American Bank 1.03% Reduce -1.3% 65,684 $16.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.08% No change 65,500 $16.4M
Crystal Rock Capital Management 9.66% Reduce -17.2% 64,925 $16.3M
Alberta Investment Management Corp 0.11% Reduce -50.5% 64,000 $16.0M
Public Sector Pension Investment Board 0.05% New 63,990 $16.0M
Clark Capital Management Group, Inc. 0.10% Add +7.8% 63,968 $16.0M
Kornitzer Capital Management Inc. 0.34% Reduce -24.4% 63,512 $15.9M
Wealthfront Advisers LLC 0.03% Add +10.7% 63,475 $15.9M
Old National Bancorp 0.27% Add +30.0% 63,455 $15.9M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +14.9% 65,927 $15.8M
Woodline Partners LP 0.06% Add +847.3% 62,851 $15.7M
Nomura Asset Management International Inc. 0.03% Add +1.4% 62,708 $15.7M
Nomura Holdings Inc. 0.13% Reduce -47.3% 62,536 $15.7M
Sanctuary Advisors, LLC 0.08% Reduce -0.9% 62,339 $15.6M
Utah Retirement Systems 0.16% Reduce -1.6% 61,842 $15.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.15% Reduce -0.9% 61,524 $15.4M
Erste Asset Management GmbH 0.14% Add +3289.5% 65,621 $15.4M
Neville Rodie & Shaw Inc. 1.12% Add +1.6% 61,332 $15.4M
Tema ETFs LLC 1.02% Add +38.7% 60,691 $15.2M
Abacus FCF Advisors LLC 3.41% Reduce -41.8% 60,415 $15.1M
New York Life Investment Management LLC 0.13% Add +2466.9% 59,680 $15.0M
Police & Firemen's Retirement System of New Jersey 0.13% Add +0.2% 58,588 $14.7M
Dnca Finance 0.85% Add +7.6% 58,470 $14.7M
Captrust Financial Advisors 0.03% Add +18.5% 58,414 $14.6M
Ilmarinen Mutual Pension Insurance Co 0.11% No change 58,000 $14.5M
Nordwand Advisors, LLC 2.50% Reduce -24.8% 57,026 $14.3M
Advocacy Wealth Management, LLC 0.63% Add +497.8% 56,496 $14.2M
ProShare Advisors LLC 0.02% New 56,439 $14.1M
Sumitomo Life Insurance Co. 0.33% Reduce -14.8% 56,349 $14.1M
Strategic Blueprint, LLC 0.82% Add +3.9% 56,135 $14.1M
Copeland Capital Management, LLC 0.31% Add +906.0% 56,076 $14.1M
NEOS Investment Management LLC 0.07% Add +27.5% 55,800 $14.0M
Macquarie Group Ltd. 0.08% Add +13.7% 55,480 $13.9M
BNP Paribas 0.44% Reduce -26.5% 55,123 $13.8M
Vaughan Nelson Investment Management, L.P. 0.14% Reduce -9.8% 54,898 $13.8M
Nixon Peabody Trust Co. 1.09% Reduce -4.5% 54,672 $13.7M
Boothbay Fund Management, LLC 0.33% Reduce -50.8% 54,572 $13.7M
Berkshire Capital Holdings Inc. 4.90% Add +8.7% 54,160 $13.6M
Chase Investment Counsel Corp. 3.55% Reduce -15.2% 53,910 $13.5M
Pathstone Holdings, LLC 0.05% Reduce -4.0% 53,886 $13.5M
Inspire Investing, LLC 0.79% Add +40.1% 53,705 $13.5M
OMERS ADMINISTRATION Corp 0.09% Add +9.7% 53,641 $13.4M
TIAA Wealth Investment Management LLC 0.10% — 53,586 $13.4M
Sit Investment Associates Inc. 0.27% Add +0.7% 53,385 $13.4M
Avanza Fonder AB 0.37% Reduce -6.4% 53,157 $13.3M
Intech Investment Management LLC 0.13% Add +75.9% 52,361 $13.1M
Two Sigma Investments, LP 0.01% New 52,171 $13.1M
Rakuten Investment Management, Inc. 0.03% Add +263.2% 55,810 $13.1M
Adams Diversified Equity Fund, Inc. 0.46% New 51,800 $13.0M
Ethic Inc. 0.20% Reduce -0.2% 51,673 $12.9M
Ofi Invest Asset Management 0.17% Reduce -61.3% 59,394 $12.9M
Federation des caisses Desjardins du Quebec 0.05% Add +10.2% 51,087 $12.8M
Natixis 0.05% Add +480.3% 50,638 $12.7M
Jane Street Group, LLC 0.01% Reduce -98.5% 50,469 $12.6M
Vestor Capital, LLC 0.91% Add +10250.3% 50,406 $12.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Reduce -22.2% 50,062 $12.5M
M37 Management LP 4.99% No change 50,000 $12.5M
MAI Capital Management 0.07% Add +15.1% 49,178 $12.3M
Knollwood Investment Advisory, LLC 1.24% No change 49,155 $12.3M
Corient Private Wealth LP 0.02% Add +36.9% 52,308 $12.3M
Pinnacle Associates Ltd. 0.16% Reduce -1.0% 48,770 $12.2M
Baker Avenue Asset Management, LP 0.28% Reduce -20.6% 48,404 $12.1M
Stephens Inc. 0.15% Reduce -3.9% 47,742 $12.0M
Independence Bank of Kentucky 1.51% Reduce -15.7% 47,697 $12.0M
CVFG LLC 1.48% New 47,567 $11.9M
Carroll Investors, Inc 6.32% Add +40.8% 47,151 $11.8M
Oak Ridge Investments LLC 0.77% Add +0.2% 46,638 $11.7M
Allworth Financial LP 0.05% Add +35.0% 46,536 $11.7M
Edgemoor Investment Advisors, Inc. 0.91% Add +3.1% 46,149 $11.6M
Jackson Square Capital, LLC 2.41% Reduce -11.7% 45,782 $11.5M
Frontier Capital Management Co. LLC 0.12% Reduce -8.0% 45,582 $11.4M
Scotia Capital Inc. 0.05% Add +156.4% 45,185 $11.3M
Commerce Bank 0.05% Add +21.9% 45,127 $11.3M
Abn Amro Investment Solutions 0.15% Reduce -1.6% 44,746 $11.2M
Virtus Wealth Solutions LLC 2.13% New 44,555 $11.2M
IFP Advisors, Inc 0.23% Add +112.5% 43,911 $11.0M
&partners 0.05% Reduce -17.2% 43,715 $11.0M
Oregon Public Employees Retirement Fund 0.14% New 43,800 $11.0M
Vanguard Personalized Indexing Management, LLC 0.11% Add +5.5% 43,732 $11.0M
Eagle Bluffs Wealth Management LLC 4.26% Reduce -0.8% 43,608 $10.9M
OneDigital Investment Advisors LLC 0.11% Add +19.6% 43,524 $10.9M
Great Valley Advisor Group, Inc. 0.19% Reduce -0.3% 42,451 $10.6M
Stelac Advisory Services LLC 2.12% New 41,891 $10.5M
Game Creek Capital, LP 4.03% Reduce -12.1% 41,875 $10.5M
Bulltick Wealth Management, LLC 2.32% No change 41,860 $10.5M
Advisory Services Network, LLC 0.14% Add +8.4% 41,773 $10.5M
RH Tailwind Management, LLC 5.41% New 41,700 $10.4M
Waverly Advisors, LLC 0.08% Add +1.6% 41,234 $10.3M
Marshall Wace, LLP 0.01% Reduce -98.5% 41,154 $10.3M
M&T Bank Corp 0.03% Add +7.8% 40,930 $10.3M
M&G PLC 0.05% Reduce -10.0% 40,810 $10.2M
WCG Wealth Advisors LLC 0.28% Add +6.0% 40,314 $10.1M
Aragon Global Management, LP 6.98% No change 39,900 $10.0M
Nisa Investment Advisors, LLC 0.04% Add +14.0% 38,989 $9.8M
Eurizon Capital SGR S.p.A. 0.03% Reduce -50.8% 38,673 $9.7M
Vident Advisory, LLC 0.08% Add +117.8% 38,368 $9.6M
Sterling Capital Management LLC 0.18% Reduce -20.1% 38,020 $9.5M
State of Alaska, Department of Revenue 0.10% New 37,965 $9.5M
Allstate Corp. 0.10% Add +39.4% 37,843 $9.5M
CMH Wealth Management LLC 1.62% Reduce -0.4% 37,610 $9.4M
Bradley Foster & Sargent Inc. 0.15% Add +7.5% 37,394 $9.4M
Yousif Capital Management, LLC 0.11% Add +626.6% 37,333 $9.4M
Concurrent Investment Advisors, LLC 0.10% Add +3.9% 37,009 $9.3M
LGT Fund Management Co Ltd. 0.40% Add +394.0% 36,794 $9.2M
Daiichi Life Insurance Co., Ltd. 0.26% Add +73.0% 36,711 $9.2M
O'shaughnessy Asset Management, LLC 0.05% Add +37.5% 36,602 $9.2M
HUB Investment Partners, LLC 0.22% Add +10.6% 36,487 $9.1M
Southeast Asset Advisors, LLC 1.00% Reduce -13.0% 36,435 $9.1M
Kessler Investment Group, LLC 4.29% Reduce -17.6% 36,195 $9.1M
Tortoise Capital Advisors, L.L.C. 0.09% Add +23.8% 35,906 $9.0M
SIR Capital Management, L.P. 0.84% Reduce -34.6% 35,782 $9.0M
FIL Ltd 0.01% Add +59.7% 35,444 $8.9M
Ellsworth Advisors, LLC 1.65% Reduce -2.8% 34,954 $8.8M
Pacer Advisors, Inc. 0.02% Add +108.8% 34,589 $8.7M
Thor Investment Management Inc. /Oh/ 4.57% Reduce -0.8% 34,301 $8.6M
Dakota Wealth Management 0.19% Reduce -16.4% 34,225 $8.6M
Perigon Wealth Management, LLC 0.16% Add +0.7% 34,204 $8.6M
Alerus Financial NA 0.42% Reduce -22.2% 33,946 $8.5M
Algert Global LLC 0.13% Reduce -22.0% 33,935 $8.5M
Fulton Breakefield Broenniman LLC 0.55% Reduce -0.9% 33,727 $8.5M
Oppenheimer Asset Management Inc. 0.10% Add +183.4% 33,576 $8.4M
Azzad Asset Management Inc. 0.84% Add +1.8% 33,062 $8.3M
KMG Fiduciary Partners, LLC 0.61% Reduce -2.3% 33,030 $8.3M
Mawer Investment Management Ltd. 0.05% Add +258.7% 32,797 $8.2M
Snowden Capital Advisors LLC 0.22% Add +48.3% 32,764 $8.2M
Brant Point Investment Management LLC 2.23% Add +8.0% 32,402 $8.1M
Penserra Capital Management LLC 0.10% Reduce -2.8% 32,338 $8.1M
Next Century Growth Investors LLC 0.59% Reduce -2.5% 32,281 $8.1M
Strategic Global Advisors, LLC 1.25% Reduce -2.6% 31,253 $7.8M
Los Angeles Capital Management LLC 0.03% Reduce -62.8% 31,226 $7.8M
FFG Partners, LLC 3.10% Add +1.5% 31,220 $7.8M
Summit Financial, LLC 0.10% Reduce -9.4% 31,181 $7.8M
Faithward Advisors, LLC 1.11% Reduce -0.1% 30,960 $7.8M
Morse Asset Management, Inc 1.62% Add +2.4% 30,931 $7.8M
NLB Skladi, upravljanje premozenja, d.o.o. 0.37% Add +22.2% 30,833 $7.7M
Sycomore Asset Management 1.07% No change 76,651 $7.7M
Walleye Capital LLC 0.05% Add +13.0% 30,769 $7.7M
Itau Unibanco Holding S.A. 0.18% Add +1234.5% 30,721 $7.7M
Liontrust Investment Partners LLP 0.13% Reduce -64.5% 30,619 $7.7M
Brevan Howard Capital Management LP 0.08% Reduce -54.1% 30,480 $7.6M
Teachers Retirement System of the State of Kentucky 0.06% New 29,900 $7.5M
Seascape Capital Management 2.15% Add +0.5% 29,778 $7.5M
Nwam LLC 0.43% Reduce -21.5% 29,621 $7.4M
Beacon Harbor Wealth Advisors, Inc. 1.55% New 29,597 $7.4M
CastleKnight Management LP 0.35% Reduce -89.3% 29,500 $7.4M
HCR Wealth Advisors 0.76% Reduce -8.2% 29,389 $7.4M
Stanley-Laman Group, Ltd. 0.90% Add +784.5% 29,302 $7.3M
Nilsine Partners, LLC 0.57% Add +2.2% 22,723 $7.3M
Trilogy Capital Inc. 0.32% Add +4.8% 29,068 $7.3M
Atlantic Union Bankshares Corp 0.14% Reduce -0.8% 28,890 $7.2M
Mitchell Capital Management Co. 1.33% Reduce -7.1% 28,834 $7.2M
Old West Investment Management, LLC 0.78% Reduce -32.0% 28,833 $7.2M
Kieckhefer Group LLC 3.40% Reduce -0.1% 28,729 $7.2M
Trifecta Capital Advisors, LLC 1.11% Add +8.4% 28,650 $7.2M
Generate Investment Management Ltd 0.35% New 28,541 $7.2M
Geneva Partners, LLC 3.40% Add +93.7% 28,288 $7.1M
Gulf International Bank (UK) Ltd 0.16% Add +57.4% 28,067 $7.0M
Boothe Investment Group, Inc. 2.25% Reduce -2.3% 27,893 $7.0M
Stonebridge Financial Group, LLC 0.57% Reduce -2.1% 27,869 $7.0M
Investment Management Corp of Ontario 0.09% Reduce -15.1% 27,769 $7.0M
Davidson Capital Management Inc. 1.24% Reduce -16.6% 27,411 $6.9M
Oak Harvest Investment Services 0.72% Add +1.2% 27,358 $6.9M
Bokf, NA 0.10% Reduce -3.1% 27,288 $6.8M
Mezzasalma Advisors, LLC 1.74% Add +4.7% 27,152 $6.8M
Ulland Investment Advisors, LLC 5.83% Reduce -24.6% 27,026 $6.8M
Sigma Planning Corp 0.19% Reduce -2.0% 27,023 $6.8M
Electron Capital Partners, LLC 0.32% Add +0.6% 26,945 $6.8M
M & L Capital Management Ltd 1.66% Add +83.0% 26,900 $6.7M
Park Avenue Securities LLC 0.05% Add +6.4% 26,554 $6.7M
Groupe la Francaise 0.09% Reduce -32.3% 26,463 $6.6M
Equitable Trust Co. 0.30% Add +0.2% 26,367 $6.6M
Prosperitas Financial LLC 2.46% Reduce -0.5% 26,300 $6.6M
Apollon Wealth Management, LLC 0.11% Add +12.0% 26,188 $6.6M
Equitable Holdings, Inc. 0.04% Add +131.5% 29,951 $6.5M
Ashton Thomas Private Wealth, LLC 0.15% Add +2.7% 25,776 $6.5M
Ithaka Group LLC 1.33% New 25,664 $6.4M
Triglav Investments, D.O.O. 0.44% New 25,113 $6.3M
Guardian Capital LP 0.17% Add +103.5% 25,034 $6.3M
Telligent Fund, LP 6.69% No change 25,000 $6.3M
Rafferty Asset Management, LLC 0.03% New 24,909 $6.2M
Sargent Investment Group, LLC 0.82% Reduce -1.8% 24,758 $6.2M
ASR Vermogensbeheer N.V. 0.07% Add +1.7% 24,725 $6.2M
Deepwater Asset Management, LLC 3.92% Reduce -28.6% 24,670 $6.2M
New Age Alpha Advisors, LLC 0.29% Reduce -17.8% 24,667 $6.2M
Emerald Investment Advisers, LLC 0.55% — 24,609 $6.2M
Argent Capital Management LLC 0.19% Add +93.2% 24,478 $6.1M
Brown, Lisle/Cummings, Inc. 1.53% Add +1.1% 24,449 $6.1M
Scopus Asset Management, L.P. 0.19% Reduce -24.1% 24,413 $6.1M
Westbourne Investments, Inc. 2.89% Reduce -0.1% 24,270 $6.1M
Genus Capital Management Inc. 0.70% Add +98.1% 24,257 $6.1M
Parallax Volatility Advisers, L.P. 0.34% Reduce -70.8% 24,215 $6.1M
Advisors Asset Management, Inc. 0.10% Add +7.3% 24,148 $6.1M
Baldwin Investment Management, LLC 0.71% Add +0.3% 24,092 $6.0M
Cherry Creek Investment Advisors, Inc. 2.62% Reduce -1.8% 24,077 $6.0M
Scalar Gauge Management, LLC 5.80% New 24,000 $6.0M
Capital Planning Advisors, LLC 0.87% Reduce -0.6% 23,954 $6.0M
LGT Group Foundation 0.07% Reduce -26.5% 23,883 $6.0M
Nia Impact Advisors, LLC 2.65% Reduce -18.8% 23,765 $6.0M
Royal Fund Management, LLC 0.57% Reduce -78.4% 23,631 $5.9M
Hennion & Walsh Asset Management, Inc. 0.20% Reduce -12.7% 23,603 $5.9M
VMS Asset Management Limited 3.59% Reduce -34.3% 23,469 $5.9M
Merit Financial Group, LLC 0.04% Add +30.3% 23,224 $5.8M
Mizuho Securities USA LLC 0.14% New 23,127 $5.8M
Sterling Investment Advisors, Ltd. 1.04% Add +1.7% 22,855 $5.7M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -71.2% 22,705 $5.7M
Merrion Investment Management Co, LLC 3.03% No change 22,500 $5.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.12% No change 22,500 $5.6M
Polymer Capital Management (US) LLC 0.83% Reduce -37.8% 22,382 $5.6M
Westpac Banking Corp. 0.39% Reduce -33.5% 22,309 $5.6M
iA Global Asset Management Inc. 0.08% Add +1.4% 22,104 $5.5M
Hartford Investment Management Co. 0.17% New 21,800 $5.5M
Osmosis Investment Management UK Ltd 0.15% Add +171.4% 21,614 $5.4M
Occudo Quantitative Strategies LP 0.29% Reduce -55.3% 16,456 $5.4M
Sequoia Financial Advisors, LLC 0.03% Add +23.0% 21,345 $5.3M
B. Metzler seel. Sohn & Co. AG 0.05% Add +71.0% 21,252 $5.3M
Meiji Yasuda Asset Management Co Ltd. 0.27% Reduce -25.6% 21,224 $5.3M
Peloton Wealth Strategists 2.21% Add +52.0% 21,150 $5.3M
Mgo One Seven LLC 0.11% Add +29.3% 21,147 $5.3M
Balboa Wealth Partners 0.88% Reduce -6.3% 20,996 $5.3M
U.S. Capital Wealth Advisors, LLC 0.13% Reduce -0.4% 20,838 $5.2M
Integrated Wealth Concepts LLC 0.04% Add +306.3% 20,816 $5.2M
Rockline Wealth Management, LLC 1.13% Add +16.2% 20,749 $5.2M
Patton Fund Management, Inc. 0.88% New 20,568 $5.2M
Focus Financial Network, Inc. 0.18% Add +15.8% 20,282 $5.1M
Lanark Financial, Inc. 0.38% Reduce -3.0% 20,265 $5.1M
Left Brain Wealth Management, LLC 1.99% Add +5.5% 20,208 $5.1M
IMC-Chicago, LLC 0.08% New 20,109 $5.0M
Bensler, LLC 0.52% Add +0.7% 20,065 $5.0M
Twin Peaks Capital Ltd 5.25% New 20,000 $5.0M
Legacy Bridge, LLC 1.91% Add +4.7% 19,934 $5.0M
Leeward Financial Partners, LLC 1.48% Reduce -21.6% 19,880 $5.0M
Smith Salley Wealth Management 0.25% Reduce -12.8% 19,814 $5.0M
Wedbush Securities Inc. 0.14% Add +4.9% 19,716 $4.9M
Susquehanna Portfolio Strategies, LLC 0.07% No change 19,674 $4.9M
Eley Financial Management, Inc 1.78% Reduce -1.3% 19,673 $4.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.14% Reduce -21.2% 19,594 $4.9M
Louisiana State Employees Retirement System 0.09% New 19,500 $4.9M
Sage Capital Advisors,llc 1.13% New 19,432 $4.9M
Gilder Gagnon Howe & Co. LLC 0.06% New 19,355 $4.8M
Seldon Capital LP 1.78% Add +6.6% 19,332 $4.8M
Illinois Municipal Retirement Fund 0.06% Reduce -1.6% 19,278 $4.8M
PDT Partners, LLC 0.29% New 19,219 $4.8M
Diversified Trust Co. 0.09% Add +68.7% 19,177 $4.8M
Maryland State Retirement & Pension System 0.10% Add +1.5% 19,103 $4.8M
SteelPeak Wealth, LLC 0.15% Reduce -22.5% 19,046 $4.8M
Farallon Capital Management, L.L.C. 0.03% New 19,000 $4.8M
Prospera Financial Services Inc 0.08% Reduce -1.7% 18,932 $4.7M
Jackson Hole Capital Partners, LLC 0.78% Add +0.1% 18,744 $4.7M
Mission Creek Capital Partners, Inc. 0.93% New 18,535 $4.6M
Independent Financial Group, LLC 0.10% Reduce -8.7% 18,412 $4.6M
Princeton Global Asset Management LLC 0.75% Add +3.7% 18,259 $4.6M
Wealthcare Advisory Partners LLC 0.09% Reduce -11.0% 18,096 $4.5M
Prime Capital Investment Advisors, LLC 0.05% Add +4.6% 18,036 $4.5M
NTV Asset Management LLC 0.50% Reduce -25.5% 17,989 $4.5M
Wakefield Asset Management LLLP 1.19% Reduce -27.8% 17,922 $4.5M
Catalyst Funds Management Pty Ltd 0.76% Add +41.1% 17,922 $4.5M
Millennium Management 0.00% Reduce -98.9% 17,894 $4.5M
Elm Partners Management LLC 0.19% No change 19,053 $4.5M
Elo Mutual Pension Insurance Co 0.07% Reduce -18.6% 17,798 $4.5M
Bouvel Investment Partners, LLC 1.29% Add +3.4% 17,679 $4.4M
Carnegie Investment Counsel 0.09% Reduce -8.4% 17,676 $4.4M
Mutual Advisors, LLC 0.09% Reduce -21.8% 17,619 $4.4M
Fisher Asset Management 0.00% Reduce -0.5% 17,578 $4.4M
Haven Capital Group, Inc. 4.08% Add +1.1% 17,554 $4.4M
Pinebridge Investments LLC 0.04% Reduce -53.3% 17,464 $4.4M
Vestcor Inc 0.12% Add +6.5% 17,420 $4.4M
Blue Jean Financial LLC 3.50% Reduce -0.8% 16,956 $4.2M
Prevail Innovative Wealth Advisors, LLC 0.71% Reduce -23.2% 16,852 $4.2M
Harvest Fund Management Co., Ltd 0.18% Reduce -71.4% 16,807 $4.2M
Focus Partners Advisor Solutions, LLC 0.04% Add +29.2% 16,700 $4.2M
Pallas Capital Advisors LLC 0.16% Reduce -5.6% 16,651 $4.2M
Krilogy Financial LLC 0.13% Add +16.0% 14,135 $4.2M
Castle Rock Wealth Management, LLC 0.89% Reduce -3.0% 15,701 $4.1M
Ancora Advisors LLC 0.09% Reduce -4.9% 16,314 $4.1M
Lighthouse Financial LLC 2.45% Reduce -4.1% 16,209 $4.1M
Coastal Bridge Advisors, LLC 0.29% Add +0.3% 16,107 $4.0M
Viking Fund Management LLC 0.41% Reduce -38.5% 16,000 $4.0M
Lombard Odier Asset Management (Europe) Ltd 0.33% Reduce -83.3% 15,950 $4.0M
Aubrey Capital Management Ltd 2.14% Reduce -18.0% 15,900 $4.0M
Plato Investment Management Ltd 0.27% Add +87.5% 15,868 $4.0M
Parsons Capital Management Inc. 0.18% Reduce -10.1% 15,803 $4.0M
Meitav Investment House Ltd. 0.04% Reduce -94.8% 15,800 $4.0M
MUFG Securities EMEA plc 0.06% New 15,683 $3.9M
Summerhill Capital Management lnc. 3.43% No change 15,679 $3.9M
Gemmer Asset Management LLC 0.31% Add +90.3% 15,616 $3.9M
Schear Investment Advisers, LLC 1.72% Add +6.1% 15,597 $3.9M
Farther Finance Advisors, LLC 0.04% Add +119.8% 15,051 $3.9M
Kovack Advisors, Inc. 0.21% Reduce -72.8% 15,268 $3.9M
Brighton Jones LLC 0.08% New 15,349 $3.8M
AG2R La Mondiale Gestion D'actifs 0.17% Add +2.4% 15,345 $3.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.13% Reduce -3.0% 15,285 $3.8M
Norinchukin Bank, The 0.04% New 15,240 $3.8M
WD Rutherford LLC 1.69% Add +0.9% 15,220 $3.8M
PFG Investments, LLC 0.18% Reduce -9.1% 15,178 $3.8M
United Capital Financial Advisors, LLC 0.02% Add +68.1% 15,104 $3.8M
Atria Investments, Inc 0.04% Add +146.6% 15,055 $3.8M
Laird Norton Wetherby Trust Company, LLC 0.08% Add +4.7% 14,996 $3.8M
SBI Securities Co., Ltd. 0.10% Reduce -28.2% 14,788 $3.7M
Benchmark Investment Advisors LLC 2.15% — 14,739 $3.7M
Lazard Asset Management LLC 0.01% Reduce -11.5% 14,721 $3.7M
Hollow Brook Wealth Management LLC 0.94% Reduce -0.5% 14,694 $3.7M
Himension Capital (singapore) Pte. LTD. 0.28% Reduce -26.1% 14,656 $3.7M
Lombard Odier Asset Management (Switzerland) SA 0.14% Add +8.3% 14,592 $3.7M
National Philanthropic Trust 0.04% Reduce -0.1% 14,385 $3.6M
Arkadios Wealth Advisors 0.06% Reduce -8.8% 14,311 $3.6M
Mirabella Financial Services LLP 0.36% Add +674.9% 14,282 $3.6M
Orion Porfolio Solutions, LLC 0.03% Add +27.1% 14,261 $3.6M
Spirit of America Management Corp. 0.70% Add +2.2% 14,200 $3.6M
Kestra Private Wealth Services, LLC 0.04% Add +29.7% 14,187 $3.6M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +2.5% 14,094 $3.5M
J.W. Cole Advisors, Inc. 0.12% Reduce -15.8% 14,050 $3.5M
Shaker Investments LLC 1.60% Reduce -5.2% 13,994 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% New 14,075 $3.5M
Harbour Capital Advisors, LLC 0.66% No change 11,425 $3.5M
Wealth Management Partners, LLC 1.00% Reduce -18.1% 13,903 $3.5M
Rowlandmiller & Partners.adv 0.71% Reduce -60.7% 13,882 $3.5M
Nicholas Investment Partners, LP 0.28% No change 13,795 $3.5M
Werlinich Asset Management, LLC 1.68% No change 13,785 $3.5M
Worldquant Millennium Advisors LLC 0.01% Add +130.9% 13,777 $3.5M
Choreo, LLC 0.04% Add +36.0% 13,717 $3.4M
Arete Wealth Advisors, LLC 0.26% New 13,728 $3.4M
Sone Capital Management, LLC 0.29% Reduce -77.2% 13,710 $3.4M
Cornerstone Select Advisors, LLC 2.14% Add +7.9% 13,657 $3.4M
Callan Family Office, LLC 0.08% Reduce -3.0% 13,553 $3.4M
Finivi Inc. 1.85% Add +10.4% 13,543 $3.4M
Saudi Central Bank 0.07% New 13,407 $3.4M
Generali Asset Management SPA SGR 0.07% Add +84.2% 13,319 $3.3M
CSM Advisors, LLC 0.08% Add +117.3% 13,237 $3.3M
Spartan Wealth Advisory Services LLC 0.29% — 13,223 $3.3M
Koshinski Asset Management, Inc. 0.21% Reduce -2.5% 13,205 $3.3M
Y.D. More Investments Ltd 0.13% New 13,202 $3.3M
Fidelis Capital Partners, LLC 0.24% Add +17.9% 13,190 $3.3M
Lido Advisors, LLC 0.01% Add +111.4% 13,145 $3.3M
Banque Cantonale Vaudoise 0.12% Add +1.4% 13,124 $3.3M
Novare Capital Management LLC 0.26% Reduce -11.3% 12,968 $3.2M
Global Trust Asset Management, LLC 1.24% Add +2.3% 12,945 $3.2M
Goldstream Capital Management Ltd 4.83% Reduce -21.9% 12,926 $3.2M
Vega Investment Solutions 0.77% No change 12,870 $3.2M
International Assets Investment Management, LLC 0.22% Reduce -27.4% 12,415 $3.2M
Terra Nova Asset Management LLC 2.38% Reduce -0.2% 12,816 $3.2M
Horizon Investments, LLC 0.04% Add +271.8% 12,739 $3.2M
Titan Investment Management LLC 2.81% Add +2.2% 12,706 $3.2M
Beacon Pointe Advisors, LLC 0.02% Add +52.5% 12,649 $3.2M
Franchise GP Ltd 1.16% New 12,605 $3.2M
AXS Investments LLC 1.26% No change 12,500 $3.1M
McCarter Private Wealth Services LLC 1.36% Add +6.1% 12,479 $3.1M
Crossmark Global Holdings, Inc. 0.05% Add +207.0% 12,446 $3.1M
Krane Funds Advisors LLC 0.13% Add +127.3% 11,861 $3.1M
Redhawk Wealth Advisors, Inc. 0.34% Add +127.5% 12,252 $3.1M
Northwestern Mutual Investment Management Company, LLC 0.05% New 12,241 $3.1M
Shelton Capital Management 0.07% Add +20.1% 12,095 $3.0M
HB Wealth Management, LLC 0.02% Add +54.6% 12,025 $3.0M
Hilltop Holdings Inc. 0.27% Reduce -15.7% 12,023 $3.0M
Regions Financial Corp. 0.02% Add +3.2% 12,018 $3.0M
Moors & Cabot, Inc. 0.13% Add +1.7% 12,014 $3.0M
Bleakley Financial Group, LLC 0.05% New 11,935 $3.0M
Darwin Wealth Management, LLC 0.93% Add +11.8% 11,851 $3.0M
Guardian Asset Advisors, LLC 1.73% Reduce -0.2% 11,826 $3.0M
Hodges Capital Management Inc. 0.24% Reduce -39.4% 11,725 $2.9M
Meridian Wealth Management, LLC 0.10% Add +31.8% 11,701 $2.9M
Mandatum Life Insurance Co Ltd 0.66% New 11,700 $2.9M
Paragon Advisors, LLC 0.78% New 11,577 $2.9M
VestGen Advisors, LLC 0.08% Add +34.2% 7,861 $2.9M
NewEdge Wealth, LLC 0.03% Add +2.6% 11,517 $2.9M
Bridgeway Capital Management, LLC 0.06% New 11,500 $2.9M
Piar LLC 2.42% Add +29.2% 11,460 $2.9M
Slow Capital, Inc. 0.37% New 11,452 $2.9M
Eos Management, L.P. 1.22% No change 11,377 $2.9M
Floyd Financial Group LLC 1.89% Reduce -0.1% 9,426 $2.8M
Spire Wealth Management 0.09% Reduce -67.7% 11,098 $2.8M
Main Management ETF Advisors, LLC 0.10% New 11,087 $2.8M
Meiji Yasuda Life Insurance Co 0.09% Reduce -15.7% 11,085 $2.8M
Huntington National Bank 0.02% Add +4.6% 11,073 $2.8M
E Fund Management Co., Ltd. 0.08% — 11,048 $2.8M
Horizon Kinetics Asset Management LLC 0.03% No change 11,025 $2.8M
North Dakota State Investment Board 0.12% Reduce -17.7% 11,022 $2.8M
Graphene Investments SAS 1.85% Reduce -31.3% 11,000 $2.8M
Quartz Partners, LLC 1.06% Reduce -9.6% 10,901 $2.7M
Summit Trail Advisors, LLC 0.04% Reduce -13.2% 10,895 $2.7M
NovaPoint Capital, LLC 0.68% Add +0.2% 10,861 $2.7M
ShoreHaven Wealth Partners, LLC 0.98% No change 10,858 $2.7M
Abundance Wealth Counselors 0.39% Add +9.3% 10,848 $2.7M
Cottage Street Advisors LLC 1.17% Reduce -16.3% 10,818 $2.7M
Pennant Select, LLC 1.36% No change 10,800 $2.7M
Metis Global Partners, LLC 0.07% Add +188.6% 10,711 $2.7M
Harmony Asset Management LLC 0.82% Add +10.3% 10,706 $2.7M
Citizens Financial Group Inc. 0.04% Add +13.2% 10,670 $2.7M
Bowen Hanes & Co. Inc. 0.07% No change 10,645 $2.7M
Mufg Securities Americas Inc. 0.17% New 10,585 $2.7M
Praxis Investment Management Inc. 0.16% No change 10,544 $2.6M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.8% 10,542 $2.6M
Chicago Partners Investment Group LLC 0.06% Add +43.6% 8,649 $2.6M
Everhart Financial Group, Inc. 0.22% Add +27.3% 10,522 $2.6M
Meeder Advisory Services, Inc. 0.11% Add +2.3% 10,516 $2.6M
Coldstream Capital Management Inc. 0.03% Add +6.9% 10,499 $2.6M
Securian Asset Management, Inc. 0.10% New 10,378 $2.6M
Diversify Wealth Management, LLC 0.05% New 8,469 $2.6M
Numerai GP LLC 0.26% Add +725.0% 10,296 $2.6M
Carl P. Sherr & Co., LLC 1.21% Reduce -1.4% 10,270 $2.6M
Fiduciary Family Office, LLC 0.73% Reduce -0.8% 10,214 $2.6M
Quantum Private Wealth, LLC 0.79% Add +0.2% 10,211 $2.6M
Platinum Investment Management Ltd. 0.64% Reduce -15.9% 10,127 $2.5M
Tealwood Asset Management Inc. 1.15% New 10,099 $2.5M
Blue Line Capital, LLC / IL 2.86% Reduce -4.9% 10,098 $2.5M
Virtus Investment Advisers, LLC 0.69% Add +0.2% 10,030 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% No change 10,012 $2.5M
Union Square Park Capital Management, LLC 2.19% New 10,000 $2.5M
Longaeva Partners L.P. 0.12% New 9,966 $2.5M
Truxt Investmentos Ltda. 1.60% — 9,630 $2.5M
Canada Post Corp Registered Pension Plan 0.10% New 9,660 $2.4M
Integrated Advisors Network LLC 0.13% Reduce -22.0% 9,640 $2.4M
Brendel Financial Advisors LLC 1.19% New 9,606 $2.4M
Wahed Invest LLC 0.31% Reduce -4.3% 9,582 $2.4M
Parallel Advisors, LLC 0.04% Add +18.1% 9,564 $2.4M
Shelton Wealth Management, LLC 1.05% Reduce -30.9% 9,552 $2.4M
Gabelli Funds LLC 0.02% Reduce -13.6% 9,500 $2.4M
StoneCrest Wealth Management, Inc. 1.01% Reduce -4.1% 9,484 $2.4M
PW Nova Financial Services LLC 0.65% New 9,475 $2.4M
Phoenix Financial Ltd. 0.02% Reduce -30.4% 9,411 $2.4M
Guggenheim Capital LLC 0.02% New 9,388 $2.4M
Sound View Wealth Advisors Group, LLC 0.16% Reduce -7.4% 9,371 $2.3M
Fisher Funds Management LTD 0.07% No change 9,298 $2.3M
China Universal Asset Management Co., Ltd. 0.18% Add +47.8% 9,271 $2.3M
Kingswood Wealth Advisors, LLC 0.11% Reduce -2.5% 9,228 $2.3M
Independent Advisor Alliance 0.02% Reduce -85.4% 9,219 $2.3M
Altrafin AG 0.82% New 9,206 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -84.9% 9,060 $2.3M
Oakmont Investment Advisors, Inc. 2.08% Add +5.1% 9,052 $2.3M
Kennedy Investment Group, Inc. 0.88% Reduce -4.8% 9,018 $2.3M
Valley Wealth Managers, Inc. 0.15% Add +275.9% 8,991 $2.3M
EP Wealth Advisors, LLC 0.01% Add +43.1% 8,926 $2.2M
New Wave Wealth Advisors LLC 0.78% Add +28.5% 8,913 $2.2M
Harbor Investment Advisory, LLC 0.18% Add +0.9% 8,903 $2.2M
Trek Financial, LLC 0.12% New 8,842 $2.2M
Herbst Group, LLC 1.36% New 8,800 $2.2M
Ring Mountain Capital, LLC 1.20% Add +1.4% 8,785 $2.2M
Pine Valley Investments Ltd Liability Co 0.11% New 8,758 $2.2M
J. Safra Sarasin Holding AG 0.04% Reduce -12.2% 8,747 $2.2M
Signaturefd, LLC 0.03% Add +20.8% 8,721 $2.2M
Westover Capital Advisors, LLC 0.40% Reduce -1.1% 8,691 $2.2M
Galaxy Digital Capital Management GP LLC 2.78% Reduce -58.5% 8,630 $2.2M
SMART Wealth LLC 0.63% Add +125.4% 8,574 $2.1M
Level Four Advisory Services, LLC 0.07% Reduce -16.1% 8,554 $2.1M
Flputnam Investment Management Co. 0.03% Reduce -0.3% 8,515 $2.1M
Valeo Financial Advisors, LLC 0.05% Reduce -4.8% 8,502 $2.1M
Foresight Group Ltd Liability Partnership 0.38% Add +97.8% 9,076 $2.1M
Highland Capital Management, LLC 0.11% Add +108.8% 8,466 $2.1M
Shariaportfolio, Inc. 0.93% Reduce -29.6% 8,414 $2.1M
Harvest Investment Services, LLC 0.38% Reduce -1.3% 8,377 $2.1M
CreativeOne Wealth, LLC 0.05% Reduce -14.9% 8,334 $2.1M
WESPAC Advisors SoCal, LLC 0.44% New 8,293 $2.1M
E. Ohman J:or Asset Management AB 0.05% Reduce -3.5% 8,292 $2.1M
Chesley Taft & Associates LLC 0.09% Reduce -13.6% 8,145 $2.0M
Key Client Fiduciary Advisors, LLC 0.70% Add +3.6% 8,105 $2.0M
Quantbot Technologies LP 0.08% Reduce -84.8% 8,103 $2.0M
Principal Securities, Inc. 0.03% Add +16.5% 8,070 $2.0M
Oddo BHF Asset Management Sas 0.08% New 8,062 $2.0M
Caprock Group, LLC 0.05% Add +158.2% 8,000 $2.0M
New Paradigm Capital Management, LLC 4.28% — 8,000 $2.0M
Rithm Capital Corp. 3.49% Add +14.3% 8,000 $2.0M
Total Clarity Wealth Management, Inc. 0.47% Reduce -33.5% 7,998 $2.0M
Intellectus Partners, LLC 0.41% Reduce -4.2% 7,925 $2.0M
Parisi Gray Wealth Management 0.47% Add +102.5% 7,912 $2.0M
Kingsview Wealth Management, LLC 0.03% Add +9.6% 7,901 $2.0M
Dynamic Advisor Solutions LLC 0.06% Add +4.6% 7,881 $2.0M
Arthur M. Cohen & Associates, LLC 0.35% Add +14.3% 7,605 $2.0M
NorthCrest Asset Manangement, LLC 0.06% Reduce -5.2% 7,513 $2.0M
Congress Asset Management Co. 0.01% No change 7,800 $2.0M
Cladis Investment Advisory, LLC 1.07% Reduce -18.9% 7,785 $2.0M
L & S Advisors Inc 0.24% Reduce -47.9% 7,747 $1.9M
WealthPlan Investment Management, LLC 0.11% Reduce -8.1% 7,697 $1.9M
Keybank National Association 0.01% Add +3.2% 7,607 $1.9M
Sivia Capital Partners, LLC 0.37% Add +38.3% 7,596 $1.9M
Titiun Yejiel 1.93% Reduce -12.3% 7,590 $1.9M
Alps Advisors Inc. 0.01% Reduce -23.4% 7,509 $1.9M
Waddell & Associates, LLC 0.11% Add +29.9% 7,502 $1.9M
Qtron Investments LLC 0.25% No change 7,501 $1.9M
AE Wealth Management LLC 0.01% Reduce -16.0% 7,460 $1.9M
Agf Management Ltd. 0.01% Reduce -29.6% 7,421 $1.9M
AIA Group Ltd 0.03% No change 7,392 $1.9M
World Investment Advisors 0.03% Add +14.2% 7,373 $1.8M
Waterloo Capital, L.P. 0.13% Reduce -15.3% 7,368 $1.8M
Innovative Asset Advisors Group, LLC 1.06% — 7,349 $1.8M
Richmond Investment Services, LLC 0.30% Reduce -8.4% 7,343 $1.8M
MASTERINVEST Kapitalanlage GmbH 0.19% Reduce -19.3% 7,336 $1.8M
LDR Capital Management LLC 3.58% No change 7,301 $1.8M
DSG Capital Advisors, LLC 0.29% Add +10.3% 7,274 $1.8M
Arlington Capital Management, Inc. 1.03% Reduce -7.8% 7,269 $1.8M
MRA Advisory Group 0.74% Add +3.8% 7,265 $1.8M
Gsa Capital Partners LLP 0.11% Add +17.6% 7,241 $1.8M
Essential Partners LLC 0.61% Add +2.0% 7,239 $1.8M
Ritholtz Wealth Management 0.03% Add +137.5% 7,238 $1.8M
Perbak Capital Partners LLP 0.45% Add +1.8% 7,220 $1.8M
Emerald Advisers, LLC 0.06% No change 7,216 $1.8M
Parcion Private Wealth LLC 0.11% Add +9.8% 7,183 $1.8M
Hudson Bay Capital Management LP 0.01% Reduce -99.3% 7,142 $1.8M
Delta Investment Management, LLC 0.32% Reduce -2.5% 7,128 $1.8M
Centaurus Financial, Inc. 0.08% Add +30.6% 7,119 $1.8M
Daymark Wealth Partners, LLC 0.06% Add +4.8% 7,090 $1.8M
EverSource Wealth Advisors, LLC 0.05% Add +41.3% 7,036 $1.8M
Clearstead Advisors, LLC 0.02% Add +4.4% 7,011 $1.8M
Sanders Morris Harris LLC 0.28% New 7,000 $1.8M
Siemens Fonds Invest GmbH 0.10% Add +1.8% 6,968 $1.7M
Cloverfields Capital Group, LP 0.56% No change 6,925 $1.7M
Stevens Capital Management LP 0.26% Reduce -45.5% 6,856 $1.7M
Wealth Effects LLC 0.61% No change 6,851 $1.7M
OneAscent Financial Services LLC 0.09% Reduce -4.3% 6,774 $1.7M
XTX Topco Ltd 0.03% Reduce -72.2% 6,758 $1.7M
Peterson Wealth Services 0.42% Reduce -0.4% 6,754 $1.7M
GMO 0.00% New 6,748 $1.7M
Belpointe Asset Management LLC 0.06% Reduce -28.0% 6,746 $1.7M
Investment Research Partners LLC 0.69% Add +3.1% 6,742 $1.7M
Brookstone Capital Management 0.02% Add +183.4% 6,725 $1.7M
Gardner Lewis Asset Management L P 0.36% Reduce -19.2% 6,722 $1.7M
Evolve Private Wealth, LLC 0.09% Add +11.2% 6,689 $1.7M
Brooklyn Investment Group 0.05% Add +45.5% 6,670 $1.7M
BankChampaign, National Association 1.65% Reduce -5.7% 6,651 $1.7M
Fideuram Asset Management (Ireland) dac 0.21% Add +29.2% 6,864 $1.7M
Ellevest, Inc. 0.23% Add +6.0% 6,641 $1.7M
GM Advisory Group, LLC 0.06% Reduce -15.7% 6,631 $1.7M
FSA Advisors, Inc. 1.09% Add +6.1% 6,592 $1.7M
Capstone Investment Advisors, LLC 0.02% Reduce -86.4% 6,560 $1.6M
Brown Advisory Inc. 0.00% Add +12.0% 6,534 $1.6M
Wincap Financial LLC 1.08% New 6,454 $1.6M
Cresset Asset Management, LLC 0.01% Add +63.2% 6,436 $1.6M
Arax Advisory Partners 0.05% Add +46.6% 6,235 $1.6M
Simon Quick Advisors, LLC 0.07% Reduce -11.2% 6,405 $1.6M
Dymon Asia Capital (singapore) Pte. LTD. 0.35% Reduce -53.1% 6,360 $1.6M
Assetmark, Inc. 0.00% Add +91.4% 6,352 $1.6M
Elevation Point Wealth Partners, LLC 0.04% Reduce -11.4% 6,344 $1.6M
Concorde Asset Management, LLC 0.77% Reduce -50.6% 6,303 $1.6M
Fortitude Advisory Group L.L.C. 0.71% Add +70.5% 6,302 $1.6M
Richard W. Paul & Associates, LLC 0.52% Reduce -10.7% 6,219 $1.6M
Broderick Brian C 0.29% New 6,200 $1.6M
Engineers Gate Manager LP 0.02% Reduce -93.0% 6,196 $1.6M
McLaughlin Asset Management, Inc. 1.47% Reduce -9.8% 6,151 $1.5M
IAM Advisory, LLC 0.34% Reduce -1.4% 6,134 $1.5M
WealthTrust Asset Management, LLC 0.91% Reduce -1.2% 6,112 $1.5M
Vise Technologies, Inc. 0.03% No change 9,414 $1.5M
Golden State Wealth Management, LLC 0.17% Add +16.6% 6,086 $1.5M
Fourpath Capital Management, LLC 0.22% Add +261.5% 6,066 $1.5M
Westport Asset Management Inc. 0.66% Reduce -25.0% 6,000 $1.5M
Steel Grove Capital Advisors, LLC 0.16% Add +0.1% 5,999 $1.5M
Walser Wealth Management Company, A Ltd Liability Co 0.67% Reduce -0.7% 5,994 $1.5M
Wright Investors Service Inc. 0.47% Add +11.9% 5,994 $1.5M
Bull Harbor Capital LLC 0.40% — 5,908 $1.5M
Berbice Capital Management LLC 0.97% No change 5,900 $1.5M
Marin Bay Wealth Advisors, LLC 0.89% Reduce -0.9% 5,877 $1.5M
MCF Advisors LLC 0.06% Add +7.9% 5,877 $1.5M
Compound Planning, Inc. 0.05% Add +17.1% 5,833 $1.5M
Aspire Private Capital, LLC 0.33% Reduce -18.0% 5,791 $1.5M
Tempo Wealth, LLC 0.25% Add +9.3% 5,790 $1.5M
San Luis Wealth Advisors LLC 0.24% Add +6.0% 5,773 $1.4M
EdgeRock Capital LLC 0.39% Reduce -28.3% 5,763 $1.4M
Stock Yards Bank & Trust Co. 0.04% Reduce -0.9% 5,763 $1.4M
GAM Holding AG 0.13% Add +34.0% 5,748 $1.4M
S.A. Mason LLC 0.54% Reduce -0.3% 5,712 $1.4M
Sidoxia Capital Management, LLC 1.24% — 5,710 $1.4M
Fifth Third Wealth Advisors LLC 0.05% Add +139.8% 5,695 $1.4M
Formidable Asset Management, LLC 0.22% Reduce -1.8% 8,792 $1.4M
Silverleafe Capital Partners, LLC 0.43% New 5,637 $1.4M
Plancorp, LLC 0.04% Reduce -10.1% 4,785 $1.4M
Integrity Alliance, Llc. 0.05% Add +6.5% 5,625 $1.4M
Oxford Wealth Group, LLC 0.77% Reduce -4.9% 5,615 $1.4M
Precision Wealth Strategies, LLC 0.47% Add +0.1% 5,608 $1.4M
Caitong International Asset Management Co., Ltd 0.26% Add +40.5% 5,594 $1.4M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -3.4% 5,933 $1.4M
CoreCap Advisors, LLC 0.05% Reduce -14.1% 5,512 $1.4M
Astoria Portfolio Advisors LLC. 0.29% Add +3.5% 4,284 $1.4M
Williamson Legacy Group, LLC 1.03% New 5,509 $1.4M
Hartford Funds Management Co LLC 0.12% Reduce -21.5% 5,495 $1.4M
Cornerstone Wealth Management, LLC 0.07% Add +1.9% 5,453 $1.4M
DB&C Advisors, LLC 1.77% Reduce -0.4% 5,448 $1.4M
Hilton Head Capital Partners, LLC 0.77% Reduce -1.8% 5,431 $1.4M
Catalyst Capital Advisors LLC 0.03% No change 5,425 $1.4M
Graham Capital Management, L.P. 0.06% Reduce -66.8% 5,400 $1.4M
Eastern Bank 0.02% Add +0.9% 5,380 $1.3M
Evoke Wealth, LLC 0.02% Add +25.8% 5,356 $1.3M
Toth Financial Advisory Corp. 0.15% Add +70.3% 5,330 $1.3M
Hobbs Group Advisors, LLC 0.40% Reduce -6.4% 5,329 $1.3M
Clear Harbor Asset Management, LLC 0.09% Add +0.3% 5,307 $1.3M
McDonald Partners LLC 0.31% Add +7.0% 5,268 $1.3M
Insight Wealth Partners, LLC 0.53% Add +0.1% 5,260 $1.3M
Burling Wealth Partners, LLC 0.21% Add +0.2% 5,240 $1.3M
Accent Capital Management, LLC 0.63% Add +0.4% 5,226 $1.3M
71 West Capital Partners 0.06% Add +5.6% 5,225 $1.3M
Quantum Portfolio Management LLC 0.57% Reduce -1.0% 5,205 $1.3M
Wedmont Private Capital 0.04% Add +24.3% 4,637 $1.3M
Hazlett, Burt & Watson, Inc. 0.41% Add +0.2% 5,139 $1.3M
Presidio Capital Management, LLC 0.38% Add +0.9% 5,163 $1.3M
Hudock, Inc. 0.19% Reduce -8.7% 5,116 $1.3M
GAMMA Investing LLC 0.06% Add +38.3% 5,089 $1.3M
Win Advisors, Inc. 0.58% Reduce -8.3% 5,082 $1.3M
LMR Partners LLP 0.02% Reduce -92.8% 5,075 $1.3M
JBR Co Financial Management Inc 0.53% No change 7,817 $1.3M
Fiduciary Trust Co 0.01% Add +4.9% 5,046 $1.3M
Hunting Hill Global Capital, LLC 1.51% Reduce -52.3% 5,043 $1.3M
Segment Wealth Management, LLC 0.07% Reduce -0.0% 5,042 $1.3M
Balyasny Asset Management L.P. 0.00% New 5,037 $1.3M
RFG Advisory, LLC 0.02% Add +64.2% 5,033 $1.3M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -55.3% 5,009 $1.3M
Harbor Advisors LLC 0.18% No change 5,000 $1.3M
Regal Partners Ltd 0.07% Add +100.0% 5,000 $1.3M
WT Asset Management Ltd 0.03% Reduce -98.6% 5,000 $1.3M
Fortress Private Ledger, LLC 0.39% Add +5.8% 4,998 $1.3M
Central Pacific Bank - Trust Division 0.17% Reduce -16.7% 4,989 $1.3M
New England Research & Management, Inc. 0.52% Reduce -41.3% 4,950 $1.2M
AlTi Global, Inc. 0.03% Add +0.2% 4,945 $1.2M
Dover Advisors, LLC 0.50% Reduce -26.0% 4,870 $1.2M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -51.4% 4,870 $1.2M
Calydon Capital 0.20% Reduce -16.2% 4,846 $1.2M
NBZ Investment Advisors LLC 0.53% New 4,805 $1.2M
Veracity Capital LLC 0.43% Reduce -14.7% 4,797 $1.2M
Strategic Investment Advisors / MI 0.08% Add +66.9% 4,756 $1.2M
Kepler Cheuvreux (Suisse) SA 0.08% Reduce -12.6% 4,750 $1.2M
HighPoint Advisor Group LLC 0.05% Reduce -82.4% 4,746 $1.2M
Claro Advisors Inc. 0.14% Add +10.1% 4,728 $1.2M
Fox Run Management, L.L.C. 0.21% Add +25.1% 5,058 $1.2M
Pincus Capital Management, LP 0.82% Add +0.8% 4,713 $1.2M
C M Bidwell & Associates Ltd. 0.55% Reduce -0.6% 4,692 $1.2M
Dynasty Wealth Management, LLC 0.01% Reduce -6.7% 4,686 $1.2M
Quadcap Wealth Management, LLC 0.13% Reduce -11.4% 4,680 $1.2M
Lederer & Associates Investment Counsel 0.82% Reduce -3.2% 4,624 $1.2M
J.P. Marvel Investment Advisors, LLC 0.16% No change 4,600 $1.2M
Hillsdale Investment Management Inc. 0.03% New 4,600 $1.2M
Capital Analysts, LLC 0.03% Reduce -30.4% 4,589 $1.1M
Certuity, LLC 0.07% Add +96.2% 4,502 $1.1M
Ausdal Financial Partners, Inc. 0.05% Add +13.8% 4,496 $1.1M
Ascentis Independent Advisors 0.09% Add +51.6% 4,496 $1.1M
Kane Investment Management, Inc. 0.58% Add +2.6% 4,491 $1.1M
D.A. Davidson & Co. 0.01% Reduce -14.9% 4,470 $1.1M
Moneco Advisors, LLC 0.09% Add +0.1% 4,430 $1.1M
Rothschild Investment LLC 0.06% Add +64.8% 4,424 $1.1M
Frank, Rimerman Advisors LLC 0.07% Add +20.0% 4,418 $1.1M
Tripletail Wealth Management, LLC 1.51% Reduce -9.6% 4,236 $1.1M
Huntleigh Advisors, Inc. 0.19% Add +7.6% 4,408 $1.1M
Globeflex Capital L P 0.17% No change 4,400 $1.1M
Savant Capital, LLC 0.01% Add +21.1% 4,371 $1.1M
Outlook Wealth Advisors, LLC 0.26% Reduce -2.2% 4,358 $1.1M
LaSalle St. Investment Advisors, LLC 0.15% Add +0.4% 4,338 $1.1M
RFG - Bristol Wealth Advisors, LLC 0.29% Reduce -7.5% 4,317 $1.1M
Sax Wealth Advisors, LLC 0.05% No change 6,666 $1.1M
Edgestream Partners, L.P. 0.04% New 4,308 $1.1M
MBL Wealth, LLC 0.08% Add +28.2% 4,273 $1.1M
Heritage Trust Co 0.11% Add +2.5% 4,255 $1.1M
Lotus Technology Management, LP 3.93% New 4,240 $1.1M
GLOBALT Investments LLC / GA 0.04% Reduce -1.0% 4,238 $1.1M
Argent Trust Co 0.04% Reduce -12.7% 4,235 $1.1M
Inspire Advisors, LLC 0.09% Add +2.9% 4,223 $1.1M
Harbour Investments, Inc. 0.02% Reduce -33.1% 4,220 $1.1M
Greenline Wealth Management LLC 1.21% Add +2.6% 4,186 $1.0M
Bison Wealth, LLC 0.10% Add +8.8% 2,828 $1.0M
Prestige Wealth Management Group LLC 0.21% Reduce -21.2% 4,171 $1.0M
Bluebird Wealth Management LLC 1.07% Add +3.9% 4,163 $1.0M
Wbi Investments, LLC 0.29% Reduce -20.5% 4,136 $1.0M
Millington Securities, LLC 0.29% — 4,136 $1.0M
Trinity Financial Advisors LLC 0.29% Reduce -6.8% 4,127 $1.0M
Bridges Investment Management Inc. 0.01% Add +0.5% 4,125 $1.0M
Global Assets Advisory, LLC 0.30% Reduce -12.1% 4,115 $1.0M
Element Pointe Advisors, LLC 0.19% Reduce -52.8% 4,102 $1.0M
Bedell Frazier Investment Counselling, LLC 0.21% Reduce -4.1% 4,095 $1.0M
United Asset Strategies, Inc. 0.08% New 4,023 $1.0M
Annis Gardner Whiting Capital Advisors, LLC 0.16% Add +2.0% 4,021 $1.0M
Pension & Wealth Management Advisors, Inc. 0.30% Reduce -11.9% 4,006 $1.0M
Van Eck Associates Corp. 0.00% Add +5.1% 3,973 $996K
Wealthedge Investment Advisors, LLC 0.36% Add +1.5% 3,959 $992K
Alta Wealth Advisors LLC 0.32% Add +5.6% 3,949 $990K
CenterStar Asset Management, LLC 0.95% New 3,946 $989K
Maridea Wealth Management LLC 0.14% New 3,942 $988K
WealthBridge Capital Management, LLC 0.23% Reduce -11.7% 3,930 $985K
Swisher Financial Concepts, Inc. 0.55% Add +0.8% 3,922 $983K
Fi3 FINANCIAL ADVISORS, LLC 0.28% Add +12.3% 3,911 $980K
PDS Planning, Inc 0.06% Add +7.5% 3,890 $975K
Retireful, LLC 1.37% New 3,879 $972K
Calton & Associates, Inc. 0.14% Reduce -18.2% 3,858 $967K
Mason & Associates Inc 0.19% Add +0.1% 4,126 $966K
Washington Capital Management, Inc. 0.82% Reduce -18.1% 3,850 $965K
Seelaus Asset Management LLC 0.70% No change 3,850 $965K
Profund Advisors LLC 0.04% New 3,841 $962K
Tactive Advisors, LLC 0.27% Add +32.2% 3,830 $960K
BostonPremier Wealth LLC 0.50% No change 3,828 $959K
Pinkerton Wealth, LLC 0.09% Add +2.0% 5,905 $957K
Exencial Wealth Advisors, LLC 0.03% Add +5.3% 3,808 $954K
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 3,780 $947K
HBK Sorce Advisory LLC 0.02% Add +20.9% 2,780 $945K
PARUS FINANCE (UK) Ltd 0.28% Reduce -14.5% 3,770 $945K
Herold Advisors, Inc. 0.21% Reduce -12.2% 3,767 $944K
Magnolia Capital Management Ltd. 0.63% Add +20.6% 3,740 $937K
Hantz Financial Services, Inc. 0.01% Reduce -2.3% 3,741 $937K
DRW Securities, LLC 0.05% Reduce -7.3% 3,728 $934K
Tower Research Capital LLC (TRC) 0.02% Add +55.6% 3,726 $934K
MWA Asset Management 0.51% Add +15.3% 3,720 $932K
Leavell Investment Management, Inc. 0.04% Reduce -2.9% 3,719 $932K
Algebris (uk) Ltd. 0.07% Reduce -20.7% 3,717 $930K
Daybright Advisory Services, Inc. 0.26% Reduce -55.8% 3,705 $928K
Smith, Moore & Co. 0.07% Reduce -4.2% 3,693 $925K
Mosley Wealth Management 0.42% Add +1.0% 6,124 $924K
Americana Partners, LLC 0.02% Add +22.2% 3,677 $921K
Aureus Asset Management, LLC 0.06% No change 3,673 $920K
LightSquare Wealth Management, LLC 0.69% — 3,672 $920K
Kingsman Wealth Management, Inc. 0.51% Reduce -67.7% 3,658 $917K
GC Wealth Management RIA, LLC 0.04% Add +5.8% 3,649 $914K
Private Trust Co. NA 0.08% Reduce -14.1% 3,648 $914K
Birch Hill Investment Advisors LLC 0.04% Add +30.6% 3,625 $908K
National Wealth Management Group, LLC 0.34% Reduce -35.7% 3,612 $905K
Axq Capital, LP 0.12% Reduce -47.0% 3,612 $905K
Cigna Investments Inc. 0.14% Reduce -2.5% 3,602 $902K
Advyzon Investment Management, LLC 0.08% Add +12.0% 3,584 $898K
AdvisorNet Financial, Inc 0.05% Add +319.4% 3,573 $895K
Glenmede Trust Co. NA 0.00% New 3,553 $890K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -39.8% 3,549 $889K
Rakuten Securities, Inc. 0.37% Reduce -50.4% 3,545 $888K
Accurate Wealth Management, LLC 0.11% Add +13.1% 3,007 $887K
Moneta Group Investment Advisors LLC 0.01% Add +0.3% 3,511 $880K
Mindset Wealth Management, LLC 0.24% Reduce -10.7% 3,507 $879K
Hummer Financial Advisory Services Inc 0.62% No change 3,500 $877K
Icon Wealth Advisors, LLC 0.06% Reduce -0.5% 2,853 $874K
Acumen Wealth Advisors, LLC 0.23% Add +1547.9% 3,477 $871K
Ballentine Partners, LLC 0.01% Add +14.6% 3,453 $865K
Dara Capital Us, Inc. 0.82% Add +2.1% 3,439 $862K
Ameritas Investment Partners, Inc. 0.03% New 3,431 $860K
Atlatl Advisers LLC 0.63% No change 3,410 $854K
Advisors Capital Management, LLC 0.01% Add +2.7% 3,404 $853K
Fort Sheridan Advisors LLC 0.10% Reduce -0.4% 3,396 $851K
Advisor OS, LLC 0.06% Reduce -1.2% 3,391 $850K
Beacon Financial Planning, Inc. 0.33% New 3,378 $846K
West Michigan Advisors, LLC 0.19% New 3,373 $845K
Caldwell Investment Management Ltd. 0.33% New 3,600 $844K
Clear Creek Financial Management, LLC 0.06% Reduce -9.7% 3,347 $839K
Concentrum Wealth Management 0.25% Add +1.1% 3,340 $837K
SCS Capital Management LLC 0.01% Reduce -0.6% 3,329 $834K
Reliant Investment Partners, LLC 0.69% Add +29.2% 3,328 $834K
Brown Brothers Harriman & Co. 0.00% Add +1487.5% 3,302 $827K
1776 Wealth LLC 0.32% Add +1.6% 3,286 $823K
CHICAGO TRUST Co NA 0.13% Add +78.6% 3,267 $819K
Grandview Asset Management LLC 0.24% Reduce -5.4% 3,264 $818K
Levin Capital Strategies, L.P. 0.06% Add +781.3% 3,243 $813K
ABN AMRO Bank N.V. 0.01% New 3,209 $809K
CENTRAL TRUST Co 0.02% Add +42.6% 3,228 $809K
Biltmore Family Office, LLC 0.11% New 3,214 $805K
Exchange Traded Concepts, LLC 0.01% Add +132.7% 3,202 $802K
Sowell Financial Services LLC 0.03% Add +5.5% 3,200 $802K
Redwood Financial Network Corp 0.53% Reduce -9.7% 3,197 $801K
Jacobi Capital Management LLC 0.04% Add +7.8% 3,193 $800K
Liberty Wealth Management LLC 0.10% Reduce -11.4% 3,186 $800K
State of Wyoming 0.09% Reduce -7.0% 3,192 $800K
Titleist Asset Management, LLC 0.06% Reduce -18.5% 3,176 $796K
Caerus Investment Advisors, LLC 0.33% Add +44.5% 3,163 $793K
Aaron Wealth Advisors LLC 0.05% Add +26.4% 3,158 $791K
Legato Capital Management LLC 0.07% No change 3,146 $788K
Schmidt P J Investment Management Inc. 0.13% Add +2.8% 3,138 $786K
Jefferies Financial Group Inc. 0.01% Reduce -94.1% 3,132 $785K
Forefront Wealth Partners, LLC 0.33% Reduce -36.7% 3,130 $784K
Wealth Intelligence, LLC 0.37% New 3,111 $780K
Holderness Investments Co. 0.16% Add +69.2% 3,111 $780K
Curi Capital, LLC 0.01% Add +60.3% 3,088 $774K
Fairfield Financial Advisors, LTD 0.27% Add +19.7% 3,068 $769K
SFE Investment Counsel 0.12% Add +1.1% 3,052 $765K
American Trust 0.07% Reduce -21.8% 3,040 $762K
Savvy Advisors, Inc. 0.02% Add +114.4% 3,032 $760K
Banco Santander, S.A. 0.01% Reduce -49.9% 3,024 $758K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +30.2% 3,021 $757K
Rational Advisors, Inc. 0.08% New 3,021 $757K
Trivant Custom Portfolio Group, LLC 0.41% New 3,011 $754K
Aspetuck Financial Management LLC 0.52% No change 3,003 $752K
Altfest L J & Co. Inc. 0.08% New 2,994 $750K
Philadelphia Trust Co. 0.05% Add +20.2% 2,975 $745K
True Vision MN LLC 0.38% Reduce -3.2% 2,967 $743K
DAVENPORT & Co LLC 0.00% Add +5.3% 2,964 $743K
Sagespring Wealth Partners, LLC 0.01% Add +6.0% 2,962 $742K
Nemes Rush Group LLC 0.07% Reduce -0.1% 2,962 $742K
Opinicus Capital, Inc. 0.52% Reduce -18.6% 2,960 $742K
Sharp Wealth Advisory, LLC 0.37% Reduce -1.7% 2,955 $740K
Alta Capital Management LLC/ 0.06% Add +0.0% 2,943 $738K
Hohimer Wealth Management, LLC 0.09% Reduce -53.0% 2,942 $737K
B & T Capital Management DBA Alpha Capital Management 0.11% Add +15.6% 2,934 $735K
Guerra Pan Advisors, LLC 0.45% No change 2,930 $734K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 2,922 $732K
Investors Asset Management of Georgia Inc. /Ga/ 0.30% No change 2,920 $732K
Magnus Financial Group LLC 0.06% Add +17.0% 2,903 $727K
Almanack Investment Partners, LLC. 0.12% Reduce -2.6% 2,900 $727K
Earned Wealth Advisors, LLC 0.05% Add +9.7% 2,890 $724K
LexAurum Advisors, LLC 0.09% — 2,889 $724K
Dudley Capital Management, LLC 0.32% Reduce -17.3% 2,875 $720K
Optas, LLC 0.11% Reduce -0.5% 2,866 $718K
Petredis Investment Advisors LLC 0.06% No change 2,861 $717K
Tudor Investment Corporation 0.00% New 2,861 $717K
Atticus Wealth Management, LLC 0.19% Reduce -2.9% 2,845 $713K
World Equity Group, Inc. 0.18% Add +3.5% 2,842 $712K
Smartleaf Asset Management LLC 0.03% Add +15.5% 3,037 $711K
Leo Wealth, LLC 0.05% Reduce -6.6% 2,838 $711K
Fiduciary Financial Group, LLC 0.09% Reduce -16.4% 2,818 $706K
Willner & Heller, LLC 0.53% Reduce -17.0% 2,813 $705K
Bluesphere Advisors LLC 0.25% Reduce -7.9% 2,809 $704K
Markin Volterra Fund LP 6.56% Add +15.5% 2,805 $703K
Great Lakes Advisors, LLC 0.01% Add +0.3% 2,794 $700K
Horizon Family Wealth, Inc. 0.37% Reduce -17.2% 2,777 $696K
Jackson Thornton Wealth Management, LLC 0.06% Add +11.5% 2,352 $694K
Larson Financial Group LLC 0.02% Reduce -6.9% 2,757 $691K
Beese Fulmer Investment Management, Inc. 0.04% New 2,726 $683K
Philip James Wealth Mangement, LLC 0.08% Reduce -0.6% 2,716 $681K
Founders Financial Securities LLC 0.04% Reduce -2.2% 2,363 $680K
BTG Pactual Asset Management US LLC 0.07% Reduce -20.9% 2,698 $676K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -10.6% 2,677 $671K
Cambria Investment Management, L.P. 0.04% Add +107.5% 2,671 $669K
Moran Wealth Management, LLC 0.02% New 2,660 $667K
Sunpointe, LLC 0.22% New 2,653 $665K
Roman Butler Fullerton & Co. 0.18% Add +0.4% 2,366 $665K
Aptus Capital Advisors, LLC 0.01% Add +23.8% 2,650 $664K
Range Financial Group LLC 0.22% Add +7.1% 2,621 $657K
First Community Trust NA 0.48% Add +23.2% 2,606 $653K
Strategies Wealth Advisors, LLC 0.07% Reduce -32.4% 2,589 $649K
J2 Capital Management Inc 0.44% New 2,588 $649K
Supplemental Annuity Collective Trust of NJ 0.18% New 2,587 $648K
Financial Partners Group, Inc 0.08% Reduce -5.5% 2,586 $648K
Beacon Financial Advisory LLC 0.15% Add +7.9% 2,585 $648K
Argonautica Private Wealth Management, Inc. 0.20% New 2,585 $648K
GeoWealth Management, LLC 0.02% Reduce -1.9% 2,584 $648K
Townsquare Capital LLC 0.14% New 2,565 $643K
Millennium Capital Advisors, LLC 0.40% Add +4.2% 2,561 $642K
GWN Securities Inc. 0.12% Add +8.9% 2,553 $640K
Frec Markets, Inc. 0.11% New 2,551 $639K
Pitcairn Wealth Advisors LLC 0.06% No change 3,930 $637K
Rothschild Wealth LLC 0.06% New 2,536 $635K
Tyche Wealth Partners LLC 0.10% Add +24.7% 2,527 $633K
Blue Trust, Inc. 0.01% Add +129.0% 2,498 $626K
Costello Asset Management, INC 0.22% Reduce -39.0% 2,497 $626K
Advisory Alpha, LLC 0.02% New 2,495 $625K
Hancock Whitney Corp. 0.01% Reduce -12.1% 1,904 $624K
Sig Brokerage, LP 0.18% New 2,488 $623K
Perpetual Ltd 0.01% Reduce -31.2% 2,487 $623K
Plan A Wealth LLC 0.30% Add +1.7% 2,487 $623K
Sovran Advisors, LLC 0.05% Reduce -93.5% 1,893 $622K
Essex Financial Services, Inc. 0.03% Add +0.6% 2,479 $621K
Foster Victor Wealth Advisors, LLC 0.04% Add +22.1% 1,982 $615K
Abacus Wealth Partners, LLC 0.06% Add +5.8% 2,452 $614K
Leonteq Securities AG 0.04% Reduce -84.0% 2,440 $611K
Hanseatic Management Services Inc. 0.58% — 2,435 $610K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 2,423 $607K
Bigelow Investment Advisors, LLC 0.24% Add +13.0% 2,419 $606K
KERR FINANCIAL PLANNING Corp 0.43% Add +0.1% 2,006 $605K
Requisite Capital Management, LLC 0.11% Add +0.5% 2,415 $605K
Mission Wealth Management, LP 0.01% Reduce -52.4% 2,409 $604K
Optimist Retirement Group LLC 0.27% Reduce -2.2% 2,407 $603K
Neo Ivy Capital Management 0.16% New 2,405 $603K
IKE Capital, LLC 0.34% New 2,400 $601K
Laurion Capital Management LP 0.06% Reduce -60.0% 2,400 $601K
Platform Technology Partners 0.12% Reduce -17.3% 2,398 $601K
Rockland Trust Co. 0.02% Reduce -2.9% 2,382 $597K
Ariadne Wealth Management, LP 0.27% Add +4.5% 2,373 $595K
TigerOak Management, L.L.C. 0.19% Reduce -1.7% 2,363 $592K
Kaufman Rossin Wealth, LLC 0.34% Reduce -25.6% 2,356 $590K
Washburn Capital Management, Inc. 0.34% Reduce -6.0% 2,350 $589K
Pinnacle Financial Partners, Inc. 0.00% Add +26.4% 2,344 $588K
Clear Wave Wealth Management LLC 0.15% — 2,343 $587K
CRA Financial Services, LLC 0.08% Reduce -0.9% 2,328 $583K
HM Payson & Co. 0.01% Reduce -5.0% 2,323 $582K
Partners Capital Investment Group, LLP 0.02% Reduce -17.7% 2,320 $581K
Invested Advisors 0.59% Reduce -1.1% 2,319 $581K
Transcend Capital Advisors, LLC 0.05% Reduce -0.2% 2,318 $581K
Norden Group LLC 0.06% New 2,305 $578K
Simplicity Wealth,LLC 0.03% Add +39.4% 2,297 $576K
Secure Asset Management, LLC 0.09% Add +7.2% 2,290 $574K
Caisse Des Depots Et Consignations 0.01% New 2,282 $572K
Goldenstone Wealth Management LLC 0.41% Add +0.2% 2,269 $568K
Elm3 Financial Group, LLC 0.48% Reduce -2.6% 2,262 $567K
Clay Northam Wealth Management, LLC 0.32% No change 2,250 $564K
Waterfront Wealth Inc. 0.10% Reduce -0.1% 2,250 $564K
Prospect Financial Services LLC 0.34% Reduce -10.8% 2,239 $561K
Ostrum Asset Management 0.03% Reduce -66.5% 2,235 $560K
Oxford Financial Group, LTD. LLC 0.03% New 2,231 $559K
Family Manage LLC 0.07% Add +16.6% 2,223 $557K
Allegiance Financial Group Advisory Services LLC 0.11% Add +52.3% 2,221 $557K
Glass Jacobson Investment Advisors llc 0.19% No change 2,220 $556K
bLong Financial, LLC 0.42% Reduce -18.4% 2,220 $556K
Clark Financial Services Group Inc. 0.31% New 2,210 $554K
SYM FINANCIAL Corp 0.06% Reduce -9.7% 2,209 $554K
Nautilus Advisors LLC 0.38% Add +2.7% 2,199 $551K
Geneos Wealth Management Inc. 0.01% Add +10.2% 2,181 $547K
Bessemer Group Inc. 0.00% Add +282.8% 2,174 $545K
Avise Financial Cooperative, Inc. 0.45% Reduce -7.7% 2,173 $545K
Aire Advisors, LLC 0.10% Add +7.4% 2,170 $544K
QTR Family Wealth, LLC 0.23% Add +74.0% 1,750 $543K
Horizon Investment Services, LLC 0.19% Reduce -1.1% 2,165 $543K
Balance Wealth Partners LLC 0.17% Add +2.9% 2,149 $539K
RMR Wealth Builders 0.04% Add +4.4% 2,146 $538K
LeConte Wealth Management, LLC 0.34% Add +19.8% 2,128 $533K
Modera Wealth Management, LLC 0.01% Add +2.5% 2,126 $533K
Rehmann Capital Advisory Group 0.03% Add +34.4% 2,126 $532K
Ameritas Advisory Services, LLC 0.02% Reduce -7.1% 2,120 $531K
Cyndeo Wealth Partners, LLC 0.03% Reduce -7.9% 2,114 $530K
Ossiam 0.01% Reduce -25.3% 2,112 $529K
Redwood Family Wealth LLC 0.52% Add +0.2% 2,107 $528K
Shay Capital LLC 0.07% Reduce -87.1% 2,100 $526K
NFSG Corp 0.09% Reduce -21.9% 2,098 $526K
Chilton Investment Co. Inc. 0.01% No change 2,096 $525K
GGM Financial LLC 0.24% New 2,092 $524K
FDx Advisors, Inc. 0.17% New 2,093 $524K
Barton Investment Management 0.07% Reduce -5.7% 2,085 $522K
AlphaGrep UK Ltd 0.15% Add +11.3% 2,073 $519K
Gateway Wealth Partners, LLC 0.02% New 2,071 $519K
Measured Wealth Private Client Group, LLC 0.14% Reduce -1.9% 2,066 $518K
Vines Capital Management, LLC 0.51% Reduce -0.3% 2,054 $515K
Investment Management Trust, LLC 0.50% — 2,052 $514K
Dorsey & Whitney Trust CO LLC 0.03% Add +12.5% 2,040 $511K
Visionary Wealth Advisors 0.02% Reduce -2.7% 2,038 $511K
Regal Investment Advisors LLC 0.03% Reduce -2.5% 2,037 $510K
Voleon Capital Management LP 0.01% Add +15.8% 2,035 $510K
Insigneo Advisory Services, LLC 0.04% Add +16.9% 2,034 $510K
Range Advisory, LLC 0.09% New 2,032 $509K
L2 Asset Management, LLC 0.05% Add +7.2% 2,032 $509K
GTS Securities LLC 0.02% Add +33.4% 2,027 $508K
Signature Wealth Management Group 0.19% New 2,023 $507K
Creative Financial Designs Inc. 0.03% Reduce -5.0% 2,021 $506K
Cahill Financial Advisors Inc. 0.05% Add +2.3% 2,019 $506K
Benjamin Edwards Inc. 0.01% Add +7.9% 2,016 $505K
Avail Investment Partners, LLC 0.54% — 2,012 $504K
McGlone Suttner Wealth Management, Inc. 0.07% Reduce -0.1% 2,008 $503K
Investment Partners, LTD. 0.18% No change 2,005 $502K
Gallacher Capital Management LLC 0.19% No change 2,000 $501K
Canton Hathaway, LLC 0.10% No change 2,000 $501K
United Capital Management of KS, Inc. 0.08% New 2,000 $501K
Lebenthal Global Advisors, LLC 0.07% Reduce -0.8% 1,986 $498K
Colonial River Investments, LLC 0.18% Reduce -58.9% 1,981 $496K
F/m Investments LLC 0.03% Reduce -91.9% 1,976 $495K
Raleigh Capital Management Inc. 0.17% Reduce -19.2% 1,971 $494K
OpenArc Corporate Advisory, LLC 0.01% Reduce -4.5% 1,968 $493K
Prelude Capital Management, LLC 0.04% Reduce -62.2% 1,966 $493K
Soltis Investment Advisors LLC 0.03% Add +28.9% 1,965 $492K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -7.0% 1,956 $490K
Foresight Capital Management Advisors, Inc. 0.27% New 1,956 $490K
Narwhal Capital Management 0.04% Reduce -27.5% 1,955 $490K
Baader Bank Aktiengesellschaft 0.05% New 2,105 $490K
Gladstone Institutional Advisory LLC 0.02% Reduce -1.5% 1,949 $488K
IHT Wealth Management, LLC 0.01% Add +9.9% 1,939 $486K
Personal Cfo Solutions, LLC 0.07% Reduce -17.7% 1,934 $485K
Register Financial Advisors LLC 0.18% No change 1,920 $481K
AAFMAA Wealth Management & Trust LLC 0.19% Reduce -52.0% 1,914 $480K
Severin Investments, LLC 0.41% New 1,910 $479K
Onyx Bridge Wealth Group LLC 0.05% Add +2.1% 1,908 $478K
AlphaCore Capital LLC 0.01% New 1,903 $477K
Tred Avon Family Wealth, LLC 0.16% No change 1,898 $476K
Banque Transatlantique SA 0.01% New 1,893 $475K
Archford Capital Strategies, LLC 0.05% Add +19.6% 1,889 $473K
Vann Equity Management LLC 0.33% — 1,869 $468K
Abel Hall, LLC 0.10% Reduce -4.7% 1,865 $467K
Veltria Advisors Corp. 1.55% No change 1,369 $467K
Alvarez & Marsal Private Wealth Partners, LLC 0.07% No change 1,863 $467K
Gryphon Financial Partners LLC 0.05% Reduce -13.6% 1,861 $466K
Aprio Wealth Management, LLC 0.03% Add +41.6% 1,856 $465K
Interchange Capital Partners, LLC 0.15% Reduce -20.3% 3,793 $464K
TD Private Client Wealth LLC 0.01% Add +17.4% 1,842 $462K
Hollencrest Capital Management 0.02% Reduce -22.3% 1,835 $460K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +7.6% 1,833 $459K
Midwest Trust Co 0.01% Add +4.5% 1,827 $458K
Beacon Bridge Wealth Partners, LLC 0.15% Add +0.6% 1,816 $455K
Intrua Financial, LLC 0.05% Reduce -0.1% 1,816 $455K
BSW Wealth Partners 0.06% Add +28.9% 1,814 $455K
Quotient Wealth Partners, LLC 0.01% Add +2.5% 1,813 $454K
Greenleaf Trust 0.00% New 1,805 $452K
Stratos Wealth Advisors, LLC 0.03% Reduce -41.4% 1,801 $452K
Rollins Financial Advisors, LLC 0.07% Add +12.6% 1,801 $451K
Montag A & Associates Inc. 0.02% No change 1,800 $451K
Congress Park Capital LLC 0.14% Reduce -22.6% 1,795 $450K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +138.6% 1,794 $450K
Blueshift Asset Management, LLC 0.14% Add +9.2% 1,775 $445K
First Citizens Bank & Trust Co. 0.01% Reduce -29.3% 1,771 $444K
CenterBook Partners LP 0.02% Reduce -93.1% 1,769 $443K
My Portfolio Guide, LLC 0.24% — 1,767 $443K
Picton Mahoney Asset Management 0.00% New 1,762 $442K
Ethos Financial Group, LLC 0.03% Add +13.4% 1,756 $440K
Bosman Wealth Management, LLC 0.38% Reduce -7.4% 1,723 $432K
Commerzbank Aktiengesellschaft 0.01% New 1,714 $429K
Portside Wealth Group, LLC 0.06% Add +28.8% 1,711 $429K
XML Financial, LLC 0.03% Add +25.3% 1,710 $429K
Sunbelt Securities, Inc. 0.03% Add +18.0% 1,706 $427K
McGuire Investment Group, LLC 0.05% No change 1,688 $423K
Western Financial Corp 0.16% New 1,679 $421K
Ballast Rock Private Wealth LLC 0.23% Add +0.1% 1,678 $420K
Guinness Asset Management LTD 0.01% Reduce -22.5% 1,677 $420K
West Family Investments, Inc. 0.15% Reduce -31.7% 1,667 $418K
Knightsbridge Asset Management, LLC 0.06% New 1,665 $417K
Gen-Wealth Partners Inc 0.13% Add +0.9% 1,661 $416K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +23.8% 1,653 $414K
Bellecapital International Ltd. 0.07% Reduce -46.0% 1,649 $413K
Ingalls & Snyder LLC 0.01% Reduce -37.3% 1,643 $412K
Verus Capital Partners, LLC 0.03% Reduce -59.6% 1,641 $411K
SJS Investment Consulting Inc. 0.05% Add +98.8% 1,634 $410K
Tran Capital Management, L.P. 0.06% No change 1,632 $409K
Poinciana Advisors Group, LLC 0.32% No change 1,623 $407K
Linden Thomas Advisory Services, LLC 0.04% New 1,621 $406K
Enclave Advisors LLC 0.06% Reduce -43.3% 1,615 $405K
Wealth Management Associates, Inc. 0.14% Reduce -43.8% 1,615 $405K
Gilpin Wealth Management, LLC 0.32% Reduce -0.6% 1,595 $400K
Centerpoint Advisory Group 0.30% Add +19.3% 1,586 $397K
Romano Brothers and Company 0.04% New 1,582 $396K
Ruggiero Investments, Inc. 0.38% No change 1,571 $394K
Rathbones Group PLC 0.00% Reduce -2.4% 1,569 $393K
SeaCrest Wealth Management, LLC 0.04% Reduce -5.2% 1,560 $391K
Drive Wealth Management, LLC 0.08% Reduce -6.2% 1,559 $391K
Northwest Wealth Management, LLC 0.06% New 1,558 $390K
Childress Capital Advisors, LLC 0.07% Add +0.1% 1,556 $390K
Wealth Quarterback LLC 0.15% New 1,546 $387K
Monograph Wealth Advisors, LLC 0.04% New 1,545 $387K
Perennial Investment Advisors, LLC 0.03% Add +21.6% 1,540 $386K
Ledyard National Bank 0.03% Reduce -24.5% 1,529 $383K
Archer Investment Corp 0.08% Add +2783.0% 1,528 $383K
First Affirmative Financial Network 0.15% — 1,526 $382K
Fortis Group Advisors, LLC 0.06% Add +3.5% 1,164 $382K
NorthRock Partners, LLC 0.01% Reduce -24.5% 1,517 $380K
BIP Wealth, LLC 0.02% New 1,517 $380K
Tiaa Trust, National Association 0.02% Reduce -98.2% 1,515 $380K
Empirical Asset Management, LLC 0.10% Reduce -28.9% 1,512 $379K
Bridgewater Advisors Inc. 0.02% New 1,019 $377K
Yarger Wealth Strategies, LLC 0.15% Add +14.2% 1,502 $376K
Ceeto Capital Group, LLC 0.12% No change 1,500 $376K
Purpose Unlimited Inc. 0.02% Reduce -31.8% 1,500 $376K
EntryPoint Capital, LLC 0.11% New 1,497 $375K
Choate Investment Advisors 0.01% Add +2.9% 1,480 $371K
Pure Financial Advisors, LLC 0.01% New 1,477 $370K
Founders Financial Alliance, LLC 0.07% Reduce -3.3% 1,476 $370K
Kintra Wealth, LLC 0.03% New 1,472 $369K
Westhampton Capital, LLC 0.17% Reduce -18.8% 1,465 $367K
Fulton Bank, N.A. 0.01% Add +10.4% 1,465 $367K
Woodward Diversified Capital, LLC 0.17% Reduce -4.7% 1,193 $367K
Alta Advisers Ltd 0.13% No change 1,463 $367K
Florida Financial Advisors, LLC 0.09% New 1,462 $366K
Western Wealth Management, LLC 0.01% Add +2.0% 1,460 $366K
FSM Wealth Advisors, LLC 0.05% Add +4.6% 1,459 $366K
Simmons Bank 0.02% Add +0.3% 1,458 $365K
Inscription Capital, LLC 0.04% Reduce -35.4% 1,453 $364K
Total Wealth Planning & Management, Inc. 0.29% New 1,452 $364K
Capital Advisors Inc. 0.01% Reduce -5.1% 1,445 $362K
Crescent Grove Advisors, LLC 0.04% Reduce -49.2% 1,436 $360K
Journey Strategic Wealth LLC 0.01% Reduce -5.0% 1,435 $360K
Brookwood Investment Group LLC 0.05% Reduce -63.3% 1,433 $359K
McIlrath & Eck, LLC 0.03% Add +91.1% 1,433 $359K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.3% 1,429 $358K
Holistic Financial Partners 0.13% Add +0.1% 1,426 $357K
Cypress Asset Management Inc. 0.08% No change 1,425 $357K
Legacy Wealth Management, LLC / MS 0.10% Add +1.4% 1,422 $356K
Gerber Kawasaki Wealth & Investment Management 0.01% New 1,421 $356K
Verdence Capital Advisors LLC 0.02% New 1,422 $356K
Alphadyne Asset Management LP 0.05% Add +2481.8% 1,420 $356K
V-Square Quantitative Management LLC 0.04% Add +371.9% 1,411 $354K
Ignite Planners, LLC 0.05% Add +12.3% 1,409 $353K
Empire Financial Management Company, LLC 0.08% Reduce -0.4% 1,407 $353K
Hexagon Capital Partners LLC 0.05% New 1,406 $352K
GenTrust, LLC 0.01% New 1,402 $351K
Prentice Wealth Management LLC 0.08% Add +0.7% 1,400 $351K
McAdam, LLC 0.02% New 1,399 $350K
Moody National Bank Trust Division 0.03% Add +4.7% 1,397 $350K
Composition Wealth, LLC 0.00% New 1,396 $350K
Activest Wealth Management 0.06% Add +82.0% 1,396 $350K
Marathon Mission, Inc. 0.20% No change 1,395 $350K
Optimize Financial Inc. 0.17% Reduce -45.9% 1,394 $349K
1834 Investment Advisors Co. 0.04% New 1,394 $349K
Wealthspire Retirement, LLC 0.02% Add +0.1% 1,376 $345K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -6.0% 1,376 $345K
Florida Trust Wealth Management Co 0.01% New 1,376 $345K
Kelleher Financial Advisors 0.09% Reduce -3.5% 1,372 $344K
Liberty One Investment Management, LLC 0.04% Add +24.0% 1,370 $343K
Obermeyer Wealth Partners 0.02% No change 1,370 $343K
Symphony Financial, Ltd. Co. 0.05% New 1,378 $343K
Abc Arbitrage SA 0.05% New 1,360 $341K
Lloyd Advisory Services, LLC. 0.10% Add +562.0% 1,357 $340K
Kingdom Financial Group LLC. 0.10% Reduce -19.1% 1,357 $340K
PFG Advisors 0.02% Add +4.6% 1,353 $339K
Cary Street Partners Investment Advisory LLC 0.09% Add +6.5% 1,352 $339K
DLK Investment Management, LLC 0.13% Reduce -22.8% 1,351 $339K
Compagnie Lombard Odier SCmA 0.00% No change 1,350 $338K
Flow Traders U.S. LLC 0.01% Reduce -30.3% 1,349 $338K
Keebeck Wealth Management 0.04% Reduce -8.1% 1,341 $336K
First Dallas Securities Inc. 0.12% Reduce -73.8% 1,340 $336K
Wharton Business Group, LLC 0.01% No change 1,335 $335K
SageView Advisory Group, LLC 0.01% Reduce -4.2% 1,333 $334K
Capital CS Group, LLC 0.69% New 1,332 $334K
AdvisorShares Investments LLC 0.06% Reduce -20.6% 1,331 $334K
DV Trading LLC 0.03% Add +127.4% 1,321 $331K
Bank of Hawaii 0.02% Reduce -34.0% 1,319 $331K
Moseley Investment Management Inc. 0.10% New 1,315 $330K
waypoint wealth counsel 0.17% Reduce -19.6% 1,314 $329K
Texas Yale Capital Corp. 0.01% New 1,312 $329K
Capital Investment Advisors, LLC 0.00% New 1,311 $329K
Financial Management Network Inc. 0.05% New 1,135 $327K
Northland Securities, Inc. 0.31% No change 1,301 $326K
Ashford Capital Management Inc. 0.04% No change 1,300 $326K
RIA Advisory Group LLC 0.08% New 1,295 $325K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 1,295 $325K
Patriot Financial Group Insurance Agency, LLC 0.02% New 1,292 $324K
Evergreen Capital Management LLC 0.01% Reduce -64.9% 1,292 $324K
Westco Advisory Services Inc. 0.21% New 1,290 $323K
Performance Wealth Partners, LLC 0.01% Add +0.9% 1,288 $323K
Garden State Investment Advisory Services LLC 0.08% Reduce -53.5% 1,280 $321K
Verity & Verity, LLC 0.02% No change 1,280 $321K
Counterpoint Mutual Funds LLC 0.05% New 1,271 $318K
Virtue Capital Management, LLC 0.05% Add +4.3% 1,357 $318K
Voya Financial Advisors, Inc. 0.03% Reduce -36.6% 1,265 $318K
RiverFront Investment Group, LLC 0.00% New 1,262 $316K
TABR Capital Management, LLC 0.29% New 1,260 $316K
N.E.W. Advisory Services LLC 0.02% Reduce -54.6% 1,258 $315K
Evexia Wealth LLC 0.09% New 1,047 $314K
Chokshi & Queen Wealth Advisors, Inc 0.17% Reduce -90.6% 1,250 $313K
Greatmark Investment Partners, Inc. 0.04% No change 1,250 $313K
Fullerton Fund Management Co Ltd. 0.03% Reduce -17.0% 1,245 $312K
First Horizon Corp. 0.01% Add +38.8% 1,245 $312K
Fortune 45 LLC 0.15% New 1,243 $312K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.76% Reduce -14.7% 1,238 $310K
A&I Financial Services, LLC 0.15% New 1,232 $309K
Modern Wealth Management, LLC 0.01% New 1,189 $308K
Moment Partners, LLC 0.05% Reduce -16.4% 1,212 $304K
Watershed Private Wealth LLC 0.09% New 1,210 $303K
McGowan Group Asset Management, Inc. 0.04% New 1,208 $303K
Calamos Wealth Management LLC 0.01% New 1,203 $301K
Calamos Advisors LLC 0.00% New 1,203 $301K
TRB Wealth Management, LLC 0.04% — 1,201 $301K
LVW Advisors, LLC 0.03% New 1,197 $300K
Impact Capital Partners LLC 0.09% New 1,197 $300K
Auxier Asset Management LLC 0.04% New 1,190 $298K
Post Resch Tallon Group Inc. 0.24% New 1,130 $296K
BXM Wealth LLC 0.23% New 1,180 $296K
Valmark Advisers, Inc. 0.00% New 1,178 $295K
Jennison Associates LLC 0.00% New 1,176 $295K
Legend Capital Advisors LLC 0.18% New 1,171 $293K
Legacy Capital Group California, Inc. 0.11% Reduce -37.2% 1,167 $292K
Fragasso Financial Advisors Inc 0.02% New 1,125 $291K
Wellspring Financial Advisors, LLC 0.02% New 1,160 $291K
MassMutual Private Wealth & Trust, FSB 0.01% Add +16.1% 1,160 $291K
TCFG Wealth Management, LLC 0.11% New 1,150 $288K
TCFG Investment Advisors, LLC 0.11% — 1,150 $288K
Smith Group Asset Management, LLC 0.01% New 1,150 $288K
Caxton Associates LLP 0.01% Reduce -13.3% 1,147 $287K
Fairscale Capital, LLC 0.20% Add +4.8% 1,145 $287K
Crestwood Advisors Group, LLC 0.00% New 1,138 $285K
Jump Financial, LLC 0.00% Reduce -99.5% 1,132 $284K
Angeles Wealth Management, LLC 0.02% New 1,128 $283K
Eight 31 Financial, LLC 0.17% New 1,127 $282K
Victory Financial Group, LLC 0.03% New 1,125 $282K
Resonant Capital Advisors, LLC 0.01% New 1,124 $282K
Versant Capital Management, Inc 0.03% Add +2.8% 1,122 $281K
Elevatus Welath Management 0.15% Reduce -28.5% 1,121 $281K
North Star Asset Management Inc. 0.01% New 1,110 $278K
Quadrant Capital Group LLC 0.01% Add +19.4% 1,104 $277K
Mayflower Financial Advisors, LLC 0.03% New 1,102 $276K
Financial Engines Advisors L.L.C. 0.00% New 1,101 $276K
Coordinated Financial Services, Inc. 0.16% New 1,100 $276K
Black Swift Group, LLC 0.05% Reduce -94.2% 1,100 $276K
Hengehold Capital Management LLC 0.02% New 1,097 $275K
Paces Ferry Wealth Advisors, LLC 0.11% New 1,095 $274K
Root Financial Partners, LLC 0.01% Add +67.5% 1,092 $274K
Beverly Hills Private Wealth, LLC 0.05% New 1,086 $272K
Concentric Capital Strategies, LP 0.02% New 1,082 $271K
Groupama Asset Managment 0.00% New 1,080 $271K
CYBER HORNET ETFs LLC 0.17% New 1,043 $270K
Moss Adams Wealth Advisors LLC 0.02% New 1,076 $270K
Family Legacy Financial Solutions, LLC 0.22% Add +52746.2% 529,519 $270K
Natural Investments, LLC 0.07% New 1,077 $269K
Iron Gate Global Advisors LLC 0.03% New 1,073 $269K
Avidian Wealth Enterprises, LLC 0.01% New 1,069 $268K
Income Insurance Ltd 0.18% New 1,057 $265K
Heritage Wealth Management, Inc. 0.13% New 1,056 $265K
Smart Money Group LLC 0.08% New 1,054 $264K
Capital Advisors, Ltd. LLC 0.03% Reduce -4.3% 1,049 $263K
GW&K Investment Management, LLC 0.00% Add +26.6% 1,044 $262K
Diversified Enterprises, LLC 0.01% New 1,045 $262K
Brady Martz Wealth Solutions, LLC 0.04% New 1,043 $261K
Financial Security Advisor, Inc. 0.05% Reduce -32.2% 1,041 $261K
Zions Bancorporation, National Association 0.02% Add +388.7% 1,041 $261K
Wealthcare Capital Partners, LLC 0.12% New 1,031 $258K
Independent Wealth Network Inc. 0.08% New 1,031 $258K
Values First Advisors, Inc. 0.13% New 1,027 $257K
VectorGlobal IAG, Inc. 0.07% — 1,027 $257K
Woodmont Investment Counsel LLC 0.02% New 1,027 $257K
United Advisor Group, LLC 0.03% New 1,025 $257K
KRS Capital Management, LLC 0.16% New 1,025 $257K
Vista Investment Partners Ii, LLC 0.12% New 1,022 $256K
Cura Wealth Advisors, LLC 0.11% New 1,020 $256K
United Community Bank 0.08% New 1,015 $254K
Strategic Family Wealth Counselors, L.L.C. 0.07% Reduce -34.2% 1,008 $253K
Joseph P. Lucia & Associates, LLC 0.09% New 1,008 $253K
Legacy Financial Advisors, Inc. 0.04% New 1,006 $252K
Jamison Private Wealth Management, Inc. 0.03% New 1,005 $252K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 850 $251K
Next Level Wealth Planning, LLC 0.13% New 1,000 $251K
Compass Wealth Management, LLC 0.11% New 1,000 $251K
Elgethun Capital Management 0.04% New 1,000 $251K
Klingenstein Fields & Co. LP 0.01% New 1,000 $251K
Wick Capital Partners, LLC 0.05% New 996 $250K
Insight Advisors, LLC/ PA 0.05% New 994 $249K
Acropolis Investment Management, LLC 0.01% New 989 $248K
SmartHarvest Portfolios, LLC 0.10% New 985 $247K
North Star Investment Management Corp. 0.01% Add +1.1% 984 $247K
Catalyst Financial Partners LLC 0.03% New 983 $246K
Richards, Merrill & Peterson, Inc. 0.09% New 980 $246K
YHB Investment Advisors, Inc. 0.02% New 971 $243K
Cascade Financial Partners, LLC 0.03% New 971 $243K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% New 969 $243K
Fox Hill Wealth Management 0.12% New 966 $242K
SOA Wealth Advisors, LLC. 0.05% Reduce -2.0% 963 $241K
Facet Wealth, Inc. 0.00% New 963 $241K
Parkway Wealth Management Group, LLC 0.03% Reduce -43.0% 836 $240K
Peak Retirement Planning, Inc. 0.05% New 953 $239K
Quantum Financial Advisors, LLC 0.03% New 947 $237K
Cinctive Capital Management LP 0.02% New 947 $237K
Red Reef Advisors LLC 0.25% New 946 $237K
Ridgeline Wealth, LLC 0.17% New 935 $234K
Howard Capital Management, LLC 0.00% Reduce -49.5% 933 $234K
Main Street Financial Solutions, LLC 0.02% New 932 $234K
Flatrock Wealth Partners LLC 0.10% New 929 $233K
Wealth Alliance, LLC 0.02% New 928 $233K
Rothschild Capital Partners, LLC 0.06% New 927 $232K
Matters Capital LLC 0.21% New 925 $232K
Bank of Marin 0.17% New 921 $231K
Procyon Advisors, LLC 0.01% New 920 $231K
Colonial Trust Advisors 0.02% Add +8.0% 919 $230K
Net Worth Advisory Group 0.05% Reduce -41.4% 913 $229K
Summit Wealth Group LLC / Co. 0.02% New 911 $228K
Flynn Zito Capital Management, LLC 0.07% New 911 $228K
Board of the Pension Protection Fund 0.21% Add +800.0% 900 $226K
Three Magnolias Financial Advisors, LLC 0.14% New 900 $226K
Wesbanco Bank Inc. 0.01% Reduce -40.8% 900 $226K
Virtus Advisers, LLC 0.11% Reduce -18.1% 896 $225K
Wealthspire Advisors, LLC 0.00% Reduce -56.9% 895 $224K
Cloud Capital Management, LLC 0.10% New 895 $224K
Accredited Investors Inc. 0.01% New 893 $224K
Mfa Wealth Advisors, LLC 0.04% New 891 $223K
Wescott Financial Advisory Group, LLC 0.02% New 891 $223K
Aster Capital Management (DIFC) Ltd 0.07% Add +106.6% 3,089 $223K
Premier Path Wealth Partners, LLC 0.03% New 889 $223K
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -99.3% 886 $222K
CFS Investment Advisory Services, LLC 0.02% New 717 $220K
Strategic Wealth Partners, Ltd. 0.02% Reduce -4.3% 877 $220K
Seaview Investment Managers LLC 0.08% New 876 $220K
180 Wealth Advisors, LLC 0.03% New 875 $219K
Saiph Capital, LLC 0.08% New 873 $219K
Foster Group, Inc. 0.01% New 864 $217K
Eagle Wealth Advisors LLC 0.20% New 860 $215K
Cardinal Point Capital Management ULC 0.01% New 860 $215K
Manhattan West Asset Management, LLC 0.04% New 857 $215K
LifeGoal Investments, LLC 0.12% New 828 $215K
Mesirow Financial Investment Management, Inc. 0.00% New 855 $214K
WT Wealth Management 0.06% Reduce -32.2% 854 $214K
Glenview Trust Co 0.00% New 852 $213K
Lynch & Associates 0.04% New 850 $213K
Tobias Financial Advisors, Inc. 0.03% New 850 $213K
Integris Wealth Management, LLC 0.05% New 846 $212K
Syon Capital LLC 0.01% New 846 $212K
Silver Oak Securities, Incorporated 0.02% Reduce -27.3% 843 $211K
Wimmer Associates 1, LLC 0.10% New 843 $211K
Legacy Capital Wealth Partners, LLC 0.04% New 842 $211K
Omnitrust Wealth Management, Inc 0.27% New 841 $211K
Machina Capital S.A.S. 0.04% Reduce -88.7% 841 $211K
Sonoma Allocations LLC 0.07% Reduce -35.4% 807 $210K
Garton & Associates Financial Advisors LLC 0.17% Reduce -42.0% 837 $210K
Tidemark, LLC 0.05% New 836 $209K
Destiny Wealth Partners, LLC 0.02% New 831 $208K
Absolute Gestao de Investimentos Ltda. 0.02% New 830 $208K
Money Concepts Capital Corp. 0.01% New 829 $208K
Institute for Wealth Management, LLC. 0.02% New 820 $205K
WASHINGTON TRUST Co 0.01% New 817 $205K
Plimoth Trust Co. LLC 0.05% New 815 $204K
Whelan Financial 0.06% New 813 $204K
Berkeley Capital Partners, LLC 0.05% New 811 $203K
LJI Wealth Management, LLC 0.03% New 811 $203K
Quadrant Private Wealth Management, LLC 0.03% New 810 $203K
Main Street Research LLC 0.01% New 810 $203K
Genesee Capital Advisors, LLC 0.08% New 801 $201K
Corps Capital Advisors, LLC 0.17% New 800 $200K
Allianz SE 0.00% No change 797 $200K
ABS Direct Equity Fund LLC 0.15% New 600 $199K
SHP Wealth Management 0.01% Add +10.3% 768 $193K
Merrithew & Thorsten Inc 0.18% No change 757 $189K
Bank of New Hampshire 0.04% New 690 $173K
Armstrong Advisory Group, Inc. 0.01% No change 672 $168K
FWL Investment Management, LLC 0.04% Reduce -97.4% 670 $168K
Signature Equity Partners, LLC 0.09% Add +14.7% 664 $166K
Bayforest Capital Ltd 0.19% Reduce -78.3% 661 $166K
Aventura Private Wealth, LLC 0.06% Add +1001.7% 661 $166K
BOK Financial Private Wealth, Inc. 0.01% No change 649 $163K
Farmers & Merchants Investments Inc. 0.00% Add +110.0% 630 $158K
Steigerwald, Gordon & Koch Inc. 0.02% No change 613 $154K
Wilmington Savings Fund Society, FSB 0.00% Add +6.4% 612 $153K
Cascades Capital Asset Management, LLC 0.06% New 605 $152K
Wellington Shields Capital Management, LLC 0.02% New 600 $150K
Cullen/Frost Bankers, Inc. 0.00% Add +218.7% 596 $149K
Anchor Investment Management, LLC 0.01% No change 590 $148K
Wolff Wiese Magana LLC 0.08% Reduce -2.8% 582 $146K
Kemnay Advisory Services Inc. 0.02% Add +286.0% 579 $145K
Osterweis Capital Management Inc. 0.01% No change 579 $145K
Parkside Financial Bank & Trust 0.01% Add +30.5% 578 $145K
Strive Financial Group ,LLC 0.07% Add +3.7% 557 $140K
Webster Bank, N. A. 0.01% Add +6.9% 542 $136K
Cary Street Partners Financial LLC 0.00% Reduce -0.9% 529 $133K
American National Bank & Trust 0.01% Add +3.5% 527 $132K
Crewe Advisors LLC 0.01% Add +35.9% 526 $132K
Cromwell Holdings LLC 0.07% Add +803.5% 524 $131K
TFC Financial Management, Inc. 0.02% Reduce -3.7% 518 $130K
Quarry LP 0.03% Reduce -21.0% 518 $130K
Bay Harbor Wealth Management, LLC 0.03% Reduce -18.8% 517 $130K
Bell Investment Advisors, Inc 0.02% Add +9.6% 514 $129K
Vision Retirement, LLC 0.04% Add +24.9% 511 $128K
True Wealth Design, LLC 0.04% Add +115.2% 510 $128K
RiverPark Advisors, LLC 0.06% Add +1.0% 494 $124K
Smithfield Trust Co 0.01% Reduce -33.0% 484 $121K
Strategic Advocates LLC 0.51% New 462 $116K
Brookfield Corp 0.00% Reduce -7.2% 438 $110K
Mather Group, Llc. 0.00% New 437 $110K
Legacy Wealth Managment, LLC 0.05% Add +21.6% 422 $106K
Sound Income Strategies, LLC 0.01% Add +48.0% 398 $103K
Steph & Co. 0.03% No change 409 $102K
Basecamp Wealth Advisors LLC 0.02% Add +29.9% 408 $102K
Owl Creek Wealth Partners LLC 0.04% — 406 $102K
Adkins Seale Capital Management LLC 0.10% No change 396 $99K
Wilkerson Advisory Group LLC 0.03% Add +1137.5% 396 $99K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -22.0% 390 $98K
Transamerica Financial Advisors, LLC 0.01% Add +235.1% 382 $96K
CVA Family Office, LLC 0.01% Add +147.7% 369 $92K
Pinnacle Bancorp, Inc. 0.03% Add +47.5% 351 $88K
LOM Asset Management Ltd 0.03% No change 350 $88K
LRI Investments, LLC 0.01% Add +17.8% 344 $86K
REAP Financial Group, LLC 0.02% Reduce -23.5% 339 $85K
Wellington-Altus USA Inc. 0.05% Add +42.9% 250 $84K
Noble Wealth Management PBC 0.04% Reduce -17.5% 330 $83K
UMB Bank, n.a. 0.00% Add +392.5% 330 $83K
Barrett & Company, Inc. 0.03% Reduce -77.6% 325 $81K
Tradewinds Capital Management, LLC 0.02% Add +10.9% 316 $79K
Intentional Wealth Strategies, LLC 0.07% — 315 $79K
Whipplewood Advisors, LLC 0.04% New 304 $76K
Quent Capital, LLC 0.01% Add +42.3% 303 $76K
S&T Bank 0.03% Add +102.0% 301 $75K
Rossby Financial, LCC 0.02% Add +70.1% 284 $74K
Physician Wealth Advisors, Inc. 0.01% Reduce -6.7% 292 $73K
Salomon & Ludwin, LLC 0.01% Reduce -0.4% 275 $72K
Glen Eagle Advisors, LLC 0.01% No change 280 $70K
Bogart Wealth, LLC 0.00% Reduce -84.0% 280 $70K
Westside Investment Management, Inc. 0.01% New 279 $70K
Highline Wealth Partners LLC 0.02% Add +106.0% 276 $69K
WPG Advisers, LLC 0.05% Reduce -39.9% 267 $67K
Towne Trust Company, N.A 0.02% No change 250 $63K
Atlas Capital Advisors Inc. 0.01% New 250 $63K
Pittenger & Anderson Inc. 0.00% No change 238 $60K
Oslo Pensjonsforsikring AS 0.01% — 238 $60K
Pacific Center for Financial Services 0.01% Add +17.5% 235 $59K
Chesapeake Asset Management LLC 0.05% Reduce -44.6% 232 $58K
Fortitude Family Office, LLC 0.01% Add +98.3% 230 $58K
Hager Investment Management Services, LLC 0.03% Reduce -7.0% 226 $57K
Bear Mountain Capital, Inc. 0.02% No change 180 $57K
Horizon Financial Services, LLC 0.02% No change 220 $55K
Bartlett & Co. Wealth Management LLC 0.00% New 162 $54K
Quaker Wealth Management, LLC 0.02% Add +2222.2% 209 $52K
Wealth Preservation Advisors, LLC 0.04% Add +314.0% 207 $52K
Twin Peaks Wealth Advisors, LLC 0.01% New 206 $52K
Mark Sheptoff Financial Planning, LLC 0.03% No change 150 $51K
MidFirst Bank 0.00% Add +6.3% 204 $51K
JFS Wealth Advisors, LLC 0.00% Add +6.3% 201 $50K
Silicon Valley Capital Partners 0.00% No change 200 $50K
SBI Okasan Asset Management Co.Ltd. 0.00% Reduce -54.4% 214 $50K
Godsey & Gibb, Inc. 0.00% No change 200 $50K
Wealth Enhancement Trust Services, Inc. 0.01% Add +5.3% 197 $49K
Dogwood Wealth Management LLC 0.02% Add +226.7% 196 $49K
Winch Advisory Services, LLC 0.01% Add +1.6% 188 $47K
Financial Life Planners 0.04% New 188 $47K
Park Place Capital Corp 0.01% Add +2.2% 185 $46K
Generali Investments, Management Co LLC 0.01% New 181 $45K
Covestor Ltd 0.03% Reduce -30.3% 177 $45K
Cornerstone Planning Group LLC 0.01% Add +60.5% 130 $44K
IFG Advisory, LLC 0.12% New 170 $43K
Keating Financial Advisory Services, Inc. 0.01% Add +20.9% 168 $42K
Sankala Group LLC 0.03% No change 164 $42K
City Holding Co. 0.01% Reduce -50.0% 165 $41K
Financial Management Professionals, Inc. 0.00% No change 162 $41K
Washington Trust Advisors, Inc. 0.00% Add +335.1% 161 $40K
Ravenstone Capital Management Inc. 0.02% New 160 $40K
Arlington Trust Co LLC 0.00% Add +700.0% 160 $40K
Center for Financial Planning, Inc. 0.00% Add +554.2% 157 $39K
Consultiva Wealth Management, Corp. 0.11% No change 150 $38K
Silver Grove Financial Group, Inc. 0.03% New 150 $38K
BOCHK Asset Management Ltd 0.01% New 150 $38K
Grove Bank & Trust 0.00% Add +72.4% 150 $38K
Red Tortoise LLC 0.02% No change 147 $37K
Wellington Grp LLC 0.01% Add +16.8% 146 $37K
Elevated Capital Advisors, LLC 0.01% No change 146 $37K
MV Capital Management, Inc. 0.00% Add +16.0% 145 $36K
Investors Research Corp 0.01% Add +11.5% 145 $36K
TD Capital Management LLC 0.00% Reduce -4.0% 145 $36K
Albion Financial Group 0.00% Reduce -87.8% 144 $36K
Lummis Asset Management, LP 0.02% No change 142 $36K
Rosenberg Matthew Hamilton 0.01% No change 142 $36K
First Command Advisory Services, Inc. 0.00% Add +2720.0% 141 $35K
Salem Investment Counselors Inc. 0.00% New 138 $35K
Orion Capital Management LLC 0.01% New 135 $34K
Richardson Financial Services Inc. 0.02% Add +8.1% 133 $33K
Financial Consulate, Inc. 0.00% Add +31.3% 126 $32K
Sachetta, LLC 0.02% Add +41.4% 123 $31K
Truvestments Capital LLC 0.01% Add +515.0% 123 $31K
Meeder Asset Management Inc. 0.00% Reduce -26.7% 121 $30K
Avion Wealth 0.01% Add +16.2% 122 $30K
Nova Wealth Management, Inc. 0.02% Add +101.7% 117 $29K
Swiss Re Ltd. 0.18% No change 116 $29K
HighMark Wealth Management LLC 0.01% No change 115 $29K
Motco 0.00% Add +29.6% 114 $29K
Heritage Wealth Advisors 0.00% New 109 $27K
Valley National Advisers Inc. 0.00% New 108 $27K
Graney & King, LLC 0.01% No change 107 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -78.9% 103 $26K
Vermillion Wealth Management, Inc. 0.01% Add +44.3% 101 $25K
Signature Resources Capital Management, LLC 0.01% Reduce -27.5% 100 $25K
Miller Wealth Advisors, LLC 0.01% Reduce -38.3% 100 $25K
Caldwell Trust Co 0.00% No change 100 $25K
JPL Wealth Management, LLC 0.01% New 94 $24K
Crews Bank & Trust 0.00% New 89 $22K
Clark Wealth Partners 0.01% Add +21.7% 84 $21K
Roble, Belko & Company, Inc 0.00% Reduce -22.7% 85 $21K
United Financial Planning Group LLC 0.01% Add +937.5% 83 $21K
RMG Wealth Management LLC 0.00% Add +273.3% 56 $21K
Manchester Capital Management LLC 0.00% Add +115.8% 82 $21K
Cornerstone Financial Management LLC 0.02% Add +19.1% 81 $20K
Scarborough Advisors, LLC 0.00% No change 80 $20K
Private Wealth Asset Management, LLC 0.00% Add +263.6% 80 $20K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 79 $20K
GoalVest Advisory LLC 0.00% New 79 $20K
Proffitt & Goodson Inc. 0.00% Reduce -31.5% 76 $19K
Bravera Wealth 0.01% New 76 $19K
Hilltop National Bank 0.00% Add +50.0% 75 $19K
CNB Bank 0.01% New 68 $17K
Raffa Wealth Management, LLC 0.00% Add +4.7% 67 $17K
IAG Wealth Partners, LLC 0.00% No change 67 $17K
Retirement Wealth Solutions LLC 0.01% Add +85.3% 63 $16K
Summit Securities Group LLC 0.01% New 63 $16K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +1.8% 57 $14K
SouthState Bank Corp 0.00% Add +36.6% 56 $14K
Manning & Napier Advisors LLC 0.00% Add +866.7% 58 $14K
Valued Wealth Advisors LLC 0.01% Add +2550.0% 53 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 52 $13K
Kennebec Savings Bank 0.01% No change 52 $13K
Abound Wealth Management 0.00% Reduce -49.0% 52 $13K
CX Institutional 0.00% Reduce -16.4% 51 $13K
Clearstead Trust, LLC 0.00% No change 51 $13K
Ares Financial Consulting, LLC 0.01% New 49 $13K
Entrust Financial LLC 0.01% No change 50 $13K
Wall Street Financial Group, Inc. 0.01% New 50 $13K
Frazier Financial Advisors, LLC 0.01% No change 50 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $13K
DT Investment Partners, LLC 0.00% No change 50 $13K
Marquette Asset Management, LLC 0.00% Reduce -9.3% 49 $12K
McGuire Capital Advisors Inc. 0.01% Reduce -12.5% 49 $12K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 48 $12K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -22.9% 47 $12K
Comprehensive Financial Planning, Inc. 0.01% Reduce -32.4% 46 $12K
Ameriflex Group, Inc. 0.01% No change 46 $12K
Stone House Investment Management, LLC 0.00% No change 44 $11K
High Note Wealth, LLC 0.00% Add +200.0% 42 $11K
Hughes Financial Services, LLC 0.00% Add +10.5% 42 $11K
Bullock Wealth Management Group 0.01% New 40 $10K
Triumph Capital Management 0.00% Add +95.2% 41 $10K
HHM Wealth Advisors, LLC 0.00% No change 40 $10K
Coastline Trust Co 0.00% New 40 $10K
Winthrop Capital Management, LLC 0.00% No change 38 $10K
Aspect Partners, LLC 0.00% Add +23.3% 37 $9K
Westfuller Advisors, LLC 0.00% Reduce -2.9% 34 $9K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -25.6% 32 $8K
Elevation Wealth Partners, LLC 0.00% No change 30 $8K
NBT Bank, N.A. 0.00% Reduce -81.5% 30 $8K
MPWM Advisory Solutions, LLC 0.00% No change 30 $8K
Fourth Dimension Wealth, LLC 0.00% No change 30 $8K
MTM Investment Management, LLC 0.00% No change 30 $8K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -93.2% 30 $8K
Rialto Wealth Management, LLC 0.00% Add +20.8% 29 $7K
Joseph Group Capital Management 0.00% New 27 $7K
Wiser Advisor Group LLC 0.01% New 25 $6K
Principia Wealth Advisory, LLC 0.00% Add +38.9% 25 $6K
Marshall Investment Management, LLC 0.00% New 24 $6K
Lodestone Wealth Management LLC 0.00% No change 22 $6K
Cassaday & Co Wealth Management LLC 0.00% New 22 $6K
IMA Advisory Services, Inc. 0.00% No change 21 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 20 $5K
GHP Investment Advisors, Inc. 0.00% New 19 $5K
1015 Capital Partners, LLC 0.00% Add +72.7% 19 $5K
Copia Wealth Management 0.00% Reduce -22.7% 17 $4K
American Capital Advisory, LLC 0.00% Add +23.1% 16 $4K
Medallion Wealth Advisors, LLC 0.00% No change 15 $4K
Portus Wealth Advisors, LLC 0.00% New 15 $4K
Goodman Advisory Group, LLC 0.00% No change 15 $4K
Bare Financial Services, Inc 0.00% Add +27.3% 14 $4K
Kilter Group LLC 0.00% Reduce -7.7% 12 $3K
HFM Investment Advisors, LLC 0.00% Add +9.1% 12 $3K
Cedar Mountain Advisors, LLC 0.00% No change 12 $3K
1620 Investment Advisors, Inc. 0.00% Reduce -50.0% 10 $3K
Lam Group, Inc. 0.00% New 10 $3K
Maseco LLP 0.00% No change 10 $3K
Curio Wealth, LLC 0.00% Add +80.0% 9 $2K
WealthCollab, LLC 0.00% New 9 $2K
SWAN Capital LLC 0.00% Add +80.0% 9 $2K
POM Investment Strategies, LLC 0.00% Reduce -83.3% 8 $2K
RHL Group, LLC 0.00% No change 8 $2K
Colonial Trust Co / SC 0.00% New 8 $2K
Ogorek Anthony Joseph /NY/ 0.00% Add +12.5% 9 $2K
Investors Portfolio Services LLC 0.00% Reduce -61.1% 7 $2K
Rachor Investment Advisory Services, LLC 0.00% Add +600.0% 7 $2K
Caitlin John, LLC 0.00% Reduce -30.0% 7 $2K
BankPlus Trust Department 0.00% Reduce -91.5% 7 $2K
Atwood & Palmer Inc. 0.00% New 6 $2K
JNBA Financial Advisors 0.00% No change 6 $2K
DB Fitzpatrick & Co, Inc 0.00% Reduce -45.5% 6 $2K
TopTier Wealth Management, LLC 0.00% New 6 $2K
Kentucky Trust Co 0.00% New 6 $2K
Synergy Investment Management, LLC 0.00% New 6 $2K
Davis Capital Management 0.00% Add +66.7% 5 $1K
Atlantic Private Wealth, LLC 0.00% No change 5 $1K
Bfsg, LLC 0.00% No change 5 $1K
Seneschal Advisors, LLC 0.00% No change 4 $1K
Nvest Wealth Strategies, Inc. 0.00% New 4 $1K
Chelsea Counsel Co. 0.00% No change 4 $1K
Cranbrook Wealth Management, LLC 0.00% No change 4 $1K
Anfield Capital Management, LLC 0.00% No change 4 $1K
Mascoma Wealth Management LLC 0.00% New 4 $1K
Trust Co 0.00% No change 4 $1K
Coston, McIsaac & Partners 0.00% Add +25.0% 5 $1K
Financial Network Wealth Advisors LLC 0.00% New 3 $752
Barnes Dennig Private Wealth Management LLC 0.00% Reduce -99.6% 3 $752
IMG Wealth Management, Inc. 0.00% New 3 $752
PEAK6 LLC 0.00% Reduce -100.0% 2 $508
First Pacific Financial 0.00% New 2 $502
ROSS\JOHNSON & Associates LLC 0.00% Reduce -66.7% 1 $251
Addison Advisors LLC 0.00% No change 1 $251
YANKCOM Partnership 0.00% No change 1 $251
Altshuler Shaham Ltd 0.00% New 1 $45

"% of holder's portfolio" is VRT's weight in each manager's 13F, not the share of Vertiv Holdings Co. Class A the manager owns.