Vertiv Holdings Co. Class AVRT

13F holders, Q2 2026 (June 30)
2,060holders +219
325new positions
105sold out
15famous investors
$333.11avg. 13F price*

At the end of Q2 2026, 2,060 institutions reported holding Vertiv Holdings Co. Class A (VRT) in their 13F filings, up 219 from Q1 2026. 325 opened new positions and 105 sold out. The largest holders were BlackRock, Inc. ($12.0B), Vanguard Capital Management LLC ($8.4B) and Vanguard Portfolio Management LLC ($6.0B). 15 famous investors held it, including Leon Cooperman (20.4% of Omega Advisors (Leon Cooperman)'s portfolio), Philippe Laffont (0.6% of Coatue Management's portfolio) and Ron Baron (0.5% of Baron Capital (BAMCO)'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions325$884.1M
Exits105$520.3M

All 13F filers, Q1 2026 → Q2 2026: 25,118,862 shares bought and 30,758,748 shares sold, net −5,639,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,060 holders

BlackRock, Inc. 0.18% Reduce -3.5% 35,921,459 $12.0B
Vanguard Capital Management LLC 0.18% Add +0.9% 25,087,955 $8.4B
Vanguard Portfolio Management LLC 0.27% Reduce -0.1% 17,909,570 $6.0B
State Street Corp. 0.16% Add +4.5% 16,531,530 $5.5B
JPMorgan Chase & Co. 0.18% Add +65.9% 10,061,204 $3.1B
T. Rowe Price Associates Inc. 0.31% Add +15.9% 9,110,798 $3.1B
Geode Capital Management, LLC 0.16% Reduce -17.0% 9,028,475 $3.0B
Bank of America Corp. 0.18% Reduce -1.6% 8,280,709 $2.8B
Morgan Stanley 0.12% Add +3.6% 6,894,546 $2.3B
Invesco Ltd. 0.15% Reduce -15.4% 5,537,463 $1.9B
Norges Bank 0.16% — 4,859,284 $1.6B
FMR LLC 0.06% Reduce -20.6% 4,296,854 $1.4B
Nuveen, LLC 0.33% Add +54.0% 4,120,416 $1.4B
Wellington Management Group LLP 0.22% Add +14.1% 3,794,360 $1.3B
Northern Trust Corp. 0.14% Add +3.3% 3,704,398 $1.2B
UBS Group AG 0.19% Reduce -33.5% 3,622,661 $1.2B
Goldman Sachs Group Inc. 0.11% Add +25.6% 3,228,483 $1.1B
American Century Companies Inc. 0.46% Reduce -5.9% 3,129,427 $1.0B
Charles Schwab Investment Management Inc. 0.14% Add +3.2% 3,052,779 $1.0B
AQR Capital Management 0.30% Add +0.5% 2,686,683 $858.2M
Ameriprise Financial Inc. 0.17% Reduce -6.8% 2,486,910 $833.2M
Dimensional Fund Advisors LP 0.15% Add +0.1% 2,423,954 $811.0M
Bank of New York Mellon Corp 0.13% Reduce -1.2% 2,381,476 $797.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -0.9% 2,256,647 $755.6M
Vanguard Fiduciary Trust Co. 0.16% Add +0.0% 2,207,252 $739.0M
Wells Fargo & Company 0.13% Add +5.1% 2,195,625 $735.1M
Omega Advisors (Leon Cooperman) 20.37% No change 2,157,789 $722.5M
Legal & General Group Plc 0.15% Add +1.1% 2,138,967 $716.2M
Robeco Institutional Asset Management B.V. 0.79% Reduce -6.9% 1,916,632 $641.7M
Pictet Asset Management Holding SA 0.60% Add +298.8% 1,878,379 $628.2M
Clearbridge Investments, LLC 0.51% Reduce -29.2% 1,851,373 $619.9M
Schroder Investment Management Group 0.39% Reduce -21.8% 1,621,215 $542.8M
Deutsche Bank AG 0.15% Reduce -4.7% 1,513,057 $506.6M
Barclays PLC 0.16% Add +94.0% 1,477,862 $494.8M
Value Aligned Research Advisors, LLC 2.88% Reduce -25.9% 1,437,807 $481.4M
Alkeon Capital Management LLC 1.84% Reduce -43.2% 1,421,980 $476.1M
Amundi 0.11% Reduce -1.0% 1,391,089 $465.8M
Voya Investment Management LLC 0.46% Reduce -12.0% 1,370,671 $458.4M
Jennison Associates LLC 0.27% Add +112604.7% 1,325,407 $443.8M
Jupiter Topco LLC 0.18% — 1,317,408 $441.1M
Federated Hermes, Inc. 0.62% Reduce -27.4% 1,284,560 $430.1M
Raymond James Financial Inc. 0.11% Reduce -35.5% 1,265,208 $423.6M
Royal Bank of Canada 0.07% Add +1.9% 1,235,114 $413.5M
Winslow Capital Management, LLC 1.34% Add +34.4% 1,162,369 $389.2M
Westfield Capital Management Co. LP 1.15% Reduce -45.1% 1,054,361 $353.0M
HSBC Holdings PLC 0.17% Add +18.0% 1,031,624 $344.4M
Swiss National Bank 0.18% Reduce -3.8% 1,025,140 $343.2M
Fuller & Thaler Asset Management, Inc. 0.92% Reduce -15.3% 1,007,941 $337.5M
Mirova US LLC 3.56% Reduce -3.4% 988,313 $330.9M
Baron Capital (BAMCO) 0.49% Reduce -17.0% 979,821 $328.1M
Polar Capital Holdings Plc 0.92% Reduce -37.0% 970,621 $325.0M
Marshall Wace, LLP 0.27% Add +2208.4% 950,002 $318.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +8.0% 911,851 $305.3M
Franklin Resources Inc. 0.07% Reduce -29.7% 911,667 $305.2M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +2.2% 884,020 $296.0M
Envestnet Asset Management Inc. 0.07% Add +6.9% 880,700 $294.9M
Vanguard Global Advisers, LLC 0.13% Reduce -0.9% 834,259 $279.3M
Coatue Management 0.56% Reduce -17.8% 806,594 $270.1M
LPL Financial LLC 0.06% Add +4.2% 804,749 $269.4M
Victory Capital Management Inc. 0.15% Reduce -10.0% 797,184 $266.9M
Canada Pension Plan Investment Board 0.15% Reduce -8.1% 791,292 $264.9M
California Public Employees Retirement System 0.15% Add +11.3% 789,106 $264.2M
Allspring Global Investments Holdings, LLC 0.39% Reduce -12.4% 815,548 $254.0M
Nordea Investment Management AB 0.21% Add +85.4% 782,232 $253.4M
Millennium Management 0.18% Add +4123.8% 755,811 $253.1M
New South Capital Management Inc. 11.03% Reduce -23.1% 751,364 $251.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.17% Add +13.1% 739,231 $247.5M
Impax Asset Management Group plc 1.59% Reduce -32.7% 729,503 $244.3M
Tidal Investments LLC 0.56% Add +114.3% 685,490 $229.5M
Atika Capital Management LLC 22.13% No change 666,100 $223.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.43% Reduce -8.0% 665,850 $222.9M
BNP Paribas Financial Markets 0.12% Add +10.7% 663,520 $222.2M
US Bancorp \de 0.24% Reduce -2.9% 663,288 $222.1M
Massachusetts Financial Services Co. 0.07% Reduce -8.1% 655,032 $219.3M
Rhumbline Advisers 0.16% Reduce -8.0% 651,693 $218.2M
Royal London Asset Management Ltd. 0.40% Reduce -14.5% 651,474 $218.1M
Citigroup Inc. 0.10% Add +14.2% 650,152 $217.7M
National Pension Service 0.14% Add +10.1% 638,968 $213.9M
Robeco Schweiz AG 3.43% Reduce -11.8% 637,920 $213.6M
Stifel Financial Corp. 0.17% Reduce -0.8% 617,045 $206.6M
Susquehanna International Group, LLP 0.18% Add +14.9% 596,525 $199.7M
Sei Investments Co. 0.18% Add +4.8% 595,087 $199.2M
Bank of Montreal 0.07% Add +17.4% 584,347 $195.7M
Corsair Capital Management, L.P. 24.13% Reduce -0.8% 572,643 $191.7M
California State Teachers Retirement System 0.17% Reduce -0.4% 554,033 $185.5M
Ensign Peak Advisors, Inc 0.30% Reduce -9.1% 536,699 $179.7M
Marex Group Ltd 1.33% Add +125.5% 535,002 $179.1M
TCW Group Inc. 1.19% Reduce -1.8% 530,213 $177.5M
Swedbank AB 0.14% Reduce -1.6% 493,342 $165.2M
Connor, Clark & Lunn Investment Management Ltd. 0.30% Add +39.9% 480,127 $160.8M
DekaBank Deutsche Girozentrale 0.26% No change 644,854 $155.5M
Cannell & Spears LLC 2.70% Reduce -13.1% 447,943 $150.0M
Vontobel Holding Ltd. 0.50% Add +169.8% 445,638 $149.2M
HRT Financial LP 0.27% New 443,575 $148.5M
Principal Financial Group Inc. 0.07% Add +1.4% 438,781 $146.9M
Blue Whale Capital LLP 4.47% Reduce -7.8% 420,515 $140.8M
State of Michigan Retirement System 0.61% Add +3.8% 410,590 $137.5M
Russell Investments Group, Ltd. 0.12% Reduce -3.2% 413,070 $136.8M
Locust Wood Capital Advisers, LLC 3.30% Reduce -24.5% 407,747 $136.5M
Acadian Asset Management LLC 0.16% Add +9.0% 400,670 $134.1M
Lord, Abbett & Co. LLC 0.39% Add +12.7% 392,597 $131.4M
New York State Common Retirement Fund 0.16% Add +93.9% 387,921 $129.9M
First Manhattan Co. Llc. 0.33% Reduce -30.2% 385,343 $129.0M
Panagora Asset Management Inc. 0.39% Reduce -21.2% 377,695 $126.5M
Nomura Asset Management Co. Ltd. 0.27% Add +0.4% 375,967 $125.9M
Temasek Holdings (Private) Ltd 0.34% Reduce -8.7% 375,695 $125.8M
Chescapmanager LLC 16.18% Reduce -11.8% 372,000 $124.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +17.9% 371,392 $124.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.19% Add +8.8% 357,943 $119.8M
Public Employees Retirement Association of Colorado 0.41% Add +28.1% 355,396 $119.0M
Styrax Capital, LP 7.73% No change 350,000 $117.2M
Walleye Trading LLC 1.62% Add +26.1% 347,890 $116.5M
Fred Alger Management, LLC 0.39% Reduce -26.6% 347,328 $116.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% Reduce -27.4% 345,588 $115.7M
Adage Capital Partners Gp, L.L.C. 0.16% Add +16.9% 342,300 $114.6M
Korea Investment CORP 0.22% Reduce -30.1% 339,320 $113.6M
Aberdeen Group plc 0.16% Add +18.5% 338,749 $113.4M
Zuckerman Investment Group, LLC 9.46% Reduce -17.2% 332,438 $111.3M
State Board of Administration of Florida Retirement System 0.18% Reduce -0.8% 332,399 $111.3M
SG Americas Securities, LLC 0.06% Reduce -48.4% 331,590 $111.0M
Storebrand Asset Management As 0.27% Reduce -6.9% 330,696 $110.7M
Holocene Advisors, LP 0.25% Reduce -22.2% 325,000 $108.8M
Migdal Insurance & Financial Holdings Ltd. 0.69% Add +25.4% 320,066 $107.2M
Aviva PLC 0.16% Add +0.5% 318,926 $106.8M
Rockefeller Capital Management L.P. 0.16% Add +4.9% 317,272 $106.2M
STRS Ohio 0.40% Reduce -22.5% 314,809 $105.4M
Truist Financial Corp. 0.13% Add +15.6% 314,346 $105.2M
SEB Asset Management AB 0.40% Add +138.7% 313,586 $105.0M
Hardman Johnston Global Advisors LLC 3.66% Reduce -16.1% 311,472 $104.3M
New York State Teachers Retirement System 0.19% Add +3.2% 308,034 $103.1M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +20.8% 307,180 $102.9M
Wealth Enhancement Advisory Services, LLC 0.17% Add +159.4% 330,319 $102.1M
Cetera Investment Advisers 0.09% Add +2.9% 304,191 $101.8M
Chicago Capital, LLC 2.43% Reduce -18.5% 300,872 $100.7M
Foundations Investment Advisors, LLC 1.04% Add +12.9% 300,489 $100.6M
National Bank of Canada 0.09% Add +33.0% 295,188 $98.8M
Clal Insurance Enterprises Holdings Ltd 0.44% Reduce -14.2% 295,000 $98.8M
Earnest Partners LLC 0.35% Reduce -2.0% 293,606 $98.3M
Tocqueville Asset Management L.P. 1.29% Reduce -0.1% 291,126 $97.5M
APG Asset Management N.V. 0.24% Add +28.0% 332,544 $97.4M
Allianz Asset Management GmbH 0.09% Add +14.9% 287,423 $96.2M
Alyeska Investment Group, L.P. 0.25% New 285,889 $95.7M
Needham Investment Management LLC 2.88% Add +0.2% 285,750 $95.7M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -89.6% 280,728 $94.0M
Handelsbanken Fonder AB 0.27% Reduce -12.3% 280,702 $94.0M
Zevenbergen Capital Investments LLC 2.14% Reduce -6.7% 279,992 $93.7M
Neuberger Berman Group LLC 0.06% Reduce -32.6% 278,152 $93.1M
Citadel Advisors 0.05% Add +160.0% 275,926 $92.4M
Alliancebernstein L.P. 0.03% Reduce -33.2% 368,345 $92.3M
Prudential Financial Inc. 0.10% Add +11.5% 272,409 $91.2M
Nykredit A/S 0.35% — 271,827 $91.0M
Mackenzie Financial Corp. 0.09% Add +47.6% 269,508 $90.2M
Osaic Holdings, Inc. 0.11% Add +19.4% 269,083 $90.1M
Caisse de depot et placement du Quebec 0.12% Reduce -32.8% 260,663 $87.3M
KBC Group NV 0.18% Add +16.8% 253,206 $84.8M
Williams Jones Wealth Management, LLC. 0.95% Reduce -8.2% 251,590 $84.2M
Danske Bank A/S 0.17% Reduce -3.8% 250,755 $84.0M
Jones Financial Companies LLLP 0.03% Add +6.2% 275,473 $83.7M
CIBC Bancorp USA Inc. 0.10% Reduce -35.3% 249,702 $83.7M
Darsana Capital Partners LP 0.37% Reduce -75.5% 244,906 $82.0M
First Trust Advisors LP 0.05% Reduce -13.4% 241,873 $81.0M
Stephens Investment Management Group LLC 0.86% Reduce -51.3% 238,519 $79.9M
LBP Am SA 0.81% Add +3.4% 237,009 $79.4M
Commonwealth Equity Services, LLC 0.10% Reduce -5.2% 233,554 $78.2M
PFA Pension, Forsikringsaktieselskab 0.20% Add +6.3% 231,431 $77.5M
CANADA LIFE ASSURANCE Co 0.12% Add +8.3% 229,730 $76.8M
Cibc World Market Inc. 0.13% Reduce -1.2% 227,872 $76.3M
Credit Agricole S A 0.19% Add +136.1% 227,048 $76.0M
TimesSquare Capital Management, LLC 1.12% Add +0.4% 226,854 $76.0M
Empowered Funds, LLC 0.40% Add +10.0% 226,136 $75.7M
Defiance ETFs, LLC 1.04% Add +211.4% 240,769 $75.0M
Mariner, LLC 0.08% Add +10.4% 218,369 $73.1M
Gotham Asset Management 0.17% Add +11.1% 213,966 $71.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -3.4% 206,833 $69.3M
State of Wisconsin Investment Board 0.14% Reduce -6.7% 205,411 $68.8M
DNB Asset Management AS 0.19% Reduce -13.9% 205,404 $68.8M
Arnhold LLC 4.78% Reduce -7.1% 203,794 $68.2M
Braun Stacey Associates Inc. 1.93% Reduce -15.6% 203,508 $68.1M
Highlander Partners, L.P. 22.17% Reduce -25.0% 197,569 $66.2M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +2.4% 191,543 $64.1M
Employees Retirement System of Texas 0.59% Reduce -3.6% 190,982 $63.9M
Vanguard Investments Australia, Ltd. 0.16% Add +3.0% 186,998 $62.6M
Chevy Chase Trust Holdings, LLC 0.16% Reduce -1.6% 185,786 $62.2M
Public Employees Retirement System of Ohio 0.18% Reduce -2.2% 185,068 $62.0M
UniSuper Management Pty Ltd 0.32% Add +10.0% 183,909 $61.6M
Quantinno Capital Management LP 0.07% Add +8.1% 182,185 $61.0M
Creative Planning 0.04% Add +6.9% 181,770 $60.9M
DigitalBridge Group, Inc. 3.66% Reduce -12.3% 181,289 $60.7M
Janney Montgomery Scott LLC 0.12% Reduce -8.1% 178,337 $59.7M
Capital International Investors 0.01% New 177,341 $59.4M
CI Investments Inc. 0.19% Reduce -13.5% 176,436 $59.1M
Asset Management One Co., Ltd. 0.15% Reduce -2.4% 175,607 $58.8M
Toronto Dominion Bank 0.10% Add +55.7% 172,574 $57.8M
Banco Santander, S.A. 0.36% Add +5558.5% 171,114 $57.3M
Ieq Capital, LLC 0.26% Reduce -21.8% 165,912 $55.6M
Blackstone Inc. 0.18% Reduce -13.2% 165,000 $55.2M
Cerity Partners LLC 0.07% Reduce -2.3% 163,653 $54.8M
Treasurer of the State of North Carolina 0.14% Add +0.3% 163,416 $54.7M
Vinva Investment Management Ltd 0.36% Add +18.7% 176,275 $54.1M
Summit Partners Public Asset Management, LLC 1.40% No change 160,915 $53.9M
Stanley Capital Management, LLC 7.09% Reduce -16.3% 159,694 $53.5M
Teacher Retirement System of Texas 0.14% Reduce -19.5% 155,698 $52.1M
KLP Kapitalforvaltning As 0.17% Add +4.2% 155,280 $52.0M
Baird Financial Group, Inc. 0.07% Reduce -18.5% 151,844 $50.8M
Fishman Jay A Ltd. 4.00% Reduce -13.4% 150,180 $50.3M
Whittier Trust Co. 0.49% Reduce -0.2% 155,964 $49.7M
Hartline Investment Corp./ 4.26% Reduce -23.5% 146,071 $48.9M
State of Tennessee, Department of Treasury 0.14% Add +3.1% 140,675 $47.1M
TD Asset Management Inc 0.04% Reduce -28.1% 138,220 $46.3M
Raiffeisen Bank International AG 0.54% Reduce -15.6% 149,772 $46.0M
Generate Investment Management Ltd 1.86% Add +374.1% 135,301 $45.3M
Blair William & Co. 0.12% Add +6.5% 132,835 $44.5M
Annex Advisory Services, LLC 0.76% Add +3.4% 132,751 $44.4M
ARS Investment Partners, LLC 1.94% Reduce -20.0% 132,402 $44.3M
HighTower Advisors, LLC 0.04% Add +1.7% 129,978 $43.5M
NewEdge Advisors, LLC 0.13% Add +7.5% 128,353 $43.0M
Cambridge Investment Research Advisors, Inc. 0.10% Add +3.6% 127,207 $42.6M
Mirova 1.56% Reduce -16.8% 126,001 $42.2M
Natixis Advisors, LLC 0.05% Reduce -11.8% 124,704 $41.8M
Zacks Investment Management 0.30% Add +5.4% 124,470 $41.7M
Castleark Management LLC 1.12% Add +10.3% 123,901 $41.5M
Thames Capital Management LLC 3.37% Reduce -26.0% 122,240 $40.9M
Focus Partners Wealth 0.04% Add +9.2% 121,953 $40.8M
Avalon Global Asset Management LLC 5.91% No change 120,000 $40.2M
State of New Jersey Common Pension Fund D 0.13% Reduce -6.1% 117,497 $39.3M
Candriam S.C.A. 0.18% Reduce -4.5% 117,551 $39.3M
OP Asset Management Ltd 0.42% Reduce -75.6% 116,662 $39.1M
Northwestern Mutual Wealth Management Co. 0.02% Add +34.7% 114,072 $38.2M
Resona Asset Management Co.,Ltd. 0.18% Add +3.6% 115,956 $38.0M
MML Investors Services, LLC 0.08% Add +59.5% 111,744 $37.4M
Prudential PLC 0.25% Add +8.2% 110,464 $37.0M
Lansforsakringar Fondforvaltning AB (publ) 0.17% Reduce -4.0% 110,287 $36.9M
Henshaw Capital LLC 1.20% Reduce -1.2% 110,000 $36.8M
Czech National Bank 0.20% Add +4.9% 109,332 $36.6M
Xponance LLC 0.22% Add +4.7% 109,005 $36.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.25% Reduce -12.6% 107,926 $36.1M
Los Angeles Capital Management LLC 0.13% Add +240.6% 106,363 $35.6M
Intech Investment Management LLC 0.32% Add +101.8% 105,656 $35.4M
Traynor Capital Management, Inc. 1.65% Add +26.6% 105,170 $35.2M
Nissay Asset Management Corp. /Japan 0.15% Reduce -44.5% 104,232 $34.9M
Groupe la Francaise 0.43% Add +293.3% 104,073 $34.9M
Tredje AP-fonden 0.16% Reduce -24.4% 103,345 $34.6M
QRG Capital Management, Inc. 0.28% Add +11.7% 103,334 $34.6M
Life Cycle Investment Partners Ltd 0.16% New 103,065 $34.5M
MetLife Investment Management, LLC 0.16% Reduce -3.4% 102,937 $34.5M
Mediolanum International Funds Ltd 0.29% Reduce -23.3% 112,143 $34.4M
Capula Management Ltd 0.15% New 101,428 $34.0M
Arizona State Retirement System 0.17% Add +2.1% 100,856 $33.8M
Mercer Global Advisors Inc. 0.04% Add +34.5% 100,713 $33.7M
Ibex Wealth Advisors 2.63% Add +0.6% 100,113 $33.5M
Ma Investment Partnership, LP 5.96% No change 100,000 $33.5M
Navellier & Associates Inc. 2.65% Add +5.1% 99,894 $33.4M
Richard C. Young & CO., LTD. 2.45% Reduce -0.3% 99,685 $33.4M
CIBC Asset Management Inc 0.07% Add +7.9% 99,080 $33.2M
Fifth Third Bancorp 0.05% Reduce -6.8% 98,420 $33.0M
Lyell Wealth Management, LP 2.00% Reduce -7.5% 97,138 $32.5M
Daiwa Securities Group Inc. 0.07% Reduce -3.8% 97,092 $32.5M
Dana Investment Advisors, Inc. 0.84% Reduce -17.3% 96,345 $32.3M
King Luther Capital Management Corp. 0.13% Add +3.4% 96,342 $32.3M
Tortoise Capital Advisors, L.L.C. 0.33% Add +167.9% 96,196 $32.2M
Eurizon Capital SGR S.p.A. 0.08% Add +144.9% 94,707 $31.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.15% Add +4.9% 93,446 $31.3M
Jupiter Asset Management Ltd. 0.15% New 92,512 $31.0M
Eventide Asset Management, LLC 0.41% Reduce -2.7% 92,404 $30.8M
PNC Financial Services Group, Inc. 0.01% Add +38.0% 90,658 $30.4M
Pacer Advisors, Inc. 0.08% Add +161.5% 90,461 $30.3M
Man Group plc 0.06% Add +35.3% 90,187 $30.2M
Aware Super Pty Ltd as trustee of Aware Super 0.43% Add +28.5% 89,870 $30.1M
Talos Eurisko Asset Management LP 4.40% Reduce -25.0% 89,486 $30.0M
EFG International AG 0.55% Reduce -8.4% 88,972 $29.8M
Badgley Phelps Wealth Managers, LLC 0.52% Add +7.5% 87,856 $29.4M
Kestra Advisory Services, LLC 0.09% Add +32.3% 87,566 $29.3M
Fideuram Asset Management (Ireland) dac 0.56% Add +1167.7% 87,017 $29.2M
KTF Investments, LLC 2.94% Reduce -1.9% 86,745 $29.0M
Jump Financial, LLC 0.28% Add +7497.2% 86,000 $28.8M
DJE Kapital AG 0.54% Reduce -16.1% 90,702 $28.6M
KCM Investment Advisors LLC 0.85% Reduce -0.2% 84,860 $28.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -4.8% 84,839 $28.4M
Nomura Asset Management International Inc. 0.04% Add +34.6% 84,419 $28.3M
Sapient Capital LLC 0.37% Add +1.1% 84,211 $28.2M
IFM Investors Pty Ltd 0.18% Add +13.3% 81,595 $27.3M
Susquehanna Fundamental Investments, LLC 0.51% New 81,371 $27.2M
Atalanta Sosnoff Capital, LLC 0.48% New 81,310 $27.2M
Retirement Systems of Alabama 0.08% Reduce -0.7% 80,693 $27.0M
Steward Partners Investment Advisory, LLC 0.14% Reduce -32.3% 79,151 $26.5M
USS Investment Management Ltd 0.10% Add +8.3% 78,987 $26.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -6.0% 79,891 $26.3M
BI Asset Management Fondsmaeglerselskab A/S 0.21% Add +245.9% 78,546 $26.3M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Add +2.3% 78,127 $26.2M
Mountain Pacific Investment Advisers LLC 4.10% Reduce -5.6% 77,849 $26.1M
Swiss Life Asset Management Ltd 0.11% Add +7.0% 77,810 $26.1M
Amalgamated Bank 0.18% Reduce -6.0% 76,757 $25.7M
Beck Capital Management, LLC 4.70% Reduce -2.0% 76,186 $25.5M
Lazard Asset Management LLC 0.04% Add +413.1% 75,532 $25.3M
Nomura Holdings Inc. 0.11% Add +19.6% 74,793 $25.0M
Sycomore Asset Management 2.67% No change 76,651 $24.8M
Smithbridge Asset Management Inc. 3.38% Reduce -5.0% 73,993 $24.8M
Boston Common Asset Management, LLC 1.47% Reduce -25.9% 73,903 $24.7M
Private Advisory Group LLC 1.36% Reduce -6.4% 73,365 $24.6M
IMC-Chicago, LLC 0.23% Add +264.8% 73,357 $24.6M
Signature Estate & Investment Advisors LLC 0.44% Reduce -3.0% 73,148 $24.5M
Clarity Financial LLC 2.08% New 72,715 $24.3M
First Growth Capital LLC 18.43% Reduce -0.8% 72,532 $24.3M
TD Waterhouse Canada Inc. 0.06% Reduce -16.9% 77,927 $24.3M
Union Bancaire Privee, UBP SA 0.27% Reduce -43.3% 90,982 $24.2M
Mawer Investment Management Ltd. 0.16% Add +119.6% 72,028 $24.1M
Thrivent Financial for Lutherans 0.04% Reduce -12.9% 72,252 $24.1M
Whittier Trust Co. of Nevada Inc. 0.45% Add +1.1% 78,853 $24.1M
Assenagon Asset Management S.A. 0.03% Reduce -75.3% 71,497 $23.9M
Bridgewater Associates 0.10% Reduce -83.5% 71,078 $23.8M
Verition Fund Management LLC 0.18% Reduce -18.7% 69,768 $23.4M
Kera Capital Partners, Inc. 2.25% Reduce -0.5% 69,764 $23.4M
Arax Advisory Partners 0.16% Add +1018.7% 69,752 $23.4M
Sanctuary Advisors, LLC 0.11% Add +11.0% 69,199 $23.2M
EP Wealth Advisors, LLC 0.09% Add +673.0% 68,995 $23.1M
Senator Investment Group LP 0.84% Reduce -73.6% 68,746 $23.0M
Wealthfront Advisers LLC 0.04% Add +6.5% 67,579 $22.6M
TIAA Wealth Investment Management LLC 0.15% Add +25.6% 67,317 $22.5M
Tema ETFs LLC 0.73% Add +10.7% 67,162 $22.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.19% Add +8.8% 66,924 $22.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.91% Add +0.6% 65,897 $22.1M
Reynders McVeigh Capital Management, LLC 0.97% Reduce -5.0% 65,559 $21.9M
Oppenheimer & Co. Inc. 0.23% Reduce -2.1% 65,520 $21.9M
Pinebridge Investments LLC 0.18% Add +272.0% 64,962 $21.8M
Public Sector Pension Investment Board 0.06% Add +1.4% 64,917 $21.7M
Ceredex Value Advisors LLC 0.61% Reduce -6.7% 64,675 $21.7M
Venture Visionary Partners LLC 0.60% Reduce -1.8% 64,568 $21.6M
Inspire Investing, LLC 0.88% Add +19.7% 64,299 $21.5M
Woodline Partners LP 0.07% Add +2.3% 64,295 $21.5M
ProShare Advisors LLC 0.03% Add +13.6% 64,137 $21.5M
Andra AP-fonden 0.24% Reduce -22.0% 63,513 $21.3M
Zweig-DiMenna Associates LLC 1.93% Reduce -20.2% 63,502 $21.3M
Cornerstone Capital, Inc. 1.90% Reduce -26.4% 63,393 $21.2M
Avanza Fonder AB 0.46% Add +18.4% 62,920 $21.1M
Private Advisor Group, LLC 0.10% Reduce -34.1% 62,808 $21.0M
First American Bank 1.17% Reduce -4.9% 62,463 $20.9M
Sierra Summit Advisors LLC 2.32% Reduce -5.8% 62,125 $20.8M
Macquarie Group Ltd. 0.09% Add +11.5% 61,861 $20.7M
Old National Bancorp 0.41% Reduce -2.7% 61,727 $20.7M
Varma Mutual Pension Insurance Co 0.11% Reduce -15.4% 61,700 $20.7M
NEOS Investment Management LLC 0.08% Add +10.5% 61,679 $20.7M
New York Life Investment Management LLC 0.14% Add +3.3% 61,651 $20.6M
Clark Capital Management Group, Inc. 0.11% Reduce -5.2% 60,638 $20.3M
N10 Wealth, LLC 7.15% — 60,194 $20.2M
Glynn Capital Management LLC 5.48% Reduce -16.5% 59,489 $19.9M
N10 Assets, LLC 8.60% — 59,404 $19.9M
Neville Rodie & Shaw Inc. 1.28% Reduce -3.3% 59,296 $19.9M
Utah Retirement Systems 0.19% Reduce -5.8% 58,249 $19.5M
Sumitomo Life Insurance Co. 0.32% Add +2.7% 57,878 $19.4M
Police & Firemen's Retirement System of New Jersey 0.14% Reduce -1.8% 57,517 $19.3M
Nordwand Advisors, LLC 2.93% Add +0.2% 57,124 $19.1M
Ethic Inc. 0.24% Add +9.9% 56,778 $19.0M
Rakuten Investment Management, Inc. 0.05% Add +10.4% 61,637 $18.9M
Natixis 0.09% Add +11.5% 56,470 $18.9M
BNP Paribas 0.51% Add +3.4% 56,998 $18.9M
OMERS ADMINISTRATION Corp 0.11% Add +5.0% 56,350 $18.9M
Captrust Financial Advisors 0.03% Reduce -3.6% 56,334 $18.9M
Incline Global Management LLC 5.28% New 56,183 $18.8M
Advocacy Wealth Management, LLC 0.68% Reduce -0.9% 55,976 $18.7M
MAI Capital Management 0.07% Add +13.3% 55,742 $18.7M
Oak Ridge Investments LLC 1.05% Add +19.0% 55,500 $18.6M
Cinctive Capital Management LP 0.73% Add +5708.9% 55,010 $18.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Add +8.8% 54,462 $18.2M
Copeland Capital Management, LLC 0.37% Reduce -3.2% 54,279 $18.2M
&partners 0.07% Add +24.0% 54,220 $18.2M
D. E. Shaw & Co. 0.01% Reduce -63.3% 54,056 $18.1M
Scotia Capital Inc. 0.07% Add +19.5% 54,016 $18.1M
Pennant Investors, LP 5.40% Reduce -50.5% 54,000 $18.1M
Sit Investment Associates Inc. 0.34% No change 53,385 $17.9M
Corient Private Wealth LP 0.02% Add +1.4% 53,061 $17.8M
Mutual of America Capital Management LLC 0.17% Reduce -22.5% 52,225 $17.5M
Chase Investment Counsel Corp. 3.68% Reduce -3.3% 52,108 $17.4M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -20.3% 52,540 $17.4M
Adams Diversified Equity Fund, Inc. 0.53% No change 51,800 $17.3M
Federation des caisses Desjardins du Quebec 0.05% Add +1.3% 51,741 $17.3M
Boothbay Fund Management, LLC 0.34% Reduce -5.6% 51,531 $17.3M
Reaves W H & Co. Inc. 0.26% Reduce -29.4% 51,434 $17.2M
M&T Bank Corp 0.05% Add +25.0% 51,148 $17.1M
Pathstone Holdings, LLC 0.05% Reduce -5.2% 51,081 $17.1M
Scopus Asset Management, L.P. 0.40% Add +108.6% 50,930 $17.1M
Ilmarinen Mutual Pension Insurance Co 0.11% Reduce -12.9% 50,500 $16.9M
Strategic Blueprint, LLC 0.83% Reduce -11.1% 49,888 $16.7M
Commerce Bank 0.07% Add +10.5% 49,852 $16.7M
Pinnacle Associates Ltd. 0.18% Add +2.1% 49,817 $16.7M
Knollwood Investment Advisory, LLC 1.46% No change 49,155 $16.5M
Vanguard Personalized Indexing Management, LLC 0.13% Add +11.8% 48,916 $16.4M
Jag Capital Management, LLC 1.50% Reduce -40.9% 47,808 $16.0M
Vident Advisory, LLC 0.12% Add +24.6% 47,788 $16.0M
OneDigital Investment Advisors LLC 0.13% Add +9.5% 47,672 $16.0M
Y-Intercept (Hong Kong) Ltd 0.32% New 47,597 $15.9M
Oregon Public Employees Retirement Fund 0.17% Add +7.9% 47,242 $15.8M
ING Groep NV 0.08% New 47,227 $15.8M
Carroll Investors, Inc 6.73% Add +0.1% 47,176 $15.8M
O'shaughnessy Asset Management, LLC 0.07% Add +28.6% 47,062 $15.8M
Ofi Invest Asset Management 0.16% Reduce -9.9% 53,512 $15.7M
Broadleaf Partners, LLC 3.03% Reduce -30.4% 46,774 $15.7M
Bank of Nova Scotia 0.02% Reduce -49.3% 46,725 $15.6M
Concurrent Investment Advisors, LLC 0.13% Add +26.1% 46,653 $15.6M
Oppenheimer Asset Management Inc. 0.16% Add +38.7% 46,580 $15.6M
Abacus FCF Advisors LLC 2.84% Reduce -23.6% 46,144 $15.4M
Edgemoor Investment Advisors, Inc. 1.06% Reduce -0.3% 46,011 $15.4M
Keystone Investors Pte Ltd. 0.82% — 45,965 $15.4M
Dakota Wealth Management 0.29% Add +34.1% 45,914 $15.4M
Independence Bank of Kentucky 1.73% Reduce -3.9% 45,817 $15.3M
Jackson Square Capital, LLC 2.13% Reduce -0.1% 45,745 $15.3M
Baker Avenue Asset Management, LP 0.29% Reduce -5.7% 45,639 $15.3M
ASR Vermogensbeheer N.V. 0.16% Add +83.8% 45,455 $15.2M
Oak Grove Capital LLC 1.12% Reduce -34.8% 45,369 $15.2M
Zimmer Partners, LP 0.36% New 45,000 $15.1M
IFP Advisors, Inc 0.27% Add +2.4% 44,957 $15.1M
iA Global Asset Management Inc. 0.18% Add +103.2% 44,922 $15.0M
Great Valley Advisor Group, Inc. 0.24% Add +5.4% 44,743 $15.0M
Eagle Bluffs Wealth Management LLC 4.94% Add +1.2% 44,150 $14.8M
Abn Amro Investment Solutions 0.13% Reduce -1.4% 44,112 $14.8M
Jane Street Group, LLC 0.01% Reduce -12.6% 44,099 $14.8M
NLB Skladi, upravljanje premozenja, d.o.o. 0.55% Add +41.7% 43,694 $14.6M
Frontier Capital Management Co. LLC 0.14% Reduce -5.0% 43,281 $14.5M
Squarepoint Ops LLC 0.03% Reduce -90.2% 42,997 $14.4M
ExodusPoint Capital Management, LP 0.13% New 42,678 $14.3M
Two Sigma Investments, LP 0.01% Reduce -19.2% 42,141 $14.1M
Erste Asset Management GmbH 0.11% Reduce -30.3% 45,718 $14.0M
Fundsmith 0.10% Reduce -54.1% 41,893 $14.0M
Freestone Grove Partners LP 0.09% New 41,852 $14.0M
Advisory Services Network, LLC 0.16% Add +0.1% 41,816 $14.0M
Crystal Rock Capital Management 7.00% Reduce -36.8% 41,025 $13.7M
Waverly Advisors, LLC 0.08% Reduce -1.6% 40,595 $13.6M
Tudor Investment Corporation 0.06% Add +1314.8% 40,476 $13.6M
HUB Investment Partners, LLC 0.25% Add +10.5% 40,324 $13.5M
WCG Wealth Advisors LLC 0.32% Reduce -1.0% 39,909 $13.4M
Aragon Global Management, LP 5.06% No change 39,900 $13.4M
Rafferty Asset Management, LLC 0.03% Add +58.7% 39,522 $13.2M
Munro Partners 0.30% Reduce -58.0% 39,070 $13.1M
LMR Partners LLP 0.12% Add +665.0% 38,821 $13.0M
Stephens Inc. 0.15% Reduce -18.8% 38,757 $13.0M
Nisa Investment Advisors, LLC 0.04% Reduce -0.8% 38,692 $13.0M
Allstate Corp. 0.13% Add +1.6% 38,437 $12.9M
CMH Wealth Management LLC 1.93% Add +0.6% 37,825 $12.7M
Nixon Peabody Trust Co. 0.90% Reduce -30.9% 37,795 $12.7M
State of Alaska, Department of Revenue 0.13% Reduce -0.9% 37,636 $12.6M
M & L Capital Management Ltd 3.36% Add +37.9% 37,100 $12.4M
Bradley Foster & Sargent Inc. 0.17% Reduce -1.8% 36,731 $12.3M
Snowden Capital Advisors LLC 0.29% Add +10.7% 36,274 $12.1M
Merit Financial Group, LLC 0.08% Add +55.5% 36,110 $12.1M
Southeast Asset Advisors, LLC 1.21% Reduce -2.4% 35,574 $11.9M
Vega Investment Solutions 1.67% Add +190.1% 37,338 $11.7M
FIL Ltd 0.01% Reduce -1.6% 34,893 $11.7M
VMS Asset Management Limited 3.70% Add +48.2% 34,779 $11.6M
Westwind Capital 2.76% New 34,758 $11.6M
Yousif Capital Management, LLC 0.13% Reduce -7.0% 34,733 $11.6M
Fulton Breakefield Broenniman LLC 0.68% Add +2.7% 34,625 $11.6M
Ithaka Group LLC 2.10% Add +34.6% 34,554 $11.6M
Summit Financial, LLC 0.13% Add +10.2% 34,345 $11.5M
CVFG LLC 1.21% Reduce -27.9% 34,282 $11.5M
Dnca Finance 0.56% Reduce -41.5% 34,197 $11.4M
RH Tailwind Management, LLC 5.31% Reduce -18.5% 34,000 $11.4M
SIR Capital Management, L.P. 1.31% Reduce -5.0% 33,987 $11.4M
Kessler Investment Group, LLC 4.85% Reduce -6.2% 33,957 $11.4M
Sterling Capital Management LLC 0.19% Reduce -10.8% 33,896 $11.3M
Daiichi Life Insurance Co., Ltd. 0.26% Reduce -8.4% 33,627 $11.3M
Thor Investment Management Inc. /Oh/ 6.40% Reduce -2.3% 33,528 $11.2M
Perigon Wealth Management, LLC 0.17% Reduce -3.9% 32,888 $11.0M
Investment Management Corp of Ontario 0.14% Add +17.8% 32,714 $11.0M
Equitable Holdings, Inc. 0.07% Add +8.6% 32,532 $10.9M
Bokf, NA 0.15% Add +18.6% 32,364 $10.8M
Meiji Yasuda Asset Management Co Ltd. 0.48% Add +50.5% 31,937 $10.7M
Donaldson Capital Management, LLC 0.30% New 31,815 $10.7M
Atlantic Union Bankshares Corp 0.18% Add +10.1% 31,805 $10.6M
M&G PLC 0.06% Reduce -22.2% 31,766 $10.6M
Integrated Wealth Concepts LLC 0.07% Add +51.8% 31,599 $10.6M
Eagle Global Advisors LLC 0.35% New 31,487 $10.5M
WINTON GROUP Ltd 0.34% New 31,484 $10.5M
FFG Partners, LLC 3.02% Add +0.5% 31,388 $10.5M
Morse Asset Management, Inc 1.72% Reduce -0.2% 30,856 $10.3M
Renaissance Technologies 0.01% Reduce -96.8% 30,758 $10.3M
Old West Investment Management, LLC 1.08% Add +5.6% 30,458 $10.2M
Park Avenue Securities LLC 0.06% Add +13.6% 30,175 $10.1M
Trifecta Capital Advisors, LLC 1.30% Add +5.2% 30,126 $10.1M
Wormser Freres Gestion 5.69% New 31,408 $10.1M
Mizuho Securities USA LLC 0.16% Add +30.0% 30,071 $10.1M
Faithward Advisors, LLC 1.22% Reduce -3.3% 29,929 $10.0M
Teachers Retirement System of the State of Kentucky 0.07% No change 29,900 $10.0M
Bluespring Wealth Management, LLC 0.19% New 29,844 $10.0M
Seascape Capital Management 2.37% Reduce -0.8% 29,528 $9.9M
Gulf International Bank (UK) Ltd 0.19% Add +3.9% 29,169 $9.8M
Mitchell Capital Management Co. 1.47% Add +0.1% 28,860 $9.7M
B. Metzler seel. Sohn & Co. AG 0.08% Add +35.7% 28,843 $9.7M
Brant Point Investment Management LLC 2.14% Reduce -11.4% 28,693 $9.6M
Stanley-Laman Group, Ltd. 0.97% Reduce -2.3% 28,634 $9.6M
NS Partners Ltd 0.41% New 28,447 $9.5M
Kieckhefer Group LLC 3.87% Reduce -1.0% 28,429 $9.5M
Bulltick Wealth Management, LLC 1.92% Reduce -32.7% 28,167 $9.4M
Stelac Advisory Services LLC 1.76% Reduce -32.8% 28,154 $9.4M
Ashton Thomas Private Wealth, LLC 0.19% Add +7.8% 27,790 $9.3M
Crestwood Capital Management, L.P. 6.08% New 27,711 $9.3M
Mezzasalma Advisors, LLC 1.85% Add +1.4% 27,525 $9.2M
Azzad Asset Management Inc. 0.82% Reduce -16.9% 27,478 $9.2M
Alerus Financial NA 0.40% Reduce -19.4% 27,354 $9.2M
Wedbush Securities Inc. 0.24% Add +38.6% 27,332 $9.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% Add +2006.8% 27,283 $9.1M
Emerald Investment Advisers, LLC 0.60% Add +10.3% 27,136 $9.1M
New Age Alpha Advisors, LLC 0.38% Add +9.7% 27,057 $9.1M
Davidson Capital Management Inc. 1.44% Reduce -2.3% 26,781 $9.0M
Electron Capital Partners, LLC 0.36% Reduce -1.0% 26,670 $8.9M
Itau Unibanco Holding S.A. 0.18% Reduce -13.3% 26,627 $8.9M
Prosperitas Financial LLC 2.84% Add +0.7% 26,475 $8.9M
Apollon Wealth Management, LLC 0.11% Add +1.1% 26,473 $8.9M
Ulland Investment Advisors, LLC 6.53% Reduce -2.4% 26,386 $8.8M
Equitable Trust Co. 0.37% Reduce -0.4% 26,261 $8.8M
Triglav Investments, D.O.O. 0.45% Add +2.7% 25,788 $8.6M
Game Creek Capital, LP 3.72% Reduce -38.6% 25,725 $8.6M
Hennion & Walsh Asset Management, Inc. 0.25% Add +8.7% 25,665 $8.6M
Saudi Central Bank 0.11% Add +89.8% 25,443 $8.5M
Penserra Capital Management LLC 0.07% Reduce -21.5% 25,396 $8.5M
Nwam LLC 0.42% Reduce -14.8% 25,241 $8.5M
Westbourne Investments, Inc. 3.43% Add +3.5% 25,120 $8.4M
Telligent Fund, LP 6.17% No change 25,000 $8.4M
Brown, Lisle/Cummings, Inc. 1.87% Add +2.1% 24,954 $8.4M
Geneva Partners, LLC 2.22% Reduce -12.1% 24,854 $8.3M
Guardian Capital LP 0.20% Reduce -0.8% 24,839 $8.3M
Orion Porfolio Solutions, LLC 0.06% Add +69.6% 24,189 $8.1M
Mgo One Seven LLC 0.13% Add +14.0% 24,110 $8.1M
Kentucky Retirement Systems 0.20% New 24,017 $8.0M
Cherry Creek Investment Advisors, Inc. 3.16% Reduce -0.5% 23,964 $8.0M
SteelPeak Wealth, LLC 0.21% Add +25.4% 23,881 $8.0M
Phoenix Financial Ltd. 0.05% Add +153.6% 23,866 $8.0M
Baldwin Investment Management, LLC 0.77% Reduce -1.1% 23,823 $8.0M
Krane Funds Advisors LLC 0.28% Add +100.8% 23,818 $8.0M
Stonebridge Financial Group, LLC 0.59% Reduce -16.7% 23,221 $7.8M
Rockline Wealth Management, LLC 1.48% Add +11.6% 23,147 $7.8M
Diversify Advisory Services, LLC 0.13% New 26,865 $7.7M
Diversify Wealth Management, LLC 0.13% Add +217.2% 26,865 $7.7M
Sterling Investment Advisors, Ltd. 1.28% Add +0.3% 22,935 $7.7M
Nilsine Partners, LLC 0.53% Add +0.8% 22,910 $7.7M
Night Squared LP 0.82% New 22,871 $7.7M
LGT Fund Management Co Ltd. 0.32% Reduce -37.9% 22,863 $7.7M
Norinchukin Bank, The 0.07% Add +48.9% 22,693 $7.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0.94% Add +0.7% 22,653 $7.6M
Deepwater Asset Management, LLC 3.43% Reduce -8.5% 22,576 $7.6M
Merrion Investment Management Co, LLC 3.57% No change 22,500 $7.5M
Kornitzer Capital Management Inc. 0.16% Reduce -65.0% 22,260 $7.5M
Sequoia Financial Advisors, LLC 0.04% Add +4.3% 22,258 $7.5M
Left Brain Wealth Management, LLC 2.24% Add +10.0% 22,233 $7.4M
Axxcess Wealth Management, LLC 0.12% New 22,179 $7.4M
Royal Fund Management, LLC 0.62% Reduce -6.6% 22,068 $7.4M
Scalar Gauge Management, LLC 4.06% Reduce -8.3% 22,000 $7.4M
Global Retirement Partners, LLC 0.11% — 21,885 $7.3M
Bensler, LLC 0.65% Add +8.6% 21,796 $7.3M
Arkadios Wealth Advisors 0.11% Add +52.3% 21,795 $7.3M
Lido Advisors, LLC 0.03% Add +64.9% 21,677 $7.3M
Balyasny Asset Management L.P. 0.01% Add +322.3% 21,271 $7.1M
Beacon Harbor Wealth Advisors, Inc. 1.39% Reduce -0.5% 29,441 $7.1M
Hartford Investment Management Co. 0.20% Reduce -2.6% 21,232 $7.1M
Aptus Capital Advisors, LLC 0.05% Add +698.5% 21,161 $7.1M
Longbow Finance SA 0.90% New 20,984 $7.0M
Illinois Municipal Retirement Fund 0.08% Add +8.5% 20,908 $7.0M
Advisors Asset Management, Inc. 0.11% Reduce -13.8% 20,822 $7.0M
Huntington National Bank 0.04% Add +87.1% 20,717 $6.9M
Sigma Planning Corp 0.17% Reduce -23.4% 20,689 $6.9M
Trilogy Capital Inc. 0.27% Reduce -28.9% 20,682 $6.9M
Hudson Bay Capital Management LP 0.04% Add +187.2% 20,513 $6.9M
Maryland State Retirement & Pension System 0.12% Add +7.0% 20,437 $6.8M
Peloton Wealth Strategists 2.60% Reduce -4.2% 20,270 $6.8M
Kestra Private Wealth Services, LLC 0.07% Add +42.6% 20,233 $6.8M
Farther Finance Advisors, LLC 0.05% Add +34.9% 20,300 $6.8M
Thornburg Investment Management Inc. 0.06% Reduce -82.5% 20,161 $6.8M
Brookstone Capital Management 0.07% Add +199.5% 20,142 $6.7M
Legacy Bridge, LLC 2.08% Add +0.7% 20,066 $6.7M
Twin Peaks Capital Ltd 4.62% No change 20,000 $6.7M
Sargent Investment Group, LLC 0.80% Reduce -19.6% 19,911 $6.7M
Balboa Wealth Partners 0.91% Reduce -5.4% 19,864 $6.7M
Lanark Financial, Inc. 0.45% Reduce -3.1% 19,645 $6.6M
Himension Capital (singapore) Pte. LTD. 0.40% Add +33.8% 19,605 $6.6M
Louisiana State Employees Retirement System 0.10% Add +0.5% 19,600 $6.6M
Sage Capital Advisors,llc 1.36% Add +0.8% 19,582 $6.6M
Mission Creek Capital Partners, Inc. 1.15% Add +5.5% 19,548 $6.5M
McBroom & Associates, LLC 3.25% New 19,295 $6.5M
Abundance Wealth Counselors 0.42% Add +77.3% 19,230 $6.4M
New Mexico Educational Retirement Board 0.16% New 19,000 $6.4M
Fisher Asset Management 0.00% Add +7.8% 18,944 $6.3M
Leeward Financial Partners, LLC 1.66% Reduce -4.7% 18,943 $6.3M
Guggenheim Capital LLC 0.04% Add +99.5% 18,728 $6.3M
Elo Mutual Pension Insurance Co 0.08% Add +4.4% 18,586 $6.2M
Gilder Gagnon Howe & Co. LLC 0.06% Reduce -4.4% 18,512 $6.2M
Baader Bank Aktiengesellschaft 0.50% Add +772.2% 18,360 $6.1M
Callan Family Office, LLC 0.12% Add +35.2% 18,320 $6.1M
Van Eck Associates Corp. 0.00% Add +356.5% 18,136 $6.1M
Seldon Capital LP 1.90% Reduce -6.2% 18,128 $6.1M
Princeton Global Asset Management LLC 0.87% Reduce -1.0% 18,084 $6.1M
Atria Investments, Inc 0.06% Add +19.7% 18,019 $6.0M
Wakefield Asset Management LLLP 1.35% Reduce -0.4% 17,853 $6.0M
LGT Group Foundation 0.07% Reduce -25.4% 17,819 $6.0M
Smith Salley Wealth Management 0.26% Reduce -10.2% 17,792 $6.0M
Haven Capital Group, Inc. 4.77% Add +1.0% 17,728 $5.9M
NTV Asset Management LLC 0.58% Reduce -1.9% 17,642 $5.9M
AIA Group Ltd 0.07% Add +138.4% 17,620 $5.9M
Prospera Financial Services Inc 0.09% Reduce -7.1% 17,582 $5.9M
Mutual Advisors, LLC 0.11% Reduce -0.6% 17,514 $5.9M
Prime Capital Investment Advisors, LLC 0.06% Reduce -2.9% 17,508 $5.9M
Independent Financial Group, LLC 0.11% Reduce -5.2% 17,462 $5.8M
Vestcor Inc 0.14% No change 17,420 $5.8M
Chilton Investment Co. Inc. 0.14% Add +729.3% 17,383 $5.8M
Oak Harvest Investment Services 0.54% Reduce -36.8% 17,300 $5.8M
HCR Wealth Advisors 0.52% Reduce -41.2% 17,271 $5.8M
Wealthcare Advisory Partners LLC 0.11% Reduce -4.6% 17,268 $5.8M
Susquehanna Portfolio Strategies, LLC 0.09% Reduce -12.5% 17,208 $5.8M
CenterBook Partners LP 0.28% Add +864.6% 17,063 $5.7M
United Capital Financial Advisors, LLC 0.03% Add +12.7% 17,028 $5.7M
Horizon Investments, LLC 0.06% Add +33.6% 17,019 $5.7M
Weiss Asset Management LP 0.10% New 16,924 $5.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.13% Reduce -13.6% 16,934 $5.7M
Allworth Financial LP 0.02% Reduce -63.8% 16,852 $5.6M
Vise Technologies, Inc. 0.06% Add +78.8% 16,828 $5.6M
Trexquant Investment LP 0.03% Reduce -92.4% 16,557 $5.5M
SBI Securities Co., Ltd. 0.13% Add +11.9% 16,549 $5.5M
Tokio Marine Asset Management Co. Ltd. 0.17% Add +17.1% 16,504 $5.5M
Next Century Growth Investors LLC 0.29% Reduce -48.9% 16,501 $5.5M
International Assets Investment Management, LLC 0.33% Add +42.3% 17,669 $5.5M
J. Safra Sarasin Holding AG 0.08% Add +111.5% 18,499 $5.5M
Schear Investment Advisers, LLC 1.81% Add +3.9% 16,200 $5.4M
1832 Asset Management L.P. 0.01% Reduce -97.5% 16,200 $5.4M
Milestone Asset Management, LLC 0.85% New 16,157 $5.4M
AG2R La Mondiale Gestion D'actifs 0.20% Add +4.7% 16,059 $5.4M
Harvest Fund Management Co., Ltd 0.18% Reduce -4.8% 16,003 $5.4M
Lombard Odier Asset Management (Switzerland) SA 0.17% Add +9.5% 15,973 $5.3M
Kovack Advisors, Inc. 0.26% Add +8.5% 16,572 $5.3M
Fulcrum Asset Management LLP 0.53% New 17,377 $5.3M
Lighthouse Financial LLC 2.77% Reduce -1.8% 15,917 $5.3M
Ancora Advisors LLC 0.10% Reduce -2.5% 15,908 $5.3M
National Philanthropic Trust 0.08% Add +10.0% 15,827 $5.3M
Laird Norton Wetherby Trust Company, LLC 0.10% Add +4.9% 15,727 $5.3M
Benchmark Investment Advisors LLC 2.30% Add +6.2% 15,651 $5.2M
Pallas Capital Advisors LLC 0.16% Reduce -6.6% 15,557 $5.2M
Fidelis Capital Partners, LLC 0.30% Add +17.2% 15,453 $5.2M
Parsons Capital Management Inc. 0.23% Reduce -3.3% 15,282 $5.1M
Cornerstone Select Advisors, LLC 2.15% Add +11.6% 15,234 $5.1M
CSM Advisors, LLC 0.11% Add +14.6% 15,174 $5.1M
MUFG Securities EMEA plc 0.05% Reduce -4.1% 15,034 $5.0M
Ritholtz Wealth Management 0.07% Add +106.3% 14,935 $5.0M
Castle Rock Wealth Management, LLC 0.96% Add +0.4% 15,760 $4.9M
Plato Investment Management Ltd 0.28% Reduce -7.1% 14,740 $4.9M
Crossmark Global Holdings, Inc. 0.06% Add +17.6% 14,632 $4.9M
ABN AMRO Bank N.V. 0.06% Add +378.3% 15,349 $4.9M
WD Rutherford LLC 1.76% Reduce -4.6% 14,516 $4.9M
Brighton Jones LLC 0.09% Reduce -5.5% 14,500 $4.9M
Patton Fund Management, Inc. 1.05% Reduce -29.7% 14,456 $4.8M
Prevail Innovative Wealth Advisors, LLC 0.71% Reduce -15.2% 14,290 $4.8M
Sienna Gestion 0.28% New 15,352 $4.8M
Krilogy Financial LLC 0.14% Add +0.5% 14,208 $4.8M
Spirit of America Management Corp. 0.90% No change 14,200 $4.8M
Global Trust Asset Management, LLC 1.48% Add +8.7% 14,076 $4.7M
Viking Fund Management LLC 0.42% Reduce -12.5% 14,000 $4.7M
Y.D. More Investments Ltd 0.15% Add +6.0% 13,997 $4.7M
Guardian Asset Advisors, LLC 2.16% Add +18.0% 13,958 $4.7M
Rowlandmiller & Partners.adv 0.85% Add +0.5% 13,953 $4.7M
Westpac Banking Corp. 0.29% Reduce -37.5% 13,941 $4.7M
Shaker Investments LLC 1.67% Reduce -0.7% 13,895 $4.7M
Win Advisors, Inc. 1.66% Add +172.9% 13,868 $4.6M
Beacon Pointe Advisors, LLC 0.02% Add +9.6% 13,864 $4.6M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -17.1% 13,850 $4.6M
Convergence Investment Partners, LLC 0.44% New 13,763 $4.6M
Werlinich Asset Management, LLC 1.76% Reduce -0.2% 13,760 $4.6M
PFG Investments, LLC 0.18% Reduce -9.4% 13,754 $4.6M
HB Wealth Management, LLC 0.03% Add +13.9% 13,699 $4.6M
Aubrey Capital Management Ltd 2.87% Reduce -13.8% 13,700 $4.6M
Bleakley Financial Group, LLC 0.06% Add +13.5% 13,549 $4.5M
Harvest Portfolios Group Inc. 0.06% New 13,500 $4.5M
Meitav Investment House Ltd. 0.03% Reduce -14.6% 13,500 $4.5M
Nia Impact Advisors, LLC 1.87% Reduce -43.3% 13,472 $4.5M
Coastal Bridge Advisors, LLC 0.28% Reduce -16.4% 13,460 $4.5M
Argent Capital Management LLC 0.14% Reduce -45.4% 13,368 $4.5M
Titan Investment Management LLC 3.31% Add +5.2% 13,363 $4.5M
Caxton Associates LLP 0.08% Add +1055.8% 13,257 $4.4M
Spartan Wealth Advisory Services LLC 0.36% Reduce -0.8% 13,119 $4.4M
Koshinski Asset Management, Inc. 0.23% Reduce -0.9% 13,089 $4.4M
Bouvel Investment Partners, LLC 0.99% Reduce -26.0% 13,088 $4.4M
Tower Research Capital LLC (TRC) 0.11% Add +246.5% 12,910 $4.3M
Wealth Management Partners, LLC 1.02% Reduce -7.2% 12,903 $4.3M
Novare Capital Management LLC 0.30% Reduce -1.1% 12,820 $4.3M
Summit Trail Advisors, LLC 0.05% Add +17.0% 12,744 $4.3M
Terra Nova Asset Management LLC 2.58% Reduce -1.6% 12,611 $4.2M
Alps Advisors Inc. 0.02% Add +66.9% 12,533 $4.2M
AXS Investments LLC 1.19% No change 12,500 $4.2M
Shariaportfolio, Inc. 1.48% Add +48.2% 12,470 $4.2M
Capstone Investment Advisors, LLC 0.04% Add +89.6% 12,437 $4.2M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.6% 12,315 $4.1M
Harbour Investments, Inc. 0.06% Add +189.1% 12,201 $4.1M
Main Management ETF Advisors, LLC 0.12% Add +9.9% 12,181 $4.1M
Piar LLC 2.51% Add +5.6% 12,105 $4.1M
Diversified Trust Co. 0.06% Reduce -36.9% 12,102 $4.1M
Genus Capital Management Inc. 0.40% Reduce -50.1% 12,100 $4.1M
Meridian Wealth Management, LLC 0.13% Add +3.4% 12,095 $4.0M
Slow Capital, Inc. 0.47% Add +5.4% 12,075 $4.0M
Cottage Street Advisors LLC 1.55% Add +12.5% 12,172 $4.0M
Stratos Wealth Partners, LTD. 0.04% Add +13.8% 11,993 $4.0M
Meiji Yasuda Life Insurance Co 0.13% Add +7.0% 11,867 $4.0M
Parallel Advisors, LLC 0.06% Add +23.4% 11,800 $4.0M
NewEdge Wealth, LLC 0.04% Add +1.1% 11,647 $3.9M
J.W. Cole Advisors, Inc. 0.07% Reduce -17.2% 11,635 $3.9M
Citizens Financial Group Inc. 0.05% Add +9.0% 11,628 $3.9M
Graham Capital Management, L.P. 0.15% Add +114.8% 11,600 $3.9M
CastleKnight Management LP 0.14% Reduce -60.7% 11,600 $3.9M
Mufg Securities Americas Inc. 0.20% Add +9.3% 11,569 $3.9M
Bridgeway Capital Management, LLC 0.07% No change 11,500 $3.9M
Moors & Cabot, Inc. 0.15% Reduce -5.8% 11,320 $3.8M
North Dakota State Investment Board 0.15% Add +2.6% 11,312 $3.8M
Williamson Legacy Group, LLC 1.86% Add +102.9% 11,176 $3.7M
Choreo, LLC 0.04% Reduce -18.6% 11,161 $3.7M
Spire Wealth Management 0.11% Add +0.1% 11,115 $3.7M
Shelton Capital Management 0.07% Reduce -8.3% 11,095 $3.7M
NovaPoint Capital, LLC 0.77% Add +2.0% 11,080 $3.7M
Harmony Asset Management LLC 0.99% Add +3.3% 11,061 $3.7M
Osmosis Investment Management UK Ltd 0.17% Reduce -48.9% 11,053 $3.7M
McCarter Private Wealth Services LLC 1.27% Reduce -11.6% 11,026 $3.7M
Florida Trust Wealth Management Co 0.09% Add +700.0% 11,008 $3.7M
Nicholas Investment Partners, LP 0.24% Reduce -20.9% 10,918 $3.7M
Redhawk Wealth Advisors, Inc. 0.36% Reduce -11.7% 10,816 $3.6M
Pennant Select, LLC 1.61% No change 10,800 $3.6M
Catalyst Funds Management Pty Ltd 0.20% Reduce -39.7% 10,800 $3.6M
Hilltop Holdings Inc. 0.29% Reduce -10.4% 10,771 $3.6M
Harbour Capital Advisors, LLC 0.66% Reduce -1.0% 11,310 $3.6M
Riggs Asset Managment Co. Inc. 0.64% New 10,690 $3.6M
Ameritas Advisory Services, LLC 0.07% Add +404.0% 10,684 $3.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.11% Reduce -30.1% 10,676 $3.6M
Metis Global Partners, LLC 0.08% Reduce -0.5% 10,655 $3.6M
Praxis Investment Management Inc. 0.19% No change 10,544 $3.5M
Horizon Kinetics Asset Management LLC 0.04% Reduce -4.6% 10,515 $3.5M
Meeder Advisory Services, Inc. 0.13% Reduce -0.2% 10,492 $3.5M
BW Gestao de Investimentos Ltda. 0.08% New 10,374 $3.5M
Ossiam 0.05% Add +389.4% 10,336 $3.5M
Darwin Wealth Management, LLC 0.93% Reduce -14.2% 10,174 $3.4M
Canada Post Corp Registered Pension Plan 0.12% Add +5.1% 10,150 $3.4M
Cresset Asset Management, LLC 0.01% Add +57.5% 10,139 $3.4M
Oddo BHF Asset Management Sas 0.16% Add +24.8% 10,064 $3.4M
Kentucky Retirement Systems Insurance Trust Fund 0.20% Reduce -0.5% 9,967 $3.3M
Carl P. Sherr & Co., LLC 1.40% Reduce -3.2% 9,945 $3.3M
Valeo Financial Advisors, LLC 0.07% Add +16.8% 9,934 $3.3M
Tealwood Asset Management Inc. 1.27% Reduce -2.0% 9,894 $3.3M
Axq Capital, LP 0.36% Add +171.3% 9,800 $3.3M
Coldstream Capital Management Inc. 0.04% Reduce -6.8% 9,784 $3.3M
Acumen Wealth Advisors, LLC 0.69% Add +180.9% 9,766 $3.3M
Vennlight Capital Management, LP 2.19% New 9,760 $3.3M
Finivi Inc. 1.67% Reduce -28.0% 9,746 $3.3M
Harbor Investment Advisory, LLC 0.23% Add +9.2% 9,718 $3.3M
Independent Advisor Alliance 0.08% Add +4.8% 9,663 $3.2M
NorthCrest Asset Manangement, LLC 0.08% Add +32.5% 9,958 $3.2M
Brendel Financial Advisors LLC 1.49% Reduce -0.2% 9,585 $3.2M
Sound View Wealth Advisors Group, LLC 0.20% Add +1.5% 9,508 $3.2M
PW Nova Financial Services LLC 0.68% Reduce -0.3% 9,446 $3.2M
Brown Brothers Harriman & Co. 0.01% Add +185.5% 9,426 $3.2M
Savant Capital, LLC 0.01% Add +148.9% 10,880 $3.1M
Quantum Private Wealth, LLC 0.80% Reduce -8.6% 9,335 $3.1M
KKM Financial LLC 0.43% New 12,908 $3.1M
Fisher Funds Management LTD 0.09% No change 9,298 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.6% 9,295 $3.1M
Fiduciary Family Office, LLC 0.78% Reduce -9.0% 9,292 $3.1M
Valley Wealth Managers, Inc. 0.18% Add +3.3% 9,290 $3.1M
Regions Financial Corp. 0.02% Reduce -22.9% 9,269 $3.1M
Signaturefd, LLC 0.04% Add +5.7% 9,220 $3.1M
Sivia Capital Partners, LLC 0.38% Add +21.3% 9,215 $3.1M
Graphene Investments SAS 1.79% Reduce -16.4% 9,200 $3.1M
Americana Partners, LLC 0.07% Add +150.0% 9,192 $3.1M
WESPAC Advisors SoCal, LLC 0.55% Add +10.6% 9,174 $3.1M
Clearstead Advisors, LLC 0.03% Add +30.8% 9,167 $3.1M
Chicago Partners Investment Group LLC 0.06% Add +16.3% 10,058 $3.1M
Westover Capital Advisors, LLC 0.50% Add +4.3% 9,060 $3.0M
Kennedy Investment Group, Inc. 1.02% Reduce -0.2% 9,002 $3.0M
Herbst Group, LLC 1.64% Add +2.3% 9,000 $3.0M
Ring Mountain Capital, LLC 1.25% Add +1.6% 8,924 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -36.6% 8,925 $3.0M
Eos Management, L.P. 1.18% Reduce -22.1% 8,863 $3.0M
Carnegie Investment Counsel 0.06% Reduce -49.9% 8,855 $3.0M
Eley Financial Management, Inc 0.96% Reduce -55.0% 8,850 $3.0M
Securian Asset Management, Inc. 0.11% Reduce -1.8% 10,192 $3.0M
Kingswood Wealth Advisors, LLC 0.12% Reduce -5.3% 8,738 $2.9M
Summerhill Capital Management lnc. 2.33% Reduce -44.3% 8,731 $2.9M
China Universal Asset Management Co., Ltd. 0.17% Reduce -5.9% 8,724 $2.9M
Centaurus Financial, Inc. 0.11% Add +22.3% 8,703 $2.9M
Arthur M. Cohen & Associates, LLC 0.45% Add +14.3% 8,691 $2.9M
Bannerstone Capital Management, LLC 2.44% New 8,652 $2.9M
Highland Capital Management, LLC 0.13% Add +2.1% 8,646 $2.9M
AE Wealth Management LLC 0.01% Add +15.6% 8,626 $2.9M
Everhart Financial Group, Inc. 0.18% Reduce -18.4% 8,581 $2.9M
Kingsview Wealth Management, LLC 0.03% Add +8.5% 8,570 $2.9M
Jefferies Financial Group Inc. 0.03% Add +171.6% 8,505 $2.8M
Hollow Brook Wealth Management LLC 0.56% Reduce -42.3% 8,472 $2.8M
New Wave Wealth Advisors LLC 0.77% Reduce -5.1% 8,458 $2.8M
Principal Securities, Inc. 0.03% Add +4.7% 8,450 $2.8M
Numerai GP LLC 0.23% Reduce -18.1% 8,433 $2.8M
Strengthening Families & Communities, LLC 0.63% New 8,422 $2.8M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -4.6% 8,352 $2.8M
Flputnam Investment Management Co. 0.03% Reduce -1.9% 8,350 $2.8M
New England Research & Management, Inc. 1.09% Add +68.3% 8,330 $2.8M
Wahed Invest LLC 0.29% Reduce -13.3% 8,305 $2.8M
E. Ohman J:or Asset Management AB 0.06% No change 8,292 $2.8M
Platinum Investment Management Ltd. 0.68% Reduce -18.2% 8,286 $2.8M
Waterloo Capital, L.P. 0.16% Add +12.4% 8,280 $2.8M
Glenmede Trust Co. NA 0.01% Add +132.5% 8,261 $2.8M
Wealthspire Advisors, LLC 0.02% Add +817.6% 8,213 $2.7M
MKP Capital Management, L.L.C. 0.08% New 8,200 $2.7M
Paragon Advisors, LLC 0.58% Reduce -29.2% 8,197 $2.7M
Engineers Gate Manager LP 0.04% Add +32.0% 8,176 $2.7M
Kingsman Wealth Management, Inc. 1.27% Add +121.7% 8,110 $2.7M
StoneCrest Wealth Management, Inc. 0.86% Reduce -15.1% 8,050 $2.7M
Arlington Capital Management, Inc. 1.67% Add +10.5% 8,033 $2.7M
Rithm Capital Corp. 3.75% No change 8,000 $2.7M
Bowen Hanes & Co. Inc. 0.07% No change 10,645 $2.7M
Goldstream Capital Management Ltd 3.17% Reduce -38.7% 7,928 $2.7M
Hodges Capital Management Inc. 0.18% Reduce -32.4% 7,925 $2.7M
Parisi Gray Wealth Management 0.54% Reduce -0.1% 7,902 $2.6M
Clough Capital Partners L P 0.22% New 7,889 $2.6M
Daymark Wealth Partners, LLC 0.06% Add +11.3% 7,888 $2.6M
Oakmont Investment Advisors, Inc. 1.83% Reduce -13.1% 7,869 $2.6M
Assetmark, Inc. 0.00% Add +23.8% 7,865 $2.6M
Quartz Partners, LLC 0.86% Reduce -27.9% 7,862 $2.6M
WealthPlan Investment Management, LLC 0.13% Add +2.0% 7,849 $2.6M
VestGen Advisors, LLC 0.08% Reduce -0.3% 7,836 $2.6M
Keybank National Association 0.01% Add +2.9% 7,826 $2.6M
Waddell & Associates, LLC 0.13% Add +3.4% 7,757 $2.6M
Cladis Investment Advisory, LLC 1.19% Reduce -1.9% 7,635 $2.6M
Polymer Capital Management (US) LLC 0.38% Reduce -65.9% 7,630 $2.6M
Parcion Private Wealth LLC 0.14% Add +6.0% 7,612 $2.5M
Discovery Capital Management, LLC / CT 0.11% New 7,589 $2.5M
Axxion S.A. 0.18% — 7,577 $2.5M
Siemens Fonds Invest GmbH 0.12% Add +7.7% 7,502 $2.5M
Aster Capital Management (DIFC) Ltd 0.53% Add +141.6% 7,462 $2.5M
DSG Capital Advisors, LLC 0.35% Add +13.1% 8,229 $2.5M
Harvest Investment Services, LLC 0.39% Reduce -11.1% 7,448 $2.5M
Agf Management Ltd. 0.01% Reduce -0.3% 7,400 $2.5M
Brasada Capital Management, LP 0.45% New 7,365 $2.5M
Accent Capital Management, LLC 1.06% Add +40.3% 7,331 $2.5M
Florida Financial Advisors, LLC 0.41% Add +400.1% 7,311 $2.4M
Elevation Point Wealth Partners, LLC 0.05% Add +14.8% 7,280 $2.4M
ShoreHaven Wealth Partners, LLC 0.76% Reduce -33.7% 7,198 $2.4M
Key Client Fiduciary Advisors, LLC 0.70% Reduce -11.3% 7,191 $2.4M
Chesley Taft & Associates LLC 0.09% Reduce -11.9% 7,173 $2.4M
Quantbot Technologies LP 0.09% Reduce -11.5% 7,169 $2.4M
Integrated Advisors Network LLC 0.11% Reduce -26.2% 7,116 $2.4M
Delta Investment Management, LLC 0.39% Reduce -0.7% 7,081 $2.4M
IKE Capital, LLC 1.24% Add +194.4% 7,065 $2.4M
Peterson Wealth Services 0.51% Add +3.7% 7,006 $2.3M
Investment Research Partners LLC 0.79% Add +3.8% 7,001 $2.3M
Advent Capital Management 2.55% New 7,000 $2.3M
Gabelli Funds LLC 0.02% Reduce -26.3% 7,000 $2.3M
Innovative Asset Advisors Group, LLC 1.02% Reduce -4.8% 6,997 $2.3M
OneAscent Financial Services LLC 0.11% Add +3.3% 6,995 $2.3M
Reliant Investment Partners, LLC 1.59% Add +110.1% 6,991 $2.3M
GAMMA Investing LLC 0.09% Add +37.2% 6,982 $2.3M
Verus Capital Partners, LLC 0.13% Add +324.7% 6,970 $2.3M
MASTERINVEST Kapitalanlage GmbH 0.20% Reduce -5.9% 6,903 $2.3M
Dynamic Advisor Solutions LLC 0.07% Reduce -12.6% 6,886 $2.3M
FSA Advisors, Inc. 1.04% Add +3.1% 6,799 $2.3M
Shelton Wealth Management, LLC 0.90% Reduce -29.2% 6,759 $2.3M
Fifth Third Wealth Advisors LLC 0.06% Add +18.0% 6,719 $2.2M
Formidable Asset Management, LLC 0.36% Add +2.0% 8,964 $2.2M
Almanack Investment Partners, LLC. 0.28% Add +130.1% 6,672 $2.2M
Kepler Cheuvreux (Suisse) SA 0.13% Add +40.2% 6,658 $2.2M
Dupree Financial Group, LLC 0.83% New 6,638 $2.2M
Foresight Group Ltd Liability Partnership 0.40% Reduce -25.6% 6,749 $2.2M
CreativeOne Wealth, LLC 0.05% Reduce -20.5% 6,627 $2.2M
BankChampaign, National Association 1.70% Reduce -0.6% 6,609 $2.2M
San Luis Wealth Advisors LLC 0.33% Add +14.4% 6,605 $2.2M
Tempo Wealth, LLC 0.33% Add +13.8% 6,586 $2.2M
Walser Wealth Management Company, A Ltd Liability Co 0.92% Add +9.8% 6,584 $2.2M
Wealth Effects LLC 0.59% Reduce -4.4% 6,551 $2.2M
Edmond DE Rothschild Holding S.A. 0.03% Add +34.5% 6,550 $2.2M
Broderick Brian C 0.34% Add +4.9% 6,505 $2.2M
LDR Capital Management LLC 3.47% Reduce -11.0% 6,501 $2.2M
Eastern Bank 0.03% Add +19.5% 6,427 $2.2M
Compound Planning, Inc. 0.06% Add +9.7% 6,396 $2.1M
Townsquare Capital LLC 0.39% Add +148.7% 6,379 $2.1M
GTS Securities LLC 0.04% Add +214.3% 6,370 $2.1M
Compass Financial Management LLC 0.26% — 6,754 $2.1M
Yarbrough Capital, LLC 0.06% New 6,346 $2.1M
Focus Financial Network, Inc. 0.07% Reduce -68.8% 6,321 $2.1M
Belpointe Asset Management LLC 0.07% Reduce -6.4% 6,317 $2.1M
SMART Wealth LLC 0.46% Reduce -26.3% 6,316 $2.1M
Level Four Advisory Services, LLC 0.06% Reduce -26.5% 6,285 $2.1M
Intellectus Partners, LLC 0.36% Reduce -20.9% 6,273 $2.1M
Walleye Capital LLC 0.01% Reduce -79.7% 6,252 $2.1M
JBR Co Financial Management Inc 0.76% Reduce -20.4% 6,221 $2.1M
Evolve Private Wealth, LLC 0.13% Reduce -7.2% 6,207 $2.1M
HighPoint Advisor Group LLC 0.07% Add +30.8% 6,206 $2.1M
Ascent Wealth Partners, LLC 0.21% New 6,205 $2.1M
IAM Advisory, LLC 0.40% Add +0.9% 6,190 $2.1M
Ellevest, Inc. 0.24% Reduce -6.8% 6,186 $2.1M
Silverleafe Capital Partners, LLC 0.56% Add +9.7% 6,181 $2.1M
Logan Capital Management Inc. 0.08% — 6,152 $2.1M
Golden State Wealth Management, LLC 0.19% Add +0.8% 6,138 $2.1M
Brown Advisory Inc. 0.00% Reduce -6.1% 6,133 $2.1M
Sovran Advisors, LLC 0.15% Add +298.1% 7,535 $2.0M
Wincap Financial LLC 1.10% Reduce -6.1% 6,061 $2.0M
WealthTrust Asset Management, LLC 1.10% Reduce -0.8% 6,060 $2.0M
Family Capital Trust Co 0.66% New 6,050 $2.0M
Total Clarity Wealth Management, Inc. 0.39% Reduce -24.6% 6,033 $2.0M
Wealth Enhancement Trust Services, Inc. 0.22% Add +2955.8% 6,020 $2.0M
Bull Harbor Capital LLC 0.39% Add +1.8% 6,013 $2.0M
Central Pacific Bank - Trust Division 0.21% Add +20.5% 6,010 $2.0M
Westport Asset Management Inc. 0.82% No change 6,000 $2.0M
Steel Grove Capital Advisors, LLC 0.19% No change 5,999 $2.0M
Mission Wealth Management, LP 0.03% Add +149.0% 5,999 $2.0M
GMO 0.00% Reduce -11.8% 5,953 $2.0M
REX Advisers, LLC 5.30% New 5,900 $2.0M
Berbice Capital Management LLC 1.02% No change 5,900 $2.0M
MCF Advisors LLC 0.07% No change 5,877 $2.0M
Fortitude Advisory Group L.L.C. 0.74% Reduce -8.3% 5,778 $1.9M
Sidoxia Capital Management, LLC 1.41% Add +0.8% 5,754 $1.9M
CoreCap Advisors, LLC 0.06% Add +4.1% 5,740 $1.9M
Fourpath Capital Management, LLC 0.25% Reduce -5.4% 5,736 $1.9M
Aspire Private Capital, LLC 0.40% Reduce -1.1% 5,729 $1.9M
Marin Bay Wealth Advisors, LLC 1.03% Reduce -2.6% 5,724 $1.9M
S.A. Mason LLC 0.58% Reduce -0.5% 5,683 $1.9M
Qtron Investments LLC 0.25% Reduce -24.3% 5,682 $1.9M
Simon Quick Advisors, LLC 0.08% Reduce -11.5% 5,671 $1.9M
Bluebird Wealth Management LLC 1.64% Add +35.5% 5,642 $1.9M
Interchange Capital Partners, LLC 0.36% Add +48.7% 5,640 $1.9M
Virtus Investment Advisers, LLC 0.44% Reduce -44.3% 5,589 $1.9M
Retireful, LLC 1.73% Add +43.2% 5,554 $1.9M
Gardner Lewis Asset Management L P 0.41% Reduce -17.6% 5,538 $1.9M
Clarus Wealth Advisors 0.71% New 5,788 $1.8M
Simplex Trading, LLC 0.05% New 5,465 $1.8M
Generali Asset Management SPA SGR 0.03% Reduce -59.0% 5,463 $1.8M
World Investment Advisors 0.03% Reduce -6.1% 6,925 $1.8M
Stock Yards Bank & Trust Co. 0.05% Reduce -5.4% 5,452 $1.8M
DB&C Advisors, LLC 1.98% No change 5,448 $1.8M
EverSource Wealth Advisors, LLC 0.06% Reduce -22.9% 5,425 $1.8M
71 West Capital Partners 0.06% Add +3.8% 5,423 $1.8M
Hartford Funds Management Co LLC 0.14% Reduce -1.6% 5,408 $1.8M
Maxi Investments CY Ltd 0.37% New 5,400 $1.8M
Fiduciary Trust Co 0.02% Add +5.7% 5,334 $1.8M
Toth Financial Advisory Corp. 0.17% Reduce -0.4% 5,309 $1.8M
McDonald Partners LLC 0.43% No change 5,268 $1.8M
Rothschild Investment LLC 0.07% Add +18.5% 5,244 $1.8M
Exchange Traded Concepts, LLC 0.01% Add +63.6% 5,238 $1.8M
MRA Advisory Group 0.64% Reduce -27.9% 5,238 $1.8M
Oxford Wealth Group, LLC 0.78% Reduce -6.9% 5,226 $1.7M
Cloverfields Capital Group, LP 0.53% Reduce -24.8% 5,210 $1.7M
Insight Wealth Partners, LLC 0.23% Reduce -1.0% 5,206 $1.7M
Regal Investment Advisors LLC 0.09% Add +153.5% 5,164 $1.7M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -5.1% 5,631 $1.7M
Realta Investment Advisors 0.53% New 5,122 $1.7M
Burling Wealth Partners, LLC 0.25% Reduce -2.8% 5,092 $1.7M
L & S Advisors Inc 0.18% Reduce -34.6% 5,069 $1.7M
McLaughlin Asset Management, Inc. 1.17% Reduce -17.9% 5,047 $1.7M
CENTRAL TRUST Co 0.03% Add +56.3% 5,046 $1.7M
Segment Wealth Management, LLC 0.09% No change 5,042 $1.7M
Harbor Advisors LLC 0.21% No change 5,000 $1.7M
Congress Asset Management Co. 0.01% Reduce -35.9% 5,000 $1.7M
Integrity Alliance, Llc. 0.05% Reduce -11.4% 4,984 $1.7M
Quantum Portfolio Management LLC 0.60% Reduce -4.8% 4,955 $1.7M
FCG Investment Co 0.57% New 4,954 $1.7M
Moneco Advisors, LLC 0.10% Add +10.9% 4,915 $1.6M
Fortress Private Ledger, LLC 0.45% Reduce -2.2% 4,887 $1.6M
Sax Wealth Advisors, LLC 0.07% Reduce -2.6% 6,490 $1.6M
Astoria Portfolio Advisors LLC. 0.27% Add +13.1% 4,847 $1.6M
Algert Global LLC 0.02% Reduce -85.8% 4,814 $1.6M
NBZ Investment Advisors LLC 0.63% No change 4,805 $1.6M
Hazlett, Burt & Watson, Inc. 0.43% Reduce -6.3% 4,817 $1.6M
RD Finance Ltd 1.58% New 4,790 $1.6M
Floyd Financial Group LLC 1.05% Reduce -44.0% 5,277 $1.6M
Penobscot Investment Management Company, Inc. 0.11% New 4,759 $1.6M
Wedmont Private Capital 0.04% Add +7.5% 4,984 $1.6M
J.P. Marvel Investment Advisors, LLC 0.18% Add +3.2% 4,746 $1.6M
Concorde Asset Management, LLC 0.92% Reduce -24.9% 4,732 $1.6M
Blue Line Capital, LLC / IL 1.36% Reduce -53.3% 4,713 $1.6M
Pincus Capital Management, LP 0.94% No change 4,713 $1.6M
Cornerstone Wealth Management, LLC 0.07% Reduce -14.0% 4,691 $1.6M
Dara Capital Us, Inc. 1.08% Add +35.9% 4,673 $1.6M
Kane Investment Management, Inc. 0.67% Add +3.8% 4,663 $1.6M
Altrafin AG 0.61% Reduce -49.8% 4,625 $1.5M
Algebris (uk) Ltd. 0.10% Add +23.8% 4,600 $1.5M
D.A. Davidson & Co. 0.01% Add +2.3% 4,571 $1.5M
CTC Alternative Strategies, Ltd. 2.20% New 4,560 $1.5M
Claro Advisors Inc. 0.16% Reduce -4.3% 4,523 $1.5M
Capital Analysts, LLC 0.03% Reduce -1.6% 4,517 $1.5M
Strategies Wealth Advisors, LLC 0.13% Add +74.0% 4,504 $1.5M
Frank, Rimerman Advisors LLC 0.09% Add +1.6% 4,491 $1.5M
Greenline Wealth Management LLC 1.24% Add +7.2% 4,489 $1.5M
Prestige Wealth Management Group LLC 0.27% Add +7.3% 4,477 $1.5M
Dynasty Wealth Management, LLC 0.01% Reduce -4.6% 4,471 $1.5M
Chokshi & Queen Wealth Advisors, Inc 0.69% Add +256.0% 4,450 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 4,434 $1.5M
Richard W. Paul & Associates, LLC 0.45% Reduce -28.9% 4,421 $1.5M
Hilton Head Capital Partners, LLC 0.74% Reduce -18.8% 4,411 $1.5M
Plancorp, LLC 0.04% Add +0.8% 4,823 $1.5M
GAM Holding AG 0.11% Reduce -23.4% 4,403 $1.5M
Magnus Financial Group LLC 0.10% Add +51.6% 4,402 $1.5M
Caldwell Investment Management Ltd. 0.97% Add +22.2% 4,400 $1.5M
Quadcap Wealth Management, LLC 0.14% Reduce -6.5% 4,375 $1.5M
Calydon Capital 0.21% Reduce -10.1% 4,359 $1.5M
Icon Wealth Advisors, LLC 0.09% Add +51.4% 4,320 $1.4M
MBL Wealth, LLC 0.10% Add +1.0% 4,316 $1.4M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.92% New 4,316 $1.4M
EdgeRock Capital LLC 0.33% Reduce -25.2% 4,312 $1.4M
Presidio Capital Management, LLC 0.36% Reduce -16.7% 4,303 $1.4M
GeoWealth Management, LLC 0.04% Add +65.5% 4,277 $1.4M
Mason & Associates Inc 0.23% Add +3.1% 4,255 $1.4M
Strategic Investment Advisors / MI 0.09% Reduce -10.7% 4,245 $1.4M
RFG - Bristol Wealth Advisors, LLC 0.34% Reduce -1.9% 4,236 $1.4M
Qsemble Capital Management, LP 0.18% New 4,233 $1.4M
International Private Wealth Advisors LLC 0.73% New 4,223 $1.4M
Hollencrest Capital Management 0.09% Add +130.0% 4,220 $1.4M
GLOBALT Investments LLC / GA 0.05% Reduce -0.4% 4,220 $1.4M
Hillsdale Investment Management Inc. 0.03% Reduce -8.3% 4,220 $1.4M
SBI Okasan Asset Management Co.Ltd. 0.05% Add +2049.5% 4,600 $1.4M
Hudock, Inc. 0.18% Reduce -17.6% 4,213 $1.4M
Groupama Asset Managment 0.02% Add +291.2% 4,225 $1.4M
Huntleigh Advisors, Inc. 0.20% Reduce -4.5% 4,209 $1.4M
United Asset Strategies, Inc. 0.10% Add +4.5% 4,206 $1.4M
Alta Wealth Advisors LLC 0.38% Add +6.2% 4,194 $1.4M
Worth Financial Advisory Group, LLC 0.58% New 4,183 $1.4M
Heritage Trust Co 0.12% Reduce -1.7% 4,183 $1.4M
Global Assets Advisory, LLC 0.31% Add +8.5% 4,465 $1.4M
Certuity, LLC 0.07% Reduce -7.3% 4,171 $1.4M
Ausdal Financial Partners, Inc. 0.05% Reduce -7.7% 4,149 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.21% Add +3.1% 4,146 $1.4M
Hardy Reed LLC 0.09% New 4,140 $1.4M
Trinity Financial Advisors LLC 0.36% Add +0.0% 4,128 $1.4M
Bridges Investment Management Inc. 0.02% No change 4,125 $1.4M
Lombard Odier Asset Management (Europe) Ltd 0.10% Reduce -74.2% 4,122 $1.4M
Zions Bancorporation, National Association 0.08% Add +295.5% 4,117 $1.4M
Quantitative Investment Management, LLC 0.15% New 4,095 $1.4M
Clear Creek Financial Management, LLC 0.09% Add +21.2% 4,058 $1.4M
Insigneo Advisory Services, LLC 0.05% Add +99.2% 4,052 $1.4M
Outlook Wealth Advisors, LLC 0.29% Reduce -6.6% 4,070 $1.4M
PDS Planning, Inc 0.08% Add +3.6% 4,032 $1.3M
BostonPremier Wealth LLC 0.57% Add +5.0% 4,018 $1.3M
Savvy Advisors, Inc. 0.03% Add +32.4% 4,015 $1.3M
AlTi Global, Inc. 0.03% Reduce -19.8% 3,968 $1.3M
Profund Advisors LLC 0.04% Add +3.3% 3,967 $1.3M
Hobbs Group Advisors, LLC 0.35% Reduce -25.7% 3,960 $1.3M
Lederer & Associates Investment Counsel 0.87% Reduce -14.9% 3,937 $1.3M
Tactive Advisors, LLC 0.32% Add +2.7% 3,935 $1.3M
Wright Investors Service Inc. 0.36% Reduce -34.4% 3,934 $1.3M
Veracity Capital LLC 0.36% Reduce -18.0% 3,932 $1.3M
GC Wealth Management RIA, LLC 0.07% Add +6.3% 3,878 $1.3M
Applied Finance Capital Management, LLC 0.10% New 3,874 $1.3M
Pension & Wealth Management Advisors, Inc. 0.35% Reduce -3.8% 3,852 $1.3M
Galaxy Digital Capital Management GP LLC 0.77% Reduce -55.4% 3,849 $1.3M
Vestmark Advisory Solutions, Inc. 0.01% Add +8.4% 3,847 $1.3M
Havemeyer Place LP 0.13% New 3,831 $1.3M
Smith, Moore & Co. 0.08% Add +3.3% 3,813 $1.3M
Argent Trust Co 0.04% Reduce -10.2% 3,804 $1.3M
Rakuten Securities, Inc. 0.30% Add +7.3% 3,803 $1.3M
Inspire Advisors, LLC 0.09% Reduce -10.0% 3,800 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 3,780 $1.3M
Gateway Investment Advisers LLC 0.01% New 3,768 $1.3M
Catalyst Capital Advisors LLC 0.02% Reduce -30.6% 3,765 $1.3M
Precision Wealth Strategies, LLC 0.38% Reduce -33.2% 3,748 $1.3M
Seelaus Asset Management LLC 0.88% Reduce -3.7% 3,706 $1.2M
Quadrature Capital Ltd 0.01% New 3,700 $1.2M
Simmons Bank 0.07% Add +151.7% 3,669 $1.2M
Ballentine Partners, LLC 0.01% Add +6.2% 3,666 $1.2M
Bessemer Group Inc. 0.00% Add +68.3% 3,660 $1.2M
Leavell Investment Management, Inc. 0.04% Reduce -2.2% 3,637 $1.2M
LightSquare Wealth Management, LLC 0.84% Reduce -1.1% 3,632 $1.2M
Atlatl Advisers LLC 0.29% Add +6.5% 3,630 $1.2M
Concentrum Wealth Management 0.29% Add +8.4% 3,622 $1.2M
First Community Trust NA 0.55% Add +38.7% 3,615 $1.2M
Range Financial Group LLC 0.33% Add +37.7% 3,608 $1.2M
F/m Investments LLC 0.06% Add +82.6% 3,608 $1.2M
Cigna Investments Inc. 0.16% No change 3,602 $1.2M
MWA Asset Management 0.54% Reduce -3.5% 3,588 $1.2M
Element Squared LLC 0.60% New 3,585 $1.2M
Birch Hill Investment Advisors LLC 0.05% Reduce -1.1% 3,585 $1.2M
Herold Advisors, Inc. 0.23% Reduce -6.3% 3,531 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +0.5% 3,527 $1.2M
Frec Markets, Inc. 0.11% Add +38.3% 3,527 $1.2M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +296.2% 3,510 $1.2M
Hummer Financial Advisory Services Inc 0.77% No change 3,500 $1.2M
Clare Market Investments LLC 0.21% New 3,500 $1.2M
Calton & Associates, Inc. 0.17% Reduce -10.2% 3,466 $1.2M
Richmond Investment Services, LLC 0.37% Reduce -52.9% 3,460 $1.2M
National Wealth Management Group, LLC 0.35% Reduce -5.5% 3,412 $1.1M
1776 Wealth LLC 0.40% Add +4.6% 3,436 $1.1M
Fort Sheridan Advisors LLC 0.12% No change 3,396 $1.1M
Tripletail Wealth Management, LLC 1.31% Reduce -10.9% 3,776 $1.1M
Stonebridge Financial Group, LLC 0.16% — 3,386 $1.1M
TigerOak Management, L.L.C. 0.32% Add +43.1% 3,382 $1.1M
West Michigan Advisors, LLC 0.21% Reduce -0.3% 3,363 $1.1M
Advisors Capital Management, LLC 0.01% Reduce -1.3% 3,360 $1.1M
Bison Wealth, LLC 0.10% Add +24.8% 3,529 $1.1M
Beacon Financial Planning, Inc. 0.38% Reduce -1.0% 3,344 $1.1M
Sowell Financial Services LLC 0.04% Add +4.0% 3,329 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +12.1% 3,320 $1.1M
Bosman Wealth Management, LLC 0.69% Add +92.6% 3,318 $1.1M
Caprock Group, LLC 0.02% Reduce -58.7% 3,306 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -4.2% 3,288 $1.1M
American Trust 0.08% Add +7.8% 3,278 $1.1M
Grandview Asset Management LLC 0.27% Add +0.0% 3,265 $1.1M
Levin Capital Strategies, L.P. 0.07% No change 3,243 $1.1M
Biltmore Family Office, LLC 0.14% Add +0.7% 3,237 $1.1M
Simplicity Wealth,LLC 0.04% Add +40.9% 3,236 $1.1M
Globeflex Capital L P 0.14% Reduce -26.5% 3,235 $1.1M
DAVENPORT & Co LLC 0.01% Add +9.1% 3,233 $1.1M
WealthBridge Capital Management, LLC 0.21% Reduce -18.0% 3,223 $1.1M
Transcend Capital Advisors, LLC 0.07% Add +39.0% 3,223 $1.1M
Petra Financial Advisors Inc. 0.50% New 3,214 $1.1M
Stableford Capital II LLC 0.37% New 3,213 $1.1M
Holderness Investments Co. 0.18% Add +3.1% 3,207 $1.1M
Blue Trust, Inc. 0.01% Add +28.1% 3,201 $1.1M
Larson Financial Group LLC 0.03% Add +16.1% 3,200 $1.1M
Trivant Custom Portfolio Group, LLC 0.57% Add +6.2% 3,198 $1.1M
Dover Advisors, LLC 0.44% Add +35.1% 6,582 $1.1M
Schmidt P J Investment Management Inc. 0.17% Add +1.3% 3,178 $1.1M
Nemes Rush Group LLC 0.09% Add +7.1% 3,171 $1.1M
KG Capital Management 0.63% New 3,166 $1.1M
Laurion Capital Management LP 0.08% Add +30.1% 3,122 $1.0M
Curi Capital, LLC 0.02% Add +1.0% 3,119 $1.0M
Fairfield Financial Advisors, LTD 0.41% Add +1.7% 3,119 $1.0M
Sharp Wealth Advisory, LLC 0.48% Add +5.1% 3,105 $1.0M
Magnolia Capital Management Ltd. 0.72% Reduce -17.1% 3,100 $1.0M
Patten Group, Inc. 0.16% New 3,092 $1.0M
Stratos Wealth Advisors, LLC 0.06% Add +70.2% 3,065 $1.0M
Mindset Wealth Management, LLC 0.20% Reduce -12.7% 3,063 $1.0M
Forefront Wealth Partners, LLC 0.32% Reduce -2.2% 3,061 $1.0M
Jacobi Capital Management LLC 0.05% Reduce -4.1% 3,061 $1.0M
Quadrant Capital Group LLC 0.03% Add +176.6% 3,054 $1.0M
SFE Investment Counsel 0.14% Reduce -0.4% 3,039 $1.0M
RFG Advisory, LLC 0.02% Reduce -39.7% 3,036 $1.0M
Alpine Woods Capital Investors, LLC 0.23% New 3,032 $1.0M
Formuepleje A/S 0.08% New 3,013 $1.0M
Hohimer Wealth Management, LLC 0.10% Add +2.1% 3,005 $1.0M
Aspetuck Financial Management LLC 0.59% No change 3,003 $1.0M
Philadelphia Trust Co. 0.06% Add +0.9% 3,002 $1.0M
Point72 Asset Management 0.00% New 3,000 $1.0M
Caerus Investment Advisors, LLC 0.34% Reduce -5.2% 2,999 $1.0M
TFR Capital, LLC. 0.28% New 2,983 $999K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +22.5% 2,968 $994K
Pinnacle Financial Partners, Inc. 0.01% Add +25.7% 2,947 $987K
Alta Capital Management LLC/ 0.07% No change 2,943 $986K
Western Financial Corp 0.29% Add +75.0% 2,938 $984K
Hantz Financial Services, Inc. 0.01% Reduce -21.6% 2,935 $983K
Moran Wealth Management, LLC 0.03% Add +10.3% 2,933 $982K
Guerra Pan Advisors, LLC 0.55% No change 2,930 $981K
Wealthedge Investment Advisors, LLC 0.33% Reduce -26.1% 2,925 $979K
Generali Investments, Management Co LLC 0.21% Add +1516.0% 2,925 $979K
Investors Asset Management of Georgia Inc. /Ga/ 0.34% No change 2,920 $978K
Quantessence Capital LLC 2.86% New 2,903 $972K
Tyche Wealth Partners LLC 0.14% Add +14.8% 2,902 $972K
Paradigm Asset Management Co. LLC 0.21% New 2,900 $971K
Redwood Financial Network Corp 0.54% Reduce -9.4% 2,895 $969K
Great Lakes Advisors, LLC 0.01% Add +3.2% 2,883 $965K
Dudley Capital Management, LLC 0.39% No change 2,875 $963K
Petredis Investment Advisors LLC 0.06% No change 2,861 $958K
World Equity Group, Inc. 0.21% Add +0.6% 2,860 $958K
C M Bidwell & Associates Ltd. 0.39% Reduce -39.4% 2,842 $952K
Atticus Wealth Management, LLC 0.23% Reduce -0.6% 2,829 $947K
Horizon Family Wealth, Inc. 0.43% Add +1.6% 2,821 $945K
GWN Securities Inc. 0.16% Add +9.6% 2,797 $937K
Hanseatic Management Services Inc. 0.69% Add +14.4% 2,785 $932K
Smartleaf Asset Management LLC 0.03% No change 3,037 $932K
PARUS FINANCE (UK) Ltd 0.24% Reduce -26.2% 2,783 $932K
Optas, LLC 0.13% Reduce -3.1% 2,776 $929K
XTX Topco Ltd 0.01% Reduce -59.0% 2,770 $927K
Leonteq Securities AG 0.05% Add +11.9% 2,730 $914K
Trust Co. of Vermont 0.03% — 2,728 $913K
AdvisorNet Financial, Inc 0.04% Reduce -23.8% 2,724 $912K
Private Trust Co. NA 0.07% Reduce -25.6% 2,715 $909K
Opinicus Capital, Inc. 0.48% Reduce -8.6% 2,705 $906K
Inscription Capital, LLC 0.08% Add +86.0% 2,703 $905K
Vaquero Private Wealth, Ltd. 0.19% — 2,700 $904K
Vision Retirement, LLC 0.22% Add +428.2% 2,699 $904K
CHICAGO TRUST Co NA 0.13% Reduce -17.4% 2,697 $903K
Saiph Capital, LLC 0.27% Add +208.8% 2,696 $903K
Beacon Financial Advisory LLC 0.18% Add +3.8% 2,682 $898K
ABS Investment Management LLC 0.57% — 670 $897K
Daybright Advisory Services, Inc. 0.21% Add +0.0% 3,706 $895K
Aureus Asset Management, LLC 0.05% Reduce -27.2% 2,673 $895K
Cambria Investment Management, L.P. 0.04% Reduce -0.3% 2,664 $892K
Benjamin Edwards Inc. 0.01% Add +32.1% 2,663 $892K
Family Legacy Financial Solutions, LLC 0.54% Reduce -99.5% 2,654 $888K
Clark Financial Services Group Inc. 0.42% Add +20.0% 2,652 $888K
LaSalle St. Investment Advisors, LLC 0.11% Reduce -38.9% 2,651 $888K
BTG Pactual Asset Management US LLC 0.07% Reduce -1.8% 2,649 $887K
Sunpointe, LLC 0.25% Reduce -0.5% 2,640 $884K
Advyzon Investment Management, LLC 0.06% Reduce -26.4% 2,636 $883K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -1.6% 2,633 $882K
Millennium Capital Advisors, LLC 0.48% Add +2.6% 2,628 $880K
Accurate Wealth Management, LLC 0.08% Reduce -8.8% 2,742 $874K
Gryphon Financial Partners LLC 0.08% Add +40.0% 2,605 $872K
Willner & Heller, LLC 0.54% Reduce -7.8% 2,595 $869K
Plan A Wealth LLC 0.37% Add +4.3% 2,594 $869K
Argonautica Private Wealth Management, Inc. 0.21% No change 2,585 $866K
Jamison Private Wealth Management, Inc. 0.09% Add +156.3% 2,576 $862K
Titleist Asset Management, LLC 0.06% Reduce -18.6% 2,585 $862K
Greenleaf Trust 0.01% Add +41.9% 2,561 $857K
SageGuard Financial Group, LLC 0.12% New 2,548 $853K
Washburn Capital Management, Inc. 0.42% Add +7.5% 2,525 $845K
Allegiance Financial Group Advisory Services LLC 0.15% Add +13.6% 2,523 $845K
Advisor OS, LLC 0.06% Reduce -25.6% 2,523 $845K
Requisite Capital Management, LLC 0.14% Add +4.1% 2,515 $842K
Bluesphere Advisors LLC 0.26% Reduce -10.8% 2,506 $839K
B & T Capital Management DBA Alpha Capital Management 0.11% Reduce -14.7% 2,504 $838K
Jackson Thornton Wealth Management, LLC 0.07% Add +6.3% 2,500 $837K
Elm3 Financial Group, LLC 0.57% Add +10.1% 2,491 $834K
Three Seasons Wealth, LLC 0.08% New 2,491 $834K
Rational Advisors, Inc. 0.08% Reduce -17.8% 2,482 $831K
Pitcairn Wealth Advisors LLC 0.09% Reduce -36.9% 2,481 $831K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -9.3% 2,471 $827K
Optimist Retirement Group LLC 0.32% Add +2.5% 2,468 $826K
Creative Financial Designs Inc. 0.04% Add +22.0% 2,466 $826K
Supplemental Annuity Collective Trust of NJ 0.21% Reduce -4.8% 2,464 $825K
Bigelow Investment Advisors, LLC 0.30% Add +1.7% 2,460 $824K
Aaron Wealth Advisors LLC 0.04% Reduce -22.1% 2,459 $823K
Rollins Financial Advisors, LLC 0.11% Add +36.4% 2,457 $823K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +34.0% 2,456 $822K
Clay Northam Wealth Management, LLC 0.40% Add +9.1% 2,455 $822K
SPX Gestao de Recursos Ltda 0.09% New 2,454 $822K
Wedbush Fund Advisers, LLC 0.07% New 2,445 $819K
Longaeva Partners L.P. 0.02% Reduce -75.5% 2,445 $819K
Roman Butler Fullerton & Co. 0.20% Add +12.8% 2,670 $817K
NorthRock Partners, LLC 0.01% Add +60.2% 2,430 $814K
Matrix Trust Co 0.12% New 2,427 $813K
Donoghue Forlines LLC 0.21% New 2,419 $810K
Gladstone Institutional Advisory LLC 0.03% Add +24.0% 2,417 $809K
Howard Capital Management, LLC 0.01% Add +158.1% 2,408 $806K
Elm Partners Management LLC 0.03% Reduce -87.4% 2,408 $806K
Rathbones Group PLC 0.00% Add +53.0% 2,401 $804K
Platform Technology Partners 0.13% Add +0.0% 2,399 $803K
Costello Asset Management, INC 0.24% Reduce -4.0% 2,397 $803K
Rehmann Capital Advisory Group 0.04% Add +12.5% 2,392 $801K
Liberty Wealth Management LLC 0.10% No change 3,186 $800K
Dorsey & Whitney Trust CO LLC 0.04% Add +17.0% 2,387 $799K
AdvisorShares Investments LLC 0.10% Add +79.2% 2,385 $799K
Diametric Capital, LP 0.08% New 2,379 $797K
Investment Management Trust, LLC 0.71% Add +15.8% 2,377 $796K
Norden Group LLC 0.07% Add +2.9% 2,372 $794K
Rockland Trust Co. 0.03% Reduce -1.0% 2,358 $790K
AlphaCore Capital LLC 0.01% Add +23.9% 2,357 $789K
HBK Sorce Advisory LLC 0.02% Add +1.8% 2,829 $786K
CRA Financial Services, LLC 0.09% Add +0.6% 2,343 $784K
LeConte Wealth Management, LLC 0.43% Add +10.0% 2,340 $783K
Balance Wealth Partners LLC 0.21% Add +7.7% 2,315 $775K
Invested Advisors 0.68% Reduce -0.5% 2,307 $772K
Soltis Investment Advisors LLC 0.04% Add +17.2% 2,303 $771K
Goldenstone Wealth Management LLC 0.50% Add +1.4% 2,301 $770K
Blueshift Asset Management, LLC 0.18% Add +29.4% 2,297 $769K
Sound Income Strategies, LLC 0.03% Add +475.1% 2,289 $766K
LexAurum Advisors, LLC 0.09% Reduce -20.8% 2,287 $766K
Caisse Des Depots Et Consignations 0.01% No change 2,282 $764K
Confluence Wealth Services, Inc. 0.02% New 2,280 $763K
HM Payson & Co. 0.01% Reduce -1.9% 2,278 $763K
Sandler Capital Management 0.45% New 2,273 $761K
Prospect Financial Services LLC 0.39% Add +1.5% 2,272 $761K
Kaufman Rossin Wealth, LLC 0.36% Reduce -0.3% 2,348 $761K
Financial Partners Group, Inc 0.08% Reduce -12.8% 2,254 $755K
RMR Wealth Builders 0.05% Add +5.0% 2,254 $755K
Portside Wealth Group, LLC 0.09% Add +31.6% 2,252 $754K
Westhampton Capital, LLC 0.31% Add +53.2% 2,244 $751K
Alessandra Capital Management, LLC 0.53% New 2,243 $751K
Avail Investment Partners, LLC 0.58% Add +11.0% 2,233 $748K
Essex Financial Services, Inc. 0.04% Reduce -10.1% 2,229 $746K
Ignite Planners, LLC 0.10% Add +57.8% 2,223 $745K
Wealth Intelligence, LLC 0.35% Reduce -28.6% 2,221 $744K
Glass Jacobson Investment Advisors llc 0.23% Add +0.1% 2,221 $744K
bLong Financial, LLC 0.48% No change 2,220 $743K
Range Advisory, LLC 0.09% Add +9.1% 2,217 $742K
Geneos Wealth Management Inc. 0.01% Add +0.8% 2,199 $736K
Legato Capital Management LLC 0.06% Reduce -30.2% 2,195 $735K
IHT Wealth Management, LLC 0.02% Add +12.3% 2,178 $729K
Visionary Wealth Advisors 0.03% Add +6.6% 2,172 $727K
Ruggiero Investments, Inc. 0.62% Add +38.3% 2,172 $727K
L2 Asset Management, LLC 0.08% Add +6.5% 2,164 $725K
TD Private Client Wealth LLC 0.01% Add +17.3% 2,161 $724K
Aire Advisors, LLC 0.12% Reduce -0.7% 2,154 $721K
Waterfront Wealth Inc. 0.11% No change 2,250 $717K
Vines Capital Management, LLC 0.59% Add +4.1% 2,139 $716K
Oxford Financial Group, LTD. LLC 0.04% Reduce -4.1% 2,139 $716K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -29.3% 2,136 $715K
Archford Capital Strategies, LLC 0.07% Add +12.7% 2,129 $713K
Personal Cfo Solutions, LLC 0.10% Add +10.0% 2,127 $712K
Ariadne Wealth Management, LP 0.31% Reduce -10.9% 2,115 $708K
Rothschild Wealth LLC 0.06% Reduce -16.7% 2,113 $707K
NFSG Corp 0.09% Add +0.7% 2,112 $707K
Redwood Family Wealth LLC 0.63% Add +0.2% 2,111 $707K
Secure Asset Management, LLC 0.10% Reduce -8.0% 2,108 $706K
Stevens Capital Management LP 0.17% Reduce -69.4% 2,096 $702K
GGM Financial LLC 0.27% Add +0.1% 2,093 $701K
Register Financial Advisors LLC 0.21% Add +8.6% 2,085 $698K
OpenArc Corporate Advisory, LLC 0.01% Add +5.9% 2,084 $698K
Measured Wealth Private Client Group, LLC 0.17% No change 2,066 $692K
Horizon Investment Services, LLC 0.19% Reduce -4.6% 2,065 $691K
Pure Financial Advisors, LLC 0.01% Add +39.6% 2,062 $690K
McGowan Group Asset Management, Inc. 0.08% Add +70.2% 2,056 $688K
Proficio Capital Partners LLC 0.02% New 2,039 $683K
Intrua Financial, LLC 0.06% Add +12.3% 2,039 $683K
Midwest Trust Co 0.01% Add +11.0% 2,028 $679K
Cahill Financial Advisors Inc. 0.06% No change 2,019 $676K
SYM FINANCIAL Corp 0.05% Reduce -8.7% 2,017 $675K
United Advisor Group, LLC 0.07% Add +96.1% 2,010 $673K
Avise Financial Cooperative, Inc. 0.48% Reduce -7.6% 2,008 $672K
Investment Partners, LTD. 0.21% Add +0.1% 2,006 $672K
KERR FINANCIAL PLANNING Corp 0.75% No change 2,006 $671K
Canton Hathaway, LLC 0.13% No change 2,000 $670K
Kesler, Norman & Wride, LLC 0.11% New 1,999 $669K
Nautilus Advisors LLC 0.39% Reduce -4.5% 2,099 $669K
Composition Wealth, LLC 0.01% Add +43.2% 1,999 $669K
Onyx Bridge Wealth Group LLC 0.06% Add +4.3% 1,991 $667K
Philip James Wealth Mangement, LLC 0.08% Reduce -26.9% 1,986 $665K
Essential Partners LLC 0.31% Reduce -72.6% 1,986 $665K
Cypress Asset Management Inc. 0.13% Add +39.0% 1,980 $663K
Barton Investment Management 0.09% Reduce -5.0% 1,980 $663K
Founders Financial Securities LLC 0.03% Reduce -16.9% 1,963 $657K
Brevan Howard Capital Management LP 0.01% Reduce -93.6% 1,951 $653K
Crestwood Advisors Group, LLC 0.01% Add +71.4% 1,951 $653K
Family Manage LLC 0.07% Reduce -12.9% 1,937 $649K
Evergreen Capital Management LLC 0.01% Add +49.5% 1,932 $647K
Quotient Wealth Partners, LLC 0.02% Add +6.2% 1,926 $645K
Partners Capital Investment Group, LLP 0.02% Reduce -17.2% 1,920 $643K
SJS Investment Consulting Inc. 0.07% Add +17.3% 1,916 $642K
Colonial River Investments, LLC 0.18% Reduce -3.3% 1,916 $642K
Tred Avon Family Wealth, LLC 0.20% Add +0.7% 1,911 $640K
Guinness Asset Management LTD 0.01% Add +13.9% 1,910 $640K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Add +38.6% 1,907 $639K
Cyndeo Wealth Partners, LLC 0.03% Reduce -9.8% 1,907 $638K
Brookwood Investment Group LLC 0.07% Add +33.0% 1,906 $638K
USA Financial Formulas 0.12% — 1,905 $638K
Beacon Bridge Wealth Partners, LLC 0.18% Add +4.5% 1,897 $635K
Raleigh Capital Management Inc. 0.20% Reduce -3.8% 1,896 $635K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +14.3% 1,890 $633K
Procyon Advisors, LLC 0.03% Add +105.1% 1,887 $632K
Symmetry Investments LP 0.07% New 1,887 $632K
Vann Equity Management LLC 0.38% Add +0.5% 1,879 $629K
Montag A & Associates Inc. 0.03% Add +4.2% 1,875 $628K
Fiduciary Financial Group, LLC 0.07% Reduce -33.5% 1,875 $628K
Obermeyer Wealth Partners 0.03% Add +36.5% 1,870 $626K
Cary Street Partners Investment Advisory LLC 0.13% Add +38.2% 1,868 $625K
Alvarez & Marsal Private Wealth Partners, LLC 0.08% No change 1,863 $624K
Drive Wealth Management, LLC 0.11% Add +19.4% 1,861 $623K
Syon Capital LLC 0.03% Add +119.9% 1,860 $623K
Abel Hall, LLC 0.11% Reduce -0.5% 1,855 $621K
Aprio Wealth Management, LLC 0.03% Reduce -0.2% 1,852 $620K
Perpetual Ltd 0.01% Reduce -25.9% 1,842 $617K
Hancock Whitney Corp. 0.01% Reduce -3.6% 1,836 $615K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +29.0% 1,833 $614K
Kingdom Financial Group LLC. 0.16% Add +33.7% 1,814 $608K
Markin Volterra Fund LP 2.06% Reduce -35.3% 1,814 $607K
Signal Advisors Wealth, LLC 0.03% New 1,814 $607K
Foresight Capital Management Advisors, Inc. 0.29% Reduce -8.3% 1,793 $600K
QTR Family Wealth, LLC 0.21% Add +2.2% 1,789 $599K
Greenland Capital Management LP 0.13% New 1,785 $598K
BSW Wealth Partners 0.07% Reduce -2.3% 1,773 $594K
Congress Park Capital LLC 0.16% Reduce -1.4% 1,770 $593K
Romano Brothers and Company 0.06% Add +11.3% 1,761 $590K
Quarry LP 0.09% Add +236.9% 1,745 $584K
Virtue Capital Management, LLC 0.08% Add +28.2% 1,740 $583K
SageView Advisory Group, LLC 0.02% Add +30.2% 1,735 $581K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -3.3% 1,734 $581K
Centerpoint Advisory Group 0.37% Add +9.1% 1,731 $580K
West Family Investments, Inc. 0.17% Add +3.7% 1,729 $579K
Prelude Capital Management, LLC 0.04% Reduce -12.5% 1,720 $576K
Keebeck Wealth Management 0.06% Add +27.4% 1,708 $572K
Symphony Financial, Ltd. Co. 0.06% Add +25.2% 1,725 $570K
Three Magnolias Financial Advisors, LLC 0.32% Add +88.9% 1,700 $569K
Main Street Financial Solutions, LLC 0.04% Add +82.3% 1,699 $569K
Oslo Pensjonsforsikring AS 0.07% Add +613.9% 1,699 $569K
Avestar Capital, LLC 0.03% New 1,696 $568K
McGuire Investment Group, LLC 0.05% No change 1,688 $565K
Marietta Investment Partners LLC 0.10% New 1,687 $565K
Ballast Rock Private Wealth LLC 0.26% No change 1,678 $562K
McAdam, LLC 0.02% Add +19.9% 1,678 $562K
Element Pointe Advisors, LLC 0.09% Reduce -59.1% 1,676 $561K
RiverFront Investment Group, LLC 0.01% Add +32.3% 1,670 $559K
Gen-Wealth Partners Inc 0.15% Add +0.1% 1,663 $557K
Monograph Wealth Advisors, LLC 0.05% Add +7.3% 1,658 $555K
Modern Wealth Management, LLC 0.01% Add +38.9% 1,651 $553K
AAFMAA Wealth Management & Trust LLC 0.19% Reduce -14.3% 1,641 $549K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -43.9% 1,639 $549K
BIP Wealth, LLC 0.02% Add +8.0% 1,639 $549K
Invst, LLC 0.05% New 1,635 $547K
Tran Capital Management, L.P. 0.06% No change 1,632 $546K
Choate Investment Advisors 0.01% Add +10.0% 1,628 $545K
Commerzbank Aktiengesellschaft 0.01% Reduce -5.3% 1,624 $544K
Yarger Wealth Strategies, LLC 0.19% Add +13.3% 1,701 $543K
Guardian Financial Partners, LLC 0.21% New 1,620 $542K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -17.8% 1,608 $539K
Linden Thomas Advisory Services, LLC 0.04% Reduce -0.9% 1,607 $538K
1834 Investment Advisors Co. 0.06% Add +15.0% 1,603 $537K
Empirical Asset Management, LLC 0.12% Add +6.0% 1,602 $536K
Knightsbridge Asset Management, LLC 0.07% Reduce -3.8% 1,601 $536K
Wealth Quarterback LLC 0.17% Add +3.2% 1,595 $534K
Swisher Financial Concepts, Inc. 0.33% Reduce -59.8% 1,575 $527K
Gilpin Wealth Management, LLC 0.36% Reduce -1.9% 1,565 $524K
Western Wealth Management, LLC 0.02% Add +7.1% 1,564 $524K
PCM Encore, LLC 0.09% New 1,563 $523K
Clear Wave Wealth Management LLC 0.12% Reduce -33.4% 1,560 $522K
J. M. Brown & Associates Inc. 0.30% — 1,549 $519K
Northwest Wealth Management, LLC 0.07% Reduce -0.7% 1,547 $518K
BXM Wealth LLC 0.28% Add +30.8% 1,543 $517K
Childress Capital Advisors, LLC 0.08% Reduce -0.8% 1,543 $517K
Capital Investment Advisors, LLC 0.01% Add +17.5% 1,541 $516K
Cooper Financial Group 0.04% New 1,531 $513K
FSM Wealth Advisors, LLC 0.05% Add +4.7% 1,528 $511K
Prentice Wealth Management LLC 0.11% Add +8.9% 1,524 $510K
Kelleher Financial Advisors 0.07% Add +10.2% 1,512 $506K
Severin Investments, LLC 0.38% Reduce -20.9% 1,511 $506K
Root Financial Partners, LLC 0.02% Add +38.0% 1,507 $505K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1.54% Add +21.4% 1,503 $503K
Purpose Unlimited Inc. 0.02% No change 1,500 $502K
Ceeto Capital Group, LLC 0.14% No change 1,500 $502K
CWA Asset Management Group, LLC 0.02% New 1,495 $501K
Perennial Investment Advisors, LLC 0.03% Reduce -3.2% 1,491 $499K
Capital Advisors Inc. 0.01% Add +2.7% 1,484 $497K
Campbell & CO Investment Adviser LLC 0.03% New 1,484 $497K
Ascent Group, LLC 0.01% New 1,481 $496K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -17.8% 1,629 $495K
Cardinal Point Capital Management ULC 0.03% Add +70.7% 1,468 $492K
United Community Bank 0.15% Add +44.5% 1,467 $491K
Alta Advisers Ltd 0.11% No change 1,463 $490K
Texas Yale Capital Corp. 0.01% Add +11.4% 1,462 $490K
First Citizens Bank & Trust Co. 0.01% Reduce -17.6% 1,460 $489K
Quantum Financial Partners LLC 0.25% — 1,459 $489K
Lebenthal Global Advisors, LLC 0.07% Reduce -26.5% 1,459 $489K
Poinciana Advisors Group, LLC 0.36% Reduce -10.2% 1,457 $488K
PFG Advisors 0.02% Add +7.4% 1,453 $487K
Resonant Capital Advisors, LLC 0.02% Add +29.2% 1,452 $486K
Langley Wealth Management, LLC 0.47% — 1,446 $484K
Enclave Advisors LLC 0.06% Reduce -10.7% 1,442 $483K
Fulton Bank, N.A. 0.01% Reduce -1.6% 1,442 $483K
Legacy Wealth Management, LLC / MS 0.12% Add +1.2% 1,439 $482K
Conning Inc. 0.01% New 1,437 $481K
Mather Group, Llc. 0.00% Add +228.4% 1,435 $481K
Aft, Forsyth & Company, Inc. 0.23% New 1,430 $479K
McKinley Carter Wealth Services, Inc. 0.02% No change 1,429 $478K
LBMC Investment Advisors, LLC 0.03% New 1,428 $478K
Verdence Capital Advisors LLC 0.03% Add +0.3% 1,427 $478K
Picton Mahoney Asset Management 0.00% Reduce -19.1% 1,426 $477K
YHB Investment Advisors, Inc. 0.03% Add +46.5% 1,423 $476K
E Fund Management Co., Ltd. 0.01% Reduce -87.1% 1,422 $476K
Mosaic Family Wealth Partners, LLC 0.03% New 1,420 $476K
MassMutual Private Wealth & Trust, FSB 0.01% Add +22.3% 1,419 $475K
XML Financial, LLC 0.03% Reduce -17.3% 1,415 $474K
Liberty One Investment Management, LLC 0.05% Add +3.2% 1,414 $473K
Narwhal Capital Management 0.03% Reduce -28.2% 1,404 $470K
Valmark Advisers, Inc. 0.01% Add +18.9% 1,401 $469K
SeaCrest Wealth Management, LLC 0.05% Reduce -10.2% 1,401 $469K
Marathon Mission, Inc. 0.23% Add +0.1% 1,396 $467K
Optimize Financial Inc. 0.17% Reduce -0.3% 1,390 $465K
Sound Capital Solutions LLC 0.11% — 1,390 $465K
Focused Alpha, LLC 0.12% New 1,381 $462K
Wealthspire Retirement, LLC 0.03% Add +0.3% 1,380 $462K
Lynch & Associates 0.08% Add +61.8% 1,375 $460K
Ingalls & Snyder LLC 0.01% Reduce -16.6% 1,371 $459K
Elevatus Welath Management 0.11% Add +22.2% 1,370 $459K
Veltria Advisors Corp. 1.41% No change 1,369 $458K
Fortune 45 LLC 0.19% Add +9.5% 1,361 $456K
UMB Bank, n.a. 0.01% Add +310.0% 1,353 $453K
Shay Capital LLC 0.05% Reduce -35.7% 1,350 $452K
Compagnie Lombard Odier SCmA 0.00% No change 1,350 $452K
Mizuho Markets Cayman LP 0.02% New 1,349 $452K
Empire Financial Management Company, LLC 0.18% Reduce -4.3% 1,347 $451K
Independent Wealth Network Inc. 0.11% Add +30.0% 1,340 $449K
V-Square Quantitative Management LLC 0.04% Reduce -5.0% 1,340 $449K
Mesirow Financial Investment Management, Inc. 0.01% Add +56.3% 1,336 $447K
Catalyst Financial Partners LLC 0.04% Add +35.9% 1,336 $447K
Westco Advisory Services Inc. 0.27% Add +3.3% 1,332 $446K
Xcelsior Advisor Partners LLC 0.06% New 1,326 $444K
FDx Advisors, Inc. 0.13% Reduce -36.9% 1,320 $442K
Twin Tree Management, LP 0.07% New 1,310 $439K
Northland Securities, Inc. 0.25% No change 1,301 $436K
RIA Advisory Group LLC 0.10% Add +0.4% 1,300 $435K
Ashford Capital Management Inc. 0.05% No change 1,300 $435K
Strive Financial Group ,LLC 0.19% Add +132.8% 1,297 $434K
Angeles Wealth Management, LLC 0.02% Add +14.6% 1,293 $433K
Performance Wealth Partners, LLC 0.01% No change 1,288 $431K
Founders Financial Alliance, LLC 0.06% Reduce -13.1% 1,283 $430K
Moment Partners, LLC 0.08% Add +5.7% 1,281 $429K
Verity & Verity, LLC 0.03% No change 1,280 $429K
Clear Harbor Asset Management, LLC 0.03% Reduce -76.1% 1,270 $425K
Signature Equity Partners, LLC 0.19% Add +90.1% 1,262 $423K
Ledyard National Bank 0.03% Reduce -17.5% 1,261 $422K
Legacy Financial Advisors, Inc. 0.05% Add +24.8% 1,255 $420K
Elequin Capital, LP 0.07% New 1,250 $419K
Capstone Wealth Management, LLC 0.19% New 1,249 $418K
Facet Wealth, Inc. 0.01% Add +29.7% 1,249 $418K
Gateway Wealth Partners, LLC 0.03% Reduce -39.8% 1,246 $417K
TCFG Investment Advisors, LLC 0.14% Add +8.3% 1,245 $417K
Teza Capital Management LLC 0.80% New 1,239 $415K
A&I Financial Services, LLC 0.18% No change 1,232 $412K
Fragasso Financial Advisors Inc 0.02% Add +9.5% 1,232 $412K
Winthrop Advisory Group LLC 0.03% New 1,231 $412K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.10% New 1,230 $412K
Wesbanco Bank Inc. 0.01% Add +35.6% 1,220 $408K
Woodward Diversified Capital, LLC 0.18% Add +1.9% 1,216 $407K
Wellspring Financial Advisors, LLC 0.03% Add +4.8% 1,216 $407K
Watershed Private Wealth LLC 0.11% No change 1,210 $405K
Kintra Wealth, LLC 0.02% Reduce -4.1% 1,411 $405K
TRB Wealth Management, LLC 0.05% No change 1,201 $402K
Holistic Financial Partners 0.25% Reduce -15.8% 1,200 $402K
KRS Capital Management, LLC 0.19% Add +16.6% 1,195 $400K
Auxier Asset Management LLC 0.05% No change 1,190 $398K
Hengehold Capital Management LLC 0.03% Add +8.4% 1,189 $398K
Evexia Wealth LLC 0.11% Add +44.4% 1,512 $398K
Diversified Enterprises, LLC 0.02% Add +13.4% 1,185 $397K
Modera Wealth Management, LLC 0.00% Reduce -44.3% 1,184 $396K
Legacy Capital Group California, Inc. 0.12% Add +1.3% 1,182 $396K
SmartHarvest Portfolios, LLC 0.13% Add +19.3% 1,175 $394K
Legend Capital Advisors LLC 0.21% No change 1,171 $392K
Prosperity Consulting Group, LLC 0.01% New 1,169 $391K
First Dallas Securities Inc. 0.13% Reduce -13.1% 1,165 $390K
Impact Capital Partners LLC 0.11% Reduce -2.7% 1,165 $390K
Ethos Financial Group, LLC 0.03% Reduce -0.7% 1,743 $389K
LVW Advisors, LLC 0.03% Reduce -3.1% 1,160 $388K
Income Insurance Ltd 0.23% Add +9.5% 1,157 $387K
Versant Capital Management, Inc 0.03% Add +3.0% 1,156 $387K
Values First Advisors, Inc. 0.18% Add +12.5% 1,155 $387K
Miramontes Capital, LLC 0.12% New 1,155 $387K
Smith Group Asset Management, LLC 0.02% No change 1,150 $385K
Wexford Capital LP 0.05% New 1,146 $384K
Fairscale Capital, LLC 0.23% No change 1,145 $383K
Centiva Capital, LP 0.01% New 1,140 $382K
Moss Adams Wealth Advisors LLC 0.02% Add +5.6% 1,136 $380K
Bay Rivers Group 0.13% New 1,136 $380K
Crescent Grove Advisors, LLC 0.03% Reduce -20.9% 1,136 $380K
LifeGoal Investments, LLC 0.17% Add +37.1% 1,135 $380K
IMA Advisory Services, Inc. 0.02% Add +5295.2% 1,133 $379K
Greatmark Investment Partners, Inc. 0.04% Reduce -10.0% 1,125 $377K
N.E.W. Advisory Services LLC 0.03% Reduce -10.9% 1,121 $375K
Financial Engines Advisors L.L.C. 0.00% Add +1.2% 1,114 $373K
Net Worth Advisory Group 0.09% Add +21.4% 1,108 $371K
Mainsail Asset Management, LLC 0.15% New 1,278 $370K
North Star Asset Management Inc. 0.01% Reduce -0.6% 1,103 $369K
Kercheville Advisors, LLC 0.11% New 1,100 $368K
Black Swift Group, LLC 0.05% No change 1,100 $368K
Wellington Shields Capital Management, LLC 0.05% Add +83.3% 1,100 $368K
Wolverine Asset Management LLC 0.02% New 1,100 $368K
Parkway Wealth Management Group, LLC 0.04% Add +31.5% 1,099 $368K
Paces Ferry Wealth Advisors, LLC 0.14% Add +0.1% 1,096 $367K
Avidian Wealth Enterprises, LLC 0.01% Add +2.3% 1,094 $366K
Smart Money Group LLC 0.09% Add +3.6% 1,092 $366K
AlphaGrep UK Ltd 0.11% Reduce -47.7% 1,084 $363K
Money Concepts Capital Corp. 0.02% Add +30.4% 1,081 $362K
Capital Advisors, Ltd. LLC 0.04% Add +2.5% 1,075 $360K
Financial Security Advisor, Inc. 0.06% Add +2.8% 1,070 $358K
LJI Wealth Management, LLC 0.05% Add +30.8% 1,061 $355K
Woodmont Investment Counsel LLC 0.02% Add +3.3% 1,061 $355K
Brady Martz Wealth Solutions, LLC 0.05% Add +0.9% 1,052 $352K
Betterment LLC 0.00% New 1,049 $351K
CYBER HORNET ETFs LLC 0.20% Add +0.2% 1,045 $350K
Heritage Wealth Management, Inc. 0.09% Reduce -1.0% 1,045 $350K
Iron Gate Global Advisors LLC 0.03% Reduce -2.8% 1,043 $349K
waypoint wealth counsel 0.22% Reduce -21.1% 1,037 $347K
Wealthcare Capital Partners, LLC 0.14% No change 1,031 $345K
Wick Capital Partners, LLC 0.05% Add +3.1% 1,027 $344K
Elgethun Capital Management 0.05% Add +2.7% 1,027 $344K
RB Capital Management, LLC 0.07% New 1,019 $341K
Premier Path Wealth Partners, LLC 0.04% Add +14.1% 1,014 $340K
Next Level Wealth Planning, LLC 0.15% Add +1.2% 1,012 $339K
Joseph P. Lucia & Associates, LLC 0.10% No change 1,008 $338K
Portus Wealth Advisors, LLC 0.28% Add +6606.7% 1,006 $337K
MSH Capital Advisors LLC 0.06% New 1,002 $335K
Avantra Family Wealth, Inc. 0.21% New 1,000 $335K
McAlister, Sweet & Associates, Inc. 0.18% New 1,000 $335K
Compass Wealth Management, LLC 0.13% No change 1,000 $335K
Sig Brokerage, LP 0.05% Reduce -59.8% 1,000 $335K
Regal Partners Ltd 0.02% Reduce -80.0% 1,000 $335K
Klingenstein Fields & Co. LP 0.01% No change 1,000 $335K
Peak Retirement Planning, Inc. 0.05% Add +4.9% 1,000 $335K
Beverly Hills Private Wealth, LLC 0.06% Reduce -8.4% 995 $333K
Insight Advisors, LLC/ PA 0.06% No change 994 $333K
Acropolis Investment Management, LLC 0.01% No change 989 $331K
North Star Investment Management Corp. 0.02% No change 984 $329K
Financial Management Network Inc. 0.05% Add +0.3% 1,138 $329K
Silver Oak Securities, Incorporated 0.02% Add +16.3% 980 $328K
Total Wealth Planning & Management, Inc. 0.24% Reduce -32.6% 979 $328K
Summit Wealth Group LLC / Co. 0.03% Add +7.3% 978 $327K
Cura Wealth Advisors, LLC 0.14% Reduce -4.6% 973 $326K
Cascade Financial Partners, LLC 0.03% No change 971 $325K
MW Advisory, LLC 0.13% — 970 $325K
Trust Point Inc. 0.03% New 965 $323K
Strategic Family Wealth Counselors, L.L.C. 0.07% Reduce -5.0% 958 $321K
Foster Group, Inc. 0.01% Add +10.7% 956 $320K
IFG Advisory, LLC 0.01% Add +458.8% 950 $318K
Flatrock Wealth Partners LLC 0.12% Add +1.3% 941 $315K
Natural Investments, LLC 0.07% Reduce -12.9% 938 $314K
Creative Capital Management Investments LLC 0.07% New 934 $313K
Quantum Financial Advisors, LLC 0.03% Reduce -1.4% 934 $313K
Nicolet Bankshares Inc. 0.01% New 976 $311K
Rothschild Capital Partners, LLC 0.07% No change 927 $310K
Fullerton Fund Management Co Ltd. 0.02% Reduce -25.5% 927 $310K
Fox Hill Wealth Management 0.12% Reduce -4.0% 927 $310K
Turtle Creek Wealth Advisors, LLC 0.02% New 926 $310K
Ridgeline Wealth, LLC 0.18% Reduce -1.1% 925 $310K
Matters Capital LLC 0.22% No change 925 $310K
Mayflower Financial Advisors, LLC 0.03% Reduce -16.5% 920 $308K
Resolute Wealth Strategies, LLC 0.12% New 919 $308K
Colonial Trust Advisors 0.02% No change 919 $308K
Cloud Capital Management, LLC 0.11% Add +2.7% 919 $307K
Victory Financial Group, LLC 0.03% Reduce -18.6% 916 $307K
State of Wyoming 0.03% Reduce -71.3% 915 $306K
Hexagon Capital Partners LLC 0.04% Reduce -35.0% 914 $306K
AlphaStar Capital Management, LLC 0.02% New 914 $306K
Mosley Wealth Management 0.10% Reduce -85.1% 911 $305K
Flynn Zito Capital Management, LLC 0.08% No change 911 $305K
SOA Wealth Advisors, LLC. 0.05% Reduce -5.7% 908 $304K
Wescott Financial Advisory Group, LLC 0.02% Add +1.7% 906 $303K
McGlone Suttner Wealth Management, Inc. 0.04% Reduce -55.0% 904 $303K
Keel Point, LLC 0.02% New 902 $302K
Demars Financial Group, LLC 0.08% New 899 $301K
Paragon Private Wealth Management, LLC 0.08% New 896 $300K
Accredited Investors Inc. 0.01% Add +0.3% 896 $300K
Triad Wealth Partners, LLC 0.02% New 1,136 $299K
SHP Wealth Management 0.02% Add +16.1% 892 $299K
Strategic Wealth Partners, Ltd. 0.02% Add +1.7% 892 $299K
Mfa Wealth Advisors, LLC 0.05% No change 891 $298K
S-Bank Fund Management Ltd 0.04% New 890 $298K
Advisory Alpha, LLC 0.01% Reduce -64.5% 887 $297K
TBH Global Asset Management, LLC 0.05% New 881 $295K
Berkeley Capital Partners, LLC 0.06% Add +8.6% 881 $295K
Eurizon SLJ Capital Ltd 0.11% New 881 $295K
WT Wealth Management 0.08% Add +3.2% 881 $295K
Voya Financial Advisors, Inc. 0.03% Reduce -24.2% 959 $294K
Vista Investment Partners Ii, LLC 0.12% Reduce -14.1% 878 $294K
Anchyra Partners LLC 0.07% New 876 $293K
Cromwell Holdings LLC 0.13% Add +66.8% 874 $293K
Manhattan West Asset Management, LLC 0.05% Add +0.9% 865 $290K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -10.9% 863 $289K
Sage Private Wealth Group, LLC 0.13% New 862 $289K
Zhang Financial LLC 0.01% New 859 $288K
Van Hulzen Asset Management, LLC 0.02% New 857 $287K
Wimmer Associates 1, LLC 0.13% Add +1.1% 852 $285K
Tobias Financial Advisors, Inc. 0.04% No change 850 $285K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 850 $285K
Riversedge Advisors, LLC 0.04% New 849 $284K
Integris Wealth Management, LLC 0.06% No change 846 $283K
Tidemark, LLC 0.06% Add +0.2% 838 $281K
George Kaiser Family Foundation 0.03% New 837 $280K
Prescott Group Capital Management, L.L.C. 0.02% New 837 $280K
StoneX Group Inc. 0.01% New 829 $278K
Barrett & Company, Inc. 0.08% Add +153.8% 825 $276K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Reduce -85.9% 553 $275K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -2.6% 820 $275K
Institute for Wealth Management, LLC. 0.02% No change 820 $275K
Cullen/Frost Bankers, Inc. 0.00% Add +36.9% 816 $273K
Plimoth Trust Co. LLC 0.05% No change 815 $273K
Precedent Wealth Partners, LLC 0.05% New 815 $273K
Whelan Financial 0.07% No change 813 $272K
Blue Fin Capital, Inc. 0.04% New 812 $272K
180 Wealth Advisors, LLC 0.03% Reduce -7.3% 811 $272K
Cary Street Partners Financial LLC 0.01% Add +52.9% 809 $271K
Hemenway Trust Co LLC 0.02% New 809 $271K
Calamos Wealth Management LLC 0.01% Reduce -32.9% 807 $270K
Burney Co./ 0.01% New 806 $270K
Cascades Capital Asset Management, LLC 0.10% Add +33.1% 805 $270K
Wharton Business Group, LLC 0.01% Reduce -39.7% 805 $270K
Ameliora Wealth Management Ltd. 0.08% New 804 $269K
Eagle Wealth Advisors LLC 0.21% Reduce -6.6% 803 $269K
J2 Capital Management Inc 0.18% Reduce -69.0% 802 $269K
Genesee Capital Advisors, LLC 0.08% No change 801 $268K
Kiker Wealth Management, LLC 0.10% New 800 $268K
Corps Capital Advisors, LLC 0.22% No change 800 $268K
FAS Wealth Partners, Inc. 0.01% New 787 $263K
Lighthouse Wealth Management Inc. 0.16% New 785 $263K
626 Financial, LLC 0.10% New 783 $262K
Wayfinding Financial, LLC 0.10% New 785 $262K
Cambient Family Office, LLC 0.03% New 782 $262K
Massar Capital Management, LP 0.09% New 780 $261K
Richards, Merrill & Peterson, Inc. 0.08% Reduce -20.4% 780 $261K
Mairs & Power Inc. 0.00% New 780 $261K
Armstrong Advisory Group, Inc. 0.02% Add +15.8% 778 $261K
LaFleur & Godfrey LLC 0.03% New 775 $259K
Keystone Wealth Services, LLC 0.05% New 773 $259K
Concord Wealth Partners 0.03% New 770 $258K
King Wealth Management Group 0.03% New 769 $257K
Bridgewater Advisors Inc. 0.01% Reduce -1.9% 1,000 $257K
Empirical Finance, LLC 0.01% New 766 $256K
Ostrum Asset Management 0.01% Reduce -65.8% 765 $256K
Third View Private Wealth, LLC 0.03% New 764 $256K
Bank of New Hampshire 0.05% Add +10.6% 763 $255K
Values Added Financial LLC 0.09% New 758 $254K
Acorn Wealth Advisors, LLC 0.06% New 758 $254K
Merrithew & Thorsten Inc 0.22% No change 757 $253K
Freestone Capital Holdings, LLC 0.01% New 754 $253K
Carnegie Lake Advisors LLC 0.09% New 750 $251K
NWF Advisory Services Inc. 0.02% New 750 $251K
Investor's Fiduciary Advisor Network, LLC 0.09% New 750 $251K
Aventura Private Wealth, LLC 0.08% Add +13.2% 748 $250K
Sunburst Financial Group, LLC 0.04% New 744 $249K
May Hill Capital, LLC 0.05% New 744 $249K
Sunflower Bank, N.A. 0.06% New 743 $249K
Turner Financial Group, Inc. 0.25% — 743 $249K
Norris Perne & French LLP 0.01% New 740 $248K
Elyxium Wealth, LLC 0.03% New 739 $247K
Madison Wealth Partners, Inc 0.03% New 738 $247K
Cypress Point Wealth Management, LLC 0.05% New 737 $247K
Five Oceans Advisors 0.08% New 736 $246K
Symmetry Partners, LLC 0.01% New 736 $246K
Markin Asset Management, LP 0.21% New 735 $246K
Claret Asset Management Corp 0.03% New 735 $246K
NFJ Investment Group, LLC 0.01% New 732 $245K
Johnson Investment Counsel Inc. 0.00% New 732 $245K
Channel Wealth LLC 0.05% New 731 $245K
Graves Light Lenhart Wealth, Inc. 0.02% New 730 $244K
Stonebrook Private Inc. 0.04% New 727 $243K
Convergence Financial, LLC 0.02% New 726 $243K
SCS Capital Management LLC 0.00% Reduce -78.2% 725 $243K
Traveka Wealth, LLC 0.08% New 725 $243K
Maltin Wealth Management, Inc. 0.08% New 723 $242K
Elevation Wealth Management LLC 0.18% New 722 $242K
Relyea Zuckerberg Hanson LLC 0.02% New 721 $241K
Wilmington Savings Fund Society, FSB 0.01% Add +17.8% 721 $241K
Associated Banc-Corp 0.01% New 720 $241K
Heritage Oak Wealth Advisors LLC 0.07% New 719 $241K
American Financial Advisors, LLC 0.03% New 718 $241K
Post Resch Tallon Group Inc. 0.17% Reduce -36.7% 715 $239K
Investment Advisory Services Inc. /TX 0.07% New 714 $239K
Oxford Asset Management LLP 0.12% New 712 $238K
Canal Capital Management, LLC 0.03% New 712 $238K
Legacy Wealth Managment, LLC 0.10% Add +68.5% 711 $238K
Naviter Wealth, LLC 0.02% New 710 $238K
Waller Financial Planning Group, Inc. 0.05% New 705 $236K
Advisortrust Partners, LLC 0.08% New 705 $236K
Wealth Alliance Advisory Group, LLC 0.03% New 703 $235K
Wiregrass Investment Management LLC 0.16% New 700 $234K
Quadrant Private Wealth Management, LLC 0.05% Reduce -13.8% 698 $234K
Laurel Oak Wealth Management, LLC 0.03% New 698 $234K
Allen Capital Group, LLC 0.02% New 697 $233K
GW&K Investment Management, LLC 0.00% Reduce -33.3% 696 $233K
Parkside Financial Bank & Trust 0.02% Add +20.2% 695 $233K
WESPAC Advisors, LLC 0.11% New 695 $233K
Drucker Wealth 3.0, LLC 0.04% New 693 $232K
Aspiriant, LLC 0.01% New 692 $232K
MJP Associates Inc. 0.03% New 691 $231K
Wealth Management Associates, Inc. 0.06% Reduce -57.2% 691 $231K
Bingham Private Wealth, LLC 0.16% New 686 $230K
Sandy Cove Advisors, LLC 0.06% New 684 $229K
Beacon Financial Group 0.02% New 681 $228K
BG Investment Services, LLC 0.16% New 680 $228K
Sagewood Asset Management LP 0.05% New 672 $225K
Curated Wealth Partners LLC 0.03% New 672 $225K
Checchi Capital Advisers, LLC 0.01% New 671 $225K
Fortis Group Advisors, LLC 0.04% Reduce -42.4% 670 $224K
FWL Investment Management, LLC 0.04% No change 670 $224K
Indivisible Partners 0.01% New 666 $223K
Pacific Excel Wealth Advisors, Inc. 0.09% New 665 $223K
Sentry LLC 0.06% New 665 $223K
Heritage Family Offices, LLP 0.09% New 665 $223K
Destiny Wealth Partners, LLC 0.03% Add +10.5% 918 $222K
IPG Investment Advisors LLC 0.03% New 662 $222K
Meridian Financial Partners LLC 0.08% New 727 $221K
McDonough Capital Management, Inc 0.11% New 661 $221K
BOCHK Asset Management Ltd 0.03% Add +340.0% 660 $221K
3Chopt Investment Partners, LLC 0.04% New 658 $220K
Allianz SE 0.00% Reduce -17.4% 658 $220K
Private Client Services, LLC 0.06% New 653 $219K
Fire Capital Management LLC 0.09% New 653 $219K
Latitude Advisors, LLC 0.09% New 650 $218K
Rock Point Advisors, LLC 0.05% New 650 $218K
BOK Financial Private Wealth, Inc. 0.01% Add +0.1% 650 $218K
Ewa, LLC 0.04% New 648 $217K
Meeder Asset Management Inc. 0.01% Add +433.1% 645 $216K
Farmers & Merchants Investments Inc. 0.01% Add +2.4% 645 $216K
Capital Advisors Wealth Management, LLC 0.03% New 645 $216K
Paradigm Capital Management, LLC 0.19% New 642 $215K
CogentBlue Wealth Advisors, LLC 0.12% New 642 $215K
Maia Wealth LLC 0.03% New 642 $215K
Rydar Equities, Inc. 0.12% New 718 $215K
Adelphi Trust Co 0.14% New 640 $214K
New World Advisors LLC 0.04% New 639 $214K
Anchor Investment Management, LLC 0.02% Add +7.6% 635 $213K
Seaview Investment Managers LLC 0.06% Reduce -27.6% 634 $212K
Investment Insight Wealth Management, LLC 0.18% New 632 $212K
Grant Street Asset Management, Inc. 0.03% New 631 $211K
Vaughan David Investments LLC 0.00% New 630 $211K
Cornerstone Wealth Group, LLC 0.01% New 630 $211K
Swiss Re Ltd. 0.02% Add +439.7% 626 $210K
New Republic Capital, LLC 0.05% New 624 $209K
Fielder Capital Group LLC 0.04% New 621 $208K
Transamerica Financial Advisors, LLC 0.02% Add +62.3% 620 $208K
DRW Securities, LLC 0.01% Reduce -83.4% 620 $208K
CCG Wealth Management, LLC 0.05% New 619 $207K
Capstone Financial Advisors, Inc. 0.01% New 616 $206K
Connecticut Capital Management Group, LLC 0.17% New 614 $206K
Steigerwald, Gordon & Koch Inc. 0.02% No change 613 $205K
Caliber Wealth Management, LLC / KS 0.02% New 612 $205K
Sfmg, LLC 0.01% New 611 $204K
Purus Wealth Management, LLC 0.06% New 610 $204K
Clark & Stuart, Inc 0.13% New 610 $204K
Kathmere Capital Management, LLC 0.01% New 610 $204K
Bluedoor Private Wealth, LLC 0.09% New 609 $204K
Journey Advisory Group, LLC 0.02% New 607 $203K
Founders Grove Wealth Partners, LLC 0.04% New 606 $203K
Worth Asset Management, LLC 0.06% New 604 $202K
Virtus Advisers, LLC 0.08% Reduce -32.7% 603 $202K
Peak Financial Management, Inc. 0.05% New 603 $202K
Shoker Investment Counsel, Inc. 0.05% New 601 $201K
Fayez Sarofim & Co 0.00% New 601 $201K
Thompson Davis & Co., Inc. 0.12% New 600 $201K
Family Wealth Partners, LLC 0.06% New 600 $201K
Everett Harris & Co. 0.00% New 600 $201K
Osterweis Capital Management Inc. 0.01% No change 579 $194K
Maytree Asset Management Ltd 0.13% New 578 $194K
First Horizon Corp. 0.01% Reduce -53.6% 577 $193K
Wolff Wiese Magana LLC 0.09% Reduce -1.4% 574 $192K
Bay Harbor Wealth Management, LLC 0.04% Add +7.9% 558 $187K
Crewe Advisors LLC 0.01% Add +5.9% 557 $186K
Keb Asset Management, LLC 0.03% New 553 $185K
Index Technologies Group LLC 0.15% New 551 $184K
True Wealth Design, LLC 0.04% Add +2.9% 525 $176K
Bell Investment Advisors, Inc 0.03% Add +0.4% 516 $173K
Valley National Advisers Inc. 0.02% Add +376.9% 515 $172K
Webster Bank, N. A. 0.01% Reduce -6.5% 507 $170K
Strategic Advocates LLC 0.65% Add +9.3% 505 $169K
McGuire Capital Advisors Inc. 0.09% Add +928.6% 504 $169K
American National Bank & Trust 0.01% Reduce -5.7% 497 $166K
TFC Financial Management, Inc. 0.02% Reduce -9.3% 470 $157K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +20.5% 470 $157K
Markowski Investments 0.03% — 450 $151K
Palladiem, LLC 0.15% New 450 $151K
Guardian Partners Inc. 0.01% New 435 $146K
Continuum Advisory, LLC 0.01% New 427 $143K
Owl Creek Wealth Partners LLC 0.04% Add +4.9% 426 $143K
LRI Investments, LLC 0.01% Add +23.6% 425 $142K
Atlas Capital Advisors Inc. 0.02% Add +68.4% 421 $141K
Fortitude Family Office, LLC 0.03% Add +80.4% 415 $139K
Steph & Co. 0.03% No change 409 $137K
CVA Family Office, LLC 0.01% Add +10.8% 409 $137K
Brookfield Corp 0.00% Reduce -8.4% 401 $134K
WPG Advisers, LLC 0.08% Add +49.1% 398 $133K
Vestor Capital, LLC 0.01% Reduce -97.0% 1,515 $133K
Adkins Seale Capital Management LLC 0.12% No change 396 $133K
Ninety One UK Ltd 0.00% New 396 $133K
Cape Investment Advisory, Inc. 0.04% New 396 $133K
Archer Investment Corp 0.02% Reduce -74.9% 383 $128K
Smithfield Trust Co 0.01% Reduce -21.1% 382 $128K
Fiduciary Financial Advisors 0.01% New 383 $127K
Physician Wealth Advisors, Inc. 0.01% Add +27.7% 373 $125K
Pinnacle Bancorp, Inc. 0.03% No change 351 $118K
LOM Asset Management Ltd 0.03% No change 350 $117K
Silver Grove Financial Group, Inc. 0.06% Add +118.7% 328 $110K
Covestor Ltd 0.06% Add +81.4% 321 $108K
REAP Financial Group, LLC 0.02% Reduce -5.0% 322 $108K
Intesa Sanpaolo S.p.A. 0.00% New 321 $107K
Quent Capital, LLC 0.01% Add +3.0% 312 $104K
S&T Bank 0.03% Add +3.0% 310 $104K
Basecamp Wealth Advisors LLC 0.02% Reduce -24.0% 310 $104K
Tradewinds Capital Management, LLC 0.02% Reduce -8.2% 290 $97K
Bogart Wealth, LLC 0.00% Add +2.1% 286 $96K
Buck Wealth Strategies, LLC 0.01% New 283 $95K
Rossby Financial, LCC 0.02% Reduce -1.1% 281 $94K
Highline Wealth Partners LLC 0.02% Add +1.4% 280 $94K
Bartlett & Co. Wealth Management LLC 0.00% Add +58.6% 257 $86K
Salomon & Ludwin, LLC 0.01% No change 275 $86K
Glen Eagle Advisors, LLC 0.01% Reduce -8.9% 255 $85K
Financial Management Professionals, Inc. 0.01% Add +55.6% 252 $84K
Winch Advisory Services, LLC 0.02% Add +33.5% 251 $84K
Compound Global Advisors, LLC 2.07% New 250 $84K
Keating Financial Advisory Services, Inc. 0.01% Add +48.8% 250 $84K
RiverPark Advisors, LLC 0.04% Reduce -49.6% 249 $83K
Dogwood Wealth Management LLC 0.03% Add +23.5% 242 $81K
Pittenger & Anderson Inc. 0.00% No change 238 $80K
Pacific Center for Financial Services 0.02% No change 235 $79K
Chesapeake Asset Management LLC 0.06% No change 232 $78K
Avion Wealth 0.01% Add +88.5% 230 $77K
Westside Investment Management, Inc. 0.01% Reduce -17.9% 229 $77K
Horizon Financial Services, LLC 0.03% No change 220 $74K
MidFirst Bank 0.01% Add +6.9% 218 $73K
Quaker Wealth Management, LLC 0.02% Add +0.5% 210 $70K
Cassaday & Co Wealth Management LLC 0.00% Add +854.5% 210 $70K
JFS Wealth Advisors, LLC 0.00% Add +1.5% 204 $68K
University of Texas/Texas Am Investment Management Co. 0.01% Add +576.7% 203 $68K
Noble Wealth Management PBC 0.03% Reduce -38.8% 202 $68K
PFS Partners, LLC 0.03% New 200 $67K
Godsey & Gibb, Inc. 0.01% No change 200 $67K
Caldwell Trust Co 0.01% Add +100.0% 200 $67K
Hilltop National Bank 0.01% Add +164.0% 198 $66K
Synergy Investment Management, LLC 0.02% Add +3750.0% 231 $66K
Alpine Bank Wealth Management 0.01% New 193 $65K
Washington Trust Advisors, Inc. 0.00% Add +17.4% 189 $63K
Financial Life Planners 0.04% No change 188 $63K
Wellington-Altus USA Inc. 0.04% No change 250 $63K
Park Place Capital Corp 0.01% No change 185 $62K
Hager Investment Management Services, LLC 0.03% Reduce -20.8% 179 $60K
LifeSteps Financial, Inc. 0.03% New 171 $57K
Vermillion Wealth Management, Inc. 0.01% Add +68.3% 170 $57K
Nova Wealth Management, Inc. 0.03% Add +45.3% 170 $57K
Towne Trust Company, N.A 0.02% Reduce -32.0% 170 $57K
City Holding Co. 0.01% No change 165 $55K
Wilkerson Advisory Group LLC 0.02% Reduce -58.6% 164 $55K
Bear Mountain Capital, Inc. 0.02% No change 180 $55K
Adirondack Trust Co. 0.02% New 157 $53K
MV Capital Management, Inc. 0.00% Add +7.6% 156 $52K
Sankala Group LLC 0.03% Add +15.2% 189 $51K
Persistent Asset Partners Ltd 0.02% New 152 $51K
Grove Bank & Trust 0.01% Add +0.7% 151 $51K
Consultiva Wealth Management, Corp. 0.11% No change 150 $50K
Mark Sheptoff Financial Planning, LLC 0.03% No change 150 $50K
GoalVest Advisory LLC 0.01% Add +87.3% 148 $50K
Elevated Capital Advisors, LLC 0.01% No change 146 $49K
Investors Research Corp 0.01% No change 145 $49K
TD Capital Management LLC 0.00% No change 145 $49K
Albion Financial Group 0.00% No change 144 $48K
Lummis Asset Management, LP 0.03% No change 142 $48K
Rosenberg Matthew Hamilton 0.01% No change 142 $48K
Salem Investment Counselors Inc. 0.00% No change 138 $46K
Sachetta, LLC 0.02% Add +10.6% 136 $46K
Orion Capital Management LLC 0.01% No change 135 $45K
Crews Bank & Trust 0.01% Add +48.3% 132 $44K
Richardson Financial Services Inc. 0.02% Reduce -1.5% 131 $44K
Financial Consulate, Inc. 0.00% Add +2.4% 129 $43K
Cornerstone Financial Management LLC 0.03% Add +56.8% 127 $43K
Kemnay Advisory Services Inc. 0.01% Reduce -78.4% 125 $42K
Center for Financial Planning, Inc. 0.00% Reduce -21.0% 124 $42K
Motco 0.00% Add +1.8% 116 $39K
HighMark Wealth Management LLC 0.01% No change 115 $39K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +130.0% 115 $39K
Trust Co 0.00% Add +2625.0% 109 $36K
Heritage Wealth Advisors 0.00% No change 109 $36K
Graney & King, LLC 0.01% No change 107 $36K
Neo Ivy Capital Management 0.01% Reduce -95.6% 106 $35K
Cornerstone Planning Group LLC 0.00% Reduce -10.8% 116 $35K
Lloyd Advisory Services, LLC. 0.01% Reduce -92.3% 104 $35K
Activest Wealth Management 0.01% Reduce -92.6% 103 $34K
Miller Wealth Advisors, LLC 0.01% No change 100 $33K
Signature Resources Capital Management, LLC 0.01% No change 100 $33K
JPL Wealth Management, LLC 0.01% Add +3.2% 97 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -9.7% 93 $31K
Roble, Belko & Company, Inc 0.00% Add +8.2% 92 $31K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +91.7% 92 $31K
Summit Securities Group LLC 0.01% Add +41.3% 89 $30K
SouthState Bank Corp 0.00% Add +57.1% 88 $29K
Manchester Capital Management LLC 0.00% Add +1.2% 83 $28K
United Financial Planning Group LLC 0.01% No change 83 $28K
Private Wealth Asset Management, LLC 0.00% No change 80 $27K
Barnes Dennig Private Wealth Management LLC 0.02% Add +2500.0% 78 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 79 $26K
Maryland Capital Advisors Inc. 0.01% — 76 $25K
Proffitt & Goodson Inc. 0.00% No change 76 $25K
Ameriflex Group, Inc. 0.01% Add +65.2% 76 $25K
Aspiring Ventures, LLC 0.01% New 75 $25K
HHM Wealth Advisors, LLC 0.00% Add +85.0% 74 $25K
Murphy & Mullick Capital Management Corp 0.01% New 70 $23K
Raffa Wealth Management, LLC 0.00% Add +4.5% 70 $23K
Ares Financial Consulting, LLC 0.02% Add +40.8% 69 $23K
CNB Bank 0.01% No change 68 $23K
Frazier Financial Advisors, LLC 0.01% Add +34.0% 67 $22K
IAG Wealth Partners, LLC 0.00% No change 67 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +26.9% 66 $22K
StrongBox Wealth, LLC 0.01% New 65 $22K
Tiaa Trust, National Association 0.00% Reduce -95.7% 65 $22K
Anchor Bay Capital, Inc. 0.01% — 80 $22K
Joseph Group Capital Management 0.00% Add +137.0% 64 $21K
Retirement Wealth Solutions LLC 0.01% No change 63 $21K
CX Institutional 0.00% Add +21.6% 62 $21K
Valued Wealth Advisors LLC 0.01% Add +13.2% 60 $20K
Aberdeen Wealth Management LLC 0.01% New 55 $18K
Rialto Wealth Management, LLC 0.00% Add +82.8% 53 $18K
Hughes Financial Services, LLC 0.00% Add +26.2% 53 $18K
Kennebec Savings Bank 0.01% No change 52 $17K
Clearstead Trust, LLC 0.00% No change 51 $17K
Old Second National Bank of Aurora 0.00% New 50 $17K
DT Investment Partners, LLC 0.00% No change 50 $17K
Marquette Asset Management, LLC 0.00% No change 49 $16K
Quest 10 Wealth Builders, Inc. 0.01% No change 47 $16K
Comprehensive Financial Planning, Inc. 0.01% No change 46 $15K
Truvestments Capital LLC 0.00% Reduce -62.6% 46 $15K
Stone House Investment Management, LLC 0.00% Add +2.3% 45 $15K
Manning & Napier Advisors LLC 0.00% Reduce -17.2% 48 $15K
LFA - Lugano Financial Advisors SA 0.01% New 44 $15K
Triumph Capital Management 0.00% Add +2.4% 42 $14K
Gleason Group, Inc. 0.00% New 42 $14K
Westfuller Advisors, LLC 0.00% Add +17.6% 40 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -28.1% 41 $13K
Evolution Wealth Management Inc. 0.01% New 40 $13K
Coastline Trust Co 0.00% No change 40 $13K
Premier Financial Group 0.00% New 39 $13K
Winthrop Capital Management, LLC 0.00% No change 38 $13K
Bullock Wealth Management Group 0.01% No change 40 $12K
Fourth Dimension Wealth, LLC 0.00% Add +16.7% 35 $12K
High Note Wealth, LLC 0.00% Reduce -16.7% 35 $12K
Vanguard National Trust Co 0.00% New 35 $12K
DiNuzzo Private Wealth, Inc. 0.00% Add +6.3% 34 $11K
Financial Perspectives, Inc 0.00% New 32 $11K
MPWM Advisory Solutions, LLC 0.00% No change 30 $10K
Elevation Wealth Partners, LLC 0.00% No change 30 $10K
Plante Moran Financial Advisors, LLC 0.00% New 29 $10K
Cordant, Inc. 0.00% New 29 $10K
Planning Strategies Inc. 0.01% — 28 $9K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 28 $9K
Whipplewood Advisors, LLC 0.01% Reduce -91.1% 27 $9K
Principia Wealth Advisory, LLC 0.00% Add +8.0% 27 $9K
Marshall Investment Management, LLC 0.00% Add +8.3% 26 $9K
Ascentis Independent Advisors 0.02% Reduce -99.4% 25 $8K
Wiser Advisor Group LLC 0.01% No change 25 $8K
Aspect Partners, LLC 0.00% Reduce -32.4% 25 $8K
WealthCollab, LLC 0.00% Add +166.7% 24 $8K
IMG Wealth Management, Inc. 0.00% Add +666.7% 23 $8K
Medallion Wealth Advisors, LLC 0.00% Add +46.7% 22 $7K
HFM Investment Advisors, LLC 0.00% Add +83.3% 22 $7K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.01% New 22 $7K
Lodestone Wealth Management LLC 0.00% No change 22 $7K
Westend Capital Management, LLC 0.00% New 22 $7K
Baillie Gifford & Co. 0.00% New 22 $7K
Kilter Group LLC 0.00% Add +75.0% 21 $7K
1015 Capital Partners, LLC 0.01% No change 19 $6K
GHP Investment Advisors, Inc. 0.00% No change 19 $6K
Allied Private Wealth LLC 0.00% — 20 $6K
American Capital Advisory, LLC 0.00% Add +12.5% 18 $6K
Asset Dedication, LLC 0.00% New 18 $6K
Copia Wealth Management 0.00% No change 17 $6K
Bare Financial Services, Inc 0.00% Add +14.3% 16 $5K
Cedar Mountain Advisors, LLC 0.00% Add +16.7% 14 $5K
NBH Bank 0.00% — 13 $4K
Mascoma Wealth Management LLC 0.00% Add +225.0% 13 $4K
RMG Wealth Management LLC 0.00% Reduce -73.2% 15 $4K
Colonial Trust Co / SC 0.00% Add +62.5% 13 $4K
Prosperity Bancshares Inc 0.00% New 12 $4K
Davis Capital Management 0.00% Add +140.0% 12 $4K
Ravenstone Capital Management Inc. 0.00% Reduce -92.5% 12 $4K
Decker Retirement Planning Inc. 0.00% New 12 $4K
Field & Main Bank 0.00% New 12 $4K
1620 Investment Advisors, Inc. 0.00% No change 10 $3K
Lam Group, Inc. 0.00% No change 10 $3K
William B. Walkup & Associates, Inc. 0.00% New 10 $3K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $3K
Security National Bank 0.00% New 10 $3K
McMillan Office, Inc. 0.00% New 10 $3K
NBT Bank, N.A. 0.00% Reduce -66.7% 10 $3K
Tounjian Advisory Partners, LLC 0.00% New 9 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 9 $3K
CKW Financial Group 0.00% New 9 $3K
Abound Wealth Management 0.00% Reduce -82.7% 9 $3K
Banque Cantonale Vaudoise 0.00% Reduce -37.4% 8,210 $3K
POM Investment Strategies, LLC 0.00% No change 8 $3K
RHL Group, LLC 0.00% No change 8 $3K
Downshift Financial, LLC 0.00% New 7 $2K
Nvwm, LLC 0.00% New 7 $2K
BankPlus Trust Department 0.00% No change 7 $2K
Investors Portfolio Services LLC 0.00% Reduce -14.3% 6 $2K
Kentucky Trust Co 0.00% No change 6 $2K
JNBA Financial Advisors 0.00% No change 6 $2K
Navigoe, LLC 0.00% New 8 $2K
Seneschal Advisors, LLC 0.00% Add +25.0% 5 $2K
Atlantic Private Wealth, LLC 0.00% No change 5 $2K
Bfsg, LLC 0.00% No change 5 $2K
Caitlin John, LLC 0.00% Reduce -28.6% 5 $2K
Security National Bank of Sioux City Iowa 0.00% New 5 $2K
Game Plan Financial Advisors, LLC 0.00% New 5 $2K
SWAN Capital LLC 0.00% Reduce -44.4% 5 $2K
Nvest Wealth Strategies, Inc. 0.00% No change 4 $1K
Chelsea Counsel Co. 0.00% No change 4 $1K
Cranbrook Wealth Management, LLC 0.00% No change 4 $1K
Beacon Investment Advisory Services, Inc. 0.00% New 4 $1K
Financial Network Wealth Advisors LLC 0.00% Add +33.3% 4 $1K
DecisionPoint Financial, LLC 0.00% New 4 $1K
Clark Wealth Partners 0.00% Reduce -96.4% 3 $1K
DB Fitzpatrick & Co, Inc 0.00% Reduce -50.0% 3 $1K
Raelipskie Partnership 0.00% New 3 $1K
Proathlete Wealth Management LLC 0.00% New 3 $1K
Coston, McIsaac & Partners 0.00% Reduce -20.0% 4 $1K
Breakwater Investment Management 0.00% New 2 $670
TOWER TRUST & INVESTMENT Co 0.00% New 2 $669
PEAK6 LLC 0.00% No change 2 $653
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $568
ROSS\JOHNSON & Associates LLC 0.01% No change 1 $335
Addison Advisors LLC 0.00% No change 1 $335
Delos Wealth Advisors, LLC 0.00% New 1 $335
Highland Investment Advisors LLC 0.00% — 1 $335
Altshuler Shaham Ltd 0.00% No change 1 $43
Evolution Advisers, Inc. 0.00% New 1 $0

"% 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.