ViatrisVTRS

13F holders, Q2 2025 (June 30)
977holders −34
83new positions
123sold out
13famous investors
$8.93avg. 13F price*

At the end of Q2 2025, 977 institutions reported holding Viatris Inc. (VTRS) in their 13F filings, down 34 from Q1 2025. 83 opened new positions and 123 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($740.0M) and T. Rowe Price Associates Inc. ($703.4M). 13 famous investors held it, including Bill Miller (2.3% of Miller Value Partners's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Viatris Inc.
Sector
Health Care
CUSIP
92556V106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions83$240.1M
Exits123$223.1M

All 13F filers, Q1 2025 → Q2 2025: 106,559,066 shares bought and 103,790,694 shares sold, net +2,768,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 977 holders

Vanguard Group Inc. 0.02% Add +0.3% 145,115,010 $1.3B
BlackRock, Inc. 0.01% Reduce -14.6% 82,861,248 $740.0M
T. Rowe Price Associates Inc. 0.08% Add +5.8% 78,772,616 $703.4M
Davis Selected Advisers 3.17% Add +2.2% 66,375,520 $592.7M
State Street Corp. 0.02% Reduce -10.0% 55,287,700 $493.7M
Dimensional Fund Advisors LP 0.06% Add +47.0% 31,263,397 $279.2M
Geode Capital Management, LLC 0.02% Add +0.2% 31,226,220 $278.3M
Invesco Ltd. 0.04% Add +3.2% 27,626,973 $246.7M
Deerfield Management Company, L.P. 4.35% Add +0.1% 24,023,907 $214.5M
Ameriprise Financial Inc. 0.05% Add +4.9% 23,154,989 $206.8M
Morgan Stanley 0.01% Add +9.5% 15,743,480 $140.6M
Charles Schwab Investment Management Inc. 0.02% Add +4.8% 12,726,810 $113.7M
Rubric Capital Management LP 1.72% New 12,000,000 $107.2M
Norges Bank 0.01% Reduce -7.5% 11,544,620 $103.1M
Northern Trust Corp. 0.01% Reduce -7.1% 11,243,147 $100.4M
Bank of New York Mellon Corp 0.02% Reduce -1.2% 10,309,589 $92.1M
Pacer Advisors, Inc. 0.22% Reduce -17.6% 9,357,343 $83.6M
Bank of America Corp. 0.01% Reduce -2.7% 9,197,211 $82.1M
ICICI Prudential Asset Management Co Ltd 10.03% Add +79.8% 9,016,076 $80.5M
Amundi 0.03% Add +72.4% 8,783,424 $79.9M
Glenview Capital Management, LLC 2.09% Reduce -2.9% 8,247,584 $73.7M
LSV Asset Management 0.16% Reduce -5.7% 7,785,950 $69.5M
Millennium Management 0.06% Add +132.9% 7,673,046 $68.5M
Arrowstreet Capital, Limited Partnership 0.05% Add +1034.8% 7,528,346 $67.2M
Citadel Advisors 0.06% Add +20.8% 7,429,372 $66.3M
FMR LLC 0.00% Add +9.0% 6,793,513 $60.7M
Thompson Siegel & Walmsley LLC 0.98% Add +4.0% 6,516,130 $58.2M
Legal & General Group Plc 0.01% Reduce -25.3% 6,437,818 $57.5M
JPMorgan Chase & Co. 0.00% Add +9.8% 6,357,556 $56.8M
Callodine Capital Management, LP 5.54% Add +65.4% 5,995,000 $53.5M
UBS Group AG 0.01% Add +12.2% 5,759,399 $51.4M
Goldman Sachs Group Inc. 0.01% Add +41.0% 5,682,588 $50.7M
Barclays PLC 0.02% Add +64.3% 5,531,544 $49.4M
Deutsche Bank AG 0.02% Reduce -45.9% 5,438,255 $48.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -18.9% 5,059,150 $45.2M
FIL Ltd 0.04% Reduce -16.8% 4,921,521 $43.9M
D. E. Shaw & Co. 0.04% New 4,665,658 $41.7M
Invenomic Capital Management LP 2.35% Reduce -27.9% 4,643,175 $41.5M
Brandywine Global Investment Management, LLC 0.28% Reduce -10.1% 4,473,259 $39.9M
Assenagon Asset Management S.A. 0.06% Add +461.0% 3,972,451 $35.5M
Jane Street Group, LLC 0.05% Add +152.3% 3,743,902 $33.4M
Nuveen, LLC 0.01% Add +37.3% 3,706,041 $33.1M
HSBC Holdings PLC 0.02% Reduce -18.2% 3,515,838 $31.4M
Wedge Capital Management L L P 0.54% New 3,369,610 $30.1M
Royal Bank of Canada 0.01% Reduce -5.4% 3,323,611 $29.7M
AQR Capital Management 0.02% Add +47.2% 3,213,191 $28.7M
Russell Investments Group, Ltd. 0.04% Reduce -10.9% 3,208,869 $28.7M
AXA S.A. 0.08% Add +100.6% 3,075,314 $27.5M
American Century Companies Inc. 0.01% Add +19.6% 2,931,471 $26.2M
Citigroup Inc. 0.02% Add +81.8% 2,834,270 $25.3M
Pictet Asset Management Holding SA 0.03% Reduce -16.0% 2,810,225 $25.3M
Schroder Investment Management Group 0.02% Reduce -61.7% 2,822,446 $25.2M
Camber Capital Management LP 3.42% Reduce -63.3% 2,750,000 $24.6M
Gotham Asset Management 0.14% Add +232.7% 2,709,609 $24.2M
Alps Advisors Inc. 0.14% Reduce -0.8% 2,634,280 $23.5M
First Trust Advisors LP 0.02% Reduce -2.0% 2,527,245 $22.6M
Man Group plc 0.05% Add +4062.7% 2,291,741 $20.5M
Swiss National Bank 0.01% Reduce -32.4% 2,276,902 $20.3M
Monaco Asset Management SAM 7.41% Add +19.0% 2,190,000 $19.6M
Rhumbline Advisers 0.02% Reduce -34.6% 2,119,119 $18.9M
California Public Employees Retirement System 0.01% Add +4.4% 2,102,774 $18.8M
National Pension Service 0.01% No change 1,932,749 $17.3M
Wells Fargo & Company 0.00% Reduce -5.8% 1,873,883 $16.7M
Squarepoint Ops LLC 0.04% Add +321.4% 1,871,241 $16.7M
Envestnet Asset Management Inc. 0.00% Reduce -2.9% 1,870,513 $16.7M
Sei Investments Co. 0.02% Add +42.1% 1,848,585 $16.5M
Manufacturers Life Insurance Company, The 0.01% Add +6.8% 1,736,322 $15.5M
Worldquant Millennium Advisors LLC 0.08% Add +4955.9% 1,718,337 $15.3M
State of Wisconsin Investment Board 0.04% Add +3.2% 1,624,088 $14.5M
Arnhold LLC 1.30% Reduce -0.6% 1,592,744 $14.2M
Raymond James Financial Inc. 0.00% Reduce -6.5% 1,588,369 $14.2M
Robeco Institutional Asset Management B.V. 0.02% Reduce -30.1% 1,525,898 $13.6M
ExodusPoint Capital Management, LP 0.16% Add +92.0% 1,468,571 $13.1M
Alliancebernstein L.P. 0.00% Add +4.3% 1,425,938 $12.7M
Susquehanna International Group, LLP 0.02% Reduce -33.0% 1,397,472 $12.5M
Mackenzie Financial Corp. 0.02% Add +309.3% 1,383,559 $12.4M
Engineers Gate Manager LP 0.15% Add +3603.6% 1,376,770 $12.3M
KBC Group NV 0.03% Reduce -25.5% 1,365,854 $12.2M
Voya Investment Management LLC 0.01% Reduce -0.3% 1,298,093 $11.6M
Principal Financial Group Inc. 0.01% Reduce -4.7% 1,280,365 $11.4M
Cubist Systematic Strategies, LLC 0.12% Add +184.4% 1,265,857 $11.3M
Macquarie Group Ltd. 0.01% Reduce -16.9% 1,257,075 $11.2M
BNP Paribas Financial Markets 0.01% Reduce -48.6% 1,241,902 $11.1M
Stifel Financial Corp. 0.01% Add +12.8% 1,239,794 $11.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -44.3% 1,215,005 $10.8M
QSM Asset Management Ltd 9.71% Add +51.2% 1,177,250 $10.5M
Freestone Grove Partners LP 0.08% New 1,171,866 $10.5M
Woodline Partners LP 0.05% Add +0.6% 1,151,423 $10.3M
State Board of Administration of Florida Retirement System 0.02% Reduce -4.3% 1,143,939 $10.2M
Edmond DE Rothschild Holding S.A. 0.16% Add +2.7% 1,130,267 $10.1M
California State Teachers Retirement System 0.01% Reduce -38.5% 1,128,436 $10.1M
Thompson Investment Management, Inc. 1.41% Add +4.3% 1,111,218 $9.9M
Easterly Investment Partners LLC 0.71% Reduce -19.5% 1,103,045 $9.9M
Victory Capital Management Inc. 0.01% Reduce -7.5% 1,074,184 $9.6M
Aberdeen Group plc 0.02% Add +14.3% 1,046,757 $9.4M
Storebrand Asset Management As 0.03% Reduce -35.8% 1,039,928 $9.3M
HRT Financial LP 0.04% Reduce -10.7% 1,018,702 $9.1M
Continental Advisors LLC 6.29% Add +4.2% 984,430 $8.8M
New York State Teachers Retirement System 0.02% Reduce -0.7% 976,862 $8.7M
Manning & Napier Advisors LLC 0.10% Add +12.2% 960,037 $8.6M
Point72 Asset Management 0.02% New 948,060 $8.5M
Illinois Municipal Retirement Fund 0.11% Reduce -8.8% 901,081 $8.0M
Cambria Investment Management, L.P. 0.52% Reduce -11.3% 858,975 $7.7M
Bank of Montreal 0.00% Reduce -9.7% 855,791 $7.6M
Franklin Resources Inc. 0.00% Reduce -27.3% 825,917 $7.4M
National Bank of Canada 0.01% Reduce -10.5% 812,439 $7.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -54.4% 809,601 $7.2M
Guggenheim Capital LLC 0.06% Reduce -10.7% 776,992 $6.9M
Advisors Asset Management, Inc. 0.12% Add +7.2% 728,905 $6.5M
Thrivent Financial for Lutherans 0.01% Add +95.2% 701,849 $6.3M
Prudential Financial Inc. 0.01% Add +8.0% 699,811 $6.2M
Bokf, NA 0.10% Add +65.2% 696,613 $6.2M
DekaBank Deutsche Girozentrale 0.01% Add +2.2% 666,503 $6.2M
Poehling Capital Management, INC. 1.42% Add +0.7% 682,528 $6.1M
Lorne Steinberg Wealth Management Inc. 1.47% Reduce -2.3% 629,686 $5.6M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.0% 620,144 $5.5M
Miller Value Partners 2.35% No change 619,000 $5.5M
New York State Common Retirement Fund 0.01% No change 608,999 $5.4M
Acadian Asset Management LLC 0.01% Reduce -39.8% 596,527 $5.3M
Capital Fund Management S.A. 0.06% New 594,870 $5.3M
Bell Bank 0.25% Add +12.0% 590,228 $5.3M
Tudor Investment Corporation 0.04% New 589,031 $5.3M
Marshall Wace, LLP 0.01% Add +123.7% 580,457 $5.2M
Janus Henderson Group PLC 0.00% Add +307.6% 569,242 $5.1M
Cerity Partners LLC 0.01% Add +21.6% 566,053 $5.1M
Bastion Asset Management Inc. 2.32% Add +19.2% 552,576 $4.9M
Treasurer of the State of North Carolina 0.02% Add +2.0% 554,005 $4.9M
PNC Financial Services Group, Inc. 0.00% Add +11.3% 546,107 $4.9M
Van Eck Associates Corp. 0.01% Reduce -73.1% 504,426 $4.5M
Lifeworks Advisors, LLC 0.66% Add +39.2% 495,267 $4.4M
CastleKnight Management LP 0.30% No change 494,800 $4.4M
Yelin Lapidot Holdings Management Ltd. 0.79% No change 487,397 $4.4M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -46.3% 480,736 $4.3M
Royal London Asset Management Ltd. 0.01% Reduce -19.2% 465,122 $4.2M
Cutler Capital Management, LLC 1.77% Reduce -0.2% 463,910 $4.1M
Moore Capital Management, LP 0.09% Reduce -62.9% 463,222 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +35.8% 456,828 $4.1M
Tocqueville Asset Management L.P. 0.06% Add +2.5% 455,376 $4.1M
Tejara Capital Ltd 1.88% Reduce -19.3% 453,493 $4.0M
Police & Firemen's Retirement System of New Jersey 0.04% Add +160.9% 450,475 $4.0M
GMO 0.01% Reduce -84.5% 445,161 $4.0M
LPL Financial LLC 0.00% Reduce -1.8% 444,691 $4.0M
Quantinno Capital Management LP 0.02% Add +252.0% 434,661 $3.9M
Comerica Bank 0.01% Add +124.1% 425,835 $3.8M
Corient Private Wealth LP 0.01% Reduce -9.1% 425,787 $3.8M
Sound Income Strategies, LLC 0.21% Add +5.9% 411,588 $3.7M
State of New Jersey Common Pension Fund D 0.01% No change 402,626 $3.6M
Public Employees Retirement System of Ohio 0.01% Reduce -5.7% 395,851 $3.5M
Philip James Wealth Mangement, LLC 0.46% Reduce -37.7% 387,735 $3.5M
Wealthfront Advisers LLC 0.01% Reduce -2.5% 381,247 $3.4M
Group One Trading LLC 0.11% Add +304.3% 377,678 $3.4M
Tredje AP-fonden 0.03% Add +19.5% 376,549 $3.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -86.1% 370,940 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -59.3% 362,859 $3.2M
Point72 (DIFC) Ltd 0.26% New 362,819 $3.2M
Vident Advisory, LLC 0.04% Reduce -4.7% 361,286 $3.2M
South Dakota Investment Council 0.06% No change 358,649 $3.2M
Arizona State Retirement System 0.02% Add +0.9% 347,993 $3.1M
Howard Capital Management, LLC 0.05% Add +2.3% 346,351 $3.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.5% 342,773 $3.1M
Ensign Peak Advisors, Inc 0.01% Reduce -6.4% 341,736 $3.1M
Quantbot Technologies LP 0.08% New 341,451 $3.0M
Bridgewater Associates 0.01% Reduce -44.1% 341,421 $3.0M
Point72 Asia (Singapore) Pte. Ltd. 0.54% Add +6026.6% 340,703 $3.0M
Cardinal Point Capital Management ULC 0.24% Add +3.3% 340,250 $3.0M
First Citizens Bank & Trust Co. 0.05% New 339,554 $3.0M
Alexander Randolph Advisory, Inc. 2.65% Reduce -0.6% 331,030 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Add +397.8% 330,509 $3.0M
Focus Partners Wealth 0.01% Add +2.9% 324,090 $2.9M
Teacher Retirement System of Texas 0.01% Reduce -1.5% 321,793 $2.9M
State of Michigan Retirement System 0.01% Reduce -21.3% 319,099 $2.8M
Cetera Investment Advisers 0.00% Add +8.5% 318,278 $2.8M
WS Management LLLP 0.49% No change 316,222 $2.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.8% 300,400 $2.8M
Handelsbanken Fonder AB 0.01% No change 309,800 $2.8M
Canada Pension Plan Investment Board 0.00% Reduce -12.2% 306,487 $2.7M
Verition Fund Management LLC 0.02% Add +54.8% 302,659 $2.7M
Moody Aldrich Partners LLC 0.52% Add +91.0% 300,408 $2.7M
MetLife Investment Management, LLC 0.02% Reduce -3.4% 299,262 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% New 297,204 $2.7M
GAMCO Investors 0.03% Reduce -6.4% 294,085 $2.6M
ProShare Advisors LLC 0.01% Reduce -6.4% 293,964 $2.6M
Creative Planning 0.00% Add +75.8% 288,425 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +5.5% 287,852 $2.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +3.5% 287,425 $2.6M
Czech National Bank 0.02% Add +4.7% 286,889 $2.6M
New York Life Investment Management LLC 0.02% Add +76.9% 282,321 $2.5M
Ingalls & Snyder LLC 0.09% Add +28.9% 281,437 $2.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.21% No change 279,743 $2.5M
Sanctuary Advisors, LLC 0.02% Add +13.2% 279,232 $2.5M
Cinctive Capital Management LP 0.13% New 269,897 $2.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +58.1% 266,708 $2.4M
Caxton Associates LLP 0.06% Add +1835.7% 265,157 $2.4M
Asset Management One Co., Ltd. 0.01% Reduce -45.1% 265,017 $2.4M
Toronto Dominion Bank 0.01% Reduce -38.3% 259,048 $2.3M
Waterfront Wealth Inc. 0.51% Reduce -1.7% 256,515 $2.3M
Retirement Systems of Alabama 0.01% Reduce -1.8% 251,848 $2.2M
CM Management, LLC 2.03% Add +11.1% 250,000 $2.2M
KLP Kapitalforvaltning As 0.01% Reduce -65.2% 246,800 $2.2M
Public Sector Pension Investment Board 0.01% Add +48.1% 241,509 $2.2M
Factorial Partners, LLC 1.55% Reduce -18.1% 239,000 $2.1M
China Universal Asset Management Co., Ltd. 0.20% Reduce -1.6% 235,729 $2.1M
Stance Capital LLC 0.77% Reduce -25.7% 227,939 $2.0M
Amalgamated Bank 0.02% Reduce -2.7% 227,640 $2.0M
TD Asset Management Inc 0.00% Reduce -68.3% 217,120 $1.9M
Gabelli Funds LLC 0.01% Reduce -0.2% 211,500 $1.9M
AIA Group Ltd 0.04% Reduce -12.1% 211,455 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +7.0% 210,749 $1.9M
Steel Grove Capital Advisors, LLC 0.22% New 208,321 $1.9M
Captrust Financial Advisors 0.00% Add +23.2% 207,900 $1.9M
Headlands Technologies LLC 0.22% Reduce -27.9% 207,150 $1.8M
Hancock Whitney Corp. 0.03% Reduce -20.3% 201,649 $1.8M
Redwood Investment Management, LLC 0.19% Add +12.3% 201,175 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -8.2% 199,073 $1.8M
Utah Retirement Systems 0.02% Reduce -0.6% 195,237 $1.7M
Nisa Investment Advisors, LLC 0.01% Add +28.3% 194,946 $1.7M
US Bancorp \de 0.00% Reduce -20.0% 193,161 $1.7M
UniSuper Management Pty Ltd 0.01% Reduce -5.3% 192,745 $1.7M
Quantessence Capital LLC 0.49% New 187,869 $1.7M
Mountain Hill Investment Partners Corp. 1.36% Reduce -0.5% 181,117 $1.6M
Kendall Capital Management 0.43% Reduce -16.0% 180,950 $1.6M
Tidal Investments LLC 0.01% Reduce -33.7% 175,881 $1.6M
Clark Estates Inc. 0.34% No change 171,566 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -70.7% 166,543 $1.5M
Mariner, LLC 0.00% Add +39.9% 166,447 $1.5M
Two Sigma Advisers, LP 0.00% Reduce -47.5% 163,300 $1.5M
Simplex Trading, LLC 0.04% Add +120.2% 162,226 $1.4M
&partners 0.01% Add +91.1% 160,610 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +275.2% 158,216 $1.4M
Ally Financial Inc. 0.15% No change 152,991 $1.4M
Keybank National Association 0.01% Add +19.5% 150,955 $1.3M
CIBC Asset Management Inc 0.00% Reduce -16.1% 150,789 $1.3M
Estabrook Capital Management 0.21% Reduce -2.4% 150,611 $1.3M
Rafferty Asset Management, LLC 0.00% Add +3.2% 150,522 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.0% 150,237 $1.3M
Natixis Advisors, LLC 0.00% Reduce -53.5% 148,546 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -6.2% 148,412 $1.3M
Banque Cantonale Vaudoise 0.05% Reduce -4.4% 146,382 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 146,100 $1.3M
Commerce Bank 0.01% Reduce -6.8% 146,044 $1.3M
Disciplined Equity Management, Inc. 0.76% Add +22.3% 144,140 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -80.6% 134,687 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -3.0% 134,400 $1.2M
Neuberger Berman Group LLC 0.00% Add +54.4% 133,686 $1.2M
Atria Investments, Inc 0.01% Add +14.6% 133,008 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -5.3% 132,240 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -2.4% 131,412 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -2.1% 129,435 $1.2M
Xponance LLC 0.01% Reduce -31.4% 128,994 $1.2M
Tang Capital Management LLC 0.06% Reduce -24.0% 128,359 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +3.1% 128,282 $1.1M
Sig Brokerage, LP 0.30% New 124,392 $1.1M
Osaic Holdings, Inc. 0.00% Add +7.9% 124,311 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -1.0% 119,818 $1.1M
LMR Partners LLP 0.02% New 119,453 $1.1M
Power Wealth Management LLC 0.40% Reduce -23.9% 116,751 $1.0M
Investment Management Corp of Ontario 0.02% Reduce -34.8% 116,429 $1.0M
Kornitzer Capital Management Inc. 0.02% Add +9.5% 116,368 $1.0M
Cwm, LLC 0.00% Add +225.4% 115,716 $1.0M
SG Americas Securities, LLC 0.00% Reduce -38.7% 113,066 $1.0M
NEOS Investment Management LLC 0.01% Add +26.0% 112,429 $1.0M
Centiva Capital, LP 0.07% Add +73.1% 111,654 $997K
Capital World Investors 0.00% No change 110,678 $988K
Alpha Omega Wealth Management LLC 0.18% Add +48.8% 110,168 $984K
Truist Financial Corp. 0.00% Reduce -0.5% 108,668 $970K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -42.6% 106,945 $955K
Sterling Capital Management LLC 0.01% Add +13.9% 106,025 $947K
Mfa Wealth Advisors, LLC 0.22% No change 104,801 $936K
Diversified Trust Co. 0.02% Reduce -18.0% 103,847 $927K
Live Oak Private Wealth LLC 0.14% Reduce -1.2% 102,836 $918K
Oregon Public Employees Retirement Fund 0.02% Reduce -1.1% 101,398 $905K
M&T Bank Corp 0.00% Add +29.3% 101,279 $904K
Mork Capital Management, LLC 0.65% No change 100,000 $893K
American Financial Group Inc. 0.34% No change 100,000 $893K
Cibc World Markets Corp. 0.01% Reduce -31.4% 98,820 $882K
Eagle Harbor Asset Management Inc. 0.82% Add +1.0% 95,201 $850K
HighTower Advisors, LLC 0.00% Reduce -58.2% 94,999 $848K
Maryland State Retirement & Pension System 0.02% No change 55,472 $839K
Teachers Retirement System of the State of Kentucky 0.01% Add +1.5% 93,538 $835K
ASR Vermogensbeheer N.V. 0.01% Reduce -24.5% 92,942 $830K
Swiss Life Asset Management Ltd 0.01% Reduce -20.3% 91,701 $819K
MIdWestOne Financial Group, Inc. 0.11% Add +292.3% 91,534 $817K
Fifth Third Bancorp 0.00% Add +69.3% 90,838 $811K
Hedges Asset Management LLC 0.65% Reduce -23.7% 90,000 $804K
Oppenheimer Asset Management Inc. 0.01% Reduce -68.7% 84,817 $757K
Daiwa Securities Group Inc. 0.00% Reduce -51.2% 84,558 $755K
Mizuho Securities USA LLC 0.02% — 81,113 $724K
Campbell & CO Investment Adviser LLC 0.05% Add +7.1% 80,716 $721K
Exchange Traded Concepts, LLC 0.01% Reduce -48.7% 79,754 $712K
Pathstone Holdings, LLC 0.00% Reduce -4.0% 79,466 $710K
Bank of Nova Scotia 0.00% Reduce -28.3% 79,312 $708K
Old North State Wealth Management, LLC 0.37% Reduce -4.1% 78,843 $704K
NewEdge Advisors, LLC 0.00% Add +201.3% 78,512 $701K
Moody National Bank Trust Division 0.06% Reduce -1.6% 77,993 $696K
Ethic Inc. 0.01% Add +101.2% 76,589 $690K
Mercer Global Advisors Inc. 0.00% Add +15.4% 76,993 $688K
Kentucky Retirement Systems 0.02% Reduce -6.2% 76,036 $679K
Advisory Services Network, LLC 0.01% New 75,767 $662K
XTX Topco Ltd 0.03% New 72,007 $643K
Bessemer Group Inc. 0.00% Reduce -28.3% 71,290 $638K
Americana Partners, LLC 0.02% Reduce -6.0% 70,971 $634K
Hartford Investment Management Co. 0.02% Reduce -2.9% 70,493 $630K
Brevan Howard Capital Management LP 0.01% New 70,477 $629K
Quadrant Capital Group LLC 0.02% Add +5215.5% 70,324 $628K
Integrated Wealth Concepts LLC 0.01% Add +29.8% 69,042 $617K
Fox Run Management, L.L.C. 0.10% Add +184.7% 68,129 $608K
Wolverine Trading, LLC 0.02% Add +159.9% 67,457 $608K
Hillsdale Investment Management Inc. 0.02% Reduce -3.2% 66,700 $596K
Magnetar Financial LLC 0.00% Reduce -60.4% 66,206 $591K
Norinchukin Bank, The 0.01% Add +5.1% 64,142 $573K
Louisiana State Employees Retirement System 0.01% Reduce -3.6% 61,900 $553K
HighPoint Advisor Group LLC 0.03% Add +6.1% 61,872 $553K
Securian Asset Management, Inc. 0.02% Reduce -2.8% 61,363 $548K
Federation des caisses Desjardins du Quebec 0.00% Reduce -83.8% 60,994 $545K
Athena Investment Management 0.30% Add +2.8% 60,848 $543K
Voleon Capital Management LP 0.03% New 60,807 $543K
SS&H Financial Advisors, Inc. 0.18% Reduce -0.5% 60,393 $539K
GF Fund Management Co. LTD. 0.01% Reduce -0.4% 60,270 $538K
Canal Insurance CO 0.12% No change 60,000 $536K
Arcadia Investment Management Corp. 0.09% New 60,000 $536K
Nomura Asset Management Co. Ltd. 0.00% Reduce -84.7% 59,727 $533K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.8% 57,118 $524K
Catalyst Funds Management Pty Ltd 0.14% New 58,400 $522K
CSM Advisors, LLC 0.02% New 58,244 $521K
Bruce & Co., Inc. 0.17% No change 58,279 $520K
Sequoia Financial Advisors, LLC 0.00% Add +109.1% 58,258 $520K
Atom Investors LP 0.05% Add +25.0% 57,726 $515K
Avantax Advisory Services, Inc. 0.00% Add +20.4% 57,483 $513K
Empowered Funds, LLC 0.01% Add +71.5% 56,948 $509K
Perkins Capital Management Inc. 0.51% Reduce -5.0% 56,878 $508K
Mma Asset Management LLC 0.19% Add +29.3% 56,281 $503K
IMC-Chicago, LLC 0.01% Add +110.7% 56,274 $503K
New Mexico Educational Retirement Board 0.02% No change 55,745 $498K
Ieq Capital, LLC 0.00% Add +410.6% 55,542 $496K
State of Wyoming 0.06% Add +16.6% 55,434 $495K
Profund Advisors LLC 0.02% Reduce -4.2% 55,259 $493K
Quinn Opportunity Partners LLC 0.04% No change 54,220 $484K
Gator Capital Management, LLC 0.15% Reduce -3.6% 54,072 $483K
Scotia Capital Inc. 0.00% Add +6.8% 53,918 $481K
NorthCoast Asset Management LLC 0.00% Add +12.7% 53,599 $479K
Systematic Alpha Investments, LLC 0.02% Add +0.0% 52,731 $471K
Pekin Hardy Strauss, Inc. 0.05% Reduce -2.4% 52,354 $468K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -29.0% 52,009 $464K
Meitav Investment House Ltd. 0.01% No change 51,615 $461K
Kingsview Wealth Management, LLC 0.01% New 51,568 $460K
Edgestream Partners, L.P. 0.01% New 50,548 $451K
Caption Management, LLC 0.04% New 50,500 $451K
OMERS ADMINISTRATION Corp 0.00% No change 50,088 $447K
Northeast Financial Consultants Inc 0.02% Reduce -13.5% 49,943 $446K
Abacus Planning Group, Inc. 0.06% New 47,394 $423K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +229.0% 46,820 $418K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -6.8% 46,775 $418K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -71.5% 46,403 $414K
Vestcor Inc 0.01% Add +136.8% 46,265 $413K
Aviva PLC 0.00% No change 44,496 $397K
Benjamin Edwards Inc. 0.01% Reduce -23.9% 44,253 $395K
Foster & Motley Inc. 0.02% Reduce -6.3% 43,359 $387K
Carson Advisory Inc. 0.24% Reduce -18.2% 43,050 $384K
HB Wealth Management, LLC 0.00% Add +15.7% 42,591 $380K
Beam Wealth Advisors, Inc. 0.11% Reduce -1.5% 42,505 $380K
Allianz Asset Management GmbH 0.00% Reduce -68.9% 42,196 $377K
Rockefeller Capital Management L.P. 0.00% Add +50.9% 42,026 $375K
AlphaQuest LLC 0.04% Add +535.5% 41,543 $371K
Gsa Capital Partners LLP 0.03% Reduce -16.9% 41,320 $369K
Merit Financial Group, LLC 0.00% Add +120.9% 41,243 $368K
Empirical Finance, LLC 0.02% Add +0.7% 40,857 $365K
Fruth Investment Management 0.10% No change 40,530 $361K
Coldstream Capital Management Inc. 0.01% Add +126.3% 40,359 $360K
PKO Investment Management Joint-Stock Co 0.04% No change 40,000 $357K
Equitable Holdings, Inc. 0.00% Add +4.9% 39,814 $356K
Crossmark Global Holdings, Inc. 0.01% Add +3.5% 38,486 $344K
Humankind Investments LLC 0.08% Add +13.4% 38,319 $342K
Vontobel Holding Ltd. 0.00% Reduce -54.2% 37,935 $339K
Meeder Advisory Services, Inc. 0.02% Add +106.3% 37,568 $335K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.4% 37,442 $334K
CI Investments Inc. 0.00% Reduce -16.3% 36,681 $328K
Salem Investment Counselors Inc. 0.01% Reduce -9.7% 36,411 $325K
Kestra Advisory Services, LLC 0.00% Add +10.8% 36,191 $323K
Tyler-Stone Wealth Management 0.05% Reduce -10.2% 36,111 $322K
Greenleaf Trust 0.00% Reduce -2.2% 35,873 $320K
Uncommon Cents Investing LLC 0.09% Reduce -2.3% 35,705 $319K
CSS LLC 0.06% Reduce -57.9% 35,185 $314K
Mengis Capital Management, Inc. 0.07% Reduce -1.2% 34,204 $305K
Berkshire Asset Management LLC 0.01% Reduce -25.4% 34,180 $305K
Capstone Investment Advisors, LLC 0.00% Add +57.7% 33,971 $303K
Summit Trail Advisors, LLC 0.01% Add +77.3% 33,350 $298K
SummitTX Capital, L.P. 0.01% Add +200.7% 33,118 $296K
Forum Financial Management, LP 0.00% Reduce -10.9% 32,358 $289K
Cibc World Market Inc. 0.00% Reduce -1.8% 32,330 $289K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -6.5% 32,271 $288K
Wahed Invest LLC 0.04% Add +2.6% 32,240 $288K
E Fund Management Co., Ltd. 0.01% Reduce -7.1% 32,239 $288K
Choreo, LLC 0.00% Add +59.5% 32,154 $287K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -75.2% 31,939 $285K
Independent Advisor Alliance 0.01% Reduce -44.7% 31,793 $284K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -2.8% 30,600 $273K
Midwest Trust Co 0.00% — 29,936 $267K
Applied Finance Capital Management, LLC 0.02% No change 29,873 $267K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -97.8% 29,736 $266K
Glenmede Investment Management, LP 0.00% — 29,586 $264K
Essex Financial Services, Inc. 0.02% Add +3.6% 28,921 $258K
Covestor Ltd 0.15% Add +34.4% 28,906 $258K
Concurrent Investment Advisors, LLC 0.01% Add +12.9% 28,671 $256K
MAI Capital Management 0.00% Add +2.5% 28,507 $255K
Aster Capital Management (DIFC) Ltd 0.06% New 28,480 $254K
Metis Global Partners, LLC 0.01% Reduce -40.6% 28,376 $253K
STRS Ohio 0.00% Reduce -83.8% 28,347 $253K
Beddow Capital Management Inc. 0.10% Add +12.7% 28,320 $253K
Stephens Inc. 0.00% Add +10.9% 28,168 $252K
Capula Management Ltd 0.00% New 28,010 $250K
Dakota Wealth Management 0.01% Reduce -25.9% 27,495 $246K
Sebold Capital Management, Inc. 0.15% Reduce -23.2% 27,297 $244K
MBB Public Markets I LLC 0.03% Reduce -19.2% 27,154 $242K
Claret Asset Management Corp 0.03% Add +33.2% 27,129 $242K
Patton Fund Management, Inc. 0.05% New 27,095 $242K
United Capital Financial Advisors, LLC 0.00% Add +9.3% 26,740 $239K
Rwa Wealth Partners, LLC 0.00% New 26,699 $238K
Carnegie Lake Advisors LLC 0.09% Reduce -10.1% 26,596 $238K
Oppenheimer & Co. Inc. 0.00% Reduce -22.8% 26,551 $237K
Synovus Financial Corp. 0.00% Reduce -1.7% 26,424 $236K
Supplemental Annuity Collective Trust of NJ 0.07% No change 26,363 $235K
Compound Planning, Inc. 0.01% New 26,153 $234K
Mufg Securities Americas Inc. 0.02% Add +23.1% 26,012 $232K
Keystone Financial Planning, Inc. 0.07% Reduce -0.7% 25,949 $232K
Two Sigma Investments, LP 0.00% Reduce -98.3% 25,784 $230K
V-Square Quantitative Management LLC 0.03% Add +17.3% 25,618 $229K
Brighton Jones LLC 0.01% New 25,512 $228K
Ossiam 0.00% Add +315.6% 24,913 $222K
SBI Securities Co., Ltd. 0.01% Reduce -0.9% 24,860 $222K
Stratos Wealth Partners, LTD. 0.00% Add +7.5% 24,836 $222K
Lido Advisors, LLC 0.00% Reduce -2.9% 24,577 $219K
Venture Visionary Partners LLC 0.01% Reduce -9.4% 24,369 $218K
Sage Mountain Advisors LLC 0.01% New 24,061 $215K
Rathbones Group PLC 0.00% Add +2.9% 23,890 $213K
Te Ahumairangi Investment Management Ltd 0.04% Add +247.7% 23,864 $213K
Cidel Asset Management Inc. 0.01% Add +14.9% 23,725 $212K
Zhang Financial LLC 0.01% Reduce -0.7% 23,700 $212K
Paragon Capital Management Ltd 0.04% Add +1.9% 23,605 $211K
Bayesian Capital Management, LP 0.03% New 23,600 $211K
Oak Associates Ltd. 0.01% Reduce -17.5% 23,547 $210K
MSH Capital Advisors LLC 0.06% Reduce -0.1% 23,474 $210K
Vise Technologies, Inc. 0.01% — 22,867 $204K
Private Advisor Group, LLC 0.00% Reduce -1.7% 22,625 $202K
Ritholtz Wealth Management 0.00% Reduce -73.0% 22,593 $202K
CW Advisors, LLC 0.00% Add +8.4% 22,299 $199K
Greenwich Wealth Management LLC 0.01% Add +5.6% 22,332 $199K
CIBC Private Wealth Group LLC 0.00% Reduce -1.4% 22,246 $199K
Apollon Wealth Management, LLC 0.00% Add +1.9% 21,832 $195K
Sender Co & Partners, Inc. 0.05% New 21,657 $193K
WealthTrust Axiom LLC 0.06% Reduce -45.3% 21,606 $193K
Parallel Advisors, LLC 0.00% Reduce -1.0% 21,604 $193K
Forza Wealth Management, LLC 0.08% No change 21,577 $193K
Strategic Family Wealth Counselors, L.L.C. 0.05% Reduce -0.5% 21,394 $191K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.7% 21,220 $189K
NJ State Employees Deferred Compensation Plan 0.02% No change 21,196 $189K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 21,096 $188K
Johnson Investment Counsel Inc. 0.00% Reduce -5.5% 20,830 $186K
Kestra Private Wealth Services, LLC 0.00% Add +18.3% 20,827 $186K
Essex LLC 0.04% No change 20,811 $186K
Axiom Financial Strategies, LLC 0.10% Add +27.9% 20,791 $186K
D.A. Davidson & Co. 0.00% Reduce -11.5% 20,463 $183K
Tower Research Capital LLC (TRC) 0.00% Reduce -35.9% 20,188 $180K
Moneta Group Investment Advisors LLC 0.00% Reduce -10.8% 19,987 $178K
Sectoral Asset Management Inc. 0.12% No change 19,800 $177K
Horizon Investments, LLC 0.00% Add +8.9% 18,659 $167K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +145.7% 18,604 $166K
Brown Advisory Inc. 0.00% Reduce -6.8% 18,508 $165K
Williams Jones Wealth Management, LLC. 0.00% Reduce -12.7% 18,429 $165K
Cohen Klingenstein LLC 0.01% No change 18,354 $164K
Williams & Novak, LLC 0.14% Add +36.7% 18,265 $163K
Huntington National Bank 0.00% Add +51.8% 18,203 $163K
Jones Financial Companies LLLP 0.00% Reduce -5.1% 17,935 $162K
Valeo Financial Advisors, LLC 0.00% New 17,944 $160K
Citizens Financial Group Inc. 0.00% Add +30.9% 17,795 $159K
TT Capital Management LLC 0.13% Reduce -2.7% 17,662 $158K
Rothschild Investment LLC 0.01% Add +0.9% 17,505 $156K
Keynote Financial Services LLC 0.11% No change 17,496 $156K
R.m.sincerbeaux Capital Management LLC 0.09% Reduce -82.6% 17,423 $156K
Albert D Mason Inc. 0.11% No change 17,408 $155K
Ballentine Partners, LLC 0.00% Add +4.1% 17,388 $155K
Commerzbank Aktiengesellschaft 0.00% No change 17,276 $154K
Wesbanco Bank Inc. 0.00% Reduce -4.6% 17,062 $152K
Round Hill Asset Management 0.10% Reduce -0.7% 16,540 $148K
PFG Investments, LLC 0.01% Add +0.9% 16,522 $148K
Savant Capital, LLC 0.00% Reduce -45.1% 16,432 $147K
Blair William & Co. 0.00% Add +24.6% 16,162 $144K
Searle & Co. 0.04% No change 16,017 $143K
Brooklyn Investment Group 0.02% Reduce -2.6% 15,964 $143K
Canada Post Corp Registered Pension Plan 0.01% New 15,897 $142K
TCTC Holdings, LLC 0.00% No change 15,748 $141K
J.W. Cole Advisors, Inc. 0.00% Add +15.5% 15,569 $139K
Gifford Fong Associates 0.03% No change 15,476 $138K
Crestwood Advisors Group, LLC 0.00% Add +44.2% 15,387 $137K
Focus Partners Advisor Solutions, LLC 0.00% New 15,303 $137K
Procyon Advisors, LLC 0.01% Reduce -10.1% 15,268 $136K
Wedbush Securities Inc. 0.00% Reduce -6.1% 15,284 $136K
Verdence Capital Advisors LLC 0.01% Add +6.2% 15,051 $134K
Sunbelt Securities, Inc. 0.01% Add +277.0% 10,774 $134K
Moors & Cabot, Inc. 0.01% Reduce -6.2% 15,020 $134K
Cherokee Insurance Co 0.06% No change 15,006 $134K
GAMMA Investing LLC 0.01% Add +9.1% 14,508 $130K
Huntleigh Advisors, Inc. 0.03% Add +4.7% 14,494 $129K
Allworth Financial LP 0.00% Add +44.2% 14,493 $129K
Corton Capital Inc. 0.15% New 14,446 $129K
Axxcess Wealth Management, LLC 0.00% Reduce -0.8% 14,370 $128K
Mesirow Financial Investment Management, Inc. 0.00% Add +0.8% 14,328 $128K
CENTRAL TRUST Co 0.00% Add +48.1% 14,212 $127K
Farther Finance Advisors, LLC 0.00% Add +28.0% 14,148 $126K
Chicago Partners Investment Group LLC 0.00% Add +24.2% 13,479 $126K
Aspen Grove Capital, LLC 0.02% Add +2.2% 14,050 $125K
Joel Isaacson & Co., LLC 0.01% Add +1.4% 13,961 $125K
Arkadios Wealth Advisors 0.00% Reduce -13.0% 13,960 $125K
Deseret Mutual Benefit Administrators 0.06% No change 13,924 $124K
Trust Asset Management LLC 0.01% No change 13,826 $123K
QTR Family Wealth, LLC 0.08% Add +11.8% 13,774 $123K
Regions Financial Corp. 0.00% Reduce -13.4% 13,516 $121K
Marex Group Ltd 0.00% Reduce -63.4% 13,449 $120K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.8% 13,445 $120K
Tiaa Trust, National Association 0.00% Reduce -10.1% 13,391 $120K
Leonteq Securities AG 0.01% Reduce -29.8% 13,344 $119K
Choate Investment Advisors 0.00% Reduce -5.7% 13,318 $119K
Orion Porfolio Solutions, LLC 0.00% New 13,261 $118K
Francis Financial, Inc. 0.03% Reduce -51.4% 13,209 $118K
DNB Asset Management AS 0.00% Reduce -93.6% 13,154 $117K
Busey Bank 0.00% Reduce -2.5% 13,118 $117K
Resona Asset Management Co.,Ltd. 0.00% Reduce -96.5% 12,941 $117K
Personal Cfo Solutions, LLC 0.02% Add +9.9% 13,007 $116K
King Wealth Management Group 0.02% No change 12,946 $116K
Prime Capital Investment Advisors, LLC 0.00% Add +17.4% 12,793 $114K
Philadelphia Trust Co. 0.01% Reduce -91.6% 12,734 $114K
AGH Wealth Advisors, LLC 0.09% Add +16.1% 12,620 $113K
QRG Capital Management, Inc. 0.00% Reduce -56.1% 12,545 $112K
CHICAGO TRUST Co NA 0.02% Reduce -0.4% 12,527 $112K
Pinnacle Associates Ltd. 0.00% New 12,383 $111K
Signaturefd, LLC 0.00% Reduce -52.7% 12,320 $110K
Perigon Wealth Management, LLC 0.00% Reduce -33.3% 12,306 $110K
Soros Fund Management 0.00% New 12,303 $110K
Chiron Capital Management, LLC 0.10% Reduce -1.6% 12,300 $110K
Principle Wealth Partners LLC 0.01% Add +0.1% 12,254 $109K
Cigna Investments Inc. 0.02% Reduce -4.3% 11,980 $107K
Panagora Asset Management Inc. 0.00% Reduce -15.5% 11,949 $107K
Graypoint LLC 0.01% New 11,741 $105K
Dynamic Technology Lab Private Ltd 0.01% Reduce -89.6% 11,530 $103K
IMA Advisory Services, Inc. 0.01% Add +17.3% 11,449 $102K
Hilltop Holdings Inc. 0.01% New 11,345 $101K
Quadrature Capital Ltd 0.00% New 11,208 $100K
CX Institutional 0.00% Add +54.0% 11,193 $100K
Avestar Capital, LLC 0.01% New 11,173 $100K
Heritage Wealth Management, Inc. 0.03% Reduce -83.4% 11,170 $100K
Ameritas Investment Partners, Inc. 0.00% Reduce -8.4% 11,078 $99K
Mraz, Amerine & Associates, Inc. 0.02% Reduce -8.3% 11,000 $98K
Parkside Financial Bank & Trust 0.01% Add +32.6% 10,900 $97K
Baird Financial Group, Inc. 0.00% Reduce -26.3% 10,819 $97K
UMB Bank, n.a. 0.00% Add +99.9% 10,792 $96K
HUB Investment Partners, LLC 0.00% New 10,768 $96K
SVB Wealth LLC 0.01% Reduce -18.4% 10,748 $96K
Measured Wealth Private Client Group, LLC 0.03% Reduce -70.4% 10,723 $96K
Evergreen Capital Management LLC 0.00% Reduce -39.5% 10,696 $96K
Beck Mack & Oliver LLC 0.00% No change 10,667 $95K
Brendel Financial Advisors LLC 0.05% Reduce -5.5% 10,592 $95K
Dorsey & Whitney Trust CO LLC 0.01% New 10,494 $94K
Fisher Asset Management 0.00% Reduce -24.5% 10,435 $93K
Excalibur Management Corp. 0.03% Reduce -3.8% 10,408 $93K
Marino, Stram & Associates LLC 0.02% Reduce -0.2% 10,317 $92K
Heritage Investors Management Corp. 0.00% Reduce -1.6% 10,263 $92K
Savvy Advisors, Inc. 0.01% New 10,236 $91K
Inscription Capital, LLC 0.01% New 10,221 $91K
Asset Planning,Inc 0.07% No change 10,150 $91K
Conning Inc. 0.00% Reduce -0.8% 10,143 $91K
Checchi Capital Advisers, LLC 0.01% New 10,100 $90K
Summit Wealth Group LLC / Co. 0.02% — 10,078 $90K
First Horizon Advisors, Inc. 0.00% Add +4.9% 10,049 $90K
BTG Pactual Asset Management US LLC 0.01% Reduce -33.9% 10,029 $90K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 10,000 $89K
Private Trust Co. NA 0.01% Reduce -3.9% 9,952 $89K
Assetmark, Inc. 0.00% Add +588.9% 9,769 $87K
Wilmington Savings Fund Society, FSB 0.00% Reduce -25.9% 9,657 $86K
Employees Retirement System of Texas 0.00% New 9,604 $86K
Hollencrest Capital Management 0.00% Add +0.1% 9,577 $86K
Global Retirement Partners, LLC 0.00% — 9,528 $85K
Harbour Investments, Inc. 0.00% Add +16.5% 9,185 $82K
MassMutual Private Wealth & Trust, FSB 0.00% Add +73.2% 8,710 $78K
Intact Investment Management Inc. 0.00% Add +2.4% 8,400 $75K
City State Bank 0.02% No change 8,295 $74K
TD Waterhouse Canada Inc. 0.00% Reduce -33.4% 8,039 $74K
Johnson Financial Group, Inc. 0.00% Add +2.0% 7,306 $65K
JFS Wealth Advisors, LLC 0.00% Reduce -0.1% 7,150 $64K
Versant Capital Management, Inc 0.01% Add +355.6% 6,821 $61K
Danske Bank A/S 0.00% Reduce -98.9% 6,800 $61K
Investors Research Corp 0.01% No change 6,629 $59K
Geneos Wealth Management Inc. 0.00% Reduce -0.0% 6,610 $59K
Future Financial Wealth Managment LLC 0.04% No change 6,525 $58K
Hantz Financial Services, Inc. 0.00% Add +100.0% 6,522 $58K
North Star Investment Management Corp. 0.00% Reduce -5.1% 6,434 $57K
ESL Trust Services, LLC 0.01% No change 6,370 $57K
Cary Street Partners Financial LLC 0.00% Add +9.2% 6,264 $56K
IFP Advisors, Inc 0.00% Reduce -72.8% 2,815 $54K
Whittier Trust Co. 0.00% Reduce -0.5% 6,092 $54K
HM Payson & Co. 0.00% Reduce -7.4% 6,035 $54K
Brown Brothers Harriman & Co. 0.00% Add +1644.5% 6,001 $54K
Hazlett, Burt & Watson, Inc. 0.02% No change 5,949 $53K
Key Financial Inc 0.01% Reduce -14.9% 5,704 $51K
Federated Hermes, Inc. 0.00% Reduce -43.1% 5,566 $50K
Spire Wealth Management 0.00% Reduce -2.0% 5,455 $49K
Manchester Capital Management LLC 0.01% Add +5.2% 5,034 $45K
Eastern Bank 0.00% No change 4,958 $44K
Arax Advisory Partners 0.00% Add +88.5% 4,866 $43K
Addison Advisors LLC 0.01% Add +11.5% 4,565 $41K
AdvisorNet Financial, Inc 0.00% Add +2.9% 4,555 $41K
Compagnie Lombard Odier SCmA 0.00% Add +0.0% 4,403 $39K
Gables Capital Management Inc. 0.02% Reduce -8.7% 4,390 $39K
DKRT Investments Corp. 0.01% — 4,341 $39K
Ameritas Advisory Services, LLC 0.00% New 4,246 $38K
Principal Securities, Inc. 0.00% Add +76.9% 4,124 $37K
Sentry Investment Management LLC 0.02% New 3,844 $36K
Clearstead Advisors, LLC 0.00% Reduce -2.1% 3,942 $35K
Trust Co. of Vermont 0.00% Reduce -13.8% 3,889 $35K
Smithfield Trust Co 0.00% Reduce -15.3% 3,752 $32K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,549 $32K
Larson Financial Group LLC 0.00% Add +182.9% 3,539 $32K
MUFG Securities EMEA plc 0.00% New 3,516 $31K
Citizens National Bank Trust Department 0.01% Reduce -8.2% 3,463 $31K
EverSource Wealth Advisors, LLC 0.00% Reduce -14.4% 3,364 $30K
CoreCap Advisors, LLC 0.00% Reduce -28.3% 3,282 $29K
FNY Investment Advisers, LLC 0.01% New 3,343 $29K
CYBER HORNET ETFs LLC 0.02% New 3,186 $28K
Trust Co. of Toledo NA 0.00% New 3,063 $27K
GW&K Investment Management, LLC 0.00% Add +317.5% 3,031 $27K
Blue Trust, Inc. 0.00% Reduce -21.0% 2,994 $27K
Caldwell Sutter Capital, Inc. 0.01% Add +26.6% 2,963 $26K
Cheviot Value Management, LLC 0.00% No change 2,634 $26K
S.A. Mason LLC 0.01% Add +0.1% 2,855 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 2,842 $25K
CVA Family Office, LLC 0.00% Add +199.8% 2,737 $24K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -61.1% 2,697 $24K
Alerus Financial NA 0.00% New 2,645 $24K
Hara Capital LLC 0.01% No change 2,581 $23K
Essential Partners LLC 0.01% — 2,492 $22K
TD Private Client Wealth LLC 0.00% Add +1108.7% 2,490 $22K
Twin Lakes Capital Management, LLC 0.01% Add +0.7% 2,484 $22K
Cedar Mountain Advisors, LLC 0.00% No change 2,456 $22K
PEAK6 LLC 0.00% New 2,434 $22K
Tanglewood Legacy Advisors, LLC 0.01% No change 2,358 $21K
Kelly Lawrence W & Associates Inc. 0.01% No change 2,244 $20K
Cary Street Partners Investment Advisory LLC 0.01% Add +81.1% 2,197 $20K
True Wealth Design, LLC 0.01% Add +208.4% 2,193 $20K
Concord Wealth Partners 0.00% Add +0.1% 2,191 $20K
AlphaCore Capital LLC 0.00% New 2,171 $19K
Truvestments Capital LLC 0.00% Reduce -3.7% 2,164 $19K
William B. Walkup & Associates, Inc. 0.01% No change 2,159 $19K
Traub Capital Management LLC 0.02% — 2,116 $19K
GeoWealth Management, LLC 0.00% New 1,871 $17K
Harbor Investment Advisory, LLC 0.00% Add +44.5% 1,870 $17K
United Community Bank 0.01% Reduce -3.2% 1,854 $17K
Cherry Tree Wealth Management, LLC 0.00% Add +1.3% 1,846 $16K
Financial Freedom, LLC 0.01% Reduce -15.6% 1,730 $15K
Clark Wealth Partners 0.01% Add +10.7% 1,718 $15K
Ogorek Anthony Joseph /NY/ 0.00% Add +74.3% 1,778 $15K
Capital Advisors, Ltd. LLC 0.00% Add +164.4% 1,647 $15K
Evelyn Partners Investment Management LLP 0.00% No change 1,674 $15K
Curat Global, LLC 0.01% Add +0.4% 1,619 $14K
WealthCollab, LLC 0.01% Add +127.3% 1,614 $14K
Allianz SE 0.00% Reduce -95.7% 1,613 $14K
Financial Perspectives, Inc 0.00% Add +0.2% 1,554 $14K
Duncker Streett & Co. Inc. 0.00% No change 1,460 $13K
Silicon Valley Capital Partners 0.00% Add +1.4% 1,411 $13K
SWAN Capital LLC 0.01% No change 1,394 $12K
Anchor Investment Management, LLC 0.00% Reduce -1.4% 1,378 $12K
Westside Investment Management, Inc. 0.00% Add +177.7% 1,347 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +5.0% 1,366 $12K
DT Investment Partners, LLC 0.00% No change 1,363 $12K
NewSquare Capital LLC 0.00% New 1,329 $12K
Kimelman & Baird, LLC 0.00% Reduce -3.1% 1,261 $11K
Boyd Watterson Asset Management LLC 0.00% Reduce -83.2% 1,252 $11K
Harvest Fund Management Co., Ltd 0.00% No change 861 $11K
Bank & Trust Co 0.01% Reduce -9.9% 1,220 $11K
Bayforest Capital Ltd 0.00% New 1,206 $11K
Independence Bank of Kentucky 0.00% No change 1,188 $11K
Asset Dedication, LLC 0.00% Reduce -2.6% 1,181 $11K
Barrett & Company, Inc. 0.00% Reduce -0.4% 1,178 $11K
Strategic Investment Solutions, Inc. 0.00% Add +3.2% 1,168 $10K
GHP Investment Advisors, Inc. 0.00% Add +1.4% 1,163 $10K
Strategic Wealth Partners, Ltd. 0.00% — 1,127 $10K
Flagship Wealth Advisors, LLC 0.00% No change 1,119 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 986 $10K
Meeder Asset Management Inc. 0.00% Add +16.3% 1,114 $10K
Private Wealth Asset Management, LLC 0.00% Reduce -6.0% 1,102 $10K
Grove Bank & Trust 0.00% Add +11.9% 1,085 $10K
MV Capital Management, Inc. 0.00% Add +22.4% 1,066 $10K
Atlantic Union Bankshares Corp 0.00% New 1,063 $9K
Cullen/Frost Bankers, Inc. 0.00% Reduce -67.4% 1,053 $9K
Clearstead Trust, LLC 0.00% Add +32.2% 1,031 $9K
NBT Bank, N.A. 0.00% Reduce -11.5% 1,019 $9K
Bell Investment Advisors, Inc 0.00% Reduce -10.1% 1,014 $9K
Hemington Wealth Management 0.00% Add +79.3% 1,092 $9K
Founders Capital Management 0.01% No change 1,000 $9K
Private Wealth Management Group, LLC 0.00% Add +357.1% 969 $9K
MTM Investment Management, LLC 0.00% New 951 $8K
Core Alternative Capital 0.00% No change 922 $8K
Spurstone Advisory Services, LLC 0.12% No change 911 $8K
Financial Management Professionals, Inc. 0.00% Add +15.2% 900 $8K
Horizon Bancorp Inc. 0.00% Reduce -28.7% 864 $8K
Coston, McIsaac & Partners 0.00% Reduce -18.7% 952 $8K
Sierra Ocean, LLC 0.01% Add +45.0% 893 $8K
St Germain D J Co. Inc. 0.00% Add +133.3% 891 $8K
McIlrath & Eck, LLC 0.00% Reduce -2.4% 891 $8K
Broadwater Capital Management LLC 0.01% Add +793.0% 7,635 $8K
SouthState Bank Corp 0.00% Add +77.9% 854 $8K
Beacon Capital Management, LLC 0.00% Add +0.5% 844 $8K
New England Capital Financial Advisors LLC 0.00% Add +3.9% 826 $7K
Hilltop National Bank 0.00% — 826 $7K
Brown, Lisle/Cummings, Inc. 0.00% Add +3.0% 824 $7K
Washington Trust Advisors, Inc. 0.00% Reduce -4.4% 818 $7K
Prestige Wealth Management Group LLC 0.00% Reduce -6.1% 814 $7K
Glen Eagle Advisors, LLC 0.00% Add +31.8% 808 $7K
Crewe Advisors LLC 0.00% No change 791 $7K
Summit Securities Group LLC 0.00% Reduce -66.8% 790 $7K
Total Investment Management Inc. 0.00% New 784 $7K
CKW Financial Group 0.00% Reduce -39.0% 716 $7K
Pingora Partners LLC 0.01% No change 781 $7K
Archer Investment Corp 0.00% Add +0.1% 774 $7K
Cromwell Holdings LLC 0.00% Reduce -75.0% 760 $7K
American National Bank & Trust 0.00% Add +0.4% 748 $7K
Plante Moran Financial Advisors, LLC 0.00% Add +32.7% 738 $7K
Tompkins Financial Corp. 0.00% Reduce -3.3% 707 $6K
Optimum Investment Advisors 0.00% No change 706 $6K
Financial Network Wealth Advisors LLC 0.01% No change 701 $6K
MCF Advisors LLC 0.00% Add +0.4% 697 $6K
WPG Advisers, LLC 0.01% Add +86.2% 687 $6K
Logan Capital Management Inc. 0.00% Reduce -57.3% 682 $6K
SOA Wealth Advisors, LLC. 0.00% Reduce -9.2% 680 $6K
Valley National Advisers Inc. 0.00% Reduce -22.4% 718 $6K
Vermillion & White Wealth Management Group, LLC 0.00% Add +0.1% 664 $6K
Sachetta, LLC 0.00% Add +159.0% 650 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +42.4% 641 $6K
Smartleaf Asset Management LLC 0.00% Reduce -80.9% 633 $6K
Colonial Trust Co / SC 0.00% Reduce -13.5% 636 $6K
Motco 0.00% Reduce -31.4% 649 $6K
Peoples Financial Services Corp. 0.00% No change 618 $6K
High Note Wealth, LLC 0.00% Reduce -40.7% 613 $5K
Birchbrook, Inc. 0.00% New 600 $5K
Hoey Investments, Inc. 0.00% Reduce -4.9% 599 $5K
Oakworth Capital, Inc. 0.00% Reduce -85.2% 599 $5K
Eq Wealth Advisors, LLC 0.00% No change 597 $5K
AllSquare Wealth Management LLC 0.00% No change 596 $5K
Center for Financial Planning, Inc. 0.00% Reduce -19.7% 586 $5K
First Pacific Financial 0.00% Add +3.7% 583 $5K
Country Trust Bank 0.00% Add +13.6% 568 $5K
Medallion Wealth Advisors, LLC 0.00% No change 561 $5K
Tsfg, LLC 0.00% Reduce -11.1% 609 $5K
Lanark Financial, Inc. 0.00% Reduce -40.3% 624 $5K
Bangor Savings Bank 0.00% No change 542 $5K
AEGON ASSET MANAGEMENT UK Plc 0.00% No change 531 $5K
Livelsberger Financial Advisory 0.09% New 531 $5K
1620 Investment Advisors, Inc. 0.00% Reduce -10.6% 530 $5K
Iron Horse Wealth Management, LLC 0.00% Add +6.2% 517 $5K
ORG Partners LLC 0.00% Add +203.0% 500 $5K
Elevation Point Wealth Partners, LLC 0.00% New 513 $5K
Cranbrook Wealth Management, LLC 0.00% Reduce -6.3% 508 $5K
Anfield Capital Management, LLC 0.00% No change 507 $5K
Pandora Wealth, Inc. 0.00% No change 505 $5K
HighMark Wealth Management LLC 0.00% Add +137.0% 500 $4K
Bfsg, LLC 0.00% No change 500 $4K
Crews Bank & Trust 0.00% No change 466 $4K
Accent Capital Management, LLC 0.00% No change 465 $4K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 463 $4K
CBIZ Investment Advisory Services, LLC 0.00% Add +54.1% 453 $4K
JTC Employer Solutions Trustee Ltd 0.00% No change 372 $4K
Shell Asset Management Co. 0.00% No change 432 $4K
Capital Analysts, LLC 0.00% Add +3.5% 468 $4K
TFC Financial Management, Inc. 0.00% Add +0.5% 436 $4K
Pinnacle Bancorp, Inc. 0.00% No change 421 $4K
Fourth Dimension Wealth, LLC 0.00% Add +7.4% 420 $4K
LRI Investments, LLC 0.00% No change 419 $4K
Vision Financial Markets LLC 0.00% Add +1.5% 413 $4K
Nexus Investment Management ULC 0.00% No change 409 $4K
Smallwood Wealth Investment Management, LLC 0.00% No change 396 $4K
Battery Global Advisors, LLC 0.00% No change 386 $3K
Fortitude Family Office, LLC 0.00% Reduce -56.3% 383 $3K
Fortis Group Advisors, LLC 0.00% No change 380 $3K
NFSG Corp 0.00% Add +257.6% 379 $3K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 376 $3K
Cornerstone Planning Group LLC 0.00% Add +5.7% 372 $3K
Zions Bancorporation, National Association 0.00% Reduce -85.2% 371 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 369 $3K
Webster Bank, N. A. 0.00% No change 359 $3K
Aventura Private Wealth, LLC 0.00% Reduce -74.1% 351 $3K
Beaird Harris Wealth Management, LLC 0.00% Add +0.6% 351 $3K
Walleye Capital LLC 0.00% Reduce -96.0% 349 $3K
Evermay Wealth Management LLC 0.00% Reduce -14.5% 347 $3K
Golden State Wealth Management, LLC 0.00% Reduce -2.0% 346 $3K
Scarborough Advisors, LLC 0.00% New 337 $3K
Avion Wealth 0.00% Add +100.0% 438 $3K
Roble, Belko & Company, Inc 0.00% No change 327 $3K
Farmers & Merchants Investments Inc. 0.00% No change 334 $3K
FSA Wealth Management LLC 0.00% No change 333 $3K
BNP Paribas 0.00% Reduce -91.1% 333 $3K
Atlas Capital Advisors Inc. 0.00% No change 323 $3K
Piscataqua Savings Bank 0.00% No change 322 $3K
Costello Asset Management, INC 0.00% Reduce -7.1% 312 $3K
Promus Capital, LLC 0.00% No change 310 $3K
North Capital, Inc. 0.00% Add +0.3% 310 $3K
Fairman Group, LLC 0.00% No change 304 $3K
Caldwell Trust Co 0.00% No change 304 $3K
Heritage Wealth Advisors 0.00% No change 301 $3K
Hartford Financial Management Inc. 0.00% No change 297 $3K
West Branch Capital LLC 0.00% No change 293 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -64.6% 291 $3K
Howard Hughes Medical Institute 0.00% New 289 $3K
Physician Wealth Advisors, Inc. 0.00% Reduce -26.3% 275 $2K
Rogco, LP 0.00% No change 269 $2K
CGC Financial Services, LLC 0.00% Reduce -3.6% 268 $2K
Nemes Rush Group LLC 0.00% Reduce -16.7% 264 $2K
Stephens Consulting, LLC 0.00% Add +2.0% 258 $2K
Creative Financial Designs Inc. 0.00% Add +6.2% 256 $2K
Clear Investment Research, LLC 0.00% No change 248 $2K
Curio Wealth, LLC 0.00% Add +12300.0% 248 $2K
Dunhill Financial, LLC 0.00% Reduce -53.1% 241 $2K
Ramirez Asset Management, Inc. 0.00% Reduce -45.4% 241 $2K
Rialto Wealth Management, LLC 0.00% Add +91.8% 234 $2K
Godsey & Gibb, Inc. 0.00% No change 232 $2K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -98.3% 230 $2K
Central Pacific Bank - Trust Division 0.00% No change 226 $2K
Pin Oak Investment Advisors Inc. 0.00% Add +7866.7% 239 $2K
PrairieView Partners, LLC 0.00% Reduce -23.7% 299 $2K
IMG Wealth Management, Inc. 0.00% New 223 $2K
PFS Partners, LLC 0.00% Add +1.0% 208 $2K
Transce3nd, LLC 0.00% Add +56.9% 204 $2K
Atwood & Palmer Inc. 0.00% No change 204 $2K
Riverview Trust Co 0.00% Reduce -83.6% 195 $2K
Semmax Financial Advisors Inc. 0.00% No change 175 $2K
Gitterman Wealth Management, LLC 0.00% Reduce -99.3% 190 $2K
Tidemark, LLC 0.00% Add +0.5% 187 $2K
Mascoma Wealth Management LLC 0.00% No change 186 $2K
Cornerstone National Bank & Trust Co 0.00% No change 186 $2K
Strengthening Families & Communities, LLC 0.00% Add +244.4% 186 $2K
First Financial Corp. 0.00% No change 182 $2K
Vermillion Wealth Management, Inc. 0.00% Add +0.6% 181 $2K
Cape Investment Advisory, Inc. 0.00% Add +1.1% 180 $2K
Colonial Trust Advisors 0.00% No change 179 $2K
Millstone Evans Group, LLC 0.00% No change 176 $2K
Graney & King, LLC 0.00% Reduce -21.3% 174 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +1.2% 172 $2K
First Community Trust NA 0.00% No change 170 $2K
Blume Capital Management, Inc. 0.00% Add +789.5% 169 $2K
Rise Advisors, LLC 0.00% Add +54.2% 165 $1K
Montag A & Associates Inc. 0.00% Reduce -50.8% 163 $1K
Old Second National Bank of Aurora 0.00% No change 162 $1K
Investment Research & Advisory Group, Inc. 0.00% Add +147.6% 156 $1K
Teachers Insurance & Annuity Association of America 0.00% No change 152 $1K
Turim 21 Investimentos Ltda. 0.00% No change 152 $1K
Sagard Holdings Management Inc. 0.00% — 148 $1K
Field & Main Bank 0.00% No change 141 $1K
Tortoise Investment Management, LLC 0.00% Add +642.1% 141 $1K
WealthTrak Capital Management LLC 0.00% New 140 $1K
Kentucky Trust Co 0.00% No change 140 $1K
Principia Wealth Advisory, LLC 0.00% Add +146.4% 138 $1K
Clean Yield Group 0.00% No change 138 $1K
Lavaca Capital LLC 0.00% No change 137 $1K
Burkett Financial Services, LLC 0.00% Add +1.5% 135 $1K
Nvwm, LLC 0.00% New 134 $1K
Ancora Advisors LLC 0.00% Reduce -19.8% 134 $1K
Delta Asset Management LLC 0.00% No change 134 $1K
American Capital Advisory, LLC 0.00% Add +60.2% 133 $1K
CNB Bank 0.00% Reduce -80.3% 131 $1K
Nalls Sherbakoff Group, LLC 0.00% No change 130 $1K
Quaker Wealth Management, LLC 0.00% — 123 $1K
Raffa Wealth Management, LLC 0.00% No change 121 $1K
Whipplewood Advisors, LLC 0.00% Reduce -61.6% 119 $1K
Tradewinds Capital Management, LLC 0.00% No change 118 $1K
N.E.W. Advisory Services LLC 0.00% Reduce -10.8% 115 $1K
Wood Tarver Financial Group, LLC 0.00% Add +1.2% 170 $1K
First PREMIER Bank 0.00% No change 78 $1K
Resources Management Corp. /CT/ 0.00% No change 141 $1K
Hanson & Doremus Investment Management 0.00% New 100 $1K
Picton Mahoney Asset Management 0.00% No change 96 $1K
Murphy & Mullick Capital Management Corp 0.00% Add +30.6% 111 $970
Abound Wealth Management 0.00% Add +91.1% 107 $956
Redwood Park Advisors LLC 0.00% Reduce -64.2% 103 $923
SJS Investment Consulting Inc. 0.00% Reduce -35.4% 102 $911
BOK Financial Private Wealth, Inc. 0.00% Reduce -86.2% 101 $902
Kiker Wealth Management, LLC 0.00% Reduce -9.9% 100 $893
Hughes Financial Services, LLC 0.00% Add +287.5% 93 $814
Kilter Group LLC 0.00% New 90 $804
TruNorth Capital Management, LLC 0.00% Reduce -52.6% 90 $804
Darwin Wealth Management, LLC 0.00% Reduce -38.3% 87 $782
Princeton Global Asset Management LLC 0.00% Reduce -42.2% 85 $759
Moser Wealth Advisors, LLC 0.00% New 83 $742
Pineridge Advisors LLC 0.00% Add +41.4% 82 $732
Bartlett & Co. Wealth Management LLC 0.00% Reduce -90.3% 81 $725
Holos Integrated Wealth LLC 0.00% No change 72 $698
Valued Wealth Advisors LLC 0.00% Reduce -62.9% 76 $675
Pinney & Scofield, Inc. 0.00% No change 74 $661
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 71 $634
Atlantic Edge Private Wealth Management, LLC 0.00% No change 69 $617
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 68 $608
Indiana Trust & Investment Management Co 0.00% No change 68 $607
GPS Wealth Strategies Group, LLC 0.00% Add +6.3% 68 $607
HFM Investment Advisors, LLC 0.00% Add +371.4% 66 $589
Evolution Wealth Management Inc. 0.00% — 63 $566
WFA Asset Management Corp 0.00% Reduce -42.5% 50 $532
Bogart Wealth, LLC 0.00% Reduce -22.4% 59 $527
Wealth Preservation Advisors, LLC 0.00% No change 57 $509
TD Capital Management LLC 0.00% Add +338.5% 57 $507
S&T Bank 0.00% No change 56 $500
IFS Advisors, LLC 0.00% No change 51 $455
Parkworth Wealth Management, Inc. 0.00% Add +75.9% 51 $455
WestEnd Advisors, LLC 0.00% Add +10.9% 51 $455
JNBA Financial Advisors 0.00% Reduce -95.3% 49 $438
Putney Financial Group LLC 0.00% Add +128.6% 48 $429
DHJJ Financial Advisors, Ltd. 0.00% No change 48 $429
Activest Wealth Management 0.00% Reduce -81.8% 48 $429
Signature Resources Capital Management, LLC 0.00% Add +571.4% 47 $420
Ameriflex Group, Inc. 0.00% No change 46 $420
Harbor Asset Planning, Inc. 0.00% — 47 $419
Mb, Levis & Associates, LLC 0.00% Reduce -85.5% 47 $419
Armstrong Advisory Group, Inc. 0.00% Reduce -95.5% 47 $417
Christopher J. Hasenberg, Inc 0.00% No change 46 $411
Pinnacle Financial Partners Inc 0.00% No change 46 $411
Sittner & Nelson, LLC 0.00% No change 43 $384
Main Street Group, LTD 0.00% Reduce -35.8% 43 $384
Wolff Wiese Magana LLC 0.00% Add +66.7% 40 $357
Fairway Wealth LLC 0.00% No change 39 $348
Bay Harbor Wealth Management, LLC 0.00% Add +111.1% 38 $339
Quest 10 Wealth Builders, Inc. 0.00% Reduce -2.6% 38 $336
Gleason Group, Inc. 0.00% Add +2.9% 35 $311
Olistico Wealth, LLC 0.00% Add +37.5% 33 $295
Garde Capital, Inc. 0.00% No change 31 $277
Keystone Financial Group, Inc. 0.00% No change 31 $273
Centricity Wealth Management, LLC 0.00% No change 30 $268
Frazier Financial Advisors, LLC 0.00% No change 29 $259
New Millennium Group LLC 0.00% Add +3.9% 27 $237
Pacifica Partners Inc. 0.00% No change 26 $234
Investment Counsel Co. of Nevada 0.00% No change 24 $216
Glass Jacobson Investment Advisors llc 0.00% Reduce -99.8% 24 $215
Consultiva Wealth Management, Corp. 0.00% No change 24 $214
Chesapeake Asset Management LLC 0.00% No change 24 $214
Rossby Financial, LCC 0.00% Add +200.0% 24 $214
Bear Mountain Capital, Inc. 0.00% No change 24 $213
MPWM Advisory Solutions, LLC 0.00% Reduce -77.2% 23 $205
Maseco LLP 0.00% — 20 $179
Financial Avengers, Inc. 0.00% No change 19 $172
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $170
Salomon & Ludwin, LLC 0.00% Reduce -83.2% 18 $168
Transamerica Financial Advisors, LLC 0.00% Reduce -99.3% 18 $154
HHM Wealth Advisors, LLC 0.00% No change 17 $152
Park Place Capital Corp 0.00% No change 16 $147
Lowe Wealth Advisors, LLC 0.00% No change 15 $134
Game Plan Financial Advisors, LLC 0.00% No change 15 $134
Bare Financial Services, Inc 0.00% Add +400.0% 15 $134
VSM Wealth Advisory, LLC 0.00% No change 15 $134
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 14 $126
SRH Advisors, LLC 0.00% No change 14 $125
Pacific Center for Financial Services 0.00% No change 12 $108
Miller Wealth Advisors, LLC 0.00% No change 12 $107
Steph & Co. 0.00% No change 12 $107
Morton Brown Family Wealth, LLC 0.00% No change 12 $107
Gen-Wealth Partners Inc 0.00% No change 12 $107
Louisbourg Investments Inc. 0.00% No change 12 $107
Riggs Asset Managment Co. Inc. 0.00% Reduce -71.0% 11 $99
Retirement Wealth Solutions LLC 0.00% Add +11.1% 10 $86
Luminist Capital LLC 0.00% New 9 $83
ROSS\JOHNSON & Associates LLC 0.00% No change 9 $80
Bellwether Advisors, LLC 0.00% Reduce -35.7% 9 $80
Pittenger & Anderson Inc. 0.00% No change 8 $75
Caitong International Asset Management Co., Ltd 0.00% Reduce -100.0% 8 $71
Front Row Advisors LLC 0.00% Reduce -45.5% 6 $58
Your Advocates Ltd., LLP 0.00% No change 6 $54
Evelyn Partners Investment Management Services Ltd 0.00% No change 5 $45
Copia Wealth Management 0.00% No change 3 $27
Global Trust Asset Management, LLC 0.00% No change 1 $13
Morse Asset Management, Inc 0.00% No change 1 $9
Atticus Wealth Management, LLC 0.00% No change 1 $9
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% Reduce -100.0% 43 $0
Bollard Group LLC 0.00% No change 29 $0
Centerpoint Advisors, LLC 0.00% No change 6 $0
Ball & Co Wealth Management Inc. 0.00% No change 21 $0

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