ViatrisVTRS

13F holders, Q4 2025 (December 31)
1,009holders +38
94new positions
90sold out
9famous investors
$12.45avg. 13F price*

At the end of Q4 2025, 1,009 institutions reported holding Viatris Inc. (VTRS) in their 13F filings, up 38 from Q3 2025. 94 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.1B) and T. Rowe Price Associates Inc. ($984.5M). 9 famous investors held it, including Bill Miller (2.7% of Miller Value Partners's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions94$135.1M
Exits90$177.3M

All 13F filers, Q3 2025 → Q4 2025: 76,041,132 shares bought and 63,928,330 shares sold, net +12,112,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,009 holders

Vanguard Group Inc. 0.02% Reduce -1.5% 138,179,864 $1.7B
BlackRock, Inc. 0.02% Add +5.9% 86,824,817 $1.1B
T. Rowe Price Associates Inc. 0.11% Reduce -5.9% 79,079,870 $984.5M
Davis Selected Advisers 4.37% Add +12.7% 78,177,984 $973.3M
State Street Corp. 0.02% Reduce -0.7% 55,310,153 $688.6M
Dimensional Fund Advisors LP 0.10% Add +7.1% 40,026,301 $498.3M
Geode Capital Management, LLC 0.02% Add +4.0% 31,106,924 $386.6M
Ameriprise Financial Inc. 0.08% Reduce -3.5% 26,845,389 $334.2M
Rubric Capital Management LP 3.80% Add +65.8% 25,500,000 $317.5M
Invesco Ltd. 0.03% Reduce -7.8% 23,326,114 $290.4M
Deerfield Management Company, L.P. 3.68% Reduce -16.1% 20,206,170 $251.6M
Morgan Stanley 0.01% Reduce -2.4% 16,179,967 $201.4M
FMR LLC 0.01% Add +36.8% 15,106,058 $188.1M
Bank of New York Mellon Corp 0.03% Add +10.3% 13,750,499 $171.2M
Charles Schwab Investment Management Inc. 0.03% Add +2.6% 13,496,292 $168.0M
Glenview Capital Management, LLC 2.94% Add +34.4% 11,087,244 $138.0M
Northern Trust Corp. 0.02% Reduce -4.6% 10,363,762 $129.0M
Callodine Capital Management, LP 9.68% Add +39.5% 9,680,736 $120.5M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -2.1% 8,661,730 $107.8M
Bank of America Corp. 0.01% Reduce -21.2% 8,489,212 $105.7M
Citadel Advisors 0.07% Reduce -21.3% 8,237,283 $102.6M
LSV Asset Management 0.21% Add +0.8% 7,568,559 $94.2M
Norges Bank 0.01% — 6,432,841 $80.1M
Goldman Sachs Group Inc. 0.01% Add +11.7% 6,120,093 $76.2M
Millennium Management 0.06% Reduce -11.3% 6,067,124 $75.5M
D. E. Shaw & Co. 0.06% Reduce -0.4% 6,042,859 $75.2M
Invenomic Capital Management LP 3.36% Add +3.3% 5,593,608 $69.6M
Thompson Siegel & Walmsley LLC 1.17% Reduce -27.3% 5,561,367 $69.2M
Barclays PLC 0.03% Add +1.0% 5,427,865 $67.6M
Brandywine Global Investment Management, LLC 0.46% Add +22.1% 5,423,976 $67.5M
Jane Street Group, LLC 0.08% Reduce -19.1% 5,058,143 $63.0M
AQR Capital Management 0.03% Add +27.5% 5,043,998 $62.8M
JPMorgan Chase & Co. 0.00% Reduce -25.9% 4,929,017 $61.4M
Nuveen, LLC 0.02% Add +0.5% 4,841,308 $60.3M
Deutsche Bank AG 0.02% Reduce -17.3% 4,262,885 $53.1M
American Century Companies Inc. 0.03% Add +22.3% 4,032,794 $50.2M
Jupiter Asset Management Ltd. 0.39% Add +24.1% 3,909,304 $48.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +22.9% 3,834,355 $47.7M
Legal & General Group Plc 0.01% Reduce -12.8% 3,585,648 $44.6M
Assenagon Asset Management S.A. 0.07% Add +306.4% 3,574,684 $44.5M
Gotham Asset Management 0.16% Add +5.8% 3,545,110 $44.1M
Victory Capital Management Inc. 0.02% Add +223.3% 3,399,177 $42.3M
Russell Investments Group, Ltd. 0.04% Add +4.1% 3,167,865 $39.4M
Toronto Dominion Bank 0.06% Add +1100.0% 2,824,051 $35.2M
Sei Investments Co. 0.03% Add +4.5% 2,788,733 $34.7M
FIL Ltd 0.03% Add +3.8% 2,696,322 $33.6M
Wedge Capital Management L L P 0.60% Add +12.0% 2,678,201 $33.3M
Royal Bank of Canada 0.01% Reduce -22.6% 2,430,110 $30.3M
Pictet Asset Management Holding SA 0.03% Add +1.7% 2,360,111 $29.2M
Monaco Asset Management SAM 8.85% Add +0.1% 2,330,295 $29.0M
Swiss National Bank 0.02% Add +1.0% 2,298,802 $28.6M
Envestnet Asset Management Inc. 0.01% Reduce -0.7% 2,208,486 $27.5M
BNP Paribas Financial Markets 0.02% Reduce -2.3% 2,190,404 $27.3M
California Public Employees Retirement System 0.02% Reduce -1.8% 2,153,800 $26.8M
Citigroup Inc. 0.02% Reduce -18.7% 2,022,535 $25.2M
Rhumbline Advisers 0.02% Reduce -5.4% 1,989,284 $24.8M
Squarepoint Ops LLC 0.05% Reduce -11.9% 1,979,371 $24.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.3% 1,828,767 $22.9M
Amundi 0.01% Reduce -51.3% 1,828,906 $22.8M
HSBC Holdings PLC 0.01% Reduce -4.8% 1,786,470 $22.3M
UBS Group AG 0.00% Reduce -62.3% 1,728,741 $21.5M
Lakewood Capital Management, LP 1.46% New 1,681,300 $20.9M
Robeco Institutional Asset Management B.V. 0.03% Add +20.8% 1,587,581 $19.8M
Arnhold LLC 1.47% Reduce -0.3% 1,561,611 $19.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% New 1,559,364 $19.4M
Raymond James Financial Inc. 0.01% Reduce -9.5% 1,499,090 $18.7M
State of Wisconsin Investment Board 0.04% Reduce -13.8% 1,438,812 $17.9M
Bridgewater Associates 0.06% Reduce -5.8% 1,424,817 $17.7M
Manning & Napier Advisors LLC 0.23% Add +45.8% 1,400,000 $17.4M
Alliancebernstein L.P. 0.01% Reduce -4.7% 1,334,789 $16.6M
QSM Asset Management Ltd 9.47% Add +10.0% 1,329,640 $16.6M
KBC Group NV 0.04% Reduce -1.3% 1,316,370 $16.4M
Man Group plc 0.03% Add +24.0% 1,300,841 $16.2M
Bank of Montreal 0.01% Add +36.2% 1,297,909 $16.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.0% 1,284,286 $16.0M
Principal Financial Group Inc. 0.01% Add +1.2% 1,271,340 $15.8M
State of Tennessee, Department of Treasury 0.05% Add +303.7% 1,164,528 $15.2M
Wells Fargo & Company 0.00% Reduce -25.1% 1,219,917 $15.2M
Nomura Asset Management International Inc. 0.02% — 1,217,906 $15.2M
Stifel Financial Corp. 0.01% Reduce -3.4% 1,190,600 $14.8M
Woodline Partners LP 0.06% Add +1.3% 1,160,724 $14.5M
Bastion Asset Management Inc. 7.92% Add +96.6% 1,239,892 $14.3M
Easterly Investment Partners LLC 0.87% Add +20.7% 1,139,755 $14.2M
Thompson Investment Management, Inc. 1.74% Reduce -0.1% 1,112,510 $13.9M
California State Teachers Retirement System 0.01% Reduce -2.0% 1,106,325 $13.8M
Freestone Grove Partners LP 0.10% New 1,088,056 $13.5M
Capitolis Liquid Global Markets LLC 0.08% New 1,018,000 $12.7M
State Board of Administration of Florida Retirement System 0.02% Reduce -8.4% 1,016,324 $12.7M
Edmond DE Rothschild Holding S.A. 0.18% Reduce -11.5% 1,000,267 $12.5M
Algert Global LLC 0.19% Add +55.6% 992,060 $12.4M
Quantinno Capital Management LP 0.02% Add +52.5% 991,729 $12.3M
New York State Teachers Retirement System 0.02% Reduce -1.3% 959,436 $11.9M
Franklin Resources Inc. 0.00% Add +10.6% 908,684 $11.3M
Continental Advisors LLC 7.33% Reduce -4.6% 907,588 $11.3M
Advisors Asset Management, Inc. 0.18% Add +20.1% 873,407 $10.9M
Jain Global LLC 0.11% Add +735.9% 854,751 $10.6M
Van Eck Associates Corp. 0.01% Add +112.1% 836,091 $10.4M
Storebrand Asset Management As 0.03% Reduce -19.0% 805,857 $10.0M
Highland Peak Capital, LLC 3.58% New 746,072 $9.3M
Cambria Investment Management, L.P. 0.53% Reduce -8.6% 733,216 $9.1M
Illinois Municipal Retirement Fund 0.11% Reduce -16.6% 694,413 $8.6M
Susquehanna International Group, LLP 0.01% Reduce -63.2% 692,895 $8.6M
DekaBank Deutsche Girozentrale 0.01% No change 666,503 $8.6M
Lifeworks Advisors, LLC 1.09% Add +14.1% 678,746 $8.5M
Poehling Capital Management, INC. 1.73% Reduce -0.0% 677,299 $8.4M
Mackenzie Financial Corp. 0.01% Reduce -25.3% 652,431 $8.2M
Sound Income Strategies, LLC 0.38% Add +47.4% 623,126 $8.0M
Steadfast Capital Management LP 0.14% New 639,175 $8.0M
Prudential Financial Inc. 0.01% Reduce -6.9% 632,138 $7.9M
Allianz Asset Management GmbH 0.01% Add +1191.8% 632,545 $7.9M
Exchange Traded Concepts, LLC 0.07% Add +837.0% 629,117 $7.8M
Cerity Partners LLC 0.01% Add +5.0% 628,703 $7.8M
Lorne Steinberg Wealth Management Inc. 1.78% Reduce -1.0% 623,116 $7.8M
Miller Value Partners 2.72% No change 619,000 $7.7M
New York State Common Retirement Fund 0.01% Add +1.8% 609,599 $7.6M
Los Angeles Capital Management LLC 0.03% Reduce -7.6% 716,394 $7.4M
Creative Planning 0.01% Add +68.5% 595,683 $7.4M
Tejara Capital Ltd 3.07% Add +40.4% 593,220 $7.4M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.9% 583,962 $7.3M
Moody Aldrich Partners LLC 1.34% No change 578,576 $7.2M
Group One Trading LLC 0.21% Add +14.4% 563,964 $7.0M
Guggenheim Capital LLC 0.05% Reduce -30.0% 562,591 $7.0M
LPL Financial LLC 0.00% Add +12.5% 553,847 $6.9M
Bell Bank 0.29% Reduce -6.0% 552,650 $6.9M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +21.4% 551,758 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -35.3% 522,163 $6.5M
Caxton Associates LLP 0.13% Add +1.4% 520,532 $6.5M
Qube Research & Technologies Ltd 0.01% New 517,684 $6.4M
Acadian Asset Management LLC 0.01% Reduce -3.1% 513,330 $6.4M
Canada Pension Plan Investment Board 0.00% Add +70.3% 512,970 $6.4M
Janus Henderson Group PLC 0.00% Reduce -6.3% 512,136 $6.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +39.6% 495,833 $6.2M
CastleKnight Management LP 0.35% No change 494,800 $6.2M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -6.0% 489,902 $6.1M
APG Asset Management N.V. 0.02% New 573,358 $6.1M
Weiss Asset Management LP 0.11% Add +1049.0% 485,308 $6.0M
Voloridge Investment Management, LLC 0.02% New 485,100 $6.0M
Treasurer of the State of North Carolina 0.02% Reduce -8.3% 483,765 $6.0M
National Bank of Canada 0.01% Add +24.5% 483,752 $6.0M
PNC Financial Services Group, Inc. 0.00% Reduce -5.7% 470,768 $5.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +2.7% 458,908 $5.7M
Cutler Capital Management, LLC 2.10% Reduce -1.4% 457,572 $5.7M
Corient Private Wealth LP 0.01% Reduce -2.1% 456,285 $5.7M
Voya Investment Management LLC 0.01% Add +20.1% 446,633 $5.6M
Yelin Lapidot Holdings Management Ltd. 1.10% Reduce -9.2% 442,462 $5.5M
Tocqueville Asset Management L.P. 0.08% Reduce -0.7% 441,597 $5.5M
State of New Jersey Common Pension Fund D 0.02% No change 406,250 $5.1M
Marshall Wace, LLP 0.00% Add +27.2% 402,859 $5.0M
Howard Capital Management, LLC 0.06% Add +12.8% 395,975 $4.9M
Handelsbanken Fonder AB 0.01% Add +17.0% 395,643 $4.9M
Comerica Bank 0.02% Add +10.9% 392,417 $4.9M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +94.2% 383,455 $4.8M
WINTON GROUP Ltd 0.16% New 378,777 $4.7M
Thrivent Financial for Lutherans 0.01% Add +6.7% 378,369 $4.7M
Cetera Investment Advisers 0.01% Reduce -3.2% 376,387 $4.7M
Public Employees Retirement System of Ohio 0.01% Reduce -4.9% 374,564 $4.7M
Bokf, NA 0.07% Reduce -46.1% 369,805 $4.6M
Bessemer Group Inc. 0.01% Add +343.6% 354,007 $4.4M
Credit Agricole S A 0.01% Add +16.6% 351,163 $4.4M
KLP Kapitalforvaltning As 0.02% Add +20.5% 345,700 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.8% 345,167 $4.3M
Engineers Gate Manager LP 0.05% Reduce -79.3% 337,847 $4.2M
South Dakota Investment Council 0.08% Reduce -1.2% 337,549 $4.2M
O'shaughnessy Asset Management, LLC 0.02% Add +95.1% 335,289 $4.2M
Alexander Randolph Advisory, Inc. 3.42% Reduce -0.1% 330,345 $4.1M
Cardinal Point Capital Management ULC 0.27% Add +0.2% 327,681 $4.1M
Arizona State Retirement System 0.02% Reduce -6.6% 324,336 $4.0M
WS Management LLLP 0.53% No change 316,222 $3.9M
First Citizens Bank & Trust Co. 0.08% Reduce -1.0% 306,016 $3.8M
Czech National Bank 0.02% Add +2.6% 303,705 $3.8M
State of Michigan Retirement System 0.02% Reduce -4.4% 301,499 $3.8M
Landscape Capital Management, L.L.C. 0.25% New 297,945 $3.7M
Empowered Funds, LLC 0.06% Add +361.5% 294,431 $3.7M
Public Sector Pension Investment Board 0.01% Add +16.7% 293,360 $3.7M
SG Americas Securities, LLC 0.00% Add +2123.6% 286,160 $3.6M
Ingalls & Snyder LLC 0.13% Add +2.7% 284,946 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -4.0% 284,546 $3.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +1.1% 280,977 $3.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.25% No change 279,743 $3.5M
Waterfront Wealth Inc. 0.66% Add +4.9% 263,541 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -4.6% 276,152 $3.4M
ProShare Advisors LLC 0.01% Add +9.0% 274,920 $3.4M
Philip James Wealth Mangement, LLC 0.40% Reduce -6.5% 269,659 $3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -4.3% 267,908 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.8% 265,406 $3.3M
Factorial Partners, LLC 2.18% No change 265,000 $3.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -11.7% 262,100 $3.3M
Verition Fund Management LLC 0.02% Add +72.8% 259,891 $3.2M
Sterling Capital Management LLC 0.05% Add +159.2% 258,300 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +16.4% 256,833 $3.2M
CIBC Asset Management Inc 0.01% Add +70.5% 256,751 $3.2M
Nisa Investment Advisors, LLC 0.01% Add +0.6% 246,963 $3.1M
Retirement Systems of Alabama 0.01% Reduce -1.5% 245,021 $3.1M
Sanctuary Advisors, LLC 0.02% Add +2.0% 241,121 $3.0M
Mariner, LLC 0.00% Add +26.4% 235,694 $2.9M
Wealthfront Advisers LLC 0.01% Reduce -0.5% 229,790 $2.9M
Counterpoint Mutual Funds LLC 0.21% New 228,996 $2.9M
Amalgamated Bank 0.02% Add +2.8% 227,726 $2.8M
Asset Management One Co., Ltd. 0.01% Add +0.1% 228,001 $2.8M
Trexquant Investment LP 0.02% Add +8.8% 218,605 $2.7M
Neuberger Berman Group LLC 0.00% Add +18.7% 212,839 $2.6M
New York Life Investment Management LLC 0.02% Reduce -23.7% 209,973 $2.6M
Kendall Capital Management 0.55% Add +14.5% 209,590 $2.6M
Captrust Financial Advisors 0.01% Reduce -0.1% 209,363 $2.6M
Gabelli Funds LLC 0.02% No change 208,000 $2.6M
Ieq Capital, LLC 0.01% Add +104.2% 207,617 $2.6M
TD Asset Management Inc 0.00% Reduce -3.2% 203,876 $2.5M
CM Management, LLC 2.10% Reduce -20.0% 200,000 $2.5M
NEOS Investment Management LLC 0.01% Add +19.6% 196,313 $2.4M
Burney Co./ 0.08% New 196,076 $2.4M
Hancock Whitney Corp. 0.04% Reduce -1.9% 195,638 $2.4M
Utah Retirement Systems 0.02% Reduce -0.7% 193,792 $2.4M
GAMCO Investors 0.02% Reduce -33.3% 192,063 $2.4M
Boothbay Fund Management, LLC 0.06% New 191,363 $2.4M
Aberdeen Group plc 0.00% Reduce -10.4% 189,098 $2.4M
China Universal Asset Management Co., Ltd. 0.18% Reduce -8.2% 187,680 $2.3M
Natixis Advisors, LLC 0.00% Add +31.1% 183,528 $2.3M
First Trust Advisors LP 0.00% Add +32.3% 182,889 $2.3M
Sig Brokerage, LP 0.76% Add +32.0% 181,682 $2.3M
Steel Grove Capital Advisors, LLC 0.23% Reduce -13.1% 181,031 $2.3M
Keybank National Association 0.01% Add +14.3% 180,432 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -3.1% 174,600 $2.2M
Cwm, LLC 0.01% Add +4.3% 174,040 $2.2M
Teacher Retirement System of Texas 0.01% Reduce -39.9% 173,345 $2.2M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -51.4% 172,272 $2.1M
Clark Estates Inc. 0.52% No change 171,566 $2.1M
Lighthouse Investment Partners, LLC 0.07% New 168,484 $2.1M
Jackson Creek Investment Advisors LLC 0.62% New 168,207 $2.1M
Royal Palms Capital LLC 2.48% — 168,029 $2.1M
Two Sigma Advisers, LP 0.00% Add +4.6% 168,000 $2.1M
&partners 0.01% Add +3.2% 167,204 $2.1M
UniSuper Management Pty Ltd 0.01% Reduce -18.6% 161,492 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +31.5% 161,419 $2.0M
Vident Advisory, LLC 0.02% Add +5.7% 160,846 $2.0M
AlphaQuest LLC 0.11% Add +287.8% 160,722 $2.0M
Great Lakes Advisors, LLC 0.02% Add +0.4% 158,523 $2.0M
Tudor Investment Corporation 0.01% Add +200.6% 158,463 $2.0M
HRT Financial LP 0.01% Reduce -90.3% 154,513 $1.9M
Ally Financial Inc. 0.23% No change 152,991 $1.9M
Commerce Bank 0.01% Add +5.8% 152,400 $1.9M
Atria Investments, Inc 0.02% Add +10.2% 149,948 $1.9M
AMG National Trust Bank 0.04% New 148,587 $1.8M
Mercer Global Advisors Inc. 0.00% Add +14.6% 145,990 $1.8M
US Bancorp \de 0.00% Reduce -10.2% 144,816 $1.8M
Vinva Investment Management Ltd 0.02% Add +278.6% 96,225 $1.8M
Rafferty Asset Management, LLC 0.01% Reduce -4.2% 144,160 $1.8M
Disciplined Equity Management, Inc. 0.89% No change 138,520 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.4% 136,796 $1.7M
Capstone Investment Advisors, LLC 0.02% Add +140.7% 136,661 $1.7M
Focus Partners Wealth 0.00% Add +124.7% 135,502 $1.7M
Janney Montgomery Scott LLC 0.00% Add +14.9% 133,808 $1.7M
EP Wealth Advisors, LLC 0.01% — 132,388 $1.6M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.0% 131,949 $1.6M
Banque Cantonale Vaudoise 0.06% Reduce -4.4% 130,962 $1.6M
Campbell & CO Investment Adviser LLC 0.08% Add +35.2% 126,094 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -2.1% 123,459 $1.5M
EFG International AG 0.03% — 122,155 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -5.4% 119,100 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -75.8% 120,653 $1.5M
Cibc World Markets Corp. 0.01% — 120,255 $1.5M
Caption Management, LLC 0.07% Add +424.0% 120,000 $1.5M
Daiwa Securities Group Inc. 0.00% Add +34.2% 118,059 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 117,521 $1.5M
Kornitzer Capital Management Inc. 0.03% Reduce -0.0% 117,177 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +10.9% 115,728 $1.4M
State of Alaska, Department of Revenue 0.02% Reduce -8.2% 114,678 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -14.9% 112,530 $1.4M
OneDigital Investment Advisors LLC 0.01% Reduce -14.5% 110,594 $1.4M
Live Oak Private Wealth LLC 0.19% Reduce -5.5% 110,302 $1.4M
Alpha Omega Wealth Management LLC 0.22% Reduce -17.2% 106,641 $1.3M
Mfa Wealth Advisors, LLC 0.28% No change 104,801 $1.3M
Brevan Howard Capital Management LP 0.03% Reduce -29.7% 104,237 $1.3M
Rakuten Investment Management, Inc. 0.00% Add +26932.6% 102,724 $1.3M
Mork Capital Management, LLC 0.76% No change 100,000 $1.2M
American Financial Group Inc. 0.46% No change 100,000 $1.2M
Fifth Third Bancorp 0.00% Add +0.1% 99,873 $1.2M
Xponance LLC 0.01% Add +9.3% 99,830 $1.2M
NewEdge Advisors, LLC 0.00% Add +26.2% 97,979 $1.2M
M&T Bank Corp 0.00% Add +13.4% 97,255 $1.2M
MIdWestOne Financial Group, Inc. 0.13% Reduce -1.7% 96,682 $1.2M
Estabrook Capital Management 0.18% Reduce -15.5% 95,946 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 93,538 $1.2M
XTX Topco Ltd 0.03% Reduce -3.5% 91,537 $1.1M
Polymer Capital Management (US) LLC 0.15% Add +110.9% 91,458 $1.1M
Pacer Advisors, Inc. 0.00% Reduce -12.2% 91,354 $1.1M
Jump Financial, LLC 0.02% Reduce -28.8% 90,053 $1.1M
Hillsdale Investment Management Inc. 0.03% New 89,900 $1.1M
HighTower Advisors, LLC 0.00% Reduce -5.2% 88,422 $1.1M
Vestcor Inc 0.03% No change 87,478 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +14.7% 85,045 $1.1M
Tidal Investments LLC 0.00% Reduce -27.0% 84,580 $1.1M
Hedges Asset Management LLC 0.74% Add +1.2% 84,500 $1.1M
Bank of Nova Scotia 0.00% Add +2.5% 83,043 $1.0M
Old North State Wealth Management, LLC 0.48% Add +3.7% 82,756 $1.0M
Oppenheimer Asset Management Inc. 0.01% Reduce -4.1% 82,466 $1.0M
Arcadia Investment Management Corp. 0.17% No change 82,000 $1.0M
Ethic Inc. 0.02% Add +8.2% 80,573 $1.0M
Eagle Harbor Asset Management Inc. 0.83% Reduce -5.6% 80,453 $1.0M
Kestra Advisory Services, LLC 0.00% Add +51.7% 80,381 $1.0M
CSM Advisors, LLC 0.03% Add +11.7% 79,524 $990K
Cibc World Market Inc. 0.00% Add +148.9% 78,363 $976K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +36.0% 77,002 $959K
Pathstone Holdings, LLC 0.00% Reduce -5.8% 75,977 $946K
HighPoint Advisor Group LLC 0.02% Add +7.0% 73,708 $918K
Havemeyer Place LP 0.18% — 73,270 $912K
Gateway Investment Advisers LLC 0.01% New 72,163 $898K
Mizuho Securities USA LLC 0.01% Reduce -1.2% 83,864 $897K
IMC-Chicago, LLC 0.02% Add +73.4% 71,353 $888K
Quadrant Capital Group LLC 0.03% Add +0.4% 70,778 $881K
Truist Financial Corp. 0.00% Reduce -25.0% 70,118 $873K
Redwood Investment Management, LLC 0.10% Reduce -44.4% 69,811 $869K
Maryland State Retirement & Pension System 0.02% No change 55,472 $839K
Norinchukin Bank, The 0.01% Add +5.0% 66,196 $824K
Cinctive Capital Management LP 0.05% New 66,148 $824K
Hartford Investment Management Co. 0.02% Reduce -2.9% 65,875 $820K
Ensign Peak Advisors, Inc 0.00% Reduce -69.3% 65,686 $818K
Verdad Advisers, LP 0.93% — 65,000 $809K
Tower Research Capital LLC (TRC) 0.02% Add +141.7% 63,954 $796K
Athena Investment Management 0.41% Add +3.9% 63,884 $795K
Quantbot Technologies LP 0.03% Reduce -66.5% 62,923 $783K
Nomura Asset Management Co. Ltd. 0.00% Add +5.0% 61,560 $766K
Moody National Bank Trust Division 0.07% Reduce -20.4% 61,284 $763K
AlphaCore Capital LLC 0.02% Add +415.7% 60,970 $759K
Americana Partners, LLC 0.02% Reduce -7.7% 59,344 $739K
Swiss Life Asset Management Ltd 0.00% Reduce -28.8% 58,892 $733K
Louisiana State Employees Retirement System 0.01% Reduce -3.9% 58,800 $732K
Burns Matteson Capital Management, LLC 0.29% New 58,487 $728K
Bruce & Co., Inc. 0.23% No change 58,279 $726K
Merit Financial Group, LLC 0.01% Add +5.2% 58,255 $725K
Perkins Capital Management Inc. 0.57% Add +0.3% 57,895 $721K
Diversified Trust Co. 0.01% Reduce -13.9% 57,111 $711K
SS&H Financial Advisors, Inc. 0.21% Reduce -1.8% 56,911 $709K
Allspring Global Investments Holdings, LLC 0.00% Add +0.1% 56,367 $702K
HB Wealth Management, LLC 0.00% Add +1.4% 55,779 $694K
GF Fund Management Co. LTD. 0.01% Reduce -5.3% 54,544 $679K
Quinn Opportunity Partners LLC 0.03% No change 54,220 $675K
New Mexico Educational Retirement Board 0.02% Add +1.7% 53,945 $672K
Marble Wealth, LLC 0.09% — 53,490 $666K
Systematic Alpha Investments, LLC 0.02% Reduce 0.0% 52,730 $657K
Qsemble Capital Management, LP 0.05% New 51,519 $641K
Caprock Group, LLC 0.01% Add +63.4% 51,059 $636K
OMERS ADMINISTRATION Corp 0.00% No change 50,088 $624K
Rockefeller Capital Management L.P. 0.00% Add +6.3% 48,445 $603K
Macquarie Group Ltd. 0.00% Reduce -96.1% 48,182 $600K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% — 47,612 $593K
Capital Fund Management S.A. 0.01% Reduce -91.4% 47,521 $592K
Beacon Investment Advisory Services, Inc. 0.02% Add +5.5% 47,437 $591K
MUFG Securities EMEA plc 0.01% Add +111.6% 47,218 $588K
1620 Investment Advisors, Inc. 0.38% No change 46,205 $575K
Summit Trail Advisors, LLC 0.01% Add +19.0% 46,103 $574K
Meeder Advisory Services, Inc. 0.02% Add +13.8% 45,753 $570K
Coldstream Capital Management Inc. 0.01% Reduce -4.4% 45,702 $569K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.4% 45,531 $567K
Worldquant Millennium Advisors LLC 0.00% Add +7.7% 42,906 $534K
Private Advisor Group, LLC 0.00% Add +83.8% 42,822 $533K
McMillan Office, Inc. 0.06% — 42,413 $528K
Summitry LLC 0.02% Add +120.7% 41,422 $516K
Equitable Holdings, Inc. 0.00% Reduce -0.5% 41,192 $513K
North Dakota State Investment Board 0.02% — 40,263 $501K
Profund Advisors LLC 0.02% Reduce -8.1% 40,257 $501K
Abacus Planning Group, Inc. 0.07% Add +6.0% 40,000 $498K
Empirical Finance, LLC 0.02% Reduce -4.2% 39,498 $492K
Compound Planning, Inc. 0.01% Add +27.1% 39,368 $490K
Fruth Investment Management 0.13% No change 39,010 $485K
Integrated Wealth Concepts LLC 0.01% Reduce -44.9% 38,836 $484K
State of Wyoming 0.05% Add +51.4% 38,597 $481K
Gsa Capital Partners LLP 0.04% Reduce -62.9% 38,508 $479K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.8% 38,250 $476K
Uncommon Cents Investing LLC 0.11% Add +6.2% 37,905 $472K
Atlas Capital Advisors Inc. 0.05% — 37,652 $469K
Mma Asset Management LLC 0.17% Reduce -1.8% 37,331 $465K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.0% 36,801 $458K
Brooklyn Investment Group 0.02% Add +130.6% 36,755 $455K
Focus Partners Advisor Solutions, LLC 0.01% Add +24.9% 35,367 $440K
Headlands Technologies LLC 0.04% Reduce -38.4% 35,145 $438K
Greenleaf Trust 0.00% Add +3.3% 35,075 $437K
Choreo, LLC 0.01% Add +5.1% 34,109 $428K
Pekin Hardy Strauss, Inc. 0.04% Reduce -34.5% 34,303 $427K
Mengis Capital Management, Inc. 0.08% No change 34,204 $426K
Foster & Motley Inc. 0.02% Reduce -1.5% 34,088 $424K
Jefferies Financial Group Inc. 0.00% New 34,022 $424K
Elevation Point Wealth Partners, LLC 0.02% Add +2.0% 33,927 $422K
GAMMA Investing LLC 0.02% Add +63.1% 33,915 $422K
Vestmark Advisory Solutions, Inc. 0.01% Add +40.4% 33,898 $422K
Graham Capital Management, L.P. 0.02% New 33,864 $422K
United Capital Financial Advisors, LLC 0.00% Add +17.9% 33,397 $416K
GC Wealth Management RIA, LLC 0.02% Reduce -21.6% 33,035 $411K
Sage Mountain Advisors LLC 0.02% Add +8.5% 32,917 $410K
Concurrent Investment Advisors, LLC 0.00% Add +9.6% 32,863 $409K
CSS LLC 0.07% Reduce -30.5% 32,385 $403K
Gator Capital Management, LLC 0.08% Reduce -36.0% 32,036 $399K
Neo Ivy Capital Management 0.06% New 31,891 $397K
Citizens Financial Group Inc. 0.01% Add +106.7% 31,841 $396K
Securian Asset Management, Inc. 0.01% Reduce -44.4% 31,318 $390K
Independent Advisor Alliance 0.01% Add +0.2% 31,157 $388K
Mufg Securities Americas Inc. 0.02% Reduce -1.3% 31,029 $386K
Vise Technologies, Inc. 0.01% Add +13.3% 30,669 $382K
Midwest Trust Co 0.00% Add +1.5% 30,396 $378K
MAI Capital Management 0.00% Reduce -6.9% 30,331 $378K
Forum Financial Management, LP 0.00% Add +44.1% 30,268 $377K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 29,488 $367K
Aaron Wealth Advisors LLC 0.02% Add +17.2% 29,134 $363K
OpenArc Corporate Advisory, LLC 0.01% — 28,984 $361K
Cidel Asset Management Inc. 0.03% Add +10.6% 28,834 $359K
Savant Capital, LLC 0.00% Add +16.9% 28,631 $356K
Carson Advisory Inc. 0.18% Reduce -23.2% 28,100 $350K
D.A. Davidson & Co. 0.00% Add +44.2% 28,098 $350K
Beam Wealth Advisors, Inc. 0.10% Reduce -14.1% 27,882 $347K
Lion Point Capital, LP 1.78% New 27,700 $345K
STRS Ohio 0.00% Reduce -1.5% 27,657 $344K
Scotia Capital Inc. 0.00% Reduce -46.6% 27,548 $343K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -16.5% 27,189 $339K
V-Square Quantitative Management LLC 0.04% Reduce -0.1% 27,028 $336K
Rwa Wealth Partners, LLC 0.00% Reduce -0.5% 26,967 $336K
Lido Advisors, LLC 0.00% Add +1.5% 32,970 $335K
Claret Asset Management Corp 0.04% Reduce -0.2% 26,706 $332K
Supplemental Annuity Collective Trust of NJ 0.08% No change 26,363 $328K
Arkadios Wealth Advisors 0.01% Add +80.7% 26,302 $327K
Glenmede Trust Co. NA 0.00% — 26,265 $327K
Stratos Wealth Partners, LTD. 0.00% Add +0.7% 25,871 $322K
Marex Group Ltd 0.00% Add +91.8% 25,800 $321K
Covestor Ltd 0.17% Reduce -4.3% 25,603 $319K
Carnegie Lake Advisors LLC 0.12% Reduce -0.1% 25,619 $319K
Beddow Capital Management Inc. 0.12% Reduce -15.0% 25,570 $318K
Kestra Private Wealth Services, LLC 0.00% Add +4.8% 25,536 $318K
Keystone Financial Planning, Inc. 0.09% Reduce -1.9% 25,402 $316K
Metis Global Partners, LLC 0.01% Reduce -4.1% 25,280 $315K
Parallel Advisors, LLC 0.01% Add +13.6% 25,136 $313K
Voleon Capital Management LP 0.01% Reduce -83.9% 25,009 $311K
Impact Partnership Wealth, LLC 0.04% New 24,969 $311K
Pinnacle Financial Partners, Inc. 0.00% — 24,958 $311K
Albert D Mason Inc. 0.20% Add +38.8% 24,726 $308K
Sagewood Asset Management LP 0.11% — 24,003 $299K
Zhang Financial LLC 0.01% Add +1.0% 23,887 $297K
Hantz Financial Services, Inc. 0.00% Add +38.6% 23,838 $297K
Oak Associates Ltd. 0.02% No change 23,547 $293K
MSH Capital Advisors LLC 0.06% Add +0.1% 23,506 $293K
Essex Financial Services, Inc. 0.02% Add +0.2% 23,259 $290K
Apollon Wealth Management, LLC 0.01% Reduce -1.6% 23,234 $289K
Farther Finance Advisors, LLC 0.00% Add +50.1% 22,921 $285K
Oppenheimer & Co. Inc. 0.00% Reduce -4.8% 22,752 $283K
Paragon Capital Management Ltd 0.06% Add +1.0% 22,744 $283K
Axiom Financial Strategies, LLC 0.12% Add +15.3% 22,592 $281K
Berkshire Asset Management LLC 0.01% Reduce -33.7% 22,462 $280K
SBI Securities Co., Ltd. 0.01% Add +5.1% 22,448 $279K
CI Investments Inc. 0.00% Reduce -2.3% 22,424 $279K
Danske Bank A/S 0.00% Reduce -77.1% 22,401 $279K
Retireful, LLC 0.35% New 22,106 $277K
Rathbones Group PLC 0.00% Reduce -7.1% 22,187 $276K
Canada Post Corp Registered Pension Plan 0.01% Add +38.9% 22,087 $275K
Jones Financial Companies LLLP 0.00% Add +5.7% 21,878 $272K
World Investment Advisors 0.00% Add +35.9% 21,817 $272K
Strategic Family Wealth Counselors, L.L.C. 0.06% No change 21,394 $271K
Tema ETFs LLC 0.02% Reduce -0.3% 20,972 $261K
Greenwich Wealth Management LLC 0.01% Reduce -3.6% 20,672 $257K
Patton Fund Management, Inc. 0.03% Reduce -24.7% 20,402 $254K
QTR Family Wealth, LLC 0.11% Add +0.1% 15,587 $249K
Global Retirement Partners, LLC 0.00% Add +133.8% 19,963 $249K
Essex LLC 0.04% Add +0.0% 19,813 $247K
Vontobel Holding Ltd. 0.00% Reduce -13.0% 19,720 $246K
AIA Group Ltd 0.00% Reduce -94.2% 19,705 $245K
Valeo Financial Advisors, LLC 0.01% Add +8.9% 19,506 $243K
Syon Capital LLC 0.01% Add +32.4% 19,264 $240K
SageView Advisory Group, LLC 0.01% Add +5.9% 19,089 $238K
Horizon Investments, LLC 0.00% Add +3.2% 19,055 $237K
Johnson Investment Counsel Inc. 0.00% Reduce -5.5% 18,900 $235K
Crestwood Advisors Group, LLC 0.00% Add +1.1% 18,704 $233K
CX Institutional 0.01% Add +53.6% 18,659 $232K
Shrier Wealth Management, LLC 0.09% — 18,520 $231K
Kovack Advisors, Inc. 0.01% New 18,457 $230K
Cohen Klingenstein LLC 0.01% No change 18,354 $229K
Rothschild Investment LLC 0.01% Add +2.7% 18,126 $226K
Salem Investment Counselors Inc. 0.01% Reduce -29.4% 17,944 $223K
AlphaStar Capital Management, LLC 0.02% New 17,506 $218K
R.m.sincerbeaux Capital Management LLC 0.12% No change 17,460 $217K
Childress Capital Advisors, LLC 0.03% New 17,375 $216K
CIBC Private Wealth Group LLC 0.00% Reduce -29.0% 17,365 $216K
Wealthspire Advisors, LLC 0.00% Add +148.5% 17,291 $215K
Balyasny Asset Management L.P. 0.00% New 17,236 $215K
Laird Norton Wetherby Trust Company, LLC 0.00% New 17,170 $214K
Stephens Inc. 0.00% Reduce -39.5% 17,091 $213K
TT Capital Management LLC 0.17% Reduce -1.2% 17,056 $212K
Meitav Investment House Ltd. 0.00% Reduce -55.3% 17,027 $212K
Appalachian Capital Management Ltd 0.17% — 16,987 $211K
Huntington National Bank 0.00% Reduce -3.9% 16,698 $208K
Perigon Wealth Management, LLC 0.00% Reduce -1.6% 16,641 $207K
Journey Strategic Wealth LLC 0.01% Add +5.8% 16,575 $206K
Wealthcare Advisory Partners LLC 0.00% New 16,559 $206K
Round Hill Asset Management 0.13% Reduce -0.4% 16,480 $205K
PFG Investments, LLC 0.01% Reduce -1.4% 16,458 $205K
Brown Advisory Inc. 0.00% Reduce -9.3% 16,392 $204K
Allworth Financial LP 0.00% Reduce -10.9% 16,319 $203K
Krilogy Financial LLC 0.01% Add +19.8% 15,206 $200K
Power Wealth Management LLC 0.07% No change 16,073 $200K
Aigen Investment Management, LP 0.05% New 15,929 $198K
Mgo One Seven LLC 0.00% Reduce -2.6% 15,833 $197K
Smartleaf Asset Management LLC 0.01% Add +1207.7% 15,653 $196K
Deseret Mutual Benefit Administrators 0.08% No change 15,682 $195K
Sagespring Wealth Partners, LLC 0.00% New 15,628 $195K
Williams Jones Wealth Management, LLC. 0.00% Add +4.7% 15,607 $194K
TCTC Holdings, LLC 0.01% No change 15,587 $194K
Blair William & Co. 0.00% Add +3.9% 15,565 $194K
Gifford Fong Associates 0.04% No change 15,476 $193K
Chicago Partners Investment Group LLC 0.00% Add +13.6% 14,444 $191K
Nomura Holdings Inc. 0.00% Reduce -75.8% 15,251 $190K
Personal Cfo Solutions, LLC 0.03% Reduce -6.7% 15,250 $190K
Dakota Wealth Management 0.00% Reduce -29.4% 15,162 $189K
Brand Asset Management Group, Inc. 0.05% New 15,030 $187K
Cherokee Insurance Co 0.08% No change 15,006 $187K
Prelude Capital Management, LLC 0.01% New 14,891 $185K
Hilltop Holdings Inc. 0.01% Add +1.3% 14,851 $185K
Forza Wealth Management, LLC 0.07% Reduce -32.1% 14,643 $182K
Evergreen Capital Management LLC 0.00% Add +17.1% 14,492 $180K
Axxcess Wealth Management, LLC 0.00% Add +0.0% 14,378 $179K
Procyon Advisors, LLC 0.01% Reduce -8.9% 14,376 $179K
Venture Visionary Partners LLC 0.01% Reduce -16.5% 14,241 $179K
Moneta Group Investment Advisors LLC 0.00% Reduce -23.0% 14,305 $178K
Mountain Hill Investment Partners Corp. 0.13% Reduce -92.1% 14,263 $178K
Choate Investment Advisors 0.00% Reduce -1.4% 14,256 $177K
iSAM Funds (UK) Ltd 0.06% Reduce -34.4% 14,215 $177K
J.W. Cole Advisors, Inc. 0.00% Reduce -2.0% 16,610 $176K
Taylor Hoffman Capital Management LLC 0.05% New 14,069 $175K
Aspen Grove Capital, LLC 0.03% Reduce -0.0% 14,049 $175K
Brown Brothers Harriman & Co. 0.00% Add +20.4% 13,998 $174K
Moors & Cabot, Inc. 0.01% Add +3.7% 13,962 $174K
Verdence Capital Advisors LLC 0.01% Reduce -6.6% 13,908 $173K
NewEdge Wealth, LLC 0.00% New 13,839 $172K
Huntleigh Advisors, Inc. 0.03% Reduce -0.1% 13,810 $172K
Pinnacle Associates Ltd. 0.00% Add +6.8% 13,785 $172K
Resona Asset Management Co.,Ltd. 0.00% No change 13,847 $171K
Wesbanco Bank Inc. 0.00% Reduce -19.3% 13,732 $171K
Savvy Advisors, Inc. 0.01% Add +1.8% 13,656 $170K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.8% 13,575 $169K
Signaturefd, LLC 0.00% Add +8.7% 13,520 $168K
BTG Pactual Asset Management US LLC 0.02% Reduce -46.0% 16,180 $168K
Waverly Advisors, LLC 0.00% Add +33.0% 13,352 $166K
Vinland Capital Management Gestora de Recursos LTDA. 2.03% New 13,348 $166K
Evolve Private Wealth, LLC 0.01% — 13,323 $166K
Trust Asset Management LLC 0.01% Reduce -4.0% 13,268 $165K
Composition Wealth, LLC 0.00% Add +3.5% 13,268 $165K
DNB Asset Management AS 0.00% No change 13,154 $164K
Busey Bank 0.00% Reduce -2.4% 13,130 $163K
SVB Wealth LLC 0.01% Add +7.1% 13,043 $162K
Tiaa Trust, National Association 0.00% Add +0.4% 13,039 $162K
UMB Bank, n.a. 0.00% Add +16.8% 12,993 $162K
Francis Financial, Inc. 0.03% No change 12,988 $162K
Orion Porfolio Solutions, LLC 0.00% Add +5.2% 12,981 $162K
Frec Markets, Inc. 0.05% — 12,962 $161K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.4% 12,823 $160K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.9% 12,776 $159K
Belpointe Asset Management LLC 0.01% Reduce -0.2% 12,591 $157K
CHICAGO TRUST Co NA 0.02% No change 12,527 $156K
Regions Financial Corp. 0.00% Reduce -8.2% 12,509 $156K
Catalyst Funds Management Pty Ltd 0.04% Reduce -47.5% 12,500 $156K
GTS Securities LLC 0.01% New 12,441 $155K
Keynote Financial Services LLC 0.09% Reduce -2.0% 12,440 $155K
Eurizon Capital SGR S.p.A. 0.00% — 12,313 $154K
Principle Wealth Partners LLC 0.01% No change 12,242 $152K
IMA Advisory Services, Inc. 0.01% No change 12,215 $152K
Waterloo Capital, L.P. 0.01% New 12,080 $150K
Abel Hall, LLC 0.04% New 12,054 $150K
Parkside Financial Bank & Trust 0.01% Add +3.0% 12,002 $149K
Panagora Asset Management Inc. 0.00% No change 11,949 $149K
Groupama Asset Managment 0.00% Reduce -9.4% 11,872 $148K
Ballentine Partners, LLC 0.00% Add +6.6% 11,676 $145K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -31.1% 11,663 $145K
HUB Investment Partners, LLC 0.00% Add +0.0% 11,636 $145K
AGH Wealth Advisors, LLC 0.11% Reduce -8.6% 11,566 $144K
Syverson Strege & Co 0.03% New 11,516 $143K
Cigna Investments Inc. 0.02% Reduce -5.1% 11,373 $142K
Kaufman Rossin Wealth, LLC 0.07% No change 11,210 $140K
Conning Inc. 0.00% Add +10.2% 11,182 $139K
Legacy Financial Advisors, Inc. 0.02% New 11,005 $137K
Mraz, Amerine & Associates, Inc. 0.02% No change 11,000 $137K
Schroder Investment Management Group 0.00% Reduce -0.1% 10,987 $137K
Dorsey & Whitney Trust CO LLC 0.01% Add +3.7% 10,932 $136K
Baird Financial Group, Inc. 0.00% Add +4.7% 10,925 $136K
Versant Capital Management, Inc 0.02% Reduce -43.0% 10,877 $135K
Evoke Wealth, LLC 0.00% New 10,742 $134K
Beck Mack & Oliver LLC 0.00% No change 10,667 $133K
waypoint wealth counsel 0.05% Add +1.4% 10,628 $132K
Brendel Financial Advisors LLC 0.06% No change 10,592 $132K
Johnson Financial Group, Inc. 0.00% Reduce -45.8% 10,526 $131K
Joel Isaacson & Co., LLC 0.00% Reduce -29.7% 10,507 $131K
Chesley Taft & Associates LLC 0.01% New 10,506 $131K
Ritholtz Wealth Management 0.00% Reduce -0.7% 10,439 $130K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.9% 10,309 $128K
WealthTrust Axiom LLC 0.03% Reduce -27.3% 10,303 $128K
Marino, Stram & Associates LLC 0.02% Reduce -0.2% 10,294 $128K
Asset Planning,Inc 0.09% No change 10,150 $126K
Excalibur Management Corp. 0.05% Reduce -4.6% 10,109 $126K
DRW Securities, LLC 0.01% Reduce -83.7% 10,836 $125K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +0.0% 10,001 $125K
Employees Retirement System of Texas 0.00% No change 9,604 $120K
Harbour Investments, Inc. 0.00% Add +6.3% 9,587 $119K
Hollencrest Capital Management 0.00% No change 9,568 $119K
Assetmark, Inc. 0.00% Add +4.3% 9,279 $116K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.3% 9,052 $113K
Caitlin John, LLC 0.06% Add +13.8% 7,843 $98K
City State Bank 0.03% No change 7,826 $97K
JFS Wealth Advisors, LLC 0.01% Add +5.9% 7,540 $94K
Ossiam 0.00% New 7,447 $93K
Contravisory Investment Management, Inc. 0.02% New 7,411 $92K
CENTRAL TRUST Co 0.00% Reduce -43.4% 7,374 $92K
Wilmington Savings Fund Society, FSB 0.00% Reduce -10.5% 6,859 $85K
Investors Research Corp 0.02% No change 6,629 $83K
TD Waterhouse Canada Inc. 0.00% Reduce -6.6% 6,429 $80K
ESL Trust Services, LLC 0.02% No change 6,370 $79K
Intact Investment Management Inc. 0.00% New 6,100 $76K
HM Payson & Co. 0.00% Reduce -0.3% 6,071 $76K
Hazlett, Burt & Watson, Inc. 0.02% No change 5,949 $74K
Spire Wealth Management 0.00% Reduce -9.2% 5,911 $74K
Key Financial Inc 0.01% Add +0.2% 5,716 $71K
North Star Investment Management Corp. 0.00% Reduce -11.2% 5,713 $71K
Wealth Enhancement Trust Services, Inc. 0.01% — 5,696 $71K
Whittier Trust Co. 0.00% Reduce -2.5% 5,636 $70K
AdvisorNet Financial, Inc 0.00% Add +25.0% 5,532 $69K
Federated Hermes, Inc. 0.00% Reduce -41.7% 4,918 $61K
Eastern Bank 0.00% Reduce -2.0% 4,599 $57K
Elyxium Wealth, LLC 0.02% New 4,583 $57K
Addison Advisors LLC 0.01% Reduce -1.6% 4,572 $57K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.5% 4,537 $56K
Private Trust Co. NA 0.00% Reduce -53.7% 4,530 $56K
Manchester Capital Management LLC 0.01% Reduce -4.4% 4,462 $56K
Blue Trust, Inc. 0.00% Reduce -1.2% 4,361 $54K
DKRT Investments Corp. 0.02% No change 4,341 $54K
Intesa Sanpaolo S.p.A. 0.00% — 4,303 $54K
Gables Capital Management Inc. 0.02% Reduce -0.9% 4,138 $52K
Smithfield Trust Co 0.00% Add +11.4% 4,181 $51K
Larson Financial Group LLC 0.00% Add +0.8% 4,079 $51K
Arax Advisory Partners 0.00% Reduce -93.5% 3,926 $49K
Trust Co. of Vermont 0.00% No change 3,889 $48K
CoreCap Advisors, LLC 0.00% Add +3.2% 3,837 $48K
Clearstead Advisors, LLC 0.00% Reduce -2.0% 3,730 $46K
Geneos Wealth Management Inc. 0.00% Reduce -7.0% 3,696 $46K
Root Financial Partners, LLC 0.00% Add +33.0% 3,693 $46K
CYBER HORNET ETFs LLC 0.03% Add +5.6% 3,485 $43K
MidAtlantic Capital Management, Inc. 0.03% New 3,482 $43K
International Assets Investment Management, LLC 0.00% New 3,473 $43K
Quent Capital, LLC 0.00% Add +6.4% 3,394 $42K
City Holding Co. 0.01% New 3,298 $41K
Sentry Investment Management LLC 0.03% No change 3,227 $40K
IFP Advisors, Inc 0.00% Add +5.3% 3,197 $40K
Caldwell Sutter Capital, Inc. 0.02% Add +2.9% 3,197 $40K
Trust Co. of Toledo NA 0.00% Reduce -0.4% 3,040 $38K
GW&K Investment Management, LLC 0.00% No change 2,973 $37K
CVA Family Office, LLC 0.00% Add +0.0% 2,835 $35K
Cheviot Value Management, LLC 0.00% No change 2,634 $34K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -8.5% 2,592 $34K
Entrust Financial LLC 0.02% — 2,602 $32K
Essential Partners LLC 0.01% No change 2,505 $31K
Twin Lakes Capital Management, LLC 0.01% Reduce -0.0% 2,498 $31K
TD Private Client Wealth LLC 0.00% Reduce -0.8% 2,417 $30K
Tanglewood Legacy Advisors, LLC 0.01% Add +1.9% 2,402 $30K
Westside Investment Management, Inc. 0.00% Add +3.2% 2,327 $29K
Cromwell Holdings LLC 0.02% Reduce -35.0% 2,303 $29K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -22.3% 2,214 $27K
William B. Walkup & Associates, Inc. 0.01% No change 2,156 $27K
Evelyn Partners Investment Management Services Ltd 0.00% No change 2,145 $27K
Concord Wealth Partners 0.00% No change 2,125 $26K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,906 $24K
Cherry Tree Wealth Management, LLC 0.01% Add +1.0% 1,888 $24K
Sunbelt Securities, Inc. 0.00% Reduce -0.4% 1,876 $23K
United Community Bank 0.01% No change 1,854 $23K
First Horizon Corp. 0.00% Add +2.6% 1,812 $23K
Citizens National Bank Trust Department 0.00% Reduce -56.4% 1,806 $22K
Clark Wealth Partners 0.01% No change 1,753 $22K
Financial Freedom, LLC 0.01% Add +0.2% 1,739 $22K
Summit Securities Group LLC 0.00% Reduce -92.1% 1,711 $21K
Capital Advisors, Ltd. LLC 0.00% Add +0.2% 1,655 $21K
Atlantic Union Bankshares Corp 0.00% Reduce -4.1% 1,645 $20K
Curat Global, LLC 0.02% No change 1,619 $20K
Allianz SE 0.00% Reduce -1.2% 1,613 $20K
DV Equities, LLC 0.00% — 1,592 $20K
Zions Bancorporation, National Association 0.00% Add +246.0% 1,543 $19K
Basecamp Wealth Advisors LLC 0.00% — 1,536 $19K
Harbor Investment Advisory, LLC 0.00% Reduce -18.1% 1,512 $19K
Evelyn Partners Investment Management LLP 0.00% Reduce -4.2% 1,497 $19K
Clearstead Trust, LLC 0.00% Add +23.9% 1,487 $19K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -16.4% 1,486 $18K
Silicon Valley Capital Partners 0.00% Add +1.0% 1,442 $18K
SWAN Capital LLC 0.01% No change 1,394 $17K
Duncker Streett & Co. Inc. 0.00% No change 1,373 $17K
Financial Perspectives, Inc 0.00% No change 1,366 $17K
DT Investment Partners, LLC 0.00% No change 1,363 $17K
Cedar Mountain Advisors, LLC 0.00% Reduce -45.1% 1,348 $17K
Anchor Investment Management, LLC 0.00% Add +0.3% 1,320 $16K
Ancora Advisors LLC 0.00% Add +1031.9% 1,313 $16K
Leonteq Securities AG 0.00% Reduce -91.2% 1,296 $16K
Hilton Head Capital Partners, LLC 0.01% — 1,250 $16K
Hara Capital LLC 0.01% No change 1,232 $15K
Asset Dedication, LLC 0.00% Reduce -4.8% 1,215 $15K
GHP Investment Advisors, Inc. 0.00% Add +1.5% 1,194 $15K
Barrett & Company, Inc. 0.00% No change 1,178 $15K
Boyd Watterson Asset Management LLC 0.00% Reduce -4.1% 1,149 $14K
Bank & Trust Co 0.01% Reduce -6.5% 1,141 $14K
Flagship Wealth Advisors, LLC 0.00% No change 1,119 $14K
Meeder Asset Management Inc. 0.00% Reduce -0.2% 1,116 $14K
Strategic Investment Solutions, Inc. 0.00% Reduce -4.5% 1,107 $14K
MV Capital Management, Inc. 0.00% Reduce -0.7% 1,092 $14K
Grove Bank & Trust 0.00% No change 1,085 $14K
GoalVest Advisory LLC 0.00% New 1,082 $13K
Keating Financial Advisory Services, Inc. 0.00% — 1,081 $13K
Kimelman & Baird, LLC 0.00% Reduce -3.0% 1,079 $13K
Glen Eagle Advisors, LLC 0.00% Reduce -34.2% 1,059 $13K
Beacon Financial Strategies CORP 0.01% New 1,052 $13K
IFC & Insurance Marketing, Inc. 0.01% — 1,079 $13K
NBT Bank, N.A. 0.00% Add +20.0% 12 $13K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -63.6% 1,033 $13K
Truvestments Capital LLC 0.00% Reduce -60.3% 1,028 $13K
Private Wealth Management Group, LLC 0.00% Add +5.9% 1,026 $13K
Triumph Capital Management 0.00% New 1,016 $13K
Strategic Wealth Partners, Ltd. 0.00% Reduce -11.2% 1,010 $13K
Cullen/Frost Bankers, Inc. 0.00% Add +30.0% 1,000 $12K
Founders Capital Management 0.01% No change 1,000 $12K
Global Wealth Strategies & Associates 0.00% New 1,000 $12K
Fideuram Asset Management (Ireland) dac 0.00% — 1,017 $12K
MTM Investment Management, LLC 0.00% Reduce -1.6% 937 $12K
Private Wealth Asset Management, LLC 0.00% No change 929 $12K
WealthCollab, LLC 0.00% No change 928 $12K
Core Alternative Capital 0.00% No change 922 $11K
Spurstone Advisory Services, LLC 0.18% No change 911 $11K
Financial Management Professionals, Inc. 0.00% No change 900 $11K
McIlrath & Eck, LLC 0.00% Add +1.8% 891 $11K
Salomon & Ludwin, LLC 0.00% No change 896 $11K
Horizon Bancorp Inc. 0.01% No change 864 $11K
Harvest Fund Management Co., Ltd 0.00% No change 861 $11K
Broadwater Capital Management LLC 0.01% No change 855 $11K
Jessup Wealth Management, Inc 0.00% New 847 $11K
Flagship Harbor Advisors, LLC 0.00% New 819 $10K
New England Capital Financial Advisors LLC 0.00% Add +0.9% 818 $10K
Washington Trust Advisors, Inc. 0.00% No change 818 $10K
Prestige Wealth Management Group LLC 0.00% No change 814 $10K
Ares Financial Consulting, LLC 0.01% — 810 $10K
Financial Connections Group, Inc. 0.00% No change 868 $10K
Coston, McIsaac & Partners 0.00% Reduce -7.8% 881 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 800 $10K
St Germain D J Co. Inc. 0.00% No change 788 $10K
Pingora Partners LLC 0.01% No change 781 $10K
Archer Investment Corp 0.00% Add +0.1% 775 $10K
Elevation Wealth Partners, LLC 0.00% Add +894.7% 746 $9K
Hilltop National Bank 0.00% Reduce -10.4% 740 $9K
CKW Financial Group 0.00% No change 716 $9K
Navalign, LLC 0.00% New 698 $9K
MCF Advisors LLC 0.00% Add +0.3% 695 $9K
Sachetta, LLC 0.00% Add +5.0% 679 $8K
Lanark Financial, Inc. 0.00% Add +10.2% 672 $8K
Vermillion & White Wealth Management Group, LLC 0.00% Add +0.1% 665 $8K
Motco 0.00% No change 653 $8K
Independence Bank of Kentucky 0.00% No change 626 $8K
Peoples Financial Services Corp. 0.00% No change 618 $8K
Financial Consulate, Inc. 0.00% Add +144.4% 616 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.4% 614 $8K
Birchbrook, Inc. 0.00% No change 600 $7K
Medallion Wealth Advisors, LLC 0.00% Add +6.6% 598 $7K
Eq Wealth Advisors, LLC 0.00% New 597 $7K
SOA Wealth Advisors, LLC. 0.00% Reduce -9.3% 592 $7K
Bfsg, LLC 0.00% Add +9.3% 589 $7K
First Pacific Financial 0.00% Reduce -9.6% 575 $7K
Hoey Investments, Inc. 0.00% Reduce -0.5% 572 $7K
ORG Partners LLC 0.00% Add +42.4% 571 $7K
Plante Moran Financial Advisors, LLC 0.00% Reduce -6.1% 570 $7K
Valley National Advisers Inc. 0.00% Reduce -18.4% 582 $7K
Tsfg, LLC 0.00% Reduce -22.6% 584 $7K
Center for Financial Planning, Inc. 0.00% Reduce -4.2% 551 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 542 $7K
WPG Advisers, LLC 0.01% Reduce -29.0% 541 $7K
Garton & Associates Financial Advisors LLC 0.00% — 538 $7K
Anfield Capital Management, LLC 0.00% Add +5.3% 534 $7K
Measured Wealth Private Client Group, LLC 0.00% Reduce -79.3% 533 $7K
Pinnacle Bancorp, Inc. 0.00% Reduce -15.3% 532 $7K
AEGON ASSET MANAGEMENT UK Plc 0.00% No change 531 $7K
Country Trust Bank 0.00% Reduce -10.8% 531 $7K
Alerus Financial NA 0.00% No change 509 $6K
Cranbrook Wealth Management, LLC 0.00% No change 508 $6K
HighMark Wealth Management LLC 0.00% Add +0.4% 505 $6K
CDKV Holdings LLC 0.01% — 493 $6K
Colonial Trust Co / SC 0.00% No change 488 $6K
Capital Analysts, LLC 0.00% Add +0.7% 463 $6K
Rachor Investment Advisory Services, LLC 0.00% — 481 $6K
Fortitude Family Office, LLC 0.00% Add +21.4% 465 $6K
Fourth Dimension Wealth, LLC 0.00% Add +4.5% 440 $5K
Physician Wealth Advisors, Inc. 0.00% Add +0.2% 436 $5K
SouthState Bank Corp 0.00% Reduce -40.9% 432 $5K
High Note Wealth, LLC 0.00% Reduce -28.0% 429 $5K
Vision Financial Markets LLC 0.01% Add +1.0% 422 $5K
Crews Bank & Trust 0.00% Add +0.7% 419 $5K
Transamerica Financial Advisors, LLC 0.00% Add +964.1% 415 $5K
Godfrey Financial Associates, Inc. 0.00% — 408 $5K
JTC Employer Solutions Trustee Ltd 0.00% No change 372 $5K
Smallwood Wealth Investment Management, LLC 0.00% No change 396 $5K
Aventura Private Wealth, LLC 0.00% Add +12.5% 395 $5K
Battery Global Advisors, LLC 0.00% No change 386 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +27.6% 384 $5K
Nalls Sherbakoff Group, LLC 0.00% Add +193.8% 382 $5K
Fortis Group Advisors, LLC 0.00% No change 380 $5K
Cornerstone Planning Group LLC 0.00% Reduce -99.8% 361 $5K
Howard Hughes Medical Institute 0.00% Add +19.8% 376 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +0.3% 371 $5K
Lodestone Wealth Management LLC 0.00% New 369 $5K
Golden State Wealth Management, LLC 0.00% Add +0.3% 365 $5K
Webster Bank, N. A. 0.00% No change 359 $4K
Bell Investment Advisors, Inc 0.00% Add +14.6% 345 $4K
Scarborough Advisors, LLC 0.00% Add +0.3% 340 $4K
Farmers & Merchants Investments Inc. 0.00% Add +0.9% 335 $4K
GGM Financial LLC 0.00% No change 332 $4K
NFSG Corp 0.00% Reduce -13.6% 325 $4K
Avion Wealth 0.00% Reduce -15.8% 369 $4K
Roble, Belko & Company, Inc 0.00% No change 327 $4K
Crewe Advisors LLC 0.00% Reduce -59.4% 321 $4K
Kelleher Financial Advisors 0.00% No change 318 $4K
Princeton Global Asset Management LLC 0.00% New 309 $4K
Fairman Group, LLC 0.00% No change 304 $4K
Bullock Wealth Management Group 0.00% — 304 $4K
Heritage Wealth Advisors 0.00% No change 301 $4K
Rialto Wealth Management, LLC 0.00% Add +7.6% 298 $4K
Pandora Wealth, Inc. 0.00% No change 298 $4K
Hartford Financial Management Inc. 0.00% No change 297 $4K
Bangor Savings Bank 0.00% No change 294 $4K
West Branch Capital LLC 0.00% No change 293 $4K
Bruce G. Allen Investments, LLC 0.00% No change 291 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +944.4% 282 $4K
POM Investment Strategies, LLC 0.00% Add +3011.1% 280 $3K
Dunhill Financial, LLC 0.00% Add +14.3% 271 $3K
BNP Paribas 0.00% Add +18.1% 268 $3K
United Financial Planning Group LLC 0.00% Add +824.1% 268 $3K
CGC Financial Services, LLC 0.00% No change 268 $3K
Nemes Rush Group LLC 0.00% Add +4.4% 261 $3K
Caldwell Trust Co 0.00% Reduce -8.4% 260 $3K
Creative Financial Designs Inc. 0.00% Reduce -0.4% 255 $3K
Stephens Consulting, LLC 0.00% No change 253 $3K
Curio Wealth, LLC 0.00% No change 248 $3K
TFC Financial Management, Inc. 0.00% No change 240 $3K
Evolution Wealth Management Inc. 0.00% Add +1211.1% 236 $3K
PFS Partners, LLC 0.00% Add +0.8% 236 $3K
Godsey & Gibb, Inc. 0.00% No change 232 $3K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 230 $3K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -0.9% 228 $3K
Central Pacific Bank - Trust Division 0.00% No change 226 $3K
IMG Wealth Management, Inc. 0.00% No change 223 $3K
J.Safra Asset Management Corp 0.00% No change 220 $3K
Vision Retirement, LLC 0.00% — 218 $3K
Legacy Bridge, LLC 0.00% New 217 $3K
Tidemark, LLC 0.00% Add +13.3% 213 $3K
Clayton Financial Group LLC 0.00% New 210 $3K
Signature Equity Partners, LLC 0.00% — 206 $3K
Atwood & Palmer Inc. 0.00% No change 204 $3K
Ramirez Asset Management, Inc. 0.00% No change 200 $2K
Principia Wealth Advisory, LLC 0.00% Add +3.8% 191 $2K
Mascoma Wealth Management LLC 0.00% Reduce -12.4% 190 $2K
Birchwood Financial Partners, Inc. 0.00% — 187 $2K
Cornerstone National Bank & Trust Co 0.00% No change 186 $2K
Vermillion Wealth Management, Inc. 0.00% Add +0.6% 183 $2K
Cape Investment Advisory, Inc. 0.00% New 182 $2K
First Financial Corp. 0.00% No change 182 $2K
Lavaca Capital LLC 0.00% Add +383.8% 179 $2K
Millstone Evans Group, LLC 0.00% No change 176 $2K
Graney & King, LLC 0.00% No change 175 $2K
First Community Trust NA 0.00% No change 170 $2K
Abound Wealth Management 0.00% Add +50.9% 163 $2K
Bogart Wealth, LLC 0.00% Add +45.5% 163 $2K
Old Second National Bank of Aurora 0.00% No change 162 $2K
Resources Management Corp. /CT/ 0.00% No change 141 $2K
Riverview Trust Co 0.00% No change 158 $2K
Cornerstone Financial Management LLC 0.00% — 158 $2K
Colonial Trust Advisors 0.00% Reduce -38.8% 158 $2K
Kentucky Trust Co 0.00% Add +12.1% 157 $2K
LRI Investments, LLC 0.00% Reduce -63.0% 155 $2K
Teachers Insurance & Annuity Association of America 0.00% No change 152 $2K
American Capital Advisory, LLC 0.00% Add +5.6% 151 $2K
McGuire Capital Advisors Inc. 0.00% — 150 $2K
Laurel Wealth Advisors LLC 0.00% New 149 $2K
Litman Gregory Wealth Management LLC 0.00% New 145 $2K
Tompkins Financial Corp. 0.00% Reduce -79.5% 145 $2K
Field & Main Bank 0.00% No change 141 $2K
Wilkerson Advisory Group LLC 0.00% — 138 $2K
Nvwm, LLC 0.00% No change 134 $2K
Delta Asset Management LLC 0.00% Reduce -8.8% 134 $2K
CNB Bank 0.00% No change 131 $2K
JNBA Financial Advisors 0.00% Add +167.3% 131 $2K
SJS Investment Consulting Inc. 0.00% Add +10.3% 128 $2K
Optima Capital LLC 0.00% New 127 $2K
Kilter Group LLC 0.00% No change 125 $2K
Essential Investment Partners LLC 0.00% — 124 $2K
Evermay Wealth Management LLC 0.00% Reduce -64.3% 124 $2K
Rogco, LP 0.00% No change 121 $2K
Raffa Wealth Management, LLC 0.00% No change 121 $2K
Hughes Financial Services, LLC 0.00% No change 121 $2K
N.E.W. Advisory Services LLC 0.00% No change 116 $1K
Networth Advisors, LLC 0.00% — 114 $1K
Murphy & Mullick Capital Management Corp 0.00% Add +28.2% 109 $1K
Redwood Park Advisors LLC 0.00% Add +0.9% 106 $1K
Tradewinds Capital Management, LLC 0.00% Reduce -11.9% 104 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +40.3% 101 $1K
Perkins Coie Trust Co 0.00% New 100 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -86.3% 96 $1K
Picton Mahoney Asset Management 0.00% No change 96 $1K
CBIZ Investment Advisory Services, LLC 0.00% No change 95 $1K
First Command Advisory Services, Inc. 0.00% New 90 $1K
Darwin Wealth Management, LLC 0.00% No change 88 $1K
Dogwood Wealth Management LLC 0.00% New 88 $1K
Piscataqua Savings Bank 0.00% Reduce -69.4% 86 $1K
Intesa Sanpaolo Wealth Management 0.00% — 83 $1K
Motiv8 Investments LLC 0.00% New 51 $1K
First PREMIER Bank 0.00% No change 78 $1K
Investment Research & Advisory Group, Inc. 0.00% No change 43 $996
Valued Wealth Advisors LLC 0.00% Add +21.5% 79 $983
Sittner & Nelson, LLC 0.00% Add +55.8% 67 $977
Goodman Advisory Group, LLC 0.00% No change 76 $947
HFM Investment Advisors, LLC 0.00% Add +27.6% 74 $922
Pinney & Scofield, Inc. 0.00% No change 74 $921
Advocate Investing Services LLC 0.00% — 73 $909
Holos Integrated Wealth LLC 0.00% No change 72 $897
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 71 $884
Elevated Capital Advisors, LLC 0.00% New 71 $884
Quaker Wealth Management, LLC 0.00% Add +14.8% 70 $876
Quarry LP 0.00% New 70 $872
Atlantic Edge Private Wealth Management, LLC 0.00% No change 69 $860
Clean Yield Group 0.00% Reduce -50.0% 69 $859
Winnacle Wealth LLC 0.00% New 66 $858
Horizon Financial Services, LLC 0.00% New 68 $847
Indiana Trust & Investment Management Co 0.00% Reduce -15.0% 68 $847
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 68 $847
Olistico Wealth, LLC 0.00% New 66 $822
Activest Wealth Management 0.00% Reduce -8.3% 66 $822
True Wealth Design, LLC 0.00% Add +266.7% 66 $822
GPS Wealth Strategies Group, LLC 0.00% Reduce -5.9% 64 $802
TD Capital Management LLC 0.00% Add +1.8% 58 $721
Chilton Capital Management LLC 0.00% New 54 $673
Strengthening Families & Communities, LLC 0.00% Reduce -70.5% 54 $672
Purpose Unlimited Inc. 0.00% — 53 $660
IFS Advisors, LLC 0.00% No change 51 $634
Mb, Levis & Associates, LLC 0.00% No change 48 $598
Align Financial, LLC 0.00% — 598 $598
Harbor Asset Planning, Inc. 0.00% No change 47 $583
Armstrong Advisory Group, Inc. 0.00% No change 47 $581
Meramec Financial Planners, LLC 0.00% — 37 $540
Sunrise Financial Services, LLC 0.00% — 41 $510
Commonwealth Retirement Investments LLC 0.00% New 40 $498
Fairway Wealth LLC 0.00% No change 39 $486
Pension & Wealth Management Advisors, Inc. 0.00% No change 37 $461
Kozak & Associates, Inc. 0.00% Add +2.9% 35 $444
Quest 10 Wealth Builders, Inc. 0.00% Reduce -2.7% 36 $443
Wolff Wiese Magana LLC 0.00% Reduce -12.5% 35 $433
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 34 $423
Trust Co 0.00% New 34 $423
WestEnd Advisors, LLC 0.00% Reduce -8.8% 31 $386
Tucker Asset Management LLC 0.00% New 30 $374
Frazier Financial Advisors, LLC 0.00% Add +3.5% 30 $368
New Millennium Group LLC 0.00% No change 27 $337
Three Bearings Fiduciary Advisors, Inc. 0.00% — 24 $315
SHP Wealth Management 0.00% — 25 $307
Camelot Portfolios, LLC 0.00% New 24 $299
Wealth Preservation Advisors, LLC 0.00% No change 24 $299
DHJJ Financial Advisors, Ltd. 0.00% No change 24 $299
Glass Jacobson Investment Advisors llc 0.00% No change 24 $299
Rossby Financial, LCC 0.00% No change 24 $299
BOK Financial Private Wealth, Inc. 0.00% New 24 $299
Consultiva Wealth Management, Corp. 0.00% No change 24 $298
Chesapeake Asset Management LLC 0.00% No change 24 $298
Kingdom Financial Group LLC. 0.00% New 23 $284
Copia Wealth Management 0.00% No change 22 $274
Pittenger & Anderson Inc. 0.00% Add +175.0% 22 $268
CrossGen Wealth, LLC 0.00% — 21 $261
Maseco LLP 0.00% No change 20 $252
Financial Avengers, Inc. 0.00% Add +5.3% 20 $245
NorthAvenue LLC 0.00% — 19 $237
1015 Capital Partners, LLC 0.00% — 19 $237
Wealth Watch Advisors, INC 0.00% No change 19 $237
Bradley & Co. Private Wealth Management, LLC 0.00% No change 19 $236
HHM Wealth Advisors, LLC 0.00% No change 17 $212
Turning Point Benefit Group, Inc. 0.00% No change 17 $211
Marquette Asset Management, LLC 0.00% New 16 $200
Corsicana & Co. 0.00% No change 16 $199
Game Plan Financial Advisors, LLC 0.00% No change 15 $187
Bare Financial Services, Inc 0.00% No change 15 $187
VSM Wealth Advisory, LLC 0.00% No change 15 $187
Proathlete Wealth Management LLC 0.00% New 15 $186
Hurley Capital, LLC 0.00% Reduce -85.7% 15 $184
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 14 $175
SRH Advisors, LLC 0.00% No change 14 $174
Sawyer & Company, Inc 0.00% New 14 $174
Seneschal Advisors, LLC 0.00% No change 13 $162
Miller Wealth Advisors, LLC 0.00% No change 12 $149
Steph & Co. 0.00% No change 12 $149
Morton Brown Family Wealth, LLC 0.00% No change 12 $149
Gen-Wealth Partners Inc 0.00% No change 12 $149
Louisbourg Investments Inc. 0.00% No change 12 $149
American Wealth Advisors, LLC 0.00% No change 11 $138
Basepoint Wealth LLC 0.00% New 10 $130
Estate Planners Group, LLC 0.00% — 10 $125
Retirement Wealth Solutions LLC 0.00% No change 10 $123
Pacific Center for Financial Services 0.00% No change 12 $119
ROSS\JOHNSON & Associates LLC 0.00% No change 9 $112
Luminist Capital LLC 0.00% No change 9 $112
Affinity Wealth LLC 0.00% New 9 $112
American National Bank & Trust 0.00% No change 9 $112
Signature Resources Capital Management, LLC 0.00% No change 8 $100
Your Advocates Ltd., LLP 0.00% No change 6 $75
Park Place Capital Corp 0.00% No change 6 $75
PEAK6 LLC 0.00% Reduce -90.6% 5 $62
Front Row Advisors LLC 0.00% No change 4 $53
Blume Capital Management, Inc. 0.00% Reduce -84.2% 3 $38
Rakuten Securities, Inc. 0.00% New 2 $25
Torren Management, LLC 0.00% — 2 $19
Global Trust Asset Management, LLC 0.00% No change 1 $15
Bollard Group LLC 0.00% Add +3.5% 30 $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.