Webster FinancialWBS
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 515 institutions reported holding Webster Financial Corp. (WBS) in their 13F filings, up 17 from Q2 2025. 65 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($913.1M) and FMR LLC ($519.2M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Webster Financial Corp.
- CUSIP
- 947890109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $199.6M |
| Exits | 42 | $33.4M |
All 13F filers, Q2 2025 → Q3 2025: 10,988,528 shares bought and 11,895,175 shares sold, net −906,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.0% | 17,146,498 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -0.6% | 15,360,880 | $913.1M |
| FMR LLC | 0.03% | Reduce -20.3% | 8,735,546 | $519.2M |
| Dimensional Fund Advisors LP | 0.10% | Add +2.5% | 7,812,965 | $464.4M |
| State Street Corp. | 0.01% | Reduce -5.6% | 6,613,939 | $393.1M |
| Invesco Ltd. | 0.05% | Add +1.2% | 5,359,474 | $318.6M |
| T. Rowe Price Associates Inc. | 0.03% | Add +2.1% | 4,533,070 | $269.4M |
| Capital International Investors | 0.04% | Add +2.2% | 4,160,605 | $247.3M |
| Earnest Partners LLC | 0.82% | Add +0.6% | 3,163,124 | $188.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 3,129,690 | $186.1M |
| Macquarie Group Ltd. | 0.19% | Reduce -5.0% | 2,699,119 | $160.4M |
| American Century Companies Inc. | 0.08% | Reduce -24.9% | 2,594,065 | $154.2M |
| Bank of America Corp. | 0.01% | Reduce -2.2% | 2,443,463 | $145.2M |
| Citadel Advisors | 0.11% | Reduce -40.1% | 2,171,348 | $129.1M |
| Bank of Montreal | 0.05% | Add +65.2% | 2,070,013 | $123.0M |
| Alyeska Investment Group, L.P. | 0.37% | Add +7442.8% | 2,032,937 | $120.8M |
| Davis Asset Management, L.P. | 4.23% | No change | 2,000,000 | $118.9M |
| Sei Investments Co. | 0.11% | Reduce -0.8% | 1,727,777 | $102.7M |
| Pzena Investment Management LLC | 0.32% | Add +2.5% | 1,652,636 | $98.2M |
| Morgan Stanley | 0.01% | Add +10.6% | 1,652,018 | $98.2M |
| Alliancebernstein L.P. | 0.03% | Add +7.1% | 1,591,670 | $94.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.3% | 1,474,941 | $87.7M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 1,461,003 | $86.8M |
| Azora Capital LP | 3.90% | Reduce -25.0% | 1,415,461 | $84.1M |
| Millennium Management | 0.07% | Reduce -8.9% | 1,385,199 | $82.3M |
| 140 Summer Partners LP | 6.69% | New | 1,269,592 | $75.5M |
| Basswood Capital Management, L.L.C. | 3.40% | Add +1.8% | 1,233,267 | $73.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -9.1% | 1,195,470 | $71.1M |
| AQR Capital Management | 0.04% | Reduce -25.2% | 1,170,755 | $69.6M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -17.0% | 1,094,633 | $64.6M |
| Systematic Financial Management LP | 1.47% | Add +0.1% | 1,015,145 | $60.3M |
| Verition Fund Management LLC | 0.36% | Reduce -2.6% | 1,001,548 | $59.5M |
| Point72 Asset Management | 0.11% | Add +153.3% | 815,468 | $48.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -8.2% | 815,225 | $48.5M |
| Frontier Capital Management Co. LLC | 0.43% | Add +4.0% | 807,529 | $48.0M |
| Boston Partners | 0.05% | Add +17.8% | 761,572 | $45.3M |
| Par Capital Management Inc. | 1.32% | No change | 750,000 | $44.6M |
| Holocene Advisors, LP | 0.10% | New | 744,510 | $44.3M |
| Fisher Asset Management | 0.02% | Reduce -6.8% | 741,584 | $44.1M |
| UBS Group AG | 0.01% | Add +12.2% | 735,472 | $43.7M |
| Balyasny Asset Management L.P. | 0.09% | Add +2735.9% | 735,151 | $43.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.19% | Reduce -19.6% | 687,832 | $40.9M |
| FJ Capital Management LLC | 3.96% | Reduce -8.2% | 624,464 | $37.1M |
| Qube Research & Technologies Ltd | 0.05% | Add +11.8% | 622,784 | $37.0M |
| Samlyn Capital, LLC | 0.52% | Reduce -9.4% | 611,231 | $36.3M |
| Polaris Capital Management, LLC | 2.37% | Reduce -2.7% | 607,101 | $36.1M |
| Stieven Capital Advisors, L.P. | 6.62% | Add +0.1% | 590,488 | $35.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.5% | 536,046 | $31.9M |
| Bridgewater Associates | 0.12% | Add +168.8% | 535,348 | $31.8M |
| Algebris (uk) Ltd. | 3.64% | Add +35.9% | 532,639 | $31.6M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 519,265 | $30.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.51% | Reduce -1.1% | 505,474 | $30.0M |
| First Trust Advisors LP | 0.02% | Reduce -5.0% | 502,167 | $29.8M |
| Retirement Systems of Alabama | 0.10% | Add +8.9% | 498,599 | $29.6M |
| Rhumbline Advisers | 0.02% | Reduce -1.5% | 494,015 | $29.4M |
| Natixis Advisors, LLC | 0.04% | Add +14.3% | 461,419 | $27.4M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +5.9% | 425,218 | $25.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -34.3% | 410,113 | $24.4M |
| Ameriprise Financial Inc. | 0.01% | Add +0.8% | 409,275 | $24.3M |
| Marshall Wace, LLP | 0.03% | Add +61.5% | 391,212 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.5% | 372,761 | $22.2M |
| State of Wisconsin Investment Board | 0.05% | Reduce -0.8% | 370,188 | $22.0M |
| Algert Global LLC | 0.36% | Add +13.4% | 359,540 | $21.4M |
| Assenagon Asset Management S.A. | 0.03% | Add +959.3% | 358,294 | $21.3M |
| Wellington Management Group LLP | 0.00% | Reduce -54.1% | 332,526 | $19.8M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 326,100 | $19.4M |
| California Public Employees Retirement System | 0.01% | Add +9.1% | 318,873 | $19.0M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -42.5% | 314,126 | $18.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +0.8% | 286,748 | $17.0M |
| Interval Partners, LP | 0.35% | Add +25.6% | 274,458 | $16.3M |
| Maltese Capital Management LLC | 2.47% | Add +3.4% | 268,800 | $16.0M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.6% | 268,660 | $16.0M |
| Raymond James Financial Inc. | 0.01% | Add +4.5% | 268,204 | $15.9M |
| Nuveen, LLC | 0.00% | Reduce -36.9% | 263,548 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -4.4% | 261,928 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +17.2% | 253,991 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 252,901 | $15.0M |
| Jane Street Group, LLC | 0.02% | Add +37.9% | 251,208 | $14.9M |
| Nitorum Capital, L.P. | 2.51% | Reduce -29.4% | 240,621 | $14.3M |
| Whittier Trust Co. | 0.14% | Add +37.0% | 208,492 | $12.4M |
| First Eagle Investment Management, LLC | 0.02% | Add +7.8% | 206,809 | $12.3M |
| Leeward Investments, LLC - MA | 0.63% | Reduce -3.5% | 206,779 | $12.3M |
| Prudential Financial Inc. | 0.01% | Reduce -40.9% | 194,013 | $11.5M |
| Moore Capital Management, LP | 0.21% | Reduce -18.8% | 176,800 | $10.5M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -15.8% | 175,628 | $10.4M |
| Point72 Europe (London) LLP | 0.56% | New | 172,120 | $10.2M |
| Barclays PLC | 0.00% | Add +3.6% | 165,083 | $9.8M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 163,065 | $9.7M |
| Dana Investment Advisors, Inc. | 0.28% | Reduce -0.7% | 160,614 | $9.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.2% | 156,791 | $9.3M |
| Nicholas Company, Inc. | 0.15% | Reduce -0.0% | 151,529 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -1.1% | 148,382 | $8.8M |
| Trillium Asset Management, LLC | 0.23% | Reduce -1.6% | 145,654 | $8.7M |
| Quantbot Technologies LP | 0.23% | New | 143,008 | $8.5M |
| Royal Bank of Canada | 0.00% | Add +13.2% | 142,464 | $8.5M |
| Groupama Asset Managment | 0.13% | Reduce -0.5% | 142,272 | $8.5M |
| Strategic Value Bank Partners LLC | 5.90% | No change | 139,577 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -23.9% | 138,179 | $8.2M |
| Twin Tree Management, LP | 0.38% | Add +52.7% | 137,913 | $8.2M |
| Trexquant Investment LP | 0.08% | Add +88.2% | 135,892 | $8.1M |
| Franklin Resources Inc. | 0.00% | Reduce -8.0% | 130,636 | $7.8M |
| Twinbeech Capital LP | 0.29% | Add +1535.2% | 125,078 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.9% | 123,680 | $7.4M |
| Engineers Gate Manager LP | 0.08% | Add +577.4% | 123,572 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.3% | 116,042 | $6.9M |
| Hunter Perkins Capital Management, LLC | 1.53% | Reduce -2.1% | 115,709 | $6.9M |
| Whittier Trust Co. of Nevada Inc. | 0.14% | Add +37.6% | 113,544 | $6.8M |
| ExodusPoint Capital Management, LP | 0.09% | Add +198.8% | 105,955 | $6.3M |
| Petiole USA ltd | 4.18% | No change | 101,875 | $6.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 100,000 | $5.9M |
| King Luther Capital Management Corp. | 0.02% | No change | 98,899 | $5.9M |
| Crawford Investment Counsel Inc. | 0.10% | Add +12.9% | 98,863 | $5.9M |
| Tompkins Financial Corp. | 0.47% | No change | 95,539 | $5.7M |
| Sterling Capital Management LLC | 0.08% | Add +1.5% | 93,717 | $5.6M |
| Cambiar Investors LLC | 0.25% | Reduce -41.9% | 93,006 | $5.5M |
| Stablepoint Partners, LLC | 0.86% | Add +3.5% | 91,048 | $5.4M |
| LPL Financial LLC | 0.00% | Add +17.9% | 90,399 | $5.4M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +0.1% | 86,132 | $5.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.7% | 85,436 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.3% | 82,548 | $4.9M |
| Boothbay Fund Management, LLC | 0.12% | New | 78,738 | $4.7M |
| Creative Planning | 0.00% | Add +22.8% | 78,636 | $4.7M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -8.3% | 76,751 | $4.6M |
| Amalgamated Bank | 0.03% | Reduce -1.3% | 75,929 | $4.5M |
| Magnetar Financial LLC | 0.03% | New | 75,620 | $4.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 75,221 | $4.5M |
| Gator Capital Management, LLC | 1.14% | Add +0.8% | 74,995 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +15.3% | 74,139 | $4.4M |
| Janus Henderson Group PLC | 0.00% | No change | 73,400 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -28.1% | 72,031 | $4.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.7% | 71,685 | $4.3M |
| HSBC Holdings PLC | 0.00% | New | 71,720 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 70,156 | $4.2M |
| AlphaQuest LLC | 0.27% | Add +9.2% | 70,126 | $4.2M |
| Ieq Capital, LLC | 0.01% | Reduce -21.7% | 69,805 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.0% | 69,290 | $4.1M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +172.0% | 69,013 | $4.1M |
| Prudential PLC | 0.03% | Add +313.1% | 67,446 | $4.0M |
| HRT Financial LP | 0.01% | New | 65,092 | $3.9M |
| Arax Advisory Partners | 0.06% | Add +11305.6% | 65,012 | $3.9M |
| Comerica Bank | 0.01% | Reduce -5.5% | 63,693 | $3.8M |
| Allianz Asset Management GmbH | 0.00% | New | 60,824 | $3.6M |
| Quantinno Capital Management LP | 0.01% | Add +26.6% | 60,736 | $3.6M |
| Horizon Investments, LLC | 0.05% | Add +46.0% | 60,432 | $3.6M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -47.4% | 59,634 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -25.2% | 58,326 | $3.5M |
| Hillsdale Investment Management Inc. | 0.10% | New | 58,100 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +2.4% | 58,092 | $3.5M |
| Cinctive Capital Management LP | 0.17% | Add +3.8% | 57,141 | $3.4M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -6.1% | 56,793 | $3.4M |
| Handelsbanken Fonder AB | 0.01% | Add +33.9% | 56,093 | $3.3M |
| GAMCO Investors | 0.03% | Reduce -33.3% | 54,799 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -7.1% | 54,534 | $3.2M |
| Cardinal Capital Management | 0.45% | Add +2.7% | 54,465 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Add +4.3% | 54,186 | $3.2M |
| Curi Capital, LLC | 0.06% | Reduce -21.0% | 54,119 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.8% | 53,857 | $3.2M |
| Polar Asset Management Partners Inc. | 0.09% | Add +186.3% | 53,817 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 53,146 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +9.4% | 52,971 | $3.1M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +1.2% | 50,751 | $3.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -7.8% | 50,036 | $3.0M |
| Arizona State Retirement System | 0.02% | Reduce -0.5% | 49,782 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.4% | 48,004 | $2.9M |
| Advisory Research Inc. | 0.37% | No change | 47,532 | $2.8M |
| National Bank of Canada | 0.00% | New | 46,377 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.1% | 46,300 | $2.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -42.7% | 46,203 | $2.7M |
| Orange Investment Advisors, Inc. | 0.28% | Reduce -0.6% | 45,884 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 45,563 | $2.7M |
| Los Angeles Capital Management LLC | 0.01% | New | 45,227 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.3% | 42,651 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -3.8% | 42,612 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +31.1% | 42,212 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +15.6% | 42,012 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.4% | 40,982 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.7% | 40,816 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -2.2% | 39,544 | $2.4M |
| Cwm, LLC | 0.01% | Add +1.3% | 38,802 | $2.3M |
| Pinnbrook Capital Management LP | 0.42% | New | 37,924 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +6.0% | 37,366 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.4% | 37,043 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.3% | 36,295 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +64.3% | 35,663 | $2.1M |
| New Mexico Educational Retirement Board | 0.07% | No change | 35,514 | $2.1M |
| PMC FIG Opportunities LLC | 3.22% | New | 35,353 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.7% | 35,100 | $2.1M |
| Caption Management, LLC | 0.12% | Reduce -29.3% | 34,371 | $2.0M |
| Elizabeth Park Capital Advisors, Ltd. | 1.64% | New | 34,000 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.15% | New | 33,496 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.9% | 33,424 | $2.0M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +231.5% | 33,220 | $2.0M |
| Dynamic Technology Lab Private Ltd | 0.33% | Add +115.3% | 32,940 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +37.3% | 32,591 | $1.9M |
| EJF Capital LP | 1.11% | Add +195.3% | 32,193 | $1.9M |
| Federated Hermes, Inc. | 0.00% | Reduce -8.2% | 30,630 | $1.8M |
| XTX Topco Ltd | 0.09% | Reduce -10.7% | 30,538 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +9.9% | 30,484 | $1.8M |
| Kahn Brothers Group Inc. | 0.34% | Add +0.3% | 30,173 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | New | 30,049 | $1.8M |
| Centiva Capital, LP | 0.17% | New | 29,882 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.3% | 29,582 | $1.8M |
| Bard Financial Services, Inc. | 0.19% | Reduce -0.9% | 28,800 | $1.7M |
| Man Group plc | 0.00% | Reduce -63.8% | 28,399 | $1.7M |
| John G Ullman & Associates Inc. | 0.22% | Reduce -1.7% | 27,850 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +14.1% | 27,630 | $1.6M |
| Ossiam | 0.02% | New | 27,500 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +62.2% | 27,034 | $1.6M |
| Trust Investment Advisors | 0.87% | Add +0.8% | 26,115 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Reduce -1.8% | 25,830 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.5% | 25,757 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | No change | 25,736 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -20.9% | 25,435 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 24,612 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.2% | 24,111 | $1.4M |
| Capital International, Inc. | 0.01% | Reduce -1.3% | 23,720 | $1.4M |
| Fifth Third Bancorp | 0.00% | Reduce -5.6% | 23,616 | $1.4M |
| Amundi | 0.00% | Reduce -79.6% | 22,469 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.3% | 23,198 | $1.4M |
| Point72 (DIFC) Ltd | 0.10% | Add +279.5% | 23,055 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -4.7% | 22,970 | $1.4M |
| LRI Investments, LLC | 0.11% | No change | 22,855 | $1.4M |
| TimesSquare Capital Management, LLC | 0.02% | Add +0.3% | 22,661 | $1.3M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -57.8% | 22,324 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -18.1% | 22,188 | $1.3M |
| SummitTX Capital, L.P. | 0.05% | Reduce -41.7% | 22,168 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -4.6% | 21,212 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +44.8% | 20,336 | $1.2M |
| Vestcor Inc | 0.04% | New | 20,091 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 19,967 | $1.2M |
| Xponance LLC | 0.01% | Reduce -1.7% | 18,869 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 18,650 | $1.1M |
| Commerce Bank | 0.01% | No change | 18,610 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.5% | 18,377 | $1.1M |
| Gabelli Funds LLC | 0.01% | Add +10.2% | 18,300 | $1.1M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.52% | No change | 18,000 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -11.3% | 17,955 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.1% | 17,938 | $1.1M |
| Prelude Capital Management, LLC | 0.08% | New | 17,701 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -3.1% | 17,292 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -2.1% | 17,283 | $1.0M |
| Inspire Investing, LLC | 0.10% | Add +141.1% | 17,103 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +9.4% | 16,561 | $984K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +53.3% | 16,392 | $974K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.6% | 16,288 | $968K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +0.6% | 15,900 | $945K |
| Lighthouse Investment Partners, LLC | 0.03% | Add +16.1% | 15,820 | $940K |
| Essex Financial Services, Inc. | 0.06% | Reduce -21.9% | 15,739 | $936K |
| BCGM Wealth Management, LLC | 0.23% | Reduce -6.6% | 15,090 | $897K |
| Ulysses Management LLC | 0.21% | New | 15,000 | $892K |
| Voya Investment Management LLC | 0.00% | Reduce -25.7% | 13,882 | $825K |
| PEAK6 LLC | 0.02% | New | 13,843 | $823K |
| Weiss Asset Management LP | 0.01% | New | 13,617 | $809K |
| NewEdge Advisors, LLC | 0.00% | Add +1078.2% | 13,490 | $802K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 13,109 | $779K |
| Latitude Advisors, LLC | 0.34% | No change | 12,636 | $751K |
| NJ State Employees Deferred Compensation Plan | 0.08% | No change | 12,558 | $746K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.9% | 12,446 | $740K |
| Arkadios Wealth Advisors | 0.02% | Add +2.4% | 12,410 | $738K |
| Tidal Investments LLC | 0.00% | Add +0.0% | 12,328 | $733K |
| NorthRock Partners, LLC | 0.01% | Add +12.5% | 12,126 | $721K |
| Sutton Place Investors LLC | 0.41% | Reduce -1.6% | 11,995 | $713K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.11% | Add +100.4% | 11,781 | $700K |
| Persistent Asset Partners Ltd | 0.49% | New | 11,363 | $675K |
| Voleon Capital Management LP | 0.02% | New | 11,352 | $675K |
| Sapience Investments, LLC | 2.63% | Reduce -84.5% | 11,275 | $670K |
| Corient Private Wealth LP | 0.00% | Reduce -29.1% | 11,109 | $660K |
| Founders Capital Management, LLC | 0.10% | No change | 11,079 | $659K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -0.8% | 10,788 | $641K |
| Lecap Asset Management Ltd. | 0.22% | Add +3.2% | 10,655 | $633K |
| Circle Wealth Management, LLC | 0.01% | No change | 10,270 | $610K |
| Verdence Capital Advisors LLC | 0.03% | Add +4.1% | 10,328 | $590K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 9,716 | $578K |
| Essential Partners LLC | 0.19% | Add +0.3% | 9,709 | $577K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,588 | $570K |
| CenterBook Partners LP | 0.03% | Add +32.1% | 9,546 | $567K |
| Blue Trust, Inc. | 0.01% | Add +8.2% | 9,460 | $562K |
| Quadrant Capital Group LLC | 0.02% | Add +0.2% | 9,296 | $553K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -84.9% | 9,272 | $551K |
| Perigon Wealth Management, LLC | 0.01% | Add +111.0% | 9,174 | $545K |
| Evergreen Capital Management LLC | 0.01% | Add +14.6% | 9,145 | $544K |
| Pallas Capital Advisors LLC | 0.02% | Add +4.9% | 9,106 | $541K |
| Maryland State Retirement & Pension System | 0.01% | Add +13.2% | 9,031 | $537K |
| Bailard, Inc. | 0.01% | Reduce -17.4% | 9,006 | $535K |
| Utah Retirement Systems | 0.01% | No change | 8,844 | $526K |
| Webster Bank, N. A. | 0.05% | No change | 8,807 | $523K |
| 111 Capital | 0.10% | Add +52.7% | 8,689 | $516K |
| HB Wealth Management, LLC | 0.00% | Add +30.0% | 8,427 | $501K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -12.4% | 8,390 | $499K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +9.6% | 8,132 | $483K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 8,077 | $480K |
| F/m Investments LLC | 0.02% | Reduce -2.5% | 8,035 | $478K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -3.0% | 7,972 | $474K |
| Merit Financial Group, LLC | 0.00% | Reduce -41.8% | 7,961 | $473K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.6% | 7,863 | $467K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.9% | 7,832 | $466K |
| Focus Partners Wealth | 0.00% | Reduce -5.0% | 7,819 | $465K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +19.7% | 8,089 | $464K |
| Swiss Life Asset Management Ltd | 0.00% | Add +76.5% | 7,814 | $464K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 7,792 | $463K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -16.3% | 7,700 | $458K |
| Fiduciary Trust Co | 0.01% | Add +77.2% | 7,685 | $457K |
| Wedmont Private Capital | 0.02% | Add +2.9% | 7,548 | $454K |
| Alps Advisors Inc. | 0.00% | Add +1.4% | 7,411 | $441K |
| Signaturefd, LLC | 0.01% | Reduce -0.1% | 7,378 | $439K |
| Virtu Financial LLC | 0.02% | New | 7,367 | $438K |
| Ethic Inc. | 0.01% | Add +2.0% | 7,072 | $420K |
| Savant Capital, LLC | 0.00% | Add +24.9% | 7,070 | $420K |
| ProShare Advisors LLC | 0.00% | Reduce -5.2% | 7,068 | $420K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.7% | 7,059 | $420K |
| Forum Financial Management, LP | 0.01% | Add +17.3% | 6,881 | $409K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,892 | $405K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 6,788 | $403K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.6% | 6,784 | $403K |
| Brighton Jones LLC | 0.01% | Add +11.6% | 6,750 | $401K |
| Resources Management Corp. /CT/ | 0.05% | No change | 6,720 | $399K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 6,611 | $393K |
| Choreo, LLC | 0.01% | Reduce -34.4% | 6,529 | $388K |
| Jefferies Financial Group Inc. | 0.00% | Add +85.7% | 6,500 | $386K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.8% | 6,346 | $377K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.2% | 6,262 | $372K |
| Glenmede Investment Management, LP | 0.00% | Add +27.2% | 6,145 | $365K |
| Shelton Capital Management | 0.01% | Reduce -2.8% | 5,966 | $355K |
| PenderFund Capital Management Ltd. | 0.13% | No change | 5,838 | $347K |
| US Bancorp \de | 0.00% | Reduce -4.9% | 5,825 | $346K |
| Vident Advisory, LLC | 0.00% | Add +7.7% | 5,819 | $346K |
| Ritholtz Wealth Management | 0.01% | New | 5,798 | $345K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 5,758 | $342K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,718 | $340K |
| Sivia Capital Partners, LLC | 0.10% | Add +21.8% | 5,673 | $337K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -9.4% | 5,544 | $330K |
| Ballentine Partners, LLC | 0.00% | Add +8.0% | 5,502 | $327K |
| Profund Advisors LLC | 0.01% | Reduce -0.1% | 5,495 | $327K |
| Oxford Asset Management LLP | 0.11% | New | 5,446 | $324K |
| Cibc World Market Inc. | 0.00% | Reduce -44.1% | 5,435 | $323K |
| Blair William & Co. | 0.00% | Add +0.3% | 5,412 | $322K |
| D. E. Shaw & Co. | 0.00% | Reduce -97.3% | 5,386 | $320K |
| CIBC Asset Management Inc | 0.00% | No change | 5,357 | $318K |
| Krilogy Financial LLC | 0.01% | New | 5,562 | $318K |
| Panagora Asset Management Inc. | 0.00% | Reduce -5.0% | 5,300 | $315K |
| Greenleaf Trust | 0.00% | Add +0.6% | 5,284 | $314K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 5,269 | $313K |
| Sky Investment Group LLC | 0.05% | No change | 5,186 | $308K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -3.8% | 5,107 | $304K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 5,107 | $304K |
| Firestone Capital Management | 0.07% | No change | 5,093 | $303K |
| Clearbridge Investments, LLC | 0.00% | No change | 5,010 | $298K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 4,951 | $294K |
| KBC Group NV | 0.00% | Reduce -76.6% | 4,779 | $284K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,746 | $282K |
| Park Avenue Securities LLC | 0.00% | New | 4,705 | $280K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,570 | $272K |
| Aviva PLC | 0.00% | Reduce -53.3% | 4,520 | $269K |
| Compound Planning, Inc. | 0.01% | Add +20.4% | 4,456 | $265K |
| Investmark Advisory Group LLC | 0.11% | Add +0.5% | 4,404 | $262K |
| GAMMA Investing LLC | 0.01% | Add +9.7% | 4,404 | $262K |
| Impact Partnership Wealth, LLC | 0.04% | New | 4,382 | $260K |
| JB Capital LLC | 0.01% | Add +0.4% | 4,316 | $257K |
| Venturi Wealth Management, LLC | 0.01% | No change | 4,307 | $256K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -52.0% | 4,306 | $256K |
| William Blair Investment Management, LLC | 0.00% | Reduce -4.8% | 4,286 | $255K |
| Paragon Capital Management Ltd | 0.05% | Reduce -5.2% | 4,181 | $249K |
| Penbrook Management LLC | 0.17% | Reduce -17.7% | 4,180 | $248K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.8% | 4,153 | $247K |
| Beck Mack & Oliver LLC | 0.00% | No change | 4,091 | $243K |
| Fieldview Capital Management, LLC | 0.04% | New | 4,085 | $243K |
| SlateStone Wealth, LLC | 0.02% | No change | 4,039 | $240K |
| PFG Investments, LLC | 0.01% | Add +0.6% | 4,009 | $238K |
| &partners | 0.00% | Add +4.9% | 4,016 | $238K |
| STRS Ohio | 0.00% | Reduce -89.4% | 4,001 | $238K |
| Wetzel Investment Advisors, Inc. | 0.10% | Reduce -4.8% | 4,000 | $238K |
| Benin Management CORP | 0.06% | No change | 4,000 | $238K |
| Guggenheim Capital LLC | 0.00% | Reduce -50.3% | 3,877 | $230K |
| Venture Visionary Partners LLC | 0.01% | No change | 3,864 | $230K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.6% | 3,862 | $230K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 3,805 | $226K |
| Mystic Asset Management, Inc. | 0.05% | New | 3,782 | $225K |
| Bayforest Capital Ltd | 0.10% | Reduce -24.7% | 3,714 | $221K |
| OP Asset Management Ltd | 0.00% | No change | 3,712 | $221K |
| Mutual Advisors, LLC | 0.00% | New | 3,912 | $218K |
| Occudo Quantitative Strategies LP | 0.03% | New | 3,645 | $217K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 3,588 | $213K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.1% | 3,572 | $212K |
| Smartleaf Asset Management LLC | 0.01% | Add +110.9% | 3,539 | $211K |
| Platform Technology Partners | 0.05% | Reduce -9.6% | 3,541 | $210K |
| Aaron Wealth Advisors LLC | 0.01% | New | 3,518 | $209K |
| Shell Asset Management Co. | 0.02% | Reduce -56.2% | 3,511 | $209K |
| Vise Technologies, Inc. | 0.01% | New | 3,403 | $202K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -3.5% | 3,352 | $199K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.8% | 3,195 | $190K |
| Abich Financial Wealth Management LLC | 0.07% | — | 3,194 | $190K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.4% | 2,973 | $177K |
| HighMark Wealth Management LLC | 0.07% | Add +0.7% | 2,861 | $170K |
| South Dakota Investment Council | 0.00% | No change | 2,649 | $157K |
| Versant Capital Management, Inc | 0.02% | No change | 2,552 | $152K |
| Assetmark, Inc. | 0.00% | Add +6.6% | 2,351 | $140K |
| NBT Bank, N.A. | 0.01% | Reduce -39.8% | 2,259 | $134K |
| State of Wyoming | 0.01% | Add +15.6% | 1,977 | $118K |
| UMB Bank, n.a. | 0.00% | Add +1.5% | 1,851 | $110K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +22.0% | 1,720 | $102K |
| Danske Bank A/S | 0.00% | Reduce -8.2% | 1,700 | $101K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -3.7% | 1,677 | $100K |
| Hartford Financial Management Inc. | 0.03% | Reduce -25.7% | 1,607 | $95K |
| CI Investments Inc. | 0.00% | Reduce -27.7% | 1,599 | $95K |
| Hilltop National Bank | 0.02% | No change | 1,463 | $87K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,463 | $87K |
| Allworth Financial LP | 0.00% | Add +12.6% | 1,412 | $84K |
| Hantz Financial Services, Inc. | 0.00% | Add +55.2% | 1,395 | $83K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1149.5% | 1,387 | $82K |
| Jones Financial Companies LLLP | 0.00% | Add +24.0% | 1,322 | $79K |
| First Horizon Corp. | 0.00% | — | 1,283 | $76K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -49.9% | 1,257 | $75K |
| Rothschild Investment LLC | 0.00% | Add +3970.0% | 1,221 | $73K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,198 | $71K |
| Parallel Advisors, LLC | 0.00% | Add +10.1% | 1,186 | $70K |
| Spurstone Advisory Services, LLC | 0.94% | No change | 1,104 | $66K |
| Bessemer Group Inc. | 0.00% | Add +42.9% | 999 | $59K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 971 | $58K |
| Lanark Financial, Inc. | 0.00% | No change | 893 | $53K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -1.3% | 854 | $51K |
| Principal Securities, Inc. | 0.00% | Add +38.7% | 853 | $51K |
| Grove Bank & Trust | 0.01% | Add +9.6% | 847 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | Add +27.9% | 839 | $50K |
| Salzhauer Michael | 0.03% | No change | 40,289 | $49K |
| Quent Capital, LLC | 0.00% | New | 799 | $47K |
| IFP Advisors, Inc | 0.00% | No change | 783 | $47K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.0% | 763 | $45K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 739 | $44K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 682 | $41K |
| WPG Advisers, LLC | 0.03% | No change | 558 | $33K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 489 | $29K |
| Root Financial Partners, LLC | 0.00% | New | 482 | $29K |
| Trust Co. of Vermont | 0.00% | No change | 467 | $28K |
| Community Bank, N.A. | 0.00% | No change | 463 | $28K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -100.0% | 428 | $26K |
| Bokf, NA | 0.00% | New | 433 | $26K |
| Curat Global, LLC | 0.02% | No change | 425 | $25K |
| Covestor Ltd | 0.01% | Reduce -47.8% | 419 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 407 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +75.1% | 401 | $24K |
| Bangor Savings Bank | 0.00% | No change | 400 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.3% | 367 | $22K |
| Wolff Wiese Magana LLC | 0.01% | No change | 361 | $21K |
| Spire Wealth Management | 0.00% | No change | 339 | $20K |
| Advisory Services Network, LLC | 0.00% | New | 300 | $18K |
| Clearstead Advisors, LLC | 0.00% | Add +6.5% | 293 | $17K |
| Silicon Valley Capital Partners | 0.00% | Add +0.7% | 292 | $17K |
| True Wealth Design, LLC | 0.00% | Add +221.4% | 270 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +4.7% | 270 | $16K |
| Optiver Holding B.V. | 0.00% | Add +8533.3% | 259 | $15K |
| Red Tortoise LLC | 0.01% | No change | 257 | $15K |
| Hemington Wealth Management | 0.00% | Add +13.5% | 236 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -22.7% | 232 | $14K |
| Private Wealth Management Group, LLC | 0.00% | No change | 225 | $13K |
| Ameriflex Group, Inc. | 0.00% | New | 222 | $13K |
| Peregrine Capital Management LLC | 0.00% | New | 210 | $12K |
| PFS Partners, LLC | 0.01% | No change | 202 | $12K |
| Quarry LP | 0.00% | New | 192 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 162 | $10K |
| MAI Capital Management | 0.00% | Reduce -18.8% | 156 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 153 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +6.4% | 150 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -11.5% | 146 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 143 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 140 | $8K |
| JPL Wealth Management, LLC | 0.00% | New | 135 | $8K |
| Huntington National Bank | 0.00% | No change | 133 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 128 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.8% | 125 | $7K |
| Sachetta, LLC | 0.00% | No change | 110 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 100 | $6K |
| Caitlin John, LLC | 0.00% | New | 98 | $6K |
| Private Trust Co. NA | 0.00% | No change | 97 | $6K |
| Binnacle Investments Inc | 0.00% | No change | 82 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 80 | $5K |
| First Pacific Financial | 0.00% | No change | 77 | $5K |
| Larson Financial Group LLC | 0.00% | Add +1420.0% | 76 | $5K |
| J.Safra Asset Management Corp | 0.00% | Reduce -83.2% | 72 | $4K |
| Avion Wealth | 0.00% | No change | 71 | $4K |
| Capital Analysts, LLC | 0.00% | No change | 68 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 65 | $4K |
| American National Bank & Trust | 0.00% | No change | 65 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 64 | $4K |
| SouthState Bank Corp | 0.00% | Reduce -7.3% | 63 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 59 | $4K |
| Millstone Evans Group, LLC | 0.00% | New | 53 | $3K |
| GW&K Investment Management, LLC | 0.00% | No change | 44 | $3K |
| Montag A & Associates Inc. | 0.00% | New | 43 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 35 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | Reduce -9.4% | 29 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 29 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 28 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +28.6% | 27 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 25 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 20 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 18 | $1K |
| Mather Group, Llc. | 0.00% | New | 18 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 17 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 22 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $952 |
| Financial Consulate, Inc. | 0.00% | New | 15 | $892 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -7.7% | 12 | $713 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +37.5% | 11 | $653 |
| Hughes Financial Services, LLC | 0.00% | No change | 11 | $630 |
| SBI Securities Co., Ltd. | 0.00% | Add +80.0% | 9 | $535 |
| Bare Financial Services, Inc | 0.00% | No change | 8 | $476 |
| Tortoise Investment Management, LLC | 0.00% | No change | 7 | $416 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $297 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $238 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $179 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -98.0% | 3 | $179 |
| Stone House Investment Management, LLC | 0.00% | New | 2 | $119 |
| Activest Wealth Management | 0.00% | No change | 1 | $59 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $59 |
"% of holder's portfolio" is WBS's weight in each manager's 13F, not the share of Webster Financial Corp. the manager owns.