Webster FinancialWBS
13F holders, Q4 2025 (December 31)538holders +23
65new positions
49sold out
10famous investors
$62.96avg. 13F price*
At the end of Q4 2025, 538 institutions reported holding Webster Financial Corp. (WBS) in their 13F filings, up 23 from Q3 2025. 65 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($936.7M) and Dimensional Fund Advisors LP ($498.5M). 10 famous investors held it, including John W. Rogers Jr. (0.4% of Ariel Investments's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Webster Financial Corp.
- CUSIP
- 947890109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $207.7M |
| Exits | 49 | $226.3M |
All 13F filers, Q3 2025 → Q4 2025: 9,123,332 shares bought and 14,972,477 shares sold, net −5,849,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 538 holders
| Vanguard Group Inc. | 0.02% | Reduce -3.8% | 16,501,536 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -3.1% | 14,882,541 | $936.7M |
| Dimensional Fund Advisors LP | 0.10% | Add +1.4% | 7,920,300 | $498.5M |
| FMR LLC | 0.02% | Reduce -11.5% | 7,728,688 | $486.4M |
| State Street Corp. | 0.01% | Reduce -3.8% | 6,360,691 | $400.3M |
| Invesco Ltd. | 0.03% | Add +2.9% | 5,516,110 | $347.2M |
| T. Rowe Price Associates Inc. | 0.04% | Add +15.7% | 5,246,364 | $330.2M |
| Capital International Investors | 0.04% | Add +0.4% | 4,177,281 | $263.1M |
| Earnest Partners LLC | 0.85% | Reduce -0.8% | 3,138,049 | $197.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.3% | 3,089,758 | $194.5M |
| Nomura Asset Management International Inc. | 0.22% | — | 2,341,024 | $147.3M |
| Norges Bank | 0.02% | — | 2,256,666 | $142.0M |
| Bank of America Corp. | 0.01% | Reduce -9.0% | 2,223,669 | $140.0M |
| Bank of Montreal | 0.06% | Add +6.8% | 2,211,775 | $139.2M |
| Davis Asset Management, L.P. | 4.51% | No change | 2,000,000 | $125.9M |
| American Century Companies Inc. | 0.06% | Reduce -22.9% | 1,999,210 | $125.8M |
| Morgan Stanley | 0.01% | Add +14.0% | 1,883,171 | $118.5M |
| Sei Investments Co. | 0.11% | Add +3.7% | 1,791,941 | $112.8M |
| Pzena Investment Management LLC | 0.31% | Reduce 0.0% | 1,652,571 | $104.0M |
| Alliancebernstein L.P. | 0.03% | Reduce -4.4% | 1,522,324 | $95.8M |
| Basswood Capital Management, L.L.C. | 4.11% | Add +20.1% | 1,480,804 | $93.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.5% | 1,393,920 | $87.7M |
| Northern Trust Corp. | 0.01% | Reduce -4.7% | 1,392,629 | $87.7M |
| 140 Summer Partners LP | 6.69% | Add +7.2% | 1,360,474 | $85.6M |
| Citadel Advisors | 0.06% | Reduce -39.4% | 1,316,931 | $82.9M |
| Principal Financial Group Inc. | 0.04% | Add +43.7% | 1,171,369 | $73.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -8.5% | 1,093,350 | $68.8M |
| AQR Capital Management | 0.04% | Reduce -7.6% | 1,081,489 | $68.1M |
| Systematic Financial Management LP | 1.51% | Add +0.3% | 1,017,797 | $64.1M |
| Verition Fund Management LLC | 0.35% | Reduce -1.3% | 988,623 | $62.2M |
| Artemis Investment Management LLP | 0.68% | New | 893,751 | $56.3M |
| Clearbridge Investments, LLC | 0.04% | Add +17591.5% | 886,344 | $55.8M |
| Boston Partners | 0.06% | Add +12.0% | 852,648 | $53.7M |
| Holocene Advisors, LP | 0.11% | Add +11.7% | 831,498 | $52.3M |
| Frontier Capital Management Co. LLC | 0.53% | Reduce -0.9% | 800,420 | $50.4M |
| Azora Capital LP | 3.03% | Reduce -46.0% | 764,322 | $48.1M |
| Par Capital Management Inc. | 1.26% | Add +0.7% | 755,500 | $47.6M |
| Bridgewater Associates | 0.17% | Add +40.9% | 754,071 | $47.5M |
| Algebris (uk) Ltd. | 3.71% | Add +37.9% | 734,428 | $46.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +35.2% | 724,759 | $45.6M |
| Fisher Asset Management | 0.02% | Reduce -3.3% | 717,424 | $45.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.22% | Reduce -0.3% | 685,676 | $43.2M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -38.7% | 671,499 | $42.9M |
| Qube Research & Technologies Ltd | 0.06% | Add +8.1% | 673,382 | $42.4M |
| Point72 Asset Management | 0.07% | Reduce -20.6% | 647,058 | $40.7M |
| Samlyn Capital, LLC | 0.63% | Add +2.6% | 626,862 | $39.5M |
| UBS Group AG | 0.01% | Reduce -17.7% | 605,579 | $38.1M |
| Ariel Investments | 0.39% | New | 578,996 | $36.4M |
| Blackstone Inc. | 0.16% | New | 575,000 | $36.2M |
| Stieven Capital Advisors, L.P. | 6.64% | Reduce -3.6% | 568,988 | $35.8M |
| Nuveen, LLC | 0.01% | Add +109.3% | 551,722 | $34.7M |
| Polaris Capital Management, LLC | 2.69% | Reduce -15.0% | 516,201 | $32.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.54% | Reduce -1.4% | 498,503 | $31.4M |
| Natixis Advisors, LLC | 0.04% | Add +7.0% | 493,702 | $31.1M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -33.9% | 485,779 | $30.6M |
| First Trust Advisors LP | 0.02% | Reduce -4.8% | 477,942 | $30.1M |
| Retirement Systems of Alabama | 0.10% | Reduce -4.5% | 476,342 | $30.0M |
| Rhumbline Advisers | 0.02% | Reduce -5.0% | 469,520 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 449,956 | $28.3M |
| Voloridge Investment Management, LLC | 0.09% | Add +32.9% | 417,384 | $26.3M |
| Millennium Management | 0.02% | Reduce -70.7% | 405,359 | $25.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.3% | 396,574 | $25.0M |
| Wellington Management Group LLP | 0.00% | Add +18.6% | 394,500 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.4% | 387,302 | $24.4M |
| FJ Capital Management LLC | 2.67% | Reduce -38.4% | 384,743 | $24.2M |
| State of Wisconsin Investment Board | 0.05% | Add +3.0% | 381,142 | $24.0M |
| Algert Global LLC | 0.37% | Add +5.3% | 378,474 | $23.8M |
| Engineers Gate Manager LP | 0.26% | Add +180.6% | 346,697 | $21.8M |
| Fort Washington Investment Advisors Inc. | 0.12% | Reduce -18.5% | 346,465 | $21.8M |
| Swiss National Bank | 0.01% | Add +0.5% | 327,600 | $20.6M |
| California Public Employees Retirement System | 0.01% | Add +0.3% | 319,704 | $20.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -15.3% | 315,587 | $19.9M |
| Marshall Wace, LLP | 0.02% | Reduce -20.3% | 311,781 | $19.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +7.3% | 307,769 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +17.8% | 299,280 | $18.8M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -85.9% | 286,329 | $18.0M |
| Raymond James Financial Inc. | 0.01% | Add +2.6% | 275,127 | $17.3M |
| Moore Capital Management, LP | 0.36% | Add +53.9% | 272,000 | $17.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.0% | 263,358 | $16.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 248,008 | $15.6M |
| Legal & General Group Plc | 0.00% | Reduce -5.8% | 246,620 | $15.5M |
| Interval Partners, LP | 0.35% | Reduce -14.4% | 235,057 | $14.8M |
| Maltese Capital Management LLC | 2.61% | Reduce -14.4% | 230,000 | $14.5M |
| First Eagle Investment Management, LLC | 0.03% | Add +9.9% | 227,302 | $14.3M |
| Whittier Trust Co. | 0.15% | Add +3.1% | 215,029 | $14.1M |
| ExodusPoint Capital Management, LP | 0.14% | Add +92.2% | 203,669 | $12.8M |
| Leeward Investments, LLC - MA | 0.63% | Reduce -4.8% | 196,937 | $12.4M |
| D. E. Shaw & Co. | 0.01% | Add +3433.3% | 190,304 | $12.0M |
| BW Gestao de Investimentos Ltda. | 0.42% | New | 190,021 | $12.0M |
| Barclays PLC | 0.00% | Add +8.4% | 178,883 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +23.1% | 175,321 | $11.0M |
| Citigroup Inc. | 0.01% | Add +18.6% | 163,924 | $10.3M |
| California State Teachers Retirement System | 0.01% | Reduce -0.2% | 162,702 | $10.2M |
| Dana Investment Advisors, Inc. | 0.29% | Add +0.3% | 161,088 | $10.1M |
| Trillium Asset Management, LLC | 0.31% | Add +5.3% | 153,353 | $10.0M |
| Trexquant Investment LP | 0.09% | Add +13.1% | 153,662 | $9.7M |
| Nicholas Company, Inc. | 0.17% | Reduce -0.0% | 151,469 | $9.5M |
| Jane Street Group, LLC | 0.01% | Reduce -40.6% | 149,161 | $9.4M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 148,382 | $9.3M |
| Stifel Financial Corp. | 0.01% | Reduce -5.5% | 148,221 | $9.3M |
| Nitorum Capital, L.P. | 2.05% | Reduce -38.8% | 147,156 | $9.3M |
| Groupama Asset Managment | 0.13% | Reduce -0.5% | 141,558 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -28.3% | 139,114 | $8.8M |
| Strategic Value Bank Partners LLC | 6.01% | No change | 139,577 | $8.8M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -24.8% | 132,154 | $8.3M |
| Tudor Investment Corporation | 0.05% | New | 127,596 | $8.0M |
| Victory Capital Management Inc. | 0.00% | Add +131.8% | 126,388 | $8.0M |
| Whittier Trust Co. of Nevada Inc. | 0.16% | Add +1.9% | 115,725 | $7.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.3% | 118,347 | $7.4M |
| Picton Mahoney Asset Management | 0.08% | New | 117,404 | $7.4M |
| Crawford Investment Counsel Inc. | 0.11% | Add +9.6% | 108,372 | $6.8M |
| King Luther Capital Management Corp. | 0.03% | Add +9.0% | 107,775 | $6.8M |
| HRT Financial LP | 0.02% | Add +61.5% | 105,147 | $6.6M |
| Creative Planning | 0.00% | Add +33.5% | 105,006 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.5% | 105,018 | $6.6M |
| Allianz Asset Management GmbH | 0.01% | Add +71.6% | 104,391 | $6.6M |
| Petiole USA ltd | 4.16% | No change | 101,875 | $6.4M |
| Hunter Perkins Capital Management, LLC | 1.45% | Reduce -14.1% | 99,379 | $6.3M |
| Quantinno Capital Management LP | 0.01% | Add +58.0% | 95,971 | $6.0M |
| Tompkins Financial Corp. | 0.47% | No change | 95,539 | $6.0M |
| LPL Financial LLC | 0.00% | Add +3.9% | 93,945 | $5.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 93,000 | $5.9M |
| Stablepoint Partners, LLC | 0.91% | Add +1.6% | 92,538 | $5.8M |
| Amundi | 0.00% | Add +294.9% | 88,724 | $5.6M |
| Sterling Capital Management LLC | 0.09% | Reduce -9.4% | 84,933 | $5.3M |
| Prudential PLC | 0.04% | Add +25.3% | 84,522 | $5.3M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -2.1% | 84,350 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Add +1.6% | 83,899 | $5.3M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 83,347 | $5.2M |
| Captrust Financial Advisors | 0.01% | Add +14.5% | 82,056 | $5.2M |
| Polar Capital Holdings Plc | 0.02% | New | 81,202 | $5.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -7.7% | 78,853 | $5.0M |
| Horizon Investments, LLC | 0.06% | Add +25.3% | 75,726 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.9% | 74,758 | $4.7M |
| Amalgamated Bank | 0.03% | Reduce -2.8% | 73,815 | $4.6M |
| Janus Henderson Group PLC | 0.00% | No change | 73,400 | $4.6M |
| Bank of Nova Scotia | 0.01% | New | 71,234 | $4.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 67,275 | $4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +66.3% | 69,880 | $4.4M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -6.8% | 69,110 | $4.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -8.7% | 68,645 | $4.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -12.5% | 67,125 | $4.2M |
| Cambiar Investors LLC | 0.18% | Reduce -29.8% | 65,278 | $4.1M |
| Towle & Co. | 1.05% | New | 63,290 | $4.0M |
| Hillsdale Investment Management Inc. | 0.11% | Add +6.0% | 61,600 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -53.0% | 61,422 | $3.9M |
| Comerica Bank | 0.02% | Reduce -4.8% | 60,669 | $3.8M |
| Gator Capital Management, LLC | 0.79% | Reduce -19.1% | 60,655 | $3.8M |
| Polar Asset Management Partners Inc. | 0.10% | Add +10.8% | 59,624 | $3.8M |
| Ieq Capital, LLC | 0.01% | Reduce -19.4% | 56,284 | $3.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.2% | 55,723 | $3.5M |
| AlphaQuest LLC | 0.19% | Reduce -21.3% | 55,217 | $3.5M |
| Cardinal Capital Management | 0.46% | Add +0.9% | 54,936 | $3.5M |
| Pinnbrook Capital Management LP | 0.88% | Add +43.4% | 54,380 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.9% | 54,325 | $3.4M |
| Curi Capital, LLC | 0.06% | Add +0.0% | 54,137 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 53,146 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -6.6% | 53,049 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +25.2% | 52,864 | $3.3M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -0.4% | 50,551 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.8% | 51,288 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -8.9% | 51,093 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.0% | 49,316 | $3.1M |
| DRW Securities, LLC | 0.23% | New | 48,642 | $3.1M |
| M&T Bank Corp | 0.01% | Add +12.9% | 48,096 | $3.0M |
| Arizona State Retirement System | 0.02% | Reduce -7.1% | 46,251 | $2.9M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 45,563 | $2.9M |
| Advisory Research Inc. | 0.35% | Reduce -5.6% | 44,850 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.7% | 44,600 | $2.8M |
| Elizabeth Park Capital Advisors, Ltd. | 2.25% | Add +27.9% | 43,500 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.5% | 43,246 | $2.7M |
| Aquatic Capital Management LLC | 0.08% | New | 42,291 | $2.7M |
| SG Americas Securities, LLC | 0.00% | New | 41,495 | $2.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +1.8% | 46,037 | $2.6M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -30.9% | 41,209 | $2.6M |
| Man Group plc | 0.01% | Add +43.1% | 40,633 | $2.6M |
| Natixis | 0.01% | New | 40,419 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.4% | 40,360 | $2.5M |
| Salzhauer Michael | 1.12% | No change | 40,289 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +6.6% | 39,843 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +20.9% | 39,402 | $2.5M |
| GAMCO Investors | 0.02% | Reduce -28.6% | 39,107 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -18.8% | 38,975 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 36,183 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -3.5% | 38,144 | $2.4M |
| Orange Investment Advisors, Inc. | 0.26% | Reduce -17.3% | 37,958 | $2.4M |
| PenderFund Capital Management Ltd. | 0.91% | Add +548.1% | 37,838 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -25.0% | 37,527 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +283.1% | 37,220 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.2% | 37,172 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.7% | 37,100 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -5.8% | 36,535 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -2.6% | 36,087 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -22.3% | 36,041 | $2.3M |
| New Mexico Educational Retirement Board | 0.07% | No change | 35,514 | $2.2M |
| Qsemble Capital Management, LP | 0.18% | New | 34,119 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -3.6% | 32,224 | $2.0M |
| EJF Capital LP | 1.14% | Reduce -0.8% | 31,950 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 30,730 | $1.9M |
| Kahn Brothers Group Inc. | 0.33% | Reduce -1.1% | 29,833 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -12.7% | 29,004 | $1.8M |
| John G Ullman & Associates Inc. | 0.23% | Reduce -0.5% | 27,700 | $1.7M |
| Brevan Howard Capital Management LP | 0.04% | Add +22.9% | 27,427 | $1.7M |
| Trust Investment Advisors | 0.89% | Add +1.8% | 26,572 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.3% | 26,534 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.17% | No change | 25,736 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +9.3% | 26,363 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +2.3% | 26,355 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -14.4% | 26,227 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +0.2% | 25,879 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.3% | 25,698 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 24,982 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +7.5% | 24,934 | $1.6M |
| Squarepoint Ops LLC | 0.00% | New | 24,728 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.2% | 24,278 | $1.5M |
| Hancock Whitney Corp. | 0.03% | New | 23,336 | $1.5M |
| Nisa Investment Advisors, LLC | 0.00% | No change | 22,970 | $1.4M |
| Twinbeech Capital LP | 0.10% | Reduce -81.7% | 22,921 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.6% | 22,767 | $1.4M |
| Quantbot Technologies LP | 0.05% | Reduce -84.7% | 21,956 | $1.4M |
| Capital International, Inc. | 0.01% | Reduce -7.7% | 21,891 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 21,393 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -9.7% | 21,319 | $1.3M |
| XTX Topco Ltd | 0.03% | Reduce -31.9% | 20,780 | $1.3M |
| Cinctive Capital Management LP | 0.07% | Reduce -64.4% | 20,330 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -4.7% | 20,215 | $1.3M |
| Gabelli Funds LLC | 0.01% | Add +10.1% | 20,150 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Add +27.7% | 20,102 | $1.3M |
| Vestcor Inc | 0.04% | No change | 20,091 | $1.3M |
| Ulysses Management LLC | 0.33% | Add +33.3% | 20,000 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +11.3% | 19,976 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.1% | 19,155 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -37.0% | 18,944 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -26.1% | 18,793 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 18,700 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 18,650 | $1.2M |
| Commerce Bank | 0.01% | Add +0.2% | 18,643 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.2% | 18,338 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.3% | 17,758 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -2.2% | 16,906 | $1.1M |
| CenterBook Partners LP | 0.05% | Add +75.1% | 16,712 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.7% | 16,401 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -10.3% | 16,098 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -3.8% | 15,928 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.38% | New | 15,575 | $980K |
| TimesSquare Capital Management, LLC | 0.01% | Reduce -31.7% | 15,485 | $975K |
| Xponance LLC | 0.01% | Reduce -18.4% | 15,391 | $969K |
| Quadrant Capital Group LLC | 0.03% | Add +57.8% | 14,666 | $923K |
| NewEdge Advisors, LLC | 0.00% | Add +8.2% | 14,600 | $919K |
| MML Investors Services, LLC | 0.00% | Add +9.2% | 14,313 | $901K |
| Voleon Capital Management LP | 0.02% | Add +25.0% | 14,191 | $893K |
| iSAM Funds (UK) Ltd | 0.31% | New | 13,779 | $867K |
| Focus Partners Wealth | 0.00% | Add +68.8% | 13,196 | $831K |
| HSBC Holdings PLC | 0.00% | Reduce -81.9% | 12,994 | $821K |
| Tidal Investments LLC | 0.00% | Add +4.3% | 12,862 | $810K |
| Hantz Financial Services, Inc. | 0.01% | Add +814.2% | 12,753 | $803K |
| Latitude Advisors, LLC | 0.35% | No change | 12,636 | $795K |
| Prana Capital Management, LP | 0.03% | New | 12,550 | $790K |
| Arkadios Wealth Advisors | 0.02% | Add +0.9% | 12,526 | $788K |
| Corient Private Wealth LP | 0.00% | Add +9.6% | 12,173 | $767K |
| Voya Investment Management LLC | 0.00% | Reduce -12.7% | 12,113 | $762K |
| Sutton Place Investors LLC | 0.41% | Reduce -0.8% | 11,897 | $749K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +51.7% | 11,878 | $748K |
| Mackenzie Financial Corp. | 0.00% | Reduce -74.7% | 11,699 | $742K |
| Securian Asset Management, Inc. | 0.03% | Reduce -5.6% | 11,754 | $740K |
| Sapience Investments, LLC | 2.67% | Reduce -0.2% | 11,255 | $708K |
| Ethic Inc. | 0.01% | Add +57.5% | 11,142 | $701K |
| Founders Capital Management, LLC | 0.10% | No change | 11,079 | $697K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -74.0% | 10,601 | $667K |
| Verdence Capital Advisors LLC | 0.04% | Add +2.5% | 10,581 | $666K |
| Circle Wealth Management, LLC | 0.01% | No change | 10,270 | $646K |
| Weiss Asset Management LP | 0.01% | Reduce -25.4% | 10,164 | $640K |
| Rockefeller Capital Management L.P. | 0.00% | Add +108.4% | 9,890 | $622K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +20.3% | 9,785 | $616K |
| Essential Partners LLC | 0.19% | Reduce -0.2% | 9,690 | $610K |
| EP Wealth Advisors, LLC | 0.00% | — | 9,519 | $599K |
| Aviva PLC | 0.00% | Add +108.1% | 9,405 | $592K |
| Lecap Asset Management Ltd. | 0.23% | Reduce -12.9% | 9,284 | $584K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 9,272 | $584K |
| Blue Trust, Inc. | 0.01% | Reduce -3.4% | 9,141 | $575K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.28% | Reduce -50.0% | 9,000 | $566K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.9% | 8,845 | $557K |
| Utah Retirement Systems | 0.01% | No change | 8,844 | $557K |
| FORA Capital, LLC | 0.07% | New | 8,751 | $551K |
| Webster Bank, N. A. | 0.05% | Reduce -0.8% | 8,732 | $550K |
| Mirabella Financial Services LLP | 0.05% | New | 8,295 | $522K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -10.1% | 8,250 | $519K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -14.1% | 8,235 | $518K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -8.9% | 8,231 | $518K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.7% | 8,186 | $515K |
| Cibc World Market Inc. | 0.00% | Add +50.5% | 8,179 | $515K |
| Merit Financial Group, LLC | 0.00% | Add +2.5% | 8,160 | $514K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 8,077 | $508K |
| F/m Investments LLC | 0.02% | No change | 8,035 | $506K |
| Fiduciary Trust Co | 0.01% | Add +2.6% | 7,888 | $496K |
| Evergreen Capital Management LLC | 0.01% | Reduce -14.4% | 7,832 | $493K |
| Savant Capital, LLC | 0.00% | Add +10.7% | 7,825 | $493K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 7,814 | $492K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 7,792 | $490K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -8.4% | 7,688 | $484K |
| Magnetar Financial LLC | 0.01% | Reduce -90.0% | 7,572 | $477K |
| Wedmont Private Capital | 0.02% | Reduce -3.0% | 7,325 | $473K |
| Alps Advisors Inc. | 0.00% | Add +1.1% | 7,493 | $472K |
| New York Life Investment Management LLC | 0.00% | Reduce -56.7% | 7,489 | $471K |
| Signaturefd, LLC | 0.01% | Reduce -0.7% | 7,330 | $461K |
| Axq Capital, LP | 0.10% | New | 7,105 | $447K |
| Virtu Financial LLC | 0.02% | Reduce -4.2% | 7,060 | $444K |
| Choreo, LLC | 0.01% | Add +6.5% | 6,954 | $442K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.8% | 7,000 | $441K |
| Glenmede Trust Co. NA | 0.00% | — | 6,945 | $437K |
| Versor Investments LP | 0.07% | New | 6,900 | $434K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 6,883 | $433K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.0% | 6,783 | $427K |
| HB Wealth Management, LLC | 0.00% | Reduce -20.1% | 6,737 | $424K |
| Resources Management Corp. /CT/ | 0.05% | No change | 6,720 | $423K |
| Fox Run Management, L.L.C. | 0.07% | New | 6,712 | $422K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 6,624 | $417K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.0% | 6,533 | $411K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -16.9% | 6,531 | $411K |
| ProShare Advisors LLC | 0.00% | Reduce -8.5% | 6,468 | $407K |
| Evercore Wealth Management, LLC | 0.01% | Add +12.3% | 6,224 | $392K |
| &partners | 0.00% | Add +51.0% | 6,065 | $380K |
| NorthRock Partners, LLC | 0.01% | Reduce -50.8% | 5,971 | $376K |
| North Dakota State Investment Board | 0.01% | — | 5,926 | $373K |
| Aaron Wealth Advisors LLC | 0.02% | Add +66.2% | 5,848 | $368K |
| Krilogy Financial LLC | 0.01% | Add +1.5% | 5,643 | $365K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.5% | 5,769 | $363K |
| 111 Capital | 0.08% | Reduce -33.8% | 5,753 | $362K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,718 | $360K |
| PharVision Advisers, LLC | 0.18% | New | 5,696 | $359K |
| US Bancorp \de | 0.00% | Reduce -2.9% | 5,656 | $356K |
| Shelton Capital Management | 0.01% | Reduce -7.1% | 5,544 | $349K |
| Blair William & Co. | 0.00% | Add +1.9% | 5,514 | $347K |
| Panagora Asset Management Inc. | 0.00% | Add +1.9% | 5,400 | $340K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -20.4% | 5,400 | $340K |
| Jain Global LLC | 0.00% | New | 5,358 | $337K |
| CIBC Asset Management Inc | 0.00% | No change | 5,357 | $337K |
| Greenleaf Trust | 0.00% | Add +0.8% | 5,325 | $335K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,892 | $335K |
| Global Retirement Partners, LLC | 0.01% | Add +5094.0% | 5,194 | $327K |
| Profund Advisors LLC | 0.01% | Reduce -6.0% | 5,163 | $325K |
| Firestone Capital Management | 0.07% | No change | 5,093 | $321K |
| Park Avenue Securities LLC | 0.00% | Add +7.7% | 5,067 | $319K |
| Compound Planning, Inc. | 0.01% | Add +13.5% | 5,056 | $318K |
| Sky Investment Group LLC | 0.05% | Reduce -2.9% | 5,036 | $317K |
| Ballentine Partners, LLC | 0.00% | Reduce -8.5% | 5,034 | $317K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -2.0% | 5,004 | $315K |
| JB Capital LLC | 0.01% | Add +15.9% | 5,001 | $315K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 4,951 | $312K |
| GAMMA Investing LLC | 0.02% | Add +9.0% | 4,800 | $302K |
| Brooklyn Investment Group | 0.01% | New | 4,719 | $302K |
| KBC Group NV | 0.00% | No change | 4,779 | $301K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -23.9% | 4,762 | $300K |
| Mariner, LLC | 0.00% | Reduce -79.0% | 4,655 | $295K |
| Sivia Capital Partners, LLC | 0.06% | Reduce -17.5% | 4,679 | $294K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,570 | $288K |
| South Shore Capital Advisors | 0.21% | — | 4,504 | $283K |
| Venturi Wealth Management, LLC | 0.01% | No change | 4,307 | $271K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -15.8% | 4,300 | $271K |
| William Blair Investment Management, LLC | 0.00% | No change | 4,286 | $270K |
| Guggenheim Capital LLC | 0.00% | Add +10.2% | 4,273 | $269K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 4,200 | $267K |
| Paragon Capital Management Ltd | 0.05% | Add +0.7% | 4,210 | $265K |
| Penbrook Management LLC | 0.18% | No change | 4,180 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,173 | $263K |
| Inspire Advisors, LLC | 0.02% | New | 4,146 | $261K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 4,136 | $260K |
| Vident Advisory, LLC | 0.00% | Reduce -28.9% | 4,135 | $260K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.8% | 4,122 | $259K |
| SlateStone Wealth, LLC | 0.02% | Add +2.0% | 4,119 | $259K |
| Beck Mack & Oliver LLC | 0.00% | No change | 4,091 | $257K |
| Vise Technologies, Inc. | 0.01% | Add +19.8% | 4,075 | $256K |
| PFG Investments, LLC | 0.01% | Add +0.6% | 4,033 | $254K |
| Investmark Advisory Group LLC | 0.11% | Reduce -8.6% | 4,024 | $253K |
| Exchange Traded Concepts, LLC | 0.00% | New | 4,017 | $253K |
| Wetzel Investment Advisors, Inc. | 0.10% | No change | 4,000 | $252K |
| Benin Management CORP | 0.06% | No change | 4,000 | $252K |
| Walleye Trading LLC | 0.00% | New | 3,999 | $252K |
| Mystic Asset Management, Inc. | 0.06% | Add +5.3% | 3,982 | $251K |
| STRS Ohio | 0.00% | Reduce -1.9% | 3,925 | $247K |
| Mutual Advisors, LLC | 0.01% | No change | 3,912 | $246K |
| Smartleaf Asset Management LLC | 0.01% | Add +8.6% | 3,844 | $244K |
| Venture Visionary Partners LLC | 0.01% | No change | 3,864 | $243K |
| Havemeyer Place LP | 0.05% | — | 3,860 | $243K |
| Bridgefront Capital, LLC | 0.06% | New | 3,846 | $242K |
| Evolve Private Wealth, LLC | 0.01% | — | 3,830 | $241K |
| OP Asset Management Ltd | 0.00% | No change | 3,712 | $234K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -4.2% | 3,701 | $233K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -52.0% | 3,700 | $233K |
| Platform Technology Partners | 0.05% | No change | 3,541 | $223K |
| Jump Financial, LLC | 0.00% | New | 3,531 | $222K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 3,505 | $221K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -3.8% | 3,451 | $217K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.7% | 3,409 | $215K |
| Everhart Financial Group, Inc. | 0.02% | New | 3,403 | $214K |
| AlphaGrep UK Ltd | 0.07% | — | 3,388 | $213K |
| Belpointe Asset Management LLC | 0.01% | New | 3,278 | $206K |
| Sage Rhino Capital LLC | 0.04% | New | 3,241 | $204K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 3,186 | $201K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -29.2% | 3,049 | $192K |
| LRI Investments, LLC | 0.02% | Reduce -86.7% | 3,033 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 2,977 | $187K |
| HighMark Wealth Management LLC | 0.07% | Add +0.7% | 2,882 | $181K |
| International Assets Investment Management, LLC | 0.01% | New | 2,879 | $181K |
| South Dakota Investment Council | 0.00% | No change | 2,649 | $167K |
| Assetmark, Inc. | 0.00% | Add +12.3% | 2,640 | $166K |
| State of Wyoming | 0.02% | Add +31.8% | 2,605 | $164K |
| Inspire Investing, LLC | 0.01% | Reduce -85.0% | 2,574 | $162K |
| Versant Capital Management, Inc | 0.02% | Reduce -4.2% | 2,446 | $154K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -27.7% | 2,422 | $152K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +41.1% | 2,366 | $149K |
| Danske Bank A/S | 0.00% | Add +35.3% | 2,300 | $145K |
| Meeder Asset Management Inc. | 0.01% | New | 2,267 | $143K |
| NBT Bank, N.A. | 0.01% | Add +0.2% | 2,263 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | Add +65.7% | 2,083 | $131K |
| Bayforest Capital Ltd | 0.09% | Reduce -47.4% | 1,952 | $123K |
| UMB Bank, n.a. | 0.00% | Add +1.7% | 1,883 | $119K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,720 | $108K |
| Hartford Financial Management Inc. | 0.03% | No change | 1,607 | $101K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,582 | $100K |
| Parallel Advisors, LLC | 0.00% | Add +27.2% | 1,509 | $95K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.7% | 1,396 | $88K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.03% | New | 1,267 | $84K |
| Allworth Financial LP | 0.00% | Reduce -6.2% | 1,325 | $83K |
| Bessemer Group Inc. | 0.00% | Add +31.4% | 1,313 | $83K |
| Hilltop National Bank | 0.02% | Reduce -11.8% | 1,291 | $81K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 1,282 | $81K |
| Union Savings Bank | 0.03% | — | 1,258 | $79K |
| First Horizon Corp. | 0.00% | Reduce -10.6% | 1,147 | $72K |
| Spurstone Advisory Services, LLC | 1.09% | No change | 1,104 | $69K |
| Jones Financial Companies LLLP | 0.00% | Reduce -18.5% | 1,077 | $68K |
| SHP Wealth Management | 0.01% | — | 1,046 | $66K |
| Grove Bank & Trust | 0.01% | Add +18.6% | 1,005 | $63K |
| Community Bank, N.A. | 0.01% | Add +116.4% | 1,002 | $63K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 971 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.4% | 893 | $56K |
| Lanark Financial, Inc. | 0.00% | Reduce -8.1% | 821 | $52K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -5.2% | 810 | $51K |
| IFP Advisors, Inc | 0.00% | Add +2.9% | 806 | $51K |
| Quent Capital, LLC | 0.00% | Reduce -1.8% | 785 | $49K |
| Trust Co. of Vermont | 0.00% | Add +67.9% | 784 | $49K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.8% | 757 | $48K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 739 | $47K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 682 | $43K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +37.8% | 674 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +122.5% | 652 | $41K |
| V-Square Quantitative Management LLC | 0.00% | New | 583 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +39.6% | 560 | $35K |
| WPG Advisers, LLC | 0.03% | No change | 558 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +13.7% | 548 | $34K |
| Atlas Capital Advisors Inc. | 0.00% | — | 499 | $31K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 439 | $28K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 428 | $27K |
| Curat Global, LLC | 0.03% | No change | 425 | $27K |
| Bangor Savings Bank | 0.00% | No change | 400 | $25K |
| Quarry LP | 0.00% | Add +100.5% | 385 | $24K |
| Covestor Ltd | 0.01% | Reduce -7.9% | 386 | $24K |
| Arax Advisory Partners | 0.00% | Reduce -99.4% | 364 | $23K |
| Wolff Wiese Magana LLC | 0.01% | No change | 361 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.0% | 356 | $22K |
| Spire Wealth Management | 0.00% | No change | 339 | $21K |
| Ancora Advisors LLC | 0.00% | New | 339 | $21K |
| Silicon Valley Capital Partners | 0.00% | Add +0.7% | 294 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +2.2% | 276 | $17K |
| Red Tortoise LLC | 0.01% | No change | 257 | $16K |
| Rothschild Investment LLC | 0.00% | Reduce -79.0% | 257 | $16K |
| Torren Management, LLC | 0.01% | — | 236 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 225 | $14K |
| Clearstead Trust, LLC | 0.00% | Add +38.9% | 225 | $14K |
| SageView Advisory Group, LLC | 0.00% | New | 210 | $13K |
| Peregrine Capital Management LLC | 0.00% | No change | 210 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 204 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 203 | $13K |
| PFS Partners, LLC | 0.01% | Add +0.5% | 203 | $13K |
| DV Trading LLC | 0.00% | — | 200 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 150 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 146 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 143 | $9K |
| Elyxium Wealth, LLC | 0.00% | New | 142 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 140 | $9K |
| SouthState Bank Corp | 0.00% | Add +111.1% | 133 | $8K |
| Huntington National Bank | 0.00% | Reduce -4.5% | 127 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.8% | 126 | $8K |
| MAI Capital Management | 0.00% | Reduce -19.9% | 125 | $8K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 111 | $7K |
| Sachetta, LLC | 0.00% | No change | 110 | $7K |
| Larson Financial Group LLC | 0.00% | Add +40.8% | 107 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 104 | $7K |
| Simplex Trading, LLC | 0.00% | New | 104 | $7K |
| Private Trust Co. NA | 0.00% | No change | 97 | $6K |
| Caitlin John, LLC | 0.00% | Reduce -3.1% | 95 | $6K |
| High Note Wealth, LLC | 0.00% | Add +8.8% | 87 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -70.4% | 80 | $5K |
| Bravera Wealth | 0.00% | — | 76 | $5K |
| J.Safra Asset Management Corp | 0.00% | Add +4.2% | 75 | $5K |
| United Financial Planning Group LLC | 0.00% | New | 70 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +1.5% | 66 | $4K |
| Capital Analysts, LLC | 0.00% | No change | 68 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 59 | $4K |
| Ares Financial Consulting, LLC | 0.00% | — | 54 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 53 | $3K |
| Avion Wealth | 0.00% | Reduce -15.5% | 60 | $3K |
| GW&K Investment Management, LLC | 0.00% | No change | 44 | $3K |
| Rossby Financial, LCC | 0.00% | New | 45 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 35 | $2K |
| Park Place Capital Corp | 0.00% | New | 32 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 31 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 31 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +7.4% | 29 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 29 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 29 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 29 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 28 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 25 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 20 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 18 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $1K |
| Motiv8 Investments LLC | 0.00% | New | 17 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +18.2% | 13 | $818 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $756 |
| Hughes Financial Services, LLC | 0.00% | No change | 11 | $692 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +233.3% | 10 | $630 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -95.7% | 10 | $629 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -47.1% | 9 | $567 |
| North Star Investment Management Corp. | 0.00% | New | 9 | $566 |
| Bogart Wealth, LLC | 0.00% | New | 9 | $566 |
| Seneschal Advisors, LLC | 0.00% | New | 8 | $504 |
| Signature Equity Partners, LLC | 0.00% | — | 8 | $504 |
| Bare Financial Services, Inc | 0.00% | No change | 8 | $504 |
| Principia Wealth Advisory, LLC | 0.00% | Add +500.0% | 6 | $378 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $315 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $252 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $209 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $189 |
| Stone House Investment Management, LLC | 0.00% | No change | 2 | $126 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -88.9% | 1 | $63 |
| Toronto Dominion Bank | 0.00% | New | 1 | $43 |
"% of holder's portfolio" is WBS's weight in each manager's 13F, not the share of Webster Financial Corp. the manager owns.