WR BerkleyWRB
13F holders, Q1 2024 (March 31)771holders
9famous investors
$88.24avg. 13F price*
At the end of Q1 2024, 771 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock Inc. ($1.4B) and Morgan Stanley ($1.1B). 9 famous investors held it, including Bruce Berkowitz (0.7% of Fairholme Capital Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- WR Berkley Corp.
- Filed as
- BERKLEY W R CORP (Q1 2024)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $261.7M |
| Exits | 46 | $32.3M |
Ownership 771 holders
| Vanguard Group Inc. | 0.04% | Add +0.8% | 24,439,361 | $2.2B |
| BlackRock Inc. | 0.03% | Reduce -4.2% | 15,679,223 | $1.4B |
| Morgan Stanley | 0.09% | Add +0.4% | 12,627,283 | $1.1B |
| State Street Corp. | 0.04% | Reduce -4.1% | 10,447,205 | $924.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.54% | Add +6.9% | 7,499,345 | $663.2M |
| Janus Henderson Group PLC | 0.36% | Reduce -6.5% | 7,456,272 | $659.4M |
| Geode Capital Management, LLC | 0.04% | Add +3.8% | 4,977,275 | $439.8M |
| Victory Capital Management Inc. | 0.42% | Reduce -18.1% | 4,747,908 | $419.9M |
| JPMorgan Chase & Co. | 0.04% | Add +6.4% | 4,583,978 | $405.4M |
| Invesco Ltd. | 0.06% | Add +21.2% | 3,260,775 | $288.4M |
| Norges Bank | 0.04% | Add +3.2% | 3,118,018 | $275.8M |
| First Trust Advisors LP | 0.23% | Reduce -8.0% | 2,560,795 | $226.5M |
| APG Asset Management N.V. | 0.37% | Add +4.3% | 2,606,069 | $213.4M |
| Manufacturers Life Insurance Company, The | 0.19% | Add +23.3% | 2,348,875 | $207.7M |
| Northern Trust Corp. | 0.03% | Reduce -4.7% | 1,945,569 | $172.1M |
| Bank of America Corp. | 0.02% | Add +10.3% | 1,933,759 | $171.0M |
| 1832 Asset Management L.P. | 0.31% | Reduce -2.3% | 1,903,467 | $168.3M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.9% | 1,898,011 | $167.9M |
| Polar Capital Holdings Plc | 0.88% | Reduce -1.1% | 1,887,500 | $166.9M |
| Wells Fargo & Company | 0.04% | Add +0.8% | 1,811,574 | $160.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.8% | 1,697,300 | $150.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.8% | 1,617,944 | $143.1M |
| UBS Group AG | 0.04% | Add +17.2% | 1,477,582 | $130.7M |
| Caisse de depot et placement du Quebec | 0.31% | Add +49.3% | 1,458,958 | $129.0M |
| Legal & General Group Plc | 0.04% | Reduce -4.7% | 1,393,775 | $123.3M |
| Barclays PLC | 0.05% | Add +0.9% | 1,284,598 | $113.6M |
| California Public Employees Retirement System | 0.07% | Add +0.0% | 1,184,628 | $104.8M |
| Los Angeles Capital Management LLC | 0.35% | Add +0.5% | 1,157,290 | $102.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -1.0% | 1,117,094 | $98.8M |
| HSBC Holdings PLC | 0.07% | Add +11.1% | 1,071,531 | $94.7M |
| Royal Bank of Canada | 0.02% | Add +1.2% | 1,065,611 | $94.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.6% | 997,724 | $88.2M |
| EULAV Asset Management | 2.42% | Add +2.8% | 996,260 | $88.1M |
| Anchor Capital Advisors LLC | 2.24% | Add +0.3% | 968,233 | $85.6M |
| Confluence Investment Management LLC | 1.11% | Reduce -1.9% | 935,165 | $82.7M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +7.8% | 909,438 | $80.4M |
| Parnassus Investments, LLC | 0.17% | New | 874,703 | $77.4M |
| Madison Asset Management, LLC | 0.94% | Add +12.9% | 867,971 | $76.8M |
| Raymond James & Associates | 0.05% | Add +8.1% | 809,526 | $71.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.6% | 801,390 | $70.9M |
| Truist Financial Corp. | 0.11% | Add +7.5% | 785,106 | $69.4M |
| Chilton Investment Co. Inc. | 1.90% | Reduce -0.9% | 783,895 | $69.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +0.7% | 737,501 | $65.2M |
| Wellington Management Group LLP | 0.01% | Reduce -17.9% | 685,434 | $60.6M |
| Deutsche Bank AG | 0.03% | Add +27.1% | 684,929 | $60.6M |
| Boston Financial Mangement LLC | 1.90% | Reduce -0.1% | 675,569 | $59.7M |
| Principal Financial Group Inc. | 0.03% | Add +3.5% | 644,942 | $57.0M |
| Amundi | 0.02% | Add +15.8% | 698,866 | $56.6M |
| Swiss National Bank | 0.04% | Reduce -4.1% | 617,775 | $54.6M |
| Dundas Partners LLP | 4.26% | Add +7.1% | 611,542 | $54.1M |
| Maren Capital LLC | 5.17% | Add +13.0% | 605,778 | $53.6M |
| Brandes Investment Partners, LP | 0.67% | Add +2.1% | 589,523 | $52.1M |
| Danske Bank A/S | 0.16% | — | 571,698 | $50.6M |
| Stifel Financial Corp. | 0.05% | Add +2.1% | 526,323 | $46.5M |
| BloombergSen Inc. | 4.02% | Reduce -1.9% | 526,165 | $46.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.1% | 520,067 | $46.0M |
| AQR Capital Management | 0.08% | Reduce -5.6% | 505,309 | $44.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +190.4% | 477,774 | $42.3M |
| Junto Capital Management LP | 0.92% | New | 468,923 | $41.5M |
| Credit Suisse AG/ | 0.04% | Add +4.6% | 464,025 | $41.0M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -5.5% | 436,055 | $38.6M |
| TD Asset Management Inc | 0.04% | Add +25.8% | 435,117 | $38.5M |
| Mraz, Amerine & Associates, Inc. | 7.19% | Reduce -1.2% | 430,203 | $38.0M |
| Rhumbline Advisers | 0.04% | Reduce -1.4% | 424,639 | $37.6M |
| Corient Private Wealth LP | 0.06% | Reduce -2.4% | 377,676 | $33.4M |
| American Century Companies Inc. | 0.02% | Reduce -15.0% | 330,459 | $29.2M |
| National Pension Service | 0.03% | Reduce -7.0% | 329,223 | $29.1M |
| New York State Common Retirement Fund | 0.04% | Reduce -8.0% | 324,156 | $28.7M |
| California State Teachers Retirement System | 0.04% | Reduce -0.3% | 314,254 | $27.8M |
| Woodline Partners LP | 0.25% | New | 299,882 | $26.5M |
| Natixis Advisors, LLC | 0.06% | Add +42.5% | 294,672 | $26.1M |
| America First Investment Advisors, LLC | 6.13% | Reduce -1.3% | 285,069 | $25.2M |
| Public Employees Retirement Association of Colorado | 0.11% | Add +5.1% | 283,681 | $25.1M |
| Man Group plc | 0.07% | Add +4.4% | 279,013 | $24.7M |
| Susquehanna Portfolio Strategies, LLC | 0.57% | No change | 275,229 | $24.3M |
| Teacher Retirement System of Texas | 0.15% | Reduce -12.2% | 274,453 | $24.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 274,112 | $24.2M |
| Wallington Asset Management, LLC | 3.67% | Add +0.4% | 264,971 | $23.4M |
| Stansberry Asset Management, LLC | 3.35% | Add +11.7% | 264,298 | $23.4M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -1.5% | 250,823 | $22.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -8.8% | 246,767 | $21.8M |
| Cwm, LLC | 0.11% | Reduce -7.0% | 245,760 | $21.7M |
| Citigroup Inc. | 0.02% | Add +7.6% | 245,742 | $21.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +19.3% | 244,170 | $21.6M |
| Allianz Asset Management GmbH | 0.04% | Reduce -39.6% | 242,730 | $21.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -16.8% | 238,224 | $21.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -39.8% | 232,671 | $20.6M |
| Cerity Partners LLC | 0.05% | Add +19.9% | 222,175 | $19.6M |
| PhiloSmith Capital Corp | 5.45% | No change | 219,921 | $19.4M |
| CHURCHILL MANAGEMENT Corp | 0.24% | Add +0.9% | 218,391 | $19.3M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.0% | 210,526 | $18.6M |
| Royce & Associates LP | 0.16% | Add +33.6% | 207,055 | $18.3M |
| Korea Investment CORP | 0.05% | Add +20.2% | 206,947 | $18.3M |
| Bank of Montreal | 0.01% | Add +6.7% | 205,239 | $18.2M |
| Driehaus Capital Management LLC | 0.18% | Reduce -18.7% | 205,242 | $18.2M |
| Sei Investments Co. | 0.03% | Add +59.6% | 194,364 | $17.2M |
| LPL Financial LLC | 0.01% | Add +45.0% | 190,984 | $16.9M |
| Stephens Inc. | 0.26% | Add +1.2% | 187,912 | $16.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -5.8% | 184,538 | $16.3M |
| Segall Bryant & Hamill, LLC | 0.30% | Reduce -35.7% | 178,749 | $15.8M |
| Weiss Asset Management LP | 0.93% | New | 178,499 | $15.8M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +3.5% | 251,299 | $15.6M |
| Zacks Investment Management | 0.17% | Add +56.7% | 176,038 | $15.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -5.2% | 175,216 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 174,954 | $15.5M |
| Martingale Asset Management L P | 0.31% | Reduce -15.2% | 172,949 | $15.3M |
| Natixis | 0.08% | Add +924.6% | 170,534 | $15.1M |
| Gilder Gagnon Howe & Co. LLC | 0.19% | Reduce -0.2% | 167,931 | $14.9M |
| Hutchinson Capital Management | 2.94% | Add +0.6% | 163,996 | $14.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +3.4% | 163,470 | $14.5M |
| Townsend & Associates, Inc | 1.68% | Add +0.7% | 182,124 | $14.4M |
| Torray Investment Partners LLC | 2.15% | No change | 162,245 | $14.3M |
| Royal London Asset Management Ltd. | 0.03% | Add +4.0% | 157,231 | $13.9M |
| Speece Thorson Capital Group Inc. | 2.68% | Reduce -20.2% | 157,025 | $13.9M |
| Isthmus Partners, LLC | 1.57% | Reduce -3.9% | 156,889 | $13.9M |
| State of Wisconsin Investment Board | 0.04% | Add +11.6% | 154,208 | $13.6M |
| Prudential Financial Inc. | 0.02% | Reduce -50.7% | 149,305 | $13.2M |
| Bank of Nova Scotia | 0.03% | Reduce -32.4% | 147,659 | $13.1M |
| Millennium Management | 0.01% | Add +50.5% | 147,088 | $13.0M |
| Macquarie Group Ltd. | 0.01% | Add +1.6% | 148,718 | $13.0M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -9.3% | 144,083 | $12.7M |
| Barlow Wealth Partners, LLC | 1.71% | New | 152,863 | $12.6M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -12.4% | 137,016 | $12.1M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -0.8% | 135,350 | $12.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.13% | Reduce -3.8% | 134,162 | $11.9M |
| Capital Fund Management S.A. | 0.14% | Reduce -24.3% | 131,134 | $11.6M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -39.7% | 128,216 | $11.3M |
| Fairholme Capital Management | 0.74% | No change | 126,600 | $11.2M |
| Worldquant Millennium Advisors LLC | 0.14% | Reduce -49.4% | 125,548 | $11.1M |
| Toronto Dominion Bank | 0.02% | Add +1.6% | 121,508 | $10.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.7% | 121,530 | $10.7M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -23.9% | 118,601 | $10.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +199.3% | 117,520 | $10.4M |
| NatWest Group plc | 3.92% | Reduce -7.5% | 114,968 | $10.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.3% | 112,608 | $10.0M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -15.7% | 108,548 | $9.6M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 106,886 | $9.5M |
| Frontier Capital Management Co. LLC | 0.09% | Reduce -1.3% | 105,378 | $9.3M |
| Schonfeld Strategic Advisors LLC | 0.07% | New | 105,324 | $9.3M |
| Boston Partners | 0.01% | Reduce -6.5% | 104,766 | $9.3M |
| Hancock Whitney Corp. | 0.32% | New | 103,500 | $9.2M |
| Aberdeen Group plc | 0.02% | Reduce -0.2% | 101,245 | $9.0M |
| GHP Investment Advisors, Inc. | 0.44% | Add +10.3% | 100,499 | $8.9M |
| Benjamin F. Edwards & Company, Inc. | 0.16% | Reduce -0.8% | 98,019 | $8.7M |
| Intech Investment Management LLC | 0.12% | Add +16.6% | 97,749 | $8.6M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -8.1% | 96,829 | $8.6M |
| National Bank of Canada | 0.01% | Reduce -49.9% | 106,560 | $8.5M |
| Schroder Investment Management Group | 0.01% | Add +10.1% | 94,932 | $8.4M |
| Prospector Partners LLC | 0.97% | Reduce -52.0% | 93,440 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.4% | 92,224 | $8.2M |
| Andra AP-fonden | 0.14% | New | 91,900 | $8.1M |
| Heartland Advisors Inc. | 0.42% | Reduce -0.1% | 90,909 | $8.0M |
| Resona Asset Management Co.,Ltd. | 0.05% | — | 89,890 | $7.9M |
| Interval Partners, LP | 0.30% | Reduce -21.5% | 89,390 | $7.9M |
| Corbyn Investment Management Inc. | 3.41% | Reduce -0.7% | 86,919 | $7.7M |
| Gabelli Funds LLC | 0.06% | No change | 85,000 | $7.5M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -8.6% | 84,991 | $7.5M |
| Means Investment Co., Inc. | 0.96% | Add +139.7% | 84,312 | $7.5M |
| Wbi Investments, LLC | 1.54% | Add +103.1% | 83,649 | $7.4M |
| Mn Services Vermogensbeheer B.V. | 0.05% | New | 83,400 | $7.4M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -6.6% | 82,466 | $7.3M |
| Eagle Capital Management LLC | 0.03% | No change | 82,365 | $7.3M |
| Daiichi Life Insurance Co., Ltd. | 0.16% | Reduce -25.2% | 82,245 | $7.3M |
| New Vernon Investment Management LLC | 6.16% | No change | 81,960 | $7.2M |
| QRG Capital Management, Inc. | 0.09% | Add +3.3% | 81,661 | $7.2M |
| Intrinsic Edge Capital Management LLC | 0.60% | Add +33.3% | 80,000 | $7.1M |
| FMR LLC | 0.00% | Reduce -51.7% | 79,131 | $7.0M |
| Burney Co./ | 0.27% | Add +1.4% | 79,082 | $7.0M |
| Forte Capital LLC | 0.85% | Add +0.7% | 77,951 | $6.9M |
| Storebrand Asset Management As | 0.02% | Add +2.3% | 77,067 | $6.8M |
| KBC Group NV | 0.02% | Reduce -22.5% | 74,209 | $6.6M |
| Alaska Permanent Fund Corp | 0.10% | Add +2.8% | 73,756 | $6.5M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -12.9% | 72,945 | $6.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.12% | Add +606.2% | 72,569 | $6.4M |
| Erste Asset Management GmbH | 0.09% | Add +13.2% | 72,452 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +17.6% | 71,520 | $6.3M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -1.3% | 71,296 | $6.3M |
| Henshaw Capital LLC | 0.29% | Reduce -10.2% | 69,295 | $6.1M |
| Voya Investment Management LLC | 0.01% | Reduce -4.5% | 67,305 | $6.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +11.0% | 67,173 | $5.9M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -78.2% | 66,741 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +123.5% | 64,246 | $5.7M |
| Pinebridge Investments, L.P. | 0.04% | New | 61,702 | $5.5M |
| Cibc World Markets Corp. | 0.03% | Add +27.0% | 60,106 | $5.3M |
| Financial Strategies Group, Inc. | 1.41% | Add +18.4% | 62,874 | $5.3M |
| Mariner, LLC | 0.01% | Add +7.2% | 59,182 | $5.2M |
| Montag A & Associates Inc. | 0.26% | Reduce -1.3% | 58,883 | $5.2M |
| Lazard Asset Management LLC | 0.01% | Add +16.8% | 58,485 | $5.2M |
| GAMCO Investors | 0.05% | Reduce -1.0% | 58,409 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Add +8.3% | 58,322 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.8% | 57,759 | $5.1M |
| Arizona State Retirement System | 0.03% | Add +0.2% | 56,742 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.7% | 55,818 | $4.9M |
| State of Michigan Retirement System | 0.03% | Reduce -0.4% | 55,546 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +8.2% | 54,945 | $4.9M |
| Butensky & Cohen Financial Security, Inc. | 1.51% | Reduce -5.4% | 54,914 | $4.9M |
| Annandale Capital, LLC | 1.10% | No change | 54,853 | $4.9M |
| PGGM Investments | 0.07% | Reduce -6.2% | 54,797 | $4.8M |
| Comerica Bank | 0.02% | Reduce -1.3% | 54,421 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -9.8% | 53,929 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 53,497 | $4.7M |
| Amalgamated Bank | 0.04% | Reduce -0.2% | 53,004 | $4.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 53,000 | $4.7M |
| American International Group, Inc. | 0.02% | Reduce -0.8% | 52,981 | $4.7M |
| Cannell & Spears LLC | 0.10% | Add +19.2% | 52,927 | $4.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -20.8% | 52,669 | $4.7M |
| Focus Partners Wealth | 0.04% | New | 52,537 | $4.6M |
| Tobam | 0.41% | Reduce -0.6% | 51,160 | $4.5M |
| NewEdge Wealth, LLC | 0.10% | Add +12.2% | 57,209 | $4.5M |
| Atria Investments, Inc | 0.06% | Add +0.4% | 50,637 | $4.5M |
| Lighthouse Investment Partners, LLC | 0.26% | New | 49,408 | $4.4M |
| Tudor Investment Corporation | 0.05% | New | 48,045 | $4.2M |
| Forsta Ap-Fonden | 0.04% | Add +17.1% | 47,900 | $4.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.0% | 47,397 | $4.2M |
| Fairman Group, LLC | 3.90% | Reduce -2.2% | 46,725 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +5.4% | 45,883 | $4.1M |
| Asset Management Group, Inc. | 0.61% | Reduce -2.0% | 45,044 | $4.0M |
| Creative Planning | 0.00% | Add +15.0% | 44,963 | $4.0M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.4% | 44,732 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -0.3% | 44,492 | $3.9M |
| Handelsbanken Fonder AB | 0.02% | Add +9.7% | 44,076 | $3.9M |
| IFM Investors Pty Ltd | 0.04% | Reduce -2.1% | 43,504 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +224.2% | 43,339 | $3.8M |
| Northwest & Ethical Investments L.P. | 0.11% | New | 42,906 | $3.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +8.7% | 42,720 | $3.8M |
| Independent Advisor Alliance | 0.13% | Add +1.3% | 41,982 | $3.7M |
| Texas Permanent School Fund Corp. | 0.03% | Reduce -0.4% | 41,897 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Add +4.5% | 41,187 | $3.6M |
| Markel Group | 0.04% | No change | 40,500 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -62.3% | 40,411 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.5% | 39,655 | $3.5M |
| Panagora Asset Management Inc. | 0.02% | Reduce -0.1% | 39,397 | $3.5M |
| ProShare Advisors LLC | 0.01% | Reduce -6.7% | 39,257 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | No change | 39,002 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -42.4% | 37,927 | $3.4M |
| DNB Asset Management AS | 0.02% | Reduce -4.0% | 37,180 | $3.3M |
| Advisors Preferred, LLC | 0.55% | New | 37,416 | $3.3M |
| Otter Creek Advisors, LLC | 2.27% | Add +221.9% | 36,529 | $3.2M |
| USS Investment Management Ltd | 0.03% | Reduce -16.5% | 36,449 | $3.2M |
| KLCM Advisors, Inc. | 0.41% | No change | 36,349 | $3.2M |
| Daiwa Securities Group Inc. | 0.02% | Add +3.3% | 36,109 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -23.5% | 36,066 | $3.2M |
| Czech National Bank | 0.04% | Reduce -0.1% | 35,660 | $3.2M |
| Griffin Asset Management, Inc. | 0.37% | No change | 35,479 | $3.1M |
| CX Institutional | 0.15% | Add +1979.3% | 35,306 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +24.0% | 35,181 | $3.1M |
| SG Americas Securities, LLC | 0.02% | Add +201.3% | 34,963 | $3.1M |
| Manchester Financial Inc. | 0.80% | Reduce -0.1% | 34,830 | $3.1M |
| Utah Retirement Systems | 0.04% | Reduce -0.3% | 34,601 | $3.1M |
| Ostrum Asset Management | 0.24% | No change | 34,545 | $3.1M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -0.8% | 33,906 | $3.0M |
| Godshalk Welsh Capital Management, Inc. | 2.01% | Reduce -0.1% | 33,904 | $3.0M |
| Sepio Capital, LP | 0.25% | Reduce -12.5% | 33,022 | $2.9M |
| Tredje AP-fonden | 0.03% | No change | 32,617 | $2.9M |
| Public Sector Pension Investment Board | 0.02% | Add +0.9% | 32,072 | $2.8M |
| TD Private Client Wealth LLC | 0.09% | Add +0.4% | 31,290 | $2.8M |
| Belpointe Asset Management LLC | 0.21% | No change | 30,961 | $2.7M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Reduce -3.2% | 30,873 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Add +8.4% | 30,546 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +9.1% | 29,845 | $2.6M |
| Accurate Wealth Management, LLC | 0.77% | Add +3.9% | 31,971 | $2.6M |
| Dean Investment Associates, LLC | 0.36% | Reduce -8.3% | 29,636 | $2.6M |
| STRS Ohio | 0.01% | Add +5.7% | 29,415 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.9% | 29,191 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +25.4% | 36,959 | $2.6M |
| Caldwell Trust Co | 0.30% | No change | 28,774 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +20.9% | 28,743 | $2.5M |
| Raymond James Trust N.A. | 0.06% | Reduce -3.5% | 28,348 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Reduce -4.1% | 27,724 | $2.5M |
| Xponance LLC | 0.03% | Add +6.3% | 27,718 | $2.5M |
| Tealwood Asset Management Inc. | 1.10% | New | 27,459 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.5% | 27,336 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -31.7% | 27,003 | $2.4M |
| Aurora Investment Counsel | 1.36% | Add +1.7% | 26,760 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.5% | 26,571 | $2.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Reduce -30.4% | 26,563 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 26,576 | $2.3M |
| Agate Pass Investment Management, LLC | 1.23% | Reduce -0.7% | 25,983 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -68.2% | 25,436 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +3.9% | 24,631 | $2.2M |
| Intrepid Capital Management Inc. | 1.41% | No change | 24,595 | $2.2M |
| Ethic Inc. | 0.05% | Add +17.6% | 24,583 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.0% | 23,705 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.5% | 22,829 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 22,733 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.9% | 22,710 | $2.0M |
| Citizens National Bank Trust Department | 0.46% | Reduce -2.0% | 22,530 | $2.0M |
| Prudential PLC | 0.02% | Reduce -34.2% | 22,401 | $2.0M |
| Trexquant Investment LP | 0.04% | Reduce -66.1% | 22,248 | $2.0M |
| Willow Creek Wealth Management Inc. | 0.23% | Reduce 0.0% | 21,928 | $1.9M |
| Central Pacific Bank - Trust Division | 0.25% | — | 21,737 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +20.7% | 21,374 | $1.9M |
| AXA S.A. | 0.01% | Add +292.0% | 21,347 | $1.9M |
| Williamson Legacy Group, LLC | 1.45% | Add +2.6% | 21,237 | $1.9M |
| Delphi Management Inc. | 1.43% | Reduce -2.1% | 20,877 | $1.8M |
| Leavell Investment Management, Inc. | 0.10% | No change | 20,403 | $1.8M |
| Verition Fund Management LLC | 0.02% | Reduce -1.4% | 20,309 | $1.8M |
| Ossiam | 0.03% | Reduce -29.4% | 20,169 | $1.8M |
| First Hawaiian Bank | 0.06% | Add +7.6% | 20,166 | $1.8M |
| LRT Capital Management, LLC | 1.60% | Add +72.2% | 20,066 | $1.8M |
| Dean Capital Management | 1.01% | Reduce -9.5% | 19,564 | $1.7M |
| Insight Inv LLC | 1.50% | Add +6.5% | 19,545 | $1.7M |
| Applied Capital LLC | 1.40% | Add +1.8% | 19,497 | $1.7M |
| Brendel Financial Advisors LLC | 1.97% | Add +1.1% | 19,496 | $1.7M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -0.4% | 19,427 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +38.0% | 18,976 | $1.7M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +4.8% | 18,850 | $1.7M |
| Bleakley Financial Group, LLC | 0.05% | Add +9.1% | 18,820 | $1.7M |
| Simplicity Wealth,LLC | 0.04% | New | 18,503 | $1.6M |
| Edgestream Partners, L.P. | 0.08% | Reduce -11.5% | 18,330 | $1.6M |
| Inspire Investing, LLC | 0.16% | Reduce -16.2% | 17,962 | $1.6M |
| Chase Investment Counsel Corp. | 0.59% | New | 17,918 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -3.2% | 17,675 | $1.6M |
| Aviva PLC | 0.01% | Reduce -7.7% | 17,381 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +9.3% | 17,350 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 17,266 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -30.4% | 17,181 | $1.5M |
| DF Dent & Co. Inc. | 0.02% | No change | 16,998 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +686.2% | 16,903 | $1.5M |
| USA Financial Formulas | 0.24% | New | 16,859 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.2% | 16,691 | $1.5M |
| Grace & White Inc. | 0.27% | No change | 16,580 | $1.5M |
| Pullen Investment Management, LLC | 1.20% | — | 16,011 | $1.4M |
| iA Global Asset Management Inc. | 0.03% | Reduce -21.9% | 15,996 | $1.4M |
| Elgethun Capital Management | 0.36% | Add +0.0% | 16,038 | $1.4M |
| Personal Cfo Solutions, LLC | 0.22% | Add +0.0% | 15,954 | $1.4M |
| Advisor OS, LLC | 0.16% | Add +9.8% | 15,885 | $1.4M |
| Twin Capital Management Inc. | 0.17% | Reduce -0.5% | 15,595 | $1.4M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -4.0% | 15,423 | $1.4M |
| Kentucky Retirement Systems | 0.04% | Reduce -5.6% | 15,391 | $1.4M |
| Stegent Equity Advisors, Inc. | 1.38% | Add +20.3% | 15,318 | $1.4M |
| Railway Pension Investments Ltd | 0.01% | No change | 15,300 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | New | 15,229 | $1.3M |
| Achmea Investment Management B.V. | 0.03% | No change | 15,213 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +7.4% | 15,206 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | No change | 16,234 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.5% | 14,714 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +5.4% | 14,704 | $1.3M |
| Resources Management Corp. /CT/ | 0.19% | Add +1.1% | 14,620 | $1.3M |
| Pensionfund Sabic | 0.38% | Reduce -27.5% | 14,500 | $1.3M |
| Scotia Capital Inc. | 0.01% | Add +9.3% | 14,365 | $1.3M |
| W1M Investment Management Ltd | 0.03% | No change | 14,350 | $1.3M |
| Mitchell & Pahl Private Wealth, LLC | 0.66% | Add +1.0% | 14,221 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -28.3% | 14,074 | $1.2M |
| Nordea Investment Management AB | 0.00% | Add +5.5% | 13,959 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +2.4% | 13,959 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +3.2% | 13,937 | $1.2M |
| Empowered Funds, LLC | 0.02% | Reduce -48.4% | 13,930 | $1.2M |
| JT Stratford LLC | 0.24% | Add +33.5% | 13,858 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +77.7% | 13,466 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -50.0% | 13,380 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.6% | 13,380 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +448.9% | 13,348 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -4.9% | 13,270 | $1.2M |
| Cumberland Partners Ltd | 0.08% | Reduce -35.0% | 13,000 | $1.1M |
| Parsons Capital Management Inc. | 0.08% | Reduce -1.8% | 12,933 | $1.1M |
| Trust Co. of Vermont | 0.06% | Reduce -6.6% | 12,855 | $1.1M |
| Brighton Jones LLC | 0.04% | Reduce -4.8% | 12,667 | $1.1M |
| Eagle Asset Management Inc. | 0.01% | Reduce -30.6% | 12,505 | $1.1M |
| Summit Global Investments | 0.08% | Reduce -88.9% | 12,279 | $1.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.09% | Add +22.1% | 12,237 | $1.1M |
| Centaurus Financial, Inc. | 0.08% | New | 12,213 | $1.1M |
| Almanack Investment Partners, LLC. | 0.18% | Reduce -8.0% | 12,198 | $1.1M |
| Rothschild Investment LLC | 0.08% | Add +4014.9% | 12,180 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.8% | 12,158 | $1.1M |
| Resonant Capital Advisors, LLC | 0.09% | Add +0.8% | 12,145 | $1.1M |
| Procyon Advisors, LLC | 0.08% | Reduce -0.2% | 11,915 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -7.4% | 11,880 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -60.6% | 11,871 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.1% | 11,800 | $1.0M |
| Unigestion Holding SA | 0.05% | Add +25.9% | 11,723 | $1.0M |
| Fairfield, Bush & Co. | 0.61% | Reduce -16.2% | 11,625 | $1.0M |
| Jump Financial, LLC | 0.03% | New | 11,539 | $1.0M |
| HM Payson & Co. | 0.02% | No change | 11,494 | $1.0M |
| Credit Agricole S A | 0.02% | Add +113.6% | 12,313 | $997K |
| Connectus Wealth, LLC | 0.03% | Reduce -6.6% | 11,154 | $987K |
| Axxcess Wealth Management, LLC | 0.03% | Add +8.9% | 10,974 | $971K |
| US Bancorp \de | 0.00% | Add +6.7% | 10,841 | $959K |
| YHB Investment Advisors, Inc. | 0.08% | No change | 10,743 | $950K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -25.3% | 10,728 | $949K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +4.9% | 10,706 | $947K |
| Quantinno Capital Management LP | 0.02% | Add +34.2% | 10,650 | $942K |
| Baxter Bros Inc. | 0.12% | New | 10,532 | $931K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -1.9% | 10,250 | $907K |
| First Trust Direct Indexing L.P. | 0.07% | Add +8.1% | 10,218 | $904K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -42.3% | 9,928 | $878K |
| Swedbank AB | 0.00% | No change | 9,844 | $871K |
| Praxis Investment Management Inc. | 0.06% | No change | 9,825 | $869K |
| Virtu Financial LLC | 0.07% | New | 9,785 | $865K |
| Claro Advisors Inc. | 0.15% | Reduce -0.9% | 9,744 | $862K |
| Metis Global Partners, LLC | 0.03% | Add +0.3% | 9,590 | $848K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.9% | 9,571 | $846K |
| Versor Investments LP | 0.17% | Reduce -32.1% | 9,516 | $842K |
| Scholtz & Company, LLC | 0.37% | Reduce -31.3% | 9,510 | $841K |
| Diversify Advisory Services, LLC | 0.05% | — | 9,586 | $839K |
| Ballentine Partners, LLC | 0.02% | Add +3.3% | 9,479 | $838K |
| D. E. Shaw & Co. | 0.00% | Reduce -81.9% | 9,289 | $822K |
| M&T Bank Corp | 0.00% | Reduce -2.7% | 9,208 | $814K |
| LVW Advisors, LLC | 0.14% | Reduce -3.5% | 9,143 | $809K |
| Bellevue Asset Management, LLC | 0.45% | No change | 9,000 | $796K |
| Everpar Advisors LLC | 0.48% | Reduce -44.5% | 8,915 | $788K |
| Cresset Asset Management, LLC | 0.00% | Add +3.3% | 8,905 | $788K |
| Compass Wealth Management LLC | 0.20% | No change | 8,889 | $786K |
| Siemens Fonds Invest GmbH | 0.06% | Add +88.2% | 8,777 | $776K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,687 | $768K |
| Lombard Odier Asset Management (Switzerland) SA | 0.05% | New | 8,676 | $767K |
| Murphy Pohlad Asset Management LLC | 0.30% | No change | 8,662 | $766K |
| Wealth Quarterback LLC | 0.43% | Reduce -12.2% | 8,630 | $763K |
| Cadent Capital Advisors, LLC | 0.30% | Add +0.1% | 8,616 | $762K |
| Magnetar Financial LLC | 0.02% | New | 8,550 | $756K |
| Gotham Asset Management | 0.01% | Reduce -22.8% | 8,536 | $755K |
| Commerce Bank | 0.01% | Add +1.7% | 8,471 | $749K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +11.4% | 10,151 | $738K |
| SRB Corp. | 0.04% | Add +17.0% | 8,309 | $735K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -73.3% | 8,264 | $731K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 8,193 | $725K |
| Wealthfront Advisers LLC | 0.00% | Add +10.0% | 8,180 | $723K |
| Metropolitan Life Insurance Co | 0.03% | Reduce -1.4% | 8,173 | $723K |
| Empire Financial Management Company, LLC | 0.24% | Add +15.8% | 8,109 | $717K |
| Vident Advisory, LLC | 0.01% | Reduce -83.4% | 8,040 | $711K |
| Faithward Advisors, LLC | 0.13% | Add +64.4% | 8,019 | $709K |
| Baader Bank Aktiengesellschaft | 0.06% | New | 7,950 | $703K |
| UMB Bank, n.a. | 0.01% | No change | 7,871 | $696K |
| CI Investments Inc. | 0.00% | Add +20.1% | 7,716 | $682K |
| Tidal Investments LLC | 0.01% | Reduce -27.2% | 7,605 | $672K |
| Washington Capital Management, Inc. | 0.55% | Reduce -15.6% | 7,600 | $672K |
| ING Groep NV | 0.00% | Reduce -1.5% | 7,555 | $668K |
| NCM Capital Management, LLC | 0.37% | No change | 7,506 | $664K |
| Vinva Investment Management Ltd | 0.04% | Add +42.1% | 7,489 | $662K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 7,464 | $660K |
| McElhenny Sheffield Capital Management, LLC | 0.23% | New | 7,454 | $659K |
| Gratus Capital, LLC | 0.03% | No change | 7,421 | $656K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -23.7% | 7,383 | $653K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -2.6% | 7,372 | $652K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 7,303 | $646K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,200 | $637K |
| Lincoln National Corp. | 0.01% | Add +11.8% | 7,146 | $632K |
| Empirical Finance, LLC | 0.04% | Add +3.6% | 7,045 | $623K |
| Norinchukin Bank, The | 0.02% | Reduce -1.7% | 7,010 | $620K |
| Mutual Advisors, LLC | 0.02% | Add +16.9% | 6,922 | $612K |
| Aspen Investment Management Inc | 0.31% | Add +39.8% | 6,867 | $607K |
| DAVENPORT & Co LLC | 0.00% | Add +4.1% | 6,774 | $599K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +1.6% | 6,773 | $599K |
| Gifford Fong Associates | 0.16% | No change | 6,750 | $597K |
| Quantbot Technologies LP | 0.03% | New | 6,724 | $595K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -7.8% | 6,688 | $591K |
| Avior Wealth Management, LLC | 0.03% | Add +40.2% | 6,638 | $587K |
| Eagle Harbor Asset Management Inc. | 0.62% | Add +3.6% | 6,607 | $584K |
| King Luther Capital Management Corp. | 0.00% | New | 6,559 | $580K |
| Symmetry Partners, LLC | 0.05% | No change | 6,558 | $580K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +4.5% | 6,450 | $570K |
| Quadrature Capital Ltd | 0.01% | Reduce -49.5% | 6,449 | $570K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +23.2% | 6,433 | $569K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.3% | 6,431 | $569K |
| Hilltop Holdings Inc. | 0.06% | Reduce -0.2% | 6,419 | $568K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.5% | 6,419 | $568K |
| TrinityPoint Wealth, LLC | 0.09% | Add +0.1% | 6,411 | $567K |
| Park Avenue Securities LLC | 0.01% | Reduce -11.9% | 6,348 | $561K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.8% | 6,278 | $555K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.8% | 6,278 | $555K |
| Dark Forest Capital Management LP | 0.09% | New | 6,246 | $552K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -57.3% | 6,223 | $550K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +1.1% | 6,215 | $550K |
| Heritage Wealth Management, LLC | 0.28% | Reduce -2.9% | 6,136 | $543K |
| Avantax Advisory Services, Inc. | 0.00% | Add +29.6% | 6,132 | $542K |
| Degroof Petercam Asset Management | 0.01% | No change | 6,104 | $540K |
| Glenmede Trust Co. NA | 0.00% | Reduce -5.4% | 6,102 | $540K |
| Citadel Investment Advisory, Inc. | 0.30% | No change | 6,066 | $536K |
| Forum Financial Management, LP | 0.01% | Reduce -1.0% | 6,006 | $531K |
| Mgo One Seven LLC | 0.03% | Add +2.4% | 5,974 | $528K |
| Matrix Private Capital Group LLC | 0.36% | No change | 5,932 | $525K |
| Bridgefront Capital, LLC | 0.39% | New | 5,828 | $515K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -2.0% | 5,812 | $514K |
| Fifth Third Bancorp | 0.00% | Add +16.3% | 5,763 | $510K |
| Wealth Alliance, LLC | 0.06% | Reduce -1.2% | 5,571 | $493K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -24.1% | 5,533 | $489K |
| NewEdge Advisors, LLC | 0.00% | Add +114.8% | 5,523 | $488K |
| Rakuten Investment Management, Inc. | 0.00% | Add +983.2% | 5,481 | $485K |
| Skba Capital Management LLC | 0.08% | Add +12.6% | 5,455 | $482K |
| Harbour Investments, Inc. | 0.02% | Add +5.0% | 5,445 | $482K |
| Brown Advisory Inc. | 0.00% | Add +6.3% | 5,391 | $477K |
| Wright Investors Service Inc. | 0.12% | Reduce -3.8% | 5,334 | $472K |
| Arkadios Wealth Advisors | 0.04% | Add +10.4% | 5,177 | $458K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +1.4% | 5,162 | $457K |
| Avestar Capital, LLC | 0.05% | Add +1.8% | 5,105 | $451K |
| Ritholtz Wealth Management | 0.02% | Add +1.7% | 5,104 | $451K |
| Ancora Advisors LLC | 0.01% | Reduce -33.0% | 5,064 | $448K |
| Bard Financial Services, Inc. | 0.05% | No change | 5,060 | $448K |
| DORVAL Corp | 0.21% | No change | 5,314 | $444K |
| Sage Capital Advisors,llc | 0.13% | No change | 5,000 | $442K |
| Keybank National Association | 0.00% | Add +10.1% | 4,968 | $439K |
| Tectonic Advisors LLC | 0.03% | Reduce -0.1% | 4,966 | $439K |
| Tufton Capital Management | 0.09% | No change | 4,950 | $438K |
| Meitav Investment House Ltd. | 0.01% | No change | 4,950 | $438K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 4,938 | $437K |
| Private Trust Co. NA | 0.05% | Reduce -1.9% | 4,933 | $436K |
| Greenleaf Trust | 0.00% | Reduce -3.7% | 4,914 | $435K |
| Naples Global Advisors, LLC | 0.04% | No change | 4,892 | $433K |
| Freedom Investment Management, Inc. | 0.03% | Add +25.4% | 4,787 | $423K |
| Baron Wealth Management LLC | 0.22% | Reduce -0.6% | 4,740 | $419K |
| MJP Associates Inc. | 0.09% | Add +25.3% | 4,727 | $418K |
| Hamilton Capital Partners Inc. | 0.05% | Reduce -34.2% | 4,719 | $417K |
| NEOS Investment Management LLC | 0.03% | Add +63.5% | 4,716 | $417K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -0.3% | 4,656 | $412K |
| Wealth Advisors of Iowa, LLC | 0.25% | No change | 4,648 | $411K |
| Menard Financial Group LLC | 0.35% | New | 4,643 | $411K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.3% | 4,609 | $408K |
| Towne Trust Company, N.A | 0.15% | Add +36.9% | 4,560 | $403K |
| Blair William & Co. | 0.00% | Reduce -0.9% | 4,544 | $402K |
| Wedmont Private Capital | 0.03% | Add +3.0% | 4,768 | $399K |
| Investment Partners Asset Management, Inc. | 0.36% | No change | 4,500 | $398K |
| Diligent Investors, LLC | 0.10% | No change | 4,500 | $398K |
| Romano Brothers and Company | 0.05% | Reduce -3.2% | 4,475 | $396K |
| Fiduciary Alliance LLC | 0.07% | Reduce -2.3% | 4,510 | $395K |
| Eagle Ridge Investment Management | 0.04% | Reduce -0.8% | 4,447 | $393K |
| Advisors Asset Management, Inc. | 0.01% | Add +95.4% | 4,430 | $392K |
| Harvest Fund Management Co., Ltd | 0.03% | New | 4,394 | $388K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.1% | 4,355 | $385K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +96.8% | 6,006 | $385K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 4,996 | $385K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.6% | 4,168 | $369K |
| Compound Planning, Inc. | 0.03% | Add +7.0% | 4,152 | $367K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.0% | 4,132 | $365K |
| Carmel Capital Partners, LLC | 0.15% | No change | 4,125 | $365K |
| Alps Advisors Inc. | 0.00% | Reduce -20.3% | 4,090 | $362K |
| M&R Capital Management Inc. | 0.09% | No change | 4,000 | $354K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 3,982 | $352K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.2% | 3,899 | $345K |
| Epoch Investment Partners, Inc. | 0.00% | No change | 3,822 | $338K |
| DoubleLine ETF Adviser LP | 0.09% | Add +10.5% | 3,804 | $336K |
| Graham Capital Wealth Management, LLC | 0.60% | Reduce -19.2% | 3,785 | $335K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 3,763 | $333K |
| Capstone Investment Advisors, LLC | 0.01% | Add +19.3% | 3,702 | $327K |
| Cynosure Group, LLC | 0.06% | New | 3,670 | $325K |
| Financial Security Advisor, Inc. | 0.11% | Add +0.1% | 3,660 | $324K |
| Beacon Financial Group | 0.04% | Reduce -1.8% | 3,645 | $322K |
| Veltria Advisors Corp. | 0.08% | New | 3,641 | $322K |
| Shell Asset Management Co. | 0.01% | New | 4,094 | $322K |
| Caprock Group, LLC | 0.02% | Add +5.9% | 3,612 | $320K |
| HB Wealth Management, LLC | 0.00% | Reduce -12.6% | 3,574 | $316K |
| Osterweis Capital Management Inc. | 0.02% | No change | 3,527 | $312K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,485 | $308K |
| Somerset Trust Co | 0.13% | Reduce -0.2% | 3,472 | $307K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.3% | 3,427 | $303K |
| Horizon Investments, LLC | 0.01% | Add +16.9% | 3,427 | $303K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +61.9% | 5,133 | $303K |
| Koshinski Asset Management, Inc. | 0.03% | New | 3,404 | $301K |
| Vestcor Inc | 0.01% | Reduce -31.4% | 3,387 | $300K |
| Private Wealth Advisors, LLC | 0.13% | Add +0.1% | 3,384 | $299K |
| Thrive Wealth Management, LLC | 0.06% | Add +6.4% | 3,378 | $299K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Add +11.7% | 3,350 | $296K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 3,320 | $294K |
| Investment Management Corp of Ontario | 0.01% | Reduce -31.2% | 3,301 | $292K |
| Maverick Capital | 0.01% | New | 3,267 | $289K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,214 | $284K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 3,171 | $280K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Add +5.8% | 3,166 | $277K |
| Woodward Diversified Capital, LLC | 0.17% | New | 3,115 | $276K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 3,114 | $275K |
| Ieq Capital, LLC | 0.00% | Reduce -4.2% | 3,098 | $274K |
| Aureus Asset Management, LLC | 0.02% | No change | 3,096 | $274K |
| Trustmark Bank Trust Department | 0.02% | No change | 3,080 | $272K |
| AE Wealth Management LLC | 0.00% | Reduce -71.2% | 3,055 | $270K |
| Signaturefd, LLC | 0.01% | Reduce -13.2% | 3,048 | $270K |
| Deerfield Management Company, L.P. | 0.01% | New | 3,045 | $269K |
| Profund Advisors LLC | 0.01% | Add +2.5% | 3,017 | $267K |
| Alberta Investment Management Corp | 0.00% | No change | 3,000 | $265K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +2.3% | 2,999 | $265K |
| Treynor Bancshares, Inc. | 0.15% | No change | 2,992 | $265K |
| Ami Investment Management Inc. | 0.09% | Reduce -0.8% | 2,949 | $261K |
| NorthRock Partners, LLC | 0.01% | Add +2.0% | 3,006 | $261K |
| Axq Capital, LP | 0.06% | New | 2,900 | $256K |
| Global Wealth Management Investment Advisory, Inc. | 0.06% | Add +0.2% | 2,893 | $256K |
| Banque Pictet & Cie SA | 0.00% | Reduce -25.5% | 2,882 | $255K |
| LGT Financial Advisors LLC | 0.30% | Reduce -4.5% | 2,877 | $254K |
| Argent Trust Co | 0.01% | Reduce -50.3% | 2,874 | $254K |
| GYL Financial Synergies, LLC | 0.02% | Add +0.4% | 2,855 | $252K |
| BIP Wealth, LLC | 0.02% | No change | 2,846 | $252K |
| Mountain Pacific Investment Advisers LLC | 0.01% | No change | 2,835 | $251K |
| Two Sigma Securities, LLC | 0.01% | New | 2,821 | $249K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,810 | $249K |
| Smith Shellnut Wilson LLC | 0.13% | New | 2,805 | $248K |
| FineMark National Bank & Trust | 0.01% | New | 2,801 | $248K |
| Savant Capital, LLC | 0.00% | New | 2,788 | $247K |
| Vicus Capital | 0.02% | New | 2,784 | $246K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -17.6% | 2,775 | $245K |
| Eagle Bay Advisors LLC | 0.15% | Reduce -21.6% | 2,746 | $243K |
| Firethorn Wealth Partners, LLC | 0.14% | New | 2,737 | $242K |
| Jackson Creek Investment Advisors LLC | 0.09% | New | 2,734 | $242K |
| Vontobel Holding Ltd. | 0.00% | New | 2,730 | $241K |
| Cottonwood Capital Advisors, LLC | 0.19% | New | 2,934 | $241K |
| O'Dell Group, LLC | 0.06% | No change | 2,700 | $239K |
| Mirabella Financial Services LLP | 0.02% | Reduce -76.9% | 2,663 | $236K |
| NDVR, Inc. | 0.22% | New | 2,629 | $233K |
| HighPoint Advisor Group LLC | 0.02% | Add +2.1% | 2,912 | $229K |
| GTS Securities LLC | 0.01% | Reduce -33.6% | 2,574 | $228K |
| ABLE Financial Group, LLC | 0.09% | New | 2,533 | $224K |
| Trust Point Inc. | 0.02% | New | 2,510 | $222K |
| Impact Partnership Wealth, LLC | 0.09% | Add +2.8% | 2,505 | $222K |
| Clarius Group, LLC | 0.02% | New | 2,490 | $220K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | New | 2,486 | $220K |
| Mather Group, Llc. | 0.00% | No change | 3,098 | $219K |
| State of Wyoming | 0.04% | Reduce -27.2% | 2,467 | $218K |
| Chilton Capital Management LLC | 0.01% | No change | 2,445 | $216K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 2,424 | $214K |
| Curi Capital, LLC | 0.01% | New | 2,418 | $214K |
| First Nebraska Trust Co | 0.02% | New | 2,410 | $213K |
| Fidelis Capital Partners, LLC | 0.03% | New | 2,402 | $212K |
| Wexford Capital LP | 0.04% | New | 2,400 | $212K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,373 | $210K |
| One Wealth Advisors, LLC | 0.04% | New | 2,370 | $210K |
| Petrus Trust Company, LTA | 0.02% | Reduce -64.2% | 2,363 | $209K |
| Trust Asset Management LLC | 0.02% | New | 2,354 | $208K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,345 | $207K |
| Nilsine Partners, LLC | 0.03% | Reduce -63.2% | 2,340 | $207K |
| Shelton Capital Management | 0.01% | New | 2,334 | $206K |
| Qube Research & Technologies Ltd | 0.00% | Add +141.0% | 2,328 | $206K |
| Cognios Beta Neutral Large Cap Fund, LP | 0.27% | Reduce -68.5% | 2,327 | $206K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 2,309 | $204K |
| American Trust | 0.02% | New | 2,290 | $203K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,275 | $201K |
| Meeder Advisory Services, Inc. | 0.02% | New | 2,268 | $201K |
| Iron Horse Wealth Management, LLC | 0.08% | Reduce -13.8% | 2,218 | $196K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.2% | 2,201 | $195K |
| Whittier Trust Co. | 0.00% | Add +5.9% | 2,109 | $187K |
| C M Bidwell & Associates Ltd. | 0.12% | Add +64.7% | 2,052 | $181K |
| IFP Advisors, Inc | 0.01% | Add +0.8% | 2,048 | $181K |
| Catalyst Funds Management Pty Ltd | 0.05% | — | 2,000 | $177K |
| Optimum Investment Advisors | 0.08% | Add +14.5% | 1,975 | $175K |
| Benjamin Edwards Inc. | 0.03% | Add +63.7% | 1,937 | $171K |
| Heritage Wealth Advisors | 0.01% | No change | 1,909 | $169K |
| GAMMA Investing LLC | 0.03% | Add +23.2% | 1,901 | $168K |
| Smartleaf Asset Management LLC | 0.03% | Add +35.6% | 1,835 | $162K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 1,548 | $137K |
| AdvisorNet Financial, Inc | 0.01% | Add +15.9% | 1,436 | $127K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +10.1% | 1,323 | $117K |
| Acadian Asset Management LLC | 0.00% | No change | 1,270 | $112K |
| CoreCap Advisors, LLC | 0.01% | New | 1,260 | $111K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,260 | $111K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,245 | $110K |
| Principal Securities, Inc. | 0.00% | Add +10.0% | 1,235 | $109K |
| Cambridge Trust Co. | 0.00% | Reduce -5.3% | 1,231 | $109K |
| West Paces Advisors Inc. | 0.03% | Add +12.7% | 1,228 | $109K |
| Headlands Technologies LLC | 0.03% | New | 1,226 | $108K |
| Blue Trust, Inc. | 0.00% | Reduce -7.2% | 1,140 | $101K |
| Allworth Financial LP | 0.00% | Add +0.6% | 1,137 | $101K |
| St. Johns Investment Management Company, LLC | 0.05% | No change | 1,125 | $99K |
| Federated Hermes, Inc. | 0.00% | Reduce -23.3% | 1,077 | $95K |
| Sentry Investment Management LLC | 0.04% | No change | 1,066 | $94K |
| Mendota Financial Group, LLC | 0.05% | Reduce -24.4% | 1,040 | $92K |
| Global Assets Advisory, LLC | 0.06% | New | 1,047 | $92K |
| Johnson Financial Group, Inc. | 0.00% | No change | 976 | $86K |
| Penserra Capital Management LLC | 0.00% | Reduce -48.4% | 953 | $83K |
| Harbor Investment Advisory, LLC | 0.01% | Add +3.4% | 931 | $82K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 921 | $81K |
| Alta Advisers Ltd | 0.04% | No change | 900 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.6% | 907 | $79K |
| Silver Oak Securities, Incorporated | 0.01% | New | 893 | $79K |
| Leonteq Securities AG | 0.01% | No change | 883 | $78K |
| Quent Capital, LLC | 0.01% | Reduce -0.1% | 852 | $75K |
| Criterion Capital Advisors, LLC | 0.05% | Add +1.8% | 845 | $75K |
| Westpac Banking Corp. | 0.01% | Add +60.5% | 838 | $74K |
| Fortitude Family Office, LLC | 0.05% | No change | 827 | $73K |
| Parkside Financial Bank & Trust | 0.01% | Add +11.6% | 801 | $71K |
| Spotlight Asset Group, Inc. | 0.05% | No change | 778 | $69K |
| Evermay Wealth Management LLC | 0.01% | New | 740 | $65K |
| Global Retirement Partners, LLC | 0.00% | Add +50.8% | 718 | $64K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +1.7% | 716 | $63K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 675 | $60K |
| SYSTM Wealth Solutions LLC | 0.01% | Reduce -2.7% | 649 | $57K |
| Davis Capital Management | 0.05% | No change | 639 | $56K |
| Lindbrook Capital, LLC | 0.01% | Add +4.7% | 607 | $54K |
| First Manhattan Co. Llc. | 0.00% | No change | 586 | $52K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 553 | $49K |
| Covestor Ltd | 0.03% | Add +173.0% | 546 | $48K |
| Planning Capital Management Corp | 0.03% | No change | 536 | $47K |
| Intelligent Financial Strategies | 0.03% | New | 503 | $44K |
| Raleigh Capital Management Inc. | 0.02% | Add +44.6% | 499 | $44K |
| PFS Partners, LLC | 0.03% | Add +0.2% | 473 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +263.5% | 458 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +563.2% | 451 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 450 | $40K |
| CENTRAL TRUST Co | 0.00% | Reduce -33.2% | 442 | $39K |
| Trust Co | 0.01% | No change | 438 | $39K |
| Hoese & Co LLP | 0.03% | No change | 450 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -21.2% | 420 | $37K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 411 | $36K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.8% | 374 | $33K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 387 | $30K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 331 | $29K |
| Spire Wealth Management | 0.00% | Add +1.9% | 322 | $28K |
| Lanark Financial, Inc. | 0.00% | Reduce -11.7% | 324 | $28K |
| Arax Advisory Partners | 0.00% | No change | 315 | $28K |
| Caitlin John, LLC | 0.02% | Add +0.3% | 315 | $28K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -13.7% | 308 | $27K |
| Colonial Trust Advisors | 0.00% | Add +14300.0% | 288 | $25K |
| Tortoise Investment Management, LLC | 0.00% | New | 287 | $25K |
| CGC Financial Services, LLC | 0.01% | Reduce -75.0% | 281 | $25K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 268 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 265 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 260 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Add +3.7% | 253 | $22K |
| Hilltop National Bank | 0.01% | — | 243 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -10.4% | 240 | $21K |
| Riverview Trust Co | 0.02% | New | 240 | $21K |
| Hexagon Capital Partners LLC | 0.00% | Add +33.5% | 239 | $21K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 225 | $20K |
| Park Place Capital Corp | 0.01% | No change | 218 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 200 | $18K |
| Huntington National Bank | 0.00% | Reduce -13.7% | 196 | $17K |
| Colonial Trust Co / SC | 0.00% | No change | 187 | $17K |
| Zions Bancorporation, N.A. | 0.00% | No change | 178 | $16K |
| Pittenger & Anderson Inc. | 0.00% | No change | 175 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 201 | $14K |
| Webster Bank, N. A. | 0.00% | New | 155 | $14K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -24.3% | 153 | $14K |
| Bokf, NA | 0.00% | Reduce -5.2% | 147 | $13K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 145 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 136 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 133 | $12K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.3% | 140 | $11K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -69.7% | 124 | $11K |
| Fernwood Investment Management, LLC | 0.00% | New | 121 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 120 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 109 | $10K |
| Global Wealth Strategies & Associates | 0.00% | No change | 107 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | New | 76 | $8K |
| Tyler-Stone Wealth Management | 0.00% | No change | 86 | $8K |
| LRI Investments, LLC | 0.00% | — | 81 | $7K |
| DT Investment Partners, LLC | 0.00% | No change | 75 | $7K |
| REAP Financial Group, LLC | 0.00% | Add +4.2% | 75 | $7K |
| Archer Investment Corp | 0.00% | No change | 73 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 72 | $6K |
| Aspire Private Capital, LLC | 0.00% | No change | 69 | $6K |
| Abich Financial Wealth Management LLC | 0.00% | Add +25.9% | 68 | $6K |
| Balefire, LLC | 0.00% | Add +15.3% | 68 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | Add +275.0% | 60 | $5K |
| MCF Advisors LLC | 0.00% | Add +11.5% | 58 | $5K |
| MV Capital Management, Inc. | 0.00% | Add +3.6% | 57 | $5K |
| Crewe Advisors LLC | 0.00% | New | 54 | $5K |
| RFP Financial Group LLC | 0.00% | No change | 50 | $4K |
| Wolff Wiese Magana LLC | 0.00% | Add +820.0% | 46 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 50 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 44 | $4K |
| Castleview Partners, LLC | 0.00% | New | 40 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -4.8% | 40 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 39 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +2.9% | 35 | $3K |
| Psagot Value Holdings Ltd. / (Israel) | 0.03% | No change | 35 | $3K |
| First PREMIER Bank | 0.00% | No change | 29 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -3.0% | 32 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 25 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -33.3% | 24 | $2K |
| City State Bank | 0.00% | New | 25 | $2K |
| Avion Wealth | 0.00% | No change | 17 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +13.3% | 17 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 16 | $1K |
| AlphaQuest LLC | 0.00% | New | 13 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 15 | $1K |
| GW&K Investment Management, LLC | 0.00% | Add +33.3% | 16 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 9 | $796 |
| Sachetta, LLC | 0.00% | No change | 11 | $778 |
| TFO Wealth Partners, LLC | 0.00% | No change | 8 | $708 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -25.0% | 6 | $536 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $354 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4 | $353 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 3 | $266 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $177 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $90 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $89 |
| WestEnd Advisors, LLC | 0.00% | New | 1 | $88 |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.