WR BerkleyWRB
13F holders, Q3 2024 (September 30)799holders +42
96new positions
58sold out
10famous investors
$56.71avg. 13F price*
At the end of Q3 2024, 799 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 42 from Q2 2024. 96 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and Morgan Stanley ($1.1B). 10 famous investors held it, including Bruce Berkowitz (1.0% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- WR Berkley Corp.
- Filed as
- BERKLEY W R CORP (Q3 2024)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $97.7M |
| Exits | 58 | $121.0M |
All 13F filers, Q2 2024 → Q3 2024: 12,739,669 shares bought and 18,511,786 shares sold, net −5,772,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 799 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.4% | 35,907,179 | $2.0B |
| BlackRock, Inc. | 0.03% | — | 23,356,584 | $1.3B |
| Morgan Stanley | 0.08% | Add +0.3% | 20,029,039 | $1.1B |
| State Street Corp. | 0.04% | Reduce -0.9% | 15,121,001 | $857.8M |
| Kayne Anderson Rudnick Investment Management LLC | 1.45% | Add +2.4% | 11,605,519 | $658.4M |
| Janus Henderson Group PLC | 0.33% | Add +0.7% | 11,321,958 | $642.3M |
| Geode Capital Management, LLC | 0.03% | Reduce -1.4% | 7,591,353 | $429.3M |
| JPMorgan Chase & Co. | 0.03% | Add +3.4% | 7,366,424 | $417.9M |
| Norges Bank | 0.04% | Reduce -14.1% | 4,928,756 | $279.6M |
| Invesco Ltd. | 0.05% | Reduce -15.8% | 4,321,471 | $245.2M |
| Manufacturers Life Insurance Company, The | 0.21% | Add +36.0% | 4,154,783 | $235.7M |
| First Trust Advisors LP | 0.22% | Add +14.3% | 3,992,098 | $226.5M |
| Principal Financial Group Inc. | 0.11% | Add +107.5% | 3,674,171 | $208.4M |
| Bank of America Corp. | 0.02% | Add +10.3% | 3,139,493 | $178.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.4% | 3,042,973 | $172.6M |
| Polar Capital Holdings Plc | 0.80% | Add +0.8% | 2,925,000 | $165.9M |
| 1832 Asset Management L.P. | 0.28% | Reduce -0.1% | 2,891,032 | $164.0M |
| Wells Fargo & Company | 0.04% | Add +4.0% | 2,765,226 | $156.9M |
| Northern Trust Corp. | 0.03% | Reduce -6.8% | 2,719,320 | $154.3M |
| UBS Group AG | 0.04% | Add +14.9% | 2,388,440 | $135.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.6% | 2,297,275 | $130.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -8.0% | 2,031,786 | $115.3M |
| Legal & General Group Plc | 0.03% | Reduce -4.4% | 1,978,240 | $112.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -31.7% | 1,746,084 | $99.1M |
| Royal Bank of Canada | 0.02% | Add +4.3% | 1,676,963 | $95.1M |
| EULAV Asset Management | 2.16% | No change | 1,564,890 | $88.8M |
| Madison Asset Management, LLC | 0.99% | Add +8.8% | 1,553,936 | $88.2M |
| Caisse de depot et placement du Quebec | 0.17% | Add +52.0% | 1,507,757 | $85.5M |
| California Public Employees Retirement System | 0.06% | Reduce -3.2% | 1,482,865 | $84.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -21.7% | 1,478,778 | $83.9M |
| Barclays PLC | 0.04% | Add +19.1% | 1,469,608 | $83.4M |
| Chilton Investment Co. Inc. | 2.10% | Add +16.5% | 1,416,738 | $80.4M |
| HSBC Holdings PLC | 0.05% | Reduce -0.5% | 1,377,092 | $77.9M |
| Confluence Investment Management LLC | 1.03% | Reduce -1.6% | 1,363,295 | $77.3M |
| Anchor Capital Advisors LLC | 2.05% | Reduce -2.8% | 1,358,295 | $77.1M |
| Raymond James & Associates | 0.05% | Add +5.5% | 1,333,418 | $75.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.8% | 1,325,790 | $75.2M |
| Truist Financial Corp. | 0.11% | Add +4.8% | 1,275,691 | $72.4M |
| Parnassus Investments, LLC | 0.14% | Reduce -3.6% | 1,134,214 | $64.3M |
| Dundas Partners LLP | 4.59% | Add +9.7% | 1,123,310 | $63.7M |
| AQR Capital Management | 0.09% | Add +23.6% | 1,110,591 | $62.4M |
| Brandes Investment Partners, LP | 0.68% | Add +1.6% | 1,065,488 | $60.4M |
| Amundi | 0.02% | Add +49.7% | 1,032,946 | $59.4M |
| Victory Capital Management Inc. | 0.06% | Reduce -83.8% | 1,021,233 | $57.9M |
| APG Asset Management N.V. | 0.38% | Reduce -71.9% | 1,136,010 | $57.7M |
| Boston Financial Mangement LLC | 1.67% | Reduce -1.9% | 987,823 | $56.0M |
| Maren Capital LLC | 4.56% | Add +1.4% | 973,187 | $55.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Reduce -2.7% | 933,885 | $53.0M |
| Swiss National Bank | 0.03% | No change | 911,062 | $51.7M |
| Millennium Management | 0.05% | Add +3291.5% | 904,626 | $51.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -14.9% | 884,096 | $50.2M |
| Danske Bank A/S | 0.16% | Add +2.2% | 867,639 | $49.2M |
| Deutsche Bank AG | 0.02% | Add +4.5% | 845,848 | $48.0M |
| Natixis Advisors, LLC | 0.09% | Add +5.3% | 775,429 | $44.0M |
| Stifel Financial Corp. | 0.05% | No change | 767,793 | $43.6M |
| BloombergSen Inc. | 3.64% | No change | 762,399 | $43.3M |
| Wellington Management Group LLP | 0.01% | Reduce -18.1% | 753,191 | $42.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.4% | 737,472 | $41.8M |
| BNP Paribas Financial Markets | 0.04% | Add +38.1% | 661,959 | $37.6M |
| Mraz, Amerine & Associates, Inc. | 6.68% | Add +1.0% | 651,263 | $36.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -39.9% | 625,999 | $35.5M |
| Rhumbline Advisers | 0.03% | Reduce -5.1% | 603,661 | $34.2M |
| National Pension Service | 0.03% | Add +14.6% | 591,965 | $33.6M |
| American Century Companies Inc. | 0.02% | Add +6.9% | 563,117 | $31.9M |
| TD Asset Management Inc | 0.03% | Reduce -21.7% | 542,881 | $30.7M |
| Teacher Retirement System of Texas | 0.13% | Add +8.2% | 486,936 | $27.6M |
| Russell Investments Group, Ltd. | 0.04% | Add +8.9% | 466,800 | $26.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +14.4% | 446,715 | $25.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -12.7% | 431,513 | $24.5M |
| California State Teachers Retirement System | 0.03% | Reduce -3.5% | 430,583 | $24.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.9% | 427,328 | $24.2M |
| Public Employees Retirement Association of Colorado | 0.10% | No change | 424,591 | $24.1M |
| America First Investment Advisors, LLC | 5.40% | Reduce -0.5% | 424,128 | $24.1M |
| Stansberry Asset Management, LLC | 3.12% | Add +0.2% | 412,209 | $23.4M |
| Wallington Asset Management, LLC | 3.15% | Add +2.9% | 398,926 | $22.6M |
| Alliancebernstein L.P. | 0.01% | Add +9.6% | 384,115 | $21.8M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 364,043 | $20.7M |
| Los Angeles Capital Management LLC | 0.08% | Reduce -38.3% | 358,937 | $20.4M |
| Jane Street Group, LLC | 0.03% | Add +119.5% | 358,555 | $20.3M |
| Allianz Asset Management GmbH | 0.03% | Reduce -28.1% | 349,957 | $19.9M |
| Jacobs Levy Equity Management, Inc. | 0.08% | New | 346,384 | $19.7M |
| Cerity Partners LLC | 0.04% | Add +7.0% | 336,027 | $19.1M |
| Cwm, LLC | 0.08% | Reduce -4.6% | 335,071 | $19.0M |
| Zacks Investment Management | 0.16% | New | 334,079 | $19.0M |
| CHURCHILL MANAGEMENT Corp | 0.22% | Add +1.0% | 334,067 | $19.0M |
| PhiloSmith Capital Corp | 4.73% | No change | 329,881 | $18.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +1.1% | 329,142 | $18.7M |
| LPL Financial LLC | 0.01% | Add +11.2% | 326,200 | $18.5M |
| WINTON GROUP Ltd | 1.29% | Reduce -7.8% | 325,103 | $18.4M |
| Bank of Montreal | 0.01% | Reduce -5.1% | 323,681 | $18.3M |
| Schroder Investment Management Group | 0.02% | Add +92.8% | 309,214 | $17.5M |
| Citigroup Inc. | 0.02% | Reduce -10.2% | 303,567 | $17.2M |
| Townsend & Associates, Inc | 1.73% | Reduce -31.9% | 285,349 | $16.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.8% | 283,597 | $16.1M |
| Stephens Inc. | 0.23% | No change | 281,666 | $16.0M |
| Tudor Investment Corporation | 0.17% | Add +44.3% | 277,238 | $15.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -4.2% | 273,362 | $15.5M |
| Sei Investments Co. | 0.02% | Add +0.6% | 270,334 | $15.3M |
| Heartland Advisors Inc. | 0.80% | Add +25.8% | 267,573 | $15.2M |
| Royce & Associates LP | 0.14% | Reduce -8.6% | 262,082 | $14.9M |
| Fairholme Capital Management | 1.02% | Add +39.5% | 261,450 | $14.8M |
| State of Wisconsin Investment Board | 0.04% | Add +23.6% | 259,564 | $14.7M |
| Korea Investment CORP | 0.03% | Reduce -35.4% | 259,048 | $14.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +24.2% | 252,151 | $14.3M |
| National Bank of Canada | 0.02% | Add +45.1% | 247,455 | $14.0M |
| Hutchinson Capital Management | 2.64% | Reduce -0.7% | 245,278 | $13.9M |
| Gilder Gagnon Howe & Co. LLC | 0.17% | Reduce -2.5% | 245,238 | $13.9M |
| Torray Investment Partners LLC | 1.93% | No change | 243,713 | $13.8M |
| Janney Montgomery Scott LLC | 0.04% | No change | 240,603 | $13.6M |
| Barlow Wealth Partners, LLC | 1.78% | Reduce -32.0% | 240,547 | $13.6M |
| Royal London Asset Management Ltd. | 0.03% | Add +1.9% | 238,892 | $13.6M |
| Worldquant Millennium Advisors LLC | 0.10% | Add +74.1% | 236,354 | $13.4M |
| Intech Investment Management LLC | 0.15% | Add +23.3% | 234,816 | $13.3M |
| Speece Thorson Capital Group Inc. | 2.41% | Reduce -33.5% | 230,224 | $13.1M |
| Brandywine Global Investment Management, LLC | 0.09% | Add +4.6% | 220,140 | $13.0M |
| Isthmus Partners, LLC | 1.54% | Reduce -1.2% | 228,630 | $13.0M |
| Corient Private Wealth LP | 0.02% | Reduce -58.9% | 226,880 | $12.9M |
| Nisa Investment Advisors, LLC | 0.07% | Add +19.6% | 222,349 | $12.6M |
| Ensign Peak Advisors, Inc | 0.02% | Add +1.3% | 222,132 | $12.6M |
| HRT Financial LP | 0.06% | Add +2702.6% | 219,947 | $12.5M |
| Lighthouse Investment Partners, LLC | 0.67% | Add +68.0% | 216,973 | $12.3M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -22.1% | 211,839 | $12.0M |
| Treasurer of the State of North Carolina | 0.05% | Reduce -2.6% | 200,166 | $11.4M |
| Man Group plc | 0.03% | Reduce -7.7% | 196,953 | $11.2M |
| Prudential Financial Inc. | 0.02% | Reduce -0.8% | 195,846 | $11.1M |
| Andra AP-fonden | 0.16% | Reduce -5.7% | 194,300 | $11.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +14.8% | 188,702 | $10.7M |
| Capital Fund Management S.A. | 0.11% | Add +24.4% | 181,489 | $10.3M |
| GHP Investment Advisors, Inc. | 0.46% | Add +3.1% | 176,004 | $10.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.8% | 171,954 | $9.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -2.6% | 161,193 | $9.1M |
| Manning & Napier Advisors LLC | 0.10% | Reduce -0.2% | 156,424 | $8.9M |
| Hancock Whitney Corp. | 0.29% | Add +0.3% | 156,364 | $8.9M |
| Squarepoint Ops LLC | 0.03% | Reduce -23.0% | 155,876 | $8.8M |
| Frontier Capital Management Co. LLC | 0.08% | Reduce -1.9% | 155,088 | $8.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.09% | — | 147,643 | $8.4M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -2.2% | 147,444 | $8.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | No change | 147,052 | $8.3M |
| Gabelli Funds LLC | 0.06% | Add +14.4% | 146,250 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.3% | 143,658 | $8.1M |
| Benjamin Edwards Inc. | 0.12% | Add +4244.9% | 141,623 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +83.1% | 140,609 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 139,585 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 136,639 | $7.8M |
| Storebrand Asset Management As | 0.02% | Add +5.9% | 136,549 | $7.7M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +1.3% | 136,288 | $7.7M |
| Corbyn Investment Management Inc. | 3.26% | Reduce -0.2% | 130,065 | $7.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +97.5% | 128,302 | $7.3M |
| QRG Capital Management, Inc. | 0.08% | Add +4.4% | 127,925 | $7.3M |
| Means Investment Co., Inc. | 0.80% | No change | 126,469 | $7.2M |
| Forsta Ap-Fonden | 0.05% | Add +101.7% | 123,750 | $7.0M |
| Eagle Capital Management LLC | 0.03% | No change | 123,547 | $7.0M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -15.8% | 121,709 | $6.9M |
| Financial Strategies Group, Inc. | 1.60% | Add +2.3% | 114,964 | $6.8M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -2.1% | 119,050 | $6.8M |
| Forte Capital LLC | 0.76% | Reduce -1.3% | 118,943 | $6.7M |
| Burney Co./ | 0.24% | Reduce -1.5% | 116,882 | $6.6M |
| FMR LLC | 0.00% | Add +12.4% | 116,767 | $6.6M |
| Erste Asset Management GmbH | 0.08% | Add +1.0% | 115,350 | $6.5M |
| Prudential PLC | 0.03% | Add +10.7% | 113,750 | $6.5M |
| Henshaw Capital LLC | 0.27% | Add +0.6% | 113,396 | $6.4M |
| Alaska Permanent Fund Corp | 0.09% | Reduce -33.3% | 111,446 | $6.3M |
| KBC Group NV | 0.02% | Add +0.2% | 111,362 | $6.3M |
| Aberdeen Group plc | 0.01% | No change | 112,153 | $6.3M |
| Daiichi Life Insurance Co., Ltd. | 0.16% | Reduce -13.0% | 109,974 | $6.2M |
| Gateway Investment Advisers LLC | 0.07% | No change | 109,416 | $6.2M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 108,421 | $6.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -3.2% | 106,416 | $6.0M |
| Campbell & CO Investment Adviser LLC | 0.45% | Add +1090.6% | 105,904 | $6.0M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -31.9% | 104,202 | $5.9M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +1198.9% | 102,482 | $5.8M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -4.3% | 101,924 | $5.8M |
| Toronto Dominion Bank | 0.01% | Reduce -32.0% | 101,832 | $5.8M |
| NatWest Group plc | 1.68% | Add +18.3% | 100,288 | $5.7M |
| Voya Investment Management LLC | 0.01% | Reduce -9.8% | 99,840 | $5.7M |
| Otter Creek Advisors, LLC | 3.57% | Add +20.1% | 99,283 | $5.6M |
| GAMCO Investors | 0.06% | Add +1.8% | 98,829 | $5.6M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +15.1% | 98,248 | $5.6M |
| Mariner, LLC | 0.01% | Add +4.5% | 93,094 | $5.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -64.5% | 93,000 | $5.3M |
| Atria Investments, Inc | 0.07% | No change | 92,574 | $5.3M |
| NewEdge Wealth, LLC | 0.09% | Add +6.5% | 92,353 | $5.2M |
| Tobam | 0.95% | Add +57.0% | 92,024 | $5.2M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +7.0% | 91,966 | $5.2M |
| Assetmark, Inc. | 0.01% | Add +14.1% | 90,408 | $5.1M |
| Montag A & Associates Inc. | 0.24% | Add +2.3% | 88,875 | $5.0M |
| Arizona State Retirement System | 0.03% | Add +3.9% | 87,896 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.7% | 86,117 | $4.9M |
| Butensky & Cohen Financial Security, Inc. | 1.45% | Add +0.1% | 86,049 | $4.9M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -33.3% | 85,269 | $4.8M |
| Annandale Capital, LLC | 0.93% | No change | 82,279 | $4.7M |
| PGGM Investments | 0.06% | No change | 82,195 | $4.7M |
| State of Michigan Retirement System | 0.02% | Reduce -1.3% | 81,919 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 80,257 | $4.6M |
| Bessemer Group Inc. | 0.01% | Add +208.9% | 79,776 | $4.5M |
| Comerica Bank | 0.02% | Reduce -0.7% | 79,088 | $4.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -5.1% | 78,814 | $4.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.6% | 78,050 | $4.4M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.7% | 74,594 | $4.2M |
| Creative Planning | 0.00% | Add +6.2% | 73,973 | $4.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -20.7% | 73,914 | $4.2M |
| Renaissance Technologies | 0.01% | New | 72,347 | $4.1M |
| Mackenzie Financial Corp. | 0.01% | Add +6.4% | 71,549 | $4.1M |
| ProShare Advisors LLC | 0.01% | Reduce -5.2% | 70,119 | $4.0M |
| Fairman Group, LLC | 3.59% | No change | 70,087 | $4.0M |
| First Hawaiian Bank | 0.13% | Add +124.3% | 69,270 | $3.9M |
| Credit Agricole S A | 0.02% | Add +78.4% | 68,818 | $3.9M |
| Wbi Investments, LLC | 0.92% | New | 67,612 | $3.8M |
| EP Wealth Advisors, LLC | 0.03% | New | 65,736 | $3.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.4% | 65,647 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.6% | 65,445 | $3.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.3% | 65,267 | $3.7M |
| Verition Fund Management LLC | 0.03% | Add +112.2% | 65,173 | $3.7M |
| Asset Management Group, Inc. | 0.52% | Reduce -4.4% | 64,482 | $3.7M |
| Independent Advisor Alliance | 0.13% | Reduce -2.7% | 62,719 | $3.6M |
| Patton Fund Management, Inc. | 0.73% | New | 62,694 | $3.6M |
| AXA S.A. | 0.01% | Add +94.4% | 62,425 | $3.5M |
| Agf Management Ltd. | 0.02% | Add +11.7% | 62,187 | $3.5M |
| New Vernon Investment Management LLC | 3.75% | No change | 61,470 | $3.5M |
| Stoneridge Investment Partners LLC | 1.30% | Reduce -0.8% | 61,451 | $3.5M |
| Czech National Bank | 0.04% | Add +6.1% | 61,242 | $3.5M |
| Markel Group | 0.03% | No change | 60,750 | $3.4M |
| Y-Intercept (Hong Kong) Ltd | 0.21% | New | 60,429 | $3.4M |
| State of Alaska, Department of Revenue | 0.04% | Add +3.3% | 60,433 | $3.4M |
| DNB Asset Management AS | 0.02% | Add +6.0% | 59,131 | $3.4M |
| Daiwa Securities Group Inc. | 0.02% | Add +6.5% | 59,115 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +625.8% | 59,058 | $3.3M |
| Amalgamated Bank | 0.03% | Reduce -23.1% | 58,776 | $3.3M |
| Cibc World Markets Corp. | 0.02% | Add +0.4% | 58,585 | $3.3M |
| IFM Investors Pty Ltd | 0.03% | Reduce -12.2% | 57,305 | $3.3M |
| USS Investment Management Ltd | 0.02% | Add +4.5% | 57,107 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | Reduce -3.5% | 55,472 | $3.1M |
| Advisory Services Network, LLC | 0.07% | Reduce -33.3% | 40,002 | $3.1M |
| KLCM Advisors, Inc. | 0.37% | No change | 54,523 | $3.1M |
| Alamar Capital Management, LLC | 1.69% | Reduce -1.4% | 53,989 | $3.1M |
| Griffin Asset Management, Inc. | 0.34% | No change | 53,218 | $3.0M |
| Public Sector Pension Investment Board | 0.02% | Add +2.5% | 52,498 | $3.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -47.6% | 52,154 | $3.0M |
| Dean Investment Associates, LLC | 0.40% | Reduce -3.1% | 51,601 | $2.9M |
| Panagora Asset Management Inc. | 0.01% | No change | 51,319 | $2.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -13.2% | 51,186 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | New | 50,810 | $2.9M |
| CHB Investment Group, LLC | 1.53% | — | 50,771 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -3.1% | 50,752 | $2.9M |
| Baxter Bros Inc. | 0.37% | Add +59.9% | 50,354 | $2.9M |
| Accurate Wealth Management, LLC | 0.57% | Reduce -33.4% | 48,462 | $2.9M |
| Manchester Financial Inc. | 0.61% | Reduce -5.9% | 49,668 | $2.8M |
| Godshalk Welsh Capital Management, Inc. | 1.77% | Reduce -2.5% | 49,269 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +1.6% | 47,033 | $2.8M |
| Tidal Investments LLC | 0.03% | Add +66.8% | 48,849 | $2.8M |
| Sepio Capital, LP | 0.21% | No change | 48,657 | $2.8M |
| Utah Retirement Systems | 0.03% | Reduce -5.3% | 48,601 | $2.8M |
| Tredje AP-fonden | 0.02% | No change | 48,165 | $2.7M |
| Sound View Wealth Advisors Group, LLC | 0.22% | Add +3.1% | 47,889 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Add +6.5% | 47,762 | $2.7M |
| Cetera Investment Advisers | 0.01% | Reduce -2.2% | 46,719 | $2.7M |
| Bank of Nova Scotia | 0.01% | Reduce -19.7% | 46,647 | $2.6M |
| Belpointe Asset Management LLC | 0.16% | Add +0.3% | 46,569 | $2.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Add +2.9% | 44,590 | $2.5M |
| TD Private Client Wealth LLC | 0.07% | Reduce -0.4% | 44,586 | $2.5M |
| Ostrum Asset Management | 0.21% | Add +1.2% | 43,887 | $2.5M |
| Franklin Resources Inc. | 0.00% | Add +88.0% | 41,723 | $2.5M |
| Raymond James Trust N.A. | 0.05% | Add +1.1% | 43,350 | $2.5M |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.2% | 43,172 | $2.4M |
| Caldwell Trust Co | 0.26% | No change | 43,161 | $2.4M |
| Xponance LLC | 0.02% | No change | 41,427 | $2.4M |
| &partners | 0.04% | Add +29.7% | 40,653 | $2.3M |
| Tealwood Asset Management Inc. | 1.01% | Reduce -1.5% | 40,457 | $2.3M |
| Engineers Gate Manager LP | 0.04% | New | 40,396 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Reduce -3.9% | 40,026 | $2.3M |
| Edgestream Partners, L.P. | 0.10% | New | 39,879 | $2.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -25.1% | 39,568 | $2.2M |
| Captrust Financial Advisors | 0.01% | No change | 39,089 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -0.7% | 39,035 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.5% | 38,938 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.8% | 38,737 | $2.2M |
| Ethic Inc. | 0.05% | Reduce -29.1% | 24,583 | $2.2M |
| Intrepid Capital Management Inc. | 1.20% | Add +0.1% | 38,099 | $2.2M |
| Townsquare Capital LLC | 0.03% | Add +13.8% | 37,821 | $2.1M |
| Agate Pass Investment Management, LLC | 1.07% | Add +0.3% | 37,758 | $2.1M |
| STRS Ohio | 0.01% | Reduce -13.2% | 37,570 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.8% | 37,352 | $2.1M |
| Hilltop Holdings Inc. | 0.14% | Add +1.6% | 37,064 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.1% | 37,022 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.0% | 36,924 | $2.1M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -1.4% | 36,864 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +4.7% | 36,857 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +21.7% | 36,720 | $2.1M |
| Cumberland Partners Ltd | 0.14% | New | 35,035 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Add +10.7% | 34,951 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 34,099 | $1.9M |
| Aurora Investment Counsel | 1.05% | Reduce -11.3% | 34,064 | $1.9M |
| Centiva Capital, LP | 0.09% | New | 33,793 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 33,565 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.7% | 33,222 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.7% | 33,116 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.20% | No change | 32,890 | $1.9M |
| Citizens National Bank Trust Department | 0.39% | Reduce -3.4% | 32,610 | $1.8M |
| Quantinno Capital Management LP | 0.02% | Add +36.9% | 31,510 | $1.8M |
| Leavell Investment Management, Inc. | 0.09% | Add +1.1% | 31,232 | $1.8M |
| Empowered Funds, LLC | 0.03% | Add +46.7% | 31,172 | $1.8M |
| Insight Inv LLC | 1.46% | Reduce -0.1% | 30,706 | $1.7M |
| Applied Capital LLC | 1.30% | Reduce -1.2% | 29,512 | $1.7M |
| Dean Capital Management | 0.71% | New | 29,346 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 28,945 | $1.6M |
| Brighton Jones LLC | 0.06% | Add +48.9% | 28,766 | $1.6M |
| Resources Management Corp. /CT/ | 0.22% | Add +22.7% | 28,267 | $1.6M |
| Macquarie Group Ltd. | 0.00% | Reduce -22.4% | 27,955 | $1.6M |
| Brevan Howard Capital Management LP | 0.08% | New | 27,876 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +12.5% | 27,314 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -38.9% | 27,195 | $1.5M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +4.8% | 27,138 | $1.5M |
| Delphi Management Inc. | 1.39% | Reduce -15.5% | 26,891 | $1.5M |
| iA Global Asset Management Inc. | 0.03% | Add +4.0% | 26,432 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -56.2% | 26,175 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +0.7% | 26,082 | $1.5M |
| SeaBridge Investment Advisors LLC | 0.36% | Reduce -5.5% | 25,781 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.1% | 25,740 | $1.5M |
| Neo Ivy Capital Management | 0.47% | New | 25,474 | $1.4M |
| Parsons Capital Management Inc. | 0.09% | Add +4.7% | 25,351 | $1.4M |
| DF Dent & Co. Inc. | 0.02% | Reduce -0.8% | 25,293 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +0.8% | 24,997 | $1.4M |
| Scotia Capital Inc. | 0.01% | Reduce -27.3% | 24,982 | $1.4M |
| Grace & White Inc. | 0.26% | Reduce -33.3% | 24,869 | $1.4M |
| JT Stratford LLC | 0.24% | No change | 24,794 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -36.7% | 24,706 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -4.6% | 24,701 | $1.4M |
| Walleye Capital LLC | 0.02% | New | 24,662 | $1.4M |
| Achmea Investment Management B.V. | 0.02% | Reduce -6.1% | 24,658 | $1.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.09% | Add +57.5% | 24,460 | $1.4M |
| Elgethun Capital Management | 0.32% | No change | 24,060 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 24,032 | $1.4M |
| Personal Cfo Solutions, LLC | 0.19% | Add +0.5% | 23,931 | $1.4M |
| Nordea Investment Management AB | 0.00% | Add +5.9% | 23,619 | $1.3M |
| Railway Pension Investments Ltd | 0.02% | No change | 22,950 | $1.3M |
| Chase Investment Counsel Corp. | 0.43% | Reduce -14.8% | 22,912 | $1.3M |
| Inceptionr LLC | 0.32% | New | 22,897 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +4.3% | 22,820 | $1.3M |
| Pullen Investment Management, LLC | 0.95% | Reduce -3.1% | 22,793 | $1.3M |
| Twin Capital Management Inc. | 0.14% | Reduce -2.2% | 22,453 | $1.3M |
| Vestcor Inc | 0.04% | Reduce -5.5% | 22,387 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +1.9% | 22,368 | $1.3M |
| Stegent Equity Advisors, Inc. | 1.38% | Reduce -2.2% | 22,004 | $1.2M |
| W1M Investment Management Ltd | 0.02% | No change | 21,525 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.1% | 21,331 | $1.2M |
| Eagle Asset Management Inc. | 0.01% | Add +9.4% | 19,916 | $1.2M |
| Kentucky Retirement Systems | 0.04% | Reduce -8.3% | 20,944 | $1.2M |
| Mitchell & Pahl Private Wealth, LLC | 0.55% | Reduce -1.6% | 20,911 | $1.2M |
| Quantbot Technologies LP | 0.05% | New | 20,892 | $1.2M |
| Procyon Advisors, LLC | 0.08% | Add +16.2% | 20,788 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +40.0% | 20,503 | $1.2M |
| Inspire Investing, LLC | 0.12% | Reduce -13.6% | 19,921 | $1.1M |
| Pensionfund Sabic | 0.35% | Reduce -9.2% | 19,750 | $1.1M |
| LRT Capital Management, LLC | 1.04% | Reduce -40.1% | 19,713 | $1.1M |
| Ossiam | 0.02% | Reduce -31.1% | 19,662 | $1.1M |
| Great Lakes Advisors, LLC | 0.01% | Add +3.0% | 19,593 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Reduce -16.6% | 19,495 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.2% | 19,364 | $1.1M |
| Keb Asset Management, LLC | 0.33% | No change | 19,285 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +18.7% | 19,249 | $1.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.09% | Add +13.4% | 19,199 | $1.1M |
| Investment Planning Advisors, Inc. | 0.55% | Reduce -33.3% | 13,731 | $1.1M |
| Entropy Technologies, LP | 0.11% | New | 18,871 | $1.1M |
| Rothschild Investment LLC | 0.07% | Reduce -0.5% | 18,687 | $1.1M |
| First Trust Direct Indexing L.P. | 0.06% | Reduce -2.4% | 18,603 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Reduce -1.4% | 18,465 | $1.0M |
| Almanack Investment Partners, LLC. | 0.16% | No change | 18,296 | $1.0M |
| Resonant Capital Advisors, LLC | 0.08% | Reduce -1.9% | 18,181 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.7% | 18,003 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -26.1% | 17,993 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +41.9% | 23,833 | $1.0M |
| Trust Co. of Vermont | 0.05% | Reduce -3.3% | 17,659 | $1.0M |
| Fairfield, Bush & Co. | 0.60% | Reduce -3.8% | 17,649 | $1.0M |
| Ancora Advisors LLC | 0.02% | Add +27.9% | 17,635 | $1.0M |
| US Bancorp \de | 0.00% | Add +9.2% | 17,544 | $996K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.3% | 17,464 | $991K |
| Rakuten Investment Management, Inc. | 0.01% | Add +32.2% | 17,147 | $969K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -30.4% | 16,939 | $961K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.2% | 16,900 | $959K |
| LVW Advisors, LLC | 0.12% | Add +10.8% | 16,727 | $949K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +2.5% | 16,666 | $945K |
| Securian Asset Management, Inc. | 0.03% | Reduce -3.9% | 16,627 | $943K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.4% | 16,559 | $939K |
| HM Payson & Co. | 0.02% | No change | 16,543 | $938K |
| Diversify Wealth Management, LLC | 0.09% | Reduce -27.9% | 15,842 | $937K |
| Mount Lucas Management LP | 0.32% | Reduce -60.0% | 16,497 | $936K |
| Virtus Advisers, LLC | 0.44% | Add +10.1% | 16,375 | $929K |
| M&T Bank Corp | 0.00% | Add +2.7% | 16,268 | $923K |
| Diversify Advisory Services, LLC | 0.05% | Add +137.3% | 15,707 | $919K |
| Advisor OS, LLC | 0.09% | Reduce -31.4% | 16,118 | $914K |
| Wedbush Securities Inc. | 0.03% | Add +5.6% | 15,809 | $897K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -11.2% | 15,720 | $892K |
| Metis Global Partners, LLC | 0.03% | Add +5.9% | 15,422 | $875K |
| Exchange Traded Concepts, LLC | 0.02% | Add +32.4% | 15,397 | $873K |
| Frank, Rimerman Advisors LLC | 0.06% | Reduce -2.2% | 15,248 | $865K |
| Scientech Research LLC | 0.17% | New | 15,216 | $863K |
| Deerfield Management Company, L.P. | 0.01% | New | 15,155 | $860K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -3.9% | 14,775 | $838K |
| Swedbank AB | 0.00% | No change | 14,766 | $838K |
| Praxis Investment Management Inc. | 0.05% | No change | 14,737 | $836K |
| Empirical Asset Management, LLC | 0.30% | Add +60.4% | 14,645 | $831K |
| Towne Trust Company, N.A | 0.30% | Add +15.9% | 14,555 | $826K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.8% | 14,549 | $825K |
| Kornitzer Capital Management Inc. | 0.01% | Add +27.4% | 14,109 | $800K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.8% | 14,083 | $799K |
| Silver Oak Securities, Incorporated | 0.08% | Add +1046.0% | 14,078 | $793K |
| Claro Advisors Inc. | 0.10% | Add +3.7% | 13,964 | $792K |
| Cyr Financial Inc. | 0.74% | Add +3.1% | 13,898 | $788K |
| Empire Financial Management Company, LLC | 0.24% | Reduce -0.2% | 13,776 | $782K |
| Bellevue Asset Management, LLC | 0.39% | No change | 13,513 | $767K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.3% | 13,389 | $760K |
| Compass Wealth Management LLC | 0.18% | No change | 13,331 | $756K |
| Gotham Asset Management | 0.01% | Reduce -19.0% | 13,327 | $756K |
| Net Worth Advisory Group | 0.22% | — | 13,113 | $744K |
| Boston Partners | 0.00% | Reduce -91.0% | 13,092 | $743K |
| Murphy Pohlad Asset Management LLC | 0.31% | No change | 12,991 | $737K |
| Cadent Capital Advisors, LLC | 0.25% | No change | 12,910 | $732K |
| Gsa Capital Partners LLP | 0.06% | New | 12,908 | $732K |
| Focus Partners Wealth | 0.00% | Reduce -87.9% | 12,821 | $727K |
| Quantum Portfolio Management LLC | 0.39% | Add +51.2% | 12,575 | $713K |
| NEOS Investment Management LLC | 0.02% | Add +24.2% | 12,498 | $709K |
| DAVENPORT & Co LLC | 0.00% | Add +12.3% | 12,487 | $708K |
| Norinchukin Bank, The | 0.02% | Add +16.1% | 12,468 | $707K |
| Savant Capital, LLC | 0.01% | New | 12,344 | $700K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 12,288 | $697K |
| CI Investments Inc. | 0.00% | Add +6.6% | 12,195 | $692K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.0% | 12,178 | $691K |
| Venturi Wealth Management, LLC | 0.04% | Add +57.8% | 12,161 | $690K |
| Vinva Investment Management Ltd | 0.03% | Add +4.5% | 12,138 | $686K |
| Baader Bank Aktiengesellschaft | 0.06% | Add +0.6% | 12,041 | $681K |
| Everpar Advisors LLC | 0.35% | Reduce -5.8% | 11,948 | $678K |
| Vident Advisory, LLC | 0.02% | Reduce -85.5% | 11,835 | $671K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.5% | 11,796 | $669K |
| Advisors Asset Management, Inc. | 0.01% | Add +32.9% | 11,733 | $666K |
| Old National Bancorp | 0.02% | Add +139.8% | 11,717 | $665K |
| Park Avenue Securities LLC | 0.01% | Reduce -5.9% | 11,606 | $658K |
| Aviva PLC | 0.00% | Reduce -0.3% | 11,449 | $650K |
| Faithward Advisors, LLC | 0.11% | Reduce -9.0% | 11,432 | $649K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -29.3% | 11,336 | $643K |
| NCM Capital Management, LLC | 0.31% | No change | 11,259 | $639K |
| Wealth Quarterback LLC | 0.33% | Reduce -4.4% | 11,250 | $638K |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.4% | 11,214 | $636K |
| Sterling Capital Management LLC | 0.01% | — | 11,213 | $636K |
| Forum Financial Management, LP | 0.01% | No change | 11,099 | $630K |
| Commerce Bank | 0.00% | Reduce -14.6% | 10,814 | $613K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,799 | $613K |
| AlphaQuest LLC | 0.05% | New | 10,748 | $610K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 10,723 | $608K |
| UMB Bank, n.a. | 0.01% | Reduce -12.3% | 10,589 | $601K |
| Impact Partnership Wealth, LLC | 0.14% | New | 10,572 | $600K |
| IMC-Chicago, LLC | 0.02% | New | 10,442 | $592K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 10,320 | $585K |
| Greenwood Capital Associates LLC | 0.08% | Add +23.1% | 10,284 | $583K |
| Mgo One Seven LLC | 0.03% | Reduce -9.9% | 10,258 | $582K |
| Investment Management Corp of Ontario | 0.01% | Add +47.8% | 10,201 | $579K |
| Laurion Capital Management LP | 0.04% | New | 10,128 | $575K |
| Gifford Fong Associates | 0.14% | No change | 10,125 | $574K |
| Empirical Finance, LLC | 0.03% | Add +2.3% | 10,065 | $571K |
| Ieq Capital, LLC | 0.01% | Add +78.3% | 9,942 | $564K |
| McElhenny Sheffield Capital Management, LLC | 0.18% | Reduce -5.7% | 9,928 | $563K |
| King Luther Capital Management Corp. | 0.00% | Add +0.5% | 9,887 | $561K |
| Glenmede Trust Co. NA | 0.00% | Add +6.5% | 9,859 | $559K |
| Lido Advisors, LLC | 0.00% | Reduce -0.7% | 9,774 | $554K |
| TrinityPoint Wealth, LLC | 0.08% | Add +0.6% | 9,748 | $553K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 9,747 | $553K |
| Axq Capital, LP | 0.17% | New | 9,717 | $551K |
| Unigestion Holding SA | 0.03% | Reduce -30.9% | 9,658 | $548K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 9,649 | $547K |
| Eagle Harbor Asset Management Inc. | 0.54% | Reduce -3.1% | 9,606 | $545K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.3% | 9,560 | $542K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.2% | 9,528 | $541K |
| Natixis | 0.00% | Reduce -41.8% | 9,528 | $541K |
| Bayesian Capital Management, LP | 0.06% | New | 9,505 | $539K |
| Blair William & Co. | 0.00% | No change | 9,492 | $538K |
| Matrix Private Capital Group LLC | 0.31% | Add +4.0% | 9,458 | $537K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.3% | 9,440 | $536K |
| Washington Capital Management, Inc. | 0.41% | Reduce -17.5% | 9,400 | $533K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -0.9% | 9,235 | $524K |
| Catalyst Funds Management Pty Ltd | 0.11% | New | 9,200 | $522K |
| Transatlantique Private Wealth LLC | 0.20% | No change | 9,137 | $518K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Add +0.5% | 9,109 | $517K |
| Citadel Investment Advisory, Inc. | 0.27% | No change | 9,096 | $516K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.6% | 9,061 | $514K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.6% | 9,061 | $514K |
| Fifth Third Bancorp | 0.00% | Reduce -0.6% | 9,042 | $513K |
| Skba Capital Management LLC | 0.08% | Add +5.0% | 8,927 | $506K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -8.9% | 8,901 | $505K |
| Jump Financial, LLC | 0.01% | New | 8,898 | $505K |
| Tectonic Advisors LLC | 0.03% | Add +5.1% | 8,677 | $492K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.8% | 8,619 | $489K |
| Teza Capital Management LLC | 0.05% | New | 8,616 | $489K |
| Freedom Investment Management, Inc. | 0.04% | Add +9.6% | 8,521 | $483K |
| DORVAL Corp | 0.20% | Add +0.1% | 7,993 | $477K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -31.8% | 8,261 | $469K |
| Wealth Alliance, LLC | 0.06% | Add +2.9% | 8,251 | $468K |
| Heritage Family Offices, LLP | 0.24% | Add +0.6% | 8,233 | $467K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +100.1% | 8,048 | $457K |
| Level Four Advisory Services, LLC | 0.02% | Add +107.1% | 7,912 | $452K |
| Avior Wealth Management, LLC | 0.02% | Add +0.3% | 7,822 | $444K |
| Wedmont Private Capital | 0.03% | Reduce -30.5% | 7,857 | $444K |
| Brown Advisory Inc. | 0.00% | Reduce -6.4% | 7,784 | $442K |
| Meitav Investment House Ltd. | 0.01% | No change | 7,425 | $440K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.00% | — | 7,733 | $439K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,733 | $439K |
| Ritholtz Wealth Management | 0.01% | No change | 7,632 | $433K |
| Bard Financial Services, Inc. | 0.05% | No change | 7,590 | $431K |
| Greenleaf Trust | 0.00% | Add +0.1% | 7,578 | $430K |
| Sage Capital Advisors,llc | 0.11% | No change | 7,500 | $425K |
| Coldstream Capital Management Inc. | 0.01% | Add +12.1% | 7,406 | $423K |
| Tufton Capital Management | 0.08% | No change | 7,425 | $421K |
| Baron Wealth Management LLC | 0.20% | Reduce -1.3% | 7,379 | $419K |
| Naples Global Advisors, LLC | 0.04% | No change | 7,338 | $416K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,224 | $410K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 7,005 | $397K |
| Wealth Advisors of Iowa, LLC | 0.20% | No change | 6,972 | $396K |
| IHT Wealth Management, LLC | 0.01% | Add +37.0% | 6,896 | $392K |
| Williamson Legacy Group, LLC | 0.26% | Reduce -35.2% | 6,843 | $388K |
| Fiduciary Alliance LLC | 0.05% | No change | 6,765 | $384K |
| Baird Financial Group, Inc. | 0.00% | New | 6,754 | $383K |
| Investment Partners Asset Management, Inc. | 0.31% | No change | 6,750 | $383K |
| Diligent Investors, LLC | 0.09% | No change | 6,748 | $383K |
| Eagle Ridge Investment Management | 0.03% | Add +1.1% | 6,744 | $383K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -0.4% | 6,718 | $381K |
| Romano Brothers and Company | 0.05% | No change | 6,712 | $381K |
| GTS Securities LLC | 0.01% | Reduce -25.1% | 6,693 | $380K |
| Martingale Asset Management L P | 0.01% | Reduce -84.3% | 6,619 | $375K |
| Guggenheim Capital LLC | 0.00% | Reduce -23.7% | 6,489 | $368K |
| Cynosure Group, LLC | 0.05% | Reduce -8.3% | 6,480 | $368K |
| Nebula Research & Development LLC | 0.04% | New | 6,459 | $366K |
| Siemens Fonds Invest GmbH | 0.03% | Reduce -5.1% | 12,496 | $366K |
| Private Trust Co. NA | 0.04% | Reduce -13.3% | 6,413 | $364K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.1% | 6,216 | $353K |
| Carmel Capital Partners, LLC | 0.14% | No change | 6,187 | $351K |
| Capstone Investment Advisors, LLC | 0.01% | Add +9.4% | 6,179 | $351K |
| Caprock Group, LLC | 0.01% | Add +25.4% | 6,177 | $350K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -7.4% | 5,180 | $348K |
| Platform Technology Partners | 0.11% | Reduce -0.2% | 6,110 | $347K |
| Alps Advisors Inc. | 0.00% | Reduce -0.4% | 6,082 | $345K |
| Shell Asset Management Co. | 0.01% | — | 6,019 | $341K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +0.5% | 6,004 | $341K |
| M&R Capital Management Inc. | 0.07% | No change | 6,000 | $340K |
| Dark Forest Capital Management LP | 0.04% | Reduce -28.9% | 6,000 | $340K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.4% | 5,942 | $337K |
| IFP Advisors, Inc | 0.01% | Add +89.7% | 5,934 | $337K |
| National Wealth Management Group, LLC | 0.23% | New | 5,921 | $336K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +14.6% | 5,880 | $334K |
| Hamilton Capital Partners Inc. | 0.03% | Add +5.4% | 5,803 | $329K |
| Gallacher Capital Management LLC | 0.15% | New | 5,742 | $326K |
| GAMMA Investing LLC | 0.03% | Add +43.2% | 5,739 | $326K |
| Mather Group, Llc. | 0.00% | Reduce -3.5% | 5,687 | $323K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.0% | 5,680 | $322K |
| Graham Capital Wealth Management, LLC | 0.34% | No change | 5,677 | $322K |
| Keybank National Association | 0.00% | Reduce -30.2% | 5,676 | $322K |
| MBB Public Markets I LLC | 0.03% | Reduce -74.3% | 5,670 | $322K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.0% | 5,573 | $316K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -0.6% | 5,502 | $312K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.5% | 5,488 | $311K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -13.0% | 5,418 | $307K |
| Beacon Financial Group | 0.03% | Reduce -1.2% | 5,407 | $307K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Add +6.2% | 5,340 | $306K |
| Osterweis Capital Management Inc. | 0.02% | No change | 5,290 | $300K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.2% | 5,280 | $300K |
| Financial Security Advisor, Inc. | 0.07% | No change | 5,220 | $296K |
| Somerset Trust Co | 0.11% | Reduce -0.3% | 5,188 | $294K |
| DoubleLine ETF Adviser LP | 0.07% | Reduce -6.7% | 5,164 | $293K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -20.0% | 4,931 | $292K |
| Private Wealth Advisors, LLC | 0.12% | Add +0.1% | 5,090 | $291K |
| Gibbs Wealth Management | 0.09% | Add +12.9% | 5,101 | $289K |
| Smartleaf Asset Management LLC | 0.04% | Add +19.9% | 5,101 | $288K |
| XTX Topco Ltd | 0.02% | New | 5,072 | $288K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 5,025 | $288K |
| Compound Planning, Inc. | 0.02% | Reduce -3.0% | 5,032 | $285K |
| Profund Advisors LLC | 0.01% | Add +12.6% | 4,960 | $281K |
| Woodward Diversified Capital, LLC | 0.18% | Reduce -2.3% | 4,934 | $280K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 4,929 | $280K |
| Virtu Financial LLC | 0.02% | Reduce -62.8% | 4,904 | $278K |
| Blue Trust, Inc. | 0.00% | Add +3.4% | 3,523 | $277K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.7% | 4,877 | $277K |
| Ingalls & Snyder LLC | 0.01% | Reduce -0.2% | 4,811 | $273K |
| NDVR, Inc. | 0.28% | Add +11.2% | 4,760 | $269K |
| Choreo, LLC | 0.00% | New | 4,685 | $268K |
| Valeo Financial Advisors, LLC | 0.01% | Add +22.5% | 4,722 | $268K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.6% | 4,646 | $264K |
| Aureus Asset Management, LLC | 0.02% | No change | 4,644 | $263K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -10.4% | 4,627 | $262K |
| Headlands Technologies LLC | 0.03% | New | 4,622 | $262K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +6.9% | 4,574 | $259K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 4,506 | $256K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -34.9% | 4,435 | $255K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 4,486 | $254K |
| Principal Securities, Inc. | 0.01% | Add +109.9% | 4,480 | $254K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.3% | 4,408 | $250K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.5% | 4,368 | $248K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | No change | 4,330 | $246K |
| AE Wealth Management LLC | 0.00% | Add +10.3% | 4,329 | $246K |
| GYL Financial Synergies, LLC | 0.02% | Add +0.3% | 4,302 | $244K |
| Avestar Capital, LLC | 0.03% | Add +0.6% | 4,282 | $243K |
| BIP Wealth, LLC | 0.02% | Reduce -0.4% | 4,268 | $242K |
| Mountain Pacific Investment Advisers LLC | 0.02% | No change | 4,252 | $241K |
| LRI Investments, LLC | 0.02% | Reduce -6.5% | 4,016 | $240K |
| Portside Wealth Group, LLC | 0.04% | New | 4,212 | $239K |
| State of Wyoming | 0.03% | Reduce -9.8% | 4,207 | $239K |
| Foundations Investment Advisors, LLC | 0.01% | New | 4,168 | $236K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,136 | $235K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.2% | 4,130 | $234K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.5% | 4,109 | $233K |
| Wexford Capital LP | 0.06% | New | 4,100 | $233K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.6% | 4,085 | $232K |
| Equitable Holdings, Inc. | 0.00% | New | 4,084 | $232K |
| Horizon Investments, LLC | 0.01% | Reduce -6.8% | 4,079 | $231K |
| O'Dell Group, LLC | 0.05% | No change | 4,050 | $230K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -38.2% | 4,049 | $230K |
| Fox Run Management, L.L.C. | 0.05% | New | 4,033 | $229K |
| iSAM Funds (UK) Ltd | 0.13% | New | 4,006 | $227K |
| West Family Investments, Inc. | 0.08% | No change | 3,955 | $224K |
| Smith Shellnut Wilson LLC | 0.10% | No change | 3,947 | $224K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -42.9% | 3,944 | $224K |
| Argent Trust Co | 0.01% | Reduce -19.4% | 3,880 | $220K |
| Blueshift Asset Management, LLC | 0.05% | New | 3,854 | $219K |
| Meeder Advisory Services, Inc. | 0.01% | New | 3,819 | $217K |
| ABLE Financial Group, LLC | 0.07% | New | 3,799 | $216K |
| Oak Thistle LLC | 0.07% | New | 3,781 | $214K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 3,761 | $213K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 3,727 | $211K |
| Curi Capital, LLC | 0.00% | New | 3,677 | $209K |
| Aster Capital Management (DIFC) Ltd | 0.05% | — | 3,672 | $208K |
| Chilton Capital Management LLC | 0.01% | No change | 3,667 | $208K |
| Two Sigma Advisers, LP | 0.00% | New | 3,625 | $206K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.5% | 3,616 | $205K |
| Stevens Capital Management LP | 0.03% | New | 3,612 | $205K |
| AlphaCore Capital LLC | 0.05% | New | 3,611 | $205K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.3% | 3,595 | $204K |
| Fisher Asset Management | 0.00% | New | 3,585 | $203K |
| Harbour Investments, Inc. | 0.01% | Reduce -50.7% | 3,582 | $203K |
| Vontobel Holding Ltd. | 0.00% | New | 3,560 | $202K |
| One Wealth Advisors, LLC | 0.03% | Reduce -33.3% | 3,553 | $202K |
| Ami Investment Management Inc. | 0.07% | Reduce -7.1% | 3,552 | $202K |
| Clarius Group, LLC | 0.01% | New | 3,549 | $201K |
| Trust Asset Management LLC | 0.02% | New | 3,529 | $200K |
| Eagle Bay Advisors LLC | 0.07% | Reduce -5.5% | 3,425 | $194K |
| Iron Horse Wealth Management, LLC | 0.06% | No change | 3,327 | $189K |
| Whittier Trust Co. | 0.00% | Add +4.0% | 3,290 | $187K |
| AdvisorNet Financial, Inc | 0.01% | Add +47.2% | 3,107 | $176K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 3,075 | $174K |
| Parallel Advisors, LLC | 0.00% | Add +19.9% | 3,028 | $172K |
| USA Financial Formulas | 0.03% | Reduce -2.4% | 2,908 | $165K |
| Heritage Wealth Advisors | 0.01% | No change | 2,863 | $162K |
| Optimum Investment Advisors | 0.07% | No change | 2,812 | $160K |
| Abich Financial Wealth Management LLC | 0.36% | New | 2,807 | $159K |
| International Assets Investment Management, LLC | 0.01% | New | 2,764 | $157K |
| Ascentis Wealth Management, LLC | 0.06% | — | 2,610 | $148K |
| nVerses Capital, LLC | 0.07% | New | 2,600 | $147K |
| Ascentis Independent Advisors | 0.02% | New | 2,202 | $125K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +342.3% | 2,196 | $125K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 2,158 | $123K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -10.0% | 2,036 | $116K |
| Allworth Financial LP | 0.00% | Reduce -33.4% | 1,993 | $113K |
| Acadian Asset Management LLC | 0.00% | Reduce -78.9% | 1,905 | $108K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.8% | 1,895 | $107K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,736 | $98K |
| Geneos Wealth Management Inc. | 0.00% | Add +24.0% | 1,717 | $97K |
| AlphaCentric Advisors LLC | 0.07% | Reduce -3.6% | 1,688 | $96K |
| St. Johns Investment Management Company, LLC | 0.04% | No change | 1,687 | $96K |
| Eastern Bank | 0.00% | New | 1,626 | $92K |
| Group One Trading LLC | 0.00% | New | 1,593 | $90K |
| Huntington National Bank | 0.00% | Add +382.5% | 1,556 | $88K |
| Anchor Investment Management, LLC | 0.01% | New | 1,545 | $88K |
| Baldwin Wealth Partners LLC | 0.01% | Add +2821.9% | 1,534 | $87K |
| First Pacific Financial | 0.02% | New | 1,496 | $85K |
| Federated Hermes, Inc. | 0.00% | Reduce -14.3% | 1,491 | $85K |
| Johnson Financial Group, Inc. | 0.00% | Add +0.8% | 1,475 | $84K |
| Pinnacle Financial Partners Inc | 0.00% | New | 1,467 | $83K |
| Global Retirement Partners, LLC | 0.00% | Add +2.0% | 1,453 | $82K |
| Leonteq Securities AG | 0.01% | Add +2.9% | 1,423 | $81K |
| Jones Financial Companies LLLP | 0.00% | Add +27.3% | 1,417 | $80K |
| Penserra Capital Management LLC | 0.00% | Reduce -0.3% | 1,433 | $80K |
| Walleye Trading LLC | 0.00% | New | 1,370 | $78K |
| Fortitude Family Office, LLC | 0.03% | Add +9.1% | 1,353 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.1% | 1,350 | $77K |
| Sentry Investment Management LLC | 0.03% | No change | 1,327 | $75K |
| Intact Investment Management Inc. | 0.00% | New | 1,300 | $74K |
| Quent Capital, LLC | 0.01% | No change | 1,282 | $73K |
| Westpac Banking Corp. | 0.00% | No change | 1,257 | $71K |
| Covestor Ltd | 0.04% | Add +152.7% | 1,232 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +31.3% | 1,188 | $67K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +74.1% | 1,175 | $67K |
| Criterion Capital Advisors, LLC | 0.04% | Reduce -33.3% | 845 | $66K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -1.3% | 1,170 | $66K |
| Lindbrook Capital, LLC | 0.01% | Add +21.1% | 1,128 | $64K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,110 | $63K |
| Claris Advisors, LLC / Mo / | 0.03% | New | 1,104 | $63K |
| TD Waterhouse Canada Inc. | 0.00% | Add +366.2% | 1,077 | $62K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +36.0% | 1,093 | $62K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -3.6% | 1,056 | $60K |
| Ransom Advisory, Ltd | 0.03% | No change | 1,054 | $60K |
| Mendota Financial Group, LLC | 0.03% | No change | 1,042 | $59K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,012 | $57K |
| Davis Capital Management | 0.04% | No change | 958 | $54K |
| Arax Advisory Partners | 0.00% | Add +1.6% | 931 | $53K |
| LGT Financial Advisors LLC | 0.13% | Reduce -47.9% | 930 | $53K |
| Manchester Capital Management LLC | 0.01% | Reduce -0.9% | 858 | $49K |
| Cromwell Holdings LLC | 0.03% | Reduce -0.1% | 857 | $49K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -2.9% | 843 | $48K |
| Brooklyn Investment Group | 0.02% | New | 841 | $48K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 829 | $47K |
| Coastline Trust Co | 0.01% | New | 821 | $47K |
| Creative Financial Designs Inc. | 0.00% | Add +38.7% | 801 | $45K |
| Tortoise Investment Management, LLC | 0.00% | Add +11.1% | 773 | $44K |
| PFS Partners, LLC | 0.02% | Add +0.7% | 719 | $41K |
| Hoese & Co LLP | 0.03% | No change | 675 | $38K |
| Trust Co | 0.00% | No change | 657 | $37K |
| GeoWealth Management, LLC | 0.00% | New | 634 | $36K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | Reduce -33.3% | 580 | $35K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.7% | 619 | $35K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 618 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Add +12.2% | 601 | $34K |
| Colonial Trust Co / SC | 0.00% | Add +62.9% | 457 | $26K |
| Hemington Wealth Management | 0.01% | New | 431 | $24K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.5% | 424 | $24K |
| CGC Financial Services, LLC | 0.01% | Reduce -0.1% | 421 | $24K |
| True Wealth Design, LLC | 0.01% | New | 412 | $23K |
| Spire Wealth Management | 0.00% | Reduce -14.1% | 411 | $23K |
| Financial Management Professionals, Inc. | 0.00% | Add +7.5% | 408 | $23K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 402 | $23K |
| Bogart Wealth, LLC | 0.00% | Reduce -0.1% | 397 | $23K |
| Quarry LP | 0.01% | Reduce -50.7% | 392 | $22K |
| CVA Family Office, LLC | 0.00% | Reduce -2.5% | 389 | $22K |
| Continuum Advisory, LLC | 0.00% | Add +370.7% | 353 | $21K |
| Hilltop National Bank | 0.01% | Reduce -0.1% | 364 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 363 | $21K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -9.6% | 354 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Add +31.8% | 342 | $19K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -0.3% | 341 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -0.1% | 337 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 300 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.8% | 279 | $16K |
| Ashton Thomas Securities, LLC | 0.00% | New | 269 | $15K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -0.8% | 265 | $15K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -0.2% | 262 | $15K |
| Semmax Financial Advisors Inc. | 0.00% | New | 225 | $14K |
| Park Place Capital Corp | 0.00% | Reduce -10.5% | 235 | $13K |
| Intelligent Financial Strategies | 0.01% | No change | 231 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -0.9% | 223 | $13K |
| Bokf, NA | 0.00% | Add +0.2% | 221 | $13K |
| Stuart Chaussee & Associates, Inc. | 0.00% | Reduce -0.2% | 217 | $12K |
| Optiver Holding B.V. | 0.00% | New | 206 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 204 | $12K |
| Asset Dedication, LLC | 0.00% | Reduce -0.3% | 199 | $11K |
| St Germain D J Co. Inc. | 0.00% | Reduce -0.3% | 199 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 192 | $11K |
| REAP Financial Group, LLC | 0.00% | Reduce -3.4% | 187 | $11K |
| Versant Capital Management, Inc | 0.00% | Reduce -1.1% | 178 | $10K |
| Global Financial Private Client, LLC | 0.00% | New | 172 | $10K |
| SRH Advisors, LLC | 0.00% | Reduce -0.3% | 163 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -0.3% | 160 | $9K |
| Caitlin John, LLC | 0.01% | Reduce -40.2% | 147 | $9K |
| Twin Tree Management, LP | 0.00% | Add +790.9% | 147 | $8K |
| Earned Wealth Advisors, LLC | 0.00% | New | 138 | $8K |
| Larson Financial Group LLC | 0.00% | Add +495.2% | 125 | $7K |
| West Paces Advisors Inc. | 0.00% | No change | 123 | $7K |
| Oarsman Capital, Inc. | 0.00% | New | 119 | $7K |
| ESL Trust Services, LLC | 0.00% | No change | 114 | $6K |
| DT Investment Partners, LLC | 0.00% | Reduce -0.4% | 112 | $6K |
| Archer Investment Corp | 0.00% | Reduce -0.5% | 109 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 108 | $6K |
| Aspire Private Capital, LLC | 0.00% | Add +0.5% | 104 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +1.1% | 94 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 93 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.4% | 82 | $5K |
| MCF Advisors LLC | 0.00% | Reduce -10.3% | 78 | $4K |
| GW&K Investment Management, LLC | 0.00% | Add +15.2% | 76 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 66 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -0.8% | 58 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 53 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | — | 53 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -0.9% | 55 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 51 | $3K |
| Sachetta, LLC | 0.00% | Reduce -33.3% | 46 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 36 | $2K |
| First PREMIER Bank | 0.00% | Reduce -1.1% | 43 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 27 | $2K |
| Truvestments Capital LLC | 0.00% | New | 26 | $1K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 24 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -73.3% | 24 | $1K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 21 | $1K |
| Key Financial Inc | 0.00% | Reduce -2.6% | 19 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -14.3% | 18 | $1K |
| Avion Wealth | 0.00% | Reduce -27.5% | 25 | $1K |
| Concord Wealth Partners | 0.00% | New | 11 | $624 |
| WR Wealth Planners, LLC | 0.00% | No change | 9 | $511 |
| Wolff Wiese Magana LLC | 0.00% | Reduce -6.7% | 7 | $398 |
| Cornerstone Planning Group LLC | 0.00% | New | 6 | $346 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $341 |
| Country Trust Bank | 0.00% | No change | 6 | $340 |
| Chesapeake Asset Management LLC | 0.00% | New | 5 | $283 |
| First Personal Financial Services | 0.00% | New | 3 | $171 |
| WestEnd Advisors, LLC | 0.00% | Add +33.3% | 2 | $113 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -33.3% | 1 | $58 |
| Y.D. More Investments Ltd | 0.00% | Add +5.6% | 171 | $26 |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.