WR BerkleyWRB
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 876 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 77 from Q3 2024. 80 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.4B) and Morgan Stanley ($1.1B). 10 famous investors held it, including Bruce Berkowitz (1.3% 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 (Q4 2024)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $170.3M |
| Exits | 39 | $38.5M |
All 13F filers, Q3 2024 → Q4 2024: 13,173,792 shares bought and 14,937,511 shares sold, net −1,763,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 876 holders
| Vanguard Group Inc. | 0.04% | Add +1.5% | 36,436,473 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +4.3% | 24,360,966 | $1.4B |
| Morgan Stanley | 0.08% | Reduce -8.3% | 18,365,243 | $1.1B |
| State Street Corp. | 0.03% | Reduce -0.1% | 15,109,980 | $884.2M |
| Kayne Anderson Rudnick Investment Management LLC | 1.58% | Add +1.0% | 11,722,476 | $686.0M |
| Janus Henderson Group PLC | 0.30% | Reduce -12.1% | 9,957,020 | $582.7M |
| Geode Capital Management, LLC | 0.03% | Add +1.4% | 7,694,703 | $449.2M |
| JPMorgan Chase & Co. | 0.03% | Reduce -3.7% | 7,093,271 | $415.1M |
| Manufacturers Life Insurance Company, The | 0.25% | Add +15.2% | 4,787,361 | $280.2M |
| Norges Bank | 0.04% | Reduce -5.5% | 4,657,926 | $272.6M |
| Invesco Ltd. | 0.05% | Add +5.4% | 4,553,016 | $266.4M |
| Principal Financial Group Inc. | 0.13% | Add +12.2% | 4,121,968 | $241.2M |
| Northern Trust Corp. | 0.03% | Add +20.6% | 3,279,690 | $191.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.5% | 3,119,322 | $182.5M |
| Bank of America Corp. | 0.02% | Reduce -6.0% | 2,949,573 | $172.6M |
| Polar Capital Holdings Plc | 0.96% | No change | 2,925,000 | $171.2M |
| Wells Fargo & Company | 0.04% | Add +3.8% | 2,869,705 | $167.9M |
| 1832 Asset Management L.P. | 0.30% | Reduce -2.0% | 2,833,983 | $165.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +22.4% | 2,487,097 | $145.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +45.3% | 2,148,107 | $125.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -15.3% | 1,947,045 | $113.9M |
| Legal & General Group Plc | 0.03% | Reduce -3.2% | 1,914,604 | $112.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.9% | 1,796,835 | $105.2M |
| Royal Bank of Canada | 0.02% | Add +5.8% | 1,773,732 | $103.8M |
| UBS Group AG | 0.02% | Reduce -28.6% | 1,704,964 | $99.8M |
| Madison Asset Management, LLC | 1.11% | Add +8.3% | 1,682,258 | $98.4M |
| Madison Investment Advisors, LLC | 1.11% | — | 1,682,258 | $98.4M |
| Chilton Investment Co. Inc. | 2.37% | Add +11.4% | 1,578,321 | $92.4M |
| Raymond James Financial Inc. | 0.03% | — | 1,532,660 | $89.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +14.6% | 1,519,791 | $88.9M |
| Truist Financial Corp. | 0.13% | Add +15.2% | 1,469,331 | $86.0M |
| Amundi | 0.03% | Add +43.1% | 1,477,932 | $85.9M |
| California Public Employees Retirement System | 0.06% | Reduce -3.2% | 1,435,630 | $84.0M |
| HSBC Holdings PLC | 0.05% | Add +3.2% | 1,421,032 | $83.1M |
| EULAV Asset Management | 2.00% | Reduce -9.2% | 1,420,464 | $83.1M |
| Confluence Investment Management LLC | 1.08% | Reduce -2.0% | 1,336,426 | $78.2M |
| AQR Capital Management | 0.10% | Add +17.2% | 1,301,692 | $76.2M |
| Anchor Capital Advisors LLC | 2.16% | Reduce -4.6% | 1,295,793 | $75.8M |
| Coho Partners, Ltd. | 3.04% | New | 1,128,378 | $66.0M |
| Dundas Partners LLP | 4.61% | No change | 1,123,310 | $65.7M |
| Brandes Investment Partners, LP | 0.72% | Add +3.6% | 1,103,658 | $64.6M |
| Deutsche Bank AG | 0.03% | Add +29.7% | 1,096,783 | $64.2M |
| Barclays PLC | 0.03% | Reduce -26.9% | 1,074,435 | $62.9M |
| Parnassus Investments, LLC | 0.14% | Reduce -6.5% | 1,060,467 | $62.1M |
| Maren Capital LLC | 4.49% | Add +3.3% | 1,005,195 | $58.8M |
| Boston Financial Mangement LLC | 1.74% | Reduce -0.7% | 981,162 | $57.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -10.5% | 914,448 | $53.5M |
| Millennium Management | 0.05% | Add +0.2% | 906,070 | $53.0M |
| Stifel Financial Corp. | 0.05% | Add +15.9% | 889,563 | $52.1M |
| Swiss National Bank | 0.03% | Reduce -5.6% | 860,062 | $50.3M |
| Natixis Advisors, LLC | 0.09% | Add +7.8% | 835,963 | $48.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Reduce -12.6% | 816,398 | $47.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -8.1% | 812,263 | $47.5M |
| BloombergSen Inc. | 3.87% | No change | 762,399 | $44.6M |
| First Trust Advisors LP | 0.04% | Reduce -81.3% | 746,012 | $43.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.1% | 738,051 | $43.2M |
| Teacher Retirement System of Texas | 0.15% | Add +46.2% | 711,741 | $41.7M |
| American Century Companies Inc. | 0.02% | Add +21.0% | 681,137 | $39.9M |
| APG Asset Management N.V. | 0.11% | Reduce -40.4% | 677,150 | $38.3M |
| Mraz, Amerine & Associates, Inc. | 6.68% | Reduce -1.6% | 640,573 | $37.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -5.0% | 628,670 | $36.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.1% | 625,584 | $36.6M |
| TD Asset Management Inc | 0.03% | Add +12.7% | 612,008 | $35.8M |
| Rhumbline Advisers | 0.03% | Reduce -3.1% | 584,951 | $34.2M |
| National Pension Service | 0.03% | Reduce -5.6% | 558,737 | $32.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.51% | — | 543,015 | $31.8M |
| Wellington Management Group LLP | 0.01% | Reduce -31.1% | 519,022 | $30.4M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +49.1% | 516,303 | $30.2M |
| Russell Investments Group, Ltd. | 0.04% | Add +0.9% | 471,245 | $27.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.2% | 469,712 | $27.2M |
| Caisse de depot et placement du Quebec | 0.06% | Reduce -69.7% | 456,403 | $26.7M |
| Schroder Investment Management Group | 0.02% | Add +42.4% | 440,273 | $25.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.1% | 427,680 | $25.0M |
| Public Employees Retirement Association of Colorado | 0.10% | No change | 424,591 | $24.8M |
| Danske Bank A/S | 0.07% | Reduce -51.4% | 421,878 | $24.7M |
| California State Teachers Retirement System | 0.03% | Reduce -4.1% | 413,013 | $24.2M |
| Stansberry Asset Management, LLC | 3.35% | Add +0.1% | 412,803 | $24.2M |
| America First Investment Advisors, LLC | 5.26% | Reduce -3.0% | 411,245 | $24.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -6.6% | 403,013 | $23.6M |
| National Bank of Canada | 0.03% | Add +61.6% | 399,854 | $23.4M |
| Wallington Asset Management, LLC | 3.38% | Add +0.2% | 399,782 | $23.4M |
| Tudor Investment Corporation | 0.24% | Add +41.3% | 391,635 | $22.9M |
| Citadel Advisors | 0.02% | New | 367,376 | $21.5M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 364,043 | $21.3M |
| Allianz Asset Management GmbH | 0.03% | Add +3.8% | 363,104 | $21.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.9% | 357,468 | $20.9M |
| Bank of Montreal | 0.01% | Add +7.0% | 346,444 | $20.3M |
| Cerity Partners LLC | 0.04% | Add +1.5% | 341,000 | $19.9M |
| LPL Financial LLC | 0.01% | Add +2.9% | 335,549 | $19.6M |
| CHURCHILL MANAGEMENT Corp | 0.21% | Add +0.4% | 335,277 | $19.6M |
| Cwm, LLC | 0.08% | Reduce -2.3% | 327,497 | $19.2M |
| Zacks Investment Management | 0.17% | Reduce -7.7% | 308,295 | $18.0M |
| Townsend & Associates, Inc | 1.76% | Add +1.6% | 289,926 | $17.2M |
| PhiloSmith Capital Corp | 4.82% | Reduce -12.0% | 290,381 | $17.0M |
| Stephens Inc. | 0.23% | Reduce -0.5% | 280,370 | $16.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -17.6% | 271,292 | $15.9M |
| Citigroup Inc. | 0.02% | Reduce -10.9% | 270,492 | $15.8M |
| Pictet Asset Management Holding SA | 0.02% | Add +55.3% | 267,013 | $15.6M |
| Sei Investments Co. | 0.02% | Reduce -2.8% | 262,813 | $15.4M |
| Royce & Associates LP | 0.14% | No change | 262,082 | $15.3M |
| Fairholme Capital Management | 1.29% | No change | 261,450 | $15.3M |
| Barlow Wealth Partners, LLC | 1.94% | Add +6.1% | 255,219 | $15.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -10.4% | 254,213 | $14.9M |
| Susquehanna Fundamental Investments, LLC | 0.25% | — | 250,818 | $14.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.6% | 248,161 | $14.5M |
| Gilder Gagnon Howe & Co. LLC | 0.15% | Reduce -0.1% | 244,935 | $14.3M |
| Hutchinson Capital Management | 2.70% | Reduce -0.3% | 244,459 | $14.3M |
| Torray Investment Partners LLC | 2.05% | No change | 243,713 | $14.3M |
| Heartland Advisors Inc. | 0.77% | Reduce -9.5% | 242,136 | $14.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | — | 240,217 | $14.1M |
| Jane Street Group, LLC | 0.02% | Reduce -33.1% | 239,858 | $14.0M |
| Royal London Asset Management Ltd. | 0.03% | Add +0.2% | 239,392 | $14.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.9% | 231,273 | $13.5M |
| Speece Thorson Capital Group Inc. | 2.64% | Reduce -0.6% | 228,759 | $13.4M |
| Isthmus Partners, LLC | 1.61% | Reduce -1.1% | 226,184 | $13.2M |
| Intech Investment Management LLC | 0.13% | Reduce -5.6% | 221,608 | $13.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -19.1% | 221,133 | $12.9M |
| Bank of Nova Scotia | 0.02% | Add +366.3% | 217,535 | $12.7M |
| Loomis Sayles & Co. L P | 0.02% | Add +1.5% | 214,926 | $12.6M |
| Worldquant Millennium Advisors LLC | 0.08% | Reduce -9.5% | 213,878 | $12.5M |
| Korea Investment CORP | 0.03% | Reduce -18.6% | 210,978 | $12.3M |
| State of Wisconsin Investment Board | 0.03% | Reduce -19.0% | 210,250 | $12.3M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -7.3% | 205,930 | $12.1M |
| Corient Private Wealth LP | 0.02% | Reduce -9.6% | 205,028 | $12.0M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -7.3% | 204,003 | $11.9M |
| Weiss Asset Management LP | 0.37% | New | 203,512 | $11.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +5.8% | 199,740 | $11.7M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -1.6% | 197,006 | $11.5M |
| Andra AP-fonden | 0.18% | Reduce -0.1% | 194,000 | $11.4M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +3733.1% | 188,934 | $11.1M |
| State of Tennessee, Department of Treasury | 0.04% | Add +27.6% | 188,159 | $11.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -19.0% | 180,201 | $10.5M |
| GHP Investment Advisors, Inc. | 0.49% | Add +1.9% | 179,414 | $10.5M |
| Natixis | 0.07% | Add +1722.3% | 173,631 | $10.2M |
| Toronto Dominion Bank | 0.02% | Add +58.6% | 161,526 | $9.5M |
| Prudential Financial Inc. | 0.01% | Reduce -17.9% | 160,754 | $9.4M |
| Hancock Whitney Corp. | 0.29% | Add +1.8% | 159,101 | $9.3M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -2.0% | 157,974 | $9.2M |
| WINTON GROUP Ltd | 0.61% | Reduce -51.5% | 157,813 | $9.2M |
| Gabelli Funds LLC | 0.07% | Add +7.9% | 157,792 | $9.2M |
| Frontier Capital Management Co. LLC | 0.09% | Reduce -0.1% | 154,881 | $9.1M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -57.7% | 151,742 | $8.9M |
| Man Group plc | 0.03% | Reduce -23.0% | 151,654 | $8.9M |
| Squarepoint Ops LLC | 0.02% | Reduce -4.0% | 149,623 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.6% | 148,880 | $8.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.09% | Reduce -0.7% | 146,643 | $8.6M |
| Manning & Napier Advisors LLC | 0.10% | Reduce -8.8% | 142,716 | $8.4M |
| Benjamin Edwards Inc. | 0.12% | Reduce -2.0% | 138,728 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 138,298 | $8.1M |
| QRG Capital Management, Inc. | 0.08% | Add +7.6% | 137,629 | $8.1M |
| Storebrand Asset Management As | 0.02% | Reduce -0.2% | 136,233 | $8.0M |
| FMR LLC | 0.00% | Add +14.4% | 133,537 | $7.8M |
| Voya Investment Management LLC | 0.01% | Add +32.4% | 132,218 | $7.7M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -3.3% | 131,863 | $7.7M |
| Asset Management One Co., Ltd. | 0.03% | Add +6.9% | 130,112 | $7.7M |
| Corbyn Investment Management Inc. | 3.38% | Add +0.1% | 130,227 | $7.6M |
| Renaissance Technologies | 0.01% | Add +79.8% | 130,047 | $7.6M |
| Erste Asset Management GmbH | 0.09% | Add +12.2% | 129,373 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -7.8% | 129,694 | $7.6M |
| Capital Fund Management S.A. | 0.07% | Reduce -29.5% | 127,921 | $7.5M |
| Means Investment Co., Inc. | 0.77% | Reduce -0.0% | 126,461 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.1% | 124,222 | $7.3M |
| Mercer Global Advisors Inc. | 0.02% | New | 123,594 | $7.2M |
| Eagle Capital Management LLC | 0.03% | No change | 123,547 | $7.2M |
| Forte Capital LLC | 0.80% | Add +2.8% | 122,275 | $7.2M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +2.2% | 121,650 | $7.1M |
| Burney Co./ | 0.24% | Reduce -0.1% | 116,722 | $6.8M |
| Financial Strategies Group, Inc. | 1.62% | Add +3.8% | 119,327 | $6.8M |
| Henshaw Capital LLC | 0.28% | Add +1.0% | 114,515 | $6.7M |
| Alaska Permanent Fund Corp | 0.10% | No change | 111,446 | $6.5M |
| Swiss Life Asset Management Ltd | 0.05% | Add +1955.0% | 111,342 | $6.5M |
| Marshall Wace, LLP | 0.01% | Add +307.2% | 110,735 | $6.5M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 108,421 | $6.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +2.3% | 108,810 | $6.3M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -2.2% | 107,040 | $6.3M |
| Daiichi Life Insurance Co., Ltd. | 0.17% | Reduce -2.7% | 107,037 | $6.3M |
| Credit Agricole S A | 0.02% | Add +54.6% | 106,392 | $6.2M |
| Rafferty Asset Management, LLC | 0.02% | Add +4.2% | 106,218 | $6.2M |
| SG Americas Securities, LLC | 0.03% | Add +102.8% | 105,775 | $6.2M |
| KBC Group NV | 0.02% | Reduce -5.3% | 105,516 | $6.2M |
| KLP Kapitalforvaltning As | 0.03% | — | 104,879 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | New | 103,907 | $6.1M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 102,320 | $6.0M |
| Mariner, LLC | 0.01% | Add +8.5% | 101,045 | $5.9M |
| NatWest Group plc | 1.74% | Reduce -0.0% | 100,263 | $5.9M |
| Trexquant Investment LP | 0.07% | New | 98,895 | $5.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.6% | 98,826 | $5.8M |
| Assetmark, Inc. | 0.02% | Add +9.1% | 98,620 | $5.8M |
| GAMCO Investors | 0.06% | Reduce -1.5% | 97,329 | $5.7M |
| Jefferies Financial Group Inc. | 0.07% | New | 96,988 | $5.7M |
| NewEdge Wealth, LLC | 0.10% | Add +3.9% | 95,968 | $5.6M |
| Comerica Bank | 0.02% | Add +20.9% | 95,623 | $5.6M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +3.4% | 95,130 | $5.6M |
| Handelsbanken Fonder AB | 0.02% | Add +69.4% | 93,946 | $5.5M |
| Atria Investments, Inc | 0.07% | Add +0.8% | 93,338 | $5.5M |
| Canada Pension Plan Investment Board | 0.01% | No change | 93,000 | $5.4M |
| Crestline Management, L.P. | 0.19% | New | 91,170 | $5.3M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -14.3% | 89,299 | $5.2M |
| Arizona State Retirement System | 0.03% | Add +0.6% | 88,426 | $5.2M |
| Montag A & Associates Inc. | 0.25% | Reduce -1.0% | 88,025 | $5.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -31.6% | 87,697 | $5.1M |
| Otter Creek Advisors, LLC | 3.51% | Reduce -12.2% | 87,165 | $5.1M |
| Interval Partners, LP | 0.13% | New | 86,908 | $5.1M |
| Butensky & Cohen Financial Security, Inc. | 1.59% | Add +0.3% | 86,349 | $5.1M |
| Aberdeen Group plc | 0.01% | Reduce -23.9% | 85,329 | $5.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 85,269 | $5.0M |
| Annandale Capital, LLC | 0.95% | No change | 82,279 | $4.8M |
| PGGM Investments | 0.06% | No change | 82,195 | $4.8M |
| State of Michigan Retirement System | 0.02% | Reduce -0.2% | 81,719 | $4.8M |
| AXA S.A. | 0.01% | Add +30.0% | 81,130 | $4.7M |
| Bessemer Group Inc. | 0.01% | Add +1.3% | 80,802 | $4.7M |
| Quantinno Capital Management LP | 0.05% | Add +152.7% | 79,614 | $4.7M |
| MetLife Investment Management, LLC | 0.03% | Add +1.9% | 79,550 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 79,323 | $4.6M |
| Public Sector Pension Investment Board | 0.02% | Add +48.8% | 78,137 | $4.6M |
| Creative Planning | 0.00% | Add +3.1% | 76,275 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +105.9% | 76,036 | $4.4M |
| ProShare Advisors LLC | 0.01% | Add +7.9% | 75,633 | $4.4M |
| ExodusPoint Capital Management, LP | 0.05% | Add +47.6% | 75,017 | $4.4M |
| Corebridge Financial, Inc. | 0.02% | Reduce -0.8% | 73,989 | $4.3M |
| Focus Partners Wealth | 0.01% | Add +472.3% | 73,375 | $4.3M |
| Capstone Investment Advisors, LLC | 0.05% | Add +1046.7% | 70,855 | $4.1M |
| Tobam | 1.25% | Reduce -24.0% | 69,905 | $4.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.2% | 68,376 | $4.0M |
| Czech National Bank | 0.04% | Add +6.6% | 65,273 | $3.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.1% | 65,179 | $3.8M |
| Independent Advisor Alliance | 0.05% | Add +3.8% | 65,101 | $3.8M |
| Mackenzie Financial Corp. | 0.01% | Reduce -9.7% | 64,642 | $3.8M |
| Asset Management Group, Inc. | 0.67% | Add +0.1% | 64,568 | $3.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.2% | 64,011 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +376.1% | 63,750 | $3.7M |
| Pathstone Holdings, LLC | 0.02% | Add +70.2% | 62,733 | $3.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -57.5% | 62,546 | $3.7M |
| First Hawaiian Bank | 0.12% | Reduce -9.8% | 62,515 | $3.7M |
| Forsta Ap-Fonden | 0.03% | Reduce -50.8% | 60,950 | $3.6M |
| Markel Group | 0.03% | No change | 60,750 | $3.6M |
| DNB Asset Management AS | 0.02% | Add +2.4% | 60,566 | $3.5M |
| Baxter Bros Inc. | 0.46% | Add +20.0% | 60,445 | $3.5M |
| Aurdan Capital Management, LLC | 1.36% | — | 60,390 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Add +49.8% | 59,902 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -1.0% | 59,818 | $3.5M |
| Amalgamated Bank | 0.03% | Add +0.8% | 59,245 | $3.5M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -0.2% | 59,007 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +13.9% | 58,296 | $3.4M |
| Qsemble Capital Management, LP | 0.45% | New | 57,473 | $3.4M |
| Fieldview Capital Management, LLC | 0.51% | — | 56,918 | $3.3M |
| Prudential PLC | 0.02% | Reduce -50.4% | 56,418 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +20.4% | 56,253 | $3.3M |
| Elevate Capital Advisors, LLC | 2.89% | — | 56,110 | $3.3M |
| KLCM Advisors, Inc. | 0.37% | No change | 54,523 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +15.1% | 54,117 | $3.2M |
| Dean Investment Associates, LLC | 0.45% | Add +4.5% | 53,938 | $3.2M |
| IFM Investors Pty Ltd | 0.03% | Reduce -6.7% | 53,478 | $3.1M |
| Patton Fund Management, Inc. | 0.61% | Reduce -14.9% | 53,341 | $3.1M |
| Griffin Asset Management, Inc. | 0.37% | No change | 53,218 | $3.1M |
| Fairman Group, LLC | 2.56% | Reduce -24.3% | 53,087 | $3.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -21.6% | 51,558 | $3.0M |
| Alamar Capital Management, LLC | 1.65% | Reduce -4.5% | 51,539 | $3.0M |
| Illumine Investment Management, LLC | 2.48% | — | 51,500 | $3.0M |
| Intrepid Capital Management Inc. | 1.89% | Add +34.9% | 51,412 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +53.9% | 50,953 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -0.3% | 50,615 | $3.0M |
| Brighton Jones LLC | 0.09% | Add +75.6% | 50,503 | $3.0M |
| CHB Investment Group, LLC | 1.60% | Reduce -0.8% | 50,385 | $2.9M |
| Agf Management Ltd. | 0.01% | Reduce -19.5% | 50,054 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Add +4.6% | 49,971 | $2.9M |
| Utah Retirement Systems | 0.03% | No change | 48,601 | $2.8M |
| Godshalk Welsh Capital Management, Inc. | 1.83% | Reduce -1.7% | 48,432 | $2.8M |
| Tredje AP-fonden | 0.03% | No change | 48,165 | $2.8M |
| Panagora Asset Management Inc. | 0.01% | Reduce -6.2% | 48,136 | $2.8M |
| Cumberland Partners Ltd | 0.20% | Add +37.1% | 48,035 | $2.8M |
| Sepio Capital, LP | 0.22% | Reduce -1.6% | 47,901 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.23% | Add +0.0% | 47,901 | $2.8M |
| Walleye Capital LLC | 0.03% | Add +93.3% | 47,679 | $2.8M |
| Cibc World Markets Corp. | 0.02% | Reduce -18.7% | 47,653 | $2.8M |
| Belpointe Asset Management LLC | 0.17% | Reduce -0.3% | 46,434 | $2.8M |
| &partners | 0.03% | Add +17.1% | 47,587 | $2.8M |
| AlphaQuest LLC | 0.36% | Add +329.9% | 46,208 | $2.7M |
| Townsquare Capital LLC | 0.03% | Add +19.6% | 45,223 | $2.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.6% | 43,860 | $2.5M |
| TD Private Client Wealth LLC | 0.07% | Reduce -2.5% | 43,458 | $2.5M |
| USS Investment Management Ltd | 0.02% | Reduce -24.0% | 43,414 | $2.5M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Reduce -2.8% | 43,346 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +10.6% | 43,248 | $2.5M |
| Caldwell Trust Co | 0.26% | No change | 43,161 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 42,948 | $2.5M |
| Ostrum Asset Management | 0.21% | Reduce -3.9% | 42,156 | $2.5M |
| Xponance LLC | 0.02% | Add +1.7% | 42,144 | $2.5M |
| STRS Ohio | 0.01% | Add +12.0% | 42,073 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +6.8% | 41,709 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 41,620 | $2.4M |
| Cibc World Market Inc. | 0.01% | New | 41,465 | $2.4M |
| Wbi Investments, LLC | 0.60% | Reduce -39.1% | 41,156 | $2.4M |
| Tealwood Asset Management Inc. | 1.00% | Add +1.4% | 41,042 | $2.4M |
| New York Life Investment Management LLC | 0.02% | Add +0.9% | 40,395 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.4% | 40,044 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +234.1% | 39,405 | $2.3M |
| New Vernon Investment Management LLC | 3.01% | Reduce -78.5% | 13,201 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +11.3% | 38,891 | $2.3M |
| Agate Pass Investment Management, LLC | 1.01% | Add +1.3% | 38,243 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Add +1.9% | 37,770 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.6% | 37,526 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.5% | 37,183 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.6% | 36,065 | $2.1M |
| Verition Fund Management LLC | 0.01% | Reduce -44.8% | 35,965 | $2.1M |
| Entropy Technologies, LP | 0.21% | Add +87.4% | 35,366 | $2.1M |
| Ethic Inc. | 0.04% | Add +39.6% | 34,313 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 34,099 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.4% | 34,009 | $2.0M |
| Elm3 Financial Group, LLC | 1.67% | — | 33,489 | $2.0M |
| Aurora Investment Counsel | 1.06% | Reduce -3.2% | 32,976 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.20% | Add +0.0% | 32,892 | $1.9M |
| Old Mission Capital LLC | 0.04% | New | 32,012 | $1.9M |
| Scotia Capital Inc. | 0.01% | Add +27.0% | 31,733 | $1.9M |
| Insight Inv LLC | 1.29% | Add +3.1% | 31,662 | $1.9M |
| Manchester Financial Inc. | 0.41% | Reduce -36.3% | 31,633 | $1.9M |
| Leavell Investment Management, Inc. | 0.09% | Add +0.3% | 31,342 | $1.8M |
| Empowered Funds, LLC | 0.03% | Reduce -0.6% | 30,977 | $1.8M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +13.0% | 30,666 | $1.8M |
| Citizens National Bank Trust Department | 0.37% | Reduce -7.2% | 30,269 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +9.6% | 29,938 | $1.8M |
| Dean Capital Management | 0.74% | Add +1.3% | 29,734 | $1.7M |
| Lecap Asset Management Ltd. | 0.47% | New | 29,432 | $1.7M |
| Applied Capital LLC | 1.35% | Reduce -0.4% | 29,400 | $1.7M |
| Macquarie Group Ltd. | 0.00% | Add +46.1% | 40,846 | $1.7M |
| Resources Management Corp. /CT/ | 0.23% | Add +3.1% | 29,157 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -26.9% | 28,915 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -21.9% | 28,674 | $1.7M |
| Ieq Capital, LLC | 0.02% | Add +187.9% | 28,619 | $1.7M |
| Mizuho Securities USA LLC | 0.03% | Add +46.4% | 28,532 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +79.7% | 28,241 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.1% | 28,035 | $1.6M |
| Achmea Investment Management B.V. | 0.03% | Add +11.7% | 27,546 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +33.1% | 27,289 | $1.6M |
| LRT Capital Management, LLC | 1.26% | Add +39.3% | 27,464 | $1.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.11% | Add +11.8% | 27,346 | $1.6M |
| Tidal Investments LLC | 0.01% | Reduce -44.6% | 27,071 | $1.6M |
| Delphi Management Inc. | 1.53% | Add +0.6% | 27,049 | $1.6M |
| SeaBridge Investment Advisors LLC | 0.33% | Add +4.9% | 27,044 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.1% | 26,459 | $1.5M |
| Fox Run Management, L.L.C. | 0.28% | Add +546.1% | 26,059 | $1.5M |
| Avanza Fonder AB | 0.05% | — | 26,044 | $1.5M |
| JT Stratford LLC | 0.25% | Add +4.9% | 26,020 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +3.7% | 25,911 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.1% | 25,770 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -2.5% | 25,428 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +6.3% | 25,098 | $1.5M |
| Grace & White Inc. | 0.28% | No change | 24,869 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.1% | 24,427 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -1.1% | 24,435 | $1.4M |
| Sierra Legacy Group | 1.31% | — | 24,385 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +2.0% | 24,317 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +5.5% | 24,075 | $1.4M |
| Elgethun Capital Management | 0.34% | Add +0.0% | 24,062 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 24,045 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Add +562.8% | 24,025 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | New | 24,022 | $1.4M |
| Personal Cfo Solutions, LLC | 0.28% | Add +0.1% | 23,945 | $1.4M |
| Ossiam | 0.02% | Add +21.0% | 23,790 | $1.4M |
| Pensionfund Sabic | 0.36% | Add +20.3% | 23,750 | $1.4M |
| Catalyst Funds Management Pty Ltd | 0.34% | Add +156.5% | 23,600 | $1.4M |
| Parsons Capital Management Inc. | 0.07% | Reduce -8.3% | 23,247 | $1.4M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -16.6% | 23,239 | $1.4M |
| DF Dent & Co. Inc. | 0.02% | Reduce -8.7% | 23,101 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Add +3.2% | 23,075 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -78.3% | 23,019 | $1.3M |
| Pullen Investment Management, LLC | 0.87% | Add +0.7% | 22,954 | $1.3M |
| Railway Pension Investments Ltd | 0.02% | No change | 22,950 | $1.3M |
| Chase Investment Counsel Corp. | 0.43% | No change | 22,912 | $1.3M |
| Pitcairn Co. | 0.08% | New | 22,893 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -71.2% | 22,732 | $1.3M |
| Stegent Equity Advisors, Inc. | 1.35% | Add +3.0% | 22,665 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +1.2% | 21,588 | $1.3M |
| Mitchell & Pahl Private Wealth, LLC | 0.59% | Add +3.2% | 21,587 | $1.3M |
| W1M Investment Management Ltd | 0.02% | No change | 21,525 | $1.3M |
| iA Global Asset Management Inc. | 0.02% | Reduce -21.4% | 20,785 | $1.2M |
| Kentucky Retirement Systems | 0.04% | Reduce -1.4% | 20,659 | $1.2M |
| Investment Planning Advisors, Inc. | 0.51% | Add +45.8% | 20,018 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.17% | — | 19,738 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | New | 19,730 | $1.2M |
| Virtus Advisers, LLC | 0.47% | Add +20.3% | 19,697 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Add +0.4% | 19,671 | $1.2M |
| Callan Family Office, LLC | 0.07% | New | 19,592 | $1.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.09% | Add +2.0% | 19,575 | $1.1M |
| Keb Asset Management, LLC | 0.32% | No change | 19,285 | $1.1M |
| Diversify Wealth Management, LLC | 0.09% | Add +22.7% | 19,440 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -3.3% | 18,721 | $1.1M |
| Rothschild Investment LLC | 0.07% | Add +0.1% | 18,699 | $1.1M |
| Procyon Advisors, LLC | 0.07% | Reduce -10.2% | 18,672 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +0.5% | 18,558 | $1.1M |
| Inspire Investing, LLC | 0.12% | Reduce -7.0% | 18,532 | $1.1M |
| Kings Path Partners LLC | 0.46% | New | 18,531 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.9% | 18,527 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | Add +42.9% | 18,447 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.17% | Reduce -45.3% | 18,372 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.9% | 18,365 | $1.1M |
| US Bancorp \de | 0.00% | Add +4.4% | 18,317 | $1.1M |
| Almanack Investment Partners, LLC. | 0.17% | No change | 18,296 | $1.1M |
| Resonant Capital Advisors, LLC | 0.08% | Add +0.6% | 18,292 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +2.6% | 18,095 | $1.1M |
| Woodline Partners LP | 0.01% | New | 18,079 | $1.1M |
| Paradigm Asset Management Co. LLC | 0.29% | New | 17,800 | $1.0M |
| Trust Co. of Vermont | 0.05% | No change | 17,659 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +41.0% | 17,611 | $1.0M |
| M&T Bank Corp | 0.00% | Add +8.0% | 17,563 | $1.0M |
| Fairfield, Bush & Co. | 0.60% | Reduce -0.6% | 17,549 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.6% | 17,527 | $1.0M |
| Sterling Capital Management LLC | 0.01% | Add +55.3% | 17,417 | $1.0M |
| Centiva Capital, LP | 0.04% | Reduce -48.8% | 17,297 | $1.0M |
| Twin Capital Management Inc. | 0.11% | Reduce -23.9% | 17,099 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.2% | 17,086 | $1000K |
| Towne Trust Company, N.A | 0.35% | Add +17.2% | 17,055 | $998K |
| Wedbush Securities Inc. | 0.04% | Add +6.7% | 16,875 | $988K |
| Brown, Lisle/Cummings, Inc. | 0.29% | New | 16,780 | $982K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.3% | 16,611 | $972K |
| LVW Advisors, LLC | 0.12% | Reduce -0.9% | 16,575 | $970K |
| HM Payson & Co. | 0.02% | No change | 16,543 | $968K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -4.0% | 16,264 | $952K |
| NEOS Investment Management LLC | 0.02% | Add +29.8% | 16,227 | $950K |
| Kestra Advisory Services, LLC | 0.01% | Add +11.3% | 16,201 | $948K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.1% | 16,200 | $948K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.7% | 16,179 | $947K |
| Metis Global Partners, LLC | 0.03% | Add +3.0% | 15,883 | $929K |
| Mount Lucas Management LP | 0.32% | Reduce -4.9% | 15,683 | $918K |
| Exchange Traded Concepts, LLC | 0.02% | Add +1.5% | 15,632 | $915K |
| Aurelius Family Office LLC | 0.44% | — | 14,999 | $878K |
| Inceptionr LLC | 0.20% | Reduce -34.6% | 14,978 | $877K |
| Aquatic Capital Management LLC | 0.02% | New | 14,948 | $875K |
| Vident Advisory, LLC | 0.02% | Add +25.7% | 14,881 | $871K |
| Ballentine Partners, LLC | 0.01% | Add +5.5% | 14,863 | $870K |
| Swedbank AB | 0.00% | No change | 14,766 | $864K |
| Empire Financial Management Company, LLC | 0.27% | Add +7.2% | 14,762 | $864K |
| Praxis Investment Management Inc. | 0.06% | No change | 14,737 | $862K |
| Empirical Asset Management, LLC | 0.28% | Reduce -0.1% | 14,627 | $856K |
| Venturi Wealth Management, LLC | 0.04% | Add +18.4% | 14,392 | $842K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -2.7% | 14,375 | $841K |
| Impact Capital Partners LLC | 0.30% | — | 14,352 | $840K |
| Kornitzer Capital Management Inc. | 0.02% | Add +1.2% | 14,272 | $835K |
| Farringdon Capital, Ltd. | 0.34% | — | 14,173 | $829K |
| HBK Sorce Advisory LLC | 0.02% | New | 13,979 | $818K |
| Unigestion Holding SA | 0.05% | Add +43.7% | 13,880 | $812K |
| Gotham Asset Management | 0.01% | Add +3.5% | 13,800 | $808K |
| Bellevue Asset Management, LLC | 0.41% | Add +0.9% | 13,637 | $798K |
| Norinchukin Bank, The | 0.02% | Add +9.1% | 13,608 | $796K |
| ING Groep NV | 0.01% | New | 13,606 | $796K |
| Net Worth Advisory Group | 0.24% | Add +3.4% | 13,558 | $793K |
| Wealthfront Advisers LLC | 0.00% | Add +20.8% | 13,542 | $792K |
| Compass Wealth Management LLC | 0.19% | No change | 13,331 | $780K |
| Savant Capital, LLC | 0.01% | Add +7.3% | 13,245 | $775K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -78.3% | 13,105 | $767K |
| Caisse Des Depots Et Consignations | 0.04% | — | 13,103 | $767K |
| Park Avenue Securities LLC | 0.01% | Add +12.7% | 13,074 | $765K |
| Glenmede Trust Co. NA | 0.00% | Add +31.9% | 13,008 | $761K |
| Quantum Portfolio Management LLC | 0.41% | Add +3.4% | 13,001 | $761K |
| Murphy Pohlad Asset Management LLC | 0.33% | No change | 12,991 | $760K |
| Cadent Capital Advisors, LLC | 0.26% | No change | 12,910 | $755K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +20.2% | 12,891 | $754K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -16.9% | 13,046 | $740K |
| Boston Partners | 0.00% | Reduce -3.9% | 12,587 | $737K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 12,288 | $719K |
| Raiffeisen Bank International AG | 0.01% | — | 12,268 | $718K |
| Faithward Advisors, LLC | 0.12% | Add +6.8% | 12,209 | $714K |
| Scientech Research LLC | 0.20% | Reduce -19.8% | 12,199 | $714K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.2% | 12,150 | $711K |
| UMB Bank, n.a. | 0.01% | Add +13.2% | 11,986 | $701K |
| Baader Bank Aktiengesellschaft | 0.06% | Reduce -1.0% | 11,925 | $698K |
| Everpar Advisors LLC | 0.35% | Reduce -0.4% | 11,904 | $697K |
| Legacy Advisors, LLC | 0.07% | New | 11,810 | $691K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.7% | 11,647 | $682K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.4% | 11,637 | $681K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +28.4% | 11,637 | $681K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -88.7% | 11,632 | $681K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +26.7% | 11,542 | $675K |
| Old National Bancorp | 0.02% | Reduce -1.6% | 11,535 | $675K |
| YHB Investment Advisors, Inc. | 0.05% | No change | 11,336 | $663K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 11,322 | $663K |
| NCM Capital Management, LLC | 0.30% | No change | 11,259 | $659K |
| Aviva PLC | 0.00% | Reduce -2.0% | 11,216 | $656K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 10,962 | $641K |
| Lido Advisors, LLC | 0.00% | Add +12.0% | 10,950 | $641K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.0% | 10,949 | $641K |
| Mgo One Seven LLC | 0.02% | Add +6.6% | 10,938 | $640K |
| Claro Advisors Inc. | 0.09% | Reduce -22.1% | 10,871 | $636K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,799 | $632K |
| Aigen Investment Management, LP | 0.11% | New | 10,652 | $623K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 10,320 | $604K |
| Commerce Bank | 0.00% | Reduce -4.6% | 10,320 | $604K |
| Allstate Corp. | 0.02% | New | 10,287 | $602K |
| Wealth Quarterback LLC | 0.28% | Reduce -8.7% | 10,268 | $601K |
| Gifford Fong Associates | 0.15% | No change | 10,125 | $593K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -83.0% | 10,066 | $589K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +5.0% | 10,042 | $588K |
| Empirical Finance, LLC | 0.03% | Reduce -1.1% | 9,951 | $582K |
| Nomura Holdings Inc. | 0.00% | New | 9,919 | $580K |
| TrinityPoint Wealth, LLC | 0.08% | Add +1.6% | 9,907 | $580K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -30.2% | 9,831 | $575K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | New | 9,792 | $573K |
| Vinva Investment Management Ltd | 0.02% | Reduce -19.5% | 9,774 | $572K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 9,747 | $570K |
| Wolverine Trading, LLC | 0.01% | New | 9,707 | $568K |
| NewEdge Advisors, LLC | 0.00% | Add +12.5% | 9,693 | $567K |
| Machina Capital S.A.S. | 0.24% | New | 9,658 | $565K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 9,649 | $565K |
| Eagle Harbor Asset Management Inc. | 0.56% | Add +0.2% | 9,627 | $563K |
| Merit Financial Group, LLC | 0.01% | New | 9,571 | $560K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.3% | 9,559 | $559K |
| King Luther Capital Management Corp. | 0.00% | Reduce -4.2% | 9,475 | $554K |
| Matrix Private Capital Group LLC | 0.32% | No change | 9,458 | $553K |
| Geller Advisors LLC | 0.04% | New | 9,430 | $552K |
| Washington Capital Management, Inc. | 0.43% | No change | 9,400 | $550K |
| Tectonic Advisors LLC | 0.04% | Add +7.8% | 9,358 | $548K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -9.3% | 9,332 | $546K |
| Skba Capital Management LLC | 0.09% | Add +4.5% | 9,327 | $546K |
| Applied Finance Capital Management, LLC | 0.02% | New | 9,305 | $545K |
| Coldstream Capital Management Inc. | 0.01% | Add +25.3% | 9,280 | $543K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.8% | 9,270 | $542K |
| Caprock Group, LLC | 0.02% | Add +49.8% | 9,255 | $542K |
| Advisor OS, LLC | 0.06% | Reduce -43.2% | 9,150 | $535K |
| Transatlantique Private Wealth LLC | 0.20% | No change | 9,137 | $535K |
| Citadel Investment Advisory, Inc. | 0.28% | No change | 9,096 | $532K |
| Blair William & Co. | 0.00% | Reduce -4.2% | 9,090 | $532K |
| Virtu Financial LLC | 0.03% | Add +82.8% | 8,965 | $525K |
| HRT Financial LP | 0.00% | Reduce -95.9% | 8,948 | $523K |
| Aptus Capital Advisors, LLC | 0.01% | Add +125.1% | 8,878 | $520K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 8,897 | $520K |
| Quantbot Technologies LP | 0.02% | Reduce -57.8% | 8,814 | $516K |
| Freedom Investment Management, Inc. | 0.04% | Add +3.1% | 8,782 | $514K |
| Oak Thistle LLC | 0.15% | Add +130.8% | 8,725 | $511K |
| IFC Advisors LLC | 0.11% | — | 8,633 | $505K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +4.3% | 8,616 | $504K |
| Investment Management Corp of Ontario | 0.02% | Reduce -16.7% | 8,501 | $497K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -8.6% | 8,438 | $494K |
| Fifth Third Bancorp | 0.00% | Reduce -7.3% | 8,384 | $491K |
| Wealth Alliance, LLC | 0.06% | Add +1.3% | 8,359 | $489K |
| Heritage Family Offices, LLP | 0.24% | Add +1.4% | 8,346 | $488K |
| Genesis Private Wealth, LLC | 0.26% | — | 8,037 | $470K |
| Jump Financial, LLC | 0.01% | Reduce -9.8% | 8,025 | $470K |
| DORVAL Corp | 0.19% | Add +0.3% | 8,015 | $469K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.1% | 7,923 | $464K |
| Avior Wealth Management, LLC | 0.02% | Add +0.7% | 7,874 | $461K |
| Baird Financial Group, Inc. | 0.00% | Add +16.3% | 7,856 | $460K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 7,797 | $456K |
| Wedmont Private Capital | 0.02% | Add +2.3% | 8,038 | $456K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 7,733 | $453K |
| Impact Partnership Wealth, LLC | 0.09% | Reduce -27.0% | 7,716 | $452K |
| Legacy Capital Wealth Partners, LLC | 0.11% | New | 7,715 | $451K |
| Ritholtz Wealth Management | 0.01% | Add +0.2% | 7,644 | $447K |
| Greenleaf Trust | 0.00% | Add +0.8% | 7,641 | $447K |
| GAMMA Investing LLC | 0.04% | Add +32.9% | 7,627 | $446K |
| Bard Financial Services, Inc. | 0.05% | No change | 7,590 | $444K |
| Bridgefront Capital, LLC | 0.15% | New | 7,521 | $440K |
| Sage Capital Advisors,llc | 0.11% | No change | 7,500 | $439K |
| Fiduciary Alliance LLC | 0.04% | Add +9.8% | 7,430 | $435K |
| Tufton Capital Management | 0.08% | No change | 7,425 | $435K |
| Meitav Investment House Ltd. | 0.01% | No change | 7,425 | $435K |
| Baron Wealth Management LLC | 0.20% | No change | 7,379 | $432K |
| Maridea Wealth Management LLC | 0.14% | — | 7,336 | $429K |
| Stevens Capital Management LP | 0.17% | Add +100.2% | 7,232 | $423K |
| Guggenheim Capital LLC | 0.00% | Add +9.5% | 7,105 | $416K |
| Principal Securities, Inc. | 0.01% | Add +55.2% | 6,954 | $407K |
| Brown Brothers Harriman & Co. | 0.00% | Add +23.6% | 6,886 | $403K |
| Wealth Advisors of Iowa, LLC | 0.20% | Reduce -1.3% | 6,882 | $403K |
| Naples Global Advisors, LLC | 0.04% | Reduce -6.8% | 6,838 | $400K |
| Investment Partners Asset Management, Inc. | 0.31% | No change | 6,750 | $395K |
| Eagle Ridge Investment Management | 0.03% | No change | 6,744 | $395K |
| Williamson Legacy Group, LLC | 0.26% | Reduce -2.0% | 6,708 | $393K |
| Equitable Holdings, Inc. | 0.00% | Add +64.2% | 6,706 | $392K |
| Diligent Investors, LLC | 0.09% | Reduce -1.5% | 6,648 | $389K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -1.4% | 6,622 | $388K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 6,609 | $387K |
| United Capital Financial Advisors, LLC | 0.00% | Add +10.8% | 6,586 | $385K |
| Private Trust Co. NA | 0.04% | Add +2.3% | 6,563 | $384K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +7.5% | 6,454 | $378K |
| Wealthspire Advisors, LLC | 0.00% | New | 6,452 | $378K |
| Keybank National Association | 0.00% | Add +11.4% | 6,326 | $370K |
| Carmel Capital Partners, LLC | 0.15% | Add +1.3% | 6,265 | $367K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.9% | 6,157 | $360K |
| Rwa Wealth Partners, LLC | 0.00% | New | 6,142 | $359K |
| State of Wyoming | 0.05% | Add +45.9% | 6,136 | $359K |
| Alps Advisors Inc. | 0.00% | No change | 6,082 | $356K |
| Gibbs Wealth Management | 0.10% | Add +19.0% | 6,070 | $355K |
| HB Wealth Management, LLC | 0.00% | Add +10.5% | 6,066 | $355K |
| Shell Asset Management Co. | 0.02% | No change | 6,019 | $352K |
| Hamilton Capital Partners Inc. | 0.03% | Add +3.2% | 5,991 | $351K |
| IFP Advisors, Inc | 0.01% | Add +0.5% | 5,961 | $349K |
| Romano Brothers and Company | 0.04% | Reduce -11.8% | 5,920 | $346K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.1% | 5,886 | $344K |
| Mather Group, Llc. | 0.00% | Add +1.8% | 5,787 | $339K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.3% | 5,753 | $337K |
| Graham Capital Wealth Management, LLC | 0.29% | No change | 5,677 | $332K |
| DRW Securities, LLC | 0.02% | New | 5,544 | $324K |
| IFG Advisory, LLC | 0.02% | New | 5,509 | $322K |
| Choreo, LLC | 0.00% | Add +17.4% | 5,498 | $322K |
| Compass Capital Corp. /Ma/ | 0.12% | — | 5,387 | $320K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 5,462 | $320K |
| Beacon Financial Group | 0.03% | Add +0.1% | 5,410 | $317K |
| Cresset Asset Management, LLC | 0.00% | Reduce -72.1% | 5,364 | $314K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Add +0.4% | 5,359 | $314K |
| Simplex Trading, LLC | 0.01% | New | 5,331 | $311K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -3.4% | 5,313 | $311K |
| Osterweis Capital Management Inc. | 0.02% | No change | 5,290 | $310K |
| Smartleaf Asset Management LLC | 0.03% | Add +3.7% | 5,289 | $310K |
| iSAM Funds (UK) Ltd | 0.23% | Add +31.8% | 5,280 | $309K |
| Vontobel Holding Ltd. | 0.00% | Add +46.9% | 5,231 | $306K |
| Severin Investments, LLC | 0.30% | — | 5,227 | $306K |
| Financial Security Advisor, Inc. | 0.08% | Add +0.1% | 5,224 | $306K |
| HighPoint Advisor Group LLC | 0.02% | Add +12.0% | 4,967 | $304K |
| 111 Capital | 0.06% | — | 5,187 | $304K |
| Horizon Advisory Services, Inc. | 0.17% | New | 5,172 | $303K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.2% | 5,164 | $302K |
| Private Wealth Advisors, LLC | 0.13% | Add +0.1% | 5,097 | $298K |
| NDVR, Inc. | 0.28% | Add +6.9% | 5,088 | $298K |
| Vestcor Inc | 0.01% | Reduce -77.3% | 5,071 | $297K |
| Cynosure Group, LLC | 0.04% | Reduce -21.9% | 5,061 | $296K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 5,025 | $294K |
| XTX Topco Ltd | 0.02% | Reduce -1.9% | 4,973 | $291K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 4,966 | $291K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.0% | 4,924 | $288K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -31.9% | 4,918 | $288K |
| Spire Wealth Management | 0.01% | Add +1095.9% | 4,915 | $288K |
| IHT Wealth Management, LLC | 0.01% | Reduce -29.1% | 4,892 | $286K |
| Compound Planning, Inc. | 0.01% | Reduce -3.1% | 4,874 | $285K |
| Ingalls & Snyder LLC | 0.01% | Reduce -0.7% | 4,778 | $280K |
| GeoWealth Management, LLC | 0.01% | Add +645.9% | 4,729 | $277K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.1% | 4,717 | $276K |
| Vise Technologies, Inc. | 0.02% | New | 4,693 | $275K |
| AE Wealth Management LLC | 0.00% | Add +8.3% | 4,688 | $274K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +6.2% | 4,679 | $274K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -6.8% | 4,598 | $274K |
| Oppenheimer & Co. Inc. | 0.00% | Add +12.4% | 4,648 | $272K |
| Aureus Asset Management, LLC | 0.02% | No change | 4,644 | $272K |
| Portside Wealth Group, LLC | 0.04% | Add +10.2% | 4,641 | $272K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +0.7% | 4,606 | $270K |
| Allworth Financial LP | 0.00% | Add +128.6% | 4,555 | $269K |
| Avestar Capital, LLC | 0.02% | Add +6.8% | 4,571 | $267K |
| Signaturefd, LLC | 0.01% | Add +1.3% | 4,544 | $266K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -20.7% | 4,110 | $265K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 4,506 | $264K |
| Profund Advisors LLC | 0.01% | Reduce -10.2% | 4,456 | $261K |
| Mufg Securities Americas Inc. | 0.03% | — | 4,445 | $260K |
| Nebula Research & Development LLC | 0.03% | Reduce -31.4% | 4,429 | $259K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.0% | 4,416 | $258K |
| NorthRock Partners, LLC | 0.01% | Add +0.7% | 4,399 | $257K |
| Platform Technology Partners | 0.08% | Reduce -28.7% | 4,359 | $255K |
| Foundations Investment Advisors, LLC | 0.00% | Add +3.5% | 4,316 | $253K |
| Mountain Pacific Investment Advisers LLC | 0.02% | No change | 4,252 | $249K |
| Somerset Trust Co | 0.09% | Reduce -18.4% | 4,235 | $248K |
| Checchi Capital Advisers, LLC | 0.02% | Add +1.6% | 4,194 | $245K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +3.2% | 4,179 | $245K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -10.4% | 4,145 | $243K |
| Horizon Investments, LLC | 0.01% | Add +1.6% | 4,144 | $243K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.3% | 4,139 | $242K |
| Wexford Capital LP | 0.06% | No change | 4,100 | $240K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.5% | 4,087 | $239K |
| O'Dell Group, LLC | 0.05% | No change | 4,050 | $237K |
| LRI Investments, LLC | 0.02% | No change | 4,016 | $235K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Reduce -7.6% | 4,000 | $234K |
| Cornerstone Financial Group, LLC | 0.23% | — | 3,975 | $233K |
| Longboard Asset Management, LP | 0.61% | — | 3,960 | $232K |
| EntryPoint Capital, LLC | 0.10% | New | 3,921 | $229K |
| Woodward Diversified Capital, LLC | 0.17% | Reduce -20.6% | 3,916 | $229K |
| Gallacher Capital Management LLC | 0.11% | Reduce -31.9% | 3,911 | $229K |
| Argent Trust Co | 0.01% | No change | 3,880 | $227K |
| West Family Investments, Inc. | 0.08% | Reduce -2.1% | 3,873 | $227K |
| Teza Capital Management LLC | 0.03% | Reduce -55.1% | 3,871 | $227K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,830 | $224K |
| ABLE Financial Group, LLC | 0.07% | No change | 3,799 | $222K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.9% | 3,796 | $222K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +1.4% | 3,781 | $221K |
| BIP Wealth, LLC | 0.01% | Reduce -11.6% | 3,775 | $221K |
| Engineers Gate Manager LP | 0.00% | Reduce -90.8% | 3,721 | $218K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.7% | 3,714 | $217K |
| Curi Capital, LLC | 0.01% | Add +1.0% | 3,713 | $217K |
| Waverly Advisors, LLC | 0.00% | New | 3,712 | $217K |
| Smith Shellnut Wilson LLC | 0.10% | Reduce -6.0% | 3,709 | $217K |
| Cyr Financial Inc. | 0.20% | Reduce -73.5% | 3,685 | $216K |
| Fisher Asset Management | 0.00% | Add +2.3% | 3,667 | $215K |
| Chilton Capital Management LLC | 0.01% | No change | 3,667 | $215K |
| Huntleigh Advisors, Inc. | 0.05% | — | 3,646 | $213K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -5.6% | 3,606 | $211K |
| Harbour Investments, Inc. | 0.01% | Add +0.2% | 3,589 | $210K |
| FineMark National Bank & Trust | 0.01% | New | 3,588 | $210K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,574 | $209K |
| One Wealth Advisors, LLC | 0.03% | No change | 3,553 | $208K |
| Clarius Group, LLC | 0.01% | Add +0.0% | 3,550 | $208K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,546 | $208K |
| CX Institutional | 0.01% | New | 3,541 | $207K |
| Trust Asset Management LLC | 0.02% | No change | 3,529 | $207K |
| Keel Point, LLC | 0.02% | New | 3,517 | $206K |
| Trustmark Bank Trust Department | 0.02% | New | 3,514 | $206K |
| First Nebraska Trust Co | 0.02% | New | 3,465 | $203K |
| Significant Wealth Partners LLC | 0.10% | New | 3,459 | $202K |
| Citizens Financial Group Inc. | 0.00% | New | 3,430 | $201K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.5% | 3,361 | $197K |
| Iron Horse Wealth Management, LLC | 0.07% | No change | 3,327 | $195K |
| Parallel Advisors, LLC | 0.00% | Add +9.2% | 3,306 | $194K |
| Caldwell Sutter Capital, Inc. | 0.09% | Add +180.8% | 3,300 | $193K |
| Walleye Trading LLC | 0.00% | Add +139.9% | 3,287 | $192K |
| CI Investments Inc. | 0.00% | Reduce -74.7% | 3,087 | $181K |
| C M Bidwell & Associates Ltd. | 0.11% | No change | 3,075 | $180K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.7% | 3,054 | $179K |
| Ascentis Wealth Management, LLC | 0.06% | Add +16.7% | 3,047 | $178K |
| Whittier Trust Co. | 0.00% | Reduce -9.2% | 2,986 | $175K |
| Eagle Bay Advisors LLC | 0.11% | Reduce -15.6% | 2,891 | $169K |
| Heritage Wealth Advisors | 0.01% | No change | 2,863 | $168K |
| Blue Trust, Inc. | 0.00% | Reduce -19.1% | 2,850 | $167K |
| Optimum Investment Advisors | 0.07% | No change | 2,812 | $165K |
| FWL Investment Management, LLC | 0.06% | New | 2,691 | $157K |
| Jones Financial Companies LLLP | 0.00% | Add +66.3% | 2,356 | $138K |
| Federated Hermes, Inc. | 0.00% | Add +48.4% | 2,212 | $129K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 2,196 | $128K |
| Atlatl Advisers LLC | 0.07% | — | 2,173 | $127K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +0.2% | 2,163 | $127K |
| Penserra Capital Management LLC | 0.00% | Add +49.5% | 2,143 | $124K |
| Geneos Wealth Management Inc. | 0.00% | Add +23.0% | 2,112 | $124K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.6% | 2,048 | $121K |
| Arax Advisory Partners | 0.01% | Add +121.9% | 2,066 | $121K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 2,006 | $117K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.8% | 1,911 | $112K |
| Acadian Asset Management LLC | 0.00% | No change | 1,905 | $111K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.3% | 1,731 | $101K |
| St. Johns Investment Management Company, LLC | 0.05% | No change | 1,687 | $99K |
| Eastern Bank | 0.00% | No change | 1,626 | $95K |
| Global Retirement Partners, LLC | 0.00% | Add +10.3% | 1,602 | $94K |
| AlphaCentric Advisors LLC | 0.09% | Reduce -5.2% | 1,601 | $94K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,545 | $90K |
| Johnson Financial Group, Inc. | 0.00% | Add +1.3% | 1,494 | $88K |
| First Pacific Financial | 0.02% | No change | 1,496 | $88K |
| Quarry LP | 0.02% | Add +265.6% | 1,433 | $84K |
| Aster Capital Management (DIFC) Ltd | 0.03% | Reduce -61.0% | 1,432 | $84K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,467 | $83K |
| WPG Advisers, LLC | 0.08% | — | 1,418 | $83K |
| R Squared Ltd | 0.08% | — | 1,400 | $82K |
| Huntington National Bank | 0.00% | Reduce -11.4% | 1,378 | $81K |
| Fortitude Family Office, LLC | 0.03% | No change | 1,353 | $79K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,350 | $79K |
| Covestor Ltd | 0.05% | Add +10.6% | 1,363 | $79K |
| NFSG Corp | 0.02% | New | 1,342 | $79K |
| Tortoise Investment Management, LLC | 0.01% | Add +69.9% | 1,313 | $77K |
| Quent Capital, LLC | 0.01% | Add +0.2% | 1,285 | $75K |
| Westpac Banking Corp. | 0.00% | No change | 1,257 | $74K |
| Headlands Technologies LLC | 0.01% | Reduce -73.9% | 1,207 | $71K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.6% | 1,187 | $69K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.7% | 1,180 | $69K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,170 | $68K |
| Sentry Investment Management LLC | 0.03% | Reduce -14.0% | 1,141 | $67K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 845 | $66K |
| Hexagon Capital Partners LLC | 0.01% | Add +215.5% | 1,117 | $65K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,110 | $65K |
| Intact Investment Management Inc. | 0.00% | Reduce -15.4% | 1,100 | $64K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,056 | $62K |
| Lindbrook Capital, LLC | 0.01% | Reduce -7.1% | 1,048 | $61K |
| Adalta Capital Management LLC | 0.03% | New | 1,045 | $61K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -5.7% | 1,016 | $59K |
| Crowley Wealth Management, Inc. | 0.05% | — | 1,012 | $59K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,012 | $59K |
| Davis Capital Management | 0.05% | No change | 958 | $56K |
| LGT Financial Advisors LLC | 0.12% | Add +0.1% | 931 | $54K |
| Creative Financial Designs Inc. | 0.00% | Add +10.6% | 886 | $52K |
| Manchester Capital Management LLC | 0.01% | No change | 858 | $50K |
| Cromwell Holdings LLC | 0.03% | No change | 857 | $50K |
| Brooklyn Investment Group | 0.01% | Add +1.2% | 851 | $50K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -0.9% | 835 | $49K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 829 | $49K |
| Colonial Trust Co / SC | 0.01% | Add +79.9% | 822 | $48K |
| Coastline Trust Co | 0.01% | No change | 821 | $48K |
| Bayforest Capital Ltd | 0.06% | — | 816 | $48K |
| Catalyst Capital Advisors LLC | 0.00% | New | 726 | $42K |
| PFS Partners, LLC | 0.02% | Add +1.0% | 726 | $42K |
| Hoese & Co LLP | 0.03% | No change | 675 | $40K |
| Trust Co | 0.00% | No change | 657 | $38K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 628 | $37K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 619 | $36K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.7% | 617 | $36K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 580 | $35K |
| Whipplewood Advisors, LLC | 0.02% | — | 600 | $35K |
| Mendota Financial Group, LLC | 0.02% | Reduce -46.5% | 557 | $33K |
| Hemington Wealth Management | 0.01% | Add +21.1% | 522 | $30K |
| CVA Family Office, LLC | 0.00% | Add +23.4% | 480 | $28K |
| True Wealth Design, LLC | 0.01% | Add +7.5% | 443 | $26K |
| Optiver Holding B.V. | 0.00% | Add +107.3% | 427 | $25K |
| Continuum Advisory, LLC | 0.00% | Add +20.1% | 424 | $25K |
| Bogart Wealth, LLC | 0.00% | Add +6.5% | 423 | $25K |
| CGC Financial Services, LLC | 0.01% | No change | 421 | $25K |
| Leonteq Securities AG | 0.00% | Reduce -70.4% | 421 | $25K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -1.5% | 402 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.4% | 388 | $23K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -5.7% | 379 | $22K |
| Group One Trading LLC | 0.00% | Reduce -76.2% | 379 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 373 | $22K |
| Hilltop National Bank | 0.01% | No change | 364 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 363 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 341 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 337 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 337 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +67.2% | 321 | $19K |
| Private Wealth Management Group, LLC | 0.01% | No change | 300 | $18K |
| MAI Capital Management | 0.00% | New | 291 | $17K |
| Atala Financial Inc | 0.01% | — | 283 | $17K |
| Zions Bancorporation, N.A. | 0.00% | No change | 265 | $16K |
| Pittenger & Anderson Inc. | 0.00% | No change | 262 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -14.3% | 239 | $14K |
| Park Place Capital Corp | 0.00% | No change | 235 | $14K |
| Intelligent Financial Strategies | 0.01% | No change | 231 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 223 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +25.3% | 223 | $13K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 217 | $13K |
| Bokf, NA | 0.00% | No change | 221 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 204 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 199 | $12K |
| St Germain D J Co. Inc. | 0.00% | No change | 199 | $12K |
| Global Financial Private Client, LLC | 0.00% | Add +8.7% | 187 | $11K |
| Pineridge Advisors LLC | 0.00% | New | 183 | $11K |
| REAP Financial Group, LLC | 0.00% | Reduce -3.2% | 181 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 163 | $10K |
| Accredited Wealth Management, LLC | 0.01% | — | 160 | $9K |
| Global Wealth Strategies & Associates | 0.00% | No change | 160 | $9K |
| SouthState Bank Corp | 0.00% | New | 147 | $9K |
| Oarsman Capital, Inc. | 0.00% | Add +10.1% | 131 | $8K |
| West Paces Advisors Inc. | 0.00% | No change | 123 | $7K |
| ESL Trust Services, LLC | 0.00% | No change | 114 | $7K |
| DT Investment Partners, LLC | 0.00% | No change | 112 | $7K |
| Archer Investment Corp | 0.00% | No change | 109 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 108 | $6K |
| Key Financial Inc | 0.00% | Add +457.9% | 106 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -20.0% | 100 | $6K |
| Caitlin John, LLC | 0.00% | Reduce -34.7% | 96 | $6K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 93 | $5K |
| MV Capital Management, Inc. | 0.00% | Add +2.4% | 84 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Add +125.0% | 81 | $5K |
| Kestra Investment Management, LLC | 0.00% | New | 79 | $5K |
| MCF Advisors LLC | 0.00% | No change | 78 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | Add +26.4% | 67 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +26.4% | 67 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 76 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 66 | $4K |
| Innovative Advisory Group, LLC | 0.00% | — | 60 | $4K |
| Family CFO Inc | 0.00% | New | 60 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 55 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 54 | $3K |
| First PREMIER Bank | 0.00% | No change | 43 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 51 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.2% | 48 | $3K |
| Sachetta, LLC | 0.00% | No change | 46 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +59.3% | 43 | $3K |
| Avion Wealth | 0.00% | Add +92.0% | 48 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 26 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -74.5% | 24 | $1K |
| Menard Financial Group LLC | 0.00% | New | 24 | $1K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 24 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 24 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 24 | $1K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 21 | $1K |
| New Millennium Group LLC | 0.00% | New | 21 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 18 | $1K |
| BankPlus Trust Department | 0.00% | — | 13 | $761 |
| Concord Wealth Partners | 0.00% | No change | 11 | $644 |
| Cornerstone Planning Group LLC | 0.00% | Add +66.7% | 10 | $592 |
| WealthTrak Capital Management LLC | 0.00% | — | 10 | $586 |
| Principia Wealth Advisory, LLC | 0.00% | — | 9 | $527 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 9 | $527 |
| Aventura Private Wealth, LLC | 0.00% | — | 9 | $527 |
| Transce3nd, LLC | 0.00% | — | 9 | $527 |
| WR Wealth Planners, LLC | 0.00% | No change | 9 | $527 |
| Wolff Wiese Magana LLC | 0.00% | No change | 7 | $410 |
| Sittner & Nelson, LLC | 0.00% | New | 7 | $410 |
| Winnacle Wealth LLC | 0.00% | — | 7 | $371 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $352 |
| Old Second National Bank of Aurora | 0.00% | New | 6 | $351 |
| Country Trust Bank | 0.00% | No change | 6 | $351 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $292 |
| NewSquare Capital LLC | 0.00% | New | 4 | $234 |
| WestEnd Advisors, LLC | 0.00% | Add +50.0% | 3 | $176 |
| HHM Wealth Advisors, LLC | 0.00% | New | 3 | $176 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $60 |
| Y.D. More Investments Ltd | 0.00% | Add +118.1% | 373 | $60 |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.