WR BerkleyWRB
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 916 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 40 from Q4 2024. 111 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($1.7B) and Morgan Stanley ($1.1B). 11 famous investors held it, including Bruce Berkowitz (1.5% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.1% 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 (Q1 2025)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $68.4M |
| Exits | 70 | $61.0M |
All 13F filers, Q4 2024 → Q1 2025: 19,206,689 shares bought and 16,249,840 shares sold, net +2,956,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 916 holders
| Vanguard Group Inc. | 0.05% | Reduce -0.3% | 36,336,103 | $2.6B |
| BlackRock, Inc. | 0.04% | Reduce -0.8% | 24,159,566 | $1.7B |
| Morgan Stanley | 0.08% | Reduce -14.0% | 15,792,321 | $1.1B |
| State Street Corp. | 0.04% | Reduce -0.7% | 15,000,772 | $1.1B |
| Kayne Anderson Rudnick Investment Management LLC | 2.05% | Add +0.6% | 11,787,639 | $838.8M |
| Janus Henderson Group PLC | 0.34% | Reduce -12.7% | 8,688,048 | $619.2M |
| Geode Capital Management, LLC | 0.04% | Add +2.7% | 7,900,076 | $560.4M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.6% | 6,696,361 | $476.5M |
| Principal Financial Group Inc. | 0.20% | Add +21.8% | 5,022,039 | $357.4M |
| Norges Bank | 0.05% | Add +2.1% | 4,757,622 | $338.6M |
| First Trust Advisors LP | 0.28% | Add +499.3% | 4,470,639 | $318.1M |
| Invesco Ltd. | 0.06% | Reduce -8.6% | 4,163,337 | $296.3M |
| Wells Fargo & Company | 0.07% | Add +43.1% | 4,107,672 | $292.3M |
| Bank of America Corp. | 0.02% | Add +18.1% | 3,483,776 | $247.9M |
| Northern Trust Corp. | 0.03% | Reduce -1.3% | 3,237,363 | $230.4M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.2% | 3,050,425 | $217.1M |
| Polar Capital Holdings Plc | 1.28% | No change | 2,925,000 | $208.1M |
| Manufacturers Life Insurance Company, The | 0.19% | Reduce -42.9% | 2,735,341 | $194.6M |
| 1832 Asset Management L.P. | 0.37% | Reduce -5.0% | 2,691,143 | $191.5M |
| Royal London Asset Management Ltd. | 0.44% | Add +993.4% | 2,617,567 | $186.3M |
| UBS Group AG | 0.04% | Add +53.1% | 2,609,670 | $185.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +2.1% | 2,539,691 | $180.7M |
| Legal & General Group Plc | 0.04% | Add +0.2% | 1,918,351 | $136.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.9% | 1,871,917 | $133.2M |
| Madison Asset Management, LLC | 1.46% | Add +9.5% | 1,842,275 | $131.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,822,617 | $129.7M |
| Royal Bank of Canada | 0.03% | Reduce -5.9% | 1,668,434 | $118.7M |
| Chilton Investment Co. Inc. | 2.81% | Add +2.5% | 1,617,193 | $115.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.2% | 1,542,941 | $109.8M |
| AQR Capital Management | 0.11% | Add +18.5% | 1,542,249 | $109.7M |
| Truist Financial Corp. | 0.17% | Add +3.8% | 1,525,169 | $108.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.2% | 1,522,744 | $108.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.5% | 1,479,808 | $105.3M |
| EULAV Asset Management | 2.50% | No change | 1,420,464 | $101.1M |
| California Public Employees Retirement System | 0.07% | Reduce -4.8% | 1,367,208 | $97.3M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +68.0% | 1,364,946 | $97.1M |
| Confluence Investment Management LLC | 1.33% | Reduce -2.5% | 1,302,855 | $92.7M |
| HSBC Holdings PLC | 0.06% | Reduce -10.9% | 1,266,106 | $90.0M |
| Anchor Capital Advisors LLC | 2.62% | Reduce -4.7% | 1,235,004 | $87.9M |
| Barclays PLC | 0.04% | Add +13.2% | 1,215,734 | $86.5M |
| Amundi | 0.03% | Reduce -21.6% | 1,158,468 | $81.4M |
| Dundas Partners LLP | 5.89% | No change | 1,123,310 | $79.9M |
| Brandes Investment Partners, LP | 0.79% | Reduce -0.8% | 1,094,611 | $77.9M |
| Deutsche Bank AG | 0.03% | Reduce -1.4% | 1,081,631 | $77.0M |
| Maren Capital LLC | 5.12% | Add +4.9% | 1,054,420 | $75.0M |
| Victory Capital Management Inc. | 0.07% | Add +8.7% | 994,319 | $70.8M |
| Natixis Advisors, LLC | 0.13% | Add +17.1% | 979,280 | $69.7M |
| Captrust Financial Advisors | 0.17% | Add +2163.6% | 978,973 | $69.7M |
| Parnassus Investments, LLC | 0.17% | Reduce -7.8% | 978,174 | $69.6M |
| Stifel Financial Corp. | 0.07% | Add +0.8% | 897,083 | $63.8M |
| Swiss National Bank | 0.04% | Reduce -0.0% | 859,762 | $61.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.16% | Add +3.8% | 847,175 | $60.3M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Add +60.1% | 826,616 | $58.8M |
| Coho Partners, Ltd. | 3.47% | Reduce -28.4% | 807,778 | $57.5M |
| Woodline Partners LP | 0.36% | Add +4198.9% | 777,201 | $55.3M |
| Danske Bank A/S | 0.17% | Add +84.2% | 776,954 | $55.3M |
| BloombergSen Inc. | 4.61% | Reduce -1.7% | 749,258 | $53.3M |
| Cornerstone Investment Partners, LLC | 2.56% | Add +7314.0% | 744,516 | $53.0M |
| Marshall Wace, LLP | 0.07% | Add +571.5% | 743,640 | $52.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.7% | 732,760 | $52.1M |
| BNP Paribas Financial Markets | 0.04% | Add +15.8% | 727,994 | $51.8M |
| Rhumbline Advisers | 0.04% | Add +11.7% | 653,336 | $46.5M |
| American Century Companies Inc. | 0.03% | Reduce -6.5% | 636,698 | $45.3M |
| Mraz, Amerine & Associates, Inc. | 7.76% | Reduce -1.1% | 633,652 | $45.2M |
| Nuveen, LLC | 0.01% | — | 621,273 | $44.2M |
| TD Asset Management Inc | 0.04% | Reduce -2.5% | 596,568 | $42.5M |
| National Pension Service | 0.04% | Add +2.5% | 572,671 | $40.8M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.66% | No change | 543,015 | $38.6M |
| Russell Investments Group, Ltd. | 0.05% | Add +13.4% | 534,465 | $38.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +13.5% | 533,190 | $37.9M |
| APG Asset Management N.V. | 0.12% | Reduce -16.4% | 566,295 | $37.3M |
| Schroder Investment Management Group | 0.04% | Add +12.9% | 496,980 | $35.4M |
| Citigroup Inc. | 0.03% | Add +80.8% | 489,090 | $34.8M |
| Teacher Retirement System of Texas | 0.13% | Reduce -37.0% | 448,237 | $31.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.9% | 440,125 | $31.3M |
| Stansberry Asset Management, LLC | 3.80% | Add +3.2% | 426,139 | $30.3M |
| California State Teachers Retirement System | 0.04% | Add +3.2% | 426,125 | $30.3M |
| Public Employees Retirement Association of Colorado | 0.13% | No change | 424,591 | $30.2M |
| America First Investment Advisors, LLC | 6.20% | Add +0.5% | 413,318 | $29.4M |
| Wallington Asset Management, LLC | 4.13% | Add +0.8% | 402,773 | $28.7M |
| Cerity Partners LLC | 0.06% | Add +13.5% | 387,141 | $27.5M |
| Alliancebernstein L.P. | 0.01% | Add +0.7% | 359,895 | $25.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -2.4% | 355,303 | $25.3M |
| LPL Financial LLC | 0.01% | Add +4.9% | 351,888 | $25.0M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -26.0% | 337,625 | $24.0M |
| Renaissance Technologies | 0.04% | Add +157.3% | 334,647 | $23.8M |
| CHURCHILL MANAGEMENT Corp | 0.30% | Reduce -0.4% | 333,988 | $23.8M |
| National Bank of Canada | 0.03% | Reduce -18.4% | 326,120 | $23.2M |
| Cwm, LLC | 0.09% | Reduce -1.7% | 321,868 | $22.9M |
| Qube Research & Technologies Ltd | 0.04% | Add +60.8% | 321,220 | $22.9M |
| Zacks Investment Management | 0.21% | Add +3.4% | 318,842 | $22.7M |
| PhiloSmith Capital Corp | 5.68% | No change | 290,381 | $20.7M |
| Bank of Montreal | 0.01% | Reduce -19.4% | 279,234 | $19.9M |
| Pictet Asset Management Holding SA | 0.02% | Add +2.7% | 274,307 | $19.5M |
| Stephens Inc. | 0.28% | Reduce -4.2% | 268,695 | $19.1M |
| Sei Investments Co. | 0.02% | Add +0.6% | 264,317 | $18.8M |
| Royce & Associates LP | 0.20% | No change | 262,082 | $18.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -3.5% | 261,747 | $18.6M |
| Fairholme Capital Management | 1.53% | No change | 261,450 | $18.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +4.6% | 259,539 | $18.5M |
| Barlow Wealth Partners, LLC | 2.40% | Add +1.5% | 259,058 | $18.3M |
| New York State Teachers Retirement System | 0.04% | Add +0.3% | 254,931 | $18.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +3.2% | 247,919 | $17.6M |
| Gilder Gagnon Howe & Co. LLC | 0.23% | Reduce -0.1% | 244,678 | $17.4M |
| Hutchinson Capital Management | 3.27% | Reduce -1.3% | 241,214 | $17.2M |
| Townsend & Associates, Inc | 1.76% | Reduce -13.5% | 250,801 | $16.9M |
| NatWest Group plc | 4.88% | Add +131.8% | 232,393 | $16.5M |
| Brandywine Global Investment Management, LLC | 0.12% | Add +12.7% | 229,989 | $16.4M |
| Worldquant Millennium Advisors LLC | 0.10% | Add +6.5% | 227,804 | $16.2M |
| Speece Thorson Capital Group Inc. | 3.30% | Reduce -1.6% | 225,151 | $16.0M |
| Isthmus Partners, LLC | 2.00% | Reduce -0.8% | 224,405 | $16.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -4.5% | 220,827 | $15.7M |
| Torray Investment Partners LLC | 2.33% | Reduce -9.7% | 220,089 | $15.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.9% | 219,116 | $15.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -1.3% | 207,612 | $14.8M |
| Pinebridge Investments, L.P. | 0.12% | Add +127.7% | 203,340 | $14.5M |
| Vestmark Advisory Solutions, Inc. | 0.35% | Add +101.3% | 191,538 | $13.6M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +0.1% | 189,144 | $13.5M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -8.2% | 189,034 | $13.5M |
| Andra AP-fonden | 0.22% | Reduce -3.7% | 186,900 | $13.3M |
| Tudor Investment Corporation | 0.12% | Reduce -52.9% | 184,309 | $13.1M |
| Heartland Advisors Inc. | 0.75% | Reduce -24.2% | 183,590 | $13.1M |
| GHP Investment Advisors, Inc. | 0.62% | Add +1.8% | 182,633 | $13.0M |
| Aberdeen Group plc | 0.03% | Add +114.9% | 183,362 | $13.0M |
| Nisa Investment Advisors, LLC | 0.06% | Add +0.2% | 180,534 | $12.8M |
| Macquarie Group Ltd. | 0.02% | Add +335.2% | 177,774 | $12.7M |
| Susquehanna Fundamental Investments, LLC | 0.21% | Reduce -30.2% | 175,069 | $12.5M |
| Corient Private Wealth LP | 0.02% | Reduce -15.6% | 172,989 | $12.3M |
| Prudential Financial Inc. | 0.02% | Add +2.3% | 164,419 | $11.7M |
| Korea Investment CORP | 0.03% | Reduce -22.6% | 163,381 | $11.6M |
| Allianz Asset Management GmbH | 0.02% | Reduce -55.1% | 163,101 | $11.6M |
| Trexquant Investment LP | 0.13% | Add +63.0% | 161,210 | $11.5M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -0.3% | 157,468 | $11.2M |
| Toronto Dominion Bank | 0.03% | Reduce -2.9% | 156,800 | $11.2M |
| New York State Common Retirement Fund | 0.02% | Reduce -61.3% | 155,813 | $11.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.13% | Add +6.2% | 155,693 | $11.1M |
| Frontier Capital Management Co. LLC | 0.12% | Reduce -3.0% | 150,232 | $10.7M |
| Millennium Management | 0.01% | Reduce -83.5% | 149,817 | $10.7M |
| Man Group plc | 0.03% | Reduce -1.4% | 149,548 | $10.6M |
| FMR LLC | 0.00% | Add +11.7% | 149,088 | $10.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 146,974 | $10.6M |
| Gabelli Funds LLC | 0.08% | Reduce -5.9% | 148,472 | $10.6M |
| Los Angeles Capital Management LLC | 0.05% | Reduce -2.7% | 147,590 | $10.5M |
| Intech Investment Management LLC | 0.11% | Reduce -34.6% | 144,852 | $10.3M |
| QRG Capital Management, Inc. | 0.10% | Add +2.7% | 141,376 | $10.1M |
| Quantinno Capital Management LP | 0.07% | Add +77.5% | 141,304 | $10.1M |
| Assetmark, Inc. | 0.03% | Add +39.6% | 137,668 | $9.8M |
| Asset Management One Co., Ltd. | 0.03% | Add +5.3% | 136,953 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 136,739 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +10.4% | 136,484 | $9.7M |
| Resona Asset Management Co.,Ltd. | 0.06% | Add +2.9% | 135,715 | $9.7M |
| Credit Agricole S A | 0.04% | Add +26.8% | 134,951 | $9.6M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -31.8% | 134,466 | $9.6M |
| Storebrand Asset Management As | 0.03% | Reduce -2.2% | 133,277 | $9.5M |
| Manning & Napier Advisors LLC | 0.12% | Reduce -7.3% | 132,282 | $9.4M |
| Benjamin Edwards Inc. | 0.13% | Reduce -5.1% | 131,604 | $9.4M |
| Corbyn Investment Management Inc. | 4.36% | Add +0.9% | 131,377 | $9.3M |
| Means Investment Co., Inc. | 0.96% | No change | 126,461 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +1.8% | 126,392 | $9.0M |
| Eagle Capital Management LLC | 0.03% | No change | 123,547 | $8.8M |
| Forte Capital LLC | 1.04% | Add +0.8% | 123,268 | $8.8M |
| Wellington Management Group LLP | 0.00% | Reduce -76.5% | 121,840 | $8.7M |
| Swiss Life Asset Management Ltd | 0.06% | Add +6.0% | 117,999 | $8.4M |
| Franklin Resources Inc. | 0.00% | Add +181.2% | 117,039 | $8.3M |
| Burney Co./ | 0.30% | Reduce -0.5% | 116,151 | $8.3M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -7.5% | 112,550 | $8.0M |
| Alaska Permanent Fund Corp | 0.11% | No change | 111,446 | $8.0M |
| Erste Asset Management GmbH | 0.10% | Reduce -13.1% | 112,394 | $7.9M |
| Capital Fund Management S.A. | 0.10% | Reduce -13.2% | 111,060 | $7.9M |
| Financial Strategies Group, Inc. | 1.83% | Reduce -5.1% | 113,263 | $7.7M |
| KBC Group NV | 0.02% | Add +2.1% | 107,746 | $7.7M |
| Gateway Investment Advisers LLC | 0.09% | Add +0.0% | 107,060 | $7.6M |
| KLP Kapitalforvaltning As | 0.04% | No change | 104,879 | $7.5M |
| Daiichi Life Insurance Co., Ltd. | 0.22% | Reduce -2.2% | 104,664 | $7.4M |
| Mariner, LLC | 0.01% | Add +3.2% | 104,273 | $7.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -4.4% | 103,992 | $7.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -1.7% | 100,552 | $7.2M |
| 7G Capital Management, LLC | 6.04% | New | 99,064 | $7.0M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -7.3% | 98,435 | $7.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -9.4% | 98,268 | $7.0M |
| Atria Investments, Inc | 0.09% | Add +3.8% | 96,881 | $6.9M |
| NewEdge Wealth, LLC | 0.12% | Add +0.9% | 96,874 | $6.9M |
| Handelsbanken Fonder AB | 0.03% | Add +2.5% | 96,250 | $6.8M |
| Henshaw Capital LLC | 0.30% | Reduce -16.8% | 95,335 | $6.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -4.4% | 94,501 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +138.5% | 93,979 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -10.1% | 93,456 | $6.7M |
| Canada Pension Plan Investment Board | 0.01% | No change | 93,000 | $6.6M |
| Voya Investment Management LLC | 0.01% | Reduce -29.7% | 92,990 | $6.6M |
| GAMCO Investors | 0.07% | Reduce -4.7% | 92,754 | $6.6M |
| AXA S.A. | 0.02% | Add +13.0% | 91,670 | $6.5M |
| Arizona State Retirement System | 0.04% | Reduce -0.3% | 88,160 | $6.3M |
| Montag A & Associates Inc. | 0.31% | Reduce -0.4% | 87,705 | $6.2M |
| Edgestream Partners, L.P. | 0.21% | New | 86,664 | $6.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -2.0% | 85,897 | $6.1M |
| Butensky & Cohen Financial Security, Inc. | 1.86% | Reduce -1.3% | 85,233 | $6.1M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.3% | 84,991 | $6.0M |
| Nordea Investment Management AB | 0.01% | Add +228.5% | 82,446 | $5.9M |
| Annandale Capital, LLC | 1.10% | No change | 82,279 | $5.9M |
| PGGM Investments | 0.08% | No change | 82,195 | $5.8M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -56.4% | 82,084 | $5.8M |
| State of Michigan Retirement System | 0.03% | Reduce -0.4% | 81,419 | $5.8M |
| Otter Creek Advisors, LLC | 3.99% | Reduce -7.8% | 80,356 | $5.7M |
| Creative Planning | 0.01% | Add +5.3% | 80,345 | $5.7M |
| Public Sector Pension Investment Board | 0.02% | Add +2.7% | 80,244 | $5.7M |
| Comerica Bank | 0.02% | Reduce -16.6% | 79,796 | $5.7M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.1% | 77,866 | $5.5M |
| ProShare Advisors LLC | 0.01% | Add +1.6% | 76,829 | $5.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +22.5% | 76,635 | $5.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 75,203 | $5.4M |
| Citadel Advisors | 0.01% | Reduce -79.7% | 74,456 | $5.3M |
| Mattern Capital Management, LLC | 0.67% | New | 73,590 | $5.2M |
| Baxter Bros Inc. | 0.69% | Add +21.5% | 73,458 | $5.2M |
| Tobam | 2.18% | Add +2.5% | 71,641 | $5.1M |
| Corebridge Financial, Inc. | 0.03% | Reduce -3.7% | 71,267 | $5.1M |
| Verdence Capital Advisors LLC | 0.38% | New | 70,695 | $5.0M |
| Mackenzie Financial Corp. | 0.01% | Add +7.2% | 69,265 | $4.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.04% | — | 69,200 | $4.9M |
| Czech National Bank | 0.04% | Add +5.6% | 68,919 | $4.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +0.8% | 68,889 | $4.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +7.3% | 68,664 | $4.9M |
| Forsta Ap-Fonden | 0.04% | Add +9.2% | 66,550 | $4.7M |
| Independent Advisor Alliance | 0.15% | Add +0.3% | 65,306 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +20.1% | 65,004 | $4.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.0% | 64,522 | $4.6M |
| Focus Partners Wealth | 0.01% | Reduce -12.5% | 64,189 | $4.6M |
| Capstone Investment Advisors, LLC | 0.05% | Reduce -10.0% | 63,780 | $4.5M |
| Markel Group | 0.04% | No change | 60,750 | $4.3M |
| Advisory Services Network, LLC | 0.08% | Add +1.3% | 60,652 | $4.3M |
| State of Alaska, Department of Revenue | 0.05% | Add +1.4% | 60,673 | $4.3M |
| DNB Asset Management AS | 0.02% | Reduce -0.7% | 60,144 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -5.3% | 59,405 | $4.2M |
| Amalgamated Bank | 0.04% | Add +0.0% | 59,262 | $4.2M |
| Daiwa Securities Group Inc. | 0.02% | Add +0.2% | 59,149 | $4.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +0.0% | 58,297 | $4.1M |
| Asset Management Group, Inc. | 0.76% | Reduce -11.0% | 57,479 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 56,420 | $4.0M |
| Dean Investment Associates, LLC | 0.59% | Add +4.0% | 56,101 | $4.0M |
| KLCM Advisors, Inc. | 0.45% | No change | 54,523 | $3.9M |
| Elevate Capital Advisors, LLC | 3.52% | Reduce -4.6% | 53,547 | $3.8M |
| Griffin Asset Management, Inc. | 0.46% | No change | 53,218 | $3.8M |
| Ameritas Investment Partners, Inc. | 0.13% | Add +3.9% | 52,569 | $3.7M |
| Intrepid Capital Management Inc. | 2.25% | Add +1.8% | 52,324 | $3.7M |
| Agf Management Ltd. | 0.02% | Add +4.4% | 52,252 | $3.7M |
| IFM Investors Pty Ltd | 0.04% | Reduce -3.3% | 51,712 | $3.7M |
| Illumine Investment Management, LLC | 3.01% | Add +0.4% | 51,697 | $3.7M |
| &partners | 0.04% | Add +8.1% | 51,436 | $3.7M |
| Campbell & CO Investment Adviser LLC | 0.28% | Add +123.5% | 51,453 | $3.7M |
| CHB Investment Group, LLC | 1.91% | Add +0.3% | 50,557 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +24.6% | 49,877 | $3.5M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.6% | 49,679 | $3.5M |
| Alamar Capital Management, LLC | 2.09% | Reduce -4.3% | 49,346 | $3.5M |
| Prudential PLC | 0.02% | Reduce -12.6% | 49,297 | $3.5M |
| Townsquare Capital LLC | 0.04% | Add +8.8% | 49,179 | $3.5M |
| Sciencast Management LP | 0.81% | New | 49,090 | $3.5M |
| Gotham Asset Management | 0.03% | Add +255.7% | 49,087 | $3.5M |
| Utah Retirement Systems | 0.04% | No change | 48,601 | $3.5M |
| Walleye Trading LLC | 0.10% | Add +1366.5% | 48,205 | $3.4M |
| Tredje AP-fonden | 0.03% | No change | 48,165 | $3.4M |
| Godshalk Welsh Capital Management, Inc. | 2.23% | Reduce -1.1% | 47,909 | $3.4M |
| Sound View Wealth Advisors Group, LLC | 0.28% | Reduce -1.3% | 47,269 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +13.3% | 47,243 | $3.4M |
| Sepio Capital, LP | 0.27% | Reduce -1.4% | 47,220 | $3.4M |
| Panagora Asset Management Inc. | 0.02% | Reduce -3.8% | 46,312 | $3.3M |
| Belpointe Asset Management LLC | 0.17% | Reduce -0.3% | 46,308 | $3.3M |
| New Vernon Investment Management LLC | 4.39% | Add +249.2% | 46,103 | $3.3M |
| Ieq Capital, LLC | 0.03% | Add +56.4% | 44,757 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Add +86.2% | 44,725 | $3.2M |
| Vest Financial, LLC | 0.05% | New | 44,184 | $3.1M |
| Fairman Group, LLC | 2.85% | No change | 53,087 | $3.1M |
| USS Investment Management Ltd | 0.02% | No change | 43,414 | $3.1M |
| Caldwell Trust Co | 0.33% | No change | 43,161 | $3.1M |
| Xponance LLC | 0.03% | Add +2.1% | 43,029 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 42,948 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.2% | 41,659 | $3.0M |
| Vident Advisory, LLC | 0.04% | Add +179.2% | 41,552 | $3.0M |
| Patton Fund Management, Inc. | 0.71% | Reduce -22.9% | 41,130 | $2.9M |
| TD Private Client Wealth LLC | 0.08% | Reduce -5.4% | 41,117 | $2.9M |
| Tealwood Asset Management Inc. | 1.35% | Reduce -0.3% | 40,935 | $2.9M |
| Brevan Howard Capital Management LP | 0.08% | Add +75.8% | 40,845 | $2.9M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.6% | 40,152 | $2.9M |
| Bank of Nova Scotia | 0.01% | Reduce -81.9% | 39,295 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.8% | 39,116 | $2.8M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -1.0% | 38,494 | $2.7M |
| Aurdan Capital Management, LLC | 1.03% | Reduce -36.4% | 38,401 | $2.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -5.7% | 41,383 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Add +1.0% | 37,913 | $2.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.3% | 37,646 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -50.9% | 37,336 | $2.7M |
| Hilltop Holdings Inc. | 0.17% | Reduce -1.5% | 37,188 | $2.6M |
| Agate Pass Investment Management, LLC | 1.13% | Reduce -2.9% | 37,143 | $2.6M |
| Cibc World Markets Corp. | 0.02% | Reduce -23.6% | 36,426 | $2.6M |
| Cibc World Market Inc. | 0.01% | Reduce -12.4% | 36,327 | $2.6M |
| LRT Capital Management, LLC | 1.76% | Add +31.2% | 36,023 | $2.6M |
| Ostrum Asset Management | 0.13% | Reduce -16.6% | 35,158 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.2% | 34,919 | $2.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +2.0% | 34,693 | $2.5M |
| Eagle Rock Investment Company, LLC | 0.42% | New | 34,193 | $2.4M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 34,099 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +9.7% | 33,990 | $2.4M |
| STRS Ohio | 0.01% | Reduce -20.3% | 33,531 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +21.7% | 33,221 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -35.5% | 33,231 | $2.4M |
| Willow Creek Wealth Management Inc. | 0.23% | No change | 32,892 | $2.3M |
| Ethic Inc. | 0.05% | Reduce -3.4% | 33,148 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +8.5% | 32,490 | $2.3M |
| Two Sigma Investments, LP | 0.01% | Add +12.1% | 32,426 | $2.3M |
| Insight Inv LLC | 1.56% | Add +0.9% | 31,962 | $2.3M |
| Interval Partners, LP | 0.08% | Reduce -63.3% | 31,908 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +4.0% | 31,882 | $2.3M |
| OP Asset Management Ltd | 0.04% | — | 31,874 | $2.3M |
| Scotia Capital Inc. | 0.01% | Reduce -0.6% | 31,555 | $2.2M |
| Mount Lucas Management LP | 1.05% | Add +100.8% | 31,497 | $2.2M |
| Leavell Investment Management, Inc. | 0.11% | Add +0.3% | 31,432 | $2.2M |
| Resources Management Corp. /CT/ | 0.31% | Add +4.6% | 30,502 | $2.2M |
| Dean Capital Management | 0.94% | Add +2.4% | 30,437 | $2.2M |
| Brighton Jones LLC | 0.07% | Reduce -40.4% | 30,078 | $2.1M |
| Tribune Investment Group LP | 1.22% | New | 30,000 | $2.1M |
| Unigestion Holding SA | 0.12% | Add +113.7% | 29,656 | $2.1M |
| SeaBridge Investment Advisors LLC | 0.46% | Add +9.5% | 29,615 | $2.1M |
| Applied Capital LLC | 1.68% | Reduce -0.1% | 29,385 | $2.1M |
| Verition Fund Management LLC | 0.01% | Reduce -19.2% | 29,053 | $2.1M |
| Natixis | 0.01% | Reduce -83.5% | 28,662 | $2.0M |
| Elm3 Financial Group, LLC | 1.77% | Reduce -15.3% | 28,362 | $2.0M |
| Science & Technology Partners, L.P. | 0.80% | New | 28,267 | $2.0M |
| iA Global Asset Management Inc. | 0.03% | Add +33.0% | 27,638 | $2.0M |
| Rakuten Investment Management, Inc. | 0.01% | — | 27,571 | $2.0M |
| Achmea Investment Management B.V. | 0.03% | No change | 27,546 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.9% | 26,971 | $1.9M |
| Lombard Odier Asset Management (Switzerland) SA | 0.11% | Add +35.3% | 26,490 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -75.0% | 26,435 | $1.9M |
| Lighthouse Investment Partners, LLC | 0.09% | New | 26,301 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.1% | 25,790 | $1.8M |
| Tidal Investments LLC | 0.02% | Reduce -6.9% | 25,194 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -2.0% | 24,913 | $1.8M |
| Sierra Legacy Group | 1.62% | Add +2.1% | 24,910 | $1.8M |
| Grace & White Inc. | 0.34% | No change | 24,869 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -61.3% | 24,644 | $1.8M |
| Avanza Fonder AB | 0.06% | Reduce -3.6% | 25,101 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.6% | 24,494 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +7.0% | 24,320 | $1.7M |
| Parsons Capital Management Inc. | 0.09% | Add +4.3% | 24,251 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.1% | 24,160 | $1.7M |
| Elgethun Capital Management | 0.38% | Add +0.0% | 24,064 | $1.7M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.7% | 24,041 | $1.7M |
| JT Stratford LLC | 0.30% | Reduce -7.8% | 23,991 | $1.7M |
| Personal Cfo Solutions, LLC | 0.35% | Add +0.1% | 23,972 | $1.7M |
| Virtus Investment Advisers, LLC | 0.47% | New | 23,944 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.6% | 23,915 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.3% | 23,484 | $1.7M |
| Bessemer Group Inc. | 0.00% | Reduce -71.0% | 23,437 | $1.7M |
| Citizens National Bank Trust Department | 0.35% | Reduce -23.0% | 23,311 | $1.7M |
| Manchester Financial Inc. | 0.37% | Reduce -26.4% | 23,286 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +32.7% | 23,253 | $1.7M |
| Bleakley Financial Group, LLC | 0.05% | Add +0.7% | 23,237 | $1.7M |
| DF Dent & Co. Inc. | 0.02% | No change | 23,101 | $1.6M |
| Aristides Capital LLC | 0.61% | New | 23,000 | $1.6M |
| Railway Pension Investments Ltd | 0.02% | No change | 22,950 | $1.6M |
| iSAM Funds (UK) Ltd | 0.80% | Add +332.9% | 22,859 | $1.6M |
| Delphi Management Inc. | 1.62% | Reduce -17.3% | 22,378 | $1.6M |
| Pullen Investment Management, LLC | 0.99% | Reduce -3.7% | 22,100 | $1.6M |
| Diversify Wealth Management, LLC | 0.12% | Add +11.8% | 21,741 | $1.5M |
| Pensionfund Sabic | 0.46% | Reduce -8.4% | 21,750 | $1.5M |
| Argent Trust Co | 0.06% | Add +455.8% | 21,566 | $1.5M |
| W1M Investment Management Ltd | 0.02% | No change | 21,525 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -18.9% | 21,472 | $1.5M |
| Aurora Investment Counsel | 0.84% | Reduce -35.3% | 21,347 | $1.5M |
| Ossiam | 0.02% | Reduce -10.8% | 21,218 | $1.5M |
| Mitchell & Pahl Private Wealth, LLC | 0.70% | Reduce -1.9% | 21,174 | $1.5M |
| Procyon Advisors, LLC | 0.09% | Add +11.3% | 20,783 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.21% | Add +5.0% | 20,727 | $1.5M |
| Sage Capital Advisors,llc | 0.39% | Add +175.7% | 20,677 | $1.5M |
| Boston Partners | 0.00% | Add +63.0% | 20,516 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +15.8% | 20,396 | $1.5M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -90.6% | 20,281 | $1.4M |
| Kentucky Retirement Systems | 0.04% | Reduce -2.9% | 20,059 | $1.4M |
| Investment Planning Advisors, Inc. | 0.58% | Reduce -0.1% | 20,007 | $1.4M |
| NEOS Investment Management LLC | 0.03% | Add +23.2% | 19,985 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.7% | 19,935 | $1.4M |
| Towne Trust Company, N.A | 0.49% | Add +15.7% | 19,735 | $1.4M |
| Skba Capital Management LLC | 0.21% | Add +109.1% | 19,501 | $1.4M |
| Quantbot Technologies LP | 0.04% | Add +120.1% | 19,399 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -25.4% | 19,324 | $1.4M |
| Greenline Partners, LLC | 0.20% | New | 19,319 | $1.4M |
| US Bancorp \de | 0.00% | Add +4.4% | 19,131 | $1.4M |
| Stegent Equity Advisors, Inc. | 1.37% | Reduce -16.6% | 18,915 | $1.3M |
| Almanack Investment Partners, LLC. | 0.27% | Add +3.3% | 18,902 | $1.3M |
| M&T Bank Corp | 0.00% | Add +7.6% | 18,892 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +0.2% | 18,730 | $1.3M |
| Lecap Asset Management Ltd. | 0.31% | Reduce -36.5% | 18,701 | $1.3M |
| Trust Co. of Vermont | 0.07% | Add +5.7% | 18,671 | $1.3M |
| Ancora Advisors LLC | 0.03% | Add +2.5% | 18,553 | $1.3M |
| Metis Global Partners, LLC | 0.04% | Add +16.7% | 18,532 | $1.3M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.0% | 18,529 | $1.3M |
| Resonant Capital Advisors, LLC | 0.09% | Add +0.5% | 18,376 | $1.3M |
| Pitcairn Co. | 0.08% | Reduce -20.1% | 18,303 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.6% | 18,242 | $1.3M |
| Bayforest Capital Ltd | 0.56% | Add +2129.9% | 18,196 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.9% | 18,181 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -88.0% | 17,967 | $1.3M |
| Paradigm Asset Management Co. LLC | 0.34% | No change | 17,800 | $1.3M |
| Merit Financial Group, LLC | 0.02% | Add +83.2% | 17,532 | $1.2M |
| Picton Mahoney Asset Management | 0.04% | New | 17,518 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.7% | 17,508 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +28.6% | 17,412 | $1.2M |
| HM Payson & Co. | 0.02% | Add +5.1% | 17,390 | $1.2M |
| Invst, LLC | 0.17% | New | 17,330 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +70.8% | 17,197 | $1.2M |
| Aquatic Capital Management LLC | 0.03% | Add +14.0% | 17,046 | $1.2M |
| Twin Capital Management Inc. | 0.14% | Reduce -1.8% | 16,791 | $1.2M |
| Brown, Lisle/Cummings, Inc. | 0.35% | No change | 16,780 | $1.2M |
| Impact Partnership Wealth, LLC | 0.25% | Add +116.5% | 16,706 | $1.2M |
| Fairfield, Bush & Co. | 0.75% | Reduce -5.0% | 16,674 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.7% | 16,490 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.2% | 16,338 | $1.2M |
| Axq Capital, LP | 0.46% | New | 16,272 | $1.2M |
| 111 Capital | 0.22% | Add +212.0% | 16,182 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -4.2% | 16,172 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.6% | 16,100 | $1.1M |
| Empire Financial Management Company, LLC | 0.35% | Add +9.0% | 16,087 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -34.8% | 15,937 | $1.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +1.6% | 15,889 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.1% | 15,834 | $1.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.07% | Reduce -42.4% | 15,759 | $1.1M |
| Norinchukin Bank, The | 0.02% | Add +15.3% | 15,697 | $1.1M |
| AlphaQuest LLC | 0.12% | Reduce -66.1% | 15,677 | $1.1M |
| LVW Advisors, LLC | 0.13% | Reduce -5.5% | 15,656 | $1.1M |
| Williamson Legacy Group, LLC | 1.04% | Add +130.2% | 15,441 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -45.5% | 15,389 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -36.4% | 15,319 | $1.1M |
| Allstate Corp. | 0.03% | Add +47.1% | 15,135 | $1.1M |
| Convergence Investment Partners, LLC | 0.30% | New | 14,995 | $1.1M |
| Vinva Investment Management Ltd | 0.04% | Add +53.0% | 14,953 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +185.0% | 14,908 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +0.3% | 14,907 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Add +2.9% | 14,806 | $1.1M |
| Kornitzer Capital Management Inc. | 0.02% | Add +3.7% | 14,797 | $1.1M |
| Impact Capital Partners LLC | 0.38% | Add +2.9% | 14,772 | $1.1M |
| Praxis Investment Management Inc. | 0.07% | No change | 14,737 | $1.0M |
| Inspire Advisors, LLC | 0.12% | New | 14,719 | $1.0M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | — | 14,017 | $1.0M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -28.0% | 14,158 | $1.0M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.1% | 14,075 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +7.1% | 14,006 | $997K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -0.4% | 13,918 | $990K |
| Net Worth Advisory Group | 0.31% | Add +2.1% | 13,837 | $985K |
| Savant Capital, LLC | 0.01% | Add +3.8% | 13,749 | $978K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -15.6% | 13,734 | $977K |
| Bellevue Asset Management, LLC | 0.52% | Reduce -0.9% | 13,516 | $962K |
| ING Groep NV | 0.01% | Reduce -1.0% | 13,468 | $958K |
| Compass Wealth Management LLC | 0.24% | No change | 13,331 | $949K |
| Hancock Whitney Corp. | 0.03% | Reduce -91.6% | 13,309 | $947K |
| Empirical Asset Management, LLC | 0.32% | Reduce -10.1% | 13,153 | $936K |
| Caprock Group, LLC | 0.03% | Add +41.9% | 13,135 | $935K |
| Caisse Des Depots Et Consignations | 0.04% | No change | 13,103 | $932K |
| Qsemble Capital Management, LP | 0.10% | Reduce -77.3% | 13,060 | $929K |
| Murphy Pohlad Asset Management LLC | 0.39% | No change | 12,991 | $924K |
| Cadent Capital Advisors, LLC | 0.35% | No change | 12,910 | $919K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.5% | 12,855 | $915K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +10.5% | 12,855 | $915K |
| Stevens Capital Management LP | 0.22% | Add +75.0% | 12,657 | $901K |
| Aptus Capital Advisors, LLC | 0.01% | Add +41.2% | 12,532 | $892K |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Add +7.2% | 12,377 | $881K |
| Swedbank AB | 0.00% | Reduce -16.2% | 12,376 | $881K |
| Baader Bank Aktiengesellschaft | 0.09% | Add +0.7% | 12,010 | $853K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -2.9% | 11,929 | $849K |
| UMB Bank, n.a. | 0.01% | Reduce -0.6% | 11,918 | $848K |
| Faithward Advisors, LLC | 0.15% | Reduce -2.6% | 11,889 | $846K |
| Mgo One Seven LLC | 0.03% | Add +7.9% | 11,807 | $840K |
| Cumberland Partners Ltd | 0.06% | Reduce -75.5% | 11,765 | $837K |
| State of Wyoming | 0.11% | Add +87.6% | 11,509 | $819K |
| Bridgewater Associates | 0.00% | New | 11,459 | $815K |
| Foundations Investment Advisors, LLC | 0.01% | Add +164.1% | 11,399 | $811K |
| NCM Capital Management, LLC | 0.36% | No change | 11,259 | $801K |
| Aviva PLC | 0.00% | Reduce -0.4% | 11,167 | $795K |
| Legacy Advisors, LLC | 0.08% | Reduce -6.2% | 11,077 | $788K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.3% | 11,049 | $786K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -35.7% | 10,979 | $781K |
| Everpar Advisors LLC | 0.41% | Reduce -9.1% | 10,818 | $770K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -11.1% | 10,800 | $769K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.7% | 10,729 | $763K |
| Empirical Finance, LLC | 0.04% | Add +4.2% | 10,365 | $738K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +0.3% | 10,354 | $737K |
| Heritage Family Offices, LLP | 0.37% | Add +22.4% | 10,218 | $727K |
| HB Wealth Management, LLC | 0.01% | Add +68.3% | 10,212 | $727K |
| Gifford Fong Associates | 0.18% | No change | 10,125 | $720K |
| Wealth Quarterback LLC | 0.40% | Reduce -2.0% | 10,059 | $716K |
| Commerce Bank | 0.00% | Reduce -3.1% | 10,000 | $712K |
| Keb Asset Management, LLC | 0.20% | Reduce -48.3% | 9,974 | $710K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -10.0% | 9,868 | $702K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 9,845 | $701K |
| Lido Advisors, LLC | 0.00% | Reduce -10.3% | 9,824 | $699K |
| Board of the Pension Protection Fund | 0.80% | New | 9,800 | $697K |
| Claro Advisors Inc. | 0.09% | Reduce -9.9% | 9,794 | $697K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 9,747 | $694K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 9,649 | $687K |
| Eagle Harbor Asset Management Inc. | 0.69% | No change | 9,627 | $685K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 9,549 | $680K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -2.8% | 9,514 | $677K |
| Nomura Holdings Inc. | 0.00% | Reduce -4.3% | 9,488 | $675K |
| Acadian Asset Management LLC | 0.00% | Add +399.0% | 9,506 | $675K |
| GAMMA Investing LLC | 0.05% | Add +23.8% | 9,442 | $672K |
| Weiss Asset Management LP | 0.03% | Reduce -95.4% | 9,426 | $671K |
| King Luther Capital Management Corp. | 0.00% | Reduce -0.5% | 9,426 | $671K |
| Washington Capital Management, Inc. | 0.54% | No change | 9,400 | $669K |
| Teza Capital Management LLC | 0.30% | Add +139.8% | 9,284 | $661K |
| Greenwood Capital Associates LLC | 0.09% | Reduce -0.8% | 9,253 | $658K |
| Boothbay Fund Management, LLC | 0.02% | Add +141.6% | 9,253 | $658K |
| Transatlantique Private Wealth LLC | 0.26% | No change | 9,137 | $650K |
| Citadel Investment Advisory, Inc. | 0.32% | No change | 9,096 | $647K |
| Blair William & Co. | 0.00% | No change | 9,090 | $647K |
| Fifth Third Bancorp | 0.00% | Add +6.8% | 8,957 | $637K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.5% | 8,769 | $624K |
| Tectonic Advisors LLC | 0.04% | Reduce -7.0% | 8,703 | $619K |
| IFC Advisors LLC | 0.13% | Add +0.7% | 8,696 | $619K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.8% | 8,652 | $616K |
| Brown Advisory Inc. | 0.00% | Add +10.8% | 8,637 | $615K |
| Glenmede Trust Co. NA | 0.00% | Reduce -33.9% | 8,602 | $612K |
| Investment Management Corp of Ontario | 0.01% | Add +1.2% | 8,601 | $612K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 8,547 | $608K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | New | 8,544 | $608K |
| Farther Finance Advisors, LLC | 0.02% | Add +132.6% | 8,638 | $607K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 8,438 | $600K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -26.5% | 8,336 | $593K |
| Entropy Technologies, LP | 0.06% | Reduce -76.4% | 8,332 | $593K |
| Wealth Alliance, LLC | 0.07% | Reduce -0.5% | 8,315 | $592K |
| Siemens Fonds Invest GmbH | 0.04% | New | 8,268 | $588K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -7.0% | 8,277 | $588K |
| Ritholtz Wealth Management | 0.02% | Add +7.5% | 8,218 | $585K |
| Fullerton Fund Management Co Ltd. | 0.04% | New | 8,217 | $585K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -29.6% | 8,203 | $584K |
| Fiduciary Alliance LLC | 0.06% | Add +9.9% | 8,163 | $581K |
| Advisor OS, LLC | 0.07% | Reduce -11.1% | 8,135 | $579K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -5.7% | 8,122 | $578K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -30.5% | 8,084 | $575K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -12.9% | 8,073 | $574K |
| Avior Wealth Management, LLC | 0.02% | Add +2.0% | 8,029 | $571K |
| Baird Financial Group, Inc. | 0.00% | Add +1.8% | 7,997 | $569K |
| Wedmont Private Capital | 0.03% | Add +3.0% | 8,278 | $567K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -81.7% | 7,954 | $566K |
| Groupama Asset Managment | 0.01% | New | 7,834 | $558K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 7,733 | $550K |
| IHT Wealth Management, LLC | 0.02% | Add +56.8% | 7,671 | $546K |
| Gibbs Wealth Management | 0.13% | Add +25.1% | 7,594 | $540K |
| Bard Financial Services, Inc. | 0.07% | No change | 7,590 | $540K |
| Wealthspire Advisors, LLC | 0.00% | Add +17.5% | 7,580 | $539K |
| Aurelius Family Office LLC | 0.27% | Reduce -49.9% | 7,519 | $535K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -71.3% | 7,477 | $532K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.0% | 7,439 | $529K |
| Tufton Capital Management | 0.10% | No change | 7,425 | $528K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +15.0% | 7,422 | $528K |
| Adalta Capital Management LLC | 0.28% | Add +610.0% | 7,420 | $528K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -6.8% | 7,383 | $525K |
| Penserra Capital Management LLC | 0.01% | Add +239.5% | 7,276 | $517K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -17.4% | 7,258 | $516K |
| Greenleaf Trust | 0.00% | Reduce -5.7% | 7,205 | $513K |
| Baron Wealth Management LLC | 0.23% | Reduce -2.4% | 7,199 | $512K |
| Magnetar Financial LLC | 0.01% | New | 7,156 | $509K |
| Equitable Holdings, Inc. | 0.00% | Add +6.7% | 7,155 | $509K |
| Forum Financial Management, LP | 0.01% | New | 7,111 | $506K |
| DORVAL Corp | 0.20% | No change | 8,015 | $506K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.7% | 7,054 | $502K |
| Arax Advisory Partners | 0.03% | Add +237.8% | 6,979 | $497K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -38.8% | 6,930 | $493K |
| Callan Family Office, LLC | 0.04% | Reduce -64.8% | 6,898 | $491K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +67.5% | 6,885 | $490K |
| Wealth Advisors of Iowa, LLC | 0.21% | No change | 6,882 | $490K |
| Genesis Private Wealth, LLC | 0.26% | Reduce -14.6% | 6,862 | $488K |
| United Services Automobile Association | 0.01% | New | 6,845 | $488K |
| Keybank National Association | 0.00% | Add +7.8% | 6,818 | $485K |
| Investment Partners Asset Management, Inc. | 0.38% | No change | 6,750 | $480K |
| Crawford Investment Counsel Inc. | 0.01% | New | 6,750 | $480K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +35.3% | 6,720 | $478K |
| Carnegie Investment Counsel | 0.01% | New | 6,670 | $475K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.2% | 6,666 | $474K |
| Global Assets Advisory, LLC | 0.09% | New | 6,968 | $470K |
| Naples Global Advisors, LLC | 0.04% | Reduce -3.7% | 6,588 | $469K |
| Private Trust Co. NA | 0.05% | Reduce -1.4% | 6,470 | $460K |
| Matrix Private Capital Group LLC | 0.27% | Reduce -31.9% | 6,440 | $458K |
| Guggenheim Capital LLC | 0.00% | Reduce -9.7% | 6,413 | $456K |
| Diligent Investors, LLC | 0.11% | Reduce -3.6% | 6,411 | $456K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -3.4% | 6,397 | $455K |
| Axxcess Wealth Management, LLC | 0.01% | Add +3.7% | 6,385 | $454K |
| Carmel Capital Partners, LLC | 0.18% | Add +0.1% | 6,269 | $446K |
| Aigen Investment Management, LP | 0.07% | Reduce -41.4% | 6,243 | $444K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +7.3% | 6,173 | $439K |
| Quadrant Capital Group LLC | 0.02% | Add +83.5% | 6,166 | $439K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +39.1% | 6,143 | $437K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 6,142 | $437K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Reduce -20.7% | 6,116 | $435K |
| Thrive Wealth Management, LLC | 0.08% | Add +14.8% | 6,097 | $434K |
| Mather Group, Llc. | 0.00% | Add +2.5% | 5,929 | $422K |
| Romano Brothers and Company | 0.05% | No change | 5,920 | $421K |
| Portside Wealth Group, LLC | 0.07% | Add +26.8% | 5,885 | $419K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -0.9% | 5,833 | $415K |
| Walleye Capital LLC | 0.01% | Reduce -87.8% | 5,794 | $412K |
| Shell Asset Management Co. | 0.02% | Reduce -4.0% | 5,781 | $411K |
| Principal Securities, Inc. | 0.01% | No change | 6,954 | $407K |
| EntryPoint Capital, LLC | 0.19% | Add +45.3% | 5,696 | $405K |
| Graham Capital Wealth Management, LLC | 0.44% | No change | 5,677 | $404K |
| Alps Advisors Inc. | 0.00% | Reduce -7.7% | 5,611 | $399K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.0% | 5,518 | $393K |
| Cynosure Group, LLC | 0.05% | Add +7.9% | 5,460 | $389K |
| Severin Investments, LLC | 0.39% | Add +4.3% | 5,450 | $388K |
| Strategy Asset Managers LLC | 0.08% | New | 5,434 | $387K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +10.3% | 5,430 | $386K |
| Choreo, LLC | 0.01% | Reduce -1.8% | 5,397 | $384K |
| Mission Wealth Management, LP | 0.01% | New | 5,375 | $382K |
| Mufg Securities Americas Inc. | 0.04% | Add +19.6% | 5,315 | $378K |
| Compass Capital Corp. /Ma/ | 0.20% | Reduce -1.8% | 5,288 | $377K |
| HighPoint Advisor Group LLC | 0.02% | Add +6.4% | 5,283 | $377K |
| Osterweis Capital Management Inc. | 0.03% | No change | 5,290 | $376K |
| Horizon Advisory Services, Inc. | 0.21% | Add +2.0% | 5,276 | $375K |
| Firethorn Wealth Partners, LLC | 0.18% | Add +14.4% | 5,268 | $375K |
| Beacon Financial Group | 0.04% | Reduce -3.0% | 5,250 | $374K |
| Signaturefd, LLC | 0.01% | Add +14.4% | 5,200 | $370K |
| AE Wealth Management LLC | 0.00% | Add +10.4% | 5,175 | $368K |
| Financial Security Advisor, Inc. | 0.09% | Reduce -1.0% | 5,170 | $368K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Reduce -3.6% | 5,167 | $368K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -3.2% | 5,119 | $365K |
| Private Wealth Advisors, LLC | 0.15% | Add +0.1% | 5,104 | $363K |
| Vestcor Inc | 0.01% | Add +0.3% | 5,087 | $362K |
| Spire Wealth Management | 0.01% | Add +2.7% | 5,047 | $359K |
| MBB Public Markets I LLC | 0.04% | New | 4,984 | $355K |
| NDVR, Inc. | 0.35% | Reduce -4.0% | 4,886 | $348K |
| Allworth Financial LP | 0.00% | Add +6.3% | 4,842 | $347K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.2% | 4,842 | $345K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,817 | $343K |
| Compound Planning, Inc. | 0.02% | Reduce -1.3% | 4,809 | $342K |
| Apollon Wealth Management, LLC | 0.01% | Add +15.5% | 4,779 | $340K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.3% | 4,778 | $340K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.5% | 4,746 | $338K |
| Ingalls & Snyder LLC | 0.01% | Reduce -1.2% | 4,719 | $336K |
| CI Investments Inc. | 0.00% | Add +52.6% | 4,712 | $335K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -64.5% | 4,636 | $330K |
| Aureus Asset Management, LLC | 0.02% | No change | 4,644 | $330K |
| IFP Advisors, Inc | 0.01% | Reduce -22.9% | 4,595 | $327K |
| IFG Advisory, LLC | 0.02% | Reduce -16.7% | 4,590 | $327K |
| Harbour Investments, Inc. | 0.01% | Add +27.1% | 4,560 | $324K |
| Heartland Bank & Trust Co | 0.17% | New | 4,559 | $324K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 4,506 | $321K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -1.3% | 4,537 | $320K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.9% | 4,403 | $313K |
| CX Institutional | 0.01% | Add +24.0% | 4,391 | $312K |
| Jane Street Group, LLC | 0.00% | Reduce -98.2% | 4,372 | $311K |
| Inspire Investing, LLC | 0.04% | Reduce -76.4% | 4,367 | $311K |
| Platform Technology Partners | 0.09% | No change | 4,359 | $310K |
| Horizon Investments, LLC | 0.01% | Add +4.7% | 4,339 | $309K |
| Koshinski Asset Management, Inc. | 0.03% | Add +6.1% | 4,337 | $309K |
| Mountain Pacific Investment Advisers LLC | 0.02% | No change | 4,252 | $303K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +110.7% | 4,226 | $301K |
| Profund Advisors LLC | 0.01% | Reduce -5.7% | 4,203 | $299K |
| Somerset Trust Co | 0.11% | Reduce -1.5% | 4,173 | $297K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -30.4% | 4,171 | $297K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.6% | 4,169 | $297K |
| L2 Asset Management, LLC | 0.06% | New | 4,160 | $296K |
| Waverly Advisors, LLC | 0.00% | Add +11.3% | 4,130 | $294K |
| Significant Wealth Partners LLC | 0.15% | Add +18.9% | 4,114 | $293K |
| Wexford Capital LP | 0.08% | No change | 4,100 | $292K |
| Huntleigh Advisors, Inc. | 0.05% | Add +12.1% | 4,086 | $291K |
| NorthRock Partners, LLC | 0.01% | Reduce -8.1% | 4,043 | $288K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -3.4% | 4,038 | $287K |
| Meeder Advisory Services, Inc. | 0.02% | Add +11.1% | 4,007 | $285K |
| Cornerstone Financial Group, LLC | 0.26% | Reduce -0.7% | 3,947 | $285K |
| Sowell Financial Services LLC | 0.01% | New | 4,002 | $285K |
| Longboard Asset Management, LP | 0.83% | No change | 3,960 | $282K |
| Woodward Diversified Capital, LLC | 0.20% | Add +0.8% | 3,948 | $281K |
| Fisher Asset Management | 0.00% | Add +7.3% | 3,933 | $280K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,921 | $279K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.01% | New | 3,900 | $278K |
| West Family Investments, Inc. | 0.10% | No change | 3,873 | $276K |
| Nicholson Wealth Management Group, LLC | 0.18% | New | 3,829 | $272K |
| ABLE Financial Group, LLC | 0.08% | Add +0.5% | 3,819 | $272K |
| Somerville Kurt F | 0.05% | New | 3,810 | $271K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -8.3% | 3,799 | $270K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.1% | 3,794 | $270K |
| BIP Wealth, LLC | 0.02% | No change | 3,775 | $269K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -0.5% | 3,763 | $268K |
| Keel Point, LLC | 0.02% | Add +6.7% | 3,751 | $267K |
| Avestar Capital, LLC | 0.03% | Reduce -18.1% | 3,746 | $267K |
| Smith Shellnut Wilson LLC | 0.12% | No change | 3,709 | $264K |
| Caldwell Sutter Capital, Inc. | 0.13% | Add +12.1% | 3,700 | $263K |
| Chilton Capital Management LLC | 0.01% | No change | 3,667 | $261K |
| Old National Bancorp | 0.01% | Reduce -68.3% | 3,655 | $260K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.8% | 3,646 | $259K |
| Cyr Financial Inc. | 0.23% | Reduce -1.9% | 3,613 | $257K |
| FineMark National Bank & Trust | 0.01% | Reduce -0.1% | 3,586 | $255K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 3,580 | $255K |
| Clarius Group, LLC | 0.02% | Add +0.5% | 3,569 | $254K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -0.3% | 3,563 | $254K |
| Jones Financial Companies LLLP | 0.00% | Add +50.5% | 3,545 | $253K |
| Trustmark Bank Trust Department | 0.02% | No change | 3,514 | $250K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Reduce -12.5% | 3,500 | $249K |
| Trust Asset Management LLC | 0.02% | Reduce -1.4% | 3,478 | $247K |
| First Nebraska Trust Co | 0.02% | No change | 3,465 | $247K |
| Parallel Advisors, LLC | 0.01% | Add +4.5% | 3,455 | $246K |
| Citizens Financial Group Inc. | 0.00% | Reduce -0.5% | 3,414 | $243K |
| Nilsine Partners, LLC | 0.03% | New | 3,408 | $243K |
| AIMZ Investment Advisors, LLC | 0.08% | New | 3,375 | $240K |
| Jackson Hole Capital Partners, LLC | 0.05% | New | 3,370 | $240K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 3,366 | $240K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.1% | 3,332 | $237K |
| Iron Horse Wealth Management, LLC | 0.08% | No change | 3,327 | $237K |
| Stratos Investment Management, LLC | 0.01% | New | 3,314 | $236K |
| Blue Trust, Inc. | 0.00% | Add +16.0% | 3,305 | $235K |
| Fayez Sarofim & Co | 0.00% | New | 3,300 | $235K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,296 | $235K |
| Hamilton Wealth, LLC | 0.06% | New | 3,290 | $234K |
| Indie Asset Partners, LLC | 0.20% | New | 3,273 | $233K |
| Arvest Bank Trust Division | 0.01% | New | 3,263 | $232K |
| One Wealth Advisors, LLC | 0.03% | Reduce -9.2% | 3,227 | $230K |
| Alpha Family Trust | 0.13% | New | 3,195 | $227K |
| Gilbert & Cook, Inc. | 0.03% | New | 3,188 | $227K |
| Lantz Financial LLC | 0.06% | New | 3,178 | $226K |
| Three Magnolias Financial Advisors, LLC | 0.19% | New | 3,159 | $225K |
| Tradewinds, LLC. | 0.06% | New | 3,123 | $222K |
| ICONIQ Capital, LLC | 0.00% | New | 3,121 | $222K |
| Rehmann Capital Advisory Group | 0.01% | New | 3,082 | $219K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 3,075 | $219K |
| Ami Investment Management Inc. | 0.07% | New | 3,058 | $218K |
| Plan A Wealth LLC | 0.17% | New | 3,035 | $216K |
| Aaron Wealth Advisors LLC | 0.02% | New | 3,030 | $216K |
| Eagle Bay Advisors LLC | 0.18% | Add +4.8% | 3,030 | $216K |
| 1ST Source Bank | 0.01% | New | 3,023 | $215K |
| World Investment Advisors | 0.01% | New | 3,015 | $215K |
| Barnes Wealth Management Group, Inc | 0.14% | New | 3,000 | $213K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Reduce -40.3% | 3,000 | $213K |
| Whittier Trust Co. | 0.00% | No change | 2,986 | $212K |
| Jain Global LLC | 0.00% | New | 2,983 | $212K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 2,968 | $211K |
| Evergreen Capital Management LLC | 0.01% | New | 2,946 | $210K |
| Woodmont Investment Counsel LLC | 0.02% | New | 2,931 | $209K |
| Oxford Asset Management LLP | 0.10% | New | 2,925 | $208K |
| Cigna Investments Inc. | 0.04% | New | 2,920 | $208K |
| Cary Street Partners Investment Advisory LLC | 0.12% | New | 2,917 | $208K |
| PUREfi Wealth, LLC | 0.21% | New | 2,916 | $208K |
| Abacus Planning Group, Inc. | 0.04% | New | 2,914 | $207K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,904 | $207K |
| Cannell & Spears LLC | 0.00% | New | 2,877 | $205K |
| Ipswich Investment Management Co., Inc. | 0.05% | New | 2,877 | $205K |
| Heritage Wealth Advisors | 0.01% | No change | 2,863 | $204K |
| Curated Wealth Partners LLC | 0.03% | New | 2,815 | $200K |
| Barr E S & Co. | 0.01% | New | 2,812 | $200K |
| Sierra Ocean, LLC | 0.14% | New | 2,530 | $180K |
| LRI Investments, LLC | 0.02% | Reduce -38.6% | 2,467 | $176K |
| Geneos Wealth Management Inc. | 0.01% | Add +13.3% | 2,392 | $170K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +33.3% | 2,307 | $164K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 2,196 | $156K |
| Optimum Investment Advisors | 0.07% | Reduce -23.1% | 2,162 | $154K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -1.1% | 2,139 | $153K |
| Ascentis Wealth Management, LLC | 0.05% | Reduce -29.1% | 2,161 | $152K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.2% | 1,915 | $136K |
| Federated Hermes, Inc. | 0.00% | Reduce -21.3% | 1,740 | $124K |
| Huntington National Bank | 0.00% | Add +25.8% | 1,734 | $123K |
| Leonteq Securities AG | 0.01% | Add +308.8% | 1,721 | $122K |
| St. Johns Investment Management Company, LLC | 0.06% | No change | 1,687 | $120K |
| MPWM Advisory Solutions, LLC | 0.09% | Add +167.2% | 1,678 | $119K |
| Versant Capital Management, Inc | 0.02% | Add +641.7% | 1,654 | $118K |
| Covestor Ltd | 0.08% | Add +20.0% | 1,635 | $116K |
| Eastern Bank | 0.00% | No change | 1,626 | $116K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,545 | $110K |
| First Pacific Financial | 0.02% | No change | 1,496 | $106K |
| Lindbrook Capital, LLC | 0.01% | Add +41.1% | 1,479 | $105K |
| FWL Investment Management, LLC | 0.04% | Reduce -45.2% | 1,475 | $105K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -2.0% | 1,464 | $104K |
| NFSG Corp | 0.03% | Add +7.7% | 1,445 | $103K |
| Cheviot Value Management, LLC | 0.01% | New | 1,350 | $98K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,350 | $96K |
| eCIO, Inc. | 0.04% | — | 1,348 | $96K |
| SVB Wealth LLC | 0.00% | New | 1,307 | $93K |
| Fortitude Family Office, LLC | 0.03% | Reduce -5.0% | 1,286 | $92K |
| Quent Capital, LLC | 0.01% | No change | 1,285 | $91K |
| Sarver Vrooman Wealth Advisors | 0.06% | — | 1,268 | $90K |
| Westpac Banking Corp. | 0.01% | No change | 1,257 | $89K |
| Hexagon Capital Partners LLC | 0.02% | Add +8.1% | 1,207 | $86K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 1,467 | $86K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.8% | 1,171 | $83K |
| Pandora Wealth, Inc. | 0.05% | — | 1,167 | $83K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.3% | 1,172 | $81K |
| Clearstead Advisors, LLC | 0.00% | Reduce -78.0% | 1,137 | $81K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -3.9% | 1,125 | $80K |
| Wayfinding Financial, LLC | 0.03% | New | 1,120 | $79K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,110 | $79K |
| Creative Financial Designs Inc. | 0.01% | Add +24.6% | 1,104 | $79K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +0.5% | 1,061 | $76K |
| Brooklyn Investment Group | 0.02% | Add +19.0% | 1,013 | $72K |
| Crowley Wealth Management, Inc. | 0.07% | No change | 1,012 | $72K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,012 | $72K |
| WPG Advisers, LLC | 0.07% | Reduce -30.6% | 984 | $70K |
| Manchester Capital Management LLC | 0.01% | Add +8.9% | 934 | $66K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.4% | 909 | $65K |
| Cromwell Holdings LLC | 0.04% | Add +2.1% | 875 | $62K |
| MAI Capital Management | 0.00% | Add +191.1% | 847 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 829 | $59K |
| Sentry Investment Management LLC | 0.04% | Reduce -23.0% | 879 | $57K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -12.7% | 729 | $52K |
| PFS Partners, LLC | 0.03% | Add +0.1% | 727 | $52K |
| Davis Capital Management | 0.04% | Reduce -29.5% | 675 | $48K |
| Hoese & Co LLP | 0.04% | No change | 675 | $48K |
| Colonial Trust Co / SC | 0.01% | Reduce -19.0% | 666 | $47K |
| Trust Co | 0.01% | No change | 657 | $47K |
| Hemington Wealth Management | 0.01% | Add +21.8% | 636 | $45K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.6% | 627 | $45K |
| Coastline Trust Co | 0.01% | Reduce -24.2% | 622 | $44K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -58.7% | 248 | $44K |
| Keystone Global Partners, LLC | 0.03% | — | 582 | $41K |
| Quarry LP | 0.01% | Reduce -59.4% | 582 | $41K |
| CVA Family Office, LLC | 0.01% | Add +10.2% | 529 | $38K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -27.4% | 527 | $38K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 619 | $36K |
| N.E.W. Advisory Services LLC | 0.00% | New | 501 | $36K |
| First Horizon Advisors, Inc. | 0.00% | Add +27.6% | 495 | $35K |
| City Holding Co. | 0.00% | New | 482 | $34K |
| Financial Management Professionals, Inc. | 0.00% | Add +11.7% | 449 | $32K |
| Garde Capital, Inc. | 0.00% | New | 424 | $30K |
| CGC Financial Services, LLC | 0.01% | No change | 421 | $30K |
| CENTRAL TRUST Co | 0.00% | Add +13.2% | 411 | $29K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 407 | $29K |
| Bogart Wealth, LLC | 0.00% | Reduce -6.2% | 397 | $28K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 379 | $27K |
| Pittenger & Anderson Inc. | 0.00% | Add +43.1% | 375 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 373 | $27K |
| CoreCap Advisors, LLC | 0.00% | Add +14.6% | 368 | $26K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 341 | $24K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 337 | $24K |
| WASHINGTON TRUST Co | 0.00% | New | 331 | $24K |
| Private Wealth Management Group, LLC | 0.01% | No change | 300 | $21K |
| Atala Financial Inc | 0.01% | No change | 283 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 337 | $20K |
| Zions Bancorporation, National Association | 0.00% | — | 265 | $19K |
| REAP Financial Group, LLC | 0.00% | Add +40.9% | 255 | $18K |
| Lanark Financial, Inc. | 0.00% | — | 265 | $18K |
| Clearstead Trust, LLC | 0.00% | New | 240 | $17K |
| Park Place Capital Corp | 0.00% | No change | 235 | $17K |
| Intelligent Financial Strategies | 0.01% | No change | 231 | $16K |
| Global Financial Private Client, LLC | 0.01% | Add +18.2% | 221 | $16K |
| Bokf, NA | 0.00% | Reduce -0.5% | 220 | $16K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 217 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -10.0% | 215 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 204 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 199 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 199 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -12.6% | 195 | $14K |
| SRH Advisors, LLC | 0.00% | No change | 163 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 160 | $11K |
| Optiver Holding B.V. | 0.00% | Reduce -64.9% | 150 | $11K |
| True Wealth Design, LLC | 0.00% | Reduce -66.8% | 147 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 142 | $10K |
| LGT Financial Advisors LLC | 0.03% | Reduce -85.3% | 137 | $10K |
| Continuum Advisory, LLC | 0.00% | Reduce -69.3% | 130 | $9K |
| NewSquare Capital LLC | 0.00% | Add +3125.0% | 129 | $9K |
| GW&K Investment Management, LLC | 0.00% | Add +64.5% | 125 | $9K |
| Larson Financial Group LLC | 0.00% | Add +26.0% | 126 | $9K |
| West Paces Advisors Inc. | 0.00% | No change | 123 | $9K |
| SouthState Bank Corp | 0.00% | Reduce -17.0% | 122 | $9K |
| Saudi Central Bank | 0.05% | New | 120 | $9K |
| ESL Trust Services, LLC | 0.00% | No change | 114 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 112 | $8K |
| Clark Wealth Partners | 0.01% | New | 109 | $8K |
| Archer Investment Corp | 0.00% | No change | 109 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 108 | $8K |
| Key Financial Inc | 0.00% | No change | 106 | $8K |
| MV Capital Management, Inc. | 0.00% | Add +21.4% | 102 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Add +1342.9% | 101 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 108 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +90.2% | 97 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 93 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 81 | $6K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -94.1% | 77 | $5K |
| Cary Street Partners Financial LLC | 0.00% | New | 74 | $5K |
| MorganRosel Wealth Management, LLC | 0.00% | New | 73 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 70 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 67 | $5K |
| Innovative Advisory Group, LLC | 0.00% | Add +8.3% | 65 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +7.3% | 59 | $4K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +120.8% | 53 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +4.2% | 50 | $4K |
| Sachetta, LLC | 0.00% | No change | 46 | $3K |
| First United Bank & Trust | 0.00% | New | 43 | $3K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 45 | $3K |
| First PREMIER Bank | 0.00% | No change | 43 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -96.9% | 45 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +45.8% | 35 | $2K |
| Motco | 0.00% | New | 34 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 31 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +200.0% | 30 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | Add +25.0% | 30 | $2K |
| Avion Wealth | 0.00% | No change | 48 | $2K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 31 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -37.2% | 27 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.03% | New | 25 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 24 | $2K |
| Horizon Financial Services, LLC | 0.00% | New | 23 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 21 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 20 | $1K |
| Rise Advisors, LLC | 0.00% | New | 20 | $1K |
| Bell Investment Advisors, Inc | 0.00% | New | 16 | $1K |
| Activest Wealth Management | 0.00% | Add +0.0% | 13 | $925 |
| Wealth Preservation Advisors, LLC | 0.00% | — | 12 | $854 |
| Rakuten Securities, Inc. | 0.00% | New | 11 | $783 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 11 | $782 |
| Principia Wealth Advisory, LLC | 0.00% | Add +11.1% | 10 | $669 |
| Winnacle Wealth LLC | 0.00% | Add +42.9% | 10 | $659 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 9 | $640 |
| Transce3nd, LLC | 0.00% | No change | 9 | $640 |
| Aventura Private Wealth, LLC | 0.00% | No change | 9 | $640 |
| WestEnd Advisors, LLC | 0.00% | Add +200.0% | 9 | $640 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 8 | $569 |
| HFM Investment Advisors, LLC | 0.00% | — | 7 | $499 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $427 |
| GoalVest Advisory LLC | 0.00% | New | 6 | $427 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $355 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $285 |
| Stonebridge Financial Group, LLC | 0.00% | New | 3 | $213 |
| Y.D. More Investments Ltd | 0.00% | Add +13.9% | 425 | $81 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.