WR BerkleyWRB

13F holders, Q1 2025 (March 31)
916holders +40
111new positions
70sold out
11famous investors
$71.13avg. 13F price*

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

02004006008001,000 Q1 2024: 771Q1 2024Q2 2024: 757Q2 2024Q3 2024: 799Q3 2024Q4 2024: 876Q4 2024Q1 2025: 916Q1 2025Q2 2025: 923Q2 2025Q3 2025: 934Q3 2025Q4 2025: 952Q4 2025Q1 2026: 926Q1 2026Q2 2026: 953Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions111$68.4M
Exits70$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.