WR BerkleyWRB

13F holders, Q2 2025 (June 30)
923holders +7
89new positions
81sold out
10famous investors
$73.41avg. 13F price*

At the end of Q2 2025, 923 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 7 from Q1 2025. 89 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($1.9B) and State Street Corp. ($1.1B). 10 famous investors held it, including Bruce Berkowitz (1.6% of Fairholme Capital Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions89$383.0M
Exits81$161.9M

All 13F filers, Q1 2025 → Q2 2025: 11,783,116 shares bought and 19,091,919 shares sold, net −7,308,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 923 holders

Vanguard Group Inc. 0.04% Add +1.7% 36,961,788 $2.7B
BlackRock, Inc. 0.04% Add +4.5% 25,235,034 $1.9B
State Street Corp. 0.04% Reduce -1.5% 14,771,509 $1.1B
Morgan Stanley 0.06% Reduce -16.2% 13,236,115 $972.5M
Kayne Anderson Rudnick Investment Management LLC 1.95% Reduce -5.9% 11,096,437 $815.3M
Geode Capital Management, LLC 0.04% Add +3.7% 8,189,248 $599.3M
Janus Henderson Group PLC 0.29% Reduce -6.5% 8,121,182 $596.7M
JPMorgan Chase & Co. 0.04% Add +8.6% 7,274,234 $534.4M
Norges Bank 0.05% Add +5.3% 5,007,772 $367.9M
Principal Financial Group Inc. 0.19% Reduce -0.5% 4,998,963 $367.3M
Wells Fargo & Company 0.07% Reduce -1.0% 4,066,136 $298.7M
First Trust Advisors LP 0.23% Reduce -11.4% 3,958,749 $290.8M
Invesco Ltd. 0.05% Reduce -11.9% 3,668,436 $269.5M
Northern Trust Corp. 0.03% Reduce -4.8% 3,081,155 $226.4M
Dimensional Fund Advisors LP 0.05% Add +0.1% 3,053,867 $224.3M
Polar Capital Holdings Plc 1.13% No change 2,925,000 $214.9M
Royal London Asset Management Ltd. 0.46% Add +4.6% 2,738,612 $201.2M
Bank of America Corp. 0.02% Reduce -23.0% 2,683,600 $197.2M
1832 Asset Management L.P. 0.34% Reduce -2.1% 2,634,811 $193.6M
UBS Group AG 0.04% Add +0.2% 2,614,241 $192.1M
Balyasny Asset Management L.P. 0.43% New 2,561,230 $188.2M
Legal & General Group Plc 0.04% Add +8.7% 2,086,028 $153.3M
Manufacturers Life Insurance Company, The 0.14% Reduce -25.6% 2,033,886 $149.4M
Madison Asset Management, LLC 1.47% Add +0.6% 1,853,872 $136.2M
Charles Schwab Investment Management Inc. 0.02% Add +1.4% 1,847,961 $135.8M
AQR Capital Management 0.11% Add +15.9% 1,787,573 $131.3M
Bank of New York Mellon Corp 0.02% Reduce -8.1% 1,721,153 $126.5M
Royal Bank of Canada 0.02% Reduce -1.3% 1,646,032 $120.9M
Chilton Investment Co. Inc. 2.66% Add +0.9% 1,631,218 $119.8M
Raymond James Financial Inc. 0.04% Reduce -4.6% 1,411,918 $103.7M
Envestnet Asset Management Inc. 0.03% Reduce -9.4% 1,379,376 $101.3M
Barclays PLC 0.04% Add +13.2% 1,376,318 $101.1M
Truist Financial Corp. 0.14% Reduce -13.4% 1,321,311 $97.1M
EULAV Asset Management 2.23% Reduce -8.8% 1,295,464 $95.2M
Confluence Investment Management LLC 1.31% Reduce -3.0% 1,264,289 $92.9M
Goldman Sachs Group Inc. 0.01% Reduce -23.2% 1,185,436 $87.1M
Anchor Capital Advisors LLC 2.55% Reduce -4.1% 1,183,834 $87.0M
HSBC Holdings PLC 0.06% Reduce -6.6% 1,182,145 $86.7M
California Public Employees Retirement System 0.06% Reduce -13.9% 1,177,271 $86.5M
Woodline Partners LP 0.45% Add +47.7% 1,147,592 $84.3M
Natixis Advisors, LLC 0.13% Add +14.8% 1,124,723 $82.6M
Dundas Partners LLP 5.74% No change 1,123,310 $82.5M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -21.3% 1,074,551 $78.9M
Maren Capital LLC 4.67% Add +0.1% 1,055,472 $77.5M
Brandes Investment Partners, LP 0.68% Reduce -6.3% 1,025,919 $75.4M
Victory Capital Management Inc. 0.05% Reduce -0.8% 986,656 $72.5M
Captrust Financial Advisors 0.16% Reduce -2.1% 958,384 $70.4M
Swiss National Bank 0.04% Add +6.8% 917,762 $67.4M
Deutsche Bank AG 0.02% Reduce -15.7% 911,970 $67.0M
Stifel Financial Corp. 0.06% Reduce -0.2% 894,914 $65.7M
Parnassus Investments, LLC 0.15% Reduce -8.6% 894,317 $65.7M
Freestone Grove Partners LP 0.48% New 858,166 $63.0M
Cornerstone Investment Partners, LLC 2.46% Add +1.9% 758,882 $55.8M
BloombergSen Inc. 4.59% Reduce -1.2% 740,194 $54.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.6% 737,183 $54.2M
Amundi 0.02% Reduce -34.8% 755,252 $53.4M
Danske Bank A/S 0.13% Reduce -10.4% 695,885 $51.1M
Coho Partners, Ltd. 3.73% Reduce -15.7% 681,152 $50.0M
Rhumbline Advisers 0.04% Add +0.6% 657,032 $48.3M
Nuveen, LLC 0.01% Add +3.5% 642,779 $47.2M
Mraz, Amerine & Associates, Inc. 7.45% Reduce -0.2% 632,212 $46.4M
Jacobs Levy Equity Management, Inc. 0.18% Reduce -26.4% 608,771 $44.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.1% 581,807 $42.7M
National Pension Service 0.04% Add +0.6% 576,071 $42.3M
TD Asset Management Inc 0.03% Reduce -6.9% 555,641 $40.8M
Aware Super Pty Ltd as trustee of Aware Super 0.59% No change 543,015 $39.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -38.4% 522,056 $38.4M
American Century Companies Inc. 0.02% Reduce -25.7% 472,810 $34.7M
Schroder Investment Management Group 0.03% Reduce -7.9% 457,902 $33.6M
APG Asset Management N.V. 0.10% Reduce -6.9% 527,072 $33.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -82.5% 444,927 $32.7M
T. Rowe Price Associates Inc. 0.00% Reduce -0.8% 436,730 $32.1M
Public Employees Retirement Association of Colorado 0.12% No change 424,591 $31.2M
Wallington Asset Management, LLC 4.20% Add +1.0% 406,789 $29.9M
Holocene Advisors, LP 0.07% New 403,112 $29.6M
California State Teachers Retirement System 0.03% Reduce -6.2% 399,516 $29.4M
America First Investment Advisors, LLC 5.65% Reduce -6.7% 385,565 $28.3M
Caisse de depot et placement du Quebec 0.06% Add +12.6% 380,259 $27.9M
Russell Investments Group, Ltd. 0.03% Reduce -32.7% 359,626 $26.4M
State Board of Administration of Florida Retirement System 0.05% Add +1.1% 359,233 $26.4M
Cerity Partners LLC 0.05% Reduce -7.9% 356,450 $26.2M
Teacher Retirement System of Texas 0.11% Reduce -22.4% 347,963 $25.6M
Stansberry Asset Management, LLC 2.85% Reduce -21.1% 336,222 $24.7M
CHURCHILL MANAGEMENT Corp 0.27% Reduce -0.3% 333,164 $24.5M
Alliancebernstein L.P. 0.01% Reduce -8.0% 331,236 $24.3M
LPL Financial LLC 0.01% Reduce -5.9% 331,011 $24.3M
Citigroup Inc. 0.02% Reduce -32.4% 330,878 $24.3M
Zacks Investment Management 0.20% Add +0.3% 319,707 $23.5M
BNP Paribas Financial Markets 0.02% Reduce -56.1% 319,306 $23.5M
State of Wisconsin Investment Board 0.06% Add +51.6% 314,684 $23.1M
National Bank of Canada 0.02% Reduce -5.2% 309,292 $22.7M
Cwm, LLC 0.08% Reduce -4.8% 306,484 $22.5M
Sei Investments Co. 0.02% Add +6.3% 280,965 $20.6M
Adage Capital Partners Gp, L.L.C. 0.03% New 274,525 $20.2M
Stephens Inc. 0.27% Add +0.7% 270,524 $19.9M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +0.1% 262,128 $19.3M
Fairholme Capital Management 1.57% No change 261,450 $19.2M
CANADA LIFE ASSURANCE Co 0.03% Add +19.1% 260,876 $19.2M
PhiloSmith Capital Corp 5.32% Reduce -10.3% 260,381 $19.1M
New York State Teachers Retirement System 0.04% Add +1.8% 259,625 $19.1M
Barlow Wealth Partners, LLC 2.21% Add +0.8% 261,115 $18.5M
Pictet Asset Management Holding SA 0.02% Reduce -8.5% 250,951 $18.4M
Rockefeller Capital Management L.P. 0.04% Reduce -3.5% 250,370 $18.4M
Gilder Gagnon Howe & Co. LLC 0.19% Reduce -0.6% 243,316 $17.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.9% 243,208 $17.9M
Hutchinson Capital Management 3.17% Reduce -2.1% 236,256 $17.4M
Aviva PLC 0.04% Add +1997.6% 234,234 $17.2M
Franklin Resources Inc. 0.00% Add +93.8% 226,763 $16.7M
Brandywine Global Investment Management, LLC 0.12% Reduce -2.3% 224,809 $16.5M
Bank of Montreal 0.01% Reduce -21.8% 218,317 $16.0M
Toronto Dominion Bank 0.03% Add +39.0% 217,993 $16.0M
Royce & Associates LP 0.16% Reduce -16.9% 217,682 $16.0M
Isthmus Partners, LLC 1.83% Reduce -4.7% 213,804 $15.7M
Janney Montgomery Scott LLC 0.04% Reduce -3.5% 213,098 $15.7M
Curi Capital, LLC 0.30% New 212,066 $15.6M
Pinebridge Investments, L.P. 0.12% Add +4.0% 211,526 $15.5M
Korea Investment CORP 0.03% Add +25.0% 204,253 $15.0M
Nisa Investment Advisors, LLC 0.07% Add +10.3% 199,112 $14.6M
FMR LLC 0.00% Add +28.1% 190,943 $14.0M
Aberdeen Group plc 0.02% Add +4.0% 190,613 $14.0M
Silvercrest Asset Management Group LLC 0.09% Reduce -0.1% 189,013 $13.9M
Ensign Peak Advisors, Inc 0.02% Reduce -0.9% 187,282 $13.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +19.3% 185,793 $13.7M
GHP Investment Advisors, Inc. 0.60% Add +0.8% 184,111 $13.5M
Townsend & Associates, Inc 1.34% Reduce -21.9% 195,895 $13.5M
Allianz Asset Management GmbH 0.02% Add +12.7% 183,766 $13.5M
Marshall Wace, LLP 0.02% Reduce -76.0% 178,745 $13.1M
QRG Capital Management, Inc. 0.11% Add +23.5% 174,656 $12.8M
Bank of Nova Scotia 0.03% Add +340.6% 173,143 $12.7M
Prudential Financial Inc. 0.02% Add +5.3% 173,045 $12.7M
Quantinno Capital Management LP 0.05% Add +21.9% 172,180 $12.7M
Mercer Global Advisors Inc. 0.03% Add +24.5% 169,951 $12.5M
Swiss Life Asset Management Ltd 0.07% Add +40.5% 165,739 $12.2M
New York State Common Retirement Fund 0.02% Add +2.2% 159,212 $11.7M
Chevy Chase Trust Holdings, LLC 0.03% Add +0.6% 158,438 $11.6M
Corient Private Wealth LP 0.02% Reduce -9.3% 156,931 $11.5M
Speece Thorson Capital Group Inc. 2.32% Reduce -31.2% 154,920 $11.4M
Storebrand Asset Management As 0.03% Add +15.6% 154,027 $11.3M
Andra AP-fonden 0.15% Reduce -18.9% 151,600 $11.1M
Intech Investment Management LLC 0.10% Add +4.5% 151,419 $11.1M
Hudson Bay Capital Management LP 0.08% New 150,225 $11.0M
Frontier Capital Management Co. LLC 0.10% Reduce -0.3% 149,784 $11.0M
Gabelli Funds LLC 0.08% Reduce -2.1% 145,348 $10.7M
Wellington Management Group LLP 0.00% Add +18.1% 143,921 $10.6M
Resona Asset Management Co.,Ltd. 0.05% Add +5.6% 143,282 $10.5M
Treasurer of the State of North Carolina 0.03% Add +5.5% 141,847 $10.4M
Illinois Municipal Retirement Fund 0.14% Add +303.8% 137,678 $10.1M
Commonwealth Equity Services, LLC 0.01% Reduce -0.8% 135,709 $10.0M
Asset Management One Co., Ltd. 0.03% Reduce -1.2% 135,330 $9.9M
Erste Asset Management GmbH 0.08% Add +17.1% 131,658 $9.6M
Corbyn Investment Management Inc. 4.31% Reduce -1.1% 129,907 $9.5M
AustralianSuper Pty Ltd 0.05% New 127,128 $9.3M
State of Tennessee, Department of Treasury 0.03% Add +54.7% 126,966 $9.3M
HighTower Advisors, LLC 0.01% Add +0.4% 126,872 $9.3M
Means Investment Co., Inc. 0.88% Add +0.0% 126,462 $9.3M
Benjamin Edwards Inc. 0.12% Reduce -4.5% 125,733 $9.2M
Man Group plc 0.02% Reduce -16.8% 124,375 $9.1M
KBC Group NV 0.02% Add +15.2% 124,098 $9.1M
Forte Capital LLC 0.98% Add +0.3% 123,627 $9.1M
Eagle Capital Management LLC 0.03% Add +0.1% 123,613 $9.1M
Ameriprise Financial Inc. 0.00% Reduce -20.6% 116,698 $8.6M
Burney Co./ 0.29% Add +0.2% 116,412 $8.6M
Gotham Asset Management 0.05% Add +136.7% 116,206 $8.5M
Manning & Napier Advisors LLC 0.10% Reduce -12.2% 116,181 $8.5M
Mn Services Vermogensbeheer B.V. 0.06% No change 112,550 $8.3M
Mariner, LLC 0.01% Add +6.4% 110,929 $8.1M
KLP Kapitalforvaltning As 0.03% Add +4.3% 109,379 $8.0M
Financial Strategies Group, Inc. 1.60% Reduce -1.5% 111,593 $7.7M
Assetmark, Inc. 0.02% Reduce -24.2% 104,360 $7.7M
Atria Investments, Inc 0.09% Add +3.9% 100,631 $7.4M
7G Capital Management, LLC 5.72% Add +0.9% 100,000 $7.3M
Nomura Asset Management Co. Ltd. 0.02% Add +5.6% 99,821 $7.3M
Rafferty Asset Management, LLC 0.02% Add +1.2% 99,648 $7.3M
State of New Jersey Common Pension Fund D 0.03% No change 98,268 $7.2M
Public Employees Retirement System of Ohio 0.02% Add +3.6% 96,851 $7.1M
Thrivent Financial for Lutherans 0.02% Add +3.0% 96,792 $7.1M
Vestmark Advisory Solutions, Inc. 0.10% Reduce -50.1% 95,601 $7.0M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -7.3% 93,159 $6.8M
Susquehanna Fundamental Investments, LLC 0.18% Reduce -47.1% 92,685 $6.8M
New Vernon Investment Management LLC 7.88% Add +100.0% 92,206 $6.8M
GAMCO Investors 0.07% Reduce -0.8% 91,992 $6.8M
Daiichi Life Insurance Co., Ltd. 0.19% Reduce -12.2% 91,872 $6.7M
Lighthouse Investment Partners, LLC 0.29% Add +248.8% 91,733 $6.7M
NewEdge Wealth, LLC 0.10% Reduce -1.5% 95,389 $6.7M
Gateway Investment Advisers LLC 0.07% Reduce -15.4% 90,618 $6.7M
Voya Investment Management LLC 0.01% Reduce -3.2% 90,039 $6.6M
Arizona State Retirement System 0.04% Add +0.6% 88,693 $6.5M
Los Angeles Capital Management LLC 0.02% Reduce -40.3% 88,185 $6.5M
Creative Planning 0.01% Add +9.5% 87,943 $6.5M
Torray Investment Partners LLC 0.94% Reduce -60.1% 87,810 $6.5M
State of Michigan Retirement System 0.03% Add +5.3% 85,719 $6.3M
AXA S.A. 0.02% Reduce -6.9% 85,347 $6.3M
DekaBank Deutsche Girozentrale 0.01% Add +0.3% 85,269 $6.2M
Baxter Bros Inc. 0.75% Add +12.9% 82,961 $6.1M
Montag A & Associates Inc. 0.30% Reduce -5.9% 82,542 $6.1M
Annandale Capital, LLC 1.11% No change 82,279 $6.0M
Mattern Capital Management, LLC 0.72% Add +10.4% 81,220 $6.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -7.9% 79,097 $5.8M
O'shaughnessy Asset Management, LLC 0.04% Add +20.0% 77,992 $5.7M
Verdence Capital Advisors LLC 0.39% Add +9.7% 77,529 $5.7M
Mackenzie Financial Corp. 0.01% Add +10.7% 76,672 $5.6M
Canada Pension Plan Investment Board 0.00% Reduce -17.7% 76,500 $5.6M
Butensky & Cohen Financial Security, Inc. 1.67% Reduce -10.3% 76,484 $5.6M
Eagle Rock Investment Company, LLC 0.89% Add +123.6% 76,451 $5.6M
Dakota Wealth Management 0.12% New 76,334 $5.6M
Comerica Bank 0.02% Reduce -4.7% 76,017 $5.6M
Trexquant Investment LP 0.06% Reduce -52.9% 75,867 $5.6M
Cinctive Capital Management LP 0.31% New 75,777 $5.6M
Tobam 2.13% Add +3.9% 74,415 $5.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +6.8% 73,573 $5.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.0% 73,501 $5.4M
Czech National Bank 0.04% Add +6.3% 73,255 $5.4M
Forsta Ap-Fonden 0.04% Add +10.1% 73,250 $5.4M
ProShare Advisors LLC 0.01% Reduce -6.0% 72,197 $5.3M
Pathstone Holdings, LLC 0.02% Add +18.5% 70,412 $5.2M
Vest Financial, LLC 0.07% Add +58.2% 69,890 $5.1M
Daiwa Securities Group Inc. 0.02% Add +18.1% 69,858 $5.1M
Henshaw Capital LLC 0.20% Reduce -26.9% 69,702 $5.1M
Capital Fund Management S.A. 0.06% Reduce -37.7% 69,196 $5.1M
Handelsbanken Fonder AB 0.02% Reduce -29.7% 67,677 $5.0M
Robeco Institutional Asset Management B.V. 0.01% Reduce -12.7% 66,886 $4.9M
DNB Asset Management AS 0.02% Add +10.4% 66,400 $4.9M
Independent Advisor Alliance 0.14% Add +1.3% 66,180 $4.9M
Focus Partners Wealth 0.01% Add +3.0% 66,135 $4.9M
Retirement Systems of Alabama 0.02% Reduce -0.3% 64,309 $4.7M
Verition Fund Management LLC 0.03% Add +119.0% 63,632 $4.7M
&partners 0.04% Add +21.8% 62,621 $4.6M
Cetera Investment Advisers 0.01% Add +9.8% 61,960 $4.6M
Millennium Management 0.00% Reduce -58.7% 61,834 $4.5M
Public Sector Pension Investment Board 0.02% Reduce -23.0% 61,781 $4.5M
PNC Financial Services Group, Inc. 0.00% Reduce -18.2% 61,527 $4.5M
Markel Group 0.04% No change 60,750 $4.5M
Amalgamated Bank 0.03% Add +0.8% 59,725 $4.4M
Dark Forest Capital Management LP 0.18% New 59,635 $4.4M
Ieq Capital, LLC 0.03% Add +32.3% 59,206 $4.3M
State of Alaska, Department of Revenue 0.05% Reduce -2.5% 59,183 $4.3M
Dean Investment Associates, LLC 0.64% Add +5.1% 58,949 $4.3M
Asset Management Group, Inc. 0.73% Reduce -0.3% 57,302 $4.2M
Advisory Services Network, LLC 0.07% Reduce -1.6% 59,668 $4.1M
IFM Investors Pty Ltd 0.04% Add +6.9% 55,276 $4.1M
KLCM Advisors, Inc. 0.43% No change 54,523 $4.0M
Intrepid Capital Management Inc. 2.06% Add +1.6% 53,153 $3.9M
Fairman Group, LLC 3.21% No change 53,087 $3.9M
Alamar Capital Management, LLC 2.09% Add +6.5% 52,580 $3.9M
CHB Investment Group, LLC 1.96% Add +3.5% 52,345 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +528.7% 52,040 $3.8M
Osaic Holdings, Inc. 0.01% Add +24.2% 51,732 $3.8M
Griffin Asset Management, Inc. 0.45% Reduce -2.8% 51,725 $3.8M
Illumine Investment Management, LLC 3.01% Reduce -0.5% 51,430 $3.8M
Elevate Capital Advisors, LLC 2.95% Reduce -5.9% 50,383 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +109.7% 51,686 $3.7M
Tredje AP-fonden 0.03% Add +2.1% 49,181 $3.6M
Utah Retirement Systems 0.04% Add +0.6% 48,902 $3.6M
MML Investors Services, LLC 0.01% Add +1.3% 47,836 $3.5M
Ameritas Investment Partners, Inc. 0.11% Reduce -9.0% 47,841 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -18.1% 47,741 $3.5M
Sound View Wealth Advisors Group, LLC 0.25% Reduce -1.0% 46,807 $3.4M
CIBC Asset Management Inc 0.01% Reduce -5.8% 46,783 $3.4M
STRS Ohio 0.01% Add +37.8% 46,210 $3.4M
USS Investment Management Ltd 0.02% Add +6.3% 46,170 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Add +7.4% 46,113 $3.4M
Godshalk Welsh Capital Management, Inc. 2.09% Reduce -3.8% 46,094 $3.4M
Xponance LLC 0.03% Add +5.9% 45,572 $3.3M
Ethic Inc. 0.06% Add +38.1% 45,788 $3.3M
Renaissance Technologies 0.00% Reduce -86.6% 44,766 $3.3M
Susquehanna International Group, LLP 0.01% Add +14.2% 44,651 $3.3M
Brevan Howard Capital Management LP 0.04% Add +9.0% 44,522 $3.3M
SG Americas Securities, LLC 0.01% Add +64.5% 43,472 $3.2M
Caldwell Trust Co 0.32% No change 43,161 $3.2M
Belpointe Asset Management LLC 0.13% Reduce -10.9% 41,245 $3.0M
Wbi Investments, LLC 0.78% New 41,054 $3.0M
Agf Management Ltd. 0.01% Reduce -21.6% 40,946 $3.0M
CIBC Private Wealth Group LLC 0.01% Reduce -1.2% 40,892 $3.0M
New York Life Investment Management LLC 0.03% Add +1.5% 40,755 $3.0M
TD Private Client Wealth LLC 0.07% Reduce -1.8% 40,380 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +21.4% 39,456 $2.9M
Tealwood Asset Management Inc. 1.30% Reduce -2.9% 39,746 $2.9M
Horizon Investments, LLC 0.05% Add +812.0% 39,573 $2.9M
Greenline Partners, LLC 0.39% Add +103.5% 39,323 $2.9M
Railway Pension Investments Ltd 0.04% Add +70.6% 39,150 $2.9M
Nissay Asset Management Corp. /Japan 0.02% Add +2.9% 38,718 $2.8M
Macquarie Group Ltd. 0.00% Reduce -78.4% 38,429 $2.8M
Otter Creek Advisors, LLC 2.10% Reduce -52.6% 38,091 $2.8M
Cibc World Markets Corp. 0.02% Add +4.0% 37,866 $2.8M
Donoghue Forlines LLC 0.78% New 37,334 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -1.9% 37,210 $2.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -26.1% 36,876 $2.7M
Agate Pass Investment Management, LLC 1.11% Reduce -1.3% 36,676 $2.7M
Neuberger Berman Group LLC 0.00% Add +35.9% 36,656 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.5% 36,400 $2.7M
Vident Advisory, LLC 0.03% Reduce -12.9% 36,193 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +7.3% 35,628 $2.6M
UniSuper Management Pty Ltd 0.02% Reduce -7.5% 35,587 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.5% 35,555 $2.6M
Aurdan Capital Management, LLC 0.89% Reduce -7.7% 35,458 $2.6M
Callan Family Office, LLC 0.08% Add +406.0% 34,903 $2.6M
Interval Partners, LP 0.06% Add +7.8% 34,400 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -1.6% 34,370 $2.5M
SteelPeak Wealth, LLC 0.10% New 34,064 $2.5M
OP Asset Management Ltd 0.04% Add +4.9% 33,433 $2.5M
Willow Creek Wealth Management Inc. 0.22% Add +0.4% 33,010 $2.4M
Brighton Jones LLC 0.06% Add +8.3% 32,571 $2.4M
SeaBridge Investment Advisors LLC 0.44% Add +9.7% 32,500 $2.4M
Dean Capital Management 0.97% Add +5.7% 32,157 $2.4M
Insight Inv LLC 1.58% Add +0.2% 32,032 $2.4M
Empowered Funds, LLC 0.03% Reduce -7.2% 31,532 $2.3M
Leavell Investment Management, Inc. 0.10% Reduce -0.3% 31,327 $2.3M
Cibc World Market Inc. 0.01% Reduce -13.8% 31,300 $2.3M
Resources Management Corp. /CT/ 0.31% Add +0.4% 30,634 $2.3M
Ostrum Asset Management 0.10% Reduce -13.4% 30,457 $2.2M
Lombard Odier Asset Management (Switzerland) SA 0.11% Add +13.9% 30,182 $2.2M
Scotia Capital Inc. 0.01% Reduce -5.5% 29,836 $2.2M
Applied Capital LLC 1.61% Add +0.0% 29,397 $2.2M
Thrive Capital Management, LLC 0.66% New 28,841 $2.1M
Mgo One Seven LLC 0.07% Add +144.3% 28,840 $2.1M
EP Wealth Advisors, LLC 0.01% Reduce -15.4% 28,100 $2.1M
Achmea Investment Management B.V. 0.03% No change 27,546 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.0% 27,429 $2.0M
Nordea Investment Management AB 0.00% Reduce -67.0% 27,193 $2.0M
Elm3 Financial Group, LLC 1.63% Reduce -5.9% 26,696 $2.0M
Oregon Public Employees Retirement Fund 0.03% Add +0.4% 25,890 $1.9M
NEOS Investment Management LLC 0.02% Add +26.8% 25,334 $1.9M
Elo Mutual Pension Insurance Co 0.04% Reduce -21.0% 25,196 $1.9M
American Trust 0.17% New 25,137 $1.8M
Sierra Legacy Group 1.42% No change 24,910 $1.8M
Grace & White Inc. 0.34% No change 24,869 $1.8M
Bleakley Financial Group, LLC 0.05% Add +6.3% 24,708 $1.8M
Lazard Asset Management LLC 0.00% Add +1.3% 24,629 $1.8M
Patton Fund Management, Inc. 0.40% Reduce -40.2% 24,595 $1.8M
Pacer Advisors, Inc. 0.00% Add +59.1% 24,378 $1.8M
Parsons Capital Management Inc. 0.11% Reduce -0.1% 24,221 $1.8M
Personal Cfo Solutions, LLC 0.33% Add +0.5% 24,093 $1.8M
Elgethun Capital Management 0.36% Add +0.0% 24,066 $1.8M
Panagora Asset Management Inc. 0.01% Reduce -48.4% 23,881 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -4.6% 23,769 $1.7M
NorthCoast Asset Management LLC 0.01% Reduce -0.9% 23,705 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.5% 23,600 $1.7M
D.A. Davidson & Co. 0.01% Reduce -0.1% 23,465 $1.7M
Avanza Fonder AB 0.05% Reduce -7.2% 23,307 $1.7M
Integrated Wealth Concepts LLC 0.02% Add +31.1% 22,945 $1.7M
DAVENPORT & Co LLC 0.01% Add +12.3% 22,915 $1.7M
Beacon Pointe Advisors, LLC 0.02% Reduce -5.6% 22,807 $1.7M
LRT Capital Management, LLC 0.99% Reduce -37.0% 22,689 $1.7M
Citizens National Bank Trust Department 0.33% Reduce -3.0% 22,602 $1.7M
NFSG Corp 0.26% Add +1428.2% 22,082 $1.6M
Diversify Wealth Management, LLC 0.10% Add +6.3% 23,112 $1.6M
Pullen Investment Management, LLC 0.97% Reduce -0.5% 21,982 $1.6M
JT Stratford LLC 0.24% Reduce -9.3% 21,757 $1.6M
Argent Trust Co 0.06% Add +0.8% 21,738 $1.6M
Mitchell & Pahl Private Wealth, LLC 0.70% Add +2.3% 21,652 $1.6M
Wealthfront Advisers LLC 0.00% Add +23.6% 21,517 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +24.9% 21,488 $1.6M
Union Bancaire Privee, UBP SA 0.02% New 27,000 $1.6M
Ossiam 0.02% Reduce -0.5% 21,117 $1.6M
M&T Bank Corp 0.01% Add +11.0% 20,973 $1.5M
Mizuho Securities USA LLC 0.03% — 20,718 $1.5M
Sage Capital Advisors,llc 0.38% Add +0.1% 20,697 $1.5M
Sterling Capital Management LLC 0.02% Add +26.1% 20,607 $1.5M
Stegent Equity Advisors, Inc. 1.34% Add +8.5% 20,529 $1.5M
Parr McKnight Wealth Management Group, LLC 0.21% Reduce -1.7% 20,366 $1.5M
Loomis Sayles & Co. L P 0.00% No change 20,281 $1.5M
Investment Planning Advisors, Inc. 0.52% No change 20,007 $1.5M
US Bancorp \de 0.00% Add +4.4% 19,980 $1.5M
Delphi Management Inc. 1.41% Reduce -11.0% 19,917 $1.5M
Skba Capital Management LLC 0.21% Add +2.0% 19,901 $1.5M
Virtus Investment Advisers, LLC 0.49% Reduce -17.9% 19,659 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +1.3% 19,569 $1.4M
Towne Trust Company, N.A 0.50% Reduce -0.9% 19,548 $1.4M
Resonant Capital Advisors, LLC 0.09% Add +5.2% 19,334 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -10.1% 19,309 $1.4M
Candriam S.C.A. 0.01% New 19,125 $1.4M
Exchange Traded Concepts, LLC 0.02% Add +19.5% 18,987 $1.4M
Private Advisor Group, LLC 0.01% Reduce -5.1% 18,927 $1.4M
Almanack Investment Partners, LLC. 0.22% No change 18,902 $1.4M
Merit Financial Group, LLC 0.02% Add +7.6% 18,870 $1.4M
Kentucky Retirement Systems 0.04% Reduce -6.2% 18,825 $1.4M
Ancora Advisors LLC 0.03% Add +1.4% 18,803 $1.4M
Rothschild Investment LLC 0.09% Add +0.3% 18,783 $1.4M
Convergence Investment Partners, LLC 0.34% Add +22.8% 18,417 $1.4M
Hartford Investment Management Co. 0.04% Reduce -0.7% 18,398 $1.4M
Tidal Investments LLC 0.01% Reduce -27.6% 18,230 $1.3M
Citadel Advisors 0.00% Reduce -75.5% 18,201 $1.3M
Aptus Capital Advisors, LLC 0.01% Add +44.2% 18,072 $1.3M
HM Payson & Co. 0.02% Add +3.7% 18,033 $1.3M
Sepio Capital, LP 0.09% Reduce -62.1% 17,893 $1.3M
Pensionfund Sabic 0.37% Reduce -17.9% 17,850 $1.3M
Invst, LLC 0.16% Add +2.9% 17,826 $1.3M
Trust Co. of Vermont 0.06% Reduce -6.7% 17,426 $1.3M
Empire Financial Management Company, LLC 0.36% Add +5.8% 17,022 $1.3M
Wedbush Securities Inc. 0.04% Add +5.2% 17,014 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -6.9% 16,990 $1.2M
Lido Advisors, LLC 0.01% Add +71.2% 16,814 $1.2M
Norinchukin Bank, The 0.02% Add +7.1% 16,810 $1.2M
Metis Global Partners, LLC 0.03% Reduce -9.3% 16,805 $1.2M
Brown, Lisle/Cummings, Inc. 0.33% No change 16,780 $1.2M
Avantax Advisory Services, Inc. 0.01% Reduce -7.8% 16,769 $1.2M
W1M Investment Management Ltd 0.02% Reduce -22.4% 16,700 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Add +0.8% 16,617 $1.2M
Savant Capital, LLC 0.01% Add +20.8% 16,606 $1.2M
Gulf International Bank (UK) Ltd 0.04% No change 15,937 $1.2M
Vontobel Holding Ltd. 0.00% Add +6.3% 15,852 $1.2M
Williamson Legacy Group, LLC 0.98% Add +2.6% 15,843 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.9% 15,800 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +60.3% 15,781 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -1.4% 15,615 $1.1M
Pitcairn Co. 0.07% Reduce -15.0% 15,556 $1.1M
Inspire Investing, LLC 0.12% Add +256.0% 15,545 $1.1M
Fairfield, Bush & Co. 0.64% Reduce -7.7% 15,388 $1.1M
DF Dent & Co. Inc. 0.01% Reduce -33.8% 15,290 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +95.9% 15,148 $1.1M
Ballentine Partners, LLC 0.02% Add +1.5% 15,130 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% Add +5.4% 14,775 $1.1M
Maryland State Retirement & Pension System 0.02% Add +7.5% 14,759 $1.1M
Praxis Investment Management Inc. 0.07% No change 14,737 $1.1M
Kornitzer Capital Management Inc. 0.02% Reduce -1.0% 14,647 $1.1M
ING Groep NV 0.01% Add +7.6% 14,494 $1.1M
LVW Advisors, LLC 0.12% Reduce -8.9% 14,260 $1.0M
Park Avenue Securities LLC 0.01% Add +1.7% 14,247 $1.0M
GeoWealth Management, LLC 0.04% New 14,198 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +10.4% 14,189 $1.0M
Great Lakes Advisors, LLC 0.01% No change 14,158 $1.0M
Impact Capital Partners LLC 0.34% Reduce -4.5% 14,107 $1.0M
New Mexico Educational Retirement Board 0.03% No change 14,075 $1.0M
Inspire Advisors, LLC 0.10% Reduce -6.6% 13,741 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -86.7% 13,816 $1.0M
Bellevue Asset Management, LLC 0.48% No change 13,516 $993K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +36.8% 13,498 $992K
Two Sigma Investments, LP 0.00% Reduce -58.5% 13,468 $989K
Compass Wealth Management LLC 0.23% No change 13,331 $979K
Net Worth Advisory Group 0.22% Reduce -4.4% 13,226 $972K
Moody LYNN Lieberson & Walker, LLC 0.06% Add +6.6% 13,195 $969K
iSAM Funds (UK) Ltd 0.21% Reduce -42.5% 13,137 $965K
Campbell & CO Investment Adviser LLC 0.06% Reduce -74.5% 13,133 $965K
Caisse Des Depots Et Consignations 0.04% No change 13,103 $963K
Venturi Wealth Management, LLC 0.05% Reduce -11.5% 13,102 $963K
Mount Lucas Management LP 0.45% Reduce -59.5% 12,745 $936K
Mission Wealth Management, LP 0.02% Add +130.9% 12,412 $912K
Swedbank AB 0.00% No change 12,376 $909K
UMB Bank, n.a. 0.01% Add +3.5% 12,340 $907K
Bryn Mawr Trust Advisors, LLC 0.05% Add +27.8% 12,156 $893K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +233.9% 11,955 $878K
Thompson Siegel & Walmsley LLC 0.01% No change 11,929 $876K
Bessemer Group Inc. 0.00% Reduce -49.4% 11,861 $872K
Faithward Advisors, LLC 0.13% Reduce -0.8% 11,793 $866K
Cumberland Partners Ltd 0.06% No change 11,765 $864K
HB Wealth Management, LLC 0.01% Add +14.0% 11,638 $855K
Manchester Financial Inc. 0.18% Reduce -50.1% 11,626 $854K
HBK Sorce Advisory LLC 0.02% Reduce -16.7% 11,597 $852K
Empirical Asset Management, LLC 0.26% Reduce -12.3% 11,540 $848K
Procyon Advisors, LLC 0.08% Reduce -44.8% 11,466 $842K
USA Financial Formulas 0.14% New 11,440 $840K
Tower Research Capital LLC (TRC) 0.02% Reduce -25.9% 11,397 $837K
NCM Capital Management, LLC 0.34% No change 11,259 $827K
GAMMA Investing LLC 0.05% Add +18.8% 11,219 $824K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +16.2% 11,209 $824K
OMERS ADMINISTRATION Corp 0.01% No change 11,049 $812K
Everpar Advisors LLC 0.37% Add +1.2% 10,944 $804K
Integrated Quantitative Investments LLC 0.23% New 10,779 $792K
Scott Marsh Financial, LLC 0.29% — 10,772 $791K
Empower Advisory Group, LLC 0.00% Add +0.1% 10,738 $789K
Murphy Pohlad Asset Management LLC 0.33% Reduce -18.7% 10,562 $776K
Financiere des Professionnels - Fonds d'investissement inc. 0.05% Reduce -33.3% 10,517 $773K
Vise Technologies, Inc. 0.03% — 10,502 $772K
Empirical Finance, LLC 0.04% Add +0.7% 10,434 $767K
Natixis 0.00% Reduce -63.8% 10,374 $762K
OneDigital Investment Advisors LLC 0.01% Reduce -5.9% 10,328 $759K
Cobblestone Capital Advisors LLC 0.04% Reduce -0.3% 10,320 $758K
Commerce Bank 0.00% Add +3.0% 10,295 $756K
Coastal Bridge Advisors, LLC 0.06% New 10,157 $746K
Vinva Investment Management Ltd 0.02% Reduce -31.1% 10,297 $744K
Gifford Fong Associates 0.17% No change 10,125 $744K
Stance Capital LLC 0.28% New 10,106 $742K
Williams Jones Wealth Management, LLC. 0.01% Reduce -6.9% 10,050 $738K
Keb Asset Management, LLC 0.18% No change 9,974 $733K
L2 Asset Management, LLC 0.12% Add +139.5% 9,962 $732K
Heritage Family Offices, LLP 0.37% No change 10,218 $728K
NewEdge Advisors, LLC 0.00% Add +12.0% 9,825 $722K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 9,560 $702K
King Luther Capital Management Corp. 0.00% No change 9,426 $693K
Blair William & Co. 0.00% Add +3.5% 9,409 $691K
Silver Oak Securities, Incorporated 0.06% New 9,392 $690K
Cadent Capital Advisors, LLC 0.23% Reduce -27.3% 9,384 $689K
Nicholson Wealth Management Group, LLC 0.42% Add +144.7% 9,370 $688K
Wedmont Private Capital 0.03% Add +19.0% 9,852 $687K
Bradley Foster & Sargent Inc. 0.01% Reduce -4.2% 9,335 $686K
Baader Bank Aktiengesellschaft 0.06% Reduce -22.4% 9,320 $685K
Eagle Harbor Asset Management Inc. 0.65% Reduce -4.1% 9,231 $678K
Fullerton Fund Management Co Ltd. 0.03% Add +11.4% 9,157 $673K
ASR Vermogensbeheer N.V. 0.01% Add +6.5% 9,102 $669K
Carmel Capital Partners, LLC 0.23% Add +42.6% 8,937 $657K
Citadel Investment Advisory, Inc. 0.32% Reduce -1.9% 8,928 $656K
Tectonic Advisors LLC 0.04% Add +2.5% 8,925 $656K
Farther Finance Advisors, LLC 0.01% Add +3.2% 8,918 $655K
Siemens Fonds Invest GmbH 0.04% Add +7.7% 8,902 $654K
IFC Advisors LLC 0.12% Reduce -0.1% 8,687 $638K
Transatlantique Private Wealth LLC 0.23% Reduce -5.7% 8,618 $633K
Fifth Third Bancorp 0.00% Reduce -5.0% 8,506 $625K
Impact Partnership Wealth, LLC 0.12% Reduce -49.1% 8,502 $625K
Vestcor Inc 0.02% Add +66.4% 8,467 $622K
Fort Washington Investment Advisors Inc. 0.00% No change 8,438 $620K
Ritholtz Wealth Management 0.01% Add +2.1% 8,391 $617K
Wealth Alliance, LLC 0.07% Add +0.8% 8,384 $616K
Principal Securities, Inc. 0.01% Add +20.6% 8,383 $616K
YHB Investment Advisors, Inc. 0.05% No change 8,336 $612K
EverSource Wealth Advisors, LLC 0.03% Add +2.3% 8,308 $610K
Adalta Capital Management LLC 0.30% Add +10.1% 8,170 $600K
Fiduciary Alliance LLC 0.04% Reduce -0.1% 8,158 $599K
Avior Wealth Management, LLC 0.02% Add +0.8% 8,089 $594K
Squarepoint Ops LLC 0.00% Reduce -55.1% 8,059 $592K
DORVAL Corp 0.21% Add +0.3% 8,035 $590K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -6.5% 7,990 $587K
Brown Advisory Inc. 0.00% Reduce -8.3% 7,920 $582K
Brown Brothers Harriman & Co. 0.00% Add +6.2% 7,903 $581K
Baird Financial Group, Inc. 0.00% Reduce -1.6% 7,865 $578K
Rydar Equities, Inc. 0.45% — 7,795 $573K
Walleye Capital LLC 0.01% Add +33.7% 7,747 $569K
IHT Wealth Management, LLC 0.02% Add +0.9% 7,740 $569K
Coldstream Capital Management Inc. 0.01% Reduce -10.8% 7,715 $567K
Sagespring Wealth Partners, LLC 0.01% Add +9.3% 7,711 $567K
Advisor OS, LLC 0.06% Reduce -5.9% 7,658 $563K
Washington Capital Management, Inc. 0.42% Reduce -19.1% 7,600 $558K
Bard Financial Services, Inc. 0.07% No change 7,590 $558K
Trueblood Wealth Management, LLC 0.23% New 7,528 $553K
Aurelius Family Office LLC 0.26% No change 7,519 $552K
Tufton Capital Management 0.10% No change 7,425 $545K
Investment Management Corp of Ontario 0.01% Reduce -13.9% 7,401 $544K
Greenwood Capital Associates LLC 0.07% Reduce -20.2% 7,383 $542K
iA Global Asset Management Inc. 0.01% Reduce -73.4% 7,362 $541K
Two Sigma Advisers, LP 0.00% Reduce -83.6% 7,325 $538K
Rwa Wealth Partners, LLC 0.01% Add +18.2% 7,260 $533K
Equitable Holdings, Inc. 0.00% Add +1.5% 7,260 $533K
Trustmark Bank Trust Department 0.04% Add +106.3% 7,249 $533K
Snowden Capital Advisors LLC 0.02% Reduce -10.3% 7,242 $532K
Forum Financial Management, LP 0.01% Add +0.1% 7,121 $523K
Level Four Advisory Services, LLC 0.02% Reduce -3.6% 7,117 $523K
United Capital Financial Advisors, LLC 0.00% Add +6.7% 7,111 $522K
Maridea Wealth Management LLC 0.13% New 7,039 $517K
Virtu Financial LLC 0.03% New 6,994 $514K
Clear Harbor Asset Management, LLC 0.04% Reduce -7.2% 6,889 $506K
Wealth Advisors of Iowa, LLC 0.19% No change 6,882 $506K
Investment Partners Asset Management, Inc. 0.34% No change 6,750 $496K
Crawford Investment Counsel Inc. 0.01% No change 6,750 $496K
Glenmede Investment Management, LP 0.00% — 6,746 $496K
Arax Advisory Partners 0.02% Reduce -3.6% 6,726 $494K
Carnegie Investment Counsel 0.01% No change 6,670 $490K
Mufg Securities Americas Inc. 0.04% Add +25.0% 6,642 $488K
Baron Wealth Management LLC 0.17% Reduce -8.5% 6,589 $484K
Guggenheim Capital LLC 0.00% Add +2.0% 6,542 $481K
Diligent Investors, LLC 0.11% Add +1.6% 6,511 $478K
Keybank National Association 0.00% Reduce -5.1% 6,471 $475K
Wealthspire Advisors, LLC 0.00% Reduce -14.9% 6,452 $474K
Freedom Investment Management, Inc. 0.04% Reduce -11.9% 6,394 $470K
Thrive Wealth Management, LLC 0.08% Add +4.8% 6,391 $470K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +50.9% 6,376 $468K
Fifth Third Wealth Advisors LLC 0.02% Reduce -5.4% 6,357 $467K
Osterweis Capital Management Inc. 0.03% Add +19.7% 6,331 $465K
Harbour Investments, Inc. 0.01% Add +38.1% 6,297 $463K
Naples Global Advisors, LLC 0.04% Reduce -4.5% 6,288 $462K
Pallas Capital Advisors LLC 0.02% Add +30.5% 6,285 $462K
Axxcess Wealth Management, LLC 0.01% Reduce -2.0% 6,256 $460K
Private Trust Co. NA 0.04% Reduce -3.5% 6,242 $459K
AE Wealth Management LLC 0.00% Add +20.0% 6,208 $456K
Global Assets Advisory, LLC 0.18% Reduce -10.3% 6,253 $456K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 6,183 $454K
Quadrant Capital Group LLC 0.02% Add +0.2% 6,180 $454K
Wealth Quarterback LLC 0.21% Reduce -38.6% 6,171 $453K
Ontario Teachers Pension Plan Board 0.01% New 6,111 $449K
Board of the Pension Protection Fund 0.48% Reduce -37.8% 6,100 $448K
Ashton Thomas Private Wealth, LLC 0.02% Add +11.7% 6,067 $446K
Gibbs Wealth Management 0.09% Reduce -20.4% 6,045 $444K
Visionary Wealth Advisors 0.02% New 5,937 $436K
Mather Group, Llc. 0.00% Reduce -0.1% 5,920 $435K
Romano Brothers and Company 0.05% No change 5,920 $435K
Genesis Private Wealth, LLC 0.20% Reduce -13.8% 5,918 $435K
Townsquare Capital LLC 0.04% Reduce -88.0% 5,913 $434K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.3% 5,908 $434K
Cassaday & Co Wealth Management LLC 0.01% Add +0.1% 5,839 $429K
Greenleaf Trust 0.00% Reduce -19.4% 5,806 $427K
Shell Asset Management Co. 0.01% No change 5,781 $425K
Alps Advisors Inc. 0.00% Add +3.0% 5,780 $425K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -6.3% 5,734 $421K
Jones Financial Companies LLLP 0.00% Add +61.4% 5,722 $415K
Westerkirk Capital Inc. 0.05% — 5,600 $411K
Apollon Wealth Management, LLC 0.01% Add +16.5% 5,567 $409K
CreativeOne Wealth, LLC 0.01% Add +17.0% 5,553 $408K
Choreo, LLC 0.01% Add +1.9% 5,497 $404K
World Investment Advisors 0.01% Add +81.9% 5,484 $403K
Cynosure Group, LLC 0.05% Add +0.2% 5,469 $402K
Canada Post Corp Registered Pension Plan 0.02% New 5,415 $398K
Firethorn Wealth Partners, LLC 0.17% Add +2.2% 5,385 $396K
Severin Investments, LLC 0.37% Reduce -1.8% 5,353 $393K
Strategy Asset Managers LLC 0.07% Reduce -2.1% 5,321 $391K
Horizon Advisory Services, Inc. 0.21% Add +0.2% 5,286 $388K
Advisory Alpha, LLC 0.01% New 5,283 $388K
Beacon Financial Group 0.04% Add +0.1% 5,253 $386K
Lincoln Capital LLC 0.07% New 5,236 $385K
Financial Security Advisor, Inc. 0.09% Add +0.1% 5,176 $383K
Signaturefd, LLC 0.01% Reduce -0.6% 5,170 $380K
Peapack Gladstone Financial Corp. 0.01% Reduce -6.5% 5,162 $379K
Compass Capital Corp. /Ma/ 0.18% Add +2.9% 5,441 $379K
NorthRock Partners, LLC 0.01% Add +25.1% 5,058 $373K
SummitTX Capital, L.P. 0.02% New 5,050 $371K
Woodward Diversified Capital, LLC 0.19% Add +26.6% 4,998 $367K
State of Wyoming 0.04% Reduce -56.6% 4,992 $367K
NDVR, Inc. 0.34% Add +2.0% 4,982 $366K
Foundations Investment Advisors, LLC 0.01% Reduce -56.9% 4,916 $361K
CI Investments Inc. 0.00% Add +3.3% 4,869 $358K
Compound Planning, Inc. 0.01% Add +0.7% 4,841 $356K
Oppenheimer & Co. Inc. 0.00% Reduce -1.2% 4,785 $352K
Prudential PLC 0.00% Reduce -90.3% 4,761 $350K
Gitterman Wealth Management, LLC 0.08% New 4,759 $350K
Fidelis Capital Partners, LLC 0.03% Add +8.7% 4,930 $348K
Ingalls & Snyder LLC 0.01% Reduce -0.2% 4,711 $346K
HighPoint Advisor Group LLC 0.02% Reduce -11.1% 4,698 $345K
Portside Wealth Group, LLC 0.05% Reduce -20.7% 4,668 $343K
Aureus Asset Management, LLC 0.02% No change 4,644 $341K
Valeo Financial Advisors, LLC 0.01% Reduce -3.0% 4,637 $341K
Meeder Advisory Services, Inc. 0.02% Add +15.2% 4,616 $339K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.01% Add +17.9% 4,600 $338K
IFG Advisory, LLC 0.02% No change 4,590 $337K
Advisors Asset Management, Inc. 0.01% Reduce -44.3% 4,569 $336K
S-Bank Fund Management Ltd 0.05% New 4,536 $333K
Cornerstone Wealth Management, LLC 0.02% No change 4,506 $331K
Graypoint LLC 0.02% New 4,499 $331K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -26.8% 4,498 $330K
Heartland Bank & Trust Co 0.15% Reduce -3.6% 4,396 $323K
Gallacher Capital Management LLC 0.15% New 4,392 $323K
Checchi Capital Advisers, LLC 0.02% Add +4.0% 4,334 $318K
CX Institutional 0.01% Reduce -1.6% 4,323 $318K
Hancock Whitney Corp. 0.01% Reduce -67.5% 4,328 $318K
Platform Technology Partners 0.08% Reduce -1.1% 4,311 $317K
Abacus Planning Group, Inc. 0.05% Add +47.1% 4,287 $315K
Graham Capital Wealth Management, LLC 0.35% Reduce -24.7% 4,277 $314K
Mountain Pacific Investment Advisers LLC 0.02% No change 4,252 $312K
Daymark Wealth Partners, LLC 0.01% Add +11.8% 4,247 $312K
Retireful, LLC 0.21% New 4,235 $311K
Diversify Advisory Services, LLC 0.01% Reduce -4.2% 4,440 $311K
West Family Investments, Inc. 0.08% Add +8.8% 4,215 $310K
Waverly Advisors, LLC 0.00% Add +1.6% 4,198 $308K
Hamilton Capital Partners Inc. 0.02% No change 4,171 $306K
Huntleigh Advisors, Inc. 0.06% Add +0.5% 4,108 $302K
Wexford Capital LP 0.08% No change 4,100 $301K
Moneta Group Investment Advisors LLC 0.00% Add +1.5% 4,099 $301K
MBB Public Markets I LLC 0.03% Reduce -17.8% 4,096 $301K
Sequoia Financial Advisors, LLC 0.00% Add +12.1% 4,088 $300K
Somerset Trust Co 0.10% Reduce -2.1% 4,087 $300K
Axq Capital, LP 0.10% Reduce -75.1% 4,054 $298K
Dynamic Advisor Solutions LLC 0.01% Add +2.8% 4,030 $296K
Longboard Asset Management, LP 0.72% No change 3,960 $291K
Nilsine Partners, LLC 0.03% Add +14.3% 3,894 $286K
Citizens Financial Group Inc. 0.00% Add +12.9% 3,856 $284K
Koshinski Asset Management, Inc. 0.02% Reduce -11.0% 3,859 $284K
Sowell Financial Services LLC 0.01% Reduce -3.9% 3,846 $283K
Summit Trail Advisors, LLC 0.00% New 3,842 $282K
FineMark National Bank & Trust 0.01% Add +6.9% 3,832 $282K
Profund Advisors LLC 0.01% Reduce -9.0% 3,826 $281K
Cullen/Frost Bankers, Inc. 0.00% Add +0.8% 3,825 $281K
IFP Advisors, Inc 0.01% Reduce -17.2% 3,804 $279K
ABLE Financial Group, LLC 0.07% Reduce -0.5% 3,799 $279K
BIP Wealth, LLC 0.02% No change 3,775 $277K
AlphaCore Capital LLC 0.01% New 3,737 $275K
Avestar Capital, LLC 0.02% Reduce -0.9% 3,713 $274K
Cornerstone Financial Group, LLC 0.23% Reduce -5.6% 3,727 $274K
Crestwood Advisors Group, LLC 0.00% Add +4.4% 3,721 $273K
Smith Shellnut Wilson LLC 0.12% No change 3,709 $273K
Caldwell Sutter Capital, Inc. 0.12% No change 3,700 $272K
Walleye Trading LLC 0.01% Reduce -92.4% 3,676 $270K
Fisher Asset Management 0.00% Reduce -6.7% 3,668 $270K
Chilton Capital Management LLC 0.01% No change 3,667 $269K
Parallel Advisors, LLC 0.01% Add +4.7% 3,616 $266K
Clarius Group, LLC 0.02% Add +0.9% 3,601 $265K
Concurrent Investment Advisors, LLC 0.01% Add +9.1% 3,596 $264K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -5.1% 3,570 $262K
Archer Investment Corp 0.06% Add +3171.6% 3,566 $262K
Significant Wealth Partners LLC 0.13% Reduce -13.6% 3,554 $261K
Global Wealth Management Investment Advisory, Inc. 0.05% No change 3,500 $257K
Whittier Trust Co. 0.00% Add +17.2% 3,499 $257K
Trust Asset Management LLC 0.02% No change 3,478 $256K
First Nebraska Trust Co 0.02% No change 3,465 $255K
Hutchens & Kramer Investment Management Group, LLC 0.12% Reduce -32.9% 3,467 $253K
Stratos Investment Management, LLC 0.01% Add +3.0% 3,414 $251K
Jackson Hole Capital Partners, LLC 0.05% No change 3,370 $248K
Iron Horse Wealth Management, LLC 0.07% No change 3,327 $244K
Arvest Bank Trust Division 0.01% Add +1.8% 3,321 $244K
Somerville Kurt F 0.04% Reduce -13.1% 3,310 $243K
Arthur M. Cohen & Associates, LLC 0.04% Add +10.0% 3,300 $242K
Fayez Sarofim & Co 0.00% No change 3,300 $242K
Hamilton Wealth, LLC 0.05% No change 3,290 $242K
Indie Asset Partners, LLC 0.44% No change 3,273 $240K
Maven Securities LTD 0.06% New 3,268 $240K
PUREfi Wealth, LLC 0.19% Add +11.7% 3,256 $239K
Evergreen Capital Management LLC 0.01% Add +9.5% 3,226 $237K
Aaron Wealth Advisors LLC 0.02% Add +5.8% 3,207 $236K
Gilbert & Cook, Inc. 0.03% Add +0.3% 3,197 $235K
Alpha Family Trust 0.12% No change 3,195 $235K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +10.0% 3,194 $235K
Nomura Holdings Inc. 0.00% Reduce -66.5% 3,176 $233K
Allworth Financial LP 0.00% Reduce -34.4% 3,175 $233K
D. E. Shaw & Co. 0.00% New 3,161 $232K
Three Magnolias Financial Advisors, LLC 0.16% No change 3,159 $232K
Summit Financial, LLC 0.01% New 3,135 $230K
Cigna Investments Inc. 0.04% Add +6.8% 3,119 $229K
Ascentis Wealth Management, LLC 0.06% Add +45.3% 3,140 $229K
Bayforest Capital Ltd 0.10% Reduce -82.9% 3,107 $228K
Keel Point, LLC 0.01% Reduce -17.6% 3,092 $227K
Blue Trust, Inc. 0.00% Reduce -6.6% 3,087 $227K
Lantz Financial LLC 0.06% Reduce -2.9% 3,085 $227K
C M Bidwell & Associates Ltd. 0.12% Add +0.1% 3,077 $226K
1ST Source Bank 0.01% Add +1.7% 3,075 $226K
Plan A Wealth LLC 0.13% Reduce -0.9% 3,009 $221K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,002 $221K
Fiduciary Trust Co 0.00% New 2,993 $220K
J.W. Cole Advisors, Inc. 0.00% New 2,981 $219K
Woodmont Investment Counsel LLC 0.01% Add +0.4% 2,944 $216K
Barnes Wealth Management Group, Inc 0.13% Reduce -1.9% 2,942 $216K
Trust Investment Advisors 0.13% New 2,894 $213K
Eagle Bay Advisors LLC 0.18% Reduce -4.5% 2,892 $212K
Cannell & Spears LLC 0.00% Add +0.5% 2,890 $212K
Atticus Wealth Management, LLC 0.06% New 2,863 $210K
Heritage Wealth Advisors 0.01% No change 2,863 $210K
ICONIQ Capital, LLC 0.00% Reduce -9.0% 2,840 $209K
Ami Investment Management Inc. 0.05% Reduce -8.0% 2,813 $207K
Barr E S & Co. 0.01% No change 2,812 $207K
Rehmann Capital Advisory Group 0.01% Reduce -8.9% 2,807 $206K
AIMZ Investment Advisors, LLC 0.07% Reduce -17.0% 2,800 $206K
Ipswich Investment Management Co., Inc. 0.05% Reduce -2.8% 2,797 $205K
Tiaa Trust, National Association 0.00% New 2,782 $204K
denkapparat Operations GmbH 0.16% New 2,776 $204K
Syon Capital LLC 0.01% New 2,772 $204K
Monument Capital Management 0.05% New 2,769 $203K
Lake Street Private Wealth, LLC 0.03% New 2,737 $201K
Brendel Financial Advisors LLC 0.11% New 2,737 $201K
Prospera Financial Services Inc 0.00% New 2,733 $201K
New Age Alpha Advisors, LLC 0.01% New 2,655 $195K
Cary Street Partners Investment Advisory LLC 0.09% Reduce -10.7% 2,606 $191K
AdvisorNet Financial, Inc 0.01% Reduce -23.8% 2,539 $187K
Sierra Ocean, LLC 0.13% No change 2,530 $186K
LRI Investments, LLC 0.02% No change 2,467 $181K
TD Waterhouse Canada Inc. 0.00% Add +108.3% 2,441 $178K
Geneos Wealth Management Inc. 0.00% Add +0.9% 2,413 $177K
Employees Retirement System of Texas 0.00% New 2,400 $176K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,196 $161K
Smartleaf Asset Management LLC 0.01% Reduce -57.5% 2,178 $157K
Transamerica Financial Advisors, LLC 0.01% Reduce -4.5% 2,042 $150K
Huntington National Bank 0.00% Add +17.1% 2,030 $149K
Steph & Co. 0.05% New 1,968 $145K
JFS Wealth Advisors, LLC 0.01% Add +0.7% 1,928 $142K
Acadian Asset Management LLC 0.00% Reduce -80.0% 1,905 $139K
Versant Capital Management, Inc 0.02% Add +11.7% 1,847 $136K
Federated Hermes, Inc. 0.00% Reduce -1.8% 1,709 $126K
St. Johns Investment Management Company, LLC 0.06% No change 1,687 $124K
Penserra Capital Management LLC 0.00% Reduce -77.7% 1,621 $119K
Spire Wealth Management 0.00% Reduce -60.4% 2,001 $118K
Eastern Bank 0.00% Reduce -3.8% 1,564 $115K
Anchor Investment Management, LLC 0.01% No change 1,545 $114K
Covestor Ltd 0.06% Reduce -9.2% 1,485 $110K
First Pacific Financial 0.02% No change 1,496 $110K
Pinnacle Financial Partners Inc 0.00% No change 1,467 $108K
Wilmington Savings Fund Society, FSB 0.00% Reduce -37.1% 1,450 $107K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -79.3% 1,431 $105K
FWL Investment Management, LLC 0.03% Reduce -6.8% 1,375 $101K
Harbor Investment Advisory, LLC 0.01% No change 1,350 $99K
Creative Financial Designs Inc. 0.01% Add +21.9% 1,346 $99K
Leonteq Securities AG 0.01% Reduce -24.2% 1,305 $96K
Cheviot Value Management, LLC 0.01% No change 1,350 $95K
Fortitude Family Office, LLC 0.03% Add +0.2% 1,288 $95K
Brooklyn Investment Group 0.01% Add +25.7% 1,273 $94K
Westpac Banking Corp. 0.01% No change 1,257 $92K
Clearstead Advisors, LLC 0.00% Add +9.9% 1,250 $92K
Whittier Trust Co. of Nevada Inc. 0.00% Add +4.4% 1,223 $90K
Pandora Wealth, Inc. 0.05% No change 1,167 $86K
Mascoma Wealth Management LLC 0.02% No change 1,125 $83K
Lanark Financial, Inc. 0.01% Add +322.6% 1,120 $82K
Evermay Wealth Management LLC 0.01% No change 1,110 $82K
Global Retirement Partners, LLC 0.00% — 1,107 $81K
Capital Advisors, Ltd. LLC 0.01% No change 1,061 $78K
Crowley Wealth Management, Inc. 0.07% No change 1,012 $74K
Duncker Streett & Co. Inc. 0.01% No change 1,012 $74K
CoreCap Advisors, LLC 0.00% Add +170.1% 994 $73K
MAI Capital Management 0.00% Add +16.5% 987 $73K
Manchester Capital Management LLC 0.01% No change 934 $69K
MassMutual Private Wealth & Trust, FSB 0.00% No change 909 $67K
MPWM Advisory Solutions, LLC 0.04% Reduce -46.4% 900 $66K
Cromwell Holdings LLC 0.04% Add +2.7% 899 $66K
MUFG Securities EMEA plc 0.00% New 885 $65K
First Horizon Advisors, Inc. 0.00% Add +77.4% 878 $65K
Sarver Vrooman Wealth Advisors 0.04% Reduce -31.9% 864 $63K
Sentry Investment Management LLC 0.03% No change 879 $62K
Pinnacle Bancorp, Inc. 0.02% No change 829 $61K
CYBER HORNET ETFs LLC 0.04% New 777 $57K
WPG Advisers, LLC 0.05% Reduce -22.8% 760 $56K
PFS Partners, LLC 0.03% Add +0.8% 733 $54K
Parkside Financial Bank & Trust 0.01% Add +15.5% 724 $53K
Total Investment Management Inc. 0.01% New 708 $52K
Hoese & Co LLP 0.04% No change 675 $50K
Colonial Trust Co / SC 0.01% No change 666 $49K
Optimum Investment Advisors 0.02% Reduce -69.4% 662 $49K
Trust Co 0.01% No change 657 $48K
Hemington Wealth Management 0.01% Add +3.3% 657 $48K
Raleigh Capital Management Inc. 0.02% Reduce -11.4% 646 $47K
REAP Financial Group, LLC 0.01% Add +148.2% 633 $46K
Coastline Trust Co 0.01% No change 622 $46K
Johnson Financial Group, Inc. 0.00% Reduce -57.8% 618 $45K
Whipplewood Advisors, LLC 0.02% Add +148.4% 616 $45K
Cary Street Partners Financial LLC 0.00% Add +691.9% 586 $43K
Keystone Global Partners, LLC 0.02% No change 582 $43K
Essential Partners LLC 0.01% — 509 $37K
N.E.W. Advisory Services LLC 0.00% No change 501 $37K
Armstrong Advisory Group, Inc. 0.00% Reduce -19.2% 500 $37K
CVA Family Office, LLC 0.00% Reduce -9.8% 477 $35K
Elevation Point Wealth Partners, LLC 0.00% New 460 $34K
Financial Management Professionals, Inc. 0.00% Add +0.7% 452 $33K
Larson Financial Group LLC 0.00% Add +249.2% 440 $32K
Garde Capital, Inc. 0.00% No change 424 $31K
CGC Financial Services, LLC 0.01% No change 421 $31K
Bogart Wealth, LLC 0.00% Add +1.8% 404 $30K
Deseret Mutual Benefit Administrators 0.01% No change 379 $28K
Pittenger & Anderson Inc. 0.00% No change 375 $28K
Physician Wealth Advisors, Inc. 0.00% No change 373 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 370 $27K
Twin Peaks Wealth Advisors, LLC 0.01% New 386 $27K
Hilltop National Bank 0.01% — 364 $27K
Bellwether Advisors, LLC 0.00% New 344 $25K
Prestige Wealth Management Group LLC 0.01% No change 341 $25K
Frazier Financial Advisors, LLC 0.02% No change 337 $25K
Clearstead Trust, LLC 0.00% Add +30.4% 313 $23K
Private Wealth Management Group, LLC 0.01% No change 300 $22K
Hantz Financial Services, Inc. 0.00% Add +36.3% 293 $22K
Zions Bancorporation, National Association 0.00% Reduce -0.4% 264 $19K
Westside Investment Management, Inc. 0.00% New 264 $19K
CENTRAL TRUST Co 0.00% Reduce -37.7% 256 $19K
Intelligent Financial Strategies 0.01% No change 231 $17K
Princeton Global Asset Management LLC 0.00% New 225 $17K
Bokf, NA 0.00% No change 220 $16K
Stuart Chaussee & Associates, Inc. 0.00% No change 217 $16K
Farmers & Merchants Investments Inc. 0.00% No change 204 $15K
Ameritas Advisory Services, LLC 0.00% New 202 $15K
Summit Securities Group LLC 0.01% New 201 $15K
Asset Dedication, LLC 0.00% No change 199 $15K
St Germain D J Co. Inc. 0.00% No change 199 $15K
Solstein Capital, LLC 0.01% New 194 $14K
Caitong International Asset Management Co., Ltd 0.01% Add +2287.5% 191 $14K
Harbor Capital Advisors, Inc. 0.00% New 186 $14K
Barnes Dennig Private Wealth Management LLC 0.02% New 190 $14K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +30.3% 185 $14K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.02% New 180 $13K
Quarry LP 0.00% Reduce -69.4% 178 $13K
Bruce G. Allen Investments, LLC 0.01% Reduce -9.2% 177 $13K
SRH Advisors, LLC 0.00% No change 163 $12K
Accredited Wealth Management, LLC 0.01% New 160 $12K
True Wealth Design, LLC 0.00% Add +8.8% 160 $12K
Global Wealth Strategies & Associates 0.00% No change 160 $12K
SouthState Bank Corp 0.00% Add +27.1% 155 $11K
LGT Financial Advisors LLC 0.03% Add +0.7% 138 $10K
NewSquare Capital LLC 0.00% Add +7.0% 138 $10K
GW&K Investment Management, LLC 0.00% No change 125 $9K
DT Investment Partners, LLC 0.00% No change 112 $8K
Park Place Capital Corp 0.00% Reduce -52.8% 111 $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 +2.9% 105 $8K
Wolff Wiese Magana LLC 0.00% No change 101 $7K
Tortoise Investment Management, LLC 0.00% Add +28.6% 99 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 108 $7K
Clark Wealth Partners 0.00% Reduce -12.8% 95 $7K
Foster Dykema Cabot & Partners, LLC 0.00% No change 93 $7K
ORG Partners LLC 0.00% New 84 $6K
Raffa Wealth Management, LLC 0.00% No change 81 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -18.6% 79 $6K
MorganRosel Wealth Management, LLC 0.00% No change 73 $5K
First Command Advisory Services, Inc. 0.00% No change 70 $5K
Innovative Advisory Group, LLC 0.00% No change 65 $5K
Howard Hughes Medical Institute 0.00% New 64 $5K
Maryland Capital Advisors Inc. 0.00% New 61 $4K
Family CFO Inc 0.00% New 60 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.4% 57 $4K
Avion Wealth 0.00% Add +27.1% 61 $4K
SBI Securities Co., Ltd. 0.00% Add +54.3% 54 $4K
Legacy Investment Solutions, LLC 0.00% — 53 $4K
Legacy Wealth Managment, LLC 0.00% Reduce -20.9% 53 $4K
Sachetta, LLC 0.00% No change 46 $3K
Cornerstone Planning Group LLC 0.00% Add +140.0% 48 $3K
First United Bank & Trust 0.00% No change 43 $3K
Horizon Financial Services, LLC 0.00% Add +82.6% 42 $3K
First PREMIER Bank 0.00% No change 43 $3K
WealthTrak Capital Management LLC 0.00% Add +33.3% 40 $3K
Hughes Financial Services, LLC 0.00% Add +22.6% 38 $3K
Financial Network Wealth Advisors LLC 0.00% Reduce -35.9% 34 $3K
Signature Resources Capital Management, LLC 0.00% New 34 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 31 $2K
Rosenberg Matthew Hamilton 0.00% No change 30 $2K
SJS Investment Consulting Inc. 0.00% Reduce -42.0% 29 $2K
Harvest Fund Management Co., Ltd 0.00% No change 31 $2K
Kilter Group LLC 0.00% New 27 $2K
Rise Advisors, LLC 0.00% Add +35.0% 27 $2K
Dunhill Financial, LLC 0.00% Reduce -3.7% 26 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $2K
Activest Wealth Management 0.00% Add +84.6% 24 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +90.9% 21 $2K
Carolina Wealth Advisors, LLC 0.00% No change 21 $2K
Pineridge Advisors LLC 0.00% New 18 $1K
Parkworth Wealth Management, Inc. 0.00% Add +88.9% 17 $1K
Stephens Consulting, LLC 0.00% New 16 $1K
Rialto Wealth Management, LLC 0.00% New 16 $1K
Bell Investment Advisors, Inc 0.00% No change 16 $1K
Principia Wealth Advisory, LLC 0.00% Add +40.0% 14 $1K
Valley National Advisers Inc. 0.00% New 14 $1K
Roble, Belko & Company, Inc 0.00% New 8 $1K
Smallwood Wealth Investment Management, LLC 0.00% New 13 $955
Wealth Preservation Advisors, LLC 0.00% No change 12 $882
HFM Investment Advisors, LLC 0.00% Add +57.1% 11 $808
GFG Capital, LLC 0.00% New 10 $735
American Capital Advisory, LLC 0.00% Add +125.0% 9 $662
Transce3nd, LLC 0.00% No change 9 $661
Aventura Private Wealth, LLC 0.00% No change 9 $661
Quaker Wealth Management, LLC 0.00% — 8 $588
Valued Wealth Advisors LLC 0.00% No change 6 $441
WestEnd Advisors, LLC 0.00% Reduce -33.3% 6 $441
Highline Wealth Partners LLC 0.00% New 5 $367
Rakuten Securities, Inc. 0.00% Reduce -81.8% 2 $147
SOA Wealth Advisors, LLC. 0.00% No change 1 $75
TFC Financial Management, Inc. 0.00% New 1 $74
Y.D. More Investments Ltd 0.00% Reduce -34.8% 277 $59

"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.