WR BerkleyWRB

13F holders, Q3 2025 (September 30)
934holders +11
91new positions
78sold out
11famous investors
$77.18avg. 13F price*

At the end of Q3 2025, 934 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 11 from Q2 2025. 91 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($1.9B) and State Street Corp. ($1.1B). 11 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 Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions91$742.3M
Exits78$185.3M

All 13F filers, Q2 2025 → Q3 2025: 16,198,966 shares bought and 20,101,690 shares sold, net −3,902,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 934 holders

Vanguard Group Inc. 0.04% Reduce -0.6% 36,723,753 $2.8B
BlackRock, Inc. 0.03% Reduce -1.8% 24,774,770 $1.9B
State Street Corp. 0.04% Add +1.0% 14,921,114 $1.1B
Morgan Stanley 0.05% Reduce -10.8% 11,804,567 $904.5M
Kayne Anderson Rudnick Investment Management LLC 1.77% Reduce -14.4% 9,494,438 $727.5M
Jefferies Financial Group Inc. 6.47% New 8,911,719 $682.8M
Geode Capital Management, LLC 0.04% Add +1.9% 8,344,255 $640.3M
Janus Henderson Group PLC 0.24% Reduce -14.6% 6,939,946 $531.7M
Principal Financial Group Inc. 0.20% Add +4.8% 5,241,509 $401.6M
JPMorgan Chase & Co. 0.02% Reduce -32.5% 4,913,540 $376.5M
Invesco Ltd. 0.06% Add +33.4% 4,892,799 $374.9M
First Trust Advisors LP 0.24% Add +6.6% 4,220,936 $323.4M
Wells Fargo & Company 0.06% Reduce -4.0% 3,905,144 $299.2M
Dimensional Fund Advisors LP 0.06% Add +21.5% 3,711,425 $284.3M
Northern Trust Corp. 0.03% Reduce -2.2% 3,013,045 $230.9M
Royal London Asset Management Ltd. 0.46% Add +0.9% 2,763,648 $211.8M
Polar Capital Holdings Plc 1.02% Reduce -6.0% 2,750,000 $210.7M
UBS Group AG 0.04% Reduce -0.6% 2,599,767 $199.2M
Bank of America Corp. 0.01% Reduce -4.2% 2,571,057 $197.0M
Corient Private Wealth LP 0.30% Add +219.1% 500,726 $190.4M
1832 Asset Management L.P. 0.31% Reduce -9.0% 2,397,170 $183.7M
Legal & General Group Plc 0.04% Add +2.3% 2,134,565 $163.6M
Charles Schwab Investment Management Inc. 0.02% Add +0.5% 1,857,890 $142.4M
Madison Asset Management, LLC 1.55% Reduce -1.2% 1,831,084 $140.3M
Bank of New York Mellon Corp 0.02% Add +0.8% 1,735,347 $133.0M
Royal Bank of Canada 0.02% Add +3.4% 1,701,715 $130.4M
Chilton Investment Co. Inc. 2.59% Add +1.6% 1,657,149 $127.0M
AQR Capital Management 0.08% Reduce -7.8% 1,648,913 $126.1M
Goldman Sachs Group Inc. 0.02% Add +36.2% 1,614,034 $123.7M
Raymond James Financial Inc. 0.03% Reduce -6.4% 1,321,830 $101.3M
EULAV Asset Management 2.31% No change 1,295,464 $99.3M
Truist Financial Corp. 0.13% Reduce -2.6% 1,287,224 $98.6M
Envestnet Asset Management Inc. 0.03% Reduce -8.9% 1,257,195 $96.3M
Confluence Investment Management LLC 1.35% Reduce -2.6% 1,231,537 $94.4M
Natixis Advisors, LLC 0.14% Add +9.0% 1,225,763 $93.9M
Barclays PLC 0.03% Reduce -13.3% 1,192,672 $91.4M
Dundas Partners LLP 6.39% Add +5.2% 1,181,601 $90.5M
Manufacturers Life Insurance Company, The 0.07% Reduce -42.2% 1,174,908 $90.0M
Anchor Capital Advisors LLC 2.56% Reduce -2.6% 1,153,341 $88.4M
California Public Employees Retirement System 0.05% Reduce -4.9% 1,119,552 $85.8M
Balyasny Asset Management L.P. 0.17% Reduce -57.8% 1,081,962 $82.9M
Maren Capital LLC 4.54% Add +0.8% 1,063,825 $81.5M
Brandes Investment Partners, LP 0.61% Reduce -3.6% 988,836 $75.8M
Cornerstone Investment Partners, LLC 3.09% Add +27.3% 965,942 $74.0M
Captrust Financial Advisors 0.15% Reduce -0.5% 953,454 $73.1M
Deutsche Bank AG 0.02% Add +3.5% 943,716 $72.3M
Swiss National Bank 0.04% Reduce -4.7% 874,762 $67.0M
Parnassus Investments, LLC 0.15% Reduce -3.8% 860,766 $66.0M
HSBC Holdings PLC 0.04% Reduce -28.1% 850,541 $65.0M
Stifel Financial Corp. 0.06% Reduce -6.0% 841,656 $64.5M
BloombergSen Inc. 4.76% Reduce -1.0% 732,567 $56.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.1% 728,744 $55.8M
Victory Capital Management Inc. 0.03% Reduce -33.0% 660,696 $50.6M
Rhumbline Advisers 0.04% Add +0.3% 658,775 $50.5M
Mraz, Amerine & Associates, Inc. 7.45% Reduce -1.3% 624,209 $47.8M
Nuveen, LLC 0.01% Reduce -6.4% 601,851 $46.1M
National Pension Service 0.04% Add +4.2% 600,522 $46.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +1.9% 593,119 $45.4M
Amundi 0.01% Reduce -22.5% 585,055 $45.0M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -47.0% 569,426 $43.6M
Aware Super Pty Ltd as trustee of Aware Super 0.57% No change 543,015 $41.6M
Freestone Grove Partners LP 0.29% Reduce -41.7% 500,158 $38.3M
BNP Paribas Financial Markets 0.03% Add +48.5% 474,064 $36.3M
Danske Bank A/S 0.09% Reduce -32.7% 468,269 $35.9M
Schroder Investment Management Group 0.03% Reduce -2.8% 445,267 $33.8M
T. Rowe Price Associates Inc. 0.00% Add +0.5% 438,818 $33.6M
Cerity Partners LLC 0.05% Add +20.9% 430,889 $33.0M
APG Asset Management N.V. 0.09% Reduce -4.0% 505,881 $33.0M
Public Employees Retirement Association of Colorado 0.12% No change 424,591 $32.5M
TD Asset Management Inc 0.03% Reduce -27.1% 405,061 $31.0M
Citigroup Inc. 0.02% Add +19.4% 395,036 $30.3M
Coho Partners, Ltd. 3.81% Reduce -43.1% 387,851 $29.7M
Holocene Advisors, LP 0.07% Reduce -4.0% 386,864 $29.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Reduce -25.1% 391,136 $29.4M
America First Investment Advisors, LLC 5.40% Reduce -1.5% 379,648 $29.1M
California State Teachers Retirement System 0.03% Reduce -6.2% 374,759 $28.7M
Alliancebernstein L.P. 0.01% Add +7.5% 356,257 $27.3M
Zacks Investment Management 0.21% Add +6.0% 338,745 $26.0M
Wallington Asset Management, LLC 3.16% Reduce -21.7% 318,468 $24.4M
Caisse de depot et placement du Quebec 0.04% Reduce -16.4% 317,944 $24.4M
Russell Investments Group, Ltd. 0.03% Reduce -12.8% 313,705 $24.0M
Stansberry Asset Management, LLC 2.53% Reduce -7.1% 312,205 $23.9M
State Board of Administration of Florida Retirement System 0.04% Reduce -14.9% 305,774 $23.4M
Cwm, LLC 0.07% Reduce -0.3% 305,711 $23.4M
American Century Companies Inc. 0.01% Reduce -36.3% 301,409 $23.1M
FMR LLC 0.00% Add +51.2% 288,627 $22.1M
Silvercrest Asset Management Group LLC 0.14% Add +46.6% 277,146 $21.2M
State of Wisconsin Investment Board 0.05% Reduce -12.3% 276,130 $21.2M
Stephens Inc. 0.26% Reduce -0.6% 268,998 $20.6M
New York State Teachers Retirement System 0.04% Add +3.5% 268,586 $20.6M
CANADA LIFE ASSURANCE Co 0.03% Add +1.2% 264,103 $20.1M
Fairholme Capital Management 1.62% No change 261,450 $20.0M
PhiloSmith Capital Corp 5.54% No change 260,381 $20.0M
Barlow Wealth Partners, LLC 2.22% Add +1.8% 265,705 $19.9M
Teacher Retirement System of Texas 0.08% Reduce -26.3% 256,516 $19.7M
LPL Financial LLC 0.01% Reduce -22.9% 255,280 $19.6M
Sei Investments Co. 0.02% Reduce -9.5% 254,168 $19.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +4.1% 253,102 $19.4M
National Bank of Canada 0.02% Reduce -18.8% 251,182 $19.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -5.4% 247,971 $19.0M
Bank of Montreal 0.01% Add +12.8% 246,262 $18.9M
Rockefeller Capital Management L.P. 0.04% Reduce -2.4% 244,267 $18.7M
Gilder Gagnon Howe & Co. LLC 0.19% Reduce -0.4% 242,297 $18.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +228.6% 241,783 $18.5M
Aviva PLC 0.03% Add +0.9% 236,267 $18.1M
Hutchinson Capital Management 3.11% Reduce -0.7% 234,504 $18.0M
Toronto Dominion Bank 0.03% Add +6.4% 231,955 $17.8M
Quantinno Capital Management LP 0.05% Add +31.5% 226,448 $17.4M
Pictet Asset Management Holding SA 0.02% Reduce -9.9% 226,178 $17.3M
Brandywine Global Investment Management, LLC 0.12% Add +0.2% 225,349 $17.3M
Janney Montgomery Scott LLC 0.04% Add +0.8% 214,889 $16.5M
Royce & Associates LP 0.16% Reduce -1.9% 213,582 $16.4M
Illinois Municipal Retirement Fund 0.21% Add +54.6% 212,800 $16.3M
Curi Capital, LLC 0.30% Add +0.1% 212,262 $16.3M
Gotham Asset Management 0.07% Add +82.4% 211,992 $16.2M
Isthmus Partners, LLC 1.91% Reduce -1.2% 211,271 $16.2M
Storebrand Asset Management As 0.04% Add +36.7% 210,597 $16.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +8.8% 202,243 $15.5M
Townsend & Associates, Inc 1.42% Add +3.1% 202,031 $15.0M
Mercer Global Advisors Inc. 0.02% Add +11.6% 189,732 $14.5M
Nisa Investment Advisors, LLC 0.06% Reduce -5.5% 188,255 $14.4M
Aberdeen Group plc 0.02% Reduce -0.8% 189,105 $14.4M
GHP Investment Advisors, Inc. 0.58% Reduce -2.2% 180,135 $13.8M
State of Tennessee, Department of Treasury 0.05% Add +41.1% 179,211 $13.7M
Franklin Resources Inc. 0.00% Reduce -24.4% 171,460 $13.3M
Prudential Financial Inc. 0.02% Reduce -2.4% 168,972 $12.9M
KLP Kapitalforvaltning As 0.05% Add +49.1% 163,079 $12.5M
New York State Common Retirement Fund 0.02% Add +0.4% 159,812 $12.2M
Hudson Bay Capital Management LP 0.08% Add +2.2% 153,560 $11.8M
Speece Thorson Capital Group Inc. 2.34% Reduce -1.1% 153,169 $11.7M
Korea Investment CORP 0.02% Reduce -25.1% 153,033 $11.7M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.5% 152,922 $11.7M
Ensign Peak Advisors, Inc 0.02% Reduce -18.4% 152,827 $11.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +177.7% 143,518 $11.2M
Frontier Capital Management Co. LLC 0.10% Reduce -2.9% 145,453 $11.1M
Swiss Life Asset Management Ltd 0.06% Reduce -13.5% 143,394 $11.0M
Gabelli Funds LLC 0.07% Reduce -2.7% 141,488 $10.8M
Asset Management One Co., Ltd. 0.03% Add +2.2% 138,339 $10.6M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.0% 137,565 $10.5M
Moran Wealth Management, LLC 0.31% New 135,541 $10.4M
Treasurer of the State of North Carolina 0.03% Reduce -8.0% 130,465 $10.0M
KBC Group NV 0.02% Add +4.8% 130,013 $10.0M
Pinebridge Investments, L.P. 0.07% Reduce -39.1% 128,897 $9.9M
Corbyn Investment Management Inc. 4.47% Reduce -1.3% 128,223 $9.8M
Intech Investment Management LLC 0.09% Reduce -16.1% 127,006 $9.7M
Benjamin Edwards Inc. 0.11% Add +0.6% 126,468 $9.7M
Means Investment Co., Inc. 0.84% Add +0.0% 126,463 $9.7M
Allianz Asset Management GmbH 0.01% Reduce -31.7% 125,461 $9.6M
HighTower Advisors, LLC 0.01% Reduce -1.6% 124,897 $9.6M
Eagle Capital Management LLC 0.03% Reduce -0.1% 123,547 $9.5M
Ameriprise Financial Inc. 0.00% Add +1.0% 117,827 $9.0M
Financial Strategies Group, Inc. 1.69% Add +10.8% 123,651 $8.9M
Burney Co./ 0.28% Reduce -1.1% 115,070 $8.8M
Assetmark, Inc. 0.02% Add +9.3% 114,108 $8.7M
Mn Services Vermogensbeheer B.V. 0.06% No change 112,550 $8.6M
Thrivent Financial for Lutherans 0.02% Add +13.0% 109,408 $8.4M
Creative Planning 0.01% Add +24.2% 109,203 $8.4M
Daiichi Life Insurance Co., Ltd. 0.21% Add +17.5% 107,967 $8.3M
Andra AP-fonden 0.10% Reduce -30.1% 106,000 $8.1M
Osaic Holdings, Inc. 0.01% Add +109.0% 108,098 $8.1M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Add +12.3% 104,659 $8.0M
Man Group plc 0.02% Reduce -16.8% 103,519 $7.9M
State of New Jersey Common Pension Fund D 0.03% Add +3.5% 101,664 $7.8M
Mattern Capital Management, LLC 0.92% Add +25.1% 101,601 $7.8M
Bank of Nova Scotia 0.01% Reduce -41.7% 100,884 $7.7M
Nomura Asset Management Co. Ltd. 0.02% Add +0.8% 100,650 $7.7M
Eagle Rock Investment Company, LLC 1.14% Add +30.9% 100,056 $7.7M
7G Capital Management, LLC 4.91% No change 100,000 $7.7M
Verdence Capital Advisors LLC 0.44% Add +31.1% 101,679 $7.7M
Rafferty Asset Management, LLC 0.02% Add +0.1% 99,718 $7.6M
Vestmark Advisory Solutions, Inc. 0.14% Add +3.0% 98,459 $7.5M
Commonwealth Equity Services, LLC 0.01% Reduce -31.8% 92,499 $7.1M
New Vernon Investment Management LLC 6.59% No change 92,206 $7.1M
NewEdge Wealth, LLC 0.10% Reduce -1.7% 93,772 $7.0M
Gateway Investment Advisers LLC 0.07% Add +0.5% 91,104 $7.0M
Public Employees Retirement System of Ohio 0.02% Reduce -6.4% 90,653 $6.9M
Atria Investments, Inc 0.08% Reduce -10.2% 90,347 $6.9M
Arizona State Retirement System 0.04% Add +1.1% 89,654 $6.9M
Dakota Wealth Management 0.14% Add +17.1% 89,375 $6.8M
Citadel Advisors 0.01% Add +389.0% 89,006 $6.8M
Los Angeles Capital Management LLC 0.02% Add +0.6% 88,722 $6.8M
GAMCO Investors 0.07% Reduce -4.9% 87,490 $6.7M
State of Michigan Retirement System 0.03% Reduce -0.6% 85,219 $6.5M
DekaBank Deutsche Girozentrale 0.01% No change 85,269 $6.4M
Credit Agricole S A 0.02% — 83,085 $6.4M
Annandale Capital, LLC 1.12% Add +0.3% 82,529 $6.3M
O'shaughnessy Asset Management, LLC 0.04% Add +5.1% 81,935 $6.3M
Vest Financial, LLC 0.08% Add +16.8% 81,647 $6.3M
Montag A & Associates Inc. 0.29% Reduce -2.3% 80,687 $6.2M
Vident Advisory, LLC 0.06% Add +122.8% 80,637 $6.2M
Baxter Bros Inc. 0.71% Reduce -3.4% 80,144 $6.1M
Comerica Bank 0.02% Add +5.4% 80,133 $6.1M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +0.5% 79,507 $6.1M
Point72 Asset Management 0.01% New 79,089 $6.1M
Erste Asset Management GmbH 0.06% Reduce -41.0% 77,719 $5.9M
Cetera Investment Advisers 0.01% Add +24.4% 77,099 $5.9M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -87.3% 77,035 $5.9M
Butensky & Cohen Financial Security, Inc. 1.64% Add +0.5% 76,842 $5.9M
Canada Pension Plan Investment Board 0.00% No change 76,500 $5.9M
Czech National Bank 0.04% Add +3.9% 76,103 $5.8M
Handelsbanken Fonder AB 0.02% Add +11.5% 75,461 $5.8M
Gillson Capital LP 0.49% New 74,227 $5.7M
MetLife Investment Management, LLC 0.03% New 74,186 $5.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.1% 71,955 $5.5M
Forsta Ap-Fonden 0.03% Reduce -2.9% 71,150 $5.5M
Henshaw Capital LLC 0.20% Reduce -0.2% 69,570 $5.3M
Voya Investment Management LLC 0.01% Reduce -23.1% 69,254 $5.3M
Advisory Services Network, LLC 0.08% Add +15.2% 68,710 $5.3M
Daiwa Securities Group Inc. 0.02% Reduce -1.9% 68,544 $5.3M
DNB Asset Management AS 0.02% Add +0.7% 66,885 $5.1M
Verition Fund Management LLC 0.03% Add +4.2% 66,278 $5.1M
Pathstone Holdings, LLC 0.02% Reduce -6.3% 65,945 $5.1M
Patton Fund Management, Inc. 0.90% Add +164.5% 65,056 $5.0M
Mariner, LLC 0.01% Reduce -41.6% 64,728 $5.0M
Public Sector Pension Investment Board 0.02% Add +4.6% 64,633 $5.0M
Focus Partners Wealth 0.01% Reduce -2.6% 64,391 $4.9M
Retirement Systems of Alabama 0.02% Reduce -0.6% 63,919 $4.9M
&partners 0.03% Add +1.0% 63,256 $4.8M
Dean Investment Associates, LLC 0.68% Add +6.6% 62,847 $4.8M
Manning & Napier Advisors LLC 0.06% Reduce -46.3% 62,343 $4.8M
PNC Financial Services Group, Inc. 0.00% Add +0.7% 61,958 $4.7M
ProShare Advisors LLC 0.01% Reduce -15.6% 60,962 $4.7M
Markel Group 0.04% No change 60,750 $4.7M
Mackenzie Financial Corp. 0.01% Reduce -23.7% 58,483 $4.5M
Amalgamated Bank 0.03% Reduce -2.5% 58,223 $4.5M
State of Alaska, Department of Revenue 0.04% Reduce -2.9% 57,483 $4.4M
Asset Management Group, Inc. 0.71% Reduce -1.2% 56,638 $4.3M
Otter Creek Advisors, LLC 4.30% Add +48.5% 56,568 $4.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +812.4% 56,415 $4.3M
Panagora Asset Management Inc. 0.02% Add +133.9% 55,860 $4.3M
IFM Investors Pty Ltd 0.04% Add +0.7% 55,681 $4.2M
Brevan Howard Capital Management LP 0.06% Add +23.9% 55,139 $4.2M
Kestra Advisory Services, LLC 0.02% Add +221.9% 54,699 $4.2M
KLCM Advisors, Inc. 0.42% No change 54,523 $4.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +4.2% 54,216 $4.2M
Independent Advisor Alliance 0.11% Reduce -19.3% 53,391 $4.1M
Intrepid Capital Management Inc. 1.99% Reduce -0.1% 53,097 $4.1M
Fairman Group, LLC 3.28% No change 53,087 $4.1M
Robeco Institutional Asset Management B.V. 0.01% Reduce -21.4% 52,604 $4.0M
NEOS Investment Management LLC 0.03% Add +106.2% 52,240 $4.0M
Griffin Asset Management, Inc. 0.45% No change 51,725 $4.0M
Illumine Investment Management, LLC 2.79% Reduce -0.8% 51,035 $3.9M
Elevate Capital Advisors, LLC 2.64% Reduce -1.9% 49,424 $3.8M
AlphaQuest LLC 0.25% New 49,105 $3.8M
Thrive Capital Management, LLC 0.96% Add +69.0% 48,733 $3.7M
Xponance LLC 0.03% Add +6.9% 48,707 $3.7M
AXA Investment Managers S.A. 0.01% — 48,321 $3.7M
Police & Firemen's Retirement System of New Jersey 0.03% Add +4.6% 48,220 $3.7M
Utah Retirement Systems 0.04% Reduce -1.4% 48,202 $3.7M
Stance Capital LLC 1.35% Add +376.1% 48,119 $3.7M
Caldwell Trust Co 0.34% Add +9.5% 47,276 $3.6M
CIBC Asset Management Inc 0.01% Add +0.2% 46,876 $3.6M
Sound View Wealth Advisors Group, LLC 0.25% Reduce -0.1% 46,766 $3.6M
Ameritas Investment Partners, Inc. 0.11% Reduce -3.5% 46,192 $3.5M
USS Investment Management Ltd 0.02% No change 46,170 $3.5M
Godshalk Welsh Capital Management, Inc. 2.02% Reduce -0.4% 45,919 $3.5M
Agf Management Ltd. 0.02% Add +11.4% 45,631 $3.5M
Ethic Inc. 0.06% Reduce -1.1% 45,271 $3.5M
Yousif Capital Management, LLC 0.04% Add +19.6% 44,485 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.6% 43,618 $3.3M
Wellington Management Group LLP 0.00% Reduce -69.9% 43,339 $3.3M
MML Investors Services, LLC 0.01% Reduce -10.0% 43,031 $3.3M
SteelPeak Wealth, LLC 0.11% Add +24.2% 42,311 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +5.3% 41,543 $3.2M
Susquehanna Fundamental Investments, LLC 0.13% Reduce -54.9% 41,801 $3.2M
CIBC Private Wealth Group LLC 0.01% Add +2.1% 41,757 $3.2M
CIBC Bancorp USA Inc. 0.02% — 41,478 $3.2M
Belpointe Asset Management LLC 0.12% Add +0.0% 41,247 $3.2M
Elo Mutual Pension Insurance Co 0.05% Add +61.9% 40,791 $3.1M
New York Life Investment Management LLC 0.03% Reduce -0.2% 40,666 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -9.6% 40,368 $3.1M
Greenline Partners, LLC 0.37% Add +0.3% 39,448 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.1% 39,228 $3.0M
Nissay Asset Management Corp. /Japan 0.02% Add +1.2% 39,197 $3.0M
UniSuper Management Pty Ltd 0.02% Add +8.9% 38,761 $3.0M
Hilltop Holdings Inc. 0.16% New 38,718 $3.0M
Tealwood Asset Management Inc. 1.19% Reduce -3.1% 38,506 $3.0M
Ostrum Asset Management 0.13% Add +21.9% 37,123 $2.8M
Horizon Investments, LLC 0.04% Reduce -6.3% 37,069 $2.8M
Scotia Capital Inc. 0.01% Add +23.0% 36,687 $2.8M
Agate Pass Investment Management, LLC 1.06% Reduce -0.4% 36,526 $2.8M
TD Private Client Wealth LLC 0.06% Reduce -10.7% 36,059 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.1% 35,984 $2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.3% 35,446 $2.7M
SeaBridge Investment Advisors LLC 0.44% Add +8.9% 35,402 $2.7M
QRG Capital Management, Inc. 0.03% Reduce -79.8% 35,193 $2.7M
Insight Inv LLC 1.56% Add +8.4% 34,730 $2.7M
Alamar Capital Management, LLC 1.40% Reduce -34.2% 34,599 $2.7M
Macquarie Group Ltd. 0.00% Reduce -10.4% 34,423 $2.6M
Oregon Public Employees Retirement Fund 0.03% Add +32.1% 34,200 $2.6M
OP Asset Management Ltd 0.03% No change 33,433 $2.6M
Neuberger Berman Group LLC 0.00% Reduce -8.8% 33,418 $2.6M
Willow Creek Wealth Management Inc. 0.21% No change 33,010 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -5.5% 32,481 $2.5M
Cibc World Market Inc. 0.01% Add +3.1% 32,264 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +17.6% 32,255 $2.5M
Dean Capital Management 0.96% No change 32,157 $2.5M
Coldstream Capital Management Inc. 0.03% Add +310.9% 31,697 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -14.3% 31,597 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +133.5% 31,520 $2.4M
Resources Management Corp. /CT/ 0.31% Add +2.8% 31,497 $2.4M
Leavell Investment Management, Inc. 0.10% No change 31,327 $2.4M
Brighton Jones LLC 0.06% Reduce -4.1% 31,247 $2.4M
Mgo One Seven LLC 0.06% Add +7.8% 31,076 $2.4M
Achmea Investment Management B.V. 0.03% Add +10.4% 30,417 $2.3M
Wbi Investments, LLC 0.59% Reduce -26.3% 30,242 $2.3M
Callan Family Office, LLC 0.07% Reduce -15.5% 29,489 $2.3M
Applied Capital LLC 1.61% No change 29,397 $2.3M
Nordea Investment Management AB 0.00% Add +8.2% 29,418 $2.2M
Two Sigma Investments, LP 0.00% Add +115.5% 29,024 $2.2M
Tobam 0.79% Reduce -61.8% 28,440 $2.2M
Tredje AP-fonden 0.02% Reduce -42.5% 28,298 $2.2M
NorthCoast Asset Management LLC 0.01% Add +15.0% 27,255 $2.1M
Argent Trust Co 0.07% Add +25.4% 27,255 $2.1M
Virtus Investment Advisers, LLC 0.59% Add +37.1% 26,947 $2.1M
NFSG Corp 0.30% Add +18.3% 26,123 $2.0M
Beacon Pointe Advisors, LLC 0.02% Add +12.7% 25,691 $2.0M
Elm3 Financial Group, LLC 1.61% Reduce -3.8% 25,686 $2.0M
American Trust 0.16% Reduce -0.1% 25,125 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +682.3% 24,985 $1.9M
Sierra Legacy Group 1.41% No change 24,910 $1.9M
Grace & White Inc. 0.34% No change 24,869 $1.9M
Parsons Capital Management Inc. 0.11% Reduce -0.2% 24,176 $1.9M
Pacer Advisors, Inc. 0.00% Reduce -1.0% 24,125 $1.8M
Personal Cfo Solutions, LLC 0.32% Reduce -0.1% 24,067 $1.8M
SG Americas Securities, LLC 0.01% Reduce -44.8% 24,013 $1.8M
Wealthfront Advisers LLC 0.00% Add +11.2% 23,935 $1.8M
Crossmark Global Holdings, Inc. 0.03% Add +0.4% 23,867 $1.8M
Elgethun Capital Management 0.33% Add +0.0% 24,067 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,600 $1.8M
Bleakley Financial Group, LLC 0.04% Reduce -4.8% 23,516 $1.8M
Avanza Fonder AB 0.05% No change 23,307 $1.8M
Stonegate Management LLC 1.17% — 23,000 $1.8M
D.A. Davidson & Co. 0.01% Reduce -4.4% 22,440 $1.7M
Pullen Investment Management, LLC 0.91% Add +0.2% 22,031 $1.7M
Prospera Financial Services Inc 0.03% Add +705.6% 22,017 $1.7M
Empire Financial Management Company, LLC 0.39% Add +28.9% 21,943 $1.7M
Diversify Wealth Management, LLC 0.10% Add +1.3% 23,406 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.70% Add +0.4% 21,740 $1.7M
Arax Advisory Partners 0.02% Add +222.8% 21,713 $1.7M
Skba Capital Management LLC 0.23% Add +9.0% 21,701 $1.7M
Millennium Management 0.00% Reduce -65.0% 21,628 $1.7M
DAVENPORT & Co LLC 0.01% Reduce -5.7% 21,603 $1.7M
Citizens National Bank Trust Department 0.29% Reduce -4.9% 21,492 $1.6M
Granite Bay Wealth Management, LLC 0.42% New 21,210 $1.6M
Nicholson Wealth Management Group, LLC 0.95% Add +126.3% 21,200 $1.6M
Towne Trust Company, N.A 0.52% Add +6.5% 20,821 $1.6M
Parr McKnight Wealth Management Group, LLC 0.21% Add +1.4% 20,658 $1.6M
Sage Capital Advisors,llc 0.37% Reduce -1.1% 20,475 $1.6M
Mizuho Securities USA LLC 0.03% Add +5.3% 21,824 $1.6M
Investment Planning Advisors, Inc. 0.48% No change 20,007 $1.5M
Private Advisor Group, LLC 0.01% Add +5.6% 19,995 $1.5M
Delphi Management Inc. 1.42% Add +0.2% 19,952 $1.5M
Stegent Equity Advisors, Inc. 1.24% Reduce -3.1% 19,894 $1.5M
Tema ETFs LLC 0.13% New 19,819 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -8.3% 19,705 $1.5M
Aurdan Capital Management, LLC 0.48% Reduce -44.5% 19,689 $1.5M
Candriam S.C.A. 0.01% No change 19,125 $1.5M
Resonant Capital Advisors, LLC 0.09% Reduce -1.5% 19,043 $1.5M
US Bancorp \de 0.00% Reduce -4.8% 19,014 $1.5M
Sepio Capital, LP 0.09% Add +5.2% 18,831 $1.4M
Lido Advisors, LLC 0.01% Add +11.8% 18,793 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +17.6% 18,565 $1.4M
Merit Financial Group, LLC 0.01% Reduce -2.0% 18,485 $1.4M
Rothschild Investment LLC 0.08% Reduce -2.2% 18,365 $1.4M
Kentucky Retirement Systems 0.04% Reduce -3.2% 18,218 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 18,159 $1.4M
Almanack Investment Partners, LLC. 0.21% Reduce -4.0% 18,145 $1.4M
HM Payson & Co. 0.02% No change 18,033 $1.4M
Sterling Capital Management LLC 0.02% Reduce -12.9% 17,941 $1.4M
Hartford Investment Management Co. 0.04% Reduce -2.5% 17,929 $1.4M
Invst, LLC 0.16% Add +0.3% 17,887 $1.4M
Pensionfund Sabic 0.37% No change 17,850 $1.4M
Rakuten Investment Management, Inc. 0.00% — 60,609 $1.4M
JSF Financial, LLC 0.29% New 17,319 $1.3M
DRW Securities, LLC 0.07% New 17,178 $1.3M
Trust Co. of Vermont 0.06% Reduce -1.7% 17,126 $1.3M
Norinchukin Bank, The 0.02% Add +1.6% 17,088 $1.3M
Brown, Lisle/Cummings, Inc. 0.33% No change 16,780 $1.3M
W1M Investment Management Ltd 0.02% No change 16,700 $1.3M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -1.0% 16,450 $1.3M
Savant Capital, LLC 0.01% Reduce -2.0% 16,277 $1.2M
Wedbush Securities Inc. 0.04% Reduce -5.5% 16,072 $1.2M
Jane Street Group, LLC 0.00% New 15,941 $1.2M
Metis Global Partners, LLC 0.03% Reduce -5.2% 15,929 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 15,700 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.8% 15,643 $1.2M
Fairfield, Bush & Co. 0.61% Add +0.5% 15,461 $1.2M
Ancora Advisors LLC 0.02% Reduce -18.0% 15,425 $1.2M
Ballentine Partners, LLC 0.02% Add +1.2% 15,306 $1.2M
DF Dent & Co. Inc. 0.02% No change 15,290 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% No change 15,148 $1.2M
Edgestream Partners, L.P. 0.03% New 15,010 $1.2M
Maryland State Retirement & Pension System 0.02% No change 14,759 $1.1M
Axq Capital, LP 0.43% Add +264.0% 14,757 $1.1M
Praxis Investment Management Inc. 0.07% No change 14,737 $1.1M
Wolverine Trading, LLC 0.02% New 14,733 $1.1M
M&T Bank Corp 0.00% Reduce -30.4% 14,597 $1.1M
Tidal Investments LLC 0.00% Reduce -20.5% 14,498 $1.1M
XTX Topco Ltd 0.06% New 14,455 $1.1M
Citadel Investment Advisory, Inc. 0.51% Add +61.9% 14,453 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -7.7% 14,416 $1.1M
Inspire Advisors, LLC 0.10% Add +3.5% 14,220 $1.1M
Investment Management Corp of Ontario 0.02% Add +92.1% 14,220 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% No change 14,775 $1.1M
Aptus Capital Advisors, LLC 0.01% Reduce -21.7% 14,143 $1.1M
Summit Trail Advisors, LLC 0.01% Add +267.1% 14,103 $1.1M
Great Lakes Advisors, LLC 0.01% Reduce -0.8% 14,042 $1.1M
ING Groep NV 0.01% Reduce -3.2% 14,033 $1.1M
Kornitzer Capital Management Inc. 0.02% Reduce -4.3% 14,022 $1.1M
Ossiam 0.01% Reduce -33.7% 14,001 $1.1M
Exchange Traded Concepts, LLC 0.01% Reduce -26.9% 13,873 $1.1M
Convergence Investment Partners, LLC 0.24% Reduce -25.4% 13,731 $1.1M
Bessemer Group Inc. 0.00% Add +15.2% 13,666 $1.0M
New Mexico Educational Retirement Board 0.03% Reduce -3.5% 13,575 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -29.8% 13,561 $1.0M
Bellevue Asset Management, LLC 0.48% No change 13,516 $1.0M
Lombard Odier Asset Management (Switzerland) SA 0.05% Add +31.1% 39,572 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.06% Add +2.2% 13,487 $1.0M
Park Avenue Securities LLC 0.01% Reduce -5.4% 13,477 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.6% 13,602 $1.0M
Compass Wealth Management LLC 0.23% No change 13,331 $1.0M
Impact Capital Partners LLC 0.31% Reduce -6.1% 13,244 $1.0M
Venturi Wealth Management, LLC 0.05% Add +0.5% 13,168 $1.0M
Caisse Des Depots Et Consignations 0.04% No change 13,103 $1.0M
JT Stratford LLC 0.13% Reduce -40.3% 12,995 $996K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +15.8% 12,977 $994K
Apollon Wealth Management, LLC 0.02% Add +130.7% 12,843 $984K
Orion Porfolio Solutions, LLC 0.01% Reduce -9.7% 12,819 $982K
Kepler Cheuvreux (Suisse) SA 0.05% — 12,741 $976K
Nomura Holdings Inc. 0.01% Add +297.6% 12,629 $968K
Board of the Pension Protection Fund 0.95% Add +106.6% 12,600 $965K
Integrated Wealth Concepts LLC 0.01% Reduce -45.6% 12,487 $957K
Vontobel Holding Ltd. 0.00% Reduce -21.5% 12,440 $953K
Empowered Funds, LLC 0.01% Reduce -60.6% 12,408 $951K
Cushing Capital Partners, LLC 0.74% New 12,408 $951K
Mount Lucas Management LP 0.43% Reduce -2.7% 12,396 $950K
LVW Advisors, LLC 0.10% Reduce -13.2% 12,384 $949K
Swedbank AB 0.00% No change 12,376 $948K
Strategy Asset Managers LLC 0.17% Add +132.3% 12,362 $947K
Ashton Thomas Private Wealth, LLC 0.02% Add +101.6% 12,233 $937K
GAMMA Investing LLC 0.05% Add +8.5% 12,173 $933K
Adalta Capital Management LLC 0.42% Add +47.9% 12,085 $926K
Thompson Siegel & Walmsley LLC 0.01% No change 11,929 $914K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.8% 11,862 $909K
Cumberland Partners Ltd 0.06% No change 11,765 $901K
Faithward Advisors, LLC 0.13% Reduce -1.4% 11,622 $891K
HB Wealth Management, LLC 0.01% Reduce -0.7% 11,555 $885K
Net Worth Advisory Group 0.25% Reduce -14.6% 11,300 $866K
NCM Capital Management, LLC 0.33% No change 11,259 $863K
Allstate Corp. 0.02% New 11,225 $860K
Impact Partnership Wealth, LLC 0.13% Add +31.0% 11,134 $853K
OMERS ADMINISTRATION Corp 0.01% No change 11,049 $847K
UMB Bank, n.a. 0.01% Reduce -10.8% 11,006 $843K
Vise Technologies, Inc. 0.03% Add +4.5% 10,970 $841K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -44.2% 10,911 $836K
Everpar Advisors LLC 0.33% Reduce -1.3% 10,804 $828K
Empower Advisory Group, LLC 0.00% Add +0.2% 10,758 $824K
Dark Forest Capital Management LP 0.03% Reduce -82.0% 10,729 $822K
Murphy Pohlad Asset Management LLC 0.32% No change 10,562 $809K
Farther Finance Advisors, LLC 0.01% Add +18.2% 10,544 $808K
Empirical Finance, LLC 0.04% Add +1.0% 10,538 $807K
OneDigital Investment Advisors LLC 0.01% Add +0.5% 10,380 $795K
Cobblestone Capital Advisors LLC 0.04% No change 10,320 $791K
Advisory Alpha, LLC 0.02% Add +95.1% 10,307 $785K
L2 Asset Management, LLC 0.11% Add +2.8% 10,239 $785K
Gifford Fong Associates 0.16% No change 10,125 $776K
Coastal Bridge Advisors, LLC 0.06% Reduce -0.3% 10,123 $776K
Keb Asset Management, LLC 0.17% No change 9,974 $764K
Procyon Advisors, LLC 0.05% Reduce -13.1% 9,960 $763K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.0% 9,950 $762K
United Capital Financial Advisors, LLC 0.01% Add +38.9% 9,878 $757K
Obsidian Cio, LLC 0.10% New 9,866 $756K
Commerce Bank 0.00% Reduce -6.1% 9,665 $741K
Trueblood Wealth Management, LLC 0.29% Add +28.0% 9,633 $738K
Tudor Investment Corporation 0.00% New 9,583 $734K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 9,551 $732K
Blair William & Co. 0.00% Add +0.9% 9,495 $728K
CreativeOne Wealth, LLC 0.02% Add +71.0% 9,493 $727K
King Luther Capital Management Corp. 0.00% No change 9,426 $722K
NewEdge Advisors, LLC 0.00% Reduce -4.2% 9,416 $721K
Baader Bank Aktiengesellschaft 0.06% Add +0.6% 9,380 $717K
Bradley Foster & Sargent Inc. 0.01% No change 9,335 $715K
Fort Washington Investment Advisors Inc. 0.00% Add +9.8% 9,264 $710K
Heritage Family Offices, LLP 0.33% Reduce -10.1% 9,188 $704K
Natixis 0.00% Reduce -11.5% 9,183 $704K
Rydar Equities, Inc. 0.56% Add +17.9% 9,190 $693K
ASR Vermogensbeheer N.V. 0.01% Reduce -1.0% 9,015 $691K
Tectonic Advisors LLC 0.04% Add +0.8% 8,996 $689K
Wedmont Private Capital 0.03% Reduce -10.0% 8,863 $689K
HBK Sorce Advisory LLC 0.02% Reduce -22.2% 9,018 $689K
Empirical Asset Management, LLC 0.19% Reduce -22.8% 8,905 $682K
Siemens Fonds Invest GmbH 0.04% Reduce -0.1% 8,892 $681K
Silver Oak Securities, Incorporated 0.05% Reduce -6.8% 8,753 $671K
iA Global Asset Management Inc. 0.01% Add +18.4% 8,717 $668K
Two Sigma Advisers, LP 0.00% Add +16.4% 8,525 $653K
Fifth Third Bancorp 0.00% Reduce -0.1% 8,494 $651K
Arbor Investment Advisors, LLC 0.08% New 8,488 $650K
SummitTX Capital, L.P. 0.03% Add +67.9% 8,479 $650K
Vestcor Inc 0.02% No change 8,467 $649K
Eagle Harbor Asset Management Inc. 0.56% Reduce -8.3% 8,468 $649K
Equitable Holdings, Inc. 0.00% Add +16.4% 8,450 $647K
Transatlantique Private Wealth LLC 0.21% Reduce -2.5% 8,400 $644K
Ritholtz Wealth Management 0.01% Reduce -0.7% 8,331 $638K
Wealth Alliance, LLC 0.07% Reduce -0.8% 8,319 $637K
Baird Financial Group, Inc. 0.00% Add +5.4% 8,287 $635K
YHB Investment Advisors, Inc. 0.05% Reduce -0.9% 8,261 $633K
Trustmark Bank Trust Department 0.04% Add +11.8% 8,101 $621K
Caprock Group, LLC 0.02% — 8,650 $620K
Mufg Securities Americas Inc. 0.04% Add +21.6% 8,080 $619K
Avior Wealth Management, LLC 0.02% Reduce -0.3% 8,068 $618K
DORVAL Corp 0.20% Add +0.1% 8,045 $616K
Squarepoint Ops LLC 0.00% Reduce -0.8% 7,992 $612K
Principal Securities, Inc. 0.01% Reduce -4.9% 7,973 $611K
Brown Advisory Inc. 0.00% Reduce -0.0% 7,918 $607K
Brown Brothers Harriman & Co. 0.00% Reduce -1.2% 7,810 $598K
Fiduciary Alliance LLC 0.04% Reduce -5.0% 7,751 $594K
IHT Wealth Management, LLC 0.01% Reduce -1.1% 7,659 $587K
Pitcairn Co. 0.05% Reduce -50.8% 7,653 $586K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -4.4% 7,636 $585K
Bard Financial Services, Inc. 0.06% No change 7,590 $582K
Aurelius Family Office LLC 0.26% No change 7,519 $576K
Sagespring Wealth Partners, LLC 0.01% Reduce -2.7% 7,505 $575K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -38.4% 7,485 $574K
Lazard Asset Management LLC 0.00% Reduce -69.7% 7,472 $573K
Tufton Capital Management 0.10% No change 7,425 $568K
Advisors Capital Management, LLC 0.01% New 7,393 $567K
Rwa Wealth Partners, LLC 0.01% Add +1.6% 7,376 $565K
Manchester Financial Inc. 0.11% Reduce -37.1% 7,316 $561K
Glenmede Investment Management, LP 0.00% Add +7.6% 7,256 $556K
Carmel Capital Partners, LLC 0.23% Reduce -19.1% 7,234 $554K
Forum Financial Management, LP 0.01% Add +0.0% 7,122 $546K
Wealth Advisors of Iowa, LLC 0.18% Add +2.0% 7,020 $538K
Level Four Advisory Services, LLC 0.02% Reduce -1.5% 7,012 $537K
STRS Ohio 0.00% Reduce -85.0% 6,939 $532K
Mather Group, Llc. 0.01% Add +17.0% 6,929 $531K
Clear Harbor Asset Management, LLC 0.04% Add +0.2% 6,904 $529K
Capstone Investment Advisors, LLC 0.01% New 6,895 $528K
Maridea Wealth Management LLC 0.08% Add +2.0% 7,180 $528K
Greenwood Capital Associates LLC 0.06% Reduce -7.8% 6,805 $521K
Quadrant Capital Group LLC 0.02% Add +10.0% 6,797 $521K
Investment Partners Asset Management, Inc. 0.34% No change 6,750 $517K
Snowden Capital Advisors LLC 0.01% Reduce -6.8% 6,749 $517K
Elevation Point Wealth Partners, LLC 0.04% Add +1358.9% 6,711 $514K
Carnegie Investment Counsel 0.01% No change 6,670 $511K
Global Assets Advisory, LLC 0.15% Add +6.1% 6,633 $508K
Thrive Wealth Management, LLC 0.08% Add +3.2% 6,597 $505K
Crawford Investment Counsel Inc. 0.01% Reduce -3.7% 6,500 $498K
Diligent Investors, LLC 0.12% Reduce -1.5% 6,411 $491K
Baron Wealth Management LLC 0.16% Reduce -2.8% 6,404 $491K
Advisor OS, LLC 0.04% Reduce -17.3% 6,334 $485K
Osterweis Capital Management Inc. 0.03% No change 6,331 $485K
Naples Global Advisors, LLC 0.04% No change 6,288 $482K
World Investment Advisors 0.01% Add +14.3% 6,267 $480K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -98.6% 6,223 $477K
Fifth Third Wealth Advisors LLC 0.02% Reduce -2.8% 6,179 $473K
Jones Financial Companies LLLP 0.00% Add +8.2% 6,192 $471K
Private Trust Co. NA 0.04% Reduce -2.7% 6,072 $465K
Marshall Wace, LLP 0.00% Reduce -96.6% 6,045 $463K
Prime Capital Investment Advisors, LLC 0.01% Add +1.5% 5,994 $459K
Visionary Wealth Advisors 0.02% No change 5,937 $455K
Romano Brothers and Company 0.05% No change 5,920 $454K
Greenleaf Trust 0.00% Add +1.4% 5,887 $451K
Wealth Quarterback LLC 0.17% Reduce -4.9% 5,869 $450K
Guggenheim Capital LLC 0.00% Reduce -10.5% 5,854 $449K
Keybank National Association 0.00% Reduce -9.6% 5,852 $448K
Cassaday & Co Wealth Management LLC 0.01% Add +0.0% 5,840 $447K
Axxcess Wealth Management, LLC 0.01% Reduce -6.9% 5,825 $446K
Genesis Private Wealth, LLC 0.19% Reduce -1.7% 5,819 $446K
Wealthspire Advisors, LLC 0.00% Reduce -10.9% 5,747 $440K
MUFG Securities EMEA plc 0.01% Add +548.0% 5,735 $439K
Atticus Wealth Management, LLC 0.11% Add +99.3% 5,706 $437K
Financiere des Professionnels - Fonds d'investissement inc. 0.03% Reduce -46.2% 5,657 $433K
Legacy Capital Wealth Partners, LLC 0.09% Reduce -1.6% 5,643 $432K
Westerkirk Capital Inc. 0.05% No change 5,600 $429K
Choreo, LLC 0.01% Add +1.8% 5,593 $429K
Citizens Financial Group Inc. 0.01% Add +44.0% 5,552 $425K
EverSource Wealth Advisors, LLC 0.02% Reduce -33.5% 5,524 $423K
Cadent Capital Advisors, LLC 0.11% Reduce -41.7% 5,470 $419K
Cynosure Group, LLC 0.05% Reduce -0.2% 5,460 $418K
Daymark Wealth Partners, LLC 0.01% Add +28.1% 5,439 $417K
Firethorn Wealth Partners, LLC 0.16% Add +0.4% 5,405 $414K
Severin Investments, LLC 0.37% Add +0.5% 5,377 $412K
Canada Post Corp Registered Pension Plan 0.02% No change 5,415 $412K
AE Wealth Management LLC 0.00% Reduce -13.7% 5,358 $411K
Fidelis Capital Partners, LLC 0.03% Add +7.9% 5,321 $408K
Beacon Financial Group 0.04% Add +0.0% 5,255 $403K
Lincoln Capital LLC 0.08% No change 5,236 $402K
Horizon Advisory Services, Inc. 0.20% Reduce -1.7% 5,197 $398K
Compound Planning, Inc. 0.01% Add +7.1% 5,186 $397K
Meeder Advisory Services, Inc. 0.02% Add +10.3% 5,092 $390K
Compass Capital Corp. /Ma/ 0.17% Reduce -5.6% 5,135 $389K
Signaturefd, LLC 0.01% Reduce -1.9% 5,073 $389K
CI Investments Inc. 0.00% Add +3.4% 5,032 $386K
Fisher Asset Management 0.00% Add +36.9% 5,021 $385K
Financial Security Advisor, Inc. 0.08% Reduce -4.0% 4,969 $381K
Dynamic Advisor Solutions LLC 0.01% Add +22.5% 4,938 $378K
Tower Research Capital LLC (TRC) 0.01% Reduce -56.9% 4,912 $376K
Pallas Capital Advisors LLC 0.01% Reduce -22.1% 4,894 $375K
NDVR, Inc. 0.31% Reduce -1.9% 4,889 $375K
Aaron Wealth Advisors LLC 0.02% Add +52.0% 4,876 $374K
IFC Advisors LLC 0.07% Reduce -44.5% 4,820 $369K
Valeo Financial Advisors, LLC 0.01% Add +3.3% 4,788 $367K
Mission Wealth Management, LP 0.01% Reduce -61.9% 4,733 $363K
Ingalls & Snyder LLC 0.01% Reduce -0.6% 4,683 $359K
Diversify Advisory Services, LLC 0.01% Add +11.7% 4,958 $356K
Aureus Asset Management, LLC 0.02% No change 4,644 $356K
Oppenheimer & Co. Inc. 0.00% Reduce -3.0% 4,644 $356K
Prudential PLC 0.00% Reduce -3.6% 4,591 $352K
IFG Advisory, LLC 0.02% No change 4,590 $352K
Delta Investment Management, LLC 0.06% New 4,557 $349K
Voleon Capital Management LP 0.01% New 4,534 $347K
Cornerstone Wealth Management, LLC 0.02% No change 4,506 $345K
S-Bank Fund Management Ltd 0.05% Reduce -1.3% 4,477 $343K
Bank of Nova Scotia Trust Co. 0.03% New 4,437 $340K
Heartland Bank & Trust Co 0.14% Add +0.9% 4,435 $340K
Sequoia Financial Advisors, LLC 0.00% Add +7.0% 4,373 $335K
Abacus Planning Group, Inc. 0.05% No change 4,287 $328K
Graham Capital Wealth Management, LLC 0.34% No change 4,277 $328K
West Family Investments, Inc. 0.07% Add +1.0% 4,256 $326K
Mountain Pacific Investment Advisers LLC 0.05% No change 4,252 $326K
CX Institutional 0.01% Reduce -2.2% 4,227 $324K
Checchi Capital Advisers, LLC 0.02% Reduce -2.5% 4,227 $324K
Cullen/Frost Bankers, Inc. 0.00% Add +10.2% 4,216 $323K
Hamilton Capital Partners Inc. 0.01% No change 4,171 $320K
Koshinski Asset Management, Inc. 0.02% Add +7.9% 4,163 $319K
Significant Wealth Partners LLC 0.16% Add +17.0% 4,157 $319K
Profund Advisors LLC 0.01% Add +8.0% 4,132 $317K
Peapack Gladstone Financial Corp. 0.00% Reduce -20.3% 4,113 $315K
Wexford Capital LP 0.09% No change 4,100 $314K
Inspire Investing, LLC 0.03% Reduce -74.0% 4,044 $310K
Somerset Trust Co 0.10% Reduce -1.6% 4,021 $308K
Syon Capital LLC 0.02% Add +44.7% 4,012 $307K
Parallel Advisors, LLC 0.01% Add +10.7% 4,002 $307K
J.W. Cole Advisors, Inc. 0.01% Add +33.3% 3,974 $305K
Moneta Group Investment Advisors LLC 0.00% Reduce -3.1% 3,972 $304K
HighPoint Advisor Group LLC 0.01% Reduce -16.6% 3,916 $300K
Nilsine Partners, LLC 0.03% Add +0.4% 3,909 $300K
Crestwood Advisors Group, LLC 0.01% Add +4.3% 3,881 $297K
Apella Capital, LLC 0.01% New 4,020 $296K
Spirepoint Private Client, LLC 0.03% New 3,833 $294K
Waverly Advisors, LLC 0.00% Reduce -9.0% 3,822 $293K
BIP Wealth, LLC 0.01% Add +0.9% 3,810 $292K
Woodward Diversified Capital, LLC 0.13% Reduce -24.6% 3,770 $289K
Hancock Whitney Corp. 0.01% Reduce -13.5% 3,743 $287K
Cornerstone Financial Group, LLC 0.22% No change 3,727 $286K
Smith Shellnut Wilson LLC 0.11% No change 3,709 $284K
Caldwell Sutter Capital, Inc. 0.12% No change 3,700 $283K
Chilton Capital Management LLC 0.01% No change 3,667 $281K
Requisite Capital Management, LLC 0.05% New 3,655 $280K
Fayez Sarofim & Co 0.00% Add +10.6% 3,649 $280K
Huntleigh Advisors, Inc. 0.05% Reduce -11.3% 3,643 $279K
Global Wealth Management Investment Advisory, Inc. 0.05% Add +3.7% 3,630 $278K
Abn Amro Investment Solutions 0.01% New 3,605 $276K
Harbour Investments, Inc. 0.01% Reduce -42.8% 3,605 $276K
IFP Advisors, Inc 0.01% Reduce -5.9% 3,578 $274K
Archer Investment Corp 0.06% No change 3,566 $273K
Haverford Trust Co 0.00% New 3,564 $273K
Avestar Capital, LLC 0.02% Reduce -4.5% 3,546 $272K
Whittier Trust Co. 0.00% No change 3,499 $269K
Trust Asset Management LLC 0.02% No change 3,478 $266K
First Nebraska Trust Co 0.02% No change 3,465 $265K
Stratos Investment Management, LLC 0.01% Add +1.3% 3,459 $265K
NorthRock Partners, LLC 0.00% Reduce -32.1% 3,434 $263K
Crumly & Associates Inc. 0.06% New 3,427 $263K
ABLE Financial Group, LLC 0.06% Reduce -10.7% 3,391 $260K
PUREfi Wealth, LLC 0.20% Add +3.9% 3,382 $259K
Foundations Investment Advisors, LLC 0.00% Reduce -31.4% 3,373 $258K
Jackson Hole Capital Partners, LLC 0.04% No change 3,370 $258K
GTS Securities LLC 0.01% New 3,337 $256K
Allworth Financial LP 0.00% Add +4.8% 3,328 $255K
Sowell Financial Services LLC 0.01% Reduce -13.8% 3,317 $254K
Somerville Kurt F 0.04% No change 3,310 $254K
Arthur M. Cohen & Associates, LLC 0.04% No change 3,300 $253K
Smartleaf Asset Management LLC 0.02% Add +52.7% 3,325 $253K
Hamilton Wealth, LLC 0.05% No change 3,290 $252K
Gilbert & Cook, Inc. 0.03% Add +2.7% 3,283 $252K
Indie Asset Partners, LLC 0.33% No change 3,273 $251K
Alpha Family Trust 0.11% No change 3,195 $245K
Chicago Partners Investment Group LLC 0.01% New 3,350 $243K
Arkadios Wealth Advisors 0.01% New 3,163 $242K
Three Magnolias Financial Advisors, LLC 0.15% No change 3,159 $242K
FineMark National Bank & Trust 0.01% Reduce -19.1% 3,098 $237K
Lantz Financial LLC 0.05% Add +0.2% 3,091 $237K
Accurate Wealth Management, LLC 0.03% New 3,016 $237K
Spire Wealth Management 0.01% Add +53.7% 3,076 $236K
1ST Source Bank 0.01% No change 3,075 $236K
Kingsview Wealth Management, LLC 0.00% New 3,068 $235K
Advisors Preferred, LLC 0.03% New 3,114 $235K
Tradewinds, LLC. 0.06% New 3,062 $235K
Simplex Trading, LLC 0.01% New 3,060 $234K
Perbak Capital Partners LLP 0.04% New 3,043 $233K
Summit Financial, LLC 0.00% Reduce -3.4% 3,029 $232K
Concurrent Investment Advisors, LLC 0.00% Reduce -16.7% 2,994 $229K
Barnes Wealth Management Group, Inc 0.13% Add +1.1% 2,975 $228K
Woodmont Investment Counsel LLC 0.02% Add +0.9% 2,970 $228K
Fiduciary Trust Co 0.00% Reduce -1.0% 2,962 $227K
Evergreen Capital Management LLC 0.01% Reduce -9.0% 2,937 $225K
Cannell & Spears LLC 0.00% Add +0.5% 2,904 $223K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -35.8% 2,889 $221K
Exit Wealth Advisors, LLC. 0.15% — 2,876 $220K
Journey Strategic Wealth LLC 0.01% New 2,873 $220K
Heritage Wealth Advisors 0.01% No change 2,863 $219K
Advisors Asset Management, Inc. 0.00% Reduce -37.5% 2,857 $219K
Cigna Investments Inc. 0.03% Reduce -8.7% 2,847 $218K
Groupama Asset Managment 0.00% New 2,845 $218K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +3469.6% 2,820 $216K
Barr E S & Co. 0.01% No change 2,812 $215K
AIMZ Investment Advisors, LLC 0.07% No change 2,800 $215K
Ipswich Investment Management Co., Inc. 0.05% No change 2,797 $214K
Blue Trust, Inc. 0.00% Reduce -9.5% 2,795 $214K
Clarius Group, LLC 0.01% Reduce -22.5% 2,790 $214K
Teza Capital Management LLC 1.15% New 2,769 $212K
Monument Capital Management 0.05% No change 2,769 $212K
Essex Financial Services, Inc. 0.01% New 2,768 $212K
Inscription Capital, LLC 0.02% New 2,766 $212K
D. E. Shaw & Co. 0.00% Reduce -12.6% 2,764 $212K
Rede Wealth, LLC 0.16% New 2,739 $210K
Eagle Bay Advisors LLC 0.16% Reduce -5.3% 2,739 $210K
Advyzon Investment Management, LLC 0.04% New 2,738 $210K
Lake Street Private Wealth, LLC 0.03% No change 2,737 $210K
Simplicity Wealth,LLC 0.01% New 2,704 $207K
Rehmann Capital Advisory Group 0.01% Reduce -3.7% 2,702 $207K
Portside Wealth Group, LLC 0.03% Reduce -42.3% 2,692 $206K
Cary Street Partners Investment Advisory LLC 0.09% Add +2.4% 2,668 $204K
Angeles Wealth Management, LLC 0.01% New 2,666 $204K
Tiaa Trust, National Association 0.00% Reduce -4.3% 2,663 $204K
Western Wealth Management, LLC 0.01% New 2,654 $203K
Trust Point Inc. 0.02% New 2,653 $203K
Fielder Capital Group LLC 0.05% New 2,614 $200K
Ami Investment Management Inc. 0.05% Reduce -7.1% 2,614 $200K
Plan A Wealth LLC 0.10% Reduce -13.2% 2,612 $200K
New Age Alpha Advisors, LLC 0.01% Reduce -4.0% 2,549 $195K
Transamerica Financial Advisors, LLC 0.02% Add +24.7% 2,546 $195K
TD Waterhouse Canada Inc. 0.00% Add +4.3% 2,545 $192K
Employees Retirement System of Texas 0.00% No change 2,400 $184K
Huntington National Bank 0.00% Add +16.9% 2,374 $182K
Walleye Trading LLC 0.00% Reduce -39.1% 2,238 $171K
Ascentis Wealth Management, LLC 0.04% Reduce -28.9% 2,233 $171K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,196 $168K
Geneos Wealth Management Inc. 0.00% Reduce -9.5% 2,183 $167K
Steph & Co. 0.05% Add +9.3% 2,151 $165K
Versant Capital Management, Inc 0.02% Add +9.4% 2,021 $155K
AdvisorNet Financial, Inc 0.01% Reduce -22.0% 1,981 $152K
JFS Wealth Advisors, LLC 0.01% Reduce -0.1% 1,927 $148K
Acadian Asset Management LLC 0.00% No change 1,905 $145K
LRI Investments, LLC 0.01% Reduce -26.7% 1,808 $139K
St. Johns Investment Management Company, LLC 0.05% No change 1,687 $129K
Eastern Bank 0.00% Add +6.5% 1,666 $128K
Penserra Capital Management LLC 0.00% Add +1.5% 1,645 $125K
Whittier Trust Co. of Nevada Inc. 0.00% Add +26.8% 1,551 $119K
Anchor Investment Management, LLC 0.01% No change 1,545 $118K
Avalon Trust Co 0.01% New 1,518 $116K
First Pacific Financial 0.02% Add +0.1% 1,498 $115K
Bayforest Capital Ltd 0.05% Reduce -53.1% 1,457 $112K
Federated Hermes, Inc. 0.00% Reduce -15.0% 1,452 $111K
Creative Financial Designs Inc. 0.01% Add +7.5% 1,447 $111K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,431 $110K
CENTRAL TRUST Co 0.00% Add +451.6% 1,412 $108K
FWL Investment Management, LLC 0.03% No change 1,375 $105K
Quent Capital, LLC 0.01% New 1,364 $105K
Harbor Investment Advisory, LLC 0.01% No change 1,350 $103K
Ameritas Advisory Services, LLC 0.01% Add +550.5% 1,314 $101K
Leonteq Securities AG 0.01% No change 1,305 $100K
Cheviot Value Management, LLC 0.01% No change 1,350 $98K
Fortitude Family Office, LLC 0.03% Reduce -1.2% 1,273 $98K
Westpac Banking Corp. 0.01% No change 1,257 $96K
Abich Financial Wealth Management LLC 0.03% — 1,254 $96K
Caitong International Asset Management Co., Ltd 0.06% Add +530.4% 1,204 $92K
Pandora Wealth, Inc. 0.05% No change 1,167 $89K
Evermay Wealth Management LLC 0.01% No change 1,110 $85K
Covestor Ltd 0.04% Reduce -28.9% 1,056 $81K
Capital Advisors, Ltd. LLC 0.01% No change 1,061 $81K
Crowley Wealth Management, Inc. 0.06% No change 1,012 $78K
Duncker Streett & Co. Inc. 0.01% No change 1,012 $78K
Measured Wealth Private Client Group, LLC 0.02% New 990 $76K
Walleye Capital LLC 0.00% Reduce -87.5% 972 $74K
MPWM Advisory Solutions, LLC 0.04% No change 900 $69K
Cromwell Holdings LLC 0.04% No change 899 $69K
Hantz Financial Services, Inc. 0.00% Add +199.0% 876 $67K
Clearstead Advisors, LLC 0.00% Reduce -30.2% 873 $67K
Sarver Vrooman Wealth Advisors 0.04% No change 864 $66K
Global Retirement Partners, LLC 0.00% Reduce -24.7% 834 $64K
Pinnacle Bancorp, Inc. 0.02% No change 829 $64K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.9% 819 $63K
CYBER HORNET ETFs LLC 0.04% Add +3.7% 806 $62K
Root Financial Partners, LLC 0.00% New 780 $60K
Lanark Financial, Inc. 0.00% Reduce -30.7% 776 $59K
TruNorth Capital Management, LLC 0.01% New 771 $59K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Reduce -88.1% 761 $58K
WPG Advisers, LLC 0.05% No change 760 $58K
Sentry Investment Management LLC 0.04% Reduce -15.2% 745 $58K
Johnson Financial Group, Inc. 0.00% Add +22.3% 756 $58K
PFS Partners, LLC 0.03% Add +0.1% 734 $56K
Parkside Financial Bank & Trust 0.00% Reduce -1.8% 711 $54K
REAP Financial Group, LLC 0.01% Add +9.0% 690 $53K
Davis Capital Management 0.04% — 682 $52K
MAI Capital Management 0.00% Reduce -31.5% 676 $52K
Colonial Trust Co / SC 0.01% Add +0.9% 672 $51K
Optimum Investment Advisors 0.02% No change 662 $51K
Trust Co 0.01% No change 657 $50K
Hemington Wealth Management 0.01% No change 657 $50K
Coastline Trust Co 0.01% No change 622 $48K
Raleigh Capital Management Inc. 0.02% Reduce -5.1% 613 $47K
Loomis Sayles & Co. L P 0.00% Reduce -97.0% 610 $47K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +62.2% 600 $46K
Strategic Wealth Partners, Ltd. 0.00% New 525 $40K
Physician Wealth Advisors, Inc. 0.01% Add +40.2% 523 $40K
Wilmington Savings Fund Society, FSB 0.00% Reduce -64.1% 521 $40K
Westside Investment Management, Inc. 0.01% Add +100.0% 528 $40K
Summit Securities Group LLC 0.01% Add +157.2% 517 $40K
N.E.W. Advisory Services LLC 0.00% No change 501 $38K
Armstrong Advisory Group, Inc. 0.00% Reduce -7.6% 462 $35K
CVA Family Office, LLC 0.00% Reduce -3.8% 459 $35K
Catalyst Capital Advisors LLC 0.00% New 434 $33K
Bogart Wealth, LLC 0.00% Add +6.4% 430 $33K
CGC Financial Services, LLC 0.01% No change 421 $32K
Pittenger & Anderson Inc. 0.00% No change 375 $29K
Hilltop National Bank 0.01% No change 364 $28K
Clearstead Trust, LLC 0.00% Add +16.3% 364 $28K
Prestige Wealth Management Group LLC 0.01% No change 341 $26K
Compass Financial Services Inc 0.01% New 337 $26K
Frazier Financial Advisors, LLC 0.02% No change 337 $26K
C M Bidwell & Associates Ltd. 0.01% Reduce -89.4% 325 $25K
CoreCap Advisors, LLC 0.00% Reduce -67.4% 324 $25K
Asset Dedication, LLC 0.00% Add +56.3% 311 $24K
Deseret Mutual Benefit Administrators 0.01% Reduce -18.7% 308 $24K
Private Wealth Management Group, LLC 0.01% No change 300 $23K
Financial Consulate, Inc. 0.00% New 241 $18K
Horizon Financial Services, LLC 0.01% Add +457.1% 234 $18K
Princeton Global Asset Management LLC 0.00% No change 225 $17K
Larson Financial Group LLC 0.00% Reduce -48.9% 225 $17K
Raiffeisen Bank International AG 0.00% New 223 $17K
Bokf, NA 0.00% No change 220 $17K
Stuart Chaussee & Associates, Inc. 0.00% No change 217 $17K
Farmers & Merchants Investments Inc. 0.00% No change 204 $16K
Hager Investment Management Services, LLC 0.01% New 199 $15K
St Germain D J Co. Inc. 0.00% No change 199 $15K
True Wealth Design, LLC 0.00% Add +23.8% 198 $15K
Palisade Asset Management, LLC 0.00% New 192 $15K
Barnes Dennig Private Wealth Management LLC 0.02% No change 190 $15K
Grey Fox Wealth Advisors, LLC 0.00% New 190 $15K
Bruce G. Allen Investments, LLC 0.01% No change 177 $14K
Rosenberg Matthew Hamilton 0.00% Add +476.7% 173 $13K
Aventura Private Wealth, LLC 0.00% Add +1777.8% 169 $13K
Crewe Advisors LLC 0.00% New 168 $13K
Solstein Capital, LLC 0.01% Reduce -13.4% 168 $13K
Essential Partners LLC 0.00% Reduce -67.2% 167 $13K
Salomon & Ludwin, LLC 0.00% New 166 $13K
SRH Advisors, LLC 0.00% No change 163 $12K
Accredited Wealth Management, LLC 0.01% Add +345.0% 712 $12K
Global Wealth Strategies & Associates 0.00% No change 160 $12K
Manchester Capital Management LLC 0.00% Reduce -83.9% 150 $11K
Hazlett, Burt & Watson, Inc. 0.00% New 150 $11K
LGT Financial Advisors LLC 0.02% Add +0.7% 139 $11K
Financial Management Professionals, Inc. 0.00% Reduce -69.7% 137 $10K
Cloud Capital Management, LLC 0.01% New 136 $10K
GW&K Investment Management, LLC 0.00% No change 125 $10K
SouthState Bank Corp 0.00% Reduce -18.7% 126 $10K
CBIZ Investment Advisory Services, LLC 0.00% Add +277.4% 117 $9K
DT Investment Partners, LLC 0.00% No change 112 $9K
First United Bank & Trust 0.00% Add +155.8% 110 $8K
Cherry Tree Wealth Management, LLC 0.00% No change 108 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 108 $8K
Key Financial Inc 0.00% No change 106 $8K
Tortoise Investment Management, LLC 0.00% Add +4.0% 103 $8K
MV Capital Management, Inc. 0.00% Reduce -2.9% 102 $8K
Wolff Wiese Magana LLC 0.00% No change 101 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 98 $8K
Colonial Trust Advisors 0.00% New 97 $7K
Caitlin John, LLC 0.01% New 96 $7K
Foster Dykema Cabot & Partners, LLC 0.00% No change 93 $7K
Clark Wealth Partners 0.00% Add +4.2% 99 $7K
Zions Bancorporation, National Association 0.00% Reduce -65.9% 90 $7K
SJS Investment Consulting Inc. 0.00% Add +200.0% 87 $7K
Financial Gravity Asset Management, Inc. 0.00% — 82 $6K
Raffa Wealth Management, LLC 0.00% No change 81 $6K
Mascoma Wealth Management LLC 0.00% Reduce -93.3% 75 $6K
Cary Street Partners Financial LLC 0.00% Reduce -87.2% 75 $6K
First Command Advisory Services, Inc. 0.00% No change 70 $5K
Avion Wealth 0.00% Add +11.5% 68 $5K
Innovative Advisory Group, LLC 0.00% No change 65 $5K
Howard Hughes Medical Institute 0.00% No change 64 $5K
Heartwood Wealth Advisors LLC 0.00% New 54 $4K
Westfuller Advisors, LLC 0.00% New 54 $4K
Legacy Wealth Managment, LLC 0.00% No change 53 $4K
Hughes Financial Services, LLC 0.00% Add +39.5% 53 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.8% 56 $4K
Sunbelt Securities, Inc. 0.00% New 50 $4K
SBI Securities Co., Ltd. 0.00% Reduce -7.4% 50 $4K
Steigerwald, Gordon & Koch Inc. 0.00% New 49 $4K
Cornerstone Planning Group LLC 0.00% Add +4.2% 50 $4K
Glen Eagle Advisors, LLC 0.00% New 46 $4K
Sachetta, LLC 0.00% No change 46 $4K
Wealth Watch Advisors, INC 0.00% New 43 $3K
Marquette Asset Management, LLC 0.00% New 43 $3K
First PREMIER Bank 0.00% No change 43 $3K
Kilter Group LLC 0.00% Add +37.0% 37 $3K
ORG Partners LLC 0.00% Reduce -57.1% 36 $3K
JPL Wealth Management, LLC 0.00% New 34 $3K
Signature Resources Capital Management, LLC 0.00% No change 34 $3K
Rise Advisors, LLC 0.00% Add +25.9% 34 $3K
Dunhill Financial, LLC 0.00% No change 26 $2K
Harvest Fund Management Co., Ltd 0.00% No change 31 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +23.8% 26 $2K
Aspect Partners, LLC 0.00% New 24 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $2K
Activest Wealth Management 0.00% Reduce -16.7% 20 $2K
Principia Wealth Advisory, LLC 0.00% Add +14.3% 16 $1K
Cedar Mountain Advisors, LLC 0.00% New 16 $1K
Bell Investment Advisors, Inc 0.00% No change 16 $1K
Bfsg, LLC 0.00% New 15 $1K
Valley National Advisers Inc. 0.00% No change 14 $1K
Roble, Belko & Company, Inc 0.00% No change 8 $1K
Rialto Wealth Management, LLC 0.00% Reduce -18.8% 13 $997
HFM Investment Advisors, LLC 0.00% Add +18.2% 13 $996
Wealth Preservation Advisors, LLC 0.00% No change 12 $919
American Capital Advisory, LLC 0.00% Add +22.2% 11 $843
Rakuten Securities, Inc. 0.00% Add +450.0% 11 $843
Winnacle Wealth LLC 0.00% New 10 $770
Guerra Advisors Inc 0.00% New 10 $767
Anfield Capital Management, LLC 0.00% New 10 $766
United Community Bank 0.00% New 9 $690
Quaker Wealth Management, LLC 0.00% No change 8 $613
North Capital, Inc. 0.00% New 7 $536
WestEnd Advisors, LLC 0.00% Add +16.7% 7 $536
Seneschal Advisors, LLC 0.00% New 6 $460
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -96.8% 6 $460
Valued Wealth Advisors LLC 0.00% No change 6 $460
Highline Wealth Partners LLC 0.00% No change 5 $383
Elevation Wealth Partners, LLC 0.00% New 4 $307
SOA Wealth Advisors, LLC. 0.00% No change 1 $79
TFC Financial Management, Inc. 0.00% No change 1 $77
Y.D. More Investments Ltd 0.00% Reduce -14.8% 236 $55

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