WR BerkleyWRB
13F holders, Q4 2025 (December 31)952holders +18
79new positions
95sold out
9famous investors
$70.11avg. 13F price*
At the end of Q4 2025, 952 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 18 from Q3 2025. 79 opened new positions and 95 sold out. The largest holders were Mitsui Sumitomo Insurance Co Ltd ($3.5B), Vanguard Group Inc. ($2.6B) and BlackRock, Inc. ($1.8B). 9 famous investors held it, including Bruce Berkowitz (1.3% of Fairholme Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- WR Berkley Corp.
- Filed as
- BERKLEY W R CORP (Q4 2025)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $96.9M |
| Exits | 95 | $802.0M |
All 13F filers, Q3 2025 → Q4 2025: 13,167,391 shares bought and 31,690,963 shares sold, net −18,523,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 952 holders
| Mitsui Sumitomo Insurance Co Ltd | 100.00% | — | 50,526,511 | $3.5B |
| Vanguard Group Inc. | 0.04% | Add +0.8% | 37,033,581 | $2.6B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 25,060,489 | $1.8B |
| State Street Corp. | 0.04% | Reduce -0.0% | 14,916,433 | $1.0B |
| Morgan Stanley | 0.04% | Reduce -17.0% | 9,798,358 | $687.1M |
| Kayne Anderson Rudnick Investment Management LLC | 1.64% | Reduce -8.3% | 8,709,181 | $610.7M |
| Geode Capital Management, LLC | 0.04% | Add +0.1% | 8,348,791 | $587.0M |
| Norges Bank | 0.05% | — | 6,214,380 | $435.8M |
| Invesco Ltd. | 0.03% | Add +0.4% | 4,913,337 | $344.5M |
| Wells Fargo & Company | 0.05% | Add +2.2% | 3,990,309 | $279.8M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.0% | 3,638,379 | $255.1M |
| First Trust Advisors LP | 0.18% | Reduce -14.8% | 3,595,187 | $252.1M |
| Janus Henderson Group PLC | 0.11% | Reduce -48.7% | 3,557,807 | $249.5M |
| UBS Group AG | 0.05% | Add +34.9% | 3,505,867 | $245.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -39.8% | 2,959,888 | $207.5M |
| Northern Trust Corp. | 0.03% | Reduce -4.1% | 2,888,270 | $202.5M |
| Royal London Asset Management Ltd. | 0.41% | Add +1.0% | 2,790,374 | $195.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +70.8% | 2,756,154 | $193.3M |
| Principal Financial Group Inc. | 0.10% | Reduce -48.3% | 2,707,852 | $189.9M |
| Polar Capital Holdings Plc | 0.78% | Reduce -11.1% | 2,445,000 | $171.4M |
| Bank of America Corp. | 0.01% | Reduce -8.4% | 2,353,962 | $165.1M |
| 1832 Asset Management L.P. | 0.21% | Reduce -3.1% | 2,323,657 | $162.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +35572.5% | 2,219,902 | $155.7M |
| Bank of New York Mellon Corp | 0.03% | Add +26.9% | 2,201,848 | $154.4M |
| Legal & General Group Plc | 0.03% | Reduce -3.5% | 2,060,831 | $144.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 1,876,963 | $131.6M |
| HSBC Holdings PLC | 0.07% | Add +104.1% | 1,735,958 | $121.9M |
| AQR Capital Management | 0.06% | Add +4.9% | 1,729,041 | $121.2M |
| Madison Asset Management, LLC | 1.39% | Reduce -5.8% | 1,724,598 | $120.9M |
| Chilton Investment Co. Inc. | 2.40% | Reduce -1.1% | 1,638,327 | $114.9M |
| Royal Bank of Canada | 0.02% | Reduce -7.9% | 1,567,025 | $109.9M |
| EULAV Asset Management | 2.42% | No change | 1,295,464 | $90.8M |
| FMR LLC | 0.00% | Add +339.9% | 1,269,533 | $89.0M |
| Raymond James Financial Inc. | 0.03% | Reduce -9.8% | 1,192,060 | $83.6M |
| Confluence Investment Management LLC | 1.24% | Reduce -4.1% | 1,181,506 | $82.8M |
| Dundas Partners LLP | 5.74% | Reduce -1.7% | 1,161,472 | $81.4M |
| Natixis Advisors, LLC | 0.12% | Reduce -5.4% | 1,159,767 | $81.3M |
| Anchor Capital Advisors LLC | 2.29% | Reduce -2.3% | 1,126,351 | $79.0M |
| Cornerstone Investment Partners, LLC | 2.99% | Add +13.8% | 1,099,746 | $77.1M |
| Barclays PLC | 0.03% | Reduce -12.3% | 1,045,669 | $73.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +82.4% | 1,038,877 | $72.8M |
| Captrust Financial Advisors | 0.13% | Reduce -0.6% | 948,168 | $66.5M |
| PFA Pension, Forsikringsaktieselskab | 0.19% | — | 921,372 | $65.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -27.0% | 917,610 | $64.3M |
| Deutsche Bank AG | 0.02% | Reduce -8.1% | 867,184 | $60.8M |
| Swiss National Bank | 0.03% | Reduce -5.0% | 831,462 | $58.3M |
| Brandes Investment Partners, LP | 0.44% | Reduce -17.3% | 817,992 | $57.4M |
| Amundi | 0.02% | Add +37.4% | 804,001 | $56.4M |
| Parnassus Investments, LLC | 0.14% | Reduce -7.8% | 793,698 | $55.7M |
| California Public Employees Retirement System | 0.03% | Reduce -30.9% | 773,307 | $54.2M |
| Cerity Partners LLC | 0.08% | Add +73.5% | 747,731 | $52.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.6% | 717,356 | $50.3M |
| Stifel Financial Corp. | 0.04% | Reduce -16.5% | 703,016 | $49.3M |
| Caisse de depot et placement du Quebec | 0.08% | Add +115.5% | 685,153 | $48.0M |
| Truist Financial Corp. | 0.06% | Reduce -46.8% | 684,961 | $48.0M |
| BloombergSen Inc. | 5.03% | Reduce -7.2% | 679,920 | $47.7M |
| Mraz, Amerine & Associates, Inc. | 6.60% | Add +1.4% | 633,285 | $44.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.9% | 634,244 | $44.0M |
| Rhumbline Advisers | 0.04% | Reduce -5.9% | 619,832 | $43.5M |
| Nuveen, LLC | 0.01% | Reduce -0.2% | 600,639 | $42.1M |
| BNP Paribas Financial Markets | 0.03% | Add +22.6% | 581,456 | $40.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -18.0% | 541,916 | $38.0M |
| Maren Capital LLC | 2.02% | Reduce -49.6% | 536,470 | $37.6M |
| Citigroup Inc. | 0.03% | Add +35.8% | 536,374 | $37.6M |
| Danske Bank A/S | 0.08% | Add +8.7% | 508,907 | $35.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -59.1% | 480,369 | $33.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +22.5% | 479,097 | $33.6M |
| Russell Investments Group, Ltd. | 0.04% | Add +47.8% | 463,568 | $32.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.4% | 428,246 | $30.0M |
| California State Teachers Retirement System | 0.03% | Add +2.3% | 383,530 | $26.9M |
| APG Asset Management N.V. | 0.08% | Reduce -11.6% | 447,218 | $26.7M |
| America First Investment Advisors, LLC | 4.84% | Reduce -0.1% | 379,387 | $26.6M |
| American Century Companies Inc. | 0.01% | Add +22.2% | 368,310 | $25.8M |
| Arbejdsmarkedets Tillaegspension | 0.62% | — | 347,460 | $24.4M |
| SG Americas Securities, LLC | 0.03% | Add +1332.7% | 344,040 | $24.1M |
| Bank of Nova Scotia | 0.04% | Add +240.8% | 343,803 | $24.1M |
| Public Employees Retirement Association of Colorado | 0.09% | Reduce -19.9% | 340,191 | $23.9M |
| Zacks Investment Management | 0.19% | Reduce -0.6% | 336,823 | $23.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.1% | 327,364 | $23.0M |
| Wallington Asset Management, LLC | 2.83% | Reduce -0.2% | 317,865 | $22.3M |
| Stansberry Asset Management, LLC | 2.16% | Reduce -3.5% | 301,143 | $21.1M |
| Storebrand Asset Management As | 0.06% | Add +42.4% | 299,818 | $21.0M |
| LPL Financial LLC | 0.01% | Add +16.9% | 298,409 | $20.9M |
| ExodusPoint Capital Management, LP | 0.23% | New | 298,363 | $20.9M |
| Cwm, LLC | 0.06% | Reduce -3.8% | 294,091 | $20.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +15.6% | 282,266 | $19.8M |
| Gotham Asset Management | 0.07% | Add +32.6% | 281,125 | $19.7M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +0.9% | 279,787 | $19.6M |
| Stephens Inc. | 0.24% | Add +1.9% | 274,015 | $19.2M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.0% | 268,505 | $18.8M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -12.6% | 267,114 | $18.7M |
| Franklin Resources Inc. | 0.00% | Add +55.8% | 267,094 | $18.7M |
| Barlow Wealth Partners, LLC | 1.99% | Add +1.5% | 269,657 | $18.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +0.1% | 253,401 | $18.3M |
| PhiloSmith Capital Corp | 5.02% | No change | 260,381 | $18.3M |
| Fairholme Capital Management | 1.27% | Reduce -0.5% | 260,150 | $18.2M |
| Bank of Montreal | 0.01% | Add +5.6% | 259,946 | $18.2M |
| Aviva PLC | 0.03% | Add +6.2% | 250,933 | $17.6M |
| Illinois Municipal Retirement Fund | 0.22% | Add +17.8% | 250,676 | $17.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -6.6% | 246,555 | $17.3M |
| State of Wisconsin Investment Board | 0.04% | Reduce -10.7% | 246,565 | $17.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -1.3% | 244,742 | $17.2M |
| Quantinno Capital Management LP | 0.03% | Add +7.3% | 243,072 | $17.0M |
| Gilder Gagnon Howe & Co. LLC | 0.18% | Reduce -0.2% | 241,764 | $17.0M |
| Hutchinson Capital Management | 2.82% | Add +0.2% | 234,978 | $16.5M |
| Brandywine Global Investment Management, LLC | 0.11% | Reduce -2.0% | 220,882 | $15.5M |
| Sei Investments Co. | 0.01% | Reduce -16.1% | 213,176 | $14.9M |
| Curi Capital, LLC | 0.26% | Add +0.0% | 212,300 | $14.9M |
| Isthmus Partners, LLC | 1.63% | Reduce -1.2% | 208,728 | $14.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -8.6% | 206,788 | $14.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -5.3% | 203,534 | $14.3M |
| Townsend & Associates, Inc | 1.27% | Add +2.4% | 206,808 | $14.2M |
| National Bank of Canada | 0.01% | Reduce -19.4% | 202,560 | $14.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.11% | Reduce -3.7% | 194,793 | $13.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.6% | 192,866 | $13.5M |
| Nisa Investment Advisors, LLC | 0.04% | Add +1.4% | 190,976 | $13.4M |
| TD Asset Management Inc | 0.01% | Reduce -53.6% | 188,069 | $13.2M |
| Aberdeen Group plc | 0.02% | Reduce -3.3% | 182,865 | $12.8M |
| Royce & Associates LP | 0.13% | Reduce -14.4% | 182,740 | $12.8M |
| GHP Investment Advisors, Inc. | 0.52% | Reduce -0.6% | 178,992 | $12.6M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 178,000 | $12.5M |
| Andra AP-fonden | 0.15% | Add +66.5% | 176,500 | $12.4M |
| Moran Wealth Management, LLC | 0.37% | Add +27.4% | 172,670 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +17.4% | 168,449 | $11.8M |
| New York State Common Retirement Fund | 0.01% | No change | 159,812 | $11.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.1% | 152,702 | $10.7M |
| Prudential Financial Inc. | 0.01% | Reduce -12.0% | 148,763 | $10.4M |
| Buckland Partners Management Co LLC | 5.77% | — | 148,500 | $10.4M |
| Speece Thorson Capital Group Inc. | 2.20% | Reduce -5.4% | 144,862 | $10.2M |
| Frontier Capital Management Co. LLC | 0.11% | Reduce -0.8% | 144,341 | $10.1M |
| Gabelli Funds LLC | 0.07% | Add +0.2% | 141,750 | $9.9M |
| Squarepoint Ops LLC | 0.02% | Add +1641.6% | 139,187 | $9.8M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -1.0% | 137,015 | $9.7M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +0.4% | 138,135 | $9.7M |
| Corient Private Wealth LP | 0.01% | Reduce -72.8% | 136,335 | $9.6M |
| Toronto Dominion Bank | 0.02% | Reduce -42.9% | 132,549 | $9.3M |
| Alberta Investment Management Corp | 0.06% | New | 130,000 | $9.1M |
| Financial Strategies Group, Inc. | 1.63% | Add +4.4% | 129,046 | $9.0M |
| Corbyn Investment Management Inc. | 4.25% | Add +0.2% | 128,425 | $9.0M |
| Means Investment Co., Inc. | 0.75% | Add +0.0% | 126,465 | $8.9M |
| KBC Group NV | 0.02% | Reduce -3.1% | 125,935 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 125,735 | $8.8M |
| National Pension Service | 0.01% | Reduce -79.1% | 125,241 | $8.8M |
| Eagle Capital Management LLC | 0.03% | No change | 123,547 | $8.7M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -19.3% | 123,345 | $8.6M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -6.8% | 121,584 | $8.5M |
| Assetmark, Inc. | 0.02% | Add +5.5% | 120,337 | $8.4M |
| Eagle Rock Investment Company, LLC | 1.18% | Add +18.8% | 118,876 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 117,479 | $8.2M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +3.8% | 116,868 | $8.2M |
| Mariner, LLC | 0.01% | Add +80.7% | 116,967 | $8.2M |
| Burney Co./ | 0.25% | Add +0.2% | 115,250 | $8.1M |
| Vega Investment Solutions | 1.28% | — | 113,752 | $8.0M |
| Korea Investment CORP | 0.02% | Reduce -25.6% | 113,796 | $8.0M |
| Benjamin Edwards Inc. | 0.09% | Reduce -11.2% | 112,328 | $7.9M |
| Citadel Advisors | 0.01% | Add +26.1% | 112,250 | $7.9M |
| Erste Asset Management GmbH | 0.07% | Add +43.3% | 111,337 | $7.9M |
| KLP Kapitalforvaltning As | 0.03% | Reduce -32.4% | 110,179 | $7.7M |
| Verdence Capital Advisors LLC | 0.45% | Add +7.7% | 109,527 | $7.7M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -37.6% | 111,802 | $7.7M |
| Creative Planning | 0.01% | Reduce -0.2% | 108,996 | $7.6M |
| Mattern Capital Management, LLC | 0.88% | Add +5.2% | 106,859 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.5% | 106,477 | $7.5M |
| Swiss Life Asset Management Ltd | 0.04% | Reduce -25.8% | 106,472 | $7.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +1.3% | 106,027 | $7.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 85,269 | $7.2M |
| Man Group plc | 0.01% | Reduce -0.5% | 102,970 | $7.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.9% | 101,599 | $7.1M |
| 7G Capital Management, LLC | 4.36% | No change | 100,000 | $7.0M |
| Schroder Investment Management Group | 0.01% | Reduce -77.8% | 98,821 | $7.0M |
| Dakota Wealth Management | 0.12% | Add +10.5% | 98,750 | $6.9M |
| Trexquant Investment LP | 0.06% | New | 98,470 | $6.9M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -3.4% | 98,165 | $6.9M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -1.9% | 96,620 | $6.8M |
| Public Sector Pension Investment Board | 0.02% | Add +45.7% | 94,162 | $6.6M |
| GAMCO Investors | 0.06% | Add +5.8% | 92,555 | $6.5M |
| Gateway Investment Advisers LLC | 0.06% | Add +0.6% | 91,654 | $6.4M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -8.2% | 91,589 | $6.4M |
| NewEdge Wealth, LLC | 0.07% | Reduce -3.9% | 90,152 | $6.3M |
| Daiichi Life Insurance Co., Ltd. | 0.16% | Reduce -16.6% | 90,093 | $6.3M |
| Forsta Ap-Fonden | 0.04% | Add +23.2% | 87,650 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.6% | 87,340 | $6.1M |
| Vest Financial, LLC | 0.08% | Add +6.4% | 86,883 | $6.1M |
| Handelsbanken Fonder AB | 0.02% | Add +10.9% | 83,695 | $5.9M |
| Arizona State Retirement System | 0.03% | Reduce -7.2% | 83,181 | $5.8M |
| CIBC Asset Management Inc | 0.01% | Add +75.8% | 82,407 | $5.8M |
| State of Michigan Retirement System | 0.03% | Reduce -4.1% | 81,719 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.3% | 81,120 | $5.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +2.0% | 81,083 | $5.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -2.5% | 79,848 | $5.6M |
| Czech National Bank | 0.04% | Add +4.0% | 79,162 | $5.6M |
| Intech Investment Management LLC | 0.05% | Reduce -37.8% | 79,036 | $5.5M |
| Atria Investments, Inc | 0.06% | Reduce -13.4% | 78,268 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 78,014 | $5.5M |
| Butensky & Cohen Financial Security, Inc. | 1.48% | Add +1.5% | 77,972 | $5.5M |
| Baxter Bros Inc. | 0.63% | Reduce -3.6% | 77,229 | $5.4M |
| Mackenzie Financial Corp. | 0.01% | Add +30.1% | 76,117 | $5.4M |
| Montag A & Associates Inc. | 0.25% | Reduce -5.0% | 76,649 | $5.4M |
| Annandale Capital, LLC | 0.86% | Reduce -8.5% | 75,479 | $5.3M |
| Tudor Investment Corporation | 0.03% | Add +682.8% | 75,015 | $5.3M |
| Comerica Bank | 0.02% | Reduce -6.5% | 74,911 | $5.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -69.4% | 74,074 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +12.2% | 72,260 | $5.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.2% | 71,800 | $5.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.0% | 69,832 | $4.9M |
| Vident Advisory, LLC | 0.05% | Reduce -14.6% | 68,829 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +25.1% | 68,434 | $4.8M |
| Voya Investment Management LLC | 0.01% | Reduce -2.1% | 67,773 | $4.8M |
| DNB Asset Management AS | 0.02% | Add +1.1% | 67,635 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +2.3% | 67,457 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -39.1% | 66,587 | $4.7M |
| Credit Agricole S A | 0.01% | Reduce -22.3% | 64,545 | $4.5M |
| Dean Investment Associates, LLC | 0.64% | Add +2.2% | 64,210 | $4.5M |
| ProShare Advisors LLC | 0.01% | Add +5.1% | 64,063 | $4.5M |
| &partners | 0.02% | Add +1.1% | 63,951 | $4.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.1% | 63,866 | $4.5M |
| Markel Group | 0.03% | No change | 60,750 | $4.3M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -11.5% | 60,658 | $4.3M |
| Natixis | 0.02% | Add +554.6% | 60,116 | $4.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 60,112 | $4.2M |
| NEOS Investment Management LLC | 0.02% | Add +14.1% | 59,618 | $4.2M |
| IFM Investors Pty Ltd | 0.03% | Add +4.0% | 57,894 | $4.1M |
| Manning & Napier Advisors LLC | 0.05% | Reduce -8.1% | 57,311 | $4.1M |
| Advisory Services Network, LLC | 0.06% | Reduce -16.7% | 57,241 | $4.0M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +38.1% | 56,343 | $4.0M |
| Asset Management Group, Inc. | 0.63% | Reduce -1.5% | 55,767 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -4.8% | 55,432 | $3.9M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -3.8% | 55,303 | $3.9M |
| SteelPeak Wealth, LLC | 0.13% | Add +29.2% | 54,667 | $3.8M |
| KLCM Advisors, Inc. | 0.33% | No change | 54,523 | $3.8M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +3.4% | 54,408 | $3.8M |
| Greenline Partners, LLC | 0.44% | Add +37.7% | 54,332 | $3.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +23.3% | 53,767 | $3.8M |
| Van Eck Associates Corp. | 0.00% | New | 53,536 | $3.8M |
| Prana Capital Management, LP | 0.14% | New | 53,301 | $3.7M |
| Callan Family Office, LLC | 0.08% | Add +80.6% | 53,268 | $3.7M |
| Fairman Group, LLC | 2.98% | Add +0.1% | 53,124 | $3.7M |
| Intrepid Capital Management Inc. | 1.79% | No change | 53,097 | $3.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -3.5% | 52,341 | $3.7M |
| Henshaw Capital LLC | 0.13% | Reduce -25.0% | 52,184 | $3.7M |
| Griffin Asset Management, Inc. | 0.39% | No change | 51,725 | $3.6M |
| Xponance LLC | 0.03% | Add +4.2% | 50,764 | $3.6M |
| Illumine Investment Management, LLC | 2.58% | Reduce -0.9% | 50,555 | $3.5M |
| Osmosis Investment Management UK Ltd | 0.09% | — | 50,144 | $3.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +27.8% | 50,121 | $3.5M |
| Aquatic Capital Management LLC | 0.10% | New | 49,519 | $3.5M |
| Susquehanna Fundamental Investments, LLC | 0.12% | Add +18.3% | 49,441 | $3.5M |
| Elevate Capital Advisors, LLC | 2.29% | No change | 49,424 | $3.5M |
| Thrive Capital Management, LLC | 0.76% | Reduce -0.4% | 48,524 | $3.4M |
| Utah Retirement Systems | 0.03% | No change | 48,202 | $3.4M |
| Caldwell Trust Co | 0.29% | No change | 47,276 | $3.3M |
| Sound View Wealth Advisors Group, LLC | 0.22% | Add +0.0% | 46,777 | $3.3M |
| USS Investment Management Ltd | 0.02% | Add +0.6% | 46,445 | $3.3M |
| Ethic Inc. | 0.05% | Add +2.0% | 46,174 | $3.2M |
| Godshalk Welsh Capital Management, Inc. | 1.81% | Reduce -1.4% | 45,270 | $3.2M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 44,882 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -7.1% | 44,792 | $3.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -21.5% | 44,298 | $3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 44,277 | $3.1M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -4.8% | 43,974 | $3.1M |
| New York Life Investment Management LLC | 0.03% | Add +7.2% | 43,601 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -0.7% | 42,746 | $3.0M |
| Cibc World Markets Corp. | 0.01% | — | 41,874 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.3% | 42,128 | $2.9M |
| Titiun Yejiel | 3.49% | — | 40,500 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -34.6% | 39,630 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -3.7% | 40,007 | $2.8M |
| Stoneridge Investment Partners LLC | 1.95% | New | 39,946 | $2.8M |
| Verition Fund Management LLC | 0.02% | Reduce -41.1% | 39,035 | $2.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.7% | 38,919 | $2.7M |
| Macquarie Group Ltd. | 0.01% | Add +12.8% | 38,840 | $2.7M |
| Horizon Investments, LLC | 0.03% | Add +4.5% | 38,723 | $2.7M |
| Tealwood Asset Management Inc. | 1.22% | Add +0.3% | 38,619 | $2.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.7% | 38,535 | $2.7M |
| Agf Management Ltd. | 0.01% | Reduce -16.0% | 38,346 | $2.7M |
| Panagora Asset Management Inc. | 0.01% | Reduce -31.4% | 38,296 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +3.0% | 37,802 | $2.7M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -3.0% | 37,594 | $2.6M |
| QRG Capital Management, Inc. | 0.03% | Add +6.6% | 37,530 | $2.6M |
| SeaBridge Investment Advisors LLC | 0.43% | Add +5.7% | 37,409 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +49.6% | 37,368 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.4% | 36,494 | $2.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.5% | 36,343 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Add +8.0% | 36,106 | $2.5M |
| Pacer Advisors, Inc. | 0.01% | Add +47.3% | 35,525 | $2.5M |
| Cibc World Market Inc. | 0.00% | Add +10.1% | 35,520 | $2.5M |
| Millennium Management | 0.00% | Add +62.9% | 35,239 | $2.5M |
| Agate Pass Investment Management, LLC | 0.91% | Reduce -3.9% | 35,098 | $2.5M |
| Independent Advisor Alliance | 0.06% | Reduce -34.9% | 34,736 | $2.4M |
| Insight Inv LLC | 1.36% | Reduce -0.3% | 34,618 | $2.4M |
| Donoghue Forlines LLC | 0.75% | New | 34,401 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.6% | 34,400 | $2.4M |
| Avanza Fonder AB | 0.06% | Add +46.4% | 34,117 | $2.4M |
| Resources Management Corp. /CT/ | 0.31% | Add +7.1% | 33,722 | $2.4M |
| OP Asset Management Ltd | 0.03% | No change | 33,433 | $2.3M |
| Dean Capital Management | 0.99% | Add +3.1% | 33,170 | $2.3M |
| Faithward Advisors, LLC | 0.34% | Add +184.8% | 33,095 | $2.3M |
| Argent Trust Co | 0.08% | Add +20.7% | 32,892 | $2.3M |
| Alamar Capital Management, LLC | 1.26% | Reduce -5.7% | 32,636 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -0.8% | 32,237 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 32,219 | $2.3M |
| Stance Capital LLC | 0.83% | Reduce -33.0% | 32,219 | $2.3M |
| Nordea Investment Management AB | 0.00% | Add +7.0% | 31,466 | $2.2M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -0.8% | 31,071 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -3.5% | 30,575 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.4% | 30,525 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +53.3% | 28,813 | $2.1M |
| TD Private Client Wealth LLC | 0.05% | Reduce -15.6% | 30,437 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.7% | 30,087 | $2.1M |
| Citadel Investment Advisory, Inc. | 0.90% | Add +105.5% | 29,693 | $2.1M |
| Applied Capital LLC | 1.43% | Add +0.9% | 29,675 | $2.1M |
| Mgo One Seven LLC | 0.04% | Reduce -5.1% | 29,485 | $2.1M |
| Tredje AP-fonden | 0.02% | Add +3.0% | 29,140 | $2.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -8.3% | 28,903 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -32.3% | 27,927 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | — | 27,411 | $1.9M |
| Allstate Corp. | 0.03% | Add +143.9% | 27,381 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -8.5% | 26,553 | $1.9M |
| American Trust | 0.16% | Add +5.0% | 26,381 | $1.8M |
| Candriam S.C.A. | 0.01% | Add +37.7% | 26,335 | $1.8M |
| Virtus Investment Advisers, LLC | 0.50% | Reduce -2.5% | 26,268 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.9% | 26,181 | $1.8M |
| Occudo Quantitative Strategies LP | 0.12% | New | 25,885 | $1.8M |
| NFSG Corp | 0.27% | Reduce -4.0% | 25,078 | $1.8M |
| Sierra Legacy Group | 1.28% | No change | 24,910 | $1.7M |
| Grace & White Inc. | 0.32% | No change | 24,869 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +12.9% | 24,850 | $1.7M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +3.5% | 24,706 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +92.6% | 24,689 | $1.7M |
| Nicholson Wealth Management Group, LLC | 1.01% | Add +15.6% | 24,509 | $1.7M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -55.6% | 24,477 | $1.7M |
| Banco Santander, S.A. | 0.01% | New | 24,306 | $1.7M |
| Parsons Capital Management Inc. | 0.09% | Add +0.5% | 24,303 | $1.7M |
| Board of the Pension Protection Fund | 1.62% | Add +92.9% | 24,300 | $1.7M |
| Elm3 Financial Group, LLC | 1.41% | Reduce -5.7% | 24,236 | $1.7M |
| Mizuho Securities USA LLC | 0.03% | Add +0.2% | 21,860 | $1.7M |
| Elgethun Capital Management | 0.29% | Add +0.0% | 24,069 | $1.7M |
| Towne Trust Company, N.A | 0.52% | Add +14.9% | 23,929 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,600 | $1.7M |
| Personal Cfo Solutions, LLC | 0.26% | Reduce -2.6% | 23,438 | $1.6M |
| AlphaQuest LLC | 0.09% | Reduce -52.4% | 23,362 | $1.6M |
| Skba Capital Management LLC | 0.23% | Add +7.5% | 23,326 | $1.6M |
| Generali Asset Management SPA SGR | 0.03% | New | 23,245 | $1.6M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -1.4% | 23,178 | $1.6M |
| Stegent Equity Advisors, Inc. | 1.24% | Add +14.0% | 22,678 | $1.6M |
| CI Investments Inc. | 0.01% | Add +344.6% | 22,372 | $1.6M |
| Bannerstone Capital Management, LLC | 1.49% | — | 22,199 | $1.6M |
| Empire Financial Management Company, LLC | 0.34% | Add +1.0% | 22,158 | $1.6M |
| Pullen Investment Management, LLC | 0.81% | Reduce -0.9% | 21,842 | $1.5M |
| Mitchell & Pahl Private Wealth, LLC | 0.63% | Reduce -0.7% | 21,598 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.8% | 21,579 | $1.5M |
| Granite Bay Wealth Management, LLC | 0.36% | No change | 21,210 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 21,193 | $1.5M |
| Citizens National Bank Trust Department | 0.26% | Reduce -1.6% | 21,137 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +7.2% | 21,122 | $1.5M |
| IMC-Chicago, LLC | 0.03% | New | 20,951 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Add +91.1% | 20,557 | $1.4M |
| Sage Capital Advisors,llc | 0.34% | Add +0.2% | 20,514 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +44.2% | 20,504 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.0% | 19,987 | $1.4M |
| Tidal Investments LLC | 0.01% | Add +37.7% | 19,966 | $1.4M |
| Ostrum Asset Management | 0.07% | Reduce -46.5% | 19,869 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.4% | 19,776 | $1.4M |
| Tema ETFs LLC | 0.11% | Reduce -0.3% | 19,763 | $1.4M |
| Delphi Management Inc. | 1.33% | Reduce -2.6% | 19,426 | $1.4M |
| Aurdan Capital Management, LLC | 0.42% | Reduce -2.5% | 19,195 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -11.3% | 19,171 | $1.3M |
| Resonant Capital Advisors, LLC | 0.07% | Add +0.2% | 19,078 | $1.3M |
| Investment Planning Advisors, Inc. | 0.38% | Reduce -8.0% | 18,407 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -98.3% | 18,371 | $1.3M |
| Rothschild Investment LLC | 0.07% | Reduce -0.1% | 18,351 | $1.3M |
| Norinchukin Bank, The | 0.01% | Add +6.7% | 18,226 | $1.3M |
| Kentucky Retirement Systems | 0.03% | No change | 18,218 | $1.3M |
| Almanack Investment Partners, LLC. | 0.22% | No change | 18,145 | $1.3M |
| Parr McKnight Wealth Management Group, LLC | 0.17% | Reduce -12.3% | 18,112 | $1.3M |
| HM Payson & Co. | 0.02% | Add +0.4% | 18,104 | $1.3M |
| Pensionfund Sabic | 0.34% | No change | 17,850 | $1.3M |
| Dark Forest Capital Management LP | 0.06% | Add +65.0% | 17,708 | $1.2M |
| Invst, LLC | 0.13% | Reduce -1.2% | 17,678 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.6% | 17,636 | $1.2M |
| National Philanthropic Trust | 0.01% | New | 17,620 | $1.2M |
| Tobam | 0.30% | Reduce -39.1% | 17,316 | $1.2M |
| JSF Financial, LLC | 0.25% | Reduce -0.6% | 17,211 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Reduce -4.1% | 17,203 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -10.2% | 17,077 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +6.9% | 17,047 | $1.2M |
| Trust Co. of Vermont | 0.05% | Reduce -1.0% | 16,960 | $1.2M |
| Diversify Wealth Management, LLC | 0.06% | Reduce -25.6% | 17,418 | $1.2M |
| Intesa Sanpaolo Wealth Management | 0.24% | — | 16,857 | $1.2M |
| Brown, Lisle/Cummings, Inc. | 0.29% | No change | 16,780 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Add +4.2% | 16,750 | $1.2M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -38.7% | 16,704 | $1.2M |
| W1M Asset Management Ltd | 0.01% | New | 16,700 | $1.2M |
| M&T Bank Corp | 0.00% | Add +14.3% | 16,690 | $1.2M |
| Pinebridge Investments LLC | 0.01% | — | 16,083 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -1.8% | 15,982 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +11.9% | 15,827 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 15,643 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +1.7% | 15,564 | $1.1M |
| Metis Global Partners, LLC | 0.03% | Reduce -3.2% | 15,414 | $1.1M |
| Weiss Asset Management LP | 0.02% | New | 15,346 | $1.1M |
| Fairfield, Bush & Co. | 0.57% | Reduce -0.8% | 15,336 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.5% | 15,300 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -1.0% | 15,271 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 15,148 | $1.1M |
| Impact Partnership Wealth, LLC | 0.14% | Add +35.9% | 15,132 | $1.1M |
| Jump Financial, LLC | 0.01% | New | 15,110 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 14,759 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +392.8% | 14,754 | $1.0M |
| Praxis Investment Management Inc. | 0.06% | No change | 14,737 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +39.3% | 14,685 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -20.7% | 14,652 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -11.2% | 14,614 | $1.0M |
| AG2R La Mondiale Gestion D'actifs | 0.05% | Reduce -1.4% | 14,567 | $1.0M |
| Sepio Capital, LP | 0.06% | Reduce -22.9% | 14,516 | $1.0M |
| Great Lakes Advisors, LLC | 0.01% | Add +3.1% | 14,476 | $1.0M |
| Inspire Advisors, LLC | 0.09% | Add +1.0% | 14,364 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +11.3% | 14,294 | $1.0M |
| SummitTX Capital, L.P. | 0.03% | Add +68.2% | 14,262 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +5.3% | 14,191 | $995K |
| Allianz Asset Management GmbH | 0.00% | Reduce -88.7% | 14,131 | $991K |
| Vise Technologies, Inc. | 0.02% | Add +26.6% | 13,885 | $974K |
| New Mexico Educational Retirement Board | 0.03% | Add +2.2% | 13,875 | $973K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -2.1% | 13,583 | $952K |
| Armistice Capital, LLC | 0.02% | New | 13,523 | $948K |
| Bellevue Asset Management, LLC | 0.31% | Reduce -0.1% | 13,509 | $947K |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -4.0% | 13,465 | $944K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.8% | 13,401 | $940K |
| Compass Wealth Management LLC | 0.23% | No change | 13,331 | $935K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.3% | 13,426 | $931K |
| Caisse Des Depots Et Consignations | 0.02% | No change | 13,103 | $919K |
| DF Dent & Co. Inc. | 0.01% | Reduce -14.7% | 13,040 | $914K |
| Impact Capital Partners LLC | 0.27% | Reduce -1.6% | 13,033 | $914K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 12,977 | $910K |
| Adalta Capital Management LLC | 0.40% | Add +5.1% | 12,705 | $891K |
| Abn Amro Investment Solutions | 0.01% | Add +248.8% | 12,573 | $882K |
| Net Worth Advisory Group | 0.18% | Add +11.0% | 12,540 | $879K |
| Mount Lucas Management LP | 0.39% | Add +0.9% | 12,503 | $877K |
| Advisory Alpha, LLC | 0.02% | Add +20.9% | 12,457 | $874K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -12.2% | 12,388 | $869K |
| Swedbank AB | 0.00% | No change | 12,376 | $868K |
| GAMMA Investing LLC | 0.04% | Add +1.5% | 12,354 | $866K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.9% | 12,345 | $866K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 12,298 | $862K |
| Strategy Asset Managers LLC | 0.14% | Reduce -1.0% | 12,239 | $858K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 11,929 | $836K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +0.1% | 11,868 | $832K |
| Cushing Capital Partners, LLC | 0.61% | Reduce -4.6% | 11,835 | $830K |
| Commerce Bank | 0.00% | Add +22.1% | 11,806 | $828K |
| Cumberland Partners Ltd | 0.05% | No change | 11,765 | $825K |
| HB Wealth Management, LLC | 0.01% | Add +1.4% | 11,722 | $822K |
| Nomura Holdings Inc. | 0.00% | Reduce -7.4% | 11,699 | $820K |
| LVW Advisors, LLC | 0.08% | Reduce -5.5% | 11,697 | $820K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.9% | 11,408 | $800K |
| Commerzbank Aktiengesellschaft | 0.02% | New | 11,347 | $796K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -16.1% | 11,310 | $793K |
| NCM Capital Management, LLC | 0.29% | No change | 11,259 | $789K |
| Oak Thistle LLC | 0.11% | New | 11,206 | $786K |
| Blair William & Co. | 0.00% | Add +17.6% | 11,171 | $783K |
| Quantbot Technologies LP | 0.03% | New | 11,144 | $781K |
| J.M. Arbour, LLC | 0.78% | — | 11,142 | $781K |
| Brown Brothers Harriman & Co. | 0.00% | Add +42.4% | 11,121 | $780K |
| Trueblood Wealth Management, LLC | 0.30% | Add +15.1% | 11,087 | $777K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 11,049 | $775K |
| UMB Bank, n.a. | 0.01% | Reduce -0.1% | 11,001 | $771K |
| Empirical Asset Management, LLC | 0.22% | Add +23.1% | 10,966 | $769K |
| Equitable Holdings, Inc. | 0.01% | Add +29.5% | 10,945 | $767K |
| Brown Advisory Inc. | 0.00% | Add +38.2% | 10,944 | $767K |
| Baird Financial Group, Inc. | 0.00% | Add +31.1% | 10,867 | $762K |
| Global Retirement Partners, LLC | 0.01% | Add +1200.1% | 10,843 | $760K |
| Bessemer Group Inc. | 0.00% | Reduce -20.8% | 10,820 | $759K |
| E. Ohman J:or Asset Management AB | 0.02% | New | 10,747 | $754K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +59.7% | 10,720 | $752K |
| Aprio Wealth Management, LLC | 0.04% | New | 10,635 | $746K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.8% | 10,562 | $741K |
| NewEdge Advisors, LLC | 0.00% | Add +12.1% | 10,554 | $740K |
| Murphy Pohlad Asset Management LLC | 0.28% | Reduce -0.9% | 10,462 | $734K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +1.5% | 10,277 | $721K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +2.5% | 10,199 | $715K |
| Gifford Fong Associates | 0.14% | No change | 10,125 | $710K |
| Empirical Finance, LLC | 0.03% | Reduce -4.3% | 10,087 | $707K |
| Teacher Retirement System of Texas | 0.00% | Reduce -96.1% | 10,054 | $705K |
| Siemens Fonds Invest GmbH | 0.04% | Add +11.5% | 9,918 | $702K |
| Keb Asset Management, LLC | 0.14% | Add +0.1% | 9,980 | $700K |
| North Dakota State Investment Board | 0.03% | — | 9,943 | $697K |
| Rydar Equities, Inc. | 0.54% | Add +6.7% | 9,803 | $687K |
| L2 Asset Management, LLC | 0.09% | Reduce -4.3% | 9,801 | $687K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -26.1% | 9,737 | $683K |
| Tectonic Advisors LLC | 0.04% | Add +7.6% | 9,676 | $678K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 9,593 | $673K |
| Baader Bank Aktiengesellschaft | 0.06% | Add +3.1% | 9,670 | $669K |
| Everpar Advisors LLC | 0.25% | Reduce -12.7% | 9,437 | $662K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +1.8% | 9,434 | $662K |
| King Luther Capital Management Corp. | 0.00% | No change | 9,426 | $661K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 9,335 | $655K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +112.7% | 9,301 | $652K |
| Storgate, LLC | 0.53% | — | 9,238 | $648K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.0% | 9,213 | $646K |
| Mirabella Financial Services LLP | 0.07% | New | 9,108 | $639K |
| Brooklyn Investment Group | 0.03% | New | 8,925 | $632K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -1.1% | 8,915 | $625K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.2% | 8,738 | $619K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | — | 8,780 | $616K |
| Evolve Private Wealth, LLC | 0.04% | — | 8,635 | $605K |
| Ossiam | 0.01% | Reduce -38.9% | 8,552 | $600K |
| JT Stratford LLC | 0.08% | Reduce -34.4% | 8,519 | $597K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.0% | 8,477 | $597K |
| Wealth Alliance, LLC | 0.06% | Add +2.1% | 8,496 | $596K |
| Wedmont Private Capital | 0.02% | Reduce -2.0% | 8,687 | $595K |
| Vestcor Inc | 0.02% | No change | 8,467 | $594K |
| Ritholtz Wealth Management | 0.01% | Add +0.2% | 8,344 | $585K |
| Arax Advisory Partners | 0.02% | Reduce -61.8% | 8,291 | $581K |
| Heritage Family Offices, LLP | 0.26% | Reduce -9.9% | 8,275 | $580K |
| Eagle Harbor Asset Management Inc. | 0.48% | Reduce -2.4% | 8,269 | $580K |
| YHB Investment Advisors, Inc. | 0.04% | No change | 8,261 | $579K |
| Securian Asset Management, Inc. | 0.02% | Reduce -43.4% | 8,163 | $572K |
| Procyon Advisors, LLC | 0.03% | Reduce -18.1% | 8,162 | $572K |
| Fifth Third Bancorp | 0.00% | Reduce -4.7% | 8,096 | $568K |
| Transatlantique Private Wealth LLC | 0.18% | Reduce -3.7% | 8,090 | $567K |
| Mufg Securities Americas Inc. | 0.04% | Add +0.1% | 8,088 | $567K |
| DORVAL Corp | 0.18% | Add +0.1% | 8,055 | $565K |
| Elser Financial Planning, Inc | 0.40% | New | 4,792 | $560K |
| International Assets Investment Management, LLC | 0.04% | New | 7,958 | $558K |
| Avior Wealth Management, LLC | 0.02% | Reduce -3.3% | 7,801 | $547K |
| IHT Wealth Management, LLC | 0.01% | Add +1.8% | 7,795 | $547K |
| Fiduciary Alliance LLC | 0.04% | Add +0.0% | 7,754 | $544K |
| Trustmark Bank Trust Department | 0.03% | Reduce -4.5% | 7,734 | $542K |
| Two Sigma Advisers, LP | 0.00% | Reduce -9.4% | 7,725 | $542K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 7,636 | $535K |
| Aurelius Family Office LLC | 0.23% | No change | 7,519 | $532K |
| Jones Financial Companies LLLP | 0.00% | Add +21.2% | 7,502 | $526K |
| Tufton Capital Management | 0.09% | Reduce -0.5% | 7,385 | $517K |
| Assenagon Asset Management S.A. | 0.00% | New | 7,338 | $515K |
| Carmel Capital Partners, LLC | 0.18% | Add +1.1% | 7,314 | $513K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -1.3% | 7,284 | $511K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.7% | 7,270 | $510K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -3.5% | 7,242 | $508K |
| Glenmede Trust Co. NA | 0.00% | — | 7,241 | $508K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | New | 7,222 | $506K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +45.8% | 7,161 | $502K |
| Forum Financial Management, LP | 0.01% | No change | 7,122 | $499K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.3% | 7,100 | $498K |
| AE Wealth Management LLC | 0.00% | Add +31.1% | 7,022 | $492K |
| Canada Post Corp Registered Pension Plan | 0.02% | Add +29.4% | 7,005 | $491K |
| STRS Ohio | 0.00% | Add +0.2% | 6,951 | $487K |
| Wealth Advisors of Iowa, LLC | 0.16% | Reduce -2.0% | 6,882 | $483K |
| Quadrant Capital Group LLC | 0.01% | Add +1.0% | 6,863 | $481K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -0.8% | 6,851 | $480K |
| DRW Securities, LLC | 0.04% | Reduce -60.2% | 6,839 | $480K |
| Manchester Financial Inc. | 0.09% | Reduce -6.8% | 6,822 | $478K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -31.2% | 6,792 | $476K |
| Investment Partners Asset Management, Inc. | 0.29% | No change | 6,750 | $473K |
| Tocqueville Asset Management L.P. | 0.01% | New | 6,750 | $473K |
| World Investment Advisors | 0.01% | Add +7.4% | 6,730 | $472K |
| Mather Group, Llc. | 0.00% | Reduce -3.6% | 6,678 | $468K |
| Crawford Investment Counsel Inc. | 0.01% | Add +2.1% | 6,638 | $465K |
| Wealthspire Advisors, LLC | 0.00% | Add +15.3% | 6,624 | $464K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -11.8% | 6,599 | $463K |
| Holocene Advisors, LP | 0.00% | Reduce -98.3% | 6,596 | $463K |
| Global Assets Advisory, LLC | 0.13% | Reduce -2.4% | 6,475 | $454K |
| Thrive Wealth Management, LLC | 0.07% | Reduce -1.9% | 6,470 | $454K |
| Diligent Investors, LLC | 0.11% | No change | 6,411 | $450K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.8% | 6,354 | $446K |
| Westco Advisory Services Inc. | 0.27% | — | 6,346 | $445K |
| Osterweis Capital Management Inc. | 0.03% | No change | 6,331 | $444K |
| Greenleaf Trust | 0.00% | Add +7.0% | 6,301 | $442K |
| AlphaCore Capital LLC | 0.01% | New | 6,291 | $441K |
| Naples Global Advisors, LLC | 0.03% | No change | 6,288 | $441K |
| Principal Securities, Inc. | 0.01% | Reduce -21.4% | 6,271 | $440K |
| Baron Wealth Management LLC | 0.13% | Reduce -2.9% | 6,220 | $436K |
| Private Trust Co. NA | 0.04% | Add +0.3% | 6,089 | $427K |
| Walleye Capital LLC | 0.00% | Add +523.1% | 6,057 | $425K |
| 1248 Management, LLC | 0.23% | New | 6,009 | $421K |
| Visionary Wealth Advisors | 0.02% | Add +1.2% | 6,007 | $421K |
| Wealth Quarterback LLC | 0.15% | Add +2.3% | 6,005 | $421K |
| Advisor OS, LLC | 0.03% | Reduce -5.3% | 5,996 | $420K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -11.9% | 5,993 | $420K |
| Cynosure Group, LLC | 0.04% | Add +9.1% | 5,959 | $418K |
| Sun Financial Inc | 0.23% | — | 5,874 | $412K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.2% | 5,851 | $410K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.0% | 5,814 | $408K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -6.0% | 5,808 | $407K |
| Romano Brothers and Company | 0.05% | Reduce -2.5% | 5,770 | $405K |
| Carnegie Investment Counsel | 0.01% | Reduce -14.0% | 5,737 | $402K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +15.7% | 5,714 | $401K |
| Atticus Wealth Management, LLC | 0.10% | Add +0.1% | 5,711 | $400K |
| Lincoln Capital LLC | 0.07% | Add +8.7% | 5,692 | $399K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 5,651 | $396K |
| Westerkirk Capital Inc. | 0.04% | No change | 5,600 | $393K |
| Pekin Hardy Strauss, Inc. | 0.04% | New | 5,575 | $391K |
| Woodline Partners LP | 0.00% | New | 5,550 | $389K |
| XTX Topco Ltd | 0.01% | Reduce -61.7% | 5,535 | $388K |
| Firethorn Wealth Partners, LLC | 0.14% | Add +1.9% | 5,510 | $386K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -2.5% | 5,503 | $386K |
| Guggenheim Capital LLC | 0.00% | Reduce -7.6% | 5,407 | $379K |
| Meeder Advisory Services, Inc. | 0.02% | Add +5.3% | 5,361 | $376K |
| Signaturefd, LLC | 0.01% | Add +5.5% | 5,353 | $375K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -51.0% | 5,352 | $375K |
| Picton Mahoney Asset Management | 0.00% | New | 5,312 | $372K |
| Willow Financial LLC | 0.38% | — | 5,274 | $370K |
| Beacon Financial Group | 0.04% | Add +0.1% | 5,258 | $369K |
| TruNorth Capital Management, LLC | 0.07% | Add +579.6% | 5,240 | $367K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -6.3% | 5,175 | $363K |
| Waverly Advisors, LLC | 0.00% | Add +35.0% | 5,158 | $362K |
| Perpetual Ltd | 0.01% | New | 5,095 | $357K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -13.0% | 5,070 | $355K |
| Compound Planning, Inc. | 0.01% | Reduce -2.3% | 5,067 | $355K |
| Third View Private Wealth, LLC | 0.05% | — | 5,043 | $354K |
| Syon Capital LLC | 0.02% | Add +25.6% | 5,038 | $353K |
| Spirepoint Private Client, LLC | 0.03% | Add +30.8% | 5,014 | $352K |
| Wexford Capital LP | 0.09% | Add +21.9% | 5,000 | $351K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -8.4% | 4,984 | $349K |
| Citizens Financial Group Inc. | 0.00% | Reduce -10.4% | 4,975 | $349K |
| Severin Investments, LLC | 0.31% | Reduce -7.7% | 4,964 | $348K |
| Genesis Private Wealth, LLC | 0.11% | Reduce -15.2% | 4,934 | $346K |
| Choreo, LLC | 0.00% | Reduce -12.6% | 4,886 | $346K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 4,923 | $345K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.8% | 4,921 | $345K |
| Financial Security Advisor, Inc. | 0.07% | Reduce -2.7% | 4,836 | $339K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.7% | 4,990 | $339K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -9.8% | 4,800 | $337K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -94.7% | 4,699 | $336K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -2.4% | 4,759 | $334K |
| Vontobel Holding Ltd. | 0.00% | Reduce -62.0% | 4,723 | $331K |
| Inspire Investing, LLC | 0.03% | Add +15.2% | 4,658 | $327K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.7% | 4,651 | $326K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,647 | $326K |
| Aureus Asset Management, LLC | 0.02% | No change | 4,644 | $326K |
| IFC Advisors LLC | 0.05% | Reduce -3.9% | 4,630 | $325K |
| IFG Advisory, LLC | 0.01% | Add +0.9% | 4,630 | $325K |
| Prudential PLC | 0.00% | No change | 4,591 | $322K |
| Delta Investment Management, LLC | 0.06% | Add +0.0% | 4,559 | $320K |
| Fox Run Management, L.L.C. | 0.05% | New | 4,537 | $318K |
| TCW Group Inc. | 0.00% | New | 4,518 | $317K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 4,506 | $316K |
| Cadent Capital Advisors, LLC | 0.08% | Reduce -17.7% | 4,501 | $316K |
| AlphaGrep UK Ltd | 0.10% | — | 4,457 | $313K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -8.9% | 4,457 | $313K |
| Bank of Nova Scotia Trust Co. | 0.03% | No change | 4,437 | $311K |
| Stevens Capital Management LP | 0.11% | New | 4,426 | $310K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.8% | 4,419 | $310K |
| CX Institutional | 0.01% | Add +4.2% | 4,403 | $309K |
| S-Bank Fund Management Ltd | 0.04% | Reduce -2.0% | 4,386 | $308K |
| Huntleigh Advisors, Inc. | 0.05% | Add +20.4% | 4,386 | $308K |
| Heartland Bank & Trust Co | 0.13% | Reduce -1.4% | 4,371 | $306K |
| Ingalls & Snyder LLC | 0.01% | Reduce -6.9% | 4,359 | $306K |
| Simplicity Wealth,LLC | 0.02% | Add +61.0% | 4,353 | $305K |
| Abacus Planning Group, Inc. | 0.04% | Add +0.5% | 4,307 | $302K |
| Compass Capital Corp. /Ma/ | 0.12% | Reduce -15.5% | 4,340 | $301K |
| NDVR, Inc. | 0.25% | Reduce -12.9% | 4,256 | $298K |
| Mountain Pacific Investment Advisers LLC | 0.05% | No change | 4,252 | $298K |
| Marshall Wace, LLP | 0.00% | Reduce -30.0% | 4,233 | $297K |
| Apella Capital, LLC | 0.01% | Add +2.3% | 4,112 | $288K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.9% | 4,088 | $287K |
| EntryPoint Capital, LLC | 0.11% | New | 4,053 | $284K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.4% | 4,021 | $282K |
| Somerset Trust Co | 0.09% | No change | 4,021 | $282K |
| Avalon Capital Management | 0.07% | New | 4,010 | $281K |
| Nilsine Partners, LLC | 0.02% | Add +1.6% | 3,971 | $278K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.3% | 3,926 | $275K |
| First Citizens Bank & Trust Co. | 0.01% | New | 3,922 | $275K |
| West Family Investments, Inc. | 0.06% | Reduce -8.0% | 3,917 | $275K |
| Arkadios Wealth Advisors | 0.01% | Add +23.5% | 3,907 | $274K |
| Hamilton Wealth, LLC | 0.05% | Add +18.2% | 3,890 | $273K |
| Keybank National Association | 0.00% | Reduce -34.0% | 3,863 | $271K |
| BIP Wealth, LLC | 0.01% | No change | 3,810 | $267K |
| Essex Financial Services, Inc. | 0.02% | Add +36.9% | 3,788 | $266K |
| Fisher Asset Management | 0.00% | Reduce -24.9% | 3,773 | $265K |
| CWS Financial Advisors, LLC | 0.07% | New | 3,758 | $264K |
| Strive Financial Group ,LLC | 0.14% | — | 3,744 | $263K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.2% | 3,714 | $260K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 3,700 | $259K |
| Woodward Diversified Capital, LLC | 0.12% | Reduce -2.1% | 3,691 | $259K |
| Cornerstone Financial Group, LLC | 0.18% | Reduce -1.2% | 3,682 | $258K |
| Chilton Capital Management LLC | 0.01% | No change | 3,667 | $257K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -13.6% | 3,653 | $256K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | No change | 3,630 | $255K |
| Advyzon Investment Management, LLC | 0.03% | Add +31.7% | 3,606 | $253K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.8% | 3,576 | $251K |
| Perbak Capital Partners LLP | 0.08% | Add +17.2% | 3,567 | $250K |
| GTS Securities LLC | 0.01% | Add +6.5% | 3,554 | $249K |
| Whittier Trust Co. | 0.00% | No change | 3,499 | $245K |
| Avestar Capital, LLC | 0.02% | Reduce -1.7% | 3,485 | $244K |
| First Nebraska Trust Co | 0.02% | No change | 3,465 | $243K |
| New Age Alpha Advisors, LLC | 0.01% | Add +35.4% | 3,450 | $242K |
| Crumly & Associates Inc. | 0.05% | Add +0.1% | 3,431 | $241K |
| Stratos Investment Management, LLC | 0.01% | Reduce -1.0% | 3,423 | $240K |
| Sowell Financial Services LLC | 0.01% | Add +2.5% | 3,400 | $238K |
| ABLE Financial Group, LLC | 0.05% | No change | 3,391 | $238K |
| IFP Advisors, Inc | 0.01% | Reduce -5.3% | 3,387 | $237K |
| PUREfi Wealth, LLC | 0.18% | No change | 3,382 | $237K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 3,370 | $236K |
| Legacy Wealth Advisors, LLC | 0.16% | — | 3,368 | $236K |
| Trust Asset Management LLC | 0.02% | Reduce -3.8% | 3,346 | $235K |
| Profund Advisors LLC | 0.01% | Reduce -19.6% | 3,321 | $233K |
| Arthur M. Cohen & Associates, LLC | 0.04% | No change | 3,300 | $231K |
| Fayez Sarofim & Co | 0.00% | Reduce -9.6% | 3,300 | $231K |
| Indie Asset Partners, LLC | 0.26% | No change | 3,273 | $230K |
| Alpha Family Trust | 0.10% | No change | 3,195 | $224K |
| Marble Wealth, LLC | 0.03% | — | 3,175 | $223K |
| Florida Financial Advisors, LLC | 0.06% | New | 3,163 | $222K |
| Three Magnolias Financial Advisors, LLC | 0.14% | No change | 3,159 | $222K |
| Accurate Wealth Management, LLC | 0.03% | Add +5.2% | 3,173 | $217K |
| FineMark National Bank & Trust | 0.01% | No change | 3,098 | $217K |
| Patton Fund Management, Inc. | 0.03% | Reduce -95.3% | 3,093 | $217K |
| 1ST Source Bank | 0.01% | No change | 3,075 | $216K |
| Summit Financial, LLC | 0.00% | Add +1.1% | 3,063 | $215K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -21.3% | 3,056 | $214K |
| Hancock Whitney Corp. | 0.00% | Reduce -18.5% | 3,049 | $214K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.0% | 3,038 | $213K |
| MQS Management LLC | 0.13% | New | 3,034 | $213K |
| Lantz Financial LLC | 0.04% | Reduce -1.8% | 3,034 | $213K |
| TD Waterhouse Canada Inc. | 0.00% | Add +18.9% | 3,025 | $212K |
| Tradewinds, LLC. | 0.05% | Reduce -1.6% | 3,013 | $211K |
| SmartHarvest Portfolios, LLC | 0.07% | — | 3,012 | $211K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -10.8% | 2,967 | $210K |
| Barnes Wealth Management Group, Inc | 0.11% | Add +0.1% | 2,978 | $209K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 2,970 | $208K |
| Summitry LLC | 0.01% | New | 2,955 | $207K |
| Regions Financial Corp. | 0.00% | New | 2,938 | $206K |
| Fiduciary Trust Co | 0.00% | Reduce -1.3% | 2,924 | $205K |
| Cannell & Spears LLC | 0.00% | No change | 2,904 | $204K |
| Exit Wealth Advisors, LLC. | 0.12% | Add +0.1% | 2,880 | $202K |
| StoneX Group Inc. | 0.01% | New | 2,877 | $202K |
| Graham Capital Wealth Management, LLC | 0.19% | Reduce -32.7% | 2,877 | $202K |
| Allworth Financial LP | 0.00% | Reduce -13.8% | 2,867 | $201K |
| Heritage Wealth Advisors | 0.01% | No change | 2,863 | $201K |
| Steph & Co. | 0.06% | Add +32.9% | 2,858 | $200K |
| Cigna Investments Inc. | 0.03% | No change | 2,847 | $200K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +8.3% | 2,758 | $193K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -34.4% | 2,738 | $192K |
| Blue Trust, Inc. | 0.00% | Reduce -3.6% | 2,693 | $189K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +234.4% | 2,545 | $178K |
| Eagle Bay Advisors LLC | 0.13% | Reduce -8.9% | 2,496 | $175K |
| Employees Retirement System of Texas | 0.00% | No change | 2,400 | $168K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 2,196 | $154K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.5% | 2,194 | $154K |
| Ascentis Wealth Management, LLC | 0.04% | Reduce -4.3% | 2,138 | $150K |
| JFS Wealth Advisors, LLC | 0.01% | Add +6.0% | 2,042 | $143K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,981 | $139K |
| Acadian Asset Management LLC | 0.00% | No change | 1,905 | $133K |
| LRI Investments, LLC | 0.01% | Add +3.0% | 1,863 | $131K |
| AlphaCentric Advisors LLC | 0.13% | — | 1,830 | $128K |
| Hantz Financial Services, Inc. | 0.00% | Add +108.8% | 1,829 | $128K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -38.7% | 1,728 | $121K |
| Covestor Ltd | 0.06% | Add +64.2% | 1,734 | $121K |
| Huntington National Bank | 0.00% | Reduce -28.2% | 1,705 | $120K |
| St. Johns Investment Management Company, LLC | 0.05% | No change | 1,687 | $118K |
| Versant Capital Management, Inc | 0.01% | Reduce -17.4% | 1,669 | $117K |
| Eastern Bank | 0.00% | No change | 1,666 | $117K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.2% | 1,548 | $108K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,545 | $108K |
| First Pacific Financial | 0.01% | Add +0.1% | 1,500 | $105K |
| Clearstead Advisors, LLC | 0.00% | Add +70.8% | 1,491 | $105K |
| Harbor Investment Advisory, LLC | 0.01% | Add +3.0% | 1,390 | $97K |
| FWL Investment Management, LLC | 0.02% | No change | 1,375 | $96K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.6% | 1,347 | $94K |
| Quent Capital, LLC | 0.01% | Reduce -4.3% | 1,306 | $92K |
| Cheviot Value Management, LLC | 0.01% | No change | 1,350 | $91K |
| Federated Hermes, Inc. | 0.00% | Reduce -10.4% | 1,301 | $91K |
| Fortitude Family Office, LLC | 0.02% | Reduce -0.9% | 1,261 | $88K |
| Westpac Banking Corp. | 0.01% | No change | 1,257 | $88K |
| McGuire Capital Advisors Inc. | 0.06% | — | 1,256 | $88K |
| Pandora Wealth, Inc. | 0.05% | No change | 1,167 | $82K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,110 | $78K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,061 | $74K |
| Creative Financial Designs Inc. | 0.00% | Reduce -27.6% | 1,047 | $73K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,012 | $71K |
| Measured Wealth Private Client Group, LLC | 0.02% | No change | 990 | $69K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 900 | $63K |
| Cromwell Holdings LLC | 0.03% | Reduce -1.8% | 883 | $62K |
| Raiffeisen Bank International AG | 0.00% | Add +287.4% | 864 | $61K |
| CYBER HORNET ETFs LLC | 0.04% | Add +6.1% | 855 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 829 | $58K |
| REAP Financial Group, LLC | 0.01% | Add +19.7% | 826 | $58K |
| Root Financial Partners, LLC | 0.00% | Add +1.5% | 792 | $56K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 784 | $55K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.0% | 778 | $55K |
| Lanark Financial, Inc. | 0.00% | Reduce -0.4% | 773 | $54K |
| eCIO, Inc. | 0.03% | New | 770 | $54K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 766 | $54K |
| PFS Partners, LLC | 0.02% | Add +1.5% | 745 | $52K |
| Sentry Investment Management LLC | 0.03% | No change | 745 | $52K |
| MAI Capital Management | 0.00% | Add +0.9% | 682 | $48K |
| Davis Capital Management | 0.03% | Reduce -0.7% | 677 | $47K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.3% | 673 | $47K |
| Trust Co | 0.00% | No change | 657 | $46K |
| Coastline Trust Co | 0.00% | No change | 622 | $44K |
| Colonial Trust Co / SC | 0.01% | Reduce -9.1% | 611 | $43K |
| Loomis Sayles & Co. L P | 0.00% | No change | 610 | $43K |
| DV Trading LLC | 0.00% | — | 605 | $42K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 600 | $42K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 595 | $42K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -4.6% | 585 | $41K |
| Quarry LP | 0.01% | New | 558 | $39K |
| Westside Investment Management, Inc. | 0.01% | Add +4.2% | 550 | $38K |
| Sarver Vrooman Wealth Advisors | 0.02% | Reduce -37.6% | 539 | $38K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 521 | $37K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 501 | $35K |
| Triumph Capital Management | 0.01% | New | 458 | $32K |
| CVA Family Office, LLC | 0.00% | Reduce -1.5% | 452 | $32K |
| Summit Securities Group LLC | 0.01% | Reduce -13.9% | 445 | $31K |
| CGC Financial Services, LLC | 0.01% | No change | 421 | $30K |
| DV Equities, LLC | 0.01% | — | 419 | $29K |
| Bogart Wealth, LLC | 0.00% | Reduce -6.0% | 404 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -23.9% | 398 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -14.1% | 397 | $28K |
| Pittenger & Anderson Inc. | 0.00% | No change | 375 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +140.0% | 360 | $26K |
| Hilltop National Bank | 0.01% | No change | 364 | $26K |
| Entrust Financial LLC | 0.02% | — | 352 | $25K |
| CoreCap Advisors, LLC | 0.00% | Add +7.7% | 349 | $24K |
| Crewe Advisors LLC | 0.00% | Add +107.1% | 348 | $24K |
| Compass Financial Services Inc | 0.01% | Add +1.8% | 343 | $24K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 341 | $24K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 337 | $24K |
| Align Financial, LLC | 0.01% | — | 23,350 | $23K |
| Navalign, LLC | 0.01% | New | 322 | $23K |
| Bayban | 0.02% | — | 315 | $22K |
| Manchester Capital Management LLC | 0.00% | Add +108.7% | 313 | $22K |
| Asset Dedication, LLC | 0.00% | No change | 311 | $22K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 308 | $22K |
| Larson Financial Group LLC | 0.00% | Add +35.6% | 305 | $21K |
| Private Wealth Management Group, LLC | 0.01% | No change | 300 | $21K |
| Leonteq Securities AG | 0.00% | Reduce -77.0% | 300 | $21K |
| Bokf, NA | 0.00% | Add +35.0% | 297 | $21K |
| Reflection Asset Management | 0.01% | — | 289 | $20K |
| Horizon Financial Services, LLC | 0.01% | Add +14.5% | 268 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -52.4% | 250 | $18K |
| MidFirst Bank | 0.00% | — | 247 | $17K |
| Financial Consulate, Inc. | 0.00% | No change | 241 | $17K |
| Clearstead Trust, LLC | 0.00% | Reduce -34.1% | 240 | $17K |
| Ares Financial Consulting, LLC | 0.01% | — | 225 | $16K |
| Princeton Global Asset Management LLC | 0.00% | No change | 225 | $16K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 267 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 204 | $14K |
| Hager Investment Management Services, LLC | 0.01% | No change | 199 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 199 | $14K |
| Spire Wealth Management | 0.00% | Reduce -93.7% | 195 | $14K |
| City Holding Co. | 0.00% | New | 190 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 186 | $13K |
| WPG Advisers, LLC | 0.01% | Reduce -75.7% | 185 | $13K |
| True Wealth Design, LLC | 0.00% | Reduce -9.1% | 180 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 177 | $12K |
| Davidson Capital Management Inc. | 0.00% | New | 175 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 173 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 166 | $12K |
| SRH Advisors, LLC | 0.00% | No change | 163 | $11K |
| MCF Advisors LLC | 0.00% | New | 160 | $11K |
| Global Wealth Strategies & Associates | 0.00% | No change | 160 | $11K |
| SouthState Bank Corp | 0.00% | Add +19.1% | 150 | $11K |
| LGT Financial Advisors LLC | 0.06% | Add +1.4% | 141 | $10K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -81.8% | 138 | $10K |
| Financial Management Professionals, Inc. | 0.00% | No change | 137 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +177.6% | 136 | $10K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 132 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 125 | $9K |
| Essential Partners LLC | 0.00% | Reduce -26.9% | 122 | $9K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 117 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +29.9% | 113 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 112 | $8K |
| Elyxium Wealth, LLC | 0.00% | New | 110 | $8K |
| Archer Investment Corp | 0.00% | Reduce -96.9% | 109 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 108 | $8K |
| Signature Equity Partners, LLC | 0.00% | — | 104 | $7K |
| MV Capital Management, Inc. | 0.00% | Add +2.0% | 104 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 101 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 108 | $7K |
| Clark Wealth Partners | 0.00% | No change | 99 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 98 | $7K |
| Colonial Trust Advisors | 0.00% | No change | 97 | $7K |
| Caitlin John, LLC | 0.00% | No change | 96 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Add +79.3% | 95 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 95 | $7K |
| Bravera Wealth | 0.00% | — | 95 | $7K |
| Zions Bancorporation, National Association | 0.00% | No change | 90 | $6K |
| Group One Trading LLC | 0.00% | New | 82 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 81 | $6K |
| Wealth Watch Advisors, INC | 0.00% | Add +76.7% | 76 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 75 | $5K |
| Park Place Capital Corp | 0.00% | New | 74 | $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% | No change | 64 | $4K |
| Family CFO Inc | 0.00% | New | 60 | $4K |
| Union Savings Bank | 0.00% | — | 60 | $4K |
| Avion Wealth | 0.00% | Reduce -13.2% | 59 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 56 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +16.0% | 58 | $4K |
| Westfuller Advisors, LLC | 0.00% | Reduce -1.9% | 53 | $4K |
| Clayton Financial Group LLC | 0.00% | New | 50 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 50 | $4K |
| ORG Partners LLC | 0.00% | Add +36.1% | 49 | $3K |
| Quattro Advisors LLC | 0.00% | — | 47 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.2% | 47 | $3K |
| Sachetta, LLC | 0.00% | No change | 46 | $3K |
| Legacy Bridge, LLC | 0.00% | New | 43 | $3K |
| First United Bank & Trust | 0.00% | Reduce -60.9% | 43 | $3K |
| First PREMIER Bank | 0.00% | No change | 43 | $3K |
| C M Bidwell & Associates Ltd. | 0.00% | Reduce -87.7% | 40 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +53.9% | 40 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 34 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -35.9% | 34 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 33 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 31 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -73.5% | 31 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +15.4% | 30 | $2K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 31 | $2K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.2% | 30 | $2K |
| Kilter Group LLC | 0.00% | Reduce -27.0% | 27 | $2K |
| Sunrise Financial Services, LLC | 0.00% | — | 27 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 24 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 24 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 23 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -58.0% | 21 | $1K |
| Key Financial Inc | 0.00% | Reduce -82.1% | 19 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 16 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 16 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 16 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +15.4% | 15 | $1K |
| Valley National Advisers Inc. | 0.00% | Add +14.3% | 16 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 8 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -12.5% | 14 | $982 |
| Aventura Private Wealth, LLC | 0.00% | Reduce -91.7% | 14 | $982 |
| 1015 Capital Partners, LLC | 0.00% | — | 13 | $912 |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 13 | $912 |
| HFM Investment Advisors, LLC | 0.00% | No change | 13 | $912 |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 12 | $841 |
| American Capital Advisory, LLC | 0.00% | No change | 11 | $772 |
| Quaker Wealth Management, LLC | 0.00% | Add +37.5% | 11 | $772 |
| Rakuten Securities, Inc. | 0.00% | No change | 11 | $771 |
| USA Financial Formulas | 0.00% | New | 11 | $771 |
| Winnacle Wealth LLC | 0.00% | No change | 10 | $710 |
| Anfield Capital Management, LLC | 0.00% | No change | 10 | $701 |
| WestEnd Advisors, LLC | 0.00% | Add +42.9% | 10 | $701 |
| United Community Bank | 0.00% | No change | 9 | $631 |
| Seneschal Advisors, LLC | 0.00% | No change | 6 | $421 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $421 |
| Nemes Rush Group LLC | 0.00% | New | 6 | $421 |
| Atlas Capital Advisors Inc. | 0.00% | — | 6 | $420 |
| Atlantic Private Wealth, LLC | 0.00% | New | 5 | $351 |
| Nvwm, LLC | 0.00% | New | 5 | $351 |
| Luken Investment Analytics, LLC | 0.00% | New | 5 | $351 |
| Highline Wealth Partners LLC | 0.00% | No change | 5 | $351 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 4 | $281 |
| Abound Wealth Management | 0.00% | New | 3 | $181 |
| NorthAvenue LLC | 0.00% | — | 2 | $141 |
| Arcadia Investment Management Corp. | 0.00% | New | 2 | $141 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $72 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $71 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 1 | $70 |
| Y.D. More Investments Ltd | 0.00% | Reduce -8.5% | 216 | $47 |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.