WR BerkleyWRB

13F holders, Q1 2026 (March 31)
926holders −26
82new positions
104sold out
9famous investors
$66.28avg. 13F price*

At the end of Q1 2026, 926 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, down 26 from Q4 2025. 82 opened new positions and 104 sold out. The largest holders were Mitsui Sumitomo Insurance Co Ltd ($3.9B), BlackRock, Inc. ($1.5B) and Vanguard Capital Management LLC ($1.3B). 9 famous investors held it, including Bruce Berkowitz (1.1% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q1 2026)
Sector
Finance
CUSIP
084423102
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions82$83.7M
Exits104$116.4M

All 13F filers, Q4 2025 → Q1 2026: 19,422,529 shares bought and 17,899,429 shares sold, net +1,523,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 926 holders

Mitsui Sumitomo Insurance Co Ltd 100.00% Add +16.3% 58,780,450 $3.9B
BlackRock, Inc. 0.03% Reduce -7.1% 23,280,608 $1.5B
Vanguard Capital Management LLC 0.03% — 18,925,841 $1.3B
Vanguard Portfolio Management LLC 0.05% — 14,750,233 $977.6M
State Street Corp. 0.03% Reduce -3.4% 14,405,410 $954.8M
Morgan Stanley 0.04% Add +6.3% 10,412,465 $690.1M
Geode Capital Management, LLC 0.03% Reduce -1.4% 8,229,654 $549.2M
Kayne Anderson Rudnick Investment Management LLC 1.51% Reduce -10.8% 7,772,213 $515.1M
Invesco Ltd. 0.03% Add +2.8% 5,051,765 $334.8M
First Trust Advisors LP 0.19% Add +10.5% 3,972,929 $263.3M
Wells Fargo & Company 0.05% Reduce -5.0% 3,789,666 $251.2M
Dimensional Fund Advisors LP 0.05% Add +3.6% 3,768,180 $249.8M
JPMorgan Chase & Co. 0.01% Add +10.6% 3,273,964 $216.9M
UBS Group AG 0.04% Reduce -6.8% 3,267,776 $216.6M
Bank of America Corp. 0.01% Add +23.4% 2,904,522 $192.5M
Goldman Sachs Group Inc. 0.02% Add +3.5% 2,851,284 $189.0M
Northern Trust Corp. 0.02% Reduce -6.3% 2,705,395 $179.3M
Janus Henderson Group PLC 0.08% Reduce -30.9% 2,457,890 $162.9M
1832 Asset Management L.P. 0.20% Reduce -1.3% 2,293,921 $152.0M
Royal London Asset Management Ltd. 0.32% Reduce -18.1% 2,284,583 $151.4M
Polar Capital Holdings Plc 0.66% Reduce -7.0% 2,275,000 $150.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -2.0% 2,175,492 $144.2M
Bank of New York Mellon Corp 0.02% Reduce -7.6% 2,033,932 $134.8M
Principal Financial Group Inc. 0.07% Reduce -29.1% 1,918,380 $127.2M
Charles Schwab Investment Management Inc. 0.02% Add +1.3% 1,901,305 $126.0M
Legal & General Group Plc 0.03% Reduce -9.2% 1,871,044 $124.0M
AQR Capital Management 0.06% Add +6.9% 1,848,105 $122.5M
Vanguard Fiduciary Trust Co. 0.03% — 1,658,869 $109.9M
Madison Asset Management, LLC 1.33% Reduce -6.1% 1,618,906 $107.3M
Citadel Advisors 0.07% Add +1142.0% 1,394,141 $92.4M
FMR LLC 0.00% Add +9.4% 1,389,362 $92.1M
Chilton Investment Co. Inc. 2.16% Reduce -15.2% 1,388,792 $92.0M
Natixis Advisors, LLC 0.12% Add +16.3% 1,348,958 $89.4M
Royal Bank of Canada 0.02% Reduce -17.2% 1,296,875 $86.0M
EULAV Asset Management 2.61% Reduce -5.0% 1,230,464 $81.6M
Barclays PLC 0.03% Add +17.4% 1,227,343 $81.3M
Deutsche Bank AG 0.03% Add +32.0% 1,144,757 $75.9M
Anchor Capital Advisors LLC 2.14% Add +0.7% 1,133,890 $75.2M
Jones Financial Companies LLLP 0.04% Add +15193.4% 1,147,307 $74.3M
Confluence Investment Management LLC 1.15% Reduce -5.8% 1,113,400 $73.8M
HSBC Holdings PLC 0.04% Reduce -36.4% 1,103,332 $73.2M
Raymond James Financial Inc. 0.02% Reduce -7.7% 1,100,375 $72.9M
Cornerstone Investment Partners, LLC 2.93% Reduce -4.3% 1,052,504 $69.8M
Jane Street Group, LLC 0.07% Add +5849.1% 1,014,135 $67.2M
Envestnet Asset Management Inc. 0.02% Reduce -2.3% 896,168 $59.4M
Parnassus Investments, LLC 0.16% Add +1.6% 806,103 $53.4M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -22.7% 803,150 $53.2M
PFA Pension, Forsikringsaktieselskab 0.16% Reduce -14.1% 791,287 $52.4M
Cerity Partners LLC 0.07% Add +3.7% 775,409 $51.4M
Swiss National Bank 0.03% Reduce -12.8% 724,962 $48.1M
Amundi 0.01% Reduce -10.3% 721,040 $47.8M
Citigroup Inc. 0.03% Add +31.8% 707,114 $46.9M
Stifel Financial Corp. 0.04% Reduce -5.2% 666,729 $44.2M
Caisse de depot et placement du Quebec 0.07% Reduce -3.9% 658,590 $43.7M
BloombergSen Inc. 4.88% Reduce -3.3% 657,260 $43.6M
Vanguard Global Advisers, LLC 0.02% — 648,408 $43.0M
Mraz, Amerine & Associates, Inc. 6.16% Reduce -0.4% 630,593 $41.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Reduce -1.8% 622,556 $41.3M
BNP Paribas Financial Markets 0.03% Add +0.1% 582,155 $38.6M
Rhumbline Advisers 0.03% Reduce -7.1% 575,722 $38.2M
Truist Financial Corp. 0.05% Reduce -16.5% 572,234 $37.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -21.4% 563,768 $37.4M
Nuveen, LLC 0.01% Reduce -12.8% 523,817 $34.7M
Brandes Investment Partners, LP 0.24% Reduce -37.3% 513,217 $34.0M
Maren Capital LLC 1.75% Reduce -5.9% 504,611 $33.4M
California Public Employees Retirement System 0.02% Reduce -35.0% 502,561 $33.3M
Manufacturers Life Insurance Company, The 0.03% Add +4.0% 499,839 $33.1M
Victory Capital Management Inc. 0.02% Reduce -12.8% 472,302 $31.3M
Millennium Management 0.02% Add +1203.2% 459,227 $30.4M
Tudor Investment Corporation 0.15% Add +468.4% 426,345 $28.3M
SG Americas Securities, LLC 0.03% Add +23.6% 425,134 $28.2M
T. Rowe Price Associates Inc. 0.00% Reduce -1.2% 423,154 $28.0M
Russell Investments Group, Ltd. 0.03% Reduce -12.2% 407,085 $27.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 405,822 $26.9M
Franklin Resources Inc. 0.01% Add +47.2% 393,082 $26.1M
Dundas Partners LLP 2.06% Reduce -66.4% 390,567 $25.9M
America First Investment Advisors, LLC 4.70% Add +0.3% 380,335 $25.2M
Aware Super Pty Ltd as trustee of Aware Super 0.37% — 364,949 $24.2M
APG Asset Management N.V. 0.07% Reduce -10.1% 402,127 $23.1M
Zacks Investment Management 0.17% Reduce -2.5% 328,412 $21.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +59.7% 311,018 $20.6M
Bank of Nova Scotia 0.04% Reduce -9.7% 310,476 $20.6M
Alliancebernstein L.P. 0.01% Reduce -10.5% 292,875 $20.5M
California State Teachers Retirement System 0.02% Reduce -19.3% 309,615 $20.5M
Wallington Asset Management, LLC 2.72% Reduce -3.0% 308,444 $20.4M
Cwm, LLC 0.05% Reduce -4.8% 280,114 $18.6M
Rockefeller Capital Management L.P. 0.03% Reduce -1.3% 278,500 $18.5M
Silvercrest Asset Management Group LLC 0.13% Reduce -2.0% 274,047 $18.2M
Two Sigma Investments, LP 0.02% Add +928.1% 272,989 $18.1M
Barlow Wealth Partners, LLC 2.01% Add +0.2% 270,284 $18.1M
Danske Bank A/S 0.04% Reduce -46.5% 272,160 $18.0M
Quantinno Capital Management LP 0.03% Add +8.3% 263,179 $17.4M
PhiloSmith Capital Corp 4.92% No change 260,381 $17.3M
Storebrand Asset Management As 0.05% Reduce -13.9% 258,261 $17.1M
New York State Teachers Retirement System 0.03% Reduce -4.2% 257,232 $17.0M
Fairholme Capital Management 1.12% Reduce -1.5% 256,350 $17.0M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.1% 253,463 $16.8M
Aviva PLC 0.03% Reduce -0.6% 249,409 $16.5M
Bank of Montreal 0.01% Reduce -4.9% 247,229 $16.4M
Illinois Municipal Retirement Fund 0.21% Reduce -2.1% 245,499 $16.3M
LPL Financial LLC 0.00% Reduce -18.1% 244,510 $16.2M
Captrust Financial Advisors 0.03% Reduce -74.6% 240,875 $16.0M
Gilder Gagnon Howe & Co. LLC 0.19% Reduce -0.6% 240,239 $15.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -3.5% 237,896 $15.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -10.7% 226,233 $15.5M
Hutchinson Capital Management 2.84% Reduce -0.9% 232,906 $15.4M
State of Wisconsin Investment Board 0.03% Reduce -8.4% 225,725 $15.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -10.6% 218,824 $14.5M
Townsend & Associates, Inc 1.25% Add +3.5% 214,024 $14.4M
Korea Investment CORP 0.03% Add +88.7% 214,675 $14.2M
Curi Capital, LLC 0.25% Reduce -0.0% 212,241 $14.1M
Isthmus Partners, LLC 1.42% Reduce -2.0% 204,520 $13.6M
D. E. Shaw & Co. 0.01% New 200,813 $13.3M
Janney Montgomery Scott LLC 0.03% Reduce -3.3% 196,863 $13.0M
Mercer Global Advisors Inc. 0.02% Add +1.7% 196,070 $13.0M
Stansberry Asset Management, LLC 1.34% Reduce -35.8% 193,328 $12.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -59.9% 192,096 $12.8M
Nisa Investment Advisors, LLC 0.05% Reduce -2.5% 186,125 $12.3M
American Century Companies Inc. 0.01% Reduce -50.2% 183,583 $12.2M
Aberdeen Group plc 0.02% Reduce -1.0% 181,035 $12.0M
Susquehanna Fundamental Investments, LLC 0.45% Add +265.5% 180,699 $12.0M
GHP Investment Advisors, Inc. 0.49% Add +0.0% 179,058 $11.9M
HRT Financial LP 0.03% New 176,640 $11.7M
Sei Investments Co. 0.01% Reduce -18.6% 173,565 $11.5M
Quantbot Technologies LP 0.47% Add +1447.6% 172,464 $11.4M
Pictet Asset Management Holding SA 0.01% Reduce -16.9% 171,834 $11.4M
Trexquant Investment LP 0.08% Add +72.0% 169,329 $11.2M
Stephens Inc. 0.14% Reduce -38.2% 169,325 $11.2M
Gotham Asset Management 0.03% Reduce -40.5% 167,126 $11.1M
National Bank of Canada 0.01% Reduce -21.5% 159,032 $10.5M
Qube Research & Technologies Ltd 0.01% New 154,049 $10.2M
Financial Strategies Group, Inc. 1.66% Add +16.1% 149,793 $9.9M
TD Asset Management Inc 0.01% Reduce -20.6% 149,301 $9.9M
Buckland Partners Management Co LLC 5.97% No change 148,500 $9.8M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.7% 146,986 $9.7M
Prudential Financial Inc. 0.01% Reduce -3.8% 143,131 $9.5M
Gabelli Funds LLC 0.06% Reduce -0.7% 140,750 $9.3M
Frontier Capital Management Co. LLC 0.10% Reduce -3.4% 139,425 $9.2M
Prana Capital Management, LP 0.28% Add +160.7% 138,955 $9.2M
New York State Common Retirement Fund 0.01% Reduce -16.3% 133,812 $8.9M
Assetmark, Inc. 0.02% Add +9.9% 132,231 $8.8M
Speece Thorson Capital Group Inc. 1.99% Reduce -9.0% 131,854 $8.7M
Eagle Rock Investment Company, LLC 1.26% Add +9.8% 130,511 $8.7M
Corbyn Investment Management Inc. 3.97% Reduce -0.3% 128,104 $8.5M
Means Investment Co., Inc. 0.73% Reduce -0.1% 126,308 $8.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +183.8% 125,648 $8.3M
Eagle Capital Management LLC 0.03% No change 123,547 $8.2M
Vanguard Investments Australia, Ltd. 0.02% — 123,245 $8.2M
Tredje AP-fonden 0.04% Add +310.9% 119,735 $7.9M
KBC Group NV 0.02% Reduce -5.0% 119,702 $7.9M
Resona Asset Management Co.,Ltd. 0.04% Reduce -14.2% 118,494 $7.9M
Mn Services Vermogensbeheer B.V. 0.05% No change 116,868 $7.7M
Susquehanna International Group, LLP 0.01% Add +281.7% 116,526 $7.7M
Creative Planning 0.01% Add +6.4% 116,000 $7.7M
Corient Private Wealth LP 0.01% Reduce -15.0% 115,918 $7.7M
Asset Management One Co., Ltd. 0.02% Reduce -16.6% 114,342 $7.6M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 114,252 $7.6M
Mattern Capital Management, LLC 0.90% Add +5.6% 112,872 $7.5M
Toronto Dominion Bank 0.01% Reduce -15.1% 112,545 $7.5M
State of Tennessee, Department of Treasury 0.02% No change 111,802 $7.4M
Verdence Capital Advisors LLC 0.43% Add +2.0% 111,732 $7.4M
CIBC Bancorp USA Inc. 0.01% — 110,416 $7.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -34.2% 110,855 $7.3M
KLP Kapitalforvaltning As 0.03% No change 110,179 $7.3M
Benjamin Edwards Inc. 0.07% Reduce -4.8% 106,884 $7.1M
Titiun Yejiel 7.13% Add +162.5% 106,321 $7.0M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -2.0% 103,954 $6.9M
Dakota Wealth Management 0.15% Add +2.8% 101,504 $6.7M
7G Capital Management, LLC 3.95% No change 100,000 $6.6M
Ensign Peak Advisors, Inc 0.01% Reduce -19.6% 99,126 $6.6M
Burney Co./ 0.20% Reduce -14.3% 98,804 $6.5M
Vest Financial, LLC 0.08% Add +13.7% 98,794 $6.5M
Treasurer of the State of North Carolina 0.02% Reduce -20.8% 96,254 $6.4M
Sciencast Management LP 0.81% New 95,406 $6.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -7.2% 94,253 $6.2M
GAMCO Investors 0.06% Reduce -1.4% 91,219 $6.0M
Vident Advisory, LLC 0.05% Add +29.4% 89,062 $5.9M
DekaBank Deutsche Girozentrale 0.01% No change 85,269 $5.7M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -11.4% 85,567 $5.7M
Greenline Partners, LLC 0.61% Add +57.4% 85,514 $5.7M
Public Sector Pension Investment Board 0.02% Reduce -10.0% 84,741 $5.6M
CIBC Asset Management Inc 0.01% Add +2.8% 84,722 $5.6M
Osaic Holdings, Inc. 0.01% Reduce -22.0% 83,068 $5.5M
Mackenzie Financial Corp. 0.01% Add +8.3% 82,420 $5.5M
Daiichi Life Insurance Co., Ltd. 0.16% Reduce -9.2% 81,828 $5.4M
Czech National Bank 0.04% Add +2.5% 81,146 $5.4M
State of New Jersey Common Pension Fund D 0.02% Reduce -17.3% 81,144 $5.4M
State of Michigan Retirement System 0.03% Reduce -1.0% 80,919 $5.4M
Butensky & Cohen Financial Security, Inc. 1.38% Add +1.7% 79,291 $5.3M
Cetera Investment Advisers 0.01% Add +1.6% 79,272 $5.3M
Fifth Third Bancorp 0.01% Add +875.9% 79,006 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -2.8% 78,887 $5.2M
Davidson Capital Management Inc. 0.92% Add +43910.9% 77,019 $5.1M
NewEdge Wealth, LLC 0.06% Reduce -15.6% 76,058 $5.0M
Atria Investments, Inc 0.06% Reduce -3.0% 75,951 $5.0M
MUFG Securities EMEA plc 0.07% Add +516.5% 75,815 $5.0M
Rafferty Asset Management, LLC 0.02% Reduce -20.9% 72,439 $4.8M
Baxter Bros Inc. 0.59% Reduce -6.5% 72,214 $4.8M
Erste Asset Management GmbH 0.04% Reduce -35.0% 72,343 $4.8M
Montag A & Associates Inc. 0.22% Reduce -6.5% 71,648 $4.7M
Tidal Investments LLC 0.01% Add +258.7% 71,615 $4.7M
Handelsbanken Fonder AB 0.02% Reduce -15.4% 70,813 $4.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.6% 69,406 $4.6M
Schonfeld Strategic Advisors LLC 0.04% New 68,643 $4.5M
MetLife Investment Management, LLC 0.02% Reduce -4.7% 68,419 $4.5M
Kestra Advisory Services, LLC 0.02% Reduce -1.0% 67,753 $4.5M
Elevate Capital Advisors, LLC 2.89% Add +36.3% 67,373 $4.5M
Arizona State Retirement System 0.03% Reduce -19.3% 67,110 $4.4M
&partners 0.02% Add +3.5% 66,198 $4.4M
Pathstone Holdings, LLC 0.02% Reduce -2.4% 65,818 $4.4M
Dean Investment Associates, LLC 0.61% Add +2.3% 65,673 $4.4M
Public Employees Retirement System of Ohio 0.01% Reduce -25.1% 65,442 $4.3M
New Vernon Investment Management LLC 4.51% New 64,046 $4.2M
Man Group plc 0.01% Reduce -38.1% 63,710 $4.2M
Retirement Systems of Alabama 0.01% Reduce -0.9% 63,272 $4.2M
HighTower Advisors, LLC 0.00% Reduce -49.8% 63,095 $4.2M
Waverly Advisors, LLC 0.03% Add +1115.9% 62,715 $4.2M
Intech Investment Management LLC 0.04% Reduce -21.1% 62,340 $4.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -15.9% 62,280 $4.1M
Swiss Life Asset Management Ltd 0.02% Reduce -42.5% 61,207 $4.1M
DNB Asset Management AS 0.01% Reduce -10.1% 60,838 $4.0M
ExodusPoint Capital Management, LP 0.04% Reduce -79.6% 60,832 $4.0M
Markel Group 0.03% No change 60,750 $4.0M
ProShare Advisors LLC 0.01% Reduce -5.6% 60,499 $4.0M
Voya Investment Management LLC 0.00% Reduce -11.2% 60,152 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 59,676 $4.0M
SEB Asset Management AB 0.02% — 59,523 $3.9M
Annandale Capital, LLC 0.64% Reduce -21.7% 59,079 $3.9M
Amalgamated Bank 0.03% Add +5.2% 58,330 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.9% 57,576 $3.8M
Daiwa Securities Group Inc. 0.01% Reduce -6.2% 56,913 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -30.1% 55,788 $3.7M
Intrepid Capital Management Inc. 1.73% Add +4.5% 55,496 $3.7M
State of Alaska, Department of Revenue 0.04% No change 55,303 $3.7M
Asset Management Group, Inc. 0.59% Reduce -1.4% 54,992 $3.6M
Van Eck Associates Corp. 0.00% Add +2.4% 54,841 $3.6M
KLCM Advisors, Inc. 0.31% No change 54,523 $3.6M
Manning & Napier Advisors LLC 0.05% Reduce -5.4% 54,231 $3.6M
Squarepoint Ops LLC 0.01% Reduce -61.5% 53,642 $3.6M
Fairman Group, LLC 3.01% No change 53,124 $3.5M
USS Investment Management Ltd 0.01% Add +14.1% 52,990 $3.5M
Advisory Services Network, LLC 0.05% Reduce -7.6% 52,899 $3.5M
SteelPeak Wealth, LLC 0.11% Reduce -3.8% 52,609 $3.5M
IFM Investors Pty Ltd 0.03% Reduce -9.7% 52,277 $3.5M
Henshaw Capital LLC 0.13% Add +0.1% 52,249 $3.5M
Agf Management Ltd. 0.02% Add +35.2% 51,831 $3.4M
Griffin Asset Management, Inc. 0.39% No change 51,725 $3.4M
Credit Agricole S A 0.01% Reduce -20.6% 51,278 $3.4M
Robeco Institutional Asset Management B.V. 0.00% Reduce -7.1% 50,524 $3.3M
Illumine Investment Management, LLC 2.56% Reduce -0.6% 50,254 $3.3M
Stance Capital LLC 1.58% Add +52.8% 49,215 $3.3M
Xponance LLC 0.02% Reduce -3.7% 48,868 $3.2M
Thrive Capital Management, LLC 0.71% Add +0.1% 48,586 $3.2M
Caldwell Trust Co 0.28% No change 47,276 $3.1M
Sound View Wealth Advisors Group, LLC 0.21% Reduce -0.1% 46,754 $3.1M
NEOS Investment Management LLC 0.02% Reduce -22.1% 46,458 $3.1M
MML Investors Services, LLC 0.01% Add +8.1% 46,205 $3.1M
Godshalk Welsh Capital Management, Inc. 1.74% Reduce -0.3% 45,158 $3.0M
Cibc World Market Inc. 0.01% Add +25.2% 44,486 $2.9M
Ameritas Investment Partners, Inc. 0.09% Add +0.9% 44,380 $2.9M
New York Life Investment Management LLC 0.02% Add +1.5% 44,271 $2.9M
Vanguard Personalized Indexing Management, LLC 0.03% Add +2.4% 40,955 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -2.9% 40,927 $2.7M
Focus Partners Wealth 0.00% Reduce -43.5% 40,837 $2.7M
Callan Family Office, LLC 0.06% Reduce -23.4% 40,802 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +6.6% 39,846 $2.6M
Hennessy Advisors Inc. 0.09% New 39,500 $2.6M
Resources Management Corp. /CT/ 0.34% Add +16.1% 39,148 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.5% 38,489 $2.6M
Tealwood Asset Management Inc. 1.16% Reduce -0.6% 38,401 $2.5M
QRG Capital Management, Inc. 0.03% Add +1.9% 38,254 $2.5M
Los Angeles Capital Management LLC 0.01% Add +709.7% 38,048 $2.5M
Insight Inv LLC 1.34% Add +7.1% 37,068 $2.5M
Utah Retirement Systems 0.02% Reduce -24.2% 36,553 $2.4M
UniSuper Management Pty Ltd 0.02% Reduce -3.5% 36,266 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.4% 36,198 $2.4M
Twinbeech Capital LP 0.25% New 36,100 $2.4M
Worldquant Millennium Advisors LLC 0.01% New 35,945 $2.4M
TD Waterhouse Canada Inc. 0.01% Add +1107.1% 36,516 $2.4M
Argent Trust Co 0.08% Add +6.9% 35,150 $2.3M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -21.7% 35,062 $2.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -22.6% 34,298 $2.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.6% 34,200 $2.3M
Avanza Fonder AB 0.06% No change 34,117 $2.3M
Ethic Inc. 0.04% Reduce -26.2% 34,095 $2.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -36.7% 34,044 $2.3M
Elo Mutual Pension Insurance Co 0.04% Reduce -40.4% 33,567 $2.2M
Entropy Technologies, LP 0.10% New 33,496 $2.2M
Faithward Advisors, LLC 0.32% Add +1.2% 33,487 $2.2M
Agate Pass Investment Management, LLC 0.86% Reduce -5.3% 33,247 $2.2M
Dean Capital Management 0.91% Reduce -0.0% 33,168 $2.2M
Y-Intercept (Hong Kong) Ltd 0.04% Add +55.7% 33,001 $2.2M
Panagora Asset Management Inc. 0.01% Reduce -14.4% 32,794 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -16.4% 32,521 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 32,294 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -1.7% 31,692 $2.1M
Marshall Wace, LLP 0.00% Add +647.3% 31,635 $2.1M
Leavell Investment Management, Inc. 0.08% Reduce -0.2% 31,014 $2.1M
OP Asset Management Ltd 0.02% Reduce -7.7% 30,853 $2.0M
Alamar Capital Management, LLC 1.24% Reduce -6.3% 30,575 $2.0M
Prospera Financial Services Inc 0.03% Add +22.1% 30,349 $2.0M
Dark Forest Capital Management LP 0.18% Add +70.8% 30,250 $2.0M
Allstate Corp. 0.02% Add +9.8% 30,051 $2.0M
Citadel Investment Advisory, Inc. 0.93% Reduce -0.8% 29,468 $2.0M
Nordea Investment Management AB 0.00% Reduce -6.0% 29,566 $2.0M
Axq Capital, LP 0.25% New 29,345 $1.9M
Applied Capital LLC 1.40% Reduce -2.0% 29,068 $1.9M
Lido Advisors, LLC 0.01% Add +0.8% 29,044 $1.9M
American Trust 0.17% Add +9.8% 28,966 $1.9M
CI Investments Inc. 0.01% Add +28.1% 28,655 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -20.8% 28,590 $1.9M
National Pension Service 0.00% Reduce -77.3% 28,415 $1.9M
Virtus Investment Advisers, LLC 0.52% Add +7.5% 28,228 $1.9M
TD Private Client Wealth LLC 0.04% Reduce -7.5% 28,142 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.6% 28,090 $1.9M
Belpointe Asset Management LLC 0.07% Reduce -2.2% 27,312 $1.8M
Macquarie Group Ltd. 0.01% Reduce -30.0% 27,173 $1.8M
Scotia Capital Inc. 0.01% Reduce -28.2% 27,157 $1.8M
Pacer Advisors, Inc. 0.01% Reduce -24.0% 26,987 $1.8M
Beacon Pointe Advisors, LLC 0.01% Add +2.5% 26,845 $1.8M
Nicholson Wealth Management Group, LLC 1.04% Add +9.5% 26,841 $1.8M
Mariner, LLC 0.00% Reduce -77.4% 26,480 $1.8M
Mirabella Financial Services LLP 0.18% Add +187.7% 26,200 $1.7M
Empowered Funds, LLC 0.01% New 25,841 $1.7M
Schroder Investment Management Group 0.00% Reduce -73.9% 25,812 $1.7M
Eurizon Capital SGR S.p.A. 0.01% Reduce -42.8% 25,654 $1.7M
Qsemble Capital Management, LP 0.13% New 25,648 $1.7M
EP Wealth Advisors, LLC 0.01% Reduce -8.3% 25,135 $1.7M
Sierra Legacy Group 1.26% Add +0.1% 24,925 $1.7M
Grace & White Inc. 0.30% No change 24,869 $1.6M
Mgo One Seven LLC 0.03% Reduce -15.7% 24,858 $1.6M
Donoghue Forlines LLC 0.45% Reduce -28.7% 24,541 $1.6M
Crossmark Global Holdings, Inc. 0.02% Reduce -1.1% 24,436 $1.6M
Parsons Capital Management Inc. 0.07% Add +0.2% 24,342 $1.6M
Elgethun Capital Management 0.26% Add +0.0% 24,071 $1.6M
Personal Cfo Solutions, LLC 0.22% Add +1.6% 23,802 $1.6M
Empire Financial Management Company, LLC 0.35% Add +6.5% 23,604 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,600 $1.6M
Exchange Traded Concepts, LLC 0.01% Add +72.9% 23,489 $1.6M
Skba Capital Management LLC 0.21% Add +0.2% 23,376 $1.5M
Elm3 Financial Group, LLC 1.30% Reduce -3.9% 23,280 $1.5M
Towne Trust Company, N.A 0.49% Reduce -4.3% 22,902 $1.5M
Diversify Wealth Management, LLC 0.03% Add +28.6% 22,394 $1.5M
Bleakley Financial Group, LLC 0.02% Reduce -2.5% 22,589 $1.5M
Bannerstone Capital Management, LLC 1.39% Add +1.3% 22,483 $1.5M
Ostrum Asset Management 0.08% Add +13.0% 22,457 $1.5M
Mitchell & Pahl Private Wealth, LLC 0.58% Add +0.0% 21,599 $1.4M
Pullen Investment Management, LLC 0.71% Reduce -2.0% 21,400 $1.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -93.7% 21,280 $1.4M
Inspire Investing, LLC 0.08% Add +355.4% 21,211 $1.4M
Citizens National Bank Trust Department 0.23% No change 21,137 $1.4M
Wellington Management Group LLP 0.00% New 21,127 $1.4M
D.A. Davidson & Co. 0.01% Reduce -2.1% 21,114 $1.4M
Horizon Investments, LLC 0.02% Reduce -46.6% 20,663 $1.4M
Summit Trail Advisors, LLC 0.02% Add +66.5% 20,622 $1.4M
Sage Capital Advisors,llc 0.32% Add +0.0% 20,518 $1.4M
Stegent Equity Advisors, Inc. 1.15% Reduce -9.9% 20,432 $1.4M
DC Investments Management, LLC 0.51% New 19,958 $1.3M
DAVENPORT & Co LLC 0.01% Add +3.6% 19,855 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -70.3% 19,801 $1.3M
Private Advisor Group, LLC 0.01% Reduce -4.2% 19,142 $1.3M
Gulf International Bank (UK) Ltd 0.03% Add +22.1% 19,096 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +57.7% 18,721 $1.2M
Rothschild Investment LLC 0.06% Add +2.0% 18,716 $1.2M
JSF Financial, LLC 0.24% Add +7.6% 18,525 $1.2M
Independent Advisor Alliance 0.01% Reduce -46.7% 18,509 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -12.5% 18,480 $1.2M
Wealthfront Advisers LLC 0.00% Reduce -6.8% 18,431 $1.2M
Investment Planning Advisors, Inc. 0.34% Reduce -0.0% 18,402 $1.2M
Norinchukin Bank, The 0.01% Reduce -0.1% 18,201 $1.2M
Almanack Investment Partners, LLC. 0.20% No change 18,145 $1.2M
HM Payson & Co. 0.02% No change 18,104 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -26.7% 18,094 $1.2M
Tema ETFs LLC 0.08% Reduce -8.8% 18,025 $1.2M
Mizuho Securities USA LLC 0.03% Reduce -17.6% 18,013 $1.2M
Andra AP-fonden 0.01% Reduce -89.8% 17,907 $1.2M
Investment Management Corp of Ontario 0.02% Reduce -13.7% 17,704 $1.2M
National Philanthropic Trust 0.01% Reduce -0.5% 17,539 $1.2M
Hartford Investment Management Co. 0.04% Reduce -1.2% 17,427 $1.2M
Allianz Asset Management GmbH 0.00% Add +22.0% 17,243 $1.1M
Catalyst Funds Management Pty Ltd 0.19% New 17,152 $1.1M
Inspire Advisors, LLC 0.09% Add +17.6% 16,890 $1.1M
Wedbush Securities Inc. 0.03% Add +0.8% 16,876 $1.1M
Candriam S.C.A. 0.01% Reduce -36.1% 16,814 $1.1M
Brown, Lisle/Cummings, Inc. 0.28% No change 16,780 $1.1M
NorthCoast Asset Management LLC 0.03% Add +0.1% 16,715 $1.1M
TCW Group Inc. 0.01% Add +267.1% 16,587 $1.1M
Sepio Capital, LP 0.06% Add +14.0% 16,542 $1.1M
Gateway Investment Advisers LLC 0.01% Reduce -82.0% 16,537 $1.1M
Granite Bay Wealth Management, LLC 0.23% Reduce -23.6% 16,210 $1.1M
Fairfield, Bush & Co. 0.59% Add +4.3% 15,993 $1.1M
Advisory Alpha, LLC 0.03% Add +28.1% 15,959 $1.1M
M&T Bank Corp 0.00% Reduce -5.6% 15,755 $1.0M
Aurdan Capital Management, LLC 0.31% Reduce -18.3% 15,678 $1.0M
Delphi Management Inc. 1.23% Reduce -19.9% 15,566 $1.0M
Savant Capital, LLC 0.00% Reduce -3.8% 15,370 $1.0M
Ancora Advisors LLC 0.02% No change 15,271 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -0.7% 15,200 $1.0M
US Bancorp \de 0.00% Reduce -11.0% 15,195 $1.0M
Ballentine Partners, LLC 0.01% Reduce -2.8% 15,125 $1.0M
Great Lakes Advisors, LLC 0.01% Add +4.3% 15,105 $1.0M
Quadrature Capital Ltd 0.01% New 15,003 $994K
Tobam 0.26% Reduce -13.4% 14,991 $994K
Tower Research Capital LLC (TRC) 0.03% Add +108.8% 14,956 $991K
Weiss Asset Management LP 0.03% Reduce -3.2% 14,858 $985K
Praxis Investment Management Inc. 0.06% No change 14,737 $977K
Nations Financial Group Inc, /Ia/ 0.05% Add +0.7% 14,713 $975K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.8% 14,712 $975K
Vise Technologies, Inc. 0.02% No change 13,885 $974K
Aptus Capital Advisors, LLC 0.01% Reduce -8.3% 14,509 $962K
Blue Sparrow, LLC 0.02% New 14,430 $956K
Farther Finance Advisors, LLC 0.01% Reduce -0.7% 14,579 $952K
Integrated Wealth Concepts LLC 0.01% New 14,250 $944K
Commerce Bank 0.00% Add +20.1% 14,177 $940K
Park Avenue Securities LLC 0.01% Reduce -0.9% 14,065 $932K
New Mexico Educational Retirement Board 0.03% No change 13,875 $920K
Balyasny Asset Management L.P. 0.00% Reduce -25.9% 13,607 $902K
Metis Global Partners, LLC 0.02% Reduce -12.0% 13,570 $899K
OMERS ADMINISTRATION Corp 0.01% Add +22.8% 13,569 $899K
ING Groep NV 0.01% New 13,532 $897K
Bellevue Asset Management, LLC 0.45% Reduce -0.1% 13,500 $895K
Compass Wealth Management LLC 0.22% No change 13,331 $884K
Allspring Global Investments Holdings, LLC 0.00% Add +0.7% 13,526 $883K
Concurrent Investment Advisors, LLC 0.01% Reduce -10.1% 13,261 $879K
Brighton Jones LLC 0.02% New 13,179 $874K
Kornitzer Capital Management Inc. 0.02% Reduce -2.6% 13,115 $869K
Caisse Des Depots Et Consignations 0.01% No change 13,103 $868K
Ashton Thomas Private Wealth, LLC 0.02% Add +6.1% 13,096 $868K
Bessemer Group Inc. 0.00% Add +20.6% 13,049 $865K
DF Dent & Co. Inc. 0.02% No change 13,040 $864K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 12,977 $860K
Mount Lucas Management LP 0.32% Add +3.1% 12,897 $855K
Nomura Holdings Inc. 0.01% Add +8.7% 12,718 $843K
AG2R La Mondiale Gestion D'actifs 0.04% Reduce -12.9% 12,691 $841K
HB Wealth Management, LLC 0.01% Add +7.6% 12,618 $836K
Elevation Point Wealth Partners, LLC 0.02% Add +15.5% 12,382 $821K
Swedbank AB 0.00% No change 12,376 $820K
Stoneridge Investment Partners LLC 0.59% Reduce -69.2% 12,324 $817K
Blair William & Co. 0.00% Add +7.8% 12,043 $798K
Occudo Quantitative Strategies LP 0.04% Reduce -54.2% 11,863 $793K
Thompson Siegel & Walmsley LLC 0.01% No change 11,929 $791K
Abn Amro Investment Solutions 0.01% Reduce -6.7% 11,734 $778K
Baird Financial Group, Inc. 0.00% Add +7.5% 11,677 $774K
Maryland State Retirement & Pension System 0.02% Reduce -20.9% 11,676 $774K
Impact Capital Partners LLC 0.23% Reduce -10.5% 11,666 $773K
J.M. Arbour, LLC 0.73% Add +3.0% 11,482 $761K
Net Worth Advisory Group 0.16% Reduce -8.8% 11,438 $758K
NCM Capital Management, LLC 0.27% No change 11,259 $746K
Equitable Holdings, Inc. 0.00% Reduce -2.2% 10,704 $746K
Trueblood Wealth Management, LLC 0.28% Reduce -1.1% 10,961 $726K
GAMMA Investing LLC 0.03% Reduce -11.8% 10,902 $723K
Osmosis Investment Management UK Ltd 0.02% Reduce -78.3% 10,893 $722K
Empower Advisory Group, LLC 0.00% Reduce -47.5% 10,799 $716K
UMB Bank, n.a. 0.01% Reduce -4.4% 10,520 $697K
Brevan Howard Capital Management LP 0.01% Reduce -57.2% 10,473 $694K
Murphy Pohlad Asset Management LLC 0.25% No change 10,462 $693K
Aprio Wealth Management, LLC 0.04% Reduce -1.9% 10,437 $692K
LVW Advisors, LLC 0.07% Reduce -11.0% 10,407 $690K
Empirical Asset Management, LLC 0.18% Reduce -5.4% 10,373 $688K
Ossiam 0.01% Add +21.0% 10,348 $686K
Coastal Bridge Advisors, LLC 0.05% Add +0.0% 10,281 $681K
Empirical Finance, LLC 0.03% Reduce -0.1% 10,076 $668K
Virtu Financial LLC 0.03% New 10,043 $666K
SeaBridge Investment Advisors LLC 0.11% Reduce -73.2% 10,045 $666K
Merit Financial Group, LLC 0.00% Reduce -31.5% 10,037 $665K
Keb Asset Management, LLC 0.13% Reduce -0.1% 9,974 $661K
Rydar Equities, Inc. 0.51% Add +1.6% 9,965 $661K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.7% 9,927 $658K
Brooklyn Investment Group 0.02% Add +11.2% 9,925 $658K
Brown Brothers Harriman & Co. 0.00% Reduce -12.6% 9,718 $644K
Sequoia Financial Advisors, LLC 0.00% Add +3.7% 9,644 $639K
Woodline Partners LP 0.00% Add +73.5% 9,628 $638K
Apollon Wealth Management, LLC 0.01% Reduce -32.9% 9,598 $636K
Tectonic Advisors LLC 0.03% Reduce -0.9% 9,587 $635K
CreativeOne Wealth, LLC 0.01% Add +3.7% 9,554 $633K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.6% 9,535 $632K
Voleon Capital Management LP 0.01% New 9,456 $627K
King Luther Capital Management Corp. 0.00% No change 9,426 $625K
OneDigital Investment Advisors LLC 0.01% Reduce -11.1% 9,392 $623K
Bradley Foster & Sargent Inc. 0.01% No change 9,335 $619K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.1% 9,332 $619K
L2 Asset Management, LLC 0.06% Reduce -5.2% 9,287 $616K
Everpar Advisors LLC 0.21% Reduce -1.7% 9,274 $615K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -19.1% 9,224 $611K
Silver Oak Securities, Incorporated 0.04% Add +5.3% 9,199 $610K
Saudi Central Bank 0.01% New 9,118 $604K
ASR Vermogensbeheer N.V. 0.01% Add +2.2% 9,115 $604K
Hilltop Holdings Inc. 0.05% New 9,060 $600K
Adalta Capital Management LLC 0.29% Reduce -29.0% 9,020 $598K
Jump Financial, LLC 0.01% Reduce -40.9% 8,926 $592K
NewEdge Advisors, LLC 0.00% Reduce -15.8% 8,883 $589K
Carmel Capital Partners, LLC 0.21% Add +21.4% 8,877 $588K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 8,780 $582K
Siemens Fonds Invest GmbH 0.03% Reduce -12.0% 8,732 $579K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -23.8% 8,616 $571K
Wealth Alliance, LLC 0.06% Add +1.2% 8,599 $570K
Wedmont Private Capital 0.02% Reduce -2.4% 8,477 $570K
Pinebridge Investments LLC 0.00% Reduce -46.6% 8,595 $570K
Ritholtz Wealth Management 0.01% Add +2.8% 8,581 $569K
Resonant Capital Advisors, LLC 0.03% Reduce -55.3% 8,525 $565K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -83.7% 8,519 $565K
Vestcor Inc 0.02% No change 8,467 $561K
North Dakota State Investment Board 0.02% Reduce -15.7% 8,387 $556K
AlphaGrep UK Ltd 0.16% Add +87.4% 8,352 $554K
Oxford Asset Management LLP 0.22% New 8,310 $551K
Evolve Private Wealth, LLC 0.03% Reduce -3.8% 8,307 $551K
Mufg Securities Americas Inc. 0.04% Add +1.9% 8,244 $546K
HBK Sorce Advisory LLC 0.01% Reduce -2.0% 8,303 $545K
Coldstream Capital Management Inc. 0.01% Reduce -73.3% 8,150 $540K
DORVAL Corp 0.17% Add +0.1% 8,065 $535K
Securian Asset Management, Inc. 0.02% Reduce -1.2% 8,063 $534K
W1M Asset Management Ltd 0.01% Reduce -52.1% 8,000 $531K
United Capital Financial Advisors, LLC 0.00% Add +17.7% 7,996 $530K
Avior Wealth Management, LLC 0.01% Add +0.2% 7,816 $518K
Fiduciary Alliance LLC 0.03% Reduce -0.1% 7,749 $512K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -73.3% 7,707 $511K
Storgate, LLC 0.40% Reduce -17.2% 7,648 $507K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 7,636 $506K
Eagle Harbor Asset Management Inc. 0.43% Reduce -8.2% 7,588 $503K
Sterling Capital Management LLC 0.01% Reduce -55.9% 7,588 $503K
Banque Transatlantique SA 0.01% New 7,534 $499K
Aurelius Family Office LLC 0.22% No change 7,519 $498K
Tufton Capital Management 0.09% No change 7,385 $489K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -51.6% 7,332 $486K
IHT Wealth Management, LLC 0.01% Reduce -6.0% 7,329 $486K
Rwa Wealth Partners, LLC 0.01% Reduce -0.3% 7,260 $481K
Advisors Capital Management, LLC 0.01% Reduce -0.6% 7,226 $479K
Busey Bank 0.01% New 7,214 $478K
International Assets Investment Management, LLC 0.03% Reduce -8.0% 7,320 $478K
Venturi Wealth Management, LLC 0.02% Reduce -26.1% 7,200 $477K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +26.5% 7,149 $474K
Procyon Advisors, LLC 0.02% Reduce -13.9% 7,027 $466K
Canada Post Corp Registered Pension Plan 0.02% No change 7,005 $464K
Caprock Group, LLC 0.01% New 6,923 $459K
Glenmede Trust Co. NA 0.00% Reduce -4.5% 6,916 $458K
Wealth Advisors of Iowa, LLC 0.14% Add +0.4% 6,912 $458K
Clear Harbor Asset Management, LLC 0.03% Add +0.4% 6,876 $456K
Sagespring Wealth Partners, LLC 0.01% Reduce -5.6% 6,836 $453K
AE Wealth Management LLC 0.00% Reduce -2.8% 6,825 $452K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -5.8% 6,804 $451K
Investment Partners Asset Management, Inc. 0.28% No change 6,750 $447K
Dynamic Advisor Solutions LLC 0.01% Add +18.0% 6,744 $447K
Principal Securities, Inc. 0.01% Add +6.8% 6,700 $444K
Crawford Investment Counsel Inc. 0.01% Reduce -0.1% 6,635 $440K
E. Ohman J:or Asset Management AB 0.01% Reduce -39.1% 6,547 $434K
Diligent Investors, LLC 0.11% No change 6,411 $425K
Quadrant Capital Group LLC 0.01% Reduce -6.7% 6,405 $425K
Mather Group, Llc. 0.00% Reduce -4.5% 6,377 $423K
Level Four Advisory Services, LLC 0.01% Reduce -10.8% 6,336 $420K
Osterweis Capital Management Inc. 0.03% No change 6,331 $420K
Arax Advisory Partners 0.01% Reduce -23.8% 6,322 $419K
Naples Global Advisors, LLC 0.03% No change 6,288 $417K
Carnegie Investment Counsel 0.01% Add +8.8% 6,239 $414K
Baron Wealth Management LLC 0.12% No change 6,220 $412K
Wealth Quarterback LLC 0.16% Add +2.5% 6,153 $408K
Private Trust Co. NA 0.04% Add +0.9% 6,142 $407K
Westco Advisory Services Inc. 0.26% Reduce -3.3% 6,137 $407K
Greenleaf Trust 0.00% Reduce -2.8% 6,125 $406K
Claro Advisors Inc. 0.05% New 6,071 $402K
Cassaday & Co Wealth Management LLC 0.01% Add +3.5% 6,057 $401K
Thrive Wealth Management, LLC 0.06% Reduce -6.5% 6,050 $401K
Brown Advisory Inc. 0.00% Reduce -45.0% 6,020 $399K
Visionary Wealth Advisors 0.02% No change 6,007 $398K
Heritage Family Offices, LLP 0.17% Reduce -28.7% 5,900 $391K
World Investment Advisors 0.01% Reduce -12.8% 5,867 $389K
Atticus Wealth Management, LLC 0.11% Add +2.6% 5,858 $388K
Davis Asset Management, L.P. 0.01% New 5,804 $385K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -12.2% 5,792 $384K
Romano Brothers and Company 0.04% No change 5,770 $382K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.8% 5,765 $382K
CenterBook Partners LP 0.02% New 5,722 $379K
Lincoln Capital LLC 0.07% No change 5,692 $377K
Geneos Wealth Management Inc. 0.01% Add +157.4% 5,647 $374K
Signaturefd, LLC 0.01% Add +5.3% 5,634 $373K
Westerkirk Capital Inc. 0.04% No change 5,600 $371K
Pekin Hardy Strauss, Inc. 0.04% No change 5,575 $370K
Sun Financial Inc 0.18% Reduce -5.2% 5,570 $368K
Snowden Capital Advisors LLC 0.01% Reduce -13.0% 5,527 $366K
Wealthspire Advisors, LLC 0.00% Reduce -16.8% 5,509 $365K
Firethorn Wealth Partners, LLC 0.13% Reduce -0.2% 5,497 $364K
SummitTX Capital, L.P. 0.01% Reduce -61.5% 5,489 $364K
STRS Ohio 0.00% Reduce -22.6% 5,378 $356K
Strategy Asset Managers LLC 0.06% Reduce -56.3% 5,352 $355K
YHB Investment Advisors, Inc. 0.03% Reduce -35.3% 5,346 $354K
Concentric Capital Strategies, LP 0.03% New 5,327 $353K
Vontobel Holding Ltd. 0.00% Add +12.5% 5,314 $352K
Huntleigh Advisors, Inc. 0.06% Add +20.8% 5,299 $351K
Beacon Financial Group 0.03% Add +0.1% 5,261 $349K
TruNorth Capital Management, LLC 0.07% No change 5,240 $347K
Beese Fulmer Investment Management, Inc. 0.02% Add +4.2% 5,130 $340K
Fifth Third Wealth Advisors LLC 0.01% Reduce -11.7% 5,129 $340K
Gallacher Capital Management LLC 0.13% New 5,128 $340K
Odyssean, LLC 0.12% New 5,098 $338K
Perpetual Ltd 0.01% No change 5,095 $338K
Cushing Capital Partners, LLC 0.25% Reduce -57.8% 4,996 $331K
Genesis Private Wealth, LLC 0.10% Reduce -1.0% 4,884 $324K
Financial Security Advisor, Inc. 0.06% Reduce -0.4% 4,818 $319K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.0% 4,812 $319K
Assenagon Asset Management S.A. 0.00% Reduce -34.9% 4,778 $317K
Compound Planning, Inc. 0.01% Reduce -6.0% 4,764 $316K
Manchester Financial Inc. 0.06% Reduce -30.2% 4,763 $316K
Fox Run Management, L.L.C. 0.05% Add +3.9% 4,714 $312K
Impact Partnership Wealth, LLC 0.04% Reduce -68.9% 4,708 $312K
Spirepoint Private Client, LLC 0.03% Reduce -6.5% 4,690 $311K
Mission Wealth Management, LP 0.01% Reduce -0.2% 4,641 $308K
BCS Private Wealth Management, Inc. 0.09% New 4,639 $307K
Cullen/Frost Bankers, Inc. 0.00% Add +4.4% 4,615 $306K
Simplicity Wealth,LLC 0.02% Add +5.8% 4,604 $305K
Fidelis Capital Partners, LLC 0.02% Reduce -4.3% 4,591 $304K
Prudential PLC 0.00% No change 4,591 $304K
IFC Advisors LLC 0.04% Reduce -0.9% 4,587 $304K
Delta Investment Management, LLC 0.05% Add +0.5% 4,581 $304K
Checchi Capital Advisers, LLC 0.02% Add +23.7% 4,520 $300K
Cornerstone Wealth Management, LLC 0.01% No change 4,506 $299K
Aureus Asset Management, LLC 0.02% Reduce -3.1% 4,500 $298K
Heartland Bank & Trust Co 0.07% Add +2.8% 4,491 $298K
Engineers Gate Manager LP 0.00% New 4,458 $295K
Bank of Nova Scotia Trust Co. 0.03% No change 4,437 $294K
Cadent Capital Advisors, LLC 0.08% Reduce -2.5% 4,387 $291K
Apella Capital, LLC 0.00% Add +5.5% 4,337 $290K
Daymark Wealth Partners, LLC 0.01% Reduce -12.3% 4,372 $290K
Ingalls & Snyder LLC 0.01% No change 4,359 $289K
Compass Capital Corp. /Ma/ 0.10% Add +0.1% 4,346 $289K
Syon Capital LLC 0.01% Reduce -14.6% 4,305 $285K
Oppenheimer & Co. Inc. 0.00% New 4,300 $285K
111 Capital 0.07% New 4,253 $282K
Mountain Pacific Investment Advisers LLC 0.05% No change 4,252 $282K
S-Bank Fund Management Ltd 0.04% Reduce -3.6% 4,229 $280K
Meeder Advisory Services, Inc. 0.01% Reduce -21.3% 4,217 $279K
Florida Financial Advisors, LLC 0.07% Add +32.3% 4,183 $277K
Strive Financial Group ,LLC 0.15% Add +11.3% 4,168 $276K
Choreo, LLC 0.00% Reduce -15.3% 4,136 $274K
Abacus Planning Group, Inc. 0.04% Reduce -4.3% 4,124 $273K
Keybank National Association 0.00% Add +6.4% 4,109 $272K
Caldwell Sutter Capital, Inc. 0.11% Add +10.8% 4,100 $272K
Guggenheim Capital LLC 0.00% Reduce -24.2% 4,097 $272K
CX Institutional 0.01% Reduce -7.3% 4,082 $271K
Hantz Financial Services, Inc. 0.00% Add +122.4% 4,068 $270K
GTS Securities LLC 0.01% Add +14.5% 4,069 $270K
EntryPoint Capital, LLC 0.08% No change 4,053 $269K
Advyzon Investment Management, LLC 0.02% Add +11.7% 4,028 $267K
Somerset Trust Co 0.08% Reduce -0.7% 3,993 $265K
Moneta Group Investment Advisors LLC 0.00% Reduce -3.0% 3,966 $263K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -29.5% 3,880 $257K
BIP Wealth, LLC 0.01% Reduce -0.9% 3,775 $250K
First Citizens Bank & Trust Co. 0.01% Reduce -4.8% 3,732 $247K
Transamerica Financial Advisors, LLC 0.02% Add +35.2% 3,729 $247K
New Age Alpha Advisors, LLC 0.01% Add +8.1% 3,728 $247K
1ST Source Bank 0.01% Add +21.0% 3,722 $247K
Teacher Retirement System of Texas 0.00% Reduce -63.4% 3,684 $244K
Essex Financial Services, Inc. 0.01% Reduce -3.0% 3,673 $243K
Chilton Capital Management LLC 0.01% No change 3,667 $243K
Woodward Diversified Capital, LLC 0.11% Reduce -1.6% 3,631 $243K
Global Wealth Management Investment Advisory, Inc. 0.04% Add +0.7% 3,655 $242K
Valeo Financial Advisors, LLC 0.01% Reduce -26.6% 3,613 $239K
Wexford Capital LP 0.04% Reduce -28.0% 3,600 $239K
West Family Investments, Inc. 0.08% Reduce -9.8% 3,534 $234K
Stratos Investment Management, LLC 0.01% Add +2.5% 3,507 $232K
CWS Financial Advisors, LLC 0.06% Reduce -7.0% 3,496 $232K
Avestar Capital, LLC 0.02% Reduce -0.3% 3,475 $230K
Parallel Advisors, LLC 0.00% Reduce -6.5% 3,472 $230K
First Nebraska Trust Co 0.02% No change 3,465 $230K
Cornerstone Financial Group, LLC 0.15% Reduce -6.1% 3,457 $229K
Crumly & Associates Inc. 0.05% Add +0.1% 3,436 $228K
Nilsine Partners, LLC 0.02% Reduce -14.2% 3,408 $226K
Arkadios Wealth Advisors 0.00% Reduce -12.9% 3,403 $226K
Patton Fund Management, Inc. 0.04% Add +9.8% 3,396 $225K
ABLE Financial Group, LLC 0.04% No change 3,391 $225K
S&G Foundation 0.01% — 3,375 $224K
Jackson Hole Capital Partners, LLC 0.04% No change 3,370 $223K
Trust Asset Management LLC 0.02% No change 3,346 $222K
Sowell Financial Services LLC 0.01% Reduce -1.6% 3,345 $222K
Fayez Sarofim & Co 0.00% No change 3,300 $219K
Havemeyer Place LP 0.03% New 3,294 $218K
Indie Asset Partners, LLC 0.25% No change 3,273 $217K
Laurion Capital Management LP 0.02% New 3,255 $216K
Arthur M. Cohen & Associates, LLC 0.04% No change 3,300 $215K
Citizens Financial Group Inc. 0.00% Reduce -34.9% 3,240 $215K
Ascentis Wealth Management, LLC 0.04% Add +49.8% 3,203 $212K
Alpha Family Trust 0.10% No change 3,195 $212K
Aaron Wealth Advisors LLC 0.01% Reduce -33.1% 3,184 $211K
Evergreen Capital Management LLC 0.00% New 3,160 $209K
Three Magnolias Financial Advisors, LLC 0.13% No change 3,159 $209K
Legacy Wealth Advisors, LLC 0.11% Reduce -6.2% 3,159 $209K
Sapient Capital LLC 0.00% New 3,147 $209K
Koshinski Asset Management, Inc. 0.01% Reduce -21.8% 3,145 $208K
Ignite Planners, LLC 0.03% New 3,105 $206K
Regions Financial Corp. 0.00% Add +5.5% 3,101 $206K
J.W. Cole Advisors, Inc. 0.01% New 3,091 $205K
Kingsview Wealth Management, LLC 0.00% Add +1.6% 3,085 $204K
RiverFront Investment Group, LLC 0.00% New 3,085 $204K
PUREfi Wealth, LLC 0.13% Reduce -8.9% 3,082 $204K
Barnes Wealth Management Group, Inc 0.10% Add +2.7% 3,058 $203K
Crestwood Advisors Group, LLC 0.00% Reduce -0.9% 3,028 $201K
Smartleaf Asset Management LLC 0.01% Add +1.7% 3,017 $200K
Heritage Wealth Advisors 0.01% No change 2,863 $190K
Global Assets Advisory, LLC 0.05% Reduce -57.4% 2,761 $183K
Hamilton Capital Partners Inc. 0.01% No change 2,738 $181K
Whittier Trust Co. 0.00% Reduce -26.1% 2,584 $171K
Steph & Co. 0.05% Reduce -12.8% 2,492 $165K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Reduce -3.0% 2,470 $164K
Cary Street Partners Investment Advisory LLC 0.04% New 2,467 $164K
Employees Retirement System of Texas 0.00% No change 2,400 $159K
Allworth Financial LP 0.00% Reduce -20.8% 2,270 $150K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,196 $146K
Blue Trust, Inc. 0.00% Reduce -21.0% 2,127 $141K
St. Johns Investment Management Company, LLC 0.06% Add +25.5% 2,117 $140K
JFS Wealth Advisors, LLC 0.01% Reduce -1.4% 2,014 $134K
AdvisorNet Financial, Inc 0.01% Reduce -1.1% 1,959 $130K
AlphaCentric Advisors LLC 0.13% Add +5.5% 1,930 $128K
Acadian Asset Management LLC 0.00% No change 1,905 $126K
FIL Ltd 0.00% New 1,797 $119K
CENTRAL TRUST Co 0.00% Add +32.0% 1,778 $118K
Versant Capital Management, Inc 0.01% Add +5.4% 1,759 $117K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -2.0% 1,693 $112K
Anchor Investment Management, LLC 0.01% No change 1,545 $102K
First Pacific Financial 0.01% Reduce -0.7% 1,490 $99K
Huntington National Bank 0.00% Reduce -15.2% 1,446 $96K
Cary Street Partners Financial LLC 0.00% New 1,428 $95K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -8.3% 1,419 $94K
Harbor Investment Advisory, LLC 0.01% No change 1,390 $92K
Eastern Bank 0.00% Reduce -18.9% 1,352 $90K
Cheviot Value Management, LLC 0.01% No change 1,350 $89K
Quent Capital, LLC 0.01% Add +0.6% 1,314 $87K
Federated Hermes, Inc. 0.00% Reduce -1.1% 1,287 $85K
Capital Advisors, Ltd. LLC 0.01% Add +19.5% 1,268 $84K
McGuire Capital Advisors Inc. 0.05% No change 1,256 $83K
Clearstead Advisors, LLC 0.00% Reduce -20.6% 1,184 $78K
Covestor Ltd 0.05% Reduce -34.9% 1,129 $75K
FWL Investment Management, LLC 0.02% Reduce -18.2% 1,125 $75K
Evermay Wealth Management LLC 0.01% No change 1,110 $74K
Duncker Streett & Co. Inc. 0.01% No change 1,012 $67K
Banque Cantonale Vaudoise 0.00% New 997 $66K
Measured Wealth Private Client Group, LLC 0.02% No change 990 $66K
MAI Capital Management 0.00% Add +43.5% 979 $65K
Fortitude Family Office, LLC 0.01% Reduce -27.1% 919 $61K
MPWM Advisory Solutions, LLC 0.03% No change 900 $60K
Cromwell Holdings LLC 0.03% No change 883 $59K
Raiffeisen Bank International AG 0.00% No change 864 $57K
REAP Financial Group, LLC 0.01% Add +4.5% 863 $57K
Harbour Investments, Inc. 0.00% Reduce -76.2% 851 $56K
CVA Family Office, LLC 0.01% Add +83.6% 830 $55K
Pinnacle Bancorp, Inc. 0.02% No change 829 $55K
Root Financial Partners, LLC 0.00% Add +4.2% 825 $55K
CYBER HORNET ETFs LLC 0.03% Reduce -3.5% 825 $54K
Basecamp Wealth Advisors LLC 0.01% No change 784 $52K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 766 $51K
PFS Partners, LLC 0.02% Add +0.1% 746 $49K
Lanark Financial, Inc. 0.00% Reduce -4.1% 741 $49K
Davis Capital Management 0.03% Reduce -0.3% 675 $45K
Sarver Vrooman Wealth Advisors 0.03% Add +24.5% 671 $44K
Trust Co 0.00% Add +0.1% 658 $44K
Horizon Financial Services, LLC 0.02% Add +136.9% 635 $42K
Walleye Capital LLC 0.00% Reduce -89.7% 625 $41K
Coastline Trust Co 0.00% No change 622 $41K
Atlas Capital Advisors Inc. 0.00% Add +10116.7% 613 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 600 $40K
Loomis Sayles & Co. L P 0.00% Reduce -1.8% 599 $40K
Creative Financial Designs Inc. 0.00% Reduce -43.8% 588 $39K
Parkside Financial Bank & Trust 0.00% Reduce -13.7% 581 $39K
Deseret Mutual Benefit Administrators 0.01% Add +88.0% 579 $38K
Raleigh Capital Management Inc. 0.01% Reduce -1.7% 575 $38K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -29.3% 550 $36K
Westside Investment Management, Inc. 0.01% No change 550 $36K
Wilmington Savings Fund Society, FSB 0.00% No change 521 $35K
N.E.W. Advisory Services LLC 0.00% No change 501 $33K
CoreCap Advisors, LLC 0.00% Add +40.4% 490 $32K
Triumph Capital Management 0.01% Add +5.0% 481 $32K
Physician Wealth Advisors, Inc. 0.00% Add +6.0% 422 $28K
CGC Financial Services, LLC 0.01% No change 421 $28K
Bogart Wealth, LLC 0.00% Add +2.5% 414 $27K
Armstrong Advisory Group, Inc. 0.00% Add +2.0% 405 $27K
Pittenger & Anderson Inc. 0.00% No change 375 $25K
Westpac Banking Corp. 0.00% Reduce -70.3% 373 $25K
Hilltop National Bank 0.01% No change 364 $24K
Hazlett, Burt & Watson, Inc. 0.01% No change 360 $24K
Colonial Trust Co / SC 0.00% Reduce -42.2% 353 $23K
Entrust Financial LLC 0.02% No change 352 $23K
Farmers & Merchants Investments Inc. 0.00% Add +72.5% 352 $23K
Crewe Advisors LLC 0.00% No change 348 $23K
Frazier Financial Advisors, LLC 0.01% No change 337 $22K
Align Financial, LLC 0.01% Reduce -98.6% 333 $22K
Twin Peaks Wealth Advisors, LLC 0.01% New 333 $22K
Destiny Wealth Partners, LLC 0.00% New 327 $22K
IFP Advisors, Inc 0.00% Reduce -90.5% 322 $21K
Leonteq Securities AG 0.00% Add +6.3% 319 $21K
Bayban 0.02% No change 315 $21K
Manchester Capital Management LLC 0.00% No change 313 $21K
Asset Dedication, LLC 0.00% No change 311 $21K
Larson Financial Group LLC 0.00% Reduce -1.0% 302 $20K
Private Wealth Management Group, LLC 0.01% No change 300 $20K
Strategic Wealth Partners, Ltd. 0.00% No change 250 $17K
MidFirst Bank 0.00% No change 247 $16K
Financial Consulate, Inc. 0.00% Add +1.7% 245 $16K
Clearstead Trust, LLC 0.00% No change 240 $16K
Princeton Global Asset Management LLC 0.00% No change 225 $15K
Keating Financial Advisory Services, Inc. 0.00% Add +21.0% 225 $15K
Prestige Wealth Management Group LLC 0.00% Reduce -37.2% 214 $14K
Hager Investment Management Services, LLC 0.01% No change 199 $13K
St Germain D J Co. Inc. 0.00% No change 199 $13K
Spire Wealth Management 0.00% Reduce -2.0% 191 $13K
City Holding Co. 0.00% No change 190 $13K
Greykasell Wealth Strategies, Inc. 0.00% New 178 $12K
Bruce G. Allen Investments, LLC 0.01% No change 177 $12K
Zions Bancorporation, National Association 0.00% Add +94.4% 175 $12K
Ares Financial Consulting, LLC 0.01% Reduce -22.2% 175 $11K
Owl Creek Wealth Partners LLC 0.00% — 165 $11K
SRH Advisors, LLC 0.00% No change 163 $11K
Global Wealth Strategies & Associates 0.00% No change 160 $11K
MCF Advisors LLC 0.00% No change 160 $11K
Beacon Investment Advisory Services, Inc. 0.00% New 157 $10K
Innovative Asset Advisors Group, LLC 0.01% — 153 $10K
Intesa Sanpaolo Wealth Management 0.00% Reduce -99.1% 150 $10K
Rossby Financial, LCC 0.00% New 151 $10K
Financial Management Professionals, Inc. 0.00% Add +5.8% 145 $10K
LGT Financial Advisors LLC 0.05% No change 141 $9K
Steigerwald, Gordon & Koch Inc. 0.00% No change 136 $9K
WPG Advisers, LLC 0.01% Reduce -27.0% 135 $9K
Whipplewood Advisors, LLC 0.00% New 132 $9K
IMG Wealth Management, Inc. 0.01% Add +278.8% 125 $8K
GW&K Investment Management, LLC 0.00% Reduce -1.6% 123 $8K
DT Investment Partners, LLC 0.00% No change 112 $7K
Kemnay Advisory Services Inc. 0.00% New 110 $7K
Bokf, NA 0.00% Reduce -63.0% 110 $7K
Archer Investment Corp 0.00% No change 109 $7K
Cherry Tree Wealth Management, LLC 0.00% No change 108 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 108 $7K
MV Capital Management, Inc. 0.00% Reduce -1.9% 102 $7K
Rosenberg Matthew Hamilton 0.00% Reduce -41.0% 102 $7K
Wolff Wiese Magana LLC 0.00% No change 101 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 98 $6K
Colonial Trust Advisors 0.00% No change 97 $6K
Caitlin John, LLC 0.00% No change 96 $6K
Clark Wealth Partners 0.00% Reduce -4.0% 95 $6K
Legacy Wealth Managment, LLC 0.00% No change 95 $6K
True Wealth Design, LLC 0.00% Reduce -48.9% 92 $6K
Addison Advisors LLC 0.00% New 91 $6K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -23.9% 89 $6K
SouthState Bank Corp 0.00% Reduce -41.3% 88 $6K
First Command Advisory Services, Inc. 0.00% Add +22.9% 86 $6K
Raffa Wealth Management, LLC 0.00% Add +3.7% 84 $6K
Tower View Wealth Management LLC 0.00% New 76 $5K
Mascoma Wealth Management LLC 0.00% No change 75 $5K
Park Place Capital Corp 0.00% No change 74 $5K
Salomon & Ludwin, LLC 0.00% Reduce -57.8% 70 $5K
Cornerstone Planning Group LLC 0.00% Add +20.7% 70 $5K
Philadelphia Investment Partners, LLC 0.00% — 69 $5K
SJS Investment Consulting Inc. 0.00% Reduce -40.7% 67 $4K
SBI Securities Co., Ltd. 0.00% Add +209.5% 65 $4K
Union Savings Bank 0.00% No change 60 $4K
Essential Partners LLC 0.00% Reduce -52.5% 58 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 56 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +35.0% 54 $4K
Westfuller Advisors, LLC 0.00% Reduce -1.9% 52 $3K
Clayton Financial Group LLC 0.00% No change 50 $3K
Summit Securities Group LLC 0.00% Reduce -89.0% 49 $3K
Sound Income Strategies, LLC 0.00% New 48 $3K
Kilter Group LLC 0.00% Add +74.1% 47 $3K
Glen Eagle Advisors, LLC 0.00% No change 47 $3K
Sachetta, LLC 0.00% No change 46 $3K
First PREMIER Bank 0.00% No change 43 $3K
Salem Investment Counselors Inc. 0.00% New 45 $3K
Signature Equity Partners, LLC 0.00% Reduce -57.7% 44 $3K
Hilton Head Capital Partners, LLC 0.00% Add +87.0% 43 $3K
First United Bank & Trust 0.00% No change 43 $3K
RMG Wealth Management LLC 0.00% New 40 $3K
C M Bidwell & Associates Ltd. 0.00% No change 40 $3K
Hughes Financial Services, LLC 0.00% Add +5.9% 36 $2K
Purpose Unlimited Inc. 0.00% New 35 $2K
Obsidian Cio, LLC 0.00% New 34 $2K
Signature Resources Capital Management, LLC 0.00% No change 34 $2K
Operose Advisors LLC 0.00% New 34 $2K
Cornerstone Financial Management LLC 0.00% No change 31 $2K
Sunbelt Securities, Inc. 0.00% Reduce -38.0% 31 $2K
Avion Wealth 0.00% Reduce -35.6% 38 $2K
Atlantic Union Bankshares Corp 0.00% New 30 $2K
Dunhill Financial, LLC 0.00% Reduce -3.3% 29 $2K
Burk Holdings LLC 0.00% New 28 $2K
JPL Wealth Management, LLC 0.00% New 28 $2K
Estabrook Capital Management 0.00% New 28 $2K
Sunrise Financial Services, LLC 0.00% No change 27 $2K
Caitong International Asset Management Co., Ltd 0.00% New 27 $2K
Rialto Wealth Management, LLC 0.00% Add +66.7% 25 $2K
Aspect Partners, LLC 0.00% No change 24 $2K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 24 $2K
Elevation Wealth Partners, LLC 0.00% Add +450.0% 22 $1K
Vermillion Wealth Management, Inc. 0.00% New 21 $1K
Richardson Capital Management LLC 0.00% New 20 $1K
Bare Financial Services, Inc 0.00% New 20 $1K
Key Financial Inc 0.00% No change 19 $1K
NBT Bank, N.A. 0.00% New 19 $1K
Principia Wealth Advisory, LLC 0.00% Add +28.6% 18 $1K
Bell Investment Advisors, Inc 0.00% No change 16 $1K
Cedar Mountain Advisors, LLC 0.00% No change 16 $1K
Roble, Belko & Company, Inc 0.00% No change 8 $1K
Penserra Capital Management LLC 0.00% No change 30 $1K
NFSG Corp 0.00% Reduce -99.9% 15 $994
First Horizon Corp. 0.00% New 15 $994
HFM Investment Advisors, LLC 0.00% Add +7.7% 14 $928
Aventura Private Wealth, LLC 0.00% No change 14 $928
1015 Capital Partners, LLC 0.00% No change 13 $862
Rachor Investment Advisory Services, LLC 0.00% No change 13 $862
SHP Wealth Management 0.00% New 13 $862
Wealth Preservation Advisors, LLC 0.00% No change 12 $795
Silver Grove Financial Group, Inc. 0.00% New 12 $795
USA Financial Formulas 0.00% No change 11 $729
Anfield Capital Management, LLC 0.00% No change 10 $663
WestEnd Advisors, LLC 0.00% No change 10 $663
Ascentis Independent Advisors 0.00% New 10 $662
Wall Street Financial Group, Inc. 0.00% New 9 $597
United Community Bank 0.00% No change 9 $597
Quaker Wealth Management, LLC 0.00% Reduce -27.3% 8 $531
Seneschal Advisors, LLC 0.00% No change 6 $398
Valued Wealth Advisors LLC 0.00% No change 6 $398
Nemes Rush Group LLC 0.00% No change 6 $398
Intentional Wealth Strategies, LLC 0.00% — 5 $331
Nvest Wealth Strategies, Inc. 0.00% New 4 $266
American Capital Advisory, LLC 0.00% Reduce -63.6% 4 $266
Curio Wealth, LLC 0.00% New 3 $199
Napier Financial, LLC 0.00% New 3 $199
Abound Wealth Management 0.00% No change 3 $171
Arcadia Investment Management Corp. 0.00% No change 2 $133
SOA Wealth Advisors, LLC. 0.00% No change 1 $68
3 Factor Indexing, LLC 0.00% — 1 $67
TFC Financial Management, Inc. 0.00% No change 1 $67
Y.D. More Investments Ltd 0.00% Reduce -12.0% 190 $40

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