WR BerkleyWRB

13F holders, Q2 2026 (June 30)
953holders +27
110new positions
85sold out
10famous investors
$70.59avg. 13F price*

At the end of Q2 2026, 953 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 27 from Q1 2026. 110 opened new positions and 85 sold out. The largest holders were Mitsui Sumitomo Insurance Co Ltd ($4.1B), BlackRock, Inc. ($1.5B) and Vanguard Capital Management LLC ($1.3B). 10 famous investors held it, including Bruce Berkowitz (1.2% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions110$179.6M
Exits85$118.8M

All 13F filers, Q1 2026 → Q2 2026: 16,456,357 shares bought and 17,049,720 shares sold, net −593,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 953 holders

Mitsui Sumitomo Insurance Co Ltd 100.00% No change 58,780,450 $4.1B
BlackRock, Inc. 0.02% Reduce -5.8% 21,934,626 $1.5B
Vanguard Capital Management LLC 0.03% Reduce -1.2% 18,690,969 $1.3B
Vanguard Portfolio Management LLC 0.05% Reduce -1.4% 14,550,971 $1.0B
State Street Corp. 0.03% Reduce -1.9% 14,126,628 $1.0B
Geode Capital Management, LLC 0.03% Add +0.5% 8,268,721 $588.5M
Morgan Stanley 0.03% Reduce -20.7% 8,252,790 $582.1M
Kayne Anderson Rudnick Investment Management LLC 1.40% Reduce -17.9% 6,377,064 $449.8M
Invesco Ltd. 0.03% Reduce -0.5% 5,028,284 $354.6M
Goldman Sachs Group Inc. 0.03% Add +45.8% 4,158,216 $293.3M
Dimensional Fund Advisors LP 0.05% Add +7.3% 4,041,846 $285.1M
Wells Fargo & Company 0.05% Reduce -1.8% 3,720,958 $262.4M
AQR Capital Management 0.09% Add +99.1% 3,680,160 $259.6M
First Trust Advisors LP 0.15% Reduce -8.8% 3,624,858 $255.7M
Norges Bank 0.02% — 3,148,633 $222.1M
Bank of America Corp. 0.01% Reduce -1.9% 2,849,413 $201.0M
UBS Group AG 0.03% Reduce -13.2% 2,835,322 $200.0M
Arrowstreet Capital, Limited Partnership 0.08% Add +222.3% 2,588,583 $182.6M
Northern Trust Corp. 0.02% Reduce -5.6% 2,552,698 $180.0M
1832 Asset Management L.P. 0.20% Reduce 0.0% 2,293,864 $161.8M
JPMorgan Chase & Co. 0.01% Reduce -34.2% 2,154,477 $153.0M
Polar Capital Holdings Plc 0.43% Reduce -6.4% 2,130,000 $150.2M
Royal London Asset Management Ltd. 0.27% Reduce -7.4% 2,115,249 $149.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -6.2% 2,041,622 $144.0M
Two Sigma Investments, LP 0.11% Add +637.5% 2,013,358 $142.0M
Charles Schwab Investment Management Inc. 0.02% Add +0.8% 1,917,449 $135.2M
Vanguard Fiduciary Trust Co. 0.03% Reduce -1.6% 1,632,946 $115.2M
Legal & General Group Plc 0.02% Reduce -14.5% 1,599,505 $112.8M
Madison Asset Management, LLC 1.26% Reduce -7.5% 1,497,784 $105.6M
Citadel Advisors 0.06% Add +5.9% 1,475,954 $104.1M
Natixis Advisors, LLC 0.12% Add +8.7% 1,466,496 $103.4M
Principal Financial Group Inc. 0.05% Reduce -23.8% 1,461,348 $103.1M
FMR LLC 0.00% Add +4.1% 1,446,808 $102.0M
Barclays PLC 0.03% Add +17.4% 1,440,408 $101.6M
Bank of New York Mellon Corp 0.02% Reduce -33.8% 1,347,506 $95.0M
Chilton Investment Co. Inc. 2.27% Reduce -3.5% 1,339,877 $94.5M
Cornerstone Investment Partners, LLC 3.15% Add +26.9% 1,336,146 $94.2M
Deutsche Bank AG 0.03% Add +14.1% 1,305,627 $92.1M
Jones Financial Companies LLLP 0.04% Add +9.8% 1,259,360 $89.8M
Royal Bank of Canada 0.01% Reduce -3.0% 1,257,518 $88.7M
HSBC Holdings PLC 0.04% Add +0.7% 1,110,733 $78.6M
Anchor Capital Advisors LLC 2.05% Reduce -8.7% 1,035,350 $73.0M
Confluence Investment Management LLC 1.14% Reduce -7.3% 1,031,752 $72.8M
Raymond James Financial Inc. 0.02% Reduce -9.8% 993,028 $70.0M
BNP Paribas Financial Markets 0.04% Add +66.5% 969,375 $68.4M
Millennium Management 0.05% Add +103.9% 936,192 $66.0M
Bristol Gate Capital Partners Inc. 4.51% New 918,030 $64.7M
EULAV Asset Management 2.04% Reduce -26.3% 906,464 $63.9M
Jane Street Group, LLC 0.04% Reduce -13.7% 875,704 $61.8M
Envestnet Asset Management Inc. 0.01% Reduce -7.3% 830,557 $58.6M
Cerity Partners LLC 0.07% Add +5.1% 814,688 $57.5M
Parnassus Investments, LLC 0.15% Reduce -3.3% 779,771 $55.0M
Squarepoint Ops LLC 0.10% Add +1300.5% 751,280 $53.0M
Citigroup Inc. 0.02% Add +0.4% 709,852 $50.1M
Manufacturers Life Insurance Company, The 0.04% Add +30.4% 651,963 $46.0M
Amundi 0.01% Reduce -10.2% 647,848 $45.7M
Mraz, Amerine & Associates, Inc. 6.43% Add +0.8% 635,753 $44.8M
Vanguard Global Advisers, LLC 0.02% Reduce -2.8% 630,210 $44.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +1.0% 628,784 $44.3M
Stifel Financial Corp. 0.04% Reduce -6.9% 620,960 $43.8M
Swiss National Bank 0.02% Reduce -16.2% 607,262 $42.8M
Nuveen, LLC 0.01% Add +10.8% 580,231 $40.9M
Tudor Investment Corporation 0.17% Add +34.0% 571,238 $40.3M
Rhumbline Advisers 0.03% Reduce -2.3% 562,316 $39.7M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +2899.8% 561,587 $39.6M
Caisse de depot et placement du Quebec 0.06% Reduce -15.5% 556,725 $39.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -6.9% 525,095 $37.0M
Brandes Investment Partners, LP 0.26% Add +0.6% 516,132 $36.4M
Truist Financial Corp. 0.04% Reduce -18.1% 468,920 $33.1M
Canada Pension Plan Investment Board 0.02% New 432,603 $30.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +5.9% 429,847 $30.3M
T. Rowe Price Associates Inc. 0.00% Reduce -0.5% 420,968 $29.7M
California Public Employees Retirement System 0.02% Reduce -17.1% 416,611 $29.4M
Russell Investments Group, Ltd. 0.03% Add +2.1% 415,808 $29.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +114.3% 411,605 $29.0M
Victory Capital Management Inc. 0.02% Reduce -12.9% 411,560 $29.0M
Dundas Partners LLP 1.99% No change 390,567 $27.5M
Quantinno Capital Management LP 0.03% Add +48.1% 389,863 $27.5M
America First Investment Advisors, LLC 5.02% Add +0.9% 383,605 $27.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +240.8% 377,811 $26.7M
Franklin Resources Inc. 0.01% Reduce -4.7% 374,673 $26.4M
CIBC Asset Management Inc 0.06% Add +334.3% 367,934 $26.0M
Silvercrest Asset Management Group LLC 0.17% Add +33.0% 364,547 $25.7M
Susquehanna Fundamental Investments, LLC 0.48% Add +98.5% 358,749 $25.3M
APG Asset Management N.V. 0.06% Reduce -3.2% 389,251 $24.0M
Zacks Investment Management 0.17% Add +1.6% 333,691 $23.5M
California State Teachers Retirement System 0.02% Add +2.8% 318,375 $22.5M
Bank of Nova Scotia 0.03% Add +2.0% 316,642 $22.3M
Credit Agricole S A 0.06% Add +515.3% 315,524 $22.3M
Capitolis Liquid Global Markets LLC 0.09% New 308,000 $21.7M
Bank of Montreal 0.01% Add +21.3% 299,915 $21.2M
D. E. Shaw & Co. 0.01% Add +44.6% 290,364 $20.5M
Barlow Wealth Partners, LLC 2.09% Add +0.4% 271,315 $19.3M
Alliancebernstein L.P. 0.01% Reduce -1.4% 288,882 $19.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Reduce -13.4% 269,218 $19.0M
Rockefeller Capital Management L.P. 0.03% Reduce -4.6% 265,691 $18.7M
Danske Bank A/S 0.04% Reduce -4.4% 260,160 $18.3M
PhiloSmith Capital Corp 4.97% Reduce -0.4% 259,381 $18.3M
Fairholme Capital Management 1.21% No change 256,350 $18.1M
National Bank of Canada 0.02% Add +59.4% 253,485 $17.9M
New York State Teachers Retirement System 0.03% Reduce -3.1% 249,342 $17.6M
State Board of Administration of Florida Retirement System 0.03% Reduce -2.5% 247,243 $17.4M
Captrust Financial Advisors 0.03% Add +0.9% 243,134 $17.1M
Gilder Gagnon Howe & Co. LLC 0.17% Reduce -0.2% 239,821 $16.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -1.6% 234,213 $16.5M
Hutchinson Capital Management 2.80% Reduce -0.4% 231,879 $16.4M
LPL Financial LLC 0.00% Reduce -5.2% 231,781 $16.3M
Mercer Global Advisors Inc. 0.02% Add +17.2% 229,800 $16.2M
Townsend & Associates, Inc 1.36% Add +2.5% 219,487 $16.0M
Illinois Municipal Retirement Fund 0.18% Reduce -8.1% 225,558 $15.9M
Storebrand Asset Management As 0.04% Reduce -14.4% 221,069 $15.6M
SG Americas Securities, LLC 0.01% Reduce -48.7% 218,086 $15.4M
American Century Companies Inc. 0.01% Add +17.4% 215,591 $15.2M
Curi Capital, LLC 0.23% Reduce -0.1% 212,122 $15.1M
Gotham Asset Management 0.03% Add +23.7% 206,717 $14.6M
Isthmus Partners, LLC 1.41% Add +1.1% 206,664 $14.6M
Aware Super Pty Ltd as trustee of Aware Super 0.21% Reduce -43.4% 206,597 $14.6M
Aberdeen Group plc 0.02% Add +12.1% 202,988 $14.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -17.3% 187,080 $13.6M
Nisa Investment Advisors, LLC 0.04% Add +1.9% 189,638 $13.5M
Stansberry Asset Management, LLC 1.28% Reduce -2.1% 189,337 $13.4M
State of Wisconsin Investment Board 0.03% Reduce -16.7% 187,979 $13.3M
Aviva PLC 0.02% Reduce -27.1% 181,843 $12.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -17.1% 181,497 $12.8M
GHP Investment Advisors, Inc. 0.47% Add +0.4% 179,803 $12.7M
Susquehanna International Group, LLP 0.01% Add +44.3% 168,196 $11.9M
Stephens Inc. 0.13% Reduce -1.1% 167,509 $11.8M
Sei Investments Co. 0.01% Reduce -4.6% 165,570 $11.7M
Janney Montgomery Scott LLC 0.02% Reduce -16.5% 164,443 $11.6M
Speece Thorson Capital Group Inc. 2.45% Add +23.3% 162,554 $11.5M
Financial Strategies Group, Inc. 1.81% Add +5.0% 157,294 $11.4M
Korea Investment CORP 0.02% Reduce -25.4% 160,102 $11.3M
Prana Capital Management, LP 0.34% Add +12.2% 155,851 $11.0M
Assetmark, Inc. 0.02% Add +17.4% 155,241 $10.9M
Creative Planning 0.01% Add +29.6% 150,386 $10.6M
Buckland Partners Management Co LLC 5.17% No change 148,500 $10.6M
Verdence Capital Advisors LLC 0.54% Add +31.5% 146,939 $10.4M
Toronto Dominion Bank 0.02% Add +28.3% 144,418 $10.2M
Pictet Asset Management Holding SA 0.01% Reduce -16.0% 144,394 $10.2M
Eagle Rock Investment Company, LLC 1.24% Add +9.1% 142,381 $10.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.3% 142,113 $10.0M
Prudential Financial Inc. 0.01% Reduce -3.3% 138,443 $9.8M
Gabelli Funds LLC 0.06% Reduce -1.7% 138,347 $9.8M
Mackenzie Financial Corp. 0.01% Add +66.0% 136,817 $9.6M
Marshall Wace, LLP 0.01% Add +330.9% 136,322 $9.6M
Frontier Capital Management Co. LLC 0.09% Reduce -4.3% 133,505 $9.4M
Greenline Partners, LLC 0.96% Add +55.8% 133,246 $9.4M
New York State Common Retirement Fund 0.01% Reduce -3.5% 129,087 $9.1M
Corbyn Investment Management Inc. 3.64% Reduce -0.1% 127,987 $9.0M
Means Investment Co., Inc. 0.67% Add +0.1% 126,494 $8.9M
Mattern Capital Management, LLC 1.04% Add +11.7% 126,077 $8.9M
KLP Kapitalforvaltning As 0.03% Add +11.9% 123,279 $8.8M
Eagle Capital Management LLC 0.03% No change 123,547 $8.7M
Corient Private Wealth LP 0.01% Add +6.5% 123,513 $8.7M
Macquarie Group Ltd. 0.03% Add +317.6% 113,466 $8.0M
Ameriprise Financial Inc. 0.00% Reduce -1.7% 112,338 $7.9M
Vanguard Investments Australia, Ltd. 0.02% Reduce -9.1% 112,044 $7.9M
State of Tennessee, Department of Treasury 0.02% Reduce -0.7% 111,047 $7.8M
Asset Management One Co., Ltd. 0.02% Reduce -4.6% 109,034 $7.7M
Wealthfront Advisers LLC 0.01% Add +491.3% 108,979 $7.7M
KBC Group NV 0.02% Reduce -9.9% 107,833 $7.6M
Titiun Yejiel 6.52% No change 106,321 $7.5M
&partners 0.03% Add +58.9% 105,210 $7.4M
Ilex Capital Partners (UK) LLP 0.15% New 101,847 $7.2M
Mariner, LLC 0.01% Add +282.7% 101,329 $7.1M
Benjamin Edwards Inc. 0.06% Reduce -6.0% 100,422 $7.1M
7G Capital Management, LLC 3.23% No change 100,000 $7.1M
Burney Co./ 0.19% Reduce -0.5% 98,360 $6.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -17.3% 97,996 $6.9M
TD Asset Management Inc 0.01% Reduce -35.2% 96,775 $6.8M
Treasurer of the State of North Carolina 0.02% Add +0.4% 96,634 $6.8M
CIBC Bancorp USA Inc. 0.01% Reduce -13.1% 96,008 $6.8M
Daiichi Life Insurance Co., Ltd. 0.15% Add +11.8% 91,467 $6.5M
GAMCO Investors 0.06% Reduce -0.4% 90,834 $6.4M
BloombergSen Inc. 0.70% Reduce -86.5% 88,927 $6.3M
Rafferty Asset Management, LLC 0.01% Add +18.3% 85,672 $6.0M
Nomura Asset Management Co. Ltd. 0.01% Reduce -10.6% 84,284 $5.9M
Public Sector Pension Investment Board 0.02% Reduce -0.9% 83,950 $5.9M
Czech National Bank 0.03% Add +3.2% 83,712 $5.9M
Handelsbanken Fonder AB 0.02% Add +14.8% 81,300 $5.7M
Osaic Holdings, Inc. 0.01% Reduce -2.5% 81,031 $5.7M
Butensky & Cohen Financial Security, Inc. 1.40% Add +1.2% 80,208 $5.7M
DekaBank Deutsche Girozentrale 0.01% No change 85,269 $5.6M
Vest Financial, LLC 0.06% Reduce -19.6% 79,414 $5.6M
Davidson Capital Management Inc. 0.89% Add +2.8% 79,168 $5.6M
Commonwealth Equity Services, LLC 0.01% Reduce -0.9% 78,195 $5.5M
State of Michigan Retirement System 0.02% Reduce -4.1% 77,619 $5.5M
Cetera Investment Advisers 0.01% Reduce -2.8% 77,030 $5.4M
Elevate Capital Advisors, LLC 2.94% Add +12.0% 75,430 $5.3M
ExodusPoint Capital Management, LP 0.05% Add +22.3% 74,365 $5.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -8.6% 74,166 $5.2M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -13.7% 73,856 $5.2M
Fifth Third Bancorp 0.01% Reduce -7.1% 73,409 $5.2M
Baxter Bros Inc. 0.59% Add +0.3% 72,416 $5.1M
Montag A & Associates Inc. 0.21% Reduce -0.9% 71,030 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +11.1% 69,203 $4.9M
Nykredit A/S 0.02% — 69,162 $4.9M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -33.6% 69,066 $4.9M
Tidal Investments LLC 0.01% Reduce -3.6% 69,008 $4.9M
Natixis 0.02% New 68,851 $4.9M
Atria Investments, Inc 0.05% Reduce -9.5% 68,714 $4.8M
Dean Investment Associates, LLC 0.62% Add +1.8% 66,843 $4.7M
Swiss Life Asset Management Ltd 0.02% Add +9.1% 66,773 $4.7M
MetLife Investment Management, LLC 0.02% Reduce -3.3% 66,182 $4.7M
Ensign Peak Advisors, Inc 0.01% Reduce -34.4% 65,049 $4.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -6.4% 64,958 $4.6M
Public Employees Retirement System of Ohio 0.01% Reduce -1.2% 64,675 $4.6M
NewEdge Wealth, LLC 0.05% Reduce -15.2% 64,538 $4.6M
HighTower Advisors, LLC 0.00% Add +2.1% 64,439 $4.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.6% 64,260 $4.5M
Capital Fund Management S.A. 0.03% New 64,173 $4.5M
New Vernon Investment Management LLC 5.53% No change 64,046 $4.5M
PNC Financial Services Group, Inc. 0.00% Add +7.1% 63,937 $4.5M
Kestra Advisory Services, LLC 0.01% Reduce -6.4% 63,404 $4.5M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -46.4% 62,668 $4.4M
ProShare Advisors LLC 0.01% Add +2.5% 61,983 $4.4M
Retirement Systems of Alabama 0.01% Reduce -2.4% 61,783 $4.4M
Arizona State Retirement System 0.02% Reduce -8.0% 61,738 $4.4M
Sciencast Management LP 0.89% Reduce -36.0% 61,011 $4.3M
DNB Asset Management AS 0.01% Add +0.1% 60,884 $4.3M
Markel Group 0.03% No change 60,750 $4.3M
Fairman Group, LLC 3.32% Add +11.7% 59,344 $4.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +49.9% 59,722 $4.2M
Pathstone Holdings, LLC 0.01% Reduce -9.9% 59,307 $4.2M
SEB Asset Management AB 0.02% Reduce -0.3% 59,339 $4.2M
Trexquant Investment LP 0.02% Reduce -66.5% 56,635 $4.0M
Voya Investment Management LLC 0.00% Reduce -7.2% 55,854 $3.9M
Y-Intercept (Hong Kong) Ltd 0.08% Add +68.9% 55,737 $3.9M
Intrepid Capital Management Inc. 1.65% No change 55,496 $3.9M
Fideuram Asset Management (Ireland) dac 0.07% New 57,766 $3.9M
Employees Retirement System of Texas 0.04% Add +2203.5% 55,285 $3.9M
Manning & Napier Advisors LLC 0.05% Add +1.2% 54,888 $3.9M
IFM Investors Pty Ltd 0.03% Add +4.8% 54,774 $3.9M
Asset Management Group, Inc. 0.56% Reduce -0.8% 54,538 $3.8M
KLCM Advisors, Inc. 0.31% No change 54,523 $3.8M
Erste Asset Management GmbH 0.03% Reduce -25.4% 53,959 $3.8M
Callan Family Office, LLC 0.07% Add +31.5% 53,649 $3.8M
State of Alaska, Department of Revenue 0.04% Reduce -6.6% 51,632 $3.6M
National Pension Service 0.00% Add +81.4% 51,537 $3.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -59.2% 51,294 $3.6M
Advisory Services Network, LLC 0.04% Reduce -3.7% 50,930 $3.6M
Griffin Asset Management, Inc. 0.38% Reduce -1.9% 50,725 $3.6M
Focus Partners Wealth 0.00% Add +22.3% 49,957 $3.5M
NEOS Investment Management LLC 0.01% Add +7.2% 49,818 $3.5M
Henshaw Capital LLC 0.11% Reduce -4.9% 49,688 $3.5M
Brevan Howard Capital Management LP 0.05% Add +367.5% 48,962 $3.5M
Thrive Capital Management, LLC 0.65% No change 48,586 $3.4M
O'shaughnessy Asset Management, LLC 0.02% Reduce -13.2% 48,447 $3.4M
MML Investors Services, LLC 0.01% Add +4.0% 48,049 $3.4M
Amalgamated Bank 0.02% Reduce -17.7% 47,996 $3.4M
Xponance LLC 0.02% Reduce -1.8% 47,976 $3.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +16.0% 47,493 $3.3M
Sound View Wealth Advisors Group, LLC 0.20% Reduce -0.0% 46,743 $3.3M
Daiwa Securities Group Inc. 0.01% Reduce -19.7% 45,711 $3.2M
Empowered Funds, LLC 0.02% Add +75.9% 45,461 $3.2M
Caldwell Trust Co 0.26% Reduce -4.3% 45,219 $3.2M
Ameritas Investment Partners, Inc. 0.08% Add +1.8% 45,181 $3.2M
Godshalk Welsh Capital Management, Inc. 1.72% No change 45,158 $3.2M
Robeco Institutional Asset Management B.V. 0.00% Reduce -11.7% 44,616 $3.1M
Agf Management Ltd. 0.01% Reduce -14.0% 44,574 $3.1M
Vident Advisory, LLC 0.02% Reduce -50.2% 44,352 $3.1M
Quantbot Technologies LP 0.12% Reduce -74.4% 44,134 $3.1M
Rakuten Investment Management, Inc. 0.01% New 43,571 $3.1M
New York Life Investment Management LLC 0.02% Reduce -1.0% 43,816 $3.1M
QRG Capital Management, Inc. 0.03% Add +13.9% 43,570 $3.1M
Intech Investment Management LLC 0.03% Reduce -30.2% 43,515 $3.1M
Argent Trust Co 0.09% Add +22.9% 43,199 $3.0M
Value Partners Investments Inc. 0.21% New 42,878 $3.0M
USS Investment Management Ltd 0.01% Reduce -21.3% 41,685 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -0.3% 40,784 $2.9M
Insight Inv LLC 1.35% Add +9.7% 40,655 $2.9M
Resources Management Corp. /CT/ 0.36% Add +3.5% 40,531 $2.9M
Cibc World Market Inc. 0.00% Reduce -9.2% 40,394 $2.8M
Numerai GP LLC 0.23% New 39,960 $2.8M
Tealwood Asset Management Inc. 1.06% Add +1.8% 39,084 $2.8M
Campbell & CO Investment Adviser LLC 0.14% New 38,830 $2.7M
Panagora Asset Management Inc. 0.01% Add +17.1% 38,414 $2.7M
Hennessy Advisors Inc. 0.09% Reduce -2.8% 38,400 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.3% 37,992 $2.7M
Jump Financial, LLC 0.03% Add +319.0% 37,400 $2.6M
Annandale Capital, LLC 0.38% Reduce -38.6% 36,279 $2.6M
Dark Forest Capital Management LP 0.16% Add +19.7% 36,213 $2.6M
Oregon Public Employees Retirement Fund 0.03% Add +5.7% 36,164 $2.6M
Allstate Corp. 0.03% Add +18.8% 35,704 $2.5M
Worldquant Millennium Advisors LLC 0.01% Reduce -1.9% 35,266 $2.5M
Van Eck Associates Corp. 0.00% Reduce -35.8% 35,193 $2.5M
Utah Retirement Systems 0.02% Reduce -5.5% 34,548 $2.4M
NewEdge Advisors, LLC 0.01% Add +288.3% 34,493 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -1.6% 34,485 $2.4M
Avanza Fonder AB 0.05% No change 34,117 $2.4M
Faithward Advisors, LLC 0.29% Add +1.1% 33,840 $2.4M
Dean Capital Management 0.85% No change 33,168 $2.3M
Prospera Financial Services Inc 0.03% Add +8.7% 32,977 $2.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -5.1% 32,297 $2.3M
Neuberger Berman Group LLC 0.00% Add +12.8% 32,238 $2.3M
Agate Pass Investment Management, LLC 0.83% Reduce -4.0% 31,899 $2.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -7.8% 31,632 $2.2M
Leavell Investment Management, Inc. 0.08% No change 31,014 $2.2M
Rothschild Investment LLC 0.08% Add +65.8% 31,028 $2.2M
OP Asset Management Ltd 0.02% No change 30,853 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -15.1% 30,747 $2.2M
Lido Advisors, LLC 0.01% Add +3.3% 30,007 $2.1M
Jupiter Topco LLC 0.00% — 29,934 $2.1M
Nissay Asset Management Corp. /Japan 0.01% Reduce -8.5% 29,752 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -6.4% 29,650 $2.1M
Citadel Investment Advisory, Inc. 0.94% No change 29,468 $2.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -9.1% 29,364 $2.1M
Applied Capital LLC 1.37% Add +0.0% 29,073 $2.1M
Mirabella Financial Services LLP 0.21% Add +9.3% 28,641 $2.0M
Nordea Investment Management AB 0.00% Reduce -3.9% 28,429 $2.0M
Ethic Inc. 0.02% Reduce -17.9% 27,978 $2.0M
Belpointe Asset Management LLC 0.06% Add +1.2% 27,646 $1.9M
Scotia Capital Inc. 0.01% Add +0.8% 27,376 $1.9M
Mosaic Family Wealth Partners, LLC 0.13% New 27,279 $1.9M
Beacon Pointe Advisors, LLC 0.01% Add +0.5% 26,971 $1.9M
Bleakley Financial Group, LLC 0.02% Add +17.8% 26,608 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.2% 26,340 $1.9M
Nicholson Wealth Management Group, LLC 1.09% Reduce -3.0% 26,023 $1.8M
Eurizon Capital SGR S.p.A. 0.00% Add +1.3% 25,995 $1.8M
Stance Capital LLC 0.56% Reduce -47.3% 25,938 $1.8M
Exchange Traded Concepts, LLC 0.01% Add +9.8% 25,780 $1.8M
American Trust 0.14% Reduce -11.2% 25,709 $1.8M
Sierra Legacy Group 1.39% Add +2.1% 25,455 $1.8M
UniSuper Management Pty Ltd 0.01% Reduce -29.9% 25,412 $1.8M
Donoghue Forlines LLC 0.46% Add +3.5% 25,388 $1.8M
Summit Trail Advisors, LLC 0.02% Add +21.1% 24,976 $1.8M
Grace & White Inc. 0.28% No change 24,869 $1.8M
TD Private Client Wealth LLC 0.03% Reduce -11.7% 24,854 $1.8M
Crossmark Global Holdings, Inc. 0.02% Add +0.9% 24,657 $1.7M
Skba Capital Management LLC 0.29% Add +4.8% 24,506 $1.7M
Towne Trust Company, N.A 0.53% Add +6.9% 24,474 $1.7M
CreativeOne Wealth, LLC 0.04% Add +154.5% 24,318 $1.7M
Inspire Investing, LLC 0.07% Add +14.5% 24,286 $1.7M
Elgethun Capital Management 0.24% No change 24,071 $1.7M
Parsons Capital Management Inc. 0.08% Reduce -1.1% 24,067 $1.7M
Personal Cfo Solutions, LLC 0.25% Add +0.2% 23,856 $1.7M
Mgo One Seven LLC 0.03% Reduce -3.3% 24,031 $1.7M
Empire Financial Management Company, LLC 0.67% Add +1.5% 23,968 $1.7M
Man Group plc 0.00% Reduce -62.8% 23,713 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 23,600 $1.7M
Diversify Advisory Services, LLC 0.03% New 21,969 $1.7M
Diversify Wealth Management, LLC 0.03% Reduce -1.9% 21,969 $1.7M
Horizon Investments, LLC 0.02% Add +12.7% 23,288 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +25.2% 23,140 $1.6M
Mizuho Securities USA LLC 0.03% Add +27.8% 23,025 $1.6M
Bannerstone Capital Management, LLC 1.34% Add +0.6% 22,612 $1.6M
Ostrum Asset Management 0.08% No change 22,457 $1.6M
Arax Advisory Partners 0.01% Add +253.9% 22,374 $1.6M
Mitchell & Pahl Private Wealth, LLC 0.57% Add +2.7% 22,183 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -18.0% 22,131 $1.6M
Cresset Asset Management, LLC 0.01% New 21,583 $1.5M
Pullen Investment Management, LLC 0.71% Add +1.6% 21,738 $1.5M
Elm3 Financial Group, LLC 1.05% Reduce -6.9% 21,679 $1.5M
Impact Partnership Wealth, LLC 0.15% Add +354.3% 21,389 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 21,280 $1.5M
D.A. Davidson & Co. 0.01% Reduce -0.6% 20,991 $1.5M
Sage Capital Advisors,llc 0.30% Add +1.2% 20,768 $1.5M
Fox Run Management, L.L.C. 0.24% Add +333.5% 20,435 $1.4M
Nomura Holdings Inc. 0.01% Add +60.5% 20,418 $1.4M
Guggenheim Capital LLC 0.01% Add +397.3% 20,376 $1.4M
AE Wealth Management LLC 0.01% Add +198.2% 20,353 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +12.0% 20,271 $1.4M
DC Investments Management, LLC 0.48% No change 19,958 $1.4M
Citizens National Bank Trust Department 0.21% Reduce -5.7% 19,937 $1.4M
Tema ETFs LLC 0.05% Add +10.5% 19,910 $1.4M
AG2R La Mondiale Gestion D'actifs 0.05% Add +56.4% 19,848 $1.4M
Concurrent Investment Advisors, LLC 0.01% Add +48.6% 19,709 $1.4M
Gsa Capital Partners LLP 0.09% New 19,628 $1.4M
Wellington Management Group LLP 0.00% Reduce -8.7% 19,290 $1.4M
Advisory Alpha, LLC 0.03% Add +17.8% 18,806 $1.3M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.6% 18,791 $1.3M
Independent Advisor Alliance 0.03% Add +0.2% 18,538 $1.3M
HB Wealth Management, LLC 0.01% Add +46.2% 18,442 $1.3M
Investment Planning Advisors, Inc. 0.30% Add +0.0% 18,403 $1.3M
Almanack Investment Partners, LLC. 0.16% No change 18,145 $1.3M
Norinchukin Bank, The 0.01% Reduce -0.4% 18,124 $1.3M
Entropy Technologies, LP 0.05% Reduce -45.9% 18,116 $1.3M
HM Payson & Co. 0.02% No change 18,104 $1.3M
DAVENPORT & Co LLC 0.01% Reduce -9.3% 18,010 $1.3M
M&T Bank Corp 0.00% Add +14.1% 17,978 $1.3M
TD Waterhouse Canada Inc. 0.00% Reduce -51.6% 17,680 $1.2M
National Philanthropic Trust 0.02% No change 17,539 $1.2M
Sepio Capital, LP 0.06% Add +3.3% 17,087 $1.2M
Allianz Asset Management GmbH 0.00% Reduce -1.6% 16,967 $1.2M
EP Wealth Advisors, LLC 0.00% Reduce -32.6% 16,943 $1.2M
Trust Co. of Vermont 0.04% — 16,939 $1.2M
Stegent Equity Advisors, Inc. 0.85% Reduce -17.3% 16,896 $1.2M
Brown, Lisle/Cummings, Inc. 0.27% No change 16,780 $1.2M
NorthCoast Asset Management LLC 0.03% No change 16,715 $1.2M
Savant Capital, LLC 0.00% Add +8.6% 16,685 $1.2M
Schroder Investment Management Group 0.00% Reduce -35.8% 16,571 $1.2M
Private Advisor Group, LLC 0.01% Reduce -13.0% 16,653 $1.2M
Catalyst Funds Management Pty Ltd 0.07% Reduce -2.9% 16,652 $1.2M
Inspire Advisors, LLC 0.08% Reduce -1.6% 16,620 $1.2M
Farther Finance Advisors, LLC 0.01% Add +13.9% 16,610 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -16.4% 16,557 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% New 16,538 $1.2M
Hartford Investment Management Co. 0.03% Reduce -5.4% 16,485 $1.2M
TCW Group Inc. 0.01% Reduce -0.7% 16,470 $1.2M
Pinebridge Investments LLC 0.01% Add +91.5% 16,460 $1.2M
Fairfield, Bush & Co. 0.55% No change 15,993 $1.1M
US Bancorp \de 0.00% Add +5.1% 15,975 $1.1M
Elevation Point Wealth Partners, LLC 0.02% Add +25.7% 15,566 $1.1M
Delphi Management Inc. 1.08% Add +0.7% 15,679 $1.1M
Alamar Capital Management, LLC 0.55% Reduce -50.0% 15,300 $1.1M
Ballentine Partners, LLC 0.01% Add +1.4% 15,342 $1.1M
Wedbush Securities Inc. 0.03% Reduce -9.2% 15,326 $1.1M
Gateway Investment Advisers LLC 0.01% Reduce -7.4% 15,316 $1.1M
Brighton Jones LLC 0.02% Add +15.7% 15,245 $1.1M
Saudi Central Bank 0.01% Add +65.3% 15,073 $1.1M
Brown Brothers Harriman & Co. 0.00% Add +55.1% 15,073 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +10.8% 15,041 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 15,000 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +55.0% 14,948 $1.1M
Candriam S.C.A. 0.00% Reduce -11.1% 14,954 $1.1M
New Mexico Educational Retirement Board 0.03% Add +7.2% 14,875 $1.0M
Praxis Investment Management Inc. 0.05% No change 14,737 $1.0M
Ancora Advisors LLC 0.02% Reduce -3.7% 14,702 $1.0M
Blair William & Co. 0.00% Add +20.6% 14,522 $1.0M
iSAM Funds (UK) Ltd 0.72% New 14,500 $1.0M
Bessemer Group Inc. 0.00% Add +10.0% 14,354 $1.0M
Kentucky Retirement Systems 0.02% New 14,193 $1.0M
Aster Capital Management (DIFC) Ltd 0.21% New 14,008 $988K
Ashton Thomas Private Wealth, LLC 0.02% Add +6.5% 13,946 $984K
Allspring Global Investments Holdings, LLC 0.00% Add +2.5% 13,858 $979K
Investment Management Corp of Ontario 0.01% Reduce -22.6% 13,704 $967K
J.M. Arbour, LLC 0.83% Add +19.1% 13,671 $964K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +77.1% 13,650 $963K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.7% 13,573 $957K
Bellevue Asset Management, LLC 0.44% No change 13,500 $952K
Bridgewater Associates 0.00% New 13,499 $952K
Compass Wealth Management LLC 0.18% No change 13,331 $940K
Granite Bay Wealth Management, LLC 0.09% Reduce -18.5% 13,210 $932K
Mount Lucas Management LP 0.33% Add +2.4% 13,208 $932K
Kornitzer Capital Management Inc. 0.02% No change 13,115 $925K
Caisse Des Depots Et Consignations 0.02% No change 13,103 $924K
DF Dent & Co. Inc. 0.02% No change 13,040 $920K
Commerce Bank 0.00% Reduce -8.1% 13,031 $919K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 12,977 $915K
Tower Research Capital LLC (TRC) 0.02% Reduce -13.9% 12,870 $908K
Edgestream Partners, L.P. 0.03% New 12,700 $896K
Stoneridge Investment Partners LLC 0.59% No change 12,324 $894K
Atom Investors LP 0.08% New 12,641 $892K
Swedbank AB 0.00% No change 12,376 $873K
Lecap Asset Management Ltd. 0.37% New 12,344 $871K
Abn Amro Investment Solutions 0.01% Add +4.8% 12,291 $867K
Woodline Partners LP 0.00% Add +27.2% 12,250 $864K
GAMMA Investing LLC 0.03% Add +11.8% 12,186 $859K
Baird Financial Group, Inc. 0.00% Add +4.3% 12,176 $859K
Integrated Wealth Concepts LLC 0.01% Reduce -15.6% 12,024 $848K
Thompson Siegel & Walmsley LLC 0.02% Add +0.3% 11,963 $844K
Aptus Capital Advisors, LLC 0.01% Reduce -18.1% 11,878 $838K
Engineers Gate Manager LP 0.01% Add +164.3% 11,782 $831K
Maryland State Retirement & Pension System 0.01% No change 11,676 $824K
CI Investments Inc. 0.00% Reduce -59.3% 11,657 $822K
Park Avenue Securities LLC 0.01% Reduce -17.6% 11,592 $818K
MUFG Securities EMEA plc 0.01% Reduce -84.8% 11,511 $812K
Evergreen Capital Management LLC 0.01% Add +255.0% 11,217 $798K
Trueblood Wealth Management, LLC 0.28% Add +3.0% 11,290 $796K
NCM Capital Management, LLC 0.24% No change 11,259 $794K
Ossiam 0.01% Add +5.8% 10,951 $772K
Equitable Holdings, Inc. 0.00% Add +1.9% 10,911 $770K
Merit Financial Group, LLC 0.00% Add +8.0% 10,844 $765K
Elo Mutual Pension Insurance Co 0.01% Reduce -67.8% 10,817 $763K
Empower Advisory Group, LLC 0.00% Add +0.1% 10,815 $763K
Net Worth Advisory Group 0.19% Reduce -7.4% 10,593 $747K
Rydar Equities, Inc. 0.42% Add +4.2% 10,380 $743K
UMB Bank, n.a. 0.01% No change 10,520 $742K
BAM Wealth Management, LLC 0.46% New 10,472 $739K
Murphy Pohlad Asset Management LLC 0.26% No change 10,462 $738K
Empirical Finance, LLC 0.03% Add +3.5% 10,426 $735K
Aprio Wealth Management, LLC 0.04% Reduce -0.5% 10,385 $732K
Aurdan Capital Management, LLC 0.19% Reduce -33.8% 10,372 $732K
Wedmont Private Capital 0.02% Add +17.5% 9,964 $719K
Keb Asset Management, LLC 0.11% No change 9,974 $703K
Caprock Group, LLC 0.01% Add +42.0% 9,827 $703K
Williams Jones Wealth Management, LLC. 0.01% No change 9,927 $700K
Silver Oak Securities, Incorporated 0.04% Add +7.4% 9,880 $697K
Tectonic Advisors LLC 0.03% Add +1.0% 9,687 $683K
Carmel Capital Partners, LLC 0.23% Add +9.0% 9,679 $683K
Everpar Advisors LLC 0.19% Add +4.3% 9,670 $682K
OneDigital Investment Advisors LLC 0.01% Add +1.6% 9,539 $673K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.6% 9,467 $668K
SeaBridge Investment Advisors LLC 0.10% Reduce -6.0% 9,445 $666K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.1% 9,431 $665K
King Luther Capital Management Corp. 0.00% No change 9,426 $665K
LVW Advisors, LLC 0.06% Reduce -10.2% 9,348 $659K
E. Ohman J:or Asset Management AB 0.02% Add +42.8% 9,347 $659K
Ritholtz Wealth Management 0.01% Add +8.9% 9,345 $659K
Schonfeld Strategic Advisors LLC 0.00% Reduce -86.5% 9,278 $654K
XTX Topco Ltd 0.01% New 9,193 $648K
Coastal Bridge Advisors, LLC 0.04% Reduce -10.6% 9,188 $648K
Arbor Investment Advisors, LLC 0.07% New 9,116 $643K
Tobam 0.16% Reduce -39.4% 9,083 $641K
Hilltop Holdings Inc. 0.05% No change 9,060 $639K
Coldstream Capital Management Inc. 0.01% Add +10.9% 9,039 $638K
Mufg Securities Americas Inc. 0.03% Add +7.5% 8,858 $625K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 8,780 $619K
Fifth Third Wealth Advisors LLC 0.02% Add +70.8% 8,760 $618K
Fort Washington Investment Advisors Inc. 0.00% Reduce -6.6% 8,720 $615K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +1.1% 8,712 $614K
Bradley Foster & Sargent Inc. 0.01% Reduce -7.2% 8,662 $611K
Dynamic Advisor Solutions LLC 0.02% Add +28.4% 8,661 $611K
Wealth Alliance, LLC 0.05% Add +0.5% 8,640 $609K
Principal Securities, Inc. 0.01% Add +28.6% 8,613 $607K
United Capital Financial Advisors, LLC 0.00% Add +7.7% 8,612 $607K
Frec Markets, Inc. 0.05% New 8,609 $607K
Bridgefront Capital, LLC 0.16% New 8,603 $607K
HBK Sorce Advisory LLC 0.01% Add +1.0% 8,384 $604K
Mather Group, Llc. 0.01% Add +33.8% 8,534 $602K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +17.4% 8,392 $597K
NorthCrest Asset Manangement, LLC 0.02% New 8,300 $596K
Simplicity Wealth,LLC 0.02% Add +81.4% 8,351 $589K
Siemens Fonds Invest GmbH 0.03% Reduce -6.0% 8,210 $579K
Mission Wealth Management, LP 0.01% Add +75.8% 8,161 $576K
Chicago Partners Investment Group LLC 0.01% New 7,816 $574K
Brown Advisory Inc. 0.00% Add +35.0% 8,129 $573K
DORVAL Corp 0.16% No change 8,065 $569K
W1M Asset Management Ltd 0.01% No change 8,000 $564K
Securian Asset Management, Inc. 0.02% Reduce -3.1% 7,815 $560K
Adalta Capital Management LLC 0.24% Reduce -13.0% 7,845 $558K
Fiduciary Alliance LLC 0.04% Add +0.8% 7,815 $551K
Citizens Financial Group Inc. 0.01% Add +139.3% 7,752 $551K
Avior Wealth Management, LLC 0.01% Reduce -0.2% 7,799 $550K
Storgate, LLC 0.11% Add +0.1% 7,654 $540K
Glenmede Trust Co. NA 0.00% Add +9.5% 7,572 $534K
Banque Transatlantique SA 0.01% No change 7,534 $531K
Aurelius Family Office LLC 0.21% No change 7,519 $530K
Eagle Harbor Asset Management Inc. 0.41% Reduce -1.5% 7,475 $527K
Apollon Wealth Management, LLC 0.01% Reduce -22.9% 7,399 $522K
Advisors Capital Management, LLC 0.01% Add +1.8% 7,355 $519K
B. Metzler seel. Sohn & Co. AG 0.00% No change 7,332 $517K
Tuttle Capital Management, LLC 0.35% New 7,268 $513K
Rwa Wealth Partners, LLC 0.00% Add +0.0% 7,261 $512K
Busey Bank 0.01% No change 7,214 $509K
Axq Capital, LP 0.05% Reduce -75.7% 7,132 $503K
Venturi Wealth Management, LLC 0.02% Reduce -1.2% 7,113 $502K
Sagespring Wealth Partners, LLC 0.01% Add +3.0% 7,042 $497K
Brookstone Capital Management 0.01% New 7,008 $494K
Canada Post Corp Registered Pension Plan 0.02% No change 7,005 $494K
Polymer Capital Management (US) LLC 0.07% New 6,988 $493K
International Assets Investment Management, LLC 0.03% Reduce -4.8% 6,968 $492K
Wealth Advisors of Iowa, LLC 0.13% No change 6,912 $488K
Clear Harbor Asset Management, LLC 0.03% Reduce -0.2% 6,865 $484K
Resonant Capital Advisors, LLC 0.02% Reduce -20.5% 6,779 $482K
Sterling Capital Management LLC 0.01% Reduce -10.0% 6,826 $481K
Waverly Advisors, LLC 0.00% Reduce -89.1% 6,808 $480K
Investment Partners Asset Management, Inc. 0.27% No change 6,750 $476K
Metis Global Partners, LLC 0.01% Reduce -50.4% 6,735 $475K
North Dakota State Investment Board 0.02% Reduce -20.3% 6,687 $472K
Balyasny Asset Management L.P. 0.00% Reduce -51.0% 6,672 $471K
Crawford Investment Counsel Inc. 0.01% No change 6,635 $468K
Vestcor Inc 0.01% Reduce -21.7% 6,628 $467K
Osmosis Investment Management UK Ltd 0.02% Reduce -39.6% 6,576 $464K
Wealth Quarterback LLC 0.14% Add +6.3% 6,538 $461K
Keybank National Association 0.00% Add +58.8% 6,524 $460K
Diligent Investors, LLC 0.10% No change 6,411 $452K
Osterweis Capital Management Inc. 0.02% No change 6,331 $447K
Level Four Advisory Services, LLC 0.01% Reduce -0.3% 6,314 $445K
Quadrant Capital Group LLC 0.01% Reduce -1.7% 6,297 $444K
Claro Advisors Inc. 0.05% Add +3.6% 6,289 $444K
Baron Wealth Management LLC 0.11% Add +0.0% 6,221 $439K
Naples Global Advisors, LLC 0.03% Reduce -3.2% 6,088 $433K
Thrive Wealth Management, LLC 0.06% Add +0.4% 6,072 $428K
Impact Capital Partners LLC 0.12% Reduce -48.0% 6,060 $427K
Signaturefd, LLC 0.01% Add +7.3% 6,048 $427K
Westco Advisory Services Inc. 0.26% Reduce -2.0% 6,016 $424K
Visionary Wealth Advisors 0.02% No change 6,007 $424K
Private Trust Co. NA 0.03% Reduce -2.9% 5,962 $421K
Greenleaf Trust 0.00% Reduce -2.7% 5,958 $420K
Syon Capital LLC 0.02% Add +38.1% 5,944 $419K
Atticus Wealth Management, LLC 0.10% Add +1.3% 5,933 $418K
Geneos Wealth Management Inc. 0.01% Add +4.8% 5,917 $417K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -22.9% 5,890 $415K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -30.9% 5,883 $415K
Davis Asset Management, L.P. 0.01% No change 5,804 $409K
Romano Brothers and Company 0.04% No change 5,770 $407K
Carnegie Investment Counsel 0.01% Reduce -8.1% 5,733 $404K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.9% 5,715 $403K
Lincoln Capital LLC 0.07% No change 5,692 $401K
Tradewinds, LLC. 0.09% New 1,514 $400K
CenterBook Partners LP 0.02% Reduce -1.1% 5,656 $399K
Westerkirk Capital Inc. 0.04% No change 5,600 $395K
Pekin Hardy Strauss, Inc. 0.03% No change 5,575 $393K
IHT Wealth Management, LLC 0.01% Reduce -24.7% 5,521 $389K
Firethorn Wealth Partners, LLC 0.13% Add +0.2% 5,507 $388K
Wealthspire Advisors, LLC 0.00% Reduce -0.9% 5,461 $385K
Huntleigh Advisors, Inc. 0.05% Add +2.0% 5,405 $381K
Strategy Asset Managers LLC 0.06% Add +0.7% 5,391 $380K
J. M. Brown & Associates Inc. 0.21% — 5,301 $374K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -8.8% 5,282 $373K
Beacon Financial Group 0.03% No change 5,261 $371K
Compound Planning, Inc. 0.01% Add +10.2% 5,251 $370K
TruNorth Capital Management, LLC 0.06% No change 5,240 $370K
Perpetual Ltd 0.01% Add +2.6% 5,228 $369K
Cassaday & Co Wealth Management LLC 0.01% Reduce -15.4% 5,125 $361K
FIL Ltd 0.00% Add +181.0% 5,050 $356K
Sun Financial Inc 0.17% Reduce -10.3% 4,997 $354K
Checchi Capital Advisers, LLC 0.02% Add +10.5% 4,994 $352K
Assenagon Asset Management S.A. 0.00% Add +3.9% 4,962 $350K
Cushing Capital Partners, LLC 0.24% Reduce -0.9% 4,950 $349K
Snowden Capital Advisors LLC 0.01% Reduce -11.5% 4,892 $348K
MAI Capital Management 0.00% Add +400.6% 4,901 $347K
Genesis Private Wealth, LLC 0.10% Add +0.6% 4,915 $347K
STRS Ohio 0.00% Reduce -8.8% 4,905 $346K
Bull Harbor Capital LLC 0.07% New 4,881 $344K
Daymark Wealth Partners, LLC 0.01% Add +10.4% 4,826 $340K
Meeder Advisory Services, Inc. 0.01% Add +14.3% 4,818 $340K
Westwood Holdings Group Inc. 0.00% New 4,793 $338K
Financial Security Advisor, Inc. 0.05% Reduce -1.4% 4,748 $338K
Cullen/Frost Bankers, Inc. 0.00% Add +2.3% 4,720 $333K
CWS Financial Advisors, LLC 0.07% Add +35.0% 4,720 $333K
Spirepoint Private Client, LLC 0.03% Reduce -0.6% 4,660 $329K
Florida Financial Advisors, LLC 0.06% Add +11.3% 4,657 $329K
IFC Advisors LLC 0.04% Add +1.1% 4,635 $327K
Angeles Wealth Management, LLC 0.01% New 4,562 $326K
Vontobel Holding Ltd. 0.00% Reduce -13.3% 4,608 $325K
IFG Advisory, LLC 0.01% New 4,598 $324K
Parallel Advisors, LLC 0.00% Add +31.1% 4,552 $321K
Cornerstone Wealth Management, LLC 0.01% No change 4,506 $318K
Aureus Asset Management, LLC 0.02% No change 4,500 $317K
Fidelis Capital Partners, LLC 0.02% Reduce -2.3% 4,486 $316K
Ascentis Wealth Management, LLC 0.05% Add +39.2% 4,458 $314K
Bank of Nova Scotia Trust Co. 0.03% No change 4,437 $313K
Heartland Bank & Trust Co 0.06% Reduce -1.3% 4,432 $313K
Summit Financial, LLC 0.00% New 4,366 $310K
Cadent Capital Advisors, LLC 0.06% No change 4,387 $309K
Qsemble Capital Management, LP 0.04% Reduce -82.9% 4,385 $309K
Aigen Investment Management, LP 0.08% New 4,363 $308K
Ingalls & Snyder LLC 0.01% Reduce -0.1% 4,356 $307K
Apella Capital, LLC 0.00% Reduce -1.3% 4,283 $306K
West Family Investments, Inc. 0.09% Add +22.6% 4,331 $305K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -36.5% 4,321 $305K
Oppenheimer & Co. Inc. 0.00% No change 4,300 $303K
Strive Financial Group ,LLC 0.13% Add +2.5% 4,272 $301K
Mountain Pacific Investment Advisers LLC 0.05% No change 4,252 $300K
Confluence Wealth Services, Inc. 0.01% New 4,185 $295K
HUB Investment Partners, LLC 0.01% New 4,185 $295K
CX Institutional 0.01% Add +0.9% 4,119 $290K
Compass Capital Corp. /Ma/ 0.09% Reduce -5.6% 4,104 $290K
YHB Investment Advisors, Inc. 0.02% Reduce -23.6% 4,082 $288K
Allworth Financial LP 0.00% Add +79.7% 4,080 $288K
Moneta Group Investment Advisors LLC 0.00% Add +2.6% 4,068 $287K
EntryPoint Capital, LLC 0.07% No change 4,053 $286K
Sivia Capital Partners, LLC 0.03% New 4,031 $284K
Dymon Asia Capital (singapore) Pte. LTD. 0.05% New 4,020 $284K
Somerset Trust Co 0.08% Reduce -0.5% 3,972 $280K
Caldwell Sutter Capital, Inc. 0.11% Reduce -3.7% 3,950 $279K
EverSource Wealth Advisors, LLC 0.01% Reduce -18.2% 3,936 $278K
Pacific Excel Wealth Advisors, Inc. 0.11% New 3,893 $275K
Heritage Family Offices, LLP 0.11% Reduce -34.0% 3,893 $275K
Legacy Wealth Advisors, LLC 0.12% Add +22.4% 3,866 $273K
Monument Capital Management 0.05% New 3,848 $271K
BIP Wealth, LLC 0.01% Add +1.1% 3,818 $269K
Clearstead Advisors, LLC 0.00% Add +220.6% 3,796 $268K
Valeo Financial Advisors, LLC 0.01% Add +4.5% 3,774 $266K
IMC-Chicago, LLC 0.00% New 3,738 $264K
Accurate Wealth Management, LLC 0.03% New 3,644 $263K
L2 Asset Management, LLC 0.03% Reduce -59.9% 3,729 $263K
Stratos Investment Management, LLC 0.01% Add +6.1% 3,722 $263K
1ST Source Bank 0.01% No change 3,722 $263K
Norden Group LLC 0.02% New 3,689 $260K
Spinnaker Trust 0.01% New 3,684 $260K
Crestwood Advisors Group, LLC 0.00% Add +21.4% 3,676 $259K
Chilton Capital Management LLC 0.01% No change 3,667 $259K
Nilsine Partners, LLC 0.02% Add +7.5% 3,664 $258K
Global Wealth Management Investment Advisory, Inc. 0.04% Reduce -0.7% 3,630 $256K
Wexford Capital LP 0.03% No change 3,600 $254K
Woodward Diversified Capital, LLC 0.11% Reduce -1.5% 3,577 $252K
Prudential PLC 0.00% Reduce -22.8% 3,546 $250K
First Nebraska Trust Co 0.02% Add +1.4% 3,514 $248K
Catalyst Financial Partners LLC 0.02% New 3,508 $247K
Avestar Capital, LLC 0.01% Reduce -0.4% 3,461 $246K
Axxcess Wealth Management, LLC 0.00% New 3,464 $244K
StoneX Group Inc. 0.01% New 3,491 $244K
Cornerstone Financial Group, LLC 0.15% No change 3,457 $244K
Sowell Financial Services LLC 0.01% Add +2.9% 3,443 $243K
Steph & Co. 0.06% Add +37.3% 3,422 $241K
ABLE Financial Group, LLC 0.04% No change 3,391 $239K
New Age Alpha Advisors, LLC 0.01% Reduce -9.4% 3,377 $238K
S&G Foundation 0.01% No change 3,375 $238K
Trust Asset Management LLC 0.01% No change 3,346 $236K
Prosperity Consulting Group, LLC 0.01% New 3,335 $235K
Pure Financial Advisors, LLC 0.00% New 3,312 $234K
Arthur M. Cohen & Associates, LLC 0.04% No change 3,300 $233K
Fayez Sarofim & Co 0.00% No change 3,300 $233K
Essex Financial Services, Inc. 0.01% Reduce -10.4% 3,289 $232K
Kera Capital Partners, Inc. 0.02% New 3,285 $232K
First Citizens Bank & Trust Co. 0.00% Reduce -13.0% 3,247 $229K
Ignite Planners, LLC 0.03% Add +3.8% 3,224 $228K
Kingsview Wealth Management, LLC 0.00% Add +4.0% 3,209 $226K
111 Capital 0.04% Reduce -24.9% 3,196 $225K
Alpha Family Trust 0.09% No change 3,195 $225K
Three Magnolias Financial Advisors, LLC 0.12% No change 3,159 $223K
AlphaCore Capital LLC 0.00% New 3,122 $221K
Global Retirement Partners, LLC 0.00% — 3,127 $221K
Evolve Private Wealth, LLC 0.01% Reduce -62.7% 3,100 $220K
Waddell & Associates, LLC 0.01% New 3,110 $219K
RiverFront Investment Group, LLC 0.00% Add +0.5% 3,099 $219K
World Investment Advisors 0.00% Reduce -43.9% 3,289 $218K
Delta Investment Management, LLC 0.04% Reduce -32.5% 3,091 $218K
Arkadios Wealth Advisors 0.00% Reduce -9.8% 3,068 $216K
Lantz Financial LLC 0.04% New 3,063 $216K
Smartleaf Asset Management LLC 0.01% No change 3,017 $214K
Foundations Investment Advisors, LLC 0.00% New 3,025 $213K
Barnes Wealth Management Group, Inc 0.10% Reduce -1.4% 3,016 $213K
Indivisible Partners 0.01% New 3,016 $213K
Certuity, LLC 0.01% New 3,012 $212K
Evercore Wealth Management, LLC 0.00% New 3,006 $212K
Regions Financial Corp. 0.00% Reduce -5.3% 2,938 $207K
Choreo, LLC 0.00% Reduce -30.0% 2,896 $207K
Cannell & Spears LLC 0.00% New 2,907 $205K
Brown Miller Wealth Management, LLC 0.05% New 2,902 $205K
Pallas Capital Advisors LLC 0.01% New 2,884 $203K
Exit Wealth Advisors, LLC. 0.09% New 2,883 $203K
Heritage Wealth Advisors 0.01% No change 2,863 $202K
Larry Mathis Financial Planning, LLC 0.15% New 2,854 $201K
Summitry LLC 0.01% New 2,838 $200K
J.W. Cole Advisors, Inc. 0.00% Reduce -8.3% 2,836 $200K
Optiver Holding B.V. 0.00% New 2,756 $194K
ASR Vermogensbeheer N.V. 0.00% Reduce -70.3% 2,710 $191K
Whittier Trust Co. 0.00% Add +1.6% 2,625 $186K
Walleye Trading LLC 0.00% New 2,186 $154K
AdvisorNet Financial, Inc 0.01% Add +10.2% 2,158 $152K
PFA Pension, Forsikringsaktieselskab 0.00% Reduce -99.7% 2,144 $151K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -13.4% 2,137 $151K
St. Johns Investment Management Company, LLC 0.06% No change 2,117 $149K
Quent Capital, LLC 0.01% Add +54.5% 2,030 $143K
Blue Trust, Inc. 0.00% Reduce -4.6% 2,030 $143K
JFS Wealth Advisors, LLC 0.01% Add +0.7% 2,028 $143K
AlphaCentric Advisors LLC 0.12% Add +4.7% 2,020 $142K
Hantz Financial Services, Inc. 0.00% Reduce -50.6% 2,008 $142K
Acadian Asset Management LLC 0.00% No change 1,905 $134K
Hamilton Capital Partners Inc. 0.00% Reduce -32.3% 1,855 $131K
Transamerica Financial Advisors, LLC 0.01% Reduce -51.2% 1,819 $129K
CENTRAL TRUST Co 0.00% Add +1.9% 1,812 $128K
Versant Capital Management, Inc 0.01% Reduce -1.1% 1,739 $123K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 1,689 $119K
Huntington National Bank 0.00% Add +16.5% 1,684 $119K
Anchor Investment Management, LLC 0.01% No change 1,545 $109K
Providence Capital Advisors, LLC 0.02% New 1,533 $108K
First Pacific Financial 0.01% No change 1,490 $105K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,419 $102K
Cary Street Partners Financial LLC 0.00% Reduce -2.1% 1,398 $99K
Harbor Investment Advisory, LLC 0.01% No change 1,390 $98K
Eastern Bank 0.00% No change 1,352 $95K
Cheviot Value Management, LLC 0.01% No change 1,350 $95K
Los Angeles Capital Management LLC 0.00% Reduce -96.5% 1,311 $92K
Federated Hermes, Inc. 0.00% Reduce -3.0% 1,249 $88K
McGuire Capital Advisors Inc. 0.05% Reduce -1.0% 1,244 $88K
TIAA Wealth Investment Management LLC 0.00% New 1,158 $82K
Evermay Wealth Management LLC 0.01% No change 1,110 $79K
Capital Advisors, Ltd. LLC 0.01% Reduce -16.3% 1,061 $75K
FWL Investment Management, LLC 0.01% Reduce -6.7% 1,050 $74K
State of Wyoming 0.01% New 1,035 $73K
Duncker Streett & Co. Inc. 0.01% No change 1,012 $71K
Atlas Capital Advisors Inc. 0.01% Add +59.7% 979 $69K
Measured Wealth Private Client Group, LLC 0.02% Reduce -4.4% 946 $67K
Cromwell Holdings LLC 0.03% Add +3.2% 911 $65K
CVA Family Office, LLC 0.01% Add +10.6% 918 $65K
MPWM Advisory Solutions, LLC 0.03% No change 900 $63K
Fortitude Family Office, LLC 0.01% Reduce -5.1% 872 $62K
REAP Financial Group, LLC 0.01% Add +0.7% 869 $61K
Harbour Investments, Inc. 0.00% Reduce -1.6% 837 $59K
Pinnacle Bancorp, Inc. 0.02% No change 829 $58K
CYBER HORNET ETFs LLC 0.03% Reduce -2.7% 803 $57K
Basecamp Wealth Advisors LLC 0.01% Add +2.3% 802 $57K
SJS Investment Consulting Inc. 0.01% Add +1080.6% 791 $56K
Horizon Financial Services, LLC 0.02% Add +22.5% 778 $55K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -68.6% 775 $55K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -0.1% 765 $54K
Essential Partners LLC 0.02% Add +1212.1% 761 $54K
PFS Partners, LLC 0.02% No change 746 $53K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -68.3% 696 $49K
Lanark Financial, Inc. 0.00% Reduce -6.2% 695 $49K
Davis Capital Management 0.03% Add +1.5% 685 $48K
Sarver Vrooman Wealth Advisors 0.03% Reduce -3.3% 649 $46K
Security National Bank of So Dak 0.02% New 643 $45K
Obsidian Cio, LLC 0.03% Add +1782.3% 640 $45K
Coastline Trust Co 0.00% No change 622 $44K
Triumph Capital Management 0.01% Add +23.1% 592 $42K
Creative Financial Designs Inc. 0.00% No change 588 $41K
Parkside Financial Bank & Trust 0.00% Add +0.7% 585 $41K
Deseret Mutual Benefit Administrators 0.01% No change 579 $41K
CoreCap Advisors, LLC 0.00% Add +15.9% 568 $40K
Raleigh Capital Management Inc. 0.01% Reduce -1.9% 564 $40K
True Wealth Design, LLC 0.01% Add +509.8% 561 $40K
Westside Investment Management, Inc. 0.01% No change 550 $39K
N.E.W. Advisory Services LLC 0.00% Add +7.4% 538 $38K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.8% 529 $37K
Wilmington Savings Fund Society, FSB 0.00% No change 521 $37K
Physician Wealth Advisors, Inc. 0.00% Add +22.8% 518 $37K
Covestor Ltd 0.02% Reduce -56.2% 494 $35K
Wealth Enhancement Trust Services, Inc. 0.00% Add +457.3% 496 $35K
Larson Financial Group LLC 0.00% Add +61.3% 487 $34K
IFP Advisors, Inc 0.00% Add +44.7% 466 $33K
Bogart Wealth, LLC 0.00% Add +6.3% 440 $31K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 425 $30K
Bokf, NA 0.00% Add +285.4% 424 $30K
CGC Financial Services, LLC 0.01% No change 421 $30K
Allied Private Wealth LLC 0.02% — 401 $29K
Crewe Advisors LLC 0.00% Add +15.2% 401 $28K
Pittenger & Anderson Inc. 0.00% No change 375 $26K
Westpac Banking Corp. 0.00% No change 373 $26K
Hilltop National Bank 0.01% No change 364 $26K
Edmond DE Rothschild Holding S.A. 0.00% New 363 $26K
Clearstead Trust, LLC 0.00% Add +50.4% 361 $25K
Entrust Financial LLC 0.02% No change 352 $25K
Farmers & Merchants Investments Inc. 0.00% No change 352 $25K
Armstrong Advisory Group, Inc. 0.00% Reduce -16.1% 340 $24K
Frazier Financial Advisors, LLC 0.01% No change 337 $24K
Keating Financial Advisory Services, Inc. 0.00% Add +49.8% 337 $24K
Align Financial, LLC 0.01% No change 333 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -45.0% 330 $23K
Trust Co 0.00% Reduce -50.3% 327 $23K
Colonial Trust Co / SC 0.00% Reduce -7.9% 325 $23K
Private Wealth Asset Management, LLC 0.00% New 320 $23K
Leonteq Securities AG 0.00% No change 319 $22K
Bayban 0.02% No change 315 $22K
Manchester Capital Management LLC 0.00% No change 313 $22K
Asset Dedication, LLC 0.00% No change 311 $22K
Private Wealth Management Group, LLC 0.00% No change 300 $21K
Bruce G. Allen Investments, LLC 0.01% Add +44.1% 255 $18K
Financial Consulate, Inc. 0.00% Add +2.0% 250 $18K
Strategic Wealth Partners, Ltd. 0.00% No change 250 $18K
MidFirst Bank 0.00% No change 247 $17K
Princeton Global Asset Management LLC 0.00% No change 225 $16K
Hager Investment Management Services, LLC 0.01% Add +10.6% 220 $16K
Fiduciary Financial Advisors 0.00% New 219 $15K
Prestige Wealth Management Group LLC 0.00% No change 214 $15K
Buck Wealth Strategies, LLC 0.00% New 215 $15K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -41.7% 210 $15K
St Germain D J Co. Inc. 0.00% No change 199 $14K
SBI Securities Co., Ltd. 0.00% Add +200.0% 195 $14K
Institute for Wealth Management, LLC. 0.00% New 193 $14K
Spire Wealth Management 0.00% No change 191 $13K
City Holding Co. 0.00% No change 190 $13K
Greykasell Wealth Strategies, Inc. 0.00% No change 178 $13K
Ares Financial Consulting, LLC 0.01% No change 175 $12K
GW&K Investment Management, LLC 0.00% Add +34.1% 165 $12K
Owl Creek Wealth Partners LLC 0.00% Add +3.0% 170 $12K
IMG Wealth Management, Inc. 0.01% Add +30.4% 163 $11K
SRH Advisors, LLC 0.00% No change 163 $11K
MCF Advisors LLC 0.00% No change 160 $11K
Beacon Investment Advisory Services, Inc. 0.00% No change 157 $11K
Intesa Sanpaolo Wealth Management 0.00% No change 150 $11K
Financial Management Professionals, Inc. 0.00% No change 145 $10K
Rossby Financial, LCC 0.00% Reduce -5.3% 143 $10K
Lloyd Advisory Services, LLC. 0.00% New 141 $10K
Steigerwald, Gordon & Koch Inc. 0.00% No change 136 $10K
West Paces Advisors Inc. 0.00% New 129 $9K
Prosperity Bancshares Inc 0.01% New 124 $9K
MV Capital Management, Inc. 0.00% Add +16.7% 119 $8K
Kemnay Advisory Services Inc. 0.00% Add +5.5% 116 $8K
WPG Advisers, LLC 0.00% Reduce -15.6% 114 $8K
DT Investment Partners, LLC 0.00% No change 112 $8K
Kingdom Financial Group LLC. 0.00% New 112 $8K
LGT Financial Advisors LLC 0.04% Reduce -20.6% 112 $8K
Raiffeisen Bank International AG 0.00% Reduce -87.4% 109 $8K
Archer Investment Corp 0.00% No change 109 $8K
Continuum Advisory, LLC 0.00% New 109 $8K
Rosenberg Matthew Hamilton 0.00% No change 102 $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% Add +3.2% 98 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 98 $7K
Caitlin John, LLC 0.00% No change 96 $7K
Zions Bancorporation, National Association 0.00% Reduce -48.6% 90 $6K
Sachetta, LLC 0.00% Add +93.5% 89 $6K
Silver Grove Financial Group, Inc. 0.00% Add +625.0% 87 $6K
Raffa Wealth Management, LLC 0.00% Add +1.2% 85 $6K
Kilter Group LLC 0.00% Add +59.6% 75 $5K
Mascoma Wealth Management LLC 0.00% No change 75 $5K
Rialto Wealth Management, LLC 0.00% Add +192.0% 73 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 72 $5K
SouthState Bank Corp 0.00% Reduce -19.3% 71 $5K
Avion Wealth 0.00% Add +105.3% 78 $5K
Salomon & Ludwin, LLC 0.00% No change 70 $5K
First Command Advisory Services, Inc. 0.00% Reduce -18.6% 70 $5K
Creative Capital Management Investments LLC 0.00% New 69 $5K
Whipplewood Advisors, LLC 0.00% Reduce -48.5% 68 $5K
Summit Securities Group LLC 0.00% Add +38.8% 68 $5K
Ameriflex Group, Inc. 0.00% New 64 $5K
Cornerstone Financial Management LLC 0.00% Add +96.8% 61 $4K
Hilton Head Capital Partners, LLC 0.00% Add +39.5% 60 $4K
Tower View Wealth Management LLC 0.00% Reduce -21.1% 60 $4K
Elevation Wealth Partners, LLC 0.00% Add +172.7% 60 $4K
Union Savings Bank 0.00% No change 60 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 56 $4K
Hughes Financial Services, LLC 0.00% Add +52.8% 55 $4K
SHP Wealth Management 0.00% Add +315.4% 54 $4K
Westfuller Advisors, LLC 0.00% No change 52 $4K
North Star Investment Management Corp. 0.00% New 48 $3K
Glen Eagle Advisors, LLC 0.00% No change 47 $3K
Cornerstone Planning Group LLC 0.00% Reduce -35.7% 45 $3K
Salem Investment Counselors Inc. 0.00% No change 45 $3K
Signature Equity Partners, LLC 0.00% No change 44 $3K
First United Bank & Trust 0.00% No change 43 $3K
C M Bidwell & Associates Ltd. 0.00% No change 40 $3K
Signature Resources Capital Management, LLC 0.00% No change 34 $2K
Operose Advisors LLC 0.00% No change 34 $2K
HFM Investment Advisors, LLC 0.00% Add +128.6% 32 $2K
Chesapeake Asset Management LLC 0.00% New 31 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 31 $2K
Dunhill Financial, LLC 0.00% Add +3.5% 30 $2K
JPL Wealth Management, LLC 0.00% Add +3.6% 29 $2K
Marquette Asset Management, LLC 0.00% New 29 $2K
Montgomery Financial Services LLC 0.00% — 29 $2K
Penserra Capital Management LLC 0.00% No change 30 $2K
Burk Holdings LLC 0.00% No change 28 $2K
Sunrise Financial Services, LLC 0.00% No change 27 $2K
Bell Investment Advisors, Inc 0.00% Add +43.8% 23 $2K
Quarry LP 0.00% New 23 $2K
Fortis Group Advisors, LLC 0.00% New 21 $1K
LRI Investments, LLC 0.00% New 21 $1K
Purpose Unlimited Inc. 0.00% Reduce -42.9% 20 $1K
Key Financial Inc 0.00% No change 19 $1K
NBT Bank, N.A. 0.00% No change 19 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -5.6% 17 $1K
GoalVest Advisory LLC 0.00% New 17 $1K
Activest Wealth Management 0.00% New 17 $1K
1015 Capital Partners, LLC 0.00% Add +23.1% 16 $1K
Networth Advisors, LLC 0.00% New 16 $1K
Bare Financial Services, Inc 0.00% Reduce -20.0% 16 $1K
Cedar Mountain Advisors, LLC 0.00% No change 16 $1K
First Horizon Corp. 0.00% No change 15 $1K
Navigoe, LLC 0.00% New 15 $1K
Aventura Private Wealth, LLC 0.00% No change 14 $987
Key Capital Management, INC 0.00% New 12 $846
Planning Strategies Inc. 0.00% — 10 $705
WestEnd Advisors, LLC 0.00% No change 10 $705
DecisionPoint Financial, LLC 0.00% New 9 $636
Quaker Wealth Management, LLC 0.00% Add +12.5% 9 $635
United Community Bank 0.00% No change 9 $635
Highline Wealth Partners LLC 0.00% New 9 $635
American Capital Advisory, LLC 0.00% Add +75.0% 7 $494
Spectrum Wealth Advisory Group, LLC 0.00% New 7 $494
Valued Wealth Advisors LLC 0.00% No change 6 $427
Seneschal Advisors, LLC 0.00% No change 6 $424
Valley National Advisers Inc. 0.00% New 6 $424
Cape Investment Advisory, Inc. 0.00% New 6 $423
Motco 0.00% New 6 $423
Nemes Rush Group LLC 0.00% No change 6 $423
Nvwm, LLC 0.00% New 5 $353
Caitong International Asset Management Co., Ltd 0.00% Reduce -85.2% 4 $282
Maryland Capital Advisors Inc. 0.00% — 3 $212
TFC Financial Management, Inc. 0.00% Add +200.0% 3 $212
Plante Moran Financial Advisors, LLC 0.00% New 2 $141
Compass Financial Management LLC 0.00% — 2 $141
3 Factor Indexing, LLC 0.00% No change 1 $71
Sankala Group LLC 0.00% New 1 $70
Y.D. More Investments Ltd 0.00% Reduce -0.5% 189 $45
Roble, Belko & Company, Inc 0.00% Reduce -50.0% 4 $0

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