Yum China HoldingsYUMC

13F holders, Q2 2024 (June 30)
629holders −43
53new positions
93sold out
7famous investors
$31.03avg. 13F price*

At the end of Q2 2024, 629 institutions reported holding Yum China Holdings Inc. (YUMC) in their 13F filings, down 43 from Q1 2024. 53 opened new positions and 93 sold out. The largest holders were JPMorgan Chase & Co. ($605.1M), BlackRock Inc. ($535.8M) and Vanguard Group Inc. ($474.6M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Yum China Holdings Inc.
CUSIP
98850P109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 672Q1 2024Q2 2024: 629Q2 2024Q3 2024: 682Q3 2024Q4 2024: 715Q4 2024Q1 2025: 734Q1 2025Q2 2025: 689Q2 2025Q3 2025: 663Q3 2025Q4 2025: 675Q4 2025Q1 2026: 706Q1 2026Q2 2026: 665Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions53$528.1M
Exits93$191.3M

All 13F filers, Q1 2024 → Q2 2024: 44,060,264 shares bought and 32,095,652 shares sold, net +11,964,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 629 holders

JPMorgan Chase & Co. 0.05% Reduce -3.4% 19,619,285 $605.1M
BlackRock Inc. 0.01% Reduce -7.7% 17,373,314 $535.8M
Vanguard Group Inc. 0.01% Reduce -2.9% 15,390,497 $474.6M
Invesco Ltd. 0.10% Reduce -17.6% 15,144,973 $467.1M
T. Rowe Price Associates Inc. 0.05% Reduce -13.6% 14,464,261 $446.1M
Primavera Capital Management Ltd 71.72% New 12,035,635 $371.2M
Massachusetts Financial Services Co. 0.11% Add +1.0% 11,967,353 $369.1M
GUARDCAP ASSET MANAGEMENT Ltd 4.74% Reduce -12.0% 10,759,532 $331.8M
Dodge & Cox 0.20% Add +59.0% 10,681,262 $329.4M
BLS Capital Fondsmaeglerselskab A/S 9.67% Add +18.1% 10,473,952 $323.0M
Royal Bank of Canada 0.07% Add +5.7% 9,070,376 $279.7M
FIL Ltd 0.24% Add +6.8% 7,963,214 $245.8M
State Street Corp. 0.01% Reduce -2.8% 6,093,974 $187.9M
Norges Bank 0.03% Add +1.8% 5,816,390 $179.4M
Loomis Sayles & Co. L P 0.24% Add +0.1% 5,726,447 $176.6M
Principal Financial Group Inc. 0.10% Add +18.9% 5,256,309 $162.1M
Mondrian Investment Partners LTD 2.05% Add +56.3% 4,394,628 $133.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +19.6% 4,090,808 $126.2M
Alliancebernstein L.P. 0.04% Add +29.9% 4,066,842 $125.4M
Bank of America Corp. 0.01% Reduce -35.4% 3,598,447 $111.0M
Allspring Global Investments Holdings, LLC 0.18% Reduce -7.3% 3,541,094 $109.2M
Geode Capital Management, LLC 0.01% Add +0.5% 3,096,888 $95.0M
Legal & General Group Plc 0.02% Reduce -7.3% 2,821,846 $87.1M
Wellington Management Group LLP 0.01% Add +2627.4% 2,646,299 $81.6M
Deutsche Bank AG 0.03% Add +1.2% 2,417,391 $74.6M
UBS Group AG 0.02% Add +57.4% 2,390,628 $73.7M
Earnest Partners LLC 0.34% Add +39.8% 2,330,021 $72.0M
Morgan Stanley 0.01% Reduce -6.3% 2,278,296 $70.3M
Goldman Sachs Group Inc. 0.01% Add +11.0% 2,120,977 $65.4M
Thrivent Financial for Lutherans 0.13% Add +171.7% 2,069,134 $63.8M
Amundi 0.02% Reduce -6.8% 1,895,769 $59.4M
HSBC Holdings PLC 0.04% Add +0.7% 1,864,795 $57.6M
Temasek Holdings (Private) Ltd 0.26% No change 1,822,905 $56.2M
Dimensional Fund Advisors LP 0.01% Add +1.1% 1,815,869 $56.1M
Pinebridge Investments, L.P. 0.45% Add +42.9% 230,950 $55.8M
Franklin Resources Inc. 0.02% Add +7.1% 1,725,834 $53.3M
Man Group plc 0.14% Add +47.4% 1,707,611 $52.7M
Alberta Investment Management Corp 0.58% Add +150.3% 1,691,241 $52.2M
PBCay One RSC Ltd 27.23% Add +1.2% 1,625,719 $50.1M
Citadel Advisors 0.05% Add +548.0% 1,569,857 $48.4M
Two Sigma Investments, LP 0.11% Reduce -7.5% 1,459,110 $45.0M
Jane Street Group, LLC 0.05% Add +11.5% 1,456,257 $44.9M
Perseverance Asset Management International 5.35% Add +90.5% 1,321,849 $40.8M
Lind Value II ApS 16.05% New 1,305,000 $40.2M
Two Sigma Advisers, LP 0.08% Reduce -3.3% 1,220,150 $37.6M
Raymond James & Associates 0.02% Reduce -0.1% 1,185,945 $36.6M
Manufacturers Life Insurance Company, The 0.03% Reduce -13.1% 1,109,926 $34.3M
Voloridge Investment Management, LLC 0.12% New 1,033,821 $31.9M
Bank of New York Mellon Corp 0.01% Reduce -34.4% 1,027,881 $31.7M
DekaBank Deutsche Girozentrale 0.06% Add +355.9% 1,002,958 $31.4M
Barclays PLC 0.01% Reduce -31.7% 953,168 $29.4M
W1M Investment Management Ltd 0.54% Add +19.9% 932,527 $28.8M
CIBC Private Wealth Group LLC 0.05% Add +1.2% 935,647 $28.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -3.6% 903,318 $27.9M
Charles Schwab Investment Management Inc. 0.01% New 899,019 $27.8M
Swiss National Bank 0.02% Reduce -2.0% 897,933 $27.7M
BNP Paribas Financial Markets 0.03% Add +9.0% 882,602 $27.2M
Millennium Management 0.02% Reduce -24.7% 841,606 $26.0M
Qube Research & Technologies Ltd 0.05% Add +870.6% 812,958 $25.1M
Matthews International Capital Management LLC 5.32% Reduce -13.7% 779,238 $24.0M
CANADA LIFE ASSURANCE Co 0.04% Add +31.5% 773,234 $23.8M
Northern Trust Corp. 0.00% Reduce -17.6% 689,924 $21.3M
Royal London Asset Management Ltd. 0.05% No change 661,400 $20.4M
Marshall Wace, LLP 0.03% New 649,879 $20.0M
Squarepoint Ops LLC 0.07% Add +1100.7% 632,616 $19.5M
Nordea Investment Management AB 0.02% Add +6.7% 623,051 $19.4M
Tremblant Capital Group 2.20% Add +3.9% 625,881 $19.3M
Canada Pension Plan Investment Board 0.02% Reduce -37.2% 620,230 $19.1M
Mackenzie Financial Corp. 0.03% Reduce -5.0% 610,989 $18.8M
Avanda Investment Management Pte. Ltd. 2.79% Add +14.2% 596,500 $18.4M
Lazard Asset Management LLC 0.02% Add +3.7% 592,103 $18.3M
Nuveen Asset Management, LLC 0.01% Reduce -77.2% 580,386 $17.9M
Bank of Montreal 0.01% Add +71.5% 457,205 $17.3M
Twinbeech Capital LP 0.34% Add +122.7% 553,240 $17.1M
American Century Companies Inc. 0.01% Add +2.6% 481,719 $14.9M
Baron Capital (BAMCO) 0.04% Reduce -34.2% 475,345 $14.7M
Zuckerman Investment Group, LLC 1.65% Add +19.2% 461,469 $14.2M
Cooper Investors PTY Ltd. 2.08% Reduce -62.3% 443,187 $13.7M
Schroder Investment Management Group 0.02% Reduce -59.2% 442,376 $13.6M
Heritage Investors Management Corp. 0.47% Add +1.6% 440,531 $13.6M
Woodline Partners LP 0.13% New 438,885 $13.5M
Pictet Asset Management Holding SA 0.01% Reduce -43.5% 414,161 $12.8M
Caisse de depot et placement du Quebec 0.03% Add +7.3% 414,118 $12.8M
AQR Capital Management 0.02% Reduce -0.6% 412,964 $12.7M
Barings LLC 0.31% Reduce -4.2% 408,048 $12.6M
Storebrand Asset Management As 0.04% Add +3.8% 405,643 $12.5M
Walleye Capital LLC 0.14% Add +2661.7% 403,753 $12.5M
KBC Group NV 0.04% Add +60.8% 375,516 $11.6M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -89.8% 375,036 $11.6M
Pictet North America Advisors SA 1.25% Add +22.9% 374,681 $11.5M
Aberdeen Group plc 0.02% Add +7.4% 371,915 $11.5M
Natixis Advisors, LLC 0.02% Add +1.7% 351,038 $10.8M
Bridgewater Associates 0.06% Reduce -23.5% 347,483 $10.7M
Trexquant Investment LP 0.16% Add +109.0% 333,741 $10.3M
E Fund Management (Hong Kong) Co., Ltd. 5.95% Reduce -1.6% 314,777 $9.7M
Sei Investments Co. 0.01% Add +17.4% 312,376 $9.6M
Citigroup Inc. 0.01% Reduce -16.2% 300,978 $9.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +12.3% 295,191 $9.1M
Vontobel Holding Ltd. 0.03% Add +352.8% 285,462 $8.8M
Comgest Global Investors S.A.S. 0.12% Reduce -21.9% 283,393 $8.7M
State of New Jersey Common Pension Fund D 0.04% Reduce -32.4% 283,324 $8.7M
Morningstar Investment Services LLC 0.09% Reduce -0.6% 272,644 $8.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.5% 275,647 $8.5M
Aviva PLC 0.02% Reduce -1.1% 274,380 $8.5M
OMERS ADMINISTRATION Corp 0.08% No change 273,290 $8.4M
Jump Financial, LLC 0.17% Add +651.6% 271,500 $8.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -64.1% 271,014 $8.4M
Thornburg Investment Management Inc. 0.11% Add +7.4% 262,142 $8.1M
Ameriprise Financial Inc. 0.00% Add +1.3% 261,962 $8.1M
Rockefeller Capital Management L.P. 0.02% Add +581.2% 253,844 $7.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -45.5% 244,392 $7.6M
Korea Investment CORP 0.02% Reduce -5.0% 245,019 $7.6M
Holowesko Partners Ltd. 4.14% Reduce -42.2% 238,500 $7.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -50.0% 230,509 $7.1M
Macquarie Group Ltd. 0.01% Add +173.8% 230,030 $7.1M
Susquehanna International Group, LLP 0.01% Add +187.5% 229,739 $7.1M
Engineers Gate Manager LP 0.16% Add +36.4% 228,583 $7.0M
Swedbank AB 0.01% No change 222,672 $6.9M
Motley Fool Asset Management LLC 0.45% Add +27.9% 222,071 $6.8M
Quantbot Technologies LP 0.32% Add +262.8% 212,442 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 211,415 $6.5M
Erste Asset Management GmbH 0.09% No change 207,056 $6.5M
HighTower Advisors, LLC 0.01% Add +12.3% 210,047 $6.5M
Motley Fool Wealth Management, LLC 0.33% Add +31.6% 209,937 $6.5M
Polen Capital Management LLC 0.02% Reduce -34.4% 201,365 $6.2M
Value Partners Investments Inc. 0.54% Add +5.2% 200,950 $6.2M
AXA S.A. 0.02% Add +5.0% 199,201 $6.1M
Savoir Faire Capital Management, L.P. 2.25% Add +41.9% 188,010 $5.8M
Wells Fargo & Company 0.00% Reduce -8.1% 183,454 $5.7M
Russell Investments Group, Ltd. 0.01% Reduce -64.4% 182,558 $5.6M
Wesleyan Assurance Society 0.48% Add +20.1% 179,492 $5.5M
Rathbones Group PLC 0.03% Reduce -56.6% 173,662 $5.4M
Prudential PLC 0.04% Add +24.0% 166,446 $5.1M
Balyasny Asset Management L.P. 0.01% New 158,557 $4.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -3.6% 155,750 $4.8M
SG Americas Securities, LLC 0.03% Reduce -4.2% 153,643 $4.7M
B. Metzler seel. Sohn & Co. AG 0.04% Add +34.2% 150,392 $4.6M
PNC Financial Services Group, Inc. 0.00% Reduce -15.1% 144,051 $4.4M
Public Sector Pension Investment Board 0.03% Reduce -2.0% 133,193 $4.1M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -4.1% 122,138 $3.8M
National Pension Service 0.00% No change 120,773 $3.7M
Aperture Investors, LLC 0.53% No change 116,347 $3.6M
LPL Financial LLC 0.00% Reduce -16.8% 112,828 $3.5M
D. E. Shaw & Co. 0.01% Add +94.9% 109,580 $3.4M
Assetmark, Inc. 0.01% Reduce -32.7% 107,996 $3.3M
Leonteq Securities AG 0.46% Add +107.9% 13,896 $3.3M
Stratos Wealth Advisors, LLC 0.16% Reduce -9.1% 106,023 $3.3M
Resona Asset Management Co.,Ltd. 0.02% Reduce -10.5% 105,194 $3.2M
Handelsbanken Fonder AB 0.01% Reduce -14.3% 103,220 $3.2M
Capital Fund Management S.A. 0.03% No change 99,071 $3.1M
Cohen Klingenstein LLC 0.11% Reduce -12.7% 98,599 $3.0M
Nan Shan Life Insurance Co., Ltd. 0.07% Reduce -2.5% 92,400 $2.9M
Treasurer of the State of North Carolina 0.01% Reduce -5.5% 91,799 $2.8M
Unigestion Holding SA 0.15% Add +692.9% 66,255 $2.8M
Flossbach Von Storch SE 0.01% Reduce -10.0% 90,000 $2.8M
Guardian Capital LP 0.10% Add +16.4% 89,090 $2.7M
Captrust Financial Advisors 0.01% Add +0.7% 87,696 $2.7M
Truist Financial Corp. 0.00% Reduce -7.8% 85,687 $2.6M
FMR LLC 0.00% Reduce -88.1% 83,924 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -7.4% 83,477 $2.6M
Polymer Capital Management (HK) LTD 0.52% Add +1126.5% 83,400 $2.6M
USS Investment Management Ltd 0.02% Add +4.5% 83,130 $2.6M
Magnetar Financial LLC 0.06% New 82,100 $2.5M
Synovus Financial Corp. 0.03% Add +310.5% 79,835 $2.5M
APG Asset Management N.V. 0.00% Reduce -85.9% 83,432 $2.4M
Nomura Holdings Inc. 0.01% Add +72.6% 75,443 $2.3M
Credit Agricole S A 0.01% Add +3803.4% 74,164 $2.3M
Rhumbline Advisers 0.00% Reduce -18.3% 72,935 $2.2M
California State Teachers Retirement System 0.00% Reduce -44.0% 71,522 $2.2M
Burgundy Asset Management Ltd. 0.02% Add +46.5% 65,766 $2.0M
JB Capital LLC 0.12% New 63,111 $1.9M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +9.2% 63,010 $1.9M
Prudential Financial Inc. 0.00% Add +438.3% 62,280 $1.9M
Nisa Investment Advisors, LLC 0.01% Reduce -0.6% 62,160 $1.9M
Stifel Financial Corp. 0.00% Reduce -37.5% 61,403 $1.9M
Banque Cantonale Vaudoise 0.07% Reduce -0.2% 60,696 $1.9M
Creative Planning 0.00% Reduce -2.3% 60,087 $1.9M
Legacy Wealth Asset Management, LLC 0.52% Add +6.7% 59,855 $1.8M
Allianz Asset Management GmbH 0.00% Reduce -82.1% 59,758 $1.8M
IMC-Chicago, LLC 0.06% Add +239.8% 59,569 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.18% No change 58,641 $1.8M
Quadrature Capital Ltd 0.03% Add +8.9% 58,618 $1.8M
DAVENPORT & Co LLC 0.01% Add +8.9% 57,641 $1.8M
Cibc World Market Inc. 0.00% Add +4.6% 56,953 $1.8M
Simplex Trading, LLC 0.06% Add +296.0% 55,663 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 55,500 $1.7M
Sarasin & Partners LLP 0.01% No change 55,000 $1.7M
Cerity Partners LLC 0.00% Reduce -5.5% 54,900 $1.7M
Commerce Bank 0.01% Reduce -12.5% 53,939 $1.7M
Hanson & Doremus Investment Management 0.28% Reduce -2.2% 53,833 $1.7M
XTX Topco Ltd 0.14% Add +636.8% 53,457 $1.6M
Sciencast Management LP 0.57% New 52,989 $1.6M
MML Investors Services, LLC 0.01% Reduce -1.5% 52,793 $1.6M
Danske Bank A/S 0.01% Add +7.8% 52,777 $1.6M
Osaic Holdings, Inc. 0.00% Add +18.0% 52,584 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 50,000 $1.5M
Asset Management One Co., Ltd. 0.01% Reduce -4.5% 50,076 $1.5M
New York State Common Retirement Fund 0.00% Add +3246.8% 48,963 $1.5M
Fayez Sarofim & Co 0.00% Reduce -56.8% 48,585 $1.5M
Dean Investment Associates, LLC 0.21% Add +20.7% 48,196 $1.5M
Okabena Investment Services Inc. 0.47% Reduce -5.9% 47,979 $1.5M
Aigen Investment Management, LP 0.29% New 47,949 $1.5M
Centiva Capital, LP 0.07% Reduce -43.8% 47,888 $1.5M
M&T Bank Corp 0.00% Reduce -0.1% 46,492 $1.4M
Group One Trading LLC 0.04% Add +147.3% 46,101 $1.4M
Nomura Asset Management Co. Ltd. 0.00% Add +9.3% 45,900 $1.4M
Timber Creek Capital Management LLC 0.42% Add +29.0% 45,576 $1.4M
TD Asset Management Inc 0.00% Reduce -4.2% 44,926 $1.4M
Robeco Institutional Asset Management B.V. 0.00% Reduce -40.0% 44,887 $1.4M
Exencial Wealth Advisors, LLC 0.05% Reduce -1.9% 44,663 $1.4M
River Global Investors LLP 0.37% Add +47.3% 44,215 $1.4M
Pathstone Holdings, LLC 0.01% Add +3.0% 44,035 $1.4M
Ensign Peak Advisors, Inc 0.00% No change 43,750 $1.3M
Concentric Capital Strategies, LP 0.08% Add +0.1% 43,232 $1.3M
Naples Global Advisors, LLC 0.13% Add +16.6% 42,514 $1.3M
Gallacher Capital Management LLC 0.68% No change 42,020 $1.3M
Sanctuary Advisors, LLC 0.01% — 30,658 $1.2M
Searle & Co. 0.28% Reduce -7.4% 39,115 $1.2M
HRT Financial LP 0.01% Reduce -4.1% 38,380 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% No change 38,144 $1.2M
GTS Securities LLC 0.02% Add +144.0% 36,734 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -82.6% 35,760 $1.1M
Pavion Blue Capital, LLC 0.53% Reduce -1.4% 34,938 $1.1M
Voya Investment Management LLC 0.00% Reduce -2.6% 34,748 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.6% 34,699 $1.1M
Henry James International Management Inc. 0.38% Reduce -35.0% 34,363 $1.1M
E. Ohman J:or Asset Management AB 0.03% Reduce -9.3% 34,100 $1.1M
Corient Private Wealth LP 0.00% Reduce -2.0% 32,748 $1.0M
Toronto Dominion Bank 0.00% Reduce -1.9% 31,207 $962K
Cadent Capital Advisors, LLC 0.38% Add +0.5% 30,605 $944K
Parallax Volatility Advisers, L.P. 0.03% Add +89.2% 30,366 $936K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -22.2% 29,678 $915K
MBB Public Markets I LLC 0.02% New 29,300 $904K
Camelot Portfolios, LLC 0.49% New 28,344 $874K
DNB Asset Management AS 0.00% Add +1.9% 27,630 $852K
Stableford Capital II LLC 0.33% Add +20.3% 26,782 $836K
Fox Run Management, L.L.C. 0.16% Add +220.7% 27,021 $833K
US Bancorp \de 0.00% Add +3.0% 26,902 $830K
Van Berkom & Associates Inc. 0.02% Add +10.5% 26,750 $827K
Fernwood Investment Management, LLC 0.25% Reduce -1.9% 26,170 $807K
Blair William & Co. 0.00% Add +1.2% 25,639 $791K
Palouse Capital Management, Inc. 0.53% New 25,597 $789K
Banco Santander, S.A. 0.01% Reduce -30.2% 25,570 $789K
Y-Intercept (Hong Kong) Ltd 0.04% New 25,525 $787K
Comerica Bank 0.00% Reduce -7.2% 25,296 $780K
IFM Investors Pty Ltd 0.01% Reduce -9.9% 23,898 $737K
Cresset Asset Management, LLC 0.00% Add +1.5% 23,888 $737K
Everett Harris & Co. 0.01% Reduce -4.9% 23,753 $733K
D.A. Davidson & Co. 0.01% Reduce -2.8% 23,388 $721K
Atria Investments, Inc 0.01% Reduce -14.3% 23,150 $714K
Mariner, LLC 0.00% Reduce -6.6% 21,923 $676K
Enterprise Financial Services Corp 0.41% Reduce -3.9% 21,724 $670K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -16.2% 21,654 $668K
LMR Partners LLP 0.02% Reduce -56.4% 21,100 $651K
Cetera Investment Advisers 0.00% Reduce -13.3% 21,044 $649K
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.5% 20,747 $640K
Cloverfields Capital Group, LP 0.21% Add +1.2% 20,565 $634K
Cohen Capital Management, Inc. 0.11% No change 19,950 $615K
Seven Eight Capital, LP 0.06% Add +123.5% 19,897 $614K
Glenmede Trust Co. NA 0.00% Reduce -9.9% 19,842 $612K
Highland Capital Management, LLC 0.04% Reduce -6.4% 19,650 $606K
Headlands Technologies LLC 0.06% New 19,621 $605K
Silvercrest Asset Management Group LLC 0.00% No change 19,197 $592K
Harbor Advisors LLC 0.11% No change 19,000 $586K
Beacon Pointe Advisors, LLC 0.01% Reduce -3.1% 18,752 $578K
Capital Advisors Inc. 0.01% No change 18,628 $574K
Osborne Partners Capital Management, LLC 0.03% Add +8.8% 18,480 $570K
Gsa Capital Partners LLP 0.04% Reduce -59.7% 17,862 $551K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.6% 17,449 $538K
nVerses Capital, LLC 0.32% New 17,400 $537K
Cassaday & Co Wealth Management LLC 0.02% Reduce -4.5% 17,106 $528K
Verition Fund Management LLC 0.00% Add +180.1% 17,065 $526K
Principal Securities, Inc. 0.01% Reduce -7.3% 17,022 $525K
Inceptionr LLC 0.15% New 16,940 $522K
Illinois Municipal Retirement Fund 0.01% No change 16,926 $522K
North Star Investment Management Corp. 0.04% Reduce -0.0% 16,320 $503K
Salem Investment Counselors Inc. 0.02% No change 16,311 $503K
YHB Investment Advisors, Inc. 0.04% Reduce -58.5% 16,214 $500K
Ridgewood Investments LLC 0.25% Add +19.4% 16,097 $496K
Assenagon Asset Management S.A. 0.00% No change 15,862 $489K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 15,709 $484K
Oak Ridge Investments LLC 0.05% Reduce -1.6% 15,393 $475K
Ethic Inc. 0.01% Reduce -10.4% 15,380 $474K
Fisher Asset Management 0.00% Add +8.7% 15,373 $474K
Mitchell McLeod Pugh & Williams Inc. 0.11% Reduce -5.0% 15,122 $466K
Qtron Investments LLC 0.07% Reduce -70.5% 14,994 $462K
Janney Montgomery Scott LLC 0.00% Add +15.3% 14,886 $459K
MAI Capital Management 0.00% Reduce -1.4% 14,867 $459K
Dark Forest Capital Management LP 0.08% Add +181.8% 14,843 $458K
Baird Financial Group, Inc. 0.00% Add +1.6% 14,808 $457K
SVB Wealth LLC 0.01% Reduce -6.2% 14,561 $449K
AlphaQuest LLC 0.06% Add +212.1% 14,533 $448K
Townsquare Capital LLC 0.01% Add +11.6% 14,364 $443K
Raymond James Trust N.A. 0.01% Add +4.2% 13,915 $429K
Gateway Advisory, LLC 0.07% Add +8.8% 13,810 $426K
Brown Advisory Inc. 0.00% Reduce -9.9% 13,780 $425K
First Citizens Bank & Trust Co. 0.01% Reduce -0.5% 13,745 $424K
Acadian Asset Management LLC 0.00% Reduce -96.4% 13,657 $421K
Intech Investment Management LLC 0.01% Add +1.9% 13,650 $421K
Mercer Global Advisors Inc. 0.00% Reduce -4.4% 13,447 $415K
Private Advisor Group, LLC 0.00% Reduce -3.8% 13,296 $410K
Kestra Advisory Services, LLC 0.00% Reduce -8.4% 13,276 $409K
TAGStone Capital, Inc. 0.23% Add +0.5% 12,863 $397K
Sepio Capital, LP 0.04% Reduce -0.4% 12,747 $393K
Cobblestone Capital Advisors LLC 0.02% No change 12,511 $386K
Sequoia Financial Advisors, LLC 0.00% Reduce -12.9% 12,411 $383K
Petrus Trust Company, LTA 0.04% Reduce -15.1% 12,376 $382K
Advisors Asset Management, Inc. 0.01% Add +28.7% 12,336 $380K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.0% 12,316 $380K
Stock Yards Bank & Trust Co. 0.01% Reduce -4.9% 11,997 $370K
Procyon Advisors, LLC 0.03% Reduce -14.5% 11,896 $367K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -20.2% 11,571 $357K
Shufro Rose & Co. LLC 0.03% No change 11,468 $354K
Vaughan Nelson Investment Management, L.P. 0.00% New 11,450 $353K
Fidelis Capital Partners, LLC 0.05% New 10,389 $352K
Catalyst Funds Management Pty Ltd 0.09% New 11,400 $352K
Tower Research Capital LLC (TRC) 0.01% Add +70.3% 11,385 $351K
Johnson Investment Counsel Inc. 0.00% No change 11,166 $344K
Bridgefront Capital, LLC 0.14% Add +64.5% 11,049 $341K
Stephens Inc. 0.01% Reduce -0.2% 10,805 $333K
Mill Capital Management, LLC 0.03% No change 10,790 $333K
King Luther Capital Management Corp. 0.00% No change 10,755 $332K
SOL Capital Management CO 0.04% No change 10,710 $330K
Huntington National Bank 0.00% Reduce -2.1% 10,690 $330K
M&G PLC 0.00% No change 10,626 $329K
Fifth Third Bancorp 0.00% Reduce -1.9% 10,551 $325K
Buckingham Strategic Wealth, LLC 0.00% Reduce -0.9% 10,370 $320K
Auxier Asset Management LLC 0.05% No change 10,268 $317K
1ST Source Bank 0.02% No change 10,080 $311K
Cwm, LLC 0.00% Add +53.5% 9,972 $308K
Choate Investment Advisors 0.01% No change 9,667 $298K
Essex Financial Services, Inc. 0.02% New 8,621 $294K
Federation des caisses Desjardins du Quebec 0.00% Add +117.7% 9,384 $289K
CIBC Asset Management Inc 0.00% Reduce -2.9% 9,336 $288K
AMF Tjanstepension AB 0.00% Reduce -95.7% 9,304 $287K
Rehmann Capital Advisory Group 0.02% Add +17.2% 9,062 $280K
Mogy Joel R Investment Counsel Inc. 0.02% No change 8,960 $276K
Harvest Fund Management Co., Ltd 0.02% Add +12.6% 8,937 $276K
New Capital Management LP 0.08% No change 8,853 $273K
Williams Jones Wealth Management, LLC. 0.00% Reduce -4.7% 8,746 $270K
Harbour Capital Advisors, LLC 0.06% Reduce -2.5% 8,810 $269K
Cary Street Partners Investment Advisory LLC 0.01% New 8,573 $264K
Evermay Wealth Management LLC 0.04% No change 8,505 $262K
Charter Oak Capital Management, LLC 0.03% Add +2.6% 8,481 $262K
First National Bank & Trust Co. of Newtown 0.05% Reduce -10.6% 8,403 $259K
Ervin Investment Management, LLC 0.18% No change 8,372 $258K
OneDigital Investment Advisors LLC 0.00% Add +11.8% 8,267 $255K
Pekin Hardy Strauss, Inc. 0.03% No change 8,175 $252K
Moody National Bank Trust Division 0.02% No change 8,000 $247K
Panagora Asset Management Inc. 0.00% No change 8,000 $247K
Fairview Capital Investment Management, LLC 0.01% Reduce -88.0% 7,975 $246K
Winthrop Capital Management, LLC 0.12% No change 7,926 $244K
Guggenheim Capital LLC 0.00% Reduce -5.3% 7,815 $241K
Yousif Capital Management, LLC 0.00% No change 7,455 $230K
Two Sigma Securities, LLC 0.01% New 7,419 $229K
Shakespeare Wealth Management, LLC 0.07% No change 7,391 $228K
PFG Investments, LLC 0.02% Add +0.1% 7,335 $226K
Tectonic Advisors LLC 0.02% Add +19.6% 7,333 $226K
Interchange Capital Partners, LLC 0.08% New 7,291 $225K
Cigna Investments Inc. 0.04% Reduce -10.3% 7,262 $224K
Montag A & Associates Inc. 0.01% No change 7,240 $223K
Oppenheimer Asset Management Inc. 0.00% Add +0.7% 7,182 $221K
Prospera Financial Services Inc 0.01% Add +6.1% 7,122 $220K
Tritonpoint Wealth, LLC 0.02% Reduce -19.3% 7,128 $220K
Meyer Handelman Co. 0.01% Reduce -22.1% 7,080 $218K
New York Life Investment Management LLC 0.00% Reduce -1.3% 7,007 $216K
IHT Wealth Management, LLC 0.01% Reduce -5.0% 6,987 $215K
Boston Family Office LLC 0.02% Reduce -0.3% 6,954 $214K
Biltmore Family Office, LLC 0.04% No change 6,895 $213K
Nilsine Partners, LLC 0.03% No change 6,806 $210K
Full Sail Capital, LLC 0.01% No change 6,760 $208K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -7.0% 6,660 $205K
Whittier Trust Co. 0.00% Reduce -1.0% 6,603 $204K
Fiduciary Trust Co 0.00% No change 6,588 $203K
Virtu Financial LLC 0.01% New 6,588 $203K
Cross Staff Investments Inc 0.17% No change 6,560 $202K
Appleton Partners Inc. 0.02% No change 6,506 $201K
iA Global Asset Management Inc. 0.00% Reduce -5.2% 6,451 $199K
Allworth Financial LP 0.00% Reduce -7.7% 6,390 $194K
CENTRAL TRUST Co 0.00% Reduce -18.3% 6,100 $188K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.4% 5,803 $179K
Liontrust Investment Partners LLP 0.00% Reduce -20.1% 5,657 $175K
Whittier Trust Co. of Nevada Inc. 0.00% No change 5,450 $168K
Corebridge Financial, Inc. 0.00% — 5,335 $165K
Daiwa Securities Group Inc. 0.00% No change 5,245 $162K
Wiser Advisor Group LLC 0.25% Reduce -27.5% 5,131 $158K
American National Bank & Trust 0.02% No change 4,603 $142K
Unique Wealth Strategies, LLC 0.06% New 3,478 $138K
SJS Investment Consulting Inc. 0.03% No change 4,320 $133K
WASHINGTON TRUST Co 0.00% No change 4,135 $128K
Blue Trust, Inc. 0.00% Add +7.0% 3,064 $122K
Avior Wealth Management, LLC 0.01% Reduce -0.1% 3,942 $122K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -5.3% 3,763 $116K
Sachetta, LLC 0.05% No change 3,712 $111K
Bokf, NA 0.00% Reduce -24.9% 3,364 $104K
Farmers & Merchants Investments Inc. 0.00% No change 3,350 $103K
Carmichael Hill & Associates, Inc. 0.04% Add +12.1% 3,338 $103K
Peoples Bank 0.08% Reduce -1.4% 3,145 $97K
Bessemer Group Inc. 0.00% Reduce -12.5% 2,830 $87K
Smithfield Trust Co 0.00% Reduce -1.3% 2,600 $80K
Natixis 0.00% New 2,554 $79K
St Germain D J Co. Inc. 0.00% Reduce -6.7% 2,515 $78K
Private Trust Co. NA 0.01% Reduce -9.2% 2,378 $73K
Studio Investment Management LLC 0.02% Add +28.6% 2,274 $70K
EntryPoint Capital, LLC 0.03% Add +12.7% 2,248 $69K
State of Wyoming 0.01% Add +161.6% 2,213 $68K
1832 Asset Management L.P. 0.00% Reduce -4.7% 2,175 $67K
Hilltop National Bank 0.02% No change 2,142 $66K
Mather Group, Llc. 0.00% Add +172.1% 1,641 $65K
NewEdge Advisors, LLC 0.00% Reduce -69.5% 2,105 $65K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -16.3% 2,050 $63K
CI Investments Inc. 0.00% Reduce -10.5% 2,054 $63K
Bogart Wealth, LLC 0.00% Add +3.1% 1,999 $62K
UMB Bank, n.a. 0.00% No change 1,974 $61K
Hartford Financial Management Inc. 0.01% No change 1,940 $60K
Spire Wealth Management 0.00% Reduce -1.7% 1,938 $60K
GAMMA Investing LLC 0.01% Reduce -3.6% 1,878 $58K
M&R Capital Management Inc. 0.01% No change 1,715 $53K
Family Firm, Inc. 0.01% New 1,672 $52K
Webster Bank, N. A. 0.01% No change 1,650 $51K
Centennial Bank 0.02% Add +6.8% 1,575 $49K
SOA Wealth Advisors, LLC. 0.01% Reduce -26.0% 1,560 $48K
Grove Bank & Trust 0.01% Reduce -34.9% 1,501 $46K
Birchbrook, Inc. 0.03% No change 1,500 $46K
Monetary Management Group Inc. 0.01% No change 1,500 $46K
BOK Financial Private Wealth, Inc. 0.00% No change 1,500 $46K
Brown Brothers Harriman & Co. 0.00% No change 1,500 $46K
Van Eck Associates Corp. 0.00% Reduce -96.9% 1,510 $46K
National Bank of Canada 0.00% Add +140.3% 1,490 $45K
Glen Eagle Advisors, LLC 0.01% Reduce -6.3% 1,469 $45K
Tortoise Investment Management, LLC 0.01% Add +0.1% 1,456 $45K
STRS Ohio 0.00% Reduce -90.5% 1,355 $42K
Colonial Trust Co / SC 0.01% No change 1,330 $42K
Plante Moran Financial Advisors, LLC 0.00% No change 1,341 $41K
Cranbrook Wealth Management, LLC 0.01% Add +0.1% 1,340 $41K
Scarborough Advisors, LLC 0.02% Add +0.3% 1,317 $41K
Larson Financial Group LLC 0.00% Add +17.6% 1,304 $40K
Compagnie Lombard Odier SCmA 0.00% No change 1,245 $38K
Signaturefd, LLC 0.00% No change 1,200 $37K
Cape Investment Advisory, Inc. 0.02% Reduce -31.3% 1,199 $37K
Harbour Investments, Inc. 0.00% Reduce -2.8% 1,179 $36K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.4% 1,164 $36K
IFP Advisors, Inc 0.00% Add +26.4% 1,135 $35K
Eagle Bay Advisors LLC 0.02% Add +53.7% 1,088 $34K
Cullen/Frost Bankers, Inc. 0.00% Reduce -4.3% 1,058 $33K
Parallel Advisors, LLC 0.00% Add +0.5% 1,051 $32K
Geneos Wealth Management Inc. 0.00% Add +15.7% 1,044 $32K
Gradient Investments LLC 0.00% Add +7.7% 1,037 $32K
Concord Wealth Partners 0.01% Reduce -48.3% 1,001 $31K
Tyler-Stone Wealth Management 0.01% No change 1,000 $31K
CoreCap Advisors, LLC 0.00% Add +0.1% 998 $31K
Pathway Financial Advisers, LLC 0.01% Add +0.1% 985 $30K
BNP Paribas 0.00% Reduce -62.8% 950 $29K
West Paces Advisors Inc. 0.01% No change 949 $29K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 926 $29K
Anchor Investment Management, LLC 0.00% No change 944 $29K
Capital Advisors, Ltd. LLC 0.00% Add +6.1% 933 $29K
Sound Income Strategies, LLC 0.00% No change 887 $27K
Toth Financial Advisory Corp. 0.00% No change 880 $27K
Citizens National Bank Trust Department 0.01% No change 880 $27K
Hexagon Capital Partners LLC 0.01% No change 879 $27K
LRI Investments, LLC 0.00% Reduce -4.4% 877 $27K
Boit C F David 0.01% No change 320 $26K
Addison Advisors LLC 0.01% No change 840 $26K
Venturi Wealth Management, LLC 0.00% Add +2.4% 817 $25K
FinTrust Capital Advisors, LLC 0.00% Add +107.2% 773 $24K
Ameritas Investment Partners, Inc. 0.00% Add +0.4% 755 $23K
S.A. Mason LLC 0.01% No change 700 $22K
Magellan Asset Management Ltd 0.00% No change 696 $21K
Red Tortoise LLC 0.01% No change 682 $21K
Quadrant Capital Group LLC 0.00% Add +237.2% 661 $20K
Global Retirement Partners, LLC 0.00% Add +17.5% 638 $20K
Founders Capital Management 0.01% No change 620 $19K
HM Payson & Co. 0.00% No change 618 $19K
Hantz Financial Services, Inc. 0.00% Add +2.5% 620 $19K
Stephens Consulting, LLC 0.01% Add +20.8% 604 $19K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 573 $18K
Farther Finance Advisors, LLC 0.00% Add +13.9% 588 $18K
JNBA Financial Advisors 0.00% No change 581 $18K
Sittner & Nelson, LLC 0.01% No change 581 $18K
Delta Asset Management LLC 0.00% No change 575 $18K
Field & Main Bank 0.01% No change 560 $17K
ORG Partners LLC 0.00% New 559 $17K
Quent Capital, LLC 0.00% Add +0.2% 548 $17K
Main Street Group, LTD 0.01% Add +0.2% 525 $16K
Hazlett, Burt & Watson, Inc. 0.01% No change 509 $16K
Smartleaf Asset Management LLC 0.00% Add +59.3% 505 $16K
Westpac Banking Corp. 0.00% Reduce -99.1% 511 $16K
Laurel Wealth Advisors LLC 0.00% No change 510 $16K
GHP Investment Advisors, Inc. 0.00% No change 509 $16K
Northwest Bank & Trust Co 0.01% New 504 $16K
Arrow Financial Corp 0.00% No change 500 $15K
Sandy Spring Bank 0.00% Reduce -21.5% 500 $15K
Trust Co. of Vermont 0.00% No change 480 $15K
Optiver Holding B.V. 0.00% Add +71.4% 480 $15K
Crewe Advisors LLC 0.00% Add +131.7% 475 $15K
Strategic Investment Solutions, Inc. 0.00% — 283 $14K
Rothschild Investment LLC 0.00% Reduce -15.0% 430 $13K
Albion Financial Group 0.00% No change 427 $13K
Hollencrest Capital Management 0.00% No change 412 $13K
Logan Capital Management Inc. 0.00% No change 404 $12K
Optimum Investment Advisors 0.01% No change 400 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -17.4% 400 $12K
Key Financial Inc 0.00% Reduce -86.8% 400 $12K
Park Place Capital Corp 0.00% No change 396 $12K
Bfsg, LLC 0.00% Add +9.6% 388 $12K
EverSource Wealth Advisors, LLC 0.00% Add +136.0% 387 $12K
Beacon Capital Management, LLC 0.00% No change 375 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.2% 375 $12K
Parkside Financial Bank & Trust 0.00% No change 368 $11K
Lanark Financial, Inc. 0.00% No change 374 $11K
Carolinas Wealth Consulting LLC 0.00% No change 350 $11K
Compass Wealth Management LLC 0.00% No change 348 $11K
International Assets Investment Management, LLC 0.00% New 347 $11K
Bell Investment Advisors, Inc 0.00% Add +28.2% 341 $11K
Creekmur Asset Management LLC 0.00% No change 330 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 324 $10K
Versant Capital Management, Inc 0.00% No change 326 $10K
Coston, McIsaac & Partners 0.00% No change 345 $10K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -10.3% 324 $10K
Nemes Rush Group LLC 0.00% Reduce -38.8% 316 $10K
RFP Financial Group LLC 0.00% No change 310 $10K
Pinnacle Financial Partners Inc 0.00% No change 240 $10K
1620 Investment Advisors, Inc. 0.01% New 300 $9K
Rock Creek Group LLC 0.00% Reduce -35.7% 299 $9K
Iron Horse Wealth Management, LLC 0.00% Add +1046.2% 298 $9K
Itau Unibanco Holding S.A. 0.00% New 69 $9K
Washington Trust Advisors, Inc. 0.00% No change 285 $9K
Kimelman & Baird, LLC 0.00% — 276 $9K
Lindbrook Capital, LLC 0.00% Reduce -13.1% 273 $8K
Tradewinds Capital Management, LLC 0.00% No change 266 $8K
Horizons Wealth Management 0.01% New 263 $8K
GPS Wealth Strategies Group, LLC 0.00% Add +0.4% 255 $8K
New England Capital Financial Advisors LLC 0.00% Add +0.4% 251 $8K
Game Plan Financial Advisors, LLC 0.00% No change 250 $8K
Caitlin John, LLC 0.01% No change 248 $8K
Redwood Wealth Management Group, LLC 0.01% New 240 $7K
WealthCollab, LLC 0.01% No change 240 $7K
WR Wealth Planners, LLC 0.00% No change 240 $7K
Nvwm, LLC 0.00% No change 240 $7K
Old Second National Bank of Aurora 0.00% No change 240 $7K
Exchange Traded Concepts, LLC 0.00% New 237 $7K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 231 $7K
Colonial Trust Advisors 0.00% Reduce -34.1% 228 $7K
HighMark Wealth Management LLC 0.00% Add +0.4% 226 $7K
TCTC Holdings, LLC 0.00% No change 220 $7K
Creative Financial Designs Inc. 0.00% Add +86.2% 216 $7K
Independence Bank of Kentucky 0.00% No change 200 $6K
Naples Money Management LLC 0.01% No change 200 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 197 $6K
DecisionPoint Financial, LLC 0.00% No change 200 $6K
NBT Bank, N.A. 0.00% No change 183 $6K
Providence Capital Advisors, LLC 0.00% No change 164 $5K
Central Pacific Bank - Trust Division 0.00% No change 164 $5K
Rosenberg Matthew Hamilton 0.00% Reduce -88.1% 162 $5K
MCF Advisors LLC 0.00% No change 158 $5K
Raleigh Capital Management Inc. 0.00% No change 151 $5K
Clear Point Advisors Inc. 0.00% No change 150 $5K
Harbor Investment Advisory, LLC 0.00% Reduce -74.6% 150 $5K
Operose Advisors LLC 0.00% No change 147 $5K
Center for Financial Planning, Inc. 0.00% Reduce -25.5% 146 $5K
AdvisorNet Financial, Inc 0.00% No change 145 $4K
Prestige Wealth Management Group LLC 0.00% No change 140 $4K
Pacific Center for Financial Services 0.00% No change 140 $4K
Sunbelt Securities, Inc. 0.00% Add +0.7% 139 $4K
Register Financial Advisors LLC 0.00% Add +0.8% 121 $4K
Cypress Capital, LLC 0.00% New 120 $4K
Winch Advisory Services, LLC 0.00% No change 119 $4K
JFS Wealth Advisors, LLC 0.00% Add +21.9% 117 $4K
Wetzel Investment Advisors, Inc. 0.00% Reduce -94.3% 90 $4K
Asset Dedication, LLC 0.00% No change 113 $3K
Ruedi Wealth Management, Inc. 0.00% No change 111 $3K
Abound Wealth Management 0.00% No change 110 $3K
Ashton Thomas Private Wealth, LLC 0.00% New 103 $3K
Heritage Wealth Advisors 0.00% New 103 $3K
Stone House Investment Management, LLC 0.00% Add +1.0% 102 $3K
Financial Gravity Asset Management, Inc. 0.00% Add +37.0% 100 $3K
True Wealth Design, LLC 0.00% No change 100 $3K
Tsfg, LLC 0.00% No change 106 $3K
CKW Financial Group 0.00% No change 100 $3K
Clearstead Advisors, LLC 0.00% Add +470.6% 97 $3K
First Horizon Advisors, Inc. 0.00% Reduce -86.1% 94 $3K
Semmax Financial Advisors Inc. 0.00% No change 80 $3K
TD Waterhouse Canada Inc. 0.00% No change 85 $3K
Armstrong Advisory Group, Inc. 0.00% No change 84 $3K
Olistico Wealth, LLC 0.00% New 80 $2K
Barrett & Company, Inc. 0.00% No change 80 $2K
Dagco, Inc. 0.00% No change 80 $2K
Valley Wealth Managers, Inc. 0.00% No change 80 $2K
TD Private Client Wealth LLC 0.00% No change 77 $2K
Christopher J. Hasenberg, Inc 0.00% New 71 $2K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -38.2% 68 $2K
Salomon & Ludwin, LLC 0.00% Reduce -23.0% 67 $2K
Gilliland Jeter Wealth Management LLC 0.00% No change 61 $2K
SYSTM Wealth Solutions LLC 0.00% No change 60 $2K
Sugarloaf Wealth Management, LLC 0.00% No change 57 $2K
Delos Wealth Advisors, LLC 0.00% No change 56 $2K
Flputnam Investment Management Co. 0.00% New 52 $2K
ICA Group Wealth Management, LLC 0.00% No change 50 $2K
Caldwell Trust Co 0.00% New 50 $2K
Aspire Private Capital, LLC 0.00% No change 49 $2K
Princeton Global Asset Management LLC 0.00% New 46 $1K
William B. Walkup & Associates, Inc. 0.00% — 40 $1K
Blume Capital Management, Inc. 0.00% No change 40 $1K
Concourse Financial Group Securities, Inc. 0.00% No change 40 $1K
Financial Network Wealth Advisors LLC 0.00% New 39 $1K
Jones Financial Companies LLLP 0.00% Reduce -90.8% 36 $1K
TD Capital Management LLC 0.00% Reduce -90.5% 34 $1K
CVA Family Office, LLC 0.00% New 33 $1K
Penserra Capital Management LLC 0.00% Reduce -20.0% 24 $1K
Continuum Advisory, LLC 0.00% No change 31 $956
Coppell Advisory Solutions LLC 0.00% — 30 $925
Signature Resources Capital Management, LLC 0.00% No change 28 $864
FSC Wealth Advisors, LLC 0.00% No change 28 $864
Friedenthal Financial 0.00% No change 28 $864
Globeflex Capital L P 0.00% No change 28 $864
McIlrath & Eck, LLC 0.00% No change 20 $617
Zions Bancorporation, N.A. 0.00% Reduce -69.7% 20 $617
Dogwood Wealth Management LLC 0.00% No change 20 $613
Westside Investment Management, Inc. 0.00% No change 19 $586
Rise Advisors, LLC 0.00% New 18 $555
Silicon Valley Capital Partners 0.00% Add +7.7% 14 $429
Raffa Wealth Management, LLC 0.00% No change 13 $401
Highline Wealth Partners LLC 0.00% New 10 $308
Private Wealth Management Group, LLC 0.00% Reduce -47.1% 9 $278
Castleview Partners, LLC 0.00% Add +700.0% 8 $247
Bangor Savings Bank 0.00% No change 3 $93
Rakuten Securities, Inc. 0.00% Reduce -90.9% 3 $93
McClarren Financial Advisors, Inc. 0.00% Reduce -89.6% 92 $27

"% of holder's portfolio" is YUMC's weight in each manager's 13F, not the share of Yum China Holdings Inc. the manager owns.