Yum China HoldingsYUMC

13F holders, Q2 2025 (June 30)
689holders −45
66new positions
104sold out
8famous investors
$45.71avg. 13F price*

At the end of Q2 2025, 689 institutions reported holding Yum China Holdings Inc. (YUMC) in their 13F filings, down 45 from Q1 2025. 66 opened new positions and 104 sold out. The largest holders were JPMorgan Chase & Co. ($1.3B), BlackRock, Inc. ($792.5M) and Principal Financial Group Inc. ($785.6M). 8 famous investors held it, including Francois Rochon (0.1% of Giverny Capital's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions66$232.9M
Exits104$528.5M

All 13F filers, Q1 2025 → Q2 2025: 26,609,089 shares bought and 54,753,360 shares sold, net −28,144,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 689 holders

JPMorgan Chase & Co. 0.09% Add +21.5% 29,150,667 $1.3B
BlackRock, Inc. 0.02% Add +5.0% 17,726,236 $792.5M
Principal Financial Group Inc. 0.42% Add +24.6% 17,565,181 $785.6M
Vanguard Group Inc. 0.01% Add +0.9% 15,386,461 $690.8M
BLS Capital Fondsmaeglerselskab A/S 20.58% Add +10.4% 14,283,156 $638.6M
Primavera Capital Management Ltd 86.48% No change 12,035,635 $538.1M
Royal Bank of Canada 0.09% Add +4.4% 10,551,523 $471.8M
GUARDCAP ASSET MANAGEMENT Ltd 8.24% Reduce -2.9% 9,396,739 $420.1M
Dodge & Cox 0.21% Add +0.0% 8,516,462 $380.8M
Pinebridge Investments, L.P. 2.50% Add +36.8% 896,600 $315.1M
Alliancebernstein L.P. 0.09% Add +13.1% 5,871,382 $262.5M
State Street Corp. 0.01% Reduce -0.6% 5,835,968 $260.9M
FIL Ltd 0.19% Reduce -6.4% 4,901,180 $219.2M
Wellington Management Group LLP 0.04% Add +19.7% 4,788,429 $214.2M
Norges Bank 0.03% Add +7.1% 4,513,463 $201.8M
Loomis Sayles & Co. L P 0.24% Reduce -16.9% 4,312,182 $192.8M
W1M Investment Management Ltd 2.65% Add +7.9% 4,312,378 $192.8M
Massachusetts Financial Services Co. 0.06% Reduce -1.0% 4,143,044 $185.2M
Bank of America Corp. 0.01% Reduce -6.8% 4,085,379 $182.7M
Bank of New York Mellon Corp 0.03% Add +3.6% 3,976,708 $177.8M
Mawer Investment Management Ltd. 0.85% Reduce -6.8% 3,769,865 $168.6M
Temasek Holdings (Private) Ltd 0.65% Add +30.4% 3,721,858 $166.4M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -22.4% 3,442,095 $153.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -4.2% 3,398,008 $151.9M
Invesco Ltd. 0.02% Reduce -6.7% 3,205,928 $143.3M
T. Rowe Price Associates Inc. 0.01% Reduce -71.2% 2,925,599 $130.8M
Morgan Stanley 0.01% Reduce -12.3% 2,700,195 $120.7M
Dimensional Fund Advisors LP 0.02% Add +17.9% 2,322,390 $103.9M
FMR LLC 0.01% Reduce -78.0% 2,279,291 $101.9M
Legal & General Group Plc 0.02% Reduce -6.4% 2,237,724 $100.1M
Geode Capital Management, LLC 0.01% Reduce -0.8% 2,182,529 $96.4M
HSBC Holdings PLC 0.06% Reduce -5.2% 1,998,241 $89.4M
Northern Trust Corp. 0.01% Reduce -5.3% 1,967,733 $88.0M
Goldman Sachs Group Inc. 0.01% Add +12.9% 1,935,706 $86.5M
Manufacturers Life Insurance Company, The 0.07% Reduce -3.3% 1,789,546 $80.1M
Barclays PLC 0.03% Add +30.6% 1,697,622 $75.9M
Alberta Investment Management Corp 0.63% Reduce -18.8% 1,667,900 $74.6M
UBS Group AG 0.02% Reduce -30.4% 1,644,801 $73.5M
Franklin Resources Inc. 0.02% Add +2.9% 1,548,456 $69.4M
Deutsche Bank AG 0.02% Reduce -9.0% 1,417,216 $63.4M
Amundi 0.02% Reduce -8.1% 1,367,027 $63.0M
Vontobel Holding Ltd. 0.20% Reduce -5.4% 1,357,309 $60.7M
Raymond James Financial Inc. 0.02% Reduce -12.7% 1,300,462 $58.1M
Marshall Wace, LLP 0.06% Reduce -37.5% 1,133,560 $50.7M
Carrhae Capital LLP 4.67% New 1,092,990 $48.9M
Millennium Management 0.05% Add +77.5% 1,091,710 $48.8M
Man Group plc 0.11% Add +98.5% 1,090,016 $48.7M
BNP Paribas Financial Markets 0.04% Add +1.3% 1,076,948 $48.2M
Nordea Investment Management AB 0.04% Add +1.6% 1,026,244 $45.7M
DekaBank Deutsche Girozentrale 0.08% Add +355.1% 1,001,107 $45.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.0% 960,488 $43.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -2.9% 923,495 $41.3M
Perseverance Asset Management International 9.93% Reduce -19.9% 882,562 $39.5M
Swiss National Bank 0.02% Reduce -1.5% 849,933 $38.0M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -3.1% 840,889 $37.6M
Todd Asset Management LLC 0.77% Add +84.6% 795,027 $35.5M
American Century Companies Inc. 0.02% Add +12.6% 776,932 $34.7M
Citadel Advisors 0.03% Add +393.6% 738,167 $33.0M
W1M Asset Management Ltd 2.49% Add +20.9% 734,555 $32.8M
Nuveen, LLC 0.01% Reduce -6.1% 721,671 $32.3M
Pictet Asset Management Holding SA 0.03% Add +16.3% 676,982 $30.3M
William Blair Investment Management, LLC 0.07% Reduce -89.5% 569,715 $25.5M
Avanda Investment Management Pte. Ltd. 14.03% Reduce -5.6% 553,500 $24.8M
Renaissance Technologies 0.03% New 536,500 $24.0M
Mackenzie Financial Corp. 0.03% Add +27.7% 522,686 $23.4M
RV Capital AG 4.07% No change 492,265 $22.0M
Teachers Retirement System of the State of Kentucky 0.18% Add +80.6% 487,700 $21.8M
Public Sector Pension Investment Board 0.09% Add +237.7% 484,893 $21.7M
Storebrand Asset Management As 0.06% Add +4.8% 477,533 $21.4M
Pictet North America Advisors SA 2.12% Reduce -10.4% 474,848 $21.1M
Aviva PLC 0.04% Reduce -11.3% 470,550 $21.0M
Twinbeech Capital LP 0.47% New 465,543 $20.8M
Ninety One UK Ltd 0.05% New 451,533 $20.2M
Jane Street Group, LLC 0.03% Add +11.0% 449,452 $20.1M
Heritage Investors Management Corp. 0.59% Reduce -0.4% 420,554 $18.8M
Magellan Asset Management Ltd 0.21% New 413,378 $18.5M
Holowesko Partners Ltd. 6.58% No change 394,500 $17.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.3% 387,423 $17.3M
Royal London Asset Management Ltd. 0.04% No change 372,821 $16.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% No change 363,704 $16.3M
AQR Capital Management 0.01% Reduce -8.2% 354,918 $15.8M
Korea Investment CORP 0.03% Add +9.6% 347,019 $15.5M
GF Fund Management Co. LTD. 0.30% Reduce -19.6% 330,300 $14.8M
Qube Research & Technologies Ltd 0.02% New 327,875 $14.7M
Matthews International Capital Management LLC 3.35% Reduce -31.2% 323,966 $14.5M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 314,517 $14.1M
Assetmark, Inc. 0.03% Add +58.6% 309,901 $13.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +103.1% 301,450 $13.5M
Robeco Institutional Asset Management B.V. 0.02% Reduce -44.0% 298,021 $13.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +27.8% 297,717 $13.3M
Russell Investments Group, Ltd. 0.02% Reduce -2.8% 292,794 $13.1M
State of New Jersey Common Pension Fund D 0.05% No change 283,324 $12.7M
Lazard Asset Management LLC 0.02% Reduce -32.5% 280,762 $12.6M
Van Lanschot Kempen Investment Management N.V. 0.11% No change 263,662 $11.8M
Barings LLC 0.28% Reduce -41.8% 260,846 $11.7M
Citigroup Inc. 0.01% Reduce -73.9% 249,158 $11.1M
Rhumbline Advisers 0.01% Add +373.4% 241,068 $10.8M
BLI - Banque de Luxembourg Investments 0.30% Reduce -37.2% 236,000 $10.6M
Schroder Investment Management Group 0.01% Add +193.2% 232,884 $10.4M
Coatue Management 0.03% New 231,346 $10.3M
Value Partners Investments Inc. 0.79% Add +0.3% 226,659 $10.1M
Headwater Capital Co Ltd 3.44% New 219,550 $9.8M
Bank of Montreal 0.00% Add +1.8% 217,752 $9.7M
Motley Fool Asset Management LLC 0.45% Reduce -1.8% 216,427 $9.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +8.5% 215,091 $9.6M
Prudential PLC 0.06% Reduce -38.8% 214,082 $9.6M
Natixis Advisors, LLC 0.01% Reduce -24.8% 208,638 $9.3M
Comgest Global Investors S.A.S. 0.16% Reduce -3.2% 203,456 $9.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +2.2% 202,019 $9.0M
Squarepoint Ops LLC 0.02% Add +378.9% 189,304 $8.5M
Oliver Luxxe Assets LLC 1.45% Add +5.0% 182,068 $8.1M
Public Employees Retirement System of Ohio 0.03% Reduce -64.6% 175,673 $7.9M
LMR Partners LLP 0.18% Reduce -71.8% 173,650 $7.8M
Wesleyan Assurance Society 0.49% No change 168,530 $7.5M
Canada Pension Plan Investment Board 0.01% Add +52.5% 168,400 $7.5M
Neuberger Berman Group LLC 0.01% Reduce -42.1% 164,879 $7.4M
Guardian Capital LP 0.26% Reduce -0.4% 164,600 $7.4M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +15.5% 158,437 $7.1M
HRT Financial LP 0.03% New 158,244 $7.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -98.7% 154,339 $6.9M
Wells Fargo & Company 0.00% Reduce -9.4% 153,710 $6.9M
E Fund Management (Hong Kong) Co., Ltd. 6.55% Reduce -0.9% 152,454 $6.8M
E Fund Management Co., Ltd. 0.32% Reduce -0.9% 152,454 $6.8M
Verition Fund Management LLC 0.04% Add +1365.3% 151,668 $6.8M
Engineers Gate Manager LP 0.08% Add +427.3% 151,593 $6.8M
Van Eck Associates Corp. 0.01% Add +15.6% 148,892 $6.7M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -54.8% 146,808 $6.6M
Handelsbanken Fonder AB 0.02% Reduce -5.2% 145,000 $6.5M
Swedbank AB 0.01% Reduce -35.5% 143,072 $6.4M
XY Capital Ltd 4.35% New 141,098 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -67.6% 137,907 $6.2M
M&G PLC 0.04% Add +0.3% 136,551 $6.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -8.5% 132,550 $5.9M
Motley Fool Wealth Management, LLC 0.35% Reduce -14.6% 131,317 $5.9M
JARISLOWSKY, FRASER Ltd 0.03% Reduce -0.1% 126,314 $5.6M
B. Metzler seel. Sohn & Co. AG 0.05% Add +1.2% 123,886 $5.5M
KLP Kapitalforvaltning As 0.02% Reduce -1.5% 120,500 $5.4M
Resona Asset Management Co.,Ltd. 0.03% Add +20.5% 118,821 $5.3M
Artemis Investment Management LLP 0.07% New 116,887 $5.2M
Aperture Investors, LLC 0.70% No change 116,347 $5.2M
Aberdeen Group plc 0.01% Add +12.6% 116,828 $5.2M
O'shaughnessy Asset Management, LLC 0.03% Add +29.7% 114,574 $5.1M
Erste Asset Management GmbH 0.04% Reduce -11.2% 112,856 $5.0M
LPL Financial LLC 0.00% Reduce -9.4% 111,229 $5.0M
SG Americas Securities, LLC 0.02% Add +27.2% 108,786 $4.9M
PNC Financial Services Group, Inc. 0.00% Reduce -8.6% 107,314 $4.8M
Ativo Capital Management LLC 4.12% Reduce -17.4% 103,020 $4.6M
Trexquant Investment LP 0.05% New 99,214 $4.4M
National Pension Service 0.00% No change 97,630 $4.4M
Allianz Asset Management GmbH 0.01% Add +11.5% 96,124 $4.3M
Jump Financial, LLC 0.05% New 95,331 $4.3M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -5.3% 94,405 $4.2M
Rockefeller Capital Management L.P. 0.01% Reduce -54.9% 93,689 $4.2M
Cohen Klingenstein LLC 0.14% No change 91,399 $4.1M
Nan Shan Life Insurance Co., Ltd. 0.09% Reduce -0.1% 85,400 $3.8M
Federation des caisses Desjardins du Quebec 0.02% Add +117.0% 84,551 $3.8M
Y-Intercept (Hong Kong) Ltd 0.09% New 83,857 $3.7M
Flossbach Von Storch SE 0.02% Add +3.1% 82,500 $3.7M
Captrust Financial Advisors 0.01% Reduce -0.4% 82,134 $3.7M
Polymer Capital Management (HK) LTD 0.57% New 82,044 $3.7M
Two Sigma Investments, LP 0.01% Reduce -52.1% 81,848 $3.7M
Sei Investments Co. 0.00% Reduce -65.0% 77,465 $3.5M
Macquarie Group Ltd. 0.00% Reduce -51.4% 77,465 $3.5M
CIBC Private Wealth Group LLC 0.01% Reduce -0.6% 76,689 $3.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +1.1% 76,185 $3.4M
Creative Planning 0.00% Reduce -0.7% 75,168 $3.4M
Susquehanna Advisors Group, Inc. 0.22% No change 73,300 $3.3M
Prudential Financial Inc. 0.00% Reduce -1.8% 72,827 $3.3M
Caisse de depot et placement du Quebec 0.01% Reduce -64.8% 71,118 $3.2M
Quantinno Capital Management LP 0.01% Add +28.3% 69,144 $3.1M
Truist Financial Corp. 0.00% Reduce -4.7% 69,050 $3.1M
Campbell & CO Investment Adviser LLC 0.19% New 67,332 $3.0M
JB Capital LLC 0.15% Reduce -0.9% 67,190 $3.0M
Qsemble Capital Management, LP 0.29% New 67,003 $3.0M
MML Investors Services, LLC 0.01% Add +0.3% 65,899 $2.9M
Fayez Sarofim & Co 0.01% Add +1.1% 64,586 $2.9M
APG Asset Management N.V. 0.01% Add +13.1% 75,759 $2.9M
Earnest Partners LLC 0.01% Add +2.7% 63,834 $2.9M
HighTower Advisors, LLC 0.00% Reduce -62.3% 62,354 $2.8M
Cibc World Market Inc. 0.01% Reduce -1.5% 61,947 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -16.3% 60,815 $2.7M
Nisa Investment Advisors, LLC 0.01% Reduce -1.3% 60,300 $2.7M
Cerity Partners LLC 0.00% Reduce -7.6% 59,656 $2.7M
Asset Management One Co., Ltd. 0.01% Reduce -2.6% 59,340 $2.7M
Caption Management, LLC 0.24% Reduce -11.4% 58,300 $2.6M
Hanson & Doremus Investment Management 0.35% Reduce -3.8% 57,869 $2.6M
Osaic Holdings, Inc. 0.00% Add +34.2% 55,204 $2.6M
Woodline Partners LP 0.01% Reduce -43.9% 57,505 $2.6M
Danske Bank A/S 0.01% Reduce -16.7% 57,477 $2.6M
Canada Post Corp Registered Pension Plan 0.14% New 54,978 $2.5M
SteelPeak Wealth, LLC 0.10% New 54,462 $2.4M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -85.4% 52,236 $2.3M
Nomura Asset Management Co. Ltd. 0.01% Add +9.8% 50,400 $2.3M
Naples Global Advisors, LLC 0.19% Add +10.0% 50,227 $2.2M
Rathbones Group PLC 0.01% Reduce -7.2% 49,837 $2.2M
Okabena Investment Services Inc. 0.49% Reduce -1.2% 49,421 $2.2M
XTX Topco Ltd 0.09% Add +1033.9% 49,281 $2.2M
Wbi Investments, LLC 0.56% Add +671.7% 48,416 $2.2M
Legacy Wealth Asset Management, LLC 0.54% Reduce -14.1% 47,636 $2.1M
Banque Pictet & Cie SA 0.02% Add +17.7% 47,500 $2.1M
M&T Bank Corp 0.01% Add +0.7% 46,429 $2.1M
New York State Common Retirement Fund 0.00% No change 45,800 $2.0M
TD Asset Management Inc 0.00% Reduce -1.8% 45,699 $2.0M
Stifel Financial Corp. 0.00% Add +25.1% 45,676 $2.0M
Summit Trail Advisors, LLC 0.04% Add +0.1% 45,601 $2.0M
Commerce Bank 0.01% Reduce -3.7% 45,516 $2.0M
Pathstone Holdings, LLC 0.01% Add +1.7% 44,538 $2.0M
Quadrature Capital Ltd 0.03% Add +782.5% 44,426 $2.0M
Two Sigma Advisers, LP 0.00% New 42,450 $1.9M
Manning & Napier Advisors LLC 0.02% New 42,105 $1.9M
Gallacher Capital Management LLC 0.87% No change 42,020 $1.9M
Swiss Life Asset Management Ltd 0.01% Add +79.0% 40,421 $1.8M
California State Teachers Retirement System 0.00% Reduce -54.7% 40,285 $1.8M
Altman Advisors, Inc. 0.73% Add +2.4% 38,887 $1.8M
Stratos Wealth Advisors, LLC 0.09% Reduce -1.6% 39,709 $1.8M
New York Life Investment Management LLC 0.02% Reduce -3.4% 38,889 $1.7M
Sciencast Management LP 0.36% New 38,561 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -3.2% 38,180 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% No change 38,025 $1.7M
Toronto Dominion Bank 0.00% Reduce -1.1% 37,696 $1.7M
Harvest Fund Management Co., Ltd 0.08% Add +21.0% 37,608 $1.7M
D. E. Shaw & Co. 0.00% Add +213.6% 36,838 $1.6M
Corient Private Wealth LP 0.00% Reduce -5.7% 36,225 $1.6M
Giverny Capital 0.06% No change 36,036 $1.6M
Timber Creek Capital Management LLC 0.40% Reduce -1.1% 35,943 $1.6M
LGT Group Foundation 0.02% Reduce -0.3% 34,432 $1.5M
Henry James International Management Inc. 0.50% Add +0.0% 34,210 $1.5M
Bayesian Capital Management, LP 0.23% Add +94.8% 32,270 $1.4M
Voya Investment Management LLC 0.00% Reduce -14.1% 32,165 $1.4M
US Bancorp \de 0.00% Add +21.7% 32,088 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.4% 31,586 $1.4M
DNB Asset Management AS 0.01% Add +10.7% 30,577 $1.4M
Group One Trading LLC 0.04% Add +24.0% 30,519 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -13.2% 30,500 $1.4M
Mariner, LLC 0.00% Add +11.8% 30,443 $1.4M
Aigen Investment Management, LP 0.18% New 30,195 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.6% 29,322 $1.3M
Freemont Capital Pte Ltd 0.03% No change 30,000 $1.3M
Acadian Asset Management LLC 0.00% Reduce -73.7% 28,637 $1.3M
Ashoka WhiteOak Capital Pte Ltd 0.43% Reduce -13.3% 28,150 $1.3M
Cloverfields Capital Group, LP 0.37% Add +6.6% 28,183 $1.3M
Camelot Portfolios, LLC 0.75% Reduce -3.9% 28,064 $1.3M
Schonfeld Strategic Advisors LLC 0.01% New 28,026 $1.3M
AlphaQuest LLC 0.12% Add +720.1% 27,563 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 27,500 $1.2M
J. Safra Sarasin Holding AG 0.02% No change 27,231 $1.2M
Leonteq Securities AG 0.07% Reduce -52.9% 3,477 $1.2M
Balyasny Asset Management L.P. 0.00% New 26,450 $1.2M
Raiffeisen Bank International AG 0.02% Add +9.0% 25,500 $1.1M
Principal Securities, Inc. 0.02% Add +1.8% 25,318 $1.1M
Walleye Trading LLC 0.03% New 24,902 $1.1M
ICICI Prudential Asset Management Co Ltd 0.14% No change 24,868 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -2.5% 24,575 $1.1M
CW Advisors, LLC 0.01% Reduce -3.9% 24,523 $1.1M
Bank Pictet & Cie (Europe) AG 0.02% Add +27.8% 24,400 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -12.8% 24,269 $1.1M
Atria Investments, Inc 0.01% Reduce -3.9% 23,458 $1.0M
Fifth Third Bancorp 0.00% Add +49.0% 23,125 $1.0M
AXA S.A. 0.00% Reduce -49.5% 22,743 $1.0M
Focus Partners Wealth 0.00% Add +5.2% 22,386 $1.0M
Grandeur Peak Global Advisors, LLC 0.12% New 22,000 $985K
D.A. Davidson & Co. 0.01% No change 21,987 $983K
Cetera Investment Advisers 0.00% Reduce -8.9% 21,975 $982K
Palouse Capital Management, Inc. 0.66% Reduce -2.3% 21,890 $979K
American Capital Advisory, LLC 0.48% Reduce -0.6% 21,485 $961K
Van Berkom & Associates Inc. 0.03% Add +6.7% 21,450 $960K
Enterprise Financial Services Corp 0.51% Add +0.2% 21,344 $954K
Blair William & Co. 0.00% Reduce -16.1% 21,327 $954K
Banco Santander, S.A. 0.01% Reduce -20.9% 21,000 $939K
Simplex Trading, LLC 0.03% New 20,751 $927K
Jones Financial Companies LLLP 0.00% Add +22.8% 20,706 $925K
NINE MASTS CAPITAL Ltd 0.37% New 20,038 $897K
Cohen Capital Management, Inc. 0.15% No change 19,950 $892K
Mercer Global Advisors Inc. 0.00% Add +81.8% 19,561 $875K
Sequoia Financial Advisors, LLC 0.01% Add +35.0% 19,324 $864K
Mindset Wealth Management, LLC 0.28% No change 19,300 $863K
Harbor Advisors LLC 0.14% No change 19,000 $849K
Janney Montgomery Scott LLC 0.00% Add +25.8% 18,921 $846K
Orion Porfolio Solutions, LLC 0.01% Reduce -45.5% 18,778 $840K
Capital Advisors Inc. 0.01% No change 18,628 $833K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -8.6% 18,000 $805K
Shell Asset Management Co. 0.03% Add +4.8% 17,909 $801K
Osborne Partners Capital Management, LLC 0.04% Reduce -3.1% 17,900 $800K
IFM Investors Pty Ltd 0.01% No change 17,333 $775K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 17,276 $772K
Abn Amro Investment Solutions 0.02% Add +57.8% 17,200 $769K
Cassaday & Co Wealth Management LLC 0.02% No change 17,106 $765K
Highland Capital Management, LLC 0.04% Reduce -2.6% 17,100 $765K
Comerica Bank 0.00% Reduce -7.5% 16,930 $757K
Everett Harris & Co. 0.01% Reduce -26.6% 16,817 $752K
Silvercrest Asset Management Group LLC 0.01% No change 16,632 $744K
Beacon Pointe Advisors, LLC 0.01% Add +1.3% 16,530 $739K
MAI Capital Management 0.01% Reduce -0.1% 16,017 $716K
Riverpoint Wealth Management Holdings, LLC 0.17% Add +31.7% 15,925 $712K
Fisher Asset Management 0.00% Reduce -34.9% 15,687 $701K
Baird Financial Group, Inc. 0.00% Add +0.8% 15,626 $699K
BNP Paribas 0.02% Add +1.6% 15,500 $694K
Private Advisor Group, LLC 0.00% Reduce -2.2% 15,359 $687K
Triglav Investments, D.O.O. 0.05% No change 15,000 $671K
State of Wyoming 0.08% Add +81.0% 14,775 $661K
Illinois Municipal Retirement Fund 0.01% Reduce -51.3% 14,468 $647K
DJE Kapital AG 0.02% No change 14,200 $632K
Ethic Inc. 0.01% Reduce -28.2% 14,041 $627K
AustralianSuper Pty Ltd 0.00% New 14,017 $627K
AMF Tjanstepension AB 0.00% No change 13,810 $617K
Susquehanna International Group, LLP 0.00% Reduce -96.0% 13,800 $617K
Dymon Asia Capital (singapore) Pte. LTD. 0.43% New 13,700 $613K
Shufro Rose & Co. LLC 0.05% No change 11,468 $597K
Banque Cantonale Vaudoise 0.02% Reduce -87.8% 13,295 $594K
Fox Run Management, L.L.C. 0.10% New 13,195 $590K
Savant Capital, LLC 0.00% Add +47.2% 13,164 $589K
Advisors Asset Management, Inc. 0.01% Add +4.4% 13,089 $585K
Intech Investment Management LLC 0.01% Add +49.2% 13,059 $584K
Connors Investor Services Inc. 0.05% No change 13,000 $581K
KBC Group NV 0.00% Reduce -89.6% 13,000 $581K
Salem Investment Counselors Inc. 0.02% Reduce -5.5% 12,801 $572K
Qtron Investments LLC 0.07% Add +15.3% 12,776 $571K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 12,305 $550K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.5% 12,157 $544K
Assenagon Asset Management S.A. 0.00% Add +2.6% 12,145 $543K
First Citizens Bank & Trust Co. 0.01% Reduce -15.7% 11,859 $530K
Johnson Investment Counsel Inc. 0.00% Add +8.3% 11,796 $527K
Cobblestone Capital Advisors LLC 0.03% No change 11,713 $524K
Scotia Capital Inc. 0.00% Add +11.3% 11,485 $513K
Bayforest Capital Ltd 0.22% New 11,185 $500K
Sepio Capital, LP 0.04% Reduce -11.2% 11,053 $494K
Jain Global LLC 0.01% New 11,002 $492K
Maridea Wealth Management LLC 0.13% New 10,756 $481K
King Luther Capital Management Corp. 0.00% No change 10,755 $481K
YHB Investment Advisors, Inc. 0.04% Reduce -2.3% 10,748 $481K
Synovus Financial Corp. 0.01% Reduce -12.0% 10,645 $476K
Cambria Investment Management, L.P. 0.03% Reduce -27.1% 10,583 $473K
Compound Planning, Inc. 0.02% Reduce -16.4% 10,500 $469K
Ridgewood Investments LLC 0.20% Reduce -18.9% 10,443 $467K
Kestra Advisory Services, LLC 0.00% Add +11.8% 10,362 $463K
Fidelis Capital Partners, LLC 0.04% Add +0.0% 10,337 $463K
Burgundy Asset Management Ltd. 0.00% Reduce -64.6% 10,320 $461K
Readystate Asset Management LP 0.03% New 10,265 $459K
Allworth Financial LP 0.00% Add +27.4% 10,225 $457K
Pavion Blue Capital, LLC 0.20% Reduce -70.2% 10,220 $457K
Oppenheimer & Co. Inc. 0.01% Reduce -2.3% 10,173 $455K
1ST Source Bank 0.02% No change 10,080 $451K
Stephens Inc. 0.01% Reduce -40.2% 10,061 $450K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +16.1% 9,902 $443K
Significant Wealth Partners LLC 0.22% Add +1.8% 9,891 $442K
Huntington National Bank 0.00% Add +3.8% 9,880 $442K
Glenmede Investment Management, LP 0.00% — 9,844 $440K
Wolverine Trading, LLC 0.01% Reduce -56.2% 9,790 $437K
Brown Advisory Inc. 0.00% Reduce -9.4% 9,778 $437K
Rehmann Capital Advisory Group 0.03% Add +0.6% 9,767 $437K
Auxier Asset Management LLC 0.06% No change 9,743 $436K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -94.5% 9,600 $430K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 9,628 $428K
Choate Investment Advisors 0.01% Reduce -0.5% 9,405 $420K
Panagora Asset Management Inc. 0.00% Add +7.8% 9,367 $419K
OneDigital Investment Advisors LLC 0.00% Reduce -29.5% 8,962 $401K
Stock Yards Bank & Trust Co. 0.01% Add +3.6% 8,937 $400K
Gsa Capital Partners LLP 0.03% New 8,907 $398K
New Capital Management LP 0.11% No change 8,853 $396K
Cwm, LLC 0.00% Add +1.0% 8,722 $390K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.3% 8,616 $385K
CIBC Asset Management Inc 0.00% No change 8,431 $377K
Midwest Trust Co 0.01% — 8,151 $364K
Lido Advisors, LLC 0.00% Add +5.7% 8,124 $363K
Charter Oak Capital Management, LLC 0.03% Reduce -1.8% 8,062 $360K
Williams Jones Wealth Management, LLC. 0.00% No change 8,037 $359K
CreativeOne Wealth, LLC 0.01% Add +1.6% 8,026 $359K
Moody National Bank Trust Division 0.03% No change 8,000 $358K
Essex Financial Services, Inc. 0.02% Add +0.2% 7,981 $357K
Winthrop Capital Management, LLC 0.09% No change 7,926 $354K
Sterling Capital Management LLC 0.01% Reduce -9.6% 7,796 $349K
Ervin Investment Management, LLC 0.21% No change 7,535 $337K
PFG Investments, LLC 0.02% Reduce -3.9% 7,515 $336K
First National Bank & Trust Co. of Newtown 0.07% No change 7,506 $336K
Claro Advisors Inc. 0.06% Add +0.5% 7,474 $334K
Vise Technologies, Inc. 0.01% — 7,472 $334K
Natixis 0.00% New 7,404 $331K
Merit Financial Group, LLC 0.00% Add +5.0% 7,359 $329K
Candriam S.C.A. 0.00% No change 7,300 $327K
Guggenheim Capital LLC 0.00% Reduce -6.0% 7,293 $326K
Shakespeare Wealth Management, LLC 0.09% No change 7,264 $325K
Wedbush Securities Inc. 0.01% New 7,229 $323K
Mill Capital Management, LLC 0.03% Reduce -4.4% 7,192 $322K
Vident Advisory, LLC 0.00% Reduce -29.1% 7,134 $319K
Perigon Wealth Management, LLC 0.01% Reduce -2.8% 7,115 $318K
FourThought Financial Partners, LLC 0.03% No change 6,980 $312K
Daiwa Securities Group Inc. 0.00% Reduce -25.6% 6,969 $312K
Biltmore Family Office, LLC 0.05% No change 6,895 $308K
Plante Moran Financial Advisors, LLC 0.02% Add +517.2% 6,795 $304K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% No change 6,750 $302K
Jefferies Financial Group Inc. 0.01% Reduce -33.1% 6,699 $300K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 6,654 $298K
Cross Staff Investments Inc 0.22% No change 6,560 $293K
Capital Investment Advisors, LLC 0.01% Add +4.5% 6,528 $292K
Tranquilli Financial Advisor LLC 0.18% Add +35.9% 6,490 $290K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.1% 6,461 $289K
Stratos Wealth Partners, LTD. 0.00% Add +2.7% 6,455 $289K
Mgo One Seven LLC 0.01% Reduce -0.8% 6,453 $289K
NewEdge Advisors, LLC 0.00% Add +2.5% 6,398 $286K
Waverly Advisors, LLC 0.00% Reduce -1.4% 6,310 $282K
Full Sail Capital, LLC 0.02% No change 6,260 $280K
Prospera Financial Services Inc 0.01% Add +3.4% 6,244 $280K
Chicago Capital, LLC 0.01% No change 6,211 $278K
Ascent Group, LLC 0.01% Add +26.6% 6,200 $277K
Valeo Financial Advisors, LLC 0.01% Add +41.8% 6,167 $276K
State of Wisconsin Investment Board 0.00% Add +1.9% 6,154 $275K
Bank of Nova Scotia Trust Co. 0.03% Reduce -1.4% 6,087 $272K
Sagespring Wealth Partners, LLC 0.01% Add +0.1% 6,071 $271K
SOL Capital Management CO 0.03% No change 6,010 $269K
Coastal Bridge Advisors, LLC 0.02% Add +0.4% 5,983 $267K
Cresset Asset Management, LLC 0.00% Reduce -8.3% 5,945 $266K
Fiduciary Trust Co 0.00% Reduce -0.5% 5,900 $264K
Cigna Investments Inc. 0.04% Reduce -16.7% 5,861 $262K
Confluence Wealth Services, Inc. 0.01% Add +0.2% 5,750 $257K
Kingsview Wealth Management, LLC 0.00% Reduce -9.1% 5,721 $256K
Keystone Financial Services 0.09% Add +1.9% 5,685 $254K
Nissay Asset Management Corp. /Japan 0.00% Add +10.9% 5,684 $254K
KMG Fiduciary Partners, LLC 0.02% No change 5,680 $254K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -22.6% 5,640 $252K
Nilsine Partners, LLC 0.03% Reduce -11.3% 5,617 $251K
Tritonpoint Wealth, LLC 0.02% Add +6.0% 5,611 $251K
Ar Asset Management Inc. 0.06% No change 5,600 $250K
Old National Bancorp 0.00% New 5,575 $249K
Tiaa Trust, National Association 0.00% Reduce -15.8% 5,540 $248K
Coldstream Capital Management Inc. 0.00% Add +5.4% 5,518 $247K
North Star Investment Management Corp. 0.02% Reduce -42.8% 5,488 $245K
Parthenon LLC 0.03% No change 5,404 $242K
Oppenheimer Asset Management Inc. 0.00% Reduce -0.1% 5,395 $241K
Everstar Asset Management, LLC 0.15% Add +5.3% 5,388 $241K
Larson Financial Group LLC 0.01% Add +167.4% 5,279 $236K
Appleton Partners Inc. 0.02% No change 5,280 $236K
First Manhattan Co. Llc. 0.00% No change 5,261 $235K
Ironwood Financial, llc 0.05% No change 4,474 $233K
Concurrent Investment Advisors, LLC 0.00% Add +4.7% 5,106 $228K
Avantax Advisory Services, Inc. 0.00% Reduce -9.4% 5,042 $225K
Busey Bank 0.01% Reduce -0.8% 5,039 $225K
WBH Advisory Inc. 0.02% Reduce -6.1% 4,940 $221K
Kathmere Capital Management, LLC 0.02% Reduce -0.5% 4,862 $217K
Bragg Financial Advisors, Inc 0.01% No change 4,830 $216K
Moors & Cabot, Inc. 0.01% Reduce -0.9% 4,788 $214K
CENTRAL TRUST Co 0.00% Reduce -2.2% 4,754 $213K
Glenview Trust Co 0.00% Reduce -2.6% 4,727 $211K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -15.9% 4,669 $209K
Integrated Wealth Concepts LLC 0.00% Reduce -8.6% 4,620 $207K
MQS Management LLC 0.11% New 4,600 $206K
Harrell Investment Partners, LLC 0.05% New 4,589 $205K
Ashton Thomas Securities, LLC 0.05% Reduce -12.7% 4,587 $205K
Regions Financial Corp. 0.00% Reduce -0.6% 4,518 $202K
Brighton Jones LLC 0.01% Add +2.6% 4,515 $202K
Modera Wealth Management, LLC 0.00% Add +4.1% 4,489 $201K
Westpac Banking Corp. 0.01% Add +54.5% 4,444 $199K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.3% 4,334 $194K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.2% 4,228 $189K
Ceeto Capital Group, LLC 0.06% No change 4,000 $179K
Capula Management Ltd 0.00% New 3,924 $175K
Farther Finance Advisors, LLC 0.00% Add +17.2% 3,884 $174K
Trust Co. of Toledo NA 0.02% New 3,692 $165K
Sachetta, LLC 0.06% No change 3,357 $150K
Blue Trust, Inc. 0.00% Reduce -63.8% 3,075 $137K
American National Bank & Trust 0.01% No change 3,000 $134K
iA Global Asset Management Inc. 0.00% New 2,950 $132K
Independence Bank of Kentucky 0.02% No change 2,949 $132K
Flagship Wealth Advisors, LLC 0.05% No change 2,860 $128K
Bessemer Group Inc. 0.00% Reduce -1.4% 2,830 $126K
Smithfield Trust Co 0.01% No change 2,600 $116K
Picton Mahoney Asset Management 0.00% New 2,580 $115K
St Germain D J Co. Inc. 0.00% Add +12.3% 2,555 $114K
BOCHK Asset Management Ltd 0.03% Reduce -37.5% 2,500 $112K
Farmers & Merchants Investments Inc. 0.00% Reduce -36.0% 2,400 $107K
Montag A & Associates Inc. 0.01% Reduce -0.2% 2,346 $105K
UMB Bank, n.a. 0.00% No change 2,333 $104K
Eastern Bank 0.00% No change 2,297 $103K
AlphaCore Capital LLC 0.00% New 2,148 $96K
Hilltop National Bank 0.03% — 2,142 $96K
Bokf, NA 0.00% No change 2,118 $95K
STRS Ohio 0.00% Add +10.5% 2,105 $94K
Grove Bank & Trust 0.01% Reduce -1.1% 2,062 $92K
Bogart Wealth, LLC 0.00% Add +3.0% 2,060 $92K
Brown, Lisle/Cummings, Inc. 0.02% No change 2,050 $92K
BOK Financial Private Wealth, Inc. 0.01% No change 2,012 $90K
GAMMA Investing LLC 0.01% Reduce -0.8% 1,884 $84K
Center for Financial Planning, Inc. 0.01% No change 1,827 $82K
Rossby Financial, LCC 0.03% Add +7.8% 1,726 $77K
Cape Investment Advisory, Inc. 0.03% Add +5.1% 1,718 $77K
IFP Advisors, Inc 0.00% Add +30.3% 1,576 $70K
Monetary Management Group Inc. 0.02% No change 1,570 $70K
Parkside Financial Bank & Trust 0.01% Add +192.1% 1,560 $70K
Brown Brothers Harriman & Co. 0.00% Add +18.5% 1,540 $69K
Whittier Trust Co. 0.00% No change 1,531 $68K
EverSource Wealth Advisors, LLC 0.00% Add +60.9% 1,522 $68K
Wealth Preservation Advisors, LLC 0.04% No change 1,500 $67K
Tortoise Investment Management, LLC 0.01% Add +0.1% 1,463 $65K
AdvisorShares Investments LLC 0.01% Reduce -50.7% 1,461 $65K
Signaturefd, LLC 0.00% Reduce -1.6% 1,453 $65K
Geneos Wealth Management Inc. 0.00% Add +29.5% 1,452 $65K
Webster Bank, N. A. 0.01% Reduce -12.1% 1,450 $65K
Summit Securities Group LLC 0.02% New 1,431 $64K
Cranbrook Wealth Management, LLC 0.01% Add +0.2% 1,349 $60K
Colonial Trust Co / SC 0.01% Add +0.9% 1,342 $60K
Scarborough Advisors, LLC 0.01% New 1,333 $60K
SOA Wealth Advisors, LLC. 0.01% Add +0.4% 1,317 $59K
Caldwell Trust Co 0.01% No change 1,250 $56K
Compagnie Lombard Odier SCmA 0.00% No change 1,220 $55K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.6% 1,186 $53K
Banque de Luxembourg S.A. 0.03% No change 1,000 $52K
Harbour Investments, Inc. 0.00% Add +0.4% 1,144 $51K
Costello Asset Management, INC 0.02% No change 1,127 $50K
Spire Wealth Management 0.00% Reduce -38.1% 1,080 $48K
Hantz Financial Services, Inc. 0.00% Add +76.3% 1,070 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Add +26.8% 1,052 $47K
Parallel Advisors, LLC 0.00% Reduce -7.5% 1,041 $47K
Concord Wealth Partners 0.01% Reduce -28.7% 1,000 $45K
Atlantic Union Bankshares Corp 0.00% New 1,000 $45K
CoreCap Advisors, LLC 0.00% Reduce -1.8% 987 $44K
Addison Advisors LLC 0.01% No change 929 $42K
Global Retirement Partners, LLC 0.00% — 902 $40K
Citizens National Bank Trust Department 0.01% No change 880 $39K
Evermay Wealth Management LLC 0.00% No change 880 $39K
LRI Investments, LLC 0.00% No change 877 $39K
Capital Advisors, Ltd. LLC 0.00% Add +0.5% 863 $39K
Tower Research Capital LLC (TRC) 0.00% Add +5533.3% 845 $38K
Glen Eagle Advisors, LLC 0.01% No change 836 $37K
Sound Income Strategies, LLC 0.00% Reduce -12.1% 829 $37K
Anchor Investment Management, LLC 0.00% No change 810 $36K
Graney & King, LLC 0.02% No change 806 $36K
Marshall & Sullivan Inc. 0.02% New 800 $36K
Cheviot Value Management, LLC 0.00% No change 798 $36K
Physician Wealth Advisors, Inc. 0.01% Add +2.4% 736 $33K
CX Institutional 0.00% No change 720 $32K
S.A. Mason LLC 0.02% No change 700 $31K
Boit C F David 0.01% No change 320 $31K
Red Tortoise LLC 0.01% No change 682 $30K
Bell Investment Advisors, Inc 0.01% Add +95.6% 665 $30K
JNBA Financial Advisors 0.00% No change 621 $28K
CI Investments Inc. 0.00% Reduce -99.8% 611 $27K
Kentucky Trust Co 0.02% No change 600 $27K
SouthState Bank Corp 0.00% Reduce -8.9% 594 $27K
Sittner & Nelson, LLC 0.01% No change 581 $26K
Delta Asset Management LLC 0.00% No change 575 $26K
Field & Main Bank 0.01% No change 560 $25K
Hughes Financial Services, LLC 0.00% No change 557 $25K
Smartleaf Asset Management LLC 0.00% Reduce -5.3% 557 $25K
Ameritas Advisory Services, LLC 0.00% New 540 $24K
Main Street Group, LTD 0.01% Reduce -0.2% 524 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 509 $23K
GHP Investment Advisors, Inc. 0.00% No change 509 $23K
TOWER TRUST & INVESTMENT Co 0.02% No change 504 $23K
Hartford Financial Management Inc. 0.01% No change 500 $22K
Stephens Consulting, LLC 0.01% No change 500 $22K
Private Trust Co. NA 0.00% Reduce -80.3% 471 $21K
ORG Partners LLC 0.00% No change 453 $21K
Albion Financial Group 0.00% No change 447 $20K
NBT Bank, N.A. 0.00% No change 443 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +0.5% 427 $19K
Wood Tarver Financial Group, LLC 0.01% No change 432 $19K
Versant Capital Management, Inc 0.00% No change 424 $19K
Hollencrest Capital Management 0.00% Reduce -54.8% 412 $18K
GeoWealth Management, LLC 0.00% New 406 $18K
MTM Investment Management, LLC 0.01% New 402 $18K
Optimum Investment Advisors 0.01% No change 400 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 400 $18K
Ameritas Investment Partners, Inc. 0.00% No change 397 $18K
Bfsg, LLC 0.00% No change 389 $17K
Rothschild Investment LLC 0.00% No change 385 $17K
Caitong International Asset Management Co., Ltd 0.01% Reduce -61.7% 382 $17K
Beacon Capital Management, LLC 0.00% No change 378 $17K
Global Wealth Strategies & Associates 0.00% No change 365 $16K
Founders Capital Management 0.01% No change 350 $16K
Medallion Wealth Advisors, LLC 0.01% No change 336 $15K
National Bank of Canada 0.00% Add +26.6% 343 $15K
Atlas Capital Advisors Inc. 0.00% Reduce -65.7% 339 $15K
Coston, McIsaac & Partners 0.00% No change 345 $15K
HM Payson & Co. 0.00% No change 325 $15K
Bernard Wealth Management Corp. 0.01% No change 324 $14K
Arax Advisory Partners 0.00% No change 324 $14K
Nemes Rush Group LLC 0.00% No change 316 $14K
Iron Horse Wealth Management, LLC 0.00% Add +0.3% 303 $14K
Curat Global, LLC 0.01% No change 300 $13K
1620 Investment Advisors, Inc. 0.01% No change 300 $13K
Strategic Investment Solutions, Inc. 0.00% Add +0.7% 295 $13K
NewSquare Capital LLC 0.00% Add +367.7% 290 $13K
Park Place Capital Corp 0.00% Reduce -29.8% 278 $13K
Kimelman & Baird, LLC 0.00% No change 276 $12K
Cullen/Frost Bankers, Inc. 0.00% New 272 $12K
CoreFirst Bank & Trust 0.01% New 267 $12K
Tradewinds Capital Management, LLC 0.00% No change 266 $12K
Horizons Wealth Management 0.01% No change 263 $12K
SBI Securities Co., Ltd. 0.00% Add +594.6% 257 $11K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 255 $11K
Creative Financial Designs Inc. 0.00% Add +15.7% 251 $11K
Game Plan Financial Advisors, LLC 0.00% Reduce -44.4% 250 $11K
Nvwm, LLC 0.00% No change 240 $11K
Financial Gravity Companies, Inc. 0.00% — 240 $11K
TD Capital Management LLC 0.00% Add +628.1% 233 $10K
Highline Wealth Partners LLC 0.00% Add +49.0% 228 $10K
HighMark Wealth Management LLC 0.01% Add +0.4% 228 $10K
CVA Family Office, LLC 0.00% Reduce -14.8% 225 $10K
Hemington Wealth Management 0.00% Reduce -8.0% 229 $10K
Halbert Hargrove Global Advisors, LLC 0.00% No change 221 $10K
Motco 0.00% New 211 $10K
TCTC Holdings, LLC 0.00% No change 220 $10K
Washington Trust Advisors, Inc. 0.00% Reduce -22.5% 217 $10K
Asset Dedication, LLC 0.00% Add +88.5% 213 $10K
Safe Harbor Fiduciary, LLC 0.01% No change 208 $9K
DecisionPoint Financial, LLC 0.00% No change 200 $9K
Private Wealth Asset Management, LLC 0.00% New 201 $9K
Crewe Advisors LLC 0.00% Reduce -57.9% 200 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 200 $9K
Trust Co. of Vermont 0.00% No change 200 $9K
Optiver Holding B.V. 0.00% New 200 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 197 $9K
TD Waterhouse Canada Inc. 0.00% Add +117.7% 185 $8K
Smallwood Wealth Investment Management, LLC 0.00% No change 178 $8K
Creekmur Asset Management LLC 0.00% Reduce -44.3% 177 $8K
Colonial Trust Advisors 0.00% Reduce -24.1% 173 $8K
WealthTrak Capital Management LLC 0.01% No change 165 $7K
Central Pacific Bank - Trust Division 0.00% No change 164 $7K
Rosenberg Matthew Hamilton 0.00% No change 162 $7K
Strategic Wealth Partners, Ltd. 0.00% — 161 $7K
Greykasell Wealth Strategies, Inc. 0.00% No change 160 $7K
Peoples Financial Services Corp. 0.00% No change 160 $7K
MCF Advisors LLC 0.00% No change 158 $7K
Sierra Ocean, LLC 0.01% No change 158 $7K
Lanark Financial, Inc. 0.00% No change 174 $7K
Stone House Investment Management, LLC 0.00% Add +48.5% 153 $7K
TD Private Client Wealth LLC 0.00% No change 143 $6K
Pacific Center for Financial Services 0.00% No change 140 $6K
Prestige Wealth Management Group LLC 0.00% No change 140 $6K
Pittenger & Anderson Inc. 0.00% No change 136 $6K
Capital Analysts, LLC 0.00% Reduce -19.2% 143 $6K
HFM Investment Advisors, LLC 0.00% No change 134 $6K
Winch Advisory Services, LLC 0.00% No change 121 $5K
Tsfg, LLC 0.00% No change 106 $5K
Sunbelt Securities, Inc. 0.00% No change 102 $5K
Abound Wealth Management 0.00% No change 106 $5K
Heritage Wealth Advisors 0.00% No change 103 $5K
Bridge Generations Wealth Management LLC 0.00% No change 100 $4K
True Wealth Design, LLC 0.00% No change 100 $4K
Elevation Point Wealth Partners, LLC 0.00% New 100 $4K
Clearstead Advisors, LLC 0.00% No change 97 $4K
Armstrong Advisory Group, Inc. 0.00% No change 96 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.1% 95 $4K
Bare Financial Services, Inc 0.00% Add +1185.7% 90 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -51.4% 88 $4K
Missouri Trust & Investment Co 0.00% New 84 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 80 $4K
Curio Wealth, LLC 0.00% Add +7900.0% 80 $4K
Barrett & Company, Inc. 0.00% No change 80 $4K
Dagco, Inc. 0.00% No change 80 $4K
Valley Wealth Managers, Inc. 0.00% No change 80 $4K
Semmax Financial Advisors Inc. 0.00% No change 80 $4K
Oliver Lagore Vanvalin Investment Group 0.00% — 68 $4K
Binnacle Investments Inc 0.00% Reduce -44.3% 73 $3K
Christopher J. Hasenberg, Inc 0.00% No change 71 $3K
Eq Wealth Advisors, LLC 0.00% No change 66 $3K
Horizon Investments, LLC 0.00% No change 61 $3K
Salomon & Ludwin, LLC 0.00% No change 57 $3K
N.E.W. Advisory Services LLC 0.00% Reduce -22.2% 56 $3K
Marshall & Sterling Wealth Advisors Inc. 0.00% Add +1.9% 54 $2K
AdvisorNet Financial, Inc 0.00% No change 50 $2K
Retirement Wealth Solutions LLC 0.00% No change 49 $2K
Old Second National Bank of Aurora 0.00% No change 49 $2K
Brooklyn Investment Group 0.00% Add +193.8% 47 $2K
Blume Capital Management, Inc. 0.00% No change 40 $2K
William B. Walkup & Associates, Inc. 0.00% No change 40 $2K
First Command Advisory Services, Inc. 0.00% No change 40 $2K
Riggs Asset Managment Co. Inc. 0.00% New 38 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -2.6% 37 $2K
Signature Resources Capital Management, LLC 0.00% No change 28 $1K
Friedenthal Financial 0.00% No change 28 $1K
Whipplewood Advisors, LLC 0.00% Add +550.0% 26 $1K
Carolina Wealth Advisors, LLC 0.00% No change 23 $1K
Dogwood Wealth Management LLC 0.00% No change 20 $958
McIlrath & Eck, LLC 0.00% Reduce -88.2% 20 $894
Westside Investment Management, Inc. 0.00% No change 19 $849
Rise Advisors, LLC 0.00% No change 18 $819
Beaird Harris Wealth Management, LLC 0.00% New 15 $682
Silicon Valley Capital Partners 0.00% No change 14 $634
Raffa Wealth Management, LLC 0.00% No change 13 $581
Oakworth Capital, Inc. 0.00% No change 12 $537
Granite FO LLC 0.00% No change 11 $492
Rakuten Securities, Inc. 0.00% No change 10 $447
Murphy & Mullick Capital Management Corp 0.00% No change 9 $404
Private Wealth Management Group, LLC 0.00% No change 9 $403
Transce3nd, LLC 0.00% No change 8 $358
High Note Wealth, LLC 0.00% No change 5 $224
GPS Wealth Strategies Group, LLC 0.00% New 3 $134
Golden State Wealth Management, LLC 0.00% No change 3 $134
Quantbot Technologies LP 0.00% New 1 $45

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