Zimmer Biomet HoldingsZBH

13F holders, Q3 2025 (September 30)
969holders +32
98new positions
66sold out
11famous investors
$98.27avg. 13F price*

At the end of Q3 2025, 969 institutions reported holding Zimmer Biomet Holdings Inc. (ZBH) in their 13F filings, up 32 from Q2 2025. 98 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($2.3B), Dodge & Cox ($2.3B) and BlackRock, Inc. ($1.6B). 11 famous investors held it, including Bill Nygren (0.8% of Harris Associates (Oakmark Funds)'s portfolio), John W. Rogers Jr. (0.4% of Ariel Investments's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
Zimmer Biomet Holdings Inc.
Sector
Health Care
CUSIP
98956P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 1,011Q1 2024Q2 2024: 1,008Q2 2024Q3 2024: 984Q3 2024Q4 2024: 1,031Q4 2024Q1 2025: 1,005Q1 2025Q2 2025: 937Q2 2025Q3 2025: 969Q3 2025Q4 2025: 949Q4 2025Q1 2026: 918Q1 2026Q2 2026: 911Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions98$150.3M
Exits66$92.8M

All 13F filers, Q2 2025 → Q3 2025: 10,326,885 shares bought and 8,313,365 shares sold, net +2,013,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 969 holders

Vanguard Group Inc. 0.03% Add +0.2% 23,291,224 $2.3B
Dodge & Cox 1.23% Add +5.1% 23,216,173 $2.3B
BlackRock, Inc. 0.03% Add +0.2% 16,149,859 $1.6B
T. Rowe Price Associates Inc. 0.16% Add +1.9% 15,082,438 $1.5B
State Street Corp. 0.03% Reduce -1.3% 8,631,760 $852.3M
Capital International Investors 0.12% Add +11.5% 7,550,754 $743.7M
American Century Companies Inc. 0.26% Reduce -9.3% 5,176,696 $509.9M
Geode Capital Management, LLC 0.03% Add +1.4% 5,197,223 $509.9M
Harris Associates (Oakmark Funds) 0.75% Add +27.3% 4,750,567 $467.9M
Franklin Resources Inc. 0.12% Reduce -0.1% 4,668,130 $459.8M
Primecap Management Co. 0.32% Reduce -9.8% 4,250,630 $418.7M
Ameriprise Financial Inc. 0.09% Add +1.6% 3,789,200 $373.2M
Van Eck Associates Corp. 0.32% Add +2.4% 3,476,906 $342.5M
Invesco Ltd. 0.05% Reduce -34.0% 3,038,386 $299.3M
Dimensional Fund Advisors LP 0.05% Add +1.8% 2,269,122 $223.5M
Northern Trust Corp. 0.03% Reduce -3.5% 2,109,159 $207.8M
Victory Capital Management Inc. 0.12% Add +24.9% 1,924,763 $198.6M
Morgan Stanley 0.01% Reduce -7.9% 1,693,307 $166.8M
Hotchkis & Wiley Capital Management LLC 0.49% Reduce -1.2% 1,610,361 $158.6M
Legal & General Group Plc 0.03% Add +1.1% 1,508,797 $148.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -18.3% 1,499,156 $147.7M
Equity Investment Corp. 2.98% Reduce -0.8% 1,441,955 $142.0M
Royal Bank of Canada 0.02% Add +36.8% 1,406,087 $138.5M
Bank of New York Mellon Corp 0.02% Reduce -2.3% 1,397,375 $137.6M
Bank of America Corp. 0.01% Add +5.9% 1,332,954 $131.3M
Charles Schwab Investment Management Inc. 0.02% Add +2.3% 1,284,110 $126.5M
Manufacturers Life Insurance Company, The 0.10% Add +314.0% 1,184,022 $116.6M
Nuveen, LLC 0.03% Reduce -8.0% 1,135,426 $111.8M
Thrivent Financial for Lutherans 0.20% Add +8.8% 991,510 $97.7M
UBS Group AG 0.02% Reduce -15.2% 941,490 $92.7M
AQR Capital Management 0.06% Reduce -28.5% 929,899 $91.6M
Freestone Grove Partners LP 0.68% Add +29.2% 925,937 $91.2M
Sound Shore Management Inc 2.92% Reduce -3.3% 896,284 $88.3M
JPMorgan Chase & Co. 0.01% Reduce -4.3% 889,356 $87.6M
Goldman Sachs Group Inc. 0.01% Add +74.1% 818,941 $80.7M
Shapiro Capital Management LLC 3.27% Add +2.1% 765,488 $75.4M
Amundi 0.02% Add +12.6% 716,847 $70.8M
Raymond James Financial Inc. 0.02% Add +7.9% 700,471 $69.0M
Deutsche Bank AG 0.02% Reduce -4.0% 679,675 $66.9M
Thompson Siegel & Walmsley LLC 1.08% Reduce -3.7% 677,880 $66.8M
Boston Trust Walden Corp 0.48% Reduce -4.8% 660,128 $65.0M
California Public Employees Retirement System 0.04% Reduce -5.7% 627,785 $61.8M
Boston Partners 0.06% Reduce -8.7% 622,305 $61.4M
Magellan Asset Management Ltd 0.70% Add +18.6% 600,125 $59.1M
Causeway Capital Management LLC 0.76% Add +0.6% 581,779 $57.3M
Swiss National Bank 0.03% Reduce -4.8% 570,200 $56.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +1.1% 512,448 $50.5M
Barclays PLC 0.02% Reduce -6.6% 489,056 $48.2M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -8.0% 473,612 $46.7M
Rhumbline Advisers 0.04% Add +0.5% 458,264 $45.1M
Macquarie Group Ltd. 0.05% Add +91.2% 471,252 $44.6M
Douglas Lane & Associates, LLC 0.59% Add +7.2% 431,360 $42.5M
First Trust Advisors LP 0.03% Add +62.6% 406,057 $40.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.1% 399,826 $39.4M
Ariel Investments 0.42% Add +55.9% 394,715 $38.9M
National Pension Service 0.03% Add +4.5% 393,476 $38.8M
Neuberger Berman Group LLC 0.03% Reduce -46.2% 380,295 $37.5M
HSBC Holdings PLC 0.02% Reduce -1.9% 366,357 $36.1M
Border to Coast Pensions Partnership Ltd 0.62% Add +6.5% 360,462 $35.5M
California State Teachers Retirement System 0.04% Add +3.1% 355,729 $35.0M
BNP Paribas Financial Markets 0.03% Reduce -18.0% 348,657 $34.3M
Envestnet Asset Management Inc. 0.01% Add +6.1% 342,263 $33.7M
CapitalatWork S.A. 0.96% Add +1.2% 335,187 $33.0M
Rakuten Investment Management, Inc. 0.11% — 378,752 $32.1M
Worldquant Millennium Advisors LLC 0.14% New 318,814 $31.4M
Lido Advisors, LLC 0.13% Add +15.1% 314,297 $31.0M
Marshall Wace, LLP 0.03% Add +21.0% 301,970 $29.7M
Eubel Brady & Suttman Asset Management Inc. 3.59% Add +0.5% 292,749 $28.8M
Sei Investments Co. 0.03% Add +3.2% 289,413 $28.5M
DekaBank Deutsche Girozentrale 0.05% No change 276,974 $27.1M
Minneapolis Portfolio Management Group, LLC 2.99% Add +131.2% 264,114 $26.0M
Parkman Healthcare Partners LLC 2.72% Add +4.6% 251,420 $24.8M
Alliancebernstein L.P. 0.01% Reduce -7.0% 249,126 $24.5M
Bellevue Group AG 0.50% Reduce -8.4% 245,202 $24.2M
Woodline Partners LP 0.11% Reduce -49.9% 240,830 $23.7M
GAMCO Investors 0.23% Reduce -2.5% 239,843 $23.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.0% 240,339 $23.6M
Wells Fargo & Company 0.00% Add +18.7% 221,870 $21.9M
Principal Financial Group Inc. 0.01% Reduce -0.7% 218,381 $21.5M
STRS Ohio 0.08% Reduce -27.5% 214,735 $21.2M
Deroy & Devereaux Private Investment Counsel Inc. 1.04% Reduce -0.9% 210,104 $20.7M
New York State Common Retirement Fund 0.03% Add +24.9% 208,503 $20.5M
Jones Financial Companies LLLP 0.01% Add +5.7% 205,829 $20.2M
Speece Thorson Capital Group Inc. 3.93% Reduce -1.1% 199,491 $19.6M
Gradient Investments LLC 0.32% Add +4.7% 194,446 $19.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -2.8% 184,676 $18.2M
National Bank of Canada 0.02% Add +15.1% 174,968 $17.2M
Aberdeen Group plc 0.03% Add +0.9% 174,049 $17.1M
Tudor Investment Corporation 0.11% New 171,486 $16.9M
New York State Teachers Retirement System 0.03% Add +0.8% 159,129 $15.7M
Aviva PLC 0.03% Add +6.4% 157,296 $15.5M
ARGA Investment Management, LP 0.40% New 154,539 $15.2M
Capital International, Inc. 0.12% Add +37.3% 149,707 $14.7M
PNC Financial Services Group, Inc. 0.01% Reduce -1.1% 147,312 $14.5M
Heritage Investors Management Corp. 0.43% Reduce -1.7% 145,994 $14.4M
Citigroup Inc. 0.01% Reduce -14.8% 145,608 $14.3M
FMR LLC 0.00% Add +18.8% 143,027 $14.1M
Brandywine Global Investment Management, LLC 0.10% Add +7.5% 140,144 $13.8M
Bank of Montreal 0.01% Add +12.3% 139,283 $13.7M
Millennium Management 0.01% Add +1031.8% 137,048 $13.5M
QSM Asset Management Ltd 9.20% Add +17.9% 131,450 $12.9M
LPL Financial LLC 0.00% Add +10.2% 129,201 $12.7M
St Germain D J Co. Inc. 0.50% Add +12.3% 127,931 $12.6M
Danske Bank A/S 0.03% Add +1.9% 126,317 $12.4M
Handelsbanken Fonder AB 0.04% Reduce -0.8% 124,830 $12.3M
Renaissance Technologies 0.02% New 121,800 $12.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +1.4% 121,213 $11.9M
Matrix Asset Advisors Inc. 1.10% Reduce -5.3% 120,206 $11.8M
South Dakota Investment Council 0.23% Add +6.7% 120,189 $11.8M
Citadel Advisors 0.01% New 116,146 $11.4M
Gabelli Funds LLC 0.08% Add +0.4% 115,950 $11.4M
Pictet Asset Management Holding SA 0.01% Reduce -4.8% 115,911 $11.4M
Illinois Municipal Retirement Fund 0.14% Add +6.9% 113,543 $11.2M
Sector Gamma As 2.77% Add +28.0% 113,478 $11.2M
Prudential Financial Inc. 0.01% Reduce -2.1% 113,336 $11.2M
KLP Kapitalforvaltning As 0.04% Reduce -0.9% 112,044 $11.1M
Thomasville National Bank 0.69% Add +4.6% 110,653 $10.9M
Vinva Investment Management Ltd 0.21% Add +785.1% 110,759 $10.9M
State of Wisconsin Investment Board 0.02% Reduce -13.8% 109,735 $10.8M
M&G PLC 0.06% Add +0.5% 107,465 $10.6M
Moore Capital Management, LP 0.22% Reduce -22.5% 107,545 $10.6M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.1% 102,308 $10.1M
APG Asset Management N.V. 0.03% Add +0.4% 119,317 $10.0M
Storebrand Asset Management As 0.03% Add +1.0% 101,012 $9.9M
Connor, Clark & Lunn Investment Management Ltd. 0.03% New 98,306 $9.7M
Natixis Advisors, LLC 0.01% Add +19.0% 96,635 $9.5M
ICICI Prudential Asset Management Co Ltd 0.98% No change 93,999 $9.3M
Leeward Investments, LLC - MA 0.47% Reduce -3.5% 92,800 $9.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -30.7% 91,587 $9.0M
Stifel Financial Corp. 0.01% Reduce -6.8% 89,654 $8.8M
Treasurer of the State of North Carolina 0.03% Reduce -3.8% 89,040 $8.8M
Mackenzie Financial Corp. 0.01% Add +25.0% 88,381 $8.7M
US Bancorp \de 0.01% Add +2.8% 86,888 $8.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +1.3% 86,486 $8.5M
Oak Family Advisors, LLC 2.69% Reduce -16.0% 84,323 $8.3M
Royal London Asset Management Ltd. 0.02% Reduce -3.3% 82,826 $8.2M
TD Asset Management Inc 0.01% Add +11.0% 82,166 $8.1M
Asset Management One Co., Ltd. 0.02% Reduce -2.2% 81,323 $8.0M
Sequoia Financial Advisors, LLC 0.05% Reduce -7.6% 81,208 $8.0M
Hourglass Capital, LLC 1.77% Add +27.4% 80,152 $7.9M
Russell Investments Group, Ltd. 0.01% Add +43.0% 78,899 $7.8M
Olstein Capital Management, L.P. 1.45% No change 78,000 $7.7M
Verition Fund Management LLC 0.04% Add +176.6% 76,440 $7.5M
Mn Services Vermogensbeheer B.V. 0.05% No change 75,600 $7.4M
Credit Agricole S A 0.02% — 73,748 $7.3M
Toronto Dominion Bank 0.01% Reduce -9.2% 72,858 $7.2M
KLCM Advisors, Inc. 0.71% Reduce -0.4% 72,714 $7.2M
Reinhart Partners, Llc. 0.23% Reduce -4.2% 70,686 $7.0M
Susquehanna International Group, LLP 0.01% Add +163.3% 69,361 $6.8M
HRT Financial LP 0.03% New 68,969 $6.8M
NorthCoast Asset Management LLC 0.03% Add +4.3% 67,192 $6.6M
Public Employees Retirement System of Ohio 0.02% Add +0.6% 66,445 $6.5M
Quantinno Capital Management LP 0.02% Add +173.0% 66,225 $6.5M
Debussy Capital Management LP 0.92% Reduce -0.5% 65,895 $6.5M
Bryn Mawr Trust Advisors, LLC 0.32% Add +3.2% 65,272 $6.4M
State of New Jersey Common Pension Fund D 0.02% Add +1.9% 65,137 $6.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.2% 65,014 $6.4M
Easterly Investment Partners LLC 0.43% Add +1.0% 64,891 $6.4M
State of Tennessee, Department of Treasury 0.02% Add +59.4% 64,477 $6.4M
Cerity Partners LLC 0.01% Reduce -16.6% 64,055 $6.3M
Wedge Capital Management L L P 0.11% Reduce -21.3% 63,914 $6.3M
Resona Asset Management Co.,Ltd. 0.03% Reduce -6.2% 63,690 $6.3M
Auxier Asset Management LLC 0.87% Reduce -0.6% 63,378 $6.2M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +47.5% 62,079 $6.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +0.7% 61,686 $6.1M
SG Americas Securities, LLC 0.02% Add +29.2% 61,110 $6.0M
Country Club Bank 0.35% Add +24.7% 59,943 $5.9M
Arizona State Retirement System 0.03% Add +1.6% 58,726 $5.8M
NorthCrest Asset Manangement, LLC 0.14% Reduce -0.1% 57,878 $5.7M
Callan Family Office, LLC 0.18% Add +7.3% 58,194 $5.7M
Live Oak Private Wealth LLC 0.79% Add +6.4% 57,439 $5.7M
Northside Capital Management, LLC 0.52% Add +0.0% 57,382 $5.7M
State of Michigan Retirement System 0.03% Reduce -0.4% 56,015 $5.5M
Voya Investment Management LLC 0.01% Reduce -18.3% 54,362 $5.4M
Blackhill Capital Inc. 0.26% No change 53,850 $5.3M
Hillman Capital Management, Inc. 3.03% Reduce -5.0% 52,815 $5.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +1.0% 51,272 $5.1M
Benson Investment Management Company, Inc. 1.70% New 50,430 $5.0M
AMG National Trust Bank 0.12% Add +29.1% 50,359 $5.0M
Czech National Bank 0.03% Add +4.0% 50,313 $5.0M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 49,146 $4.8M
Guggenheim Capital LLC 0.04% Reduce -9.1% 48,162 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.0% 47,760 $4.7M
Ensign Peak Advisors, Inc 0.01% Reduce -81.4% 47,824 $4.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.0% 47,570 $4.7M
Calamos Advisors LLC 0.03% Reduce -63.7% 47,324 $4.7M
USS Investment Management Ltd 0.02% No change 46,992 $4.6M
Creative Planning 0.00% Add +46.0% 45,899 $4.5M
Pathstone Holdings, LLC 0.02% Add +19.0% 45,839 $4.5M
Inlet Private Wealth, LLC 1.01% Add +1.1% 45,215 $4.5M
Comerica Bank 0.02% Reduce -4.6% 43,575 $4.3M
State of Alaska, Department of Revenue 0.04% Reduce -2.4% 43,202 $4.3M
Covea Finance 0.15% No change 42,600 $4.2M
Retirement Systems of Alabama 0.01% Reduce -0.5% 42,257 $4.2M
Corient Private Wealth LP 0.01% Reduce -19.8% 42,126 $4.1M
IFM Investors Pty Ltd 0.04% No change 41,199 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.6% 40,607 $4.0M
Cresset Asset Management, LLC 0.02% Add +0.0% 40,243 $4.0M
Wellington Management Group LLP 0.00% Add +6.0% 40,232 $4.0M
Sivik Global Healthcare LLC 2.07% New 40,000 $3.9M
DAVENPORT & Co LLC 0.02% Reduce -0.3% 39,991 $3.9M
Gotham Asset Management 0.02% Reduce -55.7% 39,377 $3.9M
Swiss Life Asset Management Ltd 0.02% Add +17.7% 39,231 $3.9M
Nisa Investment Advisors, LLC 0.01% Reduce -39.8% 38,697 $3.8M
Sit Investment Associates Inc. 0.08% Add +69.2% 38,758 $3.8M
Canada Pension Plan Investment Board 0.00% Reduce -15.3% 38,686 $3.8M
Capital International Sarl 0.06% Add +10.0% 38,113 $3.8M
Amalgamated Bank 0.03% Reduce -1.8% 37,759 $3.7M
DNB Asset Management AS 0.01% Add +5.3% 37,327 $3.7M
Janney Montgomery Scott LLC 0.01% Add +5.2% 36,939 $3.6M
Squarepoint Ops LLC 0.01% Reduce -38.1% 36,920 $3.6M
Swedbank AB 0.00% No change 36,892 $3.6M
Commonwealth Equity Services, LLC 0.00% Reduce -9.4% 36,604 $3.6M
Monarch Capital Management Inc. 0.87% Add +3.0% 36,063 $3.6M
Forsta Ap-Fonden 0.02% Add +2.9% 35,600 $3.5M
ProShare Advisors LLC 0.01% Reduce -0.1% 35,204 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +0.6% 35,032 $3.5M
HighTower Advisors, LLC 0.00% Reduce -31.0% 34,958 $3.4M
Meyer Handelman Co. 0.11% Reduce -6.9% 34,869 $3.4M
Dean Investment Associates, LLC 0.47% Add +6.4% 34,281 $3.4M
Grandfield & Dodd, LLC 0.19% Reduce -10.8% 34,232 $3.4M
Osaic Holdings, Inc. 0.00% Add +26.7% 32,374 $3.3M
Utah Retirement Systems 0.03% No change 32,638 $3.2M
Everett Harris & Co. 0.04% Reduce -3.5% 32,500 $3.2M
Corbyn Investment Management Inc. 1.45% Reduce -1.9% 32,420 $3.2M
Korea Investment CORP 0.01% Reduce -71.2% 32,146 $3.2M
Federation des caisses Desjardins du Quebec 0.01% Add +5.0% 32,125 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +6.0% 31,920 $3.1M
Tidal Investments LLC 0.01% Reduce -22.6% 31,501 $3.1M
Gilman Hill Asset Management, LLC 0.49% Add +3.6% 31,488 $3.1M
Kempner Capital Management Inc. 2.57% Reduce -46.3% 31,401 $3.1M
Cohen Capital Management, Inc. 0.48% No change 31,359 $3.1M
FIL Ltd 0.00% New 31,012 $3.1M
Daiwa Securities Group Inc. 0.01% Add +3.6% 30,966 $3.0M
DCF Advisers, LLC 1.14% Reduce -0.5% 30,500 $3.0M
UniSuper Management Pty Ltd 0.02% Add +17.8% 30,171 $3.0M
KCM Investment Advisors LLC 0.10% Reduce -5.6% 30,138 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.8% 30,084 $3.0M
Elo Mutual Pension Insurance Co 0.05% Add +27.8% 30,026 $3.0M
Captrust Financial Advisors 0.01% Reduce -10.0% 29,929 $2.9M
Mariner, LLC 0.00% Reduce -4.7% 29,207 $2.9M
Allianz SE 0.06% No change 29,000 $2.9M
Johnson Investment Counsel Inc. 0.02% Reduce -38.3% 28,930 $2.8M
New York Life Investment Management LLC 0.03% Reduce -2.5% 28,916 $2.8M
Janus Henderson Group PLC 0.00% Reduce -76.8% 28,612 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.7% 28,433 $2.8M
KBC Group NV 0.01% Add +0.6% 28,060 $2.8M
CIBC Asset Management Inc 0.01% Add +0.1% 27,747 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -5.0% 27,419 $2.7M
CIBC Bancorp USA Inc. 0.02% — 27,321 $2.7M
Bridge Creek Capital Management LLC 0.75% Reduce -9.5% 27,281 $2.7M
Ieq Capital, LLC 0.01% Reduce -34.0% 27,096 $2.7M
Mercer Global Advisors Inc. 0.00% Add +16.2% 26,859 $2.6M
Xponance LLC 0.02% Reduce -6.1% 26,687 $2.6M
Arax Advisory Partners 0.04% Add +2426.7% 26,101 $2.6M
Aquatic Capital Management LLC 0.05% New 25,984 $2.6M
Teacher Retirement System of Texas 0.01% Reduce -13.8% 25,922 $2.6M
Cetera Investment Advisers 0.00% Add +14.6% 25,829 $2.5M
&partners 0.02% Add +14.1% 25,258 $2.5M
NEOS Investment Management LLC 0.02% Add +45.5% 24,681 $2.4M
Bank of Nova Scotia 0.00% Add +17.8% 24,362 $2.4M
Truist Financial Corp. 0.00% Reduce -10.8% 23,930 $2.4M
Cwm, LLC 0.01% Reduce -2.4% 23,909 $2.4M
Abn Amro Investment Solutions 0.05% Reduce -31.6% 23,860 $2.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -12.8% 23,847 $2.3M
Absher Wealth Management, LLC 0.28% New 23,800 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.5% 23,751 $2.3M
Tredje AP-fonden 0.02% Add +44.8% 23,531 $2.3M
Allianz Asset Management GmbH 0.00% Add +3.0% 23,332 $2.3M
Brown Advisory Inc. 0.00% Reduce -2.5% 23,137 $2.3M
Blair William & Co. 0.01% Reduce -3.2% 23,071 $2.3M
ASR Vermogensbeheer N.V. 0.03% Reduce -0.3% 22,850 $2.3M
Hills Bank & Trust Co 0.13% Reduce -2.5% 22,838 $2.2M
John G Ullman & Associates Inc. 0.30% Reduce -12.2% 22,700 $2.2M
Oregon Public Employees Retirement Fund 0.03% Add +32.5% 22,666 $2.2M
M&T Bank Corp 0.01% Reduce -7.3% 22,597 $2.2M
Greatmark Investment Partners, Inc. 0.26% Add +3.8% 22,360 $2.2M
Auto-Owners Insurance Co 0.06% No change 22,350 $2.2M
Delta Global Management LP 0.16% New 22,154 $2.2M
Rodgers Brothers Inc. 0.27% Reduce -25.5% 22,116 $2.2M
Man Group plc 0.00% Reduce -81.0% 22,091 $2.2M
Rafferty Asset Management, LLC 0.01% Add +5.2% 21,997 $2.2M
Capital International Ltd. 0.08% Reduce -1.3% 21,706 $2.1M
MML Investors Services, LLC 0.01% Reduce -7.9% 21,691 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -5.3% 21,523 $2.1M
OP Asset Management Ltd 0.03% No change 21,334 $2.1M
Gries Financial LLC 0.33% Add +30.4% 21,058 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -46.2% 21,039 $2.1M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -46.9% 20,953 $2.1M
Uncommon Cents Investing LLC 0.51% Add +0.1% 20,928 $2.1M
Kennedy Capital Management LLC 0.05% Reduce -18.9% 20,764 $2.0M
iA Global Asset Management Inc. 0.03% Add +9.5% 20,742 $2.0M
Assetmark, Inc. 0.00% Add +25.4% 20,642 $2.0M
Oppenheimer & Co. Inc. 0.02% Reduce -8.4% 20,211 $2.0M
Ally Financial Inc. 0.24% No change 20,000 $2.0M
Cibc World Market Inc. 0.00% Add +10.4% 19,905 $2.0M
Synovus Financial Corp. 0.02% Add +7.9% 19,621 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Add +255.1% 19,618 $1.9M
Wesbanco Bank Inc. 0.05% Reduce -0.6% 19,589 $1.9M
Roberts Wealth Advisors, LLC 0.51% Add +1.1% 19,460 $1.9M
Mattson Financial Services, LLC 0.46% Add +2.2% 19,455 $1.9M
Independent Advisor Alliance 0.05% Reduce -11.8% 19,404 $1.9M
Sanctuary Advisors, LLC 0.01% Add +22.4% 19,296 $1.9M
AXA Investment Managers S.A. 0.01% — 19,272 $1.9M
Studio Investment Management LLC 0.36% Add +4.4% 19,191 $1.9M
Nordea Investment Management AB 0.00% Add +8.3% 19,315 $1.9M
Empowered Funds, LLC 0.02% Add +4.6% 18,528 $1.8M
Logan Capital Management Inc. 0.08% No change 18,500 $1.8M
Koss-Olinger Consulting, LLC 0.15% Reduce -0.1% 19,818 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.0% 18,230 $1.8M
HB Wealth Management, LLC 0.01% Add +9.5% 17,708 $1.7M
Barnes Dennig Private Wealth Management LLC 1.86% Add +4.6% 17,598 $1.7M
Dean Capital Management 0.67% No change 17,568 $1.7M
Public Sector Pension Investment Board 0.01% Add +15.0% 17,525 $1.7M
Trust Co. of Toledo NA 0.17% Add +164.1% 17,433 $1.7M
Morningstar Investment Management LLC 0.06% New 17,255 $1.7M
Pacer Advisors, Inc. 0.00% Reduce -98.0% 16,935 $1.7M
Heritage Trust Co 0.18% Reduce -0.9% 16,923 $1.7M
Round Hill Asset Management 1.09% No change 16,849 $1.7M
Sterling Capital Management LLC 0.02% Reduce -7.8% 16,502 $1.6M
Rathbones Group PLC 0.01% Reduce -11.3% 16,413 $1.6M
LSV Asset Management 0.00% Reduce -0.1% 16,400 $1.6M
Oak Thistle LLC 0.25% Add +413.6% 16,393 $1.6M
Jefferies Financial Group Inc. 0.01% Add +136.8% 16,100 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +29.4% 15,773 $1.6M
Missouri Trust & Investment Co 0.46% Add +5.8% 15,671 $1.5M
Commerce Bank 0.01% Reduce -7.9% 15,665 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 15,585 $1.5M
Mizuho Securities USA LLC 0.03% Add +5.5% 14,428 $1.5M
Brandes Investment Partners, LP 0.01% Add +21.4% 15,495 $1.5M
Central Pacific Bank - Trust Division 0.19% Add +2.0% 15,475 $1.5M
Focus Partners Wealth 0.00% Reduce -28.1% 15,288 $1.5M
Richard Bernstein Advisors LLC 0.04% Reduce -55.0% 15,184 $1.5M
Private Advisor Group, LLC 0.01% Add +9.6% 15,094 $1.5M
Belpointe Asset Management LLC 0.06% Add +9.7% 14,735 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +67.1% 14,441 $1.4M
Generali Asset Management SPA SGR 0.03% Add +0.9% 14,232 $1.4M
Perbak Capital Partners LLP 0.25% Add +280.8% 14,157 $1.4M
Fifth Third Bancorp 0.00% Reduce -10.7% 14,136 $1.4M
Ethic Inc. 0.02% Add +126.2% 14,041 $1.4M
Sandhill Capital Partners LLC 0.10% Reduce -2.6% 14,021 $1.4M
Choreo, LLC 0.02% Add +7.8% 13,923 $1.4M
Mairs & Power Inc. 0.01% Reduce -2.3% 13,955 $1.4M
Fort Washington Investment Advisors Inc. 0.01% Add +0.2% 13,917 $1.4M
CIBC Private Wealth Group LLC 0.00% Reduce -16.2% 13,813 $1.4M
Nicholas Hoffman & Company, LLC. 0.03% Reduce -12.9% 13,200 $1.3M
United Bank 0.44% Add +8.5% 12,905 $1.3M
Citizens & Northern Corp. 0.31% Reduce -0.5% 12,848 $1.3M
Crawford Investment Counsel Inc. 0.02% Add +7.2% 12,733 $1.3M
Valeo Financial Advisors, LLC 0.03% Add +2.5% 12,713 $1.3M
Keybank National Association 0.00% Reduce -3.0% 12,710 $1.3M
First Western Trust Bank 0.06% Add +0.1% 12,647 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Add +34.3% 12,527 $1.2M
Bridgewater Associates 0.00% Add +91.3% 12,549 $1.2M
Bayesian Capital Management, LP 0.25% New 12,500 $1.2M
Atria Investments, Inc 0.01% Add +29.5% 12,493 $1.2M
CSS LLC 0.21% Add +25.8% 12,467 $1.2M
Banque Cantonale Vaudoise 0.05% Reduce -14.1% 12,445 $1.2M
Kentucky Retirement Systems 0.03% Reduce -2.0% 12,433 $1.2M
J. Safra Sarasin Holding AG 0.02% Add +93.1% 12,415 $1.2M
Inceptionr LLC 0.29% New 12,359 $1.2M
Kintegral Advisory, LLC 0.10% Reduce -0.5% 12,260 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +38.3% 12,287 $1.2M
D.A. Davidson & Co. 0.01% Reduce -0.8% 12,125 $1.2M
Candriam S.C.A. 0.01% Reduce -9.1% 12,093 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +0.1% 12,070 $1.2M
Premier Path Wealth Partners, LLC 0.15% Reduce -8.4% 12,058 $1.2M
Associated Banc-Corp 0.03% Reduce -5.2% 11,821 $1.2M
Ardent Capital Management, Inc. 0.49% Reduce -0.3% 11,686 $1.2M
Hartford Investment Management Co. 0.03% Reduce -1.9% 11,649 $1.1M
Cornerstone National Bank & Trust Co 0.47% Add +1.6% 11,635 $1.1M
First American Bank 0.07% Add +87.1% 11,627 $1.1M
Camelot Portfolios, LLC 0.68% Add +1.8% 11,603 $1.1M
Moody National Bank Trust Division 0.10% Add +10.2% 11,486 $1.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -6.5% 11,445 $1.1M
iSAM Funds (UK) Ltd 0.23% New 11,428 $1.1M
Schroder Investment Management Group 0.00% Reduce -6.0% 11,285 $1.1M
Claret Asset Management Corp 0.13% Reduce -6.6% 10,946 $1.1M
Brown Financial Advisors 0.40% Add +0.6% 10,919 $1.1M
Main Management ETF Advisors, LLC 0.04% New 10,850 $1.1M
Metis Global Partners, LLC 0.02% Reduce -4.4% 10,656 $1.0M
Dakota Wealth Management 0.02% Reduce -2.2% 10,489 $1.0M
Galibier Capital Management Ltd. 0.34% No change 10,484 $1.0M
Glenmede Investment Management, LP 0.01% Add +9.7% 10,432 $1.0M
Louisiana State Employees Retirement System 0.02% No change 10,400 $1.0M
Gulf International Bank (UK) Ltd 0.03% Reduce -4.0% 10,361 $1.0M
Oppenheimer Asset Management Inc. 0.01% Reduce -4.8% 10,362 $1.0M
Secured Retirement Advisors, LLC 0.57% Add +127.3% 10,285 $1.0M
JARISLOWSKY, FRASER Ltd 0.01% No change 10,250 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Reduce -13.4% 10,215 $1.0M
Wealthspire Advisors, LLC 0.01% Add +34.0% 10,130 $998K
Summit Financial, LLC 0.02% Add +61.3% 10,080 $993K
Norinchukin Bank, The 0.01% Add +4.1% 10,000 $985K
Summit Trail Advisors, LLC 0.01% New 9,972 $983K
Rockefeller Capital Management L.P. 0.00% New 9,877 $973K
Maryland State Retirement & Pension System 0.02% Add +5.0% 9,720 $957K
Panagora Asset Management Inc. 0.00% New 9,718 $957K
Natixis 0.01% New 9,643 $950K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.1% 9,622 $948K
Securian Asset Management, Inc. 0.02% Reduce -7.7% 9,454 $931K
XTX Topco Ltd 0.05% New 9,412 $927K
Brookstone Capital Management 0.01% Add +1.3% 9,350 $921K
Investment Management Corp of Ontario 0.01% Add +93.9% 9,318 $918K
Wealthfront Advisers LLC 0.00% Add +90.1% 9,270 $913K
E. Ohman J:or Asset Management AB 0.02% No change 9,250 $911K
Welch & Forbes LLC 0.01% Reduce -2.1% 9,244 $911K
Exchange Traded Concepts, LLC 0.01% Add +453.4% 9,214 $908K
Ramsay, Stattman, Vela & Price, Inc. 0.16% Reduce -3.4% 9,201 $906K
Sage Capital Advisors,llc 0.22% New 9,200 $906K
Arnhold LLC 0.08% No change 9,190 $905K
Farther Finance Advisors, LLC 0.01% Add +0.5% 9,187 $905K
First Community Trust NA 0.70% Reduce -2.4% 9,157 $902K
Humankind Investments LLC 0.20% Reduce -0.8% 8,949 $881K
New Mexico Educational Retirement Board 0.03% Reduce -4.3% 8,922 $879K
Raiffeisen Bank International AG 0.01% Add +26.4% 8,837 $869K
Schonfeld Strategic Advisors LLC 0.01% Add +3633.7% 464,250 $866K
Parallax Volatility Advisers, L.P. 0.03% Reduce -18.5% 8,717 $859K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.3% 8,502 $841K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.7% 8,415 $829K
Scotia Capital Inc. 0.00% Reduce -28.5% 8,392 $827K
Meridian Wealth Management, LLC 0.03% No change 8,360 $823K
Farmers & Merchants Investments Inc. 0.02% No change 8,155 $803K
Roberts Glore & Co. Inc. 0.22% Reduce -8.5% 8,125 $800K
Romano Brothers and Company 0.09% Reduce -6.5% 7,979 $786K
St. Louis Trust Co 0.10% No change 7,954 $783K
Vident Advisory, LLC 0.01% Reduce -3.5% 7,864 $775K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.6% 7,842 $772K
Horizon Investments, LLC 0.01% Add +8.0% 7,740 $762K
Outfitters Financial LLC 0.61% Add +0.3% 7,710 $759K
Equitable Holdings, Inc. 0.01% New 7,659 $754K
Assenagon Asset Management S.A. 0.00% Add +2.6% 7,624 $751K
Intech Investment Management LLC 0.01% Reduce -0.8% 7,578 $746K
Grace & White Inc. 0.13% No change 7,500 $739K
OMERS ADMINISTRATION Corp 0.01% No change 7,456 $734K
Empirical Finance, LLC 0.04% Add +0.9% 7,455 $734K
TOWER TRUST & INVESTMENT Co 0.49% Add +1.0% 7,453 $734K
Anchor Investment Management, LLC 0.06% No change 7,149 $704K
Allstate Corp. 0.02% New 7,074 $697K
Mediolanum International Funds Ltd 0.01% Reduce -56.4% 7,040 $692K
FORA Capital, LLC 0.12% Reduce -72.4% 6,976 $687K
Stephens Inc. 0.01% Reduce -4.8% 6,877 $677K
CSM Advisors, LLC 0.02% Add +90.3% 6,800 $670K
1ST Source Bank 0.04% Reduce -8.2% 6,785 $668K
Modera Wealth Management, LLC 0.01% Reduce -4.7% 6,774 $667K
Erste Asset Management GmbH 0.01% Add +0.9% 6,487 $667K
Mill Capital Management, LLC 0.05% No change 6,761 $666K
Ar Asset Management Inc. 0.14% No change 6,700 $660K
First Heartland Consultants, Inc. 0.05% New 6,647 $655K
Fiduciary Trust Co 0.01% Reduce -2.5% 6,553 $645K
Forum Financial Management, LP 0.01% Add +20.2% 6,519 $642K
Brevan Howard Capital Management LP 0.01% Add +33.7% 6,470 $637K
Kestra Advisory Services, LLC 0.00% Reduce -9.6% 6,422 $633K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 6,314 $622K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.2% 6,282 $619K
Beacon Pointe Advisors, LLC 0.01% Reduce -21.8% 6,279 $618K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +3.1% 6,269 $617K
Larson Financial Group LLC 0.02% Reduce -2.0% 6,209 $612K
NewEdge Wealth, LLC 0.01% New 6,923 $606K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -0.5% 6,131 $604K
First Manhattan Co. Llc. 0.00% Reduce -13.7% 6,087 $601K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 6,100 $601K
Tocqueville Asset Management L.P. 0.01% Add +15.1% 6,100 $601K
World Investment Advisors 0.01% Reduce -4.1% 6,055 $596K
Daiichi Life Insurance Co., Ltd. 0.01% No change 6,054 $596K
Campbell & CO Investment Adviser LLC 0.04% New 6,052 $596K
Bahl & Gaynor LLC 0.00% Reduce -6.8% 6,045 $595K
Merit Financial Group, LLC 0.01% Reduce -8.5% 5,974 $588K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +40.1% 5,966 $588K
Culbertson A N & Co. Inc. 0.08% Reduce -0.6% 5,963 $587K
Paladin Wealth, LLC 0.42% Reduce -2.5% 5,920 $583K
Daymark Wealth Partners, LLC 0.02% Reduce -14.0% 5,876 $579K
Peddock Capital Advisors, LLC 0.12% Add +7.8% 5,841 $575K
Tiaa Trust, National Association 0.00% Reduce -3.7% 5,826 $574K
Aptus Capital Advisors, LLC 0.01% New 5,794 $571K
Twin Tree Management, LP 0.03% New 5,778 $569K
Steward Partners Investment Advisory, LLC 0.00% Add +4.0% 5,766 $568K
Birch Hill Investment Advisors LLC 0.02% No change 5,742 $566K
Park Avenue Securities LLC 0.00% Reduce -5.8% 5,681 $560K
HM Payson & Co. 0.01% Reduce -6.6% 5,661 $558K
Courier Capital LLC 0.03% Add +0.3% 5,607 $552K
Snowden Capital Advisors LLC 0.01% Reduce -1.7% 5,537 $547K
Welch Group, LLC 0.02% No change 5,550 $547K
Huntington National Bank 0.00% Reduce -2.4% 5,524 $544K
GF Fund Management Co. LTD. 0.01% Add +13.2% 5,510 $543K
Resonant Capital Advisors, LLC 0.03% Add +15.1% 5,491 $542K
Wolverine Trading, LLC 0.01% New 5,482 $539K
Rovin Capital /Ut/ 0.15% Add +1.1% 5,466 $538K
Brighton Jones LLC 0.01% Add +4.6% 5,442 $536K
Wahed Invest LLC 0.07% Add +0.6% 5,417 $534K
Mufg Securities Americas Inc. 0.03% Add +21.8% 5,342 $526K
Lombard Odier Asset Management (USA) Corp 0.14% New 5,336 $526K
Glenview Trust Co 0.01% Reduce -6.5% 5,333 $525K
Nicolet Bankshares Inc. 0.08% Reduce -9.2% 5,256 $518K
United Capital Financial Advisors, LLC 0.00% Add +15.6% 5,255 $518K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -3.3% 5,211 $513K
AlphaQuest LLC 0.03% Add +78.1% 5,133 $506K
Clearstead Advisors, LLC 0.01% Reduce -1.5% 5,104 $503K
Busey Bank 0.01% No change 5,090 $501K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -1.0% 5,087 $501K
Community Bank & Trust, Waco, Texas 0.10% Reduce -7.7% 5,051 $498K
Marex Group Ltd 0.01% New 5,000 $493K
Capital World Investors 0.00% Add +61.4% 4,977 $490K
Nomura Holdings Inc. 0.00% New 4,923 $485K
Midwest Trust Co 0.01% Reduce -6.6% 4,865 $479K
UMB Bank, n.a. 0.01% Add +13.7% 4,825 $475K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% No change 4,800 $473K
SVB Wealth LLC 0.03% Reduce -5.3% 4,800 $473K
Capital Group Investment Management Pte. LTD. 0.08% No change 4,777 $471K
Quadrant Capital Group LLC 0.02% New 4,768 $470K
Tectonic Advisors LLC 0.03% Add +0.3% 4,762 $469K
Legacy Wealth Asset Management, LLC 0.11% Add +2.3% 4,670 $460K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.3% 4,658 $459K
Legacy Financial Advisors, Inc. 0.06% Add +28.5% 4,596 $453K
Rwa Wealth Partners, LLC 0.01% Add +48.5% 4,580 $451K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -2.6% 4,578 $451K
QRG Capital Management, Inc. 0.01% Reduce -26.3% 4,521 $445K
Rice Hall James & Associates, LLC 0.02% Reduce -0.3% 4,450 $438K
King Wealth Management Group 0.05% New 4,434 $437K
BLB&B Advisors, LLC 0.02% Add +1.2% 4,428 $436K
Clifford Swan Investment Counsel LLC 0.01% No change 4,412 $435K
Fisher Asset Management 0.00% Reduce -2.1% 4,395 $433K
Kingsview Wealth Management, LLC 0.01% Add +88.8% 4,381 $432K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% New 4,351 $429K
Farringdon Capital, Ltd. 0.11% Reduce -30.9% 4,324 $426K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.2% 4,323 $426K
J.W. Cole Advisors, Inc. 0.01% Add +10.4% 4,313 $425K
Savant Capital, LLC 0.00% Add +6.1% 4,288 $422K
Chicago Partners Investment Group LLC 0.01% Add +7.6% 4,160 $421K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.8% 4,259 $420K
APG Asset Management US Inc. 0.00% No change 4,209 $416K
Fieldview Capital Management, LLC 0.07% New 4,173 $411K
Guyasuta Investment Advisors Inc. 0.02% No change 4,133 $407K
Vestcor Inc 0.01% No change 4,135 $407K
Ostrum Asset Management 0.02% Reduce -3.0% 4,117 $406K
Cim Investment Management Inc. 0.11% Reduce -1.0% 4,115 $405K
William B. Walkup & Associates, Inc. 0.21% Add +0.9% 4,074 $401K
Applied Finance Capital Management, LLC 0.03% Reduce -17.3% 4,040 $398K
Jacobs & Co. 0.04% Reduce -17.8% 4,009 $394K
Ossiam 0.01% Reduce -12.3% 3,977 $392K
Carnegie Lake Advisors LLC 0.15% No change 3,972 $391K
Gateway Investment Advisers LLC 0.00% Reduce -24.6% 3,949 $389K
Connecticut Wealth Management, LLC 0.02% No change 3,937 $388K
TD Waterhouse Canada Inc. 0.00% Add +2006.5% 3,897 $385K
Duncker Streett & Co. Inc. 0.07% No change 3,906 $385K
Cobblestone Capital Advisors LLC 0.02% Add +2.5% 3,903 $384K
Pflug Koory, LLC 0.18% Reduce -0.8% 3,834 $378K
Aristotle Capital Management, LLC 0.00% No change 3,833 $378K
MAI Capital Management 0.00% Add +24.8% 3,813 $376K
MUFG Securities EMEA plc 0.01% Add +547.1% 3,792 $374K
Skylands Capital, LLC 0.05% Reduce -84.2% 3,761 $370K
Shell Asset Management Co. 0.04% Reduce -28.8% 3,756 $370K
Roman Butler Fullerton & Co. 0.10% Reduce -4.2% 3,685 $367K
Boltwood Capital Management 0.10% Add +0.9% 3,722 $367K
Mgo One Seven LLC 0.01% Reduce -0.2% 3,708 $365K
Allworth Financial LP 0.00% Add +17.9% 3,676 $362K
McMorgan & Co. LLC 0.06% Add +1.4% 3,648 $359K
Intrust Bank NA 0.03% New 3,597 $354K
GAMMA Investing LLC 0.02% Add +39.2% 3,594 $354K
Eastern Bank 0.01% Add +1.1% 3,580 $353K
Nicolet Advisory Services, LLC 0.03% Reduce -4.9% 3,535 $350K
Quest Investment Management LLC 0.04% Reduce -50.4% 3,551 $350K
Personal Cfo Solutions, LLC 0.06% Add +17.0% 3,476 $342K
Foster & Motley Inc. 0.02% Add +47.2% 3,467 $342K
Ballentine Partners, LLC 0.00% Reduce -6.8% 3,399 $335K
Two Sigma Investments, LP 0.00% New 3,393 $334K
Rothschild Investment LLC 0.02% Reduce -35.5% 3,380 $333K
Money Concepts Capital Corp. 0.02% Reduce -5.4% 3,367 $332K
Prudential PLC 0.00% No change 3,354 $330K
Evercore Wealth Management, LLC 0.00% No change 3,342 $329K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +1.7% 3,338 $329K
New Wave Wealth Advisors LLC 0.13% Add +35.9% 3,303 $326K
Ferguson Wellman Capital Management, Inc. 0.01% No change 3,301 $325K
one8zero8, LLC 0.07% Reduce -7.0% 3,300 $325K
North Star Asset Management Inc. 0.01% Reduce -8.8% 3,265 $322K
Montanova Capital, LLC 0.01% No change 3,260 $321K
Western Wealth Management, LLC 0.02% Add +0.5% 3,251 $320K
Nixon Peabody Trust Co. 0.02% No change 3,250 $320K
Tred Avon Family Wealth, LLC 0.11% — 3,207 $316K
Argent Trust Co 0.01% Reduce -19.8% 3,174 $313K
Park Edge Advisors, LLC 0.07% No change 3,171 $312K
Cornerstone Wealth Group, LLC 0.02% Add +1.2% 3,154 $311K
Alan B Lancz & Associates, Inc. 0.28% Add +26.0% 3,150 $310K
Jump Financial, LLC 0.00% New 3,149 $310K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.3% 3,144 $310K
LGT Fund Management Co Ltd. 0.02% Add +18.4% 3,111 $308K
Bar Harbor Wealth Management 0.02% Reduce -12.7% 3,120 $307K
Leonteq Securities AG 0.02% Reduce -82.9% 3,109 $306K
Burns J W & Co. Inc. 0.03% Reduce -3.2% 3,064 $302K
Boothbay Fund Management, LLC 0.01% New 3,041 $300K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.1% 2,968 $299K
HighPoint Advisor Group LLC 0.01% New 3,019 $297K
Community Bank, N.A. 0.04% Add +12.6% 3,018 $297K
NBT Bank, N.A. 0.02% Reduce -4.2% 3,016 $297K
Tema ETFs LLC 0.02% New 2,994 $295K
Pallas Capital Advisors LLC 0.01% Reduce -11.0% 2,992 $295K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.9% 2,971 $293K
Regions Financial Corp. 0.00% Reduce -7.5% 2,957 $291K
Integrated Advisors Network LLC 0.01% Add +15.2% 2,928 $288K
Net Worth Advisory Group 0.08% New 2,868 $283K
Radnor Capital Management, LLC 0.04% No change 2,841 $280K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -32.1% 3,037 $279K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -17.0% 2,828 $279K
Malaga Cove Capital, LLC 0.10% New 2,823 $278K
Stock Yards Bank & Trust Co. 0.01% Reduce -0.7% 2,821 $278K
Fox Run Management, L.L.C. 0.04% New 2,803 $276K
Tower Research Capital LLC (TRC) 0.01% Add +25.6% 2,786 $274K
CI Investments Inc. 0.00% Reduce -27.9% 2,783 $274K
Meridian Investment Counsel Inc. 0.07% Reduce -5.0% 2,780 $274K
NewEdge Advisors, LLC 0.00% Add +265.2% 2,779 $274K
Probity Advisors, Inc. 0.04% Reduce -9.7% 2,768 $273K
Highline Wealth Partners LLC 0.07% Reduce -40.4% 2,765 $272K
Cannell & Spears LLC 0.01% Reduce -3.4% 2,751 $271K
CENTRAL TRUST Co 0.01% Reduce -2.8% 2,734 $269K
Siemens Fonds Invest GmbH 0.01% Reduce -1.1% 2,727 $269K
Mesirow Financial Investment Management, Inc. 0.00% Add +5.9% 2,723 $268K
Coldstream Capital Management Inc. 0.00% New 2,718 $268K
Estabrook Capital Management 0.04% No change 2,670 $263K
Kingswood Wealth Advisors, LLC 0.02% Add +9.0% 2,644 $260K
Choate Investment Advisors 0.01% Reduce -21.9% 2,621 $258K
Canada Post Corp Registered Pension Plan 0.01% Reduce -68.9% 2,623 $258K
Apollon Wealth Management, LLC 0.00% Add +5.4% 2,615 $258K
Chapman Financial Group, LLC 0.18% Add +9.0% 2,604 $256K
Profund Advisors LLC 0.01% Add +1.1% 2,556 $252K
Aberdeen Wealth Management LLC 0.16% No change 2,554 $252K
Field & Main Bank 0.07% Reduce -1.0% 2,535 $250K
Sittner & Nelson, LLC 0.09% Reduce -2.6% 2,509 $247K
Mystic Asset Management, Inc. 0.06% Add +1.3% 2,502 $246K
Supplemental Annuity Collective Trust of NJ 0.06% No change 2,500 $246K
PKO Investment Management Joint-Stock Co 0.02% New 2,500 $246K
Peapack Gladstone Financial Corp. 0.00% No change 2,488 $245K
Integrated Wealth Concepts LLC 0.00% Reduce -34.4% 2,485 $245K
Ironwood Investment Counsel, LLC 0.04% Add +12.8% 2,474 $244K
VeraBank, N.A. 0.05% Reduce -38.1% 2,473 $244K
Rise Advisors, LLC 0.09% Add +0.5% 2,462 $243K
Krilogy Financial LLC 0.01% New 2,769 $242K
Lee Danner & Bass Inc. 0.02% No change 2,461 $242K
Perigon Wealth Management, LLC 0.00% Reduce -0.7% 2,434 $240K
Oarsman Capital, Inc. 0.03% Reduce -20.4% 2,430 $239K
Citizens Financial Group Inc. 0.00% New 2,416 $238K
Bessemer Group Inc. 0.00% Reduce -6.7% 2,390 $236K
A4 Wealth Advisors LLC 0.20% — 2,375 $234K
WealthShield Partners, LLC 0.03% No change 2,359 $232K
SYM FINANCIAL Corp 0.02% Reduce -32.0% 2,349 $231K
Fifth Third Wealth Advisors LLC 0.01% Reduce -6.1% 2,341 $231K
Hancock Whitney Corp. 0.00% Reduce -4.1% 2,335 $230K
Advisory Services Network, LLC 0.00% Reduce -1.7% 2,332 $230K
Sompo Asset Management Co., Ltd. 0.04% Reduce -0.8% 2,330 $230K
Trust Asset Management LLC 0.02% No change 2,316 $228K
Simplify Asset Management Inc. 0.00% New 2,314 $228K
Trace Wealth Advisors, LLC 0.17% No change 2,300 $227K
OneDigital Investment Advisors LLC 0.00% Reduce -3.5% 2,296 $226K
Essex Financial Services, Inc. 0.01% Reduce -3.9% 2,278 $224K
Verdence Capital Advisors LLC 0.01% New 2,163 $223K
Vantage Financial Partners, LLC 0.05% Reduce -2.4% 2,260 $223K
Sivia Capital Partners, LLC 0.06% Reduce -12.2% 2,238 $220K
denkapparat Operations GmbH 0.14% No change 2,232 $220K
King Luther Capital Management Corp. 0.00% Reduce -4.3% 2,223 $219K
Am Investment Strategies LLC 0.05% Reduce -0.3% 2,198 $217K
First Bancorp, Inc 0.12% No change 2,200 $217K
Brown Brothers Harriman & Co. 0.00% Add +23.5% 2,200 $217K
Legacy Capital Group California, Inc. 0.06% New 2,191 $216K
Lanark Financial, Inc. 0.02% Reduce -11.0% 2,190 $216K
Jane Street Group, LLC 0.00% New 2,174 $214K
Atlantic Union Bankshares Corp 0.00% Add +147.2% 2,163 $213K
GPS Wealth Strategies Group, LLC 0.02% Reduce -1.6% 2,155 $212K
Joel Isaacson & Co., LLC 0.01% New 2,136 $210K
River Wealth Advisors LLC 0.02% Reduce -8.2% 2,135 $210K
Physicians Financial Services, Inc. 0.06% New 2,129 $210K
Round Rock Advisors LLC 0.03% New 2,107 $208K
Compagnie Lombard Odier SCmA 0.00% No change 2,100 $207K
Goelzer Investment Management, Inc. 0.01% Reduce -5.1% 2,100 $207K
HORAN Wealth, LLC 0.03% New 2,075 $204K
Canandaigua National Bank & Trust Co. 0.02% New 2,074 $204K
Certified Advisory Corp 0.02% New 2,072 $204K
Waverly Advisors, LLC 0.00% New 2,067 $204K
Hilltop Holdings Inc. 0.01% New 2,064 $203K
Commerzbank Aktiengesellschaft 0.00% New 2,041 $202K
Vontobel Holding Ltd. 0.00% Reduce -24.0% 2,046 $202K
Frank, Rimerman Advisors LLC 0.01% Reduce -19.0% 2,043 $201K
Chiron Capital Management, LLC 0.17% New 2,040 $201K
Hara Capital LLC 0.12% No change 2,040 $201K
EverSource Wealth Advisors, LLC 0.01% Reduce -11.6% 2,018 $199K
Board of the Pension Protection Fund 0.19% New 2,000 $197K
Indiana Trust & Investment Management Co 0.06% No change 1,999 $197K
Westpac Banking Corp. 0.01% No change 1,920 $189K
Bayforest Capital Ltd 0.09% New 1,897 $187K
Cary Street Partners Financial LLC 0.00% Reduce -76.7% 1,882 $185K
Principal Securities, Inc. 0.00% Reduce -5.3% 1,881 $185K
Ameritas Investment Partners, Inc. 0.01% No change 1,867 $184K
Horizon Bancorp Inc. 0.09% Add +60.4% 1,836 $181K
IFP Advisors, Inc 0.00% Reduce -5.7% 1,837 $181K
Plato Investment Management Ltd 0.01% Add +2.2% 1,790 $175K
Trust Co. of Vermont 0.01% Add +2.3% 1,774 $175K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -22.4% 1,730 $171K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,700 $167K
Global Retirement Partners, LLC 0.00% Add +7.0% 1,686 $166K
Colonial Trust Co / SC 0.02% Reduce -26.1% 1,677 $165K
Covestor Ltd 0.09% Add +91.8% 1,674 $165K
First Eagle Investment Management, LLC 0.00% Reduce -65.4% 1,636 $161K
Tanglewood Legacy Advisors, LLC 0.06% No change 1,631 $161K
LRI Investments, LLC 0.01% Add +4.4% 1,605 $158K
Creative Financial Designs Inc. 0.01% Add +12.1% 1,594 $157K
CX Institutional 0.00% Add +30.5% 1,514 $149K
Boit C F David 0.07% No change 1,500 $148K
Federated Hermes, Inc. 0.00% Reduce -29.7% 1,498 $148K
Independence Bank of Kentucky 0.02% Reduce -27.1% 1,488 $147K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,465 $144K
Bokf, NA 0.00% Reduce -7.5% 1,462 $144K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.5% 1,437 $142K
Archer Investment Corp 0.03% No change 1,423 $140K
Whittier Trust Co. 0.00% Add +65.7% 1,382 $139K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +3185.4% 1,347 $133K
Murphy & Mullick Capital Management Corp 0.10% No change 1,342 $132K
Parkside Financial Bank & Trust 0.01% Reduce -1.6% 1,334 $131K
Smartleaf Asset Management LLC 0.01% Add +64.1% 1,234 $121K
Quarry LP 0.03% Add +154.1% 1,174 $116K
City State Bank 0.03% Reduce -8.0% 1,157 $114K
Private Trust Co. NA 0.01% Add +7.5% 1,154 $114K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 1,113 $110K
Johnson Financial Group, Inc. 0.00% Add +254.5% 1,067 $105K
Blue Trust, Inc. 0.00% Add +6.5% 1,015 $100K
Bruce G. Allen Investments, LLC 0.07% Reduce -7.7% 1,014 $100K
Ransom Advisory, Ltd 0.04% Reduce -35.5% 1,000 $99K
TD Private Client Wealth LLC 0.00% Add +14.0% 999 $98K
Group One Trading LLC 0.00% Reduce -40.5% 990 $98K
Harbor Investment Advisory, LLC 0.01% No change 964 $95K
Parallel Advisors, LLC 0.00% Add +43.4% 895 $88K
Transamerica Financial Advisors, LLC 0.01% Add +43250.0% 867 $86K
Crowley Wealth Management, Inc. 0.06% Add +2.0% 816 $80K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.5% 805 $79K
Citizens National Bank Trust Department 0.01% No change 800 $79K
TCTC Holdings, LLC 0.00% Reduce -5.7% 800 $79K
Manchester Capital Management LLC 0.01% Add +1.1% 797 $79K
Caitong International Asset Management Co., Ltd 0.05% Add +449.6% 786 $77K
Westside Investment Management, Inc. 0.01% Add +214.3% 770 $76K
Harbour Investments, Inc. 0.00% Add +30.0% 758 $75K
Signaturefd, LLC 0.00% Reduce -27.4% 743 $73K
FNY Investment Advisers, LLC 0.02% Add +6.5% 735 $72K
Palisade Asset Management, LLC 0.01% New 714 $70K
Cromwell Holdings LLC 0.04% Add +268.6% 693 $68K
LOM Asset Management Ltd 0.02% Add +28.9% 683 $67K
Evermay Wealth Management LLC 0.01% No change 678 $67K
Oakworth Capital, Inc. 0.00% Add +182.9% 679 $67K
TFC Financial Management, Inc. 0.01% Add +0.8% 676 $67K
Boyd Watterson Asset Management LLC 0.02% No change 675 $66K
Costello Asset Management, INC 0.02% Reduce -76.8% 665 $66K
Glen Eagle Advisors, LLC 0.01% Add +67.4% 663 $65K
MPWM Advisory Solutions, LLC 0.04% New 661 $65K
True Wealth Design, LLC 0.02% Add +36.8% 640 $63K
Salem Investment Counselors Inc. 0.00% Reduce -1.1% 623 $62K
DT Investment Partners, LLC 0.01% No change 610 $60K
Sarver Vrooman Wealth Advisors 0.04% No change 602 $59K
Kimelman & Baird, LLC 0.00% No change 600 $59K
Geneos Wealth Management Inc. 0.00% Reduce -15.5% 599 $59K
CYBER HORNET ETFs LLC 0.04% Add +3.5% 563 $55K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -8.3% 555 $55K
Parvin Asset Management, LLC 0.05% No change 550 $54K
Optimum Investment Advisors 0.02% No change 550 $54K
Deseret Mutual Benefit Administrators 0.02% Add +77.4% 534 $53K
Golden State Wealth Management, LLC 0.01% Reduce -8.5% 525 $52K
Acadian Asset Management LLC 0.00% No change 510 $50K
Adirondack Trust Co. 0.02% No change 500 $49K
Heartwood Wealth Advisors LLC 0.00% New 500 $49K
Clayton Financial Group LLC 0.04% New 489 $48K
Pathway Financial Advisers, LLC 0.01% New 460 $45K
Hilltop National Bank 0.01% No change 459 $45K
Ancora Advisors LLC 0.00% Add +10.0% 440 $43K
Delta Asset Management LLC 0.00% No change 430 $42K
GHP Investment Advisors, Inc. 0.00% No change 429 $42K
JFS Wealth Advisors, LLC 0.00% Add +306.7% 427 $42K
Foster Dykema Cabot & Partners, LLC 0.00% No change 425 $42K
Webster Bank, N. A. 0.00% No change 425 $42K
Sentry Investment Management LLC 0.03% Reduce -21.4% 415 $41K
Armstrong Advisory Group, Inc. 0.00% No change 407 $40K
Clean Yield Group 0.01% No change 384 $38K
Smithfield Trust Co 0.00% No change 358 $36K
Mather Group, Llc. 0.00% New 365 $36K
Essential Partners LLC 0.01% Reduce -48.5% 358 $35K
Ramirez Asset Management, Inc. 0.00% No change 350 $34K
Accredited Wealth Management, LLC 0.03% No change 343 $34K
Summit Securities Group LLC 0.01% Add +157.9% 343 $34K
Loomis Sayles & Co. L P 0.00% Add +1.9% 327 $32K
Avion Wealth 0.01% Add +1.6% 325 $32K
CoreCap Advisors, LLC 0.00% Reduce -3.9% 324 $32K
Root Financial Partners, LLC 0.00% New 314 $31K
Pinnacle Bancorp, Inc. 0.01% No change 312 $31K
Accent Capital Management, LLC 0.01% No change 307 $30K
Salomon & Ludwin, LLC 0.00% No change 295 $30K
Tacita Capital Inc 0.02% No change 300 $30K
Centennial Bank 0.01% No change 300 $30K
Piscataqua Savings Bank 0.02% No change 297 $29K
Cullen/Frost Bankers, Inc. 0.00% Add +66.7% 290 $29K
Bangor Savings Bank 0.00% No change 289 $28K
Broadwater Capital Management LLC 0.02% Reduce -98.9% 277 $27K
JNBA Financial Advisors 0.00% Reduce -36.8% 275 $27K
Key Financial Inc 0.00% Add +164.7% 262 $26K
North Star Investment Management Corp. 0.00% No change 260 $26K
Creative Capital Management Investments LLC 0.01% No change 253 $25K
Hemington Wealth Management 0.00% Add +31.4% 251 $24K
Cornerstone Planning Group LLC 0.00% Add +1733.3% 165 $24K
Washington Trust Advisors, Inc. 0.00% No change 228 $22K
Harbor Asset Planning, Inc. 0.02% No change 226 $22K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 224 $22K
Quent Capital, LLC 0.00% New 222 $22K
New England Capital Financial Advisors LLC 0.01% No change 219 $22K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -33.0% 219 $22K
CoreFirst Bank & Trust 0.01% Reduce -48.2% 215 $21K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -50.0% 200 $21K
Hopwood Financial Services, Inc. 0.01% No change 200 $20K
Kentucky Trust Co 0.01% Reduce -33.3% 200 $20K
Capital Advisors, Ltd. LLC 0.00% Add +7.7% 197 $19K
Ameriflex Group, Inc. 0.01% New 184 $18K
Spire Wealth Management 0.00% Add +108.0% 183 $18K
Financial Gravity Asset Management, Inc. 0.00% — 182 $18K
Abound Wealth Management 0.00% No change 180 $18K
Ameritas Advisory Services, LLC 0.00% Reduce -10.9% 179 $18K
Tortoise Investment Management, LLC 0.00% Add +1.7% 175 $17K
Financial Connections Group, Inc. 0.01% No change 169 $16K
2UniFi Bank 0.01% No change 161 $16K
HHM Wealth Advisors, LLC 0.00% Add +11.8% 161 $16K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -24.9% 160 $16K
Old Second National Bank of Aurora 0.00% No change 160 $16K
AdvisorNet Financial, Inc 0.00% Reduce -16.2% 160 $16K
Abich Financial Wealth Management LLC 0.01% — 156 $15K
Winch Advisory Services, LLC 0.00% No change 150 $15K
CVA Family Office, LLC 0.00% Add +35.5% 149 $15K
MTM Investment Management, LLC 0.00% No change 148 $15K
Corsicana & Co. 0.01% — 146 $14K
Addison Advisors LLC 0.00% No change 140 $14K
Steph & Co. 0.00% Add +8.7% 138 $14K
ORG Partners LLC 0.00% Add +9.8% 134 $13K
Medallion Wealth Advisors, LLC 0.00% Reduce -33.0% 132 $13K
Kelleher Financial Advisors 0.00% New 132 $13K
Proffitt & Goodson Inc. 0.00% New 132 $13K
Valley National Advisers Inc. 0.00% Add +0.8% 132 $13K
Tower View Wealth Management LLC 0.01% No change 130 $13K
Versant Capital Management, Inc 0.00% Add +306.3% 130 $13K
Tompkins Financial Corp. 0.00% Reduce -43.5% 130 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 127 $13K
Bank of New Hampshire 0.00% No change 125 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 123 $12K
Coston, McIsaac & Partners 0.00% No change 124 $12K
Hantz Financial Services, Inc. 0.00% Add +320.7% 122 $12K
S&T Bank 0.00% No change 120 $12K
Crewe Advisors LLC 0.00% No change 120 $12K
Bogart Wealth, LLC 0.00% No change 120 $12K
Painted Porch Advisors LLC 0.00% No change 116 $11K
BankPlus Trust Department 0.00% No change 112 $11K
Concord Wealth Partners 0.00% No change 111 $11K
Financial Consulate, Inc. 0.00% New 109 $11K
HFM Investment Advisors, LLC 0.00% Add +3.9% 108 $11K
DHJJ Financial Advisors, Ltd. 0.00% Add +0.9% 108 $11K
Financial Perspectives, Inc 0.00% No change 105 $10K
Plante Moran Financial Advisors, LLC 0.00% No change 103 $10K
Tradewinds Capital Management, LLC 0.00% No change 103 $10K
Prestige Wealth Management Group LLC 0.00% Reduce -14.9% 103 $10K
Cheviot Value Management, LLC 0.00% No change 100 $10K
Aspect Partners, LLC 0.00% No change 102 $10K
Pittenger & Anderson Inc. 0.00% No change 102 $10K
WFA of San Diego, LLC 0.01% No change 100 $10K
VSM Wealth Advisory, LLC 0.00% No change 100 $10K
Mascoma Wealth Management LLC 0.00% No change 100 $10K
Nvwm, LLC 0.00% Reduce -4.8% 100 $10K
ESL Trust Services, LLC 0.00% No change 100 $10K
1620 Investment Advisors, Inc. 0.01% No change 98 $10K
High Note Wealth, LLC 0.00% No change 98 $10K
Red Tortoise LLC 0.00% No change 95 $9K
Country Trust Bank 0.00% New 93 $9K
Albion Financial Group 0.00% No change 90 $9K
SBI Securities Co., Ltd. 0.00% Reduce -2.4% 82 $8K
McIlrath & Eck, LLC 0.00% No change 82 $8K
Millstone Evans Group, LLC 0.01% Reduce -29.8% 80 $8K
Peoples Financial Services Corp. 0.00% No change 80 $8K
Flagship Wealth Advisors, LLC 0.00% No change 80 $8K
Caldwell Trust Co 0.00% No change 80 $8K
Evelyn Partners Investment Management LLP 0.00% No change 80 $8K
Grove Bank & Trust 0.00% Reduce -9.5% 76 $7K
Frazier Financial Advisors, LLC 0.00% No change 74 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 74 $7K
Global X Japan Co., Ltd. 0.00% Reduce -19.1% 72 $7K
GW&K Investment Management, LLC 0.00% Reduce -29.2% 68 $7K
CNB Bank 0.00% Reduce -67.8% 69 $7K
Private Wealth Management Group, LLC 0.00% Reduce -10.7% 67 $7K
Asset Dedication, LLC 0.00% No change 66 $7K
Grey Fox Wealth Advisors, LLC 0.00% New 65 $6K
Team Financial Group, LLC 0.00% No change 65 $6K
Scarborough Advisors, LLC 0.00% No change 62 $6K
Consultiva Wealth Management, Corp. 0.02% No change 61 $6K
Fortitude Family Office, LLC 0.00% Add +52.6% 58 $6K
WPG Advisers, LLC 0.00% Add +124.0% 56 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 56 $6K
Tripletail Wealth Management, LLC 0.01% New 55 $5K
ROSS\JOHNSON & Associates LLC 0.10% No change 55 $5K
Curat Global, LLC 0.01% No change 55 $5K
Meeder Asset Management Inc. 0.00% Reduce -1.8% 55 $5K
Sachetta, LLC 0.00% Add +420.0% 52 $5K
Affinity Wealth LLC 0.00% No change 52 $5K
Cape Investment Advisory, Inc. 0.00% Reduce -2.0% 50 $5K
Fortis Group Advisors, LLC 0.00% No change 50 $5K
Sunbelt Securities, Inc. 0.00% New 50 $5K
Hollencrest Capital Management 0.00% No change 50 $5K
KERR FINANCIAL PLANNING Corp 0.01% — 54 $5K
Avalon Trust Co 0.00% New 48 $5K
FSA Wealth Management LLC 0.00% No change 45 $4K
Princeton Global Asset Management LLC 0.00% No change 45 $4K
1 North Wealth Services LLC 0.00% No change 44 $4K
Howard Hughes Medical Institute 0.00% No change 43 $4K
Bell Investment Advisors, Inc 0.00% Reduce -23.6% 42 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 41 $4K
Capital Analysts, LLC 0.00% Add +2.3% 44 $4K
Maryland Capital Advisors Inc. 0.00% No change 40 $4K
Main Street Group, LTD 0.00% No change 40 $4K
IAG Wealth Partners, LLC 0.00% No change 40 $4K
Heritage Wealth Advisors 0.00% No change 40 $4K
Security National Bank 0.00% No change 39 $4K
First Financial Corp. 0.00% No change 37 $4K
Thompson Investment Management, Inc. 0.00% No change 35 $3K
Financial Network Wealth Advisors LLC 0.00% No change 33 $3K
Navigoe, LLC 0.00% No change 40 $3K
Cloud Capital Management, LLC 0.00% New 32 $3K
SOA Wealth Advisors, LLC. 0.00% No change 30 $3K
Center for Financial Planning, Inc. 0.00% No change 30 $3K
SouthState Bank Corp 0.00% No change 30 $3K
Hoese & Co LLP 0.00% No change 30 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 29 $3K
Marquette Asset Management, LLC 0.00% New 28 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 27 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +19.1% 25 $3K
Wolff Wiese Magana LLC 0.00% No change 25 $2K
Physician Wealth Advisors, Inc. 0.00% New 24 $2K
PFS Partners, LLC 0.00% No change 21 $2K
Barrett & Company, Inc. 0.00% No change 20 $2K
Strategic Investment Solutions, Inc. 0.00% No change 20 $2K
Nova Wealth Management, Inc. 0.00% No change 19 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 18 $2K
Zions Bancorporation, National Association 0.00% Reduce -82.7% 17 $2K
WealthCollab, LLC 0.00% New 15 $1K
Toth Financial Advisory Corp. 0.00% New 15 $1K
Rialto Wealth Management, LLC 0.00% Reduce -66.7% 14 $1K
Principia Wealth Advisory, LLC 0.00% Add +18.2% 13 $1K
Kilter Group LLC 0.00% New 13 $1K
Clearstead Trust, LLC 0.00% No change 12 $1K
SJS Investment Consulting Inc. 0.00% Add +500.0% 12 $1K
MV Capital Management, Inc. 0.00% Reduce -52.0% 12 $1K
N.E.W. Advisory Services LLC 0.00% No change 12 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -33.3% 12 $1K
Sound Income Strategies, LLC 0.00% No change 12 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +83.3% 11 $1K
Tsfg, LLC 0.00% No change 10 $1K
Penserra Capital Management LLC 0.00% Reduce -99.6% 18 $1K
Activest Wealth Management 0.00% Add +0.0% 10 $985
Hughes Financial Services, LLC 0.00% No change 11 $976
Turning Point Benefit Group, Inc. 0.00% New 8 $790
Horizon Financial Services, LLC 0.00% No change 8 $788
Guerra Advisors Inc 0.00% New 8 $788
Raffa Wealth Management, LLC 0.00% No change 6 $591
WestEnd Advisors, LLC 0.00% Reduce -33.3% 6 $591
Dunhill Financial, LLC 0.00% Reduce -42.9% 4 $436
Collier Financial 0.00% — 4 $395
Nalls Sherbakoff Group, LLC 0.00% No change 4 $394
Seneschal Advisors, LLC 0.00% New 4 $394
Wealth Watch Advisors, INC 0.00% New 4 $394
Strengthening Families & Communities, LLC 0.00% No change 4 $394
American Capital Advisory, LLC 0.00% No change 3 $296
Quest 10 Wealth Builders, Inc. 0.00% No change 3 $271
Davis Capital Management 0.00% — 2 $197
Winnacle Wealth LLC 0.00% New 1 $99
Measured Wealth Private Client Group, LLC 0.00% New 1 $99
CKW Financial Group 0.00% No change 5 $0

"% of holder's portfolio" is ZBH's weight in each manager's 13F, not the share of Zimmer Biomet Holdings Inc. the manager owns.