Zimmer Biomet HoldingsZBH

13F holders, Q2 2026 (June 30)
911holders −7
79new positions
87sold out
11famous investors
$85.94avg. 13F price*

At the end of Q2 2026, 911 institutions reported holding Zimmer Biomet Holdings Inc. (ZBH) in their 13F filings, down 7 from Q1 2026. 79 opened new positions and 87 sold out. The largest holders were Dodge & Cox ($2.1B), BlackRock, Inc. ($1.3B) and Harris Associates (Oakmark Funds) ($1.1B). 11 famous investors held it, including Bill Nygren (1.5% of Harris Associates (Oakmark Funds)'s portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Ken Griffin (0.2% of Citadel Advisors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions79$311.0M
Exits87$109.5M

All 13F filers, Q1 2026 → Q2 2026: 20,953,850 shares bought and 15,921,256 shares sold, net +5,032,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 911 holders

Dodge & Cox 1.09% Add +2.5% 24,124,735 $2.1B
BlackRock, Inc. 0.02% Add +1.8% 15,614,847 $1.3B
Harris Associates (Oakmark Funds) 1.46% Reduce -1.7% 12,738,025 $1.1B
Vanguard Capital Management LLC 0.02% Reduce -1.2% 12,634,937 $1.1B
Capital International Investors 0.22% Add +33.6% 12,183,614 $1.0B
State Street Corp. 0.02% Add +0.6% 8,877,171 $766.3M
Vanguard Portfolio Management LLC 0.03% Reduce -2.4% 8,441,747 $726.7M
Geode Capital Management, LLC 0.02% Reduce -0.6% 5,349,223 $458.7M
T. Rowe Price Associates Inc. 0.04% Reduce -40.0% 4,797,157 $413.0M
Invesco Ltd. 0.03% Add +10.4% 3,979,860 $342.6M
Primecap Management Co. 0.19% Reduce -2.3% 3,816,680 $328.6M
Van Eck Associates Corp. 0.19% Reduce -7.0% 3,501,654 $301.5M
Citadel Advisors 0.17% Add +152.2% 3,477,472 $299.4M
Hotchkis & Wiley Capital Management LLC 0.69% Reduce -1.1% 2,761,429 $237.7M
UBS Group AG 0.04% Add +100.9% 2,758,615 $237.5M
American Century Companies Inc. 0.10% Reduce -30.8% 2,744,463 $236.3M
Morgan Stanley 0.01% Add +27.7% 2,591,503 $223.1M
Bank of America Corp. 0.01% Add +40.5% 2,177,724 $187.5M
Northern Trust Corp. 0.02% Reduce -2.9% 1,965,052 $169.2M
Dimensional Fund Advisors LP 0.03% Reduce -11.9% 1,958,313 $168.7M
Equity Investment Corp. 2.76% Reduce -3.6% 1,681,360 $144.7M
Norges Bank 0.01% — 1,587,431 $136.7M
Arrowstreet Capital, Limited Partnership 0.06% Add +41.5% 1,562,139 $134.5M
Legal & General Group Plc 0.03% Reduce -4.7% 1,465,529 $126.2M
Manufacturers Life Insurance Company, The 0.10% Reduce -3.1% 1,458,259 $125.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -0.9% 1,457,553 $125.5M
Vestal Point Capital, LP 2.82% Add +636.8% 1,400,000 $120.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.6% 1,377,103 $118.6M
Thrivent Financial for Lutherans 0.19% Add +0.3% 1,256,690 $108.2M
Holocene Advisors, LP 0.23% Add +98.3% 1,177,461 $101.4M
Victory Capital Management Inc. 0.06% Add +0.9% 1,150,725 $99.1M
Bank of New York Mellon Corp 0.02% Reduce -8.3% 1,113,025 $95.8M
Vanguard Fiduciary Trust Co. 0.02% Reduce -2.4% 1,086,170 $93.5M
Ameriprise Financial Inc. 0.02% Add +12.3% 1,040,975 $89.6M
Goldman Sachs Group Inc. 0.01% Reduce -11.0% 968,628 $83.4M
Toronto Dominion Bank 0.14% Add +1531.3% 947,731 $81.6M
Woodline Partners LP 0.25% Add +1185.8% 942,300 $81.1M
Deutsche Bank AG 0.02% Add +9.6% 923,552 $79.5M
Point72 Asset Management 0.12% New 879,851 $75.7M
Raymond James Financial Inc. 0.02% Add +13.5% 866,170 $74.6M
JPMorgan Chase & Co. 0.00% Reduce -1.5% 815,914 $74.4M
Sound Shore Management Inc 2.11% Reduce -24.5% 794,602 $68.4M
Causeway Capital Management LLC 0.74% Reduce -2.4% 788,810 $67.9M
Quantinno Capital Management LP 0.07% Add +82.3% 722,139 $62.2M
Amundi 0.01% Add +28.8% 719,279 $61.9M
Boston Partners 0.05% Add +24.6% 709,202 $61.1M
Meridiem Capital Partners LP 2.53% New 638,555 $55.0M
Thompson Siegel & Walmsley LLC 0.98% Add +5.8% 633,288 $54.5M
Shapiro Capital Management LLC 3.16% Reduce -7.1% 605,411 $52.1M
Bank of Montreal 0.02% Add +341.4% 573,449 $49.4M
Magellan Asset Management Ltd 1.10% Add +3.6% 570,409 $49.1M
Barclays PLC 0.02% Add +33.4% 568,690 $49.0M
Swiss National Bank 0.02% Reduce -6.1% 546,000 $47.0M
Boston Trust Walden Corp 0.34% Reduce -9.6% 518,113 $44.6M
Rhumbline Advisers 0.03% Add +1.6% 492,458 $42.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +6.2% 482,055 $41.5M
Douglas Lane & Associates, LLC 0.56% Add +0.6% 477,780 $41.1M
Nuveen, LLC 0.01% Reduce -52.5% 474,927 $40.9M
Vanguard Global Advisers, LLC 0.02% Reduce -3.3% 444,616 $38.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -6.8% 444,533 $38.3M
Wilsey Asset Management Inc. 5.33% Add +4.7% 421,867 $36.3M
HSBC Holdings PLC 0.02% Add +16.3% 413,195 $35.4M
First Trust Advisors LP 0.02% Add +2.1% 395,884 $34.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +10.9% 391,174 $33.7M
BNP Paribas Financial Markets 0.02% Reduce -5.3% 385,583 $33.2M
Canada Pension Plan Investment Board 0.02% New 378,010 $32.5M
AQR Capital Management 0.01% Add +12.2% 367,365 $31.3M
California Public Employees Retirement System 0.02% Reduce -21.7% 358,906 $30.9M
Franklin Resources Inc. 0.01% Reduce -93.6% 349,122 $30.1M
Lido Advisors, LLC 0.10% Reduce -2.0% 317,049 $27.4M
Defilade Capital Management, L.P. 3.66% Reduce -45.2% 317,426 $27.3M
California State Teachers Retirement System 0.02% Reduce -7.1% 311,602 $26.8M
Envestnet Asset Management Inc. 0.01% Add +4.0% 308,571 $26.6M
Royal Bank of Canada 0.00% Reduce -4.5% 305,507 $26.3M
Alberta Investment Management Corp 0.16% New 297,894 $25.6M
Eubel Brady & Suttman Asset Management Inc. 3.26% Reduce -0.9% 297,344 $25.6M
CapitalatWork S.A. 0.64% Reduce -9.2% 297,000 $25.6M
Minneapolis Portfolio Management Group, LLC 2.39% Add +2.5% 292,799 $25.2M
DekaBank Deutsche Girozentrale 0.04% No change 276,974 $25.0M
Citigroup Inc. 0.01% Add +33.2% 258,982 $22.3M
Parkman Healthcare Partners LLC 2.06% Reduce -13.7% 232,557 $20.0M
Jones Financial Companies LLLP 0.01% Reduce -6.4% 213,751 $19.9M
National Bank of Canada 0.02% Add +5.9% 229,490 $19.8M
GAMCO Investors 0.18% Reduce -1.1% 228,658 $19.7M
South Dakota Investment Council 0.34% Add +21.4% 227,685 $19.6M
Alliancebernstein L.P. 0.01% Reduce -8.7% 214,937 $19.4M
Millennium Management 0.01% New 222,065 $19.1M
Sei Investments Co. 0.02% Reduce -46.5% 220,565 $19.0M
SG Americas Securities, LLC 0.01% Add +139.2% 217,818 $18.8M
Principal Financial Group Inc. 0.01% Reduce -3.0% 214,236 $18.4M
National Pension Service 0.01% Add +3.2% 199,437 $17.2M
Moore Capital Management, LP 0.40% New 198,642 $17.1M
Capital International, Inc. 0.11% Add +9.2% 183,159 $15.8M
St Germain D J Co. Inc. 0.56% Add +3.2% 182,059 $15.7M
ExodusPoint Capital Management, LP 0.14% Add +87.3% 180,884 $15.6M
LSV Asset Management 0.03% Add +1001.6% 180,659 $15.6M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.0% 179,047 $15.4M
Invenomic Capital Management LP 0.92% Add +5.3% 178,691 $15.4M
Wells Fargo & Company 0.00% Reduce -0.5% 178,591 $15.4M
Eurizon Capital SGR S.p.A. 0.04% Reduce -1.9% 175,862 $15.1M
Aviva PLC 0.02% Add +1.2% 165,942 $14.3M
Easterly Investment Partners LLC 0.71% Add +112.8% 161,354 $13.9M
M&G PLC 0.07% Add +11.6% 157,963 $13.6M
QSM Asset Management Ltd 6.84% No change 154,375 $13.2M
New York State Teachers Retirement System 0.02% Reduce -4.8% 152,991 $13.2M
Handelsbanken Fonder AB 0.04% Add +22.7% 152,064 $13.1M
Armor Advisors, L.L.C. 10.64% Add +221.4% 151,264 $13.0M
Schonfeld Strategic Advisors LLC 0.07% New 603,216 $12.7M
Mackenzie Financial Corp. 0.01% Add +44.5% 146,414 $12.6M
First National Bank of Omaha 0.35% Reduce -3.9% 140,635 $12.6M
Gabelli Funds LLC 0.08% Reduce -1.7% 144,850 $12.5M
Aberdeen Group plc 0.02% Reduce -13.5% 144,641 $12.5M
Marshall Wace, LLP 0.01% New 144,500 $12.4M
State of Wisconsin Investment Board 0.02% Add +35.2% 143,529 $12.4M
Sector Gamma As 2.66% Reduce -8.7% 142,307 $12.3M
PNC Financial Services Group, Inc. 0.01% Reduce -2.8% 141,590 $12.2M
Speece Thorson Capital Group Inc. 2.55% Reduce -2.0% 138,547 $11.9M
Danske Bank A/S 0.02% Add +2.8% 132,217 $11.4M
Northside Capital Management, LLC 0.93% Reduce -2.5% 132,214 $11.4M
Sio Capital Management, LLC 1.94% Add +109.9% 131,445 $11.3M
Neuberger Berman Group LLC 0.01% Reduce -10.2% 129,573 $11.2M
Nomura Asset Management International Inc. 0.02% Add +62.3% 128,379 $11.1M
Bellevue Group AG 0.23% Reduce -18.6% 126,707 $10.9M
KLCM Advisors, Inc. 0.87% Reduce -2.1% 125,568 $10.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.19% No change 122,735 $10.6M
State of Tennessee, Department of Treasury 0.03% Add +193.5% 121,591 $10.5M
APG Asset Management N.V. 0.03% Add +37.2% 137,510 $10.4M
Heritage Investors Management Corp. 0.29% Reduce -5.4% 120,058 $10.3M
Tredje AP-fonden 0.05% Add +45.0% 117,984 $10.2M
KLP Kapitalforvaltning As 0.03% Add +4.9% 116,544 $10.1M
CANADA LIFE ASSURANCE Co 0.02% Add +2.5% 116,429 $10.0M
Creative Planning 0.01% Add +43.3% 116,228 $10.0M
Natixis Advisors, LLC 0.01% Reduce -2.0% 114,624 $9.9M
New York State Common Retirement Fund 0.01% Reduce -4.4% 113,475 $9.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -14.5% 107,724 $9.3M
Pictet Asset Management Holding SA 0.01% Reduce -2.1% 106,379 $9.2M
Illinois Municipal Retirement Fund 0.10% Add +10.7% 105,395 $9.1M
LPL Financial LLC 0.00% Reduce -5.8% 104,852 $9.0M
Assenagon Asset Management S.A. 0.01% Add +1967.6% 102,862 $8.9M
ICICI Prudential Asset Management Co Ltd 0.97% Add +9.4% 102,799 $8.8M
Vanguard Investments Australia, Ltd. 0.02% Add +0.9% 98,607 $8.5M
Longaeva Partners L.P. 0.24% New 98,054 $8.4M
Adage Capital Partners Gp, L.L.C. 0.01% Add +70.4% 96,942 $8.3M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -4.3% 94,529 $8.1M
Allianz Asset Management GmbH 0.01% Add +326.6% 94,456 $8.1M
Cerity Partners LLC 0.01% Add +21.8% 92,933 $8.0M
Royal London Asset Management Ltd. 0.01% Add +1.2% 92,224 $7.9M
Prudential Financial Inc. 0.01% Reduce -4.5% 91,756 $7.9M
Leeward Investments, LLC - MA 0.35% Reduce -5.4% 88,975 $7.7M
Providence Capital Advisors, LLC 1.12% Add +8.7% 85,900 $7.4M
Stifel Financial Corp. 0.01% Add +23.6% 84,858 $7.3M
Asset Management One Co., Ltd. 0.02% Reduce -2.2% 83,860 $7.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -2.5% 83,113 $7.2M
Treasurer of the State of North Carolina 0.02% Reduce -2.7% 82,470 $7.1M
Russell Investments Group, Ltd. 0.01% Reduce -5.9% 79,659 $6.9M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -1.5% 79,291 $6.8M
Brandes Investment Partners, LP 0.05% Add +31.1% 77,925 $6.7M
TD Asset Management Inc 0.01% Reduce -17.1% 72,708 $6.3M
Hourglass Capital, LLC 1.22% Reduce -7.3% 72,315 $6.2M
Tudor Investment Corporation 0.03% New 71,996 $6.2M
Credit Agricole S A 0.02% Add +162.9% 71,855 $6.2M
Engineers Gate Manager LP 0.08% New 71,574 $6.2M
Nomura Asset Management Co. Ltd. 0.01% Add +0.5% 71,113 $6.1M
Blue Sparrow, LLC 0.06% New 70,500 $6.1M
St. Louis Trust Co 0.69% No change 7,954 $6.0M
Auxier Asset Management LLC 0.80% Add +0.8% 69,490 $6.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +10.2% 67,954 $5.9M
US Bancorp \de 0.01% Reduce -12.1% 67,618 $5.8M
Callan Family Office, LLC 0.11% Reduce -2.4% 66,996 $5.8M
USS Investment Management Ltd 0.02% Add +18.3% 66,794 $5.8M
Focus Partners Wealth 0.01% Reduce -51.4% 66,322 $5.7M
Storebrand Asset Management As 0.01% Add +5.3% 66,426 $5.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -28.0% 65,981 $5.7M
State of New Jersey Common Pension Fund D 0.02% Reduce -3.3% 62,977 $5.4M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce 0.0% 62,564 $5.4M
Sequoia Financial Advisors, LLC 0.03% Reduce -4.9% 61,450 $5.3M
Round Hill Asset Management 3.29% Add +63.8% 60,881 $5.2M
CIBC Bancorp USA Inc. 0.01% Reduce -13.7% 60,775 $5.2M
Public Employees Retirement System of Ohio 0.02% Reduce -4.0% 59,934 $5.2M
Gotham Asset Management 0.01% Add +12.0% 59,174 $5.1M
Resona Asset Management Co.,Ltd. 0.02% Reduce -11.6% 56,455 $4.9M
State of Michigan Retirement System 0.02% Add +2.3% 56,915 $4.9M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -25.8% 56,544 $4.9M
Gilman Hill Asset Management, LLC 0.67% Add +43.3% 55,886 $4.8M
Arizona State Retirement System 0.02% Add +3.1% 55,499 $4.8M
Czech National Bank 0.03% Add +2.0% 55,067 $4.7M
Tidal Investments LLC 0.01% Reduce -3.7% 54,376 $4.7M
Susquehanna International Group, LLP 0.00% Add +39.5% 54,040 $4.7M
Hillman Capital Management, Inc. 3.36% Reduce -3.1% 53,943 $4.6M
Lightrock Netherlands B.V. 0.91% New 53,278 $4.6M
KBC Group NV 0.01% Reduce -1.5% 53,185 $4.6M
Swedbank AB 0.00% Add +43.9% 52,365 $4.5M
Voya Investment Management LLC 0.00% Add +1.1% 51,154 $4.4M
ASR Vermogensbeheer N.V. 0.05% Add +121.2% 50,957 $4.4M
Swiss Life Asset Management Ltd 0.02% Add +15.4% 50,701 $4.4M
Two Sigma Investments, LP 0.00% Add +55.7% 49,754 $4.3M
Dean Investment Associates, LLC 0.56% Add +1.9% 49,486 $4.3M
FIL Ltd 0.00% Add +22.9% 48,825 $4.2M
Janney Montgomery Scott LLC 0.01% Add +8.4% 47,996 $4.1M
Corient Private Wealth LP 0.01% Reduce -10.4% 47,665 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +8.9% 46,629 $4.0M
IFM Investors Pty Ltd 0.03% Add +3.2% 45,881 $3.9M
CIBC Asset Management Inc 0.01% Reduce -2.9% 45,812 $3.9M
FMR LLC 0.00% Reduce -54.7% 45,686 $3.9M
Wellington Management Group LLP 0.00% Add +2.8% 45,592 $3.9M
Calamos Advisors LLC 0.02% Reduce -1.8% 44,648 $3.8M
Fifth Third Bancorp 0.01% Reduce -11.4% 44,286 $3.8M
MetLife Investment Management, LLC 0.02% Reduce -4.4% 44,259 $3.8M
Munich Reinsurance Co Stock Corp in Munich 0.08% New 43,598 $3.8M
Allianz SE 0.04% No change 43,500 $3.7M
NorthCrest Asset Manangement, LLC 0.09% Add +4.3% 40,697 $3.6M
Blackhill Capital Inc. 0.15% No change 42,079 $3.6M
Capital International Sarl 0.05% Reduce -0.9% 42,034 $3.6M
Allstate Corp. 0.04% Add +60.5% 41,929 $3.6M
Commonwealth Equity Services, LLC 0.00% Add +5.5% 41,553 $3.6M
D.A. Davidson & Co. 0.02% Add +38.0% 40,723 $3.5M
Retirement Systems of Alabama 0.01% Reduce -3.4% 40,642 $3.5M
SEB Asset Management AB 0.01% Add +1.9% 40,273 $3.5M
DNB Asset Management AS 0.01% Add +1.7% 39,746 $3.4M
State of Alaska, Department of Revenue 0.03% Reduce -7.9% 38,639 $3.3M
Walleye Capital LLC 0.02% Add +595.3% 37,861 $3.3M
Monarch Capital Management Inc. 0.75% Add +0.9% 37,714 $3.3M
Osaic Holdings, Inc. 0.00% Add +3.1% 37,418 $3.2M
Nykredit A/S 0.01% — 37,377 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.9% 74,825 $3.2M
ProShare Advisors LLC 0.00% Add +21.0% 37,088 $3.2M
Squarepoint Ops LLC 0.01% Reduce -12.4% 37,057 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -17.4% 36,890 $3.2M
Cresset Asset Management, LLC 0.01% Reduce -13.7% 36,076 $3.1M
Bridgewater Associates 0.01% Add +6.3% 36,150 $3.1M
Guggenheim Capital LLC 0.02% Reduce -5.5% 36,144 $3.1M
Mariner, LLC 0.00% Add +808.5% 35,651 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Add +5.6% 35,277 $3.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Add +10.0% 35,168 $3.0M
Arax Advisory Partners 0.02% Add +76.4% 34,980 $3.0M
Daiwa Securities Group Inc. 0.01% Add +2.9% 34,867 $3.0M
Rakuten Investment Management, Inc. 0.01% Reduce -43.1% 32,282 $2.9M
Corbyn Investment Management Inc. 1.18% Reduce -0.3% 33,944 $2.9M
Assetmark, Inc. 0.01% Add +8.6% 33,744 $2.9M
Mercer Global Advisors Inc. 0.00% Add +16.1% 33,714 $2.9M
Amalgamated Bank 0.02% Reduce -7.2% 33,698 $2.9M
Captrust Financial Advisors 0.00% Reduce -6.6% 33,251 $2.9M
Nisa Investment Advisors, LLC 0.01% Reduce -0.0% 32,909 $2.8M
Xponance LLC 0.02% Reduce -0.6% 32,875 $2.8M
Jefferies Financial Group Inc. 0.03% Add +32.1% 32,768 $2.8M
Aquatic Capital Management LLC 0.10% New 32,655 $2.8M
NEOS Investment Management LLC 0.01% Add +5.0% 32,185 $2.8M
Korea Investment CORP 0.01% Reduce -71.4% 32,146 $2.8M
Public Sector Pension Investment Board 0.01% Reduce -1.8% 31,525 $2.7M
Cohen Capital Management, Inc. 0.37% No change 31,359 $2.7M
Elo Mutual Pension Insurance Co 0.03% Reduce -26.0% 30,666 $2.6M
DCF Advisers, LLC 0.69% No change 30,500 $2.6M
Everett Harris & Co. 0.03% Reduce -51.4% 29,647 $2.6M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.7% 29,460 $2.5M
Utah Retirement Systems 0.02% Reduce -8.6% 29,394 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +6.8% 29,169 $2.5M
Uncommon Cents Investing LLC 0.54% Add +13.3% 29,023 $2.5M
New York Life Investment Management LLC 0.02% Reduce -1.9% 28,867 $2.5M
Ensign Peak Advisors, Inc 0.00% Add +8.1% 28,815 $2.5M
MML Investors Services, LLC 0.00% Add +62.7% 28,160 $2.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.01% Reduce -18.3% 27,647 $2.4M
Waverly Advisors, LLC 0.01% Add +2.0% 27,607 $2.4M
Missouri Trust & Investment Co 0.64% Add +22.4% 24,952 $2.3M
Absher Wealth Management, LLC 0.26% Reduce -4.6% 26,625 $2.3M
Nissay Asset Management Corp. /Japan 0.01% Add +1.3% 26,481 $2.3M
Cetera Investment Advisers 0.00% Add +0.1% 25,814 $2.2M
Brown Advisory Inc. 0.00% Add +34.3% 25,783 $2.2M
Morningstar Investment Management LLC 0.14% No change 24,537 $2.2M
&partners 0.01% Add +18.6% 25,534 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -2.2% 25,405 $2.2M
Jupiter Topco LLC 0.00% — 25,021 $2.2M
Capital International Ltd. 0.07% No change 24,782 $2.1M
Dean Capital Management 0.77% No change 24,566 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 24,506 $2.1M
Roberts Wealth Advisors, LLC 0.48% Add +27.2% 24,436 $2.1M
Blume Capital Management, Inc. 0.31% New 24,150 $2.1M
D. E. Shaw & Co. 0.00% Add +163.7% 24,120 $2.1M
Oregon Public Employees Retirement Fund 0.02% Add +5.3% 23,866 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% No change 22,371 $1.9M
Auto-Owners Insurance Co 0.04% No change 22,350 $1.9M
Studio Investment Management LLC 0.32% Add +4.3% 22,209 $1.9M
OP Asset Management Ltd 0.02% Add +6.5% 21,999 $1.9M
Summit Trail Advisors, LLC 0.02% Add +6.5% 21,558 $1.9M
Rafferty Asset Management, LLC 0.00% Add +39.1% 21,296 $1.8M
Nordea Investment Management AB 0.00% Add +0.2% 21,306 $1.8M
Greatmark Investment Partners, Inc. 0.20% Add +3.3% 20,731 $1.8M
Oppenheimer & Co. Inc. 0.02% Add +2.1% 20,692 $1.8M
Sanctuary Advisors, LLC 0.01% Add +8.1% 20,689 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -3.6% 20,600 $1.8M
XTX Topco Ltd 0.02% Reduce -40.8% 20,517 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -5.4% 20,006 $1.7M
Ally Financial Inc. 0.22% No change 20,000 $1.7M
HighTower Advisors, LLC 0.00% Reduce -5.3% 19,571 $1.7M
Blair William & Co. 0.00% Reduce -1.9% 18,882 $1.6M
Wesbanco Bank Inc. 0.04% Reduce -3.6% 18,598 $1.6M
HB Wealth Management, LLC 0.01% Add +7.2% 18,538 $1.6M
Logan Capital Management Inc. 0.06% — 18,500 $1.6M
Barnes Dennig Private Wealth Management LLC 1.27% Add +2.9% 18,392 $1.6M
UniSuper Management Pty Ltd 0.01% Reduce -27.2% 18,170 $1.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.9% 17,882 $1.5M
Truist Financial Corp. 0.00% Reduce -4.1% 17,824 $1.5M
Meridian Wealth Management, LLC 0.05% Add +92.1% 17,626 $1.5M
Campbell & CO Investment Adviser LLC 0.08% New 17,601 $1.5M
AlphaCore Capital LLC 0.03% Add +57.3% 17,551 $1.5M
Continental Advisors LLC 0.88% New 17,500 $1.5M
Bank of Nova Scotia 0.00% Reduce -59.8% 17,225 $1.5M
Choreo, LLC 0.02% Add +9.7% 16,879 $1.5M
Rodgers Brothers Inc. 0.14% Reduce -2.9% 16,766 $1.4M
iA Global Asset Management Inc. 0.02% New 16,289 $1.4M
Crawford Investment Counsel Inc. 0.02% Add +1.7% 15,647 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 15,585 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Add +26.4% 15,331 $1.3M
Generali Asset Management SPA SGR 0.02% No change 15,317 $1.3M
Ethic Inc. 0.02% Add +0.7% 15,256 $1.3M
Mizuho Securities USA LLC 0.02% Add +26.4% 15,146 $1.3M
Nicholas Hoffman & Company, LLC. 0.03% Reduce -1.9% 15,143 $1.3M
Gulf International Bank (UK) Ltd 0.03% Reduce -0.8% 15,080 $1.3M
Capital World Investors 0.00% Add +71.7% 15,011 $1.3M
Belpointe Asset Management LLC 0.04% Reduce -0.0% 14,871 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +43.3% 14,870 $1.3M
Skylands Capital, LLC 0.16% Add +13.8% 14,711 $1.3M
Pacer Advisors, Inc. 0.00% Reduce -98.0% 14,682 $1.3M
United Bank 0.38% Reduce -1.6% 14,621 $1.3M
Candriam S.C.A. 0.01% No change 14,531 $1.2M
Meyer Handelman Co. 0.04% Reduce -8.3% 14,455 $1.2M
Macquarie Group Ltd. 0.01% Add +5.7% 14,260 $1.2M
Pinebridge Investments LLC 0.01% New 14,084 $1.2M
Sandhill Capital Partners LLC 0.10% Reduce -0.2% 13,999 $1.2M
Heritage Trust Co 0.10% Reduce -2.1% 13,847 $1.2M
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.6% 13,841 $1.2M
Atria Investments, Inc 0.01% Add +33.7% 13,681 $1.2M
Saudi Central Bank 0.02% Add +85.2% 13,550 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +1.6% 13,510 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.1% 13,346 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -10.6% 13,288 $1.1M
M&T Bank Corp 0.00% Reduce -4.0% 13,120 $1.1M
Commerce Bank 0.00% Reduce -8.2% 12,935 $1.1M
First Western Trust Bank 0.05% Reduce -0.1% 12,635 $1.1M
Kentucky Retirement Systems 0.03% Reduce -11.4% 12,501 $1.1M
Jane Street Group, LLC 0.00% New 12,441 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +0.6% 12,354 $1.1M
Investment Management Corp of Ontario 0.01% Reduce -12.7% 12,344 $1.1M
Citizens & Northern Corp. 0.24% Add +0.4% 12,277 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -2.9% 12,095 $1.0M
Simplex Trading, LLC 0.03% Add +74.7% 12,032 $1.0M
First National Advisers, LLC 0.14% Add +1.1% 11,981 $1.0M
Pinnacle Financial Partners, Inc. 0.01% Reduce -9.6% 11,747 $1.0M
Quantitative Investment Management, LLC 0.11% New 11,712 $1.0M
Robertson Stephens Wealth Management, LLC 0.02% Reduce -8.1% 11,602 $1.0M
Dakota Wealth Management 0.02% Add +25.8% 11,554 $995K
Grandfield & Dodd, LLC 0.05% Reduce -37.8% 11,539 $993K
Kintegral Advisory, LLC 0.08% No change 11,426 $986K
Schroder Investment Management Group 0.00% Reduce -2.3% 10,743 $980K
J. Safra Sarasin Holding AG 0.01% Add +82.8% 18,974 $977K
NewEdge Wealth, LLC 0.01% Add +17.7% 11,326 $975K
Abn Amro Investment Solutions 0.01% Add +45.1% 11,245 $968K
Keybank National Association 0.00% Reduce -20.3% 11,238 $967K
Clearstead Advisors, LLC 0.01% Add +182.4% 11,189 $963K
Valeo Financial Advisors, LLC 0.02% Add +1.6% 11,176 $962K
Maryland State Retirement & Pension System 0.02% Add +13.2% 11,004 $947K
Camelot Portfolios, LLC 0.67% Reduce -10.0% 10,971 $945K
Claret Asset Management Corp 0.10% Reduce -0.5% 10,785 $929K
OMERS ADMINISTRATION Corp 0.01% Add +12.5% 10,708 $922K
Hartford Investment Management Co. 0.03% Reduce -6.3% 10,619 $914K
Employees Retirement System of Texas 0.01% No change 10,600 $913K
Associated Banc-Corp 0.02% Reduce -3.2% 10,490 $903K
Exchange Traded Concepts, LLC 0.00% Add +0.9% 10,459 $900K
Trust Co. of Toledo NA 0.07% Reduce -9.6% 10,300 $887K
Wealthspire Advisors, LLC 0.00% Add +0.9% 10,176 $876K
Malaga Cove Capital, LLC 0.28% Reduce -0.9% 10,105 $870K
Secured Retirement Advisors, LLC 0.44% Add +2.5% 9,991 $860K
Central Pacific Bank - Trust Division 0.09% No change 9,925 $854K
New Mexico Educational Retirement Board 0.02% Add +8.8% 9,922 $854K
Louisiana State Employees Retirement System 0.01% Reduce -2.0% 9,900 $852K
Brickwood Asset Management LLP 0.61% New 9,876 $850K
Legacy Financial Advisors, Inc. 0.10% Reduce -3.2% 9,603 $827K
Wealthfront Advisers LLC 0.00% Reduce -28.9% 9,430 $812K
Vident Advisory, LLC 0.01% Reduce -2.9% 9,403 $810K
Nomura Holdings Inc. 0.00% New 9,389 $808K
Financial Solutions Advisory Group, Inc. 0.10% Reduce -5.9% 9,014 $804K
Chicago Partners Investment Group LLC 0.02% Add +28.9% 8,841 $793K
Arnhold LLC 0.06% No change 9,190 $791K
Empowered Funds, LLC 0.00% Add +17.6% 9,079 $782K
Jain Global LLC 0.01% New 9,073 $781K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +63.4% 9,067 $781K
Robeco Institutional Asset Management B.V. 0.00% Add +1.5% 9,013 $776K
Caprock Group, LLC 0.01% Add +14.7% 8,982 $775K
Larson Financial Group LLC 0.02% Add +22.5% 8,953 $771K
CSM Advisors, LLC 0.02% Add +10.0% 8,884 $765K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -12.3% 8,883 $765K
McMillan Office, Inc. 0.09% No change 8,687 $748K
Brown Brothers Harriman & Co. 0.00% Add +49.3% 8,635 $743K
Bessemer Group Inc. 0.00% Add +60.7% 8,426 $726K
Brookstone Capital Management 0.01% Reduce -4.8% 8,215 $707K
Horizon Investments, LLC 0.01% Add +1.2% 8,597 $695K
Norinchukin Bank, The 0.01% Reduce -22.5% 8,034 $692K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.0% 8,003 $689K
Edgestream Partners, L.P. 0.02% Reduce -40.6% 7,995 $688K
Kestra Advisory Services, LLC 0.00% Add +1.7% 7,990 $688K
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.7% 8,131 $684K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.2% 7,941 $684K
United Capital Financial Advisors, LLC 0.00% Add +1.6% 7,602 $654K
MUFG Securities EMEA plc 0.01% Reduce -6.9% 7,572 $652K
Ossiam 0.01% Reduce -3.3% 7,550 $650K
Uhlmann Price Securities, LLC 0.02% Add +38.8% 7,525 $648K
Lowe Brockenbrough & Co. Inc. 0.03% Add +8.1% 7,521 $647K
Grace & White Inc. 0.10% No change 7,500 $646K
Empirical Finance, LLC 0.03% Add +3.2% 7,357 $633K
Romano Brothers and Company 0.06% Reduce -2.6% 7,333 $631K
CI Investments Inc. 0.00% Add +205.0% 7,304 $629K
Moody National Bank Trust Division 0.05% Add +0.8% 7,302 $629K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.4% 7,295 $628K
Fideuram Asset Management (Ireland) dac 0.01% New 7,098 $623K
Stephens Inc. 0.01% Reduce -5.8% 6,910 $620K
HUB Investment Partners, LLC 0.01% Add +187.8% 7,142 $615K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -46.2% 7,117 $613K
Private Advisor Group, LLC 0.00% Reduce -52.2% 7,013 $604K
Ramsay, Stattman, Vela & Price, Inc. 0.11% Reduce -19.4% 6,988 $602K
Erste Asset Management GmbH 0.00% Add +412.1% 6,145 $598K
Insigneo Advisory Services, LLC 0.02% Reduce -6.1% 6,903 $594K
Polymer Capital Management (US) LLC 0.09% New 6,867 $591K
Tectonic Advisors LLC 0.03% Add +1.2% 6,855 $590K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 6,839 $589K
Mediolanum International Funds Ltd 0.01% New 6,413 $585K
IMC-Chicago, LLC 0.01% Add +11.0% 6,787 $584K
Roberts Glore & Co. Inc. 0.14% Reduce -0.8% 6,742 $580K
Ar Asset Management Inc. 0.11% No change 6,700 $577K
Mairs & Power Inc. 0.01% Reduce -17.7% 6,625 $570K
DAVENPORT & Co LLC 0.00% Reduce -17.1% 6,604 $569K
Advisortrust Partners, LLC 0.19% Add +5.3% 6,509 $560K
E. Ohman J:or Asset Management AB 0.01% No change 6,506 $560K
Glenmede Trust Co. NA 0.00% Reduce -36.1% 6,489 $559K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -0.2% 6,425 $553K
Aptus Capital Advisors, LLC 0.00% Add +4.4% 6,384 $550K
Sterling Capital Management LLC 0.01% Reduce -12.4% 6,371 $548K
Counterweight Ventures, LLC 0.27% No change 6,250 $538K
Bradley Foster & Sargent Inc. 0.01% No change 6,250 $538K
Guardian Capital LP 0.01% No change 6,212 $535K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.2% 6,203 $534K
Farther Finance Advisors, LLC 0.00% Reduce -8.3% 5,993 $531K
V-Square Quantitative Management LLC 0.05% Add +5.0% 6,132 $528K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% No change 6,100 $525K
New Wave Wealth Advisors LLC 0.14% Add +40.8% 6,048 $522K
Northland Securities, Inc. 0.30% Reduce -50.0% 6,000 $517K
TD Waterhouse Canada Inc. 0.00% Reduce -48.6% 6,109 $514K
Bahl & Gaynor LLC 0.00% Reduce -0.4% 5,970 $514K
Fiduciary Trust Co 0.01% Reduce -0.2% 5,941 $511K
Intech Investment Management LLC 0.00% Reduce -31.1% 5,922 $510K
North Dakota State Investment Board 0.02% Add +1.7% 5,889 $507K
Western Wealth Management, LLC 0.02% Add +0.4% 5,838 $503K
Mufg Securities Americas Inc. 0.03% Add +6.3% 5,827 $502K
Welch Group, LLC 0.02% No change 5,550 $478K
Laurion Capital Management LP 0.04% New 5,540 $477K
Merit Financial Group, LLC 0.00% Reduce -3.6% 5,520 $475K
Savant Capital, LLC 0.00% Add +35.2% 5,369 $475K
GF Fund Management Co. LTD. 0.01% Add +1.1% 5,466 $471K
Securian Asset Management, Inc. 0.02% Reduce -2.8% 5,142 $469K
Mill Capital Management, LLC 0.03% Reduce -20.4% 5,384 $464K
Crestwood Advisors Group, LLC 0.01% Add +68.4% 5,327 $459K
TOWER TRUST & INVESTMENT Co 0.28% Reduce -18.3% 5,311 $457K
Ostrum Asset Management 0.02% Add +24.0% 5,262 $453K
Frec Markets, Inc. 0.04% New 5,258 $453K
Boothbay Fund Management, LLC 0.01% New 5,200 $448K
Peak Asset Management, LLC 0.07% New 5,192 $447K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -0.4% 5,188 $447K
Huntington National Bank 0.00% Add +4.4% 5,185 $446K
Total Clarity Wealth Management, Inc. 0.09% New 5,173 $445K
Welch & Forbes LLC 0.01% Add +1.0% 5,127 $441K
Busey Bank 0.01% No change 5,018 $432K
Wahed Invest LLC 0.04% Add +0.9% 4,985 $429K
Baker Avenue Asset Management, LP 0.01% Add +105.7% 4,961 $427K
Modera Wealth Management, LLC 0.00% Reduce -7.6% 4,943 $426K
Glenview Trust Co 0.01% Reduce -0.1% 4,888 $421K
STRS Ohio 0.00% Reduce -70.8% 4,879 $420K
Mgo One Seven LLC 0.01% Add +21.6% 4,860 $418K
First American Bank 0.02% Reduce -62.1% 4,837 $416K
Vontobel Holding Ltd. 0.00% Add +27.7% 4,830 $416K
Birch Hill Investment Advisors LLC 0.02% No change 4,792 $413K
NewEdge Advisors, LLC 0.00% Add +34.5% 4,779 $411K
Capital Group Investment Management Pte. LTD. 0.06% No change 4,777 $411K
SummitTX Capital, L.P. 0.01% New 4,730 $407K
Metis Global Partners, LLC 0.01% Reduce -16.7% 4,683 $403K
Park Avenue Securities LLC 0.00% Reduce -5.9% 4,676 $403K
HM Payson & Co. 0.01% No change 4,669 $402K
Nicolet Bankshares Inc. 0.01% Reduce -52.3% 4,467 $401K
Keynote Financial Services LLC 0.19% Reduce -5.0% 4,652 $400K
UMB Bank, n.a. 0.01% Reduce -0.6% 4,637 $399K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -23.6% 4,557 $392K
Anchor Investment Management, LLC 0.03% Reduce -25.1% 4,526 $390K
Daymark Wealth Partners, LLC 0.01% Reduce -21.5% 4,503 $388K
Asahi Life Asset Management Co., LTD. 0.22% Add +27.6% 4,475 $385K
QRG Capital Management, Inc. 0.00% Add +5.0% 4,458 $384K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 4,438 $382K
Midwest Trust Co 0.00% Reduce -0.5% 4,428 $381K
Clifford Swan Investment Counsel LLC 0.01% No change 4,412 $380K
Simplify Asset Management Inc. 0.01% Add +32.6% 4,395 $378K
EP Wealth Advisors, LLC 0.00% Add +57.7% 4,356 $375K
Certuity, LLC 0.02% Add +44.4% 4,335 $373K
Premier Path Wealth Partners, LLC 0.04% Reduce -29.6% 4,297 $370K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.5% 4,277 $368K
Meeder Advisory Services, Inc. 0.01% New 4,277 $368K
Tred Avon Family Wealth, LLC 0.11% Add +31.4% 4,262 $367K
William B. Walkup & Associates, Inc. 0.18% Add +5.0% 4,238 $365K
Sovereign's Capital Management, LLC 0.24% Reduce -76.7% 4,197 $361K
Tema ETFs LLC 0.01% Add +39.8% 4,194 $361K
Beacon Pointe Advisors, LLC 0.00% Reduce -38.7% 4,159 $358K
Vestcor Inc 0.01% No change 4,135 $356K
Steward Partners Investment Advisory, LLC 0.00% Reduce -47.2% 4,131 $356K
Summit Financial, LLC 0.00% Reduce -57.2% 4,095 $354K
Cornerstone Wealth Group, LLC 0.02% Add +6.2% 4,094 $352K
Osmosis Investment Management UK Ltd 0.02% Reduce -47.2% 4,089 $352K
Guyasuta Investment Advisors Inc. 0.02% No change 4,071 $350K
Ballentine Partners, LLC 0.00% Add +15.9% 4,070 $350K
E Fund Management Co., Ltd. 0.01% Reduce -1.0% 4,008 $345K
Snowden Capital Advisors LLC 0.01% Reduce -24.6% 3,962 $342K
Carnegie Lake Advisors LLC 0.13% No change 3,972 $342K
Scotia Capital Inc. 0.00% Reduce -29.3% 3,952 $340K
Connecticut Wealth Management, LLC 0.01% No change 3,937 $339K
S-Bank Fund Management Ltd 0.05% New 3,926 $338K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -0.3% 3,926 $338K
Duncker Streett & Co. Inc. 0.06% No change 3,906 $336K
Stoneridge Investment Partners LLC 0.22% No change 3,572 $336K
Pflug Koory, LLC 0.13% Add +0.8% 3,885 $334K
Unique Wealth Strategies, LLC 0.12% New 3,836 $330K
Aristotle Capital Management, LLC 0.00% No change 3,833 $330K
World Investment Advisors 0.01% Reduce -3.6% 3,622 $327K
Park Place Capital Corp 0.05% New 3,788 $326K
Aprio Wealth Management, LLC 0.02% Add +5.6% 3,786 $326K
Group One Trading LLC 0.01% Add +141.3% 3,781 $326K
Boltwood Capital Management 0.07% Reduce -3.7% 3,760 $324K
Lawood & Co. 0.22% No change 3,740 $322K
Canada Post Corp Registered Pension Plan 0.01% No change 3,673 $316K
Cambient Family Office, LLC 0.04% Reduce -19.8% 3,642 $314K
Westwood Holdings Group Inc. 0.00% New 3,646 $314K
Money Concepts Capital Corp. 0.01% Add +0.8% 3,640 $313K
Evolve Private Wealth, LLC 0.02% New 3,622 $313K
GAMMA Investing LLC 0.01% Add +62.2% 3,605 $310K
BLB&B Advisors, LLC 0.01% Reduce -7.8% 3,602 $310K
Alan B Lancz & Associates, Inc. 0.27% No change 3,600 $310K
Advisory Services Network, LLC 0.00% Reduce -21.7% 3,600 $310K
Blackstone Inc. 0.00% New 3,552 $306K
Hamilton Wealth, LLC 0.06% Add +40.2% 3,502 $301K
EntryPoint Capital, LLC 0.07% New 3,457 $298K
Community Bank & Trust, Waco, Texas 0.05% Reduce -1.4% 3,450 $297K
Lanark Financial, Inc. 0.02% Add +0.1% 3,428 $295K
Harbor Investment Advisory, LLC 0.02% No change 3,425 $295K
Kingsview Wealth Management, LLC 0.00% Reduce -15.0% 3,355 $289K
Prudential PLC 0.00% No change 3,354 $289K
Courier Capital LLC 0.01% Reduce -0.9% 3,302 $284K
Personal Cfo Solutions, LLC 0.04% Reduce -0.5% 3,290 $284K
Praxis Investment Management Inc. 0.01% New 3,284 $283K
Montanova Capital, LLC 0.01% No change 3,260 $281K
TCW Group Inc. 0.00% Reduce -1.1% 3,256 $280K
Perigon Wealth Management, LLC 0.00% Add +6.8% 3,251 $280K
Nixon Peabody Trust Co. 0.02% No change 3,250 $280K
Rothschild Investment LLC 0.01% Reduce -2.1% 3,230 $278K
1ST Source Bank 0.01% Reduce -9.5% 3,180 $274K
Evercore Wealth Management, LLC 0.00% No change 3,174 $273K
Tower Research Capital LLC (TRC) 0.01% Add +47.3% 3,167 $273K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.9% 3,045 $272K
Silvercrest Asset Management Group LLC 0.00% No change 3,144 $271K
Eastern Bank 0.00% No change 3,140 $270K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -16.1% 3,095 $266K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -5.4% 3,071 $265K
Kera Capital Partners, Inc. 0.03% Add +21.3% 3,053 $263K
O'shaughnessy Asset Management, LLC 0.00% Add +9.3% 3,045 $262K
Oslo Pensjonsforsikring AS 0.03% Add +49.4% 3,044 $262K
PFG Investments, LLC 0.01% New 3,028 $261K
Regions Financial Corp. 0.00% Add +0.5% 3,005 $259K
Catalyst Funds Management Pty Ltd 0.01% New 3,000 $258K
Ariel Investments 0.00% Reduce -0.5% 2,999 $258K
CX Institutional 0.01% Add +155.4% 2,999 $258K
DoubleLine ETF Adviser LP 0.11% Reduce -3.1% 2,982 $257K
Procyon Advisors, LLC 0.01% Add +7.3% 2,980 $257K
Inscription Capital, LLC 0.02% New 2,970 $256K
North Star Asset Management Inc. 0.01% No change 2,965 $255K
Bar Harbor Wealth Management 0.01% Reduce -0.2% 2,948 $254K
Sagewood Asset Management LP 0.06% New 2,934 $253K
Dara Capital Us, Inc. 0.17% Add +30.9% 2,933 $253K
J.W. Cole Advisors, Inc. 0.00% Add +0.7% 2,900 $250K
Indivisible Partners 0.01% New 2,876 $248K
Coldstream Capital Management Inc. 0.00% Reduce -31.0% 2,870 $247K
Siemens Fonds Invest GmbH 0.01% No change 2,862 $246K
NBT Bank, N.A. 0.02% Reduce -4.1% 2,800 $241K
Platform Technology Partners 0.04% New 2,794 $241K
Orion Porfolio Solutions, LLC 0.00% New 2,792 $240K
Burns J W & Co. Inc. 0.03% Reduce -3.3% 2,781 $239K
Versant Capital Management, Inc 0.02% Reduce -6.4% 2,763 $238K
Rwa Wealth Partners, LLC 0.00% Reduce -2.5% 2,739 $236K
Rice Hall James & Associates, LLC 0.01% Reduce -25.3% 2,737 $236K
Probity Advisors, Inc. 0.03% Add +0.4% 2,725 $235K
Meridian Investment Counsel Inc. 0.05% No change 2,725 $235K
180 Wealth Advisors, LLC 0.02% Add +8.2% 2,712 $234K
Foster & Motley Inc. 0.01% Reduce -10.6% 2,691 $232K
Community Bank, N.A. 0.02% No change 2,680 $231K
OpenArc Corporate Advisory, LLC 0.00% Reduce -1.6% 2,675 $230K
Estabrook Capital Management 0.03% No change 2,670 $230K
State of Wyoming 0.02% New 2,652 $228K
Radnor Capital Management, LLC 0.03% Reduce -7.0% 2,641 $227K
Twinbeech Capital LP 0.04% New 2,600 $224K
Cibc World Market Inc. 0.00% Reduce -63.2% 2,580 $222K
Sepio Capital, LP 0.01% Add +9.8% 2,575 $222K
Fifth Third Wealth Advisors LLC 0.01% Add +10.6% 2,562 $221K
Field & Main Bank 0.04% No change 2,535 $218K
PKO Investment Management Joint-Stock Co 0.02% No change 2,500 $215K
Rise Advisors, LLC 0.06% Add +0.0% 2,494 $215K
Park Edge Advisors, LLC 0.05% No change 2,479 $213K
Syon Capital LLC 0.01% New 2,447 $211K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -7.1% 2,439 $210K
Compound Planning, Inc. 0.01% Reduce -12.1% 2,430 $209K
MAI Capital Management 0.00% Reduce -4.9% 2,425 $209K
Chiron Capital Management, LLC 0.19% Add +7.1% 2,400 $207K
Arkadios Wealth Advisors 0.00% Add +3.7% 2,390 $206K
Principal Securities, Inc. 0.00% New 2,383 $205K
Sittner & Nelson, LLC 0.06% Add +0.0% 2,360 $203K
Aberdeen Wealth Management LLC 0.10% Reduce -7.7% 2,357 $203K
Hills Bank & Trust Co 0.01% Reduce -35.2% 2,293 $197K
Hantz Financial Services, Inc. 0.00% Add +118.3% 2,214 $191K
Daytona Street Capital LLC 0.14% Add +4.3% 2,085 $191K
Allworth Financial LP 0.00% Reduce -8.8% 2,209 $190K
Hara Capital LLC 0.09% No change 2,040 $176K
First Bancorp, Inc 0.07% New 2,000 $172K
Global Retirement Partners, LLC 0.00% — 1,997 $172K
CENTRAL TRUST Co 0.00% Reduce -16.4% 1,914 $165K
Atlantic Union Bankshares Corp 0.00% No change 1,861 $160K
Indiana Trust & Investment Management Co 0.04% Reduce -7.5% 1,849 $159K
TIAA Wealth Investment Management LLC 0.00% Reduce -5.3% 1,794 $155K
Plato Investment Management Ltd 0.01% No change 1,790 $153K
Harbour Investments, Inc. 0.00% Add +55.4% 1,771 $153K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,730 $149K
Westpac Banking Corp. 0.01% No change 1,729 $149K
Ameritas Investment Partners, Inc. 0.00% Reduce -4.0% 1,704 $147K
Chapman Financial Group, LLC 0.10% Reduce -18.8% 1,693 $146K
Bruce G. Allen Investments, LLC 0.09% Add +3.0% 1,659 $143K
LOM Asset Management Ltd 0.04% Add +51.1% 1,653 $142K
Tanglewood Legacy Advisors, LLC 0.05% No change 1,631 $140K
Summit Securities Group LLC 0.03% Add +133.4% 1,622 $140K
Wilmington Savings Fund Society, FSB 0.00% Reduce -16.6% 1,579 $136K
Bokf, NA 0.00% Add +8.3% 1,576 $136K
Trust Co. of Vermont 0.00% — 1,534 $132K
Signaturefd, LLC 0.00% Add +73.3% 1,523 $131K
Transamerica Financial Advisors, LLC 0.01% Reduce -41.7% 1,480 $128K
Bartlett & Co. Wealth Management LLC 0.00% Add +4.1% 1,459 $126K
Archer Investment Corp 0.02% No change 1,423 $123K
Core Capital Management & Research, inc. 0.06% — 1,169 $118K
LRI Investments, LLC 0.01% Reduce -22.4% 1,362 $117K
IFP Advisors, Inc 0.00% Reduce -1.5% 1,350 $116K
Parkside Financial Bank & Trust 0.01% Add +2.0% 1,320 $114K
Parallel Advisors, LLC 0.00% Add +65.0% 1,317 $113K
Smartleaf Asset Management LLC 0.00% No change 1,231 $112K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 1,245 $107K
Horizon Bancorp Inc. 0.05% Reduce -28.9% 1,230 $106K
Ameritas Advisory Services, LLC 0.00% New 1,178 $101K
Cornerstone National Bank & Trust Co 0.03% Reduce -61.4% 1,202 $101K
Whittier Trust Co. 0.00% Reduce -18.5% 1,126 $101K
Private Trust Co. NA 0.01% Add +7.7% 1,080 $93K
First Community Trust NA 0.04% Reduce -50.2% 1,050 $90K
City State Bank 0.02% No change 1,032 $89K
Citizens National Bank Trust Department 0.01% No change 941 $81K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +18.1% 945 $81K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -48.5% 905 $78K
Covestor Ltd 0.04% Reduce -13.7% 876 $75K
Los Angeles Capital Management LLC 0.00% No change 871 $75K
Colonial Trust Co / SC 0.01% Reduce -58.3% 860 $74K
Blue Trust, Inc. 0.00% Reduce -6.8% 832 $72K
Manchester Capital Management LLC 0.01% Reduce -4.4% 830 $71K
Federated Hermes, Inc. 0.00% Reduce -2.6% 809 $70K
Evermay Wealth Management LLC 0.01% Add +14.8% 778 $67K
Kentucky Trust Co 0.03% Add +285.0% 770 $66K
Wealth Enhancement Trust Services, Inc. 0.01% No change 770 $66K
Deseret Mutual Benefit Administrators 0.02% Reduce -1.6% 764 $66K
Hazlett, Burt & Watson, Inc. 0.02% Add +36.0% 755 $65K
Avanza Fonder AB 0.00% No change 751 $65K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.4% 688 $59K
Boyd Watterson Asset Management LLC 0.02% No change 675 $58K
Mather Group, Llc. 0.00% Reduce -11.1% 671 $58K
Oakworth Capital, Inc. 0.00% No change 663 $56K
Keating Financial Advisory Services, Inc. 0.01% Reduce -32.3% 624 $54K
EFG International AG 0.00% No change 610 $53K
Glen Eagle Advisors, LLC 0.01% Reduce -9.1% 603 $52K
Kimelman & Baird, LLC 0.00% No change 600 $52K
Murphy & Mullick Capital Management Corp 0.03% Reduce -34.6% 596 $51K
Parvin Asset Management, LLC 0.04% No change 550 $47K
CYBER HORNET ETFs LLC 0.03% Reduce -3.1% 527 $45K
TFC Financial Management, Inc. 0.00% Reduce -23.4% 514 $44K
Adirondack Trust Co. 0.01% No change 500 $43K
Acadian Asset Management LLC 0.00% No change 510 $43K
Cassaday & Co Wealth Management LLC 0.00% No change 486 $42K
Vanguard National Trust Co 0.00% No change 460 $40K
University of Texas/Texas Am Investment Management Co. 0.00% New 459 $40K
Golden State Wealth Management, LLC 0.00% Add +0.2% 457 $39K
Gen-Wealth Partners Inc 0.01% No change 445 $38K
IFG Advisory, LLC 0.00% New 435 $37K
Sarver Vrooman Wealth Advisors 0.02% Reduce -12.2% 441 $37K
Delta Asset Management LLC 0.00% No change 430 $37K
GHP Investment Advisors, Inc. 0.00% No change 429 $37K
Foster Dykema Cabot & Partners, LLC 0.00% No change 425 $37K
Webster Bank, N. A. 0.00% No change 425 $37K
Cornerstone Financial Management LLC 0.03% Add +1.2% 422 $36K
Grove Bank & Trust 0.00% No change 404 $35K
Salem Investment Counselors Inc. 0.00% Reduce -36.2% 398 $34K
Elevation Wealth Partners, LLC 0.01% Add +145.9% 386 $33K
Cullen/Frost Bankers, Inc. 0.00% Add +283.0% 383 $33K
MCF Advisors LLC 0.00% No change 380 $33K
Loomis Sayles & Co. L P 0.00% Add +64.6% 372 $32K
Smithfield Trust Co 0.00% No change 358 $32K
Armstrong Advisory Group, Inc. 0.00% No change 368 $32K
CoreCap Advisors, LLC 0.00% Add +4.1% 358 $31K
Westside Investment Management, Inc. 0.00% Add +38.4% 346 $30K
Ancora Advisors LLC 0.00% Reduce -63.3% 342 $29K
Monetary Solutions, Ltd 0.03% No change 338 $29K
Avion Wealth 0.01% Add +4.1% 330 $28K
Basepoint Wealth LLC 0.02% Reduce -17.5% 315 $27K
Pinnacle Bancorp, Inc. 0.01% No change 309 $27K
Tacita Capital Inc 0.01% No change 300 $26K
Centennial Bank 0.01% No change 300 $26K
Salomon & Ludwin, LLC 0.00% Reduce -46.4% 305 $26K
Hilton Head Capital Partners, LLC 0.01% Reduce -31.7% 297 $26K
Cromwell Holdings LLC 0.01% Add +25.3% 287 $25K
Creative Capital Management Investments LLC 0.01% Add +13.0% 286 $25K
Activest Wealth Management 0.00% New 286 $25K
MassMutual Private Wealth & Trust, FSB 0.00% Add +37.3% 265 $23K
Corsicana & Co. 0.01% Add +78.8% 261 $22K
JNBA Financial Advisors 0.00% No change 259 $22K
Piscataqua Savings Bank 0.01% Reduce -13.5% 257 $22K
Plante Moran Financial Advisors, LLC 0.00% Add +25.6% 255 $22K
Motco 0.00% New 254 $22K
Independence Bank of Kentucky 0.00% Reduce -79.5% 252 $22K
Hilltop National Bank 0.00% Reduce -45.4% 237 $20K
Institute for Wealth Management, LLC. 0.00% New 230 $20K
Global X Japan Co., Ltd. 0.00% Add +7.5% 229 $20K
Key Financial Inc 0.00% No change 227 $20K
Harbor Asset Planning, Inc. 0.01% No change 226 $19K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 224 $19K
New England Capital Financial Advisors LLC 0.00% Add +0.5% 221 $19K
True Wealth Design, LLC 0.00% Add +68.7% 221 $19K
CVA Family Office, LLC 0.00% Add +38.0% 207 $18K
Geneos Wealth Management Inc. 0.00% No change 205 $18K
Gill Capital Partners, LLC 0.00% No change 200 $17K
Cedar Mountain Advisors, LLC 0.00% No change 199 $17K
Financial Gravity Companies, Inc. 0.00% — 182 $16K
Owl Creek Wealth Partners LLC 0.00% Add +80.0% 180 $15K
TD Private Client Wealth LLC 0.00% Add +47.1% 178 $15K
Bogart Wealth, LLC 0.00% Add +29.0% 169 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 168 $14K
International Assets Investment Management, LLC 0.00% No change 171 $14K
GW&K Investment Management, LLC 0.00% Add +101.3% 161 $14K
NBH Bank 0.01% — 161 $14K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 160 $14K
SouthState Bank Corp 0.00% Add +433.3% 160 $14K
Millstone Evans Group, LLC 0.01% Add +100.0% 160 $14K
Old Second National Bank of Aurora 0.00% No change 160 $14K
Fiduciary Financial Advisors 0.00% New 162 $14K
Ares Financial Consulting, LLC 0.01% No change 152 $13K
Winch Advisory Services, LLC 0.00% No change 150 $13K
Valley National Advisers Inc. 0.00% Add +13.7% 149 $13K
Crewe Advisors LLC 0.00% Add +21.7% 146 $13K
AdvisorNet Financial, Inc 0.00% Reduce -15.0% 142 $12K
Silver Grove Financial Group, Inc. 0.01% New 138 $12K
Medallion Wealth Advisors, LLC 0.00% No change 132 $11K
Fulcrum Asset Management LLP 0.00% New 124 $11K
Tower View Wealth Management LLC 0.00% No change 130 $11K
Advocate Investing Services LLC 0.01% No change 130 $11K
Bank of New Hampshire 0.00% No change 125 $11K
S&T Bank 0.00% No change 120 $10K
JFS Wealth Advisors, LLC 0.00% Reduce -4.1% 118 $10K
SHP Wealth Management 0.00% Add +7.3% 117 $10K
HFM Investment Advisors, LLC 0.00% Add +3.6% 114 $10K
High Note Wealth, LLC 0.00% Add +15.3% 113 $10K
Concord Wealth Partners 0.00% New 112 $10K
BankPlus Trust Department 0.00% No change 112 $10K
Financial Consulate, Inc. 0.00% Reduce -2.7% 109 $9K
Asset Dedication, LLC 0.00% Add +65.2% 109 $9K
Quent Capital, LLC 0.00% Reduce -14.2% 109 $9K
DHJJ Financial Advisors, Ltd. 0.00% Add +0.9% 109 $9K
Steph & Co. 0.00% Reduce -61.4% 108 $9K
Nvwm, LLC 0.00% No change 105 $9K
Tradewinds Capital Management, LLC 0.00% No change 104 $9K
Aspect Partners, LLC 0.00% Reduce -4.6% 104 $9K
Pittenger & Anderson Inc. 0.00% No change 102 $9K
Wilkerson Advisory Group LLC 0.00% No change 100 $9K
VSM Wealth Advisory, LLC 0.00% No change 100 $9K
Mascoma Wealth Management LLC 0.00% No change 100 $9K
ESL Trust Services, LLC 0.00% No change 100 $9K
1620 Investment Advisors, Inc. 0.01% No change 98 $8K
MTM Investment Management, LLC 0.00% Reduce -33.8% 98 $8K
First Horizon Corp. 0.00% Reduce -5.9% 96 $8K
Coston, McIsaac & Partners 0.00% Reduce -24.2% 94 $8K
Ameriflex Group, Inc. 0.00% No change 92 $8K
Fortitude Family Office, LLC 0.00% Add +5.8% 91 $8K
Albion Financial Group 0.00% No change 90 $8K
Cape Investment Advisory, Inc. 0.00% New 89 $8K
Birchwood Financial Partners, Inc. 0.01% No change 88 $8K
Basecamp Wealth Advisors LLC 0.00% Reduce -40.7% 86 $7K
Kelleher Financial Advisors 0.00% Reduce -34.9% 86 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 81 $7K
Kemnay Advisory Services Inc. 0.00% Add +2.5% 81 $7K
Peoples Financial Services Corp. 0.00% No change 80 $7K
Flagship Wealth Advisors, LLC 0.00% No change 80 $7K
Tompkins Financial Corp. 0.00% No change 80 $7K
Evelyn Partners Group Ltd 0.00% — 80 $7K
Clean Yield Group 0.00% No change 78 $7K
Broadwater Capital Management LLC 0.00% No change 75 $6K
Frazier Financial Advisors, LLC 0.00% No change 74 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 74 $6K
Capital Advisors, Ltd. LLC 0.00% No change 75 $6K
North Star Investment Management Corp. 0.00% Reduce -45.5% 66 $6K
Financial Perspectives, Inc 0.00% No change 65 $6K
WealthCollab, LLC 0.00% Add +142.3% 63 $5K
JPL Wealth Management, LLC 0.00% Add +12.5% 63 $5K
Consultiva Wealth Management, Corp. 0.01% No change 61 $5K
Creative Financial Designs Inc. 0.00% Reduce -75.8% 61 $5K
Physician Wealth Advisors, Inc. 0.00% Reduce -53.6% 58 $5K
Prestige Wealth Management Group LLC 0.00% No change 57 $5K
Prosperity Bancshares Inc 0.00% No change 57 $5K
Princeton Global Asset Management LLC 0.00% Add +24.4% 56 $5K
Smallwood Wealth Investment Management, LLC 0.00% No change 56 $5K
Tripletail Wealth Management, LLC 0.01% No change 55 $5K
ROSS\JOHNSON & Associates LLC 0.07% No change 55 $5K
Private Wealth Management Group, LLC 0.00% Add +511.1% 55 $5K
KERR FINANCIAL PLANNING Corp 0.01% No change 54 $5K
Kilter Group LLC 0.00% Add +15.6% 52 $4K
Lodestone Wealth Management LLC 0.00% Reduce -7.3% 51 $4K
Westfuller Advisors, LLC 0.00% New 50 $4K
Fortis Group Advisors, LLC 0.00% No change 50 $4K
Truvestments Capital LLC 0.00% New 50 $4K
Hollencrest Capital Management 0.00% No change 50 $4K
Hughes Financial Services, LLC 0.00% Add +880.0% 49 $4K
Hurley Capital, LLC 0.00% No change 48 $4K
SBI Securities Co., Ltd. 0.00% Add +20.0% 48 $4K
Horizon Financial Services, LLC 0.00% Add +487.5% 47 $4K
Capital Analysts, LLC 0.00% No change 44 $4K
Zions Bancorporation, National Association 0.00% Reduce -35.7% 45 $4K
1 North Wealth Services LLC 0.00% No change 44 $4K
HHM Wealth Advisors, LLC 0.00% No change 44 $4K
IMG Wealth Management, Inc. 0.00% No change 43 $4K
Bullock Wealth Management Group 0.00% No change 43 $4K
Maryland Capital Advisors Inc. 0.00% — 41 $4K
Planning Strategies Inc. 0.00% — 41 $4K
Accordant Advisory Group Inc 0.00% No change 40 $3K
Hickory Point Bank & Trust 0.00% No change 40 $3K
Align Financial, LLC 0.00% No change 40 $3K
Main Street Group, LTD 0.00% No change 40 $3K
IAG Wealth Partners, LLC 0.00% No change 40 $3K
Heritage Wealth Advisors 0.00% No change 40 $3K
Cornerstone Planning Group LLC 0.00% No change 38 $3K
West Paces Advisors Inc. 0.00% New 39 $3K
First Financial Corp. 0.00% No change 37 $3K
Tounjian Advisory Partners, LLC 0.00% New 37 $3K
Continuum Advisory, LLC 0.00% New 36 $3K
Thompson Investment Management, Inc. 0.00% No change 35 $3K
Navigoe, LLC 0.00% Add +12.5% 45 $3K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -8.3% 44 $3K
Financial Network Wealth Advisors LLC 0.00% No change 33 $3K
Marshall Investment Management, LLC 0.00% New 32 $3K
Rialto Wealth Management, LLC 0.00% No change 32 $3K
Rossby Financial, LCC 0.00% Add +14.3% 32 $3K
Toews Corp. 0.00% New 31 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +30.4% 30 $3K
SOA Wealth Advisors, LLC. 0.00% No change 30 $3K
Center for Financial Planning, Inc. 0.00% No change 30 $3K
Hoese & Co LLP 0.00% No change 30 $3K
HighMark Wealth Management LLC 0.00% New 30 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 27 $2K
Wolff Wiese Magana LLC 0.00% No change 25 $2K
Spire Wealth Management 0.00% Add +56.3% 25 $2K
Beacon Financial Strategies CORP 0.00% No change 24 $2K
Dunhill Financial, LLC 0.00% Add +666.7% 23 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.0% 21 $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
Principia Wealth Advisory, LLC 0.00% Add +35.7% 19 $2K
SJS Investment Consulting Inc. 0.00% Reduce -34.5% 19 $2K
N.E.W. Advisory Services LLC 0.00% Add +58.3% 19 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 18 $2K
Gilpin Wealth Management, LLC 0.00% No change 17 $1K
Bell Investment Advisors, Inc 0.00% No change 17 $1K
MV Capital Management, Inc. 0.00% Add +21.4% 17 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 17 $1K
WPG Advisers, LLC 0.00% No change 13 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 12 $1K
FNY Investment Advisers, LLC 0.00% Reduce -93.0% 15 $1K
Tsfg, LLC 0.00% No change 10 $1K
Penserra Capital Management LLC 0.00% No change 12 $1K
Clark Wealth Partners 0.00% Add +233.3% 10 $864
Virginia Estate & Retirement Planning Advisors Inc. 0.00% No change 10 $861
Davis Capital Management 0.00% Add +350.0% 9 $775
Quaker Wealth Management, LLC 0.00% Reduce -10.0% 9 $775
1015 Capital Partners, LLC 0.00% No change 8 $689
Raffa Wealth Management, LLC 0.00% Add +14.3% 8 $689
WestEnd Advisors, LLC 0.00% No change 6 $517
Financial Management Professionals, Inc. 0.00% New 5 $432
American Capital Advisory, LLC 0.00% Reduce -61.5% 5 $431
Bare Financial Services, Inc 0.00% Reduce -54.5% 5 $430
Collier Financial 0.00% No change 4 $345
Silicon Valley Capital Partners 0.00% No change 4 $345
Elevated Capital Advisors, LLC 0.00% No change 4 $344
Arlington Trust Co LLC 0.00% No change 4 $344
DecisionPoint Financial, LLC 0.00% New 4 $337
Seneschal Advisors, LLC 0.00% Reduce -25.0% 3 $259
Montgomery Financial Services LLC 0.00% — 2 $173
IMA Advisory Services, Inc. 0.00% New 2 $173
Essential Partners LLC 0.00% No change 2 $172
Quarry LP 0.00% New 2 $172
Abound Wealth Management 0.00% Reduce -96.7% 1 $87
Measured Wealth Private Client Group, LLC 0.00% No change 1 $86
Rakuten Securities, Inc. 0.00% No change 1 $86
Compass Financial Management LLC 0.00% — 1 $86
Hanson & Doremus Investment Management 0.00% New 2 $0
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.