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DJI49,168.04-0.13%
XLE56.72-0.12%
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FTSE10,321.09-0.56%
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Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM
CUSIP 66987V109

NOVARTIS AG

392 institutions · $15.68B total · 113,699,662 shares · NVSEF

#ManagerSharesValue% of TotalPeriod
1Dodge & Cox9,014,641$1.24B7.92%2025-12-31
2PRIMECAP MANAGEMENT CO/CA/7,579,274$1.04B6.66%2025-12-31
3DIMENSIONAL FUND ADVISORS LP7,466,712$1.03B6.56%2025-12-31
4Fisher Asset Management, LLC7,465,850$1.03B6.56%2025-12-31
5LOOMIS SAYLES & CO L P4,862,110$670.3M4.27%2025-12-31
6FRANKLIN RESOURCES INC4,397,478$606.3M3.86%2025-12-31
7MORGAN STANLEY3,798,401$523.7M3.34%2025-12-31
8GQG Partners LLC3,158,122$435.4M2.77%2025-12-31
9BANK OF AMERICA CORP /DE/2,684,845$370.2M2.36%2025-12-31
10BlackRock, Inc.2,291,442$315.9M2.01%2025-12-31
11JANUS HENDERSON GROUP PLC2,213,560$305.2M1.94%2025-12-31
12GOLDMAN SACHS GROUP INC2,145,851$295.8M1.88%2025-12-31
13Cullen Capital Management, LLC2,080,796$286.9M1.83%2025-12-31
14PRINCIPAL FINANCIAL GROUP INC1,788,208$246.5M1.57%2025-12-31
15ENVESTNET ASSET MANAGEMENT INC1,782,198$245.7M1.56%2025-12-31
16SUSQUEHANNA INTERNATIONAL GROUP, LLP1,574,000$217.0M1.38%2025-12-31
17RAYMOND JAMES FINANCIAL INC1,478,134$203.8M1.30%2025-12-31
18STATE STREET CORP1,450,061$202.1M1.27%2025-12-31
19FMR LLC1,455,557$200.7M1.28%2025-12-31
20NORTHERN TRUST CORP1,451,408$200.1M1.27%2025-12-31
21RENAISSANCE TECHNOLOGIES LLC1,343,033$185.2M1.18%2025-12-31
22WELLS FARGO & COMPANY/MN1,147,750$158.2M1.00%2025-12-31
23UBS Group AG1,068,110$147.3M0.93%2025-12-31
24Chevy Chase Trust Holdings, LLC1,061,372$146.3M0.93%2025-12-31
25SCHARF INVESTMENTS, LLC962,900$132.8M0.84%2025-12-31
26EARNEST PARTNERS LLC921,396$127.0M0.81%2025-12-31
27BANK OF MONTREAL /CAN/894,594$123.3M0.78%2025-12-31
28LMR Partners LLP802,100$110.6M0.70%2025-12-31
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP787,977$108.6M0.69%2025-12-31
30MARSHALL WACE, LLP670,914$92.5M0.59%2025-12-31
31Connor, Clark & Lunn Investment Management Ltd.651,144$89.8M0.57%2025-12-31
32TRUIST FINANCIAL CORP623,522$86.0M0.54%2025-12-31
33AMERICAN CENTURY COMPANIES INC618,268$85.2M0.54%2025-12-31
34LPL Financial LLC607,748$83.8M0.53%2025-12-31
35HARDING LOEVNER LP603,387$83.2M0.53%2025-12-31
36WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC601,912$83.0M0.52%2025-12-31
37BRISTOL JOHN W & CO INC /NY/569,197$78.5M0.50%2025-12-31
38CIBC WORLD MARKET INC.528,563$72.9M0.46%2025-12-31
39CIBC Private Wealth Group LLC516,886$71.3M0.45%2025-12-31
40NewEdge Wealth, LLC505,339$69.7M0.44%2025-12-31
41Harvest Portfolios Group Inc.492,014$67.8M0.43%2025-12-31
42Corient Private Wealth LLC472,833$65.2M0.41%2025-12-31
43Clark Capital Management Group, Inc.445,689$61.4M0.39%2025-12-31
44Royal Bank of Canada444,255$61.2M0.39%2025-12-31
45CITADEL ADVISORS LLC441,200$60.8M0.38%2025-12-31
46Creative Planning425,107$58.6M0.37%2025-12-31
47ASSETMARK, INC406,231$56.0M0.35%2025-12-31
48FIRST TRUST ADVISORS LP371,761$51.3M0.32%2025-12-31
49TODD ASSET MANAGEMENT LLC364,560$50.3M0.32%2025-12-31
50Defilade Capital Management, L.P.362,816$50.0M0.31%2025-12-31
51JPMORGAN CHASE & CO350,046$48.3M0.30%2025-12-31
52SEI INVESTMENTS CO332,659$45.9M0.29%2025-12-31
53TCTC Holdings, LLC325,104$44.8M0.28%2025-12-31
54SATURNA CAPITAL CORP312,662$43.1M0.27%2025-12-31
55Quantinno Capital Management LP301,191$41.5M0.26%2025-12-31
56AMERIPRISE FINANCIAL INC300,160$41.4M0.26%2025-12-31
57O'SHAUGHNESSY ASSET MANAGEMENT, LLC300,078$41.4M0.26%2025-12-31
58Grantham, Mayo, Van Otterloo & Co. LLC299,175$41.2M0.26%2025-12-31
59CHARLES SCHWAB INVESTMENT MANAGEMENT INC289,955$40.0M0.25%2025-12-31
60Mirae Asset Global Investments Co., Ltd.279,124$38.5M0.24%2025-12-31
61COOKSON PEIRCE & CO INC268,943$37.1M0.23%2025-12-31
62BRANDES INVESTMENT PARTNERS, LP262,731$36.2M0.23%2025-12-31
63OLD MISSION CAPITAL LLC254,991$35.2M0.22%2025-12-31
64HighTower Advisors, LLC251,375$34.7M0.22%2025-12-31
65Integral Health Asset Management, LLC250,000$34.5M0.21%2025-12-31
66Midwest Trust Co249,741$34.4M0.21%2025-12-31
67MML INVESTORS SERVICES, LLC242,771$33.5M0.21%2025-12-31
68Walleye Capital LLC235,500$32.5M0.20%2025-12-31
69Tidal Investments LLC226,256$31.2M0.19%2025-12-31
70First Financial Bankshares Inc224,783$31.0M0.19%2025-12-31
71D.A. DAVIDSON & CO.219,714$30.3M0.19%2025-12-31
72Mariner, LLC219,297$30.2M0.19%2025-12-31
73STIFEL FINANCIAL CORP214,202$29.5M0.18%2025-12-31
74Martin Investment Management, LLC211,504$29.2M0.18%2025-12-31
75Focus Partners Wealth208,560$28.7M0.18%2025-12-31
76Promethos Capital, LLC224,804$28.6M0.19%2025-12-31
77Walleye Trading LLC206,100$28.4M0.18%2025-12-31
78OPPENHEIMER ASSET MANAGEMENT INC.202,709$27.9M0.17%2025-12-31
79MANAGED ASSET PORTFOLIOS, LLC198,636$27.4M0.17%2025-12-31
80US BANCORP \DE\198,261$27.3M0.17%2025-12-31
81Cerity Partners LLC194,722$26.8M0.17%2025-12-31
82WEALTH ENHANCEMENT ADVISORY SERVICES, LLC186,406$26.6M0.16%2025-12-31
83GODSEY & GIBB, INC191,084$26.3M0.16%2025-12-31
84NEW YORK STATE COMMON RETIREMENT FUND185,366$25.6M0.16%2025-12-31
85AQR CAPITAL MANAGEMENT LLC180,316$24.9M0.15%2025-12-31
86Cetera Investment Advisers178,949$24.7M0.15%2025-12-31
87CAPITAL FUND MANAGEMENT S.A.177,400$24.5M0.15%2025-12-31
88ABC ARBITRAGE SA176,749$24.4M0.15%2025-12-31
89MERCER GLOBAL ADVISORS INC /ADV156,158$24.1M0.13%2025-12-31
90JONES FINANCIAL COMPANIES LLLP172,733$23.8M0.15%2025-12-31
91Foresight Global Investors, Inc.172,083$23.7M0.15%2025-12-31
92COMMONWEALTH EQUITY SERVICES, LLC168,386$23.2M0.14%2025-12-31
93Capital Wealth Planning, LLC163,545$22.7M0.14%2025-12-31
94JANE STREET GROUP, LLC161,900$22.3M0.14%2025-12-31
95CAPTRUST FINANCIAL ADVISORS161,252$22.2M0.14%2025-12-31
96OAK ASSOCIATES LTD /OH/156,995$21.6M0.13%2025-12-31
97GRANDFIELD & DODD, LLC155,348$21.4M0.13%2025-12-31
98Optiver Holding B.V.151,590$20.9M0.13%2025-12-31
99Douglas Lane & Associates, LLC151,029$20.8M0.13%2025-12-31
100BROWN ADVISORY INC145,400$20.0M0.12%2025-12-31
101ProVise Management Group, LLC144,479$19.9M0.12%2025-12-31
102Invesco Ltd.139,716$19.3M0.12%2025-12-31
103Coleford Investment Management Ltd.133,675$18.4M0.11%2025-12-31
104&PARTNERS133,267$18.4M0.11%2025-12-31
105QRG CAPITAL MANAGEMENT, INC.133,113$18.4M0.11%2025-12-31
106Vanguard Personalized Indexing Management, LLC130,399$18.0M0.11%2025-12-31
107GW HENSSLER & ASSOCIATES LTD129,063$17.8M0.11%2025-12-31
108OSAIC HOLDINGS, INC.121,990$16.8M0.10%2025-12-31
109Qube Research & Technologies Ltd118,627$16.4M0.10%2025-12-31
110WILKINS INVESTMENT COUNSEL INC116,412$16.0M0.10%2025-12-31
111TOCQUEVILLE ASSET MANAGEMENT L.P.114,835$15.8M0.10%2025-12-31
112Hudson Bay Capital Management LP114,346$15.8M0.10%2025-12-31
113MASSACHUSETTS FINANCIAL SERVICES CO /MA/113,339$15.6M0.09%2025-12-31
114Boston Common Asset Management, LLC113,266$15.6M0.09%2025-12-31
115Edgemoor Investment Advisors, Inc.108,330$14.9M0.09%2025-12-31
116Cresset Asset Management, LLC106,832$14.7M0.09%2025-12-31
117Allspring Global Investments Holdings, LLC105,582$14.6M0.09%2025-12-31
118Callan Family Office, LLC104,847$14.5M0.09%2025-12-31
119Fiera Capital Corp102,857$14.2M0.09%2025-12-31
120 NEUBERGER BERMAN GROUP LLC100,562$13.9M0.08%2025-12-31
121ADAGE CAPITAL PARTNERS GP, L.L.C.100,188$13.8M0.08%2025-12-31
122RITHOLTZ WEALTH MANAGEMENT99,834$13.8M0.08%2025-12-31
123M&T Bank Corp98,094$13.5M0.08%2025-12-31
124SMITHBRIDGE ASSET MANAGEMENT INC/DE97,812$13.5M0.08%2025-12-31
125PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO97,521$13.4M0.08%2025-12-31
126Rockefeller Capital Management L.P.96,727$13.3M0.08%2025-12-31
127Bank of New York Mellon Corp96,585$13.3M0.08%2025-12-31
128EXENCIAL WEALTH ADVISORS, LLC95,498$13.2M0.08%2025-12-31
129Ethic Inc.93,865$12.9M0.08%2025-12-31
130American Assets Investment Management, LLC93,610$12.9M0.08%2025-12-31
131Allworth Financial LP93,025$12.8M0.08%2025-12-31
132Sanctuary Advisors, LLC91,562$12.6M0.08%2025-12-31
133Aquatic Capital Management LLC90,973$12.5M0.08%2025-12-31
134Manning & Napier Advisors LLC85,852$11.9M0.07%2025-12-31
135Matthew Goff Investment Advisor, LLC85,855$11.8M0.07%2025-12-31
136UNITED CAPITAL FINANCIAL ADVISORS, LLC85,041$11.7M0.07%2025-12-31
137BARTLETT & CO. WEALTH MANAGEMENT LLC84,499$11.6M0.07%2025-12-31
138INVESTMENT HOUSE LLC81,848$11.3M0.07%2025-12-31
139Eldred Rock Partners, LLC81,549$11.2M0.07%2025-12-31
140BLAIR WILLIAM & CO/IL81,278$11.2M0.07%2025-12-31
141ZEVIN ASSET MANAGEMENT LLC80,982$11.2M0.07%2025-12-31
142Vestmark Advisory Solutions, Inc.78,961$10.9M0.06%2025-12-31
143Pathstone Holdings, LLC77,585$10.7M0.06%2025-12-31
144Cohen Capital Management, Inc.76,613$10.6M0.06%2025-12-31
145Live Oak Private Wealth LLC76,592$10.6M0.06%2025-12-31
146NewEdge Advisors, LLC75,540$10.4M0.06%2025-12-31
147GABELLI FUNDS LLC75,500$10.4M0.06%2025-12-31
148BNP PARIBAS FINANCIAL MARKETS75,357$10.4M0.06%2025-12-31
149Altrius Capital Management Inc74,923$10.3M0.06%2025-12-31
150Franklin, Parlapiano, Turner & Welch, LLC70,511$10.2M0.06%2025-12-31
151OSTERWEIS CAPITAL MANAGEMENT INC73,196$10.1M0.06%2025-12-31
152PNC Financial Services Group, Inc.71,693$9.9M0.06%2025-12-31
153TOWER BRIDGE ADVISORS70,901$9.8M0.06%2025-12-31
154CAMDEN NATIONAL BANK70,163$9.7M0.06%2025-12-31
155DV EQUITIES, LLC69,935$9.6M0.06%2025-12-31
156D. E. Shaw & Co., Inc.69,600$9.6M0.06%2025-12-31
157CITIGROUP INC68,682$9.5M0.06%2025-12-31
158CLIFFORD SWAN INVESTMENT COUNSEL LLC67,269$9.3M0.05%2025-12-31
159Beacon Pointe Advisors, LLC66,582$9.2M0.05%2025-12-31
160Brooklyn Investment Group64,948$9.0M0.05%2025-12-31
161Laird Norton Wetherby Trust Company, LLC65,290$9.0M0.05%2025-12-31
162Geneos Wealth Management Inc.64,841$8.9M0.05%2025-12-31
163Baird Financial Group, Inc.63,205$8.7M0.05%2025-12-31
164NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO63,109$8.7M0.05%2025-12-31
165MANUFACTURERS LIFE INSURANCE COMPANY, THE61,418$8.5M0.05%2025-12-31
166WELCH & FORBES LLC61,088$8.4M0.05%2025-12-31
167QUADRANT CAPITAL GROUP LLC59,860$8.3M0.05%2025-12-31
1681832 Asset Management L.P.59,339$8.2M0.05%2025-12-31
169LOGAN CAPITAL MANAGEMENT INC58,363$8.0M0.05%2025-12-31
170Atria Investments, Inc58,266$8.0M0.05%2025-12-31
171Russell Investments Group, Ltd.57,775$8.0M0.05%2025-12-31
172FEDERATED HERMES, INC.57,389$7.9M0.05%2025-12-31
173LOCKHEED MARTIN INVESTMENT MANAGEMENT CO57,300$7.9M0.05%2025-12-31
174PINNACLE ASSOCIATES LTD57,205$7.9M0.05%2025-12-31
175Curi Capital, LLC56,904$7.8M0.05%2025-12-31
176Advisors Capital Management, LLC55,017$7.6M0.04%2025-12-31
177IEQ CAPITAL, LLC54,268$7.5M0.04%2025-12-31
178Steward Partners Investment Advisory, LLC54,261$7.5M0.04%2025-12-31
179Narwhal Capital Management53,812$7.4M0.04%2025-12-31
180KEYBANK NATIONAL ASSOCIATION/OH52,816$7.3M0.04%2025-12-31
181GLENMEDE TRUST CO NA51,706$7.1M0.04%2025-12-31
182VICTORY CAPITAL MANAGEMENT INC51,032$7.0M0.04%2025-12-31
183BROWN BROTHERS HARRIMAN & CO50,762$7.0M0.04%2025-12-31
184Glassy Mountain Advisors, Inc.50,437$7.0M0.04%2025-12-31
185Triasima Portfolio Management inc.50,175$6.9M0.04%2025-12-31
186Cardinal Capital Management49,665$6.8M0.04%2025-12-31
187WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC49,632$6.8M0.04%2025-12-31
188PITTENGER & ANDERSON INC49,020$6.8M0.04%2025-12-31
189Bleakley Financial Group, LLC48,943$6.7M0.04%2025-12-31
190Financial Gravity Asset Management, Inc.48,437$6.7M0.04%2025-12-31
191SCOTIA CAPITAL INC.47,469$6.5M0.04%2025-12-31
192Kestra Advisory Services, LLC47,356$6.5M0.04%2025-12-31
193Boston Partners47,273$6.5M0.04%2025-12-31
194SIMPLEX TRADING, LLC46,821$6.5M0.04%2025-12-31
195Archford Capital Strategies, LLC46,672$6.4M0.04%2025-12-31
196World Investment Advisors50,214$6.4M0.04%2025-12-31
197SIGNATUREFD, LLC46,629$6.4M0.04%2025-12-31
198EVERGREEN CAPITAL MANAGEMENT LLC46,245$6.4M0.04%2025-12-31
199Rathbones Group PLC46,006$6.3M0.04%2025-12-31
200FIRST MANHATTAN CO. LLC.45,906$6.3M0.04%2025-12-31
201FIRST NATIONAL BANK OF OMAHA45,117$6.3M0.03%2025-12-31
202Quadrature Capital Ltd45,069$6.2M0.03%2025-12-31
203DEUTSCHE BANK AG\44,700$6.2M0.03%2025-12-31
204NATIONAL BANK OF CANADA /FI/44,411$6.1M0.03%2025-12-31
205PEAK6 LLC44,400$6.1M0.03%2025-12-31
206Monte Financial Group, LLC44,023$6.1M0.03%2025-12-31
207Henry James International Management Inc.43,596$6.0M0.03%2025-12-31
208TRUST CO OF VERMONT43,140$5.9M0.03%2025-12-31
209Perennial Advisors, LLC42,344$5.8M0.03%2025-12-31
210Orion Porfolio Solutions, LLC42,323$5.8M0.03%2025-12-31
211Fiduciary Trust Co42,195$5.8M0.03%2025-12-31
212Sequoia Financial Advisors, LLC41,635$5.7M0.03%2025-12-31
213Lido Advisors, LLC43,234$5.7M0.03%2025-12-31
214Private Advisor Group, LLC41,078$5.7M0.03%2025-12-31
215HAMEL ASSOCIATES, INC.40,585$5.6M0.03%2025-12-31
216First Pacific Financial40,072$5.5M0.03%2025-12-31
217Squarepoint Ops LLC39,200$5.4M0.03%2025-12-31
218GREAT VALLEY ADVISOR GROUP, INC.38,951$5.4M0.03%2025-12-31
219Point72 Asset Management, L.P.38,900$5.4M0.03%2025-12-31
220MAI Capital Management38,185$5.3M0.03%2025-12-31
221FARMERS & MERCHANTS INVESTMENTS INC37,858$5.2M0.03%2025-12-31
222Spire Wealth Management37,781$5.2M0.03%2025-12-31
223Empowered Funds, LLC37,770$5.2M0.03%2025-12-31
224Caprock Group, LLC37,747$5.2M0.03%2025-12-31
225WCG Wealth Advisors LLC37,705$5.2M0.03%2025-12-31
226Naviter Wealth, LLC37,658$5.2M0.03%2025-12-31
227DAVENPORT & Co LLC37,364$5.2M0.03%2025-12-31
228SPHERA FUNDS MANAGEMENT LTD.37,000$5.1M0.03%2025-12-31
229Vise Technologies, Inc.36,277$5.0M0.03%2025-12-31
230RHUMBLINE ADVISERS36,140$5.0M0.03%2025-12-31
231China Universal Asset Management Co., Ltd.36,000$5.0M0.03%2025-12-31
232FACTORY MUTUAL INSURANCE CO35,796$4.9M0.03%2025-12-31
233MILLENNIUM MANAGEMENT LLC35,700$4.9M0.03%2025-12-31
234Crossmark Global Holdings, Inc.35,483$4.9M0.03%2025-12-31
235Quartz Partners, LLC35,382$4.9M0.03%2025-12-31
236Argent Trust Co34,978$4.8M0.03%2025-12-31
237Greenfield Seitz Capital Management, LLC34,875$4.8M0.03%2025-12-31
238AZZAD ASSET MANAGEMENT INC /ADV34,593$4.8M0.03%2025-12-31
239Timber Creek Capital Management LLC34,545$4.8M0.03%2025-12-31
240Farther Finance Advisors, LLC34,378$4.7M0.03%2025-12-31
241PRINCIPAL SECURITIES, INC.34,368$4.7M0.03%2025-12-31
242CULLEN INVESTMENT GROUP, LTD.32,897$4.7M0.02%2025-12-31
243CHOREO, LLC33,223$4.6M0.02%2025-12-31
244Cornerstone Wealth Group, LLC33,253$4.6M0.02%2025-12-31
245Vident Advisory, LLC33,066$4.6M0.02%2025-12-31
246WealthTrust Axiom LLC32,885$4.5M0.02%2025-12-31
247DAYMARK WEALTH PARTNERS, LLC32,723$4.5M0.02%2025-12-31
248TUDOR INVESTMENT CORP ET AL35,000$4.5M0.03%2025-12-31
249TD Asset Management Inc32,435$4.5M0.02%2025-12-31
250DEARBORN PARTNERS LLC32,381$4.5M0.02%2025-12-31
251BALDWIN WEALTH PARTNERS LLC/MA32,288$4.5M0.02%2025-12-31
252MGO ONE SEVEN LLC32,254$4.4M0.02%2025-12-31
253Providence Capital Advisors, LLC32,082$4.4M0.02%2025-12-31
254Choate Investment Advisors31,147$4.3M0.02%2025-12-31
255Chesley Taft & Associates LLC31,130$4.3M0.02%2025-12-31
256Advisory Services Network, LLC31,014$4.3M0.02%2025-12-31
257FIFTH THIRD BANCORP30,989$4.3M0.02%2025-12-31
258NORTHEAST INVESTMENT MANAGEMENT30,898$4.3M0.02%2025-12-31
259Pekin Hardy Strauss, Inc.30,711$4.2M0.02%2025-12-31
260Belvedere Trading LLC28,700$4.2M0.02%2025-12-31
261GREAT LAKES ADVISORS, LLC30,428$4.2M0.02%2025-12-31
262Csenge Advisory Group30,264$4.2M0.02%2025-12-31
263FRED ALGER MANAGEMENT, LLC30,164$4.2M0.02%2025-12-31
264TWO SIGMA INVESTMENTS, LP29,928$4.1M0.02%2025-12-31
265Global Retirement Partners, LLC29,730$4.1M0.02%2025-12-31
266Moors & Cabot, Inc.29,612$4.1M0.02%2025-12-31
267Northside Capital Management, LLC29,543$4.1M0.02%2025-12-31
268Merit Financial Group, LLC29,351$4.0M0.02%2025-12-31
269FORT WASHINGTON INVESTMENT ADVISORS INC /OH/29,337$4.0M0.02%2025-12-31
270MOODY LYNN & LIEBERSON, LLC29,320$4.0M0.02%2025-12-31
271PRENTISS SMITH & CO INC29,154$4.0M0.02%2025-12-31
272GREENUP STREET WEALTH MANAGEMENT LLC31,232$4.0M0.02%2025-12-31
273Tower Research Capital LLC (TRC)29,038$4.0M0.02%2025-12-31
274TD Waterhouse Canada Inc.29,022$4.0M0.02%2025-12-31
275Oxbow Advisors, LLC28,508$3.9M0.02%2025-12-31
276Haverford Trust Co28,382$3.9M0.02%2025-12-31
277Penobscot Investment Management Company, Inc.28,316$3.9M0.02%2025-12-31
278KESTRA PRIVATE WEALTH SERVICES, LLC27,909$3.8M0.02%2025-12-31
279WOODMONT INVESTMENT COUNSEL LLC27,843$3.8M0.02%2025-12-31
280EagleClaw Capital Managment, LLC27,682$3.8M0.02%2025-12-31
281Voya Investment Management LLC27,490$3.8M0.02%2025-12-31
282CWA Asset Management Group, LLC27,213$3.8M0.02%2025-12-31
283TRUSTMARK BANK TRUST DEPARTMENT26,646$3.7M0.02%2025-12-31
284Telos Capital Management, Inc.26,293$3.6M0.02%2025-12-31
285Spectrum Asset Management, Inc. (NB/CA)26,144$3.6M0.02%2025-12-31
286NAPLES GLOBAL ADVISORS, LLC26,130$3.6M0.02%2025-12-31
287CIBC Asset Management Inc26,264$3.6M0.02%2025-12-31
288Prospera Financial Services Inc25,879$3.6M0.02%2025-12-31
289ALBERT D MASON INC25,587$3.5M0.02%2025-12-31
290Forum Financial Management, LP25,365$3.5M0.02%2025-12-31
291Americana Partners, LLC24,964$3.4M0.02%2025-12-31
292DIAMOND HILL CAPITAL MANAGEMENT INC24,822$3.4M0.02%2025-12-31
293Arjuna Capital24,705$3.4M0.02%2025-12-31
294apricus wealth, LLC24,673$3.4M0.02%2025-12-31
295AXXCESS WEALTH MANAGEMENT, LLC24,651$3.4M0.02%2025-12-31
296Campbell & CO Investment Adviser LLC24,619$3.4M0.02%2025-12-31
297SHRIER WEALTH MANAGEMENT, LLC24,077$3.3M0.02%2025-12-31
298CAPITAL INSIGHT PARTNERS, LLC23,985$3.3M0.02%2025-12-31
299BLUE SQUARE ASSET MANAGEMENT, LLC23,813$3.3M0.02%2025-12-31
300CLOVERFIELDS CAPITAL GROUP, LP23,731$3.3M0.02%2025-12-31
301PATTEN & PATTEN INC/TN23,694$3.3M0.02%2025-12-31
302SIH Partners, LLLP23,676$3.3M0.02%2025-12-31
303YOUSIF CAPITAL MANAGEMENT, LLC22,714$3.3M0.01%2025-12-31
304Compound Planning, Inc.23,487$3.2M0.02%2025-12-31
305Catalyst Capital Advisors LLC23,400$3.2M0.02%2025-12-31
306SageView Advisory Group, LLC23,339$3.2M0.02%2025-12-31
307AMG National Trust Bank22,890$3.2M0.02%2025-12-31
308PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC22,754$3.1M0.02%2025-12-31
309FCA CORP /TX22,612$3.1M0.01%2025-12-31
310Third View Private Wealth, LLC22,384$3.1M0.01%2025-12-31
311MITCHELL & PAHL PRIVATE WEALTH, LLC22,349$3.1M0.01%2025-12-31
312OPPENHEIMER & CO INC22,226$3.1M0.01%2025-12-31
313UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC22,156$3.1M0.01%2025-12-31
314Arkadios Wealth Advisors22,071$3.0M0.01%2025-12-31
315AlphaCore Capital LLC21,835$3.0M0.01%2025-12-31
316HALL LAURIE J TRUSTEE21,664$3.0M0.01%2025-12-31
317FAIRFIELD, BUSH & CO.21,613$3.0M0.01%2025-12-31
318Envestnet Portfolio Solutions, Inc.21,436$3.0M0.01%2025-12-31
319Cascade Investment Advisors, Inc.21,055$2.9M0.01%2025-12-31
320Old Port Advisors20,992$2.9M0.01%2025-12-31
321DGS Capital Management, LLC20,859$2.9M0.01%2025-12-31
322Advisors Asset Management, Inc.20,783$2.9M0.01%2025-12-31
323Ballentine Partners, LLC20,595$2.8M0.01%2025-12-31
324EVOLVE PRIVATE WEALTH, LLC20,505$2.8M0.01%2025-12-31
325Perigon Wealth Management, LLC20,500$2.8M0.01%2025-12-31
326Family Management Corp20,338$2.8M0.01%2025-12-31
327Savant Capital, LLC19,982$2.8M0.01%2025-12-31
328Kathmere Capital Management, LLC19,925$2.7M0.01%2025-12-31
329Aaron Wealth Advisors LLC19,719$2.7M0.01%2025-12-31
330EVERETT HARRIS & CO /CA/19,363$2.7M0.01%2025-12-31
331Clearstead Advisors, LLC19,130$2.6M0.01%2025-12-31
332NorthCrest Asset Manangement, LLC19,122$2.6M0.01%2025-12-31
333Optimist Retirement Group LLC18,979$2.6M0.01%2025-12-31
334Patriot Financial Group Insurance Agency, LLC18,678$2.6M0.01%2025-12-31
335TRUST CO OF TOLEDO NA /OH/18,606$2.6M0.01%2025-12-31
336ELEVATION POINT WEALTH PARTNERS, LLC22,167$2.5M0.01%2025-12-31
337Coastline Trust Co18,286$2.5M0.01%2025-12-31
338MARIETTA INVESTMENT PARTNERS LLC18,237$2.5M0.01%2025-12-31
339NBT BANK N A /NY18,226$2.5M0.01%2025-12-31
340LEVEL FOUR ADVISORY SERVICES, LLC18,219$2.5M0.01%2025-12-31
341Abbot Financial Management, Inc.18,157$2.5M0.01%2025-12-31
342Abacus Wealth Partners, LLC18,094$2.5M0.01%2025-12-31
343BRADLEY FOSTER & SARGENT INC/CT18,086$2.5M0.01%2025-12-31
344INDEPENDENT INVESTORS INC17,900$2.5M0.01%2025-12-31
345Checchi Capital Advisers, LLC17,757$2.4M0.01%2025-12-31
346HUNTINGTON NATIONAL BANK17,659$2.4M0.01%2025-12-31
347BENEDICT FINANCIAL ADVISORS INC17,478$2.4M0.01%2025-12-31
348HB Wealth Management, LLC17,362$2.4M0.01%2025-12-31
349FSB PREMIER WEALTH MANAGEMENT, INC.17,219$2.4M0.01%2025-12-31
350Patten Group, Inc.17,134$2.4M0.01%2025-12-31
351Altman Advisors, Inc.17,112$2.4M0.01%2025-12-31
352Ipswich Investment Management Co., Inc.17,107$2.4M0.01%2025-12-31
353COMMERCE BANK17,090$2.4M0.01%2025-12-31
354EP Wealth Advisors, LLC16,977$2.3M0.01%2025-12-31
355Abundance Wealth Counselors16,927$2.3M0.01%2025-12-31
356New Vernon Capital Holdings II LLC16,911$2.3M0.01%2025-12-31
357JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,871$2.3M0.01%2025-12-31
358Marshall Financial Group, LLC16,859$2.3M0.01%2025-12-31
359Prime Capital Investment Advisors, LLC16,829$2.3M0.01%2025-12-31
360ROTHSCHILD INVESTMENT LLC16,783$2.3M0.01%2025-12-31
361Dynamic Advisor Solutions LLC16,555$2.3M0.01%2025-12-31
362XTX Topco Ltd16,489$2.3M0.01%2025-12-31
363Empire Financial Management Company, LLC16,484$2.3M0.01%2025-12-31
364Leo Wealth, LLC16,428$2.3M0.01%2025-12-31
365Smartleaf Asset Management LLC16,315$2.3M0.01%2025-12-31
366Palisade Asset Management, LLC16,409$2.3M0.01%2025-12-31
367REGIONS FINANCIAL CORP16,376$2.3M0.01%2025-12-31
368HEADINVEST, LLC16,332$2.3M0.01%2025-12-31
369TD PRIVATE CLIENT WEALTH LLC16,296$2.2M0.01%2025-12-31
370Quadcap Wealth Management, LLC16,255$2.2M0.01%2025-12-31
371WealthPlan Investment Management, LLC16,230$2.2M0.01%2025-12-31
372IAM Advisory, LLC16,201$2.2M0.01%2025-12-31
373Atlantic Union Bankshares Corp16,110$2.2M0.01%2025-12-31
374Aptus Capital Advisors, LLC15,936$2.2M0.01%2025-12-31
375WELLINGTON MANAGEMENT GROUP LLP15,828$2.2M0.01%2025-12-31
376NICHOLS & PRATT ADVISERS LLP /MA15,786$2.2M0.01%2025-12-31
377Ascent Wealth Partners, LLC15,656$2.2M0.01%2025-12-31
378Waverly Advisors, LLC15,647$2.2M0.01%2025-12-31
379Baker Ellis Asset Management LLC15,250$2.1M0.01%2025-12-31
380May Hill Capital, LLC15,230$2.1M0.01%2025-12-31
381Fayez Sarofim & Co15,132$2.1M0.01%2025-12-31
382U.S. Capital Wealth Advisors, LLC15,059$2.1M0.01%2025-12-31
383JOHNSON INVESTMENT COUNSEL INC14,966$2.1M0.01%2025-12-31
384Strategic Global Advisors, LLC14,873$2.1M0.01%2025-12-31
385Gradient Investments LLC14,661$2.0M0.01%2025-12-31
386Pinnacle Financial Partners, Inc.14,428$2.0M0.01%2025-12-31
387BAILARD, INC.14,426$2.0M0.01%2025-12-31
388Voya Financial Advisors, Inc.14,077$2.0M0.01%2025-12-31
389LOWE BROCKENBROUGH & CO INC14,118$1.9M0.01%2025-12-31
390Sepio Capital, LP14,027$1.9M0.01%2025-12-31
391MARCO INVESTMENT MANAGEMENT LLC14,020$1.9M0.01%2025-12-31
392Venturi Wealth Management, LLC13,857$1.9M0.01%2025-12-31