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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F Institutional Ownership · UNLYF

Unilever PLC LONDON STOCK EXCHANGE:UNLYF

Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.

16 new8 added42 reduced1111 exited

New Positions(16)

ManagerSharesΔ SharesValueΔ Value% Δ
Allworth Financial LP160,303+160,303$9.5M+$9.5M—
Sanctuary Advisors, LLC119,284+119,284$7.1M+$7.1M—
IFP Advisors, Inc119,960+119,960$6.9M+$6.9M—
Tevis Investment Management98,076+98,076$5.8M+$5.8M—
Investment Research Partners LLC8,328+8,328$507.8K+$507.8K—
Value Investment Professionals, LLC7,196+7,196$470.6K+$470.6K—
Keel Point, LLC4,255+4,255$252.2K+$252.2K—
Aventura Private Wealth, LLC1,984+1,984$119.8K+$119.8K—
Boreal Capital Management LLC1,817+1,817$107.7K+$107.7K—
Cape Investment Advisory, Inc.1,561+1,561$92.5K+$92.5K—
Joseph Group Capital Management152+152$9.9K+$9.9K—
AllSquare Wealth Management LLC100+100$5.9K+$5.9K—
Holos Integrated Wealth LLC78+78$4.7K+$4.7K—
Kilter Group LLC17+17$1.0K+$1.0K—
Evolution Advisers, Inc.700+700$41+$41—
FNY Investment Advisers, LLC500+500$29+$29—

Added To(8)

ManagerSharesΔ SharesValueΔ Value% Δ
CHESAPEAKE ASSET MANAGEMENT LLC231,758+213,016$12.5M+$11.4M1136.6%
Mount Yale Investment Advisors, LLC171,636+143,366$10.0M+$8.3M507.1%
Ransom Advisory, Ltd35,217+28,084$2.0M+$1.6M393.7%
KESTRA PRIVATE WEALTH SERVICES, LLC28,348+10,832$1.9M+$815.6K61.8%
BARCLAYS PLC18,809+13,151$1.2M+$815.1K232.4%
Prestige Wealth Management Group LLC5,700+4,750$338.8K+$282.5K500.0%
BROADWATER CAPITAL MANAGEMENT LLC282,906+249,706$1.9M+$95.9K752.1%
Investment Research & Advisory Group, Inc.27+6$1.8K+$52128.6%

Reduced(42)

ManagerSharesΔ SharesValueΔ Value% Δ
Russell Investments Group, Ltd.1-211,441$49-$12.5M-100.0%
LOWE BROCKENBROUGH & CO INC555-145,412$36.3K-$8.6M-99.6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO19,903-53,486$1.1M-$3.3M-72.9%
Pacifica Partners Inc.276-27,512$17.9K-$1.6M-99.0%
HUNTINGTON NATIONAL BANK1-16,024$55-$949.9K-100.0%
Matthew Goff Investment Advisor, LLC166,234-25,377$10.9M-$487.0K-13.2%
MERCER GLOBAL ADVISORS INC /ADV107,819-18,528$7.1M-$438.5K-14.7%
Evelyn Partners Asset Management Ltd87,828-499$5.0M-$423.1K-0.6%
RAELIPSKIE PARTNERSHIP8,085-6,553$528.8K-$339.0K-44.8%
KEATING INVESTMENT COUNSELORS INC89,984-10,964$5.9M-$99.2K-10.9%
OAK HARBOR WEALTH PARTNERS, LLC5,006-2,107$327.4K-$94.3K-29.6%
Callahan Advisors, LLC32,651-4,949$2.1M-$93.6K-13.2%
Evelyn Partners Investment Management LLP17,3400$983.2K-$77.5K0.0%
HighPoint Advisor Group LLC12,461-2,250$815.0K-$57.1K-15.3%
Byrne Asset Management LLC6,406-1,369$419.0K-$42.0K-17.6%
Boit C F David11,555-1,445$741.8K-$28.8K-11.1%
FOUNDERS FINANCIAL SECURITIES LLC54,541-5,298$3.6M+$19.7K-8.8%
IHT Wealth Management, LLC9,863-1,347$645.0K-$19.5K-12.0%
FLAGSHIP HARBOR ADVISORS, LLC3,653-9$200.9K-$16.3K-0.2%
Fulcrum Capital LLC4,686-234$306.5K+$14.8K-4.8%
KING LUTHER CAPITAL MANAGEMENT CORP7,442-526$486.7K+$14.4K-6.6%
Evelyn Partners Investment Management (Europe) Ltd 2,8000$158.8K-$12.5K0.0%
MATHER GROUP, LLC.6,657-503$435.4K+$10.9K-7.0%
Eley Financial Management, Inc18,282-2,057$1.2M-$10.1K-10.1%
Fayez Sarofim & Co11,866-1,371$776.0K-$8.7K-10.3%
AUGUSTINE ASSET MANAGEMENT INC3,820-500$249.8K-$6.3K-11.6%
NORTH STAR ASSET MANAGEMENT INC4,667-587$305.2K-$6.2K-11.2%
Sterling Investment Advisors, Ltd.4,197-528$274.5K-$5.6K-11.2%
Lummis Asset Management, LP4,460-540$291.7K-$4.7K-10.8%
Evelyn Partners Investment Management Services Ltd8750$49.6K-$3.9K0.0%
JACOBS & CO/CA64,509-17,904$4.2K-$667-21.7%
Hanson & Doremus Investment Management5,130-2,380$336-$109-31.7%
Tripletail Wealth Management, LLC117-16$7.7K-$99-12.0%
PHYSICIANS FINANCIAL SERVICES, INC.8,828-1,320$577-$25-13.0%
Arete Wealth Advisors, LLC3,944-707$258-$18-15.2%
Beutel, Goodman & Co Ltd.7,298-987$477-$14-11.9%
CX Institutional2,746-282$180+$1-9.3%
Financial Avengers, Inc.6030$35.8K$00.0%
BANK OF AMERICA CORP /DE/5,773,6380$342.3M$00.0%
Roble, Belko & Company, Inc470-60$31$0-11.3%
TUDOR INVESTMENT CORP ET AL13,9000$824.0K$00.0%
NOMURA ASSET MANAGEMENT CO LTD00$0$0—

Sold Out(1111)

ManagerSharesΔ SharesValueΔ Value% Δ
WELLINGTON MANAGEMENT GROUP LLP0-34,665,544$0-$2.05B—
Fisher Asset Management, LLC0-22,537,917$0-$1.34B—
MORGAN STANLEY0-9,642,607$0-$571.6M—
GQG Partners LLC0-9,280,226$0-$550.1M—
FMR LLC0-8,107,217$0-$480.6M—
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO0-6,887,758$0-$408.3M—
Clearbridge Investments, LLC0-6,737,679$0-$399.4M—
Royal Bank of Canada0-6,222,931$0-$375.9M—
DIMENSIONAL FUND ADVISORS LP0-4,782,828$0-$283.5M—
GOLDMAN SACHS GROUP INC0-4,760,481$0-$282.2M—
WELLS FARGO & COMPANY/MN0-4,755,751$0-$281.9M—
ENVESTNET ASSET MANAGEMENT INC0-4,001,060$0-$237.2M—
LAZARD ASSET MANAGEMENT LLC0-3,425,384$0-$203.1M—
RAYMOND JAMES FINANCIAL INC0-3,293,210$0-$195.2M—
NORGES BANK0-2,980,106$0-$193.6M—
FIDUCIARY MANAGEMENT INC /WI/0-3,158,201$0-$187.2M—
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0-2,846,474$0-$168.7M—
JENNISON ASSOCIATES LLC0-2,797,876$0-$165.9M—
BlackRock, Inc.0-2,713,188$0-$160.8M—
AMERICAN CENTURY COMPANIES INC0-2,642,973$0-$156.7M—
Cullen Capital Management, LLC0-2,492,750$0-$147.8M—
Hamlin Capital Management, LLC0-2,430,412$0-$144.1M—
NORTHERN TRUST CORP0-2,407,073$0-$142.7M—
Saratoga Research & Investment Management0-2,108,717$0-$125.0M—
EQUITY INVESTMENT CORP0-2,066,919$0-$122.5M—
JPMORGAN CHASE & CO0-1,831,092$0-$108.5M—
Allspring Global Investments Holdings, LLC0-1,727,019$0-$101.6M—
EVERETT HARRIS & CO /CA/0-1,596,472$0-$94.6M—
CITADEL ADVISORS LLC0-1,562,542$0-$92.6M—
Munich Reinsurance Co Stock Corp in Munich0-1,391,050$0-$82.5M—
Neuberger Berman Group LLC0-1,390,211$0-$82.4M—
CAPTRUST FINANCIAL ADVISORS0-1,116,031$0-$66.2M—
BROWN ADVISORY INC0-1,069,658$0-$63.4M—
LPL Financial LLC0-1,044,809$0-$61.9M—
Aristotle Capital Management, LLC0-991,567$0-$58.8M—
TRUIST FINANCIAL CORP0-915,243$0-$54.3M—
Bank of New York Mellon Corp0-896,314$0-$53.1M—
AMERIPRISE FINANCIAL INC0-891,493$0-$52.8M—
UBS Group AG0-865,132$0-$51.3M—
CI Private Wealth, LLC0-855,081$0-$50.7M—
CORDA Investment Management, LLC.0-801,259$0-$47.5M—
FIRST TRUST ADVISORS LP0-791,098$0-$46.9M—
Federation des caisses Desjardins du Quebec0-773,648$0-$45.9M—
First Eagle Investment Management, LLC0-701,486$0-$41.6M—
FACTORY MUTUAL INSURANCE CO0-700,409$0-$41.5M—
SUSQUEHANNA INTERNATIONAL GROUP, LLP0-690,648$0-$40.9M—
Cerity Partners LLC0-678,771$0-$40.2M—
Jarislowsky, Fraser Ltd0-676,812$0-$40.1M—
CAPITAL ADVISORS INC/OK0-671,461$0-$39.8M—
Advisors Capital Management, LLC0-665,494$0-$39.5M—
COOKE & BIELER LP0-648,171$0-$38.4M—
St. James Investment Company, LLC0-644,085$0-$38.2M—
STIFEL FINANCIAL CORP0-641,470$0-$38.0M—
OPPENHEIMER ASSET MANAGEMENT INC.0-637,319$0-$37.8M—
Chevy Chase Trust Holdings, LLC0-635,295$0-$37.7M—
TRILLIUM ASSET MANAGEMENT, LLC0-632,755$0-$37.5M—
UNITED CAPITAL FINANCIAL ADVISERS, LLC0-627,379$0-$37.2M—
Saturna Capital CORP0-612,638$0-$36.3M—
M&T Bank Corp0-588,657$0-$34.9M—
River Road Asset Management, LLC0-551,989$0-$32.7M—
TOCQUEVILLE ASSET MANAGEMENT L.P.0-538,725$0-$31.9M—
Clark Capital Management Group, Inc.0-482,907$0-$28.6M—
Creative Planning0-470,259$0-$27.9M—
NATIONAL BANK OF CANADA /FI/0-447,836$0-$26.5M—
Sustainable Growth Advisers, LP0-443,906$0-$26.3M—
HighTower Advisors, LLC0-442,378$0-$26.2M—
PNC Financial Services Group, Inc.0-435,871$0-$25.8M—
Cardinal Capital Management, Inc.0-432,684$0-$25.6M—
BANK OF MONTREAL /CAN/0-423,188$0-$25.1M—
CIBC WORLD MARKET INC.0-418,912$0-$24.8M—
SEI INVESTMENTS CO0-398,150$0-$23.6M—
Cheviot Value Management, LLC0-377,270$0-$23.4M—
MAR VISTA INVESTMENT PARTNERS LLC0-393,929$0-$23.4M—
GRANDFIELD & DODD, LLC0-393,834$0-$23.3M—
Compagnie Lombard Odier SCmA0-392,000$0-$23.2M—
FRANKLIN RESOURCES INC0-380,139$0-$22.5M—
KORNITZER CAPITAL MANAGEMENT INC /KS0-364,944$0-$21.6M—
Mariner, LLC0-364,376$0-$21.6M—
Cetera Investment Advisers0-337,116$0-$20.0M—
ADVISOR GROUP HOLDINGS, INC.0-320,249$0-$19.4M—
Crossmark Global Holdings, Inc.0-324,767$0-$19.3M—
MML INVESTORS SERVICES, LLC0-302,114$0-$17.9M—
Grantham, Mayo, Van Otterloo & Co. LLC0-297,406$0-$17.6M—
Quantinno Capital Management LP0-287,617$0-$17.0M—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0-286,612$0-$17.0M—
CAPITAL FUND MANAGEMENT S.A.0-277,029$0-$16.4M—
Alpha Cubed Investments, LLC0-276,342$0-$16.4M—
Wallace Capital Management Inc.0-275,150$0-$16.3M—
MANAGED ASSET PORTFOLIOS, LLC0-266,439$0-$15.8M—
NORTHSTAR ASSET MANAGEMENT INC0-265,201$0-$15.7M—
ASSETMARK, INC0-261,392$0-$15.5M—
Baird Financial Group, Inc.0-247,643$0-$14.7M—
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0-241,237$0-$14.3M—
YACKTMAN ASSET MANAGEMENT LP0-235,669$0-$14.0M—
SCOTIA CAPITAL INC.0-233,982$0-$13.9M—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC0-224,531$0-$13.2M—
SCS Capital Management LLC0-221,807$0-$13.1M—
Modera Wealth Management, LLC0-215,379$0-$12.8M—
Boston Common Asset Management, LLC0-209,495$0-$12.4M—
ProVise Management Group, LLC0-205,028$0-$12.2M—
Brinker Capital Investments, LLC0-197,051$0-$11.7M—
Focus Partners Wealth0-189,492$0-$11.2M—
CITIGROUP INC0-186,584$0-$11.1M—
ALERUS FINANCIAL NA0-183,979$0-$10.9M—
CLARK ESTATES INC/NY0-180,000$0-$10.7M—
M. Kulyk & Associates, LLC0-176,170$0-$10.4M—
American Assets Investment Management, LLC0-170,000$0-$10.1M—
LEVIN CAPITAL STRATEGIES, L.P.0-169,425$0-$10.0M—
GUARDIAN CAPITAL LP0-165,353$0-$9.8M—
Eldred Rock Partners, LLC0-163,471$0-$9.7M—
Northside Capital Management, LLC0-163,099$0-$9.7M—
NewSquare Capital LLC0-159,416$0-$9.5M—
HSBC HOLDINGS PLC0-159,196$0-$9.4M—
Vident Advisory, LLC0-157,448$0-$9.3M—
Cresset Asset Management, LLC0-154,586$0-$9.2M—
BNP PARIBAS ARBITRAGE, SNC0-153,641$0-$9.1M—
US BANCORP \DE\0-153,258$0-$9.1M—
WILEY BROS.-AINTREE CAPITAL, LLC0-153,203$0-$9.1M—
CARY STREET PARTNERS FINANCIAL LLC0-150,635$0-$8.9M—
Templeton & Phillips Capital Management, LLC0-150,081$0-$8.9M—
Systematic Alpha Investments, LLC0-147,881$0-$8.8M—
QRG CAPITAL MANAGEMENT, INC.0-146,086$0-$8.7M—
NorthCrest Asset Manangement, LLC0-146,245$0-$8.6M—
Pathstone Holdings, LLC0-144,232$0-$8.6M—
ROCKLAND TRUST CO0-142,318$0-$8.4M—
Oxbow Advisors, LLC0-137,745$0-$8.2M—
NICHOLAS COMPANY, INC.0-137,700$0-$8.2M—
FEDERATED HERMES, INC.0-135,643$0-$8.0M—
TODD ASSET MANAGEMENT LLC0-135,363$0-$8.0M—
Clean Yield Group0-134,958$0-$8.0M—
Snowden Capital Advisors LLC0-134,734$0-$8.0M—
GFS Advisors, LLC0-134,665$0-$8.0M—
Destination Wealth Management0-133,728$0-$7.9M—
Windle Wealth, LLC0-133,188$0-$7.9M—
One Capital Management, LLC0-132,900$0-$7.9M—
Stonegate Investment Group, LLC0-132,395$0-$7.8M—
Qube Research & Technologies Ltd0-131,952$0-$7.8M—
AQR CAPITAL MANAGEMENT LLC0-130,036$0-$7.7M—
Waverly Advisors, LLC0-128,440$0-$7.6M—
Empowered Funds, LLC0-125,233$0-$7.4M—
Hilton Capital Management, LLC0-122,397$0-$7.3M—
D. E. Shaw & Co., Inc.0-120,400$0-$7.1M—
Kestra Advisory Services, LLC0-120,317$0-$7.1M—
Manning & Napier Advisors LLC0-118,610$0-$7.0M—
FIDUCIARY TRUST CO0-118,521$0-$7.0M—
LIBERTY ONE INVESTMENT MANAGEMENT, LLC0-118,289$0-$7.0M—
XML Financial, LLC0-117,276$0-$7.0M—
ADVOCATE GROUP LLC0-116,295$0-$6.9M—
Sanders Capital, LLC0-115,530$0-$6.8M—
NEW ENGLAND ASSET MANAGEMENT INC0-112,420$0-$6.7M—
Gibbs Wealth Management0-114,186$0-$6.6M—
AUXIER ASSET MANAGEMENT0-111,141$0-$6.6M—
Ethic Inc.0-108,152$0-$6.4M—
ADVISORY RESEARCH INC0-107,227$0-$6.4M—
Portland Global Advisors LLC0-106,757$0-$6.3M—
BLAIR WILLIAM & CO/IL0-105,244$0-$6.2M—
Hamilton Point Investment Advisors, LLC0-104,620$0-$6.2M—
NIXON PEABODY TRUST CO0-104,380$0-$6.2M—
GUYASUTA INVESTMENT ADVISORS INC0-104,115$0-$6.2M—
Stablepoint Partners, LLC0-102,622$0-$6.1M—
SHUFRO ROSE & CO LLC0-101,675$0-$6.1M—
Bell Bank0-102,137$0-$6.1M—
Squarepoint Ops LLC0-101,770$0-$6.0M—
Vanguard Personalized Indexing Management, LLC0-97,857$0-$5.8M—
Lorne Steinberg Wealth Management Inc.0-97,596$0-$5.8M—
HENNESSY ADVISORS INC0-96,800$0-$5.7M—
KAVAR CAPITAL PARTNERS GROUP, LLC0-96,380$0-$5.7M—
JANE STREET GROUP, LLC0-95,846$0-$5.7M—
tru Independence LLC0-94,188$0-$5.6M—
Point72 Asset Management, L.P.0-92,790$0-$5.5M—
BUTENSKY & COHEN FINANCIAL SECURITY, INC0-90,992$0-$5.4M—
Aquatic Capital Management LLC0-90,639$0-$5.4M—
WOLVERINE TRADING, LLC0-89,855$0-$5.3M—
Steward Partners Investment Advisory, LLC0-89,675$0-$5.3M—
Pinkerton Retirement Specialists, LLC0-88,821$0-$5.3M—
MARSHALL WACE, LLP0-88,691$0-$5.3M—
Allen Capital Group, LLC0-88,447$0-$5.2M—
ABC ARBITRAGE SA0-87,125$0-$5.2M—
Brooklyn Investment Group0-85,507$0-$5.1M—
Beacon Pointe Advisors, LLC0-83,878$0-$5.0M—
Moran Wealth Management, LLC0-82,288$0-$4.9M—
Pensionmark Financial Group, LLC0-82,140$0-$4.9M—
Rockefeller Capital Management L.P.0-82,072$0-$4.9M—
LOGAN CAPITAL MANAGEMENT INC0-79,801$0-$4.7M—
HEADINVEST, LLC0-79,757$0-$4.7M—
Arlington Partners LLC0-79,637$0-$4.7M—
BECKER CAPITAL MANAGEMENT INC0-77,917$0-$4.6M—
EASTERN BANK0-77,566$0-$4.6M—
BONNESS ENTERPRISES INC0-76,040$0-$4.5M—
Farther Finance Advisors, LLC0-75,757$0-$4.5M—
Atlantic Union Bankshares Corp0-74,940$0-$4.4M—
Gilman Hill Asset Management, LLC0-74,617$0-$4.4M—
Slocum, Gordon & Co LLP0-74,550$0-$4.4M—
Tower Research Capital LLC (TRC)0-74,088$0-$4.4M—
Capital Investment Counsel, LLC0-73,954$0-$4.4M—
MILLENNIUM MANAGEMENT LLC0-73,800$0-$4.4M—
MOTCO0-72,521$0-$4.3M—
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC0-69,270$0-$4.1M—
Bleakley Financial Group, LLC0-69,055$0-$4.1M—
BRYN MAWR TRUST Co0-68,507$0-$4.1M—
CIBC Bancorp USA Inc.0-67,675$0-$4.0M—
Private Advisor Group, LLC0-67,378$0-$4.0M—
JONES FINANCIAL COMPANIES LLLP0-67,249$0-$4.0M—
QUADRANT CAPITAL GROUP LLC0-67,002$0-$4.0M—
EXENCIAL WEALTH ADVISORS, LLC0-66,973$0-$4.0M—
ROYCE & ASSOCIATES LP0-66,000$0-$3.9M—
BEACON FINANCIAL GROUP0-65,860$0-$3.9M—
Dynamic Advisor Solutions LLC0-65,784$0-$3.9M—
Compass Wealth Management LLC0-34,997$0-$3.9M—
Berkshire Bank0-65,376$0-$3.9M—
TWO SIGMA INVESTMENTS, LP0-64,992$0-$3.9M—
Autumn Glory Partners, LLC0-64,516$0-$3.8M—
GABELLI FUNDS LLC0-64,465$0-$3.8M—
SMITHBRIDGE ASSET MANAGEMENT INC/DE0-64,158$0-$3.8M—
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.0-63,725$0-$3.8M—
Walleye Capital LLC0-63,494$0-$3.8M—
OPPENHEIMER & CO INC0-62,967$0-$3.7M—
KEYBANK NATIONAL ASSOCIATION/OH0-62,809$0-$3.7M—
Atria Investments, Inc0-62,649$0-$3.7M—
Tweedy, Browne Co LLC0-62,616$0-$3.7M—
HEARTLAND ADVISORS INC0-61,897$0-$3.7M—
Mutual Advisors, LLC0-58,057$0-$3.6M—
NewEdge Wealth, LLC0-58,318$0-$3.6M—
FULLCIRCLE WEALTH LLC0-58,415$0-$3.6M—
Naviter Wealth, LLC0-59,745$0-$3.5M—
Horizon Investments, LLC0-59,111$0-$3.5M—
JPL Wealth Management, LLC0-58,595$0-$3.5M—
HB Wealth Management, LLC0-57,664$0-$3.4M—
CIBC Private Wealth Group, LLC0-57,243$0-$3.4M—
CHOREO, LLC0-57,185$0-$3.4M—
DAVENPORT & Co LLC0-57,087$0-$3.4M—
COURIER CAPITAL LLC0-57,077$0-$3.4M—
STEPHENS INC /AR/0-56,828$0-$3.4M—
apricus wealth, LLC0-56,228$0-$3.3M—
TD Waterhouse Canada Inc.0-56,308$0-$3.3M—
Old Port Advisors0-55,799$0-$3.3M—
REGIONS FINANCIAL CORP0-55,574$0-$3.3M—
GSB Wealth Management, LLC0-55,420$0-$3.3M—
HALL LAURIE J TRUSTEE0-54,620$0-$3.2M—
DAVIS-REA LTD.0-54,271$0-$3.2M—
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA0-51,422$0-$3.2M—
Strategic Advisors LLC0-53,549$0-$3.2M—
AZZAD ASSET MANAGEMENT INC /ADV0-52,973$0-$3.1M—
Concurrent Investment Advisors, LLC0-52,862$0-$3.1M—
Argent Trust Co0-52,737$0-$3.1M—
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.0-52,623$0-$3.1M—
PRINCIPAL SECURITIES, INC.0-52,423$0-$3.1M—
ANCHOR CAPITAL ADVISORS LLC0-51,432$0-$3.0M—
NAPLES GLOBAL ADVISORS, LLC0-51,340$0-$3.0M—
Redmond Asset Management, LLC0-51,339$0-$3.0M—
BTC Capital Management, Inc.0-51,338$0-$3.0M—
JCIC Asset Management Inc.0-51,103$0-$3.0M—
SIGNATUREFD, LLC0-50,034$0-$3.0M—
DEUTSCHE BANK AG\0-49,929$0-$3.0M—
K.J. Harrison & Partners Inc0-50,000$0-$2.9M—
NewEdge Advisors, LLC0-49,658$0-$2.9M—
Meridian Wealth Management, LLC0-49,621$0-$2.9M—
BENJAMIN EDWARDS INC0-49,410$0-$2.9M—
BENEDICT FINANCIAL ADVISORS INC0-49,187$0-$2.9M—
RITHOLTZ WEALTH MANAGEMENT0-49,184$0-$2.9M—
Advisory Services Network, LLC0-48,566$0-$2.9M—
Haverford Trust Co0-48,165$0-$2.9M—
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/0-47,004$0-$2.8M—
Walleye Trading LLC0-46,700$0-$2.8M—
Verdence Capital Advisors LLC0-44,039$0-$2.8M—
WETHERBY ASSET MANAGEMENT INC0-46,371$0-$2.7M—
Guardian Partners Inc.0-46,607$0-$2.7M—
Kennon-Green & Company, LLC0-46,004$0-$2.7M—
MAVERICK CAPITAL LTD0-45,904$0-$2.7M—
Portside Wealth Group, LLC0-45,607$0-$2.7M—
Sequoia Financial Advisors, LLC0-45,607$0-$2.7M—
NORDEN GROUP LLC0-45,237$0-$2.7M—
KANAWHA CAPITAL MANAGEMENT LLC0-45,230$0-$2.7M—
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC0-45,220$0-$2.7M—
Pavion Blue Capital, LLC0-45,117$0-$2.7M—
Prime Capital Investment Advisors, LLC0-44,982$0-$2.7M—
CAPROCK Group, Inc.0-41,739$0-$2.7M—
RHUMBLINE ADVISERS0-44,661$0-$2.6M—
IEQ CAPITAL, LLC0-44,343$0-$2.6M—
Pathway Financial Advisers, LLC0-43,640$0-$2.6M—
U.S. Capital Wealth Advisors, LLC0-43,139$0-$2.6M—
Dakota Wealth Management0-43,057$0-$2.6M—
Columbus Macro, LLC0-42,982$0-$2.5M—
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC0-42,568$0-$2.5M—
Glenmede Investment Management, LP0-42,422$0-$2.5M—
WCG Wealth Advisors LLC0-42,178$0-$2.5M—
Moors & Cabot, Inc.0-41,964$0-$2.5M—
44 WEALTH MANAGEMENT LLC0-41,813$0-$2.5M—
Cardinal Capital Management0-41,766$0-$2.5M—
Texas Yale Capital Corp.0-41,220$0-$2.4M—
REGATTA CAPITAL GROUP, LLC0-41,085$0-$2.4M—
Merit Financial Group, LLC0-40,982$0-$2.4M—
Florida Trust Wealth Management Co0-40,797$0-$2.4M—
SkyOak Wealth, LLC0-40,763$0-$2.4M—
Anchor Investment Management, LLC0-40,527$0-$2.4M—
Timber Creek Capital Management LLC0-40,498$0-$2.4M—
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.0-40,300$0-$2.4M—
MGO ONE SEVEN LLC0-40,221$0-$2.4M—
Financial Gravity Asset Management, Inc.0-40,161$0-$2.4M—
SYNOVUS FINANCIAL CORP0-40,080$0-$2.4M—
Game Plan Financial Advisors, LLC0-39,901$0-$2.4M—
XTX Topco Ltd0-39,484$0-$2.3M—
Arvest Bank Trust Division0-39,201$0-$2.3M—
Prosperity Consulting Group, LLC0-38,713$0-$2.3M—
Atomi Financial Group, Inc.0-37,916$0-$2.2M—
PINNACLE ASSOCIATES LTD0-37,661$0-$2.2M—
HOHIMER WEALTH MANAGEMENT, LLC0-37,587$0-$2.2M—
HM PAYSON & CO0-36,802$0-$2.2M—
Optimist Retirement Group LLC0-37,220$0-$2.2M—
Three Bridge Wealth Advisors, LLC0-36,970$0-$2.2M—
Patriot Financial Group Insurance Agency, LLC0-36,646$0-$2.2M—
Callan Family Office, LLC0-36,563$0-$2.2M—
Lido Advisors, LLC0-36,124$0-$2.1M—
First Affirmative Financial Network0-35,532$0-$2.1M—
STATE STREET CORP0-36,017$0-$2.1M—
MAI Capital Management0-35,562$0-$2.1M—
TRUST CO OF VERMONT0-35,361$0-$2.1M—
Nicholas Hoffman & Company, LLC.0-35,276$0-$2.1M—
D.A. DAVIDSON & CO.0-35,247$0-$2.1M—
Envestnet Portfolio Solutions, Inc.0-35,055$0-$2.1M—
Aviso Financial Inc.0-34,490$0-$2.0M—
FSB PREMIER WEALTH MANAGEMENT, INC.0-34,279$0-$2.0M—
Americana Partners, LLC0-33,929$0-$2.0M—
Bard Financial Services, Inc.0-33,800$0-$2.0M—
Aptus Capital Advisors, LLC0-33,143$0-$2.0M—
Westhampton Capital, LLC0-32,945$0-$2.0M—
Auxano Advisors, LLC0-32,147$0-$1.9M—
Townsend & Associates, Inc0-30,155$0-$1.9M—
EARNEST PARTNERS LLC0-31,848$0-$1.9M—
Quadcap Wealth Management, LLC0-31,762$0-$1.9M—
Hutchinson Financial Advisors, INC0-31,532$0-$1.9M—
EVERGREEN CAPITAL MANAGEMENT LLC0-31,510$0-$1.9M—
HF Advisory Group, LLC0-31,437$0-$1.9M—
Altman Advisors, Inc.0-31,413$0-$1.9M—
Drexel Morgan & Co.0-31,372$0-$1.9M—
Advisors Asset Management, Inc.0-30,975$0-$1.8M—
Ancora Advisors, LLC0-30,918$0-$1.8M—
Manske Wealth Management0-30,517$0-$1.8M—
ICW Investment Advisors LLC0-30,484$0-$1.8M—
Baker Chad R0-30,105$0-$1.8M—
Guardian Wealth Management, Inc.0-30,089$0-$1.8M—
RBF Capital, LLC0-30,000$0-$1.8M—
Vise Technologies, Inc.0-29,753$0-$1.8M—
1832 Asset Management L.P.0-29,655$0-$1.8M—
DIVERSIFY WEALTH MANAGEMENT, LLC0-28,963$0-$1.8M—
Lineweaver Wealth Advisors, LLC0-29,271$0-$1.7M—
GREAT VALLEY ADVISOR GROUP, INC.0-29,153$0-$1.7M—
ARVEST INVESTMENTS, INC.0-28,909$0-$1.7M—
Catalyst Capital Advisors LLC0-28,900$0-$1.7M—
Pullen Investment Management, LLC0-28,386$0-$1.7M—
JOHNSON INVESTMENT COUNSEL INC0-28,321$0-$1.7M—
Perpetual Ltd0-28,306$0-$1.7M—
Voya Financial Advisors, Inc.0-28,308$0-$1.7M—
Aperture Investors, LLC0-28,182$0-$1.7M—
Apollon Wealth Management, LLC0-27,929$0-$1.7M—
SPIREPOINT PRIVATE CLIENT, LLC0-27,835$0-$1.7M—
FOX RUN MANAGEMENT, L.L.C.0-27,394$0-$1.6M—
KCM INVESTMENT ADVISORS LLC0-27,393$0-$1.6M—
Savant Capital, LLC0-27,288$0-$1.6M—
Modern Wealth Management, LLC0-26,772$0-$1.6M—
TrueMark Investments, LLC0-26,902$0-$1.6M—
Capstone Financial Advisors, Inc.0-26,596$0-$1.6M—
Long Run Wealth Advisors, LLC0-26,572$0-$1.6M—
Vestmark Advisory Solutions, Inc.0-26,496$0-$1.6M—
Abundance Wealth Counselors0-26,390$0-$1.6M—
INTRUST BANK NA0-26,237$0-$1.6M—
YOUSIF CAPITAL MANAGEMENT, LLC0-26,233$0-$1.6M—
Hedges Asset Management LLC0-26,000$0-$1.5M—
Marks Group Wealth Management, Inc0-25,640$0-$1.5M—
Parallel Advisors, LLC0-25,463$0-$1.5M—
Ativo Capital Management LLC0-25,439$0-$1.5M—
CEERA INVESTMENTS, LLC0-25,375$0-$1.5M—
Narwhal Capital Management0-25,181$0-$1.5M—
Aviance Capital Partners, LLC0-24,850$0-$1.5M—
OKABENA INVESTMENT SERVICES INC0-24,661$0-$1.5M—
NIA IMPACT ADVISORS, LLC0-24,484$0-$1.5M—
Hurley Capital, LLC0-24,195$0-$1.4M—
GoalVest Advisory LLC0-24,141$0-$1.4M—
LOM Asset Management Ltd0-23,388$0-$1.4M—
Dodge & Cox0-23,900$0-$1.4M—
Alliance Wealth Advisors, LLC /UT0-23,319$0-$1.4M—
COLDSTREAM CAPITAL MANAGEMENT INC0-22,983$0-$1.4M—
TECTONIC ADVISORS LLC0-22,943$0-$1.4M—
Choate Investment Advisors0-22,718$0-$1.3M—
Ballentine Partners, LLC0-22,623$0-$1.3M—
Resources Investment Advisors, LLC.0-22,613$0-$1.3M—
SYON CAPITAL LLC0-22,168$0-$1.3M—
Vontobel Holding Ltd.0-22,069$0-$1.3M—
AXXCESS WEALTH MANAGEMENT, LLC0-22,041$0-$1.3M—
Kimelman & Baird, LLC0-21,600$0-$1.3M—
Kovitz Investment Group Partners, LLC0-21,539$0-$1.3M—
Keystone Financial Group0-21,478$0-$1.3M—
SRS Capital Advisors, Inc.0-21,402$0-$1.3M—
AlphaCore Capital LLC0-21,388$0-$1.3M—
CRUX WEALTH ADVISORS0-21,387$0-$1.3M—
Creegan & Nassoura Financial Group, LLC0-21,188$0-$1.3M—
Midwest Trust Co0-21,148$0-$1.3M—
Inlet Private Wealth, LLC0-21,100$0-$1.3M—
SBI Securities Co., Ltd.0-21,014$0-$1.2M—
Invesco Ltd.0-20,931$0-$1.2M—
COMMERCE BANK0-20,717$0-$1.2M—
SevenBridge Financial Group, LLC0-19,979$0-$1.2M—
Radnor Capital Management, LLC0-20,261$0-$1.2M—
Aaron Wealth Advisors LLC0-20,036$0-$1.2M—
SUMMIT WEALTH GROUP LLC / CO0-24,038$0-$1.2M—
BAKER TILLY WEALTH MANAGEMENT, LLC0-19,989$0-$1.2M—
Rodgers Brothers Inc.0-19,987$0-$1.2M—
Permanent Capital Management, LP0-19,841$0-$1.2M—
JEPPSON WEALTH MANAGEMENT, LLC0-19,768$0-$1.2M—
Checchi Capital Advisers, LLC0-19,763$0-$1.2M—
MARIETTA INVESTMENT PARTNERS LLC0-19,407$0-$1.2M—
Qtron Investments LLC0-19,219$0-$1.1M—
MITCHELL & PAHL PRIVATE WEALTH, LLC0-19,117$0-$1.1M—
Hilltop Holdings Inc.0-19,091$0-$1.1M—
Future Fund LLC0-18,893$0-$1.1M—
Avidian Wealth Solutions, LLC0-18,654$0-$1.1M—
J.W. COLE ADVISORS, INC.0-18,645$0-$1.1M—
Legacy Capital Group California, Inc.0-18,515$0-$1.1M—
Columbia Asset Management0-18,455$0-$1.1M—
Dorsey & Whitney Trust CO LLC0-18,411$0-$1.1M—
GeoWealth Management, LLC0-18,368$0-$1.1M—
Value Partners Investments Inc.0-18,363$0-$1.1M—
Legacy Capital Wealth Partners, LLC0-18,223$0-$1.1M—
Smartleaf Asset Management LLC0-18,136$0-$1.1M—
ALLEN WEALTH MANAGEMENT, LLC0-17,864$0-$1.1M—
Waldron Private Wealth LLC0-17,754$0-$1.1M—
Summit Trail Advisors, LLC0-17,547$0-$1.0M—
Northstar Group, Inc.0-17,536$0-$1.0M—
Great Lakes Retirement, Inc.0-17,510$0-$1.0M—
TOWER BRIDGE ADVISORS0-17,495$0-$1.0M—
Prospera Financial Services Inc0-17,473$0-$1.0M—
RENAISSANCE TECHNOLOGIES LLC0-17,440$0-$1.0M—
Meriwether Wealth & Planning, LLC0-17,360$0-$1.0M—
Smart Money Group LLC0-17,242$0-$1.0M—
WEATHERLY ASSET MANAGEMENT L. P.0-17,048$0-$1.0M—
GUGGENHEIM CAPITAL LLC0-16,965$0-$1.0M—
Wynn Capital, LLC0-16,940$0-$1.0M—
Joel Isaacson & Co., LLC0-16,905$0-$1.0M—
Bridgewater Advisors Inc.0-16,400$0-$998.9K—
Diversify Advisory Services, LLC0-16,422$0-$996.3K—
Precision Wealth Strategies, LLC0-16,760$0-$993.5K—
Keystone Financial Services0-16,393$0-$971.8K—
Salvus Wealth Management, LLC0-16,380$0-$971.0K—
Leisure Capital Management0-16,345$0-$968.9K—
LCM Capital Management Inc0-16,255$0-$963.6K—
GAMMA Investing LLC0-16,233$0-$962.3K—
Ellevest, Inc.0-15,896$0-$942.3K—
BANK OF NOVA SCOTIA TRUST CO0-15,850$0-$939.6K—
Essex Financial Services, Inc.0-15,845$0-$939.3K—
GAMCO INVESTORS, INC. ET AL0-15,843$0-$939.2K—
Curbstone Financial Management Corp0-15,678$0-$929.4K—
Ronald Blue Trust, Inc.0-15,674$0-$929.2K—
River Wealth Advisors LLC0-15,617$0-$925.8K—
TWIN CITY PRIVATE WEALTH, LLC0-15,540$0-$921.2K—
Ashton Thomas Private Wealth, LLC0-15,312$0-$907.7K—
GREENLEAF TRUST0-15,208$0-$901.5K—
CONFLUENCE INVESTMENT MANAGEMENT LLC0-15,169$0-$899.2K—
Sigma Planning Corp0-15,164$0-$898.9K—
WELCH & FORBES LLC0-15,136$0-$897.3K—
First Pacific Financial0-15,099$0-$895.0K—
Arjuna Capital0-14,923$0-$884.6K—
Legacy Financial Advisors, Inc.0-14,888$0-$882.6K—
Valeo Financial Advisors, LLC0-14,879$0-$882.0K—
Hennion & Walsh Asset Management, Inc.0-14,863$0-$881.1K—
Murphy Pohlad Asset Management LLC0-14,750$0-$874.4K—
Integrated Wealth Concepts LLC0-14,714$0-$872.3K—
ALLIANCEBERNSTEIN L.P.0-14,678$0-$870.1K—
Applied Finance Capital Management, LLC0-14,678$0-$870.1K—
Hartford Funds Management Co LLC0-14,621$0-$866.8K—
Empire Financial Management Company, LLC0-14,546$0-$862.3K—
TRANSCEND CAPITAL ADVISORS, LLC0-14,478$0-$858.3K—
Frank, Rimerman Advisors LLC0-14,327$0-$849.3K—
West Family Investments, Inc.0-14,321$0-$848.9K—
SILVERCREST ASSET MANAGEMENT GROUP LLC0-14,145$0-$838.5K—
Raab & Moskowitz Asset Management LLC0-14,140$0-$838.2K—
Arkadios Wealth Advisors0-13,978$0-$828.6K—
GREENWOOD CAPITAL ASSOCIATES LLC0-13,935$0-$826.1K—
PITCAIRN CO0-13,844$0-$820.7K—
DEARBORN PARTNERS LLC0-13,836$0-$820.2K—
Geneos Wealth Management Inc.0-13,833$0-$820.0K—
POTENTIA WEALTH0-13,816$0-$819.0K—
Adviser Investments LLC0-13,779$0-$816.8K—
BAILARD, INC.0-13,653$0-$809.4K—
BCGM Wealth Management, LLC0-13,620$0-$807.4K—
North Star Investment Management Corp.0-13,614$0-$807.1K—
Berkeley Capital Partners, LLC0-13,476$0-$798.9K—
EXCALIBUR MANAGEMENT CORP0-13,411$0-$795.0K—
HANCOCK WHITNEY CORP0-13,332$0-$790.3K—
BIP Wealth, LLC0-13,290$0-$787.8K—
LEVEL FOUR ADVISORY SERVICES, LLC0-13,252$0-$785.6K—
Strategic Global Advisors, LLC0-13,182$0-$781.4K—
Ausdal Financial Partners, Inc.0-13,093$0-$776.2K—
NORTHEAST INVESTMENT MANAGEMENT0-13,092$0-$776.1K—
Larson Financial Group LLC0-13,077$0-$775.2K—
TRED AVON FAMILY WEALTH, LLC0-13,051$0-$773.7K—
SAGESPRING WEALTH PARTNERS, LLC0-13,003$0-$770.8K—
Pinion Investment Advisors, LLC0-12,283$0-$769.8K—
Riverwater Partners LLC0-12,967$0-$768.7K—
PFG Investments, LLC0-12,947$0-$767.5K—
Israel Discount Bank of New York0-12,879$0-$763.5K—
Golden State Equity Partners0-12,680$0-$751.7K—
Capital Investment Advisory Services, LLC0-12,675$0-$751.4K—
JANUS HENDERSON GROUP PLC0-12,671$0-$751.1K—
BRIGHTON JONES LLC0-12,610$0-$747.5K—
Forum Financial Management, LP0-12,607$0-$747.3K—
Global View Capital Management LLC0-12,601$0-$747.0K—
Manchester Capital Management LLC0-12,562$0-$744.7K—
Everstar Asset Management, LLC0-12,408$0-$735.5K—
First Bank & Trust0-12,355$0-$732.4K—
Phraction Management LLC0-12,280$0-$728.0K—
FIRST MANHATTAN CO0-12,128$0-$718.9K—
Peoples Bank/KS0-11,928$0-$707.1K—
FLC Capital Advisors0-11,873$0-$703.8K—
Wealth Alliance0-11,802$0-$699.6K—
Garrett Wealth Advisory Group, LLC0-11,761$0-$697.2K—
Sandy Cove Advisors, LLC0-11,726$0-$695.1K—
Roundview Capital LLC0-11,567$0-$685.7K—
Versant Capital Management, Inc0-11,547$0-$684.5K—
NAVELLIER & ASSOCIATES INC0-11,492$0-$681.2K—
Buckingham Strategic Partners0-11,347$0-$678.4K—
May Hill Capital, LLC0-11,403$0-$676.0K—
SGL Investment Advisors, Inc.0-11,105$0-$673.7K—
Haven Private, LLC0-11,284$0-$668.9K—
Toroso Investments, LLC0-11,247$0-$666.7K—
Aprio Wealth Management, LLC0-11,210$0-$664.6K—
PDS Planning, Inc0-11,208$0-$664.4K—
MISSION WEALTH MANAGEMENT, LP0-11,077$0-$656.6K—
INSIGNEO ADVISORY SERVICES, LLC0-10,791$0-$639.7K—
Mengis Capital Management, Inc.0-10,762$0-$638.0K—
Wealthspire Advisors, LLC0-10,758$0-$637.7K—
COZAD ASSET MANAGEMENT INC0-10,731$0-$636.1K—
LEAVELL INVESTMENT MANAGEMENT, INC.0-10,691$0-$633.8K—
J.Safra Asset Management Corp0-10,485$0-$631.5K—
Glenview Trust Co0-10,607$0-$628.8K—
NOVEM GROUP0-10,578$0-$627.1K—
Great Diamond Partners, LLC0-10,537$0-$624.6K—
Colonial Trust Co / SC0-10,377$0-$615.1K—
Tranquilli Financial Advisor LLC0-10,284$0-$609.6K—
Nuveen, LLC0-10,236$0-$606.8K—
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0-10,164$0-$602.5K—
Rathbones Group Plc0-10,130$0-$600.5K—
Mezzasalma Advisors, LLC0-10,116$0-$599.7K—
Cadence Bank0-10,114$0-$599.6K—
UMB Bank, n.a.0-10,091$0-$598.2K—
BARTLETT & CO. WEALTH MANAGEMENT LLC0-10,090$0-$598.1K—
Gallacher Capital Management LLC0-10,078$0-$597.4K—
Breakwater Capital Group0-10,007$0-$593.2K—
Corient IA LLC0-10,000$0-$592.8K—
Ignite Planners, LLC0-9,939$0-$589.2K—
PAX Financial Group, LLC0-9,916$0-$587.8K—
Global Retirement Partners, LLC0-9,873$0-$585.3K—
Welch Group, LLC0-9,857$0-$584.3K—
Jacobi Capital Management LLC0-9,815$0-$581.9K—
RETIREMENT GUYS FORMULA LLC0-9,725$0-$576.5K—
Mesirow Financial Investment Management, Inc.0-9,686$0-$574.1K—
Y-Intercept (Hong Kong) Ltd0-9,640$0-$571.5K—
Bond & Devick Financial Network, Inc.0-9,589$0-$568.4K—
Chicago Capital, LLC0-9,469$0-$561.3K—
FourThought Financial Partners, LLC0-9,448$0-$560.1K—
Malaga Cove Capital, LLC0-9,403$0-$557.4K—
Perigon Wealth Management, LLC0-9,401$0-$557.3K—
BRIDGES INVESTMENT MANAGEMENT INC0-9,390$0-$556.6K—
Beverly Hills Private Wealth, LLC0-9,378$0-$555.9K—
OneAscent Investment Solutions LLC0-9,372$0-$555.6K—
ExodusPoint Capital Management, LP0-9,342$0-$553.8K—
Clare Market Investments LLC0-9,340$0-$553.7K—
SAGE RHINO CAPITAL LLC0-9,332$0-$553.2K—
Independence Bank of Kentucky0-9,287$0-$550.5K—
Range Financial Group LLC0-9,277$0-$549.9K—
TD PRIVATE CLIENT WEALTH LLC0-9,197$0-$545.2K—
Douglass Winthrop Advisors, LLC0-9,190$0-$544.8K—
Independent Advisor Alliance0-9,189$0-$544.7K—
Peregrine Asset Advisers, Inc.0-9,175$0-$543.9K—
Cordatus Wealth Management LLC0-9,035$0-$535.6K—
Principle Wealth Partners LLC0-9,022$0-$534.8K—
DecisionMap Wealth Management, LLC0-8,989$0-$532.9K—
Kathmere Capital Management, LLC0-8,981$0-$532.4K—
Boston Trust Walden Corp0-8,978$0-$532.2K—
EntryPoint Capital, LLC0-8,945$0-$530.3K—
Powers Advisory Group, LLC0-8,942$0-$530.1K—
TIAA TRUST, NATIONAL ASSOCIATION0-8,913$0-$528.4K—
FLPUTNAM INVESTMENT MANAGEMENT CO0-8,877$0-$526.2K—
Dana Investment Advisors, Inc.0-8,852$0-$524.7K—
FARMERS & MERCHANTS INVESTMENTS INC0-8,788$0-$521.0K—
Dynamic Technology Lab Private Ltd0-8,730$0-$518.0K—
RS CRUM INC.0-8,725$0-$517.2K—
Quotient Wealth Partners, LLC0-8,717$0-$516.8K—
GC Wealth Management RIA, LLC0-8,713$0-$516.5K—
B. Riley Wealth Advisors, Inc.0-8,630$0-$511.6K—
Kingsview Wealth Management, LLC0-8,621$0-$511.1K—
FORTRESS PRIVATE LEDGER, LLC0-8,613$0-$510.6K—
PINNACLE FINANCIAL PARTNERS INC0-8,389$0-$504.1K—
DAYMARK WEALTH PARTNERS, LLC0-8,477$0-$502.5K—
Sivia Capital Partners, LLC0-8,373$0-$496.3K—
Williams Jones Wealth Management, LLC.0-8,365$0-$495.9K—
Sowell Financial Services LLC0-8,341$0-$494.5K—
Hilltop National Bank0-8,302$0-$492.1K—
COUNTRY CLUB BANK /GFN0-8,300$0-$491.1K—
Resonant Capital Advisors, LLC0-8,277$0-$490.7K—
SPINNAKER TRUST0-8,255$0-$489.4K—
Cerro Pacific Wealth Advisors LLC0-8,245$0-$488.8K—
CONNING INC.0-8,238$0-$488.3K—
Rehmann Capital Advisory Group0-8,234$0-$488.1K—
Thomasville National Bank0-8,225$0-$487.6K—
Phillips Wealth Planners LLC0-8,280$0-$485.0K—
Ascent Group, LLC0-8,141$0-$482.6K—
Connor, Clark & Lunn Investment Management Ltd.0-8,094$0-$479.8K—
Diversified Trust Co0-8,069$0-$478.3K—
Wescott Financial Advisory Group, LLC0-8,032$0-$476.1K—
Principal Street Partners, LLC0-7,914$0-$469.1K—
Allen Investment Management LLC0-7,905$0-$468.6K—
HIGHLAND CAPITAL MANAGEMENT, LLC0-7,901$0-$468.4K—
WOODMONT INVESTMENT COUNSEL LLC0-7,892$0-$467.8K—
Twelve Points Wealth Management LLC0-7,886$0-$467.5K—
Fidelis Capital Partners, LLC0-7,836$0-$464.5K—
Fulton Bank, N.A.0-7,824$0-$463.8K—
ROMAN BUTLER FULLERTON & CO0-7,606$0-$463.7K—
Icon Wealth Advisors, LLC0-7,819$0-$463.5K—
BEESE FULMER INVESTMENT MANAGEMENT, INC.0-7,738$0-$458.7K—
RBO & CO LLC0-7,719$0-$457.6K—
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0-7,684$0-$455.5K—
Drucker Wealth 3.0, LLC0-7,675$0-$455.0K—
CLIFFORD SWAN INVESTMENT COUNSEL LLC0-7,649$0-$453.4K—
Octavia Wealth Advisors, LLC0-7,636$0-$452.7K—
Sound View Wealth Advisors Group, LLC0-7,620$0-$451.7K—
Leonard Rickey Investment Advisors P.L.L.C.0-7,611$0-$451.2K—
PFG Advisors0-7,606$0-$450.9K—
Stonehage Fleming Financial Services Holdings Ltd0-7,600$0-$450.5K—
Stratos Wealth Partners, LTD.0-7,575$0-$449.1K—
Steel Peak Wealth Management LLC0-7,556$0-$447.9K—
PRIVATE TRUST CO NA0-7,515$0-$445.5K—
SEARLE & CO.0-7,500$0-$444.6K—
Garner Asset Management Corp0-7,435$0-$440.7K—
PARSONS CAPITAL MANAGEMENT INC/RI0-7,423$0-$440.0K—
PharVision Advisers, LLC0-7,416$0-$439.6K—
Cohen Investment Advisors LLC0-7,408$0-$439.1K—
Gryphon Financial Partners LLC0-7,339$0-$435.1K—
Ritter Daniher Financial Advisory LLC / DE0-7,332$0-$434.6K—
GENTRY PRIVATE WEALTH, LLC0-7,314$0-$433.6K—
Transamerica Financial Advisors, Inc.0-7,307$0-$433.1K—
Moloney Securities Asset Management, LLC0-7,264$0-$430.6K—
Brucke Financial, Inc.0-7,057$0-$424.8K—
NBC SECURITIES, INC.0-7,154$0-$424.1K—
TCG Advisory Services, LLC0-7,112$0-$421.6K—
BAR HARBOR WEALTH MANAGEMENT0-7,110$0-$421.5K—
BridgePort Financial Solutions, LLC0-7,068$0-$419.0K—
TOWNSQUARE CAPITAL LLC0-7,046$0-$417.7K—
SouthState Corp0-7,015$0-$415.8K—
FCA CORP /TX0-7,000$0-$415.0K—
Equitable Holdings, Inc.0-6,957$0-$412.4K—
Optas, LLC0-6,949$0-$411.9K—
TRUST POINT INC.0-6,880$0-$407.8K—
1900 WEALTH MANAGEMENT LLC0-6,862$0-$406.8K—
SHELTON CAPITAL MANAGEMENT0-6,814$0-$403.9K—
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC0-6,790$0-$402.5K—
CLEAR STREET MARKETS LLC0-6,775$0-$401.6K—
CULLEN/FROST BANKERS, INC.0-6,721$0-$398.4K—
FIFTH THIRD BANCORP0-6,702$0-$397.3K—
Cetera Trust Company, N.A0-6,680$0-$396.0K—
Blue Barn Wealth, LLC0-6,663$0-$395.0K—
Cornerstone Wealth Group, LLC0-6,659$0-$394.8K—
TI-TRUST, INC0-6,655$0-$394.5K—
Griffith & Werner, Inc.0-6,473$0-$393.6K—
Bedell Frazier Investment Counseling, LLC0-6,606$0-$391.6K—
Simplicity Wealth,LLC0-6,599$0-$391.2K—
WealthTrust Axiom LLC0-6,573$0-$389.6K—
Penobscot Investment Management Company, Inc.0-6,524$0-$386.7K—
Port Capital LLC0-6,500$0-$385.0K—
Bedel Financial Consulting, Inc.0-6,490$0-$384.7K—
O'Brien Greene & Co. Inc0-6,479$0-$384.1K—
BROWN BROTHERS HARRIMAN & CO0-6,476$0-$383.9K—
Aspen Grove Capital, LLC0-6,392$0-$379.0K—
Court Place Advisors, LLC0-6,375$0-$377.9K—
Carnegie Capital Asset Management, LLC0-6,348$0-$376.3K—
Pine Haven Investment Counsel, Inc0-6,343$0-$376.0K—
OLD NATIONAL BANCORP /IN/0-6,332$0-$375.4K—
Red Door Wealth Management, LLC0-6,323$0-$374.8K—
Caldwell Trust Co0-6,305$0-$373.8K—
Douglas Lane & Associates, LLC0-6,290$0-$372.9K—
Blake Schutter Theil Wealth Advisors, LLC0-6,257$0-$370.9K—
MONETA GROUP INVESTMENT ADVISORS LLC0-6,246$0-$370.3K—
Crescent Grove Advisors, LLC0-6,233$0-$369.5K—
RD Lewis Holdings, Inc.0-6,036$0-$368.1K—
Schrum Private Wealth Management LLC0-6,173$0-$365.9K—
BRADLEY FOSTER & SARGENT INC/CT0-6,112$0-$362.3K—
Parkside Financial Bank & Trust0-6,098$0-$361.5K—
Robertson Stephens Wealth Management, LLC0-6,085$0-$360.7K—
Lion Street Advisors, LLC0-6,668$0-$357.3K—
KINGSWOOD WEALTH ADVISORS, LLC0-6,017$0-$356.7K—
Wedmont Private Capital0-6,069$0-$355.7K—
Phocas Financial Corp.0-6,000$0-$355.7K—
Bryn Mawr Capital Management, LLC0-5,935$0-$351.8K—
CVA Family Office, LLC0-5,922$0-$351.1K—
SEEDS INVESTOR LLC0-5,897$0-$349.6K—
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC0-5,886$0-$348.9K—
Intrua Financial, LLC0-5,861$0-$347.5K—
ROBERTS GLORE & CO INC /IL/0-5,841$0-$346.3K—
Addison Advisors LLC0-5,818$0-$344.9K—
Maia Wealth LLC0-5,659$0-$344.1K—
Total Wealth Planning, LLC0-5,793$0-$343.4K—
CERTIOR FINANCIAL GROUP, LLC0-5,780$0-$342.6K—
Probity Advisors, Inc.0-5,760$0-$341.5K—
AlTi Global, Inc.0-5,738$0-$340.1K—
Foundations Investment Advisors, LLC0-5,730$0-$339.7K—
TRITONPOINT WEALTH, LLC0-5,695$0-$337.6K—
Clarius Group, LLC0-5,647$0-$334.8K—
Atlas Brown,Inc.0-5,639$0-$334.3K—
SPC Financial, Inc.0-5,544$0-$328.6K—
Lincoln Capital LLC0-5,542$0-$327.3K—
United Advisor Group, LLC0-5,515$0-$326.9K—
TWO SIGMA ADVISERS, LP0-5,500$0-$326.0K—
BSW Wealth Partners0-5,493$0-$325.6K—
HARBOUR INVESTMENTS, INC.0-5,483$0-$325.0K—
Sepio Capital, LP0-5,424$0-$321.5K—
Atlatl Advisers LLC0-5,421$0-$321.4K—
Associated Banc-Corp0-5,374$0-$318.6K—
ATTICUS WEALTH MANAGEMENT, LLC0-5,369$0-$318.3K—
ABSHER WEALTH MANAGEMENT, LLC0-5,363$0-$317.9K—
TRAPHAGEN INVESTMENT ADVISORS LLC0-5,360$0-$317.8K—
Summit Financial, LLC0-5,356$0-$317.5K—
FRANKLIN STREET ADVISORS INC /NC0-5,327$0-$315.8K—
Rede Wealth, LLC0-5,301$0-$314.2K—
Eagle Bay Advisors LLC0-5,301$0-$314.2K—
DRIVE WEALTH MANAGEMENT, LLC0-5,289$0-$313.6K—
Sound Income Strategies, LLC0-5,262$0-$310.1K—
Sky Investment Group LLC0-5,205$0-$308.6K—
MITCHELL SINKLER & STARR/PA0-5,165$0-$306.2K—
DELTA FINANCIAL ADVISORS LLC0-5,156$0-$305.7K—
Borer Denton & Associates, Inc.0-5,155$0-$305.6K—
Fielder Capital Group LLC0-5,134$0-$304.3K—
HBK Sorce Advisory LLC0-4,968$0-$302.4K—
Empower Advisory Group, LLC0-5,036$0-$298.5K—
SIERRA OCEAN, LLC0-5,034$0-$298.4K—
Procyon Advisors, LLC0-5,025$0-$297.9K—
Fiera Capital Corp0-5,020$0-$297.6K—
Bridgefront Capital, LLC0-5,008$0-$296.9K—
Payne Capital LLC0-5,000$0-$296.4K—
Traveka Wealth, LLC0-4,940$0-$292.9K—
Financial Engines Advisors L.L.C.0-4,925$0-$292.0K—
Legacy Private Trust Co.0-4,921$0-$291.7K—
Tacita Capital Inc0-4,900$0-$290.5K—
Town & Country Bank & Trust CO dba First Bankers Trust CO0-4,885$0-$289.6K—
Hummer Financial Advisory Services Inc0-4,860$0-$288.1K—
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC0-4,847$0-$287.3K—
Claro Advisors LLC0-4,802$0-$284.7K—
SILVERLAKE WEALTH MANAGEMENT LLC0-4,786$0-$283.7K—
Klingman & Associates, LLC0-4,764$0-$282.4K—
BEACON INVESTMENT ADVISORY SERVICES, INC.0-4,735$0-$280.7K—
STEINBERG ASSET MANAGEMENT LLC0-4,708$0-$279.1K—
Platform Technology Partners0-4,675$0-$277.1K—
Sage Mountain Advisors LLC0-4,673$0-$277.0K—
RIVERSEDGE ADVISORS, LLC0-4,660$0-$276.2K—
CANANDAIGUA NATIONAL BANK & TRUST CO0-4,657$0-$276.1K—
FIDUCIARY FINANCIAL GROUP, LLC0-4,643$0-$275.2K—
Alhambra Investment Partners LLC0-4,632$0-$274.6K—
Mill Creek Capital Advisors, LLC0-4,621$0-$273.9K—
NEW WAVE WEALTH ADVISORS LLC0-4,611$0-$273.3K—
AdvisorNet Financial, Inc0-4,606$0-$273.0K—
STOCK YARDS BANK & TRUST CO0-4,578$0-$271.4K—
MARINO, STRAM & ASSOCIATES LLC0-4,551$0-$269.8K—
United Community Bank0-4,537$0-$269.0K—
EverSource Wealth Advisors, LLC0-4,531$0-$268.6K—
SCHNIEDERS CAPITAL MANAGEMENT, LLC.0-4,528$0-$268.4K—
Lafayette Investments, Inc.0-4,520$0-$267.9K—
Bramshill Investments, LLC0-4,500$0-$266.8K—
Sonoma Allocations LLC0-4,297$0-$266.6K—
Mayflower Financial Advisors, LLC0-4,492$0-$266.3K—
Clear Harbor Asset Management, LLC0-4,491$0-$266.2K—
Eagle Strategies LLC0-4,484$0-$265.8K—
Abel Hall, LLC0-4,483$0-$265.8K—
Net Worth Advisory Group0-4,473$0-$265.2K—
GRAYBILL BARTZ & ASSOC LTD0-4,471$0-$265.0K—
Cromwell Holdings LLC0-4,445$0-$263.5K—
GROUP ONE TRADING, L.P.0-4,437$0-$263.0K—
MONEY CONCEPTS CAPITAL CORP0-4,408$0-$261.3K—
Kuhn & Co Investment Counsel0-4,388$0-$260.1K—
Freestone Capital Holdings, LLC0-4,379$0-$259.6K—
Five Oceans Advisors0-4,378$0-$259.5K—
Revisor Wealth Management LLC0-4,395$0-$259.0K—
TORONTO DOMINION BANK0-4,368$0-$259.0K—
SeaCrest Wealth Management, LLC0-4,413$0-$258.8K—
Avantax Planning Partners, Inc.0-4,360$0-$258.5K—
Fort Sheridan Advisors LLC0-4,355$0-$258.2K—
SageView Advisory Group, LLC0-4,328$0-$256.5K—
Rosenberg Matthew Hamilton0-4,324$0-$256.3K—
Capital Advantage, Inc.0-4,304$0-$255.2K—
Strive Asset Management, LLC0-4,267$0-$252.9K—
a16z Perennial Management, L.P.0-4,264$0-$252.8K—
MOSELEY INVESTMENT MANAGEMENT INC0-4,257$0-$252.4K—
Regal Investment Advisors LLC0-4,251$0-$252.0K—
Centurion Wealth Management LLC0-4,226$0-$250.5K—
FRG Family Wealth Advisors LLC0-4,225$0-$250.5K—
Venturi Wealth Management, LLC0-4,218$0-$250.0K—
Newman Dignan & Sheerar, Inc.0-4,217$0-$250.0K—
Pinnacle Wealth Planning Services, Inc.0-4,215$0-$249.8K—
Grove Bank & Trust0-4,201$0-$249.0K—
Brookstone Capital Management0-4,155$0-$246.3K—
Wallace Advisory Group, LLC0-4,010$0-$245.3K—
AE Wealth Management LLC0-4,137$0-$245.2K—
IFG Advisory, LLC0-4,133$0-$245.0K—
New Republic Capital, LLC0-4,119$0-$244.2K—
MONECO Advisors, LLC0-4,095$0-$242.8K—
Spears Abacus Advisors LLC0-4,056$0-$240.4K—
CARRET ASSET MANAGEMENT, LLC0-4,044$0-$239.7K—
Live Oak Private Wealth LLC0-4,007$0-$237.5K—
Birch Hill Investment Advisors LLC0-4,000$0-$237.1K—
Essex Savings Bank0-3,997$0-$236.9K—
Fiduciary Group LLC0-3,995$0-$236.8K—
Stokes Family Office, LLC0-3,975$0-$235.6K—
Scientech Research LLC0-3,966$0-$235.1K—
USA FINANCIAL FORMULAS0-3,964$0-$235.0K—
Dynasty Wealth Management, LLC0-3,913$0-$232.0K—
Cypress Wealth Services, LLC0-3,913$0-$231.9K—
NerdWallet Wealth Partners, LLC0-3,900$0-$231.2K—
Nilsine Partners, LLC0-3,892$0-$230.7K—
Cornerstone Wealth Management, LLC0-3,885$0-$230.3K—
S.A. Mason LLC0-3,883$0-$230.2K—
FORVIS Wealth Advisors, LLC0-3,872$0-$229.5K—
Carr Financial Group Corp0-3,846$0-$228.0K—
Foster Group, Inc.0-3,839$0-$227.6K—
Sovran Advisors, LLC0-3,732$0-$227.2K—
Wellington Shields & Co., LLC0-3,812$0-$226.0K—
Fifth Third Wealth Advisors LLC0-3,807$0-$225.7K—
CHILDRESS CAPITAL ADVISORS, LLC0-3,790$0-$224.7K—
SOMERVILLE KURT F0-3,787$0-$224.5K—
Whetstone Capital Advisors, LLC0-3,771$0-$223.5K—
Binnacle Investments Inc0-3,766$0-$223.2K—
Embree Financial Group0-3,763$0-$223.1K—
Brookwood Investment Group LLC0-3,757$0-$222.7K—
EVOKE WEALTH, LLC0-3,749$0-$222.2K—
Azimuth Capital Investment Management LLC0-3,735$0-$221.4K—
Gladstone Institutional Advisory LLC0-3,719$0-$220.4K—
INVESTED ADVISORS0-3,804$0-$213.6K—
Western Wealth Management, LLC0-3,599$0-$213.3K—
Atlantic Edge Private Wealth Management, LLC0-3,591$0-$212.9K—
SITTNER & NELSON, LLC0-3,586$0-$212.6K—
Ranch Capital Advisors Inc.0-3,571$0-$211.7K—
Tradewinds, LLC.0-3,564$0-$211.3K—
FIRST HORIZON CORP0-3,560$0-$211.0K—
Verity & Verity, LLC0-3,555$0-$210.7K—
Kovack Advisors, Inc.0-3,553$0-$210.6K—
Carrera Capital Advisors0-3,542$0-$210.0K—
Oregon Pacific Wealth Management, LLC0-3,529$0-$209.2K—
Canopy Partners, LLC0-3,524$0-$208.9K—
GWN SECURITIES INC.0-3,467$0-$206.7K—
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC0-3,473$0-$205.9K—
Accuvest Global Advisors0-3,458$0-$205.0K—
WASHINGTON TRUST Co0-3,450$0-$204.5K—
Comprehensive Money Management Services LLC0-3,450$0-$204.5K—
San Luis Wealth Advisors LLC0-3,449$0-$204.5K—
Paragon Private Wealth Management, LLC0-3,419$0-$202.7K—
Frisch Financial Group, Inc.0-3,410$0-$202.1K—
Spire Wealth Management0-3,304$0-$195.8K—
EDMOND DE ROTHSCHILD HOLDING S.A.0-3,213$0-$190.5K—
CONTRAVISORY INVESTMENT MANAGEMENT, INC.0-3,073$0-$182.2K—
Caitong International Asset Management Co., Ltd0-3,072$0-$182.1K—
Bruce G. Allen Investments, LLC0-2,988$0-$177.1K—
Arlington Trust Co LLC0-2,925$0-$173.4K—
DELTA ASSET MANAGEMENT LLC/TN0-2,895$0-$171.6K—
Gen-Wealth Partners Inc0-2,800$0-$166.0K—
Parvin Asset Management, LLC0-2,785$0-$165.1K—
Riverview Trust Co0-2,685$0-$159.2K—
NEW YORK STATE COMMON RETIREMENT FUND0-2,684$0-$159.1K—
MONTAG A & ASSOCIATES INC0-2,683$0-$159.0K—
Financial Network Wealth Advisors LLC0-2,658$0-$157.6K—
OLD SECOND NATIONAL BANK OF AURORA0-2,608$0-$154.6K—
ROTHSCHILD INVESTMENT LLC0-2,554$0-$151.4K—
Westfuller Advisors, LLC0-2,461$0-$145.9K—
Johnson Financial Group, Inc.0-2,355$0-$139.6K—
Knights of Columbus Asset Advisors LLC0-2,341$0-$138.8K—
CARY STREET PARTNERS INVESTMENT ADVISORY LLC0-2,329$0-$138.1K—
Strategic Wealth Partners, Ltd.0-2,312$0-$137.1K—
Heritage Wealth Advisors0-2,274$0-$134.8K—
Thrivent Financial for Lutherans0-2,268,300$0-$134.5K—
Root Financial Partners, LLC0-2,249$0-$133.3K—
ST GERMAIN D J CO INC0-2,222$0-$131.7K—
CHILTON CAPITAL MANAGEMENT LLC0-2,203$0-$130.6K—
PRICE T ROWE ASSOCIATES INC /MD/0-2,125,365$0-$126.0K—
Global Trust Asset Management, LLC0-2,032$0-$120.5K—
HHM Wealth Advisors, LLC0-1,936$0-$114.8K—
Glen Eagle Advisors, LLC0-1,925$0-$114.1K—
Hara Capital LLC0-1,882$0-$111.6K—
Golden State Wealth Management, LLC0-1,831$0-$108.5K—
Park Place Capital Corp0-1,773$0-$105.1K—
CENTRAL TRUST Co0-1,763$0-$104.5K—
Westside Investment Management, Inc.0-1,767$0-$104.4K—
UMA Financial Services, Inc.0-1,742$0-$103.3K—
Sunbelt Securities, Inc.0-1,735$0-$102.8K—
SALEM INVESTMENT COUNSELORS INC0-1,559$0-$92.4K—
Washington Trust Advisors, Inc.0-1,491$0-$88.4K—
EVERMAY WEALTH MANAGEMENT LLC0-1,485$0-$88.0K—
Millstone Evans Group, LLC0-1,481$0-$87.8K—
GHP Investment Advisors, Inc.0-1,477$0-$87.6K—
Pingora Partners LLC0-1,392$0-$82.5K—
TFC Financial Management, Inc.0-1,345$0-$79.7K—
Harbor Asset Planning, Inc.0-1,300$0-$77.1K—
Rossby Financial, LCC0-1,297$0-$76.3K—
Ameritas Advisory Services, LLC0-1,274$0-$75.5K—
NATIXIS ADVISORS, L.P.0-1,247,467$0-$74.0K—
Field & Main Bank0-1,210$0-$71.7K—
Strengthening Families & Communities, LLC0-1,200$0-$71.1K—
HARBOR INVESTMENT ADVISORY, LLC0-1,197$0-$71.0K—
FIRST UNITED BANK & TRUST0-1,175$0-$69.7K—
LGT Financial Advisors LLC0-1,144$0-$67.8K—
FLAGSHIP WEALTH ADVISORS, LLC0-1,085$0-$64.3K—
Colonial Trust Advisors0-1,050$0-$62.2K—
THOMPSON INVESTMENT MANAGEMENT, INC.0-1,046$0-$62.0K—
Fairscale Capital, LLC0-1,042$0-$61.8K—
Missouri Trust & Investment Co0-1,000$0-$59.3K—
Quaker Wealth Management, LLC0-975$0-$57.8K—
LRI Investments, LLC0-962$0-$57.0K—
CHAPMAN FINANCIAL GROUP, LLC0-950$0-$56.3K—
Carolina Wealth Advisors, LLC0-936$0-$55.5K—
COUNTRY TRUST BANK0-923$0-$54.7K—
Salomon & Ludwin, LLC0-893$0-$52.7K—
SOA Wealth Advisors, LLC.0-862$0-$51.1K—
Mondrian Investment Partners LTD0-859$0-$50.9K—
CoreCap Advisors, LLC0-835$0-$49.5K—
AMERIFLEX GROUP, INC.0-830$0-$49.2K—
JFS WEALTH ADVISORS, LLC0-828$0-$49.1K—
MB, LEVIS & ASSOCIATES, LLC0-813$0-$48.2K—
Financial Management Professionals, Inc.0-763$0-$45.2K—
Accredited Wealth Management, LLC0-379$0-$43.0K—
CALDWELL SUTTER CAPITAL, INC.0-717$0-$42.5K—
Oakworth Capital, Inc.0-692$0-$41.0K—
Murphy & Mullick Capital Management Corp0-688$0-$40.8K—
Bogart Wealth, LLC0-676$0-$40.1K—
TD Capital Management LLC0-672$0-$39.9K—
True Wealth Design, LLC0-668$0-$39.6K—
BOYD WATTERSON ASSET MANAGEMENT LLC/OH0-645$0-$38.2K—
Financial Perspectives, Inc0-636$0-$37.7K—
RICHARDSON FINANCIAL SERVICES INC.0-618$0-$36.6K—
Janney Montgomery Scott LLC0-606,853$0-$36.0K—
Avalon Trust Co0-600$0-$35.6K—
GODSEY & GIBB, INC0-600$0-$35.6K—
TCTC Holdings, LLC0-556$0-$33.0K—
Brentview Investment Management LLC0-553$0-$32.8K—
Cornerstone Planning Group LLC0-350$0-$32.7K—
1620 INVESTMENT ADVISORS, INC.0-545$0-$32.3K—
Newbridge Financial Services Group, Inc.0-528$0-$31.3K—
Roxbury Financial LLC0-521$0-$30.9K—
Measured Wealth Private Client Group, LLC0-521$0-$30.9K—
City State Bank0-517$0-$30.6K—
GPS Wealth Strategies Group, LLC0-514$0-$30.5K—
Red Tortoise LLC0-512$0-$30.4K—
VSM Wealth Advisory, LLC0-500$0-$29.6K—
BOK Financial Private Wealth, Inc.0-500$0-$29.6K—
NISA INVESTMENT ADVISORS, LLC0-500$0-$29.6K—
AMERICAN NATIONAL BANK0-500$0-$29.6K—
Financial Life Planners0-498$0-$29.5K—
BROWN, LISLE/CUMMINGS, INC.0-486$0-$28.8K—
Asset Dedication, LLC0-476$0-$28.2K—
Vermillion Wealth Management, Inc.0-473$0-$28.0K—
Bangor Savings Bank0-469$0-$27.8K—
BAILLIE GIFFORD & CO0-456$0-$27.0K—
Palisade Asset Management, LLC0-422$0-$25.0K—
Tortoise Investment Management, LLC0-411$0-$24.4K—
CHELSEA COUNSEL CO0-400$0-$23.7K—
PARADIGM ASSET MANAGEMENT CO LLC0-400$0-$23.7K—
Core Alternative Capital0-400$0-$23.7K—
BARRETT & COMPANY, INC.0-400$0-$23.7K—
WEBSTER BANK, N. A.0-400$0-$23.7K—
Trust Co0-400$0-$23.7K—
WOLFF WIESE MAGANA LLC0-384$0-$22.8K—
HIGHLINE WEALTH PARTNERS LLC0-362$0-$21.5K—
JNBA Financial Advisors0-359$0-$21.3K—
Citizens National Bank Trust Department0-358$0-$21.2K—
McIlrath & Eck, LLC0-358$0-$21.2K—
LOOMIS SAYLES & CO L P0-356$0-$21.1K—
COMMONWEALTH EQUITY SERVICES, LLC0-353,229$0-$20.9K—
N.E.W. Advisory Services LLC0-347$0-$20.6K—
Union Bancaire Privee, UBP SA0-341$0-$20.2K—
Abound Wealth Management0-335$0-$19.9K—
Hartford Financial Management Inc.0-326$0-$19.3K—
Quintet Private Bank (Europe) S.A.0-325$0-$19.3K—
American Capital Advisory, LLC0-322$0-$19.1K—
MTM Investment Management, LLC0-320$0-$19.0K—
Guerra Advisors Inc0-318$0-$18.9K—
Seneschal Advisors, LLC0-316$0-$18.7K—
North Capital, Inc.0-315$0-$18.7K—
Smallwood Wealth Investment Management, LLC0-300$0-$17.8K—
Reynders McVeigh Capital Management, LLC0-298,311$0-$17.7K—
PROATHLETE WEALTH MANAGEMENT LLC0-298$0-$17.7K—
INGALLS & SNYDER LLC0-296,472$0-$17.6K—
QV Investors Inc.0-291,784$0-$17.3K—
Kozak & Associates, Inc.0-287$0-$17.0K—
ROCKY MOUNTAIN ADVISERS, LLC0-267$0-$15.8K—
S&T Bank/PA0-260$0-$15.4K—
PROFFITT & GOODSON INC0-256$0-$15.2K—
Sterling Capital Management LLC0-246$0-$14.6K—
REDMONT WEALTH ADVISORS LLC0-235$0-$14.4K—
ZEVIN ASSET MANAGEMENT LLC0-238,501$0-$14.1K—
West Branch Capital LLC0-231$0-$13.7K—
CITY HOLDING CO0-222$0-$13.2K—
CROWLEY WEALTH MANAGEMENT, INC.0-218$0-$12.9K—
ALBION FINANCIAL GROUP /UT0-211$0-$12.5K—
Bear Mountain Capital, Inc.0-197$0-$12.3K—
MJT & Associates Financial Advisory Group, Inc.0-203$0-$12.0K—
Key Financial Inc0-204$0-$12.0K—
MONETARY MANAGEMENT GROUP INC0-200$0-$11.9K—
Future Financial Wealth Managment LLC0-200$0-$11.9K—
ORG Partners LLC0-191$0-$11.3K—
New England Capital Financial Advisors LLC0-188$0-$11.1K—
WPG Advisers, LLC0-186$0-$11.0K—
HRT FINANCIAL LP0-184,676$0-$10.9K—
Private Wealth Asset Management, LLC0-184$0-$10.9K—
Frazier Financial Advisors, LLC0-183$0-$10.8K—
Concord Wealth Partners0-183$0-$10.8K—
OLD POINT TRUST & FINANCIAL SERVICES N A0-183$0-$10.8K—
Bare Financial Services, Inc0-182$0-$10.8K—
Wealth Preservation Advisors, LLC0-179$0-$10.6K—
CGC Financial Services, LLC0-179$0-$10.6K—
Legacy Wealth Managment, LLC/ID0-175$0-$10.4K—
ADIRONDACK TRUST CO0-170$0-$10.1K—
Annis Gardner Whiting Capital Advisors, LLC0-169$0-$10.0K—
General Partner, Inc.0-167$0-$9.9K—
Euro Pacific Asset Management, LLC0-164,157$0-$9.9K—
Bell Investment Advisors, Inc0-162$0-$9.6K—
BankPlus Trust Department0-160$0-$9.5K—
HANTZ FINANCIAL SERVICES, INC.0-156,908$0-$9.3K—
Quest 10 Wealth Builders, Inc.0-150$0-$9.0K—
Archer Investment Corp0-150$0-$8.9K—
Janney Capital Management LLC0-149,710$0-$8.9K—
CREATIVE FINANCIAL DESIGNS INC /ADV0-149$0-$8.8K—
Retirement Wealth Solutions LLC0-130$0-$7.7K—
Piscataqua Savings Bank0-130$0-$7.7K—
Grey Fox Wealth Advisors, LLC0-129$0-$7.6K—
MCF Advisors LLC0-128$0-$7.6K—
HOLLENCREST CAPITAL MANAGEMENT0-128$0-$7.6K—
Cedar Mountain Advisors, LLC0-128$0-$7.6K—
Clearstead Advisors, LLC0-125$0-$7.4K—
Glass Jacobson Investment Advisors llc0-124$0-$7.4K—
Cambridge Investment Research Advisors, Inc.0-119,944$0-$7.1K—
Park Square Financial Group, LLC0-119$0-$7.1K—
Center for Financial Planning, Inc.0-113$0-$6.7K—
FINANCIAL CONSULATE, INC0-111$0-$6.6K—
Martin Capital Partners, LLC0-111,293$0-$6.6K—
CWM, LLC0-110,416$0-$6.5K—
Abich Financial Wealth Management LLC0-108$0-$6.4K—
YANKCOM Partnership0-102$0-$6.0K—
Coston, McIsaac & Partners0-101,226$0-$6.0K—
Princeton Global Asset Management LLC0-101$0-$6.0K—
GABLES CAPITAL MANAGEMENT INC.0-100$0-$5.9K—
Pflug Koory, LLC0-100$0-$5.9K—
Rialto Wealth Management, LLC0-99$0-$5.9K—
Fourth Dimension Wealth, LLC0-93$0-$5.5K—
First Command Advisory Services, Inc.0-87$0-$5.2K—
Steigerwald, Gordon & Koch Inc.0-71$0-$4.2K—
Westend Capital Management, LLC0-70$0-$4.2K—
Centennial Bank/AR/0-60$0-$3.6K—
Indiana Trust & Investment Management CO0-60$0-$3.6K—
PARK AVENUE SECURITIES LLC0-59,202$0-$3.5K—
Western Pacific Wealth Management, LP0-52$0-$3.1K—
HOEY INVESTMENTS, INC0-52$0-$3.1K—
Crewe Advisors LLC0-51$0-$3.0K—
Minot DeBlois Advisors LLC0-50$0-$3.0K—
PITTENGER & ANDERSON INC0-50$0-$3.0K—
Copeland Capital Management, LLC0-50$0-$3.0K—
Marshall & Sterling Wealth Advisors Inc.0-49$0-$2.9K—
Summit Global Investments0-48,103$0-$2.9K—
New Millennium Group LLC0-44$0-$2.6K—
ATWOOD & PALMER INC0-42$0-$2.5K—
NATURAL INVESTMENTS, LLC0-39,709$0-$2.4K—
Dunhill Financial, LLC0-38$0-$2.3K—
FSA Wealth Management LLC0-35$0-$2.1K—
PEAPACK GLADSTONE FINANCIAL CORP0-34,470$0-$2.0K—
KERR FINANCIAL PLANNING Corp0-34$0-$2.0K—
MPWM ADVISORY SOLUTIONS, LLC0-33$0-$2.0K—
Lester Murray Antman dba SimplyRich0-32,322$0-$1.9K—
Darwin Wealth Management, LLC0-31$0-$1.9K—
DELTA CAPITAL MANAGEMENT LLC0-27,525$0-$1.6K—
Fairman Group, LLC0-26$0-$1.5K—
Gold Investment Management Ltd.0-25$0-$1.5K—
DHJJ Financial Advisors, Ltd.0-25$0-$1.5K—
Comprehensive Financial Planning, Inc./PA0-23$0-$1.4K—
HighMark Wealth Management LLC0-22$0-$1.3K—
THOMPSON SIEGEL & WALMSLEY LLC0-19,574$0-$1.2K—
PERRITT CAPITAL MANAGEMENT INC0-19$0-$1.1K—
Bollard Group LLC0-18,814$0-$1.1K—
WealthCollab, LLC0-18$0-$1.1K—
Plante Moran Financial Advisors, LLC0-17$0-$1.0K—
Caitlin John, LLC0-15$0-$889—
Quent Capital, LLC0-15$0-$889—
SG Americas Securities, LLC0-14,167$0-$840—
CENTAURUS FINANCIAL, INC.0-12,884$0-$764—
THOROUGHBRED FINANCIAL SERVICES, LLC0-12,362$0-$732—
Banco de Sabadell, S.A0-11,376$0-$672—
Old North State Trust, LLC0-10,596$0-$628—
Stone House Investment Management, LLC0-10$0-$593—
Robbins Farley0-10$0-$593—
Turning Point Benefit Group, Inc.0-10$0-$588—
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC0-7,350$0-$436—
Raleigh Capital Management Inc.0-7$0-$435—
BESSEMER GROUP INC0-7,283$0-$432—
Strategic Advocates LLC0-7$0-$415—
Rise Advisors, LLC0-6$0-$367—
Smithfield Trust Co0-6,177$0-$366—
WEDBUSH SECURITIES INC0-6,049$0-$359—
HAZLETT, BURT & WATSON, INC.0-5,585$0-$332—
Rakuten Securities, Inc.0-5$0-$296—
FDx Advisors, Inc.0-4,368$0-$263—
WoodTrust Financial Corp0-4,350$0-$258—
VALLEY NATIONAL ADVISERS INC0-4,206$0-$249—
Capital Analysts, LLC0-3,801$0-$225—
Virtu Financial LLC0-3,585$0-$212—
BOSTON FAMILY OFFICE LLC0-3,511$0-$208—
CI INVESTMENTS INC.0-2,028$0-$120—
Hemington Wealth Management0-436$0-$25—
GW&K Investment Management, LLC0-315$0-$19—
Navigoe, LLC0-248$0-$14—
Covestor Ltd0-29$0-$2—

Top Holders by reported value

Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.

ManagerShares$ ValueΔ SharesQoQ %
BANK OF AMERICA CORP /DE/5,773,638$342.3M00.0%
CHESAPEAKE ASSET MANAGEMENT LLC231,758$12.5M+213,0161136.6%
Matthew Goff Investment Advisor, LLC166,234$10.9M-25,377-13.2%
Mount Yale Investment Advisors, LLC171,636$10.0M+143,366507.1%
Allworth Financial LP160,303$9.5M+160,303—
Sanctuary Advisors, LLC119,284$7.1M+119,284—
MERCER GLOBAL ADVISORS INC /ADV107,819$7.1M-18,528-14.7%
IFP Advisors, Inc119,960$6.9M+119,960—
KEATING INVESTMENT COUNSELORS INC89,984$5.9M-10,964-10.9%
Tevis Investment Management98,076$5.8M+98,076—
Evelyn Partners Asset Management Ltd87,828$5.0M-499-0.6%
FOUNDERS FINANCIAL SECURITIES LLC54,541$3.6M-5,298-8.8%
Callahan Advisors, LLC32,651$2.1M-4,949-13.2%
Ransom Advisory, Ltd35,217$2.0M+28,084393.7%
BROADWATER CAPITAL MANAGEMENT LLC282,906$1.9M+249,706752.1%
KESTRA PRIVATE WEALTH SERVICES, LLC28,348$1.9M+10,83261.8%
Eley Financial Management, Inc18,282$1.2M-2,057-10.1%
BARCLAYS PLC18,809$1.2M+13,151232.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO19,903$1.1M-53,486-72.9%
Evelyn Partners Investment Management LLP17,340$983.2K00.0%

New & Closed Positions this quarter

Methodology

Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.

Quarter-over-quarter deltas compare each manager's most recently reported share count for UNLYF against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.

Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.