Who holds KVUEticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗
819
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$27.3B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
430
addsholders whose share count rose or who opened the position (new + add), by shares
131
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record
Holders — quarter ended 2026-03-31
ranked by reported value · Δ shares vs 2025-12-31 · kind by shares| # | Filer | Reported value | Shares | Δ shares | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.5B | 145,297,292 | −14,253,300 | trim |
| 2 | FMR LLC | $2.3B | 135,093,094 | +40,980,484 | add |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.1B | 124,424,037 | — | no prior |
| 4 | STATE STREET CORP | $2.1B | 119,571,246 | +706,112 | add |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 92,464,388 | — | no prior |
| 6 | Pentwater Capital Management LP | $896M | 52,000,000 | −4,720,600 | trim |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $881M | 51,270,216 | +1,407,642 | add |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $866M | 49,743,984 | −18,742,394 | trim |
| 9 | Independent Franchise Partners LLP | $848M | 49,208,848 | +1,062,372 | add |
| 10 | MILLENNIUM MANAGEMENT LLC | $548M | 31,801,263 | +10,000,700 | add |
| 11 | Starboard Value LP | $471M | 27,307,632 | 0 | no change |
| 12 | D. E. Shaw & Co., Inc. | $453M | 26,282,145 | −150,207 | trim |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | $423M | 24,564,292 | +343,453 | add |
| 14 | DIMENSIONAL FUND ADVISORS LP | $384M | 22,270,175 | +196,981 | add |
| 15 | MORGAN STANLEY | $368M | 21,373,366 | +4,144,404 | add |
| 16 | HBK INVESTMENTS L P | $362M | 21,000,001 | +18,465,000 | add |
| 17 | UBS Group AG | $358M | 20,763,700 | −20,988,272 | trim |
| 18 | NORTHERN TRUST CORP | $333M | 19,317,380 | −102,860 | trim |
| 19 | Invesco Ltd. | $324M | 18,789,609 | +1,238,573 | add |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $302M | 17,514,927 | +373,716 | add |
| 21 | Legal & General Group Plc | $248M | 14,384,890 | +60,652 | add |
| 22 | BANK OF AMERICA CORP /DE/ | $245M | 14,184,293 | +1,230,947 | add |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $226M | 13,137,967 | +174,304 | add |
| 24 | Amundi | $226M | 13,090,913 | −2,791,015 | trim |
| 25 | Nuveen, LLC | $199M | 11,546,249 | +2,460,214 | add |
| 26 | TUDOR INVESTMENT CORP ET AL | $192M | 11,128,599 | +4,291,016 | add |
| 27 | DEUTSCHE BANK AG\ | $190M | 11,014,726 | +2,786,131 | add |
| 28 | Bank of New York Mellon Corp | $187M | 10,864,537 | −223,497 | trim |
| 29 | CITADEL ADVISORS LLC | $187M | 10,820,981 | +8,240,323 | add |
| 30 | VANGUARD FIDUCIARY TRUST CO | $186M | 10,780,880 | — | no prior |
| 31 | ProShare Advisors LLC | $169M | 9,819,219 | −983,808 | trim |
| 32 | BANK OF MONTREAL /CAN/ | $167M | 9,659,545 | +275,345 | add |
| 33 | AMERICAN CENTURY COMPANIES INC | $164M | 9,540,731 | −17,196,792 | trim |
| 34 | ROYAL BANK OF CANADA | $155M | 8,979,296 | +3,952,444 | add |
| 35 | ALLIANCEBERNSTEIN L.P. | $139M | 8,078,367 | −1,247,133 | trim |
| 36 | YACKTMAN ASSET MANAGEMENT LP | $137M | 7,932,459 | +74,963 | add |
| 37 | EQUITY INVESTMENT CORP | $132M | 7,633,736 | +813,386 | add |
| 38 | M&G Plc | $129M | 7,579,318 | −555,913 | trim |
| 39 | Assenagon Asset Management S.A. | $110M | 6,403,576 | +2,014,672 | add |
| 40 | ING GROEP NV | $105M | 6,084,509 | −3,771,581 | trim |
| 41 | Mondrian Investment Partners LTD | $98.0M | 5,687,011 | −86,247 | trim |
| 42 | Swiss National Bank | $96.9M | 5,622,946 | +364,000 | add |
| 43 | HSBC HOLDINGS PLC | $96.6M | 5,618,177 | −4,594,559 | trim |
| 44 | AQR Arbitrage LLC | $95.2M | 5,585,579 | +2,082,648 | add |
| 45 | CITIGROUP INC | $89.9M | 5,214,598 | +2,652,208 | add |
| 46 | LMR Partners LLP | $86.4M | 5,012,829 | +826,045 | add |
| 47 | Swedbank AB | $84.7M | 4,912,842 | +4,368,731 | add |
| 48 | Sumitomo Mitsui Trust Group, Inc. | $84.0M | 4,873,809 | −343,749 | trim |
| 49 | Mitsubishi UFJ Asset Management Co., Ltd. | $83.4M | 4,838,721 | +232,222 | add |
| 50 | Magnetar Financial LLC | $79.4M | 4,605,598 | −658,305 | trim |
| 51 | LAZARD ASSET MANAGEMENT LLC | $73.9M | 4,286,035 | −925,250 | trim |
| 52 | Vanguard Global Advisers, LLC | $72.2M | 4,186,961 | — | no prior |
| 53 | RENAISSANCE TECHNOLOGIES LLC | $71.4M | 4,141,512 | +4,141,512 | new |
| 54 | Hudson Bay Capital Management LP | $70.4M | 4,085,000 | +2,805,000 | add |
| 55 | Qube Research & Technologies Ltd | $68.7M | 3,985,188 | +3,985,188 | new |
| 56 | CANADA PENSION PLAN INVESTMENT BOARD | $67.6M | 3,919,153 | 0 | no change |
| 57 | VANGUARD ASSET MANAGEMENT, Ltd | $65.6M | 3,804,108 | — | no prior |
| 58 | Verition Fund Management LLC | $65.3M | 3,786,957 | +517,572 | add |
| 59 | Squarepoint Ops LLC | $64.4M | 3,737,283 | +319,488 | add |
| 60 | BARCLAYS PLC | $64.3M | 3,727,395 | −28,020,241 | trim |
| 61 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | $62.2M | 3,607,466 | −452,671 | trim |
| 62 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $62.2M | 3,606,388 | +2,351,653 | add |
| 63 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $60.8M | 3,524,692 | −1,004,866 | trim |
| 64 | BRANDES INVESTMENT PARTNERS, LP | $60.1M | 3,484,968 | +390,320 | add |
| 65 | Man Group plc | $58.2M | 3,375,653 | +540,578 | add |
| 66 | Calamos Advisors LLC | $57.8M | 3,351,000 | +651,000 | add |
| 67 | CAXTON ASSOCIATES LLP | $57.6M | 3,343,101 | +3,343,101 | new |
| 68 | RHUMBLINE ADVISERS | $57.2M | 3,318,565 | −59,356 | trim |
| 69 | NOMURA ASSET MANAGEMENT CO LTD | $56.7M | 3,287,458 | −204,090 | trim |
| 70 | SOROS FUND MANAGEMENT LLC | $54.4M | 3,157,266 | +1,911,020 | add |
| 71 | National Pension Service | $52.7M | 3,058,325 | +3,058,325 | new |
| 72 | Vest Financial, LLC | $51.4M | 2,979,533 | −267,811 | trim |
| 73 | ALPINE ASSOCIATES MANAGEMENT INC. | $51.2M | 2,968,520 | +809,894 | add |
| 74 | WELLINGTON MANAGEMENT GROUP LLP | $50.4M | 2,921,988 | +577,901 | add |
| 75 | FIRST TRUST ADVISORS LP | $49.8M | 2,888,992 | −454,817 | trim |
| 76 | CAPSTONE INVESTMENT ADVISORS, LLC | $45.9M | 2,664,593 | −2,424,172 | trim |
| 77 | Melqart Asset Management (UK) Ltd | $43.2M | 2,508,632 | 0 | no change |
| 78 | Woodline Partners LP | $39.8M | 2,310,285 | +1,226,292 | add |
| 79 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $39.2M | 2,271,980 | −8,679,019 | trim |
| 80 | AQR CAPITAL MANAGEMENT LLC | $39.2M | 2,296,645 | +2,030,738 | add |
| 81 | Capula Management Ltd | $38.7M | 2,247,472 | +1,301,854 | add |
| 82 | Gotham Asset Management, LLC | $38.5M | 2,235,040 | +353,752 | add |
| 83 | Alberta Investment Management Corp | $38.5M | 2,232,279 | +570,663 | add |
| 84 | PRINCIPAL FINANCIAL GROUP INC | $37.0M | 2,148,997 | +20,560 | add |
| 85 | MIZUHO MARKETS AMERICAS LLC | $36.6M | 2,123,921 | −12,030,014 | trim |
| 86 | Advisors Capital Management, LLC | $36.5M | 2,116,589 | +208,418 | add |
| 87 | BANK OF NOVA SCOTIA | $36.5M | 2,115,410 | +816,428 | add |
| 88 | WELLS FARGO & COMPANY/MN | $35.6M | 2,064,027 | +165,365 | add |
| 89 | NATIXIS | $33.1M | 1,919,698 | +245,883 | add |
| 90 | ENVESTNET ASSET MANAGEMENT INC | $32.5M | 1,887,374 | −1,836,897 | trim |
| 91 | NOMURA HOLDINGS INC | $32.4M | 1,880,192 | +1,050,613 | add |
| 92 | TEACHER RETIREMENT SYSTEM OF TEXAS | $32.2M | 1,867,614 | +729,106 | add |
| 93 | Allianz Asset Management GmbH | $31.3M | 1,814,877 | +850 | add |
| 94 | RAYMOND JAMES FINANCIAL INC | $30.9M | 1,795,034 | +197,643 | add |
| 95 | Empyrean Capital Partners, LP | $29.9M | 1,732,000 | 0 | no change |
| 96 | PFA Pension, Forsikringsaktieselskab | $29.8M | 1,726,844 | +1,726,844 | new |
| 97 | TIG Advisors, LLC | $29.7M | 1,724,628 | +758,126 | add |
| 98 | SATURNA CAPITAL CORP | $28.9M | 1,677,123 | +1,677,123 | new |
| 99 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $28.7M | 1,663,517 | −3,563 | trim |
| 100 | Grantham, Mayo, Van Otterloo & Co. LLC | $28.7M | 1,662,261 | +4,227 | add |
| 101 | NUANCE INVESTMENTS, LLC | $28.5M | 1,655,524 | −1,158,461 | trim |
| 102 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $27.8M | 1,615,352 | −112,791 | trim |
| 103 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $27.7M | 1,606,796 | −49,667 | trim |
| 104 | Capital Research Global Investors | $27.5M | 1,592,321 | 0 | no change |
| 105 | Ensign Peak Advisors, Inc | $27.3M | 1,585,551 | +406,993 | add |
| 106 | AVIVA PLC | $27.2M | 1,580,043 | +44,815 | add |
| 107 | ALPS ADVISORS INC | $26.9M | 1,557,608 | +85,384 | add |
| 108 | Aberdeen Group plc | $25.3M | 1,470,240 | +66,765 | add |
| 109 | Birnam Oak Advisors, LP | $24.3M | 1,412,271 | +1,412,271 | new |
| 110 | Jefferies Financial Group Inc. | $24.1M | 1,400,000 | +1,393,156 | add |
| 111 | NATIONAL BANK OF CANADA /FI/ | $24.0M | 1,392,974 | −3,647,434 | trim |
| 112 | FRANKLIN RESOURCES INC | $23.4M | 1,355,496 | +67,164 | add |
| 113 | Quantinno Capital Management LP | $23.2M | 1,345,956 | +502,024 | add |
| 114 | AMERIPRISE FINANCIAL INC | $23.2M | 1,343,886 | −228,462 | trim |
| 115 | CREDIT AGRICOLE S A | $23.2M | 1,343,551 | −93,254 | trim |
| 116 | Holocene Advisors, LP | $22.2M | 1,289,288 | −1,503,717 | trim |
| 117 | KLP KAPITALFORVALTNING AS | $21.9M | 1,272,046 | +49,900 | add |
| 118 | BNP Paribas Asset Management Holding S.A. | $21.6M | 1,251,237 | +252,554 | add |
| 119 | DANSKE BANK A/S | $21.5M | 1,247,676 | +58,386 | add |
| 120 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.7M | 1,200,277 | −692,674 | trim |
| 121 | VICTORY CAPITAL MANAGEMENT INC | $18.8M | 1,087,990 | −1,476,671 | trim |
| 122 | Pictet Asset Management Holding SA | $18.6M | 1,078,659 | −20,010 | trim |
| 123 | READYSTATE ASSET MANAGEMENT LP | $18.2M | 1,057,316 | +459,192 | add |
| 124 | KEYBANK NATIONAL ASSOCIATION/OH | $18.2M | 1,055,555 | −571,857 | trim |
| 125 | STATE OF WISCONSIN INVESTMENT BOARD | $17.9M | 1,040,747 | +35,903 | add |
| 126 | NEW YORK STATE COMMON RETIREMENT FUND | $17.7M | 1,028,540 | −6,000 | trim |
| 127 | Universal- Beteiligungs- und Servicegesellschaft mbH | $17.1M | 991,383 | +5 | add |
| 128 | Sender Co & Partners, Inc. | $17.0M | 986,149 | −316,322 | trim |
| 129 | RBO & CO LLC | $17.0M | 984,976 | −19,526 | trim |
| 130 | PRUDENTIAL FINANCIAL INC | $16.6M | 965,498 | +1,094 | add |
| 131 | Vanguard Investments Australia, Ltd. | $16.5M | 958,747 | — | no prior |
| 132 | Chevy Chase Trust Holdings, LLC | $16.3M | 943,910 | −27,396 | trim |
| 133 | STOREBRAND ASSET MANAGEMENT AS | $16.0M | 930,121 | — | no prior |
| 134 | Absolute Gestao de Investimentos Ltda. | $15.9M | 923,260 | +923,260 | new |
| 135 | EDMOND DE ROTHSCHILD HOLDING S.A. | $15.5M | 900,000 | 0 | no change |
| 136 | ROYAL LONDON ASSET MANAGEMENT LTD | $15.5M | 896,357 | −1,444,853 | trim |
| 137 | STANSBERRY ASSET MANAGEMENT, LLC | $14.9M | 865,883 | −138 | trim |
| 138 | Slotnik Capital, LLC | $14.8M | 860,156 | +710,156 | add |
| 139 | TORONTO DOMINION BANK | $14.8M | 856,423 | −286,759 | trim |
| 140 | SKBA CAPITAL MANAGEMENT LLC | $14.6M | 845,115 | 0 | no change |
| 141 | Brevan Howard Capital Management LP | $14.5M | 841,248 | +741,482 | add |
| 142 | APG Asset Management N.V. | $14.4M | 962,108 | −35,712 | trim |
| 143 | Mitsubishi UFJ Trust & Banking Corp | $13.8M | 801,580 | +17,896 | add |
| 144 | Asset Management One Co., Ltd. | $13.8M | 800,529 | −6,503 | trim |
| 145 | Skye Global Management LP | $13.7M | 792,000 | −2,608,000 | trim |
| 146 | TD ASSET MANAGEMENT INC | $13.1M | 760,540 | +31,768 | add |
| 147 | CANYON CAPITAL ADVISORS LLC | $12.9M | 750,000 | −750,000 | trim |
| 148 | VILLERE ST DENIS J & CO LLC | $12.8M | 743,138 | −43,000 | trim |
| 149 | Mayar Capital Ltd. | $12.5M | 726,716 | 0 | no change |
| 150 | Resona Asset Management Co.,Ltd. | $12.5M | 725,531 | −3,834 | trim |
| 151 | Mariner, LLC | $12.4M | 718,259 | +139,590 | add |
| 152 | Renaissance Capital LLC | $12.1M | 692,188 | −124,530 | trim |
| 153 | PRUDENTIAL PLC | $12.1M | 701,874 | +40,299 | add |
| 154 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $12.0M | 696,678 | +106,315 | add |
| 155 | Tredje AP-fonden | $11.8M | 681,587 | +681,587 | new |
| 156 | LPL Financial LLC | $11.5M | 668,681 | −201,776 | trim |
| 157 | State of New Jersey Common Pension Fund D | $11.4M | 658,394 | −3,297 | trim |
| 158 | Illinois Municipal Retirement Fund | $11.1M | 643,141 | +72,348 | add |
| 159 | Lansforsakringar Fondforvaltning AB (publ) | $10.9M | 630,410 | +42,803 | add |
| 160 | NINE MASTS CAPITAL Ltd | $10.6M | 614,869 | +421,006 | add |
| 161 | STIFEL FINANCIAL CORP | $10.6M | 613,885 | +2,379 | add |
| 162 | Kintayl Capital LP | $10.5M | 611,377 | +258,643 | add |
| 163 | FIFTH THIRD BANCORP | $10.4M | 602,532 | +377,133 | add |
| 164 | Korea Investment CORP | $10.2M | 591,872 | −581,149 | trim |
| 165 | OMERS ADMINISTRATION Corp | $10.0M | 581,393 | +20,589 | add |
| 166 | ICICI Prudential Asset Management Co Ltd | $9.8M | 568,560 | 0 | no change |
| 167 | Quarry LP | $9.7M | 564,819 | +560,428 | add |
| 168 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $9.5M | 553,118 | −18,853 | trim |
| 169 | YOUSIF CAPITAL MANAGEMENT, LLC | $9.5M | 552,510 | +6,590 | add |
| 170 | Corient Private Wealth LLC | $9.5M | 551,194 | −393,215 | trim |
| 171 | CREDIT INDUSTRIEL ET COMMERCIAL | $9.4M | 543,251 | +420,751 | add |
| 172 | Creative Planning | $9.3M | 541,664 | +138,575 | add |
| 173 | Federation des caisses Desjardins du Quebec | $9.2M | 535,136 | +44,694 | add |
| 174 | Czech National Bank | $9.0M | 521,818 | +16,649 | add |
| 175 | Arizona State Retirement System | $9.0M | 520,897 | −5,605 | trim |
| 176 | STATE OF MICHIGAN RETIREMENT SYSTEM | $8.6M | 500,539 | −1,000 | trim |
| 177 | CIBC Asset Management Inc | $8.6M | 497,266 | +5,370 | add |
| 178 | BROWN ADVISORY INC | $8.5M | 491,376 | −22,685 | trim |
| 179 | Zurcher Kantonalbank (Zurich Cantonalbank) | $8.4M | 487,836 | +8,194 | add |
| 180 | Mirae Asset Global Investments Co., Ltd. | $8.3M | 483,500 | +72,626 | add |
| 181 | Tidal Investments LLC | $8.3M | 481,843 | +218,489 | add |
| 182 | Twin Securities, Inc. | $8.3M | 480,517 | +74,934 | add |
| 183 | Focus Partners Wealth | $8.3M | 478,984 | +32,660 | add |
| 184 | Eurizon Capital SGR S.p.A. | $8.3M | 478,823 | −514,625 | trim |
| 185 | Baird Financial Group, Inc. | $8.1M | 469,309 | +469,309 | new |
| 186 | Cresset Asset Management, LLC | $8.1M | 468,751 | +309,849 | add |
| 187 | Point72 Asset Management, L.P. | $8.0M | 461,257 | −318,587 | trim |
| 188 | MetLife Investment Management, LLC | $7.7M | 447,438 | −11,570 | trim |
| 189 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $7.7M | 446,321 | +695 | add |
| 190 | Engineers Gate Manager LP | $7.6M | 440,798 | +221,841 | add |
| 191 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $7.6M | 440,373 | +177,238 | add |
| 192 | SEB Asset Management AB | $7.5M | 437,872 | — | no prior |
| 193 | HighTower Advisors, LLC | $7.5M | 433,342 | −90,257 | trim |
| 194 | DnB Asset Management AS | $7.3M | 425,061 | +11,460 | add |
| 195 | CIBC Bancorp USA Inc. | $7.2M | 416,478 | — | no prior |
| 196 | Retirement Systems of Alabama | $7.0M | 406,878 | −677 | trim |
| 197 | Sienna Gestion | $7.0M | 402,391 | +402,391 | new |
| 198 | GLENMEDE TRUST CO NA | $6.9M | 401,685 | −53,193 | trim |
| 199 | IFM Investors Pty Ltd | $6.8M | 396,701 | +4,999 | add |
| 200 | USS Investment Management Ltd | $6.8M | 395,958 | 0 | no change |
| 201 | SEI INVESTMENTS CO | $6.8M | 392,296 | −55,003 | trim |
| 202 | ExodusPoint Capital Management, LP | $6.7M | 389,138 | −702,734 | trim |
| 203 | OSAIC HOLDINGS, INC. | $6.6M | 380,152 | −49,124 | trim |
| 204 | Swiss Life Asset Management Ltd | $6.5M | 377,376 | −58,523 | trim |
| 205 | VOYA INVESTMENT MANAGEMENT LLC | $6.5M | 377,286 | −807 | trim |
| 206 | Connor, Clark & Lunn Investment Management Ltd. | $6.4M | 371,995 | +40,912 | add |
| 207 | CIBC WORLD MARKET INC. | $6.3M | 363,448 | −380,842 | trim |
| 208 | Cerity Partners LLC | $6.2M | 360,204 | +116,296 | add |
| 209 | Wealthfront Advisers LLC | $6.1M | 354,075 | +47,362 | add |
| 210 | Daiwa Securities Group Inc. | $6.1M | 353,491 | +16,157 | add |
| 211 | Janus Henderson Group Ltd. | $6.1M | 351,873 | +110,155 | add |
| 212 | ASR Vermogensbeheer N.V. | $5.9M | 343,571 | +35,550 | add |
| 213 | MACKENZIE FINANCIAL CORP | $5.9M | 340,474 | −6,313 | trim |
| 214 | Westchester Capital Management, LLC | $5.7M | 331,350 | +298,150 | add |
| 215 | Sumitomo Mitsui DS Asset Management Company, Ltd | $5.7M | 328,374 | +7,096 | add |
| 216 | PRELUDE CAPITAL MANAGEMENT, LLC | $5.6M | 326,774 | −34,082 | trim |
| 217 | AZZAD ASSET MANAGEMENT INC /ADV | $5.5M | 320,471 | +3,222 | add |
| 218 | XPONANCE LLC | $5.5M | 320,080 | +45,043 | add |
| 219 | Bleakley Financial Group, LLC | $5.3M | 309,109 | +30,702 | add |
| 220 | Utah Retirement Systems | $5.3M | 308,892 | −6,124 | trim |
| 221 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $5.3M | 308,458 | −2,138,909 | trim |
| 222 | NEOS Investment Management LLC | $5.2M | 301,874 | +13,125 | add |
| 223 | TPG GP A, LLC | $5.2M | 300,000 | +300,000 | new |
| 224 | Trajan Wealth LLC | $5.0M | 292,288 | +36,709 | add |
| 225 | Rakuten Investment Management, Inc. | $5.0M | 287,790 | +32,402 | add |
| 226 | Brookstone Capital Management | $4.7M | 275,470 | +15,767 | add |
| 227 | Avanza Fonder AB | $4.7M | 271,977 | −3,264 | trim |
| 228 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $4.6M | 264,039 | −76,097 | trim |
| 229 | Lido Advisors, LLC | $4.5M | 260,711 | +29,986 | add |
| 230 | Sanctuary Advisors, LLC | $4.4M | 258,067 | −14,968 | trim |
| 231 | Cardinal Point Capital Management ULC | $4.4M | 257,127 | −46,563 | trim |
| 232 | P SCHOENFELD ASSET MANAGEMENT LP | $4.4M | 256,200 | +128,000 | add |
| 233 | Ethic Inc. | $4.3M | 251,970 | +3,566 | add |
| 234 | Skandinaviska Enskilda Banken AB (publ) | $4.3M | 250,000 | −166,726 | trim |
| 235 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 247,896 | +4,980 | add |
| 236 | B & T Capital Management DBA Alpha Capital Management | $4.3M | 247,165 | +12,501 | add |
| 237 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $4.3M | 247,116 | +3,070 | add |
| 238 | CAISSE DES DEPOTS ET CONSIGNATIONS | $4.3M | 247,007 | −71,093 | trim |
| 239 | Cetera Investment Advisers | $4.2M | 241,189 | −78,966 | trim |
| 240 | HF Advisory Group, LLC | $4.1M | 239,546 | +9,388 | add |
| 241 | WOLVERINE ASSET MANAGEMENT LLC | $4.1M | 235,613 | +92,735 | add |
| 242 | Generali Asset Management SPA SGR | $4.0M | 234,904 | +70,876 | add |
| 243 | Voleon Capital Management LP | $4.0M | 229,885 | +229,885 | new |
| 244 | MACQUARIE GROUP LTD | $4.0M | 229,412 | −129,928 | trim |
| 245 | Vanguard Personalized Indexing Management, LLC | $4.0M | 229,372 | +16,798 | add |
| 246 | Yakira Capital Management, Inc. | $3.9M | 228,684 | +180,827 | add |
| 247 | GUGGENHEIM CAPITAL LLC | $3.9M | 223,940 | +11,027 | add |
| 248 | BTG Pactual Asset Management US LLC | $3.9M | 223,921 | +223,921 | new |
| 249 | Snowden Capital Advisors LLC | $3.8M | 220,143 | +56,361 | add |
| 250 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $3.8M | 219,433 | 0 | no change |
| 251 | Huber Capital Management LLC | $3.8M | 219,000 | −81,894 | trim |
| 252 | SCOTIA CAPITAL INC. | $3.7M | 217,433 | +4,220 | add |
| 253 | Itau Unibanco Holding S.A. | $3.5M | 204,600 | +25,000 | add |
| 254 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $3.5M | 204,170 | +7,841 | add |
| 255 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $3.5M | 203,422 | −1,935 | trim |
| 256 | Greenland Capital Management LP | $3.5M | 201,087 | +50,000 | add |
| 257 | American Assets Investment Management, LLC | $3.4M | 200,000 | 0 | no change |
| 258 | Aequim Alternative Investments LP | $3.4M | 200,000 | +200,000 | new |
| 259 | OP Asset Management Ltd | $3.4M | 199,423 | — | no prior |
| 260 | Kinloch Capital, LLC | $3.4M | 198,406 | +76,518 | add |
| 261 | LEVIN CAPITAL STRATEGIES, L.P. | $3.4M | 196,036 | +154,279 | add |
| 262 | NORDEA INVESTMENT MANAGEMENT AB | $3.4M | 198,590 | +8,177 | add |
| 263 | UniSuper Management Pty Ltd | $3.4M | 195,418 | −5,751 | trim |
| 264 | Lorne Steinberg Wealth Management Inc. | $3.3M | 191,355 | +1,770 | add |
| 265 | JANE STREET GROUP, LLC | $3.3M | 190,275 | −404,794 | trim |
| 266 | GREAT LAKES ADVISORS, LLC | $3.1M | 180,998 | +7,815 | add |
| 267 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 179,047 | −101,606 | trim |
| 268 | BRADLEY FOSTER & SARGENT INC/CT | $3.0M | 175,428 | −13,865 | trim |
| 269 | Kestra Advisory Services, LLC | $3.0M | 175,192 | +1,385 | add |
| 270 | Empowered Funds, LLC | $3.0M | 171,972 | +12,527 | add |
| 271 | Rockefeller Capital Management L.P. | $3.0M | 171,849 | +22,917 | add |
| 272 | Kerrisdale Advisers, LLC | $2.9M | 170,807 | −173,030 | trim |
| 273 | Investment Management Corp of Ontario | $2.9M | 168,950 | +7,200 | add |
| 274 | NISA INVESTMENT ADVISORS, LLC | $2.9M | 168,003 | +18,045 | add |
| 275 | Orion Porfolio Solutions, LLC | $2.8M | 164,338 | +25,441 | add |
| 276 | Fortress Investment Group LLC | $2.8M | 163,000 | +163,000 | new |
| 277 | Cumberland Partners Ltd | $2.8M | 161,370 | 0 | no change |
| 278 | Caption Management, LLC | $2.7M | 159,400 | +15,400 | add |
| 279 | STEPHENS INC /AR/ | $2.7M | 158,135 | +3,356 | add |
| 280 | Carmignac Gestion | $2.7M | 157,574 | 0 | no change |
| 281 | CEERA INVESTMENTS, LLC | $2.7M | 156,874 | +6,625 | add |
| 282 | Robeco Institutional Asset Management B.V. | $2.7M | 155,955 | +12,795 | add |
| 283 | MUFG Securities EMEA plc | $2.7M | 155,763 | −1,439,000 | trim |
| 284 | Leo Wealth, LLC | $2.7M | 155,156 | +1,161 | add |
| 285 | Alpha Omega Wealth Management LLC | $2.7M | 154,103 | +11,484 | add |
| 286 | INTECH INVESTMENT MANAGEMENT LLC | $2.7M | 154,085 | +3,014 | add |
| 287 | ArrowMark Colorado Holdings LLC | $2.6M | 153,357 | −3,400 | trim |
| 288 | Murchinson Ltd. | $2.6M | 150,000 | 0 | no change |
| 289 | Machina Capital S.A.S. | $2.5M | 145,367 | +55,234 | add |
| 290 | Aptus Capital Advisors, LLC | $2.5M | 144,039 | +129,953 | add |
| 291 | WEALTH EFFECTS LLC | $2.5M | 142,458 | +33,494 | add |
| 292 | Oak Thistle LLC | $2.4M | 140,843 | +50,228 | add |
| 293 | Fideuram Asset Management (Ireland) dac | $2.4M | 138,720 | +112,453 | add |
| 294 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 140,188 | +67,872 | add |
| 295 | OPPENHEIMER & CO INC | $2.4M | 138,713 | +10,902 | add |
| 296 | Candriam S.C.A. | $2.3M | 134,736 | +6,356 | add |
| 297 | M&T BANK CORP | $2.3M | 134,514 | +1,218 | add |
| 298 | Callahan Advisors, LLC | $2.3M | 134,405 | 0 | no change |
| 299 | SCHRODER INVESTMENT MANAGEMENT GROUP | $2.3M | 132,730 | +15,621 | add |
| 300 | TRUIST FINANCIAL CORP | $2.3M | 132,124 | −63,946 | trim |
| 301 | Osmosis Investment Management UK Ltd | $2.2M | 127,345 | −120,324 | trim |
| 302 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.2M | 127,299 | +63,991 | add |
| 303 | GROUP ONE TRADING LLC | $2.2M | 127,042 | +127,042 | new |
| 304 | MATHER GROUP, LLC. | $2.2M | 126,630 | +59,424 | add |
| 305 | Bridgewater Associates, LP | $2.2M | 124,950 | −71,165 | trim |
| 306 | Round Hill Asset Management | $2.1M | 123,236 | +17,631 | add |
| 307 | Mill Creek Capital Advisors, LLC | $2.1M | 123,186 | −1,027 | trim |
| 308 | COMMERCE BANK | $2.1M | 122,794 | −92 | trim |
| 309 | Institute for Wealth Management, LLC. | $2.1M | 122,569 | +59,195 | add |
| 310 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.1M | 121,981 | +121,981 | new |
| 311 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.1M | 120,850 | +120,850 | new |
| 312 | NewEdge Advisors, LLC | $2.1M | 120,048 | +120,048 | new |
| 313 | AE Wealth Management LLC | $2.0M | 117,083 | +70,027 | add |
| 314 | CWM, LLC | $2.0M | 116,060 | +92,338 | add |
| 315 | MIZUHO SECURITIES USA LLC | $2.0M | 115,831 | −23,665 | trim |
| 316 | Norinchukin Bank, The | $2.0M | 114,973 | +395 | add |
| 317 | Rafferty Asset Management, LLC | $2.0M | 114,680 | −45,766 | trim |
| 318 | Crossmark Global Holdings, Inc. | $2.0M | 114,426 | — | no prior |
| 319 | Vident Advisory, LLC | $2.0M | 113,873 | +58,580 | add |
| 320 | B. Metzler seel. Sohn & Co. AG | $1.9M | 112,865 | −4,727 | trim |
| 321 | GREENWOOD CAPITAL ASSOCIATES LLC | $1.9M | 112,417 | +56,326 | add |
| 322 | Fort Sheridan Advisors LLC | $1.9M | 109,783 | −2,785 | trim |
| 323 | HARTFORD INVESTMENT MANAGEMENT CO | $1.9M | 109,611 | −1,306 | trim |
| 324 | CWC Advisors, LLC. | $1.8M | 105,115 | +8,035 | add |
| 325 | &PARTNERS | $1.8M | 104,106 | −11,876 | trim |
| 326 | Pathstone Holdings, LLC | $1.8M | 103,481 | +18,629 | add |
| 327 | EASTERLY INVESTMENT PARTNERS LLC | $1.8M | 102,340 | +90 | add |
| 328 | XTX Topco Ltd | $1.8M | 101,698 | +43,198 | add |
| 329 | MOORE CAPITAL MANAGEMENT, LP | $1.7M | 100,000 | 0 | no change |
| 330 | Wedmont Private Capital | $1.7M | 98,849 | +15,022 | add |
| 331 | OSSIAM | $1.7M | 99,128 | −13,197 | trim |
| 332 | Blackhawk Capital Partners, LLC | $1.7M | 96,412 | +96,412 | new |
| 333 | Buckley Wealth Management, LLC | $1.7M | 96,104 | +4 | add |
| 334 | Maryland State Retirement & Pension System | $1.6M | 95,060 | 0 | no change |
| 335 | Polar Asset Management Partners Inc. | $1.6M | 94,334 | −74,905 | trim |
| 336 | MAVERICK CAPITAL LTD | $1.6M | 92,009 | +92,009 | new |
| 337 | HBK Sorce Advisory LLC | $1.6M | 90,144 | −13,210 | trim |
| 338 | PANAGORA ASSET MANAGEMENT INC | $1.6M | 90,413 | 0 | no change |
| 339 | ABN AMRO INVESTMENT SOLUTIONS | $1.6M | 90,139 | −9,364 | trim |
| 340 | Jain Global LLC | $1.5M | 89,174 | −103,598 | trim |
| 341 | US BANCORP \DE\ | $1.5M | 88,736 | −33,201 | trim |
| 342 | Camelot Portfolios, LLC | $1.5M | 88,552 | −2,779 | trim |
| 343 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 87,642 | +5,417 | add |
| 344 | BAHL & GAYNOR INC | $1.5M | 87,046 | −7,603 | trim |
| 345 | Neo Ivy Capital Management | $1.5M | 86,981 | +86,981 | new |
| 346 | Allspring Global Investments Holdings, LLC | $1.5M | 85,663 | +2,074 | add |
| 347 | Apollon Wealth Management, LLC | $1.5M | 84,245 | +16,625 | add |
| 348 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1.4M | 83,340 | 0 | no change |
| 349 | Clearstead Advisors, LLC | $1.4M | 83,165 | +28,071 | add |
| 350 | Savant Capital, LLC | $1.4M | 82,136 | +33,825 | add |
| 351 | AG2R LA MONDIALE GESTION D'ACTIFS | $1.4M | 81,764 | −7,123 | trim |
| 352 | IMC-Chicago, LLC | $1.4M | 81,288 | −301,642 | trim |
| 353 | KANAWHA CAPITAL MANAGEMENT LLC | $1.4M | 80,754 | −13,911 | trim |
| 354 | BLAIR WILLIAM & CO/IL | $1.4M | 80,673 | +2,193 | add |
| 355 | SAM Advisors, LLC | $1.4M | 78,412 | +5,923 | add |
| 356 | STANCE CAPITAL LLC | $1.3M | 77,692 | −3,029 | trim |
| 357 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 77,058 | +24,541 | add |
| 358 | BOOTHBAY FUND MANAGEMENT, LLC | $1.3M | 76,561 | +19,543 | add |
| 359 | Metis Global Partners, LLC | $1.3M | 75,450 | −10,013 | trim |
| 360 | E. Ohman J:or Asset Management AB | $1.3M | 75,200 | 0 | no change |
| 361 | Maven Securities LTD | $1.3M | 75,000 | +75,000 | new |
| 362 | MML INVESTORS SERVICES, LLC | $1.3M | 73,660 | −522,485 | trim |
| 363 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $1.3M | 73,643 | −334,769 | trim |
| 364 | ASSETMARK, INC | $1.3M | 72,967 | +3,642 | add |
| 365 | Sequoia Financial Advisors, LLC | $1.2M | 72,458 | +8,838 | add |
| 366 | Independent Advisor Alliance | $1.2M | 72,121 | −1,296 | trim |
| 367 | TOKIO MARINE ASSET MANAGEMENT CO LTD | $1.2M | 71,670 | +3,319 | add |
| 368 | BOYAR ASSET MANAGEMENT INC. | $1.2M | 71,620 | −3,721 | trim |
| 369 | HANCOCK WHITNEY CORP | $1.2M | 70,098 | +10,571 | add |
| 370 | Saudi Central Bank | $1.2M | 70,722 | +70,722 | new |
| 371 | Summit Trail Advisors, LLC | $1.2M | 69,815 | +15,485 | add |
| 372 | Rossmore Private Capital | $1.2M | 68,502 | −232 | trim |
| 373 | Plato Investment Management Ltd | $1.2M | 68,363 | 0 | no change |
| 374 | PARTHENON LLC | $1.2M | 67,608 | −842 | trim |
| 375 | Merit Financial Group, LLC | $1.2M | 66,725 | +22,474 | add |
| 376 | R Squared Ltd | $1.1M | 65,589 | +37,859 | add |
| 377 | ALERUS FINANCIAL NA | $1.1M | 64,256 | +57,817 | add |
| 378 | Sterling Capital Management LLC | $1.1M | 63,921 | −48,740 | trim |
| 379 | Marble Bar Asset Management LLP | $1.1M | 62,843 | +26,382 | add |
| 380 | HB Wealth Management, LLC | $1.1M | 62,318 | +13,604 | add |
| 381 | Banque Cantonale Vaudoise | $1.1M | 61,706 | +2,370 | add |
| 382 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $1.1M | 61,308 | −108,181 | trim |
| 383 | Abundance Wealth Counselors | $1.1M | 61,302 | −1,642 | trim |
| 384 | Atria Investments, Inc | $1.0M | 60,612 | +1,044 | add |
| 385 | GATEWAY INVESTMENT ADVISERS LLC | $1.0M | 60,559 | +49,500 | add |
| 386 | AMERICAN FINANCIAL GROUP INC | $1.0M | 60,000 | 0 | no change |
| 387 | Dai-ichi Life Insurance Company, Ltd | $1.0M | 58,194 | −2,616 | trim |
| 388 | DIVERSIFY WEALTH MANAGEMENT, LLC | $966K | 56,060 | +56,060 | new |
| 389 | Kapitalo Investimentos Ltda | $965K | 56,000 | −1,944,000 | trim |
| 390 | Foyston, Gordon & Payne Inc | $957K | 55,535 | +71 | add |
| 391 | North Dakota State Investment Board | $947K | 54,923 | −10,229 | trim |
| 392 | Private Advisor Group, LLC | $947K | 54,906 | +5,189 | add |
| 393 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $944K | 54,776 | −853,211 | trim |
| 394 | Larson Financial Group LLC | $941K | 54,571 | +21,059 | add |
| 395 | BCS Private Wealth Management, Inc. | $938K | 54,389 | −2,052 | trim |
| 396 | Lighthouse Investment Partners, LLC | $933K | 54,142 | −75,372 | trim |
| 397 | DRIVE WEALTH MANAGEMENT, LLC | $915K | 53,048 | −3,970 | trim |
| 398 | FARMERS & MERCHANTS INVESTMENTS INC | $914K | 53,035 | −500 | trim |
| 399 | MUFG SECURITIES AMERICAS INC. | $914K | 53,017 | +1,405 | add |
| 400 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $905K | 52,501 | −83,758 | trim |
| 401 | Byrne Asset Management LLC | $897K | 52,056 | −1,948 | trim |
| 402 | SECURIAN ASSET MANAGEMENT, INC | $896K | 51,978 | −116 | trim |
| 403 | Lombard Odier Asset Management (Switzerland) SA | $892K | 51,718 | +5,500 | add |
| 404 | NORDEN GROUP LLC | $873K | 50,624 | +10,671 | add |
| 405 | Banque Transatlantique SA | $866K | 50,217 | +50,016 | add |
| 406 | ARQ WEALTH ADVISORS, LLC | $865K | 50,175 | +50,175 | new |
| 407 | Vazirani Asset Management LLC | $862K | 50,000 | +50,000 | new |
| 408 | NewEdge Wealth, LLC | $861K | 49,960 | −6,818 | trim |
| 409 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $836K | 48,496 | +48,496 | new |
| 410 | FIL Ltd | $821K | 47,639 | −75,785 | trim |
| 411 | AMERICAN ASSETS INC | $821K | 4,500 | −30,500 | trim |
| 412 | Americana Partners, LLC | $819K | 47,514 | −36,551 | trim |
| 413 | QUADRANT CAPITAL GROUP LLC | $790K | 45,818 | −18,478 | trim |
| 414 | SALEM INVESTMENT COUNSELORS INC | $781K | 45,302 | −401 | trim |
| 415 | Frank, Rimerman Advisors LLC | $771K | 44,736 | +20,786 | add |
| 416 | Tower Research Capital LLC (TRC) | $764K | 44,307 | −25,808 | trim |
| 417 | COLDSTREAM CAPITAL MANAGEMENT INC | $763K | 44,232 | −5,431 | trim |
| 418 | Equitable Holdings, Inc. | $737K | 42,752 | +42,752 | new |
| 419 | Diversify Advisory Services, LLC | $731K | 42,442 | −10,323 | trim |
| 420 | Allworth Financial LP | $722K | 41,877 | +6,759 | add |
| 421 | Rodgers Brothers Inc. | $711K | 41,267 | −22,401 | trim |
| 422 | Tweedy, Browne Co LLC | $705K | 40,906 | −1 | trim |
| 423 | Perpetual Ltd | $699K | 40,572 | +3,873 | add |
| 424 | Simplicity Wealth,LLC | $699K | 40,557 | +19,006 | add |
| 425 | Brooklyn Investment Group | $696K | 40,362 | +12,732 | add |
| 426 | Meiji Yasuda Asset Management Co Ltd. | $692K | 40,136 | −1,853 | trim |
| 427 | MGO ONE SEVEN LLC | $691K | 40,057 | +979 | add |
| 428 | FEDERATED HERMES, INC. | $686K | 39,809 | +29,329 | add |
| 429 | VCI Wealth Management LLC | $684K | 39,653 | −24,550 | trim |
| 430 | Vontobel Holding Ltd. | $676K | 39,197 | 0 | no change |
| 431 | Steward Partners Investment Advisory, LLC | $660K | 38,275 | −82,177 | trim |
| 432 | Siemens Fonds Invest GmbH | $642K | 37,253 | 0 | no change |
| 433 | Meeder Advisory Services, Inc. | $638K | 37,024 | +12,806 | add |
| 434 | Hamrick Investment Counsel, llc | $633K | 36,732 | — | no prior |
| 435 | EVERETT HARRIS & CO /CA/ | $627K | 36,377 | −385 | trim |
| 436 | Ardent Capital Management, Inc. | $611K | 35,452 | −1,378 | trim |
| 437 | Roundview Capital LLC | $605K | 35,089 | −1,421 | trim |
| 438 | Centiva Capital, LP | $604K | 35,045 | +35,045 | new |
| 439 | TEMA ETFS LLC | $604K | 35,014 | +182 | add |
| 440 | MAI Capital Management | $597K | 34,615 | +1,928 | add |
| 441 | Global X Japan Co., Ltd. | $596K | 34,586 | −3,993 | trim |
| 442 | Perigon Wealth Management, LLC | $591K | 34,287 | +3,537 | add |
| 443 | Caprock Group, LLC | $590K | 34,228 | −9,734 | trim |
| 444 | QRG CAPITAL MANAGEMENT, INC. | $583K | 33,807 | −8,780 | trim |
| 445 | TWO SIGMA SECURITIES, LLC | $578K | 33,533 | −24,819 | trim |
| 446 | Cove Private Wealth, LLC | $576K | 33,388 | 0 | no change |
| 447 | Verity & Verity, LLC | $573K | 33,254 | −2,213 | trim |
| 448 | Ameritas Investment Partners, Inc. | $567K | 32,898 | −25,003 | trim |
| 449 | Violich Capital Management, Inc. | $564K | 32,686 | −1,116 | trim |
| 450 | Callan Family Office, LLC | $551K | 31,984 | +8,791 | add |
| 451 | PINNACLE ASSOCIATES LTD | $549K | 31,829 | −596,504 | trim |
| 452 | Mesirow Financial Investment Management, Inc. | $544K | 31,549 | +13,605 | add |
| 453 | EXCHANGE TRADED CONCEPTS, LLC | $540K | 31,302 | −51,367 | trim |
| 454 | U.S. Capital Wealth Advisors, LLC | $536K | 31,067 | +740 | add |
| 455 | WESTPAC BANKING CORP | $536K | 31,063 | +6,343 | add |
| 456 | Belpointe Asset Management LLC | $531K | 30,814 | −2,078 | trim |
| 457 | Ascent Group, LLC | $528K | 30,607 | +8,495 | add |
| 458 | Envestnet Portfolio Solutions, Inc. | $527K | 30,588 | −79,667 | trim |
| 459 | Vise Technologies, Inc. | $524K | 30,396 | 0 | no change |
| 460 | ODDO BHF ASSET MANAGEMENT SAS | $522K | 30,267 | +931 | add |
| 461 | Modern Wealth Management, LLC | $518K | 29,777 | +5,568 | add |
| 462 | PROFFITT & GOODSON INC | $514K | 29,838 | −47 | trim |
| 463 | AssuredPartners Investment Advisors, LLC | $513K | 29,637 | −20,494 | trim |
| 464 | HARBOUR INVESTMENT MANAGEMENT LLC | $512K | 29,700 | −3,014 | trim |
| 465 | Facet Wealth, Inc. | $511K | 29,631 | +3,730 | add |
| 466 | ARMISTICE CAPITAL, LLC | $510K | 29,604 | −3,962,592 | trim |
| 467 | Legacy Capital Wealth Partners, LLC | $508K | 29,453 | +94 | add |
| 468 | Wilmington Savings Fund Society, FSB | $498K | 28,877 | 0 | no change |
| 469 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $497K | 28,835 | −846,165 | trim |
| 470 | Cohen Klingenstein LLC | $492K | 28,539 | 0 | no change |
| 471 | CALDWELL SUTTER CAPITAL, INC. | $491K | 28,477 | −403 | trim |
| 472 | WJ Financial Advisors LLC | $489K | 28,377 | −214 | trim |
| 473 | Empirical Finance, LLC | $488K | 28,325 | +48 | add |
| 474 | Fieldview Capital Management, LLC | $481K | 27,910 | +27,910 | new |
| 475 | SIGNATUREFD, LLC | $479K | 27,797 | +6,280 | add |
| 476 | Odyssean, LLC | $478K | 27,730 | +27,730 | new |
| 477 | Canvas Wealth Advisors, LLC | $470K | 27,243 | −12,737 | trim |
| 478 | Index Fund Advisors, Inc. | $468K | 27,165 | −4,591 | trim |
| 479 | OSLO PENSJONSFORSIKRING AS | $467K | 27,075 | — | no prior |
| 480 | Sigma Planning Corp | $467K | 27,075 | +530 | add |
| 481 | CSS LLC/IL | $459K | 26,600 | −9,000 | trim |
| 482 | PROFUND ADVISORS LLC | $455K | 26,394 | +2,143 | add |
| 483 | Laird Norton Wetherby Trust Company, LLC | $443K | 25,695 | −3,629 | trim |
| 484 | Ashton Thomas Private Wealth, LLC | $437K | 25,356 | +5,056 | add |
| 485 | Millstone Evans Group, LLC | $432K | 25,047 | 0 | no change |
| 486 | ELCO Management Co., LLC | $425K | 24,678 | −992 | trim |
| 487 | Aviance Capital Partners, LLC | $423K | 24,527 | −1,934 | trim |
| 488 | WELCH & FORBES LLC | $420K | 24,345 | 0 | no change |
| 489 | Southeast Asset Advisors, LLC | $419K | 24,319 | −2,410 | trim |
| 490 | AUXIER ASSET MANAGEMENT LLC | $411K | 23,828 | 0 | no change |
| 491 | D.A. DAVIDSON & CO. | $410K | 23,763 | −15,611 | trim |
| 492 | CHOREO, LLC | $408K | 23,645 | +244 | add |
| 493 | WHITE PINE CAPITAL LLC | $398K | 23,081 | 0 | no change |
| 494 | Savvy Advisors, Inc. | $397K | 23,016 | +23,016 | new |
| 495 | PFG Investments, LLC | $395K | 22,918 | −358 | trim |
| 496 | MIRABELLA FINANCIAL SERVICES LLP | $383K | 22,235 | +22,235 | new |
| 497 | Jackson Hole Capital Partners, LLC | $383K | 22,200 | 0 | no change |
| 498 | Walleye Trading LLC | $377K | 21,862 | +18,662 | add |
| 499 | ADVISORTRUST PARTNERS, LLC | $367K | 21,277 | +2,413 | add |
| 500 | Venture Visionary Partners LLC | $366K | 21,242 | −3,427 | trim |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Congress ↔ notable managers · KVUE
who in Congress disclosed purchases or sales beside which notable managers added or trimmedCongress · last 90 days
- Buyers
- 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
- Sellers
- 2 Gilbert Ray Cisneros, Jr. D–CA-31, Kevin Hern R–OK-1 $2K–$30K
filed 2026-06-16 → 2026-09-14 · totals are statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 4 Tudor Investment Corp, Caxton Associates, Soros Fund Management, Gotham Asset Management $342M held
- Trimming
- 3 Bridgewater Associates, Third Point, Sachem Head Capital $2.2M held
new + add vs trim + exit, by shares · $ = reported value now, not the change · KENVUE INC
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-09-04 | Gilbert Ray Cisneros, Jr. Congress | Sale | $1K–$15K |
| 2026-08-10 | Kevin Hern Congress | Sale | $1K–$15K |
| 2026-07-21 | Alan Armstrong Congress | Purchase | $1K–$15K |
| 2026-07-02 | Gilbert Ray Cisneros, Jr. Congress | Purchase | $1K–$15K |
| 2026-05-15 | Tudor Investment Corp 13F | add | +4,291,016 sh |
| 2026-05-15 | Soros Fund Management 13F | add | +1,911,020 sh |
| 2026-05-15 | Gotham Asset Management 13F | add | +353,752 sh |
| 2026-05-15 | Bridgewater Associates 13F | trim | −71,165 sh |
| 2026-05-15 | Third Point 13F | exit | −3,250,000 sh |
| 2026-05-15 | Sachem Head Capital 13F | exit | −3,310,000 sh |
| 2026-05-14 | Caxton Associates 13F | new | +3,343,101 sh |
11 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade
9 members of Congress disclosed KVUE — the congressional view ↗