Vault-13

BLOCK H & R INC HRB

COM · Common Stock · CUSIP 093671105 · ISIN US0936711052

American tax preparation company

508 institutional holders -35 vs Q3 2025
121,470,602121.5m shares reported held*
95.8% of all shares outstanding*
$5.3bnreported value*
53 new 156 added 201 reduced 99 sold out net bought ≈ $71.4m (-529.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($24.6m this quarter). Holder counts are more reliable. Shares outstanding: 126.8m as of 2026-01-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $43.59. Options: 14 managers hold calls ($13.3m notional), 13 hold puts ($13.4m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 460Q4 22: 453Q1 23: 424Q2 23: 398Q3 23: 413Q4 23: 468Q1 24: 479Q2 24: 497Q3 24: 543Q4 24: 551Q1 25: 566Q2 25: 563Q3 25: 543Q4 25: 508508Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022460
Q4 2022453
Q1 2023424
Q2 2023398
Q3 2023413
Q4 2023468
Q1 2024479
Q2 2024497
Q3 2024543
Q4 2024551
Q1 2025566
Q2 2025563
Q3 2025543
Q4 2025508

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q1 24: 211 bought or addedQ1 24: 229 cut or sold outQ2 24: 239 bought or addedQ2 24: 213 cut or sold outQ2 24Q3 24: 260 bought or addedQ3 24: 225 cut or sold outQ4 24: 274 bought or addedQ4 24: 235 cut or sold outQ4 24Q1 25: 259 bought or addedQ1 25: 272 cut or sold outQ2 25: 250 bought or addedQ2 25: 272 cut or sold outQ2 25Q3 25: 246 bought or addedQ3 25: 287 cut or sold outQ4 25: 209 bought or addedQ4 25: 300 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024211229
Q2 2024239213
Q3 2024260225
Q4 2024274235
Q1 2025259272
Q2 2025250272
Q3 2025246287
Q4 2025209300

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ1 25 calls: $15.5mQ1 25 puts: $25.9mQ1 25P/C 1.67Q2 25 calls: $19.0mQ2 25 puts: $18.8mQ2 25P/C 0.99Q3 25 calls: $13.8mQ3 25 puts: $11.7mQ3 25P/C 0.85Q4 25 calls: $13.3mQ4 25 puts: $13.4mQ4 25P/C 1.00
Numbers
QuarterCallsPutsP/C
Q1 2025$15.5m$25.9m1.67
Q2 2025$19.0m$18.8m0.99
Q3 2025$13.8m$11.7m0.85
Q4 2025$13.3m$13.4m1.00

Biggest buyers

FULLER & THALER ASSET MANAGEMENT, INC. Added +4,477,124+4.5m
Ranmore Fund Management Ltd New +948,000+948.0k
AQR CAPITAL MANAGEMENT LLC Added +809,438+809.4k
Lodge Hill Capital, LLC New +800,000+800.0k
MILLENNIUM MANAGEMENT LLC Added +611,265+611.3k
D. E. Shaw & Co., Inc. Added +511,377+511.4k
JANE STREET GROUP, LLC Added +365,374+365.4k
Balyasny Asset Management L.P. New +317,801+317.8k
BNP PARIBAS FINANCIAL MARKETS Added +216,190+216.2k
DIMENSIONAL FUND ADVISORS LP Added +203,478+203.5k

Biggest sellers

FRANKLIN RESOURCES INC Reduced -2,331,990-2.3m
ROYAL BANK OF CANADA Reduced -1,057,898-1.1m
Boston Partners Reduced -821,474-821.5k
LAZARD ASSET MANAGEMENT LLC Reduced -721,147-721.1k
JPMORGAN CHASE & CO Reduced -668,157-668.2k
WELLINGTON MANAGEMENT GROUP LLP Reduced -606,329-606.3k
Qube Research & Technologies Ltd Reduced -531,637-531.6k
BlackRock, Inc. Reduced -436,810-436.8k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -425,939-425.9k
VANGUARD GROUP INC Reduced -345,952-346.0k

Biggest calls

CITADEL ADVISORS LLC Added $3.0m69.8k shares
IMC-Chicago, LLC Added $2.0m46.2k shares
D. E. Shaw & Co., Inc. New $2.0m45.4k shares
Walleye Trading LLC Reduced $1.5m34.7k shares
Walleye Capital LLC Added $1.0m23.1k shares
CAPITAL FUND MANAGEMENT S.A. Added $932.6k21.4k shares
JANE STREET GROUP, LLC Added $841.1k19.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $745.2k17.1k shares
TUDOR INVESTMENT CORP ET AL New $287.6k6.6k shares
GROUP ONE TRADING LLC Added $252.8k5.8k shares

Biggest puts

PEAK6 LLC New $3.8m87.6k shares
CITADEL ADVISORS LLC Added $2.0m45.8k shares
CAPITAL FUND MANAGEMENT S.A. Added $1.9m44.3k shares
SIMPLEX TRADING, LLC Reduced $1.6m36.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.2m27.4k shares
IMC-Chicago, LLC Added $884.7k20.3k shares
Walleye Capital LLC Added $475.0k10.9k shares
SANDLER CAPITAL MANAGEMENT New $427.1k9.8k shares
TWO SIGMA INVESTMENTS, LP New $278.9k6.4k shares
JANE STREET GROUP, LLC Reduced $239.7k5.5k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +1.0 pts · filed 2026-02-05 11.5% +1.0 pts 14.6m≈ $554.7m 2026-02-05
AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 7.6% new 9.6m≈ $366.2m 2026-08-12
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.2% new 6.6m≈ $252.3m 2026-04-30

Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (5.0%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q4 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 4 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 1 sellingQ2 25Q3 25: 0 buyingQ3 25: 0 sellingQ4 25: 0 buyingQ4 25: 1 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—1$4.9m$4.9m
Q2 20240—0——
Q3 20240—4$10.0m$3.1m
Q4 20240—0——
Q1 20250—0——
Q2 20250—1$3.4m$3.4m
Q3 20250—0——
Q4 20250—1$13.9m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-11-19 Jones Jeffrey J II President & CEO, director Sold 128,818 $44.54 $5.7m128.8k shares -13%
2025-11-12 Jones Jeffrey J II President & CEO, director Sold 176,449 $46.46 $8.2m176.4k shares -16%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 15,831,22815.8m $689.9m $689.9m 0.01% Reduced -436.8k -436,810
2 FMR LLC 0.03% of their portfolio BOSTON, MA 14,567,34114.6m $634.8m $634.8m 0.03% Added +184.3k +184,330
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 13,313,82313.3m $580.2m $580.2m 0.01% Reduced -346.0k -345,952
4 FULLER & THALER ASSET MANAGEMENT, INC. 0.64% of their portfolio SAN MATEO, CA 8,571,0328.6m $373.5m $373.5m 0.64% Added +4.5m +4,477,124
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,985,1604.0m $175.4m $175.4m 0.01% Reduced -175.5k -175,465
6 AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio Greenwich, CT 3,402,7283.4m $147.0m $147.0m 0.08% Added +809.4k +809,438
7 Boston Partners 0.14% of their portfolio BOSTON, MA 3,065,0703.1m $133.6m $133.6m 0.14% Reduced -821.5k -821,474
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,890,4402.9m $126.0m $126.0m 0.01% Reduced -72.9k -72,903
9 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,519,8822.5m $109.8m $109.8m 0.02% Added +203.5k +203,478
10 LAZARD ASSET MANAGEMENT LLC 0.18% of their portfolio NEW YORK, NY 2,492,0302.5m $108.6m $108.6m 0.18% Reduced -721.1k -721,147
11 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,415,6552.4m $105.3m $105.3m 0.01% Reduced -334.8k -334,758
12 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio BOSTON, MA 1,794,4811.8m $78.2m $78.2m 0.05% Reduced -195.9k -195,886
13 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,697,9161.7m $74.0m $74.0m 0.01% Reduced -606.3k -606,329
14 CITADEL ADVISORS LLC 0.05% of their portfolio MIAMI, FL 1,598,9481.6m $69.7m $69.7m 0.05% Added +202.8k +202,769
15 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,593,4191.6m $69.4m $69.4m 0.01% Not comparable
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,576,6501.6m $68.7m $68.7m 0.01% Reduced -58.8k -58,798
17 LSV ASSET MANAGEMENT 0.15% of their portfolio CHICAGO, IL 1,534,4511.5m $66.9m $66.9m 0.15% Added +55.9k +55,900
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,500,9531.5m $65.4m $65.4m 0.00% Reduced -327.9k -327,876
19 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,419,9571.4m $61.9m $61.9m 0.01% Reduced -11.5k -11,483
20 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 1,345,7231.3m $58.6m $58.6m 0.04% Added +511.4k +511,377
21 MARSHALL WACE, LLP 0.05% of their portfolio LONDON, X0 1,175,6351.2m $51.2m $51.2m 0.05% Reduced -22.9k -22,923
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,053,7221.1m $45.9m $45.9m 0.00% Added +157.5k +157,498
23 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 1,052,3911.1m $45.9m $45.9m 0.03% Added +113.9k +113,854
24 Ranmore Fund Management Ltd 7.09% of their portfolio COBHAM, X0 948,000948.0k $41.3m $41.3m 7.09% New
25 UBS Group AG 0.01% of their portfolio ZURICH, V8 934,917934.9k $40.7m $40.7m 0.01% Added +150.7k +150,719
26 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 902,067902.1k $39.3m $39.3m 0.01% Added +39.2k +39,195
27 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 873,613873.6k $38.1m $38.1m 0.02% Added +216.2k +216,190
28 NewEdge Wealth, LLC 0.42% of their portfolio STAMFORD, CT 843,749843.7k $36.8m $36.8m 0.42% Added +373 +373
29 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 839,268839.3k $36.6m $36.6m 0.03% Added +611.3k +611,265
30 Lodge Hill Capital, LLC 6.59% of their portfolio NEW YORK, NY 800,000800.0k $34.9m $34.9m 6.59% New
31 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 781,697781.7k $34.1m $34.1m 0.01% Added +22.7k +22,726
32 Boston Trust Walden Corp 0.26% of their portfolio BOSTON, MA 776,309776.3k $33.8m $33.8m 0.26% Reduced -80.8k -80,786
33 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 691,037691.0k $30.1m $30.1m 0.01% Reduced -58.3k -58,261
34 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 681,709681.7k $29.7m $29.7m 0.01% Reduced -11.2k -11,236
35 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 640,918640.9k $27.9m $27.9m 0.00% Reduced -425.9k -425,939
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 631,511631.5k $27.5m $27.5m 0.00% Reduced -668.2k -668,157
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 613,621613.6k $26.7m $26.7m 0.00% Added +168.3k +168,287
38 Arbejdsmarkedets Tillaegspension 0.62% of their portfolio HILLEROED, G7 555,637555.6k $24.2m $24.2m 0.62% First filing
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 537,494537.5k $23.4m $23.4m 0.00% Reduced -1.1m -1,057,898
40 Pacer Advisors, Inc. 0.06% of their portfolio Malvern, PA 533,391533.4k $23.2m $23.2m 0.06% Reduced -26.0k -25,996
41 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 507,482507.5k $22.1m $22.1m 0.03% Reduced -531.6k -531,637
42 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 467,640467.6k $20.4m $20.4m 0.02% Added +365.4k +365,374
43 Bridgewater Associates, LP 0.07% of their portfolio Westport, CT 455,655455.7k $19.9m $19.9m 0.07% Reduced -150.6k -150,607
44 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 425,562425.6k $18.5m $18.5m 0.02% Reduced -6.7k -6,706
45 ALPS ADVISORS INC 0.10% of their portfolio Denver, CO 388,678388.7k $16.9m $16.9m 0.10% Reduced -22.8k -22,772
46 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 374,932374.9k $16.3m $16.3m 0.01% Reduced -11.9k -11,858
47 MILLER HOWARD INVESTMENTS INC /NY 0.49% of their portfolio KINGSTON, NY 370,841370.8k $16.2m $16.2m 0.49% Reduced -189.2k -189,224
48 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 355,800355.8k $15.5m $15.5m 0.01% Added +29.7k +29,700
49 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 353,081353.1k $15.4m $15.4m 0.01% Reduced -39.9k -39,896
50 Prevatt Capital Ltd 4.41% of their portfolio NASSAU, C5 350,000350.0k $15.3m $15.3m 4.41% Unchanged
51 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 345,643345.6k $15.1m $15.1m 0.01% Reduced -507 -507
52 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 317,801317.8k $13.8m $13.8m 0.03% New
53 ROYCE & ASSOCIATES LP 0.14% of their portfolio New York, NY 316,067316.1k $13.8m $13.8m 0.14% Added +101.5k +101,511
54 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 311,732311.7k $13.6m $13.6m 0.01% Added +143.7k +143,748
55 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 286,604286.6k $12.5m $12.5m 0.01% Reduced -14.4k -14,353
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 276,213276.2k $12.0m $12.0m 0.00% Added +103.8k +103,773
57 Framtiden Holdings Management Co LLC 13.00% of their portfolio CHICAGO, IL 275,000275.0k $12.0m $12.0m 13.00% First filing
58 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 271,894271.9k $11.8m $11.8m 0.01% Reduced -25.4k -25,392
59 Swiss National Bank 0.01% of their portfolio ZURICH, V8 252,100252.1k $11.0m $11.0m 0.01% Reduced -7.4k -7,400
60 Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio Boston, MA 240,790240.8k $10.5m $10.5m 0.03% Reduced -26.7k -26,676
61 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.61% of their portfolio Englewood, NJ 210,498210.5k $9.2m $9.2m 0.61% Added +66.4k +66,374
62 Legal & General Group Plc 0.00% of their portfolio London, X0 202,168202.2k $8.8m $8.8m 0.00% Reduced -60.9k -60,901
63 Cambria Investment Management, L.P. 0.51% of their portfolio Manhattan Beach, CA 200,151200.2k $8.7m $8.7m 0.51% Added +26.8k +26,822
64 TECTONIC ADVISORS LLC 0.45% of their portfolio FRISCO, TX 197,473197.5k $8.6m $8.6m 0.45% Added +27.7k +27,720
65 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 184,920184.9k $8.0m $8.0m 0.00% Added +118.2k +118,177
66 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 182,083182.1k $7.9m $7.9m 0.01% Added +140.5k +140,489
67 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 178,564178.6k $7.8m $7.8m 0.00% Reduced -4.7k -4,726
68 Atom Investors LP 0.59% of their portfolio AUSTIN, TX 171,538171.5k $7.5m $7.5m 0.59% New
69 Midwest Trust Co 0.09% of their portfolio Overland Park, KS 170,328170.3k $7.4m $7.4m 0.09% Reduced -3.4k -3,442
70 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 168,241168.2k $7.3m $7.3m 0.00% Added +39.3k +39,328
71 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 165,431165.4k $7.2m $7.2m 0.10% Reduced -27.8k -27,831
72 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 154,795154.8k $8.0m $8.0m 0.01% Unchanged
73 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 151,731151.7k $6.6m $6.6m 0.02% Reduced -10.1k -10,137
74 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 150,854150.9k $6.6m $6.6m 0.01% Reduced -4.9k -4,947
75 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 150,146150.1k $6.6m $6.6m 0.00% Reduced -74.3k -74,338
76 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 145,565145.6k $6.3m $6.3m 0.03% Added +70.6k +70,577
77 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 142,169142.2k $6.2m $6.2m 0.01% Reduced -1.2k -1,164
78 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 137,929137.9k $6.0m $6.0m 0.01% Added +80.0k +79,993
79 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 137,927137.9k $6.0m $6.0m 0.01% Reduced -7.1k -7,132
80 Crossmark Global Holdings, Inc. 0.08% of their portfolio HOUSTON, TX 135,875135.9k $5.9m $5.9m 0.08% Reduced -18.7k -18,707
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 133,636133.6k $5.8m $5.8m 0.01% Added +5.3k +5,329
82 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 121,127121.1k $5.3m $5.3m 0.01% Added +113.1k +113,106
83 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 119,858119.9k $5.2m $5.2m 0.01% New
84 Ruffer LLP 0.23% of their portfolio LONDON, X0 118,033118.0k $5.2m $5.2m 0.23% Added +26.1k +26,083
85 MAVERICK CAPITAL LTD 0.05% of their portfolio DALLAS, TX 114,426114.4k $5.0m $5.0m 0.05% New
86 NATIXIS 0.02% of their portfolio PARIS, I0 112,116112.1k $4.9m $4.9m 0.02% Added +105.8k +105,819
87 NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio ST. LOUIS, MO 111,583111.6k $4.9m $4.9m 0.02% Reduced -7.9k -7,900
88 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 110,986111.0k $4.8m $4.8m 0.00% Reduced -11.4k -11,423
89 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 109,330109.3k $4.8m $4.8m 0.01% Added +5.5k +5,483
90 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 107,486107.5k $4.7m $4.7m 0.00% Reduced -2.3m -2,331,990
91 Sound Income Strategies, LLC 0.21% of their portfolio FT LAUDERDALE, FL 106,077106.1k $4.5m $4.5m 0.21% Added +101.0k +101,025
92 Illinois Municipal Retirement Fund 0.06% of their portfolio OAK BROOK, IL 105,164105.2k $4.6m $4.6m 0.06% Added +10.3k +10,288
93 IBEX WEALTH ADVISORS 0.45% of their portfolio BEDMINSTER, NJ 104,731104.7k $4.6m $4.6m 0.45% Added +1.2k +1,212
94 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 102,676102.7k $4.5m $4.5m 0.01% Reduced -3.1k -3,053
95 CRAWFORD INVESTMENT COUNSEL INC 0.07% of their portfolio ATLANTA, GA 101,436101.4k $4.4m $4.4m 0.07% Added +311 +311
96 OSSIAM 0.09% of their portfolio PARIS, I0 99,40599.4k $4.3m $4.3m 0.09% New
97 Rodgers Brothers Inc. 0.52% of their portfolio Harmony, PA 99,40099.4k $4.3m $4.3m 0.52% Reduced -250 -250
98 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 97,71097.7k $4.3m $4.3m 0.01% Added +23.2k +23,231
99 Campbell & CO Investment Adviser LLC 0.20% of their portfolio BALTIMORE, MD 97,27397.3k $4.2m $4.2m 0.20% Added +85.5k +85,534
100 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 97,19797.2k $4.2m $4.2m 0.00% Added +5.8k +5,780