Vault-13

UTZ BRANDS INC UTZ

COM CL A · Common Stock · CUSIP 918090101

190 institutional holders +1 vs Q2 2023
70,170,25970.2m shares reported held*
$942.6mreported value*
24 new 84 added 50 reduced 23 sold out net bought ≈ $30.8m (+2.3m 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 ($727.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.43. Options: 7 managers hold calls ($1.7m notional), 5 hold puts ($684.2k).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 178Q4 22: 179Q1 23: 197Q2 23: 189Q3 23: 190190Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022178
Q4 2022179
Q1 2023197
Q2 2023189
Q3 2023190

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 91 bought or addedQ4 22: 74 cut or sold outQ4 22Q1 23: 105 bought or addedQ1 23: 74 cut or sold outQ1 23Q2 23: 101 bought or addedQ2 23: 76 cut or sold outQ2 23Q3 23: 108 bought or addedQ3 23: 73 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20229174
Q1 202310574
Q2 202310176
Q3 202310873

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ4 22 calls: $2.4mQ4 22 puts: $1.6mQ4 22P/C 0.65Q1 23 calls: $2.0mQ1 23 puts: $1.0mQ1 23P/C 0.52Q2 23 calls: $2.9mQ2 23 puts: $1.4mQ2 23P/C 0.49Q3 23 calls: $1.7mQ3 23 puts: $684.2kQ3 23P/C 0.40
Numbers
QuarterCallsPutsP/C
Q4 2022$2.4m$1.6m0.65
Q1 2023$2.0m$1.0m0.52
Q2 2023$2.9m$1.4m0.49
Q3 2023$1.7m$684.2k0.40

Biggest buyers

DF DENT & CO INC Added +830,067+830.1k
MILLENNIUM MANAGEMENT LLC New +661,078+661.1k
Gratus Capital, LLC New +481,615+481.6k
Copeland Capital Management, LLC Added +363,098+363.1k
ENVESTNET ASSET MANAGEMENT INC Added +297,395+297.4k
DIMENSIONAL FUND ADVISORS LP Added +285,907+285.9k
First Eagle Investment Management, LLC Added +200,850+200.8k
UBS Group AG Added +191,441+191.4k
MORGAN STANLEY Added +185,723+185.7k
AMERIPRISE FINANCIAL INC Added +184,485+184.5k

Biggest sellers

Engle Capital Management, L.P. Sold out -700,000-700.0k
LAZARD ASSET MANAGEMENT LLC Reduced -351,258-351.3k
Rockefeller Capital Management L.P. Reduced -331,957-332.0k
GOLDMAN SACHS GROUP INC Reduced -329,388-329.4k
COMERICA BANK Reduced -180,689-180.7k
Invesco Ltd. Reduced -179,583-179.6k
JENNISON ASSOCIATES LLC Reduced -165,727-165.7k
MARSHALL WACE, LLP Reduced -165,333-165.3k
NEUBERGER BERMAN GROUP LLC Reduced -118,091-118.1k
State of Tennessee, Department of Treasury Sold out -88,995-89.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $903.8k67.3k shares
CITADEL ADVISORS LLC Added $431.1k32.1k shares
JANE STREET GROUP, LLC Reduced $279.3k20.8k shares
SIMPLEX TRADING, LLC Reduced $106.0k7.9k shares
GROUP ONE TRADING LLC Reduced $4.0k300 shares
Walleye Trading LLC Reduced $4.0k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $397.5k29.6k shares
Walleye Trading LLC Reduced $232.3k17.3k shares
CITADEL ADVISORS LLC Reduced $44.3k3.3k shares
SIMPLEX TRADING, LLC Reduced $10.0k800 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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
Series R of UM Partners, LLC 13D · may seek influence filed 2026-07-22
Stated purposeItem 4 of the Schedule 13D is hereby amended and restated in its entirety as follows: Merger Agreement; Merger Consideration and Treatment of Equity Awards As summarized under Item 3 above, on July 20, 2026, the Issuer, Acquiror, Merger Sub and Parent entered into the Merger Agreement. The Issuer's board of directors, acting on the unanimous recommendation of a special committee of the Issuer's board of directors, consisting only of directors that the Issuer's board of directors determined to each be a "disinterested director" (as defined in Section 144 of the General Corporation Law of the State of Delaware, as amended (the "DGCL")), with respect to the contemplated transactions (the "Special Committee"), has unanimously of all voting, among other things, (i) determined that the Merger… Full filing
37.3% 50.6m≈ $389.7m 2026-07-22
BlackRock, Inc. 13G · institution filed 2025-04-24 5.8% 5.0m≈ $38.5m 2025-04-24
DEROMEDI ROGER K 13G · exempt (held before listing) filed 2025-10-10 5.5% 4.8m≈ $36.8m 2025-10-10
GLAZER CAPITAL, LLC 13G · passive investor new · filed 2026-10-09 5.0% new 4.4m≈ $34.2m 2026-10-09

Fell to 5% or below in the last year: AMERIPRISE FINANCIAL INC (2.2%, 2026-05-15), JPMORGAN CHASE & CO (4.6%, 2026-05-13), VANGUARD GROUP INC (0.0%, 2026-03-27), INTEGRATED CORE STRATEGIES (US) LLC (2.9%, 2026-01-20)

Insider purchases and sales in Q3 2023

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
10010Q4 21: 2 buyingQ4 21: 1 sellingQ1 22: 8 buyingQ1 22: 0 sellingQ1 22Q2 22: 3 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 1 sellingQ3 22Q4 22: 1 buyingQ4 22: 3 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 1 buyingQ2 23: 1 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20212$100.4k1$4.0m—
Q1 20228$749.5k0——
Q2 20223$114.0k0——
Q3 20220—1$307.9k—
Q4 20221$12.4k3$2.0m—
Q1 20230—0——
Q2 20231$250.0k1$174.8k$174.8k
Q3 20230—0——

None reported in Q3 2023.

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 6,757,4426.8m $90.8m $90.8m 0.00% Added +10.2k +10,173
2 Champlain Investment Partners, LLC 0.52% of their portfolio BURLINGTON, VT 5,940,1405.9m $79.8m $79.8m 0.52% Added +24.0k +24,040
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 5,437,8125.4m $73.0m $73.0m 0.01% Added +100.0k +99,996
4 BlackRock Inc. 0.00% of their portfolio New York, NY 4,942,0864.9m $66.4m $66.4m 0.00% Added +73.2k +73,185
5 NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio NEW YORK, NY 4,764,5754.8m $64.0m $64.0m 0.06% Reduced -118.1k -118,091
6 T. Rowe Price Investment Management, Inc. 0.04% of their portfolio BALTIMORE, MD 4,352,0594.4m $58.4m $58.4m 0.04% Reduced -1.1k -1,148
7 DF DENT & CO INC 0.79% of their portfolio BALTIMORE, MD 4,011,2004.0m $53.9m $53.9m 0.79% Added +830.1k +830,067
8 BAMCO INC /NY/ 0.13% of their portfolio NEW YORK, NY 3,250,0003.2m $43.6m $43.6m 0.13% Unchanged
9 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,960,5183.0m $39.8m $39.8m 0.01% Reduced -329.4k -329,388
10 Copeland Capital Management, LLC 0.79% of their portfolio Conshohocken, PA 2,752,8652.8m $37.0m $37.0m 0.79% Added +363.1k +363,098
11 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 1,643,7231.6m $22.1m $22.1m 0.02% Reduced -165.7k -165,727
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,473,7021.5m $19.9m $19.9m 0.00% Added +39.3k +39,326
13 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,404,5451.4m $18.9m $18.9m 0.00% Added +63.7k +63,662
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,250,8271.3m $16.8m $16.8m 0.01% Added +184.5k +184,485
15 GW&K Investment Management, LLC 0.16% of their portfolio BOSTON, MA 1,166,8991.2m $15.7m $15.7m 0.16% Added +9.0k +9,021
16 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 961,936961.9k $12.9m $12.9m 0.00% Added +285.9k +285,907
17 EMERALD ADVISERS, LLC 0.60% of their portfolio LEOLA, PA 929,896929.9k $12.5m $12.5m 0.60% Added +126.9k +126,948
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 889,034889.0k $11.9m $11.9m 0.00% Added +62.9k +62,926
19 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 849,080849.1k $11.4m $11.4m 0.01% Reduced -23.6k -23,571
20 Advisors Capital Management, LLC 0.29% of their portfolio RIDGEWOOD, NJ 837,521837.5k $11.2m $11.2m 0.29% Added +29.4k +29,432
21 EMERALD MUTUAL FUND ADVISERS TRUST 0.61% of their portfolio LEOLA, PA 752,119752.1k $10.1m $10.1m 0.61% Added +95.2k +95,243
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 710,165710.2k $9.5m $9.5m 0.00% Added +297.4k +297,395
23 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 687,480687.5k $9.2m $9.2m 0.04% Reduced -332.0k -331,957
24 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 661,078661.1k $8.9m $8.9m 0.01% New
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 594,643594.6k $8.0m $8.0m 0.00% Added +191.4k +191,441
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 561,711561.7k $7.5m $7.5m 0.00% Added +185.7k +185,723
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 533,635533.6k $7.2m $7.2m 0.00% Added +23.1k +23,109
28 DAVENPORT & Co LLC 0.05% of their portfolio RICHMOND, VA 484,490484.5k $6.5m $6.5m 0.05% Reduced -22.7k -22,666
29 Gratus Capital, LLC 0.44% of their portfolio ATLANTA, GA 481,615481.6k $6.5m $6.5m 0.44% New
30 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 473,400473.4k $6.4m $6.4m 0.01% Added +181.6k +181,599
31 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 409,027409.0k $5.5m $5.5m 0.01% Added +200.8k +200,850
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 389,397389.4k $5.2m $5.2m 0.00% Added +3.3k +3,315
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 373,233373.2k $5.0m $5.0m 0.00% Added +135.5k +135,537
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 365,124365.1k $4.9m $4.9m 0.00% Added +86.0k +85,953
35 PATHSTONE FAMILY OFFICE, LLC 0.03% of their portfolio ENGLEWOOD, NJ 300,466300.5k $4.0m $4.0m 0.03% Added +888 +888
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 272,239272.2k $3.7m $3.7m 0.00% Reduced -6.2k -6,224
37 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 272,175272.2k $3.7m $3.7m 0.01% Reduced -18.8k -18,839
38 AMI ASSET MANAGEMENT CORP 0.18% of their portfolio LOS ANGELES, CA 219,546219.5k $2.9m $2.9m 0.18% Reduced -8.8k -8,838
39 Select Asset Management & Trust 1.51% of their portfolio MECHANICSBURG, PA 193,038193.0k $2.6m $2.6m 1.51% Unchanged
40 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 174,449174.4k $2.3m $2.3m 0.00% Added +9.5k +9,497
41 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 173,989174.0k $2.3m $2.3m 0.00% Reduced -1.4k -1,384
42 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 162,444162.4k $2.2m $2.2m 0.01% Added +16.8k +16,801
43 Swiss National Bank 0.00% of their portfolio ZURICH, V8 151,500151.5k $2.0m $2.0m 0.00% Added +1.6k +1,600
44 Bahl & Gaynor LLC 0.01% of their portfolio CINCINNATI, OH 145,853145.9k $2.0m $2.0m 0.01% Added +340 +340
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 137,448137.4k $1.8m $1.8m 0.00% Added +17.8k +17,762
46 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 119,886119.9k $1.6m $1.6m 0.00% Unchanged
47 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 111,859111.9k $1.5m $1.5m 0.00% Added +2.7k +2,666
48 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 111,362111.4k $1.5m $1.5m 0.02% Reduced -9.1k -9,126
49 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 111,362111.4k $1.5m $1.5m 0.02% Reduced -9.1k -9,126
50 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 110,908110.9k $1.5m $1.5m 0.00% Reduced -36.5k -36,470
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 104,619104.6k $1.4m $1.4m 0.00% Added +31.6k +31,551
52 Alpine Global Management, LLC 0.17% of their portfolio NEW YORK, NY 104,000104.0k $1.4m $1.4m 0.17% New
53 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 103,825103.8k $1.4m $1.4m 0.02% Added +25.6k +25,632
54 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 103,764103.8k $1.4m $1.4m 0.00% Reduced -165.3k -165,333
55 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 98,42298.4k $1.3m $1.3m 0.00% Added +14.5k +14,452
56 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 94,21094.2k $1.3m $1.3m 0.00% Added +1.8k +1,767
57 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 91,24391.2k $1.2m $1.2m 0.00% Reduced -179.6k -179,583
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 86,24186.2k $1.2m $1.2m 0.00% Added +70.0k +69,954
59 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 84,16184.2k $1.1m $1.1m 0.00% Added +28.1k +28,079
60 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 83,24783.2k $1.1m $1.1m 0.00% Reduced -12.3k -12,279
61 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 79,25279.3k $1.1m $1.1m 0.01% New
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 76,84476.8k $1.0m $1.0m 0.00% Reduced -7.7k -7,716
63 Oliver Luxxe Assets LLC 0.22% of their portfolio GLADSTONE, NJ 63,51263.5k $853.0k $853.0k 0.22% Added +34.8k +34,820
64 Jackson Creek Investment Advisors LLC 0.36% of their portfolio CASTLE ROCK, CO 63,46663.5k $852.0k $852.0k 0.36% New
65 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 63,30063.3k $850.1k $850.1k 0.00% Unchanged
66 Legal & General Group Plc 0.00% of their portfolio London, X0 62,33362.3k $837.1k $837.1k 0.00% Added +5.9k +5,863
67 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 62,17162.2k $1.0m $1.0m 0.00% Reduced -5.7k -5,749
68 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 61,58461.6k $827.1k $827.1k 0.01% New
69 ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio Chicago, IL 61,40561.4k $824.7k $824.7k 0.01% Added +378 +378
70 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 59,06559.1k $793.2k $793.2k 0.00% Reduced -42.0k -42,030
71 GROUP ONE TRADING LLC 0.03% of their portfolio CHICAGO, IL 57,52757.5k $772.6k $772.6k 0.03% Unchanged
72 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 51,18351.2k $687.4k $687.4k 0.00% Added +1.9k +1,918
73 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 49,38049.4k $663.2k $663.2k 0.01% Reduced -87 -87
74 OUTFITTERS FINANCIAL LLC 0.62% of their portfolio Brunswick, ME 49,24549.2k $661.4k $661.4k 0.62% Added +1.0k +1,000
75 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 49,02749.0k $658.4k $658.4k 0.00% Reduced -2.7k -2,707
76 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 48,22048.2k $647.6k $647.6k 0.00% Unchanged
77 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 42,60942.6k $572.2k $572.2k 0.01% Reduced -16.9k -16,855
78 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 42,60142.6k $572.1k $572.1k 0.00% Added +4.0k +4,023
79 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 42,58042.6k $572.0k $572.0k 0.00% Added +3.5k +3,491
80 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 41,65841.7k $559.5k $559.5k 0.00% New
81 Capital Impact Advisors, LLC 0.91% of their portfolio Boston, MA 40,50240.5k $543.9k $543.9k 0.91% Unchanged
82 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 40,12240.1k $538.8k $538.8k 0.00% Reduced -84.1k -84,074
83 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 39,06439.1k $524.6k $524.6k 0.00% Unchanged
84 DIVERSIFIED TRUST CO 0.02% of their portfolio MEMPHIS, TN 38,45538.5k $516.5k $516.5k 0.02% Added +2.2k +2,216
85 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 35,95736.0k $482.9k $482.9k 0.00% Added +1.3k +1,279
86 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 34,90334.9k $468.7k $468.7k 0.00% Unchanged
87 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,71334.7k $466.2k $466.2k 0.00% Added +4.8k +4,772
88 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 33,76933.8k $453.5k $453.5k 0.00% Added +5.5k +5,513
89 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 32,70032.7k $439.0k $439.0k 0.00% New
90 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 31,77431.8k $426.7k $426.7k 0.00% Added +3.5k +3,468
91 DARK FOREST CAPITAL MANAGEMENT LP 0.03% of their portfolio NEW YORK, NY 30,07630.1k $403.9k $403.9k 0.03% Added +7.0k +6,995
92 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,87629.9k $401.2k $401.2k 0.00% Reduced -21.4k -21,441
93 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 29,23629.2k $392.6k $392.6k 0.00% Added +490 +490
94 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 28,56828.6k $383.7k $383.7k 0.02% Added +1.1k +1,092
95 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 27,89427.9k $374.3k $374.3k 0.00% Reduced -1 -1
96 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 27,75327.8k $372.7k $372.7k 0.00% Added +224 +224
97 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 26,06026.1k $350.0k $350.0k 0.02% Reduced -24.6k -24,600
98 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,66124.7k $331.2k $331.2k 0.00% Added +169 +169
99 BEACON INVESTMENT ADVISORS LLC 0.23% of their portfolio Gaithersburg, MD 24,34924.3k $327.0k $327.0k 0.23% Reduced -580 -580
100 Legacy Wealth Asset Management, LLC 0.11% of their portfolio WOODBURY, MN 23,18623.2k $311.4k $311.4k 0.11% Reduced -156 -156