AlconALC

13F holders, Q2 2026 (June 30)
633holders −23
69new positions
90sold out
7famous investors
$66.95avg. 13F price*

At the end of Q2 2026, 633 institutions reported holding Alcon Inc. (ALC) in their 13F filings, down 23 from Q1 2026. 69 opened new positions and 90 sold out. The largest holders were Vanguard Capital Management LLC ($994.6M), Bank of New York Mellon Corp ($876.2M) and Norges Bank ($741.4M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alcon Inc.
Filed as
ALCON AG (Q2 2026)
CUSIP
H01301128
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 616Q1 2024Q2 2024: 633Q2 2024Q3 2024: 658Q3 2024Q4 2024: 661Q4 2024Q1 2025: 660Q1 2025Q2 2025: 652Q2 2025Q3 2025: 638Q3 2025Q4 2025: 657Q4 2025Q1 2026: 656Q1 2026Q2 2026: 633Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions69$619.2M
Exits90$490.6M

All 13F filers, Q1 2026 → Q2 2026: 35,479,712 shares bought and 33,484,693 shares sold, net +1,995,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 633 holders

Vanguard Capital Management LLC 0.02% Reduce -0.8% 14,749,582 $994.6M
Bank of New York Mellon Corp 0.14% Reduce -16.7% 13,057,962 $876.2M
Norges Bank 0.07% — 10,976,697 $741.4M
Invesco Ltd. 0.06% Add +2786.3% 10,380,332 $696.5M
Ako Capital LLP 15.19% Add +3.8% 9,683,004 $651.9M
Aristotle Capital Management, LLC 1.29% Reduce -5.8% 9,154,828 $614.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 1.03% Reduce -1.3% 7,915,741 $535.8M
FMR LLC 0.02% Reduce -38.3% 7,662,988 $514.2M
UBS Group AG 0.08% Add +20.6% 7,156,307 $480.2M
Amundi 0.11% Add +16.3% 6,637,563 $445.4M
Select Equity Group, L.P. 2.07% Add +1.6% 5,766,342 $390.3M
Vontobel Holding Ltd. 1.28% Add +3.3% 5,643,891 $381.2M
Pictet Asset Management Holding SA 0.36% Add +11.2% 5,534,203 $374.6M
Deutsche Bank AG 0.10% Add +7.4% 5,346,631 $358.8M
Goldman Sachs Group Inc. 0.03% Reduce -19.7% 4,677,162 $313.8M
Vanguard Fiduciary Trust Co. 0.06% Reduce -0.9% 4,315,146 $291.0M
Allspring Global Investments Holdings, LLC 0.42% Reduce -0.7% 4,101,263 $274.0M
Royal Bank of Canada 0.05% Reduce -3.4% 4,016,341 $269.5M
Legal & General Group Plc 0.05% Reduce -3.5% 3,812,475 $258.1M
Wgi Dm, LLC 20.11% New 3,463,123 $232.4M
Southpoint Capital Advisors LP 5.19% No change 3,400,000 $228.1M
Troy Asset Management Ltd 5.79% Add +27.2% 3,801,548 $207.6M
Bank of America Corp. 0.01% Reduce -20.9% 2,464,811 $165.4M
Arrowstreet Capital, Limited Partnership 0.07% Add +193.9% 2,388,071 $160.7M
Caisse Des Depots Et Consignations 2.72% No change 2,374,092 $160.7M
JPMorgan Chase & Co. 0.01% Add +64.4% 2,221,073 $150.2M
Dimensional Fund Advisors LP 0.03% New 2,228,302 $149.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.10% Add +4.3% 2,163,119 $145.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Reduce -3.8% 2,091,787 $141.3M
Canada Pension Plan Investment Board 0.07% Add +46.7% 1,958,303 $132.3M
Focus Partners Wealth 0.13% Add +22.5% 1,907,874 $128.1M
Barclays PLC 0.04% Reduce -33.7% 1,874,200 $125.8M
D. E. Shaw & Co. 0.08% Add +60.1% 1,857,763 $124.7M
Bank Julius Baer & Co. Ltd, Zurich 0.31% Add +11.4% 1,781,615 $120.5M
Clearbridge Investments, LLC 0.09% Reduce -29.1% 1,685,161 $113.1M
Thornburg Investment Management Inc. 1.05% Reduce -4.5% 1,632,356 $109.7M
Citigroup Inc. 0.05% Add +7.2% 1,543,514 $104.5M
1832 Asset Management L.P. 0.12% Add +218.4% 1,507,303 $101.1M
King Luther Capital Management Corp. 0.41% Reduce -22.5% 1,477,554 $99.1M
Compagnie Lombard Odier SCmA 1.00% Reduce -2.4% 1,369,005 $92.7M
Liontrust Investment Partners LLP 1.36% New 1,366,637 $92.5M
Fiera Capital Corp 0.34% Reduce -33.2% 1,377,206 $92.4M
Morgan Stanley 0.00% Reduce -12.7% 1,343,873 $90.2M
Primecap Management Co. 0.05% No change 1,340,866 $90.0M
Rudius Management LP 22.71% Reduce -27.0% 1,307,914 $87.8M
Banque Cantonale Vaudoise 3.32% Add +3.1% 1,158,270 $78.4M
Allianz Asset Management GmbH 0.07% Reduce -7.9% 1,108,247 $75.0M
Nuveen, LLC 0.02% Reduce -9.6% 1,013,867 $68.6M
Ilex Capital Partners (UK) LLP 1.40% Reduce -19.0% 1,010,855 $68.3M
Brown Brothers Harriman & Co. 0.30% Reduce -50.5% 1,015,513 $68.1M
Sei Investments Co. 0.05% Reduce -2.1% 916,822 $61.5M
SIH Partners, LLLP 2.52% Add +106.1% 900,319 $60.4M
Beck Mack & Oliver LLC 1.10% Add +300.6% 837,556 $56.2M
Franklin Resources Inc. 0.01% Reduce -80.7% 828,323 $55.8M
DekaBank Deutsche Girozentrale 0.09% No change 726,793 $53.7M
CIBC Bancorp USA Inc. 0.07% Reduce -49.9% 967,750 $53.3M
Envestnet Asset Management Inc. 0.01% Add +17.3% 792,551 $53.2M
Williams Jones Wealth Management, LLC. 0.60% Reduce -3.0% 789,608 $53.0M
Clark Capital Management Group, Inc. 0.28% New 778,707 $52.3M
Wells Fargo & Company 0.01% Reduce -3.2% 736,503 $49.7M
State of Tennessee, Department of Treasury 0.15% Add +2.6% 721,656 $48.8M
Manufacturers Life Insurance Company, The 0.04% Add +0.7% 703,701 $47.3M
M&G PLC 0.24% Reduce -1.2% 689,802 $46.9M
Nicholas Company, Inc. 0.84% Reduce -0.0% 688,295 $46.2M
Lansforsakringar Fondforvaltning AB (publ) 0.20% Add +947.9% 649,887 $44.0M
BlackRock, Inc. 0.00% Reduce -5.0% 650,242 $43.6M
LGT Group Foundation 0.48% Reduce -2.8% 624,452 $42.2M
Marshall Wace, LLP 0.04% Add +414.5% 623,516 $42.1M
Aviva PLC 0.06% Add +3.7% 595,913 $40.3M
Anchor Capital Advisors LLC 1.10% Reduce -15.9% 586,025 $39.3M
Russell Investments Group, Ltd. 0.03% Add +17.9% 559,354 $37.8M
Northern Trust Corp. 0.00% Reduce -23.3% 552,637 $37.1M
Banque Pictet & Cie SA 0.38% Reduce -11.0% 547,588 $37.1M
Zurich Insurance Group Ltd 0.25% Add +33.7% 539,556 $36.5M
Public Employees Retirement System of Ohio 0.10% Add +8.1% 515,959 $34.9M
Credit Agricole S A 0.09% Add +24.2% 500,655 $33.6M
Vestal Point Capital, LP 0.78% Reduce -37.5% 500,000 $33.5M
Cerity Partners LLC 0.04% Add +1.9% 476,043 $31.9M
Public Sector Pension Investment Board 0.08% Add +78.0% 477,352 $31.8M
Ninety One North America, Inc. 1.47% Reduce -38.2% 462,060 $31.3M
Royal London Asset Management Ltd. 0.06% Add +348.7% 457,605 $30.7M
Two Sigma Investments, LP 0.02% Reduce -22.4% 454,562 $30.5M
Qube Research & Technologies Ltd 0.03% Add +317.4% 436,678 $29.4M
Susquehanna Portfolio Strategies, LLC 0.47% Add +55.0% 438,259 $29.4M
Pictet North America Advisors SA 2.53% Add +2.3% 424,062 $28.7M
Jupiter Topco LLC 0.01% — 421,787 $28.5M
AQR Capital Management 0.01% Add +84.2% 424,162 $28.4M
Bridges Investment Management Inc. 0.34% Add +0.9% 412,607 $27.7M
SEB Asset Management AB 0.10% Reduce -47.7% 405,694 $27.5M
Citadel Advisors 0.02% Reduce -57.4% 395,485 $26.5M
Generali Asset Management SPA SGR 0.46% Add +79.0% 462,421 $25.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +256.9% 372,723 $25.2M
Bank of Montreal 0.01% Add +8.2% 339,720 $22.9M
Douglas Lane & Associates, LLC 0.31% Add +8.7% 339,221 $22.8M
Capital Fund Management S.A. 0.16% Add +113.1% 329,453 $22.1M
J. Safra Sarasin Holding AG 0.31% Add +1.6% 301,352 $21.6M
Birch Hill Investment Advisors LLC 0.87% Reduce -22.8% 319,605 $21.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -38.7% 308,916 $20.7M
Ameriprise Financial Inc. 0.00% Add +61.4% 306,050 $20.4M
Rathbones Group PLC 0.07% Reduce -12.8% 282,970 $19.2M
Madison Asset Management, LLC 0.22% Reduce -6.6% 276,512 $18.6M
Korea Investment CORP 0.04% Reduce -2.2% 273,730 $18.5M
McDaniel Terry & Co. 1.39% Add +8.8% 265,588 $17.8M
Vanguard Investments Australia, Ltd. 0.04% Add +3.5% 256,619 $17.3M
Sofinnova Investments, Inc. 0.92% Reduce -65.0% 255,824 $17.2M
Dundas Partners LLP 1.22% No change 249,707 $16.9M
Natixis Advisors, LLC 0.02% Reduce -12.9% 238,995 $16.0M
Sustainable Growth Advisers, LP 0.15% Reduce -79.6% 224,494 $15.1M
Sirios Capital Management L P 1.80% Add +0.8% 220,615 $14.8M
Nichols & Pratt Advisers LLP 0.87% Add +4.6% 212,282 $14.2M
TD Asset Management Inc 0.01% Reduce -8.2% 209,422 $14.2M
Nomura Asset Management International Inc. 0.02% Add +87.0% 210,223 $14.1M
Jones Financial Companies LLLP 0.01% Reduce -14.8% 204,327 $13.9M
Ninety One UK Ltd 0.03% Reduce -10.5% 202,496 $13.6M
Trexquant Investment LP 0.08% Reduce -17.1% 194,698 $13.1M
DKRT Investments Corp. 3.09% New 188,500 $12.6M
EFG International AG 0.23% Add +28.7% 186,455 $12.6M
Susquehanna International Group, LLP 0.01% Add +6353.0% 185,654 $12.5M
Cambiar Investors LLC 0.54% Reduce -20.4% 185,252 $12.4M
Raymond James Financial Inc. 0.00% Reduce -11.2% 185,161 $12.4M
Canoe Financial LP 0.15% Reduce -23.6% 177,528 $12.0M
LaFleur & Godfrey LLC 1.40% Reduce -2.5% 175,773 $11.8M
Foresight Global Investors, Inc. 7.15% New 175,700 $11.8M
Lathrop Investment Management Co. 2.08% Reduce -1.0% 175,035 $11.7M
Alliancebernstein L.P. 0.00% Add +54.2% 150,421 $11.3M
Oak Associates Ltd. 0.63% Reduce -0.6% 166,716 $11.2M
State of Wisconsin Investment Board 0.02% Reduce -0.4% 157,054 $10.6M
Schonfeld Strategic Advisors LLC 0.05% Reduce -13.3% 153,630 $10.3M
Frontier Capital Management Co. LLC 0.10% Reduce -5.0% 152,897 $10.3M
HRT Financial LP 0.02% Add +747.4% 151,305 $10.2M
Running Oak Capital LLC 1.72% Reduce -12.1% 150,377 $10.1M
Quantinno Capital Management LP 0.01% Reduce -11.4% 150,110 $10.1M
Occudo Quantitative Strategies LP 0.53% Reduce -33.1% 148,474 $10.0M
Tran Capital Management, L.P. 1.14% New 147,625 $9.9M
Vanguard Global Advisers, LLC 0.00% Add +4.3% 145,909 $9.8M
Optiver Holding B.V. 0.14% Add +62.8% 146,335 $9.8M
LPL Financial LLC 0.00% Add +37.8% 145,645 $9.8M
Maryland State Retirement & Pension System 0.16% Add +37.1% 140,996 $9.5M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 139,267 $9.3M
Creative Planning 0.01% Add +15.8% 132,357 $8.9M
Sycomore Asset Management 0.94% No change 133,220 $8.7M
Advocacy Wealth Management, LLC 0.30% Add +98.8% 123,742 $8.3M
Stifel Financial Corp. 0.01% Reduce -19.1% 122,213 $8.2M
Aberdeen Group plc 0.01% Add +18.9% 121,688 $8.2M
Eagle Global Advisors LLC 0.27% Reduce -2.7% 120,326 $8.1M
Trillium Asset Management, LLC 0.24% Reduce -20.3% 118,658 $8.0M
First Fiduciary Investment Counsel, Inc. 1.50% Reduce -3.4% 118,379 $7.9M
GAM Holding AG 0.61% Add +0.1% 116,703 $7.9M
USS Investment Management Ltd 0.03% Add +13.9% 114,352 $7.7M
FIL Ltd 0.01% Reduce -64.6% 113,635 $7.7M
Wellington Management Group LLP 0.00% Add +11.5% 112,547 $7.6M
Amica Mutual Insurance Co. 0.63% Reduce -4.3% 112,635 $7.6M
PDT Partners, LLC 0.39% New 111,211 $7.5M
Nuance Investments, LLC 1.26% New 110,772 $7.4M
Camden National Bank 0.87% Reduce -2.9% 99,640 $6.7M
Prudential PLC 0.04% Reduce -8.7% 98,965 $6.7M
Groupama Asset Managment 0.08% Add +7.4% 120,538 $6.6M
Andra AP-fonden 0.08% Add +89.5% 119,992 $6.6M
Corient Private Wealth LP 0.01% Reduce -2.8% 93,451 $6.3M
Reynders McVeigh Capital Management, LLC 0.27% Reduce -69.0% 91,765 $6.2M
XTX Topco Ltd 0.08% Add +93.7% 88,940 $6.0M
Voya Investment Management LLC 0.01% Reduce -61.7% 85,689 $5.8M
Socorro Asset Management LP 2.65% No change 83,135 $5.6M
US Bancorp \de 0.01% Reduce -12.4% 82,932 $5.6M
Firetrail Investments PTY Ltd. 1.57% Reduce -2.5% 82,629 $5.6M
Squarepoint Ops LLC 0.01% Add +226.4% 80,366 $5.4M
TCTC Holdings, LLC 0.14% Add +0.2% 80,282 $5.4M
D.A. Davidson & Co. 0.03% Add +1.2% 78,838 $5.3M
TriCert Investment Counsel Inc. 0.49% — 78,797 $5.3M
Soros Capital Management LLC 0.94% Reduce -17.0% 78,298 $5.3M
Schwartz Investment Counsel Inc. 0.17% Reduce -81.1% 76,683 $5.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -23.7% 76,319 $5.1M
Bank Pictet & Cie (Europe) AG 0.09% Reduce -8.0% 70,396 $4.8M
Van Eck Associates Corp. 0.00% New 70,156 $4.7M
Oppenheimer Asset Management Inc. 0.05% Add +14.0% 68,112 $4.6M
BLI - Banque de Luxembourg Investments 0.15% Reduce -27.9% 63,887 $4.3M
Robeco Schweiz AG 0.07% Reduce -9.3% 63,784 $4.3M
Quantbot Technologies LP 0.16% Reduce -10.8% 61,184 $4.1M
MML Investors Services, LLC 0.01% Add +100.7% 58,072 $3.9M
Robeco Institutional Asset Management B.V. 0.00% Add +40.0% 57,133 $3.8M
Nordea Investment Management AB 0.00% Reduce -2.0% 56,686 $3.8M
Aperture Investors, LLC 0.40% No change 56,423 $3.8M
Banco Santander, S.A. 0.02% Add +219.1% 55,419 $3.7M
Orion Porfolio Solutions, LLC 0.03% Add +15.1% 54,377 $3.6M
Marks Group Wealth Management, Inc 0.32% Reduce -34.3% 54,017 $3.6M
Mirova 0.13% Reduce -8.0% 53,882 $3.6M
Quadrant Capital Group LLC 0.10% Add +170.6% 52,536 $3.5M
LGT Fund Management Co Ltd. 0.15% Reduce -3.7% 51,837 $3.5M
Man Group plc 0.01% New 51,196 $3.4M
MetLife Investment Management, LLC 0.01% Reduce -0.0% 47,956 $3.2M
Freestone Capital Holdings, LLC 0.08% New 48,265 $3.2M
Cetera Investment Advisers 0.00% Add +88.6% 48,165 $3.2M
New York State Common Retirement Fund 0.00% New 48,100 $3.2M
Boston Common Asset Management, LLC 0.18% Reduce -12.2% 46,231 $3.1M
Osaic Holdings, Inc. 0.00% Add +1.0% 45,475 $3.1M
Assenagon Asset Management S.A. 0.00% Reduce -4.6% 44,937 $3.0M
Guardian Capital LP 0.07% Add +44.7% 44,000 $3.0M
PNC Financial Services Group, Inc. 0.00% Reduce -8.0% 43,717 $2.9M
Jane Street Group, LLC 0.00% Reduce -88.2% 43,568 $2.9M
Summit Place Financial Advisors, LLC 1.27% Add +25.1% 43,316 $2.9M
Ossiam 0.04% Reduce -60.1% 42,112 $2.9M
Wormser Freres Gestion 1.59% Reduce -56.3% 41,575 $2.8M
Rockefeller Capital Management L.P. 0.00% Reduce -6.8% 40,692 $2.7M
Walter Public Investments Inc. 0.65% Reduce -61.4% 40,518 $2.7M
Janney Montgomery Scott LLC 0.01% Reduce -2.4% 38,852 $2.6M
M&T Bank Corp 0.01% Reduce -25.4% 37,152 $2.5M
SummitTX Capital, L.P. 0.06% Reduce -8.6% 36,664 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +21.1% 35,600 $2.4M
Pinnacle Financial Partners, Inc. 0.02% Reduce -2.2% 34,434 $2.3M
111 Capital 0.39% New 33,524 $2.3M
Maverick Capital 0.02% Add +159.5% 33,036 $2.2M
Chicago Capital, LLC 0.05% Add +37.3% 32,885 $2.2M
Sone Capital Management, LLC 0.16% Reduce -79.5% 32,002 $2.1M
Savant Capital, LLC 0.01% New 29,482 $2.1M
Legacy Wealth Asset Management, LLC 0.46% Reduce -5.8% 31,103 $2.1M
Mariner, LLC 0.00% Reduce -26.7% 29,836 $2.0M
London Co. of Virginia 0.01% Add +2.4% 29,414 $2.0M
XY Capital Ltd 2.26% New 29,363 $2.0M
Truist Financial Corp. 0.00% Reduce -18.1% 29,208 $2.0M
Park Avenue Securities LLC 0.01% Add +251.3% 29,102 $2.0M
Burkett Asset Management Ltd 1.70% Add +36.1% 27,094 $1.8M
Landscape Capital Management, L.L.C. 0.11% New 26,411 $1.8M
ABN AMRO Bank N.V. 0.02% Add +75.9% 26,147 $1.8M
Choate Investment Advisors 0.03% Reduce -47.0% 26,261 $1.8M
Edmond DE Rothschild Holding S.A. 0.02% Add +2.9% 26,062 $1.8M
Tidal Investments LLC 0.00% New 31,728 $1.7M
Tocqueville Asset Management L.P. 0.02% Add +33.3% 25,681 $1.7M
Clarkston Capital Partners, LLC 0.14% Add +161.6% 25,560 $1.7M
Chesley Taft & Associates LLC 0.07% Reduce -38.4% 25,438 $1.7M
Credit Industriel Et Commercial 0.31% Reduce -43.2% 24,758 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -38.2% 24,778 $1.7M
Fideuram Asset Management (Ireland) dac 0.03% Add +1136.1% 30,804 $1.6M
TD Waterhouse Canada Inc. 0.00% Reduce -4.5% 24,160 $1.6M
Cardinal Capital Management 0.19% Add +13.5% 23,846 $1.6M
Captrust Financial Advisors 0.00% Reduce -53.8% 23,059 $1.5M
2Xideas AG 0.66% Reduce -21.6% 22,812 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -0.1% 22,854 $1.5M
Atria Investments, Inc 0.02% Reduce -25.2% 22,501 $1.5M
Pathstone Holdings, LLC 0.00% Reduce -9.3% 22,138 $1.5M
Sanctuary Advisors, LLC 0.01% Add +0.8% 22,117 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -11.7% 21,217 $1.4M
MCF Advisors LLC 0.05% No change 20,677 $1.4M
Ethic Inc. 0.02% Add +147.1% 20,433 $1.4M
Metis Global Partners, LLC 0.03% Add +18.1% 20,130 $1.4M
Crossmark Global Holdings, Inc. 0.02% Reduce -4.5% 19,770 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -16.2% 19,755 $1.3M
Morningstar Investment Management LLC 0.08% No change 17,357 $1.3M
Hantz Financial Services, Inc. 0.02% Reduce -10.3% 19,305 $1.3M
Neuberger Berman Group LLC 0.00% Reduce -95.6% 19,138 $1.3M
Moors & Cabot, Inc. 0.05% Reduce -4.2% 19,140 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 18,724 $1.3M
American Assets Investment Management, LLC 0.08% No change 18,722 $1.3M
Millennium Management 0.00% Reduce -82.5% 18,612 $1.2M
Intech Investment Management LLC 0.01% Reduce -1.6% 17,831 $1.2M
Value Partners Investments Inc. 0.08% Add +135.3% 17,965 $1.2M
Principal Securities, Inc. 0.01% New 17,498 $1.2M
Blair William & Co. 0.00% Add +19.5% 17,304 $1.2M
Gabelli Funds LLC 0.01% No change 17,000 $1.1M
YHB Investment Advisors, Inc. 0.07% Reduce -5.4% 16,419 $1.1M
First Trust Advisors LP 0.00% Reduce -20.4% 15,820 $1.1M
&partners 0.00% Reduce -8.4% 15,617 $1.0M
Numerai GP LLC 0.08% Reduce -55.4% 15,323 $1.0M
Ridge Creek Global, Inc 0.78% Reduce -2.2% 14,901 $1000K
Natural Investments, LLC 0.22% Reduce -16.7% 14,847 $996K
Commonwealth Equity Services, LLC 0.00% Reduce -18.5% 14,743 $989K
HighTower Advisors, LLC 0.00% Reduce -19.4% 14,269 $957K
Dynamic Advisor Solutions LLC 0.03% Add +18.5% 14,268 $957K
Essential Investment Partners LLC 0.76% Reduce -6.7% 14,122 $948K
Ingalls & Snyder LLC 0.03% Reduce -5.3% 13,920 $934K
Harding Loevner LP 0.01% Reduce -39.9% 13,603 $913K
Wahed Invest LLC 0.09% Add +14.9% 12,953 $877K
Live Oak Private Wealth LLC 0.11% Add +176.1% 12,997 $872K
Wealth Enhancement Advisory Services, LLC 0.00% Add +35.8% 12,730 $863K
17 Capital Partners, LLC 0.39% Reduce -0.1% 12,732 $854K
Tower Research Capital LLC (TRC) 0.02% Reduce -37.3% 12,623 $847K
Abn Amro Investment Solutions 0.01% Reduce -31.7% 12,500 $839K
Sivia Capital Partners, LLC 0.10% New 12,401 $832K
Phoenix Financial Ltd. 0.01% New 12,093 $816K
Rhumbline Advisers 0.00% Reduce -4.8% 12,029 $807K
First Manhattan Co. Llc. 0.00% Reduce -4.0% 11,761 $789K
Old Mission Capital LLC 0.02% New 12,653 $786K
Patten Group, Inc. 0.12% Reduce -11.9% 11,706 $785K
Hancock Whitney Corp. 0.01% Add +1.4% 11,359 $762K
Mercer Global Advisors Inc. 0.00% Reduce -4.6% 11,330 $760K
S&co Inc. 0.04% No change 11,196 $751K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.45% Add +21.3% 11,185 $751K
Vident Advisory, LLC 0.01% Reduce -10.0% 10,877 $730K
Greenfield Seitz Capital Management, LLC 0.22% Reduce -0.8% 10,862 $729K
Fox Run Management, L.L.C. 0.12% Reduce -29.4% 10,855 $728K
Callan Family Office, LLC 0.01% Reduce -39.0% 10,729 $720K
Wellspring Financial Advisors, LLC 0.05% Reduce -5.0% 10,705 $718K
Evergreen Capital Management LLC 0.01% Add +5.7% 10,486 $704K
Argonautica Private Wealth Management, Inc. 0.17% Add +11.0% 10,194 $684K
Signaturefd, LLC 0.01% Reduce -11.2% 9,938 $667K
Choreo, LLC 0.01% Reduce -23.3% 9,932 $666K
Caisse de depot et placement du Quebec 0.00% Add +26.1% 9,480 $642K
Connecticut Wealth Management, LLC 0.02% No change 9,216 $618K
Circle Wealth Management, LLC 0.01% New 9,120 $617K
Bessemer Group Inc. 0.00% Add +2.2% 9,054 $607K
WINTON GROUP Ltd 0.02% New 9,000 $604K
Virtu Financial LLC 0.02% New 8,967 $602K
Cigna Investments Inc. 0.08% No change 8,833 $598K
Evelyn Partners Group Ltd 0.01% — 8,837 $597K
Mackenzie Financial Corp. 0.00% Add +1.9% 349,909 $591K
Mediolanum International Funds Ltd 0.00% Add +65.8% 8,327 $562K
Fiduciary Trust Co 0.01% Reduce -54.0% 8,271 $555K
Advisors Asset Management, Inc. 0.01% Reduce -43.0% 8,145 $547K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -31.7% 8,072 $542K
Axxion S.A. 0.04% — 8,000 $541K
Beacon Pointe Advisors, LLC 0.00% Reduce -62.6% 8,015 $538K
Minot DeBlois Advisors LLC 0.45% Add +4.4% 7,878 $529K
Thrivent Financial for Lutherans 0.00% Add +5.1% 7,776 $526K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.4% 7,763 $521K
National Bank of Canada 0.00% Reduce -7.7% 7,732 $520K
Flputnam Investment Management Co. 0.01% Reduce -16.8% 7,681 $515K
Dearborn Partners LLC 0.03% Add +16.9% 7,415 $498K
Cullen/Frost Bankers, Inc. 0.00% Add +0.7% 7,411 $497K
Westwood Holdings Group Inc. 0.00% Reduce -96.2% 7,266 $488K
Simplex Trading, LLC 0.01% Add +68.7% 7,266 $488K
Walleye Trading LLC 0.01% New 7,235 $485K
Walleye Capital LLC 0.00% Add +46946.7% 7,057 $474K
Storgate, LLC 0.10% New 6,985 $469K
Marotta Asset Management 0.08% Reduce -8.6% 6,998 $468K
Caprock Group, LLC 0.01% Add +56.9% 6,899 $463K
Johnson Investment Counsel Inc. 0.00% Reduce -36.4% 6,828 $458K
Verdence Capital Advisors LLC 0.02% Reduce -18.9% 6,821 $458K
Brown Advisory Inc. 0.00% Reduce -27.8% 6,793 $456K
Waverly Advisors, LLC 0.00% Reduce -4.5% 6,649 $446K
Argent Trust Co 0.01% No change 6,621 $444K
Quadcap Wealth Management, LLC 0.04% No change 6,590 $442K
Snowden Capital Advisors LLC 0.01% Reduce -7.3% 6,447 $433K
United Capital Financial Advisors, LLC 0.00% Reduce -10.7% 6,255 $420K
State Street Corp. 0.00% No change 6,123 $411K
Gateway Wealth Partners, LLC 0.02% New 6,067 $407K
Bahl & Gaynor LLC 0.00% Reduce -4.0% 6,011 $403K
Baader Bank Aktiengesellschaft 0.03% Reduce -71.9% 5,840 $394K
Capital Investment Services of America, Inc. 0.04% Reduce -20.9% 5,764 $387K
Apollon Wealth Management, LLC 0.00% Reduce -12.4% 5,756 $386K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.05% Reduce -9.6% 5,745 $385K
MAI Capital Management 0.00% Add +8.5% 5,518 $370K
Marex Group Ltd 0.00% Reduce -59.2% 5,478 $368K
Mutual Advisors, LLC 0.01% Reduce -2.4% 5,468 $367K
WealthTrust Axiom LLC 0.08% No change 5,372 $360K
Syon Capital LLC 0.02% Reduce -16.5% 5,264 $353K
Gateway Investment Advisers LLC 0.00% Reduce -19.7% 5,105 $343K
Fisher Asset Management 0.00% Reduce -14.7% 5,093 $342K
Gotham Asset Management 0.00% New 5,034 $338K
Bank of Marin 0.24% New 5,017 $337K
Acadian Asset Management LLC 0.00% Reduce -44.9% 4,962 $335K
Portside Wealth Group, LLC 0.04% Reduce -7.8% 4,919 $330K
Texas Bank & Trust Co 0.11% Reduce -2.6% 4,874 $327K
Nixon Peabody Trust Co. 0.02% No change 4,740 $318K
PCM Encore, LLC 0.05% Add +0.7% 4,653 $312K
Blueshift Asset Management, LLC 0.07% New 4,476 $300K
Ballentine Partners, LLC 0.00% Reduce -2.3% 4,370 $293K
DAVENPORT & Co LLC 0.00% Reduce -1.4% 4,321 $290K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -10.2% 4,320 $290K
One Wealth Capital Management, LLC 0.08% New 4,280 $287K
Cranbrook Wealth Management, LLC 0.05% No change 4,213 $283K
State of Wyoming 0.03% New 4,104 $275K
Capital Analysts, LLC 0.01% No change 4,100 $275K
Cibc World Market Inc. 0.00% Reduce -0.5% 4,033 $272K
Ruggaard & Associates LLC 0.10% No change 4,041 $271K
Versant Capital Management, Inc 0.02% Reduce -20.4% 4,027 $270K
Axxcess Wealth Management, LLC 0.00% New 4,016 $270K
OneDigital Investment Advisors LLC 0.00% Reduce -3.4% 3,922 $263K
Climber Capital SA 0.16% Reduce -31.3% 3,892 $263K
Cresset Asset Management, LLC 0.00% Reduce -15.5% 3,873 $260K
Trust Point Inc. 0.02% Add +11.3% 3,849 $258K
Lester Murray Antman dba SimplyRich 0.06% Reduce -16.1% 3,841 $257K
Campbell & CO Investment Adviser LLC 0.01% Reduce -89.2% 3,804 $256K
GC Wealth Management RIA, LLC 0.01% Reduce -7.2% 3,797 $255K
Lazard Asset Management LLC 0.00% Add +4.8% 3,771 $254K
HB Wealth Management, LLC 0.00% Reduce -29.7% 3,774 $253K
Fifth Third Bancorp 0.00% Reduce -22.6% 3,682 $247K
Personal Cfo Solutions, LLC 0.04% Reduce -3.0% 3,673 $246K
EP Wealth Advisors, LLC 0.00% Reduce -18.1% 3,648 $245K
Greenleaf Trust 0.00% Reduce -1.7% 3,641 $244K
Solutions 4 Wealth, Ltd 0.31% No change 3,629 $244K
Sowell Financial Services LLC 0.01% Add +15.6% 3,627 $243K
Third View Private Wealth, LLC 0.03% Reduce -23.3% 3,623 $243K
New Republic Capital, LLC 0.06% Reduce -9.7% 3,559 $239K
Elevation Point Wealth Partners, LLC 0.00% Reduce -11.7% 3,551 $238K
Kathmere Capital Management, LLC 0.01% Add +0.2% 3,511 $236K
Glenmede Trust Co. NA 0.00% Reduce -6.8% 3,443 $231K
Global Retirement Partners, LLC 0.00% — 3,423 $230K
Summit Trail Advisors, LLC 0.00% Reduce -51.3% 3,405 $228K
Alta Capital Management LLC/ 0.02% Add +10.4% 3,366 $226K
Private Advisor Group, LLC 0.00% New 3,358 $225K
Arax Advisory Partners 0.00% Add +210.9% 3,336 $224K
San Luis Wealth Advisors LLC 0.03% Reduce -4.5% 3,308 $222K
Guggenheim Capital LLC 0.00% Add +10.3% 3,286 $220K
Integrated Wealth Concepts LLC 0.00% Reduce -39.3% 3,261 $219K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -15.7% 3,252 $218K
NewEdge Wealth, LLC 0.00% Reduce -19.2% 3,241 $217K
Assetmark, Inc. 0.00% Reduce -6.0% 3,217 $216K
Aaron Wealth Advisors LLC 0.01% Reduce -35.8% 3,200 $215K
Aspen Wealth Management LLC 0.04% New 3,184 $214K
NewEdge Advisors, LLC 0.00% Reduce -3.7% 3,182 $214K
Boston Family Office LLC 0.01% No change 3,164 $212K
Anchyra Partners LLC 0.05% Reduce -0.1% 3,120 $209K
Stephens Inc. 0.00% Reduce -11.8% 3,115 $209K
Argyle Capital Partners, LLC 0.13% No change 3,101 $208K
Mengis Capital Management, Inc. 0.03% No change 3,092 $207K
Gerald Baker Financial Group LLC 0.06% Reduce -24.6% 3,072 $206K
Oppenheimer & Co. Inc. 0.00% Reduce -77.4% 3,050 $205K
Hardy Reed LLC 0.01% Reduce -3.8% 3,047 $204K
Dakota Wealth Management 0.00% Add +0.1% 3,028 $203K
Trust Co of the South 0.03% No change 3,025 $203K
Compound Planning, Inc. 0.01% Reduce -44.0% 3,004 $202K
Kestra Advisory Services, LLC 0.00% Reduce -12.2% 2,983 $200K
Transamerica Financial Advisors, LLC 0.02% Add +2650.9% 2,971 $199K
Farther Finance Advisors, LLC 0.00% Reduce -6.7% 2,894 $194K
Parallel Advisors, LLC 0.00% Reduce -13.5% 2,642 $177K
LRI Investments, LLC 0.01% Reduce -8.6% 2,587 $174K
Mather Group, Llc. 0.00% Reduce -8.4% 2,371 $159K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.5% 2,354 $158K
SG Americas Securities, LLC 0.00% Reduce -4.3% 2,069 $139K
Huntington National Bank 0.00% Add +0.4% 2,019 $135K
Intesa Sanpaolo Wealth Management 0.03% No change 1,976 $133K
EverSource Wealth Advisors, LLC 0.00% Reduce -34.0% 1,881 $126K
Basecamp Wealth Advisors LLC 0.02% Reduce -0.5% 1,878 $126K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -35.7% 1,738 $117K
Allianz SE 0.00% Reduce -89.7% 1,700 $115K
Steward Partners Investment Advisory, LLC 0.00% Reduce -25.4% 1,654 $111K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -33.4% 1,653 $111K
Mb, Levis & Associates, LLC 0.04% No change 1,582 $106K
Clearstead Advisors, LLC 0.00% Add +375.2% 1,535 $103K
MidFirst Bank 0.01% No change 1,463 $98K
Wilmington Savings Fund Society, FSB 0.00% Reduce -10.6% 1,346 $90K
Harbour Investments, Inc. 0.00% Add +157.6% 1,265 $85K
Allworth Financial LP 0.00% Reduce -15.0% 1,247 $84K
TFC Financial Management, Inc. 0.01% Reduce -7.0% 1,240 $83K
Sittner & Nelson, LLC 0.03% No change 1,238 $83K
Arlington Trust Co LLC 0.01% Add +10.1% 1,227 $82K
Federation des caisses Desjardins du Quebec 0.00% Reduce -32.6% 1,191 $80K
Park Place Capital Corp 0.01% Reduce -11.0% 1,190 $80K
Cromwell Holdings LLC 0.04% Reduce -15.6% 1,173 $79K
Oslo Pensjonsforsikring AS 0.01% New 1,152 $78K
Smartleaf Asset Management LLC 0.00% No change 1,153 $78K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.6% 1,161 $78K
Rosenberg Matthew Hamilton 0.01% No change 1,107 $74K
Private Trust Co. NA 0.01% Add +6.8% 1,029 $70K
Groupe la Francaise 0.00% Reduce -0.8% 1,000 $68K
Group One Trading LLC 0.00% Reduce -84.9% 995 $67K
Blue Trust, Inc. 0.00% Reduce -6.0% 980 $66K
Richardson Financial Services Inc. 0.03% New 857 $58K
Exane Asset Management 0.02% Reduce -28.6% 919 $57K
Salem Investment Counselors Inc. 0.00% No change 808 $54K
Security National Bank 0.01% No change 800 $54K
Centerpoint Advisors, LLC 0.01% No change 795 $53K
Trust Co. of Toledo NA 0.00% Reduce -5.7% 773 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 750 $51K
Hilltop National Bank 0.01% No change 740 $50K
Mark Sheptoff Financial Planning, LLC 0.03% No change 720 $48K
Manchester Capital Management LLC 0.01% Reduce -2.6% 680 $46K
Bartlett & Co. Wealth Management LLC 0.00% No change 653 $44K
Clean Yield Group 0.01% Reduce -31.6% 650 $44K
Institute for Wealth Management, LLC. 0.00% New 618 $41K
Archer Investment Corp 0.01% Add +438.6% 614 $41K
Lanark Financial, Inc. 0.00% Reduce -7.3% 599 $40K
Ameritas Advisory Services, LLC 0.00% New 577 $39K
GAMMA Investing LLC 0.00% Reduce -37.1% 552 $37K
Physician Wealth Advisors, Inc. 0.00% Reduce -18.2% 547 $37K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -56.0% 516 $35K
UMB Bank, n.a. 0.00% Reduce -0.2% 510 $34K
Rothschild Investment LLC 0.00% Reduce -28.2% 450 $30K
Quantum Portfolio Management LLC 0.01% New 443 $30K
Oakworth Capital, Inc. 0.00% No change 433 $29K
Pacifica Partners Inc. 0.01% No change 410 $29K
Aberdeen Wealth Management LLC 0.01% New 406 $27K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 400 $27K
AdvisorNet Financial, Inc 0.00% Reduce -23.0% 372 $25K
Barrett & Company, Inc. 0.01% No change 350 $23K
IFG Advisory, LLC 0.00% New 348 $23K
Salomon & Ludwin, LLC 0.00% Reduce -64.4% 349 $23K
Westfuller Advisors, LLC 0.01% New 343 $23K
Essential Partners LLC 0.01% Add +68.0% 336 $23K
Owl Creek Wealth Partners LLC 0.01% Reduce -56.9% 325 $22K
Grove Bank & Trust 0.00% Reduce -5.8% 324 $22K
North Star Investment Management Corp. 0.00% Reduce -10.1% 322 $22K
Private Wealth Asset Management, LLC 0.00% No change 316 $21K
Cornerstone Financial Management LLC 0.02% Add +31.3% 315 $21K
Measured Wealth Private Client Group, LLC 0.00% No change 304 $20K
Trust Co. of Vermont 0.00% — 300 $20K
Pin Oak Investment Advisors Inc. 0.01% No change 301 $20K
Continuum Advisory, LLC 0.00% New 293 $20K
Atlantic Union Bankshares Corp 0.00% Reduce -38.1% 292 $20K
Prestige Wealth Management Group LLC 0.00% No change 251 $17K
Syntax Research, Inc. 0.01% No change 250 $17K
Financial Management Professionals, Inc. 0.00% No change 248 $17K
Spire Wealth Management 0.00% Reduce -4.0% 241 $16K
Asset Dedication, LLC 0.00% Reduce -14.6% 217 $15K
Financial Consulate, Inc. 0.00% Add +114.1% 212 $14K
Cornerstone Planning Group LLC 0.00% Add +19.3% 204 $14K
SouthState Bank Corp 0.00% No change 203 $14K
Silver Grove Financial Group, Inc. 0.01% New 204 $14K
Sterling Capital Management LLC 0.00% No change 200 $13K
SJS Investment Consulting Inc. 0.00% Reduce -31.7% 196 $13K
Federated Hermes, Inc. 0.00% No change 193 $13K
Peoples Financial Services Corp. 0.01% No change 181 $12K
Avalon Trust Co 0.00% Add +80.0% 180 $12K
Millstone Evans Group, LLC 0.01% No change 179 $12K
IFP Advisors, Inc 0.00% Reduce -32.7% 179 $12K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -12.3% 179 $12K
Golden State Wealth Management, LLC 0.00% No change 173 $12K
First Horizon Corp. 0.00% Reduce -55.3% 172 $12K
Anchor Investment Management, LLC 0.00% No change 170 $11K
Entrust Financial LLC 0.01% No change 169 $11K
First Pacific Financial 0.00% No change 169 $11K
Basepoint Wealth LLC 0.01% New 167 $11K
CoreCap Advisors, LLC 0.00% Add +24.2% 164 $11K
Bare Financial Services, Inc 0.00% Add +858.8% 163 $11K
Valley National Advisers Inc. 0.00% No change 160 $11K
Manning & Napier Advisors LLC 0.00% No change 160 $11K
Key Financial Inc 0.00% No change 156 $10K
Allied Private Wealth LLC 0.01% — 156 $10K
Westside Investment Management, Inc. 0.00% No change 146 $10K
Steigerwald, Gordon & Koch Inc. 0.00% No change 142 $10K
Fiduciary Financial Advisors 0.00% New 143 $9K
Rossby Financial, LCC 0.00% Reduce -14.2% 133 $9K
Signature Equity Partners, LLC 0.00% Reduce -19.1% 131 $9K
WealthCollab, LLC 0.00% Reduce -34.5% 125 $8K
Parkside Financial Bank & Trust 0.00% Add +13.6% 125 $8K
Motco 0.00% No change 114 $8K
McMillan Office, Inc. 0.00% No change 113 $8K
Bruce G. Allen Investments, LLC 0.00% New 111 $7K
Ancora Advisors LLC 0.00% Reduce -65.8% 110 $7K
Advocate Investing Services LLC 0.01% No change 107 $7K
Richardson Capital Management LLC 0.00% No change 107 $7K
GW&K Investment Management, LLC 0.00% Reduce -1.8% 107 $7K
Geneos Wealth Management Inc. 0.00% No change 101 $7K
Costello Asset Management, INC 0.00% No change 100 $7K
Colonial Trust Advisors 0.00% No change 100 $7K
MTM Investment Management, LLC 0.00% No change 98 $7K
Sachetta, LLC 0.00% No change 97 $7K
Provenance Wealth Advisors, LLC 0.00% No change 93 $6K
Zions Bancorporation, National Association 0.00% No change 93 $6K
Larson Financial Group LLC 0.00% Reduce -64.9% 92 $6K
TD Private Client Wealth LLC 0.00% Add +58.6% 92 $6K
Banque Transatlantique SA 0.00% No change 91 $6K
Smithfield Trust Co 0.00% No change 92 $6K
Raffa Wealth Management, LLC 0.00% No change 89 $6K
Strategic Wealth Partners, Ltd. 0.00% Reduce -21.4% 88 $6K
Bogart Wealth, LLC 0.00% Reduce -27.4% 85 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 83 $6K
LGT Financial Advisors LLC 0.03% No change 79 $5K
HFM Investment Advisors, LLC 0.00% No change 70 $5K
CENTRAL TRUST Co 0.00% Reduce -40.7% 70 $5K
True Wealth Design, LLC 0.00% Reduce -83.5% 69 $5K
Dynamic Wealth Strategies, LLC 0.00% No change 67 $4K
Montag A & Associates Inc. 0.00% No change 67 $4K
Albion Financial Group 0.00% No change 63 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 54 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 60 $4K
CX Institutional 0.00% No change 66 $4K
Elevation Wealth Partners, LLC 0.00% New 59 $4K
NBT Bank, N.A. 0.00% Reduce -58.3% 58 $4K
VSM Wealth Advisory, LLC 0.00% No change 58 $4K
Bullock Wealth Management Group 0.00% No change 58 $4K
JFS Wealth Advisors, LLC 0.00% Add +33.3% 56 $4K
Creative Financial Designs Inc. 0.00% Add +92.9% 54 $4K
Bell Investment Advisors, Inc 0.00% Add +51.4% 53 $4K
Ares Financial Consulting, LLC 0.00% Reduce -40.7% 51 $3K
Whipplewood Advisors, LLC 0.00% Reduce -66.9% 51 $3K
Wilkerson Advisory Group LLC 0.00% No change 51 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 50 $3K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 50 $3K
Highline Wealth Partners LLC 0.00% Reduce -7.8% 47 $3K
First Bancorp, Inc 0.00% New 45 $3K
Harbor Asset Planning, Inc. 0.00% No change 45 $3K
Maryland Capital Advisors Inc. 0.00% — 45 $3K
Cape Investment Advisory, Inc. 0.00% New 44 $3K
Financial Perspectives, Inc 0.00% No change 44 $3K
Armstrong Advisory Group, Inc. 0.00% No change 43 $3K
Union Savings Bank 0.00% No change 40 $3K
Aventura Private Wealth, LLC 0.00% No change 39 $3K
SHP Wealth Management 0.00% Reduce -28.0% 36 $2K
JPL Wealth Management, LLC 0.00% New 33 $2K
Boyd Watterson Asset Management LLC 0.00% No change 32 $2K
Proathlete Wealth Management LLC 0.00% No change 32 $2K
Granite FO LLC 0.00% No change 31 $2K
Fourth Dimension Wealth, LLC 0.00% New 30 $2K
Strategic Wealth Advisors LLC 0.00% No change 30 $2K
Tsfg, LLC 0.00% No change 31 $2K
Penserra Capital Management LLC 0.00% No change 30 $2K
PlanVest Financial, Inc 0.00% No change 29 $2K
High Note Wealth, LLC 0.00% No change 28 $2K
FWL Investment Management, LLC 0.00% New 27 $2K
Harbor Investment Advisory, LLC 0.00% No change 27 $2K
BOK Financial Private Wealth, Inc. 0.00% New 26 $2K
Coastline Trust Co 0.00% No change 25 $2K
Pacific Center for Financial Services 0.00% No change 24 $2K
Evolution Wealth Management Inc. 0.00% New 24 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -38.5% 24 $2K
Plante Moran Financial Advisors, LLC 0.00% New 24 $2K
American Capital Advisory, LLC 0.00% Reduce -42.5% 23 $2K
Colonial Trust Co / SC 0.00% No change 23 $2K
3 Factor Indexing, LLC 0.00% No change 20 $1K
Hamrick Investment Counsel, llc 0.00% No change 20 $1K
Vermillion Wealth Management, Inc. 0.00% No change 20 $1K
Webster Bank, N. A. 0.00% No change 20 $1K
JNBA Financial Advisors 0.00% No change 20 $1K
Center for Financial Planning, Inc. 0.00% No change 20 $1K
Caldwell Trust Co 0.00% No change 20 $1K
Trust Co 0.00% Reduce -55.0% 18 $1K
Sunrise Financial Services, LLC 0.00% No change 17 $1K
Tounjian Advisory Partners, LLC 0.00% New 16 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 15 $1K
LifeSteps Financial, Inc. 0.00% New 13 $872
Brown, Lisle/Cummings, Inc. 0.00% No change 13 $872
Crewe Advisors LLC 0.00% No change 11 $739
WPG Advisers, LLC 0.00% No change 11 $738
Highland Investment Advisors LLC 0.00% — 11 $738
SBI Securities Co., Ltd. 0.00% Reduce -56.5% 10 $671
Mascoma Wealth Management LLC 0.00% New 9 $604
Wealth Enhancement Trust Services, Inc. 0.00% New 8 $537
Marshall Investment Management, LLC 0.00% New 7 $470
Quent Capital, LLC 0.00% No change 7 $470
Delta Asset Management LLC 0.00% No change 6 $403
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.1% 5 $336
Vision Financial Markets LLC 0.00% No change 4 $268
Monetary Solutions, Ltd 0.00% New 4 $268
Elevated Capital Advisors, LLC 0.00% No change 4 $268
Dunhill Financial, LLC 0.00% No change 4 $268
Strive Financial Group ,LLC 0.00% New 4 $268
Hollencrest Capital Management 0.00% Reduce -84.6% 4 $268
Abound Wealth Management 0.00% No change 3 $202
Cassaday & Co Wealth Management LLC 0.00% Reduce -60.0% 2 $135
Buck Wealth Strategies, LLC 0.00% New 2 $135
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 2 $134
Eastern Bank 0.00% New 1 $67
Coston, McIsaac & Partners 0.00% No change 6 $0

"% of holder's portfolio" is ALC's weight in each manager's 13F, not the share of Alcon Inc. the manager owns.