Allison Transmission HoldingALSN
13F holders, Q4 2025 (December 31)525holders +13
69new positions
75sold out
12famous investors
$97.89avg. 13F price*
At the end of Q4 2025, 525 institutions reported holding Allison Transmission Holding (ALSN) in their 13F filings, up 13 from Q3 2025. 69 opened new positions and 75 sold out. The largest holders were FMR LLC ($1.2B), Vanguard Group Inc. ($838.3M) and BlackRock, Inc. ($366.1M). 12 famous investors held it, including Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Allison Transmission Holding
- CUSIP
- 01973R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $248.4M |
| Exits | 75 | $114.5M |
All 13F filers, Q3 2025 → Q4 2025: 9,929,038 shares bought and 9,211,394 shares sold, net +717,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| FMR LLC | 0.06% | Add +3.8% | 12,371,020 | $1.2B |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 8,562,872 | $838.3M |
| BlackRock, Inc. | 0.01% | Reduce -4.5% | 3,739,975 | $366.1M |
| Fuller & Thaler Asset Management, Inc. | 1.10% | Add +16.4% | 3,313,661 | $324.4M |
| Renaissance Technologies | 0.39% | Reduce -14.3% | 2,599,097 | $254.5M |
| Boston Partners | 0.24% | Add +13.6% | 2,316,240 | $226.9M |
| LSV Asset Management | 0.49% | Reduce -6.3% | 2,284,394 | $223.6M |
| Bank of Montreal | 0.09% | Add +4032.3% | 2,151,871 | $210.7M |
| London Co. of Virginia | 1.19% | Reduce -6.3% | 2,099,988 | $205.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.0% | 1,960,380 | $192.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.3% | 1,902,762 | $186.3M |
| AQR Capital Management | 0.08% | Reduce -18.3% | 1,542,810 | $151.0M |
| State Street Corp. | 0.00% | Reduce -5.3% | 1,493,320 | $146.2M |
| Federated Hermes, Inc. | 0.21% | Reduce -10.6% | 1,258,282 | $123.2M |
| Millennium Management | 0.09% | Add +191.7% | 1,257,353 | $123.1M |
| UBS Group AG | 0.02% | Add +30.4% | 1,252,197 | $122.6M |
| Norges Bank | 0.01% | — | 1,181,548 | $115.7M |
| First Trust Advisors LP | 0.08% | Add +0.4% | 1,094,402 | $107.1M |
| Bank of America Corp. | 0.01% | Reduce -16.0% | 979,827 | $95.9M |
| Invesco Ltd. | 0.01% | Reduce -13.8% | 973,639 | $95.3M |
| Wasatch Advisors LP | 0.54% | Add +25.4% | 933,305 | $91.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.5% | 860,207 | $84.2M |
| Allianz Asset Management GmbH | 0.09% | Reduce -19.1% | 824,511 | $80.7M |
| Qube Research & Technologies Ltd | 0.12% | Reduce -35.5% | 819,883 | $80.3M |
| Quantinno Capital Management LP | 0.16% | Add +41.5% | 792,183 | $77.6M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +6.9% | 751,899 | $73.6M |
| Morgan Stanley | 0.00% | Reduce -13.3% | 711,613 | $69.7M |
| Harris Associates (Oakmark Funds) | 0.08% | Reduce -4.5% | 678,527 | $66.4M |
| Seizert Capital Partners, LLC | 2.49% | Reduce -0.9% | 601,472 | $58.9M |
| FIFTHDELTA Ltd | 12.19% | New | 592,600 | $58.0M |
| NewEdge Wealth, LLC | 0.62% | Reduce -0.5% | 560,132 | $54.8M |
| Balyasny Asset Management L.P. | 0.11% | Add +150.9% | 551,668 | $54.0M |
| Caisse de depot et placement du Quebec | 0.09% | Reduce -6.8% | 539,288 | $52.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.5% | 486,529 | $47.6M |
| Schonfeld Strategic Advisors LLC | 0.24% | Add +4733.5% | 480,496 | $47.0M |
| Brandes Investment Partners, LP | 0.35% | New | 476,471 | $46.6M |
| Northern Trust Corp. | 0.01% | Reduce -5.0% | 459,393 | $45.0M |
| Gotham Asset Management | 0.14% | Add +164.9% | 396,957 | $38.9M |
| Janus Henderson Group PLC | 0.02% | Add +44.0% | 369,976 | $36.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 356,337 | $34.9M |
| D. E. Shaw & Co. | 0.03% | Add +29.3% | 342,112 | $33.5M |
| Clifford Swan Investment Counsel LLC | 1.09% | Reduce -3.3% | 334,527 | $32.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.6% | 326,470 | $32.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.18% | Reduce -6.2% | 311,871 | $30.5M |
| Burney Co./ | 0.95% | Reduce -2.5% | 310,806 | $30.4M |
| Amundi | 0.01% | Reduce -12.6% | 300,065 | $29.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.7% | 294,019 | $28.8M |
| Solidarity Wealth, LLC | 5.75% | Add +3.3% | 287,285 | $28.1M |
| Natixis Advisors, LLC | 0.04% | Add +5.3% | 285,022 | $27.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.4% | 284,564 | $27.9M |
| Polaris Capital Management, LLC | 2.18% | Reduce -11.4% | 268,600 | $26.3M |
| Nuveen, LLC | 0.01% | Reduce -20.1% | 267,821 | $26.2M |
| FIL Ltd | 0.02% | Add +79843.8% | 251,823 | $24.7M |
| Norris Perne & French LLP | 1.63% | Reduce -2.0% | 251,281 | $24.6M |
| Arbejdsmarkedets Tillaegspension | 0.62% | — | 248,175 | $24.3M |
| Woodline Partners LP | 0.09% | New | 239,990 | $23.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -11.7% | 236,929 | $23.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.3% | 235,567 | $23.1M |
| Wells Fargo & Company | 0.00% | Add +14.5% | 235,449 | $23.1M |
| Loews Corp | 0.18% | New | 230,000 | $22.5M |
| Walleye Capital LLC | 0.12% | Add +241.6% | 209,012 | $20.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -26.7% | 198,977 | $19.5M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -7.8% | 188,969 | $18.5M |
| Lazard Asset Management LLC | 0.03% | Add +111.7% | 180,473 | $17.7M |
| California Public Employees Retirement System | 0.01% | Reduce -2.5% | 170,278 | $16.7M |
| Swiss National Bank | 0.01% | Add +0.9% | 165,000 | $16.2M |
| Point72 Asset Management | 0.03% | Add +24.8% | 164,634 | $16.1M |
| Dudley & Shanley, Inc. | 2.59% | Add +0.0% | 164,597 | $16.1M |
| Bridgewater Associates | 0.06% | Reduce -40.2% | 163,667 | $16.0M |
| Bruni J V & Co. | 1.52% | New | 157,827 | $15.5M |
| Alps Advisors Inc. | 0.09% | Reduce -5.7% | 157,420 | $15.4M |
| Wedge Capital Management L L P | 0.28% | Reduce -6.3% | 156,406 | $15.3M |
| Empowered Funds, LLC | 0.26% | Add +23.7% | 154,080 | $15.1M |
| HSBC Holdings PLC | 0.01% | Reduce -10.3% | 152,682 | $15.0M |
| Isthmus Partners, LLC | 1.64% | Reduce -0.3% | 151,215 | $14.8M |
| Captrust Financial Advisors | 0.03% | Add +380.6% | 150,993 | $14.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -28.8% | 149,296 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.2% | 147,194 | $14.4M |
| Algert Global LLC | 0.22% | Reduce -11.9% | 145,199 | $14.2M |
| Cna Financial Corp. | 6.90% | New | 145,000 | $14.2M |
| Driehaus Capital Management LLC | 0.10% | New | 143,119 | $14.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.2% | 140,694 | $13.8M |
| MAC Alpha Capital Management, LP | 7.47% | — | 138,709 | $13.6M |
| Franklin Resources Inc. | 0.00% | Reduce -46.5% | 136,799 | $13.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -8.5% | 129,074 | $12.6M |
| Lighthouse Investment Partners, LLC | 0.42% | New | 127,570 | $12.5M |
| Royal Bank of Canada | 0.00% | Reduce -42.9% | 126,469 | $12.4M |
| Sei Investments Co. | 0.01% | Reduce -26.6% | 125,653 | $12.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.1% | 123,828 | $12.1M |
| Dark Forest Capital Management LP | 0.52% | Reduce -6.8% | 115,533 | $11.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -21.9% | 113,592 | $11.1M |
| Mountain Lake Investment Management LLC | 8.17% | Add +10.0% | 109,791 | $10.7M |
| Public Sector Pension Investment Board | 0.04% | Add +32.6% | 109,431 | $10.7M |
| Verition Fund Management LLC | 0.06% | Reduce -16.8% | 105,936 | $10.4M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.3% | 103,015 | $10.1M |
| Royce & Associates LP | 0.09% | Reduce -9.0% | 95,309 | $9.3M |
| Legal & General Group Plc | 0.00% | Reduce -3.1% | 94,658 | $9.3M |
| Rhumbline Advisers | 0.01% | Add +5.2% | 91,428 | $9.0M |
| Kennedy Capital Management LLC | 0.18% | Reduce -19.2% | 88,582 | $8.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -55.0% | 86,278 | $8.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 100,752 | $8.3M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 84,404 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.8% | 81,358 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.3% | 81,016 | $7.9M |
| Cinctive Capital Management LP | 0.45% | New | 79,411 | $7.8M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 79,305 | $7.8M |
| Ieq Capital, LLC | 0.02% | Reduce -22.8% | 77,738 | $7.6M |
| Natixis | 0.03% | Reduce -1.4% | 77,337 | $7.6M |
| AdvisorShares Investments LLC | 1.26% | Add +9.7% | 77,187 | $7.6M |
| Cerity Partners LLC | 0.01% | Reduce -0.1% | 75,398 | $7.4M |
| Marathon Capital Management | 1.57% | Reduce -1.0% | 74,458 | $7.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -43.5% | 73,617 | $7.3M |
| Stolper Co | 2.11% | Reduce -3.1% | 73,279 | $7.2M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -1.3% | 72,920 | $7.1M |
| Bank of Nova Scotia | 0.01% | Reduce -13.9% | 72,900 | $7.1M |
| Citigroup Inc. | 0.00% | Add +5.3% | 69,909 | $6.8M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -65.6% | 69,526 | $6.8M |
| Barclays PLC | 0.00% | Reduce -57.6% | 66,967 | $6.6M |
| Foster & Motley Inc. | 0.35% | Reduce -4.3% | 66,650 | $6.5M |
| Prudential Financial Inc. | 0.01% | Reduce -91.0% | 64,895 | $6.4M |
| Tudor Investment Corporation | 0.04% | Reduce -79.3% | 65,153 | $6.4M |
| Everett Harris & Co. | 0.08% | Add +1.0% | 64,532 | $6.3M |
| Marshall Wace, LLP | 0.01% | Add +259.0% | 64,099 | $6.3M |
| Citadel Advisors | 0.00% | Reduce -85.9% | 63,696 | $6.2M |
| Taylor Hoffman Capital Management LLC | 1.89% | Add +6.9% | 63,587 | $6.2M |
| Vest Financial, LLC | 0.08% | Add +20.8% | 62,772 | $6.1M |
| State of Alaska, Department of Revenue | 0.07% | No change | 62,462 | $6.1M |
| Reinhart Partners, Llc. | 0.18% | Reduce -26.2% | 61,694 | $6.0M |
| ExodusPoint Capital Management, LP | 0.07% | Reduce -46.6% | 59,892 | $5.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +6539.6% | 59,823 | $5.9M |
| Robotti Robert | 1.03% | Add +1.2% | 58,644 | $5.7M |
| Parcion Private Wealth LLC | 0.34% | Reduce -3.0% | 57,726 | $5.7M |
| Freestone Grove Partners LP | 0.04% | Add +181.6% | 55,940 | $5.5M |
| Corient Private Wealth LP | 0.01% | Add +37.9% | 55,561 | $5.4M |
| Voya Investment Management LLC | 0.01% | Reduce -22.5% | 54,569 | $5.3M |
| HRT Financial LP | 0.02% | Add +125.2% | 54,057 | $5.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -31.2% | 51,200 | $5.0M |
| Coppell Advisory Solutions LLC | 0.49% | Add +15.8% | 50,060 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +126.3% | 50,567 | $5.0M |
| Man Group plc | 0.01% | Reduce -39.2% | 50,461 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -18.8% | 47,999 | $4.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.18% | No change | 47,700 | $4.7M |
| Schroder Investment Management Group | 0.00% | Reduce -65.7% | 47,093 | $4.7M |
| Evolve Private Wealth, LLC | 0.27% | — | 46,717 | $4.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -83.3% | 45,564 | $4.5M |
| Woodbridge Co Ltd | 0.01% | New | 45,196 | $4.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.2% | 42,898 | $4.2M |
| California First Leasing Corp. | 1.34% | No change | 42,290 | $4.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.1% | 42,111 | $4.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -12.3% | 40,513 | $4.0M |
| Pinnbrook Capital Management LP | 1.01% | New | 40,092 | $3.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -41.0% | 38,683 | $3.8M |
| Stephens Inc. | 0.05% | Add +19.1% | 38,537 | $3.8M |
| Focus Partners Wealth | 0.00% | Add +241.9% | 37,130 | $3.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -47.3% | 36,800 | $3.6M |
| Oppenheimer & Co. Inc. | 0.05% | Add +3.5% | 36,755 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Add +27.9% | 35,048 | $3.4M |
| Capital Fund Management S.A. | 0.03% | Reduce -62.8% | 34,770 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -8.0% | 34,564 | $3.4M |
| Salem Investment Counselors Inc. | 0.09% | Add +2.3% | 34,262 | $3.4M |
| Jump Financial, LLC | 0.05% | Add +458.6% | 34,222 | $3.4M |
| Soltis Investment Advisors LLC | 0.22% | Reduce -16.4% | 33,408 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 32,547 | $3.2M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -13.4% | 30,328 | $3.0M |
| Ami Investment Management Inc. | 0.66% | Add +3.3% | 30,201 | $3.0M |
| Nomura Asset Management International Inc. | 0.00% | — | 29,700 | $2.9M |
| Comerica Bank | 0.01% | Reduce -2.8% | 29,590 | $2.9M |
| Systematic Financial Management LP | 0.07% | Add +52.2% | 29,585 | $2.9M |
| Cwm, LLC | 0.01% | Add +20.7% | 29,068 | $2.8M |
| Tealwood Asset Management Inc. | 1.27% | Add +0.5% | 29,006 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +13.8% | 28,946 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -28.0% | 28,884 | $2.8M |
| Linden Thomas Advisory Services, LLC | 0.28% | Add +2.0% | 28,613 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -23.2% | 28,559 | $2.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -40.2% | 28,000 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -62.8% | 27,814 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -10.1% | 27,062 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.5% | 25,902 | $2.6M |
| National Bank of Canada | 0.00% | Add +9.0% | 26,557 | $2.6M |
| Gabelli Funds LLC | 0.02% | Add +4.5% | 26,394 | $2.6M |
| Villanova Investment Management Co LLC | 1.80% | Add +0.4% | 26,089 | $2.6M |
| Caprock Group, LLC | 0.05% | Add +191.5% | 26,051 | $2.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -12.7% | 25,476 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 25,464 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | New | 25,273 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +0.8% | 24,900 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +9.8% | 24,741 | $2.4M |
| Redwood Investment Management, LLC | 0.27% | New | 24,446 | $2.4M |
| GHP Investment Advisors, Inc. | 0.10% | Add +6.5% | 24,411 | $2.4M |
| Ritholtz Wealth Management | 0.04% | Reduce -9.7% | 24,078 | $2.4M |
| Legato Capital Management LLC | 0.20% | No change | 24,032 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -29.9% | 23,821 | $2.3M |
| Mariner, LLC | 0.00% | Add +72.6% | 23,545 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -6.5% | 23,304 | $2.3M |
| MADDEN SECURITIES Corp | 0.69% | New | 23,245 | $2.3M |
| Alan B Lancz & Associates, Inc. | 2.00% | No change | 23,220 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.7% | 22,873 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +29.3% | 22,460 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -92.2% | 20,940 | $2.1M |
| Occudo Quantitative Strategies LP | 0.14% | Add +2.6% | 21,059 | $2.1M |
| Bokf, NA | 0.03% | Reduce -10.3% | 20,684 | $2.0M |
| CWA Asset Management Group, LLC | 0.07% | Add +3.1% | 20,671 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +35.8% | 20,545 | $2.0M |
| Aquatic Capital Management LLC | 0.06% | Reduce -66.6% | 19,836 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.4% | 19,633 | $1.9M |
| Islay Capital Management, LLC | 1.14% | Reduce -1.9% | 19,605 | $1.9M |
| Brandywine Global Investment Management, LLC | 0.01% | New | 19,417 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -32.3% | 19,228 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -86.9% | 18,652 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +222.1% | 18,111 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 17,791 | $1.7M |
| Clark Estates Inc. | 0.42% | No change | 17,750 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -85.2% | 17,266 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Add +110.0% | 17,014 | $1.7M |
| Kendall Capital Management | 0.34% | Add +4.5% | 16,730 | $1.6M |
| Alberta Investment Management Corp | 0.01% | New | 16,100 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -27.6% | 15,934 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -11.4% | 15,871 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +47.3% | 15,603 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -90.7% | 15,434 | $1.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.31% | Add +1.0% | 15,117 | $1.5M |
| Inscription Capital, LLC | 0.14% | Add +0.7% | 14,337 | $1.4M |
| Ingalls & Snyder LLC | 0.05% | Reduce -3.4% | 14,158 | $1.4M |
| Aaron Wealth Advisors LLC | 0.08% | Reduce -14.4% | 14,071 | $1.4M |
| Keeler Thomas Management LLC | 0.61% | Add +0.2% | 13,033 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +6.8% | 13,005 | $1.3M |
| GMO | 0.00% | Add +46.0% | 13,001 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -20.1% | 12,802 | $1.3M |
| Advisory Research Inc. | 0.16% | Add +5.3% | 12,704 | $1.2M |
| Americana Partners, LLC | 0.03% | Add +8.6% | 12,683 | $1.2M |
| Numerai GP LLC | 0.15% | New | 12,572 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -9.5% | 12,475 | $1.2M |
| Creative Planning | 0.00% | Add +50.1% | 12,406 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.7% | 12,159 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.2% | 12,091 | $1.2M |
| Powell Investment Advisors, LLC | 0.41% | No change | 12,079 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -12.8% | 12,074 | $1.2M |
| Morningstar Investment Management LLC | 0.07% | Reduce -0.1% | 11,974 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -5.2% | 11,828 | $1.2M |
| Lombard Odier Asset Management (USA) Corp | 0.61% | New | 11,675 | $1.1M |
| Paradigm Asset Management Co. LLC | 0.25% | Reduce -5.1% | 11,200 | $1.1M |
| Atlas Capital Advisors Inc. | 0.12% | — | 11,199 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -25.5% | 11,155 | $1.1M |
| Moseley Investment Management Inc. | 0.34% | No change | 11,102 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 11,061 | $1.1M |
| CSS LLC | 0.18% | Reduce -23.3% | 10,790 | $1.1M |
| Keynote Financial Services LLC | 0.60% | Add +2.7% | 10,788 | $1.1M |
| Caxton Associates LLP | 0.02% | Reduce -63.3% | 10,559 | $1.0M |
| Certuity, LLC | 0.06% | Add +12.9% | 10,413 | $1.0M |
| Syon Capital LLC | 0.05% | Add +71.6% | 10,242 | $1.0M |
| WINTON GROUP Ltd | 0.03% | New | 10,200 | $999K |
| Tweedy, Browne Co LLC | 0.08% | Add +14.8% | 10,077 | $987K |
| Exchange Traded Concepts, LLC | 0.01% | Add +14.8% | 10,077 | $987K |
| Triad Wealth Partners, LLC | 0.09% | New | 9,736 | $953K |
| Factorial Partners, LLC | 0.60% | No change | 9,300 | $910K |
| Kera Capital Partners, Inc. | 0.11% | Add +139.2% | 8,369 | $910K |
| Lecap Asset Management Ltd. | 0.35% | Reduce -43.5% | 9,022 | $883K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.2% | 9,006 | $882K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.8% | 7,913 | $867K |
| Meeder Asset Management Inc. | 0.05% | Add +618.1% | 8,818 | $863K |
| Deutsche Bank AG | 0.00% | Reduce -25.4% | 8,639 | $846K |
| Merit Financial Group, LLC | 0.01% | Add +15.7% | 8,500 | $832K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -10.9% | 8,358 | $818K |
| Dynamic Technology Lab Private Ltd | 0.18% | Reduce -39.9% | 8,112 | $794K |
| Inspire Investing, LLC | 0.07% | Reduce -9.7% | 8,104 | $793K |
| Quantbot Technologies LP | 0.03% | Reduce -74.2% | 7,920 | $775K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,782 | $762K |
| US Bancorp \de | 0.00% | Reduce -3.6% | 7,708 | $755K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 7,690 | $753K |
| CHICAGO TRUST Co NA | 0.12% | Reduce -11.6% | 7,615 | $746K |
| AlphaQuest LLC | 0.04% | Reduce -81.2% | 7,456 | $730K |
| BankChampaign, National Association | 0.71% | — | 7,312 | $716K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.1% | 7,302 | $715K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.6% | 7,207 | $706K |
| Baker Avenue Asset Management, LP | 0.02% | Add +16.5% | 7,131 | $698K |
| RBF Capital, LLC | 0.03% | No change | 7,000 | $685K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,929 | $678K |
| Cypress Capital, LLC | 0.19% | Reduce -6.5% | 6,839 | $670K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -92.8% | 6,769 | $663K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -0.0% | 6,674 | $653K |
| Argent Trust Co | 0.02% | Reduce -9.8% | 6,609 | $647K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 6,600 | $646K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +19.3% | 6,559 | $642K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.3% | 6,520 | $638K |
| GAMCO Investors | 0.01% | Reduce -1.3% | 6,373 | $624K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,334 | $620K |
| Catalyst Funds Management Pty Ltd | 0.14% | No change | 6,015 | $589K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +30.7% | 5,909 | $585K |
| Choreo, LLC | 0.01% | Add +9.3% | 5,897 | $583K |
| Marietta Investment Partners LLC | 0.12% | No change | 5,940 | $582K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +138.2% | 5,772 | $565K |
| Versant Capital Management, Inc | 0.07% | Add +17.9% | 5,719 | $560K |
| Optas, LLC | 0.09% | New | 5,704 | $558K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.1% | 5,696 | $558K |
| Ethic Inc. | 0.01% | Reduce -28.5% | 5,653 | $553K |
| K.J. Harrison & Partners Inc | 0.07% | Reduce -9.1% | 5,637 | $552K |
| Xponance LLC | 0.00% | Add +2.0% | 5,535 | $542K |
| HB Wealth Management, LLC | 0.00% | Add +4.9% | 5,488 | $537K |
| Jones Financial Companies LLLP | 0.00% | Add +62.5% | 5,449 | $533K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +1.3% | 5,395 | $528K |
| Voleon Capital Management LP | 0.01% | Reduce -74.6% | 5,248 | $514K |
| IFP Advisors, Inc | 0.01% | Add +7.4% | 5,238 | $513K |
| Farther Finance Advisors, LLC | 0.01% | Add +9.4% | 5,228 | $512K |
| TD Private Client Wealth LLC | 0.01% | Add +19.1% | 5,180 | $507K |
| Amalgamated Bank | 0.00% | Reduce -4.9% | 5,155 | $505K |
| Empirical Finance, LLC | 0.02% | No change | 5,093 | $499K |
| Childress Capital Advisors, LLC | 0.08% | Add +60.3% | 5,003 | $490K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.0% | 4,980 | $488K |
| Callan Family Office, LLC | 0.01% | Add +57.2% | 4,968 | $486K |
| EntryPoint Capital, LLC | 0.19% | New | 4,947 | $484K |
| denkapparat Operations GmbH | 0.26% | No change | 4,908 | $480K |
| &partners | 0.00% | Add +3.2% | 4,726 | $463K |
| Andina Capital Management, LLC | 0.27% | Add +3.7% | 4,636 | $454K |
| William Blair Investment Management, LLC | 0.00% | Reduce -7.7% | 4,607 | $451K |
| QRG Capital Management, Inc. | 0.01% | Add +78.6% | 4,581 | $448K |
| Acadian Asset Management LLC | 0.00% | Reduce -83.8% | 4,561 | $446K |
| Blue Trust, Inc. | 0.01% | Add +3.6% | 4,531 | $444K |
| Utah Retirement Systems | 0.00% | No change | 4,490 | $440K |
| Krilogy Financial LLC | 0.01% | Reduce -17.1% | 3,967 | $435K |
| Family Manage LLC | 0.05% | Add +59.8% | 4,364 | $427K |
| Fiduciary Trust Co | 0.00% | Add +2.1% | 4,318 | $423K |
| HUB Investment Partners, LLC | 0.01% | Add +72.3% | 4,265 | $418K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -83.7% | 4,243 | $415K |
| Denali Advisors LLC | 0.05% | New | 4,240 | $415K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,215 | $413K |
| Sterling Capital Management LLC | 0.01% | Reduce -3.6% | 4,182 | $409K |
| Storgate, LLC | 0.33% | — | 4,158 | $407K |
| Arcus Capital Partners, LLC | 0.15% | Add +37.0% | 4,144 | $406K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,038 | $395K |
| Vise Technologies, Inc. | 0.01% | New | 4,030 | $394K |
| Cannon Global Investment Management, LLC | 1.04% | Reduce -48.7% | 4,000 | $392K |
| Gateway Investment Advisers LLC | 0.00% | No change | 3,998 | $391K |
| CI Investments Inc. | 0.00% | Add +58.5% | 3,961 | $388K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 3,921 | $384K |
| Pallas Capital Advisors LLC | 0.01% | Add +14.7% | 3,788 | $371K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -96.8% | 3,766 | $369K |
| Jefferies Financial Group Inc. | 0.00% | New | 3,725 | $365K |
| Vestcor Inc | 0.01% | Reduce -67.5% | 3,614 | $354K |
| Mgo One Seven LLC | 0.01% | New | 3,611 | $354K |
| Fulcrum Capital LLC | 0.07% | No change | 3,600 | $352K |
| GAMMA Investing LLC | 0.02% | Add +3.9% | 3,514 | $344K |
| State of Wyoming | 0.04% | Reduce -13.1% | 3,406 | $333K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -24.2% | 3,987 | $333K |
| Carnegie Investment Counsel | 0.01% | New | 3,400 | $333K |
| M&T Bank Corp | 0.00% | New | 3,372 | $330K |
| Capstone Investment Advisors, LLC | 0.00% | New | 3,327 | $326K |
| Glenmede Trust Co. NA | 0.00% | — | 3,243 | $317K |
| Martin Capital Partners, LLC | 0.12% | Add +1.9% | 3,223 | $316K |
| Crestwood Advisors Group, LLC | 0.01% | New | 3,209 | $314K |
| Cambient Family Office, LLC | 0.04% | — | 3,208 | $314K |
| Interchange Capital Partners, LLC | 0.06% | New | 3,176 | $311K |
| AlphaGrep UK Ltd | 0.10% | — | 3,163 | $310K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -4.2% | 3,090 | $303K |
| Aviva PLC | 0.00% | Reduce -0.8% | 3,045 | $298K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.2% | 3,042 | $298K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -7.8% | 3,023 | $296K |
| North Dakota State Investment Board | 0.01% | — | 2,967 | $290K |
| Atria Investments, Inc | 0.00% | New | 2,888 | $283K |
| Quadrature Capital Ltd | 0.00% | New | 2,884 | $282K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 2,800 | $274K |
| Panagora Asset Management Inc. | 0.00% | Reduce -1.9% | 2,769 | $271K |
| Rothschild Investment LLC | 0.01% | Add +115.6% | 2,729 | $267K |
| CIBC Asset Management Inc | 0.00% | No change | 2,728 | $267K |
| CVFG LLC | 0.18% | No change | 2,725 | $267K |
| Mirabella Financial Services LLP | 0.03% | New | 2,724 | $267K |
| Integrated Advisors Network LLC | 0.01% | Reduce -11.5% | 2,653 | $260K |
| Kathmere Capital Management, LLC | 0.02% | Add +4.6% | 2,643 | $259K |
| Evoke Wealth, LLC | 0.00% | Add +5.5% | 2,541 | $249K |
| DRW Securities, LLC | 0.02% | Reduce -30.7% | 2,541 | $249K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.1% | 2,518 | $247K |
| Global Retirement Partners, LLC | 0.00% | Add +285.9% | 2,516 | $246K |
| Headlands Technologies LLC | 0.02% | New | 2,503 | $245K |
| Kaizen Financial Strategies | 0.11% | No change | 2,500 | $245K |
| Weik Capital Management | 0.09% | No change | 2,500 | $245K |
| Hikari Tsushin, Inc. | 0.02% | No change | 2,500 | $245K |
| Private Advisor Group, LLC | 0.00% | No change | 2,493 | $244K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -29.9% | 2,472 | $242K |
| KBC Group NV | 0.00% | No change | 2,476 | $242K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,438 | $239K |
| Claret Asset Management Corp | 0.03% | Reduce -0.2% | 2,418 | $237K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 2,408 | $236K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 2,363 | $231K |
| Principal Financial Group Inc. | 0.00% | Reduce -24.1% | 2,317 | $227K |
| St. James Investment Company, LLC | 0.04% | New | 2,285 | $224K |
| Aigen Investment Management, LP | 0.05% | New | 2,281 | $223K |
| Applied Finance Capital Management, LLC | 0.02% | New | 2,254 | $221K |
| Moneco Advisors, LLC | 0.02% | New | 2,220 | $217K |
| Hilltop Holdings Inc. | 0.01% | Reduce -30.0% | 2,197 | $215K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 2,163 | $212K |
| Jain Global LLC | 0.00% | Reduce -70.7% | 2,118 | $207K |
| NDVR, Inc. | 0.17% | Reduce -44.9% | 2,055 | $201K |
| VARCOV Co. | 0.08% | — | 2,045 | $200K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 2,029 | $199K |
| STRS Ohio | 0.00% | Reduce -1.1% | 1,987 | $195K |
| Allworth Financial LP | 0.00% | Reduce -1.5% | 1,978 | $194K |
| Assetmark, Inc. | 0.00% | Reduce -1.0% | 1,977 | $194K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 1,972 | $193K |
| New Vernon Capital Holdings II LLC | 0.09% | No change | 1,837 | $180K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.2% | 1,800 | $176K |
| Parallel Advisors, LLC | 0.00% | Add +8.7% | 1,710 | $167K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +76.3% | 1,675 | $164K |
| Covestor Ltd | 0.08% | Add +16.7% | 1,644 | $161K |
| SRH Advisors, LLC | 0.05% | Add +251.1% | 1,643 | $161K |
| Steph & Co. | 0.04% | Add +534.3% | 1,573 | $154K |
| Leonteq Securities AG | 0.01% | New | 1,500 | $147K |
| City State Bank | 0.04% | Reduce -6.5% | 1,450 | $142K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 1,385 | $137K |
| Ancora Advisors LLC | 0.00% | Add +52.3% | 1,302 | $127K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -54.9% | 1,145 | $112K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,014 | $99K |
| Arax Advisory Partners | 0.00% | Reduce -78.6% | 991 | $97K |
| Copeland Capital Management, LLC | 0.00% | Reduce -28.9% | 936 | $92K |
| Quent Capital, LLC | 0.01% | Add +0.7% | 931 | $91K |
| Danske Bank A/S | 0.00% | Reduce -92.6% | 900 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.4% | 741 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.8% | 732 | $72K |
| Essential Partners LLC | 0.02% | Reduce -72.0% | 719 | $70K |
| Crewe Advisors LLC | 0.01% | No change | 706 | $69K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.2% | 689 | $68K |
| Wolverine Asset Management LLC | 0.00% | No change | 695 | $68K |
| Signaturefd, LLC | 0.00% | Reduce -17.5% | 682 | $67K |
| MAI Capital Management | 0.00% | Add +0.5% | 673 | $66K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -54.8% | 651 | $64K |
| Platinum Investment Management Ltd. | 0.01% | New | 632 | $62K |
| Whittier Trust Co. | 0.00% | No change | 562 | $57K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 540 | $53K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -7.4% | 535 | $52K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 524 | $51K |
| True Wealth Design, LLC | 0.01% | Add +14.2% | 516 | $51K |
| Quarry LP | 0.01% | Reduce -74.3% | 500 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.6% | 497 | $49K |
| Private Trust Co. NA | 0.00% | No change | 489 | $48K |
| Penserra Capital Management LLC | 0.00% | Reduce -93.7% | 453 | $44K |
| Root Financial Partners, LLC | 0.00% | Reduce -64.7% | 419 | $41K |
| Employees Retirement System of Texas | 0.00% | No change | 400 | $39K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.4% | 357 | $35K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +2112.5% | 354 | $35K |
| Rossby Financial, LCC | 0.01% | Add +19.3% | 353 | $35K |
| WPG Advisers, LLC | 0.02% | Reduce -29.6% | 326 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.3% | 319 | $31K |
| Larson Financial Group LLC | 0.00% | Add +536.7% | 312 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Add +14.2% | 306 | $30K |
| Trust Co. of Toledo NA | 0.00% | No change | 300 | $29K |
| First Horizon Corp. | 0.00% | Reduce -37.1% | 293 | $29K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 283 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -13.8% | 269 | $26K |
| Entrust Financial LLC | 0.02% | — | 231 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 220 | $22K |
| Eagle Bay Advisors LLC | 0.02% | New | 215 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 204 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $20K |
| Walleye Trading LLC | 0.00% | New | 188 | $18K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 172 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 146 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 133 | $13K |
| ORG Partners LLC | 0.00% | New | 133 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 130 | $13K |
| LRI Investments, LLC | 0.00% | Reduce -41.4% | 122 | $12K |
| Nisa Investment Advisors, LLC | 0.00% | Add +38.5% | 115 | $11K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +660.0% | 114 | $11K |
| Global X Japan Co., Ltd. | 0.00% | Add +35.7% | 114 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +27.1% | 108 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 105 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.7% | 105 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 100 | $10K |
| Elevated Capital Advisors, LLC | 0.00% | New | 89 | $9K |
| SageView Advisory Group, LLC | 0.00% | New | 85 | $8K |
| Signature Equity Partners, LLC | 0.00% | — | 76 | $7K |
| Fifth Third Bancorp | 0.00% | Add +294.7% | 75 | $7K |
| Purpose Unlimited Inc. | 0.00% | — | 72 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 72 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 55 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -11.9% | 52 | $5K |
| WealthCollab, LLC | 0.00% | Add +47.1% | 50 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 50 | $5K |
| IMG Wealth Management, Inc. | 0.00% | No change | 41 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 40 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -2.6% | 38 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 37 | $4K |
| Noble Wealth Management PBC | 0.00% | New | 36 | $4K |
| SouthState Bank Corp | 0.00% | New | 35 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 33 | $3K |
| HM Payson & Co. | 0.00% | No change | 31 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 32 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $3K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -100.0% | 29 | $3K |
| Red Tortoise LLC | 0.00% | No change | 27 | $3K |
| Sachetta, LLC | 0.00% | No change | 26 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 23 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 21 | $2K |
| Avion Wealth | 0.00% | Add +25.0% | 30 | $2K |
| Merited Wealth, LLC | 0.00% | — | 20 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -39.4% | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.0% | 19 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -94.4% | 16 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $1K |
| Westside Investment Management, Inc. | 0.00% | New | 14 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 13 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 13 | $1K |
| Laurel Wealth Advisors LLC | 0.00% | New | 11 | $1K |
| CX Institutional | 0.00% | New | 13 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $979 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 10 | $979 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +80.0% | 9 | $881 |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 8 | $784 |
| Johnson Financial Group, Inc. | 0.00% | New | 8 | $784 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -97.2% | 7 | $774 |
| Rakuten Securities, Inc. | 0.00% | Add +133.3% | 7 | $685 |
| Spire Wealth Management | 0.00% | New | 5 | $529 |
| SHP Wealth Management | 0.00% | — | 5 | $490 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 5 | $489 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $392 |
| Manchester Capital Management LLC | 0.00% | Add +100.0% | 4 | $392 |
| Highline Wealth Partners LLC | 0.00% | No change | 4 | $392 |
| Huntington National Bank | 0.00% | No change | 4 | $392 |
| UMB Bank, n.a. | 0.00% | New | 4 | $392 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $196 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 2 | $196 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $150 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $98 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $98 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $98 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $98 |
"% of holder's portfolio" is ALSN's weight in each manager's 13F, not the share of Allison Transmission Holding the manager owns.