Allison Transmission HoldingALSN
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 556 institutions reported holding Allison Transmission Holding (ALSN) in their 13F filings, up 31 from Q4 2025. 87 opened new positions and 56 sold out. The largest holders were FMR LLC ($1.5B), Vanguard Portfolio Management LLC ($490.4M) and BlackRock, Inc. ($443.5M). 11 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 Bill Nygren (0.1% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- Allison Transmission Holding
- CUSIP
- 01973R101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $250.4M |
| Exits | 56 | $122.1M |
All 13F filers, Q4 2025 → Q1 2026: 9,786,515 shares bought and 7,623,659 shares sold, net +2,162,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| FMR LLC | 0.08% | Add +0.7% | 12,450,911 | $1.5B |
| Vanguard Portfolio Management LLC | 0.03% | — | 4,188,911 | $490.4M |
| BlackRock, Inc. | 0.01% | Add +1.3% | 3,788,793 | $443.5M |
| Vanguard Capital Management LLC | 0.01% | — | 3,713,695 | $434.7M |
| Fuller & Thaler Asset Management, Inc. | 1.34% | Add +2.4% | 3,394,635 | $397.4M |
| Boston Partners | 0.35% | Add +23.3% | 2,856,610 | $334.4M |
| Renaissance Technologies | 0.41% | Reduce -13.0% | 2,260,397 | $264.6M |
| Geode Capital Management, LLC | 0.02% | Add +12.4% | 2,204,268 | $258.1M |
| LSV Asset Management | 0.54% | Reduce -6.7% | 2,130,551 | $249.4M |
| First Trust Advisors LP | 0.17% | Add +85.2% | 2,026,603 | $237.2M |
| London Co. of Virginia | 1.37% | Reduce -9.3% | 1,905,273 | $223.0M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.1% | 1,901,860 | $222.6M |
| Bank of Montreal | 0.08% | Reduce -27.9% | 1,552,208 | $181.7M |
| State Street Corp. | 0.01% | Add +2.0% | 1,523,239 | $178.3M |
| Federated Hermes, Inc. | 0.24% | Reduce -1.3% | 1,241,477 | $145.3M |
| AQR Capital Management | 0.07% | Reduce -19.9% | 1,235,432 | $142.4M |
| Bank of America Corp. | 0.01% | Add +12.3% | 1,100,162 | $128.8M |
| Stockbridge Partners LLC | 2.91% | New | 1,030,398 | $120.6M |
| Invesco Ltd. | 0.01% | Reduce -4.5% | 929,714 | $108.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 884,659 | $103.6M |
| Quantinno Capital Management LP | 0.17% | Add +9.5% | 867,787 | $101.6M |
| Balyasny Asset Management L.P. | 0.20% | Add +53.8% | 848,263 | $99.3M |
| Captrust Financial Advisors | 0.17% | Add +440.3% | 815,733 | $95.5M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +6.8% | 802,791 | $94.0M |
| Allianz Asset Management GmbH | 0.10% | Reduce -10.2% | 740,468 | $86.7M |
| Wasatch Advisors LP | 0.57% | Reduce -21.3% | 734,327 | $86.0M |
| Morgan Stanley | 0.00% | Reduce -7.4% | 659,023 | $77.1M |
| NewEdge Wealth, LLC | 0.84% | Add +7.4% | 601,636 | $70.4M |
| Caisse de depot et placement du Quebec | 0.10% | Add +1.3% | 546,271 | $63.9M |
| Harris Associates (Oakmark Funds) | 0.08% | Reduce -21.6% | 532,007 | $62.3M |
| Seizert Capital Partners, LLC | 2.82% | Reduce -12.9% | 523,585 | $61.3M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 518,974 | $60.8M |
| Freestone Grove Partners LP | 0.43% | Add +815.6% | 512,186 | $60.0M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -38.5% | 504,484 | $59.1M |
| Brandes Investment Partners, LP | 0.41% | Add +5.1% | 500,894 | $58.6M |
| Janus Henderson Group PLC | 0.03% | Add +32.7% | 491,105 | $57.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 475,786 | $55.7M |
| Northern Trust Corp. | 0.01% | Add +2.3% | 470,007 | $55.0M |
| FIFTHDELTA Ltd | 7.48% | Reduce -21.9% | 462,874 | $54.2M |
| Raymond James Financial Inc. | 0.02% | Add +48.9% | 423,728 | $49.6M |
| Norris Perne & French LLP | 2.31% | Add +61.0% | 404,585 | $47.4M |
| Gotham Asset Management | 0.14% | Reduce -0.5% | 394,834 | $46.2M |
| UBS Group AG | 0.01% | Reduce -70.4% | 370,289 | $43.3M |
| FIL Ltd | 0.03% | Add +45.2% | 365,549 | $42.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.5% | 365,332 | $42.8M |
| Victory Capital Management Inc. | 0.03% | Add +170.6% | 349,231 | $40.9M |
| Jain Global LLC | 0.55% | Add +16268.6% | 346,686 | $40.6M |
| Marshall Wace, LLP | 0.04% | Add +423.8% | 335,738 | $39.3M |
| Clifford Swan Investment Counsel LLC | 1.31% | Reduce -1.6% | 329,022 | $38.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 338,342 | $38.1M |
| Natixis Advisors, LLC | 0.05% | Add +13.8% | 324,347 | $38.0M |
| Jones Financial Companies LLLP | 0.02% | Add +5879.4% | 325,817 | $37.3M |
| Citadel Advisors | 0.03% | Add +378.4% | 304,746 | $35.7M |
| Schonfeld Strategic Advisors LLC | 0.29% | Reduce -36.6% | 304,738 | $35.7M |
| Solidarity Wealth, LLC | 6.74% | Add +4.4% | 299,967 | $35.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.4% | 298,164 | $34.9M |
| Woodline Partners LP | 0.13% | Add +18.1% | 283,427 | $33.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +11.0% | 261,434 | $30.6M |
| Polaris Capital Management, LLC | 2.48% | Reduce -3.7% | 258,600 | $30.3M |
| Lazard Asset Management LLC | 0.05% | Add +41.1% | 254,624 | $29.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.21% | Reduce -22.1% | 242,971 | $28.4M |
| Millennium Management | 0.02% | Reduce -80.8% | 240,802 | $28.2M |
| Sei Investments Co. | 0.03% | Add +91.1% | 240,179 | $28.1M |
| Nuveen, LLC | 0.01% | Reduce -10.5% | 239,666 | $28.1M |
| Alliancebernstein L.P. | 0.01% | Add +17.8% | 279,004 | $27.3M |
| Empowered Funds, LLC | 0.17% | Add +47.5% | 227,271 | $26.6M |
| HSBC Holdings PLC | 0.02% | Add +46.6% | 223,911 | $25.9M |
| Driehaus Capital Management LLC | 0.19% | Add +53.1% | 219,126 | $25.7M |
| Burney Co./ | 0.79% | Reduce -30.4% | 216,320 | $25.3M |
| Wells Fargo & Company | 0.01% | Reduce -8.4% | 215,685 | $25.2M |
| Arbejdsmarkedets Tillaegspension | 0.63% | Reduce -13.4% | 214,917 | $25.2M |
| Neuberger Berman Group LLC | 0.02% | Add +49.1% | 209,796 | $24.6M |
| Walleye Capital LLC | 0.16% | Reduce -0.5% | 207,974 | $24.3M |
| D. E. Shaw & Co. | 0.02% | Reduce -40.3% | 204,203 | $23.9M |
| Franklin Resources Inc. | 0.01% | Add +42.7% | 195,226 | $22.9M |
| Vest Financial, LLC | 0.27% | Add +203.1% | 190,232 | $22.3M |
| Cookson Peirce & Co. Inc. | 0.92% | New | 185,098 | $21.7M |
| J. Goldman & Co LP | 0.99% | New | 182,258 | $21.3M |
| California Public Employees Retirement System | 0.01% | Add +4.5% | 177,921 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.6% | 173,045 | $20.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -13.3% | 172,605 | $20.2M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 164,600 | $19.3M |
| Dudley & Shanley, Inc. | 3.15% | No change | 164,597 | $19.3M |
| Susquehanna International Group, LLP | 0.02% | Add +10.1% | 164,403 | $19.2M |
| Bruni J V & Co. | 1.92% | Reduce -0.3% | 157,283 | $18.4M |
| Alps Advisors Inc. | 0.08% | Reduce -4.6% | 150,124 | $17.6M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +3698.7% | 143,059 | $16.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +13.9% | 141,056 | $16.5M |
| Isthmus Partners, LLC | 1.71% | Reduce -7.9% | 139,314 | $16.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +85.6% | 136,601 | $16.2M |
| Wedge Capital Management L L P | 0.29% | Reduce -13.2% | 135,812 | $15.9M |
| Distillate Capital Partners LLC | 0.83% | New | 134,971 | $15.8M |
| Verition Fund Management LLC | 0.16% | Add +27.4% | 134,942 | $15.8M |
| Schroder Investment Management Group | 0.01% | Add +189.3% | 136,262 | $15.3M |
| Corient Private Wealth LP | 0.02% | Add +135.3% | 130,727 | $15.2M |
| Public Sector Pension Investment Board | 0.04% | Add +10.7% | 121,153 | $14.2M |
| Algert Global LLC | 0.20% | Reduce -20.5% | 115,419 | $13.5M |
| Mountain Lake Investment Management LLC | 8.45% | Add +1.8% | 111,803 | $13.1M |
| Bank of Nova Scotia | 0.02% | Add +50.4% | 109,646 | $12.8M |
| Danske Bank A/S | 0.03% | Add +11967.4% | 108,607 | $12.7M |
| Bridgewater Associates | 0.05% | Reduce -37.2% | 102,803 | $12.0M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 100,752 | $11.8M |
| MAC Alpha Capital Management, LP | 6.69% | Reduce -29.4% | 97,983 | $11.5M |
| Lighthouse Investment Partners, LLC | 0.43% | Reduce -23.2% | 97,945 | $11.5M |
| California State Teachers Retirement System | 0.01% | Add +22.9% | 97,486 | $11.4M |
| Van Eck Associates Corp. | 0.01% | Reduce -5.9% | 96,982 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Add +15.6% | 94,073 | $11.0M |
| Man Group plc | 0.02% | Add +85.1% | 93,397 | $10.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 89,675 | $10.5M |
| Kennedy Capital Management LLC | 0.22% | Reduce -0.1% | 88,495 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -30.5% | 87,878 | $10.3M |
| Stolper Co | 2.73% | Add +12.3% | 82,270 | $9.6M |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 81,280 | $9.5M |
| Royce & Associates LP | 0.09% | Reduce -14.9% | 81,143 | $9.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 80,000 | $9.4M |
| Legal & General Group Plc | 0.00% | Reduce -16.9% | 78,709 | $9.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -11.2% | 76,616 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.3% | 75,898 | $8.9M |
| Treasurer of the State of North Carolina | 0.03% | Add +6.5% | 74,033 | $8.7M |
| Level Four Advisory Services, LLC | 0.28% | Reduce -0.7% | 72,387 | $8.5M |
| Marathon Capital Management | 1.91% | Reduce -3.0% | 72,235 | $8.5M |
| AdvisorShares Investments LLC | 1.51% | Reduce -8.3% | 70,821 | $8.3M |
| Taylor Hoffman Capital Management LLC | 2.51% | Add +9.5% | 69,632 | $8.2M |
| Cerity Partners LLC | 0.01% | Reduce -10.5% | 67,481 | $7.9M |
| Foster & Motley Inc. | 0.40% | Add +0.1% | 66,700 | $7.8M |
| Voleon Capital Management LP | 0.17% | Add +1167.8% | 66,533 | $7.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 65,438 | $7.7M |
| Point72 Asset Management | 0.01% | Reduce -61.3% | 63,752 | $7.5M |
| State of Alaska, Department of Revenue | 0.08% | No change | 62,462 | $7.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +21.9% | 62,400 | $7.3M |
| Everett Harris & Co. | 0.09% | Reduce -3.7% | 62,147 | $7.3M |
| Barclays PLC | 0.00% | Reduce -8.1% | 61,544 | $7.2M |
| Voya Investment Management LLC | 0.01% | Add +7.7% | 58,774 | $6.9M |
| Robotti Robert | 1.07% | Reduce -0.4% | 58,384 | $6.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +38.7% | 58,419 | $6.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -3.0% | 58,015 | $6.8M |
| State of Wisconsin Investment Board | 0.02% | Add +34.6% | 57,737 | $6.8M |
| Parcion Private Wealth LLC | 0.41% | Reduce -2.4% | 56,361 | $6.6M |
| Dark Forest Capital Management LP | 0.57% | Reduce -52.7% | 54,626 | $6.4M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.24% | Add +9.8% | 52,400 | $6.1M |
| Prudential Financial Inc. | 0.01% | Reduce -19.7% | 52,085 | $6.1M |
| ING Groep NV | 0.04% | New | 52,020 | $6.1M |
| Castleark Management LLC | 0.20% | New | 50,630 | $5.9M |
| Ieq Capital, LLC | 0.03% | Reduce -35.6% | 50,027 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -31.2% | 48,108 | $5.6M |
| Evolve Private Wealth, LLC | 0.29% | Reduce -1.5% | 46,016 | $5.4M |
| Woodbridge Co Ltd | 0.02% | No change | 45,196 | $5.3M |
| Coppell Advisory Solutions LLC | 3.03% | Reduce -8.6% | 45,736 | $5.1M |
| Aquatic Capital Management LLC | 0.15% | Add +119.0% | 43,430 | $5.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -9.7% | 43,365 | $5.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 42,884 | $5.0M |
| Soltis Investment Advisors LLC | 0.33% | Add +27.9% | 42,740 | $5.0M |
| California First Leasing Corp. | 1.59% | No change | 42,290 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +37.2% | 39,724 | $4.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +38.2% | 38,700 | $4.5M |
| New York State Common Retirement Fund | 0.01% | No change | 38,683 | $4.5M |
| Stephens Inc. | 0.06% | Reduce -0.1% | 38,512 | $4.5M |
| Reinhart Partners, Llc. | 0.13% | Reduce -38.8% | 37,779 | $4.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +2.7% | 37,732 | $4.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.6% | 37,039 | $4.3M |
| Fifth Third Bancorp | 0.01% | Add +48764.0% | 36,648 | $4.3M |
| Cinctive Capital Management LP | 0.28% | Reduce -54.0% | 36,498 | $4.3M |
| Focus Partners Wealth | 0.00% | Reduce -6.1% | 34,864 | $4.2M |
| Summit Trail Advisors, LLC | 0.06% | Add +18.0% | 35,795 | $4.2M |
| Hudson Bay Capital Management LP | 0.03% | New | 35,463 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +1.4% | 35,044 | $4.1M |
| CX Institutional | 0.12% | Add +269061.5% | 34,991 | $4.1M |
| Tidal Investments LLC | 0.01% | New | 36,151 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +20.3% | 34,751 | $4.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +40.3% | 34,717 | $4.1M |
| Salem Investment Counselors Inc. | 0.12% | Reduce -0.1% | 34,237 | $4.0M |
| Capula Management Ltd | 0.03% | New | 33,692 | $3.9M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.14% | New | 33,465 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 31,743 | $3.7M |
| Martingale Asset Management L P | 0.09% | New | 30,726 | $3.6M |
| MADDEN SECURITIES Corp | 1.08% | Add +31.6% | 30,595 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.9% | 30,162 | $3.5M |
| Edgestream Partners, L.P. | 0.12% | Add +18.9% | 30,042 | $3.5M |
| Nomura Asset Management International Inc. | 0.01% | No change | 29,700 | $3.5M |
| Linden Thomas Advisory Services, LLC | 0.33% | Add +2.4% | 29,310 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.0% | 29,230 | $3.4M |
| Cwm, LLC | 0.01% | Add +0.3% | 29,143 | $3.4M |
| Systematic Financial Management LP | 0.08% | Reduce -2.8% | 28,745 | $3.4M |
| Tealwood Asset Management Inc. | 1.52% | Reduce -1.6% | 28,532 | $3.3M |
| Ami Investment Management Inc. | 0.74% | Reduce -6.9% | 28,125 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +8.2% | 27,561 | $3.2M |
| GHP Investment Advisors, Inc. | 0.13% | Add +11.9% | 27,328 | $3.2M |
| Caprock Group, LLC | 0.08% | Add +3.1% | 26,863 | $3.1M |
| National Bank of Canada | 0.00% | Add +0.5% | 26,695 | $3.1M |
| Gabelli Funds LLC | 0.02% | Reduce -2.6% | 25,712 | $3.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.0% | 25,400 | $3.0M |
| Monument Capital Management | 0.72% | New | 24,434 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.5% | 24,409 | $2.9M |
| CWA Asset Management Group, LLC | 0.10% | Add +16.5% | 24,091 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -16.1% | 23,960 | $2.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -6.0% | 23,951 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.5% | 23,248 | $2.7M |
| Arizona State Retirement System | 0.02% | Reduce -1.9% | 22,860 | $2.7M |
| Concentric Capital Strategies, LP | 0.22% | New | 21,793 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.2% | 21,443 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.2% | 21,006 | $2.5M |
| Alan B Lancz & Associates, Inc. | 2.39% | Reduce -9.5% | 21,020 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 20,693 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +10.8% | 20,066 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -16.1% | 19,744 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.9% | 19,732 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.8% | 19,729 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 19,156 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.4% | 19,148 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -8.9% | 19,083 | $2.2M |
| Islay Capital Management, LLC | 1.14% | Reduce -2.9% | 19,046 | $2.2M |
| Ritholtz Wealth Management | 0.04% | Reduce -23.4% | 18,445 | $2.2M |
| Clark Estates Inc. | 0.50% | No change | 17,750 | $2.1M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -70.9% | 17,432 | $2.0M |
| Acadian Asset Management LLC | 0.00% | Add +275.4% | 17,120 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +5.7% | 16,841 | $2.0M |
| Bokf, NA | 0.03% | Reduce -19.3% | 16,696 | $2.0M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 16,174 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Reduce -5.7% | 16,041 | $1.9M |
| Quadrature Capital Ltd | 0.02% | Add +454.3% | 15,987 | $1.9M |
| Kendall Capital Management | 0.38% | Reduce -5.5% | 15,812 | $1.9M |
| Catalyst Capital Advisors LLC | 0.03% | New | 15,800 | $1.8M |
| Tweedy, Browne Co LLC | 0.15% | Add +56.8% | 15,796 | $1.8M |
| Exchange Traded Concepts, LLC | 0.01% | Add +56.8% | 15,796 | $1.8M |
| Villanova Investment Management Co LLC | 1.89% | Reduce -39.8% | 15,717 | $1.8M |
| Holocene Advisors, LP | 0.00% | Reduce -69.0% | 15,684 | $1.8M |
| Creative Planning | 0.00% | Add +22.6% | 15,207 | $1.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.35% | Reduce -5.8% | 14,237 | $1.7M |
| Caxton Associates LLP | 0.04% | Add +33.3% | 14,072 | $1.6M |
| Picton Mahoney Asset Management | 0.02% | Add +108084.6% | 14,064 | $1.6M |
| Ingalls & Snyder LLC | 0.06% | Reduce -0.8% | 14,052 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +14.6% | 13,852 | $1.6M |
| Advisory Research Inc. | 0.19% | Add +4.2% | 13,237 | $1.5M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -0.7% | 12,909 | $1.5M |
| Inscription Capital, LLC | 0.16% | Reduce -11.8% | 12,643 | $1.5M |
| Americana Partners, LLC | 0.04% | Reduce -0.7% | 12,600 | $1.5M |
| Powell Investment Advisors, LLC | 0.49% | No change | 12,079 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3682.8% | 12,067 | $1.4M |
| Penserra Capital Management LLC | 0.02% | Add +2448.1% | 11,543 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.6% | 11,455 | $1.3M |
| Inspire Investing, LLC | 0.08% | Add +39.9% | 11,338 | $1.3M |
| Aaron Wealth Advisors LLC | 0.08% | Reduce -19.6% | 11,315 | $1.3M |
| Paradigm Asset Management Co. LLC | 0.31% | No change | 11,200 | $1.3M |
| Moseley Investment Management Inc. | 0.41% | No change | 11,102 | $1.3M |
| Vident Advisory, LLC | 0.01% | Reduce -11.0% | 11,102 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +22.3% | 11,016 | $1.3M |
| Keynote Financial Services LLC | 0.68% | Reduce -0.2% | 10,763 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | New | 10,500 | $1.2M |
| Fieldview Capital Management, LLC | 0.35% | New | 10,237 | $1.2M |
| Triad Wealth Partners, LLC | 0.09% | Add +4.8% | 10,208 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -40.9% | 10,205 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -9.5% | 10,093 | $1.2M |
| Atlas Capital Advisors Inc. | 0.13% | Reduce -10.5% | 10,028 | $1.2M |
| Ethic Inc. | 0.02% | Add +70.8% | 9,658 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | — | 9,579 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +21.1% | 9,313 | $1.1M |
| Factorial Partners, LLC | 0.79% | No change | 9,300 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +156.2% | 9,252 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -23.6% | 9,224 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +3.2% | 8,917 | $1.0M |
| Allstate Corp. | 0.01% | New | 8,886 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +6.2% | 8,873 | $1.0M |
| Syon Capital LLC | 0.05% | Reduce -14.5% | 8,755 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +0.6% | 8,550 | $1.0M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -5.0% | 7,516 | $1000K |
| Jump Financial, LLC | 0.02% | Reduce -75.2% | 8,494 | $994K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.0% | 8,360 | $979K |
| Lecap Asset Management Ltd. | 0.35% | Reduce -11.5% | 7,981 | $934K |
| Legato Capital Management LLC | 0.08% | Reduce -66.9% | 7,965 | $932K |
| United Capital Financial Advisors, LLC | 0.01% | New | 7,865 | $921K |
| Kera Capital Partners, Inc. | 0.11% | Reduce -6.6% | 7,819 | $915K |
| Integrated Wealth Concepts LLC | 0.01% | New | 7,772 | $910K |
| US Bancorp \de | 0.00% | Reduce -0.4% | 7,676 | $899K |
| Provident Investment Management, Inc. | 0.09% | New | 7,540 | $883K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.8% | 7,487 | $876K |
| Baker Avenue Asset Management, LP | 0.02% | Add +3.7% | 7,393 | $865K |
| Xponance LLC | 0.01% | Add +33.1% | 7,367 | $862K |
| CSS LLC | 0.14% | Reduce -32.0% | 7,340 | $859K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -39.0% | 7,213 | $844K |
| Swiss Life Asset Management Ltd | 0.00% | Add +83.4% | 7,191 | $842K |
| RBF Capital, LLC | 0.04% | No change | 7,000 | $819K |
| BankChampaign, National Association | 0.81% | Reduce -5.1% | 6,936 | $812K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,929 | $811K |
| Certuity, LLC | 0.05% | Reduce -33.7% | 6,901 | $808K |
| Fairvoy Private Wealth, LLC | 0.19% | New | 6,887 | $806K |
| Jane Street Group, LLC | 0.00% | Reduce -55.6% | 6,846 | $801K |
| Argent Trust Co | 0.03% | Add +2.3% | 6,758 | $791K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.5% | 6,723 | $787K |
| Versant Capital Management, Inc | 0.08% | Add +16.2% | 6,643 | $778K |
| Callan Family Office, LLC | 0.02% | Add +33.7% | 6,641 | $777K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 6,600 | $773K |
| GAMCO Investors | 0.01% | Add +1.6% | 6,473 | $758K |
| Integrated Advisors Network LLC | 0.04% | Add +143.9% | 6,471 | $757K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -3.1% | 6,469 | $757K |
| Cypress Capital, LLC | 0.21% | Reduce -6.1% | 6,421 | $752K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 6,334 | $741K |
| Catalyst Funds Management Pty Ltd | 0.13% | Add +5.0% | 6,315 | $739K |
| Daiwa Securities Group Inc. | 0.00% | New | 6,300 | $737K |
| GMO | 0.00% | Reduce -52.0% | 6,243 | $731K |
| HB Wealth Management, LLC | 0.00% | Add +12.0% | 6,146 | $719K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +5.1% | 6,068 | $710K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -9.0% | 5,971 | $699K |
| Marietta Investment Partners LLC | 0.14% | No change | 5,940 | $695K |
| Choreo, LLC | 0.01% | Reduce -1.8% | 5,789 | $678K |
| Blue Trust, Inc. | 0.01% | Add +26.0% | 5,709 | $668K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.4% | 5,671 | $664K |
| K.J. Harrison & Partners Inc | 0.11% | No change | 5,637 | $660K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.0% | 5,623 | $658K |
| Optas, LLC | 0.10% | Reduce -2.9% | 5,537 | $648K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -6.4% | 5,530 | $647K |
| Walleye Trading LLC | 0.01% | Add +2808.5% | 5,468 | $640K |
| Y.D. More Investments Ltd | 0.02% | New | 5,631 | $635K |
| Childress Capital Advisors, LLC | 0.11% | Add +4.5% | 5,229 | $612K |
| Empirical Finance, LLC | 0.03% | No change | 5,093 | $596K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.7% | 5,091 | $596K |
| Family Manage LLC | 0.07% | Add +15.9% | 5,060 | $592K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.2% | 4,956 | $589K |
| IMC-Chicago, LLC | 0.01% | New | 5,014 | $587K |
| denkapparat Operations GmbH | 0.24% | No change | 4,908 | $575K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.7% | 4,795 | $561K |
| William Blair Investment Management, LLC | 0.00% | Add +2.6% | 4,726 | $553K |
| Synergy Asset Management, LLC | 0.06% | New | 4,684 | $548K |
| Diametric Capital, LP | 0.14% | New | 4,615 | $540K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.6% | 4,553 | $533K |
| Utah Retirement Systems | 0.01% | No change | 4,490 | $526K |
| Amalgamated Bank | 0.00% | Reduce -13.3% | 4,471 | $523K |
| HUB Investment Partners, LLC | 0.01% | Add +4.4% | 4,453 | $521K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,449 | $521K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -35.8% | 4,345 | $509K |
| Fiduciary Trust Co | 0.01% | Reduce -1.6% | 4,251 | $498K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,243 | $497K |
| Denali Advisors LLC | 0.06% | Reduce -0.3% | 4,229 | $495K |
| Storgate, LLC | 0.39% | Add +1.4% | 4,215 | $493K |
| Meeder Asset Management Inc. | 0.03% | Reduce -52.4% | 4,197 | $491K |
| DNB Asset Management AS | 0.00% | New | 4,162 | $487K |
| Pathstone Holdings, LLC | 0.00% | Add +35.7% | 4,128 | $483K |
| Krilogy Financial LLC | 0.02% | Reduce -4.5% | 3,790 | $476K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,038 | $473K |
| Aristeia Capital, L.L.C. | 0.02% | New | 4,024 | $471K |
| Vontobel Holding Ltd. | 0.00% | New | 4,022 | $471K |
| Gateway Investment Advisers LLC | 0.01% | No change | 3,998 | $468K |
| CI Investments Inc. | 0.00% | Reduce -1.2% | 3,912 | $458K |
| &partners | 0.00% | Reduce -18.8% | 3,837 | $449K |
| GAMMA Investing LLC | 0.02% | Add +8.4% | 3,810 | $446K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.1% | 3,786 | $443K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,734 | $437K |
| Brighton Jones LLC | 0.01% | New | 3,666 | $429K |
| Vestcor Inc | 0.01% | No change | 3,614 | $423K |
| Fulcrum Capital LLC | 0.09% | No change | 3,600 | $421K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,577 | $419K |
| Legacy Wealth Asset Management, LLC | 0.10% | Reduce -34.4% | 3,542 | $415K |
| M&T Bank Corp | 0.00% | Add +2.7% | 3,464 | $405K |
| Amundi | 0.00% | Reduce -98.9% | 3,401 | $398K |
| Vise Technologies, Inc. | 0.01% | No change | 4,030 | $394K |
| Atria Investments, Inc | 0.00% | Add +12.6% | 3,253 | $381K |
| Martin Capital Partners, LLC | 0.14% | Reduce -0.2% | 3,217 | $377K |
| Cambient Family Office, LLC | 0.05% | No change | 3,208 | $376K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.6% | 3,190 | $373K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.2% | 3,140 | $368K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.1% | 3,021 | $354K |
| Lido Advisors, LLC | 0.00% | New | 2,920 | $342K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.0% | 2,864 | $335K |
| Panagora Asset Management Inc. | 0.00% | Add +2.5% | 2,837 | $332K |
| Moneco Advisors, LLC | 0.03% | Add +27.1% | 2,822 | $330K |
| Commonwealth Financial Services, LLC | 0.05% | Add +0.2% | 2,805 | $328K |
| KBC Group NV | 0.00% | Add +11.9% | 2,770 | $324K |
| Florida Financial Advisors, LLC | 0.08% | New | 2,747 | $322K |
| Rothschild Investment LLC | 0.02% | Add +0.7% | 2,747 | $322K |
| Mirabella Financial Services LLP | 0.03% | Add +0.4% | 2,735 | $320K |
| CIBC Asset Management Inc | 0.00% | No change | 2,728 | $319K |
| CVFG LLC | 0.04% | No change | 2,725 | $319K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,711 | $317K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 2,700 | $316K |
| Kaizen Financial Strategies | 0.13% | No change | 2,500 | $314K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -2.2% | 2,584 | $302K |
| Principal Financial Group Inc. | 0.00% | Add +10.6% | 2,563 | $300K |
| HighTower Advisors, LLC | 0.00% | New | 2,545 | $298K |
| Bull Harbor Capital LLC | 0.08% | — | 2,534 | $297K |
| Layline Advisors, LLC | 0.33% | — | 2,531 | $296K |
| Carnegie Investment Counsel | 0.01% | Reduce -26.1% | 2,512 | $294K |
| Weik Capital Management | 0.12% | No change | 2,500 | $293K |
| Hikari Tsushin, Inc. | 0.02% | No change | 2,500 | $293K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.2% | 2,488 | $291K |
| Bessemer Group Inc. | 0.00% | Add +7543.8% | 2,446 | $287K |
| Applied Finance Capital Management, LLC | 0.02% | Add +8.1% | 2,436 | $285K |
| IFP Advisors, Inc | 0.01% | Reduce -53.5% | 2,436 | $285K |
| North Dakota State Investment Board | 0.01% | Reduce -18.3% | 2,425 | $284K |
| Claret Asset Management Corp | 0.03% | No change | 2,418 | $283K |
| Sterling Capital Management LLC | 0.01% | Reduce -42.3% | 2,415 | $283K |
| Evoke Wealth, LLC | 0.01% | Reduce -6.0% | 2,389 | $280K |
| Prelude Capital Management, LLC | 0.02% | New | 2,324 | $272K |
| DF Dent & Co. Inc. | 0.01% | New | 2,308 | $270K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -69.7% | 2,305 | $270K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -5.5% | 2,045 | $269K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -26.0% | 2,286 | $268K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -4.4% | 2,259 | $264K |
| Victory Financial Group, LLC | 0.03% | New | 2,251 | $264K |
| Frec Markets, Inc. | 0.04% | New | 2,218 | $260K |
| Compound Planning, Inc. | 0.01% | New | 2,216 | $259K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.0% | 2,194 | $257K |
| Evergreen Capital Management LLC | 0.01% | New | 2,187 | $256K |
| Diversify Wealth Management, LLC | 0.00% | New | 1,905 | $246K |
| Arcus Capital Partners, LLC | 0.09% | Reduce -49.7% | 2,085 | $244K |
| Commerce Bank | 0.00% | New | 2,080 | $243K |
| Allworth Financial LP | 0.00% | Add +4.7% | 2,070 | $242K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -44.7% | 2,060 | $241K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -14.6% | 2,057 | $241K |
| State of Wyoming | 0.03% | Reduce -41.0% | 2,010 | $235K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 1,988 | $233K |
| STRS Ohio | 0.00% | Reduce -0.1% | 1,984 | $232K |
| Guggenheim Capital LLC | 0.00% | New | 1,952 | $229K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,896 | $222K |
| DGS Capital Management, LLC | 0.04% | New | 1,890 | $221K |
| Enhancing Capital LLC | 0.16% | New | 1,887 | $221K |
| Brooklyn Investment Group | 0.01% | New | 1,878 | $220K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 1,877 | $220K |
| Yousif Capital Management, LLC | 0.00% | New | 1,868 | $219K |
| Sagewood Asset Management LP | 0.07% | New | 1,861 | $218K |
| Savant Capital, LLC | 0.00% | New | 1,851 | $217K |
| Argos Wealth Advisors, LLC | 0.06% | New | 1,842 | $216K |
| New Vernon Capital Holdings II LLC | 0.16% | No change | 1,837 | $215K |
| D.A. Davidson & Co. | 0.00% | New | 1,810 | $212K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,802 | $211K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.3% | 1,788 | $209K |
| Heritage Trust Co | 0.02% | New | 1,780 | $208K |
| Sargent Investment Group, LLC | 0.03% | New | 1,753 | $205K |
| Weiss Asset Management LP | 0.01% | New | 1,750 | $205K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,730 | $203K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.3% | 1,670 | $196K |
| Steph & Co. | 0.05% | Add +0.8% | 1,586 | $186K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -7.5% | 1,550 | $181K |
| City State Bank | 0.04% | Reduce -0.4% | 1,444 | $169K |
| Ancora Advisors LLC | 0.00% | Add +9.7% | 1,428 | $167K |
| Arax Advisory Partners | 0.00% | Add +36.6% | 1,354 | $163K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,385 | $157K |
| Simplex Trading, LLC | 0.00% | New | 1,285 | $150K |
| HM Payson & Co. | 0.00% | Add +3871.0% | 1,231 | $144K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +62.6% | 1,190 | $139K |
| Assetmark, Inc. | 0.00% | Reduce -43.8% | 1,112 | $130K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +949.5% | 1,102 | $129K |
| MAI Capital Management | 0.00% | Add +61.2% | 1,085 | $127K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,014 | $119K |
| Nkcfo LLC | 0.03% | New | 1,000 | $117K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +172.3% | 964 | $113K |
| Quent Capital, LLC | 0.01% | No change | 931 | $109K |
| Employees Retirement System of Texas | 0.00% | Add +127.8% | 911 | $107K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.0% | 845 | $99K |
| Advisory Services Network, LLC | 0.00% | New | 840 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.0% | 840 | $98K |
| Copeland Capital Management, LLC | 0.00% | Reduce -17.1% | 776 | $91K |
| Signaturefd, LLC | 0.00% | Add +13.6% | 775 | $91K |
| Essential Partners LLC | 0.03% | No change | 719 | $84K |
| Wolverine Asset Management LLC | 0.00% | No change | 695 | $81K |
| Covestor Ltd | 0.05% | Reduce -63.5% | 600 | $70K |
| Larson Financial Group LLC | 0.00% | Add +82.0% | 568 | $66K |
| Whittier Trust Co. | 0.00% | No change | 562 | $66K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 540 | $63K |
| True Wealth Design, LLC | 0.02% | Reduce -3.5% | 498 | $58K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 497 | $58K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -9.0% | 477 | $56K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -12.3% | 469 | $55K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -59.6% | 462 | $54K |
| Root Financial Partners, LLC | 0.00% | Add +4.1% | 436 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +34.0% | 410 | $48K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -89.9% | 402 | $47K |
| Rossby Financial, LCC | 0.01% | Add +7.1% | 378 | $45K |
| Private Trust Co. NA | 0.00% | Reduce -22.7% | 378 | $44K |
| Crewe Advisors LLC | 0.00% | Reduce -49.9% | 354 | $41K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -46.9% | 366 | $41K |
| WPG Advisers, LLC | 0.03% | Add +1.8% | 332 | $39K |
| Quadrant Capital Group LLC | 0.00% | Reduce -7.0% | 332 | $39K |
| Trust Co. of Toledo NA | 0.00% | No change | 300 | $35K |
| First Horizon Corp. | 0.00% | No change | 293 | $34K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 289 | $34K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.4% | 287 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 269 | $31K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -59.6% | 263 | $31K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 242 | $28K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 231 | $27K |
| Millstone Evans Group, LLC | 0.02% | New | 226 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 220 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +808.7% | 209 | $24K |
| Geneos Wealth Management Inc. | 0.00% | No change | 204 | $24K |
| Entrust Financial LLC | 0.02% | Reduce -12.1% | 203 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $23K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 178 | $21K |
| Mather Group, Llc. | 0.00% | New | 173 | $20K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 172 | $20K |
| Capital Analysts, LLC | 0.00% | Add +24.6% | 162 | $19K |
| Smithfield Trust Co | 0.00% | New | 150 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 146 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 133 | $16K |
| LRI Investments, LLC | 0.00% | No change | 122 | $14K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.3% | 120 | $14K |
| CVA Family Office, LLC | 0.00% | New | 117 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.9% | 109 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 105 | $12K |
| Whipplewood Advisors, LLC | 0.01% | New | 106 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Add +96.2% | 102 | $12K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 100 | $12K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 89 | $10K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -27.2% | 83 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +30.9% | 72 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 72 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +165.0% | 53 | $6K |
| WealthCollab, LLC | 0.00% | No change | 50 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 50 | $6K |
| Aventura Private Wealth, LLC | 0.00% | New | 47 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +42.4% | 47 | $6K |
| Zions Bancorporation, National Association | 0.00% | New | 40 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 38 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 37 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 36 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $4K |
| MidFirst Bank | 0.00% | New | 33 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $4K |
| Signature Equity Partners, LLC | 0.00% | Reduce -64.5% | 27 | $3K |
| Red Tortoise LLC | 0.00% | No change | 27 | $3K |
| Sachetta, LLC | 0.00% | No change | 26 | $3K |
| Avion Wealth | 0.00% | No change | 30 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 24 | $3K |
| Purpose Unlimited Inc. | 0.00% | Reduce -68.1% | 23 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 19 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +125.0% | 18 | $2K |
| First Pacific Financial | 0.00% | New | 18 | $2K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 18 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +20.0% | 18 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +50.0% | 15 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 14 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 13 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -67.5% | 13 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +44.4% | 13 | $2K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 10 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 10 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -37.5% | 10 | $1K |
| SHP Wealth Management | 0.00% | Add +100.0% | 10 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $1K |
| UMB Bank, n.a. | 0.00% | Add +100.0% | 8 | $936 |
| Cornerstone Planning Group LLC | 0.00% | No change | 7 | $892 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 7 | $819 |
| Rakuten Securities, Inc. | 0.00% | Reduce -28.6% | 5 | $585 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $468 |
| Highline Wealth Partners LLC | 0.00% | No change | 4 | $468 |
| Huntington National Bank | 0.00% | No change | 4 | $468 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $235 |
| Manchester Capital Management LLC | 0.00% | Reduce -50.0% | 2 | $235 |
| Curio Wealth, LLC | 0.00% | New | 2 | $234 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $234 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 2 | $234 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $179 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $129 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $118 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $118 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $117 |
| Hantz Financial Services, Inc. | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is ALSN's weight in each manager's 13F, not the share of Allison Transmission Holding the manager owns.