Smith (a.o.)AOS

13F holders, Q2 2025 (June 30)
632holders −25
85new positions
103sold out
11famous investors
$65.57avg. 13F price*

At the end of Q2 2025, 632 institutions reported holding Smith (a.o.) Corp. (AOS) in their 13F filings, down 25 from Q1 2025. 85 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($933.1M), BlackRock, Inc. ($467.2M) and State Street Corp. ($386.1M). 11 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Smith (a.o.) Corp.
Sector
Consumer Discretionary
CUSIP
831865209
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 654Q1 2024Q2 2024: 642Q2 2024Q3 2024: 654Q3 2024Q4 2024: 643Q4 2024Q1 2025: 657Q1 2025Q2 2025: 632Q2 2025Q3 2025: 631Q3 2025Q4 2025: 647Q4 2025Q1 2026: 636Q1 2026Q2 2026: 615Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions85$178.6M
Exits103$178.4M

All 13F filers, Q1 2025 → Q2 2025: 12,630,794 shares bought and 14,845,858 shares sold, net −2,215,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 632 holders

Vanguard Group Inc. 0.02% Reduce -1.2% 14,229,966 $933.1M
BlackRock, Inc. 0.01% Reduce -19.9% 7,125,925 $467.2M
State Street Corp. 0.01% Reduce -6.9% 5,887,778 $386.1M
Invesco Ltd. 0.05% Reduce -5.0% 4,763,032 $312.3M
Impax Asset Management Group plc 1.77% Reduce -9.6% 4,692,302 $307.7M
Geode Capital Management, LLC 0.02% Reduce -1.2% 3,511,273 $229.9M
Morgan Stanley 0.01% Add +34.9% 2,907,623 $190.7M
ProShare Advisors LLC 0.33% Add +3.3% 2,500,230 $163.9M
First Trust Advisors LP 0.13% Reduce -1.6% 2,399,293 $157.3M
American Century Companies Inc. 0.07% Add +54.3% 2,080,288 $136.4M
Earnest Partners LLC 0.60% Add +0.2% 2,046,860 $134.2M
Dimensional Fund Advisors LP 0.03% Add +9.7% 1,833,000 $120.2M
Bank of America Corp. 0.01% Reduce -1.7% 1,717,184 $112.6M
Millennium Management 0.10% Add +117.8% 1,688,594 $110.7M
Amundi 0.04% Reduce -17.9% 1,537,622 $101.4M
Norges Bank 0.01% Reduce -1.2% 1,402,144 $91.9M
UBS Group AG 0.02% Add +1.8% 1,326,224 $87.0M
Sei Investments Co. 0.10% Reduce -12.0% 1,276,149 $83.7M
Nomura Asset Management Co. Ltd. 0.23% Reduce -15.9% 1,273,782 $83.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 1,265,091 $83.0M
1832 Asset Management L.P. 0.14% Add +20.6% 1,244,279 $81.6M
Goldman Sachs Group Inc. 0.01% Add +29.9% 1,219,666 $80.0M
Sarasin & Partners LLP 0.78% Add +4.8% 1,189,073 $78.0M
Northern Trust Corp. 0.01% Reduce -14.3% 1,084,746 $71.1M
KBC Group NV 0.19% Reduce -35.0% 1,080,859 $70.9M
FMR LLC 0.00% Add +1017.4% 1,080,274 $70.8M
Bank of New York Mellon Corp 0.01% Reduce -12.4% 1,048,905 $68.8M
Vest Financial, LLC 0.83% Add +9.3% 896,860 $58.8M
Pictet Asset Management Holding SA 0.06% Reduce -16.4% 877,053 $57.5M
Boston Trust Walden Corp 0.38% Add +4.5% 822,774 $53.9M
Arrowstreet Capital, Limited Partnership 0.04% Add +33.2% 811,705 $53.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -28.8% 775,066 $50.8M
Qube Research & Technologies Ltd 0.06% Add +655.5% 710,716 $46.6M
Lord, Abbett & Co. LLC 0.15% New 696,740 $45.7M
Worldquant Millennium Advisors LLC 0.22% Add +171.6% 667,655 $43.8M
Renaissance Technologies 0.05% Add +69.6% 615,100 $40.3M
Welch & Forbes LLC 0.49% Add +0.6% 596,244 $39.1M
Schwartz Investment Counsel Inc. 1.28% Add +4.5% 590,333 $38.7M
Manufacturers Life Insurance Company, The 0.03% Add +521.1% 581,070 $38.1M
FIL Ltd 0.03% Add +17.9% 553,146 $36.3M
Wells Fargo & Company 0.01% Add +8.1% 546,653 $35.8M
JPMorgan Chase & Co. 0.00% Add +12.0% 526,676 $34.5M
Legal & General Group Plc 0.01% Reduce -19.5% 514,954 $33.8M
AQR Capital Management 0.03% Add +60.0% 473,797 $31.0M
Captrust Financial Advisors 0.07% Reduce -3.3% 459,627 $30.1M
Barclays PLC 0.01% Add +36.2% 425,421 $27.9M
Jump Financial, LLC 0.34% Add +1403.4% 409,357 $26.8M
Citadel Advisors 0.02% Reduce -23.2% 401,691 $26.3M
Envestnet Asset Management Inc. 0.01% Reduce -0.7% 399,266 $26.2M
Nicholas Company, Inc. 0.43% Add +0.0% 390,938 $25.6M
Deutsche Bank AG 0.01% Reduce -41.6% 389,226 $25.5M
Berkshire Asset Management LLC 1.11% Reduce -3.1% 373,794 $24.5M
Cubist Systematic Strategies, LLC 0.25% Add +164.9% 358,812 $23.5M
Confluence Investment Management LLC 0.31% Add +0.3% 331,666 $21.7M
Voloridge Investment Management, LLC 0.08% Reduce -34.3% 324,466 $21.3M
Royal Bank of Canada 0.00% Add +0.7% 309,044 $20.3M
Nuveen, LLC 0.01% Add +3.2% 299,445 $19.6M
Treasurer of the State of North Carolina 0.06% Add +448.8% 297,615 $19.5M
Robeco Schweiz AG 0.44% Reduce -7.3% 293,637 $19.3M
D. E. Shaw & Co. 0.02% Add +158.7% 288,943 $18.9M
Quantinno Capital Management LP 0.08% Add +27.4% 268,487 $17.6M
BNP Paribas Financial Markets 0.01% Add +0.8% 268,474 $17.6M
Jane Street Group, LLC 0.03% Add +49.8% 255,695 $16.8M
Gotham Asset Management 0.10% Add +187.7% 253,816 $16.6M
Rhumbline Advisers 0.01% Reduce -3.1% 252,253 $16.5M
Stifel Financial Corp. 0.02% Add +3.6% 250,998 $16.5M
T. Rowe Price Associates Inc. 0.00% Reduce -1.1% 235,739 $15.5M
MassMutual Private Wealth & Trust, FSB 0.41% Add +3.0% 234,202 $15.4M
Alps Advisors Inc. 0.09% Reduce -0.7% 227,917 $14.9M
Swiss National Bank 0.01% Reduce -33.5% 224,400 $14.7M
GUARDCAP ASSET MANAGEMENT Ltd 0.29% Add +0.5% 222,016 $14.6M
Natixis Advisors, LLC 0.02% Reduce -14.1% 221,582 $14.5M
Twinbeech Capital LP 0.32% New 213,627 $14.0M
California Public Employees Retirement System 0.01% Add +11.4% 211,176 $13.8M
Mather Group, Llc. 0.14% Add +1.6% 206,507 $13.5M
Tudor Investment Corporation 0.10% New 201,360 $13.2M
Cresset Asset Management, LLC 0.07% Reduce -3.0% 201,200 $13.2M
Pinebridge Investments, L.P. 0.10% Reduce -36.0% 200,957 $13.2M
Northwest & Ethical Investments L.P. 0.32% Reduce -1.9% 199,428 $13.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -29.9% 198,155 $13.0M
HRT Financial LP 0.06% New 197,996 $13.0M
Distillate Capital Partners LLC 0.68% Reduce -5.5% 194,388 $12.7M
Janney Montgomery Scott LLC 0.03% Reduce -9.3% 186,648 $12.2M
Van Eck Associates Corp. 0.01% Add +627.1% 186,423 $12.2M
Man Group plc 0.03% Reduce -31.5% 181,987 $11.9M
HSBC Holdings PLC 0.01% Reduce -41.2% 176,399 $11.6M
Natixis 0.06% Add +1374.4% 174,610 $11.4M
Baird Financial Group, Inc. 0.02% Add +1.4% 173,470 $11.4M
Heartland Advisors Inc. 0.62% Add +2.7% 170,639 $11.2M
Engineers Gate Manager LP 0.14% New 165,581 $10.9M
Balyasny Asset Management L.P. 0.02% Add +59.9% 161,794 $10.6M
Alliancebernstein L.P. 0.00% Add +20.5% 161,643 $10.6M
Schroder Investment Management Group 0.01% Add +10.1% 154,946 $10.2M
Trexquant Investment LP 0.11% Add +60.0% 154,221 $10.1M
Principal Financial Group Inc. 0.01% Reduce -14.0% 153,617 $10.1M
Thematics Asset Management 0.43% No change 147,000 $9.6M
Y-Intercept (Hong Kong) Ltd 0.23% New 143,523 $9.4M
Perpetual Ltd 0.11% Add +34.8% 141,606 $9.3M
Alyeska Investment Group, L.P. 0.03% Reduce -65.7% 137,557 $9.0M
Patten & Patten Inc. 0.58% Reduce -26.5% 136,434 $8.9M
Edgestream Partners, L.P. 0.24% Reduce -26.3% 131,851 $8.6M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.8% 128,054 $8.4M
CIBC Asset Management Inc 0.03% Reduce -5.5% 127,511 $8.3M
C WorldWide Group Holding A/S 0.11% Reduce -1.0% 126,452 $8.3M
State Board of Administration of Florida Retirement System 0.01% Reduce -7.5% 126,295 $8.3M
Capital Fund Management S.A. 0.09% Add +82.3% 122,373 $8.0M
Squarepoint Ops LLC 0.02% Add +3680.7% 119,886 $7.9M
State of Wisconsin Investment Board 0.02% Add +63.7% 117,564 $7.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -1.5% 116,713 $7.7M
Atwater Malick LLC 2.41% Add +0.5% 116,253 $7.6M
California State Teachers Retirement System 0.01% Reduce -37.9% 114,127 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -0.7% 112,645 $7.4M
Brevan Howard Capital Management LP 0.08% Add +214.4% 112,551 $7.4M
Seizert Capital Partners, LLC 0.32% Reduce -4.1% 110,900 $7.3M
Raymond James Financial Inc. 0.00% Add +6.4% 110,892 $7.3M
Brandywine Global Investment Management, LLC 0.05% Reduce -0.5% 110,088 $7.2M
Guggenheim Capital LLC 0.06% Reduce -0.4% 109,684 $7.2M
Reinhart Partners, Llc. 0.24% New 109,260 $7.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 105,870 $6.9M
LPL Financial LLC 0.00% Reduce -0.1% 105,864 $6.9M
Bank of Montreal 0.00% Reduce -13.3% 103,246 $6.8M
Truist Financial Corp. 0.01% Reduce -2.5% 100,658 $6.6M
Caisse de depot et placement du Quebec 0.01% Add +478.1% 100,532 $6.6M
BLI - Banque de Luxembourg Investments 0.19% Reduce -18.2% 100,300 $6.6M
Victory Capital Management Inc. 0.00% Reduce -27.5% 100,207 $6.6M
Dark Forest Capital Management LP 0.26% New 98,529 $6.5M
Citigroup Inc. 0.00% Reduce -40.6% 94,382 $6.2M
Point72 Asset Management 0.02% Reduce -77.0% 92,388 $6.1M
New York State Common Retirement Fund 0.01% Reduce -0.7% 89,991 $5.9M
ExodusPoint Capital Management, LP 0.07% New 89,020 $5.8M
New York State Teachers Retirement System 0.01% Reduce -0.1% 87,069 $5.7M
Boston Partners 0.01% Reduce -13.4% 86,122 $5.6M
Level Four Advisory Services, LLC 0.20% Reduce -0.1% 84,725 $5.6M
Commonwealth Equity Services, LLC 0.01% Reduce -4.5% 84,560 $5.5M
National Bank of Canada 0.01% Reduce -11.0% 80,629 $5.3M
Hunter Perkins Capital Management, LLC 1.26% Reduce -25.3% 80,551 $5.3M
Marshall Wace, LLP 0.01% New 79,493 $5.2M
Benjamin Edwards Inc. 0.07% Reduce -3.8% 79,068 $5.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -75.0% 76,773 $5.0M
Quantbot Technologies LP 0.13% Add +18.3% 76,477 $5.0M
Rockefeller Capital Management L.P. 0.01% Reduce -0.3% 74,263 $4.9M
Two Sigma Advisers, LP 0.01% Add +245.8% 74,000 $4.9M
Prudential Financial Inc. 0.01% Add +13.3% 72,417 $4.7M
St Germain D J Co. Inc. 0.20% Add +22.8% 71,734 $4.7M
SG Americas Securities, LLC 0.02% Add +636.5% 71,708 $4.7M
GAMCO Investors 0.05% No change 70,500 $4.6M
Commerce Bank 0.03% Reduce -8.9% 69,948 $4.6M
Hudson Bay Capital Management LP 0.03% Add +89.0% 69,483 $4.6M
Janus Henderson Group PLC 0.00% Add +402.6% 67,947 $4.5M
Verition Fund Management LLC 0.03% Reduce -10.3% 67,818 $4.4M
Nebula Research & Development LLC 0.38% Add +1324.6% 67,510 $4.4M
Brown Brothers Harriman & Co. 0.03% Reduce -29.0% 66,014 $4.3M
Susquehanna International Group, LLP 0.01% Add +56.1% 64,988 $4.3M
Russell Investments Group, Ltd. 0.01% Reduce -49.1% 64,092 $4.2M
Foyston, Gordon & Payne Inc 0.92% Add +1.8% 61,806 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.9% 61,398 $4.0M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +30.3% 61,266 $4.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +4.1% 59,074 $3.9M
Abn Amro Investment Solutions 0.08% Reduce -2.8% 57,420 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -4.8% 56,732 $3.7M
Campbell & CO Investment Adviser LLC 0.22% Add +428.6% 53,469 $3.5M
Creative Planning 0.00% Reduce -3.5% 53,407 $3.5M
LBMC Investment Advisors, LLC 0.25% No change 52,918 $3.5M
Nordea Investment Management AB 0.00% Add +32.7% 52,327 $3.4M
Lafayette Investments, Inc. 0.69% Add +0.8% 51,923 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -0.1% 51,886 $3.4M
Thompson Investment Management, Inc. 0.48% Reduce -1.3% 51,837 $3.4M
Woodline Partners LP 0.02% Reduce -61.6% 50,040 $3.3M
Trust Point Inc. 0.30% No change 49,034 $3.2M
Nisa Investment Advisors, LLC 0.01% Reduce -10.9% 48,115 $3.2M
Two Sigma Investments, LP 0.01% Add +713.6% 47,636 $3.1M
Freestone Grove Partners LP 0.02% New 47,277 $3.1M
WealthPlan Investment Management, LLC 0.21% Add +21.5% 44,918 $2.9M
CANADA LIFE ASSURANCE Co 0.00% Reduce -26.6% 44,505 $2.9M
Police & Firemen's Retirement System of New Jersey 0.03% Add +2.4% 44,132 $2.9M
Occudo Quantitative Strategies LP 0.32% Add +897.8% 43,855 $2.9M
Public Employees Retirement System of Ohio 0.01% Reduce -9.5% 43,807 $2.9M
Johnson Investment Counsel Inc. 0.03% Add +0.8% 43,644 $2.9M
Jain Global LLC 0.05% New 43,495 $2.9M
Magnetar Financial LLC 0.01% New 43,271 $2.8M
Marietta Investment Partners LLC 0.61% No change 42,507 $2.8M
Legacy Financial Strategies, LLC 0.53% Add +3.8% 41,397 $2.7M
Fisher Asset Management 0.00% Reduce -97.8% 40,144 $2.6M
Stanley-Laman Group, Ltd. 0.38% Reduce -8.3% 39,439 $2.6M
Rathbones Group PLC 0.01% No change 38,924 $2.6M
Empowered Funds, LLC 0.03% Reduce -16.0% 38,761 $2.5M
AlphaQuest LLC 0.25% Add +1118.7% 38,583 $2.5M
Illinois Municipal Retirement Fund 0.03% Add +21.2% 37,994 $2.5M
Kornitzer Capital Management Inc. 0.05% Add +1.7% 37,500 $2.5M
Sanctuary Advisors, LLC 0.02% Add +5.9% 37,462 $2.5M
Harvey Investment Co. LLC 0.27% Add +66.5% 37,095 $2.4M
King Luther Capital Management Corp. 0.01% Reduce -11.9% 36,400 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.1% 36,064 $2.4M
Corient Private Wealth LP 0.00% Add +4.0% 35,049 $2.3M
Voya Investment Management LLC 0.00% Reduce -15.4% 34,396 $2.3M
Arizona State Retirement System 0.01% Reduce -1.0% 34,331 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.1% 34,277 $2.2M
GMO 0.01% Add +375.3% 34,218 $2.2M
&partners 0.02% Add +34.8% 33,539 $2.2M
Osaic Holdings, Inc. 0.00% Add +21.0% 33,395 $2.2M
Point72 Asia (Singapore) Pte. Ltd. 0.39% New 33,140 $2.2M
Bank of Nova Scotia 0.00% Add +165.3% 32,874 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.1% 32,037 $2.1M
State of Michigan Retirement System 0.01% Reduce -6.5% 31,633 $2.1M
Caxton Associates LLP 0.05% Reduce -33.5% 31,546 $2.1M
Willis Investment Counsel 0.12% Add +70.4% 31,292 $2.1M
Kestra Private Wealth Services, LLC 0.03% Add +21.6% 31,151 $2.0M
Qsemble Capital Management, LP 0.19% New 30,904 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +5.1% 30,586 $2.0M
Ensign Peak Advisors, Inc 0.00% Reduce -80.4% 30,371 $2.0M
Advisory Services Network, LLC 0.03% Add +4.0% 27,895 $2.0M
Resona Asset Management Co.,Ltd. 0.01% Reduce -53.5% 29,864 $2.0M
Azzad Asset Management Inc. 0.21% Add +0.5% 29,731 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -3.5% 29,603 $1.9M
Nomura Holdings Inc. 0.02% Add +29.6% 29,341 $1.9M
Weaver C. Barksdale & Associates, Inc. 1.84% Reduce -0.8% 29,190 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -39.3% 29,007 $1.9M
Eukles Asset Management 0.78% Reduce -1.9% 29,004 $1.9M
Teacher Retirement System of Texas 0.01% Add +64.4% 28,832 $1.9M
Oppenheimer & Co. Inc. 0.03% Add +19.0% 28,799 $1.9M
Fox Run Management, L.L.C. 0.31% Add +43.4% 28,578 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +5.6% 28,508 $1.9M
Czech National Bank 0.01% Add +4.8% 28,412 $1.9M
Danske Bank A/S 0.00% Reduce -18.9% 28,138 $1.8M
GHP Investment Advisors, Inc. 0.08% Add +2.0% 28,117 $1.8M
Lecap Asset Management Ltd. 0.64% New 27,755 $1.8M
OP Asset Management Ltd 0.03% Add +113.7% 27,598 $1.8M
Aquatic Capital Management LLC 0.04% New 26,934 $1.8M
USS Investment Management Ltd 0.01% No change 26,666 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -54.3% 26,611 $1.7M
Stone Run Capital, LLC 0.70% Reduce -6.9% 26,600 $1.7M
Fifth Third Bancorp 0.01% Reduce -2.5% 26,571 $1.7M
Cetera Investment Advisers 0.00% Add +4.7% 26,483 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -11.0% 26,189 $1.7M
Formuepleje A/S 0.10% No change 26,226 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -94.0% 26,075 $1.7M
Mariner, LLC 0.00% Add +8.7% 25,836 $1.7M
UniSuper Management Pty Ltd 0.01% Reduce -4.3% 25,687 $1.7M
Comerica Bank 0.01% Reduce -18.2% 25,661 $1.7M
Precedent Wealth Partners, LLC 0.41% Add +6.3% 25,592 $1.7M
Toronto Dominion Bank 0.00% Reduce -38.8% 25,527 $1.7M
IFG Advisory, LLC 0.08% Add +3.4% 25,380 $1.7M
Freedom Day Solutions, LLC 0.49% Reduce -0.1% 25,216 $1.7M
Retirement Systems of Alabama 0.01% Reduce -1.7% 24,943 $1.6M
KLP Kapitalforvaltning As 0.01% Reduce -34.7% 24,700 $1.6M
Public Sector Pension Investment Board 0.01% Add +50.9% 23,889 $1.6M
FourThought Financial Partners, LLC 0.15% New 23,821 $1.6M
Centiva Capital, LP 0.10% New 23,757 $1.6M
Handelsbanken Fonder AB 0.01% No change 23,500 $1.5M
Illumine Investment Management, LLC 1.20% New 23,033 $1.5M
Amalgamated Bank 0.01% Reduce -1.6% 22,756 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -13.2% 22,358 $1.5M
Exchange Traded Concepts, LLC 0.02% Reduce -3.3% 22,088 $1.4M
Empire Financial Management Company, LLC 0.41% Add +0.7% 21,660 $1.4M
Allianz SE 0.03% No change 21,416 $1.4M
TD Asset Management Inc 0.00% Reduce -34.1% 21,042 $1.4M
Avantax Advisory Services, Inc. 0.01% Reduce -3.5% 21,031 $1.4M
Atria Investments, Inc 0.02% Reduce -23.1% 21,023 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.5% 20,957 $1.4M
Gabelli Funds LLC 0.01% No change 20,800 $1.4M
Trust Co. of Toledo NA 0.15% No change 20,100 $1.3M
Point72 Hong Kong Ltd 0.09% Add +11.3% 19,954 $1.3M
Aigen Investment Management, LP 0.18% Add +464.7% 19,709 $1.3M
Utah Retirement Systems 0.01% Reduce -1.2% 19,564 $1.3M
Tidal Investments LLC 0.01% Reduce -9.0% 19,177 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +0.3% 18,844 $1.2M
AXA S.A. 0.00% Reduce -2.1% 18,432 $1.2M
Mercer Global Advisors Inc. 0.00% Add +12.3% 18,267 $1.2M
Quantessence Capital LLC 0.34% New 17,708 $1.2M
Siemens Fonds Invest GmbH 0.07% Reduce -7.3% 17,567 $1.2M
Inspire Investing, LLC 0.12% Reduce -3.3% 17,473 $1.1M
Crawford Investment Counsel Inc. 0.02% Reduce -16.3% 17,470 $1.1M
MML Investors Services, LLC 0.00% Add +11.3% 17,156 $1.1M
Stansberry Asset Management, LLC 0.13% New 16,674 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -48.6% 16,668 $1.1M
Pensionfund Sabic 0.31% No change 16,600 $1.1M
Sierra Legacy Group 0.83% Add +53.3% 16,400 $1.1M
OMERS ADMINISTRATION Corp 0.01% Reduce -45.8% 16,110 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -5.0% 16,051 $1.1M
Oppenheimer Asset Management Inc. 0.01% New 15,936 $1.0M
111 Capital 0.18% Add +214.7% 15,736 $1.0M
US Bancorp \de 0.00% Reduce -4.1% 15,662 $1.0M
Vontobel Holding Ltd. 0.00% No change 15,627 $1.0M
New York Life Investment Management LLC 0.01% Reduce -45.5% 15,601 $1.0M
XTX Topco Ltd 0.04% Reduce -61.7% 15,436 $1.0M
ING Groep NV 0.01% New 15,295 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -4.4% 15,026 $985K
Anchor Capital Advisors LLC 0.03% Reduce -97.1% 14,524 $952K
Applied Capital LLC 0.71% Reduce -0.6% 14,509 $951K
Pathstone Holdings, LLC 0.00% Reduce -4.0% 14,417 $945K
Elo Mutual Pension Insurance Co 0.02% Add +22.4% 13,899 $911K
Entropy Technologies, LP 0.07% Reduce -37.6% 13,447 $882K
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 13,333 $874K
EDENTREE ASSET MANAGEMENT Ltd 0.24% No change 13,151 $862K
State of Alaska, Department of Revenue 0.01% Reduce -5.7% 13,041 $855K
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.53% Reduce -16.9% 12,961 $850K
iSAM Funds (UK) Ltd 0.19% Reduce -40.2% 12,886 $845K
PEAK6 LLC 0.03% Add +301.8% 12,861 $843K
Cwm, LLC 0.00% Add +52.7% 12,789 $839K
SlateStone Wealth, LLC 0.08% No change 12,615 $827K
Bridgefront Capital, LLC 0.22% New 12,598 $826K
Mackenzie Financial Corp. 0.00% Reduce -1.0% 12,378 $812K
CIBC Private Wealth Group LLC 0.00% Reduce -19.7% 12,255 $804K
Blackhawk Capital Partners, LLC 0.37% Reduce -1.1% 12,163 $798K
Cadence Bank 0.05% Reduce -1.6% 12,094 $793K
Storebrand Asset Management As 0.00% Reduce -27.2% 12,023 $788K
LMR Partners LLP 0.02% New 11,996 $787K
WealthPLAN Partners, LLC 0.13% Reduce -39.9% 11,922 $782K
HighTower Advisors, LLC 0.00% Reduce -10.1% 11,892 $780K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.8% 11,670 $765K
Cerity Partners LLC 0.00% Reduce -17.5% 11,524 $756K
Public Employees Retirement Association of Colorado 0.00% No change 11,346 $744K
QRG Capital Management, Inc. 0.01% Add +8.0% 11,328 $743K
O'shaughnessy Asset Management, LLC 0.01% Reduce -10.3% 11,199 $734K
Voleon Capital Management LP 0.04% New 11,182 $733K
SRN Advisors, LLC 0.65% Add +5.9% 10,807 $709K
Lido Advisors, LLC 0.00% Reduce -41.8% 10,690 $701K
Wedbush Securities Inc. 0.02% Add +20.5% 10,670 $700K
Franklin Resources Inc. 0.00% Reduce -20.9% 10,632 $697K
Graham Capital Management, L.P. 0.02% New 10,596 $695K
Rafferty Asset Management, LLC 0.00% Add +19.1% 10,502 $689K
Grey Ledge Advisors, LLC 0.17% New 10,455 $686K
Fairtree Asset Management (Pty) Ltd 0.52% Add +56.9% 10,452 $685K
Robeco Institutional Asset Management B.V. 0.00% Reduce -82.1% 10,352 $679K
Swiss Life Asset Management Ltd 0.00% Reduce -28.5% 10,300 $675K
Versor Investments LP 0.12% New 10,253 $672K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.0% 10,055 $659K
Xponance LLC 0.01% Reduce -38.1% 9,985 $655K
Stevens Capital Management LP 0.18% New 9,872 $647K
Cibc World Markets Corp. 0.00% Reduce -31.7% 9,784 $642K
HighPoint Advisor Group LLC 0.03% Reduce -0.6% 9,730 $638K
Catalyst Funds Management Pty Ltd 0.17% Add +118.8% 9,625 $631K
Wealth Enhancement Advisory Services, LLC 0.00% Add +30.4% 9,246 $628K
FORA Capital, LLC 0.07% Reduce -13.0% 9,566 $627K
iA Global Asset Management Inc. 0.01% Reduce -60.5% 9,558 $627K
Cambridge Investment Research Advisors, Inc. 0.00% Add +18.3% 9,563 $627K
Pacer Advisors, Inc. 0.00% Add +32.0% 9,505 $623K
Lionshead Wealth Management, LLC 0.57% Reduce -1.7% 9,488 $622K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -21.8% 9,380 $615K
CFS Investment Advisory Services, LLC 0.05% Reduce -24.9% 9,337 $612K
Picton Mahoney Asset Management 0.01% New 9,328 $612K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -97.6% 9,320 $612K
Global X Japan Co., Ltd. 0.06% Add +8.0% 9,262 $607K
Scientech Research LLC 0.15% Reduce -39.3% 9,203 $603K
John G Ullman & Associates Inc. 0.09% Add +1.1% 9,200 $603K
Arlington Trust Co LLC 0.12% Add +4.6% 9,123 $598K
D.A. Davidson & Co. 0.00% Reduce -8.8% 8,999 $590K
United Asset Strategies, Inc. 0.05% Reduce -6.9% 8,905 $584K
Acadian Asset Management LLC 0.00% Add +35.0% 8,850 $580K
Blue Trust, Inc. 0.01% Add +7.0% 8,804 $577K
Atom Investors LP 0.05% New 8,715 $571K
Revisor Wealth Management LLC 0.21% Add +11.6% 8,106 $570K
Linden Thomas Advisory Services, LLC 0.06% Reduce -1.0% 8,512 $558K
Independent Advisor Alliance 0.02% Reduce -0.8% 8,443 $554K
Assenagon Asset Management S.A. 0.00% Reduce -91.7% 8,397 $551K
Railway Pension Investments Ltd 0.01% No change 8,200 $538K
Mizuho Securities USA LLC 0.01% — 8,040 $527K
Vident Advisory, LLC 0.01% Reduce -68.9% 7,988 $524K
Daiwa Securities Group Inc. 0.00% Reduce -52.8% 7,963 $522K
HBK Sorce Advisory LLC 0.01% Reduce -4.7% 7,893 $518K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.9% 7,885 $517K
American National Bank & Trust 0.05% Reduce -10.3% 7,844 $514K
Plato Investment Management Ltd 0.04% No change 7,847 $513K
Sterling Capital Management LLC 0.01% Add +16.8% 7,694 $504K
Gen-Wealth Partners Inc 0.19% Reduce -1.1% 7,563 $496K
Virtu Financial LLC 0.02% Reduce -30.3% 7,287 $478K
Aberdeen Group plc 0.00% Reduce -17.5% 7,263 $476K
NorthCoast Asset Management LLC 0.00% Add +21.6% 7,255 $476K
Dynamic Technology Lab Private Ltd 0.06% New 7,239 $475K
SBI Securities Co., Ltd. 0.01% Reduce -1.9% 7,232 $474K
Simmons Bank 0.03% No change 7,200 $472K
Axq Capital, LP 0.15% New 7,190 $471K
Aviva PLC 0.00% Reduce -21.2% 7,173 $470K
Financial Advocates Investment Management 0.04% Add +2.5% 7,040 $462K
Legacy Wealth Asset Management, LLC 0.12% New 6,991 $458K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +20.4% 6,977 $457K
Hartford Investment Management Co. 0.01% Reduce -4.9% 6,883 $451K
Quadcap Wealth Management, LLC 0.06% Add +0.9% 6,866 $450K
Mattson Financial Services, LLC 0.12% No change 6,840 $448K
Gradient Investments LLC 0.01% No change 6,840 $448K
State of Wyoming 0.05% New 6,822 $447K
Ethic Inc. 0.01% Reduce -6.4% 6,752 $443K
Blueshift Asset Management, LLC 0.13% New 6,688 $439K
Cornerstone Wealth Management, LLC 0.03% Add +4.0% 6,638 $435K
Integrated Wealth Concepts LLC 0.00% New 6,568 $431K
Aptus Capital Advisors, LLC 0.00% Reduce -7.3% 6,489 $425K
Focus Partners Wealth 0.00% Add +22.0% 6,387 $419K
Ridgewood Investments LLC 0.18% Add +19.1% 6,291 $413K
Buckhead Capital Management LLC 0.16% No change 6,243 $409K
Daymark Wealth Partners, LLC 0.02% Reduce -4.6% 6,108 $401K
EntryPoint Capital, LLC 0.20% New 6,106 $400K
Louisiana State Employees Retirement System 0.01% Reduce -4.7% 6,100 $400K
Bantamac Capital, LLC 0.14% No change 6,000 $393K
Securian Asset Management, Inc. 0.01% Reduce -3.3% 5,951 $390K
CI Investments Inc. 0.00% Reduce -4.0% 5,940 $389K
PAX Financial Group, LLC 0.07% Reduce -31.7% 5,926 $389K
Sequoia Financial Advisors, LLC 0.00% New 5,888 $386K
Shell Asset Management Co. 0.01% No change 5,844 $383K
Inscription Capital, LLC 0.06% New 5,825 $382K
SevenBridge Financial Group, LLC 0.07% Reduce -9.8% 5,332 $380K
Alan B Lancz & Associates, Inc. 0.38% No change 5,800 $380K
Advisors Preferred, LLC 0.06% New 5,592 $379K
Greenleaf Trust 0.00% Reduce -3.4% 5,723 $375K
New Mexico Educational Retirement Board 0.01% No change 5,550 $364K
Maryland State Retirement & Pension System 0.01% No change 5,539 $363K
Norinchukin Bank, The 0.01% Add +1.8% 5,508 $361K
Jones Financial Companies LLLP 0.00% Add +3.9% 5,445 $357K
M&T Bank Corp 0.00% Reduce -6.7% 5,421 $355K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.8% 5,209 $353K
IMS Capital Management 0.16% Reduce -20.5% 5,325 $349K
Beverly Hills Private Wealth, LLC 0.07% Reduce -9.2% 5,312 $348K
Foster Group, Inc. 0.01% New 5,236 $343K
denkapparat Operations GmbH 0.27% New 5,142 $337K
Hennion & Walsh Asset Management, Inc. 0.01% No change 5,080 $333K
Summit Trail Advisors, LLC 0.01% New 5,052 $331K
Sienna Gestion 0.02% No change 5,375 $322K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.2% 4,892 $321K
Polymer Capital Management (US) LLC 0.05% New 4,883 $320K
Longfellow Investment Management Co. LLC 0.08% No change 4,862 $319K
Skandinaviska Enskilda Banken AB (publ) 0.00% Reduce -84.8% 4,823 $316K
NewEdge Advisors, LLC 0.00% Add +203.6% 4,812 $316K
Chicago Capital, LLC 0.01% New 4,793 $314K
RMR Wealth Builders 0.03% Reduce -4.6% 4,671 $306K
Clearview Wealth Advisors LLC 0.21% Add +0.1% 4,649 $305K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +229.6% 4,637 $304K
Faithward Advisors, LLC 0.05% No change 4,627 $303K
Empirical Finance, LLC 0.02% Add +0.6% 4,617 $303K
Syon Capital LLC 0.02% New 4,472 $293K
Certuity, LLC 0.03% Reduce -17.0% 4,434 $291K
ASR Vermogensbeheer N.V. 0.00% Reduce -56.3% 4,364 $286K
Penserra Capital Management LLC 0.00% Add +3.3% 4,377 $286K
J.W. Cole Advisors, Inc. 0.01% New 4,289 $281K
Asset Management One Co., Ltd. 0.00% Reduce -91.1% 4,266 $280K
Walleye Trading LLC 0.01% New 4,197 $275K
Chicago Partners Investment Group LLC 0.01% Add +6.9% 3,846 $275K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.9% 4,155 $272K
Savvy Advisors, Inc. 0.02% Add +0.9% 4,089 $268K
Numerai GP LLC 0.04% Reduce -48.1% 4,044 $265K
First Horizon Advisors, Inc. 0.01% Add +10.8% 4,031 $264K
EP Wealth Advisors, LLC 0.00% Add +17.8% 4,030 $264K
Three Magnolias Financial Advisors, LLC 0.18% No change 4,000 $262K
GC Wealth Management RIA, LLC 0.02% Add +27.1% 3,993 $262K
Legacy Capital Wealth Partners, LLC 0.06% Add +4.5% 3,972 $260K
Nicolet Bankshares Inc. 0.04% No change 3,900 $256K
Bessemer Group Inc. 0.00% Reduce -51.2% 3,885 $255K
Fiduciary Trust Co 0.00% Reduce -13.2% 3,879 $254K
Cullen Capital Management, LLC 0.00% No change 3,873 $254K
Ameritas Advisory Services, LLC 0.01% Reduce -23.8% 3,868 $254K
Raiffeisen Bank International AG 0.00% Reduce -8.0% 3,886 $253K
Founders Financial Alliance, LLC 0.06% Add +12.5% 3,837 $252K
Meeder Advisory Services, Inc. 0.01% Add +19.2% 3,799 $249K
Mizuho Markets Americas LLC 0.01% Reduce -78.6% 3,799 $249K
V-Square Quantitative Management LLC 0.03% Reduce -4.6% 3,798 $249K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -1.3% 3,708 $243K
MBB Public Markets I LLC 0.03% Reduce -18.9% 3,694 $242K
Choreo, LLC 0.00% Reduce -11.5% 3,675 $241K
Wedmont Private Capital 0.01% Add +7.1% 3,456 $240K
Glenmede Investment Management, LP 0.00% — 3,661 $240K
Hardy Reed LLC 0.02% Reduce -1.1% 3,620 $237K
Macquarie Group Ltd. 0.00% Reduce -82.6% 3,617 $237K
Advisory Alpha, LLC 0.01% Reduce -1.1% 3,600 $236K
Beacon Pointe Advisors, LLC 0.00% No change 3,465 $227K
Patton Fund Management, Inc. 0.05% New 3,388 $222K
Astoria Portfolio Advisors LLC. 0.06% New 2,985 $221K
Capula Management Ltd 0.00% New 3,348 $220K
DAVENPORT & Co LLC 0.00% Add +4.0% 3,342 $219K
Point72 (DIFC) Ltd 0.02% New 3,323 $218K
IFP Advisors, Inc 0.01% Reduce -58.6% 2,285 $215K
Joel Isaacson & Co., LLC 0.01% No change 3,250 $213K
First Manhattan Co. Llc. 0.00% No change 3,246 $213K
Optimize Financial Inc. 0.13% Reduce -0.7% 3,226 $212K
GAMMA Investing LLC 0.01% Add +10.9% 3,221 $211K
GeoWealth Management, LLC 0.01% Reduce -3.6% 3,189 $209K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -77.2% 3,185 $209K
Trajan Wealth LLC 0.01% Reduce -13.4% 3,178 $208K
Brown Advisory Inc. 0.00% Reduce -17.9% 3,176 $208K
GEM Asset Management, LLC 0.11% No change 3,053 $208K
Hudock, Inc. 0.03% Add +0.5% 3,164 $207K
Annex Advisory Services, LLC 0.01% Reduce -70.4% 3,141 $206K
Phoenix Financial Ltd. 0.00% Reduce -2.1% 3,139 $206K
Wealthspire Advisors, LLC 0.00% New 3,110 $204K
Walleye Capital LLC 0.00% New 3,067 $201K
Cardiff Park Advisors, LLC 0.02% New 3,064 $201K
Prospera Financial Services Inc 0.00% New 3,056 $200K
Versant Capital Management, Inc 0.03% Reduce -3.3% 3,045 $200K
Covestor Ltd 0.12% Reduce -11.0% 3,035 $199K
STRS Ohio 0.00% New 2,763 $181K
South Dakota Investment Council 0.00% Add +92.9% 2,700 $177K
Mufg Securities Americas Inc. 0.01% Add +23.3% 2,576 $169K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 2,500 $164K
Canada Pension Plan Investment Board 0.00% Add +166.7% 2,400 $157K
Tower Research Capital LLC (TRC) 0.00% Reduce -77.8% 1,886 $124K
Global Retirement Partners, LLC 0.00% — 1,870 $123K
Federation des caisses Desjardins du Quebec 0.00% Reduce -68.8% 1,862 $122K
Horizon Investments, LLC 0.00% Add +9.1% 1,850 $121K
Banque Cantonale Vaudoise 0.00% Reduce -6.8% 1,722 $113K
Smithfield Trust Co 0.00% No change 1,570 $103K
Gitterman Wealth Management, LLC 0.02% New 1,424 $93K
Signaturefd, LLC 0.00% Reduce -36.8% 1,415 $93K
UMB Bank, n.a. 0.00% Add +1.7% 1,282 $84K
Brooklyn Investment Group 0.01% Add +5.7% 1,276 $84K
Canada Post Corp Registered Pension Plan 0.00% New 1,235 $81K
Ascentis Wealth Management, LLC 0.02% Reduce -3.2% 1,194 $80K
Headlands Technologies LLC 0.01% New 1,104 $72K
Addison Advisors LLC 0.02% Add +1.2% 1,094 $72K
Farther Finance Advisors, LLC 0.00% Add +118.5% 1,075 $71K
Private Trust Co. NA 0.01% Reduce -12.2% 1,037 $68K
Parallel Advisors, LLC 0.00% Reduce -35.8% 1,008 $66K
Employees Retirement System of Texas 0.00% New 978 $64K
EverSource Wealth Advisors, LLC 0.00% Add +78.0% 963 $63K
Brown, Lisle/Cummings, Inc. 0.02% No change 920 $60K
Huntington National Bank 0.00% Reduce -9.8% 902 $59K
CX Institutional 0.00% Reduce -49.7% 868 $57K
Ransom Advisory, Ltd 0.02% No change 740 $49K
Assetmark, Inc. 0.00% Add +217.9% 728 $48K
Ameriflex Group, Inc. 0.02% Add +439.4% 712 $46K
Allworth Financial LP 0.00% Add +133.4% 698 $46K
Optimum Investment Advisors 0.02% No change 688 $45K
Quarry LP 0.01% Reduce -75.9% 684 $45K
Principal Securities, Inc. 0.00% Add +73.0% 673 $44K
Truvestments Capital LLC 0.01% Add +0.5% 627 $41K
Vermillion & White Wealth Management Group, LLC 0.03% Add +50.9% 596 $39K
Whittier Trust Co. 0.00% No change 532 $35K
Federated Hermes, Inc. 0.00% Reduce -2.5% 506 $33K
TCTC Holdings, LLC 0.00% No change 491 $32K
Evelyn Partners Investment Management LLP 0.00% No change 490 $32K
Loomis Sayles & Co. L P 0.00% New 463 $30K
Arax Advisory Partners 0.00% Reduce -24.6% 461 $30K
TD Private Client Wealth LLC 0.00% Add +143.7% 446 $29K
True Wealth Design, LLC 0.01% Add +44400.0% 445 $29K
Centerpoint Advisors, LLC 0.01% No change 435 $29K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -94.9% 434 $28K
Sentry Investment Management LLC 0.02% No change 411 $28K
Clearstead Advisors, LLC 0.00% Add +35.0% 424 $28K
Bank of New Hampshire 0.01% Reduce -43.8% 411 $27K
Vega Investment Solutions 0.01% Reduce -52.4% 371 $24K
Resources Management Corp. /CT/ 0.00% No change 350 $23K
Trust Co. of Vermont 0.00% No change 350 $23K
MUFG Securities EMEA plc 0.00% New 348 $23K
CYBER HORNET ETFs LLC 0.02% New 324 $21K
Wolff Wiese Magana LLC 0.01% No change 319 $21K
Parvin Asset Management, LLC 0.02% Add +264.7% 310 $20K
Cromwell Holdings LLC 0.01% Add +4.0% 308 $20K
Capital Advisors, Ltd. LLC 0.00% No change 304 $20K
Financial Network Wealth Advisors LLC 0.02% No change 300 $20K
Steward Partners Investment Advisory, LLC 0.00% Reduce -37.5% 294 $19K
SOA Wealth Advisors, LLC. 0.00% Add +111.6% 292 $19K
NFSG Corp 0.00% No change 290 $19K
Larson Financial Group LLC 0.00% Add +64.8% 290 $19K
Smartleaf Asset Management LLC 0.00% Reduce -18.5% 287 $19K
Leonteq Securities AG 0.00% Add +25.1% 284 $19K
Parkside Financial Bank & Trust 0.00% Reduce -3.5% 248 $16K
MAI Capital Management 0.00% Add +46.3% 234 $15K
Tsfg, LLC 0.00% Add +0.4% 226 $15K
Harbour Investments, Inc. 0.00% Reduce -20.1% 214 $14K
Whittier Trust Co. of Nevada Inc. 0.00% No change 210 $14K
JFS Wealth Advisors, LLC 0.00% Add +2.5% 208 $14K
Hemington Wealth Management 0.00% Add +43.7% 194 $12K
Raffa Wealth Management, LLC 0.00% Add +1080.0% 177 $12K
LRI Investments, LLC 0.00% No change 177 $12K
DT Investment Partners, LLC 0.00% No change 164 $11K
Johnson Financial Group, Inc. 0.00% Reduce -93.0% 157 $10K
CoreCap Advisors, LLC 0.00% Reduce -2.6% 151 $10K
Key Financial Inc 0.00% No change 143 $9K
Harbor Investment Advisory, LLC 0.00% No change 142 $9K
Fortitude Family Office, LLC 0.00% Add +392.3% 128 $8K
Essential Partners LLC 0.00% — 125 $8K
Westside Investment Management, Inc. 0.00% New 119 $8K
Sierra Ocean, LLC 0.01% No change 113 $7K
Manchester Capital Management LLC 0.00% Reduce -22.5% 107 $7K
Financial Management Professionals, Inc. 0.00% Add +22.9% 102 $7K
ORG Partners LLC 0.00% Reduce -39.1% 92 $6K
Clark Wealth Partners 0.00% New 95 $6K
CVA Family Office, LLC 0.00% Add +20.3% 95 $6K
MV Capital Management, Inc. 0.00% Reduce -14.7% 93 $6K
Lanark Financial, Inc. 0.00% Reduce -34.2% 100 $6K
Bell Investment Advisors, Inc 0.00% Reduce -19.6% 90 $6K
Farmers & Merchants Investments Inc. 0.00% No change 86 $6K
Ancora Advisors LLC 0.00% Reduce -2.4% 82 $5K
Grove Bank & Trust 0.00% Add +21.5% 79 $5K
Summit Securities Group LLC 0.00% Reduce -92.0% 78 $5K
SouthState Bank Corp 0.00% Reduce -33.3% 76 $5K
Rational Advisors, Inc. 0.00% New 72 $5K
Aspect Partners, LLC 0.00% Reduce -58.6% 65 $4K
Altshuler Shaham Ltd 0.00% Add +10.3% 64 $4K
Twin Peaks Wealth Advisors, LLC 0.00% New 55 $4K
Spire Wealth Management 0.00% Add +70.6% 58 $4K
PFS Partners, LLC 0.00% New 57 $4K
Bartlett & Co. Wealth Management LLC 0.00% New 52 $3K
Bogart Wealth, LLC 0.00% No change 49 $3K
Total Investment Management Inc. 0.00% New 40 $3K
Whipplewood Advisors, LLC 0.00% Reduce -98.5% 36 $2K
Kessler Investment Group, LLC 0.00% Reduce -75.3% 36 $2K
Activest Wealth Management 0.00% Add +600.0% 35 $2K
Zions Bancorporation, National Association 0.00% Add +13.8% 33 $2K
GW&K Investment Management, LLC 0.00% Add +76.9% 23 $2K
Private Wealth Management Group, LLC 0.00% Reduce -71.3% 25 $2K
Howard Hughes Medical Institute 0.00% New 25 $2K
Kestra Investment Management, LLC 0.00% Reduce -26.7% 22 $1K
Clearstead Trust, LLC 0.00% Reduce -61.8% 21 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $1K
Physician Wealth Advisors, Inc. 0.00% Add +35.7% 19 $1K
Winthrop Capital Management, LLC 0.00% No change 15 $1K
Hantz Financial Services, Inc. 0.00% New 19 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 15 $984
AdvisorNet Financial, Inc 0.00% New 13 $852
Principia Wealth Advisory, LLC 0.00% Add +200.0% 12 $787
SJS Investment Consulting Inc. 0.00% Reduce -45.5% 12 $787
Rothschild Investment LLC 0.00% Reduce -88.0% 12 $787
Creative Financial Designs Inc. 0.00% New 11 $725
Operose Advisors LLC 0.00% New 10 $656
Anchor Investment Management, LLC 0.00% No change 10 $656
Colonial Trust Co / SC 0.00% Add +42.9% 10 $656
HFM Investment Advisors, LLC 0.00% Add +200.0% 9 $590
NewSquare Capital LLC 0.00% New 9 $590
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 8 $525
TFC Financial Management, Inc. 0.00% No change 7 $462
Bruce G. Allen Investments, LLC 0.00% Reduce -84.8% 7 $459
Horizon Financial Services, LLC 0.00% No change 7 $459
Rise Advisors, LLC 0.00% No change 7 $459
Elevation Point Wealth Partners, LLC 0.00% New 7 $459
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 6 $393
Curio Wealth, LLC 0.00% Add +400.0% 5 $328
Rialto Wealth Management, LLC 0.00% New 5 $328
Valued Wealth Advisors LLC 0.00% No change 4 $266
Dunhill Financial, LLC 0.00% Reduce -89.7% 3 $259
Quaker Wealth Management, LLC 0.00% — 3 $197
CBIZ Investment Advisory Services, LLC 0.00% New 3 $197
LGT Financial Advisors LLC 0.00% Reduce -97.2% 2 $131
Private Wealth Asset Management, LLC 0.00% Reduce -77.8% 2 $131
Transamerica Financial Advisors, LLC 0.00% No change 1 $32
Avion Wealth 0.00% Reduce -81.0% 8 $0

"% of holder's portfolio" is AOS's weight in each manager's 13F, not the share of Smith (a.o.) Corp. the manager owns.