Smith (a.o.)AOS

13F holders, Q4 2025 (December 31)
647holders +16
68new positions
61sold out
9famous investors
$66.92avg. 13F price*

At the end of Q4 2025, 647 institutions reported holding Smith (a.o.) Corp. (AOS) in their 13F filings, up 16 from Q3 2025. 68 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($490.4M) and State Street Corp. ($395.4M). 9 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions68$169.8M
Exits61$88.3M

All 13F filers, Q3 2025 → Q4 2025: 14,812,021 shares bought and 5,872,950 shares sold, net +8,939,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 647 holders

Vanguard Group Inc. 0.01% Add +4.7% 15,096,018 $1.0B
BlackRock, Inc. 0.01% Add +4.2% 7,332,505 $490.4M
State Street Corp. 0.01% Add +8.4% 5,911,495 $395.4M
FMR LLC 0.02% Add +87.8% 5,728,671 $383.1M
Impax Asset Management Group plc 1.95% Reduce -4.1% 4,649,544 $311.0M
Invesco Ltd. 0.03% Add +0.8% 4,559,612 $304.9M
American Century Companies Inc. 0.13% Add +24.6% 3,997,041 $267.3M
Geode Capital Management, LLC 0.01% Add +0.1% 3,497,615 $233.6M
Morgan Stanley 0.01% Add +3.6% 2,909,395 $194.6M
ProShare Advisors LLC 0.28% Add +2.6% 2,344,631 $156.8M
Pictet Asset Management Holding SA 0.14% Reduce -10.9% 2,186,659 $146.3M
Earnest Partners LLC 0.59% Reduce -0.6% 2,071,019 $138.5M
First Trust Advisors LP 0.10% Reduce -21.7% 1,965,048 $131.4M
Dimensional Fund Advisors LP 0.03% Add +1.2% 1,894,823 $126.7M
Bank of America Corp. 0.01% Reduce -3.4% 1,737,218 $116.2M
UBS Group AG 0.02% Add +48.4% 1,649,985 $110.4M
Norges Bank 0.01% — 1,451,866 $97.1M
Bank of New York Mellon Corp 0.02% Add +30.9% 1,383,057 $92.5M
Sei Investments Co. 0.09% Add +1.6% 1,341,688 $89.7M
Sarasin & Partners LLP 0.92% Reduce -5.4% 1,325,226 $88.6M
AQR Capital Management 0.04% Add +93.2% 1,279,356 $85.6M
Goldman Sachs Group Inc. 0.01% Add +64.2% 1,265,041 $84.6M
Madison Asset Management, LLC 0.93% New 1,209,405 $80.9M
1832 Asset Management L.P. 0.10% Add +0.3% 1,205,818 $80.6M
Northern Trust Corp. 0.01% Add +13.7% 1,192,776 $79.8M
Nomura Asset Management Co. Ltd. 0.20% Add +3.8% 1,179,709 $78.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.3% 1,102,999 $73.8M
Boston Trust Walden Corp 0.54% Add +13.8% 1,076,784 $72.0M
Natixis Advisors, LLC 0.10% Add +220.4% 1,022,299 $68.4M
Royal Bank of Canada 0.01% Add +11.2% 887,886 $59.4M
Caisse de depot et placement du Quebec 0.10% Add +34.2% 850,263 $56.9M
Amundi 0.02% Reduce -6.8% 849,160 $56.8M
Vest Financial, LLC 0.69% Reduce -0.8% 811,623 $54.3M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -16.0% 675,732 $45.2M
Wells Fargo & Company 0.01% Add +19.0% 667,396 $44.6M
Renaissance Technologies 0.07% Add +55.1% 632,700 $42.3M
KBC Group NV 0.09% Reduce -8.6% 609,311 $40.8M
Welch & Forbes LLC 0.47% Reduce -1.6% 585,817 $39.2M
JPMorgan Chase & Co. 0.00% Reduce -14.3% 570,470 $38.2M
Formuepleje A/S 2.28% Add +5.3% 569,905 $38.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.9% 567,904 $38.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -13.5% 551,107 $36.9M
Quantinno Capital Management LP 0.07% Add +23.5% 533,433 $35.7M
Voloridge Investment Management, LLC 0.12% Add +228.4% 522,656 $35.0M
Schwartz Investment Counsel Inc. 1.20% Reduce -12.7% 515,333 $34.5M
Envestnet Asset Management Inc. 0.01% Add +11.3% 511,458 $34.2M
CIBC Asset Management Inc 0.08% Add +273.9% 496,686 $33.2M
Legal & General Group Plc 0.01% Reduce -7.1% 488,248 $32.7M
Jacobs Levy Equity Management, Inc. 0.12% New 454,100 $30.4M
Eurizon Capital SGR S.p.A. 0.09% — 451,033 $30.2M
Marshall Wace, LLP 0.03% Add +81.8% 443,943 $29.7M
Millennium Management 0.02% Reduce -33.0% 419,778 $28.1M
Nicholas Company, Inc. 0.46% Reduce -0.0% 390,718 $26.1M
Berkshire Asset Management LLC 1.14% Add +0.1% 389,030 $26.0M
Deutsche Bank AG 0.01% Reduce -36.0% 357,128 $23.9M
Arbejdsmarkedets Tillaegspension 0.60% — 350,127 $23.4M
Wellington Management Group LLP 0.00% New 344,917 $23.1M
Schroder Investment Management Group 0.02% Add +5.3% 307,978 $20.9M
Lord, Abbett & Co. LLC 0.06% Reduce -15.3% 302,088 $20.2M
Confluence Investment Management LLC 0.30% Reduce -10.5% 294,451 $19.7M
Nuveen, LLC 0.00% Reduce -1.1% 276,881 $18.5M
Robeco Schweiz AG 0.40% Reduce -8.2% 269,470 $18.0M
Treasurer of the State of North Carolina 0.06% Reduce -9.1% 267,716 $17.9M
Northwest & Ethical Investments L.P. 0.40% Reduce -7.8% 267,047 $17.9M
SG Americas Securities, LLC 0.02% Add +3725.2% 259,466 $17.4M
Alps Advisors Inc. 0.10% Reduce -5.8% 257,233 $17.2M
Stifel Financial Corp. 0.01% Add +32.7% 249,890 $16.7M
Barclays PLC 0.01% Add +4.5% 248,323 $16.6M
Rhumbline Advisers 0.01% Reduce -2.2% 242,780 $16.2M
BNP Paribas Financial Markets 0.01% Add +5.1% 242,291 $16.2M
Ameriprise Financial Inc. 0.00% Add +19.3% 226,562 $15.2M
MassMutual Private Wealth & Trust, FSB 0.39% Reduce -4.3% 226,241 $15.1M
Swiss National Bank 0.01% No change 225,400 $15.1M
California Public Employees Retirement System 0.01% Reduce 0.0% 223,123 $14.9M
T. Rowe Price Associates Inc. 0.00% Reduce -7.8% 210,688 $14.1M
Mather Group, Llc. 0.15% Add +4.1% 210,649 $14.1M
Cresset Asset Management, LLC 0.06% Add +0.6% 206,415 $13.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +1.1% 199,449 $13.6M
Bridgewater Associates 0.05% Add +160.7% 198,793 $13.3M
Regents Gate Capital LLP 4.23% Add +192.4% 197,564 $13.2M
Distillate Capital Partners LLC 0.65% Reduce -1.1% 188,796 $12.6M
Brandywine Global Investment Management, LLC 0.08% Add +6.0% 184,566 $12.3M
Janney Montgomery Scott LLC 0.03% Add +3.9% 183,959 $12.3M
DekaBank Deutsche Girozentrale 0.02% No change 128,054 $11.8M
Van Eck Associates Corp. 0.01% Reduce -2.8% 176,488 $11.8M
HSBC Holdings PLC 0.01% Add +6.3% 174,440 $11.7M
Citigroup Inc. 0.01% Add +78.5% 173,759 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +3.6% 160,022 $10.8M
Baird Financial Group, Inc. 0.02% Reduce -10.6% 153,701 $10.3M
ExodusPoint Capital Management, LP 0.11% Add +207.8% 152,894 $10.2M
Perpetual Ltd 0.14% Reduce -2.8% 149,861 $10.0M
Bank of Montreal 0.00% Add +32.6% 149,716 $10.0M
Russell Investments Group, Ltd. 0.01% Add +125.3% 141,887 $9.5M
Heartland Advisors Inc. 0.51% Reduce -9.0% 141,543 $9.5M
Raymond James Financial Inc. 0.00% Reduce -4.2% 140,491 $9.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +58.1% 132,405 $8.9M
Alliancebernstein L.P. 0.00% Reduce -5.9% 129,672 $8.7M
Principal Financial Group Inc. 0.00% Reduce -8.5% 128,829 $8.6M
Gotham Asset Management 0.03% Reduce -58.1% 122,585 $8.2M
Truist Financial Corp. 0.01% Add +15.4% 122,353 $8.2M
C WorldWide Group Holding A/S 0.14% Reduce -5.0% 119,903 $8.0M
Patten & Patten Inc. 0.47% Reduce -8.2% 119,407 $8.0M
Teacher Retirement System of Texas 0.03% Add +225.3% 113,665 $7.6M
&partners 0.04% Add +230.5% 112,526 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -1.3% 105,337 $7.4M
State Board of Administration of Florida Retirement System 0.01% Reduce -6.5% 107,788 $7.2M
Seizert Capital Partners, LLC 0.30% Add +16.5% 107,673 $7.2M
California State Teachers Retirement System 0.01% Reduce -2.4% 107,207 $7.2M
New York State Teachers Retirement System 0.01% Add +22.7% 106,677 $7.1M
Prudential Financial Inc. 0.01% Add +16.6% 106,604 $7.1M
Assenagon Asset Management S.A. 0.01% Add +114.0% 106,506 $7.1M
LPL Financial LLC 0.00% Reduce -3.1% 105,971 $7.1M
Guggenheim Capital LLC 0.05% Reduce -2.4% 103,734 $6.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +199.0% 102,671 $6.9M
HRT Financial LP 0.02% Reduce -28.6% 102,435 $6.8M
BLI - Banque de Luxembourg Investments 0.20% No change 100,300 $6.8M
Man Group plc 0.01% Add +6.6% 101,519 $6.8M
Holocene Advisors, LP 0.01% Add +1007.5% 100,809 $6.7M
Victory Capital Management Inc. 0.00% Reduce -0.1% 98,405 $6.6M
Reinhart Partners, Llc. 0.19% Reduce -9.6% 94,938 $6.3M
New York State Common Retirement Fund 0.01% Add +1.3% 94,827 $6.3M
Trexquant Investment LP 0.05% Reduce -10.3% 88,465 $5.9M
Benjamin Edwards Inc. 0.07% Reduce -13.1% 87,848 $5.9M
Level Four Advisory Services, LLC 0.19% Add +2.1% 87,644 $5.9M
Worldquant Millennium Advisors LLC 0.02% Add +33.0% 84,514 $5.7M
Tudor Investment Corporation 0.03% Add +2430.0% 84,274 $5.6M
State of Wisconsin Investment Board 0.01% Reduce -4.3% 81,261 $5.4M
Creative Planning 0.00% Add +21.6% 80,439 $5.4M
Jump Financial, LLC 0.07% Reduce -9.8% 80,280 $5.4M
Quantbot Technologies LP 0.18% Add +68.7% 78,902 $5.3M
Boston Partners 0.01% Reduce -9.8% 77,658 $5.2M
Hunter Perkins Capital Management, LLC 1.19% Reduce -2.6% 77,031 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -6.6% 75,279 $5.0M
St Germain D J Co. Inc. 0.19% Add +1.5% 73,365 $4.9M
National Bank of Canada 0.01% Add +4.0% 72,600 $4.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.4% 71,678 $4.8M
GAMCO Investors 0.05% No change 70,500 $4.7M
Rockefeller Capital Management L.P. 0.01% Reduce -4.1% 69,332 $4.6M
Commerce Bank 0.02% Reduce -7.4% 64,622 $4.3M
Ieq Capital, LLC 0.01% Add +851.5% 64,340 $4.3M
Harvey Investment Co. LLC 0.45% Add +51.0% 63,610 $4.3M
Hillsdale Investment Management Inc. 0.12% Add +35.1% 62,970 $4.2M
GUARDCAP ASSET MANAGEMENT Ltd 0.11% Reduce -38.5% 60,555 $4.1M
Atwater Malick LLC 1.11% Reduce -28.2% 60,069 $4.0M
Brown Brothers Harriman & Co. 0.02% Add +0.1% 59,698 $4.0M
Foyston, Gordon & Payne Inc 0.86% Reduce -1.4% 59,063 $4.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.4% 57,478 $3.8M
Illinois Municipal Retirement Fund 0.05% Add +40.8% 54,233 $3.6M
Thompson Investment Management, Inc. 0.45% Add +4.8% 53,459 $3.6M
Mariner, LLC 0.00% Add +67.4% 53,267 $3.6M
LBMC Investment Advisors, LLC 0.22% No change 52,918 $3.5M
Cetera Investment Advisers 0.00% Reduce -6.7% 52,383 $3.5M
Two Sigma Investments, LP 0.01% New 52,007 $3.5M
GMO 0.01% Add +59.7% 50,778 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Add +15.0% 50,698 $3.4M
IFG Advisory, LLC 0.15% Add +54.4% 50,474 $3.4M
Janus Henderson Group PLC 0.00% Reduce -6.9% 50,437 $3.4M
Weiss Asset Management LP 0.06% Add +730.6% 49,634 $3.3M
Susquehanna International Group, LLP 0.00% Reduce -0.1% 49,554 $3.3M
Corient Private Wealth LP 0.00% Add +44.2% 48,754 $3.3M
Lafayette Investments, Inc. 0.61% Reduce -6.9% 47,991 $3.2M
Toronto Dominion Bank 0.01% Reduce -2.5% 47,815 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -5.9% 47,647 $3.2M
Natixis 0.01% Add +106.4% 47,635 $3.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% New 47,240 $3.2M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.05% — 47,042 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -23.2% 47,042 $3.1M
Johnson Investment Counsel Inc. 0.03% No change 46,040 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +28.0% 45,670 $3.1M
Willis Investment Counsel 0.16% Add +42.0% 45,511 $3.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +11.9% 45,313 $3.0M
KLP Kapitalforvaltning As 0.01% Add +80.6% 44,600 $3.0M
Marietta Investment Partners LLC 0.56% No change 42,507 $2.8M
Voya Investment Management LLC 0.00% Add +4.9% 40,546 $2.7M
USS Investment Management Ltd 0.01% No change 40,423 $2.7M
Stanley-Laman Group, Ltd. 0.34% Add +3.7% 39,711 $2.7M
Capital Fund Management S.A. 0.02% Reduce -72.6% 38,662 $2.6M
Legacy Financial Strategies, LLC 0.45% Reduce -10.9% 37,960 $2.5M
Verition Fund Management LLC 0.01% Add +3.3% 37,531 $2.5M
Lazard Asset Management LLC 0.00% New 37,301 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -10.9% 36,848 $2.5M
Mercer Global Advisors Inc. 0.00% Add +52.8% 36,755 $2.5M
Credit Agricole S A 0.01% Add +14.2% 36,570 $2.4M
Oppenheimer & Co. Inc. 0.03% Reduce -61.0% 36,465 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.0% 36,279 $2.4M
SummitTX Capital, L.P. 0.07% Add +308.1% 36,078 $2.4M
Oak Thistle LLC 0.34% Add +230.1% 36,077 $2.4M
Comerica Bank 0.01% Add +2.2% 35,290 $2.4M
Kornitzer Capital Management Inc. 0.05% Reduce -0.4% 35,082 $2.3M
Sanctuary Advisors, LLC 0.01% Reduce -1.8% 34,743 $2.3M
Rathbones Group PLC 0.01% Reduce -10.8% 34,724 $2.3M
FourThought Financial Partners, LLC 0.19% Add +29.1% 34,271 $2.3M
Cwm, LLC 0.01% Add +116.3% 34,146 $2.3M
State of New Jersey Common Pension Fund D 0.01% No change 34,039 $2.3M
Cerity Partners LLC 0.00% Add +119.4% 33,793 $2.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +30.1% 33,565 $2.2M
AlphaQuest LLC 0.13% Reduce -31.8% 33,472 $2.2M
Focus Partners Wealth 0.00% Add +415.4% 33,190 $2.2M
King Luther Capital Management Corp. 0.01% Reduce -2.4% 32,900 $2.2M
Machina Capital S.A.S. 0.42% New 32,711 $2.2M
Franklin Resources Inc. 0.00% Add +74.0% 32,556 $2.2M
Arizona State Retirement System 0.01% Reduce -7.3% 31,888 $2.1M
GHP Investment Advisors, Inc. 0.08% Add +4.6% 30,458 $2.0M
Pinebridge Investments LLC 0.01% — 29,901 $2.0M
Czech National Bank 0.01% Add +3.0% 29,895 $2.0M
Brevan Howard Capital Management LP 0.04% Add +24.1% 29,866 $2.0M
Resona Asset Management Co.,Ltd. 0.01% Add +5.5% 29,336 $2.0M
Tidal Investments LLC 0.01% Add +90.5% 29,806 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -1.8% 29,764 $2.0M
State of Michigan Retirement System 0.01% Reduce -4.2% 29,633 $2.0M
Bank of Nova Scotia 0.00% Reduce -8.9% 29,466 $2.0M
Squarepoint Ops LLC 0.00% Reduce -82.0% 29,398 $2.0M
Eukles Asset Management 0.76% Add +0.5% 29,240 $2.0M
Captrust Financial Advisors 0.00% Reduce -80.1% 29,006 $1.9M
Public Sector Pension Investment Board 0.01% Add +17.6% 28,914 $1.9M
Evergreen Capital Management LLC 0.04% New 28,878 $1.9M
Handelsbanken Fonder AB 0.01% Reduce -46.9% 28,500 $1.9M
Azzad Asset Management Inc. 0.19% Reduce -3.1% 28,445 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +84.0% 27,538 $1.9M
Abn Amro Investment Solutions 0.03% Reduce -28.0% 28,240 $1.9M
Robeco Institutional Asset Management B.V. 0.00% Add +88.6% 27,442 $1.8M
Siemens Fonds Invest GmbH 0.10% Add +9.1% 27,011 $1.8M
PEAK6 LLC 0.05% Add +612.5% 27,358 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -4.1% 27,178 $1.8M
Two Sigma Advisers, LP 0.00% New 26,900 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +0.2% 26,782 $1.8M
Grandfield & Dodd, LLC 0.10% New 26,657 $1.8M
Precedent Wealth Partners, LLC 0.37% Add +4.9% 26,510 $1.8M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.0% 26,381 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.9% 26,371 $1.8M
Landscape Capital Management, L.L.C. 0.12% New 26,159 $1.7M
Advisory Services Network, LLC 0.02% Reduce -10.2% 25,785 $1.7M
Atria Investments, Inc 0.02% Add +19.4% 25,571 $1.7M
Citadel Advisors 0.00% Reduce -91.6% 25,262 $1.7M
Horizon Investments, LLC 0.02% Add +11.4% 25,239 $1.7M
Freedom Day Solutions, LLC 0.46% Reduce -0.5% 25,103 $1.7M
Trust Point Inc. 0.13% No change 24,567 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.71% Reduce -11.1% 24,384 $1.6M
NewEdge Advisors, LLC 0.01% Add +391.5% 24,227 $1.6M
Retirement Systems of Alabama 0.01% Reduce -1.1% 24,117 $1.6M
Kestra Private Wealth Services, LLC 0.02% Reduce -11.8% 23,602 $1.6M
Illumine Investment Management, LLC 1.15% Reduce -0.1% 23,513 $1.6M
Crossmark Global Holdings, Inc. 0.02% Add +204.2% 23,509 $1.6M
UniSuper Management Pty Ltd 0.01% Reduce -8.3% 23,487 $1.6M
Fifth Third Bancorp 0.00% Reduce -9.7% 23,145 $1.5M
Empire Financial Management Company, LLC 0.32% Add +1.6% 22,348 $1.5M
Amalgamated Bank 0.01% Reduce -0.3% 21,784 $1.5M
WealthPlan Investment Management, LLC 0.09% Reduce -51.3% 21,576 $1.4M
Allianz SE 0.02% No change 21,416 $1.4M
Nomura Holdings Inc. 0.00% Reduce -55.8% 21,082 $1.4M
Gabelli Funds LLC 0.01% No change 20,800 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -4.6% 20,627 $1.4M
Trust Co. of Toledo NA 0.13% No change 20,100 $1.3M
Fairtree Asset Management (Pty) Ltd 0.62% Add +24.3% 20,089 $1.3M
Exchange Traded Concepts, LLC 0.01% Reduce -10.1% 19,992 $1.3M
Cardinal Capital Management 0.18% New 19,923 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -8.7% 19,901 $1.3M
MOKAN Wealth Management Inc. 0.59% Add +11.7% 19,759 $1.3M
TD Asset Management Inc 0.00% Reduce -2.5% 19,544 $1.3M
Sierra Legacy Group 0.95% Reduce -0.3% 19,302 $1.3M
Caprock Group, LLC 0.03% Add +11.4% 19,152 $1.3M
Oppenheimer Asset Management Inc. 0.02% Add +26.1% 19,121 $1.3M
Utah Retirement Systems 0.01% No change 18,855 $1.3M
Crawford Investment Counsel Inc. 0.02% Add +4.5% 18,577 $1.2M
FIL Ltd 0.00% Reduce -95.7% 18,515 $1.2M
Inspire Investing, LLC 0.11% Add +6.5% 18,409 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -4.9% 18,316 $1.2M
Vident Advisory, LLC 0.01% Reduce -2.5% 17,918 $1.2M
Zurich Insurance Group Ltd 0.01% No change 17,300 $1.2M
Woodline Partners LP 0.00% New 17,254 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Reduce -8.0% 17,148 $1.1M
Aberdeen Group plc 0.00% Add +155.6% 17,137 $1.1M
Nisa Investment Advisors, LLC 0.00% Reduce -2.3% 17,096 $1.1M
Stansberry Asset Management, LLC 0.12% Add +1.0% 17,050 $1.1M
Vontobel Holding Ltd. 0.00% Add +17.4% 16,859 $1.1M
MML Investors Services, LLC 0.00% Add +5.4% 16,786 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -49.9% 16,704 $1.1M
Wealthfront Advisers LLC 0.00% Add +0.3% 16,229 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -2.6% 14,633 $1.1M
OP Asset Management Ltd 0.01% No change 15,942 $1.1M
New York Life Investment Management LLC 0.01% Reduce -43.3% 15,337 $1.0M
Versor Investments LP 0.16% Add +13.5% 15,095 $1.0M
US Bancorp \de 0.00% Reduce -3.1% 14,785 $989K
ING Groep NV 0.01% New 14,652 $980K
Parvin Asset Management, LLC 0.78% Add +287.9% 14,490 $969K
Applied Capital LLC 0.66% No change 14,459 $967K
Meiji Yasuda Asset Management Co Ltd. 0.05% New 14,260 $954K
EDENTREE ASSET MANAGEMENT Ltd 0.29% No change 14,100 $943K
HighTower Advisors, LLC 0.00% Add +6.7% 14,042 $939K
Numerai GP LLC 0.11% Reduce -64.6% 13,911 $930K
CenterBook Partners LP 0.04% Reduce -14.7% 13,745 $919K
Pathstone Holdings, LLC 0.00% Reduce -14.9% 13,732 $918K
Candriam S.C.A. 0.00% New 13,376 $895K
Daiwa Securities Group Inc. 0.00% Reduce -4.1% 13,193 $883K
O'shaughnessy Asset Management, LLC 0.00% Add +3.7% 13,131 $878K
Mackenzie Financial Corp. 0.00% Reduce -20.4% 12,858 $869K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.8% 12,952 $866K
Inscription Capital, LLC 0.09% Add +16.8% 12,857 $860K
SlateStone Wealth, LLC 0.07% No change 12,565 $840K
Cadence Bank 0.05% Add +3.2% 12,538 $839K
Edgestream Partners, L.P. 0.02% Reduce -91.4% 12,422 $831K
Morningstar Investment Management LLC 0.05% No change 12,406 $830K
Global X Japan Co., Ltd. 0.06% Add +34.7% 12,196 $816K
Mutual of America Capital Management LLC 0.01% Reduce -1.7% 12,177 $814K
Cibc World Markets Corp. 0.00% — 11,837 $792K
Wedbush Securities Inc. 0.02% Add +6.3% 11,826 $791K
Elo Mutual Pension Insurance Co 0.01% Reduce -53.1% 11,521 $771K
State of Alaska, Department of Revenue 0.01% Reduce -9.3% 11,338 $758K
State of Wyoming 0.08% Add +19.4% 11,299 $756K
HighPoint Advisor Group LLC 0.02% Add +0.2% 11,282 $755K
Sequoia Financial Advisors, LLC 0.00% Add +77.2% 11,251 $752K
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.7% 11,188 $748K
Public Employees Retirement Association of Colorado 0.00% No change 11,093 $742K
WealthPLAN Partners, LLC 0.11% Reduce -10.8% 10,777 $721K
Federation des caisses Desjardins du Quebec 0.00% Add +11.3% 10,668 $713K
Rakuten Investment Management, Inc. 0.00% Add +1789.9% 10,111 $688K
Voleon Capital Management LP 0.01% Reduce -68.6% 10,272 $687K
Rafferty Asset Management, LLC 0.00% Reduce -1.7% 10,099 $675K
QRG Capital Management, Inc. 0.01% Reduce -0.3% 10,095 $675K
Ameritas Investment Partners, Inc. 0.02% Add +0.0% 10,090 $675K
Northwestern Mutual Wealth Management Co. 0.00% Add +95.0% 9,749 $652K
John G Ullman & Associates Inc. 0.09% No change 9,700 $649K
Pacer Advisors, Inc. 0.00% Add +3.2% 9,672 $647K
Storebrand Asset Management As 0.00% Reduce -3.8% 9,672 $647K
Xponance LLC 0.00% Add +10.3% 9,607 $643K
Gateway Investment Advisers LLC 0.01% Add +56.5% 9,597 $642K
United Asset Strategies, Inc. 0.05% Add +4.4% 9,587 $641K
Blackhawk Capital Partners, LLC 0.24% Reduce -5.1% 9,577 $641K
Anchor Capital Advisors LLC 0.02% Reduce -26.1% 9,544 $638K
Syon Capital LLC 0.03% Add +21.6% 9,529 $637K
Westwood Wealth Management 0.48% New 9,488 $635K
Lionshead Wealth Management, LLC 0.48% No change 9,488 $635K
EP Wealth Advisors, LLC 0.00% — 9,369 $627K
Teachers Retirement System of the State of Kentucky 0.00% No change 9,320 $624K
Grey Ledge Advisors, LLC 0.14% Add +1.4% 8,966 $600K
Independent Advisor Alliance 0.01% Reduce -2.7% 8,951 $599K
HBK Sorce Advisory LLC 0.01% Reduce -2.7% 7,576 $598K
Chicago Capital, LLC 0.01% Add +85.2% 8,888 $594K
Blue Trust, Inc. 0.01% Reduce -6.3% 8,849 $592K
D.A. Davidson & Co. 0.00% Add +4.1% 8,745 $585K
Linden Thomas Advisory Services, LLC 0.06% Reduce -0.3% 8,724 $583K
Dean Investment Associates, LLC 0.08% Reduce -32.4% 8,699 $582K
Davis Investment Partners, LLC 0.20% Add +1.0% 8,497 $581K
Legacy Wealth Asset Management, LLC 0.14% Add +23.0% 8,563 $573K
CFS Investment Advisory Services, LLC 0.04% Reduce -8.6% 8,462 $566K
Massar Capital Management, LP 0.11% New 8,390 $561K
Mizuho Securities USA LLC 0.01% Reduce -0.8% 8,255 $545K
iA Global Asset Management Inc. 0.01% Reduce -1.0% 7,788 $521K
Burns Matteson Capital Management, LLC 0.21% New 7,692 $514K
Impact Partnership Wealth, LLC 0.06% New 7,567 $506K
denkapparat Operations GmbH 0.27% No change 7,498 $501K
Quadcap Wealth Management, LLC 0.06% Reduce -0.3% 7,348 $491K
Aviva PLC 0.00% Reduce -39.3% 7,345 $491K
Jain Global LLC 0.01% Reduce -83.8% 7,323 $490K
Certuity, LLC 0.03% Add +17.1% 7,205 $482K
Graham Capital Management, L.P. 0.02% Reduce -76.5% 7,203 $482K
Chicago Partners Investment Group LLC 0.01% Reduce -23.2% 6,631 $480K
AdvisorShares Investments LLC 0.08% Add +8.4% 7,138 $477K
Revisor Wealth Management LLC 0.13% Reduce -0.1% 6,547 $476K
Cornerstone Wealth Management, LLC 0.02% Add +3.5% 7,089 $474K
Fieldview Capital Management, LLC 0.08% New 7,062 $472K
CIBC Private Wealth Group LLC 0.00% Reduce -38.9% 7,035 $471K
Jones Financial Companies LLLP 0.00% Add +7.5% 7,023 $470K
Carlson Financial, Inc. 0.27% — 6,901 $462K
M&T Bank Corp 0.00% Add +47.2% 6,852 $458K
Mattson Financial Services, LLC 0.11% No change 6,840 $457K
Gradient Investments LLC 0.01% No change 6,840 $457K
MAI Capital Management 0.00% Reduce -2.3% 6,812 $456K
Dark Forest Capital Management LP 0.02% Reduce -92.7% 6,768 $453K
Sterling Capital Management LLC 0.01% Reduce -4.3% 6,722 $450K
Boothbay Fund Management, LLC 0.01% New 6,573 $440K
MQS Management LLC 0.26% New 6,538 $437K
SBI Securities Co., Ltd. 0.01% Reduce -6.3% 6,438 $431K
Hartford Investment Management Co. 0.01% Reduce -3.6% 6,345 $424K
Waverly Advisors, LLC 0.00% Add +16.7% 6,281 $420K
Buckhead Capital Management LLC 0.15% No change 6,243 $418K
Private Advisor Group, LLC 0.00% Add +118.9% 6,215 $416K
Swiss Life Asset Management Ltd 0.00% Add +19.9% 6,206 $415K
Savvy Advisors, Inc. 0.01% Add +32.1% 6,205 $415K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 6,135 $410K
Curi Capital, LLC 0.01% New 6,119 $409K
Sound Financial Strategies Group, LLC 0.28% New 6,002 $401K
Bantamac Capital, LLC 0.28% No change 6,000 $401K
Alan B Lancz & Associates, Inc. 0.34% No change 5,800 $388K
Louisiana State Employees Retirement System 0.01% Reduce -3.3% 5,800 $388K
Ensign Peak Advisors, Inc 0.00% Reduce -63.4% 5,791 $387K
Founders Financial Alliance, LLC 0.07% Add +2.8% 5,607 $375K
GC Wealth Management RIA, LLC 0.01% Reduce -44.0% 5,599 $374K
Mirabella Financial Services LLP 0.04% New 5,558 $372K
Maryland State Retirement & Pension System 0.01% No change 5,539 $370K
CI Investments Inc. 0.00% Add +1.7% 5,534 $370K
Wbi Investments, LLC 0.10% New 5,505 $368K
KLCM Advisors, Inc. 0.03% New 5,400 $361K
Norinchukin Bank, The 0.00% Add +0.1% 5,259 $352K
New Mexico Educational Retirement Board 0.01% No change 5,250 $351K
Greenleaf Trust 0.00% Reduce -5.4% 5,231 $350K
Perigon Wealth Management, LLC 0.01% New 5,203 $348K
OMERS ADMINISTRATION Corp 0.00% Reduce -68.3% 5,110 $342K
Ethic Inc. 0.01% Reduce -15.0% 5,087 $340K
Hennion & Walsh Asset Management, Inc. 0.01% No change 5,080 $340K
AlphaGrep UK Ltd 0.11% — 5,066 $339K
Kera Capital Partners, Inc. 0.04% New 4,566 $336K
Aaron Wealth Advisors LLC 0.02% Reduce -15.4% 5,001 $335K
FNY Investment Advisers, LLC 0.10% New 5,000 $334K
Beverly Hills Private Wealth, LLC 0.06% Reduce -3.3% 4,978 $333K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.2% 4,871 $333K
Krilogy Financial LLC 0.01% Reduce -14.8% 4,619 $328K
Cullen Capital Management, LLC 0.00% Add +25.9% 4,875 $326K
Foster Group, Inc. 0.01% Reduce -7.5% 4,872 $326K
Longfellow Investment Management Co. LLC 0.07% No change 4,862 $325K
Macquarie Group Ltd. 0.00% Add +89.0% 4,844 $324K
GeoWealth Management, LLC 0.01% Add +52.1% 4,841 $324K
Penserra Capital Management LLC 0.00% Add +8.7% 4,766 $318K
Faithward Advisors, LLC 0.05% Add +0.5% 4,711 $315K
Asset Management One Co., Ltd. 0.00% Add +1.2% 4,610 $314K
RMR Wealth Builders 0.03% No change 4,691 $314K
MUFG Securities EMEA plc 0.00% Add +114.4% 4,689 $314K
LMR Partners LLP 0.00% Reduce -61.3% 4,643 $311K
Brown Advisory Inc. 0.00% New 4,641 $310K
Merit Financial Group, LLC 0.00% New 4,622 $309K
HB Wealth Management, LLC 0.00% Add +55.1% 4,614 $309K
Praxis Investment Management Inc. 0.02% New 4,603 $308K
Plus Group Wealth Advisors LLC 0.34% — 4,570 $306K
Gen-Wealth Partners Inc 0.10% Reduce -35.4% 4,555 $305K
Simmons Bank 0.02% Reduce -37.5% 4,500 $301K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.9% 4,481 $300K
Empirical Finance, LLC 0.01% Reduce -4.0% 4,471 $299K
First Manhattan Co. Llc. 0.00% No change 4,446 $297K
Baker Avenue Asset Management, LP 0.01% Add +1.2% 4,431 $296K
HUB Investment Partners, LLC 0.01% Add +20.6% 4,349 $291K
Clearview Wealth Advisors LLC 0.18% Reduce -4.5% 4,319 $289K
DAVENPORT & Co LLC 0.00% Add +29.9% 4,310 $288K
Mgo One Seven LLC 0.01% New 4,302 $288K
PAX Financial Group, LLC 0.05% Reduce -14.2% 4,269 $286K
Childress Capital Advisors, LLC 0.05% New 4,267 $285K
Glenmede Trust Co. NA 0.00% — 4,267 $285K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.1% 4,202 $281K
Steward Partners Investment Advisory, LLC 0.00% Add +1568.3% 4,154 $278K
Aptus Capital Advisors, LLC 0.00% Reduce -32.7% 4,151 $278K
Sage Mountain Advisors LLC 0.01% Reduce -37.7% 4,136 $277K
V-Square Quantitative Management LLC 0.03% New 4,109 $275K
GW Henssler & Associates Ltd. 0.01% Add +9.6% 4,074 $272K
AssuredPartners Investment Advisors, LLC 0.04% New 4,011 $268K
Three Magnolias Financial Advisors, LLC 0.17% No change 4,000 $268K
Legacy Capital Wealth Partners, LLC 0.06% Add +2.3% 3,976 $266K
Fiduciary Trust Co 0.00% Reduce -2.7% 3,962 $265K
Investment Management Corp of Ontario 0.00% No change 3,934 $263K
North Dakota State Investment Board 0.01% — 3,909 $261K
Nicolet Bankshares Inc. 0.04% No change 3,900 $261K
Simplex Trading, LLC 0.01% Reduce -57.3% 3,857 $258K
Choreo, LLC 0.00% Reduce -17.2% 3,797 $257K
NewEdge Wealth, LLC 0.00% New 3,839 $257K
GAMMA Investing LLC 0.01% Reduce -6.4% 3,756 $251K
Versant Capital Management, Inc 0.03% Add +19.4% 3,734 $250K
Composition Wealth, LLC 0.00% New 3,730 $249K
Sovran Advisors, LLC 0.02% New 3,419 $246K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +2.3% 3,641 $244K
Hardy Reed LLC 0.02% Add +0.3% 3,631 $243K
Integrated Wealth Concepts LLC 0.00% Reduce -41.5% 3,629 $243K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -0.6% 3,622 $242K
Vise Technologies, Inc. 0.00% New 3,494 $234K
Wedmont Private Capital 0.01% Add +1.8% 3,432 $230K
Ameritas Advisory Services, LLC 0.01% Reduce -31.9% 3,406 $228K
Bessemer Group Inc. 0.00% Reduce -14.4% 3,411 $227K
Patton Fund Management, Inc. 0.03% No change 3,388 $227K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 3,343 $224K
Sivia Capital Partners, LLC 0.04% New 3,263 $218K
Prospera Financial Services Inc 0.00% Add +4.0% 3,261 $218K
CX Institutional 0.01% Add +6.7% 3,217 $215K
Hudock, Inc. 0.03% Add +0.5% 3,196 $214K
Caerus Investment Advisors, LLC 0.07% New 3,167 $212K
Tower Research Capital LLC (TRC) 0.01% Reduce -42.4% 3,159 $211K
Cary Street Partners Investment Advisory LLC 0.06% Add +30.1% 3,159 $211K
Y-Intercept (Hong Kong) Ltd 0.00% Reduce -95.0% 3,157 $211K
Financial Planning Hawaii, Inc. 0.12% — 3,147 $210K
Phoenix Financial Ltd. 0.00% Add +0.0% 3,129 $209K
SevenBridge Financial Group, LLC 0.03% Reduce -32.8% 2,940 $209K
Compound Planning, Inc. 0.01% New 3,101 $207K
Cardiff Park Advisors, LLC 0.02% Add +0.6% 3,095 $207K
Mufg Securities Americas Inc. 0.01% Reduce -0.9% 3,054 $204K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 3,025 $202K
Wealthspire Advisors, LLC 0.00% Add +28.7% 3,023 $202K
Evolve Private Wealth, LLC 0.01% — 3,014 $202K
Joel Isaacson & Co., LLC 0.01% Reduce -7.7% 3,000 $201K
Securian Asset Management, Inc. 0.01% Reduce -45.0% 2,986 $200K
Canada Post Corp Registered Pension Plan 0.01% Add +28.6% 2,745 $184K
STRS Ohio 0.00% Add +0.2% 2,722 $182K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 2,500 $167K
Assetmark, Inc. 0.00% Add +1.4% 2,451 $164K
Smartleaf Asset Management LLC 0.01% Add +560.8% 2,392 $162K
South Dakota Investment Council 0.00% Reduce -4.2% 2,300 $154K
Federated Hermes, Inc. 0.00% Add +369.9% 2,293 $153K
Covestor Ltd 0.08% Reduce -2.2% 2,269 $152K
First Horizon Corp. 0.01% Reduce -19.6% 2,257 $151K
Kestra Advisory Services, LLC 0.00% New 2,134 $143K
Rakuten Securities, Inc. 0.05% Add +11566.7% 2,100 $140K
Optiver Holding B.V. 0.00% New 1,965 $131K
IFP Advisors, Inc 0.00% Add +108.5% 1,947 $130K
Global Retirement Partners, LLC 0.00% Add +3.7% 1,893 $127K
Quarry LP 0.02% Reduce -71.2% 1,746 $117K
Parallel Advisors, LLC 0.00% Add +57.6% 1,746 $117K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,743 $117K
Quadrant Capital Group LLC 0.00% Reduce -8.3% 1,713 $115K
Farther Finance Advisors, LLC 0.00% Reduce -1.1% 1,628 $109K
Smithfield Trust Co 0.00% No change 1,570 $105K
EverSource Wealth Advisors, LLC 0.00% Add +37.0% 1,548 $104K
Arlington Trust Co LLC 0.01% Reduce -83.6% 1,500 $100K
Allworth Financial LP 0.00% Add +62.5% 1,415 $95K
UMB Bank, n.a. 0.00% Reduce -1.0% 1,296 $87K
Huntington National Bank 0.00% Reduce -4.0% 1,291 $86K
Essential Partners LLC 0.03% Add +801.4% 1,289 $86K
Signaturefd, LLC 0.00% Reduce -12.7% 1,276 $85K
Private Trust Co. NA 0.01% Add +20.5% 1,265 $85K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +3600.0% 1,221 $82K
First Command Advisory Services, Inc. 0.00% New 1,208 $81K
Tema ETFs LLC 0.01% New 1,120 $75K
Addison Advisors LLC 0.02% Reduce -1.6% 1,079 $72K
American National Bank & Trust 0.01% Reduce -85.4% 1,069 $71K
Arax Advisory Partners 0.00% Reduce -93.9% 1,056 $71K
Ancora Advisors LLC 0.00% Add +1159.8% 1,033 $69K
Employees Retirement System of Texas 0.00% No change 978 $65K
Brown, Lisle/Cummings, Inc. 0.02% No change 920 $62K
Clearstead Advisors, LLC 0.00% Add +62.6% 834 $56K
Group One Trading LLC 0.00% Add +56.8% 828 $55K
Ameriflex Group, Inc. 0.03% Reduce -49.8% 820 $55K
Danske Bank A/S 0.00% Reduce -93.9% 800 $54K
SJS Investment Consulting Inc. 0.01% Add +49.1% 783 $52K
Hantz Financial Services, Inc. 0.00% Add +562.0% 748 $50K
Quent Capital, LLC 0.00% Add +36.9% 683 $46K
True Wealth Design, LLC 0.01% Add +9.0% 668 $45K
Bayforest Capital Ltd 0.03% Reduce -93.6% 653 $44K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -9.9% 649 $43K
Larson Financial Group LLC 0.00% Add +31.8% 642 $43K
Truvestments Capital LLC 0.01% Add +0.5% 633 $42K
Ransom Advisory, Ltd 0.02% Reduce -16.2% 620 $41K
eCIO, Inc. 0.02% New 551 $37K
Los Angeles Capital Management LLC 0.00% New 532 $35K
Rothschild Investment LLC 0.00% Add +27.6% 494 $33K
TCTC Holdings, LLC 0.00% No change 491 $33K
Evelyn Partners Investment Management LLP 0.00% No change 490 $33K
Whittier Trust Co. 0.00% No change 477 $33K
Root Financial Partners, LLC 0.00% Add +5.7% 481 $32K
Eagle Bay Advisors LLC 0.02% New 471 $32K
Torren Management, LLC 0.02% — 463 $31K
Loomis Sayles & Co. L P 0.00% Reduce -3.6% 454 $30K
Centerpoint Advisors, LLC 0.01% No change 435 $29K
TD Private Client Wealth LLC 0.00% Reduce -3.6% 428 $29K
Wealth Enhancement Trust Services, Inc. 0.00% — 427 $29K
Creative Financial Designs Inc. 0.00% Add +3481.8% 394 $26K
Banque Cantonale Vaudoise 0.00% Reduce -77.4% 389 $26K
Vega Investment Solutions 0.00% — 371 $25K
Groesbeck Investment Management Corp. 0.05% New 360 $24K
CYBER HORNET ETFs LLC 0.01% Add +6.0% 354 $24K
Trust Co. of Vermont 0.00% No change 350 $23K
Cary Street Partners Financial LLC 0.00% Reduce -30.6% 350 $23K
Resources Management Corp. /CT/ 0.00% No change 350 $23K
Parkside Financial Bank & Trust 0.00% Add +40.3% 341 $23K
Leonteq Securities AG 0.00% Add +9.2% 322 $22K
Bank of New Hampshire 0.00% No change 320 $21K
Vermillion & White Wealth Management Group, LLC 0.01% No change 320 $21K
Wolff Wiese Magana LLC 0.01% No change 319 $21K
Sentry Investment Management LLC 0.01% No change 320 $21K
Cromwell Holdings LLC 0.01% No change 308 $21K
CoreCap Advisors, LLC 0.00% Add +98.7% 302 $20K
Financial Network Wealth Advisors LLC 0.02% No change 300 $20K
Capital Advisors, Ltd. LLC 0.00% No change 304 $20K
IAG Wealth Partners, LLC 0.00% New 261 $17K
Ascentis Wealth Management, LLC 0.00% Reduce -1.9% 258 $17K
Westside Investment Management, Inc. 0.00% No change 238 $16K
Tsfg, LLC 0.00% Add +0.9% 229 $15K
Johnson Financial Group, Inc. 0.00% Reduce -72.4% 216 $14K
Whittier Trust Co. of Nevada Inc. 0.00% No change 210 $14K
Harbour Investments, Inc. 0.00% Reduce -0.9% 212 $14K
NFSG Corp 0.00% No change 200 $13K
Flagship Harbor Advisors, LLC 0.00% New 193 $13K
Salomon & Ludwin, LLC 0.00% New 182 $12K
LRI Investments, LLC 0.00% No change 177 $12K
JFS Wealth Advisors, LLC 0.00% Add +19.7% 170 $11K
Summit Securities Group LLC 0.00% Reduce -15.2% 168 $11K
DT Investment Partners, LLC 0.00% No change 164 $11K
Anchor Investment Management, LLC 0.00% No change 160 $11K
DV Equities, LLC 0.00% — 158 $11K
Key Financial Inc 0.00% No change 143 $10K
Harbor Investment Advisory, LLC 0.00% No change 142 $9K
Elevation Wealth Partners, LLC 0.00% Add +504.8% 127 $8K
SageView Advisory Group, LLC 0.00% New 115 $8K
Fideuram Asset Management (Ireland) dac 0.00% — 103 $7K
Financial Management Professionals, Inc. 0.00% No change 102 $7K
Lanark Financial, Inc. 0.00% No change 100 $7K
Manchester Capital Management LLC 0.00% Reduce -97.7% 99 $7K
Clark Wealth Partners 0.00% No change 95 $6K
CVA Family Office, LLC 0.00% No change 95 $6K
J.Safra Asset Management Corp 0.00% New 92 $6K
Farmers & Merchants Investments Inc. 0.00% No change 86 $6K
MV Capital Management, Inc. 0.00% Reduce -1.2% 84 $6K
Bell Investment Advisors, Inc 0.00% Reduce -10.0% 81 $5K
Grove Bank & Trust 0.00% No change 79 $5K
ORG Partners LLC 0.00% Reduce -19.1% 76 $5K
Luken Investment Analytics, LLC 0.00% New 74 $5K
Bravera Wealth 0.00% — 70 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 66 $4K
Aspect Partners, LLC 0.00% No change 65 $4K
Keating Financial Advisory Services, Inc. 0.00% — 63 $4K
Altshuler Shaham Ltd 0.00% Add +3.4% 61 $4K
PFS Partners, LLC 0.00% Add +1.8% 58 $4K
Colonial Trust Co / SC 0.00% Add +460.0% 56 $4K
Fortitude Family Office, LLC 0.00% Reduce -57.0% 55 $4K
Bogart Wealth, LLC 0.00% No change 49 $3K
Basecamp Wealth Advisors LLC 0.00% — 48 $3K
GW&K Investment Management, LLC 0.00% Add +95.7% 45 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -30.5% 41 $3K
Rational Advisors, Inc. 0.00% Reduce -11.9% 37 $2K
Zions Bancorporation, National Association 0.00% Reduce -20.0% 36 $2K
Spire Wealth Management 0.00% Add +47.8% 34 $2K
Wealth Watch Advisors, INC 0.00% Add +160.0% 26 $2K
Howard Hughes Medical Institute 0.00% No change 25 $2K
Private Wealth Management Group, LLC 0.00% No change 25 $2K
Principia Wealth Advisory, LLC 0.00% Add +100.0% 24 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +4.5% 23 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -37.5% 20 $1K
Bartlett & Co. Wealth Management LLC 0.00% Add +700.0% 16 $1K
Y.D. More Investments Ltd 0.00% New 4,868 $1K
Raffa Wealth Management, LLC 0.00% No change 15 $1K
AdvisorNet Financial, Inc 0.00% No change 13 $869
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 12 $803
Elyxium Wealth, LLC 0.00% New 12 $803
Ares Financial Consulting, LLC 0.00% — 11 $736
Clearstead Trust, LLC 0.00% Reduce -84.8% 10 $669
Activest Wealth Management 0.00% Reduce -73.0% 10 $669
Bay Harbor Wealth Management, LLC 0.00% Add +42.9% 10 $668
Rialto Wealth Management, LLC 0.00% Add +28.6% 9 $602
HFM Investment Advisors, LLC 0.00% No change 8 $536
Cornerstone Financial Management LLC 0.00% — 8 $535
Optima Capital LLC 0.00% New 8 $535
SHP Wealth Management 0.00% — 8 $535
TFC Financial Management, Inc. 0.00% No change 7 $471
Bruce G. Allen Investments, LLC 0.00% No change 7 $468
Dunhill Financial, LLC 0.00% Add +250.0% 7 $448
Curio Wealth, LLC 0.00% New 5 $340
Rossby Financial, LCC 0.00% New 5 $334
Valued Wealth Advisors LLC 0.00% No change 4 $274
Quaker Wealth Management, LLC 0.00% Add +33.3% 4 $268
SOA Wealth Advisors, LLC. 0.00% No change 2 $144
Cornerstone Planning Group LLC 0.00% New 2 $139
Seneschal Advisors, LLC 0.00% No change 2 $134
Private Wealth Asset Management, LLC 0.00% No change 2 $134
Avion Wealth 0.00% No change 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.