Smith (a.o.)AOS

13F holders, Q1 2026 (March 31)
636holders −11
72new positions
81sold out
6famous investors
$65.89avg. 13F price*

At the end of Q1 2026, 636 institutions reported holding Smith (a.o.) Corp. (AOS) in their 13F filings, down 11 from Q4 2025. 72 opened new positions and 81 sold out. The largest holders were FMR LLC ($522.9M), BlackRock, Inc. ($485.1M) and Vanguard Capital Management LLC ($483.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions72$185.0M
Exits81$104.7M

All 13F filers, Q4 2025 → Q1 2026: 11,123,573 shares bought and 9,507,561 shares sold, net +1,616,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 636 holders

FMR LLC 0.03% Add +38.4% 7,930,566 $522.9M
BlackRock, Inc. 0.01% Add +0.3% 7,357,191 $485.1M
Vanguard Capital Management LLC 0.01% — 7,333,389 $483.6M
Vanguard Portfolio Management LLC 0.02% — 7,099,252 $468.1M
State Street Corp. 0.01% Reduce -2.6% 5,758,931 $379.7M
Invesco Ltd. 0.03% Add +3.7% 4,729,446 $311.9M
Impax Asset Management Group plc 1.97% Reduce -8.0% 4,278,219 $282.1M
American Century Companies Inc. 0.14% Add +5.5% 4,215,238 $278.0M
Geode Capital Management, LLC 0.02% Add +12.6% 3,939,106 $259.4M
Morgan Stanley 0.01% Add +23.1% 3,580,107 $236.1M
ProShare Advisors LLC 0.23% Reduce -1.5% 2,309,570 $152.3M
First Trust Advisors LP 0.10% Add +10.4% 2,168,894 $143.0M
Earnest Partners LLC 0.55% Reduce -2.1% 2,027,320 $133.7M
Dimensional Fund Advisors LP 0.03% Add +3.4% 1,959,696 $129.2M
Bank of America Corp. 0.01% Reduce -2.8% 1,687,887 $111.3M
Bank of New York Mellon Corp 0.02% Add +3.1% 1,425,759 $94.0M
Sei Investments Co. 0.08% Add +0.4% 1,346,863 $88.8M
1832 Asset Management L.P. 0.11% Add +3.3% 1,246,113 $82.2M
Sarasin & Partners LLP 0.97% Reduce -9.4% 1,200,917 $79.2M
Goldman Sachs Group Inc. 0.01% Reduce -5.7% 1,193,136 $78.7M
Northern Trust Corp. 0.01% Reduce -1.0% 1,180,639 $77.9M
Madison Asset Management, LLC 0.93% Reduce -5.5% 1,142,604 $75.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 1,089,033 $71.8M
Gates Capital Management, Inc. 2.47% New 1,087,580 $71.7M
Natixis Advisors, LLC 0.10% Add +5.9% 1,082,768 $71.4M
Boston Trust Walden Corp 0.57% Reduce -2.4% 1,050,930 $69.3M
Jones Financial Companies LLLP 0.03% Add +15088.7% 1,066,701 $68.7M
Nomura Asset Management Co. Ltd. 0.17% Reduce -16.1% 990,068 $65.3M
AQR Capital Management 0.03% Reduce -23.6% 978,096 $63.0M
UBS Group AG 0.01% Reduce -44.1% 921,583 $60.8M
Quantinno Capital Management LP 0.10% Add +70.6% 910,117 $60.0M
Caisse de depot et placement du Quebec 0.10% Add +6.7% 907,450 $59.8M
Vest Financial, LLC 0.65% Add +0.5% 815,872 $53.8M
Talaria Asset Management Pty Ltd 10.44% New 783,900 $51.7M
Royal Bank of Canada 0.01% Reduce -13.3% 770,141 $50.8M
Renaissance Technologies 0.08% Add +17.6% 744,400 $49.1M
Wells Fargo & Company 0.01% Add +10.0% 734,004 $48.4M
Pictet Asset Management Holding SA 0.05% Reduce -67.8% 703,108 $46.4M
Vanguard Fiduciary Trust Co. 0.01% — 632,867 $41.7M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -10.1% 607,354 $40.0M
Welch & Forbes LLC 0.49% Reduce -1.0% 579,780 $38.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +1.3% 558,092 $36.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.4% 548,510 $36.2M
JPMorgan Chase & Co. 0.00% Reduce -0.7% 566,532 $36.1M
Envestnet Asset Management Inc. 0.01% Add +3.1% 527,275 $34.8M
Schwartz Investment Counsel Inc. 1.21% Add +0.5% 517,733 $34.1M
Legal & General Group Plc 0.01% Add +2.9% 502,282 $33.1M
CIBC Asset Management Inc 0.08% Reduce -3.5% 479,567 $31.5M
KBC Group NV 0.08% Reduce -25.0% 457,115 $30.1M
Eurizon Capital SGR S.p.A. 0.09% Add +1.1% 456,179 $30.1M
Jacobs Levy Equity Management, Inc. 0.12% Reduce -2.7% 441,858 $29.1M
Deutsche Bank AG 0.01% Add +22.1% 436,201 $28.8M
Berkshire Asset Management LLC 1.12% Add +2.2% 397,432 $26.2M
Arbejdsmarkedets Tillaegspension 0.64% Add +10.6% 387,114 $25.5M
Nicholas Company, Inc. 0.50% Reduce -1.3% 385,643 $25.4M
Wellington Management Group LLP 0.00% Reduce -3.6% 332,404 $21.9M
Confluence Investment Management LLC 0.33% Add +8.4% 319,075 $21.0M
Treasurer of the State of North Carolina 0.06% Add +9.3% 292,493 $19.3M
Gotham Asset Management 0.06% Add +135.1% 288,196 $19.0M
Nuveen, LLC 0.01% Add +3.3% 286,142 $18.9M
Robeco Schweiz AG 0.38% Reduce -0.1% 269,170 $17.7M
Franklin Resources Inc. 0.00% Add +715.3% 265,421 $17.5M
Regents Gate Capital LLP 3.71% Add +33.6% 263,951 $17.4M
Northwest & Ethical Investments L.P. 0.39% Reduce -3.9% 256,626 $16.9M
Stifel Financial Corp. 0.02% Add +2.4% 255,789 $16.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +661.2% 255,499 $16.8M
Cresset Asset Management, LLC 0.07% Add +23.1% 254,031 $16.8M
Alps Advisors Inc. 0.08% Reduce -1.7% 252,746 $16.7M
Lord, Abbett & Co. LLC 0.06% Reduce -18.8% 245,191 $16.2M
Rhumbline Advisers 0.01% Reduce -1.4% 239,255 $15.8M
Vanguard Global Advisers, LLC 0.01% — 236,120 $15.6M
California Public Employees Retirement System 0.01% Add +5.8% 236,011 $15.6M
Citigroup Inc. 0.01% Add +34.7% 234,084 $15.4M
MassMutual Private Wealth & Trust, FSB 0.41% Add +1.8% 230,192 $15.2M
Ameriprise Financial Inc. 0.00% Add +1.4% 229,719 $15.1M
Swiss National Bank 0.01% Reduce -0.4% 224,400 $14.8M
Corient Private Wealth LP 0.02% Add +352.4% 220,554 $14.5M
T. Rowe Price Associates Inc. 0.00% Reduce -0.9% 208,762 $13.8M
Barclays PLC 0.00% Reduce -15.9% 208,747 $13.8M
Marshall Wace, LLP 0.01% Reduce -54.8% 200,505 $13.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -1.8% 195,874 $12.9M
Trexquant Investment LP 0.09% Add +115.2% 190,387 $12.6M
Janney Montgomery Scott LLC 0.03% Add +3.4% 190,222 $12.5M
HSBC Holdings PLC 0.01% Add +8.3% 188,905 $12.4M
Distillate Capital Partners LLC 0.65% Reduce -0.5% 187,892 $12.4M
Prudential Financial Inc. 0.01% Add +69.0% 180,131 $11.9M
Van Eck Associates Corp. 0.01% Add +1.4% 178,988 $11.8M
Mirova 0.46% New 172,000 $11.3M
BNP Paribas Financial Markets 0.01% Reduce -29.2% 171,539 $11.3M
Russell Investments Group, Ltd. 0.01% Add +12.6% 159,805 $10.5M
SG Americas Securities, LLC 0.01% Reduce -38.6% 159,272 $10.5M
Baird Financial Group, Inc. 0.02% Add +3.4% 158,965 $10.5M
Principal Financial Group Inc. 0.01% Add +23.1% 158,616 $10.5M
Perpetual Ltd 0.15% Add +1.6% 152,191 $10.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -12.9% 139,352 $9.2M
Schroder Investment Management Group 0.01% Reduce -53.6% 143,013 $9.1M
California State Teachers Retirement System 0.01% Add +27.1% 136,319 $9.0M
Heartland Advisors Inc. 0.44% Reduce -7.7% 130,710 $8.6M
DekaBank Deutsche Girozentrale 0.01% No change 128,054 $8.6M
&partners 0.04% Add +14.4% 128,773 $8.5M
C WorldWide Group Holding A/S 0.18% Add +3.7% 124,360 $8.2M
Truist Financial Corp. 0.01% Add +1.5% 124,226 $8.2M
Y-Intercept (Hong Kong) Ltd 0.15% Add +3618.1% 117,380 $7.7M
Teacher Retirement System of Texas 0.03% Add +2.7% 116,776 $7.7M
Amundi 0.00% Reduce -86.4% 115,540 $7.6M
Patten & Patten Inc. 0.46% Reduce -3.4% 115,332 $7.6M
Raymond James Financial Inc. 0.00% Reduce -19.3% 113,344 $7.5M
Alliancebernstein L.P. 0.00% Reduce -14.2% 111,205 $7.4M
Millennium Management 0.01% Reduce -73.3% 112,141 $7.4M
State Board of Administration of Florida Retirement System 0.01% No change 107,788 $7.1M
New York State Teachers Retirement System 0.01% Add +1.0% 107,762 $7.1M
Bank of Montreal 0.00% Reduce -28.2% 107,471 $7.1M
Yousif Capital Management, LLC 0.08% Reduce -0.1% 105,243 $6.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -21.2% 104,305 $6.9M
Creative Planning 0.00% Add +28.2% 103,143 $6.8M
LPL Financial LLC 0.00% Reduce -3.1% 102,715 $6.8M
Reinhart Partners, Llc. 0.19% Add +8.2% 102,686 $6.8M
Guggenheim Capital LLC 0.05% Reduce -1.8% 101,826 $6.7M
BLI - Banque de Luxembourg Investments 0.20% No change 100,300 $6.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 98,549 $6.5M
Citadel Advisors 0.00% Add +275.9% 94,955 $6.3M
Jump Financial, LLC 0.10% Add +17.7% 94,477 $6.2M
HRT Financial LP 0.02% Reduce -8.0% 94,270 $6.2M
New York State Common Retirement Fund 0.01% Reduce -3.0% 92,027 $6.1M
Squarepoint Ops LLC 0.01% Add +208.7% 90,750 $6.0M
Worldquant Millennium Advisors LLC 0.02% Add +7.3% 90,667 $6.0M
Grandfield & Dodd, LLC 0.34% Add +238.0% 90,106 $5.9M
Level Four Advisory Services, LLC 0.19% Add +2.6% 89,929 $5.9M
Benjamin Edwards Inc. 0.06% Reduce -0.3% 87,595 $5.8M
Illinois Municipal Retirement Fund 0.07% Add +60.6% 87,081 $5.7M
St Germain D J Co. Inc. 0.22% Add +16.0% 85,080 $5.6M
Man Group plc 0.01% Reduce -17.6% 83,685 $5.5M
Seizert Capital Partners, LLC 0.25% Reduce -22.6% 83,382 $5.5M
Berger Financial Group, Inc 0.30% New 81,929 $5.4M
Hunter Perkins Capital Management, LLC 1.20% Add +0.0% 77,043 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +0.4% 75,566 $5.0M
State of Wisconsin Investment Board 0.01% Reduce -8.5% 74,347 $4.9M
Harvey Investment Co. LLC 0.53% Add +15.8% 73,650 $4.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +0.6% 72,104 $4.8M
Edgestream Partners, L.P. 0.15% Add +473.5% 71,236 $4.7M
GAMCO Investors 0.05% Reduce -0.7% 70,000 $4.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +51.4% 68,618 $4.5M
Victory Capital Management Inc. 0.00% Reduce -30.4% 68,474 $4.5M
Hillsdale Investment Management Inc. 0.12% Add +4.0% 65,470 $4.3M
CIBC Bancorp USA Inc. 0.01% — 62,881 $4.1M
Commerce Bank 0.02% Reduce -4.1% 61,998 $4.1M
GUARDCAP ASSET MANAGEMENT Ltd 0.23% No change 60,555 $4.1M
CX Institutional 0.12% Add +1790.2% 60,807 $4.0M
Monte Financial Group, LLC 1.40% New 59,744 $3.9M
Quantbot Technologies LP 0.16% Reduce -24.7% 59,397 $3.9M
Thrive Capital Management, LLC 0.84% New 57,945 $3.8M
Brown Brothers Harriman & Co. 0.02% Reduce -4.2% 57,164 $3.8M
Thompson Investment Management, Inc. 0.48% Add +5.2% 56,211 $3.7M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -3.6% 55,386 $3.7M
LBMC Investment Advisors, LLC 0.21% No change 52,918 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +0.4% 50,917 $3.4M
Cetera Investment Advisers 0.00% Reduce -2.7% 50,983 $3.4M
Occudo Quantitative Strategies LP 0.18% New 53,763 $3.3M
Janus Henderson Group PLC 0.00% Reduce -0.5% 50,179 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.1% 49,352 $3.3M
Mercer Global Advisors Inc. 0.00% Add +34.1% 49,284 $3.2M
Atwater Malick LLC 0.88% Reduce -18.0% 49,255 $3.2M
Willis Investment Counsel 0.17% Add +5.3% 47,930 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -0.9% 47,223 $3.1M
KLP Kapitalforvaltning As 0.01% Add +5.8% 47,200 $3.1M
Fifth Third Bancorp 0.01% Add +103.7% 47,150 $3.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -54.3% 46,924 $3.1M
Johnson Investment Counsel Inc. 0.02% Add +1.4% 46,690 $3.1M
Lafayette Investments, Inc. 0.62% Reduce -3.8% 46,161 $3.0M
Engineers Gate Manager LP 0.04% New 45,879 $3.0M
Holocene Advisors, LP 0.01% Reduce -55.0% 45,402 $3.0M
FourThought Financial Partners, LLC 0.25% Add +30.6% 44,756 $3.0M
Marietta Investment Partners LLC 0.56% Reduce -0.3% 42,392 $2.8M
SummitTX Capital, L.P. 0.09% Add +17.1% 42,250 $2.8M
Two Sigma Investments, LP 0.00% Reduce -19.8% 41,700 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.3% 41,458 $2.7M
Stanley-Laman Group, Ltd. 0.33% Add +3.6% 41,142 $2.7M
Oak Thistle LLC 0.26% Add +12.3% 40,520 $2.7M
Vident Advisory, LLC 0.02% Add +123.2% 39,997 $2.6M
Voya Investment Management LLC 0.00% Reduce -2.8% 39,401 $2.6M
Oppenheimer & Co. Inc. 0.03% Add +3.1% 37,606 $2.5M
PNC Financial Services Group, Inc. 0.00% Add +40.0% 37,509 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -2.8% 35,808 $2.4M
ExodusPoint Capital Management, LP 0.02% Reduce -76.8% 35,420 $2.3M
Foyston, Gordon & Payne Inc 0.54% Reduce -40.3% 35,276 $2.3M
Kornitzer Capital Management Inc. 0.05% Add +0.5% 35,267 $2.3M
Landscape Capital Management, L.L.C. 0.15% Add +34.4% 35,166 $2.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +682.5% 35,063 $2.3M
Focus Partners Wealth 0.00% Add +4.7% 34,746 $2.3M
Advisory Services Network, LLC 0.03% Add +32.4% 34,140 $2.3M
State of New Jersey Common Pension Fund D 0.01% No change 34,039 $2.2M
PEAK6 LLC 0.06% Add +20.8% 33,058 $2.2M
GHP Investment Advisors, Inc. 0.09% Add +8.2% 32,949 $2.2M
Public Sector Pension Investment Board 0.01% Add +10.6% 31,979 $2.1M
Weiss Asset Management LP 0.05% Reduce -35.9% 31,815 $2.1M
Formuepleje A/S 0.19% Reduce -94.5% 31,145 $2.1M
Arizona State Retirement System 0.01% Reduce -2.4% 31,137 $2.1M
Empowered Funds, LLC 0.01% New 31,073 $2.0M
CWA Asset Management Group, LLC 0.07% New 31,034 $2.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -34.5% 30,940 $2.0M
Credit Agricole S A 0.01% Reduce -15.8% 30,806 $2.0M
Peak Retirement Planning, Inc. 0.40% New 30,718 $2.0M
Czech National Bank 0.01% Add +2.4% 30,619 $2.0M
Collaborative Fund Advisors, LLC 1.24% — 30,438 $2.0M
Tidal Investments LLC 0.01% Add +1.9% 30,365 $2.0M
Evergreen Capital Management LLC 0.04% Add +5.1% 30,363 $2.0M
Summit Trail Advisors, LLC 0.03% Add +46.8% 30,277 $2.0M
XTX Topco Ltd 0.03% New 29,670 $2.0M
State of Michigan Retirement System 0.01% Reduce -1.0% 29,333 $1.9M
State of Tennessee, Department of Treasury 0.01% Add +99.9% 29,252 $1.9M
Handelsbanken Fonder AB 0.01% No change 28,500 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -18.5% 28,305 $1.9M
Twin Tree Management, LP 0.39% New 28,299 $1.9M
Resona Asset Management Co.,Ltd. 0.01% Reduce -0.3% 29,257 $1.9M
Vanguard Investments Australia, Ltd. 0.01% — 28,210 $1.9M
Elo Mutual Pension Insurance Co 0.03% Add +143.0% 28,000 $1.8M
Azzad Asset Management Inc. 0.19% Reduce -2.3% 27,780 $1.8M
Pinebridge Investments LLC 0.02% Reduce -7.3% 27,711 $1.8M
Precedent Wealth Partners, LLC 0.37% Add +4.4% 27,677 $1.8M
King Luther Capital Management Corp. 0.01% Reduce -18.2% 26,900 $1.8M
Coldstream Capital Management Inc. 0.02% New 26,864 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -3.3% 26,286 $1.7M
Cwm, LLC 0.00% Reduce -23.1% 26,259 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.7% 26,189 $1.7M
Neuberger Berman Group LLC 0.00% Add +41.5% 25,926 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.62% Add +6.0% 25,852 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.1% 25,555 $1.7M
Eukles Asset Management 0.74% Reduce -14.0% 25,153 $1.7M
Kestra Private Wealth Services, LLC 0.02% Add +5.8% 24,972 $1.6M
Siemens Fonds Invest GmbH 0.09% Reduce -8.4% 24,751 $1.6M
Inspire Investing, LLC 0.09% Add +33.8% 24,632 $1.6M
Freedom Day Solutions, LLC 0.43% Reduce -2.8% 24,403 $1.6M
National Bank of Canada 0.00% Reduce -66.7% 24,176 $1.6M
Retirement Systems of Alabama 0.01% Reduce -1.0% 23,875 $1.6M
Empire Financial Management Company, LLC 0.35% Add +6.0% 23,690 $1.6M
Illumine Investment Management, LLC 1.19% Reduce -0.3% 23,437 $1.5M
Penserra Capital Management LLC 0.02% Add +388.3% 23,272 $1.5M
Captrust Financial Advisors 0.00% Reduce -20.7% 22,991 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -6.4% 22,685 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.4% 22,752 $1.5M
UniSuper Management Pty Ltd 0.01% Reduce -7.2% 21,787 $1.4M
Allianz SE 0.02% No change 21,416 $1.4M
Amalgamated Bank 0.01% Reduce -2.0% 21,337 $1.4M
Brevan Howard Capital Management LP 0.01% Reduce -29.6% 21,025 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.2% 20,926 $1.4M
Cerity Partners LLC 0.00% Reduce -38.2% 20,887 $1.4M
Gabelli Funds LLC 0.01% No change 20,800 $1.4M
Oppenheimer Asset Management Inc. 0.02% Add +7.8% 20,602 $1.4M
Cardinal Capital Management 0.17% Add +3.2% 20,552 $1.4M
TD Asset Management Inc 0.00% Add +0.3% 19,604 $1.3M
Capital Fund Management S.A. 0.01% Reduce -49.3% 19,589 $1.3M
Fairtree Asset Management (Pty) Ltd 0.59% Reduce -2.8% 19,526 $1.3M
Trust Co. of Toledo NA 0.12% Reduce -3.5% 19,395 $1.3M
Sierra Legacy Group 0.97% No change 19,302 $1.3M
Lionshead Wealth Management, LLC 0.92% Add +100.0% 18,976 $1.3M
Utah Retirement Systems 0.01% No change 18,855 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -62.2% 18,717 $1.2M
Atria Investments, Inc 0.01% Reduce -27.1% 18,643 $1.2M
Erste Asset Management GmbH 0.01% New 19,200 $1.2M
Osaic Holdings, Inc. 0.00% Add +11.0% 18,541 $1.2M
Crawford Investment Counsel Inc. 0.02% Reduce -1.3% 18,340 $1.2M
MOKAN Wealth Management Inc. 0.53% Reduce -7.6% 18,258 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +36.0% 17,864 $1.2M
Woodline Partners LP 0.00% Add +2.1% 17,620 $1.2M
Toronto Dominion Bank 0.00% Reduce -63.2% 17,575 $1.2M
Stansberry Asset Management, LLC 0.12% Add +2.5% 17,479 $1.2M
Zurich Insurance Group Ltd 0.01% No change 17,300 $1.1M
Wilmington Savings Fund Society, FSB 0.03% No change 17,148 $1.1M
Qsemble Capital Management, LP 0.08% New 16,517 $1.1M
CreativeOne Wealth, LLC 0.02% New 15,949 $1.1M
OP Asset Management Ltd 0.01% No change 15,942 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -2.5% 15,817 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -77.3% 15,753 $1.0M
Graham Capital Management, L.P. 0.05% Add +114.5% 15,449 $1.0M
New York Life Investment Management LLC 0.01% Add +0.5% 15,411 $1.0M
NEOS Investment Management LLC 0.01% New 15,371 $1.0M
Exchange Traded Concepts, LLC 0.01% Reduce -24.0% 15,196 $1.0M
Campbell & CO Investment Adviser LLC 0.06% New 15,167 $1.0M
Bridgefront Capital, LLC 0.25% New 15,119 $997K
Aviva PLC 0.00% Add +104.1% 14,992 $989K
Parvin Asset Management, LLC 0.72% Add +3.0% 14,920 $984K
Pathstone Holdings, LLC 0.00% Add +6.8% 14,669 $967K
Nisa Investment Advisors, LLC 0.00% Reduce -15.4% 14,468 $954K
HighTower Advisors, LLC 0.00% Add +2.3% 14,370 $948K
Vontobel Holding Ltd. 0.00% Reduce -14.8% 14,359 $947K
Huntington National Bank 0.01% Add +1005.4% 14,271 $941K
Applied Capital LLC 0.68% Reduce -1.4% 14,252 $940K
EDENTREE ASSET MANAGEMENT Ltd 0.28% No change 14,100 $930K
US Bancorp \de 0.00% Reduce -6.3% 13,850 $913K
Daiwa Securities Group Inc. 0.00% Add +4.5% 13,793 $910K
WealthPlan Investment Management, LLC 0.05% Reduce -36.9% 13,614 $898K
Inscription Capital, LLC 0.09% Add +5.2% 13,527 $892K
SlateStone Wealth, LLC 0.07% Add +7.4% 13,490 $890K
Brooklyn Investment Group 0.03% New 13,450 $887K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +299.3% 13,348 $880K
Ensign Peak Advisors, Inc 0.00% Add +127.7% 13,188 $870K
Mackenzie Financial Corp. 0.00% Add +2.0% 13,120 $865K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.8% 12,852 $847K
Allstate Corp. 0.01% New 12,630 $833K
Aberdeen Group plc 0.00% Reduce -26.9% 12,518 $825K
Robeco Institutional Asset Management B.V. 0.00% Reduce -54.8% 12,394 $817K
Syon Capital LLC 0.04% Add +29.9% 12,373 $816K
Gateway Investment Advisers LLC 0.01% Add +28.7% 12,348 $814K
Xponance LLC 0.01% Add +27.9% 12,289 $810K
Global X Japan Co., Ltd. 0.04% Add +0.2% 12,218 $806K
Wedbush Securities Inc. 0.02% Add +2.6% 12,133 $800K
Northwestern Mutual Wealth Management Co. 0.00% Add +24.4% 12,128 $800K
Mutual of America Capital Management LLC 0.01% Reduce -1.8% 11,961 $789K
Dean Investment Associates, LLC 0.11% Add +37.3% 11,944 $788K
Caprock Group, LLC 0.02% Reduce -37.6% 11,944 $788K
Nomura Holdings Inc. 0.01% Reduce -43.4% 11,941 $787K
MML Investors Services, LLC 0.00% Reduce -29.7% 11,799 $778K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.3% 11,447 $755K
Brindle & Bay Financial Advisors, LLC 0.46% New 11,396 $751K
Faithward Advisors, LLC 0.11% Add +30.3% 6,140 $742K
State of Alaska, Department of Revenue 0.01% Reduce -1.4% 11,178 $737K
John G Ullman & Associates Inc. 0.10% Add +14.4% 11,100 $732K
Public Employees Retirement Association of Colorado 0.00% No change 11,093 $731K
Axq Capital, LP 0.09% New 11,080 $731K
Navigation Group, LLC 0.17% — 10,811 $713K
Rakuten Investment Management, Inc. 0.00% Add +9.5% 11,072 $705K
Chicago Capital, LLC 0.02% Add +18.9% 10,568 $697K
Ameritas Investment Partners, Inc. 0.02% Add +4.6% 10,558 $696K
United Asset Strategies, Inc. 0.06% Add +9.8% 10,526 $694K
Morningstar Investment Management LLC 0.04% Reduce -15.7% 10,461 $690K
Machina Capital S.A.S. 0.13% Reduce -68.2% 10,392 $685K
denkapparat Operations GmbH 0.27% Add +31.3% 9,846 $649K
Blackhawk Capital Partners, LLC 0.23% Add +1.4% 9,710 $640K
Fox Run Management, L.L.C. 0.11% New 9,875 $629K
Vestcor Inc 0.02% New 9,380 $619K
Sequoia Financial Advisors, LLC 0.00% Reduce -16.7% 9,369 $618K
Teachers Retirement System of the State of Kentucky 0.00% No change 9,320 $614K
Ethic Inc. 0.01% Add +83.0% 9,308 $614K
Chicago Partners Investment Group LLC 0.01% Add +41.5% 9,384 $608K
Blue Trust, Inc. 0.01% Add +4.0% 9,203 $607K
Grey Ledge Advisors, LLC 0.13% Add +0.9% 9,043 $596K
Legacy Wealth Asset Management, LLC 0.14% Add +5.1% 9,002 $594K
EP Wealth Advisors, LLC 0.00% Reduce -4.2% 8,976 $592K
Cardiff Park Advisors, LLC 0.05% Add +184.2% 8,795 $580K
Linden Thomas Advisory Services, LLC 0.06% Add +0.7% 8,788 $579K
D.A. Davidson & Co. 0.00% Add +0.2% 8,759 $578K
Aptus Capital Advisors, LLC 0.00% Add +109.8% 8,711 $574K
Assenagon Asset Management S.A. 0.00% Reduce -91.8% 8,703 $574K
Certuity, LLC 0.04% Add +18.2% 8,519 $562K
Storebrand Asset Management As 0.00% Reduce -12.0% 8,513 $561K
Legacy Financial Strategies, LLC 0.10% Reduce -77.7% 8,480 $559K
Ridgewood Investments LLC 0.22% — 8,337 $550K
Perbak Capital Partners LLP 0.13% New 8,307 $548K
Davis Investment Partners, LLC 0.19% Reduce -2.4% 8,291 $547K
Federation des caisses Desjardins du Quebec 0.00% Reduce -22.5% 8,266 $545K
iA Global Asset Management Inc. 0.01% Add +5.1% 8,188 $540K
CFS Investment Advisory Services, LLC 0.04% Reduce -2.6% 8,238 $534K
Resonant Capital Advisors, LLC 0.03% New 7,926 $523K
Mirabella Financial Services LLP 0.05% Add +40.1% 7,786 $513K
Burns Matteson Capital Management, LLC 0.20% Add +0.7% 7,747 $511K
Integrated Wealth Concepts LLC 0.00% Add +111.4% 7,671 $506K
Bank of Nova Scotia 0.00% Reduce -74.0% 7,646 $504K
MAI Capital Management 0.00% Add +11.0% 7,563 $499K
Aquatic Capital Management LLC 0.01% New 7,391 $487K
Quadcap Wealth Management, LLC 0.06% Reduce -0.3% 7,323 $483K
Rafferty Asset Management, LLC 0.00% Reduce -27.5% 7,322 $483K
Cornerstone Wealth Management, LLC 0.02% Add +2.6% 7,275 $480K
CenterBook Partners LP 0.03% Reduce -47.2% 7,258 $479K
Swiss Life Asset Management Ltd 0.00% Add +15.3% 7,158 $472K
AdvisorShares Investments LLC 0.09% No change 7,138 $471K
Boothbay Fund Management, LLC 0.01% Add +7.5% 7,064 $466K
HBK Sorce Advisory LLC 0.01% Add +3.4% 7,836 $459K
Gradient Investments LLC 0.01% Add +0.5% 6,875 $453K
Concentric Capital Strategies, LP 0.04% New 6,844 $451K
Mattson Financial Services, LLC 0.11% No change 6,840 $451K
Mizuho Securities USA LLC 0.01% Reduce -17.7% 6,797 $448K
Independent Advisor Alliance 0.00% Reduce -24.6% 6,749 $445K
Carlson Financial, Inc. 0.26% Reduce -3.7% 6,644 $438K
Crossmark Global Holdings, Inc. 0.01% Reduce -71.9% 6,599 $435K
Private Advisor Group, LLC 0.00% Add +5.8% 6,574 $434K
M&T Bank Corp 0.00% Reduce -4.9% 6,515 $430K
DNB Asset Management AS 0.00% New 6,506 $429K
Natixis 0.00% Reduce -86.4% 6,477 $427K
Pacer Advisors, Inc. 0.00% Reduce -34.0% 6,383 $421K
WealthPLAN Partners, LLC 0.08% Reduce -41.0% 6,364 $420K
Hartford Investment Management Co. 0.01% No change 6,345 $418K
Buckhead Capital Management LLC 0.16% No change 6,243 $412K
SBI Securities Co., Ltd. 0.01% Reduce -3.9% 6,187 $408K
Hennion & Walsh Asset Management, Inc. 0.01% Add +21.6% 6,176 $407K
iSAM Funds (UK) Ltd 0.20% New 6,130 $404K
Revisor Wealth Management LLC 0.11% Reduce -6.4% 6,130 $404K
Savvy Advisors, Inc. 0.01% Reduce -1.8% 6,091 $402K
HUB Investment Partners, LLC 0.01% Add +40.1% 6,091 $402K
MQS Management LLC 0.27% Reduce -7.9% 6,022 $397K
Capula Management Ltd 0.00% New 6,012 $396K
Bantamac Capital, LLC 0.29% No change 6,000 $396K
Baker Avenue Asset Management, LP 0.01% Add +33.7% 5,924 $391K
Founders Financial Alliance, LLC 0.07% Add +2.9% 5,772 $381K
GAMMA Investing LLC 0.02% Add +51.8% 5,702 $376K
Louisiana State Employees Retirement System 0.01% Reduce -1.7% 5,700 $376K
Curi Capital, LLC 0.01% Reduce -9.1% 5,565 $367K
Maryland State Retirement & Pension System 0.01% No change 5,539 $365K
CI Investments Inc. 0.00% Reduce -1.0% 5,481 $361K
Kera Capital Partners, Inc. 0.04% Add +19.9% 5,477 $361K
Anchor Capital Advisors LLC 0.01% Reduce -43.0% 5,444 $359K
Alan B Lancz & Associates, Inc. 0.35% Reduce -6.9% 5,400 $356K
KLCM Advisors, Inc. 0.03% No change 5,400 $356K
Childress Capital Advisors, LLC 0.06% Add +24.8% 5,323 $351K
New Mexico Educational Retirement Board 0.01% No change 5,250 $346K
Norinchukin Bank, The 0.00% Reduce -0.7% 5,223 $344K
Greenleaf Trust 0.00% Reduce -0.4% 5,208 $343K
Frec Markets, Inc. 0.06% New 5,155 $340K
Aaron Wealth Advisors LLC 0.02% Add +2.3% 5,118 $337K
OMERS ADMINISTRATION Corp 0.00% No change 5,110 $337K
Tower Research Capital LLC (TRC) 0.01% Add +60.2% 5,060 $334K
DGS Capital Management, LLC 0.05% New 4,955 $327K
Allspring Global Investments Holdings, LLC 0.00% Add +2.9% 5,013 $326K
Foster Group, Inc. 0.01% Reduce -0.2% 4,861 $321K
Mma Asset Management LLC 0.11% New 4,860 $320K
Gen-Wealth Partners Inc 0.10% Add +5.0% 4,781 $315K
Signaturefd, LLC 0.00% Add +270.5% 4,728 $312K
Beverly Hills Private Wealth, LLC 0.05% Reduce -5.4% 4,711 $311K
RMR Wealth Builders 0.02% No change 4,691 $309K
MUFG Securities EMEA plc 0.00% Reduce -1.7% 4,609 $304K
Asset Management One Co., Ltd. 0.00% Reduce -0.8% 4,571 $301K
Plus Group Wealth Advisors LLC 0.33% No change 4,570 $301K
Glenmede Trust Co. NA 0.00% Add +6.1% 4,528 $299K
Simmons Bank 0.02% No change 4,500 $297K
Thrivent Financial for Lutherans 0.00% Reduce -85.0% 4,474 $295K
Empirical Finance, LLC 0.01% Reduce -0.3% 4,456 $294K
Choreo, LLC 0.00% Add +16.9% 4,437 $293K
Hantz Financial Services, Inc. 0.00% Add +483.0% 4,361 $288K
Cullen Capital Management, LLC 0.00% Reduce -10.5% 4,362 $288K
V-Square Quantitative Management LLC 0.03% Add +5.9% 4,353 $287K
DAVENPORT & Co LLC 0.00% Add +0.6% 4,336 $286K
HB Wealth Management, LLC 0.00% Reduce -7.2% 4,283 $282K
Oakmont Advisory Group, LLC 0.29% New 4,275 $282K
Horizon Investments, LLC 0.00% Reduce -83.0% 4,290 $281K
Quarry LP 0.06% Add +141.1% 4,210 $278K
Steward Partners Investment Advisory, LLC 0.00% Add +1.3% 4,206 $277K
GeoWealth Management, LLC 0.01% Reduce -14.2% 4,153 $274K
Wedmont Private Capital 0.01% Add +18.3% 4,061 $271K
GC Wealth Management RIA, LLC 0.01% Reduce -27.0% 4,085 $269K
Prospera Financial Services Inc 0.00% Add +25.1% 4,080 $269K
Fiduciary Trust Co 0.00% Add +2.4% 4,057 $268K
Three Magnolias Financial Advisors, LLC 0.17% No change 4,000 $264K
Perigon Wealth Management, LLC 0.00% Reduce -23.2% 3,994 $263K
BTG Pactual Asset Management US LLC 0.03% New 3,987 $263K
United Capital Financial Advisors, LLC 0.00% New 3,970 $262K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -0.5% 3,958 $261K
Acadian Asset Management LLC 0.00% New 3,953 $260K
GW Henssler & Associates Ltd. 0.01% Reduce -3.6% 3,927 $259K
MCF Advisors LLC 0.01% New 3,910 $258K
Nicolet Bankshares Inc. 0.01% No change 3,900 $257K
Ieq Capital, LLC 0.00% Reduce -94.0% 3,885 $256K
Sterling Capital Management LLC 0.00% Reduce -43.3% 3,812 $251K
Abel Hall, LLC 0.05% New 3,802 $251K
PAX Financial Group, LLC 0.04% Reduce -11.7% 3,768 $248K
Merit Financial Group, LLC 0.00% Reduce -19.2% 3,736 $246K
Polymer Capital Management (US) LLC 0.04% New 3,727 $246K
Macquarie Group Ltd. 0.00% Reduce -23.4% 3,710 $245K
Capital Investment Advisors, LLC 0.00% New 3,702 $244K
Optas, LLC 0.04% New 3,696 $244K
Patton Fund Management, Inc. 0.04% Add +8.8% 3,688 $243K
Bessemer Group Inc. 0.00% Add +8.2% 3,692 $243K
Verition Fund Management LLC 0.00% Reduce -90.3% 3,660 $241K
Cary Street Partners Investment Advisory LLC 0.06% Add +15.7% 3,656 $241K
Hardy Reed LLC 0.02% Reduce -0.3% 3,620 $239K
Capstone Investment Advisors, LLC 0.00% New 3,619 $239K
Sound Financial Strategies Group, LLC 0.16% Reduce -39.9% 3,610 $238K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -0.7% 3,598 $237K
W.H. Cornerstone Investments Inc. 0.15% New 3,571 $235K
Vise Technologies, Inc. 0.00% No change 3,494 $234K
Florida Financial Advisors, LLC 0.06% New 3,484 $230K
Compound Planning, Inc. 0.01% Add +10.6% 3,430 $226K
Summitry LLC 0.01% New 3,418 $225K
Ameritas Advisory Services, LLC 0.01% No change 3,406 $225K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -7.2% 3,380 $223K
North Dakota State Investment Board 0.01% Reduce -15.0% 3,321 $219K
Brighton Jones LLC 0.00% New 3,278 $216K
JMN Financial LLC 0.21% New 3,265 $215K
First Manhattan Co. Llc. 0.00% Reduce -27.0% 3,246 $214K
QRG Capital Management, Inc. 0.00% Reduce -67.9% 3,244 $214K
Stonehearth Capital Management, LLC 0.08% New 3,217 $212K
Hudock, Inc. 0.03% Add +0.5% 3,211 $212K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -24.8% 3,162 $209K
Mufg Securities Americas Inc. 0.01% Add +1.9% 3,111 $205K
Sovran Advisors, LLC 0.02% Reduce -3.0% 3,315 $205K
Versant Capital Management, Inc 0.02% Reduce -17.2% 3,091 $204K
Phoenix Financial Ltd. 0.00% Reduce -2.5% 3,051 $201K
Securian Asset Management, Inc. 0.01% No change 2,986 $197K
Canada Post Corp Registered Pension Plan 0.01% No change 2,745 $181K
STRS Ohio 0.00% Reduce -0.1% 2,718 $179K
State of Wyoming 0.02% Reduce -76.2% 2,691 $177K
Assetmark, Inc. 0.00% Add +8.5% 2,660 $175K
Smartleaf Asset Management LLC 0.01% Add +9.1% 2,610 $166K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 2,500 $165K
Federated Hermes, Inc. 0.00% Add +0.7% 2,309 $152K
South Dakota Investment Council 0.00% No change 2,300 $152K
Parallel Advisors, LLC 0.00% Add +24.4% 2,172 $143K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +14.1% 1,989 $131K
FNY Investment Advisers, LLC 0.06% Reduce -60.0% 2,000 $131K
American National Bank & Trust 0.01% Add +81.8% 1,944 $128K
First Horizon Corp. 0.01% Reduce -14.4% 1,932 $127K
Quadrant Capital Group LLC 0.00% Add +1.5% 1,739 $115K
Covestor Ltd 0.08% Reduce -24.2% 1,719 $114K
Smithfield Trust Co 0.00% No change 1,570 $103K
Farther Finance Advisors, LLC 0.00% Reduce -3.0% 1,579 $103K
Arlington Trust Co LLC 0.01% Add +0.5% 1,507 $99K
Mather Group, Llc. 0.00% Reduce -99.3% 1,476 $97K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.3% 1,420 $94K
Private Trust Co. NA 0.01% Add +2.2% 1,293 $85K
UMB Bank, n.a. 0.00% Reduce -6.2% 1,216 $80K
First Command Advisory Services, Inc. 0.00% No change 1,208 $80K
IFP Advisors, Inc 0.00% Reduce -38.7% 1,194 $79K
Creative Financial Designs Inc. 0.00% Add +198.5% 1,176 $78K
Ancora Advisors LLC 0.00% Add +13.8% 1,176 $78K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -6.9% 1,137 $75K
Tema ETFs LLC 0.01% No change 1,120 $74K
Allworth Financial LP 0.00% Reduce -21.0% 1,118 $74K
Larson Financial Group LLC 0.00% Add +55.9% 1,001 $66K
Addison Advisors LLC 0.01% Reduce -8.0% 993 $65K
Employees Retirement System of Texas 0.00% No change 978 $64K
Brown, Lisle/Cummings, Inc. 0.02% No change 920 $61K
Ameriflex Group, Inc. 0.02% Reduce -11.5% 726 $48K
Truvestments Capital LLC 0.01% Add +0.5% 636 $42K
Quent Capital, LLC 0.00% Reduce -10.4% 612 $40K
Essential Partners LLC 0.01% Reduce -54.2% 590 $39K
True Wealth Design, LLC 0.01% Reduce -18.3% 546 $36K
Whittier Trust Co. 0.00% No change 477 $31K
Bayforest Capital Ltd 0.03% Reduce -31.2% 449 $30K
SJS Investment Consulting Inc. 0.00% Reduce -43.8% 440 $29K
Centerpoint Advisors, LLC 0.01% No change 435 $29K
Wealth Enhancement Trust Services, Inc. 0.00% No change 427 $28K
Cary Street Partners Financial LLC 0.00% Add +18.0% 413 $27K
Root Financial Partners, LLC 0.00% Reduce -17.5% 397 $26K
Banque Cantonale Vaudoise 0.00% No change 389 $26K
Vega Investment Solutions 0.01% No change 371 $24K
TD Private Client Wealth LLC 0.00% Reduce -13.3% 371 $24K
Parkside Financial Bank & Trust 0.00% Add +8.2% 369 $24K
Groesbeck Investment Management Corp. 0.05% No change 360 $24K
Resources Management Corp. /CT/ 0.00% No change 350 $23K
Leonteq Securities AG 0.00% Add +4.7% 337 $22K
Clearstead Advisors, LLC 0.00% Reduce -60.1% 333 $22K
Loomis Sayles & Co. L P 0.00% Reduce -28.2% 326 $21K
Bank of New Hampshire 0.00% No change 320 $21K
Wolff Wiese Magana LLC 0.01% No change 319 $21K
CYBER HORNET ETFs LLC 0.01% Reduce -11.9% 312 $20K
Cromwell Holdings LLC 0.01% No change 308 $20K
Capital Advisors, Ltd. LLC 0.00% No change 304 $20K
Financial Network Wealth Advisors LLC 0.02% No change 300 $20K
Rothschild Investment LLC 0.00% Reduce -41.3% 290 $19K
CoreCap Advisors, LLC 0.00% Reduce -5.3% 286 $19K
Harbour Investments, Inc. 0.00% Add +11.3% 236 $16K
Westside Investment Management, Inc. 0.00% No change 238 $15K
Tsfg, LLC 0.00% Add +0.4% 230 $15K
Whittier Trust Co. of Nevada Inc. 0.00% No change 210 $14K
Anfield Capital Management, LLC 0.00% New 202 $13K
Salomon & Ludwin, LLC 0.00% No change 182 $12K
LRI Investments, LLC 0.00% No change 177 $12K
DT Investment Partners, LLC 0.00% No change 164 $11K
Hickory Point Bank & Trust 0.01% New 160 $11K
Anchor Investment Management, LLC 0.00% No change 160 $11K
Key Financial Inc 0.00% No change 143 $9K
Zions Bancorporation, National Association 0.00% Add +275.0% 135 $9K
True Link Financial Advisors, LLC 0.00% New 135 $9K
CVA Family Office, LLC 0.00% Add +34.7% 128 $8K
Los Angeles Capital Management LLC 0.00% Reduce -76.3% 126 $8K
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% No change 99 $7K
Fortitude Family Office, LLC 0.00% Add +74.5% 96 $6K
J.Safra Asset Management Corp 0.00% No change 92 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -47.1% 90 $6K
Farmers & Merchants Investments Inc. 0.00% No change 86 $6K
MV Capital Management, Inc. 0.00% Reduce -1.2% 83 $5K
Bell Investment Advisors, Inc 0.00% No change 81 $5K
Grove Bank & Trust 0.00% No change 79 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +541.7% 77 $5K
JPL Wealth Management, LLC 0.00% New 71 $5K
Kilter Group LLC 0.00% New 68 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 66 $4K
Aspect Partners, LLC 0.00% No change 65 $4K
Altshuler Shaham Ltd 0.00% Reduce -4.9% 58 $4K
PFS Partners, LLC 0.00% No change 58 $4K
United Financial Planning Group LLC 0.00% New 57 $4K
Clearstead Trust, LLC 0.00% Add +470.0% 57 $4K
Colonial Trust Co / SC 0.00% No change 56 $4K
Bartlett & Co. Wealth Management LLC 0.00% Add +281.3% 61 $4K
Bogart Wealth, LLC 0.00% Add +6.1% 52 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 49 $3K
Basecamp Wealth Advisors LLC 0.00% No change 48 $3K
Transamerica Financial Advisors, LLC 0.00% Add +14.6% 47 $3K
Innovative Asset Advisors Group, LLC 0.00% — 47 $3K
Owl Creek Wealth Partners LLC 0.00% — 46 $3K
Keating Financial Advisory Services, Inc. 0.00% Reduce -27.0% 46 $3K
Ascentis Wealth Management, LLC 0.00% Reduce -83.0% 44 $3K
Physician Wealth Advisors, Inc. 0.00% Add +115.0% 43 $3K
Whipplewood Advisors, LLC 0.00% New 37 $2K
Rational Advisors, Inc. 0.00% No change 37 $2K
Elevation Wealth Partners, LLC 0.00% Reduce -72.4% 35 $2K
GW&K Investment Management, LLC 0.00% Reduce -28.9% 32 $2K
Estabrook Capital Management 0.00% New 30 $2K
Torren Management, LLC 0.00% Reduce -94.0% 28 $2K
Investors Research Corp 0.00% New 24 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 23 $2K
Highline Wealth Partners LLC 0.00% New 22 $1K
Spire Wealth Management 0.00% Reduce -35.3% 22 $1K
Ascentis Independent Advisors 0.00% New 20 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -25.0% 18 $1K
Summit Securities Group LLC 0.00% Reduce -89.3% 18 $1K
AdvisorNet Financial, Inc 0.00% Add +38.5% 18 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +80.0% 18 $1K
Avion Wealth 0.00% Add +100.0% 16 $1K
Y.D. More Investments Ltd 0.00% Reduce -2.0% 4,770 $994
Raffa Wealth Management, LLC 0.00% No change 15 $989
SHP Wealth Management 0.00% Add +87.5% 15 $989
Synergy Investment Management, LLC 0.00% New 13 $858
Rialto Wealth Management, LLC 0.00% Add +33.3% 12 $792
Ares Financial Consulting, LLC 0.00% No change 11 $716
Cornerstone Financial Management LLC 0.00% No change 8 $528
Vermillion Wealth Management, Inc. 0.00% New 8 $528
HFM Investment Advisors, LLC 0.00% No change 8 $528
Caitong International Asset Management Co., Ltd 0.00% New 8 $528
TFC Financial Management, Inc. 0.00% No change 7 $464
Bruce G. Allen Investments, LLC 0.00% No change 7 $462
Dunhill Financial, LLC 0.00% Reduce -14.3% 6 $451
TopTier Wealth Management, LLC 0.00% New 6 $396
Valued Wealth Advisors LLC 0.00% Add +25.0% 5 $337
Curio Wealth, LLC 0.00% No change 5 $330
Rossby Financial, LCC 0.00% No change 5 $325
Cassaday & Co Wealth Management LLC 0.00% New 4 $264
Rakuten Securities, Inc. 0.00% Reduce -99.9% 3 $198
Atlantic Union Bankshares Corp 0.00% New 3 $198
Activest Wealth Management 0.00% Reduce -70.0% 3 $198
SOA Wealth Advisors, LLC. 0.00% No change 2 $143
Seneschal Advisors, LLC 0.00% No change 2 $132
MidFirst Bank 0.00% New 2 $132
3 Factor Indexing, LLC 0.00% — 1 $66
Quaker Wealth Management, LLC 0.00% Reduce -75.0% 1 $66
Napier Financial, LLC 0.00% New 1 $66

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