Smith (a.o.)AOS
13F holders, Q2 2026 (June 30)615holders −21
70new positions
92sold out
9famous investors
$62.70avg. 13F price*
At the end of Q2 2026, 615 institutions reported holding Smith (a.o.) Corp. (AOS) in their 13F filings, down 21 from Q1 2026. 70 opened new positions and 92 sold out. The largest holders were FMR LLC ($653.4M), BlackRock, Inc. ($505.3M) and Vanguard Capital Management LLC ($457.0M). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Smith (a.o.) Corp.
- Sector
- Consumer Discretionary
- CUSIP
- 831865209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $168.7M |
| Exits | 92 | $110.3M |
All 13F filers, Q1 2026 → Q2 2026: 16,913,817 shares bought and 10,036,359 shares sold, net +6,877,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 615 holders
| FMR LLC | 0.03% | Add +31.4% | 10,417,815 | $653.4M |
| BlackRock, Inc. | 0.01% | Add +9.5% | 8,056,801 | $505.3M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.6% | 7,286,250 | $457.0M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -0.7% | 7,051,327 | $442.3M |
| State Street Corp. | 0.01% | Add +14.3% | 6,581,486 | $412.8M |
| Invesco Ltd. | 0.03% | Add +17.0% | 5,535,312 | $347.2M |
| American Century Companies Inc. | 0.13% | Add +12.1% | 4,726,410 | $296.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -5.3% | 3,731,320 | $233.7M |
| Impax Asset Management Group plc | 1.15% | Reduce -34.2% | 2,813,713 | $176.5M |
| Morgan Stanley | 0.01% | Reduce -24.1% | 2,717,566 | $170.4M |
| ProShare Advisors LLC | 0.23% | Add +8.4% | 2,504,555 | $157.1M |
| UBS Group AG | 0.02% | Add +168.4% | 2,473,535 | $155.1M |
| First Trust Advisors LP | 0.09% | Add +6.1% | 2,301,289 | $144.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.9% | 2,035,643 | $127.7M |
| Earnest Partners LLC | 0.45% | Reduce -2.8% | 1,971,613 | $123.7M |
| Bank of America Corp. | 0.01% | Reduce -8.2% | 1,550,110 | $97.2M |
| 1832 Asset Management L.P. | 0.11% | Add +17.8% | 1,468,113 | $92.1M |
| Madison Asset Management, LLC | 1.10% | Add +28.4% | 1,466,922 | $92.0M |
| Norges Bank | 0.01% | — | 1,454,608 | $91.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.1% | 1,424,185 | $89.3M |
| River Road Asset Management, LLC | 0.94% | New | 1,346,882 | $84.5M |
| Sei Investments Co. | 0.07% | Reduce -1.1% | 1,331,425 | $83.5M |
| Talaria Asset Management Pty Ltd | 16.12% | Add +53.2% | 1,200,700 | $75.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.6% | 1,173,521 | $73.6M |
| Natixis Advisors, LLC | 0.08% | Add +6.9% | 1,157,886 | $72.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.5% | 1,151,766 | $72.2M |
| AQR Capital Management | 0.02% | Add +18.2% | 1,155,730 | $71.5M |
| Sarasin & Partners LLP | 0.82% | Reduce -6.5% | 1,122,769 | $70.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.0% | 1,088,733 | $68.3M |
| Gates Capital Management, Inc. | 2.12% | Reduce -5.3% | 1,030,321 | $64.6M |
| Caisse de depot et placement du Quebec | 0.09% | Add +12.8% | 1,023,372 | $64.2M |
| Jones Financial Companies LLLP | 0.03% | Reduce -4.8% | 1,015,428 | $62.7M |
| Nomura Asset Management Co. Ltd. | 0.12% | Reduce -6.2% | 928,489 | $58.2M |
| Wells Fargo & Company | 0.01% | Add +19.8% | 879,330 | $55.2M |
| Vest Financial, LLC | 0.56% | Add +4.9% | 855,748 | $53.7M |
| Gotham Asset Management | 0.11% | Add +165.7% | 765,609 | $48.0M |
| Royal Bank of Canada | 0.01% | Reduce -14.8% | 656,525 | $41.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -0.8% | 627,597 | $39.4M |
| Boston Trust Walden Corp | 0.28% | Reduce -44.0% | 587,999 | $36.9M |
| Legal & General Group Plc | 0.01% | Add +12.2% | 563,432 | $35.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.7% | 562,406 | $35.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +1.4% | 555,999 | $34.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.1% | 551,846 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Add +136.3% | 542,709 | $34.0M |
| Deutsche Bank AG | 0.01% | Add +22.7% | 535,130 | $33.6M |
| Welch & Forbes LLC | 0.41% | Reduce -8.2% | 532,209 | $33.4M |
| Schwartz Investment Counsel Inc. | 1.09% | Add +1.6% | 525,883 | $33.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.7% | 500,061 | $31.1M |
| Assenagon Asset Management S.A. | 0.04% | Add +5521.8% | 489,264 | $30.7M |
| Eurizon Capital SGR S.p.A. | 0.08% | Add +6.6% | 486,409 | $30.5M |
| Arbejdsmarkedets Tillaegspension | 0.66% | Add +25.3% | 485,000 | $30.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -24.0% | 461,531 | $28.9M |
| Jacobs Levy Equity Management, Inc. | 0.09% | Reduce -6.1% | 414,993 | $26.0M |
| Berkshire Asset Management LLC | 1.01% | Add +3.1% | 409,811 | $25.7M |
| SG Americas Securities, LLC | 0.01% | Add +156.3% | 408,137 | $25.6M |
| BNP Paribas Financial Markets | 0.01% | Add +136.2% | 405,093 | $25.4M |
| Pacer Advisors, Inc. | 0.07% | Add +6170.1% | 400,217 | $25.1M |
| Renaissance Technologies | 0.03% | Reduce -46.6% | 397,499 | $24.9M |
| Amundi | 0.01% | Add +239.5% | 392,209 | $24.6M |
| Nicholas Company, Inc. | 0.44% | Add +0.0% | 385,673 | $24.2M |
| Scharf Investments, LLC | 0.78% | New | 374,792 | $23.5M |
| Citadel Advisors | 0.01% | Add +286.7% | 367,207 | $23.0M |
| KBC Group NV | 0.04% | Reduce -29.4% | 322,849 | $20.2M |
| Confluence Investment Management LLC | 0.31% | Reduce -2.2% | 312,013 | $19.6M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.3% | 293,523 | $18.4M |
| Nuveen, LLC | 0.00% | Add +0.8% | 288,309 | $18.1M |
| Quantinno Capital Management LP | 0.02% | Reduce -69.2% | 280,066 | $17.6M |
| Stifel Financial Corp. | 0.01% | Add +8.0% | 276,200 | $17.3M |
| Wellington Management Group LLP | 0.00% | Reduce -18.9% | 269,474 | $16.9M |
| Citigroup Inc. | 0.01% | Add +15.1% | 269,346 | $16.9M |
| Cresset Asset Management, LLC | 0.06% | Add +4.6% | 265,742 | $16.7M |
| Alps Advisors Inc. | 0.08% | Add +3.0% | 260,288 | $16.3M |
| California Public Employees Retirement System | 0.01% | Add +7.3% | 253,301 | $15.9M |
| Robeco Schweiz AG | 0.25% | Reduce -5.9% | 253,170 | $15.9M |
| Franklin Resources Inc. | 0.00% | Reduce -4.9% | 252,422 | $15.8M |
| Rhumbline Advisers | 0.01% | Add +2.1% | 244,222 | $15.3M |
| HSBC Holdings PLC | 0.01% | Add +23.3% | 232,926 | $14.6M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -1.6% | 232,321 | $14.6M |
| Van Eck Associates Corp. | 0.01% | Add +26.6% | 226,561 | $14.2M |
| Swiss National Bank | 0.01% | Add +0.5% | 225,600 | $14.1M |
| Wedge Capital Management L L P | 0.23% | New | 224,517 | $14.1M |
| MassMutual Private Wealth & Trust, FSB | 0.36% | Reduce -3.0% | 223,196 | $14.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +12.4% | 220,220 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Add +89.1% | 214,301 | $13.4M |
| Jump Financial, LLC | 0.13% | Add +126.7% | 214,162 | $13.4M |
| Barclays PLC | 0.00% | Add +1.4% | 211,687 | $13.3M |
| Grandfield & Dodd, LLC | 0.69% | Add +133.4% | 210,330 | $13.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.3% | 208,142 | $13.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.8% | 203,210 | $12.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -22.8% | 197,328 | $12.4M |
| Baird Financial Group, Inc. | 0.02% | Add +20.1% | 190,999 | $12.0M |
| Distillate Capital Partners LLC | 0.61% | Reduce -0.5% | 186,886 | $11.7M |
| Mirova | 0.41% | Add +3.3% | 177,589 | $11.1M |
| Creative Planning | 0.01% | Add +68.6% | 173,910 | $10.9M |
| Tidal Investments LLC | 0.03% | Add +463.9% | 171,240 | $10.7M |
| Principal Financial Group Inc. | 0.01% | Add +5.2% | 166,843 | $10.5M |
| Perpetual Ltd | 0.14% | Add +5.2% | 160,162 | $10.0M |
| Prudential Financial Inc. | 0.01% | Reduce -13.3% | 156,235 | $9.8M |
| Millennium Management | 0.01% | Add +38.7% | 155,560 | $9.8M |
| Holocene Advisors, LP | 0.02% | Add +232.6% | 151,019 | $9.5M |
| &partners | 0.04% | Add +6.7% | 137,441 | $8.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 128,054 | $8.4M |
| Vident Advisory, LLC | 0.06% | Add +234.6% | 133,839 | $8.4M |
| Graham Capital Management, L.P. | 0.32% | Add +763.1% | 133,343 | $8.4M |
| Bank of Montreal | 0.00% | Add +21.5% | 130,613 | $8.2M |
| California State Teachers Retirement System | 0.01% | Reduce -4.4% | 130,307 | $8.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +270.2% | 129,800 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -21.2% | 125,998 | $7.9M |
| Truist Financial Corp. | 0.01% | Reduce -3.4% | 119,951 | $7.5M |
| Guggenheim Capital LLC | 0.05% | Add +15.4% | 117,495 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.3% | 108,671 | $7.2M |
| Teacher Retirement System of Texas | 0.02% | Reduce -2.6% | 113,747 | $7.1M |
| Patten & Patten Inc. | 0.38% | Reduce -1.8% | 113,297 | $7.1M |
| St Germain D J Co. Inc. | 0.25% | Add +30.3% | 110,841 | $7.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +11.5% | 109,926 | $6.9M |
| LPL Financial LLC | 0.00% | Add +6.7% | 109,638 | $6.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.6% | 106,038 | $6.7M |
| Quantbot Technologies LP | 0.25% | Add +70.3% | 101,123 | $6.3M |
| Yousif Capital Management, LLC | 0.07% | Reduce -5.3% | 99,619 | $6.2M |
| Pinebridge Investments LLC | 0.05% | Add +245.5% | 95,737 | $6.0M |
| Illinois Municipal Retirement Fund | 0.07% | Add +8.8% | 94,770 | $5.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +610.8% | 93,737 | $5.9M |
| Level Four Advisory Services, LLC | 0.16% | Add +3.0% | 92,610 | $5.8M |
| Reinhart Partners, Llc. | 0.13% | Reduce -10.4% | 91,963 | $5.8M |
| Benjamin Edwards Inc. | 0.05% | Reduce -0.8% | 86,901 | $5.5M |
| Fifth Third Bancorp | 0.01% | Add +80.4% | 85,060 | $5.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.1% | 84,591 | $5.3M |
| Heartland Advisors Inc. | 0.23% | Reduce -36.1% | 83,505 | $5.2M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +1128.3% | 81,052 | $5.1M |
| Berger Financial Group, Inc | 0.26% | Reduce -2.6% | 79,756 | $5.0M |
| Harvey Investment Co. LLC | 0.54% | Add +7.6% | 79,225 | $5.0M |
| Thrive Capital Management, LLC | 0.93% | Add +36.1% | 78,843 | $4.9M |
| National Bank of Canada | 0.00% | Add +226.3% | 78,882 | $4.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +7.0% | 77,176 | $4.8M |
| Hunter Perkins Capital Management, LLC | 1.08% | Reduce -0.7% | 76,501 | $4.8M |
| Willis Investment Counsel | 0.23% | Add +59.0% | 76,226 | $4.8M |
| ExodusPoint Capital Management, LP | 0.04% | Add +113.3% | 75,563 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.9% | 73,376 | $4.6M |
| Seizert Capital Partners, LLC | 0.18% | Reduce -14.5% | 71,275 | $4.5M |
| Monte Financial Group, LLC | 1.43% | Add +24.1% | 74,174 | $4.5M |
| GAMCO Investors | 0.04% | No change | 70,000 | $4.4M |
| CX Institutional | 0.13% | Add +13.9% | 69,291 | $4.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -36.3% | 68,680 | $4.3M |
| Thompson Investment Management, Inc. | 0.49% | Add +21.7% | 68,401 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.9% | 67,888 | $4.3M |
| PDT Partners, LLC | 0.22% | New | 67,780 | $4.3M |
| SummitTX Capital, L.P. | 0.11% | Add +56.4% | 66,075 | $4.1M |
| Toronto Dominion Bank | 0.01% | Add +267.9% | 64,649 | $4.1M |
| GUARDCAP ASSET MANAGEMENT Ltd | 0.28% | No change | 60,555 | $4.0M |
| Tudor Investment Corporation | 0.02% | New | 62,849 | $3.9M |
| Commerce Bank | 0.02% | Reduce -0.1% | 61,916 | $3.9M |
| Capital Fund Management S.A. | 0.03% | Add +207.9% | 60,307 | $3.8M |
| Marshall Wace, LLP | 0.00% | Reduce -70.8% | 58,588 | $3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -59.1% | 56,976 | $3.6M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -9.6% | 56,871 | $3.6M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -2.0% | 56,007 | $3.5M |
| CWA Asset Management Group, LLC | 0.11% | Add +76.2% | 54,678 | $3.4M |
| Peak Retirement Planning, Inc. | 0.54% | Add +77.6% | 54,556 | $3.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.4% | 54,060 | $3.4M |
| LBMC Investment Advisors, LLC | 0.18% | No change | 52,918 | $3.3M |
| Agf Management Ltd. | 0.01% | New | 52,876 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 51,598 | $3.2M |
| Atom Investors LP | 0.29% | New | 51,399 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +6.3% | 50,209 | $3.1M |
| Jupiter Topco LLC | 0.00% | — | 50,179 | $3.1M |
| Two Sigma Investments, LP | 0.00% | Add +17.3% | 48,900 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.4% | 48,665 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.1% | 48,538 | $3.0M |
| FourThought Financial Partners, LLC | 0.23% | Add +7.7% | 48,195 | $3.0M |
| Johnson Investment Counsel Inc. | 0.02% | Add +2.9% | 48,030 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -47.2% | 47,886 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -36.1% | 47,522 | $3.0M |
| KLP Kapitalforvaltning As | 0.01% | No change | 47,200 | $3.0M |
| Clark Estates Inc. | 0.67% | New | 46,000 | $2.9M |
| Atwater Malick LLC | 0.63% | Reduce -6.9% | 45,845 | $2.9M |
| Natixis | 0.01% | Add +593.0% | 44,886 | $2.8M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -51.6% | 43,906 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +14.3% | 43,002 | $2.7M |
| Lafayette Investments, Inc. | 0.50% | Reduce -7.0% | 42,940 | $2.7M |
| Marietta Investment Partners LLC | 0.46% | No change | 42,392 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.9% | 41,938 | $2.6M |
| Stance Capital LLC | 0.80% | New | 41,757 | $2.6M |
| Stanley-Laman Group, Ltd. | 0.25% | Reduce -2.8% | 39,991 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -21.9% | 39,794 | $2.5M |
| Voya Investment Management LLC | 0.00% | Add +0.6% | 39,629 | $2.5M |
| CIBC Asset Management Inc | 0.01% | Reduce -91.8% | 39,244 | $2.4M |
| Bridgewater Associates | 0.01% | New | 36,505 | $2.3M |
| Schroder Investment Management Group | 0.00% | Reduce -74.8% | 36,097 | $2.2M |
| Hennessy Advisors Inc. | 0.07% | New | 35,107 | $2.2M |
| Kornitzer Capital Management Inc. | 0.05% | Reduce -1.7% | 34,652 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 34,605 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 34,039 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +18.2% | 33,468 | $2.1M |
| IFG Advisory, LLC | 0.07% | New | 33,429 | $2.1M |
| Axq Capital, LP | 0.23% | Add +201.3% | 33,388 | $2.1M |
| Credit Agricole S A | 0.01% | Add +8.1% | 33,313 | $2.1M |
| Cibc World Market Inc. | 0.00% | New | 33,153 | $2.1M |
| GHP Investment Advisors, Inc. | 0.08% | Add +0.0% | 32,959 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.6% | 32,391 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | New | 32,384 | $2.0M |
| BLI - Banque de Luxembourg Investments | 0.07% | Reduce -67.2% | 32,860 | $2.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +12.2% | 32,835 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Reduce -0.1% | 31,964 | $2.0M |
| Czech National Bank | 0.01% | Add +4.1% | 31,870 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -85.7% | 31,556 | $2.0M |
| Occudo Quantitative Strategies LP | 0.10% | Reduce -41.5% | 31,454 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -0.4% | 31,022 | $1.9M |
| Precedent Wealth Partners, LLC | 0.31% | Add +7.0% | 29,628 | $1.9M |
| Fairtree Asset Management (Pty) Ltd | 0.71% | Add +51.3% | 29,539 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -95.8% | 29,334 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +16.5% | 29,089 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -2.4% | 28,633 | $1.8M |
| Inspire Investing, LLC | 0.07% | Add +15.5% | 28,445 | $1.8M |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +0.6% | 28,369 | $1.8M |
| Aquatic Capital Management LLC | 0.06% | Add +281.8% | 28,215 | $1.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -73.4% | 27,713 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Reduce -19.5% | 27,474 | $1.7M |
| Man Group plc | 0.00% | Reduce -67.4% | 27,294 | $1.7M |
| GMO | 0.00% | New | 26,644 | $1.7M |
| Handelsbanken Fonder AB | 0.00% | Reduce -8.4% | 26,100 | $1.6M |
| Weaver C. Barksdale & Associates, Inc. | 1.45% | Reduce -0.1% | 25,815 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.6% | 25,609 | $1.6M |
| King Luther Capital Management Corp. | 0.01% | Reduce -4.8% | 25,600 | $1.6M |
| Oak Thistle LLC | 0.15% | Reduce -37.7% | 25,242 | $1.6M |
| Nomura Holdings Inc. | 0.01% | Add +110.5% | 25,131 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.1% | 24,768 | $1.6M |
| Siemens Fonds Invest GmbH | 0.08% | No change | 24,751 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.6% | 24,730 | $1.6M |
| Exchange Traded Concepts, LLC | 0.01% | Add +60.8% | 24,435 | $1.5M |
| Freedom Day Solutions, LLC | 0.33% | Reduce -1.6% | 24,024 | $1.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -65.0% | 23,982 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +14.6% | 23,929 | $1.5M |
| Eukles Asset Management | 0.62% | Reduce -5.5% | 23,775 | $1.5M |
| Cardinal Capital Management | 0.18% | Add +15.4% | 23,728 | $1.5M |
| Retirement Systems of Alabama | 0.00% | Reduce -1.5% | 23,522 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +2.5% | 23,247 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.6% | 23,572 | $1.4M |
| Sierra Legacy Group | 1.08% | Add +15.0% | 22,196 | $1.4M |
| Allianz SE | 0.01% | No change | 21,416 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Add +43.3% | 21,025 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | New | 21,003 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -1.8% | 20,950 | $1.3M |
| Gabelli Funds LLC | 0.01% | No change | 20,800 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +30.0% | 20,730 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +79.5% | 20,544 | $1.3M |
| Machina Capital S.A.S. | 0.20% | Add +92.2% | 19,969 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -34.2% | 19,925 | $1.2M |
| Trust Co. of Toledo NA | 0.10% | Add +1.8% | 19,740 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.2% | 19,686 | $1.2M |
| MOKAN Wealth Management Inc. | 0.47% | Add +7.0% | 19,538 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.3% | 19,391 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +2.0% | 19,010 | $1.2M |
| Lionshead Wealth Management, LLC | 0.77% | No change | 18,976 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +0.6% | 18,820 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -9.3% | 18,695 | $1.2M |
| Regents Gate Capital LLP | 1.52% | Reduce -93.1% | 18,225 | $1.1M |
| Woodline Partners LP | 0.00% | Add +2.4% | 18,047 | $1.1M |
| Hillsdale Investment Management Inc. | 0.03% | Reduce -72.5% | 18,040 | $1.1M |
| Erste Asset Management GmbH | 0.01% | Reduce -5.2% | 18,200 | $1.1M |
| TD Asset Management Inc | 0.00% | Reduce -9.3% | 17,780 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 17,513 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -50.6% | 17,377 | $1.1M |
| Zurich Insurance Group Ltd | 0.01% | No change | 17,300 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 17,148 | $1.1M |
| Brindle & Bay Financial Advisors, LLC | 0.53% | Add +49.2% | 16,998 | $1.1M |
| Utah Retirement Systems | 0.01% | Reduce -10.0% | 16,962 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Add +26.4% | 16,588 | $1.0M |
| XTX Topco Ltd | 0.01% | Reduce -44.3% | 16,532 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.07% | New | 16,376 | $1.0M |
| NEOS Investment Management LLC | 0.00% | Add +6.4% | 16,361 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -30.1% | 16,067 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 16,002 | $1.0M |
| OP Asset Management Ltd | 0.01% | No change | 15,942 | $1000K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.7% | 15,541 | $975K |
| New York Life Investment Management LLC | 0.01% | Reduce -0.1% | 15,389 | $965K |
| Empirical Finance, LLC | 0.04% | Add +228.6% | 14,643 | $918K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -50.0% | 14,633 | $918K |
| Parvin Asset Management, LLC | 0.73% | Reduce -2.7% | 14,520 | $911K |
| Crawford Investment Counsel Inc. | 0.02% | Reduce -21.0% | 14,491 | $909K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.8% | 14,313 | $898K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.5% | 14,150 | $887K |
| EDENTREE ASSET MANAGEMENT Ltd | 0.27% | No change | 14,100 | $884K |
| Applied Capital LLC | 0.59% | Reduce -1.8% | 14,002 | $878K |
| Huntington National Bank | 0.01% | Reduce -1.9% | 13,994 | $878K |
| Chicago Capital, LLC | 0.02% | Add +32.0% | 13,947 | $875K |
| Allstate Corp. | 0.01% | Add +10.4% | 13,943 | $875K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +7.8% | 13,852 | $869K |
| ING Groep NV | 0.00% | New | 13,766 | $863K |
| SlateStone Wealth, LLC | 0.07% | Add +1.9% | 13,740 | $862K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.5% | 13,401 | $840K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -7.5% | 13,382 | $839K |
| Global X Japan Co., Ltd. | 0.03% | Add +9.4% | 13,365 | $838K |
| denkapparat Operations GmbH | 0.27% | Add +33.5% | 13,144 | $824K |
| Empowered Funds, LLC | 0.00% | Reduce -57.7% | 13,138 | $824K |
| Neuberger Berman Group LLC | 0.00% | Reduce -50.4% | 12,865 | $807K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.9% | 12,806 | $803K |
| MML Investors Services, LLC | 0.00% | Add +6.8% | 12,603 | $790K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +17.5% | 12,406 | $778K |
| Wedbush Securities Inc. | 0.02% | Add +2.3% | 12,408 | $778K |
| Xponance LLC | 0.00% | Reduce -0.4% | 12,239 | $768K |
| Caxton Associates LLP | 0.01% | New | 12,105 | $759K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +27.9% | 11,982 | $752K |
| Ridgewood Investments LLC | 0.28% | Add +43.7% | 11,982 | $752K |
| Rakuten Investment Management, Inc. | 0.00% | Add +7.2% | 11,871 | $732K |
| Dean Investment Associates, LLC | 0.10% | Reduce -2.6% | 11,632 | $730K |
| Bank of Nova Scotia | 0.00% | Add +51.9% | 11,616 | $729K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.5% | 11,541 | $724K |
| United Asset Strategies, Inc. | 0.05% | Add +8.5% | 11,424 | $717K |
| Centiva Capital, LP | 0.02% | New | 11,397 | $715K |
| Morningstar Investment Management LLC | 0.04% | No change | 10,461 | $690K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.9% | 10,971 | $688K |
| Rafferty Asset Management, LLC | 0.00% | Add +47.9% | 10,832 | $679K |
| Navigation Group, LLC | 0.13% | No change | 10,811 | $678K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -63.9% | 10,108 | $634K |
| Impact Partnership Wealth, LLC | 0.06% | New | 10,029 | $629K |
| Cardiff Park Advisors, LLC | 0.05% | Add +13.7% | 10,000 | $627K |
| John G Ullman & Associates Inc. | 0.08% | Reduce -9.9% | 10,000 | $627K |
| WINTON GROUP Ltd | 0.02% | New | 9,700 | $608K |
| Storebrand Asset Management As | 0.00% | Add +13.5% | 9,662 | $606K |
| iA Global Asset Management Inc. | 0.01% | Add +17.5% | 9,618 | $603K |
| Aberdeen Group plc | 0.00% | Reduce -23.5% | 9,577 | $601K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -13.8% | 9,559 | $600K |
| Azzad Asset Management Inc. | 0.05% | Reduce -65.7% | 9,532 | $598K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -30.6% | 9,442 | $592K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -29.4% | 9,425 | $591K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 9,320 | $585K |
| Larson Financial Group LLC | 0.02% | Add +818.4% | 9,193 | $577K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +1.6% | 9,145 | $574K |
| Stoneridge Investment Partners LLC | 0.38% | New | 9,510 | $572K |
| D.A. Davidson & Co. | 0.00% | Add +3.6% | 9,073 | $569K |
| Blue Trust, Inc. | 0.01% | Reduce -3.4% | 8,891 | $558K |
| Frec Markets, Inc. | 0.05% | Add +72.3% | 8,883 | $557K |
| Linden Thomas Advisory Services, LLC | 0.04% | Reduce -0.1% | 8,778 | $551K |
| Mizuho Securities USA LLC | 0.01% | Add +29.0% | 8,766 | $550K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -71.8% | 8,740 | $548K |
| IFP Advisors, Inc | 0.01% | Add +629.5% | 8,710 | $546K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.8% | 8,663 | $543K |
| Resonant Capital Advisors, LLC | 0.03% | Add +8.8% | 8,626 | $541K |
| Intrua Financial, LLC | 0.05% | New | 8,564 | $537K |
| Capital Investment Counsel, Inc | 0.06% | New | 8,460 | $531K |
| Gallacher Capital Management LLC | 0.30% | New | 8,447 | $530K |
| MAI Capital Management | 0.00% | Add +11.6% | 8,442 | $530K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -32.0% | 8,394 | $526K |
| Davis Investment Partners, LLC | 0.16% | Add +1.1% | 8,382 | $526K |
| Capula Management Ltd | 0.00% | Add +35.6% | 8,150 | $511K |
| CI Investments Inc. | 0.00% | Add +44.0% | 7,894 | $495K |
| Quadcap Wealth Management, LLC | 0.05% | Add +5.2% | 7,700 | $483K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -65.2% | 7,582 | $476K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +3.5% | 7,530 | $472K |
| BTG Pactual Asset Management US LLC | 0.04% | Add +87.2% | 7,464 | $468K |
| Independent Advisor Alliance | 0.01% | Add +10.5% | 7,459 | $468K |
| Aviva PLC | 0.00% | Reduce -50.3% | 7,452 | $467K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -10.4% | 7,383 | $463K |
| AdvisorShares Investments LLC | 0.05% | No change | 7,138 | $448K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -0.6% | 7,115 | $446K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +15.2% | 7,113 | $446K |
| Gradient Investments LLC | 0.01% | Reduce -0.5% | 6,840 | $429K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -13.9% | 6,748 | $426K |
| M&T Bank Corp | 0.00% | Add +1.9% | 6,636 | $416K |
| Mattson Financial Services, LLC | 0.09% | No change | 6,840 | $414K |
| DNB Asset Management AS | 0.00% | No change | 6,506 | $408K |
| AlphaGrep UK Ltd | 0.12% | New | 6,502 | $408K |
| Norinchukin Bank, The | 0.00% | Add +23.2% | 6,434 | $404K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -48.2% | 6,421 | $403K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -29.3% | 6,346 | $398K |
| Blueshift Asset Management, LLC | 0.09% | New | 6,274 | $394K |
| Buckhead Capital Management LLC | 0.13% | No change | 6,243 | $392K |
| Greenleaf Trust | 0.00% | Add +19.2% | 6,209 | $389K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -27.2% | 6,177 | $387K |
| CenterBook Partners LP | 0.02% | Reduce -15.0% | 6,171 | $387K |
| Hartford Investment Management Co. | 0.01% | Reduce -4.0% | 6,089 | $382K |
| Bantamac Capital, LLC | 0.27% | No change | 6,000 | $376K |
| W.H. Cornerstone Investments Inc. | 0.21% | Add +67.5% | 5,980 | $375K |
| US Bancorp \de | 0.00% | Reduce -57.9% | 5,831 | $366K |
| Signaturefd, LLC | 0.00% | Add +23.1% | 5,818 | $365K |
| Evolve Private Wealth, LLC | 0.02% | New | 5,807 | $364K |
| Carlson Financial, Inc. | 0.18% | Reduce -13.3% | 5,758 | $361K |
| Louisiana State Employees Retirement System | 0.01% | No change | 5,700 | $358K |
| V-Square Quantitative Management LLC | 0.03% | Add +29.1% | 5,618 | $352K |
| Oakmont Advisory Group, LLC | 0.30% | Add +31.4% | 5,617 | $352K |
| New Mexico Educational Retirement Board | 0.01% | Add +5.7% | 5,550 | $348K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,539 | $347K |
| Arax Advisory Partners | 0.00% | New | 5,524 | $346K |
| Revisor Wealth Management LLC | 0.08% | Reduce -11.5% | 5,424 | $340K |
| Alan B Lancz & Associates, Inc. | 0.29% | No change | 5,400 | $339K |
| KLCM Advisors, Inc. | 0.03% | No change | 5,400 | $339K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -38.7% | 5,337 | $335K |
| Penserra Capital Management LLC | 0.00% | Reduce -77.6% | 5,206 | $325K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -10.4% | 5,173 | $324K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -32.6% | 5,168 | $324K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.1% | 5,134 | $322K |
| Asset Management One Co., Ltd. | 0.00% | Add +12.1% | 5,125 | $321K |
| Mgo One Seven LLC | 0.01% | New | 5,064 | $318K |
| Macquarie Group Ltd. | 0.00% | Add +35.6% | 5,032 | $314K |
| Horizon Investments, LLC | 0.00% | Add +16.6% | 5,002 | $312K |
| Edgestream Partners, L.P. | 0.01% | Reduce -93.1% | 4,912 | $308K |
| Capital Investment Advisors, LLC | 0.00% | Add +31.2% | 4,857 | $305K |
| Ameritas Advisory Services, LLC | 0.01% | Add +42.3% | 4,848 | $304K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.4% | 4,819 | $302K |
| GW Henssler & Associates Ltd. | 0.01% | Add +21.9% | 4,789 | $300K |
| Foster Group, Inc. | 0.01% | Reduce -2.3% | 4,748 | $298K |
| Faithward Advisors, LLC | 0.04% | Reduce -22.8% | 4,739 | $297K |
| Brookstone Capital Management | 0.00% | New | 4,728 | $297K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 4,720 | $296K |
| Foyston, Gordon & Payne Inc | 0.06% | Reduce -86.7% | 4,710 | $295K |
| Annandale Capital, LLC | 0.04% | New | 4,700 | $295K |
| Cullen Capital Management, LLC | 0.00% | Add +7.8% | 4,701 | $295K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -48.1% | 4,697 | $295K |
| RMR Wealth Builders | 0.02% | Reduce -0.4% | 4,673 | $293K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -34.6% | 4,618 | $290K |
| Apollon Wealth Management, LLC | 0.00% | New | 4,542 | $285K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -5.0% | 4,542 | $285K |
| Simmons Bank | 0.02% | No change | 4,500 | $282K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.8% | 4,493 | $282K |
| MUFG Securities EMEA plc | 0.00% | Reduce -4.5% | 4,403 | $276K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -12.2% | 4,404 | $274K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 4,344 | $272K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +5479.2% | 4,296 | $269K |
| Plus Group Wealth Advisors LLC | 0.25% | Reduce -6.1% | 4,290 | $269K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Add +5.6% | 4,180 | $262K |
| Praxis Investment Management Inc. | 0.01% | New | 4,181 | $262K |
| Prospera Financial Services Inc | 0.00% | Add +1.4% | 4,135 | $259K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -25.0% | 4,085 | $256K |
| Three Magnolias Financial Advisors, LLC | 0.14% | No change | 4,000 | $251K |
| Sound Financial Strategies Group, LLC | 0.16% | Add +10.4% | 3,984 | $250K |
| Plan Group Financial, LLC | 0.05% | New | 3,964 | $249K |
| Certuity, LLC | 0.01% | Reduce -54.0% | 3,918 | $246K |
| Florida Financial Advisors, LLC | 0.04% | Add +12.3% | 3,913 | $245K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -10.6% | 3,900 | $245K |
| Quarry LP | 0.04% | Reduce -7.8% | 3,881 | $243K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -91.7% | 3,878 | $243K |
| FIL Ltd | 0.00% | New | 3,866 | $242K |
| State of Wyoming | 0.02% | Add +43.0% | 3,848 | $241K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 3,696 | $232K |
| Hardy Reed LLC | 0.01% | Add +1.3% | 3,668 | $230K |
| Claret Asset Management Corp | 0.02% | New | 3,658 | $229K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 3,641 | $228K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -1.2% | 3,613 | $227K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -7.7% | 3,600 | $226K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -0.2% | 3,590 | $225K |
| Savvy Advisors, Inc. | 0.00% | Reduce -41.3% | 3,576 | $224K |
| PAX Financial Group, LLC | 0.03% | Reduce -5.4% | 3,566 | $224K |
| GeoWealth Management, LLC | 0.01% | Reduce -14.8% | 3,539 | $222K |
| DAVENPORT & Co LLC | 0.00% | Reduce -18.4% | 3,538 | $222K |
| Stephens Inc. | 0.00% | New | 3,512 | $220K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -15.0% | 3,473 | $218K |
| Jane Street Group, LLC | 0.00% | New | 3,446 | $216K |
| Talon Private Wealth, LLC | 0.03% | New | 3,436 | $216K |
| Sovran Advisors, LLC | 0.02% | Add +0.7% | 3,337 | $214K |
| ELCO Management Co., LLC | 0.09% | New | 3,380 | $212K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 3,378 | $212K |
| Mufg Securities Americas Inc. | 0.01% | Add +8.4% | 3,372 | $211K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.8% | 3,362 | $211K |
| HUB Investment Partners, LLC | 0.00% | Reduce -46.0% | 3,286 | $206K |
| Armistice Capital, LLC | 0.01% | New | 3,243 | $203K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -19.0% | 3,236 | $203K |
| Hudock, Inc. | 0.03% | Add +0.6% | 3,231 | $203K |
| HB Wealth Management, LLC | 0.00% | Reduce -24.9% | 3,216 | $202K |
| Private Advisor Group, LLC | 0.00% | Reduce -51.3% | 3,202 | $201K |
| GAMMA Investing LLC | 0.01% | Reduce -44.0% | 3,196 | $200K |
| Compound Planning, Inc. | 0.01% | Reduce -6.9% | 3,194 | $200K |
| Assetmark, Inc. | 0.00% | Add +8.9% | 2,896 | $182K |
| Bessemer Group Inc. | 0.00% | Reduce -22.7% | 2,853 | $180K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,986 | $176K |
| Federated Hermes, Inc. | 0.00% | Add +20.0% | 2,770 | $174K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 2,745 | $172K |
| Mather Group, Llc. | 0.00% | Add +77.1% | 2,614 | $164K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,610 | $161K |
| Nykredit A/S | 0.00% | — | 2,562 | $161K |
| Versant Capital Management, Inc | 0.01% | Reduce -17.7% | 2,545 | $160K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 2,500 | $157K |
| Parallel Advisors, LLC | 0.00% | Add +10.9% | 2,409 | $151K |
| American National Bank & Trust | 0.01% | Add +21.2% | 2,357 | $148K |
| STRS Ohio | 0.00% | Reduce -13.3% | 2,356 | $148K |
| South Dakota Investment Council | 0.00% | No change | 2,300 | $144K |
| Global Retirement Partners, LLC | 0.00% | — | 2,165 | $136K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -65.8% | 2,119 | $133K |
| MCF Advisors LLC | 0.00% | Reduce -47.0% | 2,072 | $130K |
| FNY Investment Advisers, LLC | 0.05% | No change | 2,000 | $125K |
| PEAK6 LLC | 0.00% | Reduce -94.0% | 1,982 | $124K |
| First Horizon Corp. | 0.00% | No change | 1,932 | $121K |
| Centaurus Financial, Inc. | 0.00% | New | 1,783 | $112K |
| Optiver Holding B.V. | 0.00% | New | 1,778 | $112K |
| Covestor Ltd | 0.06% | Add +2.5% | 1,762 | $111K |
| Creative Financial Designs Inc. | 0.01% | Add +49.0% | 1,752 | $110K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -20.3% | 1,585 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.0% | 1,519 | $95K |
| Arlington Trust Co LLC | 0.01% | No change | 1,507 | $95K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 1,355 | $85K |
| Private Trust Co. NA | 0.01% | Add +2.3% | 1,323 | $83K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +11.4% | 1,267 | $79K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,208 | $76K |
| Essential Partners LLC | 0.03% | Add +99.8% | 1,179 | $74K |
| UMB Bank, n.a. | 0.00% | Reduce -7.8% | 1,121 | $70K |
| Tema ETFs LLC | 0.00% | No change | 1,120 | $70K |
| Employees Retirement System of Texas | 0.00% | No change | 978 | $61K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 920 | $58K |
| Smithfield Trust Co | 0.00% | Reduce -44.3% | 874 | $54K |
| Truvestments Capital LLC | 0.01% | Add +31.3% | 835 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.5% | 813 | $51K |
| Allworth Financial LP | 0.00% | Reduce -31.0% | 771 | $48K |
| Ameriflex Group, Inc. | 0.02% | Add +5.0% | 762 | $48K |
| True Wealth Design, LLC | 0.01% | Add +34.4% | 734 | $46K |
| Addison Advisors LLC | 0.02% | Reduce -31.4% | 681 | $43K |
| SJS Investment Consulting Inc. | 0.00% | Add +46.8% | 646 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Add +74.3% | 643 | $40K |
| Clearstead Advisors, LLC | 0.00% | Add +92.5% | 641 | $40K |
| Cary Street Partners Financial LLC | 0.00% | Add +41.6% | 585 | $37K |
| Advisors Asset Management, Inc. | 0.00% | New | 538 | $34K |
| Whittier Trust Co. | 0.00% | No change | 477 | $30K |
| Caldwell Trust Co | 0.00% | New | 474 | $30K |
| Centerpoint Advisors, LLC | 0.01% | No change | 435 | $27K |
| Quantum Portfolio Management LLC | 0.01% | New | 394 | $25K |
| Clearstead Trust, LLC | 0.00% | Add +587.7% | 392 | $25K |
| Quent Capital, LLC | 0.00% | Reduce -36.8% | 387 | $24K |
| Allied Private Wealth LLC | 0.01% | — | 363 | $22K |
| Index Technologies Group LLC | 0.02% | New | 340 | $21K |
| Bank of New Hampshire | 0.00% | No change | 320 | $20K |
| Wolff Wiese Magana LLC | 0.01% | No change | 319 | $20K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -19.8% | 312 | $20K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -1.6% | 307 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 304 | $19K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 300 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +16.9% | 276 | $17K |
| CVA Family Office, LLC | 0.00% | Add +110.9% | 270 | $17K |
| Westfuller Advisors, LLC | 0.01% | New | 268 | $17K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -41.0% | 252 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 238 | $15K |
| Cromwell Holdings LLC | 0.01% | Reduce -26.0% | 228 | $14K |
| Rothschild Investment LLC | 0.00% | Reduce -24.1% | 220 | $14K |
| Elevation Wealth Partners, LLC | 0.00% | Add +485.7% | 205 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.6% | 190 | $12K |
| LRI Investments, LLC | 0.00% | Add +5.1% | 186 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +709.1% | 178 | $11K |
| TD Private Client Wealth LLC | 0.00% | Reduce -53.6% | 172 | $11K |
| Hickory Point Bank & Trust | 0.01% | No change | 160 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 160 | $10K |
| Fulcrum Asset Management LLP | 0.00% | New | 148 | $9K |
| Security National Bank of So Dak | 0.00% | New | 145 | $9K |
| Key Financial Inc | 0.00% | No change | 143 | $9K |
| Aspect Partners, LLC | 0.00% | Add +110.8% | 137 | $9K |
| Fiduciary Financial Advisors | 0.00% | New | 133 | $8K |
| Los Angeles Capital Management LLC | 0.00% | No change | 126 | $8K |
| Activest Wealth Management | 0.00% | Add +3833.3% | 118 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 116 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 99 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.8% | 97 | $6K |
| Park Place Capital Corp | 0.00% | New | 90 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 86 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -1.2% | 82 | $5K |
| Grove Bank & Trust | 0.00% | No change | 79 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +41.1% | 79 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -20.8% | 76 | $5K |
| Ancora Advisors LLC | 0.00% | Reduce -93.5% | 76 | $5K |
| Altshuler Shaham Ltd | 0.00% | Add +29.3% | 75 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -27.4% | 74 | $5K |
| Towne Trust Company, N.A | 0.00% | New | 68 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +42.5% | 67 | $4K |
| Leonteq Securities AG | 0.00% | Reduce -80.1% | 67 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 66 | $4K |
| Groesbeck Investment Management Corp. | 0.01% | Reduce -83.3% | 60 | $4K |
| PFS Partners, LLC | 0.00% | No change | 58 | $4K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +18.8% | 57 | $4K |
| Rational Advisors, Inc. | 0.00% | Add +48.6% | 55 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.8% | 49 | $3K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 46 | $3K |
| Sachetta, LLC | 0.00% | New | 40 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -71.1% | 39 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 37 | $2K |
| Summit Securities Group LLC | 0.00% | Add +105.6% | 37 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 36 | $2K |
| Asset Dedication, LLC | 0.00% | New | 36 | $2K |
| Rossby Financial, LCC | 0.00% | Add +560.0% | 33 | $2K |
| Kilter Group LLC | 0.00% | Reduce -54.4% | 31 | $2K |
| Torren Management, LLC | 0.00% | No change | 28 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +237.5% | 27 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -41.9% | 25 | $2K |
| Investors Research Corp | 0.00% | No change | 24 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 24 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 23 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -48.6% | 19 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 18 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -60.9% | 18 | $1K |
| SHP Wealth Management | 0.00% | Add +13.3% | 17 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +112.5% | 17 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Add +13.3% | 17 | $1K |
| Y.D. More Investments Ltd | 0.00% | Add +5.3% | 5,022 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 16 | $1K |
| Avion Wealth | 0.00% | Add +6.3% | 17 | $1K |
| GW&K Investment Management, LLC | 0.00% | Reduce -43.8% | 18 | $1K |
| Ares Financial Consulting, LLC | 0.00% | No change | 11 | $690 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -82.0% | 11 | $690 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -87.7% | 10 | $628 |
| Spire Wealth Management | 0.00% | Reduce -54.5% | 10 | $615 |
| Cornerstone Financial Management LLC | 0.00% | Add +12.5% | 9 | $564 |
| TFC Financial Management, Inc. | 0.00% | No change | 7 | $442 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -66.7% | 6 | $376 |
| Planning Strategies Inc. | 0.00% | — | 6 | $376 |
| Tidemark, LLC | 0.00% | New | 6 | $376 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -20.0% | 4 | $257 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -42.9% | 4 | $251 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 4 | $251 |
| DecisionPoint Financial, LLC | 0.00% | New | 4 | $249 |
| Rakuten Securities, Inc. | 0.00% | No change | 3 | $188 |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $178 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $137 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $126 |
| S&T Bank | 0.00% | New | 2 | $125 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $125 |
| MidFirst Bank | 0.00% | No change | 2 | $125 |
| Dunhill Financial, LLC | 0.00% | Reduce -83.3% | 1 | $95 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $63 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 1 | $54 |
| Navigoe, LLC | 0.00% | New | 3 | $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.