AptargroupATR
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 546 institutions reported holding Aptargroup Inc. (ATR) in their 13F filings, up 40 from Q4 2025. 83 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($766.6M), State Farm Mutual Automobile Insurance Co. ($597.9M) and Vanguard Portfolio Management LLC ($474.8M). 9 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Aptargroup Inc.
- CUSIP
- 038336103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $106.7M |
| Exits | 45 | $75.0M |
All 13F filers, Q4 2025 → Q1 2026: 4,873,135 shares bought and 4,725,667 shares sold, net +147,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 546 holders
| BlackRock, Inc. | 0.01% | Add +0.6% | 6,083,518 | $766.6M |
| State Farm Mutual Automobile Insurance Co. | 0.47% | No change | 4,744,564 | $597.9M |
| Vanguard Portfolio Management LLC | 0.02% | — | 3,767,772 | $474.8M |
| Morgan Stanley | 0.03% | Reduce -16.6% | 3,375,796 | $425.4M |
| Vanguard Capital Management LLC | 0.01% | — | 2,885,297 | $363.6M |
| State Street Corp. | 0.01% | Reduce -0.3% | 2,784,539 | $350.9M |
| Victory Capital Management Inc. | 0.20% | Add +5.6% | 2,418,884 | $304.8M |
| Geode Capital Management, LLC | 0.01% | Add +4.6% | 1,694,075 | $213.5M |
| Dimensional Fund Advisors LP | 0.04% | Add +15.7% | 1,504,473 | $189.6M |
| Boston Trust Walden Corp | 1.40% | Reduce -4.6% | 1,349,489 | $170.1M |
| Fiduciary Management Inc. | 1.96% | Add +0.4% | 1,252,338 | $157.8M |
| AQR Capital Management | 0.07% | Add +45.7% | 1,229,278 | $153.7M |
| River Road Asset Management, LLC | 1.68% | Add +28.3% | 1,177,003 | $148.3M |
| Neuberger Berman Group LLC | 0.11% | Add +4.8% | 1,174,537 | $148.0M |
| Northern Trust Corp. | 0.02% | Add +0.3% | 1,067,765 | $134.6M |
| FMR LLC | 0.01% | Add +2.5% | 1,028,151 | $129.6M |
| London Co. of Virginia | 0.64% | Reduce -8.9% | 828,780 | $104.4M |
| Mawer Investment Management Ltd. | 0.54% | Reduce -68.0% | 657,273 | $82.8M |
| Williams Jones Wealth Management, LLC. | 0.91% | Reduce -2.7% | 587,336 | $74.0M |
| Federated Hermes, Inc. | 0.11% | Add +2.7% | 559,848 | $70.6M |
| First Trust Advisors LP | 0.05% | Add +42.5% | 538,554 | $67.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.8% | 505,503 | $63.7M |
| Bank of America Corp. | 0.00% | Add +7.2% | 485,718 | $61.2M |
| D. E. Shaw & Co. | 0.05% | Add +144.5% | 481,958 | $60.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.3% | 464,880 | $58.6M |
| Crawford Investment Counsel Inc. | 0.88% | Add +12.1% | 408,536 | $51.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 398,985 | $50.3M |
| Schwartz Investment Counsel Inc. | 1.73% | Add +0.9% | 387,160 | $48.8M |
| Brown Brothers Harriman & Co. | 0.24% | Add +8.1% | 358,102 | $45.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.4% | 359,799 | $44.4M |
| Atlas FRM LLC | 2.89% | New | 350,000 | $44.1M |
| Quantinno Capital Management LP | 0.07% | Add +562.8% | 348,929 | $44.0M |
| Reynders McVeigh Capital Management, LLC | 2.00% | Add +1.9% | 314,216 | $39.6M |
| Schroder Investment Management Group | 0.03% | Add +1300.7% | 281,827 | $34.8M |
| Balyasny Asset Management L.P. | 0.07% | Add +213.2% | 271,589 | $34.2M |
| Millennium Management | 0.03% | Add +22.7% | 260,808 | $32.9M |
| GMO | 0.08% | Add +11.1% | 256,585 | $32.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +99.1% | 252,285 | $31.8M |
| Raymond James Financial Inc. | 0.01% | Add +33.3% | 244,243 | $30.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +41.3% | 230,345 | $29.0M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 225,904 | $28.5M |
| Acadian Asset Management LLC | 0.04% | Reduce -19.3% | 218,995 | $27.6M |
| Hemenway Trust Co LLC | 2.21% | Reduce -8.3% | 217,872 | $27.5M |
| ProShare Advisors LLC | 0.04% | Reduce -18.6% | 206,764 | $26.1M |
| Rhumbline Advisers | 0.02% | Add +1.6% | 199,430 | $25.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +10.6% | 190,529 | $24.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.7% | 188,215 | $23.7M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -5.4% | 187,550 | $23.6M |
| Cornerstone Capital, Inc. | 2.31% | Add +25.0% | 183,499 | $23.1M |
| Invesco Ltd. | 0.00% | Reduce -12.4% | 177,189 | $22.3M |
| MetLife Investment Management, LLC | 0.11% | Add +18.9% | 177,129 | $22.3M |
| Corient Private Wealth LP | 0.03% | Add +144.7% | 176,836 | $22.3M |
| Renaissance Technologies | 0.03% | Add +20.3% | 172,800 | $21.8M |
| Nomura Asset Management International Inc. | 0.04% | Reduce -10.2% | 162,550 | $20.5M |
| Nuance Investments, LLC | 2.73% | Reduce -37.4% | 155,423 | $19.6M |
| Deutsche Bank AG | 0.01% | Add +8.6% | 153,563 | $19.4M |
| Jones Financial Companies LLLP | 0.01% | Add +1795.8% | 158,171 | $19.3M |
| Natixis Advisors, LLC | 0.03% | Add +18.2% | 151,934 | $19.1M |
| AE Wealth Management LLC | 0.10% | Reduce -54.7% | 151,735 | $19.1M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -45.5% | 150,834 | $19.0M |
| Boston Family Office LLC | 1.26% | Reduce -4.8% | 149,972 | $18.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.8% | 143,728 | $18.1M |
| Handelsbanken Fonder AB | 0.06% | Add +2.2% | 141,230 | $17.8M |
| Copeland Capital Management, LLC | 0.40% | Add +3.8% | 140,932 | $17.8M |
| Nicholas Company, Inc. | 0.35% | Reduce -0.2% | 139,565 | $17.6M |
| Howard Capital Management Group, LLC | 1.15% | Add +4.2% | 136,927 | $17.3M |
| Mountain Pacific Investment Advisers LLC | 2.83% | Reduce -2.3% | 131,282 | $16.5M |
| Aristotle Capital Boston, LLC | 1.02% | Reduce -12.8% | 130,508 | $16.5M |
| Swiss National Bank | 0.01% | No change | 130,000 | $16.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -0.9% | 128,727 | $16.2M |
| Sone Capital Management, LLC | 1.20% | Add +46.9% | 113,777 | $14.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.07% | No change | 113,059 | $14.2M |
| California Public Employees Retirement System | 0.01% | Reduce -3.1% | 111,995 | $14.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 111,691 | $14.1M |
| Curi Capital, LLC | 0.24% | Add +0.4% | 105,339 | $13.3M |
| Nuveen, LLC | 0.00% | Add +3.0% | 103,867 | $13.1M |
| Segall Bryant & Hamill, LLC | 0.18% | Add +20.6% | 97,624 | $12.3M |
| Voya Investment Management LLC | 0.01% | Add +4.8% | 96,926 | $12.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -6.1% | 96,563 | $12.2M |
| Mackenzie Financial Corp. | 0.01% | Add +184.5% | 93,252 | $11.8M |
| Legal & General Group Plc | 0.00% | Reduce -15.6% | 92,133 | $11.6M |
| Sei Investments Co. | 0.01% | Add +9.2% | 91,544 | $11.5M |
| Broderick Brian C | 2.06% | Add +4.9% | 88,442 | $11.1M |
| Speece Thorson Capital Group Inc. | 2.49% | Reduce -7.6% | 86,801 | $10.9M |
| UBS Group AG | 0.00% | Reduce -13.4% | 83,558 | $10.5M |
| Point72 Asset Management | 0.02% | New | 83,527 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 83,555 | $10.2M |
| Baker Chad R | 1.88% | No change | 79,100 | $10.0M |
| Retirement Systems of Alabama | 0.03% | Reduce -54.5% | 78,928 | $9.9M |
| California State Teachers Retirement System | 0.01% | Add +24.4% | 77,227 | $9.7M |
| Focus Partners Wealth | 0.01% | Add +15.5% | 76,047 | $9.6M |
| Baillie Gifford & Co. | 0.01% | New | 72,806 | $9.2M |
| Nordea Investment Management AB | 0.01% | Add +22.7% | 73,466 | $9.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.4% | 71,124 | $9.0M |
| EULAV Asset Management | 0.28% | Reduce -0.1% | 69,300 | $8.7M |
| Somerville Kurt F | 2.25% | Reduce -37.2% | 67,684 | $8.5M |
| Farmers & Merchants Investments Inc. | 0.23% | Add +3.4% | 66,982 | $8.4M |
| Puzo Michael J | 2.45% | Reduce -5.3% | 66,887 | $8.4M |
| Man Group plc | 0.02% | Reduce -14.5% | 66,442 | $8.4M |
| Aptus Capital Advisors, LLC | 0.07% | Add +1.0% | 64,138 | $8.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -68.7% | 62,496 | $7.9M |
| Delaney Dennis R | 2.78% | Add +31.8% | 62,385 | $7.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 61,681 | $7.8M |
| Kidder Stephen W | 2.26% | Reduce -2.4% | 61,023 | $7.7M |
| Dayah Capital LLC | 4.34% | New | 59,000 | $7.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.2% | 58,421 | $7.4M |
| Bahl & Gaynor LLC | 0.04% | Add +3.4% | 58,229 | $7.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -12.2% | 58,063 | $7.3M |
| New York State Common Retirement Fund | 0.01% | Add +2.7% | 57,800 | $7.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 57,766 | $7.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +632.0% | 57,100 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -13.2% | 56,108 | $7.1M |
| WINTON GROUP Ltd | 0.25% | New | 55,678 | $7.0M |
| Mariner, LLC | 0.01% | Add +46.0% | 54,898 | $6.9M |
| New Age Alpha Advisors, LLC | 0.31% | Reduce -3.8% | 51,947 | $6.5M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | Add +37.7% | 51,065 | $6.4M |
| Snowden Capital Advisors LLC | 0.17% | Add +2.9% | 50,559 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +67.5% | 48,365 | $6.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.5% | 45,714 | $5.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +83.0% | 45,300 | $5.7M |
| GHP Investment Advisors, Inc. | 0.24% | Reduce -1.8% | 45,409 | $5.7M |
| Intech Investment Management LLC | 0.06% | Reduce -54.9% | 45,105 | $5.7M |
| TD Asset Management Inc | 0.00% | Reduce -27.1% | 44,110 | $5.6M |
| LPL Financial LLC | 0.00% | Add +0.9% | 41,914 | $5.3M |
| Creative Planning | 0.00% | Add +101.1% | 40,810 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +220.2% | 38,785 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.4% | 38,100 | $4.8M |
| Holocene Advisors, LP | 0.01% | Add +94.0% | 37,857 | $4.8M |
| Elefante Mark B | 2.62% | Add +17.9% | 37,764 | $4.8M |
| Notis-McConarty Edward | 2.32% | Reduce -2.1% | 37,059 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +43.0% | 35,863 | $4.5M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -7.0% | 35,681 | $4.5M |
| Concentric Capital Strategies, LP | 0.39% | Add +45.3% | 35,482 | $4.5M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +30.0% | 35,460 | $4.5M |
| American Century Companies Inc. | 0.00% | Reduce -4.0% | 34,870 | $4.4M |
| &partners | 0.02% | Add +26.8% | 34,087 | $4.3M |
| Scotia Capital Inc. | 0.02% | Reduce -8.1% | 33,506 | $4.2M |
| Fifth Third Bancorp | 0.01% | Add +1222.5% | 32,838 | $4.1M |
| Trillium Asset Management, LLC | 0.14% | Reduce -6.9% | 29,753 | $4.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 31,734 | $4.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Add +57.7% | 31,452 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -70.8% | 31,439 | $4.0M |
| Choate Investment Advisors | 0.08% | Reduce -24.3% | 30,753 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Add +6.3% | 30,127 | $3.8M |
| Lido Advisors, LLC | 0.01% | Reduce -38.2% | 30,026 | $3.8M |
| Gotham Asset Management | 0.01% | Add +959.2% | 29,985 | $3.8M |
| Waverly Advisors, LLC | 0.03% | Add +2.6% | 29,811 | $3.8M |
| Hall Laurie J Trustee | 1.31% | Add +5.8% | 29,469 | $3.7M |
| Amalgamated Bank | 0.03% | Add +0.3% | 29,013 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.9% | 28,439 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.5% | 28,334 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -66.4% | 28,077 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 28,002 | $3.5M |
| Algert Global LLC | 0.05% | Reduce -39.0% | 27,640 | $3.5M |
| Cerity Partners LLC | 0.00% | Add +83.5% | 27,423 | $3.5M |
| XTX Topco Ltd | 0.06% | Add +113.0% | 27,283 | $3.4M |
| Barclays PLC | 0.00% | Reduce -65.9% | 27,034 | $3.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 26,580 | $3.3M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -8.2% | 26,224 | $3.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 26,146 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +23.1% | 25,954 | $3.3M |
| Citigroup Inc. | 0.00% | Add +4.4% | 25,670 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.1% | 25,634 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 25,462 | $3.2M |
| Dempze Nancy E | 1.74% | Add +5.2% | 25,202 | $3.2M |
| Ameritas Investment Partners, Inc. | 0.10% | Add +22.7% | 24,542 | $3.1M |
| Edgestream Partners, L.P. | 0.10% | Add +66.5% | 24,308 | $3.1M |
| Northwest & Ethical Investments L.P. | 0.07% | Add +98.1% | 23,866 | $3.0M |
| Natixis | 0.01% | Add +61.4% | 23,836 | $3.0M |
| Tidal Investments LLC | 0.01% | Add +2.3% | 23,801 | $3.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +12.4% | 23,620 | $3.0M |
| MAI Capital Management | 0.02% | Add +2.9% | 23,402 | $2.9M |
| Aviso Financial Inc. | 0.10% | Add +9.9% | 22,846 | $2.9M |
| Fisher Asset Management | 0.00% | Reduce -1.4% | 22,757 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +19.4% | 22,608 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 22,374 | $2.8M |
| Palisade Capital Management, LP | 0.10% | Reduce -15.3% | 22,305 | $2.8M |
| Horizon Investments, LLC | 0.03% | Add +247.1% | 21,990 | $2.8M |
| Summit Trail Advisors, LLC | 0.04% | Add +20.7% | 21,339 | $2.7M |
| Henshaw Capital LLC | 0.10% | Add +0.3% | 20,897 | $2.6M |
| Allianz Asset Management GmbH | 0.00% | New | 19,997 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.0% | 19,867 | $2.5M |
| Hilton Capital Management, LLC | 0.19% | Add +49.9% | 19,781 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 19,736 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.0% | 19,603 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +14.5% | 19,589 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.3% | 19,577 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +105.0% | 18,927 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -71.3% | 18,836 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Add +2.8% | 18,700 | $2.4M |
| Aprio Wealth Management, LLC | 0.13% | Reduce -0.6% | 18,471 | $2.3M |
| Occudo Quantitative Strategies LP | 0.13% | Add +182.0% | 18,719 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -2.4% | 18,028 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.3% | 17,900 | $2.3M |
| Strengthening Families & Communities, LLC | 0.56% | Reduce -4.8% | 17,854 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -20.2% | 17,798 | $2.2M |
| Hanson & Doremus Investment Management | 0.26% | Add +0.7% | 17,632 | $2.2M |
| Bright Rock Capital Management, LLC | 0.44% | No change | 17,500 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 16,689 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +75.7% | 16,398 | $2.1M |
| Cwm, LLC | 0.01% | Add +51.0% | 16,285 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +31.6% | 16,257 | $2.0M |
| Oak Thistle LLC | 0.20% | Add +15.7% | 16,132 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.8% | 16,131 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -55.3% | 15,749 | $2.0M |
| State of Michigan Retirement System | 0.01% | No change | 15,510 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +3.7% | 14,594 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.8% | 14,423 | $1.8M |
| Diversified Management Inc. | 0.29% | New | 13,624 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +0.3% | 13,558 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,300 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.1% | 13,258 | $1.7M |
| Vest Financial, LLC | 0.02% | New | 13,192 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -51.4% | 12,741 | $1.6M |
| Private Harbour Investment Management & Counsel, LLC | 1.72% | Reduce -0.8% | 12,433 | $1.6M |
| Bank of Montreal | 0.00% | Add +6.4% | 12,288 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.3% | 11,852 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,792 | $1.5M |
| Verition Fund Management LLC | 0.02% | Reduce -52.0% | 11,752 | $1.5M |
| CenterBook Partners LP | 0.08% | New | 11,321 | $1.4M |
| JB Capital LLC | 0.06% | Add +16.6% | 11,317 | $1.4M |
| Ethic Inc. | 0.02% | Add +30.2% | 11,091 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -31.2% | 10,871 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Reduce -54.5% | 10,861 | $1.4M |
| Utah Retirement Systems | 0.01% | No change | 10,838 | $1.4M |
| SummitTX Capital, L.P. | 0.04% | New | 10,688 | $1.3M |
| Aurora Investment Counsel | 0.74% | Reduce -1.9% | 10,537 | $1.3M |
| Zuckerman Investment Group, LLC | 0.13% | No change | 10,521 | $1.3M |
| South Dakota Investment Council | 0.03% | No change | 10,393 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.3% | 10,388 | $1.3M |
| Albert D Mason Inc. | 0.85% | Add +1.1% | 10,388 | $1.3M |
| Evercore Wealth Management, LLC | 0.02% | No change | 10,360 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -84.0% | 9,948 | $1.3M |
| McCollum Christoferson Group LLC | 0.38% | Reduce -4.6% | 9,940 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 9,862 | $1.2M |
| Lazard Asset Management LLC | 0.00% | New | 9,738 | $1.2M |
| Xponance LLC | 0.01% | Add +31.7% | 9,559 | $1.2M |
| ICW Investment Advisors LLC | 0.43% | Add +4.1% | 9,513 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.2% | 9,378 | $1.2M |
| Panagora Asset Management Inc. | 0.00% | Reduce -74.9% | 9,243 | $1.2M |
| Redwood Investment Management, LLC | 0.13% | New | 8,305 | $1.0M |
| Bridges Investment Management Inc. | 0.01% | Reduce -44.1% | 8,260 | $1.0M |
| Sendero Wealth Management, LLC | 0.11% | Add +0.0% | 8,187 | $1.0M |
| Zions Bancorporation, National Association | 0.07% | Reduce -39.9% | 8,083 | $1.0M |
| Amundi | 0.00% | Reduce -70.9% | 8,074 | $1.0M |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -0.6% | 8,016 | $1.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +13.6% | 7,718 | $973K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -1.6% | 7,640 | $963K |
| Sepio Capital, LP | 0.05% | Add +67.3% | 7,601 | $958K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 7,559 | $953K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.3% | 7,549 | $951K |
| Empowered Funds, LLC | 0.01% | New | 7,483 | $943K |
| Callan Family Office, LLC | 0.02% | Add +9.1% | 7,351 | $926K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -22.8% | 7,317 | $922K |
| D.B. Root & Company, LLC | 0.22% | Reduce -7.8% | 7,155 | $902K |
| Royce & Associates LP | 0.01% | Reduce -11.4% | 7,129 | $898K |
| Independent Advisor Alliance | 0.01% | New | 6,983 | $880K |
| Nwam LLC | 0.05% | New | 6,854 | $864K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -15.4% | 6,812 | $858K |
| Quadrant Capital Group LLC | 0.03% | Reduce -8.7% | 6,809 | $858K |
| Twinbeech Capital LP | 0.08% | New | 6,450 | $813K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -1.2% | 5,992 | $755K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +7.4% | 5,906 | $744K |
| Allworth Financial LP | 0.00% | Add +17.6% | 5,821 | $734K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.1% | 5,766 | $727K |
| DAVENPORT & Co LLC | 0.00% | No change | 5,761 | $726K |
| Inspire Investing, LLC | 0.04% | Add +114.4% | 5,760 | $726K |
| Fox Run Management, L.L.C. | 0.13% | New | 5,875 | $725K |
| Franklin Resources Inc. | 0.00% | Reduce -5.7% | 5,645 | $711K |
| Toronto Dominion Bank | 0.00% | Reduce -33.8% | 5,574 | $703K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.0% | 5,385 | $679K |
| Townsend & Associates, Inc | 0.06% | No change | 5,400 | $673K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -45.7% | 5,237 | $660K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +90.6% | 5,198 | $655K |
| Guyasuta Investment Advisors Inc. | 0.04% | Reduce -5.5% | 5,120 | $645K |
| M&T Bank Corp | 0.00% | Reduce -6.9% | 5,111 | $643K |
| Marble Wealth, LLC | 0.11% | No change | 5,000 | $630K |
| Glenmede Trust Co. NA | 0.00% | Add +0.3% | 4,989 | $629K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +15.9% | 4,961 | $625K |
| Tributary Capital Management, LLC | 0.06% | New | 4,937 | $622K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +15.3% | 4,885 | $616K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 4,756 | $599K |
| Pinebridge Investments LLC | 0.01% | New | 4,744 | $598K |
| Securian Asset Management, Inc. | 0.02% | No change | 4,730 | $596K |
| 180 Wealth Advisors, LLC | 0.07% | Add +100.9% | 4,567 | $576K |
| US Bancorp \de | 0.00% | Reduce -16.4% | 4,531 | $571K |
| Bridgefront Capital, LLC | 0.14% | New | 4,456 | $562K |
| Moody National Bank Trust Division | 0.05% | No change | 4,392 | $553K |
| Advisor Resource Council | 0.21% | Add +0.3% | 4,268 | $538K |
| Wedbush Securities Inc. | 0.02% | New | 4,217 | $531K |
| Swiss Life Asset Management Ltd | 0.00% | Add +39.7% | 4,154 | $523K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -83.5% | 4,112 | $518K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +43.6% | 4,102 | $517K |
| Morningstar Investment Management LLC | 0.03% | Reduce -25.1% | 4,051 | $511K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,051 | $505K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -24.6% | 3,938 | $496K |
| Prudential Financial Inc. | 0.00% | Reduce -10.2% | 3,912 | $493K |
| AlphaGrep UK Ltd | 0.14% | Reduce -29.7% | 3,804 | $479K |
| Blair William & Co. | 0.00% | Reduce -66.1% | 3,674 | $463K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 3,660 | $461K |
| Evergreen Capital Management LLC | 0.01% | New | 3,585 | $452K |
| EntryPoint Capital, LLC | 0.13% | No change | 3,504 | $442K |
| Marshall Wace, LLP | 0.00% | Reduce -51.7% | 3,459 | $436K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,430 | $432K |
| Vident Advisory, LLC | 0.00% | Add +82.5% | 3,416 | $431K |
| DRW Securities, LLC | 0.02% | Add +49.2% | 3,374 | $425K |
| HB Wealth Management, LLC | 0.00% | Add +34.5% | 3,357 | $423K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -20.3% | 3,317 | $418K |
| Dark Forest Capital Management LP | 0.04% | New | 3,316 | $418K |
| Graham Capital Management, L.P. | 0.02% | New | 3,299 | $416K |
| Inscription Capital, LLC | 0.04% | New | 3,293 | $415K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 3,287 | $414K |
| Smith, Moore & Co. | 0.03% | New | 3,270 | $412K |
| Cannell & Spears LLC | 0.01% | Add +0.1% | 3,229 | $407K |
| Dakota Wealth Management | 0.01% | New | 3,205 | $404K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -6.8% | 3,181 | $401K |
| Diametric Capital, LP | 0.10% | Reduce -32.3% | 3,155 | $398K |
| Versant Capital Management, Inc | 0.04% | Add +252.4% | 3,140 | $396K |
| Ballentine Partners, LLC | 0.01% | Reduce -10.3% | 3,136 | $395K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,085 | $389K |
| Guggenheim Capital LLC | 0.00% | Add +14.2% | 3,084 | $389K |
| Boit C F David | 0.17% | No change | 3,000 | $378K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +14.8% | 2,972 | $375K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -55.5% | 2,969 | $374K |
| Procyon Advisors, LLC | 0.02% | Reduce -7.0% | 2,848 | $359K |
| HSBC Holdings PLC | 0.00% | Reduce -91.4% | 2,838 | $358K |
| DNB Asset Management AS | 0.00% | New | 2,831 | $357K |
| Headlands Technologies LLC | 0.04% | New | 2,824 | $356K |
| Jump Financial, LLC | 0.01% | Reduce -33.8% | 2,800 | $353K |
| Boothbay Fund Management, LLC | 0.01% | Add +25.7% | 2,756 | $347K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -0.0% | 2,751 | $347K |
| Okabena Investment Services Inc. | 0.07% | No change | 2,750 | $347K |
| Certuity, LLC | 0.02% | New | 2,743 | $346K |
| Riverwater Partners LLC | 0.11% | Reduce -2.9% | 2,733 | $344K |
| Fulton Bank, N.A. | 0.01% | Add +13.4% | 2,692 | $339K |
| Highland Capital Management, LLC | 0.02% | No change | 2,666 | $336K |
| First National Advisers, LLC | 0.05% | New | 2,658 | $335K |
| Brooklyn Investment Group | 0.01% | No change | 2,651 | $334K |
| Novem Group | 0.04% | Reduce -22.5% | 2,645 | $333K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,644 | $333K |
| Nia Impact Advisors, LLC | 0.15% | Reduce -72.6% | 2,595 | $327K |
| Polymer Capital Management (US) LLC | 0.05% | New | 2,575 | $325K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,554 | $324K |
| Merit Financial Group, LLC | 0.00% | Add +53.7% | 2,568 | $324K |
| Ridgewood Investments LLC | 0.13% | — | 2,544 | $321K |
| Argent Trust Co | 0.01% | Add +1.0% | 2,490 | $314K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,484 | $313K |
| Crumly & Associates Inc. | 0.07% | Add +29.0% | 2,468 | $311K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -65.2% | 2,468 | $311K |
| Rockport Wealth LLC | 0.06% | No change | 2,436 | $307K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,316 | $292K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,309 | $291K |
| Inceptionr LLC | 0.07% | New | 2,304 | $290K |
| MML Investors Services, LLC | 0.00% | Reduce -11.4% | 2,264 | $285K |
| State of Wyoming | 0.03% | Add +4.5% | 2,252 | $284K |
| Atria Investments, Inc | 0.00% | Add +0.6% | 2,226 | $280K |
| Brighton Jones LLC | 0.01% | New | 2,219 | $280K |
| GatePass Capital, LLC | 0.14% | New | 2,210 | $279K |
| Shelton Capital Management | 0.01% | No change | 2,198 | $277K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.3% | 2,196 | $277K |
| 111 Capital | 0.07% | New | 2,147 | $271K |
| Syon Capital LLC | 0.01% | New | 2,122 | $267K |
| Commerce Bank | 0.00% | Add +3.7% | 2,115 | $267K |
| CIBC Asset Management Inc | 0.00% | No change | 2,115 | $267K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,092 | $264K |
| Childress Capital Advisors, LLC | 0.05% | Reduce -7.4% | 2,039 | $257K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,023 | $255K |
| Journey Strategic Wealth LLC | 0.01% | Add +15.4% | 2,003 | $252K |
| Prelude Capital Management, LLC | 0.02% | Add +14.4% | 1,999 | $252K |
| Cresset Asset Management, LLC | 0.00% | Reduce -46.2% | 1,976 | $249K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.8% | 1,959 | $247K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,957 | $247K |
| Hantz Financial Services, Inc. | 0.00% | Add +35.9% | 1,956 | $246K |
| Citizens Financial Group Inc. | 0.00% | New | 1,947 | $245K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -33.7% | 1,941 | $245K |
| North Dakota State Investment Board | 0.01% | Reduce -17.8% | 1,912 | $241K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 1,900 | $239K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,890 | $238K |
| Optas, LLC | 0.04% | New | 1,889 | $238K |
| KBC Group NV | 0.00% | No change | 1,885 | $238K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -34.8% | 1,829 | $231K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -7.4% | 1,804 | $227K |
| Groupama Asset Managment | 0.00% | No change | 1,785 | $225K |
| Requisite Capital Management, LLC | 0.04% | Add +0.3% | 1,741 | $219K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,719 | $217K |
| Phillips Wealth Planners LLC | 0.16% | New | 1,762 | $211K |
| Engineers Gate Manager LP | 0.00% | Reduce -94.1% | 1,650 | $208K |
| Abel Hall, LLC | 0.04% | New | 1,620 | $204K |
| Cadent Capital Advisors, LLC | 0.05% | New | 1,613 | $203K |
| Aquatic Capital Management LLC | 0.01% | New | 1,604 | $202K |
| Greenleaf Trust | 0.00% | New | 1,597 | $201K |
| STRS Ohio | 0.00% | Reduce -0.2% | 1,564 | $197K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +53.7% | 1,491 | $188K |
| Freestone Grove Partners LP | 0.00% | Reduce -86.9% | 1,406 | $177K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,303 | $164K |
| Manchester Capital Management LLC | 0.02% | Reduce -0.6% | 1,281 | $161K |
| GAMMA Investing LLC | 0.01% | Add +58.7% | 1,127 | $142K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | No change | 1,100 | $136K |
| Gen-Wealth Partners Inc | 0.04% | Reduce -32.5% | 1,012 | $128K |
| Godfrey Financial Associates, Inc. | 0.11% | No change | 1,000 | $126K |
| Montag A & Associates Inc. | 0.01% | No change | 979 | $123K |
| Bullock Wealth Management Group | 0.06% | Reduce -0.8% | 960 | $122K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 920 | $121K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.4% | 909 | $115K |
| Parallel Advisors, LLC | 0.00% | Add +45.4% | 881 | $111K |
| UMB Bank, n.a. | 0.00% | Add +17.2% | 878 | $111K |
| Steph & Co. | 0.03% | Reduce -12.7% | 871 | $110K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 840 | $106K |
| Smithfield Trust Co | 0.00% | No change | 800 | $100K |
| Arax Advisory Partners | 0.00% | Add +314.6% | 796 | $99K |
| Rothschild Investment LLC | 0.01% | Add +273.3% | 754 | $95K |
| Lanark Financial, Inc. | 0.01% | Reduce -11.4% | 753 | $95K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +19.6% | 744 | $94K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 714 | $90K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +11.6% | 721 | $89K |
| Adirondack Trust Co. | 0.03% | Add +40.0% | 700 | $88K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 700 | $88K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 646 | $81K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -16.6% | 639 | $81K |
| Simplex Trading, LLC | 0.00% | Reduce -83.5% | 584 | $74K |
| Signaturefd, LLC | 0.00% | Add +1.2% | 579 | $73K |
| Quarry LP | 0.01% | Reduce -6.2% | 573 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.6% | 540 | $68K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +89.3% | 530 | $67K |
| Bessemer Group Inc. | 0.00% | Reduce -62.6% | 501 | $63K |
| Trust Co. of Toledo NA | 0.01% | No change | 470 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +62.2% | 464 | $58K |
| Eastern Bank | 0.00% | New | 450 | $57K |
| Larson Financial Group LLC | 0.00% | Add +2372.2% | 445 | $56K |
| Blue Trust, Inc. | 0.00% | Reduce -30.4% | 425 | $54K |
| Huntington National Bank | 0.00% | Add +8.6% | 405 | $51K |
| Alerus Financial NA | 0.00% | Reduce -35.0% | 403 | $51K |
| Clearstead Advisors, LLC | 0.00% | Reduce -37.6% | 396 | $50K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +1622.7% | 379 | $48K |
| Salomon & Ludwin, LLC | 0.00% | No change | 360 | $45K |
| IFP Advisors, Inc | 0.00% | Reduce -3.5% | 356 | $45K |
| Bayforest Capital Ltd | 0.05% | New | 333 | $42K |
| Los Angeles Capital Management LLC | 0.00% | No change | 314 | $40K |
| Nisa Investment Advisors, LLC | 0.00% | Add +138.2% | 312 | $39K |
| Covestor Ltd | 0.03% | Add +165.8% | 303 | $38K |
| Root Financial Partners, LLC | 0.00% | Add +119.7% | 301 | $38K |
| Ameriflex Group, Inc. | 0.02% | Add +0.3% | 291 | $37K |
| HM Payson & Co. | 0.00% | No change | 287 | $36K |
| Whittier Trust Co. | 0.00% | Add +169.5% | 283 | $36K |
| Mather Group, Llc. | 0.00% | New | 263 | $33K |
| Piscataqua Savings Bank | 0.02% | No change | 253 | $32K |
| GW&K Investment Management, LLC | 0.00% | Reduce -86.4% | 248 | $31K |
| MV Capital Management, Inc. | 0.00% | Reduce -42.0% | 240 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -14.3% | 240 | $30K |
| True Wealth Design, LLC | 0.01% | Add +1890.9% | 219 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +12.3% | 210 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Add +214.1% | 201 | $25K |
| MCF Advisors LLC | 0.00% | Add +284.0% | 192 | $24K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 175 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 172 | $22K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +26.5% | 172 | $22K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -10.2% | 168 | $21K |
| Ares Financial Consulting, LLC | 0.02% | New | 166 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +733.3% | 150 | $19K |
| Essential Partners LLC | 0.01% | Reduce -84.5% | 144 | $18K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 143 | $18K |
| Assetmark, Inc. | 0.00% | Reduce -26.8% | 120 | $15K |
| CX Institutional | 0.00% | New | 119 | $15K |
| Ancora Advisors LLC | 0.00% | Add +612.5% | 114 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 109 | $14K |
| Centerpoint Advisors, LLC | 0.00% | No change | 105 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 101 | $13K |
| SJS Investment Consulting Inc. | 0.00% | Add +122.7% | 98 | $12K |
| Private Trust Co. NA | 0.00% | No change | 98 | $12K |
| CVA Family Office, LLC | 0.00% | Add +2050.0% | 86 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -49.4% | 86 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 83 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 79 | $10K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 78 | $10K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -5.3% | 72 | $9K |
| Community Financial Services Group, LLC | 0.00% | New | 68 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 65 | $8K |
| Meeder Asset Management Inc. | 0.00% | Add +80.0% | 63 | $8K |
| JPL Wealth Management, LLC | 0.00% | New | 61 | $8K |
| First Pacific Financial | 0.00% | Add +39.0% | 57 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 50 | $6K |
| Your Advocates Ltd., LLP | 0.00% | No change | 50 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 50 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +2000.0% | 42 | $5K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 42 | $5K |
| Spire Wealth Management | 0.00% | No change | 38 | $5K |
| Rossby Financial, LCC | 0.00% | Add +350.0% | 36 | $5K |
| Sachetta, LLC | 0.00% | New | 34 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $4K |
| Quent Capital, LLC | 0.00% | Reduce -46.0% | 34 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 34 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 33 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 30 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 30 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 28 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 28 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 28 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 27 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +73.3% | 26 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 25 | $3K |
| Destiny Wealth Partners, LLC | 0.00% | New | 24 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Add +360.0% | 23 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 20 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 19 | $2K |
| Truvestments Capital LLC | 0.00% | New | 19 | $2K |
| Key Capital Management, INC | 0.00% | Add +6.3% | 17 | $2K |
| MidFirst Bank | 0.00% | Reduce -97.9% | 14 | $2K |
| Activest Wealth Management | 0.00% | Add +40.0% | 14 | $2K |
| Heritage Wealth Advisors | 0.00% | Reduce -97.8% | 14 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 13 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 12 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 12 | $2K |
| First Horizon Corp. | 0.00% | New | 12 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -72.7% | 12 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +83.3% | 11 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +400.0% | 10 | $1K |
| Kilter Group LLC | 0.00% | New | 10 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 10 | $1K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 10 | $1K |
| Whipplewood Advisors, LLC | 0.00% | New | 10 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.1% | 10 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -80.4% | 9 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +28.6% | 9 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | New | 9 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| Avion Wealth | 0.00% | No change | 8 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 7 | $882 |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $756 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 6 | $756 |
| Leonteq Securities AG | 0.00% | Reduce -98.7% | 6 | $756 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $630 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $630 |
| North Star Investment Management Corp. | 0.00% | New | 5 | $630 |
| Marquette Asset Management, LLC | 0.00% | New | 4 | $505 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 4 | $505 |
| Financial Management Professionals, Inc. | 0.00% | No change | 4 | $504 |
| Bare Financial Services, Inc | 0.00% | Reduce -33.3% | 4 | $504 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $379 |
| Quaker Wealth Management, LLC | 0.00% | New | 3 | $379 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $253 |
| TopTier Wealth Management, LLC | 0.00% | New | 2 | $252 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 2 | $252 |
| Prestige Wealth Management Group LLC | 0.00% | New | 1 | $127 |
| Signature Equity Partners, LLC | 0.00% | No change | 1 | $126 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $110 |
"% of holder's portfolio" is ATR's weight in each manager's 13F, not the share of Aptargroup Inc. the manager owns.