AptargroupATR
13F holders, Q2 2026 (June 30)556holders +10
68new positions
60sold out
8famous investors
$125.20avg. 13F price*
At the end of Q2 2026, 556 institutions reported holding Aptargroup Inc. (ATR) in their 13F filings, up 10 from Q1 2026. 68 opened new positions and 60 sold out. The largest holders were BlackRock, Inc. ($768.5M), State Farm Mutual Automobile Insurance Co. ($594.0M) and Vanguard Portfolio Management LLC ($455.6M). 8 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Aptargroup Inc.
- CUSIP
- 038336103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $102.1M |
| Exits | 60 | $74.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,274,705 shares bought and 3,951,410 shares sold, net +1,323,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| BlackRock, Inc. | 0.01% | Add +0.9% | 6,137,894 | $768.5M |
| State Farm Mutual Automobile Insurance Co. | 0.41% | No change | 4,744,564 | $594.0M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -3.4% | 3,638,724 | $455.6M |
| Morgan Stanley | 0.02% | Add +4.4% | 3,523,908 | $441.2M |
| Vanguard Capital Management LLC | 0.01% | Add +0.3% | 2,893,751 | $362.3M |
| State Street Corp. | 0.01% | Add +2.8% | 2,863,390 | $358.5M |
| Victory Capital Management Inc. | 0.18% | Add +5.6% | 2,554,561 | $319.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 1,747,815 | $218.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +15.7% | 1,741,294 | $218.0M |
| Neuberger Berman Group LLC | 0.13% | Add +31.9% | 1,548,824 | $193.9M |
| Fiduciary Management Inc. | 2.54% | Add +13.7% | 1,423,771 | $178.3M |
| River Road Asset Management, LLC | 1.88% | Add +14.8% | 1,350,700 | $169.1M |
| Boston Trust Walden Corp | 1.24% | Reduce -3.4% | 1,303,726 | $163.2M |
| FMR LLC | 0.01% | Add +4.4% | 1,073,810 | $134.4M |
| Northern Trust Corp. | 0.02% | Add +0.3% | 1,070,632 | $134.0M |
| London Co. of Virginia | 0.57% | Reduce -4.3% | 793,033 | $99.3M |
| Quantinno Capital Management LP | 0.11% | Add +111.0% | 736,351 | $92.2M |
| AQR Capital Management | 0.03% | Reduce -44.7% | 680,207 | $84.7M |
| Atlas FRM LLC | 3.59% | Add +91.4% | 670,000 | $83.9M |
| Norges Bank | 0.01% | — | 649,607 | $81.3M |
| Williams Jones Wealth Management, LLC. | 0.81% | Reduce -2.8% | 570,888 | $71.5M |
| First Trust Advisors LP | 0.04% | Add +1.3% | 545,629 | $68.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 477,508 | $59.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.5% | 477,462 | $59.8M |
| American Century Companies Inc. | 0.03% | Add +1227.8% | 462,989 | $58.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.1% | 403,160 | $50.5M |
| Bank of America Corp. | 0.00% | Reduce -17.3% | 401,624 | $50.3M |
| Federated Hermes, Inc. | 0.07% | Reduce -28.6% | 399,701 | $50.0M |
| Crawford Investment Counsel Inc. | 0.83% | Reduce -3.0% | 396,072 | $49.6M |
| Schwartz Investment Counsel Inc. | 1.63% | Add +1.5% | 393,110 | $49.2M |
| D. E. Shaw & Co. | 0.03% | Reduce -18.6% | 392,399 | $49.1M |
| Ameriprise Financial Inc. | 0.01% | Add +62.1% | 366,123 | $45.8M |
| Brown Brothers Harriman & Co. | 0.18% | Reduce -10.4% | 320,811 | $40.2M |
| Schroder Investment Management Group | 0.03% | Add +12.8% | 318,053 | $39.8M |
| GMO | 0.08% | Add +11.5% | 286,172 | $35.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +690.7% | 283,571 | $35.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.7% | 276,113 | $34.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.2% | 260,394 | $32.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.0% | 257,978 | $32.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.4% | 252,583 | $31.6M |
| Citadel Advisors | 0.02% | Add +757.8% | 240,856 | $30.2M |
| Hemenway Trust Co LLC | 1.84% | Reduce -3.7% | 209,840 | $26.3M |
| ProShare Advisors LLC | 0.04% | Add +1.4% | 209,734 | $26.3M |
| Cornerstone Capital, Inc. | 2.22% | Add +8.3% | 198,775 | $24.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.9% | 195,722 | $24.5M |
| Mawer Investment Management Ltd. | 0.16% | Reduce -70.6% | 193,292 | $24.2M |
| Reynders McVeigh Capital Management, LLC | 1.03% | Reduce -40.6% | 186,679 | $23.4M |
| Jones Financial Companies LLLP | 0.01% | Add +15.8% | 183,181 | $23.1M |
| Nuance Investments, LLC | 3.90% | Add +17.9% | 183,170 | $22.9M |
| Invesco Ltd. | 0.00% | Add +0.8% | 178,656 | $22.4M |
| Copeland Capital Management, LLC | 0.46% | Add +26.7% | 178,533 | $22.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.3% | 178,428 | $22.3M |
| Renaissance Technologies | 0.03% | Reduce -1.4% | 170,400 | $21.3M |
| AE Wealth Management LLC | 0.10% | Add +9.3% | 165,893 | $20.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.0% | 162,064 | $20.7M |
| Handelsbanken Fonder AB | 0.06% | Add +16.8% | 164,957 | $20.7M |
| MetLife Investment Management, LLC | 0.09% | Reduce -8.7% | 161,801 | $20.3M |
| Confluence Investment Management LLC | 0.31% | New | 160,935 | $20.1M |
| Natixis Advisors, LLC | 0.02% | Add +5.5% | 160,237 | $20.1M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -1.7% | 159,793 | $20.0M |
| Millennium Management | 0.01% | Reduce -40.4% | 155,567 | $19.5M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -43.0% | 154,806 | $19.4M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -21.0% | 148,203 | $18.6M |
| Principal Financial Group Inc. | 0.01% | Add +0.8% | 144,881 | $18.1M |
| Nicholas Company, Inc. | 0.32% | Add +0.0% | 139,615 | $17.5M |
| Mackenzie Financial Corp. | 0.02% | Add +49.1% | 139,085 | $17.4M |
| Howard Capital Management Group, LLC | 1.06% | Add +1.1% | 138,386 | $17.3M |
| Segall Bryant & Hamill, LLC | 0.20% | Add +40.0% | 136,631 | $17.1M |
| Acadian Asset Management LLC | 0.02% | Reduce -38.0% | 135,896 | $17.0M |
| Silvercrest Asset Management Group LLC | 0.11% | New | 131,861 | $16.5M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 128,000 | $16.0M |
| Mountain Pacific Investment Advisers LLC | 2.49% | Reduce -3.9% | 126,187 | $15.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -2.4% | 125,665 | $15.7M |
| Focus Partners Wealth | 0.02% | Add +65.2% | 125,615 | $15.7M |
| Speece Thorson Capital Group Inc. | 3.25% | Add +39.8% | 121,355 | $15.2M |
| Corient Private Wealth LP | 0.02% | Reduce -31.6% | 121,044 | $15.2M |
| Deutsche Bank AG | 0.00% | Reduce -22.5% | 119,035 | $14.9M |
| Aristotle Capital Boston, LLC | 0.98% | Reduce -10.4% | 116,953 | $14.6M |
| California Public Employees Retirement System | 0.01% | Add +3.2% | 115,597 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 111,569 | $14.0M |
| Edgestream Partners, L.P. | 0.41% | Add +358.0% | 111,331 | $13.9M |
| Gotham Asset Management | 0.03% | Add +263.6% | 109,037 | $13.7M |
| Nuveen, LLC | 0.00% | Add +3.4% | 107,354 | $13.4M |
| Curi Capital, LLC | 0.20% | Add +0.1% | 105,487 | $13.2M |
| Boston Family Office LLC | 0.77% | Reduce -32.6% | 101,119 | $12.7M |
| Assenagon Asset Management S.A. | 0.02% | New | 99,902 | $12.5M |
| Voya Investment Management LLC | 0.01% | Reduce -2.8% | 94,217 | $11.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +192.8% | 92,048 | $11.5M |
| Two Sigma Investments, LP | 0.01% | Add +45.6% | 90,996 | $11.4M |
| Sone Capital Management, LLC | 0.86% | Reduce -20.6% | 90,366 | $11.3M |
| Legal & General Group Plc | 0.00% | Reduce -2.3% | 90,033 | $11.3M |
| Jupiter Topco LLC | 0.00% | — | 89,526 | $11.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -8.2% | 88,615 | $11.1M |
| Sei Investments Co. | 0.01% | Reduce -3.3% | 88,530 | $11.1M |
| Broderick Brian C | 1.70% | Reduce -0.7% | 87,834 | $11.0M |
| UBS Group AG | 0.00% | Add +2.2% | 85,364 | $10.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.9% | 81,974 | $10.3M |
| Jain Global LLC | 0.13% | New | 80,701 | $10.1M |
| Baker Chad R | 1.60% | No change | 79,100 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +594.3% | 75,473 | $9.4M |
| Nordea Investment Management AB | 0.01% | Add +1.4% | 74,488 | $9.3M |
| California State Teachers Retirement System | 0.01% | Reduce -4.1% | 74,041 | $9.3M |
| Farmers & Merchants Investments Inc. | 0.21% | Add +4.5% | 69,985 | $8.8M |
| EULAV Asset Management | 0.28% | No change | 69,300 | $8.7M |
| Van Eck Associates Corp. | 0.01% | Reduce -5.8% | 66,963 | $8.4M |
| Barclays PLC | 0.00% | Add +145.3% | 66,319 | $8.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -16.4% | 66,008 | $8.3M |
| Aptus Capital Advisors, LLC | 0.06% | Add +0.9% | 64,719 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 61,790 | $7.7M |
| Puzo Michael J | 1.94% | Reduce -10.1% | 60,108 | $7.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +3.6% | 59,824 | $7.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -60.4% | 59,714 | $7.5M |
| Kidder Stephen W | 1.80% | Reduce -6.7% | 56,968 | $7.1M |
| Holocene Advisors, LP | 0.02% | Add +50.4% | 56,932 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.7% | 56,483 | $7.1M |
| Royce & Associates LP | 0.06% | Add +684.0% | 55,893 | $7.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.5% | 55,826 | $7.0M |
| Somerville Kurt F | 1.66% | Reduce -18.1% | 55,419 | $6.9M |
| Delaney Dennis R | 2.18% | Reduce -12.5% | 54,598 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.6% | 54,000 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -15.8% | 51,916 | $6.5M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -1.3% | 49,880 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +0.9% | 48,785 | $6.1M |
| Bahl & Gaynor LLC | 0.03% | Reduce -21.2% | 45,888 | $5.7M |
| GHP Investment Advisors, Inc. | 0.21% | Reduce -0.0% | 45,394 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.0% | 45,277 | $5.7M |
| Benjamin Edwards Inc. | 0.05% | New | 42,579 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 41,606 | $5.2M |
| Elefante Mark B | 2.12% | Add +4.1% | 39,327 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.8% | 38,765 | $4.9M |
| &partners | 0.02% | Add +12.5% | 38,336 | $4.8M |
| Notis-McConarty Edward | 1.97% | Reduce -1.6% | 36,484 | $4.6M |
| Roubaix Capital, LLC | 1.56% | New | 34,847 | $4.4M |
| Creative Planning | 0.00% | Reduce -14.7% | 34,807 | $4.4M |
| Scotia Capital Inc. | 0.02% | Add +3.4% | 34,627 | $4.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.6% | 34,410 | $4.3M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -3.0% | 34,408 | $4.3M |
| Mariner, LLC | 0.00% | Reduce -38.2% | 33,928 | $4.2M |
| Trexquant Investment LP | 0.03% | New | 33,432 | $4.2M |
| Trillium Asset Management, LLC | 0.13% | Add +11.8% | 33,258 | $4.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.18% | Add +2.5% | 32,232 | $4.0M |
| Citigroup Inc. | 0.00% | Add +24.2% | 31,885 | $4.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 31,734 | $3.9M |
| Fifth Third Bancorp | 0.01% | Reduce -4.7% | 31,289 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +145.3% | 31,253 | $3.9M |
| Jump Financial, LLC | 0.04% | Add +982.4% | 30,306 | $3.8M |
| Hall Laurie J Trustee | 1.17% | Add +1.6% | 29,929 | $3.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.2% | 29,751 | $3.7M |
| Summit Trail Advisors, LLC | 0.05% | Add +39.0% | 29,658 | $3.7M |
| Concentric Capital Strategies, LP | 0.22% | Reduce -19.9% | 28,421 | $3.6M |
| Amalgamated Bank | 0.02% | Reduce -2.2% | 28,380 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -1.8% | 27,923 | $3.5M |
| Quantbot Technologies LP | 0.14% | New | 27,795 | $3.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.1% | 27,539 | $3.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.8% | 27,260 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.6% | 26,992 | $3.4M |
| Truist Financial Corp. | 0.00% | Add +1.5% | 26,976 | $3.4M |
| XTX Topco Ltd | 0.04% | Reduce -3.2% | 26,411 | $3.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Reduce -48.5% | 26,277 | $3.3M |
| Man Group plc | 0.01% | Reduce -60.6% | 26,164 | $3.3M |
| Entropy Technologies, LP | 0.13% | New | 25,509 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 25,012 | $3.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.6% | 24,950 | $3.1M |
| Choate Investment Advisors | 0.05% | Reduce -18.9% | 24,947 | $3.1M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -0.7% | 24,374 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 23,789 | $3.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -0.4% | 23,536 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.9% | 25,202 | $2.9M |
| Dempze Nancy E | 1.38% | Reduce -8.3% | 23,107 | $2.9M |
| Occudo Quantitative Strategies LP | 0.15% | Add +18.4% | 22,165 | $2.8M |
| MAI Capital Management | 0.01% | Reduce -9.0% | 21,289 | $2.7M |
| Squarepoint Ops LLC | 0.01% | New | 21,211 | $2.7M |
| Henshaw Capital LLC | 0.09% | Add +0.4% | 20,983 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.2% | 20,859 | $2.6M |
| Hilton Capital Management, LLC | 0.18% | Add +5.4% | 20,849 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.0% | 20,800 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.0% | 20,257 | $2.5M |
| Fisher Asset Management | 0.00% | Reduce -11.6% | 20,117 | $2.5M |
| Allstate Corp. | 0.03% | New | 19,984 | $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% | Add +0.1% | 19,625 | $2.5M |
| Graham Capital Management, L.P. | 0.09% | Add +471.9% | 18,867 | $2.4M |
| Louisiana State Employees Retirement System | 0.03% | No change | 18,700 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.8% | 18,400 | $2.3M |
| Aprio Wealth Management, LLC | 0.11% | Reduce -0.4% | 18,390 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.9% | 18,218 | $2.3M |
| Strengthening Families & Communities, LLC | 0.51% | Add +1.9% | 18,191 | $2.3M |
| Tidal Investments LLC | 0.01% | Reduce -24.4% | 17,987 | $2.3M |
| Palisade Capital Management, LP | 0.11% | Reduce -20.8% | 17,663 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -2.4% | 17,597 | $2.2M |
| Bright Rock Capital Management, LLC | 0.44% | No change | 17,500 | $2.2M |
| Hanson & Doremus Investment Management | 0.22% | Reduce -1.6% | 17,347 | $2.2M |
| South Dakota Investment Council | 0.04% | Add +64.5% | 17,093 | $2.1M |
| Intech Investment Management LLC | 0.02% | Reduce -62.8% | 16,796 | $2.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 16,689 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -16.6% | 16,669 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Add +15126.6% | 16,597 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.6% | 15,317 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.3% | 15,279 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -3.9% | 14,910 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -10.6% | 14,527 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.5% | 14,356 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.1% | 14,144 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -22.9% | 13,732 | $1.7M |
| Vest Financial, LLC | 0.02% | Add +1.3% | 13,366 | $1.7M |
| Pathstone Holdings, LLC | 0.00% | Reduce -32.0% | 13,311 | $1.7M |
| New Mexico Educational Retirement Board | 0.04% | No change | 13,300 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.8% | 13,158 | $1.6M |
| Aquatic Capital Management LLC | 0.05% | Add +692.8% | 12,716 | $1.6M |
| Axq Capital, LP | 0.17% | New | 12,679 | $1.6M |
| Bank of Montreal | 0.00% | Add +2.5% | 12,591 | $1.6M |
| Quadrant Capital Group LLC | 0.04% | Add +84.6% | 12,567 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -68.0% | 12,430 | $1.6M |
| Private Harbour Investment Management & Counsel, LLC | 1.84% | Reduce -0.3% | 12,402 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -56.4% | 11,952 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +180.9% | 11,844 | $1.5M |
| Aurora Investment Counsel | 0.76% | Add +11.8% | 11,785 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -2.5% | 11,494 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | New | 11,300 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | Add +45.2% | 11,207 | $1.4M |
| Marshall Wace, LLP | 0.00% | Add +223.0% | 11,174 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.09% | New | 11,156 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Add +4.8% | 10,860 | $1.4M |
| Zuckerman Investment Group, LLC | 0.11% | No change | 10,521 | $1.3M |
| Sendero Wealth Management, LLC | 0.13% | Add +28.4% | 10,515 | $1.3M |
| Albert D Mason Inc. | 0.74% | Add +0.7% | 10,459 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.2% | 10,367 | $1.3M |
| Teacher Retirement System of Texas | 0.00% | Add +3.1% | 10,259 | $1.3M |
| Pinebridge Investments LLC | 0.01% | Add +107.1% | 9,823 | $1.2M |
| Utah Retirement Systems | 0.01% | Reduce -11.2% | 9,620 | $1.2M |
| ICW Investment Advisors LLC | 0.42% | Add +0.9% | 9,599 | $1.2M |
| Xponance LLC | 0.01% | Reduce -0.9% | 9,471 | $1.2M |
| Callan Family Office, LLC | 0.02% | Add +28.3% | 9,429 | $1.2M |
| Diversified Trust Co. | 0.02% | New | 9,423 | $1.2M |
| Evergreen Capital Management LLC | 0.02% | Add +157.7% | 9,238 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.4% | 9,231 | $1.2M |
| Nwam LLC | 0.06% | Add +33.8% | 9,167 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -22.4% | 9,119 | $1.1M |
| Horizon Investments, LLC | 0.01% | Reduce -59.5% | 8,917 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.6% | 8,849 | $1.1M |
| CenterBook Partners LP | 0.05% | Reduce -21.9% | 8,840 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +434.6% | 8,821 | $1.1M |
| Ethic Inc. | 0.01% | Reduce -21.2% | 8,736 | $1.1M |
| First National Bank of Omaha | 0.03% | New | 8,476 | $1.1M |
| McCollum Christoferson Group LLC | 0.31% | Reduce -15.2% | 8,430 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -14.9% | 8,282 | $1.0M |
| Bridges Investment Management Inc. | 0.01% | No change | 8,260 | $1.0M |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Add +1.8% | 8,159 | $1.0M |
| 180 Wealth Advisors, LLC | 0.10% | Add +77.9% | 8,124 | $1.0M |
| Independent Advisor Alliance | 0.02% | Add +15.8% | 8,086 | $1.0M |
| Amundi | 0.00% | Reduce -0.7% | 8,016 | $1.0M |
| Empowered Funds, LLC | 0.01% | Add +5.7% | 7,910 | $990K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +33.3% | 7,870 | $985K |
| Sepio Capital, LP | 0.05% | Add +3.5% | 7,868 | $985K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +235.6% | 7,748 | $970K |
| Koshinski Asset Management, Inc. | 0.05% | Add +0.2% | 7,657 | $959K |
| TD Asset Management Inc | 0.00% | Reduce -82.8% | 7,600 | $952K |
| D.B. Root & Company, LLC | 0.20% | Add +4.8% | 7,502 | $939K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.7% | 7,348 | $920K |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.2% | 7,163 | $897K |
| Fox Run Management, L.L.C. | 0.15% | Add +20.5% | 7,079 | $886K |
| Franklin Resources Inc. | 0.00% | Add +22.3% | 6,904 | $864K |
| Inspire Investing, LLC | 0.03% | Add +16.1% | 6,689 | $837K |
| Fiduciary Trust Co | 0.01% | Reduce -53.0% | 6,374 | $798K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +10.4% | 6,365 | $797K |
| Chicago Partners Investment Group LLC | 0.01% | Add +43.5% | 5,811 | $750K |
| Azzad Asset Management Inc. | 0.07% | New | 5,935 | $743K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +43.0% | 5,868 | $735K |
| Burford Brothers, Inc. | 0.27% | New | 5,835 | $731K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.0% | 5,760 | $721K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -4.8% | 5,704 | $714K |
| Glenmede Trust Co. NA | 0.00% | Add +13.4% | 5,657 | $708K |
| Certuity, LLC | 0.03% | Add +105.8% | 5,646 | $707K |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 5,614 | $703K |
| Townsend & Associates, Inc | 0.06% | No change | 5,400 | $702K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +6.5% | 5,537 | $693K |
| Lido Advisors, LLC | 0.00% | Reduce -82.2% | 5,342 | $669K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -77.9% | 5,277 | $661K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 5,120 | $641K |
| Allworth Financial LP | 0.00% | Reduce -12.4% | 5,098 | $638K |
| Securian Asset Management, Inc. | 0.02% | No change | 4,730 | $627K |
| Marble Wealth, LLC | 0.10% | No change | 5,000 | $626K |
| M&T Bank Corp | 0.00% | Reduce -2.5% | 4,981 | $624K |
| Baker Avenue Asset Management, LP | 0.01% | Add +87.6% | 4,960 | $621K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +66.1% | 4,937 | $618K |
| Tributary Capital Management, LLC | 0.05% | Reduce -4.0% | 4,738 | $593K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.5% | 4,627 | $579K |
| JB Capital LLC | 0.02% | Reduce -59.3% | 4,610 | $577K |
| Advisor Resource Council | 0.19% | Add +7.0% | 4,566 | $575K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.6% | 4,493 | $563K |
| Moody National Bank Trust Division | 0.05% | No change | 4,392 | $550K |
| Syon Capital LLC | 0.02% | Add +106.4% | 4,379 | $548K |
| US Bancorp \de | 0.00% | Reduce -4.3% | 4,335 | $543K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.7% | 4,297 | $538K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 4,200 | $526K |
| Versant Capital Management, Inc | 0.05% | Add +33.1% | 4,181 | $523K |
| Morningstar Investment Management LLC | 0.03% | No change | 4,051 | $511K |
| Richmond Brothers, Inc. | 0.25% | New | 3,883 | $486K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -7.1% | 3,860 | $483K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +5.0% | 3,845 | $481K |
| Zions Bancorporation, National Association | 0.03% | Reduce -52.6% | 3,834 | $480K |
| Legacy Wealth Asset Management, LLC | 0.11% | Reduce -22.9% | 3,825 | $479K |
| MQS Management LLC | 0.58% | New | 3,805 | $476K |
| HUB Investment Partners, LLC | 0.01% | New | 3,723 | $466K |
| Prudential Financial Inc. | 0.00% | Reduce -6.1% | 3,672 | $460K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Add +402.7% | 3,589 | $449K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -51.0% | 3,588 | $449K |
| Coldstream Capital Management Inc. | 0.01% | Add +8.2% | 3,556 | $445K |
| EntryPoint Capital, LLC | 0.11% | No change | 3,504 | $439K |
| Riverwater Partners LLC | 0.13% | Add +27.4% | 3,481 | $436K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,430 | $429K |
| Aaron Wealth Advisors LLC | 0.02% | New | 3,399 | $426K |
| Crestwood Advisors Group, LLC | 0.01% | New | 3,290 | $412K |
| Dakota Wealth Management | 0.01% | Add +0.8% | 3,230 | $404K |
| Cannell & Spears LLC | 0.01% | No change | 3,229 | $404K |
| Vident Advisory, LLC | 0.00% | Reduce -8.1% | 3,139 | $393K |
| Inscription Capital, LLC | 0.03% | Reduce -6.2% | 3,088 | $387K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,085 | $386K |
| Boit C F David | 0.16% | No change | 3,000 | $376K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,969 | $372K |
| Canvas Wealth Advisors, LLC | 0.05% | Add +61.8% | 2,959 | $371K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | Reduce -97.4% | 2,949 | $369K |
| Fulton Bank, N.A. | 0.01% | Add +9.2% | 2,939 | $368K |
| Frec Markets, Inc. | 0.03% | New | 2,928 | $367K |
| Kera Capital Partners, Inc. | 0.04% | New | 2,903 | $363K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -9.5% | 2,878 | $360K |
| DNB Asset Management AS | 0.00% | No change | 2,831 | $354K |
| HB Wealth Management, LLC | 0.00% | Reduce -15.9% | 2,822 | $353K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +43.9% | 2,816 | $353K |
| HSBC Holdings PLC | 0.00% | Reduce -1.1% | 2,806 | $351K |
| Blair William & Co. | 0.00% | Reduce -23.9% | 2,797 | $350K |
| Crumly & Associates Inc. | 0.07% | Add +12.9% | 2,786 | $349K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +0.3% | 2,760 | $346K |
| Mosley Wealth Management | 0.11% | New | 2,709 | $339K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,699 | $338K |
| Blueshift Asset Management, LLC | 0.08% | New | 2,694 | $337K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -77.5% | 2,671 | $334K |
| Highland Capital Management, LLC | 0.02% | No change | 2,666 | $334K |
| Guggenheim Capital LLC | 0.00% | Reduce -14.3% | 2,644 | $331K |
| MML Investors Services, LLC | 0.00% | Add +14.1% | 2,584 | $323K |
| Nykredit A/S | 0.00% | — | 2,574 | $322K |
| Ballentine Partners, LLC | 0.00% | Reduce -18.4% | 2,559 | $320K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -1.9% | 2,506 | $316K |
| Novem Group | 0.03% | Reduce -4.8% | 2,518 | $315K |
| Shelton Capital Management | 0.01% | Add +11.5% | 2,451 | $307K |
| Ridgewood Investments LLC | 0.11% | Reduce -3.9% | 2,444 | $306K |
| Rockport Wealth LLC | 0.05% | No change | 2,436 | $305K |
| Integrated Wealth Concepts LLC | 0.00% | Add +14.5% | 2,395 | $300K |
| Cresset Asset Management, LLC | 0.00% | Add +20.2% | 2,375 | $297K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -42.4% | 2,370 | $297K |
| Jane Street Group, LLC | 0.00% | Reduce -87.8% | 2,303 | $288K |
| Oak Thistle LLC | 0.03% | Reduce -85.8% | 2,284 | $286K |
| Argent Trust Co | 0.01% | Reduce -8.5% | 2,278 | $285K |
| First National Advisers, LLC | 0.04% | Reduce -14.3% | 2,277 | $285K |
| Okabena Investment Services Inc. | 0.05% | Reduce -18.2% | 2,250 | $282K |
| AlphaGrep UK Ltd | 0.08% | Reduce -41.5% | 2,224 | $278K |
| GatePass Capital, LLC | 0.11% | No change | 2,210 | $277K |
| Choreo, LLC | 0.00% | New | 2,179 | $273K |
| NorthRock Partners, LLC | 0.00% | New | 2,158 | $270K |
| CIBC Asset Management Inc | 0.00% | No change | 2,115 | $265K |
| Commerce Bank | 0.00% | Reduce -0.8% | 2,098 | $263K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 2,084 | $261K |
| Atria Investments, Inc | 0.00% | Reduce -6.8% | 2,074 | $260K |
| Bridgefront Capital, LLC | 0.07% | Reduce -53.8% | 2,061 | $258K |
| Platform Technology Partners | 0.04% | New | 2,060 | $258K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.2% | 2,039 | $255K |
| Private Advisor Group, LLC | 0.00% | New | 2,009 | $252K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,008 | $251K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,002 | $251K |
| Optas, LLC | 0.04% | Add +5.6% | 1,994 | $250K |
| Smith, Moore & Co. | 0.02% | Reduce -39.3% | 1,985 | $248K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 1,972 | $247K |
| STRS Ohio | 0.00% | Add +26.0% | 1,971 | $247K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,963 | $244K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 1,945 | $244K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,941 | $243K |
| Praxis Investment Management Inc. | 0.01% | New | 1,918 | $240K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.2% | 1,906 | $239K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 1,888 | $236K |
| KBC Group NV | 0.00% | No change | 1,885 | $236K |
| Claret Asset Management Corp | 0.03% | New | 1,881 | $235K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Reduce -0.2% | 1,801 | $225K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -4.9% | 1,798 | $225K |
| Phillips Wealth Planners LLC | 0.17% | No change | 1,762 | $225K |
| Groupama Asset Managment | 0.00% | No change | 1,785 | $224K |
| Arax Advisory Partners | 0.00% | Add +124.4% | 1,786 | $224K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -74.0% | 1,770 | $222K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -29.1% | 1,751 | $219K |
| Requisite Capital Management, LLC | 0.04% | Reduce -0.3% | 1,735 | $217K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -14.9% | 1,722 | $216K |
| Evolve Private Wealth, LLC | 0.01% | New | 1,699 | $213K |
| Larson Financial Group LLC | 0.01% | Add +280.4% | 1,693 | $212K |
| Legacy Advisory Services, LLC | 0.14% | New | 1,637 | $205K |
| Faithward Advisors, LLC | 0.02% | New | 1,632 | $204K |
| Toronto Dominion Bank | 0.00% | Reduce -70.9% | 1,622 | $203K |
| GAMMA Investing LLC | 0.01% | Add +42.6% | 1,607 | $201K |
| Trust Co. of Vermont | 0.01% | — | 1,521 | $190K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.8% | 1,470 | $184K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -32.4% | 1,325 | $166K |
| Manchester Capital Management LLC | 0.02% | Add +0.3% | 1,285 | $161K |
| TFC Financial Management, Inc. | 0.02% | Reduce -4.5% | 1,245 | $156K |
| SG Americas Securities, LLC | 0.00% | Reduce -89.2% | 1,177 | $147K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 1,100 | $138K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +12.0% | 1,030 | $129K |
| Godfrey Financial Associates, Inc. | 0.10% | No change | 1,000 | $125K |
| Montag A & Associates Inc. | 0.01% | Add +0.2% | 981 | $123K |
| Bullock Wealth Management Group | 0.05% | Add +0.3% | 963 | $121K |
| Steph & Co. | 0.03% | Add +7.0% | 932 | $117K |
| Parallel Advisors, LLC | 0.00% | Add +4.0% | 916 | $115K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.8% | 811 | $102K |
| Smithfield Trust Co | 0.00% | No change | 800 | $100K |
| National Bank of Canada | 0.00% | Reduce -5.0% | 798 | $100K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +6.6% | 793 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.1% | 774 | $97K |
| Nisa Investment Advisors, LLC | 0.00% | Add +147.1% | 771 | $97K |
| UMB Bank, n.a. | 0.00% | Reduce -15.6% | 741 | $93K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 721 | $90K |
| Signaturefd, LLC | 0.00% | Add +22.8% | 711 | $89K |
| Adirondack Trust Co. | 0.03% | No change | 700 | $88K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 700 | $88K |
| Lanark Financial, Inc. | 0.01% | Reduce -7.7% | 695 | $87K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.6% | 597 | $75K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -44.2% | 565 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 474 | $59K |
| Bessemer Group Inc. | 0.00% | Reduce -7.0% | 466 | $59K |
| Trust Co. of Toledo NA | 0.00% | No change | 470 | $59K |
| Huntington National Bank | 0.00% | Add +12.3% | 455 | $57K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1791.3% | 435 | $54K |
| Blue Trust, Inc. | 0.00% | No change | 425 | $53K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +11.9% | 424 | $53K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -34.0% | 422 | $53K |
| Clearstead Advisors, LLC | 0.00% | Add +4.8% | 415 | $52K |
| True Wealth Design, LLC | 0.01% | Add +81.3% | 397 | $50K |
| Global Retirement Partners, LLC | 0.00% | — | 367 | $46K |
| Eastern Bank | 0.00% | Reduce -22.2% | 350 | $44K |
| Los Angeles Capital Management LLC | 0.00% | No change | 314 | $39K |
| Institute for Wealth Management, LLC. | 0.00% | New | 304 | $38K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.4% | 300 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Add +41.9% | 298 | $37K |
| Ameriflex Group, Inc. | 0.01% | Add +0.3% | 292 | $37K |
| HM Payson & Co. | 0.00% | No change | 287 | $36K |
| Whittier Trust Co. | 0.00% | No change | 283 | $36K |
| Bayforest Capital Ltd | 0.03% | Reduce -15.3% | 282 | $35K |
| Mather Group, Llc. | 0.00% | No change | 263 | $33K |
| Piscataqua Savings Bank | 0.02% | No change | 253 | $32K |
| Alerus Financial NA | 0.00% | Reduce -37.5% | 252 | $32K |
| Silvant Capital Management LLC | 0.00% | New | 240 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -54.7% | 240 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Add +15.9% | 233 | $29K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -37.5% | 225 | $28K |
| GW&K Investment Management, LLC | 0.00% | Reduce -17.3% | 205 | $26K |
| Measured Wealth Private Client Group, LLC | 0.01% | Add +21.4% | 204 | $26K |
| MV Capital Management, Inc. | 0.00% | Reduce -16.3% | 201 | $25K |
| MCF Advisors LLC | 0.00% | No change | 192 | $24K |
| Simplex Trading, LLC | 0.00% | Reduce -69.2% | 180 | $23K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 175 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 172 | $22K |
| Ares Financial Consulting, LLC | 0.01% | No change | 166 | $21K |
| IFP Advisors, Inc | 0.00% | Reduce -54.5% | 162 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 150 | $19K |
| Centerpoint Advisors, LLC | 0.01% | Add +41.9% | 149 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -20.9% | 136 | $17K |
| Covestor Ltd | 0.01% | Reduce -56.1% | 133 | $17K |
| Aviso Financial Inc. | 0.00% | Reduce -99.4% | 133 | $17K |
| SJS Investment Consulting Inc. | 0.00% | Add +34.7% | 132 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -47.5% | 126 | $16K |
| Crewe Advisors LLC | 0.00% | Add +28.9% | 107 | $13K |
| Private Trust Co. NA | 0.00% | No change | 98 | $12K |
| Quent Capital, LLC | 0.00% | Add +158.8% | 88 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 86 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -31.7% | 82 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 79 | $10K |
| Global X Japan Co., Ltd. | 0.00% | Add +6.9% | 77 | $10K |
| Highline Wealth Partners LLC | 0.00% | New | 75 | $9K |
| IFG Advisory, LLC | 0.00% | New | 69 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 65 | $8K |
| Quarry LP | 0.00% | Reduce -90.2% | 56 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Add +50.0% | 51 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 50 | $6K |
| Your Advocates Ltd., LLP | 0.00% | No change | 50 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -93.9% | 46 | $6K |
| Anchor Investment Management, LLC | 0.00% | New | 43 | $5K |
| High Note Wealth, LLC | 0.00% | Add +27.3% | 42 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +20.6% | 41 | $5K |
| Rossby Financial, LCC | 0.00% | Add +11.1% | 40 | $5K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -4.8% | 40 | $5K |
| Spire Wealth Management | 0.00% | No change | 38 | $5K |
| LRI Investments, LLC | 0.00% | New | 37 | $5K |
| Sachetta, LLC | 0.00% | Add +5.9% | 36 | $5K |
| Marquette Asset Management, LLC | 0.00% | Add +750.0% | 34 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -23.8% | 32 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +7.1% | 30 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 30 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -66.3% | 29 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 28 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 28 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +125.0% | 27 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 28 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +8.0% | 27 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +35.0% | 27 | $3K |
| Bfsg, LLC | 0.00% | New | 25 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +300.0% | 24 | $3K |
| Key Capital Management, INC | 0.00% | Add +41.2% | 24 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +475.0% | 23 | $3K |
| Planning Strategies Inc. | 0.00% | — | 21 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 20 | $3K |
| JPL Wealth Management, LLC | 0.00% | Reduce -68.8% | 19 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 19 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +200.0% | 18 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 18 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +41.7% | 17 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 16 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +60.0% | 16 | $2K |
| Ancora Advisors LLC | 0.00% | Reduce -86.0% | 16 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -21.1% | 15 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -42.3% | 15 | $2K |
| Heritage Wealth Advisors | 0.00% | No change | 14 | $2K |
| MidFirst Bank | 0.00% | No change | 14 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 12 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +200.0% | 12 | $2K |
| First Horizon Corp. | 0.00% | No change | 12 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $1K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 10 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 10 | $1K |
| SHP Wealth Management | 0.00% | New | 10 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -16.7% | 10 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -91.1% | 9 | $1K |
| Cornerstone Financial Management LLC | 0.00% | New | 8 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +60.0% | 8 | $1K |
| First Pacific Financial | 0.00% | Reduce -86.0% | 8 | $1K |
| Avion Wealth | 0.00% | No change | 8 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +133.3% | 7 | $877 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -30.0% | 7 | $876 |
| Fulcrum Asset Management LLP | 0.00% | New | 6 | $752 |
| Leonteq Securities AG | 0.00% | No change | 6 | $751 |
| POM Investment Strategies, LLC | 0.00% | New | 5 | $626 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -83.3% | 5 | $626 |
| Hughes Financial Services, LLC | 0.00% | Reduce -44.4% | 5 | $626 |
| North Star Investment Management Corp. | 0.00% | Reduce -20.0% | 4 | $501 |
| Financial Management Professionals, Inc. | 0.00% | No change | 4 | $501 |
| Prestige Wealth Management Group LLC | 0.00% | Add +200.0% | 3 | $376 |
| Kingdom Financial Group LLC. | 0.00% | New | 2 | $261 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $251 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -66.7% | 1 | $126 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $126 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $126 |
| Signature Equity Partners, LLC | 0.00% | No change | 1 | $125 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $125 |
| Activest Wealth Management | 0.00% | Reduce -92.9% | 1 | $125 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $125 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $109 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 1 | $82 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
| Navigoe, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is ATR's weight in each manager's 13F, not the share of Aptargroup Inc. the manager owns.