Avery DennisonAVY
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 775 institutions reported holding Avery Dennison Corp. (AVY) in their 13F filings, down 23 from Q4 2024. 67 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.3B) and T. Rowe Price Investment Management, Inc. ($756.3M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avery Dennison Corp.
- Sector
- Consumer Discretionary
- CUSIP
- 053611109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $51.9M |
| Exits | 90 | $294.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,430,813 shares bought and 5,684,003 shares sold, net −1,253,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 775 holders
| Vanguard Group Inc. | 0.03% | Add +2.9% | 9,959,263 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -5.1% | 7,051,049 | $1.3B |
| T. Rowe Price Investment Management, Inc. | 0.50% | Add +0.6% | 4,249,377 | $756.3M |
| State Street Corp. | 0.03% | Add +2.9% | 3,623,305 | $644.8M |
| Morgan Stanley | 0.03% | Add +11.8% | 2,670,756 | $475.3M |
| Geode Capital Management, LLC | 0.03% | Add +3.4% | 2,174,606 | $385.9M |
| Ameriprise Financial Inc. | 0.10% | Reduce -8.8% | 1,993,087 | $354.7M |
| Neuberger Berman Group LLC | 0.28% | Reduce -7.4% | 1,875,917 | $333.8M |
| Lazard Asset Management LLC | 0.55% | Add +0.1% | 1,844,370 | $328.2M |
| Victory Capital Management Inc. | 0.29% | Add +17.3% | 1,582,933 | $281.7M |
| Invesco Ltd. | 0.05% | Add +7.1% | 1,541,787 | $274.4M |
| Fiduciary Management Inc. | 2.22% | Reduce -3.4% | 1,292,477 | $230.0M |
| T. Rowe Price Associates Inc. | 0.03% | Add +1.2% | 1,193,864 | $212.5M |
| Northern Trust Corp. | 0.03% | Add +4.0% | 1,150,068 | $204.7M |
| Norges Bank | 0.02% | Reduce -1.9% | 989,453 | $176.1M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.9% | 920,424 | $163.8M |
| Navera Investment Management Ltd. | 2.69% | Add +4.4% | 827,913 | $147.3M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -0.2% | 810,373 | $144.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +5.1% | 772,063 | $137.4M |
| Bank of America Corp. | 0.01% | Add +20.2% | 760,523 | $135.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.1% | 748,789 | $133.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.6% | 710,247 | $126.4M |
| Qube Research & Technologies Ltd | 0.19% | Add +27.6% | 682,586 | $121.5M |
| Public Investment Fund | 0.60% | No change | 655,056 | $116.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -30.1% | 593,409 | $105.6M |
| Sterling Capital Management LLC | 1.43% | Reduce -3.9% | 515,638 | $91.8M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.7% | 480,738 | $85.6M |
| Legal & General Group Plc | 0.02% | Add +0.1% | 456,525 | $81.2M |
| Silvercrest Asset Management Group LLC | 0.56% | Add +5.3% | 436,168 | $77.6M |
| Homestead Advisers Corp | 1.85% | No change | 424,658 | $75.6M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.1% | 413,677 | $73.6M |
| Amundi | 0.03% | Add +26.2% | 413,258 | $72.9M |
| Bahl & Gaynor LLC | 0.36% | Add +17.0% | 397,143 | $70.7M |
| Westfield Capital Management Co. LP | 0.34% | Reduce -0.3% | 394,064 | $70.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.4% | 386,707 | $68.8M |
| DekaBank Deutsche Girozentrale | 0.13% | Reduce -1.4% | 386,434 | $67.6M |
| TD Asset Management Inc | 0.06% | Add +1.2% | 365,625 | $65.1M |
| Schroder Investment Management Group | 0.06% | Reduce -10.1% | 339,769 | $59.7M |
| Deutsche Bank AG | 0.02% | Reduce -27.9% | 335,521 | $59.7M |
| DAVENPORT & Co LLC | 0.34% | Add +905.0% | 324,095 | $57.5M |
| First Trust Advisors LP | 0.05% | Add +15.4% | 319,469 | $56.9M |
| Barclays PLC | 0.03% | Add +5.0% | 314,798 | $56.0M |
| UBS Group AG | 0.01% | Reduce -30.9% | 311,319 | $55.4M |
| Boston Trust Walden Corp | 0.38% | Add +1.4% | 294,709 | $52.4M |
| Natixis Advisors, LLC | 0.10% | Add +8.1% | 291,133 | $51.8M |
| Truist Financial Corp. | 0.08% | Reduce -17.8% | 276,478 | $49.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Reduce -12.3% | 273,610 | $48.7M |
| Johnson Investment Counsel Inc. | 0.45% | Add +1305.6% | 264,452 | $47.1M |
| Nuveen, LLC | 0.01% | — | 260,279 | $46.3M |
| FMR LLC | 0.00% | Reduce -59.2% | 228,600 | $40.7M |
| Swiss National Bank | 0.03% | Reduce -0.4% | 226,500 | $40.3M |
| Bank of Montreal | 0.02% | Reduce -9.4% | 225,950 | $40.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -17.9% | 225,925 | $40.2M |
| Capital World Investors | 0.01% | Add +2.9% | 221,914 | $39.5M |
| Prudential Financial Inc. | 0.06% | Add +223.8% | 219,794 | $39.1M |
| Corient Private Wealth LP | 0.06% | Reduce -13.1% | 214,137 | $38.1M |
| Two Sigma Investments, LP | 0.08% | Add +194.8% | 208,224 | $37.1M |
| NewEdge Advisors, LLC | 0.22% | Add +10.8% | 206,880 | $36.8M |
| Comgest Global Investors S.A.S. | 0.65% | Reduce -12.9% | 205,893 | $36.6M |
| Anchor Capital Advisors LLC | 0.99% | Add +1.1% | 187,109 | $33.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 186,518 | $33.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.4% | 184,964 | $32.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -3.0% | 183,361 | $32.6M |
| Rhumbline Advisers | 0.03% | Add +8.4% | 172,428 | $30.7M |
| California State Teachers Retirement System | 0.04% | Reduce -2.8% | 164,463 | $29.3M |
| Royal Bank of Canada | 0.01% | Reduce -8.5% | 161,796 | $28.8M |
| Renaissance Technologies | 0.04% | Add +163.9% | 160,700 | $28.6M |
| Macquarie Group Ltd. | 0.04% | Reduce -5.3% | 159,179 | $28.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.31% | Add +14.3% | 152,498 | $27.1M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -25.3% | 152,136 | $27.1M |
| Voloridge Investment Management, LLC | 0.10% | Add +117.3% | 148,254 | $26.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +19.8% | 147,829 | $26.3M |
| HSBC Holdings PLC | 0.02% | Reduce -15.9% | 147,176 | $26.1M |
| Ferguson Wellman Capital Management, Inc. | 0.50% | Reduce -1.2% | 145,042 | $25.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.37% | Add +50.4% | 142,945 | $25.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.3% | 140,505 | $25.0M |
| Teacher Retirement System of Texas | 0.10% | Add +106.8% | 136,157 | $24.2M |
| Fenimore Asset Management Inc | 0.51% | Add +1.3% | 134,796 | $24.0M |
| California Public Employees Retirement System | 0.02% | Reduce -0.2% | 133,026 | $23.7M |
| Citadel Advisors | 0.02% | Add +1.9% | 132,853 | $23.6M |
| Retirement Systems of Alabama | 0.09% | Reduce -1.1% | 124,371 | $22.1M |
| AQR Capital Management | 0.02% | Add +24.0% | 124,077 | $21.9M |
| Comerica Bank | 0.09% | Add +4.0% | 122,631 | $21.8M |
| Shufro Rose & Co. LLC | 1.68% | Reduce -0.3% | 118,795 | $21.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Reduce -2.5% | 110,655 | $19.7M |
| Delta Asset Management LLC | 1.84% | Reduce -2.3% | 108,742 | $19.4M |
| Aristotle Atlantic Partners, LLC | 0.63% | Add +5.0% | 105,518 | $18.8M |
| Kennedy Capital Management LLC | 0.45% | Add +64.3% | 105,011 | $18.7M |
| Verition Fund Management LLC | 0.11% | Add +283.1% | 103,032 | $18.3M |
| Citigroup Inc. | 0.01% | Add +70.4% | 98,502 | $17.5M |
| Great Lakes Advisors, LLC | 0.15% | Reduce -3.1% | 96,056 | $17.1M |
| Millennium Management | 0.02% | Reduce -22.1% | 95,606 | $17.0M |
| Peapack Gladstone Financial Corp. | 0.25% | Reduce -11.5% | 95,151 | $16.9M |
| Quantinno Capital Management LP | 0.11% | Add +171.0% | 92,483 | $16.5M |
| Cramer Rosenthal McGlynn LLC | 1.15% | Reduce -15.4% | 89,598 | $15.9M |
| STRS Ohio | 0.07% | No change | 89,000 | $15.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.5% | 87,833 | $15.6M |
| Engineers Gate Manager LP | 0.25% | Add +283.1% | 84,229 | $15.0M |
| Holocene Advisors, LP | 0.04% | Add +62.3% | 82,103 | $14.6M |
| Two Sigma Advisers, LP | 0.03% | Add +165.7% | 82,100 | $14.6M |
| Trexquant Investment LP | 0.17% | Add +216.2% | 80,009 | $14.2M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -19.9% | 79,748 | $14.2M |
| Cerity Partners LLC | 0.03% | Reduce -4.1% | 79,498 | $14.1M |
| Gotham Asset Management | 0.12% | Add +149.2% | 78,389 | $14.0M |
| Distillate Capital Partners LLC | 0.71% | Reduce -7.2% | 77,698 | $13.8M |
| Trillium Asset Management, LLC | 0.37% | Add +1.3% | 73,039 | $13.0M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -21.4% | 72,894 | $13.0M |
| Congress Asset Management Co. | 0.10% | Add +15.6% | 72,888 | $13.0M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 72,497 | $12.9M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -10.2% | 71,149 | $12.6M |
| Systematic Alpha Investments, LLC | 0.48% | No change | 70,644 | $12.6M |
| Man Group plc | 0.04% | Reduce -10.4% | 70,413 | $12.5M |
| Gradient Investments LLC | 0.25% | Add +1.4% | 69,258 | $12.3M |
| Woodline Partners LP | 0.08% | Add +62.9% | 68,098 | $12.1M |
| Gateway Investment Advisers LLC | 0.14% | Reduce -8.5% | 67,934 | $12.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -0.3% | 66,696 | $11.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -4.2% | 65,009 | $11.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -2.5% | 64,178 | $11.4M |
| Baird Financial Group, Inc. | 0.02% | Add +3.6% | 63,725 | $11.3M |
| Andra AP-fonden | 0.18% | Reduce -20.6% | 63,000 | $11.2M |
| National Bank of Canada | 0.01% | Add +65.2% | 62,125 | $11.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -17.0% | 60,556 | $10.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 60,386 | $10.7M |
| Franklin Resources Inc. | 0.00% | Reduce -79.8% | 59,719 | $10.6M |
| State of Wisconsin Investment Board | 0.03% | Add +1.5% | 57,810 | $10.3M |
| Aviva PLC | 0.02% | Add +14.4% | 55,575 | $9.9M |
| LPL Financial LLC | 0.00% | Reduce -10.4% | 55,098 | $9.8M |
| Aberdeen Group plc | 0.02% | Add +77.9% | 54,063 | $9.6M |
| Financial Counselors Inc. | 0.14% | Reduce -0.3% | 52,690 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +1.4% | 52,689 | $9.4M |
| Segall Bryant & Hamill, LLC | 0.14% | Reduce -13.3% | 52,231 | $9.3M |
| Squarepoint Ops LLC | 0.02% | Add +363.3% | 51,792 | $9.2M |
| Regents Gate Capital LLP | 3.81% | Add +25066.0% | 50,332 | $9.0M |
| Calamos Advisors LLC | 0.06% | Add +1.1% | 48,473 | $8.6M |
| Bowen Hanes & Co. Inc. | 0.24% | Reduce -79.8% | 48,268 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.6% | 47,982 | $8.5M |
| Korea Investment CORP | 0.02% | Reduce -50.9% | 46,122 | $8.2M |
| Sone Capital Management, LLC | 0.84% | Add +515.1% | 46,058 | $8.2M |
| Forsta Ap-Fonden | 0.06% | Add +157.9% | 45,900 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.8% | 44,728 | $8.0M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.13% | No change | 44,394 | $7.9M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -6.6% | 44,129 | $7.9M |
| Twinbeech Capital LP | 0.14% | Add +3421.3% | 43,207 | $7.7M |
| Sei Investments Co. | 0.01% | Add +20.4% | 42,776 | $7.6M |
| Royal London Asset Management Ltd. | 0.02% | Add +18.8% | 42,766 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -14.1% | 42,679 | $7.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +0.2% | 42,267 | $7.5M |
| Curi Capital, LLC | 0.18% | Reduce -53.6% | 40,217 | $7.2M |
| Dupont Capital Management Corp. | 0.78% | No change | 39,613 | $7.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.07% | Add +3.1% | 38,990 | $6.9M |
| Toronto Dominion Bank | 0.02% | Add +43.4% | 38,884 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 38,751 | $6.9M |
| Stonebridge Capital Advisors LLC | 0.56% | Add +6.3% | 38,368 | $6.8M |
| Triglav Investments, D.O.O. | 0.56% | Reduce -5.2% | 37,750 | $6.7M |
| Treasurer of the State of North Carolina | 0.03% | Add +4.1% | 36,660 | $6.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -6.7% | 35,121 | $6.3M |
| Nordea Investment Management AB | 0.01% | Reduce -2.5% | 34,732 | $6.1M |
| Capital Fund Management S.A. | 0.08% | New | 34,230 | $6.1M |
| PGGM Investments | 0.08% | No change | 33,787 | $6.0M |
| US Bancorp \de | 0.01% | Add +0.1% | 33,719 | $6.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.6% | 33,551 | $6.0M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -37.0% | 32,533 | $5.8M |
| Meyer Handelman Co. | 0.20% | Add +41.7% | 32,283 | $5.7M |
| Voya Investment Management LLC | 0.01% | Reduce -1.7% | 32,177 | $5.7M |
| Lombard Odier Asset Management (Europe) Ltd | 0.52% | Add +137.7% | 31,929 | $5.7M |
| ExodusPoint Capital Management, LP | 0.07% | Add +83.5% | 31,055 | $5.5M |
| Mackenzie Financial Corp. | 0.01% | Add +139.2% | 30,791 | $5.5M |
| Palmer Knight Co | 2.65% | Reduce -1.6% | 30,626 | $5.5M |
| Channing Capital Management, LLC | 0.16% | Reduce -4.6% | 29,564 | $5.3M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -7.0% | 29,300 | $5.2M |
| Berger Financial Group, Inc | 0.36% | New | 29,292 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +0.5% | 29,093 | $5.2M |
| KLP Kapitalforvaltning As | 0.02% | No change | 27,659 | $4.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -0.9% | 26,623 | $4.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +10.4% | 26,358 | $4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +7.2% | 26,273 | $4.7M |
| Credit Agricole S A | 0.02% | Reduce -0.8% | 26,217 | $4.7M |
| Danske Bank A/S | 0.01% | Reduce -15.5% | 26,182 | $4.7M |
| Illinois Municipal Retirement Fund | 0.07% | Reduce -43.4% | 26,109 | $4.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.2% | 25,896 | $4.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | No change | 25,800 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +44.1% | 25,552 | $4.5M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -0.2% | 25,064 | $4.5M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -30.8% | 25,051 | $4.5M |
| Storebrand Asset Management As | 0.01% | Reduce -51.1% | 24,968 | $4.4M |
| Abn Amro Investment Solutions | 0.09% | Add +25.8% | 24,865 | $4.4M |
| Unigestion Holding SA | 0.26% | Reduce -41.4% | 24,746 | $4.4M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -10.4% | 24,671 | $4.4M |
| Arizona State Retirement System | 0.03% | Reduce -0.7% | 23,235 | $4.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 22,961 | $4.1M |
| State of Michigan Retirement System | 0.02% | No change | 22,587 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.8% | 22,176 | $3.9M |
| FIL Ltd | 0.00% | Reduce -12.6% | 21,883 | $3.9M |
| Handelsbanken Fonder AB | 0.02% | No change | 21,700 | $3.9M |
| M&T Bank Corp | 0.01% | Reduce -9.6% | 21,569 | $3.8M |
| Monte Financial Group, LLC | 1.66% | Add +291.6% | 22,240 | $3.8M |
| Assenagon Asset Management S.A. | 0.01% | Add +73.8% | 21,256 | $3.8M |
| American Century Companies Inc. | 0.00% | Add +3.4% | 21,070 | $3.7M |
| KBC Group NV | 0.01% | Add +12.0% | 20,420 | $3.6M |
| IFM Investors Pty Ltd | 0.04% | Add +1.0% | 19,954 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -83.5% | 19,233 | $3.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.4% | 21,358 | $3.4M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.0% | 18,792 | $3.3M |
| CW Advisors, LLC | 0.04% | Add +32.6% | 18,556 | $3.3M |
| Czech National Bank | 0.03% | Add +5.9% | 18,454 | $3.3M |
| Panagora Asset Management Inc. | 0.02% | Reduce -6.2% | 18,443 | $3.3M |
| James Investment Research, Inc. | 0.42% | Reduce -8.8% | 18,403 | $3.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.5% | 18,374 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.2% | 18,051 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | New | 17,977 | $3.2M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -1.6% | 17,910 | $3.2M |
| Magnetar Financial LLC | 0.05% | Add +595.3% | 17,799 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +16.6% | 17,214 | $3.1M |
| Terra Alpha Investments LLC | 3.32% | Add +10.8% | 17,171 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.5% | 17,133 | $3.0M |
| Dean Investment Associates, LLC | 0.45% | Add +17.7% | 17,037 | $3.0M |
| Tidal Investments LLC | 0.02% | Add +17.0% | 16,418 | $2.9M |
| 1832 Asset Management L.P. | 0.01% | Reduce -91.4% | 16,395 | $2.9M |
| Townsquare Capital LLC | 0.03% | Reduce -1.4% | 16,125 | $2.9M |
| Xponance LLC | 0.03% | Add +10.4% | 16,113 | $2.9M |
| Amalgamated Bank | 0.02% | Add +0.5% | 16,076 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Add +19.0% | 16,018 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Reduce -1.8% | 15,855 | $2.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +45.7% | 15,734 | $2.8M |
| DNB Asset Management AS | 0.01% | Add +0.4% | 15,722 | $2.8M |
| ASR Vermogensbeheer N.V. | 0.04% | — | 15,694 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +177.5% | 15,589 | $2.8M |
| Barbara Oil Co. | 1.12% | No change | 15,500 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -0.3% | 15,364 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -20.1% | 15,176 | $2.7M |
| ProShare Advisors LLC | 0.01% | Add +10.7% | 15,155 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Add +2.4% | 15,130 | $2.7M |
| Wellington Management Group LLP | 0.00% | New | 14,962 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +28.8% | 14,879 | $2.6M |
| XTX Topco Ltd | 0.14% | Add +167.3% | 14,854 | $2.6M |
| Sky Investment Group LLC | 0.50% | Add +0.1% | 14,825 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Add +1.9% | 14,795 | $2.6M |
| Mediolanum International Funds Ltd | 0.04% | Reduce -9.7% | 14,969 | $2.6M |
| Siemens Fonds Invest GmbH | 0.18% | Reduce -1.5% | 14,621 | $2.6M |
| Commerce Bank | 0.02% | Add +10.7% | 14,324 | $2.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +14.8% | 14,000 | $2.5M |
| Mirova | 0.44% | Reduce -2.2% | 13,850 | $2.5M |
| Elo Mutual Pension Insurance Co | 0.05% | New | 13,716 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +6.4% | 13,534 | $2.4M |
| Utah Retirement Systems | 0.03% | No change | 13,283 | $2.4M |
| Bill Few Associates, Inc. | 0.84% | Reduce -0.2% | 13,274 | $2.4M |
| Diversified Trust Co. | 0.06% | Add +0.2% | 13,216 | $2.4M |
| Condor Capital Management | 0.22% | Reduce -0.2% | 13,185 | $2.3M |
| Accurate Wealth Management, LLC | 0.42% | Reduce -3.3% | 13,086 | $2.2M |
| Bailard, Inc. | 0.06% | Add +2.9% | 12,380 | $2.2M |
| Choreo, LLC | 0.03% | Add +1.5% | 12,380 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 12,185 | $2.2M |
| Sompo Asset Management Co., Ltd. | 0.40% | Reduce -18.5% | 12,184 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Reduce -25.5% | 12,144 | $2.2M |
| FORA Capital, LLC | 0.22% | Reduce -9.7% | 12,038 | $2.1M |
| Sumitomo Life Insurance Co. | 0.08% | Reduce -0.5% | 12,035 | $2.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.12% | New | 12,033 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +11.5% | 11,840 | $2.1M |
| Henshaw Capital LLC | 0.09% | Add +18.1% | 11,826 | $2.1M |
| Balyasny Asset Management L.P. | 0.01% | New | 11,761 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -12.7% | 11,735 | $2.1M |
| UniSuper Management Pty Ltd | 0.02% | Add +3.0% | 11,522 | $2.1M |
| Optiver Holding B.V. | 0.08% | New | 11,428 | $2.0M |
| Manning & Napier Advisors LLC | 0.02% | Add +89.6% | 11,272 | $2.0M |
| Creative Planning | 0.00% | Add +3.8% | 11,170 | $2.0M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -6.5% | 11,090 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.3% | 11,010 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Add +9.3% | 10,951 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Reduce -1.1% | 10,862 | $1.9M |
| Tudor Investment Corporation | 0.02% | Reduce -64.7% | 10,839 | $1.9M |
| Metis Global Partners, LLC | 0.05% | Add +37.2% | 10,439 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -17.0% | 10,492 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -13.3% | 10,269 | $1.8M |
| ING Groep NV | 0.01% | Reduce -42.2% | 10,259 | $1.8M |
| Entropy Technologies, LP | 0.18% | Add +375.4% | 10,230 | $1.8M |
| Palisade Capital Management, LP | 0.06% | Add +50.7% | 10,052 | $1.8M |
| NJ State Employees Deferred Compensation Plan | 0.23% | No change | 10,000 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.6% | 9,926 | $1.8M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.0% | 9,918 | $1.8M |
| SummitTX Capital, L.P. | 0.08% | — | 9,857 | $1.8M |
| Penobscot Investment Management Company, Inc. | 0.16% | No change | 9,832 | $1.7M |
| Lindenwold Advisors, INC | 0.97% | Reduce -2.7% | 9,751 | $1.7M |
| Cibc World Markets Corp. | 0.01% | Reduce -77.7% | 9,691 | $1.7M |
| Occudo Quantitative Strategies LP | 0.23% | Reduce -6.8% | 9,800 | $1.7M |
| OP Asset Management Ltd | 0.03% | — | 9,599 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -21.5% | 9,574 | $1.7M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -7.5% | 9,500 | $1.7M |
| Dark Forest Capital Management LP | 0.08% | New | 9,498 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.1% | 9,459 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.9% | 9,342 | $1.7M |
| Dean Capital Management | 0.72% | Add +15.9% | 9,247 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Add +4.1% | 9,283 | $1.6M |
| Valley National Advisers Inc. | 0.29% | Add +3.7% | 8,920 | $1.6M |
| Tredje AP-fonden | 0.01% | No change | 8,603 | $1.5M |
| Bank of Nova Scotia | 0.00% | Reduce -21.8% | 8,393 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -7.7% | 8,232 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -32.1% | 8,125 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -64.9% | 8,116 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -3.0% | 8,088 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -54.2% | 8,090 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +5.8% | 7,936 | $1.4M |
| Figure 8 Investment Strategies LLC | 1.47% | Add +1.1% | 7,889 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | No change | 7,835 | $1.4M |
| Resources Management Corp. /CT/ | 0.19% | Reduce -0.8% | 7,738 | $1.4M |
| Eads & Heald Wealth Management | 0.70% | Reduce -0.6% | 7,719 | $1.4M |
| Debussy Capital Management LP | 0.22% | Reduce -5.6% | 7,613 | $1.4M |
| Smithbridge Asset Management Inc. | 0.25% | — | 7,603 | $1.4M |
| Albert D Mason Inc. | 0.91% | Add +1.9% | 7,548 | $1.3M |
| AlphaQuest LLC | 0.15% | Reduce -59.2% | 7,501 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +51.7% | 7,466 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.7% | 7,368 | $1.3M |
| Centiva Capital, LP | 0.07% | Add +48.9% | 7,309 | $1.3M |
| Rakuten Investment Management, Inc. | 0.01% | — | 7,344 | $1.3M |
| Zurich Insurance Group Ltd | 0.01% | No change | 7,200 | $1.3M |
| Private Trust Co. NA | 0.13% | Reduce -1.5% | 7,099 | $1.3M |
| Freestone Grove Partners LP | 0.01% | Reduce -33.5% | 7,014 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.11% | Reduce -0.8% | 7,007 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -2.2% | 6,991 | $1.2M |
| Investment Management Corp of Ontario | 0.03% | No change | 6,979 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 6,899 | $1.2M |
| Intech Investment Management LLC | 0.01% | New | 6,791 | $1.2M |
| Taylor Frigon Capital Management LLC | 0.71% | Add +2.7% | 6,719 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -17.7% | 6,713 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.2% | 6,708 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -15.3% | 6,674 | $1.2M |
| Cornercap Investment Counsel Inc. | 0.62% | Reduce -1.5% | 6,614 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.4% | 6,582 | $1.2M |
| Avanza Fonder AB | 0.04% | No change | 6,406 | $1.2M |
| Mizuho Securities USA LLC | 0.02% | Reduce -15.5% | 6,433 | $1.1M |
| Capital Planning Advisors, LLC | 0.18% | Reduce -6.1% | 6,431 | $1.1M |
| Adams Natural Resources Fund, Inc. | 0.16% | No change | 6,300 | $1.1M |
| JGP Wealth Management, LLC | 0.15% | Add +3.2% | 6,244 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +2.6% | 6,188 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 6,077 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.9% | 6,043 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.9% | 6,043 | $1.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 6,040 | $1.1M |
| Inceptionr LLC | 0.32% | New | 6,039 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.1% | 5,945 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +0.8% | 5,849 | $1.0M |
| Qsemble Capital Management, LP | 0.11% | Add +94.3% | 5,760 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +45.6% | 5,753 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -40.0% | 5,747 | $1.0M |
| Middleton & Co. Inc. | 0.12% | Reduce -10.6% | 5,700 | $1.0M |
| CHICAGO TRUST Co NA | 0.19% | Reduce -7.0% | 5,658 | $1.0M |
| Ethic Inc. | 0.02% | Reduce -18.6% | 5,560 | $998K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -20.5% | 5,540 | $986K |
| City Holding Co. | 0.14% | Reduce -9.6% | 5,516 | $982K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -5.0% | 5,492 | $977K |
| World Investment Advisors | 0.03% | Add +7.6% | 5,443 | $969K |
| Zions Bancorporation, National Association | 0.06% | — | 5,427 | $966K |
| Holderness Investments Co. | 0.22% | No change | 5,371 | $956K |
| Machina Capital S.A.S. | 0.28% | Add +148.2% | 5,342 | $951K |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 5,296 | $943K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.9% | 5,257 | $936K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.8% | 5,156 | $918K |
| Mattson Financial Services, LLC | 0.27% | Reduce -30.2% | 5,087 | $905K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -10.3% | 5,084 | $905K |
| Twelve Points Wealth Management LLC | 0.24% | Add +6.4% | 5,054 | $899K |
| DT Investment Partners, LLC | 0.09% | No change | 5,000 | $890K |
| Coastline Trust Co | 0.11% | Reduce -2.4% | 4,960 | $883K |
| Hartford Investment Management Co. | 0.03% | Reduce -1.0% | 4,912 | $874K |
| Norinchukin Bank, The | 0.02% | Add +17.6% | 4,887 | $870K |
| Amica Mutual Insurance Co. | 0.10% | New | 4,871 | $867K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +226.1% | 4,868 | $866K |
| Jefferies Financial Group Inc. | 0.02% | Add +67.1% | 4,846 | $862K |
| Sepio Capital, LP | 0.07% | Reduce -0.3% | 4,839 | $861K |
| 111 Capital | 0.16% | New | 4,734 | $843K |
| First City Capital Management, Inc. | 0.50% | Reduce -5.2% | 4,730 | $842K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.1% | 4,683 | $841K |
| Caprock Group, LLC | 0.03% | Add +255.7% | 4,678 | $833K |
| Intact Investment Management Inc. | 0.03% | New | 4,500 | $801K |
| Manchester Capital Management LLC | 0.10% | Add +0.6% | 4,490 | $799K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.1% | 4,471 | $796K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.2% | 4,468 | $795K |
| Swedbank AB | 0.00% | Reduce -98.5% | 4,432 | $789K |
| Vident Advisory, LLC | 0.01% | Add +92.1% | 4,416 | $786K |
| AMG National Trust Bank | 0.02% | No change | 4,400 | $783K |
| Penserra Capital Management LLC | 0.01% | Add +2049.5% | 4,385 | $779K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +109.4% | 4,372 | $778K |
| Pitcairn Co. | 0.05% | Add +1.0% | 4,348 | $774K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.2% | 4,319 | $769K |
| Louisiana State Employees Retirement System | 0.02% | No change | 4,300 | $765K |
| Atom Investors LP | 0.09% | New | 4,282 | $762K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -32.0% | 4,286 | $762K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +22.4% | 4,257 | $758K |
| Cypress Capital Group | 0.10% | Reduce -40.1% | 4,249 | $756K |
| Bryce Point Capital, LLC | 0.56% | New | 4,236 | $751K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.3% | 4,210 | $749K |
| Securian Asset Management, Inc. | 0.02% | No change | 4,205 | $748K |
| Old National Bancorp | 0.02% | Reduce -18.8% | 4,201 | $748K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.6% | 4,163 | $741K |
| &partners | 0.01% | Reduce -43.9% | 4,140 | $729K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -35.2% | 4,011 | $714K |
| Focus Partners Wealth | 0.00% | Add +3.5% | 3,918 | $697K |
| National Pension Service | 0.00% | Reduce -96.8% | 3,888 | $692K |
| Woodard & Co. Asset Management Group Inc. | 0.14% | No change | 3,879 | $690K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -2.6% | 3,775 | $672K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.4% | 3,745 | $666K |
| Cwm, LLC | 0.00% | Add +15.8% | 3,740 | $666K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.5% | 3,727 | $663K |
| River Wealth Advisors LLC | 0.09% | Reduce -3.0% | 3,646 | $649K |
| CI Investments Inc. | 0.00% | Add +10.8% | 3,554 | $633K |
| Aigen Investment Management, LP | 0.10% | Add +11.2% | 3,530 | $628K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -0.3% | 3,442 | $613K |
| Bridgefront Capital, LLC | 0.18% | New | 3,417 | $608K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.3% | 3,411 | $607K |
| Broadwater Capital Management LLC | 0.47% | No change | 3,360 | $598K |
| Alliance Wealth Advisors, LLC | 0.16% | Add +1.4% | 3,354 | $597K |
| Riverwater Partners LLC | 0.31% | Reduce -2.5% | 3,345 | $595K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +36.8% | 3,307 | $589K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.0% | 3,298 | $587K |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 3,298 | $587K |
| Huntington National Bank | 0.01% | Reduce -9.9% | 3,279 | $584K |
| Diversify Wealth Management, LLC | 0.04% | Add +30.3% | 3,381 | $581K |
| Knollwood Investment Advisory, LLC | 0.06% | No change | 3,261 | $580K |
| Fiduciary Trust Co | 0.01% | No change | 3,225 | $574K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 3,200 | $570K |
| iSAM Funds (UK) Ltd | 0.28% | New | 3,188 | $567K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +52.9% | 3,145 | $560K |
| Savant Capital, LLC | 0.00% | Reduce -16.4% | 3,039 | $541K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 3,035 | $540K |
| Boston Family Office LLC | 0.04% | No change | 3,000 | $534K |
| Sterling Group Wealth Management, LLC | 0.28% | No change | 2,969 | $528K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +11.3% | 2,953 | $526K |
| W1M Investment Management Ltd | 0.01% | No change | 2,940 | $523K |
| Empirical Finance, LLC | 0.03% | Add +4.6% | 2,921 | $520K |
| Hummer Financial Advisory Services Inc | 0.42% | Add +3.6% | 2,910 | $518K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -14.3% | 2,887 | $514K |
| NewEdge Wealth, LLC | 0.01% | Add +23.4% | 2,786 | $496K |
| Gallacher Capital Management LLC | 0.24% | New | 2,767 | $492K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -20.4% | 2,731 | $486K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | Add +87.1% | 2,713 | $483K |
| Chicago Partners Investment Group LLC | 0.02% | Add +75.5% | 2,786 | $478K |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 2,667 | $475K |
| Whittier Trust Co. | 0.01% | No change | 2,666 | $474K |
| Cresset Asset Management, LLC | 0.00% | Add +14.2% | 2,643 | $470K |
| Blue Trust, Inc. | 0.01% | Add +11.1% | 2,636 | $469K |
| Jump Financial, LLC | 0.01% | Reduce -10.5% | 2,631 | $468K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -53.2% | 2,606 | $464K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 2,582 | $460K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 2,555 | $455K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -61.0% | 2,547 | $453K |
| Nomura Holdings Inc. | 0.00% | Reduce -4.1% | 2,541 | $452K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.5% | 2,516 | $448K |
| Kelly Lawrence W & Associates Inc. | 0.11% | No change | 2,500 | $445K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.7% | 2,478 | $441K |
| Semanteon Capital Management, LP | 0.24% | New | 2,470 | $440K |
| Brown Financial Advisors | 0.18% | Add +7.4% | 2,466 | $439K |
| Tectonic Advisors LLC | 0.03% | Add +7.8% | 2,449 | $436K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.2% | 2,415 | $430K |
| GAMMA Investing LLC | 0.03% | Add +9.4% | 2,409 | $429K |
| Versor Investments LP | 0.07% | Reduce -55.1% | 2,402 | $427K |
| Legacy Wealth Management, LLC / MS | 0.14% | No change | 2,400 | $427K |
| Viawealth, LLC | 0.26% | No change | 2,393 | $426K |
| Radnor Capital Management, LLC | 0.07% | Add +11.2% | 2,390 | $425K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -53.4% | 2,364 | $421K |
| McElhenny Sheffield Capital Management, LLC | 0.15% | Add +10.0% | 2,324 | $414K |
| Copley Financial Group, Inc. | 0.32% | Reduce -0.3% | 2,314 | $412K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 2,300 | $409K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -3.1% | 2,268 | $404K |
| Keybank National Association | 0.00% | Reduce -4.3% | 2,265 | $403K |
| Acadian Asset Management LLC | 0.00% | Reduce -94.9% | 2,239 | $398K |
| Howland Capital Management LLC | 0.02% | No change | 2,236 | $398K |
| Miller Investment Management, LP | 0.04% | No change | 2,230 | $397K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.0% | 2,214 | $394K |
| Walleye Capital LLC | 0.00% | Add +3983.3% | 2,205 | $392K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 2,204 | $392K |
| Spire Wealth Management | 0.01% | Add +630.9% | 2,200 | $392K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,194 | $390K |
| Brown Advisory Inc. | 0.00% | Add +3.6% | 2,169 | $386K |
| Birch Hill Investment Advisors LLC | 0.02% | Reduce -1.3% | 2,166 | $385K |
| Heritage Trust Co | 0.04% | Reduce -29.8% | 2,071 | $369K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 2,068 | $368K |
| Mather Group, Llc. | 0.00% | Reduce -0.9% | 2,050 | $365K |
| Profund Advisors LLC | 0.02% | Add +16.1% | 2,044 | $364K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.4% | 2,030 | $361K |
| PharVision Advisers, LLC | 0.50% | Reduce -4.8% | 2,020 | $359K |
| Nilsine Partners, LLC | 0.04% | Add +0.1% | 1,969 | $350K |
| Essex Bank | 0.08% | No change | 1,941 | $345K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -20.1% | 1,934 | $344K |
| Ossiam | 0.00% | Reduce -90.0% | 1,906 | $339K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.2% | 1,901 | $338K |
| Lanark Financial, Inc. | 0.03% | — | 1,902 | $338K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.8% | 1,891 | $337K |
| Versant Capital Management, Inc | 0.06% | Add +2090.7% | 1,884 | $335K |
| Franklin Street Advisors Inc. | 0.02% | No change | 1,881 | $335K |
| Cynosure Group, LLC | 0.05% | Add +19.5% | 1,863 | $332K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.3% | 1,856 | $330K |
| Lakeridge Wealth Management LLC | 0.16% | Add +0.5% | 1,851 | $329K |
| Greenleaf Trust | 0.00% | Add +36.2% | 1,842 | $328K |
| Rossmore Private Capital | 0.04% | Add +0.1% | 1,833 | $326K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -9.1% | 1,828 | $325K |
| Advisory Services Network, LLC | 0.01% | Reduce -34.1% | 1,800 | $320K |
| Leonteq Securities AG | 0.02% | Add +6.5% | 1,778 | $316K |
| Marcum Wealth, LLC | 0.03% | Reduce -2.7% | 1,774 | $316K |
| Allstate Corp. | 0.01% | Reduce -23.0% | 1,768 | $315K |
| Kintegral Advisory, LLC | 0.03% | Reduce -0.3% | 1,752 | $312K |
| Intrust Bank NA | 0.03% | Reduce -22.5% | 1,740 | $310K |
| Norden Group LLC | 0.04% | Reduce -52.7% | 1,738 | $309K |
| United Services Automobile Association | 0.01% | New | 1,758 | $309K |
| Simon Quick Advisors, LLC | 0.02% | New | 1,735 | $309K |
| Equitable Holdings, Inc. | 0.00% | Add +27.5% | 1,716 | $305K |
| Vestcor Inc | 0.01% | Add +0.3% | 1,702 | $303K |
| MBB Public Markets I LLC | 0.03% | New | 1,680 | $299K |
| Baker Avenue Asset Management, LP | 0.01% | Add +52.6% | 1,679 | $299K |
| Plato Investment Management Ltd | 0.03% | No change | 1,650 | $297K |
| VELA Investment Management, LLC | 0.10% | No change | 1,651 | $294K |
| Allworth Financial LP | 0.00% | Reduce -13.6% | 1,691 | $294K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +120.0% | 1,650 | $293K |
| Athena Investment Management | 0.18% | No change | 1,648 | $293K |
| Centurion Wealth Management LLC | 0.09% | No change | 1,561 | $292K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +33.1% | 1,634 | $291K |
| Courier Capital LLC | 0.02% | No change | 1,617 | $288K |
| Addison Advisors LLC | 0.08% | No change | 1,600 | $285K |
| Quadrant Capital Group LLC | 0.01% | Add +108.9% | 1,594 | $284K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Reduce -14.5% | 1,587 | $282K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -45.2% | 1,572 | $280K |
| Merit Financial Group, LLC | 0.00% | Add +43.6% | 1,557 | $277K |
| Blueshift Asset Management, LLC | 0.11% | New | 1,554 | $277K |
| Trilogy Capital Inc. | 0.01% | New | 1,538 | $274K |
| Hilltop Holdings Inc. | 0.02% | Reduce -14.7% | 1,512 | $269K |
| Stoneridge Investment Partners LLC | 0.23% | Reduce -3.2% | 1,506 | $268K |
| Shell Asset Management Co. | 0.01% | Reduce -4.0% | 1,504 | $268K |
| Stonebridge Capital Management Inc. | 0.12% | No change | 1,500 | $267K |
| Waldron Private Wealth LLC | 0.01% | Reduce -28.3% | 1,500 | $267K |
| Aaron Wealth Advisors LLC | 0.03% | New | 1,499 | $267K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -66.7% | 1,494 | $266K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -16.6% | 1,482 | $264K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.4% | 1,482 | $264K |
| Burney Co./ | 0.01% | Add +11.1% | 1,478 | $263K |
| Vantage Wealth | 0.06% | No change | 1,472 | $262K |
| Ostrum Asset Management | 0.01% | Reduce -2.5% | 1,464 | $261K |
| Procyon Advisors, LLC | 0.02% | Add +1.5% | 1,447 | $257K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,430 | $254K |
| Mufg Securities Americas Inc. | 0.03% | Add +20.0% | 1,423 | $253K |
| Colonial Trust Co / SC | 0.04% | Reduce -5.8% | 1,421 | $253K |
| NorthRock Partners, LLC | 0.01% | Add +12.2% | 1,421 | $253K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,405 | $250K |
| Alpine Woods Capital Investors, LLC | 0.06% | Reduce -12.5% | 1,400 | $249K |
| Forum Financial Management, LP | 0.00% | New | 1,384 | $246K |
| Gsa Capital Partners LLP | 0.02% | New | 1,374 | $245K |
| Vinva Investment Management Ltd | 0.01% | Reduce -18.6% | 1,386 | $244K |
| Ascent Capital Management, LLC | 0.24% | Reduce -11.1% | 1,360 | $242K |
| Rinkey Investments | 0.08% | No change | 1,357 | $242K |
| Meeder Advisory Services, Inc. | 0.01% | Add +14.9% | 1,356 | $241K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 1,355 | $241K |
| Archer Investment Corp | 0.06% | New | 1,355 | $241K |
| Asset Dedication, LLC | 0.02% | Reduce -0.2% | 1,344 | $239K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -26.4% | 1,429 | $238K |
| Meridian Financial Advisors, LLC | 0.17% | No change | 1,331 | $237K |
| denkapparat Operations GmbH | 0.25% | New | 1,310 | $233K |
| Robeco Schweiz AG | 0.01% | Add +11.6% | 1,271 | $226K |
| Portside Wealth Group, LLC | 0.04% | Add +12.7% | 1,263 | $225K |
| Caldwell Trust Co | 0.02% | No change | 1,263 | $225K |
| Northern Financial Advisors Inc | 0.18% | No change | 1,252 | $223K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,216 | $216K |
| Federated Hermes, Inc. | 0.00% | Add +51.8% | 1,211 | $216K |
| Kera Capital Partners, Inc. | 0.06% | New | 1,204 | $214K |
| Fruth Investment Management | 0.06% | No change | 1,200 | $213K |
| Prospera Financial Services Inc | 0.00% | Reduce -61.5% | 1,177 | $210K |
| Independent Advisor Alliance | 0.01% | Reduce -39.9% | 1,176 | $209K |
| Ieq Capital, LLC | 0.00% | New | 1,175 | $209K |
| Gitterman Wealth Management, LLC | 0.06% | Add +1.1% | 1,162 | $207K |
| FineMark National Bank & Trust | 0.01% | Reduce -7.9% | 1,160 | $206K |
| Pathway Financial Advisors LLC | 0.04% | No change | 1,156 | $206K |
| Horizon Investments, LLC | 0.01% | Add +4.7% | 1,153 | $205K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -18.3% | 1,146 | $204K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -2.5% | 1,145 | $204K |
| Howard Bailey Securities, LLC | 0.07% | Reduce -46.4% | 1,143 | $203K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.1% | 1,142 | $203K |
| LMR Partners LLP | 0.01% | New | 1,137 | $202K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Add +111.4% | 1,074 | $202K |
| Apollon Wealth Management, LLC | 0.00% | No change | 1,130 | $201K |
| Fulton Bank, N.A. | 0.01% | No change | 1,127 | $201K |
| Parallel Advisors, LLC | 0.00% | Add +20.6% | 1,110 | $198K |
| iA Global Asset Management Inc. | 0.00% | New | 1,090 | $194K |
| Stephens Consulting, LLC | 0.05% | No change | 1,045 | $186K |
| MAI Capital Management | 0.00% | Add +14.0% | 1,040 | $185K |
| TD Private Client Wealth LLC | 0.00% | Add +3.5% | 1,006 | $179K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 958 | $170K |
| USA Financial Formulas | 0.03% | Add +50.2% | 945 | $168K |
| SVB Wealth LLC | 0.01% | New | 944 | $168K |
| Heritage Wealth Advisors | 0.01% | No change | 911 | $162K |
| South Dakota Investment Council | 0.00% | No change | 900 | $160K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.5% | 836 | $147K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 810 | $144K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 783 | $139K |
| Aviso Financial Inc. | 0.01% | Reduce -7.0% | 778 | $138K |
| Lindbrook Capital, LLC | 0.01% | Add +14.8% | 753 | $134K |
| Matrix Trust Co | 0.02% | Add +34.6% | 751 | $134K |
| Anchor Investment Management, LLC | 0.01% | No change | 751 | $134K |
| Principal Securities, Inc. | 0.00% | No change | 697 | $130K |
| West Oak Capital, LLC | 0.07% | No change | 700 | $125K |
| State of Wyoming | 0.02% | New | 683 | $122K |
| CX Institutional | 0.00% | New | 663 | $118K |
| Quarry LP | 0.03% | Add +31.1% | 657 | $117K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.7% | 640 | $115K |
| UMB Bank, n.a. | 0.00% | Add +5.2% | 643 | $114K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -28.8% | 634 | $113K |
| Capital A Wealth Management, LLC | 0.12% | No change | 622 | $111K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | — | 619 | $110K |
| Jones Financial Companies LLLP | 0.00% | Add +45.9% | 617 | $108K |
| Sit Investment Associates Inc. | 0.00% | Add +21.8% | 530 | $94K |
| Parkside Financial Bank & Trust | 0.01% | Add +14.9% | 508 | $90K |
| Clean Yield Group | 0.03% | No change | 504 | $90K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 500 | $89K |
| Amica Retiree Medical Trust | 0.13% | New | 476 | $85K |
| Signaturefd, LLC | 0.00% | Reduce -33.9% | 458 | $82K |
| Brooklyn Investment Group | 0.02% | Add +43.6% | 435 | $77K |
| Harbour Investments, Inc. | 0.00% | Add +1.6% | 434 | $77K |
| Strengthening Families & Communities, LLC | 0.05% | Reduce -13.6% | 350 | $77K |
| Salem Investment Counselors Inc. | 0.00% | No change | 408 | $73K |
| Crewe Advisors LLC | 0.01% | Add +1.8% | 407 | $72K |
| Abound Financial, LLC | 0.04% | New | 400 | $71K |
| Cohen & Steers, Inc. | 0.00% | New | 400 | $71K |
| Grove Bank & Trust | 0.01% | Add +17.7% | 393 | $70K |
| GeoWealth Management, LLC | 0.00% | Reduce -29.4% | 378 | $67K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.13% | No change | 375 | $67K |
| Rothschild Investment LLC | 0.00% | Reduce -15.2% | 373 | $66K |
| CoreCap Advisors, LLC | 0.00% | Reduce -57.7% | 370 | $66K |
| Silvant Capital Management LLC | 0.00% | No change | 368 | $65K |
| Eastern Bank | 0.00% | Reduce -3.6% | 350 | $62K |
| Arax Advisory Partners | 0.00% | Add +257.1% | 325 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.4% | 309 | $56K |
| Walleye Trading LLC | 0.00% | Add +20.8% | 302 | $54K |
| Adirondack Trust Co. | 0.02% | No change | 300 | $53K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.4% | 292 | $52K |
| American National Bank & Trust | 0.01% | New | 276 | $49K |
| Clearstead Advisors, LLC | 0.00% | Reduce -19.7% | 269 | $48K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.2% | 267 | $48K |
| Ransom Advisory, Ltd | 0.02% | No change | 240 | $43K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +800.0% | 234 | $42K |
| Cromwell Holdings LLC | 0.03% | No change | 235 | $42K |
| IFP Advisors, Inc | 0.00% | Add +2.7% | 230 | $41K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 225 | $40K |
| Costello Asset Management, INC | 0.02% | New | 223 | $40K |
| Geneos Wealth Management Inc. | 0.00% | Add +21.6% | 220 | $39K |
| Sentry Investment Management LLC | 0.03% | Reduce -22.9% | 233 | $39K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +6.9% | 216 | $38K |
| SouthState Bank Corp | 0.00% | Add +195.7% | 207 | $37K |
| Trust Co. of Vermont | 0.00% | Add +8.5% | 205 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.7% | 204 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 193 | $36K |
| Private Wealth Asset Management, LLC | 0.01% | — | 202 | $36K |
| American Capital Advisory, LLC | 0.02% | Add +0.5% | 201 | $36K |
| Headlands Technologies LLC | 0.00% | Reduce -52.3% | 201 | $36K |
| Sandy Spring Bank | 0.00% | No change | 200 | $36K |
| Quent Capital, LLC | 0.00% | Reduce -4.3% | 198 | $35K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 198 | $35K |
| Smithfield Trust Co | 0.00% | No change | 189 | $34K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +6.2% | 188 | $33K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 185 | $33K |
| Larson Financial Group LLC | 0.00% | Add +24.6% | 167 | $30K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -60.3% | 158 | $28K |
| Hemington Wealth Management | 0.00% | Add +3.9% | 160 | $28K |
| Bayforest Capital Ltd | 0.01% | New | 154 | $27K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 150 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +44.1% | 147 | $26K |
| Assetmark, Inc. | 0.00% | Reduce -64.2% | 142 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -22.6% | 140 | $25K |
| New Age Alpha Advisors, LLC | 0.00% | Add +11.1% | 140 | $25K |
| MCF Advisors LLC | 0.00% | Reduce -2.9% | 134 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.0% | 132 | $23K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 126 | $22K |
| Kennebec Savings Bank | 0.02% | No change | 126 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.8% | 124 | $22K |
| St Germain D J Co. Inc. | 0.00% | Add +303.3% | 121 | $22K |
| 2UniFi Bank | 0.01% | Add +72.3% | 112 | $21K |
| Covestor Ltd | 0.01% | Add +10.9% | 112 | $20K |
| First United Bank & Trust | 0.01% | No change | 106 | $19K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 100 | $18K |
| Coston, McIsaac & Partners | 0.01% | Add +1.0% | 98 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 89 | $16K |
| S&T Bank | 0.01% | No change | 89 | $16K |
| Bokf, NA | 0.00% | Reduce -50.3% | 84 | $15K |
| Chilton Capital Management LLC | 0.00% | No change | 83 | $15K |
| WPG Advisers, LLC | 0.01% | Add +40.4% | 73 | $13K |
| NewSquare Capital LLC | 0.00% | Add +421.4% | 73 | $13K |
| YANKCOM Partnership | 0.01% | No change | 70 | $12K |
| Dunhill Financial, LLC | 0.01% | Add +228.6% | 69 | $12K |
| Investors Research Corp | 0.00% | New | 69 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +91.7% | 69 | $12K |
| Pflug Koory, LLC | 0.01% | No change | 64 | $11K |
| West Paces Advisors Inc. | 0.00% | No change | 60 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 60 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 58 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 58 | $10K |
| MV Capital Management, Inc. | 0.00% | Reduce -3.6% | 54 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 53 | $9K |
| True Wealth Design, LLC | 0.00% | Add +642.9% | 52 | $9K |
| CVA Family Office, LLC | 0.00% | Add +15.6% | 52 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 50 | $9K |
| Alpine Bank Wealth Management | 0.00% | — | 50 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +128.6% | 48 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +91.7% | 46 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 45 | $8K |
| Stonebridge Financial Group, LLC | 0.00% | Add +2.3% | 44 | $8K |
| HM Payson & Co. | 0.00% | New | 43 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -63.2% | 42 | $7K |
| ORG Partners LLC | 0.00% | New | 39 | $7K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -7.1% | 39 | $7K |
| Valued Wealth Advisors LLC | 0.00% | No change | 38 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -35.1% | 37 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +150.0% | 35 | $6K |
| Saudi Central Bank | 0.03% | New | 32 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 32 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -5.9% | 32 | $6K |
| Binnacle Investments Inc | 0.00% | — | 31 | $6K |
| Copia Wealth Management | 0.00% | No change | 30 | $5K |
| Synergy Investment Management, LLC | 0.00% | No change | 30 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Add +37.9% | 40 | $5K |
| Global Financial Private Client, LLC | 0.00% | Add +64.7% | 28 | $5K |
| Dagco, Inc. | 0.00% | New | 27 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 27 | $5K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 26 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 26 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 25 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 25 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 25 | $4K |
| LRI Investments, LLC | 0.00% | No change | 24 | $4K |
| Solstein Capital, LLC | 0.00% | No change | 23 | $4K |
| Alaska Permanent Fund Corp | 0.00% | No change | 23 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 20 | $4K |
| Richardson Capital Management LLC | 0.00% | New | 20 | $4K |
| First Pacific Financial | 0.00% | Reduce -50.0% | 16 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 16 | $3K |
| LGT Financial Advisors LLC | 0.01% | Reduce -87.7% | 16 | $3K |
| Atala Financial Inc | 0.00% | No change | 15 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Add +25.0% | 15 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +15.4% | 15 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -26.3% | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 14 | $2K |
| Albion Financial Group | 0.00% | No change | 14 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -66.7% | 12 | $2K |
| ESL Trust Services, LLC | 0.00% | No change | 11 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 10 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 10 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 9 | $2K |
| Transce3nd, LLC | 0.00% | Reduce -25.0% | 9 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 8 | $1K |
| New Millennium Group LLC | 0.00% | New | 8 | $1K |
| Northwest Capital Management Inc | 0.00% | No change | 8 | $1K |
| Bellwether Advisors, LLC | 0.00% | No change | 8 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 8 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 7 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 7 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 7 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 7 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 6 | $1K |
| Rise Advisors, LLC | 0.00% | New | 6 | $1K |
| Greenline Partners, LLC | 0.00% | New | 6 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 5 | $902 |
| Sachetta, LLC | 0.00% | Reduce -44.4% | 5 | $890 |
| MorganRosel Wealth Management, LLC | 0.00% | New | 5 | $890 |
| Sound Income Strategies, LLC | 0.00% | No change | 5 | $890 |
| Piscataqua Savings Bank | 0.00% | No change | 5 | $889 |
| Clark Wealth Partners | 0.00% | New | 4 | $712 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 4 | $712 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -66.7% | 4 | $712 |
| Nvwm, LLC | 0.00% | Add +200.0% | 3 | $534 |
| Key Financial Inc | 0.00% | No change | 3 | $534 |
| Carolinas Wealth Consulting LLC | 0.00% | New | 3 | $534 |
| Winnacle Wealth LLC | 0.00% | Add +50.0% | 3 | $395 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $356 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $356 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $355 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -33.3% | 2 | $338 |
| Aspect Partners, LLC | 0.00% | No change | 1 | $178 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $178 |
| Creative Financial Designs Inc. | 0.00% | New | 1 | $178 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $178 |
| Avion Wealth | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is AVY's weight in each manager's 13F, not the share of Avery Dennison Corp. the manager owns.