Bank of MontrealBMO
13F holders, Q1 2025 (March 31)556holders +20
68new positions
46sold out
7famous investors
$95.70avg. 13F price*
At the end of Q1 2025, 556 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 20 from Q4 2024. 68 opened new positions and 46 sold out. The largest holders were Royal Bank of Canada ($5.5B), Vanguard Group Inc. ($3.0B) and Bank of Montreal ($2.9B). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q1 2025)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $99.5M |
| Exits | 46 | $117.9M |
All 13F filers, Q4 2024 → Q1 2025: 18,513,969 shares bought and 16,315,246 shares sold, net +2,198,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| Royal Bank of Canada | 1.23% | Reduce -4.9% | 57,581,379 | $5.5B |
| Vanguard Group Inc. | 0.05% | Add +1.6% | 30,997,776 | $3.0B |
| Bank of Montreal | 1.58% | Add +3.0% | 30,777,622 | $2.9B |
| TD Asset Management Inc | 1.52% | Reduce -1.8% | 17,301,762 | $1.7B |
| Cibc World Market Inc. | 3.72% | Add +4.1% | 17,087,920 | $1.6B |
| National Bank of Canada | 1.46% | Reduce -5.2% | 13,036,781 | $1.2B |
| Norges Bank | 0.14% | Reduce -0.6% | 10,406,807 | $993.9M |
| Mackenzie Financial Corp. | 1.38% | Reduce -16.8% | 10,169,333 | $971.1M |
| Bank of Nova Scotia | 1.82% | Reduce -5.6% | 8,409,367 | $803.2M |
| Toronto Dominion Bank | 2.00% | Reduce -4.5% | 8,123,939 | $775.9M |
| 1832 Asset Management L.P. | 1.27% | Reduce -6.1% | 6,940,637 | $662.9M |
| CIBC Asset Management Inc | 2.11% | Add +4.1% | 6,631,947 | $636.7M |
| JARISLOWSKY, FRASER Ltd | 3.92% | Reduce -2.4% | 6,549,559 | $625.4M |
| Manufacturers Life Insurance Company, The | 0.56% | Reduce -11.1% | 6,080,113 | $583.8M |
| Beutel, Goodman & Co Ltd. | 3.29% | Reduce -9.7% | 5,972,658 | $570.3M |
| Caisse de depot et placement du Quebec | 1.09% | No change | 5,419,567 | $517.5M |
| FIL Ltd | 0.47% | Add +139.1% | 5,187,198 | $495.3M |
| Geode Capital Management, LLC | 0.04% | Add +14.1% | 4,902,978 | $476.5M |
| FMR LLC | 0.03% | Reduce -4.5% | 4,972,536 | $474.8M |
| Legal & General Group Plc | 0.11% | Add +2.1% | 4,332,205 | $413.7M |
| Goldman Sachs Group Inc. | 0.07% | Add +200.2% | 4,083,505 | $390.0M |
| JPMorgan Chase & Co. | 0.03% | Add +8.3% | 3,938,484 | $376.2M |
| Fiera Capital Corp | 1.33% | Add +4.4% | 3,864,901 | $369.4M |
| Canada Pension Plan Investment Board | 0.34% | Add +66.5% | 3,676,637 | $351.2M |
| Bank of America Corp. | 0.03% | Add +109.1% | 3,645,893 | $348.2M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -1.1% | 3,564,378 | $340.4M |
| Scotia Capital Inc. | 1.77% | Reduce -0.9% | 3,463,496 | $330.0M |
| Federation des caisses Desjardins du Quebec | 1.52% | Reduce -34.6% | 3,220,279 | $307.0M |
| Morgan Stanley | 0.02% | Add +72.5% | 2,647,317 | $252.8M |
| TD Waterhouse Canada Inc. | 1.83% | Reduce -11.6% | 2,345,069 | $223.6M |
| Guardian Capital LP | 7.76% | Reduce -4.1% | 2,064,127 | $197.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.4% | 1,941,007 | $185.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.80% | Add +5.6% | 1,930,906 | $184.4M |
| Letko, Brosseau & Associates Inc. | 3.71% | Reduce -2.8% | 1,826,599 | $174.4M |
| Alberta Investment Management Corp | 1.17% | Add +22.2% | 1,700,523 | $162.4M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -1.4% | 1,585,114 | $151.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.30% | Reduce -11.9% | 1,432,634 | $136.8M |
| Clearbridge Investments, LLC | 0.12% | Reduce -5.0% | 1,392,883 | $133.0M |
| Newport Trust Company, LLC | 0.33% | Reduce -2.1% | 1,354,442 | $129.4M |
| Federated Hermes, Inc. | 0.25% | Add +3.2% | 1,197,775 | $114.4M |
| Mufg Securities (canada), LTD. | 3.70% | Reduce -0.2% | 1,112,032 | $106.2M |
| Cardinal Capital Management, Inc. | 3.60% | Reduce -13.8% | 1,108,517 | $105.9M |
| Deutsche Bank AG | 0.04% | Add +6.2% | 1,079,549 | $103.1M |
| Aviso Financial Inc. | 4.91% | Add +1.4% | 1,041,732 | $99.5M |
| Invesco Ltd. | 0.02% | Reduce -7.5% | 1,012,257 | $96.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +7.1% | 1,002,463 | $95.7M |
| Addenda Capital Inc. | 3.52% | Reduce -8.9% | 692,967 | $95.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.3% | 746,613 | $71.3M |
| Agf Management Ltd. | 0.38% | Reduce -35.3% | 634,805 | $71.1M |
| Amundi | 0.02% | Reduce -4.9% | 701,964 | $67.4M |
| UBS Group AG | 0.01% | Add +159.6% | 705,409 | $67.4M |
| Hillsdale Investment Management Inc. | 3.11% | Add +54.3% | 640,284 | $61.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.37% | Add +37.9% | 625,140 | $59.7M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 622,467 | $59.5M |
| Northern Trust Corp. | 0.01% | Add +6.1% | 570,798 | $54.5M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 3.98% | Add +57.8% | 563,083 | $53.8M |
| Nuveen, LLC | 0.02% | — | 545,351 | $52.1M |
| Aviva PLC | 0.12% | Add +16.3% | 510,412 | $48.8M |
| Value Partners Investments Inc. | 4.19% | Add +803.3% | 508,135 | $48.6M |
| Bank of Nova Scotia Trust Co. | 5.16% | Add +0.5% | 506,324 | $48.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.0% | 493,213 | $47.1M |
| Voloridge Investment Management, LLC | 0.17% | Reduce -25.7% | 487,826 | $46.6M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -0.5% | 477,649 | $45.6M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 464,762 | $44.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 464,123 | $44.3M |
| Two Sigma Investments, LP | 0.10% | Reduce -8.6% | 463,940 | $44.3M |
| Korea Investment CORP | 0.11% | Reduce -4.0% | 459,216 | $43.8M |
| D. E. Shaw & Co. | 0.05% | Reduce -51.0% | 432,150 | $41.3M |
| First Trust Advisors LP | 0.04% | Reduce -3.8% | 430,568 | $41.1M |
| State of Tennessee, Department of Treasury | 0.15% | Add +0.1% | 418,739 | $40.0M |
| Pictet Asset Management Holding SA | 0.04% | Add +4.7% | 398,858 | $38.1M |
| HSBC Holdings PLC | 0.02% | Reduce -17.5% | 380,139 | $36.3M |
| APG Asset Management N.V. | 0.11% | Reduce -0.0% | 397,100 | $35.1M |
| LPL Financial LLC | 0.01% | Add +8.7% | 352,524 | $33.7M |
| Franklin Resources Inc. | 0.01% | Add +1.4% | 338,918 | $32.4M |
| Guardian Partners Inc. | 3.28% | Reduce -7.3% | 349,913 | $31.8M |
| Bessemer Group Inc. | 0.06% | Add +1240.6% | 323,226 | $30.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +5.0% | 305,921 | $29.2M |
| Intact Investment Management Inc. | 0.95% | Reduce -63.5% | 291,070 | $27.8M |
| Van Eck Associates Corp. | 0.03% | Add +42.1% | 277,461 | $26.5M |
| Russell Investments Group, Ltd. | 0.03% | Add +9.0% | 259,852 | $24.8M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 242,512 | $23.2M |
| Montrusco Bolton Investments Inc. | 0.30% | New | 242,313 | $23.1M |
| Millennium Management | 0.02% | Reduce -11.0% | 238,662 | $22.8M |
| Cidel Asset Management Inc. | 1.48% | Add +1.4% | 237,194 | $22.6M |
| Citigroup Inc. | 0.02% | Reduce -14.7% | 231,752 | $22.1M |
| Rempart Asset Management Inc. | 4.41% | Reduce -0.9% | 223,843 | $21.4M |
| OMERS ADMINISTRATION Corp | 0.18% | No change | 219,955 | $21.0M |
| Forsta Ap-Fonden | 0.15% | Add +20.5% | 208,400 | $19.9M |
| Northwest & Ethical Investments L.P. | 0.53% | Add +40.6% | 202,639 | $19.4M |
| American Century Companies Inc. | 0.01% | Add +1.1% | 196,451 | $18.8M |
| SIG North Trading, ULC | 3.67% | Add +1425.2% | 188,630 | $18.0M |
| Cardinal Point Capital Management ULC | 1.60% | New | 183,378 | $17.4M |
| Canerector Inc. | 13.32% | No change | 125,000 | $17.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.10% | Add +0.7% | 162,496 | $15.5M |
| Jane Street Group, LLC | 0.03% | Reduce -11.3% | 160,757 | $15.4M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +2.9% | 158,043 | $15.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +11.4% | 154,353 | $14.7M |
| Varma Mutual Pension Insurance Co | 0.12% | Reduce -10.4% | 145,829 | $13.9M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +0.1% | 144,907 | $13.7M |
| Triasima Portfolio Management inc. | 2.69% | Add +6664.6% | 143,072 | $13.7M |
| Investment Management Corp of Ontario | 0.28% | Add +15.7% | 142,020 | $13.6M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Reduce -14.3% | 134,900 | $12.9M |
| Generali Asset Management SPA SGR | 0.31% | Add +29.9% | 92,962 | $12.8M |
| Wellington Management Group LLP | 0.00% | Reduce -18.8% | 131,906 | $12.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.4% | 127,473 | $12.2M |
| Barometer Capital Management Inc. | 4.13% | New | 81,722 | $11.1M |
| AMF Tjanstepension AB | 0.08% | No change | 114,887 | $11.0M |
| Pinnacle Financial Partners Inc | 0.22% | Reduce -18.3% | 115,007 | $11.0M |
| Capital Fund Management S.A. | 0.14% | Reduce -11.4% | 113,889 | $10.9M |
| Vontobel Holding Ltd. | 0.04% | No change | 113,519 | $10.8M |
| AXA S.A. | 0.04% | Add +189.5% | 112,570 | $10.8M |
| USS Investment Management Ltd | 0.08% | No change | 109,005 | $10.4M |
| Man Group plc | 0.03% | Add +101.4% | 106,270 | $10.1M |
| Intech Investment Management LLC | 0.10% | Add +30.0% | 104,254 | $10.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Add +2.5% | 99,450 | $9.5M |
| American Assets Investment Management, LLC | 0.80% | No change | 96,000 | $9.2M |
| Macquarie Group Ltd. | 0.01% | Add +3990.7% | 66,433 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 92,080 | $8.8M |
| Claret Asset Management Corp | 1.66% | New | 87,422 | $8.3M |
| Swiss Life Asset Management Ltd | 0.06% | Add +32.7% | 87,184 | $8.3M |
| Utah Retirement Systems | 0.09% | No change | 81,172 | $7.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.1% | 74,363 | $7.1M |
| Lorne Steinberg Wealth Management Inc. | 2.07% | Add +7.5% | 74,131 | $7.1M |
| Citadel Advisors | 0.01% | Add +10.2% | 70,829 | $6.8M |
| Public Sector Pension Investment Board | 0.03% | Add +0.4% | 70,318 | $6.7M |
| St Germain D J Co. Inc. | 0.31% | Reduce -6.0% | 68,820 | $6.6M |
| Maryland State Retirement & Pension System | 0.16% | Add +58.7% | 68,377 | $6.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.7% | 65,966 | $6.3M |
| PEAK6 LLC | 0.25% | New | 65,876 | $6.3M |
| Avanza Fonder AB | 0.20% | Add +4.5% | 44,232 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 52,533 | $6.0M |
| Zions Bancorporation, National Association | 0.37% | — | 61,130 | $5.8M |
| Gulf International Bank (UK) Ltd | 0.20% | Add +2695.3% | 41,902 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.1% | 59,336 | $5.7M |
| M&T Bank Corp | 0.02% | Reduce -1.8% | 58,420 | $5.6M |
| Alliancebernstein L.P. | 0.00% | Add +6.0% | 57,800 | $5.5M |
| PCJ Investment Counsel Ltd. | 2.12% | Add +29.1% | 56,870 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +0.2% | 55,872 | $5.3M |
| Northwest Bancshares, Inc. | 0.97% | Reduce -2.0% | 55,556 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 55,150 | $5.3M |
| Ossiam | 0.07% | Reduce -2.1% | 52,468 | $5.0M |
| Dana Investment Advisors, Inc. | 0.18% | Reduce -1.8% | 52,258 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -0.1% | 52,135 | $5.0M |
| Romano Brothers and Company | 0.64% | Reduce -1.0% | 51,433 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Add +41.5% | 51,179 | $4.9M |
| GMO | 0.02% | Add +14.4% | 50,807 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -1.0% | 49,668 | $4.7M |
| Creative Planning | 0.00% | Add +7.2% | 49,304 | $4.7M |
| Allianz Asset Management GmbH | 0.01% | Add +4.3% | 48,427 | $4.6M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -8.7% | 47,229 | $4.5M |
| Bridgewater Associates | 0.02% | New | 46,941 | $4.5M |
| Renaissance Technologies | 0.01% | New | 45,195 | $4.3M |
| Rathbones Group PLC | 0.02% | Reduce -0.4% | 42,354 | $4.0M |
| K.J. Harrison & Partners Inc | 0.74% | Reduce -0.1% | 39,703 | $3.8M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.16% | Add +3.5% | 26,647 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.4% | 36,341 | $3.5M |
| Royal London Asset Management Ltd. | 0.01% | New | 36,075 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +2.4% | 34,171 | $3.3M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.1% | 33,626 | $3.2M |
| Vertex Planning Partners, LLC | 0.67% | Reduce -15.9% | 31,959 | $3.1M |
| Rodgers Brothers Inc. | 0.41% | Add +3.2% | 31,900 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +499.8% | 30,671 | $2.9M |
| Harvest Portfolios Group Inc. | 0.09% | Reduce -0.1% | 30,644 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +3.6% | 30,023 | $2.9M |
| Silver Lake Advisory, LLC | 1.18% | Reduce -1.3% | 28,381 | $2.7M |
| Union Bancaire Privee, UBP SA | 0.05% | Reduce -15.7% | 27,944 | $2.7M |
| Metis Global Partners, LLC | 0.07% | Reduce -5.0% | 25,819 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -1.2% | 24,948 | $2.4M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -50.2% | 24,620 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 24,518 | $2.3M |
| XTX Topco Ltd | 0.12% | Add +315.3% | 24,453 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 24,285 | $2.3M |
| Genus Capital Management Inc. | 0.33% | — | 24,165 | $2.3M |
| 111 Capital | 0.45% | New | 24,141 | $2.3M |
| United Services Automobile Association | 0.07% | Add +1.5% | 24,153 | $2.3M |
| ASR Vermogensbeheer N.V. | 0.03% | — | 23,855 | $2.3M |
| TD Private Client Wealth LLC | 0.06% | Add +4.5% | 23,817 | $2.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 23,701 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 23,142 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +5.0% | 22,439 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 22,228 | $2.1M |
| Gold Investment Management Ltd. | 0.90% | Add +5.0% | 22,217 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -8.8% | 22,012 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +28.4% | 20,818 | $2.0M |
| Quadrant Capital Group LLC | 0.07% | Add +1439.3% | 20,519 | $2.0M |
| Carnegie Investment Counsel | 0.05% | New | 22,040 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | No change | 14,000 | $1.9M |
| Resources Management Corp. /CT/ | 0.27% | Reduce -0.8% | 19,985 | $1.9M |
| Credit Agricole S A | 0.01% | Add +6.0% | 19,899 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.27% | New | 19,750 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Reduce -88.3% | 19,098 | $1.8M |
| Algert Global LLC | 0.04% | Add +8.6% | 19,009 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -11.9% | 19,018 | $1.8M |
| Columbus Macro, LLC | 0.23% | Reduce -0.3% | 18,463 | $1.8M |
| Employees Provident Fund Board | 0.02% | No change | 18,200 | $1.7M |
| NorthRock Partners, LLC | 0.06% | Add +1.2% | 18,153 | $1.7M |
| Naples Global Advisors, LLC | 0.16% | Reduce -1.4% | 17,965 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -25.5% | 17,417 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -11.4% | 17,384 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.6% | 17,200 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -0.1% | 15,933 | $1.5M |
| Gries Financial LLC | 0.29% | Reduce -6.4% | 15,461 | $1.5M |
| First Bank & Trust | 0.28% | Add +31.2% | 15,214 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +14.6% | 15,087 | $1.4M |
| CenterBook Partners LP | 0.09% | New | 14,664 | $1.4M |
| Fulton Bank, N.A. | 0.06% | Reduce -0.4% | 14,442 | $1.4M |
| State of Wyoming | 0.18% | Add +237.4% | 14,254 | $1.4M |
| TCW Group Inc. | 0.01% | New | 14,023 | $1.3M |
| Curbstone Financial Management Corp | 0.28% | No change | 13,834 | $1.3M |
| Cumberland Partners Ltd | 0.10% | Reduce -2.5% | 13,550 | $1.3M |
| Cigna Investments Inc. | 0.24% | Reduce -0.6% | 13,426 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +16.5% | 13,403 | $1.3M |
| &partners | 0.01% | Add +63.2% | 13,285 | $1.3M |
| Shell Asset Management Co. | 0.06% | Reduce -3.6% | 13,191 | $1.3M |
| IFG Advisory, LLC | 0.07% | No change | 12,858 | $1.2M |
| Probity Advisors, Inc. | 0.23% | Add +0.3% | 12,689 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 12,530 | $1.2M |
| Texas Yale Capital Corp. | 0.05% | Add +9.4% | 12,488 | $1.2M |
| Associated Banc-Corp | 0.04% | Reduce -1.3% | 12,320 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +11.7% | 12,197 | $1.2M |
| Ritholtz Wealth Management | 0.03% | Reduce -16.2% | 12,123 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Add +65.7% | 12,000 | $1.1M |
| State Street Corp. | 0.00% | No change | 11,531 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.0% | 11,512 | $1.1M |
| Raleigh Capital Management Inc. | 0.49% | Add +4.7% | 11,379 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +14.0% | 11,148 | $1.1M |
| Turn8 Private Wealth Inc. | 0.81% | No change | 10,905 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -0.8% | 10,741 | $1.0M |
| Ignite Planners, LLC | 0.20% | Reduce -1.9% | 10,570 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 10,344 | $988K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 10,206 | $978K |
| Keybank National Association | 0.00% | Reduce -9.7% | 10,229 | $977K |
| Smithfield Trust Co | 0.05% | No change | 9,766 | $934K |
| CIBC Private Wealth Group LLC | 0.00% | Add +39.1% | 10,625 | $931K |
| Capital World Investors | 0.00% | No change | 9,749 | $931K |
| Verdence Capital Advisors LLC | 0.07% | Add +0.5% | 9,684 | $925K |
| Barclays PLC | 0.00% | Add +103.1% | 9,670 | $924K |
| Berger Financial Group, Inc | 0.06% | Reduce -2.2% | 9,611 | $918K |
| Yousif Capital Management, LLC | 0.01% | No change | 9,591 | $916K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.0% | 9,371 | $895K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +11.0% | 9,371 | $895K |
| First American Bank | 0.07% | No change | 9,360 | $894K |
| Independent Advisor Alliance | 0.03% | Add +0.4% | 9,002 | $860K |
| Marshall Wace, LLP | 0.00% | New | 8,815 | $842K |
| Journey Strategic Wealth LLC | 0.03% | Add +0.1% | 8,727 | $834K |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 8,448 | $807K |
| Louisbourg Investments Inc. | 0.22% | No change | 8,428 | $806K |
| Jones Financial Companies LLLP | 0.00% | Add +7.7% | 8,432 | $803K |
| Candriam S.C.A. | 0.01% | Reduce -30.8% | 8,309 | $793K |
| North Star Asset Management Inc. | 0.04% | Reduce -2.9% | 8,174 | $781K |
| Wealth Alliance, LLC | 0.09% | Add +1.8% | 8,146 | $778K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -8.9% | 7,870 | $752K |
| Compound Planning, Inc. | 0.03% | Add +15.2% | 7,727 | $738K |
| Squarepoint Ops LLC | 0.00% | Add +41.0% | 7,691 | $735K |
| Centiva Capital, LP | 0.04% | New | 7,665 | $732K |
| Jefferies Financial Group Inc. | 0.01% | No change | 7,492 | $716K |
| Focus Partners Wealth | 0.00% | Reduce -0.9% | 7,460 | $713K |
| Baskin Financial Services Inc. | 0.06% | Add +134.2% | 7,428 | $709K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.5% | 7,253 | $693K |
| VAUGHAN & Co SECURITIES, INC. | 0.43% | Reduce -2.3% | 7,222 | $690K |
| Twin Tree Management, LP | 0.01% | Reduce -81.6% | 7,039 | $672K |
| Benjamin Edwards Inc. | 0.01% | Add +5.3% | 6,997 | $668K |
| Harbour Investments, Inc. | 0.02% | Add +0.7% | 6,993 | $668K |
| Mairs & Power Inc. | 0.01% | No change | 6,846 | $654K |
| Syon Capital LLC | 0.05% | Add +5.5% | 6,837 | $653K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.8% | 6,793 | $649K |
| Ti-Trust, Inc. | 0.42% | No change | 6,692 | $639K |
| Nicolet Advisory Services, LLC | 0.06% | Reduce -5.4% | 7,146 | $636K |
| D.A. Davidson & Co. | 0.01% | Reduce -21.6% | 6,621 | $632K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.4% | 6,611 | $631K |
| Pacer Advisors, Inc. | 0.00% | Add +3.0% | 6,453 | $616K |
| JCIC Asset Management Inc. | 0.25% | New | 6,348 | $606K |
| Harbour Trust & Investment Management Co | 0.07% | No change | 6,340 | $606K |
| Natixis | 0.00% | Add +22.2% | 6,272 | $597K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.0% | 6,230 | $595K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 6,200 | $592K |
| Busey Bank | 0.02% | Add +1.3% | 6,077 | $580K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +0.1% | 6,067 | $579K |
| Fourpath Capital Management, LLC | 0.10% | Reduce -0.1% | 6,067 | $579K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.5% | 6,018 | $575K |
| Evergreen Capital Management LLC | 0.02% | Add +0.6% | 5,871 | $561K |
| Tiaa Trust, National Association | 0.00% | Reduce -27.3% | 5,836 | $557K |
| Forum Financial Management, LP | 0.01% | New | 5,758 | $550K |
| AQR Capital Management | 0.00% | Add +87.1% | 5,742 | $548K |
| Tacita Capital Inc | 0.39% | Add +678.4% | 5,737 | $548K |
| MQS Management LLC | 0.31% | New | 5,700 | $544K |
| Pacifica Partners Inc. | 0.25% | No change | 5,660 | $544K |
| HighPoint Advisor Group LLC | 0.03% | Add +4.7% | 5,631 | $536K |
| Ipswich Investment Management Co., Inc. | 0.13% | No change | 5,610 | $536K |
| J. Safra Sarasin Holding AG | 0.01% | New | 5,540 | $529K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.2% | 5,272 | $504K |
| SVB Wealth LLC | 0.02% | Add +1.6% | 5,259 | $502K |
| World Investment Advisors | 0.01% | Add +0.6% | 4,992 | $477K |
| KLCM Advisors, Inc. | 0.06% | Add +8.8% | 4,935 | $471K |
| Merit Financial Group, LLC | 0.01% | Add +21.9% | 4,899 | $468K |
| Blair William & Co. | 0.00% | Reduce -39.7% | 4,884 | $467K |
| Tradition Wealth Management, LLC | 0.04% | No change | 4,864 | $465K |
| Financial Counselors Inc. | 0.01% | Reduce -0.8% | 4,848 | $463K |
| Crescent Grove Advisors, LLC | 0.05% | Reduce -2.4% | 4,829 | $461K |
| Prudential Financial Inc. | 0.00% | No change | 4,770 | $456K |
| ICONIQ Capital, LLC | 0.01% | Add +7.9% | 4,756 | $454K |
| Intrua Financial, LLC | 0.07% | Reduce -4.5% | 4,730 | $452K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.6% | 4,717 | $451K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -74.9% | 3,215 | $442K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -2.8% | 4,569 | $436K |
| HB Wealth Management, LLC | 0.00% | Add +54.3% | 4,529 | $433K |
| Patrick M Sweeney & Associates, Inc. | 0.32% | No change | 4,508 | $431K |
| Ellenbecker Investment Group | 0.08% | No change | 4,505 | $430K |
| Rowlandmiller & Partners.adv | 0.09% | No change | 4,476 | $428K |
| Certuity, LLC | 0.04% | Add +0.0% | 4,469 | $427K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.4% | 4,464 | $426K |
| Silverlake Wealth Management LLC | 0.16% | Add +0.1% | 4,447 | $425K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,360 | $416K |
| Boltwood Capital Management | 0.13% | Add +0.6% | 4,325 | $413K |
| Nebula Research & Development LLC | 0.04% | Reduce -55.6% | 4,168 | $398K |
| PDS Planning, Inc | 0.03% | Add +8.3% | 4,056 | $387K |
| Glenmede Trust Co. NA | 0.00% | Add +72.5% | 4,039 | $386K |
| Davis-Rea LTD. | 0.10% | Add +36.9% | 4,003 | $382K |
| Watershed Private Wealth LLC | 0.15% | No change | 4,000 | $382K |
| Atlas Capital Advisors Inc. | 0.05% | Add +1997.9% | 3,986 | $381K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,045 | $380K |
| Caprock Group, LLC | 0.01% | Add +24.3% | 3,959 | $378K |
| Nwam LLC | 0.03% | Add +0.2% | 3,883 | $371K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -0.9% | 3,877 | $370K |
| Vident Advisory, LLC | 0.01% | New | 3,846 | $367K |
| Two Sigma Securities, LLC | 0.06% | New | 3,813 | $364K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.4% | 3,797 | $363K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.2% | 3,792 | $362K |
| Quilter Plc | 0.01% | No change | 3,770 | $360K |
| Mediolanum International Funds Ltd | 0.01% | New | 3,754 | $359K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 3,558 | $340K |
| MAI Capital Management | 0.00% | No change | 3,542 | $338K |
| Virtu Financial LLC | 0.02% | New | 3,516 | $336K |
| Puzo Michael J | 0.10% | No change | 3,500 | $334K |
| Lanark Financial, Inc. | 0.03% | — | 3,501 | $334K |
| Fifth Third Bancorp | 0.00% | Reduce -9.0% | 3,495 | $334K |
| Savant Capital, LLC | 0.00% | Add +13.1% | 3,434 | $328K |
| Avalon Capital Management | 0.10% | Reduce -21.3% | 3,425 | $327K |
| Keudell/Morrison Wealth Management | 0.08% | Reduce -2.0% | 3,391 | $324K |
| VestGen Advisors, LLC | 0.01% | — | 3,372 | $322K |
| NorthCoast Asset Management LLC | 0.00% | Add +29.8% | 3,347 | $320K |
| Vantage Financial Partners, LLC | 0.08% | Add +0.1% | 3,325 | $318K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.4% | 3,282 | $313K |
| Brighton Jones LLC | 0.01% | Reduce -0.2% | 3,265 | $312K |
| Cwm, LLC | 0.00% | Add +1.2% | 3,258 | $311K |
| Danske Bank A/S | 0.00% | Reduce -36.6% | 3,229 | $309K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +36.3% | 3,220 | $308K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,166 | $302K |
| HRT Financial LP | 0.00% | New | 3,166 | $302K |
| Stephens Inc. | 0.00% | Reduce -4.3% | 3,156 | $301K |
| Ballentine Partners, LLC | 0.01% | Reduce -3.9% | 3,117 | $298K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 3,094 | $295K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,079 | $294K |
| Five Oceans Advisors | 0.14% | Reduce -9.2% | 3,056 | $292K |
| Prospera Financial Services Inc | 0.01% | No change | 3,035 | $290K |
| Checchi Capital Advisers, LLC | 0.02% | Add +20.4% | 3,030 | $289K |
| Hilltop Holdings Inc. | 0.02% | Add +15.6% | 3,010 | $287K |
| SIH Partners, LLLP | 0.03% | New | 3,010 | $287K |
| Cherokee Insurance Co | 0.13% | No change | 3,005 | $287K |
| Diversified Trust Co. | 0.01% | Reduce -1.0% | 2,996 | $286K |
| WoodTrust Financial Corp | 0.04% | No change | 2,988 | $285K |
| Murphy & Mullick Capital Management Corp | 0.28% | Reduce -4.1% | 2,981 | $285K |
| AE Wealth Management LLC | 0.00% | Reduce -21.0% | 2,966 | $283K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.1% | 2,959 | $283K |
| Chiron Capital Management, LLC | 0.26% | Reduce -28.9% | 2,960 | $283K |
| Code Waechter LLC | 0.23% | New | 2,952 | $282K |
| Magnus Financial Group LLC | 0.03% | Add +2.5% | 2,927 | $280K |
| Commerce Bank | 0.00% | Reduce -27.9% | 2,927 | $280K |
| Legacy Advisors, LLC | 0.03% | New | 152 | $279K |
| Enterprise Bank & Trust Co | 0.11% | No change | 2,920 | $279K |
| Versant Capital Management, Inc | 0.05% | Add +5407.6% | 2,919 | $279K |
| Lantz Financial LLC | 0.08% | Reduce -4.1% | 2,895 | $277K |
| Parallel Advisors, LLC | 0.01% | Add +2.7% | 2,877 | $275K |
| Farther Finance Advisors, LLC | 0.01% | Add +141.6% | 2,844 | $274K |
| Bridgewater Advisors Inc. | 0.02% | New | 2,872 | $274K |
| Onex Canada Asset Management Inc. | 0.03% | Reduce -27.4% | 2,837 | $271K |
| Lindbrook Capital, LLC | 0.02% | Add +2.5% | 2,815 | $269K |
| Cozad Asset Management Inc. | 0.03% | No change | 2,797 | $267K |
| Argent Trust Co | 0.01% | No change | 2,792 | $267K |
| Stevens Capital Management LP | 0.07% | New | 2,774 | $265K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.8% | 2,771 | $265K |
| Park Place Capital Corp | 0.07% | Reduce -2.4% | 2,756 | $263K |
| Fox Run Management, L.L.C. | 0.04% | New | 2,753 | $263K |
| Curi Capital, LLC | 0.01% | Add +20.0% | 2,716 | $259K |
| Procyon Advisors, LLC | 0.02% | Reduce -18.9% | 2,716 | $259K |
| First Merchants Corp. | 0.01% | No change | 2,716 | $259K |
| Medallion Wealth Advisors, LLC | 0.12% | No change | 2,701 | $259K |
| Evelyn Partners Investment Management LLP | 0.01% | No change | 2,700 | $258K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,651 | $257K |
| Good Steward Wealth Advisors,LLC | 0.23% | — | 2,679 | $256K |
| Arkos Global Advisors | 0.04% | No change | 2,672 | $255K |
| Ascent Group, LLC | 0.01% | New | 2,664 | $254K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.5% | 2,648 | $253K |
| Fielder Capital Group LLC | 0.07% | No change | 2,643 | $252K |
| Smith, Moore & Co. | 0.02% | Reduce -4.4% | 2,636 | $252K |
| Bayesian Capital Management, LP | 0.04% | New | 2,600 | $248K |
| SkyView Investment Advisors, LLC | 0.04% | New | 2,599 | $248K |
| Old National Bancorp | 0.01% | Reduce -0.6% | 2,542 | $243K |
| CVA Family Office, LLC | 0.04% | No change | 2,525 | $241K |
| Thompson Investment Management, Inc. | 0.04% | Reduce -8.5% | 2,524 | $241K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 2,498 | $239K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,504 | $239K |
| Guggenheim Capital LLC | 0.00% | New | 2,504 | $239K |
| Corient IA LP | 0.17% | — | 2,500 | $239K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,500 | $239K |
| First Business Financial Services, Inc. | 0.02% | New | 2,492 | $238K |
| Townsquare Capital LLC | 0.00% | Add +7.6% | 2,485 | $237K |
| SG Americas Securities, LLC | 0.00% | New | 2,410 | $230K |
| North Star Investment Management Corp. | 0.02% | No change | 2,389 | $228K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 2,386 | $228K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,336 | $223K |
| Patten & Patten Inc. | 0.01% | No change | 2,328 | $222K |
| Park National Corp. | 0.01% | No change | 2,325 | $222K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -20.2% | 2,287 | $218K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +50.7% | 2,282 | $218K |
| Intrust Bank NA | 0.02% | Add +2.3% | 2,281 | $218K |
| West Family Investments, Inc. | 0.08% | No change | 2,277 | $217K |
| Annex Advisory Services, LLC | 0.01% | Add +1.1% | 2,257 | $216K |
| Lido Advisors, LLC | 0.00% | Reduce -50.1% | 2,253 | $215K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 2,185 | $212K |
| Plancorp, LLC | 0.01% | New | 2,209 | $211K |
| Advisory Services Network, LLC | 0.00% | New | 2,203 | $210K |
| Bogart Wealth, LLC | 0.01% | No change | 2,202 | $210K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 2,200 | $210K |
| Greenleaf Trust | 0.00% | New | 2,190 | $209K |
| Choreo, LLC | 0.00% | Add +2.4% | 2,178 | $208K |
| Townsend & Associates, Inc | 0.02% | No change | 2,225 | $205K |
| Investors Research Corp | 0.04% | Add +3.2% | 2,102 | $201K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 2,095 | $200K |
| FDx Advisors, Inc. | 0.07% | No change | 2,099 | $200K |
| BNP Paribas Financial Markets | 0.00% | Add +370.8% | 2,067 | $197K |
| NBT Bank, N.A. | 0.01% | Reduce -95.6% | 2,012 | $192K |
| SBI Securities Co., Ltd. | 0.01% | Add +23.8% | 1,845 | $176K |
| GeoWealth Management, LLC | 0.01% | Add +55.7% | 1,798 | $172K |
| Cromwell Holdings LLC | 0.11% | No change | 1,739 | $166K |
| Allworth Financial LP | 0.00% | Add +1.8% | 1,737 | $166K |
| Pinney & Scofield, Inc. | 0.12% | No change | 1,700 | $162K |
| Trifecta Capital Advisors, LLC | 0.03% | Reduce -26.1% | 1,700 | $162K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -14.0% | 1,694 | $162K |
| GAMMA Investing LLC | 0.01% | No change | 1,570 | $150K |
| Greykasell Wealth Strategies, Inc. | 0.08% | New | 1,521 | $145K |
| Caldwell Trust Co | 0.02% | No change | 1,500 | $143K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,595 | $138K |
| Webster Bank, N. A. | 0.01% | No change | 1,400 | $134K |
| Studio Investment Management LLC | 0.03% | Reduce -6.9% | 1,385 | $132K |
| Compass Wealth Management LLC | 0.03% | No change | 1,240 | $118K |
| Operose Advisors LLC | 0.04% | Reduce -47.7% | 1,200 | $115K |
| Hexagon Capital Partners LLC | 0.02% | Add +7.7% | 1,128 | $108K |
| Private Trust Co. NA | 0.01% | Add +28.3% | 1,101 | $105K |
| Retirement Wealth Solutions LLC | 0.08% | No change | 1,086 | $104K |
| Caitong International Asset Management Co., Ltd | 0.08% | New | 1,073 | $102K |
| Rhumbline Advisers | 0.00% | Add +1.1% | 1,061 | $101K |
| Mather Group, Llc. | 0.00% | No change | 1,055 | $101K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,051 | $100K |
| Tompkins Financial Corp. | 0.01% | No change | 1,000 | $96K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,000 | $96K |
| Principal Securities, Inc. | 0.00% | No change | 969 | $94K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 980 | $94K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 960 | $92K |
| Trust Co. of Vermont | 0.00% | No change | 901 | $86K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.17% | New | 900 | $86K |
| Whittier Trust Co. | 0.00% | No change | 900 | $86K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -3.5% | 834 | $80K |
| Ridgewood Investments LLC | 0.03% | No change | 772 | $74K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 736 | $70K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -16.8% | 731 | $70K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.8% | 713 | $68K |
| Grove Bank & Trust | 0.01% | Add +39.2% | 710 | $68K |
| Olistico Wealth, LLC | 0.04% | No change | 700 | $67K |
| Garde Capital, Inc. | 0.00% | New | 682 | $65K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.1% | 643 | $61K |
| Montag & Caldwell, LLC | 0.01% | No change | 617 | $59K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 600 | $58K |
| N.E.W. Advisory Services LLC | 0.00% | New | 557 | $53K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $53K |
| TruNorth Capital Management, LLC | 0.01% | Add +405.0% | 505 | $48K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 500 | $48K |
| JNBA Financial Advisors | 0.01% | No change | 500 | $48K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 493 | $47K |
| Huntington National Bank | 0.00% | No change | 491 | $47K |
| Capital Analysts, LLC | 0.00% | Add +15.3% | 467 | $45K |
| Wayfinding Financial, LLC | 0.02% | New | 469 | $44K |
| HM Payson & Co. | 0.00% | New | 440 | $42K |
| CX Institutional | 0.00% | New | 441 | $42K |
| Truvestments Capital LLC | 0.01% | New | 408 | $39K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 400 | $38K |
| Crewe Advisors LLC | 0.01% | No change | 400 | $38K |
| Coldstream Capital Management Inc. | 0.00% | New | 373 | $36K |
| Bayforest Capital Ltd | 0.01% | New | 359 | $34K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 350 | $34K |
| Winch Advisory Services, LLC | 0.01% | No change | 350 | $33K |
| Addison Advisors LLC | 0.01% | Add +3.3% | 344 | $33K |
| IAG Wealth Partners, LLC | 0.01% | No change | 335 | $32K |
| IFP Advisors, Inc | 0.00% | Reduce -6.1% | 294 | $28K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +228.9% | 273 | $26K |
| Bank & Trust Co | 0.02% | No change | 263 | $25K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 259 | $25K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -58.3% | 250 | $24K |
| Vision Financial Markets LLC | 0.02% | Reduce -50.0% | 200 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 198 | $19K |
| Larson Financial Group LLC | 0.00% | New | 193 | $18K |
| WFA Asset Management Corp | 0.01% | No change | 181 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 178 | $17K |
| Financial Management Professionals, Inc. | 0.00% | No change | 173 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.1% | 170 | $16K |
| LRI Investments, LLC | 0.00% | New | 150 | $14K |
| Walleye Capital LLC | 0.00% | New | 150 | $14K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +2.9% | 143 | $14K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 129 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 126 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 125 | $12K |
| Sierra Ocean, LLC | 0.01% | Reduce -21.6% | 120 | $11K |
| MCF Advisors LLC | 0.00% | No change | 110 | $11K |
| Hemington Wealth Management | 0.00% | No change | 95 | $9K |
| Ravenstone Capital Management Inc. | 0.00% | New | 82 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 79 | $8K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 75 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 71 | $7K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -12.8% | 68 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 65 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -52.9% | 64 | $6K |
| Penserra Capital Management LLC | 0.00% | No change | 63 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 58 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 58 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 56 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 55 | $5K |
| Runnymede Capital Advisors, Inc. | 0.00% | New | 50 | $5K |
| Financial Avengers, Inc. | 0.00% | No change | 50 | $5K |
| Accent Capital Management, LLC | 0.00% | New | 49 | $5K |
| NewEdge Advisors, LLC | 0.00% | Add +104.2% | 49 | $5K |
| Point72 (DIFC) Ltd | 0.00% | New | 49 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 47 | $4K |
| Capital A Wealth Management, LLC | 0.00% | No change | 44 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 43 | $4K |
| Highline Wealth Partners LLC | 0.00% | Reduce -6.5% | 43 | $4K |
| NewSquare Capital LLC | 0.00% | Add +7.9% | 41 | $4K |
| Colonial Trust Advisors | 0.00% | No change | 40 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 40 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 35 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 32 | $3K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -98.8% | 30 | $3K |
| Leonteq Securities AG | 0.00% | New | 26 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 24 | $2K |
| Sandy Spring Bank | 0.00% | No change | 23 | $2K |
| Valley National Advisers Inc. | 0.00% | Reduce -13.3% | 26 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 16 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -84.4% | 15 | $1K |
| Arax Advisory Partners | 0.00% | No change | 14 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 12 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 12 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 9 | $860 |
| Pineridge Advisors LLC | 0.00% | Reduce -93.8% | 6 | $591 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -58.3% | 5 | $478 |
| High Note Wealth, LLC | 0.00% | No change | 3 | $287 |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.