Bank of MontrealBMO
13F holders, Q2 2025 (June 30)565holders +9
54new positions
47sold out
5famous investors
$110.70avg. 13F price*
At the end of Q2 2025, 565 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 9 from Q1 2025. 54 opened new positions and 47 sold out. The largest holders were Royal Bank of Canada ($7.2B), Vanguard Group Inc. ($3.6B) and Bank of Montreal ($3.1B). 5 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q2 2025)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $113.2M |
| Exits | 47 | $65.5M |
All 13F filers, Q1 2025 → Q2 2025: 23,374,471 shares bought and 18,964,818 shares sold, net +4,409,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| Royal Bank of Canada | 1.41% | Add +13.7% | 65,483,432 | $7.2B |
| Vanguard Group Inc. | 0.06% | Add +3.9% | 32,194,013 | $3.6B |
| Bank of Montreal | 1.60% | Reduce -7.8% | 28,389,384 | $3.1B |
| TD Asset Management Inc | 1.63% | Reduce -0.1% | 17,289,838 | $1.9B |
| Cibc World Market Inc. | 3.32% | Reduce -20.7% | 13,551,901 | $1.5B |
| Norges Bank | 0.15% | Add +2.6% | 10,679,880 | $1.2B |
| National Bank of Canada | 1.23% | Reduce -20.9% | 10,306,979 | $1.1B |
| Mackenzie Financial Corp. | 1.44% | Reduce -1.2% | 10,051,692 | $1.1B |
| Bank of Nova Scotia | 1.74% | Reduce -9.4% | 7,621,886 | $844.4M |
| Toronto Dominion Bank | 1.73% | Reduce -11.4% | 7,194,153 | $797.7M |
| 1832 Asset Management L.P. | 1.32% | Reduce -1.2% | 6,855,991 | $758.5M |
| JARISLOWSKY, FRASER Ltd | 4.05% | Reduce -2.3% | 6,400,179 | $707.8M |
| CIBC Asset Management Inc | 2.16% | Reduce -6.7% | 6,189,614 | $686.7M |
| Geode Capital Management, LLC | 0.05% | Add +19.1% | 5,842,134 | $655.7M |
| Beutel, Goodman & Co Ltd. | 3.63% | Reduce -3.4% | 5,767,972 | $637.9M |
| Goldman Sachs Group Inc. | 0.10% | Add +34.3% | 5,484,837 | $606.8M |
| Caisse de depot et placement du Quebec | 1.28% | No change | 5,419,567 | $599.4M |
| FMR LLC | 0.03% | Reduce -2.4% | 4,853,286 | $537.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.07% | Add +232.6% | 4,764,602 | $528.4M |
| Legal & General Group Plc | 0.12% | Add +0.4% | 4,348,743 | $481.0M |
| FIL Ltd | 0.39% | Reduce -19.8% | 4,162,167 | $461.3M |
| JPMorgan Chase & Co. | 0.03% | Add +4.0% | 4,096,926 | $453.2M |
| Fiera Capital Corp | 1.45% | Add +0.0% | 3,865,481 | $428.1M |
| Scotia Capital Inc. | 1.87% | Add +3.3% | 3,577,139 | $395.8M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -0.3% | 3,552,162 | $393.0M |
| Canada Pension Plan Investment Board | 0.33% | Reduce -5.0% | 3,492,390 | $387.3M |
| Bank of America Corp. | 0.03% | Reduce -5.2% | 3,457,960 | $382.6M |
| Manufacturers Life Insurance Company, The | 0.33% | Reduce -44.9% | 3,349,980 | $369.3M |
| Federation des caisses Desjardins du Quebec | 1.53% | Reduce -2.3% | 3,144,916 | $347.9M |
| Morgan Stanley | 0.02% | Reduce -4.3% | 2,532,896 | $280.2M |
| TD Waterhouse Canada Inc. | 1.82% | Reduce -2.7% | 2,282,520 | $253.6M |
| Public Sector Pension Investment Board | 1.03% | Add +2986.2% | 2,170,118 | $240.0M |
| Guardian Capital LP | 8.15% | Add +0.9% | 2,083,207 | $230.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +3.7% | 2,013,217 | $222.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.77% | Add +2.2% | 1,974,163 | $218.9M |
| Letko, Brosseau & Associates Inc. | 3.83% | Reduce -0.9% | 1,809,299 | $200.1M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.2% | 1,582,582 | $175.1M |
| Alberta Investment Management Corp | 1.39% | Reduce -12.8% | 1,482,000 | $164.3M |
| D. E. Shaw & Co. | 0.16% | Add +223.1% | 1,396,228 | $154.8M |
| Newport Trust Company, LLC | 0.36% | Reduce -0.6% | 1,345,905 | $148.9M |
| Clearbridge Investments, LLC | 0.12% | Reduce -5.1% | 1,322,230 | $144.7M |
| Deutsche Bank AG | 0.05% | Add +16.4% | 1,257,042 | $139.1M |
| Mufg Securities (canada), LTD. | 4.13% | Add +10.4% | 1,227,479 | $135.8M |
| Federated Hermes, Inc. | 0.25% | Add +2.1% | 1,222,689 | $135.3M |
| Cardinal Capital Management, Inc. | 3.84% | Reduce -0.1% | 1,106,867 | $122.6M |
| Invesco Ltd. | 0.02% | Add +4.8% | 1,061,370 | $117.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +1.4% | 1,016,097 | $112.4M |
| Amundi | 0.04% | Add +40.2% | 983,846 | $110.3M |
| Addenda Capital Inc. | 3.64% | Reduce -3.1% | 671,184 | $101.3M |
| UBS Group AG | 0.02% | Add +18.1% | 833,208 | $92.2M |
| Aviso Financial Inc. | 4.03% | Reduce -22.5% | 806,945 | $89.4M |
| Bank of New York Mellon Corp | 0.02% | Add +2.5% | 765,073 | $84.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.48% | Add +18.3% | 739,598 | $82.0M |
| Picton Mahoney Asset Management | 1.12% | New | 716,881 | $79.1M |
| Agf Management Ltd. | 0.35% | Reduce -4.4% | 606,948 | $77.1M |
| Two Sigma Investments, LP | 0.13% | Add +35.0% | 626,346 | $69.3M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 4.36% | Add +7.9% | 607,701 | $67.4M |
| BlackRock, Inc. | 0.00% | Reduce -4.5% | 594,559 | $65.8M |
| Hillsdale Investment Management Inc. | 2.26% | Reduce -13.6% | 552,939 | $61.3M |
| Aviva PLC | 0.12% | Add +6.7% | 544,477 | $60.3M |
| Nuveen, LLC | 0.02% | Reduce -1.0% | 540,129 | $59.7M |
| Northern Trust Corp. | 0.01% | Reduce -8.0% | 525,348 | $58.1M |
| Korea Investment CORP | 0.13% | Add +12.2% | 515,064 | $57.0M |
| Bank of Nova Scotia Trust Co. | 5.55% | Add +0.8% | 510,282 | $56.5M |
| Value Partners Investments Inc. | 4.38% | Reduce -0.3% | 506,862 | $56.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.2% | 492,128 | $54.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.0% | 464,564 | $51.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.4% | 453,070 | $50.1M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -9.2% | 433,739 | $48.0M |
| State of Tennessee, Department of Treasury | 0.17% | No change | 418,739 | $46.3M |
| Qube Research & Technologies Ltd | 0.06% | Add +166.3% | 411,108 | $45.5M |
| HSBC Holdings PLC | 0.03% | Add +6.1% | 403,185 | $44.7M |
| Pictet Asset Management Holding SA | 0.05% | Add +1.0% | 402,737 | $44.5M |
| Van Eck Associates Corp. | 0.05% | Add +40.5% | 389,839 | $43.2M |
| LPL Financial LLC | 0.01% | Add +9.1% | 384,717 | $42.6M |
| First Trust Advisors LP | 0.03% | Reduce -13.9% | 370,818 | $41.0M |
| Acadian Asset Management LLC | 0.08% | Add +2974.2% | 368,900 | $40.8M |
| Citigroup Inc. | 0.03% | Add +58.6% | 367,683 | $40.7M |
| Guardian Partners Inc. | 3.50% | Reduce -1.9% | 343,237 | $38.9M |
| APG Asset Management N.V. | 0.11% | Add +2.4% | 406,500 | $38.3M |
| Franklin Resources Inc. | 0.01% | Reduce -1.4% | 334,046 | $37.0M |
| OMERS ADMINISTRATION Corp | 0.28% | Add +48.7% | 327,055 | $36.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +0.3% | 306,939 | $33.9M |
| Russell Investments Group, Ltd. | 0.04% | Add +16.7% | 303,168 | $33.5M |
| Jane Street Group, LLC | 0.05% | Add +69.2% | 271,989 | $30.1M |
| Stifel Financial Corp. | 0.03% | Add +0.9% | 244,760 | $27.1M |
| Forsta Ap-Fonden | 0.18% | Add +15.8% | 241,400 | $26.7M |
| Intact Investment Management Inc. | 0.87% | Reduce -20.4% | 231,550 | $25.7M |
| Rempart Asset Management Inc. | 4.69% | Reduce -1.4% | 220,625 | $24.4M |
| Renaissance Technologies | 0.03% | Add +355.6% | 205,895 | $22.8M |
| American Century Companies Inc. | 0.01% | Add +0.1% | 196,731 | $21.8M |
| Montrusco Bolton Investments Inc. | 0.24% | Reduce -20.0% | 193,890 | $21.4M |
| Neuberger Berman Group LLC | 0.02% | Add +50.5% | 191,843 | $21.2M |
| Cardinal Point Capital Management ULC | 1.60% | Reduce -0.5% | 182,403 | $20.2M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -64.9% | 171,290 | $18.9M |
| Canerector Inc. | 10.70% | No change | 125,000 | $18.9M |
| AXA S.A. | 0.05% | Add +50.1% | 168,961 | $18.7M |
| Northwest & Ethical Investments L.P. | 0.44% | Reduce -21.5% | 159,042 | $17.6M |
| Intech Investment Management LLC | 0.16% | Add +49.3% | 155,674 | $17.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.10% | Reduce -5.2% | 154,124 | $17.0M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -3.6% | 152,320 | $16.9M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -0.1% | 144,747 | $15.8M |
| Barometer Capital Management Inc. | 4.36% | Add +29.2% | 105,572 | $15.8M |
| Investment Management Corp of Ontario | 0.23% | Reduce -1.2% | 140,377 | $15.5M |
| Mn Services Vermogensbeheer B.V. | 0.11% | Add +3.1% | 139,100 | $15.4M |
| Varma Mutual Pension Insurance Co | 0.11% | Reduce -5.9% | 137,229 | $15.2M |
| Generali Asset Management SPA SGR | 0.33% | Add +3.5% | 96,224 | $14.5M |
| GMO | 0.04% | Add +151.5% | 127,777 | $14.1M |
| Vontobel Holding Ltd. | 0.04% | Reduce -3.2% | 109,919 | $12.2M |
| Man Group plc | 0.03% | Add +3.6% | 110,116 | $12.2M |
| Capital Fund Management S.A. | 0.13% | Reduce -3.6% | 109,757 | $12.1M |
| Pinnacle Financial Partners Inc | 0.25% | Reduce -4.9% | 109,386 | $12.1M |
| USS Investment Management Ltd | 0.08% | Add +0.1% | 109,149 | $12.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Add +9.2% | 108,550 | $12.0M |
| Wellington Management Group LLP | 0.00% | Reduce -20.6% | 104,729 | $11.6M |
| Campbell & CO Investment Adviser LLC | 0.73% | New | 104,104 | $11.5M |
| Triasima Portfolio Management inc. | 2.09% | Reduce -27.6% | 103,567 | $11.5M |
| American Assets Investment Management, LLC | 0.85% | No change | 96,000 | $10.6M |
| Macquarie Group Ltd. | 0.01% | Add +2.5% | 68,101 | $10.2M |
| Lorne Steinberg Wealth Management Inc. | 2.66% | Add +24.1% | 92,014 | $10.2M |
| Truist Financial Corp. | 0.01% | Reduce -1.4% | 90,764 | $10.0M |
| Claret Asset Management Corp | 1.28% | Add +1.2% | 88,493 | $9.8M |
| Swiss Life Asset Management Ltd | 0.06% | Reduce -2.1% | 85,380 | $9.5M |
| Twin Tree Management, LP | 0.24% | Add +1102.2% | 84,623 | $9.4M |
| Utah Retirement Systems | 0.09% | No change | 81,172 | $9.0M |
| Maryland State Retirement & Pension System | 0.17% | Add +0.6% | 68,791 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.2% | 66,545 | $7.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -15.9% | 62,546 | $6.9M |
| Zions Bancorporation, National Association | 0.36% | Reduce -0.6% | 60,782 | $6.7M |
| Avanza Fonder AB | 0.20% | No change | 44,232 | $6.7M |
| Cidel Asset Management Inc. | 0.40% | Reduce -74.7% | 60,021 | $6.6M |
| Bessemer Group Inc. | 0.01% | Reduce -81.9% | 58,548 | $6.5M |
| M&T Bank Corp | 0.02% | Reduce -0.6% | 58,087 | $6.4M |
| Northwest Bancshares, Inc. | 1.06% | Reduce -1.3% | 54,810 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Add +7.0% | 54,744 | $6.1M |
| SIG North Trading, ULC | 1.33% | Reduce -71.0% | 54,698 | $6.1M |
| K.J. Harrison & Partners Inc | 0.96% | Add +32.2% | 52,488 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +0.1% | 52,195 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.8% | 52,156 | $5.8M |
| Dana Investment Advisors, Inc. | 0.19% | Reduce -0.8% | 51,858 | $5.7M |
| XTX Topco Ltd | 0.23% | Add +108.7% | 51,021 | $5.6M |
| Romano Brothers and Company | 0.70% | Reduce -0.9% | 50,983 | $5.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -23.2% | 50,678 | $5.6M |
| St Germain D J Co. Inc. | 0.23% | Reduce -29.2% | 48,745 | $5.4M |
| Creative Planning | 0.00% | Reduce -1.7% | 48,457 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.6% | 42,789 | $5.3M |
| PCJ Investment Counsel Ltd. | 1.79% | Reduce -16.7% | 47,360 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -6.3% | 46,529 | $5.1M |
| NBT Bank, N.A. | 0.35% | Add +2190.6% | 46,087 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -8.5% | 43,229 | $4.8M |
| Cetera Investment Advisers | 0.01% | Reduce -23.6% | 42,680 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.2% | 42,355 | $4.7M |
| Rathbones Group PLC | 0.02% | Reduce -0.6% | 42,114 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +3.5% | 37,603 | $4.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -22.8% | 37,398 | $4.1M |
| Gulf International Bank (UK) Ltd | 0.14% | Reduce -12.0% | 36,863 | $4.1M |
| Westerkirk Capital Inc. | 0.50% | — | 36,874 | $4.1M |
| Royal London Asset Management Ltd. | 0.01% | No change | 36,075 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +2.6% | 35,078 | $3.9M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.1% | 33,600 | $3.7M |
| Two Sigma Advisers, LP | 0.01% | Add +68.6% | 32,198 | $3.6M |
| Vertex Planning Partners, LLC | 0.74% | No change | 31,959 | $3.5M |
| Harvest Portfolios Group Inc. | 0.08% | Add +3.3% | 31,656 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Add +2.6% | 30,802 | $3.4M |
| Quadrature Capital Ltd | 0.06% | New | 29,703 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +33.4% | 29,648 | $3.3M |
| Voya Investment Management LLC | 0.00% | New | 29,188 | $3.2M |
| Shell Asset Management Co. | 0.11% | Add +119.9% | 29,011 | $3.2M |
| Silver Lake Advisory, LLC | 1.34% | No change | 28,381 | $3.1M |
| Metis Global Partners, LLC | 0.08% | Add +7.2% | 27,667 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.3% | 27,532 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +31.5% | 27,374 | $3.0M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.34% | Add +0.9% | 26,888 | $3.0M |
| Ossiam | 0.03% | Reduce -49.7% | 26,393 | $2.9M |
| Union Bancaire Privee, UBP SA | 0.04% | Reduce -7.2% | 25,942 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -1.0% | 24,691 | $2.7M |
| Assenagon Asset Management S.A. | 0.00% | Add +0.2% | 24,668 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 24,218 | $2.7M |
| TD Private Client Wealth LLC | 0.07% | Add +0.7% | 23,986 | $2.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 23,701 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +2.0% | 22,886 | $2.5M |
| Quadrant Capital Group LLC | 0.09% | Add +11.2% | 22,807 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +3.2% | 22,720 | $2.5M |
| Carnegie Investment Counsel | 0.05% | Add +3.0% | 22,701 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +30.2% | 22,684 | $2.5M |
| Gold Investment Management Ltd. | 0.94% | Add +0.9% | 22,427 | $2.5M |
| ASR Vermogensbeheer N.V. | 0.03% | Reduce -8.4% | 21,855 | $2.4M |
| Vise Technologies, Inc. | 0.10% | — | 21,816 | $2.4M |
| Cumberland Partners Ltd | 0.16% | Add +53.5% | 20,801 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.8% | 19,484 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | New | 19,044 | $2.1M |
| TCW Group Inc. | 0.02% | Add +30.9% | 18,350 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -3.8% | 18,289 | $2.0M |
| Algert Global LLC | 0.04% | Reduce -3.8% | 18,297 | $2.0M |
| Employees Provident Fund Board | 0.02% | No change | 18,200 | $2.0M |
| Naples Global Advisors, LLC | 0.17% | Reduce -0.7% | 17,845 | $2.0M |
| NorthRock Partners, LLC | 0.05% | Reduce -2.1% | 17,776 | $2.0M |
| AQR Capital Management | 0.00% | Add +205.8% | 17,560 | $1.9M |
| Genus Capital Management Inc. | 0.25% | Reduce -27.6% | 17,505 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.5% | 17,471 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -11.4% | 12,400 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +10.8% | 16,722 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +4.1% | 16,582 | $1.8M |
| First Bank & Trust | 0.32% | Add +6.5% | 16,206 | $1.8M |
| Gries Financial LLC | 0.32% | Add +2.7% | 15,883 | $1.8M |
| &partners | 0.01% | Add +18.8% | 15,779 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.3% | 15,600 | $1.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | — | 15,212 | $1.7M |
| Fulton Bank, N.A. | 0.06% | Reduce -3.4% | 13,949 | $1.5M |
| 111 Capital | 0.26% | Reduce -42.7% | 13,831 | $1.5M |
| Curbstone Financial Management Corp | 0.31% | No change | 13,834 | $1.5M |
| IFG Advisory, LLC | 0.07% | Add +1.9% | 13,100 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +13.8% | 13,098 | $1.4M |
| Cigna Investments Inc. | 0.25% | Reduce -2.5% | 13,093 | $1.4M |
| Probity Advisors, Inc. | 0.25% | Add +0.1% | 12,708 | $1.4M |
| Texas Yale Capital Corp. | 0.05% | No change | 12,488 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +1.4% | 12,364 | $1.4M |
| State of Wyoming | 0.17% | Reduce -14.2% | 12,233 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 12,225 | $1.4M |
| Barclays PLC | 0.00% | Add +25.7% | 12,158 | $1.3M |
| Associated Banc-Corp | 0.04% | Reduce -5.4% | 11,653 | $1.3M |
| Raleigh Capital Management Inc. | 0.54% | Add +2.3% | 11,637 | $1.3M |
| State Street Corp. | 0.00% | No change | 11,531 | $1.3M |
| Ritholtz Wealth Management | 0.03% | Reduce -10.4% | 10,860 | $1.2M |
| Turn8 Private Wealth Inc. | 0.86% | No change | 10,905 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 10,624 | $1.2M |
| Ignite Planners, LLC | 0.20% | Reduce -4.3% | 10,121 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Add +7.4% | 10,301 | $1.1M |
| Signaturefd, LLC | 0.02% | Reduce -4.5% | 10,254 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.3% | 10,246 | $1.1M |
| Keybank National Association | 0.00% | Reduce -2.1% | 10,011 | $1.1M |
| Worldquant Millennium Advisors LLC | 0.01% | New | 9,901 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +18.7% | 10,010 | $1.1M |
| Capital World Investors | 0.00% | No change | 9,749 | $1.1M |
| Smithfield Trust Co | 0.05% | No change | 9,766 | $1.1M |
| Verdence Capital Advisors LLC | 0.07% | Add +0.4% | 9,724 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Add +118.4% | 7,022 | $1.1M |
| Independent Advisor Alliance | 0.03% | Add +6.1% | 9,555 | $1.1M |
| Berger Financial Group, Inc | 0.07% | Reduce -0.8% | 9,531 | $1.1M |
| Resources Management Corp. /CT/ | 0.14% | Reduce -52.5% | 9,485 | $1.0M |
| Blair William & Co. | 0.00% | Add +94.0% | 9,475 | $1.0M |
| First American Bank | 0.07% | No change | 9,360 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 9,198 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -20.2% | 8,896 | $984K |
| Journey Strategic Wealth LLC | 0.03% | Add +0.1% | 8,738 | $967K |
| Benjamin Edwards Inc. | 0.01% | Add +20.8% | 8,453 | $935K |
| Louisbourg Investments Inc. | 0.22% | No change | 8,428 | $932K |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 8,229 | $910K |
| North Star Asset Management Inc. | 0.04% | No change | 8,174 | $904K |
| Wealth Alliance, LLC | 0.10% | Add +0.3% | 8,173 | $904K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.7% | 8,103 | $896K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 8,076 | $893K |
| Aigen Investment Management, LP | 0.12% | New | 5,616 | $848K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.9% | 7,638 | $845K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -3.4% | 7,601 | $841K |
| Jefferies Financial Group Inc. | 0.01% | No change | 7,492 | $829K |
| WoodTrust Financial Corp | 0.11% | Add +56.0% | 4,660 | $827K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 7,420 | $821K |
| VAUGHAN & Co SECURITIES, INC. | 0.46% | Reduce -0.6% | 7,177 | $794K |
| Syon Capital LLC | 0.05% | Add +2.8% | 7,029 | $778K |
| Harbour Investments, Inc. | 0.02% | Add +0.4% | 7,023 | $777K |
| Focus Partners Wealth | 0.00% | Reduce -7.2% | 6,926 | $766K |
| Baskin Financial Services Inc. | 0.06% | Reduce -7.5% | 6,872 | $761K |
| Candriam S.C.A. | 0.00% | Reduce -18.1% | 6,805 | $753K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 6,767 | $749K |
| Mairs & Power Inc. | 0.01% | Reduce -1.5% | 6,746 | $746K |
| Natixis | 0.00% | Add +7.5% | 6,739 | $746K |
| Ti-Trust, Inc. | 0.50% | No change | 6,692 | $740K |
| Marshall Wace, LLP | 0.00% | Reduce -25.3% | 6,582 | $728K |
| Ontario Teachers Pension Plan Board | 0.02% | New | 6,504 | $721K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.5% | 6,446 | $713K |
| Compound Planning, Inc. | 0.03% | Reduce -16.7% | 6,435 | $712K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.0% | 6,224 | $689K |
| Midland Wealth Advisors, LLC | 0.04% | No change | 6,200 | $686K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +0.1% | 6,075 | $672K |
| Busey Bank | 0.02% | Reduce -0.8% | 6,026 | $667K |
| Harbour Trust & Investment Management Co | 0.07% | Reduce -5.8% | 5,975 | $661K |
| Versor Investments LP | 0.12% | New | 5,950 | $660K |
| Savant Capital, LLC | 0.00% | Add +71.7% | 5,896 | $652K |
| Fourpath Capital Management, LLC | 0.10% | Reduce -3.0% | 5,882 | $651K |
| HighPoint Advisor Group LLC | 0.03% | Add +4.2% | 5,868 | $649K |
| Tacita Capital Inc | 0.41% | No change | 5,737 | $636K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.1% | 5,655 | $626K |
| Ipswich Investment Management Co., Inc. | 0.15% | No change | 5,610 | $621K |
| J. Safra Sarasin Holding AG | 0.01% | Add +1.2% | 5,605 | $620K |
| International Assets Investment Management, LLC | 0.05% | New | 585,236 | $612K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -16.6% | 5,515 | $611K |
| Pacifica Partners Inc. | 0.25% | Reduce -1.8% | 5,560 | $607K |
| Nebula Research & Development LLC | 0.05% | Add +30.1% | 5,423 | $600K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -26.4% | 5,256 | $582K |
| Glenmede Investment Management, LP | 0.00% | — | 5,089 | $563K |
| Tradition Wealth Management, LLC | 0.04% | Add +4.4% | 5,079 | $562K |
| World Investment Advisors | 0.01% | Reduce -0.4% | 4,972 | $550K |
| Midwest Trust Co | 0.01% | — | 4,848 | $536K |
| Prudential Financial Inc. | 0.00% | No change | 4,770 | $528K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 4,756 | $526K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.1% | 4,742 | $525K |
| Curi Capital, LLC | 0.01% | Add +73.9% | 4,723 | $523K |
| Patrick M Sweeney & Associates, Inc. | 0.35% | No change | 4,508 | $510K |
| Park Avenue Securities LLC | 0.00% | New | 4,599 | $509K |
| UMB Bank, n.a. | 0.01% | Reduce -65.7% | 4,594 | $508K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.1% | 4,572 | $506K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 4,569 | $505K |
| Forum Financial Management, LP | 0.01% | Reduce -20.8% | 4,558 | $504K |
| Code Waechter LLC | 0.36% | Add +54.2% | 4,552 | $504K |
| Ellenbecker Investment Group | 0.08% | No change | 4,505 | $498K |
| Certuity, LLC | 0.05% | Add +0.2% | 4,478 | $495K |
| Rowlandmiller & Partners.adv | 0.10% | No change | 4,476 | $495K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 4,464 | $494K |
| Boltwood Capital Management | 0.14% | Add +1.2% | 4,375 | $484K |
| Biltmore Family Office, LLC | 0.08% | No change | 4,360 | $482K |
| Frank, Rimerman Advisors LLC | 0.03% | New | 4,357 | $482K |
| PDS Planning, Inc | 0.04% | Add +6.9% | 4,335 | $480K |
| Evergreen Capital Management LLC | 0.01% | Reduce -26.6% | 4,309 | $477K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +12.5% | 4,272 | $473K |
| KLCM Advisors, Inc. | 0.05% | Reduce -15.2% | 4,183 | $463K |
| BNP Paribas Financial Markets | 0.00% | Add +102.0% | 4,176 | $462K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.2% | 4,158 | $460K |
| Davis-Rea LTD. | 0.11% | No change | 4,003 | $443K |
| Silverlake Wealth Management LLC | 0.13% | Reduce -10.0% | 4,001 | $443K |
| Watershed Private Wealth LLC | 0.16% | No change | 4,000 | $443K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -20.5% | 3,839 | $425K |
| West Family Investments, Inc. | 0.11% | Add +67.3% | 3,810 | $422K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.5% | 3,809 | $421K |
| MAI Capital Management | 0.00% | Add +7.0% | 3,790 | $419K |
| Nwam LLC | 0.02% | Reduce -2.8% | 3,774 | $417K |
| Quilter Plc | 0.01% | Reduce -1.6% | 3,710 | $411K |
| MQS Management LLC | 0.23% | Reduce -35.2% | 3,692 | $408K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -6.2% | 3,636 | $402K |
| Intrust Bank NA | 0.04% | Add +58.0% | 3,603 | $399K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 3,558 | $394K |
| ICONIQ Capital, LLC | 0.01% | Reduce -25.6% | 3,539 | $392K |
| Puzo Michael J | 0.11% | No change | 3,500 | $387K |
| NorthCoast Asset Management LLC | 0.00% | Add +4.5% | 3,497 | $387K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.9% | 3,475 | $384K |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 3,471 | $384K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -13.1% | 3,465 | $383K |
| Avalon Capital Management | 0.10% | No change | 3,425 | $379K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.6% | 3,410 | $377K |
| Keudell/Morrison Wealth Management | 0.08% | No change | 3,391 | $375K |
| Prospera Financial Services Inc | 0.01% | Add +11.5% | 3,383 | $374K |
| VestGen Advisors, LLC | 0.01% | Add +0.1% | 3,374 | $373K |
| Vantage Financial Partners, LLC | 0.09% | Add +0.1% | 3,330 | $368K |
| Cwm, LLC | 0.00% | Add +1.7% | 3,313 | $367K |
| Brighton Jones LLC | 0.01% | Add +1.3% | 3,307 | $366K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +44.7% | 3,303 | $365K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.7% | 3,283 | $363K |
| Danske Bank A/S | 0.00% | No change | 3,229 | $357K |
| AE Wealth Management LLC | 0.00% | Add +7.3% | 3,182 | $352K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.9% | 3,167 | $350K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 3,110 | $344K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 3,094 | $342K |
| Wedbush Securities Inc. | 0.01% | Add +4.5% | 3,091 | $342K |
| Diversified Trust Co. | 0.01% | Add +2.4% | 3,068 | $339K |
| Stephens Inc. | 0.00% | Reduce -2.9% | 3,064 | $339K |
| HRT Financial LP | 0.00% | Reduce -3.7% | 3,049 | $337K |
| Mediolanum International Funds Ltd | 0.00% | Reduce -18.6% | 3,055 | $335K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.3% | 3,022 | $334K |
| Cherokee Insurance Co | 0.14% | No change | 3,005 | $332K |
| Versant Capital Management, Inc | 0.05% | Add +2.1% | 2,981 | $330K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.2% | 2,877 | $326K |
| Five Oceans Advisors | 0.14% | Reduce -3.7% | 2,942 | $325K |
| Lantz Financial LLC | 0.08% | Add +1.1% | 2,926 | $324K |
| Enterprise Bank & Trust Co | 0.12% | No change | 2,920 | $323K |
| Vident Advisory, LLC | 0.00% | Reduce -24.9% | 2,888 | $320K |
| Magnus Financial Group LLC | 0.03% | Reduce -2.4% | 2,857 | $316K |
| Murphy & Mullick Capital Management Corp | 0.26% | Reduce -4.6% | 2,844 | $314K |
| Annex Advisory Services, LLC | 0.01% | Add +24.9% | 2,819 | $312K |
| Commerce Bank | 0.00% | Reduce -3.8% | 2,817 | $312K |
| NewEdge Advisors, LLC | 0.00% | Add +5614.3% | 2,800 | $310K |
| Cozad Asset Management Inc. | 0.03% | No change | 2,797 | $309K |
| Geneos Wealth Management Inc. | 0.01% | Add +64.3% | 2,783 | $308K |
| Park Place Capital Corp | 0.07% | Reduce -0.2% | 2,750 | $306K |
| Ascent Group, LLC | 0.01% | Add +3.5% | 2,756 | $305K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.8% | 2,721 | $301K |
| First Merchants Corp. | 0.01% | No change | 2,716 | $300K |
| Medallion Wealth Advisors, LLC | 0.12% | No change | 2,701 | $300K |
| Arkos Global Advisors | 0.04% | No change | 2,672 | $296K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.3% | 2,665 | $295K |
| Fielder Capital Group LLC | 0.08% | No change | 2,643 | $292K |
| Choreo, LLC | 0.00% | Add +21.2% | 2,640 | $292K |
| Smith, Moore & Co. | 0.02% | No change | 2,636 | $292K |
| Argent Trust Co | 0.01% | Reduce -5.7% | 2,634 | $291K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +4.5% | 2,616 | $289K |
| SkyView Investment Advisors, LLC | 0.04% | No change | 2,599 | $284K |
| Susquehanna International Group, LLP | 0.00% | New | 2,563 | $284K |
| Old National Bancorp | 0.01% | No change | 2,542 | $281K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.9% | 2,518 | $279K |
| CVA Family Office, LLC | 0.04% | Reduce -0.5% | 2,512 | $278K |
| Parallel Advisors, LLC | 0.01% | Reduce -12.9% | 2,507 | $277K |
| Corient IA LP | 0.16% | No change | 2,500 | $277K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,500 | $277K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,492 | $276K |
| Procyon Advisors, LLC | 0.03% | Reduce -9.5% | 2,458 | $272K |
| Sciencast Management LP | 0.06% | New | 2,444 | $270K |
| Gill Capital Partners, LLC | 0.09% | New | 2,412 | $267K |
| Guggenheim Capital LLC | 0.00% | Reduce -4.2% | 2,400 | $266K |
| North Star Investment Management Corp. | 0.02% | No change | 2,389 | $264K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -26.5% | 2,368 | $262K |
| Bridgewater Associates | 0.00% | Reduce -95.0% | 2,348 | $260K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -41.3% | 2,373 | $259K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,336 | $258K |
| Patten & Patten Inc. | 0.02% | No change | 2,328 | $258K |
| Park National Corp. | 0.01% | No change | 2,325 | $257K |
| Townsend & Associates, Inc | 0.03% | No change | 2,225 | $255K |
| Hilltop Holdings Inc. | 0.02% | Reduce -23.8% | 2,295 | $254K |
| Chiron Capital Management, LLC | 0.22% | Reduce -24.0% | 2,250 | $249K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -92.7% | 2,226 | $246K |
| Advisory Services Network, LLC | 0.00% | Add +0.7% | 2,218 | $245K |
| Bogart Wealth, LLC | 0.01% | No change | 2,202 | $244K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 2,200 | $243K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.5% | 2,162 | $239K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -23.1% | 2,116 | $234K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,100 | $233K |
| Investors Research Corp | 0.05% | No change | 2,102 | $233K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.2% | 2,100 | $232K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -12.3% | 2,093 | $232K |
| 180 Wealth Advisors, LLC | 0.03% | New | 2,081 | $230K |
| Avant Financial Advisors LLC | 0.19% | New | 2,080 | $230K |
| Riverpoint Wealth Management Holdings, LLC | 0.05% | New | 2,075 | $230K |
| Evelyn Partners Investment Management LLP | 0.01% | Reduce -23.6% | 2,064 | $229K |
| Bluespring Wealth Management, LLC | 0.02% | New | 2,063 | $228K |
| Allworth Financial LP | 0.00% | Add +16.7% | 2,027 | $224K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,011 | $222K |
| Squarepoint Ops LLC | 0.00% | Reduce -73.9% | 2,010 | $222K |
| Bridges Investment Management Inc. | 0.00% | New | 2,000 | $221K |
| Plancorp, LLC | 0.01% | Reduce -9.8% | 1,993 | $220K |
| Saxony Capital Management, LLC | 0.17% | New | 1,975 | $218K |
| Thompson Investment Management, Inc. | 0.03% | Reduce -22.0% | 1,969 | $218K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 1,964 | $217K |
| Ieq Capital, LLC | 0.00% | New | 1,963 | $217K |
| First Affirmative Financial Network | 0.11% | New | 1,956 | $216K |
| Greenleaf Trust | 0.00% | Reduce -10.9% | 1,952 | $216K |
| FORM Wealth Advisors, LLC | 0.03% | New | 1,932 | $214K |
| MSH Capital Advisors LLC | 0.06% | New | 1,925 | $213K |
| Landaas & Co. /Wi | 0.05% | New | 1,918 | $212K |
| Verition Fund Management LLC | 0.00% | New | 1,910 | $211K |
| Atlantic Family Wealth, LLC | 0.18% | New | 1,907 | $211K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -28.1% | 1,906 | $211K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 1,880 | $208K |
| Savvy Advisors, Inc. | 0.01% | New | 1,867 | $207K |
| Ethic Inc. | 0.00% | New | 1,873 | $204K |
| Oarsman Capital, Inc. | 0.03% | New | 1,828 | $202K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.1% | 1,806 | $200K |
| Cromwell Holdings LLC | 0.12% | No change | 1,739 | $192K |
| Pinney & Scofield, Inc. | 0.13% | No change | 1,700 | $188K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 1,700 | $188K |
| GAMMA Investing LLC | 0.01% | Add +2.2% | 1,604 | $177K |
| Global Retirement Partners, LLC | 0.00% | — | 1,541 | $171K |
| Greykasell Wealth Strategies, Inc. | 0.08% | No change | 1,521 | $168K |
| Caldwell Trust Co | 0.02% | No change | 1,500 | $166K |
| AlphaCore Capital LLC | 0.01% | New | 1,500 | $166K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -85.9% | 1,499 | $166K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,437 | $159K |
| Operose Advisors LLC | 0.04% | Add +17.0% | 1,404 | $155K |
| Webster Bank, N. A. | 0.02% | No change | 1,400 | $155K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,595 | $144K |
| Rhumbline Advisers | 0.00% | Add +9.1% | 1,157 | $128K |
| Private Trust Co. NA | 0.01% | Add +1.2% | 1,114 | $123K |
| Retirement Wealth Solutions LLC | 0.09% | No change | 1,086 | $120K |
| Winthrop Capital Management, LLC | 0.03% | New | 1,089 | $120K |
| GeoWealth Management, LLC | 0.00% | Reduce -40.0% | 1,078 | $119K |
| Johnson Financial Group, Inc. | 0.01% | Add +1414.7% | 1,030 | $114K |
| Tompkins Financial Corp. | 0.01% | No change | 1,000 | $111K |
| Hills Bank & Trust Co | 0.01% | New | 1,000 | $111K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 980 | $108K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 960 | $106K |
| Trust Co. of Vermont | 0.00% | No change | 901 | $100K |
| Whittier Trust Co. | 0.00% | No change | 900 | $100K |
| Plato Investment Management Ltd | 0.01% | New | 880 | $97K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 834 | $92K |
| Ridgewood Investments LLC | 0.04% | No change | 772 | $85K |
| HM Payson & Co. | 0.00% | Add +73.2% | 762 | $84K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -27.9% | 758 | $84K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 736 | $81K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +0.6% | 735 | $81K |
| Bayforest Capital Ltd | 0.04% | Add +104.7% | 735 | $81K |
| Grove Bank & Trust | 0.01% | No change | 710 | $79K |
| Olistico Wealth, LLC | 0.04% | No change | 700 | $77K |
| Garde Capital, Inc. | 0.00% | No change | 682 | $75K |
| Principal Securities, Inc. | 0.00% | Reduce -32.8% | 651 | $72K |
| Montag & Caldwell, LLC | 0.01% | No change | 617 | $68K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -4.5% | 614 | $68K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +71.4% | 600 | $66K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.8% | 586 | $65K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -1.1% | 551 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $61K |
| Headlands Technologies LLC | 0.01% | New | 549 | $61K |
| Huntington National Bank | 0.00% | Add +7.9% | 530 | $59K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 500 | $55K |
| JNBA Financial Advisors | 0.01% | No change | 500 | $55K |
| Rothschild Investment LLC | 0.00% | Add +1.0% | 498 | $55K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 260 | $53K |
| CX Institutional | 0.00% | No change | 441 | $49K |
| Crewe Advisors LLC | 0.01% | Add +5.0% | 420 | $46K |
| Truvestments Capital LLC | 0.01% | No change | 408 | $45K |
| Vision Financial Markets LLC | 0.04% | Add +100.0% | 400 | $44K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 400 | $44K |
| Capital Analysts, LLC | 0.00% | Reduce -18.0% | 383 | $42K |
| Harbor Asset Planning, Inc. | 0.04% | — | 352 | $39K |
| Winch Advisory Services, LLC | 0.01% | No change | 350 | $39K |
| Princeton Global Asset Management LLC | 0.01% | Add +40.0% | 350 | $39K |
| IAG Wealth Partners, LLC | 0.00% | No change | 335 | $37K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.2% | 279 | $31K |
| IFP Advisors, Inc | 0.00% | Reduce -9.5% | 266 | $29K |
| Bank & Trust Co | 0.02% | No change | 263 | $29K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 259 | $29K |
| WFA of San Diego, LLC | 0.02% | — | 250 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 223 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +15.3% | 196 | $21K |
| Trust Co | 0.00% | New | 188 | $21K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 178 | $20K |
| Ravenstone Capital Management Inc. | 0.01% | Add +113.4% | 175 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 173 | $19K |
| Walleye Capital LLC | 0.00% | Add +9.3% | 164 | $18K |
| Country Trust Bank | 0.00% | New | 159 | $18K |
| LRI Investments, LLC | 0.00% | No change | 150 | $17K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 144 | $16K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 143 | $16K |
| Arax Advisory Partners | 0.00% | Add +114.3% | 30 | $16K |
| WFA Asset Management Corp | 0.01% | No change | 181 | $15K |
| Addison Advisors LLC | 0.00% | Reduce -61.6% | 132 | $15K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -87.8% | 131 | $14K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.8% | 130 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 126 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 125 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -38.9% | 121 | $13K |
| Sierra Ocean, LLC | 0.01% | No change | 120 | $13K |
| MCF Advisors LLC | 0.00% | No change | 110 | $12K |
| TruNorth Capital Management, LLC | 0.00% | Reduce -80.2% | 100 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +60.3% | 93 | $10K |
| NewSquare Capital LLC | 0.00% | Add +122.0% | 91 | $10K |
| Hemington Wealth Management | 0.00% | No change | 95 | $10K |
| Brooklyn Investment Group | 0.00% | New | 86 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 79 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 71 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +187.5% | 69 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 65 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 56 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 55 | $6K |
| Penserra Capital Management LLC | 0.00% | No change | 63 | $6K |
| Financial Avengers, Inc. | 0.00% | No change | 50 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 47 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +7.0% | 46 | $5K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 43 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -78.2% | 42 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 40 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 40 | $4K |
| Maseco LLP | 0.00% | — | 35 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 32 | $4K |
| Steph & Co. | 0.00% | New | 25 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -62.5% | 24 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +360.0% | 23 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 23 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | New | 23 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 26 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -6.3% | 15 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 12 | $1K |
| Optiver Holding B.V. | 0.00% | New | 11 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 9 | $996 |
| Pineridge Advisors LLC | 0.00% | No change | 6 | $685 |
| Leonteq Securities AG | 0.00% | Reduce -76.9% | 6 | $664 |
| High Note Wealth, LLC | 0.00% | No change | 3 | $332 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | Reduce -99.9% | 1 | $102 |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.