Bank of MontrealBMO
13F holders, Q4 2025 (December 31)617holders +39
64new positions
43sold out
8famous investors
$130.46avg. 13F price*
At the end of Q4 2025, 617 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 39 from Q3 2025. 64 opened new positions and 43 sold out. The largest holders were Royal Bank of Canada ($6.5B), Vanguard Group Inc. ($4.3B) and Bank of Montreal ($3.7B). 8 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 (Q4 2025)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $177.6M |
| Exits | 43 | $168.8M |
All 13F filers, Q3 2025 → Q4 2025: 16,767,417 shares bought and 31,680,708 shares sold, net −14,913,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| Royal Bank of Canada | 1.14% | Reduce -23.5% | 50,087,971 | $6.5B |
| Vanguard Group Inc. | 0.06% | Add +2.1% | 33,017,205 | $4.3B |
| Bank of Montreal | 1.51% | Reduce -1.2% | 28,165,528 | $3.7B |
| TD Asset Management Inc | 2.03% | Add +1.5% | 19,372,601 | $2.5B |
| Cibc World Market Inc. | 2.92% | Add +0.9% | 12,551,773 | $1.6B |
| National Bank of Canada | 1.47% | Reduce -2.2% | 11,003,421 | $1.4B |
| 1832 Asset Management L.P. | 1.73% | Add +64.4% | 10,417,243 | $1.4B |
| FIL Ltd | 0.92% | Add +15.2% | 9,445,162 | $1.2B |
| Mackenzie Financial Corp. | 1.43% | Reduce -2.3% | 9,293,270 | $1.2B |
| Norges Bank | 0.11% | — | 8,156,958 | $1.1B |
| Geode Capital Management, LLC | 0.06% | Add +6.7% | 7,030,219 | $932.2M |
| FMR LLC | 0.04% | Reduce -18.5% | 6,597,931 | $856.9M |
| Toronto Dominion Bank | 1.51% | Add +6.6% | 6,503,168 | $844.6M |
| Canada Pension Plan Investment Board | 0.55% | Add +64.3% | 6,325,714 | $821.5M |
| CIBC Asset Management Inc | 1.97% | Reduce -14.1% | 6,237,739 | $814.5M |
| Bank of Nova Scotia | 1.15% | Reduce -6.4% | 5,965,369 | $774.7M |
| Caisse de depot et placement du Quebec | 1.20% | No change | 5,419,567 | $704.8M |
| Beutel, Goodman & Co Ltd. | 3.99% | Reduce -7.4% | 4,990,717 | $649.0M |
| Legal & General Group Plc | 0.13% | Add +0.5% | 4,550,324 | $591.7M |
| Fiera Capital Corp | 1.64% | Add +0.4% | 3,981,598 | $517.3M |
| Morgan Stanley | 0.03% | Add +74.4% | 3,817,406 | $495.5M |
| Dimensional Fund Advisors LP | 0.10% | Add +0.9% | 3,588,944 | $465.8M |
| Scotia Capital Inc. | 1.87% | Add +0.2% | 3,577,883 | $464.5M |
| Federation des caisses Desjardins du Quebec | 1.68% | Reduce -1.5% | 3,377,840 | $438.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -18.3% | 3,297,431 | $428.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.72% | Reduce -0.2% | 3,267,462 | $424.4M |
| Manufacturers Life Insurance Company, The | 0.30% | Reduce -4.0% | 2,804,743 | $365.0M |
| Bank of America Corp. | 0.02% | Reduce -23.2% | 2,402,278 | $311.8M |
| TD Waterhouse Canada Inc. | 1.87% | Reduce -2.5% | 2,316,589 | $300.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.70% | Reduce -9.2% | 2,069,545 | $268.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +0.8% | 1,968,071 | $255.9M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -45.9% | 1,863,281 | $241.8M |
| Letko, Brosseau & Associates Inc. | 3.56% | Reduce -5.7% | 1,674,225 | $217.7M |
| Invesco Ltd. | 0.02% | Reduce -1.9% | 1,576,288 | $204.6M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.2% | 1,521,909 | $197.5M |
| Deutsche Bank AG | 0.06% | Add +5.5% | 1,450,662 | $188.3M |
| D. E. Shaw & Co. | 0.15% | Add +26.4% | 1,434,421 | $186.3M |
| Cardinal Capital Management, Inc. | 3.96% | Reduce -10.8% | 988,492 | $176.2M |
| Newport Trust Company, LLC | 0.41% | Reduce -0.5% | 1,315,207 | $170.7M |
| Amundi | 0.05% | Add +33.0% | 1,289,261 | $169.2M |
| OMERS ADMINISTRATION Corp | 1.15% | Add +9.8% | 1,244,155 | $161.8M |
| Acadian Asset Management LLC | 0.26% | Reduce -59.8% | 1,201,968 | $156.3M |
| Clearbridge Investments, LLC | 0.12% | Reduce -8.6% | 1,185,077 | $153.8M |
| Mufg Securities (canada), LTD. | 3.91% | Reduce -8.6% | 1,083,543 | $140.7M |
| Aviso Financial Inc. | 5.05% | Add +2.0% | 1,022,316 | $132.8M |
| Alberta Investment Management Corp | 0.86% | Reduce -9.8% | 1,000,300 | $129.9M |
| Addenda Capital Inc. | 3.79% | Reduce -1.3% | 725,333 | $129.3M |
| BCV Asset Management Inc. | 3.23% | — | 654,737 | $127.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.64% | Add +50.7% | 935,883 | $121.5M |
| Federated Hermes, Inc. | 0.19% | Reduce -27.2% | 865,639 | $112.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.3% | 738,973 | $95.9M |
| Agf Management Ltd. | 0.41% | Add +75.9% | 637,754 | $94.3M |
| Guardian Capital LP | 2.62% | Reduce -60.4% | 680,733 | $88.4M |
| BlackRock, Inc. | 0.00% | Add +0.5% | 644,302 | $83.6M |
| Van Eck Associates Corp. | 0.07% | Add +29.4% | 619,368 | $80.4M |
| Aviva PLC | 0.13% | Add +5.5% | 610,264 | $79.3M |
| Northern Trust Corp. | 0.01% | Add +0.4% | 546,110 | $70.9M |
| Nuveen, LLC | 0.02% | Reduce -0.2% | 533,388 | $69.4M |
| Citigroup Inc. | 0.05% | Add +5.2% | 528,447 | $68.7M |
| UBS Group AG | 0.01% | Reduce -75.6% | 518,524 | $67.3M |
| Bank of Nova Scotia Trust Co. | 5.77% | Add +1.2% | 511,456 | $66.4M |
| Quadrature Capital Ltd | 0.67% | New | 507,782 | $66.0M |
| Korea Investment CORP | 0.13% | Add +18.5% | 488,726 | $63.6M |
| Jefferies Financial Group Inc. | 0.52% | Add +6300.1% | 479,492 | $62.2M |
| Hillsdale Investment Management Inc. | 1.72% | Reduce -8.9% | 478,120 | $62.2M |
| Value Partners Investments Inc. | 4.64% | Reduce -9.0% | 465,338 | $60.5M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 4.14% | Reduce -21.8% | 464,627 | $60.3M |
| State of Tennessee, Department of Treasury | 0.17% | Reduce -4.3% | 399,601 | $54.7M |
| Pictet Asset Management Holding SA | 0.05% | Add +1.3% | 401,756 | $52.2M |
| Guardian Partners Inc. | 4.18% | Add +9.8% | 371,924 | $52.2M |
| Public Sector Pension Investment Board | 0.17% | Add +7.6% | 391,429 | $50.8M |
| Delaney Capital Management Ltd. | 8.30% | — | 385,029 | $50.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -22.5% | 382,192 | $49.6M |
| Wells Fargo & Company | 0.01% | Reduce -22.1% | 365,849 | $47.5M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -19.0% | 356,827 | $46.4M |
| Qube Research & Technologies Ltd | 0.07% | Add +313.0% | 350,787 | $45.5M |
| LPL Financial LLC | 0.01% | Reduce -14.7% | 339,198 | $44.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -23.6% | 331,169 | $43.0M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -14.0% | 318,561 | $41.4M |
| Franklin Resources Inc. | 0.01% | Add +6.1% | 317,254 | $41.2M |
| APG Asset Management N.V. | 0.12% | Reduce -9.8% | 368,969 | $40.9M |
| Purpose Unlimited Inc. | 1.81% | — | 301,031 | $39.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +3.0% | 299,918 | $39.0M |
| First Trust Advisors LP | 0.03% | Reduce -4.1% | 288,183 | $37.4M |
| American Century Companies Inc. | 0.02% | Add +15.3% | 280,923 | $36.5M |
| AQR Capital Management | 0.02% | Add +500.4% | 275,988 | $35.8M |
| State of Wisconsin Investment Board | 0.08% | New | 259,753 | $33.8M |
| Millennium Management | 0.02% | Add +1266.6% | 251,707 | $32.7M |
| Intech Investment Management LLC | 0.27% | Add +69.5% | 233,814 | $30.4M |
| Neuberger Berman Group LLC | 0.02% | Add +14.3% | 212,172 | $27.6M |
| Intact Investment Management Inc. | 0.79% | Reduce -2.3% | 212,320 | $27.6M |
| Candriam S.C.A. | 0.14% | Add +16.0% | 209,417 | $27.2M |
| Montrusco Bolton Investments Inc. | 0.34% | Reduce -8.2% | 208,443 | $27.1M |
| Rempart Asset Management Inc. | 5.10% | Reduce -6.4% | 207,665 | $27.0M |
| Man Group plc | 0.05% | Add +384.8% | 204,396 | $26.6M |
| Jane Street Group, LLC | 0.03% | Add +47.3% | 201,553 | $26.2M |
| Investment Management Corp of Ontario | 0.32% | Add +49.8% | 185,538 | $24.1M |
| Forsta Ap-Fonden | 0.14% | Reduce -15.8% | 180,600 | $23.5M |
| Cardinal Point Capital Management ULC | 1.52% | Add +0.6% | 178,488 | $23.2M |
| Canerector Inc. | 10.90% | No change | 125,000 | $22.3M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +5.1% | 167,805 | $21.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Add +50.5% | 167,739 | $21.8M |
| Mn Services Vermogensbeheer B.V. | 0.13% | Add +16.3% | 165,213 | $21.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.11% | Add +1.6% | 164,995 | $21.5M |
| Renaissance Technologies | 0.03% | Reduce -33.4% | 164,995 | $21.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | New | 110,065 | $19.6M |
| Northwest & Ethical Investments L.P. | 0.43% | Add +3.3% | 146,858 | $19.1M |
| Varma Mutual Pension Insurance Co | 0.11% | Reduce -3.9% | 143,329 | $18.6M |
| GMO | 0.04% | Reduce -20.0% | 131,825 | $17.1M |
| Stifel Financial Corp. | 0.01% | Reduce -16.4% | 123,490 | $16.0M |
| Generali Asset Management SPA SGR | 0.32% | Add +15.0% | 86,672 | $15.4M |
| Triasima Portfolio Management inc. | 2.26% | Add +16.3% | 116,166 | $15.1M |
| OpenArc Corporate Advisory, LLC | 0.25% | — | 116,031 | $15.1M |
| Swiss Life Asset Management Ltd | 0.07% | Add +10.9% | 110,795 | $14.4M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 144,747 | $14.3M |
| USS Investment Management Ltd | 0.07% | No change | 109,149 | $14.2M |
| Vontobel Holding Ltd. | 0.05% | Reduce -2.4% | 107,319 | $13.9M |
| Pinnacle Financial Partners, Inc. | 0.11% | — | 107,173 | $13.9M |
| FNY Investment Advisers, LLC | 3.89% | New | 104,200 | $13.5M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.12% | — | 102,772 | $13.4M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.19% | — | 102,160 | $13.3M |
| Lorne Steinberg Wealth Management Inc. | 2.95% | Add +1.3% | 98,630 | $12.8M |
| Capital Wealth Planning, LLC | 0.08% | Add +475.9% | 96,785 | $12.8M |
| American Assets Investment Management, LLC | 0.86% | No change | 96,000 | $12.5M |
| Barometer Capital Management Inc. | 2.82% | Reduce -56.8% | 43,045 | $11.7M |
| Claret Asset Management Corp | 1.35% | Add +0.5% | 89,014 | $11.6M |
| Capital Fund Management S.A. | 0.11% | Reduce -4.8% | 87,423 | $11.3M |
| Utah Retirement Systems | 0.10% | No change | 80,732 | $10.5M |
| Wellington Management Group LLP | 0.00% | Reduce -17.9% | 80,729 | $10.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -50.5% | 76,440 | $9.9M |
| Maryland State Retirement & Pension System | 0.20% | Reduce -0.4% | 75,551 | $9.8M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -44.1% | 73,683 | $9.6M |
| Natixis Advisors, LLC | 0.01% | Add +9.7% | 72,166 | $9.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 68,590 | $8.9M |
| Creative Planning | 0.01% | Add +4.8% | 65,270 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -20.2% | 64,797 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.6% | 61,558 | $8.2M |
| Avanza Fonder AB | 0.21% | No change | 45,580 | $8.1M |
| Janus Henderson Group PLC | 0.00% | Add +10.9% | 62,227 | $8.1M |
| JCIC Asset Management Inc. | 2.40% | Reduce -1.1% | 60,290 | $7.8M |
| Mariner, LLC | 0.01% | Add +10.7% | 58,023 | $7.5M |
| M&T Bank Corp | 0.02% | Add +0.8% | 57,622 | $7.5M |
| Two Sigma Advisers, LP | 0.01% | Add +3070.5% | 53,898 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +0.4% | 52,635 | $6.8M |
| Osmosis Investment Management UK Ltd | 0.17% | — | 51,988 | $6.8M |
| Cetera Investment Advisers | 0.01% | Add +2.0% | 51,967 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +5.0% | 44,685 | $6.6M |
| Dana Investment Advisors, Inc. | 0.19% | Reduce -0.9% | 50,565 | $6.6M |
| Romano Brothers and Company | 0.74% | Reduce -0.1% | 50,238 | $6.5M |
| K.J. Harrison & Partners Inc | 0.86% | Reduce -2.4% | 49,606 | $6.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.27% | Add +350.6% | 48,196 | $6.3M |
| Quantinno Capital Management LP | 0.01% | Add +35.6% | 47,435 | $6.2M |
| Kepler Cheuvreux (Suisse) SA | 0.34% | New | 34,266 | $6.1M |
| NBT Bank, N.A. | 0.39% | Reduce -0.1% | 1,300 | $6.0M |
| Allianz Asset Management GmbH | 0.01% | Add +7.0% | 45,340 | $5.9M |
| Northwest Bancshares, Inc. | 1.07% | Reduce -16.6% | 42,835 | $5.6M |
| PCJ Investment Counsel Ltd. | 1.34% | Reduce -12.0% | 41,850 | $5.4M |
| Rathbones Group PLC | 0.02% | Reduce -0.1% | 41,384 | $5.4M |
| Cumberland Partners Ltd | 0.33% | Add +89.6% | 41,008 | $5.3M |
| Bessemer Group Inc. | 0.01% | Reduce -11.1% | 40,491 | $5.3M |
| Natixis | 0.02% | Add +11.4% | 40,128 | $5.2M |
| Advisory Services Network, LLC | 0.07% | Add +1709.1% | 40,125 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.8% | 37,770 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.3% | 37,639 | $4.9M |
| Harvest Portfolios Group Inc. | 0.08% | Add +12.0% | 36,879 | $4.8M |
| Gulf International Bank (UK) Ltd | 0.15% | No change | 36,241 | $4.7M |
| St Germain D J Co. Inc. | 0.17% | Reduce -3.5% | 34,589 | $4.5M |
| Pinnacle Associates Ltd. | 0.06% | No change | 33,600 | $4.4M |
| Royal London Asset Management Ltd. | 0.01% | Add +5.0% | 33,219 | $4.3M |
| Zions Bancorporation, National Association | 0.19% | Reduce -44.3% | 32,281 | $4.2M |
| Vertex Planning Partners, LLC | 0.96% | No change | 31,959 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 30,829 | $4.0M |
| XTX Topco Ltd | 0.10% | Add +35.0% | 30,479 | $4.0M |
| Magnetar Financial LLC | 0.04% | New | 29,585 | $3.8M |
| Campbell & CO Investment Adviser LLC | 0.18% | Add +761.3% | 28,871 | $3.7M |
| Barclays PLC | 0.00% | Add +1.6% | 28,846 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -15.0% | 28,785 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 28,428 | $3.7M |
| Genus Capital Management Inc. | 0.42% | Add +0.5% | 27,522 | $3.6M |
| Sciencast Management LP | 0.49% | Reduce -3.0% | 27,367 | $3.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.3% | 27,052 | $3.5M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.53% | Reduce -1.4% | 26,588 | $3.5M |
| Waratah Capital Advisors Ltd. | 0.26% | Reduce -71.4% | 25,894 | $3.4M |
| US Bancorp \de | 0.00% | Add +9.8% | 24,860 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -21.8% | 24,715 | $3.2M |
| Carnegie Investment Counsel | 0.06% | Reduce -0.3% | 23,993 | $3.1M |
| Susquehanna Advisors Group, Inc. | 0.12% | New | 23,900 | $3.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 23,701 | $3.1M |
| Burkett Asset Management Ltd | 3.12% | — | 23,700 | $3.1M |
| Gold Investment Management Ltd. | 0.95% | Add +1.1% | 22,899 | $3.0M |
| Quadrant Capital Group LLC | 0.09% | No change | 22,807 | $3.0M |
| Corient Private Wealth LP | 0.00% | Reduce -6.5% | 22,555 | $2.9M |
| ASR Vermogensbeheer N.V. | 0.03% | No change | 22,213 | $2.9M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -6.3% | 21,735 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +4.2% | 21,501 | $2.8M |
| Metis Global Partners, LLC | 0.07% | Reduce -21.4% | 21,352 | $2.8M |
| Cidel Asset Management Inc. | 0.20% | Reduce -63.7% | 21,295 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.5% | 21,268 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 20,869 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.8% | 20,747 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.4% | 20,718 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.9% | 19,785 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 19,492 | $2.5M |
| SIG North Trading, ULC | 0.44% | New | 19,448 | $2.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | New | 19,245 | $2.5M |
| UniSuper Management Pty Ltd | 0.01% | Add +12.1% | 13,900 | $2.5M |
| Silver Lake Advisory, LLC | 0.95% | No change | 18,858 | $2.4M |
| Susquehanna Fundamental Investments, LLC | 0.08% | New | 18,800 | $2.4M |
| TD Private Client Wealth LLC | 0.05% | Reduce -30.4% | 18,264 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +27.0% | 18,079 | $2.3M |
| Naples Global Advisors, LLC | 0.17% | Add +0.5% | 17,780 | $2.3M |
| Squarepoint Ops LLC | 0.00% | New | 17,356 | $2.3M |
| NorthRock Partners, LLC | 0.04% | Reduce -2.2% | 17,186 | $2.2M |
| Vise Technologies, Inc. | 0.04% | Add +11.9% | 17,151 | $2.2M |
| First Bank & Trust | 0.36% | Add +1.8% | 17,135 | $2.2M |
| Point72 Asset Management | 0.00% | New | 15,996 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -35.1% | 15,976 | $2.1M |
| Ritholtz Wealth Management | 0.04% | Add +43.4% | 15,553 | $2.0M |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -33.6% | 14,862 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.6% | 14,999 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.4% | 14,646 | $1.9M |
| Assetmark, Inc. | 0.00% | Reduce -20.5% | 14,053 | $1.8M |
| CenterBook Partners LP | 0.09% | Add +147.2% | 14,048 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +117.3% | 13,904 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -21.1% | 13,730 | $1.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -6.2% | 13,700 | $1.8M |
| Curbstone Financial Management Corp | 0.34% | Reduce -1.1% | 13,684 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -22.2% | 13,404 | $1.7M |
| Murchinson Ltd. | 1.08% | New | 13,347 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +2.8% | 13,257 | $1.7M |
| &partners | 0.01% | Reduce -14.5% | 13,249 | $1.7M |
| Credit Agricole S A | 0.00% | Add +26.9% | 13,064 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +20.2% | 13,039 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | Reduce -96.8% | 12,983 | $1.7M |
| Cigna Investments Inc. | 0.24% | Reduce -1.6% | 12,746 | $1.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 12,700 | $1.6M |
| Quantbot Technologies LP | 0.05% | New | 12,693 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +28.9% | 12,552 | $1.6M |
| Texas Yale Capital Corp. | 0.05% | No change | 12,413 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.36% | New | 12,270 | $1.6M |
| Probity Advisors, Inc. | 0.24% | Reduce -4.7% | 11,785 | $1.5M |
| Entropy Technologies, LP | 0.08% | New | 11,550 | $1.5M |
| State Street Corp. | 0.00% | No change | 11,465 | $1.5M |
| Citadel Advisors | 0.00% | New | 11,337 | $1.5M |
| Turn8 Private Wealth Inc. | 1.04% | Add +0.9% | 11,122 | $1.4M |
| Signaturefd, LLC | 0.02% | Add +1.0% | 10,714 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -48.4% | 10,645 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 10,530 | $1.4M |
| Fulton Bank, N.A. | 0.05% | Reduce -26.1% | 10,101 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +8.0% | 9,873 | $1.3M |
| Smithfield Trust Co | 0.06% | No change | 9,766 | $1.3M |
| Ontario Teachers Pension Plan Board | 0.03% | No change | 9,618 | $1.2M |
| Morningstar Investment Management LLC | 0.07% | New | 9,571 | $1.2M |
| Resources Management Corp. /CT/ | 0.16% | Reduce -0.9% | 9,395 | $1.2M |
| First American Bank | 0.07% | No change | 9,360 | $1.2M |
| Berger Financial Group, Inc | 0.07% | No change | 9,350 | $1.2M |
| Keybank National Association | 0.00% | Reduce -4.1% | 9,297 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -26.7% | 9,170 | $1.2M |
| Raleigh Capital Management Inc. | 0.43% | Reduce -24.4% | 9,168 | $1.2M |
| Abacus Wealth Partners, LLC | 0.12% | New | 9,121 | $1.2M |
| Associated Banc-Corp | 0.03% | Reduce -44.8% | 8,888 | $1.2M |
| Tacita Capital Inc | 0.65% | Add +3.5% | 8,656 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -1.2% | 8,627 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +6.7% | 8,555 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 8,417 | $1.1M |
| Louisbourg Investments Inc. | 0.22% | Reduce -0.3% | 8,400 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +1.2% | 8,308 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.1% | 8,173 | $1.1M |
| North Star Asset Management Inc. | 0.04% | Reduce -0.9% | 8,099 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.12% | Add +15.6% | 8,080 | $1.0M |
| Callan Family Office, LLC | 0.02% | Add +338.6% | 7,837 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.7% | 7,816 | $1.0M |
| Syon Capital LLC | 0.05% | Add +10.6% | 7,795 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +15.0% | 7,480 | $971K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -13.2% | 7,417 | $963K |
| IFG Advisory, LLC | 0.04% | Reduce -24.6% | 7,397 | $960K |
| Blair William & Co. | 0.00% | Reduce -8.1% | 7,343 | $953K |
| Susquehanna International Group, LLP | 0.00% | Add +286.9% | 7,085 | $920K |
| Baskin Financial Services Inc. | 0.07% | No change | 7,067 | $918K |
| Parrish Capital LLC | 0.82% | — | 6,981 | $906K |
| Benjamin Edwards Inc. | 0.01% | Reduce -18.7% | 6,979 | $906K |
| Harbour Investments, Inc. | 0.02% | Reduce -4.8% | 6,932 | $900K |
| Ieq Capital, LLC | 0.00% | Add +6.1% | 6,864 | $891K |
| Wealthspire Advisors, LLC | 0.01% | Add +9.7% | 6,835 | $887K |
| Mairs & Power Inc. | 0.01% | No change | 6,746 | $876K |
| HRT Financial LP | 0.00% | Add +26.5% | 6,731 | $873K |
| Ti-Trust, Inc. | 0.54% | No change | 6,692 | $869K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +52.9% | 6,664 | $865K |
| Glenmede Trust Co. NA | 0.00% | — | 6,565 | $852K |
| Ossiam | 0.02% | Reduce -53.2% | 6,476 | $842K |
| Wealth Alliance, LLC | 0.08% | Reduce -25.2% | 6,425 | $834K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -25.3% | 6,413 | $832K |
| Ethic Inc. | 0.01% | Add +46.5% | 6,317 | $820K |
| Yousif Capital Management, LLC | 0.01% | Reduce -26.9% | 6,051 | $813K |
| Busey Bank | 0.02% | Add +3.7% | 6,249 | $811K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +0.0% | 6,081 | $789K |
| Harbour Trust & Investment Management Co | 0.08% | Reduce -0.3% | 5,955 | $773K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.5% | 5,923 | $769K |
| Group One Trading LLC | 0.02% | Add +104.3% | 5,866 | $761K |
| Merit Financial Group, LLC | 0.01% | Add +25.5% | 5,816 | $755K |
| Forum Financial Management, LP | 0.01% | Add +5.9% | 5,781 | $750K |
| Tiaa Trust, National Association | 0.00% | No change | 5,655 | $734K |
| Savant Capital, LLC | 0.00% | Reduce -1.6% | 5,590 | $726K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.0% | 5,583 | $725K |
| Nicolet Advisory Services, LLC | 0.05% | Add +2.8% | 5,401 | $723K |
| Ipswich Investment Management Co., Inc. | 0.16% | No change | 5,485 | $712K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -0.1% | 5,474 | $710K |
| VAUGHAN & Co SECURITIES, INC. | 0.36% | Reduce -2.3% | 5,411 | $702K |
| Midwest Trust Co | 0.01% | Add +12.2% | 5,380 | $698K |
| Ignite Planners, LLC | 0.11% | Reduce -47.0% | 5,109 | $696K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.1% | 5,344 | $694K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -7.0% | 5,336 | $693K |
| Passumpsic Savings Bank | 0.38% | — | 5,314 | $690K |
| Park Avenue Securities LLC | 0.01% | Add +11.1% | 4,873 | $633K |
| Curi Capital, LLC | 0.01% | Add +0.2% | 4,848 | $629K |
| World Investment Advisors | 0.01% | Reduce -2.7% | 4,835 | $628K |
| Caprock Group, LLC | 0.01% | Add +1.2% | 4,821 | $626K |
| Wellington-Altus USA Inc. | 0.46% | — | 4,465 | $620K |
| Bridgewater Associates | 0.00% | Reduce -7.9% | 4,759 | $619K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +2.5% | 4,682 | $608K |
| HB Wealth Management, LLC | 0.00% | Add +11.9% | 4,650 | $604K |
| MAI Capital Management | 0.00% | Add +2.2% | 4,640 | $602K |
| Heck Capital Advisors, LLC | 0.04% | New | 4,636 | $602K |
| Ellenbecker Investment Group | 0.08% | No change | 4,505 | $585K |
| Xponance LLC | 0.00% | New | 4,489 | $584K |
| Code Waechter LLC | 0.37% | Add +1.7% | 4,486 | $582K |
| Rowlandmiller & Partners.adv | 0.11% | No change | 4,476 | $581K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 4,464 | $579K |
| Patrick M Sweeney & Associates, Inc. | 0.36% | Reduce -1.2% | 4,453 | $578K |
| MQS Management LLC | 0.34% | New | 4,432 | $575K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -40.9% | 4,407 | $572K |
| PDS Planning, Inc | 0.04% | Add +1.1% | 4,399 | $571K |
| Boltwood Capital Management | 0.15% | No change | 4,375 | $568K |
| Biltmore Family Office, LLC | 0.08% | No change | 4,360 | $566K |
| VestGen Advisors, LLC | 0.02% | Add +27.0% | 4,343 | $564K |
| Certuity, LLC | 0.03% | Reduce -6.2% | 4,200 | $545K |
| Fourpath Capital Management, LLC | 0.07% | Reduce -28.9% | 4,194 | $544K |
| Avant Financial Advisors LLC | 0.39% | Add +100.0% | 4,160 | $540K |
| Cwm, LLC | 0.00% | Add +1.5% | 4,150 | $539K |
| Evergreen Capital Management LLC | 0.01% | Reduce -6.1% | 4,112 | $534K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +28.0% | 4,101 | $532K |
| Silverlake Wealth Management LLC | 0.12% | Add +0.1% | 4,014 | $521K |
| Watershed Private Wealth LLC | 0.16% | No change | 4,000 | $519K |
| Nwam LLC | 0.03% | Reduce -3.0% | 3,666 | $502K |
| West Family Investments, Inc. | 0.12% | No change | 3,854 | $500K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 3,839 | $498K |
| Davis-Rea LTD. | 0.12% | Reduce -5.1% | 3,800 | $494K |
| Mediolanum International Funds Ltd | 0.00% | Add +23.2% | 3,764 | $492K |
| KLCM Advisors, Inc. | 0.04% | Reduce -9.2% | 3,779 | $490K |
| Vident Advisory, LLC | 0.00% | Add +25.6% | 3,724 | $484K |
| Farther Finance Advisors, LLC | 0.01% | Add +41.4% | 3,715 | $482K |
| Quilter Plc | 0.01% | No change | 3,710 | $482K |
| PCM Encore, LLC | 0.10% | — | 3,707 | $481K |
| Annex Advisory Services, LLC | 0.01% | Add +7.1% | 3,704 | $481K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,700 | $480K |
| Dixon Mitchell Investment Counsel Inc. | 0.02% | New | 3,662 | $476K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +10.7% | 3,666 | $476K |
| Atlas Capital Advisors Inc. | 0.05% | — | 3,644 | $473K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 3,558 | $462K |
| Brown Brothers Harriman & Co. | 0.00% | Add +11.6% | 3,535 | $459K |
| Intrust Bank NA | 0.04% | Reduce -5.6% | 3,501 | $454K |
| Puzo Michael J | 0.12% | No change | 3,500 | $454K |
| Vantage Financial Partners, LLC | 0.09% | Add +0.1% | 3,465 | $450K |
| Prospera Financial Services Inc | 0.01% | Add +1.0% | 3,438 | $446K |
| Avalon Capital Management | 0.11% | No change | 3,425 | $445K |
| Versant Capital Management, Inc | 0.05% | Add +10.9% | 3,286 | $426K |
| Rockland Trust Co. | 0.02% | Add +11.1% | 3,243 | $421K |
| Pinebridge Investments LLC | 0.00% | — | 2,336 | $416K |
| AE Wealth Management LLC | 0.00% | Reduce -10.2% | 3,185 | $413K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,125 | $406K |
| Isthmus Partners, LLC | 0.04% | New | 3,091 | $401K |
| Fifth Third Bancorp | 0.00% | Reduce -9.9% | 3,087 | $401K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.1% | 3,066 | $398K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 3,062 | $397K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -2.5% | 3,053 | $396K |
| Lanark Financial, Inc. | 0.03% | Reduce -3.6% | 3,049 | $396K |
| Bridgewater Advisors Inc. | 0.03% | No change | 2,869 | $390K |
| Twinbeech Capital LP | 0.03% | New | 3,001 | $390K |
| Danske Bank A/S | 0.00% | Reduce -10.3% | 2,977 | $387K |
| UMB Bank, n.a. | 0.01% | Reduce -35.2% | 2,976 | $386K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +20.3% | 2,961 | $384K |
| Bayban | 0.34% | — | 2,943 | $382K |
| Five Oceans Advisors | 0.13% | No change | 2,938 | $381K |
| Lazard Asset Management LLC | 0.00% | Add +50.5% | 2,855 | $371K |
| Cozad Asset Management Inc. | 0.03% | No change | 2,837 | $368K |
| Commerce Bank | 0.00% | No change | 2,802 | $364K |
| Murphy & Mullick Capital Management Corp | 0.26% | Reduce -2.1% | 2,783 | $361K |
| United Capital Financial Advisors, LLC | 0.00% | Add +6.2% | 2,782 | $361K |
| Parallel Advisors, LLC | 0.01% | Add +0.0% | 2,759 | $358K |
| Diversified Trust Co. | 0.01% | Reduce -17.4% | 2,740 | $356K |
| First Merchants Corp. | 0.01% | No change | 2,716 | $353K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -0.1% | 2,699 | $350K |
| Asahi Life Asset Management Co., LTD. | 0.19% | New | 2,688 | $350K |
| Keudell/Morrison Wealth Management | 0.07% | — | 2,680 | $348K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -28.1% | 2,677 | $347K |
| Alongside, LLC | 0.12% | — | 2,673 | $347K |
| Fielder Capital Group LLC | 0.07% | No change | 2,640 | $343K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.9% | 2,640 | $343K |
| Smith, Moore & Co. | 0.03% | No change | 2,636 | $342K |
| Arkos Global Advisors | 0.04% | No change | 2,557 | $332K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.3% | 2,549 | $331K |
| Old National Bancorp | 0.01% | No change | 2,542 | $330K |
| CVA Family Office, LLC | 0.04% | No change | 2,512 | $326K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,500 | $324K |
| Argent Trust Co | 0.01% | Reduce -10.3% | 2,487 | $323K |
| First Business Financial Services, Inc. | 0.03% | Reduce -1.2% | 2,462 | $320K |
| AlphaCore Capital LLC | 0.01% | Add +19.4% | 2,419 | $314K |
| North Star Investment Management Corp. | 0.02% | Add +1.2% | 2,417 | $314K |
| Gill Capital Partners, LLC | 0.09% | No change | 2,412 | $313K |
| Ascent Group, LLC | 0.01% | Add +0.7% | 2,394 | $311K |
| Bogart Wealth, LLC | 0.01% | Add +8.1% | 2,381 | $309K |
| Magnus Financial Group LLC | 0.02% | Reduce -18.0% | 2,342 | $304K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,336 | $303K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -29.7% | 2,334 | $303K |
| Patten & Patten Inc. | 0.02% | No change | 2,328 | $302K |
| Park National Corp. | 0.01% | No change | 2,325 | $302K |
| Townsend & Associates, Inc | 0.03% | No change | 2,225 | $300K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -16.1% | 2,306 | $299K |
| Versor Investments LP | 0.05% | New | 2,299 | $299K |
| Hilltop Holdings Inc. | 0.02% | Reduce -27.9% | 2,297 | $298K |
| Allworth Financial LP | 0.00% | Add +7.5% | 2,281 | $296K |
| Aprio Wealth Management, LLC | 0.02% | Add +21.9% | 2,280 | $296K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -37.4% | 2,274 | $295K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 2,233 | $291K |
| Lantz Financial LLC | 0.06% | Reduce -22.1% | 2,241 | $291K |
| Sivia Capital Partners, LLC | 0.06% | New | 2,238 | $290K |
| Voleon Capital Management LP | 0.01% | New | 2,216 | $288K |
| Stephens Inc. | 0.00% | Reduce -23.4% | 2,196 | $285K |
| WoodTrust Financial Corp | 0.03% | Reduce -21.5% | 2,189 | $284K |
| Fund Advisors of America Inc | 0.26% | — | 2,185 | $284K |
| Studio Investment Management LLC | 0.05% | New | 2,175 | $282K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,162 | $281K |
| Two Sigma Securities, LLC | 0.04% | New | 2,154 | $280K |
| Income Insurance Ltd | 0.18% | — | 2,132 | $277K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.4% | 2,128 | $276K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -10.5% | 2,121 | $275K |
| Park Place Capital Corp | 0.06% | Reduce -23.2% | 2,103 | $273K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.3% | 2,079 | $270K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 2,075 | $269K |
| Westerkirk Capital Inc. | 0.03% | Reduce -93.2% | 2,064 | $268K |
| Evelyn Partners Investment Management LLP | 0.01% | No change | 2,064 | $268K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -1.5% | 2,032 | $264K |
| Kathmere Capital Management, LLC | 0.02% | Add +7.5% | 2,005 | $260K |
| Bridges Investment Management Inc. | 0.00% | No change | 2,000 | $260K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.9% | 1,999 | $259K |
| Plancorp, LLC | 0.01% | Add +0.1% | 1,995 | $259K |
| Saxony Capital Management, LLC | 0.16% | No change | 1,975 | $256K |
| MSH Capital Advisors LLC | 0.05% | No change | 1,925 | $250K |
| Pure Financial Advisors, LLC | 0.00% | New | 1,924 | $250K |
| Global Retirement Partners, LLC | 0.00% | Add +28.0% | 1,923 | $250K |
| Landaas & Co. /Wi | 0.05% | Reduce -1.0% | 1,918 | $249K |
| SkyView Investment Advisors, LLC | 0.03% | Reduce -27.7% | 1,878 | $244K |
| Savvy Advisors, Inc. | 0.01% | Add +2.1% | 1,870 | $243K |
| Buckhead Capital Management LLC | 0.09% | Add +5.9% | 1,854 | $241K |
| Measured Wealth Private Client Group, LLC | 0.06% | New | 1,829 | $237K |
| Qtron Investments LLC | 0.03% | No change | 1,807 | $235K |
| Ballentine Partners, LLC | 0.00% | Add +1.4% | 1,805 | $234K |
| Choreo, LLC | 0.00% | Reduce -34.4% | 1,794 | $234K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -21.7% | 1,801 | $234K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 1,775 | $230K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -0.1% | 1,773 | $230K |
| Modern Wealth Management, LLC | 0.00% | New | 1,748 | $227K |
| Scientech Research LLC | 0.14% | New | 1,739 | $226K |
| Cromwell Holdings LLC | 0.12% | No change | 1,739 | $226K |
| Madison Asset Management, LLC | 0.00% | No change | 1,702 | $221K |
| Pinney & Scofield, Inc. | 0.13% | No change | 1,700 | $221K |
| SkyOak Wealth, LLC | 0.04% | No change | 1,700 | $221K |
| Independent Financial Group, LLC | 0.00% | Reduce -7.1% | 1,691 | $219K |
| PFG Investments, LLC | 0.01% | Add +0.5% | 1,688 | $219K |
| Arkadios Wealth Advisors | 0.00% | Reduce -0.9% | 1,681 | $218K |
| ERn Financial, LLC | 0.04% | No change | 1,680 | $218K |
| SlateStone Wealth, LLC | 0.02% | No change | 1,677 | $218K |
| OneAscent Family Office, LLC | 0.15% | New | 1,672 | $217K |
| Brookstone Capital Management | 0.00% | Add +1.3% | 1,672 | $217K |
| Seeds Investor LLC | 0.04% | Add +0.5% | 1,644 | $213K |
| Fiduciary Financial Group, LLC | 0.03% | New | 1,623 | $211K |
| Altfest L J & Co. Inc. | 0.02% | No change | 1,620 | $210K |
| Affinity Capital Advisors, LLC | 0.03% | No change | 1,619 | $210K |
| Beto Financial Group, LLC | 0.14% | — | 1,514 | $210K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -4.8% | 1,605 | $208K |
| GAMMA Investing LLC | 0.01% | No change | 1,604 | $208K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,590 | $206K |
| Trust Investment Advisors | 0.11% | Add +0.6% | 1,579 | $205K |
| Atlantic Family Wealth, LLC | 0.15% | Reduce -17.8% | 1,568 | $204K |
| FORM Wealth Advisors, LLC | 0.02% | — | 1,551 | $201K |
| J. Safra Sarasin Holding AG | 0.00% | New | 1,545 | $201K |
| Greykasell Wealth Strategies, Inc. | 0.08% | No change | 1,521 | $197K |
| Caldwell Trust Co | 0.02% | No change | 1,500 | $195K |
| Webster Bank, N. A. | 0.02% | No change | 1,400 | $182K |
| Manchester Capital Management LLC | 0.02% | Add +94.3% | 1,387 | $180K |
| Arax Advisory Partners | 0.01% | Reduce -20.8% | 1,358 | $176K |
| Munich Reinsurance Co Stock Corp in Munich | 0.00% | New | 1,337 | $175K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 1,303 | $169K |
| LOM Asset Management Ltd | 0.05% | New | 930 | $166K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +126.7% | 1,256 | $163K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 1,250 | $162K |
| JTC Employer Solutions Trustee Ltd | 0.01% | Add +7.0% | 1,707 | $154K |
| Thompson Investment Management, Inc. | 0.02% | Reduce -8.7% | 1,122 | $146K |
| Winthrop Capital Management, LLC | 0.03% | New | 1,105 | $143K |
| Operose Advisors LLC | 0.03% | Add +70.0% | 1,093 | $142K |
| Retirement Wealth Solutions LLC | 0.09% | No change | 1,086 | $141K |
| Rhumbline Advisers | 0.00% | Reduce -7.8% | 1,067 | $138K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,006 | $131K |
| Tompkins Financial Corp. | 0.01% | No change | 1,000 | $130K |
| Hills Bank & Trust Co | 0.01% | No change | 1,000 | $130K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 960 | $125K |
| Private Trust Co. NA | 0.01% | Reduce -17.4% | 904 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.6% | 898 | $117K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 828 | $107K |
| HM Payson & Co. | 0.00% | No change | 762 | $99K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 736 | $96K |
| Smartleaf Asset Management LLC | 0.00% | Add +77.9% | 724 | $94K |
| N.E.W. Advisory Services LLC | 0.01% | Add +29.9% | 716 | $93K |
| Grove Bank & Trust | 0.01% | No change | 710 | $92K |
| Olistico Wealth, LLC | 0.04% | New | 700 | $91K |
| Virtus Advisers, LLC | 0.04% | Add +0.8% | 504 | $90K |
| Trust Co. of Vermont | 0.00% | Reduce -27.8% | 651 | $84K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.0% | 628 | $82K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +0.8% | 611 | $79K |
| CX Institutional | 0.00% | Reduce -23.3% | 570 | $74K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.6% | 555 | $72K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -15.1% | 536 | $70K |
| Huntington National Bank | 0.00% | No change | 517 | $67K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 507 | $66K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 500 | $65K |
| Walleye Capital LLC | 0.00% | New | 477 | $62K |
| Plato Investment Management Ltd | 0.00% | Reduce -46.7% | 469 | $61K |
| Birchwood Financial Partners, Inc. | 0.06% | — | 467 | $61K |
| JNBA Financial Advisors | 0.01% | Reduce -3.9% | 440 | $57K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 417 | $54K |
| CDKV Holdings LLC | 0.04% | — | 412 | $53K |
| Vision Financial Markets LLC | 0.05% | No change | 400 | $52K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 400 | $52K |
| Toth Financial Advisory Corp. | 0.01% | No change | 400 | $52K |
| Crewe Advisors LLC | 0.00% | No change | 400 | $52K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -46.5% | 393 | $51K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 389 | $51K |
| Bayforest Capital Ltd | 0.03% | Add +669.6% | 354 | $46K |
| Harbor Asset Planning, Inc. | 0.04% | No change | 352 | $46K |
| Winch Advisory Services, LLC | 0.01% | No change | 350 | $45K |
| IAG Wealth Partners, LLC | 0.01% | No change | 335 | $43K |
| Sunbelt Securities, Inc. | 0.00% | No change | 323 | $42K |
| Larson Financial Group LLC | 0.00% | Add +33.2% | 317 | $41K |
| Truvestments Capital LLC | 0.01% | Reduce -27.4% | 300 | $39K |
| Swiss Re Ltd. | 0.00% | — | 290 | $38K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -98.1% | 284 | $37K |
| IFP Advisors, Inc | 0.00% | No change | 272 | $35K |
| Bank & Trust Co | 0.02% | No change | 263 | $34K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 262 | $34K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 254 | $33K |
| WFA of San Diego, LLC | 0.02% | No change | 250 | $32K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 223 | $29K |
| True Wealth Design, LLC | 0.01% | No change | 215 | $28K |
| Trust Co | 0.00% | Add +2.7% | 193 | $25K |
| SageView Advisory Group, LLC | 0.00% | New | 186 | $24K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 178 | $23K |
| Financial Management Professionals, Inc. | 0.00% | No change | 173 | $22K |
| LRI Investments, LLC | 0.00% | No change | 150 | $19K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 139 | $18K |
| Blue Trust, Inc. | 0.00% | No change | 133 | $17K |
| Addison Advisors LLC | 0.00% | Reduce -26.7% | 132 | $17K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.8% | 132 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 125 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 121 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +17.2% | 109 | $15K |
| Sfam, LLC | 0.01% | — | 110 | $14K |
| MCF Advisors LLC | 0.00% | No change | 110 | $14K |
| Essential Partners LLC | 0.00% | No change | 109 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 107 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -25.9% | 106 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 100 | $13K |
| Country Trust Bank | 0.00% | Reduce -51.8% | 93 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 79 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 70 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 71 | $9K |
| Bare Financial Services, Inc | 0.00% | No change | 69 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | New | 68 | $9K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 65 | $8K |
| Investors Research Corp | 0.00% | No change | 65 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.1% | 60 | $8K |
| Triumph Capital Management | 0.00% | New | 56 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 55 | $7K |
| Financial Avengers, Inc. | 0.00% | No change | 50 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 48 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 46 | $6K |
| SJS Investment Consulting Inc. | 0.00% | New | 43 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 41 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 40 | $5K |
| Penserra Capital Management LLC | 0.00% | No change | 45 | $5K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 32 | $4K |
| Quarry LP | 0.00% | New | 28 | $4K |
| Rossby Financial, LCC | 0.00% | Add +12.5% | 27 | $4K |
| Kilter Group LLC | 0.00% | New | 25 | $3K |
| Steph & Co. | 0.00% | No change | 25 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 26 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -14.8% | 23 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 23 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 23 | $3K |
| DecisionPoint Financial, LLC | 0.00% | New | 18 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 18 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 16 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 12 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 14 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 12 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 12 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -33.3% | 10 | $1K |
| Stone House Investment Management, LLC | 0.00% | Add +66.7% | 10 | $1K |
| MV Capital Management, Inc. | 0.00% | New | 7 | $909 |
| Root Financial Partners, LLC | 0.00% | Add +600.0% | 7 | $909 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -25.0% | 6 | $779 |
| Financial Consulate, Inc. | 0.00% | New | 6 | $779 |
| Creative Financial Designs Inc. | 0.00% | No change | 6 | $779 |
| Horizon Investments, LLC | 0.00% | New | 6 | $779 |
| Leonteq Securities AG | 0.00% | No change | 5 | $649 |
| RMG Wealth Management LLC | 0.00% | New | 2 | $274 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $130 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 1 | $121 |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.