Bank of MontrealBMO
13F holders, Q1 2026 (March 31)637holders +20
63new positions
46sold out
5famous investors
$135.60avg. 13F price*
At the end of Q1 2026, 637 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 20 from Q4 2025. 63 opened new positions and 46 sold out. The largest holders were Royal Bank of Canada ($7.1B), Bank of Montreal ($3.8B) and Vanguard Capital Management LLC ($2.7B). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL MEDIUM (Q1 2026)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $117.1M |
| Exits | 46 | $91.7M |
All 13F filers, Q4 2025 → Q1 2026: 19,295,213 shares bought and 14,739,633 shares sold, net +4,555,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| Royal Bank of Canada | 1.35% | Add +5.0% | 52,598,042 | $7.1B |
| Bank of Montreal | 1.57% | Reduce -0.6% | 27,997,338 | $3.8B |
| Vanguard Capital Management LLC | 0.07% | — | 20,280,840 | $2.7B |
| TD Asset Management Inc | 2.09% | Reduce -1.5% | 19,086,601 | $2.6B |
| Cibc World Market Inc. | 3.14% | Add +5.0% | 13,185,798 | $1.8B |
| FIL Ltd | 1.21% | Add +21.7% | 11,494,233 | $1.6B |
| National Bank of Canada | 1.49% | Reduce -2.2% | 10,760,298 | $1.5B |
| 1832 Asset Management L.P. | 1.72% | Reduce -7.8% | 9,599,929 | $1.3B |
| Mackenzie Financial Corp. | 1.39% | Reduce -7.7% | 8,582,188 | $1.2B |
| Geode Capital Management, LLC | 0.06% | Add +4.0% | 7,312,069 | $1.0B |
| FMR LLC | 0.05% | Add +10.5% | 7,293,193 | $987.8M |
| CIBC Asset Management Inc | 2.25% | Add +8.7% | 6,780,318 | $920.5M |
| TD Waterhouse Canada Inc. | 2.52% | Add +168.8% | 6,227,516 | $848.6M |
| Canada Pension Plan Investment Board | 0.55% | Reduce -1.4% | 6,238,876 | $845.2M |
| Vanguard Fiduciary Trust Co. | 0.21% | — | 6,235,690 | $844.6M |
| Toronto Dominion Bank | 1.63% | Reduce -4.7% | 6,197,393 | $839.5M |
| Caisse de depot et placement du Quebec | 1.17% | No change | 5,419,567 | $731.7M |
| Bank of Nova Scotia | 1.20% | Reduce -15.6% | 5,032,483 | $681.5M |
| Vanguard Global Advisers, LLC | 0.36% | — | 4,984,278 | $675.1M |
| Legal & General Group Plc | 0.14% | Add +1.2% | 4,603,151 | $621.5M |
| Federation des caisses Desjardins du Quebec | 1.93% | Add +18.4% | 3,998,880 | $536.9M |
| JPMorgan Chase & Co. | 0.03% | Add +15.7% | 3,815,570 | $502.0M |
| Dimensional Fund Advisors LP | 0.10% | Add +2.8% | 3,688,644 | $499.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.79% | Add +7.0% | 3,495,672 | $473.3M |
| Fiera Capital Corp | 1.61% | Reduce -12.4% | 3,486,620 | $471.4M |
| Scotia Capital Inc. | 1.92% | Reduce -3.3% | 3,461,718 | $466.0M |
| Beutel, Goodman & Co Ltd. | 2.84% | Reduce -37.9% | 3,101,868 | $418.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +38.9% | 2,588,821 | $350.4M |
| Manufacturers Life Insurance Company, The | 0.29% | Reduce -13.2% | 2,434,845 | $329.5M |
| Morgan Stanley | 0.02% | Reduce -42.3% | 2,203,613 | $298.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.65% | Add +1.0% | 2,090,424 | $283.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.8% | 2,003,979 | $270.6M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -11.2% | 1,351,314 | $253.5M |
| Invesco Ltd. | 0.02% | Add +8.3% | 1,706,284 | $230.9M |
| Bank of America Corp. | 0.02% | Reduce -32.1% | 1,631,276 | $220.8M |
| Barclays PLC | 0.08% | Add +5376.4% | 1,579,728 | $213.8M |
| Letko, Brosseau & Associates Inc. | 3.44% | Reduce -5.6% | 1,580,030 | $213.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.17% | — | 1,430,284 | $193.7M |
| Deutsche Bank AG | 0.06% | Reduce -10.2% | 1,302,564 | $176.3M |
| Newport Trust Company, LLC | 0.43% | Reduce -1.4% | 1,297,365 | $175.6M |
| OMERS ADMINISTRATION Corp | 1.06% | Reduce -1.9% | 1,220,655 | $164.8M |
| Acadian Asset Management LLC | 0.23% | Reduce -0.6% | 1,195,281 | $161.4M |
| Clearbridge Investments, LLC | 0.13% | Reduce -4.5% | 1,132,160 | $152.0M |
| Amundi | 0.04% | Reduce -14.3% | 1,105,043 | $151.7M |
| Public Sector Pension Investment Board | 0.47% | Add +185.0% | 1,115,513 | $151.1M |
| Mufg Securities (canada), LTD. | 4.07% | Reduce -3.3% | 1,047,567 | $141.6M |
| Cardinal Capital Management, Inc. | 3.65% | Add +1.6% | 1,004,527 | $135.6M |
| Aviso Financial Inc. | 4.80% | Reduce -2.3% | 999,301 | $135.2M |
| Addenda Capital Inc. | 3.58% | Reduce -7.1% | 674,068 | $127.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.71% | Reduce -5.2% | 887,637 | $120.3M |
| Alberta Investment Management Corp | 0.78% | Reduce -15.8% | 842,168 | $114.1M |
| Van Eck Associates Corp. | 0.08% | Add +33.7% | 828,183 | $112.1M |
| UBS Group AG | 0.02% | Add +57.6% | 817,006 | $110.6M |
| BlackRock, Inc. | 0.00% | Add +11.5% | 718,490 | $97.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.9% | 710,262 | $96.1M |
| Guardian Capital LP | 2.43% | Reduce -0.0% | 680,673 | $91.9M |
| BCV Asset Management Inc. | 3.04% | Add +0.1% | 655,741 | $88.5M |
| Aviva PLC | 0.14% | Add +2.8% | 627,242 | $84.7M |
| Federated Hermes, Inc. | 0.13% | Reduce -30.2% | 604,552 | $81.8M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 5.81% | Add +28.3% | 596,325 | $80.8M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 564,957 | $76.5M |
| Hillsdale Investment Management Inc. | 2.00% | Add +13.7% | 543,809 | $73.6M |
| Agf Management Ltd. | 0.33% | Reduce -29.6% | 448,932 | $72.4M |
| Zurich Insurance Group Ltd | 0.57% | New | 533,308 | $72.0M |
| Nuveen, LLC | 0.02% | Reduce -0.7% | 529,838 | $71.5M |
| Bank of Nova Scotia Trust Co. | 5.76% | Reduce -3.0% | 496,009 | $67.1M |
| Value Partners Investments Inc. | 4.54% | Reduce -5.3% | 440,552 | $59.6M |
| AQR Capital Management | 0.03% | Add +57.3% | 434,208 | $58.3M |
| Citigroup Inc. | 0.04% | Reduce -19.9% | 423,209 | $57.1M |
| State of Tennessee, Department of Treasury | 0.18% | Add +0.7% | 402,401 | $54.3M |
| Intact Investment Management Inc. | 1.50% | Add +83.5% | 389,505 | $52.7M |
| Korea Investment CORP | 0.11% | Reduce -20.1% | 390,255 | $52.7M |
| Delaney Capital Management Ltd. | 8.39% | Add +0.3% | 386,109 | $52.2M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -5.6% | 379,414 | $51.2M |
| Guardian Partners Inc. | 4.16% | Reduce -1.0% | 368,162 | $49.9M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +2.3% | 365,098 | $49.2M |
| Vanguard Investments Australia, Ltd. | 0.14% | — | 352,123 | $47.7M |
| Franklin Resources Inc. | 0.01% | Add +8.7% | 344,903 | $46.7M |
| American Century Companies Inc. | 0.02% | Add +22.0% | 342,798 | $46.4M |
| Russell Investments Group, Ltd. | 0.05% | Add +5.7% | 336,837 | $45.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.2% | 324,227 | $43.9M |
| APG Asset Management N.V. | 0.14% | Add +0.1% | 369,439 | $43.3M |
| Purpose Unlimited Inc. | 1.80% | Add +5.8% | 318,347 | $43.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +3.2% | 309,417 | $41.8M |
| D. E. Shaw & Co. | 0.03% | Reduce -78.9% | 302,103 | $40.9M |
| Wells Fargo & Company | 0.01% | Reduce -20.6% | 290,295 | $39.3M |
| LPL Financial LLC | 0.01% | Reduce -14.6% | 289,549 | $39.2M |
| First Trust Advisors LP | 0.03% | Reduce -5.5% | 272,416 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.3% | 270,468 | $36.6M |
| State of Wisconsin Investment Board | 0.08% | Reduce -4.4% | 248,353 | $33.5M |
| Candriam S.C.A. | 0.17% | Add +16.5% | 244,022 | $32.9M |
| Millennium Management | 0.03% | Reduce -3.9% | 241,982 | $32.7M |
| Picton Mahoney Asset Management | 0.34% | Add +1732.7% | 237,936 | $32.2M |
| Capital Wealth Planning, LLC | 0.17% | Add +142.1% | 234,353 | $31.7M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -39.2% | 213,430 | $28.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +90.8% | 210,007 | $28.4M |
| Montrusco Bolton Investments Inc. | 0.42% | Reduce -1.7% | 204,967 | $27.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -2.7% | 206,387 | $27.5M |
| Investment Management Corp of Ontario | 0.35% | Add +7.7% | 199,768 | $27.0M |
| Rempart Asset Management Inc. | 5.45% | Reduce -7.6% | 191,899 | $25.9M |
| Intech Investment Management LLC | 0.25% | Reduce -19.7% | 187,747 | $25.3M |
| Cardinal Point Capital Management ULC | 1.46% | Reduce -1.0% | 176,674 | $23.9M |
| Canerector Inc. | 11.16% | No change | 125,000 | $23.6M |
| SEB Asset Management AB | 0.10% | — | 174,150 | $23.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.12% | Add +0.7% | 166,129 | $22.4M |
| Mn Services Vermogensbeheer B.V. | 0.15% | No change | 165,213 | $22.3M |
| GMO | 0.05% | Add +19.4% | 157,356 | $21.2M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.31% | Add +49.7% | 152,951 | $20.7M |
| Northwest & Ethical Investments L.P. | 0.47% | Add +2.1% | 149,995 | $20.3M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 144,747 | $19.9M |
| Varma Mutual Pension Insurance Co | 0.11% | No change | 143,329 | $19.4M |
| Triasima Portfolio Management inc. | 2.87% | Add +21.2% | 140,804 | $19.0M |
| Generali Asset Management SPA SGR | 0.38% | Add +10.6% | 95,858 | $18.1M |
| Cidel Asset Management Inc. | 0.96% | Add +513.3% | 130,608 | $17.6M |
| Swiss Life Asset Management Ltd | 0.08% | Add +10.6% | 122,555 | $16.6M |
| OpenArc Corporate Advisory, LLC | 0.23% | Add +0.1% | 116,090 | $15.7M |
| Genus Capital Management Inc. | 1.74% | Add +308.6% | 112,448 | $15.2M |
| USS Investment Management Ltd | 0.06% | Add +1.0% | 110,275 | $14.9M |
| Vontobel Holding Ltd. | 0.05% | No change | 107,319 | $14.5M |
| Pinnacle Financial Partners, Inc. | 0.11% | Reduce -1.5% | 105,598 | $14.3M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.14% | Add +0.4% | 103,182 | $13.9M |
| Lorne Steinberg Wealth Management Inc. | 3.23% | Add +2.1% | 100,673 | $13.6M |
| Stifel Financial Corp. | 0.01% | Reduce -19.6% | 99,316 | $13.4M |
| American Assets Investment Management, LLC | 0.88% | No change | 96,000 | $13.0M |
| Wellington Management Group LLP | 0.00% | Add +14.1% | 92,145 | $12.4M |
| Susquehanna Fundamental Investments, LLC | 0.45% | Add +373.9% | 89,100 | $12.1M |
| Claret Asset Management Corp | 1.44% | Reduce -0.6% | 88,514 | $12.0M |
| Maryland State Retirement & Pension System | 0.22% | Add +6.0% | 80,062 | $10.8M |
| Creative Planning | 0.01% | Add +20.0% | 78,353 | $10.6M |
| Utah Retirement Systems | 0.11% | Reduce -3.9% | 77,606 | $10.5M |
| Natixis Advisors, LLC | 0.01% | Add +6.8% | 77,035 | $10.4M |
| Alliancebernstein L.P. | 0.00% | Add +15.9% | 79,531 | $10.3M |
| Citadel Advisors | 0.01% | Add +527.7% | 71,165 | $9.6M |
| BNP Paribas Financial Markets | 0.01% | Add +368.5% | 70,270 | $9.5M |
| Quantinno Capital Management LP | 0.01% | Add +38.3% | 65,599 | $8.9M |
| Avanza Fonder AB | 0.24% | Add +2.1% | 46,542 | $8.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.32% | Add +29.5% | 62,396 | $8.4M |
| Barometer Capital Management Inc. | 2.85% | Add +3.4% | 44,500 | $8.3M |
| JCIC Asset Management Inc. | 2.54% | Add +1.8% | 61,364 | $8.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.3% | 61,427 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Add +13.7% | 50,792 | $8.0M |
| M&T Bank Corp | 0.03% | Add +0.8% | 58,084 | $7.9M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -66.0% | 57,104 | $7.7M |
| Harvest Portfolios Group Inc. | 0.13% | Add +52.9% | 56,377 | $7.6M |
| Gulf International Bank (UK) Ltd | 0.17% | Add +50.7% | 54,623 | $7.4M |
| Mariner, LLC | 0.01% | Reduce -5.9% | 54,618 | $7.4M |
| Capital Fund Management S.A. | 0.07% | Reduce -38.0% | 54,170 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.5% | 52,878 | $7.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -28.6% | 52,594 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -21.9% | 50,641 | $6.9M |
| Romano Brothers and Company | 0.76% | Reduce -1.3% | 49,563 | $6.7M |
| Cetera Investment Advisers | 0.01% | Reduce -6.3% | 48,668 | $6.6M |
| K.J. Harrison & Partners Inc | 1.07% | Reduce -3.3% | 47,958 | $6.5M |
| Kepler Cheuvreux (Suisse) SA | 0.43% | No change | 34,266 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +2038.5% | 47,753 | $6.4M |
| NBT Bank, N.A. | 0.41% | Add +3443.8% | 46,069 | $6.2M |
| Allianz Asset Management GmbH | 0.01% | Add +1.2% | 45,867 | $6.2M |
| Credit Agricole S A | 0.02% | Add +247.3% | 45,376 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -78.3% | 43,646 | $5.9M |
| PEAK6 LLC | 0.17% | New | 43,616 | $5.9M |
| PCJ Investment Counsel Ltd. | 1.67% | Add +3.5% | 43,300 | $5.9M |
| Osmosis Investment Management UK Ltd | 0.16% | Reduce -16.6% | 43,356 | $5.8M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | New | 43,209 | $5.8M |
| Rathbones Group PLC | 0.02% | Add +1.9% | 42,154 | $5.7M |
| Bessemer Group Inc. | 0.01% | Add +3.5% | 41,906 | $5.7M |
| Northwest Bancshares, Inc. | 1.12% | Reduce -2.6% | 41,708 | $5.6M |
| Man Group plc | 0.01% | Reduce -79.7% | 41,597 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +9.4% | 41,181 | $5.6M |
| Andra AP-fonden | 0.07% | New | 29,400 | $5.5M |
| Dana Investment Advisors, Inc. | 0.16% | Reduce -19.1% | 40,884 | $5.5M |
| Advisory Services Network, LLC | 0.07% | Reduce -6.2% | 37,629 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.4% | 35,745 | $4.8M |
| Cumberland Partners Ltd | 0.36% | Reduce -14.9% | 34,895 | $4.7M |
| Pinnacle Associates Ltd. | 0.06% | No change | 33,600 | $4.5M |
| Vertex Planning Partners, LLC | 0.84% | No change | 31,959 | $4.3M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -5.7% | 31,325 | $4.2M |
| St Germain D J Co. Inc. | 0.17% | Reduce -9.5% | 31,288 | $4.2M |
| Erste Asset Management GmbH | 0.04% | New | 30,300 | $4.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -12.7% | 26,929 | $3.6M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.62% | Reduce -0.0% | 26,581 | $3.6M |
| Natixis | 0.01% | Reduce -35.9% | 25,724 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.8% | 25,062 | $3.4M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 24,843 | $3.4M |
| Burkett Asset Management Ltd | 3.27% | Add +3.5% | 24,533 | $3.3M |
| Carnegie Investment Counsel | 0.06% | Reduce -0.1% | 23,971 | $3.2M |
| Susquehanna Advisors Group, Inc. | 0.22% | No change | 23,900 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.7% | 23,606 | $3.2M |
| Gold Investment Management Ltd. | 0.97% | Add +0.8% | 23,088 | $3.1M |
| Quadrant Capital Group LLC | 0.09% | Reduce -0.2% | 22,756 | $3.1M |
| ASR Vermogensbeheer N.V. | 0.04% | No change | 22,213 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +2.9% | 22,123 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -22.2% | 22,121 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -71.5% | 21,800 | $3.0M |
| Assenagon Asset Management S.A. | 0.00% | Add +0.5% | 21,852 | $3.0M |
| Zions Bancorporation, National Association | 0.19% | Reduce -33.2% | 21,550 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +1.1% | 20,944 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 20,895 | $2.8M |
| Cerity Partners LLC | 0.00% | Add +11.1% | 20,076 | $2.7M |
| Murchinson Ltd. | 1.09% | Add +50.2% | 20,046 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -30.9% | 19,900 | $2.7M |
| Numerai GP LLC | 0.27% | New | 19,832 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +55.3% | 20,247 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +0.6% | 19,603 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.7% | 19,562 | $2.6M |
| UniSuper Management Pty Ltd | 0.02% | No change | 13,900 | $2.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Add +0.5% | 19,346 | $2.6M |
| Metis Global Partners, LLC | 0.06% | Reduce -9.6% | 19,297 | $2.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -22.9% | 19,068 | $2.6M |
| NorthRock Partners, LLC | 0.04% | Add +6.6% | 18,316 | $2.5M |
| Ritholtz Wealth Management | 0.04% | Add +16.3% | 18,095 | $2.4M |
| Silver Lake Advisory, LLC | 0.95% | Reduce -6.6% | 17,606 | $2.4M |
| Naples Global Advisors, LLC | 0.17% | Reduce -2.4% | 17,360 | $2.3M |
| First Bank & Trust | 0.38% | Add +0.9% | 17,295 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.8% | 16,862 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -25.2% | 16,869 | $2.3M |
| Vise Technologies, Inc. | 0.04% | No change | 17,151 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.4% | 16,041 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -44.8% | 15,949 | $2.2M |
| Trexquant Investment LP | 0.01% | New | 14,799 | $2.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +15.9% | 14,716 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.5% | 14,720 | $2.0M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +0.8% | 14,987 | $2.0M |
| Plato Investment Management Ltd | 0.13% | Add +2950.1% | 14,305 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -13.1% | 13,890 | $1.9M |
| Curbstone Financial Management Corp | 0.35% | Reduce -0.4% | 13,634 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +7.7% | 13,513 | $1.8M |
| Harbour Investments, Inc. | 0.03% | Add +89.0% | 13,099 | $1.8M |
| TD Private Client Wealth LLC | 0.04% | Reduce -28.4% | 13,077 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.5% | 12,928 | $1.7M |
| Cigna Investments Inc. | 0.26% | Reduce -1.7% | 12,529 | $1.7M |
| Texas Yale Capital Corp. | 0.05% | Reduce -1.6% | 12,213 | $1.7M |
| Assetmark, Inc. | 0.00% | Reduce -16.3% | 11,769 | $1.6M |
| Keybank National Association | 0.01% | Add +26.4% | 11,755 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.25% | Reduce -6.5% | 11,470 | $1.6M |
| State Street Corp. | 0.00% | No change | 11,465 | $1.6M |
| Probity Advisors, Inc. | 0.25% | Reduce -2.8% | 11,453 | $1.6M |
| Magnetar Financial LLC | 0.02% | Reduce -61.6% | 11,373 | $1.5M |
| Signaturefd, LLC | 0.02% | Add +6.0% | 11,353 | $1.5M |
| Turn8 Private Wealth Inc. | 0.95% | Add +0.8% | 11,215 | $1.5M |
| Quadrature Capital Ltd | 0.02% | Reduce -97.8% | 11,100 | $1.5M |
| &partners | 0.01% | Reduce -17.9% | 10,877 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 10,697 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +0.5% | 10,695 | $1.4M |
| Morningstar Investment Management LLC | 0.09% | Add +11.5% | 10,675 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Add +29.4% | 10,458 | $1.4M |
| Smithfield Trust Co | 0.06% | No change | 9,766 | $1.3M |
| Blair William & Co. | 0.00% | Add +32.1% | 9,697 | $1.3M |
| Independent Advisor Alliance | 0.01% | Reduce -2.1% | 9,670 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +12.9% | 9,660 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -28.8% | 9,545 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +104.0% | 9,484 | $1.3M |
| First American Bank | 0.08% | No change | 9,360 | $1.3M |
| Berger Financial Group, Inc | 0.07% | No change | 9,350 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +24.8% | 9,331 | $1.3M |
| Abacus Wealth Partners, LLC | 0.11% | Add +0.9% | 9,202 | $1.2M |
| Twin Tree Management, LP | 0.25% | New | 8,797 | $1.2M |
| Resources Management Corp. /CT/ | 0.16% | Reduce -6.7% | 8,770 | $1.2M |
| Associated Banc-Corp | 0.03% | Reduce -1.7% | 8,738 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Add +34.6% | 8,631 | $1.2M |
| State of Wyoming | 0.14% | New | 8,640 | $1.2M |
| Tacita Capital Inc | 0.69% | Reduce -0.2% | 8,637 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +23.4% | 8,609 | $1.2M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -0.9% | 8,545 | $1.2M |
| Louisbourg Investments Inc. | 0.21% | No change | 8,400 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -0.0% | 8,306 | $1.1M |
| North Star Asset Management Inc. | 0.05% | No change | 8,099 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +16.8% | 8,017 | $1.1M |
| Syon Capital LLC | 0.05% | Add +1.0% | 7,872 | $1.1M |
| Callan Family Office, LLC | 0.02% | Reduce -0.4% | 7,808 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -10.0% | 7,575 | $1.0M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -98.4% | 7,492 | $1.0M |
| Simplex Trading, LLC | 0.03% | New | 7,488 | $1.0M |
| Fulton Bank, N.A. | 0.03% | Reduce -27.7% | 7,299 | $988K |
| Obsidian Cio, LLC | 0.87% | New | 7,142 | $967K |
| Raleigh Capital Management Inc. | 0.33% | Reduce -22.6% | 7,094 | $960K |
| Mediolanum International Funds Ltd | 0.01% | Add +90.7% | 7,177 | $945K |
| Parrish Capital LLC | 0.84% | Reduce -0.6% | 6,937 | $939K |
| Savant Capital, LLC | 0.00% | Add +23.1% | 6,881 | $931K |
| Squarepoint Ops LLC | 0.00% | Reduce -60.4% | 6,878 | $931K |
| Dickmeyer Boyce Financial Management, Inc. | 0.54% | — | 6,830 | $924K |
| Glenmede Trust Co. NA | 0.00% | Add +3.7% | 6,810 | $922K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.2% | 6,785 | $918K |
| Mairs & Power Inc. | 0.01% | No change | 6,746 | $913K |
| Ti-Trust, Inc. | 0.54% | No change | 6,692 | $906K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +0.2% | 6,680 | $904K |
| Viewpoint Investment Partners Corp. | 0.41% | New | 6,534 | $896K |
| Merit Financial Group, LLC | 0.01% | Add +10.8% | 6,447 | $873K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.8% | 6,384 | $864K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +4.5% | 6,352 | $860K |
| Pinebridge Investments LLC | 0.01% | Add +92.5% | 4,498 | $848K |
| Caprock Group, LLC | 0.02% | Add +27.6% | 6,149 | $832K |
| Yousif Capital Management, LLC | 0.01% | No change | 6,051 | $819K |
| Walleye Capital LLC | 0.01% | Add +1167.9% | 6,048 | $819K |
| Harbour Trust & Investment Management Co | 0.09% | Reduce -0.3% | 5,935 | $803K |
| Busey Bank | 0.02% | Reduce -6.4% | 5,849 | $792K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,827 | $789K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -58.9% | 5,649 | $765K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.0% | 5,584 | $756K |
| Ossiam | 0.01% | Reduce -14.2% | 5,558 | $750K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.2% | 5,486 | $742K |
| Nicolet Bankshares Inc. | 0.03% | New | 5,401 | $740K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -26.7% | 5,438 | $736K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +15.6% | 5,411 | $732K |
| HRT Financial LP | 0.00% | Reduce -21.1% | 5,310 | $718K |
| VAUGHAN & Co SECURITIES, INC. | 0.37% | Reduce -3.0% | 5,248 | $710K |
| VestGen Advisors, LLC | 0.02% | Add +6.6% | 4,630 | $706K |
| Quilter Plc | 0.01% | No change | 3,710 | $699K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.9% | 5,134 | $695K |
| Farther Finance Advisors, LLC | 0.01% | Add +34.9% | 5,011 | $687K |
| HSBC Holdings PLC | 0.00% | New | 5,051 | $678K |
| Legacy Wealth Asset Management, LLC | 0.16% | New | 5,002 | $677K |
| Pacifica Partners Inc. | 0.22% | New | 5,005 | $677K |
| Baskin Financial Services Inc. | 0.06% | Reduce -29.7% | 4,967 | $673K |
| Ignite Planners, LLC | 0.10% | Reduce -3.3% | 4,941 | $667K |
| Ipswich Investment Management Co., Inc. | 0.15% | Reduce -12.3% | 4,810 | $651K |
| Curi Capital, LLC | 0.01% | Reduce -2.5% | 4,726 | $640K |
| Sivia Capital Partners, LLC | 0.12% | Add +108.8% | 4,672 | $632K |
| Midwest Trust Co | 0.01% | Reduce -13.9% | 4,632 | $627K |
| World Investment Advisors | 0.01% | Reduce -5.2% | 4,583 | $620K |
| Wealth Alliance, LLC | 0.06% | Reduce -28.8% | 4,575 | $619K |
| MAI Capital Management | 0.00% | Reduce -1.7% | 4,560 | $617K |
| Ellenbecker Investment Group | 0.08% | No change | 4,505 | $610K |
| Wellington-Altus USA Inc. | 0.36% | Reduce -31.6% | 3,056 | $606K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 4,464 | $604K |
| Patrick M Sweeney & Associates, Inc. | 0.39% | No change | 4,453 | $603K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.4% | 4,390 | $594K |
| Boltwood Capital Management | 0.15% | No change | 4,375 | $592K |
| Biltmore Family Office, LLC | 0.08% | No change | 4,360 | $590K |
| Qtron Investments LLC | 0.08% | Add +140.9% | 4,354 | $588K |
| Evergreen Capital Management LLC | 0.01% | Add +5.5% | 4,337 | $587K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +16.9% | 4,286 | $580K |
| PDS Planning, Inc | 0.04% | Reduce -3.4% | 4,251 | $575K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 4,238 | $574K |
| Capstone Investment Advisors, LLC | 0.01% | New | 4,190 | $567K |
| XTX Topco Ltd | 0.01% | Reduce -86.3% | 4,164 | $564K |
| Versant Capital Management, Inc | 0.06% | Add +26.7% | 4,163 | $563K |
| Avant Financial Advisors LLC | 0.40% | No change | 4,160 | $563K |
| Oppenheimer & Co. Inc. | 0.01% | New | 4,156 | $562K |
| Park Avenue Securities LLC | 0.00% | Reduce -14.7% | 4,156 | $562K |
| Certuity, LLC | 0.04% | Reduce -1.1% | 4,152 | $562K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +359.4% | 4,125 | $558K |
| PCM Encore, LLC | 0.11% | Add +9.0% | 4,040 | $547K |
| Silverlake Wealth Management LLC | 0.11% | Add +0.1% | 4,020 | $544K |
| Watershed Private Wealth LLC | 0.17% | No change | 4,000 | $541K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -2.9% | 3,984 | $539K |
| Cwm, LLC | 0.00% | Reduce -4.3% | 3,970 | $537K |
| Annex Advisory Services, LLC | 0.01% | Add +6.0% | 3,925 | $531K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,913 | $530K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 3,839 | $520K |
| KLCM Advisors, Inc. | 0.04% | No change | 3,779 | $511K |
| Davis-Rea LTD. | 0.13% | Reduce -2.0% | 3,725 | $503K |
| Twinbeech Capital LP | 0.05% | Add +23.3% | 3,700 | $501K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,700 | $501K |
| Nwam LLC | 0.03% | Add +0.1% | 3,668 | $496K |
| Prudential Financial Inc. | 0.00% | Reduce -48.0% | 4,770 | $488K |
| Dixon Mitchell Investment Counsel Inc. | 0.02% | Reduce -1.4% | 3,612 | $488K |
| Brighton Jones LLC | 0.01% | New | 3,600 | $487K |
| Code Waechter LLC | 0.29% | Reduce -20.1% | 3,582 | $485K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 3,558 | $482K |
| Strategic Investment Advisors / MI | 0.03% | New | 3,556 | $481K |
| Vident Advisory, LLC | 0.00% | Reduce -4.9% | 3,543 | $480K |
| Puzo Michael J | 0.14% | No change | 3,500 | $474K |
| Intrust Bank NA | 0.04% | Reduce -0.4% | 3,487 | $472K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +29.4% | 3,464 | $469K |
| Commerce Bank | 0.00% | Add +23.3% | 3,456 | $468K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.5% | 3,447 | $467K |
| Prospera Financial Services Inc | 0.01% | No change | 3,438 | $465K |
| Avalon Capital Management | 0.13% | No change | 3,425 | $464K |
| 111 Capital | 0.11% | New | 3,288 | $445K |
| Gateway Wealth Partners, LLC | 0.02% | New | 3,260 | $441K |
| Rockland Trust Co. | 0.02% | No change | 3,243 | $439K |
| Asahi Life Asset Management Co., LTD. | 0.28% | Add +18.8% | 3,193 | $431K |
| Diversified Trust Co. | 0.01% | Add +15.4% | 3,161 | $428K |
| Checchi Capital Advisers, LLC | 0.03% | Add +2.9% | 3,141 | $425K |
| International Assets Investment Management, LLC | 0.03% | New | 406,135 | $423K |
| Lazard Asset Management LLC | 0.00% | Add +8.0% | 3,083 | $418K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.3% | 3,070 | $416K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.2% | 3,061 | $414K |
| Fourpath Capital Management, LLC | 0.06% | Reduce -27.3% | 3,049 | $413K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.8% | 2,999 | $406K |
| Brooklyn Investment Group | 0.01% | New | 2,982 | $403K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.4% | 2,975 | $403K |
| AE Wealth Management LLC | 0.00% | Reduce -7.6% | 2,942 | $398K |
| Five Oceans Advisors | 0.14% | No change | 2,938 | $398K |
| Parallel Advisors, LLC | 0.01% | Add +5.5% | 2,912 | $394K |
| Summerhill Capital Management lnc. | 0.34% | New | 2,907 | $393K |
| DRW Securities, LLC | 0.02% | New | 2,082 | $392K |
| Isthmus Partners, LLC | 0.04% | Reduce -6.5% | 2,891 | $391K |
| First Business Financial Services, Inc. | 0.03% | Add +13.1% | 2,785 | $377K |
| Ascent Group, LLC | 0.01% | Add +15.8% | 2,773 | $375K |
| Fifth Third Bancorp | 0.00% | Reduce -11.4% | 2,736 | $370K |
| Murphy & Mullick Capital Management Corp | 0.27% | Reduce -1.8% | 2,732 | $370K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.8% | 2,725 | $369K |
| First Merchants Corp. | 0.01% | No change | 2,716 | $368K |
| Kintra Wealth, LLC | 0.03% | New | 2,660 | $360K |
| Fielder Capital Group LLC | 0.08% | No change | 2,640 | $357K |
| Smith, Moore & Co. | 0.03% | No change | 2,636 | $357K |
| GeoWealth Management, LLC | 0.01% | New | 2,603 | $352K |
| Arkos Global Advisors | 0.04% | No change | 2,557 | $346K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -5.4% | 2,554 | $346K |
| Snowden Capital Advisors LLC | 0.01% | Add +9.6% | 2,527 | $342K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -20.7% | 2,275 | $342K |
| Pure Financial Advisors, LLC | 0.00% | Add +31.1% | 2,523 | $341K |
| CVA Family Office, LLC | 0.04% | No change | 2,512 | $340K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,500 | $338K |
| Allworth Financial LP | 0.00% | Add +9.3% | 2,494 | $338K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.2% | 2,493 | $337K |
| Townsend & Associates, Inc | 0.03% | No change | 2,225 | $336K |
| Modern Wealth Management, LLC | 0.01% | Add +39.0% | 2,430 | $333K |
| Nilsine Partners, LLC | 0.03% | New | 2,183 | $333K |
| Cozad Asset Management Inc. | 0.03% | Reduce -13.5% | 2,453 | $332K |
| Hilltop Holdings Inc. | 0.03% | Add +6.6% | 2,448 | $331K |
| North Star Investment Management Corp. | 0.02% | Add +0.3% | 2,425 | $328K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +14.0% | 2,425 | $328K |
| Gill Capital Partners, LLC | 0.09% | No change | 2,412 | $326K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +13.6% | 2,410 | $326K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 2,383 | $323K |
| Brown Advisory Inc. | 0.00% | New | 2,371 | $321K |
| Kathmere Capital Management, LLC | 0.02% | Add +17.4% | 2,354 | $319K |
| Keudell/Morrison Wealth Management | 0.07% | Reduce -12.2% | 2,353 | $318K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,336 | $316K |
| Patten & Patten Inc. | 0.02% | No change | 2,328 | $315K |
| Park National Corp. | 0.01% | No change | 2,325 | $315K |
| Magnus Financial Group LLC | 0.03% | Reduce -2.0% | 2,295 | $311K |
| Seeds Investor LLC | 0.04% | Add +27.3% | 2,093 | $311K |
| Centiva Capital, LP | 0.01% | New | 2,274 | $308K |
| Apollon Wealth Management, LLC | 0.00% | Add +7.4% | 2,232 | $302K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.0% | 2,228 | $302K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.5% | 2,217 | $300K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -5.0% | 2,217 | $300K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -39.5% | 2,203 | $298K |
| WoodTrust Financial Corp | 0.04% | No change | 2,189 | $296K |
| Fund Advisors of America Inc | 0.30% | No change | 2,185 | $296K |
| West Family Investments, Inc. | 0.10% | Reduce -43.4% | 2,183 | $295K |
| Studio Investment Management LLC | 0.05% | No change | 2,175 | $294K |
| QRG Capital Management, Inc. | 0.00% | New | 2,172 | $294K |
| Fox Run Management, L.L.C. | 0.05% | New | 2,220 | $292K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -5.5% | 2,154 | $292K |
| First Affirmative Financial Network | 0.11% | — | 2,148 | $291K |
| Stephens Inc. | 0.00% | Reduce -2.4% | 2,143 | $290K |
| Plancorp, LLC | 0.01% | Add +0.1% | 1,996 | $288K |
| Income Insurance Ltd | 0.20% | No change | 2,132 | $288K |
| Algert Global LLC | 0.00% | New | 2,131 | $288K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 2,075 | $281K |
| Evelyn Partners Investment Management LLP | 0.01% | No change | 2,064 | $279K |
| Savvy Advisors, Inc. | 0.01% | Add +9.9% | 2,055 | $278K |
| Bluespring Wealth Management, LLC | 0.02% | Add +0.8% | 2,048 | $277K |
| Argent Trust Co | 0.01% | Reduce -19.1% | 2,012 | $272K |
| Bridges Investment Management Inc. | 0.00% | No change | 2,000 | $271K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,999 | $271K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -33.0% | 1,985 | $269K |
| Saxony Capital Management, LLC | 0.16% | No change | 1,975 | $267K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +24.2% | 1,975 | $267K |
| Old National Bancorp | 0.00% | Reduce -23.2% | 1,953 | $264K |
| MSH Capital Advisors LLC | 0.06% | Add +1.4% | 1,952 | $264K |
| Landaas & Co. /Wi | 0.06% | No change | 1,918 | $260K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.6% | 1,884 | $255K |
| Hexagon Capital Partners LLC | 0.04% | New | 1,869 | $253K |
| Ballentine Partners, LLC | 0.00% | Add +2.6% | 1,852 | $251K |
| Lantz Financial LLC | 0.05% | Reduce -17.7% | 1,844 | $250K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +543.7% | 1,828 | $247K |
| AlphaGrep UK Ltd | 0.07% | New | 1,824 | $247K |
| Fiduciary Financial Group, LLC | 0.03% | Add +12.3% | 1,823 | $247K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -1.1% | 1,808 | $245K |
| Buckhead Capital Management LLC | 0.09% | Reduce -3.8% | 1,784 | $241K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -1.2% | 1,779 | $241K |
| Arq Wealth Advisors, LLC | 0.04% | New | 1,775 | $240K |
| Arkadios Wealth Advisors | 0.00% | Add +5.6% | 1,775 | $240K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 1,773 | $240K |
| J. Safra Sarasin Holding AG | 0.00% | Add +14.8% | 1,774 | $240K |
| Cromwell Holdings LLC | 0.13% | No change | 1,739 | $235K |
| Krane Financial Solutions LLC | 0.16% | — | 1,738 | $235K |
| Affinity Capital Advisors, LLC | 0.03% | Add +5.6% | 1,710 | $231K |
| Beto Financial Group, LLC | 0.14% | No change | 1,514 | $231K |
| Madison Asset Management, LLC | 0.00% | No change | 1,702 | $230K |
| Aldebaran Capital, LLC | 0.18% | New | 1,700 | $230K |
| Pinney & Scofield, Inc. | 0.12% | No change | 1,700 | $230K |
| SkyOak Wealth, LLC | 0.04% | No change | 1,700 | $230K |
| Oslo Pensjonsforsikring AS | 0.04% | — | 1,700 | $230K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.1% | 1,690 | $229K |
| ERn Financial, LLC | 0.04% | No change | 1,680 | $227K |
| Brookstone Capital Management | 0.00% | No change | 1,672 | $226K |
| Two Sigma Securities, LLC | 0.03% | Reduce -22.7% | 1,665 | $225K |
| GAMMA Investing LLC | 0.01% | Add +2.7% | 1,647 | $223K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +627.8% | 1,623 | $220K |
| Greenwood Gearhart LLC | 0.01% | New | 1,622 | $220K |
| Altfest L J & Co. Inc. | 0.02% | No change | 1,620 | $219K |
| OneAscent Family Office, LLC | 0.15% | Reduce -3.4% | 1,615 | $219K |
| PFG Investments, LLC | 0.01% | Reduce -4.6% | 1,610 | $218K |
| Ironwood Investment Counsel, LLC | 0.03% | No change | 1,605 | $217K |
| PDT Partners, LLC | 0.01% | New | 1,600 | $217K |
| Trust Investment Advisors | 0.13% | Add +0.6% | 1,589 | $215K |
| Choreo, LLC | 0.00% | Reduce -11.9% | 1,580 | $214K |
| FORM Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 1,527 | $207K |
| KOM Wealth Management Group, LLC | 0.14% | New | 1,523 | $206K |
| Greykasell Wealth Strategies, Inc. | 0.08% | No change | 1,521 | $206K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,501 | $203K |
| Corient IA LP | 0.19% | New | 1,500 | $203K |
| Caldwell Trust Co | 0.02% | No change | 1,500 | $203K |
| Sei Investments Co. | 0.00% | New | 1,494 | $202K |
| Park Place Capital Corp | 0.04% | Reduce -29.5% | 1,482 | $201K |
| Canoe Financial LP | 0.00% | New | 1,442 | $195K |
| Webster Bank, N. A. | 0.02% | No change | 1,400 | $189K |
| Manchester Capital Management LLC | 0.03% | No change | 1,387 | $188K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -0.5% | 1,297 | $176K |
| LOM Asset Management Ltd | 0.05% | No change | 930 | $175K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,707 | $151K |
| Winthrop Capital Management, LLC | 0.04% | No change | 1,105 | $150K |
| Rhumbline Advisers | 0.00% | Reduce -0.9% | 1,057 | $143K |
| Bayforest Capital Ltd | 0.15% | Add +185.3% | 1,010 | $137K |
| Tompkins Financial Corp. | 0.01% | No change | 1,000 | $135K |
| Hills Bank & Trust Co | 0.01% | No change | 1,000 | $135K |
| Hanson & Doremus Investment Management | 0.02% | New | 1,000 | $135K |
| Thompson Investment Management, Inc. | 0.02% | Reduce -13.4% | 972 | $132K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 960 | $130K |
| Danske Bank A/S | 0.00% | Reduce -69.3% | 913 | $123K |
| N.E.W. Advisory Services LLC | 0.01% | Add +19.8% | 858 | $116K |
| Huntington National Bank | 0.00% | Add +63.3% | 844 | $114K |
| Munich Reinsurance Co Stock Corp in Munich | 0.00% | Reduce -36.8% | 845 | $114K |
| UMB Bank, n.a. | 0.00% | Reduce -71.9% | 836 | $113K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -21.1% | 794 | $107K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.7% | 787 | $104K |
| HM Payson & Co. | 0.00% | No change | 762 | $103K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 736 | $100K |
| Grove Bank & Trust | 0.01% | No change | 710 | $96K |
| Olistico Wealth, LLC | 0.05% | No change | 700 | $95K |
| Mather Group, Llc. | 0.00% | New | 700 | $95K |
| Ballast Advisors LLC | 0.03% | New | 653 | $88K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.7% | 592 | $80K |
| Private Trust Co. NA | 0.01% | Reduce -36.4% | 575 | $78K |
| CX Institutional | 0.00% | No change | 570 | $77K |
| CENTRAL TRUST Co | 0.00% | No change | 555 | $75K |
| Virtus Advisers, LLC | 0.03% | Reduce -25.0% | 378 | $71K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -4.5% | 512 | $69K |
| Rothschild Investment LLC | 0.00% | Add +1.0% | 512 | $69K |
| Retirement Wealth Solutions LLC | 0.04% | Reduce -53.1% | 509 | $69K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 500 | $68K |
| Toth Financial Advisory Corp. | 0.01% | Add +25.0% | 500 | $68K |
| Bayban | 0.06% | Reduce -83.4% | 489 | $66K |
| Birchwood Financial Partners, Inc. | 0.06% | No change | 467 | $63K |
| IFG Advisory, LLC | 0.17% | Reduce -93.9% | 450 | $61K |
| JNBA Financial Advisors | 0.01% | No change | 440 | $60K |
| Arax Advisory Partners | 0.00% | Reduce -67.6% | 440 | $60K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 417 | $56K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +5.6% | 415 | $56K |
| CDKV Holdings LLC | 0.05% | No change | 412 | $56K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Reduce -33.5% | 406 | $55K |
| Vision Financial Markets LLC | 0.05% | No change | 400 | $54K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 400 | $54K |
| Crewe Advisors LLC | 0.00% | No change | 400 | $54K |
| Larson Financial Group LLC | 0.00% | Add +22.1% | 387 | $52K |
| Harbor Asset Planning, Inc. | 0.04% | No change | 352 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 350 | $47K |
| IAG Wealth Partners, LLC | 0.01% | No change | 335 | $45K |
| Capital Analysts, LLC | 0.00% | Reduce -14.9% | 331 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 324 | $44K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 300 | $41K |
| Truvestments Capital LLC | 0.01% | No change | 300 | $41K |
| True Wealth Design, LLC | 0.01% | Add +38.1% | 297 | $40K |
| LRI Investments, LLC | 0.00% | Add +96.0% | 294 | $40K |
| Swiss Re Ltd. | 0.24% | No change | 290 | $39K |
| Financial Management Professionals, Inc. | 0.00% | Add +59.0% | 275 | $37K |
| IFP Advisors, Inc | 0.00% | Reduce -2.2% | 266 | $36K |
| Bank & Trust Co | 0.02% | No change | 263 | $36K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 254 | $34K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 252 | $34K |
| WFA of San Diego, LLC | 0.03% | No change | 250 | $34K |
| Trust Co | 0.00% | No change | 193 | $26K |
| BNP Paribas | 0.00% | New | 190 | $26K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 178 | $24K |
| First Horizon Corp. | 0.00% | New | 168 | $23K |
| JPL Wealth Management, LLC | 0.00% | New | 153 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Add +22.9% | 134 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 133 | $18K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.8% | 133 | $18K |
| Addison Advisors LLC | 0.00% | No change | 132 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 125 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 121 | $16K |
| MCF Advisors LLC | 0.00% | No change | 110 | $15K |
| Sfam, LLC | 0.01% | No change | 110 | $15K |
| Essential Partners LLC | 0.01% | No change | 109 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 107 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 100 | $14K |
| Bare Financial Services, Inc | 0.00% | Add +34.8% | 93 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | Add +32.4% | 90 | $12K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 90 | $12K |
| MBM Wealth Consultants, LLC | 0.00% | New | 87 | $12K |
| Rossby Financial, LCC | 0.00% | Add +200.0% | 81 | $11K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -24.5% | 80 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 79 | $11K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 71 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 70 | $10K |
| Financial Consulate, Inc. | 0.00% | Add +1066.7% | 70 | $9K |
| Highline Wealth Partners LLC | 0.00% | Add +41.3% | 65 | $9K |
| Country Trust Bank | 0.00% | Reduce -33.3% | 62 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 60 | $8K |
| Triumph Capital Management | 0.00% | Add +1.8% | 57 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 55 | $7K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -93.5% | 54 | $7K |
| Kingdom Financial Group LLC. | 0.00% | New | 54 | $7K |
| Retiremitten Financial LLC | 0.00% | — | 50 | $7K |
| Financial Avengers, Inc. | 0.00% | No change | 50 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 50 | $7K |
| MV Capital Management, Inc. | 0.00% | Add +614.3% | 50 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 48 | $7K |
| SJS Investment Consulting Inc. | 0.00% | No change | 43 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 41 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 40 | $5K |
| Penserra Capital Management LLC | 0.00% | Reduce -6.7% | 42 | $5K |
| Maseco LLP | 0.00% | New | 36 | $5K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 32 | $4K |
| Root Financial Partners, LLC | 0.00% | Add +314.3% | 29 | $4K |
| Steph & Co. | 0.00% | No change | 25 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +43.8% | 23 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 23 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 23 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 26 | $3K |
| Kilter Group LLC | 0.00% | Reduce -12.0% | 22 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 18 | $2K |
| Optiver Holding B.V. | 0.00% | New | 15 | $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 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 11 | $1K |
| Stone House Investment Management, LLC | 0.00% | No change | 10 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 8 | $1K |
| Colonial Trust Co / SC | 0.00% | Reduce -30.0% | 7 | $921 |
| Creative Financial Designs Inc. | 0.00% | No change | 6 | $812 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -33.3% | 4 | $541 |
| Frazier Financial Advisors, LLC | 0.00% | New | 3 | $407 |
| RMG Wealth Management LLC | 0.00% | No change | 2 | $306 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 2 | $271 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $135 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 1 | $127 |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -34.3% | 40,435 | $0 |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.