Bank of Nova ScotiaBNS
13F holders, Q2 2026 (June 30)535holders +27
69new positions
44sold out
8famous investors
$87.66avg. 13F price*
At the end of Q2 2026, 535 institutions reported holding Bank of Nova Scotia (BNS) in their 13F filings, up 27 from Q1 2026. 69 opened new positions and 44 sold out. The largest holders were Royal Bank of Canada ($5.7B), Bank of Montreal ($4.5B) and Vanguard Capital Management LLC ($3.1B). 8 famous investors held it, including Prem Watsa (1.2% of Fairfax Financial Holdings's portfolio), Jeremy Grantham (0.3% of GMO's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Bank of Nova Scotia
- Filed as
- BANK NOVA SCOTIA B C (Q2 2026)
- CUSIP
- 064149107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $186.7M |
| Exits | 44 | $127.9M |
All 13F filers, Q1 2026 → Q2 2026: 29,186,132 shares bought and 41,601,243 shares sold, net −12,415,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| Royal Bank of Canada | 0.97% | Reduce -8.3% | 65,848,379 | $5.7B |
| Bank of Montreal | 1.65% | Reduce -7.4% | 51,924,070 | $4.5B |
| Vanguard Capital Management LLC | 0.07% | Add +0.1% | 35,706,610 | $3.1B |
| Cibc World Market Inc. | 3.68% | Reduce -2.9% | 25,213,679 | $2.2B |
| Acadian Asset Management LLC | 1.90% | Add +22.4% | 18,382,643 | $1.6B |
| Norges Bank | 0.16% | — | 18,387,259 | $1.6B |
| 1832 Asset Management L.P. | 1.73% | Reduce -11.0% | 16,250,132 | $1.4B |
| National Bank of Canada | 1.19% | Reduce -4.4% | 15,686,925 | $1.4B |
| Geode Capital Management, LLC | 0.07% | Add +11.5% | 14,311,695 | $1.3B |
| TD Asset Management Inc | 1.06% | Reduce -26.5% | 14,090,469 | $1.2B |
| Scotia Capital Inc. | 4.20% | Reduce -3.6% | 12,935,957 | $1.1B |
| Toronto Dominion Bank | 1.82% | Reduce -28.9% | 12,501,179 | $1.1B |
| Mackenzie Financial Corp. | 1.07% | Add +0.1% | 8,653,592 | $1.1B |
| FIL Ltd | 0.76% | Add +35.5% | 12,248,949 | $1.1B |
| Canada Pension Plan Investment Board | 0.56% | Add +28.5% | 11,709,540 | $1.0B |
| Vanguard Fiduciary Trust Co. | 0.21% | Reduce -0.4% | 10,923,749 | $949.5M |
| CIBC Asset Management Inc | 2.06% | Add +22.3% | 10,757,318 | $938.0M |
| JPMorgan Chase & Co. | 0.05% | Reduce -1.0% | 10,732,917 | $929.5M |
| Vanguard Global Advisers, LLC | 0.38% | Add +7.8% | 9,462,637 | $822.5M |
| TD Waterhouse Canada Inc. | 2.08% | Reduce -6.5% | 9,044,903 | $791.3M |
| Legal & General Group Plc | 0.15% | Reduce -2.7% | 8,169,732 | $709.8M |
| Federation des caisses Desjardins du Quebec | 2.03% | Reduce -1.8% | 7,585,057 | $657.1M |
| Barclays PLC | 0.19% | Add +40.8% | 7,046,510 | $611.9M |
| Morgan Stanley | 0.03% | Add +62.9% | 6,724,105 | $583.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.83% | Add +19.6% | 6,624,917 | $575.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.07% | Reduce -29.9% | 6,543,050 | $567.3M |
| Dimensional Fund Advisors LP | 0.10% | Add +2.2% | 6,138,631 | $533.1M |
| Manufacturers Life Insurance Company, The | 0.33% | Reduce -10.1% | 4,800,235 | $416.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -13.3% | 4,741,580 | $411.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.0% | 4,085,942 | $355.0M |
| Wellington Management Group LLP | 0.06% | Reduce -0.7% | 4,078,801 | $354.4M |
| Letko, Brosseau & Associates Inc. | 4.34% | Reduce -3.7% | 3,380,374 | $293.7M |
| Amundi | 0.07% | Reduce -6.1% | 3,100,831 | $274.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.16% | Add +11.7% | 2,788,559 | $242.4M |
| Deutsche Bank AG | 0.07% | Add +9.1% | 2,671,719 | $232.0M |
| AQR Capital Management | 0.08% | Reduce -10.5% | 2,655,580 | $230.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.70% | Reduce -17.6% | 2,652,600 | $230.4M |
| Bank of America Corp. | 0.01% | Reduce -48.5% | 2,588,463 | $224.8M |
| Artemis Investment Management LLP | 1.60% | Add +68.8% | 2,069,239 | $179.7M |
| Alberta Investment Management Corp | 1.14% | Reduce -55.3% | 2,040,686 | $177.2M |
| Cardinal Capital Management, Inc. | 4.24% | Reduce -0.2% | 2,018,524 | $175.1M |
| Franklin Resources Inc. | 0.04% | Add +4.6% | 1,970,950 | $171.1M |
| Clearbridge Investments, LLC | 0.13% | Reduce -8.3% | 1,813,747 | $156.1M |
| Mufg Securities (canada), LTD. | 4.07% | Reduce -4.9% | 1,738,562 | $150.9M |
| Public Sector Pension Investment Board | 0.38% | Reduce -17.5% | 1,670,826 | $144.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.91% | Add +40.7% | 1,666,492 | $144.7M |
| OMERS ADMINISTRATION Corp | 0.86% | Reduce -13.3% | 1,645,661 | $143.0M |
| UBS Group AG | 0.02% | Add +32.3% | 1,618,761 | $140.6M |
| Van Eck Associates Corp. | 0.08% | Reduce -3.8% | 1,578,524 | $136.8M |
| Addenda Capital Inc. | 3.62% | Add +0.7% | 1,081,272 | $133.3M |
| Invesco Ltd. | 0.01% | Reduce -43.0% | 1,527,011 | $132.6M |
| GMO | 0.27% | Add +13.8% | 1,381,602 | $120.0M |
| Hillsdale Investment Management Inc. | 2.67% | Add +4.3% | 1,349,041 | $117.1M |
| Russell Investments Group, Ltd. | 0.10% | Add +21.1% | 1,349,038 | $117.0M |
| BlackRock, Inc. | 0.00% | Reduce -11.4% | 1,331,905 | $115.7M |
| Bank of New York Mellon Corp | 0.02% | Add +6.8% | 1,292,470 | $112.2M |
| SIG North Trading, ULC | 20.39% | Add +33.1% | 1,284,517 | $111.5M |
| Quadrature Capital Ltd | 0.94% | Add +2.6% | 1,263,100 | $109.7M |
| Citigroup Inc. | 0.05% | Add +1.5% | 1,234,064 | $107.2M |
| Aviva PLC | 0.15% | Add +0.5% | 1,160,563 | $100.7M |
| Jane Street Group, LLC | 0.06% | Add +1056.5% | 1,086,517 | $94.4M |
| Marathon Asset Management Ltd | 3.36% | Reduce -12.7% | 950,832 | $82.6M |
| Korea Investment CORP | 0.15% | Add +7.2% | 917,288 | $79.7M |
| Nuveen, LLC | 0.02% | Add +1.2% | 878,257 | $76.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.2% | 867,372 | $75.3M |
| Blue Sparrow, LLC | 0.71% | New | 843,000 | $73.2M |
| American Century Companies Inc. | 0.03% | Add +32.5% | 823,662 | $71.6M |
| Intech Investment Management LLC | 0.63% | Reduce -4.3% | 794,347 | $69.0M |
| APG Asset Management N.V. | 0.16% | Add +38.6% | 881,487 | $67.0M |
| Purpose Unlimited Inc. | 2.55% | Reduce -2.3% | 762,723 | $66.3M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -1.2% | 754,322 | $65.5M |
| Picton Mahoney Asset Management | 0.59% | Add +1785.4% | 735,921 | $63.7M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -36.6% | 719,648 | $62.5M |
| State of Tennessee, Department of Treasury | 0.18% | Add +1.1% | 702,129 | $61.0M |
| CANADA LIFE ASSURANCE Co | 0.10% | Reduce -0.0% | 703,186 | $60.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.11% | Add +9.4% | 681,227 | $59.2M |
| Value Partners Investments Inc. | 4.12% | Reduce -16.2% | 679,868 | $59.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 5.55% | Reduce -20.5% | 458,826 | $56.6M |
| BCV Asset Management Inc. | 1.69% | Reduce -6.4% | 645,809 | $56.0M |
| Neuberger Berman Group LLC | 0.04% | Add +29.4% | 642,680 | $55.8M |
| First Trust Advisors LP | 0.03% | Reduce -8.1% | 636,765 | $55.3M |
| Vanguard Investments Australia, Ltd. | 0.14% | Add +1.7% | 627,153 | $54.5M |
| Citadel Advisors | 0.03% | Add +91.6% | 594,772 | $51.6M |
| Guardian Partners Inc. | 4.28% | Reduce -13.5% | 546,953 | $47.4M |
| SEB Asset Management AB | 0.17% | Add +21.6% | 530,031 | $46.1M |
| Caisse de depot et placement du Quebec | 0.07% | Add +14.6% | 526,844 | $45.8M |
| Cumberland Partners Ltd | 2.93% | Reduce -0.8% | 522,360 | $45.3M |
| Guardian Capital LP | 1.02% | Reduce -2.0% | 483,249 | $41.9M |
| State of Wisconsin Investment Board | 0.08% | Reduce -0.6% | 429,472 | $37.3M |
| Delaney Capital Management Ltd. | 5.70% | Reduce -2.9% | 415,388 | $36.0M |
| Millennium Management | 0.02% | Reduce -10.1% | 400,341 | $34.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -25.7% | 393,737 | $34.2M |
| Man Group plc | 0.06% | Add +37.7% | 382,767 | $33.2M |
| Mn Services Vermogensbeheer B.V. | 0.23% | Add +26.6% | 359,243 | $31.2M |
| Fairfax Financial Holdings | 1.18% | No change | 359,100 | $31.2M |
| Cidel Asset Management Inc. | 1.48% | Add +119.1% | 353,888 | $30.7M |
| Public Employees Retirement System of Ohio | 0.08% | Add +6.3% | 331,636 | $28.8M |
| Kepler Cheuvreux (Suisse) SA | 1.63% | Reduce -6.3% | 230,869 | $28.4M |
| Northwest & Ethical Investments L.P. | 0.66% | Add +24.6% | 326,993 | $28.4M |
| Andra AP-fonden | 0.31% | Add +2.7% | 220,260 | $27.2M |
| Investment Management Corp of Ontario | 0.34% | Add +0.4% | 306,867 | $26.6M |
| Montrusco Bolton Investments Inc. | 0.41% | New | 305,579 | $26.6M |
| Canerector Inc. | 11.87% | No change | 300,000 | $26.0M |
| Intact Investment Management Inc. | 0.73% | Reduce -25.0% | 294,148 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.8% | 273,384 | $24.5M |
| Varma Mutual Pension Insurance Co | 0.13% | Add +0.8% | 272,156 | $23.6M |
| Generali Asset Management SPA SGR | 0.43% | Add +17.7% | 191,504 | $23.6M |
| Aviso Financial Inc. | 0.81% | Reduce -12.8% | 268,713 | $23.3M |
| Swiss Life Asset Management Ltd | 0.09% | Add +6.1% | 249,271 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Add +69.0% | 305,329 | $21.2M |
| Nykredit A/S | 0.08% | — | 236,202 | $20.5M |
| Natixis | 0.10% | Add +30.5% | 234,154 | $20.3M |
| Danica Pension, Livsforsikringsaktieselskab | 0.31% | Add +6.1% | 157,790 | $19.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.08% | Add +4088.9% | 217,698 | $18.9M |
| Bank of Nova Scotia Trust Co. | 1.55% | Add +1.1% | 215,934 | $18.8M |
| Maryland State Retirement & Pension System | 0.32% | Add +5.0% | 214,814 | $18.6M |
| Cardinal Point Capital Management ULC | 1.05% | Reduce -0.5% | 214,403 | $18.6M |
| Renaissance Technologies | 0.03% | New | 212,900 | $18.5M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 272,850 | $18.3M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -2.1% | 207,355 | $18.0M |
| Eldred Rock Partners, LLC | 3.83% | Reduce -0.2% | 205,242 | $17.8M |
| Coleford Investment Management Ltd. | 3.78% | Reduce -2.7% | 199,856 | $17.3M |
| Mediolanum International Funds Ltd | 0.14% | Add +19.3% | 191,331 | $16.6M |
| Corient Private Wealth LP | 0.02% | Reduce -1.0% | 189,323 | $16.4M |
| Balyasny Asset Management L.P. | 0.03% | New | 185,700 | $16.1M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.13% | Add +9.3% | 178,226 | $15.5M |
| USS Investment Management Ltd | 0.06% | Reduce -8.5% | 175,425 | $15.2M |
| Euro Pacific Asset Management, LLC | 1.59% | Reduce -1.3% | 169,506 | $13.9M |
| D. E. Shaw & Co. | 0.01% | Add +7.7% | 157,301 | $13.7M |
| Quantinno Capital Management LP | 0.02% | Add +20.6% | 155,216 | $13.5M |
| Beutel, Goodman & Co Ltd. | 0.10% | Reduce -2.4% | 154,626 | $13.4M |
| HRT Financial LP | 0.02% | Add +89.2% | 154,413 | $13.4M |
| Gold Investment Management Ltd. | 3.27% | Add +0.1% | 138,750 | $12.1M |
| Avanza Fonder AB | 0.26% | Add +10.9% | 96,369 | $11.9M |
| Keystone Financial Planning, Inc. | 3.06% | Reduce -1.9% | 136,488 | $11.9M |
| Voya Investment Management LLC | 0.01% | Reduce -2.5% | 134,397 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +3.5% | 133,382 | $11.6M |
| Capital Fund Management S.A. | 0.08% | Add +0.8% | 132,872 | $11.5M |
| Crossmark Global Holdings, Inc. | 0.15% | Reduce -1.0% | 132,356 | $11.5M |
| Rathbones Group PLC | 0.04% | Reduce -0.0% | 130,628 | $11.4M |
| Triasima Portfolio Management inc. | 1.51% | No change | 128,680 | $11.2M |
| Utah Retirement Systems | 0.10% | Reduce -10.0% | 122,977 | $10.7M |
| Natixis Advisors, LLC | 0.01% | Add +25.8% | 121,276 | $10.5M |
| Creative Planning | 0.01% | Add +15.4% | 121,017 | $10.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.33% | Reduce -0.9% | 118,481 | $10.3M |
| Jupiter Topco LLC | 0.00% | — | 117,681 | $10.2M |
| Lorne Steinberg Wealth Management Inc. | 2.08% | Add +3.5% | 116,512 | $10.1M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +30.8% | 115,525 | $10.0M |
| Harvest Portfolios Group Inc. | 0.14% | Reduce -0.2% | 112,832 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Add +19.7% | 110,702 | $9.6M |
| Massachusetts Financial Services Co. | 0.00% | Add +0.7% | 75,793 | $9.3M |
| Claret Asset Management Corp | 1.00% | Reduce -0.1% | 105,482 | $9.2M |
| American Assets Investment Management, LLC | 0.53% | No change | 100,000 | $8.7M |
| PCJ Investment Counsel Ltd. | 2.48% | Add +1374.0% | 99,350 | $8.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -1.0% | 95,559 | $8.3M |
| FMR LLC | 0.00% | Reduce -1.9% | 94,858 | $8.2M |
| Gulf International Bank (UK) Ltd | 0.16% | Reduce -1.6% | 93,729 | $8.1M |
| Americana Partners, LLC | 0.18% | Add +0.1% | 93,687 | $8.1M |
| US Bancorp \de | 0.01% | Reduce -0.8% | 90,371 | $7.8M |
| Cetera Investment Advisers | 0.01% | Add +7.5% | 88,657 | $7.7M |
| Oddo BHF Asset Management Sas | 0.36% | Reduce -14.8% | 62,300 | $7.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.2% | 86,387 | $7.5M |
| Squarepoint Ops LLC | 0.01% | New | 80,305 | $7.0M |
| Quantbot Technologies LP | 0.24% | Add +32.2% | 70,384 | $6.1M |
| Bessemer Group Inc. | 0.01% | Add +0.6% | 67,853 | $5.9M |
| K.J. Harrison & Partners Inc | 0.82% | Reduce 0.0% | 65,949 | $5.7M |
| Pathway Financial Advisers, LLC | 1.42% | Reduce -0.3% | 64,602 | $5.6M |
| Susquehanna International Group, LLP | 0.00% | New | 63,554 | $5.5M |
| Louisbourg Investments Inc. | 1.00% | Reduce -29.9% | 62,704 | $5.4M |
| Cardinal Capital Management | 0.66% | Add +0.7% | 62,606 | $5.4M |
| Allianz Asset Management GmbH | 0.01% | Add +2.5% | 62,323 | $5.4M |
| LPL Financial LLC | 0.00% | Add +4.8% | 61,292 | $5.3M |
| PDT Partners, LLC | 0.28% | Reduce -27.3% | 60,500 | $5.3M |
| Bank of Nova Scotia | 0.01% | Reduce -8.0% | 58,727 | $5.1M |
| DKRT Investments Corp. | 1.19% | No change | 56,000 | $4.9M |
| Lord, Abbett & Co. LLC | 0.01% | New | 54,998 | $4.8M |
| Campbell & CO Investment Adviser LLC | 0.25% | Reduce -76.0% | 54,827 | $4.8M |
| Mariner, LLC | 0.00% | Add +13.7% | 53,694 | $4.7M |
| IMC-Chicago, LLC | 0.04% | New | 52,374 | $4.5M |
| UniSuper Management Pty Ltd | 0.02% | Add +38.1% | 33,278 | $4.1M |
| Trexquant Investment LP | 0.03% | New | 47,221 | $4.1M |
| Quadrant Capital Group LLC | 0.11% | No change | 46,596 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +320.7% | 45,997 | $4.0M |
| Maverick Capital | 0.04% | Add +25.4% | 46,020 | $4.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -3.8% | 45,728 | $4.0M |
| Sciencast Management LP | 0.81% | New | 45,010 | $3.9M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 44,606 | $3.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | Reduce -14.8% | 43,861 | $3.8M |
| Cerity Partners LLC | 0.00% | Reduce -5.0% | 42,980 | $3.7M |
| Tweedy, Browne Co LLC | 0.28% | New | 42,479 | $3.7M |
| Twin Tree Management, LP | 0.57% | Add +4514.4% | 42,268 | $3.7M |
| Osmosis Investment Management UK Ltd | 0.17% | Reduce -47.1% | 41,547 | $3.6M |
| Plato Investment Management Ltd | 0.20% | Reduce -0.6% | 41,629 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +72.0% | 41,000 | $3.5M |
| Fiera Capital Corp | 0.01% | Reduce -11.1% | 40,106 | $3.5M |
| Tacita Capital Inc | 1.83% | Reduce -0.9% | 38,834 | $3.4M |
| Credit Agricole S A | 0.01% | Reduce -10.9% | 38,665 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 38,217 | $3.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +6.2% | 38,106 | $3.3M |
| Portland Investment Counsel Inc. | 0.92% | No change | 37,800 | $3.3M |
| Fideuram Asset Management (Ireland) dac | 0.06% | Add +40.4% | 26,818 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +44.5% | 36,827 | $3.2M |
| Genus Capital Management Inc. | 0.31% | No change | 36,605 | $3.2M |
| Ritholtz Wealth Management | 0.05% | Add +25.7% | 35,731 | $3.1M |
| Sei Investments Co. | 0.00% | Add +5.3% | 32,426 | $2.8M |
| Walleye Trading LLC | 0.04% | Add +59.4% | 29,711 | $2.6M |
| Ipswich Investment Management Co., Inc. | 0.54% | Add +7.2% | 29,672 | $2.6M |
| Keybank National Association | 0.01% | Add +15.8% | 29,496 | $2.6M |
| ASR Vermogensbeheer N.V. | 0.03% | Reduce -24.0% | 27,895 | $2.4M |
| Pinnacle Associates Ltd. | 0.03% | No change | 27,500 | $2.4M |
| Signaturefd, LLC | 0.03% | Add +14.7% | 26,991 | $2.3M |
| Ethic Inc. | 0.03% | Add +7.5% | 26,712 | $2.3M |
| Highland Capital Management, LLC | 0.10% | Reduce -0.2% | 24,500 | $2.1M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +52.9% | 24,466 | $2.1M |
| Hager Investment Management Services, LLC | 0.97% | Add +115.6% | 24,310 | $2.1M |
| Ieq Capital, LLC | 0.01% | Reduce -4.9% | 24,306 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +0.5% | 24,135 | $2.1M |
| Candriam S.C.A. | 0.01% | Add +0.7% | 24,066 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +37.4% | 23,382 | $2.0M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.03% | Reduce -0.5% | 22,661 | $2.0M |
| Cigna Investments Inc. | 0.25% | Add +2.4% | 22,305 | $1.9M |
| Compound Planning, Inc. | 0.05% | Add +13.6% | 21,085 | $1.8M |
| Metis Global Partners, LLC | 0.04% | Reduce -45.3% | 20,834 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 20,485 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Add +213.0% | 20,357 | $1.8M |
| Chesapeake Capital Corp. | 0.95% | Add +7.7% | 20,205 | $1.8M |
| Tidal Investments LLC | 0.00% | Add +7.7% | 20,205 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.2% | 20,195 | $1.8M |
| Brevan Howard Capital Management LP | 0.03% | Add +94.3% | 19,932 | $1.7M |
| Advisors Management Group Inc. | 0.28% | Reduce -0.6% | 19,584 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +4.5% | 19,442 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.7% | 19,306 | $1.7M |
| Todd Asset Management LLC | 0.03% | No change | 19,294 | $1.7M |
| Pacifica Partners Inc. | 0.48% | Reduce -0.6% | 18,627 | $1.6M |
| Viewpoint Investment Partners Corp. | 0.52% | Reduce -5.4% | 17,381 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -0.9% | 17,279 | $1.5M |
| Vident Advisory, LLC | 0.01% | Reduce -0.3% | 16,854 | $1.5M |
| Bailard, Inc. | 0.03% | Add +0.3% | 16,673 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | Add +34.5% | 19,363 | $1.4M |
| XTX Topco Ltd | 0.02% | New | 15,997 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 15,940 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | New | 15,801 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +3.0% | 15,784 | $1.4M |
| Pathstone Holdings, LLC | 0.00% | Add +13.8% | 15,770 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Reduce -0.5% | 15,454 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +33.6% | 14,651 | $1.3M |
| Motco | 0.11% | Add +1.0% | 14,390 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +25.5% | 14,348 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.5% | 13,932 | $1.2M |
| Bogart Wealth, LLC | 0.04% | Add +0.4% | 13,743 | $1.2M |
| State of Wyoming | 0.12% | Add +328.9% | 13,640 | $1.2M |
| Radnor Capital Management, LLC | 0.16% | No change | 13,275 | $1.2M |
| EP Wealth Advisors, LLC | 0.00% | New | 13,197 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 13,131 | $1.1M |
| Cherokee Insurance Co | 0.43% | No change | 12,760 | $1.1M |
| Savvy Advisors, Inc. | 0.02% | Add +38.1% | 12,379 | $1.1M |
| Centiva Capital, LP | 0.04% | New | 12,371 | $1.1M |
| Two Sigma Securities, LLC | 0.09% | New | 12,201 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.8% | 12,103 | $1.1M |
| Truist Financial Corp. | 0.00% | No change | 11,718 | $1.0M |
| Principal Securities, Inc. | 0.01% | Add +11.4% | 11,576 | $1.0M |
| Callahan Advisors, LLC | 0.07% | Add +18.1% | 11,395 | $990K |
| Bowen Hanes & Co. Inc. | 0.02% | No change | 14,267 | $989K |
| Guggenheim Capital LLC | 0.01% | Add +26.1% | 11,341 | $985K |
| Retirement Planning Group, LLC | 0.02% | Add +0.5% | 11,050 | $960K |
| Ravenstone Capital Management Inc. | 0.38% | No change | 10,705 | $929K |
| PARK CIRCLE Co | 0.80% | No change | 10,500 | $912K |
| Versant Capital Management, Inc | 0.08% | Reduce -1.0% | 10,341 | $898K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 10,300 | $894K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -8.9% | 10,250 | $890K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -59.6% | 10,027 | $878K |
| Envestnet Asset Management Inc. | 0.00% | Add +110.9% | 9,764 | $848K |
| Westwood Holdings Group Inc. | 0.01% | Add +9.4% | 9,551 | $830K |
| HSBC Holdings PLC | 0.00% | Add +28.0% | 9,500 | $824K |
| Engineers Gate Manager LP | 0.01% | New | 9,468 | $822K |
| Caprock Group, LLC | 0.02% | Add +70.2% | 9,066 | $787K |
| Texas Yale Capital Corp. | 0.02% | No change | 8,975 | $779K |
| 1900 Wealth Management LLC | 0.04% | No change | 8,903 | $773K |
| HighTower Advisors, LLC | 0.00% | Add +8.2% | 8,746 | $759K |
| Savant Capital, LLC | 0.00% | Reduce -7.0% | 8,732 | $758K |
| Donaldson Capital Management, LLC | 0.02% | New | 8,700 | $756K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,601 | $747K |
| Ruggaard & Associates LLC | 0.27% | Reduce -1.7% | 8,530 | $741K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.2% | 8,487 | $737K |
| Sumitomo Life Insurance Co. | 0.01% | Reduce -2.1% | 8,400 | $729K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -2.1% | 8,400 | $729K |
| Exit Wealth Advisors, LLC. | 0.33% | New | 8,259 | $717K |
| Qtron Investments LLC | 0.10% | New | 8,254 | $717K |
| Syon Capital LLC | 0.03% | Add +6.7% | 8,177 | $710K |
| Evergreen Capital Management LLC | 0.01% | Add +3.8% | 7,865 | $683K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +3.9% | 7,857 | $682K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -63.3% | 7,816 | $679K |
| Dixon Mitchell Investment Counsel Inc. | 0.02% | Reduce -19.3% | 7,004 | $653K |
| Rhumbline Advisers | 0.00% | Add +8.9% | 7,410 | $643K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.02% | Reduce -6.3% | 7,220 | $628K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -9.2% | 7,126 | $619K |
| AAFMAA Wealth Management & Trust LLC | 0.21% | No change | 6,773 | $588K |
| Wellington-Altus USA Inc. | 0.42% | Add +84.4% | 8,372 | $587K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.0% | 6,470 | $562K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 6,414 | $557K |
| Magnus Financial Group LLC | 0.04% | Add +0.0% | 6,413 | $557K |
| Westover Capital Advisors, LLC | 0.09% | No change | 6,400 | $556K |
| Ossiam | 0.01% | Reduce -58.7% | 6,326 | $550K |
| Glenmede Trust Co. NA | 0.00% | Add +10.1% | 6,296 | $547K |
| HB Wealth Management, LLC | 0.00% | Add +5.2% | 6,146 | $534K |
| Cohen Investment Advisors LLC | 0.24% | Reduce -11.2% | 6,111 | $531K |
| Forbes J M & Co. LLP | 0.04% | No change | 6,000 | $521K |
| Arkadios Wealth Advisors | 0.01% | New | 5,957 | $517K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +8.0% | 5,932 | $515K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 5,857 | $509K |
| Merit Financial Group, LLC | 0.00% | Add +6.0% | 5,770 | $501K |
| Fulcrum Asset Management LLP | 0.05% | New | 5,715 | $495K |
| Dynamic Technology Lab Private Ltd | 0.11% | Add +93.3% | 5,701 | $495K |
| Applied Capital LLC | 0.31% | Reduce -1.8% | 5,396 | $469K |
| Asahi Life Asset Management Co., LTD. | 0.26% | Reduce -10.6% | 5,325 | $463K |
| Arax Advisory Partners | 0.00% | Add +2345.1% | 5,208 | $452K |
| Capstone Investment Advisors, LLC | 0.00% | New | 5,185 | $450K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -0.7% | 4,977 | $432K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.2% | 4,891 | $425K |
| Old North State Trust, LLC | 0.22% | No change | 4,872 | $423K |
| Fiduciary Financial Group, LLC | 0.05% | Add +1.2% | 4,863 | $422K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.1% | 4,852 | $421K |
| Checchi Capital Advisers, LLC | 0.03% | Add +1.0% | 4,955 | $415K |
| Oslo Pensjonsforsikring AS | 0.05% | Reduce -22.9% | 4,700 | $408K |
| 1620 Investment Advisors, Inc. | 0.25% | Add +0.4% | 4,692 | $407K |
| Baskin Financial Services Inc. | 0.03% | New | 4,681 | $406K |
| Virtus Advisers, LLC | 0.16% | No change | 3,279 | $404K |
| Simplex Trading, LLC | 0.01% | New | 4,568 | $397K |
| Kathmere Capital Management, LLC | 0.02% | Add +26.7% | 4,536 | $394K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 4,528 | $393K |
| Pure Financial Advisors, LLC | 0.00% | Add +15.3% | 4,410 | $383K |
| Sara-Bay Financial | 0.10% | No change | 4,410 | $383K |
| Zevin Asset Management LLC | 0.05% | No change | 4,390 | $381K |
| Dickmeyer Boyce Financial Management, Inc. | 0.20% | No change | 4,373 | $380K |
| Burkett Asset Management Ltd | 0.35% | Reduce -3.1% | 4,365 | $379K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.4% | 4,328 | $376K |
| Nwam LLC | 0.02% | Reduce -2.2% | 4,288 | $372K |
| Hemenway Trust Co LLC | 0.03% | No change | 4,280 | $372K |
| Ascent Group, LLC | 0.01% | Add +10.9% | 4,140 | $360K |
| Gsa Capital Partners LLP | 0.02% | New | 4,011 | $348K |
| Mgo One Seven LLC | 0.01% | New | 3,979 | $346K |
| Measured Wealth Private Client Group, LLC | 0.08% | New | 3,977 | $345K |
| Rockland Trust Co. | 0.01% | No change | 3,977 | $345K |
| Five Oceans Advisors | 0.11% | No change | 3,938 | $342K |
| Aprio Wealth Management, LLC | 0.02% | Add +14.3% | 3,932 | $341K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.0% | 3,862 | $335K |
| Triumph Capital Management | 0.06% | Reduce -2.4% | 3,840 | $333K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +0.0% | 3,791 | $329K |
| Greenspring Advisors, LLC | 0.02% | Add +7.8% | 3,778 | $328K |
| Bridgewater Advisors Inc. | 0.02% | Add +2.1% | 3,671 | $324K |
| Alan B Lancz & Associates, Inc. | 0.28% | No change | 3,700 | $321K |
| Income Insurance Ltd | 0.19% | No change | 3,689 | $321K |
| Evelyn Partners Group Ltd | 0.01% | — | 3,610 | $313K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -21.2% | 3,575 | $310K |
| Mutual Advisors, LLC | 0.01% | Add +2.0% | 3,549 | $308K |
| JCIC Asset Management Inc. | 0.09% | No change | 4,412 | $305K |
| Manske Wealth Management | 0.08% | Reduce -1.4% | 3,510 | $305K |
| Arq Wealth Advisors, LLC | 0.04% | No change | 3,476 | $304K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +215.2% | 3,492 | $303K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.1% | 3,471 | $301K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,465 | $301K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.5% | 3,460 | $300K |
| Swiss Re Ltd. | 0.03% | Add +742.2% | 3,453 | $300K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | No change | 3,420 | $297K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -42.3% | 3,419 | $297K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.9% | 3,398 | $295K |
| Benjamin Edwards Inc. | 0.00% | Add +1.5% | 3,375 | $293K |
| Jamison Private Wealth Management, Inc. | 0.03% | No change | 3,352 | $291K |
| Park Avenue Securities LLC | 0.00% | Add +6.3% | 3,353 | $291K |
| Peregrine Asset Advisers, Inc. | 0.06% | No change | 3,340 | $290K |
| Leuthold Group, LLC | 0.03% | No change | 3,300 | $287K |
| Natural Investments, LLC | 0.06% | Reduce -0.1% | 3,227 | $280K |
| United Capital Financial Advisors, LLC | 0.00% | Add +10.4% | 3,220 | $280K |
| MAI Capital Management | 0.00% | Add +134.7% | 3,150 | $274K |
| M&T Bank Corp | 0.00% | Reduce -53.4% | 3,137 | $272K |
| PCM Encore, LLC | 0.05% | Add +4.1% | 3,105 | $270K |
| OneAscent Family Office, LLC | 0.14% | New | 3,098 | $269K |
| TD Private Client Wealth LLC | 0.00% | Add +7843.6% | 3,098 | $269K |
| Fieldview Capital Management, LLC | 0.08% | New | 3,094 | $269K |
| Cromwell Holdings LLC | 0.12% | No change | 2,955 | $257K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 2,928 | $254K |
| Westbourne Investments, Inc. | 0.10% | New | 2,900 | $252K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 2,900 | $252K |
| Fiduciary Group, LLC | 0.02% | New | 2,847 | $247K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,803 | $243K |
| Venture Visionary Partners LLC | 0.01% | Reduce -30.4% | 2,800 | $243K |
| Win Advisors, Inc. | 0.09% | New | 2,756 | $239K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,739 | $238K |
| Jain Global LLC | 0.00% | New | 2,700 | $235K |
| World Investment Advisors | 0.00% | Reduce -45.3% | 3,332 | $235K |
| Riversedge Advisors, LLC | 0.03% | New | 2,700 | $234K |
| LSV Asset Management | 0.00% | No change | 2,700 | $234K |
| Choreo, LLC | 0.00% | New | 2,676 | $232K |
| Intrua Financial, LLC | 0.02% | New | 2,634 | $229K |
| Sivia Capital Partners, LLC | 0.03% | New | 2,587 | $225K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -8.1% | 2,475 | $215K |
| West Family Investments, Inc. | 0.06% | New | 2,467 | $214K |
| World Equity Group, Inc. | 0.05% | New | 2,464 | $214K |
| 55 North Private Wealth, LLC | 0.04% | New | 2,462 | $214K |
| SummitTX Capital, L.P. | 0.01% | New | 2,461 | $214K |
| Manchester Capital Management LLC | 0.03% | Reduce -3.8% | 2,458 | $213K |
| Seeds Investor LLC | 0.02% | New | 2,457 | $213K |
| SYM FINANCIAL Corp | 0.02% | New | 2,457 | $213K |
| MQS Management LLC | 0.26% | Reduce -76.8% | 2,456 | $213K |
| Braun-Bostich & Associates Inc. | 0.12% | New | 2,426 | $211K |
| Naples Global Advisors, LLC | 0.01% | New | 2,415 | $210K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.3% | 2,400 | $209K |
| Rehmann Capital Advisory Group | 0.01% | New | 2,400 | $208K |
| &partners | 0.00% | New | 2,383 | $207K |
| DRW Securities, LLC | 0.01% | New | 1,679 | $207K |
| CAP Partners, LLC | 0.10% | New | 2,340 | $203K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,338 | $203K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,949 | $169K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.6% | 1,773 | $154K |
| Walleye Capital LLC | 0.00% | Reduce -68.9% | 1,730 | $150K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +8310.0% | 1,682 | $146K |
| City State Bank | 0.03% | No change | 1,655 | $144K |
| Danske Bank A/S | 0.00% | No change | 1,618 | $140K |
| Clearstead Advisors, LLC | 0.00% | Add +58.0% | 1,580 | $137K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,579 | $137K |
| Dunhill Financial, LLC | 0.02% | No change | 1,371 | $119K |
| Polar Asset Management Partners Inc. | 0.00% | New | 1,356 | $117K |
| Tompkins Financial Corp. | 0.01% | No change | 1,300 | $113K |
| Eastern Bank | 0.00% | Add +223.4% | 1,271 | $110K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +33.7% | 1,227 | $106K |
| Larson Financial Group LLC | 0.00% | Reduce -7.5% | 1,213 | $105K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.4% | 1,139 | $99K |
| Allworth Financial LP | 0.00% | Reduce -24.1% | 1,103 | $96K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,040 | $90K |
| Independence Bank of Kentucky | 0.01% | No change | 1,005 | $87K |
| Colonial Trust Co / SC | 0.01% | Reduce -33.3% | 1,000 | $87K |
| NBT Bank, N.A. | 0.01% | No change | 1,000 | $87K |
| Fifth Third Bancorp | 0.00% | Add +30.1% | 947 | $82K |
| Bollard Group LLC | 0.00% | Add +0.1% | 919 | $80K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 900 | $78K |
| PlanVest Financial, Inc | 0.05% | No change | 888 | $77K |
| IFG Advisory, LLC | 0.00% | Add +48.5% | 817 | $71K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10.0% | 801 | $70K |
| Blue Trust, Inc. | 0.00% | Reduce -3.0% | 770 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 735 | $64K |
| North Star Investment Management Corp. | 0.00% | No change | 714 | $62K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 700 | $61K |
| Spire Wealth Management | 0.00% | Add +0.8% | 655 | $57K |
| Princeton Global Asset Management LLC | 0.01% | No change | 650 | $56K |
| Cypress Capital Management LLC (WY) | 0.04% | No change | 601 | $52K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 559 | $49K |
| Global Retirement Partners, LLC | 0.00% | — | 533 | $46K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 500 | $43K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 498 | $43K |
| Coston, McIsaac & Partners | 0.01% | No change | 501 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.1% | 478 | $42K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 471 | $41K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 469 | $41K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 467 | $41K |
| Delta Asset Management LLC | 0.00% | No change | 450 | $39K |
| Addison Advisors LLC | 0.02% | Reduce -85.7% | 445 | $39K |
| CoreCap Advisors, LLC | 0.00% | Add +1366.7% | 440 | $38K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 400 | $35K |
| Groupe la Francaise | 0.00% | Add +11.2% | 368 | $32K |
| Southern Michigan Bank & Trust | 0.01% | No change | 340 | $30K |
| NFSG Corp | 0.00% | Add +60.0% | 320 | $28K |
| LifeSteps Financial, Inc. | 0.01% | New | 300 | $26K |
| Crews Bank & Trust | 0.00% | No change | 300 | $26K |
| True Wealth Design, LLC | 0.01% | Reduce -11.0% | 291 | $25K |
| Private Trust Co. NA | 0.00% | No change | 289 | $25K |
| Bare Financial Services, Inc | 0.01% | Add +708.8% | 275 | $24K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 263 | $23K |
| Indiana Trust & Investment Management Co | 0.01% | New | 255 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +10.6% | 250 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 250 | $22K |
| Trust Co. of Vermont | 0.00% | — | 250 | $22K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 247 | $21K |
| SHP Wealth Management | 0.00% | Add +0.9% | 222 | $19K |
| RMG Wealth Management LLC | 0.00% | No change | 198 | $18K |
| Highline Wealth Partners LLC | 0.00% | No change | 204 | $18K |
| Bayban | 0.01% | No change | 200 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 200 | $17K |
| Coastline Trust Co | 0.00% | No change | 195 | $17K |
| GAMMA Investing LLC | 0.00% | No change | 190 | $17K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -95.5% | 184 | $16K |
| Cornerstone Financial Management LLC | 0.01% | Add +143.8% | 178 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 178 | $15K |
| SJS Investment Consulting Inc. | 0.00% | No change | 170 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 170 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +13.4% | 161 | $14K |
| Essential Partners LLC | 0.01% | No change | 142 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | New | 136 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 133 | $12K |
| Lipe & Dalton | 0.01% | No change | 125 | $11K |
| Crewe Advisors LLC | 0.00% | No change | 126 | $11K |
| Entrust Financial LLC | 0.01% | No change | 116 | $10K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -8.1% | 114 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $9K |
| Bayforest Capital Ltd | 0.01% | New | 103 | $9K |
| LOM Asset Management Ltd | 0.00% | Reduce -92.0% | 102 | $9K |
| Ankerstar Wealth, LLC | 0.01% | No change | 100 | $9K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 100 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 100 | $9K |
| Abound Wealth Management | 0.00% | Add +1.0% | 98 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 96 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -1.1% | 94 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | New | 85 | $7K |
| Kilter Group LLC | 0.00% | Add +147.1% | 84 | $7K |
| Advocate Investing Services LLC | 0.01% | No change | 75 | $7K |
| Penserra Capital Management LLC | 0.00% | No change | 78 | $6K |
| JNBA Financial Advisors | 0.00% | New | 69 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 63 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +14.0% | 57 | $5K |
| JPL Wealth Management, LLC | 0.00% | No change | 56 | $5K |
| Rossby Financial, LCC | 0.00% | Add +6.0% | 53 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 52 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 51 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 47 | $4K |
| Huntington National Bank | 0.00% | New | 41 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +95.0% | 39 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 36 | $3K |
| Stone House Investment Management, LLC | 0.00% | Add +47.6% | 31 | $3K |
| Financial Consulate, Inc. | 0.00% | Add +150.0% | 30 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -50.8% | 30 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 30 | $3K |
| LRI Investments, LLC | 0.00% | New | 29 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 28 | $2K |
| Vanguard National Trust Co | 0.00% | No change | 25 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 24 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 23 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 21 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +45.5% | 16 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 16 | $1K |
| Noble Wealth Management PBC | 0.00% | New | 16 | $1K |
| Marshall Investment Management, LLC | 0.00% | New | 13 | $1K |
| Trust Co | 0.00% | No change | 7 | $608 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 4 | $348 |
| High Note Wealth, LLC | 0.00% | No change | 4 | $347 |
| Creative Financial Designs Inc. | 0.00% | No change | 4 | $347 |
| Leonteq Securities AG | 0.00% | No change | 3 | $261 |
"% of holder's portfolio" is BNS's weight in each manager's 13F, not the share of Bank of Nova Scotia the manager owns.