BorgwarnerBWA

13F holders, Q2 2024 (June 30)
637holders −18
84new positions
100sold out
11famous investors
$32.25avg. 13F price*

At the end of Q2 2024, 637 institutions reported holding Borgwarner Inc. (BWA) in their 13F filings, down 18 from Q1 2024. 84 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($855.1M), BlackRock Inc. ($497.3M) and Victory Capital Management Inc. ($418.6M). 11 famous investors held it, including Bill Nygren (0.6% of Harris Associates (Oakmark Funds)'s portfolio), John W. Rogers Jr. (0.3% of Ariel Investments's portfolio) and Steve Cohen (0.3% of Point72 Asset Management's portfolio).

Company
Borgwarner Inc.
CUSIP
099724106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 655Q1 2024Q2 2024: 637Q2 2024Q3 2024: 609Q3 2024Q4 2024: 630Q4 2024Q1 2025: 569Q1 2025Q2 2025: 591Q2 2025Q3 2025: 641Q3 2025Q4 2025: 671Q4 2025Q1 2026: 715Q1 2026Q2 2026: 817Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions84$146.2M
Exits100$210.7M

All 13F filers, Q1 2024 → Q2 2024: 22,754,311 shares bought and 23,761,001 shares sold, net −1,006,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 637 holders

Vanguard Group Inc. 0.02% Reduce -0.8% 26,524,135 $855.1M
BlackRock Inc. 0.01% Reduce -14.8% 15,424,835 $497.3M
Victory Capital Management Inc. 0.43% Reduce -0.8% 12,984,292 $418.6M
Harris Associates (Oakmark Funds) 0.58% Add +0.2% 10,623,235 $342.5M
Dimensional Fund Advisors LP 0.07% Add +23.5% 8,628,733 $278.2M
State Street Corp. 0.01% Reduce -13.9% 8,426,427 $271.7M
Geode Capital Management, LLC 0.02% Add +2.8% 6,167,316 $198.6M
Invesco Ltd. 0.04% Add +1.7% 6,133,181 $197.7M
Alliancebernstein L.P. 0.06% Add +12.6% 5,477,958 $176.6M
Bank of America Corp. 0.02% Add +9.2% 5,006,640 $161.4M
Balyasny Asset Management L.P. 0.40% Add +336.6% 4,763,848 $153.6M
Citadel Advisors 0.14% Reduce -1.9% 4,237,402 $136.6M
Morgan Stanley 0.01% Add +6.1% 4,186,667 $135.0M
Earnest Partners LLC 0.60% Add +20.2% 3,979,776 $128.3M
Millennium Management 0.11% Add +89.5% 3,921,324 $126.4M
Turtle Creek Asset Management Inc. 3.24% Reduce -10.2% 3,900,780 $125.8M
LSV Asset Management 0.24% Add +0.2% 3,406,305 $109.8M
Nuveen Asset Management, LLC 0.03% Reduce -10.9% 3,050,291 $98.3M
American Century Companies Inc. 0.06% Reduce -30.3% 2,966,198 $95.6M
Point72 Asset Management 0.26% Add +361.1% 2,450,696 $79.0M
Hotchkis & Wiley Capital Management LLC 0.26% Add +0.1% 2,318,563 $74.8M
Sei Investments Co. 0.10% Add +17.1% 2,217,195 $71.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 2,186,334 $70.5M
Norges Bank 0.01% Reduce -11.9% 2,046,302 $66.0M
Northern Trust Corp. 0.01% Reduce -19.1% 2,005,719 $64.7M
Silvercrest Asset Management Group LLC 0.43% Reduce -2.4% 1,957,401 $63.1M
Bank of New York Mellon Corp 0.01% Reduce -1.3% 1,946,281 $62.7M
Ninety One UK Ltd 0.15% Reduce -4.2% 1,636,338 $52.8M
GMO 0.18% Reduce -35.0% 1,613,023 $52.0M
Frontier Capital Management Co. LLC 0.49% Add +8.0% 1,541,848 $49.7M
HSBC Holdings PLC 0.03% Add +86.0% 1,410,411 $45.6M
Jacobs Levy Equity Management, Inc. 0.19% Add +2.7% 1,388,416 $44.8M
Goldman Sachs Group Inc. 0.01% Add +20.6% 1,379,010 $44.5M
Evercore Wealth Management, LLC 0.64% Reduce -2.1% 1,253,627 $40.4M
Legal & General Group Plc 0.01% Reduce -28.3% 1,252,517 $40.4M
Mawer Investment Management Ltd. 0.18% Reduce -1.1% 1,168,042 $37.7M
Amundi 0.01% Reduce -19.7% 1,142,654 $36.8M
683 Capital Management, LLC 4.17% Reduce -13.7% 1,100,000 $35.5M
JPMorgan Chase & Co. 0.00% Add +36.1% 1,012,598 $32.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -30.4% 960,292 $31.0M
Ariel Investments 0.32% Reduce -7.6% 926,171 $29.9M
Great Lakes Advisors, LLC 0.25% Add +0.3% 869,304 $28.0M
Storebrand Asset Management As 0.09% Reduce -8.0% 855,270 $27.6M
Artisan Partners Limited Partnership 0.04% Reduce -0.7% 836,584 $27.0M
FMR LLC 0.00% Add +17.4% 805,758 $26.0M
AXA S.A. 0.08% Add +5.3% 797,079 $25.7M
Schonfeld Strategic Advisors LLC 0.20% Add +1277.4% 792,507 $25.6M
Jane Street Group, LLC 0.03% Add +320.6% 771,382 $24.9M
Todd Asset Management LLC 0.50% Reduce -0.6% 747,218 $24.1M
Retirement Systems of Alabama 0.08% Reduce -5.3% 663,416 $21.4M
Natixis Advisors, LLC 0.05% Add +33.5% 649,748 $20.9M
Robeco Institutional Asset Management B.V. 0.04% Reduce -7.3% 640,395 $20.6M
Sprucegrove Investment Management Ltd. 1.04% Add +1.3% 623,627 $20.1M
Deutsche Bank AG 0.01% Reduce -34.9% 605,729 $19.5M
Deprince Race & Zollo Inc. 0.41% New 576,551 $18.6M
Russell Investments Group, Ltd. 0.03% Reduce -4.6% 562,405 $18.1M
Wells Fargo & Company 0.00% Add +9.5% 558,570 $18.0M
Covalis Capital LLP 2.43% New 553,176 $17.8M
First Trust Advisors LP 0.02% Add +5.2% 550,957 $17.8M
T. Rowe Price Investment Management, Inc. 0.01% Add +45.3% 548,366 $17.7M
Leith Wheeler Investment Counsel Ltd. 1.43% Add +34.3% 514,650 $16.6M
Teachers Retirement System of the State of Kentucky 0.15% No change 511,275 $16.5M
UBS Group AG 0.01% Reduce -9.0% 507,982 $16.4M
Sequoia Financial Advisors, LLC 0.18% Reduce -7.7% 471,394 $15.2M
Adage Capital Partners Gp, L.L.C. 0.03% New 468,506 $15.1M
Swiss National Bank 0.01% Reduce -35.4% 454,684 $14.7M
STRS Ohio 0.06% Add +12.5% 450,000 $14.5M
AQR Capital Management 0.02% Add +35.3% 449,959 $14.4M
Biechele Royce Advisors 4.80% Add +3.8% 441,266 $14.2M
Rhumbline Advisers 0.01% Reduce -7.3% 438,449 $14.1M
California Public Employees Retirement System 0.01% Reduce -2.0% 433,561 $14.0M
Susquehanna International Group, LLP 0.02% Add +429.6% 430,966 $13.9M
Ameriprise Financial Inc. 0.00% Reduce -6.9% 427,318 $13.8M
New York State Common Retirement Fund 0.02% Add +6.6% 411,935 $13.3M
Prudential Financial Inc. 0.02% Add +8.0% 391,581 $12.6M
Barclays PLC 0.01% Reduce -49.8% 386,488 $12.5M
Gotham Asset Management 0.16% Reduce -2.5% 386,022 $12.4M
Wedge Capital Management L L P 0.21% Reduce -8.4% 375,754 $12.1M
Cambria Investment Management, L.P. 0.73% New 367,982 $11.9M
Shufro Rose & Co. LLC 0.97% Add +0.8% 367,951 $11.9M
Osborne Partners Capital Management, LLC 0.69% Add +0.8% 359,692 $11.6M
Kopion Asset Management, LLC 8.20% Reduce -4.0% 358,261 $11.6M
Qube Research & Technologies Ltd 0.02% Reduce -12.4% 358,228 $11.5M
GAMCO Investors 0.13% Reduce -0.1% 356,600 $11.5M
Twinbeech Capital LP 0.22% Add +198.7% 347,555 $11.2M
AE Wealth Management LLC 0.11% Add +9.7% 346,477 $11.2M
Bank of Montreal 0.00% Add +4.5% 301,623 $11.2M
T. Rowe Price Associates Inc. 0.00% Add +3.1% 338,715 $10.9M
Abn Amro Investment Solutions 0.20% Reduce -3.8% 337,276 $10.9M
State of Wisconsin Investment Board 0.03% Add +112.0% 335,289 $10.8M
Macquarie Group Ltd. 0.01% Reduce -3.0% 334,578 $10.8M
Erste Asset Management GmbH 0.13% Reduce -1.6% 307,769 $9.9M
Citigroup Inc. 0.01% Reduce -10.7% 299,635 $9.7M
Gabelli Funds LLC 0.07% No change 299,600 $9.7M
CORDA Investment Management, LLC. 0.77% Add +0.9% 293,730 $9.5M
Rheos Capital Works Inc. 0.48% Add +11.2% 287,100 $9.3M
AMF Tjanstepension AB 0.07% New 281,349 $9.1M
Alps Advisors Inc. 0.06% Add +15.9% 280,145 $9.0M
Trexquant Investment LP 0.13% New 270,443 $8.7M
KBC Group NV 0.03% Reduce -50.6% 264,100 $8.5M
Principal Financial Group Inc. 0.00% Reduce -3.4% 254,281 $8.2M
Swedbank AB 0.01% Reduce -37.9% 250,847 $8.1M
New York State Teachers Retirement System 0.02% Reduce -9.0% 239,282 $7.7M
Cubist Systematic Strategies, LLC 0.13% New 238,842 $7.7M
California State Teachers Retirement System 0.01% Reduce -27.5% 230,372 $7.4M
State Board of Administration of Florida Retirement System 0.01% Reduce -14.0% 228,811 $7.4M
First Trust Investment Solutions L.P. 1.03% Reduce -7.3% 226,507 $7.3M
HITE Hedge Asset Management LLC 0.72% New 226,191 $7.3M
Engineers Gate Manager LP 0.16% Add +177.3% 224,893 $7.3M
Bank of Nova Scotia 0.01% Add +633.3% 223,979 $7.2M
Treasurer of the State of North Carolina 0.03% Add +25.9% 215,461 $6.9M
Glenmede Trust Co. NA 0.03% Add +562.0% 211,023 $6.8M
BNP Paribas Financial Markets 0.01% Reduce -3.6% 205,946 $6.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.2% 200,446 $6.5M
Davis R M Inc. 0.13% Reduce -25.9% 197,144 $6.4M
Envestnet Asset Management Inc. 0.00% Add +1.9% 194,802 $6.3M
Parkside Investments, LLC 0.99% Reduce -2.4% 194,644 $6.3M
Edgestream Partners, L.P. 0.30% Add +191.2% 193,733 $6.2M
Leeward Investments, LLC - MA 0.28% Reduce -4.4% 190,226 $6.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -40.2% 187,577 $6.0M
Schroder Investment Management Group 0.01% Add +1037.3% 180,686 $5.8M
Man Group plc 0.02% Reduce -67.2% 178,487 $5.8M
MMCAP International Inc. SPC 0.81% Reduce -54.1% 178,258 $5.7M
Raymond James & Associates 0.00% Reduce -0.3% 177,837 $5.7M
Steigerwald, Gordon & Koch Inc. 0.68% Reduce -15.1% 173,039 $5.6M
D. E. Shaw & Co. 0.01% Add +277.8% 167,189 $5.4M
Cerity Partners LLC 0.01% Reduce -55.8% 165,039 $5.3M
Busey Bank 0.17% Add +5.3% 157,218 $5.1M
Elevation Point Wealth Partners, LLC 0.39% Reduce -12.8% 152,110 $4.9M
Goelzer Investment Management, Inc. 0.25% Add +38.5% 138,918 $4.5M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -9.3% 124,803 $4.5M
Verition Fund Management LLC 0.04% Add +85.8% 138,397 $4.5M
Sienna Gestion 0.39% Add +0.8% 135,753 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -29.1% 131,373 $4.2M
NorthCoast Asset Management LLC 0.04% Add +1.1% 129,477 $4.2M
Albar Capital Ltd 0.63% New 129,087 $4.2M
Bailard, Inc. 0.11% Add +2.6% 127,447 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.4% 125,584 $4.0M
Voya Investment Management LLC 0.00% Reduce -25.0% 124,919 $4.0M
Federated Hermes, Inc. 0.01% Reduce -5.0% 121,666 $3.9M
Y-Intercept (Hong Kong) Ltd 0.20% New 115,451 $3.7M
Janus Henderson Group PLC 0.00% Add +310.1% 115,079 $3.7M
Public Employees Retirement System of Ohio 0.01% Add +1.9% 115,061 $3.7M
Guggenheim Capital LLC 0.03% Add +96.4% 114,191 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 112,911 $3.6M
Royal Bank of Canada 0.00% Reduce -42.4% 108,122 $3.5M
Arbor Wealth Advisors LLC 3.43% No change 107,911 $3.5M
LBP Am SA 0.14% Reduce -30.7% 105,986 $3.4M
Peapack Gladstone Financial Corp. 0.05% Add +11.3% 105,269 $3.4M
Aberdeen Group plc 0.01% Add +3.3% 103,690 $3.3M
Point72 (DIFC) Ltd 0.29% New 103,055 $3.3M
Colonial Trust Advisors 0.32% Add +3.8% 102,260 $3.3M
HRT Financial LP 0.02% New 101,924 $3.3M
Lodge Hill Capital, LLC 1.02% New 100,000 $3.2M
PNC Financial Services Group, Inc. 0.00% Add +1.1% 98,115 $3.2M
Ballast Asset Management, LP 1.71% Add +6.4% 97,979 $3.2M
Commonwealth Equity Services, LLC 0.01% Add +1.2% 97,961 $3.2M
Keene & Associates, Inc. 2.56% Reduce -0.7% 97,240 $3.1M
Mariner, LLC 0.01% Add +3.1% 96,934 $3.1M
Toronto Dominion Bank 0.01% Reduce -29.7% 96,866 $3.1M
Algert Global LLC 0.10% New 96,373 $3.1M
Moon Capital Management LP 2.62% Reduce -52.4% 95,890 $3.1M
Point72 Italy, S.r.l. 1.29% Reduce -31.3% 92,697 $3.0M
Royal London Asset Management Ltd. 0.01% Reduce -0.6% 91,022 $2.9M
Alaska Permanent Fund Corp 0.04% Add +15.3% 81,445 $2.9M
US Bancorp \de 0.00% Add +1.5% 88,858 $2.9M
Comerica Bank 0.01% Add +0.7% 88,506 $2.9M
Dean Investment Associates, LLC 0.40% Add +20.5% 88,214 $2.8M
Crossmark Global Holdings, Inc. 0.05% Add +23.5% 87,434 $2.8M
Captrust Financial Advisors 0.01% Add +0.4% 87,346 $2.8M
Horan Capital Advisors, LLC. 0.98% Reduce -1.7% 86,636 $2.8M
Cullen Capital Management, LLC 0.03% Add +3.0% 86,614 $2.8M
Two Sigma Investments, LP 0.01% Reduce -87.7% 86,000 $2.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.23% Reduce -0.4% 85,900 $2.8M
Ensign Peak Advisors, Inc 0.01% Reduce -32.0% 84,774 $2.7M
Flputnam Investment Management Co. 0.05% Reduce -5.3% 83,226 $2.7M
Old North State Wealth Management, LLC 1.76% Add +0.4% 83,028 $2.7M
Conscious Wealth Investments, LLC 1.91% Add +0.6% 81,684 $2.7M
Fifth Third Bancorp 0.01% Add +27.1% 82,121 $2.6M
Nisa Investment Advisors, LLC 0.02% Reduce -0.0% 81,314 $2.6M
Lipe & Dalton 1.40% Add +14.1% 80,735 $2.6M
III Capital Management 1.21% Reduce -0.1% 80,302 $2.6M
PEAK6 Investments LLC 0.12% Add +40.8% 79,487 $2.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -39.7% 75,500 $2.4M
Quantinno Capital Management LP 0.04% Add +17.4% 75,362 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -88.7% 74,797 $2.4M
Amalgamated Bank 0.02% Reduce -8.8% 74,483 $2.4M
Paloma Partners Management Co 0.26% Add +707.8% 73,093 $2.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 73,000 $2.4M
Baldwin Investment Management, LLC 0.31% Add +47.1% 71,255 $2.3M
Van Eck Associates Corp. 0.00% Add +18.0% 68,979 $2.2M
Koss-Olinger Consulting, LLC 0.20% New 67,882 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -75.7% 66,870 $2.2M
Arizona State Retirement System 0.01% Add +0.0% 64,657 $2.1M
B.O.S.S. Retirement Advisors, LLC 0.53% Add +47.9% 64,596 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.6% 64,595 $2.1M
Franklin Resources Inc. 0.00% Reduce -6.6% 64,544 $2.1M
State of Michigan Retirement System 0.01% Reduce -25.0% 62,388 $2.0M
QRG Capital Management, Inc. 0.02% Reduce -27.4% 62,277 $2.0M
Ethic Inc. 0.05% Add +1.3% 61,832 $2.0M
Tower Research Capital LLC (TRC) 0.03% Add +318.1% 61,708 $2.0M
State of Tennessee, Department of Treasury 0.01% Reduce -4.3% 61,241 $2.0M
MetLife Investment Management, LLC 0.01% Add +12.9% 60,806 $2.0M
National Bank of Canada 0.00% Add +21.1% 61,907 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +13.6% 59,500 $1.9M
Pathstone Holdings, LLC 0.01% Add +46.4% 59,471 $1.9M
Spectrum Asset Management, Inc. (NB/CA) 0.88% Add +0.2% 59,141 $1.9M
Corebridge Financial, Inc. 0.01% — 58,231 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -44.3% 54,732 $1.8M
Allianz SE 0.05% No change 54,700 $1.8M
Teacher Retirement System of Texas 0.01% Add +809.1% 54,335 $1.8M
RNC Capital Management LLC 0.09% Add +5.0% 52,520 $1.7M
Black Creek Investment Management Inc. 0.06% No change 52,500 $1.7M
Sanctuary Advisors, LLC 0.01% — 50,638 $1.7M
Nia Impact Advisors, LLC 0.60% Reduce -4.5% 51,894 $1.7M
Pictet Asset Management Holding SA 0.00% Reduce -64.8% 51,833 $1.7M
ProShare Advisors LLC 0.00% Reduce -1.9% 51,512 $1.7M
Colonial Trust Co / SC 0.29% Add +4.8% 50,995 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.8% 50,045 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +24.2% 50,014 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.3% 49,369 $1.6M
Strengthening Families & Communities, LLC 0.46% Add +4.2% 49,267 $1.6M
LPL Financial LLC 0.00% Reduce -10.1% 48,988 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +7.9% 48,138 $1.6M
Kendall Capital Management 0.51% Add +2.4% 47,290 $1.5M
Twin Tree Management, LP 0.04% Reduce -75.6% 46,639 $1.5M
Point72 Asia (Singapore) Pte. Ltd. 0.31% New 46,093 $1.5M
Long Road Investment Counsel, LLC 0.65% No change 46,030 $1.5M
CHICAGO TRUST Co NA 0.29% Reduce -3.7% 44,971 $1.4M
Danske Bank A/S 0.01% Reduce -48.6% 44,612 $1.4M
Baird Financial Group, Inc. 0.00% Reduce -17.1% 44,154 $1.4M
Acorn Financial Advisory Services Inc. 0.27% Reduce -2.2% 44,153 $1.4M
Corient Private Wealth LP 0.00% Add +11.4% 43,860 $1.4M
AMG National Trust Bank 0.04% Add +0.4% 43,583 $1.4M
Czech National Bank 0.02% Add +7.4% 43,417 $1.4M
TD Asset Management Inc 0.00% Reduce -39.6% 43,005 $1.4M
SG Americas Securities, LLC 0.01% Add +59.2% 42,729 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -21.8% 40,605 $1.3M
Cibc World Markets Corp. 0.01% Add +73.9% 40,396 $1.3M
Bessemer Group Inc. 0.00% Add +1.9% 39,938 $1.3M
Johnson Financial Group, Inc. 0.06% Add +209.2% 39,541 $1.3M
Power Wealth Management LLC 0.61% Add +147.3% 39,400 $1.3M
Public Sector Pension Investment Board 0.01% New 38,707 $1.2M
Utah Retirement Systems 0.01% Reduce -6.0% 37,923 $1.2M
Twelve Points Wealth Management LLC 0.43% Add +10.9% 37,796 $1.2M
NewEdge Advisors, LLC 0.01% Add +28.5% 37,655 $1.2M
LifePlan Financial, LLC 1.12% Add +8.8% 37,597 $1.2M
Centiva Capital, LP 0.06% New 37,588 $1.2M
Dynamic Technology Lab Private Ltd 0.13% New 36,850 $1.2M
Janney Montgomery Scott LLC 0.00% Add +8.6% 35,876 $1.2M
UniSuper Management Pty Ltd 0.01% Add +15.8% 35,815 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -3.8% 35,460 $1.1M
Boothbay Fund Management, LLC 0.04% Reduce -0.2% 35,058 $1.1M
Boomfish Wealth Group, LLC 0.73% Add +2.3% 34,908 $1.1M
Graham Capital Management, L.P. 0.07% New 34,799 $1.1M
Oppenheimer Asset Management Inc. 0.01% Add +40.6% 34,795 $1.1M
Lecap Asset Management Ltd. 0.24% New 33,848 $1.1M
CSM Advisors, LLC 0.08% No change 33,789 $1.1M
Handelsbanken Fonder AB 0.00% Reduce -20.3% 33,431 $1.1M
Sciencast Management LP 0.37% New 33,252 $1.1M
Stifel Financial Corp. 0.00% Reduce -16.7% 33,028 $1.1M
Teza Capital Management LLC 0.13% New 33,018 $1.1M
Community Bank, N.A. 0.14% Reduce -14.6% 33,025 $1.1M
Cresset Asset Management, LLC 0.00% Add +24.4% 33,009 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -54.5% 32,406 $1.0M
Davis Investment Partners, LLC 0.43% Add +53.0% 31,496 $1.0M
Quadrature Capital Ltd 0.02% Add +291.7% 32,171 $1.0M
Virtu Financial LLC 0.07% New 31,526 $1.0M
Edmp, Inc. 0.92% No change 31,498 $1.0M
Tidal Investments LLC 0.01% Reduce -12.3% 31,497 $1.0M
AlphaQuest LLC 0.14% Add +196156.3% 31,401 $1.0M
Vident Advisory, LLC 0.03% Add +60.8% 31,352 $1.0M
New York Life Investment Management LLC 0.01% Reduce -0.2% 30,678 $989K
Meiji Yasuda Asset Management Co Ltd. 0.04% New 30,570 $986K
Jade Capital Advisors, LLC 0.68% Add +100.0% 30,000 $967K
CIBC Asset Management Inc 0.00% Reduce -9.4% 29,548 $953K
Vanguard Personalized Indexing Management, LLC 0.02% Add +34.4% 29,378 $947K
Atria Investments, Inc 0.01% New 29,335 $946K
Mutual of America Capital Management LLC 0.01% Reduce -4.6% 28,753 $927K
Savant Capital, LLC 0.01% Add +210.3% 28,561 $921K
Allianz Asset Management GmbH 0.00% Add +125.1% 28,519 $919K
Walleye Capital LLC 0.01% Add +183.9% 28,148 $907K
Cullen/Frost Bankers, Inc. 0.01% No change 27,849 $898K
HighTower Advisors, LLC 0.00% Add +5.2% 27,184 $884K
Wellington Management Group LLP 0.00% Reduce -22.4% 27,235 $878K
Creative Planning 0.00% Add +4.9% 26,641 $859K
Ieq Capital, LLC 0.01% Add +76.2% 26,482 $854K
1832 Asset Management L.P. 0.00% Reduce -20.5% 26,412 $852K
Squarepoint Ops LLC 0.00% Reduce -69.0% 25,961 $837K
Xponance LLC 0.01% Reduce -31.6% 25,344 $817K
Gsa Capital Partners LLP 0.06% Add +236.4% 25,305 $816K
Cetera Investment Advisers 0.00% Reduce -7.4% 25,197 $812K
Triangle Securities Wealth Management 0.23% Reduce -17.8% 25,044 $807K
ABN AMRO Bank N.V. 0.01% New 24,800 $807K
Scotia Capital Inc. 0.00% Reduce -21.6% 25,001 $806K
State of Alaska, Department of Revenue 0.01% Reduce -55.0% 24,935 $803K
BNP Paribas 0.04% No change 24,899 $803K
Walleye Trading LLC 0.02% New 24,778 $799K
Schechter Investment Advisors, LLC 0.06% Reduce -0.1% 24,761 $798K
Rafferty Asset Management, LLC 0.00% Add +3.7% 24,369 $786K
Laurion Capital Management LP 0.03% New 24,225 $781K
South Dakota Investment Council 0.02% No change 24,037 $775K
Eagle Asset Management Inc. 0.00% Reduce -3.0% 24,570 $774K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.3% 23,751 $766K
LMR Partners LLP 0.02% New 23,479 $757K
Investors Research Corp 0.18% Reduce -0.8% 23,380 $754K
Qsemble Capital Management, LP 0.14% Add +31.1% 22,582 $728K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +14.8% 22,045 $711K
Commerce Bank 0.00% Reduce -3.5% 21,747 $701K
Campbell & CO Investment Adviser LLC 0.06% Reduce -0.2% 21,566 $695K
Seven Eight Capital, LP 0.07% New 21,457 $692K
Exchange Traded Concepts, LLC 0.02% Add +4.7% 21,426 $691K
Pacer Advisors, Inc. 0.00% Reduce -6.3% 21,265 $686K
Cornell Pochily Investment Advisors, Inc. 0.26% Reduce -3.5% 21,181 $683K
Malaga Cove Capital, LLC 0.27% Reduce -0.9% 20,737 $669K
Two Sigma Securities, LLC 0.03% New 20,469 $660K
MML Investors Services, LLC 0.00% Reduce -3.4% 20,377 $657K
Jump Financial, LLC 0.01% Reduce -2.0% 20,276 $654K
Ontario Teachers Pension Plan Board 0.01% Reduce -35.7% 19,920 $642K
Credit Agricole S A 0.00% Reduce -54.4% 19,896 $641K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -92.2% 19,788 $638K
Lazard Asset Management LLC 0.00% Add +72.9% 19,646 $633K
Baron Wealth Management LLC 0.33% No change 19,600 $632K
Park Place Capital Corp 0.20% Reduce -0.4% 19,593 $632K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.5% 19,591 $632K
Merit Financial Group, LLC 0.01% Reduce -8.0% 19,474 $628K
Perpetual Ltd 0.01% New 19,216 $620K
Renasant Bank 0.42% Add +1.4% 19,143 $617K
Fox Run Management, L.L.C. 0.12% New 19,132 $617K
Natixis 0.00% Reduce -91.7% 19,116 $616K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -38.1% 18,833 $607K
PAX Financial Group, LLC 0.12% Reduce -3.0% 18,560 $598K
Maryland State Retirement & Pension System 0.01% No change 17,803 $574K
Mizuho Securities USA LLC 0.01% New 17,566 $566K
Neuberger Berman Group LLC 0.00% Reduce -3.1% 17,515 $565K
First Hawaiian Bank 0.02% No change 17,434 $562K
IFP Advisors, Inc 0.02% Add +6.6% 17,350 $559K
Acadian Asset Management LLC 0.00% Reduce -95.7% 17,384 $559K
Moran Wealth Management, LLC 0.02% Add +14.3% 17,265 $557K
Kentucky Retirement Systems 0.02% Reduce -1.6% 17,169 $554K
Caprock Group, LLC 0.02% Add +143.0% 16,807 $542K
M&T Bank Corp 0.00% Add +8.2% 16,380 $528K
Empowered Funds, LLC 0.01% New 16,338 $527K
Alpha Omega Wealth Management LLC 0.10% Add +3.6% 16,249 $524K
Leonteq Securities AG 0.07% Reduce -27.6% 16,056 $518K
Blueshift Asset Management, LLC 0.17% New 15,962 $515K
Integrated Wealth Concepts LLC 0.01% Reduce -3.7% 15,957 $514K
Truist Financial Corp. 0.00% Reduce -10.6% 15,955 $514K
Point72 Hong Kong Ltd 0.03% New 15,861 $511K
Pinnacle Associates Ltd. 0.01% Reduce -3.8% 15,196 $490K
Praxis Investment Management Inc. 0.03% No change 14,870 $487K
Unison Advisors LLC 0.06% Add +0.3% 14,857 $479K
Waterloo Capital, L.P. 0.06% Add +0.7% 14,747 $475K
Brevan Howard Capital Management LP 0.03% New 14,680 $473K
Hartford Investment Management Co. 0.02% Reduce -1.3% 14,655 $472K
Trillium Asset Management, LLC 0.01% Add +3.4% 14,251 $460K
Wealthfront Advisers LLC 0.00% Reduce -3.8% 14,245 $459K
XTX Topco Ltd 0.04% Add +81.5% 14,122 $455K
Murphy Pohlad Asset Management LLC 0.19% No change 13,985 $451K
Advisory Services Network, LLC 0.01% Reduce -0.4% 13,941 $449K
Rockefeller Capital Management L.P. 0.00% Add +3.6% 13,751 $443K
Investment Management Corp of Ontario 0.01% Reduce -22.2% 13,414 $432K
Personal Cfo Solutions, LLC 0.07% Reduce -6.3% 13,313 $429K
Securian Asset Management, Inc. 0.01% Reduce -3.2% 13,100 $422K
Louisiana State Employees Retirement System 0.01% Reduce -3.7% 12,900 $416K
Avantax Advisory Services, Inc. 0.00% Reduce -42.8% 12,786 $412K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -95.7% 12,262 $395K
MAI Capital Management 0.00% Reduce -9.6% 12,176 $393K
Cwm, LLC 0.00% Add +51.3% 12,110 $390K
Logan Capital Management Inc. 0.02% No change 12,076 $389K
Dark Forest Capital Management LP 0.07% New 12,063 $389K
Tectonic Advisors LLC 0.03% Add +9.8% 11,939 $385K
New Mexico Educational Retirement Board 0.01% No change 11,850 $382K
Prudent Man Advisors, LLC 0.13% Add +2.3% 11,748 $379K
Allspring Global Investments Holdings, LLC 0.00% Add +0.1% 11,718 $378K
Mackenzie Financial Corp. 0.00% Reduce -8.6% 11,667 $376K
Achmea Investment Management B.V. 0.01% Reduce -73.2% 11,531 $372K
Cibc World Market Inc. 0.00% Reduce -36.2% 11,474 $370K
Readystate Asset Management LP 0.03% New 11,202 $361K
180 Wealth Advisors, LLC 0.06% Reduce -16.1% 10,889 $361K
Prospera Financial Services Inc 0.01% Add +3.9% 11,105 $358K
American Trust 0.03% Add +24.1% 11,097 $358K
Arkadios Wealth Advisors 0.02% Reduce -12.8% 11,043 $356K
Blue Trust, Inc. 0.00% Add +81.7% 10,194 $354K
Vantage Consulting Group Inc 0.26% Reduce -2.9% 10,802 $348K
Johnson Investment Counsel Inc. 0.00% Reduce -10.8% 10,710 $345K
Burney Co./ 0.01% No change 10,700 $345K
Diligent Investors, LLC 0.08% Reduce -6.3% 10,450 $337K
Coldstream Capital Management Inc. 0.01% Add +68.7% 10,372 $334K
Advisors Asset Management, Inc. 0.01% Add +1.7% 10,308 $332K
DekaBank Deutsche Girozentrale 0.00% Reduce -68.0% 10,321 $329K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.5% 10,188 $328K
MeadowBrook Investment Advisors LLC 0.31% Reduce -0.3% 10,000 $322K
CSS LLC 0.07% Reduce -28.6% 10,000 $322K
Private Management Group Inc. 0.01% No change 10,000 $322K
HB Wealth Management, LLC 0.00% Add +22.4% 10,000 $322K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -90.2% 9,995 $320K
Simplex Trading, LLC 0.01% New 9,845 $317K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -62.6% 9,800 $316K
First Pacific Financial 0.08% Add +3.6% 9,763 $315K
Kestra Advisory Services, LLC 0.00% Reduce -13.2% 9,745 $314K
Occudo Quantitative Strategies LP 0.06% New 9,688 $312K
Thrivent Financial for Lutherans 0.00% Reduce -1.8% 9,625 $310K
CX Institutional 0.01% Add +18.1% 9,551 $308K
Beverly Hills Private Wealth, LLC 0.07% Reduce -1.6% 9,508 $307K
ClearAlpha Technologies LP 0.12% New 9,486 $306K
MainStreet Investment Advisors LLC 0.04% Add +7.8% 9,471 $305K
Wright Investors Service Inc. 0.08% Reduce -64.8% 9,385 $303K
Marshall Wace, LLP 0.00% New 9,157 $295K
Daiwa Securities Group Inc. 0.00% Reduce -60.2% 9,161 $295K
Stevens Capital Management LP 0.10% New 9,076 $293K
PFG Investments, LLC 0.02% Reduce -6.2% 9,021 $291K
Cullen Investment Group, LTD. 0.05% Add +0.2% 8,998 $290K
Guyasuta Investment Advisors Inc. 0.02% No change 8,000 $287K
Aviva PLC 0.00% Reduce -95.5% 8,816 $284K
Caxton Associates LP 0.01% Reduce -83.2% 8,764 $283K
Banque Cantonale Vaudoise 0.01% New 8,627 $278K
Blair William & Co. 0.00% Reduce -8.1% 8,462 $273K
Envestnet Portfolio Solutions, Inc. 0.00% Add +18.9% 8,444 $272K
Jefferies Financial Group Inc. 0.01% New 8,419 $271K
NorthCrest Asset Manangement, LLC 0.01% Add +0.4% 8,281 $267K
Bridgewater Associates 0.00% Reduce -95.4% 8,221 $265K
Prelude Capital Management, LLC 0.02% Add +4.1% 8,209 $265K
Axq Capital, LP 0.06% New 8,201 $264K
White Pine Investment CO 0.08% Reduce -90.0% 8,200 $264K
Inspire Investing, LLC 0.03% Reduce -35.9% 8,166 $263K
OMERS ADMINISTRATION Corp 0.00% New 8,152 $263K
Oak Thistle LLC 0.20% New 8,151 $263K
Horan Securities, Inc. 0.11% Add +0.0% 8,120 $262K
City Center Advisors, LLC 0.31% No change 7,500 $261K
Journey Advisory Group, LLC 0.03% New 8,074 $260K
Park Avenue Securities LLC 0.00% Add +0.1% 8,026 $259K
Central Pacific Bank - Trust Division 0.03% No change 8,000 $258K
Williams Jones Wealth Management, LLC. 0.00% No change 7,959 $257K
Norinchukin Bank, The 0.01% Add +0.6% 7,919 $255K
Empirical Finance, LLC 0.02% Reduce -6.8% 7,885 $254K
Hanson & Doremus Investment Management 0.04% Reduce -15.2% 7,889 $254K
Swiss Life Asset Management Ltd 0.00% Reduce -25.0% 7,869 $254K
Fort Washington Investment Advisors Inc. 0.00% No change 7,782 $251K
Fortis Advisors, LLC 0.18% No change 7,750 $250K
Mengis Capital Management, Inc. 0.05% Reduce -4.9% 7,750 $250K
First Trust Direct Indexing L.P. 0.02% Add +4.7% 7,713 $249K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -6.8% 7,662 $247K
United Capital Financial Advisors, LLC 0.00% Reduce -2.0% 7,659 $247K
Valeo Financial Advisors, LLC 0.01% Reduce -7.9% 7,655 $247K
Greenleaf Trust 0.00% Add +20.3% 7,384 $238K
Paragon Capital Management Ltd 0.04% New 7,377 $238K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -3.1% 7,349 $237K
Independent Advisor Alliance 0.01% Reduce -11.0% 7,340 $237K
RMR Wealth Builders 0.03% Reduce -0.1% 7,288 $235K
Innealta Capital, LLC 0.08% Reduce -0.4% 7,271 $234K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.6% 7,251 $234K
EntryPoint Capital, LLC 0.11% Add +342.5% 7,240 $233K
Nebula Research & Development LLC 0.04% New 7,180 $231K
NEOS Investment Management LLC 0.01% New 7,076 $228K
IFG Advisory, LLC 0.01% New 6,916 $223K
First Community Trust NA 0.19% No change 6,909 $223K
DoubleLine ETF Adviser LP 0.06% New 6,827 $220K
Jones Financial Companies LLLP 0.00% Add +678900.0% 6,790 $219K
Ariadne Wealth Management, LP 0.17% — 4,700 $219K
Clarus Wealth Advisors 0.12% Add +3.9% 6,747 $217K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.1% 6,626 $214K
Rothschild Investment LLC 0.01% Add +1.3% 6,570 $212K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -5.1% 6,550 $211K
Rakuten Investment Management, Inc. 0.00% Add +5.5% 6,567 $210K
Private Advisor Group, LLC 0.00% Reduce -7.4% 6,501 $210K
Forum Financial Management, LP 0.00% Add +0.1% 6,442 $208K
Financial Strategies Group, Inc. 0.05% New 6,534 $207K
Olympiad Research LP 0.15% New 6,409 $207K
Westhampton Capital, LLC 0.11% No change 6,400 $206K
Foster & Motley Inc. 0.01% Reduce -16.0% 6,363 $205K
Nomura Asset Management Co. Ltd. 0.00% Reduce -90.6% 6,113 $197K
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.00% — 6,011 $194K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -73.4% 5,748 $185K
Dynamic Wealth Strategies, LLC 0.16% Add +0.3% 5,700 $184K
Castleark Management LLC 0.01% No change 5,574 $180K
Oakworth Capital, Inc. 0.01% Add +15.2% 5,529 $178K
Wahed Invest LLC 0.03% Add +12.2% 5,101 $164K
Paradigm Asset Management Co. LLC 0.04% New 4,700 $152K
First Horizon Advisors, Inc. 0.00% Add +1.0% 4,480 $144K
Horizon Investments, LLC 0.00% Add +0.3% 4,388 $141K
SYSTM Wealth Solutions LLC 0.03% No change 4,335 $140K
Redwood Wealth Management Group, LLC 0.10% New 4,121 $133K
CI Investments Inc. 0.00% Reduce -13.1% 3,930 $127K
Summit Securities Group LLC 0.05% New 3,806 $123K
Benjamin F. Edwards & Company, Inc. 0.00% No change 3,774 $122K
Capital Analysts, LLC 0.01% Reduce -23.3% 3,712 $120K
Asset Management One Co., Ltd. 0.00% Reduce -95.9% 3,485 $112K
Concourse Financial Group Securities, Inc. 0.01% Add +22.6% 3,171 $102K
Global Trust Asset Management, LLC 0.04% Reduce -24.7% 3,106 $100K
Covestor Ltd 0.06% Reduce -0.7% 3,028 $98K
Signaturefd, LLC 0.00% Add +0.2% 3,036 $98K
Parallel Advisors, LLC 0.00% Add +20.1% 2,993 $96K
Quarry LP 0.04% New 2,988 $96K
CIBC Private Wealth Group LLC 0.00% Add +33.9% 3,020 $95K
Ashton Thomas Private Wealth, LLC 0.01% New 2,871 $93K
GAMMA Investing LLC 0.01% Add +76.6% 2,806 $90K
Smartleaf Asset Management LLC 0.01% Add +2.4% 2,823 $90K
Fuller & Thaler Asset Management, Inc. 0.00% Add +61.4% 2,630 $85K
Quadrant Capital Group LLC 0.01% Reduce -4.5% 2,553 $82K
Studio Investment Management LLC 0.02% Add +43.4% 2,503 $81K
Ameritas Investment Partners, Inc. 0.00% No change 2,485 $80K
Quent Capital, LLC 0.01% Add +3.3% 2,319 $75K
Anchor Investment Management, LLC 0.01% No change 2,300 $74K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 2,127 $69K
Estabrook Capital Management 0.01% Reduce -0.9% 1,894 $61K
Huntington National Bank 0.00% Add +5.0% 1,879 $61K
Denver PWM, LLC 0.02% New 1,712 $55K
Avior Wealth Management, LLC 0.00% Add +562.0% 1,708 $55K
Evermay Wealth Management LLC 0.01% No change 1,700 $55K
Farther Finance Advisors, LLC 0.00% Add +1.2% 1,663 $52K
Rosenberg Matthew Hamilton 0.01% No change 1,550 $49K
Whittier Trust Co. 0.00% Reduce -37.4% 1,508 $49K
Parkside Financial Bank & Trust 0.01% Add +4.6% 1,484 $48K
Global Retirement Partners, LLC 0.00% Reduce -2.0% 1,470 $47K
CENTRAL TRUST Co 0.00% Reduce -34.0% 1,406 $45K
JFS Wealth Advisors, LLC 0.00% Add +0.3% 1,386 $45K
Family Firm, Inc. 0.01% New 1,361 $44K
TD Private Client Wealth LLC 0.00% Add +27.6% 1,308 $42K
Principal Securities, Inc. 0.00% Add +25.4% 1,231 $40K
Gradient Investments LLC 0.00% Add +1117.2% 1,205 $39K
Hilltop National Bank 0.01% Add +11.1% 1,126 $36K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -6.0% 1,116 $36K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,102 $36K
Olistico Wealth, LLC 0.02% New 1,078 $35K
Lindbrook Capital, LLC 0.00% Add +46.3% 995 $32K
Sentry Investment Management LLC 0.01% New 1,003 $32K
TD Waterhouse Canada Inc. 0.00% Reduce -6.4% 1,000 $31K
Resona Asset Management Co.,Ltd. 0.00% Reduce -98.8% 976 $31K
Spire Wealth Management 0.00% Add +3.8% 965 $31K
Mather Group, Llc. 0.00% Reduce -28.5% 885 $31K
Bruce G. Allen Investments, LLC 0.03% Reduce -3.4% 953 $31K
LRI Investments, LLC 0.00% Add +2685.3% 947 $31K
Sound Income Strategies, LLC 0.00% Reduce -2.7% 901 $29K
Acuitas Investments, LLC 0.02% Reduce -30.8% 900 $29K
Montag A & Associates Inc. 0.00% Reduce -52.6% 900 $29K
Riverview Trust Co 0.03% No change 875 $28K
Lanark Financial, Inc. 0.00% Add +0.1% 838 $27K
UMB Bank, n.a. 0.00% Reduce -5.8% 821 $26K
Altshuler Shaham Ltd 0.00% Reduce -6.9% 798 $26K
Deseret Mutual Benefit Administrators 0.01% No change 762 $25K
Trust Co. of Vermont 0.00% No change 732 $24K
Steward Partners Investment Advisory, LLC 0.00% Add +14.3% 726 $23K
Optimum Investment Advisors 0.01% No change 698 $23K
Harbour Investments, Inc. 0.00% Add +0.3% 671 $22K
Front Row Advisors LLC 0.01% No change 669 $22K
Westside Investment Management, Inc. 0.00% No change 640 $21K
AdvisorNet Financial, Inc 0.00% Add +1.2% 592 $19K
Meeder Asset Management Inc. 0.00% Reduce -52.0% 576 $19K
Cromwell Holdings LLC 0.01% — 506 $16K
MV Capital Management, Inc. 0.00% Add +88.0% 502 $16K
Asset Dedication, LLC 0.00% No change 499 $16K
Clearstead Advisors, LLC 0.00% New 494 $16K
Assetmark, Inc. 0.00% Reduce -1.5% 469 $15K
HM Payson & Co. 0.00% Reduce -79.7% 463 $15K
Princeton Global Asset Management LLC 0.00% No change 430 $14K
Sunbelt Securities, Inc. 0.00% No change 430 $14K
EverSource Wealth Advisors, LLC 0.00% Reduce -44.2% 389 $14K
Zions Bancorporation, N.A. 0.00% Add +0.5% 412 $13K
Mfa Wealth Advisors, LLC 0.00% New 408 $13K
Catalyst Funds Management Pty Ltd 0.00% Reduce -96.8% 400 $13K
Partnership Wealth Management, LLC 0.01% Reduce -40.9% 390 $13K
Global X Japan Co., Ltd. 0.00% Reduce -13.9% 371 $12K
Harbor Investment Advisory, LLC 0.00% Reduce -12.0% 366 $12K
Janiczek Wealth Management, LLC 0.00% Reduce -2.2% 356 $11K
Geneos Wealth Management Inc. 0.00% Reduce -8.8% 333 $11K
Allworth Financial LP 0.00% Reduce -40.9% 317 $10K
Mechanics Financial Corp 0.01% Add +8.8% 310 $10K
Sittner & Nelson, LLC 0.00% No change 300 $10K
Dunhill Financial, LLC 0.01% Add +1285.7% 291 $9K
Venturi Wealth Management, LLC 0.00% New 282 $9K
MCF Advisors LLC 0.00% No change 281 $9K
Peregrine Capital Management LLC 0.00% No change 255 $8K
Picton Mahoney Asset Management 0.00% New 252 $8K
Aspire Private Capital, LLC 0.00% Reduce -28.6% 240 $8K
Private Wealth Management Group, LLC 0.00% Add +387.2% 229 $7K
First Personal Financial Services 0.00% No change 225 $7K
Coppell Advisory Solutions LLC 0.00% — 225 $7K
Rogco, LP 0.00% Reduce -31.1% 221 $7K
Raleigh Capital Management Inc. 0.00% Add +18.9% 220 $7K
Bell Investment Advisors, Inc 0.00% Reduce -6.2% 212 $7K
Crewe Advisors LLC 0.00% No change 210 $7K
Eagle Bay Advisors LLC 0.00% No change 204 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 200 $6K
RFP Financial Group LLC 0.00% No change 188 $6K
AlphaMark Advisors, LLC 0.00% No change 200 $6K
GHP Investment Advisors, Inc. 0.00% No change 185 $6K
Versant Capital Management, Inc 0.00% No change 183 $6K
Bokf, NA 0.00% Reduce -39.0% 172 $6K
IAG Wealth Partners, LLC 0.00% No change 160 $5K
Farmers & Merchants Investments Inc. 0.00% No change 145 $5K
Prestige Wealth Management Group LLC 0.00% Add +88.2% 143 $5K
Hantz Financial Services, Inc. 0.00% No change 119 $4K
GW&K Investment Management, LLC 0.00% Add +290.0% 117 $4K
Arax Advisory Partners 0.00% New 121 $4K
WASHINGTON TRUST Co 0.00% Add +25.5% 118 $4K
Proffitt & Goodson Inc. 0.00% Reduce -47.9% 109 $4K
Sachetta, LLC 0.00% Add +12.9% 105 $3K
Brown Brothers Harriman & Co. 0.00% No change 100 $3K
WealthCollab, LLC 0.00% New 94 $3K
Tsfg, LLC 0.00% No change 96 $3K
Chilton Capital Management LLC 0.00% Add +287.5% 93 $3K
Fortitude Family Office, LLC 0.00% No change 88 $3K
Camelot Portfolios, LLC 0.00% New 86 $3K
Ancora Advisors LLC 0.00% No change 82 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 80 $3K
Fairway Wealth LLC 0.00% New 79 $3K
Frazier Financial Advisors, LLC 0.00% No change 74 $2K
Semmax Financial Advisors Inc. 0.00% New 74 $2K
FinTrust Capital Advisors, LLC 0.00% No change 64 $2K
PrairieView Partners, LLC 0.00% No change 64 $2K
Grove Bank & Trust 0.00% Reduce -94.7% 59 $2K
Key Financial Inc 0.00% No change 50 $2K
SJS Investment Consulting Inc. 0.00% Add +9.8% 45 $1K
Financial Network Wealth Advisors LLC 0.00% New 44 $1K
Valued Wealth Advisors LLC 0.00% Reduce -8.5% 43 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 40 $1K
TFC Financial Management, Inc. 0.00% Add +169.2% 35 $1K
Baldwin Wealth Partners LLC 0.00% New 34 $1K
Glen Eagle Advisors, LLC 0.00% No change 34 $1K
Valley National Advisers Inc. 0.00% Reduce -55.6% 60 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -36.4% 21 $1K
Raffa Wealth Management, LLC 0.00% No change 23 $742
Toth Financial Advisory Corp. 0.00% No change 22 $710
Provenance Wealth Advisors, LLC 0.00% No change 22 $709
Cypress Capital, LLC 0.00% New 20 $645
Pineridge Advisors LLC 0.00% No change 19 $613
Carolinas Wealth Consulting LLC 0.00% Add +35.7% 19 $613
Mark Sheptoff Financial Planning, LLC 0.00% No change 18 $580
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 16 $515
Unique Wealth Strategies, LLC 0.00% New 10 $347
Lynx Investment Advisory 0.00% — 8 $269
Opal Wealth Advisors, LLC 0.00% New 7 $226
Larson Financial Group LLC 0.00% No change 5 $154
Abich Financial Wealth Management LLC 0.00% No change 3 $97
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $64
Avion Wealth 0.00% New 26 $0

"% of holder's portfolio" is BWA's weight in each manager's 13F, not the share of Borgwarner Inc. the manager owns.