BorgwarnerBWA
13F holders, Q1 2025 (March 31)569holders −61
70new positions
133sold out
10famous investors
$28.75avg. 13F price*
At the end of Q1 2025, 569 institutions reported holding Borgwarner Inc. (BWA) in their 13F filings, down 61 from Q4 2024. 70 opened new positions and 133 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($720.7M) and Harris Associates (Oakmark Funds) ($337.4M). 10 famous investors held it, including Bill Nygren (0.6% of Harris Associates (Oakmark Funds)'s portfolio), John W. Rogers Jr. (0.2% of Ariel Investments's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Borgwarner Inc.
- CUSIP
- 099724106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $140.5M |
| Exits | 133 | $212.7M |
All 13F filers, Q4 2024 → Q1 2025: 38,674,674 shares bought and 35,031,955 shares sold, net +3,642,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 569 holders
| BlackRock, Inc. | 0.02% | Add +100.4% | 35,169,256 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -1.9% | 25,155,076 | $720.7M |
| Harris Associates (Oakmark Funds) | 0.57% | Add +0.3% | 11,778,269 | $337.4M |
| Dimensional Fund Advisors LP | 0.08% | Add +2.5% | 11,568,627 | $331.4M |
| Victory Capital Management Inc. | 0.29% | Reduce -21.2% | 9,602,886 | $275.1M |
| State Street Corp. | 0.01% | Reduce -13.0% | 7,252,818 | $207.8M |
| LSV Asset Management | 0.41% | Add +36.7% | 5,889,080 | $168.7M |
| Alliancebernstein L.P. | 0.05% | Reduce -14.7% | 5,100,083 | $146.1M |
| Turtle Creek Asset Management Inc. | 3.38% | Add +3.0% | 4,199,489 | $120.3M |
| Bank of America Corp. | 0.01% | Add +3.1% | 3,999,410 | $114.6M |
| Earnest Partners LLC | 0.54% | Reduce -0.5% | 3,909,480 | $112.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -29.6% | 3,822,904 | $109.6M |
| American Century Companies Inc. | 0.07% | Add +1.6% | 3,716,576 | $106.5M |
| Morgan Stanley | 0.01% | Add +4.3% | 3,670,838 | $105.2M |
| Hotchkis & Wiley Capital Management LLC | 0.27% | Reduce -0.3% | 2,786,707 | $79.8M |
| UBS Group AG | 0.02% | Add +15.4% | 2,691,062 | $77.1M |
| Silvercrest Asset Management Group LLC | 0.54% | Add +7.9% | 2,630,979 | $75.4M |
| Sei Investments Co. | 0.09% | Reduce -4.2% | 2,367,760 | $67.8M |
| Norges Bank | 0.01% | Add +11.9% | 2,188,644 | $62.7M |
| Swedbank AB | 0.08% | Add +28.2% | 2,075,456 | $59.5M |
| Millennium Management | 0.06% | Add +144.7% | 2,009,744 | $57.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -26.0% | 1,919,554 | $55.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -14.9% | 1,897,119 | $54.4M |
| Bank of New York Mellon Corp | 0.01% | Add +11.1% | 1,875,161 | $53.7M |
| FIFTHDELTA Ltd | 13.13% | New | 1,830,500 | $52.4M |
| Pacer Advisors, Inc. | 0.13% | Reduce -66.6% | 1,752,634 | $50.2M |
| Ninety One UK Ltd | 0.12% | Reduce -20.3% | 1,565,984 | $44.9M |
| Northern Trust Corp. | 0.01% | Reduce -25.2% | 1,548,266 | $44.4M |
| JPMorgan Chase & Co. | 0.00% | Add +114.6% | 1,522,832 | $43.6M |
| Fuller & Thaler Asset Management, Inc. | 0.16% | Add +13.1% | 1,469,802 | $42.1M |
| Qube Research & Technologies Ltd | 0.07% | Add +161.4% | 1,466,412 | $42.0M |
| Invesco Ltd. | 0.01% | Reduce -79.8% | 1,371,058 | $39.3M |
| HSBC Holdings PLC | 0.02% | Reduce -6.1% | 1,311,787 | $37.3M |
| Nuveen, LLC | 0.01% | — | 501,828 | $37.1M |
| Great Lakes Advisors, LLC | 0.32% | Add +54.8% | 1,242,588 | $35.6M |
| GMO | 0.11% | Add +2.6% | 1,182,047 | $33.9M |
| Principal Financial Group Inc. | 0.02% | Add +338.5% | 1,085,149 | $31.1M |
| Mawer Investment Management Ltd. | 0.14% | Reduce -4.2% | 1,035,577 | $29.7M |
| Leith Wheeler Investment Counsel Ltd. | 2.01% | New | 1,011,831 | $29.0M |
| Todd Asset Management LLC | 0.67% | Add +0.6% | 997,870 | $28.6M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +19.6% | 988,324 | $28.3M |
| Deprince Race & Zollo Inc. | 0.56% | Add +56.1% | 936,485 | $26.8M |
| FMR LLC | 0.00% | Reduce -9.6% | 905,463 | $25.9M |
| AQR Capital Management | 0.02% | Add +0.1% | 840,769 | $23.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.6% | 796,779 | $22.8M |
| Citadel Advisors | 0.02% | Reduce -29.2% | 763,079 | $21.9M |
| Ameriprise Financial Inc. | 0.01% | Add +86.6% | 760,820 | $21.8M |
| Bridgewater Associates | 0.10% | Add +20.0% | 716,439 | $20.5M |
| Teachers Retirement System of the State of Kentucky | 0.19% | Add +7.0% | 716,269 | $20.5M |
| AXA S.A. | 0.07% | Add +2.5% | 708,165 | $20.3M |
| Verition Fund Management LLC | 0.12% | Add +3962.5% | 702,453 | $20.1M |
| Legal & General Group Plc | 0.01% | Add +54.3% | 701,667 | $20.1M |
| Public Sector Pension Investment Board | 0.09% | Add +1121.2% | 693,551 | $19.9M |
| Amundi | 0.01% | Reduce -42.3% | 711,378 | $19.8M |
| Ariel Investments | 0.23% | Reduce -31.5% | 686,002 | $19.7M |
| First Trust Advisors LP | 0.02% | Reduce -26.7% | 675,537 | $19.4M |
| Point72 Asset Management | 0.05% | Reduce -60.6% | 618,017 | $17.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -29.0% | 593,592 | $17.0M |
| Cubist Systematic Strategies, LLC | 0.22% | New | 575,498 | $16.5M |
| Woodline Partners LP | 0.10% | Add +4140.3% | 556,924 | $16.0M |
| Rhumbline Advisers | 0.01% | Add +39.0% | 556,066 | $15.9M |
| Barclays PLC | 0.01% | Add +7.3% | 540,545 | $15.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -8.4% | 536,961 | $15.3M |
| Lodge Hill Capital, LLC | 3.56% | Add +21.9% | 525,770 | $15.1M |
| Citigroup Inc. | 0.01% | Add +112.1% | 525,135 | $15.0M |
| Jane Street Group, LLC | 0.03% | Add +35.9% | 524,512 | $15.0M |
| Storebrand Asset Management As | 0.05% | Reduce -19.8% | 507,027 | $14.5M |
| Gotham Asset Management | 0.12% | Add +30.1% | 489,941 | $14.0M |
| New York State Common Retirement Fund | 0.02% | Add +12.9% | 461,831 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 439,064 | $12.6M |
| Capital Fund Management S.A. | 0.16% | Add +630.5% | 433,438 | $12.4M |
| Glenmede Trust Co. NA | 0.07% | Add +5.8% | 427,336 | $12.2M |
| Swiss National Bank | 0.01% | Reduce -5.4% | 423,784 | $12.1M |
| California Public Employees Retirement System | 0.01% | Reduce -4.1% | 418,079 | $12.0M |
| AE Wealth Management LLC | 0.10% | Add +3.0% | 411,279 | $11.8M |
| Debussy Capital Management LP | 1.86% | Reduce -5.5% | 403,968 | $11.6M |
| Osborne Partners Capital Management, LLC | 0.62% | Add +1.9% | 372,949 | $10.7M |
| Kopion Asset Management, LLC | 8.15% | Add +7.8% | 365,620 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +26.2% | 358,011 | $10.3M |
| Walleye Capital LLC | 0.13% | Add +1375.8% | 351,482 | $10.1M |
| GAMCO Investors | 0.11% | Reduce -0.2% | 350,200 | $10.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +18.3% | 345,550 | $9.9M |
| Cambria Investment Management, L.P. | 0.69% | Reduce -9.2% | 345,285 | $9.9M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +695.8% | 344,028 | $9.9M |
| Wedge Capital Management L L P | 0.19% | Reduce -1.4% | 337,979 | $9.7M |
| Brevan Howard Capital Management LP | 0.28% | Add +533.8% | 337,715 | $9.7M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -26.7% | 333,000 | $9.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -2.3% | 327,658 | $9.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +76.5% | 311,757 | $8.9M |
| Erste Asset Management GmbH | 0.11% | Reduce -0.4% | 295,378 | $8.3M |
| Gabelli Funds LLC | 0.06% | Reduce -3.2% | 289,000 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 274,145 | $7.9M |
| KBC Group NV | 0.02% | Reduce -19.8% | 273,112 | $7.8M |
| Man Group plc | 0.02% | Add +142.6% | 267,171 | $7.7M |
| Rheos Capital Works Inc. | 0.60% | Reduce -10.1% | 258,100 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Add +71.5% | 255,268 | $7.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.1% | 228,701 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +201.1% | 227,627 | $6.5M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -13.9% | 225,500 | $6.5M |
| New York State Teachers Retirement System | 0.01% | Add +3.8% | 219,180 | $6.3M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +16.0% | 217,099 | $6.2M |
| Alps Advisors Inc. | 0.04% | Add +7.8% | 214,673 | $6.2M |
| Prudential Financial Inc. | 0.01% | Add +0.6% | 211,683 | $6.1M |
| IPG Investment Advisors LLC | 1.36% | New | 210,350 | $6.0M |
| Engineers Gate Manager LP | 0.10% | Add +476.3% | 210,275 | $6.0M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 210,087 | $6.0M |
| Edgestream Partners, L.P. | 0.19% | Reduce -7.8% | 195,601 | $5.6M |
| Van Eck Associates Corp. | 0.01% | Add +143.0% | 194,540 | $5.6M |
| Parkside Investments, LLC | 0.79% | Reduce -3.8% | 188,148 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -43.5% | 186,243 | $5.3M |
| MMCAP International Inc. SPC | 0.90% | Reduce -32.6% | 181,724 | $5.2M |
| Ruffer LLP | 0.20% | New | 178,152 | $5.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.0% | 177,648 | $5.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +303.1% | 176,250 | $5.0M |
| Busey Bank | 0.17% | Add +3.1% | 173,601 | $5.0M |
| Pinebridge Investments, L.P. | 0.04% | Add +416.5% | 169,697 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -50.5% | 161,112 | $4.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +4.9% | 161,073 | $4.6M |
| Moon Capital Management LP | 3.50% | Add +424.0% | 154,061 | $4.4M |
| State of Alaska, Department of Revenue | 0.05% | Add +185.3% | 148,170 | $4.2M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +13.6% | 147,053 | $4.2M |
| Leeward Investments, LLC - MA | 0.21% | Reduce -3.4% | 141,162 | $4.0M |
| III Capital Management | 1.43% | New | 140,000 | $4.0M |
| Steigerwald, Gordon & Koch Inc. | 0.44% | Reduce -21.5% | 137,564 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -50.4% | 134,807 | $3.9M |
| Goelzer Investment Management, Inc. | 0.22% | Add +1.2% | 131,474 | $3.8M |
| Federated Hermes, Inc. | 0.01% | Reduce -2.9% | 126,001 | $3.6M |
| Quantinno Capital Management LP | 0.02% | Add +24.1% | 125,309 | $3.6M |
| Drum Hill Capital, LLC | 4.19% | Add +0.2% | 124,015 | $3.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -69.6% | 120,456 | $3.5M |
| Illinois Municipal Retirement Fund | 0.05% | Add +35.0% | 113,641 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.9% | 110,633 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -25.5% | 110,479 | $3.2M |
| Arbor Wealth Advisors LLC | 2.78% | Add +1.1% | 108,607 | $3.1M |
| Comerica Bank | 0.01% | Add +12.4% | 105,853 | $3.0M |
| Dean Investment Associates, LLC | 0.44% | Add +6.4% | 104,596 | $3.0M |
| Louisiana State Employees Retirement System | 0.06% | Add +772.9% | 103,000 | $3.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.1% | 99,648 | $2.9M |
| Voya Investment Management LLC | 0.00% | Reduce -8.7% | 99,308 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -15.3% | 99,177 | $2.8M |
| Spire Wealth Management | 0.09% | Add +1331.7% | 97,899 | $2.8M |
| Barnes Dennig Private Wealth Management LLC | 4.24% | — | 97,879 | $2.8M |
| Elevation Point Wealth Partners, LLC | 0.24% | Add +56.8% | 96,526 | $2.8M |
| Cullen Capital Management, LLC | 0.03% | Add +3.8% | 94,968 | $2.7M |
| Ballast Asset Management, LP | 1.43% | Add +1.5% | 94,795 | $2.7M |
| Algert Global LLC | 0.07% | No change | 94,595 | $2.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -16.4% | 94,100 | $2.7M |
| Hudson Bay Capital Management LP | 0.02% | New | 91,980 | $2.6M |
| Agf Management Ltd. | 0.01% | Add +22.6% | 90,785 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -59.7% | 90,687 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -7.9% | 90,089 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Add +157.3% | 88,879 | $2.5M |
| Sprucegrove Investment Management Ltd. | 0.27% | Reduce -85.8% | 88,330 | $2.5M |
| Old North State Wealth Management, LLC | 1.39% | Add +5.4% | 87,132 | $2.5M |
| Squarepoint Ops LLC | 0.01% | New | 86,912 | $2.5M |
| Howard Capital Management, LLC | 0.06% | Add +2.3% | 86,758 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 86,179 | $2.5M |
| Lipe & Dalton | 1.30% | Add +0.3% | 80,875 | $2.3M |
| Alaska Permanent Fund Corp | 0.03% | No change | 81,445 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.1% | 79,390 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +12.3% | 78,955 | $2.3M |
| Walleye Trading LLC | 0.06% | New | 77,365 | $2.2M |
| Deutsche Bank AG | 0.00% | Reduce -94.2% | 76,123 | $2.2M |
| Black Creek Investment Management Inc. | 0.10% | Add +26.7% | 76,000 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +12.0% | 75,800 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.3% | 74,260 | $2.1M |
| Maryland State Retirement & Pension System | 0.05% | Add +536.7% | 74,027 | $2.1M |
| Ethic Inc. | 0.04% | Add +12.9% | 74,184 | $2.1M |
| HRT Financial LP | 0.01% | Add +25.8% | 73,863 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.3% | 73,792 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 73,064 | $2.1M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -94.0% | 71,006 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +49.9% | 70,427 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 67,902 | $1.9M |
| Amalgamated Bank | 0.02% | Add +57.5% | 66,088 | $1.9M |
| CWA Asset Management Group, LLC | 0.09% | Reduce -4.0% | 65,677 | $1.9M |
| Entropy Technologies, LP | 0.18% | New | 63,608 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -5.1% | 62,733 | $1.8M |
| Xponance LLC | 0.02% | Reduce -11.4% | 62,214 | $1.8M |
| Twelve Points Wealth Management LLC | 0.48% | Add +14.4% | 62,069 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -56.1% | 61,687 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | Reduce -7.3% | 61,326 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 60,400 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | New | 59,900 | $1.7M |
| Baldwin Investment Management, LLC | 0.20% | Reduce -27.4% | 58,310 | $1.7M |
| STRS Ohio | 0.01% | Reduce -87.6% | 58,076 | $1.7M |
| Dean Capital Management | 0.71% | Add +2.3% | 56,723 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -67.6% | 56,618 | $1.6M |
| Edmp, Inc. | 1.34% | Add +17.9% | 55,875 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -4.0% | 54,595 | $1.6M |
| Centiva Capital, LP | 0.09% | Add +73.2% | 53,862 | $1.5M |
| CSM Advisors, LLC | 0.08% | Reduce -2.7% | 53,424 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -18.8% | 52,370 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.5% | 52,333 | $1.5M |
| Power Wealth Management LLC | 0.60% | Add +12.7% | 52,069 | $1.5M |
| Tounjian Advisory Partners, LLC | 0.28% | — | 51,504 | $1.5M |
| CHICAGO TRUST Co NA | 0.28% | Add +26.4% | 51,381 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.3% | 51,321 | $1.5M |
| Dark Forest Capital Management LP | 0.07% | New | 51,004 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.2% | 50,847 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Reduce -22.9% | 50,483 | $1.4M |
| AMG National Trust Bank | 0.04% | Add +137.4% | 50,246 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +167.4% | 50,100 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +516.8% | 49,536 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.9% | 49,001 | $1.4M |
| Long Road Investment Counsel, LLC | 0.52% | Add +2.2% | 47,030 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.4% | 46,062 | $1.3M |
| Lecap Asset Management Ltd. | 0.31% | Add +381.4% | 46,038 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -22.6% | 45,988 | $1.3M |
| Scotia Capital Inc. | 0.01% | Add +4.3% | 45,883 | $1.3M |
| Bayesian Capital Management, LP | 0.21% | Add +255.1% | 45,100 | $1.3M |
| Kendall Capital Management | 0.38% | Reduce -4.8% | 44,905 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 44,288 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -22.7% | 44,052 | $1.3M |
| Clark Estates Inc. | 0.26% | New | 43,000 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.9% | 42,757 | $1.2M |
| Zurich Insurance Group Ltd | 0.01% | New | 42,700 | $1.2M |
| GAM Holding AG | 0.09% | Add +10.8% | 41,324 | $1.2M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.31% | Add +136.3% | 41,137 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +4.4% | 40,381 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.21% | Reduce -3.4% | 40,259 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -56.8% | 39,510 | $1.1M |
| Johnson Financial Group, Inc. | 0.06% | Reduce -1.7% | 39,330 | $1.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -19.5% | 38,913 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 38,831 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.6% | 38,311 | $1.1M |
| Wellington Management Group LLP | 0.00% | Reduce -58.2% | 38,216 | $1.1M |
| Convergence Investment Partners, LLC | 0.30% | New | 38,021 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -12.8% | 38,002 | $1.1M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -20.7% | 38,002 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -44.5% | 36,814 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -4.1% | 35,980 | $1.0M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +6.9% | 35,694 | $1.0M |
| PEAK6 LLC | 0.04% | Add +379.9% | 35,557 | $1.0M |
| CSS LLC | 0.20% | Add +153.2% | 35,246 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 34,814 | $997K |
| LifePlan Financial, LLC | 0.87% | Reduce -18.6% | 34,668 | $993K |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.1% | 32,895 | $942K |
| Choreo, LLC | 0.01% | Reduce -0.1% | 32,238 | $924K |
| Mutual of America Capital Management LLC | 0.01% | Add +21.5% | 31,844 | $912K |
| Boothbay Fund Management, LLC | 0.03% | New | 31,566 | $904K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -33.4% | 32,268 | $904K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -15.0% | 30,754 | $881K |
| Heron Bay Capital Management | 0.18% | New | 30,532 | $875K |
| EntryPoint Capital, LLC | 0.39% | New | 29,596 | $848K |
| Personal Cfo Solutions, LLC | 0.17% | Reduce -8.2% | 28,598 | $819K |
| Caxton Associates LLP | 0.03% | — | 28,394 | $813K |
| Corient Private Wealth LP | 0.00% | Reduce -25.7% | 28,348 | $812K |
| Atria Investments, Inc | 0.01% | Add +43.8% | 28,284 | $810K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.5% | 27,909 | $800K |
| MML Investors Services, LLC | 0.00% | Add +2.3% | 27,594 | $791K |
| Baird Financial Group, Inc. | 0.00% | Add +11.3% | 27,175 | $779K |
| Arkadios Wealth Advisors | 0.03% | Add +111.7% | 27,140 | $778K |
| Jump Financial, LLC | 0.01% | Add +0.2% | 26,625 | $763K |
| Jones Financial Companies LLLP | 0.00% | Add +4.7% | 26,140 | $737K |
| Alpha Omega Wealth Management LLC | 0.14% | Add +59.8% | 25,190 | $722K |
| Atom Investors LP | 0.09% | Reduce -29.0% | 25,148 | $720K |
| Quantbot Technologies LP | 0.02% | New | 24,995 | $716K |
| Vident Advisory, LLC | 0.01% | Add +2.2% | 24,735 | $709K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.4% | 24,535 | $703K |
| Creative Planning | 0.00% | Add +13.5% | 24,255 | $695K |
| New York Life Investment Management LLC | 0.01% | Reduce -55.0% | 24,077 | $690K |
| Danske Bank A/S | 0.00% | Reduce -64.2% | 23,806 | $682K |
| ProShare Advisors LLC | 0.00% | Reduce -54.1% | 23,605 | $676K |
| XTX Topco Ltd | 0.03% | Add +104.1% | 23,496 | $673K |
| Investors Research Corp | 0.15% | No change | 23,380 | $670K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +74.9% | 23,246 | $666K |
| Impax Asset Management Group plc | 0.00% | New | 22,543 | $646K |
| Stifel Financial Corp. | 0.00% | Reduce -17.0% | 22,503 | $645K |
| Empowered Funds, LLC | 0.01% | Reduce -91.3% | 21,752 | $623K |
| CIBC Asset Management Inc | 0.00% | Reduce -32.5% | 21,442 | $614K |
| Davis R M Inc. | 0.01% | Reduce -46.3% | 21,407 | $613K |
| Baron Wealth Management LLC | 0.27% | Add +6.3% | 21,242 | $609K |
| Commerce Bank | 0.00% | Reduce -9.2% | 21,041 | $603K |
| Malaga Cove Capital, LLC | 0.26% | Add +4.9% | 20,982 | $601K |
| Tidal Investments LLC | 0.01% | Reduce -7.1% | 20,810 | $596K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,735 | $594K |
| PAX Financial Group, LLC | 0.10% | Add +5.7% | 20,613 | $591K |
| South Dakota Investment Council | 0.01% | No change | 20,537 | $588K |
| Advisors Asset Management, Inc. | 0.01% | Add +14.0% | 19,728 | $565K |
| Aster Capital Management (DIFC) Ltd | 0.10% | Add +8.1% | 18,442 | $549K |
| Penserra Capital Management LLC | 0.01% | Add +3367.6% | 19,176 | $549K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | No change | 18,509 | $530K |
| Moran Wealth Management, LLC | 0.02% | Add +3.1% | 18,415 | $528K |
| Brown Advisory Inc. | 0.00% | New | 18,213 | $522K |
| Quadrant Capital Group LLC | 0.02% | Add +1159.1% | 18,144 | $520K |
| Schechter Investment Advisors, LLC | 0.04% | Reduce -23.2% | 17,679 | $507K |
| Vinva Investment Management Ltd | 0.02% | New | 11,179 | $501K |
| Aberdeen Group plc | 0.00% | Reduce -5.7% | 17,387 | $498K |
| Cibc World Market Inc. | 0.00% | Add +27.4% | 17,196 | $493K |
| Tectonic Advisors LLC | 0.03% | Add +7.5% | 16,614 | $476K |
| Truist Financial Corp. | 0.00% | Add +5.8% | 16,202 | $464K |
| Independent Advisor Alliance | 0.02% | Reduce -15.3% | 16,040 | $460K |
| Point72 (DIFC) Ltd | 0.04% | New | 15,785 | $452K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -91.5% | 15,703 | $450K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.5% | 15,564 | $446K |
| Davis Investment Partners, LLC | 0.19% | Reduce -32.6% | 16,649 | $440K |
| Wincap Financial LLC | 0.42% | Add +12.6% | 15,320 | $439K |
| Unison Advisors LLC | 0.05% | Add +0.3% | 15,003 | $430K |
| Polymer Capital Management (US) LLC | 0.13% | New | 14,716 | $422K |
| Nomura Holdings Inc. | 0.00% | Add +101.6% | 14,514 | $416K |
| 111 Capital | 0.08% | Add +123.4% | 14,508 | $416K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.8% | 14,269 | $409K |
| Blue Trust, Inc. | 0.01% | Add +46.9% | 14,151 | $405K |
| IFP Advisors, Inc | 0.01% | Reduce -10.8% | 13,989 | $401K |
| Prospera Financial Services Inc | 0.01% | Add +22.1% | 13,900 | $398K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | New | 13,900 | $398K |
| Vestcor Inc | 0.01% | New | 13,838 | $396K |
| Gsa Capital Partners LLP | 0.04% | Add +16.9% | 13,775 | $395K |
| Prudent Man Advisors, LLC | 0.14% | Add +1.6% | 13,676 | $392K |
| HB Wealth Management, LLC | 0.00% | Add +16.6% | 13,645 | $391K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.0% | 13,495 | $387K |
| CCM Investment Group, LLC | 0.04% | New | 13,544 | $382K |
| Banque Cantonale Vaudoise | 0.02% | — | 13,282 | $381K |
| Trillium Asset Management, LLC | 0.01% | Add +0.0% | 13,271 | $380K |
| Avantax Advisory Services, Inc. | 0.00% | Add +13.3% | 13,258 | $380K |
| M&T Bank Corp | 0.00% | Reduce -0.2% | 13,169 | $378K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.1% | 13,087 | $375K |
| Caprock Group, LLC | 0.01% | Reduce -1.4% | 12,939 | $371K |
| iA Global Asset Management Inc. | 0.01% | Reduce -75.1% | 12,911 | $370K |
| Financial Strategies Group, Inc. | 0.09% | Add +38.6% | 14,058 | $367K |
| EP Wealth Advisors, LLC | 0.00% | Add +20.4% | 12,714 | $364K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.1% | 12,700 | $364K |
| Inspire Advisors, LLC | 0.04% | Reduce -19.1% | 12,489 | $358K |
| Schroder Investment Management Group | 0.00% | Reduce -90.3% | 12,681 | $357K |
| Logan Capital Management Inc. | 0.02% | No change | 12,076 | $346K |
| Utah Retirement Systems | 0.00% | Reduce -67.6% | 11,700 | $335K |
| Murphy Pohlad Asset Management LLC | 0.14% | No change | 11,480 | $329K |
| United Services Automobile Association | 0.01% | New | 11,521 | $325K |
| Credit Agricole S A | 0.00% | Reduce -80.7% | 11,154 | $320K |
| Inspire Investing, LLC | 0.04% | Add +35.6% | 11,052 | $317K |
| Ieq Capital, LLC | 0.00% | Reduce -80.5% | 10,987 | $315K |
| Manske Wealth Management | 0.12% | Add +5.0% | 10,921 | $313K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -38.0% | 10,848 | $311K |
| Park Place Capital Corp | 0.08% | Reduce -2.1% | 10,736 | $308K |
| Merit Financial Group, LLC | 0.00% | Reduce -41.5% | 10,655 | $305K |
| Blackhawk Capital Partners, LLC | 0.16% | Add +20.2% | 10,598 | $304K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -81.6% | 10,494 | $301K |
| First Pacific Financial | 0.06% | Reduce -0.1% | 10,474 | $300K |
| Shufro Rose & Co. LLC | 0.02% | Add +63.3% | 10,424 | $299K |
| Guggenheim Capital LLC | 0.00% | Reduce -60.6% | 10,395 | $298K |
| Renasant Bank | 0.20% | Reduce -2.1% | 10,362 | $297K |
| Shell Asset Management Co. | 0.01% | Add +0.8% | 10,287 | $295K |
| Inceptionr LLC | 0.09% | New | 10,104 | $289K |
| Private Management Group Inc. | 0.01% | No change | 10,000 | $287K |
| State of Wyoming | 0.04% | New | 9,986 | $286K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -94.2% | 9,700 | $278K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -10.6% | 9,631 | $276K |
| iSAM Funds (UK) Ltd | 0.14% | New | 9,629 | $276K |
| Petrus Trust Company, LTA | 0.03% | Reduce -20.9% | 9,495 | $272K |
| Fortis Advisors, LLC | 0.18% | Add +21.3% | 9,400 | $269K |
| Shelton Capital Management | 0.01% | New | 9,339 | $268K |
| FORA Capital, LLC | 0.03% | Add +7.2% | 9,290 | $266K |
| Simplex Trading, LLC | 0.01% | New | 9,153 | $262K |
| Platinum Investment Management Ltd. | 0.02% | Add +230.6% | 9,092 | $260K |
| Community Bank, N.A. | 0.03% | Reduce -57.0% | 9,060 | $259K |
| Prelude Capital Management, LLC | 0.03% | Reduce -33.8% | 9,040 | $259K |
| Leonteq Securities AG | 0.02% | Reduce -38.5% | 9,016 | $258K |
| MeadowBrook Investment Advisors LLC | 0.24% | Reduce -4.0% | 8,980 | $257K |
| Acadian Asset Management LLC | 0.00% | Add +23.8% | 8,979 | $257K |
| Matrix Trust Co | 0.04% | Add +46.2% | 8,853 | $254K |
| Horst & Graben Wealth Management LLC | 0.05% | New | 8,853 | $254K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 8,686 | $249K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.9% | 8,651 | $248K |
| Diligent Investors, LLC | 0.06% | No change | 8,650 | $248K |
| Empirical Finance, LLC | 0.01% | Add +8.3% | 8,625 | $247K |
| Highland Capital Management, LLC | 0.01% | Add +24.4% | 8,614 | $247K |
| Corebridge Financial, Inc. | 0.00% | Reduce -83.5% | 8,525 | $244K |
| Burney Co./ | 0.01% | Reduce -2.0% | 8,425 | $241K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.8% | 8,360 | $240K |
| SG Americas Securities, LLC | 0.00% | Add +59.5% | 8,357 | $239K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -93.7% | 8,337 | $239K |
| Forum Financial Management, LP | 0.00% | New | 8,261 | $237K |
| Sage Rhino Capital LLC | 0.05% | New | 8,202 | $235K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Reduce -37.8% | 8,097 | $232K |
| Journey Advisory Group, LLC | 0.02% | No change | 8,074 | $231K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +0.9% | 8,032 | $230K |
| Allianz Asset Management GmbH | 0.00% | Reduce -75.3% | 8,015 | $230K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 8,000 | $229K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 8,000 | $229K |
| Trajan Wealth LLC | 0.01% | Add +4.6% | 7,978 | $229K |
| Ballentine Partners, LLC | 0.00% | New | 7,952 | $228K |
| Beverly Hills Private Wealth, LLC | 0.04% | Add +5.7% | 7,852 | $225K |
| Marex Group Ltd | 0.00% | Reduce -47.6% | 7,831 | $224K |
| RMR Wealth Builders | 0.02% | Reduce -5.5% | 7,752 | $222K |
| Mengis Capital Management, Inc. | 0.05% | No change | 7,750 | $222K |
| Toronto Dominion Bank | 0.00% | Reduce -87.2% | 7,699 | $221K |
| Neuberger Berman Group LLC | 0.00% | Reduce -49.9% | 7,709 | $221K |
| MainStreet Investment Advisors LLC | 0.03% | Add +13.8% | 7,676 | $220K |
| MAI Capital Management | 0.00% | Reduce -6.7% | 7,582 | $217K |
| Innealta Capital, LLC | 0.12% | No change | 7,461 | $214K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -86.3% | 7,404 | $212K |
| Chiron Capital Management, LLC | 0.19% | New | 7,300 | $209K |
| Savant Capital, LLC | 0.00% | Reduce -81.8% | 7,273 | $208K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +3.6% | 7,250 | $208K |
| Cullen Investment Group, LTD. | 0.03% | Reduce -20.2% | 7,122 | $204K |
| First Community Trust NA | 0.16% | Reduce -7.8% | 6,529 | $187K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,954 | $171K |
| Raiffeisen Bank International AG | 0.00% | Add +12.6% | 5,616 | $158K |
| Cwm, LLC | 0.00% | Reduce -76.7% | 5,487 | $157K |
| Dynamic Wealth Strategies, LLC | 0.13% | New | 5,330 | $153K |
| Capital Analysts, LLC | 0.01% | Add +280.9% | 4,639 | $133K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.2% | 4,461 | $128K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -5.0% | 4,199 | $120K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -45.4% | 4,010 | $115K |
| MetLife Investment Management, LLC | 0.00% | Reduce -93.2% | 3,915 | $112K |
| Strengthening Families & Communities, LLC | 0.07% | Add +14.6% | 3,301 | $106K |
| Studio Investment Management LLC | 0.02% | Add +13.3% | 3,547 | $102K |
| GAMMA Investing LLC | 0.01% | Reduce -32.9% | 3,464 | $99K |
| Covestor Ltd | 0.07% | Add +18.1% | 3,430 | $98K |
| CX Institutional | 0.00% | New | 3,421 | $98K |
| Rothschild Investment LLC | 0.01% | Reduce -11.0% | 3,270 | $94K |
| Huntington National Bank | 0.00% | Add +1.1% | 2,988 | $86K |
| TD Private Client Wealth LLC | 0.00% | Add +24.6% | 2,962 | $85K |
| Lindbrook Capital, LLC | 0.01% | Add +611.3% | 2,895 | $83K |
| Bessemer Group Inc. | 0.00% | Reduce -93.1% | 2,853 | $82K |
| CI Investments Inc. | 0.00% | Reduce -1.1% | 2,748 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.7% | 2,638 | $66K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.5% | 2,277 | $65K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -0.3% | 2,248 | $64K |
| SVB Wealth LLC | 0.00% | New | 2,176 | $62K |
| Principal Securities, Inc. | 0.00% | No change | 1,939 | $62K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,100 | $60K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -92.3% | 1,993 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +26.1% | 1,965 | $56K |
| Generali Asset Management SPA SGR | 0.00% | No change | 1,863 | $53K |
| Versant Capital Management, Inc | 0.01% | Add +448.5% | 1,810 | $52K |
| Acuitas Investments, LLC | 0.04% | Add +20.0% | 1,800 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.2% | 1,769 | $51K |
| UMB Bank, n.a. | 0.00% | Add +97.2% | 1,757 | $50K |
| Truvestments Capital LLC | 0.01% | Reduce -47.5% | 1,714 | $49K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,550 | $44K |
| Bayforest Capital Ltd | 0.02% | Reduce -65.6% | 1,548 | $44K |
| Whittier Trust Co. | 0.00% | No change | 1,508 | $43K |
| Brooklyn Investment Group | 0.01% | Add +97.9% | 1,480 | $42K |
| WPG Advisers, LLC | 0.04% | Reduce -7.6% | 1,476 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -13.8% | 1,465 | $42K |
| Signaturefd, LLC | 0.00% | Reduce -63.5% | 1,454 | $42K |
| Allworth Financial LP | 0.00% | Add +123.1% | 1,437 | $41K |
| CENTRAL TRUST Co | 0.00% | No change | 1,406 | $40K |
| Meeder Asset Management Inc. | 0.00% | Add +63.5% | 1,388 | $40K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.8% | 1,358 | $39K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,302 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.3% | 1,127 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +78.8% | 1,105 | $32K |
| Olistico Wealth, LLC | 0.02% | Add +0.4% | 1,089 | $31K |
| Manchester Capital Management LLC | 0.00% | New | 1,062 | $30K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -98.0% | 1,053 | $30K |
| Quarry LP | 0.01% | Reduce -46.9% | 970 | $28K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 959 | $27K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -4.3% | 956 | $27K |
| Global X Japan Co., Ltd. | 0.00% | Add +133.4% | 915 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +0.4% | 911 | $26K |
| Mather Group, Llc. | 0.00% | Reduce -19.6% | 836 | $24K |
| Quent Capital, LLC | 0.00% | Reduce -43.6% | 744 | $21K |
| Oakworth Capital, Inc. | 0.00% | No change | 728 | $21K |
| Optimum Investment Advisors | 0.01% | No change | 698 | $20K |
| Geneos Wealth Management Inc. | 0.00% | Add +14.4% | 666 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 640 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -38.1% | 607 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | — | 604 | $17K |
| Harbour Investments, Inc. | 0.00% | Reduce -25.8% | 571 | $16K |
| Altshuler Shaham Ltd | 0.00% | Reduce -25.8% | 553 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +339.5% | 523 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 499 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 474 | $14K |
| Zions Bancorporation, National Association | 0.00% | — | 474 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -71.9% | 472 | $13K |
| Lanark Financial, Inc. | 0.00% | — | 464 | $13K |
| Chilton Capital Management LLC | 0.00% | New | 445 | $13K |
| Assetmark, Inc. | 0.00% | Reduce -17.6% | 445 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 430 | $12K |
| Richardson Capital Management LLC | 0.01% | New | 385 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.4% | 364 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | New | 315 | $9K |
| Mechanics Financial Corp | 0.00% | No change | 310 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 300 | $9K |
| MCF Advisors LLC | 0.00% | No change | 281 | $8K |
| Peregrine Capital Management LLC | 0.00% | No change | 255 | $7K |
| Estabrook Capital Management | 0.00% | Reduce -21.2% | 249 | $7K |
| Cromwell Holdings LLC | 0.00% | Reduce -29.0% | 247 | $7K |
| Hemington Wealth Management | 0.00% | Reduce -2.5% | 276 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 230 | $7K |
| Rogco, LP | 0.00% | No change | 221 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.5% | 203 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 184 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +62.9% | 171 | $5K |
| Financially Speaking Inc | 0.00% | No change | 164 | $5K |
| IAG Wealth Partners, LLC | 0.00% | No change | 160 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.1% | 158 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 145 | $4K |
| Sachetta, LLC | 0.00% | Add +132.8% | 142 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 170 | $4K |
| Curat Global, LLC | 0.00% | — | 125 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.6% | 123 | $4K |
| WASHINGTON TRUST Co | 0.00% | Reduce -0.8% | 119 | $3K |
| Tsfg, LLC | 0.00% | No change | 96 | $3K |
| Costello Asset Management, INC | 0.00% | New | 103 | $3K |
| Colonial Trust Advisors | 0.00% | Reduce -99.9% | 94 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 88 | $3K |
| SouthState Bank Corp | 0.00% | New | 84 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 83 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.04% | New | 83 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | Add +1.4% | 75 | $2K |
| Arax Advisory Partners | 0.00% | Add +164.5% | 82 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 82 | $2K |
| Bokf, NA | 0.00% | Reduce -45.3% | 82 | $2K |
| Sierra Ocean, LLC | 0.00% | Reduce -68.9% | 78 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 76 | $2K |
| Red Tortoise LLC | 0.00% | New | 71 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 70 | $2K |
| WealthCollab, LLC | 0.00% | No change | 70 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -34.6% | 68 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 66 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +110.0% | 63 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -94.3% | 60 | $2K |
| AlphaQuest LLC | 0.00% | New | 60 | $2K |
| Grove Bank & Trust | 0.00% | No change | 59 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -11.1% | 56 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -78.6% | 51 | $1K |
| Key Financial Inc | 0.00% | No change | 50 | $1K |
| Proffitt & Goodson Inc. | 0.00% | No change | 47 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 47 | $1K |
| Addison Advisors LLC | 0.00% | Reduce -88.9% | 46 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -4.7% | 41 | $1K |
| Colonial Trust Co / SC | 0.00% | Reduce -99.9% | 39 | $1K |
| Parvin Asset Management, LLC | 0.00% | Reduce -24.0% | 38 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -74.1% | 35 | $1K |
| PrairieView Partners, LLC | 0.00% | No change | 64 | $1K |
| GW&K Investment Management, LLC | 0.00% | Reduce -70.2% | 48 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.4% | 35 | $1K |
| LRI Investments, LLC | 0.00% | Reduce -96.5% | 34 | $974 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 34 | $964 |
| Continuum Advisory, LLC | 0.00% | New | 31 | $888 |
| MV Capital Management, Inc. | 0.00% | Reduce -87.3% | 29 | $831 |
| Horizon Financial Services, LLC | 0.00% | New | 27 | $774 |
| Global Financial Private Client, LLC | 0.00% | Add +125.0% | 27 | $774 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -24.2% | 25 | $716 |
| Marshall Investment Management, LLC | 0.00% | New | 25 | $716 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 25 | $710 |
| Clearstead Advisors, LLC | 0.00% | Reduce -95.3% | 24 | $691 |
| ORG Partners LLC | 0.00% | New | 23 | $656 |
| Toth Financial Advisory Corp. | 0.00% | No change | 22 | $631 |
| Whipplewood Advisors, LLC | 0.00% | Add +136.4% | 52 | $630 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 22 | $630 |
| Rise Advisors, LLC | 0.00% | New | 19 | $544 |
| Pineridge Advisors LLC | 0.00% | No change | 19 | $544 |
| National Bank of Canada | 0.00% | Reduce -100.0% | 18 | $516 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +12.5% | 18 | $515 |
| Perkins Coie Trust Co | 0.00% | New | 15 | $429 |
| Abound Wealth Management | 0.00% | New | 14 | $402 |
| Highline Wealth Partners LLC | 0.00% | New | 13 | $372 |
| Transce3nd, LLC | 0.00% | No change | 12 | $344 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -64.7% | 12 | $344 |
| Clearstead Trust, LLC | 0.00% | New | 11 | $316 |
| Crewe Advisors LLC | 0.00% | No change | 11 | $316 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -18.2% | 9 | $259 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 8 | $229 |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -22.2% | 7 | $201 |
| GoalVest Advisory LLC | 0.00% | New | 7 | $201 |
| Binnacle Investments Inc | 0.00% | — | 7 | $201 |
| Distillate Capital Partners LLC | 0.00% | No change | 7 | $201 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -45.5% | 6 | $184 |
| HFM Investment Advisors, LLC | 0.00% | — | 5 | $144 |
| Larson Financial Group LLC | 0.00% | Reduce -96.4% | 5 | $138 |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $82 |
| Trust Co. of Vermont | 0.00% | No change | 2 | $57 |
| Greenline Partners, LLC | 0.00% | Reduce -99.8% | 1 | $29 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is BWA's weight in each manager's 13F, not the share of Borgwarner Inc. the manager owns.