BorgwarnerBWA

13F holders, Q3 2025 (September 30)
641holders +50
118new positions
62sold out
12famous investors
$43.99avg. 13F price*

At the end of Q3 2025, 641 institutions reported holding Borgwarner Inc. (BWA) in their 13F filings, up 50 from Q2 2025. 118 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Group Inc. ($1.2B) and Dimensional Fund Advisors LP ($518.0M). 12 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Mario Gabelli (0.1% of GAMCO Investors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions118$234.6M
Exits62$159.9M

All 13F filers, Q2 2025 → Q3 2025: 21,989,409 shares bought and 24,010,026 shares sold, net −2,020,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 641 holders

BlackRock, Inc. 0.03% Add +3.2% 35,634,021 $1.6B
Vanguard Group Inc. 0.02% Add +2.5% 27,578,374 $1.2B
Dimensional Fund Advisors LP 0.11% Add +1.3% 11,782,629 $518.0M
Victory Capital Management Inc. 0.20% Reduce -4.6% 7,599,945 $334.1M
State Street Corp. 0.01% Reduce -0.9% 7,561,582 $332.4M
AQR Capital Management 0.21% Add +119.7% 7,518,776 $330.5M
LSV Asset Management 0.59% Add +4.7% 6,043,654 $265.7M
Earnest Partners LLC 0.76% Add +0.3% 3,964,649 $174.3M
Geode Capital Management, LLC 0.01% Add +1.3% 3,873,784 $170.3M
Alliancebernstein L.P. 0.05% Reduce -11.1% 3,787,186 $166.5M
Bank of America Corp. 0.01% Add +4.3% 3,727,884 $163.9M
American Century Companies Inc. 0.07% Reduce -12.9% 3,287,386 $144.5M
Morgan Stanley 0.01% Add +3.2% 2,903,870 $127.7M
Fuller & Thaler Asset Management, Inc. 0.43% Add +27.9% 2,857,221 $125.6M
Sei Investments Co. 0.13% Add +8.5% 2,729,098 $120.0M
Silvercrest Asset Management Group LLC 0.75% Add +0.8% 2,572,950 $113.1M
Swedbank AB 0.11% No change 2,558,425 $112.5M
Hotchkis & Wiley Capital Management LLC 0.30% Reduce -19.3% 2,219,505 $97.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.2% 2,122,172 $93.3M
Harris Associates (Oakmark Funds) 0.15% Reduce -25.5% 2,064,746 $90.8M
Goldman Sachs Group Inc. 0.01% Reduce -9.3% 1,985,324 $87.3M
UBS Group AG 0.02% Reduce -25.4% 1,897,239 $83.4M
Bank of New York Mellon Corp 0.01% Reduce -5.4% 1,789,309 $78.7M
Panagora Asset Management Inc. 0.31% New 1,765,941 $77.6M
FMR LLC 0.00% Add +43.8% 1,715,949 $75.4M
Northern Trust Corp. 0.01% Reduce -1.1% 1,524,428 $67.0M
Deprince Race & Zollo Inc. 1.24% Reduce -1.3% 1,401,757 $61.6M
Pacer Advisors, Inc. 0.14% Reduce -25.2% 1,216,346 $53.5M
Robeco Institutional Asset Management B.V. 0.07% Add +26.5% 1,112,981 $48.9M
Great Lakes Advisors, LLC 0.40% Add +9.5% 1,093,306 $48.1M
Millennium Management 0.04% Reduce -58.8% 1,080,089 $47.5M
Principal Financial Group Inc. 0.02% Reduce -4.2% 1,037,844 $45.6M
Invesco Ltd. 0.01% Reduce -17.0% 1,009,486 $44.4M
HSBC Holdings PLC 0.03% Reduce -17.6% 1,005,562 $43.9M
Skandinaviska Enskilda Banken AB (publ) 0.17% Add +168.3% 966,701 $42.5M
Todd Asset Management LLC 0.86% Reduce -1.1% 965,287 $42.4M
Ameriprise Financial Inc. 0.01% Add +28.4% 955,966 $42.0M
Mawer Investment Management Ltd. 0.21% Reduce -5.3% 932,512 $41.0M
Public Sector Pension Investment Board 0.15% Add +24.4% 931,694 $41.0M
Bridgewater Associates 0.15% Add +39.6% 875,404 $38.5M
Qube Research & Technologies Ltd 0.05% Reduce -45.6% 870,385 $38.3M
Royal Bank of Canada 0.01% Add +103.1% 835,122 $36.7M
Natixis Advisors, LLC 0.05% Add +9.0% 824,045 $36.2M
Turtle Creek Asset Management Inc. 1.05% Reduce -77.8% 792,686 $34.8M
Electron Capital Partners, LLC 1.44% New 723,835 $31.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -32.7% 717,064 $31.5M
Teachers Retirement System of the State of Kentucky 0.24% Reduce -0.1% 714,426 $31.4M
Nuveen, LLC 0.01% Add +4.4% 713,599 $31.4M
Los Angeles Capital Management LLC 0.11% Add +2402.3% 709,689 $31.2M
Legal & General Group Plc 0.01% Reduce -5.3% 692,312 $30.4M
Citadel Advisors 0.02% Add +119.7% 680,629 $29.9M
Gotham Asset Management 0.13% Reduce -0.2% 662,243 $29.1M
JPMorgan Chase & Co. 0.00% Reduce -43.0% 659,646 $29.0M
AXA Investment Managers S.A. 0.08% — 655,782 $28.8M
Leith Wheeler Investment Counsel Ltd. 1.84% Reduce -40.5% 618,295 $27.2M
Franklin Resources Inc. 0.01% Add +470.8% 457,458 $26.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +29.9% 604,828 $26.6M
Rhumbline Advisers 0.02% Add +1.9% 559,406 $24.6M
Ieq Capital, LLC 0.07% Add +89.8% 542,195 $23.8M
GMO 0.07% Reduce -49.4% 532,755 $23.4M
Neuberger Berman Group LLC 0.02% Add +1992.0% 507,757 $22.3M
California Public Employees Retirement System 0.01% Add +4.0% 464,041 $20.4M
New York State Common Retirement Fund 0.03% Reduce -1.5% 463,031 $20.4M
Algert Global LLC 0.34% Add +43.2% 461,342 $20.3M
Russell Investments Group, Ltd. 0.02% Add +38.1% 459,379 $20.2M
Cubist Systematic Strategies, LLC 0.28% Reduce -2.4% 445,447 $19.6M
Amundi 0.01% Reduce -41.8% 434,804 $19.2M
Swiss National Bank 0.01% Add +1.5% 425,984 $18.7M
Point72 Asset Management 0.04% Add +127.0% 422,125 $18.6M
AE Wealth Management LLC 0.12% Reduce -1.2% 416,605 $18.3M
Wells Fargo & Company 0.00% Reduce -8.9% 397,365 $17.5M
Debussy Capital Management LP 2.42% Reduce -5.1% 389,625 $17.1M
Osborne Partners Capital Management, LLC 0.84% Reduce -0.3% 376,020 $16.5M
Holocene Advisors, LP 0.04% New 374,124 $16.4M
Storebrand Asset Management As 0.04% Reduce -28.7% 347,552 $15.3M
GAMCO Investors 0.15% Reduce -1.6% 344,400 $15.1M
Canada Pension Plan Investment Board 0.01% Add +48.6% 340,100 $15.0M
Macquarie Group Ltd. 0.02% Add +5.4% 340,001 $14.9M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -70.0% 333,000 $14.6M
Man Group plc 0.03% Add +82.1% 317,954 $14.0M
First Trust Advisors LP 0.01% Reduce -48.0% 313,873 $13.8M
Erste Asset Management GmbH 0.13% No change 312,390 $13.7M
Jupiter Asset Management Ltd. 0.12% New 305,963 $13.5M
KBC Group NV 0.03% Add +8.1% 302,618 $13.3M
Quantinno Capital Management LP 0.04% Add +18.3% 299,316 $13.2M
Trexquant Investment LP 0.13% Reduce -18.4% 289,061 $12.7M
Wedge Capital Management L L P 0.21% Reduce -9.9% 286,106 $12.6M
Cambria Investment Management, L.P. 0.76% Reduce -6.6% 285,092 $12.5M
Gabelli Funds LLC 0.09% Reduce -0.3% 281,500 $12.4M
Alyeska Investment Group, L.P. 0.04% Reduce -39.9% 281,235 $12.4M
Envestnet Asset Management Inc. 0.00% Add +1.1% 279,257 $12.3M
Glenmede Investment Management, LP 0.06% Reduce -28.8% 276,024 $12.1M
Thrivent Financial for Lutherans 0.02% Reduce -11.6% 269,338 $11.8M
Arax Advisory Partners 0.17% Add +37006.2% 264,196 $11.6M
Cerity Partners LLC 0.02% Add +81.5% 261,003 $11.5M
Rheos Capital Works Inc. 0.63% No change 258,100 $11.3M
Prudential Financial Inc. 0.01% Add +15.2% 252,138 $11.1M
Kopion Asset Management, LLC 7.03% Reduce -27.2% 246,711 $10.8M
CANADA LIFE ASSURANCE Co 0.02% Reduce -14.4% 245,184 $10.7M
Susquehanna International Group, LLP 0.02% Add +3097.5% 242,081 $10.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +10.9% 239,419 $10.5M
New York State Teachers Retirement System 0.02% Add +8.6% 238,609 $10.5M
Schroder Investment Management Group 0.01% Add +148.8% 238,039 $10.4M
Cwm, LLC 0.03% Add +218.3% 235,861 $10.4M
Towle & Co. 2.60% Add +773.8% 234,487 $10.3M
Public Employees Retirement System of Ohio 0.03% Add +122.7% 232,613 $10.2M
Barclays PLC 0.00% Reduce -5.5% 228,634 $10.1M
Van Eck Associates Corp. 0.01% Reduce -29.6% 228,423 $10.0M
State Board of Administration of Florida Retirement System 0.02% Reduce -1.2% 213,263 $9.4M
California State Teachers Retirement System 0.01% Add +0.0% 210,098 $9.2M
Edgestream Partners, L.P. 0.26% Add +87.1% 204,716 $9.0M
Walleye Trading LLC 0.14% Add +589.8% 195,583 $8.6M
Illinois Municipal Retirement Fund 0.11% Reduce -0.7% 195,238 $8.6M
Renaissance Technologies 0.01% Reduce -53.2% 191,398 $8.4M
Mariner, LLC 0.01% Add +68.8% 190,914 $8.4M
Cambiar Investors LLC 0.38% Reduce -36.1% 190,542 $8.4M
Engineers Gate Manager LP 0.09% Add +184.7% 185,265 $8.1M
Covalis Capital LLP 0.94% Reduce -61.8% 184,406 $8.1M
Citigroup Inc. 0.01% Add +10.2% 180,910 $8.0M
Cookson Peirce & Co. Inc. 0.32% New 179,845 $7.9M
T. Rowe Price Associates Inc. 0.00% Add +7.1% 175,538 $7.7M
Busey Bank 0.21% Reduce -1.3% 175,254 $7.7M
Acadian Asset Management LLC 0.01% Add +2512.4% 169,360 $7.4M
HRT Financial LP 0.03% New 162,568 $7.1M
WINTON GROUP Ltd 0.27% New 162,307 $7.1M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -4.2% 161,875 $7.1M
BNP Paribas Financial Markets 0.01% Add +83.9% 155,202 $6.8M
Castleark Management LLC 0.19% Add +30.9% 152,556 $6.7M
Tudor Investment Corporation 0.04% Reduce -73.3% 143,665 $6.3M
Freestone Grove Partners LP 0.05% New 139,472 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +60.1% 142,593 $6.0M
State of Alaska, Department of Revenue 0.06% Reduce -13.9% 135,884 $6.0M
State of Wisconsin Investment Board 0.01% Reduce -9.3% 135,367 $6.0M
Brandywine Global Investment Management, LLC 0.04% Reduce -0.3% 134,590 $5.9M
Teacher Retirement System of Texas 0.02% Add +100.7% 133,978 $5.9M
Leeward Investments, LLC - MA 0.30% Reduce -3.5% 132,924 $5.8M
Raymond James Financial Inc. 0.00% Add +17.1% 132,229 $5.8M
Parkside Investments, LLC 0.71% Reduce -24.4% 128,725 $5.7M
O'shaughnessy Asset Management, LLC 0.03% Add +251.9% 128,245 $5.6M
Simplex Trading, LLC 0.12% Add +119.3% 127,853 $5.6M
Steigerwald, Gordon & Koch Inc. 0.54% Add +0.7% 125,652 $5.5M
Drum Hill Capital, LLC 5.94% Reduce -0.1% 122,427 $5.4M
UniSuper Management Pty Ltd 0.03% Reduce -24.4% 121,232 $5.3M
Schonfeld Strategic Advisors LLC 0.04% Add +97.0% 121,149 $5.3M
Dean Investment Associates, LLC 0.72% Add +6.5% 117,089 $5.1M
Mercer Global Advisors Inc. 0.01% Add +122.0% 116,894 $5.1M
Crossmark Global Holdings, Inc. 0.08% Reduce -16.3% 116,381 $5.1M
Horizon Investments, LLC 0.07% Add +258.5% 114,633 $5.0M
Arbor Wealth Advisors LLC 3.57% No change 108,718 $4.8M
Quantedge Capital Pte Ltd 2.61% New 108,300 $4.8M
Empowered Funds, LLC 0.05% Add +384.5% 106,402 $4.7M
III Capital Management 1.20% Reduce -19.8% 105,810 $4.7M
Creative Planning 0.00% Add +184.0% 105,398 $4.6M
State of Tennessee, Department of Treasury 0.02% Reduce -14.1% 105,036 $4.6M
Martingale Asset Management L P 0.11% New 102,958 $4.5M
Louisiana State Employees Retirement System 0.07% Reduce -3.1% 99,500 $4.4M
Brevan Howard Capital Management LP 0.06% Reduce -69.6% 98,962 $4.4M
Allspring Global Investments Holdings, LLC 0.01% New 98,020 $4.3M
Jane Street Group, LLC 0.01% Reduce -68.0% 98,262 $4.3M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 97,969 $4.3M
Police & Firemen's Retirement System of New Jersey 0.03% Add +17.3% 95,737 $4.2M
Barnes Dennig Private Wealth Management LLC 4.47% Reduce -7.6% 94,576 $4.2M
Janus Henderson Group PLC 0.00% Add +2.6% 92,902 $4.1M
Comerica Bank 0.02% Reduce -13.7% 91,549 $4.0M
Ruffer LLP 0.22% Reduce -57.3% 91,181 $4.0M
Dark Forest Capital Management LP 0.15% New 90,085 $4.0M
Cullen Capital Management, LLC 0.04% Reduce -9.4% 89,667 $3.9M
Old North State Wealth Management, LLC 1.79% Reduce -1.4% 87,228 $3.8M
US Bancorp \de 0.00% Add +1.3% 86,238 $3.8M
Voya Investment Management LLC 0.00% Add +5.3% 84,923 $3.7M
IPG Investment Advisors LLC 0.66% Reduce -59.4% 83,660 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -27.0% 83,201 $3.7M
ING Groep NV 0.02% Reduce -27.4% 82,700 $3.6M
MMCAP International Inc. SPC 0.41% Reduce -64.5% 78,776 $3.5M
Lipe & Dalton 1.68% No change 77,255 $3.4M
KLP Kapitalforvaltning As 0.01% Add +1.9% 76,600 $3.4M
Howard Capital Management, LLC 0.04% No change 76,278 $3.4M
Captrust Financial Advisors 0.01% Add +54.1% 75,983 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -17.3% 74,600 $3.3M
Magnetar Financial LLC 0.02% Add +289.5% 72,221 $3.2M
Ethic Inc. 0.05% Add +8.9% 71,962 $3.2M
Nisa Investment Advisors, LLC 0.01% Add +0.8% 71,604 $3.1M
Wellington Management Group LLP 0.00% Add +1.9% 71,044 $3.1M
Clean Yield Group 0.87% Add +2.6% 70,187 $3.1M
Black Creek Investment Management Inc. 0.15% Reduce -7.9% 70,000 $3.1M
State of New Jersey Common Pension Fund D 0.01% Add +6.7% 69,769 $3.1M
Pathstone Holdings, LLC 0.01% Add +2.2% 68,449 $3.0M
Amalgamated Bank 0.02% Reduce -0.1% 66,722 $2.9M
Arizona State Retirement System 0.02% Add +1.4% 65,017 $2.9M
Ariel Investments 0.03% No change 64,987 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Add +11.3% 63,419 $2.8M
Dean Capital Management 1.03% No change 59,931 $2.6M
Baird Financial Group, Inc. 0.00% Add +125.3% 59,795 $2.6M
Twelve Points Wealth Management LLC 0.65% Reduce -10.0% 59,732 $2.6M
Strengthening Families & Communities, LLC 0.58% Add +1977.3% 60,097 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.6% 58,770 $2.6M
Caxton Associates LLP 0.07% Add +453.9% 58,740 $2.6M
Woodline Partners LP 0.01% Reduce -95.5% 58,561 $2.6M
Point72 Hong Kong Ltd 0.12% New 57,589 $2.5M
PNC Financial Services Group, Inc. 0.00% Reduce -3.3% 56,554 $2.5M
South Dakota Investment Council 0.05% Reduce -7.8% 56,518 $2.5M
CHICAGO TRUST Co NA 0.35% Add +3.1% 56,320 $2.5M
Deutsche Bank AG 0.00% Add +1.5% 56,238 $2.5M
Verition Fund Management LLC 0.01% Reduce -90.5% 56,049 $2.5M
Bank of Montreal 0.00% Reduce -31.0% 55,737 $2.5M
Peapack Gladstone Financial Corp. 0.03% Add +14.1% 55,306 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.3% 55,109 $2.4M
Elo Mutual Pension Insurance Co 0.04% Add +116.0% 54,601 $2.4M
CWA Asset Management Group, LLC 0.09% Reduce -12.1% 52,459 $2.3M
AMG National Trust Bank 0.06% Add +1.7% 51,564 $2.3M
QRG Capital Management, Inc. 0.03% Reduce -32.2% 50,995 $2.2M
Hudson Bay Capital Management LP 0.02% Reduce -59.5% 49,354 $2.2M
Oregon Public Employees Retirement Fund 0.03% Reduce -2.6% 48,747 $2.1M
DekaBank Deutsche Girozentrale 0.00% No change 48,466 $2.1M
Edmp, Inc. 1.65% Reduce -1.3% 47,223 $2.1M
Long Road Investment Counsel, LLC 0.72% No change 46,530 $2.0M
Scotia Capital Inc. 0.01% Reduce -0.8% 46,484 $2.0M
NewEdge Advisors, LLC 0.01% Add +8.1% 46,208 $2.0M
Kendall Capital Management 0.46% Add +2.3% 46,075 $2.0M
Power Wealth Management LLC 0.73% Reduce -9.5% 45,717 $2.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 44,800 $2.0M
Moon Capital Management LP 1.44% Reduce -51.3% 44,489 $2.0M
Merit Financial Group, LLC 0.02% Add +73.1% 44,394 $2.0M
Focus Partners Wealth 0.00% Add +183.8% 44,138 $1.9M
Clark Estates Inc. 0.43% No change 43,000 $1.9M
GAM Holding AG 0.12% Reduce -13.0% 42,885 $1.9M
Zurich Insurance Group Ltd 0.01% No change 42,700 $1.9M
Jackson Creek Investment Advisors LLC 0.54% New 42,681 $1.9M
Cetera Investment Advisers 0.00% Add +21.4% 42,406 $1.9M
Evercore Wealth Management, LLC 0.03% Reduce -10.2% 41,356 $1.8M
Maryland State Retirement & Pension System 0.04% Reduce -44.7% 41,287 $1.8M
Ensign Peak Advisors, Inc 0.00% Reduce -43.0% 40,214 $1.8M
Handelsbanken Fonder AB 0.01% No change 38,831 $1.7M
Globeflex Capital L P 0.26% New 38,114 $1.7M
Tounjian Advisory Partners, LLC 0.56% Reduce -24.6% 37,966 $1.7M
Convergence Investment Partners, LLC 0.37% Reduce -4.5% 37,671 $1.7M
Brighton Jones LLC 0.04% Add +141.1% 37,325 $1.6M
Acorn Financial Advisory Services Inc. 0.25% Reduce -4.5% 37,267 $1.6M
Oppenheimer Asset Management Inc. 0.02% Add +5.2% 36,823 $1.6M
Impax Asset Management Group plc 0.01% Reduce -2.3% 36,776 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -7.0% 36,525 $1.6M
IMC-Chicago, LLC 0.03% New 35,646 $1.6M
LPL Financial LLC 0.00% Add +15.7% 35,631 $1.6M
Danske Bank A/S 0.00% Reduce -23.9% 34,793 $1.5M
Arjuna Capital 0.38% New 34,717 $1.5M
GeoWealth Management, LLC 0.06% New 34,695 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +149.5% 33,888 $1.5M
Quadrant Capital Group LLC 0.05% Add +0.2% 34,292 $1.5M
Asset Management One Co., Ltd. 0.00% Reduce -19.7% 33,884 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -6.5% 33,829 $1.5M
Choreo, LLC 0.02% Reduce -0.8% 33,740 $1.5M
Krilogy Financial LLC 0.06% Add +134.1% 32,622 $1.5M
Flputnam Investment Management Co. 0.02% Reduce -30.7% 32,833 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -3.1% 32,760 $1.4M
Fox Run Management, L.L.C. 0.22% Reduce -1.2% 32,705 $1.4M
Boothbay Fund Management, LLC 0.04% Reduce -17.3% 31,707 $1.4M
Caisse Des Depots Et Consignations 0.06% New 31,678 $1.4M
Inceptionr LLC 0.33% New 30,957 $1.4M
Intech Investment Management LLC 0.01% Add +2.3% 30,831 $1.4M
CSM Advisors, LLC 0.04% Reduce -49.7% 30,554 $1.3M
Heron Bay Capital Management 0.25% Reduce -1.0% 30,201 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -16.7% 30,158 $1.3M
Fifth Third Bancorp 0.00% Reduce -7.5% 30,066 $1.3M
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.1% 30,043 $1.3M
New Age Alpha Advisors, LLC 0.06% Reduce -1.7% 30,041 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -56.5% 29,700 $1.3M
MML Investors Services, LLC 0.00% Add +0.0% 29,492 $1.3M
Alpha Omega Wealth Management LLC 0.21% Reduce -6.9% 29,351 $1.3M
Citizens Financial Group Inc. 0.02% New 28,964 $1.3M
Vident Advisory, LLC 0.01% Add +16.5% 28,450 $1.3M
Caprock Group, LLC 0.03% — 29,085 $1.2M
Cullen/Frost Bankers, Inc. 0.01% No change 27,909 $1.2M
Daiwa Securities Group Inc. 0.00% Add +178.0% 27,800 $1.2M
Redwood Investment Management, LLC 0.13% New 27,344 $1.2M
Entropy Technologies, LP 0.09% Add +7.7% 27,146 $1.2M
Group One Trading LLC 0.04% New 26,845 $1.2M
Two Sigma Advisers, LP 0.00% New 26,000 $1.1M
Pallas Capital Advisors LLC 0.04% Add +53.0% 25,895 $1.1M
Vinva Investment Management Ltd 0.02% Reduce -10.9% 17,009 $1.1M
Johnson Financial Group, Inc. 0.04% Reduce -1.1% 25,746 $1.1M
Foster & Motley Inc. 0.06% Add +113.3% 25,644 $1.1M
Atria Investments, Inc 0.01% Add +12.2% 25,478 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +123.5% 25,533 $1.1M
Baldwin Investment Management, LLC 0.12% Reduce -2.8% 24,535 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -14.1% 24,240 $1.1M
iSAM Funds (UK) Ltd 0.21% New 23,707 $1.0M
Landscape Capital Management, L.L.C. 0.07% New 23,309 $1.0M
Baron Wealth Management LLC 0.34% Add +6.2% 23,111 $1.0M
Ritholtz Wealth Management 0.02% New 23,109 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -20.3% 22,707 $998K
Morningstar Investment Management LLC 0.04% New 22,618 $994K
New York Life Investment Management LLC 0.01% Reduce -3.1% 22,212 $976K
Prudential PLC 0.01% New 22,042 $969K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.7% 21,977 $966K
Financiere des Professionnels - Fonds d'investissement inc. 0.06% New 21,976 $966K
Picton Mahoney Asset Management 0.01% Add +28.5% 21,491 $946K
Lazard Asset Management LLC 0.00% Add +0.4% 21,513 $946K
Hillsdale Investment Management Inc. 0.03% New 21,500 $945K
Sterling Capital Management LLC 0.01% Add +1.3% 21,456 $943K
Integrated Wealth Concepts LLC 0.01% Add +35.9% 21,331 $938K
Sequoia Financial Advisors, LLC 0.01% Add +35.4% 21,002 $923K
Capital Fund Management S.A. 0.01% Reduce -92.7% 20,876 $918K
CIBC Asset Management Inc 0.00% Reduce -2.8% 20,845 $916K
Public Employees Retirement Association of Colorado 0.00% No change 20,735 $912K
Mutual Advisors, LLC 0.02% New 20,597 $900K
Jefferies Financial Group Inc. 0.01% New 20,100 $884K
Corient Private Wealth LP 0.00% Add +33.4% 19,985 $879K
Personal Cfo Solutions, LLC 0.15% Reduce -30.1% 19,420 $854K
Qsemble Capital Management, LP 0.08% Reduce -90.7% 19,297 $848K
Evergreen Capital Management LLC 0.02% Add +27.3% 19,254 $846K
Advisors Asset Management, Inc. 0.01% Add +0.1% 19,236 $846K
Commerce Bank 0.00% Reduce -0.0% 19,068 $838K
Polymer Capital Management (US) LLC 0.11% New 19,054 $838K
Summit Trail Advisors, LLC 0.01% New 19,016 $836K
HighTower Advisors, LLC 0.00% Add +13.4% 18,492 $813K
Logan Capital Management Inc. 0.03% No change 18,076 $795K
Diversified Trust Co. 0.02% New 18,023 $792K
Blue Trust, Inc. 0.01% Add +9.1% 17,664 $777K
DRW Securities, LLC 0.04% New 17,150 $766K
USA Financial Formulas 0.13% New 17,358 $763K
SG Americas Securities, LLC 0.00% Reduce -64.7% 17,324 $762K
Savant Capital, LLC 0.00% Add +10.0% 17,105 $752K
Truist Financial Corp. 0.00% Reduce -3.0% 16,825 $740K
Oak Thistle LLC 0.11% Reduce -67.0% 16,713 $735K
Tectonic Advisors LLC 0.04% Reduce -4.7% 16,208 $713K
Penserra Capital Management LLC 0.01% New 15,904 $699K
Caerus Investment Advisors, LLC 0.28% New 15,495 $681K
Jones Financial Companies LLLP 0.00% Reduce -38.6% 15,129 $666K
Unison Advisors LLC 0.06% Add +0.3% 15,112 $664K
Prospera Financial Services Inc 0.01% Reduce -1.4% 15,111 $664K
State of Wyoming 0.08% Add +113.0% 15,047 $661K
Independent Advisor Alliance 0.02% Reduce -18.9% 14,991 $659K
Sivia Capital Partners, LLC 0.19% Add +47.5% 14,950 $657K
Bailard, Inc. 0.01% No change 14,800 $651K
Wolverine Trading, LLC 0.01% New 14,831 $650K
Wincap Financial LLC 0.45% Add +1.4% 14,668 $645K
Chicago Partners Investment Group LLC 0.02% Add +49.4% 14,787 $644K
HB Wealth Management, LLC 0.00% Add +55.0% 14,575 $641K
IFP Advisors, Inc 0.02% Add +4.2% 14,300 $629K
Walleye Capital LLC 0.01% Reduce -79.6% 14,298 $629K
CSS LLC 0.11% Reduce -51.2% 14,270 $627K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -10.8% 13,991 $615K
Vestcor Inc 0.02% No change 13,838 $608K
Xponance LLC 0.00% Reduce -51.9% 13,731 $604K
Trillium Asset Management, LLC 0.02% Add +4.1% 13,709 $603K
Lido Advisors, LLC 0.00% Add +17.8% 13,362 $587K
PAX Financial Group, LLC 0.10% Reduce -12.2% 12,806 $563K
United Capital Financial Advisors, LLC 0.00% New 12,798 $563K
Baker Ellis Asset Management LLC 0.07% No change 12,790 $562K
LifePlan Financial, LLC 0.44% Reduce -47.5% 12,638 $556K
Moran Wealth Management, LLC 0.02% Reduce -26.4% 12,586 $553K
Jackson Thornton Wealth Management, LLC 0.06% Add +92.8% 12,901 $553K
MAI Capital Management 0.00% Add +53.5% 12,389 $545K
NorthCoast Asset Management LLC 0.00% New 12,384 $544K
Pinnacle Associates Ltd. 0.01% Reduce -4.6% 12,371 $544K
Tidal Investments LLC 0.00% Reduce -41.2% 12,072 $531K
Utah Retirement Systems 0.01% No change 11,700 $514K
Cibc World Market Inc. 0.00% Reduce -47.4% 11,677 $513K
Vise Technologies, Inc. 0.02% Add +1.4% 11,380 $500K
Rothschild Investment LLC 0.03% Add +253.1% 11,317 $497K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 11,200 $492K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.4% 10,937 $481K
Manske Wealth Management 0.15% No change 10,921 $480K
111 Capital 0.09% Reduce -59.0% 10,758 $473K
Cambridge Investment Research Advisors, Inc. 0.00% Add +30.6% 10,710 $471K
waypoint wealth counsel 0.18% New 10,542 $463K
Perigon Wealth Management, LLC 0.01% New 10,528 $463K
Point72 (DIFC) Ltd 0.03% Add +149.2% 10,500 $462K
AlphaQuest LLC 0.03% New 10,412 $458K
Sage Rhino Capital LLC 0.09% Add +0.3% 10,394 $457K
Chesley Taft & Associates LLC 0.02% Add +13.3% 10,324 $454K
Kestra Advisory Services, LLC 0.00% Reduce -29.4% 10,263 $451K
Machina Capital S.A.S. 0.08% New 10,061 $442K
Private Management Group Inc. 0.01% No change 10,000 $440K
Swiss Life Asset Management Ltd 0.00% New 9,922 $436K
Arkadios Wealth Advisors 0.01% Reduce -22.3% 9,896 $435K
FSM Wealth Advisors, LLC 0.06% Add +0.2% 9,650 $424K
Cresset Asset Management, LLC 0.00% New 9,595 $422K
EverSource Wealth Advisors, LLC 0.02% Add +73.1% 9,574 $421K
Goelzer Investment Management, Inc. 0.02% Reduce -16.1% 9,381 $412K
Forum Financial Management, LP 0.01% Add +13.0% 9,338 $410K
Capstone Investment Advisors, LLC 0.00% Reduce -30.2% 9,334 $410K
First Pacific Financial 0.06% Reduce -4.1% 9,090 $400K
Kera Capital Partners, Inc. 0.06% Add +43.4% 9,059 $398K
Guggenheim Capital LLC 0.00% Reduce -21.7% 8,983 $395K
Horst & Graben Wealth Management LLC 0.06% Add +0.4% 8,916 $392K
Twinbeech Capital LP 0.02% Reduce -72.4% 8,858 $389K
Fort Washington Investment Advisors Inc. 0.00% No change 8,686 $382K
Waverly Advisors, LLC 0.00% New 8,653 $380K
Empirical Finance, LLC 0.02% Reduce -0.1% 8,614 $379K
Highland Capital Management, LLC 0.02% Reduce -1.1% 8,580 $377K
Full Sail Capital, LLC 0.02% New 8,568 $377K
NorthRock Partners, LLC 0.01% New 8,513 $374K
Transcend Capital Advisors, LLC 0.03% New 8,439 $371K
MainStreet Investment Advisors LLC 0.05% Add +6.2% 8,422 $370K
Wealthfront Advisers LLC 0.00% Reduce -2.0% 8,364 $368K
Essential Partners LLC 0.12% Add +247.7% 8,358 $367K
Park Avenue Securities LLC 0.00% Add +2.0% 8,273 $364K
MeadowBrook Investment Advisors LLC 0.32% Reduce -6.0% 8,240 $362K
Prudent Man Advisors, LLC 0.13% Reduce -38.5% 8,116 $357K
Jump Financial, LLC 0.00% Reduce -64.9% 8,109 $356K
Journey Advisory Group, LLC 0.03% No change 8,074 $355K
Williams Jones Wealth Management, LLC. 0.00% No change 8,032 $353K
Central Pacific Bank - Trust Division 0.04% No change 8,000 $352K
Guyasuta Investment Advisors Inc. 0.02% No change 8,000 $352K
Evoke Wealth, LLC 0.01% Add +20.0% 7,936 $349K
Shelton Capital Management 0.01% No change 7,926 $348K
Waddell & Associates, LLC 0.03% New 7,894 $347K
Dynamic Technology Lab Private Ltd 0.06% Reduce -70.6% 7,899 $347K
Point72 Asia (Singapore) Pte. Ltd. 0.05% Reduce -65.3% 7,868 $346K
Matrix Trust Co 0.05% Reduce -18.1% 7,825 $344K
Compound Planning, Inc. 0.01% Add +23.8% 7,690 $338K
Royce & Associates LP 0.00% No change 7,641 $336K
Toronto Dominion Bank 0.00% Reduce -1.0% 7,624 $334K
Wright Investors Service Inc. 0.10% New 7,587 $334K
Stifel Financial Corp. 0.00% Reduce -67.9% 7,506 $330K
Burney Co./ 0.01% No change 7,370 $324K
GAMMA Investing LLC 0.02% Add +20.5% 7,339 $323K
Cullen Investment Group, LTD. 0.04% Add +0.3% 7,158 $320K
PFG Investments, LLC 0.02% Reduce -2.1% 7,269 $320K
RMR Wealth Builders 0.03% Reduce -6.7% 7,230 $318K
Coldstream Capital Management Inc. 0.00% Add +18.6% 7,195 $316K
M&T Bank Corp 0.00% Reduce -42.8% 7,124 $313K
Inspire Investing, LLC 0.03% Reduce -16.9% 7,028 $309K
OMERS ADMINISTRATION Corp 0.00% No change 6,979 $307K
IFG Advisory, LLC 0.01% No change 6,916 $304K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -3.5% 6,900 $303K
Fifth Third Wealth Advisors LLC 0.01% Add +4.2% 6,832 $300K
Claret Asset Management Corp 0.04% Reduce -1.4% 6,825 $300K
Bayforest Capital Ltd 0.14% Add +43.8% 6,778 $298K
Traub Capital Management LLC 0.29% Reduce -30.4% 6,777 $298K
Pinnacle Wealth Planning Services, Inc. 0.03% New 6,769 $298K
Innealta Capital, LLC 0.15% Reduce -9.2% 6,763 $297K
Beverly Hills Private Wealth, LLC 0.05% Reduce -5.7% 6,688 $294K
Parcion Private Wealth LLC 0.02% New 6,682 $294K
Columbia Bank 0.08% Add +1.9% 6,920 $292K
Ariadne Wealth Management, LP 0.13% Add +0.4% 6,396 $290K
Meeder Asset Management Inc. 0.02% Add +503.6% 6,603 $290K
Aristides Capital LLC 0.08% New 6,523 $287K
Principle Wealth Partners LLC 0.02% No change 6,500 $286K
Paragon Capital Management Ltd 0.05% Reduce -5.4% 6,477 $285K
First Community Trust NA 0.22% Reduce -1.5% 6,429 $283K
Westhampton Capital, LLC 0.14% No change 6,400 $281K
Bayesian Capital Management, LP 0.06% Reduce -55.3% 6,377 $280K
Thomasville National Bank 0.02% New 6,330 $278K
NFSG Corp 0.04% New 6,311 $277K
Requisite Capital Management, LLC 0.05% New 6,280 $276K
Chiron Capital Management, LLC 0.23% Reduce -11.4% 6,200 $273K
RHS Financial, LLC 0.14% New 6,155 $271K
Fortis Advisors, LLC 0.15% Reduce -35.1% 6,100 $268K
&partners 0.00% New 6,073 $267K
Eagle Rock Investment Company, LLC 0.04% No change 6,000 $264K
Allworth Financial LP 0.00% Add +256.1% 5,993 $263K
CX Institutional 0.01% Add +1.9% 5,993 $263K
Praxis Investment Management Inc. 0.02% New 5,940 $261K
Frank, Rimerman Advisors LLC 0.02% New 5,904 $260K
Valeo Financial Advisors, LLC 0.01% New 5,891 $259K
Cornell Pochily Investment Advisors, Inc. 0.08% Reduce -10.6% 5,848 $257K
Graham Capital Management, L.P. 0.01% New 5,706 $251K
Gsa Capital Partners LLP 0.02% Reduce -74.4% 5,671 $249K
Prelude Capital Management, LLC 0.02% New 5,663 $249K
Blackhawk Capital Partners, LLC 0.10% Reduce -38.3% 5,613 $247K
Raiffeisen Bank International AG 0.00% No change 5,616 $246K
Navellier & Associates Inc. 0.02% New 5,565 $245K
Savvy Advisors, Inc. 0.01% New 5,552 $244K
TD Private Client Wealth LLC 0.01% Add +32.5% 5,518 $243K
Fiduciary Trust Co 0.00% New 5,456 $240K
Allianz Asset Management GmbH 0.00% New 5,434 $239K
Baker Avenue Asset Management, LP 0.01% New 5,386 $237K
Profund Advisors LLC 0.01% New 5,378 $236K
Probity Advisors, Inc. 0.04% New 5,364 $236K
R Squared Ltd 0.10% New 5,312 $234K
Strategic Planning, Inc. 0.14% New 5,310 $233K
Moneta Group Investment Advisors LLC 0.00% New 5,214 $229K
STRS Ohio 0.00% Reduce -91.8% 5,211 $229K
Bell Bank 0.01% New 5,202 $229K
QTR Family Wealth, LLC 0.11% New 5,154 $227K
Beacon Pointe Advisors, LLC 0.00% New 5,111 $225K
PDS Planning, Inc 0.02% New 5,091 $224K
Trajan Wealth LLC 0.01% Reduce -30.4% 5,058 $222K
Earned Wealth Advisors, LLC 0.04% New 5,029 $221K
Corient IA LP 0.16% New 5,002 $220K
Intrepid Financial Planning Group LLC 0.08% New 5,000 $220K
EMC Capital Management 0.10% No change 4,923 $216K
Fiduciary Financial Group, LLC 0.03% New 4,869 $214K
Kovack Advisors, Inc. 0.02% New 4,842 $213K
Seeds Investor LLC 0.04% New 4,812 $212K
Optas, LLC 0.04% New 4,790 $211K
Leonteq Securities AG 0.01% Reduce -46.8% 4,698 $207K
Journey Strategic Wealth LLC 0.01% New 4,695 $206K
Trust Point Inc. 0.02% New 4,552 $200K
Rockefeller Capital Management L.P. 0.00% New 4,508 $198K
Capital Analysts, LLC 0.01% Add +0.1% 4,404 $194K
Dynamic Wealth Strategies, LLC 0.13% Reduce -12.0% 4,405 $194K
Nomura Asset Management Co. Ltd. 0.00% No change 4,010 $176K
Parallel Advisors, LLC 0.00% Add +1.3% 3,863 $170K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.8% 3,839 $169K
CIBC Private Wealth Group LLC 0.00% Add +71.2% 3,811 $168K
MetLife Investment Management, LLC 0.00% New 3,634 $160K
Shell Asset Management Co. 0.02% Reduce -59.8% 3,484 $153K
Bessemer Group Inc. 0.00% Add +25.1% 3,429 $151K
Clearstead Advisors, LLC 0.00% Add +146.9% 3,276 $144K
Versant Capital Management, Inc 0.02% Add +4.1% 3,167 $139K
Advisory Services Network, LLC 0.00% New 2,981 $131K
Principal Securities, Inc. 0.00% Add +11.2% 2,571 $113K
Signaturefd, LLC 0.00% Add +0.6% 2,527 $111K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +18.4% 2,321 $102K
First Horizon Corp. 0.00% — 2,277 $100K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -2.0% 2,281 $100K
Farther Finance Advisors, LLC 0.00% Reduce -1.7% 2,170 $95K
TD Waterhouse Canada Inc. 0.00% Add +9.1% 2,100 $93K
Generali Asset Management SPA SGR 0.00% Add +35.2% 2,111 $93K
Point72 Europe (London) LLP 0.00% New 2,065 $91K
Virtus Advisers, LLC 0.05% New 2,050 $90K
True Wealth Design, LLC 0.03% Add +353.8% 2,042 $90K
CI Investments Inc. 0.00% Reduce -16.5% 2,004 $88K
Anchor Investment Management, LLC 0.01% No change 2,000 $88K
Global Trust Asset Management, LLC 0.04% Reduce -2.5% 1,991 $88K
Covestor Ltd 0.05% Reduce -51.4% 1,990 $87K
Contravisory Investment Management, Inc. 0.02% New 1,961 $86K
Huntington National Bank 0.00% No change 1,807 $79K
Salomon & Ludwin, LLC 0.01% New 1,711 $77K
Atlantic Union Bankshares Corp 0.00% New 1,592 $70K
Quarry LP 0.02% Reduce -72.0% 1,504 $66K
Hantz Financial Services, Inc. 0.00% Add +32.7% 1,470 $65K
JFS Wealth Advisors, LLC 0.00% Add +0.3% 1,445 $64K
Hilltop National Bank 0.02% No change 1,406 $62K
Tower Research Capital LLC (TRC) 0.00% Add +436.9% 1,396 $61K
Investors Research Corp 0.01% Reduce -94.2% 1,350 $59K
UMB Bank, n.a. 0.00% Add +14.3% 1,334 $59K
WPG Advisers, LLC 0.04% Reduce -1.6% 1,295 $57K
CENTRAL TRUST Co 0.00% Reduce -9.7% 1,270 $56K
Quent Capital, LLC 0.00% New 1,251 $55K
Whittier Trust Co. 0.00% Reduce -20.4% 1,201 $54K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.7% 1,047 $46K
Wealthspire Advisors, LLC 0.00% New 996 $44K
Bruce G. Allen Investments, LLC 0.03% Reduce -0.5% 990 $44K
Deseret Mutual Benefit Administrators 0.02% No change 959 $42K
Mather Group, Llc. 0.00% New 922 $41K
Assetmark, Inc. 0.00% Add +8.0% 874 $38K
Addison Advisors LLC 0.01% Add +5.3% 847 $37K
Federated Hermes, Inc. 0.00% Reduce -99.3% 839 $37K
Optimum Investment Advisors 0.01% No change 698 $31K
Westside Investment Management, Inc. 0.00% No change 640 $28K
Root Financial Partners, LLC 0.00% New 625 $27K
Private Wealth Asset Management, LLC 0.00% No change 604 $27K
Global Retirement Partners, LLC 0.00% Reduce -7.2% 540 $24K
Sunbelt Securities, Inc. 0.00% Add +18.8% 511 $22K
Clearstead Trust, LLC 0.00% Add +44.7% 495 $22K
Bokf, NA 0.00% Add +694.8% 461 $20K
Hemington Wealth Management 0.00% Add +9.6% 411 $18K
Parkside Financial Bank & Trust 0.00% Add +16.2% 394 $17K
Richardson Capital Management LLC 0.01% No change 385 $17K
Harbour Investments, Inc. 0.00% Add +6.4% 366 $16K
Geneos Wealth Management Inc. 0.00% Reduce -49.5% 358 $16K
Brown Brothers Harriman & Co. 0.00% Add +186.6% 321 $14K
Larson Financial Group LLC 0.00% Add +593.5% 319 $14K
Mechanics Financial Corp 0.01% No change 310 $14K
Sittner & Nelson, LLC 0.00% No change 300 $13K
Ogorek Anthony Joseph /NY/ 0.00% No change 313 $13K
Smithfield Trust Co 0.00% New 300 $13K
Bare Financial Services, Inc 0.00% Add +22.8% 286 $13K
MCF Advisors LLC 0.00% No change 281 $12K
Cromwell Holdings LLC 0.01% No change 273 $12K
Ameriflex Group, Inc. 0.00% New 270 $12K
Curat Global, LLC 0.01% No change 265 $12K
Lanark Financial, Inc. 0.00% Reduce -44.0% 264 $12K
Peregrine Capital Management LLC 0.00% No change 255 $11K
Itau Unibanco Holding S.A. 0.00% No change 252 $11K
Estabrook Capital Management 0.00% Reduce -3.2% 241 $11K
Golden State Wealth Management, LLC 0.00% No change 230 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 223 $10K
Rogco, LP 0.00% No change 221 $10K
Global X Japan Co., Ltd. 0.00% Reduce -64.7% 218 $10K
Smartleaf Asset Management LLC 0.00% Add +22.3% 214 $9K
Wilmington Savings Fund Society, FSB 0.00% Reduce -94.3% 200 $9K
Private Wealth Management Group, LLC 0.00% No change 184 $8K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -1.1% 180 $8K
Asset Dedication, LLC 0.00% No change 172 $8K
Wolff Wiese Magana LLC 0.00% No change 168 $7K
Truvestments Capital LLC 0.00% Reduce -90.2% 168 $7K
High Note Wealth, LLC 0.00% No change 163 $7K
Bell Investment Advisors, Inc 0.00% Reduce -29.4% 156 $7K
Horizon Financial Services, LLC 0.00% Add +149.2% 147 $6K
Financially Speaking Inc 0.00% No change 120 $5K
Farmers & Merchants Investments Inc. 0.00% Add +53.3% 115 $5K
SBI Securities Co., Ltd. 0.00% Reduce -36.0% 112 $5K
Costello Asset Management, INC 0.00% No change 103 $5K
CoreCap Advisors, LLC 0.00% Reduce -15.8% 96 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 92 $4K
Transamerica Financial Advisors, LLC 0.00% New 93 $4K
Tsfg, LLC 0.00% No change 96 $4K
Ancora Advisors LLC 0.00% No change 88 $4K
MTM Investment Management, LLC 0.00% No change 88 $4K
Fortitude Family Office, LLC 0.00% Add +7.7% 84 $4K
Dogwood Wealth Management LLC 0.00% No change 80 $4K
Manchester Capital Management LLC 0.00% Reduce -10.5% 77 $3K
Prestige Wealth Management Group LLC 0.00% No change 76 $3K
WealthCollab, LLC 0.00% No change 70 $3K
Physician Wealth Advisors, Inc. 0.00% Add +20.0% 66 $3K
Trust Co. of Vermont 0.00% Reduce -94.2% 64 $3K
CVA Family Office, LLC 0.00% Add +30.4% 60 $3K
Millstone Evans Group, LLC 0.00% New 59 $3K
Kilter Group LLC 0.00% Reduce -8.3% 55 $2K
Key Financial Inc 0.00% No change 50 $2K
Montag A & Associates Inc. 0.00% New 47 $2K
Cloud Capital Management, LLC 0.00% New 55 $2K
Avion Wealth 0.00% Add +71.0% 65 $2K
Sachetta, LLC 0.00% No change 44 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 44 $2K
MPWM Advisory Solutions, LLC 0.00% No change 36 $2K
LRI Investments, LLC 0.00% No change 34 $1K
Glen Eagle Advisors, LLC 0.00% No change 34 $1K
Binnacle Investments Inc 0.00% No change 30 $1K
Guerra Advisors Inc 0.00% New 27 $1K
SJS Investment Consulting Inc. 0.00% No change 26 $1K
Stance Capital LLC 0.00% New 25 $1K
SouthState Bank Corp 0.00% No change 24 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 20 $880
Hughes Financial Services, LLC 0.00% No change 19 $859
Pineridge Advisors LLC 0.00% No change 19 $835
Bay Harbor Wealth Management, LLC 0.00% Add +63.6% 18 $791
Rossby Financial, LCC 0.00% New 17 $752
Rialto Wealth Management, LLC 0.00% Add +54.5% 17 $748
Abound Wealth Management 0.00% No change 14 $616
Palisade Asset Management, LLC 0.00% New 14 $616
Highline Wealth Partners LLC 0.00% No change 13 $571
HFM Investment Advisors, LLC 0.00% No change 13 $571
Grove Bank & Trust 0.00% No change 13 $571
Proffitt & Goodson Inc. 0.00% New 11 $484
Valued Wealth Advisors LLC 0.00% Add +11.1% 10 $442
GPS Wealth Strategies Group, LLC 0.00% Reduce -95.2% 10 $440
Dunhill Financial, LLC 0.00% No change 9 $409
Sound Income Strategies, LLC 0.00% New 9 $375
Distillate Capital Partners LLC 0.00% Reduce -85.7% 1 $352
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 7 $308
MV Capital Management, Inc. 0.00% No change 7 $308
AdvisorNet Financial, Inc 0.00% No change 6 $283
National Bank of Canada 0.00% No change 6 $264
New Millennium Group LLC 0.00% New 5 $220
Cornerstone Planning Group LLC 0.00% No change 3 $132

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