C.H. Robinson WorldwideCHRW

13F holders, Q2 2024 (June 30)
616holders +29
109new positions
75sold out
6famous investors
$88.05avg. 13F price*

At the end of Q2 2024, 616 institutions reported holding C.H. Robinson Worldwide Inc. (CHRW) in their 13F filings, up 29 from Q1 2024. 109 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($1.3B), First Eagle Investment Management, LLC ($1.0B) and BlackRock Inc. ($899.1M). 6 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
C.H. Robinson Worldwide Inc.
Sector
Industrials
CUSIP
12541W209
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 587Q1 2024Q2 2024: 616Q2 2024Q3 2024: 644Q3 2024Q4 2024: 680Q4 2024Q1 2025: 693Q1 2025Q2 2025: 666Q2 2025Q3 2025: 717Q3 2025Q4 2025: 819Q4 2025Q1 2026: 889Q1 2026Q2 2026: 894Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions109$484.9M
Exits75$224.7M

All 13F filers, Q1 2024 → Q2 2024: 13,105,144 shares bought and 12,916,542 shares sold, net +188,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 616 holders

Vanguard Group Inc. 0.02% Reduce -0.2% 14,189,116 $1.3B
First Eagle Investment Management, LLC 2.29% Reduce -0.2% 11,465,234 $1.0B
BlackRock Inc. 0.02% Reduce -20.1% 10,203,078 $899.1M
State Street Corp. 0.03% Reduce -10.7% 7,033,697 $624.2M
Charles Schwab Investment Management Inc. 0.06% Add +1.9% 3,814,103 $336.1M
Geode Capital Management, LLC 0.02% Add +3.6% 3,061,822 $269.2M
Van Eck Associates Corp. 0.33% Reduce -2.8% 2,588,480 $228.1M
Wellington Management Group LLP 0.04% Add +53.6% 2,544,728 $224.2M
ProShare Advisors LLC 0.60% Add +26.3% 2,528,787 $222.8M
Invesco Ltd. 0.05% Reduce -8.1% 2,439,093 $214.9M
Millennium Management 0.18% Add +44411.5% 2,331,514 $205.5M
Cresset Asset Management, LLC 0.83% Add +0.8% 2,201,450 $194.7M
Clarkston Capital Partners, LLC 3.60% Reduce -0.7% 2,142,576 $188.8M
Morgan Stanley 0.01% Reduce -15.3% 1,729,039 $152.4M
Balyasny Asset Management L.P. 0.35% New 1,499,942 $132.2M
Northern Trust Corp. 0.02% Reduce -6.8% 1,415,220 $124.7M
JPMorgan Chase & Co. 0.01% Reduce -10.6% 1,375,122 $121.2M
Bank of New York Mellon Corp 0.02% Add +2.7% 1,315,488 $115.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -4.5% 1,252,064 $110.3M
Raymond James & Associates 0.06% Reduce -1.9% 1,017,850 $89.7M
Interval Partners, LP 2.42% New 937,146 $82.6M
Schonfeld Strategic Advisors LLC 0.61% Add +15734.1% 895,735 $78.9M
Dimensional Fund Advisors LP 0.02% Reduce -9.1% 878,351 $77.4M
Pzena Investment Management LLC 0.27% Add +0.5% 877,727 $77.3M
Goldman Sachs Group Inc. 0.01% Add +25.0% 857,334 $75.5M
Legal & General Group Plc 0.02% Reduce -18.1% 825,942 $72.8M
US Bancorp \de 0.10% Reduce -1.0% 811,949 $71.5M
Point72 Asset Management 0.23% New 787,313 $69.4M
D. E. Shaw & Co. 0.10% Add +5.6% 774,645 $68.3M
Mairs & Power Inc. 0.58% Reduce -1.9% 678,810 $59.8M
Vest Financial, LLC 1.33% Add +44.1% 627,804 $55.3M
Citadel Advisors 0.06% Add +85.5% 625,000 $55.1M
California Public Employees Retirement System 0.04% Reduce -18.1% 582,820 $51.4M
First Trust Advisors LP 0.05% Reduce -29.5% 580,127 $51.1M
Scopus Asset Management, L.P. 1.54% New 560,000 $49.3M
Norges Bank 0.01% Reduce -1.9% 552,664 $48.7M
Saratoga Research & Investment Management 2.18% Reduce -0.3% 544,754 $48.0M
Nomura Asset Management Co. Ltd. 0.16% Add +31.2% 541,140 $47.7M
Alberta Investment Management Corp 0.53% Reduce -0.3% 538,679 $47.5M
Barclays PLC 0.02% Reduce -28.3% 536,480 $47.3M
Deutsche Bank AG 0.02% Reduce -9.0% 511,719 $45.1M
Amundi 0.02% Reduce -28.3% 513,035 $44.9M
Aberdeen Group plc 0.08% Add +5.5% 495,811 $43.7M
Jane Street Group, LLC 0.04% Add +223.6% 389,843 $34.4M
Bank of America Corp. 0.00% Reduce -38.4% 373,342 $32.9M
Holocene Advisors, LP 0.13% New 365,448 $32.2M
Envestnet Asset Management Inc. 0.01% Reduce -11.5% 344,809 $30.4M
Swiss National Bank 0.02% Reduce -2.1% 342,100 $30.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -17.5% 340,880 $30.0M
Nuveen Asset Management, LLC 0.01% Reduce -12.0% 334,217 $29.5M
Royal Bank of Canada 0.01% Reduce -54.8% 279,052 $24.6M
Nordea Investment Management AB 0.03% Add +8.4% 275,820 $24.3M
Wells Fargo & Company 0.01% Add +112.4% 269,391 $23.7M
Cwm, LLC 0.11% Add +1.7% 267,539 $23.6M
Bank of Montreal 0.01% Add +16.5% 260,064 $23.3M
HSBC Holdings PLC 0.01% Reduce -0.0% 253,262 $22.3M
Ashton Thomas Private Wealth, LLC 1.23% Add +0.0% 251,566 $22.2M
California State Teachers Retirement System 0.03% Add +13.4% 250,918 $22.1M
Russell Investments Group, Ltd. 0.04% Add +105.6% 247,162 $21.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +14.4% 244,917 $21.6M
United Capital Financial Advisors, LLC 0.18% Reduce -3.1% 234,431 $20.7M
Rhumbline Advisers 0.02% Reduce -11.1% 233,204 $20.5M
Berger Financial Group, Inc 1.56% Reduce -1.1% 222,312 $19.6M
APG Asset Management N.V. 0.03% Reduce -27.6% 228,057 $18.8M
Unigestion Holding SA 0.99% Add +172.2% 209,090 $18.1M
Sasco Capital Inc. / CT/ 2.47% No change 198,800 $17.5M
Sprucegrove Investment Management Ltd. 0.86% Add +1.2% 188,058 $16.6M
Marathon Asset Management Ltd 0.52% Reduce -6.2% 185,821 $16.5M
Citigroup Inc. 0.02% Reduce -13.1% 181,259 $16.0M
Savant Capital, LLC 0.15% Add +10.5% 170,373 $15.0M
T. Rowe Price Associates Inc. 0.00% Add +3.9% 167,595 $14.8M
BNP Paribas Financial Markets 0.02% Reduce -3.5% 162,145 $14.3M
Hudson Bay Capital Management LP 0.13% New 161,439 $14.2M
Speece Thorson Capital Group Inc. 2.81% Reduce -1.8% 155,907 $13.7M
New York State Common Retirement Fund 0.02% Reduce -0.8% 154,168 $13.6M
UBS Group AG 0.00% Reduce -59.0% 150,716 $13.3M
Davidson Kempner Capital Management LP 0.31% New 150,000 $13.2M
CANADA LIFE ASSURANCE Co 0.02% Reduce -28.5% 147,329 $13.0M
Alliancebernstein L.P. 0.00% Add +2.7% 147,312 $13.0M
Isthmus Partners, LLC 1.51% Add +3.7% 145,765 $12.8M
SpiderRock Advisors, LLC 0.34% Add +0.0% 145,346 $12.8M
Mather Group, Llc. 0.16% Add +3848.1% 166,924 $12.7M
Janney Montgomery Scott LLC 0.04% Reduce -6.1% 136,168 $12.0M
Principal Financial Group Inc. 0.01% Reduce -17.5% 134,960 $11.9M
Ameriprise Financial Inc. 0.00% Reduce -9.3% 130,567 $11.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.38% New 128,909 $11.4M
State Board of Administration of Florida Retirement System 0.02% Reduce -15.0% 123,543 $10.9M
Walleye Capital LLC 0.12% Add +252.8% 114,658 $10.1M
Oppenheimer Asset Management Inc. 0.13% Add +8.7% 113,447 $10.0M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -1.8% 112,300 $9.9M
Guggenheim Capital LLC 0.07% Add +18.6% 111,200 $9.8M
Yousif Capital Management, LLC 0.11% Add +20.7% 110,570 $9.7M
FMR LLC 0.00% Add +0.6% 108,424 $9.6M
Cetera Investment Advisers 0.02% Add +8.5% 107,603 $9.5M
Gotham Asset Management 0.12% Add +16.6% 104,614 $9.2M
Meiji Yasuda Asset Management Co Ltd. 0.37% Add +7.8% 104,564 $9.2M
Truist Financial Corp. 0.01% Add +2.8% 104,122 $9.2M
Avantax Planning Partners, Inc. 0.29% Reduce -1.4% 103,010 $9.1M
New York State Teachers Retirement System 0.02% Reduce -2.0% 102,193 $9.0M
Manufacturers Life Insurance Company, The 0.01% Add +1.4% 99,801 $8.8M
Novare Capital Management LLC 0.75% Reduce -0.3% 94,855 $8.4M
Segall Bryant & Hamill, LLC 0.15% New 94,079 $8.3M
AQR Capital Management 0.01% Reduce -53.0% 93,421 $8.2M
Allianz Asset Management GmbH 0.01% Add +612.8% 92,026 $8.1M
Wilkins Investment Counsel Inc. 1.19% Reduce -0.9% 90,379 $8.0M
Pictet Asset Management Holding SA 0.01% Reduce -49.9% 90,352 $8.0M
Mizuho Markets Americas LLC 0.21% Reduce -25.3% 87,716 $7.7M
Crossmark Global Holdings, Inc. 0.15% Reduce -1.1% 86,986 $7.7M
Capital Fund Management S.A. 0.08% Reduce -51.5% 83,355 $7.3M
Accredited Investors Inc. 0.44% Add +0.7% 80,739 $7.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -25.4% 79,871 $7.0M
Somerset Group LLC 6.17% Reduce -2.3% 78,986 $7.0M
State of Wisconsin Investment Board 0.02% Reduce -13.4% 76,575 $6.7M
Susquehanna International Group, LLP 0.01% Add +189.3% 75,051 $6.6M
Moore Capital Management, LP 0.15% New 75,000 $6.6M
Thompson Siegel & Walmsley LLC 0.10% New 73,600 $6.5M
Prudential Financial Inc. 0.01% Reduce -17.1% 71,080 $6.3M
Weybosset Research & Management LLC 2.26% Add +2.4% 68,353 $6.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.1% 63,928 $5.6M
DekaBank Deutsche Girozentrale 0.01% Reduce -18.1% 61,522 $5.4M
South Dakota Investment Council 0.11% Add +536.9% 60,103 $5.3M
Man Group plc 0.01% Add +17.8% 59,824 $5.3M
Toronto Dominion Bank 0.01% Add +64.0% 56,940 $5.0M
Korea Investment CORP 0.01% Reduce -17.3% 56,252 $5.0M
WealthTrust Asset Management, LLC 3.61% No change 56,071 $4.9M
Sei Investments Co. 0.01% Reduce -1.0% 55,628 $4.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +14.0% 54,988 $4.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -59.1% 53,921 $4.8M
Voya Investment Management LLC 0.01% Reduce -21.3% 51,231 $4.5M
HighTower Advisors, LLC 0.01% Reduce -18.8% 51,219 $4.5M
Treasurer of the State of North Carolina 0.02% Reduce -2.8% 49,914 $4.4M
Royal London Asset Management Ltd. 0.01% Add +1.3% 49,330 $4.3M
Bayesian Capital Management, LP 0.49% New 48,838 $4.3M
Danske Bank A/S 0.02% Add +9.2% 48,718 $4.3M
Resona Asset Management Co.,Ltd. 0.03% Reduce -21.4% 47,893 $4.2M
Stifel Financial Corp. 0.00% Add +12.4% 47,058 $4.1M
TD Asset Management Inc 0.00% Reduce -1.7% 46,960 $4.1M
Swiss Life Asset Management Ltd 0.05% Add +203.6% 46,932 $4.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +12.5% 46,617 $4.1M
Public Employees Retirement System of Ohio 0.02% Reduce -10.3% 46,584 $4.1M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -2.3% 45,977 $4.1M
Franklin Resources Inc. 0.00% Add +6.5% 45,923 $4.0M
HRT Financial LP 0.02% New 45,203 $4.0M
PACK Private Wealth, LLC 2.47% No change 45,120 $4.0M
Tobam 0.62% Reduce -58.3% 45,065 $4.0M
Dorsey & Whitney Trust CO LLC 0.27% Add +3.7% 43,722 $3.9M
State of New Jersey Common Pension Fund D 0.02% Reduce -36.9% 43,095 $3.8M
AIMZ Investment Advisors, LLC 1.36% Reduce -0.8% 43,089 $3.8M
ICICI Prudential Asset Management Co Ltd 0.44% Reduce -14.2% 42,615 $3.8M
Cullinan Associates Inc. 0.20% No change 40,300 $3.6M
Asset Management One Co., Ltd. 0.01% Reduce -5.2% 40,229 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -14.8% 39,572 $3.5M
Verition Fund Management LLC 0.03% Add +1079.2% 39,103 $3.4M
Forsta Ap-Fonden 0.03% Reduce -21.2% 38,700 $3.4M
Townsquare Capital LLC 0.05% Add +0.9% 38,624 $3.4M
Arlington Partners LLC 1.68% Add +5.8% 38,388 $3.4M
Amalgamated Bank 0.03% Reduce -7.5% 37,602 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% New 37,597 $3.3M
Eliot Finkel Investment Counsel, LLC 2.11% No change 36,300 $3.2M
Osaic Holdings, Inc. 0.01% Add +68.7% 35,644 $3.1M
Brendel Financial Advisors LLC 1.98% New 35,260 $3.1M
Creative Planning 0.00% Add +23.0% 34,785 $3.1M
Corient Private Wealth LP 0.01% Add +16.0% 34,593 $3.0M
Palisade Asset Management, LLC 0.31% Reduce -20.3% 33,774 $3.0M
Commonwealth Equity Services, LLC 0.00% Add +132.5% 33,521 $3.0M
Kinloch Capital, LLC 1.51% Add +173.4% 32,986 $2.9M
SG Americas Securities, LLC 0.02% Add +74.2% 32,791 $2.9M
Ethic Inc. 0.07% Add +29.5% 32,521 $2.9M
LPL Financial LLC 0.00% Reduce -33.7% 32,467 $2.9M
National Bank of Canada 0.00% Add +18.6% 32,946 $2.9M
State of Michigan Retirement System 0.01% Add +0.3% 32,092 $2.8M
Arizona State Retirement System 0.02% Reduce -0.9% 31,786 $2.8M
MetLife Investment Management, LLC 0.02% Add +0.7% 31,187 $2.7M
Mariner, LLC 0.01% Add +12.3% 31,130 $2.7M
American Century Companies Inc. 0.00% Add +0.1% 31,127 $2.7M
AE Wealth Management LLC 0.03% Add +23.3% 30,607 $2.7M
Illinois Municipal Retirement Fund 0.04% No change 29,911 $2.6M
Corebridge Financial, Inc. 0.01% — 29,900 $2.6M
New York Life Investment Management LLC 0.03% Add +1.5% 29,834 $2.6M
Baird Financial Group, Inc. 0.01% Add +92.2% 28,690 $2.5M
Ostrum Asset Management 0.22% Add +5.9% 27,989 $2.5M
Tower Research Capital LLC (TRC) 0.04% Add +607.1% 27,830 $2.5M
Agf Management Ltd. 0.01% Reduce -12.6% 27,689 $2.4M
Credit Agricole S A 0.01% Add +282.4% 27,408 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 27,286 $2.4M
Canada Pension Plan Investment Board 0.00% Reduce -15.6% 27,266 $2.4M
Quantinno Capital Management LP 0.04% Add +409.9% 26,907 $2.4M
Point72 Hong Kong Ltd 0.14% New 26,816 $2.4M
Azzad Asset Management Inc. 0.28% Add +125.9% 26,617 $2.3M
Kestra Private Wealth Services, LLC 0.05% Reduce -14.0% 26,420 $2.3M
Comerica Bank 0.01% Add +0.2% 26,174 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +0.7% 26,020 $2.3M
Retirement Systems of Alabama 0.01% Add +0.3% 25,830 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.4% 25,720 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -0.6% 25,694 $2.3M
Paloma Partners Management Co 0.25% New 25,611 $2.3M
TCW Group Inc. 0.02% Add +72.4% 25,356 $2.2M
Intech Investment Management LLC 0.03% Reduce -82.0% 25,259 $2.2M
Boston Family Office LLC 0.16% No change 24,563 $2.2M
Plato Investment Management Ltd 0.20% No change 24,301 $2.1M
Farther Finance Advisors, LLC 0.10% Add +0.9% 24,492 $2.1M
Captrust Financial Advisors 0.01% Add +5.3% 23,469 $2.1M
Concentric Capital Strategies, LP 0.13% New 23,323 $2.1M
DNB Asset Management AS 0.01% Add +18.6% 22,995 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.9% 22,861 $2.0M
Thomas Story & Son LLC 0.86% No change 22,655 $2.0M
Czech National Bank 0.02% Add +8.7% 22,313 $2.0M
Prime Capital Investment Advisors, LLC 0.03% Reduce -14.3% 22,292 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +60.5% 22,162 $2.0M
Achmea Investment Management B.V. 0.03% Reduce -67.2% 21,973 $1.9M
Blair William & Co. 0.01% Reduce -4.7% 21,844 $1.9M
Mercer Global Advisors Inc. 0.01% Add +779.3% 114,022 $1.8M
LBP Am SA 0.08% Reduce -27.1% 20,794 $1.8M
IFM Investors Pty Ltd 0.02% No change 20,411 $1.8M
WINTON GROUP Ltd 0.12% New 20,395 $1.8M
Sequoia Financial Advisors, LLC 0.02% Reduce -22.3% 20,193 $1.8M
Mfa Wealth Advisors, LLC 0.38% Add +2.7% 19,844 $1.7M
Victory Capital Management Inc. 0.00% Reduce -66.1% 19,810 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Add +40.8% 19,563 $1.7M
Aspire Capital Advisors LLC 0.56% No change 19,514 $1.7M
Candriam S.C.A. 0.01% Reduce -27.4% 19,080 $1.7M
Tredje AP-fonden 0.02% Reduce -1.5% 18,938 $1.7M
Utah Retirement Systems 0.02% Reduce -4.5% 18,898 $1.7M
Waypoint Capital Advisors, LLC 0.41% No change 18,790 $1.7M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.64% Add +26.1% 18,647 $1.6M
Handelsbanken Fonder AB 0.01% Reduce -66.1% 18,400 $1.6M
Neumann Capital Management, LLC 0.56% Reduce -1.1% 18,390 $1.6M
KBC Group NV 0.00% Reduce -44.2% 18,265 $1.6M
Guardian Wealth Advisors, LLC 1.04% No change 18,176 $1.6M
Nomura Holdings Inc. 0.01% Add +113.2% 18,156 $1.6M
State of Tennessee, Department of Treasury 0.01% Reduce -27.1% 18,021 $1.6M
CIBC Asset Management Inc 0.01% Reduce -8.4% 17,925 $1.6M
PGGM Investments 0.02% Reduce -60.3% 17,795 $1.6M
Janus Henderson Group PLC 0.00% Reduce -11.8% 17,769 $1.6M
Vestcor Inc 0.05% Reduce -51.2% 17,501 $1.5M
Robeco Institutional Asset Management B.V. 0.00% Reduce -69.3% 17,438 $1.5M
Atom Investors LP 0.15% New 17,413 $1.5M
UniSuper Management Pty Ltd 0.01% Add +22.7% 17,026 $1.5M
Vision Capital Management, Inc. 0.22% Reduce -0.1% 16,544 $1.5M
Islay Capital Management, LLC 1.05% New 16,367 $1.4M
Cerity Partners LLC 0.00% Reduce -4.0% 16,347 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 16,340 $1.4M
Bank of Nova Scotia 0.00% Reduce -50.4% 16,227 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +7.4% 16,180 $1.4M
Cascade Investment Advisors, Inc. 0.94% Add +3.5% 15,890 $1.4M
Xponance LLC 0.01% Reduce -34.9% 15,872 $1.4M
MBL Wealth, LLC 0.16% New 15,748 $1.4M
IMC-Chicago, LLC 0.04% New 15,635 $1.4M
Bessemer Group Inc. 0.00% Add +1.3% 15,450 $1.4M
Pathstone Holdings, LLC 0.01% Reduce -0.1% 15,402 $1.4M
Millrace Asset Group, Inc. 1.31% New 15,289 $1.3M
Cibc World Markets Corp. 0.01% Add +28.2% 14,973 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -36.7% 14,845 $1.3M
Tidal Investments LLC 0.02% Reduce -70.2% 14,804 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -3.4% 14,771 $1.3M
Banco BTG Pactual S.A. 0.33% New 14,376 $1.3M
Altiora Financial Group, LLC 0.30% No change 14,241 $1.3M
Vident Advisory, LLC 0.03% Reduce -35.1% 13,974 $1.2M
Swedbank AB 0.00% No change 13,807 $1.2M
Texas Yale Capital Corp. 0.06% Reduce -0.6% 13,625 $1.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.8% 13,613 $1.2M
Benedict Financial Advisors Inc. 0.30% Reduce -7.6% 13,455 $1.2M
Rafferty Asset Management, LLC 0.00% Reduce -4.0% 13,399 $1.2M
Studio Investment Management LLC 0.26% Add +16.9% 12,903 $1.2M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 12,937 $1.1M
Daiwa Securities Group Inc. 0.01% Add +11.9% 12,812 $1.1M
Blackhawk Capital Partners, LLC 0.68% Reduce -34.0% 12,730 $1.1M
Rodgers Brothers Inc. 0.15% Reduce -67.6% 12,705 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -50.9% 12,653 $1.1M
Twelve Points Wealth Management LLC 0.39% Add +80.6% 12,564 $1.1M
Dark Forest Capital Management LP 0.20% New 12,542 $1.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +19.1% 12,506 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -11.4% 12,357 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -5.1% 12,323 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -94.8% 12,236 $1.1M
Natixis Advisors, LLC 0.00% Add +8.2% 12,190 $1.1M
Sciencast Management LP 0.37% New 12,080 $1.1M
Fox Run Management, L.L.C. 0.20% New 12,036 $1.1M
USS Investment Management Ltd 0.01% Add +1.3% 11,996 $1.1M
Pinnacle Financial Partners Inc 0.02% Reduce -50.0% 13,844 $1.1M
Mutual Advisors, LLC 0.03% Reduce -9.4% 11,673 $1.0M
Catalyst Funds Management Pty Ltd 0.27% New 11,400 $1.0M
Empowered Funds, LLC 0.02% Reduce -62.0% 11,321 $998K
Roberts Glore & Co. Inc. 0.30% Reduce -31.3% 11,310 $997K
Qsemble Capital Management, LP 0.19% New 11,305 $996K
United Asset Strategies, Inc. 0.10% Reduce -5.3% 11,240 $990K
QRG Capital Management, Inc. 0.01% Reduce -4.9% 11,050 $974K
Point72 (DIFC) Ltd 0.08% New 10,836 $955K
Nisa Investment Advisors, LLC 0.01% Add +0.1% 10,642 $944K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -19.8% 10,577 $932K
Neuberger Berman Group LLC 0.00% Add +14.5% 10,483 $924K
Pacer Advisors, Inc. 0.00% Reduce -99.2% 10,386 $915K
Metis Global Partners, LLC 0.03% Reduce -6.9% 10,311 $909K
Martin Capital Partners, LLC 0.37% Add +6.6% 10,301 $908K
Oregon Public Employees Retirement Fund 0.02% Add +0.8% 10,015 $883K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +53.2% 9,976 $879K
Assenagon Asset Management S.A. 0.00% Reduce -8.1% 9,966 $878K
Autumn Glory Partners, LLC 0.45% No change 9,932 $875K
Sound Financial Strategies Group, LLC 0.75% Add +49.9% 9,762 $860K
Gulf International Bank (UK) Ltd 0.02% No change 9,664 $851K
First Personal Financial Services 0.19% No change 9,599 $846K
Orion Porfolio Solutions, LLC 0.01% New 9,547 $841K
Orion Portfolio Solutions, LLC 0.01% New 9,547 $841K
Brown Advisory Inc. 0.00% Reduce -43.3% 9,531 $840K
Concurrent Investment Advisors, LLC 0.03% Add +6.5% 9,526 $839K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.6% 9,468 $834K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.9% 9,461 $833K
Auto-Owners Insurance Co 0.02% No change 9,400 $828K
Point72 Asia (Singapore) Pte. Ltd. 0.17% New 9,354 $824K
Mizuho Securities USA LLC 0.02% New 9,024 $795K
Kingdom Financial Group LLC. 0.53% No change 8,907 $785K
Kentucky Retirement Systems 0.02% Reduce -0.4% 8,824 $778K
Maryland State Retirement & Pension System 0.01% No change 8,774 $773K
Lido Advisors, LLC 0.01% Reduce -18.6% 8,710 $773K
Beacon Capital Management, LLC 0.14% No change 8,725 $769K
Engineers Gate Manager LP 0.02% New 8,695 $766K
MBB Public Markets I LLC 0.02% New 8,441 $744K
Portside Wealth Group, LLC 0.14% Reduce -0.2% 8,357 $736K
Caprock Group, LLC 0.03% Add +3.3% 8,092 $718K
Tevis Investment Management 0.57% Reduce -8.4% 8,028 $712K
Waverly Advisors, LLC 0.01% New 8,075 $712K
Kingswood Wealth Advisors, LLC 0.06% Add +106.8% 8,037 $708K
Scientech Research LLC 0.14% New 7,932 $699K
Lazard Asset Management LLC 0.00% New 7,850 $691K
Lighthouse Investment Partners, LLC 0.04% New 7,749 $683K
Linden Thomas Advisory Services, LLC 0.10% Reduce -1.1% 7,560 $666K
Hartford Investment Management Co. 0.02% Reduce -0.4% 7,474 $659K
Aviva PLC 0.00% Add +68.9% 7,407 $653K
Y-Intercept (Hong Kong) Ltd 0.04% New 7,333 $646K
Auxano Advisors, LLC 0.18% Reduce -0.7% 7,314 $645K
Donoghue Forlines LLC 0.18% New 7,165 $631K
Personal Cfo Solutions, LLC 0.10% Add +5.2% 7,040 $620K
Commerce Bank 0.00% Add +1.0% 7,028 $619K
Glenmede Trust Co. NA 0.00% Add +31.1% 6,986 $616K
Allspring Global Investments Holdings, LLC 0.00% Reduce -91.0% 6,897 $608K
Fullcircle Wealth LLC 0.30% — 6,705 $605K
Legacy Financial Advisors, Inc. 0.11% Add +45.7% 6,752 $595K
M&G PLC 0.00% New 6,710 $590K
Securian Asset Management, Inc. 0.02% Reduce -1.5% 6,635 $585K
Gen-Wealth Partners Inc 0.28% Add +10.4% 6,634 $585K
Louisiana State Employees Retirement System 0.01% Reduce -2.9% 6,600 $582K
Panagora Asset Management Inc. 0.00% Reduce -0.0% 6,557 $578K
Capstone Investment Advisors, LLC 0.03% Reduce -53.5% 6,539 $576K
nVerses Capital, LLC 0.34% Add +828.6% 6,500 $573K
Brown Brothers Harriman & Co. 0.00% Add +6.6% 6,430 $567K
Independent Advisor Alliance 0.02% Reduce -48.3% 6,427 $566K
Three Bridge Wealth Advisors, LLC 0.22% Reduce -4.5% 6,361 $564K
SkyView Investment Advisors, LLC 0.10% Add +10.3% 6,354 $560K
D.A. Davidson & Co. 0.00% Add +17.9% 6,266 $552K
M&T Bank Corp 0.00% Add +10.3% 6,264 $552K
SlateStone Wealth, LLC 0.06% Add +4.0% 6,150 $542K
Alliance Wealth Advisors, LLC 0.16% Add +0.6% 6,149 $542K
Sanctuary Advisors, LLC 0.00% — 7,665 $538K
Quotient Wealth Partners, LLC 0.02% Reduce -70.4% 6,058 $534K
Global X Japan Co., Ltd. 0.08% Add +24.8% 6,031 $531K
Carlson Capital Management 0.02% No change 5,962 $525K
New Mexico Educational Retirement Board 0.02% No change 5,879 $518K
PAX Financial Group, LLC 0.10% Reduce -4.6% 5,835 $514K
IFG Advisory, LLC 0.03% New 5,822 $513K
Fifth Third Bancorp 0.00% Add +78.0% 5,810 $512K
Great Lakes Advisors, LLC 0.00% New 5,766 $508K
Greenleaf Trust 0.00% New 5,758 $507K
Bahl & Gaynor LLC 0.00% No change 5,670 $500K
Advisors Asset Management, Inc. 0.01% Reduce -13.7% 5,651 $498K
Alpha DNA Investment Management LLC 0.28% New 5,624 $496K
Mountain Pacific Investment Advisers LLC 0.04% No change 5,500 $485K
CoreCap Advisors, LLC 0.05% Add +36.0% 5,405 $476K
Apollon Wealth Management, LLC 0.01% Reduce -20.7% 5,345 $471K
Advisory Services Network, LLC 0.01% Add +35.4% 5,278 $465K
Raymond James Trust N.A. 0.01% Reduce -3.6% 5,237 $461K
Rakuten Investment Management, Inc. 0.00% Add +57.2% 5,158 $453K
WealthPlan Investment Management, LLC 0.07% Reduce -1.3% 4,990 $440K
Walleye Trading LLC 0.01% Reduce -40.1% 4,973 $438K
Thrivent Financial for Lutherans 0.00% Reduce -0.7% 4,941 $435K
Cahill Financial Advisors Inc. 0.06% Add +0.5% 4,910 $433K
Praxis Investment Management Inc. 0.03% No change 6,070 $431K
MAI Capital Management 0.00% New 4,886 $431K
Legacy Capital Group California, Inc. 0.15% Add +47.1% 4,706 $415K
Macquarie Group Ltd. 0.00% Reduce -17.5% 4,694 $414K
Public Sector Pension Investment Board 0.00% New 4,659 $411K
Alethea Capital Management, LLC 0.31% New 4,639 $409K
London Co. of Virginia 0.00% No change 4,580 $404K
Storebrand Asset Management As 0.00% No change 4,496 $396K
Vontobel Holding Ltd. 0.00% Reduce -77.8% 4,403 $388K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.2% 4,388 $387K
Norinchukin Bank, The 0.01% Reduce -0.8% 4,375 $386K
Ieq Capital, LLC 0.01% New 4,368 $385K
Palisades Hudson Asset Management, L.P. 0.18% No change 4,353 $384K
Ossiam 0.01% Reduce -25.5% 4,329 $381K
Stevens Capital Management LP 0.13% Reduce -14.3% 4,300 $379K
Avidian Wealth Enterprises, LLC 0.02% Add +1.4% 4,295 $379K
Abn Amro Investment Solutions 0.01% New 4,270 $376K
Leavell Investment Management, Inc. 0.02% No change 4,200 $373K
Encompass Wealth Advisors, LLC 0.10% No change 4,201 $370K
E. Ohman J:or Asset Management AB 0.01% No change 4,200 $370K
Broadwater Capital Management LLC 0.29% No change 4,199 $370K
Ironwood Investment Counsel, LLC 0.07% Reduce -10.4% 4,188 $369K
Tritonpoint Wealth, LLC 0.04% Reduce -42.1% 4,095 $364K
Empirical Finance, LLC 0.02% Reduce -4.6% 4,073 $359K
Siemens Fonds Invest GmbH 0.03% No change 4,063 $358K
CI Investments Inc. 0.00% Reduce -63.5% 4,066 $358K
Focus Partners Wealth 0.00% New 4,065 $358K
OMERS ADMINISTRATION Corp 0.00% New 4,051 $357K
Atria Investments, Inc 0.00% New 4,039 $356K
V-Square Quantitative Management LLC 0.06% Add +11.3% 4,038 $356K
First Bank & Trust 0.07% Reduce -5.7% 4,035 $356K
Parallel Advisors, LLC 0.01% Reduce -1.7% 4,017 $354K
Federation des caisses Desjardins du Quebec 0.00% Reduce -17.1% 4,014 $354K
Capital Counsel LLC 0.02% Reduce -18.4% 4,000 $352K
BlackDiamond Wealth Management, LLC 0.23% Add +10.1% 3,524 $347K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -23.2% 3,767 $335K
Lifeworks Advisors, LLC 0.09% Add +38.0% 3,797 $335K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -1.9% 3,777 $333K
Holderness Investments Co. 0.08% No change 3,768 $332K
Rovin Capital /Ut/ 0.14% New 3,730 $329K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.7% 3,726 $328K
GAMMA Investing LLC 0.04% Add +96.5% 3,722 $328K
CFS Investment Advisory Services, LLC 0.03% Add +3.1% 3,696 $326K
Readystate Asset Management LP 0.03% New 3,525 $311K
Tocqueville Asset Management L.P. 0.01% New 3,500 $308K
Envestnet Portfolio Solutions, Inc. 0.00% Add +16.6% 3,498 $308K
Versor Investments LP 0.06% New 3,459 $305K
DAVENPORT & Co LLC 0.00% Add +1.4% 3,380 $298K
White Pine Capital LLC 0.11% No change 3,357 $296K
IFP Advisors, Inc 0.01% Add +1104.0% 3,311 $292K
Schroder Investment Management Group 0.00% Reduce -93.2% 3,304 $291K
Prudential PLC 0.00% Reduce -94.7% 3,303 $291K
Exencial Wealth Advisors, LLC 0.01% Reduce -3.1% 3,300 $291K
Stephens Inc. 0.00% Reduce -0.7% 3,276 $289K
Becker Capital Management Inc. 0.01% Reduce -1.5% 3,233 $287K
Empower Advisory Group, LLC 0.00% No change 3,254 $287K
HB Wealth Management, LLC 0.00% New 3,221 $284K
MMBG Investment Advisors Co. 0.03% No change 3,200 $282K
NewEdge Advisors, LLC 0.00% Add +464.4% 3,189 $281K
Squarepoint Ops LLC 0.00% Reduce -97.4% 3,173 $280K
Fingerlakes Wealth Management, Inc. 0.25% Reduce -6.0% 3,161 $279K
Brevan Howard Capital Management LP 0.02% New 3,132 $276K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +2.1% 3,111 $274K
Clark Capital Management Group, Inc. 0.00% New 3,100 $273K
Integris Wealth Management, LLC 0.08% No change 3,048 $269K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.03% No change 3,025 $267K
Brown Miller Wealth Management, LLC 0.11% No change 3,000 $264K
Viawealth, LLC 0.16% Reduce -22.9% 2,991 $264K
Revisor Wealth Management LLC 0.18% Reduce -38.2% 2,985 $263K
Atria Wealth Solutions, Inc. 0.00% New 2,916 $257K
USA Financial Formulas 0.04% New 2,884 $254K
Essex LLC 0.06% No change 2,876 $253K
Old North State Wealth Management, LLC 0.17% Add +0.8% 2,861 $252K
LCNB Corp. 0.09% Reduce -35.3% 2,845 $251K
Jefferies Financial Group Inc. 0.01% Reduce -88.5% 2,755 $243K
Choreo, LLC 0.00% New 2,745 $238K
EverSource Wealth Advisors, LLC 0.02% Add +1.0% 2,667 $237K
Gateway Investment Advisers LLC 0.00% Reduce -56.7% 2,686 $237K
Kestra Advisory Services, LLC 0.00% New 2,642 $233K
Investment Management Corp of Ontario 0.01% New 2,591 $228K
Richwood Investment Advisors, LLC 0.20% Reduce -7.9% 2,578 $227K
Ballentine Partners, LLC 0.00% New 2,541 $224K
Wahed Invest LLC 0.04% Add +12.2% 2,535 $223K
Compound Planning, Inc. 0.02% New 2,503 $221K
IMPACTfolio, LLC 0.12% New 2,484 $219K
AXA S.A. 0.00% New 2,467 $217K
Phoenix Wealth Advisors 0.11% New 2,464 $217K
Baker Tilly Wealth Management, LLC 0.09% Reduce -73.8% 2,407 $212K
Philip James Wealth Mangement, LLC 0.14% New 2,390 $211K
Prelude Capital Management, LLC 0.02% New 2,366 $208K
Meritage Group LP 0.01% Reduce -45.7% 2,348 $207K
Cable Hill Partners, LLC 0.02% New 2,325 $206K
Coldstream Capital Management Inc. 0.01% New 2,335 $206K
CHICAGO TRUST Co NA 0.04% New 2,325 $205K
LGL Partners, LLC 0.03% New 2,311 $204K
Qtron Investments LLC 0.03% Reduce -54.4% 2,301 $203K
C M Bidwell & Associates Ltd. 0.13% New 2,280 $201K
Diversify Wealth Management, LLC 0.02% — 2,026 $200K
Acadian Asset Management LLC 0.00% Add +4229.4% 2,208 $193K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.4% 2,182 $192K
Signaturefd, LLC 0.00% Add +34.7% 2,146 $189K
Deseret Mutual Benefit Administrators 0.09% Add +4.5% 2,136 $188K
Horizon Investments, LLC 0.01% Add +1.2% 2,061 $182K
Sound Income Strategies, LLC 0.01% New 1,802 $159K
GeoWealth Management, LLC 0.01% Add +465.7% 1,714 $151K
Benjamin F. Edwards & Company, Inc. 0.00% No change 1,679 $148K
Jones Financial Companies LLLP 0.00% New 1,638 $144K
Simplex Trading, LLC 0.00% New 1,572 $138K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,570 $138K
Dynamic Wealth Strategies, LLC 0.10% Add +0.5% 1,360 $120K
Covestor Ltd 0.07% Reduce -22.9% 1,277 $113K
Larson Financial Group LLC 0.01% Add +142.8% 1,282 $113K
Ameritas Investment Partners, Inc. 0.00% Reduce -87.6% 1,269 $112K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -28.5% 1,250 $110K
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.00% — 1,200 $106K
Financial Network Wealth Advisors LLC 0.08% New 1,172 $103K
Private Trust Co. NA 0.01% Add +7.7% 1,061 $93K
Quadrant Capital Group LLC 0.01% Add +9.4% 1,031 $91K
Ruedi Wealth Management, Inc. 0.03% No change 1,000 $88K
Investors Research Corp 0.02% No change 1,000 $88K
CIBC Private Wealth Group LLC 0.00% Reduce -2.5% 901 $78K
Central Pacific Bank - Trust Division 0.01% New 880 $78K
Transamerica Financial Advisors, LLC 0.01% No change 732 $65K
Natixis 0.00% Reduce -38.3% 731 $64K
Principal Securities, Inc. 0.00% Reduce -47.0% 711 $63K
EdgeRock Capital LLC 0.05% New 700 $62K
Cypress Capital, LLC 0.02% New 700 $62K
Sentry Investment Management LLC 0.02% Reduce -17.1% 530 $47K
Lindbrook Capital, LLC 0.00% Add +75.1% 520 $46K
Assetmark, Inc. 0.00% Add +88.4% 505 $44K
Ransom Advisory, Ltd 0.02% No change 500 $44K
Harvest Fund Management Co., Ltd 0.00% New 498 $44K
Arax Advisory Partners 0.00% Add +407.1% 497 $44K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.2% 484 $43K
Parkside Financial Bank & Trust 0.01% Add +148.9% 468 $41K
Allworth Financial LP 0.00% Add +279.8% 452 $40K
Key Financial Inc 0.01% No change 450 $40K
Heritage Wealth Advisors 0.00% No change 440 $39K
Huntington National Bank 0.00% Add +53.2% 406 $36K
Pacific Center for Financial Services 0.01% No change 400 $35K
Cromwell Holdings LLC 0.02% — 373 $33K
Spire Wealth Management 0.00% Add +26.2% 371 $33K
Toth Financial Advisory Corp. 0.00% Add +0.9% 351 $31K
Geneos Wealth Management Inc. 0.00% Reduce -3.3% 350 $31K
TD Private Client Wealth LLC 0.00% Add +25.1% 329 $29K
UMB Bank, n.a. 0.00% Reduce -34.6% 323 $28K
Federated Hermes, Inc. 0.00% Reduce -90.3% 305 $27K
Westside Investment Management, Inc. 0.01% No change 301 $27K
Quent Capital, LLC 0.00% Add +94.8% 300 $26K
Armstrong Advisory Group, Inc. 0.00% No change 300 $26K
MassMutual Private Wealth & Trust, FSB 0.00% Add +168.2% 295 $26K
Missouri Trust & Investment Co 0.01% Reduce -30.9% 280 $25K
Coppell Advisory Solutions LLC 0.00% — 267 $24K
Lanark Financial, Inc. 0.00% No change 266 $23K
Avior Wealth Management, LLC 0.00% Reduce -30.4% 254 $22K
McIlrath & Eck, LLC 0.00% No change 232 $20K
Quarry LP 0.01% New 223 $20K
Tyler-Stone Wealth Management 0.01% New 219 $19K
EntryPoint Capital, LLC 0.01% Reduce -66.3% 213 $19K
Iron Horse Wealth Management, LLC 0.01% No change 210 $19K
TCTC Holdings, LLC 0.00% No change 204 $18K
Bell Investment Advisors, Inc 0.00% Reduce -4.3% 201 $18K
TD Waterhouse Canada Inc. 0.00% Reduce -85.1% 200 $17K
First Horizon Advisors, Inc. 0.00% Add +85.7% 195 $17K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.2% 182 $16K
Manchester Capital Management LLC 0.00% Add +13.6% 175 $15K
Innealta Capital, LLC 0.00% New 166 $15K
Center for Financial Planning, Inc. 0.00% No change 150 $13K
Continuum Advisory, LLC 0.00% Add +6.8% 142 $13K
Rothschild Investment LLC 0.00% Add +39.6% 141 $12K
Blue Trust, Inc. 0.00% Add +43.9% 154 $12K
Venturi Wealth Management, LLC 0.00% New 133 $12K
Whittier Trust Co. of Nevada Inc. 0.00% No change 130 $11K
Atticus Wealth Management, LLC 0.00% No change 127 $11K
Evermay Wealth Management LLC 0.00% No change 125 $11K
AdvisorNet Financial, Inc 0.00% Reduce -47.2% 124 $11K
Private Wealth Management Group, LLC 0.00% Add +339.3% 123 $11K
Red Tortoise LLC 0.01% No change 117 $10K
Smartleaf Asset Management LLC 0.00% Add +40.3% 108 $9K
TruNorth Capital Management, LLC 0.00% New 106 $9K
Ancora Advisors LLC 0.00% No change 100 $9K
Versant Capital Management, Inc 0.00% Add +380.0% 96 $8K
Coston, McIsaac & Partners 0.00% No change 100 $8K
Macroview Investment Management LLC 0.01% New 90 $8K
Farmers & Merchants Investments Inc. 0.00% No change 87 $8K
Meeder Asset Management Inc. 0.00% Reduce -74.3% 84 $7K
Exchange Traded Concepts, LLC 0.00% Add +37.7% 84 $7K
Gradient Investments LLC 0.00% Add +700.0% 80 $7K
Bfsg, LLC 0.00% No change 75 $7K
Whittier Trust Co. 0.00% No change 69 $6K
LRI Investments, LLC 0.00% No change 66 $6K
Opal Wealth Advisors, LLC 0.00% New 63 $6K
FinTrust Capital Advisors, LLC 0.00% No change 61 $5K
Prestige Wealth Management Group LLC 0.00% Add +1.8% 56 $5K
JFS Wealth Advisors, LLC 0.00% Add +36.6% 56 $5K
GW&K Investment Management, LLC 0.00% Add +316.7% 50 $4K
Harbour Investments, Inc. 0.00% Add +18.9% 44 $4K
CVA Family Office, LLC 0.00% New 42 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -7.0% 40 $4K
Raleigh Capital Management Inc. 0.00% Add +700.0% 40 $4K
West Paces Advisors Inc. 0.00% New 35 $3K
Global Retirement Partners, LLC 0.00% Reduce -15.8% 32 $3K
Delta Asset Management LLC 0.00% No change 31 $3K
Laffer Tengler Investments, Inc. 0.00% No change 27 $2K
MV Capital Management, Inc. 0.00% Reduce -97.7% 27 $2K
HHM Wealth Advisors, LLC 0.00% Add +4.0% 26 $2K
National Pension Service 0.00% No change 24 $2K
Concourse Financial Group Securities, Inc. 0.00% Reduce -54.0% 23 $2K
SJS Investment Consulting Inc. 0.00% Add +27.8% 23 $2K
Valley National Advisers Inc. 0.00% Add +50.0% 30 $2K
Bare Financial Services, Inc 0.00% New 22 $2K
Sachetta, LLC 0.00% Add +90.9% 21 $2K
Creative Financial Designs Inc. 0.00% No change 20 $2K
Leonteq Securities AG 0.00% Reduce -93.6% 18 $2K
Castleview Partners, LLC 0.00% New 17 $1K
Triad Wealth Partners, LLC 0.00% New 17 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +36.4% 15 $1K
Montag A & Associates Inc. 0.00% New 15 $1K
Carolinas Wealth Consulting LLC 0.00% New 15 $1K
TFC Financial Management, Inc. 0.00% No change 14 $1K
MCF Advisors LLC 0.00% New 13 $1K
Avion Wealth 0.00% New 13 $1K
Fairway Wealth LLC 0.00% New 11 $969
Raffa Wealth Management, LLC 0.00% No change 11 $969
Dunhill Financial, LLC 0.00% Add +22.2% 11 $946
WR Wealth Planners, LLC 0.00% Reduce -41.2% 10 $881
Boyd Watterson Asset Management LLC 0.00% No change 9 $793
Cornerstone Planning Group LLC 0.00% New 8 $790
True Wealth Design, LLC 0.00% Add +60.0% 8 $705
Belpointe Asset Management LLC 0.00% Reduce -99.9% 5 $475
Zions Bancorporation, N.A. 0.00% Reduce -73.7% 5 $441
Bokf, NA 0.00% Reduce -76.5% 4 $352
American National Bank & Trust 0.00% No change 3 $264
Atlas Capital Advisors Inc. 0.00% No change 3 $264
Rakuten Securities, Inc. 0.00% No change 2 $176
Harbor Investment Advisory, LLC 0.00% New 2 $176
Hexagon Capital Partners LLC 0.00% Add +100.0% 2 $125
SOA Wealth Advisors, LLC. 0.00% No change 1 $94
Caitlin John, LLC 0.00% No change 1 $88
Bollard Group LLC 0.00% No change 2 $0
McClarren Financial Advisors, Inc. 0.00% Add +633.3% 88 $0

"% of holder's portfolio" is CHRW's weight in each manager's 13F, not the share of C.H. Robinson Worldwide Inc. the manager owns.