Can Imperial BK of CommerceCM
13F holders, Q1 2026 (March 31)518holders +6
52new positions
48sold out
7famous investors
$94.88avg. 13F price*
At the end of Q1 2026, 518 institutions reported holding Can Imperial BK of Commerce (CM) in their 13F filings, up 6 from Q4 2025. 52 opened new positions and 48 sold out. The largest holders were Royal Bank of Canada ($6.3B), Bank of Montreal ($3.9B) and Vanguard Capital Management LLC ($2.7B). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Can Imperial BK of Commerce
- Filed as
- CANADIAN IMPERIAL BANK OF CO (Q1 2026)
- CUSIP
- 136069101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $128.8M |
| Exits | 48 | $230.7M |
All 13F filers, Q4 2025 → Q1 2026: 22,751,650 shares bought and 23,842,118 shares sold, net −1,090,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 518 holders
| Royal Bank of Canada | 1.19% | Add +0.1% | 66,241,847 | $6.3B |
| Bank of Montreal | 1.61% | Reduce -3.5% | 40,932,860 | $3.9B |
| Vanguard Capital Management LLC | 0.07% | — | 28,394,941 | $2.7B |
| TD Asset Management Inc | 1.73% | Reduce -0.4% | 22,617,569 | $2.1B |
| Toronto Dominion Bank | 3.73% | Reduce -5.3% | 20,225,283 | $1.9B |
| National Bank of Canada | 1.25% | Reduce -4.7% | 12,952,062 | $1.2B |
| Bank of Nova Scotia | 2.11% | Add +0.5% | 12,683,488 | $1.2B |
| Cibc World Market Inc. | 2.05% | Add +1.1% | 12,136,889 | $1.2B |
| FIL Ltd | 0.86% | Reduce -8.0% | 11,739,778 | $1.1B |
| Mackenzie Financial Corp. | 1.17% | Reduce -5.0% | 10,257,007 | $972.0M |
| Geode Capital Management, LLC | 0.06% | Add +6.8% | 9,566,294 | $933.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.99% | Reduce -1.1% | 9,134,241 | $864.5M |
| Canada Pension Plan Investment Board | 0.55% | Add +25.4% | 9,002,513 | $853.4M |
| CIBC Asset Management Inc | 1.96% | Reduce -12.1% | 8,493,467 | $802.4M |
| Vanguard Fiduciary Trust Co. | 0.20% | — | 8,261,378 | $783.0M |
| TD Waterhouse Canada Inc. | 2.31% | Add +141.7% | 8,137,749 | $777.1M |
| Manufacturers Life Insurance Company, The | 0.67% | Reduce -8.7% | 8,123,678 | $769.2M |
| Acadian Asset Management LLC | 0.92% | Add +187.4% | 6,828,789 | $645.1M |
| Legal & General Group Plc | 0.15% | Add +4.4% | 6,762,827 | $638.9M |
| Vanguard Global Advisers, LLC | 0.34% | — | 6,619,005 | $627.3M |
| Public Sector Pension Investment Board | 1.84% | Add +16.0% | 6,242,590 | $591.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +6.8% | 4,825,229 | $457.2M |
| Scotia Capital Inc. | 1.70% | Add +4.7% | 4,380,269 | $414.3M |
| JPMorgan Chase & Co. | 0.03% | Add +6.0% | 4,393,395 | $403.3M |
| Deutsche Bank AG | 0.12% | Reduce -3.6% | 3,817,955 | $361.8M |
| Capital International Investors | 0.08% | Reduce -11.1% | 3,696,076 | $350.3M |
| Federation des caisses Desjardins du Quebec | 1.22% | Reduce -4.3% | 3,604,567 | $340.0M |
| Morgan Stanley | 0.02% | Reduce -30.3% | 3,477,669 | $329.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.54% | Reduce -59.9% | 3,389,515 | $321.1M |
| Amundi | 0.08% | Add +25.7% | 3,045,890 | $288.8M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -5.9% | 2,978,994 | $282.2M |
| Bank of America Corp. | 0.02% | Add +0.5% | 2,726,487 | $258.3M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.1% | 2,685,484 | $253.7M |
| Fisher Asset Management | 0.08% | Add +20.9% | 2,542,650 | $240.9M |
| Invesco Ltd. | 0.02% | Add +7.8% | 2,394,868 | $226.9M |
| Alberta Investment Management Corp | 1.39% | Add +721.0% | 2,143,585 | $203.2M |
| Nuveen, LLC | 0.05% | Reduce -0.2% | 2,089,979 | $197.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.15% | — | 1,896,782 | $179.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.38% | Add +4.2% | 1,856,536 | $175.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.90% | Add +95.6% | 1,603,844 | $152.0M |
| Letko, Brosseau & Associates Inc. | 2.38% | Reduce -13.6% | 1,565,632 | $147.9M |
| Cardinal Capital Management, Inc. | 3.96% | Reduce -10.3% | 1,557,036 | $147.1M |
| Mufg Securities (canada), LTD. | 3.75% | Reduce -2.6% | 1,377,647 | $130.3M |
| Franklin Resources Inc. | 0.03% | Add +7.9% | 1,333,526 | $126.4M |
| Hillsdale Investment Management Inc. | 3.20% | Add +1.2% | 1,241,867 | $117.7M |
| BlackRock, Inc. | 0.00% | Add +8.8% | 1,236,875 | $117.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Add +82.4% | 1,127,955 | $106.8M |
| Russell Investments Group, Ltd. | 0.10% | Add +53.7% | 955,972 | $88.6M |
| Caisse de depot et placement du Quebec | 0.14% | Reduce -23.5% | 919,337 | $86.9M |
| Agf Management Ltd. | 0.38% | Add +2.1% | 886,485 | $84.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.1% | 894,249 | $84.7M |
| Van Eck Associates Corp. | 0.06% | Add +38.1% | 859,604 | $81.4M |
| Northern Trust Corp. | 0.01% | Add +1.7% | 824,712 | $78.1M |
| Guardian Capital LP | 2.06% | Reduce -12.5% | 823,115 | $77.8M |
| Aviva PLC | 0.13% | Add +2.9% | 818,294 | $77.3M |
| BCV Asset Management Inc. | 2.64% | Reduce -4.0% | 813,623 | $76.8M |
| AustralianSuper Pty Ltd | 0.38% | New | 759,007 | $71.9M |
| Aviso Financial Inc. | 2.43% | Add +0.5% | 723,814 | $68.5M |
| OMERS ADMINISTRATION Corp | 0.39% | Reduce -66.2% | 636,799 | $60.2M |
| UBS Group AG | 0.01% | Add +19.9% | 629,981 | $59.7M |
| Value Partners Investments Inc. | 4.42% | Reduce -22.7% | 612,390 | $57.9M |
| Millennium Management | 0.04% | Reduce -22.2% | 556,350 | $52.7M |
| American Century Companies Inc. | 0.03% | Add +17.7% | 543,902 | $51.5M |
| State of Tennessee, Department of Treasury | 0.17% | Add +0.3% | 524,247 | $49.5M |
| Susquehanna Fundamental Investments, LLC | 1.85% | Add +4.5% | 522,000 | $49.5M |
| Korea Investment CORP | 0.10% | Reduce -14.3% | 503,377 | $47.6M |
| Cidel Asset Management Inc. | 2.52% | Add +61.1% | 489,753 | $46.3M |
| Citigroup Inc. | 0.03% | Reduce -33.8% | 485,673 | $45.9M |
| First Trust Advisors LP | 0.03% | Reduce -15.5% | 475,371 | $45.0M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +4.6% | 463,458 | $43.9M |
| Vanguard Investments Australia, Ltd. | 0.13% | — | 463,010 | $43.9M |
| AQR Capital Management | 0.02% | Add +8.7% | 451,879 | $42.8M |
| Addenda Capital Inc. | 1.18% | Reduce -26.1% | 315,186 | $41.9M |
| Neuberger Berman Group LLC | 0.03% | Add +4.8% | 444,996 | $41.2M |
| APG Asset Management N.V. | 0.12% | Reduce -1.2% | 476,882 | $39.1M |
| 1832 Asset Management L.P. | 0.05% | Reduce -6.6% | 412,192 | $39.1M |
| Kepler Cheuvreux (Suisse) SA | 2.51% | No change | 287,239 | $37.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Add +38.6% | 396,026 | $37.1M |
| Blue Sparrow, LLC | 0.63% | New | 390,000 | $37.0M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -5.0% | 379,527 | $35.8M |
| Guardian Partners Inc. | 2.98% | Reduce -1.2% | 376,970 | $35.7M |
| Intact Investment Management Inc. | 0.88% | Reduce -33.8% | 324,820 | $30.8M |
| State of Wisconsin Investment Board | 0.07% | Reduce -14.1% | 305,540 | $28.9M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 3.01% | Reduce -10.9% | 293,506 | $28.2M |
| Candriam S.C.A. | 0.15% | Reduce -3.7% | 297,713 | $28.1M |
| Purpose Unlimited Inc. | 1.14% | Add +10.9% | 289,033 | $27.4M |
| Assetmark, Inc. | 0.06% | Add +6.2% | 284,477 | $27.0M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.40% | Add +89.0% | 282,370 | $26.7M |
| Canerector Inc. | 12.49% | No change | 200,000 | $26.4M |
| Lazard Asset Management LLC | 0.04% | Add +14.5% | 268,356 | $25.4M |
| Andra AP-fonden | 0.30% | Reduce -16.6% | 192,844 | $25.4M |
| Intech Investment Management LLC | 0.25% | Reduce -22.7% | 265,835 | $25.1M |
| Barclays PLC | 0.01% | Add +273.3% | 260,531 | $24.7M |
| SEB Asset Management AB | 0.10% | — | 244,750 | $23.1M |
| Investment Management Corp of Ontario | 0.29% | Reduce -18.0% | 238,336 | $22.6M |
| Triasima Portfolio Management inc. | 3.30% | Add +3.8% | 231,237 | $21.8M |
| Fiera Capital Corp | 0.07% | Add +474.3% | 229,788 | $21.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.11% | Add +0.7% | 220,610 | $20.8M |
| Janus Henderson Group PLC | 0.01% | Add +9.5% | 214,595 | $20.3M |
| Mn Services Vermogensbeheer B.V. | 0.13% | Reduce -0.6% | 214,076 | $20.2M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 207,845 | $19.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.19% | Add +32.6% | 203,910 | $19.3M |
| Beutel, Goodman & Co Ltd. | 0.13% | Reduce -1.3% | 197,192 | $18.6M |
| Varma Mutual Pension Insurance Co | 0.11% | No change | 193,811 | $18.3M |
| Picton Mahoney Asset Management | 0.18% | Reduce -81.6% | 183,173 | $17.4M |
| Zurich Insurance Group Ltd | 0.13% | Reduce -52.7% | 176,689 | $16.7M |
| Northwest & Ethical Investments L.P. | 0.38% | Reduce -16.2% | 172,397 | $16.3M |
| Pinnacle Financial Partners, Inc. | 0.12% | Reduce -1.4% | 168,370 | $16.0M |
| Alliancebernstein L.P. | 0.00% | Add +44.8% | 168,340 | $15.3M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -67.6% | 156,856 | $14.9M |
| Maryland State Retirement & Pension System | 0.30% | Reduce -1.0% | 154,521 | $14.6M |
| FMR LLC | 0.00% | Add +0.4% | 152,057 | $14.4M |
| Public Employees Retirement System of Ohio | 0.05% | Add +45.1% | 152,534 | $14.4M |
| USS Investment Management Ltd | 0.06% | Add +0.9% | 150,983 | $14.3M |
| Allianz Asset Management GmbH | 0.02% | Add +118.6% | 149,934 | $14.2M |
| Claret Asset Management Corp | 1.66% | Reduce -1.6% | 145,166 | $13.8M |
| Lorne Steinberg Wealth Management Inc. | 3.23% | Reduce -21.8% | 143,988 | $13.6M |
| K.J. Harrison & Partners Inc | 2.16% | Reduce -1.9% | 138,883 | $13.1M |
| Mediolanum International Funds Ltd | 0.14% | Add +142.8% | 142,455 | $13.1M |
| Bank of Nova Scotia Trust Co. | 0.96% | Add +11.6% | 118,272 | $11.2M |
| Swiss Life Asset Management Ltd | 0.05% | Add +47.6% | 116,678 | $11.0M |
| PDT Partners, LLC | 0.65% | No change | 115,175 | $10.9M |
| Creative Planning | 0.01% | Add +12.9% | 114,966 | $10.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +404.8% | 113,892 | $10.8M |
| Sienna Gestion | 0.70% | No change | 116,221 | $10.8M |
| Bessemer Group Inc. | 0.02% | Add +1.5% | 111,259 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +13.2% | 109,077 | $10.3M |
| Genus Capital Management Inc. | 1.17% | Add +8.9% | 107,891 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.2% | 102,874 | $9.7M |
| Utah Retirement Systems | 0.10% | Reduce -2.4% | 102,840 | $9.7M |
| Barometer Capital Management Inc. | 3.28% | Add +27.7% | 72,660 | $9.6M |
| Federated Hermes, Inc. | 0.02% | Reduce -3.4% | 98,377 | $9.3M |
| Quantinno Capital Management LP | 0.02% | Add +15.5% | 98,277 | $9.3M |
| Rathbones Group PLC | 0.04% | Reduce -2.1% | 98,093 | $9.3M |
| Smith Group Asset Management, LLC | 0.43% | Add +4.9% | 88,020 | $8.3M |
| Leuthold Group, LLC | 0.88% | Add +1.4% | 87,677 | $8.3M |
| GMO | 0.02% | Add +53.5% | 87,248 | $8.2M |
| Avanza Fonder AB | 0.22% | No change | 60,397 | $8.0M |
| Wellington Management Group LLP | 0.00% | Reduce -76.0% | 82,716 | $7.8M |
| Harvest Portfolios Group Inc. | 0.13% | Add +53.6% | 81,385 | $7.7M |
| Lombard Odier Asset Management (Switzerland) SA | 0.28% | Add +83.8% | 78,960 | $7.5M |
| LPL Financial LLC | 0.00% | Add +1.9% | 78,731 | $7.5M |
| Lipe & Dalton | 3.76% | Reduce -6.1% | 75,740 | $7.2M |
| Naples Global Advisors, LLC | 0.52% | Reduce -1.4% | 75,149 | $7.2M |
| Chesley Taft & Associates LLC | 0.30% | Reduce -11.9% | 74,964 | $7.1M |
| Wells Fargo & Company | 0.00% | Add +20.7% | 74,626 | $7.1M |
| Capital Fund Management S.A. | 0.06% | Reduce -36.8% | 73,466 | $7.0M |
| Gulf International Bank (UK) Ltd | 0.15% | Add +51.3% | 71,672 | $6.8M |
| NewSquare Capital LLC | 0.58% | Add +1.3% | 70,789 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +140.6% | 53,916 | $6.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -70.9% | 69,403 | $6.6M |
| Worldquant Millennium Advisors LLC | 0.02% | Reduce -0.9% | 63,087 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +19.6% | 62,975 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -86.1% | 61,173 | $5.8M |
| Osmosis Investment Management UK Ltd | 0.15% | Reduce -21.9% | 60,033 | $5.7M |
| Plato Investment Management Ltd | 0.38% | Add +42.6% | 59,922 | $5.7M |
| PCJ Investment Counsel Ltd. | 1.58% | Add +981.3% | 58,930 | $5.6M |
| Gold Investment Management Ltd. | 1.71% | Add +0.7% | 58,398 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 58,321 | $5.5M |
| Gradient Investments LLC | 0.08% | Add +144.2% | 56,350 | $5.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -3.2% | 51,400 | $4.9M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +18.7% | 50,717 | $4.8M |
| Capital International Sarl | 0.08% | Reduce -11.8% | 49,928 | $4.7M |
| Mariner, LLC | 0.01% | Add +8.5% | 47,348 | $4.5M |
| Credit Agricole S A | 0.01% | Reduce -2.1% | 44,205 | $4.2M |
| Two Sigma Investments, LP | 0.00% | New | 44,200 | $4.2M |
| HRT Financial LP | 0.01% | Add +242.9% | 43,806 | $4.2M |
| Capital International Ltd. | 0.15% | Reduce -12.0% | 43,094 | $4.1M |
| Man Group plc | 0.01% | Add +4.2% | 41,862 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 41,356 | $3.9M |
| Royal London Asset Management Ltd. | 0.01% | No change | 40,418 | $3.8M |
| Ninepoint Partners LP | 0.45% | Add +8.8% | 40,289 | $3.8M |
| Metis Global Partners, LLC | 0.09% | Reduce -8.8% | 39,912 | $3.8M |
| JCIC Asset Management Inc. | 1.14% | Add +2.3% | 39,295 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +2.4% | 38,235 | $3.6M |
| Generali Asset Management SPA SGR | 0.07% | Add +47.3% | 26,962 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 35,906 | $3.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -12.2% | 34,600 | $3.3M |
| XTX Topco Ltd | 0.06% | Reduce -7.5% | 33,803 | $3.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -2.5% | 33,868 | $3.2M |
| J. Safra Sarasin Holding AG | 0.05% | Add +17.1% | 33,046 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 32,581 | $3.1M |
| Natixis | 0.01% | Reduce -51.9% | 31,718 | $3.0M |
| Quadrant Capital Group LLC | 0.09% | Add +0.0% | 30,606 | $2.9M |
| American Assets Investment Management, LLC | 0.19% | No change | 30,000 | $2.8M |
| Vise Technologies, Inc. | 0.05% | No change | 30,502 | $2.8M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -83.3% | 29,016 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +3.1% | 28,872 | $2.7M |
| ASR Vermogensbeheer N.V. | 0.03% | No change | 28,758 | $2.7M |
| Cardinal Point Capital Management ULC | 0.16% | Reduce -4.1% | 28,249 | $2.7M |
| PARK CIRCLE Co | 2.52% | No change | 28,000 | $2.7M |
| MidFirst Bank | 0.22% | Reduce -4.8% | 27,564 | $2.6M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +3.0% | 26,989 | $2.6M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +439.1% | 25,646 | $2.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Add +5.6% | 25,547 | $2.4M |
| Danske Bank A/S | 0.01% | Reduce -1.4% | 25,279 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | No change | 18,100 | $2.4M |
| Signaturefd, LLC | 0.03% | Add +1.3% | 23,689 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -37.1% | 23,477 | $2.2M |
| Algert Global LLC | 0.03% | Reduce -19.7% | 23,234 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -4.8% | 22,754 | $2.2M |
| Savant Capital, LLC | 0.01% | Add +4.4% | 22,105 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +17.5% | 22,236 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 21,329 | $2.0M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.3% | 19,810 | $1.9M |
| Ritholtz Wealth Management | 0.03% | Add +17.1% | 19,650 | $1.9M |
| Capital International, Inc. | 0.01% | Reduce -56.7% | 19,560 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.5% | 19,421 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.4% | 19,395 | $1.8M |
| Qtron Investments LLC | 0.24% | Reduce -8.9% | 18,478 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -1.4% | 16,531 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +91.6% | 16,531 | $1.6M |
| Delaney Capital Management Ltd. | 0.25% | Reduce -4.2% | 16,546 | $1.6M |
| Cigna Investments Inc. | 0.24% | Reduce -1.3% | 16,310 | $1.5M |
| Sei Investments Co. | 0.00% | Add +3.7% | 16,016 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Reduce -41.3% | 15,686 | $1.5M |
| US Bancorp \de | 0.00% | Add +6.0% | 15,530 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 15,554 | $1.5M |
| Capstone Investment Advisors, LLC | 0.02% | Add +65.6% | 15,129 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +62.4% | 14,862 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 14,706 | $1.4M |
| First Bank & Trust | 0.22% | Reduce -9.2% | 14,678 | $1.4M |
| Performance Wealth Partners, LLC | 0.04% | No change | 14,446 | $1.4M |
| Manske Wealth Management | 0.38% | Reduce -0.8% | 14,400 | $1.4M |
| Compound Planning, Inc. | 0.04% | Add +4.2% | 14,387 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | New | 14,369 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 14,081 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +22.6% | 13,542 | $1.3M |
| Cumberland Partners Ltd | 0.10% | Reduce -10.6% | 13,540 | $1.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -66.0% | 12,800 | $1.2M |
| Hudson Value Partners, LLC | 0.36% | No change | 12,582 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +5.7% | 11,941 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -3.1% | 11,728 | $1.1M |
| Tacita Capital Inc | 0.64% | Add +1.9% | 11,510 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.6% | 11,434 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +4.8% | 11,390 | $1.1M |
| State of Wyoming | 0.13% | Reduce -8.5% | 11,260 | $1.1M |
| Aull & Monroe Investment Management Corp | 0.49% | No change | 11,040 | $1.0M |
| Ethic Inc. | 0.02% | Add +93.5% | 11,013 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -55.0% | 10,791 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +3.8% | 10,233 | $970K |
| Mairs & Power Inc. | 0.01% | No change | 10,176 | $964K |
| Evergreen Capital Management LLC | 0.02% | Add +0.4% | 10,136 | $960K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.7% | 10,079 | $955K |
| Measured Wealth Private Client Group, LLC | 0.26% | Reduce -3.6% | 10,013 | $949K |
| Berger Financial Group, Inc | 0.05% | Reduce -0.9% | 9,869 | $935K |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 9,808 | $930K |
| Vident Advisory, LLC | 0.01% | Add +2.3% | 9,365 | $887K |
| Affinity Capital Advisors, LLC | 0.11% | Add +0.0% | 8,505 | $806K |
| Williamson Legacy Group, LLC | 0.58% | Add +21.9% | 8,188 | $776K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +20.0% | 7,986 | $757K |
| Crestwood Advisors Group, LLC | 0.01% | Add +5.0% | 7,977 | $756K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.0% | 7,852 | $744K |
| Yousif Capital Management, LLC | 0.01% | No change | 7,841 | $743K |
| Citadel Advisors | 0.00% | Reduce -98.8% | 7,711 | $731K |
| Tower Bridge Advisors | 0.07% | No change | 7,614 | $721K |
| Wellington-Altus USA Inc. | 0.42% | Add +79.6% | 6,190 | $717K |
| Capital Group Investment Management Pte. LTD. | 0.12% | Reduce -47.2% | 7,504 | $709K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 7,397 | $701K |
| M&T Bank Corp | 0.00% | Reduce -3.4% | 7,353 | $697K |
| Massachusetts Financial Services Co. | 0.00% | Add +1.5% | 5,187 | $677K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -10.1% | 6,119 | $673K |
| Arkos Global Advisors | 0.08% | No change | 7,044 | $667K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.1% | 6,947 | $658K |
| Brown Advisory Inc. | 0.00% | Add +7.8% | 6,940 | $658K |
| Texas Yale Capital Corp. | 0.02% | No change | 6,920 | $656K |
| Bristol Gate Capital Partners Inc. | 0.04% | Add +0.0% | 6,934 | $655K |
| Clearbridge Investments, LLC | 0.00% | Reduce -12.3% | 6,869 | $651K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.29% | Add +1.4% | 6,730 | $641K |
| HB Wealth Management, LLC | 0.00% | Add +7.2% | 6,318 | $599K |
| &partners | 0.00% | Reduce -12.1% | 6,316 | $598K |
| Keudell/Morrison Wealth Management | 0.12% | Reduce -1.6% | 6,253 | $592K |
| Centiva Capital, LP | 0.03% | Reduce -34.9% | 6,137 | $581K |
| Shufro Rose & Co. LLC | 0.04% | No change | 6,000 | $569K |
| Versant Capital Management, Inc | 0.06% | Add +19.4% | 5,987 | $567K |
| Westwood Holdings Group Inc. | 0.00% | New | 5,901 | $557K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +48.0% | 5,853 | $555K |
| Independence Bank of Kentucky | 0.07% | No change | 5,646 | $535K |
| PDS Planning, Inc | 0.04% | Reduce -1.1% | 5,641 | $534K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.6% | 5,257 | $498K |
| Abacus Wealth Partners, LLC | 0.04% | Add +16.9% | 5,146 | $488K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.1% | 5,113 | $484K |
| Magnetar Financial LLC | 0.01% | Reduce -80.1% | 5,010 | $475K |
| Arq Wealth Advisors, LLC | 0.09% | New | 5,000 | $474K |
| Checchi Capital Advisers, LLC | 0.03% | Add +4.4% | 4,977 | $472K |
| Two Sigma Securities, LLC | 0.05% | Reduce -25.5% | 4,938 | $468K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,860 | $461K |
| Grove Bank & Trust | 0.05% | No change | 4,862 | $461K |
| Brown Shipley& Co Ltd | 0.28% | No change | 4,860 | $459K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -30.4% | 4,816 | $456K |
| Glenmede Trust Co. NA | 0.00% | Reduce -8.4% | 4,765 | $451K |
| Sanchez Gaunt Capital Management, LLC | 0.28% | — | 4,754 | $450K |
| Virtus Advisers, LLC | 0.21% | Reduce -3.1% | 3,719 | $441K |
| Viewpoint Investment Partners Corp. | 0.20% | New | 4,534 | $437K |
| Virtu Financial LLC | 0.02% | New | 4,602 | $436K |
| DAVENPORT & Co LLC | 0.00% | Add +30.3% | 4,533 | $430K |
| Johnson Financial Group, LLC | 0.03% | New | 4,518 | $428K |
| Benjamin Edwards Inc. | 0.00% | Add +5.7% | 4,409 | $418K |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 4,395 | $416K |
| Cascade Investment Group, Inc. | 0.27% | Reduce -8.4% | 4,350 | $412K |
| Summerhill Capital Management lnc. | 0.36% | New | 4,352 | $412K |
| Park Avenue Securities LLC | 0.00% | New | 4,309 | $408K |
| Trust Co. of Toledo NA | 0.04% | No change | 4,230 | $401K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -5.9% | 4,228 | $401K |
| Penserra Capital Management LLC | 0.00% | Add +7308.8% | 4,223 | $399K |
| Westover Capital Advisors, LLC | 0.07% | No change | 4,200 | $398K |
| GAM Holding AG | 0.03% | New | 4,200 | $397K |
| VAUGHAN & Co SECURITIES, INC. | 0.21% | Reduce -3.6% | 4,170 | $395K |
| Triumph Capital Management | 0.08% | Add +0.8% | 4,118 | $393K |
| Basecamp Wealth Advisors LLC | 0.08% | Reduce -0.4% | 4,133 | $392K |
| Waverly Advisors, LLC | 0.00% | No change | 4,111 | $390K |
| Independent Financial Group, LLC | 0.01% | Add +5.2% | 4,082 | $387K |
| Tudor Investment Corporation | 0.00% | New | 4,047 | $383K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.5% | 3,940 | $379K |
| Parallel Advisors, LLC | 0.01% | Add +7.0% | 3,994 | $378K |
| Keybank National Association | 0.00% | New | 3,930 | $372K |
| Lido Advisors, LLC | 0.00% | Reduce -5.0% | 3,830 | $363K |
| Independent Advisor Alliance | 0.00% | Reduce -3.0% | 3,809 | $361K |
| Center For Asset Management LLC | 0.18% | Add +0.6% | 3,763 | $357K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -8.9% | 3,748 | $355K |
| Harbour Investments, Inc. | 0.01% | Add +483.1% | 3,738 | $354K |
| Syon Capital LLC | 0.02% | Add +3.3% | 3,736 | $354K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +13.0% | 3,692 | $350K |
| VestGen Advisors, LLC | 0.01% | Reduce -0.5% | 3,129 | $349K |
| Five Oceans Advisors | 0.13% | No change | 3,675 | $348K |
| Greenleaf Trust | 0.00% | Add +0.9% | 3,669 | $348K |
| Baron Wealth Management LLC | 0.10% | Add +1.9% | 3,640 | $345K |
| Expressive Wealth LLC | 0.33% | Reduce -9.1% | 3,055 | $343K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.1% | 3,582 | $339K |
| Rhumbline Advisers | 0.00% | Reduce -0.3% | 3,581 | $339K |
| LGT Group Foundation | 0.00% | No change | 3,558 | $337K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.4% | 3,533 | $335K |
| Sowell Financial Services LLC | 0.01% | Add +0.8% | 3,478 | $330K |
| Kathmere Capital Management, LLC | 0.02% | Add +39.3% | 3,462 | $328K |
| Brooklyn Investment Group | 0.01% | New | 3,458 | $328K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +4.8% | 3,268 | $310K |
| QRG Capital Management, Inc. | 0.00% | Add +37.6% | 3,265 | $309K |
| PCM Encore, LLC | 0.06% | Add +16.4% | 3,245 | $307K |
| Ascent Group, LLC | 0.01% | Add +7.5% | 3,168 | $300K |
| Mattson Financial Services, LLC | 0.07% | New | 3,152 | $299K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +23.9% | 3,132 | $297K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 3,072 | $291K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -22.9% | 2,624 | $289K |
| Moran Wealth Management, LLC | 0.01% | Reduce -25.4% | 3,021 | $286K |
| Brown Financial Advisors | 0.11% | New | 3,014 | $286K |
| Net Worth Advisory Group | 0.06% | Add +5.0% | 2,997 | $284K |
| World Investment Advisors | 0.00% | Add +6.7% | 2,975 | $282K |
| Beck Bode, LLC | 0.05% | New | 2,964 | $281K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,943 | $279K |
| JB Capital LLC | 0.01% | No change | 2,926 | $277K |
| CAP Partners, LLC | 0.16% | Reduce -0.6% | 2,915 | $276K |
| Ballentine Partners, LLC | 0.00% | Add +16.8% | 2,906 | $275K |
| Merit Financial Group, LLC | 0.00% | Add +17.8% | 2,881 | $273K |
| Kovack Advisors, Inc. | 0.01% | Reduce -3.3% | 2,800 | $269K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +208.2% | 2,832 | $268K |
| Mutual Advisors, LLC | 0.01% | No change | 2,809 | $266K |
| Hexagon Capital Partners LLC | 0.04% | New | 2,801 | $265K |
| Income Insurance Ltd | 0.18% | No change | 2,760 | $261K |
| Rossby Financial, LCC | 0.05% | Add +3.3% | 2,675 | $257K |
| Brevan Howard Capital Management LP | 0.00% | New | 2,700 | $256K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.7% | 2,667 | $253K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 2,645 | $251K |
| West Family Investments, Inc. | 0.09% | Reduce -58.6% | 2,617 | $248K |
| Cwm, LLC | 0.00% | Add +1.3% | 2,573 | $244K |
| Guggenheim Capital LLC | 0.00% | Reduce -13.7% | 2,572 | $244K |
| Fiduciary Financial Group, LLC | 0.03% | Add +15.3% | 2,571 | $244K |
| Caprock Group, LLC | 0.01% | New | 2,467 | $238K |
| Slagle Financial, LLC | 0.08% | Reduce -1.8% | 2,507 | $238K |
| Blair William & Co. | 0.00% | Reduce -7.8% | 2,423 | $230K |
| Summit Trail Advisors, LLC | 0.00% | Add +0.6% | 2,403 | $228K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 2,400 | $227K |
| Natural Investments, LLC | 0.06% | No change | 2,396 | $227K |
| Cromwell Holdings LLC | 0.13% | No change | 2,376 | $227K |
| Scientech Research LLC | 0.19% | New | 2,389 | $226K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,065 | $224K |
| Blueshift Asset Management, LLC | 0.07% | Reduce -67.0% | 2,357 | $223K |
| Burling Wealth Partners, LLC | 0.04% | No change | 2,340 | $222K |
| Greenspring Advisors, LLC | 0.01% | New | 2,316 | $219K |
| Cozad Asset Management Inc. | 0.02% | Reduce -18.9% | 2,281 | $216K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,280 | $216K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.3% | 2,260 | $214K |
| NewEdge Advisors, LLC | 0.00% | Add +5304.9% | 2,216 | $210K |
| Choreo, LLC | 0.00% | Reduce -4.7% | 2,204 | $209K |
| Mountain Pacific Investment Advisers LLC | 0.04% | New | 2,200 | $208K |
| KCM Investment Advisors LLC | 0.01% | New | 2,184 | $207K |
| Intrust Bank NA | 0.02% | New | 2,169 | $206K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 2,160 | $205K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 2,049 | $194K |
| Pacifica Partners Inc. | 0.06% | No change | 2,026 | $192K |
| Tompkins Financial Corp. | 0.02% | No change | 2,000 | $190K |
| SouthState Bank Corp | 0.01% | No change | 2,000 | $190K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,000 | $189K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,936 | $183K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -40.4% | 1,914 | $181K |
| LSV Asset Management | 0.00% | No change | 1,871 | $177K |
| Arax Advisory Partners | 0.00% | Reduce -38.4% | 1,718 | $163K |
| Fideuram Asset Management (Ireland) dac | 0.02% | New | 1,208 | $161K |
| Allworth Financial LP | 0.00% | Add +17.9% | 1,658 | $157K |
| LOM Asset Management Ltd | 0.04% | No change | 1,150 | $152K |
| Fifth Third Bancorp | 0.00% | Add +6.6% | 1,425 | $135K |
| Oslo Pensjonsforsikring AS | 0.02% | — | 1,400 | $132K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,332 | $126K |
| Manchester Capital Management LLC | 0.02% | No change | 1,256 | $119K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.8% | 1,235 | $119K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.8% | 1,291 | $119K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.4% | 1,232 | $117K |
| UMB Bank, n.a. | 0.00% | No change | 1,212 | $115K |
| SHP Wealth Management | 0.01% | Add +0.3% | 1,193 | $113K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,200 | $111K |
| City State Bank | 0.02% | No change | 995 | $94K |
| Larson Financial Group LLC | 0.00% | Add +25.1% | 941 | $89K |
| Bellevue Asset Management, LLC | 0.04% | No change | 870 | $82K |
| Parkside Financial Bank & Trust | 0.01% | No change | 829 | $79K |
| MAI Capital Management | 0.00% | Add +41.9% | 809 | $77K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -67.1% | 765 | $72K |
| Aventura Private Wealth, LLC | 0.03% | No change | 757 | $72K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -18.4% | 747 | $71K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -38.5% | 740 | $70K |
| Geneos Wealth Management Inc. | 0.00% | No change | 636 | $60K |
| CENTRAL TRUST Co | 0.00% | No change | 614 | $58K |
| Capital Analysts, LLC | 0.00% | Add +0.8% | 600 | $57K |
| Lanark Financial, Inc. | 0.00% | Reduce -4.1% | 588 | $56K |
| Global Assets Advisory, LLC | 0.02% | New | 575 | $54K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Reduce -33.8% | 574 | $54K |
| CX Institutional | 0.00% | Reduce -20.4% | 575 | $54K |
| Spire Wealth Management | 0.00% | No change | 550 | $52K |
| AdvisorNet Financial, Inc | 0.00% | Add +19.6% | 532 | $50K |
| Addison Advisors LLC | 0.01% | Add +8.8% | 522 | $49K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.2% | 513 | $49K |
| Walleye Capital LLC | 0.00% | Add +39.3% | 503 | $48K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 500 | $47K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -56.0% | 485 | $46K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 468 | $44K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 450 | $43K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 416 | $39K |
| Lodestone Wealth Management LLC | 0.02% | No change | 408 | $39K |
| Crews Bank & Trust | 0.01% | No change | 400 | $38K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 381 | $36K |
| Salem Investment Counselors Inc. | 0.00% | New | 374 | $36K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 325 | $31K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.6% | 311 | $29K |
| Park Place Capital Corp | 0.01% | No change | 301 | $29K |
| IFP Advisors, Inc | 0.00% | No change | 295 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 294 | $28K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 291 | $28K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 271 | $26K |
| Truvestments Capital LLC | 0.00% | No change | 262 | $25K |
| Groupe la Francaise | 0.00% | Reduce -22.3% | 262 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Add +18.7% | 248 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 250 | $24K |
| Accent Capital Management, LLC | 0.01% | No change | 240 | $23K |
| Swiss Re Ltd. | 0.14% | No change | 237 | $22K |
| WPG Advisers, LLC | 0.02% | Reduce -4.4% | 218 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 217 | $21K |
| Johnson Financial Group, Inc. | 0.00% | New | 200 | $19K |
| Red Tortoise LLC | 0.01% | No change | 200 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $19K |
| Ascentis Independent Advisors | 0.00% | New | 185 | $18K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 185 | $18K |
| Financial Consulate, Inc. | 0.00% | Add +1944.4% | 184 | $17K |
| Tobam | 0.00% | New | 129 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +16.1% | 151 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 169 | $16K |
| Country Trust Bank | 0.00% | No change | 169 | $16K |
| Private Trust Co. NA | 0.00% | No change | 153 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 152 | $14K |
| Blume Capital Management, Inc. | 0.00% | Reduce -41.9% | 150 | $14K |
| LRI Investments, LLC | 0.00% | New | 150 | $14K |
| Adirondack Trust Co. | 0.00% | No change | 150 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 147 | $14K |
| High Note Wealth, LLC | 0.00% | No change | 144 | $14K |
| Zions Bancorporation, National Association | 0.00% | No change | 144 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 142 | $13K |
| Valley National Advisers Inc. | 0.00% | No change | 146 | $13K |
| Bard Associates Inc. | 0.00% | No change | 111 | $11K |
| Bare Financial Services, Inc | 0.00% | New | 106 | $10K |
| True Wealth Design, LLC | 0.00% | Add +50.8% | 101 | $10K |
| High Point Wealth Management, LLC | 0.01% | New | 100 | $9K |
| Mather Group, Llc. | 0.00% | New | 93 | $9K |
| Creative Financial Designs Inc. | 0.00% | Add +633.3% | 88 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 79 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 78 | $7K |
| Dogwood Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 70 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 65 | $6K |
| Cornerstone Financial Management LLC | 0.01% | Add +63.9% | 59 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +500.0% | 54 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 52 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 50 | $5K |
| Bullock Wealth Management Group | 0.00% | New | 49 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 47 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 45 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 43 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 41 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 34 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +79.0% | 34 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 33 | $3K |
| Root Financial Partners, LLC | 0.00% | Add +83.3% | 33 | $3K |
| Leonteq Securities AG | 0.00% | Reduce -97.0% | 30 | $3K |
| Huntington National Bank | 0.00% | New | 30 | $3K |
| Advocate Investing Services LLC | 0.00% | No change | 29 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 21 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 17 | $2K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 16 | $2K |
| Caitlin John, LLC | 0.00% | No change | 15 | $1K |
| Stone House Investment Management, LLC | 0.00% | Add +25.0% | 15 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 14 | $1K |
| Kilter Group LLC | 0.00% | Reduce -48.0% | 13 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 13 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 14 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 8 | $804 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 5 | $474 |
| Frazier Financial Advisors, LLC | 0.00% | New | 3 | $285 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 3 | $285 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $95 |
"% of holder's portfolio" is CM's weight in each manager's 13F, not the share of Can Imperial BK of Commerce the manager owns.