Can Imperial BK of CommerceCM
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 565 institutions reported holding Can Imperial BK of Commerce (CM) in their 13F filings, up 47 from Q1 2026. 83 opened new positions and 35 sold out. The largest holders were Royal Bank of Canada ($7.3B), Bank of Montreal ($4.9B) and Vanguard Capital Management LLC ($3.2B). 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 (Q2 2026)
- CUSIP
- 136069101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $197.6M |
| Exits | 35 | $184.7M |
All 13F filers, Q1 2026 → Q2 2026: 20,136,612 shares bought and 30,257,563 shares sold, net −10,120,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| Royal Bank of Canada | 1.24% | Reduce -4.0% | 63,563,007 | $7.3B |
| Bank of Montreal | 1.80% | Add +4.0% | 42,547,730 | $4.9B |
| Vanguard Capital Management LLC | 0.07% | Reduce -0.9% | 28,143,239 | $3.2B |
| TD Asset Management Inc | 1.99% | Reduce -12.0% | 19,907,518 | $2.3B |
| Mackenzie Financial Corp. | 1.79% | Add +6.6% | 10,936,865 | $1.8B |
| Toronto Dominion Bank | 2.80% | Reduce -28.3% | 14,495,923 | $1.7B |
| National Bank of Canada | 1.36% | Add +4.5% | 13,539,141 | $1.6B |
| Cibc World Market Inc. | 2.26% | Reduce -4.7% | 11,569,311 | $1.3B |
| Bank of Nova Scotia | 2.00% | Reduce -11.2% | 11,268,708 | $1.3B |
| Geode Capital Management, LLC | 0.07% | Add +11.1% | 10,622,956 | $1.3B |
| Norges Bank | 0.11% | — | 9,895,019 | $1.1B |
| Acadian Asset Management LLC | 1.33% | Add +42.2% | 9,708,901 | $1.1B |
| FIL Ltd | 0.74% | Reduce -24.1% | 8,904,437 | $1.0B |
| TD Waterhouse Canada Inc. | 2.59% | Add +4.2% | 8,475,369 | $985.2M |
| Vanguard Fiduciary Trust Co. | 0.21% | Reduce -1.4% | 8,145,741 | $938.0M |
| Canada Pension Plan Investment Board | 0.51% | Reduce -10.5% | 8,059,922 | $927.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.74% | Reduce -12.8% | 7,969,186 | $916.8M |
| Manufacturers Life Insurance Company, The | 0.71% | Reduce -3.0% | 7,877,897 | $905.4M |
| CIBC Asset Management Inc | 1.85% | Reduce -13.6% | 7,342,841 | $843.9M |
| Vanguard Global Advisers, LLC | 0.38% | Add +6.8% | 7,069,571 | $814.1M |
| Legal & General Group Plc | 0.16% | Reduce -0.6% | 6,720,968 | $773.7M |
| Goldman Sachs Group Inc. | 0.08% | Add +37.2% | 6,621,096 | $761.4M |
| Public Sector Pension Investment Board | 1.76% | Reduce -6.4% | 5,844,333 | $672.3M |
| Morgan Stanley | 0.03% | Add +33.0% | 4,624,364 | $531.8M |
| Scotia Capital Inc. | 1.94% | Add +3.1% | 4,517,328 | $518.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -2.7% | 4,275,451 | $485.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.68% | Add +22.1% | 4,138,717 | $476.1M |
| Capital International Investors | 0.09% | Add +0.3% | 3,705,856 | $426.7M |
| Federation des caisses Desjardins du Quebec | 1.25% | Reduce -1.9% | 3,536,266 | $405.2M |
| Amundi | 0.09% | Add +5.4% | 3,209,521 | $369.2M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -5.6% | 2,811,352 | $323.3M |
| Fisher Asset Management | 0.10% | Add +10.5% | 2,810,100 | $323.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.4% | 2,723,954 | $313.6M |
| Bank of America Corp. | 0.02% | Reduce -12.8% | 2,378,121 | $273.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.16% | Add +10.2% | 2,090,763 | $240.8M |
| Deutsche Bank AG | 0.07% | Reduce -45.9% | 2,066,458 | $237.6M |
| Nuveen, LLC | 0.05% | Reduce -4.9% | 1,987,253 | $228.8M |
| Invesco Ltd. | 0.02% | Reduce -24.1% | 1,817,748 | $209.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.38% | Reduce -6.7% | 1,732,752 | $199.5M |
| Cardinal Capital Management, Inc. | 4.26% | Reduce -1.5% | 1,533,246 | $176.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.08% | Reduce -6.6% | 1,497,645 | $172.3M |
| Letko, Brosseau & Associates Inc. | 2.51% | Reduce -5.8% | 1,475,569 | $169.9M |
| OMERS ADMINISTRATION Corp | 1.01% | Add +131.0% | 1,471,188 | $169.4M |
| BlackRock, Inc. | 0.00% | Add +10.9% | 1,372,030 | $157.8M |
| Mufg Securities (canada), LTD. | 4.03% | Reduce -5.5% | 1,301,918 | $149.7M |
| Franklin Resources Inc. | 0.03% | Reduce -4.2% | 1,277,058 | $146.9M |
| Bessemer Group Inc. | 0.20% | Add +1020.1% | 1,246,182 | $143.3M |
| Russell Investments Group, Ltd. | 0.12% | Add +28.6% | 1,229,857 | $140.4M |
| Agf Management Ltd. | 0.55% | Add +35.8% | 1,204,189 | $139.7M |
| UBS Group AG | 0.02% | Add +89.4% | 1,193,384 | $137.2M |
| AustralianSuper Pty Ltd | 0.58% | Add +52.8% | 1,159,585 | $133.4M |
| Hillsdale Investment Management Inc. | 2.90% | Reduce -10.9% | 1,106,970 | $127.3M |
| Bank of New York Mellon Corp | 0.02% | Add +4.9% | 937,692 | $107.8M |
| SIG North Trading, ULC | 18.90% | New | 899,155 | $103.4M |
| Aviva PLC | 0.14% | Add +0.8% | 825,286 | $94.9M |
| Northern Trust Corp. | 0.01% | Reduce -0.8% | 818,025 | $94.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Reduce -27.7% | 815,015 | $93.6M |
| Alberta Investment Management Corp | 0.59% | Reduce -62.7% | 799,146 | $91.9M |
| Guardian Capital LP | 2.20% | Reduce -4.4% | 786,905 | $90.6M |
| Qube Research & Technologies Ltd | 0.09% | Add +370.9% | 738,712 | $85.0M |
| Caisse de depot et placement du Quebec | 0.11% | Reduce -24.5% | 694,141 | $79.9M |
| Aviso Financial Inc. | 2.70% | Reduce -6.7% | 675,677 | $77.8M |
| American Century Companies Inc. | 0.03% | Add +21.9% | 663,251 | $76.4M |
| Korea Investment CORP | 0.14% | Add +30.5% | 657,044 | $75.6M |
| APG Asset Management N.V. | 0.16% | Add +39.7% | 666,066 | $67.1M |
| Intact Investment Management Inc. | 1.83% | Add +72.6% | 560,550 | $64.5M |
| Millennium Management | 0.04% | Reduce -3.6% | 536,067 | $61.6M |
| State of Tennessee, Department of Treasury | 0.18% | Reduce -0.4% | 522,083 | $60.1M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +7.4% | 497,757 | $57.0M |
| Pictet Asset Management Holding SA | 0.05% | Add +28.4% | 487,384 | $56.1M |
| Neuberger Berman Group LLC | 0.04% | Add +8.1% | 480,915 | $55.4M |
| Value Partners Investments Inc. | 3.81% | Reduce -22.5% | 474,658 | $54.6M |
| AQR Capital Management | 0.02% | Add +4.6% | 472,593 | $54.2M |
| Vanguard Investments Australia, Ltd. | 0.13% | Add +1.0% | 467,777 | $53.9M |
| First Trust Advisors LP | 0.03% | Reduce -5.3% | 450,147 | $51.8M |
| Addenda Capital Inc. | 1.32% | Reduce -6.1% | 295,989 | $48.7M |
| Citigroup Inc. | 0.02% | Reduce -18.9% | 393,821 | $45.3M |
| Intech Investment Management LLC | 0.41% | Add +45.2% | 385,937 | $44.4M |
| BCV Asset Management Inc. | 1.33% | Reduce -52.5% | 386,903 | $44.0M |
| Cidel Asset Management Inc. | 2.11% | Reduce -22.3% | 380,736 | $43.8M |
| 1832 Asset Management L.P. | 0.05% | Reduce -9.5% | 373,033 | $42.9M |
| Guardian Partners Inc. | 3.52% | Reduce -10.2% | 338,582 | $39.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 3.53% | Reduce -25.0% | 220,139 | $36.0M |
| Susquehanna Fundamental Investments, LLC | 0.67% | Reduce -40.4% | 311,300 | $35.8M |
| Assetmark, Inc. | 0.06% | Add +6.6% | 303,379 | $34.9M |
| Purpose Unlimited Inc. | 1.29% | Add +0.5% | 290,557 | $33.4M |
| State of Wisconsin Investment Board | 0.07% | Reduce -5.0% | 290,240 | $33.4M |
| Candriam S.C.A. | 0.15% | Reduce -4.0% | 285,895 | $32.9M |
| SEB Asset Management AB | 0.12% | Add +15.2% | 282,047 | $32.5M |
| Fiera Capital Corp | 0.11% | Add +18.2% | 271,571 | $31.2M |
| Mn Services Vermogensbeheer B.V. | 0.23% | Add +24.9% | 267,476 | $30.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Reduce -33.3% | 263,988 | $30.4M |
| Triasima Portfolio Management inc. | 3.79% | Add +5.4% | 243,652 | $28.0M |
| Lazard Asset Management LLC | 0.04% | Reduce -10.0% | 241,415 | $27.8M |
| Investment Management Corp of Ontario | 0.35% | Reduce -0.0% | 238,291 | $27.4M |
| Kepler Cheuvreux (Suisse) SA | 1.48% | Reduce -44.9% | 158,322 | $25.8M |
| Public Employees Retirement System of Ohio | 0.08% | Add +47.0% | 224,302 | $25.8M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.21% | Add +8.9% | 222,010 | $25.6M |
| Barclays PLC | 0.01% | Reduce -17.8% | 214,171 | $24.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.11% | Reduce -3.2% | 213,631 | $24.6M |
| Northwest & Ethical Investments L.P. | 0.56% | Add +21.9% | 210,159 | $24.2M |
| Canerector Inc. | 10.49% | No change | 200,000 | $23.0M |
| Varma Mutual Pension Insurance Co | 0.12% | Add +1.3% | 196,411 | $22.6M |
| Nykredit A/S | 0.09% | — | 195,603 | $22.5M |
| Andra AP-fonden | 0.26% | Reduce -28.7% | 137,544 | $22.5M |
| Swiss Life Asset Management Ltd | 0.09% | Add +67.2% | 195,112 | $22.4M |
| Beutel, Goodman & Co Ltd. | 0.16% | Reduce -1.6% | 194,002 | $22.3M |
| Allianz Asset Management GmbH | 0.02% | Add +21.0% | 181,364 | $20.9M |
| Citadel Advisors | 0.01% | Add +2054.2% | 166,107 | $19.1M |
| Pinnacle Financial Partners, Inc. | 0.13% | Reduce -1.8% | 165,374 | $19.0M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 207,845 | $19.0M |
| FMR LLC | 0.00% | Add +0.4% | 152,655 | $17.6M |
| USS Investment Management Ltd | 0.07% | Add +0.1% | 151,106 | $17.4M |
| Maryland State Retirement & Pension System | 0.29% | Reduce -4.1% | 148,158 | $17.0M |
| Lorne Steinberg Wealth Management Inc. | 3.47% | Add +1.8% | 146,592 | $16.9M |
| Claret Asset Management Corp | 1.80% | Reduce -0.9% | 143,855 | $16.6M |
| K.J. Harrison & Partners Inc | 2.17% | Reduce -4.5% | 132,653 | $15.2M |
| Quantinno Capital Management LP | 0.02% | Add +31.3% | 129,007 | $14.8M |
| Jane Street Group, LLC | 0.01% | Add +106.3% | 126,231 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Add +14.3% | 124,640 | $14.3M |
| Creative Planning | 0.01% | Add +7.2% | 123,294 | $14.2M |
| Mediolanum International Funds Ltd | 0.12% | Reduce -13.1% | 123,777 | $14.1M |
| Prudential PLC | 0.09% | New | 121,810 | $14.0M |
| Sienna Gestion | 0.82% | Add +4.3% | 121,221 | $13.9M |
| Murchinson Ltd. | 6.23% | New | 110,062 | $12.7M |
| D. E. Shaw & Co. | 0.01% | Add +103.9% | 104,800 | $12.1M |
| Genus Capital Management Inc. | 1.17% | Reduce -4.0% | 103,589 | $11.9M |
| Barometer Capital Management Inc. | 3.22% | Reduce -2.3% | 70,960 | $11.6M |
| Rathbones Group PLC | 0.04% | Reduce -1.1% | 96,987 | $11.2M |
| Avanza Fonder AB | 0.24% | Add +12.6% | 68,030 | $11.1M |
| GMO | 0.02% | Add +8.9% | 94,975 | $10.9M |
| Jupiter Topco LLC | 0.00% | — | 94,559 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -32.5% | 113,596 | $10.8M |
| Utah Retirement Systems | 0.10% | Reduce -10.8% | 91,691 | $10.6M |
| Renaissance Technologies | 0.01% | New | 87,628 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.6% | 85,813 | $9.9M |
| HRT Financial LP | 0.02% | Add +95.4% | 85,601 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +21.1% | 84,053 | $9.7M |
| Causeway Capital Management LLC | 0.10% | New | 83,789 | $9.6M |
| Leuthold Group, LLC | 0.96% | Reduce -4.9% | 83,342 | $9.6M |
| Wellington Management Group LLP | 0.00% | Reduce -0.1% | 82,604 | $9.5M |
| LPL Financial LLC | 0.00% | Add +1.9% | 80,224 | $9.2M |
| PDT Partners, LLC | 0.48% | Reduce -30.4% | 80,181 | $9.2M |
| Harvest Portfolios Group Inc. | 0.13% | Reduce -3.1% | 78,829 | $9.1M |
| Federated Hermes, Inc. | 0.01% | Reduce -21.0% | 77,758 | $8.9M |
| Lipe & Dalton | 3.99% | Reduce -1.4% | 74,660 | $8.6M |
| Naples Global Advisors, LLC | 0.53% | Reduce -1.4% | 74,061 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Add +9.5% | 59,051 | $8.6M |
| NewSquare Capital LLC | 0.63% | Add +4.7% | 74,126 | $8.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.27% | Reduce -6.8% | 73,560 | $8.5M |
| Natixis Advisors, LLC | 0.01% | Add +13.1% | 71,234 | $8.2M |
| Gulf International Bank (UK) Ltd | 0.16% | Reduce -1.6% | 70,516 | $8.1M |
| Chesley Taft & Associates LLC | 0.32% | Reduce -6.1% | 70,388 | $8.1M |
| Bank of Nova Scotia Trust Co. | 0.66% | Reduce -41.5% | 69,151 | $8.0M |
| Trans-Canada Capital Inc. | 0.42% | New | 65,790 | $7.6M |
| Capital Fund Management S.A. | 0.05% | Reduce -11.7% | 64,906 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.5% | 60,376 | $7.0M |
| Plato Investment Management Ltd | 0.39% | No change | 59,922 | $6.9M |
| Ninepoint Partners LP | 0.60% | Add +44.8% | 58,346 | $6.7M |
| Gradient Investments LLC | 0.09% | Add +2.9% | 57,990 | $6.7M |
| Gold Investment Management Ltd. | 1.80% | Reduce -1.2% | 57,673 | $6.6M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +9.7% | 55,649 | $6.4M |
| Wells Fargo & Company | 0.00% | Reduce -25.5% | 55,607 | $6.4M |
| PCJ Investment Counsel Ltd. | 1.81% | Reduce -7.2% | 54,710 | $6.3M |
| Capital International Sarl | 0.08% | Reduce -7.2% | 46,317 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -5.8% | 44,576 | $5.1M |
| Capital International Ltd. | 0.16% | No change | 43,094 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | New | 43,017 | $4.9M |
| Credit Agricole S A | 0.01% | Reduce -8.2% | 40,589 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.0% | 39,694 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Add +2.5% | 39,183 | $4.5M |
| Man Group plc | 0.01% | Reduce -7.9% | 38,558 | $4.4M |
| Quantbot Technologies LP | 0.17% | New | 38,448 | $4.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -41.1% | 37,161 | $4.3M |
| Jupiter Asset Management Ltd. | 0.02% | New | 36,488 | $4.2M |
| Cetera Investment Advisers | 0.00% | Add +11.1% | 36,199 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 35,773 | $4.1M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -12.4% | 35,417 | $4.1M |
| UniSuper Management Pty Ltd | 0.02% | Add +37.1% | 24,810 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 34,600 | $4.0M |
| Smith Group Asset Management, LLC | 0.16% | Reduce -61.4% | 33,980 | $3.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -23.8% | 33,700 | $3.9M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -1.3% | 33,424 | $3.8M |
| JCIC Asset Management Inc. | 1.14% | No change | 39,295 | $3.7M |
| Osmosis Investment Management UK Ltd | 0.17% | Reduce -46.5% | 32,095 | $3.7M |
| Vise Technologies, Inc. | 0.04% | Add +4.4% | 31,841 | $3.7M |
| Quadrant Capital Group LLC | 0.10% | No change | 30,606 | $3.5M |
| Cerity Partners LLC | 0.00% | Add +6.0% | 30,590 | $3.5M |
| American Assets Investment Management, LLC | 0.21% | No change | 30,000 | $3.5M |
| ASR Vermogensbeheer N.V. | 0.03% | Add +1.4% | 29,156 | $3.4M |
| Cardinal Point Capital Management ULC | 0.19% | Add +3.1% | 29,132 | $3.3M |
| PARK CIRCLE Co | 2.84% | No change | 28,000 | $3.2M |
| Fideuram Asset Management (Ireland) dac | 0.06% | Add +1545.4% | 19,876 | $3.2M |
| MidFirst Bank | 0.23% | Add +0.8% | 27,782 | $3.2M |
| Metis Global Partners, LLC | 0.07% | Reduce -31.2% | 27,445 | $3.2M |
| Natixis | 0.01% | Reduce -14.5% | 27,131 | $3.1M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +0.1% | 27,005 | $3.1M |
| XTX Topco Ltd | 0.04% | Reduce -20.6% | 26,839 | $3.1M |
| Signaturefd, LLC | 0.04% | Add +6.8% | 25,297 | $2.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Reduce -1.7% | 25,116 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +13.1% | 25,137 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 23,714 | $2.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +11.3% | 22,041 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 22,002 | $2.5M |
| Savant Capital, LLC | 0.01% | Reduce -1.1% | 21,870 | $2.5M |
| Ritholtz Wealth Management | 0.04% | Add +9.7% | 21,552 | $2.5M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -26.5% | 21,320 | $2.5M |
| Ethic Inc. | 0.03% | Add +87.5% | 20,651 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.0% | 20,401 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -12.0% | 20,023 | $2.3M |
| BTG Pactual Asset Management US LLC | 0.17% | New | 19,997 | $2.3M |
| Generali Asset Management SPA SGR | 0.04% | Reduce -48.3% | 13,943 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 19,801 | $2.3M |
| Capital International, Inc. | 0.02% | No change | 19,560 | $2.3M |
| Fig Financial Advisory Services Inc. | 1.31% | New | 19,444 | $2.2M |
| Sei Investments Co. | 0.00% | Add +8.9% | 17,449 | $2.0M |
| Qtron Investments LLC | 0.26% | Reduce -6.8% | 17,215 | $2.0M |
| Lockheed Martin Investment Management Co. | 0.08% | New | 16,800 | $1.9M |
| Picton Mahoney Asset Management | 0.02% | Reduce -90.8% | 16,784 | $1.9M |
| Cigna Investments Inc. | 0.25% | Add +2.4% | 16,707 | $1.9M |
| Delaney Capital Management Ltd. | 0.30% | Reduce -1.2% | 16,346 | $1.9M |
| Tacita Capital Inc | 1.00% | Add +38.6% | 15,956 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +2.0% | 15,861 | $1.8M |
| US Bancorp \de | 0.00% | Add +0.6% | 15,618 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -7.8% | 15,235 | $1.8M |
| Compound Planning, Inc. | 0.05% | Add +5.7% | 15,206 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.7% | 15,129 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 15,065 | $1.7M |
| IMC-Chicago, LLC | 0.02% | New | 14,568 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 14,479 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 14,458 | $1.7M |
| First Bank & Trust | 0.24% | Reduce -5.1% | 13,933 | $1.6M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -49.6% | 16,643 | $1.6M |
| Manske Wealth Management | 0.39% | Reduce -5.5% | 13,612 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +19.1% | 13,563 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +35.6% | 13,305 | $1.5M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -10.4% | 12,946 | $1.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.8% | 12,900 | $1.5M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -15.0% | 12,865 | $1.5M |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.2% | 12,649 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +7.7% | 12,855 | $1.4M |
| Cumberland Partners Ltd | 0.09% | Reduce -11.8% | 11,940 | $1.4M |
| Hudson Value Partners, LLC | 0.34% | Reduce -5.4% | 11,900 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 11,491 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -1.3% | 11,288 | $1.3M |
| Aull & Monroe Investment Management Corp | 0.53% | No change | 11,040 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +7.2% | 10,972 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -8.0% | 10,787 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -0.0% | 10,789 | $1.2M |
| Williamson Legacy Group, LLC | 0.59% | Add +25.7% | 10,293 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.1% | 10,192 | $1.2M |
| Mairs & Power Inc. | 0.01% | No change | 10,176 | $1.2M |
| State of Wyoming | 0.12% | Reduce -10.6% | 10,070 | $1.2M |
| Vident Advisory, LLC | 0.01% | Add +6.7% | 9,996 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.6% | 9,977 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 9,878 | $1.1M |
| Berger Financial Group, Inc | 0.06% | Add +0.1% | 9,877 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.24% | Reduce -12.6% | 8,753 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.8% | 8,736 | $1.0M |
| Affinity Capital Advisors, LLC | 0.12% | No change | 8,505 | $981K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +7.7% | 8,454 | $972K |
| Crestwood Advisors Group, LLC | 0.01% | Add +3.9% | 8,285 | $953K |
| Brevan Howard Capital Management LP | 0.01% | Add +202.2% | 8,159 | $938K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +300.0% | 8,000 | $921K |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.4% | 7,873 | $905K |
| DAVENPORT & Co LLC | 0.00% | Add +69.7% | 7,694 | $885K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.7% | 7,693 | $885K |
| Tower Bridge Advisors | 0.08% | No change | 7,614 | $876K |
| Capital Group Investment Management Pte. LTD. | 0.13% | No change | 7,504 | $864K |
| Brown Advisory Inc. | 0.00% | Add +7.4% | 7,453 | $857K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.2% | 7,415 | $853K |
| 111 Capital | 0.14% | New | 7,077 | $814K |
| Arkos Global Advisors | 0.10% | No change | 7,044 | $810K |
| HSBC Holdings PLC | 0.00% | New | 6,948 | $799K |
| Clearbridge Investments, LLC | 0.00% | No change | 6,869 | $790K |
| Oakmont Investment Advisors, Inc. | 0.54% | New | 6,815 | $784K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.39% | Reduce -4.6% | 6,420 | $744K |
| Westwood Holdings Group Inc. | 0.01% | Add +9.3% | 6,451 | $743K |
| M&T Bank Corp | 0.00% | Reduce -12.3% | 6,450 | $742K |
| Dynamic Technology Lab Private Ltd | 0.17% | New | 6,430 | $739K |
| Tidal Investments LLC | 0.00% | New | 6,422 | $739K |
| Axxion S.A. | 0.05% | — | 6,317 | $727K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +5.1% | 6,154 | $708K |
| PDS Planning, Inc | 0.04% | Add +7.3% | 6,050 | $696K |
| HB Wealth Management, LLC | 0.00% | Reduce -5.0% | 6,004 | $690K |
| Shufro Rose & Co. LLC | 0.04% | No change | 6,000 | $690K |
| Donaldson Capital Management, LLC | 0.02% | New | 5,993 | $689K |
| &partners | 0.00% | Reduce -5.7% | 5,958 | $685K |
| Versant Capital Management, Inc | 0.06% | Reduce -2.5% | 5,839 | $671K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -5.2% | 5,804 | $667K |
| Independence Bank of Kentucky | 0.07% | No change | 5,646 | $649K |
| Keybank National Association | 0.00% | Add +43.6% | 5,642 | $649K |
| Glenmede Trust Co. NA | 0.00% | Add +18.1% | 5,629 | $647K |
| Ossiam | 0.01% | New | 5,262 | $606K |
| Mission Wealth Management, LP | 0.01% | Add +1.9% | 5,210 | $599K |
| Texas Yale Capital Corp. | 0.01% | Reduce -25.3% | 5,170 | $595K |
| Two Sigma Securities, LLC | 0.05% | Add +4.0% | 5,134 | $590K |
| Arq Wealth Advisors, LLC | 0.07% | No change | 5,000 | $589K |
| Keudell/Morrison Wealth Management | 0.11% | Reduce -18.8% | 5,076 | $584K |
| Bristol Gate Capital Partners Inc. | 0.04% | Reduce -27.4% | 5,031 | $579K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -1.3% | 4,913 | $562K |
| Brown Shipley& Co Ltd | 0.29% | No change | 4,860 | $559K |
| Sanchez Gaunt Capital Management, LLC | 0.31% | Add +2.3% | 4,862 | $559K |
| Grove Bank & Trust | 0.06% | No change | 4,862 | $559K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,860 | $559K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.0% | 4,818 | $554K |
| Johnson Financial Group, LLC | 0.03% | Add +2.0% | 4,609 | $530K |
| Captrust Financial Advisors | 0.00% | Add +4.8% | 4,604 | $530K |
| Viewpoint Investment Partners Corp. | 0.18% | Add +0.5% | 4,558 | $522K |
| Benjamin Edwards Inc. | 0.00% | Add +0.8% | 4,446 | $511K |
| Polar Asset Management Partners Inc. | 0.01% | New | 4,356 | $501K |
| Cascade Investment Group, Inc. | 0.28% | No change | 4,350 | $500K |
| QRG Capital Management, Inc. | 0.00% | Add +31.3% | 4,288 | $493K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.3% | 4,255 | $489K |
| Trust Co. of Toledo NA | 0.04% | No change | 4,230 | $486K |
| Walleye Capital LLC | 0.00% | Add +740.0% | 4,225 | $486K |
| Westover Capital Advisors, LLC | 0.08% | No change | 4,200 | $483K |
| Parallel Advisors, LLC | 0.01% | Add +4.1% | 4,156 | $478K |
| Waverly Advisors, LLC | 0.00% | Add +1.0% | 4,153 | $478K |
| Basecamp Wealth Advisors LLC | 0.09% | No change | 4,133 | $475K |
| United Capital Financial Advisors, LLC | 0.00% | Add +16.8% | 4,125 | $474K |
| Independent Financial Group, LLC | 0.01% | Add +0.1% | 4,085 | $470K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -3.5% | 4,082 | $469K |
| Triumph Capital Management | 0.08% | Reduce -1.9% | 4,038 | $464K |
| Syon Capital LLC | 0.02% | Add +7.6% | 4,019 | $462K |
| Lido Advisors, LLC | 0.00% | Add +4.7% | 4,011 | $461K |
| Rhumbline Advisers | 0.00% | Add +12.0% | 4,011 | $461K |
| Investment Insight Wealth Management, LLC | 0.40% | New | 4,000 | $461K |
| Gainline Financial Partners, LLC | 0.43% | — | 4,000 | $460K |
| Kathmere Capital Management, LLC | 0.02% | Add +15.4% | 3,996 | $460K |
| Baron Wealth Management LLC | 0.12% | Add +9.8% | 3,995 | $459K |
| VAUGHAN & Co SECURITIES, INC. | 0.21% | Reduce -5.2% | 3,953 | $455K |
| Center For Asset Management LLC | 0.19% | Add +1.1% | 3,803 | $437K |
| Asahi Life Asset Management Co., LTD. | 0.25% | New | 3,786 | $436K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 3,762 | $433K |
| Caprock Group, LLC | 0.01% | Add +50.6% | 3,716 | $427K |
| Greenleaf Trust | 0.00% | Add +1.1% | 3,711 | $427K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.1% | 3,689 | $424K |
| Five Oceans Advisors | 0.14% | No change | 3,675 | $423K |
| Sanctuary Advisors, LLC | 0.00% | Add +58.1% | 3,605 | $415K |
| Arax Advisory Partners | 0.00% | Add +109.6% | 3,601 | $414K |
| Silverlake Wealth Management LLC | 0.08% | Add +0.1% | 3,586 | $412K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +7.2% | 3,503 | $403K |
| Independent Advisor Alliance | 0.01% | Reduce -8.4% | 3,489 | $401K |
| Ascent Group, LLC | 0.01% | Add +7.7% | 3,411 | $392K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.5% | 3,392 | $390K |
| VestGen Advisors, LLC | 0.01% | Add +7.7% | 3,369 | $387K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +64.2% | 3,364 | $387K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.7% | 3,283 | $387K |
| PCM Encore, LLC | 0.07% | Add +3.5% | 3,357 | $386K |
| Merit Financial Group, LLC | 0.00% | Add +15.2% | 3,320 | $382K |
| Moran Wealth Management, LLC | 0.01% | Add +7.7% | 3,253 | $374K |
| Mattson Financial Services, LLC | 0.08% | Reduce -2.2% | 3,083 | $372K |
| Expressive Wealth LLC | 0.35% | Add +5.8% | 3,233 | $372K |
| Pure Financial Advisors, LLC | 0.00% | Add +9.8% | 3,231 | $372K |
| Abacus Wealth Partners, LLC | 0.04% | Reduce -37.5% | 3,218 | $370K |
| Wellington-Altus USA Inc. | 0.26% | Reduce -38.9% | 3,780 | $362K |
| Guggenheim Capital LLC | 0.00% | Add +21.4% | 3,121 | $359K |
| MQS Management LLC | 0.44% | New | 3,111 | $358K |
| Virtus Advisers, LLC | 0.14% | Reduce -31.1% | 2,561 | $357K |
| Net Worth Advisory Group | 0.09% | Add +3.2% | 3,092 | $356K |
| Brown Financial Advisors | 0.12% | Reduce -2.6% | 2,934 | $337K |
| JB Capital LLC | 0.01% | No change | 2,926 | $336K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.1% | 2,913 | $335K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.2% | 2,899 | $333K |
| SummitTX Capital, L.P. | 0.01% | New | 2,896 | $333K |
| Beck Bode, LLC | 0.05% | Reduce -2.7% | 2,884 | $332K |
| CAP Partners, LLC | 0.16% | Reduce -1.3% | 2,877 | $331K |
| Mutual Advisors, LLC | 0.01% | Add +1.8% | 2,859 | $329K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,832 | $326K |
| Kovack Advisors, Inc. | 0.02% | No change | 2,800 | $325K |
| Bridgewater Advisors Inc. | 0.02% | Add +3.8% | 2,724 | $325K |
| Income Insurance Ltd | 0.19% | No change | 2,760 | $318K |
| West Family Investments, Inc. | 0.09% | Add +4.1% | 2,724 | $313K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -2.9% | 2,721 | $313K |
| Blair William & Co. | 0.00% | Add +9.7% | 2,658 | $306K |
| Rossby Financial, LCC | 0.06% | Reduce -0.8% | 2,654 | $305K |
| Jain Global LLC | 0.00% | New | 2,608 | $300K |
| World Investment Advisors | 0.00% | Add +4.1% | 3,097 | $298K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -18.0% | 2,568 | $295K |
| Fiduciary Financial Group, LLC | 0.03% | Reduce -0.6% | 2,555 | $294K |
| Evelyn Partners Group Ltd | 0.01% | — | 2,549 | $293K |
| MAI Capital Management | 0.00% | Add +213.5% | 2,536 | $293K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 3,072 | $291K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -8.3% | 2,446 | $281K |
| Greenspring Advisors, LLC | 0.02% | Add +5.6% | 2,445 | $281K |
| Slagle Financial, LLC | 0.08% | Reduce -3.4% | 2,422 | $278K |
| Summit Trail Advisors, LLC | 0.00% | No change | 2,403 | $276K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 2,401 | $276K |
| Clearstead Advisors, LLC | 0.00% | Add +80.3% | 2,401 | $276K |
| Cromwell Holdings LLC | 0.12% | No change | 2,376 | $275K |
| Burling Wealth Partners, LLC | 0.04% | No change | 2,340 | $269K |
| Cozad Asset Management Inc. | 0.02% | Add +1.5% | 2,316 | $266K |
| Callan Family Office, LLC | 0.01% | New | 2,313 | $266K |
| Waters Parkerson & Co., LLC | 0.01% | Reduce -4.2% | 2,300 | $265K |
| Tanager Wealth Management LLP | 0.02% | New | 2,296 | $264K |
| Natural Investments, LLC | 0.06% | Reduce -5.8% | 2,258 | $259K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -1.3% | 2,231 | $257K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 2,224 | $256K |
| OneAscent Family Office, LLC | 0.13% | New | 2,222 | $256K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 2,200 | $253K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,184 | $251K |
| Choreo, LLC | 0.00% | Reduce -1.2% | 2,177 | $250K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.3% | 2,134 | $249K |
| Danske Bank A/S | 0.00% | Reduce -91.5% | 2,152 | $247K |
| D'Orazio & Associates, Inc. | 0.03% | New | 2,138 | $246K |
| Summit Global Investments | 0.01% | New | 2,135 | $245K |
| Americana Partners, LLC | 0.01% | New | 2,125 | $244K |
| CogentBlue Wealth Advisors, LLC | 0.14% | New | 2,112 | $243K |
| Fulcrum Equity Management | 0.20% | New | 2,109 | $243K |
| Intrust Bank NA | 0.02% | Reduce -4.1% | 2,080 | $239K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 2,078 | $238K |
| Carter Financial Group, INC. | 0.12% | New | 2,056 | $238K |
| Cresset Asset Management, LLC | 0.00% | New | 2,051 | $236K |
| Legacy Financial Advisors, Inc. | 0.03% | Reduce -5.1% | 2,049 | $236K |
| Empirical Asset Management, LLC | 0.05% | New | 2,026 | $233K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,015 | $232K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,015 | $232K |
| Pacifica Partners Inc. | 0.07% | No change | 2,026 | $230K |
| Madrona Financial Services, LLC | 0.04% | New | 2,000 | $230K |
| Advyzon Investment Management, LLC | 0.02% | New | 2,000 | $230K |
| Tompkins Financial Corp. | 0.02% | No change | 2,000 | $230K |
| Boston Family Office LLC | 0.01% | New | 2,000 | $230K |
| SouthState Bank Corp | 0.01% | No change | 2,000 | $230K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,020 | $230K |
| MML Investors Services, LLC | 0.00% | New | 1,954 | $225K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 1,940 | $223K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,938 | $223K |
| Manchester Capital Management LLC | 0.03% | Add +53.4% | 1,927 | $222K |
| Hendershot Investments Inc. | 0.03% | New | 1,880 | $216K |
| LSV Asset Management | 0.00% | No change | 1,871 | $215K |
| Braun-Bostich & Associates Inc. | 0.12% | New | 1,865 | $214K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,862 | $214K |
| Riversedge Advisors, LLC | 0.03% | New | 1,847 | $212K |
| Keel Point, LLC | 0.01% | New | 1,846 | $212K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,830 | $210K |
| Baskin Financial Services Inc. | 0.02% | New | 1,810 | $208K |
| Sivia Capital Partners, LLC | 0.03% | New | 1,802 | $207K |
| Oslo Pensjonsforsikring AS | 0.02% | Add +28.6% | 1,800 | $207K |
| TigerOak Management, L.L.C. | 0.06% | New | 1,800 | $207K |
| Syverson Strege & Co | 0.04% | New | 1,783 | $205K |
| MPS Loria Financial Planners, LLC | 0.05% | New | 1,769 | $203K |
| Baldwin Wealth Partners LLC | 0.01% | New | 1,762 | $203K |
| Obermeyer Wealth Partners | 0.01% | New | 1,761 | $203K |
| Global Retirement Partners, LLC | 0.00% | — | 1,685 | $194K |
| Allworth Financial LP | 0.00% | Add +1.3% | 1,680 | $193K |
| LOM Asset Management Ltd | 0.05% | No change | 1,150 | $188K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +31720.0% | 1,591 | $183K |
| Swiss Re Ltd. | 0.02% | Add +532.1% | 1,498 | $172K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.9% | 1,493 | $172K |
| Fifth Third Bancorp | 0.00% | Add +2.1% | 1,455 | $167K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,291 | $147K |
| UMB Bank, n.a. | 0.00% | No change | 1,212 | $139K |
| SHP Wealth Management | 0.01% | Add +0.3% | 1,197 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 1,183 | $136K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +58.9% | 1,176 | $135K |
| Group One Trading LLC | 0.00% | New | 1,120 | $129K |
| Larson Financial Group LLC | 0.00% | Add +10.8% | 1,043 | $120K |
| City State Bank | 0.03% | No change | 995 | $114K |
| Optiver Holding B.V. | 0.00% | New | 880 | $101K |
| Bellevue Asset Management, LLC | 0.05% | No change | 870 | $100K |
| Parkside Financial Bank & Trust | 0.01% | No change | 829 | $95K |
| Aventura Private Wealth, LLC | 0.03% | Add +6.2% | 804 | $92K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +35.7% | 779 | $89K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 765 | $88K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.4% | 722 | $83K |
| Geneos Wealth Management Inc. | 0.00% | No change | 636 | $73K |
| CENTRAL TRUST Co | 0.00% | No change | 614 | $71K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 604 | $69K |
| Spire Wealth Management | 0.00% | No change | 550 | $63K |
| CX Institutional | 0.00% | Reduce -5.7% | 542 | $62K |
| AdvisorNet Financial, Inc | 0.00% | No change | 532 | $61K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.6% | 521 | $60K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 485 | $56K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 468 | $54K |
| Lanark Financial, Inc. | 0.00% | Reduce -29.3% | 416 | $48K |
| North Star Investment Management Corp. | 0.00% | No change | 416 | $48K |
| Toth Financial Advisory Corp. | 0.00% | Add +3.8% | 415 | $48K |
| Lodestone Wealth Management LLC | 0.02% | No change | 408 | $47K |
| Crews Bank & Trust | 0.01% | No change | 400 | $46K |
| GAMMA Investing LLC | 0.00% | No change | 381 | $44K |
| Salem Investment Counselors Inc. | 0.00% | No change | 374 | $43K |
| Security National Bank of So Dak | 0.02% | New | 365 | $42K |
| JFS Wealth Advisors, LLC | 0.00% | Add +11.7% | 363 | $42K |
| Nisa Investment Advisors, LLC | 0.00% | Add +34.7% | 334 | $39K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 326 | $37K |
| Bell Investment Advisors, Inc | 0.01% | No change | 311 | $36K |
| Park Place Capital Corp | 0.01% | No change | 301 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 294 | $34K |
| Groupe la Francaise | 0.00% | Add +11.1% | 291 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -6.8% | 275 | $32K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 271 | $31K |
| Truvestments Capital LLC | 0.00% | No change | 262 | $30K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 250 | $29K |
| Accent Capital Management, LLC | 0.01% | No change | 240 | $28K |
| Bayforest Capital Ltd | 0.02% | New | 226 | $26K |
| Bare Financial Services, Inc | 0.01% | Add +108.5% | 221 | $25K |
| WPG Advisers, LLC | 0.01% | Reduce -0.5% | 217 | $25K |
| Johnson Financial Group, Inc. | 0.00% | No change | 200 | $23K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $23K |
| Financial Consulate, Inc. | 0.00% | Add +6.5% | 196 | $23K |
| Continuum Advisory, LLC | 0.00% | New | 183 | $21K |
| Tobam | 0.01% | No change | 129 | $21K |
| LRI Investments, LLC | 0.00% | Add +16.7% | 175 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +9.9% | 166 | $20K |
| Country Trust Bank | 0.00% | No change | 169 | $19K |
| Adirondack Trust Co. | 0.01% | No change | 150 | $17K |
| Blume Capital Management, Inc. | 0.00% | No change | 150 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 147 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 146 | $17K |
| High Note Wealth, LLC | 0.00% | No change | 144 | $17K |
| Zions Bancorporation, National Association | 0.00% | No change | 144 | $17K |
| IFG Advisory, LLC | 0.00% | New | 143 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 142 | $16K |
| Cornerstone Financial Management LLC | 0.01% | Add +139.0% | 141 | $16K |
| West Branch Capital LLC | 0.00% | New | 133 | $15K |
| TD Private Client Wealth LLC | 0.00% | Add +261.8% | 123 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -24.2% | 116 | $13K |
| Bard Associates Inc. | 0.00% | No change | 111 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 11,853 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | New | 101 | $12K |
| True Wealth Design, LLC | 0.00% | No change | 101 | $12K |
| High Point Wealth Management, LLC | 0.01% | No change | 100 | $12K |
| Mather Group, Llc. | 0.00% | No change | 93 | $11K |
| Raffa Wealth Management, LLC | 0.00% | Add +13.9% | 90 | $10K |
| LifeSteps Financial, Inc. | 0.00% | New | 80 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 78 | $9K |
| Dogwood Wealth Management LLC | 0.00% | No change | 72 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 71 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 70 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 65 | $7K |
| Kilter Group LLC | 0.00% | Add +353.9% | 59 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 52 | $6K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.7% | 57 | $6K |
| Bullock Wealth Management Group | 0.00% | No change | 49 | $6K |
| MV Capital Management, Inc. | 0.00% | Reduce -14.8% | 46 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 45 | $5K |
| SJS Investment Consulting Inc. | 0.00% | No change | 43 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 41 | $5K |
| Buck Wealth Strategies, LLC | 0.00% | New | 38 | $4K |
| Blue Trust, Inc. | 0.00% | Add +176.9% | 36 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 35 | $4K |
| JPL Wealth Management, LLC | 0.00% | No change | 34 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 33 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +166.7% | 32 | $4K |
| Leonteq Securities AG | 0.00% | No change | 30 | $3K |
| Advocate Investing Services LLC | 0.00% | No change | 29 | $3K |
| Institute for Wealth Management, LLC. | 0.00% | New | 27 | $3K |
| Huntington National Bank | 0.00% | Reduce -20.0% | 24 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 21 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +17.6% | 20 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 20 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +20.0% | 18 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 14 | $2K |
| Caitlin John, LLC | 0.00% | No change | 15 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 14 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1200.0% | 13 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -86.4% | 12 | $1K |
| Noble Wealth Management PBC | 0.00% | New | 10 | $1K |
| Marshall Investment Management, LLC | 0.00% | New | 8 | $920 |
| Raleigh Capital Management Inc. | 0.00% | No change | 8 | $906 |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $575 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 3 | $345 |
| Quarry LP | 0.00% | New | 3 | $345 |
"% 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.