The Cooper CosCOO

13F holders, Q1 2025 (March 31)
632holders −38
59new positions
100sold out
11famous investors
$84.30avg. 13F price*

At the end of Q1 2025, 632 institutions reported holding The Cooper Cos Inc. (COO) in their 13F filings, down 38 from Q4 2024. 59 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and State Street Corp. ($721.6M). 11 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

Company
The Cooper Cos Inc.
Sector
Health Care
CUSIP
216648501
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 569Q1 2024Q2 2024: 616Q2 2024Q3 2024: 651Q3 2024Q4 2024: 670Q4 2024Q1 2025: 632Q1 2025Q2 2025: 619Q2 2025Q3 2025: 625Q3 2025Q4 2025: 663Q4 2025Q1 2026: 673Q1 2026Q2 2026: 673Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions59$244.1M
Exits100$424.5M

All 13F filers, Q4 2024 → Q1 2025: 19,499,065 shares bought and 16,304,808 shares sold, net +3,194,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 632 holders

Vanguard Group Inc. 0.04% Reduce -0.1% 23,833,254 $2.0B
BlackRock, Inc. 0.03% Reduce -5.7% 15,291,497 $1.3B
State Street Corp. 0.03% Reduce -1.5% 8,554,831 $721.6M
Kayne Anderson Rudnick Investment Management LLC 1.65% Reduce -1.2% 7,985,239 $673.6M
Capital World Investors 0.11% Add +85.0% 7,746,566 $653.4M
T. Rowe Price Investment Management, Inc. 0.41% Reduce -5.3% 7,273,101 $613.5M
JPMorgan Chase & Co. 0.03% Add +3.5% 5,177,008 $436.7M
Geode Capital Management, LLC 0.03% Add +3.5% 5,077,708 $426.9M
Goldman Sachs Group Inc. 0.08% Add +17.0% 4,734,327 $399.3M
Invesco Ltd. 0.08% Reduce -2.5% 4,724,757 $398.5M
Victory Capital Management Inc. 0.40% Reduce -0.1% 4,519,264 $381.2M
T. Rowe Price Associates Inc. 0.04% Add +12.1% 3,954,877 $333.6M
Alliancebernstein L.P. 0.12% Reduce -14.3% 3,882,720 $327.5M
Veritas Asset Management LLP 3.28% Reduce -5.1% 3,847,698 $324.6M
Neuberger Berman Group LLC 0.26% Add +41.6% 3,608,798 $304.4M
Janus Henderson Group PLC 0.14% Reduce -1.9% 2,967,953 $248.6M
Generation Investment Management LLP 1.46% Reduce -26.9% 2,873,376 $242.4M
Millennium Management 0.22% Add +37.8% 2,577,416 $217.4M
Bank of America Corp. 0.02% Add +110.0% 2,473,190 $208.6M
Norges Bank 0.03% Add +0.6% 2,384,794 $201.2M
UBS Group AG 0.04% Add +29.6% 2,187,699 $184.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +15.5% 2,121,835 $179.0M
Northern Trust Corp. 0.03% Reduce -1.0% 1,999,116 $168.6M
Morgan Stanley 0.01% Add +4.7% 1,964,188 $165.7M
Bessemer Group Inc. 0.28% Add +1.8% 1,830,561 $154.4M
Champlain Investment Partners, LLC 1.08% Add +1.8% 1,767,015 $149.0M
Ameriprise Financial Inc. 0.04% Reduce -41.5% 1,704,852 $143.8M
FMR LLC 0.01% Reduce -26.5% 1,630,812 $137.6M
Holocene Advisors, LP 0.41% Add +50.5% 1,630,138 $137.5M
Dimensional Fund Advisors LP 0.03% Add +4.1% 1,621,839 $136.8M
Macquarie Group Ltd. 0.17% Add +4.2% 1,587,530 $133.9M
Swedbank AB 0.17% Reduce -4.9% 1,549,184 $130.7M
Boston Trust Walden Corp 0.89% Add +4.3% 1,437,977 $121.3M
Massachusetts Financial Services Co. 0.04% Add +3.2% 1,435,086 $121.0M
Wells Fargo & Company 0.03% Reduce -0.8% 1,300,377 $109.7M
Deutsche Bank AG 0.04% Add +10.3% 1,282,152 $108.1M
Bank of New York Mellon Corp 0.02% Reduce -4.6% 1,242,754 $104.8M
Legal & General Group Plc 0.03% Add +1.8% 1,227,022 $103.5M
Balyasny Asset Management L.P. 0.26% New 1,216,273 $102.6M
Charles Schwab Investment Management Inc. 0.02% Add +2.0% 1,175,019 $99.1M
ArrowMark Colorado Holdings LLC 1.59% Add +1.6% 1,163,386 $98.1M
Congress Asset Management Co. 0.69% Reduce -6.0% 1,088,062 $91.8M
Amundi 0.03% Add +6.9% 982,828 $76.8M
Baron Capital (BAMCO) 0.22% Reduce -1.9% 887,945 $74.9M
Manufacturers Life Insurance Company, The 0.07% Add +0.9% 867,854 $73.2M
Alecta Tjanstepension Omsesidigt 0.40% Add +55.8% 839,700 $70.8M
Marshall Wace, LLP 0.09% Reduce -26.4% 825,917 $69.7M
D. E. Shaw & Co. 0.09% Add +133.8% 805,739 $68.0M
Point72 Asset Management 0.19% Add +329.1% 768,702 $64.8M
Select Equity Group, L.P. 0.28% Add +185.0% 749,050 $63.2M
ExodusPoint Capital Management, LP 0.82% Add +14793.0% 737,504 $62.2M
Raymond James Financial Inc. 0.02% Add +2.1% 719,725 $60.7M
Russell Investments Group, Ltd. 0.08% Add +76.1% 703,690 $59.3M
TD Asset Management Inc 0.05% Add +2.5% 686,198 $57.9M
California Public Employees Retirement System 0.04% Add +7.6% 675,431 $57.0M
Nuveen, LLC 0.02% — 656,391 $55.4M
Schroder Investment Management Group 0.06% Add +3.3% 649,543 $54.4M
Envestnet Asset Management Inc. 0.02% Reduce -4.5% 642,247 $54.2M
Rathbones Group PLC 0.25% Add +3.1% 620,622 $52.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Add +35.4% 589,304 $49.7M
Woodline Partners LP 0.31% Add +0.9% 567,402 $47.9M
Swiss National Bank 0.03% Add +0.1% 562,900 $47.5M
Barclays PLC 0.02% Add +55.8% 553,792 $46.7M
Storebrand Asset Management As 0.14% Add +7.1% 515,465 $43.5M
Arrowstreet Capital, Limited Partnership 0.03% Add +99.7% 510,581 $43.1M
Royal Bank of Canada 0.01% Reduce -1.3% 469,348 $39.6M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.3% 450,118 $38.0M
Findlay Park Partners LLP 0.38% New 440,243 $37.1M
Handelsbanken Fonder AB 0.15% Reduce -30.3% 437,662 $36.9M
Hawk Ridge Capital Management LP 1.69% New 423,900 $35.8M
HSBC Holdings PLC 0.02% Add +3.1% 407,793 $34.4M
Sei Investments Co. 0.04% Add +37.0% 401,760 $33.9M
Rhumbline Advisers 0.03% Add +9.6% 388,960 $32.8M
Jennison Associates LLC 0.02% Reduce -57.0% 380,544 $32.1M
FIL Ltd 0.03% No change 371,808 $31.4M
SG Americas Securities, LLC 0.11% Add +8337.0% 369,542 $31.2M
Curi Capital, LLC 0.75% Reduce -7.5% 358,672 $30.3M
Bellevue Group AG 0.67% Reduce -0.0% 357,025 $30.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +12.5% 345,309 $29.1M
BNP Paribas Financial Markets 0.02% Reduce -1.8% 338,209 $28.5M
Parkman Healthcare Partners LLC 3.13% Add +13.9% 312,650 $26.4M
California State Teachers Retirement System 0.03% Reduce -1.5% 312,276 $26.3M
Clearbridge Investments, LLC 0.02% Add +2.3% 300,628 $25.4M
Sone Capital Management, LLC 2.55% Add +49.1% 293,090 $24.7M
Skandinaviska Enskilda Banken AB (publ) 0.12% No change 279,852 $23.6M
Qube Research & Technologies Ltd 0.04% Reduce -56.4% 270,778 $22.8M
Twinbeech Capital LP 0.40% Add +3519.8% 263,269 $22.2M
Westwood Holdings Group Inc. 0.16% Reduce -0.5% 252,555 $21.3M
KBC Group NV 0.07% Add +1.2% 251,968 $21.3M
Public Employees Retirement Association of Colorado 0.09% No change 244,866 $20.7M
Frontier Capital Management Co. LLC 0.22% Reduce -0.3% 242,830 $20.5M
Citadel Advisors 0.02% Add +13689.6% 240,215 $20.3M
Voya Investment Management LLC 0.03% Add +33.5% 237,239 $20.0M
Rhenman & Partners Asset Management AB 2.29% Add +105.2% 236,000 $19.9M
Principal Financial Group Inc. 0.01% Reduce -4.0% 227,405 $19.2M
Stifel Financial Corp. 0.02% Reduce -2.1% 225,601 $19.0M
Citigroup Inc. 0.01% Add +84.0% 210,699 $17.8M
Walleye Capital LLC 0.22% Add +84.2% 205,876 $17.4M
Avalon Trust Co 1.37% Add +203860.0% 203,960 $17.2M
Assenagon Asset Management S.A. 0.03% Reduce -12.5% 201,989 $17.0M
Lord, Abbett & Co. LLC 0.06% Reduce -20.8% 197,579 $16.7M
Impax Asset Management Group plc 0.10% Reduce -89.9% 198,249 $16.5M
Taurus Asset Management, LLC 1.64% Add +1.9% 191,854 $16.2M
State Board of Administration of Florida Retirement System 0.03% No change 188,940 $15.9M
Bank of Montreal 0.01% Reduce -7.0% 187,029 $15.8M
Allianz Asset Management GmbH 0.02% Reduce -4.8% 185,981 $15.7M
Adage Capital Partners Gp, L.L.C. 0.03% Add +111.7% 182,160 $15.4M
Rbo & Co. LLC 2.44% Add +0.7% 181,598 $15.3M
Triodos Investment Management BV 1.25% New 181,000 $15.2M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Reduce -36.4% 176,991 $14.9M
Nicholas Company, Inc. 0.25% No change 170,940 $14.4M
Wellington Management Group LLP 0.00% Reduce -4.4% 167,445 $14.1M
New York State Teachers Retirement System 0.03% Reduce -9.7% 164,879 $13.9M
Baldwin Wealth Partners LLC 0.97% Add +44.7% 164,581 $13.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -14.0% 162,649 $13.7M
CW Advisors, LLC 0.16% Reduce -0.3% 158,624 $13.4M
National Bank of Canada 0.01% Add +61.3% 150,585 $12.7M
Thrivent Financial for Lutherans 0.03% Add +92.7% 150,195 $12.7M
LPL Financial LLC 0.00% Add +4.7% 148,261 $12.5M
Federated Hermes, Inc. 0.03% Add +0.0% 148,078 $12.5M
Prudential Financial Inc. 0.02% Reduce -0.0% 146,433 $12.4M
Aviva PLC 0.03% Add +16.3% 139,152 $11.7M
Pictet Asset Management Holding SA 0.01% Reduce -4.3% 138,881 $11.7M
C WorldWide Group Holding A/S 0.14% No change 132,704 $11.2M
Verition Fund Management LLC 0.07% Add +317.5% 130,399 $11.0M
Formuepleje A/S 0.62% Reduce -27.3% 129,923 $11.0M
Commerce Bank 0.07% Reduce -20.1% 127,689 $10.8M
Vestmark Advisory Solutions, Inc. 0.28% Add +105.4% 127,248 $10.7M
AQR Capital Management 0.01% Reduce -49.5% 124,205 $10.4M
BLI - Banque de Luxembourg Investments 0.32% No change 124,400 $10.4M
Aberdeen Group plc 0.02% Reduce -61.6% 118,331 $9.9M
Townsquare Capital LLC 0.10% Add +0.3% 116,473 $9.8M
State of Wisconsin Investment Board 0.02% Add +2.3% 113,349 $9.6M
Fisher Asset Management 0.00% Reduce -6.2% 113,335 $9.6M
Gabelli Funds LLC 0.07% No change 111,000 $9.4M
Channing Capital Management, LLC 0.28% New 110,683 $9.3M
Canada Pension Plan Investment Board 0.01% Reduce -45.9% 107,766 $9.1M
Nisa Investment Advisors, LLC 0.05% Reduce -6.9% 107,431 $9.1M
State of Tennessee, Department of Treasury 0.03% Reduce -9.9% 106,163 $9.0M
Chevy Chase Trust Holdings, LLC 0.03% Add +0.2% 104,868 $8.8M
Exencial Wealth Advisors, LLC 0.32% New 102,187 $8.6M
Geneva Capital Management LLC 0.16% Reduce -2.8% 101,488 $8.6M
Natixis Advisors, LLC 0.02% Reduce -13.9% 100,577 $8.5M
New York State Common Retirement Fund 0.01% Reduce -3.4% 100,050 $8.4M
Motley Fool Wealth Management, LLC 0.48% Reduce -7.8% 96,407 $8.1M
Hantz Financial Services, Inc. 0.14% Reduce -6.9% 94,431 $8.0M
Royal London Asset Management Ltd. 0.02% Add +9.8% 94,084 $7.9M
2Xideas AG 1.19% Reduce -18.3% 92,969 $7.8M
Janney Montgomery Scott LLC 0.02% Reduce -4.8% 92,633 $7.8M
Point72 (DIFC) Ltd 0.75% Reduce -29.7% 92,192 $7.8M
Capital International Sarl 0.17% Add +2221.7% 90,127 $7.6M
Man Group plc 0.02% Add +978.1% 89,562 $7.6M
Treasurer of the State of North Carolina 0.03% Add +1.3% 89,313 $7.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +0.7% 89,194 $7.5M
Danske Bank A/S 0.02% Add +3.0% 86,584 $7.3M
Korea Investment CORP 0.02% Reduce -4.8% 85,615 $7.2M
Asset Management One Co., Ltd. 0.03% Add +15.3% 85,567 $7.2M
Headlands Technologies LLC 0.80% Add +64.3% 83,361 $7.0M
Segall Bryant & Hamill, LLC 0.11% Reduce -16.5% 83,311 $7.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.7% 81,674 $6.9M
Truist Financial Corp. 0.01% Reduce -4.8% 81,319 $6.9M
Tudor Investment Corporation 0.06% New 80,215 $6.8M
Ensign Peak Advisors, Inc 0.01% Reduce -0.8% 74,644 $6.3M
Credit Agricole S A 0.02% Reduce -29.7% 74,113 $6.3M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -7.1% 71,708 $6.0M
Toronto Dominion Bank 0.02% Add +0.4% 70,975 $6.0M
Laurus Global Equity Management Inc. 3.97% Reduce -0.4% 70,560 $6.0M
LBP Am SA 0.09% Add +40.1% 69,934 $5.9M
KLP Kapitalforvaltning As 0.03% Add +3.0% 68,200 $5.8M
Jefferies Financial Group Inc. 0.10% Add +39.7% 67,768 $5.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -5.4% 66,564 $5.6M
Prudential PLC 0.03% Add +51.2% 64,011 $5.4M
Aristotle Atlantic Partners, LLC 0.18% No change 64,000 $5.4M
NewEdge Wealth, LLC 0.10% Add +2.8% 63,958 $5.4M
First Trust Advisors LP 0.00% Reduce -0.5% 63,169 $5.3M
Resona Asset Management Co.,Ltd. 0.03% Add +5.0% 63,012 $5.3M
Engineers Gate Manager LP 0.09% Add +2056.7% 62,933 $5.3M
Capital International Ltd. 0.22% New 61,101 $5.2M
Public Employees Retirement System of Ohio 0.02% Reduce -10.4% 60,102 $5.1M
Nomura Asset Management Co. Ltd. 0.02% Add +1.4% 59,644 $5.0M
Arizona State Retirement System 0.03% Reduce -0.2% 57,678 $4.9M
Corient Private Wealth LP 0.01% Reduce -41.2% 57,417 $4.8M
Quantinno Capital Management LP 0.03% Reduce -56.5% 56,764 $4.8M
M&T Bank Corp 0.02% Reduce -32.6% 54,414 $4.6M
State of Michigan Retirement System 0.03% Add +0.2% 54,144 $4.6M
CI Investments Inc. 0.02% Add +838.2% 53,514 $4.5M
Buckhead Capital Management LLC 1.43% Add +9.5% 52,711 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -1.7% 51,756 $4.4M
Hamilton Point Investment Advisors, LLC 0.78% Reduce -0.3% 51,569 $4.3M
Motley Fool Asset Management LLC 0.24% Reduce -29.3% 50,960 $4.3M
Prentiss Smith & Co. Inc. 2.69% New 49,204 $4.2M
Capital International, Inc. 0.05% New 46,512 $3.9M
Covea Finance 0.18% Add +95.7% 46,000 $3.9M
Czech National Bank 0.04% Add +6.2% 45,841 $3.9M
Corebridge Financial, Inc. 0.02% Reduce -2.8% 45,828 $3.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +17.8% 45,727 $3.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.8% 45,642 $3.8M
American Century Companies Inc. 0.00% Add +0.9% 45,616 $3.8M
Atria Investments, Inc 0.05% Add +6.3% 44,269 $3.7M
USS Investment Management Ltd 0.03% No change 44,106 $3.7M
GAMCO Investors 0.04% No change 44,000 $3.7M
Highland Capital Management, LLC 0.22% Reduce -0.7% 43,240 $3.6M
Retirement Systems of Alabama 0.01% Reduce -0.5% 42,889 $3.6M
Aquatic Capital Management LLC 0.09% Add +35.7% 42,865 $3.6M
Synovus Financial Corp. 0.05% Add +30.0% 41,684 $3.5M
Comerica Bank 0.01% Reduce -47.0% 41,092 $3.5M
Magnetar Financial LLC 0.05% Reduce -94.3% 40,669 $3.4M
IFM Investors Pty Ltd 0.04% No change 38,938 $3.3M
Bank of Nova Scotia 0.01% Reduce -71.4% 38,915 $3.3M
Amalgamated Bank 0.03% Add +1.6% 38,686 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +0.1% 38,170 $3.2M
US Bancorp \de 0.00% Reduce -7.9% 37,755 $3.2M
Forsta Ap-Fonden 0.02% Reduce -6.7% 37,700 $3.2M
Silvant Capital Management LLC 0.15% Reduce -19.8% 37,452 $3.2M
AXA S.A. 0.01% Reduce -44.1% 37,296 $3.1M
DekaBank Deutsche Girozentrale 0.01% Add +0.8% 37,788 $3.1M
Sanctuary Advisors, LLC 0.02% Reduce -12.2% 36,415 $3.1M
Blair William & Co. 0.01% Reduce -10.9% 35,059 $3.0M
Daiwa Securities Group Inc. 0.01% Add +2.9% 34,866 $2.9M
DNB Asset Management AS 0.01% Add +1.1% 34,698 $2.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -11.5% 33,720 $2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.1% 33,228 $2.8M
Advisors Asset Management, Inc. 0.05% Reduce -2.3% 33,089 $2.8M
Utah Retirement Systems 0.03% No change 32,244 $2.7M
Andra AP-fonden 0.04% Add +187.5% 32,200 $2.7M
ProShare Advisors LLC 0.01% Add +5.0% 31,645 $2.7M
Xponance LLC 0.03% Reduce -2.5% 31,292 $2.6M
Delta Global Management LP 0.19% New 31,270 $2.6M
CIBC Asset Management Inc 0.01% Reduce -0.9% 30,041 $2.5M
New York Life Investment Management LLC 0.03% Reduce -0.5% 29,809 $2.5M
BDF-Gestion 0.27% No change 29,592 $2.5M
Teacher Retirement System of Texas 0.01% Reduce -82.0% 29,175 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% No change 28,363 $2.4M
Natixis 0.01% Add +6225.3% 28,527 $2.4M
Nebula Research & Development LLC 0.22% Add +18.4% 28,259 $2.4M
UniSuper Management Pty Ltd 0.02% Add +14.9% 27,919 $2.4M
Public Sector Pension Investment Board 0.01% Add +8.7% 27,344 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -16.7% 26,924 $2.3M
Swiss Life Asset Management Ltd 0.02% Add +21.5% 26,854 $2.3M
Mariner, LLC 0.00% Reduce -21.7% 26,730 $2.3M
Panagora Asset Management Inc. 0.01% Reduce -4.7% 26,538 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.1% 26,189 $2.2M
TD Private Client Wealth LLC 0.06% Reduce -3.2% 25,875 $2.2M
&partners 0.02% Add +12.3% 25,037 $2.1M
Cetera Investment Advisers 0.00% Add +1.7% 24,461 $2.1M
Nissay Asset Management Corp. /Japan 0.01% Add +1.4% 24,389 $2.1M
State of Alaska, Department of Revenue 0.02% Add +3.0% 23,390 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -2.7% 23,175 $2.0M
Kornitzer Capital Management Inc. 0.04% No change 22,600 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -80.6% 22,503 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +48.9% 22,407 $1.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% Add +120.3% 22,278 $1.9M
Mackenzie Financial Corp. 0.00% Add +10.4% 21,972 $1.9M
MML Investors Services, LLC 0.01% Add +18.2% 21,748 $1.8M
CIBC Private Wealth Group LLC 0.00% Reduce -1.8% 25,167 $1.8M
Keybank National Association 0.01% Add +0.3% 21,151 $1.8M
Avanza Fonder AB 0.06% No change 21,951 $1.8M
OP Asset Management Ltd 0.03% — 20,926 $1.8M
Diversify Wealth Management, LLC 0.13% Add +19.9% 21,323 $1.8M
Lecap Asset Management Ltd. 0.41% Add +72.8% 20,662 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -0.5% 20,568 $1.7M
Ieq Capital, LLC 0.01% Reduce -26.0% 20,339 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -28.7% 20,110 $1.7M
Franklin Resources Inc. 0.00% Reduce -87.6% 20,062 $1.7M
Raiffeisen Bank International AG 0.03% No change 20,050 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -21.0% 19,823 $1.7M
Gibbs Wealth Management 0.40% Add +24.1% 19,660 $1.7M
Squarepoint Ops LLC 0.00% Reduce -53.4% 19,458 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +1.1% 19,139 $1.6M
Rafferty Asset Management, LLC 0.01% Reduce -18.2% 18,478 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -8.7% 18,164 $1.5M
Rakuten Investment Management, Inc. 0.01% — 18,242 $1.5M
Susquehanna Fundamental Investments, LLC 0.03% Reduce -84.1% 17,864 $1.5M
Oregon Public Employees Retirement Fund 0.03% Add +0.6% 17,193 $1.5M
Cerity Partners LLC 0.00% Add +6.6% 17,113 $1.4M
HighTower Advisors, LLC 0.00% Reduce -3.7% 17,088 $1.4M
Huntington National Bank 0.01% Reduce -7.3% 16,731 $1.4M
Metis Global Partners, LLC 0.04% Add +17.9% 16,394 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +4.4% 16,344 $1.4M
Torray Investment Partners LLC 0.20% No change 16,190 $1.4M
Robeco Institutional Asset Management B.V. 0.00% Reduce -21.8% 16,108 $1.4M
Bradley Foster & Sargent Inc. 0.02% New 16,014 $1.4M
Mizuho Securities USA LLC 0.03% Reduce -15.3% 15,981 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 15,846 $1.3M
Nordea Investment Management AB 0.00% Reduce -10.4% 15,733 $1.3M
Intech Investment Management LLC 0.01% No change 15,560 $1.3M
Tredje AP-fonden 0.01% No change 15,439 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Add +4.3% 15,369 $1.3M
Vident Advisory, LLC 0.02% Add +182.6% 15,288 $1.3M
Figure 8 Investment Strategies LLC 1.34% Add +2.7% 15,191 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +2.2% 15,165 $1.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -8.7% 14,702 $1.2M
Trail Ridge Investment Advisors, LLC 0.64% No change 14,700 $1.2M
Mirador Capital Partners LP 0.21% Add +7.9% 14,421 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Add +28.5% 13,722 $1.2M
Norden Group LLC 0.13% Reduce -27.1% 13,685 $1.2M
New Age Alpha Advisors, LLC 0.05% Add +3223.5% 13,593 $1.1M
Wealthfront Advisers LLC 0.00% Add +6.0% 13,490 $1.1M
Kentucky Retirement Systems 0.03% Reduce -2.6% 13,324 $1.1M
Creative Planning 0.00% Add +19.8% 12,472 $1.1M
MBM Wealth Consultants, LLC 0.31% Add +5.4% 12,432 $1.0M
EP Wealth Advisors, LLC 0.01% Add +177.2% 12,300 $1.0M
Wedbush Securities Inc. 0.04% Add +2.5% 12,212 $1.0M
Hartford Investment Management Co. 0.04% Reduce -1.0% 12,173 $1.0M
Lipe & Dalton 0.57% Reduce -8.3% 12,096 $1.0M
Rockefeller Capital Management L.P. 0.00% New 12,050 $1.0M
Williams Jones Wealth Management, LLC. 0.01% No change 12,000 $1.0M
Kintegral Advisory, LLC 0.10% Reduce -0.3% 11,770 $993K
Capital Group Investment Management Pte. LTD. 0.20% New 11,723 $989K
FORA Capital, LLC 0.10% New 11,663 $984K
Candriam S.C.A. 0.01% No change 11,348 $957K
Alliance Wealth Advisors, LLC 0.25% Reduce -0.1% 11,251 $949K
Generali Asset Management SPA SGR 0.02% Add +12.8% 11,114 $937K
Portside Wealth Group, LLC 0.15% Add +0.9% 10,989 $927K
Federation des caisses Desjardins du Quebec 0.00% Add +11.6% 10,964 $925K
Sterling Capital Management LLC 0.01% Reduce -80.2% 10,852 $915K
Sumitomo Life Insurance Co. 0.03% Reduce -0.1% 10,750 $907K
Louisiana State Employees Retirement System 0.02% No change 10,700 $903K
Securian Asset Management, Inc. 0.03% Reduce -1.9% 10,422 $879K
Wilmington Savings Fund Society, FSB 0.02% Reduce -0.3% 10,397 $877K
Norinchukin Bank, The 0.02% Add +15.2% 10,294 $868K
Orion Porfolio Solutions, LLC 0.01% Reduce -6.8% 10,270 $866K
Orion Portfolio Solutions, LLC 0.01% Reduce -6.8% 10,270 $866K
Diversified Trust Co. 0.02% Add +12.5% 10,229 $863K
Pacer Advisors, Inc. 0.00% Reduce -36.5% 10,127 $854K
Landscape Capital Management, L.L.C. 0.08% New 10,076 $850K
Gulf International Bank (UK) Ltd 0.03% Reduce -35.0% 10,062 $848K
LVW Advisors, LLC 0.10% Reduce -2.6% 9,948 $839K
B. Metzler seel. Sohn & Co. AG 0.01% No change 9,925 $837K
Tidal Investments LLC 0.01% Reduce -3.1% 9,866 $832K
Campbell & CO Investment Adviser LLC 0.06% Reduce -25.8% 9,621 $812K
Mercer Global Advisors Inc. 0.00% Add +13.7% 9,512 $802K
Net Worth Advisory Group 0.25% Add +10.6% 9,448 $797K
Integrated Wealth Concepts LLC 0.01% Reduce -0.5% 9,428 $795K
Kensington Investment Counsel, LLC 0.35% Reduce -3.8% 9,344 $788K
New Mexico Educational Retirement Board 0.03% Reduce -2.1% 9,300 $784K
Maryland State Retirement & Pension System 0.02% Reduce -15.6% 9,123 $770K
Crossmark Global Holdings, Inc. 0.01% Add +0.3% 9,075 $765K
EntryPoint Capital, LLC 0.35% New 9,050 $763K
Hutchens & Kramer Investment Management Group, LLC 0.42% Reduce -2.2% 8,974 $757K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.9% 9,214 $749K
Mitchell & Pahl Private Wealth, LLC 0.34% Add +1.8% 8,675 $732K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.0% 8,624 $727K
Bridgewater Associates 0.00% Reduce -61.1% 8,495 $717K
Impact Capital Partners LLC 0.26% Add +4.4% 8,416 $710K
Daiichi Life Insurance Co., Ltd. 0.02% New 8,372 $706K
E. Ohman J:or Asset Management AB 0.02% No change 8,300 $700K
Tranquility Partners, LLC 0.27% Reduce -1.6% 8,168 $689K
Intrust Bank NA 0.07% Reduce -7.1% 8,151 $688K
Fifth Third Bancorp 0.00% Reduce -8.7% 7,878 $665K
Vega Investment Solutions 0.13% Reduce -30.6% 7,767 $655K
Twin Capital Management Inc. 0.08% Add +0.6% 7,702 $650K
Centiva Capital, LP 0.04% Add +31.0% 7,676 $647K
Park Avenue Securities LLC 0.01% Reduce -6.1% 7,591 $640K
NEOS Investment Management LLC 0.01% Add +20.1% 7,507 $633K
Axxcess Wealth Management, LLC 0.02% Add +1.9% 7,382 $623K
OMERS ADMINISTRATION Corp 0.01% Reduce -14.1% 7,154 $603K
Cadence Bank 0.04% No change 7,112 $600K
Avantax Advisory Services, Inc. 0.00% Reduce -0.8% 7,073 $597K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.8% 7,068 $596K
Empirical Finance, LLC 0.04% Add +3.9% 6,973 $588K
Simplify Asset Management Inc. 0.03% Reduce -56.3% 6,908 $583K
Everpar Advisors LLC 0.31% Reduce -14.8% 6,863 $579K
Osaic Holdings, Inc. 0.00% Reduce -41.1% 6,856 $578K
Mark Sheptoff Financial Planning, LLC 0.32% No change 6,785 $572K
Heritage Family Offices, LLP 0.29% Add +33.6% 6,659 $562K
O'shaughnessy Asset Management, LLC 0.00% Reduce -11.5% 6,629 $559K
Whittier Trust Co. 0.01% Reduce -44.4% 6,613 $558K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +6.2% 6,601 $557K
EverSource Wealth Advisors, LLC 0.03% Add +3.5% 6,517 $550K
Illinois Municipal Retirement Fund 0.01% No change 6,366 $537K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 6,348 $535K
Nomura Holdings Inc. 0.00% Reduce -3.9% 6,307 $532K
Ballentine Partners, LLC 0.01% Reduce -2.4% 6,215 $524K
Guggenheim Capital LLC 0.00% Reduce -8.9% 6,200 $523K
Vontobel Holding Ltd. 0.00% Add +17.9% 6,143 $518K
Ossiam 0.01% Reduce -11.5% 6,114 $516K
Citizens Financial Group Inc. 0.01% Reduce -2.3% 6,113 $516K
Burns Matteson Capital Management, LLC 0.27% Reduce -18.2% 6,047 $510K
Hardy Reed LLC 0.04% Add +1.3% 5,969 $503K
Elevation Point Wealth Partners, LLC 0.04% Reduce -15.7% 5,965 $503K
JARISLOWSKY, FRASER Ltd 0.00% No change 5,800 $489K
V-Square Quantitative Management LLC 0.07% Add +13.1% 5,730 $483K
Kentucky Retirement Systems Insurance Trust Fund 0.03% New 5,675 $479K
Investment Management Corp of Ontario 0.01% New 5,644 $476K
Abacus Planning Group, Inc. 0.08% Reduce -1.3% 5,625 $474K
Signaturefd, LLC 0.01% Reduce -1.7% 5,595 $472K
Baird Financial Group, Inc. 0.00% Reduce -3.0% 5,543 $468K
Agf Management Ltd. 0.00% Add +1.9% 5,511 $465K
Bridgewater Advisors Inc. 0.04% New 5,618 $462K
Graypoint LLC 0.03% Reduce -15.3% 5,471 $461K
Forum Financial Management, LP 0.01% Add +41.5% 5,433 $458K
Kestra Advisory Services, LLC 0.00% Reduce -15.0% 5,377 $454K
Ground Swell Capital, LLC 1.06% New 5,339 $450K
Diversify Advisory Services, LLC 0.03% Add +30.7% 5,432 $447K
Transatlantique Private Wealth LLC 0.18% Add +8.5% 5,274 $445K
HighPoint Advisor Group LLC 0.03% Reduce -6.3% 5,278 $434K
Wahed Invest LLC 0.07% Add +3.8% 5,119 $432K
Gotham Asset Management 0.00% Reduce -11.8% 5,085 $429K
Roberts Capital Advisors, LLC 0.37% No change 5,004 $422K
Caption Management, LLC 0.02% New 5,000 $422K
Tower Research Capital LLC (TRC) 0.01% Reduce -63.1% 4,982 $418K
United Services Automobile Association 0.01% New 4,941 $414K
GF Fund Management Co. LTD. 0.01% No change 4,871 $411K
Venturi Wealth Management, LLC 0.02% Reduce -24.5% 4,819 $406K
Edgestream Partners, L.P. 0.01% Add +54.0% 4,649 $392K
Twin Tree Management, LP 0.01% New 4,553 $384K
Advisor OS, LLC 0.04% Reduce -12.9% 4,517 $381K
Quadrant Capital Group LLC 0.01% Add +72.1% 4,492 $379K
Davis R M Inc. 0.01% Reduce -4.3% 4,411 $372K
Aigen Investment Management, LP 0.06% New 4,358 $368K
DAVENPORT & Co LLC 0.00% Add +13.4% 4,335 $366K
Glenmede Trust Co. NA 0.00% Reduce -4.1% 4,268 $360K
E Fund Management Co., Ltd. 0.02% Add +11.1% 4,213 $355K
Wealth Alliance, LLC 0.04% Add +5.5% 4,059 $342K
PEAK6 LLC 0.01% New 4,019 $339K
Enterprise Financial Services Corp 0.20% No change 3,996 $337K
Willner & Heller, LLC 0.31% Reduce -9.1% 3,992 $337K
Vestcor Inc 0.01% Add +0.3% 3,941 $332K
MBB Public Markets I LLC 0.04% New 3,920 $331K
Teza Capital Management LLC 0.15% Reduce -79.3% 3,912 $330K
Jain Global LLC 0.01% New 3,900 $329K
Callan Family Office, LLC 0.02% Reduce -6.6% 3,872 $327K
Plato Investment Management Ltd 0.03% No change 3,827 $326K
Bedel Financial Consulting, Inc. 0.05% No change 4,000 $322K
Sequoia Financial Advisors, LLC 0.00% Reduce -6.8% 3,814 $322K
Fulton Bank, N.A. 0.01% Add +2.0% 3,791 $320K
Praxis Investment Management Inc. 0.02% Reduce -58.1% 3,780 $319K
Snowden Capital Advisors LLC 0.01% Add +3.6% 3,715 $313K
Empowered Funds, LLC 0.00% Add +3.4% 3,675 $310K
Thrive Wealth Management, LLC 0.06% Add +11.3% 3,659 $309K
Cwm, LLC 0.00% Reduce -18.7% 3,633 $306K
ASR Vermogensbeheer N.V. 0.00% — 3,599 $304K
Wallace Advisory Group, LLC 0.21% Add +3.7% 3,289 $302K
Mufg Securities Americas Inc. 0.03% Add +20.2% 3,533 $298K
First Financial Bankshares Inc 0.01% Reduce -2.1% 3,344 $282K
Lansforsakringar Fondforvaltning AB (publ) 0.00% No change 3,295 $278K
Wedmont Private Capital 0.01% Reduce -26.3% 3,578 $277K
First Manhattan Co. Llc. 0.00% No change 3,260 $275K
Brown Advisory Inc. 0.00% New 3,210 $271K
Cohen Capital Management, Inc. 0.05% No change 3,200 $270K
Captrust Financial Advisors 0.00% Reduce -29.9% 3,183 $268K
Aster Capital Management (DIFC) Ltd 0.05% Reduce -14.9% 2,942 $266K
Stephens Inc. 0.00% Reduce -4.3% 3,135 $264K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -85.6% 3,113 $263K
Portfolio Strategies, Inc. 0.04% No change 3,046 $257K
Apollon Wealth Management, LLC 0.01% Add +36.8% 2,977 $251K
Meeder Advisory Services, Inc. 0.01% Reduce -9.3% 2,913 $246K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.4% 2,894 $244K
Aureus Asset Management, LLC 0.02% No change 2,892 $244K
B. Riley Wealth Advisors, Inc. 0.01% Add +15.9% 2,891 $244K
VestGen Advisors, LLC 0.01% — 2,867 $242K
Horizon Investments, LLC 0.01% Add +5.0% 2,859 $241K
Marex Group Ltd 0.00% New 2,800 $236K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 2,788 $235K
Compound Planning, Inc. 0.01% Reduce -10.2% 2,777 $234K
First Horizon Advisors, Inc. 0.01% Add +4.0% 2,773 $234K
Profund Advisors LLC 0.01% Reduce -2.6% 2,731 $230K
United Capital Financial Advisors, LLC 0.00% Reduce -17.6% 2,701 $228K
Mgo One Seven LLC 0.01% Reduce -31.2% 2,698 $228K
GTS Securities LLC 0.01% Reduce -83.2% 2,674 $226K
Principal Securities, Inc. 0.01% No change 2,412 $222K
Silvercrest Asset Management Group LLC 0.00% Add +8.7% 2,608 $220K
Platform Technology Partners 0.06% Reduce -0.4% 2,591 $219K
Phoenix Financial Ltd. 0.00% Reduce -22.2% 2,564 $217K
TrinityBridge Ltd 0.01% Add +51.7% 2,554 $215K
Tritonpoint Wealth, LLC 0.02% Add +0.4% 2,542 $214K
Entropy Technologies, LP 0.02% Reduce -6.0% 2,538 $214K
Fidelis Capital Partners, LLC 0.02% Reduce -6.0% 2,635 $213K
GAMMA Investing LLC 0.02% Reduce -30.9% 2,493 $210K
NorthCoast Asset Management LLC 0.00% Reduce -9.4% 2,490 $210K
Greenleaf Trust 0.00% Reduce -15.5% 2,463 $208K
Syon Capital LLC 0.02% Reduce -14.3% 2,439 $206K
Lido Advisors, LLC 0.00% Reduce -27.7% 2,431 $205K
Beacon Investment Advisory Services, Inc. 0.01% Add +4.4% 2,393 $202K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 2,380 $201K
Financial Counselors Inc. 0.00% New 2,374 $200K
Rialto Wealth Management, LLC 0.06% No change 2,336 $197K
Mather Group, Llc. 0.00% Add +21.1% 2,332 $197K
Siemens Fonds Invest GmbH 0.01% New 2,305 $194K
Ramirez Asset Management, Inc. 0.04% No change 2,212 $187K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,192 $185K
Parallel Advisors, LLC 0.00% Reduce -10.1% 2,152 $181K
PenderFund Capital Management Ltd. 0.06% New 200 $180K
Farther Finance Advisors, LLC 0.00% Reduce -29.2% 2,192 $178K
Ameritas Investment Partners, Inc. 0.01% No change 2,017 $170K
Coldstream Capital Management Inc. 0.00% New 1,950 $164K
Colonial Trust Co / SC 0.02% No change 1,863 $157K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.1% 1,845 $156K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.2% 1,743 $147K
Westpac Banking Corp. 0.01% Reduce -22.5% 1,683 $142K
LRI Investments, LLC 0.01% Reduce -36.9% 1,579 $133K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Add +112.5% 1,513 $128K
Exchange Traded Concepts, LLC 0.00% Add +16.3% 1,502 $127K
AlphaQuest LLC 0.01% Reduce -89.5% 1,463 $123K
Brown Brothers Harriman & Co. 0.00% Add +6.3% 1,458 $123K
Evermay Wealth Management LLC 0.02% No change 1,440 $121K
Shell Asset Management Co. 0.01% Add +52.2% 1,440 $121K
MAI Capital Management 0.00% Reduce -7.2% 1,409 $119K
Ostrum Asset Management 0.01% Reduce -91.5% 1,332 $112K
CX Institutional 0.00% New 1,273 $107K
Manchester Capital Management LLC 0.01% Add +3.3% 1,258 $106K
Blue Trust, Inc. 0.00% Add +3.5% 1,092 $92K
Anchor Investment Management, LLC 0.01% No change 1,084 $91K
Park Place Capital Corp 0.02% Add +5.8% 1,082 $91K
Smartleaf Asset Management LLC 0.01% Reduce -14.2% 1,085 $91K
Johnson Financial Group, Inc. 0.00% New 1,050 $89K
CENTRAL TRUST Co 0.00% Reduce -8.6% 1,042 $88K
Private Trust Co. NA 0.01% Add +4.4% 1,021 $86K
Steward Partners Investment Advisory, LLC 0.00% Reduce -28.9% 1,001 $84K
Jones Financial Companies LLLP 0.00% Reduce -0.2% 968 $81K
UMB Bank, n.a. 0.00% Add +16.7% 902 $76K
HM Payson & Co. 0.00% Add +147.4% 893 $75K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.6% 891 $75K
CNB Bank 0.03% No change 800 $67K
Brooklyn Investment Group 0.01% Add +1.4% 789 $67K
Larson Financial Group LLC 0.00% Add +1071.0% 726 $61K
Acadian Asset Management LLC 0.00% No change 720 $60K
Clearstead Advisors, LLC 0.00% Reduce -81.0% 705 $59K
Quent Capital, LLC 0.01% Reduce -14.8% 692 $58K
Allworth Financial LP 0.00% Reduce -30.8% 702 $58K
Lindbrook Capital, LLC 0.00% Add +43.9% 613 $52K
J.Safra Asset Management Corp 0.00% Add +74.8% 610 $51K
NewEdge Advisors, LLC 0.00% No change 598 $50K
Atala Financial Inc 0.03% No change 552 $47K
DT Investment Partners, LLC 0.00% No change 540 $46K
Sentry Investment Management LLC 0.03% Reduce -23.0% 570 $42K
Arax Advisory Partners 0.00% Reduce -27.1% 486 $41K
Dynamic Wealth Strategies, LLC 0.03% New 479 $40K
Capital Advisors, Ltd. LLC 0.01% Add +11.1% 451 $38K
Resources Management Corp. /CT/ 0.01% No change 440 $37K
City Holding Co. 0.00% New 408 $34K
Zions Bancorporation, National Association 0.00% — 386 $33K
Trust Co. of Vermont 0.00% No change 380 $32K
Parkside Financial Bank & Trust 0.00% Reduce -10.6% 320 $27K
Hemington Wealth Management 0.00% Reduce -2.2% 313 $26K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 247 $21K
Clearstead Trust, LLC 0.00% Reduce -32.7% 237 $20K
Global Financial Private Client, LLC 0.01% Reduce -3.7% 234 $20K
Versant Capital Management, Inc 0.00% Reduce -76.8% 229 $19K
Rothschild Investment LLC 0.00% Reduce -9.2% 218 $18K
Geneos Wealth Management Inc. 0.00% Add +54.8% 209 $18K
Financial Network Wealth Advisors LLC 0.02% Add +463.6% 186 $16K
N.E.W. Advisory Services LLC 0.00% New 181 $15K
Peoples Bank 0.01% No change 180 $15K
WPG Advisers, LLC 0.01% Reduce -23.9% 178 $15K
Spire Wealth Management 0.00% Reduce -30.4% 172 $15K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -4.5% 168 $14K
GW&K Investment Management, LLC 0.00% Add +66.0% 166 $14K
Abound Financial, LLC 0.01% New 164 $14K
Bell Investment Advisors, Inc 0.00% No change 162 $14K
CVA Family Office, LLC 0.00% Add +28.0% 151 $13K
IFP Advisors, Inc 0.00% Add +67.8% 151 $13K
Covestor Ltd 0.01% Reduce -69.0% 142 $12K
Arcadia Investment Management Corp. 0.00% No change 140 $12K
AdvisorNet Financial, Inc 0.00% Add +50.5% 140 $12K
Assetmark, Inc. 0.00% Reduce -21.5% 135 $11K
Rise Advisors, LLC 0.00% Reduce -14.5% 118 $10K
Cornerstone Planning Group LLC 0.00% Add +1122.2% 110 $9K
Harbour Investments, Inc. 0.00% Add +11.0% 101 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $8K
Hollencrest Capital Management 0.00% No change 100 $8K
MV Capital Management, Inc. 0.00% Add +11.4% 98 $8K
JFS Wealth Advisors, LLC 0.00% Add +18.1% 98 $8K
Whipplewood Advisors, LLC 0.00% Reduce -22.4% 97 $8K
CKW Financial Group 0.00% No change 93 $8K
Smithfield Trust Co 0.00% No change 92 $8K
ORG Partners LLC 0.00% New 92 $7K
Dunhill Financial, LLC 0.00% Reduce -2.3% 87 $7K
Saudi Central Bank 0.04% New 79 $7K
Financial Management Professionals, Inc. 0.00% Add +4.0% 79 $7K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.9% 72 $6K
ESL Trust Services, LLC 0.00% No change 70 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -98.8% 69 $6K
Pacific Center for Financial Services 0.00% No change 68 $6K
Golden State Wealth Management, LLC 0.00% No change 64 $5K
Wolff Wiese Magana LLC 0.00% New 60 $5K
Meeder Asset Management Inc. 0.00% New 58 $5K
Private Wealth Management Group, LLC 0.00% Reduce -63.2% 57 $5K
Aventura Private Wealth, LLC 0.00% No change 48 $4K
Cetera Trust Company, N.A 0.00% No change 44 $4K
CoreCap Advisors, LLC 0.00% Add +2.3% 44 $4K
South Plains Financial, Inc. 0.00% No change 36 $3K
Creative Financial Designs Inc. 0.00% Add +45.8% 35 $3K
Red Tortoise LLC 0.00% Add +41.7% 34 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Add +17.9% 33 $3K
SouthState Bank Corp 0.00% Reduce -56.6% 33 $3K
Eastern Bank 0.00% New 29 $2K
Prestige Wealth Management Group LLC 0.00% No change 28 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.0% 23 $2K
SJS Investment Consulting Inc. 0.00% Add +10.0% 22 $2K
True Wealth Design, LLC 0.00% Add +50.0% 21 $2K
Clean Yield Group 0.00% Reduce -73.7% 20 $2K
Montag A & Associates Inc. 0.00% No change 16 $1K
Crowley Wealth Management, Inc. 0.00% No change 16 $1K
Fortitude Family Office, LLC 0.00% Reduce -69.2% 16 $1K
Raffa Wealth Management, LLC 0.00% No change 16 $1K
Rakuten Securities, Inc. 0.00% New 15 $1K
Harbor Investment Advisory, LLC 0.00% No change 15 $1K
Cromwell Holdings LLC 0.00% Reduce -97.0% 14 $1K
NewSquare Capital LLC 0.00% Add +333.3% 13 $1K
Greenline Partners, LLC 0.00% New 12 $1K
Lazard Asset Management LLC 0.00% No change 15 $1K
Penserra Capital Management LLC 0.00% Reduce -96.6% 18 $1K
Private Wealth Asset Management, LLC 0.00% — 11 $928
WealthTrak Capital Management LLC 0.00% No change 10 $844
Clark Wealth Partners 0.00% New 10 $844
Key Financial Inc 0.00% New 10 $844
Physician Wealth Advisors, Inc. 0.00% New 10 $844
Bruce G. Allen Investments, LLC 0.00% Reduce -60.0% 8 $675
Sierra Ocean, LLC 0.00% No change 8 $675
Brown, Lisle/Cummings, Inc. 0.00% New 8 $675
Trifecta Capital Advisors, LLC 0.00% No change 8 $675
WestEnd Advisors, LLC 0.00% Add +166.7% 8 $675
Nvwm, LLC 0.00% No change 6 $506
Bokf, NA 0.00% No change 6 $506
Bogart Wealth, LLC 0.00% New 6 $506
Winnacle Wealth LLC 0.00% Add +50.0% 6 $444
Chesapeake Asset Management LLC 0.00% New 5 $421
Redwood Park Advisors LLC 0.00% Reduce -33.3% 4 $338
TFC Financial Management, Inc. 0.00% No change 4 $338
Parkworth Wealth Management, Inc. 0.00% No change 4 $337
Bay Harbor Wealth Management, LLC 0.00% New 4 $337
Hexagon Capital Partners LLC 0.00% Reduce -99.2% 4 $337
SBI Securities Co., Ltd. 0.00% No change 4 $337
HFM Investment Advisors, LLC 0.00% — 3 $254
Ancora Advisors LLC 0.00% Add +50.0% 3 $253
Quest 10 Wealth Builders, Inc. 0.00% New 3 $243
Activest Wealth Management 0.00% Add +0.0% 1 $84
Cape Investment Advisory, Inc. 0.00% No change 1 $84
Principia Wealth Advisory, LLC 0.00% Reduce -75.0% 1 $78
Avion Wealth 0.00% New 5 $0

"% of holder's portfolio" is COO's weight in each manager's 13F, not the share of The Cooper Cos Inc. the manager owns.