Canadian Pacific Kansas CityCP

13F holders, Q4 2025 (December 31)
960holders +16
83new positions
87sold out
10famous investors
$73.95avg. 13F price*

At the end of Q4 2025, 960 institutions reported holding Canadian Pacific Kansas City (CP) in their 13F filings, up 16 from Q3 2025. 83 opened new positions and 87 sold out. The largest holders were Royal Bank of Canada ($3.9B), TCI Fund Management ($3.5B) and Vanguard Group Inc. ($2.8B). 10 famous investors held it, including Chris Hohn (6.5% of TCI Fund Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Canadian Pacific Kansas City
CUSIP
13646K108
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 952Q1 2024Q2 2024: 960Q2 2024Q3 2024: 973Q3 2024Q4 2024: 990Q4 2024Q1 2025: 968Q1 2025Q2 2025: 985Q2 2025Q3 2025: 944Q3 2025Q4 2025: 960Q4 2025Q1 2026: 950Q1 2026Q2 2026: 979Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions83$416.4M
Exits87$449.4M

All 13F filers, Q3 2025 → Q4 2025: 34,525,914 shares bought and 52,506,168 shares sold, net −17,980,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 960 holders

Royal Bank of Canada 0.69% Reduce -2.9% 52,973,768 $3.9B
TCI Fund Management 6.54% Reduce -4.4% 47,654,423 $3.5B
Vanguard Group Inc. 0.04% Reduce -1.8% 38,030,675 $2.8B
Invesco Ltd. 0.16% Add +1.3% 23,431,949 $1.7B
Bank of Montreal 0.63% Reduce -4.7% 20,825,252 $1.5B
TD Asset Management Inc 1.10% Reduce -0.2% 18,598,991 $1.4B
FIL Ltd 0.92% Add +20.2% 16,666,777 $1.2B
WCM Investment Management, LLC 2.49% Reduce -2.6% 16,306,938 $1.2B
Mackenzie Financial Corp. 1.41% Reduce -1.7% 16,071,058 $1.2B
FMR LLC 0.05% Add +1.8% 14,413,253 $1.1B
1832 Asset Management L.P. 1.35% Add +0.4% 14,328,630 $1.1B
Norges Bank 0.10% — 13,290,852 $978.6M
Causeway Capital Management LLC 12.78% Reduce -6.8% 12,596,802 $928.6M
Manufacturers Life Insurance Company, The 0.64% Reduce -0.7% 10,470,156 $772.5M
JPMorgan Chase & Co. 0.05% Reduce -39.9% 9,486,920 $698.5M
Veritas Asset Management LLP 7.04% Reduce -3.8% 9,344,449 $688.0M
Geode Capital Management, LLC 0.04% Add +5.5% 8,821,358 $661.3M
Cibc World Market Inc. 1.11% Add +21.9% 8,433,042 $620.9M
Franklin Resources Inc. 0.15% Reduce -8.9% 8,318,781 $612.5M
CIBC Asset Management Inc 1.37% Reduce -8.0% 7,683,036 $568.4M
Legal & General Group Plc 0.12% Add +1.8% 7,324,191 $539.8M
National Bank of Canada 0.54% Reduce -8.0% 7,098,660 $522.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.45% Reduce -38.5% 6,959,328 $512.4M
Sustainable Growth Advisers, LP 3.35% Reduce -14.1% 6,564,219 $483.3M
Fiera Capital Corp 1.45% Add +6.0% 6,213,733 $457.6M
Janus Henderson Group PLC 0.20% Add +586.1% 6,147,835 $452.8M
Goldman Sachs Group Inc. 0.06% Reduce -49.1% 6,107,664 $449.7M
Canada Pension Plan Investment Board 0.30% Add +42.0% 6,006,835 $442.2M
Fisher Asset Management 0.15% Add +3.9% 5,773,272 $425.1M
Allspring Global Investments Holdings, LLC 0.66% Reduce -8.9% 5,486,521 $408.5M
Rothschild & Co Wealth Management UK Ltd 6.20% Add +0.9% 5,353,188 $394.2M
Connor, Clark & Lunn Investment Management Ltd. 1.02% Add +19.4% 5,261,116 $387.3M
Massachusetts Financial Services Co. 0.12% Reduce -33.7% 5,137,343 $378.3M
Morgan Stanley 0.02% Add +14.0% 4,955,711 $364.9M
Fayez Sarofim & Co 0.82% Reduce -3.9% 4,635,776 $341.3M
Select Equity Group, L.P. 1.52% Add +12.1% 4,444,219 $327.6M
Beutel, Goodman & Co Ltd. 2.01% Add +16.2% 4,437,890 $327.2M
Toronto Dominion Bank 0.56% Add +66.7% 4,272,406 $314.6M
Cantillon Capital Management LLC 1.68% Add +0.8% 4,207,858 $309.8M
Federation des caisses Desjardins du Quebec 1.15% Reduce -26.4% 4,089,474 $301.1M
Scotia Capital Inc. 1.18% Reduce -0.1% 3,981,072 $293.0M
Bank of America Corp. 0.02% Reduce -27.2% 3,359,071 $247.3M
Barclays PLC 0.10% Add +0.4% 3,261,276 $240.1M
Ako Capital LLP 3.32% Add +269.9% 2,957,361 $217.8M
BNP Paribas Financial Markets 0.13% Add +205.9% 2,830,409 $208.4M
Clearbridge Investments, LLC 0.15% Reduce -27.3% 2,595,766 $191.1M
Findlay Park Partners LLP 2.42% Reduce -16.9% 2,578,696 $189.9M
Agf Management Ltd. 0.80% Add +25.0% 2,500,911 $184.3M
Northern Trust Corp. 0.02% Reduce -3.0% 2,466,501 $181.6M
Swiss National Bank 0.11% Reduce -9.3% 2,403,793 $177.3M
Consulta Ltd 8.22% Reduce -17.3% 2,275,000 $167.5M
Picton Mahoney Asset Management 1.82% Add +4.9% 2,252,702 $166.1M
Millennium Management 0.12% Add +524.3% 2,232,426 $164.4M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.0% 2,218,910 $163.6M
Cardinal Capital Management, Inc. 3.52% Add +3.7% 1,549,556 $156.6M
Thornburg Investment Management Inc. 1.96% Reduce -8.4% 2,102,939 $154.8M
Mirova US LLC 1.50% Reduce -3.1% 2,029,319 $149.4M
Alkeon Capital Management LLC 0.65% No change 2,004,000 $147.6M
Dimensional Fund Advisors LP 0.03% Add +36.0% 1,920,422 $141.4M
Bristol John W & Co. Inc. 2.10% Reduce -1.8% 1,853,795 $136.5M
Rathbones Group PLC 0.50% Add +5.9% 1,729,339 $127.3M
BCV Asset Management Inc. 3.22% — 1,118,986 $127.3M
TD Waterhouse Canada Inc. 0.78% Add +2.6% 1,708,432 $125.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.64% Reduce -14.0% 1,649,718 $121.5M
UBS Group AG 0.02% Reduce -21.6% 1,598,213 $117.7M
Deutsche Bank AG 0.04% Add +2.5% 1,581,202 $116.4M
Bank of Nova Scotia 0.17% Reduce -45.3% 1,574,919 $115.9M
Amundi 0.03% Reduce -7.2% 1,532,245 $112.8M
Wells Fargo & Company 0.02% Reduce -7.8% 1,513,130 $111.4M
American Century Companies Inc. 0.06% Add +0.2% 1,505,720 $110.9M
Mufg Securities (canada), LTD. 2.81% Reduce -9.3% 1,371,627 $101.0M
UniSuper Management Pty Ltd 0.59% Add +0.2% 972,786 $98.3M
Aviso Financial Inc. 3.71% Add +1.9% 1,324,488 $97.5M
Maren Capital LLC 5.05% Reduce -5.4% 1,275,173 $93.9M
Guardian Capital LP 2.69% Add +65.6% 1,230,640 $90.6M
Aviva PLC 0.15% Reduce -7.3% 1,219,887 $89.9M
Caisse de depot et placement du Quebec 0.15% Add +8.7% 1,178,471 $86.9M
Alberta Investment Management Corp 0.55% Reduce -0.6% 1,125,000 $82.8M
Baird Financial Group, Inc. 0.12% Add +8.8% 1,023,120 $75.3M
Sei Investments Co. 0.07% Add +45.3% 1,018,358 $75.0M
Ninety One UK Ltd 0.16% Reduce -2.0% 1,001,782 $73.9M
Lazard Asset Management LLC 0.13% Reduce -27.5% 999,478 $73.6M
Addenda Capital Inc. 2.14% Reduce -10.5% 718,820 $72.8M
State of Tennessee, Department of Treasury 0.22% Reduce -5.6% 935,393 $69.7M
Envestnet Asset Management Inc. 0.02% Reduce -17.8% 927,321 $68.3M
Raymond James Financial Inc. 0.02% Reduce -0.6% 923,720 $68.0M
Quilter Plc 1.13% Add +1.0% 915,756 $67.4M
Locust Wood Capital Advisers, LLC 1.64% Add +0.6% 888,326 $65.4M
Bank of New York Mellon Corp 0.01% Reduce -0.9% 862,116 $63.5M
Russell Investments Group, Ltd. 0.06% Reduce -2.2% 776,205 $57.2M
CI Investments Inc. 0.24% Reduce -0.6% 744,870 $54.8M
Focus Partners Wealth 0.06% Add +4.3% 737,018 $54.3M
QV Investors Inc. 4.39% New 727,991 $53.7M
BlackRock, Inc. 0.00% Reduce -24.3% 716,524 $52.8M
Citadel Advisors 0.04% Add +203.8% 697,991 $51.4M
Allianz Asset Management GmbH 0.06% Add +16.3% 696,947 $51.4M
Two Sigma Investments, LP 0.08% Add +108.5% 682,050 $50.2M
Nuveen, LLC 0.01% Add +5.3% 679,181 $50.1M
HighTower Advisors, LLC 0.05% Add +6.2% 630,624 $46.4M
Natixis Advisors, LLC 0.06% Reduce -3.9% 616,956 $45.4M
W1M Asset Management Ltd 0.45% New 589,392 $43.4M
Alliancebernstein L.P. 0.01% Reduce -3.3% 585,344 $43.1M
Interval Partners, LP 1.01% New 584,557 $43.0M
Korea Investment CORP 0.08% Reduce -10.8% 580,814 $42.8M
State Street Corp. 0.00% Reduce -6.3% 531,855 $39.2M
Port Capital LLC 1.69% Add +0.3% 530,479 $39.1M
Marathon Asset Management Ltd 1.50% Reduce -5.9% 528,966 $39.1M
Value Partners Investments Inc. 2.92% Add +0.3% 517,216 $38.1M
Northwest & Ethical Investments L.P. 0.83% Add +6.7% 499,901 $36.9M
Royal London Asset Management Ltd. 0.08% Add +0.7% 488,831 $36.0M
Neuberger Berman Group LLC 0.02% Reduce -82.0% 448,410 $33.0M
Scheer, Rowlett & Associates Investment Management Ltd. 2.23% Reduce -24.0% 441,304 $32.5M
Wgi Dm, LLC 2.41% Add +3.9% 437,824 $32.2M
AQR Capital Management 0.02% Add +15225.7% 435,251 $32.0M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +166.7% 431,965 $31.8M
Aberdeen Group plc 0.05% Add +9.8% 427,225 $31.5M
Life Cycle Investment Partners Ltd 0.21% — 301,991 $30.5M
APG Asset Management N.V. 0.08% Reduce -19.8% 475,268 $29.8M
OMERS ADMINISTRATION Corp 0.21% New 400,000 $29.5M
Pictet Asset Management Holding SA 0.03% Reduce -21.4% 394,691 $29.1M
Ycg, LLC 2.16% Add +0.6% 389,690 $28.7M
Duff & Phelps Investment Management Co. 0.31% Reduce -2.3% 370,512 $27.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +0.3% 363,211 $26.8M
Fisher Funds Management LTD 0.69% Reduce -28.6% 362,901 $26.8M
Citigroup Inc. 0.02% Reduce -6.6% 361,667 $26.7M
Jane Street Group, LLC 0.03% Add +6.5% 361,792 $26.6M
Mn Services Vermogensbeheer B.V. 0.16% Add +2.6% 361,151 $26.6M
Corient Private Wealth LP 0.04% Reduce -13.7% 360,679 $26.6M
J. Goldman & Co LP 1.00% New 348,251 $25.6M
Greenleaf Trust 0.23% Add +0.7% 342,796 $25.2M
Van Eck Associates Corp. 0.02% Add +3.2% 334,822 $24.7M
Minneapolis Portfolio Management Group, LLC 2.77% Add +5.2% 330,189 $24.3M
Osterweis Capital Management Inc. 1.37% Reduce -4.0% 323,619 $23.8M
Cramer Rosenthal McGlynn LLC 1.51% Add +22.7% 318,711 $23.5M
State of Wisconsin Investment Board 0.05% New 318,242 $23.5M
Bank of Nova Scotia Trust Co. 1.97% Add +7.0% 307,056 $22.6M
Baillie Gifford & Co. 0.02% Reduce -31.9% 305,553 $22.5M
Dixon Mitchell Investment Counsel Inc. 0.72% Add +1.7% 296,953 $21.9M
Bridgewater Associates 0.08% Reduce -18.8% 294,565 $21.7M
Delaney Capital Management Ltd. 3.52% — 287,954 $21.2M
Pacific Heights Asset Management LLC 0.79% Add +42.5% 285,000 $21.0M
DekaBank Deutsche Girozentrale 0.04% No change 237,936 $20.8M
Prevatt Capital Ltd 5.96% No change 280,000 $20.6M
Waratah Capital Advisors Ltd. 1.51% Add +148.7% 270,599 $19.9M
Public Employees Retirement System of Ohio 0.06% Reduce -12.6% 269,210 $19.8M
Partners Group Holding AG 1.31% New 263,598 $19.4M
Sone Capital Management, LLC 1.56% Reduce -24.7% 261,314 $19.2M
TCW Group Inc. 0.13% New 252,666 $18.6M
Bartlett & Co. Wealth Management LLC 0.24% Reduce -1.5% 249,873 $18.4M
Jump Financial, LLC 0.24% New 239,755 $17.7M
Cumberland Partners Ltd 1.08% Reduce -38.1% 238,318 $17.6M
LPL Financial LLC 0.00% Add +0.4% 236,480 $17.4M
Pinnacle Associates Ltd. 0.22% Reduce -3.0% 235,675 $17.4M
Georgetown University 6.80% Add +0.2% 232,115 $17.1M
NorthCrest Asset Manangement, LLC 0.38% Add +2.5% 233,187 $17.0M
LRZ Capital LLC 7.61% — 228,960 $16.9M
D. E. Shaw & Co. 0.01% Add +14.4% 225,914 $16.6M
Foster Victor Wealth Advisors, LLC 0.96% Reduce -14.5% 227,633 $16.5M
Ninety One North America, Inc. 0.66% Add +2.1% 220,134 $16.2M
Pathstone Holdings, LLC 0.06% Reduce -0.8% 214,916 $15.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% New 155,247 $15.7M
Ruffer LLP 0.69% New 206,459 $15.2M
Lansforsakringar Fondforvaltning AB (publ) 0.08% Add +1.0% 206,085 $15.2M
Van Lanschot Kempen Investment Management N.V. 0.13% Reduce -3.9% 148,284 $15.0M
PNC Financial Services Group, Inc. 0.01% Reduce -4.0% 199,037 $14.7M
Skye Global Management LP 0.29% No change 192,500 $14.2M
Ameriprise Financial Inc. 0.00% Add +37.6% 185,854 $14.1M
Channing Global Advisors, LLC 8.86% Add +2.8% 188,028 $13.9M
Creative Planning 0.01% Reduce -11.4% 183,998 $13.5M
Qube Research & Technologies Ltd 0.02% Add +69.8% 180,365 $13.3M
Midwest Trust Co 0.17% Add +0.2% 179,558 $13.2M
Douglas Lane & Associates, LLC 0.18% Add +12.1% 179,258 $13.2M
Voloridge Investment Management, LLC 0.05% New 178,228 $13.1M
Ingalls & Snyder LLC 0.48% Add +15.4% 177,251 $13.1M
Premier Fund Managers Ltd 0.74% Reduce -33.9% 173,693 $12.9M
Forsta Ap-Fonden 0.08% Reduce -5.9% 171,400 $12.6M
OneDigital Investment Advisors LLC 0.12% Add +2.9% 167,624 $12.3M
USS Investment Management Ltd 0.06% No change 166,770 $12.3M
Kirr Marbach & Co. LLC 2.32% Reduce -3.4% 164,292 $12.1M
Stifel Financial Corp. 0.01% Reduce -7.5% 164,374 $12.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.11% — 159,768 $11.8M
Oppenheimer & Co. Inc. 0.16% Reduce -3.1% 157,574 $11.6M
Hillsdale Investment Management Inc. 0.32% Add +21.2% 154,946 $11.4M
Calamos Wealth Management LLC 0.40% Reduce -0.2% 153,882 $11.3M
Dilation Capital Management LP 5.21% Reduce -9.6% 153,847 $11.3M
Oppenheimer Asset Management Inc. 0.14% Reduce -2.2% 150,027 $11.0M
Busey Bank 0.28% Reduce -0.7% 145,644 $10.7M
O'shaughnessy Asset Management, LLC 0.06% Reduce -6.3% 145,105 $10.7M
Varma Mutual Pension Insurance Co 0.06% Reduce -32.3% 143,909 $10.6M
Walter Public Investments Inc. 1.87% Reduce -14.9% 143,331 $10.5M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -5.1% 141,932 $10.5M
Banque Transatlantique SA 0.25% Reduce -17.6% 142,830 $10.5M
Capital Innovations LLC 2.98% — 142,128 $10.5M
Nicola Wealth Management LTD. 0.95% No change 141,500 $10.4M
Woodbridge Co Ltd 0.03% No change 140,385 $10.3M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -2.7% 137,421 $10.1M
Public Sector Pension Investment Board 0.03% Add +39.2% 137,256 $10.1M
Eurizon Capital SGR S.p.A. 0.03% — 137,135 $10.1M
Coleford Investment Management Ltd. 2.37% Reduce -1.0% 132,151 $9.7M
Calamos Advisors LLC 0.06% Add +0.1% 129,955 $9.6M
Williams Jones Wealth Management, LLC. 0.11% Add +30.9% 129,125 $9.5M
First Foundation Advisors 0.35% Reduce -12.7% 127,428 $9.4M
Two Sigma Advisers, LP 0.02% Add +340.4% 127,180 $9.4M
Mariner, LLC 0.01% Add +3.4% 126,353 $9.3M
Cannell & Spears LLC 0.17% Reduce -1.5% 124,104 $9.1M
Ravenstone Capital Management Inc. 4.16% Add +4.3% 123,882 $9.1M
Groupama Asset Managment 0.13% Add +124.1% 123,381 $9.1M
Heronetta Management, L.P. 5.22% No change 89,300 $9.0M
Quantinno Capital Management LP 0.02% Add +18.3% 121,596 $9.0M
Alpine Fox Capital LLC 5.96% New 120,000 $8.8M
Prospera Financial Services Inc 0.15% Reduce -20.2% 119,854 $8.8M
Gateway Investment Advisers LLC 0.08% Add +1.4% 118,422 $8.7M
Eagle Global Advisors LLC 0.32% Reduce -6.3% 118,109 $8.7M
Heathbridge Capital Management Ltd. 3.31% Reduce -1.6% 117,675 $8.7M
Narwhal Capital Management 0.62% Reduce -5.8% 116,283 $8.6M
Cidel Asset Management Inc. 0.59% Reduce -45.7% 113,864 $8.4M
UMB Bank, n.a. 0.11% Add +0.5% 112,109 $8.3M
Lorne Steinberg Wealth Management Inc. 1.88% Add +1.8% 110,891 $8.2M
Freshford Capital Management, LLC 3.28% Reduce -51.4% 110,922 $8.2M
Investment Management Corp of Ontario 0.11% Add +226.2% 110,412 $8.1M
US Bancorp \de 0.01% Reduce -2.4% 108,413 $8.0M
Cohen Klingenstein LLC 0.24% Reduce -3.9% 107,867 $7.9M
Wellington Management Group LLP 0.00% Reduce -31.3% 106,549 $7.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +15.5% 106,000 $7.8M
Utah Retirement Systems 0.07% No change 104,797 $7.7M
Cary Street Partners Financial LLC 0.19% Reduce -0.6% 102,836 $7.6M
Covea Finance 0.24% No change 99,934 $7.4M
CENTRAL TRUST Co 0.14% Reduce -0.3% 100,163 $7.4M
Trexquant Investment LP 0.07% New 99,150 $7.3M
Choate Investment Advisors 0.14% Add +0.8% 98,389 $7.2M
Cloverfields Capital Group, LP 2.21% Reduce -0.5% 96,838 $7.1M
Maryland State Retirement & Pension System 0.15% Reduce -1.3% 96,706 $7.1M
Susquehanna Advisors Group, Inc. 0.27% New 96,200 $7.1M
Estabrook Capital Management 1.04% Reduce -0.6% 95,800 $7.1M
Daiwa Securities Group Inc. 0.02% Add +12.5% 95,355 $7.0M
Lawson Kroeker Investment Management Inc. 2.07% Reduce -3.3% 94,216 $6.9M
Brasada Capital Management, LP 1.19% Reduce -17.0% 92,886 $6.9M
Westerkirk Capital Inc. 0.67% Reduce -28.1% 93,400 $6.9M
Sienna Gestion 0.41% No change 107,700 $6.8M
Cullen/Frost Bankers, Inc. 0.07% Reduce -15.5% 92,364 $6.8M
K.J. Harrison & Partners Inc 0.90% Reduce -2.0% 92,060 $6.8M
Schaper Benz & Wise Investment Counsel Inc. 0.48% Add +0.5% 90,475 $6.7M
Allworth Financial LP 0.03% Add +0.2% 88,530 $6.5M
Gold Investment Management Ltd. 2.04% Add +1.7% 86,970 $6.4M
Janney Montgomery Scott LLC 0.01% Reduce -0.3% 86,805 $6.4M
Erste Asset Management GmbH 0.05% No change 84,974 $6.3M
National Philanthropic Trust 0.06% Add +6.7% 82,361 $6.1M
Blue Zone Wealth Advisors, LLC 1.15% Add +0.5% 82,004 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -17.4% 79,102 $6.0M
Saranac Partners Ltd 2.34% New 80,498 $6.0M
Quantbot Technologies LP 0.20% New 80,988 $6.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -33.4% 80,456 $5.9M
First National Bank of Omaha 0.17% New 79,325 $5.9M
Credit Agricole S A 0.02% Reduce -2.5% 79,303 $5.8M
Osaic Holdings, Inc. 0.01% Reduce -0.9% 78,517 $5.8M
Kornitzer Capital Management Inc. 0.12% Reduce -5.6% 77,597 $5.7M
Everett Harris & Co. 0.07% Reduce -1.0% 77,423 $5.7M
Stamos Capital Partners, L.P. 0.91% Add +81.2% 77,291 $5.7M
LGT Fund Management Co Ltd. 0.45% No change 76,388 $5.7M
T. Rowe Price Associates Inc. 0.00% Reduce -23.6% 73,913 $5.4M
DKRT Investments Corp. 1.50% New 72,000 $5.3M
Cetera Investment Advisers 0.01% Add +3.0% 71,278 $5.3M
Soros Capital Management LLC 1.32% Add +10.2% 68,466 $5.0M
M&T Bank Corp 0.02% Reduce -11.6% 66,709 $4.9M
Blair William & Co. 0.01% Add +0.2% 66,528 $4.9M
Nisa Investment Advisors, LLC 0.02% No change 65,429 $4.8M
Principal Financial Group Inc. 0.00% Reduce -13.1% 65,200 $4.8M
Compass Wealth Management LLC 1.20% Add +2.3% 65,149 $4.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +17.8% 65,126 $4.8M
Hemenway Trust Co LLC 0.35% Add +24.4% 63,015 $4.6M
Swiss Life Asset Management Ltd 0.02% Reduce -2.9% 61,845 $4.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.16% — 61,626 $4.5M
Vanderbilt University 0.76% Reduce -16.2% 60,610 $4.5M
Victory Capital Management Inc. 0.00% New 44,100 $4.5M
Vestmark Advisory Solutions, Inc. 0.06% Add +90.7% 60,054 $4.4M
Allen Investment Management, LLC 0.05% Reduce -26.5% 59,348 $4.4M
McCollum Christoferson Group LLC 1.26% Reduce -7.0% 59,176 $4.4M
Verition Fund Management LLC 0.02% Add +17.6% 58,598 $4.3M
Scharf Investments, LLC 0.11% New 58,104 $4.3M
Ramirez Asset Management, Inc. 0.56% Reduce -1.4% 57,356 $4.2M
Titan Global Capital Management USA LLC 0.60% Reduce -0.3% 57,339 $4.2M
Artemis Investment Management LLP 0.05% Reduce -63.8% 54,045 $4.0M
Walleye Capital LLC 0.02% New 53,783 $4.0M
Truist Financial Corp. 0.01% Reduce -8.9% 52,401 $3.9M
PCJ Investment Counsel Ltd. 0.94% Add +4.3% 51,710 $3.8M
Sterling Investment Management, LLC 2.13% Reduce -2.4% 51,018 $3.8M
Summerhill Capital Management lnc. 3.44% Add +0.0% 50,607 $3.7M
Lombard Odier Asset Management (Europe) Ltd 0.28% New 50,584 $3.7M
Markel Group 0.03% Add +62.9% 50,500 $3.7M
LGT Group Foundation 0.04% Add +2.4% 49,984 $3.7M
Harvest Portfolios Group Inc. 0.06% Add +16.8% 49,868 $3.7M
Jones Financial Companies LLLP 0.00% Reduce -3.1% 49,659 $3.7M
Hudson Value Partners, LLC 1.07% Add +4.4% 48,307 $3.6M
Cerity Partners LLC 0.01% Reduce -26.8% 48,575 $3.6M
Financial Partners Group, Inc 0.41% Reduce -3.6% 47,707 $3.5M
Equitable Trust Co. 0.16% Reduce -1.6% 47,654 $3.5M
GAM Holding AG 0.22% Add +77.5% 46,663 $3.4M
Coronation Fund Managers Ltd. 0.15% Add +11.8% 46,057 $3.4M
Gulf International Bank (UK) Ltd 0.11% No change 45,613 $3.4M
SkyView Investment Advisors, LLC 0.42% Reduce -1.4% 45,575 $3.4M
Fifth Third Bancorp 0.01% Reduce -7.1% 45,527 $3.4M
Commerce Bank 0.02% Reduce -6.9% 44,951 $3.3M
Intact Investment Management Inc. 0.09% Reduce -71.4% 44,059 $3.2M
Numerai GP LLC 0.39% New 43,497 $3.2M
Bessemer Group Inc. 0.00% Reduce -5.2% 42,945 $3.2M
Boston Common Asset Management, LLC 0.19% Reduce -6.5% 42,048 $3.1M
Ensign Peak Advisors, Inc 0.01% No change 41,150 $3.0M
Concorde Financial Corp 2.33% Reduce -1.0% 39,259 $3.0M
Bearing Point Capital, LLC 0.47% Add +14.9% 40,386 $3.0M
Canal Insurance CO 0.72% No change 40,300 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -9.8% 40,262 $3.0M
Hunter Perkins Capital Management, LLC 0.68% No change 39,665 $2.9M
Keybank National Association 0.01% Add +2.8% 39,749 $2.9M
Pictet North America Advisors SA 0.28% Reduce -86.5% 39,625 $2.9M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -5.8% 39,412 $2.9M
CIBC Private Wealth Group LLC 0.00% Reduce -11.8% 39,086 $2.9M
Gabelli Funds LLC 0.02% No change 38,840 $2.9M
Generali Asset Management SPA SGR 0.06% Add +0.8% 27,884 $2.8M
Cherokee Insurance Co 1.14% No change 38,068 $2.8M
Louisbourg Investments Inc. 0.56% Add +3.2% 37,890 $2.8M
Meridian Investment Counsel Inc. 0.66% Add +15.5% 37,360 $2.8M
Callan Family Office, LLC 0.06% New 37,056 $2.7M
Captrust Financial Advisors 0.01% Reduce -9.0% 36,701 $2.7M
Windmill Hill Asset Management Ltd 0.62% Reduce -1.5% 36,205 $2.7M
Beacon Pointe Advisors, LLC 0.02% Add +0.1% 36,176 $2.7M
Rockefeller Capital Management L.P. 0.00% Reduce -7.8% 36,050 $2.7M
Curi Capital, LLC 0.05% Reduce -0.1% 35,515 $2.6M
Manhattan West Asset Management, LLC 0.54% Reduce -6.3% 35,517 $2.6M
Act Two Investors LLC 0.47% No change 35,181 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -42.6% 34,651 $2.6M
GPM Growth Investors, Inc. 0.98% Reduce -4.0% 34,261 $2.5M
Bowen Hanes & Co. Inc. 0.06% Reduce -19.1% 33,367 $2.5M
MML Investors Services, LLC 0.01% Reduce -3.8% 33,179 $2.4M
First Washington CORP 0.63% Reduce -1.1% 33,086 $2.4M
Kestra Advisory Services, LLC 0.01% Add +126.7% 33,028 $2.4M
Congress Asset Management Co. 0.02% Reduce -4.8% 31,602 $2.3M
Redmond Asset Management, LLC 0.58% Reduce -3.9% 30,929 $2.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.13% Reduce -72.8% 30,281 $2.2M
Sanctuary Advisors, LLC 0.01% Reduce -3.6% 30,218 $2.2M
Lindsell Train Ltd 0.06% Add +5.3% 30,000 $2.2M
Legacy Wealth Asset Management, LLC 0.53% Add +11.6% 29,475 $2.2M
Glenmede Trust Co. NA 0.01% — 29,356 $2.2M
Tilia Fiduciary Partners, Inc. 1.17% Reduce -9.5% 28,870 $2.1M
Evelyn Partners Investment Management LLP 0.06% Reduce -4.1% 28,821 $2.1M
Crossmark Global Holdings, Inc. 0.03% Reduce -32.4% 28,727 $2.1M
Choreo, LLC 0.03% Add +9.1% 27,924 $2.1M
Chesley Taft & Associates LLC 0.08% Reduce -8.9% 28,107 $2.1M
GHP Investment Advisors, Inc. 0.09% Reduce -6.0% 28,101 $2.1M
NewEdge Advisors, LLC 0.01% Add +3.8% 28,052 $2.1M
Jain Global LLC 0.02% New 28,026 $2.1M
Diligent Investors, LLC 0.51% Reduce -3.0% 28,020 $2.1M
Meixler Investment Management, Ltd. 1.24% Add +25.0% 27,599 $2.0M
11 Capital Partners LP 0.60% Reduce -91.0% 27,553 $2.0M
Blackstone Inc. 0.01% New 27,239 $2.0M
Point72 Asset Management 0.00% New 27,094 $2.0M
Cullen Investment Group, LTD. 0.26% Reduce -1.8% 27,864 $2.0M
Jennison Associates LLC 0.00% New 26,929 $2.0M
Laird Norton Wetherby Trust Company, LLC 0.04% New 26,420 $1.9M
Claret Asset Management Corp 0.22% Add +8.6% 26,110 $1.9M
&partners 0.01% Add +9.8% 25,778 $1.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -41.5% 25,700 $1.9M
Institute for Wealth Management, LLC. 0.20% Reduce -0.8% 25,466 $1.9M
Peapack Gladstone Financial Corp. 0.02% Reduce -2.6% 24,945 $1.8M
D.A. Davidson & Co. 0.01% Reduce -6.9% 24,908 $1.8M
Madison Asset Management, LLC 0.02% Reduce -5.6% 24,579 $1.8M
Boston Partners 0.00% Reduce -18.0% 24,236 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% New 24,028 $1.8M
Assenagon Asset Management S.A. 0.00% Reduce -16.2% 23,780 $1.8M
Metis Global Partners, LLC 0.04% Reduce -30.2% 23,548 $1.7M
Vise Technologies, Inc. 0.03% Add +78.1% 23,434 $1.7M
Quantitative Investment Management, LLC 0.16% New 22,906 $1.7M
Waterfront Wealth Inc. 0.31% Add +0.1% 22,425 $1.6M
Summit Trail Advisors, LLC 0.03% Reduce -4.1% 21,942 $1.6M
Guardian Partners Inc. 0.13% Reduce -1.5% 20,041 $1.6M
Atria Investments, Inc 0.02% Add +2.6% 21,526 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.4% 21,257 $1.6M
Silphium Asset Management Ltd 0.66% Reduce -57.5% 21,066 $1.6M
Moors & Cabot, Inc. 0.07% Reduce -13.3% 20,735 $1.5M
Covenant Partners, LLC 0.44% No change 20,591 $1.5M
Parallel Advisors, LLC 0.03% Reduce -1.5% 20,588 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -4.6% 20,578 $1.5M
HRT Financial LP 0.00% Reduce -6.7% 20,524 $1.5M
ASR Vermogensbeheer N.V. 0.02% No change 20,118 $1.5M
Intech Investment Management LLC 0.01% Reduce -16.3% 20,011 $1.5M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -44.3% 19,746 $1.5M
Snowden Capital Advisors LLC 0.04% Add +4.5% 19,644 $1.5M
Quadrant Capital Group LLC 0.04% Reduce -1.9% 19,332 $1.4M
NewEdge Wealth, LLC 0.02% Add +10.3% 19,307 $1.4M
Purpose Unlimited Inc. 0.07% — 19,045 $1.4M
Harbor Advisors LLC 0.21% No change 18,746 $1.4M
Exencial Wealth Advisors, LLC 0.04% Reduce -4.4% 18,720 $1.4M
AlTi Global, Inc. 0.03% Reduce -0.0% 18,492 $1.4M
Wahed Invest LLC 0.17% Add +6.9% 17,914 $1.3M
Mercer Global Advisors Inc. 0.00% Reduce -7.4% 17,779 $1.3M
New England Research & Management, Inc. 0.57% Reduce -5.7% 17,680 $1.3M
Circle Wealth Management, LLC 0.02% Reduce -1.2% 17,600 $1.3M
Frank, Rimerman Advisors LLC 0.08% Reduce -1.6% 17,515 $1.3M
Elevation Point Wealth Partners, LLC 0.06% New 17,447 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -96.1% 17,370 $1.3M
Union Bancaire Privee, UBP SA 0.02% Reduce -0.3% 19,878 $1.3M
Entropy Technologies, LP 0.07% New 17,255 $1.3M
EagleClaw Capital Managment, LLC 0.18% Reduce -17.0% 17,242 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.05% Reduce -56.0% 17,218 $1.3M
Ieq Capital, LLC 0.00% Reduce -4.7% 17,157 $1.3M
Transatlantique Private Wealth LLC 0.39% Add +0.1% 17,369 $1.2M
Granite Investment Partners, LLC 0.07% Reduce -18.8% 16,523 $1.2M
AustralianSuper Pty Ltd 0.01% Add +65.9% 16,506 $1.2M
Cigna Investments Inc. 0.17% Reduce -2.2% 16,280 $1.2M
Havemeyer Place LP 0.23% — 16,132 $1.2M
Vontobel Holding Ltd. 0.00% Reduce -2.2% 16,053 $1.2M
Campbell & CO Investment Adviser LLC 0.06% New 15,947 $1.2M
Oxford Asset Management LLP 0.41% Add +6.2% 15,874 $1.2M
Magnetar Financial LLC 0.01% New 15,843 $1.2M
Great Lakes Advisors, LLC 0.01% Reduce -6.6% 15,762 $1.2M
GC Wealth Management RIA, LLC 0.04% Add +20.9% 15,601 $1.1M
Signaturefd, LLC 0.02% Reduce -22.9% 15,597 $1.1M
Formidable Asset Management, LLC 0.17% Reduce -10.9% 15,261 $1.1M
Conway Capital Management, Inc. 0.48% No change 15,353 $1.1M
Becker Capital Management Inc. 0.03% Add +0.4% 15,270 $1.1M
Evelyn Partners Investment Management Services Ltd 0.14% Add +0.9% 15,206 $1.1M
Hamrick Investment Counsel, llc 0.83% — 15,147 $1.1M
Medallion Wealth Advisors, LLC 0.37% No change 15,063 $1.1M
Worldquant Millennium Advisors LLC 0.00% Reduce -24.9% 14,961 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.8% 14,926 $1.1M
Personal Cfo Solutions, LLC 0.17% Reduce -1.4% 14,749 $1.1M
Banque Cantonale Vaudoise 0.04% New 14,678 $1.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -0.5% 14,578 $1.1M
Natural Investments, LLC 0.26% Reduce -1.8% 14,448 $1.1M
Brookstone Capital Management 0.01% Add +1.2% 14,355 $1.1M
Capital World Investors 0.00% Add +8.9% 14,344 $1.1M
Natixis 0.00% Reduce -73.3% 14,084 $1.0M
S&co Inc. 0.06% Reduce -32.0% 14,000 $1.0M
SIG North Trading, ULC 0.18% Reduce -11.7% 13,962 $1.0M
Connable Office Inc. 0.09% Reduce -3.4% 13,931 $1.0M
Cwm, LLC 0.00% Add +0.7% 13,825 $1.0M
Gilliland Jeter Wealth Management LLC 0.31% Reduce -1.4% 13,722 $1.0M
Carnegie Investment Counsel 0.02% No change 13,633 $1.0M
GeoWealth Management, LLC 0.04% Add +25.8% 13,631 $1.0M
Fortune Financial Advisors, LLC 0.68% Add +1.2% 13,623 $1.0M
Sustainable Insight Capital Management, LLC 0.33% Reduce -29.3% 13,504 $994K
King Luther Capital Management Corp. 0.00% Add +5.6% 13,455 $991K
Shelton Capital Management 0.02% No change 13,450 $990K
Caldwell Sutter Capital, Inc. 0.41% No change 13,250 $976K
First Manhattan Co. Llc. 0.00% No change 13,104 $968K
Hancock Whitney Corp. 0.02% Reduce -52.6% 13,123 $966K
Shelton Wealth Management, LLC 0.42% Reduce -36.5% 13,107 $965K
Mayflower Financial Advisors, LLC 0.12% Reduce -0.6% 12,989 $958K
Genus Capital Management Inc. 0.11% Reduce -3.4% 12,849 $947K
Park Avenue Securities LLC 0.01% Reduce -9.1% 12,827 $946K
Austin Asset Management Co Inc 0.16% No change 12,843 $946K
MMCAP International Inc. SPC 0.10% No change 12,800 $942K
Clearstead Advisors, LLC 0.01% Reduce -4.5% 12,758 $939K
Private Advisor Group, LLC 0.00% Add +23.0% 12,722 $937K
V-Square Quantitative Management LLC 0.10% New 9,215 $931K
Stock Yards Bank & Trust Co. 0.03% Reduce -3.6% 12,595 $927K
Supplemental Annuity Collective Trust of NJ 0.23% No change 12,304 $906K
Wealthcare Advisory Partners LLC 0.02% Add +2.1% 12,156 $895K
Marietta Investment Partners LLC 0.18% Reduce -0.9% 12,096 $891K
Coldstream Capital Management Inc. 0.01% Reduce -1.0% 12,059 $888K
Chilton Investment Co. Inc. 0.02% Reduce -21.6% 12,033 $886K
Modern Wealth Management, LLC 0.02% Add +0.7% 12,028 $886K
Alamea Verwaltungs GmbH 0.60% New 11,883 $883K
Quad-Cities Investment Group, LLC 0.36% Reduce -0.2% 11,933 $879K
Waverly Advisors, LLC 0.01% Reduce -2.4% 11,908 $877K
Parrish Capital LLC 0.79% — 11,897 $876K
Accretive Wealth Partners, LLC 0.26% Add +2.9% 11,849 $872K
CenterBook Partners LP 0.04% Reduce -53.3% 11,723 $863K
Altshuler Shaham Ltd 0.01% Reduce -41.0% 11,622 $856K
HighPoint Advisor Group LLC 0.02% Reduce -15.6% 11,519 $848K
Apollon Wealth Management, LLC 0.01% Reduce -1.2% 11,450 $843K
Annis Gardner Whiting Capital Advisors, LLC 0.16% No change 11,424 $843K
Corps Capital Advisors, LLC 0.87% Reduce -5.8% 11,426 $841K
Syon Capital LLC 0.04% Reduce -12.1% 11,326 $834K
Concurrent Investment Advisors, LLC 0.01% Add +53.2% 11,096 $817K
Johnson Investment Counsel Inc. 0.01% Reduce -14.8% 11,054 $814K
Sterling Capital Management LLC 0.01% Reduce -3.2% 11,031 $812K
Composition Wealth, LLC 0.01% Reduce -3.8% 10,987 $809K
Secured Retirement Advisors, LLC 0.45% Reduce -3.8% 10,968 $808K
Cresset Asset Management, LLC 0.00% Add +13.1% 10,810 $798K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.1% 10,793 $795K
Kirtland Hills Capital Management, LLC 0.28% Add +23.3% 10,764 $793K
Tuttle Capital Management, LLC 1.71% Add +25.5% 10,487 $772K
Brown Advisory Inc. 0.00% Reduce -21.4% 10,479 $772K
Merit Financial Group, LLC 0.01% Reduce -1.8% 10,370 $764K
Balyasny Asset Management L.P. 0.00% New 10,235 $754K
Legacy Financial Strategies, LLC 0.13% No change 10,192 $750K
QRG Capital Management, Inc. 0.01% Add +1.8% 10,146 $747K
Independent Solutions Wealth Management, LLC 0.14% Add +0.7% 10,132 $746K
Argent Trust Co 0.03% Reduce -1.5% 10,093 $743K
Timelo Investment Management Inc. 0.78% No change 10,000 $736K
Indivisible Partners 0.08% — 9,938 $732K
Geneos Wealth Management Inc. 0.02% Reduce -0.6% 9,909 $730K
Cardinal Point Capital Management ULC 0.05% Add +87.9% 9,822 $724K
Transcend Capital Advisors, LLC 0.06% Reduce -20.1% 9,805 $722K
VeraBank, N.A. 0.13% Add +2.6% 9,750 $718K
Vident Advisory, LLC 0.01% Add +2.1% 9,637 $710K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +3.9% 9,374 $690K
XTX Topco Ltd 0.02% Reduce -75.4% 9,341 $688K
Venturi Wealth Management, LLC 0.03% Reduce -7.8% 9,294 $684K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 9,286 $684K
Hilltop Holdings Inc. 0.04% Reduce -1.5% 9,223 $679K
Waldron Private Wealth LLC 0.03% No change 9,183 $676K
Dover Advisors, LLC 0.26% Add +12.9% 9,161 $676K
Novem Group 0.08% Reduce -3.0% 9,146 $673K
Turtle Creek Wealth Advisors, LLC 0.05% Add +28.4% 9,090 $669K
Asset Management Group, Inc. 0.11% No change 9,046 $666K
Private Capital Advisors, Inc. 0.07% No change 9,000 $663K
DigitalBridge Group, Inc. 0.05% Reduce -9.1% 9,000 $663K
Independence Bank of Kentucky 0.08% Reduce -36.5% 8,929 $657K
Aspiriant, LLC 0.02% Reduce -9.4% 8,874 $653K
Tiaa Trust, National Association 0.00% Reduce -0.4% 8,829 $650K
Accent Capital Management, LLC 0.28% No change 8,750 $646K
Summit Financial, LLC 0.01% Add +7.0% 8,742 $644K
EP Wealth Advisors, LLC 0.00% — 8,655 $637K
Meriwether Wealth & Planning, LLC 0.36% No change 8,586 $632K
World Investment Advisors 0.01% Add +49.3% 8,537 $629K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -38.0% 8,517 $627K
Atlantic Union Bankshares Corp 0.01% Reduce -11.2% 8,496 $626K
Hunter Associates Investment Management LLC 0.08% No change 8,467 $625K
HB Wealth Management, LLC 0.00% Add +9.8% 8,454 $622K
Harbour Capital Advisors, LLC 0.13% Reduce -6.4% 8,322 $621K
Princeton Capital Management LLC 0.16% No change 8,260 $608K
Whalen Wealth Management Inc. 0.33% Reduce -51.6% 8,235 $606K
Reaves W H & Co. Inc. 0.01% Reduce -12.3% 8,191 $603K
DF Dent & Co. Inc. 0.01% Reduce -0.8% 8,166 $601K
First Trust Advisors LP 0.00% Reduce -88.7% 8,149 $600K
Marex Group Ltd 0.01% No change 8,120 $598K
Chicago Capital, LLC 0.01% Add +39.7% 8,084 $595K
Mgo One Seven LLC 0.01% Reduce -1.7% 8,060 $593K
Ethic Inc. 0.01% Add +0.7% 8,050 $593K
Caprock Group, LLC 0.01% Reduce -13.1% 7,968 $588K
Argonautica Private Wealth Management, Inc. 0.17% Add +64.5% 7,951 $585K
Level Four Advisory Services, LLC 0.02% Reduce -45.7% 7,845 $578K
Ewing Morris & Co. Investment Partners Ltd. 0.25% Add +32.0% 7,612 $569K
Chicago Partners Investment Group LLC 0.01% Reduce -0.1% 7,795 $568K
IFP Advisors, Inc 0.01% Add +0.1% 7,689 $566K
Park National Corp. 0.02% Reduce -1.9% 7,668 $565K
Gilder Gagnon Howe & Co. LLC 0.01% Add +5.7% 7,633 $562K
RFG Advisory, LLC 0.01% Add +5.0% 7,606 $560K
Regions Financial Corp. 0.00% Add +0.7% 7,575 $558K
Fiduciary Trust Co 0.01% Reduce -30.4% 7,503 $552K
Cohen Capital Management, Inc. 0.08% No change 7,500 $552K
IHT Wealth Management, LLC 0.01% Reduce -25.9% 7,469 $550K
Bahl & Gaynor LLC 0.00% No change 7,414 $546K
Platform Technology Partners 0.12% Reduce -0.4% 7,394 $545K
Triasima Portfolio Management inc. 0.08% No change 7,340 $541K
Wesbanco Bank Inc. 0.01% No change 7,310 $538K
Alessandra Capital Management, LLC 0.47% — 7,249 $534K
Focus Partners Advisor Solutions, LLC 0.01% Add +36.7% 7,182 $529K
Leonteq Securities AG 0.03% Add +22.6% 7,114 $524K
Yousif Capital Management, LLC 0.01% Reduce -28.3% 7,464 $524K
Ballast Advisors LLC 0.14% Add +1.0% 7,082 $521K
Wulff, Hansen & Co. 0.43% No change 7,039 $518K
Compound Planning, Inc. 0.02% Reduce -5.9% 7,036 $518K
Notis-McConarty Edward 0.24% Add +12.3% 6,965 $513K
MCF Advisors LLC 0.03% New 6,921 $511K
Affinity Capital Advisors, LLC 0.07% No change 6,935 $511K
MAI Capital Management 0.00% Reduce -17.3% 6,930 $510K
Waycross Investment Management Co 0.45% No change 6,912 $509K
Wilmington Savings Fund Society, FSB 0.01% Add +3.3% 6,818 $502K
Sound Stewardship, LLC 0.24% Reduce -3.2% 6,804 $501K
Candriam S.C.A. 0.00% New 6,783 $500K
Quantum Portfolio Management LLC 0.22% No change 6,753 $497K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -18.9% 6,691 $493K
SS&H Financial Advisors, Inc. 0.14% No change 6,489 $478K
Ritholtz Wealth Management 0.01% Reduce -2.8% 6,472 $477K
Prelude Capital Management, LLC 0.04% Reduce -54.0% 6,455 $475K
Farringdon Capital, Ltd. 0.12% New 6,445 $475K
Stephens Inc. 0.01% Reduce -1.1% 5,417 $472K
B. Riley Wealth Advisors, Inc. 0.02% Add +5.3% 6,395 $471K
State of Wyoming 0.05% Add +0.3% 6,387 $471K
Continental Investors Services, Inc. 0.60% Reduce -0.8% 6,292 $468K
Dempze Nancy E 0.24% Add +15.2% 6,341 $467K
Elefante Mark B 0.29% Reduce -16.5% 6,335 $466K
Ariadne Wealth Management, LP 0.19% Add +0.4% 5,473 $458K
Wealth Alliance, LLC 0.04% Reduce -1.1% 6,218 $458K
Walker Asset Management, LLC 0.25% No change 6,214 $458K
Midwest Financial Group LLC 0.20% No change 6,175 $455K
Wedbush Securities Inc. 0.01% Add +43.9% 6,088 $448K
Stratos Wealth Partners, LTD. 0.01% Reduce -7.7% 6,011 $443K
Summit Asset Management, LLC 0.06% No change 6,006 $442K
Viawealth, LLC 0.25% Reduce -12.1% 5,948 $438K
Voya Investment Management LLC 0.00% Add +0.0% 5,861 $432K
Legacy Financial Advisors, Inc. 0.06% Add +65.4% 5,826 $429K
Fort Washington Investment Advisors Inc. 0.00% No change 5,775 $425K
First City Capital Management, Inc. 0.22% No change 5,710 $420K
Morey & Quinn Wealth Partners, LLC 0.30% Reduce -3.0% 5,668 $417K
Alchemi Wealth, LLC 0.23% — 5,659 $417K
Meridian Wealth Management, LLC 0.01% Add +6.5% 5,615 $413K
Dakota Wealth Management 0.01% Reduce -10.2% 5,603 $413K
Tred Avon Family Wealth, LLC 0.13% No change 5,549 $409K
First Horizon Corp. 0.02% Reduce -0.8% 5,513 $406K
Icon Wealth Advisors, LLC 0.03% Add +0.2% 5,520 $402K
PDS Planning, Inc 0.03% Add +1.2% 5,412 $398K
Heritage Wealth Management, Inc. 0.11% Reduce -7.4% 5,353 $394K
Arax Advisory Partners 0.01% Add +12.6% 5,294 $390K
Groupe la Francaise 0.01% Reduce -96.6% 5,252 $387K
Vista Investment Partners LLC 0.10% No change 5,201 $383K
DAVENPORT & Co LLC 0.00% Add +6.8% 5,096 $376K
Marshall Wace, LLP 0.00% Reduce -9.0% 5,096 $375K
Dana Investment Advisors, Inc. 0.01% No change 5,081 $374K
Citizens National Bank Trust Department 0.06% No change 5,049 $372K
Dorsey & Whitney Trust CO LLC 0.02% Add +3.2% 5,033 $371K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.14% Reduce -80.5% 5,000 $369K
Sargent Investment Group, LLC 0.05% New 5,004 $368K
First Commonwealth Financial Corp 0.06% Reduce -1.3% 5,000 $368K
Krilogy Financial LLC 0.01% Add +16.6% 5,065 $367K
Keel Point, LLC 0.02% Add +1.0% 4,980 $367K
Quarry LP 0.06% New 4,971 $366K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -17.2% 4,970 $366K
SG Americas Securities, LLC 0.00% Reduce -26.0% 4,920 $362K
Cullen Capital Management, LLC 0.00% No change 4,904 $361K
Flputnam Investment Management Co. 0.01% Add +21.4% 4,894 $360K
Pinnacle Financial Partners, Inc. 0.00% — 4,890 $360K
111 Capital 0.08% Reduce -47.0% 4,833 $356K
STRS Ohio 0.00% Reduce -5.1% 4,787 $353K
Global Retirement Partners, LLC 0.01% Add +73.4% 4,763 $351K
Intesa Sanpaolo Wealth Management 0.07% — 4,759 $350K
South Street Advisors LLC 0.05% No change 4,750 $350K
Schnieders Capital Management, Llc. 0.05% No change 4,693 $346K
Obermeyer Wealth Partners 0.02% Reduce -0.7% 4,692 $345K
Key Financial Inc 0.06% No change 4,679 $345K
Xponance LLC 0.00% New 4,661 $344K
United Capital Financial Advisors, LLC 0.00% Add +26.4% 4,658 $343K
Essex Financial Services, Inc. 0.02% Reduce -6.3% 4,636 $341K
Brooklyn Investment Group 0.02% New 4,549 $340K
Oakland Financial Corp. 5.63% No change 4,614 $340K
Bath Savings Trust Co 0.03% Reduce -1.3% 4,595 $338K
Arista Wealth Management, LLC 0.04% No change 4,540 $334K
Barnett & Company, Inc. 0.27% No change 4,525 $333K
Advisory Services Network, LLC 0.00% Reduce -33.3% 4,513 $332K
Rhumbline Advisers 0.00% Add +13.3% 4,510 $332K
Engineers Gate Manager LP 0.00% New 4,475 $329K
Canoe Financial LP 0.00% Reduce -2.9% 4,468 $329K
Boston Family Office LLC 0.02% Reduce -11.0% 4,453 $328K
Legacy Bridge, LLC 0.13% Reduce -5.5% 4,439 $327K
Xxi Wealth, LLC 0.20% — 4,436 $327K
Hardy Reed LLC 0.02% Reduce -2.3% 4,422 $326K
Smartleaf Asset Management LLC 0.01% Add +24.6% 4,370 $325K
XML Financial, LLC 0.03% Add +1.0% 4,368 $322K
Bollard Group LLC 0.01% Reduce -29.3% 4,329 $319K
Rehmann Capital Advisory Group 0.02% Add +42.3% 4,287 $316K
Ascentis Independent Advisors 0.05% Reduce -4.7% 4,274 $315K
Forum Financial Management, LP 0.00% Reduce -0.7% 4,268 $314K
Principal Securities, Inc. 0.00% Reduce -16.6% 4,246 $313K
BLB&B Advisors, LLC 0.01% No change 4,230 $312K
Evelyn Partners Investment Management (Europe) Ltd 0.10% No change 4,230 $311K
Headlands Technologies LLC 0.03% New 4,228 $311K
Daymark Wealth Partners, LLC 0.01% Reduce -15.2% 4,227 $311K
Savant Capital, LLC 0.00% Reduce -19.3% 4,220 $311K
Foster Group, Inc. 0.01% Reduce -9.9% 4,195 $309K
Baldwin Investment Management, LLC 0.03% No change 4,185 $308K
Alpha Cubed Investments, LLC 0.01% Add +1.2% 4,164 $307K
Tradewinds, LLC. 0.07% Reduce -10.5% 4,121 $303K
Checchi Capital Advisers, LLC 0.02% Reduce -11.6% 4,118 $303K
Leslie Global Wealth, LLC 0.14% Add +19.1% 4,112 $303K
Wexford Capital LP 0.08% No change 4,100 $302K
LCNB Corp. 0.10% No change 4,096 $302K
J.Safra Asset Management Corp 0.02% Reduce -21.1% 4,090 $301K
Independent Advisor Alliance 0.01% Add +49.3% 4,083 $301K
Tower Research Capital LLC (TRC) 0.01% Reduce -74.9% 4,076 $300K
Wilkinson Global Asset Management LLC 0.02% No change 4,035 $297K
Burkett Asset Management Ltd 0.30% — 4,029 $297K
Bridgewater Advisors Inc. 0.02% Reduce -2.2% 4,125 $297K
Smart Portfolios, LLC 0.30% Add +0.3% 4,025 $296K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -12.2% 4,006 $296K
Peregrine Asset Advisers, Inc. 0.08% Reduce -2.1% 4,000 $295K
Washington Trust Advisors, Inc. 0.02% Reduce -4.8% 3,995 $294K
Jefferies Financial Group Inc. 0.00% No change 3,972 $293K
Knollwood Investment Advisory, LLC 0.03% No change 3,919 $289K
Z3 Capital Partners, LLC 0.07% — 3,883 $286K
Two Sigma Securities, LLC 0.04% Reduce -30.8% 3,883 $286K
Bradley Foster & Sargent Inc. 0.00% Reduce -3.6% 3,836 $282K
Net Worth Advisory Group 0.06% Add +36.3% 3,834 $282K
Nova R Wealth, Inc. 0.10% Reduce -1.5% 3,808 $280K
Triangle Securities Wealth Management 0.06% No change 3,805 $280K
Passumpsic Savings Bank 0.15% — 3,749 $276K
IFG Advisory, LLC 0.01% Add +2.7% 3,747 $276K
Intrust Bank NA 0.02% Reduce -21.4% 3,721 $274K
Sacks & Associates, LLC 0.20% — 3,717 $274K
Montis Financial, LLC 0.05% No change 3,676 $271K
Aprio Wealth Management, LLC 0.02% New 3,664 $270K
Montag A & Associates Inc. 0.01% No change 3,634 $268K
PCM Encore, LLC 0.06% — 3,621 $267K
Bogart Wealth, LLC 0.01% Reduce -18.1% 3,618 $266K
Sonata Capital Group Inc. 0.10% No change 3,605 $265K
Arkadios Wealth Advisors 0.01% Add +14.6% 3,602 $265K
Somerville Kurt F 0.04% New 3,590 $264K
Fire Capital Management LLC 0.13% New 3,577 $263K
Storgate, LLC 0.22% — 3,568 $263K
Intrua Financial, LLC 0.03% No change 3,545 $261K
Granite Group Advisors, LLC 0.15% Reduce -1.4% 3,529 $260K
Morningstar Investment Management LLC 0.02% Reduce -0.6% 3,511 $258K
Nixon Peabody Trust Co. 0.02% No change 3,500 $258K
Chapin Davis, Inc. 0.06% Reduce -10.4% 3,494 $257K
Thrivent Financial for Lutherans 0.00% New 3,460 $257K
BCS Private Wealth Management, Inc. 0.09% New 3,465 $256K
Centiva Capital, LP 0.02% New 3,375 $249K
LMG Wealth Partners, LLC 0.05% Add +0.1% 3,364 $248K
Moneta Group Investment Advisors LLC 0.00% New 3,361 $247K
Old National Bancorp 0.00% Add +4.1% 3,333 $245K
Corient IA LP 0.23% Reduce -33.6% 3,320 $244K
Leavell Investment Management, Inc. 0.01% No change 3,308 $244K
Meeder Advisory Services, Inc. 0.01% New 3,299 $243K
Ballentine Partners, LLC 0.00% Reduce -0.1% 3,282 $242K
Naples Global Advisors, LLC 0.02% No change 3,272 $241K
First Citizens Bank & Trust Co. 0.01% Reduce -0.7% 3,252 $239K
Capital Analysts, LLC 0.01% No change 3,234 $239K
Wimmer Associates 1, LLC 0.11% No change 3,218 $237K
Eventide Asset Management, LLC 0.00% Add +8.1% 3,188 $237K
GAMCO Investors 0.00% Reduce -7.8% 3,196 $235K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.9% 3,179 $234K
Caliber Wealth Management, LLC / KS 0.03% No change 3,171 $233K
Valeo Financial Advisors, LLC 0.01% Add +7.1% 3,158 $233K
Tanager Wealth Management LLP 0.02% Reduce -8.8% 3,151 $232K
Sigma Planning Corp 0.01% Add +0.4% 3,143 $231K
American Trust 0.02% New 3,129 $230K
New Republic Capital, LLC 0.06% New 3,115 $230K
PFG Investments, LLC 0.01% Add +0.1% 3,087 $227K
Evergreen Capital Management LLC 0.01% Reduce -26.5% 3,080 $227K
Abacus Wealth Partners, LLC 0.02% Add +1.1% 3,045 $224K
First Nebraska Trust Co 0.02% No change 3,044 $224K
Patron Partners, LLC 0.10% No change 3,040 $224K
Atlatl Advisers LLC 0.09% Reduce -2.3% 3,029 $223K
Emergent Wealth Advisors, LLC 0.13% No change 3,020 $222K
Wellspring Financial Advisors, LLC 0.02% New 3,008 $222K
Clarius Group, LLC 0.01% Reduce -0.3% 3,004 $221K
Quaker Wealth Management, LLC 0.07% No change 3,002 $221K
HSBC Holdings PLC 0.00% Reduce -99.4% 2,984 $220K
Fulton Bank, N.A. 0.01% No change 2,954 $218K
SMART Wealth LLC 0.07% New 2,933 $216K
RFG - Bristol Wealth Advisors, LLC 0.06% No change 2,930 $216K
Citizens Financial Group Inc. 0.00% Reduce -4.8% 2,921 $215K
Lido Advisors, LLC 0.00% Reduce -9.5% 2,879 $214K
Cordgrass Capital Advisors, LLC 0.05% No change 2,891 $213K
Berkeley, Inc 0.07% No change 2,884 $212K
Columbia Bank 0.06% No change 2,884 $212K
Jackson, Grant Investment Advisers, Inc. 0.07% No change 2,880 $212K
GW Henssler & Associates Ltd. 0.01% Add +0.5% 2,881 $212K
Dynamic Technology Lab Private Ltd 0.05% Reduce -90.8% 2,879 $212K
Anchor Capital Advisors LLC 0.01% Reduce -1.0% 2,873 $212K
Stone Wealth Partners 0.19% — 2,860 $211K
Rebalance, LLC 0.01% Add +4.2% 2,843 $209K
FourThought Financial Partners, LLC 0.02% New 2,811 $207K
Hara Capital LLC 0.11% No change 2,798 $206K
Mission Wealth Management, LP 0.00% Reduce -2.0% 2,782 $205K
VestGen Advisors, LLC 0.01% New 2,761 $203K
Montrusco Bolton Investments Inc. 0.00% Reduce -87.6% 2,755 $203K
Citrine Capital LLC 0.09% No change 2,750 $202K
Successful Portfolios LLC 0.10% Reduce -0.0% 2,808 $201K
Income Insurance Ltd 0.13% — 2,723 $201K
American National Bank & Trust 0.02% Add +1.1% 2,674 $197K
GAMMA Investing LLC 0.01% Reduce -14.4% 2,665 $196K
Heritage Wealth Advisors 0.01% No change 2,625 $193K
Brown Brothers Harriman & Co. 0.00% Add +20.1% 2,587 $190K
First Eagle Investment Management, LLC 0.00% Add +2.1% 2,516 $185K
Trust Co. of Vermont 0.01% Reduce -10.7% 2,510 $185K
Atwood & Palmer Inc. 0.01% No change 2,399 $177K
Caitong International Asset Management Co., Ltd 0.04% Add +256.7% 2,329 $171K
Capital Advisors, Ltd. LLC 0.02% No change 2,305 $170K
Versant Capital Management, Inc 0.02% Reduce -31.5% 2,283 $168K
Garner Asset Management Corp 0.06% New 2,237 $165K
Wellington-Altus USA Inc. 0.12% — 2,132 $164K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +42.5% 2,237 $163K
Harbour Investments, Inc. 0.00% No change 2,144 $158K
Ninepoint Partners LP 0.02% Reduce -89.9% 2,113 $156K
Valley National Advisers Inc. 0.02% Reduce -22.6% 2,071 $152K
Motco 0.01% No change 2,054 $151K
Bayban 0.13% — 2,017 $149K
Farther Finance Advisors, LLC 0.00% Reduce -15.5% 2,011 $148K
Parkside Financial Bank & Trust 0.01% No change 1,967 $145K
Rothschild Investment LLC 0.01% Reduce -12.9% 1,951 $144K
Cromwell Holdings LLC 0.08% Add +8.1% 1,936 $143K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +22.9% 1,921 $142K
Pacifica Partners Inc. 0.06% Reduce -15.8% 1,815 $135K
Harbor Investment Advisory, LLC 0.01% Add +3.0% 1,744 $129K
Grove Bank & Trust 0.01% Add +3.0% 1,697 $125K
CoreCap Advisors, LLC 0.00% No change 1,535 $113K
EverSource Wealth Advisors, LLC 0.00% Add +15.3% 1,518 $112K
EFG International AG 0.00% — 1,490 $110K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,496 $110K
Hanson & Doremus Investment Management 0.01% No change 1,471 $108K
CVA Family Office, LLC 0.01% No change 1,402 $103K
Oakworth Capital, Inc. 0.01% No change 1,401 $103K
1620 Investment Advisors, Inc. 0.07% Reduce -1.8% 1,382 $102K
Meramec Financial Planners, LLC 0.04% — 1,251 $101K
Huntington National Bank 0.00% Add +12.4% 1,348 $99K
Group One Trading LLC 0.00% New 1,308 $96K
Larson Financial Group LLC 0.00% Reduce -9.6% 1,305 $96K
Gables Capital Management Inc. 0.04% No change 1,296 $95K
Birchwood Financial Partners, Inc. 0.09% — 1,250 $92K
Pinnacle Bancorp, Inc. 0.03% No change 1,250 $92K
Crews Bank & Trust 0.01% No change 1,250 $92K
Murphy & Mullick Capital Management Corp 0.07% No change 1,230 $91K
Golden State Wealth Management, LLC 0.01% Reduce -11.0% 1,213 $89K
Boreal Capital Management LLC 0.08% No change 1,206 $89K
Sittner & Nelson, LLC 0.03% No change 1,100 $88K
Assetmark, Inc. 0.00% Add +255.1% 1,193 $88K
Rosenberg Matthew Hamilton 0.02% No change 1,187 $87K
Lanark Financial, Inc. 0.01% Add +35.4% 1,183 $87K
Rexford Capital Inc. 0.06% No change 1,150 $85K
Alerus Financial NA 0.00% Reduce -46.5% 1,147 $84K
Ancora Advisors LLC 0.00% Add +11.9% 1,130 $83K
Ameriflex Group, Inc. 0.04% Reduce -50.0% 1,125 $83K
St Germain D J Co. Inc. 0.00% No change 1,125 $83K
Beaird Harris Wealth Management, LLC 0.01% No change 1,121 $83K
Wealth Enhancement Trust Services, Inc. 0.01% — 1,119 $82K
Elyxium Wealth, LLC 0.02% Reduce -65.9% 1,101 $81K
Blue Trust, Inc. 0.00% Add +1.3% 1,050 $77K
Johnson Financial Group, Inc. 0.00% Reduce -46.8% 1,046 $77K
Basecamp Wealth Advisors LLC 0.02% — 1,029 $76K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -18.4% 1,013 $75K
Granite FO LLC 0.04% No change 1,000 $74K
Towne Trust Company, N.A 0.02% No change 1,000 $74K
FNY Investment Advisers, LLC 0.02% New 1,000 $73K
Creative Financial Designs Inc. 0.00% No change 932 $69K
Hantz Financial Services, Inc. 0.00% Reduce -7.5% 865 $64K
CX Institutional 0.00% No change 859 $63K
VSM Wealth Advisory, LLC 0.02% No change 850 $63K
Gen-Wealth Partners Inc 0.02% Reduce -27.8% 750 $55K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 740 $55K
Duncker Streett & Co. Inc. 0.01% No change 720 $53K
Cary Street Partners Investment Advisory LLC 0.01% Add +121.4% 713 $52K
Glen Eagle Advisors, LLC 0.01% No change 705 $52K
Chapman Financial Group, LLC 0.04% No change 703 $52K
AdvisorNet Financial, Inc 0.00% No change 696 $51K
City Holding Co. 0.01% No change 688 $51K
Strategic Wealth Partners, Ltd. 0.00% Reduce -84.5% 658 $48K
NBT Bank, N.A. 0.00% No change 650 $48K
Albion Financial Group 0.00% Add +451.7% 640 $47K
Hager Investment Management Services, LLC 0.03% No change 640 $47K
Coastline Trust Co 0.00% No change 640 $47K
LRI Investments, LLC 0.00% Reduce -11.5% 636 $47K
Sunbelt Securities, Inc. 0.00% Reduce -6.5% 619 $46K
Curat Global, LLC 0.05% No change 605 $45K
Trust Co 0.00% New 597 $44K
Colonial Trust Advisors 0.00% Reduce -11.8% 559 $41K
Kennebec Savings Bank 0.04% Reduce -12.1% 558 $41K
Community Bank, N.A. 0.00% No change 542 $40K
SJS Investment Consulting Inc. 0.00% No change 525 $39K
Consultiva Wealth Management, Corp. 0.11% No change 520 $38K
Quent Capital, LLC 0.00% Reduce -16.2% 518 $38K
McIlrath & Eck, LLC 0.00% Add +475.3% 512 $38K
Westside Investment Management, Inc. 0.01% No change 503 $37K
Roxbury Financial LLC 0.03% Reduce -6.5% 506 $37K
Wealth Watch Advisors, INC 0.01% Add +5.4% 505 $37K
Millstone Evans Group, LLC 0.02% No change 504 $37K
Aventura Private Wealth, LLC 0.01% Reduce -57.5% 501 $37K
Financial Perspectives, Inc 0.01% No change 500 $37K
Colonial Trust Co / SC 0.00% No change 500 $37K
Anchor Investment Management, LLC 0.00% No change 500 $37K
YANKCOM Partnership 0.02% No change 492 $36K
Cornerstone Planning Group LLC 0.01% Reduce -1.8% 489 $35K
Asset Dedication, LLC 0.00% No change 447 $33K
Financial Management Professionals, Inc. 0.00% Add +31.4% 444 $33K
GPS Wealth Strategies Group, LLC 0.03% Reduce -58.6% 438 $32K
Bernard Wealth Management Corp. 0.01% No change 435 $32K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 435 $32K
McMillan Office, Inc. 0.00% — 425 $31K
Gilpin Wealth Management, LLC 0.02% — 400 $29K
Cheviot Value Management, LLC 0.00% No change 400 $29K
Ogorek Anthony Joseph /NY/ 0.01% No change 375 $27K
ORG Partners LLC 0.00% Reduce -27.6% 360 $27K
Prosperity Bancshares Inc 0.02% — 352 $26K
Lavaca Capital LLC 0.00% No change 345 $25K
Avion Wealth 0.01% No change 351 $25K
Root Financial Partners, LLC 0.00% Add +61.8% 330 $24K
Dunhill Financial, LLC 0.01% Add +0.3% 327 $24K
WPG Advisers, LLC 0.02% Reduce -6.1% 307 $23K
Toth Financial Advisory Corp. 0.00% No change 302 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +218.3% 296 $22K
Birchbrook, Inc. 0.01% No change 288 $21K
Core Alternative Capital 0.01% No change 288 $21K
Quattro Advisors LLC 0.02% — 279 $21K
Curio Wealth, LLC 0.01% No change 250 $19K
BOK Financial Private Wealth, Inc. 0.00% New 250 $18K
Bank & Trust Co 0.01% No change 242 $18K
Zions Bancorporation, National Association 0.00% No change 242 $18K
Chilton Capital Management LLC 0.00% Reduce -42.9% 234 $17K
Resources Management Corp. /CT/ 0.00% No change 225 $17K
Smithfield Trust Co 0.00% Add +3.6% 227 $17K
Hazlett, Burt & Watson, Inc. 0.01% No change 216 $16K
New Millennium Group LLC 0.01% No change 211 $16K
Ball & Co Wealth Management Inc. 0.01% No change 204 $15K
Fortitude Family Office, LLC 0.00% Reduce -0.5% 198 $15K
Solstein Capital, LLC 0.01% No change 175 $13K
Sound Income Strategies, LLC 0.00% No change 167 $12K
Tacita Capital Inc 0.01% Reduce -32.5% 160 $12K
United Financial Planning Group LLC 0.01% New 157 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -4.3% 156 $11K
TD Capital Management LLC 0.00% No change 150 $11K
Addison Advisors LLC 0.00% Reduce -32.9% 149 $11K
Vermillion Wealth Management, Inc. 0.00% No change 142 $10K
Sankala Group LLC 0.01% — 115 $10K
Optima Capital LLC 0.00% New 136 $10K
Princeton Global Asset Management LLC 0.00% No change 133 $10K
Red Tortoise LLC 0.00% Add +0.8% 129 $9K
Ascentis Wealth Management, LLC 0.00% Reduce -7.3% 128 $9K
Manchester Capital Management LLC 0.00% Reduce -79.6% 126 $9K
WealthCollab, LLC 0.00% Add +87.5% 120 $9K
SouthState Bank Corp 0.00% No change 115 $8K
Pflug Koory, LLC 0.00% No change 115 $8K
Spire Wealth Management 0.00% Reduce -67.8% 115 $8K
Kelleher Financial Advisors 0.00% Add +14.0% 114 $8K
Navigoe, LLC 0.00% No change 111 $8K
Stone House Investment Management, LLC 0.00% Reduce -2.7% 107 $8K
Cherry Tree Wealth Management, LLC 0.00% No change 105 $8K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -85.2% 105 $8K
Ares Financial Consulting, LLC 0.01% — 101 $7K
Bell Investment Advisors, Inc 0.00% Reduce -29.0% 98 $7K
Optiver Holding B.V. 0.00% Add +2125.0% 89 $7K
Nemes Rush Group LLC 0.00% Reduce -46.9% 85 $6K
Private Wealth Management Group, LLC 0.00% No change 83 $6K
Physician Wealth Advisors, Inc. 0.00% Reduce -19.6% 82 $6K
Coston, McIsaac & Partners 0.00% No change 84 $6K
Raffa Wealth Management, LLC 0.00% Add +80.0% 81 $6K
Plante Moran Financial Advisors, LLC 0.00% No change 73 $5K
True Wealth Design, LLC 0.00% Reduce -26.3% 70 $5K
SBI Securities Co., Ltd. 0.00% Reduce -4.3% 67 $5K
Westfuller Advisors, LLC 0.00% No change 66 $5K
Bare Financial Services, Inc 0.00% Reduce -11.3% 63 $5K
HFM Investment Advisors, LLC 0.00% No change 62 $5K
North Star Investment Management Corp. 0.00% Add +742.9% 59 $4K
TD Private Client Wealth LLC 0.00% Reduce -97.5% 57 $4K
TrinityBridge Ltd 0.00% Reduce -57.1% 60 $4K
Penserra Capital Management LLC 0.00% No change 57 $4K
Valley Wealth Managers, Inc. 0.00% New 53 $4K
Exchange Traded Concepts, LLC 0.00% Reduce -17.2% 53 $4K
Private Trust Co. NA 0.00% Add +108.0% 52 $4K
Kozak & Associates, Inc. 0.00% No change 52 $4K
Keating Financial Advisory Services, Inc. 0.00% — 50 $4K
IFS Advisors, LLC 0.00% New 50 $4K
Acumen Wealth Advisors, LLC 0.00% — 45 $3K
Olistico Wealth, LLC 0.00% New 43 $3K
Hilton Head Capital Partners, LLC 0.00% — 40 $3K
Bangor Savings Bank 0.00% New 38 $3K
Whipplewood Advisors, LLC 0.00% New 32 $2K
Flagship Harbor Advisors, LLC 0.00% New 31 $2K
SageView Advisory Group, LLC 0.00% New 30 $2K
Abound Wealth Management 0.00% Reduce -88.1% 29 $2K
Country Trust Bank 0.00% No change 28 $2K
Investors Research Corp 0.00% No change 26 $2K
Stephens Consulting, LLC 0.00% New 25 $2K
Steigerwald, Gordon & Koch Inc. 0.00% No change 25 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -31.4% 24 $2K
Kilter Group LLC 0.00% Add +242.9% 24 $2K
Merited Wealth, LLC 0.00% — 23 $2K
Rossby Financial, LCC 0.00% Add +43.8% 23 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $1K
Highline Wealth Partners LLC 0.00% Reduce -86.5% 17 $1K
JNBA Financial Advisors 0.00% No change 15 $1K
Tucker Asset Management LLC 0.00% New 14 $1K
SHP Wealth Management 0.00% — 14 $1K
HM Payson & Co. 0.00% New 14 $1K
MV Capital Management, Inc. 0.00% New 11 $810
SWAN Capital LLC 0.00% No change 10 $736
Rachor Investment Advisory Services, LLC 0.00% — 8 $590
Financial Consulate, Inc. 0.00% New 8 $590
Bruce G. Allen Investments, LLC 0.00% No change 6 $442
Elevated Capital Advisors, LLC 0.00% New 5 $368

"% of holder's portfolio" is CP's weight in each manager's 13F, not the share of Canadian Pacific Kansas City the manager owns.