The Campbell's CompanyCPB

13F holders, Q2 2026 (June 30)
621holders +38
131new positions
101sold out
8famous investors
$22.28avg. 13F price*

At the end of Q2 2026, 621 institutions reported holding The Campbell's Company (CPB) in their 13F filings, up 38 from Q1 2026. 131 opened new positions and 101 sold out. The largest holders were BlackRock, Inc. ($650.8M), Vanguard Portfolio Management LLC ($276.6M) and Vanguard Capital Management LLC ($206.1M). 8 famous investors held it, including Bruce Berkowitz (0.2% of Fairholme Capital Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
The Campbell's Company
CUSIP
134429109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 630Q1 2024Q2 2024: 635Q2 2024Q3 2024: 651Q3 2024Q4 2024: 631Q4 2024Q1 2025: 635Q1 2025Q2 2025: 640Q2 2025Q3 2025: 645Q3 2025Q4 2025: 614Q4 2025Q1 2026: 583Q1 2026Q2 2026: 621Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions131$81.8M
Exits101$71.6M

All 13F filers, Q1 2026 → Q2 2026: 48,123,456 shares bought and 47,903,425 shares sold, net +220,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 621 holders

BlackRock, Inc. 0.01% Add +70.8% 29,225,401 $650.8M
Vanguard Portfolio Management LLC 0.01% Add +24.1% 12,422,314 $276.6M
Vanguard Capital Management LLC 0.00% Reduce -29.7% 9,255,680 $206.1M
Dimensional Fund Advisors LP 0.03% Reduce -16.4% 8,554,455 $190.5M
Two Sigma Investments, LP 0.14% Add +1.2% 8,046,417 $179.2M
State Street Corp. 0.01% Reduce -37.8% 7,782,642 $173.3M
Morgan Stanley 0.01% Add +10.3% 7,076,660 $157.6M
UBS Group AG 0.02% Add +13.6% 6,471,754 $144.1M
Brandes Investment Partners, LP 0.99% Add +3688.5% 6,334,950 $141.1M
Goldman Sachs Group Inc. 0.01% Add +146.8% 4,942,269 $110.1M
LSV Asset Management 0.17% Reduce -7.9% 4,268,904 $95.1M
Geode Capital Management, LLC 0.01% Reduce -29.3% 4,193,369 $93.4M
AQR Capital Management 0.03% Add +220.8% 4,070,543 $90.7M
Bank of New York Mellon Corp 0.01% Add +15.0% 3,551,401 $79.1M
Brandywine Managers, LLC 36.68% No change 3,329,500 $74.1M
Quantinno Capital Management LP 0.09% Add +141.6% 3,229,749 $71.9M
Bank of America Corp. 0.00% Add +382.1% 3,137,396 $69.9M
Cerity Partners LLC 0.06% Add +109.2% 2,377,477 $52.9M
Massachusetts Financial Services Co. 0.02% Add +1.1% 2,319,739 $51.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.0% 2,017,142 $44.9M
Brandywine Trust Co. 7.01% No change 1,954,276 $43.5M
Thompson Siegel & Walmsley LLC 0.78% Add +0.3% 1,933,876 $43.1M
Gotham Asset Management 0.09% Add +300.7% 1,829,112 $40.7M
HRT Financial LP 0.07% Add +1135.7% 1,789,179 $39.8M
Ensign Peak Advisors, Inc 0.06% Reduce -6.6% 1,593,848 $35.5M
Wells Fargo & Company 0.01% Add +0.9% 1,464,735 $32.6M
Northern Trust Corp. 0.00% Reduce -10.2% 1,419,317 $31.6M
First Trust Advisors LP 0.02% Reduce -51.2% 1,375,391 $30.6M
Vanguard Fiduciary Trust Co. 0.01% Add +12.2% 1,252,658 $27.9M
Norges Bank 0.00% — 1,239,949 $27.6M
Invesco Ltd. 0.00% Reduce -91.6% 1,134,198 $25.3M
Drexel Morgan & Co. 3.10% No change 1,000,000 $22.3M
Principal Financial Group Inc. 0.01% Add +339.1% 962,559 $21.4M
Lazard Asset Management LLC 0.03% Reduce -69.5% 839,398 $18.7M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -54.6% 785,706 $17.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.4% 755,169 $16.8M
JPMorgan Chase & Co. 0.00% Add +4.0% 697,268 $16.2M
GAMCO Investors 0.14% Reduce -3.3% 688,084 $15.3M
Public Sector Pension Investment Board 0.04% Add +1109.7% 676,038 $15.1M
Nuveen, LLC 0.00% Add +14.0% 586,145 $13.1M
Citadel Advisors 0.01% Reduce -86.2% 560,914 $12.5M
Victory Capital Management Inc. 0.01% Reduce -0.2% 559,640 $12.5M
Creative Planning 0.01% Add +392.0% 546,994 $12.2M
Royal Bank of Canada 0.00% Add +30.7% 536,462 $11.9M
FMR LLC 0.00% Reduce -44.5% 511,829 $11.4M
Premier Fund Managers Ltd 0.98% New 472,000 $10.9M
Legal & General Group Plc 0.00% Reduce -1.7% 483,621 $10.8M
Ameriprise Financial Inc. 0.00% Add +185.3% 450,787 $10.0M
Raymond James Financial Inc. 0.00% Add +83.6% 438,815 $9.8M
LPL Financial LLC 0.00% Add +63.1% 432,457 $9.6M
Commonwealth Equity Services, LLC 0.01% Add +65.3% 421,779 $9.4M
Van Eck Associates Corp. 0.01% Add +25.0% 400,186 $8.9M
Rhumbline Advisers 0.01% Reduce -26.6% 399,629 $8.9M
Gabelli Funds LLC 0.06% Reduce -11.7% 396,325 $8.8M
Swiss National Bank 0.00% Add +1.4% 388,900 $8.7M
Saba Capital Management, L.P. 0.25% Add +16.6% 367,598 $8.2M
Foundation Resource Management Inc. 0.94% Add +2.1% 363,960 $8.1M
Lifeworks Advisors, LLC 0.69% Add +8.5% 297,013 $6.6M
Quinn Opportunity Partners LLC 0.31% Add +25.3% 296,900 $6.6M
Envestnet Asset Management Inc. 0.00% Add +16.8% 284,698 $6.3M
MAC Alpha Capital Management, LP 2.97% Add +25.4% 284,545 $6.3M
California Public Employees Retirement System 0.00% Reduce -16.5% 282,992 $6.3M
Susquehanna International Group, LLP 0.01% Reduce -67.0% 274,074 $6.1M
BNP Paribas Financial Markets 0.00% Reduce -58.7% 267,833 $6.0M
Alliancebernstein L.P. 0.00% Add +31.8% 257,283 $5.7M
NewEdge Advisors, LLC 0.02% Add +139.7% 250,443 $5.6M
SummitTX Capital, L.P. 0.14% Add +14.8% 242,896 $5.4M
DekaBank Deutsche Girozentrale 0.01% No change 237,552 $5.3M
California State Teachers Retirement System 0.00% Reduce -1.5% 223,694 $5.0M
Jane Street Group, LLC 0.00% New 210,622 $4.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +221.4% 203,194 $4.5M
Tidal Investments LLC 0.01% Add +19.1% 191,257 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Add +107.5% 184,226 $4.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +1.7% 181,255 $4.0M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.3% 180,737 $4.0M
Sona Asset Management (us) LLC 0.19% New 180,000 $4.0M
Prudential Financial Inc. 0.00% Add +67.5% 179,188 $4.0M
Cetera Investment Advisers 0.00% Add +101.5% 177,478 $4.0M
Freestone Grove Partners LP 0.03% New 173,535 $3.9M
New York State Teachers Retirement System 0.01% Reduce -0.8% 172,671 $3.8M
T. Rowe Price Associates Inc. 0.00% Reduce -37.7% 172,629 $3.8M
Skylands Capital, LLC 0.47% Add +116.9% 172,300 $3.8M
LBP Am SA 0.04% Add +10.1% 171,350 $3.8M
Sigma Planning Corp 0.09% Add +71.1% 168,176 $3.7M
Hussman Strategic Advisors, Inc. 0.86% Reduce -20.0% 168,000 $3.7M
Jones Financial Companies LLLP 0.00% Add +23.8% 161,666 $3.7M
Thrivent Financial for Lutherans 0.01% Add +1293.2% 163,061 $3.6M
Hillman Capital Management, Inc. 2.60% Reduce -3.1% 161,043 $3.6M
Baird Financial Group, Inc. 0.00% Add +322.0% 159,051 $3.5M
Susquehanna Portfolio Strategies, LLC 0.06% No change 158,160 $3.5M
Advisors Asset Management, Inc. 0.05% Add +237.5% 156,279 $3.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +139.1% 157,376 $3.5M
PNC Financial Services Group, Inc. 0.00% Add +39.0% 152,339 $3.4M
Havemeyer Place LP 0.33% New 151,840 $3.4M
Man Group plc 0.01% Reduce -82.2% 142,821 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +197.2% 142,013 $3.2M
Mountain Hill Investment Partners Corp. 1.75% No change 138,900 $3.1M
Advisory Services Network, LLC 0.03% Add +15.0% 136,782 $3.0M
Dark Forest Capital Management LP 0.20% Reduce -28.6% 135,678 $3.0M
Wbi Investments, LLC 0.75% Add +33.1% 135,426 $3.0M
Osaic Holdings, Inc. 0.00% Add +64.7% 133,899 $3.0M
SG Americas Securities, LLC 0.00% Add +31.3% 133,087 $3.0M
Ethic Inc. 0.04% Add +97.5% 126,557 $2.8M
Pathstone Holdings, LLC 0.01% Add +209.9% 120,704 $2.7M
Bank of Montreal 0.00% Reduce -87.5% 119,821 $2.7M
Morningstar Investment Management LLC 0.16% No change 119,361 $2.7M
Value Partners Investments Inc. 0.18% No change 117,000 $2.6M
Fairholme Capital Management 0.17% New 116,500 $2.6M
HighTower Advisors, LLC 0.00% Add +14.8% 114,907 $2.6M
KBC Group NV 0.01% Reduce -3.6% 114,619 $2.6M
Group One Trading LLC 0.07% Add +186.5% 113,637 $2.5M
Waldron Private Wealth LLC 0.09% Reduce -13.1% 111,906 $2.5M
Millennium Management 0.00% New 111,712 $2.5M
AE Wealth Management LLC 0.01% Reduce -87.0% 110,262 $2.5M
Highbridge Capital Management LLC 0.16% New 105,000 $2.4M
Brevan Howard Capital Management LP 0.04% Add +53.5% 107,906 $2.4M
Ninety One UK Ltd 0.01% Add +79.1% 106,760 $2.4M
Jain Global LLC 0.03% New 106,570 $2.4M
Corient Private Wealth LP 0.00% Add +271.0% 103,027 $2.3M
Stifel Financial Corp. 0.00% Add +11.2% 101,780 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +69.0% 100,935 $2.2M
Secured Retirement Advisors, LLC 1.12% New 97,949 $2.2M
Private Capital Management, LLC 0.20% Add +12.5% 97,500 $2.2M
PEAK6 LLC 0.05% Reduce -71.0% 97,437 $2.2M
Texas Yale Capital Corp. 0.05% Add +85.7% 97,360 $2.2M
Focus Partners Wealth 0.00% New 97,348 $2.2M
Y-Intercept (Hong Kong) Ltd 0.04% New 95,617 $2.1M
Canal Insurance CO 0.46% Add +111.1% 95,000 $2.1M
Sciencast Management LP 0.43% Reduce -30.4% 93,953 $2.1M
Russell Investments Group, Ltd. 0.00% Add +16.8% 93,691 $2.1M
Csenge Advisory Group 0.08% New 92,410 $2.1M
Mercer Global Advisors Inc. 0.00% Add +275.3% 92,334 $2.1M
Fifth Third Bancorp 0.00% Add +73.3% 91,425 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +190.6% 90,595 $2.0M
MML Investors Services, LLC 0.00% Add +120.0% 90,253 $2.0M
Summit Trail Advisors, LLC 0.03% Add +64.5% 90,238 $2.0M
Captrust Financial Advisors 0.00% Add +180.5% 88,815 $2.0M
Jupiter Topco LLC 0.00% — 88,120 $2.0M
State of Alaska, Department of Revenue 0.02% Add +98.8% 86,275 $1.9M
Louisiana State Employees Retirement System 0.03% Add +762.0% 86,200 $1.9M
Sei Investments Co. 0.00% Reduce -47.6% 85,294 $1.9M
Treasurer of the State of North Carolina 0.00% Add +1.8% 84,454 $1.9M
State of New Jersey Common Pension Fund D 0.01% No change 83,417 $1.9M
Arax Advisory Partners 0.01% Add +4667.9% 82,341 $1.8M
Saxon Interests, Inc. 0.50% Add +147.6% 81,682 $1.8M
Econ Financial Services Corp 0.85% Add +48.7% 81,631 $1.8M
Sagewood Asset Management LP 0.41% Add +11.0% 81,125 $1.8M
Howard Capital Management, LLC 0.02% New 80,703 $1.8M
Alps Advisors Inc. 0.01% Add +3.1% 78,725 $1.8M
Kornitzer Capital Management Inc. 0.04% Add +83.8% 78,070 $1.7M
Quantbot Technologies LP 0.07% Add +90.8% 77,254 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -1.5% 77,151 $1.7M
Berkshire Asset Management LLC 0.07% Reduce -28.0% 77,146 $1.7M
Franklin Resources Inc. 0.00% Add +189.7% 76,587 $1.7M
Vanguard Global Advisers, LLC 0.00% Reduce -81.5% 76,227 $1.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -15.9% 75,434 $1.7M
Handelsbanken Fonder AB 0.00% Reduce -0.7% 74,200 $1.7M
New York State Common Retirement Fund 0.00% Reduce -11.8% 73,367 $1.6M
Sanctuary Advisors, LLC 0.01% Add +671.4% 72,317 $1.6M
Twin Tree Management, LP 0.25% Add +246.5% 72,263 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -52.9% 72,085 $1.6M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -20.8% 71,168 $1.6M
Meyer Handelman Co. 0.04% Reduce -8.8% 70,855 $1.6M
Stephens Inc. 0.02% Add +19.7% 70,560 $1.6M
Deutsche Bank AG 0.00% Reduce -97.0% 67,181 $1.5M
Simplex Trading, LLC 0.04% Add +45.2% 65,608 $1.5M
Fluent Financial, LLC 0.50% New 62,577 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -20.6% 62,413 $1.4M
McKinney Capital Management, LLC 0.55% New 62,334 $1.4M
Neuberger Berman Group LLC 0.00% Add +120.3% 60,378 $1.3M
Barclays PLC 0.00% Reduce -87.0% 58,484 $1.3M
XTX Topco Ltd 0.02% Reduce -62.7% 58,448 $1.3M
Oak Thistle LLC 0.12% Add +73.2% 57,806 $1.3M
Vise Technologies, Inc. 0.01% Add +180.5% 57,538 $1.3M
Frec Markets, Inc. 0.11% New 57,438 $1.3M
Scotia Capital Inc. 0.00% Reduce -1.4% 57,425 $1.3M
Public Employees Retirement System of Ohio 0.00% Add +0.2% 56,527 $1.3M
Amalgamated Bank 0.01% Add +58.3% 56,480 $1.3M
Yousif Capital Management, LLC 0.01% Add +100.2% 55,004 $1.2M
Storebrand Asset Management As 0.00% Reduce -14.7% 53,975 $1.2M
Arizona State Retirement System 0.01% Add +0.5% 53,474 $1.2M
Guggenheim Capital LLC 0.01% Reduce -13.2% 53,239 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +7.1% 52,520 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +24.1% 51,662 $1.2M
Atom Investors LP 0.10% Add +346.3% 51,319 $1.1M
Atria Investments, Inc 0.01% New 50,994 $1.1M
Catalyst Funds Management Pty Ltd 0.06% New 50,301 $1.1M
Crystal Cove Asset Management, LLC 1.20% New 49,483 $1.1M
Vanguard Investments Australia, Ltd. 0.00% Reduce -0.4% 48,916 $1.1M
State of Wyoming 0.11% Add +208.4% 48,031 $1.1M
Janney Montgomery Scott LLC 0.00% Add +34.9% 47,739 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Add +207.9% 47,392 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.8% 46,662 $1.0M
Savant Capital, LLC 0.00% Add +258.0% 45,842 $1.0M
Citigroup Inc. 0.00% Reduce -87.8% 45,008 $1.0M
Oregon Public Employees Retirement Fund 0.01% Add +98.3% 44,700 $995K
Quadrant Capital Group LLC 0.03% Add +101.9% 44,547 $992K
Marshall Wace, LLP 0.00% New 44,224 $985K
Arvest Bank Trust Division 0.05% Reduce -6.0% 44,050 $981K
Capstone Investment Advisors, LLC 0.01% Reduce -14.1% 43,973 $979K
SteelPeak Wealth, LLC 0.03% Add +32.2% 43,962 $979K
Bank of Nova Scotia 0.00% Reduce -24.3% 43,653 $972K
M&T Bank Corp 0.00% Add +89.8% 43,330 $966K
KLP Kapitalforvaltning As 0.00% No change 43,300 $964K
Brown Advisory Inc. 0.00% Reduce -20.6% 42,558 $948K
Bridgewater Associates 0.00% Add +268.5% 42,400 $944K
Truist Financial Corp. 0.00% Reduce -7.4% 42,255 $941K
Nisa Investment Advisors, LLC 0.00% Add +78.3% 42,100 $938K
US Bancorp \de 0.00% Add +90.2% 41,928 $934K
Keybank National Association 0.00% Reduce -4.3% 41,463 $923K
Beacon Pointe Advisors, LLC 0.00% Add +65.0% 41,293 $920K
Mariner, LLC 0.00% New 41,189 $917K
HB Wealth Management, LLC 0.01% New 40,407 $900K
&partners 0.00% Add +120.3% 40,046 $891K
Commerzbank Aktiengesellschaft 0.02% Add +27.6% 39,446 $878K
WCG Wealth Advisors LLC 0.02% New 39,159 $872K
Maryland State Retirement & Pension System 0.01% New 38,872 $866K
Jefferies Financial Group Inc. 0.01% New 38,612 $860K
Advocate Investing Services LLC 0.66% Add +27.1% 38,432 $856K
Federation des caisses Desjardins du Quebec 0.00% Reduce -5.8% 38,401 $855K
Redwood Investment Management, LLC 0.08% Add +32.9% 38,384 $855K
Allstate Corp. 0.01% New 38,316 $853K
D.A. Davidson & Co. 0.00% Add +45.1% 38,211 $851K
Blair William & Co. 0.00% Add +26.6% 37,161 $828K
Kestra Investment Management, LLC 0.02% Add +200.8% 36,727 $818K
Kingsview Wealth Management, LLC 0.01% Reduce -14.8% 36,578 $815K
Blue Trust, Inc. 0.01% Reduce -0.1% 36,138 $805K
IRON Financial LLC 0.33% Add +6.7% 35,909 $800K
Brown, Lisle/Cummings, Inc. 0.18% Reduce -9.1% 35,695 $795K
Kestra Advisory Services, LLC 0.00% Add +26.2% 35,191 $784K
Aster Capital Management (DIFC) Ltd 0.17% New 34,956 $778K
Inspire Investing, LLC 0.03% Add +14.9% 33,919 $755K
Merit Financial Group, LLC 0.00% New 33,564 $747K
HSBC Holdings PLC 0.00% Reduce -98.2% 33,700 $747K
Independent Advisor Alliance 0.02% Add +123.1% 33,229 $740K
Capital World Investors 0.00% Add +70.0% 32,450 $723K
Kingswood Wealth Advisors, LLC 0.03% Add +3.5% 31,869 $710K
Arvest Investments, Inc. 0.09% Reduce -2.9% 31,831 $709K
TD Waterhouse Canada Inc. 0.00% Add +4.4% 30,005 $704K
Pictet Asset Management Holding SA 0.00% Reduce -27.1% 31,356 $698K
Leonteq Securities AG 0.04% Reduce -62.7% 31,310 $697K
Abel Hall, LLC 0.12% Reduce -1.4% 31,206 $695K
Glenmede Trust Co. NA 0.00% Add +147.2% 31,027 $691K
Natixis Advisors, LLC 0.00% Add +25.1% 29,951 $667K
Clear Harbor Asset Management, LLC 0.04% Reduce -41.8% 29,895 $666K
Managed Asset Portfolios, LLC 0.08% Reduce -26.6% 29,799 $664K
Parvin Asset Management, LLC 0.52% Reduce -1.8% 29,285 $652K
Moors & Cabot, Inc. 0.03% Add +52.1% 29,230 $651K
Integrated Wealth Concepts LLC 0.00% New 28,962 $645K
Simplicity Wealth,LLC 0.02% Add +202.5% 28,890 $643K
Bleakley Financial Group, LLC 0.01% New 28,884 $643K
Tejara Capital Ltd 0.26% New 28,600 $637K
Spirepoint Private Client, LLC 0.05% No change 28,597 $637K
TT Capital Management LLC 0.49% Add +29.9% 28,200 $628K
Evergreen Capital Management LLC 0.01% New 28,158 $627K
Personal Cfo Solutions, LLC 0.09% Add +3.1% 28,120 $626K
PFG Investments, LLC 0.02% Add +38.7% 27,960 $623K
Chicago Partners Investment Group LLC 0.01% Add +72.7% 28,452 $609K
Kera Capital Partners, Inc. 0.06% New 27,279 $608K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -73.5% 26,701 $597K
Bessemer Group Inc. 0.00% Add +165.4% 26,834 $597K
Mather Group, Llc. 0.01% Add +161.4% 26,257 $585K
New York Life Investment Management LLC 0.00% Reduce -48.3% 25,688 $572K
Coldstream Capital Management Inc. 0.01% Add +87.7% 25,327 $564K
Midwest Trust Co 0.01% Reduce -3.0% 25,314 $564K
Asset Management One Co., Ltd. 0.00% Reduce -32.0% 25,186 $561K
First National Bank Sioux Falls 0.15% No change 26,458 $554K
Investors Research Corp 0.10% Reduce -1.4% 24,784 $552K
Mutual of America Capital Management LLC 0.01% Add +17.0% 24,488 $545K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.9% 24,466 $545K
O'shaughnessy Asset Management, LLC 0.00% Add +41.7% 24,459 $545K
Inlet Private Wealth, LLC 0.13% Reduce -22.5% 24,400 $543K
Allworth Financial LP 0.00% Add +17.2% 23,934 $533K
GAMMA Investing LLC 0.02% Add +323.7% 23,784 $530K
HUB Investment Partners, LLC 0.01% New 23,194 $517K
United Capital Financial Advisors, LLC 0.00% Add +14.7% 22,527 $502K
Rockefeller Capital Management L.P. 0.00% Add +236.8% 22,219 $495K
Crestwood Advisors Group, LLC 0.01% New 22,191 $494K
State of Tennessee, Department of Treasury 0.00% No change 22,091 $492K
Jensen Investment Management Inc. 0.01% Reduce -30.8% 21,735 $484K
CIBC Asset Management Inc 0.00% Reduce -53.7% 21,717 $484K
Mutual Advisors, LLC 0.01% Add +84.6% 21,593 $481K
Independent Financial Group, LLC 0.01% New 21,006 $468K
Pallas Capital Advisors LLC 0.01% New 20,961 $467K
Wedmont Private Capital 0.01% New 21,069 $465K
R Squared Ltd 0.24% New 20,794 $463K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 20,560 $458K
OceanIQ Capital, LLC 0.28% — 20,113 $457K
Voya Investment Management LLC 0.00% Reduce -53.1% 20,370 $454K
Atalanta Sosnoff Capital, LLC 0.01% New 20,022 $446K
Apollon Wealth Management, LLC 0.01% New 19,737 $440K
Worldquant Millennium Advisors LLC 0.00% New 19,656 $438K
LBJ Family Wealth Advisors, Ltd. 0.22% Add +0.0% 18,609 $428K
Chiron Capital Management, LLC 0.38% Add +38.1% 19,201 $428K
ProShare Advisors LLC 0.00% Reduce -67.8% 19,065 $425K
D. E. Shaw & Co. 0.00% Reduce -81.5% 19,028 $424K
Brighton Jones LLC 0.01% New 19,000 $423K
Rodgers Brothers Inc. 0.04% Reduce -2.8% 18,935 $422K
Valeo Financial Advisors, LLC 0.01% Add +95.5% 18,845 $420K
MAI Capital Management 0.00% Add +181.8% 18,789 $418K
LGT Group Foundation 0.00% Add +9.2% 18,303 $408K
Allspring Global Investments Holdings, LLC 0.00% Reduce -8.3% 17,587 $404K
Koss-Olinger Consulting, LLC 0.03% Reduce -48.2% 18,110 $403K
JMN Financial LLC 0.31% New 18,005 $401K
Neo Ivy Capital Management 0.09% New 17,974 $400K
Signaturefd, LLC 0.01% Add +307.2% 17,818 $397K
Premier Path Wealth Partners, LLC 0.04% Reduce -30.5% 17,519 $390K
Sequoia Financial Advisors, LLC 0.00% New 17,416 $388K
American National Bank & Trust 0.03% Add +10.9% 17,290 $385K
Mirabella Financial Services LLP 0.04% Add +42.4% 17,184 $383K
Assetmark, Inc. 0.00% Add +73.6% 17,043 $380K
Caldwell Sutter Capital, Inc. 0.14% Add +23.1% 16,945 $377K
Financial Advisors Network, Inc. 0.05% Add +35.2% 16,896 $376K
Brown Brothers Harriman & Co. 0.00% Add +1605.2% 16,711 $372K
Williams Jones Wealth Management, LLC. 0.00% Reduce -2.9% 16,634 $370K
Old National Bancorp 0.01% New 16,487 $367K
EP Wealth Advisors, LLC 0.00% New 16,438 $366K
Hantz Financial Services, Inc. 0.00% Reduce -20.3% 16,288 $363K
Meeder Advisory Services, Inc. 0.01% Add +54.5% 16,059 $358K
Savvy Advisors, Inc. 0.01% New 15,943 $355K
CIBC Bancorp USA Inc. 0.00% Reduce -87.2% 15,923 $355K
Manske Wealth Management 0.09% Add +8.7% 15,779 $351K
Wulff, Hansen & Co. 0.27% No change 15,580 $347K
Steward Partners Investment Advisory, LLC 0.00% Add +1.6% 15,349 $342K
Farther Finance Advisors, LLC 0.00% Add +68.6% 15,120 $337K
Certuity, LLC 0.02% New 15,102 $336K
Wedbush Securities Inc. 0.01% Add +29.1% 15,105 $336K
Swiss Life Asset Management Ltd 0.00% Add +6.2% 14,944 $333K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -59.2% 14,900 $332K
Bull Harbor Capital LLC 0.06% New 14,775 $329K
Choreo, LLC 0.00% New 14,576 $325K
Core Capital Management & Research, inc. 0.17% — 13,469 $323K
Summitry LLC 0.01% New 14,373 $320K
Curi Capital, LLC 0.00% New 14,234 $317K
Xponance LLC 0.00% Reduce -33.1% 14,187 $316K
Fayez Sarofim & Co 0.00% No change 14,000 $312K
Parallel Advisors, LLC 0.00% Add +399.0% 13,932 $310K
City Center Advisors, LLC 0.25% Add +29.0% 13,930 $310K
Caprock Group, LLC 0.01% New 13,713 $305K
DAVENPORT & Co LLC 0.00% New 13,595 $303K
Camelot Portfolios, LLC 0.21% No change 13,500 $301K
Praxis Investment Management Inc. 0.02% New 13,444 $299K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -6.6% 13,300 $296K
Intrua Financial, LLC 0.03% Add +42.4% 13,205 $294K
Schonfeld Strategic Advisors LLC 0.00% Reduce -36.6% 13,104 $292K
Inscription Capital, LLC 0.03% Add +20.6% 12,806 $285K
Quent Capital, LLC 0.02% Add +305.5% 12,703 $283K
Jeppson Wealth Management, LLC 0.08% New 12,668 $282K
Public Employees Retirement Association of Colorado 0.00% No change 12,605 $281K
Park Avenue Securities LLC 0.00% Add +7.3% 12,594 $280K
Fieldview Capital Management, LLC 0.08% New 12,506 $279K
Baker Avenue Asset Management, LP 0.01% New 12,428 $277K
Citizens Financial Group Inc. 0.00% New 12,279 $273K
Kentucky Retirement Systems 0.01% Reduce -17.4% 12,240 $273K
Ground Swell Capital, LLC 0.30% New 12,190 $271K
Alpha Family Trust 0.11% New 11,930 $266K
Syon Capital LLC 0.01% New 11,780 $262K
Bill Few Associates, Inc. 0.06% Add +18.8% 11,621 $259K
Howe & Rusling Inc. 0.01% Add +0.9% 11,592 $258K
AlphaCore Capital LLC 0.00% Add +14.4% 11,524 $257K
Christine Messmer PC 0.14% Reduce -29.6% 11,522 $257K
Orion Porfolio Solutions, LLC 0.00% New 11,485 $256K
CX Institutional 0.01% Add +457.6% 11,363 $253K
Uhlmann Price Securities, LLC 0.01% New 11,256 $251K
Boothbay Fund Management, LLC 0.00% New 11,225 $250K
denkapparat Operations GmbH 0.08% No change 11,180 $249K
Significant Wealth Partners LLC 0.27% Add +7.2% 11,092 $247K
DoubleLine ETF Adviser LP 0.10% New 11,059 $246K
Jackson Thornton Wealth Management, LLC 0.02% New 11,015 $245K
Ballentine Partners, LLC 0.00% Add +8.4% 10,886 $242K
Unique Wealth Strategies, LLC 0.09% Reduce -28.9% 10,864 $242K
Blackstone Inc. 0.00% New 10,622 $237K
Harbour Investments, Inc. 0.00% Add +5.7% 10,601 $236K
Verity Asset Management, Inc. 0.09% Reduce -1.7% 10,456 $233K
American Century Companies Inc. 0.00% Add +2.4% 10,445 $233K
Amundi 0.00% Reduce -98.3% 10,443 $233K
Utah Retirement Systems 0.00% No change 10,300 $229K
HBW Advisory Services LLC 0.02% New 10,221 $228K
Clearbridge Investments, LLC 0.00% No change 10,171 $227K
Valmark Advisers, Inc. 0.00% New 10,055 $224K
Marathon Trading Investment Management LLC 0.03% No change 10,000 $223K
Laird Norton Wetherby Trust Company, LLC 0.00% New 9,909 $221K
Mgo One Seven LLC 0.00% New 9,897 $220K
Kovack Advisors, Inc. 0.01% New 9,416 $220K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -47.6% 9,785 $218K
Regions Financial Corp. 0.00% No change 9,728 $217K
Kelsey Financial, LLC 0.16% Add +7.3% 9,664 $215K
Empowered Funds, LLC 0.00% Reduce -50.8% 9,653 $215K
Jacobi Capital Management LLC 0.01% New 9,576 $213K
Stelac Advisory Services LLC 0.04% New 9,544 $213K
Perigon Wealth Management, LLC 0.00% New 9,455 $211K
J. Safra Sarasin Holding AG 0.00% New 9,387 $209K
Aaron Wealth Advisors LLC 0.01% New 9,381 $209K
Vident Advisory, LLC 0.00% Add +3.9% 9,335 $208K
Callan Family Office, LLC 0.00% New 9,269 $206K
Hedges Asset Management LLC 0.14% — 9,250 $206K
Evolve Private Wealth, LLC 0.01% New 9,087 $202K
Integrated Advisors Network LLC 0.01% Reduce -24.1% 9,046 $201K
Tower Research Capital LLC (TRC) 0.00% Add +11.2% 8,703 $194K
Larson Financial Group LLC 0.01% Add +372.6% 8,498 $189K
Intesa Sanpaolo Wealth Management 0.04% No change 8,350 $186K
New England Asset Management Inc. 0.02% Reduce -88.2% 7,745 $172K
Nykredit A/S 0.00% — 7,244 $161K
Glen Eagle Advisors, LLC 0.02% Reduce -70.5% 7,240 $161K
IFP Advisors, Inc 0.00% Add +31.3% 7,198 $160K
STRS Ohio 0.00% Add +53.7% 7,125 $159K
Gen-Wealth Partners Inc 0.04% Reduce -1.9% 7,038 $157K
FNY Investment Advisers, LLC 0.05% New 6,300 $140K
EverSource Wealth Advisors, LLC 0.00% Add +2.5% 6,243 $139K
Sterling Capital Management LLC 0.00% Reduce -8.3% 5,966 $133K
North Star Investment Management Corp. 0.01% Add +3.2% 5,934 $132K
Global Retirement Partners, LLC 0.00% — 5,672 $126K
Wilmington Savings Fund Society, FSB 0.00% Reduce -18.8% 5,397 $120K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +197.7% 5,383 $120K
Principia Wealth Advisory, LLC 0.06% Add +2.8% 5,161 $115K
CoreCap Advisors, LLC 0.00% Reduce -10.9% 4,616 $103K
Huntington National Bank 0.00% Add +9.7% 4,492 $100K
Basepoint Wealth LLC 0.06% Reduce -0.3% 4,397 $98K
Bayforest Capital Ltd 0.09% Reduce -2.6% 4,219 $94K
Wolverine Asset Management LLC 0.00% No change 4,000 $89K
LRI Investments, LLC 0.01% Add +502.9% 3,979 $89K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -88.1% 3,858 $86K
SBI Securities Co., Ltd. 0.00% Add +7.9% 3,731 $83K
Rexford Capital Inc. 0.05% Reduce -1.5% 3,559 $79K
Ankerstar Wealth, LLC 0.06% Add +2.2% 3,469 $77K
Bokf, NA 0.00% Add +3.6% 3,430 $76K
Parkside Financial Bank & Trust 0.01% Add +46.7% 3,408 $76K
Guardian Partners Inc. 0.01% New 3,360 $75K
Curat Global, LLC 0.06% Reduce -41.1% 1,650 $74K
MassMutual Private Wealth & Trust, FSB 0.00% Add +82.6% 3,289 $73K
Tema ETFs LLC 0.00% Add +9.8% 3,265 $73K
Private Trust Co. NA 0.01% Add +5.4% 3,261 $73K
Cassaday & Co Wealth Management LLC 0.00% Add +0.2% 3,243 $72K
MetLife Investment Management, LLC 0.00% Reduce -93.0% 3,236 $72K
UMB Bank, n.a. 0.00% Add +73.0% 3,225 $72K
Salomon & Ludwin, LLC 0.01% Add +1386.2% 2,794 $66K
Fortitude Family Office, LLC 0.01% Add +2906.2% 2,916 $65K
National Bank of Canada 0.00% Reduce -96.2% 2,793 $62K
Eurizon Capital SGR S.p.A. 0.00% No change 2,695 $62K
Elevation Wealth Partners, LLC 0.02% New 2,774 $62K
Clearstead Advisors, LLC 0.00% Add +592.9% 2,647 $59K
William B. Walkup & Associates, Inc. 0.03% Reduce -19.6% 2,484 $55K
Versant Capital Management, Inc 0.00% Add +946.6% 2,470 $55K
SJS Investment Consulting Inc. 0.01% Add +2234.0% 2,334 $52K
Horizon Investments, LLC 0.00% Reduce -63.1% 2,323 $51K
Lanark Financial, Inc. 0.00% Add +74.3% 2,144 $48K
Colonial Trust Co / SC 0.01% No change 2,000 $45K
Eastern Bank 0.00% No change 2,000 $45K
Quarry LP 0.01% Add +64.7% 1,955 $44K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -99.3% 1,871 $43K
Truvestments Capital LLC 0.01% No change 1,874 $42K
Deseret Mutual Benefit Administrators 0.01% No change 1,801 $40K
Nomura Asset Management Co. Ltd. 0.00% Reduce -81.4% 1,670 $37K
Medallion Wealth Advisors, LLC 0.01% Add +20.0% 1,666 $37K
McMillan Office, Inc. 0.00% No change 1,600 $36K
Golden State Wealth Management, LLC 0.00% No change 1,600 $36K
Rothschild Investment LLC 0.00% Add +364.0% 1,573 $35K
Country Trust Bank 0.00% No change 1,511 $34K
Altshuler Shaham Ltd 0.00% New 1,489 $33K
Physician Wealth Advisors, Inc. 0.00% Add +23.0% 1,454 $32K
True Wealth Design, LLC 0.01% Add +2280.3% 1,452 $32K
Comprehensive Financial Planning, Inc. 0.02% New 1,400 $31K
Kennebec Savings Bank 0.02% New 1,300 $29K
Plante Moran Financial Advisors, LLC 0.00% Add +3.1% 1,271 $28K
IFG Advisory, LLC 0.00% New 1,229 $27K
IMA Advisory Services, Inc. 0.00% No change 1,200 $27K
Institute for Wealth Management, LLC. 0.00% New 1,174 $26K
SouthState Bank Corp 0.00% Add +1731.8% 1,154 $26K
Salem Investment Counselors Inc. 0.00% No change 1,128 $25K
Bogart Wealth, LLC 0.00% Add +73.0% 1,111 $25K
Clearstead Trust, LLC 0.00% Add +91.5% 1,076 $24K
Bell Investment Advisors, Inc 0.00% Add +55.3% 1,034 $23K
Los Angeles Capital Management LLC 0.00% No change 1,026 $23K
Sittner & Nelson, LLC 0.01% No change 1,000 $22K
Central Pacific Bank - Trust Division 0.00% No change 1,000 $22K
Washington Trust Advisors, Inc. 0.00% Reduce -3.5% 950 $21K
TD Private Client Wealth LLC 0.00% Add +36.2% 828 $18K
Fiduciary Financial Advisors 0.00% New 820 $18K
Tounjian Advisory Partners, LLC 0.01% Reduce -98.9% 805 $18K
Bravera Wealth 0.01% No change 800 $18K
Owl Creek Wealth Partners LLC 0.00% Add +174.1% 740 $16K
Zions Bancorporation, National Association 0.00% Add +103.4% 712 $16K
Rakuten Securities, Inc. 0.00% Add +35050.0% 703 $16K
Sherman Asset Management, Inc. 0.01% Reduce -27.5% 634 $14K
Hickory Point Bank & Trust 0.01% New 600 $13K
Stance Capital LLC 0.00% New 598 $13K
Kilter Group LLC 0.00% Add +48.2% 584 $13K
Asset Planning,Inc 0.01% New 500 $11K
Spire Wealth Management 0.00% Add +43.2% 497 $11K
Optiver Holding B.V. 0.00% New 495 $11K
Prestige Wealth Management Group LLC 0.00% Add +22.3% 489 $11K
Pittenger & Anderson Inc. 0.00% No change 480 $11K
Westfuller Advisors, LLC 0.00% Add +25.4% 474 $11K
Bank & Trust Co 0.01% No change 473 $11K
Silvant Capital Management LLC 0.00% No change 464 $10K
MCF Advisors LLC 0.00% Add +0.9% 462 $10K
Key Financial Inc 0.00% No change 460 $10K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -99.0% 450 $10K
Essential Partners LLC 0.00% Add +624.2% 449 $10K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -2.6% 444 $10K
Holos Integrated Wealth LLC 0.00% No change 429 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +6.6% 437 $10K
Kentucky Trust Co 0.00% No change 400 $9K
Olistico Wealth, LLC 0.00% No change 400 $9K
MV Capital Management, Inc. 0.00% Add +147.5% 396 $9K
Private Wealth Management Group, LLC 0.00% Add +1281.5% 373 $8K
CVA Family Office, LLC 0.00% No change 371 $8K
First Horizon Corp. 0.00% Reduce -81.2% 364 $8K
Ogorek Anthony Joseph /NY/ 0.00% Add +46.9% 401 $8K
Continuum Advisory, LLC 0.00% New 334 $7K
Vermillion Wealth Management, Inc. 0.00% Reduce -2.4% 320 $7K
Fulcrum Asset Management LLP 0.00% New 305 $7K
Avion Wealth 0.00% Add +435.9% 343 $7K
Tsfg, LLC 0.00% No change 300 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 310 $7K
Kimelman & Baird, LLC 0.00% No change 300 $7K
High Note Wealth, LLC 0.00% Add +341.5% 287 $6K
First Bancorp, Inc 0.00% New 285 $6K
Bartlett & Co. Wealth Management LLC 0.00% Add +94.4% 280 $6K
Trust Co 0.00% Reduce -89.0% 277 $6K
Manchester Capital Management LLC 0.00% Reduce -0.4% 275 $6K
Covestor Ltd 0.00% Add +0.7% 276 $6K
GW&K Investment Management, LLC 0.00% Reduce -53.4% 262 $6K
Stone House Investment Management, LLC 0.00% New 262 $6K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 258 $6K
Vision Financial Markets LLC 0.00% No change 240 $5K
Pinnacle Bancorp, Inc. 0.00% No change 228 $5K
Capital Advisors, Ltd. LLC 0.00% New 220 $5K
City State Bank 0.00% No change 215 $5K
Citizens National Bank Trust Department 0.00% No change 215 $5K
St Germain D J Co. Inc. 0.00% New 214 $5K
Financial Consulate, Inc. 0.00% New 206 $5K
Transamerica Financial Advisors, LLC 0.00% Add +1350.0% 203 $5K
Centennial Bank 0.00% No change 200 $4K
Flagship Wealth Advisors, LLC 0.00% No change 200 $4K
Godsey & Gibb, Inc. 0.00% No change 200 $4K
Ancora Advisors LLC 0.00% New 200 $4K
Geneos Wealth Management Inc. 0.00% New 200 $4K
SHP Wealth Management 0.00% Add +0.0% 192 $4K
Bare Financial Services, Inc 0.00% Add +135.1% 181 $4K
City Holding Co. 0.00% New 180 $4K
Coston, McIsaac & Partners 0.00% Add +2.2% 189 $4K
Bank of New Hampshire 0.00% No change 175 $4K
Rialto Wealth Management, LLC 0.00% Add +16900.0% 170 $4K
Godfrey Financial Associates, Inc. 0.00% No change 164 $4K
Keating Financial Advisory Services, Inc. 0.00% Add +15300.0% 154 $3K
Macquarie Group Ltd. 0.00% Reduce -97.6% 153 $3K
Cornerstone Financial Management LLC 0.00% Add +114.3% 150 $3K
Bangor Savings Bank 0.00% No change 150 $3K
Evermay Wealth Management LLC 0.00% New 138 $3K
Wolff Wiese Magana LLC 0.00% Add +31.7% 133 $3K
Fairman Group, LLC 0.00% Add +2.3% 133 $3K
Cape Investment Advisory, Inc. 0.00% New 132 $3K
Hilton Head Capital Partners, LLC 0.00% No change 126 $3K
Vision Retirement, LLC 0.00% No change 125 $3K
Bruce G. Allen Investments, LLC 0.00% Add +226.3% 124 $3K
Cornerstone Planning Group LLC 0.00% Add +200.0% 120 $3K
Quaker Wealth Management, LLC 0.00% Reduce -3.4% 115 $3K
Abound Wealth Management 0.00% Add +279.3% 110 $2K
Basecamp Wealth Advisors LLC 0.00% Add +358.3% 110 $2K
Byrne Asset Management LLC 0.00% No change 100 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 100 $2K
GHP Investment Advisors, Inc. 0.00% No change 100 $2K
Barrett & Company, Inc. 0.00% No change 96 $2K
Heritage Wealth Advisors 0.00% New 93 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 112 $2K
WPG Advisers, LLC 0.00% Reduce -77.5% 89 $2K
Lloyd Advisory Services, LLC. 0.00% New 85 $2K
Rossby Financial, LCC 0.00% Reduce -47.0% 80 $2K
Highline Wealth Partners LLC 0.00% New 78 $2K
DT Investment Partners, LLC 0.00% No change 75 $2K
Pflug Koory, LLC 0.00% No change 75 $2K
Silver Grove Financial Group, Inc. 0.00% Reduce -32.0% 68 $2K
Oakmont Advisory Group, LLC 0.00% New 65 $1K
Smartleaf Asset Management LLC 0.00% No change 61 $1K
S&T Bank 0.00% Reduce -21.5% 62 $1K
Noble Wealth Management PBC 0.00% New 54 $1K
JFS Wealth Advisors, LLC 0.00% Add +92.9% 54 $1K
American Capital Advisory, LLC 0.00% Reduce -11.3% 47 $1K
Grove Bank & Trust 0.00% New 45 $1K
Marquette Asset Management, LLC 0.00% New 44 $980
Creative Capital Management Investments LLC 0.00% New 43 $958
RMG Wealth Management LLC 0.00% New 40 $904
Costello Asset Management, INC 0.00% No change 40 $900
Nvwm, LLC 0.00% Add +100.0% 40 $897
Planning Strategies Inc. 0.00% — 40 $891
Murphy & Mullick Capital Management Corp 0.00% No change 40 $890
PayPay Securities Corp 0.02% Reduce -93.6% 39 $869
Cromwell Holdings LLC 0.00% No change 39 $869
Raffa Wealth Management, LLC 0.00% Reduce -40.3% 37 $824
Ameriflex Group, Inc. 0.00% New 32 $713
Gilpin Wealth Management, LLC 0.00% New 28 $624
Creative Financial Designs Inc. 0.00% Reduce -39.1% 28 $624
TFC Financial Management, Inc. 0.00% New 26 $580
Farmers & Merchants Investments Inc. 0.00% Reduce -81.8% 25 $557
Breakwater Investment Management 0.00% New 24 $535
Sunrise Financial Services, LLC 0.00% No change 23 $512
Hilltop National Bank 0.00% No change 19 $423
Strengthening Families & Communities, LLC 0.00% New 18 $401
HFM Investment Advisors, LLC 0.00% Add +466.7% 17 $379
DiNuzzo Private Wealth, Inc. 0.00% Reduce -20.0% 16 $357
Harbor Investment Advisory, LLC 0.00% No change 16 $356
Synergy Investment Management, LLC 0.00% Reduce -26.3% 14 $321
BOK Financial Private Wealth, Inc. 0.00% New 13 $290
AdvisorNet Financial, Inc 0.00% Reduce -35.3% 11 $245
Valley National Advisers Inc. 0.00% New 10 $223
Activest Wealth Management 0.00% Add +0.0% 10 $223
Davis Capital Management 0.00% New 9 $200
DecisionPoint Financial, LLC 0.00% New 7 $165
Evolution Wealth Management Inc. 0.00% No change 7 $156
Halbert Hargrove Global Advisors, LLC 0.00% New 6 $134
CYBER HORNET ETFs LLC 0.00% Reduce -99.1% 5 $111
Bay Harbor Wealth Management, LLC 0.00% Reduce -28.6% 5 $111
Buck Wealth Strategies, LLC 0.00% New 3 $67
Dunhill Financial, LLC 0.00% Reduce -75.0% 2 $51
Atlantic Union Bankshares Corp 0.00% Reduce -60.0% 2 $45
Maryland Capital Advisors Inc. 0.00% — 2 $45
3 Factor Indexing, LLC 0.00% Reduce -50.0% 2 $45
CKW Financial Group 0.00% No change 4 $0
Evolution Advisers, Inc. 0.00% New 10 $0
Navigoe, LLC 0.00% New 12 $0

"% of holder's portfolio" is CPB's weight in each manager's 13F, not the share of The Campbell's Company the manager owns.