Carpenter TechnologyCRS
13F holders, Q3 2025 (September 30)580holders +6
88new positions
79sold out
14famous investors
$245.54avg. 13F price*
At the end of Q3 2025, 580 institutions reported holding Carpenter Technology (CRS) in their 13F filings, up 6 from Q2 2025. 88 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Group Inc. ($1.1B) and FMR LLC ($827.8M). 14 famous investors held it, including Dan Loeb (2.5% of Third Point's portfolio), Daniel Sundheim (1.4% of D1 Capital Partners's portfolio) and Stanley Druckenmiller (1.4% of Duquesne Family Office's portfolio).
- Company
- Carpenter Technology
- CUSIP
- 144285103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $310.3M |
| Exits | 79 | $556.5M |
All 13F filers, Q2 2025 → Q3 2025: 8,274,295 shares bought and 8,592,657 shares sold, net −318,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 580 holders
| BlackRock, Inc. | 0.02% | Add +20.0% | 5,738,314 | $1.4B |
| Vanguard Group Inc. | 0.02% | Reduce -2.4% | 4,547,662 | $1.1B |
| FMR LLC | 0.04% | Reduce -29.4% | 3,371,422 | $827.8M |
| State Street Corp. | 0.02% | Add +10.1% | 2,096,145 | $514.7M |
| Invesco Ltd. | 0.07% | Reduce -11.8% | 1,744,355 | $428.3M |
| Egerton Capital (UK) LLP | 3.56% | Reduce -28.0% | 1,374,333 | $337.5M |
| SurgoCap Partners LP | 8.35% | Add +29.5% | 1,198,895 | $294.4M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -12.6% | 952,325 | $233.8M |
| Geode Capital Management, LLC | 0.01% | Reduce -10.2% | 897,372 | $220.4M |
| Third Point | 2.52% | Add +13.3% | 850,000 | $208.7M |
| PointState Capital LP | 3.70% | Add +480.9% | 838,123 | $205.8M |
| Morgan Stanley | 0.01% | Reduce -27.7% | 632,469 | $155.3M |
| Forest Avenue Capital Management LP | 11.62% | Add +31.7% | 630,668 | $154.9M |
| Ameriprise Financial Inc. | 0.04% | Add +20.5% | 631,088 | $154.8M |
| Qube Research & Technologies Ltd | 0.21% | Add +111.6% | 617,948 | $151.7M |
| Temasek Holdings (Private) Ltd | 0.51% | Add +834.5% | 596,935 | $146.6M |
| Barclays PLC | 0.05% | Add +5.8% | 591,981 | $145.4M |
| T. Rowe Price Associates Inc. | 0.02% | Add +18.4% | 589,117 | $144.7M |
| Allspring Global Investments Holdings, LLC | 0.22% | Add +15.0% | 550,055 | $138.3M |
| Advent International, L.P. | 2.76% | Reduce -17.4% | 557,903 | $137.0M |
| Aspex Management (HK) Ltd | 2.91% | New | 554,758 | $136.2M |
| D1 Capital Partners | 1.42% | Reduce -38.5% | 505,329 | $124.1M |
| American Century Companies Inc. | 0.06% | Add +4.0% | 467,702 | $114.8M |
| William Blair Investment Management, LLC | 0.30% | Reduce -4.4% | 466,244 | $114.5M |
| TOMS Capital Investment Management LP | 10.06% | Add +19.7% | 462,000 | $113.4M |
| Raymond James Financial Inc. | 0.04% | Add +8.4% | 445,640 | $109.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -36.4% | 436,683 | $107.2M |
| Northern Trust Corp. | 0.01% | Reduce -1.7% | 429,576 | $105.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.5% | 425,251 | $104.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -21.8% | 419,034 | $102.9M |
| Kinetic Partners Management, LP | 4.60% | Add +15.5% | 386,500 | $94.9M |
| D. E. Shaw & Co. | 0.08% | Add +41.6% | 367,193 | $90.2M |
| Franklin Resources Inc. | 0.02% | Reduce -7.1% | 365,212 | $89.7M |
| WCM Investment Management, LLC | 0.18% | Add +77.9% | 357,498 | $86.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.13% | Add +1.3% | 330,914 | $81.3M |
| TimesSquare Capital Management, LLC | 1.08% | Add +406.4% | 306,970 | $75.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.17% | Add +116.2% | 293,818 | $72.1M |
| Jane Street Group, LLC | 0.08% | Reduce -30.8% | 286,529 | $70.4M |
| Fisher Asset Management | 0.03% | Reduce -0.3% | 283,647 | $69.6M |
| Driehaus Capital Management LLC | 0.48% | Reduce -40.0% | 273,946 | $67.3M |
| Avala Global LP | 2.74% | No change | 269,664 | $66.2M |
| Granahan Investment Management, LLC | 2.71% | Add +16.3% | 269,437 | $66.2M |
| Bornite Capital Management LP | 5.90% | Add +72.6% | 258,900 | $63.6M |
| AQR Capital Management | 0.04% | Add +60.1% | 246,555 | $60.0M |
| Nuveen, LLC | 0.02% | Reduce -10.0% | 240,354 | $59.0M |
| Blue Grotto Capital, LLC | 6.52% | Add +43.1% | 229,025 | $56.2M |
| UBS Group AG | 0.01% | Add +160.7% | 223,636 | $54.9M |
| Duquesne Family Office | 1.37% | Add +73.8% | 220,035 | $54.0M |
| Man Group plc | 0.10% | Add +1285.3% | 216,234 | $53.1M |
| Bank of America Corp. | 0.00% | Add +7.2% | 214,107 | $52.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 208,919 | $51.3M |
| Lord, Abbett & Co. LLC | 0.14% | Reduce -27.2% | 186,660 | $45.8M |
| Maplelane Capital, LLC | 2.17% | Reduce -4.1% | 184,000 | $45.2M |
| Squarepoint Ops LLC | 0.09% | Add +110.8% | 176,134 | $43.2M |
| Gotham Asset Management | 0.18% | Add +14802.7% | 165,122 | $40.5M |
| Wolf Hill Capital Management, LP | 3.79% | Add +16358.6% | 161,788 | $39.7M |
| Voya Investment Management LLC | 0.04% | Reduce -45.4% | 161,309 | $39.6M |
| Bowen Hanes & Co. Inc. | 0.98% | Add +14.3% | 160,000 | $39.3M |
| Frontier Capital Management Co. LLC | 0.35% | Reduce -51.4% | 158,369 | $38.9M |
| Alyeska Investment Group, L.P. | 0.11% | New | 149,367 | $36.7M |
| Hawk Ridge Capital Management LP | 1.70% | Reduce -56.3% | 145,452 | $35.7M |
| Rhumbline Advisers | 0.03% | Reduce -0.9% | 144,855 | $35.6M |
| Renaissance Technologies | 0.04% | Add +84.4% | 132,400 | $32.5M |
| LPL Financial LLC | 0.01% | Add +106.0% | 132,134 | $32.4M |
| Citadel Advisors | 0.03% | Add +111.1% | 129,718 | $31.9M |
| Tyro Capital Management LLC | 11.52% | Add +62.5% | 126,250 | $31.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -40.4% | 123,410 | $30.3M |
| Two Sigma Investments, LP | 0.05% | Add +42.4% | 122,893 | $30.2M |
| Millennium Management | 0.02% | Reduce -51.7% | 122,596 | $30.1M |
| Wellington Management Group LLP | 0.01% | Reduce -11.8% | 119,712 | $29.4M |
| Point72 Asset Management | 0.07% | New | 114,673 | $28.2M |
| Allianz Asset Management GmbH | 0.03% | Reduce -6.3% | 113,823 | $27.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +5788.5% | 113,648 | $27.9M |
| ExodusPoint Capital Management, LP | 0.39% | Add +79.8% | 112,014 | $27.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -20.8% | 110,608 | $27.2M |
| Jain Global LLC | 0.36% | Add +322.9% | 105,640 | $25.9M |
| Arvin Capital Management LP | 5.78% | Add +57.5% | 101,700 | $25.0M |
| Alliancebernstein L.P. | 0.01% | Add +63.3% | 100,655 | $24.7M |
| State of Wisconsin Investment Board | 0.06% | Reduce -0.8% | 98,086 | $24.1M |
| Moore Capital Management, LP | 0.49% | Add +250.4% | 97,923 | $24.0M |
| California Public Employees Retirement System | 0.01% | Add +3.8% | 97,637 | $24.0M |
| Swiss National Bank | 0.01% | Add +1.1% | 96,500 | $23.7M |
| Emerald Advisers, LLC | 0.75% | Reduce -4.0% | 94,819 | $23.3M |
| Prudential Financial Inc. | 0.03% | Add +57.8% | 88,496 | $21.7M |
| Algert Global LLC | 0.36% | Add +19.1% | 87,652 | $21.5M |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 84,424 | $20.7M |
| Oberweis Asset Management Inc./ | 0.78% | Reduce -0.4% | 82,611 | $20.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +355.3% | 82,564 | $20.3M |
| Canada Pension Plan Investment Board | 0.01% | New | 77,800 | $19.1M |
| GW&K Investment Management, LLC | 0.16% | Add +6.5% | 74,942 | $18.4M |
| Curi Capital, LLC | 0.32% | Reduce -30.4% | 71,966 | $17.7M |
| First Trust Advisors LP | 0.01% | Add +105.7% | 69,342 | $17.0M |
| Carmignac Gestion | 0.25% | Add +8.5% | 69,000 | $16.9M |
| Next Century Growth Investors LLC | 1.15% | Add +4.4% | 64,447 | $15.8M |
| Sei Investments Co. | 0.02% | Reduce -20.8% | 62,793 | $15.4M |
| Wells Fargo & Company | 0.00% | Add +29.6% | 61,769 | $15.2M |
| Retirement Systems of Alabama | 0.05% | Reduce -0.9% | 60,272 | $14.8M |
| 1832 Asset Management L.P. | 0.03% | New | 60,186 | $14.8M |
| Intech Investment Management LLC | 0.12% | Add +504.1% | 56,641 | $13.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.2% | 55,925 | $13.7M |
| Woodline Partners LP | 0.06% | Add +99.1% | 55,050 | $13.5M |
| Navellier & Associates Inc. | 1.30% | Add +1.6% | 52,165 | $12.8M |
| Night Owl Capital Management, LLC | 1.37% | Add +0.8% | 51,321 | $12.6M |
| Neuberger Berman Group LLC | 0.01% | Add +40.0% | 50,321 | $12.4M |
| EULAV Asset Management | 0.28% | No change | 49,000 | $12.0M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 47,184 | $11.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -35.1% | 47,144 | $11.6M |
| Emerald Mutual Fund Advisers Trust | 0.58% | Reduce -19.5% | 46,062 | $11.3M |
| Capital Fund Management S.A. | 0.11% | Add +238.3% | 45,265 | $11.1M |
| Nicholas Investment Partners, LP | 0.97% | Add +1.9% | 45,171 | $11.1M |
| Schroder Investment Management Group | 0.01% | Reduce -20.6% | 45,752 | $11.0M |
| Trexquant Investment LP | 0.11% | Add +181.7% | 44,873 | $11.0M |
| HSBC Holdings PLC | 0.01% | Add +3709.3% | 43,807 | $10.7M |
| Amundi | 0.00% | Reduce -35.3% | 41,613 | $10.5M |
| Royal Bank of Canada | 0.00% | Reduce -51.0% | 42,561 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +255.0% | 41,653 | $10.2M |
| SeaTown Holdings Pte. Ltd. | 5.88% | Add +25.9% | 41,555 | $10.2M |
| Mountaineer Partners Management, LLC | 5.83% | Add +2.2% | 40,849 | $10.0M |
| Intrinsic Edge Capital Management LLC | 1.50% | Reduce -11.1% | 40,230 | $9.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.6% | 40,860 | $9.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +5.8% | 39,303 | $9.7M |
| Los Angeles Capital Management LLC | 0.03% | Add +18.9% | 38,830 | $9.5M |
| Dorsey Wright & Associates | 2.08% | New | 37,796 | $9.3M |
| Cetera Investment Advisers | 0.01% | Add +87.3% | 36,929 | $9.1M |
| Citigroup Inc. | 0.01% | Add +64.3% | 35,219 | $8.6M |
| Keystone Investors Pte Ltd. | 0.98% | New | 34,446 | $8.5M |
| Hodges Capital Management Inc. | 0.70% | Reduce -21.5% | 33,112 | $8.1M |
| Bridgewater Associates | 0.03% | Reduce -40.1% | 32,587 | $8.0M |
| HRT Financial LP | 0.03% | Reduce -82.0% | 32,392 | $8.0M |
| Cubist Systematic Strategies, LLC | 0.11% | Add +235.3% | 32,046 | $7.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.3% | 31,861 | $7.8M |
| Macquarie Group Ltd. | 0.01% | Add +15.1% | 31,256 | $7.7M |
| BNP Paribas Financial Markets | 0.01% | Add +234.6% | 30,859 | $7.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -44.4% | 29,960 | $7.4M |
| Advisors Asset Management, Inc. | 0.12% | Add +6.1% | 29,766 | $7.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -41.3% | 29,568 | $7.3M |
| 1492 Capital Management LLC | 2.82% | Add +3.5% | 28,336 | $7.0M |
| Engineers Gate Manager LP | 0.08% | Add +360.8% | 28,069 | $6.9M |
| Empowered Funds, LLC | 0.07% | Add +15.3% | 27,669 | $6.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.3% | 25,996 | $6.4M |
| Beacon Harbor Wealth Advisors, Inc. | 1.44% | Reduce -1.1% | 25,072 | $6.2M |
| Orser Capital Management, LLC | 3.22% | Reduce -9.1% | 24,968 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.9% | 23,981 | $5.9M |
| Chase Investment Counsel Corp. | 1.71% | Reduce -31.0% | 23,472 | $5.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +11.5% | 23,250 | $5.7M |
| Phocas Financial Corp. | 0.74% | Reduce -36.9% | 23,206 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +20.6% | 23,151 | $5.7M |
| Amalgamated Bank | 0.04% | Add +0.3% | 23,135 | $5.7M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -7.0% | 23,023 | $5.7M |
| Creative Planning | 0.00% | Reduce -4.0% | 22,731 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.4% | 22,931 | $5.5M |
| Aquatic Capital Management LLC | 0.10% | New | 22,433 | $5.5M |
| Mariner, LLC | 0.01% | Add +38.4% | 21,911 | $5.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -19.2% | 21,871 | $5.4M |
| Twin Tree Management, LP | 0.25% | Reduce -62.7% | 21,648 | $5.3M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.8% | 21,637 | $5.3M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +16.5% | 21,321 | $5.2M |
| Yaupon Capital Management LP | 0.26% | Reduce -64.3% | 20,463 | $5.0M |
| Atom Investors LP | 0.38% | New | 20,363 | $5.0M |
| Hudson Bay Capital Management LP | 0.03% | Add +52.0% | 19,987 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -11.1% | 19,637 | $4.8M |
| Lisanti Capital Growth, LLC | 1.17% | Add +1.3% | 19,465 | $4.8M |
| Pinnbrook Capital Management LP | 0.88% | Reduce -38.5% | 19,426 | $4.8M |
| Dark Forest Capital Management LP | 0.17% | Add +816.6% | 18,332 | $4.5M |
| Jump Financial, LLC | 0.06% | Add +35.2% | 18,100 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.0% | 17,302 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +5.6% | 17,819 | $4.4M |
| Comerica Bank | 0.02% | Reduce -59.0% | 17,335 | $4.3M |
| Harbor Capital Advisors, Inc. | 0.33% | Reduce -61.9% | 17,120 | $4.2M |
| Y-Intercept (Hong Kong) Ltd | 0.10% | Add +220.1% | 16,902 | $4.2M |
| Cibc World Market Inc. | 0.01% | Reduce -11.9% | 16,722 | $4.1M |
| JB Capital LLC | 0.18% | Add +7.5% | 16,543 | $4.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.7% | 16,423 | $4.0M |
| Ion Asset Management Ltd. | 0.49% | New | 16,400 | $4.0M |
| Van Eck Associates Corp. | 0.00% | Add +30.1% | 16,381 | $4.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.6% | 15,862 | $3.9M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -22.1% | 15,729 | $3.9M |
| Strengthening Families & Communities, LLC | 0.85% | Add +475.3% | 16,625 | $3.8M |
| Paradigm Capital Management Inc. | 0.17% | No change | 15,600 | $3.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -6.2% | 15,174 | $3.7M |
| Verition Fund Management LLC | 0.02% | Add +32.4% | 15,076 | $3.7M |
| Handelsbanken Fonder AB | 0.01% | Add +22.9% | 15,000 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.1% | 14,763 | $3.6M |
| Arizona State Retirement System | 0.02% | Add +1.1% | 14,730 | $3.6M |
| Nisa Investment Advisors, LLC | 0.01% | Add +14.1% | 14,358 | $3.5M |
| Point72 (DIFC) Ltd | 0.24% | Add +1534.3% | 14,316 | $3.5M |
| Icon Advisers Inc. | 0.76% | Reduce -24.3% | 14,000 | $3.4M |
| Tidal Investments LLC | 0.01% | Add +18.5% | 13,969 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -0.7% | 13,900 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -20.3% | 13,753 | $3.4M |
| Zacks Investment Management | 0.03% | Reduce -1.3% | 13,180 | $3.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -6.4% | 13,082 | $3.2M |
| Concentric Capital Strategies, LP | 0.15% | New | 13,071 | $3.2M |
| Credit Agricole S A | 0.01% | — | 13,013 | $3.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +1390.6% | 12,953 | $3.2M |
| SG Americas Securities, LLC | 0.01% | Add +148.3% | 12,907 | $3.2M |
| Agp Franklin, LLC | 1.54% | Add +0.1% | 12,869 | $3.2M |
| Moody National Bank Trust Division | 0.27% | Reduce -0.4% | 12,845 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.0% | 12,794 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.7% | 12,575 | $3.1M |
| Dymon Asia Capital (singapore) Pte. LTD. | 1.22% | New | 12,396 | $3.0M |
| Mezzasalma Advisors, LLC | 0.77% | Add +4.7% | 12,287 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.4% | 12,007 | $2.9M |
| State of Michigan Retirement System | 0.01% | Reduce -0.8% | 11,900 | $2.9M |
| Guided Capital Wealth Management, LLC | 2.40% | Add +1.6% | 11,405 | $2.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Reduce -20.3% | 11,304 | $2.8M |
| Fred Alger Management, LLC | 0.01% | Reduce -65.8% | 11,301 | $2.8M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -19.5% | 11,262 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.0% | 11,112 | $2.7M |
| Hancock Whitney Corp. | 0.05% | Add +46.9% | 10,958 | $2.7M |
| PDT Partners, LLC | 0.17% | Reduce -44.2% | 10,856 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -6.7% | 10,666 | $2.6M |
| Gabelli Funds LLC | 0.02% | No change | 10,600 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.3% | 10,523 | $2.6M |
| New Mexico Educational Retirement Board | 0.08% | No change | 10,500 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.0% | 10,400 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.5% | 10,051 | $2.5M |
| Resolute Capital Asset Partners LLC | 1.28% | New | 10,000 | $2.5M |
| Titan Global Capital Management USA LLC | 0.36% | Reduce -3.6% | 9,847 | $2.4M |
| Magnetar Financial LLC | 0.02% | New | 9,787 | $2.4M |
| Wesbanco Bank Inc. | 0.07% | No change | 9,682 | $2.4M |
| Gallo Partners, LP | 1.78% | New | 9,646 | $2.4M |
| Cwm, LLC | 0.01% | Add +351.7% | 9,476 | $2.3M |
| XML Financial, LLC | 0.19% | Reduce -1.6% | 9,410 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -3.3% | 9,345 | $2.3M |
| Harvest Investment Services, LLC | 0.45% | Add +1.9% | 9,149 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.2% | 9,095 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +146.3% | 8,691 | $2.1M |
| Legato Capital Management LLC | 0.23% | No change | 8,634 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 8,285 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -67.2% | 8,059 | $2.0M |
| OP Asset Management Ltd | 0.03% | Add +24.9% | 8,034 | $2.0M |
| L & S Advisors Inc | 0.21% | Reduce -0.9% | 8,020 | $2.0M |
| Shilanski & Associates, Inc. | 0.52% | New | 7,898 | $1.9M |
| Cookson Peirce & Co. Inc. | 0.08% | Add +2.7% | 7,860 | $1.9M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 7,800 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +140.3% | 7,766 | $1.9M |
| Silvant Capital Management LLC | 0.07% | Reduce -8.6% | 7,739 | $1.9M |
| Lombard Odier Asset Management (USA) Corp | 0.51% | Add +27.8% | 7,715 | $1.9M |
| Entropy Technologies, LP | 0.14% | Reduce -22.3% | 7,541 | $1.9M |
| Tompkins Financial Corp. | 0.15% | No change | 7,521 | $1.8M |
| Quadrant Capital Group LLC | 0.06% | Reduce -0.4% | 7,351 | $1.8M |
| Wealthstar Advisors, LLC | 0.71% | Reduce -4.1% | 7,350 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -60.8% | 7,292 | $1.8M |
| Walleye Capital LLC | 0.02% | Add +319.3% | 7,233 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.9% | 7,201 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.4% | 7,104 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +704.1% | 7,052 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -2.6% | 6,988 | $1.7M |
| TLWM | 0.31% | Reduce -32.2% | 6,966 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -0.7% | 6,794 | $1.7M |
| Independent Advisor Alliance | 0.04% | Add +0.7% | 6,674 | $1.6M |
| Sheets Smith Investment Management | 1.06% | Reduce -36.0% | 6,664 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Add +90.4% | 6,575 | $1.6M |
| Xponance LLC | 0.01% | Add +4.5% | 6,560 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -25.3% | 6,449 | $1.6M |
| Horizon Investments, LLC | 0.02% | New | 6,419 | $1.6M |
| AlphaQuest LLC | 0.10% | Add +44.8% | 6,411 | $1.6M |
| Ratan Capital Management LP | 0.85% | No change | 6,407 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 6,201 | $1.5M |
| Calamos Advisors LLC | 0.01% | Reduce -69.5% | 6,128 | $1.5M |
| Polen Capital Management LLC | 0.00% | Reduce -35.8% | 6,087 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +10.8% | 6,025 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +37.3% | 6,037 | $1.5M |
| Roman Butler Fullerton & Co. | 0.39% | Reduce -16.2% | 4,540 | $1.5M |
| Fiduciary Alliance LLC | 0.10% | No change | 5,887 | $1.4M |
| &partners | 0.01% | Add +30.4% | 5,853 | $1.4M |
| One Capital Management, LLC | 0.05% | Add +55.3% | 5,791 | $1.4M |
| Future Fund LLC | 0.50% | Add +55.9% | 5,756 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -96.7% | 5,753 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +153.3% | 5,671 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 5,591 | $1.4M |
| Sunpointe, LLC | 0.49% | New | 5,525 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +153.4% | 5,421 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +2.8% | 5,330 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.6% | 5,330 | $1.3M |
| Chesapeake Capital Corp. | 1.17% | — | 5,322 | $1.3M |
| Danske Bank A/S | 0.00% | Reduce -24.8% | 5,283 | $1.3M |
| Wakefield Asset Management LLLP | 0.35% | Reduce -0.3% | 5,258 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.9% | 5,226 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +0.0% | 5,186 | $1.3M |
| Penn Capital Management Company, LLC | 0.10% | Reduce -91.0% | 5,042 | $1.3M |
| VestGen Investment Management | 0.74% | New | 5,038 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +66.6% | 4,988 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.34% | Reduce -29.9% | 4,825 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +436.7% | 4,777 | $1.2M |
| Evergreen Capital Management LLC | 0.03% | Add +8.9% | 4,653 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +98.0% | 4,652 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 4,549 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -6.0% | 4,456 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +12.8% | 4,335 | $1.1M |
| US Bancorp \de | 0.00% | Add +7.1% | 4,321 | $1.1M |
| Inspire Investing, LLC | 0.10% | Add +29.7% | 4,320 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -64.6% | 4,255 | $1.0M |
| Oak Thistle LLC | 0.16% | New | 4,154 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -73.0% | 4,074 | $1.0M |
| Premier Fund Managers Ltd | 0.04% | Reduce -6.6% | 4,136 | $999K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +422.2% | 4,063 | $998K |
| Ethic Inc. | 0.02% | Add +83.3% | 3,936 | $967K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -17.7% | 3,915 | $962K |
| Machina Capital S.A.S. | 0.16% | New | 3,815 | $937K |
| Blair William & Co. | 0.00% | Reduce -3.6% | 3,808 | $935K |
| Securian Asset Management, Inc. | 0.02% | No change | 3,768 | $925K |
| Veracity Capital LLC | 0.29% | Reduce -0.2% | 3,703 | $909K |
| Two Sigma Advisers, LP | 0.00% | Reduce -52.0% | 3,700 | $908K |
| Wolverine Trading, LLC | 0.02% | New | 3,755 | $906K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.7% | 3,624 | $890K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -93.5% | 3,573 | $877K |
| Dearborn Partners LLC | 0.04% | Add +9.2% | 3,550 | $872K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.1% | 3,485 | $856K |
| Sanctuary Advisors, LLC | 0.00% | Add +126.9% | 3,463 | $850K |
| State of Wyoming | 0.10% | Add +54.2% | 3,401 | $835K |
| Polymer Capital Management (US) LLC | 0.11% | New | 3,342 | $821K |
| Graham Capital Management, L.P. | 0.04% | Add +233.2% | 3,255 | $799K |
| Whitaker-Myers Wealth Managers, LTD. | 0.17% | New | 3,244 | $797K |
| Twin Capital Management Inc. | 0.10% | New | 3,236 | $795K |
| Meeder Asset Management Inc. | 0.05% | New | 3,226 | $792K |
| Simplex Trading, LLC | 0.02% | Add +196.2% | 3,116 | $765K |
| First Dallas Securities Inc. | 0.28% | Reduce -19.2% | 3,050 | $749K |
| Blackstone Inc. | 0.00% | New | 3,015 | $740K |
| Penobscot Investment Management Company, Inc. | 0.06% | No change | 3,000 | $737K |
| Ieq Capital, LLC | 0.00% | New | 2,909 | $714K |
| Walleye Trading LLC | 0.01% | Reduce -88.0% | 2,906 | $714K |
| Lee Johnson Capital Management, LLC | 0.24% | Add +0.4% | 2,888 | $709K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.2% | 2,859 | $702K |
| Blueshift Asset Management, LLC | 0.21% | Add +120.9% | 2,834 | $696K |
| Sheets Smith Wealth Management | 0.08% | Reduce -36.8% | 2,809 | $690K |
| TrueWealth Advisors, LLC | 0.18% | Add +28.1% | 2,752 | $676K |
| Bright Futures Wealth Management, LLC. | 0.53% | — | 2,746 | $674K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -40.7% | 2,623 | $644K |
| GAMMA Investing LLC | 0.03% | Reduce -1.0% | 2,575 | $632K |
| Utah Retirement Systems | 0.01% | No change | 2,544 | $625K |
| Arax Advisory Partners | 0.01% | Add +2691.2% | 2,540 | $624K |
| PFG Advisors | 0.03% | Add +18.5% | 2,509 | $616K |
| Naples Global Advisors, LLC | 0.05% | No change | 2,500 | $614K |
| Synovus Financial Corp. | 0.01% | New | 2,472 | $607K |
| MRA Advisory Group | 0.26% | Reduce -1.8% | 2,468 | $606K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 2,462 | $605K |
| Praxis Investment Management Inc. | 0.04% | No change | 2,460 | $604K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +24.1% | 2,450 | $602K |
| Hilltop Holdings Inc. | 0.03% | Add +0.5% | 2,447 | $601K |
| Savant Capital, LLC | 0.00% | Reduce -0.7% | 2,422 | $595K |
| Vontobel Holding Ltd. | 0.00% | Add +158.7% | 2,411 | $592K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.7% | 2,387 | $586K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,339 | $574K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -99.6% | 2,301 | $565K |
| Swiss Life Asset Management Ltd | 0.00% | Add +75.9% | 2,292 | $563K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -1.7% | 2,281 | $560K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -24.4% | 2,258 | $555K |
| Captrust Financial Advisors | 0.00% | Add +119.9% | 2,236 | $549K |
| Shelton Wealth Management, LLC | 0.25% | Add +138.2% | 2,225 | $546K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 2,218 | $545K |
| Lanark Financial, Inc. | 0.04% | Reduce -25.9% | 2,214 | $544K |
| Aigen Investment Management, LP | 0.08% | New | 2,184 | $536K |
| Farther Finance Advisors, LLC | 0.01% | Add +44.1% | 2,181 | $536K |
| Manuka Financial, LLC | 0.33% | No change | 2,167 | $532K |
| ProShare Advisors LLC | 0.00% | Reduce -3.9% | 2,121 | $521K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -4.1% | 2,091 | $513K |
| Simon Quick Advisors, LLC | 0.02% | Add +3.1% | 2,062 | $506K |
| Burney Co./ | 0.02% | No change | 2,045 | $502K |
| Gsa Capital Partners LLP | 0.04% | New | 2,041 | $501K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 2,012 | $494K |
| Caxton Associates LLP | 0.01% | Reduce -61.0% | 2,011 | $494K |
| M&T Bank Corp | 0.00% | Add +10.8% | 1,996 | $491K |
| Cynosure Group, LLC | 0.05% | No change | 1,964 | $482K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.2% | 1,964 | $482K |
| Philadelphia Trust Co. | 0.03% | No change | 1,965 | $482K |
| King Luther Capital Management Corp. | 0.00% | No change | 1,940 | $476K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,913 | $470K |
| Capstone Investment Advisors, LLC | 0.01% | Add +107.3% | 1,905 | $468K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +13.9% | 1,544 | $467K |
| Alps Advisors Inc. | 0.00% | Reduce -3.9% | 1,897 | $466K |
| KBC Group NV | 0.00% | No change | 1,889 | $464K |
| Fieldview Capital Management, LLC | 0.07% | New | 1,861 | $457K |
| DRW Securities, LLC | 0.02% | New | 1,834 | $449K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.5% | 1,817 | $446K |
| Catalyst Funds Management Pty Ltd | 0.07% | Reduce -80.7% | 1,800 | $442K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 1,800 | $442K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +1626.9% | 1,796 | $441K |
| Shelton Capital Management | 0.01% | No change | 1,790 | $440K |
| HMS Capital Management, LLC | 0.18% | Reduce -6.1% | 1,768 | $434K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,766 | $434K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.2% | 1,762 | $433K |
| Brave Asset Management Inc. | 0.11% | No change | 1,760 | $432K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 1,720 | $422K |
| Compound Planning, Inc. | 0.01% | Add +4.1% | 1,717 | $422K |
| Aster Capital Management (DIFC) Ltd | 0.21% | Add +24.9% | 1,715 | $421K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 1,706 | $419K |
| Severin Investments, LLC | 0.36% | New | 1,642 | $403K |
| Panagora Asset Management Inc. | 0.00% | Add +11.0% | 1,623 | $399K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.7% | 1,613 | $396K |
| Jones Financial Companies LLLP | 0.00% | Add +30.9% | 1,535 | $385K |
| CIBC Asset Management Inc | 0.00% | No change | 1,554 | $382K |
| Napa Wealth Management | 0.18% | Reduce -4.0% | 1,531 | $376K |
| Atlas Wealth Partners, LLC | 0.38% | No change | 1,520 | $373K |
| Virtue Capital Management, LLC | 0.06% | Add +2.9% | 6,214 | $371K |
| Nvest Financial, LLC | 0.21% | No change | 1,500 | $368K |
| Park Edge Advisors, LLC | 0.08% | No change | 1,486 | $365K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 1,478 | $363K |
| Legacy Capital Group California, Inc. | 0.09% | New | 1,462 | $359K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 1,454 | $357K |
| Park Avenue Securities LLC | 0.00% | Reduce -43.7% | 1,451 | $356K |
| National Bank of Canada | 0.00% | Reduce -50.4% | 1,435 | $352K |
| Alta Wealth Advisors LLC | 0.13% | New | 1,431 | $351K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.2% | 1,389 | $341K |
| IFP Advisors, Inc | 0.01% | Reduce -34.5% | 1,383 | $340K |
| Castleark Management LLC | 0.01% | Reduce -91.7% | 1,380 | $339K |
| Brown Miller Wealth Management, LLC | 0.10% | New | 1,378 | $338K |
| Axxcess Wealth Management, LLC | 0.01% | Add +86.2% | 1,378 | $338K |
| American Trust | 0.03% | Reduce -19.9% | 1,375 | $338K |
| Highland Capital Management, LLC | 0.02% | Reduce -1.8% | 1,371 | $337K |
| Strategy Asset Managers LLC | 0.06% | New | 1,357 | $333K |
| Versor Investments LP | 0.06% | New | 1,333 | $327K |
| FineMark National Bank & Trust | 0.01% | Reduce -2.2% | 1,310 | $322K |
| PharVision Advisers, LLC | 0.18% | New | 1,303 | $320K |
| Aristeia Capital, L.L.C. | 0.02% | Add +17.6% | 1,302 | $320K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,300 | $319K |
| Stephens Inc. | 0.00% | Reduce -19.1% | 1,299 | $319K |
| Anb Bank | 0.13% | Reduce -0.8% | 1,294 | $318K |
| XTX Topco Ltd | 0.02% | Reduce -81.1% | 1,294 | $318K |
| Picton Mahoney Asset Management | 0.00% | Add +32.5% | 1,265 | $310K |
| Knights of Columbus Asset Advisors LLC | 0.02% | New | 1,250 | $307K |
| Moody Aldrich Partners LLC | 0.06% | Reduce -0.4% | 1,244 | $305K |
| Radnor Capital Management, LLC | 0.05% | No change | 1,240 | $304K |
| Bridgefront Capital, LLC | 0.09% | New | 1,223 | $300K |
| Fiduciary Trust Co | 0.00% | Add +7.9% | 1,223 | $300K |
| Legacy Advisory Services, LLC | 0.22% | No change | 1,209 | $297K |
| Savvy Advisors, Inc. | 0.01% | Add +0.2% | 1,204 | $296K |
| Morse Asset Management, Inc | 0.06% | Add +42.9% | 1,203 | $295K |
| Optimize Financial Inc. | 0.15% | Add +56.3% | 1,200 | $295K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 1,182 | $290K |
| Coldstream Capital Management Inc. | 0.00% | Add +26.2% | 1,179 | $289K |
| Horizon Family Wealth, Inc. | 0.17% | Add +0.1% | 1,172 | $288K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +55.4% | 1,175 | $288K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.1% | 1,169 | $287K |
| Profund Advisors LLC | 0.01% | Add +1.0% | 1,166 | $286K |
| Nomura Holdings Inc. | 0.00% | New | 1,152 | $283K |
| STRS Ohio | 0.00% | Reduce -77.0% | 1,151 | $283K |
| AE Wealth Management LLC | 0.00% | Add +35.1% | 1,143 | $281K |
| Burns Matteson Capital Management, LLC | 0.11% | New | 1,101 | $270K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -44.7% | 1,094 | $269K |
| Kane Investment Management, Inc. | 0.13% | Reduce -50.8% | 1,085 | $266K |
| Perbak Capital Partners LLP | 0.05% | New | 1,075 | $264K |
| HB Wealth Management, LLC | 0.00% | Add +2.4% | 1,067 | $262K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.1% | 1,019 | $250K |
| Two Sigma Securities, LLC | 0.04% | Reduce -82.5% | 1,010 | $248K |
| Connors Investor Services Inc. | 0.02% | No change | 1,007 | $247K |
| Arista Wealth Management, LLC | 0.03% | New | 1,006 | $247K |
| HORAN Wealth, LLC | 0.04% | No change | 1,000 | $246K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,000 | $246K |
| Abel Hall, LLC | 0.10% | Reduce -4.8% | 987 | $242K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +6.8% | 975 | $239K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +4.0% | 974 | $239K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 960 | $236K |
| CI Investments Inc. | 0.00% | Reduce -11.4% | 949 | $233K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 929 | $228K |
| Merit Financial Group, LLC | 0.00% | New | 922 | $226K |
| Ground Swell Capital, LLC | 0.48% | New | 890 | $219K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -35.0% | 873 | $214K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.4% | 871 | $214K |
| Gen-Wealth Partners Inc | 0.07% | No change | 864 | $212K |
| Whalen Wealth Management Inc. | 0.12% | New | 857 | $210K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -0.9% | 857 | $210K |
| Lazard Asset Management LLC | 0.00% | No change | 857 | $210K |
| Elevatus Welath Management | 0.06% | Add +0.1% | 857 | $210K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.6% | 855 | $210K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.2% | 854 | $210K |
| Globeflex Capital L P | 0.03% | Add +0.6% | 851 | $209K |
| Advyzon Investment Management, LLC | 0.04% | New | 847 | $208K |
| Vise Technologies, Inc. | 0.01% | Reduce -68.2% | 836 | $205K |
| Vestcor Inc | 0.01% | New | 833 | $205K |
| Bridges Investment Management Inc. | 0.00% | New | 834 | $205K |
| EntryPoint Capital, LLC | 0.08% | New | 820 | $201K |
| Covestor Ltd | 0.11% | Add +7.5% | 804 | $198K |
| RiverPark Advisors, LLC | 0.15% | Reduce -22.2% | 800 | $196K |
| Shell Asset Management Co. | 0.02% | Reduce -59.9% | 716 | $176K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +34.4% | 605 | $149K |
| Rothschild Investment LLC | 0.01% | New | 588 | $144K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 588 | $144K |
| Smartleaf Asset Management LLC | 0.01% | Add +38.4% | 595 | $144K |
| Fifth Third Bancorp | 0.00% | Reduce -15.9% | 545 | $134K |
| Global Retirement Partners, LLC | 0.00% | Add +510.2% | 537 | $132K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +0.2% | 522 | $128K |
| Ameriflex Group, Inc. | 0.05% | Add +100.0% | 518 | $127K |
| Quarry LP | 0.03% | New | 494 | $121K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.8% | 494 | $121K |
| Hantz Financial Services, Inc. | 0.00% | Add +37.4% | 459 | $113K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +3.5% | 446 | $110K |
| Summit Securities Group LLC | 0.04% | Reduce -51.9% | 434 | $107K |
| CENTRAL TRUST Co | 0.00% | New | 431 | $106K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -88.0% | 417 | $102K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.1% | 410 | $101K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -0.8% | 391 | $96K |
| Geneos Wealth Management Inc. | 0.00% | Add +282.4% | 390 | $96K |
| Versant Capital Management, Inc | 0.01% | Add +15.3% | 376 | $92K |
| Wealthspire Advisors, LLC | 0.00% | New | 320 | $79K |
| Optiver Holding B.V. | 0.00% | Add +154.5% | 313 | $77K |
| Financial Consulate, Inc. | 0.01% | New | 300 | $74K |
| Kimelman & Baird, LLC | 0.01% | No change | 300 | $74K |
| Essential Partners LLC | 0.02% | Add +142.4% | 286 | $70K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 283 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 248 | $61K |
| ARK Investment Management | 0.00% | Reduce -41.8% | 241 | $59K |
| Bessemer Group Inc. | 0.00% | No change | 241 | $59K |
| CoreCap Advisors, LLC | 0.00% | Add +100.0% | 240 | $59K |
| Clearstead Advisors, LLC | 0.00% | Add +17.9% | 237 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -33.3% | 222 | $55K |
| Harbour Investments, Inc. | 0.00% | No change | 222 | $55K |
| Assetmark, Inc. | 0.00% | Add +1188.2% | 219 | $54K |
| GeoWealth Management, LLC | 0.00% | New | 200 | $49K |
| Ameritas Advisory Services, LLC | 0.00% | Add +135.3% | 200 | $49K |
| Archer Investment Corp | 0.01% | No change | 200 | $49K |
| IMA Advisory Services, Inc. | 0.00% | No change | 196 | $48K |
| Sunbelt Securities, Inc. | 0.00% | New | 195 | $48K |
| Principal Securities, Inc. | 0.00% | Reduce -8.9% | 184 | $45K |
| Rise Advisors, LLC | 0.02% | No change | 173 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +54.0% | 171 | $42K |
| Root Financial Partners, LLC | 0.00% | New | 166 | $41K |
| Pathway Financial Advisers, LLC | 0.01% | New | 149 | $37K |
| MAI Capital Management | 0.00% | Reduce -35.8% | 142 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.3% | 140 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 120 | $29K |
| Rakuten Securities, Inc. | 0.01% | Reduce -29.9% | 115 | $28K |
| Peregrine Capital Management LLC | 0.00% | No change | 110 | $27K |
| Huntington National Bank | 0.00% | Reduce -5.3% | 108 | $27K |
| Hemington Wealth Management | 0.00% | Add +4.0% | 105 | $25K |
| Wolverine Asset Management LLC | 0.00% | No change | 100 | $25K |
| C M Bidwell & Associates Ltd. | 0.01% | Reduce -18.8% | 91 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 90 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 75 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 75 | $18K |
| MCF Advisors LLC | 0.00% | No change | 66 | $16K |
| Accent Capital Management, LLC | 0.01% | Add +44.4% | 65 | $16K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 64 | $16K |
| Larson Financial Group LLC | 0.00% | Add +89.3% | 53 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 53 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +307.7% | 53 | $13K |
| Spire Wealth Management | 0.00% | Add +2.0% | 51 | $13K |
| Darwin Wealth Management, LLC | 0.00% | No change | 50 | $12K |
| Bfsg, LLC | 0.00% | New | 44 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.9% | 43 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -10.6% | 42 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 37 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 37 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 36 | $9K |
| Main Street Group, LTD | 0.00% | New | 36 | $9K |
| Salomon & Ludwin, LLC | 0.00% | New | 34 | $8K |
| Private Trust Co. NA | 0.00% | New | 34 | $8K |
| Itau Unibanco Holding S.A. | 0.00% | New | 30 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 28 | $7K |
| Ancora Advisors LLC | 0.00% | New | 28 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +9.1% | 24 | $6K |
| WPG Advisers, LLC | 0.00% | New | 22 | $5K |
| High Note Wealth, LLC | 0.00% | New | 22 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 16 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +50.0% | 15 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 14 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 12 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 10 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 10 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $2K |
| Quent Capital, LLC | 0.00% | New | 6 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 5 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $982 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $982 |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $902 |
| Atlantic Union Bankshares Corp | 0.00% | New | 3 | $738 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $737 |
| Rialto Wealth Management, LLC | 0.00% | No change | 3 | $737 |
| Tortoise Investment Management, LLC | 0.00% | No change | 3 | $737 |
| CVA Family Office, LLC | 0.00% | No change | 3 | $737 |
| ORG Partners LLC | 0.00% | New | 3 | $736 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $246 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $246 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $246 |
"% of holder's portfolio" is CRS's weight in each manager's 13F, not the share of Carpenter Technology the manager owns.