Curtiss-WrightCW
13F holders, Q3 2024 (September 30)562holders +23
74new positions
54sold out
11famous investors
$329.02avg. 13F price*
At the end of Q3 2024, 562 institutions reported holding Curtiss-Wright Corp. (CW) in their 13F filings, up 23 from Q2 2024. 74 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Group Inc. ($1.2B) and State Street Corp. ($498.0M). 11 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Curtiss-Wright Corp.
- CUSIP
- 231561101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $80.5M |
| Exits | 54 | $141.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,559,067 shares bought and 3,193,944 shares sold, net −634,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| BlackRock, Inc. | 0.03% | — | 4,164,279 | $1.4B |
| Vanguard Group Inc. | 0.02% | Reduce -0.8% | 3,618,138 | $1.2B |
| State Street Corp. | 0.02% | Reduce -0.5% | 1,514,261 | $498.0M |
| Invesco Ltd. | 0.08% | Add +4.1% | 1,332,810 | $438.1M |
| Boston Partners | 0.39% | Reduce -21.6% | 997,284 | $327.9M |
| Primecap Management Co. | 0.20% | Reduce -8.7% | 822,490 | $270.3M |
| Geode Capital Management, LLC | 0.02% | Add +3.9% | 731,848 | $240.6M |
| TD Asset Management Inc | 0.19% | Add +738.3% | 659,298 | $214.7M |
| Alliancebernstein L.P. | 0.06% | Reduce -23.1% | 585,355 | $192.4M |
| American Century Companies Inc. | 0.10% | Add +59.4% | 547,672 | $180.0M |
| Norges Bank | 0.02% | Add +4.8% | 519,378 | $170.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.8% | 467,662 | $153.7M |
| Congress Asset Management Co. | 1.03% | Add +136.8% | 459,074 | $150.9M |
| Brown Advisory Inc. | 0.19% | Reduce -11.3% | 454,460 | $149.4M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -3.6% | 424,535 | $139.5M |
| Morgan Stanley | 0.01% | Reduce -18.2% | 421,433 | $138.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.1% | 418,080 | $137.4M |
| Franklin Resources Inc. | 0.03% | Add +7.3% | 332,047 | $115.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -12.8% | 309,062 | $101.6M |
| Epoch Investment Partners, Inc. | 0.45% | Add +51.1% | 308,109 | $101.3M |
| Silvercrest Asset Management Group LLC | 0.66% | Reduce -7.3% | 294,848 | $96.9M |
| Driehaus Capital Management LLC | 0.80% | Add +28.9% | 283,135 | $93.1M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 271,711 | $89.3M |
| Van Eck Associates Corp. | 0.11% | Add +28.9% | 253,726 | $88.8M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -29.2% | 266,533 | $87.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -14.4% | 258,951 | $85.1M |
| ArrowMark Colorado Holdings LLC | 1.03% | Add +4.7% | 245,644 | $80.7M |
| Wellington Management Group LLP | 0.01% | Reduce -39.0% | 242,249 | $79.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 239,129 | $78.6M |
| AQR Capital Management | 0.11% | Add +16.9% | 240,222 | $78.0M |
| Bank of America Corp. | 0.01% | Add +4.6% | 201,221 | $66.1M |
| Clark Capital Management Group, Inc. | 0.45% | Add +2.9% | 199,424 | $65.5M |
| Munro Partners | 2.30% | Add +14.5% | 191,730 | $63.0M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +91.3% | 178,111 | $58.5M |
| Global Alpha Capital Management Ltd. | 3.79% | Reduce -41.3% | 177,367 | $58.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.4% | 170,463 | $56.0M |
| Select Equity Group, L.P. | 0.20% | Reduce -52.4% | 168,430 | $55.4M |
| Fiera Capital Corp | 0.16% | Reduce -3.2% | 161,992 | $53.2M |
| FMR LLC | 0.00% | Add +27.7% | 160,065 | $52.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +31.4% | 157,988 | $51.9M |
| Two Sigma Investments, LP | 0.12% | Add +13.9% | 152,792 | $50.2M |
| GAMCO Investors | 0.50% | Reduce -6.9% | 148,968 | $49.0M |
| Fayez Sarofim & Co | 0.12% | No change | 148,092 | $48.7M |
| Millennium Management | 0.04% | Reduce -38.4% | 147,421 | $48.5M |
| Systematic Financial Management LP | 1.23% | Reduce -0.9% | 146,347 | $48.1M |
| Prudential Financial Inc. | 0.06% | Reduce -48.6% | 132,954 | $43.7M |
| Hardman Johnston Global Advisors LLC | 1.66% | Reduce -4.5% | 129,162 | $42.5M |
| Public Employees Retirement Association of Colorado | 0.16% | Reduce -5.4% | 125,652 | $41.3M |
| Gabelli Funds LLC | 0.30% | Reduce -2.3% | 123,836 | $40.7M |
| CI Investments Inc. | 0.15% | Add +23.2% | 122,433 | $40.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +9.4% | 120,266 | $39.5M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 119,142 | $39.2M |
| FIL Ltd | 0.03% | Reduce -61.0% | 116,105 | $38.2M |
| California Public Employees Retirement System | 0.03% | Reduce -5.6% | 112,983 | $37.1M |
| Rhumbline Advisers | 0.03% | Add +1.4% | 112,921 | $37.1M |
| Deutsche Bank AG | 0.01% | Add +1.8% | 110,581 | $36.3M |
| Curi Capital, LLC | 0.82% | Add +0.1% | 109,405 | $36.0M |
| UBS Group AG | 0.01% | Add +13.9% | 101,458 | $33.3M |
| Seizert Capital Partners, LLC | 1.49% | Reduce -12.3% | 100,159 | $32.9M |
| Lord, Abbett & Co. LLC | 0.11% | Reduce -17.6% | 99,965 | $32.9M |
| Two Sigma Advisers, LP | 0.07% | Add +2.1% | 97,200 | $31.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -24.7% | 96,002 | $31.6M |
| Retirement Systems of Alabama | 0.11% | Reduce -5.6% | 88,293 | $29.0M |
| Panagora Asset Management Inc. | 0.14% | Add +1049.4% | 88,047 | $28.9M |
| Prospector Partners LLC | 3.09% | Reduce -0.3% | 87,146 | $28.6M |
| Sei Investments Co. | 0.04% | Add +55.5% | 85,997 | $28.3M |
| Wells Fargo & Company | 0.01% | Add +14.4% | 80,335 | $26.4M |
| New York State Common Retirement Fund | 0.03% | Add +15.8% | 78,503 | $25.8M |
| Legal & General Group Plc | 0.01% | Reduce -4.5% | 75,451 | $24.8M |
| Swiss National Bank | 0.02% | Reduce -0.5% | 74,800 | $24.6M |
| GMO | 0.08% | Reduce -17.6% | 74,278 | $24.4M |
| Bessemer Group Inc. | 0.04% | Add +1.6% | 73,188 | $24.1M |
| Fisher Asset Management | 0.01% | Add +8.4% | 70,454 | $23.2M |
| Cadinha & Co. LLC | 3.89% | Reduce -0.4% | 69,282 | $22.8M |
| Martingale Asset Management L P | 0.52% | Reduce -13.1% | 69,199 | $22.7M |
| Macquarie Group Ltd. | 0.02% | Add +34.3% | 67,279 | $22.1M |
| Fort Washington Investment Advisors Inc. | 0.12% | Add +18.9% | 60,416 | $19.9M |
| Whittier Trust Co. | 0.25% | Add +3.8% | 57,600 | $18.9M |
| GHP Investment Advisors, Inc. | 0.86% | Reduce -2.5% | 56,930 | $18.7M |
| Stifel Financial Corp. | 0.02% | Add +0.1% | 56,708 | $18.6M |
| First Trust Advisors LP | 0.02% | Reduce -23.9% | 56,533 | $18.6M |
| Financial Counselors Inc. | 0.27% | Reduce -0.7% | 56,413 | $18.5M |
| J. Goldman & Co LP | 0.80% | Add +7.8% | 56,090 | $18.4M |
| Citigroup Inc. | 0.02% | Add +6.4% | 56,058 | $18.4M |
| CW Advisors, LLC | 0.25% | Add +261.5% | 55,949 | $18.4M |
| Guggenheim Capital LLC | 0.13% | Reduce -8.3% | 55,636 | $18.3M |
| State of Wisconsin Investment Board | 0.05% | Reduce -0.1% | 54,581 | $17.9M |
| New York State Teachers Retirement System | 0.04% | Reduce -2.9% | 53,906 | $17.7M |
| Blair William & Co. | 0.05% | Add +27.8% | 53,834 | $17.7M |
| Algert Global LLC | 0.44% | Add +10.2% | 50,274 | $16.5M |
| Barclays PLC | 0.01% | Reduce -51.1% | 49,034 | $16.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +125.7% | 45,357 | $14.9M |
| Corebridge Financial, Inc. | 0.08% | Reduce -6.5% | 45,289 | $14.9M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -7.5% | 45,242 | $14.9M |
| Raymond James & Associates | 0.01% | Reduce -5.0% | 43,535 | $14.3M |
| HWG Holdings LP | 4.89% | Add +104.3% | 43,203 | $14.2M |
| Running Oak Capital LLC | 1.87% | New | 41,953 | $13.8M |
| ArchPoint Investors | 4.38% | Reduce -0.4% | 39,900 | $13.1M |
| Sandler Capital Management | 2.49% | Add +81.4% | 39,204 | $12.9M |
| Trexquant Investment LP | 0.16% | Add +201.4% | 38,351 | $12.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -11.2% | 37,872 | $12.4M |
| Woodline Partners LP | 0.10% | Add +27.9% | 37,614 | $12.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.3% | 37,560 | $12.3M |
| Victory Capital Management Inc. | 0.01% | Add +20.6% | 37,264 | $12.2M |
| California State Teachers Retirement System | 0.01% | Reduce -2.9% | 36,384 | $12.0M |
| Teacher Retirement System of Texas | 0.05% | Add +36.1% | 35,043 | $11.5M |
| Kingdon Capital Management, L.L.C. | 1.69% | Add +3.0% | 35,000 | $11.5M |
| Hantz Financial Services, Inc. | 0.20% | Add +532.2% | 33,960 | $11.2M |
| Bahl & Gaynor LLC | 0.06% | Add +0.6% | 32,851 | $10.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.4% | 31,848 | $10.5M |
| Natixis Advisors, LLC | 0.02% | Add +110.6% | 30,939 | $10.2M |
| Castle Hook Partners LP | 0.30% | New | 30,774 | $10.1M |
| Eagle Asset Management Inc. | 0.05% | Add +3.0% | 26,011 | $10.0M |
| State of Alaska, Department of Revenue | 0.11% | Add +1.0% | 30,517 | $10.0M |
| ING Groep NV | 0.06% | Add +36.4% | 30,000 | $9.9M |
| Renaissance Technologies | 0.01% | Add +96.0% | 29,600 | $9.7M |
| Covea Finance | 0.43% | Reduce -3.3% | 29,500 | $9.7M |
| Burney Co./ | 0.34% | Reduce -1.4% | 28,929 | $9.5M |
| Captrust Financial Advisors | 0.03% | Reduce -10.6% | 28,897 | $9.5M |
| Marks Group Wealth Management, Inc | 0.89% | New | 28,339 | $9.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +5.0% | 27,140 | $8.9M |
| Tudor Investment Corporation | 0.10% | Reduce -65.2% | 26,772 | $8.8M |
| Frontier Capital Management Co. LLC | 0.08% | Add +18.5% | 25,922 | $8.5M |
| Nordea Investment Management AB | 0.01% | Reduce -5.5% | 25,599 | $8.3M |
| Whittier Trust Co. of Nevada Inc. | 0.21% | Add +3.2% | 24,675 | $8.1M |
| South Dakota Investment Council | 0.16% | No change | 24,309 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.2% | 24,273 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 23,946 | $7.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -5.8% | 22,438 | $7.4M |
| Townsquare Capital LLC | 0.09% | Add +73.6% | 22,144 | $7.3M |
| Aptus Capital Advisors, LLC | 0.11% | Add +21.6% | 22,139 | $7.3M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -46.0% | 20,638 | $7.2M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -5.6% | 20,701 | $6.8M |
| Lazard Asset Management LLC | 0.01% | Reduce -71.9% | 20,457 | $6.7M |
| Gotham Asset Management | 0.07% | Reduce -4.9% | 20,407 | $6.7M |
| Quantinno Capital Management LP | 0.09% | Add +9.5% | 19,891 | $6.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 19,793 | $6.5M |
| Vident Advisory, LLC | 0.16% | Add +12.5% | 19,565 | $6.4M |
| Candelo Capital Management LP | 4.13% | New | 19,500 | $6.4M |
| Global IMC LLC | 1.27% | Add +0.5% | 19,131 | $6.3M |
| Eisler Capital (US) LLC | 1.16% | New | 19,042 | $6.3M |
| Bridgewater Associates | 0.04% | Add +1314.4% | 18,911 | $6.2M |
| Amalgamated Bank | 0.05% | Reduce -2.5% | 18,866 | $6.2M |
| Magnetar Financial LLC | 0.16% | Add +66.5% | 18,589 | $6.1M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -6.0% | 18,030 | $5.9M |
| Janus Henderson Group PLC | 0.00% | No change | 17,491 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +68.7% | 16,986 | $5.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +854.1% | 16,973 | $5.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 16,672 | $5.5M |
| Comerica Bank | 0.02% | Reduce -22.7% | 16,269 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.3% | 15,875 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.7% | 15,609 | $5.1M |
| Pinnbrook Capital Management LP | 1.53% | Reduce -29.3% | 15,386 | $5.1M |
| Texas Yale Capital Corp. | 0.22% | No change | 15,208 | $5.0M |
| Informed Momentum Co LLC | 0.75% | Add +0.2% | 15,202 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +24.9% | 15,152 | $5.0M |
| LPL Financial LLC | 0.00% | Add +24.1% | 15,130 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -82.9% | 15,102 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -8.5% | 14,927 | $4.9M |
| Beese Fulmer Investment Management, Inc. | 0.42% | Reduce -0.4% | 14,886 | $4.9M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -3.1% | 14,507 | $4.8M |
| Polar Asset Management Partners Inc. | 0.16% | Reduce -22.0% | 14,200 | $4.7M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 14,186 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Reduce -17.7% | 13,465 | $4.4M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -65.0% | 13,448 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +3.5% | 13,405 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.9% | 13,183 | $4.3M |
| Advantage Alpha Capital Partners LP | 0.99% | Reduce -16.2% | 13,182 | $4.3M |
| Dorsey Wright & Associates | 1.01% | Reduce -0.2% | 12,977 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +16.9% | 12,794 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -23.2% | 12,407 | $4.1M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 12,145 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +10.7% | 12,054 | $4.0M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +10.7% | 12,054 | $4.0M |
| Cardinal Capital Management | 0.60% | Add +5.0% | 11,747 | $3.9M |
| TD Waterhouse Canada Inc. | 0.03% | Add +395.9% | 10,955 | $3.7M |
| Arizona State Retirement System | 0.02% | Add +3.1% | 11,029 | $3.6M |
| HSBC Holdings PLC | 0.00% | Add +62.1% | 11,027 | $3.6M |
| Louisiana State Employees Retirement System | 0.06% | New | 10,600 | $3.5M |
| Rodgers Brothers Inc. | 0.43% | No change | 10,315 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -14.9% | 10,276 | $3.4M |
| First Hawaiian Bank | 0.11% | Add +98.3% | 10,249 | $3.4M |
| Rafferty Asset Management, LLC | 0.01% | Add +2.5% | 10,247 | $3.4M |
| Citadel Advisors | 0.00% | Add +138.9% | 10,215 | $3.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +44.8% | 10,131 | $3.3M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 9,985 | $3.3M |
| Agf Management Ltd. | 0.02% | Add +19.8% | 9,946 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +21.8% | 9,786 | $3.2M |
| Eagle Global Advisors LLC | 0.16% | No change | 9,756 | $3.2M |
| ExodusPoint Capital Management, LP | 0.03% | New | 9,571 | $3.1M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -7.5% | 9,557 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.2% | 9,548 | $3.1M |
| HRT Financial LP | 0.02% | Reduce -49.0% | 9,409 | $3.1M |
| TimesSquare Capital Management, LLC | 0.05% | New | 9,400 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +487.9% | 9,277 | $3.0M |
| Bokf, NA | 0.05% | Add +80.0% | 9,002 | $3.0M |
| AlphaQuest LLC | 0.27% | Reduce -25.6% | 9,068 | $3.0M |
| State of Michigan Retirement System | 0.01% | Reduce -2.2% | 9,061 | $3.0M |
| STRS Ohio | 0.01% | Reduce -10.2% | 9,037 | $3.0M |
| US Bancorp \de | 0.00% | Add +94.0% | 8,873 | $2.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 8,852 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -40.5% | 8,585 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Reduce -0.6% | 8,498 | $2.8M |
| Dean Investment Associates, LLC | 0.38% | Reduce -16.3% | 8,497 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.6% | 8,442 | $2.8M |
| Elevatus Welath Management | 0.90% | No change | 8,356 | $2.7M |
| Campbell Newman Asset Management Inc. | 0.20% | Reduce -1.6% | 8,221 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +26.2% | 8,166 | $2.7M |
| Inspire Investing, LLC | 0.26% | Reduce -9.3% | 7,877 | $2.6M |
| Hancock Whitney Corp. | 0.08% | Reduce -0.2% | 7,841 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -1.4% | 7,821 | $2.6M |
| New Mexico Educational Retirement Board | 0.09% | No change | 7,800 | $2.6M |
| Polaris Capital Management, LLC | 0.13% | Add +8.3% | 7,800 | $2.6M |
| Chilton Investment Co. Inc. | 0.07% | Add +0.0% | 7,562 | $2.5M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -37.6% | 7,443 | $2.4M |
| ClariVest Asset Management LLC | 0.25% | No change | 9,020 | $2.4M |
| XTX Topco Ltd | 0.18% | Add +626.5% | 7,323 | $2.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -21.4% | 7,224 | $2.4M |
| Acadian Asset Management LLC | 0.01% | Reduce -83.7% | 7,180 | $2.4M |
| Radnor Capital Management, LLC | 0.35% | New | 7,141 | $2.3M |
| Pinebridge Investments, L.P. | 0.02% | New | 7,020 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 6,991 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 6,777 | $2.2M |
| Ethic Inc. | 0.06% | Reduce -2.9% | 8,608 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +20.9% | 6,661 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -42.4% | 6,396 | $2.1M |
| Utah Retirement Systems | 0.02% | No change | 6,301 | $2.1M |
| Lisanti Capital Growth, LLC | 0.52% | No change | 6,245 | $2.1M |
| Nicholas Investment Partners, LP | 0.21% | Add +0.1% | 6,178 | $2.0M |
| Norden Group LLC | 0.24% | Add +66.8% | 6,173 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -0.6% | 6,168 | $2.0M |
| SpiderRock Advisors, LLC | 0.04% | No change | 6,144 | $2.0M |
| Man Group plc | 0.01% | Reduce -70.1% | 6,101 | $2.0M |
| Shilanski & Associates, Inc. | 0.64% | Add +3.5% | 6,028 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.7% | 5,948 | $2.0M |
| Legacy Wealth Asset Management, LLC | 0.52% | Add +20.8% | 5,879 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +9.8% | 5,829 | $1.9M |
| Entropy Technologies, LP | 0.20% | Reduce -31.9% | 5,744 | $1.9M |
| Freemont Management S.A. | 0.96% | Add +154.6% | 5,600 | $1.8M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.10% | Reduce -33.5% | 5,550 | $1.8M |
| Legato Capital Management LLC | 0.22% | Reduce -15.0% | 5,448 | $1.8M |
| Level Four Advisory Services, LLC | 0.08% | Add +11.2% | 5,175 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Reduce -6.4% | 5,295 | $1.7M |
| Credit Agricole S A | 0.01% | New | 5,221 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +5.8% | 4,929 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +2.2% | 4,891 | $1.6M |
| Centiva Capital, LP | 0.07% | Add +49.6% | 4,870 | $1.6M |
| Bank of Montreal | 0.00% | Add +1.6% | 4,869 | $1.6M |
| Dean Capital Management | 0.67% | New | 4,814 | $1.6M |
| Bank of Nova Scotia | 0.00% | Reduce -66.3% | 4,813 | $1.6M |
| Nebula Research & Development LLC | 0.19% | Reduce -47.9% | 4,756 | $1.6M |
| Legacy Capital Group California, Inc. | 0.52% | Reduce -0.1% | 4,753 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +23.5% | 4,561 | $1.5M |
| National Bank of Canada | 0.00% | No change | 4,460 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 4,388 | $1.4M |
| Commerce Bank | 0.01% | Reduce -0.1% | 4,361 | $1.4M |
| Graham Capital Management, L.P. | 0.08% | Reduce -19.4% | 4,320 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.37% | Add +41.0% | 4,312 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -69.5% | 4,300 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -48.6% | 4,266 | $1.4M |
| Xponance LLC | 0.01% | Add +0.2% | 4,126 | $1.4M |
| Linden Thomas Advisory Services, LLC | 0.18% | Add +5.2% | 4,100 | $1.3M |
| Inceptionr LLC | 0.32% | Add +1.5% | 4,020 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.2% | 3,967 | $1.3M |
| Rice Hall James & Associates, LLC | 0.07% | Reduce -2.2% | 3,897 | $1.3M |
| Quantum Portfolio Management LLC | 0.69% | Add +76.8% | 3,857 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +37.6% | 3,743 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Add +9.0% | 3,725 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +0.8% | 3,684 | $1.2M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.29% | No change | 3,652 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +44.3% | 3,612 | $1.2M |
| Wolverine Trading, LLC | 0.03% | New | 3,417 | $1.1M |
| Greenwood Capital Associates LLC | 0.14% | Reduce -14.6% | 3,330 | $1.1M |
| Simplex Trading, LLC | 0.04% | Add +4862.7% | 3,325 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +72.3% | 3,290 | $1.1M |
| Viawealth, LLC | 0.62% | No change | 3,248 | $1.1M |
| Mariner, LLC | 0.00% | Add +2.3% | 3,240 | $1.1M |
| Principal Securities, Inc. | 0.03% | Add +20.9% | 3,203 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +18.4% | 3,152 | $1.0M |
| Amundi | 0.00% | No change | 2,944 | $995K |
| Creative Planning | 0.00% | Add +8.2% | 3,005 | $988K |
| Capital Management Associates | 1.10% | No change | 3,000 | $986K |
| Value Holdings Management Co. LLC | 0.17% | Reduce -72.7% | 3,000 | $986K |
| Securian Asset Management, Inc. | 0.03% | Reduce -3.3% | 2,944 | $968K |
| Lindenwold Advisors, INC | 0.48% | Add +2.4% | 2,892 | $951K |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 2,887 | $949K |
| Williamson Legacy Group, LLC | 0.63% | New | 2,872 | $944K |
| DDFG, Inc | 0.27% | No change | 2,860 | $940K |
| Vestcor Inc | 0.03% | Reduce -6.6% | 2,828 | $930K |
| Jane Street Group, LLC | 0.00% | Reduce -95.1% | 2,811 | $924K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.9% | 2,541 | $835K |
| Hudson Edge Investment Partners Inc. | 0.15% | No change | 2,526 | $830K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -8.6% | 2,482 | $816K |
| Glenmede Trust Co. NA | 0.00% | Add +0.7% | 2,433 | $800K |
| TD Private Client Wealth LLC | 0.02% | Add +5.1% | 2,431 | $799K |
| Redmont Wealth Advisors LLC | 1.23% | Reduce -11.6% | 2,410 | $792K |
| Burgundy Asset Management Ltd. | 0.01% | No change | 2,387 | $785K |
| S&co Inc. | 0.05% | No change | 2,372 | $779K |
| Keybank National Association | 0.00% | Reduce -3.1% | 2,336 | $768K |
| Shell Asset Management Co. | 0.03% | — | 2,300 | $756K |
| Weik Capital Management | 0.29% | No change | 2,200 | $723K |
| Benjamin Edwards Inc. | 0.01% | Add +33.7% | 2,192 | $721K |
| Bellecapital International Ltd. | 0.14% | Reduce -7.9% | 2,190 | $720K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -26.1% | 2,179 | $716K |
| NWF Advisory Services Inc. | 0.10% | No change | 2,154 | $708K |
| Diversify Wealth Management, LLC | 0.07% | Add +14.8% | 2,021 | $708K |
| Connective Portfolio Management, LLC | 1.25% | New | 3,100 | $706K |
| CCG Wealth Management, LLC | 0.39% | Reduce -0.1% | 2,126 | $699K |
| Portside Wealth Group, LLC | 0.12% | Add +142.9% | 2,116 | $696K |
| Verition Fund Management LLC | 0.01% | Reduce -71.7% | 2,113 | $695K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.8% | 2,088 | $686K |
| Kestra Investment Management, LLC | 0.03% | New | 2,070 | $680K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.5% | 2,069 | $680K |
| First Commonwealth Financial Corp | 0.16% | No change | 2,028 | $667K |
| Sanctuary Advisors, LLC | 0.00% | Add +91.7% | 1,794 | $665K |
| Choreo, LLC | 0.01% | Add +12.7% | 1,940 | $654K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 1,981 | $651K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +36.6% | 1,955 | $643K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Add +0.1% | 1,942 | $638K |
| &partners | 0.01% | New | 1,906 | $627K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +24.3% | 1,903 | $625K |
| Yarbrough Capital, LLC | 0.03% | No change | 1,876 | $617K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,893 | $613K |
| Seven Eight Capital, LP | 0.05% | Add +74.2% | 1,846 | $607K |
| Diametric Capital, LP | 0.29% | Add +14.1% | 1,793 | $589K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 1,793 | $589K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.7% | 1,775 | $583K |
| Prelude Capital Management, LLC | 0.04% | New | 1,698 | $558K |
| Founders Financial Alliance, LLC | 0.15% | No change | 1,680 | $552K |
| ProShare Advisors LLC | 0.00% | Reduce -7.5% | 1,670 | $549K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +61.5% | 1,667 | $548K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,654 | $544K |
| Oppenheimer & Co. Inc. | 0.01% | New | 1,648 | $542K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.8% | 1,630 | $536K |
| HMS Capital Management, LLC | 0.26% | No change | 1,626 | $534K |
| Oak Associates Ltd. | 0.04% | No change | 1,620 | $532K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.6% | 1,609 | $532K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.9% | 1,597 | $525K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -15.4% | 1,547 | $515K |
| Central Pacific Bank - Trust Division | 0.07% | Add +5.4% | 1,550 | $509K |
| Sciencast Management LP | 0.15% | New | 1,550 | $509K |
| Cetera Trust Company, N.A | 0.31% | No change | 1,535 | $505K |
| Shelton Capital Management | 0.01% | No change | 1,520 | $500K |
| VestGen Investment Management | 0.14% | Add +1.0% | 1,517 | $499K |
| Canandaigua National Bank & Trust Co. | 0.05% | New | 1,491 | $490K |
| Miramar Capital, LLC | 0.11% | Reduce -2.6% | 1,480 | $486K |
| Sterling Capital Management LLC | 0.01% | — | 1,455 | $478K |
| Yorktown Management & Research Co Inc | 0.47% | New | 1,400 | $460K |
| MAI Capital Management | 0.00% | Reduce -15.3% | 1,395 | $459K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +0.7% | 1,382 | $454K |
| McGowan Group Asset Management, Inc. | 0.06% | No change | 1,375 | $452K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Reduce -2.0% | 1,274 | $446K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.9% | 1,341 | $441K |
| Tectonic Advisors LLC | 0.03% | Reduce -15.8% | 1,327 | $436K |
| Olde Wealth Management, LLC | 0.15% | No change | 1,316 | $432K |
| Huntington National Bank | 0.00% | No change | 1,309 | $430K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +3.5% | 1,307 | $430K |
| Trust Point Inc. | 0.03% | Reduce -2.8% | 1,282 | $421K |
| Hilltop Holdings Inc. | 0.03% | New | 1,259 | $414K |
| Lakeridge Wealth Management LLC | 0.23% | No change | 1,257 | $413K |
| Lido Advisors, LLC | 0.00% | Add +6.2% | 1,255 | $413K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.0% | 1,232 | $405K |
| Cwm, LLC | 0.00% | Add +84.7% | 1,228 | $404K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +9.4% | 1,224 | $402K |
| Private Advisor Group, LLC | 0.00% | Reduce -44.3% | 1,218 | $401K |
| Intech Investment Management LLC | 0.00% | Reduce -72.7% | 1,218 | $400K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,217 | $400K |
| MeadowBrook Investment Advisors LLC | 0.36% | Reduce -12.3% | 1,196 | $393K |
| New Hampshire Trust | 0.08% | Reduce -3.0% | 1,181 | $388K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,181 | $387K |
| AMG National Trust Bank | 0.01% | Reduce -50.0% | 1,168 | $384K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.3% | 1,162 | $382K |
| Confluence Investment Management LLC | 0.01% | No change | 1,160 | $381K |
| Tidal Investments LLC | 0.00% | Add +2.6% | 1,159 | $381K |
| Integrated Investment Consultants, LLC | 0.08% | New | 1,152 | $379K |
| Alps Advisors Inc. | 0.00% | New | 1,150 | $378K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,137 | $374K |
| First Trust Direct Indexing L.P. | 0.02% | Add +6.3% | 1,126 | $370K |
| Diversify Advisory Services, LLC | 0.02% | Add +9.9% | 1,040 | $366K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +106.7% | 1,110 | $365K |
| CIBC Asset Management Inc | 0.00% | Add +3.5% | 1,103 | $363K |
| Allianz Asset Management GmbH | 0.00% | Reduce -84.6% | 1,095 | $360K |
| Mgo One Seven LLC | 0.02% | New | 1,094 | $360K |
| Linscomb Wealth, Inc. | 0.02% | No change | 1,081 | $355K |
| New Century Financial Group, LLC | 0.13% | Reduce -0.5% | 1,078 | $354K |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.3% | 1,078 | $354K |
| GTS Securities LLC | 0.01% | New | 1,073 | $353K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -60.0% | 1,067 | $351K |
| Prudential PLC | 0.00% | Reduce -14.8% | 1,065 | $350K |
| Profund Advisors LLC | 0.01% | Reduce -1.3% | 1,056 | $347K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -85.5% | 1,056 | $347K |
| Insigneo Advisory Services, LLC | 0.04% | New | 1,055 | $347K |
| Mutual Advisors, LLC | 0.01% | New | 979 | $337K |
| KBC Group NV | 0.00% | Add +8.6% | 1,025 | $337K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.0% | 994 | $335K |
| Sound View Wealth Advisors Group, LLC | 0.03% | New | 1,015 | $334K |
| Washington Capital Management, Inc. | 0.25% | Reduce -41.2% | 1,000 | $329K |
| Alexander Labrunerie & Co., Inc. | 0.15% | No change | 1,000 | $329K |
| Versor Investments LP | 0.05% | New | 1,000 | $329K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 1,000 | $329K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 992 | $326K |
| Asset Management Group, Inc. | 0.05% | No change | 982 | $323K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 971 | $319K |
| Sherbrooke Park Advisers LLC | 0.07% | Reduce -84.4% | 970 | $319K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.4% | 942 | $310K |
| iSAM Funds (UK) Ltd | 0.17% | New | 939 | $309K |
| Vontobel Holding Ltd. | 0.00% | No change | 938 | $308K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -40.8% | 937 | $308K |
| Csenge Advisory Group | 0.02% | Add +0.9% | 870 | $302K |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 909 | $299K |
| EP Wealth Advisors, LLC | 0.00% | New | 908 | $298K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 900 | $296K |
| Caprock Group, LLC | 0.01% | Add +13.4% | 890 | $293K |
| Main Street Research LLC | 0.02% | Reduce -5.5% | 888 | $292K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -26.8% | 886 | $291K |
| Quent Capital, LLC | 0.03% | No change | 865 | $283K |
| USA Financial Formulas | 0.04% | Reduce -6.1% | 856 | $281K |
| Squarepoint Ops LLC | 0.00% | Reduce -90.4% | 855 | $281K |
| Lanark Financial, Inc. | 0.02% | Reduce -4.0% | 854 | $280K |
| Meeder Advisory Services, Inc. | 0.02% | Add +3.4% | 846 | $278K |
| Thomasville National Bank | 0.02% | Reduce -0.7% | 840 | $276K |
| Walleye Capital LLC | 0.00% | New | 838 | $275K |
| Independent Advisor Alliance | 0.01% | Reduce -30.8% | 822 | $270K |
| Wealthspan Partners, LLC | 0.13% | No change | 800 | $263K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 800 | $263K |
| Ramirez Asset Management, Inc. | 0.05% | No change | 771 | $253K |
| EPIQ Capital Group, LLC | 0.07% | Add +0.1% | 770 | $253K |
| Prosperity Wealth Management, Inc. | 0.10% | No change | 763 | $251K |
| Ballentine Partners, LLC | 0.00% | New | 762 | $250K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -50.2% | 757 | $249K |
| PFG Investments, LLC | 0.02% | No change | 740 | $243K |
| Aaron Wealth Advisors LLC | 0.03% | New | 737 | $242K |
| Ellevest, Inc. | 0.01% | New | 734 | $241K |
| Claret Asset Management Corp | 0.04% | New | 731 | $240K |
| EntryPoint Capital, LLC | 0.13% | New | 721 | $237K |
| Checchi Capital Advisers, LLC | 0.02% | New | 718 | $236K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 692 | $230K |
| IHT Wealth Management, LLC | 0.01% | New | 697 | $229K |
| Bryant Woods Investment Advisors, LLC | 0.12% | New | 692 | $227K |
| IFP Advisors, Inc | 0.01% | Reduce -4.7% | 688 | $226K |
| LaFleur & Godfrey LLC | 0.03% | New | 685 | $225K |
| Dakota Wealth Management | 0.01% | Reduce -10.0% | 684 | $225K |
| Ascent Group, LLC | 0.02% | New | 680 | $224K |
| Kathmere Capital Management, LLC | 0.02% | New | 674 | $222K |
| Pinnacle Financial Partners Inc | 0.00% | New | 674 | $222K |
| Greenleaf Trust | 0.00% | New | 673 | $221K |
| Pennsylvania Capital Management Inc. | 0.08% | New | 669 | $220K |
| Daiwa Securities Group Inc. | 0.00% | Add +144.8% | 661 | $217K |
| Moody National Bank Trust Division | 0.02% | New | 654 | $215K |
| Atwood & Palmer Inc. | 0.01% | No change | 648 | $213K |
| HM Payson & Co. | 0.00% | Add +1.4% | 645 | $212K |
| Princeton Global Asset Management LLC | 0.04% | No change | 630 | $207K |
| Jump Financial, LLC | 0.00% | Reduce -96.8% | 624 | $205K |
| United Capital Financial Advisors, LLC | 0.00% | New | 623 | $205K |
| Cannell & Spears LLC | 0.00% | New | 620 | $204K |
| CoreCap Advisors, LLC | 0.01% | New | 617 | $203K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 608 | $200K |
| Manchester Capital Management LLC | 0.02% | No change | 593 | $195K |
| Montag A & Associates Inc. | 0.01% | Add +35.2% | 592 | $195K |
| GAMMA Investing LLC | 0.02% | Add +88.5% | 509 | $167K |
| Pacifica Partners Inc. | 0.07% | No change | 500 | $164K |
| Hilltop National Bank | 0.05% | No change | 500 | $164K |
| Global Retirement Partners, LLC | 0.00% | Add +30.1% | 484 | $159K |
| Clearstead Advisors, LLC | 0.00% | Add +1.9% | 472 | $155K |
| Globeflex Capital L P | 0.01% | No change | 465 | $153K |
| Toronto Dominion Bank | 0.00% | New | 454 | $149K |
| Oakworth Capital, Inc. | 0.01% | No change | 424 | $139K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 420 | $138K |
| Signaturefd, LLC | 0.00% | Add +7.8% | 401 | $132K |
| nVerses Capital, LLC | 0.06% | Reduce -73.3% | 400 | $131K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 400 | $131K |
| Quadrant Capital Group LLC | 0.01% | Add +5.8% | 366 | $120K |
| Evolution Advisers, Inc. | 0.06% | No change | 350 | $115K |
| Hemington Wealth Management | 0.03% | New | 308 | $106K |
| Blue Trust, Inc. | 0.00% | Add +835.1% | 346 | $94K |
| SouthState Bank Corp | 0.01% | No change | 282 | $93K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 282 | $93K |
| GeoWealth Management, LLC | 0.00% | Reduce -91.0% | 275 | $90K |
| Park Place Capital Corp | 0.02% | Add +4083.3% | 251 | $83K |
| Safe Harbor Fiduciary, LLC | 0.08% | — | 250 | $82K |
| Venturi Wealth Management, LLC | 0.00% | Add +4.9% | 236 | $78K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 230 | $76K |
| Kennebec Savings Bank | 0.07% | — | 218 | $72K |
| Morse Asset Management, Inc | 0.02% | New | 210 | $69K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.9% | 208 | $68K |
| Sachetta, LLC | 0.03% | No change | 203 | $67K |
| Brooklyn Investment Group | 0.02% | New | 181 | $59K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.7% | 181 | $59K |
| Arax Advisory Partners | 0.01% | Add +6.9% | 170 | $56K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 162 | $53K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 140 | $46K |
| Wellington Shields & Co., LLC | 0.01% | No change | 132 | $43K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 128 | $42K |
| Versant Capital Management, Inc | 0.01% | Add +19.4% | 123 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Add +50.0% | 123 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 110 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +78.0% | 105 | $35K |
| UMB Bank, n.a. | 0.00% | Add +303.9% | 105 | $35K |
| Tsfg, LLC | 0.01% | Add +191.4% | 102 | $34K |
| State of Wyoming | 0.00% | New | 101 | $33K |
| Rise Advisors, LLC | 0.01% | No change | 91 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 86 | $28K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 84 | $28K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 80 | $26K |
| Trust Co. of Vermont | 0.00% | No change | 80 | $26K |
| Creekmur Asset Management LLC | 0.01% | Reduce -3.7% | 78 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -21.1% | 75 | $25K |
| Lindbrook Capital, LLC | 0.00% | Add +20.3% | 71 | $23K |
| Elequin Capital, LP | 0.05% | New | 64 | $21K |
| FWL Investment Management, LLC | 0.01% | New | 55 | $18K |
| WR Wealth Planners, LLC | 0.00% | New | 53 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 49 | $16K |
| Covestor Ltd | 0.01% | No change | 47 | $16K |
| Fourpath Capital Management, LLC | 0.00% | New | 48 | $16K |
| LGT Financial Advisors LLC | 0.04% | No change | 47 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 45 | $15K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 44 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 41 | $13K |
| Geneos Wealth Management Inc. | 0.00% | New | 35 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 34 | $11K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 31 | $10K |
| Stone House Investment Management, LLC | 0.00% | New | 30 | $10K |
| Richardson Financial Services Inc. | 0.01% | No change | 35 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +86.7% | 28 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Add +8.3% | 26 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 24 | $8K |
| Mather Group, Llc. | 0.00% | No change | 23 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 22 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 22 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 20 | $7K |
| Earned Wealth Advisors, LLC | 0.00% | New | 21 | $7K |
| Raffa Wealth Management, LLC | 0.00% | No change | 21 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 20 | $7K |
| Wolff Wiese Magana LLC | 0.00% | New | 18 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 18 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $5K |
| Meeder Asset Management Inc. | 0.00% | Reduce -77.0% | 14 | $5K |
| Rakuten Securities, Inc. | 0.00% | New | 11 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $4K |
| Continuum Advisory, LLC | 0.00% | Add +125.0% | 9 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 6 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | — | 6 | $2K |
| Horizon Investments, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Avion Wealth | 0.00% | Add +40.0% | 7 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 6 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 6 | $2K |
| Allworth Financial LP | 0.00% | No change | 5 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 5 | $2K |
| Hexagon Capital Partners LLC | 0.00% | New | 5 | $2K |
| Avior Wealth Management, LLC | 0.00% | Add +400.0% | 5 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 4 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 3 | $987 |
| PEAK6 Investments LLC | 0.00% | No change | 2 | $775 |
| True Wealth Design, LLC | 0.00% | New | 2 | $658 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $329 |
| Rothschild Investment LLC | 0.00% | New | 1 | $329 |
| Private Trust Co. NA | 0.00% | Reduce -50.0% | 1 | $329 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $329 |
"% of holder's portfolio" is CW's weight in each manager's 13F, not the share of Curtiss-Wright Corp. the manager owns.