Curtiss-WrightCW
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 623 institutions reported holding Curtiss-Wright Corp. (CW) in their 13F filings, up 61 from Q3 2024. 75 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Group Inc. ($1.3B) and State Street Corp. ($537.7M). 10 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 Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Curtiss-Wright Corp.
- CUSIP
- 231561101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $293.4M |
| Exits | 34 | $73.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,781,903 shares bought and 2,203,039 shares sold, net +578,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| BlackRock, Inc. | 0.03% | Reduce -1.9% | 4,083,935 | $1.4B |
| Vanguard Group Inc. | 0.02% | Add +0.4% | 3,634,028 | $1.3B |
| State Street Corp. | 0.02% | Add +0.1% | 1,515,294 | $537.7M |
| Invesco Ltd. | 0.09% | Add +6.3% | 1,417,445 | $503.0M |
| Boston Partners | 0.39% | Reduce -10.1% | 896,950 | $318.4M |
| Primecap Management Co. | 0.21% | Reduce -6.2% | 771,130 | $273.7M |
| TD Asset Management Inc | 0.24% | Add +16.3% | 766,413 | $272.0M |
| Geode Capital Management, LLC | 0.02% | Add +1.6% | 743,934 | $264.1M |
| Alliancebernstein L.P. | 0.07% | Add +1.2% | 592,326 | $210.2M |
| Norges Bank | 0.03% | Add +9.5% | 568,818 | $201.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.1% | 448,500 | $159.2M |
| Congress Asset Management Co. | 1.06% | Reduce -3.8% | 441,798 | $156.8M |
| American Century Companies Inc. | 0.09% | Reduce -20.2% | 437,256 | $155.2M |
| Morgan Stanley | 0.01% | Add +3.2% | 434,800 | $154.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -7.5% | 386,768 | $137.3M |
| Brown Advisory Inc. | 0.17% | Reduce -15.2% | 385,199 | $136.7M |
| William Blair Investment Management, LLC | 0.32% | New | 373,730 | $132.6M |
| Franklin Resources Inc. | 0.03% | Add +4.6% | 347,206 | $123.2M |
| Allspring Global Investments Holdings, LLC | 0.19% | Add +90.0% | 338,506 | $119.0M |
| Van Eck Associates Corp. | 0.15% | Add +31.3% | 333,088 | $118.2M |
| Northern Trust Corp. | 0.02% | Add +21.4% | 329,918 | $117.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -27.7% | 307,040 | $109.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -4.5% | 294,986 | $104.7M |
| Driehaus Capital Management LLC | 0.85% | Add +3.0% | 291,582 | $103.5M |
| Silvercrest Asset Management Group LLC | 0.69% | Reduce -1.7% | 289,867 | $102.9M |
| Principal Financial Group Inc. | 0.05% | Add +170.2% | 259,435 | $92.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 237,190 | $84.2M |
| UBS Group AG | 0.02% | Add +121.0% | 224,212 | $79.6M |
| Epoch Investment Partners, Inc. | 0.38% | Reduce -28.4% | 220,714 | $78.3M |
| Munro Partners | 2.64% | Add +11.5% | 213,718 | $75.8M |
| AQR Capital Management | 0.10% | Reduce -11.7% | 212,156 | $75.3M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -22.2% | 207,464 | $73.6M |
| ArrowMark Colorado Holdings LLC | 0.98% | Reduce -16.6% | 204,931 | $72.7M |
| Clark Capital Management Group, Inc. | 0.50% | Add +0.8% | 201,075 | $71.4M |
| FIL Ltd | 0.07% | Add +71.9% | 199,596 | $70.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +13.1% | 192,722 | $68.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -29.6% | 182,252 | $64.7M |
| Wellington Management Group LLP | 0.01% | Reduce -25.8% | 179,681 | $63.8M |
| TimesSquare Capital Management, LLC | 0.91% | Add +1773.1% | 176,072 | $62.5M |
| FMR LLC | 0.00% | Add +6.8% | 170,945 | $60.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.0% | 159,612 | $56.6M |
| Fiera Capital Corp | 0.18% | Reduce -2.2% | 158,387 | $56.2M |
| JPMorgan Chase & Co. | 0.00% | Add +28.9% | 153,631 | $54.5M |
| Fayez Sarofim & Co | 0.13% | No change | 148,092 | $52.6M |
| GAMCO Investors | 0.54% | Reduce -2.1% | 145,843 | $51.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +19.2% | 143,333 | $50.9M |
| Systematic Financial Management LP | 1.27% | Reduce -4.1% | 140,399 | $49.8M |
| Two Sigma Investments, LP | 0.12% | Reduce -8.6% | 139,689 | $49.6M |
| CI Investments Inc. | 0.18% | Add +9.9% | 134,584 | $47.8M |
| Hardman Johnston Global Advisors LLC | 1.82% | Reduce -3.6% | 124,483 | $44.2M |
| Bank of America Corp. | 0.00% | Reduce -40.2% | 120,251 | $42.7M |
| Public Employees Retirement Association of Colorado | 0.17% | Reduce -6.7% | 117,287 | $41.6M |
| Deutsche Bank AG | 0.02% | Add +2.0% | 112,762 | $40.0M |
| Rhumbline Advisers | 0.03% | Reduce -3.1% | 109,401 | $38.8M |
| California Public Employees Retirement System | 0.03% | Reduce -3.2% | 109,352 | $38.8M |
| Gabelli Funds LLC | 0.29% | Reduce -12.8% | 108,036 | $38.3M |
| Fisher Asset Management | 0.01% | Add +47.3% | 103,810 | $36.8M |
| Lord, Abbett & Co. LLC | 0.12% | Reduce -0.8% | 99,142 | $35.2M |
| Seizert Capital Partners, LLC | 1.58% | Reduce -1.7% | 98,495 | $35.0M |
| Point72 Asset Management | 0.10% | New | 96,847 | $34.4M |
| Curi Capital, LLC | 0.73% | Reduce -18.4% | 89,266 | $31.7M |
| Raymond James Financial Inc. | 0.01% | — | 88,755 | $31.5M |
| Retirement Systems of Alabama | 0.12% | Reduce -0.4% | 87,911 | $31.2M |
| Panagora Asset Management Inc. | 0.14% | Reduce -1.1% | 87,035 | $30.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +557.9% | 86,726 | $30.8M |
| Blair William & Co. | 0.09% | Add +58.5% | 85,330 | $30.3M |
| Sei Investments Co. | 0.04% | Reduce -2.3% | 84,028 | $29.8M |
| Global Alpha Capital Management Ltd. | 2.15% | Reduce -52.9% | 83,637 | $29.7M |
| Samlyn Capital, LLC | 0.47% | New | 82,259 | $29.2M |
| Select Equity Group, L.P. | 0.12% | Reduce -52.3% | 80,371 | $28.5M |
| Legal & General Group Plc | 0.01% | Add +4.1% | 78,534 | $27.9M |
| Barclays PLC | 0.01% | Add +59.3% | 78,086 | $27.7M |
| Tidal Investments LLC | 0.22% | Add +6500.4% | 76,498 | $27.1M |
| Bessemer Group Inc. | 0.04% | Add +3.8% | 75,947 | $27.0M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 75,488 | $26.8M |
| Swiss National Bank | 0.02% | Add +0.7% | 75,300 | $26.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -4.1% | 75,271 | $26.7M |
| Cadinha & Co. LLC | 4.06% | Reduce -0.3% | 69,041 | $24.5M |
| Two Sigma Advisers, LP | 0.06% | Reduce -29.9% | 68,100 | $24.2M |
| Macquarie Group Ltd. | 0.03% | Add +0.8% | 67,826 | $24.1M |
| Millennium Management | 0.02% | Reduce -55.5% | 65,601 | $23.3M |
| Martingale Asset Management L P | 0.54% | Reduce -9.3% | 62,751 | $22.3M |
| Whittier Trust Co. | 0.28% | Add +3.1% | 59,405 | $21.1M |
| First Trust Advisors LP | 0.02% | Reduce -0.0% | 56,513 | $20.1M |
| CW Advisors, LLC | 0.27% | Reduce -0.6% | 55,632 | $19.7M |
| Stifel Financial Corp. | 0.02% | Reduce -2.2% | 55,471 | $19.7M |
| State of Wisconsin Investment Board | 0.05% | Add +1.1% | 55,176 | $19.6M |
| GHP Investment Advisors, Inc. | 0.90% | Reduce -4.3% | 54,467 | $19.3M |
| Prospector Partners LLC | 2.20% | Reduce -37.9% | 54,146 | $19.2M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.2% | 53,806 | $19.1M |
| Citigroup Inc. | 0.02% | Reduce -8.1% | 51,538 | $18.3M |
| Financial Counselors Inc. | 0.27% | Reduce -8.8% | 51,431 | $18.3M |
| Algert Global LLC | 0.42% | Add +0.8% | 50,658 | $18.0M |
| National Bank of Canada | 0.02% | Add +1028.8% | 50,344 | $17.9M |
| Victory Capital Management Inc. | 0.02% | Add +34.8% | 50,241 | $17.8M |
| CIBC Private Wealth Group LLC | 0.03% | Add +4036.6% | 44,593 | $15.7M |
| Susquehanna Fundamental Investments, LLC | 0.26% | — | 44,182 | $15.7M |
| Woodline Partners LP | 0.10% | Add +16.2% | 43,698 | $15.5M |
| Corebridge Financial, Inc. | 0.08% | Reduce -5.2% | 42,941 | $15.2M |
| Running Oak Capital LLC | 1.96% | Add +1.1% | 42,401 | $15.0M |
| Trexquant Investment LP | 0.17% | Add +9.2% | 41,890 | $14.9M |
| Fort Washington Investment Advisors Inc. | 0.09% | Reduce -32.0% | 41,096 | $14.6M |
| Eisler Capital Management Ltd. | 0.48% | — | 40,579 | $14.3M |
| Neuberger Berman Group LLC | 0.01% | Add +5.4% | 39,908 | $14.2M |
| ArchPoint Investors | 4.65% | No change | 39,900 | $14.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | — | 39,463 | $14.0M |
| Balyasny Asset Management L.P. | 0.03% | New | 38,915 | $13.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +123.6% | 37,947 | $13.5M |
| Assenagon Asset Management S.A. | 0.02% | New | 37,746 | $13.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.6% | 37,340 | $13.3M |
| Eagle Global Advisors LLC | 0.52% | Add +270.3% | 36,124 | $12.8M |
| California State Teachers Retirement System | 0.01% | Reduce -1.5% | 35,825 | $12.7M |
| HWG Holdings LP | 4.15% | Reduce -17.3% | 35,731 | $12.7M |
| Royal Bank of Canada | 0.00% | Add +48.4% | 35,546 | $12.6M |
| Teacher Retirement System of Texas | 0.04% | Add +0.1% | 35,088 | $12.5M |
| Kingdon Capital Management, L.L.C. | 2.12% | No change | 35,000 | $12.4M |
| Renaissance Technologies | 0.02% | Add +17.9% | 34,900 | $12.4M |
| Credit Agricole S A | 0.04% | Add +552.4% | 34,064 | $12.1M |
| Hantz Financial Services, Inc. | 0.21% | Reduce -1.9% | 33,318 | $11.8M |
| Smith Salley Wealth Management | 0.71% | New | 31,206 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.7% | 30,974 | $11.0M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -31.8% | 30,842 | $10.9M |
| State of Alaska, Department of Revenue | 0.12% | Reduce -0.4% | 30,402 | $10.8M |
| Natixis Advisors, LLC | 0.02% | Reduce -3.3% | 29,917 | $10.6M |
| Jane Street Group, LLC | 0.02% | Add +962.3% | 29,860 | $10.6M |
| Prudential Financial Inc. | 0.01% | Reduce -78.8% | 28,223 | $10.1M |
| Captrust Financial Advisors | 0.03% | Reduce -2.7% | 28,121 | $10.0M |
| Burney Co./ | 0.35% | Reduce -3.1% | 28,040 | $10.0M |
| Covea Finance | 0.45% | Reduce -5.4% | 27,900 | $9.9M |
| New Age Alpha Advisors, LLC | 0.40% | New | 27,656 | $9.8M |
| Aptus Capital Advisors, LLC | 0.11% | Add +22.4% | 27,105 | $9.6M |
| Marks Group Wealth Management, Inc | 0.94% | Reduce -4.9% | 26,954 | $9.6M |
| GMO | 0.03% | Reduce -64.3% | 26,549 | $9.4M |
| Nordea Investment Management AB | 0.01% | Add +1.3% | 25,934 | $9.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -3.8% | 26,122 | $9.3M |
| Frontier Capital Management Co. LLC | 0.09% | Reduce -0.3% | 25,853 | $9.2M |
| Bahl & Gaynor LLC | 0.05% | Reduce -21.9% | 25,642 | $9.1M |
| Whittier Trust Co. of Nevada Inc. | 0.22% | Add +3.7% | 25,583 | $9.1M |
| Vident Advisory, LLC | 0.16% | Add +29.7% | 25,376 | $9.0M |
| LPL Financial LLC | 0.00% | Add +65.7% | 25,069 | $8.9M |
| Quantinno Capital Management LP | 0.09% | Add +23.3% | 24,531 | $8.7M |
| Lazard Asset Management LLC | 0.01% | Add +18.4% | 24,220 | $8.6M |
| Citadel Advisors | 0.01% | Add +136.1% | 24,114 | $8.6M |
| South Dakota Investment Council | 0.17% | Reduce -2.5% | 23,709 | $8.4M |
| Townsquare Capital LLC | 0.09% | Add +4.9% | 23,239 | $8.2M |
| Sandler Capital Management | 1.30% | Reduce -42.8% | 22,420 | $8.0M |
| Candelo Capital Management LP | 5.00% | Add +14.6% | 22,346 | $7.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +41.5% | 22,086 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +37.6% | 21,851 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | Add +28.6% | 21,842 | $7.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +4.3% | 21,530 | $7.6M |
| MetLife Investment Management, LLC | 0.04% | Add +8.1% | 21,395 | $7.6M |
| Voya Investment Management LLC | 0.01% | Add +102.8% | 20,838 | $7.4M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -3.2% | 20,046 | $7.1M |
| Gotham Asset Management | 0.07% | Reduce -3.3% | 19,740 | $7.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -13.7% | 19,362 | $6.9M |
| Global IMC LLC | 1.22% | Add +0.1% | 19,143 | $6.8M |
| Amundi | 0.00% | Add +544.9% | 18,985 | $6.7M |
| Amalgamated Bank | 0.05% | Reduce -1.4% | 18,609 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +93.9% | 18,515 | $6.6M |
| Cinctive Capital Management LP | 0.34% | New | 17,566 | $6.2M |
| Empowered Funds, LLC | 0.09% | New | 17,540 | $6.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.7% | 17,536 | $6.2M |
| Janus Henderson Group PLC | 0.00% | No change | 17,491 | $6.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.6% | 16,772 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +10.3% | 16,718 | $5.9M |
| Wolverine Trading, LLC | 0.12% | Add +352.1% | 15,447 | $5.5M |
| Comerica Bank | 0.02% | Reduce -4.9% | 15,466 | $5.5M |
| Paradoxiom Capital L.P. | 2.24% | — | 15,308 | $5.4M |
| Texas Yale Capital Corp. | 0.22% | No change | 15,208 | $5.4M |
| STRS Ohio | 0.02% | Add +64.7% | 14,887 | $5.3M |
| Informed Momentum Co LLC | 0.75% | Reduce -2.2% | 14,864 | $5.3M |
| Beese Fulmer Investment Management, Inc. | 0.45% | Reduce -0.9% | 14,758 | $5.2M |
| Advisors Asset Management, Inc. | 0.10% | Add +1.5% | 14,725 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.9% | 14,580 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +6.2% | 14,230 | $5.0M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 14,186 | $5.0M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 14,026 | $5.0M |
| Appleton Partners Inc. | 0.37% | New | 14,010 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -6.3% | 13,987 | $5.0M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | — | 13,735 | $4.9M |
| Dorsey Wright & Associates | 1.10% | Reduce -0.1% | 12,965 | $4.6M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -5.1% | 12,758 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.4% | 12,746 | $4.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +39.8% | 12,374 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 12,145 | $4.3M |
| TD Waterhouse Canada Inc. | 0.03% | Add +10.0% | 12,052 | $4.3M |
| Advantage Alpha Capital Partners LP | 1.01% | Reduce -8.7% | 12,032 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.4% | 12,004 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -0.4% | 12,004 | $4.3M |
| Yousif Capital Management, LLC | 0.05% | Reduce -11.2% | 11,955 | $4.2M |
| Daiwa Securities Group Inc. | 0.02% | Add +1694.7% | 11,863 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -4.8% | 11,817 | $4.2M |
| Cardinal Capital Management | 0.66% | Add +0.6% | 11,814 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +14.0% | 11,153 | $4.0M |
| Arizona State Retirement System | 0.02% | Add +0.8% | 11,115 | $3.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +3.3% | 10,582 | $3.8M |
| Louisiana State Employees Retirement System | 0.07% | Reduce -0.9% | 10,500 | $3.7M |
| Inspire Investing, LLC | 0.40% | Add +28.0% | 10,084 | $3.6M |
| Rodgers Brothers Inc. | 0.47% | Reduce -2.4% | 10,065 | $3.6M |
| Pinebridge Investments, L.P. | 0.03% | Add +42.7% | 10,019 | $3.6M |
| Polar Asset Management Partners Inc. | 0.07% | Reduce -29.6% | 10,000 | $3.5M |
| KLP Kapitalforvaltning As | 0.02% | — | 9,900 | $3.5M |
| Corient Private Wealth LP | 0.01% | Reduce -2.2% | 9,765 | $3.5M |
| Pinnbrook Capital Management LP | 1.16% | Reduce -39.6% | 9,293 | $3.3M |
| First Hawaiian Bank | 0.11% | Reduce -9.9% | 9,236 | $3.3M |
| State of Michigan Retirement System | 0.02% | Reduce -1.1% | 8,961 | $3.2M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -3.7% | 8,936 | $3.2M |
| Bokf, NA | 0.05% | Reduce -0.0% | 9,000 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -2.8% | 8,622 | $3.1M |
| Marshall Wace, LLP | 0.00% | New | 8,529 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +4.0% | 8,495 | $3.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Reduce -0.8% | 8,434 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.7% | 8,381 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -13.1% | 8,301 | $2.9M |
| Elevatus Welath Management | 1.00% | Reduce -1.6% | 8,225 | $2.9M |
| Pacer Advisors, Inc. | 0.01% | Add +13.7% | 8,215 | $2.9M |
| Campbell Newman Asset Management Inc. | 0.23% | Reduce -0.6% | 8,175 | $2.9M |
| ING Groep NV | 0.02% | Reduce -73.3% | 8,000 | $2.8M |
| Ethic Inc. | 0.06% | Reduce -7.2% | 7,991 | $2.8M |
| Hancock Whitney Corp. | 0.09% | Add +1.0% | 7,922 | $2.8M |
| New Mexico Educational Retirement Board | 0.09% | No change | 7,800 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -0.8% | 7,762 | $2.8M |
| Radnor Capital Management, LLC | 0.44% | Add +3.9% | 7,417 | $2.6M |
| Engineers Gate Manager LP | 0.04% | New | 7,211 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +6.5% | 7,096 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +16.3% | 6,779 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 6,777 | $2.4M |
| Chilton Investment Co. Inc. | 0.06% | Reduce -11.3% | 6,708 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +437.3% | 6,544 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.8% | 6,353 | $2.3M |
| Utah Retirement Systems | 0.02% | No change | 6,301 | $2.2M |
| Norden Group LLC | 0.25% | Add +1.2% | 6,246 | $2.2M |
| Nicholas Investment Partners, LP | 0.21% | No change | 6,178 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -0.1% | 6,163 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | Add +18.4% | 6,130 | $2.2M |
| Scopus Asset Management, L.P. | 0.08% | New | 6,027 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.0% | 5,875 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +177.4% | 5,861 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -31.7% | 5,861 | $2.1M |
| Lisanti Capital Growth, LLC | 0.49% | Reduce -8.2% | 5,735 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +23.1% | 5,615 | $2.0M |
| Shilanski & Associates, Inc. | 0.64% | Reduce -7.0% | 5,606 | $2.0M |
| Freemont Management S.A. | 0.98% | No change | 5,600 | $2.0M |
| WCM Investment Management, LLC | 0.00% | New | 5,516 | $2.0M |
| Legacy Wealth Asset Management, LLC | 0.53% | Reduce -6.3% | 5,510 | $2.0M |
| Legato Capital Management LLC | 0.25% | No change | 5,448 | $1.9M |
| Bank of Montreal | 0.00% | Add +10.7% | 5,388 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.2% | 5,340 | $1.9M |
| Nomura Holdings Inc. | 0.01% | New | 5,035 | $1.8M |
| Kestra Investment Management, LLC | 0.07% | Add +140.1% | 4,971 | $1.8M |
| Legacy Capital Group California, Inc. | 0.52% | Add +0.5% | 4,776 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -11.3% | 4,698 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +20.9% | 4,524 | $1.6M |
| Alliance Wealth Advisors, LLC | 0.41% | Add +3.5% | 4,462 | $1.6M |
| Danske Bank A/S | 0.00% | New | 4,438 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +11.0% | 4,402 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.4% | 4,371 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -90.4% | 4,368 | $1.6M |
| Commerce Bank | 0.01% | No change | 4,361 | $1.5M |
| Xponance LLC | 0.01% | Add +4.7% | 4,320 | $1.5M |
| Linden Thomas Advisory Services, LLC | 0.19% | Add +2.8% | 4,213 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +33.2% | 4,198 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | Reduce -6.2% | 4,053 | $1.4M |
| Quantum Portfolio Management LLC | 0.77% | Add +4.6% | 4,035 | $1.4M |
| HSBC Holdings PLC | 0.00% | Reduce -63.7% | 4,007 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Add +173.3% | 3,977 | $1.4M |
| Creative Planning | 0.00% | Add +31.3% | 3,944 | $1.4M |
| Ritholtz Wealth Management | 0.04% | Add +0.1% | 3,728 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +0.2% | 3,690 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.32% | No change | 3,652 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +11.6% | 3,574 | $1.3M |
| Bank of Nova Scotia | 0.00% | Reduce -25.8% | 3,573 | $1.3M |
| Wellington Shields Capital Management, LLC | 0.22% | New | 3,550 | $1.3M |
| Mariner, LLC | 0.00% | Add +8.3% | 3,508 | $1.2M |
| Freestone Grove Partners LP | 0.01% | — | 3,407 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +179.6% | 3,405 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.9% | 3,319 | $1.2M |
| Rice Hall James & Associates, LLC | 0.06% | Reduce -18.3% | 3,184 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +193.3% | 3,097 | $1.1M |
| Value Holdings Management Co. LLC | 0.19% | No change | 3,000 | $1.1M |
| Williamson Legacy Group, LLC | 0.71% | Add +4.5% | 3,001 | $1.1M |
| Capital Management Associates | 1.25% | No change | 3,000 | $1.1M |
| Greenwood Capital Associates LLC | 0.14% | Reduce -12.1% | 2,927 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -19.9% | 2,894 | $1.0M |
| Viawealth, LLC | 0.62% | Reduce -11.5% | 2,874 | $1.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +50.5% | 2,865 | $1.0M |
| DDFG, Inc | 0.29% | No change | 2,860 | $1.0M |
| Diversify Wealth Management, LLC | 0.08% | Add +43.2% | 2,894 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -1.3% | 2,849 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -55.5% | 2,849 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | Reduce -3.4% | 2,844 | $1.0M |
| Vestcor Inc | 0.03% | No change | 2,828 | $1.0M |
| Natixis | 0.01% | New | 2,817 | $1000K |
| Polaris Capital Management, LLC | 0.05% | Reduce -64.1% | 2,800 | $994K |
| Lindenwold Advisors, INC | 0.53% | Reduce -3.7% | 2,786 | $989K |
| XTX Topco Ltd | 0.08% | Reduce -62.6% | 2,741 | $973K |
| Hudson Edge Investment Partners Inc. | 0.17% | Add +5.2% | 2,656 | $943K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.2% | 2,653 | $941K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.4% | 2,542 | $902K |
| Redmont Wealth Advisors LLC | 1.52% | Add +3.0% | 2,482 | $881K |
| Voleon Capital Management LP | 0.07% | — | 2,467 | $875K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 2,391 | $848K |
| S&co Inc. | 0.06% | No change | 2,372 | $841K |
| Benjamin Edwards Inc. | 0.01% | Add +7.3% | 2,352 | $835K |
| Keybank National Association | 0.00% | Reduce -0.3% | 2,329 | $826K |
| Shell Asset Management Co. | 0.04% | Reduce -0.2% | 2,296 | $815K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +6.1% | 2,075 | $794K |
| Weik Capital Management | 0.32% | No change | 2,200 | $781K |
| Centiva Capital, LP | 0.03% | Reduce -54.9% | 2,196 | $779K |
| NWF Advisory Services Inc. | 0.11% | Add +0.3% | 2,161 | $767K |
| Portside Wealth Group, LLC | 0.13% | Add +0.8% | 2,133 | $757K |
| CCG Wealth Management, LLC | 0.42% | No change | 2,126 | $754K |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 2,122 | $753K |
| Man Group plc | 0.00% | Reduce -65.3% | 2,117 | $751K |
| Blue Capital, Inc. | 0.52% | — | 2,072 | $735K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.6% | 2,036 | $723K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +0.9% | 1,999 | $709K |
| Regions Financial Corp. | 0.01% | New | 1,995 | $708K |
| &partners | 0.01% | Add +5.5% | 2,010 | $702K |
| Inceptionr LLC | 0.16% | Reduce -51.2% | 1,961 | $696K |
| Smith Chas P & Associates Pa Cpas | 0.04% | Add +0.1% | 1,944 | $690K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,893 | $676K |
| Avantax Advisory Services, Inc. | 0.00% | Add +40.3% | 1,882 | $668K |
| Yarbrough Capital, LLC | 0.03% | No change | 1,876 | $666K |
| Coldstream Capital Management Inc. | 0.01% | Add +16.4% | 1,872 | $664K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.3% | 1,847 | $656K |
| Trust Point Inc. | 0.05% | Add +44.1% | 1,848 | $656K |
| Connective Portfolio Management, LLC | 0.95% | Reduce -41.9% | 1,800 | $639K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 1,793 | $636K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.0% | 1,792 | $636K |
| ProShare Advisors LLC | 0.00% | Add +6.3% | 1,775 | $630K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.3% | 1,772 | $629K |
| Farther Finance Advisors, LLC | 0.02% | Add +129.7% | 1,739 | $617K |
| Choreo, LLC | 0.01% | Reduce -11.7% | 1,714 | $613K |
| Burgundy Asset Management Ltd. | 0.01% | Reduce -28.9% | 1,697 | $602K |
| Founders Financial Alliance, LLC | 0.16% | Add +0.1% | 1,682 | $597K |
| VestGen Investment Management | 0.16% | Add +10.7% | 1,679 | $596K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 1,670 | $593K |
| Rehmann Capital Advisory Group | 0.04% | Add +7.7% | 1,666 | $591K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +36.0% | 1,664 | $591K |
| Cresset Asset Management, LLC | 0.00% | Reduce -66.4% | 1,656 | $588K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,654 | $587K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.8% | 1,626 | $577K |
| TD Private Client Wealth LLC | 0.02% | Reduce -33.2% | 1,624 | $576K |
| HMS Capital Management, LLC | 0.28% | Reduce -0.4% | 1,620 | $575K |
| Bellecapital International Ltd. | 0.10% | Reduce -26.4% | 1,611 | $572K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.4% | 1,559 | $553K |
| Farringdon Capital, Ltd. | 0.23% | — | 1,548 | $549K |
| KBC Group NV | 0.00% | Add +48.9% | 1,526 | $542K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -16.1% | 1,505 | $522K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,465 | $520K |
| Cwm, LLC | 0.00% | Add +19.0% | 1,461 | $518K |
| Cetera Trust Company, N.A | 0.33% | Reduce -5.9% | 1,445 | $513K |
| Shelton Capital Management | 0.01% | Reduce -4.9% | 1,445 | $513K |
| Oak Associates Ltd. | 0.04% | Reduce -11.5% | 1,434 | $509K |
| Canandaigua National Bank & Trust Co. | 0.05% | Reduce -4.2% | 1,429 | $507K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.13% | New | 1,403 | $498K |
| Yorktown Management & Research Co Inc | 0.48% | No change | 1,400 | $497K |
| Central Pacific Bank - Trust Division | 0.07% | Reduce -11.0% | 1,380 | $490K |
| McGowan Group Asset Management, Inc. | 0.07% | No change | 1,375 | $488K |
| MAI Capital Management | 0.00% | Reduce -1.6% | 1,372 | $487K |
| Arete Wealth Advisors, LLC | 0.04% | Add +16.2% | 1,372 | $487K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -1.1% | 1,367 | $485K |
| 4WEALTH Advisors, Inc. | 0.49% | — | 1,361 | $483K |
| Hilltop Holdings Inc. | 0.03% | Add +5.0% | 1,322 | $469K |
| Olde Wealth Management, LLC | 0.17% | No change | 1,316 | $467K |
| Miramar Capital, LLC | 0.11% | Reduce -12.8% | 1,290 | $458K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.3% | 1,290 | $458K |
| Lido Advisors, LLC | 0.00% | Add +1.4% | 1,273 | $452K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Reduce -0.2% | 1,272 | $451K |
| Lakeridge Wealth Management LLC | 0.23% | No change | 1,257 | $446K |
| First Commonwealth Financial Corp | 0.10% | Reduce -38.2% | 1,253 | $445K |
| Mgo One Seven LLC | 0.02% | Add +11.6% | 1,221 | $433K |
| Forum Financial Management, LP | 0.01% | No change | 1,217 | $432K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.7% | 1,223 | $430K |
| DAVENPORT & Co LLC | 0.00% | Add +5.0% | 1,194 | $424K |
| Guggenheim Capital LLC | 0.00% | Reduce -97.9% | 1,187 | $421K |
| Diversify Advisory Services, LLC | 0.02% | Add +15.5% | 1,201 | $421K |
| AMG National Trust Bank | 0.01% | No change | 1,168 | $418K |
| CIBC Asset Management Inc | 0.00% | Add +5.3% | 1,161 | $412K |
| Confluence Investment Management LLC | 0.01% | No change | 1,160 | $412K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 1,156 | $410K |
| Acadian Asset Management LLC | 0.00% | Reduce -83.9% | 1,157 | $410K |
| Alps Advisors Inc. | 0.00% | No change | 1,150 | $408K |
| Fox Run Management, L.L.C. | 0.07% | New | 1,131 | $401K |
| Diametric Capital, LP | 0.27% | Reduce -37.4% | 1,123 | $399K |
| EntryPoint Capital, LLC | 0.17% | Add +53.7% | 1,108 | $393K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 1,103 | $391K |
| Jain Global LLC | 0.01% | — | 1,100 | $390K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -74.4% | 1,100 | $390K |
| Mutual Advisors, LLC | 0.01% | Add +8.4% | 1,061 | $388K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.1% | 1,094 | $388K |
| Transcend Capital Advisors, LLC | 0.03% | New | 1,091 | $387K |
| Meeder Advisory Services, Inc. | 0.02% | Add +28.4% | 1,086 | $385K |
| Linscomb Wealth, Inc. | 0.02% | No change | 1,081 | $384K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -8.0% | 1,060 | $376K |
| New Century Financial Group, LLC | 0.16% | Reduce -0.2% | 1,076 | $376K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 1,055 | $374K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -9.6% | 1,051 | $373K |
| MeadowBrook Investment Advisors LLC | 0.33% | Reduce -12.5% | 1,046 | $371K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 1,015 | $360K |
| Avantax Planning Partners, Inc. | 0.01% | Add +1.1% | 1,003 | $356K |
| Alexander Labrunerie & Co., Inc. | 0.16% | No change | 1,000 | $355K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 1,000 | $355K |
| Asset Management Group, Inc. | 0.06% | Add +0.2% | 984 | $349K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +8.9% | 980 | $348K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.6% | 977 | $347K |
| New Hampshire Trust | 0.07% | Reduce -17.8% | 971 | $345K |
| NewEdge Advisors, LLC | 0.00% | Add +2229.3% | 955 | $339K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.7% | 951 | $337K |
| Scientech Research LLC | 0.10% | New | 949 | $337K |
| Caprock Group, LLC | 0.01% | Add +6.4% | 947 | $336K |
| Profund Advisors LLC | 0.01% | Reduce -11.1% | 939 | $333K |
| Independent Advisor Alliance | 0.00% | Add +13.6% | 934 | $331K |
| Grove Street Fiduciary, LLC | 0.17% | — | 926 | $329K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.7% | 926 | $329K |
| Csenge Advisory Group | 0.02% | Add +5.9% | 921 | $327K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +3.6% | 918 | $326K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -87.7% | 918 | $326K |
| Squarepoint Ops LLC | 0.00% | Add +5.7% | 904 | $321K |
| Two Sigma Securities, LLC | 0.06% | New | 897 | $318K |
| Main Street Research LLC | 0.02% | No change | 888 | $315K |
| Toronto Dominion Bank | 0.00% | Add +95.2% | 886 | $314K |
| Morey & Quinn Wealth Partners, LLC | 0.26% | — | 871 | $309K |
| Quent Capital, LLC | 0.03% | No change | 865 | $307K |
| Fifth Third Bancorp | 0.00% | Reduce -5.0% | 864 | $307K |
| Athena Investment Management | 0.17% | New | 851 | $302K |
| Triasima Portfolio Management inc. | 0.06% | New | 850 | $302K |
| Modern Wealth Management, LLC | 0.01% | New | 848 | $301K |
| Thomasville National Bank | 0.02% | No change | 840 | $298K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 827 | $293K |
| DNB Asset Management AS | 0.00% | New | 827 | $293K |
| Ieq Capital, LLC | 0.00% | New | 800 | $284K |
| Wealthspan Partners, LLC | 0.14% | No change | 800 | $284K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 800 | $284K |
| USA Financial Formulas | 0.04% | Reduce -6.8% | 798 | $283K |
| Ballentine Partners, LLC | 0.00% | Add +3.3% | 787 | $279K |
| Aaron Wealth Advisors LLC | 0.03% | Add +5.0% | 774 | $275K |
| Ramirez Asset Management, Inc. | 0.06% | No change | 771 | $274K |
| EPIQ Capital Group, LLC | 0.07% | Add +0.1% | 771 | $274K |
| Prosperity Wealth Management, Inc. | 0.11% | No change | 763 | $271K |
| IFP Advisors, Inc | 0.01% | Add +8.9% | 749 | $266K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 741 | $263K |
| Ellevest, Inc. | 0.02% | Add +0.7% | 739 | $262K |
| Claret Asset Management Corp | 0.04% | Add +0.7% | 736 | $261K |
| Sherbrooke Park Advisers LLC | 0.08% | Reduce -24.5% | 732 | $260K |
| Kathmere Capital Management, LLC | 0.02% | Add +8.5% | 731 | $259K |
| Intrust Bank NA | 0.03% | New | 720 | $256K |
| Ascent Group, LLC | 0.02% | Add +4.8% | 713 | $253K |
| Summit Financial, LLC | 0.01% | New | 707 | $251K |
| Bryant Woods Investment Advisors, LLC | 0.12% | No change | 692 | $246K |
| Greenleaf Trust | 0.00% | Add +2.4% | 689 | $245K |
| LaFleur & Godfrey LLC | 0.03% | No change | 685 | $243K |
| Focus Partners Wealth | 0.00% | New | 680 | $241K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.4% | 680 | $241K |
| Compound Planning, Inc. | 0.01% | New | 675 | $239K |
| Dakota Wealth Management | 0.01% | Reduce -1.5% | 674 | $239K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 674 | $239K |
| Pennsylvania Capital Management Inc. | 0.08% | Add +0.3% | 671 | $238K |
| QRG Capital Management, Inc. | 0.00% | New | 668 | $237K |
| Global Retirement Partners, LLC | 0.01% | Add +37.2% | 664 | $236K |
| Moody National Bank Trust Division | 0.02% | No change | 654 | $232K |
| Atwood & Palmer Inc. | 0.02% | No change | 648 | $230K |
| Virtu Financial LLC | 0.01% | New | 646 | $229K |
| HM Payson & Co. | 0.00% | No change | 645 | $229K |
| Picton Mahoney Asset Management | 0.01% | New | 640 | $227K |
| Princeton Global Asset Management LLC | 0.04% | No change | 630 | $224K |
| Callan Family Office, LLC | 0.01% | New | 629 | $223K |
| David Wealth Management LLC | 0.18% | — | 624 | $221K |
| IFG Advisory, LLC | 0.01% | New | 624 | $221K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -42.3% | 616 | $219K |
| Cannell & Spears LLC | 0.00% | Reduce -1.1% | 613 | $218K |
| Personal Cfo Solutions, LLC | 0.04% | New | 611 | $217K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 608 | $216K |
| FSM Wealth Advisors, LLC | 0.05% | New | 579 | $212K |
| Burns Matteson Capital Management, LLC | 0.12% | New | 597 | $212K |
| Prelude Capital Management, LLC | 0.02% | Reduce -64.9% | 596 | $212K |
| Manchester Capital Management LLC | 0.02% | No change | 593 | $210K |
| Montag A & Associates Inc. | 0.01% | No change | 592 | $210K |
| Merit Financial Group, LLC | 0.00% | New | 591 | $210K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.9% | 587 | $208K |
| Wallace Advisory Group, LLC | 0.14% | New | 633 | $208K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 585 | $208K |
| Tandem Investment Advisors, Inc. | 0.01% | New | 580 | $206K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 579 | $205K |
| GAMMA Investing LLC | 0.02% | Add +13.4% | 577 | $205K |
| Frontier Asset Management, LLC | 0.07% | New | 574 | $204K |
| Magnetar Financial LLC | 0.01% | Reduce -96.9% | 573 | $203K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 570 | $202K |
| Vontobel Holding Ltd. | 0.00% | Reduce -39.3% | 569 | $202K |
| State of Wyoming | 0.02% | Add +434.6% | 540 | $192K |
| SBI Securities Co., Ltd. | 0.01% | — | 526 | $187K |
| Oakworth Capital, Inc. | 0.01% | Add +21.0% | 513 | $182K |
| Hilltop National Bank | 0.05% | No change | 500 | $177K |
| Clearstead Advisors, LLC | 0.00% | Add +4.9% | 495 | $176K |
| Pacifica Partners Inc. | 0.08% | No change | 500 | $176K |
| Caitong International Asset Management Co., Ltd | 0.17% | — | 479 | $170K |
| Huntington National Bank | 0.00% | Reduce -64.3% | 467 | $166K |
| Globeflex Capital L P | 0.01% | No change | 465 | $165K |
| Point72 (DIFC) Ltd | 0.01% | New | 464 | $165K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 448 | $159K |
| Plato Investment Management Ltd | 0.01% | New | 434 | $155K |
| Signaturefd, LLC | 0.00% | Add +7.0% | 429 | $152K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 420 | $149K |
| Paradigm Asset Management Co. LLC | 0.04% | New | 400 | $142K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 400 | $142K |
| Quadrant Capital Group LLC | 0.01% | Add +3.8% | 380 | $135K |
| Jones Financial Companies LLLP | 0.00% | New | 379 | $135K |
| Clean Yield Group | 0.04% | New | 350 | $124K |
| Morse Asset Management, Inc | 0.03% | Add +66.7% | 350 | $124K |
| Evolution Advisers, Inc. | 0.07% | No change | 350 | $124K |
| SG Americas Securities, LLC | 0.00% | Reduce -91.9% | 345 | $122K |
| Hemington Wealth Management | 0.03% | Add +4.5% | 322 | $114K |
| GeoWealth Management, LLC | 0.00% | Add +15.6% | 318 | $113K |
| Harbour Investments, Inc. | 0.00% | Add +10.6% | 312 | $111K |
| Venturi Wealth Management, LLC | 0.01% | Add +31.4% | 310 | $110K |
| Spire Wealth Management | 0.00% | New | 288 | $102K |
| SouthState Bank Corp | 0.01% | Reduce -5.0% | 268 | $95K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.2% | 258 | $92K |
| Orion Capital Management LLC | 0.04% | New | 248 | $88K |
| Park Place Capital Corp | 0.02% | Reduce -3.6% | 242 | $86K |
| Park Square Financial Group, LLC | 0.06% | — | 241 | $86K |
| Parallel Advisors, LLC | 0.00% | Add +10.6% | 230 | $82K |
| Smartleaf Asset Management LLC | 0.01% | Add +85.4% | 228 | $82K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.8% | 197 | $70K |
| Altshuler Shaham Ltd | 0.00% | New | 196 | $70K |
| Brooklyn Investment Group | 0.02% | Reduce -1.1% | 179 | $64K |
| Arax Advisory Partners | 0.00% | Add +1.2% | 172 | $61K |
| UMB Bank, n.a. | 0.00% | Add +61.0% | 169 | $60K |
| Sachetta, LLC | 0.02% | Reduce -17.7% | 167 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -52.0% | 166 | $59K |
| Safe Harbor Fiduciary, LLC | 0.05% | Reduce -40.0% | 150 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -9.3% | 147 | $52K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 140 | $50K |
| Ancora Advisors LLC | 0.00% | New | 138 | $49K |
| Wellington Shields & Co., LLC | 0.01% | No change | 132 | $47K |
| Versant Capital Management, Inc | 0.01% | Add +6.5% | 131 | $46K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 128 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.2% | 122 | $43K |
| Kennebec Savings Bank | 0.04% | Reduce -48.6% | 112 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 110 | $39K |
| Tsfg, LLC | 0.01% | No change | 102 | $36K |
| Minot DeBlois Advisors LLC | 0.03% | — | 100 | $35K |
| AlphaQuest LLC | 0.00% | Reduce -98.9% | 100 | $35K |
| Rise Advisors, LLC | 0.02% | No change | 91 | $32K |
| YANKCOM Partnership | 0.02% | — | 86 | $31K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 86 | $30K |
| Trust Co. of Vermont | 0.00% | No change | 80 | $28K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -6.3% | 75 | $27K |
| Lindbrook Capital, LLC | 0.00% | Add +5.6% | 75 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 75 | $27K |
| Leonteq Securities AG | 0.00% | New | 70 | $25K |
| Colonial Trust Co / SC | 0.00% | Add +255.6% | 64 | $23K |
| Creekmur Asset Management LLC | 0.00% | Reduce -21.8% | 61 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 60 | $21K |
| FWL Investment Management, LLC | 0.01% | No change | 55 | $20K |
| Transce3nd, LLC | 0.01% | — | 53 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 53 | $19K |
| Graney & King, LLC | 0.01% | — | 50 | $18K |
| Parkside Financial Bank & Trust | 0.00% | No change | 49 | $17K |
| Covestor Ltd | 0.01% | Add +2.1% | 48 | $17K |
| LGT Financial Advisors LLC | 0.04% | No change | 47 | $17K |
| Meeder Asset Management Inc. | 0.00% | Add +235.7% | 47 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $16K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -46.4% | 45 | $16K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 44 | $16K |
| Atala Financial Inc | 0.01% | — | 38 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 35 | $12K |
| Richardson Financial Services Inc. | 0.01% | Reduce -2.9% | 34 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 34 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 27 | $10K |
| Elequin Capital, LP | 0.00% | Reduce -57.8% | 27 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 24 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 24 | $9K |
| Mather Group, Llc. | 0.00% | No change | 23 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 22 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 22 | $8K |
| Bellwether Advisors, LLC | 0.00% | New | 21 | $7K |
| IAG Wealth Partners, LLC | 0.00% | No change | 20 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 20 | $7K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -14.3% | 18 | $6K |
| 2UniFi Bank | 0.00% | — | 15 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.3% | 15 | $5K |
| Addison Advisors LLC | 0.00% | New | 14 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $4K |
| Allworth Financial LP | 0.00% | Add +80.0% | 9 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -67.9% | 9 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 9 | $3K |
| NewSquare Capital LLC | 0.00% | New | 7 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 7 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 6 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 6 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 6 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 6 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 6 | $2K |
| Avion Wealth | 0.00% | Add +14.3% | 8 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 7 | $2K |
| Parvin Asset Management, LLC | 0.00% | — | 5 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 5 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 5 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $1K |
| Center for Financial Planning, Inc. | 0.00% | New | 4 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 4 | $1K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 4 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 3 | $1K |
| WealthTrak Capital Management LLC | 0.00% | — | 3 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -72.7% | 3 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $1K |
| Larson Financial Group LLC | 0.00% | New | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| PEAK6 LLC | 0.00% | — | 3 | $929 |
| WPG Advisers, LLC | 0.00% | — | 2 | $710 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $710 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 2 | $710 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $710 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $710 |
| Principia Wealth Advisory, LLC | 0.00% | — | 1 | $355 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $355 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $355 |
| Private Trust Co. NA | 0.00% | No change | 1 | $355 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $355 |
"% of holder's portfolio" is CW's weight in each manager's 13F, not the share of Curtiss-Wright Corp. the manager owns.