Curtiss-WrightCW

13F holders, Q1 2025 (March 31)
647holders +24
81new positions
55sold out
12famous investors
$317.22avg. 13F price*

At the end of Q1 2025, 647 institutions reported holding Curtiss-Wright Corp. (CW) in their 13F filings, up 24 from Q4 2024. 81 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Group Inc. ($1.1B) and State Street Corp. ($488.5M). 12 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Curtiss-Wright Corp.
CUSIP
231561101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 499Q1 2024Q2 2024: 539Q2 2024Q3 2024: 562Q3 2024Q4 2024: 623Q4 2024Q1 2025: 647Q1 2025Q2 2025: 741Q2 2025Q3 2025: 790Q3 2025Q4 2025: 838Q4 2025Q1 2026: 908Q1 2026Q2 2026: 950Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions81$208.6M
Exits55$188.4M

All 13F filers, Q4 2024 → Q1 2025: 2,905,005 shares bought and 3,105,541 shares sold, net −200,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 647 holders

BlackRock, Inc. 0.03% Reduce -0.1% 4,080,305 $1.3B
Vanguard Group Inc. 0.02% Reduce -0.3% 3,621,753 $1.1B
State Street Corp. 0.02% Add +1.5% 1,538,568 $488.5M
Invesco Ltd. 0.08% Reduce -2.1% 1,386,902 $440.0M
Geode Capital Management, LLC 0.02% Add +4.8% 779,592 $247.4M
Primecap Management Co. 0.19% Reduce -4.0% 740,180 $234.8M
TD Asset Management Inc 0.20% Reduce -10.0% 689,735 $218.8M
Van Eck Associates Corp. 0.27% Add +98.5% 661,361 $209.8M
Bank of New York Mellon Corp 0.03% Add +23.3% 552,893 $175.4M
Alliancebernstein L.P. 0.06% Reduce -11.2% 526,281 $167.0M
Norges Bank 0.02% Reduce -11.8% 501,846 $159.2M
William Blair Investment Management, LLC 0.43% Add +29.8% 485,212 $153.9M
Morgan Stanley 0.01% Add +0.5% 436,989 $138.6M
Congress Asset Management Co. 0.97% Reduce -7.3% 409,528 $129.9M
Dimensional Fund Advisors LP 0.03% Reduce -3.1% 374,672 $118.9M
Franklin Resources Inc. 0.03% Add +2.1% 354,468 $112.5M
Allspring Global Investments Holdings, LLC 0.19% Add +1.5% 343,513 $110.8M
UBS Group AG 0.02% Add +46.5% 328,583 $104.2M
Northern Trust Corp. 0.02% Reduce -1.6% 324,585 $103.0M
Brown Advisory Inc. 0.14% Reduce -21.3% 303,127 $96.2M
Driehaus Capital Management LLC 0.86% Reduce -3.1% 282,655 $89.7M
Ameriprise Financial Inc. 0.02% Reduce -4.5% 281,553 $89.3M
American Century Companies Inc. 0.05% Reduce -35.7% 281,004 $89.2M
AQR Capital Management 0.08% Add +25.6% 266,445 $81.8M
Charles Schwab Investment Management Inc. 0.01% Add +6.2% 251,874 $79.9M
Silvercrest Asset Management Group LLC 0.57% Reduce -13.3% 251,370 $79.8M
Principal Financial Group Inc. 0.04% Reduce -4.7% 247,374 $78.5M
ArrowMark Colorado Holdings LLC 1.20% Add +14.3% 234,318 $74.3M
Nuveen, LLC 0.02% — 221,756 $70.4M
Goldman Sachs Group Inc. 0.01% Add +10.6% 213,101 $67.6M
TimesSquare Capital Management, LLC 1.02% Add +13.0% 199,012 $63.1M
First Trust Advisors LP 0.06% Add +249.2% 197,350 $62.6M
Clark Capital Management Group, Inc. 0.45% Reduce -2.3% 196,451 $62.3M
FMR LLC 0.00% Add +12.5% 192,277 $61.0M
Wellington Management Group LLP 0.01% Add +5.3% 189,250 $60.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.8% 183,623 $58.3M
T. Rowe Price Associates Inc. 0.01% Reduce -41.2% 180,505 $57.3M
Wedge Capital Management L L P 1.08% New 175,368 $55.6M
JPMorgan Chase & Co. 0.00% Add +12.8% 173,217 $55.0M
Fiera Capital Corp 0.18% Reduce -0.3% 157,944 $50.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +8.3% 155,188 $49.2M
Millennium Management 0.05% Add +135.0% 154,158 $48.9M
Envestnet Asset Management Inc. 0.02% Reduce -5.2% 151,292 $48.0M
Munro Partners 2.27% Reduce -29.4% 150,858 $47.9M
Fayez Sarofim & Co 0.12% No change 148,092 $47.0M
Bank of America Corp. 0.00% Add +22.6% 147,408 $46.8M
GMO 0.14% Add +445.2% 144,735 $45.9M
GAMCO Investors 0.50% Reduce -2.1% 142,813 $45.3M
Blair William & Co. 0.13% Add +53.3% 130,787 $41.5M
Systematic Financial Management LP 1.17% Reduce -8.0% 129,224 $41.0M
Hardman Johnston Global Advisors LLC 1.85% Reduce -1.9% 122,105 $38.7M
Two Sigma Investments, LP 0.09% Reduce -15.2% 118,426 $37.6M
Global Alpha Capital Management Ltd. 2.72% Add +40.6% 117,597 $37.3M
Fisher Asset Management 0.02% Add +9.0% 113,158 $35.9M
Public Employees Retirement Association of Colorado 0.15% Reduce -3.9% 112,727 $35.8M
Boston Partners 0.04% Reduce -87.5% 112,074 $35.6M
Balyasny Asset Management L.P. 0.09% Add +184.0% 110,513 $35.1M
Deutsche Bank AG 0.01% Reduce -3.0% 109,377 $34.7M
California Public Employees Retirement System 0.02% Reduce -0.2% 109,091 $34.6M
Rhumbline Advisers 0.03% Reduce -1.5% 107,793 $34.2M
Gabelli Funds LLC 0.26% Reduce -3.2% 104,536 $33.2M
CI Investments Inc. 0.14% Reduce -24.5% 101,564 $32.2M
Sei Investments Co. 0.04% Add +12.6% 94,602 $30.0M
Bank of Nova Scotia 0.07% Add +2460.9% 91,500 $29.0M
Lord, Abbett & Co. LLC 0.11% Reduce -8.3% 90,924 $28.8M
Curi Capital, LLC 0.69% Reduce -1.1% 88,290 $28.0M
Retirement Systems of Alabama 0.11% Reduce -0.3% 87,606 $27.8M
Panagora Asset Management Inc. 0.14% Reduce -0.2% 86,834 $27.5M
Epoch Investment Partners, Inc. 0.13% Reduce -63.6% 80,388 $25.5M
Rockefeller Capital Management L.P. 0.06% Reduce -8.1% 79,722 $25.3M
Bessemer Group Inc. 0.04% Add +4.1% 79,035 $25.1M
Legal & General Group Plc 0.01% Reduce -1.0% 77,737 $24.7M
Swiss National Bank 0.02% Reduce -2.4% 73,500 $23.3M
Two Sigma Advisers, LP 0.05% Add +5.0% 71,500 $22.7M
Raymond James Financial Inc. 0.01% Reduce -22.3% 68,950 $21.9M
Wells Fargo & Company 0.01% Reduce -9.7% 68,164 $21.6M
BNP Paribas Financial Markets 0.02% Add +250.4% 67,848 $21.5M
Qube Research & Technologies Ltd 0.03% New 67,618 $21.5M
Woodline Partners LP 0.14% Add +53.8% 67,227 $21.3M
Tudor Investment Corporation 0.19% New 66,565 $21.1M
CIBC Private Wealth Group LLC 0.04% Add +61.1% 71,824 $21.0M
FIL Ltd 0.02% Reduce -67.3% 65,202 $20.7M
Tidal Investments LLC 0.17% Reduce -17.2% 63,366 $20.1M
National Bank of Canada 0.02% Add +25.7% 63,277 $20.1M
Vident Advisory, LLC 0.28% Add +142.0% 61,414 $19.5M
Whittier Trust Co. 0.27% Add +1.8% 60,472 $19.2M
Martingale Asset Management L P 0.49% Reduce -3.9% 60,291 $19.1M
Renaissance Technologies 0.03% Add +69.0% 59,000 $18.7M
D. E. Shaw & Co. 0.02% Add +895.2% 58,328 $18.5M
New York State Common Retirement Fund 0.03% Reduce -23.8% 57,371 $18.2M
Lazard Asset Management LLC 0.03% Add +132.2% 56,245 $17.8M
State of Wisconsin Investment Board 0.04% Reduce -0.7% 54,815 $17.4M
Macquarie Group Ltd. 0.02% Reduce -19.8% 54,374 $17.3M
New York State Teachers Retirement System 0.04% Reduce -2.2% 52,606 $16.7M
CW Advisors, LLC 0.20% Reduce -5.6% 52,537 $16.7M
GHP Investment Advisors, Inc. 0.80% Reduce -3.8% 52,401 $16.6M
Algert Global LLC 0.40% No change 50,658 $16.1M
Citigroup Inc. 0.01% Reduce -2.5% 50,241 $15.9M
Financial Counselors Inc. 0.24% Reduce -5.1% 48,824 $15.5M
Man Group plc 0.05% Add +2199.2% 48,674 $15.4M
Running Oak Capital LLC 1.86% Add +14.7% 48,622 $15.4M
Verition Fund Management LLC 0.09% Add +699.7% 46,869 $14.9M
Cadinha & Co. LLC 3.10% Reduce -34.0% 45,544 $14.4M
Cubist Systematic Strategies, LLC 0.19% New 45,171 $14.3M
Voya Investment Management LLC 0.02% Add +114.5% 44,697 $14.2M
Victory Capital Management Inc. 0.01% Reduce -12.7% 43,881 $13.9M
Jump Financial, LLC 0.20% New 41,900 $13.3M
Corebridge Financial, Inc. 0.08% Reduce -3.1% 41,600 $13.2M
Gotham Asset Management 0.11% Add +110.4% 41,528 $13.2M
Fort Washington Investment Advisors Inc. 0.08% Reduce -0.4% 40,946 $13.0M
ArchPoint Investors 4.15% Reduce -0.3% 39,800 $12.6M
Barclays PLC 0.01% Reduce -49.2% 39,653 $12.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -0.2% 39,385 $12.5M
Stifel Financial Corp. 0.01% Reduce -31.3% 38,124 $12.1M
Schonfeld Strategic Advisors LLC 0.08% Add +167.3% 37,486 $11.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -1.6% 37,346 $11.8M
State Board of Administration of Florida Retirement System 0.02% No change 37,340 $11.8M
Amundi 0.00% Add +104.3% 38,783 $11.7M
Credit Agricole S A 0.04% Add +6.1% 36,146 $11.5M
Eagle Global Advisors LLC 0.47% No change 36,124 $11.5M
HWG Holdings LP 5.02% Reduce -0.7% 35,469 $11.3M
California State Teachers Retirement System 0.01% Reduce -1.1% 35,420 $11.2M
LPL Financial LLC 0.00% Add +36.9% 34,311 $10.9M
Quantinno Capital Management LP 0.07% Add +35.6% 33,255 $10.6M
Point72 Asset Management 0.03% Reduce -65.8% 33,172 $10.5M
Prudential Financial Inc. 0.01% Add +3.6% 29,248 $10.5M
Voloridge Investment Management, LLC 0.04% New 32,647 $10.4M
Thrivent Financial for Lutherans 0.02% Add +47.1% 32,481 $10.3M
Hantz Financial Services, Inc. 0.18% Reduce -3.4% 32,187 $10.2M
Trexquant Investment LP 0.12% Reduce -23.6% 32,017 $10.2M
State of Alaska, Department of Revenue 0.11% Add +3.5% 31,482 $10.0M
Smith Salley Wealth Management 0.65% Add +0.6% 31,401 $10.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.2% 30,613 $9.7M
Aptus Capital Advisors, LLC 0.11% Add +12.7% 30,542 $9.7M
Kingdon Capital Management, L.L.C. 1.97% Reduce -14.3% 30,000 $9.5M
Natixis Advisors, LLC 0.02% Reduce -3.1% 28,996 $9.2M
Teacher Retirement System of Texas 0.04% Reduce -18.7% 28,531 $9.1M
Prospector Partners LLC 1.04% Reduce -47.7% 28,316 $9.0M
Marks Group Wealth Management, Inc 0.85% Add +3.2% 27,824 $8.8M
Whittier Trust Co. of Nevada Inc. 0.22% Add +5.2% 26,912 $8.5M
Nordea Investment Management AB 0.01% Add +4.3% 27,035 $8.4M
Frontier Capital Management Co. LLC 0.09% Reduce -3.0% 25,081 $8.0M
Daiwa Securities Group Inc. 0.03% Add +106.3% 24,469 $7.8M
Candelo Capital Management LP 7.41% Add +9.0% 24,355 $7.7M
Bourgeon Capital Management LLC 1.68% New 24,192 $7.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.7% 24,120 $7.7M
Appleton Partners Inc. 0.59% Add +72.1% 24,109 $7.6M
Bahl & Gaynor LLC 0.04% Reduce -8.2% 23,553 $7.5M
Comerica Bank 0.03% Add +52.3% 23,552 $7.5M
Susquehanna Fundamental Investments, LLC 0.12% Reduce -47.4% 23,240 $7.4M
Townsquare Capital LLC 0.08% Reduce -1.1% 22,991 $7.3M
Commonwealth Equity Services, LLC 0.01% Add +1.1% 22,101 $7.0M
Captrust Financial Advisors 0.02% Reduce -21.9% 21,953 $7.0M
South Dakota Investment Council 0.14% Reduce -7.8% 21,865 $6.9M
Bridgewater Associates 0.03% New 21,323 $6.8M
Russell Investments Group, Ltd. 0.01% Add +13.0% 20,930 $6.6M
MetLife Investment Management, LLC 0.04% Reduce -2.2% 20,922 $6.6M
Neuberger Berman Group LLC 0.01% Reduce -48.2% 20,689 $6.6M
Engineers Gate Manager LP 0.11% Add +175.9% 19,896 $6.3M
Covea Finance 0.29% Reduce -29.4% 19,700 $6.3M
Cetera Investment Advisers 0.01% Add +17.5% 19,637 $6.2M
Mutual of America Capital Management LLC 0.07% Reduce -3.3% 19,382 $6.1M
Royal Bank of Canada 0.00% Reduce -45.8% 19,284 $6.1M
Burney Co./ 0.21% Reduce -34.5% 18,380 $5.8M
O'shaughnessy Asset Management, LLC 0.05% Reduce -16.1% 18,060 $5.7M
Amalgamated Bank 0.05% Reduce -4.6% 17,752 $5.6M
State of Tennessee, Department of Treasury 0.02% No change 17,536 $5.6M
Treasurer of the State of North Carolina 0.02% Add +4.0% 17,452 $5.5M
Advisors Asset Management, Inc. 0.10% Add +13.6% 16,727 $5.3M
Janus Henderson Group PLC 0.00% Reduce -5.2% 16,591 $5.3M
Aquatic Capital Management LLC 0.13% New 16,573 $5.3M
BI Asset Management Fondsmaeglerselskab A/S 0.06% New 16,382 $5.2M
Citadel Advisors 0.01% Reduce -33.0% 16,164 $5.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +268.5% 16,097 $5.1M
Scopus Asset Management, L.P. 0.18% Add +160.1% 15,675 $5.0M
Point72 Hong Kong Ltd 0.35% New 15,260 $4.8M
Texas Yale Capital Corp. 0.20% Add +0.0% 15,210 $4.8M
Beese Fulmer Investment Management, Inc. 0.39% Reduce -2.9% 14,335 $4.5M
Ensign Peak Advisors, Inc 0.01% No change 14,186 $4.5M
Truist Financial Corp. 0.01% Reduce -0.9% 14,099 $4.5M
Tribune Investment Group LP 2.55% New 14,000 $4.4M
HSBC Holdings PLC 0.00% Add +249.6% 14,008 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% Add +0.6% 13,810 $4.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +11.3% 13,771 $4.4M
Intech Investment Management LLC 0.04% Add +104.1% 13,359 $4.2M
MML Investors Services, LLC 0.01% Add +19.0% 13,268 $4.2M
Dorsey Wright & Associates 1.06% Add +1.1% 13,104 $4.2M
Bokf, NA 0.07% Add +42.2% 12,799 $4.1M
Nebula Research & Development LLC 0.37% New 12,719 $4.0M
Public Employees Retirement System of Ohio 0.01% Reduce -9.7% 12,624 $4.0M
Orion Porfolio Solutions, LLC 0.04% Add +3.9% 12,476 $4.0M
Orion Portfolio Solutions, LLC 0.04% Add +3.9% 12,476 $4.0M
Kestra Investment Management, LLC 0.08% Add +146.9% 12,272 $3.9M
Cardinal Capital Management 0.59% Add +1.4% 11,975 $3.8M
State of New Jersey Common Pension Fund D 0.02% Reduce -1.8% 11,924 $3.8M
HighTower Advisors, LLC 0.01% Reduce -6.9% 11,872 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% No change 11,817 $3.7M
ING Groep NV 0.03% Add +47.5% 11,800 $3.7M
TD Waterhouse Canada Inc. 0.03% Reduce -3.6% 11,616 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -3.3% 11,556 $3.7M
STRS Ohio 0.02% Reduce -22.7% 11,509 $3.7M
Sandler Capital Management 1.17% Reduce -49.5% 11,312 $3.6M
Quantbot Technologies LP 0.11% New 11,030 $3.5M
Arizona State Retirement System 0.02% Reduce -2.1% 10,886 $3.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% — 10,720 $3.4M
Rodgers Brothers Inc. 0.44% Add +4.5% 10,515 $3.3M
Louisiana State Employees Retirement System 0.07% No change 10,500 $3.3M
Inspire Investing, LLC 0.39% Add +1.7% 10,258 $3.3M
KLP Kapitalforvaltning As 0.02% Add +1.0% 10,000 $3.2M
Magnetar Financial LLC 0.05% Add +1646.1% 10,005 $3.2M
Advantage Alpha Capital Partners LP 0.76% Reduce -18.4% 9,816 $3.1M
Rafferty Asset Management, LLC 0.01% Reduce -11.7% 9,346 $3.0M
Strategic Global Advisors, LLC 0.57% New 9,082 $2.9M
State of Michigan Retirement System 0.02% Add +1.1% 9,061 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.4% 9,002 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +5.4% 8,955 $2.8M
Osaic Holdings, Inc. 0.01% Reduce -40.6% 8,654 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +47.1% 8,641 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -61.1% 8,506 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.7% 8,373 $2.7M
Ethic Inc. 0.05% Add +2.0% 8,150 $2.6M
Oppenheimer Asset Management Inc. 0.03% Reduce -7.4% 8,276 $2.6M
Element Capital Management LLC 0.65% New 8,267 $2.6M
DNB Asset Management AS 0.01% Add +896.4% 8,240 $2.6M
Hancock Whitney Corp. 0.09% Add +3.8% 8,225 $2.6M
Elevatus Welath Management 1.48% No change 8,225 $2.6M
Campbell Newman Asset Management Inc. 0.22% Reduce -0.5% 8,135 $2.6M
Ameritas Investment Partners, Inc. 0.09% Reduce -2.3% 8,110 $2.6M
New Age Alpha Advisors, LLC 0.11% Reduce -71.6% 7,859 $2.5M
New Mexico Educational Retirement Board 0.09% No change 7,800 $2.5M
US Bancorp \de 0.00% Reduce -9.7% 7,786 $2.5M
Danske Bank A/S 0.01% Add +74.2% 7,729 $2.5M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.8% 7,696 $2.4M
Vest Financial, LLC 0.04% New 7,636 $2.4M
Radnor Capital Management, LLC 0.40% Add +2.2% 7,582 $2.4M
Voleon Capital Management LP 0.18% Add +198.9% 7,375 $2.3M
Cerity Partners LLC 0.00% Add +2.9% 7,298 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.1% 6,928 $2.2M
Chilton Investment Co. Inc. 0.05% Add +2.6% 6,882 $2.2M
Illinois Municipal Retirement Fund 0.03% No change 6,777 $2.2M
Assetmark, Inc. 0.01% Reduce -1.3% 6,689 $2.1M
Park Avenue Securities LLC 0.02% Add +13.8% 6,392 $2.0M
Utah Retirement Systems 0.02% No change 6,301 $2.0M
Point72 (DIFC) Ltd 0.19% Add +1250.4% 6,266 $2.0M
Nicholas Investment Partners, LP 0.23% Add +0.3% 6,194 $2.0M
Level Four Advisory Services, LLC 0.08% Reduce -0.9% 6,077 $1.9M
Allianz Asset Management GmbH 0.00% New 6,070 $1.9M
M&T Bank Corp 0.01% Reduce -3.9% 5,924 $1.9M
Shilanski & Associates, Inc. 0.58% Add +5.4% 5,908 $1.9M
Pictet Asset Management Holding SA 0.00% Add +5.4% 5,627 $1.8M
Bank of Montreal 0.00% Add +4.2% 5,612 $1.8M
Graham Capital Management, L.P. 0.08% Add +38.1% 5,596 $1.8M
WCM Investment Management, LLC 0.00% Add +0.8% 5,561 $1.8M
Freemont Management S.A. 0.64% Reduce -8.9% 5,100 $1.6M
Legacy Wealth Asset Management, LLC 0.45% Reduce -7.7% 5,087 $1.6M
Acadian Asset Management LLC 0.00% Add +336.1% 5,046 $1.6M
Norden Group LLC 0.17% Reduce -23.6% 4,771 $1.5M
Fox Run Management, L.L.C. 0.23% Add +320.4% 4,755 $1.5M
Private Advisor Group, LLC 0.01% Add +38.6% 4,721 $1.5M
Commerce Bank 0.01% Add +7.8% 4,702 $1.5M
Federated Hermes, Inc. 0.00% Reduce -0.3% 4,683 $1.5M
Linden Thomas Advisory Services, LLC 0.19% Add +9.0% 4,591 $1.5M
Quadrature Capital Ltd 0.03% New 4,529 $1.4M
KCM Investment Advisors LLC 0.05% New 4,518 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Add +7.3% 4,506 $1.4M
Alliance Wealth Advisors, LLC 0.37% Add +1.0% 4,505 $1.4M
Canada Pension Plan Investment Board 0.00% Add +309.1% 4,500 $1.4M
Robeco Institutional Asset Management B.V. 0.00% Add +147.7% 4,441 $1.4M
Atria Investments, Inc 0.02% Reduce -2.9% 4,395 $1.4M
Xponance LLC 0.01% Add +1.4% 4,381 $1.4M
Centiva Capital, LP 0.08% Add +97.2% 4,331 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -2.4% 4,297 $1.4M
Creative Planning 0.00% Add +8.3% 4,272 $1.4M
Diversify Wealth Management, LLC 0.10% Add +37.1% 3,967 $1.3M
Redwood Investment Management, LLC 0.14% New 4,153 $1.3M
Occudo Quantitative Strategies LP 0.18% New 4,157 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -6.0% 4,109 $1.3M
Sterling Capital Management LLC 0.02% Add +0.9% 4,014 $1.3M
Ritholtz Wealth Management 0.04% Add +7.6% 4,012 $1.3M
Principal Securities, Inc. 0.03% No change 3,574 $1.3M
Ieq Capital, LLC 0.01% Add +396.8% 3,974 $1.3M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +36.6% 3,915 $1.2M
Federation des caisses Desjardins du Quebec 0.01% Add +36.9% 3,899 $1.2M
Quantum Portfolio Management LLC 0.62% Reduce -3.9% 3,879 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +98.4% 3,664 $1.2M
Janney Montgomery Scott LLC 0.00% Add +37.7% 3,652 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.29% No change 3,652 $1.2M
Mariner, LLC 0.00% Add +2.2% 3,586 $1.1M
Wellington Shields Capital Management, LLC 0.20% No change 3,550 $1.1M
Pinebridge Investments, L.P. 0.01% Reduce -66.2% 3,386 $1.1M
Entropy Technologies, LP 0.10% New 3,338 $1.1M
ABN AMRO Bank N.V. 0.01% New 3,310 $1.0M
Rice Hall James & Associates, LLC 0.06% Add +0.4% 3,198 $1.0M
Williamson Legacy Group, LLC 0.92% Add +1.3% 3,039 $964K
Value Holdings Management Co. LLC 0.18% No change 3,000 $952K
Capital Management Associates 1.86% No change 3,000 $952K
Lisanti Capital Growth, LLC 0.28% Reduce -49.0% 2,925 $928K
Corient Private Wealth LP 0.00% Reduce -70.1% 2,918 $926K
DDFG, Inc 0.25% No change 2,860 $907K
Securian Asset Management, Inc. 0.03% No change 2,844 $902K
Vestcor Inc 0.03% No change 2,828 $897K
Hudson Edge Investment Partners Inc. 0.18% Add +4.6% 2,777 $881K
Lindenwold Advisors, INC 0.48% Reduce -1.6% 2,741 $870K
Viawealth, LLC 0.52% Reduce -7.9% 2,647 $840K
Sherbrooke Park Advisers LLC 0.37% Add +246.4% 2,536 $805K
Fuller & Thaler Asset Management, Inc. 0.00% Add +52.3% 2,534 $804K
Natixis 0.00% Reduce -9.0% 2,564 $800K
SG Americas Securities, LLC 0.00% Add +616.8% 2,473 $785K
Los Angeles Capital Management LLC 0.00% Reduce -80.7% 2,464 $782K
United Services Automobile Association 0.02% New 2,445 $775K
Benjamin Edwards Inc. 0.01% Add +3.4% 2,431 $771K
&partners 0.01% Add +20.6% 2,423 $768K
Elevation Point Wealth Partners, LLC 0.07% Reduce -15.7% 2,401 $762K
Glenmede Trust Co. NA 0.00% Add +0.1% 2,394 $760K
S&co Inc. 0.05% No change 2,372 $752K
Portside Wealth Group, LLC 0.12% Add +7.0% 2,282 $724K
Weik Capital Management 0.28% No change 2,200 $698K
Keybank National Association 0.00% Reduce -5.6% 2,199 $698K
Bayesian Capital Management, LP 0.12% New 2,196 $697K
Shell Asset Management Co. 0.03% Reduce -5.0% 2,181 $692K
Integrated Wealth Concepts LLC 0.01% Add +21.5% 2,178 $691K
NWF Advisory Services Inc. 0.10% Reduce -0.3% 2,154 $683K
Crossmark Global Holdings, Inc. 0.01% Reduce -25.6% 2,153 $683K
Redmont Wealth Advisors LLC 1.33% Reduce -13.3% 2,151 $682K
CCG Wealth Management, LLC 0.40% Reduce -0.1% 2,125 $674K
First Eagle Investment Management, LLC 0.00% Reduce -93.2% 2,100 $666K
Avantax Advisory Services, Inc. 0.00% Add +11.1% 2,090 $663K
Point72 Asia (Singapore) Pte. Ltd. 0.17% Add +48.6% 2,085 $662K
Baird Financial Group, Inc. 0.00% Reduce -4.0% 2,038 $647K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -38.8% 2,030 $644K
Campbell & CO Investment Adviser LLC 0.05% New 2,008 $637K
Regions Financial Corp. 0.00% Add +0.3% 2,002 $635K
Corient IA LP 0.45% — 2,000 $635K
Greenwood Capital Associates LLC 0.08% Reduce -33.6% 1,944 $617K
Coldstream Capital Management Inc. 0.01% Add +3.4% 1,936 $614K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -3.3% 1,934 $614K
Caprock Group, LLC 0.02% Add +103.9% 1,931 $613K
Cwm, LLC 0.00% Add +30.7% 1,909 $606K
Yarbrough Capital, LLC 0.03% No change 1,876 $595K
Farther Finance Advisors, LLC 0.02% Add +5.3% 1,832 $591K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -6.4% 1,819 $577K
Maryland State Retirement & Pension System 0.01% Reduce -12.4% 1,783 $566K
Burgundy Asset Management Ltd. 0.01% Add +5.1% 1,783 $566K
Jane Street Group, LLC 0.00% Reduce -94.1% 1,755 $557K
Inceptionr LLC 0.17% Reduce -11.1% 1,744 $553K
DekaBank Deutsche Girozentrale 0.00% Reduce -8.5% 1,732 $543K
Brookwood Investment Group LLC 0.09% — 1,706 $541K
Mackenzie Financial Corp. 0.00% New 1,691 $537K
Founders Financial Alliance, LLC 0.13% No change 1,682 $534K
KBC Group NV 0.00% Add +9.6% 1,673 $531K
Kestra Advisory Services, LLC 0.00% Add +6.6% 1,662 $527K
Gsa Capital Partners LLP 0.05% New 1,662 $527K
Diversified Trust Co. 0.01% New 1,656 $525K
VestGen Investment Management 0.39% Reduce -3.4% 1,622 $515K
Diversify Advisory Services, LLC 0.03% Add +24.7% 1,498 $510K
ProShare Advisors LLC 0.00% Reduce -9.7% 1,603 $509K
1832 Asset Management L.P. 0.00% New 1,529 $485K
DAVENPORT & Co LLC 0.00% Add +27.2% 1,519 $482K
Nisa Investment Advisors, LLC 0.00% Reduce -9.1% 1,504 $477K
Snowden Capital Advisors LLC 0.02% Reduce -7.7% 1,501 $477K
Wolverine Asset Management LLC 0.04% New 1,500 $476K
Choreo, LLC 0.01% Reduce -13.4% 1,484 $471K
Banque Cantonale Vaudoise 0.02% — 1,484 $471K
HMS Capital Management, LLC 0.26% Reduce -0.6% 1,610 $464K
Dynamic Technology Lab Private Ltd 0.07% New 1,460 $463K
Kestra Private Wealth Services, LLC 0.01% Add +75.5% 1,451 $460K
Cetera Trust Company, N.A 0.29% No change 1,445 $458K
Great Lakes Advisors, LLC 0.00% Reduce -1.6% 1,442 $458K
Oak Associates Ltd. 0.03% No change 1,434 $455K
Hilltop Holdings Inc. 0.03% Add +6.3% 1,406 $446K
Yorktown Management & Research Co Inc 0.48% No change 1,400 $444K
Central Pacific Bank - Trust Division 0.06% No change 1,380 $438K
Transcend Capital Advisors, LLC 0.03% Add +25.5% 1,369 $434K
Fifth Third Wealth Advisors LLC 0.02% Add +0.1% 1,369 $434K
Shelton Capital Management 0.01% Reduce -5.7% 1,362 $432K
MAI Capital Management 0.00% Reduce -0.8% 1,361 $432K
4WEALTH Advisors, Inc. 0.48% No change 1,361 $432K
Sanctuary Advisors, LLC 0.00% Reduce -10.3% 1,350 $428K
Olympiad Research LP 0.50% New 1,347 $427K
Tower Research Capital LLC (TRC) 0.01% Reduce -56.8% 1,338 $425K
Arete Wealth Advisors, LLC 0.03% Reduce -3.2% 1,328 $421K
Trail Ridge Investment Advisors, LLC 0.22% Add +4.3% 1,326 $421K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -21.0% 1,320 $419K
Olde Wealth Management, LLC 0.15% No change 1,316 $417K
Mutual Advisors, LLC 0.01% Add +15.7% 1,228 $416K
Mercer Global Advisors Inc. 0.00% Add +19.3% 1,305 $414K
Polymer Capital Management (US) LLC 0.12% New 1,301 $413K
McGowan Group Asset Management, Inc. 0.05% Reduce -7.3% 1,275 $405K
Prelude Capital Management, LLC 0.04% Add +113.3% 1,271 $403K
Lakeridge Wealth Management LLC 0.20% No change 1,257 $399K
First Commonwealth Financial Corp 0.09% No change 1,253 $398K
PharVision Advisers, LLC 0.54% New 1,230 $390K
Forum Financial Management, LP 0.01% Add +0.3% 1,221 $387K
Focus Partners Advisor Solutions, LLC 0.01% Add +113.5% 1,217 $386K
Moneta Group Investment Advisors LLC 0.01% Reduce -6.3% 1,209 $384K
Lido Advisors, LLC 0.00% Reduce -5.1% 1,208 $384K
Miramar Capital, LLC 0.09% Reduce -7.8% 1,190 $378K
MQS Management LLC 0.22% New 1,186 $376K
CIBC Asset Management Inc 0.00% Add +2.1% 1,185 $376K
AMG National Trust Bank 0.01% No change 1,168 $371K
OneDigital Investment Advisors LLC 0.00% Add +10.8% 1,165 $370K
Bellecapital International Ltd. 0.07% Reduce -27.9% 1,162 $369K
Confluence Investment Management LLC 0.01% No change 1,160 $368K
Counterpoint Mutual Funds LLC 0.05% New 1,152 $365K
Vontobel Holding Ltd. 0.00% Add +100.3% 1,140 $362K
International Assets Investment Management, LLC 0.03% Reduce -6.9% 1,139 $361K
Edmond DE Rothschild Holding S.A. 0.01% Add +150.7% 1,123 $356K
Squarepoint Ops LLC 0.00% Add +23.3% 1,115 $354K
Jefferies Financial Group Inc. 0.01% Add +20.1% 1,103 $350K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.8% 1,100 $349K
Alps Advisors Inc. 0.00% Reduce -5.2% 1,090 $346K
Merit Financial Group, LLC 0.01% Add +83.3% 1,083 $344K
Linscomb Wealth, Inc. 0.02% No change 1,081 $343K
Composition Wealth, LLC 0.01% New 1,077 $342K
Bridgefront Capital, LLC 0.10% New 1,072 $340K
R Squared Ltd 0.36% New 1,050 $333K
Atria Wealth Solutions, Inc. 0.00% Reduce -41.1% 1,043 $331K
Guggenheim Capital LLC 0.00% Reduce -12.3% 1,041 $330K
Gladstone Institutional Advisory LLC 0.02% Reduce -7.1% 1,025 $325K
Two Sigma Securities, LLC 0.05% Add +13.9% 1,022 $324K
Meeder Advisory Services, Inc. 0.02% Reduce -6.3% 1,017 $323K
Sound View Wealth Advisors Group, LLC 0.03% No change 1,015 $322K
Twinbeech Capital LP 0.01% New 1,014 $322K
Toronto Dominion Bank 0.00% Add +14.2% 1,012 $321K
Asset Management One Co., Ltd. 0.00% New 1,009 $320K
Avantax Planning Partners, Inc. 0.01% No change 1,003 $318K
Alexander Labrunerie & Co., Inc. 0.14% No change 1,000 $317K
Schroder Investment Management Group 0.00% New 988 $313K
Cresset Asset Management, LLC 0.00% Reduce -40.5% 985 $313K
Asset Management Group, Inc. 0.06% No change 984 $312K
Penobscot Investment Management Company, Inc. 0.03% No change 980 $311K
Foundations Investment Advisors, LLC 0.01% No change 977 $310K
EP Wealth Advisors, LLC 0.00% Add +1.4% 964 $306K
Lingohr Asset Management GmbH 0.08% New 957 $304K
HB Wealth Management, LLC 0.00% New 955 $303K
Aigen Investment Management, LP 0.05% New 951 $302K
New Hampshire Trust 0.07% Reduce -2.2% 950 $301K
Heartwood Wealth Advisors LLC 0.03% Reduce -5.0% 950 $301K
Fifth Third Bancorp 0.00% Add +8.1% 934 $296K
Grove Street Fiduciary, LLC 0.15% No change 926 $294K
Profund Advisors LLC 0.01% Reduce -2.0% 920 $292K
Independent Advisor Alliance 0.01% Reduce -2.5% 911 $289K
Csenge Advisory Group 0.02% Reduce -1.7% 905 $288K
World Investment Advisors 0.01% New 906 $288K
Canandaigua National Bank & Trust Co. 0.03% Reduce -36.7% 905 $287K
Cornerstone Investment Partners, LLC 0.01% Reduce -1.4% 905 $287K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -2.8% 900 $286K
Main Street Research LLC 0.02% No change 888 $282K
IFP Advisors, Inc 0.01% Add +17.4% 879 $279K
Legacy Capital Group California, Inc. 0.10% Reduce -81.6% 878 $279K
Morey & Quinn Wealth Partners, LLC 0.23% No change 871 $276K
Quent Capital, LLC 0.03% Add +0.6% 870 $276K
MeadowBrook Investment Advisors LLC 0.26% Reduce -17.4% 864 $274K
Modern Wealth Management, LLC 0.01% Add +0.3% 851 $270K
Triasima Portfolio Management inc. 0.05% No change 850 $270K
Evergreen Capital Management LLC 0.01% New 847 $269K
Thomasville National Bank 0.02% No change 840 $267K
CenterBook Partners LP 0.02% New 839 $266K
Jackson Creek Investment Advisors LLC 0.08% New 828 $263K
Lanark Financial, Inc. 0.02% — 829 $263K
Trust Point Inc. 0.02% Reduce -55.5% 823 $261K
Mgo One Seven LLC 0.01% Reduce -32.7% 822 $261K
GAMMA Investing LLC 0.02% Add +41.8% 818 $260K
Wealthspan Partners, LLC 0.12% No change 800 $254K
Duncker Streett & Co. Inc. 0.05% No change 800 $254K
State of Wyoming 0.03% Add +48.0% 799 $253K
Burns Matteson Capital Management, LLC 0.14% Add +33.5% 797 $253K
Personal Cfo Solutions, LLC 0.05% Add +28.6% 786 $249K
Gibbs Wealth Management 0.06% New 783 $248K
Ramirez Asset Management, Inc. 0.05% No change 771 $245K
Ellevest, Inc. 0.02% Add +4.1% 769 $244K
Prosperity Wealth Management, Inc. 0.11% No change 763 $242K
Fullcircle Wealth LLC 0.10% New 715 $242K
IFG Advisory, LLC 0.01% Add +21.6% 759 $241K
Sowell Financial Services LLC 0.01% New 758 $240K
WoodTrust Financial Corp 0.03% New 750 $238K
Compound Planning, Inc. 0.01% Add +10.2% 744 $236K
PFG Investments, LLC 0.02% No change 741 $235K
Claret Asset Management Corp 0.05% Add +0.1% 737 $234K
Greenleaf Trust 0.00% Add +6.8% 736 $234K
Kathmere Capital Management, LLC 0.02% Add +0.6% 735 $233K
Ascent Group, LLC 0.01% Add +3.1% 735 $233K
Intrust Bank NA 0.02% Add +1.5% 731 $232K
Pallas Capital Advisors LLC 0.01% New 731 $232K
QRG Capital Management, Inc. 0.00% Add +7.8% 720 $228K
Aaron Wealth Advisors LLC 0.03% Reduce -7.4% 717 $227K
Manchester Capital Management LLC 0.03% Add +19.7% 710 $225K
Picton Mahoney Asset Management 0.01% Add +10.2% 705 $224K
Oak Thistle LLC 0.05% New 706 $224K
AlphaQuest LLC 0.02% Add +605.0% 705 $224K
Wallace Advisory Group, LLC 0.15% Reduce -1.1% 626 $222K
FSM Wealth Advisors, LLC 0.05% Add +20.0% 695 $221K
Bryant Woods Investment Advisors, LLC 0.11% No change 692 $220K
IHT Wealth Management, LLC 0.01% Add +0.9% 686 $218K
LaFleur & Godfrey LLC 0.03% No change 685 $217K
Summit Financial, LLC 0.01% Reduce -3.8% 680 $216K
Pinnacle Financial Partners Inc 0.00% No change 674 $214K
Pennsylvania Capital Management Inc. 0.08% Reduce -0.3% 669 $212K
Altshuler Shaham Ltd 0.01% Add +239.8% 666 $211K
Anb Bank 0.09% New 664 $211K
Moody National Bank Trust Division 0.02% No change 654 $207K
Mission Wealth Management, LP 0.01% New 650 $206K
Focus Partners Wealth 0.00% Reduce -4.6% 649 $206K
Atwood & Palmer Inc. 0.01% No change 648 $206K
Boothbay Fund Management, LLC 0.01% Add +4.9% 646 $205K
HM Payson & Co. 0.00% No change 645 $205K
Dakota Wealth Management 0.00% Reduce -5.6% 636 $202K
Princeton Global Asset Management LLC 0.04% No change 630 $200K
Spectrum Wealth Counsel, LLC 0.02% No change 608 $193K
Montag A & Associates Inc. 0.01% No change 592 $188K
Versant Capital Management, Inc 0.03% Add +326.7% 559 $177K
Quadrant Capital Group LLC 0.01% Add +45.3% 552 $175K
Clearstead Advisors, LLC 0.00% Add +6.5% 527 $167K
Oakworth Capital, Inc. 0.01% No change 513 $163K
Pacifica Partners Inc. 0.07% No change 500 $151K
Quarry LP 0.04% New 473 $150K
Signaturefd, LLC 0.00% Add +10.3% 473 $150K
Globeflex Capital L P 0.01% No change 465 $148K
Spire Wealth Management 0.00% Add +56.9% 452 $143K
UMB Bank, n.a. 0.00% Add +163.9% 446 $142K
Washington Trust Advisors, Inc. 0.01% No change 420 $133K
Paradigm Asset Management Co. LLC 0.03% No change 400 $127K
HHM Wealth Advisors, LLC 0.02% No change 400 $127K
Lindbrook Capital, LLC 0.01% Add +402.7% 377 $120K
Clean Yield Group 0.04% No change 350 $111K
Evolution Advisers, Inc. 0.06% No change 350 $111K
Harbour Investments, Inc. 0.00% Add +6.7% 333 $106K
Hemington Wealth Management 0.02% Add +2.8% 331 $105K
Caitong International Asset Management Co., Ltd 0.08% Reduce -31.5% 328 $104K
SBI Securities Co., Ltd. 0.00% Reduce -39.4% 319 $101K
Aster Capital Management (DIFC) Ltd 0.02% Add +573.3% 303 $97K
Parallel Advisors, LLC 0.00% Add +27.8% 294 $93K
SouthState Bank Corp 0.00% Add +4.1% 279 $89K
First Horizon Advisors, Inc. 0.00% Add +37.6% 271 $86K
Orion Capital Management LLC 0.03% No change 248 $79K
GeoWealth Management, LLC 0.00% Reduce -22.6% 246 $78K
Jones Financial Companies LLLP 0.00% Reduce -35.1% 246 $78K
Park Place Capital Corp 0.02% No change 242 $77K
Park Square Financial Group, LLC 0.06% Reduce -6.6% 225 $71K
Flaharty Asset Management, LLC 0.01% New 218 $69K
Tsfg, LLC 0.01% Add +112.8% 217 $69K
Smartleaf Asset Management LLC 0.01% Reduce -6.1% 214 $68K
Morse Asset Management, Inc 0.02% Reduce -42.9% 200 $63K
MassMutual Private Wealth & Trust, FSB 0.00% Add +165.3% 199 $63K
Brooklyn Investment Group 0.01% Add +7.3% 192 $61K
Blue Trust, Inc. 0.00% Add +12.7% 187 $59K
Sachetta, LLC 0.02% No change 167 $53K
Huntington National Bank 0.00% Reduce -66.2% 158 $50K
Wilmington Savings Fund Society, FSB 0.00% Reduce -4.1% 141 $45K
Nomura Asset Management Co. Ltd. 0.00% No change 140 $44K
Private Trust Co. NA 0.00% Add +13800.0% 139 $44K
Ancora Advisors LLC 0.00% No change 138 $44K
Cedar Mountain Advisors, LLC 0.01% No change 128 $41K
Kennebec Savings Bank 0.04% No change 112 $36K
GPS Wealth Strategies Group, LLC 0.00% No change 110 $35K
Minot DeBlois Advisors LLC 0.03% No change 100 $32K
1 North Wealth Services LLC 0.01% New 100 $32K
TD Private Client Wealth LLC 0.00% Reduce -94.2% 95 $30K
YANKCOM Partnership 0.01% No change 86 $27K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 86 $27K
Leonteq Securities AG 0.00% Add +22.9% 86 $27K
Trust Co. of Vermont 0.00% No change 80 $25K
Covestor Ltd 0.02% Add +60.4% 77 $24K
Contravisory Investment Management, Inc. 0.01% No change 75 $24K
Rise Advisors, LLC 0.01% Reduce -19.8% 73 $23K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -46.7% 65 $21K
Physician Wealth Advisors, Inc. 0.00% Add +5.0% 63 $20K
Creekmur Asset Management LLC 0.00% No change 61 $19K
NewEdge Advisors, LLC 0.00% Reduce -93.8% 59 $19K
Transce3nd, LLC 0.01% No change 53 $17K
Parkside Financial Bank & Trust 0.00% Add +4.1% 51 $16K
Graney & King, LLC 0.01% No change 50 $16K
EverSource Wealth Advisors, LLC 0.00% Reduce -81.0% 49 $16K
Allworth Financial LP 0.00% Add +377.8% 43 $14K
JFS Wealth Advisors, LLC 0.00% No change 45 $14K
Global Financial Private Client, LLC 0.01% Add +2000.0% 42 $13K
Geneos Wealth Management Inc. 0.00% Add +14.3% 40 $13K
Atala Financial Inc 0.01% No change 38 $12K
City Holding Co. 0.00% New 36 $11K
MV Capital Management, Inc. 0.00% New 34 $11K
Brown Brothers Harriman & Co. 0.00% No change 34 $11K
Richardson Financial Services Inc. 0.01% Reduce -5.9% 32 $10K
GW&K Investment Management, LLC 0.00% New 31 $10K
Armstrong Advisory Group, Inc. 0.00% No change 27 $10K
Stone House Investment Management, LLC 0.00% New 30 $10K
Farmers & Merchants Investments Inc. 0.00% Add +80.0% 27 $9K
Cullen/Frost Bankers, Inc. 0.00% No change 24 $8K
Robinswood Financial LLC 0.00% No change 24 $8K
Meeder Asset Management Inc. 0.00% Reduce -48.9% 24 $8K
Mather Group, Llc. 0.00% No change 23 $7K
Prestige Wealth Management Group LLC 0.00% No change 22 $7K
CVA Family Office, LLC 0.00% No change 22 $7K
Larson Financial Group LLC 0.00% Add +633.3% 22 $7K
Bellwether Advisors, LLC 0.00% No change 21 $7K
Cherry Tree Wealth Management, LLC 0.00% New 20 $6K
IAG Wealth Partners, LLC 0.00% No change 20 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 20 $6K
Raffa Wealth Management, LLC 0.00% No change 18 $6K
CoreCap Advisors, LLC 0.00% Reduce -97.1% 17 $5K
St Germain D J Co. Inc. 0.00% New 14 $4K
Creative Financial Designs Inc. 0.00% New 13 $4K
Colonial Trust Co / SC 0.00% Reduce -81.3% 12 $4K
WPG Advisers, LLC 0.00% Add +450.0% 11 $3K
Rakuten Securities, Inc. 0.00% Add +266.7% 11 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $3K
Arax Advisory Partners 0.00% Reduce -93.6% 11 $3K
True Wealth Design, LLC 0.00% Add +400.0% 10 $3K
SJS Investment Consulting Inc. 0.00% No change 9 $3K
Continuum Advisory, LLC 0.00% No change 9 $3K
Eastern Bank 0.00% New 9 $3K
Horizon Investments, LLC 0.00% No change 7 $2K
Avion Wealth 0.00% No change 8 $2K
Valley National Advisers Inc. 0.00% No change 7 $2K
Financial Network Wealth Advisors LLC 0.00% No change 6 $2K
Legacy Wealth Managment, LLC 0.00% No change 6 $2K
Kiker Wealth Management, LLC 0.00% New 6 $2K
Whipplewood Advisors, LLC 0.00% Add +1566.7% 100 $2K
Cape Investment Advisory, Inc. 0.00% No change 6 $2K
Addison Advisors LLC 0.00% Reduce -57.1% 6 $2K
Rossby Financial, LCC 0.00% New 5 $2K
Bruce G. Allen Investments, LLC 0.00% No change 5 $2K
Hexagon Capital Partners LLC 0.00% No change 5 $2K
NewSquare Capital LLC 0.00% Reduce -28.6% 5 $2K
Valued Wealth Advisors LLC 0.00% No change 4 $1K
Cromwell Holdings LLC 0.00% New 4 $1K
Center for Financial Planning, Inc. 0.00% No change 4 $1K
Bell Investment Advisors, Inc 0.00% No change 4 $1K
Longfellow Investment Management Co. LLC 0.00% No change 4 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
Bare Financial Services, Inc 0.00% New 3 $952
Riggs Asset Managment Co. Inc. 0.00% No change 3 $952
Rothschild Investment LLC 0.00% Add +200.0% 3 $952
Financial Management Professionals, Inc. 0.00% No change 3 $952
PEAK6 LLC 0.00% Reduce -33.3% 2 $650
Hughes Financial Services, LLC 0.00% New 2 $645
ORG Partners LLC 0.00% New 2 $644
Parkworth Wealth Management, Inc. 0.00% No change 2 $635
WealthTrak Capital Management LLC 0.00% Reduce -33.3% 2 $635
MPWM Advisory Solutions, LLC 0.00% No change 2 $635
Rialto Wealth Management, LLC 0.00% New 2 $635
Bogart Wealth, LLC 0.00% New 2 $635
HFM Investment Advisors, LLC 0.00% — 1 $318
TFC Financial Management, Inc. 0.00% No change 1 $318
Bay Harbor Wealth Management, LLC 0.00% New 1 $317
AdvisorNet Financial, Inc 0.00% No change 1 $317
Private Wealth Asset Management, LLC 0.00% — 1 $317
Stonebridge Financial Group, LLC 0.00% New 1 $317

"% of holder's portfolio" is CW's weight in each manager's 13F, not the share of Curtiss-Wright Corp. the manager owns.