Curtiss-WrightCW

13F holders, Q3 2025 (September 30)
790holders +49
107new positions
53sold out
10famous investors
$543.10avg. 13F price*

At the end of Q3 2025, 790 institutions reported holding Curtiss-Wright Corp. (CW) in their 13F filings, up 49 from Q2 2025. 107 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Group Inc. ($2.0B) and State Street Corp. ($780.1M). 10 famous investors held it, including Mario Gabelli (0.7% of GAMCO Investors's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.2% of AQR Capital Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions107$313.9M
Exits53$131.8M

All 13F filers, Q2 2025 → Q3 2025: 2,294,816 shares bought and 2,800,579 shares sold, net −505,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 790 holders

BlackRock, Inc. 0.04% Add +7.1% 4,249,721 $2.3B
Vanguard Group Inc. 0.03% Reduce -0.7% 3,597,361 $2.0B
State Street Corp. 0.03% Add +1.2% 1,436,161 $780.1M
Invesco Ltd. 0.10% Reduce -1.8% 1,128,920 $612.9M
Geode Capital Management, LLC 0.03% Add +2.1% 794,501 $431.4M
TD Asset Management Inc 0.35% Add +0.3% 791,531 $429.8M
Van Eck Associates Corp. 0.38% Add +5.3% 740,033 $401.8M
Massachusetts Financial Services Co. 0.12% Add +31.5% 728,745 $395.7M
Primecap Management Co. 0.26% Reduce -9.4% 619,650 $336.4M
AQR Capital Management 0.17% Add +25.5% 487,675 $262.8M
Bank of New York Mellon Corp 0.04% Reduce -10.8% 460,689 $250.1M
American Century Companies Inc. 0.11% Add +15.9% 394,204 $214.0M
Morgan Stanley 0.01% Reduce -7.4% 384,825 $208.9M
Charles Schwab Investment Management Inc. 0.03% Add +20.9% 319,599 $173.5M
Northern Trust Corp. 0.02% Reduce -1.5% 311,820 $169.3M
William Blair Investment Management, LLC 0.44% Reduce -14.4% 310,092 $168.4M
Franklin Resources Inc. 0.04% Reduce -6.8% 304,602 $165.4M
Allspring Global Investments Holdings, LLC 0.26% Reduce -13.5% 302,643 $164.1M
Congress Asset Management Co. 1.09% Reduce -7.5% 301,259 $163.6M
Dimensional Fund Advisors LP 0.04% Reduce -6.7% 300,670 $163.2M
Driehaus Capital Management LLC 1.05% Reduce -2.6% 268,835 $146.0M
FMR LLC 0.01% Add +8.2% 249,819 $135.6M
Alliancebernstein L.P. 0.04% Reduce -6.8% 232,761 $126.4M
Millennium Management 0.09% Reduce -36.7% 211,739 $115.0M
Goldman Sachs Group Inc. 0.02% Reduce -13.3% 211,428 $114.8M
T. Rowe Price Associates Inc. 0.01% Add +84.1% 200,492 $108.9M
Brown Advisory Inc. 0.14% Reduce -25.6% 200,375 $108.8M
JPMorgan Chase & Co. 0.01% Add +3.9% 185,218 $100.6M
Nuveen, LLC 0.03% Reduce -8.0% 178,189 $96.7M
Principal Financial Group Inc. 0.05% Reduce -21.7% 178,177 $96.7M
Ameriprise Financial Inc. 0.02% Reduce -21.9% 176,794 $96.0M
TimesSquare Capital Management, LLC 1.35% Reduce -3.7% 173,547 $94.2M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -17.7% 165,565 $89.9M
Clark Capital Management Group, Inc. 0.56% Add +1.5% 164,161 $89.1M
Munro Partners 2.43% Add +2.5% 163,571 $88.8M
Qube Research & Technologies Ltd 0.12% Add +94.9% 156,515 $85.0M
Envestnet Asset Management Inc. 0.02% Add +6.3% 155,644 $84.5M
Victory Capital Management Inc. 0.05% Reduce -11.4% 153,045 $83.1M
Fiera Capital Corp 0.27% Reduce -2.2% 152,628 $82.9M
First Trust Advisors LP 0.06% Add +0.6% 147,768 $80.2M
Voloridge Investment Management, LLC 0.26% Add +51.5% 145,338 $78.9M
Bank of America Corp. 0.01% Reduce -7.5% 144,941 $78.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -34.3% 135,616 $73.6M
GAMCO Investors 0.70% Reduce -2.3% 133,573 $72.5M
Wedge Capital Management L L P 1.23% Reduce -5.1% 133,317 $72.4M
Lazard Asset Management LLC 0.10% Add +71.9% 131,801 $71.6M
Blair William & Co. 0.19% Reduce -3.5% 130,692 $71.0M
Silvercrest Asset Management Group LLC 0.46% Reduce -26.6% 127,732 $69.4M
ArrowMark Colorado Holdings LLC 1.25% Reduce -4.5% 124,134 $67.4M
Panagora Asset Management Inc. 0.27% Reduce -2.4% 123,945 $67.3M
Fayez Sarofim & Co 0.15% No change 121,724 $66.1M
Fisher Asset Management 0.02% Add +7.2% 120,535 $65.4M
UBS Group AG 0.01% Reduce -65.1% 119,527 $64.9M
Freestone Grove Partners LP 0.47% New 114,782 $62.3M
Jennison Associates LLC 0.03% New 106,071 $57.6M
Rhumbline Advisers 0.04% Reduce -2.0% 103,267 $56.1M
Quantinno Capital Management LP 0.15% Add +118.8% 101,713 $55.2M
Gabelli Funds LLC 0.38% Reduce -1.9% 100,836 $54.7M
Sei Investments Co. 0.06% Reduce -1.8% 98,658 $53.6M
Hardman Johnston Global Advisors LLC 2.58% Reduce -16.8% 96,660 $52.5M
CI Investments Inc. 0.18% Reduce -1.7% 91,871 $49.9M
Tudor Investment Corporation 0.33% Add +100.3% 89,823 $48.8M
Public Employees Retirement Association of Colorado 0.18% Reduce -4.9% 89,513 $48.6M
Retirement Systems of Alabama 0.16% Reduce -0.6% 87,325 $47.4M
Vident Advisory, LLC 0.46% Add +0.9% 86,139 $46.8M
Global Alpha Capital Management Ltd. 2.65% Reduce -17.7% 85,497 $46.4M
Barclays PLC 0.02% Add +116.6% 83,649 $45.4M
Legal & General Group Plc 0.01% Reduce -4.6% 79,627 $43.2M
Wells Fargo & Company 0.01% Reduce -3.9% 79,134 $43.0M
Raymond James Financial Inc. 0.01% Add +6.5% 78,230 $42.5M
Prudential Financial Inc. 0.05% Reduce -9.7% 76,366 $41.5M
Man Group plc 0.08% Reduce -0.2% 75,859 $41.2M
Lord, Abbett & Co. LLC 0.13% Reduce -13.3% 75,391 $40.9M
Swiss National Bank 0.02% Add +1.5% 73,100 $39.7M
California Public Employees Retirement System 0.02% Add +2.6% 70,097 $38.1M
Alyeska Investment Group, L.P. 0.12% New 69,906 $38.0M
CIBC Private Wealth Group LLC 0.06% Reduce -2.0% 69,265 $37.6M
Osaic Holdings, Inc. 0.05% Add +171.0% 63,884 $34.4M
Focus Partners Wealth 0.06% Add +2169.6% 47,889 $34.2M
Curi Capital, LLC 0.62% Reduce -26.8% 62,169 $33.8M
Whittier Trust Co. 0.38% Add +1.5% 62,726 $33.7M
National Bank of Canada 0.04% Reduce -6.7% 59,182 $32.1M
Woodline Partners LP 0.15% Reduce -4.4% 58,545 $31.8M
New York State Common Retirement Fund 0.04% Reduce -0.3% 56,989 $30.9M
LPL Financial LLC 0.01% Add +29.9% 56,987 $30.9M
Wellington Management Group LLP 0.01% Reduce -45.2% 56,345 $30.6M
Gotham Asset Management 0.13% Add +11.6% 52,948 $28.7M
Schroder Investment Management Group 0.02% Add +62.7% 54,090 $28.7M
New York State Teachers Retirement System 0.06% Reduce -0.2% 52,206 $28.3M
Owl Creek Asset Management, L.P. 3.04% New 49,313 $26.8M
State of Wisconsin Investment Board 0.06% Reduce -4.9% 48,854 $26.5M
Martingale Asset Management L P 0.65% Reduce -12.0% 47,616 $25.9M
Renaissance Technologies 0.03% Reduce -0.2% 47,400 $25.7M
Algert Global LLC 0.42% Add +17.5% 46,134 $25.0M
Credit Agricole S A 0.08% — 45,528 $24.7M
Citigroup Inc. 0.02% Reduce -3.2% 45,517 $24.7M
Neuberger Berman Group LLC 0.02% Add +38.7% 45,337 $24.6M
Rockefeller Capital Management L.P. 0.05% Reduce -15.5% 42,544 $23.1M
Covea Finance 0.78% Reduce -4.4% 41,081 $22.3M
Systematic Financial Management LP 0.54% Reduce -60.7% 40,683 $22.1M
ArchPoint Investors 5.90% Reduce -0.6% 39,575 $21.5M
Natixis Advisors, LLC 0.03% Add +40.2% 38,514 $20.9M
Agf Management Ltd. 0.09% No change 38,000 $20.6M
Macquarie Group Ltd. 0.02% Reduce -1.6% 37,768 $20.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -15.8% 37,636 $20.4M
Running Oak Capital LLC 2.22% Reduce -5.6% 36,407 $19.8M
Bridgewater Associates 0.08% Add +57.6% 36,194 $19.7M
Eagle Global Advisors LLC 0.75% No change 36,124 $19.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -0.4% 35,785 $19.4M
California State Teachers Retirement System 0.02% Add +0.0% 35,391 $19.2M
Aptus Capital Advisors, LLC 0.17% Add +5.0% 35,279 $19.2M
Midwest Trust Co 0.25% Reduce -26.2% 35,226 $19.1M
Tidal Investments LLC 0.08% Reduce -15.5% 33,623 $18.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -11.7% 33,353 $18.1M
Smith Salley Wealth Management 0.92% Add +1.4% 32,990 $17.9M
GHP Investment Advisors, Inc. 0.72% Reduce -38.6% 31,764 $17.2M
Fort Washington Investment Advisors Inc. 0.09% Add +6.6% 31,751 $17.2M
Daiwa Securities Group Inc. 0.06% Add +26.0% 31,410 $17.1M
HWG Holdings LP 4.29% Reduce -23.9% 31,197 $16.9M
State of Alaska, Department of Revenue 0.17% Reduce -0.4% 31,192 $16.9M
Walleye Capital LLC 0.15% New 31,135 $16.9M
Exchange Traded Concepts, LLC 0.16% Add +51.1% 30,982 $16.8M
Stifel Financial Corp. 0.02% Reduce -15.4% 30,525 $16.6M
ExodusPoint Capital Management, LP 0.23% Reduce -0.6% 29,768 $16.2M
Two Sigma Investments, LP 0.03% Reduce -72.0% 29,170 $15.8M
Scopus Asset Management, L.P. 0.37% Add +49.2% 28,911 $15.7M
Allianz Asset Management GmbH 0.02% Add +380.5% 28,590 $15.5M
Schonfeld Strategic Advisors LLC 0.11% Reduce -64.5% 28,242 $15.3M
Commonwealth Equity Services, LLC 0.02% Add +28.6% 27,797 $15.1M
Royal Bank of Canada 0.00% Add +32.3% 27,787 $15.1M
Whittier Trust Co. of Nevada Inc. 0.32% Add +0.6% 28,006 $15.1M
CANADA LIFE ASSURANCE Co 0.02% Add +16.6% 27,968 $14.8M
Nordea Investment Management AB 0.01% Add +0.5% 27,428 $14.6M
Thrivent Financial for Lutherans 0.03% Reduce -14.9% 26,847 $14.6M
Russell Investments Group, Ltd. 0.02% Add +14.1% 26,777 $14.5M
Balyasny Asset Management L.P. 0.03% Reduce -57.0% 25,948 $14.1M
BNP Paribas Financial Markets 0.01% Reduce -67.7% 25,197 $13.7M
Voya Investment Management LLC 0.02% Reduce -42.8% 24,550 $13.3M
Bessemer Group Inc. 0.02% Reduce -31.2% 24,473 $13.3M
Frontier Capital Management Co. LLC 0.12% Reduce -3.0% 24,266 $13.2M
Hantz Financial Services, Inc. 0.20% Reduce -16.8% 24,222 $13.2M
Bourgeon Capital Management LLC 2.41% Reduce -0.1% 23,921 $13.0M
AustralianSuper Pty Ltd 0.06% New 23,800 $12.9M
Interval Partners, LP 0.27% Add +111.0% 23,616 $12.8M
Trexquant Investment LP 0.13% Add +99.5% 23,066 $12.5M
Cetera Investment Advisers 0.01% Add +18.6% 23,009 $12.5M
Appleton Partners Inc. 0.83% Add +0.7% 22,907 $12.4M
Teacher Retirement System of Texas 0.05% Reduce -0.7% 22,595 $12.3M
Susquehanna International Group, LLP 0.02% Add +300.9% 22,066 $12.0M
Acadian Asset Management LLC 0.02% Add +101.7% 21,723 $11.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -22.3% 21,706 $11.8M
HSBC Holdings PLC 0.01% Reduce -10.2% 21,754 $11.7M
Marks Group Wealth Management, Inc 1.09% Reduce -5.8% 21,579 $11.7M
Intech Investment Management LLC 0.10% Add +48.9% 21,382 $11.6M
South Dakota Investment Council 0.23% Reduce -0.5% 21,341 $11.6M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 21,206 $11.5M
Comerica Bank 0.04% Reduce -4.0% 21,132 $11.5M
LaFleur & Godfrey LLC 1.38% Reduce -6.1% 20,972 $11.4M
O'shaughnessy Asset Management, LLC 0.07% Add +3.2% 20,961 $11.4M
Amundi 0.00% Reduce -5.9% 20,479 $11.3M
Jane Street Group, LLC 0.01% Reduce -83.5% 20,680 $11.2M
Baird Financial Group, Inc. 0.02% Reduce -1.1% 20,460 $11.1M
Bahl & Gaynor LLC 0.06% Reduce -2.1% 20,401 $11.1M
Prospector Partners LLC 1.33% Reduce -3.9% 20,034 $10.9M
Captrust Financial Advisors 0.02% Add +1.3% 19,947 $10.8M
MetLife Investment Management, LLC 0.05% Reduce -4.6% 19,365 $10.5M
Two Sigma Advisers, LP 0.02% Reduce -65.4% 19,200 $10.4M
Horizon Investments, LLC 0.14% Add +35.4% 19,021 $10.3M
iA Global Asset Management Inc. 0.14% Add +9.6% 18,820 $10.2M
Advisors Asset Management, Inc. 0.17% Reduce -0.3% 18,714 $10.2M
Tribune Investment Group LP 4.73% Reduce -28.0% 18,000 $9.8M
Wealth High Governance Capital Ltda 2.81% Add +45.2% 18,000 $9.8M
Ieq Capital, LLC 0.03% Add +12.7% 17,964 $9.8M
Amalgamated Bank 0.07% Reduce -0.1% 17,683 $9.6M
Kingdon Capital Management, L.L.C. 1.49% No change 17,500 $9.5M
Mutual of America Capital Management LLC 0.10% Reduce -7.2% 17,401 $9.4M
Burney Co./ 0.30% Reduce -2.5% 17,315 $9.4M
Dorsey Wright & Associates 2.09% Add +29.7% 17,217 $9.3M
Cerity Partners LLC 0.01% Add +31.9% 16,904 $9.2M
Treasurer of the State of North Carolina 0.03% Reduce -3.7% 16,900 $9.2M
Engineers Gate Manager LP 0.10% Add +2.0% 16,688 $9.1M
Police & Firemen's Retirement System of New Jersey 0.07% Add +16.1% 16,663 $9.0M
State of Tennessee, Department of Treasury 0.03% Reduce -5.7% 16,542 $9.0M
HighTower Advisors, LLC 0.01% Add +44.0% 16,448 $8.9M
Janus Henderson Group PLC 0.00% No change 16,306 $8.9M
SummitTX Capital, L.P. 0.36% Add +0.7% 15,763 $8.6M
Ensign Peak Advisors, Inc 0.01% Add +38.5% 15,495 $8.4M
Texas Yale Capital Corp. 0.26% No change 15,210 $8.3M
Deutsche Bank AG 0.00% Reduce -75.4% 14,780 $8.0M
Canada Pension Plan Investment Board 0.01% Reduce -0.3% 14,563 $7.9M
Pinnbrook Capital Management LP 1.45% Reduce -46.9% 14,411 $7.8M
Cubist Systematic Strategies, LLC 0.11% Reduce -79.7% 14,256 $7.7M
MML Investors Services, LLC 0.02% Add +1.3% 14,183 $7.7M
Truist Financial Corp. 0.01% Add +3.3% 13,842 $7.5M
Empowered Funds, LLC 0.07% New 13,651 $7.4M
Beese Fulmer Investment Management, Inc. 0.51% Reduce -1.9% 13,649 $7.4M
Hood River Capital Management LLC 0.09% Add +5.7% 13,498 $7.3M
FIL Ltd 0.01% Reduce -58.1% 13,466 $7.3M
Jump Financial, LLC 0.10% Reduce -75.0% 13,400 $7.3M
Arax Advisory Partners 0.10% Add +28393.3% 12,822 $7.0M
Public Employees Retirement System of Ohio 0.02% Add +0.6% 12,614 $6.8M
State of New Jersey Common Pension Fund D 0.03% Add +5.2% 12,575 $6.8M
Brevan Howard Capital Management LP 0.10% Reduce -22.2% 12,545 $6.8M
Aventail Capital Group, LP 0.32% New 12,421 $6.7M
TD Waterhouse Canada Inc. 0.04% Add +6.0% 12,084 $6.6M
BW Gestao de Investimentos Ltda. 0.49% Add +57.9% 12,000 $6.5M
O'Brien Greene & Co. Inc 1.99% New 11,901 $6.5M
DNB Asset Management AS 0.02% Add +43.0% 11,852 $6.4M
Teachers Retirement System of the State of Kentucky 0.05% No change 11,817 $6.4M
KLP Kapitalforvaltning As 0.03% Add +5.4% 11,800 $6.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.2% 11,702 $6.3M
Federation des caisses Desjardins du Quebec 0.02% Add +211.2% 11,635 $6.3M
New Millennium Group LLC 2.85% New 11,467 $6.2M
Capital Fund Management S.A. 0.06% New 11,363 $6.2M
Arizona State Retirement System 0.03% Add +1.4% 11,152 $6.1M
Waratah Capital Advisors Ltd. 0.40% New 10,858 $5.9M
Mariner, LLC 0.01% Add +42.7% 10,765 $5.8M
Sequoia Financial Advisors, LLC 0.04% Add +6.8% 10,629 $5.8M
Cardinal Capital Management 0.79% Reduce -11.5% 10,523 $5.7M
Louisiana State Employees Retirement System 0.10% Reduce -0.9% 10,500 $5.7M
Cwm, LLC 0.02% Add +101.3% 10,481 $5.7M
Yousif Capital Management, LLC 0.06% Reduce -7.7% 10,454 $5.7M
KCM Investment Advisors LLC 0.18% Add +130.1% 10,434 $5.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -15.8% 10,356 $5.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +108.6% 10,355 $5.6M
Kestra Investment Management, LLC 0.15% Add +28.7% 10,294 $5.6M
Rodgers Brothers Inc. 0.68% No change 10,205 $5.5M
Atika Capital Management LLC 0.46% Reduce -12.6% 10,051 $5.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% Reduce -2.9% 10,020 $5.4M
Rafferty Asset Management, LLC 0.02% Reduce -6.1% 9,790 $5.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.1% 9,670 $5.3M
Worldquant Millennium Advisors LLC 0.02% Reduce -21.9% 9,554 $5.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.5% 9,540 $5.2M
Bokf, NA 0.08% Add +0.6% 9,401 $5.1M
State of Michigan Retirement System 0.02% Reduce -1.1% 8,961 $4.9M
Candelo Capital Management LP 4.35% Reduce -4.2% 8,948 $4.9M
Creative Planning 0.00% Add +58.1% 8,811 $4.8M
Campbell Newman Asset Management Inc. 0.35% Add +0.4% 8,747 $4.7M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -0.2% 8,398 $4.6M
Elevatus Welath Management 1.29% No change 8,225 $4.5M
Graham Capital Management, L.P. 0.24% Add +403.6% 8,199 $4.5M
D. E. Shaw & Co. 0.00% Reduce -62.5% 8,152 $4.4M
PNC Financial Services Group, Inc. 0.00% Reduce -1.1% 7,914 $4.3M
Point72 Asset Management 0.01% Reduce -92.0% 7,802 $4.2M
New Mexico Educational Retirement Board 0.13% No change 7,800 $4.2M
Ameritas Investment Partners, Inc. 0.13% Reduce -3.2% 7,763 $4.2M
Inspire Investing, LLC 0.41% Add +13.2% 7,686 $4.2M
Los Angeles Capital Management LLC 0.01% Add +214.4% 7,686 $4.2M
Voleon Capital Management LP 0.10% Add +13.3% 7,677 $4.2M
Baer Investment Advisory LLC 5.19% New 7,639 $4.1M
Oregon Public Employees Retirement Fund 0.05% Reduce -1.3% 7,596 $4.1M
Radnor Capital Management, LLC 0.62% Reduce -4.8% 7,498 $4.1M
US Bancorp \de 0.00% Reduce -2.1% 7,457 $4.0M
Aigen Investment Management, LP 0.62% New 7,353 $4.0M
Ethic Inc. 0.07% Reduce -2.4% 7,347 $4.0M
Harvest Investment Services, LLC 0.80% Add +102.9% 7,341 $4.0M
New Age Alpha Advisors, LLC 0.17% Reduce -4.6% 7,322 $4.0M
Chilton Investment Co. Inc. 0.08% Reduce -4.8% 7,315 $4.0M
Assetmark, Inc. 0.01% Reduce -1.9% 7,011 $3.8M
Twin Tree Management, LP 0.18% New 7,003 $3.8M
Hennion & Walsh Asset Management, Inc. 0.13% Add +22.4% 6,757 $3.7M
Park Avenue Securities LLC 0.03% Add +3.9% 6,605 $3.6M
Polymer Capital Management (HK) LTD 0.49% Add +323.3% 6,552 $3.6M
Vest Financial, LLC 0.05% Add +5.4% 6,545 $3.6M
Sandler Capital Management 1.28% Reduce -4.6% 6,400 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Add +17.0% 6,285 $3.4M
Mercer Global Advisors Inc. 0.01% Add +108.1% 6,260 $3.4M
Utah Retirement Systems 0.03% No change 6,238 $3.4M
Bank of Montreal 0.00% Add +22.7% 6,200 $3.4M
Nicholas Investment Partners, LP 0.29% No change 6,194 $3.4M
Illinois Municipal Retirement Fund 0.04% Add +0.8% 6,178 $3.4M
Shilanski & Associates, Inc. 0.89% Add +3.5% 6,154 $3.3M
Corient Private Wealth LP 0.01% Add +108.3% 6,484 $3.2M
STRS Ohio 0.01% Reduce -43.1% 5,799 $3.1M
U.S. Capital Wealth Advisors, LLC 0.08% New 5,762 $3.1M
Harel Insurance Investments & Financial Services Ltd. 0.03% Add +17.8% 5,759 $3.1M
Diversify Wealth Management, LLC 0.18% Add +2.9% 5,100 $3.1M
Federated Hermes, Inc. 0.01% Add +18.1% 5,630 $3.1M
Robeco Institutional Asset Management B.V. 0.00% Add +22.2% 5,473 $3.0M
Sterling Capital Management LLC 0.04% Reduce -6.7% 5,470 $3.0M
Concentric Capital Strategies, LP 0.14% Add +381.4% 5,319 $2.9M
Genus Capital Management Inc. 0.33% No change 5,300 $2.9M
Caisse de depot et placement du Quebec 0.01% New 5,300 $2.9M
Oppenheimer Asset Management Inc. 0.03% Reduce -12.3% 5,278 $2.9M
Pictet Asset Management Holding SA 0.00% Reduce -7.5% 5,188 $2.8M
Janney Montgomery Scott LLC 0.01% Add +29.5% 5,158 $2.8M
Private Advisor Group, LLC 0.01% Reduce -7.7% 5,125 $2.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% New 5,122 $2.8M
Pacer Advisors, Inc. 0.01% Add +222.6% 5,010 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -3.6% 5,000 $2.7M
Commerce Bank 0.01% Reduce -0.4% 4,955 $2.7M
Boston Partners 0.00% Reduce -91.6% 4,782 $2.5M
Alliance Wealth Advisors, LLC 0.57% Add +2.1% 4,490 $2.4M
Candriam S.C.A. 0.01% Add +202.6% 4,478 $2.4M
Level Four Advisory Services, LLC 0.08% Add +3.0% 4,467 $2.4M
ABN AMRO Bank N.V. 0.02% Reduce -10.8% 4,468 $2.4M
WCM Investment Management, LLC 0.00% Reduce -27.0% 4,400 $2.3M
Catalyst Funds Management Pty Ltd 0.35% Add +196.6% 4,300 $2.3M
PDT Partners, LLC 0.15% No change 4,239 $2.3M
Pathstone Holdings, LLC 0.01% Add +1.9% 4,234 $2.3M
Xponance LLC 0.02% Reduce -0.5% 4,194 $2.3M
Legacy Wealth Asset Management, LLC 0.55% Reduce -6.6% 4,171 $2.3M
Creekmur Asset Management LLC 0.37% Add +51.4% 4,140 $2.2M
Summit Trail Advisors, LLC 0.03% Add +210.1% 4,037 $2.2M
Edmond DE Rothschild Holding S.A. 0.03% Add +72.0% 4,019 $2.2M
Ritholtz Wealth Management 0.04% Add +1.9% 4,009 $2.2M
Atria Investments, Inc 0.02% Reduce -0.5% 3,908 $2.1M
Norden Group LLC 0.20% Reduce -16.0% 3,690 $2.0M
Principal Securities, Inc. 0.03% Reduce -2.6% 3,652 $2.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.42% No change 3,652 $2.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 3,638 $2.0M
Sagefield Capital LP 0.22% Add +124.6% 3,569 $1.9M
Wellington Shields Capital Management, LLC 0.29% No change 3,550 $1.9M
Advantage Alpha Capital Partners LP 0.57% Reduce -34.4% 3,500 $1.9M
Linden Thomas Advisory Services, LLC 0.19% Add +4.2% 3,495 $1.9M
Natixis 0.01% Reduce -72.7% 3,394 $1.8M
Wolverine Trading, LLC 0.04% Reduce -65.6% 3,382 $1.8M
Marshall Wace, LLP 0.00% Reduce -70.3% 3,300 $1.8M
Sanctuary Advisors, LLC 0.01% Add +105.0% 3,296 $1.8M
Gallo Partners, LP 1.32% New 3,227 $1.8M
Rice Hall James & Associates, LLC 0.09% Reduce -0.9% 3,146 $1.7M
Kestra Advisory Services, LLC 0.01% Add +38.4% 3,120 $1.7M
SG Americas Securities, LLC 0.01% Add +130.5% 3,100 $1.7M
NFSG Corp 0.25% Add +88.7% 3,084 $1.7M
Quest Investment Management LLC 0.17% Reduce -0.2% 3,011 $1.6M
Capital Management Associates 2.43% No change 3,000 $1.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.56% Reduce -21.6% 2,971 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +55.5% 2,966 $1.6M
1832 Asset Management L.P. 0.00% Reduce -93.2% 2,919 $1.6M
DDFG, Inc 0.36% No change 2,860 $1.6M
Occudo Quantitative Strategies LP 0.19% New 2,854 $1.5M
Benjamin Edwards Inc. 0.02% Add +7.9% 2,836 $1.5M
Lisanti Capital Growth, LLC 0.38% Reduce -3.4% 2,825 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -4.1% 2,822 $1.5M
Fuller & Thaler Asset Management, Inc. 0.01% No change 2,796 $1.5M
Optiver Holding B.V. 0.02% Add +6454.8% 2,753 $1.5M
Gibbs Wealth Management 0.34% Reduce -20.0% 2,748 $1.5M
&partners 0.01% Reduce -6.6% 2,747 $1.5M
Aaron Wealth Advisors LLC 0.09% Add +287.3% 2,715 $1.5M
Bank of Nova Scotia 0.00% Reduce -45.6% 2,700 $1.5M
Crossmark Global Holdings, Inc. 0.02% Reduce -7.7% 2,616 $1.4M
Integrated Wealth Concepts LLC 0.01% Reduce -3.9% 2,601 $1.4M
GeoWealth Management, LLC 0.05% Add +15.2% 2,562 $1.4M
Globeflex Capital L P 0.21% No change 2,561 $1.4M
Inscription Capital, LLC 0.15% Add +248.3% 2,553 $1.4M
Portside Wealth Group, LLC 0.19% Reduce -0.7% 2,535 $1.4M
DAVENPORT & Co LLC 0.01% Add +38.7% 2,514 $1.4M
Point72 Hong Kong Ltd 0.06% Reduce -88.3% 2,514 $1.4M
Pallas Capital Advisors LLC 0.05% Add +0.1% 2,502 $1.4M
Mackenzie Financial Corp. 0.00% New 2,486 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +376.8% 2,446 $1.3M
Caprock Group, LLC 0.03% — 2,701 $1.3M
S&co Inc. 0.08% No change 2,372 $1.3M
Cadinha & Co. LLC 0.17% Add +1.3% 2,368 $1.3M
Quantum Portfolio Management LLC 0.38% Reduce -37.5% 2,360 $1.3M
Danske Bank A/S 0.00% Add +47.6% 2,350 $1.3M
Vestcor Inc 0.04% Reduce -34.4% 2,331 $1.3M
Diversified Trust Co. 0.03% Add +40.2% 2,310 $1.3M
NewEdge Advisors, LLC 0.01% Add +3800.0% 2,301 $1.2M
HRT Financial LP 0.00% Reduce -93.5% 2,268 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Add +66.8% 2,170 $1.2M
Redmont Wealth Advisors LLC 1.68% Reduce -11.3% 2,219 $1.2M
Diversify Advisory Services, LLC 0.04% Add +11.0% 1,987 $1.2M
Weik Capital Management 0.45% No change 2,200 $1.2M
Blue Capital, Inc. 0.89% Add +5.9% 2,195 $1.2M
J.W. Cole Advisors, Inc. 0.02% New 2,183 $1.2M
Qtron Investments LLC 0.15% Add +13.3% 2,171 $1.2M
CCG Wealth Management, LLC 0.54% Reduce -0.1% 2,110 $1.1M
Polymer Capital Management (US) LLC 0.15% Add +277.2% 2,101 $1.1M
ING Groep NV 0.01% Reduce -87.3% 2,100 $1.1M
TD Private Client Wealth LLC 0.03% Add +3214.3% 2,088 $1.1M
Lindenwold Advisors, INC 0.53% Reduce -24.2% 2,074 $1.1M
Choreo, LLC 0.01% Add +5.3% 2,038 $1.1M
Milestone Asset Management, LLC 0.21% New 2,030 $1.1M
Regions Financial Corp. 0.01% Add +0.6% 2,013 $1.1M
NWF Advisory Services Inc. 0.12% No change 2,004 $1.1M
Corient IA LP 0.81% No change 2,000 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% Add +3.1% 1,983 $1.1M
Johnson Investment Counsel Inc. 0.01% New 215 $1.1M
AXA Investment Managers S.A. 0.00% — 1,945 $1.1M
Coldstream Capital Management Inc. 0.01% Add +0.1% 1,926 $1.0M
Polen Capital Management LLC 0.00% Reduce -8.9% 1,909 $1.0M
Quadrant Capital Group LLC 0.03% Add +0.3% 1,901 $1.0M
Glenmede Investment Management, LP 0.00% Add +0.4% 1,885 $1.0M
Maryland State Retirement & Pension System 0.02% Add +5.1% 1,874 $1.0M
VestGen Investment Management 0.60% Add +9.9% 1,853 $1.0M
DekaBank Deutsche Girozentrale 0.00% No change 1,893 $1.0M
Charter Capital Management, LLC\DE 0.52% No change 1,786 $970K
Brookwood Investment Group LLC 0.13% No change 1,785 $969K
Brooklyn Investment Group 0.13% Add +1.4% 1,972 $962K
First Eagle Investment Management, LLC 0.00% Reduce -20.2% 1,756 $953K
Swiss Life Asset Management Ltd 0.00% Add +78.9% 1,750 $950K
Nisa Investment Advisors, LLC 0.00% Add +13.1% 1,726 $938K
Merit Financial Group, LLC 0.01% Add +15.8% 1,726 $937K
Brighton Jones LLC 0.02% Add +54.0% 1,712 $929K
Founders Financial Alliance, LLC 0.17% Add +0.1% 1,684 $914K
Keybank National Association 0.00% Reduce -0.9% 1,671 $907K
Viawealth, LLC 0.48% Reduce -35.8% 1,611 $875K
ProShare Advisors LLC 0.00% Reduce -4.1% 1,603 $870K
Burgundy Asset Management Ltd. 0.01% No change 1,783 $853K
Chicago Partners Investment Group LLC 0.02% Add +89.8% 1,448 $852K
Verition Fund Management LLC 0.01% Reduce -82.6% 1,563 $849K
HMS Capital Management, LLC 0.35% Reduce -3.0% 1,545 $839K
Snowden Capital Advisors LLC 0.02% Add +0.6% 1,544 $839K
Great Lakes Advisors, LLC 0.01% Reduce -0.5% 1,537 $834K
Assenagon Asset Management S.A. 0.00% Reduce -95.1% 1,531 $831K
Cetera Trust Company, N.A 0.46% Reduce -0.7% 1,525 $828K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% New 1,468 $797K
Lido Advisors, LLC 0.00% Add +8.4% 1,463 $795K
Peak Financial Advisors LLC 0.37% Add +38.1% 1,435 $779K
Oak Associates Ltd. 0.05% No change 1,434 $779K
Olde Wealth Management, LLC 0.24% — 1,316 $774K
Hilltop Holdings Inc. 0.04% Add +1.1% 1,419 $770K
Yorktown Management & Research Co Inc 0.61% No change 1,400 $760K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -84.5% 1,400 $760K
Fifth Third Wealth Advisors LLC 0.03% Add +0.9% 1,387 $753K
Retireful, LLC 0.72% Reduce -8.9% 1,369 $743K
MAI Capital Management 0.00% Reduce -1.3% 1,363 $740K
Evergreen Capital Management LLC 0.02% Add +73.7% 1,362 $740K
Trail Ridge Investment Advisors, LLC 0.33% Add +2.9% 1,360 $738K
R Squared Ltd 0.32% Add +34.4% 1,360 $738K
Shelton Capital Management 0.02% No change 1,335 $725K
GC Wealth Management RIA, LLC 0.02% New 1,323 $718K
Perbak Capital Partners LLP 0.13% Add +92.5% 1,309 $711K
4WEALTH Advisors, Inc. 0.66% No change 1,305 $709K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.5% 1,302 $707K
Kestra Private Wealth Services, LLC 0.01% Reduce -10.0% 1,302 $707K
Freemont Management S.A. 0.55% Reduce -80.6% 1,300 $706K
M&T Bank Corp 0.00% Reduce -21.2% 1,278 $694K
McGowan Group Asset Management, Inc. 0.09% No change 1,275 $692K
Central Pacific Bank - Trust Division 0.09% No change 1,260 $684K
Lakeridge Wealth Management LLC 0.30% Reduce -0.1% 1,257 $683K
Simplex Trading, LLC 0.01% Reduce -83.1% 1,252 $679K
Miramar Capital, LLC 0.15% Reduce -4.7% 1,230 $668K
Inceptionr LLC 0.16% Add +27.6% 1,229 $667K
DRW Securities, LLC 0.03% Reduce -18.3% 1,211 $659K
Jones Financial Companies LLLP 0.00% Add +1.2% 1,245 $655K
Transcend Capital Advisors, LLC 0.05% Add +16.2% 1,199 $651K
Gladstone Institutional Advisory LLC 0.03% Add +12.7% 1,198 $651K
Versor Investments LP 0.12% Reduce -33.4% 1,198 $650K
CIBC Asset Management Inc 0.00% No change 1,185 $643K
Altshuler Shaham Ltd 0.01% Add +34.0% 1,181 $641K
Leonteq Securities AG 0.03% Add +2043.6% 1,179 $640K
Sherbrooke Park Advisers LLC 0.30% Add +36.5% 1,175 $638K
AMG National Trust Bank 0.02% No change 1,168 $634K
Confluence Investment Management LLC 0.01% No change 1,160 $630K
GAMMA Investing LLC 0.03% Add +9.6% 1,152 $625K
Kathmere Capital Management, LLC 0.04% Add +18.8% 1,146 $622K
Baker Avenue Asset Management, LP 0.01% Add +63.1% 1,142 $620K
NorthCoast Asset Management LLC 0.00% Add +176.5% 1,139 $619K
Hancock Whitney Corp. 0.01% Reduce -86.2% 1,135 $616K
KBC Group NV 0.00% Add +8.9% 1,113 $604K
Syon Capital LLC 0.03% Add +131.7% 1,110 $603K
Elevation Point Wealth Partners, LLC 0.04% Reduce -45.1% 1,102 $599K
Tower Research Capital LLC (TRC) 0.02% Reduce -35.8% 1,094 $594K
Moneta Group Investment Advisors LLC 0.00% Reduce -5.9% 1,093 $593K
Compound Planning, Inc. 0.02% Add +1.0% 1,092 $593K
Forum Financial Management, LP 0.01% Add +0.1% 1,089 $591K
Belpointe Asset Management LLC 0.02% Add +133.0% 1,088 $591K
Ascent Group, LLC 0.02% Add +29.7% 1,069 $580K
Clearstead Advisors, LLC 0.01% Add +1.6% 1,067 $579K
Capstone Investment Advisors, LLC 0.01% Add +23.2% 1,062 $577K
Legacy Capital Group California, Inc. 0.15% Add +14.2% 1,057 $574K
Toronto Dominion Bank 0.00% Add +4.7% 1,075 $571K
Linscomb Wealth, Inc. 0.02% Reduce -2.8% 1,051 $571K
Erste Asset Management GmbH 0.01% New 1,057 $561K
Composition Wealth, LLC 0.01% Add +1.8% 1,020 $554K
Prelude Capital Management, LLC 0.04% Add +102.4% 1,014 $551K
Sound View Wealth Advisors Group, LLC 0.04% Add +0.7% 1,013 $550K
Clare Market Investments LLC 0.11% New 1,010 $548K
Trust Point Inc. 0.04% Add +5.8% 1,002 $544K
Alexander Labrunerie & Co., Inc. 0.20% No change 1,000 $543K
Krilogy Financial LLC 0.02% New 926 $542K
BCS Private Wealth Management, Inc. 0.19% Reduce -15.9% 986 $536K
Asset Management Group, Inc. 0.09% Add +0.1% 985 $535K
Penobscot Investment Management Company, Inc. 0.04% No change 980 $532K
Banque Cantonale Vaudoise 0.02% Add +2.7% 974 $529K
Meeder Advisory Services, Inc. 0.02% Reduce -17.9% 974 $529K
OneDigital Investment Advisors LLC 0.01% Reduce -14.8% 961 $522K
Morningstar Investment Management LLC 0.02% New 959 $521K
Guggenheim Capital LLC 0.00% Reduce -0.5% 953 $517K
WoodTrust Financial Corp 0.06% No change 950 $516K
Heartwood Wealth Advisors LLC 0.05% No change 950 $516K
QRG Capital Management, Inc. 0.01% Add +10.5% 949 $515K
Interchange Capital Partners, LLC 0.10% Add +76.6% 943 $512K
Fifth Third Bancorp 0.00% Add +1.6% 936 $508K
Grove Street Fiduciary, LLC 0.24% No change 926 $503K
Kera Capital Partners, Inc. 0.08% Add +79.3% 925 $502K
Farther Finance Advisors, LLC 0.01% Reduce -49.8% 911 $495K
Mutual Advisors, LLC 0.01% Reduce -10.3% 884 $494K
Independent Advisor Alliance 0.01% Add +1.6% 909 $494K
Essential Partners LLC 0.16% Add +14.8% 899 $488K
Alps Advisors Inc. 0.00% Reduce -18.5% 899 $488K
New Hampshire Trust 0.09% Reduce -5.3% 895 $486K
Quent Capital, LLC 0.04% Add +1.5% 893 $485K
Cresset Asset Management, LLC 0.00% Add +28.2% 891 $484K
Hudson Edge Investment Partners Inc. 0.08% Reduce -59.2% 889 $483K
Main Street Research LLC 0.03% No change 888 $482K
Personal Cfo Solutions, LLC 0.08% Add +15.7% 886 $481K
Profund Advisors LLC 0.02% Add +0.9% 881 $478K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -2.7% 876 $476K
Morey & Quinn Wealth Partners, LLC 0.35% No change 871 $473K
Triasima Portfolio Management inc. 0.07% Add +1.8% 865 $470K
Vontobel Holding Ltd. 0.00% Reduce -3.7% 861 $467K
Modern Wealth Management, LLC 0.01% Add +0.6% 850 $462K
Covenant Partners, LLC 0.13% No change 850 $461K
VeraBank, N.A. 0.09% No change 840 $456K
NorthRock Partners, LLC 0.01% Add +23.7% 820 $445K
Shell Asset Management Co. 0.04% Reduce -56.3% 818 $444K
Horizon Financial Services, LLC 0.21% New 813 $441K
Arista Wealth Management, LLC 0.05% No change 813 $441K
Burns Matteson Capital Management, LLC 0.18% Add +0.1% 807 $438K
Boothbay Fund Management, LLC 0.01% Reduce -35.9% 807 $438K
Advisory Alpha, LLC 0.01% New 814 $437K
Wealthspan Partners, LLC 0.17% No change 800 $434K
Duncker Streett & Co. Inc. 0.08% No change 800 $434K
Foundations Investment Advisors, LLC 0.01% Add +5.9% 792 $430K
Intrust Bank NA 0.04% Reduce -0.3% 777 $422K
Ramirez Asset Management, Inc. 0.06% Reduce -0.7% 770 $418K
Prosperity Wealth Management, Inc. 0.14% No change 763 $414K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 757 $411K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -44.5% 753 $409K
Greenwood Capital Associates LLC 0.05% Reduce -49.8% 750 $407K
Magnetar Financial LLC 0.00% Reduce -78.1% 750 $407K
Versant Capital Management, Inc 0.06% Add +27.6% 748 $406K
PFG Investments, LLC 0.02% No change 742 $403K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -77.3% 732 $397K
FSM Wealth Advisors, LLC 0.06% Add +17.4% 727 $395K
IFG Advisory, LLC 0.02% Reduce -4.6% 724 $393K
Avantax Planning Partners, Inc. 0.01% Reduce -28.3% 718 $390K
Ashton Thomas Private Wealth, LLC 0.01% Add +11.2% 708 $385K
Mgo One Seven LLC 0.01% Reduce -11.1% 700 $380K
Beirne Wealth Consulting Services, LLC 0.09% New 698 $379K
Three Seasons Wealth, LLC 0.04% New 698 $379K
Picton Mahoney Asset Management 0.00% Add +1.5% 695 $378K
Bryant Woods Investment Advisors, LLC 0.15% No change 692 $376K
Sowell Financial Services LLC 0.01% Add +9.2% 689 $374K
Anb Bank 0.15% Reduce -2.0% 684 $371K
IFP Advisors, Inc 0.01% Add +3.3% 682 $370K
Summit Financial, LLC 0.01% Reduce -0.9% 681 $370K
Pennsylvania Capital Management Inc. 0.11% Add +0.1% 673 $365K
Jackson Creek Investment Advisors LLC 0.11% Reduce -0.9% 672 $365K
EntryPoint Capital, LLC 0.14% New 668 $363K
Balefire, LLC 0.07% Add +35.2% 668 $363K
HB Wealth Management, LLC 0.00% New 668 $363K
IHT Wealth Management, LLC 0.01% No change 662 $359K
Optimize Financial Inc. 0.19% New 657 $357K
Moody National Bank Trust Division 0.03% No change 654 $355K
Mission Wealth Management, LP 0.01% Reduce -23.3% 653 $355K
Atwood & Palmer Inc. 0.02% No change 648 $352K
Global Retirement Partners, LLC 0.01% Add +0.3% 643 $349K
HM Payson & Co. 0.01% Reduce -0.3% 643 $349K
Ballentine Partners, LLC 0.00% Add +1.6% 639 $347K
MeadowBrook Investment Advisors LLC 0.30% Reduce -14.4% 634 $344K
Greenleaf Trust 0.00% Add +2.4% 634 $344K
Requisite Capital Management, LLC 0.06% New 632 $343K
Princeton Global Asset Management LLC 0.06% No change 630 $342K
Perigon Wealth Management, LLC 0.01% New 629 $342K
Jefferies Financial Group Inc. 0.00% Reduce -83.2% 628 $341K
Pinnacle Financial Partners Inc 0.01% Reduce -7.0% 627 $340K
Csenge Advisory Group 0.02% Reduce -17.4% 623 $338K
Sivia Capital Partners, LLC 0.10% Add +29.2% 620 $337K
Callan Family Office, LLC 0.01% No change 619 $336K
NorthCrest Asset Manangement, LLC 0.01% New 617 $333K
Ellevest, Inc. 0.05% Reduce -14.5% 614 $333K
Cornerstone Investment Partners, LLC 0.01% Reduce -0.7% 608 $330K
Red Spruce Capital, LLC 0.13% New 605 $328K
Spire Wealth Management 0.01% Add +9.1% 599 $325K
Lanark Financial, Inc. 0.03% Reduce -26.0% 597 $324K
EverSource Wealth Advisors, LLC 0.01% Add +29.8% 597 $324K
Mayflower Financial Advisors, LLC 0.04% Add +11.9% 594 $323K
Flow Traders U.S. LLC 0.01% New 587 $319K
Equitable Holdings, Inc. 0.00% New 582 $316K
Essex LLC 0.06% Add +24.7% 580 $315K
Sagespring Wealth Partners, LLC 0.01% Add +32.1% 580 $315K
Arete Wealth Advisors, LLC 0.02% Add +13.0% 572 $313K
Fullcircle Wealth LLC 0.11% Reduce -6.2% 533 $312K
Certuity, LLC 0.02% New 573 $311K
Townsquare Capital LLC 0.05% Reduce -68.9% 551 $299K
denkapparat Operations GmbH 0.19% No change 548 $298K
Tiaa Trust, National Association 0.00% No change 548 $298K
Massachusetts Wealth Management 0.15% No change 545 $296K
CreativeOne Wealth, LLC 0.01% Add +12.6% 545 $296K
Childress Capital Advisors, LLC 0.05% New 533 $289K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -2.4% 528 $287K
Thomasville National Bank 0.02% New 526 $286K
Axq Capital, LP 0.11% New 507 $275K
Brand Asset Management Group, Inc. 0.08% New 506 $275K
Purkiss Capital Advisors LLC 0.13% Add +10.1% 503 $273K
Hilltop National Bank 0.07% No change 500 $271K
Chicago Capital, LLC 0.01% No change 500 $271K
Pacifica Partners Inc. 0.10% No change 500 $271K
Nkcfo LLC 0.08% Reduce -72.2% 500 $271K
Lombard Odier Asset Management (USA) Corp 0.07% New 493 $268K
UMB Bank, n.a. 0.00% Reduce -0.4% 491 $267K
GK Wealth Management LLC 0.20% Reduce -0.8% 489 $265K
Caerus Investment Advisors, LLC 0.11% New 481 $261K
Axim Planning & Wealth 0.21% New 479 $260K
First Commonwealth Financial Corp 0.04% Reduce -61.9% 478 $260K
Forefront Wealth Management Inc. 0.19% Add +0.6% 474 $257K
Tiemann Investment Advisors, LLC 0.10% No change 470 $255K
Claret Asset Management Corp 0.03% Reduce -1.5% 470 $255K
Advisors Capital Management, LLC 0.00% New 468 $254K
Fidelis Capital Partners, LLC 0.02% Reduce -0.2% 466 $253K
Cannell & Spears LLC 0.00% No change 464 $252K
Ifrah Financial Services, Inc. 0.07% Reduce -1.3% 464 $252K
Muirfield Wealth Advisors LLC 0.19% Add +0.2% 464 $252K
Pinkerton Wealth, LLC 0.03% No change 458 $249K
Lingohr Asset Management GmbH 0.43% No change 457 $248K
Canandaigua National Bank & Trust Co. 0.02% Reduce -28.8% 454 $246K
Signaturefd, LLC 0.00% Reduce -7.2% 454 $246K
Longboard Asset Management, LP 0.40% No change 451 $245K
Ausdal Financial Partners, Inc. 0.01% New 450 $244K
Marco Investment Management LLC 0.02% No change 450 $244K
CHICAGO TRUST Co NA 0.03% No change 447 $243K
Pure Financial Advisors, LLC 0.00% Reduce -15.8% 446 $242K
Journey Strategic Wealth LLC 0.01% Add +7.0% 444 $241K
HighPoint Advisor Group LLC 0.01% Reduce -11.8% 442 $240K
Swedbank AB 0.00% New 441 $239K
Summit Wealth Group LLC / Co. 0.03% New 1,214 $237K
Oregon Pacific Wealth Management, LLC 0.21% New 437 $237K
Evoke Wealth, LLC 0.00% Add +4.1% 435 $236K
RFG Advisory, LLC 0.00% Reduce -2.0% 429 $233K
VestGen Advisors, LLC 0.01% New 428 $232K
Wallace Advisory Group, LLC 0.19% Reduce -25.8% 475 $232K
International Assets Investment Management, LLC 0.02% No change 484 $231K
Washington Trust Advisors, Inc. 0.02% No change 421 $229K
Austin Private Wealth, LLC 0.02% New 419 $227K
Venturi Wealth Management, LLC 0.01% New 415 $225K
AlphaQuest LLC 0.01% Reduce -86.9% 414 $225K
Cooper Financial Group 0.02% Add +0.2% 413 $224K
Glenview Trust Co 0.00% Reduce -25.3% 413 $224K
Park Edge Advisors, LLC 0.05% No change 412 $224K
Diametric Capital, LP 0.08% New 410 $223K
Oakworth Capital, Inc. 0.01% No change 410 $223K
Almanack Investment Partners, LLC. 0.03% New 409 $222K
Axxcess Wealth Management, LLC 0.00% Reduce -31.8% 409 $222K
Long Island Wealth Management, Inc. 0.11% New 405 $220K
DGS Capital Management, LLC 0.04% New 401 $218K
Savvy Advisors, Inc. 0.01% New 401 $218K
HHM Wealth Advisors, LLC 0.03% No change 400 $217K
James Investment Research, Inc. 0.02% New 400 $217K
Fiduciary Trust Co 0.00% New 400 $217K
Bridgewater Advisors Inc. 0.01% New 375 $216K
Bellecapital International Ltd. 0.03% Reduce -65.9% 396 $215K
Waddell & Associates, LLC 0.02% New 393 $213K
First Financial Bankshares Inc 0.00% New 393 $213K
Optas, LLC 0.04% Reduce -40.4% 392 $213K
Sage Investment Counsel LLC 0.24% New 392 $213K
Bridgefront Capital, LLC 0.06% Reduce -85.8% 388 $211K
D.A. Davidson & Co. 0.00% New 387 $210K
World Investment Advisors 0.00% New 385 $209K
Richmond Investment Services, LLC 0.04% New 384 $208K
Hutchens & Kramer Investment Management Group, LLC 0.08% New 379 $206K
Full Sail Capital, LLC 0.01% New 379 $206K
Cyndeo Wealth Partners, LLC 0.01% New 374 $203K
Emprise Bank 0.09% New 371 $201K
Cigna Investments Inc. 0.03% New 372 $201K
Verus Capital Partners, LLC 0.02% New 370 $201K
Ewa, LLC 0.06% New 370 $201K
Hemington Wealth Management 0.03% Add +2.3% 356 $193K
Adalta Capital Management LLC 0.09% No change 352 $191K
Clean Yield Group 0.05% No change 350 $190K
Evolution Advisers, Inc. 0.09% No change 350 $189K
USA Financial Formulas 0.03% New 346 $188K
Montag A & Associates Inc. 0.01% Reduce -39.3% 343 $186K
Harbour Investments, Inc. 0.00% Add +1.2% 336 $183K
Smartleaf Asset Management LLC 0.01% Add +92.4% 302 $160K
Advisory Services Network, LLC 0.00% New 289 $157K
Allworth Financial LP 0.00% Add +162.7% 289 $157K
Parallel Advisors, LLC 0.00% Reduce -1.4% 272 $148K
True Wealth Design, LLC 0.05% Add +65.8% 272 $148K
Wilmington Savings Fund Society, FSB 0.00% Add +113.5% 269 $146K
Bayforest Capital Ltd 0.07% Add +2540.0% 264 $143K
Orion Capital Management LLC 0.05% Add +4.0% 258 $140K
SBI Securities Co., Ltd. 0.00% Reduce -8.2% 248 $135K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -91.0% 236 $128K
SouthState Bank Corp 0.01% Reduce -0.8% 236 $128K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 231 $125K
Tsfg, LLC 0.02% No change 217 $118K
Point72 (DIFC) Ltd 0.01% Reduce -96.1% 211 $115K
Rothschild Investment LLC 0.01% Add +2512.5% 209 $113K
Huntington National Bank 0.00% Add +9.5% 208 $113K
Hager Investment Management Services, LLC 0.06% New 201 $109K
Group One Trading LLC 0.00% Reduce -90.9% 191 $104K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.4% 171 $93K
Wellington Shields & Co., LLC 0.02% Reduce -34.0% 169 $92K
Sachetta, LLC 0.03% No change 167 $91K
Park Place Capital Corp 0.02% Reduce -13.9% 167 $91K
Northwestern Mutual Wealth Management Co. 0.00% Add +64.0% 164 $89K
Wexford Capital LP 0.03% Reduce -40.4% 155 $84K
Ancora Advisors LLC 0.00% No change 145 $79K
Nomura Asset Management Co. Ltd. 0.00% No change 140 $76K
Hazlett, Burt & Watson, Inc. 0.03% Add +575.0% 135 $74K
Blue Trust, Inc. 0.00% Add +10.7% 134 $73K
Cedar Mountain Advisors, LLC 0.01% No change 128 $69K
Wealthspire Advisors, LLC 0.00% New 126 $68K
GPS Wealth Strategies Group, LLC 0.01% No change 110 $60K
West Oak Capital, LLC 0.03% No change 100 $54K
1 North Wealth Services LLC 0.02% No change 100 $54K
Cornerstone Planning Group LLC 0.01% Add +8800.0% 89 $53K
SJS Investment Consulting Inc. 0.01% Add +1840.0% 97 $53K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -91.5% 93 $50K
Root Financial Partners, LLC 0.00% New 93 $50K
Kennebec Savings Bank 0.04% Reduce -23.2% 86 $47K
YANKCOM Partnership 0.02% No change 86 $47K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 86 $47K
Sunbelt Securities, Inc. 0.00% New 80 $43K
Trust Co. of Vermont 0.00% No change 80 $43K
Rise Advisors, LLC 0.01% No change 73 $40K
Brown Brothers Harriman & Co. 0.00% No change 67 $36K
First Horizon Corp. 0.00% — 63 $34K
Physician Wealth Advisors, Inc. 0.00% Add +3.3% 62 $34K
Contravisory Investment Management, Inc. 0.01% Reduce -10.3% 61 $33K
Larson Financial Group LLC 0.00% Add +53.9% 60 $33K
Transamerica Financial Advisors, LLC 0.00% New 58 $31K
Parkside Financial Bank & Trust 0.00% No change 52 $28K
Graney & King, LLC 0.02% No change 50 $27K
Atlantic Union Bankshares Corp 0.00% New 48 $26K
Covestor Ltd 0.01% Reduce -35.6% 47 $25K
JFS Wealth Advisors, LLC 0.00% No change 45 $24K
Financial Network Wealth Advisors LLC 0.02% No change 37 $20K
Quantbot Technologies LP 0.00% Reduce -99.9% 36 $20K
MV Capital Management, Inc. 0.00% No change 34 $18K
Farmers & Merchants Investments Inc. 0.00% Add +6.5% 33 $18K
Richardson Financial Services Inc. 0.01% Add +19.2% 31 $17K
Stone House Investment Management, LLC 0.00% No change 30 $16K
Park Square Financial Group, LLC 0.07% Reduce -27.5% 29 $16K
Dogwood Wealth Management LLC 0.01% Add +64.7% 28 $15K
Anchor Investment Management, LLC 0.00% New 25 $14K
Quarry LP 0.00% Reduce -95.5% 24 $13K
JPL Wealth Management, LLC 0.00% New 24 $13K
Private Trust Co. NA 0.00% Reduce -14.3% 24 $13K
Robinswood Financial LLC 0.00% No change 24 $13K
Mather Group, Llc. 0.00% New 23 $12K
Prestige Wealth Management Group LLC 0.00% No change 22 $12K
CVA Family Office, LLC 0.00% No change 22 $12K
Activest Wealth Management 0.00% Add +2000.0% 21 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $11K
IAG Wealth Partners, LLC 0.00% No change 20 $11K
Salomon & Ludwin, LLC 0.00% New 20 $11K
Strategic Wealth Partners, Ltd. 0.00% New 19 $10K
T. Rowe Price Investment Management, Inc. 0.00% New 17 $10K
Raffa Wealth Management, LLC 0.00% No change 18 $10K
Avion Wealth 0.00% Add +6.3% 17 $9K
Fortitude Family Office, LLC 0.00% Add +23.1% 16 $9K
Clearstead Trust, LLC 0.00% Add +7.1% 15 $8K
Elevation Wealth Partners, LLC 0.00% New 14 $8K
Cape Investment Advisory, Inc. 0.01% Reduce -33.3% 12 $7K
Halbert Hargrove Global Advisors, LLC 0.00% New 11 $6K
Bare Financial Services, Inc 0.00% Reduce -9.1% 10 $5K
Webster Bank, N. A. 0.00% No change 10 $5K
Cloud Capital Management, LLC 0.00% New 11 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 9 $5K
Rakuten Securities, Inc. 0.00% Reduce -47.1% 9 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 8 $4K
Meeder Asset Management Inc. 0.00% Reduce -99.6% 8 $4K
Accent Capital Management, LLC 0.00% New 7 $4K
Legacy Wealth Managment, LLC 0.00% No change 6 $3K
MTM Investment Management, LLC 0.00% No change 6 $3K
Colonial Trust Co / SC 0.00% Reduce -50.0% 6 $3K
Tortoise Investment Management, LLC 0.00% Add +100.0% 6 $3K
Valley National Advisers Inc. 0.00% No change 7 $3K
Rialto Wealth Management, LLC 0.00% Add +25.0% 5 $3K
Addison Advisors LLC 0.00% New 5 $3K
Hughes Financial Services, LLC 0.00% No change 4 $2K
Valued Wealth Advisors LLC 0.00% No change 4 $2K
Cromwell Holdings LLC 0.00% No change 4 $2K
Bruce G. Allen Investments, LLC 0.00% No change 4 $2K
Bell Investment Advisors, Inc 0.00% No change 4 $2K
Marquette Asset Management, LLC 0.00% New 4 $2K
Plante Moran Financial Advisors, LLC 0.00% New 4 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 4 $2K
ORG Partners LLC 0.00% No change 4 $2K
Rossby Financial, LCC 0.00% No change 4 $2K
Financial Management Professionals, Inc. 0.00% No change 3 $2K
Kilter Group LLC 0.00% No change 3 $2K
HFM Investment Advisors, LLC 0.00% No change 3 $2K
Arlington Trust Co LLC 0.00% Reduce -50.0% 3 $2K
Bogart Wealth, LLC 0.00% Add +50.0% 3 $2K
Binnacle Investments Inc 0.00% No change 2 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
PEAK6 LLC 0.00% Reduce -66.7% 1 $562
Principia Wealth Advisory, LLC 0.00% No change 1 $543
Quaker Wealth Management, LLC 0.00% No change 1 $543
TFC Financial Management, Inc. 0.00% No change 1 $543
Private Wealth Asset Management, LLC 0.00% No change 1 $543
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $543
Turning Point Benefit Group, Inc. 0.00% New 1 $542

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