Curtiss-WrightCW
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 838 institutions reported holding Curtiss-Wright Corp. (CW) in their 13F filings, up 48 from Q3 2025. 94 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Group Inc. ($1.9B) and State Street Corp. ($783.3M). 11 famous investors held it, including Mario Gabelli (0.7% of GAMCO Investors's portfolio), Paul Tudor Jones (0.2% 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $261.2M |
| Exits | 62 | $192.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,265,921 shares bought and 2,508,106 shares sold, net −242,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 838 holders
| BlackRock, Inc. | 0.04% | Reduce -2.4% | 4,148,326 | $2.3B |
| Vanguard Group Inc. | 0.03% | Reduce -3.1% | 3,485,658 | $1.9B |
| State Street Corp. | 0.03% | Reduce -1.1% | 1,420,859 | $783.3M |
| Invesco Ltd. | 0.06% | Add +7.9% | 1,217,608 | $671.2M |
| Geode Capital Management, LLC | 0.03% | Add +6.0% | 841,788 | $464.1M |
| TD Asset Management Inc | 0.34% | Reduce -2.2% | 774,195 | $426.8M |
| Massachusetts Financial Services Co. | 0.14% | Add +5.4% | 768,260 | $423.5M |
| Van Eck Associates Corp. | 0.32% | Reduce -6.9% | 688,901 | $379.8M |
| Primecap Management Co. | 0.24% | Reduce -9.0% | 564,000 | $310.9M |
| AQR Capital Management | 0.15% | Add +9.3% | 533,264 | $294.0M |
| Norges Bank | 0.03% | — | 527,207 | $290.6M |
| Franklin Resources Inc. | 0.07% | Add +61.0% | 490,489 | $270.4M |
| American Century Companies Inc. | 0.13% | Add +22.8% | 484,042 | $266.8M |
| Bank of New York Mellon Corp | 0.04% | Reduce -13.0% | 400,796 | $220.9M |
| Morgan Stanley | 0.01% | Add +0.7% | 387,663 | $213.7M |
| Allspring Global Investments Holdings, LLC | 0.30% | Add +5.7% | 319,807 | $183.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.8% | 328,466 | $181.1M |
| Northern Trust Corp. | 0.02% | Reduce -5.7% | 294,073 | $162.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -3.8% | 289,356 | $159.5M |
| William Blair Investment Management, LLC | 0.43% | Reduce -10.4% | 277,837 | $153.2M |
| Congress Asset Management Co. | 1.05% | Reduce -10.4% | 269,885 | $148.8M |
| FMR LLC | 0.01% | Add +7.1% | 267,509 | $147.5M |
| Millennium Management | 0.10% | Add +12.2% | 237,553 | $131.0M |
| Driehaus Capital Management LLC | 0.86% | Reduce -14.6% | 229,703 | $126.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.9% | 213,326 | $117.6M |
| Qube Research & Technologies Ltd | 0.16% | Add +31.5% | 205,763 | $113.4M |
| Alliancebernstein L.P. | 0.04% | Reduce -12.5% | 203,583 | $112.2M |
| Fiera Capital Corp | 0.35% | Add +32.9% | 202,894 | $111.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -2.8% | 194,868 | $107.4M |
| Jane Street Group, LLC | 0.11% | Add +740.3% | 173,767 | $95.8M |
| Principal Financial Group Inc. | 0.05% | Reduce -3.3% | 172,365 | $95.0M |
| First Trust Advisors LP | 0.07% | Add +16.3% | 171,830 | $94.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -0.3% | 165,023 | $91.0M |
| TimesSquare Capital Management, LLC | 1.37% | Reduce -5.1% | 164,677 | $90.8M |
| Blair William & Co. | 0.23% | Add +20.1% | 157,001 | $86.5M |
| Brown Advisory Inc. | 0.12% | Reduce -23.9% | 152,407 | $84.0M |
| Lazard Asset Management LLC | 0.14% | Add +14.4% | 150,783 | $83.1M |
| Victory Capital Management Inc. | 0.05% | Reduce -2.9% | 148,634 | $81.9M |
| UBS Group AG | 0.02% | Add +20.0% | 143,434 | $79.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.4% | 142,410 | $78.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.4% | 140,955 | $77.7M |
| Axiom Investors LLC | 0.67% | New | 139,482 | $76.9M |
| Bank of America Corp. | 0.01% | Reduce -5.8% | 136,539 | $75.3M |
| Fisher Asset Management | 0.02% | Add +9.6% | 132,071 | $72.8M |
| Quantinno Capital Management LP | 0.15% | Add +29.6% | 131,806 | $72.7M |
| Clark Capital Management Group, Inc. | 0.44% | Reduce -20.4% | 130,681 | $72.0M |
| GAMCO Investors | 0.69% | Reduce -2.7% | 130,007 | $71.7M |
| Nuveen, LLC | 0.02% | Reduce -28.6% | 127,192 | $70.1M |
| Fayez Sarofim & Co | 0.16% | No change | 121,724 | $67.1M |
| Voloridge Investment Management, LLC | 0.23% | Reduce -17.9% | 119,375 | $65.8M |
| Silvercrest Asset Management Group LLC | 0.43% | Reduce -10.8% | 113,917 | $62.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -16.6% | 113,084 | $62.3M |
| Sei Investments Co. | 0.06% | Add +14.3% | 112,761 | $62.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.2% | 112,587 | $62.1M |
| Wedge Capital Management L L P | 1.10% | Reduce -16.3% | 111,530 | $61.5M |
| Gabelli Funds LLC | 0.38% | Add +0.1% | 100,912 | $55.6M |
| Freestone Grove Partners LP | 0.39% | Reduce -14.7% | 97,937 | $54.0M |
| ArrowMark Colorado Holdings LLC | 1.18% | Reduce -21.3% | 97,649 | $53.8M |
| Rhumbline Advisers | 0.04% | Reduce -6.8% | 96,217 | $53.0M |
| Swedbank AB | 0.05% | Add +21101.8% | 93,500 | $51.5M |
| Vaughan Nelson Investment Management, L.P. | 0.50% | New | 92,675 | $51.1M |
| Two Sigma Investments, LP | 0.08% | Add +208.9% | 90,101 | $49.7M |
| Panagora Asset Management Inc. | 0.17% | Reduce -29.3% | 87,651 | $48.3M |
| Retirement Systems of Alabama | 0.15% | Reduce -1.5% | 86,027 | $47.4M |
| Hardman Johnston Global Advisors LLC | 2.24% | Reduce -11.6% | 85,449 | $47.1M |
| Baird Financial Group, Inc. | 0.07% | Add +317.5% | 85,427 | $47.1M |
| Wells Fargo & Company | 0.01% | Add +6.4% | 84,220 | $46.4M |
| Raymond James Financial Inc. | 0.01% | Add +6.1% | 83,011 | $46.0M |
| Woodline Partners LP | 0.17% | Add +34.1% | 78,505 | $43.3M |
| Swiss National Bank | 0.02% | Add +1.6% | 74,260 | $40.9M |
| Point72 Asset Management | 0.07% | Add +843.0% | 73,569 | $40.6M |
| Vident Advisory, LLC | 0.38% | Reduce -15.8% | 72,575 | $40.0M |
| California Public Employees Retirement System | 0.02% | Add +0.8% | 70,620 | $38.9M |
| Legal & General Group Plc | 0.01% | Reduce -13.6% | 68,831 | $37.9M |
| Schroder Investment Management Group | 0.03% | Add +25.2% | 67,700 | $37.8M |
| Whittier Trust Co. | 0.40% | Add +0.1% | 62,778 | $37.2M |
| Public Employees Retirement Association of Colorado | 0.13% | Reduce -26.7% | 65,613 | $36.2M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -5.8% | 65,237 | $36.0M |
| Gotham Asset Management | 0.13% | Add +20.6% | 63,862 | $35.2M |
| Zurich Insurance Group Ltd | 0.24% | New | 63,371 | $34.9M |
| National Bank of Canada | 0.04% | Add +6.5% | 62,999 | $34.7M |
| Balyasny Asset Management L.P. | 0.07% | Add +134.1% | 60,742 | $33.5M |
| Alyeska Investment Group, L.P. | 0.09% | Reduce -14.8% | 59,579 | $32.8M |
| Barclays PLC | 0.01% | Reduce -30.4% | 58,248 | $32.1M |
| New York State Common Retirement Fund | 0.04% | No change | 56,989 | $31.4M |
| Neuberger Berman Group LLC | 0.02% | Add +23.3% | 55,917 | $30.8M |
| Curi Capital, LLC | 0.53% | Reduce -11.0% | 55,322 | $30.5M |
| LPL Financial LLC | 0.01% | Reduce -3.4% | 55,042 | $30.3M |
| Scopus Asset Management, L.P. | 0.84% | Add +89.3% | 54,737 | $30.2M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -28.3% | 54,080 | $29.8M |
| Wellington Management Group LLP | 0.01% | Reduce -4.8% | 53,655 | $29.6M |
| Credit Agricole S A | 0.08% | Add +15.6% | 52,641 | $29.0M |
| Tudor Investment Corporation | 0.17% | Reduce -41.5% | 52,578 | $29.0M |
| New York State Teachers Retirement System | 0.05% | Reduce -2.6% | 50,846 | $28.0M |
| State of Wisconsin Investment Board | 0.06% | Add +1.8% | 49,730 | $27.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -22.5% | 49,511 | $27.3M |
| Bridgewater Associates | 0.09% | Add +29.3% | 46,799 | $25.8M |
| Algert Global LLC | 0.39% | Reduce -1.4% | 45,473 | $25.1M |
| Natixis Advisors, LLC | 0.03% | Add +13.3% | 43,653 | $24.1M |
| Arbejdsmarkedets Tillaegspension | 0.61% | — | 43,149 | $23.8M |
| ArchPoint Investors | 5.50% | Add +6.3% | 42,050 | $23.2M |
| Citigroup Inc. | 0.02% | Reduce -9.8% | 41,049 | $22.6M |
| Assenagon Asset Management S.A. | 0.03% | Add +2573.0% | 40,923 | $22.6M |
| Citadel Advisors | 0.02% | New | 40,900 | $22.5M |
| Waratah Capital Advisors Ltd. | 1.62% | Add +256.3% | 38,688 | $21.3M |
| Bessemer Group Inc. | 0.03% | Add +57.7% | 38,587 | $21.3M |
| Nomura Asset Management International Inc. | 0.03% | — | 37,400 | $20.6M |
| Two Sigma Advisers, LP | 0.04% | Add +93.5% | 37,160 | $20.5M |
| Exchange Traded Concepts, LLC | 0.17% | Add +18.3% | 36,644 | $20.2M |
| Covea Finance | 0.66% | Reduce -11.7% | 36,281 | $20.0M |
| Eagle Global Advisors LLC | 0.74% | No change | 36,124 | $19.9M |
| Fort Washington Investment Advisors Inc. | 0.11% | Add +13.1% | 35,910 | $19.8M |
| California State Teachers Retirement System | 0.02% | Reduce -0.1% | 35,350 | $19.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -8.0% | 34,619 | $19.1M |
| Man Group plc | 0.04% | Reduce -54.5% | 34,523 | $19.0M |
| HSBC Holdings PLC | 0.01% | Add +53.6% | 33,414 | $18.6M |
| Aptus Capital Advisors, LLC | 0.16% | Reduce -5.6% | 33,301 | $18.4M |
| Midwest Trust Co | 0.23% | Reduce -5.8% | 33,169 | $18.3M |
| Smith Salley Wealth Management | 0.89% | Reduce -0.7% | 32,769 | $18.1M |
| HWG Holdings LP | 4.33% | Add +4.0% | 32,435 | $17.9M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +16.0% | 32,431 | $17.9M |
| HRT Financial LP | 0.06% | Add +1325.9% | 32,340 | $17.8M |
| Daiwa Securities Group Inc. | 0.06% | Add +2.6% | 32,235 | $17.8M |
| Running Oak Capital LLC | 2.20% | Reduce -12.7% | 31,794 | $17.5M |
| BNP Paribas Financial Markets | 0.01% | Add +24.9% | 31,472 | $17.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -6.4% | 31,208 | $17.2M |
| Visualize Group LP | 6.34% | New | 30,802 | $17.0M |
| State of Alaska, Department of Revenue | 0.18% | Reduce -1.4% | 30,747 | $16.9M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 30,672 | $16.9M |
| Systematic Financial Management LP | 0.40% | Reduce -24.7% | 30,641 | $16.9M |
| Whittier Trust Co. of Nevada Inc. | 0.35% | Add +1.5% | 28,438 | $16.9M |
| Wealth High Governance Asset Management Ltda. | 3.01% | — | 30,513 | $16.8M |
| GHP Investment Advisors, Inc. | 0.68% | Reduce -6.1% | 29,825 | $16.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -18.5% | 29,173 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 28,327 | $15.6M |
| Allianz Asset Management GmbH | 0.02% | Reduce -2.8% | 27,787 | $15.3M |
| 1832 Asset Management L.P. | 0.02% | Add +841.4% | 27,478 | $15.1M |
| Owl Creek Asset Management, L.P. | 1.82% | Reduce -44.4% | 27,411 | $15.1M |
| Agf Management Ltd. | 0.07% | Reduce -28.0% | 27,372 | $15.1M |
| Prudential Financial Inc. | 0.02% | Reduce -64.4% | 27,181 | $15.0M |
| Ensign Peak Advisors, Inc | 0.03% | Add +68.2% | 26,055 | $14.4M |
| SG Americas Securities, LLC | 0.02% | Add +738.8% | 26,003 | $14.3M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -3.5% | 25,854 | $14.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -5.1% | 25,469 | $14.0M |
| Storebrand Asset Management As | 0.04% | New | 25,186 | $13.9M |
| Ieq Capital, LLC | 0.04% | Add +36.7% | 24,557 | $13.5M |
| Frontier Capital Management Co. LLC | 0.14% | Reduce -0.8% | 24,078 | $13.3M |
| Bourgeon Capital Management LLC | 2.20% | Add +0.6% | 24,072 | $13.3M |
| AustralianSuper Pty Ltd | 0.06% | No change | 23,800 | $13.1M |
| Nordea Investment Management AB | 0.01% | Reduce -15.4% | 23,210 | $12.9M |
| Cetera Investment Advisers | 0.01% | Reduce -0.8% | 22,813 | $12.6M |
| Appleton Partners Inc. | 0.82% | Reduce -1.1% | 22,652 | $12.5M |
| DNB Asset Management AS | 0.04% | Add +86.8% | 22,135 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -22.5% | 21,541 | $11.9M |
| Voya Investment Management LLC | 0.01% | Reduce -14.8% | 20,923 | $11.5M |
| LaFleur & Godfrey LLC | 1.39% | Reduce -0.6% | 20,857 | $11.5M |
| Hantz Financial Services, Inc. | 0.17% | Reduce -14.2% | 20,791 | $11.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.1% | 20,373 | $11.2M |
| Captrust Financial Advisors | 0.02% | Add +1.4% | 20,216 | $11.1M |
| Comerica Bank | 0.04% | Reduce -4.9% | 20,089 | $11.1M |
| Brevan Howard Capital Management LP | 0.23% | Add +59.4% | 20,000 | $11.0M |
| Oddo BHF Asset Management Sas | 0.41% | New | 19,803 | $10.9M |
| Teacher Retirement System of Texas | 0.04% | Reduce -12.4% | 19,784 | $10.9M |
| Cerity Partners LLC | 0.02% | Add +16.2% | 19,635 | $10.8M |
| Advisors Asset Management, Inc. | 0.18% | Add +4.7% | 19,592 | $10.8M |
| BW Gestao de Investimentos Ltda. | 0.38% | Add +62.4% | 19,489 | $10.7M |
| Wealth High Governance Capital Ltda | 3.15% | Add +8.3% | 19,487 | $10.7M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -7.3% | 19,421 | $10.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +101.9% | 19,257 | $10.6M |
| Munro Partners | 0.29% | Reduce -88.5% | 18,820 | $10.4M |
| Horizon Investments, LLC | 0.13% | Reduce -1.3% | 18,779 | $10.4M |
| Marks Group Wealth Management, Inc | 0.98% | Reduce -13.6% | 18,649 | $10.3M |
| Cwm, LLC | 0.03% | Add +75.8% | 18,425 | $10.2M |
| MetLife Investment Management, LLC | 0.05% | Reduce -6.9% | 18,031 | $9.9M |
| Acadian Asset Management LLC | 0.02% | Reduce -17.5% | 17,921 | $9.9M |
| Bahl & Gaynor LLC | 0.05% | Reduce -13.4% | 17,670 | $9.7M |
| Burney Co./ | 0.30% | Add +0.5% | 17,399 | $9.6M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -13.2% | 14,366 | $9.4M |
| Tribune Investment Group LP | 5.70% | Reduce -5.6% | 17,000 | $9.4M |
| Dorsey Wright & Associates | 2.03% | Reduce -3.4% | 16,628 | $9.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -40.3% | 16,856 | $9.3M |
| Janus Henderson Group PLC | 0.00% | Add +2.8% | 16,766 | $9.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -24.1% | 16,738 | $9.2M |
| Mariner, LLC | 0.01% | Add +54.3% | 16,612 | $9.2M |
| Amalgamated Bank | 0.06% | Reduce -7.9% | 16,293 | $9.0M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Reduce -3.8% | 16,023 | $8.8M |
| South Dakota Investment Council | 0.17% | Reduce -26.1% | 15,779 | $8.7M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -6.8% | 15,751 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.3% | 15,577 | $8.6M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -11.8% | 15,347 | $8.5M |
| Texas Yale Capital Corp. | 0.25% | No change | 15,210 | $8.4M |
| MML Investors Services, LLC | 0.02% | Add +6.7% | 15,139 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +16.8% | 13,667 | $8.1M |
| Deutsche Bank AG | 0.00% | Reduce -4.0% | 14,194 | $7.8M |
| Beese Fulmer Investment Management, Inc. | 0.50% | Add +2.2% | 13,948 | $7.7M |
| Amundi | 0.00% | Reduce -33.6% | 13,597 | $7.5M |
| FIL Ltd | 0.01% | Add +0.2% | 13,490 | $7.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +15.8% | 13,469 | $7.4M |
| Hood River Capital Management LLC | 0.08% | Reduce -1.4% | 13,309 | $7.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -9.5% | 13,183 | $7.3M |
| iA Global Asset Management Inc. | 0.09% | Reduce -32.9% | 12,620 | $7.0M |
| O'Brien Greene & Co. Inc | 2.06% | Add +5.9% | 12,608 | $7.0M |
| Renaissance Technologies | 0.01% | Reduce -73.5% | 12,580 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -9.8% | 12,482 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Add +53.0% | 12,472 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.4% | 12,187 | $6.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -3.3% | 12,160 | $6.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -42.7% | 12,155 | $6.7M |
| Intech Investment Management LLC | 0.06% | Reduce -43.8% | 12,014 | $6.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +12.5% | 11,959 | $6.6M |
| KLP Kapitalforvaltning As | 0.03% | Add +1.0% | 11,920 | $6.6M |
| Yousif Capital Management, LLC | 0.07% | Reduce -3.9% | 10,049 | $6.5M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 11,817 | $6.5M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -2.4% | 11,791 | $6.5M |
| New Millennium Group LLC | 2.75% | Add +0.4% | 11,515 | $6.3M |
| Creative Planning | 0.00% | Add +27.9% | 11,270 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +6.4% | 11,023 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -74.1% | 11,000 | $6.1M |
| Pacer Advisors, Inc. | 0.02% | Add +114.8% | 10,759 | $5.9M |
| Arizona State Retirement System | 0.03% | Reduce -5.7% | 10,513 | $5.8M |
| Cardinal Capital Management | 0.77% | Reduce -0.1% | 10,509 | $5.8M |
| KCM Investment Advisors LLC | 0.18% | Reduce -1.4% | 10,288 | $5.7M |
| Trexquant Investment LP | 0.05% | Reduce -55.6% | 10,239 | $5.6M |
| Rodgers Brothers Inc. | 0.67% | No change | 10,205 | $5.6M |
| Louisiana State Employees Retirement System | 0.10% | Reduce -2.9% | 10,200 | $5.6M |
| Atika Capital Management LLC | 0.76% | Reduce -1.7% | 9,882 | $5.4M |
| Inspire Investing, LLC | 0.49% | Add +28.0% | 9,836 | $5.4M |
| Engineers Gate Manager LP | 0.06% | Reduce -43.9% | 9,355 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -4.6% | 9,228 | $5.1M |
| Jump Financial, LLC | 0.07% | Reduce -31.8% | 9,142 | $5.0M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -7.1% | 9,097 | $5.0M |
| Focus Partners Wealth | 0.01% | Reduce -81.1% | 9,069 | $5.0M |
| State of Michigan Retirement System | 0.02% | Reduce -2.2% | 8,761 | $4.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +133.4% | 8,491 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +52.1% | 9,523 | $4.7M |
| Campbell Newman Asset Management Inc. | 0.34% | Reduce -3.7% | 8,426 | $4.6M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -0.2% | 7,672 | $4.6M |
| Bokf, NA | 0.07% | Reduce -12.2% | 8,256 | $4.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -1.8% | 8,250 | $4.5M |
| Elevatus Welath Management | 1.24% | No change | 8,225 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 8,062 | $4.4M |
| Baer Investment Advisory LLC | 6.12% | Add +4.2% | 7,963 | $4.4M |
| New Mexico Educational Retirement Board | 0.13% | No change | 7,800 | $4.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Reduce -22.2% | 7,800 | $4.3M |
| Ameritas Investment Partners, Inc. | 0.13% | Reduce -3.9% | 7,458 | $4.1M |
| Catalyst Funds Management Pty Ltd | 0.95% | Add +72.8% | 7,432 | $4.1M |
| Oregon Public Employees Retirement Fund | 0.05% | Reduce -2.9% | 7,374 | $4.1M |
| Chilton Investment Co. Inc. | 0.08% | Reduce -0.0% | 7,312 | $4.0M |
| Harvest Investment Services, LLC | 0.76% | Reduce -0.8% | 7,279 | $4.0M |
| ABN AMRO Bank N.V. | 0.04% | Add +57.1% | 7,018 | $3.9M |
| Voleon Capital Management LP | 0.08% | Reduce -8.2% | 7,047 | $3.9M |
| Kingdon Capital Management, L.L.C. | 0.59% | Reduce -60.0% | 7,000 | $3.9M |
| Federated Hermes, Inc. | 0.01% | Add +22.9% | 6,919 | $3.8M |
| US Bancorp \de | 0.00% | Reduce -7.3% | 6,910 | $3.8M |
| Ethic Inc. | 0.06% | Reduce -6.2% | 6,893 | $3.8M |
| Assetmark, Inc. | 0.01% | Reduce -2.4% | 6,842 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +3.4% | 6,705 | $3.7M |
| Pinnbrook Capital Management LP | 0.90% | Reduce -56.1% | 6,330 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -4.4% | 6,313 | $3.5M |
| New Age Alpha Advisors, LLC | 0.15% | Reduce -14.4% | 6,264 | $3.5M |
| Utah Retirement Systems | 0.03% | No change | 6,238 | $3.4M |
| Gallo Partners, LP | 3.03% | Add +93.1% | 6,230 | $3.4M |
| Diversify Wealth Management, LLC | 0.16% | Add +5.4% | 5,374 | $3.4M |
| Nicholas Investment Partners, LP | 0.28% | No change | 6,194 | $3.4M |
| Brooklyn Investment Group | 0.16% | Add +205.5% | 6,025 | $3.4M |
| CI Investments Inc. | 0.01% | Reduce -93.3% | 6,119 | $3.4M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Reduce -9.5% | 6,117 | $3.4M |
| Radnor Capital Management, LLC | 0.50% | Reduce -18.8% | 6,091 | $3.4M |
| STRS Ohio | 0.01% | Add +0.0% | 5,800 | $3.2M |
| Mackenzie Financial Corp. | 0.00% | Add +125.9% | 5,616 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.9% | 5,669 | $3.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +8.5% | 5,629 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -46.4% | 5,547 | $3.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 5,473 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +63.9% | 5,403 | $3.0M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -13.4% | 5,348 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -14.1% | 5,327 | $2.9M |
| Genus Capital Management Inc. | 0.34% | No change | 5,300 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -15.8% | 5,295 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -9.3% | 5,227 | $2.9M |
| Commerce Bank | 0.02% | Add +4.5% | 5,180 | $2.9M |
| Erste Asset Management GmbH | 0.02% | Add +378.4% | 5,057 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +2.9% | 5,143 | $2.8M |
| Sterling Capital Management LLC | 0.05% | Reduce -6.3% | 5,128 | $2.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -5.1% | 5,007 | $2.8M |
| Summit Trail Advisors, LLC | 0.05% | Add +23.4% | 4,981 | $2.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Reduce -13.8% | 4,964 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.2% | 4,655 | $2.6M |
| Occudo Quantitative Strategies LP | 0.17% | Add +60.1% | 4,569 | $2.5M |
| Level Four Advisory Services, LLC | 0.08% | Add +1.1% | 4,515 | $2.5M |
| WCM Investment Management, LLC | 0.01% | Reduce -0.5% | 4,378 | $2.4M |
| Candriam S.C.A. | 0.01% | Reduce -5.1% | 4,250 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +8.7% | 4,249 | $2.3M |
| PDT Partners, LLC | 0.15% | No change | 4,239 | $2.3M |
| Caprock Group, LLC | 0.05% | Add +53.4% | 4,142 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.3% | 4,136 | $2.3M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | — | 4,104 | $2.3M |
| Ritholtz Wealth Management | 0.04% | Add +2.0% | 4,088 | $2.3M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -57.3% | 4,083 | $2.3M |
| Cibc World Markets Corp. | 0.01% | — | 4,050 | $2.2M |
| Peak Financial Advisors LLC | 0.99% | Add +179.5% | 4,011 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 3,961 | $2.2M |
| Freemont Management S.A. | 0.42% | Add +200.0% | 3,900 | $2.1M |
| Legacy Wealth Asset Management, LLC | 0.50% | Reduce -10.8% | 3,719 | $2.1M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.46% | No change | 3,652 | $2.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -29.0% | 3,636 | $2.0M |
| Linden Thomas Advisory Services, LLC | 0.20% | Add +3.8% | 3,629 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.6% | 3,606 | $2.0M |
| Wellington Shields Capital Management, LLC | 0.29% | No change | 3,550 | $2.0M |
| Xponance LLC | 0.01% | Reduce -17.4% | 3,462 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -5.8% | 3,441 | $1.9M |
| AIA Group Ltd | 0.03% | New | 3,393 | $1.9M |
| Norden Group LLC | 0.18% | Reduce -9.3% | 3,345 | $1.8M |
| Vest Financial, LLC | 0.02% | Reduce -49.2% | 3,327 | $1.8M |
| Inceptionr LLC | 0.51% | Add +168.8% | 3,303 | $1.8M |
| NFSG Corp | 0.28% | Add +6.4% | 3,281 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.38% | Reduce -29.8% | 3,151 | $1.7M |
| Candelo Capital Management LP | 1.55% | Reduce -65.6% | 3,079 | $1.7M |
| Martingale Asset Management L P | 0.04% | Reduce -93.6% | 3,067 | $1.7M |
| Capital Management Associates | 2.43% | No change | 3,000 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +5.1% | 2,981 | $1.6M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -25.9% | 2,978 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +12.7% | 2,949 | $1.6M |
| Quest Investment Management LLC | 0.17% | Reduce -3.2% | 2,916 | $1.6M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.54% | Reduce -2.3% | 2,902 | $1.6M |
| &partners | 0.01% | Add +4.3% | 2,864 | $1.6M |
| DDFG, Inc | 0.35% | No change | 2,860 | $1.6M |
| Aaron Wealth Advisors LLC | 0.09% | Add +4.9% | 2,847 | $1.6M |
| Lisanti Capital Growth, LLC | 0.37% | Add +0.7% | 2,845 | $1.6M |
| Bank of Nova Scotia | 0.00% | Add +3.7% | 2,800 | $1.5M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | No change | 2,796 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +10.9% | 2,713 | $1.5M |
| Securian Asset Management, Inc. | 0.06% | Reduce -4.8% | 2,688 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +5.0% | 2,639 | $1.5M |
| Csenge Advisory Group | 0.07% | Add +322.5% | 2,632 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Add +10.0% | 2,185 | $1.5M |
| Polymer Capital Management (US) LLC | 0.19% | Add +24.0% | 2,605 | $1.4M |
| Globeflex Capital L P | 0.22% | No change | 2,561 | $1.4M |
| Pallas Capital Advisors LLC | 0.05% | Add +1.8% | 2,548 | $1.4M |
| Portside Wealth Group, LLC | 0.19% | Reduce -0.2% | 2,529 | $1.4M |
| Jennison Associates LLC | 0.00% | Reduce -97.6% | 2,528 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Add +43.9% | 2,519 | $1.4M |
| Ardsley Advisory Partners LP | 0.18% | New | 2,500 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -17.4% | 2,451 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +5.3% | 2,423 | $1.3M |
| Gibbs Wealth Management | 0.32% | Reduce -19.8% | 2,204 | $1.3M |
| Inscription Capital, LLC | 0.14% | Reduce -6.1% | 2,397 | $1.3M |
| Jain Global LLC | 0.01% | New | 2,397 | $1.3M |
| Ostrum Asset Management | 0.06% | New | 2,395 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +9.6% | 2,378 | $1.3M |
| S&co Inc. | 0.08% | No change | 2,372 | $1.3M |
| M&T Bank Corp | 0.00% | Add +84.8% | 2,362 | $1.3M |
| Vestcor Inc | 0.04% | No change | 2,331 | $1.3M |
| Virtu Financial LLC | 0.05% | New | 2,323 | $1.3M |
| Cadinha & Co. LLC | 0.20% | Reduce -2.1% | 2,318 | $1.3M |
| Diversified Trust Co. | 0.02% | No change | 2,310 | $1.3M |
| Rice Hall James & Associates, LLC | 0.07% | Reduce -26.9% | 2,300 | $1.3M |
| Dakota Wealth Management | 0.02% | New | 2,213 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +5.8% | 2,209 | $1.2M |
| Redmont Wealth Advisors LLC | 1.84% | Reduce -0.5% | 2,207 | $1.2M |
| Qtron Investments LLC | 0.16% | No change | 2,171 | $1.2M |
| Two Sigma Securities, LLC | 0.16% | New | 2,144 | $1.2M |
| Keybank National Association | 0.00% | Add +28.2% | 2,142 | $1.2M |
| CCG Wealth Management, LLC | 0.50% | Add +1.1% | 2,134 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +23.2% | 2,126 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 2,116 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +23.0% | 1,781 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +91.6% | 2,096 | $1.2M |
| Choreo, LLC | 0.01% | Add +0.5% | 2,049 | $1.1M |
| Blue Capital, Inc. | 0.81% | Reduce -5.6% | 2,072 | $1.1M |
| Oak Thistle LLC | 0.16% | New | 2,070 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +1.0% | 2,034 | $1.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Add +1.4% | 2,011 | $1.1M |
| NWF Advisory Services Inc. | 0.12% | No change | 2,004 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | New | 2,003 | $1.1M |
| Grove Bank & Trust | 0.12% | New | 2,002 | $1.1M |
| Corient IA LP | 1.04% | No change | 2,000 | $1.1M |
| Weik Capital Management | 0.41% | Reduce -9.1% | 2,000 | $1.1M |
| Redwood Investment Management, LLC | 0.12% | New | 1,977 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | Add +8.4% | 1,935 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | — | 1,931 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | Add +1.5% | 1,929 | $1.1M |
| Sandler Capital Management | 0.47% | Reduce -70.5% | 1,886 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | No change | 1,874 | $1.0M |
| VestGen Investment Management | 0.57% | Add +0.9% | 1,870 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Add +8.3% | 1,869 | $1.0M |
| Smith Chas P & Associates Pa Cpas | 0.05% | New | 1,822 | $1.0M |
| Charter Capital Management, LLC\DE | 0.51% | No change | 1,786 | $985K |
| Jones Financial Companies LLLP | 0.00% | Add +38.6% | 1,726 | $951K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -12.1% | 1,694 | $934K |
| GeoWealth Management, LLC | 0.03% | Reduce -34.0% | 1,691 | $932K |
| Founders Financial Alliance, LLC | 0.18% | Add +0.1% | 1,685 | $929K |
| Marshall Wace, LLP | 0.00% | Reduce -49.1% | 1,680 | $926K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -5.7% | 1,656 | $913K |
| Kera Capital Partners, Inc. | 0.11% | Add +48.9% | 1,377 | $904K |
| Lido Advisors, LLC | 0.00% | Add +13.4% | 1,659 | $903K |
| Numerai GP LLC | 0.11% | New | 1,591 | $877K |
| Picton Mahoney Asset Management | 0.01% | Add +125.8% | 1,569 | $865K |
| Syon Capital LLC | 0.04% | Add +37.8% | 1,529 | $843K |
| Aventail Capital Group, LP | 0.05% | Reduce -87.8% | 1,521 | $838K |
| Viawealth, LLC | 0.47% | Reduce -6.3% | 1,509 | $832K |
| HMS Capital Management, LLC | 0.34% | Reduce -2.6% | 1,505 | $830K |
| Keating Financial Advisory Services, Inc. | 0.11% | — | 1,487 | $820K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.8% | 1,485 | $819K |
| Trail Ridge Investment Advisors, LLC | 0.35% | Add +9.0% | 1,482 | $817K |
| ProShare Advisors LLC | 0.00% | Reduce -7.7% | 1,479 | $815K |
| Childress Capital Advisors, LLC | 0.13% | Add +174.5% | 1,463 | $807K |
| MAI Capital Management | 0.00% | Add +6.4% | 1,450 | $800K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.2% | 1,450 | $799K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,437 | $792K |
| Quantum Portfolio Management LLC | 0.35% | Reduce -39.5% | 1,429 | $788K |
| Cetera Trust Company, N.A | 0.42% | Reduce -6.6% | 1,425 | $786K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -7.3% | 1,424 | $785K |
| Sumitomo Life Insurance Co. | 0.02% | New | 1,405 | $775K |
| Yorktown Management & Research Co Inc | 0.62% | No change | 1,400 | $772K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -46.3% | 1,397 | $770K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +0.1% | 1,388 | $765K |
| Retireful, LLC | 0.95% | Reduce -0.9% | 1,357 | $758K |
| Meeder Advisory Services, Inc. | 0.03% | Add +39.6% | 1,360 | $750K |
| LGT Group Foundation | 0.01% | New | 1,336 | $746K |
| Tidal Investments LLC | 0.00% | Reduce -96.0% | 1,350 | $744K |
| Guardian Capital, LLC | 0.67% | — | 1,348 | $743K |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.3% | 1,345 | $741K |
| North Dakota State Investment Board | 0.03% | — | 1,323 | $729K |
| Olde Wealth Management, LLC | 0.22% | No change | 1,316 | $725K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +99.7% | 1,232 | $723K |
| 4WEALTH Advisors, Inc. | 0.62% | No change | 1,305 | $719K |
| Journey Retirement Planning & Investment Management LLC | 0.15% | — | 1,296 | $715K |
| Baker Avenue Asset Management, LP | 0.02% | Add +12.8% | 1,288 | $710K |
| Lakeridge Wealth Management LLC | 0.32% | Add +1.9% | 1,281 | $706K |
| McGowan Group Asset Management, Inc. | 0.09% | No change | 1,275 | $703K |
| Altshuler Shaham Ltd | 0.01% | Add +7.9% | 1,274 | $702K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.1% | 1,262 | $696K |
| Central Pacific Bank - Trust Division | 0.09% | No change | 1,260 | $695K |
| Shelton Capital Management | 0.01% | Reduce -8.8% | 1,217 | $671K |
| GAMMA Investing LLC | 0.03% | Add +5.1% | 1,211 | $668K |
| Polen Capital Management LLC | 0.00% | Reduce -36.6% | 1,211 | $668K |
| Leonteq Securities AG | 0.04% | Add +2.6% | 1,210 | $667K |
| Krilogy Financial LLC | 0.02% | Add +9.9% | 1,018 | $661K |
| CIBC Asset Management Inc | 0.00% | No change | 1,185 | $653K |
| AMG National Trust Bank | 0.02% | No change | 1,168 | $644K |
| Confluence Investment Management LLC | 0.01% | No change | 1,160 | $639K |
| QRG Capital Management, Inc. | 0.01% | Add +20.6% | 1,145 | $631K |
| Entropy Technologies, LP | 0.03% | New | 1,143 | $630K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +582.9% | 1,120 | $617K |
| Farther Finance Advisors, LLC | 0.01% | Add +22.5% | 1,116 | $615K |
| KBC Group NV | 0.00% | No change | 1,113 | $614K |
| Fifth Third Bancorp | 0.00% | Add +18.2% | 1,106 | $610K |
| Oak Associates Ltd. | 0.04% | Reduce -23.0% | 1,104 | $609K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -3.9% | 1,101 | $607K |
| Themes Management Co LLC | 0.48% | — | 1,101 | $607K |
| Interchange Capital Partners, LLC | 0.11% | Add +15.6% | 1,090 | $601K |
| Forum Financial Management, LP | 0.01% | No change | 1,089 | $600K |
| Miramar Capital, LLC | 0.13% | Reduce -12.6% | 1,075 | $593K |
| Toronto Dominion Bank | 0.00% | Reduce -0.5% | 1,070 | $590K |
| ClearAlpha Technologies LP | 1.68% | New | 1,067 | $588K |
| Diametric Capital, LP | 0.16% | Add +158.8% | 1,061 | $585K |
| Guggenheim Capital LLC | 0.00% | Add +11.3% | 1,061 | $585K |
| Ascent Group, LLC | 0.02% | Reduce -1.4% | 1,054 | $581K |
| Compound Planning, Inc. | 0.02% | Reduce -3.8% | 1,051 | $580K |
| Essential Partners LLC | 0.18% | Add +16.7% | 1,049 | $578K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -0.8% | 1,043 | $575K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -5.4% | 1,042 | $575K |
| Personal Cfo Solutions, LLC | 0.09% | Add +17.0% | 1,037 | $572K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.9% | 1,036 | $571K |
| Legacy Capital Group California, Inc. | 0.14% | Reduce -2.9% | 1,026 | $566K |
| Composition Wealth, LLC | 0.01% | Reduce -1.5% | 1,005 | $554K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -1.2% | 1,001 | $552K |
| Alexander Labrunerie & Co., Inc. | 0.20% | No change | 1,000 | $551K |
| Heartwood Wealth Advisors LLC | 0.05% | Add +5.3% | 1,000 | $551K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -8.7% | 998 | $550K |
| BCS Private Wealth Management, Inc. | 0.19% | No change | 986 | $544K |
| Asset Management Group, Inc. | 0.09% | Add +0.1% | 986 | $543K |
| Intrust Bank NA | 0.04% | Add +26.6% | 984 | $542K |
| Mission Wealth Management, LP | 0.01% | Add +50.1% | 980 | $541K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 980 | $540K |
| Trust Point Inc. | 0.04% | Reduce -2.5% | 977 | $539K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,893 | $535K |
| Callan Family Office, LLC | 0.01% | Add +56.7% | 970 | $535K |
| Ameritas Advisory Services, LLC | 0.02% | New | 960 | $529K |
| Morningstar Investment Management LLC | 0.03% | Reduce -0.2% | 957 | $528K |
| WoodTrust Financial Corp | 0.06% | No change | 950 | $524K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -4.1% | 934 | $515K |
| Grove Street Fiduciary, LLC | 0.21% | No change | 926 | $510K |
| Main Street Research LLC | 0.03% | Add +3.3% | 917 | $506K |
| Independent Advisor Alliance | 0.01% | Add +0.3% | 912 | $503K |
| AlphaQuest LLC | 0.03% | Add +120.3% | 912 | $503K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.3% | 900 | $496K |
| Alps Advisors Inc. | 0.00% | No change | 899 | $496K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.5% | 892 | $492K |
| R Squared Ltd | 0.23% | Reduce -34.6% | 890 | $491K |
| AlphaGrep UK Ltd | 0.16% | — | 890 | $491K |
| Quent Capital, LLC | 0.04% | Reduce -0.5% | 889 | $490K |
| Fox Run Management, L.L.C. | 0.08% | New | 887 | $489K |
| Index Technologies Group LLC | 0.50% | — | 877 | $483K |
| BankChampaign, National Association | 0.48% | — | 876 | $483K |
| Morey & Quinn Wealth Partners, LLC | 0.34% | No change | 871 | $480K |
| MQS Management LLC | 0.28% | New | 869 | $479K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.7% | 869 | $479K |
| Triasima Portfolio Management inc. | 0.07% | No change | 865 | $477K |
| Burns Matteson Capital Management, LLC | 0.19% | Add +6.0% | 855 | $471K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 853 | $470K |
| Covenant Partners, LLC | 0.14% | No change | 850 | $469K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -3.1% | 849 | $468K |
| Versant Capital Management, Inc | 0.06% | Add +13.4% | 848 | $467K |
| James Investment Research, Inc. | 0.05% | Add +112.0% | 848 | $467K |
| World Investment Advisors | 0.01% | Add +118.7% | 842 | $464K |
| VeraBank, N.A. | 0.08% | No change | 840 | $463K |
| Sivia Capital Partners, LLC | 0.09% | Add +34.8% | 836 | $461K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.5% | 831 | $458K |
| Quantbot Technologies LP | 0.02% | Add +2194.4% | 826 | $455K |
| Profund Advisors LLC | 0.01% | Reduce -6.6% | 823 | $454K |
| Verus Capital Partners, LLC | 0.03% | Add +121.6% | 820 | $452K |
| Advisory Alpha, LLC | 0.01% | No change | 814 | $449K |
| Horizon Financial Services, LLC | 0.20% | No change | 813 | $448K |
| Arista Wealth Management, LLC | 0.06% | No change | 813 | $448K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +14.7% | 812 | $448K |
| Wealthspan Partners, LLC | 0.16% | No change | 800 | $441K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 800 | $441K |
| Verition Fund Management LLC | 0.00% | Reduce -48.8% | 800 | $441K |
| HB Wealth Management, LLC | 0.00% | Add +19.2% | 796 | $439K |
| Balefire, LLC | 0.08% | Add +18.4% | 791 | $436K |
| Graham Capital Management, L.P. | 0.02% | Reduce -90.4% | 787 | $434K |
| IFG Advisory, LLC | 0.02% | Add +8.4% | 785 | $433K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 782 | $431K |
| HUB Investment Partners, LLC | 0.01% | New | 779 | $429K |
| Certuity, LLC | 0.03% | Add +35.3% | 775 | $427K |
| Ramirez Asset Management, Inc. | 0.06% | No change | 770 | $424K |
| Evolve Private Wealth, LLC | 0.03% | — | 770 | $424K |
| Prosperity Wealth Management, Inc. | 0.14% | No change | 763 | $421K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 743 | $409K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 732 | $404K |
| Pittenger & Anderson Inc. | 0.02% | New | 731 | $403K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.2% | 727 | $401K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 725 | $400K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 718 | $396K |
| Global Retirement Partners, LLC | 0.01% | Add +11.0% | 714 | $394K |
| Expressive Wealth LLC | 0.42% | — | 711 | $392K |
| IHT Wealth Management, LLC | 0.01% | Add +7.4% | 711 | $392K |
| Arax Advisory Partners | 0.01% | Reduce -94.5% | 710 | $391K |
| Ballentine Partners, LLC | 0.01% | Add +10.8% | 708 | $390K |
| IFP Advisors, Inc | 0.01% | Add +2.4% | 698 | $385K |
| Summit Financial, LLC | 0.01% | Add +2.4% | 697 | $384K |
| Simplex Trading, LLC | 0.01% | Reduce -44.3% | 697 | $384K |
| Bryant Woods Investment Advisors, LLC | 0.15% | No change | 692 | $381K |
| Optas, LLC | 0.06% | Add +76.3% | 691 | $381K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -8.0% | 690 | $380K |
| Spire Wealth Management | 0.01% | Add +14.5% | 686 | $378K |
| Crestwood Advisors Group, LLC | 0.01% | New | 685 | $377K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +14.1% | 681 | $375K |
| Bayforest Capital Ltd | 0.28% | Add +157.9% | 681 | $375K |
| Retirement Management Systems Inc. | 0.10% | — | 680 | $375K |
| Mgo One Seven LLC | 0.01% | Reduce -3.0% | 679 | $374K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.5% | 676 | $373K |
| Anb Bank | 0.15% | Reduce -1.6% | 673 | $371K |
| Pennsylvania Capital Management Inc. | 0.10% | Reduce -0.6% | 669 | $369K |
| EntryPoint Capital, LLC | 0.14% | No change | 668 | $368K |
| Optimize Financial Inc. | 0.18% | Add +1.2% | 665 | $367K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -37.5% | 664 | $366K |
| Yarbrough Capital, LLC | 0.01% | New | 656 | $362K |
| Hilltop Holdings Inc. | 0.02% | Reduce -53.9% | 654 | $360K |
| Atwood & Palmer Inc. | 0.02% | No change | 648 | $357K |
| MeadowBrook Investment Advisors LLC | 0.30% | Add +0.3% | 636 | $351K |
| HM Payson & Co. | 0.00% | Reduce -1.1% | 636 | $351K |
| Greenleaf Trust | 0.00% | Reduce -0.3% | 632 | $348K |
| Jefferies Financial Group Inc. | 0.00% | Add +0.5% | 631 | $348K |
| Princeton Global Asset Management LLC | 0.06% | No change | 630 | $347K |
| Hudson Edge Investment Partners Inc. | 0.05% | Reduce -29.1% | 630 | $347K |
| Cresset Asset Management, LLC | 0.00% | Reduce -29.9% | 625 | $345K |
| Sowell Financial Services LLC | 0.01% | Reduce -9.4% | 624 | $344K |
| Scientech Research LLC | 0.21% | New | 619 | $341K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -48.4% | 619 | $341K |
| Cary Street Partners Financial LLC | 0.01% | New | 614 | $338K |
| Caerus Investment Advisors, LLC | 0.11% | Add +27.4% | 613 | $338K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +2.9% | 611 | $337K |
| Ellevest, Inc. | 0.05% | Reduce -0.7% | 610 | $336K |
| Kovack Advisors, Inc. | 0.02% | New | 606 | $334K |
| Red Spruce Capital, LLC | 0.13% | No change | 605 | $334K |
| Prelude Capital Management, LLC | 0.02% | Reduce -40.9% | 599 | $330K |
| Lanark Financial, Inc. | 0.02% | No change | 597 | $329K |
| TCW Group Inc. | 0.00% | New | 592 | $326K |
| Equitable Holdings, Inc. | 0.00% | Add +0.9% | 587 | $324K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.9% | 585 | $323K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.1% | 583 | $321K |
| Essex LLC | 0.06% | No change | 580 | $320K |
| DRW Securities, LLC | 0.02% | Reduce -52.4% | 576 | $318K |
| Cibc World Market Inc. | 0.00% | New | 572 | $315K |
| Advisors Capital Management, LLC | 0.00% | Add +21.6% | 569 | $314K |
| Signaturefd, LLC | 0.00% | Add +23.8% | 562 | $310K |
| Hancock Whitney Corp. | 0.01% | Reduce -50.9% | 557 | $307K |
| Tiaa Trust, National Association | 0.00% | Add +0.7% | 552 | $304K |
| denkapparat Operations GmbH | 0.16% | No change | 548 | $302K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.2% | 546 | $301K |
| Massachusetts Wealth Management | 0.14% | No change | 545 | $300K |
| Vise Technologies, Inc. | 0.01% | New | 545 | $300K |
| Falcon Wealth Planning | 0.03% | New | 541 | $298K |
| Gateway Investment Advisers LLC | 0.00% | New | 533 | $294K |
| Thomasville National Bank | 0.02% | No change | 526 | $290K |
| UMB Bank, n.a. | 0.00% | Add +6.5% | 523 | $288K |
| Pacifica Partners Inc. | 0.13% | No change | 500 | $286K |
| Moody National Bank Trust Division | 0.03% | Reduce -22.3% | 508 | $280K |
| Purkiss Capital Advisors LLC | 0.13% | No change | 503 | $277K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -4.9% | 502 | $277K |
| Wedmont Private Capital | 0.01% | New | 474 | $276K |
| Nkcfo LLC | 0.08% | No change | 500 | $276K |
| Hilltop National Bank | 0.07% | No change | 500 | $276K |
| Chicago Capital, LLC | 0.01% | No change | 500 | $276K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 494 | $275K |
| FSM Wealth Advisors, LLC | 0.04% | Reduce -31.5% | 498 | $275K |
| Waddell & Associates, LLC | 0.02% | Add +26.7% | 498 | $275K |
| Jackson Creek Investment Advisors LLC | 0.08% | Reduce -26.9% | 491 | $271K |
| Parcion Private Wealth LLC | 0.02% | New | 487 | $268K |
| Argos Wealth Advisors, LLC | 0.07% | — | 486 | $268K |
| Brand Asset Management Group, Inc. | 0.07% | Reduce -4.7% | 482 | $266K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +6.2% | 478 | $264K |
| First Commonwealth Financial Corp | 0.04% | No change | 478 | $264K |
| Waverly Advisors, LLC | 0.00% | New | 477 | $263K |
| Armistice Capital, LLC | 0.01% | New | 469 | $259K |
| AlphaCore Capital LLC | 0.01% | New | 469 | $259K |
| Claret Asset Management Corp | 0.03% | Reduce -0.4% | 468 | $258K |
| Citizens Financial Group Inc. | 0.00% | New | 465 | $256K |
| Muirfield Wealth Advisors LLC | 0.19% | No change | 464 | $256K |
| Forefront Wealth Management Inc. | 0.18% | Reduce -2.1% | 464 | $256K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -0.4% | 464 | $256K |
| Cannell & Spears LLC | 0.00% | No change | 464 | $256K |
| New Hampshire Trust | 0.05% | Reduce -48.4% | 462 | $255K |
| Belpointe Asset Management LLC | 0.01% | Reduce -57.6% | 461 | $254K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.9% | 457 | $252K |
| Bridgewater Advisors Inc. | 0.02% | Add +1.6% | 381 | $251K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 455 | $251K |
| PCM Encore, LLC | 0.05% | — | 452 | $249K |
| Marco Investment Management LLC | 0.02% | No change | 450 | $248K |
| International Assets Investment Management, LLC | 0.02% | Reduce -7.0% | 450 | $248K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.6% | 449 | $248K |
| Pure Financial Advisors, LLC | 0.00% | Add +0.2% | 447 | $246K |
| Wedbush Securities Inc. | 0.01% | New | 447 | $246K |
| Tiemann Investment Advisors, LLC | 0.10% | Reduce -5.3% | 445 | $245K |
| Danske Bank A/S | 0.00% | Reduce -81.1% | 445 | $245K |
| Ifrah Financial Services, Inc. | 0.06% | Reduce -4.3% | 444 | $245K |
| Capula Management Ltd | 0.00% | New | 443 | $244K |
| DGS Capital Management, LLC | 0.04% | Add +8.2% | 434 | $239K |
| RFG Advisory, LLC | 0.00% | Add +0.9% | 433 | $239K |
| Havemeyer Place LP | 0.05% | — | 432 | $238K |
| Allworth Financial LP | 0.00% | Add +47.8% | 427 | $235K |
| VestGen Advisors, LLC | 0.01% | Reduce -0.9% | 424 | $234K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 421 | $232K |
| Cooper Financial Group | 0.02% | Add +1.9% | 421 | $232K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 391 | $232K |
| Evoke Wealth, LLC | 0.00% | Reduce -4.4% | 416 | $229K |
| Axq Capital, LP | 0.05% | Reduce -18.3% | 414 | $228K |
| Park Edge Advisors, LLC | 0.05% | No change | 412 | $227K |
| Glenview Trust Co | 0.00% | Reduce -0.2% | 412 | $227K |
| Austin Private Wealth, LLC | 0.02% | Reduce -1.9% | 411 | $227K |
| HHM Wealth Advisors, LLC | 0.03% | Add +2.5% | 410 | $226K |
| Oakworth Capital, Inc. | 0.01% | No change | 410 | $226K |
| Wealthspire Advisors, LLC | 0.00% | Add +225.4% | 410 | $226K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 409 | $225K |
| Savvy Advisors, Inc. | 0.01% | Add +1.8% | 408 | $225K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -0.7% | 406 | $224K |
| Long Island Wealth Management, Inc. | 0.11% | No change | 405 | $223K |
| Pinkerton Wealth, LLC | 0.02% | Reduce -12.7% | 400 | $221K |
| True Freedom Investing, LLC | 0.01% | New | 400 | $221K |
| Bragg Financial Advisors, Inc | 0.01% | New | 400 | $221K |
| Fiduciary Trust Co | 0.00% | No change | 400 | $221K |
| GK Wealth Management LLC | 0.16% | Reduce -18.4% | 399 | $220K |
| Bellecapital International Ltd. | 0.04% | No change | 396 | $218K |
| Townsquare Capital LLC | 0.05% | Reduce -28.5% | 394 | $217K |
| Banque Pictet & Cie SA | 0.00% | New | 394 | $217K |
| Sage Investment Counsel LLC | 0.24% | No change | 392 | $216K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -51.5% | 391 | $216K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 387 | $213K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 386 | $213K |
| waypoint wealth counsel | 0.08% | New | 384 | $212K |
| Richmond Investment Services, LLC | 0.04% | No change | 384 | $212K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 381 | $210K |
| Rothschild Wealth LLC | 0.02% | New | 380 | $209K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -71.0% | 377 | $208K |
| Brookstone Capital Management | 0.00% | New | 377 | $208K |
| Perbak Capital Partners LLP | 0.06% | Reduce -71.3% | 375 | $207K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 374 | $206K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | Reduce -1.3% | 374 | $206K |
| One Wealth Capital Management, LLC | 0.09% | New | 373 | $206K |
| Annex Advisory Services, LLC | 0.00% | New | 373 | $206K |
| Cigna Investments Inc. | 0.03% | No change | 372 | $205K |
| Emprise Bank | 0.09% | No change | 371 | $205K |
| Essex Financial Services, Inc. | 0.01% | New | 371 | $205K |
| Ewa, LLC | 0.05% | No change | 370 | $204K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +35.3% | 364 | $201K |
| Wealthfront Advisers LLC | 0.00% | New | 364 | $201K |
| Clean Yield Group | 0.05% | No change | 350 | $193K |
| Evolution Advisers, Inc. | 0.08% | No change | 350 | $192K |
| Smartleaf Asset Management LLC | 0.01% | Add +13.6% | 343 | $192K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 338 | $186K |
| Montag A & Associates Inc. | 0.01% | Reduce -2.6% | 334 | $184K |
| Greenline Wealth Management LLC | 0.19% | — | 333 | $184K |
| SBI Securities Co., Ltd. | 0.00% | Add +33.5% | 331 | $182K |
| SageView Advisory Group, LLC | 0.01% | New | 296 | $163K |
| USA Financial Formulas | 0.03% | Reduce -14.7% | 295 | $163K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 276 | $152K |
| True Wealth Design, LLC | 0.04% | Add +1.5% | 276 | $152K |
| Orion Capital Management LLC | 0.05% | No change | 258 | $142K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.4% | 248 | $137K |
| Rothschild Investment LLC | 0.01% | Add +18.2% | 247 | $136K |
| Tsfg, LLC | 0.02% | No change | 217 | $120K |
| Huntington National Bank | 0.00% | Reduce -2.4% | 203 | $112K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 167 | $110K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 186 | $103K |
| Hager Investment Management Services, LLC | 0.06% | Reduce -8.0% | 185 | $102K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Add +94.6% | 181 | $100K |
| SouthState Bank Corp | 0.00% | Reduce -25.9% | 175 | $96K |
| Westpac Banking Corp. | 0.01% | New | 171 | $94K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.2% | 169 | $93K |
| Wellington Shields & Co., LLC | 0.02% | No change | 169 | $93K |
| Sachetta, LLC | 0.05% | No change | 167 | $92K |
| Park Place Capital Corp | 0.02% | Reduce -1.8% | 164 | $90K |
| Group One Trading LLC | 0.00% | Reduce -22.5% | 148 | $82K |
| Ancora Advisors LLC | 0.00% | No change | 145 | $80K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 140 | $77K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 135 | $75K |
| Root Financial Partners, LLC | 0.00% | Add +38.7% | 129 | $71K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 128 | $71K |
| Blue Trust, Inc. | 0.00% | Reduce -9.7% | 121 | $67K |
| SJS Investment Consulting Inc. | 0.01% | Add +23.7% | 120 | $66K |
| Larson Financial Group LLC | 0.00% | Add +83.3% | 110 | $61K |
| Quarry LP | 0.01% | Add +354.2% | 109 | $60K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -5.6% | 84 | $56K |
| 1 North Wealth Services LLC | 0.02% | No change | 100 | $55K |
| Torren Management, LLC | 0.03% | — | 97 | $53K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 86 | $49K |
| Generali Investments, Management Co LLC | 0.01% | New | 88 | $49K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 87 | $48K |
| Kennebec Savings Bank | 0.04% | No change | 86 | $47K |
| YANKCOM Partnership | 0.02% | No change | 86 | $47K |
| V-Square Quantitative Management LLC | 0.00% | New | 82 | $45K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $44K |
| Trust Co. of Vermont | 0.00% | No change | 80 | $44K |
| Elyxium Wealth, LLC | 0.01% | New | 78 | $43K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 76 | $42K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +25.9% | 73 | $40K |
| Parkside Financial Bank & Trust | 0.00% | Add +26.9% | 66 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.6% | 63 | $35K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 61 | $34K |
| First Horizon Corp. | 0.00% | Reduce -6.3% | 59 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | Add +26.7% | 57 | $31K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 56 | $31K |
| Graney & King, LLC | 0.02% | No change | 50 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -26.9% | 49 | $27K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 48 | $26K |
| Covestor Ltd | 0.01% | No change | 47 | $26K |
| Bullock Wealth Management Group | 0.01% | — | 45 | $25K |
| Wellington Grp LLC | 0.01% | — | 39 | $22K |
| Fortitude Family Office, LLC | 0.01% | Add +143.8% | 39 | $22K |
| Sound Income Strategies, LLC | 0.00% | New | 30 | $20K |
| Activest Wealth Management | 0.00% | Add +71.4% | 36 | $20K |
| MV Capital Management, Inc. | 0.00% | No change | 34 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +3.0% | 34 | $19K |
| Zions Bancorporation, National Association | 0.00% | New | 33 | $18K |
| Minot DeBlois Advisors LLC | 0.02% | New | 32 | $18K |
| Stone House Investment Management, LLC | 0.00% | No change | 30 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -21.6% | 29 | $16K |
| Dogwood Wealth Management LLC | 0.01% | Add +3.6% | 29 | $16K |
| Private Trust Co. NA | 0.00% | Add +16.7% | 28 | $15K |
| Park Square Financial Group, LLC | 0.08% | Add +34.5% | 39 | $14K |
| Signature Equity Partners, LLC | 0.01% | — | 25 | $14K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $14K |
| Vision Retirement, LLC | 0.00% | — | 24 | $13K |
| Robinswood Financial LLC | 0.00% | No change | 24 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 24 | $13K |
| Meeder Asset Management Inc. | 0.00% | Add +187.5% | 23 | $13K |
| Richardson Financial Services Inc. | 0.00% | Reduce -29.0% | 22 | $12K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 22 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 22 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 20 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 20 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 19 | $10K |
| ORG Partners LLC | 0.00% | Add +375.0% | 19 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +50.0% | 18 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | Add +21.4% | 17 | $9K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -11.8% | 15 | $9K |
| Navalign, LLC | 0.00% | New | 16 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 15 | $8K |
| Avion Wealth | 0.00% | Reduce -5.9% | 16 | $8K |
| Motiv8 Investments LLC | 0.00% | New | 13 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 10 | $6K |
| Bare Financial Services, Inc | 0.00% | No change | 10 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 9 | $5K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 8 | $4K |
| Rossby Financial, LCC | 0.00% | Add +100.0% | 8 | $4K |
| Accent Capital Management, LLC | 0.00% | No change | 7 | $4K |
| HFM Investment Advisors, LLC | 0.00% | Add +133.3% | 7 | $4K |
| Crewe Advisors 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% | No change | 6 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 6 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | — | 6 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 7 | $3K |
| Rialto Wealth Management, LLC | 0.00% | No change | 5 | $3K |
| Addison Advisors LLC | 0.00% | No change | 5 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 5 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -44.4% | 5 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $2K |
| Optima Capital LLC | 0.00% | New | 4 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 4 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 4 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 4 | $2K |
| Bravera Wealth | 0.00% | — | 4 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 4 | $2K |
| Benson Wealth Management INC | 0.00% | — | 3 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 3 | $2K |
| Kilter Group LLC | 0.00% | No change | 3 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 3 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 2 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 2 | $1K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 2 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -33.3% | 2 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $1K |
| Seneschal Advisors, LLC | 0.00% | New | 1 | $552 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $552 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $552 |
| CENTRAL TRUST Co | 0.00% | New | 1 | $552 |
| 1015 Capital Partners, LLC | 0.00% | — | 1 | $551 |
| Atlantic Private Wealth, LLC | 0.00% | New | 1 | $551 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 1 | $551 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $551 |
| Trust Co | 0.00% | New | 1 | $551 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $551 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $551 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $427 |
| Abound Wealth Management | 0.00% | New | 1 | $370 |
"% of holder's portfolio" is CW's weight in each manager's 13F, not the share of Curtiss-Wright Corp. the manager owns.