Curtiss-WrightCW

13F holders, Q2 2026 (June 30)
950holders +42
113new positions
69sold out
10famous investors
$757.11avg. 13F price*

At the end of Q2 2026, 950 institutions reported holding Curtiss-Wright Corp. (CW) in their 13F filings, up 42 from Q1 2026. 113 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($3.4B), State Street Corp. ($1.3B) and Vanguard Capital Management LLC ($1.3B). 10 famous investors held it, including Mario Gabelli (0.8% of GAMCO Investors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions113$343.8M
Exits69$92.8M

All 13F filers, Q1 2026 → Q2 2026: 2,373,645 shares bought and 2,047,875 shares sold, net +325,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 950 holders

BlackRock, Inc. 0.05% Add +0.7% 4,551,110 $3.4B
State Street Corp. 0.04% Add +4.3% 1,702,418 $1.3B
Vanguard Capital Management LLC 0.03% Add +1.0% 1,669,012 $1.3B
Vanguard Portfolio Management LLC 0.06% Add +2.0% 1,649,472 $1.2B
Invesco Ltd. 0.09% Add +18.3% 1,529,012 $1.2B
Massachusetts Financial Services Co. 0.20% Add +5.9% 817,077 $623.7M
Geode Capital Management, LLC 0.03% Reduce -20.9% 741,659 $560.5M
Van Eck Associates Corp. 0.27% Reduce -10.5% 585,598 $443.7M
TD Asset Management Inc 0.36% Reduce -22.1% 553,378 $419.3M
AQR Capital Management 0.14% Reduce -9.3% 545,314 $410.4M
Franklin Resources Inc. 0.09% Add +8.5% 528,234 $400.3M
Primecap Management Co. 0.23% Reduce -4.1% 514,815 $390.1M
Norges Bank 0.04% — 506,330 $383.7M
FMR LLC 0.02% Add +12.2% 467,076 $353.9M
Morgan Stanley 0.02% Add +1.5% 420,869 $318.9M
Bank of New York Mellon Corp 0.04% Reduce -11.1% 356,918 $270.5M
Charles Schwab Investment Management Inc. 0.04% Add +4.7% 349,007 $264.5M
Northern Trust Corp. 0.03% Add +3.8% 330,317 $250.3M
American Century Companies Inc. 0.11% Reduce -17.4% 322,858 $244.6M
William Blair Investment Management, LLC 0.72% Add +36.7% 317,306 $240.4M
Allspring Global Investments Holdings, LLC 0.30% Reduce -8.3% 258,893 $196.2M
Goldman Sachs Group Inc. 0.02% Reduce -7.9% 257,018 $194.8M
Vanguard Fiduciary Trust Co. 0.04% Add +3.1% 236,233 $179.0M
Driehaus Capital Management LLC 1.01% Add +1.5% 229,123 $173.6M
Dimensional Fund Advisors LP 0.03% Reduce -13.0% 211,521 $160.3M
UBS Group AG 0.03% Add +11.6% 208,460 $158.0M
T. Rowe Price Associates Inc. 0.02% Add +4.4% 205,291 $155.6M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -0.6% 202,262 $153.3M
First Trust Advisors LP 0.09% Reduce -2.1% 201,666 $152.8M
Congress Asset Management Co. 0.93% Reduce -12.8% 198,758 $150.6M
Alliancebernstein L.P. 0.05% Reduce -8.5% 209,694 $142.8M
Blair William & Co. 0.37% Add +11.1% 185,609 $140.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +38.1% 183,633 $139.1M
Quantinno Capital Management LP 0.17% Add +12.1% 182,987 $138.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +18.4% 177,023 $134.1M
TimesSquare Capital Management, LLC 1.83% Add +0.0% 164,528 $124.7M
Bank of America Corp. 0.01% Reduce -8.6% 163,744 $124.1M
Axiom Investors LLC 1.02% Add +1.0% 154,908 $117.4M
Victory Capital Management Inc. 0.07% Reduce -1.5% 154,784 $117.3M
Amundi 0.03% Add +47.6% 154,668 $117.2M
Swedbank AB 0.10% Reduce -4.9% 153,220 $116.1M
Ameriprise Financial Inc. 0.02% Reduce -4.1% 151,760 $115.0M
JPMorgan Chase & Co. 0.01% Add +20.1% 153,588 $114.5M
Envestnet Asset Management Inc. 0.03% Reduce -2.3% 148,589 $112.6M
Cardano Risk Management B.V. 0.83% New 142,936 $108.3M
Legal & General Group Plc 0.02% Add +15.9% 136,358 $103.3M
Deutsche Bank AG 0.03% Add +3.4% 133,962 $101.5M
Nuveen, LLC 0.02% Reduce -10.3% 129,788 $98.3M
Schroder Investment Management Group 0.07% Add +56.0% 126,758 $93.5M
GAMCO Investors 0.83% Reduce -2.6% 122,132 $92.5M
AustralianSuper Pty Ltd 0.40% Add +411.9% 121,062 $91.7M
Fisher Asset Management 0.03% Reduce -3.0% 118,930 $90.1M
TD Waterhouse Canada Inc. 0.23% Reduce -0.5% 113,131 $85.8M
Clark Capital Management Group, Inc. 0.47% Add +1.5% 113,041 $85.7M
Rhumbline Advisers 0.06% Add +6.3% 109,503 $83.0M
Fayez Sarofim & Co 0.19% Reduce -11.3% 107,997 $81.8M
Wedge Capital Management L L P 1.32% Add +17.3% 105,608 $80.0M
Zurich Insurance Group Ltd 0.55% Add +80.0% 104,480 $79.2M
Swiss National Bank 0.04% Reduce -3.8% 104,120 $78.9M
Vaughan Nelson Investment Management, L.P. 0.69% Add +8.3% 102,655 $77.8M
Gabelli Funds LLC 0.46% Reduce -0.7% 94,009 $71.2M
Lazard Asset Management LLC 0.10% Reduce -1.6% 87,526 $66.3M
Principal Financial Group Inc. 0.03% Reduce -0.1% 86,144 $65.3M
Brown Advisory Inc. 0.10% Reduce -25.4% 85,524 $64.8M
Vontobel Holding Ltd. 0.21% Add +9850.5% 83,584 $63.3M
Silvercrest Asset Management Group LLC 0.40% Reduce -25.9% 81,513 $61.8M
Wells Fargo & Company 0.01% Reduce -9.4% 80,154 $60.7M
Retirement Systems of Alabama 0.18% Reduce -8.0% 79,978 $60.6M
Gotham Asset Management 0.14% Add +9.6% 78,769 $59.7M
Raymond James Financial Inc. 0.02% Reduce -12.1% 76,510 $58.0M
Hardman Johnston Global Advisors LLC 2.03% Reduce -2.4% 76,411 $57.9M
National Bank of Canada 0.05% Add +40.8% 75,326 $57.0M
California Public Employees Retirement System 0.03% Add +5.4% 75,125 $56.9M
Vident Advisory, LLC 0.39% Reduce -3.5% 69,806 $52.9M
Fiera Capital Corp 0.19% Reduce -65.9% 69,764 $52.9M
Panagora Asset Management Inc. 0.15% Reduce -10.3% 66,224 $50.2M
PFA Pension, Forsikringsaktieselskab 0.13% New 66,173 $50.1M
CIBC Bancorp USA Inc. 0.06% Reduce -2.1% 66,009 $50.0M
Whittier Trust Co. 0.49% Add +2.7% 62,916 $49.9M
Sei Investments Co. 0.04% Reduce -21.6% 65,751 $49.8M
LPL Financial LLC 0.01% Reduce -3.6% 64,315 $48.7M
National Pension Service 0.03% Add +2974.9% 63,928 $48.4M
KLP Kapitalforvaltning As 0.15% Add +7.9% 61,760 $46.8M
GW&K Investment Management, LLC 0.36% Reduce -4.2% 60,377 $45.8M
Credit Agricole S A 0.10% Add +0.4% 54,453 $41.3M
California State Teachers Retirement System 0.04% Add +27.7% 53,902 $40.8M
Wellington Management Group LLP 0.01% Add +4.6% 52,950 $40.1M
Robeco Institutional Asset Management B.V. 0.05% Add +282.4% 52,351 $39.7M
CANADA LIFE ASSURANCE Co 0.06% Add +28.7% 52,359 $39.6M
Baird Financial Group, Inc. 0.05% Reduce -37.7% 51,077 $38.7M
Aware Super Pty Ltd as trustee of Aware Super 0.54% Add +537.1% 50,508 $38.3M
Natixis Advisors, LLC 0.04% Reduce -3.8% 48,571 $36.8M
Barclays PLC 0.01% Reduce -19.4% 48,241 $36.6M
Royal Bank of Canada 0.01% Add +6.9% 47,518 $36.0M
Russell Investments Group, Ltd. 0.03% Add +46.8% 47,301 $35.8M
Curi Capital, LLC 0.55% Reduce -12.9% 46,614 $35.3M
Caisse de depot et placement du Quebec 0.05% Add +8220.4% 46,178 $35.0M
Citigroup Inc. 0.02% Reduce -25.8% 44,446 $33.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +12.0% 43,756 $33.2M
Daiwa Securities Group Inc. 0.07% Reduce -3.8% 43,664 $33.1M
Wealth High Governance Asset Management Ltda. 3.50% Add +34.0% 43,434 $32.9M
HWG Holdings LP 7.39% Reduce -1.2% 43,104 $32.7M
Neuberger Berman Group LLC 0.02% Add +56.6% 42,912 $32.5M
New York State Common Retirement Fund 0.04% Reduce -24.9% 42,801 $32.4M
Thrivent Financial for Lutherans 0.05% Add +63.4% 41,899 $31.7M
Lord, Abbett & Co. LLC 0.09% Reduce -6.7% 41,312 $31.3M
Visualize Group LP 10.65% No change 40,816 $30.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +2.7% 40,015 $30.3M
Canada Pension Plan Investment Board 0.02% Add +44.4% 39,763 $30.1M
New York State Teachers Retirement System 0.05% Reduce -21.0% 38,976 $29.5M
Osaic Holdings, Inc. 0.03% Reduce -8.7% 38,695 $29.3M
DNB Asset Management AS 0.08% Reduce -0.7% 38,610 $29.3M
Acadian Asset Management LLC 0.03% Reduce -9.3% 38,503 $29.2M
Arbejdsmarkedets Tillaegspension 0.63% Add +5.5% 38,160 $28.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +88.1% 36,660 $27.8M
Eagle Global Advisors LLC 0.91% Add +0.2% 36,196 $27.4M
Lansforsakringar Fondforvaltning AB (publ) 0.12% New 36,165 $27.4M
Public Employees Retirement Association of Colorado 0.09% Add +61.4% 34,178 $25.9M
Allianz Asset Management GmbH 0.02% Reduce -26.3% 34,078 $25.8M
Scopus Asset Management, L.P. 0.60% Reduce -9.9% 33,642 $25.5M
ArchPoint Investors 5.36% Reduce -0.9% 33,500 $25.4M
Smith Salley Wealth Management 1.09% Add +0.6% 33,248 $25.2M
State Board of Administration of Florida Retirement System 0.04% Reduce 0.0% 32,767 $24.8M
Millennium Management 0.02% Add +79.4% 32,456 $24.6M
Nordea Investment Management AB 0.02% Add +112.3% 32,706 $24.4M
Federated Hermes, Inc. 0.04% Add +268.9% 32,133 $24.3M
Ensign Peak Advisors, Inc 0.04% Add +8.6% 32,088 $24.3M
Jones Financial Companies LLLP 0.01% Reduce -7.6% 32,213 $24.1M
Midwest Trust Co 0.27% Reduce -3.7% 31,175 $23.6M
BNP Paribas Financial Markets 0.01% Reduce -11.1% 30,828 $23.4M
Exchange Traded Concepts, LLC 0.11% Add +3.7% 30,680 $23.2M
State of Wisconsin Investment Board 0.05% Reduce -5.0% 30,148 $22.8M
Aviva PLC 0.03% Add +186.3% 29,846 $22.6M
Covea Finance 0.70% Reduce -7.5% 29,199 $22.1M
Nomura Asset Management International Inc. 0.03% Add +0.3% 29,066 $22.0M
Stifel Financial Corp. 0.02% Reduce -5.9% 28,776 $21.8M
EULAV Asset Management 0.68% New 28,216 $21.4M
State of Alaska, Department of Revenue 0.21% Reduce -9.6% 27,841 $21.1M
Qube Research & Technologies Ltd 0.02% Add +25.3% 27,724 $21.0M
Fort Washington Investment Advisors Inc. 0.11% Reduce -9.9% 27,608 $20.9M
Captrust Financial Advisors 0.03% Reduce -3.7% 27,258 $20.7M
Whittier Trust Co. of Nevada Inc. 0.38% Add +1.6% 26,541 $20.3M
Agf Management Ltd. 0.08% No change 26,731 $20.3M
Korea Investment CORP 0.04% Add +107.4% 26,584 $20.1M
Corient Private Wealth LP 0.03% Reduce -4.9% 25,738 $19.5M
Danske Bank A/S 0.04% Add +6.5% 25,436 $19.3M
ArrowMark Colorado Holdings LLC 0.80% Reduce -71.2% 25,198 $19.1M
Los Angeles Capital Management LLC 0.07% Add +1.1% 25,088 $19.0M
GHP Investment Advisors, Inc. 0.69% Reduce -7.0% 24,727 $18.7M
Ieq Capital, LLC 0.09% Reduce -6.1% 24,545 $18.6M
Cerity Partners LLC 0.02% Reduce -2.9% 24,432 $18.5M
Tudor Investment Corporation 0.08% No change 24,247 $18.4M
Commonwealth Equity Services, LLC 0.02% Add +21.3% 24,184 $18.3M
Hood River Capital Management LLC 0.13% Add +48.6% 23,239 $17.6M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +40.8% 23,020 $17.4M
Fideuram Asset Management (Ireland) dac 0.33% Reduce -10.3% 22,861 $17.1M
Frontier Capital Management Co. LLC 0.16% Reduce -4.2% 22,225 $16.8M
Appleton Partners Inc. 1.03% Reduce -0.3% 22,183 $16.8M
Cetera Investment Advisers 0.02% Reduce -3.8% 22,122 $16.8M
Local Pensions Partnership Investment Ltd 0.35% New 22,000 $16.7M
Mariner, LLC 0.02% Reduce -11.2% 21,645 $16.4M
HSBC Holdings PLC 0.01% Add +122.8% 21,651 $16.3M
Citadel Advisors 0.01% Reduce -66.9% 21,297 $16.1M
Oddo BHF Asset Management Sas 0.74% Add +3.4% 20,886 $15.8M
Prudential PLC 0.10% Add +3312.8% 20,818 $15.8M
Voya Investment Management LLC 0.02% Add +1.2% 20,082 $15.2M
LaFleur & Godfrey LLC 1.72% Reduce -6.0% 19,149 $14.5M
Fifth Third Bancorp 0.02% Add +1.4% 18,709 $14.2M
MetLife Investment Management, LLC 0.06% Add +2.1% 18,525 $14.0M
Advisors Asset Management, Inc. 0.21% Reduce -6.2% 18,060 $13.7M
Bahl & Gaynor LLC 0.06% Reduce -0.3% 18,014 $13.7M
Creative Planning 0.01% Add +18.8% 17,587 $13.3M
Dorsey Wright & Associates 2.26% Reduce -32.0% 17,562 $13.3M
Vanguard Investments Australia, Ltd. 0.03% Add +2.5% 17,510 $13.3M
Amalgamated Bank 0.09% Add +4.5% 17,469 $13.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.9% 17,218 $13.0M
O'shaughnessy Asset Management, LLC 0.06% Add +25.0% 16,884 $12.8M
Tredje AP-fonden 0.06% Add +216.8% 16,855 $12.8M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +65.3% 16,705 $12.7M
BW Gestao de Investimentos Ltda. 0.30% Reduce -5.7% 16,571 $12.6M
Wealth High Governance Capital Ltda 3.75% Reduce -5.7% 16,566 $12.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +95.7% 16,520 $12.5M
Illinois Municipal Retirement Fund 0.14% Add +173.0% 16,318 $12.4M
Two Sigma Investments, LP 0.01% Reduce -60.5% 16,300 $12.4M
Holocene Advisors, LP 0.03% Add +25.9% 16,289 $12.3M
Atika Capital Management LLC 1.20% Add +23.1% 16,000 $12.1M
Asset Management One Co., Ltd. 0.03% Add +1.7% 15,958 $12.1M
Janney Montgomery Scott LLC 0.02% Add +138.9% 15,925 $12.1M
LBP Am SA 0.12% New 15,796 $12.0M
Running Oak Capital LLC 2.04% Reduce -32.4% 15,755 $11.9M
Treasurer of the State of North Carolina 0.03% Reduce -0.3% 15,692 $11.9M
Pictet Asset Management Holding SA 0.01% Add +4.5% 15,597 $11.8M
South Dakota Investment Council 0.20% Reduce -1.9% 15,444 $11.7M
Bessemer Group Inc. 0.02% Reduce -61.5% 15,441 $11.7M
Man Group plc 0.02% Reduce -28.4% 15,336 $11.6M
Hantz Financial Services, Inc. 0.16% Reduce -14.9% 15,300 $11.6M
Texas Yale Capital Corp. 0.25% No change 15,210 $11.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +5.5% 14,994 $11.4M
Federation des caisses Desjardins du Quebec 0.03% Reduce -18.5% 14,957 $11.3M
Vanguard Global Advisers, LLC 0.01% Reduce -4.4% 14,666 $11.1M
Assetmark, Inc. 0.02% Add +136.1% 14,633 $11.1M
Waratah Capital Advisors Ltd. 0.83% Add +7.6% 14,316 $10.8M
MML Investors Services, LLC 0.02% Add +23.4% 14,286 $10.8M
ING Groep NV 0.05% New 14,232 $10.8M
State of Tennessee, Department of Treasury 0.03% Reduce -1.8% 14,112 $10.7M
Burney Co./ 0.29% Reduce -3.1% 14,083 $10.7M
HighTower Advisors, LLC 0.01% Reduce -12.0% 13,923 $10.6M
Prudential Financial Inc. 0.01% Reduce -35.8% 13,723 $10.4M
Mutual of America Capital Management LLC 0.10% Reduce -2.9% 13,719 $10.4M
Woodline Partners LP 0.03% Reduce -37.1% 13,695 $10.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.5% 14,854 $10.2M
Tidal Investments LLC 0.02% Add +2.4% 13,462 $10.2M
Beese Fulmer Investment Management, Inc. 0.57% Reduce -1.9% 13,137 $10.0M
Inspire Investing, LLC 0.41% Add +2.5% 13,120 $9.9M
Sequoia Financial Advisors, LLC 0.05% Add +13.8% 13,097 $9.9M
O'Brien Greene & Co. Inc 2.72% Add +0.4% 12,992 $9.8M
Voleon Capital Management LP 0.18% Add +121.2% 12,694 $9.6M
Nykredit A/S 0.04% — 12,693 $9.6M
Truist Financial Corp. 0.01% Reduce -2.3% 12,356 $9.4M
iA Global Asset Management Inc. 0.11% Add +11.1% 12,270 $9.3M
Horizon Investments, LLC 0.10% Reduce -38.4% 12,097 $9.2M
State of New Jersey Common Pension Fund D 0.03% Reduce -2.5% 11,978 $9.1M
Public Employees Retirement System of Ohio 0.03% Reduce -0.4% 11,950 $9.1M
Mercer Global Advisors Inc. 0.01% Add +7.8% 11,949 $9.1M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -18.7% 11,946 $9.1M
D. E. Shaw & Co. 0.01% Add +72.5% 11,764 $8.9M
Nomura Asset Management Co. Ltd. 0.02% Add +0.3% 11,752 $8.9M
Freestone Grove Partners LP 0.06% New 11,749 $8.9M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -2.1% 11,567 $8.8M
SG Americas Securities, LLC 0.01% Reduce -90.7% 11,504 $8.7M
Intech Investment Management LLC 0.08% Reduce -29.3% 11,196 $8.5M
Jain Global LLC 0.11% Add +68.2% 11,151 $8.4M
Jane Street Group, LLC 0.01% Reduce -86.6% 10,931 $8.3M
Bourgeon Capital Management LLC 1.25% Reduce -6.2% 10,854 $8.2M
Mn Services Vermogensbeheer B.V. 0.06% New 10,800 $8.2M
Louisiana State Employees Retirement System 0.12% Add +0.9% 10,800 $8.2M
KCM Investment Advisors LLC 0.24% Add +2.5% 10,704 $8.1M
Artisan Partners Limited Partnership 0.01% New 10,583 $8.0M
Arizona State Retirement System 0.04% Add +5.6% 10,582 $8.0M
Focus Partners Wealth 0.01% Add +1.6% 10,557 $8.0M
Cardinal Capital Management 0.94% Reduce -0.5% 10,229 $7.8M
Assenagon Asset Management S.A. 0.01% Add +1322.5% 10,199 $7.7M
Mackenzie Financial Corp. 0.01% Add +170.7% 10,051 $7.6M
Resona Asset Management Co.,Ltd. 0.04% Reduce -6.0% 10,065 $7.6M
Rodgers Brothers Inc. 0.72% Reduce -0.4% 9,790 $7.4M
Ameritas Investment Partners, Inc. 0.20% Add +29.5% 9,704 $7.4M
Susquehanna Fundamental Investments, LLC 0.14% Add +166.4% 9,704 $7.4M
Swiss Life Asset Management Ltd 0.03% Add +27.4% 9,361 $7.1M
Marks Group Wealth Management, Inc 0.61% Reduce -22.0% 9,281 $7.0M
Toronto Dominion Bank 0.01% Add +57.7% 9,047 $6.9M
Public Sector Pension Investment Board 0.02% Reduce -50.0% 9,000 $6.8M
Rockefeller Capital Management L.P. 0.01% Reduce -8.9% 8,993 $6.8M
Vest Financial, LLC 0.07% Add +41.3% 8,924 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -4.3% 8,844 $6.7M
Yousif Capital Management, LLC 0.07% Reduce -6.3% 8,832 $6.7M
Bokf, NA 0.09% Add +6.2% 8,769 $6.6M
Bank of Montreal 0.00% Add +49.7% 8,734 $6.6M
Arax Advisory Partners 0.04% Add +1709.4% 8,703 $6.6M
State of Michigan Retirement System 0.03% Reduce -2.3% 8,661 $6.6M
Vinva Investment Management Ltd 0.04% Reduce -13.4% 8,660 $6.4M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +0.6% 8,310 $6.3M
Capstone Investment Advisors, LLC 0.06% New 8,259 $6.3M
Xponance LLC 0.04% Add +25.0% 8,245 $6.2M
Elevatus Welath Management 1.52% No change 8,225 $6.2M
Campbell Newman Asset Management Inc. 0.46% Add +4.7% 8,175 $6.2M
Pacer Advisors, Inc. 0.02% Reduce -23.9% 8,096 $6.1M
Ethic Inc. 0.08% Add +16.1% 8,035 $6.1M
Baer Investment Advisory LLC 7.32% Add +0.3% 7,962 $6.0M
PNC Financial Services Group, Inc. 0.00% Reduce -2.4% 7,928 $6.0M
New Mexico Educational Retirement Board 0.15% No change 7,800 $5.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -12.2% 7,757 $5.9M
Reliant Investment Management, LLC 2.07% New 7,652 $5.8M
Oregon Public Employees Retirement Fund 0.06% No change 7,595 $5.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -22.8% 7,585 $5.7M
Rafferty Asset Management, LLC 0.01% Reduce -24.4% 7,483 $5.7M
Hennion & Walsh Asset Management, Inc. 0.16% Add +0.6% 7,190 $5.4M
Chilton Investment Co. Inc. 0.13% Reduce -2.1% 7,157 $5.4M
ABN AMRO Bank N.V. 0.07% Reduce -17.4% 7,157 $5.4M
Diversify Advisory Services, LLC 0.09% New 7,158 $5.3M
Diversify Wealth Management, LLC 0.09% Reduce -15.6% 7,158 $5.3M
Algert Global LLC 0.06% Reduce -70.6% 6,993 $5.3M
Bridgewater Associates 0.02% Reduce -37.7% 6,964 $5.3M
US Bancorp \de 0.01% Add +3.4% 6,881 $5.2M
Harel Insurance Investments & Financial Services Ltd. 0.02% Reduce -3.4% 6,665 $5.0M
Sanctuary Advisors, LLC 0.02% Add +11.2% 6,626 $5.0M
Teacher Retirement System of Texas 0.01% Reduce -79.0% 6,477 $4.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +27.6% 6,406 $4.9M
Nicholas Investment Partners, LP 0.31% Add +0.9% 6,251 $4.7M
Harvest Investment Services, LLC 0.72% Reduce -14.9% 6,175 $4.7M
Radnor Capital Management, LLC 0.65% Reduce -0.4% 6,082 $4.6M
Park Avenue Securities LLC 0.03% Reduce -4.6% 6,007 $4.6M
New Age Alpha Advisors, LLC 0.19% Reduce -2.5% 5,965 $4.5M
Commerce Bank 0.02% Reduce -1.6% 5,867 $4.4M
Candriam S.C.A. 0.02% Reduce -1.2% 5,764 $4.4M
Tribune Investment Group LP 2.90% Reduce -5.5% 5,670 $4.3M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -64.4% 5,628 $4.3M
Utah Retirement Systems 0.04% Reduce -6.4% 5,595 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +8.9% 5,534 $4.2M
Systematic Financial Management LP 0.08% Reduce -79.3% 5,495 $4.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 5,460 $4.1M
STRS Ohio 0.02% Reduce -5.7% 5,448 $4.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.6% 5,292 $4.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -19.1% 5,255 $4.0M
Summit Trail Advisors, LLC 0.05% Reduce -11.5% 5,153 $3.9M
KBC Group NV 0.01% Add +0.6% 5,078 $3.8M
CIBC Asset Management Inc 0.01% Add +187.6% 5,044 $3.8M
&partners 0.02% Add +19.8% 5,008 $3.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 5,013 $3.8M
Nissay Asset Management Corp. /Japan 0.02% Add +7.2% 4,993 $3.8M
Erste Asset Management GmbH 0.03% No change 5,057 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -9.3% 4,869 $3.7M
Abn Amro Investment Solutions 0.03% Add +131.7% 4,830 $3.7M
Ritholtz Wealth Management 0.05% Add +16.7% 4,765 $3.6M
SEB Asset Management AB 0.01% Add +82.9% 4,689 $3.6M
Bellwether Advisors, LLC 0.51% New 4,553 $3.5M
Peak Financial Advisors LLC 1.41% Add +12.5% 4,503 $3.4M
Brevan Howard Capital Management LP 0.05% Reduce -7.0% 4,500 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.1% 4,498 $3.4M
Allstate Corp. 0.03% Add +2.5% 4,442 $3.4M
Walleye Capital LLC 0.02% New 4,412 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -6.1% 4,342 $3.3M
MAI Capital Management 0.01% Add +127.0% 4,264 $3.2M
Caprock Group, LLC 0.06% Add +12.6% 4,224 $3.2M
Wellington Shields Capital Management, LLC 0.41% Add +13.4% 4,223 $3.2M
IFM Investors Pty Ltd 0.02% Add +11.7% 4,114 $3.1M
Eurizon Capital SGR S.p.A. 0.01% Add +26.5% 4,110 $3.1M
Vestmark Advisory Solutions, Inc. 0.03% Add +1.3% 4,049 $3.1M
OP Asset Management Ltd 0.03% Add +4.8% 4,030 $3.1M
Linden Thomas Advisory Services, LLC 0.24% Add +5.1% 3,993 $3.0M
Level Four Advisory Services, LLC 0.08% Reduce -11.8% 3,933 $3.0M
Susquehanna International Group, LLP 0.00% Reduce -60.2% 3,933 $3.0M
WCM Investment Management, LLC 0.01% Add +21.2% 3,971 $2.9M
Atria Investments, Inc 0.03% Reduce -8.9% 3,851 $2.9M
Integrated Wealth Concepts LLC 0.02% Reduce -12.6% 3,810 $2.9M
Jupiter Topco LLC 0.00% — 3,806 $2.9M
Ostrum Asset Management 0.14% Add +27.5% 3,793 $2.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.60% No change 3,652 $2.8M
Globeflex Capital L P 0.35% Reduce -1.2% 3,650 $2.8M
Bank of Nova Scotia 0.00% Reduce -11.7% 3,599 $2.7M
Edgestream Partners, L.P. 0.08% New 3,520 $2.7M
Legacy Wealth Asset Management, LLC 0.55% Reduce -11.7% 3,300 $2.5M
Pinnbrook Capital Management LP 0.41% Reduce -67.4% 3,280 $2.5M
Sterling Capital Management LLC 0.04% Reduce -17.4% 3,254 $2.5M
Fuller & Thaler Asset Management, Inc. 0.01% Add +1.3% 3,224 $2.4M
Tower Research Capital LLC (TRC) 0.06% Add +199.3% 3,218 $2.4M
Genus Capital Management Inc. 0.24% Reduce -25.6% 3,200 $2.4M
Fulcrum Asset Management LLP 0.24% New 3,282 $2.4M
Marshall Wace, LLP 0.00% New 3,160 $2.4M
DAVENPORT & Co LLC 0.01% Add +11.8% 3,108 $2.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% Reduce -2.5% 3,080 $2.3M
Concurrent Investment Advisors, LLC 0.02% Add +220.1% 3,073 $2.3M
Sumitomo Life Insurance Co. 0.04% Reduce -26.0% 3,062 $2.3M
Principal Securities, Inc. 0.03% Reduce -6.2% 3,036 $2.3M
Crossmark Global Holdings, Inc. 0.03% Add +8.2% 3,007 $2.3M
Capital Management Associates 2.93% No change 3,000 $2.3M
Vestcor Inc 0.06% Reduce -5.8% 2,946 $2.2M
DDFG, Inc 0.43% No change 2,860 $2.2M
Benjamin Edwards Inc. 0.02% Add +15.5% 2,856 $2.2M
ASR Vermogensbeheer N.V. 0.02% New 2,843 $2.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -0.9% 2,810 $2.1M
Merit Financial Group, LLC 0.01% Add +4.3% 2,724 $2.1M
Oak Thistle LLC 0.20% Reduce -41.0% 2,674 $2.0M
Quadrant Capital Group LLC 0.06% Add +1.3% 2,673 $2.0M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -19.5% 2,654 $2.0M
Cumberland Partners Ltd 0.13% New 2,600 $2.0M
Pallas Capital Advisors LLC 0.06% Reduce -0.0% 2,592 $2.0M
Nisa Investment Advisors, LLC 0.01% Reduce -54.8% 2,558 $1.9M
1832 Asset Management L.P. 0.00% Reduce -94.5% 2,555 $1.9M
Securian Asset Management, Inc. 0.07% Add +0.1% 2,721 $1.9M
Norden Group LLC 0.16% Reduce -8.9% 2,535 $1.9M
Cadinha & Co. LLC 0.28% Add +4.2% 2,478 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -3.1% 2,468 $1.9M
Brighton Jones LLC 0.03% Reduce -1.4% 2,464 $1.9M
Lisanti Capital Growth, LLC 0.41% Reduce -12.2% 2,450 $1.9M
Voloridge Investment Management, LLC 0.01% Reduce -94.7% 2,435 $1.8M
Main Management ETF Advisors, LLC 0.06% Add +2.5% 2,434 $1.8M
AG2R La Mondiale Gestion D'actifs 0.07% Add +13.1% 2,404 $1.8M
GMO 0.00% New 2,403 $1.8M
VestGen Advisors, LLC 0.05% Reduce -0.2% 2,388 $1.8M
S&co Inc. 0.10% No change 2,372 $1.8M
Evergreen Capital Management LLC 0.03% Add +17.3% 2,365 $1.8M
Investment Management Corp of Ontario 0.02% Reduce -10.6% 2,360 $1.8M
Regions Financial Corp. 0.01% Add +3.1% 2,284 $1.7M
M&T Bank Corp 0.01% Add +0.8% 2,272 $1.7M
Coastal Bridge Advisors, LLC 0.11% Add +0.0% 2,261 $1.7M
Inscription Capital, LLC 0.15% Add +4.6% 2,244 $1.7M
IMC-Chicago, LLC 0.02% New 2,219 $1.7M
Chicago Partners Investment Group LLC 0.03% Add +3.0% 2,196 $1.6M
CCG Wealth Management, LLC 0.38% Add +0.4% 2,171 $1.6M
Elevation Point Wealth Partners, LLC 0.03% Reduce -5.8% 2,100 $1.6M
Polen Capital Management LLC 0.01% Add +74.9% 2,085 $1.6M
Vise Technologies, Inc. 0.02% Add +281.6% 2,080 $1.6M
Quest Investment Management LLC 0.18% Reduce -15.3% 2,051 $1.6M
Lido Advisors, LLC 0.01% Add +21.6% 2,033 $1.5M
EP Wealth Advisors, LLC 0.01% Add +41.2% 2,025 $1.5M
Union Bancaire Privee, UBP SA 0.02% New 1,750 $1.5M
GeoWealth Management, LLC 0.05% Add +46.3% 1,985 $1.5M
Moody LYNN Lieberson & Walker, LLC 0.08% Add +1.2% 1,981 $1.5M
Aaron Wealth Advisors LLC 0.08% Add +5.6% 1,979 $1.5M
Brookwood Investment Group LLC 0.17% Add +0.8% 1,950 $1.5M
Maryland State Retirement & Pension System 0.03% Add +4.0% 1,948 $1.5M
Tobam 0.35% Add +0.1% 1,919 $1.5M
TD Private Client Wealth LLC 0.03% Reduce -10.9% 1,909 $1.4M
Private Advisor Group, LLC 0.01% Reduce -59.4% 1,901 $1.4M
Weik Capital Management 0.55% Reduce -5.0% 1,900 $1.4M
Shelton Capital Management 0.03% No change 1,892 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +81.0% 1,892 $1.4M
Plato Investment Management Ltd 0.08% Add +177.6% 1,896 $1.4M
Modern Wealth Management, LLC 0.02% Add +117.3% 1,875 $1.4M
Portside Wealth Group, LLC 0.16% Reduce -6.0% 1,863 $1.4M
Bannerstone Capital Management, LLC 1.19% Reduce -13.0% 1,861 $1.4M
Pittenger & Anderson Inc. 0.05% Add +77.4% 1,811 $1.4M
Keybank National Association 0.00% Reduce -15.1% 1,805 $1.4M
Choreo, LLC 0.01% Reduce -10.3% 1,793 $1.4M
Compass Financial Management LLC 0.17% — 1,789 $1.4M
Charter Capital Management, LLC\DE 0.60% No change 1,786 $1.4M
VestGen Investment Management 0.72% Reduce -3.7% 1,781 $1.3M
Csenge Advisory Group 0.05% Add +10.1% 1,773 $1.3M
James Investment Research, Inc. 0.14% Add +67.6% 1,760 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -37.3% 1,749 $1.3M
Themes Management Co LLC 0.87% Reduce -6.0% 1,738 $1.3M
Coldstream Capital Management Inc. 0.02% Reduce -0.3% 1,736 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% Add +239.6% 1,705 $1.3M
DekaBank Deutsche Girozentrale 0.00% No change 1,893 $1.3M
NewEdge Advisors, LLC 0.00% Add +18.3% 1,686 $1.3M
Founders Financial Alliance, LLC 0.17% Add +0.1% 1,686 $1.3M
QP Wealth Management, LLC 1.80% Reduce -7.6% 1,661 $1.3M
Altshuler Shaham Ltd 0.02% Add +12.1% 1,625 $1.2M
Picton Mahoney Asset Management 0.01% Reduce -7.4% 1,624 $1.2M
Corient IA LP 1.13% No change 1,620 $1.2M
Kera Capital Partners, Inc. 0.12% Add +13.3% 1,606 $1.2M
Macquarie Group Ltd. 0.01% No change 1,585 $1.2M
NWF Advisory Services Inc. 0.11% No change 1,580 $1.2M
Qtron Investments LLC 0.16% Reduce -27.8% 1,568 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +43.1% 1,568 $1.2M
HMS Capital Management, LLC 0.44% No change 1,567 $1.2M
Sigma Planning Corp 0.03% New 1,567 $1.2M
Rice Hall James & Associates, LLC 0.06% Reduce -24.9% 1,541 $1.2M
Great Lakes Advisors, LLC 0.01% Add +0.3% 1,530 $1.2M
Trail Ridge Investment Advisors, LLC 0.49% Reduce -0.7% 1,526 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -7.3% 1,518 $1.2M
Baker Avenue Asset Management, LP 0.02% Add +7.5% 1,512 $1.1M
Empowered Funds, LLC 0.01% Reduce -90.2% 1,505 $1.1M
Diversified Trust Co. 0.02% Reduce -35.5% 1,491 $1.1M
Viawealth, LLC 0.56% Reduce -2.5% 1,472 $1.1M
Fifth Third Wealth Advisors LLC 0.03% Reduce -9.6% 1,472 $1.1M
Alliance Wealth Advisors, LLC 0.21% Reduce -17.8% 1,466 $1.1M
ProShare Advisors LLC 0.00% Reduce -12.9% 1,458 $1.1M
Cetera Trust Company, N.A 0.54% Add +1.1% 1,430 $1.1M
Smith Chas P & Associates Pa Cpas 0.05% Add +0.1% 1,423 $1.1M
Childress Capital Advisors, LLC 0.17% Reduce -2.1% 1,403 $1.1M
Yorktown Management & Research Co Inc 0.65% No change 1,400 $1.1M
Mission Wealth Management, LP 0.01% Add +27.5% 1,396 $1.1M
Global Retirement Partners, LLC 0.02% — 1,396 $1.1M
Inceptionr LLC 0.26% New 1,395 $1.1M
GAMMA Investing LLC 0.04% Add +9.1% 1,390 $1.1M
HUB Investment Partners, LLC 0.02% Add +54.7% 1,354 $1.0M
Mgo One Seven LLC 0.02% Add +73.6% 1,354 $1.0M
Diametric Capital, LP 0.11% Add +52.4% 1,350 $1.0M
Concentric Capital Strategies, LP 0.06% Add +129.4% 1,349 $1.0M
Guardian Capital, LLC 0.84% Add +0.1% 1,349 $1.0M
LGT Group Foundation 0.01% No change 1,336 $1.0M
QRG Capital Management, Inc. 0.01% Add +4.0% 1,336 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -32.2% 1,348 $1.0M
Olde Wealth Management, LLC 0.28% No change 1,316 $997K
Quantum Portfolio Management LLC 0.35% Add +0.1% 1,301 $986K
Kathmere Capital Management, LLC 0.05% Add +12.8% 1,299 $984K
NorthCrest Asset Manangement, LLC 0.03% Add +8.1% 1,295 $984K
Ascent Group, LLC 0.03% Add +13.1% 1,291 $978K
Dynamic Technology Lab Private Ltd 0.22% New 1,286 $974K
McGowan Group Asset Management, Inc. 0.12% No change 1,275 $966K
Lakeridge Wealth Management LLC 0.35% Reduce -1.8% 1,258 $953K
Sienna Gestion 0.06% New 1,274 $950K
Farther Finance Advisors, LLC 0.01% Reduce -0.8% 1,254 $948K
Proficio Capital Partners LLC 0.03% New 1,246 $944K
Bull Harbor Capital LLC 0.18% Add +4.9% 1,240 $940K
Waverly Advisors, LLC 0.01% Add +8.2% 1,238 $938K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.4% 1,235 $936K
Compound Planning, Inc. 0.02% Add +5.4% 1,223 $927K
HB Wealth Management, LLC 0.01% Add +4.5% 1,221 $925K
Intrust Bank NA 0.07% Reduce -3.6% 1,213 $919K
Cibc World Market Inc. 0.00% Add +90.4% 1,205 $913K
Central Pacific Bank - Trust Division 0.10% Reduce -1.6% 1,190 $902K
Syon Capital LLC 0.04% Reduce -1.9% 1,182 $896K
Alps Advisors Inc. 0.00% Add +56.2% 1,178 $893K
Dakota Wealth Management 0.02% No change 1,170 $887K
AMG National Trust Bank 0.02% Reduce -50.0% 1,168 $885K
Confluence Investment Management LLC 0.01% No change 1,160 $879K
First Eagle Investment Management, LLC 0.00% Reduce -17.8% 1,151 $872K
Versant Capital Management, Inc 0.08% Add +5.0% 1,129 $856K
Personal Cfo Solutions, LLC 0.12% Add +0.6% 1,127 $854K
Snowden Capital Advisors LLC 0.02% Reduce -34.5% 1,116 $846K
Meeder Advisory Services, Inc. 0.03% Reduce -22.9% 1,116 $846K
4WEALTH Advisors, Inc. 0.65% Reduce -6.7% 1,143 $843K
Graham Capital Management, L.P. 0.03% Add +0.5% 1,105 $837K
North Dakota State Investment Board 0.03% Add +0.7% 1,094 $829K
Morningstar Investment Management LLC 0.05% No change 1,208 $823K
Rothschild Investment LLC 0.03% Add +222.1% 1,079 $818K
BankChampaign, National Association 0.62% Add +27.3% 1,068 $809K
Composition Wealth, LLC 0.01% Add +2.5% 1,041 $789K
AdvisorShares Investments LLC 0.10% Add +164.0% 1,040 $788K
Oppenheimer & Co. Inc. 0.01% New 1,039 $787K
Main Street Research LLC 0.04% Add +2.6% 1,038 $787K
UniSuper Management Pty Ltd 0.00% Add +43.9% 1,036 $785K
Clare Market Investments LLC 0.14% No change 1,030 $780K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -39.5% 1,027 $778K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.24% Reduce -41.3% 1,019 $772K
Trust Point Inc. 0.07% Add +3.5% 1,014 $768K
Interchange Capital Partners, LLC 0.14% Add +50.4% 1,006 $762K
Alamea Verwaltungs GmbH 0.61% New 1,006 $762K
Alexander Labrunerie & Co., Inc. 0.27% No change 1,000 $758K
Linscomb Wealth, Inc. 0.03% Reduce -18.1% 997 $756K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -0.6% 990 $750K
Asset Management Group, Inc. 0.11% No change 986 $747K
Penobscot Investment Management Company, Inc. 0.05% No change 980 $743K
Guggenheim Capital LLC 0.00% Reduce -71.8% 978 $741K
Verus Capital Partners, LLC 0.04% Add +9.6% 975 $739K
Callan Family Office, LLC 0.01% Add +0.3% 971 $736K
Groupama Asset Managment 0.01% New 970 $735K
Miramar Capital, LLC 0.16% Reduce -2.0% 966 $732K
Certuity, LLC 0.04% Reduce -1.0% 966 $732K
Fox Run Management, L.L.C. 0.12% New 965 $731K
Retirement Management Systems Inc. 0.15% Add +62.0% 964 $730K
Aberdeen Group plc 0.00% Add +152.2% 961 $728K
J. Goldman & Co LP 0.03% New 960 $727K
Krilogy Financial LLC 0.02% Reduce -4.9% 956 $724K
WoodTrust Financial Corp 0.09% No change 950 $720K
Frec Markets, Inc. 0.06% Add +68.6% 944 $715K
Spire Wealth Management 0.02% Add +26.1% 936 $710K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +0.5% 935 $709K
Grove Street Fiduciary, LLC 0.30% No change 926 $702K
Crestwood Advisors Group, LLC 0.01% Add +24.2% 923 $699K
Independent Advisor Alliance 0.02% Add +3.0% 904 $685K
Legacy Capital Group California, Inc. 0.21% Add +16.8% 902 $684K
Moneta Group Investment Advisors LLC 0.01% Add +0.3% 896 $679K
Naples Global Advisors, LLC 0.04% New 889 $674K
Cynosure Group, LLC 0.10% New 889 $674K
Inspire Advisors, LLC 0.05% New 887 $672K
Osmosis Investment Management UK Ltd 0.03% New 885 $671K
Cresset Asset Management, LLC 0.00% Reduce -3.0% 873 $662K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.24% Add +19.9% 869 $658K
Havemeyer Place LP 0.06% Reduce -66.7% 868 $658K
Triasima Portfolio Management inc. 0.09% No change 865 $655K
Waterloo Capital, L.P. 0.04% Reduce -47.6% 864 $655K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.6% 864 $655K
Compass Ion Advisors, LLC 0.06% No change 858 $650K
OneDigital Investment Advisors LLC 0.01% Reduce -13.9% 854 $647K
Gateway Wealth Partners, LLC 0.04% Add +13.0% 850 $644K
Burns Matteson Capital Management, LLC 0.20% Add +2.0% 850 $644K
Heartwood Wealth Advisors LLC 0.05% No change 850 $644K
Profund Advisors LLC 0.02% Reduce -9.0% 839 $636K
Revolve Wealth Partners, LLC 0.07% New 832 $630K
Morey & Quinn Wealth Partners, LLC 0.41% Reduce -4.6% 831 $630K
New York Life Investment Management LLC 0.00% New 829 $628K
Kingsview Wealth Management, LLC 0.01% New 826 $626K
One Wealth Capital Management, LLC 0.18% Add +122.0% 819 $621K
Advisory Alpha, LLC 0.02% Add +0.5% 818 $620K
Horizon Financial Services, LLC 0.24% Add +0.5% 817 $619K
Park Edge Advisors, LLC 0.13% Reduce -1.4% 815 $618K
Arista Wealth Management, LLC 0.07% No change 813 $616K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +0.1% 812 $616K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.8% 804 $609K
Wealthspan Partners, LLC 0.19% No change 800 $606K
Duncker Streett & Co. Inc. 0.10% No change 800 $606K
Van Hulzen Asset Management, LLC 0.04% Add +38.1% 794 $602K
IFG Advisory, LLC 0.02% New 786 $596K
Index Technologies Group LLC 0.47% Reduce -1.3% 783 $593K
Allworth Financial LP 0.00% Add +7.3% 782 $593K
Leonteq Securities AG 0.04% Reduce -19.8% 778 $590K
Siemens Fonds Invest GmbH 0.03% Add +45.1% 775 $587K
Gateway Investment Advisers LLC 0.01% Add +8.4% 773 $586K
Ramirez Asset Management, Inc. 0.06% No change 770 $583K
Ballentine Partners, LLC 0.01% Add +11.6% 770 $583K
Clearstead Advisors, LLC 0.01% Reduce -26.8% 758 $574K
Quent Capital, LLC 0.04% No change 751 $569K
Perigon Wealth Management, LLC 0.01% Add +12.4% 751 $569K
PFG Investments, LLC 0.02% No change 743 $563K
EverSource Wealth Advisors, LLC 0.02% Reduce -11.3% 738 $559K
Pinnacle Financial Partners, Inc. 0.00% Add +0.3% 735 $557K
FIL Ltd 0.00% Reduce -90.0% 733 $555K
Greenleaf Trust 0.01% Add +11.5% 727 $551K
Ossiam 0.01% New 720 $546K
Avantax Planning Partners, Inc. 0.01% No change 718 $544K
Banque Pictet & Cie SA 0.01% Add +18.2% 707 $536K
Signaturefd, LLC 0.01% Add +12.8% 703 $532K
Hilltop National Bank 0.11% Reduce -26.3% 702 $532K
Wedmont Private Capital 0.01% Add +27.6% 702 $530K
Westwood Holdings Group Inc. 0.00% Add +91.0% 699 $529K
Alpine Global Management, LLC 0.09% New 698 $529K
HM Payson & Co. 0.01% No change 696 $527K
Citizens Financial Group Inc. 0.01% Add +9.3% 695 $527K
Bryant Woods Investment Advisors, LLC 0.15% No change 692 $524K
Sagespring Wealth Partners, LLC 0.01% Add +5.5% 689 $522K
Sandler Capital Management 0.31% Reduce -53.0% 687 $521K
Catalyst Funds Management Pty Ltd 0.03% New 686 $520K
Optas, LLC 0.07% Reduce -1.4% 683 $518K
NFSG Corp 0.06% Reduce -3.0% 682 $517K
Anb Bank 0.19% Reduce -0.6% 682 $517K
Banque Cantonale Vaudoise 0.02% Add +2.9% 677 $513K
Red Spruce Capital, LLC 0.18% Add +11.6% 675 $511K
AlphaGrep UK Ltd 0.15% Add +16.2% 659 $499K
IHT Wealth Management, LLC 0.01% Reduce -11.3% 659 $499K
Hager Investment Management Services, LLC 0.23% Add +251.9% 651 $493K
Atwood & Palmer Inc. 0.03% No change 648 $491K
Fi3 FINANCIAL ADVISORS, LLC 0.12% New 687 $490K
Mutual Advisors, LLC 0.01% Reduce -3.8% 642 $486K
Savvy Advisors, Inc. 0.01% Add +18.6% 639 $485K
Ellevest, Inc. 0.06% Add +1.8% 633 $480K
Transcend Capital Advisors, LLC 0.03% Add +5.7% 633 $480K
Ameritas Advisory Services, LLC 0.01% Reduce -6.6% 633 $480K
World Investment Advisors 0.01% Reduce -13.4% 694 $478K
Princeton Global Asset Management LLC 0.07% No change 630 $477K
MQS Management LLC 0.58% New 629 $477K
Oak Associates Ltd. 0.03% No change 628 $476K
Mayflower Financial Advisors, LLC 0.04% Add +0.8% 625 $474K
TCW Group Inc. 0.00% Add +1.8% 619 $469K
Caerus Investment Advisors, LLC 0.16% Add +0.5% 617 $468K
Summit Financial, LLC 0.01% Reduce -15.5% 615 $466K
Pennsylvania Capital Management Inc. 0.12% No change 613 $465K
Jefferies Financial Group Inc. 0.00% Reduce -84.0% 610 $462K
RFG Advisory, LLC 0.01% Add +40.9% 600 $455K
United Capital Financial Advisors, LLC 0.00% Reduce -18.3% 586 $444K
Beacon Pointe Advisors, LLC 0.00% Add +15.2% 585 $443K
Balefire, LLC 0.07% Reduce -3.3% 585 $443K
Cary Street Partners Financial LLC 0.01% Add +17.5% 585 $443K
Waddell & Associates, LLC 0.02% Reduce -4.0% 583 $442K
Wedbush Securities Inc. 0.01% Add +24.1% 582 $441K
Essex LLC 0.07% No change 580 $440K
OMERS ADMINISTRATION Corp 0.00% Add +19.2% 577 $437K
BCS Private Wealth Management, Inc. 0.13% Reduce -43.7% 555 $421K
Martingale Asset Management L P 0.01% Reduce -20.3% 553 $419K
Root Financial Partners, LLC 0.02% Add +1.6% 553 $419K
Essential Partners LLC 0.19% Reduce -47.4% 552 $418K
Parcion Private Wealth LLC 0.02% Add +0.7% 550 $417K
denkapparat Operations GmbH 0.14% No change 548 $415K
UMB Bank, n.a. 0.01% Add +2.6% 546 $414K
Massachusetts Wealth Management 0.16% No change 545 $413K
IFP Advisors, Inc 0.01% Reduce -29.5% 543 $411K
Advisors Capital Management, LLC 0.00% Reduce -5.8% 536 $406K
Falcon Wealth Planning 0.03% Reduce -1.3% 534 $405K
Tiemann Investment Advisors, LLC 0.15% Add +3.9% 533 $404K
XTX Topco Ltd 0.01% New 527 $399K
Thomasville National Bank 0.02% — 526 $399K
Fiduciary Trust Co 0.00% No change 526 $399K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -19.9% 525 $398K
Engineers Gate Manager LP 0.01% Reduce -66.0% 522 $396K
Brookstone Capital Management 0.00% New 522 $396K
Busey Bank 0.01% New 516 $391K
Moody National Bank Trust Division 0.03% No change 508 $385K
Purkiss Capital Advisors LLC 0.15% Add +0.2% 504 $382K
Magnolia Capital Advisors LLC 0.07% No change 504 $382K
TABR Capital Management, LLC 0.32% Add +13.3% 501 $380K
Nkcfo LLC 0.11% No change 500 $379K
Chicago Capital, LLC 0.01% No change 500 $379K
Empower Advisory Group, LLC 0.00% New 500 $379K
Argos Wealth Advisors, LLC 0.10% Add +1.9% 495 $375K
Sowell Financial Services LLC 0.01% Reduce -23.8% 491 $372K
Greenline Wealth Management LLC 0.30% Add +33.6% 489 $371K
Bradley Foster & Sargent Inc. 0.01% Add +36.1% 486 $369K
Rothschild Wealth LLC 0.03% Reduce -1.2% 483 $366K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -4.0% 481 $365K
Aspiriant, LLC 0.01% Add +31.1% 481 $364K
Brand Asset Management Group, Inc. 0.08% Reduce -0.4% 480 $364K
AlphaCore Capital LLC 0.01% Add +43.0% 479 $363K
First Commonwealth Financial Corp 0.05% Reduce -0.6% 478 $362K
Boothbay Fund Management, LLC 0.01% Reduce -40.9% 473 $358K
Ellsworth Advisors, LLC 0.06% New 475 $357K
Muirfield Wealth Advisors LLC 0.23% No change 464 $352K
Fidelis Capital Partners, LLC 0.02% Reduce -0.2% 464 $352K
Sivia Capital Partners, LLC 0.04% No change 456 $346K
Venturi Wealth Management, LLC 0.01% Add +5.6% 453 $343K
PCM Encore, LLC 0.06% Add +0.2% 453 $343K
Marco Investment Management LLC 0.02% No change 450 $341K
Cannell & Spears LLC 0.01% No change 444 $336K
Ausdal Financial Partners, Inc. 0.01% Reduce -10.0% 440 $333K
Jackson Creek Investment Advisors LLC 0.11% Reduce -6.1% 460 $333K
Essex Financial Services, Inc. 0.02% Add +4.0% 438 $332K
MeadowBrook Investment Advisors LLC 0.26% Reduce -0.5% 432 $327K
Ifrah Financial Services, Inc. 0.08% Reduce -0.5% 430 $326K
Patten Group, Inc. 0.05% New 428 $324K
Cornerstone Wealth Group, LLC 0.02% Add +8.1% 426 $323K
Caisse Des Depots Et Consignations 0.01% New 425 $322K
Cordatus Wealth Management LLC 0.07% Add +1.4% 423 $320K
Prospera Financial Services Inc 0.00% Add +0.9% 423 $320K
Jackson Thornton Wealth Management, LLC 0.03% Add +2.4% 420 $318K
Equitable Holdings, Inc. 0.00% Add +5.3% 415 $315K
Peachtree Investment Partners, LLC 0.10% New 410 $311K
HHM Wealth Advisors, LLC 0.03% No change 410 $311K
Washington Trust Advisors, Inc. 0.02% Reduce -2.4% 410 $311K
Axxcess Wealth Management, LLC 0.00% New 409 $310K
Prelude Capital Management, LLC 0.02% Add +21.1% 407 $308K
Montag A & Associates Inc. 0.01% Reduce -0.3% 406 $308K
Long Island Wealth Management, Inc. 0.13% No change 405 $307K
Hancock Whitney Corp. 0.01% No change 405 $307K
Pure Financial Advisors, LLC 0.00% Add +4.7% 404 $306K
Pacifica Partners Inc. 0.09% Reduce -20.0% 400 $304K
Bragg Financial Advisors, Inc 0.01% No change 400 $303K
Phoenix Financial Ltd. 0.00% New 400 $302K
LVW Advisors, LLC 0.03% New 398 $302K
CHICAGO TRUST Co NA 0.04% Add +13.0% 391 $296K
Journey Retirement Planning & Investment Management LLC 0.23% Reduce -7.4% 388 $294K
State of Wyoming 0.03% Add +288.0% 388 $294K
Wealthfront Advisers LLC 0.00% Add +2.7% 385 $292K
Bridgewater Advisors Inc. 0.02% Add +1.3% 388 $290K
Almanack Investment Partners, LLC. 0.04% Add +4.1% 381 $289K
Ewa, LLC 0.05% Add +0.8% 380 $288K
MinichMacGregor Wealth Management, LLC 0.04% New 380 $288K
Balentine LLC 0.01% New 380 $288K
Generali Investments, Management Co LLC 0.06% Add +65.8% 378 $286K
Annex Advisory Services, LLC 0.00% No change 378 $286K
Peapack Gladstone Financial Corp. 0.00% Reduce -1.3% 377 $286K
Advisory Services Network, LLC 0.00% Add +4.8% 374 $283K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +36.1% 373 $283K
Emprise Bank 0.10% No change 371 $281K
Sage Investment Counsel LLC 0.28% Reduce -6.6% 366 $277K
Nomura Holdings Inc. 0.00% New 363 $275K
Lanark Financial, Inc. 0.02% No change 360 $273K
Pinkerton Wealth, LLC 0.02% No change 400 $272K
True Freedom Investing, LLC 0.02% No change 400 $272K
FSM Wealth Advisors, LLC 0.03% Add +1.4% 359 $272K
International Assets Investment Management, LLC 0.02% Reduce -7.3% 358 $271K
Wick Capital Partners, LLC 0.04% Reduce -0.8% 354 $268K
Global Wealth Management Investment Advisory, Inc. 0.04% No change 354 $268K
Adalta Capital Management LLC 0.12% No change 352 $267K
Knightsbridge Asset Management, LLC 0.04% Reduce -0.6% 351 $266K
Clean Yield Group 0.07% No change 350 $265K
Marotta Asset Management 0.04% No change 350 $265K
Bridges Investment Management Inc. 0.00% No change 350 $265K
Evolution Advisers, Inc. 0.10% No change 350 $265K
Seeds Investor LLC 0.03% Reduce -0.3% 349 $265K
Waldron Private Wealth LLC 0.01% No change 348 $264K
Daymark Wealth Partners, LLC 0.01% Add +3.9% 345 $261K
J. Safra Sarasin Holding AG 0.00% New 344 $261K
55 North Private Wealth, LLC 0.05% New 344 $261K
Cooper Financial Group 0.02% Reduce -3.6% 344 $261K
D.A. Davidson & Co. 0.00% Reduce -3.6% 344 $261K
Expressive Wealth LLC 0.24% Reduce -12.3% 342 $259K
Philadelphia Trust Co. 0.02% No change 339 $257K
EntryPoint Capital, LLC 0.06% Reduce -54.7% 336 $255K
Waterford Advisors, LLC 0.07% No change 333 $252K
Cyndeo Wealth Partners, LLC 0.01% Reduce -11.5% 331 $251K
New Hampshire Trust 0.05% No change 330 $250K
Oakworth Capital, Inc. 0.01% No change 330 $250K
Beacon Financial Advisory LLC 0.05% No change 329 $250K
Sage Rhino Capital LLC 0.04% Add +3.8% 329 $249K
Van Den Berg Management I, Inc. 0.05% No change 327 $248K
Checchi Capital Advisers, LLC 0.02% Add +5.2% 326 $247K
CreativeOne Wealth, LLC 0.01% Reduce -24.1% 325 $246K
Archer Investment Corp 0.05% No change 325 $246K
Aster Capital Management (DIFC) Ltd 0.05% New 324 $246K
Cigna Investments Inc. 0.03% Reduce -9.3% 323 $245K
Howard Wealth Management, LLC 0.09% No change 320 $242K
Hudson Edge Investment Partners Inc. 0.03% Add +0.6% 319 $242K
Parallel Advisors, LLC 0.00% Add +3.6% 316 $239K
COFG Advisors, LLC 0.04% No change 314 $238K
Polymer Capital Management (US) LLC 0.04% Reduce -73.7% 313 $237K
Dodds Wealth, LLC 0.05% New 312 $236K
GK Wealth Management LLC 0.14% New 310 $235K
Belpointe Asset Management LLC 0.01% Reduce -2.2% 308 $233K
Claret Asset Management Corp 0.03% Reduce -34.8% 306 $232K
Creative Capital Management Investments LLC 0.05% Add +2.0% 306 $232K
Platform Technology Partners 0.04% Add +1.3% 304 $230K
SageView Advisory Group, LLC 0.01% Add +1.0% 303 $230K
Smartleaf Asset Management LLC 0.01% No change 311 $229K
Arkadios Wealth Advisors 0.00% New 301 $228K
NewEdge Wealth, LLC 0.00% New 301 $228K
Hummer Financial Advisory Services Inc 0.15% No change 300 $227K
Aureum Wealth Management, LLC 0.14% No change 300 $227K
Paradigm Asset Management Co. LLC 0.05% New 300 $227K
XML Financial, LLC 0.02% No change 300 $227K
Glenview Trust Co 0.00% Reduce -27.6% 299 $227K
BDFS Capital LLC 0.10% No change 298 $226K
Western Wealth Management, LLC 0.01% Reduce -27.3% 298 $226K
Keating Financial Advisory Services, Inc. 0.03% Reduce -35.7% 297 $225K
Strategy Asset Managers LLC 0.03% Reduce -1.0% 296 $224K
Sapient Capital LLC 0.00% New 293 $222K
Wilmington Savings Fund Society, FSB 0.01% No change 293 $222K
James J. Burns & Company, LLC 0.02% New 292 $221K
Ledyard National Bank 0.02% Reduce -4.3% 292 $221K
RiverFront Investment Group, LLC 0.00% New 292 $221K
Strategic Investment Advisors / MI 0.01% New 286 $217K
Americana Partners, LLC 0.00% New 286 $217K
Advisortrust Partners, LLC 0.07% Reduce -22.0% 283 $214K
Terra Nova Asset Management LLC 0.13% New 280 $212K
Quilter Plc 0.00% New 280 $212K
True Wealth Design, LLC 0.05% Add +1.1% 279 $211K
Five Oceans Advisors 0.07% New 279 $211K
Kingswood Wealth Advisors, LLC 0.01% Reduce -18.2% 279 $211K
SBI Securities Co., Ltd. 0.00% Add +1.5% 277 $210K
Ponta Wealth Partners, LLC 0.11% New 276 $209K
Dupree Financial Group, LLC 0.08% New 276 $209K
Winter & Associates, Inc. 0.16% New 275 $208K
GatePass Capital, LLC 0.08% New 273 $207K
Convergence Financial, LLC 0.02% New 272 $207K
OneAscent Family Office, LLC 0.10% New 271 $205K
Cookson Peirce & Co. Inc. 0.01% New 269 $204K
Orion Capital Management LLC 0.06% No change 268 $203K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 265 $201K
Pinnacle Associates Ltd. 0.00% New 265 $201K
Continuum Advisory, LLC 0.01% New 241 $183K
Huntington National Bank 0.00% Add +15.1% 236 $179K
Ninety One UK Ltd 0.00% New 231 $175K
Larson Financial Group LLC 0.00% Add +47.0% 219 $166K
Tsfg, LLC 0.02% No change 217 $164K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -43.2% 216 $164K
Wilkerson Advisory Group LLC 0.05% Reduce -10.9% 205 $155K
USA Financial Formulas 0.03% — 205 $155K
Vanguard National Trust Co 0.01% Reduce -12.8% 204 $155K
Kemnay Advisory Services Inc. 0.02% Add +506.3% 194 $147K
Westpac Banking Corp. 0.01% Reduce -3.9% 175 $133K
Wellington Shields & Co., LLC 0.03% No change 169 $128K
Harbour Investments, Inc. 0.00% Add +11.2% 169 $128K
SouthState Bank Corp 0.01% No change 168 $127K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.8% 154 $117K
Group One Trading LLC 0.00% Reduce -22.4% 152 $115K
TIAA Wealth Investment Management LLC 0.00% Add +539.1% 147 $111K
Cary Street Partners Investment Advisory LLC 0.02% Add +6.0% 142 $108K
Ancora Advisors LLC 0.00% Reduce -15.0% 136 $103K
Blue Trust, Inc. 0.00% Add +3.1% 131 $99K
Park Place Capital Corp 0.02% Reduce -25.4% 129 $98K
Cedar Mountain Advisors, LLC 0.02% No change 128 $97K
Ares Financial Consulting, LLC 0.07% No change 120 $91K
SJS Investment Consulting Inc. 0.01% No change 117 $89K
Owl Creek Wealth Partners LLC 0.03% No change 116 $88K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -14.8% 115 $87K
1 North Wealth Services LLC 0.02% No change 100 $76K
Transamerica Financial Advisors, LLC 0.01% Reduce -3.1% 93 $71K
Park National Corp. 0.00% No change 93 $70K
Quarry LP 0.01% Reduce -72.4% 91 $69K
CoreCap Advisors, LLC 0.00% Add +9000.0% 91 $69K
Generali Asset Management SPA SGR 0.00% New 87 $66K
Kennebec Savings Bank 0.05% No change 86 $65K
YANKCOM Partnership 0.02% No change 86 $65K
Persistent Asset Partners Ltd 0.02% New 83 $63K
Trust Co. of Vermont 0.00% — 80 $61K
Brown Brothers Harriman & Co. 0.00% No change 79 $60K
Cornerstone Planning Group LLC 0.01% Add +2.5% 81 $59K
CVA Family Office, LLC 0.01% Add +2.6% 78 $59K
Parkside Financial Bank & Trust 0.00% Add +11.8% 76 $58K
First Horizon Corp. 0.00% Add +6.5% 66 $50K
Physician Wealth Advisors, Inc. 0.01% Add +1.6% 64 $48K
Fortitude Family Office, LLC 0.01% Add +12.5% 63 $48K
Mather Group, Llc. 0.00% No change 62 $47K
JFS Wealth Advisors, LLC 0.00% No change 58 $44K
Dogwood Wealth Management LLC 0.02% Add +16.7% 56 $42K
Tokio Marine Asset Management Co. Ltd. 0.00% New 55 $42K
Elevation Wealth Partners, LLC 0.01% Add +237.5% 54 $41K
Western Pacific Wealth Management, LP 0.04% New 52 $39K
Graney & King, LLC 0.01% No change 50 $38K
Atlantic Union Bankshares Corp 0.00% No change 48 $36K
Zions Bancorporation, National Association 0.00% Add +6.8% 47 $36K
Bullock Wealth Management Group 0.01% No change 45 $34K
Signature Equity Partners, LLC 0.01% Reduce -30.0% 42 $32K
Fiduciary Financial Advisors 0.00% New 42 $31K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -83.3% 40 $30K
Quantbot Technologies LP 0.00% New 39 $30K
Private Trust Co. NA 0.00% Add +23.3% 37 $28K
Activest Wealth Management 0.01% No change 36 $27K
MV Capital Management, Inc. 0.00% No change 34 $26K
Farmers & Merchants Investments Inc. 0.00% Reduce -5.9% 32 $24K
Contravisory Investment Management, Inc. 0.00% Reduce -3.1% 31 $23K
Stone House Investment Management, LLC 0.00% No change 30 $23K
Wellington-Altus USA Inc. 0.02% No change 32 $22K
JPL Wealth Management, LLC 0.00% No change 28 $21K
Strategic Wealth Partners, Ltd. 0.00% Add +36.8% 26 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 25 $19K
Anchor Investment Management, LLC 0.00% No change 25 $19K
Vision Retirement, LLC 0.00% No change 24 $18K
Robinswood Financial LLC 0.01% No change 24 $18K
Financial Network Wealth Advisors LLC 0.02% Reduce -14.8% 23 $17K
Prestige Wealth Management Group LLC 0.00% No change 22 $17K
Meeder Asset Management Inc. 0.00% Add +29.4% 22 $17K
Bare Financial Services, Inc 0.00% Add +90.9% 21 $16K
Cherry Tree Wealth Management, LLC 0.00% No change 20 $15K
Raffa Wealth Management, LLC 0.00% Add +5.3% 20 $15K
IAG Wealth Partners, LLC 0.00% No change 20 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 20 $15K
Salomon & Ludwin, LLC 0.00% No change 20 $15K
FWL Investment Management, LLC 0.00% Add +111.1% 19 $14K
Avion Wealth 0.00% Add +18.8% 19 $14K
Rossby Financial, LCC 0.00% Add +50.0% 18 $14K
Covestor Ltd 0.01% Reduce -44.8% 16 $13K
Elequin Capital, LP 0.00% Add +70.0% 17 $13K
IMA Advisory Services, Inc. 0.00% New 16 $12K
Richardson Financial Services Inc. 0.01% Reduce -5.9% 16 $12K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -5.9% 16 $12K
Clearstead Trust, LLC 0.00% No change 15 $11K
LRI Investments, LLC 0.00% Add +25.0% 15 $11K
Cape Investment Advisory, Inc. 0.00% New 14 $11K
Rakuten Securities, Inc. 0.00% Add +200.0% 12 $9K
Silver Grove Financial Group, Inc. 0.00% New 11 $8K
Basecamp Wealth Advisors LLC 0.00% Add +266.7% 11 $8K
SHP Wealth Management 0.00% Add +233.3% 10 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $8K
Dunhill Financial, LLC 0.00% No change 9 $7K
Accent Capital Management, LLC 0.00% Add +28.6% 9 $7K
Hughes Financial Services, LLC 0.00% Add +50.0% 9 $7K
Cromwell Holdings LLC 0.00% Add +100.0% 8 $6K
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 8 $6K
Richardson Capital Management LLC 0.00% No change 8 $6K
Bay Harbor Wealth Management, LLC 0.00% No change 8 $6K
Marquette Asset Management, LLC 0.00% No change 7 $5K
Valley National Advisers Inc. 0.00% No change 7 $5K
MTM Investment Management, LLC 0.00% No change 6 $5K
Rialto Wealth Management, LLC 0.00% Reduce -14.3% 6 $5K
Atlas Capital Advisors Inc. 0.00% No change 6 $5K
Addison Advisors LLC 0.00% No change 5 $4K
Bell Investment Advisors, Inc 0.00% Add +25.0% 5 $4K
Gleason Group, Inc. 0.00% New 5 $4K
North Star Investment Management Corp. 0.00% No change 5 $4K
Valued Wealth Advisors LLC 0.00% No change 4 $3K
William B. Walkup & Associates, Inc. 0.00% New 4 $3K
Marshall Investment Management, LLC 0.00% New 4 $3K
Bravera Wealth 0.00% No change 4 $3K
Triumph Capital Management 0.00% Reduce -73.3% 4 $3K
Wealth Enhancement Trust Services, Inc. 0.00% New 4 $3K
Plante Moran Financial Advisors, LLC 0.00% No change 4 $3K
Bogart Wealth, LLC 0.00% No change 4 $3K
Kilter Group LLC 0.00% No change 3 $2K
Financial Management Professionals, Inc. 0.00% No change 3 $2K
Park Square Financial Group, LLC 0.02% Reduce -50.0% 3 $2K
Benson Wealth Management INC 0.00% No change 3 $2K
Cornerstone Financial Management LLC 0.00% Add +50.0% 3 $2K
Capital Advisors, Ltd. LLC 0.00% No change 2 $2K
1015 Capital Partners, LLC 0.00% No change 2 $2K
Bruce G. Allen Investments, LLC 0.00% Reduce -50.0% 2 $2K
Principia Wealth Advisory, LLC 0.00% Add +100.0% 2 $2K
Steigerwald, Gordon & Koch Inc. 0.00% No change 2 $2K
Geneos Wealth Management Inc. 0.00% New 2 $2K
Navigoe, LLC 0.00% New 2 $1K
MCF Advisors LLC 0.00% Reduce -75.0% 1 $759
Seneschal Advisors, LLC 0.00% No change 1 $758
Nvest Wealth Strategies, Inc. 0.00% New 1 $758
Davis Capital Management 0.00% New 1 $758
Breakwater Investment Management 0.00% New 1 $758
Quaker Wealth Management, LLC 0.00% No change 1 $758
Motco 0.00% New 1 $758
JNBA Financial Advisors 0.00% New 1 $758
Trust Co 0.00% No change 1 $758
Mascoma Wealth Management LLC 0.00% New 1 $758
TFC Financial Management, Inc. 0.00% No change 1 $758
DecisionPoint Financial, LLC 0.00% New 1 $758
CENTRAL TRUST Co 0.00% Reduce -94.4% 1 $758
Creative Financial Designs Inc. 0.00% No change 1 $758
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $758
AdvisorNet Financial, Inc 0.00% New 1 $758
Cassaday & Co Wealth Management LLC 0.00% No change 1 $758
TOWER TRUST & INVESTMENT Co 0.00% New 1 $757
Abound Wealth Management 0.00% No change 1 $508

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