Kyndryl HoldingsKD
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 663 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, up 18 from Q1 2024. 75 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($703.9M), BlackRock Inc. ($609.3M) and Neuberger Berman Group LLC ($235.7M). 11 famous investors held it, including David Einhorn (5.7% of Greenlight Capital (DME Capital Management)'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Kyndryl Holdings Inc.
- CUSIP
- 50155Q100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $138.6M |
| Exits | 57 | $36.5M |
All 13F filers, Q1 2024 → Q2 2024: 20,146,463 shares bought and 18,208,207 shares sold, net +1,938,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 663 holders
| Vanguard Group Inc. | 0.01% | Add +3.3% | 26,755,681 | $703.9M |
| BlackRock Inc. | 0.01% | Add +1.1% | 23,159,174 | $609.3M |
| Neuberger Berman Group LLC | 0.19% | Reduce -3.7% | 8,960,526 | $235.7M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -13.8% | 7,381,071 | $194.2M |
| State Street Corp. | 0.01% | Add +0.5% | 7,042,160 | $185.3M |
| FMR LLC | 0.01% | Add +152.8% | 4,467,648 | $117.5M |
| Greenlight Capital (DME Capital Management) | 5.71% | Reduce -32.8% | 4,435,819 | $116.7M |
| Geode Capital Management, LLC | 0.01% | Add +2.6% | 3,803,876 | $100.1M |
| Morgan Stanley | 0.01% | Add +15.3% | 3,267,397 | $86.0M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -8.6% | 2,991,363 | $78.7M |
| Renaissance Technologies | 0.12% | Add +32.3% | 2,765,800 | $72.8M |
| Zimmer Partners, LP | 1.34% | Add +5.2% | 2,674,157 | $70.4M |
| Royce & Associates LP | 0.59% | Reduce -7.1% | 2,410,745 | $63.4M |
| Invesco Ltd. | 0.01% | Reduce -4.2% | 2,220,594 | $58.4M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Add +2.6% | 2,106,670 | $55.4M |
| Bank of New York Mellon Corp | 0.01% | Add +8.1% | 2,102,657 | $55.3M |
| Westfield Capital Management Co. LP | 0.26% | New | 2,004,874 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.0% | 1,891,505 | $49.8M |
| Hennessy Advisors Inc. | 1.87% | Add +18.1% | 1,880,000 | $49.5M |
| Northern Trust Corp. | 0.01% | Add +7.1% | 1,876,751 | $49.4M |
| GMT Capital Corp | 1.73% | Reduce -11.0% | 1,782,900 | $46.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.3% | 1,744,853 | $45.9M |
| Cortland Associates Inc. | 5.28% | Add +25.2% | 1,585,351 | $41.7M |
| J. Goldman & Co LP | 1.50% | Add +11.5% | 1,530,751 | $40.3M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +201.1% | 1,427,601 | $37.6M |
| Deutsche Bank AG | 0.02% | Add +10.2% | 1,383,661 | $36.4M |
| Qube Research & Technologies Ltd | 0.07% | Add +374.3% | 1,346,860 | $35.4M |
| Douglas Lane & Associates, LLC | 0.40% | Reduce -8.5% | 1,077,267 | $28.3M |
| Arnhold LLC | 2.88% | Reduce -0.3% | 1,037,827 | $27.3M |
| Millennium Management | 0.02% | Add +101.1% | 1,011,420 | $26.6M |
| Bank of America Corp. | 0.00% | Add +40.1% | 963,493 | $25.3M |
| Russell Investments Group, Ltd. | 0.04% | Add +3.9% | 948,467 | $25.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -3.6% | 941,640 | $24.8M |
| Norges Bank | 0.00% | Reduce -74.0% | 827,333 | $21.8M |
| Mackenzie Financial Corp. | 0.03% | Add +47.2% | 810,488 | $21.3M |
| Two Sigma Investments, LP | 0.05% | Add +77.2% | 809,093 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.6% | 766,049 | $20.2M |
| Great Lakes Advisors, LLC | 0.18% | New | 760,024 | $20.0M |
| D. E. Shaw & Co. | 0.03% | Reduce -31.9% | 718,127 | $18.9M |
| GW&K Investment Management, LLC | 0.17% | Add +7.5% | 707,283 | $18.6M |
| Allianz Asset Management GmbH | 0.03% | Add +3.4% | 672,264 | $17.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +40.5% | 669,970 | $17.6M |
| Solas Capital Management, LLC | 9.34% | Add +51.9% | 649,259 | $17.1M |
| Rhumbline Advisers | 0.02% | Reduce -3.8% | 642,682 | $16.9M |
| Mesirow Institutional Investment Management, Inc. | 1.48% | Reduce -15.9% | 641,197 | $16.9M |
| AQR Capital Management | 0.03% | Add +392.1% | 631,299 | $16.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 569,326 | $15.0M |
| Comerica Bank | 0.06% | Add +463.8% | 558,794 | $14.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +314.0% | 536,967 | $14.1M |
| Tudor Investment Corporation | 0.16% | Reduce -34.8% | 527,083 | $13.9M |
| Trexquant Investment LP | 0.21% | Add +353.6% | 523,044 | $13.8M |
| Legal & General Group Plc | 0.00% | Add +19.6% | 517,143 | $13.6M |
| Group One Trading LLC | 0.42% | Reduce -3.3% | 504,155 | $13.3M |
| Kent Lake Capital LLC | 5.93% | Add +25.0% | 500,000 | $13.2M |
| National Bank of Canada | 0.02% | Reduce -0.1% | 491,420 | $13.1M |
| Nordea Investment Management AB | 0.02% | Add +33.6% | 489,514 | $13.0M |
| Swiss National Bank | 0.01% | No change | 453,100 | $11.9M |
| New York State Common Retirement Fund | 0.02% | Add +136.6% | 449,784 | $11.8M |
| American Century Companies Inc. | 0.01% | Reduce -63.2% | 445,249 | $11.7M |
| Penn Capital Management Company, LLC | 1.10% | New | 434,852 | $11.5M |
| Ancora Advisors LLC | 0.28% | Reduce -1.9% | 433,938 | $11.4M |
| First Trust Advisors LP | 0.01% | Add +12.1% | 428,454 | $11.3M |
| Cardinal Capital Management LLC | 2.88% | Reduce -76.4% | 399,272 | $10.5M |
| Phocas Financial Corp. | 1.20% | Add +20.1% | 399,255 | $10.5M |
| California Public Employees Retirement System | 0.01% | Reduce -3.4% | 383,652 | $10.1M |
| Penserra Capital Management LLC | 0.12% | Reduce -3.9% | 374,439 | $9.9M |
| Castleark Management LLC | 0.35% | Add +3.7% | 323,570 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.4% | 318,424 | $8.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | New | 315,010 | $8.3M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 311,523 | $8.2M |
| Sei Investments Co. | 0.01% | Add +14.1% | 297,415 | $7.8M |
| Corebridge Financial, Inc. | 0.04% | — | 291,029 | $7.7M |
| Bank of Montreal | 0.00% | Add +204.9% | 285,661 | $7.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.7% | 284,003 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.4% | 269,076 | $7.1M |
| CenterBook Partners LP | 0.42% | Add +41.4% | 257,108 | $6.8M |
| Prelude Capital Management, LLC | 0.56% | Reduce -48.3% | 254,618 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +59.0% | 254,628 | $6.7M |
| Prudential Financial Inc. | 0.01% | Reduce -14.8% | 253,035 | $6.7M |
| Caisse de depot et placement du Quebec | 0.02% | No change | 251,000 | $6.6M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -44.4% | 250,000 | $6.6M |
| Engle Capital Management, L.P. | 2.07% | New | 233,000 | $6.1M |
| UBS Group AG | 0.00% | Add +153.6% | 231,455 | $6.1M |
| California State Teachers Retirement System | 0.01% | Reduce -2.7% | 228,097 | $6.0M |
| Clifford Swan Investment Counsel LLC | 0.21% | Reduce -5.1% | 211,585 | $5.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 209,889 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +27.8% | 207,492 | $5.5M |
| GAMCO Investors | 0.06% | Reduce -14.1% | 205,531 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.2% | 200,398 | $5.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.2% | 198,920 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.1% | 198,723 | $5.2M |
| Gotham Asset Management | 0.07% | Add +43.2% | 197,374 | $5.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +443.5% | 183,270 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -17.7% | 180,300 | $4.7M |
| Citadel Advisors | 0.00% | Add +45.0% | 176,035 | $4.6M |
| Manatuck Hill Partners, LLC | 2.03% | New | 175,000 | $4.6M |
| Jane Street Group, LLC | 0.00% | Add +888.3% | 172,711 | $4.5M |
| Barclays PLC | 0.00% | Reduce -61.9% | 171,611 | $4.5M |
| Hodges Capital Management Inc. | 0.30% | New | 170,580 | $4.5M |
| Bank of Nova Scotia | 0.01% | New | 163,561 | $4.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +69.7% | 153,400 | $4.0M |
| Algert Global LLC | 0.13% | Add +52.6% | 151,167 | $4.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +42.7% | 148,682 | $3.9M |
| Jupiter Asset Management Ltd. | 0.04% | Reduce -96.8% | 147,149 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -6.3% | 143,843 | $3.8M |
| Informed Momentum Co LLC | 0.60% | Reduce -20.3% | 140,926 | $3.7M |
| CM Management, LLC | 3.38% | No change | 140,000 | $3.7M |
| Walleye Capital LLC | 0.04% | Add +1169.1% | 139,979 | $3.7M |
| ING Groep NV | 0.02% | Add +100.8% | 137,826 | $3.6M |
| HSBC Holdings PLC | 0.00% | Add +63.8% | 132,394 | $3.5M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.9% | 131,745 | $3.5M |
| Edgestream Partners, L.P. | 0.17% | Reduce -36.5% | 131,440 | $3.5M |
| Exchange Traded Concepts, LLC | 0.08% | Add +15.7% | 126,403 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Add +25.7% | 123,859 | $3.3M |
| Bridgewater Associates | 0.02% | New | 122,740 | $3.2M |
| Teacher Retirement System of Texas | 0.02% | Add +123.2% | 121,783 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.1% | 121,118 | $3.2M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.7% | 117,630 | $3.1M |
| Vident Advisory, LLC | 0.08% | Add +43.7% | 107,017 | $2.8M |
| Hilton Capital Management, LLC | 0.24% | Add +4.0% | 106,756 | $2.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 105,732 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -9.2% | 102,745 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 100,306 | $2.6M |
| HRT Financial LP | 0.01% | Add +67.3% | 99,979 | $2.6M |
| Voloridge Investment Management, LLC | 0.01% | New | 99,575 | $2.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -2.4% | 98,932 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -40.0% | 91,570 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -15.6% | 89,492 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 89,200 | $2.3M |
| Inspire Investing, LLC | 0.27% | Add +18.4% | 88,644 | $2.3M |
| Martingale Asset Management L P | 0.05% | Reduce -6.8% | 88,527 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +52.0% | 88,253 | $2.3M |
| Alpha Omega Wealth Management LLC | 0.44% | Reduce -8.4% | 87,322 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 83,132 | $2.2M |
| Gabelli Funds LLC | 0.02% | Reduce -15.9% | 79,587 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +20.3% | 78,282 | $2.1M |
| TCTC Holdings, LLC | 0.07% | Reduce -0.4% | 75,316 | $2.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 75,157 | $2.0M |
| River Global Investors LLP | 0.53% | Reduce -1.2% | 73,376 | $1.9M |
| Power Wealth Management LLC | 0.88% | Add +12.9% | 70,286 | $1.8M |
| Tidal Investments LLC | 0.03% | Add +25.7% | 70,097 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 69,835 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +61.2% | 67,809 | $1.8M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.29% | No change | 67,000 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.7% | 65,100 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +2.1% | 64,418 | $1.7M |
| Maverick Capital | 0.03% | New | 63,048 | $1.7M |
| Waterfront Wealth Inc. | 0.44% | Reduce -17.8% | 61,469 | $1.6M |
| SummerHaven Investment Management, LLC | 0.99% | Add +1.0% | 57,493 | $1.5M |
| Twin Tree Management, LP | 0.04% | Add +1131.0% | 57,194 | $1.5M |
| Danske Bank A/S | 0.01% | Reduce -26.9% | 56,115 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +7.2% | 56,110 | $1.5M |
| State of Michigan Retirement System | 0.01% | Reduce -1.9% | 55,434 | $1.5M |
| Commerce Bank | 0.01% | Add +0.5% | 54,127 | $1.4M |
| SG Americas Securities, LLC | 0.01% | New | 53,903 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.16% | New | 52,279 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 51,357 | $1.4M |
| Sky Investment Group LLC | 0.26% | New | 51,215 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +37.4% | 51,089 | $1.3M |
| Citigroup Inc. | 0.00% | Add +117.6% | 51,065 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 51,001 | $1.3M |
| Squarepoint Ops LLC | 0.01% | New | 50,818 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -3.5% | 48,943 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -15.8% | 47,798 | $1.3M |
| Mariner, LLC | 0.00% | Add +1.1% | 47,673 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +1.7% | 47,132 | $1.2M |
| Cacti Asset Management LLC | 0.09% | No change | 45,160 | $1.2M |
| STRS Ohio | 0.00% | Reduce -21.2% | 44,359 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | Add +14.2% | 43,500 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +19.6% | 43,053 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 41,811 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | No change | 41,789 | $1.1M |
| Creative Planning | 0.00% | Add +11.2% | 41,615 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 40,961 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -11.3% | 40,481 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 40,013 | $1.1M |
| Twin Capital Management Inc. | 0.12% | Reduce -14.8% | 39,773 | $1.0M |
| Covestor Ltd | 0.67% | Reduce -1.1% | 39,356 | $1.0M |
| Brevan Howard Capital Management LP | 0.07% | New | 37,715 | $992K |
| Twin Focus Capital Partners, LLC | 0.16% | Reduce -17.8% | 37,000 | $973K |
| Quadrature Capital Ltd | 0.02% | New | 36,375 | $957K |
| Federated Hermes, Inc. | 0.00% | Add +3.8% | 36,271 | $954K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.6% | 35,883 | $944K |
| Silverberg Bernstein Capital Management LLC | 0.91% | No change | 35,540 | $935K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.1% | 35,201 | $926K |
| Engineers Gate Manager LP | 0.02% | Reduce -28.0% | 35,041 | $922K |
| Money Concepts Capital Corp. | 0.07% | Add +4.1% | 33,840 | $890K |
| Wellington Management Group LLP | 0.00% | Add +168.6% | 32,958 | $867K |
| Raymond James & Associates | 0.00% | Reduce -27.1% | 32,392 | $852K |
| Voya Investment Management LLC | 0.00% | Add +17.8% | 32,049 | $843K |
| Eisler Capital (US) LLC | 0.16% | Reduce -5.2% | 31,632 | $832K |
| Westover Capital Advisors, LLC | 0.21% | Add +6.5% | 31,625 | $832K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.2% | 28,595 | $752K |
| Teza Capital Management LLC | 0.09% | New | 28,427 | $748K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.2% | 28,409 | $742K |
| Greenwich Wealth Management LLC | 0.05% | Reduce -8.3% | 27,979 | $736K |
| Glenview Trust Co | 0.01% | Reduce -0.0% | 27,308 | $718K |
| XTX Topco Ltd | 0.06% | Add +135.0% | 27,029 | $711K |
| Petrus Trust Company, LTA | 0.07% | No change | 26,802 | $705K |
| Total Clarity Wealth Management, Inc. | 0.24% | Reduce -16.2% | 26,023 | $685K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.8% | 25,842 | $679K |
| ClariVest Asset Management LLC | 0.07% | Reduce -59.6% | 25,745 | $677K |
| Convergence Investment Partners, LLC | 0.20% | New | 25,423 | $669K |
| State of Alaska, Department of Revenue | 0.01% | No change | 24,967 | $656K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 24,910 | $655K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 24,907 | $655K |
| Xponance LLC | 0.01% | Reduce -10.0% | 24,666 | $649K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 24,015 | $632K |
| RBF Capital, LLC | 0.04% | No change | 23,707 | $624K |
| CIBC Private Wealth Group LLC | 0.00% | Add +130.8% | 23,775 | $618K |
| Ellsworth Advisors, LLC | 0.17% | Add +5.8% | 22,975 | $604K |
| Synovus Financial Corp. | 0.01% | Add +50.2% | 22,493 | $592K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -11.5% | 21,244 | $559K |
| Versor Investments LP | 0.10% | Add +80.2% | 21,085 | $555K |
| Fulton Bank, N.A. | 0.02% | Add +20.7% | 21,062 | $554K |
| Sterneck Capital Management, LLC | 0.31% | Reduce -7.3% | 21,060 | $554K |
| Verition Fund Management LLC | 0.00% | Add +10.1% | 20,669 | $544K |
| Fox Run Management, L.L.C. | 0.10% | New | 20,191 | $531K |
| US Bancorp \de | 0.00% | Reduce -3.4% | 19,581 | $515K |
| Axq Capital, LP | 0.12% | Reduce -18.3% | 19,373 | $510K |
| Pathstone Holdings, LLC | 0.00% | Add +6.2% | 19,242 | $506K |
| Symmetry Partners, LLC | 0.03% | No change | 19,064 | $502K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.2% | 18,829 | $495K |
| Bayesian Capital Management, LP | 0.06% | Add +51.9% | 18,740 | $493K |
| Paloma Partners Management Co | 0.05% | New | 18,596 | $489K |
| Cetera Investment Advisers | 0.00% | Add +5.5% | 18,469 | $486K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.0% | 18,352 | $483K |
| Jump Financial, LLC | 0.01% | Reduce -57.4% | 18,264 | $481K |
| Scientech Research LLC | 0.10% | New | 18,255 | $480K |
| United Services Automobile Association | 0.01% | Add +8.0% | 17,790 | $468K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 17,754 | $467K |
| Virtus Investment Advisers, LLC | 0.42% | No change | 17,700 | $466K |
| Truist Financial Corp. | 0.00% | Reduce -5.9% | 17,541 | $462K |
| Maryland State Retirement & Pension System | 0.01% | No change | 17,202 | $453K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +46.0% | 17,153 | $451K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.1% | 16,966 | $446K |
| Avior Wealth Management, LLC | 0.02% | Add +1105.1% | 16,377 | $431K |
| Bleakley Financial Group, LLC | 0.01% | Add +3.0% | 15,758 | $415K |
| Simplicity Wealth,LLC | 0.01% | Add +3.0% | 15,745 | $414K |
| PEAK6 Investments LLC | 0.02% | New | 15,138 | $398K |
| Atria Investments, Inc | 0.01% | New | 14,807 | $390K |
| Canal Insurance CO | 0.10% | No change | 14,400 | $379K |
| nVerses Capital, LLC | 0.22% | Add +47.9% | 14,200 | $374K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -8.6% | 13,723 | $361K |
| Nebula Research & Development LLC | 0.06% | Reduce -71.7% | 13,509 | $355K |
| 1ST Source Bank | 0.02% | No change | 13,431 | $353K |
| M&T Bank Corp | 0.00% | Add +1.5% | 13,144 | $346K |
| Captrust Financial Advisors | 0.00% | Reduce -15.7% | 13,031 | $343K |
| Cerity Partners LLC | 0.00% | Reduce -8.6% | 12,810 | $337K |
| Wedmont Private Capital | 0.02% | Add +18.0% | 12,583 | $333K |
| Amundi | 0.00% | Reduce -88.9% | 12,277 | $327K |
| Ethic Inc. | 0.01% | Add +4.4% | 12,139 | $319K |
| Utah Retirement Systems | 0.00% | Reduce -4.0% | 12,020 | $316K |
| Olympiad Research LP | 0.22% | New | 11,324 | $298K |
| Private Advisor Group, LLC | 0.00% | New | 11,123 | $293K |
| Cresset Asset Management, LLC | 0.00% | Add +2.1% | 11,117 | $292K |
| Brown Advisory Inc. | 0.00% | Reduce -5.2% | 10,858 | $286K |
| ProShare Advisors LLC | 0.00% | Reduce -3.3% | 10,851 | $285K |
| Gsa Capital Partners LLP | 0.02% | New | 10,717 | $282K |
| Oak Thistle LLC | 0.21% | Reduce -42.1% | 10,651 | $280K |
| Atlas Capital Advisors Inc. | 0.04% | Add +609.6% | 10,637 | $280K |
| Aspen Grove Capital, LLC | 0.06% | No change | 10,335 | $272K |
| Credit Agricole S A | 0.00% | No change | 10,200 | $268K |
| Guggenheim Capital LLC | 0.00% | Reduce -3.8% | 10,157 | $267K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.1% | 10,132 | $267K |
| Cynosure Group, LLC | 0.04% | No change | 9,998 | $263K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.3% | 10,014 | $263K |
| Shelton Capital Management | 0.01% | No change | 9,628 | $253K |
| Wolverine Trading, LLC | 0.00% | New | 9,493 | $250K |
| Jag Capital Management, LLC | 0.03% | New | 9,455 | $249K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,365 | $246K |
| Financial Counselors Inc. | 0.00% | New | 9,226 | $243K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 8,934 | $235K |
| Greenleaf Trust | 0.00% | New | 8,805 | $232K |
| Central Valley Advisors, LLC | 0.10% | New | 146 | $228K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -56.1% | 8,555 | $225K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | New | 8,100 | $213K |
| State of Wyoming | 0.04% | Reduce -65.0% | 8,076 | $212K |
| Storebrand Asset Management As | 0.00% | No change | 7,984 | $210K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 7,800 | $205K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 7,784 | $205K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 7,362 | $194K |
| Asset Management One Co., Ltd. | 0.00% | No change | 6,477 | $170K |
| Allworth Financial LP | 0.00% | Add +37.7% | 6,216 | $170K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1709.3% | 6,423 | $169K |
| Cwm, LLC | 0.00% | Add +32.2% | 6,329 | $167K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -8.0% | 5,897 | $155K |
| KBC Group NV | 0.00% | Add +6.7% | 5,586 | $147K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +15257.1% | 5,375 | $141K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.0% | 5,223 | $137K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -85.7% | 4,919 | $129K |
| Aquatic Capital Management LLC | 0.00% | New | 4,800 | $126K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,700 | $124K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.4% | 4,577 | $120K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +43.1% | 3,627 | $95K |
| Quarry LP | 0.04% | Reduce -15.5% | 3,318 | $87K |
| Clearstead Advisors, LLC | 0.00% | Add +141.4% | 3,307 | $87K |
| Rothschild Investment LLC | 0.01% | Reduce -2.6% | 3,242 | $85K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.4% | 3,097 | $81K |
| Whittier Trust Co. | 0.00% | Reduce -2.2% | 3,073 | $81K |
| Trust Co. of Vermont | 0.00% | Add +5.7% | 3,049 | $80K |
| Parallel Advisors, LLC | 0.00% | Add +14.5% | 3,000 | $79K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 2,932 | $77K |
| Jones Financial Companies LLLP | 0.00% | Add +9287.1% | 2,910 | $77K |
| Blue Trust, Inc. | 0.00% | Add +68.3% | 3,212 | $70K |
| Bessemer Group Inc. | 0.00% | Add +1.4% | 2,580 | $68K |
| GAMMA Investing LLC | 0.01% | Add +65.8% | 2,490 | $66K |
| HM Payson & Co. | 0.00% | Reduce -9.3% | 2,177 | $57K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -7.9% | 2,144 | $56K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 1,885 | $50K |
| International Assets Investment Management, LLC | 0.00% | New | 1,878 | $49K |
| Fifth Third Bancorp | 0.00% | Add +9.8% | 1,795 | $47K |
| Walleye Trading LLC | 0.00% | New | 1,734 | $46K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.7% | 1,673 | $44K |
| Signaturefd, LLC | 0.00% | Reduce -5.0% | 1,618 | $43K |
| Raleigh Capital Management Inc. | 0.02% | No change | 1,582 | $42K |
| Huntington National Bank | 0.00% | Reduce -56.9% | 1,580 | $42K |
| AlphaQuest LLC | 0.01% | Reduce -50.7% | 1,562 | $41K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,485 | $39K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 1,502 | $39K |
| Headlands Technologies LLC | 0.00% | Add +60.1% | 1,475 | $39K |
| Smithfield Trust Co | 0.00% | No change | 1,441 | $38K |
| Montag A & Associates Inc. | 0.00% | Reduce -1.4% | 1,435 | $38K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -16.9% | 1,423 | $37K |
| ORG Partners LLC | 0.00% | Reduce -2.3% | 1,384 | $37K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,374 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -16.5% | 1,309 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.5% | 1,102 | $29K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +3.9% | 1,052 | $29K |
| Piscataqua Savings Bank | 0.03% | No change | 1,090 | $29K |
| Asset Dedication, LLC | 0.00% | Add +48.2% | 1,085 | $29K |
| Rise Advisors, LLC | 0.01% | Add +3.6% | 1,077 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.9% | 1,070 | $28K |
| UMB Bank, n.a. | 0.00% | Reduce -28.6% | 1,046 | $28K |
| Broadwater Capital Management LLC | 0.02% | No change | 1,037 | $27K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -21.2% | 988 | $26K |
| IFP Advisors, Inc | 0.00% | Add +35.1% | 973 | $26K |
| NFSG Corp | 0.01% | Reduce -89.2% | 970 | $26K |
| Colonial Trust Co / SC | 0.00% | Add +368.8% | 961 | $25K |
| Quent Capital, LLC | 0.00% | Add +3.6% | 961 | $25K |
| Investors Research Corp | 0.01% | Reduce -1.0% | 951 | $25K |
| Global Retirement Partners, LLC | 0.00% | Add +27.9% | 950 | $25K |
| Lindbrook Capital, LLC | 0.00% | Add +18.7% | 938 | $25K |
| Venturi Wealth Management, LLC | 0.00% | No change | 863 | $23K |
| Spire Wealth Management | 0.00% | Reduce -11.3% | 863 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -11.5% | 856 | $23K |
| Opal Wealth Advisors, LLC | 0.01% | New | 855 | $22K |
| Sandy Spring Bank | 0.00% | Reduce -3.0% | 844 | $22K |
| WealthCollab, LLC | 0.02% | No change | 801 | $21K |
| Fortis Group Advisors, LLC | 0.00% | No change | 800 | $21K |
| Grove Bank & Trust | 0.00% | No change | 800 | $21K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 785 | $21K |
| William B. Walkup & Associates, Inc. | 0.01% | — | 778 | $20K |
| Addison Advisors LLC | 0.01% | Add +1.2% | 765 | $20K |
| Quadrant Capital Group LLC | 0.00% | Add +6.3% | 761 | $20K |
| Cultivar Capital, Inc. | 0.02% | New | 750 | $20K |
| Plato Investment Management Ltd | 0.00% | No change | 750 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 746 | $20K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 737 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +144.3% | 733 | $19K |
| Parkside Financial Bank & Trust | 0.00% | No change | 685 | $18K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -9.9% | 594 | $17K |
| Toth Financial Advisory Corp. | 0.00% | Add +9.2% | 655 | $17K |
| Tompkins Financial Corp. | 0.00% | Reduce -5.8% | 652 | $17K |
| Acadian Asset Management LLC | 0.00% | Reduce -46.4% | 658 | $17K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 642 | $17K |
| Larson Financial Group LLC | 0.00% | Add +645.4% | 641 | $17K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -1.4% | 634 | $17K |
| Catalyst Funds Management Pty Ltd | 0.00% | New | 600 | $16K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -25.0% | 600 | $16K |
| NBT Bank, N.A. | 0.00% | Reduce -50.6% | 548 | $14K |
| Webster Bank, N. A. | 0.00% | Reduce -5.2% | 547 | $14K |
| DT Investment Partners, LLC | 0.00% | No change | 540 | $14K |
| PFS Partners, LLC | 0.01% | No change | 535 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.1% | 547 | $14K |
| LRI Investments, LLC | 0.00% | Reduce -18.9% | 524 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -9.0% | 524 | $14K |
| Country Trust Bank | 0.00% | No change | 521 | $14K |
| Olistico Wealth, LLC | 0.01% | New | 516 | $14K |
| Estabrook Capital Management | 0.00% | Reduce -12.0% | 514 | $14K |
| Tsfg, LLC | 0.00% | Add +1714.3% | 508 | $13K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 460 | $12K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 454 | $12K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -1.3% | 448 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -0.9% | 441 | $12K |
| Mather Group, Llc. | 0.00% | Add +41.7% | 523 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +25.9% | 423 | $11K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 432 | $11K |
| Logan Capital Management Inc. | 0.00% | Reduce -24.6% | 430 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 423 | $11K |
| Key Financial Inc | 0.00% | No change | 420 | $11K |
| Knott David M Jr | 0.00% | No change | 428 | $11K |
| Banque Cantonale Vaudoise | 0.00% | No change | 432 | $11K |
| Hilltop National Bank | 0.00% | No change | 412 | $11K |
| Barrett & Company, Inc. | 0.00% | Reduce -35.1% | 400 | $11K |
| Atwood & Palmer Inc. | 0.00% | No change | 400 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.5% | 386 | $10K |
| CENTRAL TRUST Co | 0.00% | Add +0.5% | 386 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 381 | $10K |
| Hartford Financial Management Inc. | 0.00% | No change | 378 | $10K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 372 | $10K |
| Gradient Investments LLC | 0.00% | Reduce -2.4% | 361 | $9K |
| St Germain D J Co. Inc. | 0.00% | Reduce -38.6% | 359 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -13.3% | 358 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Add +9.5% | 345 | $9K |
| Valley National Advisers Inc. | 0.00% | Reduce -12.0% | 358 | $9K |
| Beach Investment Counsel Inc. | 0.00% | New | 358 | $9K |
| Kelly Lawrence W & Associates Inc. | 0.00% | Add +88.4% | 341 | $9K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 332 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 326 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -6.1% | 324 | $9K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 323 | $8K |
| Delos Wealth Advisors, LLC | 0.01% | New | 320 | $8K |
| North Star Investment Management Corp. | 0.00% | Reduce -12.6% | 319 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +91.1% | 321 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +19.7% | 316 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 308 | $8K |
| CKW Financial Group | 0.00% | No change | 285 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -11.7% | 303 | $8K |
| Iat Reinsurance Co. LTD. | 0.00% | No change | 300 | $8K |
| Field & Main Bank | 0.00% | No change | 300 | $8K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 296 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 292 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 284 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.2% | 284 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 281 | $7K |
| Macroview Investment Management LLC | 0.01% | No change | 278 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 278 | $7K |
| Archer Investment Corp | 0.00% | Add +80.9% | 275 | $7K |
| Continuum Advisory, LLC | 0.00% | Add +27.4% | 274 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -11.2% | 269 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 296 | $7K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 260 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -24.9% | 250 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 244 | $6K |
| Platinum Investment Management Ltd. | 0.00% | No change | 241 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 240 | $6K |
| BNP Paribas | 0.00% | Reduce -11.3% | 235 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 224 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -6.8% | 220 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 213 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Add +23.1% | 213 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 210 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 207 | $5K |
| Chelsea Counsel Co. | 0.00% | No change | 200 | $5K |
| Global Financial Private Client, LLC | 0.00% | No change | 200 | $5K |
| Knuff & Co LLC | 0.00% | No change | 200 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.1% | 197 | $5K |
| Avalon Trust Co | 0.00% | No change | 196 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -55.2% | 194 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 193 | $5K |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 187 | $5K |
| Painted Porch Advisors LLC | 0.00% | New | 185 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.7% | 184 | $5K |
| Peoples Financial Services Corp. | 0.00% | Reduce -75.9% | 183 | $5K |
| First United Bank & Trust | 0.00% | No change | 180 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +128.2% | 178 | $5K |
| Concord Wealth Partners | 0.00% | Reduce -34.7% | 177 | $5K |
| Clear Point Advisors Inc. | 0.00% | No change | 175 | $5K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 172 | $5K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -2.3% | 171 | $4K |
| Ransom Advisory, Ltd | 0.00% | No change | 170 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | Add +1.2% | 166 | $4K |
| SouthState Bank Corp | 0.00% | No change | 166 | $4K |
| Register Financial Advisors LLC | 0.00% | No change | 164 | $4K |
| MCF Advisors LLC | 0.00% | No change | 163 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 184 | $4K |
| Financial Freedom, LLC | 0.00% | Reduce -4.7% | 161 | $4K |
| Sittner & Nelson, LLC | 0.00% | Add +35.6% | 160 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 160 | $4K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -14.2% | 157 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 156 | $4K |
| Summit Securities Group LLC | 0.00% | New | 162 | $4K |
| Lanark Financial, Inc. | 0.00% | Reduce -21.5% | 157 | $4K |
| Clearstead Trust, LLC | 0.00% | Reduce -7.6% | 145 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 144 | $4K |
| Tyler-Stone Wealth Management | 0.00% | No change | 144 | $4K |
| Sachetta, LLC | 0.00% | No change | 138 | $4K |
| WASHINGTON TRUST Co | 0.00% | No change | 136 | $4K |
| Delta Asset Management LLC | 0.00% | Reduce -16.5% | 132 | $3K |
| Carmichael Hill & Associates, Inc. | 0.00% | Add +156.9% | 131 | $3K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -10.3% | 131 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 130 | $3K |
| Financial Avengers, Inc. | 0.00% | No change | 129 | $3K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 127 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 126 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +5.1% | 124 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -7.5% | 123 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 123 | $3K |
| Hollencrest Capital Management | 0.00% | Add +106.8% | 122 | $3K |
| Flputnam Investment Management Co. | 0.00% | New | 120 | $3K |
| Toronto Dominion Bank | 0.00% | Reduce -14.3% | 120 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 119 | $3K |
| POM Investment Strategies, LLC | 0.00% | No change | 118 | $3K |
| Aspire Private Capital, LLC | 0.00% | No change | 118 | $3K |
| Hall Laurie J Trustee | 0.00% | No change | 101 | $3K |
| Coston, McIsaac & Partners | 0.00% | Reduce -20.6% | 150 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -34.7% | 111 | $3K |
| Anchor Investment Management, LLC | 0.00% | Add +9.1% | 108 | $3K |
| Balefire, LLC | 0.00% | Reduce -56.0% | 106 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 106 | $3K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -10.9% | 106 | $3K |
| Creekmur Asset Management LLC | 0.00% | New | 103 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 102 | $3K |
| Caldwell Trust Co | 0.00% | Reduce -45.2% | 102 | $3K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 100 | $3K |
| Providence Capital Advisors, LLC | 0.00% | No change | 100 | $3K |
| TruNorth Capital Management, LLC | 0.00% | Add +135.7% | 99 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 99 | $3K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 115 | $3K |
| McIlrath & Eck, LLC | 0.00% | Reduce -15.3% | 94 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 90 | $2K |
| Family Firm, Inc. | 0.00% | New | 88 | $2K |
| Bangor Savings Bank | 0.00% | No change | 88 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 86 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 84 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +305.0% | 81 | $2K |
| Natixis | 0.00% | No change | 81 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 80 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 95 | $2K |
| First Pacific Financial | 0.00% | New | 79 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +4.0% | 79 | $2K |
| Benjamin Edwards Inc. | 0.00% | Add +121.9% | 71 | $2K |
| Silicon Valley Capital Partners | 0.00% | No change | 76 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 80 | $2K |
| Lazard Asset Management LLC | 0.00% | No change | 60 | $2K |
| VitalStone Financial, LLC | 0.00% | No change | 75 | $2K |
| Abound Wealth Management | 0.00% | Reduce -5.1% | 74 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 73 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 73 | $2K |
| Aviso Financial Inc. | 0.00% | — | 72 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 70 | $2K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 81 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Add +43.5% | 66 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 65 | $2K |
| American National Bank & Trust | 0.00% | No change | 64 | $2K |
| Naples Money Management LLC | 0.00% | No change | 62 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 63 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 76 | $2K |
| Richardson Financial Services Inc. | 0.00% | No change | 61 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -18.7% | 61 | $2K |
| Towne Trust Company, N.A | 0.00% | Reduce -57.1% | 60 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 60 | $2K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 58 | $2K |
| Raelipskie Partnership | 0.00% | No change | 58 | $2K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 57 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 54 | $1K |
| Richardson Capital Management LLC | 0.00% | No change | 55 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +23.8% | 52 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -48.0% | 52 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 52 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -29.4% | 48 | $1K |
| Heritage Wealth Advisors | 0.00% | No change | 48 | $1K |
| Kelly Financial Services LLC | 0.00% | No change | 47 | $1K |
| Optimum Investment Advisors | 0.00% | No change | 46 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 46 | $1K |
| MV Capital Management, Inc. | 0.00% | Reduce -31.8% | 45 | $1K |
| Bank & Trust Co | 0.00% | — | 44 | $1K |
| Pineridge Advisors LLC | 0.00% | No change | 44 | $1K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -78.2% | 44 | $1K |
| IFS Advisors, LLC | 0.00% | No change | 42 | $1K |
| Main Street Group, LTD | 0.00% | No change | 41 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 41 | $1K |
| Kimelman & Baird, LLC | 0.00% | — | 40 | $1K |
| Lam Group, Inc. | 0.00% | No change | 40 | $1K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 40 | $1K |
| SWAN Capital LLC | 0.00% | New | 40 | $1K |
| West Oak Capital, LLC | 0.00% | Reduce -42.9% | 40 | $1K |
| Old Second National Bank of Aurora | 0.00% | No change | 40 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 27 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 51 | $1K |
| Horrell Capital Management, Inc. | 0.00% | No change | 27 | $1K |
| Hoey Investments, Inc. | 0.00% | Reduce -70.1% | 38 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Add +41.7% | 34 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +68.2% | 37 | $1K |
| Capital Analysts, LLC | 0.00% | New | 27 | $1K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | Reduce -21.7% | 36 | $947 |
| Eagle Bay Advisors LLC | 0.00% | No change | 36 | $947 |
| WR Wealth Planners, LLC | 0.00% | Reduce -69.0% | 36 | $947 |
| RFP Financial Group LLC | 0.00% | No change | 35 | $921 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 34 | $895 |
| Planning Capital Management Corp | 0.00% | No change | 33 | $869 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +32.0% | 33 | $869 |
| CVA Family Office, LLC | 0.00% | New | 32 | $842 |
| 1832 Asset Management L.P. | 0.00% | Add +18.5% | 32 | $842 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 37 | $769 |
| Red Tortoise LLC | 0.00% | No change | 29 | $763 |
| Johnson Financial Group, Inc. | 0.00% | No change | 27 | $711 |
| Bogart Wealth, LLC | 0.00% | No change | 26 | $684 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 25 | $658 |
| FPC Investment Advisory, Inc. | 0.00% | No change | 24 | $650 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $631 |
| Versant Capital Management, Inc | 0.00% | Reduce -48.9% | 23 | $605 |
| Tidemark, LLC | 0.00% | Add +1000.0% | 22 | $579 |
| Mascoma Wealth Management LLC | 0.00% | Reduce -90.0% | 21 | $553 |
| Crewe Advisors LLC | 0.00% | No change | 21 | $553 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 20 | $527 |
| Islay Capital Management, LLC | 0.00% | No change | 20 | $526 |
| Ridgewood Investments LLC | 0.00% | New | 20 | $526 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 20 | $526 |
| City Holding Co. | 0.00% | Reduce -33.3% | 20 | $526 |
| M&R Capital Management Inc. | 0.00% | No change | 20 | $526 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 20 | $526 |
| Centennial Bank | 0.00% | Add +111.1% | 19 | $500 |
| Westside Investment Management, Inc. | 0.00% | Add +171.4% | 19 | $500 |
| Albion Financial Group | 0.00% | No change | 19 | $500 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 18 | $474 |
| PSI Advisors, LLC | 0.00% | Reduce -54.0% | 17 | $448 |
| JNBA Financial Advisors | 0.00% | No change | 17 | $448 |
| Pacific Center for Financial Services | 0.00% | No change | 16 | $421 |
| Boit C F David | 0.00% | No change | 16 | $420 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 15 | $395 |
| Transcendent Capital Group LLC | 0.00% | No change | 15 | $395 |
| First Personal Financial Services | 0.00% | Reduce -25.0% | 15 | $395 |
| Family CFO Inc | 0.00% | No change | 14 | $368 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -31.6% | 13 | $343 |
| Atticus Wealth Management, LLC | 0.00% | No change | 12 | $316 |
| Wolff Wiese Magana LLC | 0.00% | Add +1000.0% | 11 | $290 |
| Northwest Capital Management Inc | 0.00% | No change | 11 | $289 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 10 | $264 |
| Global Wealth Strategies & Associates | 0.00% | No change | 10 | $263 |
| Ramirez Asset Management, Inc. | 0.00% | No change | 10 | $263 |
| Community Bank, N.A. | 0.00% | No change | 10 | $263 |
| MidAtlantic Capital Management, Inc. | 0.00% | Reduce -87.8% | 9 | $237 |
| GoalVest Advisory LLC | 0.00% | No change | 9 | $237 |
| REAP Financial Group, LLC | 0.00% | No change | 9 | $237 |
| Macquarie Group Ltd. | 0.00% | Reduce -100.0% | 9 | $237 |
| Birchbrook, Inc. | 0.00% | No change | 8 | $211 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $210 |
| Annapolis Financial Services, LLC | 0.00% | No change | 7 | $185 |
| EdgeRock Capital LLC | 0.00% | New | 7 | $184 |
| Halpern Financial, Inc. | 0.00% | Reduce -58.8% | 7 | $184 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 6 | $158 |
| HighMark Wealth Management LLC | 0.00% | Add +200.0% | 6 | $158 |
| Cordant, Inc. | 0.00% | No change | 6 | $158 |
| Unique Wealth Strategies, LLC | 0.00% | New | 7 | $152 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 5 | $132 |
| Global Trust Asset Management, LLC | 0.00% | Reduce -16.7% | 5 | $132 |
| Mechanics Financial Corp | 0.00% | No change | 5 | $132 |
| Stone House Investment Management, LLC | 0.00% | New | 5 | $132 |
| Peoples Bank | 0.00% | No change | 5 | $131 |
| West Branch Capital LLC | 0.00% | No change | 4 | $106 |
| Moser Wealth Advisors, LLC | 0.00% | No change | 4 | $105 |
| Mfa Wealth Advisors, LLC | 0.00% | New | 4 | $105 |
| Fairscale Capital, LLC | 0.00% | — | 3 | $82 |
| Lynx Investment Advisory | 0.00% | — | 3 | $79 |
| Raffa Wealth Management, LLC | 0.00% | No change | 3 | $79 |
| Your Advocates Ltd., LLP | 0.00% | No change | 3 | $79 |
| Eukles Asset Management | 0.00% | No change | 2 | $53 |
| Luken Investment Analytics, LLC | 0.00% | New | 2 | $53 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2 | $53 |
| Great Lakes Retirement, Inc. | 0.00% | New | 2 | $53 |
| Park Place Capital Corp | 0.00% | No change | 2 | $53 |
| Caitlin John, LLC | 0.00% | No change | 2 | $53 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $46 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $27 |
| Burkett Financial Services, LLC | 0.00% | No change | 1 | $26 |
| Resources Management Corp. /CT/ | 0.00% | Reduce -72.7% | 3 | $0 |
| FNY Investment Advisers, LLC | 0.00% | Reduce -62.5% | 15 | $0 |
| McClarren Financial Advisors, Inc. | 0.00% | No change | 26 | $0 |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 31 | $0 |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -12.5% | 7 | $0 |
"% of holder's portfolio" is KD's weight in each manager's 13F, not the share of Kyndryl Holdings Inc. the manager owns.