Kyndryl HoldingsKD

13F holders, Q2 2024 (June 30)
663holders +18
75new positions
57sold out
11famous investors
$26.31avg. 13F price*

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

0200400600800 Q1 2024: 645Q1 2024Q2 2024: 663Q2 2024Q3 2024: 627Q3 2024Q4 2024: 697Q4 2024Q1 2025: 703Q1 2025Q2 2025: 736Q2 2025Q3 2025: 690Q3 2025Q4 2025: 705Q4 2025Q1 2026: 667Q1 2026Q2 2026: 676Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions75$138.6M
Exits57$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.