Kyndryl HoldingsKD

13F holders, Q4 2024 (December 31)
697holders +70
95new positions
65sold out
8famous investors
$34.61avg. 13F price*

At the end of Q4 2024, 697 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, up 70 from Q3 2024. 95 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($964.4M), BlackRock, Inc. ($767.0M) and FMR LLC ($429.3M). 8 famous investors held it, including David Einhorn (6.7% of Greenlight Capital (DME Capital Management)'s portfolio), Cliff Asness (0.1% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions95$137.9M
Exits65$87.9M

All 13F filers, Q3 2024 → Q4 2024: 25,223,247 shares bought and 20,183,743 shares sold, net +5,039,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 697 holders

Vanguard Group Inc. 0.02% Add +0.3% 27,873,819 $964.4M
BlackRock, Inc. 0.02% Reduce -7.9% 22,167,051 $767.0M
FMR LLC 0.03% Add +105.5% 12,408,449 $429.3M
Neuberger Berman Group LLC 0.31% Add +23.4% 11,391,257 $394.1M
State Street Corp. 0.01% Add +5.0% 7,396,832 $255.9M
Dimensional Fund Advisors LP 0.04% Reduce -19.4% 4,858,773 $168.1M
Westfield Capital Management Co. LP 0.69% Add +41.4% 4,609,799 $159.5M
Geode Capital Management, LLC 0.01% Add +0.2% 3,874,203 $134.1M
Greenlight Capital (DME Capital Management) 6.70% Reduce -23.6% 3,762,442 $130.2M
Arrowstreet Capital, Limited Partnership 0.10% Add +123.3% 3,683,060 $127.4M
Morgan Stanley 0.01% Add +10.8% 3,149,221 $109.0M
GMT Capital Corp 5.01% Add +16.4% 2,973,560 $102.9M
Allspring Global Investments Holdings, LLC 0.15% Reduce -7.0% 2,561,476 $91.0M
Invesco Ltd. 0.01% Add +39.9% 2,346,142 $81.2M
Royce & Associates LP 0.75% Reduce -11.8% 2,330,724 $80.6M
Zimmer Partners, LP 1.35% Reduce -17.5% 2,247,641 $77.8M
Deutsche Bank AG 0.03% Add +95.9% 2,147,009 $74.3M
Cortland Associates Inc. 8.36% Reduce -1.3% 2,123,721 $73.5M
Northern Trust Corp. 0.01% Add +13.5% 2,092,390 $72.4M
Jacobs Levy Equity Management, Inc. 0.25% Add +1.8% 2,071,263 $71.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.8% 1,932,925 $66.9M
Bank of New York Mellon Corp 0.01% Reduce -4.2% 1,851,358 $64.1M
AQR Capital Management 0.08% Add +60.5% 1,747,662 $60.5M
Ameriprise Financial Inc. 0.01% Reduce -5.0% 1,675,346 $58.0M
National Bank of Canada 0.07% Add +148.3% 1,631,206 $56.4M
Renaissance Technologies 0.07% Reduce -36.9% 1,400,367 $48.5M
D. E. Shaw & Co. 0.05% Add +180.3% 1,331,851 $46.1M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -32.4% 1,200,000 $41.5M
Qube Research & Technologies Ltd 0.06% Add +11.3% 1,092,584 $37.8M
Russell Investments Group, Ltd. 0.05% Add +8.9% 1,053,418 $36.4M
Nuveen Asset Management, LLC 0.01% Add +7.7% 1,001,131 $34.6M
Douglas Lane & Associates, LLC 0.49% Reduce -1.9% 999,286 $34.6M
Engle Capital Management, L.P. 10.04% Add +49.5% 970,000 $33.6M
Arnhold LLC 3.03% Reduce -19.9% 887,363 $30.7M
Bank of America Corp. 0.00% Reduce -25.6% 864,079 $29.9M
Comerica Bank 0.12% Add +9.8% 851,880 $29.5M
GW&K Investment Management, LLC 0.22% Add +5.1% 754,658 $26.1M
Maple Rock Capital Partners Inc. 1.90% New 753,913 $26.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +17.6% 721,891 $25.0M
Allianz Asset Management GmbH 0.04% Add +5.6% 719,402 $24.9M
UBS Group AG 0.01% Add +152.1% 703,178 $24.3M
Goldman Sachs Group Inc. 0.00% Add +8.5% 688,883 $23.8M
Mesirow Institutional Investment Management, Inc. 1.79% Reduce -16.5% 672,653 $23.3M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Reduce -20.4% 668,187 $23.1M
Rhumbline Advisers 0.02% Reduce -1.8% 620,917 $21.5M
Trexquant Investment LP 0.22% Add +656.2% 547,462 $18.9M
Penn Capital Management Company, LLC 1.81% Reduce -11.0% 534,550 $18.5M
JPMorgan Chase & Co. 0.00% Add +17.9% 533,265 $18.5M
New York State Common Retirement Fund 0.02% Add +0.6% 532,560 $18.4M
Principal Financial Group Inc. 0.01% Reduce -0.6% 532,278 $18.4M
Prudential Financial Inc. 0.02% Add +77.8% 515,413 $17.8M
Man Group plc 0.06% Add +109.1% 513,262 $17.8M
Legal & General Group Plc 0.00% Reduce -1.2% 512,623 $17.7M
Ancora Advisors LLC 0.39% Reduce -8.3% 510,511 $17.7M
Nordea Investment Management AB 0.02% Reduce -5.8% 500,971 $17.4M
Mediolanum International Funds Ltd 0.22% New 489,355 $16.9M
Cinctive Capital Management LP 0.88% Reduce -46.1% 473,786 $16.4M
Tidal Investments LLC 0.13% Add +362.6% 473,050 $16.4M
Mackenzie Financial Corp. 0.02% Reduce -42.5% 465,777 $16.1M
Swiss National Bank 0.01% Add +1.0% 454,700 $15.7M
Norges Bank 0.00% Add +1.9% 413,948 $14.3M
Walleye Capital LLC 0.14% Reduce -8.4% 394,709 $13.7M
Rockefeller Capital Management L.P. 0.03% New 389,137 $13.5M
Loomis Sayles & Co. L P 0.02% New 379,570 $13.1M
American Century Companies Inc. 0.01% Add +15.1% 372,642 $12.9M
Phocas Financial Corp. 1.72% Reduce -0.9% 372,366 $12.9M
J. Goldman & Co LP 0.43% Reduce -64.4% 355,559 $12.3M
California Public Employees Retirement System 0.01% Reduce -10.6% 340,250 $11.8M
First Trust Advisors LP 0.01% Add +21.9% 331,848 $11.5M
Raymond James Financial Inc. 0.00% — 328,308 $11.4M
Alliancebernstein L.P. 0.00% Reduce -1.3% 306,682 $10.6M
Retirement Systems of Alabama 0.04% Add +0.6% 282,421 $9.8M
Thrivent Financial for Lutherans 0.02% Add +51.4% 274,897 $9.5M
Group One Trading LLC 0.31% Reduce -48.1% 266,889 $9.2M
Corebridge Financial, Inc. 0.05% Reduce -3.9% 262,787 $9.1M
Bastion Asset Management Inc. 6.00% — 302,722 $9.0M
Manatuck Hill Partners, LLC 3.69% Reduce -5.5% 260,000 $9.0M
Amundi 0.00% Add +65.4% 223,594 $8.4M
Barclays PLC 0.00% Reduce -9.4% 231,840 $8.0M
Wells Fargo & Company 0.00% Reduce -23.9% 225,705 $7.8M
CANADA LIFE ASSURANCE Co 0.01% Add +1.0% 217,623 $7.5M
California State Teachers Retirement System 0.01% Reduce -2.3% 216,063 $7.5M
New York State Teachers Retirement System 0.02% Reduce -0.1% 209,089 $7.2M
State Board of Administration of Florida Retirement System 0.01% Add +5.0% 208,810 $7.2M
Gotham Asset Management 0.07% Reduce -37.8% 202,885 $7.0M
Castleark Management LLC 0.24% Reduce -40.1% 202,550 $7.0M
Two Sigma Investments, LP 0.02% Reduce -62.0% 191,489 $6.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.9% 190,601 $6.6M
GAMCO Investors 0.07% Reduce -6.3% 190,515 $6.6M
Sei Investments Co. 0.01% Reduce -13.3% 171,916 $5.9M
Vident Advisory, LLC 0.10% Add +26.5% 165,693 $5.7M
Prelude Capital Management, LLC 0.48% Reduce -28.0% 165,125 $5.7M
T. Rowe Price Associates Inc. 0.00% Reduce -79.1% 157,928 $5.5M
Informed Momentum Co LLC 0.76% New 155,512 $5.4M
Diversify Advisory Services, LLC 0.29% New 144,490 $5.3M
Canada Pension Plan Investment Board 0.01% No change 152,500 $5.3M
Global IMC LLC 0.92% New 147,484 $5.1M
First Manhattan Co. Llc. 0.01% New 140,435 $4.9M
Hilton Capital Management, LLC 0.40% Add +4.9% 133,778 $4.6M
State of Wisconsin Investment Board 0.01% Add +3.3% 132,784 $4.6M
MetLife Investment Management, LLC 0.02% Add +9.6% 130,847 $4.5M
Voleon Capital Management LP 0.32% — 125,558 $4.3M
Citadel Advisors 0.00% Reduce -93.6% 124,413 $4.3M
Mutual of America Capital Management LLC 0.05% Reduce -1.8% 122,695 $4.2M
Tudor Investment Corporation 0.04% Reduce -81.5% 112,259 $3.9M
Franklin Resources Inc. 0.00% Add +24.3% 111,928 $3.9M
Nisa Investment Advisors, LLC 0.01% Reduce -1.9% 111,540 $3.9M
Amalgamated Bank 0.03% Reduce -0.2% 109,957 $3.8M
Janus Henderson Group PLC 0.00% No change 105,732 $3.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -21.7% 102,035 $3.5M
Ieq Capital, LLC 0.03% New 101,238 $3.5M
Clifford Swan Investment Counsel LLC 0.13% Reduce -34.3% 100,643 $3.5M
Treasurer of the State of North Carolina 0.01% Add +0.6% 99,962 $3.5M
LPL Financial LLC 0.00% Add +22.4% 99,506 $3.4M
Royal Bank of Canada 0.00% Reduce -66.6% 98,674 $3.4M
State of Tennessee, Department of Treasury 0.01% Reduce -7.6% 92,691 $3.2M
Squarepoint Ops LLC 0.01% Reduce -48.4% 92,514 $3.2M
State of New Jersey Common Pension Fund D 0.01% No change 91,570 $3.2M
Two Sigma Advisers, LP 0.01% Reduce -35.7% 90,900 $3.1M
Stifel Financial Corp. 0.00% Reduce -1.5% 90,201 $3.1M
Neo Ivy Capital Management 0.62% New 89,244 $3.1M
Ensign Peak Advisors, Inc 0.01% No change 89,200 $3.1M
Sky Investment Group LLC 0.57% Add +11.7% 88,335 $3.1M
Yousif Capital Management, LLC 0.03% Reduce -4.3% 86,528 $3.0M
Public Employees Retirement System of Ohio 0.01% Reduce -6.1% 86,241 $3.0M
Maxi Investments CY Ltd 0.55% New 82,709 $2.9M
Police & Firemen's Retirement System of New Jersey 0.03% — 81,628 $2.8M
Harbor Capital Advisors, Inc. 0.12% New 80,208 $2.8M
Power Wealth Management LLC 1.13% Reduce -0.1% 78,499 $2.7M
BNP Paribas Financial Markets 0.00% New 76,448 $2.6M
Pacer Advisors, Inc. 0.01% Add +4.2% 76,380 $2.6M
Alpha Omega Wealth Management LLC 0.50% Reduce -8.6% 76,178 $2.6M
TCTC Holdings, LLC 0.09% Reduce 0.0% 75,315 $2.6M
Citigroup Inc. 0.00% Add +26.4% 75,069 $2.6M
Arizona State Retirement System 0.01% Add +1.1% 67,100 $2.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.38% No change 67,000 $2.3M
Pinebridge Investments, L.P. 0.02% Add +42.7% 66,796 $2.3M
Intech Investment Management LLC 0.02% New 66,433 $2.3M
Danske Bank A/S 0.01% Add +184.7% 65,504 $2.3M
Gabelli Funds LLC 0.02% Reduce -16.0% 65,284 $2.3M
Louisiana State Employees Retirement System 0.04% Add +0.6% 64,500 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -5.3% 64,255 $2.2M
Westover Capital Advisors, LLC 0.47% Add +2.0% 61,783 $2.1M
1832 Asset Management L.P. 0.00% New 61,527 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +16.3% 60,680 $2.1M
Handelsbanken Fonder AB 0.01% Add +5.1% 59,500 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +47.4% 59,341 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -1.6% 58,223 $2.0M
Susquehanna International Group, LLP 0.00% Add +31.7% 58,088 $2.0M
State of Michigan Retirement System 0.01% Add +0.2% 55,034 $1.9M
Waterfront Wealth Inc. 0.46% Reduce -23.5% 54,530 $1.9M
Commerce Bank 0.01% Reduce -0.6% 54,047 $1.9M
Natixis Advisors, LLC 0.00% Reduce -2.9% 53,737 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +79.6% 53,259 $1.8M
Bayesian Capital Management, LP 0.22% New 52,100 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.6% 51,622 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.7% 51,298 $1.8M
Mariner, LLC 0.00% Add +4.5% 51,289 $1.8M
Wexford Capital LP 0.45% Reduce -81.6% 50,907 $1.8M
Martingale Asset Management L P 0.04% Reduce -9.9% 49,937 $1.7M
Wolverine Trading, LLC 0.04% New 49,663 $1.7M
Envestnet Asset Management Inc. 0.00% Add +64.3% 48,729 $1.7M
Cerity Partners LLC 0.00% Add +58.2% 50,933 $1.7M
New Mexico Educational Retirement Board 0.06% Add +13.9% 47,589 $1.6M
Creative Planning 0.00% Add +10.6% 47,553 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +0.9% 47,226 $1.6M
KLP Kapitalforvaltning As 0.01% — 46,800 $1.6M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.9% 46,523 $1.6M
River Global Investors LLP 0.31% Reduce -39.1% 46,192 $1.6M
Voya Investment Management LLC 0.00% Add +55.1% 45,880 $1.6M
Algert Global LLC 0.04% Add +34.2% 45,166 $1.6M
Cacti Asset Management LLC 0.12% No change 45,160 $1.6M
Balyasny Asset Management L.P. 0.00% Add +193.9% 44,838 $1.6M
Federated Hermes, Inc. 0.00% Add +10.5% 44,593 $1.5M
Victory Capital Management Inc. 0.00% Reduce -1.3% 43,586 $1.5M
Bank of Montreal 0.00% Reduce -73.9% 43,356 $1.5M
Jane Street Group, LLC 0.00% Reduce -32.8% 42,788 $1.5M
Covestor Ltd 0.90% Add +5.2% 41,361 $1.4M
Quintet Private Bank (Europe) S.A. 0.08% New 41,077 $1.4M
Lazard Asset Management LLC 0.00% Add +67916.7% 40,810 $1.4M
Twin Capital Management Inc. 0.15% Reduce -0.7% 39,485 $1.4M
Lecap Asset Management Ltd. 0.37% New 39,296 $1.4M
Pictet Asset Management Holding SA 0.00% Add +12.6% 39,128 $1.4M
HRT Financial LP 0.01% New 37,223 $1.3M
Cwm, LLC 0.01% Add +199.5% 36,513 $1.3M
Dakota Wealth Management 0.03% New 35,281 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +41.4% 35,148 $1.2M
Stephens Inc. 0.02% New 31,701 $1.1M
Edgestream Partners, L.P. 0.05% Reduce -70.7% 31,327 $1.1M
HighTower Advisors, LLC 0.00% Add +4.8% 31,109 $1.1M
Brevan Howard Capital Management LP 0.03% New 31,064 $1.1M
Scotia Capital Inc. 0.01% New 30,898 $1.1M
Nomura Holdings Inc. 0.01% New 30,820 $1.1M
Total Clarity Wealth Management, Inc. 0.34% Reduce -9.6% 30,241 $1.0M
Fulton Bank, N.A. 0.04% Add +19.8% 30,222 $1.0M
HSBC Holdings PLC 0.00% Reduce -93.7% 29,535 $1.0M
Harbour Capital Advisors, LLC 0.22% Reduce -1.8% 26,725 $995K
Money Concepts Capital Corp. 0.07% Reduce -10.7% 28,627 $990K
IMC-Chicago, LLC 0.03% New 28,419 $983K
STRS Ohio 0.00% Reduce -44.6% 28,305 $979K
Greenwich Wealth Management LLC 0.07% Add +0.5% 28,216 $976K
Glenview Trust Co 0.02% Reduce -0.1% 27,392 $948K
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.9% 27,278 $944K
CIBC Private Wealth Group LLC 0.00% Add +5.2% 24,891 $939K
Solas Capital Management, LLC 0.62% Reduce -96.3% 26,818 $928K
Xponance LLC 0.01% Add +6.8% 26,612 $921K
State of Alaska, Department of Revenue 0.01% Reduce -1.1% 26,482 $916K
Ellsworth Advisors, LLC 0.23% Add +6.2% 25,553 $884K
Synovus Financial Corp. 0.01% Add +0.1% 25,107 $869K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +545.3% 23,113 $861K
Public Employees Retirement Association of Colorado 0.00% No change 24,015 $831K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +3299.0% 23,793 $823K
Corient Private Wealth LP 0.00% Add +15.8% 43,260 $818K
Harvest Fund Management Co., Ltd 0.04% New 23,617 $817K
Shell Asset Management Co. 0.04% Reduce -0.1% 23,553 $815K
Mercer Global Advisors Inc. 0.00% Add +17.4% 23,526 $814K
Oppenheimer Asset Management Inc. 0.01% Reduce -3.7% 22,955 $794K
Captrust Financial Advisors 0.00% Add +59.3% 22,500 $779K
Teacher Retirement System of Texas 0.00% Reduce -88.9% 22,421 $776K
Sterneck Capital Management, LLC 0.40% Reduce -16.0% 21,597 $747K
Verition Fund Management LLC 0.00% Reduce -37.7% 21,333 $738K
180 Wealth Advisors, LLC 0.12% No change 21,218 $734K
Atlas Capital Advisors Inc. 0.09% Add +646.3% 21,083 $729K
RBF Capital, LLC 0.04% No change 23,707 $707K
FORA Capital, LLC 0.08% New 20,367 $705K
Truist Financial Corp. 0.00% Add +8.9% 19,766 $684K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.6% 19,697 $682K
Focus Partners Wealth 0.00% New 19,328 $669K
XTX Topco Ltd 0.05% Add +31.3% 18,580 $643K
Avior Wealth Management, LLC 0.02% Reduce -8.5% 18,283 $633K
US Bancorp \de 0.00% Reduce -2.1% 17,930 $620K
Securian Asset Management, Inc. 0.02% Reduce -2.3% 17,559 $608K
Independent Financial Group, LLC 0.02% Add +1.7% 17,261 $597K
Savant Capital, LLC 0.00% New 17,191 $595K
Pathstone Holdings, LLC 0.00% Reduce -14.8% 16,994 $589K
Cetera Investment Advisers 0.00% Add +0.9% 16,131 $558K
Bleakley Financial Group, LLC 0.02% Reduce -4.1% 16,041 $555K
Wedmont Private Capital 0.03% Add +14.7% 15,014 $552K
Marshall Wace, LLP 0.00% New 15,787 $546K
United Services Automobile Association 0.02% No change 15,283 $529K
Tower Research Capital LLC (TRC) 0.01% Add +178.4% 14,918 $516K
Caxton Associates LP 0.02% New 14,226 $492K
one8zero8, LLC 0.11% — 14,222 $492K
Crossmark Global Holdings, Inc. 0.01% Add +0.3% 13,819 $478K
Equitable Holdings, Inc. 0.00% Add +56.4% 13,760 $476K
M&T Bank Corp 0.00% Add +6.3% 13,656 $472K
Sterling Capital Management LLC 0.01% Add +55.4% 13,480 $466K
Petrus Trust Company, LTA 0.04% New 13,411 $464K
1ST Source Bank 0.03% Reduce -0.2% 13,405 $464K
Silverberg Bernstein Capital Management LLC 0.40% Reduce -63.8% 13,050 $452K
Maryland State Retirement & Pension System 0.01% No change 12,986 $449K
Atria Investments, Inc 0.01% Reduce -17.1% 12,820 $444K
Utah Retirement Systems 0.00% No change 12,020 $416K
Axq Capital, LP 0.18% Reduce -73.7% 11,343 $392K
Pallas Capital Advisors LLC 0.02% Add +20.2% 11,317 $392K
SBI Securities Co., Ltd. 0.01% — 10,945 $379K
ProShare Advisors LLC 0.00% Add +7.8% 10,867 $376K
Allworth Financial LP 0.00% Add +57.1% 9,592 $373K
Sanctuary Advisors, LLC 0.00% Reduce -4.3% 9,853 $372K
Brown Advisory Inc. 0.00% Reduce -0.9% 10,663 $369K
Wilmington Savings Fund Society, FSB 0.01% Add +43.0% 10,650 $368K
Quantinno Capital Management LP 0.00% New 10,401 $360K
EP Wealth Advisors, LLC 0.00% Add +7.9% 10,351 $358K
Aspen Grove Capital, LLC 0.08% No change 10,335 $358K
Credit Agricole S A 0.00% No change 10,200 $353K
KBC Group NV 0.00% Add +57.5% 10,145 $351K
Transcend Capital Advisors, LLC 0.03% No change 10,121 $350K
Twin Focus Capital Partners, LLC 0.05% Reduce -16.7% 10,000 $346K
Cynosure Group, LLC 0.05% Reduce -0.1% 9,998 $346K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.18% New 10,000 $345K
Ethic Inc. 0.01% Reduce -16.3% 9,732 $337K
Weiss Asset Management LP 0.01% New 9,684 $335K
Merit Financial Group, LLC 0.01% New 9,458 $327K
O'shaughnessy Asset Management, LLC 0.00% New 9,403 $325K
Janney Montgomery Scott LLC 0.00% Reduce -0.2% 9,355 $324K
Financial Counselors Inc. 0.00% New 9,351 $324K
Red Door Wealth Management, LLC 0.05% Add +0.7% 9,287 $321K
Shelton Capital Management 0.01% No change 9,224 $319K
Great Lakes Advisors, LLC 0.00% Reduce -98.1% 9,005 $312K
Frank, Rimerman Advisors LLC 0.02% No change 8,943 $309K
Greenleaf Trust 0.00% New 8,558 $296K
Oppenheimer & Co. Inc. 0.00% New 8,506 $294K
Jag Capital Management, LLC 0.04% Reduce -11.7% 8,461 $293K
Engineers Gate Manager LP 0.01% Reduce -84.8% 8,400 $291K
denkapparat Operations GmbH 0.43% — 8,376 $290K
Avantax Advisory Services, Inc. 0.00% New 8,110 $281K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% New 8,100 $280K
Mgo One Seven LLC 0.01% New 8,022 $278K
Storebrand Asset Management As 0.00% No change 7,984 $276K
Dorsey & Whitney Trust CO LLC 0.01% New 7,847 $272K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 7,533 $264K
Benjamin Edwards Inc. 0.00% New 7,627 $264K
Baird Financial Group, Inc. 0.00% New 7,581 $262K
Kestra Advisory Services, LLC 0.00% New 7,528 $260K
Graham Capital Management, L.P. 0.01% New 7,499 $259K
Coldstream Capital Management Inc. 0.01% New 7,478 $259K
Cohen Capital Management, Inc. 0.04% New 7,406 $256K
Schonfeld Strategic Advisors LLC 0.00% Reduce -83.8% 7,400 $256K
Fifth Third Wealth Advisors LLC 0.01% New 7,374 $255K
Chicago Partners Investment Group LLC 0.01% New 6,737 $254K
Anb Bank 0.11% — 7,330 $254K
Cottonwood Capital Advisors, LLC 0.18% New 7,194 $249K
Castlekeep Investment Advisors LLC 0.17% New 7,194 $249K
Forum Financial Management, LP 0.00% New 7,115 $246K
CIBC Asset Management Inc 0.00% New 7,056 $244K
Fidelity D & D Bancorp Inc. 0.16% New 7,011 $243K
Integrated Wealth Concepts LLC 0.00% New 6,932 $240K
Cresset Asset Management, LLC 0.00% Reduce -37.2% 6,829 $236K
Empowered Funds, LLC 0.00% New 6,809 $236K
Lido Advisors, LLC 0.00% New 6,757 $234K
Cibc World Market Inc. 0.00% New 6,707 $232K
Tiaa Trust, National Association 0.00% New 6,675 $231K
Orion Porfolio Solutions, LLC 0.00% New 6,261 $217K
Orion Portfolio Solutions, LLC 0.00% New 6,261 $217K
Praxis Investment Management Inc. 0.01% New 6,150 $213K
ARS Investment Partners, LLC 0.02% New 5,907 $204K
Fox Run Management, L.L.C. 0.04% New 5,863 $203K
&partners 0.00% New 5,445 $202K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.7% 5,154 $178K
Jones Financial Companies LLLP 0.00% Add +26.2% 5,134 $178K
Nomura Asset Management Co. Ltd. 0.00% No change 4,700 $163K
Parallel Advisors, LLC 0.00% Add +16.8% 3,513 $122K
AdvisorNet Financial, Inc 0.01% Add +4.0% 3,206 $111K
Rothschild Investment LLC 0.01% Reduce -0.8% 3,190 $110K
Trust Co. of Vermont 0.01% Reduce -10.3% 3,153 $109K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +983.3% 3,109 $108K
GAMMA Investing LLC 0.01% Add +24.0% 2,999 $104K
Blue Trust, Inc. 0.00% Reduce -31.3% 2,976 $103K
Bessemer Group Inc. 0.00% Add +9.4% 2,881 $99K
Whittier Trust Co. 0.00% Add +0.1% 2,781 $96K
TD Private Client Wealth LLC 0.00% Add +33850.0% 2,716 $94K
IFP Advisors, Inc 0.00% Add +56.4% 2,457 $85K
Federation des caisses Desjardins du Quebec 0.00% Reduce -12.4% 2,445 $85K
GeoWealth Management, LLC 0.00% New 2,439 $84K
Twin Tree Management, LP 0.00% Reduce -98.1% 2,361 $82K
MAI Capital Management 0.00% New 2,344 $81K
Fifth Third Bancorp 0.00% Add +27.5% 2,299 $80K
Brown Brothers Harriman & Co. 0.00% Add +19.6% 2,259 $78K
Anderson Financial Strategies, LLC 0.05% — 2,173 $75K
NewEdge Advisors, LLC 0.00% Add +92.8% 2,047 $71K
UMB Bank, n.a. 0.00% Add +27.1% 1,916 $66K
AlphaQuest LLC 0.01% Add +147.3% 1,877 $65K
Arax Advisory Partners 0.00% Reduce -2.9% 1,831 $63K
Signaturefd, LLC 0.00% Reduce -9.3% 1,798 $62K
Lee Danner & Bass Inc. 0.00% New 1,746 $60K
Huntington National Bank 0.00% Add +3.4% 1,591 $55K
HM Payson & Co. 0.00% No change 1,521 $53K
Sandy Spring Bank 0.00% Add +41.2% 1,514 $52K
TD Waterhouse Canada Inc. 0.00% Add +5.1% 1,448 $50K
Smithfield Trust Co 0.00% No change 1,441 $50K
TFC Financial Management, Inc. 0.01% No change 1,374 $48K
Northwestern Mutual Wealth Management Co. 0.00% Add +14.7% 1,350 $47K
Raleigh Capital Management Inc. 0.02% Reduce -5.9% 1,345 $47K
Montag A & Associates Inc. 0.00% Reduce -9.2% 1,311 $45K
Clearstead Advisors, LLC 0.00% Reduce -65.2% 1,244 $43K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -14.5% 1,210 $42K
EverSource Wealth Advisors, LLC 0.00% Add +35.9% 1,124 $39K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,013 $38K
Picton Mahoney Asset Management 0.00% New 1,105 $38K
Quent Capital, LLC 0.00% Add +10.7% 1,058 $37K
Piscataqua Savings Bank 0.03% No change 1,043 $36K
Broadwater Capital Management LLC 0.03% No change 1,037 $36K
Rise Advisors, LLC 0.02% No change 1,029 $36K
Millstone Evans Group, LLC 0.02% — 1,021 $35K
Geneos Wealth Management Inc. 0.00% Reduce -5.5% 1,021 $35K
NFSG Corp 0.01% Add +0.4% 984 $34K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.1% 945 $33K
Deseret Mutual Benefit Administrators 0.02% Reduce -6.1% 928 $32K
Caldwell Sutter Capital, Inc. 0.01% Add +11.3% 919 $32K
Investors Research Corp 0.01% Reduce -3.4% 919 $32K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 874 $30K
True Wealth Design, LLC 0.01% Add +150.6% 872 $30K
Venturi Wealth Management, LLC 0.00% No change 863 $30K
Quadrant Capital Group LLC 0.00% Add +17.9% 844 $29K
Fortis Group Advisors, LLC 0.01% No change 800 $28K
Grove Bank & Trust 0.00% No change 800 $28K
Farther Finance Advisors, LLC 0.00% Reduce -3.2% 792 $27K
Lindbrook Capital, LLC 0.00% Reduce -15.9% 789 $27K
Spire Wealth Management 0.00% Reduce -4.5% 777 $27K
Advisors Asset Management, Inc. 0.00% Add +23.6% 770 $27K
Larson Financial Group LLC 0.00% Add +5.1% 758 $26K
William B. Walkup & Associates, Inc. 0.02% No change 754 $26K
Cape Investment Advisory, Inc. 0.01% No change 746 $26K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2.9% 710 $25K
Hantz Financial Services, Inc. 0.00% Add +25.7% 684 $24K
CI Investments Inc. 0.00% Add +83.9% 686 $24K
Parkside Financial Bank & Trust 0.00% Add +0.4% 688 $24K
CENTRAL TRUST Co 0.00% Add +85.8% 682 $24K
Tompkins Financial Corp. 0.00% No change 661 $23K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +7.4% 596 $23K
Eastern Bank 0.00% No change 653 $23K
Global Retirement Partners, LLC 0.00% Reduce -17.0% 636 $22K
DekaBank Deutsche Girozentrale 0.00% No change 642 $22K
Sugarloaf Wealth Management, LLC 0.00% No change 634 $22K
GPS Wealth Strategies Group, LLC 0.00% No change 633 $22K
Addison Advisors LLC 0.01% Reduce -19.8% 613 $21K
Toth Financial Advisory Corp. 0.00% No change 600 $21K
Asset Dedication, LLC 0.00% Reduce -47.1% 560 $19K
NBT Bank, N.A. 0.00% No change 551 $19K
DT Investment Partners, LLC 0.00% No change 540 $19K
PFS Partners, LLC 0.01% No change 535 $19K
LRI Investments, LLC 0.00% No change 524 $18K
Brooklyn Investment Group 0.01% Reduce -2.8% 521 $18K
Country Trust Bank 0.00% No change 521 $18K
Estabrook Capital Management 0.00% No change 514 $18K
Olistico Wealth, LLC 0.01% Reduce -1.0% 511 $18K
Farmers & Merchants Investments Inc. 0.00% Add +380.0% 504 $17K
Private Trust Co. NA 0.00% Reduce -6.3% 491 $17K
Webster Bank, N. A. 0.00% Reduce -0.8% 482 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Add +62.6% 478 $17K
Tortoise Investment Management, LLC 0.00% Add +1.5% 465 $16K
Hemington Wealth Management 0.00% Add +17.0% 469 $16K
Private Wealth Management Group, LLC 0.01% Add +33.0% 459 $16K
Colonial Trust Co / SC 0.00% Reduce -48.4% 455 $16K
Stonebridge Financial Group, LLC 0.00% — 446 $15K
WPG Advisers, LLC 0.01% — 438 $15K
Smartleaf Asset Management LLC 0.00% Reduce -1.8% 436 $15K
Knott David M Jr 0.01% No change 428 $15K
Indiana Trust & Investment Management Co 0.01% No change 423 $15K
Delos Wealth Advisors, LLC 0.01% No change 420 $15K
Atwood & Palmer Inc. 0.00% No change 400 $14K
Aventura Private Wealth, LLC 0.01% — 399 $14K
Hilltop National Bank 0.00% No change 390 $13K
Bokf, NA 0.00% Reduce -18.2% 360 $13K
Hartford Financial Management Inc. 0.00% Add +0.5% 380 $13K
Mather Group, Llc. 0.00% No change 372 $13K
Concourse Financial Group Securities, Inc. 0.00% Reduce -76.1% 326 $13K
St Germain D J Co. Inc. 0.00% No change 359 $12K
Armstrong Advisory Group, Inc. 0.00% No change 358 $12K
Barrett & Company, Inc. 0.01% Reduce -14.0% 344 $12K
Fortitude Family Office, LLC 0.00% Add +0.6% 338 $12K
Van Hulzen Asset Management, LLC 0.00% New 334 $12K
Key Financial Inc 0.00% Reduce -22.6% 325 $11K
Plante Moran Financial Advisors, LLC 0.00% Reduce -38.4% 324 $11K
Harbour Investments, Inc. 0.00% No change 319 $11K
Valley National Advisers Inc. 0.00% No change 338 $11K
Bell Investment Advisors, Inc 0.00% No change 308 $11K
Harbor Investment Advisory, LLC 0.00% No change 303 $10K
Iat Reinsurance Co. LTD. 0.00% No change 300 $10K
Field & Main Bank 0.00% No change 300 $10K
Asset Planning,Inc 0.01% — 299 $10K
Twin Lakes Capital Management, LLC 0.01% No change 296 $10K
Evelyn Partners Investment Management LLP 0.00% — 288 $10K
Principal Securities, Inc. 0.00% Reduce -16.0% 283 $10K
S&T Bank 0.00% New 276 $10K
Banque Transatlantique SA 0.00% — 273 $9K
Painted Porch Advisors LLC 0.00% No change 271 $9K
Retirement Wealth Solutions LLC 0.01% — 246 $9K
Coston, McIsaac & Partners 0.00% Reduce -37.4% 273 $9K
North Star Investment Management Corp. 0.00% Reduce -7.6% 255 $9K
SOA Wealth Advisors, LLC. 0.00% Reduce -7.1% 250 $9K
Sound Income Strategies, LLC 0.00% No change 250 $9K
ESL Trust Services, LLC 0.00% New 248 $9K
Duncker Streett & Co. Inc. 0.00% No change 248 $9K
FSC Wealth Advisors, LLC 0.01% Add +515.0% 246 $9K
Nemes Rush Group LLC 0.00% No change 244 $8K
Manchester Capital Management LLC 0.00% No change 240 $8K
Financial Avengers, Inc. 0.00% No change 229 $8K
Exchange Traded Concepts, LLC 0.00% New 226 $8K
POM Investment Strategies, LLC 0.01% Add +80.5% 222 $8K
CoreCap Advisors, LLC 0.00% Add +20.1% 221 $8K
Semmax Financial Advisors Inc. 0.00% No change 184 $8K
GHP Investment Advisors, Inc. 0.00% Reduce -8.0% 220 $8K
Archer Investment Corp 0.00% Reduce -15.4% 219 $8K
1620 Investment Advisors, Inc. 0.01% Reduce -15.5% 218 $8K
Sachetta, LLC 0.00% No change 218 $8K
AllSquare Wealth Management LLC 0.00% No change 216 $7K
Cranbrook Wealth Management, LLC 0.00% No change 216 $7K
Center for Financial Planning, Inc. 0.00% No change 215 $7K
Pinnacle Bancorp, Inc. 0.00% No change 213 $7K
Glen Eagle Advisors, LLC 0.00% No change 213 $7K
Global Financial Private Client, LLC 0.00% Add +5.5% 211 $7K
Mb, Levis & Associates, LLC 0.00% No change 210 $7K
Platinum Investment Management Ltd. 0.00% No change 205 $7K
CKW Financial Group 0.00% Reduce -24.6% 215 $7K
Compagnie Lombard Odier SCmA 0.00% Reduce -66.7% 200 $7K
Clark Wealth Partners 0.01% — 200 $7K
Chelsea Counsel Co. 0.00% No change 200 $7K
Vermillion Wealth Management, Inc. 0.00% — 200 $7K
Raiffeisen Bank International AG 0.00% — 200 $7K
ORG Partners LLC 0.00% Add +61.0% 198 $7K
Hexagon Capital Partners LLC 0.00% Reduce -47.8% 191 $7K
Oakworth Capital, Inc. 0.00% Reduce -27.9% 191 $7K
BNP Paribas 0.00% Add +42.4% 188 $6K
TruNorth Capital Management, LLC 0.00% Reduce -7.5% 184 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -12.0% 183 $6K
Kelly Lawrence W & Associates Inc. 0.00% Reduce -46.9% 181 $6K
FSA Wealth Management LLC 0.00% No change 180 $6K
First United Bank & Trust 0.00% No change 180 $6K
Coppell Advisory Solutions LLC 0.00% Add +205.1% 180 $6K
Concord Wealth Partners 0.00% No change 177 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 193 $6K
Hanson & Doremus Investment Management 0.00% New 168 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 172 $6K
Sittner & Nelson, LLC 0.00% Add +9.0% 169 $6K
Hopwood Financial Services, Inc. 0.00% — 168 $6K
Teachers Insurance & Annuity Association of America 0.01% No change 167 $6K
SouthState Bank Corp 0.00% No change 166 $6K
Laurel Wealth Advisors LLC 0.00% No change 164 $6K
MCF Advisors LLC 0.00% No change 163 $6K
Financial Freedom, LLC 0.00% No change 161 $6K
SRH Advisors, LLC 0.00% No change 160 $6K
Godsey & Gibb, Inc. 0.00% No change 157 $5K
MPWM Advisory Solutions, LLC 0.00% — 157 $5K
Beacon Capital Management, LLC 0.00% No change 156 $5K
Silicon Valley Capital Partners 0.00% Add +102.6% 154 $5K
Pflug Koory, LLC 0.00% Reduce -6.4% 146 $5K
Ransom Advisory, Ltd 0.00% Reduce -14.7% 145 $5K
Clearstead Trust, LLC 0.00% No change 145 $5K
Assetmark, Inc. 0.00% Add +98.6% 143 $5K
Darwin Wealth Management, LLC 0.00% No change 141 $5K
BankPlus Trust Department 0.00% — 134 $5K
Creative Financial Designs Inc. 0.00% Add +180.4% 129 $4K
BOK Financial Private Wealth, Inc. 0.00% Reduce -44.0% 127 $4K
Blue Bell Private Wealth Management, LLC 0.00% No change 126 $4K
Avalon Trust Co 0.00% No change 125 $4K
Tucker Asset Management LLC 0.00% Add +0.8% 124 $4K
Sunbelt Securities, Inc. 0.00% No change 123 $4K
Hollencrest Capital Management 0.00% No change 122 $4K
Spurstone Advisory Services, LLC 0.08% — 120 $4K
Boyd Watterson Asset Management LLC 0.00% No change 117 $4K
Hall Laurie J Trustee 0.00% No change 101 $4K
Kiely Wealth Advisory Group, Inc. 0.00% No change 95 $4K
Salem Investment Counselors Inc. 0.00% Reduce -15.3% 111 $4K
Golden State Wealth Management, LLC 0.00% — 110 $4K
Crowley Wealth Management, Inc. 0.00% — 110 $4K
Holos Integrated Wealth LLC 0.00% — 107 $4K
Princeton Global Asset Management LLC 0.00% No change 106 $4K
Logan Capital Management Inc. 0.00% Reduce -75.3% 106 $4K
American National Bank & Trust 0.00% Add +62.5% 104 $4K
Delta Asset Management LLC 0.00% Reduce -20.0% 104 $4K
Creekmur Asset Management LLC 0.00% No change 103 $4K
Continuum Advisory, LLC 0.00% No change 103 $4K
Colonial Trust Advisors 0.00% No change 102 $4K
Decker Retirement Planning Inc. 0.00% — 100 $3K
Anchor Investment Management, LLC 0.00% No change 99 $3K
Groupe la Francaise 0.00% — 40 $3K
WASHINGTON TRUST Co 0.00% Reduce -27.9% 98 $3K
Kozak & Associates, Inc. 0.00% No change 86 $3K
Pinney & Scofield, Inc. 0.00% — 92 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 91 $3K
Maryland Capital Advisors Inc. 0.00% No change 90 $3K
McIlrath & Eck, LLC 0.00% Reduce -4.3% 90 $3K
Bangor Savings Bank 0.00% No change 88 $3K
Versant Capital Management, Inc 0.00% Add +104.8% 86 $3K
Prestige Wealth Management Group LLC 0.00% No change 84 $3K
Truvestments Capital LLC 0.00% Add +9.5% 81 $3K
Cedar Mountain Advisors, LLC 0.00% No change 81 $3K
Curio Wealth, LLC 0.00% — 80 $3K
VSM Wealth Advisory, LLC 0.00% — 80 $3K
Financial Gravity Companies, Inc. 0.00% New 80 $3K
Zions Bancorporation, N.A. 0.00% Reduce -24.5% 80 $3K
Pinnacle Financial Partners Inc 0.00% No change 115 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 76 $3K
Abound Wealth Management 0.00% No change 74 $3K
CGC Financial Services, LLC 0.00% No change 73 $3K
Central Pacific Bank - Trust Division 0.00% No change 73 $3K
Motco 0.00% New 72 $2K
Aviso Financial Inc. 0.00% Reduce -21.7% 72 $2K
First Command Advisory Services, Inc. 0.00% Reduce -63.8% 71 $2K
Hoese & Co LLP 0.00% New 71 $2K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.00% — 70 $2K
Aspect Partners, LLC 0.00% No change 70 $2K
Medallion Wealth Advisors, LLC 0.00% — 69 $2K
City State Bank 0.00% New 68 $2K
Salomon & Ludwin, LLC 0.00% Reduce -28.3% 66 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 65 $2K
Park Square Financial Group, LLC 0.00% — 63 $2K
Carolinas Wealth Consulting LLC 0.00% No change 63 $2K
Richardson Financial Services Inc. 0.00% No change 61 $2K
SJS Investment Consulting Inc. 0.00% Reduce -11.8% 60 $2K
WealthCollab, LLC 0.00% No change 60 $2K
Strategic Investment Solutions, Inc. 0.00% No change 60 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% — 58 $2K
Raelipskie Partnership 0.00% No change 58 $2K
Centerpoint Advisors, LLC 0.00% No change 51 $2K
PrairieView Partners, LLC 0.00% No change 80 $2K
Fairfield Financial Advisors, LTD 0.00% No change 57 $2K
Beaird Harris Wealth Management, LLC 0.00% Reduce -53.7% 56 $2K
Lavaca Capital LLC 0.00% New 55 $2K
Clarity Asset Management, Inc. 0.00% No change 52 $2K
Frazier Financial Advisors, LLC 0.00% No change 50 $2K
Graney & King, LLC 0.00% — 48 $2K
Heritage Wealth Advisors 0.00% No change 48 $2K
Optimum Investment Advisors 0.00% No change 46 $2K
First Horizon Advisors, Inc. 0.00% No change 46 $2K
Sanctuary Wealth Management, L.L.C. 0.00% Add +25.0% 45 $2K
Bank & Trust Co 0.00% No change 44 $2K
Pineridge Advisors LLC 0.00% No change 44 $2K
MV Capital Management, Inc. 0.00% No change 43 $1K
IFS Advisors, LLC 0.00% No change 42 $1K
Financial Network Wealth Advisors LLC 0.00% No change 40 $1K
Lam Group, Inc. 0.00% No change 40 $1K
Flagship Wealth Advisors, LLC 0.00% — 40 $1K
SWAN Capital LLC 0.00% No change 40 $1K
Main Street Group, LTD 0.00% No change 40 $1K
Kimelman & Baird, LLC 0.00% No change 40 $1K
Financial Management Professionals, Inc. 0.00% Add +14.7% 39 $1K
Elevation Wealth Partners, LLC 0.00% No change 37 $1K
Whipplewood Advisors, LLC 0.00% — 35 $1K
Modus Advisors, LLC 0.00% New 35 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 34 $1K
Peoples Financial Services Corp. 0.00% Reduce -82.0% 33 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.1% 31 $1K
Johnson Financial Group, Inc. 0.00% No change 27 $1K
Red Tortoise LLC 0.00% No change 29 $1K
Cullen/Frost Bankers, Inc. 0.00% New 29 $1K
Pin Oak Investment Advisors Inc. 0.00% No change 27 $1K
Horrell Capital Management, Inc. 0.00% No change 27 $1K
Tsfg, LLC 0.00% No change 28 $1K
Capital Advisors, Ltd. LLC 0.00% No change 33 $1K
Capital Analysts, LLC 0.00% No change 27 $1K
FPC Investment Advisory, Inc. 0.00% No change 24 $912
Bogart Wealth, LLC 0.00% No change 26 $900
Caldwell Trust Co 0.00% No change 25 $865
South Plains Financial, Inc. 0.00% — 25 $864
Hoey Investments, Inc. 0.00% Reduce -36.8% 24 $831
Signature Resources Capital Management, LLC 0.00% No change 24 $830
Brown, Lisle/Cummings, Inc. 0.00% Reduce -38.5% 24 $830
Kohmann Bosshard Financial Services, LLC 0.00% New 23 $796
Mascoma Wealth Management LLC 0.00% No change 21 $727
Crewe Advisors LLC 0.00% No change 21 $727
Islay Capital Management, LLC 0.00% No change 20 $692
Fourth Dimension Wealth, LLC 0.00% — 20 $692
Ridgewood Investments LLC 0.00% No change 20 $692
Old Second National Bank of Aurora 0.00% Reduce -50.0% 20 $692
Ruedi Wealth Management, Inc. 0.00% No change 20 $692
Valley Wealth Managers, Inc. 0.00% No change 20 $692
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $692
Chilton Capital Management LLC 0.00% New 20 $692
City Holding Co. 0.00% No change 20 $691
Albion Financial Group 0.00% No change 19 $658
New England Capital Financial Advisors LLC 0.00% No change 18 $623
JNBA Financial Advisors 0.00% No change 17 $589
Pacific Center for Financial Services 0.00% No change 16 $554
Human Investing LLC 0.00% New 16 $554
Boit C F David 0.00% No change 16 $553
Bruce G. Allen Investments, LLC 0.00% No change 15 $519
Richards, Merrill & Peterson, Inc. 0.00% — 15 $519
Birchbrook, Inc. 0.00% Add +75.0% 14 $485
Family CFO Inc 0.00% No change 14 $484
ROSS\JOHNSON & Associates LLC 0.01% — 13 $450
Putney Financial Group LLC 0.00% — 13 $450
DHJJ Financial Advisors, Ltd. 0.00% No change 13 $450
Atticus Wealth Management, LLC 0.00% No change 12 $416
Sugar Maple Asset Management, LLC 0.00% New 12 $415
Wolff Wiese Magana LLC 0.00% No change 11 $381
Northwest Capital Management Inc 0.00% No change 11 $381
Wells Financial Advisors INC 0.00% No change 10 $346
Riggs Asset Managment Co. Inc. 0.00% No change 10 $346
Tradewinds Capital Management, LLC 0.00% Add +900.0% 10 $346
Global Wealth Strategies & Associates 0.00% No change 10 $346
Ramirez Asset Management, Inc. 0.00% No change 10 $346
WR Wealth Planners, LLC 0.00% Reduce -98.0% 10 $346
Community Bank, N.A. 0.00% No change 10 $345
MidAtlantic Capital Management, Inc. 0.00% No change 9 $311
GoalVest Advisory LLC 0.00% No change 9 $311
Centennial Bank 0.00% No change 9 $311
REAP Financial Group, LLC 0.00% No change 9 $311
Financial Perspectives, Inc 0.00% No change 8 $277
Transce3nd, LLC 0.00% — 8 $277
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 6 $208
Parkworth Wealth Management, Inc. 0.00% — 6 $208
Cordant, Inc. 0.00% No change 6 $208
Robinswood Financial LLC 0.00% No change 6 $207
Caitong International Asset Management Co., Ltd 0.00% — 5 $173
Mark Sheptoff Financial Planning, LLC 0.00% No change 5 $173
Global Trust Asset Management, LLC 0.00% No change 5 $173
PSI Advisors, LLC 0.00% No change 5 $173
Mechanics Financial Corp 0.00% No change 5 $173
WealthTrak Capital Management LLC 0.00% — 5 $173
Kestra Investment Management, LLC 0.00% New 5 $173
Peoples Bank 0.00% No change 5 $172
Physician Wealth Advisors, Inc. 0.00% New 4 $139
Fairscale Capital, LLC 0.00% No change 3 $104
Comprehensive Financial Planning, Inc. 0.00% — 3 $104
Accredited Wealth Management, LLC 0.00% — 3 $104
Raffa Wealth Management, LLC 0.00% No change 3 $104
Your Advocates Ltd., LLP 0.00% No change 3 $104
Synergy Investment Management, LLC 0.00% — 3 $104
Financial Life Planners 0.00% — 2 $83
Cornerstone Planning Group LLC 0.00% No change 2 $76
West Branch Capital LLC 0.00% No change 2 $70
HHM Wealth Advisors, LLC 0.00% No change 2 $70
Capital A Wealth Management, LLC 0.00% — 2 $69
Eukles Asset Management 0.00% No change 2 $69
Park Place Capital Corp 0.00% No change 2 $69
Caitlin John, LLC 0.00% No change 2 $69
First Financial Corp. 0.00% New 1 $35
Westside Investment Management, Inc. 0.00% Reduce -85.7% 1 $35
Burkett Financial Services, LLC 0.00% No change 1 $35
Creative Capital Management Investments LLC 0.00% New 1 $35
Resources Management Corp. /CT/ 0.00% No change 3 $0
Roble, Belko & Company, Inc 0.00% New 5 $0
JTC Employer Solutions Trustee Ltd 0.00% No change 31 $0
Strengthening Families & Communities, LLC 0.00% No change 7 $0
Wood Tarver Financial Group, LLC 0.00% — 13 $0

"% of holder's portfolio" is KD's weight in each manager's 13F, not the share of Kyndryl Holdings Inc. the manager owns.