Kyndryl HoldingsKD

13F holders, Q1 2025 (March 31)
703holders +6
87new positions
84sold out
9famous investors
$31.41avg. 13F price*

At the end of Q1 2025, 703 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, up 6 from Q4 2024. 87 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($850.1M), FMR LLC ($782.8M) and BlackRock, Inc. ($694.4M). 9 famous investors held it, including David Einhorn (6.6% of Greenlight Capital (DME Capital Management)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions87$62.2M
Exits84$58.0M

All 13F filers, Q4 2024 → Q1 2025: 22,771,717 shares bought and 18,813,658 shares sold, net +3,958,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 703 holders

Vanguard Group Inc. 0.02% Reduce -2.9% 27,071,883 $850.1M
FMR LLC 0.05% Add +100.9% 24,929,090 $782.8M
BlackRock, Inc. 0.01% Reduce -0.2% 22,114,714 $694.4M
Neuberger Berman Group LLC 0.34% Add +11.7% 12,724,952 $400.7M
State Street Corp. 0.01% Add +2.1% 7,550,352 $237.1M
Dimensional Fund Advisors LP 0.03% Reduce -11.7% 4,291,501 $134.8M
Greenlight Capital (DME Capital Management) 6.58% Add +9.9% 4,135,207 $129.8M
Geode Capital Management, LLC 0.01% Add +5.2% 4,073,573 $127.9M
Arrowstreet Capital, Limited Partnership 0.10% Add +3.2% 3,800,339 $119.3M
GMT Capital Corp 6.15% Add +24.2% 3,691,860 $115.9M
Westfield Capital Management Co. LP 0.44% Reduce -36.8% 2,911,964 $91.4M
Morgan Stanley 0.01% Reduce -16.1% 2,640,929 $82.9M
Zimmer Partners, LP 1.50% Add +4.5% 2,347,641 $73.7M
Allspring Global Investments Holdings, LLC 0.12% Reduce -15.1% 2,174,989 $69.9M
Cortland Associates Inc. 8.04% Add +0.4% 2,131,738 $66.9M
Northern Trust Corp. 0.01% Reduce -0.7% 2,078,533 $65.3M
Invesco Ltd. 0.01% Reduce -11.4% 2,078,196 $65.3M
Bank of New York Mellon Corp 0.01% Add +1.7% 1,883,002 $59.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.2% 1,813,350 $56.9M
Maple Rock Capital Partners Inc. 3.77% Add +117.9% 1,643,038 $51.6M
Royce & Associates LP 0.53% Reduce -33.4% 1,553,478 $48.8M
AQR Capital Management 0.04% Reduce -19.5% 1,407,313 $42.8M
Bank of America Corp. 0.00% Add +46.7% 1,267,265 $39.8M
Adage Capital Partners Gp, L.L.C. 0.07% Add +5.4% 1,265,000 $39.7M
Deutsche Bank AG 0.01% Reduce -44.2% 1,198,681 $37.6M
Qube Research & Technologies Ltd 0.05% Reduce -1.9% 1,072,246 $33.7M
Nuveen, LLC 0.01% — 970,258 $30.5M
Douglas Lane & Associates, LLC 0.44% Reduce -4.0% 959,796 $30.1M
Arnhold LLC 2.68% Reduce -4.7% 845,815 $26.6M
Cinctive Capital Management LP 1.97% Add +65.9% 786,112 $24.7M
J. Goldman & Co LP 0.86% Add +117.1% 772,078 $24.2M
Russell Investments Group, Ltd. 0.03% Reduce -29.7% 740,640 $23.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +1.6% 733,068 $23.0M
GW&K Investment Management, LLC 0.21% Reduce -3.6% 727,788 $22.9M
MetLife Investment Management, LLC 0.12% Add +444.1% 711,965 $22.4M
Connor, Clark & Lunn Investment Management Ltd. 0.10% Add +4.7% 699,661 $22.0M
UBS Group AG 0.00% Reduce -0.5% 699,499 $22.0M
Allianz Asset Management GmbH 0.03% Reduce -3.1% 697,331 $21.9M
Engle Capital Management, L.P. 8.49% Reduce -33.0% 650,000 $20.4M
Rhumbline Advisers 0.02% Add +0.5% 624,102 $19.6M
Renaissance Technologies 0.03% Reduce -55.8% 619,367 $19.4M
American Century Companies Inc. 0.01% Add +64.6% 613,246 $19.3M
JPMorgan Chase & Co. 0.00% Add +8.4% 578,094 $18.2M
Comerica Bank 0.08% Reduce -32.3% 577,110 $18.1M
Principal Financial Group Inc. 0.01% Add +0.5% 535,085 $16.8M
Legal & General Group Plc 0.00% Add +3.7% 531,450 $16.7M
Penn Capital Management Company, LLC 1.61% Reduce -2.1% 523,531 $16.5M
Nordea Investment Management AB 0.02% Add +3.8% 519,955 $16.0M
Tidal Investments LLC 0.13% Reduce -0.4% 471,081 $14.8M
New York State Common Retirement Fund 0.02% Reduce -14.2% 457,025 $14.4M
Swiss National Bank 0.01% Reduce -1.0% 450,000 $14.1M
Prudential Financial Inc. 0.02% Reduce -13.8% 444,058 $13.9M
Norges Bank 0.00% No change 413,948 $13.0M
Rockefeller Capital Management L.P. 0.03% Add +5.1% 408,984 $12.8M
Twinbeech Capital LP 0.22% New 393,371 $12.4M
Vident Advisory, LLC 0.18% Add +133.2% 386,399 $12.1M
Loomis Sayles & Co. L P 0.02% Add +0.2% 380,433 $11.9M
Ancora Advisors LLC 0.26% Reduce -28.3% 366,031 $11.5M
Goldman Sachs Group Inc. 0.00% Reduce -47.3% 363,071 $11.4M
Raymond James Financial Inc. 0.00% Add +10.6% 363,043 $11.4M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -82.5% 362,055 $11.4M
Ameriprise Financial Inc. 0.00% Reduce -78.7% 357,363 $11.2M
California Public Employees Retirement System 0.01% Add +3.6% 352,493 $11.1M
D. E. Shaw & Co. 0.01% Reduce -74.8% 336,142 $10.6M
Thrivent Financial for Lutherans 0.02% Add +19.5% 328,423 $10.3M
Mediolanum International Funds Ltd 0.14% Reduce -33.3% 326,435 $10.2M
Gotham Asset Management 0.08% Add +58.8% 322,208 $10.1M
First Trust Advisors LP 0.01% Reduce -5.3% 314,397 $9.9M
Trexquant Investment LP 0.11% Reduce -43.3% 310,469 $9.7M
Alliancebernstein L.P. 0.00% Reduce -1.4% 302,556 $9.5M
Phocas Financial Corp. 1.38% Reduce -22.9% 287,218 $9.0M
Jag Capital Management, LLC 1.20% Add +3273.7% 285,450 $9.0M
Retirement Systems of Alabama 0.03% Add +0.3% 283,218 $8.9M
Cookson Peirce & Co. Inc. 0.42% New 264,943 $8.3M
Corebridge Financial, Inc. 0.05% Reduce -2.2% 256,985 $8.1M
National Bank of Canada 0.01% Reduce -84.6% 251,891 $7.9M
Wells Fargo & Company 0.00% Add +8.9% 245,866 $7.7M
Mackenzie Financial Corp. 0.01% Reduce -49.5% 235,300 $7.4M
Braun Stacey Associates Inc. 0.29% New 227,535 $7.1M
Amundi 0.00% Add +1.1% 225,987 $7.0M
California State Teachers Retirement System 0.01% Add +2.0% 220,382 $6.9M
Castleark Management LLC 0.23% Add +5.8% 214,360 $6.7M
Danske Bank A/S 0.02% Add +227.0% 214,211 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.2% 212,802 $6.7M
State Board of Administration of Florida Retirement System 0.01% Add +0.3% 209,450 $6.6M
New York State Teachers Retirement System 0.02% No change 209,089 $6.6M
Jane Street Group, LLC 0.01% Add +383.3% 206,781 $6.5M
Prelude Capital Management, LLC 0.60% Add +15.6% 190,899 $6.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.4% 189,888 $6.0M
First Manhattan Co. Llc. 0.02% Add +35.0% 189,606 $6.0M
GAMCO Investors 0.06% Reduce -2.0% 186,715 $5.9M
OP Asset Management Ltd 0.10% — 185,615 $5.8M
T. Rowe Price Associates Inc. 0.00% Add +9.7% 173,272 $5.4M
STRS Ohio 0.02% Add +489.8% 166,932 $5.2M
Sei Investments Co. 0.01% Reduce -4.7% 163,925 $5.1M
Diversify Advisory Services, LLC 0.30% Add +0.4% 145,044 $4.7M
Townsquare Capital LLC 0.05% New 149,586 $4.7M
Royal Bank of Canada 0.00% Add +50.2% 148,178 $4.7M
Barclays PLC 0.00% Reduce -37.3% 145,322 $4.6M
Hilton Capital Management, LLC 0.38% Add +6.7% 142,760 $4.5M
Susquehanna International Group, LLP 0.01% Add +144.8% 142,191 $4.5M
Bastion Asset Management Inc. 2.27% Reduce -57.4% 129,009 $4.2M
State of Wisconsin Investment Board 0.01% Reduce -0.8% 131,729 $4.1M
Squarepoint Ops LLC 0.01% Add +42.4% 131,729 $4.1M
BNP Paribas Financial Markets 0.00% Add +69.0% 129,208 $4.1M
LPL Financial LLC 0.00% Add +28.6% 127,987 $4.0M
Global IMC LLC 1.08% Reduce -14.2% 126,604 $4.0M
Informed Momentum Co LLC 0.67% Reduce -20.2% 124,107 $3.9M
Balyasny Asset Management L.P. 0.01% Add +175.0% 123,296 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -2.4% 119,763 $3.8M
Two Sigma Investments, LP 0.01% Reduce -43.4% 108,377 $3.4M
Amalgamated Bank 0.03% Reduce -3.2% 106,404 $3.3M
Janus Henderson Group PLC 0.00% No change 105,732 $3.3M
Oliver Luxxe Assets LLC 0.61% New 105,131 $3.3M
Treasurer of the State of North Carolina 0.01% Add +4.1% 104,022 $3.3M
Sky Investment Group LLC 0.61% Add +17.0% 103,350 $3.2M
Nisa Investment Advisors, LLC 0.02% Reduce -9.0% 101,540 $3.2M
Ieq Capital, LLC 0.03% Reduce -1.3% 99,949 $3.1M
Engineers Gate Manager LP 0.05% Add +1071.8% 98,429 $3.1M
Franklin Resources Inc. 0.00% Reduce -13.3% 97,025 $3.0M
State of Tennessee, Department of Treasury 0.01% No change 92,691 $2.9M
Harbor Capital Advisors, Inc. 0.13% Add +14.7% 91,966 $2.9M
Ensign Peak Advisors, Inc 0.01% No change 89,200 $2.8M
Simplex Trading, LLC 0.09% New 85,013 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -2.2% 84,615 $2.7M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.8% 82,318 $2.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -11.4% 81,142 $2.5M
Triasima Portfolio Management inc. 0.50% New 80,900 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -12.6% 75,378 $2.4M
TCTC Holdings, LLC 0.08% Reduce -0.1% 75,279 $2.4M
IMC-Chicago, LLC 0.09% Add +158.1% 73,351 $2.3M
Envestnet Asset Management Inc. 0.00% Add +50.0% 73,096 $2.3M
Stifel Financial Corp. 0.00% Reduce -19.5% 72,610 $2.3M
Voya Investment Management LLC 0.00% Add +56.2% 71,664 $2.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.39% No change 67,000 $2.1M
Intech Investment Management LLC 0.02% Add +0.5% 66,751 $2.1M
Arizona State Retirement System 0.01% Reduce -0.7% 66,625 $2.1M
Louisiana State Employees Retirement System 0.04% Add +1.1% 65,200 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% No change 64,255 $2.0M
Citigroup Inc. 0.00% Reduce -15.2% 63,684 $2.0M
Natixis Advisors, LLC 0.00% Add +17.9% 63,347 $2.0M
Cerity Partners LLC 0.00% Add +24.0% 63,157 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.7% 62,321 $2.0M
Gabelli Funds LLC 0.02% Reduce -4.6% 62,284 $2.0M
Handelsbanken Fonder AB 0.01% No change 59,500 $1.9M
Mariner, LLC 0.00% Add +15.6% 59,295 $1.9M
Westover Capital Advisors, LLC 0.40% Reduce -8.2% 56,708 $1.8M
State of Michigan Retirement System 0.01% Add +1.3% 55,734 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.4% 55,624 $1.7M
Two Sigma Advisers, LP 0.00% Reduce -39.0% 55,400 $1.7M
GWN Securities Inc. 0.10% New 41,596 $1.7M
Voleon Capital Management LP 0.13% Reduce -56.8% 54,289 $1.7M
Commerce Bank 0.01% Add +0.1% 54,119 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -47.3% 53,732 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.4% 53,043 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 51,738 $1.6M
Creative Planning 0.00% Add +6.1% 50,459 $1.6M
Lazard Asset Management LLC 0.00% Add +23.1% 50,244 $1.6M
Vestcor Inc 0.05% New 50,000 $1.6M
Federated Hermes, Inc. 0.00% Add +8.4% 48,330 $1.5M
New Mexico Educational Retirement Board 0.05% No change 47,589 $1.5M
Oregon Public Employees Retirement Fund 0.03% Add +0.1% 47,295 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.6% 45,784 $1.4M
Victory Capital Management Inc. 0.00% Add +4.4% 45,498 $1.4M
KLP Kapitalforvaltning As 0.01% Reduce -3.4% 45,200 $1.4M
Teacher Retirement System of Texas 0.01% Add +99.3% 44,689 $1.4M
Canada Pension Plan Investment Board 0.00% Reduce -71.4% 43,600 $1.4M
Bank of Montreal 0.00% Reduce -0.3% 43,233 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -27.9% 42,780 $1.3M
Clifford Swan Investment Counsel LLC 0.05% Reduce -57.5% 42,760 $1.3M
Cacti Asset Management LLC 0.10% Reduce -5.3% 42,760 $1.3M
Edgestream Partners, L.P. 0.04% Add +30.0% 40,738 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 40,048 $1.3M
Pictet Asset Management Holding SA 0.00% Add +2.4% 40,050 $1.3M
Twin Capital Management Inc. 0.14% Reduce -0.6% 39,245 $1.2M
HSBC Holdings PLC 0.00% Add +29.0% 38,094 $1.2M
Cwm, LLC 0.00% Add +3.4% 37,741 $1.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +63.0% 37,681 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +3.9% 36,526 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +591.9% 35,661 $1.1M
HighTower Advisors, LLC 0.00% Add +13.4% 35,269 $1.1M
Manatuck Hill Partners, LLC 0.51% Reduce -86.5% 35,000 $1.1M
Alpha Omega Wealth Management LLC 0.21% Reduce -55.1% 34,199 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 34,018 $1.1M
Caxton Associates LLP 0.04% — 33,462 $1.1M
Total Clarity Wealth Management, Inc. 0.34% No change 30,241 $1.0M
Friedenthal Financial 0.62% New 32,873 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -43.8% 32,696 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +246.0% 32,531 $1.0M
Dark Forest Capital Management LP 0.05% New 32,530 $1.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 31,700 $995K
Martingale Asset Management L P 0.02% Reduce -38.0% 30,967 $972K
Harbour Capital Advisors, LLC 0.24% Add +14.8% 30,690 $951K
Cetera Investment Advisers 0.00% Add +87.8% 30,286 $951K
Magnetar Financial LLC 0.01% New 30,023 $943K
Money Concepts Capital Corp. 0.07% Add +4.3% 29,869 $938K
Covestor Ltd 0.63% Reduce -28.0% 29,788 $936K
Fulton Bank, N.A. 0.04% Reduce -2.5% 29,454 $925K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.8% 29,136 $915K
Pacer Advisors, Inc. 0.00% Reduce -62.3% 28,764 $903K
Eventide Asset Management, LLC 0.02% New 28,029 $880K
Atlas Capital Advisors Inc. 0.11% Add +31.1% 27,636 $868K
SG Americas Securities, LLC 0.00% New 27,476 $863K
Glenview Trust Co 0.02% Reduce -0.6% 27,239 $855K
State of Alaska, Department of Revenue 0.01% Add +2.9% 27,257 $855K
Xponance LLC 0.01% Add +1.9% 27,124 $852K
Tudor Investment Corporation 0.01% Reduce -75.9% 27,077 $850K
Dynamic Technology Lab Private Ltd 0.12% New 26,816 $842K
Greenwich Wealth Management LLC 0.06% Reduce -5.8% 26,568 $834K
Shell Asset Management Co. 0.04% Add +12.4% 26,463 $831K
Ellsworth Advisors, LLC 0.22% Add +2.6% 26,215 $823K
Synovus Financial Corp. 0.01% Add +4.1% 26,144 $821K
Mercer Global Advisors Inc. 0.00% Add +8.5% 25,519 $801K
Algert Global LLC 0.02% Reduce -43.9% 25,346 $796K
New York Life Investment Management LLC 0.01% New 24,861 $781K
Elo Mutual Pension Insurance Co 0.02% New 24,438 $767K
Public Employees Retirement Association of Colorado 0.00% No change 24,015 $754K
Quantinno Capital Management LP 0.00% Add +129.6% 23,875 $750K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.8% 23,591 $741K
Equitable Holdings, Inc. 0.01% Add +70.2% 23,417 $735K
Captrust Financial Advisors 0.00% Add +1.4% 22,808 $716K
Solas Capital Management, LLC 0.40% Reduce -16.3% 22,445 $705K
180 Wealth Advisors, LLC 0.11% Add +0.3% 21,280 $668K
Janney Montgomery Scott LLC 0.00% Add +121.8% 20,750 $652K
Marshall Wace, LLP 0.00% Add +26.6% 19,987 $628K
CIBC Private Wealth Group LLC 0.00% Reduce -9.8% 22,452 $623K
XTX Topco Ltd 0.03% Add +5.6% 19,628 $616K
Pinebridge Investments, L.P. 0.00% Reduce -70.6% 19,611 $616K
Scientech Research LLC 0.16% New 19,446 $611K
Truist Financial Corp. 0.00% Reduce -2.0% 19,364 $608K
Landscape Capital Management, L.L.C. 0.05% New 19,275 $605K
Sterneck Capital Management, LLC 0.32% Reduce -12.9% 18,820 $591K
Focus Partners Wealth 0.00% Reduce -5.8% 18,202 $572K
Pathstone Holdings, LLC 0.00% Add +6.8% 18,143 $571K
FORA Capital, LLC 0.06% Reduce -11.3% 18,060 $567K
US Bancorp \de 0.00% Add +0.2% 17,965 $564K
Oppenheimer Asset Management Inc. 0.01% Reduce -22.0% 17,904 $562K
Occudo Quantitative Strategies LP 0.07% New 17,794 $557K
Securian Asset Management, Inc. 0.02% Add +0.6% 17,672 $555K
Wedbush Securities Inc. 0.02% New 17,515 $550K
Fox Run Management, L.L.C. 0.08% Add +192.3% 17,140 $538K
Independent Financial Group, LLC 0.02% Reduce -1.2% 17,047 $535K
Wedmont Private Capital 0.03% Add +20.0% 18,012 $530K
Brevan Howard Capital Management LP 0.01% Reduce -46.1% 16,734 $525K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -30.6% 16,510 $518K
RBF Capital, LLC 0.03% Reduce -31.6% 16,207 $509K
Wealthfront Advisers LLC 0.00% New 15,999 $502K
Ritholtz Wealth Management 0.01% New 15,792 $496K
Walleye Capital LLC 0.01% Reduce -96.0% 15,764 $495K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -62.6% 15,377 $483K
United Services Automobile Association 0.01% No change 15,283 $479K
Quadrant Capital Group LLC 0.02% Add +1706.2% 15,244 $479K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +87.3% 14,113 $444K
GTS Securities LLC 0.02% New 14,102 $443K
Bleakley Financial Group, LLC 0.01% Reduce -12.5% 14,030 $441K
Crossmark Global Holdings, Inc. 0.01% Add +0.3% 13,863 $435K
one8zero8, LLC 0.10% Reduce -3.5% 13,722 $431K
1ST Source Bank 0.03% Add +0.6% 13,489 $424K
Pallas Capital Advisors LLC 0.02% Add +16.7% 13,207 $415K
Bridgewater Associates 0.00% New 13,201 $415K
Waterfront Wealth Inc. 0.10% Reduce -76.3% 12,915 $406K
Jones Financial Companies LLLP 0.00% Add +151.6% 12,916 $405K
Ethic Inc. 0.01% Add +27.1% 12,372 $398K
Sterling Capital Management LLC 0.01% Reduce -6.2% 12,644 $397K
Corient Private Wealth LP 0.00% Reduce -71.1% 12,505 $393K
Blueshift Asset Management, LLC 0.15% New 12,436 $390K
M&T Bank Corp 0.00% Reduce -10.9% 12,170 $382K
Utah Retirement Systems 0.00% No change 12,020 $377K
Merit Financial Group, LLC 0.01% Add +20.8% 11,421 $359K
Allworth Financial LP 0.00% Add +15.2% 11,046 $351K
Millennium Management 0.00% New 10,904 $342K
Oxford Asset Management LLP 0.16% New 10,869 $341K
Brown Advisory Inc. 0.00% Reduce -0.1% 10,657 $335K
Maryland State Retirement & Pension System 0.01% Reduce -18.2% 10,625 $334K
Tower Research Capital LLC (TRC) 0.01% Reduce -29.8% 10,467 $329K
Aspen Grove Capital, LLC 0.06% Add +0.9% 10,430 $328K
Bayforest Capital Ltd 0.14% New 10,389 $326K
Credit Agricole S A 0.00% No change 10,200 $320K
SBI Securities Co., Ltd. 0.01% Reduce -6.9% 10,189 $320K
Transcend Capital Advisors, LLC 0.02% Add +0.1% 10,135 $318K
Avantax Advisory Services, Inc. 0.00% Add +23.3% 10,002 $314K
Axq Capital, LP 0.13% Reduce -11.8% 10,002 $314K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.20% No change 10,000 $314K
KBC Group NV 0.00% Reduce -1.4% 10,008 $314K
Cynosure Group, LLC 0.04% No change 9,998 $314K
ProShare Advisors LLC 0.00% Reduce -8.8% 9,914 $311K
Avior Wealth Management, LLC 0.01% Reduce -45.8% 9,911 $311K
Total Wealth Planning & Management, Inc. 0.32% New 9,863 $310K
Prosperity Wealth Management, Inc. 0.14% New 9,650 $303K
Focus Partners Advisor Solutions, LLC 0.00% New 9,403 $295K
Castlekeep Investment Advisors LLC 0.15% Add +29.5% 9,314 $292K
Financial Counselors Inc. 0.00% Reduce -0.6% 9,300 $292K
Red Door Wealth Management, LLC 0.04% Reduce -0.3% 9,263 $291K
EP Wealth Advisors, LLC 0.00% Reduce -11.4% 9,175 $288K
Greenleaf Trust 0.00% Add +5.3% 9,008 $283K
Frank, Rimerman Advisors LLC 0.02% No change 8,943 $281K
Wilmington Savings Fund Society, FSB 0.01% Reduce -16.1% 8,936 $281K
Bridgefront Capital, LLC 0.08% New 8,777 $276K
Atria Investments, Inc 0.00% Reduce -33.5% 8,531 $268K
Shelton Capital Management 0.01% Reduce -8.2% 8,468 $266K
denkapparat Operations GmbH 0.28% No change 8,376 $263K
First Citizens Bank & Trust Co. 0.01% New 8,216 $258K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 8,100 $254K
Integrated Wealth Concepts LLC 0.00% Add +15.8% 8,025 $252K
Storebrand Asset Management As 0.00% No change 7,984 $251K
Verition Fund Management LLC 0.00% Reduce -62.8% 7,935 $249K
Snowden Capital Advisors LLC 0.01% New 7,926 $249K
Dorsey & Whitney Trust CO LLC 0.01% Add +0.5% 7,883 $248K
Capula Management Ltd 0.00% New 7,837 $246K
Kestra Advisory Services, LLC 0.00% Add +3.6% 7,801 $245K
Ground Swell Capital, LLC 0.57% New 7,776 $244K
Coldstream Capital Management Inc. 0.01% Add +1.2% 7,565 $238K
Fifth Third Wealth Advisors LLC 0.01% Add +0.6% 7,418 $233K
Cohen Capital Management, Inc. 0.04% No change 7,406 $233K
Tiaa Trust, National Association 0.00% Add +9.7% 7,319 $230K
Baird Financial Group, Inc. 0.00% Reduce -3.8% 7,294 $229K
CIBC Asset Management Inc 0.00% Add +2.2% 7,213 $226K
Forum Financial Management, LP 0.00% Add +0.7% 7,166 $225K
Cottonwood Capital Advisors, LLC 0.16% Reduce -0.8% 7,138 $224K
Savant Capital, LLC 0.00% Reduce -58.8% 7,083 $222K
Great Lakes Advisors, LLC 0.00% Reduce -21.9% 7,028 $221K
Anb Bank 0.10% Reduce -4.3% 7,013 $220K
Oak Thistle LLC 0.04% New 6,933 $218K
Fidelity D & D Bancorp Inc. 0.14% Reduce -3.6% 6,761 $212K
Stephens Inc. 0.00% Reduce -78.8% 6,707 $211K
ARS Investment Partners, LLC 0.02% No change 5,907 $204K
Envestnet Portfolio Solutions, Inc. 0.00% New 6,483 $204K
Wolverine Trading, LLC 0.01% Reduce -87.0% 6,475 $203K
Cibc World Market Inc. 0.00% Reduce -4.8% 6,384 $200K
Private Wealth Asset Management, LLC 0.03% — 5,578 $175K
GAMMA Investing LLC 0.01% Add +44.1% 4,322 $136K
Federation des caisses Desjardins du Quebec 0.00% Add +61.9% 3,959 $124K
Nomura Asset Management Co. Ltd. 0.00% Reduce -19.4% 3,790 $119K
AdvisorNet Financial, Inc 0.01% Add +4.5% 3,352 $105K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +7.1% 3,330 $105K
UMB Bank, n.a. 0.00% Add +68.4% 3,227 $101K
Rothschild Investment LLC 0.01% Add +0.3% 3,198 $100K
Bessemer Group Inc. 0.00% Add +8.5% 3,125 $99K
Parallel Advisors, LLC 0.00% Reduce -11.2% 3,119 $98K
Fifth Third Bancorp 0.00% Add +35.5% 3,114 $98K
Anderson Financial Strategies, LLC 0.06% Add +35.6% 2,947 $93K
TD Private Client Wealth LLC 0.00% Add +7.5% 2,920 $92K
Trust Co. of Vermont 0.00% Reduce -13.0% 2,742 $86K
Arax Advisory Partners 0.01% Add +49.3% 2,734 $86K
IFP Advisors, Inc 0.00% Add +8.1% 2,657 $83K
MAI Capital Management 0.00% Add +12.7% 2,641 $83K
Blue Trust, Inc. 0.00% Reduce -13.0% 2,590 $81K
Huntington National Bank 0.00% Add +47.6% 2,349 $74K
NewEdge Advisors, LLC 0.00% Add +12.0% 2,292 $72K
Whittier Trust Co. 0.00% Reduce -21.2% 2,191 $69K
Brown Brothers Harriman & Co. 0.00% Reduce -5.0% 2,146 $67K
Smithfield Trust Co 0.00% Add +35.5% 1,953 $62K
AlphaQuest LLC 0.01% Add +2.8% 1,930 $61K
EverSource Wealth Advisors, LLC 0.00% Add +46.8% 1,650 $52K
Siemens Fonds Invest GmbH 0.00% New 1,576 $49K
Farther Finance Advisors, LLC 0.00% Add +91.8% 1,519 $49K
Signaturefd, LLC 0.00% Reduce -14.0% 1,546 $49K
TFC Financial Management, Inc. 0.01% Add +11.6% 1,534 $48K
HM Payson & Co. 0.00% Reduce -0.3% 1,517 $48K
Investors Research Corp 0.01% Add +64.5% 1,512 $47K
Sandy Spring Bank 0.00% Reduce -2.8% 1,472 $46K
TD Waterhouse Canada Inc. 0.00% Reduce -1.6% 1,425 $46K
Montag A & Associates Inc. 0.00% Add +9.9% 1,441 $45K
Clearstead Advisors, LLC 0.00% Add +14.2% 1,420 $45K
SVB Wealth LLC 0.00% New 1,211 $38K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.7% 1,206 $38K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -6.0% 1,137 $36K
Versant Capital Management, Inc 0.01% Add +1143.0% 1,069 $34K
CI Investments Inc. 0.00% Add +52.3% 1,045 $33K
Piscataqua Savings Bank 0.03% No change 1,043 $33K
Broadwater Capital Management LLC 0.03% No change 1,037 $33K
Millstone Evans Group, LLC 0.02% No change 1,021 $32K
Private Trust Co. NA 0.00% Add +107.9% 1,021 $32K
Ssa Swiss Advisors AG 0.02% — 1,015 $32K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,013 $31K
Virtus Advisers, LLC 0.02% New 986 $31K
NFSG Corp 0.01% Reduce -0.4% 980 $31K
Compass Financial Services Inc 0.02% New 971 $30K
Parkside Financial Bank & Trust 0.00% Add +38.5% 953 $30K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.6% 939 $29K
Deseret Mutual Benefit Administrators 0.01% No change 928 $29K
Geneos Wealth Management Inc. 0.00% Reduce -10.2% 917 $29K
Caldwell Sutter Capital, Inc. 0.01% Reduce -1.5% 905 $28K
Hollencrest Capital Management 0.00% Add +637.7% 900 $28K
Quarry LP 0.01% New 897 $28K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 874 $27K
Lindbrook Capital, LLC 0.00% Add +10.5% 872 $27K
Opal Wealth Advisors, LLC 0.01% New 867 $27K
Bokf, NA 0.00% Add +137.5% 855 $27K
Quent Capital, LLC 0.00% Reduce -19.7% 850 $27K
Rise Advisors, LLC 0.01% Reduce -20.0% 823 $26K
True Wealth Design, LLC 0.01% Reduce -7.5% 807 $25K
Grove Bank & Trust 0.00% No change 800 $25K
William B. Walkup & Associates, Inc. 0.02% Add +5.3% 794 $25K
Fortis Group Advisors, LLC 0.00% Reduce -3.9% 769 $24K
Advisors Asset Management, Inc. 0.00% Reduce -0.7% 765 $24K
Cape Investment Advisory, Inc. 0.01% No change 746 $23K
Curat Global, LLC 0.03% — 734 $23K
GPS Wealth Strategies Group, LLC 0.00% Add +15.8% 733 $23K
Brooklyn Investment Group 0.00% Add +39.0% 724 $23K
Smartleaf Asset Management LLC 0.00% Add +64.0% 715 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 710 $22K
Larson Financial Group LLC 0.00% Reduce -6.6% 708 $22K
Hantz Financial Services, Inc. 0.00% Add +2.3% 700 $22K
Tompkins Financial Corp. 0.00% Add +5.5% 697 $22K
Toth Financial Advisory Corp. 0.00% Add +15.0% 690 $22K
Picton Mahoney Asset Management 0.00% Reduce -39.9% 664 $21K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.6% 659 $21K
Eastern Bank 0.00% No change 653 $21K
Spire Wealth Management 0.00% Reduce -17.1% 644 $20K
DekaBank Deutsche Girozentrale 0.00% No change 642 $20K
Addison Advisors LLC 0.01% No change 613 $19K
Abound Wealth Management 0.01% Add +708.1% 598 $19K
CENTRAL TRUST Co 0.00% Reduce -13.9% 587 $18K
Asset Dedication, LLC 0.00% Add +2.5% 574 $18K
Hemington Wealth Management 0.00% Add +22.4% 574 $18K
Farmers & Merchants Investments Inc. 0.00% Add +12.5% 567 $18K
NBT Bank, N.A. 0.00% Add +2.2% 563 $18K
DT Investment Partners, LLC 0.00% No change 540 $17K
PFS Partners, LLC 0.01% Add +0.2% 536 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Add +12.1% 536 $17K
LRI Investments, LLC 0.00% No change 524 $16K
Country Trust Bank 0.00% No change 521 $16K
Optiver Holding B.V. 0.00% New 519 $16K
Estabrook Capital Management 0.00% No change 514 $16K
Olistico Wealth, LLC 0.01% No change 511 $16K
Colonial Trust Advisors 0.00% Add +377.4% 487 $15K
Webster Bank, N. A. 0.00% No change 482 $15K
Tortoise Investment Management, LLC 0.00% Reduce -1.1% 460 $14K
Barrett & Company, Inc. 0.01% Add +29.9% 447 $14K
Mather Group, Llc. 0.00% Add +19.6% 445 $14K
Assetmark, Inc. 0.00% Add +209.1% 442 $14K
Knott David M Jr 0.01% No change 428 $13K
Indiana Trust & Investment Management Co 0.00% No change 423 $13K
Glen Eagle Advisors, LLC 0.00% Add +97.2% 420 $13K
Rossby Financial, LCC 0.01% New 400 $13K
WPG Advisers, LLC 0.01% Reduce -7.3% 406 $13K
Aventura Private Wealth, LLC 0.01% No change 399 $13K
Hughes Financial Services, LLC 0.00% New 387 $12K
Armstrong Advisory Group, Inc. 0.00% No change 358 $12K
Stonebridge Financial Group, LLC 0.00% Reduce -13.0% 388 $12K
J.Safra Asset Management Corp 0.00% New 381 $12K
Hartford Financial Management Inc. 0.00% No change 380 $12K
Private Wealth Management Group, LLC 0.00% Reduce -24.8% 345 $11K
Harbour Investments, Inc. 0.00% Add +8.2% 345 $11K
Rakuten Securities, Inc. 0.01% New 338 $11K
Evermay Wealth Management LLC 0.00% New 327 $10K
Key Financial Inc 0.00% No change 325 $10K
Plante Moran Financial Advisors, LLC 0.00% No change 324 $10K
Ogorek Anthony Joseph /NY/ 0.00% Add +77.2% 342 $10K
Valley National Advisers Inc. 0.00% Reduce -3.5% 326 $10K
Principal Securities, Inc. 0.00% No change 283 $10K
Bell Investment Advisors, Inc 0.00% No change 308 $10K
Harbor Investment Advisory, LLC 0.00% No change 303 $10K
Iat Reinsurance Co. LTD. 0.00% No change 300 $9K
Field & Main Bank 0.00% No change 300 $9K
Leonteq Securities AG 0.00% New 300 $9K
Asset Planning,Inc 0.01% No change 299 $9K
Twin Lakes Capital Management, LLC 0.01% No change 296 $9K
St Germain D J Co. Inc. 0.00% Reduce -20.9% 284 $9K
S&T Bank 0.00% Add +0.4% 277 $9K
FSC Wealth Advisors, LLC 0.01% Add +11.4% 274 $9K
Sunbelt Securities, Inc. 0.00% Add +122.0% 273 $9K
Painted Porch Advisors LLC 0.00% No change 271 $9K
Evelyn Partners Investment Management LLP 0.00% Reduce -6.3% 270 $8K
Fortitude Family Office, LLC 0.00% Reduce -21.9% 264 $8K
Banque Transatlantique SA 0.00% Reduce -7.7% 252 $8K
GHP Investment Advisors, Inc. 0.00% Add +13.6% 250 $8K
Duncker Streett & Co. Inc. 0.00% No change 248 $8K
Retirement Wealth Solutions LLC 0.01% No change 246 $8K
Truvestments Capital LLC 0.00% Add +201.2% 244 $8K
Nemes Rush Group LLC 0.00% No change 244 $8K
Global Financial Private Client, LLC 0.00% Add +14.7% 242 $8K
Manchester Capital Management LLC 0.00% No change 240 $8K
Financial Avengers, Inc. 0.00% No change 229 $7K
CKW Financial Group 0.00% No change 215 $7K
SOA Wealth Advisors, LLC. 0.00% Reduce -12.0% 220 $7K
Archer Investment Corp 0.00% No change 219 $7K
Sachetta, LLC 0.00% No change 218 $7K
Semmax Financial Advisors Inc. 0.00% No change 184 $7K
Cranbrook Wealth Management, LLC 0.00% No change 216 $7K
AllSquare Wealth Management LLC 0.00% No change 216 $7K
Center for Financial Planning, Inc. 0.00% No change 215 $7K
1620 Investment Advisors, Inc. 0.01% Reduce -2.3% 213 $7K
Pinnacle Bancorp, Inc. 0.00% No change 213 $7K
JFS Wealth Advisors, LLC 0.00% Add +15.8% 212 $7K
SouthState Bank Corp 0.00% Add +27.7% 212 $7K
Mb, Levis & Associates, LLC 0.00% No change 210 $7K
CoreCap Advisors, LLC 0.00% Reduce -5.9% 208 $7K
Platinum Investment Management Ltd. 0.00% No change 205 $6K
ORG Partners LLC 0.00% No change 198 $6K
Clark Wealth Partners 0.00% No change 200 $6K
Chelsea Counsel Co. 0.00% No change 200 $6K
Raiffeisen Bank International AG 0.00% No change 200 $6K
Wealth Preservation Advisors, LLC 0.00% — 199 $6K
WASHINGTON TRUST Co 0.00% Add +96.9% 193 $6K
Hexagon Capital Partners LLC 0.00% No change 191 $6K
ESL Trust Services, LLC 0.00% Reduce -24.2% 188 $6K
First United Bank & Trust 0.00% No change 180 $6K
Meeder Asset Management Inc. 0.00% New 179 $6K
Pineridge Advisors LLC 0.00% Add +297.7% 175 $5K
Oakworth Capital, Inc. 0.00% Reduce -8.9% 174 $5K
SJS Investment Consulting Inc. 0.00% Add +188.3% 173 $5K
MCF Advisors LLC 0.00% Add +6.1% 173 $5K
POM Investment Strategies, LLC 0.01% Reduce -23.0% 171 $5K
Sittner & Nelson, LLC 0.00% No change 169 $5K
Hopwood Financial Services, Inc. 0.00% No change 168 $5K
Teachers Insurance & Annuity Association of America 0.01% No change 167 $5K
Concord Wealth Partners 0.00% Reduce -6.2% 166 $5K
Ransom Advisory, Ltd 0.00% Add +13.8% 165 $5K
Laurel Wealth Advisors LLC 0.00% No change 164 $5K
Financial Freedom, LLC 0.00% No change 161 $5K
Tsfg, LLC 0.00% Add +453.6% 155 $5K
Hanson & Doremus Investment Management 0.00% No change 168 $5K
Beacon Capital Management, LLC 0.00% No change 156 $5K
Darwin Wealth Management, LLC 0.00% No change 141 $5K
Godsey & Gibb, Inc. 0.00% Reduce -1.3% 155 $5K
Silicon Valley Capital Partners 0.00% No change 154 $5K
MPWM Advisory Solutions, LLC 0.00% Reduce -2.5% 153 $5K
Pflug Koory, LLC 0.00% No change 146 $5K
Register Financial Advisors LLC 0.00% New 144 $5K
Clearstead Trust, LLC 0.00% Reduce -1.4% 143 $5K
TruNorth Capital Management, LLC 0.00% Reduce -22.8% 142 $4K
Inlight Wealth Management, LLC 0.00% New 141 $4K
BankPlus Trust Department 0.00% No change 134 $4K
West Financial Advisors, LLC 0.00% New 134 $4K
Creative Financial Designs Inc. 0.00% No change 129 $4K
Compagnie Lombard Odier SCmA 0.00% Reduce -35.5% 129 $4K
Lanark Financial, Inc. 0.00% — 153 $4K
BOK Financial Private Wealth, Inc. 0.00% No change 127 $4K
Pinnacle Financial Partners Inc 0.00% No change 115 $4K
Avalon Trust Co 0.00% Add +1.6% 127 $4K
Blue Bell Private Wealth Management, LLC 0.00% No change 126 $4K
North Star Investment Management Corp. 0.00% Reduce -51.8% 123 $4K
Spurstone Advisory Services, LLC 0.07% No change 120 $4K
Nalls Sherbakoff Group, LLC 0.00% — 118 $4K
Boyd Watterson Asset Management LLC 0.00% No change 117 $4K
Salem Investment Counselors Inc. 0.00% No change 111 $3K
Crowley Wealth Management, Inc. 0.00% No change 110 $3K
Golden State Wealth Management, LLC 0.00% No change 110 $3K
Holos Integrated Wealth LLC 0.00% No change 107 $3K
Princeton Global Asset Management LLC 0.00% No change 106 $3K
Logan Capital Management Inc. 0.00% No change 106 $3K
Continuum Advisory, LLC 0.00% No change 103 $3K
BNP Paribas 0.00% Reduce -88.8% 21 $3K
Tradewinds Capital Management, LLC 0.00% Add +910.0% 101 $3K
Pandora Wealth, Inc. 0.00% — 100 $3K
Anchor Investment Management, LLC 0.00% No change 99 $3K
Curio Wealth, LLC 0.00% Reduce -97.5% 2 $3K
Coston, McIsaac & Partners 0.00% Reduce -63.7% 99 $3K
CX Institutional 0.00% New 96 $3K
Pinney & Scofield, Inc. 0.00% No change 92 $3K
FSA Wealth Management LLC 0.00% Reduce -48.9% 92 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 91 $3K
N.E.W. Advisory Services LLC 0.00% New 91 $3K
Consultiva Wealth Management, Corp. 0.01% New 90 $3K
Maryland Capital Advisors Inc. 0.00% No change 90 $3K
McIlrath & Eck, LLC 0.00% No change 90 $3K
Groupe la Francaise 0.00% Add +150.0% 100 $3K
Kozak & Associates, Inc. 0.00% Add +8.1% 93 $3K
Bangor Savings Bank 0.00% No change 88 $3K
Richardson Capital Management LLC 0.00% New 86 $3K
Aspect Partners, LLC 0.00% Add +22.9% 86 $3K
Caldwell Trust Co 0.00% Add +240.0% 85 $3K
Barnes Dennig Private Wealth Management LLC 0.00% — 84 $3K
Prestige Wealth Management Group LLC 0.00% No change 84 $3K
Cedar Mountain Advisors, LLC 0.00% No change 81 $3K
Abound Financial, LLC 0.00% New 80 $3K
Dogwood Wealth Management LLC 0.00% New 80 $3K
VSM Wealth Advisory, LLC 0.00% No change 80 $3K
Financial Gravity Asset Management, Inc. 0.00% — 80 $3K
Sound Income Strategies, LLC 0.00% Reduce -68.0% 80 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 76 $2K
High Note Wealth, LLC 0.00% New 74 $2K
CGC Financial Services, LLC 0.00% No change 73 $2K
Aviso Financial Inc. 0.00% No change 72 $2K
First Command Advisory Services, Inc. 0.00% No change 71 $2K
Medallion Wealth Advisors, LLC 0.00% No change 69 $2K
City State Bank 0.00% No change 68 $2K
Salomon & Ludwin, LLC 0.00% No change 66 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 65 $2K
American National Bank & Trust 0.00% Reduce -38.5% 64 $2K
Centerpoint Advisors, LLC 0.00% No change 51 $2K
PrairieView Partners, LLC 0.00% No change 80 $2K
Park Square Financial Group, LLC 0.00% No change 63 $2K
Carolinas Wealth Consulting LLC 0.00% No change 63 $2K
Richardson Financial Services Inc. 0.00% No change 61 $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% No change 58 $2K
Raelipskie Partnership 0.00% No change 58 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 56 $2K
Eq Wealth Advisors, LLC 0.00% New 55 $2K
Lavaca Capital LLC 0.00% No change 55 $2K
Clarity Asset Management, Inc. 0.00% No change 52 $2K
Frazier Financial Advisors, LLC 0.00% No change 50 $2K
Proffitt & Goodson Inc. 0.00% New 49 $2K
Graney & King, LLC 0.00% No change 48 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 48 $2K
Heritage Wealth Advisors 0.00% No change 48 $2K
Optimum Investment Advisors 0.00% No change 46 $1K
NewSquare Capital LLC 0.00% New 45 $1K
Bank & Trust Co 0.00% No change 44 $1K
MV Capital Management, Inc. 0.00% Add +2.3% 44 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +38.7% 43 $1K
IFS Advisors, LLC 0.00% No change 42 $1K
Elevation Wealth Partners, LLC 0.00% No change 37 $1K
Financial Network Wealth Advisors LLC 0.00% No change 40 $1K
SWAN Capital LLC 0.00% No change 40 $1K
Main Street Group, LTD 0.00% No change 40 $1K
Flagship Wealth Advisors, LLC 0.00% No change 40 $1K
Kimelman & Baird, LLC 0.00% No change 40 $1K
Costello Asset Management, INC 0.00% New 39 $1K
Financial Management Professionals, Inc. 0.00% No change 39 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 34 $1K
Cheviot Value Management, LLC 0.00% New 32 $1K
Peoples Financial Services Corp. 0.00% No change 33 $1K
Pin Oak Investment Advisors Inc. 0.00% No change 27 $1K
Capital Advisors, Ltd. LLC 0.00% No change 33 $1K
Capital Analysts, LLC 0.00% No change 27 $1K
Flaharty Asset Management, LLC 0.00% New 31 $973
Red Tortoise LLC 0.00% No change 29 $911
ROSS\JOHNSON & Associates LLC 0.02% Add +115.4% 28 $879
Bogart Wealth, LLC 0.00% No change 26 $816
Murphy & Mullick Capital Management Corp 0.00% New 25 $785
Signature Resources Capital Management, LLC 0.00% No change 24 $754
Hoey Investments, Inc. 0.00% No change 24 $754
SIMA Wealth Partners, LLC 0.00% New 21 $660
Crewe Advisors LLC 0.00% No change 21 $660
Mascoma Wealth Management LLC 0.00% No change 21 $659
Islay Capital Management, LLC 0.00% No change 20 $628
Ridgewood Investments LLC 0.00% No change 20 $628
Fourth Dimension Wealth, LLC 0.00% No change 20 $628
Ruedi Wealth Management, Inc. 0.00% No change 20 $628
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $628
City Holding Co. 0.00% No change 20 $627
Albion Financial Group 0.00% No change 19 $597
New England Capital Financial Advisors LLC 0.00% No change 18 $566
Bare Financial Services, Inc 0.00% New 17 $534
JNBA Financial Advisors 0.00% No change 17 $534
Pacific Center for Financial Services 0.00% No change 16 $503
Boit C F David 0.00% No change 16 $502
Bruce G. Allen Investments, LLC 0.00% No change 15 $471
WealthTrak Capital Management LLC 0.00% Add +200.0% 15 $471
Richards, Merrill & Peterson, Inc. 0.00% No change 15 $471
CVA Family Office, LLC 0.00% New 14 $440
DHJJ Financial Advisors, Ltd. 0.00% No change 13 $409
American Capital Advisory, LLC 0.00% New 13 $409
Wood Tarver Financial Group, LLC 0.00% No change 13 $409
Atticus Wealth Management, LLC 0.00% No change 12 $377
Northwest Capital Management Inc 0.00% No change 11 $345
Wells Financial Advisors INC 0.00% No change 10 $314
MJT & Associates Financial Advisory Group, Inc. 0.00% — 10 $314
North Capital, Inc. 0.00% — 10 $314
Wolff Wiese Magana LLC 0.00% Reduce -9.1% 10 $314
Riggs Asset Managment Co. Inc. 0.00% No change 10 $314
Global Wealth Strategies & Associates 0.00% No change 10 $314
Stephens Consulting, LLC 0.00% New 10 $314
Community Bank, N.A. 0.00% No change 10 $313
GoalVest Advisory LLC 0.00% No change 9 $283
Centennial Bank 0.00% No change 9 $283
REAP Financial Group, LLC 0.00% No change 9 $283
HFM Investment Advisors, LLC 0.00% — 8 $252
Birchbrook, Inc. 0.00% Reduce -42.9% 8 $252
Bay Harbor Wealth Management, LLC 0.00% New 8 $251
Financial Perspectives, Inc 0.00% No change 8 $251
Transce3nd, LLC 0.00% No change 8 $251
Strengthening Families & Communities, LLC 0.00% No change 7 $220
Cordant, Inc. 0.00% No change 6 $189
Parkworth Wealth Management, Inc. 0.00% No change 6 $188
Robinswood Financial LLC 0.00% No change 6 $188
First Horizon Advisors, Inc. 0.00% Reduce -87.0% 6 $188
Mark Sheptoff Financial Planning, LLC 0.00% No change 5 $157
Mechanics Financial Corp 0.00% No change 5 $157
Stone House Investment Management, LLC 0.00% New 5 $157
Colonial Trust Co / SC 0.00% Reduce -98.9% 5 $157
Peoples Bank 0.00% No change 5 $156
Kiker Wealth Management, LLC 0.00% New 4 $126
Physician Wealth Advisors, Inc. 0.00% No change 4 $126
Accredited Wealth Management, LLC 0.00% No change 3 $95
Fairscale Capital, LLC 0.00% No change 3 $94
Comprehensive Financial Planning, Inc. 0.00% No change 3 $94
Raffa Wealth Management, LLC 0.00% No change 3 $94
Your Advocates Ltd., LLP 0.00% No change 3 $94
Capital A Wealth Management, LLC 0.00% No change 2 $63
Eukles Asset Management 0.00% No change 2 $63
HHM Wealth Advisors, LLC 0.00% No change 2 $63
PSI Advisors, LLC 0.00% Reduce -60.0% 2 $63
Activest Wealth Management 0.00% New 2 $63
Park Place Capital Corp 0.00% No change 2 $63
Tidemark, LLC 0.00% New 2 $63
Cornerstone Planning Group LLC 0.00% No change 2 $62
Global Trust Asset Management, LLC 0.00% Reduce -80.0% 1 $42
First Financial Corp. 0.00% No change 1 $31
Westside Investment Management, Inc. 0.00% No change 1 $31
Burkett Financial Services, LLC 0.00% No change 1 $31
Principia Wealth Advisory, LLC 0.00% New 1 $31
Hazlett, Burt & Watson, Inc. 0.00% New 7 $0
Resources Management Corp. /CT/ 0.00% No change 3 $0
Roble, Belko & Company, Inc 0.00% No change 5 $0
Avion Wealth 0.00% New 9 $0
McClarren Financial Advisors, Inc. 0.00% New 26 $0
JTC Employer Solutions Trustee Ltd 0.00% No change 31 $0

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