Kyndryl HoldingsKD

13F holders, Q2 2025 (June 30)
736holders +33
107new positions
82sold out
9famous investors
$41.94avg. 13F price*

At the end of Q2 2025, 736 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, up 33 from Q1 2025. 107 opened new positions and 82 sold out. The largest holders were FMR LLC ($1.2B), Vanguard Group Inc. ($1.1B) and BlackRock, Inc. ($959.0M). 9 famous investors held it, including David Einhorn (6.0% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions107$147.2M
Exits82$104.7M

All 13F filers, Q1 2025 → Q2 2025: 14,517,540 shares bought and 14,345,561 shares sold, net +171,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 736 holders

FMR LLC 0.07% Add +18.7% 29,599,150 $1.2B
Vanguard Group Inc. 0.02% Reduce -1.9% 26,567,629 $1.1B
BlackRock, Inc. 0.02% Add +3.4% 22,854,726 $959.0M
Neuberger Berman Group LLC 0.40% Reduce -3.0% 12,340,569 $517.6M
State Street Corp. 0.01% Reduce -1.5% 7,437,858 $312.1M
Dimensional Fund Advisors LP 0.04% Add +3.2% 4,427,592 $185.8M
Geode Capital Management, LLC 0.01% Add +5.0% 4,277,559 $179.5M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -1.6% 3,738,582 $156.9M
Greenlight Capital (DME Capital Management) 5.97% Reduce -19.9% 3,311,297 $138.9M
GMT Capital Corp 5.56% Reduce -14.3% 3,164,060 $132.8M
Westfield Capital Management Co. LP 0.42% Reduce -18.4% 2,375,354 $99.7M
Northern Trust Corp. 0.01% Reduce -1.5% 2,047,452 $85.9M
Allspring Global Investments Holdings, LLC 0.14% Reduce -8.5% 1,990,496 $83.5M
Morgan Stanley 0.01% Reduce -25.6% 1,963,844 $82.4M
Zimmer Partners, LP 1.87% Reduce -16.9% 1,949,657 $81.8M
Invesco Ltd. 0.01% Reduce -10.8% 1,852,662 $77.7M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 1,814,798 $76.1M
Bank of New York Mellon Corp 0.01% Reduce -4.2% 1,803,111 $75.7M
Bank of America Corp. 0.01% Add +39.5% 1,767,574 $74.2M
Cortland Associates Inc. 7.41% Reduce -29.1% 1,512,331 $63.5M
Royce & Associates LP 0.63% Reduce -6.3% 1,455,884 $61.1M
UBS Group AG 0.01% Add +93.3% 1,352,395 $56.7M
Deutsche Bank AG 0.02% Add +0.2% 1,201,351 $50.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +53.2% 1,122,850 $47.1M
Qube Research & Technologies Ltd 0.06% Add +0.7% 1,079,253 $45.3M
Maple Rock Capital Partners Inc. 2.10% Reduce -39.1% 1,000,832 $42.0M
Nuveen, LLC 0.01% Reduce -1.8% 952,931 $40.0M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Add +25.7% 879,404 $36.9M
Douglas Lane & Associates, LLC 0.53% Reduce -9.2% 871,862 $36.6M
AQR Capital Management 0.03% Reduce -38.8% 861,152 $35.9M
Arnhold LLC 3.24% No change 845,815 $35.5M
American Century Companies Inc. 0.02% Add +36.7% 838,277 $35.2M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -42.7% 725,000 $30.4M
Allianz Asset Management GmbH 0.04% Reduce -1.1% 690,017 $29.0M
Engle Capital Management, L.P. 8.71% Add +5.8% 688,000 $28.9M
Rhumbline Advisers 0.02% Add +0.6% 627,901 $26.3M
MetLife Investment Management, LLC 0.15% Reduce -16.9% 591,329 $24.8M
JPMorgan Chase & Co. 0.00% Add +0.8% 582,601 $24.4M
Gotham Asset Management 0.14% Add +77.8% 572,737 $24.0M
Russell Investments Group, Ltd. 0.03% Reduce -26.0% 547,812 $23.0M
Vident Advisory, LLC 0.25% Add +39.8% 540,273 $22.7M
Legal & General Group Plc 0.01% Add +1.1% 537,563 $22.6M
Principal Financial Group Inc. 0.01% Reduce -1.4% 527,697 $22.1M
Comerica Bank 0.09% Reduce -8.8% 526,588 $22.1M
Thrivent Financial for Lutherans 0.05% Add +58.7% 521,098 $21.9M
Braun Stacey Associates Inc. 0.79% Add +127.3% 517,259 $21.7M
Nordea Investment Management AB 0.02% Reduce -2.6% 506,392 $21.3M
Tidal Investments LLC 0.14% Add +6.8% 503,173 $21.1M
Norges Bank 0.00% Add +14.6% 474,437 $19.9M
Frontier Capital Management Co. LLC 0.18% New 466,770 $19.6M
Woodline Partners LP 0.10% New 463,703 $19.5M
Prudential Financial Inc. 0.03% Add +3.7% 460,682 $19.3M
Ameriprise Financial Inc. 0.00% Add +26.6% 452,226 $19.0M
Goldman Sachs Group Inc. 0.00% Add +24.2% 451,025 $18.9M
Swiss National Bank 0.01% Reduce -1.2% 444,600 $18.7M
Rockefeller Capital Management L.P. 0.04% Add +6.2% 434,144 $18.2M
Trexquant Investment LP 0.20% Add +35.1% 419,370 $17.6M
First Trust Advisors LP 0.01% Add +29.8% 408,123 $17.1M
California Public Employees Retirement System 0.01% Add +14.3% 402,707 $16.9M
Raymond James Financial Inc. 0.01% Add +9.6% 397,753 $16.7M
Loomis Sayles & Co. L P 0.02% Add +1.4% 385,751 $16.2M
Citadel Advisors 0.01% New 374,408 $15.7M
GW&K Investment Management, LLC 0.14% Reduce -48.7% 373,653 $15.7M
Penn Capital Management Company, LLC 1.35% Reduce -29.2% 370,842 $15.6M
Ancora Advisors LLC 0.32% Add +0.2% 366,881 $15.4M
New York State Common Retirement Fund 0.02% Reduce -21.1% 360,514 $15.1M
ExodusPoint Capital Management, LP 0.17% New 331,168 $13.9M
BNP Paribas Financial Markets 0.01% Add +151.5% 324,984 $13.6M
Amundi 0.00% Add +39.0% 314,121 $13.3M
Alliancebernstein L.P. 0.00% Reduce -1.5% 298,149 $12.5M
Retirement Systems of Alabama 0.04% Add +0.4% 284,406 $11.9M
Cookson Peirce & Co. Inc. 0.52% Add +6.4% 281,912 $11.8M
Penserra Capital Management LLC 0.15% New 260,494 $10.9M
National Bank of Canada 0.01% Reduce -0.3% 251,009 $10.5M
Danske Bank A/S 0.03% Add +13.5% 243,064 $10.2M
Wells Fargo & Company 0.00% Reduce -8.2% 225,667 $9.5M
California State Teachers Retirement System 0.01% Add +0.1% 220,608 $9.3M
State Board of Administration of Florida Retirement System 0.02% Add +1.0% 211,570 $8.9M
First Manhattan Co. Llc. 0.03% Add +11.5% 211,451 $8.9M
New York State Teachers Retirement System 0.02% Add +1.0% 211,104 $8.9M
Boston Partners 0.01% New 208,430 $8.7M
Phocas Financial Corp. 1.25% Reduce -27.6% 207,854 $8.7M
Sei Investments Co. 0.01% Add +23.9% 203,021 $8.5M
Edgestream Partners, L.P. 0.23% Add +377.7% 194,620 $8.2M
Mackenzie Financial Corp. 0.01% Reduce -18.0% 193,046 $8.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -11.1% 189,288 $8.0M
OP Asset Management Ltd 0.11% Reduce -0.4% 184,879 $7.8M
STRS Ohio 0.03% Add +8.3% 180,750 $7.6M
J. Goldman & Co LP 0.24% Reduce -76.7% 180,089 $7.6M
T. Rowe Price Associates Inc. 0.00% Add +3.3% 178,915 $7.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.8% 175,096 $7.3M
GAMCO Investors 0.07% Reduce -6.8% 174,115 $7.3M
Barclays PLC 0.00% Add +17.8% 171,173 $7.2M
LPL Financial LLC 0.00% Add +25.1% 160,139 $6.7M
Squarepoint Ops LLC 0.01% Add +18.8% 156,432 $6.6M
Castleark Management LLC 0.20% Reduce -27.1% 156,170 $6.6M
Hilton Capital Management, LLC 0.49% Add +1.6% 145,091 $6.1M
Fieldview Capital Management, LLC 0.90% New 142,197 $6.0M
Voya Investment Management LLC 0.01% Add +97.5% 141,518 $5.9M
Candriam S.C.A. 0.03% New 138,524 $5.8M
Prelude Capital Management, LLC 0.54% Reduce -30.5% 132,748 $5.6M
D. E. Shaw & Co. 0.01% Reduce -60.7% 132,065 $5.5M
Man Group plc 0.01% New 130,087 $5.5M
Informed Momentum Co LLC 0.82% Add +4.1% 129,147 $5.4M
Franklin Resources Inc. 0.00% Add +30.5% 126,613 $5.3M
State of Wisconsin Investment Board 0.01% Reduce -7.2% 122,269 $5.1M
Exchange Traded Concepts, LLC 0.06% New 119,782 $5.0M
Diversify Advisory Services, LLC 0.19% Add +15.7% 167,846 $5.0M
Nisa Investment Advisors, LLC 0.02% Add +15.2% 117,012 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -3.4% 115,720 $4.9M
Treasurer of the State of North Carolina 0.01% Add +3.9% 108,037 $4.5M
Oliver Luxxe Assets LLC 0.81% Add +2.3% 107,521 $4.5M
Victory Capital Management Inc. 0.00% Add +134.2% 106,532 $4.5M
Amalgamated Bank 0.03% Reduce 0.0% 106,400 $4.5M
Sky Investment Group LLC 0.78% Add +0.4% 103,720 $4.4M
Global IMC LLC 1.08% Reduce -21.5% 99,343 $4.2M
Janus Henderson Group PLC 0.00% Reduce -7.0% 98,332 $4.1M
Canada Pension Plan Investment Board 0.00% Add +119.7% 95,800 $4.0M
Verition Fund Management LLC 0.02% Add +1069.7% 92,813 $3.9M
Y-Intercept (Hong Kong) Ltd 0.09% New 91,286 $3.8M
Millennium Management 0.00% Add +735.9% 91,141 $3.8M
O'shaughnessy Asset Management, LLC 0.03% Add +179.6% 90,970 $3.8M
Police & Firemen's Retirement System of New Jersey 0.03% Add +8.2% 89,040 $3.7M
Intech Investment Management LLC 0.03% Add +31.6% 87,833 $3.7M
Westover Capital Advisors, LLC 0.72% Add +51.1% 85,689 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -1.5% 83,341 $3.5M
State of Tennessee, Department of Treasury 0.01% Reduce -11.5% 82,024 $3.4M
State of New Jersey Common Pension Fund D 0.01% No change 81,142 $3.4M
Triasima Portfolio Management inc. 0.62% Reduce -0.4% 80,565 $3.4M
Harbor Capital Advisors, Inc. 0.14% Reduce -12.7% 80,293 $3.4M
Lazard Asset Management LLC 0.01% Add +56.5% 78,647 $3.3M
Public Employees Retirement System of Ohio 0.01% Add +2.4% 77,191 $3.2M
HSBC Holdings PLC 0.00% Add +98.7% 75,690 $3.2M
TCTC Holdings, LLC 0.10% No change 75,279 $3.2M
HRT Financial LP 0.01% New 73,899 $3.1M
Stifel Financial Corp. 0.00% Add +1.4% 73,603 $3.1M
Ensign Peak Advisors, Inc 0.00% Reduce -23.5% 68,200 $2.9M
Arizona State Retirement System 0.02% Add +1.9% 67,909 $2.8M
Renaissance Technologies 0.00% Reduce -89.1% 67,600 $2.8M
Brevan Howard Capital Management LP 0.03% Add +300.6% 67,032 $2.8M
HERALD INVESTMENT MANAGEMENT Ltd 0.42% No change 67,000 $2.8M
Louisiana State Employees Retirement System 0.05% Add +0.5% 65,500 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 64,255 $2.7M
HighTower Advisors, LLC 0.00% Add +81.0% 63,853 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -55.6% 63,109 $2.6M
Convergence Investment Partners, LLC 0.67% New 62,559 $2.6M
Natixis Advisors, LLC 0.00% Reduce -1.3% 62,515 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -0.1% 62,246 $2.6M
Tudor Investment Corporation 0.02% Add +129.3% 62,077 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.5% 59,786 $2.5M
Simplex Trading, LLC 0.07% Reduce -30.8% 58,798 $2.5M
Commonwealth Equity Services, LLC 0.00% Add +36.8% 58,513 $2.5M
Handelsbanken Fonder AB 0.01% Reduce -2.7% 57,900 $2.4M
Mariner, LLC 0.00% Reduce -4.2% 56,821 $2.4M
Cerity Partners LLC 0.00% Reduce -10.1% 56,770 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -23.1% 56,228 $2.4M
State of Michigan Retirement System 0.01% Add +0.4% 55,934 $2.3M
Gabelli Funds LLC 0.02% Reduce -11.2% 55,284 $2.3M
Commerce Bank 0.01% Add +1.0% 54,672 $2.3M
Federated Hermes, Inc. 0.00% Add +12.9% 54,571 $2.3M
Two Sigma Advisers, LP 0.00% Reduce -2.2% 54,200 $2.3M
Occudo Quantitative Strategies LP 0.25% Add +204.0% 54,094 $2.3M
Money Concepts Capital Corp. 0.15% Add +79.5% 53,628 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.4% 51,954 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.7% 49,497 $2.1M
Creative Planning 0.00% Add +0.4% 50,658 $2.1M
KLP Kapitalforvaltning As 0.01% Add +6.4% 48,100 $2.0M
Citigroup Inc. 0.00% Reduce -24.5% 48,067 $2.0M
Oregon Public Employees Retirement Fund 0.04% Add +0.8% 47,695 $2.0M
New Mexico Educational Retirement Board 0.07% No change 47,589 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +16.9% 46,804 $2.0M
Teacher Retirement System of Texas 0.01% Add +3.8% 46,404 $1.9M
Dark Forest Capital Management LP 0.08% Add +40.0% 45,526 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.3% 45,180 $1.9M
Acadian Asset Management LLC 0.00% New 44,222 $1.9M
Royal Bank of Canada 0.00% Reduce -70.5% 43,733 $1.8M
Landscape Capital Management, L.L.C. 0.14% Add +124.1% 43,197 $1.8M
Ieq Capital, LLC 0.01% Reduce -57.2% 42,742 $1.8M
Cacti Asset Management LLC 0.13% No change 42,760 $1.8M
Twin Capital Management Inc. 0.18% Add +2.5% 40,243 $1.7M
Bank of Montreal 0.00% Reduce -7.0% 40,197 $1.7M
Clifford Swan Investment Counsel LLC 0.06% Reduce -7.0% 39,773 $1.7M
Pictet Asset Management Holding SA 0.00% Reduce -1.3% 39,546 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -28.2% 38,596 $1.6M
Harbour Capital Advisors, LLC 0.33% Add +20.1% 36,870 $1.6M
Corient Private Wealth LP 0.00% Add +194.0% 36,761 $1.5M
Osaic Holdings, Inc. 0.00% Add +9.9% 35,938 $1.5M
Neo Ivy Capital Management 0.47% New 35,011 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.2% 34,168 $1.4M
Ritholtz Wealth Management 0.03% Add +116.1% 34,125 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 34,018 $1.4M
Alpha Omega Wealth Management LLC 0.25% Reduce -2.1% 33,471 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -8.9% 33,260 $1.4M
Natixis 0.01% New 33,051 $1.4M
Captrust Financial Advisors 0.00% Add +42.1% 32,414 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.5% 31,905 $1.3M
Cetera Investment Advisers 0.00% Add +4.2% 31,565 $1.3M
Mercer Global Advisors Inc. 0.00% Add +21.6% 31,039 $1.3M
Covestor Ltd 0.73% Reduce -0.5% 29,647 $1.2M
Quantinno Capital Management LP 0.01% Add +22.2% 29,166 $1.2M
Fulton Bank, N.A. 0.04% Reduce -3.4% 28,462 $1.2M
Eventide Asset Management, LLC 0.02% No change 28,029 $1.2M
SBI Securities Co., Ltd. 0.03% Add +173.8% 27,893 $1.2M
Cwm, LLC 0.00% Reduce -26.3% 27,818 $1.2M
Campbell & CO Investment Adviser LLC 0.07% New 27,790 $1.2M
Xponance LLC 0.01% Add +2.4% 27,775 $1.2M
Glenview Trust Co 0.02% Reduce -0.2% 27,173 $1.1M
Synovus Financial Corp. 0.01% Add +0.2% 26,193 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -4.3% 26,092 $1.1M
Oppenheimer & Co. Inc. 0.01% New 25,994 $1.1M
Greenwich Wealth Management LLC 0.05% Reduce -4.1% 25,479 $1.1M
Equitable Holdings, Inc. 0.01% Add +6.2% 24,862 $1.0M
Atlas Capital Advisors Inc. 0.13% Reduce -11.0% 24,598 $1.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -34.7% 24,597 $1.0M
Elo Mutual Pension Insurance Co 0.02% Add +0.2% 24,479 $1.0M
New York Life Investment Management LLC 0.01% Reduce -2.1% 24,345 $1.0M
Public Employees Retirement Association of Colorado 0.00% No change 24,015 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 23,626 $991K
Illinois Municipal Retirement Fund 0.01% New 23,033 $966K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +35.5% 22,367 $939K
Janney Montgomery Scott LLC 0.00% Add +3.6% 21,508 $903K
Shell Asset Management Co. 0.03% Reduce -19.1% 21,423 $899K
Truist Financial Corp. 0.00% Add +9.0% 21,115 $886K
Ethic Inc. 0.02% Add +71.9% 21,270 $882K
Quadrant Capital Group LLC 0.03% Add +34.7% 20,531 $861K
Arjuna Capital 0.22% New 20,040 $841K
Jones Financial Companies LLLP 0.00% Add +52.6% 19,708 $817K
Pathstone Holdings, LLC 0.00% Add +7.3% 19,474 $814K
Wedmont Private Capital 0.03% Add +4.7% 18,856 $808K
Sterneck Capital Management, LLC 0.40% No change 18,820 $790K
180 Wealth Advisors, LLC 0.11% Reduce -14.0% 18,310 $768K
Qsemble Capital Management, LP 0.07% New 18,296 $768K
US Bancorp \de 0.00% Add +0.6% 18,064 $758K
CIBC Private Wealth Group LLC 0.00% Reduce -20.0% 17,961 $754K
Wedbush Securities Inc. 0.03% Add +1.7% 17,812 $747K
Securian Asset Management, Inc. 0.02% No change 17,672 $742K
Focus Partners Wealth 0.00% Reduce -3.6% 17,546 $736K
Fluent Financial, LLC 0.30% New 17,464 $733K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +21.0% 17,080 $716K
Independent Financial Group, LLC 0.02% Reduce -0.5% 16,971 $712K
Pacer Advisors, Inc. 0.00% Reduce -41.4% 16,855 $707K
Oppenheimer Asset Management Inc. 0.01% Reduce -6.5% 16,743 $703K
Martingale Asset Management L P 0.02% Reduce -47.5% 16,262 $682K
Reliant Investment Partners, LLC 0.55% New 14,989 $629K
SG Americas Securities, LLC 0.00% Reduce -47.5% 14,438 $606K
Sterling Capital Management LLC 0.01% Add +14.1% 14,426 $605K
one8zero8, LLC 0.14% Add +3.2% 14,160 $594K
Crossmark Global Holdings, Inc. 0.01% Add +2.0% 14,138 $593K
Bleakley Financial Group, LLC 0.01% Reduce -2.6% 13,659 $573K
Engineers Gate Manager LP 0.01% Reduce -86.2% 13,541 $568K
State of Wyoming 0.07% New 13,538 $568K
1ST Source Bank 0.03% Reduce -0.6% 13,405 $562K
XTX Topco Ltd 0.02% Reduce -33.4% 13,066 $548K
Avantax Advisory Services, Inc. 0.00% Add +29.2% 12,927 $542K
M&T Bank Corp 0.00% Add +4.5% 12,716 $534K
Brown Advisory Inc. 0.00% Add +18.7% 12,647 $531K
Orion Porfolio Solutions, LLC 0.00% New 12,641 $530K
Towle & Co. 0.12% New 12,575 $528K
Utah Retirement Systems 0.01% Add +1.7% 12,226 $513K
SummitTX Capital, L.P. 0.02% New 12,177 $511K
Ballentine Partners, LLC 0.01% New 12,030 $505K
EP Wealth Advisors, LLC 0.00% Add +29.6% 11,891 $499K
Allworth Financial LP 0.00% Add +6.9% 11,812 $496K
Bayesian Capital Management, LP 0.08% New 11,750 $493K
denkapparat Operations GmbH 0.39% Add +40.1% 11,738 $493K
Pallas Capital Advisors LLC 0.02% Reduce -15.9% 11,103 $466K
Savant Capital, LLC 0.00% Add +55.7% 11,030 $463K
Jane Street Group, LLC 0.00% Reduce -94.7% 11,015 $462K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -97.0% 10,696 $449K
Caxton Associates LLP 0.01% Reduce -68.1% 10,676 $448K
Maryland State Retirement & Pension System 0.01% No change 10,625 $446K
Merit Financial Group, LLC 0.00% Reduce -8.3% 10,475 $440K
Stansberry Asset Management, LLC 0.05% New 10,425 $437K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -32.5% 10,377 $435K
Aspen Grove Capital, LLC 0.07% Reduce -0.9% 10,335 $434K
ProShare Advisors LLC 0.00% Add +4.0% 10,316 $433K
Readystate Asset Management LP 0.03% New 10,205 $428K
Integrated Wealth Concepts LLC 0.00% Add +26.4% 10,144 $426K
Transcend Capital Advisors, LLC 0.03% No change 10,135 $425K
RBF Capital, LLC 0.02% Reduce -38.3% 10,000 $420K
Cynosure Group, LLC 0.05% No change 9,998 $420K
Centiva Capital, LP 0.03% New 9,544 $400K
Castlekeep Investment Advisors LLC 0.19% No change 9,314 $391K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -1.3% 9,283 $389K
AlphaQuest LLC 0.04% Add +371.1% 9,093 $382K
Greenleaf Trust 0.00% Add +0.6% 9,066 $380K
BTC Capital Management, Inc. 0.03% New 9,028 $378K
Frank, Rimerman Advisors LLC 0.03% No change 8,943 $375K
First Eagle Investment Management, LLC 0.00% New 8,938 $375K
Bayforest Capital Ltd 0.16% Reduce -14.3% 8,906 $374K
Kestra Private Wealth Services, LLC 0.01% New 8,769 $368K
Midwest Trust Co 0.01% — 8,727 $366K
Shelton Capital Management 0.01% No change 8,468 $355K
Kestra Advisory Services, LLC 0.00% Add +6.7% 8,326 $349K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 8,100 $340K
Impact Partnership Wealth, LLC 0.06% New 8,048 $338K
Forum Financial Management, LP 0.01% Add +10.8% 7,942 $333K
Coldstream Capital Management Inc. 0.01% Add +4.9% 7,933 $333K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.3% 7,863 $330K
Measured Wealth Private Client Group, LLC 0.10% New 7,859 $330K
Tower Research Capital LLC (TRC) 0.01% Reduce -25.3% 7,822 $328K
Avior Wealth Management, LLC 0.01% Reduce -21.7% 7,762 $326K
SCS Capital Management LLC 0.00% New 7,592 $319K
Anb Bank 0.14% Add +8.0% 7,574 $318K
Innealta Capital, LLC 0.17% New 7,505 $315K
Moneta Group Investment Advisors LLC 0.00% New 7,423 $311K
Cohen Capital Management, Inc. 0.05% No change 7,406 $311K
Fifth Third Wealth Advisors LLC 0.01% Reduce -0.2% 7,400 $311K
Storebrand Asset Management As 0.00% Reduce -7.4% 7,390 $310K
Wilmington Savings Fund Society, FSB 0.01% Reduce -19.0% 7,240 $304K
Great Lakes Advisors, LLC 0.00% Add +3.0% 7,239 $304K
CIBC Asset Management Inc 0.00% No change 7,213 $303K
Tiaa Trust, National Association 0.00% Reduce -1.6% 7,205 $302K
Schonfeld Strategic Advisors LLC 0.00% New 7,065 $296K
Cottonwood Capital Advisors, LLC 0.20% Reduce -1.1% 7,059 $296K
Total Wealth Planning & Management, Inc. 0.26% Reduce -28.5% 7,048 $296K
Atria Investments, Inc 0.00% Reduce -20.1% 6,817 $286K
Fidelity D & D Bancorp Inc. 0.17% No change 6,761 $284K
Stephens Inc. 0.00% Reduce -1.3% 6,620 $278K
Red Door Wealth Management, LLC 0.03% Reduce -29.3% 6,545 $275K
NorthCoast Asset Management LLC 0.00% New 6,531 $274K
Petrus Trust Company, LTA 0.03% New 6,491 $272K
KBC Group NV 0.00% Reduce -36.0% 6,407 $269K
Motley Fool Asset Management LLC 0.01% New 6,314 $265K
Cibc World Market Inc. 0.00% Reduce -1.4% 6,298 $264K
Praxis Investment Management Inc. 0.02% New 6,150 $258K
Nebula Research & Development LLC 0.02% New 6,108 $256K
Axq Capital, LP 0.08% Reduce -39.1% 6,087 $255K
Swiss Life Asset Management Ltd 0.00% New 6,016 $252K
J.W. Cole Advisors, Inc. 0.01% New 5,988 $251K
Journey Strategic Wealth LLC 0.01% New 5,943 $249K
&partners 0.00% New 5,928 $249K
Empowered Funds, LLC 0.00% New 5,826 $244K
Versor Investments LP 0.04% New 5,700 $239K
Machina Capital S.A.S. 0.05% New 5,696 $239K
Wealthspire Advisors, LLC 0.00% New 5,634 $236K
Algert Global LLC 0.00% Reduce -77.8% 5,626 $236K
Private Advisor Group, LLC 0.00% New 5,615 $236K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 5,580 $234K
Private Wealth Asset Management, LLC 0.03% No change 5,578 $234K
Sequoia Financial Advisors, LLC 0.00% New 5,552 $233K
Sound View Wealth Advisors Group, LLC 0.02% New 5,521 $232K
Blair William & Co. 0.00% New 5,416 $227K
HB Wealth Management, LLC 0.00% New 5,350 $224K
Farther Finance Advisors, LLC 0.00% Add +251.9% 5,345 $224K
Punch & Associates Investment Management, Inc. 0.01% New 5,325 $223K
Plancorp, LLC 0.01% New 5,324 $223K
Walleye Capital LLC 0.00% Reduce -66.3% 5,317 $223K
Callan Family Office, LLC 0.01% New 5,300 $222K
AE Wealth Management LLC 0.00% New 5,294 $222K
Sanctuary Advisors, LLC 0.00% New 5,251 $220K
OneDigital Investment Advisors LLC 0.00% New 5,106 $214K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 5,080 $213K
Profund Advisors LLC 0.01% New 5,080 $213K
Cresset Asset Management, LLC 0.00% New 5,032 $211K
Inceptionr LLC 0.05% New 5,007 $210K
Crestwood Advisors Group, LLC 0.00% New 4,959 $208K
Flagship Harbor Advisors, LLC 0.01% New 4,956 $208K
Johnson Investment Counsel Inc. 0.00% New 4,901 $206K
MML Investors Services, LLC 0.00% New 4,871 $204K
Wellington Management Group LLP 0.00% New 4,825 $202K
Systematic Alpha Investments, LLC 0.01% New 4,808 $202K
Violich Capital Management, Inc. 0.03% New 4,770 $200K
Keel Point, LLC 0.01% New 4,768 $200K
GAMMA Investing LLC 0.01% Add +6.2% 4,590 $193K
Federation des caisses Desjardins du Quebec 0.00% Add +2.6% 4,061 $170K
Signaturefd, LLC 0.00% Add +156.8% 3,970 $167K
Nomura Asset Management Co. Ltd. 0.00% No change 3,790 $159K
Parallel Advisors, LLC 0.00% Add +18.1% 3,683 $155K
Rakuten Securities, Inc. 0.06% Add +973.1% 3,627 $152K
Bessemer Group Inc. 0.00% Add +11.2% 3,476 $145K
Atticus Wealth Management, LLC 0.04% Add +27708.3% 3,337 $140K
Clearstead Advisors, LLC 0.00% Add +132.0% 3,295 $138K
Rothschild Investment LLC 0.01% Add +1.0% 3,230 $136K
IFP Advisors, Inc 0.00% Reduce -18.2% 2,174 $128K
UMB Bank, n.a. 0.00% Reduce -6.5% 3,016 $127K
Trust Co. of Vermont 0.01% Add +7.1% 2,936 $123K
Group One Trading LLC 0.00% New 2,710 $114K
Blue Trust, Inc. 0.00% Add +4.5% 2,707 $114K
Northwestern Mutual Wealth Management Co. 0.00% Add +116.9% 2,616 $110K
MAI Capital Management 0.00% Reduce -1.3% 2,607 $109K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -22.0% 2,596 $109K
Fifth Third Bancorp 0.00% Reduce -17.4% 2,572 $108K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 2,497 $105K
TD Private Client Wealth LLC 0.00% Reduce -15.5% 2,468 $104K
Arax Advisory Partners 0.00% Reduce -11.2% 2,429 $102K
NewEdge Advisors, LLC 0.00% Add +0.5% 2,303 $97K
Whittier Trust Co. 0.00% Reduce -0.9% 2,171 $91K
Brown Brothers Harriman & Co. 0.00% Reduce -0.2% 2,141 $90K
Smithfield Trust Co 0.00% Add +3.2% 2,016 $85K
Huntington National Bank 0.00% Reduce -30.3% 1,637 $69K
Siemens Fonds Invest GmbH 0.00% No change 1,576 $66K
Geneos Wealth Management Inc. 0.00% Add +62.2% 1,487 $62K
Investors Research Corp 0.01% Reduce -2.1% 1,480 $62K
Hantz Financial Services, Inc. 0.00% Add +109.6% 1,467 $62K
Ameritas Advisory Services, LLC 0.00% New 1,454 $61K
Atlantic Union Bankshares Corp 0.00% New 1,431 $60K
Brooklyn Investment Group 0.01% Add +96.8% 1,425 $60K
TD Waterhouse Canada Inc. 0.00% Reduce -1.8% 1,400 $59K
HM Payson & Co. 0.00% Reduce -9.0% 1,380 $58K
TFC Financial Management, Inc. 0.01% Reduce -10.8% 1,368 $57K
EverSource Wealth Advisors, LLC 0.00% Reduce -19.6% 1,327 $56K
Montag A & Associates Inc. 0.00% Reduce -8.5% 1,318 $55K
Principal Securities, Inc. 0.00% Add +361.8% 1,307 $55K
AdvisorNet Financial, Inc 0.00% Reduce -64.7% 1,182 $50K
Compass Financial Services Inc 0.02% Add +20.6% 1,171 $49K
Employees Retirement System of Texas 0.00% New 1,158 $49K
CI Investments Inc. 0.00% Add +9.7% 1,146 $48K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -3.2% 1,101 $46K
Versant Capital Management, Inc 0.01% No change 1,069 $45K
Broadwater Capital Management LLC 0.03% Add +4096.1% 43,513 $44K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +45.1% 1,030 $43K
Millstone Evans Group, LLC 0.03% Reduce -0.2% 1,019 $43K
Private Trust Co. NA 0.00% Reduce -1.5% 1,006 $42K
Virtus Advisers, LLC 0.03% No change 986 $41K
NFSG Corp 0.01% No change 980 $41K
Parkside Financial Bank & Trust 0.00% Add +0.8% 961 $40K
Ssa Swiss Advisors AG 0.02% No change 1,015 $40K
Deseret Mutual Benefit Administrators 0.02% No change 928 $39K
Hollencrest Capital Management 0.00% No change 900 $38K
Caldwell Sutter Capital, Inc. 0.02% Reduce -1.2% 894 $38K
Opal Wealth Advisors, LLC 0.01% Add +1.9% 883 $37K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 874 $37K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -10.2% 843 $35K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -18.3% 828 $35K
Rise Advisors, LLC 0.01% No change 823 $35K
Grove Bank & Trust 0.00% No change 800 $34K
William B. Walkup & Associates, Inc. 0.02% No change 794 $33K
Assetmark, Inc. 0.00% Add +75.3% 775 $33K
Curat Global, LLC 0.03% Add +5.5% 774 $32K
Fortis Group Advisors, LLC 0.01% No change 769 $32K
True Wealth Design, LLC 0.01% Reduce -5.6% 762 $32K
Cape Investment Advisory, Inc. 0.01% No change 746 $31K
Advisors Asset Management, Inc. 0.00% Reduce -2.9% 743 $31K
Toth Financial Advisory Corp. 0.00% Add +7.3% 740 $31K
Larson Financial Group LLC 0.00% Add +4.2% 738 $31K
GPS Wealth Strategies Group, LLC 0.00% No change 733 $31K
Bokf, NA 0.00% Reduce -16.4% 715 $30K
Tompkins Financial Corp. 0.00% No change 697 $29K
Strategic Wealth Partners, Ltd. 0.00% — 682 $29K
St Germain D J Co. Inc. 0.00% Add +135.2% 668 $28K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.3% 661 $28K
Addison Advisors LLC 0.01% Add +7.0% 656 $28K
DekaBank Deutsche Girozentrale 0.00% No change 642 $27K
Country Trust Bank 0.00% Add +23.0% 641 $27K
CENTRAL TRUST Co 0.00% Add +6.8% 627 $26K
Hemington Wealth Management 0.00% Add +11.2% 638 $26K
Asset Dedication, LLC 0.00% Add +5.9% 608 $26K
Abound Wealth Management 0.01% No change 598 $25K
Farmers & Merchants Investments Inc. 0.00% Add +4.2% 591 $25K
Global Retirement Partners, LLC 0.00% — 584 $25K
NBT Bank, N.A. 0.00% No change 563 $24K
DT Investment Partners, LLC 0.00% No change 540 $23K
PFS Partners, LLC 0.01% No change 536 $22K
Harbour Investments, Inc. 0.00% Add +49.0% 514 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.3% 513 $22K
Olistico Wealth, LLC 0.01% No change 511 $21K
SouthState Bank Corp 0.00% Add +141.0% 511 $21K
Spire Wealth Management 0.00% Reduce -20.8% 510 $21K
Estabrook Capital Management 0.00% Reduce -2.5% 501 $21K
LRI Investments, LLC 0.00% Reduce -5.2% 497 $21K
Eastern Bank 0.00% Reduce -24.5% 493 $21K
Morse Asset Management, Inc 0.00% New 475 $20K
Tortoise Investment Management, LLC 0.00% Reduce -1.5% 453 $19K
Essential Partners LLC 0.01% — 440 $18K
Knott David M Jr 0.01% No change 428 $18K
Elevation Point Wealth Partners, LLC 0.00% New 427 $18K
Indiana Trust & Investment Management Co 0.01% No change 423 $18K
Delos Wealth Advisors, LLC 0.01% New 420 $18K
Glen Eagle Advisors, LLC 0.00% No change 420 $18K
Aventura Private Wealth, LLC 0.01% No change 399 $17K
Smartleaf Asset Management LLC 0.00% Reduce -43.9% 401 $17K
Sittner & Nelson, LLC 0.01% Add +132.5% 393 $16K
Hartford Financial Management Inc. 0.00% No change 380 $16K
Hilltop National Bank 0.00% — 376 $16K
Wolff Wiese Magana LLC 0.01% Add +3610.0% 371 $16K
SOA Wealth Advisors, LLC. 0.00% Add +68.2% 370 $16K
Private Wealth Management Group, LLC 0.01% Add +6.7% 368 $15K
Rossby Financial, LCC 0.01% Reduce -8.5% 366 $15K
Armstrong Advisory Group, Inc. 0.00% No change 358 $15K
Bell Investment Advisors, Inc 0.00% Add +14.6% 353 $15K
Golden State Wealth Management, LLC 0.00% Add +205.4% 336 $14K
Evermay Wealth Management LLC 0.00% No change 327 $14K
Key Financial Inc 0.00% No change 325 $14K
Plante Moran Financial Advisors, LLC 0.00% No change 324 $14K
Barrett & Company, Inc. 0.01% Reduce -29.5% 315 $13K
Webster Bank, N. A. 0.00% Reduce -36.1% 308 $13K
Harbor Investment Advisory, LLC 0.00% Add +1.6% 308 $13K
Iat Reinsurance Co. LTD. 0.00% No change 300 $13K
Field & Main Bank 0.00% No change 300 $13K
Asset Planning,Inc 0.01% No change 299 $13K
Twin Lakes Capital Management, LLC 0.01% No change 296 $12K
Hughes Financial Services, LLC 0.00% Add +4.4% 404 $12K
Painted Porch Advisors LLC 0.00% No change 271 $11K
Evelyn Partners Investment Management LLP 0.00% No change 270 $11K
J.Safra Asset Management Corp 0.00% Reduce -29.9% 267 $11K
Luminist Capital LLC 0.01% New 264 $11K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -19.9% 274 $11K
Duncker Streett & Co. Inc. 0.00% Add +4.0% 258 $11K
S&T Bank 0.00% Reduce -7.2% 257 $11K
Banque Transatlantique SA 0.00% No change 252 $11K
GHP Investment Advisors, Inc. 0.00% No change 250 $10K
CoreCap Advisors, LLC 0.00% Add +20.2% 250 $10K
Retirement Wealth Solutions LLC 0.01% No change 246 $10K
Truvestments Capital LLC 0.00% No change 244 $10K
Nemes Rush Group LLC 0.00% No change 244 $10K
Creative Financial Designs Inc. 0.00% Add +89.2% 244 $10K
Valley National Advisers Inc. 0.00% Reduce -21.2% 257 $10K
SWAN Capital LLC 0.00% Add +492.5% 237 $10K
MTM Investment Management, LLC 0.00% New 235 $10K
Center for Financial Planning, Inc. 0.00% Add +7.4% 231 $10K
Financial Avengers, Inc. 0.00% No change 229 $10K
Fortitude Family Office, LLC 0.00% Reduce -14.0% 227 $10K
Archer Investment Corp 0.00% No change 219 $9K
Salomon & Ludwin, LLC 0.00% Add +225.8% 215 $9K
Gitterman Wealth Management, LLC 0.00% New 217 $9K
Cranbrook Wealth Management, LLC 0.00% No change 216 $9K
AllSquare Wealth Management LLC 0.01% No change 216 $9K
CKW Financial Group 0.00% No change 215 $9K
Mb, Levis & Associates, LLC 0.00% No change 210 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -1.4% 209 $9K
Total Investment Management Inc. 0.00% New 208 $9K
Platinum Investment Management Ltd. 0.00% No change 205 $9K
Clark Wealth Partners 0.01% No change 200 $8K
Chelsea Counsel Co. 0.00% No change 200 $8K
Raiffeisen Bank International AG 0.00% No change 200 $8K
Wealth Preservation Advisors, LLC 0.01% No change 199 $8K
1620 Investment Advisors, Inc. 0.01% Reduce -10.3% 191 $8K
Hanson & Doremus Investment Management 0.00% Add +15.5% 194 $8K
ESL Trust Services, LLC 0.00% No change 188 $8K
ORG Partners LLC 0.00% Reduce -5.6% 187 $8K
First United Bank & Trust 0.00% No change 180 $8K
Meeder Asset Management Inc. 0.00% No change 179 $8K
Pineridge Advisors LLC 0.00% No change 175 $7K
Oakworth Capital, Inc. 0.00% No change 174 $7K
MCF Advisors LLC 0.00% No change 173 $7K
POM Investment Strategies, LLC 0.01% No change 171 $7K
Hopwood Financial Services, Inc. 0.01% No change 168 $7K
Teachers Insurance & Annuity Association of America 0.01% No change 167 $7K
Tsfg, LLC 0.00% No change 155 $7K
Concord Wealth Partners 0.00% No change 166 $7K
Sachetta, LLC 0.00% Reduce -27.5% 158 $7K
Beacon Capital Management, LLC 0.00% No change 156 $7K
Godsey & Gibb, Inc. 0.00% No change 155 $7K
MPWM Advisory Solutions, LLC 0.00% No change 153 $6K
Pflug Koory, LLC 0.00% No change 146 $6K
TruNorth Capital Management, LLC 0.00% No change 142 $6K
Clearstead Trust, LLC 0.00% Reduce -0.7% 142 $6K
Inlight Wealth Management, LLC 0.00% No change 141 $6K
Darwin Wealth Management, LLC 0.00% No change 141 $6K
SJS Investment Consulting Inc. 0.00% Reduce -20.2% 138 $6K
Semmax Financial Advisors Inc. 0.00% No change 184 $6K
West Financial Advisors, LLC 0.00% No change 134 $6K
Leonteq Securities AG 0.00% Reduce -56.7% 130 $5K
Compagnie Lombard Odier SCmA 0.00% No change 129 $5K
BOK Financial Private Wealth, Inc. 0.00% No change 127 $5K
Blue Bell Private Wealth Management, LLC 0.00% No change 126 $5K
Ransom Advisory, Ltd 0.00% Reduce -24.2% 125 $5K
Avalon Trust Co 0.00% Reduce -1.6% 125 $5K
Medallion Wealth Advisors, LLC 0.00% Add +76.8% 122 $5K
Spurstone Advisory Services, LLC 0.08% No change 120 $5K
BankPlus Trust Department 0.00% Reduce -10.4% 120 $5K
Lanark Financial, Inc. 0.00% Reduce -12.4% 134 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 118 $5K
Boyd Watterson Asset Management LLC 0.00% No change 117 $5K
Trust Co. of Toledo NA 0.00% New 117 $5K
Maseco LLP 0.00% — 115 $5K
Pinnacle Financial Partners Inc 0.00% No change 115 $5K
Register Financial Advisors LLC 0.00% Reduce -20.8% 114 $5K
Princeton Global Asset Management LLC 0.00% Add +7.5% 114 $5K
Salem Investment Counselors Inc. 0.00% No change 111 $5K
Crowley Wealth Management, Inc. 0.00% No change 110 $5K
Dogwood Wealth Management LLC 0.00% Add +25.0% 100 $4K
Piscataqua Savings Bank 0.00% Reduce -90.2% 102 $4K
Sunbelt Securities, Inc. 0.00% Reduce -55.0% 123 $4K
Tradewinds Capital Management, LLC 0.00% No change 101 $4K
Pandora Wealth, Inc. 0.00% No change 100 $4K
Anchor Investment Management, LLC 0.00% No change 99 $4K
RMG Wealth Management LLC 0.00% — 102 $4K
Coston, McIsaac & Partners 0.00% No change 99 $4K
CX Institutional 0.00% No change 96 $4K
Kozak & Associates, Inc. 0.00% No change 93 $4K
Pinnacle Bancorp, Inc. 0.00% Reduce -56.3% 93 $4K
Pinney & Scofield, Inc. 0.00% No change 92 $4K
FSA Wealth Management LLC 0.00% No change 92 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 91 $4K
N.E.W. Advisory Services LLC 0.00% No change 91 $4K
Maryland Capital Advisors Inc. 0.00% No change 90 $4K
Consultiva Wealth Management, Corp. 0.01% No change 90 $4K
McIlrath & Eck, LLC 0.00% No change 90 $4K
Curio Wealth, LLC 0.00% Add +4350.0% 89 $4K
Bangor Savings Bank 0.00% No change 88 $4K
Richardson Capital Management LLC 0.00% No change 86 $4K
Caldwell Trust Co 0.00% No change 85 $4K
Prestige Wealth Management Group LLC 0.00% No change 84 $4K
Cedar Mountain Advisors, LLC 0.00% No change 81 $3K
Financial Gravity Companies, Inc. 0.00% — 80 $3K
Holos Integrated Wealth LLC 0.00% No change 107 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 76 $3K
Silicon Valley Capital Partners 0.00% Reduce -50.6% 76 $3K
CGC Financial Services, LLC 0.00% No change 73 $3K
Motco 0.00% New 80 $3K
Aviso Financial Inc. 0.00% No change 72 $3K
PrairieView Partners, LLC 0.00% No change 80 $3K
Aspect Partners, LLC 0.00% Reduce -18.6% 70 $3K
City State Bank 0.00% No change 68 $3K
Boreal Capital Management LLC 0.00% — 67 $3K
WPG Advisers, LLC 0.00% Reduce -83.7% 66 $3K
Tanglewood Legacy Advisors, LLC 0.00% No change 65 $3K
American National Bank & Trust 0.00% No change 64 $3K
Park Square Financial Group, LLC 0.00% No change 63 $3K
Richardson Financial Services Inc. 0.00% No change 61 $3K
WealthCollab, LLC 0.00% No change 60 $3K
Birchbrook, Inc. 0.00% Add +650.0% 60 $3K
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% No change 55 $2K
Lavaca Capital LLC 0.00% No change 55 $2K
Clarity Asset Management, Inc. 0.00% No change 52 $2K
Kilter Group LLC 0.00% New 51 $2K
NewSquare Capital LLC 0.00% Add +13.3% 51 $2K
Livelsberger Financial Advisory 0.04% New 50 $2K
Frazier Financial Advisors, LLC 0.00% No change 50 $2K
First Horizon Advisors, Inc. 0.00% Add +733.3% 50 $2K
Graney & King, LLC 0.00% No change 48 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 48 $2K
Heritage Wealth Advisors 0.00% No change 48 $2K
Centerpoint Advisors, LLC 0.00% No change 51 $2K
Optimum Investment Advisors 0.00% No change 46 $2K
Bare Financial Services, Inc 0.00% Add +170.6% 46 $2K
First Command Advisory Services, Inc. 0.00% Reduce -35.2% 46 $2K
Bank & Trust Co 0.00% No change 44 $2K
MV Capital Management, Inc. 0.00% Reduce -2.3% 43 $2K
North Star Investment Management Corp. 0.00% Reduce -65.0% 43 $2K
IFS Advisors, LLC 0.00% No change 42 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.7% 41 $2K
Kimelman & Baird, LLC 0.00% No change 40 $2K
Financial Network Wealth Advisors LLC 0.00% No change 40 $2K
CoreFirst Bank & Trust 0.00% New 40 $2K
Flagship Wealth Advisors, LLC 0.00% No change 40 $2K
VSM Wealth Advisory, LLC 0.00% Reduce -50.0% 40 $2K
Groupe la Francaise 0.00% Reduce -60.0% 40 $2K
Costello Asset Management, INC 0.00% No change 39 $2K
Financial Management Professionals, Inc. 0.00% No change 39 $2K
Elevation Wealth Partners, LLC 0.00% No change 37 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 34 $1K
Peoples Financial Services Corp. 0.00% No change 33 $1K
Thompson Investment Management, Inc. 0.00% New 30 $1K
Red Tortoise LLC 0.00% No change 29 $1K
Rialto Wealth Management, LLC 0.00% New 28 $1K
Horrell Capital Management, Inc. 0.00% New 27 $1K
Sound Income Strategies, LLC 0.00% Reduce -66.3% 27 $1K
Barnes Dennig Private Wealth Management LLC 0.00% Reduce -69.0% 26 $1K
Bogart Wealth, LLC 0.00% No change 26 $1K
Sierra Ocean, LLC 0.00% New 25 $1K
DHJJ Financial Advisors, Ltd. 0.00% Add +92.3% 25 $1K
Hoey Investments, Inc. 0.00% No change 24 $1K
Signature Resources Capital Management, LLC 0.00% No change 24 $1K
Activest Wealth Management 0.00% Add +1100.0% 24 $1K
Keener Financial Planning LLC 0.00% New 34 $1K
Capital Advisors, Ltd. LLC 0.00% No change 33 $1K
Cheviot Value Management, LLC 0.00% No change 32 $982
Murphy & Mullick Capital Management Corp 0.00% No change 25 $944
SIMA Wealth Partners, LLC 0.00% No change 21 $882
Crewe Advisors LLC 0.00% No change 21 $882
Mascoma Wealth Management LLC 0.00% No change 21 $881
WealthTrak Capital Management LLC 0.00% Add +33.3% 20 $840
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $840
Islay Capital Management, LLC 0.00% No change 20 $839
Ridgewood Investments LLC 0.00% No change 20 $839
Fourth Dimension Wealth, LLC 0.00% No change 20 $839
City Holding Co. 0.00% No change 20 $839
Albion Financial Group 0.00% No change 19 $798
New England Capital Financial Advisors LLC 0.00% No change 18 $756
Financial Freedom, LLC 0.00% Reduce -89.4% 17 $714
JNBA Financial Advisors 0.00% No change 17 $714
CVA Family Office, LLC 0.00% Add +21.4% 17 $713
Pacific Center for Financial Services 0.00% No change 16 $672
Cornerstone Planning Group LLC 0.00% Add +1050.0% 23 $666
Bruce G. Allen Investments, LLC 0.00% No change 15 $629
Colonial Trust Advisors 0.00% Reduce -96.9% 15 $629
Family CFO Inc 0.00% New 14 $587
HFM Investment Advisors, LLC 0.00% Add +75.0% 14 $587
ROSS\JOHNSON & Associates LLC 0.01% Reduce -53.6% 13 $545
Quaker Wealth Management, LLC 0.00% — 12 $504
Stone House Investment Management, LLC 0.00% Add +140.0% 12 $504
Northwest Capital Management Inc 0.00% No change 11 $462
Bay Harbor Wealth Management, LLC 0.00% Add +37.5% 11 $461
Wells Financial Advisors INC 0.00% No change 10 $420
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 10 $420
North Capital, Inc. 0.00% No change 10 $420
Main Street Group, LTD 0.00% Reduce -75.0% 10 $420
Legacy Investment Solutions, LLC 0.00% — 10 $420
Legacy Wealth Managment, LLC 0.00% New 10 $420
Riggs Asset Managment Co. Inc. 0.00% No change 10 $420
Global Wealth Strategies & Associates 0.00% No change 10 $420
Community Bank, N.A. 0.00% No change 10 $419
Parkworth Wealth Management, Inc. 0.00% Add +50.0% 9 $378
Centennial Bank 0.00% No change 9 $378
GoalVest Advisory LLC 0.00% No change 9 $378
REAP Financial Group, LLC 0.00% No change 9 $378
Principia Wealth Advisory, LLC 0.00% Add +700.0% 8 $336
Harbor Asset Planning, Inc. 0.00% — 8 $336
Financial Perspectives, Inc 0.00% No change 8 $336
Transce3nd, LLC 0.00% No change 8 $336
Strengthening Families & Communities, LLC 0.00% No change 7 $294
HighMark Wealth Management LLC 0.00% New 6 $252
Strategic Investment Solutions, Inc. 0.00% Reduce -90.0% 6 $252
Mark Sheptoff Financial Planning, LLC 0.00% No change 5 $210
Mechanics Financial Corp 0.00% No change 5 $210
Colonial Trust Co / SC 0.00% No change 5 $210
Kiker Wealth Management, LLC 0.00% No change 4 $168
Brown, Lisle/Cummings, Inc. 0.00% New 4 $168
Physician Wealth Advisors, Inc. 0.00% No change 4 $168
Comprehensive Financial Planning, Inc. 0.00% No change 3 $126
Accredited Wealth Management, LLC 0.00% No change 3 $126
Raffa Wealth Management, LLC 0.00% No change 3 $126
GFG Capital, LLC 0.00% New 3 $126
Your Advocates Ltd., LLP 0.00% No change 3 $126
Fairscale Capital, LLC 0.00% No change 3 $113
HHM Wealth Advisors, LLC 0.00% No change 2 $84
Park Place Capital Corp 0.00% No change 2 $84
American Capital Advisory, LLC 0.00% Reduce -84.6% 2 $84
YANKCOM Partnership 0.00% New 2 $84
Westside Investment Management, Inc. 0.00% No change 1 $42
Global Trust Asset Management, LLC 0.00% No change 1 $42
Burkett Financial Services, LLC 0.00% No change 1 $42
Hazlett, Burt & Watson, Inc. 0.00% No change 7 $0
Resources Management Corp. /CT/ 0.00% No change 3 $0
Pin Oak Investment Advisors Inc. 0.00% No change 27 $0
Roble, Belko & Company, Inc 0.00% No change 5 $0
FNY Investment Advisers, LLC 0.00% New 13 $0
JTC Employer Solutions Trustee Ltd 0.00% No change 31 $0
Financial Connections Group, Inc. 0.00% New 3 $0
Wood Tarver Financial Group, LLC 0.00% No change 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.