Kyndryl HoldingsKD

13F holders, Q3 2025 (September 30)
690holders −46
64new positions
104sold out
8famous investors
$30.03avg. 13F price*

At the end of Q3 2025, 690 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, down 46 from Q2 2025. 64 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($846.4M), FMR LLC ($811.1M) and BlackRock, Inc. ($675.9M). 8 famous investors held it, including David Einhorn (5.1% of Greenlight Capital (DME Capital Management)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$116.9M
Exits104$192.0M

All 13F filers, Q2 2025 → Q3 2025: 22,744,124 shares bought and 16,297,896 shares sold, net +6,446,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 690 holders

Vanguard Group Inc. 0.01% Add +6.1% 28,186,677 $846.4M
FMR LLC 0.04% Reduce -8.8% 27,008,945 $811.1M
BlackRock, Inc. 0.01% Reduce -1.5% 22,506,836 $675.9M
Neuberger Berman Group LLC 0.33% Add +22.5% 15,119,499 $454.1M
State Street Corp. 0.01% Add +0.4% 7,469,943 $224.3M
Dimensional Fund Advisors LP 0.03% Add +4.1% 4,607,829 $138.4M
Geode Capital Management, LLC 0.01% Add +2.7% 4,393,116 $132.5M
Greenlight Capital (DME Capital Management) 5.13% Add +31.2% 4,343,627 $130.4M
AQR Capital Management 0.08% Add +386.2% 4,187,177 $125.1M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -0.6% 3,717,429 $111.6M
Charles Schwab Investment Management Inc. 0.01% Add +35.2% 2,453,144 $73.7M
GMT Capital Corp 3.22% Reduce -25.3% 2,364,860 $71.0M
Zimmer Partners, LP 1.63% Add +14.3% 2,227,904 $66.9M
Cortland Associates Inc. 7.47% Add +39.2% 2,105,082 $63.2M
Sound Shore Management Inc 2.02% New 2,035,069 $61.1M
UBS Group AG 0.01% Add +50.0% 2,028,338 $60.9M
Northern Trust Corp. 0.01% Reduce -1.8% 2,011,189 $60.4M
Morgan Stanley 0.00% Add +1.4% 1,991,960 $59.8M
Bank of America Corp. 0.00% Add +0.7% 1,779,779 $53.4M
Invesco Ltd. 0.01% Reduce -5.6% 1,748,447 $52.5M
Royce & Associates LP 0.52% Add +18.9% 1,730,416 $52.0M
Bank of New York Mellon Corp 0.01% Reduce -12.0% 1,587,511 $47.7M
Allspring Global Investments Holdings, LLC 0.08% Reduce -20.8% 1,577,127 $47.3M
Westfield Capital Management Co. LP 0.17% Reduce -44.6% 1,315,656 $39.5M
Deutsche Bank AG 0.01% Reduce -0.2% 1,199,439 $36.0M
Allianz Asset Management GmbH 0.04% Add +56.1% 1,077,425 $32.4M
Arnhold LLC 2.54% Add +19.5% 1,010,671 $30.4M
American Century Companies Inc. 0.01% Add +9.4% 917,486 $27.6M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -0.3% 876,500 $26.3M
Goldman Sachs Group Inc. 0.00% Add +88.0% 847,966 $25.5M
Douglas Lane & Associates, LLC 0.34% Reduce -6.4% 816,133 $24.5M
First Trust Advisors LP 0.02% Add +79.5% 732,458 $22.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -37.0% 706,918 $21.2M
Federated Hermes, Inc. 0.04% Add +1167.2% 691,496 $20.8M
JPMorgan Chase & Co. 0.00% Add +10.3% 642,388 $19.3M
Tidal Investments LLC 0.08% Add +25.4% 631,056 $19.0M
Leith Wheeler Investment Counsel Ltd. 1.28% New 629,811 $18.9M
Thrivent Financial for Lutherans 0.04% Add +18.2% 616,006 $18.5M
Rhumbline Advisers 0.01% Reduce -2.5% 612,433 $18.4M
Russell Investments Group, Ltd. 0.02% Add +10.0% 602,492 $18.1M
Ameriprise Financial Inc. 0.00% Add +31.9% 596,368 $17.9M
Millennium Management 0.01% Add +537.0% 580,607 $17.4M
First Manhattan Co. Llc. 0.05% Add +172.1% 575,246 $17.3M
Rockefeller Capital Management L.P. 0.03% Add +31.9% 572,785 $17.2M
Candriam S.C.A. 0.09% Add +313.5% 572,769 $17.2M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -24.1% 550,000 $16.5M
Vident Advisory, LLC 0.16% Reduce -0.6% 537,269 $16.1M
Principal Financial Group Inc. 0.01% Reduce -2.7% 513,686 $15.4M
MetLife Investment Management, LLC 0.07% Reduce -15.4% 500,037 $15.0M
Legal & General Group Plc 0.00% Reduce -9.2% 488,365 $14.7M
Nordea Investment Management AB 0.01% Reduce -3.9% 486,500 $14.5M
GW&K Investment Management, LLC 0.13% Add +28.4% 479,951 $14.4M
Swiss National Bank 0.01% Add +0.9% 448,700 $13.5M
Raymond James Financial Inc. 0.00% Add +10.7% 440,431 $13.2M
California Public Employees Retirement System 0.01% Add +3.1% 415,381 $12.5M
Nuveen, LLC 0.00% Reduce -57.1% 408,665 $12.3M
Loomis Sayles & Co. L P 0.01% Add +1.1% 390,061 $11.7M
New York State Common Retirement Fund 0.01% Add +7.0% 385,913 $11.6M
Ancora Advisors LLC 0.23% Add +4.3% 382,761 $11.5M
Wells Fargo & Company 0.00% Add +68.0% 379,230 $11.4M
Penn Capital Management Company, LLC 0.87% Add +1.2% 375,360 $11.3M
Mackenzie Financial Corp. 0.01% Add +89.0% 364,927 $11.0M
Penserra Capital Management LLC 0.11% Add +21.1% 315,439 $9.5M
Alliancebernstein L.P. 0.00% Add +4.5% 311,417 $9.4M
ING Groep NV 0.05% New 305,952 $9.2M
D. E. Shaw & Co. 0.01% Add +130.2% 304,015 $9.1M
Frontier Capital Management Co. LLC 0.08% Reduce -36.6% 295,723 $8.9M
Barclays PLC 0.00% Add +65.3% 282,963 $8.5M
Retirement Systems of Alabama 0.03% Reduce -1.7% 279,467 $8.4M
National Bank of Canada 0.01% Add +8.3% 271,738 $8.2M
OP Asset Management Ltd 0.11% Add +45.1% 268,244 $8.1M
Gotham Asset Management 0.03% Reduce -54.8% 258,707 $7.8M
Prudential Financial Inc. 0.01% Reduce -44.6% 255,217 $7.7M
Boston Partners 0.01% Add +21.7% 253,678 $7.6M
LPL Financial LLC 0.00% Add +57.9% 252,780 $7.6M
Bastion Asset Management Inc. 4.22% New 235,941 $7.3M
Treasurer of the State of North Carolina 0.02% Add +121.8% 239,618 $7.2M
Ieq Capital, LLC 0.02% Add +458.8% 238,832 $7.2M
Amundi 0.00% Reduce -25.7% 233,416 $7.1M
Braun Stacey Associates Inc. 0.22% Reduce -56.4% 225,644 $6.8M
Sei Investments Co. 0.01% Add +9.4% 222,050 $6.7M
Diversify Advisory Services, LLC 0.22% Add +37.3% 230,402 $6.6M
New York State Teachers Retirement System 0.01% Add +3.8% 219,041 $6.6M
California State Teachers Retirement System 0.01% Reduce -1.6% 217,003 $6.5M
Phocas Financial Corp. 0.83% Add +2.2% 212,512 $6.4M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.2% 206,986 $6.2M
Voya Investment Management LLC 0.01% Add +40.6% 198,958 $6.0M
Prelude Capital Management, LLC 0.46% Add +46.0% 193,772 $5.8M
T. Rowe Price Associates Inc. 0.00% Add +6.7% 190,957 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Add +0.4% 190,036 $5.7M
Comerica Bank 0.02% Reduce -67.4% 171,834 $5.2M
GAMCO Investors 0.05% Reduce -1.9% 170,715 $5.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.1% 166,114 $5.0M
Cozad Asset Management Inc. 0.38% New 156,993 $4.7M
Intech Investment Management LLC 0.04% Add +77.6% 155,996 $4.7M
STRS Ohio 0.02% Reduce -13.8% 155,731 $4.7M
Hilton Capital Management, LLC 0.37% Add +4.9% 152,220 $4.6M
Susquehanna International Group, LLP 0.01% Add +133.5% 147,338 $4.4M
Cwm, LLC 0.01% Add +396.9% 138,224 $4.2M
Verition Fund Management LLC 0.02% Add +35.3% 125,558 $3.8M
Sky Investment Group LLC 0.63% Add +18.6% 122,980 $3.7M
State of Wisconsin Investment Board 0.01% Add +0.0% 122,296 $3.7M
Qube Research & Technologies Ltd 0.01% Reduce -88.7% 122,148 $3.7M
Cerity Partners LLC 0.01% Add +113.5% 121,216 $3.6M
Envestnet Asset Management Inc. 0.00% Add +113.6% 120,083 $3.6M
Mariner, LLC 0.00% Add +92.3% 109,281 $3.3M
Jane Street Group, LLC 0.00% Add +883.7% 108,355 $3.3M
Mutual of America Capital Management LLC 0.03% Reduce -7.8% 106,749 $3.2M
Edgestream Partners, L.P. 0.09% Reduce -45.2% 106,614 $3.2M
Amalgamated Bank 0.02% Reduce -0.5% 105,883 $3.2M
Janus Henderson Group PLC 0.00% Add +5.8% 104,009 $3.1M
Police & Firemen's Retirement System of New Jersey 0.02% Add +15.3% 102,691 $3.1M
Citigroup Inc. 0.00% Add +96.4% 94,384 $2.8M
Franklin Resources Inc. 0.00% Reduce -25.8% 93,907 $2.8M
Tudor Investment Corporation 0.02% Add +48.3% 92,077 $2.8M
Quantbot Technologies LP 0.07% New 90,377 $2.7M
Nisa Investment Advisors, LLC 0.01% Reduce -25.4% 87,300 $2.6M
Creative Planning 0.00% Add +67.3% 84,755 $2.5M
Illinois Municipal Retirement Fund 0.03% Add +259.6% 82,817 $2.5M
State of Tennessee, Department of Treasury 0.01% No change 82,024 $2.5M
State of New Jersey Common Pension Fund D 0.01% Add +0.9% 81,859 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +65.9% 82,122 $2.5M
HRT Financial LP 0.01% Add +9.8% 81,127 $2.4M
Mercer Global Advisors Inc. 0.00% Add +160.5% 80,869 $2.4M
State of Alaska, Department of Revenue 0.02% Add +205.3% 79,648 $2.4M
Convergence Investment Partners, LLC 0.53% Add +26.2% 78,932 $2.4M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 77,612 $2.3M
Yousif Capital Management, LLC 0.02% Reduce -8.5% 76,293 $2.3M
TCTC Holdings, LLC 0.07% Reduce -0.1% 75,195 $2.3M
Citadel Advisors 0.00% Reduce -80.1% 74,405 $2.2M
Two Sigma Advisers, LP 0.00% Add +34.1% 72,700 $2.2M
Brevan Howard Capital Management LP 0.03% Add +7.5% 72,073 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.3% 69,936 $2.1M
Arax Advisory Partners 0.03% Add +2723.5% 68,583 $2.1M
Arizona State Retirement System 0.01% Add +0.8% 68,481 $2.1M
Money Concepts Capital Corp. 0.13% Add +26.6% 67,888 $2.0M
HERALD INVESTMENT MANAGEMENT Ltd 0.27% No change 67,000 $2.0M
Stifel Financial Corp. 0.00% Reduce -10.3% 65,999 $2.0M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 64,300 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 64,255 $1.9M
Empowered Funds, LLC 0.02% Add +997.9% 63,965 $1.9M
Cetera Investment Advisers 0.00% Add +99.9% 63,088 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.8% 59,323 $1.8M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +53.5% 59,230 $1.8M
Handelsbanken Fonder AB 0.01% No change 57,900 $1.7M
Commerce Bank 0.01% Add +2.0% 55,761 $1.7M
J. Goldman & Co LP 0.06% Reduce -69.3% 55,382 $1.7M
State of Michigan Retirement System 0.01% Reduce -1.6% 55,034 $1.7M
Simplex Trading, LLC 0.04% Reduce -7.7% 54,282 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -8.4% 53,612 $1.6M
Royal Bank of Canada 0.00% Add +22.0% 53,369 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.8% 51,521 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -44.5% 50,529 $1.5M
Maxi Investments CY Ltd 0.31% New 50,000 $1.5M
Corient Private Wealth LP 0.00% Add +35.9% 49,967 $1.5M
Captrust Financial Advisors 0.00% Add +54.0% 49,929 $1.5M
Gabelli Funds LLC 0.01% Reduce -9.9% 49,784 $1.5M
SG Americas Securities, LLC 0.01% Add +241.3% 49,269 $1.5M
KLP Kapitalforvaltning As 0.01% No change 48,100 $1.4M
New Mexico Educational Retirement Board 0.04% No change 47,589 $1.4M
HSBC Holdings PLC 0.00% Reduce -37.1% 47,608 $1.4M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.4% 46,539 $1.4M
Natixis Advisors, LLC 0.00% Reduce -25.6% 46,528 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -33.4% 45,400 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.1% 43,329 $1.3M
Alpha Omega Wealth Management LLC 0.22% Add +29.2% 43,251 $1.3M
Cacti Asset Management LLC 0.08% No change 42,760 $1.3M
Pacer Advisors, Inc. 0.00% Add +148.3% 41,856 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -11.5% 41,403 $1.2M
XTX Topco Ltd 0.06% Add +204.3% 39,764 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -14.4% 39,740 $1.2M
MML Investors Services, LLC 0.00% Add +696.7% 38,806 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +14.2% 37,977 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +10.3% 37,699 $1.1M
HighTower Advisors, LLC 0.00% Reduce -42.0% 37,014 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -88.9% 36,053 $1.1M
AE Wealth Management LLC 0.01% Add +580.1% 36,004 $1.1M
Bank of Montreal 0.00% Reduce -10.6% 35,929 $1.1M
Quantinno Capital Management LP 0.00% Add +20.7% 35,209 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -5.6% 33,927 $1.1M
Victory Capital Management Inc. 0.00% Reduce -67.8% 34,288 $1.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 34,018 $1.0M
Versor Investments LP 0.19% Add +496.5% 34,000 $1.0M
Landscape Capital Management, L.L.C. 0.06% Reduce -23.4% 33,080 $993K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.2% 32,914 $989K
Pictet Asset Management Holding SA 0.00% Reduce -19.1% 31,995 $961K
Danske Bank A/S 0.00% Reduce -86.9% 31,747 $953K
Trexquant Investment LP 0.01% Reduce -92.4% 31,733 $953K
Ritholtz Wealth Management 0.02% Reduce -9.2% 30,987 $931K
Focus Partners Wealth 0.00% Add +76.4% 30,955 $929K
Covestor Ltd 0.51% Add +4.2% 30,881 $928K
Total Clarity Wealth Management, Inc. 0.24% New 30,042 $902K
Oppenheimer & Co. Inc. 0.01% Add +14.1% 29,654 $891K
Elo Mutual Pension Insurance Co 0.01% Add +16.2% 28,449 $854K
Natixis 0.00% Reduce -14.4% 28,287 $849K
Xponance LLC 0.01% Add +0.8% 28,001 $841K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +13.1% 27,817 $835K
Glenview Trust Co 0.01% Reduce -0.1% 27,149 $815K
Neo Ivy Capital Management 0.20% Reduce -23.2% 26,888 $807K
Vestcor Inc 0.02% New 26,582 $798K
Greenwich Wealth Management LLC 0.04% Add +3.5% 26,362 $792K
Jones Financial Companies LLLP 0.00% Add +34.0% 26,411 $778K
Equitable Holdings, Inc. 0.01% Add +2.8% 25,560 $768K
Fluent Financial, LLC 0.30% Add +45.4% 25,388 $762K
Merit Financial Group, LLC 0.01% Add +139.9% 25,135 $755K
Truist Financial Corp. 0.00% Add +18.5% 25,029 $752K
Beacon Pointe Advisors, LLC 0.01% New 24,770 $744K
Clifford Swan Investment Counsel LLC 0.02% Reduce -38.4% 24,490 $735K
Fulton Bank, N.A. 0.03% Reduce -14.4% 24,369 $732K
Public Employees Retirement Association of Colorado 0.00% No change 24,015 $721K
Harbor Capital Advisors, Inc. 0.06% Reduce -70.6% 23,610 $709K
First Eagle Investment Management, LLC 0.00% Add +164.0% 23,600 $709K
New York Life Investment Management LLC 0.01% Reduce -3.7% 23,455 $704K
Sterneck Capital Management, LLC 0.32% Add +20.0% 22,586 $678K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -0.3% 22,312 $670K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.4% 22,116 $664K
IMC-Chicago, LLC 0.01% New 22,077 $663K
Summit Trail Advisors, LLC 0.01% New 21,296 $640K
SCS Capital Management LLC 0.01% Add +176.8% 21,014 $631K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +21.7% 20,779 $623K
Oppenheimer Asset Management Inc. 0.01% Add +23.7% 20,705 $622K
Brighton Jones LLC 0.01% New 20,355 $611K
US Bancorp \de 0.00% Add +12.5% 20,324 $610K
Quadrant Capital Group LLC 0.02% Reduce -1.6% 20,207 $607K
Allworth Financial LP 0.00% Add +70.7% 20,159 $605K
Axq Capital, LP 0.23% Add +229.7% 20,066 $603K
Twin Capital Management Inc. 0.08% Reduce -50.2% 20,027 $601K
Pathstone Holdings, LLC 0.00% Add +1.7% 19,810 $595K
Federation des caisses Desjardins du Quebec 0.00% Add +379.8% 19,485 $585K
Westover Capital Advisors, LLC 0.11% Reduce -77.3% 19,460 $584K
Jump Financial, LLC 0.01% New 18,736 $563K
Independent Financial Group, LLC 0.01% Add +10.3% 18,726 $562K
BTC Capital Management, Inc. 0.04% Add +106.8% 18,670 $561K
Pallas Capital Advisors LLC 0.02% Add +67.3% 18,571 $558K
CIBC Private Wealth Group LLC 0.00% Add +1.3% 18,198 $546K
Inspire Advisors, LLC 0.05% New 17,735 $533K
Securian Asset Management, Inc. 0.01% Reduce -2.0% 17,311 $520K
SummitTX Capital, L.P. 0.02% Add +39.8% 17,026 $511K
Campbell & CO Investment Adviser LLC 0.04% Reduce -39.2% 16,896 $507K
one8zero8, LLC 0.11% Add +18.0% 16,712 $502K
Wedmont Private Capital 0.02% Reduce -11.1% 16,768 $501K
180 Wealth Advisors, LLC 0.06% Reduce -10.2% 16,448 $494K
Tower Research Capital LLC (TRC) 0.01% Add +107.6% 16,241 $488K
Focus Partners Advisor Solutions, LLC 0.01% Add +78.7% 16,588 $473K
Ballentine Partners, LLC 0.01% Add +28.7% 15,486 $465K
Integrated Wealth Concepts LLC 0.00% Add +47.3% 14,945 $449K
Crossmark Global Holdings, Inc. 0.01% Add +3.4% 14,625 $439K
Bridgefront Capital, LLC 0.13% New 14,372 $432K
Catalyst Funds Management Pty Ltd 0.06% New 13,900 $417K
Measured Wealth Private Client Group, LLC 0.11% Add +76.1% 13,843 $416K
Arjuna Capital 0.10% Reduce -31.2% 13,792 $414K
Synovus Financial Corp. 0.00% Reduce -48.4% 13,523 $406K
1ST Source Bank 0.02% No change 13,405 $403K
Sterling Capital Management LLC 0.01% Reduce -7.1% 13,402 $402K
Transcend Capital Advisors, LLC 0.03% Add +29.9% 13,161 $395K
Bleakley Financial Group, LLC 0.01% Reduce -4.4% 13,064 $392K
Sender Co & Partners, Inc. 0.15% New 12,952 $389K
Andra AP-fonden 0.00% New 12,800 $384K
Janney Montgomery Scott LLC 0.00% Reduce -41.8% 12,524 $376K
Utah Retirement Systems 0.00% No change 12,226 $367K
Atria Investments, Inc 0.00% Add +75.7% 11,975 $360K
Brown Advisory Inc. 0.00% Reduce -6.7% 11,800 $354K
denkapparat Operations GmbH 0.22% No change 11,738 $352K
Maryland State Retirement & Pension System 0.01% Add +9.3% 11,614 $349K
Pinebridge Investments, L.P. 0.00% New 11,309 $340K
Ethic Inc. 0.01% Reduce -47.3% 11,204 $336K
SBI Securities Co., Ltd. 0.01% Reduce -60.5% 11,013 $331K
M&T Bank Corp 0.00% Reduce -13.9% 10,948 $329K
Swiss Life Asset Management Ltd 0.00% Add +79.5% 10,797 $324K
Stansberry Asset Management, LLC 0.03% No change 10,425 $313K
Benjamin Edwards Inc. 0.00% New 10,363 $311K
Aspen Grove Capital, LLC 0.05% Add +0.2% 10,355 $311K
AlphaQuest LLC 0.02% Add +11.6% 10,151 $305K
Wolverine Trading, LLC 0.01% New 10,013 $301K
Cynosure Group, LLC 0.03% No change 9,998 $300K
Rothschild Investment LLC 0.02% Add +207.6% 9,936 $298K
ProShare Advisors LLC 0.00% Reduce -4.7% 9,832 $295K
Savant Capital, LLC 0.00% Reduce -11.2% 9,797 $294K
NorthCrest Asset Manangement, LLC 0.01% New 9,708 $290K
Sanctuary Advisors, LLC 0.00% Add +79.3% 9,414 $283K
Castlekeep Investment Advisors LLC 0.13% No change 9,314 $280K
Concurrent Investment Advisors, LLC 0.00% New 8,806 $264K
Red Door Wealth Management, LLC 0.03% Add +34.4% 8,798 $264K
NorthCoast Asset Management LLC 0.00% Add +34.5% 8,785 $264K
Frank, Rimerman Advisors LLC 0.02% Reduce -1.9% 8,770 $263K
Aigen Investment Management, LP 0.04% New 8,717 $262K
HB Wealth Management, LLC 0.00% Add +62.9% 8,715 $262K
Midwest Trust Co 0.00% Reduce -0.2% 8,707 $261K
Greenleaf Trust 0.00% Reduce -4.2% 8,690 $261K
Gsa Capital Partners LLP 0.02% New 8,650 $260K
Kestra Advisory Services, LLC 0.00% Add +2.1% 8,502 $255K
Shelton Capital Management 0.01% No change 8,468 $254K
Kickstand Ventures, Llc. 0.06% New 8,383 $252K
Krilogy Financial LLC 0.01% New 9,630 $252K
Baldwin Investment Management, LLC 0.03% New 8,380 $252K
Waverly Advisors, LLC 0.00% New 8,378 $252K
Two Sigma Investments, LP 0.00% New 8,377 $252K
Shell Asset Management Co. 0.03% Reduce -61.2% 8,313 $250K
Coldstream Capital Management Inc. 0.00% Add +3.8% 8,235 $247K
Snowden Capital Advisors LLC 0.01% New 8,158 $245K
Forum Financial Management, LP 0.00% Add +2.1% 8,109 $244K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 8,100 $243K
DAVENPORT & Co LLC 0.00% New 8,054 $242K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -25.0% 8,022 $241K
Journey Strategic Wealth LLC 0.01% Add +34.4% 7,990 $240K
Fieldview Capital Management, LLC 0.04% Reduce -94.4% 7,904 $237K
Dorsey & Whitney Trust CO LLC 0.01% No change 7,863 $236K
Innealta Capital, LLC 0.11% No change 7,505 $225K
Anb Bank 0.09% Reduce -1.9% 7,428 $223K
Storebrand Asset Management As 0.00% No change 7,390 $222K
Cohen Capital Management, Inc. 0.03% Reduce -2.2% 7,246 $218K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.4% 7,225 $217K
CIBC Asset Management Inc 0.00% No change 7,213 $217K
Plancorp, LLC 0.01% Add +33.8% 7,124 $214K
Great Lakes Advisors, LLC 0.00% Reduce -2.9% 7,026 $211K
TD Private Client Wealth LLC 0.00% Add +179.2% 6,891 $207K
Citizens Financial Group Inc. 0.00% New 6,782 $204K
Punch & Associates Investment Management, Inc. 0.01% Add +27.1% 6,770 $203K
Fidelity D & D Bancorp Inc. 0.11% No change 6,761 $203K
Moneta Group Investment Advisors LLC 0.00% Reduce -9.8% 6,697 $201K
Stephens Inc. 0.00% Add +0.8% 6,674 $200K
State of Wyoming 0.02% Reduce -51.6% 6,556 $197K
KBC Group NV 0.00% No change 6,407 $192K
Farther Finance Advisors, LLC 0.00% Add +19.4% 6,383 $192K
Private Wealth Asset Management, LLC 0.02% No change 5,578 $168K
Bessemer Group Inc. 0.00% Add +37.4% 4,777 $143K
Clearstead Advisors, LLC 0.00% Add +35.2% 4,454 $134K
Essential Partners LLC 0.04% Add +900.7% 4,403 $132K
EverSource Wealth Advisors, LLC 0.01% Add +227.7% 4,349 $131K
Wilmington Savings Fund Society, FSB 0.00% Reduce -40.9% 4,282 $129K
Blue Trust, Inc. 0.00% Add +50.2% 4,067 $122K
Wealthspire Advisors, LLC 0.00% Reduce -27.9% 4,061 $122K
Parallel Advisors, LLC 0.00% Add +5.9% 3,899 $117K
IFP Advisors, Inc 0.00% Add +77.4% 3,857 $116K
Signaturefd, LLC 0.00% Reduce -3.9% 3,816 $115K
Nomura Asset Management Co. Ltd. 0.00% No change 3,790 $114K
NewEdge Advisors, LLC 0.00% Add +56.1% 3,596 $108K
GAMMA Investing LLC 0.01% Reduce -23.4% 3,515 $106K
LSV Asset Management 0.00% New 3,500 $105K
Trust Co. of Vermont 0.00% Add +16.2% 3,411 $102K
HM Payson & Co. 0.00% Add +145.2% 3,384 $102K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.1% 3,064 $92K
Fifth Third Bancorp 0.00% Add +1.2% 2,604 $78K
UMB Bank, n.a. 0.00% Reduce -14.2% 2,589 $78K
Advisory Services Network, LLC 0.00% New 2,585 $78K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -5.1% 2,369 $71K
Walleye Trading LLC 0.00% New 2,276 $68K
MAI Capital Management 0.00% Reduce -14.2% 2,237 $67K
Whittier Trust Co. 0.00% Add +0.8% 2,188 $66K
FNY Investment Advisers, LLC 0.02% Add +15653.9% 2,048 $61K
Hantz Financial Services, Inc. 0.00% Add +33.7% 1,962 $59K
Walleye Capital LLC 0.00% Reduce -68.2% 1,689 $51K
Atlantic Union Bankshares Corp 0.00% Add +16.1% 1,662 $50K
Community Bank, N.A. 0.01% Add +16000.0% 1,610 $48K
Montag A & Associates Inc. 0.00% Add +20.1% 1,583 $48K
Siemens Fonds Invest GmbH 0.00% No change 1,576 $47K
True Wealth Design, LLC 0.01% Add +103.0% 1,547 $46K
Principal Securities, Inc. 0.00% Add +15.2% 1,505 $45K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -85.5% 1,500 $45K
Investors Research Corp 0.01% No change 1,480 $44K
Geneos Wealth Management Inc. 0.00% Reduce -3.6% 1,434 $43K
Quent Capital, LLC 0.00% New 1,414 $42K
Smithfield Trust Co 0.00% Reduce -29.5% 1,421 $42K
TFC Financial Management, Inc. 0.01% No change 1,368 $41K
CI Investments Inc. 0.00% Add +18.2% 1,355 $41K
Huntington National Bank 0.00% Reduce -16.6% 1,365 $41K
Optiver Holding B.V. 0.00% New 1,348 $40K
TD Waterhouse Canada Inc. 0.00% Reduce -4.8% 1,333 $40K
Private Trust Co. NA 0.00% Add +23.4% 1,241 $37K
Smartleaf Asset Management LLC 0.00% Add +192.0% 1,171 $35K
Compass Financial Services Inc 0.02% No change 1,171 $35K
Employees Retirement System of Texas 0.00% No change 1,158 $35K
Parkside Financial Bank & Trust 0.00% Add +17.5% 1,129 $34K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,101 $33K
Broadwater Capital Management LLC 0.02% Reduce -97.6% 1,037 $31K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,030 $31K
Millstone Evans Group, LLC 0.02% No change 1,019 $31K
Ssa Swiss Advisors AG 0.01% No change 1,015 $31K
NFSG Corp 0.00% No change 980 $29K
Assetmark, Inc. 0.00% Add +20.6% 935 $28K
Hollencrest Capital Management 0.00% No change 900 $27K
Whittier Trust Co. of Nevada Inc. 0.00% Add +4.3% 879 $27K
Caldwell Sutter Capital, Inc. 0.01% Reduce -1.0% 885 $27K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 874 $26K
Rakuten Securities, Inc. 0.01% Reduce -77.2% 828 $25K
Rise Advisors, LLC 0.01% No change 823 $25K
Peck Wealth Management, LLC 0.02% — 800 $24K
Grove Bank & Trust 0.00% No change 800 $24K
Brown Brothers Harriman & Co. 0.00% Reduce -62.7% 798 $24K
William B. Walkup & Associates, Inc. 0.01% No change 794 $24K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 828 $24K
Curat Global, LLC 0.02% No change 774 $23K
Fortis Group Advisors, LLC 0.00% No change 769 $23K
Larson Financial Group LLC 0.00% Add +0.1% 739 $22K
Bokf, NA 0.00% Add +3.4% 739 $22K
Deseret Mutual Benefit Administrators 0.01% Reduce -20.7% 736 $22K
GPS Wealth Strategies Group, LLC 0.00% No change 733 $22K
AdvisorNet Financial, Inc 0.00% Reduce -39.0% 721 $22K
Strategic Wealth Partners, Ltd. 0.00% Add +2.5% 699 $21K
Toth Financial Advisory Corp. 0.00% Reduce -6.8% 690 $21K
Harbour Investments, Inc. 0.00% Add +29.8% 667 $20K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 661 $20K
Addison Advisors LLC 0.00% No change 656 $20K
Country Trust Bank 0.00% No change 641 $19K
Global Retirement Partners, LLC 0.00% Add +9.1% 637 $19K
DekaBank Deutsche Girozentrale 0.00% No change 642 $19K
Ameritas Advisory Services, LLC 0.00% Reduce -58.6% 602 $18K
Tompkins Financial Corp. 0.00% Reduce -14.1% 599 $18K
Abound Wealth Management 0.00% No change 598 $18K
Advisors Asset Management, Inc. 0.00% Reduce -21.1% 586 $18K
Hemington Wealth Management 0.00% Reduce -10.7% 570 $17K
Asset Dedication, LLC 0.00% Reduce -6.9% 566 $17K
NBT Bank, N.A. 0.00% Reduce -92.9% 40 $17K
Root Financial Partners, LLC 0.00% New 549 $16K
DT Investment Partners, LLC 0.00% No change 540 $16K
PFS Partners, LLC 0.01% No change 536 $16K
Spire Wealth Management 0.00% No change 510 $15K
Estabrook Capital Management 0.00% No change 501 $15K
LRI Investments, LLC 0.00% No change 497 $15K
Eastern Bank 0.00% No change 493 $15K
SouthState Bank Corp 0.00% Reduce -5.9% 481 $14K
Tortoise Investment Management, LLC 0.00% Add +0.4% 455 $14K
Delos Wealth Advisors, LLC 0.01% Add +4.8% 440 $13K
St Germain D J Co. Inc. 0.00% Reduce -34.9% 435 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -16.2% 430 $13K
Knott David M Jr 0.01% No change 428 $13K
Mather Group, Llc. 0.00% New 428 $13K
Indiana Trust & Investment Management Co 0.00% Add +0.9% 427 $13K
Glen Eagle Advisors, LLC 0.00% No change 420 $13K
Key Financial Inc 0.00% Add +23.7% 402 $12K
Aventura Private Wealth, LLC 0.00% No change 399 $12K
Sittner & Nelson, LLC 0.00% No change 393 $12K
Hartford Financial Management Inc. 0.00% No change 380 $11K
Hilltop National Bank 0.00% No change 376 $11K
Sunbelt Securities, Inc. 0.00% Add +202.4% 372 $11K
SOA Wealth Advisors, LLC. 0.00% No change 370 $11K
Private Wealth Management Group, LLC 0.00% No change 368 $11K
Versant Capital Management, Inc 0.00% Reduce -65.7% 367 $11K
Rossby Financial, LCC 0.00% No change 366 $11K
Armstrong Advisory Group, Inc. 0.00% No change 358 $11K
S&T Bank 0.00% Add +38.5% 356 $11K
CENTRAL TRUST Co 0.00% Reduce -43.4% 355 $11K
Bell Investment Advisors, Inc 0.00% Reduce -3.1% 342 $10K
Hughes Financial Services, LLC 0.00% Reduce -4.2% 387 $10K
Evermay Wealth Management LLC 0.00% No change 327 $10K
Plante Moran Financial Advisors, LLC 0.00% Reduce -4.0% 311 $9K
Financial Consulate, Inc. 0.00% New 309 $9K
Webster Bank, N. A. 0.00% No change 308 $9K
Harbor Investment Advisory, LLC 0.00% No change 308 $9K
Barrett & Company, Inc. 0.00% Reduce -4.4% 301 $9K
Iat Reinsurance Co. LTD. 0.00% No change 300 $9K
Field & Main Bank 0.00% No change 300 $9K
Asset Planning,Inc 0.01% No change 299 $9K
Twin Lakes Capital Management, LLC 0.00% No change 296 $9K
Financial Avengers, Inc. 0.00% Add +21.8% 279 $8K
Painted Porch Advisors LLC 0.00% No change 271 $8K
Evelyn Partners Investment Management LLP 0.00% No change 270 $8K
Ogorek Anthony Joseph /NY/ 0.00% No change 274 $8K
Luminist Capital LLC 0.01% No change 264 $8K
GHP Investment Advisors, Inc. 0.00% No change 250 $8K
Nemes Rush Group LLC 0.00% No change 244 $7K
Banque Transatlantique SA 0.00% Reduce -4.8% 240 $7K
Truvestments Capital LLC 0.00% Reduce -3.3% 236 $7K
MTM Investment Management, LLC 0.00% No change 235 $7K
Kelleher Financial Advisors 0.00% New 235 $7K
Valley National Advisers Inc. 0.00% No change 257 $7K
Center for Financial Planning, Inc. 0.00% No change 231 $7K
Fortitude Family Office, LLC 0.00% No change 227 $7K
Archer Investment Corp 0.00% No change 219 $7K
Sachetta, LLC 0.00% Add +38.0% 218 $7K
Cranbrook Wealth Management, LLC 0.00% No change 216 $6K
AllSquare Wealth Management LLC 0.00% No change 216 $6K
Mb, Levis & Associates, LLC 0.00% No change 210 $6K
CoreCap Advisors, LLC 0.00% Reduce -16.0% 210 $6K
ESL Trust Services, LLC 0.00% Add +10.6% 208 $6K
Platinum Investment Management Ltd. 0.00% No change 205 $6K
American National Bank & Trust 0.00% Add +218.8% 204 $6K
Farmers & Merchants Investments Inc. 0.00% Reduce -65.7% 203 $6K
Chelsea Counsel Co. 0.00% No change 200 $6K
CKW Financial Group 0.00% No change 215 $6K
Wealth Preservation Advisors, LLC 0.00% No change 199 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -4.8% 199 $6K
Guerra Advisors Inc 0.00% New 190 $6K
ORG Partners LLC 0.00% No change 187 $6K
1620 Investment Advisors, Inc. 0.00% Reduce -4.2% 183 $5K
First United Bank & Trust 0.00% No change 180 $5K
Quest 10 Wealth Builders, Inc. 0.00% New 178 $5K
Clark Wealth Partners 0.00% No change 200 $5K
Oakworth Capital, Inc. 0.00% No change 174 $5K
MCF Advisors LLC 0.00% No change 173 $5K
POM Investment Strategies, LLC 0.00% No change 171 $5K
Hopwood Financial Services, Inc. 0.00% No change 168 $5K
Duncker Streett & Co. Inc. 0.00% Reduce -34.9% 168 $5K
Teachers Insurance & Annuity Association of America 0.01% No change 167 $5K
Tsfg, LLC 0.00% No change 155 $5K
Hanson & Doremus Investment Management 0.00% Reduce -13.4% 168 $5K
Creative Financial Designs Inc. 0.00% Reduce -34.0% 161 $5K
Future Financial Wealth Managment LLC 0.00% New 156 $5K
Godsey & Gibb, Inc. 0.00% No change 155 $5K
MPWM Advisory Solutions, LLC 0.00% No change 153 $5K
Concord Wealth Partners 0.00% Reduce -9.0% 151 $5K
Golden State Wealth Management, LLC 0.00% Reduce -55.4% 150 $5K
Pflug Koory, LLC 0.00% No change 146 $4K
J.Safra Asset Management Corp 0.00% Reduce -45.3% 146 $4K
SJS Investment Consulting Inc. 0.00% Add +3.6% 143 $4K
Retirement Wealth Solutions LLC 0.00% Reduce -42.3% 142 $4K
TruNorth Capital Management, LLC 0.00% No change 142 $4K
Inlight Wealth Management, LLC 0.00% No change 141 $4K
Darwin Wealth Management, LLC 0.00% No change 141 $4K
Steigerwald, Gordon & Koch Inc. 0.00% New 139 $4K
Richardson Capital Management LLC 0.00% Add +57.0% 135 $4K
West Financial Advisors, LLC 0.00% No change 134 $4K
Clearstead Trust, LLC 0.00% Reduce -6.3% 133 $4K
Compagnie Lombard Odier SCmA 0.00% No change 129 $4K
BOK Financial Private Wealth, Inc. 0.00% No change 127 $4K
Ransom Advisory, Ltd 0.00% No change 125 $4K
Halbert Hargrove Global Advisors, LLC 0.00% New 125 $4K
Avalon Trust Co 0.00% No change 125 $4K
United Financial Planning Group LLC 0.00% — 122 $4K
Medallion Wealth Advisors, LLC 0.00% No change 122 $4K
Pineridge Advisors LLC 0.00% Reduce -30.3% 122 $4K
BankPlus Trust Department 0.00% No change 120 $4K
Boyd Watterson Asset Management LLC 0.00% No change 117 $4K
Dogwood Wealth Management LLC 0.00% Add +16.0% 116 $3K
Register Financial Advisors LLC 0.00% No change 114 $3K
Salem Investment Counselors Inc. 0.00% No change 111 $3K
Crowley Wealth Management, Inc. 0.00% No change 110 $3K
Kozak & Associates, Inc. 0.00% Add +43.0% 133 $3K
Nalls Sherbakoff Group, LLC 0.00% Reduce -12.7% 103 $3K
Lanark Financial, Inc. 0.00% Reduce -23.9% 102 $3K
Tradewinds Capital Management, LLC 0.00% No change 101 $3K
Pandora Wealth, Inc. 0.00% No change 100 $3K
CX Institutional 0.00% No change 96 $3K
Holos Integrated Wealth LLC 0.00% No change 107 $3K
RMG Wealth Management LLC 0.00% No change 102 $3K
Pinney & Scofield, Inc. 0.00% No change 92 $3K
FSA Wealth Management LLC 0.00% No change 92 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 91 $3K
Salomon & Ludwin, LLC 0.00% Reduce -58.1% 90 $3K
Consultiva Wealth Management, Corp. 0.01% No change 90 $3K
Maryland Capital Advisors Inc. 0.00% No change 90 $3K
McIlrath & Eck, LLC 0.00% No change 90 $3K
Bangor Savings Bank 0.00% No change 88 $3K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -31.8% 86 $3K
Prestige Wealth Management Group LLC 0.00% No change 84 $3K
Groupe la Francaise 0.00% Add +140.0% 96 $2K
Cedar Mountain Advisors, LLC 0.00% No change 81 $2K
Curio Wealth, LLC 0.00% Reduce -10.1% 80 $2K
Financial Management Professionals, Inc. 0.00% Add +97.4% 77 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 76 $2K
Silicon Valley Capital Partners 0.00% No change 76 $2K
Spurstone Advisory Services, LLC 0.03% Reduce -37.5% 75 $2K
CGC Financial Services, LLC 0.00% No change 73 $2K
Aviso Financial Inc. 0.00% No change 72 $2K
Aspect Partners, LLC 0.00% No change 70 $2K
Trust Co. of Toledo NA 0.00% Reduce -40.2% 70 $2K
City State Bank 0.00% No change 68 $2K
Boreal Capital Management LLC 0.00% No change 67 $2K
Centerpoint Advisors, LLC 0.00% No change 51 $2K
Coston, McIsaac & Partners 0.00% No change 99 $2K
WPG Advisers, LLC 0.00% No change 66 $2K
Mountain Hill Investment Partners Corp. 0.00% New 65 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 65 $2K
SWAN Capital LLC 0.00% Reduce -73.8% 62 $2K
Richardson Financial Services Inc. 0.00% No change 61 $2K
Marquette Asset Management, LLC 0.00% New 61 $2K
WealthCollab, LLC 0.00% No change 60 $2K
Financial Gravity Asset Management, Inc. 0.00% — 60 $2K
Caldwell Trust Co 0.00% Reduce -29.4% 60 $2K
North Star Investment Management Corp. 0.00% Add +37.2% 59 $2K
Anchor Investment Management, LLC 0.00% Reduce -40.4% 59 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 58 $2K
Heartwood Wealth Advisors LLC 0.00% New 57 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 56 $2K
Lavaca Capital LLC 0.00% No change 55 $2K
Pinnacle Bancorp, Inc. 0.00% Reduce -43.0% 53 $2K
Clarity Asset Management, Inc. 0.00% No change 52 $2K
Kilter Group LLC 0.00% No change 51 $2K
Frazier Financial Advisors, LLC 0.00% No change 50 $2K
Palisade Asset Management, LLC 0.00% New 50 $2K
First Horizon Corp. 0.00% — 50 $2K
Horizon Financial Services, LLC 0.00% New 49 $1K
Graney & King, LLC 0.00% No change 48 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 48 $1K
Heritage Wealth Advisors 0.00% No change 48 $1K
IMG Wealth Management, Inc. 0.00% New 46 $1K
Optimum Investment Advisors 0.00% No change 46 $1K
Bare Financial Services, Inc 0.00% No change 46 $1K
First Command Advisory Services, Inc. 0.00% No change 46 $1K
Bank & Trust Co 0.00% No change 44 $1K
MV Capital Management, Inc. 0.00% No change 43 $1K
N.E.W. Advisory Services LLC 0.00% Reduce -52.8% 43 $1K
IFS Advisors, LLC 0.00% No change 42 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -7.3% 38 $1K
Kimelman & Baird, LLC 0.00% No change 40 $1K
Financial Network Wealth Advisors LLC 0.00% No change 40 $1K
CoreFirst Bank & Trust 0.00% No change 40 $1K
Flagship Wealth Advisors, LLC 0.00% No change 40 $1K
Costello Asset Management, INC 0.00% No change 39 $1K
Elevation Wealth Partners, LLC 0.00% No change 37 $1K
BNP Paribas 0.00% New 36 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 34 $1K
Ameriflex Group, Inc. 0.00% New 34 $1K
Keener Financial Planning LLC 0.00% No change 34 $1K
Horrell Capital Management, Inc. 0.00% No change 27 $1K
Capital Advisors, Ltd. LLC 0.00% No change 33 $1K
Peoples Financial Services Corp. 0.00% No change 33 $990
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -98.8% 32 $960
Cheviot Value Management, LLC 0.00% No change 32 $923
Raelipskie Partnership 0.00% Reduce -48.3% 30 $901
Thompson Investment Management, Inc. 0.00% No change 30 $901
Red Tortoise LLC 0.00% No change 29 $871
Rialto Wealth Management, LLC 0.00% Add +3.6% 29 $871
Pin Oak Investment Advisors Inc. 0.00% No change 27 $811
Sound Income Strategies, LLC 0.00% No change 27 $804
Barnes Dennig Private Wealth Management LLC 0.00% No change 26 $781
Bogart Wealth, LLC 0.00% No change 26 $781
Murphy & Mullick Capital Management Corp 0.00% No change 25 $751
DHJJ Financial Advisors, Ltd. 0.00% No change 25 $751
Piscataqua Savings Bank 0.00% Reduce -75.5% 25 $750
Cornerstone Planning Group LLC 0.00% Add +13.0% 26 $739
Signature Resources Capital Management, LLC 0.00% No change 24 $721
Abich Financial Wealth Management LLC 0.00% — 24 $721
Hoey Investments, Inc. 0.00% No change 24 $721
Activest Wealth Management 0.00% No change 24 $721
Physician Wealth Advisors, Inc. 0.00% Add +450.0% 22 $661
SIMA Wealth Partners, LLC 0.00% No change 21 $631
Mascoma Wealth Management LLC 0.00% No change 21 $631
Islay Capital Management, LLC 0.00% No change 20 $601
Fourth Dimension Wealth, LLC 0.00% No change 20 $601
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $601
City Holding Co. 0.00% No change 20 $600
Binnacle Investments Inc 0.00% New 19 $571
Albion Financial Group 0.00% No change 19 $571
New England Capital Financial Advisors LLC 0.00% No change 18 $541
Financial Freedom, LLC 0.00% No change 17 $511
CVA Family Office, LLC 0.00% No change 17 $511
JNBA Financial Advisors 0.00% No change 17 $511
Pacific Center for Financial Services 0.00% No change 16 $481
Bruce G. Allen Investments, LLC 0.00% No change 15 $450
Colonial Trust Advisors 0.00% No change 15 $450
ROSS\JOHNSON & Associates LLC 0.01% No change 13 $390
Princeton Global Asset Management LLC 0.00% Reduce -88.6% 13 $390
Quaker Wealth Management, LLC 0.00% No change 12 $361
Crewe Advisors LLC 0.00% Reduce -47.6% 11 $331
Northwest Capital Management Inc 0.00% No change 11 $330
North Capital, Inc. 0.00% Add +10.0% 11 $330
Wolff Wiese Magana LLC 0.00% Reduce -97.3% 10 $301
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 10 $301
Legacy Wealth Managment, LLC 0.00% No change 10 $301
Wells Financial Advisors INC 0.00% No change 10 $300
Corsicana & Co. 0.00% — 10 $300
Family Legacy Financial Solutions, LLC 0.00% New 10 $300
Bay Harbor Wealth Management, LLC 0.00% Reduce -9.1% 10 $300
Global Wealth Strategies & Associates 0.00% No change 10 $300
Main Street Group, LTD 0.00% No change 10 $300
GoalVest Advisory LLC 0.00% No change 9 $270
Centennial Bank 0.00% No change 9 $270
REAP Financial Group, LLC 0.00% No change 9 $270
HFM Investment Advisors, LLC 0.00% Reduce -35.7% 9 $270
Maseco LLP 0.00% Reduce -92.2% 9 $270
Birchbrook, Inc. 0.00% Reduce -86.7% 8 $241
Harbor Asset Planning, Inc. 0.00% No change 8 $240
Financial Perspectives, Inc 0.00% No change 8 $240
Strengthening Families & Communities, LLC 0.00% No change 7 $210
HighMark Wealth Management LLC 0.00% No change 6 $180
Strategic Investment Solutions, Inc. 0.00% No change 6 $180
Grey Fox Wealth Advisors, LLC 0.00% New 6 $180
Mark Sheptoff Financial Planning, LLC 0.00% No change 5 $150
Mechanics Financial Corp 0.00% No change 5 $150
GGM Financial LLC 0.00% New 5 $150
Colonial Trust Co / SC 0.00% No change 5 $150
Accredited Wealth Management, LLC 0.00% Add +2500.0% 78 $91
American Capital Advisory, LLC 0.00% Add +50.0% 3 $91
Fairscale Capital, LLC 0.00% No change 3 $90
Comprehensive Financial Planning, Inc. 0.00% No change 3 $90
Raffa Wealth Management, LLC 0.00% No change 3 $90
Your Advocates Ltd., LLP 0.00% No change 3 $90
HHM Wealth Advisors, LLC 0.00% No change 2 $61
Transamerica Financial Advisors, LLC 0.00% New 2 $60
Caitlin John, LLC 0.00% New 2 $60
Valued Wealth Advisors LLC 0.00% New 1 $31
Westside Investment Management, Inc. 0.00% No change 1 $30
Global Trust Asset Management, LLC 0.00% No change 1 $30
Lazard Asset Management LLC 0.00% Reduce -99.9% 60 $2
Hazlett, Burt & Watson, Inc. 0.00% No change 7 $0
Resources Management Corp. /CT/ 0.00% No change 3 $0
Roble, Belko & Company, Inc 0.00% No change 5 $0
Financial Connections Group, Inc. 0.00% No change 3 $0
Cloud Capital Management, LLC 0.00% New 30 $0

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