Kyndryl HoldingsKD

13F holders, Q4 2025 (December 31)
705holders +15
83new positions
95sold out
8famous investors
$26.55avg. 13F price*

At the end of Q4 2025, 705 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, up 15 from Q3 2025. 83 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($752.5M), FMR LLC ($667.2M) and BlackRock, Inc. ($586.4M). 8 famous investors held it, including David Einhorn (3.6% of Greenlight Capital (DME Capital Management)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Kyndryl Holdings Inc.
CUSIP
50155Q100
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions83$94.3M
Exits95$95.1M

All 13F filers, Q3 2025 → Q4 2025: 13,898,951 shares bought and 12,692,347 shares sold, net +1,206,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 705 holders

Vanguard Group Inc. 0.01% Add +0.5% 28,331,302 $752.5M
FMR LLC 0.03% Reduce -7.0% 25,120,476 $667.2M
BlackRock, Inc. 0.01% Reduce -1.9% 22,079,296 $586.4M
Neuberger Berman Group LLC 0.31% Add +2.3% 15,466,103 $410.8M
State Street Corp. 0.01% Reduce -1.3% 7,372,399 $195.8M
AQR Capital Management 0.09% Add +53.9% 6,443,037 $170.9M
Dimensional Fund Advisors LP 0.03% Add +1.7% 4,684,443 $124.4M
Geode Capital Management, LLC 0.01% Add +1.4% 4,456,962 $119.0M
Greenlight Capital (DME Capital Management) 3.56% Reduce -12.1% 3,816,353 $101.4M
Sound Shore Management Inc 2.51% Add +46.1% 2,974,223 $79.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.5% 2,440,661 $64.8M
Zimmer Partners, LP 1.56% Reduce -0.0% 2,227,253 $59.2M
Invesco Ltd. 0.01% Add +26.6% 2,213,986 $58.8M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -43.3% 2,106,806 $56.0M
Cortland Associates Inc. 6.98% Reduce -1.1% 2,081,328 $55.3M
UBS Group AG 0.01% Add +1.4% 2,056,198 $54.6M
Northern Trust Corp. 0.01% Reduce -2.3% 1,964,320 $52.2M
Morgan Stanley 0.00% Reduce -2.5% 1,942,497 $51.6M
GMT Capital Corp 2.67% Reduce -18.4% 1,930,860 $51.3M
Royce & Associates LP 0.52% Add +10.8% 1,917,036 $50.9M
Bank of New York Mellon Corp 0.01% Add +0.6% 1,597,016 $42.4M
Allspring Global Investments Holdings, LLC 0.07% Add +5.2% 1,658,549 $42.3M
Bank of America Corp. 0.00% Reduce -10.7% 1,589,760 $42.2M
Deutsche Bank AG 0.01% Add +3.9% 1,246,297 $33.1M
Allianz Asset Management GmbH 0.04% Add +12.7% 1,213,874 $32.2M
Arnhold LLC 2.41% Add +18.6% 1,198,424 $31.8M
D. E. Shaw & Co. 0.02% Add +273.4% 1,135,156 $30.1M
American Century Companies Inc. 0.01% Add +15.3% 1,058,325 $28.1M
Douglas Lane & Associates, LLC 0.35% Add +17.9% 962,390 $25.6M
JPMorgan Chase & Co. 0.00% Add +34.2% 861,845 $22.9M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -5.8% 825,889 $21.9M
Ameriprise Financial Inc. 0.00% Add +36.3% 812,632 $21.6M
Thrivent Financial for Lutherans 0.04% Add +23.2% 758,849 $20.2M
Adage Capital Partners Gp, L.L.C. 0.03% Add +36.4% 750,000 $19.9M
Millennium Management 0.01% Add +28.1% 743,507 $19.7M
Norges Bank 0.00% — 735,671 $19.5M
Federated Hermes, Inc. 0.03% Reduce -0.7% 686,384 $18.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.2% 677,534 $18.0M
Cooper Creek Partners Management LLC 0.82% New 650,936 $17.3M
MetLife Investment Management, LLC 0.08% Add +29.2% 646,050 $17.2M
Leith Wheeler Investment Counsel Ltd. 1.28% Add +2.3% 644,099 $17.1M
Rhumbline Advisers 0.01% Add +4.1% 637,373 $16.9M
OP Asset Management Ltd 0.19% Add +128.3% 612,532 $16.3M
Goldman Sachs Group Inc. 0.00% Reduce -31.2% 583,780 $15.5M
GW&K Investment Management, LLC 0.12% Add +7.9% 517,975 $13.8M
First Manhattan Co. Llc. 0.03% Reduce -13.7% 496,726 $13.2M
Principal Financial Group Inc. 0.01% Reduce -4.3% 491,751 $13.1M
Tidal Investments LLC 0.05% Reduce -22.2% 490,938 $13.0M
Gotham Asset Management 0.05% Add +83.1% 473,642 $12.6M
Russell Investments Group, Ltd. 0.01% Reduce -23.8% 459,160 $12.2M
Nordea Investment Management AB 0.01% Reduce -5.4% 460,268 $12.2M
Swiss National Bank 0.01% Add +1.6% 455,700 $12.1M
Vident Advisory, LLC 0.11% Reduce -15.8% 452,325 $12.0M
Candriam S.C.A. 0.06% Reduce -25.2% 428,199 $11.4M
Nuveen, LLC 0.00% No change 408,665 $10.9M
Solas Capital Management, LLC 6.14% New 407,634 $10.8M
California Public Employees Retirement System 0.01% Reduce -2.3% 405,976 $10.8M
Legal & General Group Plc 0.00% Reduce -17.9% 400,876 $10.6M
Rockefeller Capital Management L.P. 0.02% Reduce -30.1% 400,296 $10.6M
Raymond James Financial Inc. 0.00% Reduce -9.6% 398,035 $10.6M
Loomis Sayles & Co. L P 0.01% Add +0.1% 390,593 $10.4M
Alliancebernstein L.P. 0.00% Add +22.9% 382,601 $10.2M
First Trust Advisors LP 0.01% Reduce -48.1% 379,847 $10.1M
Amundi 0.00% Add +52.1% 354,932 $9.4M
Bastion Asset Management Inc. 4.99% Add +41.9% 334,884 $9.0M
Wells Fargo & Company 0.00% Reduce -14.2% 325,237 $8.6M
Defiance ETFs, LLC 0.27% — 308,964 $8.2M
Penserra Capital Management LLC 0.10% Reduce -2.0% 308,964 $8.2M
BNP Paribas Financial Markets 0.01% Add +747.7% 305,607 $8.1M
Qube Research & Technologies Ltd 0.01% Add +143.7% 297,636 $7.9M
Sei Investments Co. 0.01% Add +33.0% 295,207 $7.8M
National Bank of Canada 0.01% Add +1.6% 276,056 $7.3M
Retirement Systems of Alabama 0.02% Reduce -1.8% 274,313 $7.3M
Tudor Investment Corporation 0.04% Add +173.8% 252,077 $6.7M
HSBC Holdings PLC 0.00% Add +421.2% 248,130 $6.6M
Algert Global LLC 0.10% New 241,230 $6.4M
Ieq Capital, LLC 0.02% Add +0.4% 239,754 $6.4M
Prudential Financial Inc. 0.01% Reduce -7.1% 237,087 $6.3M
Boston Partners 0.01% Reduce -7.4% 234,859 $6.2M
WINTON GROUP Ltd 0.21% New 227,378 $6.0M
New York State Teachers Retirement System 0.01% Add +2.8% 225,121 $6.0M
LPL Financial LLC 0.00% Reduce -13.6% 218,421 $5.8M
California State Teachers Retirement System 0.01% Reduce -0.1% 216,799 $5.8M
Two Sigma Investments, LP 0.01% Add +2434.7% 212,332 $5.6M
Barclays PLC 0.00% Reduce -25.1% 211,856 $5.6M
T. Rowe Price Associates Inc. 0.00% Add +5.0% 200,486 $5.3M
Voya Investment Management LLC 0.01% Reduce -0.9% 197,059 $5.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -5.0% 196,626 $5.2M
Mackenzie Financial Corp. 0.01% Reduce -47.2% 192,724 $5.1M
AYAL Capital Advisors Ltd 2.76% New 190,000 $5.0M
Mariner, LLC 0.01% Add +65.7% 181,025 $4.8M
GAMCO Investors 0.04% Add +1.6% 173,465 $4.6M
Hilton Capital Management, LLC 0.34% Add +10.3% 167,952 $4.5M
Envestnet Asset Management Inc. 0.00% Add +37.4% 165,004 $4.4M
Citadel Advisors 0.00% Add +117.1% 161,551 $4.3M
Ancora Advisors LLC 0.09% Reduce -58.0% 160,840 $4.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.3% 160,674 $4.3M
New York State Common Retirement Fund 0.01% Reduce -58.5% 160,072 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -17.5% 156,748 $4.2M
CastleKnight Management LP 0.24% New 155,200 $4.1M
Trexquant Investment LP 0.04% Add +386.2% 154,291 $4.1M
HRT Financial LP 0.01% Add +89.5% 153,739 $4.1M
Edgestream Partners, L.P. 0.11% Add +43.3% 152,744 $4.1M
Cerity Partners LLC 0.01% Add +25.1% 151,638 $4.0M
Prelude Capital Management, LLC 0.30% Reduce -21.9% 151,306 $4.0M
State of Wisconsin Investment Board 0.01% Add +20.4% 147,262 $3.9M
Phocas Financial Corp. 0.49% Reduce -33.6% 141,023 $3.7M
Illinois Municipal Retirement Fund 0.05% Add +65.8% 137,313 $3.6M
STRS Ohio 0.01% Reduce -12.6% 136,040 $3.6M
Sky Investment Group LLC 0.61% Add +10.5% 135,860 $3.6M
Marshall Wace, LLP 0.00% New 126,244 $3.4M
XTX Topco Ltd 0.09% Add +216.9% 126,019 $3.3M
Intech Investment Management LLC 0.03% Reduce -24.8% 117,371 $3.1M
Convergence Investment Partners, LLC 0.59% Add +42.6% 112,531 $3.0M
Voloridge Investment Management, LLC 0.01% New 108,315 $2.9M
State of Alaska, Department of Revenue 0.03% Add +35.1% 107,638 $2.9M
Amalgamated Bank 0.02% Add +1.3% 107,222 $2.8M
Citigroup Inc. 0.00% Add +13.4% 107,068 $2.8M
Cwm, LLC 0.01% Reduce -24.6% 104,269 $2.8M
Janus Henderson Group PLC 0.00% Reduce -1.6% 102,327 $2.7M
ExodusPoint Capital Management, LP 0.03% New 101,682 $2.7M
Capital Fund Management S.A. 0.03% New 101,575 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.1% 99,418 $2.7M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.3% 100,330 $2.7M
Bank of Nova Scotia 0.00% New 100,210 $2.7M
Man Group plc 0.01% New 100,035 $2.7M
Drexel Morgan & Co. 0.42% New 100,000 $2.7M
Schroder Investment Management Group 0.00% New 96,931 $2.6M
Treasurer of the State of North Carolina 0.01% Reduce -59.6% 96,907 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -10.9% 95,123 $2.5M
State of New Jersey Common Pension Fund D 0.01% Add +11.6% 91,315 $2.4M
Creative Planning 0.00% Add +7.4% 91,054 $2.4M
Balyasny Asset Management L.P. 0.00% New 88,766 $2.4M
Verition Fund Management LLC 0.01% Reduce -29.4% 88,700 $2.4M
Engineers Gate Manager LP 0.03% New 87,787 $2.3M
Nisa Investment Advisors, LLC 0.01% Add +0.0% 87,318 $2.3M
Franklin Resources Inc. 0.00% Reduce -7.7% 86,711 $2.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.28% Add +19.4% 80,000 $2.1M
Mercer Global Advisors Inc. 0.00% Reduce -1.8% 79,412 $2.1M
Two Sigma Advisers, LP 0.00% Add +8.8% 79,100 $2.1M
CenterBook Partners LP 0.10% New 77,676 $2.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +27.5% 75,532 $2.0M
TCTC Holdings, LLC 0.06% No change 75,195 $2.0M
Public Employees Retirement System of Ohio 0.01% Reduce -3.4% 74,978 $2.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +172.4% 75,785 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.7% 72,519 $1.9M
Captrust Financial Advisors 0.00% Add +41.6% 70,689 $1.9M
Money Concepts Capital Corp. 0.10% Add +2.6% 69,630 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -3.0% 74,010 $1.8M
Comerica Bank 0.01% Reduce -60.8% 67,436 $1.8M
Empowered Funds, LLC 0.03% Add +4.9% 67,083 $1.8M
Gabelli Funds LLC 0.01% Add +29.4% 64,437 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 64,255 $1.7M
Arizona State Retirement System 0.01% Reduce -6.4% 64,074 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -1.7% 63,200 $1.7M
Stifel Financial Corp. 0.00% Reduce -7.5% 61,047 $1.6M
State of Tennessee, Department of Treasury 0.01% Reduce -14.4% 70,229 $1.6M
Cozad Asset Management Inc. 0.12% Reduce -61.9% 59,823 $1.6M
Handelsbanken Fonder AB 0.00% Add +1.2% 58,600 $1.6M
Shay Capital LLC 0.25% New 57,500 $1.5M
Worldquant Millennium Advisors LLC 0.01% New 57,232 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.6% 57,196 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -61.6% 56,606 $1.5M
Commerce Bank 0.01% Reduce -2.2% 54,522 $1.4M
State of Michigan Retirement System 0.01% Reduce -1.8% 54,034 $1.4M
Cibc World Markets Corp. 0.01% — 53,671 $1.4M
Corient Private Wealth LP 0.00% Add +4.0% 51,983 $1.4M
Royal Bank of Canada 0.00% Reduce -3.9% 51,268 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.7% 51,139 $1.4M
Maxi Investments CY Ltd 0.24% No change 50,000 $1.3M
KLP Kapitalforvaltning As 0.01% Add +2.7% 49,400 $1.3M
Quantinno Capital Management LP 0.00% Add +40.2% 49,372 $1.3M
Fox Run Management, L.L.C. 0.20% New 48,244 $1.3M
Alpha Omega Wealth Management LLC 0.21% Add +10.6% 47,840 $1.3M
New Mexico Educational Retirement Board 0.04% No change 47,589 $1.3M
Cetera Investment Advisers 0.00% Reduce -24.7% 47,483 $1.3M
Brevan Howard Capital Management LP 0.03% Reduce -34.7% 47,069 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.4% 45,439 $1.2M
Cacti Asset Management LLC 0.07% No change 42,760 $1.2M
Osaic Holdings, Inc. 0.00% Add +26.8% 43,028 $1.1M
Natixis Advisors, LLC 0.00% Reduce -8.3% 42,670 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +11.5% 42,029 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -3.3% 41,888 $1.1M
Redwood Investment Management, LLC 0.12% New 41,646 $1.1M
Dakota Wealth Management 0.02% New 41,566 $1.1M
Focus Partners Wealth 0.00% Add +27.9% 39,598 $1.1M
SG Americas Securities, LLC 0.00% Reduce -21.7% 38,561 $1.0M
Campbell & CO Investment Adviser LLC 0.05% Add +118.3% 36,878 $979K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -11.1% 36,827 $978K
Versor Investments LP 0.15% Add +7.3% 36,490 $969K
Bank of Montreal 0.00% Reduce -1.2% 35,484 $942K
Simplex Trading, LLC 0.03% Reduce -34.6% 35,484 $942K
Pictet Asset Management Holding SA 0.00% Add +6.4% 34,034 $904K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 34,018 $904K
Victory Capital Management Inc. 0.00% Reduce -0.9% 33,976 $902K
Covestor Ltd 0.47% Add +9.5% 33,819 $898K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +62.2% 33,707 $898K
HighTower Advisors, LLC 0.00% Reduce -8.8% 33,753 $896K
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.4% 33,710 $895K
Commonwealth Equity Services, LLC 0.00% Reduce -37.5% 33,522 $890K
Frontier Capital Management Co. LLC 0.01% Reduce -89.1% 32,219 $856K
Greenwich Wealth Management LLC 0.04% Add +21.4% 32,011 $850K
Twinbeech Capital LP 0.06% New 31,900 $847K
Summit Trail Advisors, LLC 0.01% Add +31.4% 27,982 $743K
PNC Financial Services Group, Inc. 0.00% Reduce -26.5% 27,898 $741K
Pacer Advisors, Inc. 0.00% Reduce -34.7% 27,337 $726K
Quadrant Capital Group LLC 0.02% Add +34.5% 27,187 $722K
Glenview Trust Co 0.01% Add +0.0% 27,159 $721K
Focus Partners Advisor Solutions, LLC 0.01% Add +63.0% 27,037 $718K
M Holdings Securities, Inc. 0.05% New 26,929 $715K
Vestcor Inc 0.02% No change 26,582 $706K
First Eagle Investment Management, LLC 0.00% Add +11.0% 26,200 $696K
Truist Financial Corp. 0.00% Add +4.5% 26,146 $694K
Qsemble Capital Management, LP 0.06% New 25,631 $681K
Equitable Holdings, Inc. 0.00% Reduce -3.8% 24,593 $653K
CSS LLC 0.11% New 24,510 $651K
Oak Thistle LLC 0.09% New 24,402 $648K
Fulton Bank, N.A. 0.02% Reduce -0.6% 24,233 $644K
Oppenheimer & Co. Inc. 0.01% Reduce -18.5% 24,155 $642K
Public Employees Retirement Association of Colorado 0.00% No change 24,015 $638K
Clifford Swan Investment Counsel LLC 0.02% Reduce -2.6% 23,841 $633K
Xponance LLC 0.00% Reduce -16.0% 23,509 $624K
Merit Financial Group, LLC 0.00% Reduce -9.4% 22,778 $605K
Sterneck Capital Management, LLC 0.27% Add +0.4% 22,686 $603K
US Bancorp \de 0.00% Add +11.2% 22,591 $600K
O'shaughnessy Asset Management, LLC 0.00% Reduce -56.3% 22,073 $586K
Federation des caisses Desjardins du Quebec 0.00% Add +12.4% 21,898 $582K
New York Life Investment Management LLC 0.00% Reduce -8.6% 21,441 $569K
Snowden Capital Advisors LLC 0.01% Add +160.3% 21,237 $564K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.5% 20,227 $537K
Twin Capital Management Inc. 0.07% Add +0.9% 20,207 $537K
Jones Financial Companies LLLP 0.00% Reduce -23.8% 20,116 $534K
Pension & Wealth Management Advisors, Inc. 0.16% New 20,100 $534K
Independent Financial Group, LLC 0.01% Add +5.5% 19,753 $525K
Squarepoint Ops LLC 0.00% New 19,597 $520K
Bridgefront Capital, LLC 0.13% Add +35.0% 19,407 $515K
Swiss Life Asset Management Ltd 0.00% Add +76.1% 19,017 $505K
Pallas Capital Advisors LLC 0.02% Add +0.3% 18,631 $495K
Allworth Financial LP 0.00% Reduce -8.3% 18,483 $491K
Pathstone Holdings, LLC 0.00% Reduce -6.8% 18,468 $491K
CIBC Private Wealth Group LLC 0.00% Reduce -0.3% 18,137 $482K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -19.3% 18,005 $478K
EntryPoint Capital, LLC 0.18% New 17,702 $470K
one8zero8, LLC 0.10% Add +5.8% 17,682 $470K
Curi Capital, LLC 0.01% New 17,078 $454K
Wedmont Private Capital 0.02% Reduce -1.1% 16,587 $449K
Securian Asset Management, Inc. 0.02% Reduce -3.8% 16,657 $442K
IMC-Chicago, LLC 0.01% Reduce -25.7% 16,398 $436K
Diversify Advisory Services, LLC 0.01% Reduce -92.6% 17,056 $430K
180 Wealth Advisors, LLC 0.05% Reduce -1.9% 16,144 $429K
Ritholtz Wealth Management 0.01% Reduce -48.0% 16,100 $428K
NorthCrest Asset Manangement, LLC 0.01% Add +66.5% 16,168 $425K
Z3 Capital Partners, LLC 0.10% — 15,912 $423K
Dynamic Technology Lab Private Ltd 0.09% New 15,153 $402K
Laird Norton Wetherby Trust Company, LLC 0.01% New 15,035 $399K
Bleakley Financial Group, LLC 0.01% Add +11.4% 14,557 $387K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.9% 14,206 $377K
Kestra Investment Management, LLC 0.01% New 13,792 $366K
Inspire Advisors, LLC 0.03% Reduce -23.9% 13,496 $358K
L2 Asset Management, LLC 0.05% New 13,450 $357K
1ST Source Bank 0.02% No change 13,405 $356K
Farther Finance Advisors, LLC 0.00% Add +109.3% 13,357 $355K
Pinnacle Financial Partners, Inc. 0.00% — 13,313 $354K
Sterling Capital Management LLC 0.01% Reduce -3.7% 12,909 $343K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% Add +55.6% 12,600 $335K
Ensign Peak Advisors, Inc 0.00% Reduce -72.5% 12,500 $332K
Kickstand Ventures, Llc. 0.07% Add +47.8% 12,390 $329K
Janney Montgomery Scott LLC 0.00% Reduce -1.1% 12,382 $329K
Utah Retirement Systems 0.00% No change 12,226 $325K
Transcend Capital Advisors, LLC 0.03% Reduce -7.2% 12,210 $324K
M&T Bank Corp 0.00% Add +9.2% 11,958 $318K
Krilogy Financial LLC 0.01% Add +32.5% 12,761 $312K
denkapparat Operations GmbH 0.17% No change 11,738 $312K
Maryland State Retirement & Pension System 0.01% No change 11,614 $308K
Evolve Private Wealth, LLC 0.02% — 11,414 $303K
Westover Capital Advisors, LLC 0.05% Reduce -42.6% 11,162 $296K
State of Wyoming 0.03% Add +68.3% 11,036 $293K
LWM Advisory Services, LLC 0.17% New 10,648 $283K
AlphaGrep UK Ltd 0.09% — 10,601 $282K
&partners 0.00% New 10,515 $279K
Global Retirement Partners, LLC 0.00% Add +1546.5% 10,488 $279K
Caerus Investment Advisors, LLC 0.09% New 10,432 $277K
Sequoia Financial Advisors, LLC 0.00% New 10,388 $276K
Aspen Grove Capital, LLC 0.05% Reduce -0.2% 10,334 $274K
Tranquility Partners, LLC 0.10% New 10,273 $273K
Sanctuary Advisors, LLC 0.00% Add +8.0% 10,164 $270K
Cynosure Group, LLC 0.03% No change 9,998 $266K
Walleye Capital LLC 0.00% Add +487.2% 9,918 $263K
Moneta Group Investment Advisors LLC 0.00% Add +46.6% 9,816 $261K
SBI Securities Co., Ltd. 0.01% Reduce -12.0% 9,692 $257K
Benjamin Edwards Inc. 0.00% Reduce -7.3% 9,602 $255K
Brown Advisory Inc. 0.00% Reduce -18.8% 9,583 $255K
Castlekeep Investment Advisors LLC 0.11% No change 9,314 $247K
Pinebridge Investments LLC 0.00% — 9,217 $245K
ProShare Advisors LLC 0.00% Reduce -6.8% 9,166 $243K
Frank, Rimerman Advisors LLC 0.02% Add +2.2% 8,961 $238K
Red Door Wealth Management, LLC 0.02% No change 8,798 $234K
Coldstream Capital Management Inc. 0.00% Add +5.0% 8,647 $230K
Greenleaf Trust 0.00% Reduce -1.7% 8,539 $227K
Chicago Partners Investment Group LLC 0.01% New 9,356 $227K
Midwest Trust Co 0.00% Reduce -2.5% 8,488 $225K
HB Wealth Management, LLC 0.00% Reduce -3.9% 8,379 $223K
Savant Capital, LLC 0.00% Reduce -14.5% 8,376 $222K
Concurrent Investment Advisors, LLC 0.00% Reduce -5.5% 8,321 $221K
Waverly Advisors, LLC 0.00% Reduce -0.7% 8,316 $221K
North Dakota State Investment Board 0.01% — 8,206 $218K
DAVENPORT & Co LLC 0.00% Reduce -0.1% 8,047 $214K
Ethic Inc. 0.00% Reduce -28.4% 8,019 $213K
Tower Research Capital LLC (TRC) 0.01% Reduce -50.7% 8,008 $213K
Shelton Capital Management 0.00% Reduce -9.4% 7,671 $204K
Teacher Retirement System of Texas 0.00% Reduce -80.7% 7,660 $203K
Kestra Advisory Services, LLC 0.00% Reduce -11.3% 7,539 $200K
TD Private Client Wealth LLC 0.00% Add +1.8% 7,018 $186K
KBC Group NV 0.00% No change 6,407 $170K
Walleye Trading LLC 0.00% Add +177.3% 6,312 $168K
Caption Management, LLC 0.01% New 6,000 $159K
Private Wealth Asset Management, LLC 0.02% No change 5,578 $148K
Bessemer Group Inc. 0.00% Add +14.9% 5,487 $146K
AlphaQuest LLC 0.01% Reduce -48.5% 5,226 $139K
Atlas Capital Advisors Inc. 0.01% — 5,030 $134K
GAMMA Investing LLC 0.01% Add +36.8% 4,808 $128K
EverSource Wealth Advisors, LLC 0.00% Add +1.1% 4,396 $117K
Eurizon Capital SGR S.p.A. 0.00% — 4,286 $114K
Wilmington Savings Fund Society, FSB 0.00% Reduce -4.9% 4,072 $108K
Hantz Financial Services, Inc. 0.00% Add +107.6% 4,073 $108K
Nomura Asset Management Co. Ltd. 0.00% No change 3,790 $101K
Rothschild Investment LLC 0.01% Reduce -63.0% 3,680 $98K
Signaturefd, LLC 0.00% Reduce -4.1% 3,660 $97K
Essential Partners LLC 0.03% Reduce -18.9% 3,570 $95K
LSV Asset Management 0.00% No change 3,500 $93K
HM Payson & Co. 0.00% Add +0.3% 3,396 $90K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +39.7% 3,310 $88K
Arax Advisory Partners 0.00% Reduce -95.2% 3,291 $87K
UMB Bank, n.a. 0.00% Add +25.5% 3,249 $86K
Parallel Advisors, LLC 0.00% Reduce -19.0% 3,157 $84K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.4% 3,138 $83K
MAI Capital Management 0.00% Add +34.3% 3,004 $80K
NewEdge Advisors, LLC 0.00% Reduce -20.1% 2,875 $76K
Blue Trust, Inc. 0.00% Reduce -29.6% 2,865 $76K
McMillan Office, Inc. 0.01% — 2,812 $75K
Measured Wealth Private Client Group, LLC 0.02% Reduce -79.8% 2,798 $74K
Danske Bank A/S 0.00% Reduce -92.1% 2,500 $66K
Trust Co. of Vermont 0.00% Reduce -27.3% 2,481 $66K
Whittier Trust Co. 0.00% Reduce -1.1% 2,163 $58K
Clearstead Advisors, LLC 0.00% Reduce -51.8% 2,148 $57K
Fifth Third Bancorp 0.00% Reduce -25.1% 1,949 $52K
NBT Bank, N.A. 0.00% Add +3220.0% 1,328 $51K
IFP Advisors, Inc 0.00% Reduce -50.4% 1,912 $51K
Atlantic Union Bankshares Corp 0.00% Add +0.4% 1,669 $44K
Smartleaf Asset Management LLC 0.00% Add +40.0% 1,640 $44K
Community Bank, N.A. 0.01% No change 1,610 $43K
Montag A & Associates Inc. 0.00% No change 1,583 $42K
International Assets Investment Management, LLC 0.00% New 1,522 $40K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,500 $40K
Investors Research Corp 0.01% No change 1,480 $39K
Flagship Harbor Advisors, LLC 0.00% New 1,466 $39K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +4475.0% 1,464 $39K
Geneos Wealth Management Inc. 0.00% Reduce -3.4% 1,386 $37K
True Wealth Design, LLC 0.01% Reduce -10.5% 1,384 $37K
TFC Financial Management, Inc. 0.00% No change 1,368 $36K
Smithfield Trust Co 0.00% Reduce -4.2% 1,361 $35K
TD Waterhouse Canada Inc. 0.00% Reduce -3.1% 1,291 $34K
Private Trust Co. NA 0.00% Add +3.2% 1,281 $34K
Quarry LP 0.01% New 1,184 $31K
Parkside Financial Bank & Trust 0.00% Add +4.4% 1,179 $31K
Employees Retirement System of Texas 0.00% No change 1,158 $31K
Quent Capital, LLC 0.00% Reduce -17.9% 1,161 $31K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.7% 1,082 $29K
Los Angeles Capital Management LLC 0.00% New 1,009 $29K
Millstone Evans Group, LLC 0.02% Add +5.0% 1,070 $28K
Assetmark, Inc. 0.00% Add +12.6% 1,053 $28K
Broadwater Capital Management LLC 0.02% No change 1,037 $28K
NFSG Corp 0.00% Add +4.2% 1,021 $27K
Ssa Swiss Advisors AG 0.01% No change 1,015 $27K
Huntington National Bank 0.00% Reduce -26.4% 1,004 $27K
Compass Financial Services Inc 0.01% Reduce -17.1% 971 $26K
SJS Investment Consulting Inc. 0.00% Add +560.8% 945 $25K
Hollencrest Capital Management 0.00% No change 900 $24K
Siemens Fonds Invest GmbH 0.00% Reduce -43.3% 893 $24K
Larson Financial Group LLC 0.00% Add +21.0% 894 $24K
Caldwell Sutter Capital, Inc. 0.01% Reduce -0.7% 879 $23K
Strategic Wealth Partners, Ltd. 0.00% Add +25.8% 879 $23K
Activest Wealth Management 0.00% Add +3554.2% 877 $23K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 874 $23K
Torren Management, LLC 0.01% — 857 $23K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -4.2% 842 $23K
Grove Bank & Trust 0.00% Add +3.9% 831 $22K
Spire Wealth Management 0.00% Add +61.2% 822 $22K
Financial Consulate, Inc. 0.00% Add +161.8% 809 $21K
William B. Walkup & Associates, Inc. 0.01% Reduce -0.6% 789 $21K
Curat Global, LLC 0.02% No change 774 $21K
Fortis Group Advisors, LLC 0.00% No change 769 $20K
Brown Brothers Harriman & Co. 0.00% Reduce -3.8% 768 $20K
Purpose Unlimited Inc. 0.00% — 756 $20K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 828 $20K
Cape Investment Advisory, Inc. 0.01% New 746 $20K
Deseret Mutual Benefit Administrators 0.01% No change 736 $20K
Bayforest Capital Ltd 0.01% New 732 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -31.1% 710 $19K
Toth Financial Advisory Corp. 0.00% No change 690 $18K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -3.2% 640 $17K
Kohmann Bosshard Financial Services, LLC 0.00% New 636 $17K
Addison Advisors LLC 0.00% Reduce -5.3% 621 $16K
Country Trust Bank 0.00% Reduce -3.1% 621 $16K
Tompkins Financial Corp. 0.00% No change 599 $16K
Abound Wealth Management 0.00% No change 598 $16K
SageView Advisory Group, LLC 0.00% New 596 $16K
Rakuten Securities, Inc. 0.01% Reduce -29.8% 581 $15K
Asset Dedication, LLC 0.00% Reduce -2.5% 552 $15K
DT Investment Partners, LLC 0.00% No change 540 $14K
PFS Partners, LLC 0.01% No change 536 $14K
DekaBank Deutsche Girozentrale 0.00% No change 642 $14K
Harbour Investments, Inc. 0.00% Reduce -22.9% 514 $14K
Olistico Wealth, LLC 0.01% New 511 $14K
Beacon Financial Strategies CORP 0.01% New 504 $13K
SouthState Bank Corp 0.00% Add +4.2% 501 $13K
DV Trading LLC 0.00% — 500 $13K
FNY Investment Advisers, LLC 0.00% Reduce -74.5% 523 $13K
Neo Ivy Capital Management 0.00% Reduce -98.2% 482 $13K
Eastern Bank 0.00% Reduce -2.8% 479 $13K
LRI Investments, LLC 0.00% Reduce -12.1% 437 $12K
Knott David M Jr 0.01% No change 428 $11K
Indiana Trust & Investment Management Co 0.00% No change 427 $11K
Delos Wealth Advisors, LLC 0.01% Reduce -4.5% 420 $11K
Glen Eagle Advisors, LLC 0.00% No change 420 $11K
St Germain D J Co. Inc. 0.00% Reduce -3.9% 418 $11K
Versant Capital Management, Inc 0.00% Add +12.3% 412 $11K
Elyxium Wealth, LLC 0.00% New 410 $11K
Sunbelt Securities, Inc. 0.00% Add +9.7% 408 $11K
Key Financial Inc 0.00% No change 402 $11K
Aventura Private Wealth, LLC 0.00% No change 399 $11K
Sfam, LLC 0.01% — 387 $10K
Hughes Financial Services, LLC 0.00% No change 387 $10K
Bullock Wealth Management Group 0.01% — 384 $10K
Hartford Financial Management Inc. 0.00% No change 380 $10K
Rossby Financial, LCC 0.00% Add +2.7% 376 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.6% 376 $10K
Hilltop National Bank 0.00% Reduce -0.3% 375 $10K
Vision Retirement, LLC 0.00% — 370 $10K
Private Wealth Management Group, LLC 0.00% No change 368 $10K
Estabrook Capital Management 0.00% Reduce -28.5% 358 $10K
Sittner & Nelson, LLC 0.00% No change 393 $9K
SOA Wealth Advisors, LLC. 0.00% Reduce -9.2% 336 $9K
Root Financial Partners, LLC 0.00% Reduce -39.9% 330 $9K
Harbor Investment Advisory, LLC 0.00% Add +6.5% 328 $9K
Evermay Wealth Management LLC 0.00% No change 327 $9K
GHP Investment Advisors, Inc. 0.00% Add +30.4% 326 $9K
Webster Bank, N. A. 0.00% No change 308 $8K
Bell Investment Advisors, Inc 0.00% Reduce -10.2% 307 $8K
Plante Moran Financial Advisors, LLC 0.00% Reduce -2.3% 304 $8K
Barrett & Company, Inc. 0.00% No change 301 $8K
Field & Main Bank 0.00% No change 300 $8K
Asset Planning,Inc 0.01% No change 299 $8K
Twin Lakes Capital Management, LLC 0.00% No change 296 $8K
Entrust Financial LLC 0.01% — 290 $8K
CENTRAL TRUST Co 0.00% Reduce -18.3% 290 $8K
AdvisorNet Financial, Inc 0.00% Reduce -61.0% 281 $7K
POM Investment Strategies, LLC 0.00% Add +63.2% 279 $7K
Financial Avengers, Inc. 0.00% No change 279 $7K
Godfrey Financial Associates, Inc. 0.01% — 278 $7K
Evelyn Partners Investment Management LLP 0.00% No change 270 $7K
Ogorek Anthony Joseph /NY/ 0.00% No change 274 $7K
Center for Financial Planning, Inc. 0.00% Add +11.3% 257 $7K
S&T Bank 0.00% Reduce -28.1% 256 $7K
Curio Wealth, LLC 0.00% Add +208.8% 247 $7K
Sound Income Strategies, LLC 0.00% Add +855.6% 258 $7K
Nemes Rush Group LLC 0.00% No change 244 $6K
MTM Investment Management, LLC 0.00% No change 235 $6K
Kelleher Financial Advisors 0.00% No change 235 $6K
Valley National Advisers Inc. 0.00% No change 257 $6K
CKW Financial Group 0.00% No change 215 $6K
Banque Transatlantique SA 0.00% Reduce -7.5% 222 $6K
J.Safra Asset Management Corp 0.00% Add +50.0% 219 $6K
Cranbrook Wealth Management, LLC 0.00% No change 216 $6K
Farmers & Merchants Investments Inc. 0.00% Add +4.9% 213 $6K
Mb, Levis & Associates, LLC 0.00% No change 210 $6K
ESL Trust Services, LLC 0.00% No change 208 $6K
JFS Wealth Advisors, LLC 0.00% Add +3.0% 205 $5K
Kilter Group LLC 0.00% Add +296.1% 202 $5K
Clark Wealth Partners 0.00% No change 200 $5K
Chelsea Counsel Co. 0.00% No change 200 $5K
Wealth Preservation Advisors, LLC 0.00% No change 199 $5K
Archer Investment Corp 0.00% Reduce -9.1% 199 $5K
Sachetta, LLC 0.00% Reduce -9.2% 198 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% New 192 $5K
Fortitude Family Office, LLC 0.00% Reduce -16.3% 190 $5K
McIlrath & Eck, LLC 0.00% Add +111.1% 190 $5K
SHP Wealth Management 0.00% — 188 $5K
ORG Partners LLC 0.00% No change 187 $5K
First United Bank & Trust 0.00% No change 180 $5K
Truvestments Capital LLC 0.00% Reduce -25.4% 176 $5K
MCF Advisors LLC 0.00% Add +1.7% 176 $5K
Oakworth Capital, Inc. 0.00% No change 174 $5K
Duncker Streett & Co. Inc. 0.00% No change 168 $4K
Teachers Insurance & Annuity Association of America 0.01% No change 167 $4K
Laurel Wealth Advisors LLC 0.00% New 164 $4K
Creative Financial Designs Inc. 0.00% Reduce -3.1% 156 $4K
Godsey & Gibb, Inc. 0.00% No change 155 $4K
Princeton Global Asset Management LLC 0.00% Add +1076.9% 153 $4K
McGuire Capital Advisors Inc. 0.00% — 152 $4K
Concord Wealth Partners 0.00% No change 151 $4K
Tsfg, LLC 0.00% No change 155 $4K
Hanson & Doremus Investment Management 0.00% No change 168 $4K
Golden State Wealth Management, LLC 0.00% No change 150 $4K
Pflug Koory, LLC 0.00% No change 146 $4K
Inlight Wealth Management, LLC 0.00% No change 141 $4K
Darwin Wealth Management, LLC 0.00% No change 141 $4K
Kozak & Associates, Inc. 0.00% No change 133 $4K
Richardson Capital Management LLC 0.00% No change 135 $4K
West Financial Advisors, LLC 0.00% No change 134 $4K
Clearstead Trust, LLC 0.00% No change 133 $4K
1620 Investment Advisors, Inc. 0.00% Reduce -27.9% 132 $4K
CoreCap Advisors, LLC 0.00% Reduce -37.1% 132 $4K
Compagnie Lombard Odier SCmA 0.00% No change 129 $3K
BOK Financial Private Wealth, Inc. 0.00% No change 127 $3K
Ransom Advisory, Ltd 0.00% No change 125 $3K
Halbert Hargrove Global Advisors, LLC 0.00% No change 125 $3K
Avalon Trust Co 0.00% No change 125 $3K
Armstrong Advisory Group, Inc. 0.00% Reduce -65.1% 125 $3K
Tucker Asset Management LLC 0.00% New 124 $3K
Medallion Wealth Advisors, LLC 0.00% No change 122 $3K
Birchwood Financial Partners, Inc. 0.00% — 120 $3K
Bayban 0.00% — 120 $3K
BankPlus Trust Department 0.00% No change 120 $3K
United Financial Planning Group LLC 0.00% Reduce -4.1% 117 $3K
Dogwood Wealth Management LLC 0.00% No change 116 $3K
OAKMONT Corp 0.00% New 115 $3K
Register Financial Advisors LLC 0.00% No change 114 $3K
Motiv8 Investments LLC 0.00% New 100 $3K
Hazlett, Burt & Watson, Inc. 0.00% Add +1428.6% 107 $3K
CX Institutional 0.00% Add +10.4% 106 $3K
Monetary Solutions, Ltd 0.00% — 110 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 103 $3K
Holos Integrated Wealth LLC 0.00% No change 107 $3K
Lanark Financial, Inc. 0.00% No change 102 $3K
Hilton Head Capital Partners, LLC 0.00% — 102 $3K
GPS Wealth Strategies Group, LLC 0.00% Reduce -86.4% 100 $3K
Pandora Wealth, Inc. 0.00% No change 100 $3K
MidFirst Bank 0.00% — 100 $3K
RMG Wealth Management LLC 0.00% No change 102 $3K
Pinney & Scofield, Inc. 0.00% No change 92 $2K
First Command Advisory Services, Inc. 0.00% Add +100.0% 92 $2K
EFG International AG 0.00% — 92 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 91 $2K
Maryland Capital Advisors Inc. 0.00% No change 90 $2K
Consultiva Wealth Management, Corp. 0.01% No change 90 $2K
Bangor Savings Bank 0.00% No change 88 $2K
Blue Bell Private Wealth Management, LLC 0.00% No change 86 $2K
Prestige Wealth Management Group LLC 0.00% No change 84 $2K
Tanglewood Legacy Advisors, LLC 0.00% Add +29.2% 84 $2K
Cedar Mountain Advisors, LLC 0.00% No change 81 $2K
Lodestone Wealth Management LLC 0.00% New 80 $2K
Abound Financial, LLC 0.00% New 80 $2K
Optima Capital LLC 0.00% New 79 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% Add +34.5% 78 $2K
Financial Management Professionals, Inc. 0.00% No change 77 $2K
Keating Financial Advisory Services, Inc. 0.00% — 76 $2K
Silicon Valley Capital Partners 0.00% No change 76 $2K
Strategic Wealth Advisors LLC 0.00% — 89 $2K
Roble, Belko & Company, Inc 0.00% Add +1600.0% 85 $2K
Lazard Asset Management LLC 0.00% No change 60 $2K
Sunrise Financial Services, LLC 0.00% — 73 $2K
CGC Financial Services, LLC 0.00% No change 73 $2K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 72 $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% No change 70 $2K
Minot DeBlois Advisors LLC 0.00% New 69 $2K
City State Bank 0.00% No change 68 $2K
Boreal Capital Management LLC 0.00% No change 67 $2K
WPG Advisers, LLC 0.00% No change 66 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -55.6% 63 $2K
MPWM Advisory Solutions, LLC 0.00% Reduce -58.8% 63 $2K
North Star Investment Management Corp. 0.00% Add +5.1% 62 $2K
Richardson Financial Services Inc. 0.00% No change 61 $2K
WealthCollab, LLC 0.00% No change 60 $2K
Financial Gravity Asset Management, Inc. 0.00% No change 60 $2K
Anchor Investment Management, LLC 0.00% No change 59 $2K
Marquette Asset Management, LLC 0.00% Reduce -4.9% 58 $2K
Boyd Watterson Asset Management LLC 0.00% Reduce -51.3% 57 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 56 $1K
Lloyd Advisory Services, LLC. 0.00% New 55 $1K
Pinnacle Bancorp, Inc. 0.00% No change 53 $1K
Clarity Asset Management, Inc. 0.00% No change 52 $1K
SWAN Capital LLC 0.00% Reduce -17.7% 51 $1K
Frazier Financial Advisors, LLC 0.00% No change 50 $1K
Horizon Financial Services, LLC 0.00% No change 49 $1K
Graney & King, LLC 0.00% No change 48 $1K
Triumph Capital Management 0.00% New 48 $1K
Heritage Wealth Advisors 0.00% No change 48 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 48 $1K
Meramec Financial Planners, LLC 0.00% — 53 $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% No change 43 $1K
IFS Advisors, LLC 0.00% No change 42 $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
Eq Wealth Advisors, LLC 0.00% New 40 $1K
Flagship Wealth Advisors, LLC 0.00% No change 40 $1K
VSM Wealth Advisory, LLC 0.00% New 40 $1K
Costello Asset Management, INC 0.00% No change 39 $1K
Bogart Wealth, LLC 0.00% Add +50.0% 39 $1K
Pin Oak Investment Advisors Inc. 0.00% No change 27 $1K
Horizon Bancorp Inc. 0.00% New 20 $1K
Horrell Capital Management, Inc. 0.00% No change 27 $1K
Centerpoint Advisors, LLC 0.00% No change 51 $1K
Coston, McIsaac & Partners 0.00% Reduce -35.4% 64 $1K
Capital Advisors, Ltd. LLC 0.00% No change 33 $1K
Elevation Wealth Partners, LLC 0.00% No change 37 $983
Modus Advisors, LLC 0.00% New 35 $930
Glass Jacobson Investment Advisors llc 0.00% No change 34 $904
Peoples Financial Services Corp. 0.00% No change 33 $875
Groupe la Francaise 0.00% Reduce -58.3% 40 $868
DiNuzzo Private Wealth, Inc. 0.00% Reduce -18.4% 31 $824
Raelipskie Partnership 0.00% No change 30 $797
Thompson Investment Management, Inc. 0.00% No change 30 $797
Red Tortoise LLC 0.00% No change 29 $770
Bare Financial Services, Inc 0.00% Reduce -37.0% 29 $770
Barnes Dennig Private Wealth Management LLC 0.00% No change 26 $691
Basepoint Wealth LLC 0.00% New 26 $690
Murphy & Mullick Capital Management Corp 0.00% No change 25 $664
DHJJ Financial Advisors, Ltd. 0.00% No change 25 $664
Piscataqua Savings Bank 0.00% No change 25 $663
Hoey Investments, Inc. 0.00% No change 24 $638
Albion Financial Group 0.00% Add +26.3% 24 $638
Signature Resources Capital Management, LLC 0.00% No change 24 $637
Physician Wealth Advisors, Inc. 0.00% Add +4.5% 23 $611
Comprehensive Financial Planning, Inc. 0.00% Add +666.7% 23 $610
SIMA Wealth Partners, LLC 0.00% No change 21 $558
Horizon Investments, LLC 0.00% New 21 $558
Nvest Wealth Strategies, Inc. 0.00% — 20 $532
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $532
Hurley Capital, LLC 0.00% New 20 $531
Islay Capital Management, LLC 0.00% No change 20 $531
Fourth Dimension Wealth, LLC 0.00% No change 20 $531
Navalign, LLC 0.00% New 20 $531
Cullen/Frost Bankers, Inc. 0.00% New 20 $531
Cornerstone Planning Group LLC 0.00% Reduce -15.4% 22 $521
Pacific Center for Financial Services 0.00% No change 16 $481
New England Capital Financial Advisors LLC 0.00% No change 18 $479
Ameriflex Group, Inc. 0.00% Reduce -50.0% 17 $452
JNBA Financial Advisors 0.00% No change 17 $452
Salomon & Ludwin, LLC 0.00% Reduce -81.1% 17 $447
Rachor Investment Advisory Services, LLC 0.00% — 16 $425
Quaker Wealth Management, LLC 0.00% Add +25.0% 15 $399
Bruce G. Allen Investments, LLC 0.00% No change 15 $398
Lavaca Capital LLC 0.00% Reduce -72.7% 15 $398
Colonial Trust Advisors 0.00% No change 15 $398
Family CFO Inc 0.00% New 14 $372
Bay Harbor Wealth Management, LLC 0.00% Add +40.0% 14 $371
ROSS\JOHNSON & Associates LLC 0.01% No change 13 $345
Financial Freedom, LLC 0.00% Reduce -29.4% 12 $319
Strive Financial Group ,LLC 0.00% — 12 $319
Manchester Capital Management LLC 0.00% New 12 $319
Crewe Advisors LLC 0.00% No change 11 $293
Mascoma Wealth Management LLC 0.00% Reduce -47.6% 11 $292
Wells Financial Advisors INC 0.00% No change 10 $266
MH & Associates Securities Management Corp. 0.00% — 10 $266
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 10 $266
Wolff Wiese Magana LLC 0.00% No change 10 $266
Corsicana & Co. 0.00% No change 10 $266
Global Wealth Strategies & Associates 0.00% No change 10 $266
Legacy Wealth Managment, LLC 0.00% No change 10 $266
Rialto Wealth Management, LLC 0.00% Reduce -65.5% 10 $266
Proathlete Wealth Management LLC 0.00% New 10 $265
MidAtlantic Capital Management, Inc. 0.00% New 9 $239
Centennial Bank 0.00% No change 9 $239
GoalVest Advisory LLC 0.00% No change 9 $239
REAP Financial Group, LLC 0.00% No change 9 $239
Maseco LLP 0.00% No change 9 $239
Toronto Dominion Bank 0.00% New 8 $216
Harbor Asset Planning, Inc. 0.00% No change 8 $213
West Branch Capital LLC 0.00% New 8 $213
Birchbrook, Inc. 0.00% No change 8 $213
Financial Perspectives, Inc 0.00% No change 8 $212
Quattro Advisors LLC 0.00% — 7 $186
HighMark Wealth Management LLC 0.00% No change 6 $159
Strengthening Families & Communities, LLC 0.00% Reduce -14.3% 6 $159
First Horizon Corp. 0.00% Reduce -88.0% 6 $159
Trust Co 0.00% New 6 $159
Strategic Investment Solutions, Inc. 0.00% No change 6 $159
Dunhill Financial, LLC 0.00% New 5 $146
Mark Sheptoff Financial Planning, LLC 0.00% No change 5 $133
Mechanics Financial Corp 0.00% No change 5 $133
Colonial Trust Co / SC 0.00% No change 5 $133
Fairscale Capital, LLC 0.00% No change 3 $80
Raffa Wealth Management, LLC 0.00% No change 3 $80
Your Advocates Ltd., LLP 0.00% No change 3 $80
American Capital Advisory, LLC 0.00% No change 3 $80
Signature Equity Partners, LLC 0.00% — 3 $80
HHM Wealth Advisors, LLC 0.00% No change 2 $54
HFM Investment Advisors, LLC 0.00% Reduce -77.8% 2 $54
Tidemark, LLC 0.00% New 2 $53
Caitlin John, LLC 0.00% No change 2 $53
Westside Investment Management, Inc. 0.00% No change 1 $27
Tradewinds Capital Management, LLC 0.00% Reduce -99.0% 1 $27
Global Trust Asset Management, LLC 0.00% No change 1 $27
Elevated Capital Advisors, LLC 0.00% New 1 $27
Valued Wealth Advisors LLC 0.00% No change 1 $27
Resources Management Corp. /CT/ 0.00% No change 3 $0
Financial Connections Group, Inc. 0.00% No change 3 $0
IFC & Insurance Marketing, Inc. 0.00% — 3 $0
Phillip James Consulting Co. 0.00% — 20 $0

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