Kyndryl HoldingsKD
13F holders, Q1 2026 (March 31)667holders −38
87new positions
127sold out
7famous investors
$13.12avg. 13F price*
At the end of Q1 2026, 667 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, down 38 from Q4 2025. 87 opened new positions and 127 sold out. The largest holders were BlackRock, Inc. ($294.6M), Vanguard Portfolio Management LLC ($222.4M) and AQR Capital Management ($150.0M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Kyndryl Holdings Inc.
- CUSIP
- 50155Q100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $49.9M |
| Exits | 127 | $385.9M |
All 13F filers, Q4 2025 → Q1 2026: 35,167,392 shares bought and 45,873,904 shares sold, net −10,706,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 667 holders
| BlackRock, Inc. | 0.01% | Add +1.7% | 22,456,400 | $294.6M |
| Vanguard Portfolio Management LLC | 0.01% | — | 16,949,095 | $222.4M |
| AQR Capital Management | 0.07% | Add +83.1% | 11,795,558 | $150.0M |
| Neuberger Berman Group LLC | 0.10% | Reduce -32.8% | 10,390,679 | $136.0M |
| FMR LLC | 0.01% | Reduce -59.2% | 10,245,843 | $134.4M |
| Vanguard Capital Management LLC | 0.00% | — | 10,045,056 | $131.8M |
| State Street Corp. | 0.00% | Reduce -1.0% | 7,299,940 | $95.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 4,592,339 | $61.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 4,649,811 | $61.0M |
| Sound Shore Management Inc | 1.82% | Add +39.5% | 4,147,984 | $54.4M |
| Cooper Creek Partners Management LLC | 2.46% | Add +498.5% | 3,895,949 | $51.1M |
| D. E. Shaw & Co. | 0.04% | Add +242.1% | 3,883,516 | $51.0M |
| Cortland Associates Inc. | 6.19% | Add +57.9% | 3,286,561 | $43.1M |
| GMT Capital Corp | 1.76% | Add +52.3% | 2,940,900 | $38.6M |
| Morgan Stanley | 0.00% | Add +41.6% | 2,750,357 | $36.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.1% | 2,712,635 | $35.6M |
| Gotham Asset Management | 0.10% | Add +410.4% | 2,417,338 | $31.7M |
| UBS Group AG | 0.01% | Add +15.7% | 2,378,784 | $31.2M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 2,009,711 | $26.4M |
| Voloridge Investment Management, LLC | 0.10% | Add +1725.0% | 1,976,763 | $25.9M |
| Arnhold LLC | 1.85% | Add +60.5% | 1,922,860 | $25.2M |
| Citadel Advisors | 0.02% | Add +1056.6% | 1,868,464 | $24.5M |
| Bank of America Corp. | 0.00% | Add +12.8% | 1,792,792 | $23.5M |
| Bank of New York Mellon Corp | 0.00% | Add +4.7% | 1,671,839 | $21.9M |
| Deutsche Bank AG | 0.01% | Add +27.8% | 1,592,288 | $20.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +148.7% | 1,451,791 | $19.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 1,420,416 | $18.6M |
| Invesco Ltd. | 0.00% | Reduce -39.1% | 1,348,271 | $17.7M |
| JPMorgan Chase & Co. | 0.00% | Add +36.8% | 1,178,714 | $14.8M |
| Douglas Lane & Associates, LLC | 0.19% | Add +2.9% | 990,319 | $13.0M |
| Federated Hermes, Inc. | 0.02% | Add +37.1% | 940,931 | $12.3M |
| Solas Capital Management, LLC | 6.91% | Add +124.6% | 915,443 | $12.0M |
| BNP Paribas Financial Markets | 0.01% | Add +199.4% | 915,024 | $12.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -31.2% | 834,882 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.0% | 731,548 | $9.6M |
| Defiance ETFs, LLC | 0.13% | Add +127.9% | 704,069 | $9.2M |
| Penserra Capital Management LLC | 0.11% | Add +127.9% | 704,069 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.9% | 671,440 | $8.8M |
| Leith Wheeler Investment Counsel Ltd. | 0.70% | Add +0.2% | 645,533 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.8% | 619,318 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Add +953.4% | 596,299 | $7.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -23.2% | 293,825 | $7.8M |
| Algert Global LLC | 0.12% | Add +141.5% | 582,650 | $7.6M |
| Two Sigma Investments, LP | 0.01% | Add +150.7% | 532,300 | $7.0M |
| Tudor Investment Corporation | 0.04% | Add +108.7% | 526,114 | $6.9M |
| Principal Financial Group Inc. | 0.00% | Add +3.7% | 510,154 | $6.7M |
| First Trust Advisors LP | 0.00% | Add +31.8% | 500,446 | $6.6M |
| Swiss National Bank | 0.00% | No change | 455,700 | $6.0M |
| Vident Advisory, LLC | 0.05% | Reduce -0.8% | 448,827 | $5.9M |
| Royce & Associates LP | 0.06% | Reduce -77.2% | 437,528 | $5.7M |
| HRT Financial LP | 0.01% | Add +170.0% | 415,058 | $5.4M |
| Aquatic Capital Management LLC | 0.16% | New | 414,224 | $5.4M |
| Nuveen, LLC | 0.00% | Add +1.4% | 414,194 | $5.4M |
| OP Asset Management Ltd | 0.05% | Reduce -33.3% | 408,819 | $5.4M |
| Cygnus Capital Advisors, LLC | 3.46% | New | 386,000 | $5.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -79.1% | 346,671 | $4.5M |
| Nordea Investment Management AB | 0.00% | Reduce -25.1% | 344,953 | $4.4M |
| Legal & General Group Plc | 0.00% | Reduce -18.4% | 327,177 | $4.3M |
| Balyasny Asset Management L.P. | 0.01% | Add +268.3% | 326,957 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 318,297 | $4.2M |
| National Bank of Canada | 0.00% | Add +9.2% | 301,478 | $4.0M |
| Arini Capital Management Ltd | 0.62% | New | 300,000 | $3.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 291,268 | $3.8M |
| Amundi | 0.00% | Reduce -18.7% | 288,495 | $3.8M |
| Engineers Gate Manager LP | 0.05% | Add +226.9% | 287,017 | $3.8M |
| Retirement Systems of Alabama | 0.01% | Add +2.1% | 280,207 | $3.7M |
| Mariner, LLC | 0.00% | Add +52.6% | 276,294 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +23.3% | 267,265 | $3.5M |
| Sei Investments Co. | 0.00% | Reduce -12.2% | 259,095 | $3.4M |
| Cerity Partners LLC | 0.00% | Add +66.9% | 253,108 | $3.3M |
| Ieq Capital, LLC | 0.01% | Add +2.6% | 246,031 | $3.2M |
| Canada Pension Plan Investment Board | 0.00% | New | 242,100 | $3.2M |
| American Century Companies Inc. | 0.00% | Reduce -78.3% | 229,427 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -42.6% | 228,489 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.3% | 217,598 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 217,592 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 215,891 | $2.8M |
| Waterfront Wealth Inc. | 0.50% | New | 208,863 | $2.7M |
| Citigroup Inc. | 0.00% | Add +95.0% | 208,768 | $2.7M |
| Oak Thistle LLC | 0.26% | Add +741.0% | 205,231 | $2.7M |
| Holocene Advisors, LP | 0.01% | New | 203,221 | $2.7M |
| Barclays PLC | 0.00% | Reduce -5.2% | 200,842 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 200,067 | $2.6M |
| Drexel Morgan & Co. | 0.38% | Add +100.0% | 200,000 | $2.6M |
| Cwm, LLC | 0.01% | Add +89.9% | 198,053 | $2.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 196,626 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -3.7% | 185,521 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Add +24.9% | 183,983 | $2.4M |
| Dark Forest Capital Management LP | 0.21% | New | 183,647 | $2.4M |
| GAMCO Investors | 0.02% | Add +2.7% | 178,221 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +92.6% | 175,835 | $2.3M |
| CastleKnight Management LP | 0.11% | Add +12.8% | 175,100 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 174,861 | $2.3M |
| Occudo Quantitative Strategies LP | 0.12% | New | 164,132 | $2.3M |
| Creative Planning | 0.00% | Add +72.1% | 156,730 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 156,668 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.1% | 148,802 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -12.1% | 140,770 | $1.8M |
| Millennium Management | 0.00% | Reduce -81.4% | 138,506 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -8.7% | 125,439 | $1.6M |
| Sky Investment Group LLC | 0.29% | Reduce -8.7% | 124,007 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -37.2% | 123,674 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +184.2% | 119,447 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -85.6% | 118,665 | $1.6M |
| Edgestream Partners, L.P. | 0.05% | Reduce -23.2% | 117,248 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +132.3% | 114,691 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +32.0% | 114,457 | $1.5M |
| Alpha Omega Wealth Management LLC | 0.24% | Add +137.9% | 113,803 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -82.5% | 113,078 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +42.0% | 112,737 | $1.5M |
| Jump Financial, LLC | 0.02% | New | 110,100 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +43.6% | 104,109 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.4% | 116,696 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 103,328 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 102,327 | $1.3M |
| Kestra Investment Management, LLC | 0.02% | Add +640.8% | 102,165 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -77.8% | 102,179 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 100,330 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -9.3% | 97,638 | $1.3M |
| Treasurer of the State of North Carolina | 0.00% | Add +0.4% | 97,261 | $1.3M |
| Man Group plc | 0.00% | Reduce -3.7% | 96,315 | $1.3M |
| Quinn Opportunity Partners LLC | 0.07% | New | 95,000 | $1.2M |
| Blackstone Inc. | 0.01% | New | 93,245 | $1.2M |
| Boothbay Fund Management, LLC | 0.03% | New | 93,079 | $1.2M |
| Poehling Capital Management, INC. | 0.24% | New | 88,056 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -7.9% | 87,591 | $1.1M |
| Cruiser Capital Advisors, LLC | 0.44% | New | 86,030 | $1.1M |
| Prelude Capital Management, LLC | 0.09% | Reduce -43.9% | 84,918 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +17.4% | 82,481 | $1.1M |
| Dakota Wealth Management | 0.02% | Add +94.2% | 80,700 | $1.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.15% | No change | 80,000 | $1.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +2.6% | 77,726 | $1.0M |
| FORA Capital, LLC | 0.07% | New | 77,242 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -12.7% | 76,257 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -70.7% | 72,813 | $947K |
| Quadrature Capital Ltd | 0.01% | New | 71,898 | $943K |
| TCTC Holdings, LLC | 0.03% | Reduce -4.8% | 71,574 | $939K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.5% | 71,409 | $937K |
| Allstate Corp. | 0.01% | New | 71,259 | $935K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +107.9% | 70,718 | $928K |
| Bridgefront Capital, LLC | 0.23% | Add +259.3% | 69,734 | $915K |
| Stifel Financial Corp. | 0.00% | Add +10.2% | 67,264 | $883K |
| Louisiana State Employees Retirement System | 0.02% | Add +4.9% | 66,300 | $870K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -11.8% | 66,126 | $868K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 65,698 | $862K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 64,255 | $844K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 64,005 | $840K |
| CenterBook Partners LP | 0.04% | Reduce -18.9% | 62,980 | $826K |
| Arizona State Retirement System | 0.00% | Reduce -2.0% | 62,782 | $824K |
| Brooklyn Investment Group | 0.03% | New | 62,219 | $816K |
| Entropy Technologies, LP | 0.04% | New | 62,178 | $816K |
| Bank of Montreal | 0.00% | Add +73.8% | 61,658 | $809K |
| Equitable Holdings, Inc. | 0.01% | Add +24.5% | 30,613 | $804K |
| Focus Partners Wealth | 0.00% | Add +52.1% | 60,245 | $790K |
| Axq Capital, LP | 0.10% | New | 60,162 | $789K |
| Fifth Third Bancorp | 0.00% | Add +2985.2% | 60,131 | $789K |
| Tidal Investments LLC | 0.00% | Reduce -88.0% | 58,678 | $770K |
| Handelsbanken Fonder AB | 0.00% | No change | 58,600 | $769K |
| Gabelli Funds LLC | 0.01% | Reduce -9.1% | 58,555 | $768K |
| Royal Bank of Canada | 0.00% | Add +13.8% | 58,320 | $765K |
| Summit Trail Advisors, LLC | 0.01% | Add +107.1% | 57,939 | $760K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 57,268 | $751K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 55,505 | $728K |
| State of Michigan Retirement System | 0.00% | Add +1.9% | 55,034 | $722K |
| IMC-Chicago, LLC | 0.01% | Add +235.4% | 55,005 | $722K |
| Bokf, NA | 0.01% | New | 54,822 | $719K |
| L2 Asset Management, LLC | 0.07% | Add +295.5% | 53,189 | $698K |
| Captrust Financial Advisors | 0.00% | Reduce -25.8% | 52,478 | $688K |
| Commerce Bank | 0.00% | Reduce -5.1% | 51,718 | $679K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.2% | 51,497 | $676K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.9% | 51,300 | $673K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 51,206 | $672K |
| Osaic Holdings, Inc. | 0.00% | Add +16.4% | 50,081 | $657K |
| New Mexico Educational Retirement Board | 0.02% | No change | 47,589 | $624K |
| Headlands Technologies LLC | 0.07% | New | 47,142 | $619K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.3% | 46,939 | $616K |
| Jain Global LLC | 0.01% | New | 44,473 | $583K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +31.6% | 44,355 | $582K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -42.1% | 43,728 | $574K |
| Nomura Holdings Inc. | 0.00% | New | 43,698 | $573K |
| Cacti Asset Management LLC | 0.03% | No change | 42,760 | $561K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 41,888 | $550K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +9.9% | 40,478 | $531K |
| Cetera Investment Advisers | 0.00% | Reduce -20.9% | 37,584 | $493K |
| Greenwich Wealth Management LLC | 0.02% | Add +16.4% | 37,248 | $489K |
| Pictet Asset Management Holding SA | 0.00% | Add +5.8% | 35,996 | $472K |
| Victory Capital Management Inc. | 0.00% | Add +5.0% | 35,673 | $468K |
| Diametric Capital, LP | 0.12% | New | 34,458 | $452K |
| Pathstone Holdings, LLC | 0.00% | Add +84.6% | 34,095 | $447K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 33,261 | $436K |
| Integrated Wealth Concepts LLC | 0.00% | New | 33,229 | $436K |
| Truist Financial Corp. | 0.00% | Add +25.0% | 32,694 | $429K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.3% | 32,291 | $424K |
| Covestor Ltd | 0.29% | Reduce -5.3% | 32,043 | $420K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.9% | 31,502 | $413K |
| Evergreen Capital Management LLC | 0.01% | New | 30,532 | $401K |
| AREX Capital Management, LP | 0.65% | New | 30,000 | $394K |
| Xponance LLC | 0.00% | Add +27.6% | 29,993 | $394K |
| Natixis Advisors, LLC | 0.00% | Reduce -30.2% | 29,797 | $391K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +9.8% | 29,697 | $389K |
| 180 Wealth Advisors, LLC | 0.04% | Add +78.5% | 28,821 | $378K |
| Chicago Partners Investment Group LLC | 0.01% | Add +178.3% | 26,034 | $372K |
| New York Life Investment Management LLC | 0.00% | Add +27.2% | 27,273 | $358K |
| Glenview Trust Co | 0.01% | Reduce -0.1% | 27,122 | $356K |
| Merit Financial Group, LLC | 0.00% | Add +17.1% | 26,679 | $350K |
| Bleakley Financial Group, LLC | 0.01% | Add +82.9% | 26,630 | $349K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 26,321 | $345K |
| Walleye Capital LLC | 0.00% | Add +163.2% | 26,108 | $343K |
| Allworth Financial LP | 0.00% | Add +40.0% | 25,880 | $340K |
| Inspire Advisors, LLC | 0.03% | Add +85.5% | 25,034 | $328K |
| Independent Financial Group, LLC | 0.01% | Add +24.8% | 24,652 | $323K |
| M Holdings Securities, Inc. | 0.02% | Add +0.4% | 27,038 | $319K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 24,015 | $315K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -0.6% | 23,706 | $311K |
| Brighton Jones LLC | 0.01% | New | 23,635 | $310K |
| Group One Trading LLC | 0.01% | New | 23,374 | $307K |
| CSS LLC | 0.05% | Reduce -6.1% | 23,010 | $302K |
| Swiss Life Asset Management Ltd | 0.00% | Add +20.6% | 22,936 | $301K |
| Sterneck Capital Management, LLC | 0.13% | No change | 22,686 | $298K |
| Chelsea Counsel Co. | 0.13% | Add +11000.0% | 22,200 | $291K |
| VARCOV Co. | 0.11% | New | 21,994 | $289K |
| Hantz Financial Services, Inc. | 0.00% | Add +430.6% | 21,611 | $284K |
| Jones Financial Companies LLLP | 0.00% | Add +10.4% | 22,216 | $275K |
| Elo Mutual Pension Insurance Co | 0.00% | New | 20,066 | $263K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.4% | 19,515 | $256K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.8% | 18,846 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | New | 18,693 | $245K |
| HB Wealth Management, LLC | 0.00% | Add +122.3% | 18,625 | $244K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -23.6% | 18,458 | $242K |
| FourThought Financial Partners, LLC | 0.02% | New | 18,420 | $242K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -17.7% | 18,169 | $238K |
| Lazard Asset Management LLC | 0.00% | Add +29796.7% | 17,938 | $235K |
| Advisory Services Network, LLC | 0.00% | New | 17,627 | $231K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.4% | 17,002 | $223K |
| Securian Asset Management, Inc. | 0.01% | Add +1.1% | 16,847 | $221K |
| Ethic Inc. | 0.00% | Add +108.8% | 16,745 | $220K |
| M&T Bank Corp | 0.00% | Add +37.9% | 16,490 | $216K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +58.5% | 16,463 | $216K |
| Centiva Capital, LP | 0.01% | New | 15,998 | $210K |
| one8zero8, LLC | 0.05% | Reduce -10.2% | 15,882 | $208K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Add +5.6% | 15,876 | $208K |
| Inceptionr LLC | 0.05% | New | 15,576 | $204K |
| Semanteon Capital Management, LP | 2.69% | New | 15,281 | $200K |
| Red Door Wealth Management, LLC | 0.02% | Add +63.0% | 14,338 | $188K |
| Quadrant Capital Group LLC | 0.01% | Reduce -47.9% | 14,163 | $186K |
| Prudential Financial Inc. | 0.00% | Reduce -94.0% | 14,151 | $186K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.8% | 14,099 | $185K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -13.8% | 13,940 | $184K |
| Sagewood Asset Management LP | 0.06% | New | 13,906 | $182K |
| Atria Investments, Inc | 0.00% | New | 13,855 | $182K |
| State of Wyoming | 0.02% | Add +22.4% | 13,506 | $177K |
| US Bancorp \de | 0.00% | Reduce -40.5% | 13,439 | $176K |
| 1ST Source Bank | 0.01% | No change | 13,405 | $176K |
| MAI Capital Management | 0.00% | Add +346.1% | 13,401 | $176K |
| Benjamin Edwards Inc. | 0.00% | Add +38.1% | 13,258 | $174K |
| Diversify Wealth Management, LLC | 0.00% | New | 12,438 | $174K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -38.9% | 12,984 | $170K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -96.8% | 12,905 | $169K |
| Transcend Capital Advisors, LLC | 0.01% | Add +5.0% | 12,823 | $168K |
| Krilogy Financial LLC | 0.01% | Reduce -5.9% | 12,013 | $167K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.02% | No change | 12,600 | $165K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,500 | $164K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 12,408 | $163K |
| Kickstand Ventures, Llc. | 0.03% | No change | 12,390 | $163K |
| Utah Retirement Systems | 0.00% | No change | 12,226 | $160K |
| Black Maple Capital Management LP | 0.12% | New | 12,000 | $157K |
| denkapparat Operations GmbH | 0.06% | No change | 11,738 | $154K |
| DNB Asset Management AS | 0.00% | New | 11,712 | $154K |
| Maryland State Retirement & Pension System | 0.00% | No change | 11,614 | $152K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -69.0% | 11,442 | $150K |
| Kestra Advisory Services, LLC | 0.00% | Add +49.4% | 11,266 | $148K |
| Castlekeep Investment Advisors LLC | 0.08% | Add +20.9% | 11,265 | $148K |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,215 | $147K |
| Bull Harbor Capital LLC | 0.04% | — | 11,212 | $147K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.3% | 11,075 | $145K |
| LexAurum Advisors, LLC | 0.02% | — | 10,908 | $143K |
| Aspen Grove Capital, LLC | 0.03% | Add +0.6% | 10,398 | $136K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -44.9% | 10,263 | $135K |
| Rothschild Investment LLC | 0.01% | Add +178.6% | 10,254 | $135K |
| Ancora Advisors LLC | 0.00% | Reduce -93.6% | 10,225 | $134K |
| LMG Wealth Partners, LLC | 0.02% | New | 10,000 | $131K |
| Fox Run Management, L.L.C. | 0.02% | Reduce -78.7% | 10,289 | $129K |
| Corient Private Wealth LP | 0.00% | Reduce -78.6% | 11,128 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +17.6% | 9,421 | $124K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +148.0% | 9,400 | $123K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.9% | 9,093 | $117K |
| Arax Advisory Partners | 0.00% | Add +160.7% | 8,580 | $113K |
| GAMMA Investing LLC | 0.00% | Add +62.6% | 7,819 | $103K |
| Quarry LP | 0.02% | Add +516.2% | 7,296 | $96K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.9% | 7,241 | $95K |
| KBC Group NV | 0.00% | No change | 6,407 | $84K |
| Bessemer Group Inc. | 0.00% | Add +10.8% | 6,079 | $80K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 5,578 | $73K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +24.4% | 5,469 | $72K |
| STRS Ohio | 0.00% | Reduce -96.0% | 5,434 | $71K |
| TD Private Client Wealth LLC | 0.00% | Reduce -31.6% | 4,803 | $63K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +36.5% | 4,518 | $59K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +7.5% | 4,608 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.5% | 3,928 | $52K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 3,696 | $48K |
| Parallel Advisors, LLC | 0.00% | Add +14.9% | 3,628 | $48K |
| NFSG Corp | 0.01% | Add +177.2% | 2,830 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.1% | 2,789 | $37K |
| McMillan Office, Inc. | 0.00% | Reduce -2.1% | 2,752 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | Add +89.3% | 2,444 | $31K |
| IFP Advisors, Inc | 0.00% | Add +17.6% | 2,248 | $29K |
| Larson Financial Group LLC | 0.00% | Add +140.8% | 2,153 | $28K |
| Broadwater Capital Management LLC | 0.02% | No change | 1,037 | $28K |
| HM Payson & Co. | 0.00% | Reduce -39.2% | 2,064 | $27K |
| Blue Trust, Inc. | 0.00% | Reduce -31.1% | 1,974 | $26K |
| William B. Walkup & Associates, Inc. | 0.01% | Add +0.6% | 794 | $25K |
| NBT Bank, N.A. | 0.00% | Add +41.7% | 1,882 | $25K |
| UMB Bank, n.a. | 0.00% | Reduce -42.7% | 1,863 | $24K |
| Whittier Trust Co. | 0.00% | Reduce -20.8% | 1,713 | $22K |
| Huntington National Bank | 0.00% | Add +62.8% | 1,634 | $21K |
| Community Bank, N.A. | 0.00% | No change | 1,610 | $21K |
| Montag A & Associates Inc. | 0.00% | No change | 1,583 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -7.8% | 1,538 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -69.5% | 1,535 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +29.6% | 1,528 | $20K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 1,500 | $20K |
| Investors Research Corp | 0.00% | Reduce -1.1% | 1,464 | $19K |
| International Assets Investment Management, LLC | 0.00% | Reduce -2.2% | 1,488 | $19K |
| Smithfield Trust Co | 0.00% | No change | 1,361 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -1.4% | 1,443 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +281.4% | 1,434 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,386 | $18K |
| TFC Financial Management, Inc. | 0.00% | No change | 1,368 | $18K |
| Clearstead Advisors, LLC | 0.00% | Reduce -37.2% | 1,349 | $18K |
| Deseret Mutual Benefit Administrators | 0.01% | Add +81.3% | 1,334 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -15.0% | 1,394 | $17K |
| Salomon & Ludwin, LLC | 0.00% | Add +7658.8% | 1,319 | $17K |
| Assetmark, Inc. | 0.00% | Add +25.3% | 1,319 | $17K |
| NewEdge Advisors, LLC | 0.00% | Reduce -54.3% | 1,314 | $17K |
| Summit Securities Group LLC | 0.01% | New | 1,292 | $17K |
| Private Trust Co. NA | 0.00% | No change | 1,281 | $17K |
| Freestone Grove Partners LP | 0.00% | New | 1,261 | $17K |
| Versant Capital Management, Inc | 0.00% | Add +187.6% | 1,185 | $16K |
| Essential Partners LLC | 0.01% | Reduce -66.9% | 1,183 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.7% | 1,074 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +120.8% | 1,135 | $15K |
| Quent Capital, LLC | 0.00% | Reduce -7.3% | 1,076 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 1,070 | $14K |
| True Wealth Design, LLC | 0.00% | Reduce -23.3% | 1,061 | $14K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,009 | $13K |
| Flax Pond Capital, LLC | 0.01% | New | 1,000 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1169.7% | 965 | $13K |
| Hollencrest Capital Management | 0.00% | No change | 900 | $12K |
| Siemens Fonds Invest GmbH | 0.00% | No change | 893 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 879 | $12K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -0.3% | 876 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 874 | $11K |
| Wealth Preservation Advisors, LLC | 0.01% | Add +333.2% | 862 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.2% | 844 | $11K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 788 | $10K |
| Financial Consulate, Inc. | 0.00% | Reduce -4.6% | 772 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 769 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 766 | $10K |
| Purpose Unlimited Inc. | 0.00% | No change | 756 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 720 | $9K |
| Westfuller Advisors, LLC | 0.00% | New | 720 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 710 | $9K |
| Kelleher Financial Advisors | 0.00% | No change | 235 | $9K |
| Kilter Group LLC | 0.00% | Add +243.6% | 694 | $9K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -10.5% | 741 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 690 | $9K |
| Rossby Financial, LCC | 0.00% | Add +75.3% | 659 | $8K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.2% | 641 | $8K |
| Addison Advisors LLC | 0.00% | No change | 621 | $8K |
| Country Trust Bank | 0.00% | No change | 621 | $8K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 642 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 599 | $8K |
| Abound Wealth Management | 0.00% | No change | 598 | $8K |
| POM Investment Strategies, LLC | 0.01% | Add +98.6% | 554 | $7K |
| Activest Wealth Management | 0.00% | Reduce -37.5% | 548 | $7K |
| PFS Partners, LLC | 0.00% | No change | 536 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -43.4% | 535 | $7K |
| Spire Wealth Management | 0.00% | Reduce -35.4% | 531 | $7K |
| Olistico Wealth, LLC | 0.00% | No change | 511 | $7K |
| SouthState Bank Corp | 0.00% | No change | 501 | $7K |
| Anfield Capital Management, LLC | 0.00% | New | 500 | $7K |
| Asset Dedication, LLC | 0.00% | Reduce -10.0% | 497 | $7K |
| Beacon Financial Strategies CORP | 0.00% | Reduce -3.2% | 488 | $6K |
| Hanson & Doremus Investment Management | 0.00% | Add +155.4% | 429 | $6K |
| LRI Investments, LLC | 0.00% | No change | 437 | $6K |
| Knott David M Jr | 0.00% | No change | 428 | $6K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 427 | $6K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 420 | $6K |
| Aventura Private Wealth, LLC | 0.00% | Add +5.0% | 419 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 416 | $5K |
| Eastern Bank | 0.00% | Reduce -13.4% | 415 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 393 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -33.0% | 389 | $5K |
| Sfam, LLC | 0.00% | No change | 387 | $5K |
| Mather Group, Llc. | 0.00% | New | 385 | $5K |
| Hartford Financial Management Inc. | 0.00% | No change | 380 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -9.5% | 380 | $5K |
| Bullock Wealth Management Group | 0.00% | No change | 384 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -52.6% | 364 | $5K |
| Vision Retirement, LLC | 0.00% | Reduce -1.9% | 363 | $5K |
| Estabrook Capital Management | 0.00% | No change | 358 | $5K |
| St Germain D J Co. Inc. | 0.00% | Reduce -15.8% | 352 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -87.5% | 350 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 336 | $4K |
| Hughes Financial Services, LLC | 0.00% | Reduce -13.2% | 336 | $4K |
| Evermay Wealth Management LLC | 0.00% | No change | 327 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 307 | $4K |
| True Link Financial Advisors, LLC | 0.00% | New | 304 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -7.6% | 303 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 301 | $4K |
| Field & Main Bank | 0.00% | No change | 300 | $4K |
| Asset Planning,Inc | 0.00% | No change | 299 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +6.0% | 298 | $4K |
| WealthCollab, LLC | 0.00% | Add +395.0% | 297 | $4K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 296 | $4K |
| Webster Bank, N. A. | 0.00% | Reduce -4.5% | 294 | $4K |
| PlanVest Financial, Inc | 0.00% | — | 293 | $4K |
| High Note Wealth, LLC | 0.00% | New | 291 | $4K |
| Entrust Financial LLC | 0.00% | No change | 290 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -29.9% | 286 | $4K |
| Financial Avengers, Inc. | 0.00% | No change | 279 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 278 | $4K |
| Hilltop National Bank | 0.00% | Reduce -26.1% | 277 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -17.2% | 270 | $4K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 270 | $4K |
| Burk Holdings LLC | 0.00% | New | 268 | $4K |
| Key Financial Inc | 0.00% | Reduce -33.8% | 266 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +36.5% | 262 | $3K |
| S&T Bank | 0.00% | No change | 256 | $3K |
| Davis Asset Management, L.P. | 0.00% | New | 254 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 258 | $3K |
| Curat Global, LLC | 0.00% | Reduce -68.5% | 244 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 244 | $3K |
| Curio Wealth, LLC | 0.00% | Reduce -2.8% | 240 | $3K |
| MTM Investment Management, LLC | 0.00% | No change | 235 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 234 | $3K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -10.1% | 231 | $3K |
| Destiny Wealth Partners, LLC | 0.00% | New | 230 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 229 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 274 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 257 | $3K |
| CKW Financial Group | 0.00% | No change | 215 | $3K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 216 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 213 | $3K |
| ESL Trust Services, LLC | 0.00% | No change | 208 | $3K |
| Paladin Advisory Group, LLC | 0.00% | New | 200 | $3K |
| Archer Investment Corp | 0.00% | No change | 199 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -7.1% | 195 | $3K |
| Sachetta, LLC | 0.00% | Reduce -2.0% | 194 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +21.1% | 189 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +659.1% | 167 | $2K |
| SHP Wealth Management | 0.00% | Reduce -1.6% | 185 | $2K |
| First United Bank & Trust | 0.00% | No change | 180 | $2K |
| MCF Advisors LLC | 0.00% | Add +1.7% | 179 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Add +17.3% | 176 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 174 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -2.3% | 172 | $2K |
| McIlrath & Eck, LLC | 0.00% | Reduce -9.5% | 172 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +29.6% | 171 | $2K |
| Teachers Insurance & Annuity Association of America | 0.00% | No change | 167 | $2K |
| United Financial Planning Group LLC | 0.00% | Add +35.0% | 158 | $2K |
| Bayban | 0.00% | Add +30.8% | 157 | $2K |
| Napier Financial, LLC | 0.00% | New | 156 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 155 | $2K |
| Tsfg, LLC | 0.00% | Add +3.2% | 160 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 146 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -52.6% | 144 | $2K |
| Banque Transatlantique SA | 0.00% | Reduce -34.7% | 145 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 141 | $2K |
| CVA Family Office, LLC | 0.00% | New | 139 | $2K |
| Richardson Capital Management LLC | 0.00% | No change | 135 | $2K |
| West Financial Advisors, LLC | 0.00% | No change | 134 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 133 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 133 | $2K |
| Marquette Asset Management, LLC | 0.00% | Add +125.9% | 131 | $2K |
| RMG Wealth Management LLC | 0.00% | Add +42.2% | 145 | $2K |
| Ballast Advisors LLC | 0.00% | New | 130 | $2K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 129 | $2K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 40 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 125 | $2K |
| Avalon Trust Co | 0.00% | No change | 125 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $2K |
| Birchwood Financial Partners, Inc. | 0.00% | No change | 120 | $2K |
| BankPlus Trust Department | 0.00% | No change | 120 | $2K |
| Vanguard National Trust Co | 0.00% | — | 120 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -59.0% | 119 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +686.7% | 118 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 116 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -68.8% | 115 | $2K |
| OAKMONT Corp | 0.00% | No change | 115 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 114 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 112 | $1K |
| Salem Investment Counselors Inc. | 0.00% | New | 111 | $1K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -15.9% | 111 | $1K |
| Monetary Solutions, Ltd | 0.00% | No change | 110 | $1K |
| Holos Integrated Wealth LLC | 0.00% | No change | 107 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Add +10300.0% | 104 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 103 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 102 | $1K |
| Root Financial Partners, LLC | 0.00% | Reduce -70.9% | 96 | $1K |
| EFG International AG | 0.00% | No change | 92 | $1K |
| Pinney & Scofield, Inc. | 0.00% | No change | 92 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 92 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -40.1% | 91 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -25.4% | 91 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 91 | $1K |
| Consultiva Wealth Management, Corp. | 0.00% | No change | 90 | $1K |
| Zeit Capital LLC | 0.00% | New | 90 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | Add +7.1% | 90 | $1K |
| Bangor Savings Bank | 0.00% | No change | 88 | $1K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 84 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | Add +93.0% | 83 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 81 | $1K |
| Abound Financial, LLC | 0.00% | No change | 80 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +33.3% | 80 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 78 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -39.4% | 77 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 77 | $1K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 89 | $1K |
| Phillip James Consulting Co. | 0.00% | No change | 20 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 51 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 85 | $1K |
| GW&K Investment Management, LLC | 0.00% | Reduce -100.0% | 58 | $1K |
| CX Institutional | 0.00% | Reduce -9.4% | 96 | $1K |
| CGC Financial Services, LLC | 0.00% | Reduce -1.4% | 72 | $945 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 72 | $945 |
| Aviso Financial Inc. | 0.00% | No change | 72 | $944 |
| Highline Wealth Partners LLC | 0.00% | New | 71 | $932 |
| Aspect Partners, LLC | 0.00% | No change | 70 | $918 |
| Trust Co. of Toledo NA | 0.00% | No change | 70 | $918 |
| Minot DeBlois Advisors LLC | 0.00% | No change | 69 | $905 |
| Mosley Wealth Management | 0.00% | New | 30 | $901 |
| Boreal Capital Management LLC | 0.00% | No change | 67 | $879 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 66 | $866 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 65 | $852 |
| MV Capital Management, Inc. | 0.00% | Add +48.8% | 64 | $840 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 63 | $826 |
| Richardson Financial Services Inc. | 0.00% | No change | 61 | $800 |
| Bogart Wealth, LLC | 0.00% | Add +56.4% | 61 | $800 |
| Lodestone Wealth Management LLC | 0.00% | Reduce -25.0% | 60 | $787 |
| Lanark Financial, Inc. | 0.00% | Reduce -42.2% | 59 | $774 |
| Anchor Investment Management, LLC | 0.00% | No change | 59 | $774 |
| Meramec Financial Planners, LLC | 0.00% | Reduce -1.9% | 52 | $762 |
| Principia Wealth Advisory, LLC | 0.00% | New | 58 | $761 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 57 | $748 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 56 | $735 |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 54 | $709 |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 53 | $695 |
| Clarity Asset Management, Inc. | 0.00% | No change | 52 | $682 |
| Torren Management, LLC | 0.00% | Reduce -93.9% | 52 | $682 |
| Sunrise Financial Services, LLC | 0.00% | Reduce -30.1% | 51 | $669 |
| SWAN Capital LLC | 0.00% | No change | 51 | $669 |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -69.6% | 51 | $669 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 50 | $656 |
| Horizon Financial Services, LLC | 0.00% | No change | 49 | $643 |
| Graney & King, LLC | 0.00% | No change | 48 | $630 |
| Triumph Capital Management | 0.00% | No change | 48 | $630 |
| Heritage Wealth Advisors | 0.00% | No change | 48 | $630 |
| Bank & Trust Co | 0.00% | No change | 44 | $577 |
| Bare Financial Services, Inc | 0.00% | Add +51.7% | 44 | $577 |
| North Star Investment Management Corp. | 0.00% | Reduce -30.6% | 43 | $564 |
| IFS Advisors, LLC | 0.00% | No change | 42 | $551 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 42 | $551 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 40 | $525 |
| Longview Financial Advisors, Inc. | 0.00% | New | 40 | $525 |
| CoreFirst Bank & Trust | 0.00% | No change | 40 | $525 |
| Lam Group, Inc. | 0.00% | New | 40 | $525 |
| VSM Wealth Advisory, LLC | 0.00% | No change | 40 | $525 |
| Kimelman & Baird, LLC | 0.00% | No change | 40 | $525 |
| Colonial Trust Advisors | 0.00% | Add +166.7% | 40 | $525 |
| Costello Asset Management, INC | 0.00% | No change | 39 | $512 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 37 | $485 |
| American Capital Advisory, LLC | 0.00% | Add +1100.0% | 36 | $473 |
| Horizon Investments, LLC | 0.00% | Add +71.4% | 36 | $472 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 36 | $472 |
| Groupe la Francaise | 0.00% | No change | 40 | $460 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 34 | $447 |
| Peoples Financial Services Corp. | 0.00% | No change | 33 | $432 |
| Smallwood Wealth Investment Management, LLC | 0.00% | Reduce -31.3% | 33 | $432 |
| Southern Michigan Bank & Trust | 0.00% | — | 32 | $420 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 32 | $420 |
| Grove Bank & Trust | 0.00% | Reduce -96.3% | 31 | $407 |
| Raelipskie Partnership | 0.00% | No change | 30 | $394 |
| Thompson Investment Management, Inc. | 0.00% | No change | 30 | $394 |
| Community Financial Services Group, LLC | 0.00% | New | 30 | $386 |
| Pacific Center for Financial Services | 0.00% | Add +81.3% | 29 | $381 |
| Red Tortoise LLC | 0.00% | No change | 29 | $380 |
| TD Capital Management LLC | 0.00% | New | 28 | $367 |
| 3 Factor Indexing, LLC | 0.00% | — | 26 | $342 |
| Basepoint Wealth LLC | 0.00% | No change | 26 | $341 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 25 | $328 |
| Piscataqua Savings Bank | 0.00% | No change | 25 | $327 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $315 |
| Hoey Investments, Inc. | 0.00% | No change | 24 | $315 |
| Corsicana & Co. | 0.00% | No change | 10 | $314 |
| Vanguard Advisers Inc. | 0.00% | — | 23 | $302 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 23 | $301 |
| SIMA Wealth Partners, LLC | 0.00% | No change | 21 | $276 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Add +260.0% | 18 | $265 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 20 | $263 |
| Albion Financial Group | 0.00% | Reduce -16.7% | 20 | $263 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 20 | $263 |
| Hurley Capital, LLC | 0.00% | No change | 20 | $262 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 20 | $262 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 20 | $262 |
| Quaker Wealth Management, LLC | 0.00% | Add +20.0% | 18 | $237 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 18 | $237 |
| JNBA Financial Advisors | 0.00% | No change | 17 | $224 |
| Ameriflex Group, Inc. | 0.00% | No change | 17 | $223 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 16 | $210 |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -81.4% | 16 | $210 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -92.2% | 16 | $210 |
| Lavaca Capital LLC | 0.00% | No change | 15 | $197 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -51.6% | 15 | $197 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 13 | $171 |
| Princeton Global Asset Management LLC | 0.00% | Reduce -91.5% | 13 | $171 |
| Tidemark, LLC | 0.00% | Add +550.0% | 13 | $171 |
| Leo H. Evart, Inc. | 0.00% | — | 12 | $157 |
| Financial Freedom, LLC | 0.00% | No change | 12 | $157 |
| Key Capital Management, INC | 0.00% | New | 12 | $157 |
| Crewe Advisors LLC | 0.00% | No change | 11 | $145 |
| Mascoma Wealth Management LLC | 0.00% | No change | 11 | $144 |
| MH & Associates Securities Management Corp. | 0.00% | No change | 10 | $132 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $132 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 10 | $132 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 10 | $132 |
| Wells Financial Advisors INC | 0.00% | No change | 10 | $131 |
| Gill Capital Partners, LLC | 0.00% | New | 10 | $131 |
| Bank of New Hampshire | 0.00% | New | 10 | $131 |
| Global Wealth Strategies & Associates | 0.00% | No change | 10 | $131 |
| GoalVest Advisory LLC | 0.00% | No change | 9 | $118 |
| Centennial Bank | 0.00% | No change | 9 | $118 |
| REAP Financial Group, LLC | 0.00% | No change | 9 | $118 |
| Birchbrook, Inc. | 0.00% | No change | 8 | $105 |
| Fortitude Family Office, LLC | 0.00% | Reduce -95.8% | 8 | $105 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $105 |
| BNP Paribas | 0.00% | New | 7 | $92 |
| First Horizon Corp. | 0.00% | No change | 6 | $79 |
| Trust Co | 0.00% | No change | 6 | $79 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 6 | $79 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 6 | $79 |
| Synergy Investment Management, LLC | 0.00% | New | 6 | $79 |
| HighMark Wealth Management LLC | 0.00% | No change | 6 | $78 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $71 |
| Harbor Asset Planning, Inc. | 0.00% | Reduce -37.5% | 5 | $66 |
| Raffa Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $66 |
| Mechanics Financial Corp | 0.00% | No change | 5 | $66 |
| Colonial Trust Co / SC | 0.00% | No change | 5 | $66 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -82.6% | 4 | $53 |
| WPG Advisers, LLC | 0.00% | Reduce -93.9% | 4 | $52 |
| Your Advocates Ltd., LLP | 0.00% | No change | 3 | $39 |
| Fairscale Capital, LLC | 0.00% | No change | 3 | $39 |
| Signature Equity Partners, LLC | 0.00% | No change | 3 | $39 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2 | $27 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -85.7% | 2 | $26 |
| Caitlin John, LLC | 0.00% | No change | 2 | $26 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $14 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -90.0% | 1 | $14 |
| Westside Investment Management, Inc. | 0.00% | No change | 1 | $13 |
| Global Trust Asset Management, LLC | 0.00% | No change | 1 | $13 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $13 |
| Horizon Bancorp Inc. | 0.00% | No change | 20 | $0 |
| Resources Management Corp. /CT/ | 0.00% | No change | 3 | $0 |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 27 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -33.3% | 22 | $0 |
| Financial Connections Group, Inc. | 0.00% | No change | 3 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 64 | $0 |
"% of holder's portfolio" is KD's weight in each manager's 13F, not the share of Kyndryl Holdings Inc. the manager owns.