Kyndryl HoldingsKD
13F holders, Q2 2026 (June 30)676holders +9
77new positions
70sold out
7famous investors
$11.29avg. 13F price*
At the end of Q2 2026, 676 institutions reported holding Kyndryl Holdings Inc. (KD) in their 13F filings, up 9 from Q1 2026. 77 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($254.1M), Vanguard Portfolio Management LLC ($188.7M) and AQR Capital Management ($160.1M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Kyndryl Holdings Inc.
- CUSIP
- 50155Q100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $81.6M |
| Exits | 70 | $90.3M |
All 13F filers, Q1 2026 → Q2 2026: 32,648,851 shares bought and 20,393,711 shares sold, net +12,255,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 676 holders
| BlackRock, Inc. | 0.00% | Add +0.1% | 22,466,690 | $254.1M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -1.6% | 16,681,449 | $188.7M |
| AQR Capital Management | 0.06% | Add +24.1% | 14,636,830 | $160.1M |
| Neuberger Berman Group LLC | 0.08% | Add +4.0% | 10,804,628 | $122.1M |
| FMR LLC | 0.01% | Reduce -0.5% | 10,199,883 | $115.4M |
| Vanguard Capital Management LLC | 0.00% | Add +1.5% | 10,197,748 | $115.3M |
| D. E. Shaw & Co. | 0.07% | Add +128.2% | 8,862,810 | $100.2M |
| State Street Corp. | 0.00% | Add +6.8% | 7,792,865 | $88.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 4,583,394 | $52.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -13.8% | 4,005,704 | $45.3M |
| UBS Group AG | 0.01% | Add +59.5% | 3,794,067 | $42.9M |
| Millennium Management | 0.02% | Add +2080.8% | 3,020,579 | $34.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.8% | 2,556,636 | $28.9M |
| Sound Shore Management Inc | 0.87% | Reduce -39.6% | 2,504,350 | $28.3M |
| Two Sigma Investments, LP | 0.02% | Add +368.3% | 2,492,683 | $28.2M |
| Bank of America Corp. | 0.00% | Add +37.7% | 2,468,232 | $27.9M |
| First Trust Advisors LP | 0.02% | Add +377.7% | 2,390,423 | $27.0M |
| Jacobs Levy Equity Management, Inc. | 0.10% | New | 2,383,714 | $27.0M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 2,270,432 | $25.7M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 2,052,041 | $23.2M |
| Federated Hermes, Inc. | 0.03% | Add +114.9% | 2,022,139 | $22.9M |
| Gotham Asset Management | 0.05% | Reduce -18.5% | 1,969,877 | $22.3M |
| Arnhold LLC | 1.54% | Add +0.9% | 1,940,072 | $21.9M |
| Deutsche Bank AG | 0.01% | Add +19.4% | 1,901,705 | $21.5M |
| Cortland Associates Inc. | 2.88% | Reduce -46.4% | 1,762,090 | $19.9M |
| BNP Paribas Financial Markets | 0.01% | Add +77.7% | 1,626,067 | $18.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.5% | 1,589,340 | $18.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.7% | 1,429,738 | $16.2M |
| Invesco Ltd. | 0.00% | Add +1.1% | 1,362,687 | $15.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.1% | 1,334,977 | $15.1M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -37.0% | 1,245,888 | $14.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 1,239,981 | $14.0M |
| Citadel Advisors | 0.01% | Reduce -34.8% | 1,218,468 | $13.8M |
| Balyasny Asset Management L.P. | 0.02% | Add +231.6% | 1,084,033 | $12.3M |
| Douglas Lane & Associates, LLC | 0.16% | Add +7.3% | 1,062,386 | $12.0M |
| Solas Capital Management, LLC | 5.55% | No change | 915,443 | $10.4M |
| Defiance ETFs, LLC | 0.11% | Reduce -2.6% | 685,858 | $8.2M |
| Amundi | 0.00% | Add +145.5% | 708,203 | $8.0M |
| Trexquant Investment LP | 0.05% | New | 698,801 | $7.9M |
| Penserra Capital Management LLC | 0.06% | Reduce -2.6% | 685,858 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.3% | 680,079 | $7.7M |
| Nuveen, LLC | 0.00% | Add +57.1% | 650,545 | $7.4M |
| Marshall Wace, LLP | 0.01% | New | 618,294 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Add +0.9% | 601,546 | $6.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 600,877 | $6.8M |
| Jupiter Topco LLC | 0.00% | — | 589,873 | $6.7M |
| Tudor Investment Corporation | 0.03% | Add +10.3% | 580,197 | $6.6M |
| Rhumbline Advisers | 0.00% | Reduce -7.0% | 575,645 | $6.5M |
| GMT Capital Corp | 0.33% | Reduce -81.0% | 558,100 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +441.3% | 553,139 | $6.3M |
| Edgestream Partners, L.P. | 0.18% | Add +357.5% | 536,433 | $6.1M |
| Canada Pension Plan Investment Board | 0.00% | Add +116.9% | 525,100 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Add +0.3% | 511,850 | $5.8M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 453,000 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +276.4% | 446,673 | $5.1M |
| Holocene Advisors, LP | 0.01% | Add +117.1% | 441,265 | $5.0M |
| Vident Advisory, LLC | 0.04% | Reduce -5.8% | 422,840 | $4.8M |
| Cygnus Capital Advisors, LLC | 3.24% | Add +9.3% | 421,750 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 404,811 | $4.6M |
| Vanguard Global Advisers, LLC | 0.00% | Add +24.4% | 362,446 | $4.1M |
| Mariner, LLC | 0.00% | Add +26.9% | 350,682 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +51.6% | 347,743 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 286,640 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 320,210 | $3.6M |
| Natixis | 0.02% | New | 318,710 | $3.6M |
| Nordea Investment Management AB | 0.00% | Reduce -3.6% | 332,526 | $3.6M |
| Legal & General Group Plc | 0.00% | Reduce -5.8% | 308,294 | $3.5M |
| Ieq Capital, LLC | 0.02% | Add +24.5% | 306,404 | $3.5M |
| Arini Capital Management Ltd | 0.35% | No change | 300,000 | $3.4M |
| Waterfront Wealth Inc. | 0.52% | Add +33.7% | 279,168 | $3.3M |
| Cerity Partners LLC | 0.00% | Add +8.6% | 274,776 | $3.1M |
| Brevan Howard Capital Management LP | 0.04% | New | 262,663 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 259,442 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -65.7% | 250,895 | $2.8M |
| Citigroup Inc. | 0.00% | Add +20.0% | 250,563 | $2.8M |
| LPL Financial LLC | 0.00% | Add +10.4% | 238,291 | $2.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -16.8% | 233,177 | $2.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +199.3% | 232,615 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.6% | 231,906 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 225,680 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 222,836 | $2.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +7.8% | 215,606 | $2.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.7% | 213,891 | $2.4M |
| State of Wisconsin Investment Board | 0.00% | Add +14.7% | 211,037 | $2.4M |
| ExodusPoint Capital Management, LP | 0.02% | New | 206,879 | $2.3M |
| Drexel Morgan & Co. | 0.31% | No change | 200,000 | $2.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.4% | 193,796 | $2.2M |
| XTX Topco Ltd | 0.03% | New | 191,006 | $2.2M |
| GAMCO Investors | 0.02% | Add +4.4% | 186,121 | $2.1M |
| Prelude Capital Management, LLC | 0.15% | Add +112.7% | 180,583 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -32.3% | 175,386 | $2.0M |
| CastleKnight Management LP | 0.07% | No change | 175,100 | $2.0M |
| Flax Pond Capital, LLC | 1.37% | Add +17282.0% | 173,820 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -79.8% | 168,809 | $1.9M |
| Occudo Quantitative Strategies LP | 0.10% | Add +2.7% | 168,496 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +46.3% | 167,750 | $1.9M |
| Axq Capital, LP | 0.20% | Add +171.1% | 163,122 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.3% | 158,702 | $1.8M |
| Creative Planning | 0.00% | Reduce -1.7% | 154,129 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Reduce -51.1% | 140,317 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.7% | 140,280 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.2% | 139,532 | $1.6M |
| Alpha Omega Wealth Management LLC | 0.23% | Add +17.2% | 133,345 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -6.0% | 132,370 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +102.1% | 129,335 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.5% | 127,972 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.1% | 135,483 | $1.4M |
| Jump Financial, LLC | 0.01% | Add +14.0% | 125,553 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.5% | 124,834 | $1.4M |
| Man Group plc | 0.00% | Add +26.6% | 121,882 | $1.4M |
| Squarepoint Ops LLC | 0.00% | New | 118,378 | $1.3M |
| Barclays PLC | 0.00% | Reduce -42.3% | 115,860 | $1.3M |
| Norges Bank | 0.00% | — | 115,446 | $1.3M |
| Neo Ivy Capital Management | 0.30% | New | 115,402 | $1.3M |
| Dark Forest Capital Management LP | 0.08% | Reduce -38.8% | 112,409 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +53.3% | 111,584 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.6% | 108,981 | $1.2M |
| Sky Investment Group LLC | 0.20% | Reduce -12.6% | 108,360 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.26% | New | 104,698 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 104,109 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.4% | 103,727 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -44.6% | 102,833 | $1.2M |
| Credit Agricole S A | 0.00% | New | 102,560 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -3.2% | 99,978 | $1.1M |
| Poehling Capital Management, INC. | 0.23% | Add +9.9% | 96,749 | $1.1M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -45.6% | 95,670 | $1.1M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -2.6% | 94,761 | $1.1M |
| Entropy Technologies, LP | 0.04% | Add +50.4% | 93,494 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -20.1% | 91,389 | $1.0M |
| Walleye Capital LLC | 0.01% | Add +246.5% | 90,459 | $1.0M |
| Hara Capital LLC | 0.53% | New | 89,373 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.7% | 89,191 | $1.0M |
| Jefferies Financial Group Inc. | 0.01% | New | 88,068 | $996K |
| Jain Global LLC | 0.01% | Add +97.8% | 87,962 | $995K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.5% | 83,668 | $946K |
| Public Employees Retirement System of Ohio | 0.00% | Add +26.5% | 83,649 | $946K |
| Focus Partners Wealth | 0.00% | Add +33.6% | 80,484 | $910K |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.12% | No change | 80,000 | $905K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -17.1% | 77,171 | $873K |
| CenterBook Partners LP | 0.04% | Add +19.7% | 75,384 | $853K |
| Group One Trading LLC | 0.02% | Add +216.2% | 73,905 | $836K |
| TCTC Holdings, LLC | 0.02% | Reduce -0.2% | 71,450 | $808K |
| Summit Trail Advisors, LLC | 0.01% | Add +22.5% | 70,966 | $803K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +4.8% | 68,821 | $778K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.7% | 68,072 | $770K |
| Handelsbanken Fonder AB | 0.00% | Add +14.7% | 67,200 | $760K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.5% | 66,000 | $746K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 64,255 | $726K |
| Quadrature Capital Ltd | 0.01% | Reduce -10.8% | 64,134 | $725K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -11.6% | 62,518 | $707K |
| Arizona State Retirement System | 0.00% | Reduce -0.9% | 62,208 | $704K |
| Stifel Financial Corp. | 0.00% | Reduce -7.8% | 62,043 | $702K |
| Captrust Financial Advisors | 0.00% | Add +16.9% | 61,371 | $694K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -26.7% | 60,437 | $684K |
| Quinn Opportunity Partners LLC | 0.03% | Reduce -36.8% | 60,000 | $679K |
| Oppenheimer & Co. Inc. | 0.01% | Add +217.9% | 58,678 | $664K |
| Gabelli Funds LLC | 0.00% | No change | 58,555 | $662K |
| Algert Global LLC | 0.01% | Reduce -90.0% | 58,190 | $658K |
| Allstate Corp. | 0.01% | Reduce -22.1% | 55,543 | $628K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 55,505 | $628K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.8% | 53,973 | $610K |
| Dakota Wealth Management | 0.01% | Reduce -33.3% | 53,869 | $609K |
| Fifth Third Bancorp | 0.00% | Reduce -10.7% | 53,695 | $607K |
| Arax Advisory Partners | 0.00% | Add +515.6% | 52,821 | $597K |
| State of Michigan Retirement System | 0.00% | Reduce -4.2% | 52,734 | $596K |
| Commerce Bank | 0.00% | Add +0.7% | 52,085 | $589K |
| Royal Bank of Canada | 0.00% | Reduce -10.9% | 51,948 | $587K |
| Impact Partnership Wealth, LLC | 0.06% | New | 51,738 | $585K |
| Prudential Financial Inc. | 0.00% | Add +264.0% | 51,511 | $583K |
| KLP Kapitalforvaltning As | 0.00% | No change | 51,300 | $580K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -1.0% | 50,712 | $574K |
| Kovack Advisors, Inc. | 0.03% | New | 47,269 | $567K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.8% | 50,064 | $566K |
| Merit Financial Group, LLC | 0.00% | Add +81.9% | 48,531 | $549K |
| New Mexico Educational Retirement Board | 0.01% | No change | 47,589 | $538K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.6% | 46,639 | $527K |
| Rothschild Investment LLC | 0.02% | Add +352.4% | 46,394 | $525K |
| Nomura Holdings Inc. | 0.00% | Add +4.6% | 45,721 | $517K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -40.5% | 45,400 | $513K |
| Kestra Investment Management, LLC | 0.01% | Reduce -57.2% | 43,728 | $495K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.4% | 43,382 | $491K |
| Cacti Asset Management LLC | 0.02% | No change | 42,760 | $484K |
| Truist Financial Corp. | 0.00% | Add +30.5% | 42,671 | $483K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 41,888 | $474K |
| Corient Private Wealth LP | 0.00% | Add +273.1% | 41,514 | $470K |
| Cruiser Capital Advisors, LLC | 0.29% | Reduce -52.3% | 41,030 | $464K |
| Gsa Capital Partners LLP | 0.03% | New | 40,903 | $463K |
| Pacer Advisors, Inc. | 0.00% | Add +51.7% | 39,936 | $452K |
| Inceptionr LLC | 0.11% | Add +155.1% | 39,726 | $449K |
| Bank of Montreal | 0.00% | Reduce -36.8% | 38,991 | $441K |
| L2 Asset Management, LLC | 0.05% | Reduce -26.8% | 38,959 | $441K |
| Weiss Asset Management LP | 0.01% | New | 37,974 | $429K |
| SG Americas Securities, LLC | 0.00% | Add +93.9% | 37,844 | $428K |
| Tidal Investments LLC | 0.00% | Reduce -36.7% | 37,125 | $420K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -1.0% | 36,862 | $417K |
| Jones Financial Companies LLLP | 0.00% | Add +65.5% | 36,765 | $416K |
| Pictet Asset Management Holding SA | 0.00% | No change | 35,996 | $407K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.1% | 35,271 | $399K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -23.6% | 33,911 | $384K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 33,138 | $375K |
| Sterneck Capital Management, LLC | 0.16% | Add +43.9% | 32,641 | $369K |
| Capstone Capital Management Ltd | 0.16% | New | 31,692 | $358K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.6% | 31,372 | $355K |
| Brighton Jones LLC | 0.01% | Add +32.2% | 31,238 | $353K |
| FORA Capital, LLC | 0.02% | Reduce -59.7% | 31,099 | $352K |
| SEB Asset Management AB | 0.00% | New | 31,029 | $351K |
| Fulcrum Asset Management LLP | 0.04% | New | 31,250 | $351K |
| Ethos Financial Group, LLC | 0.02% | New | 24,840 | $348K |
| Bleakley Financial Group, LLC | 0.00% | Add +15.1% | 30,641 | $347K |
| Inspire Advisors, LLC | 0.02% | Add +22.0% | 30,541 | $345K |
| Natixis Advisors, LLC | 0.00% | Add +1.6% | 30,274 | $342K |
| Cetera Investment Advisers | 0.00% | Reduce -19.8% | 30,145 | $341K |
| 180 Wealth Advisors, LLC | 0.03% | Add +4.4% | 30,086 | $340K |
| Bridgefront Capital, LLC | 0.09% | Reduce -57.1% | 29,933 | $339K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.4% | 29,472 | $333K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 29,428 | $333K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -27.3% | 29,419 | $333K |
| Quantbot Technologies LP | 0.01% | New | 28,982 | $328K |
| Xponance LLC | 0.00% | Reduce -6.1% | 28,160 | $318K |
| M Holdings Securities, Inc. | 0.04% | Reduce -0.6% | 26,871 | $302K |
| Glenview Trust Co | 0.00% | Reduce -7.6% | 25,059 | $283K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.8% | 24,268 | $283K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 24,015 | $272K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.3% | 23,852 | $270K |
| Swiss Life Asset Management Ltd | 0.00% | Add +3.8% | 23,796 | $269K |
| Empowered Funds, LLC | 0.00% | New | 23,757 | $269K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -0.0% | 23,704 | $268K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.2% | 23,521 | $266K |
| Caxton Associates LLP | 0.00% | New | 22,589 | $255K |
| Chelsea Counsel Co. | 0.11% | No change | 22,200 | $251K |
| Allworth Financial LP | 0.00% | Reduce -19.5% | 20,845 | $236K |
| National Bank of Canada | 0.00% | Reduce -93.1% | 20,843 | $236K |
| Elo Mutual Pension Insurance Co | 0.00% | No change | 20,066 | $227K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -34.4% | 19,489 | $220K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +106.3% | 19,433 | $220K |
| Two Sigma Securities, LLC | 0.02% | New | 19,143 | $217K |
| State of Wyoming | 0.02% | Add +40.5% | 18,979 | $215K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -15.0% | 18,363 | $208K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.3% | 16,626 | $202K |
| NewEdge Advisors, LLC | 0.00% | Add +1245.2% | 17,676 | $200K |
| HB Wealth Management, LLC | 0.00% | Reduce -5.2% | 17,657 | $200K |
| MAI Capital Management | 0.00% | Add +31.4% | 17,612 | $199K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +16.8% | 16,275 | $196K |
| Voya Investment Management LLC | 0.00% | Reduce -86.1% | 17,164 | $194K |
| M&T Bank Corp | 0.00% | Add +3.8% | 17,122 | $193K |
| Royce & Associates LP | 0.00% | Reduce -96.1% | 17,032 | $193K |
| Citizens Financial Group Inc. | 0.00% | New | 16,875 | $191K |
| Bull Harbor Capital LLC | 0.04% | Add +50.0% | 16,815 | $190K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.4% | 16,327 | $185K |
| Transcend Capital Advisors, LLC | 0.01% | Add +24.2% | 15,921 | $180K |
| Pathstone Holdings, LLC | 0.00% | Reduce -53.6% | 15,805 | $179K |
| J. Safra Sarasin Holding AG | 0.00% | New | 15,778 | $179K |
| Olympiad Research LP | 0.36% | New | 15,148 | $171K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.4% | 14,912 | $169K |
| one8zero8, LLC | 0.03% | Reduce -6.3% | 14,882 | $168K |
| Diversify Advisory Services, LLC | 0.00% | New | 12,697 | $162K |
| Diversify Wealth Management, LLC | 0.00% | Add +2.1% | 12,697 | $162K |
| Red Door Wealth Management, LLC | 0.01% | Reduce -0.1% | 14,323 | $162K |
| Benjamin Edwards Inc. | 0.00% | Add +7.0% | 14,179 | $160K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 14,099 | $159K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Reduce -11.3% | 14,080 | $159K |
| Waverly Advisors, LLC | 0.00% | New | 13,520 | $153K |
| IMC-Chicago, LLC | 0.00% | Reduce -75.5% | 13,456 | $152K |
| 1ST Source Bank | 0.01% | No change | 13,405 | $152K |
| Inspire Investing, LLC | 0.01% | New | 13,362 | $151K |
| US Bancorp \de | 0.00% | Reduce -0.9% | 13,324 | $151K |
| Quadrant Capital Group LLC | 0.00% | Reduce -7.5% | 13,104 | $148K |
| Qsemble Capital Management, LP | 0.02% | New | 12,872 | $146K |
| Sciencast Management LP | 0.03% | New | 12,700 | $144K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.02% | No change | 12,600 | $143K |
| Pallas Capital Advisors LLC | 0.00% | Add +22.4% | 12,563 | $142K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,500 | $141K |
| Advisory Services Network, LLC | 0.00% | Reduce -29.4% | 12,447 | $141K |
| Vise Technologies, Inc. | 0.00% | New | 12,305 | $139K |
| Utah Retirement Systems | 0.00% | No change | 12,226 | $138K |
| Axxion S.A. | 0.01% | — | 12,147 | $137K |
| Sanctuary Advisors, LLC | 0.00% | New | 12,115 | $137K |
| Curi Capital, LLC | 0.00% | New | 12,068 | $136K |
| Black Maple Capital Management LP | 0.09% | No change | 12,000 | $136K |
| Bayforest Capital Ltd | 0.13% | New | 11,959 | $135K |
| AlphaGrep UK Ltd | 0.04% | New | 11,945 | $135K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.2% | 11,757 | $133K |
| denkapparat Operations GmbH | 0.04% | No change | 11,738 | $133K |
| DNB Asset Management AS | 0.00% | No change | 11,712 | $132K |
| Maryland State Retirement & Pension System | 0.00% | No change | 11,614 | $131K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -36.1% | 11,603 | $131K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.8% | 11,581 | $131K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.0% | 11,422 | $129K |
| Castlekeep Investment Advisors LLC | 0.06% | No change | 11,265 | $127K |
| Krilogy Financial LLC | 0.00% | Reduce -6.5% | 11,234 | $127K |
| StoneX Group Inc. | 0.01% | New | 10,483 | $127K |
| Aspen Grove Capital, LLC | 0.02% | Add +4.8% | 10,902 | $123K |
| Mangrove Partners Im, LLC | 0.01% | New | 10,789 | $122K |
| Fox Run Management, L.L.C. | 0.02% | Add +4.0% | 10,697 | $121K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -18.1% | 10,635 | $120K |
| AE Wealth Management LLC | 0.00% | New | 10,527 | $119K |
| Cinctive Capital Management LP | 0.00% | New | 10,500 | $119K |
| Equitable Holdings, Inc. | 0.00% | Reduce -66.3% | 10,311 | $117K |
| Ethic Inc. | 0.00% | Reduce -38.9% | 10,232 | $116K |
| TD Waterhouse Canada Inc. | 0.00% | Add +289.6% | 9,521 | $114K |
| &partners | 0.00% | New | 10,064 | $114K |
| CV Advisors LLC | 0.02% | New | 10,000 | $113K |
| LMG Wealth Partners, LLC | 0.02% | No change | 10,000 | $113K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.5% | 9,738 | $110K |
| Daiwa Securities Group Inc. | 0.00% | New | 9,433 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.3% | 9,306 | $105K |
| Westpac Banking Corp. | 0.01% | New | 8,670 | $98K |
| Essential Partners LLC | 0.04% | Add +486.4% | 6,937 | $78K |
| GAMMA Investing LLC | 0.00% | Reduce -11.6% | 6,915 | $78K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.5% | 6,409 | $72K |
| KBC Group NV | 0.00% | No change | 6,407 | $72K |
| PFS Partners, LLC | 0.03% | Add +1054.3% | 6,187 | $70K |
| Global Retirement Partners, LLC | 0.00% | — | 5,876 | $66K |
| TD Private Client Wealth LLC | 0.00% | Add +20.9% | 5,808 | $66K |
| UMB Bank, n.a. | 0.00% | Add +199.5% | 5,580 | $63K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 5,578 | $63K |
| Nykredit A/S | 0.00% | — | 5,207 | $59K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -88.9% | 4,858 | $55K |
| STRS Ohio | 0.00% | Reduce -13.7% | 4,691 | $53K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 4,608 | $52K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -0.5% | 4,494 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +7.1% | 3,886 | $44K |
| True Wealth Design, LLC | 0.01% | Add +264.6% | 3,868 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.4% | 3,862 | $44K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -10.1% | 3,530 | $40K |
| IFP Advisors, Inc | 0.00% | Add +44.8% | 3,256 | $37K |
| Ancora Advisors LLC | 0.00% | Reduce -68.6% | 3,210 | $36K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -81.3% | 3,176 | $36K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +685.7% | 715 | $35K |
| Bessemer Group Inc. | 0.00% | Reduce -50.6% | 3,004 | $34K |
| NFSG Corp | 0.00% | Add +5.3% | 2,980 | $34K |
| Signaturefd, LLC | 0.00% | Reduce -21.6% | 2,897 | $33K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -70.2% | 2,800 | $32K |
| McMillan Office, Inc. | 0.00% | No change | 2,752 | $31K |
| Covestor Ltd | 0.02% | Reduce -92.0% | 2,547 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +104.0% | 2,418 | $27K |
| Trust Co. of Vermont | 0.00% | — | 2,252 | $25K |
| International Assets Investment Management, LLC | 0.00% | Add +32.8% | 1,976 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.0% | 2,007 | $23K |
| Whittier Trust Co. | 0.00% | Add +6.1% | 1,818 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -8.8% | 1,964 | $22K |
| Blue Trust, Inc. | 0.00% | Reduce -4.6% | 1,884 | $21K |
| Clearstead Advisors, LLC | 0.00% | Add +38.0% | 1,862 | $21K |
| Huntington National Bank | 0.00% | Reduce -0.2% | 1,631 | $18K |
| Community Bank, N.A. | 0.00% | No change | 1,610 | $18K |
| HM Payson & Co. | 0.00% | Reduce -22.3% | 1,604 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.2% | 1,557 | $18K |
| Compass Financial Management LLC | 0.00% | — | 1,529 | $18K |
| Montag A & Associates Inc. | 0.00% | Reduce -4.7% | 1,508 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.1% | 1,429 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,319 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.0% | 1,391 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,394 | $16K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 1,334 | $15K |
| Smithfield Trust Co | 0.00% | No change | 1,361 | $15K |
| Quent Capital, LLC | 0.00% | Add +9.5% | 1,178 | $13K |
| Zions Bancorporation, National Association | 0.00% | Add +376.5% | 1,115 | $13K |
| Planning Strategies Inc. | 0.01% | — | 1,085 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,074 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.5% | 1,039 | $12K |
| Broadwater Capital Management LLC | 0.01% | No change | 1,037 | $12K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,009 | $11K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +1421.2% | 1,004 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Add +80.6% | 966 | $11K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -37.2% | 964 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -40.6% | 907 | $10K |
| Siemens Fonds Invest GmbH | 0.00% | No change | 893 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 879 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +21.5% | 875 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 874 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -0.3% | 873 | $10K |
| Private Trust Co. NA | 0.00% | Reduce -32.0% | 871 | $10K |
| Investors Research Corp | 0.00% | Reduce -41.3% | 860 | $10K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +4.2% | 821 | $9K |
| Westfuller Advisors, LLC | 0.00% | Add +11.1% | 800 | $9K |
| William B. Walkup & Associates, Inc. | 0.00% | Reduce -1.5% | 782 | $9K |
| Financial Consulate, Inc. | 0.00% | No change | 772 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | New | 768 | $9K |
| Purpose Unlimited Inc. | 0.00% | No change | 756 | $9K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 741 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 710 | $8K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 642 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 690 | $8K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -10.4% | 689 | $8K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -0.2% | 640 | $7K |
| Millstone Evans Group, LLC | 0.00% | Reduce -40.5% | 637 | $7K |
| Country Trust Bank | 0.00% | No change | 621 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 599 | $7K |
| Trust Co | 0.00% | Add +9066.7% | 550 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -42.3% | 487 | $6K |
| Asset Dedication, LLC | 0.00% | Add +1.6% | 505 | $6K |
| SouthState Bank Corp | 0.00% | Add +0.8% | 505 | $6K |
| Beacon Financial Strategies CORP | 0.00% | No change | 488 | $6K |
| Spire Wealth Management | 0.00% | Reduce -9.2% | 482 | $5K |
| Banque Transatlantique SA | 0.00% | Add +53.1% | 222 | $5K |
| Sachetta, LLC | 0.00% | Add +134.0% | 454 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -65.8% | 451 | $5K |
| POM Investment Strategies, LLC | 0.01% | Reduce -19.3% | 447 | $5K |
| LRI Investments, LLC | 0.00% | Add +1.6% | 444 | $5K |
| Knott David M Jr | 0.00% | No change | 428 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 427 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 420 | $5K |
| Eastern Bank | 0.00% | No change | 415 | $5K |
| Olistico Wealth, LLC | 0.00% | Reduce -19.4% | 412 | $5K |
| Bullock Wealth Management Group | 0.00% | No change | 384 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | New | 405 | $5K |
| Barrett & Company, Inc. | 0.00% | Add +31.9% | 397 | $4K |
| Sittner & Nelson, LLC | 0.00% | Reduce -2.3% | 384 | $4K |
| Hartford Financial Management Inc. | 0.00% | No change | 380 | $4K |
| Estabrook Capital Management | 0.00% | Add +5.0% | 376 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -2.6% | 370 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -6.4% | 364 | $4K |
| Field & Main Bank | 0.00% | Add +21.3% | 364 | $4K |
| Vision Retirement, LLC | 0.00% | No change | 363 | $4K |
| Aberdeen Wealth Management LLC | 0.00% | New | 360 | $4K |
| Vanguard National Trust Co | 0.00% | Add +200.0% | 360 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 352 | $4K |
| Evermay Wealth Management LLC | 0.00% | Add +7.3% | 351 | $4K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 350 | $4K |
| Kelleher Financial Advisors | 0.00% | Add +48.1% | 348 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -81.7% | 344 | $4K |
| Hughes Financial Services, LLC | 0.00% | Reduce -0.3% | 335 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 303 | $3K |
| Asset Planning,Inc | 0.00% | No change | 299 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 298 | $3K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -29.1% | 297 | $3K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 296 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 294 | $3K |
| PlanVest Financial, Inc | 0.00% | No change | 293 | $3K |
| Manning & Napier Advisors LLC | 0.00% | New | 287 | $3K |
| Financial Avengers, Inc. | 0.00% | No change | 279 | $3K |
| Hilltop National Bank | 0.00% | No change | 277 | $3K |
| Activest Wealth Management | 0.00% | Reduce -49.8% | 275 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -2.9% | 270 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -13.4% | 266 | $3K |
| Key Financial Inc | 0.00% | No change | 266 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 274 | $3K |
| CKW Financial Group | 0.00% | Add +1.4% | 218 | $3K |
| Entrust Financial LLC | 0.00% | Reduce -9.0% | 264 | $3K |
| Kilter Group LLC | 0.00% | Reduce -62.1% | 263 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 257 | $3K |
| S&T Bank | 0.00% | No change | 256 | $3K |
| Davis Asset Management, L.P. | 0.00% | No change | 254 | $3K |
| Burk Holdings LLC | 0.00% | Reduce -6.0% | 252 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -5.3% | 248 | $3K |
| Curat Global, LLC | 0.00% | No change | 244 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 244 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -10.7% | 241 | $3K |
| First Horizon Corp. | 0.00% | Add +3900.0% | 240 | $3K |
| MTM Investment Management, LLC | 0.00% | No change | 235 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -31.3% | 231 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 231 | $3K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 216 | $2K |
| Optiver Holding B.V. | 0.00% | New | 209 | $2K |
| ESL Trust Services, LLC | 0.00% | No change | 208 | $2K |
| TFC Financial Management, Inc. | 0.00% | Reduce -85.4% | 200 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.1% | 200 | $2K |
| Evelyn Partners Group Ltd | 0.00% | — | 200 | $2K |
| First Bancorp, Inc | 0.00% | New | 199 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -45.3% | 199 | $2K |
| Archer Investment Corp | 0.00% | No change | 199 | $2K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 195 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 189 | $2K |
| Allied Private Wealth LLC | 0.00% | — | 172 | $2K |
| First United Bank & Trust | 0.00% | No change | 180 | $2K |
| Providence Capital Advisors, LLC | 0.00% | New | 179 | $2K |
| MCF Advisors LLC | 0.00% | No change | 179 | $2K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 89 | $2K |
| Tsfg, LLC | 0.00% | No change | 160 | $2K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -60.6% | 169 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 174 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 172 | $2K |
| Teachers Insurance & Annuity Association of America | 0.00% | No change | 167 | $2K |
| Napier Financial, LLC | 0.00% | No change | 156 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -14.2% | 151 | $2K |
| IFG Advisory, LLC | 0.00% | New | 148 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -84.8% | 147 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 146 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 147 | $2K |
| United Financial Planning Group LLC | 0.00% | Reduce -10.8% | 141 | $2K |
| Concord Wealth Partners | 0.00% | New | 141 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 141 | $2K |
| Bayban | 0.00% | Reduce -10.8% | 140 | $2K |
| Horizon Financial Services, LLC | 0.00% | Add +183.7% | 139 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +95.8% | 139 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -53.3% | 136 | $2K |
| BNP Paribas | 0.00% | Add +514.3% | 43 | $2K |
| Richardson Capital Management LLC | 0.00% | No change | 135 | $2K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -12.9% | 135 | $2K |
| West Financial Advisors, LLC | 0.00% | No change | 134 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -22.8% | 132 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -23.4% | 128 | $1K |
| Marquette Asset Management, LLC | 0.00% | No change | 131 | $1K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 129 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 125 | $1K |
| Avalon Trust Co | 0.00% | No change | 125 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $1K |
| BankPlus Trust Department | 0.00% | No change | 120 | $1K |
| RMG Wealth Management LLC | 0.00% | Reduce -29.7% | 102 | $1K |
| Holos Integrated Wealth LLC | 0.00% | No change | 107 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 116 | $1K |
| Bokf, NA | 0.00% | Reduce -99.8% | 115 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 114 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 111 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Add +5.8% | 110 | $1K |
| Monetary Solutions, Ltd | 0.00% | No change | 110 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 103 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 102 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | Add +10.0% | 99 | $1K |
| McDonald Partners LLC | 0.00% | New | 97 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +48.4% | 95 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -77.4% | 94 | $1K |
| Pinney & Scofield, Inc. | 0.00% | No change | 92 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | — | 92 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -20.0% | 92 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 92 | $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% | No change | 90 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -76.6% | 90 | $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% | No change | 58 | $1K |
| CX Institutional | 0.00% | No change | 96 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -93.8% | 89 | $999 |
| Bangor Savings Bank | 0.00% | No change | 88 | $995 |
| Abound Wealth Management | 0.00% | Reduce -85.6% | 86 | $973 |
| Hollencrest Capital Management | 0.00% | Reduce -90.4% | 86 | $973 |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 84 | $950 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 83 | $939 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 81 | $916 |
| Abound Financial, LLC | 0.00% | No change | 80 | $905 |
| Financial Gravity Companies, Inc. | 0.00% | — | 80 | $905 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 78 | $882 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 72 | $814 |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 72 | $814 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -7.8% | 71 | $803 |
| Aspect Partners, LLC | 0.00% | No change | 70 | $792 |
| JPL Wealth Management, LLC | 0.00% | Reduce -69.4% | 70 | $792 |
| Trust Co. of Toledo NA | 0.00% | No change | 70 | $792 |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -38.7% | 68 | $769 |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -55.6% | 64 | $724 |
| Bogart Wealth, LLC | 0.00% | Add +3.3% | 63 | $713 |
| EFG International AG | 0.00% | Reduce -31.5% | 63 | $713 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 63 | $712 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -3.1% | 63 | $712 |
| Richardson Financial Services Inc. | 0.00% | No change | 61 | $690 |
| Lodestone Wealth Management LLC | 0.00% | No change | 60 | $679 |
| WealthCollab, LLC | 0.00% | Reduce -79.8% | 60 | $679 |
| Lazard Asset Management LLC | 0.00% | Reduce -99.7% | 60 | $679 |
| Anchor Investment Management, LLC | 0.00% | No change | 59 | $667 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 57 | $645 |
| Lanark Financial, Inc. | 0.00% | Reduce -3.4% | 57 | $644 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 56 | $634 |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 54 | $611 |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 53 | $599 |
| Torren Management, LLC | 0.00% | No change | 52 | $588 |
| Mosley Wealth Management | 0.00% | Add +73.3% | 52 | $588 |
| Sunrise Financial Services, LLC | 0.00% | No change | 51 | $577 |
| SWAN Capital LLC | 0.00% | No change | 51 | $577 |
| Duncker Streett & Co. Inc. | 0.00% | No change | 51 | $577 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 50 | $566 |
| Buck Wealth Strategies, LLC | 0.00% | New | 50 | $566 |
| Continuum Advisory, LLC | 0.00% | New | 50 | $566 |
| LifeSteps Financial, Inc. | 0.00% | New | 49 | $554 |
| Graney & King, LLC | 0.00% | No change | 48 | $543 |
| Triumph Capital Management | 0.00% | No change | 48 | $543 |
| Heritage Wealth Advisors | 0.00% | No change | 48 | $543 |
| IFS Advisors, LLC | 0.00% | Add +11.9% | 47 | $531 |
| CVA Family Office, LLC | 0.00% | Reduce -66.9% | 46 | $520 |
| Bare Financial Services, Inc | 0.00% | Add +2.3% | 45 | $509 |
| Bank & Trust Co | 0.00% | No change | 44 | $498 |
| North Star Investment Management Corp. | 0.00% | No change | 43 | $486 |
| Westside Investment Management, Inc. | 0.00% | Add +4000.0% | 41 | $463 |
| Kimelman & Baird, LLC | 0.00% | No change | 40 | $453 |
| Lam Group, Inc. | 0.00% | No change | 40 | $452 |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 40 | $452 |
| VSM Wealth Advisory, LLC | 0.00% | No change | 40 | $452 |
| Central Pacific Bank - Trust Division | 0.00% | New | 40 | $452 |
| Costello Asset Management, INC | 0.00% | No change | 39 | $441 |
| Groupe la Francaise | 0.00% | No change | 40 | $428 |
| Quarry LP | 0.00% | Reduce -99.5% | 37 | $418 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 37 | $418 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 36 | $407 |
| Physician Wealth Advisors, Inc. | 0.00% | Add +775.0% | 35 | $396 |
| Creative Capital Management Investments LLC | 0.00% | New | 34 | $385 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 34 | $385 |
| Kozak & Associates, Inc. | 0.00% | Reduce -75.9% | 32 | $384 |
| Peoples Financial Services Corp. | 0.00% | No change | 33 | $373 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 33 | $373 |
| Oakmont Advisory Group, LLC | 0.00% | New | 32 | $362 |
| Southern Michigan Bank & Trust | 0.00% | No change | 32 | $362 |
| Community Financial Services Group, LLC | 0.00% | No change | 30 | $360 |
| Gill Capital Partners, LLC | 0.00% | Add +200.0% | 30 | $339 |
| Pacific Center for Financial Services | 0.00% | No change | 29 | $328 |
| Signature Resources Capital Management, LLC | 0.00% | Add +16.7% | 28 | $317 |
| Rossby Financial, LCC | 0.00% | Reduce -95.8% | 28 | $317 |
| TD Capital Management LLC | 0.00% | No change | 28 | $317 |
| Stone House Investment Management, LLC | 0.00% | New | 27 | $305 |
| Basepoint Wealth LLC | 0.00% | No change | 26 | $294 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 26 | $294 |
| IAG Wealth Partners, LLC | 0.00% | New | 26 | $294 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 26 | $294 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 25 | $283 |
| CGC Financial Services, LLC | 0.00% | Reduce -65.3% | 25 | $283 |
| American Capital Advisory, LLC | 0.00% | Reduce -33.3% | 24 | $272 |
| Hoey Investments, Inc. | 0.00% | No change | 24 | $272 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -58.6% | 24 | $271 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 23 | $260 |
| SIMA Wealth Partners, LLC | 0.00% | No change | 21 | $238 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 20 | $227 |
| Albion Financial Group | 0.00% | No change | 20 | $227 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 20 | $227 |
| Phillip James Consulting Co. | 0.00% | No change | 20 | $226 |
| Hurley Capital, LLC | 0.00% | No change | 20 | $226 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 20 | $226 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 20 | $226 |
| SHP Wealth Management | 0.00% | Reduce -89.2% | 20 | $226 |
| Strive Financial Group ,LLC | 0.00% | New | 19 | $215 |
| Signature Equity Partners, LLC | 0.00% | Add +533.3% | 19 | $215 |
| Premier Financial Group | 0.00% | New | 19 | $215 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 18 | $204 |
| Ameriflex Group, Inc. | 0.00% | Add +5.9% | 18 | $204 |
| JNBA Financial Advisors | 0.00% | No change | 17 | $193 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 16 | $181 |
| Westend Capital Management, LLC | 0.00% | New | 16 | $181 |
| Wolff Wiese Magana LLC | 0.00% | Add +50.0% | 15 | $170 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -87.3% | 15 | $170 |
| CENTRAL TRUST Co | 0.00% | Reduce -87.4% | 15 | $170 |
| Colonial Trust Advisors | 0.00% | Reduce -62.5% | 15 | $170 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.3% | 15 | $170 |
| Lavaca Capital LLC | 0.00% | No change | 15 | $170 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 15 | $170 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 14 | $158 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 13 | $147 |
| Tidemark, LLC | 0.00% | No change | 13 | $147 |
| Leo H. Evart, Inc. | 0.00% | No change | 12 | $136 |
| Key Capital Management, INC | 0.00% | No change | 12 | $136 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -33.3% | 12 | $136 |
| Mascoma Wealth Management LLC | 0.00% | No change | 11 | $124 |
| MH & Associates Securities Management Corp. | 0.00% | No change | 10 | $114 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 10 | $114 |
| HFM Investment Advisors, LLC | 0.00% | New | 10 | $114 |
| Corsicana & Co. | 0.00% | No change | 10 | $113 |
| Markowski Investments | 0.00% | — | 10 | $113 |
| Centennial Bank | 0.00% | No change | 9 | $102 |
| REAP Financial Group, LLC | 0.00% | No change | 9 | $102 |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -55.6% | 8 | $91 |
| Birchbrook, Inc. | 0.00% | No change | 8 | $91 |
| Fortitude Family Office, LLC | 0.00% | No change | 8 | $90 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 6 | $68 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 6 | $68 |
| Synergy Investment Management, LLC | 0.00% | No change | 6 | $68 |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -93.4% | 6 | $68 |
| HighMark Wealth Management LLC | 0.00% | No change | 6 | $67 |
| DecisionPoint Financial, LLC | 0.00% | New | 5 | $60 |
| Princeton Global Asset Management LLC | 0.00% | Reduce -61.5% | 5 | $57 |
| Mechanics Financial Corp | 0.00% | No change | 5 | $57 |
| Colonial Trust Co / SC | 0.00% | No change | 5 | $57 |
| Raelipskie Partnership | 0.00% | Reduce -83.3% | 5 | $57 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 5 | $57 |
| Piscataqua Savings Bank | 0.00% | Reduce -80.0% | 5 | $56 |
| Crewe Advisors LLC | 0.00% | Reduce -63.6% | 4 | $46 |
| WPG Advisers, LLC | 0.00% | No change | 4 | $45 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -40.0% | 3 | $34 |
| Your Advocates Ltd., LLP | 0.00% | No change | 3 | $34 |
| Fairscale Capital, LLC | 0.00% | No change | 3 | $34 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2 | $23 |
| Caitlin John, LLC | 0.00% | No change | 2 | $23 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $12 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $12 |
| Global Trust Asset Management, LLC | 0.00% | No change | 1 | $11 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $11 |
| Boreal Capital Management LLC | 0.00% | Reduce -98.5% | 1 | $11 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -31.8% | 15 | $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.