The MosaicMOS

13F holders, Q1 2024 (March 31)
653holders
11famous investors
$32.45avg. 13F price*

At the end of Q1 2024, 653 institutions reported holding The Mosaic Co. (MOS) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock Inc. ($872.2M) and State Street Corp. ($490.4M). 11 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
The Mosaic Co.
Sector
Industrials
CUSIP
61945C103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 653Q1 2024Q2 2024: 644Q2 2024Q3 2024: 635Q3 2024Q4 2024: 624Q4 2024Q1 2025: 629Q1 2025Q2 2025: 706Q2 2025Q3 2025: 714Q3 2025Q4 2025: 658Q4 2025Q1 2026: 697Q1 2026Q2 2026: 666Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions65$58.6M
Exits92$159.3M

Ownership 653 holders

Vanguard Group Inc. 0.03% Add +5.1% 39,357,229 $1.3B
BlackRock Inc. 0.02% Add +3.4% 26,871,093 $872.2M
State Street Corp. 0.02% Add +0.8% 15,108,831 $490.4M
Capital World Investors 0.07% Reduce -66.3% 13,399,306 $434.9M
Invesco Ltd. 0.08% Add +14.3% 10,734,650 $348.4M
T. Rowe Price Associates Inc. 0.04% Add +1815.5% 10,682,108 $346.7M
Geode Capital Management, LLC 0.02% Add +5.4% 7,835,651 $256.6M
Northern Trust Corp. 0.03% Reduce -5.6% 5,695,423 $184.9M
Morgan Stanley 0.01% Add +33.1% 5,648,378 $183.3M
Dimensional Fund Advisors LP 0.04% Add +18.6% 4,708,274 $152.8M
Pacer Advisors, Inc. 0.35% Add +19.8% 4,581,679 $148.7M
Amundi 0.06% Add +8.1% 4,094,047 $128.5M
Norges Bank 0.02% Add +16.0% 3,502,146 $113.7M
D. E. Shaw & Co. 0.15% Add +65.5% 3,419,498 $111.0M
Bank of New York Mellon Corp 0.02% Reduce -2.6% 3,072,722 $99.7M
Ameriprise Financial Inc. 0.03% Reduce -6.4% 2,976,834 $96.6M
AustralianSuper Pty Ltd 0.55% Add +39.6% 2,907,477 $94.3M
Two Sigma Investments, LP 0.23% Add +40.5% 2,839,509 $92.2M
AQR Capital Management 0.16% Reduce -11.2% 2,875,525 $91.5M
LSV Asset Management 0.17% Reduce -1.5% 2,486,930 $80.7M
Deutsche Bank AG 0.04% Reduce -28.0% 2,476,257 $80.4M
Two Sigma Advisers, LP 0.17% Add +232.6% 2,322,700 $75.4M
Squarepoint Ops LLC 0.31% Add +230.8% 2,312,159 $75.1M
Thompson Siegel & Walmsley LLC 1.13% Add +98.1% 2,271,534 $73.7M
Legal & General Group Plc 0.02% Add +0.4% 2,155,014 $70.0M
Charles Schwab Investment Management Inc. 0.02% Add +7.5% 2,110,087 $68.5M
Millennium Management 0.06% Add +10.1% 2,082,103 $67.6M
Bank of America Corp. 0.01% Add +11.1% 2,081,597 $67.6M
Qube Research & Technologies Ltd 0.12% Add +49.5% 2,021,458 $65.6M
Mackenzie Financial Corp. 0.08% Reduce -2.6% 1,741,682 $56.5M
Voloridge Investment Management, LLC 0.19% Add +112.7% 1,607,746 $52.2M
FMR LLC 0.00% Reduce -43.1% 1,516,702 $49.2M
Criteria Caixa, S.A.U. 5.15% Add +5.7% 1,474,003 $47.8M
JPMorgan Chase & Co. 0.00% Add +50.9% 1,434,173 $46.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +0.5% 1,423,726 $46.2M
APG Asset Management N.V. 0.08% Add +10.9% 1,450,503 $43.6M
Boston Partners 0.05% Add +1795.5% 1,279,022 $41.5M
S&co Inc. 2.71% Add +0.1% 1,186,387 $38.5M
Van Eck Associates Corp. 0.06% Reduce -16.4% 1,173,490 $38.1M
Victory Capital Management Inc. 0.04% Add +53.7% 1,173,230 $38.1M
Swedbank AB 0.05% Add +24.4% 1,168,692 $37.9M
Barclays PLC 0.02% Reduce -6.4% 1,139,326 $37.0M
Point72 Asset Management 0.11% Add +315.6% 1,129,327 $36.7M
Donald Smith & Co., Inc. 0.85% Add +88.7% 1,128,034 $36.6M
Goldman Sachs Group Inc. 0.01% Reduce -9.4% 1,111,889 $36.1M
First Trust Advisors LP 0.03% Add +1.9% 1,053,045 $34.2M
Cubist Systematic Strategies, LLC 0.38% Add +10.9% 1,030,788 $33.5M
Swiss National Bank 0.02% Reduce -5.8% 978,800 $31.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +0.7% 973,694 $31.6M
Marshall Wace, LLP 0.05% Reduce -53.7% 953,194 $30.9M
Russell Investments Group, Ltd. 0.05% Add +32.6% 908,214 $29.5M
Storebrand Asset Management As 0.10% Add +13.1% 874,937 $28.4M
Federated Hermes, Inc. 0.06% Add +58.8% 865,445 $28.1M
BNP Paribas Financial Markets 0.04% Add +68.3% 865,116 $28.1M
Royal Bank of Canada 0.01% Reduce -41.6% 796,727 $25.9M
Caisse de depot et placement du Quebec 0.06% Reduce -29.6% 794,783 $25.8M
HSBC Holdings PLC 0.02% Add +12.7% 786,211 $25.5M
Korea Investment CORP 0.06% Add +12.1% 767,504 $24.9M
Man Group plc 0.07% Add +694.4% 761,899 $24.7M
Wafra Inc. 1.28% No change 748,911 $24.3M
Edmond DE Rothschild Holding S.A. 0.38% Add +81.6% 690,000 $22.4M
Nuveen Asset Management, LLC 0.01% Reduce -3.4% 689,480 $22.4M
Renaissance Technologies 0.03% Reduce -7.5% 649,600 $21.1M
Assenagon Asset Management S.A. 0.06% Add +331.2% 639,033 $20.7M
Foundation Resource Management Inc. 3.23% Add +0.6% 633,849 $20.6M
Citadel Advisors 0.02% Reduce -72.1% 628,246 $20.4M
Rhumbline Advisers 0.02% Reduce -1.8% 624,231 $20.3M
Managed Asset Portfolios, LLC 2.91% Add +2.6% 616,577 $20.0M
State Board of Administration of Florida Retirement System 0.05% Add +12.5% 420,549 $19.3M
California State Teachers Retirement System 0.02% Add +1.3% 568,032 $18.4M
California Public Employees Retirement System 0.01% Reduce -6.0% 559,284 $18.2M
Wellington Management Group LLP 0.00% Add +127.8% 549,572 $17.8M
ING Groep NV 0.12% Reduce -5.1% 537,241 $17.4M
Alliancebernstein L.P. 0.01% Reduce -10.8% 527,899 $17.1M
Bank of Montreal 0.01% Add +5.6% 519,935 $16.9M
UBS Group AG 0.01% Reduce -10.4% 515,918 $16.7M
Pinebridge Investments, L.P. 0.13% Add +45.1% 506,605 $16.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +9.2% 501,863 $16.3M
Credit Suisse AG/ 0.01% Reduce -14.9% 475,445 $15.4M
Prudential Financial Inc. 0.02% Add +31.9% 456,849 $14.8M
CANADA LIFE ASSURANCE Co 0.03% Add +1.9% 452,182 $14.7M
TD Asset Management Inc 0.01% Reduce -2.5% 441,037 $14.3M
Principal Financial Group Inc. 0.01% Add +5.9% 428,142 $13.9M
Goehring & Rozencwajg Associates, LLC 2.89% Add +4.2% 410,676 $13.3M
Engineers Gate Manager LP 0.35% Add +85.2% 410,199 $13.3M
Cohen & Steers, Inc. 0.03% Add +303.3% 407,173 $13.2M
American Century Companies Inc. 0.01% Add +16.2% 401,494 $13.0M
Scout Investments, Inc. 0.32% Reduce -11.6% 401,848 $13.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +25.3% 399,210 $13.0M
Manufacturers Life Insurance Company, The 0.01% Add +8.9% 394,786 $12.8M
Citigroup Inc. 0.01% Add +27.7% 387,261 $12.6M
GMO 0.05% Reduce -53.8% 385,369 $12.5M
Susquehanna International Group, LLP 0.02% Add +41.2% 382,114 $12.4M
Cambria Investment Management, L.P. 0.73% Add +34.5% 378,022 $12.3M
New York State Teachers Retirement System 0.03% Reduce -7.8% 370,282 $12.0M
State of Wisconsin Investment Board 0.03% Add +22.9% 366,491 $11.9M
Pekin Hardy Strauss, Inc. 1.50% Add +5.4% 336,812 $10.9M
Franklin Resources Inc. 0.00% Add +57.6% 322,925 $10.5M
Bank of Nova Scotia 0.02% Reduce -17.9% 321,900 $10.4M
Adage Capital Partners Gp, L.L.C. 0.02% Add +1.0% 320,620 $10.4M
Toronto Dominion Bank 0.02% Add +27.1% 313,211 $10.2M
Stanley Capital Management, LLC 2.39% No change 296,700 $9.6M
Intech Investment Management LLC 0.13% Add +1645.6% 287,378 $9.3M
Wells Fargo & Company 0.00% Reduce -8.4% 278,624 $9.0M
Aberdeen Group plc 0.02% Reduce -31.5% 276,134 $9.0M
Royal London Asset Management Ltd. 0.02% Add +40.7% 260,910 $8.5M
Point72 Hong Kong Ltd 0.42% Add +36.4% 257,896 $8.4M
Allianz Asset Management GmbH 0.01% Reduce -53.7% 255,819 $8.3M
SG Americas Securities, LLC 0.04% Add +969.8% 250,587 $8.1M
Laurion Capital Management LP 0.23% New 250,000 $8.1M
Jane Street Group, LLC 0.01% Reduce -67.6% 243,211 $7.9M
Holocene Advisors, LP 0.03% Add +1333.3% 231,732 $7.5M
Schroder Investment Management Group 0.01% Add +18.7% 231,475 $7.5M
Twin Tree Management, LP 0.17% Add +29.9% 229,499 $7.4M
LPL Financial LLC 0.00% Reduce -6.1% 229,278 $7.4M
New York State Common Retirement Fund 0.01% Reduce -15.4% 227,418 $7.4M
Aquatic Capital Management LLC 0.23% Add +63.6% 220,100 $7.1M
Mudita Advisors LLP 4.21% Reduce -14.8% 217,812 $7.1M
Duality Advisers, LP 0.69% Add +523.0% 216,388 $7.0M
United Capital Management of KS, Inc. 1.59% Add +119.3% 214,445 $7.0M
National Bank of Canada 0.01% Reduce -8.8% 230,050 $6.8M
Teza Capital Management LLC 0.89% Add +219.0% 205,253 $6.7M
Janus Henderson Group PLC 0.00% Add +7.6% 196,328 $6.4M
Treasurer of the State of North Carolina 0.03% Reduce -12.6% 193,257 $6.3M
Ensign Peak Advisors, Inc 0.01% Reduce -33.9% 190,201 $6.2M
Illinois Municipal Retirement Fund 0.09% Reduce -14.8% 187,675 $6.1M
KBC Group NV 0.02% Add +10.3% 186,347 $6.0M
State of New Jersey Common Pension Fund D 0.02% No change 185,923 $6.0M
Trexquant Investment LP 0.12% Add +167.4% 184,532 $6.0M
Bleakley Financial Group, LLC 0.17% Add +181.9% 184,206 $6.0M
Simplicity Wealth,LLC 0.14% New 184,169 $6.0M
Thrivent Financial for Lutherans 0.01% Reduce -2.5% 183,559 $6.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.8% 181,156 $5.9M
Walleye Trading LLC 0.10% Add +107.3% 180,937 $5.9M
Gotham Asset Management 0.09% Reduce -27.9% 178,347 $5.8M
Sei Investments Co. 0.01% Add +32.4% 176,748 $5.7M
Aviva PLC 0.02% Add +15.8% 175,110 $5.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -15.6% 172,687 $5.6M
Danske Bank A/S 0.02% — 172,459 $5.6M
Jump Financial, LLC 0.15% Add +45.5% 170,819 $5.5M
Pictet Asset Management Holding SA 0.01% Reduce -4.7% 168,883 $5.5M
Handelsbanken Fonder AB 0.02% Reduce -0.8% 166,531 $5.4M
Core Alternative Capital 0.96% Reduce -3.5% 164,336 $5.3M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -92.3% 163,628 $5.3M
National Pension Service 0.01% No change 158,801 $5.2M
Verition Fund Management LLC 0.05% Add +43.1% 154,110 $5.0M
Davidson Investment Advisors 0.25% Add +0.8% 149,032 $4.8M
Willis Investment Counsel 0.32% Add +1.6% 142,133 $4.6M
Tudor Investment Corporation 0.06% New 140,340 $4.6M
Terril Brothers, Inc. 1.56% Add +11.4% 139,750 $4.5M
Robeco Institutional Asset Management B.V. 0.01% Add +58.2% 137,390 $4.5M
Ariel Investments 0.04% No change 136,582 $4.4M
Live Oak Private Wealth LLC 0.75% New 134,006 $4.3M
Canada Pension Plan Investment Board 0.00% New 133,700 $4.3M
NorthCoast Asset Management LLC 0.05% Add +161.0% 132,520 $4.3M
Raymond James & Associates 0.00% Add +197.4% 129,007 $4.2M
Barings LLC 0.11% Reduce -40.3% 127,861 $4.2M
Gateway Investment Advisers LLC 0.05% Reduce -0.3% 126,770 $4.1M
Concentric Capital Strategies, LP 0.26% Add +222.1% 126,217 $4.1M
Public Employees Retirement System of Ohio 0.02% Reduce -10.1% 124,672 $4.0M
Kerrisdale Advisers, LLC 1.27% Add +22.1% 124,620 $4.0M
Magnetar Financial LLC 0.10% Add +28.7% 123,175 $4.0M
Sicart Associates LLC 1.45% Reduce -2.3% 122,191 $4.0M
Asset Management One Co., Ltd. 0.02% Reduce -1.1% 121,864 $4.0M
Jade Capital Advisors, LLC 2.94% Add +140.0% 120,000 $3.9M
Resona Asset Management Co.,Ltd. 0.02% — 113,526 $3.7M
Walleye Capital LLC 0.04% Add +1.1% 113,117 $3.7M
Amalgamated Bank 0.03% Add +34.4% 112,386 $3.6M
Ancora Advisors LLC 0.08% Reduce -27.3% 108,444 $3.5M
Schonfeld Strategic Advisors LLC 0.03% Add +123.5% 107,974 $3.5M
Voya Investment Management LLC 0.00% Reduce -3.9% 106,120 $3.4M
Hussman Strategic Advisors, Inc. 0.79% No change 105,000 $3.4M
Thomist Capital Management, LP 1.43% New 104,900 $3.4M
Tejara Capital Ltd 1.25% Add +137.2% 103,745 $3.4M
Sagefield Capital LP 0.40% Add +18.7% 101,770 $3.3M
State of Michigan Retirement System 0.02% No change 101,076 $3.3M
Wealthfront Advisers LLC 0.01% Add +12.6% 99,856 $3.2M
Osaic Holdings, Inc. 0.01% Add +4.4% 99,301 $3.2M
Achmea Investment Management B.V. 0.06% No change 97,066 $3.1M
Kamunting Street Capital Management, L.P. 3.01% Add +533.3% 95,000 $3.1M
Baird Financial Group, Inc. 0.01% Add +19.7% 92,552 $3.0M
Envestnet Asset Management Inc. 0.00% Reduce -2.1% 92,331 $3.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -20.8% 80,220 $3.0M
Crawford Fund Management, LLC 2.32% Add +37.6% 91,500 $3.0M
Arizona State Retirement System 0.02% Reduce -1.6% 89,896 $2.9M
Seven Eight Capital, LP 0.30% Add +66.6% 89,841 $2.9M
Nomura Asset Management Co. Ltd. 0.01% Add +3.4% 89,417 $2.9M
Contrarius Investment Management Ltd 0.17% Reduce -3.3% 88,054 $2.9M
HRT Financial LP 0.02% New 87,046 $2.8M
Bridgeway Capital Management, LLC 0.06% No change 87,000 $2.8M
De Lisle Partners LLP 0.65% — 85,989 $2.8M
American International Group, Inc. 0.01% Reduce -0.3% 85,464 $2.8M
Nisa Investment Advisors, LLC 0.02% Reduce -6.9% 83,509 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -16.1% 83,514 $2.7M
Mediolanum International Funds Ltd 0.04% — 83,241 $2.7M
First American Trust, FSB 0.28% Add +11.2% 81,348 $2.6M
Banque Cantonale Vaudoise 0.10% Add +212.4% 80,544 $2.6M
B. Riley Wealth Advisors, Inc. 0.07% Add +681.7% 72,390 $2.6M
Ontario Teachers Pension Plan Board 0.02% Add +10.2% 76,523 $2.5M
MetLife Investment Management, LLC 0.02% Reduce -3.7% 76,499 $2.5M
Alaska Permanent Fund Corp 0.04% Add +12.7% 75,691 $2.5M
Aigen Investment Management, LP 0.53% Add +81.8% 75,409 $2.4M
USS Investment Management Ltd 0.02% Reduce -21.0% 75,238 $2.4M
Leonteq Securities AG 0.32% Add +24.1% 73,887 $2.4M
Humankind Investments LLC 0.62% Add +29.0% 72,363 $2.3M
Retirement Systems of Alabama 0.01% Add +0.1% 72,136 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.3% 71,750 $2.3M
Graham Capital Management, L.P. 0.12% Add +433.8% 71,608 $2.3M
Guggenheim Capital LLC 0.02% Add +3.4% 71,002 $2.3M
Forsta Ap-Fonden 0.02% Reduce -65.5% 70,400 $2.3M
Paradiem, LLC 0.56% Add +11.1% 69,813 $2.3M
Stifel Financial Corp. 0.00% Add +2.3% 69,478 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +3.2% 69,373 $2.3M
Glenmede Trust Co. NA 0.01% Add +592.3% 67,855 $2.2M
Texas Permanent School Fund Corp. 0.02% Add +0.1% 67,560 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -0.6% 66,579 $2.2M
GTS Securities LLC 0.06% Add +8.7% 66,101 $2.1M
IFM Investors Pty Ltd 0.02% No change 63,446 $2.1M
DekaBank Deutsche Girozentrale 0.00% Reduce -33.0% 64,460 $2.0M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -1.6% 62,677 $2.0M
Gabelli Funds LLC 0.01% Reduce -0.8% 61,500 $2.0M
Degroof Petercam Asset Management 0.02% Add +437.9% 61,417 $2.0M
Empowered Funds, LLC 0.04% Reduce -70.7% 61,095 $2.0M
Wilmington Savings Fund Society, FSB 0.08% — 60,799 $2.0M
Auxier Asset Management LLC 0.30% Reduce -2.1% 60,595 $2.0M
Centiva Capital, LP 0.12% Add +81.2% 60,510 $2.0M
Sarasin & Partners LLP 0.02% Reduce -50.0% 60,000 $1.9M
Inspire Trust Co, N.A. 1.09% Add +114.0% 59,880 $1.9M
ProShare Advisors LLC 0.01% Reduce -5.1% 59,474 $1.9M
Comerica Bank 0.01% Reduce -0.3% 58,998 $1.9M
Savant Capital, LLC 0.02% Add +356.6% 57,557 $1.9M
Czech National Bank 0.02% Add +0.5% 57,499 $1.9M
Utah Retirement Systems 0.02% Reduce -0.2% 57,122 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -39.0% 57,023 $1.9M
Allianz SE 0.06% — 56,800 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +15.4% 56,635 $1.8M
Marco Investment Management LLC 0.17% Reduce -3.0% 56,425 $1.8M
Catalyst Capital Advisors LLC 0.04% Reduce -1.7% 55,497 $1.8M
Capital International, Inc. 0.02% Reduce -56.9% 55,102 $1.8M
Mn Services Vermogensbeheer B.V. 0.01% Reduce -63.9% 55,000 $1.8M
Kingsview Wealth Management, LLC 0.04% New 54,700 $1.8M
Neuberger Berman Group LLC 0.00% Reduce -95.5% 54,361 $1.8M
Macquarie Group Ltd. 0.00% Reduce -0.1% 54,300 $1.8M
DNB Asset Management AS 0.01% Reduce -9.2% 54,106 $1.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -21.5% 51,509 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -79.1% 51,178 $1.7M
Quantbot Technologies LP 0.09% New 50,210 $1.6M
Axq Capital, LP 0.39% Add +115.0% 50,100 $1.6M
Cozad Asset Management Inc. 0.17% Add +45.3% 49,992 $1.6M
State of Tennessee, Department of Treasury 0.01% Reduce -4.9% 49,920 $1.6M
New York Life Investment Management LLC 0.02% Reduce -3.4% 49,735 $1.6M
Glenorchy Capital Ltd 1.33% Add +0.7% 49,603 $1.6M
Northwest & Ethical Investments L.P. 0.05% Add +2.1% 49,134 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -1.5% 49,105 $1.6M
Mariner, LLC 0.00% Add +3.7% 49,001 $1.6M
Legacy Capital Wealth Partners, LLC 1.13% New 36,002 $1.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -0.3% 48,695 $1.6M
SouthState Bank Corp 0.12% Reduce -10.4% 47,873 $1.6M
CIBC Asset Management Inc 0.01% Add +3.0% 46,775 $1.5M
Virtus Family Office LLC 2.34% Add +3.8% 45,155 $1.5M
ClearAlpha Technologies LP 0.62% Add +140.6% 44,675 $1.5M
Panagora Asset Management Inc. 0.01% No change 44,574 $1.4M
Xponance LLC 0.02% Add +5.6% 44,499 $1.4M
Parallax Volatility Advisers, L.P. 0.05% Add +81.8% 44,179 $1.4M
Range Financial Group LLC 0.73% New 43,458 $1.4M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -22.5% 43,068 $1.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.6% 42,872 $1.4M
Mutual of America Capital Management LLC 0.01% Reduce -2.1% 42,853 $1.4M
iA Global Asset Management Inc. 0.03% Reduce -5.2% 42,442 $1.4M
Gsa Capital Partners LLP 0.11% Add +160.7% 42,139 $1.4M
1832 Asset Management L.P. 0.00% Add +2.4% 41,667 $1.4M
Sherbrooke Park Advisers LLC 0.26% Add +486.4% 41,389 $1.3M
Tidal Investments LLC 0.02% Reduce -19.2% 41,141 $1.3M
Corient Private Wealth LP 0.00% Add +68.6% 40,850 $1.3M
D L Carlson Investment Group Inc. 0.26% Reduce -42.2% 40,625 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -2.1% 40,541 $1.3M
Independent Advisor Alliance 0.05% Reduce -0.6% 39,773 $1.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +2.0% 39,023 $1.3M
Mairs & Power Inc. 0.01% No change 39,000 $1.3M
Nissay Asset Management Corp. /Japan 0.01% Add +0.3% 37,582 $1.2M
CI Investments Inc. 0.00% Add +239.0% 37,197 $1.2M
AlphaQuest LLC 0.21% Add +120.5% 36,991 $1.2M
Capstone Investment Advisors, LLC 0.04% Reduce -11.0% 36,961 $1.2M
Atria Investments, Inc 0.02% New 36,883 $1.2M
U.S. Capital Wealth Advisors, LLC 0.05% Add +4.9% 36,666 $1.2M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -16.0% 36,223 $1.2M
Pinnacle Associates Ltd. 0.02% Add +31.8% 35,768 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.0% 35,470 $1.2M
Wolverine Trading, LLC 0.01% Add +27.0% 35,090 $1.1M
Cetera Investment Advisers 0.00% Add +196.0% 34,946 $1.1M
J.P. Marvel Investment Advisors, LLC 0.20% Reduce -19.5% 34,836 $1.1M
Polianta Ltd 0.54% Add +44.5% 34,400 $1.1M
Worldquant Millennium Advisors LLC 0.01% New 33,635 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Add +4.6% 33,193 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -11.6% 32,796 $1.1M
Cibc World Markets Corp. 0.01% Reduce -22.4% 32,773 $1.1M
UniSuper Management Pty Ltd 0.01% Add +647.8% 32,612 $1.1M
Daiwa Securities Group Inc. 0.01% Add +9.5% 32,197 $1.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 30,645 $995K
Blair William & Co. 0.00% Reduce -1.7% 30,377 $986K
Garner Asset Management Corp 0.37% Add +5.0% 30,217 $981K
Elo Mutual Pension Insurance Co 0.02% Add +2.3% 29,685 $964K
Windmill Hill Asset Management Ltd 0.34% No change 29,574 $960K
Beacon Pointe Advisors, LLC 0.01% Add +8.1% 29,345 $953K
Nordea Investment Management AB 0.00% Add +2.2% 29,241 $938K
Bourgeon Capital Management LLC 0.18% Add +0.0% 28,805 $935K
Gulf International Bank (UK) Ltd 0.02% No change 28,732 $932K
Balyasny Asset Management L.P. 0.00% New 28,108 $912K
CX Institutional 0.04% New 28,062 $911K
Meixler Investment Management, Ltd. 0.68% Add +37.9% 28,029 $910K
Oregon Public Employees Retirement Fund 0.02% Reduce -51.9% 27,987 $908K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.1% 27,382 $889K
Fox Run Management, L.L.C. 0.19% Add +197.6% 27,259 $885K
Ellsworth Advisors, LLC 0.25% New 28,428 $885K
Amova Asset Management Americas, Inc. 0.01% Reduce -6.7% 26,837 $871K
Verity Asset Management, Inc. 0.48% Add +0.7% 26,502 $860K
Cibc World Market Inc. 0.00% Add +27.3% 26,192 $850K
Ridgewood Investments LLC 0.44% Add +5.9% 25,722 $835K
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.0% 25,639 $832K
Game Creek Capital, LP 0.45% Reduce -45.5% 25,625 $832K
Vontobel Holding Ltd. 0.01% Add +10.2% 25,588 $831K
Quantinno Capital Management LP 0.02% Reduce -27.3% 25,482 $827K
Cerity Partners LLC 0.00% New 25,141 $816K
CSS LLC 0.20% Add +39.5% 25,115 $815K
Rafferty Asset Management, LLC 0.00% Reduce -2.1% 24,826 $806K
Kentucky Retirement Systems 0.02% Reduce -5.1% 24,821 $806K
Tower Research Capital LLC (TRC) 0.02% Reduce -49.6% 24,461 $794K
Quinn Opportunity Partners LLC 0.09% No change 24,040 $780K
Maryland State Retirement & Pension System 0.02% No change 25,260 $771K
IMC-Chicago, LLC 0.03% New 23,559 $765K
Herr Investment Group LLC 0.24% Reduce -17.1% 23,417 $760K
Group One Trading LLC 0.03% Reduce -60.6% 23,344 $758K
Credit Agricole S A 0.01% Add +78.8% 24,844 $757K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.0% 23,289 $756K
Tredje AP-fonden 0.01% Add +16.7% 23,190 $753K
Praxis Investment Management Inc. 0.05% Add +124.5% 22,700 $737K
Natixis 0.00% Add +14.6% 22,406 $727K
Empirical Finance, LLC 0.04% Add +2.2% 22,388 $727K
Metis Global Partners, LLC 0.03% Reduce -0.5% 22,167 $720K
Evergreen Capital Management LLC 0.03% Reduce -79.5% 22,055 $716K
River Global Investors LLP 0.18% Reduce -1.1% 21,865 $710K
Adams Natural Resources Fund, Inc. 0.10% Reduce -17.2% 21,201 $688K
Hartford Investment Management Co. 0.02% Reduce -4.2% 21,185 $688K
Rockefeller Capital Management L.P. 0.00% Reduce -20.8% 21,109 $685K
Groupama Asset Managment 0.01% Reduce -57.6% 7,979 $680K
Massachusetts Financial Services Co. 0.00% New 20,924 $679K
Fruth Investment Management 0.17% Add +9.6% 20,650 $670K
CoreCommodity Management, LLC 0.23% Reduce -68.9% 20,001 $649K
Monaco Asset Management SAM 0.29% New 20,000 $649K
Headinvest, LLC 0.13% Add +25.0% 20,000 $649K
XTX Topco Ltd 0.09% New 19,843 $644K
MBB Public Markets I LLC 0.04% Reduce -41.8% 19,390 $629K
Campbell & CO Investment Adviser LLC 0.05% New 19,264 $625K
Securian Asset Management, Inc. 0.02% Reduce -7.0% 19,249 $625K
Candriam S.C.A. 0.00% Reduce -0.1% 19,191 $623K
Prospera Financial Services Inc 0.02% Add +18.5% 19,042 $618K
Louisiana State Employees Retirement System 0.01% Reduce -4.0% 19,000 $617K
M&T Bank Corp 0.00% Add +1.8% 18,944 $615K
Commerce Bank 0.00% Reduce -0.7% 18,792 $610K
Ethic Inc. 0.02% Add +16.0% 18,503 $601K
Delta Capital Management LLC 0.40% Reduce -0.5% 18,400 $597K
Johnson Financial Group, Inc. 0.03% Add +111.2% 18,270 $593K
Shell Asset Management Co. 0.03% Reduce -25.8% 20,144 $582K
Hillsdale Investment Management Inc. 0.05% New 17,650 $573K
CastleKnight Management LP 0.09% New 17,600 $571K
NewEdge Advisors, LLC 0.01% Add +56.9% 17,485 $568K
Merit Financial Group, LLC 0.01% New 19,763 $567K
Quarry LP 0.23% Add +934.5% 16,810 $546K
Lazard Asset Management LLC 0.00% Add +37.4% 16,803 $544K
Creative Planning 0.00% Reduce -14.4% 16,715 $543K
Marex Group Ltd 0.02% Reduce -14.7% 16,652 $541K
Vident Advisory, LLC 0.01% Add +27.6% 16,532 $537K
Caprock Group, LLC 0.03% Add +6.7% 16,454 $534K
New Mexico Educational Retirement Board 0.02% Reduce -4.6% 16,450 $534K
Acadian Asset Management LLC 0.00% Add +61.1% 16,352 $530K
QRG Capital Management, Inc. 0.01% Add +2.1% 16,145 $524K
Kintegral Advisory, LLC 0.05% Reduce -0.3% 15,969 $518K
Composition Wealth, LLC 0.01% Add +9.7% 15,965 $518K
Cresset Asset Management, LLC 0.00% Reduce -10.8% 15,658 $508K
Oxford Asset Management LLP 0.56% Reduce -38.6% 15,515 $504K
Cim Investment Management Inc. 0.15% No change 15,510 $503K
E. Ohman J:or Asset Management AB 0.01% No change 15,300 $497K
Personal Cfo Solutions, LLC 0.08% Add +4.4% 15,151 $492K
Keebeck Wealth Management 0.07% Reduce -3.9% 15,038 $488K
Mercer Global Advisors Inc. 0.00% Add +12.6% 15,045 $488K
Greenleaf Trust 0.00% Reduce -12.8% 14,822 $481K
Sit Investment Associates Inc. 0.01% Add +3.0% 14,539 $472K
Federation des caisses Desjardins du Quebec 0.00% Add +58.2% 13,930 $469K
MQS Management LLC 0.27% New 14,389 $467K
PFG Investments, LLC 0.03% New 14,358 $466K
Ieq Capital, LLC 0.01% Add +11.4% 14,329 $465K
Point72 Asia (Singapore) Pte. Ltd. 0.12% Add +184.7% 14,251 $463K
Janney Montgomery Scott LLC 0.00% Reduce -11.4% 14,039 $456K
Natixis Advisors, LLC 0.00% Reduce -78.8% 13,888 $451K
IFP Advisors, Inc 0.02% Add +1195.7% 13,864 $450K
Abundance Wealth Counselors 0.10% Add +21.1% 13,736 $446K
Versor Investments LP 0.09% Reduce -82.3% 13,702 $445K
Uncommon Cents Investing LLC 0.13% Add +3.2% 13,500 $438K
Metropolitan Life Insurance Co 0.02% Reduce -0.9% 13,181 $428K
Sowell Financial Services LLC 0.02% New 12,969 $421K
Prudential PLC 0.00% Reduce -61.4% 12,921 $419K
Integrated Investment Consultants, LLC 0.11% Add +0.1% 12,776 $415K
Poehling Capital Management, INC. 0.11% New 12,594 $409K
Headlands Technologies LLC 0.10% New 12,567 $408K
Viawealth, LLC 0.26% Reduce -18.3% 12,566 $408K
Marble Harbor Investment Counsel, LLC 0.05% No change 12,395 $402K
Capula Management Ltd 0.01% New 12,002 $390K
Bayesian Capital Management, LP 0.04% New 11,904 $386K
US Bancorp \de 0.00% Reduce -16.7% 11,854 $385K
Guidance Capital, Inc. 0.14% Add +15.5% 12,235 $379K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.0% 11,647 $378K
Clark Financial Services Group Inc. 0.46% Reduce -25.8% 11,653 $378K
Norinchukin Bank, The 0.01% Reduce -1.4% 11,638 $378K
Systematic Alpha Investments, LLC 0.02% No change 11,633 $378K
Seaview Investment Managers LLC 0.11% No change 11,600 $377K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -10.7% 11,598 $376K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.19% New 11,500 $373K
Dorsey & Whitney Trust CO LLC 0.02% New 11,177 $363K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +3.0% 11,068 $359K
Bridgewater Associates 0.00% New 11,061 $359K
PKO Investment Management Joint-Stock Co 0.04% Reduce -23.1% 11,000 $359K
Investors Research Corp 0.08% Reduce -2.2% 10,900 $354K
Confluence Investment Management LLC 0.00% Reduce -1.6% 10,848 $352K
Recurrent Investment Advisors LLC 0.04% No change 10,832 $352K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -7.4% 10,786 $350K
Ostrum Asset Management 0.03% No change 10,773 $350K
HighTower Advisors, LLC 0.00% Reduce -76.3% 10,532 $340K
Truist Financial Corp. 0.00% Reduce -23.0% 10,401 $338K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 10,371 $337K
Murphy Pohlad Asset Management LLC 0.13% Reduce -39.8% 10,275 $334K
Corton Capital Inc. 0.12% New 10,259 $333K
Qsemble Capital Management, LP 0.07% Reduce -63.9% 10,217 $332K
Fifth Third Bancorp 0.00% Reduce -10.3% 10,131 $329K
Sage Capital Advisors,llc 0.09% No change 10,088 $327K
Harbour Capital Advisors, LLC 0.08% New 10,180 $327K
Johnson Investment Counsel Inc. 0.00% Add +49.2% 10,019 $325K
Ceeto Capital Group, LLC 0.13% No change 10,000 $325K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +9.1% 9,935 $322K
Keene & Associates, Inc. 0.24% Add +26.7% 9,760 $317K
Mma Asset Management LLC 0.15% Add +43.0% 10,696 $316K
Lido Advisors, LLC 0.00% Add +1.4% 9,685 $314K
Advisory Services Network, LLC 0.01% Reduce -1.0% 9,609 $312K
EverSource Wealth Advisors, LLC 0.02% Add +0.3% 9,916 $311K
180 Wealth Advisors, LLC 0.06% Add +17.9% 9,424 $306K
Stoneridge Investment Partners LLC 0.12% New 9,359 $304K
Tobam 0.03% Reduce -22.0% 9,332 $303K
Forum Financial Management, LP 0.01% Add +3.1% 9,290 $302K
Semanteon Capital Management, LP 0.19% New 9,278 $301K
Legacy Capital Group California, Inc. 0.11% New 9,267 $301K
Oppenheimer & Co. Inc. 0.01% Reduce -27.4% 9,230 $300K
Private Advisor Group, LLC 0.00% Reduce -58.2% 9,051 $294K
Rakuten Investment Management, Inc. 0.00% Add +982.3% 8,788 $285K
BI Asset Management Fondsmaeglerselskab A/S 0.01% No change 8,692 $282K
Profund Advisors LLC 0.01% Reduce -5.3% 8,484 $275K
Mirabella Financial Services LLP 0.02% New 8,498 $275K
United Capital Financial Advisors, LLC 0.00% Reduce -15.7% 8,409 $273K
Ballentine Partners, LLC 0.01% Add +31.0% 8,401 $273K
Yorktown Management & Research Co Inc 0.26% No change 8,400 $273K
Probity Advisors, Inc. 0.06% Reduce -0.5% 8,374 $272K
TRUE Private Wealth Advisors 0.03% Reduce -0.1% 8,347 $271K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.3% 8,345 $271K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% Add +3.9% 8,278 $270K
Integrated Wealth Concepts LLC 0.00% Reduce -19.7% 8,261 $268K
Algert Global LLC 0.01% New 8,148 $264K
Keybank National Association 0.00% Add +1.4% 8,141 $264K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -71.9% 7,014 $263K
CWA Asset Management Group, LLC 0.02% New 8,048 $261K
First Trust Investment Solutions L.P. 0.05% New 8,000 $260K
B. Metzler seel. Sohn & Co. AG 0.00% No change 7,951 $258K
Advisors Asset Management, Inc. 0.01% Reduce -60.7% 7,941 $258K
Captrust Financial Advisors 0.00% Reduce -53.8% 7,932 $257K
Clear Harbor Asset Management, LLC 0.02% Reduce -12.1% 7,782 $253K
Inceptionr LLC 0.06% Reduce -52.5% 7,756 $252K
Sapient Capital LLC 0.01% Add +7.4% 7,632 $248K
Public Sector Pension Investment Board 0.00% No change 7,579 $246K
Moors & Cabot, Inc. 0.01% Reduce -19.2% 7,576 $246K
Tradition Wealth Management, LLC 0.02% Reduce -0.2% 7,513 $244K
NEOS Investment Management LLC 0.01% New 7,382 $240K
ArchPoint Investors 0.10% No change 7,360 $239K
Qtron Investments LLC 0.03% No change 7,349 $239K
Csenge Advisory Group 0.01% Add +0.4% 7,226 $235K
Horizon Advisory Services, Inc. 0.11% — 7,213 $234K
MAI Capital Management 0.00% Reduce -1.9% 7,056 $229K
SVB Wealth LLC 0.01% Reduce -15.2% 7,010 $228K
Penn Mutual Asset Management 0.74% New 7,000 $227K
360 Financial, Inc. 0.09% No change 7,000 $227K
Tocqueville Asset Management L.P. 0.00% Add +1.3% 6,909 $224K
Focus Financial Network, Inc. 0.01% — 7,285 $222K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 6,790 $220K
Blueshift Asset Management, LLC 0.11% Reduce -54.5% 6,761 $219K
Seaport Global Advisors, LLC 0.44% No change 6,691 $217K
Kestra Advisory Services, LLC 0.00% Reduce -33.2% 6,672 $217K
Kingswood Wealth Advisors, LLC 0.02% New 6,496 $211K
Wahed Invest LLC 0.05% Add +11.6% 6,300 $204K
Alberta Investment Management Corp 0.00% Reduce -72.5% 6,200 $201K
Vestcor Inc 0.01% Reduce -1.0% 6,202 $201K
International Assets Investment Management, LLC 0.02% Reduce -8.1% 6,180 $200K
Westpac Banking Corp. 0.02% Reduce -58.7% 6,127 $199K
V-Square Quantitative Management LLC 0.03% No change 5,977 $194K
Centerpoint Advisors, LLC 0.07% Reduce -1.6% 5,975 $194K
CENTRAL TRUST Co 0.00% No change 5,457 $177K
Horizon Investments, LLC 0.00% Add +2.3% 5,306 $172K
Strengthening Families & Communities, LLC 0.10% Add +9.1% 5,166 $167K
South Dakota Investment Council 0.00% No change 4,825 $157K
Cwm, LLC 0.00% Reduce -44.3% 4,709 $153K
Jupiter Wealth Management LLC 0.08% No change 5,000 $148K
TD Waterhouse Canada Inc. 0.00% Reduce -67.3% 4,558 $146K
Parallel Advisors, LLC 0.00% Reduce -6.6% 4,267 $139K
NFSG Corp 0.06% Add +105.3% 3,900 $127K
Ameritas Investment Partners, Inc. 0.00% No change 3,835 $124K
UMB Bank, n.a. 0.00% No change 3,781 $123K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,000 $92K
Spire Wealth Management 0.00% Reduce -9.3% 2,569 $83K
Compass Wealth Management LLC 0.02% No change 2,500 $81K
Gladius Capital Management LP 0.08% Reduce -30.9% 2,495 $81K
Smartleaf Asset Management LLC 0.01% Add +560.3% 2,331 $75K
GAMMA Investing LLC 0.02% Reduce -22.1% 2,288 $74K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -43.7% 2,250 $73K
Quadrant Capital Group LLC 0.01% Add +21.6% 2,126 $69K
Chelsea Counsel Co. 0.04% Reduce -7.7% 2,095 $68K
Signaturefd, LLC 0.00% Reduce -42.5% 2,073 $67K
Sentry Investment Management LLC 0.02% No change 1,741 $57K
Farther Finance Advisors, LLC 0.00% Add +14.8% 1,676 $54K
Lindbrook Capital, LLC 0.01% Reduce -26.4% 1,651 $54K
Quent Capital, LLC 0.01% Add +10.5% 1,625 $53K
CVA Family Office, LLC 0.01% Reduce -27.8% 1,600 $52K
Cullen/Frost Bankers, Inc. 0.00% No change 1,500 $49K
Pflug Koory, LLC 0.00% No change 1,485 $48K
TD Private Client Wealth LLC 0.00% Add +42.6% 1,430 $46K
AdvisorNet Financial, Inc 0.00% Reduce -45.0% 1,419 $46K
Venturi Wealth Management, LLC 0.00% Add +5.3% 1,403 $46K
Huntington National Bank 0.00% Add +14.9% 1,393 $45K
Mather Group, Llc. 0.00% New 1,121 $40K
Union Investments & Development Ltd. 0.18% No change 1,200 $39K
FinTrust Capital Advisors, LLC 0.01% Reduce -92.7% 1,186 $38K
Lanark Financial, Inc. 0.00% Reduce -12.9% 1,080 $35K
Gilliland Jeter Wealth Management LLC 0.01% Reduce -85.6% 1,000 $32K
Deseret Mutual Benefit Administrators 0.02% Add +37.7% 971 $32K
Creekmur Asset Management LLC 0.01% Reduce -64.3% 953 $31K
Plato Investment Management Ltd 0.00% No change 917 $30K
CoreCap Advisors, LLC 0.00% New 884 $29K
Blue Trust, Inc. 0.00% Reduce -11.8% 878 $28K
CIBC Private Wealth Group LLC 0.00% New 810 $26K
Highlander Capital Management, LLC 0.01% Add +515.4% 800 $26K
Towne Trust Company, N.A 0.01% New 800 $26K
Denali Advisors LLC 0.01% Reduce -3.1% 800 $26K
Altshuler Shaham Ltd 0.00% Reduce -33.0% 800 $26K
DT Investment Partners, LLC 0.00% No change 759 $25K
Foster Dykema Cabot & Partners, LLC 0.00% No change 750 $24K
Janiczek Wealth Management, LLC 0.01% Reduce -49.0% 742 $24K
Bessemer Group Inc. 0.00% Reduce -99.3% 723 $24K
FNY Investment Advisers, LLC 0.01% New 700 $22K
Capital Advisors, Ltd. LLC 0.00% Add +8.5% 666 $22K
Harbour Investments, Inc. 0.00% Add +2.2% 643 $21K
Ossiam 0.00% Reduce -99.1% 635 $21K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 620 $20K
Allworth Financial LP 0.00% Reduce -2.6% 550 $18K
Rothschild Investment LLC 0.00% Add +22.4% 546 $18K
Parkside Financial Bank & Trust 0.00% Reduce -26.0% 535 $17K
Private Trust Co. NA 0.00% Reduce -4.2% 526 $17K
Exchange Traded Concepts, LLC 0.00% Add +331.4% 522 $17K
JNBA Financial Advisors 0.00% No change 500 $16K
REAP Financial Group, LLC 0.00% Reduce -28.0% 494 $16K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 470 $15K
City State Bank 0.01% No change 460 $15K
Caitlin John, LLC 0.01% Add +103.3% 427 $14K
Brown Brothers Harriman & Co. 0.00% Add +1310.0% 423 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -26.6% 422 $14K
JFS Wealth Advisors, LLC 0.00% Reduce -5.2% 419 $14K
Principal Securities, Inc. 0.00% Reduce -12.4% 403 $13K
First Horizon Advisors, Inc. 0.00% Reduce -37.0% 400 $13K
Avior Wealth Management, LLC 0.00% New 397 $13K
Core Wealth Advisors, Inc. 0.00% Reduce -83.9% 383 $12K
Covestor Ltd 0.01% Reduce -27.7% 365 $12K
Financial Management Professionals, Inc. 0.00% Reduce -6.9% 376 $12K
Banque Pictet & Cie SA 0.00% Add +1192.9% 362 $12K
First Command Advisory Services, Inc. 0.00% No change 325 $11K
Pin Oak Investment Advisors Inc. 0.01% Reduce -1.3% 300 $10K
Millburn Ridgefield LLC 0.00% Add +13.3% 307 $10K
Zions Bancorporation, N.A. 0.00% Reduce -0.7% 304 $10K
Hilltop National Bank 0.00% — 300 $10K
Hollencrest Capital Management 0.00% Add +0.8% 257 $8K
Addison Advisors LLC 0.00% No change 255 $8K
Farmers & Merchants Investments Inc. 0.00% No change 247 $8K
Fortitude Family Office, LLC 0.01% Add +57.1% 242 $8K
Richard W. Paul & Associates, LLC 0.00% No change 230 $7K
MV Capital Management, Inc. 0.00% Reduce -17.4% 228 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 225 $7K
Versant Capital Management, Inc 0.00% Add +2266.7% 213 $7K
Bell Investment Advisors, Inc 0.00% Reduce -6.5% 200 $6K
Wetzel Investment Advisors, Inc. 0.00% Add +627.6% 211 $6K
Global Retirement Partners, LLC 0.00% Reduce -23.1% 193 $6K
Bear Mountain Capital, Inc. 0.00% No change 200 $6K
Rakuten Securities, Inc. 0.00% Add +5833.3% 178 $6K
Belmont Capital, LLC 0.00% Add +0.6% 164 $5K
Manchester Capital Management LLC 0.00% Add +288.1% 163 $5K
ICA Group Wealth Management, LLC 0.00% Reduce -39.0% 155 $5K
Evermay Wealth Management LLC 0.00% No change 150 $5K
Palisade Asset Management, LLC 0.00% New 150 $5K
ORG Partners LLC 0.01% Add +7.1% 150 $5K
Gold Investment Management Ltd. 0.00% Add +55.3% 146 $5K
Private Wealth Management Group, LLC 0.00% Reduce -29.8% 134 $4K
SYSTM Wealth Solutions LLC 0.00% Add +150.9% 133 $4K
TCTC Holdings, LLC 0.00% New 130 $4K
Creative Financial Designs Inc. 0.00% Reduce -50.2% 127 $4K
Avion Wealth 0.00% Reduce -12.3% 100 $4K
Smithfield Trust Co 0.00% No change 130 $4K
Glen Eagle Advisors, LLC 0.00% Reduce -77.1% 119 $4K
Pinnacle Bancorp, Inc. 0.00% Add +118.5% 118 $4K
First Manhattan Co. Llc. 0.00% No change 107 $3K
Norwood Financial Corp 0.00% No change 100 $3K
Harbor Investment Advisory, LLC 0.00% Reduce -94.6% 96 $3K
Arax Advisory Partners 0.00% Reduce -42.5% 81 $3K
HighMark Wealth Management LLC 0.00% Add +1.3% 81 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 72 $2K
Raleigh Capital Management Inc. 0.00% Add +133.3% 70 $2K
WR Wealth Planners, LLC 0.00% New 64 $2K
Asset Dedication, LLC 0.00% No change 84 $2K
GW&K Investment Management, LLC 0.00% Reduce -67.3% 48 $2K
North Star Investment Management Corp. 0.00% No change 55 $2K
Stone House Investment Management, LLC 0.00% New 50 $2K
Raffa Wealth Management, LLC 0.00% No change 50 $2K
SJS Investment Consulting Inc. 0.00% Reduce -10.7% 50 $2K
Key Financial Inc 0.00% No change 49 $2K
Valued Wealth Advisors LLC 0.00% Reduce -41.0% 49 $2K
Prestige Wealth Management Group LLC 0.00% Add +41.2% 48 $2K
Sandy Spring Bank 0.00% Add +2.3% 45 $1K
Abound Wealth Management 0.00% No change 43 $1K
Sachetta, LLC 0.00% No change 39 $1K
Bfsg, LLC 0.00% No change 39 $1K
Trust Co. of Vermont 0.00% No change 38 $1K
Continuum Advisory, LLC 0.00% New 40 $1K
Bruce G. Allen Investments, LLC 0.00% Reduce -27.1% 35 $1K
Sound Income Strategies, LLC 0.00% No change 35 $1K
Dunhill Financial, LLC 0.00% Add +21.4% 34 $1K
Horizon Financial Services, LLC 0.00% New 31 $1K
Valley National Advisers Inc. 0.00% Reduce -33.9% 43 $1K
Dixon Mitchell Investment Counsel Inc. 0.00% New 30 $974
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.4% 29 $942
Global Wealth Strategies & Associates 0.00% No change 29 $941
Colonial Trust Advisors 0.00% Reduce -52.8% 25 $812
Kiely Wealth Advisory Group, Inc. 0.00% New 25 $769
Carolinas Wealth Consulting LLC 0.00% No change 22 $714
Cornerstone Planning Group LLC 0.00% New 21 $603
True Wealth Design, LLC 0.00% Add +70.0% 17 $552
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 11 $358
TFO Wealth Partners, LLC 0.00% No change 10 $325
Breakwater Investment Management 0.00% — 8 $260
Gradient Investments LLC 0.00% Reduce -88.6% 5 $162
Nvwm, LLC 0.00% New 5 $162
SOA Wealth Advisors, LLC. 0.00% No change 4 $134
Larson Financial Group LLC 0.00% No change 1 $32
Penserra Capital Management LLC 0.00% Reduce -99.7% 18 $0

"% of holder's portfolio" is MOS's weight in each manager's 13F, not the share of The Mosaic Co. the manager owns.