The MosaicMOS

13F holders, Q2 2024 (June 30)
644holders −9
68new positions
78sold out
9famous investors
$28.89avg. 13F price*

At the end of Q2 2024, 644 institutions reported holding The Mosaic Co. (MOS) in their 13F filings, down 9 from Q1 2024. 68 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock Inc. ($817.4M) and T. Rowe Price Associates Inc. ($414.0M). 9 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions68$93.5M
Exits78$279.0M

All 13F filers, Q1 2024 → Q2 2024: 33,634,186 shares bought and 33,717,592 shares sold, net −83,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 644 holders

Vanguard Group Inc. 0.02% Add +4.7% 41,195,466 $1.2B
BlackRock Inc. 0.02% Add +5.3% 28,283,753 $817.4M
T. Rowe Price Associates Inc. 0.05% Add +34.1% 14,326,593 $414.0M
State Street Corp. 0.02% Reduce -5.5% 14,278,736 $412.7M
Capital World Investors 0.06% Add +0.0% 13,401,853 $387.3M
Invesco Ltd. 0.07% Add +1.0% 10,846,662 $313.5M
Geode Capital Management, LLC 0.02% Add +4.3% 8,172,507 $239.2M
Dimensional Fund Advisors LP 0.05% Add +34.6% 6,337,124 $183.2M
Northern Trust Corp. 0.03% Reduce -6.2% 5,341,022 $154.4M
Boston Partners 0.19% Add +303.9% 5,165,362 $149.3M
Morgan Stanley 0.01% Reduce -19.7% 4,534,211 $131.0M
D. E. Shaw & Co. 0.18% Add +20.6% 4,122,240 $119.1M
Amundi 0.04% Reduce -0.8% 4,061,463 $114.4M
Norges Bank 0.02% Add +6.8% 3,741,563 $108.1M
Balyasny Asset Management L.P. 0.28% Add +12876.5% 3,647,435 $105.4M
AQR Capital Management 0.15% Add +15.2% 3,311,123 $95.7M
Citadel Advisors 0.08% Add +351.9% 2,839,281 $82.1M
AustralianSuper Pty Ltd 0.44% Reduce -8.9% 2,648,206 $76.5M
Thompson Siegel & Walmsley LLC 1.20% Add +13.6% 2,579,644 $74.6M
Bank of New York Mellon Corp 0.01% Reduce -16.2% 2,575,037 $74.4M
LSV Asset Management 0.15% Reduce -3.6% 2,397,930 $69.3M
Two Sigma Advisers, LP 0.15% Add +0.4% 2,331,700 $67.4M
Charles Schwab Investment Management Inc. 0.01% Add +5.8% 2,231,598 $64.5M
Deutsche Bank AG 0.03% Reduce -9.9% 2,231,245 $64.5M
Donald Smith & Co., Inc. 1.53% Add +84.7% 2,083,233 $60.2M
Bank of America Corp. 0.01% Reduce -9.3% 1,888,062 $54.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +30.5% 1,858,383 $53.7M
Legal & General Group Plc 0.01% Reduce -15.8% 1,814,644 $52.4M
Mackenzie Financial Corp. 0.07% Reduce -10.6% 1,557,174 $45.0M
Voloridge Investment Management, LLC 0.16% Reduce -7.3% 1,491,131 $43.1M
Criteria Caixa, S.A.U. 5.68% No change 1,474,003 $42.6M
Goldman Sachs Group Inc. 0.01% Add +29.1% 1,436,044 $41.5M
Two Sigma Investments, LP 0.10% Reduce -51.1% 1,387,342 $40.1M
JPMorgan Chase & Co. 0.00% Reduce -3.6% 1,381,923 $39.9M
Barclays PLC 0.02% Add +18.1% 1,345,138 $38.9M
Russell Investments Group, Ltd. 0.06% Add +42.4% 1,292,937 $37.4M
Squarepoint Ops LLC 0.14% Reduce -45.6% 1,256,949 $36.3M
Swedbank AB 0.05% Add +6.2% 1,240,678 $35.9M
Van Eck Associates Corp. 0.05% Add +3.3% 1,212,264 $35.0M
S&co Inc. 2.37% Reduce -0.8% 1,176,904 $34.0M
Caisse de depot et placement du Quebec 0.08% Add +44.1% 1,145,445 $33.1M
APG Asset Management N.V. 0.05% Reduce -24.4% 1,096,658 $29.6M
Allianz Asset Management GmbH 0.05% Add +291.0% 1,000,332 $28.9M
Victory Capital Management Inc. 0.03% Reduce -15.8% 988,252 $28.6M
BNP Paribas Financial Markets 0.03% Add +14.2% 987,673 $28.5M
Swiss National Bank 0.02% Reduce -2.7% 952,400 $27.5M
First Trust Advisors LP 0.03% Reduce -9.8% 949,765 $27.4M
Storebrand Asset Management As 0.08% Reduce -3.6% 843,369 $24.4M
Jane Street Group, LLC 0.03% Add +246.2% 841,990 $24.3M
KBC Group NV 0.07% Add +347.7% 834,213 $24.1M
Nuveen Asset Management, LLC 0.01% Add +18.4% 816,552 $23.6M
Federated Hermes, Inc. 0.06% Reduce -6.3% 810,786 $23.4M
Millennium Management 0.02% Reduce -61.3% 806,597 $23.3M
Edmond DE Rothschild Holding S.A. 0.39% Add +13.0% 780,000 $22.5M
Wellington Management Group LLP 0.00% Add +35.4% 744,227 $21.5M
GMO 0.07% Add +92.6% 742,355 $21.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -25.9% 721,313 $20.8M
Royal Bank of Canada 0.01% Reduce -9.8% 718,737 $20.8M
Bank of Montreal 0.01% Add +34.9% 701,536 $20.7M
HSBC Holdings PLC 0.01% Reduce -10.8% 701,683 $20.3M
Susquehanna International Group, LLP 0.03% Add +68.1% 642,294 $18.6M
Foundation Resource Management Inc. 2.93% Add +0.2% 635,343 $18.4M
Yaupon Capital Management LP 1.59% New 617,851 $17.9M
Rhumbline Advisers 0.02% Reduce -3.0% 605,494 $17.5M
Managed Asset Portfolios, LLC 2.53% Reduce -4.2% 590,646 $17.1M
UBS Group AG 0.01% Add +13.5% 585,572 $16.9M
California Public Employees Retirement System 0.01% Reduce -3.0% 542,607 $15.7M
Ameriprise Financial Inc. 0.00% Reduce -82.1% 533,434 $15.4M
HRT Financial LP 0.08% Add +492.4% 515,689 $14.9M
California State Teachers Retirement System 0.02% Reduce -11.7% 501,336 $14.5M
Citigroup Inc. 0.01% Add +28.8% 498,596 $14.4M
Alliancebernstein L.P. 0.00% Reduce -13.0% 459,148 $13.3M
American Century Companies Inc. 0.01% Add +13.2% 454,340 $13.1M
Goehring & Rozencwajg Associates, LLC 2.59% Add +10.0% 451,876 $13.1M
Worldquant Millennium Advisors LLC 0.12% Add +1230.8% 447,599 $12.9M
Cohen & Steers, Inc. 0.03% Add +3.6% 422,018 $12.2M
ING Groep NV 0.07% Reduce -21.6% 421,247 $12.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -16.4% 419,552 $12.1M
TD Asset Management Inc 0.01% Reduce -5.2% 418,029 $12.1M
Janus Henderson Group PLC 0.01% Add +111.2% 414,693 $12.0M
Principal Financial Group Inc. 0.01% Reduce -3.3% 414,125 $12.0M
Manufacturers Life Insurance Company, The 0.01% Add +4.1% 410,796 $11.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% No change 399,210 $11.5M
Korea Investment CORP 0.03% Reduce -48.3% 396,890 $11.5M
Cambria Investment Management, L.P. 0.64% Reduce -4.1% 362,538 $10.5M
State Board of Administration of Florida Retirement System 0.02% Reduce -14.6% 359,068 $10.4M
Appian Way Asset Management LP 2.63% New 354,371 $10.2M
Prudential Financial Inc. 0.02% Reduce -23.6% 349,183 $10.1M
Pekin Hardy Strauss, Inc. 1.37% Add +2.3% 344,377 $10.0M
Herr Investment Group LLC 2.84% Add +1318.7% 332,209 $9.6M
New York State Teachers Retirement System 0.02% Reduce -12.3% 324,783 $9.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -3.8% 308,320 $8.9M
Wells Fargo & Company 0.00% Add +9.0% 303,783 $8.8M
Point72 Asset Management 0.03% Reduce -73.2% 303,153 $8.8M
Stanley Capital Management, LLC 1.75% No change 296,700 $8.6M
Toronto Dominion Bank 0.01% Reduce -7.4% 289,942 $8.4M
Davidson Investment Advisors 0.43% Add +94.4% 289,700 $8.4M
ExodusPoint Capital Management, LP 0.09% New 269,489 $7.8M
LPL Financial LLC 0.00% Add +16.1% 266,114 $7.7M
Royal London Asset Management Ltd. 0.02% Reduce -2.0% 255,579 $7.4M
Schroder Investment Management Group 0.01% Add +10.1% 254,750 $7.4M
Engineers Gate Manager LP 0.16% Reduce -39.4% 248,433 $7.2M
State of Wisconsin Investment Board 0.02% Reduce -33.8% 242,509 $7.0M
FMR LLC 0.00% Reduce -84.1% 241,733 $7.0M
Man Group plc 0.02% Reduce -68.9% 237,221 $6.9M
Franklin Resources Inc. 0.00% Reduce -28.6% 230,575 $6.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +344.4% 228,901 $6.6M
New York State Common Retirement Fund 0.01% Add +0.1% 227,573 $6.6M
Bank of Nova Scotia 0.01% Reduce -30.9% 222,380 $6.4M
Raymond James & Associates 0.00% Add +69.7% 218,886 $6.3M
United Capital Management of KS, Inc. 1.36% Reduce -0.7% 212,930 $6.2M
Aberdeen Group plc 0.01% Reduce -27.0% 201,700 $5.8M
Hawk Ridge Capital Management LP 0.25% New 200,403 $5.8M
Gotham Asset Management 0.07% Add +10.5% 197,021 $5.7M
National Bank of Canada 0.01% Reduce -16.5% 192,027 $5.4M
MMCAP International Inc. SPC 0.73% New 180,595 $5.2M
Bleakley Financial Group, LLC 0.15% Reduce -3.3% 178,090 $5.1M
Simplicity Wealth,LLC 0.12% Reduce -3.3% 178,090 $5.1M
Sei Investments Co. 0.01% Add +0.5% 177,622 $5.1M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.0% 175,646 $5.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -61.2% 175,459 $5.1M
Thrivent Financial for Lutherans 0.01% Reduce -4.5% 175,228 $5.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -1.3% 170,480 $4.9M
Canada Pension Plan Investment Board 0.00% Add +24.5% 166,500 $4.8M
Treasurer of the State of North Carolina 0.02% Reduce -15.3% 163,676 $4.7M
Edgestream Partners, L.P. 0.23% New 161,962 $4.7M
Danske Bank A/S 0.02% Reduce -7.8% 158,959 $4.6M
National Pension Service 0.01% No change 158,801 $4.6M
Pictet Asset Management Holding SA 0.01% Reduce -7.2% 156,708 $4.5M
Jump Financial, LLC 0.09% Reduce -8.8% 155,854 $4.5M
Kamunting Street Capital Management, L.P. 4.09% Add +60.6% 152,610 $4.4M
Butensky & Cohen Financial Security, Inc. 1.36% New 147,805 $4.3M
Core Alternative Capital 0.85% Reduce -10.7% 146,724 $4.2M
Mudita Advisors LLP 2.11% Reduce -34.4% 142,812 $4.1M
Terril Brothers, Inc. 1.48% Add +1.8% 142,275 $4.1M
Willis Investment Counsel 0.28% Reduce -0.0% 142,091 $4.1M
Holocene Advisors, LP 0.02% Reduce -39.5% 140,290 $4.1M
Voya Investment Management LLC 0.00% Add +28.7% 136,614 $3.9M
Wealthfront Advisers LLC 0.01% Add +36.1% 135,874 $3.9M
Pearl River Capital, LLC 0.62% New 135,240 $3.9M
Ontario Teachers Pension Plan Board 0.04% Add +76.7% 135,203 $3.9M
Live Oak Private Wealth LLC 0.67% Add +0.6% 134,813 $3.9M
Ariel Investments 0.04% Reduce -2.9% 132,678 $3.8M
Ensign Peak Advisors, Inc 0.01% Reduce -32.1% 129,186 $3.7M
Gateway Investment Advisers LLC 0.04% No change 126,770 $3.7M
NorthCoast Asset Management LLC 0.03% Reduce -4.8% 126,175 $3.6M
Manning & Napier Advisors LLC 0.04% — 124,901 $3.6M
Assenagon Asset Management S.A. 0.01% Reduce -80.5% 124,716 $3.6M
Kerrisdale Advisers, LLC 1.13% No change 124,620 $3.6M
Oxbow Advisors, LLC 0.43% New 123,609 $3.6M
Lipe & Dalton 1.92% New 123,585 $3.6M
Sicart Associates LLC 1.36% Add +0.1% 122,357 $3.5M
Public Employees Retirement System of Ohio 0.01% Reduce -2.2% 121,980 $3.5M
Asset Management One Co., Ltd. 0.01% Reduce -0.6% 121,122 $3.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 120,959 $3.5M
Inspire Trust Co, N.A. 1.14% Add +99.4% 119,380 $3.5M
First Trust Investment Solutions L.P. 0.48% Add +1371.3% 117,702 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Add +724.4% 114,839 $3.3M
Envestnet Asset Management Inc. 0.00% Add +22.0% 112,664 $3.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -40.1% 111,277 $3.2M
Tower Research Capital LLC (TRC) 0.05% Add +349.8% 110,021 $3.2M
Sagefield Capital LP 0.33% Add +6.5% 108,430 $3.1M
Hussman Strategic Advisors, Inc. 0.84% No change 105,000 $3.0M
Amalgamated Bank 0.03% Reduce -7.1% 104,401 $3.0M
Quantbot Technologies LP 0.15% Add +107.2% 104,038 $3.0M
State of Michigan Retirement System 0.02% Add +1.5% 102,576 $3.0M
Baird Financial Group, Inc. 0.01% Add +10.5% 102,259 $3.0M
Resona Asset Management Co.,Ltd. 0.02% Reduce -10.6% 101,482 $2.9M
Nomura Asset Management Co. Ltd. 0.01% Add +10.2% 98,541 $2.8M
Intech Investment Management LLC 0.04% Reduce -65.8% 98,370 $2.8M
Illinois Municipal Retirement Fund 0.04% Reduce -49.2% 95,403 $2.8M
De Lisle Partners LLP 0.57% Add +5.8% 90,989 $2.6M
Alaska Permanent Fund Corp 0.04% Add +14.9% 86,985 $2.6M
Arizona State Retirement System 0.02% Reduce -1.7% 88,368 $2.6M
Barings LLC 0.06% Reduce -30.9% 88,300 $2.6M
MetLife Investment Management, LLC 0.01% Add +12.0% 85,694 $2.5M
SG Americas Securities, LLC 0.02% Reduce -65.9% 85,518 $2.5M
Twin Tree Management, LP 0.07% Reduce -63.2% 84,442 $2.4M
First American Trust, FSB 0.24% Add +3.8% 84,405 $2.4M
Contrarius Investment Management Ltd 0.15% Reduce -4.3% 84,285 $2.4M
New York Life Investment Management LLC 0.02% Add +69.0% 84,041 $2.4M
Corebridge Financial, Inc. 0.01% — 82,106 $2.4M
Humankind Investments LLC 0.62% Add +12.5% 81,411 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +17.1% 81,260 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -2.7% 81,223 $2.3M
Osaic Holdings, Inc. 0.01% Reduce -18.6% 80,840 $2.3M
Mediolanum International Funds Ltd 0.04% Add +0.6% 83,774 $2.3M
GTS Securities LLC 0.05% Add +18.5% 78,325 $2.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -27.7% 78,103 $2.3M
Johnson Financial Group, Inc. 0.11% Add +321.2% 76,957 $2.2M
Agf Management Ltd. 0.01% New 76,150 $2.2M
Achmea Investment Management B.V. 0.04% Reduce -21.7% 75,999 $2.2M
USS Investment Management Ltd 0.02% No change 75,238 $2.2M
OMERS ADMINISTRATION Corp 0.02% New 75,123 $2.2M
Handelsbanken Fonder AB 0.01% Reduce -55.1% 74,700 $2.2M
Empowered Funds, LLC 0.04% Add +18.3% 72,250 $2.1M
Stifel Financial Corp. 0.00% Add +3.3% 71,741 $2.1M
Rodgers Brothers Inc. 0.28% New 71,150 $2.1M
Retirement Systems of Alabama 0.01% Reduce -1.7% 70,895 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.6% 70,594 $2.0M
Leonteq Securities AG 0.28% Reduce -6.5% 69,114 $2.0M
Tudor Investment Corporation 0.02% Reduce -52.9% 66,037 $1.9M
DNB Asset Management AS 0.01% Add +21.4% 65,685 $1.9M
Acadian Asset Management LLC 0.01% Add +301.6% 65,675 $1.9M
Pathstone Holdings, LLC 0.01% Reduce -1.6% 65,510 $1.9M
IFM Investors Pty Ltd 0.02% No change 63,446 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -22.9% 61,883 $1.8M
Point72 (DIFC) Ltd 0.16% New 62,799 $1.8M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 62,677 $1.8M
Kingsview Wealth Management, LLC 0.04% Add +13.8% 62,275 $1.8M
Forsta Ap-Fonden 0.02% Reduce -11.9% 62,000 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +57.9% 61,617 $1.8M
Gabelli Funds LLC 0.01% No change 61,500 $1.8M
Czech National Bank 0.02% Add +6.5% 61,245 $1.8M
Auxier Asset Management LLC 0.28% No change 60,595 $1.8M
Glenorchy Capital Ltd 1.27% Add +20.8% 59,899 $1.7M
Virtus Family Office LLC 2.30% Add +29.3% 58,363 $1.7M
Comerica Bank 0.01% Reduce -2.3% 57,647 $1.7M
Allianz SE 0.05% No change 56,800 $1.6M
Macquarie Group Ltd. 0.00% Add +3.7% 56,304 $1.6M
Covalis Capital LLP 0.22% New 55,106 $1.6M
Capital International, Inc. 0.02% No change 55,102 $1.6M
Mn Services Vermogensbeheer B.V. 0.01% No change 55,000 $1.6M
Marco Investment Management LLC 0.15% Reduce -3.0% 54,750 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -70.3% 48,537 $1.6M
ProShare Advisors LLC 0.00% Reduce -10.4% 53,290 $1.5M
Utah Retirement Systems 0.02% Reduce -7.3% 52,922 $1.5M
Cetera Investment Advisers 0.00% Add +51.4% 52,893 $1.5M
Catalyst Capital Advisors LLC 0.03% Reduce -7.2% 51,496 $1.5M
Walleye Capital LLC 0.02% Reduce -54.5% 51,423 $1.5M
CIBC Asset Management Inc 0.01% Add +9.9% 51,420 $1.5M
UniSuper Management Pty Ltd 0.01% Add +57.5% 51,367 $1.5M
XTX Topco Ltd 0.13% Add +157.5% 51,097 $1.5M
Advisors Preferred, LLC 0.25% New 52,465 $1.5M
Northwest & Ethical Investments L.P. 0.04% No change 49,134 $1.4M
Sanctuary Advisors, LLC 0.01% — 46,909 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -0.1% 49,055 $1.4M
Simplex Trading, LLC 0.05% New 49,036 $1.4M
Cozad Asset Management Inc. 0.14% Reduce -2.6% 48,676 $1.4M
Credit Agricole S A 0.01% Add +90.6% 47,358 $1.4M
Banque Cantonale Vaudoise 0.05% Reduce -41.3% 47,248 $1.4M
Mariner, LLC 0.00% Reduce -3.7% 47,190 $1.4M
State of Tennessee, Department of Treasury 0.01% Reduce -6.2% 46,840 $1.4M
Pacer Advisors, Inc. 0.00% Reduce -99.0% 46,775 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.0% 46,752 $1.4M
Raymond James Financial Services Advisors, Inc. 0.00% Add +7.1% 46,117 $1.3M
Ancora Advisors LLC 0.03% Reduce -59.2% 44,290 $1.3M
Xponance LLC 0.01% Reduce -0.6% 44,223 $1.3M
Verition Fund Management LLC 0.01% Reduce -72.2% 42,927 $1.2M
MBB Public Markets I LLC 0.03% Add +120.2% 42,690 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -24.7% 42,629 $1.2M
Walnut Level Capital LLC 0.83% New 42,500 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +16.3% 42,141 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -6.4% 41,739 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -27.4% 41,370 $1.2M
J. Goldman & Co LP 0.04% New 41,505 $1.2M
Cibc World Markets Corp. 0.01% Add +26.5% 41,472 $1.2M
U.S. Capital Wealth Advisors, LLC 0.05% Add +12.7% 41,318 $1.2M
Capstone Investment Advisors, LLC 0.05% Add +11.4% 41,178 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -5.4% 40,532 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.1% 40,521 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.9% 40,385 $1.2M
SouthState Bank Corp 0.09% Reduce -15.8% 40,296 $1.2M
1832 Asset Management L.P. 0.00% Reduce -4.0% 39,982 $1.2M
Corient Private Wealth LP 0.00% Reduce -2.8% 39,705 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.2% 39,348 $1.1M
Mairs & Power Inc. 0.01% No change 39,000 $1.1M
Magnetar Financial LLC 0.03% Reduce -68.4% 38,963 $1.1M
Quarry LP 0.49% Add +131.4% 38,894 $1.1M
DekaBank Deutsche Girozentrale 0.00% Reduce -41.7% 37,569 $1.1M
Quadrature Capital Ltd 0.02% New 38,091 $1.1M
Tidal Investments LLC 0.02% Reduce -7.4% 38,083 $1.1M
Nissay Asset Management Corp. /Japan 0.01% Add +1.2% 38,038 $1.1M
Bradley Foster & Sargent Inc. 0.02% New 37,886 $1.1M
Vontobel Holding Ltd. 0.00% Add +43.3% 36,660 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -32.7% 36,595 $1.1M
Polianta Ltd 0.53% Add +6.1% 36,500 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -57.5% 35,464 $1.0M
Pinnacle Associates Ltd. 0.02% Reduce -1.0% 35,413 $1.0M
Daiwa Securities Group Inc. 0.01% Add +8.6% 34,964 $1.0M
Ellsworth Advisors, LLC 0.28% Add +22.1% 34,714 $1.0M
Bourgeon Capital Management LLC 0.20% Add +20.2% 34,617 $1.0M
Natixis 0.01% Add +54.5% 34,610 $1.0M
J.P. Marvel Investment Advisors, LLC 0.16% Reduce -2.0% 34,141 $987K
Guggenheim Capital LLC 0.01% Reduce -52.8% 33,488 $968K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.5% 32,648 $944K
Headlands Technologies LLC 0.10% Add +159.2% 32,573 $941K
Teza Capital Management LLC 0.11% Reduce -84.2% 32,403 $936K
Robeco Institutional Asset Management B.V. 0.00% Reduce -76.6% 32,089 $927K
Nordea Investment Management AB 0.00% Add +7.1% 31,310 $916K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +1.8% 31,194 $902K
Blair William & Co. 0.00% Add +1.8% 30,921 $894K
Garner Asset Management Corp 0.32% Add +0.0% 30,218 $873K
Janney Montgomery Scott LLC 0.00% Add +109.4% 29,396 $850K
Shufro Rose & Co. LLC 0.07% New 29,200 $844K
HighTower Advisors, LLC 0.00% Add +176.8% 29,150 $843K
Verity Asset Management, Inc. 0.33% Add +8.4% 28,729 $830K
Rockefeller Capital Management L.P. 0.00% Add +35.7% 28,647 $829K
CX Institutional 0.04% Add +1.5% 28,480 $823K
Elo Mutual Pension Insurance Co 0.02% Reduce -4.2% 28,438 $822K
CSS LLC 0.18% Add +11.6% 28,015 $810K
Ridgewood Investments LLC 0.40% Add +8.6% 27,922 $807K
Oregon Public Employees Retirement Fund 0.02% Reduce -1.4% 27,587 $797K
Teachers Retirement System of the State of Kentucky 0.01% No change 27,382 $791K
Gulf International Bank (UK) Ltd 0.02% Reduce -5.5% 27,156 $784K
Recurrent Investment Advisors LLC 0.08% Add +149.6% 27,041 $781K
Caprock Group, LLC 0.03% Add +63.0% 26,823 $775K
Groupama Asset Managment 0.01% Add +236.0% 26,808 $775K
Vident Advisory, LLC 0.02% Add +61.5% 26,692 $771K
Windmill Hill Asset Management Ltd 0.32% Reduce -10.9% 26,340 $761K
South Dakota Investment Council 0.02% Add +437.3% 25,925 $749K
Rafferty Asset Management, LLC 0.00% Add +3.9% 25,790 $745K
Meixler Investment Management, Ltd. 0.57% Reduce -8.5% 25,642 $741K
Keebeck Wealth Management 0.11% Add +68.4% 25,326 $732K
Maryland State Retirement & Pension System 0.01% No change 25,260 $730K
Evergreen Capital Management LLC 0.03% Add +13.3% 24,994 $722K
US Bancorp \de 0.00% Add +109.5% 24,828 $718K
Mizuho Securities USA LLC 0.02% New 24,784 $716K
Savant Capital, LLC 0.01% Reduce -57.0% 24,721 $714K
Praxis Investment Management Inc. 0.05% No change 22,700 $713K
Creative Planning 0.00% Add +46.5% 24,487 $708K
Metis Global Partners, LLC 0.02% Add +9.5% 24,263 $701K
QRG Capital Management, Inc. 0.01% Add +50.2% 24,243 $701K
Kentucky Retirement Systems 0.02% Reduce -2.4% 24,219 $700K
Quinn Opportunity Partners LLC 0.08% No change 24,040 $695K
Headinvest, LLC 0.14% Add +20.0% 24,000 $694K
Independent Advisor Alliance 0.02% Reduce -40.3% 23,766 $687K
Cerity Partners LLC 0.00% Reduce -5.7% 23,706 $685K
Steward Partners Investment Advisory, LLC 0.01% Reduce -8.0% 23,599 $682K
Mercer Global Advisors Inc. 0.00% Add +56.8% 23,595 $678K
Beacon Pointe Advisors, LLC 0.01% Reduce -20.4% 23,346 $675K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.3% 22,991 $664K
Tredje AP-fonden 0.01% Reduce -1.5% 22,845 $660K
Amova Asset Management Americas, Inc. 0.01% Reduce -18.2% 21,958 $635K
Allspring Global Investments Holdings, LLC 0.00% Reduce -34.7% 21,673 $626K
Adams Natural Resources Fund, Inc. 0.09% No change 21,201 $613K
Merit Financial Group, LLC 0.01% Add +6.2% 20,988 $607K
Massachusetts Financial Services Co. 0.00% No change 20,924 $605K
Delta Capital Management LLC 0.37% Add +12.6% 20,720 $599K
Fruth Investment Management 0.16% No change 20,650 $596K
Marex Group Ltd 0.02% Add +23.8% 20,614 $596K
M&T Bank Corp 0.00% Add +8.5% 20,551 $594K
Hartford Investment Management Co. 0.02% Reduce -3.1% 20,530 $593K
CoreCommodity Management, LLC 0.23% Add +0.8% 20,157 $583K
Qsemble Capital Management, LP 0.11% Add +96.4% 20,068 $580K
Ceeto Capital Group, LLC 0.22% Add +100.0% 20,000 $578K
Ethic Inc. 0.01% Add +7.5% 19,887 $575K
Candriam S.C.A. 0.00% Add +2.7% 19,712 $570K
Westpac Banking Corp. 0.04% Add +217.4% 19,446 $562K
Perpetual Ltd 0.01% New 19,446 $562K
Cibc World Market Inc. 0.00% Reduce -26.6% 19,216 $555K
Commerce Bank 0.00% Add +0.5% 18,888 $546K
Game Creek Capital, LP 0.30% Reduce -26.8% 18,750 $542K
Bayesian Capital Management, LP 0.06% Add +56.9% 18,682 $540K
Securian Asset Management, Inc. 0.02% Reduce -4.0% 18,479 $534K
Harbour Capital Advisors, LLC 0.13% Add +86.0% 18,940 $530K
Louisiana State Employees Retirement System 0.01% Reduce -4.2% 18,200 $526K
CI Investments Inc. 0.00% Reduce -51.2% 18,147 $524K
Atom Investors LP 0.05% New 17,325 $501K
Cresset Asset Management, LLC 0.00% Add +5.9% 16,585 $479K
Paradiem, LLC 0.12% Reduce -76.3% 16,508 $477K
New Mexico Educational Retirement Board 0.02% No change 16,450 $475K
Composition Wealth, LLC 0.01% Reduce -0.1% 15,950 $461K
Abundance Wealth Counselors 0.21% Add +15.8% 15,903 $460K
Cim Investment Management Inc. 0.14% Reduce -0.6% 15,420 $446K
E. Ohman J:or Asset Management AB 0.01% No change 15,300 $442K
Cadence Wealth Management LLC 0.31% New 15,128 $437K
Uncommon Cents Investing LLC 0.14% Add +10.8% 14,955 $432K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +28.5% 14,904 $431K
Bridgeway Capital Management, LLC 0.01% Reduce -83.2% 14,600 $422K
Axq Capital, LP 0.10% Reduce -70.9% 14,589 $422K
Truist Financial Corp. 0.00% Add +39.9% 14,553 $421K
Sit Investment Associates Inc. 0.01% No change 14,539 $420K
Seven Eight Capital, LP 0.04% Reduce -84.0% 14,377 $415K
Integrated Investment Consultants, LLC 0.11% No change 12,776 $415K
Ieq Capital, LLC 0.01% Add +0.0% 14,335 $414K
Credit Capital Investments LLC 0.51% New 14,000 $405K
PEAK6 Investments LLC 0.02% New 13,997 $405K
Rakuten Investment Management, Inc. 0.00% Add +55.8% 13,689 $404K
Ballentine Partners, LLC 0.01% Add +64.2% 13,790 $399K
Summit Trail Advisors, LLC 0.01% New 13,209 $382K
Sowell Financial Services LLC 0.02% Add +1.6% 13,183 $381K
Kingswood Wealth Advisors, LLC 0.03% Add +99.7% 12,975 $375K
Readystate Asset Management LP 0.03% New 12,923 $373K
Prudential PLC 0.00% No change 12,921 $373K
Aviva PLC 0.00% Reduce -92.7% 12,727 $368K
Mirabella Financial Services LLP 0.03% Add +48.2% 12,596 $364K
Poehling Capital Management, INC. 0.10% No change 12,594 $364K
Murphy Pohlad Asset Management LLC 0.16% Add +21.4% 12,475 $361K
Public Sector Pension Investment Board 0.00% Add +64.4% 12,463 $360K
Marble Harbor Investment Counsel, LLC 0.04% No change 12,395 $358K
Tritonpoint Wealth, LLC 0.03% New 12,378 $358K
Greenleaf Trust 0.00% Reduce -16.5% 12,377 $358K
Keene & Associates, Inc. 0.29% Add +25.8% 12,280 $355K
Mutual Advisors, LLC 0.01% New 12,034 $352K
Nomura Holdings Inc. 0.00% New 12,154 $351K
Confluence Investment Management LLC 0.01% Add +11.9% 12,141 $351K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +8.3% 11,987 $346K
PFG Investments, LLC 0.02% Reduce -17.1% 11,905 $344K
Cwm, LLC 0.00% Add +151.7% 11,850 $342K
Silvercrest Asset Management Group LLC 0.00% No change 11,647 $337K
Systematic Alpha Investments, LLC 0.01% No change 11,633 $336K
Seaview Investment Managers LLC 0.10% No change 11,600 $335K
Sherbrooke Park Advisers LLC 0.06% Reduce -72.0% 11,597 $335K
Norinchukin Bank, The 0.01% Reduce -0.6% 11,570 $334K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.17% No change 11,500 $332K
Empirical Finance, LLC 0.02% Reduce -49.0% 11,420 $330K
AlphaQuest LLC 0.04% Reduce -69.2% 11,399 $329K
Farther Finance Advisors, LLC 0.02% Add +596.4% 11,672 $326K
Guidance Capital, Inc. 0.11% Reduce -10.9% 10,901 $325K
Personal Cfo Solutions, LLC 0.05% Reduce -26.1% 11,199 $324K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.2% 11,046 $319K
PKO Investment Management Joint-Stock Co 0.04% No change 11,000 $318K
HM Payson & Co. 0.01% New 11,000 $318K
Asahi Life Asset Management Co., LTD. 0.22% New 10,920 $316K
Wilmington Savings Fund Society, FSB 0.01% Reduce -82.0% 10,911 $315K
Investors Research Corp 0.07% No change 10,900 $315K
Viawealth, LLC 0.19% Reduce -13.8% 10,832 $313K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +6.8% 10,613 $307K
Quantinno Capital Management LP 0.01% Reduce -58.4% 10,612 $307K
180 Wealth Advisors, LLC 0.05% Add +14.5% 10,794 $303K
Fiduciary Financial Group, LLC 0.07% — 10,125 $302K
NEOS Investment Management LLC 0.01% Add +40.5% 10,370 $300K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -3.9% 10,366 $300K
Mma Asset Management LLC 0.14% Reduce -3.1% 10,365 $300K
Clear Harbor Asset Management, LLC 0.03% Add +32.7% 10,327 $298K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.4% 10,228 $296K
Sage Capital Advisors,llc 0.08% No change 10,088 $292K
Johnson Investment Counsel Inc. 0.00% Add +0.0% 10,023 $290K
Ostrum Asset Management 0.03% Reduce -7.2% 9,995 $289K
Pinebridge Investments, L.P. 0.00% Reduce -98.1% 9,837 $284K
Fifth Third Bancorp 0.00% Reduce -5.0% 9,629 $278K
Aigen Investment Management, LP 0.05% Reduce -87.3% 9,617 $278K
Advisory Services Network, LLC 0.01% Reduce -0.3% 9,575 $277K
Private Advisor Group, LLC 0.00% Add +5.5% 9,544 $276K
EverSource Wealth Advisors, LLC 0.02% Reduce -7.2% 9,204 $274K
Paragon Capital Management Ltd 0.05% New 9,395 $272K
Legacy Capital Group California, Inc. 0.10% Add +1.1% 9,368 $271K
Forum Financial Management, LP 0.00% Add +0.1% 9,297 $269K
Prospera Financial Services Inc 0.01% Reduce -52.2% 9,107 $263K
Captrust Financial Advisors 0.00% Add +14.6% 9,093 $263K
GAMMA Investing LLC 0.04% Add +292.5% 8,981 $260K
Stephens Inc. 0.00% New 8,742 $253K
Lido Advisors, LLC 0.00% Reduce -11.6% 8,559 $247K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -88.3% 8,504 $246K
GYL Financial Synergies, LLC 0.02% New 8,424 $243K
Versor Investments LP 0.04% Reduce -39.0% 8,358 $242K
TRUE Private Wealth Advisors 0.03% Reduce -0.0% 8,344 $241K
Glenmede Trust Co. NA 0.00% Reduce -87.7% 8,342 $241K
V-Square Quantitative Management LLC 0.04% Add +39.5% 8,338 $241K
Envestnet Portfolio Solutions, Inc. 0.00% New 8,325 $241K
Probity Advisors, Inc. 0.05% Reduce -0.8% 8,308 $240K
Two Sigma Securities, LLC 0.01% New 8,266 $239K
Integrated Wealth Concepts LLC 0.00% Reduce -1.0% 8,175 $236K
Quintet Private Bank (Europe) S.A. 0.01% Add +4.2% 7,308 $235K
B. Metzler seel. Sohn & Co. AG 0.00% Add +2.3% 8,137 $235K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.7% 8,119 $235K
Atria Investments, Inc 0.00% Reduce -78.0% 8,116 $235K
Towne Trust Company, N.A 0.09% Add +912.5% 8,100 $234K
Focus Financial Network, Inc. 0.01% Add +4.6% 7,620 $233K
Moors & Cabot, Inc. 0.01% Add +5.0% 7,958 $230K
Profund Advisors LLC 0.01% Reduce -7.1% 7,885 $228K
Oppenheimer & Co. Inc. 0.00% Reduce -15.2% 7,826 $226K
Applied Finance Capital Management, LLC 0.01% New 7,724 $223K
Claret Asset Management Corp 0.04% New 7,687 $222K
Sapient Capital LLC 0.00% Add +0.6% 7,676 $222K
Tradition Wealth Management, LLC 0.02% Add +1.4% 7,616 $220K
Horizon Advisory Services, Inc. 0.10% Add +4.7% 7,550 $218K
EntryPoint Capital, LLC 0.10% New 7,372 $213K
ArchPoint Investors 0.08% No change 7,360 $213K
Vanguard Capital Wealth Advisors 0.14% New 7,300 $211K
Csenge Advisory Group 0.01% Add +0.7% 7,276 $210K
Advisors Asset Management, Inc. 0.00% Reduce -9.1% 7,218 $209K
CastleKnight Management LP 0.03% Reduce -59.1% 7,200 $208K
Investment Management Corp of Ontario 0.01% New 7,162 $207K
Wahed Invest LLC 0.04% Add +13.1% 7,128 $206K
Diversified Trust Co. 0.01% New 7,071 $204K
Avidian Wealth Enterprises, LLC 0.01% New 7,024 $203K
Penn Mutual Asset Management 0.67% No change 7,000 $202K
360 Financial, Inc. 0.08% No change 7,000 $202K
MAI Capital Management 0.00% Reduce -0.9% 6,989 $202K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% Reduce -16.8% 6,888 $201K
Vestcor Inc 0.01% No change 6,202 $179K
International Assets Investment Management, LLC 0.02% Reduce -2.5% 6,025 $174K
Centerpoint Advisors, LLC 0.06% Reduce -0.8% 5,925 $171K
Horizon Investments, LLC 0.00% Reduce -0.4% 5,284 $153K
Strengthening Families & Communities, LLC 0.04% Reduce -2.1% 5,057 $146K
Parallel Advisors, LLC 0.00% Add +11.6% 4,762 $138K
CENTRAL TRUST Co 0.00% Reduce -27.8% 3,942 $114K
NFSG Corp 0.04% No change 3,900 $113K
Ameritas Investment Partners, Inc. 0.00% Reduce -11.8% 3,382 $98K
Mather Group, Llc. 0.00% Add +149.2% 2,793 $91K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,000 $89K
CIBC Private Wealth Group LLC 0.00% Add +274.4% 3,033 $82K
TD Waterhouse Canada Inc. 0.00% Reduce -38.5% 2,805 $78K
Lindbrook Capital, LLC 0.01% Add +53.7% 2,537 $73K
Compass Wealth Management LLC 0.02% No change 2,500 $72K
Smartleaf Asset Management LLC 0.01% Add +1.4% 2,364 $70K
NewEdge Advisors, LLC 0.00% Reduce -86.5% 2,363 $68K
GFS Advisors, LLC 0.01% New 58,001 $62K
Lazard Asset Management LLC 0.00% Reduce -87.6% 2,088 $60K
Signaturefd, LLC 0.00% Reduce -5.1% 1,967 $57K
Quadrant Capital Group LLC 0.00% Reduce -13.9% 1,830 $53K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -87.5% 1,789 $52K
Kimelman & Baird, LLC 0.00% — 1,700 $49K
CVA Family Office, LLC 0.01% Add +3.3% 1,653 $48K
Gladius Capital Management LP 0.05% Reduce -35.3% 1,614 $47K
ANTIPODES PARTNERS Ltd 0.00% New 1,606 $46K
AdvisorNet Financial, Inc 0.00% Add +11.6% 1,584 $46K
Cullen/Frost Bankers, Inc. 0.00% No change 1,500 $43K
Sentry Investment Management LLC 0.02% Reduce -17.0% 1,445 $42K
Blue Trust, Inc. 0.00% Add +40.0% 1,229 $40K
UMB Bank, n.a. 0.00% Reduce -64.0% 1,360 $39K
Venturi Wealth Management, LLC 0.00% Reduce -6.6% 1,310 $38K
Allworth Financial LP 0.00% Add +127.8% 1,253 $37K
Union Investments & Development Ltd. 0.22% No change 1,200 $35K
Huntington National Bank 0.00% Reduce -15.2% 1,182 $34K
Deseret Mutual Benefit Administrators 0.02% Add +19.5% 1,160 $34K
Lanark Financial, Inc. 0.00% No change 1,080 $31K
Chelsea Counsel Co. 0.01% Reduce -52.3% 1,000 $29K
Gilliland Jeter Wealth Management LLC 0.01% No change 1,000 $29K
Parkside Financial Bank & Trust 0.00% Add +80.9% 968 $28K
Altshuler Shaham Ltd 0.00% Add +17.1% 937 $27K
Plato Investment Management Ltd 0.00% No change 917 $27K
TD Private Client Wealth LLC 0.00% Reduce -36.3% 911 $26K
CoreCap Advisors, LLC 0.00% No change 884 $26K
Armstrong Advisory Group, Inc. 0.00% New 878 $25K
FinTrust Capital Advisors, LLC 0.00% Reduce -29.3% 838 $24K
DT Investment Partners, LLC 0.00% No change 759 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 750 $22K
Quent Capital, LLC 0.00% Reduce -54.0% 748 $22K
Ossiam 0.00% Add +11.0% 705 $20K
McIlrath & Eck, LLC 0.00% New 693 $20K
IFP Advisors, Inc 0.00% Reduce -95.1% 683 $20K
Cromwell Holdings LLC 0.01% — 658 $19K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 620 $18K
Innealta Capital, LLC 0.01% New 592 $17K
Capital Advisors, Ltd. LLC 0.00% Reduce -10.7% 595 $17K
Global Retirement Partners, LLC 0.00% Add +184.5% 549 $16K
Janiczek Wealth Management, LLC 0.00% Reduce -26.3% 547 $16K
Private Trust Co. NA 0.00% Add +1.7% 535 $15K
First Horizon Advisors, Inc. 0.00% Add +27.3% 509 $15K
JNBA Financial Advisors 0.00% No change 500 $14K
Harbour Investments, Inc. 0.00% Reduce -23.2% 494 $14K
JFS Wealth Advisors, LLC 0.00% Add +15.8% 485 $14K
Elequin Capital, LP 0.01% New 481 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.5% 479 $14K
Spire Wealth Management 0.00% Reduce -81.7% 471 $14K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 470 $14K
Farmers & Merchants Investments Inc. 0.00% Add +81.0% 447 $13K
Caitlin John, LLC 0.01% Add +0.2% 428 $12K
Rise Advisors, LLC 0.01% New 419 $12K
Bessemer Group Inc. 0.00% Reduce -36.6% 458 $12K
Addison Advisors LLC 0.00% Add +58.8% 405 $12K
Principal Securities, Inc. 0.00% Reduce -3.5% 389 $11K
Covestor Ltd 0.01% Add +0.3% 366 $11K
Financial Management Professionals, Inc. 0.00% No change 376 $11K
Rakuten Securities, Inc. 0.00% Add +100.0% 356 $10K
First Command Advisory Services, Inc. 0.00% No change 325 $9K
Brown Brothers Harriman & Co. 0.00% Reduce -24.1% 321 $9K
Pin Oak Investment Advisors Inc. 0.01% No change 300 $9K
Millburn Ridgefield LLC 0.00% Reduce -0.3% 306 $9K
Jones Financial Companies LLLP 0.00% New 301 $9K
Hilltop National Bank 0.00% No change 300 $9K
REAP Financial Group, LLC 0.00% Reduce -40.9% 292 $8K
Family Firm, Inc. 0.00% New 270 $8K
Zions Bancorporation, N.A. 0.00% Reduce -11.5% 269 $8K
Hollencrest Capital Management 0.00% Add +0.8% 259 $7K
Private Wealth Management Group, LLC 0.00% Add +77.6% 238 $7K
Richard W. Paul & Associates, LLC 0.00% No change 230 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 225 $7K
Versant Capital Management, Inc 0.00% Add +3.8% 221 $6K
Laurel Wealth Advisors LLC 0.00% New 218 $6K
Manchester Capital Management LLC 0.00% Add +32.5% 216 $6K
ORG Partners LLC 0.00% Add +46.7% 220 $6K
Meeder Asset Management Inc. 0.00% New 209 $6K
Bear Mountain Capital, Inc. 0.00% No change 200 $6K
Ashton Thomas Private Wealth, LLC 0.00% New 186 $5K
Rothschild Investment LLC 0.00% Reduce -66.7% 182 $5K
Banque Pictet & Cie SA 0.00% Reduce -50.0% 181 $5K
WR Wealth Planners, LLC 0.00% Add +146.9% 158 $5K
ICA Group Wealth Management, LLC 0.00% Add +0.7% 156 $5K
Bell Investment Advisors, Inc 0.00% Reduce -22.0% 156 $5K
Fortitude Family Office, LLC 0.00% Reduce -36.4% 154 $4K
MV Capital Management, Inc. 0.00% Reduce -33.8% 151 $4K
Evermay Wealth Management LLC 0.00% No change 150 $4K
Gold Investment Management Ltd. 0.00% No change 146 $4K
Smithfield Trust Co 0.00% No change 130 $4K
SYSTM Wealth Solutions LLC 0.00% No change 133 $4K
Pinnacle Bancorp, Inc. 0.00% No change 118 $3K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 113 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 112 $3K
Avion Wealth 0.00% Add +16.0% 116 $3K
GW&K Investment Management, LLC 0.00% Add +118.8% 105 $3K
City State Bank 0.00% Reduce -78.3% 100 $3K
Creative Financial Designs Inc. 0.00% Reduce -24.4% 96 $3K
Asset Dedication, LLC 0.00% No change 84 $2K
HighMark Wealth Management LLC 0.00% No change 81 $2K
Coppell Advisory Solutions LLC 0.00% — 78 $2K
Creekmur Asset Management LLC 0.00% Reduce -92.3% 73 $2K
Whittier Trust Co. of Nevada Inc. 0.00% No change 72 $2K
Red Tortoise LLC 0.00% New 71 $2K
Valley National Advisers Inc. 0.00% Add +104.7% 88 $2K
SJS Investment Consulting Inc. 0.00% Add +22.0% 61 $2K
Avior Wealth Management, LLC 0.00% Reduce -86.7% 53 $2K
Raffa Wealth Management, LLC 0.00% No change 50 $1K
Flputnam Investment Management Co. 0.00% New 50 $1K
Key Financial Inc 0.00% No change 49 $1K
Arax Advisory Partners 0.00% Reduce -40.7% 48 $1K
Sandy Spring Bank 0.00% No change 45 $1K
Valued Wealth Advisors LLC 0.00% Reduce -8.2% 45 $1K
Abound Wealth Management 0.00% No change 43 $1K
MCF Advisors LLC 0.00% New 43 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +44.8% 42 $1K
Bruce G. Allen Investments, LLC 0.00% Add +14.3% 40 $1K
Continuum Advisory, LLC 0.00% No change 40 $1K
Bfsg, LLC 0.00% No change 39 $1K
Trust Co. of Vermont 0.00% No change 38 $1K
Harbor Investment Advisory, LLC 0.00% Reduce -61.5% 37 $1K
Sound Income Strategies, LLC 0.00% No change 35 $1K
Penserra Capital Management LLC 0.00% Add +16.7% 21 $1K
Cornerstone Planning Group LLC 0.00% Add +71.4% 36 $955
Wetzel Investment Advisors, Inc. 0.00% Reduce -86.3% 29 $941
North Star Investment Management Corp. 0.00% Reduce -43.6% 31 $908
Horizon Financial Services, LLC 0.00% No change 31 $896
Raleigh Capital Management Inc. 0.00% Reduce -57.1% 30 $867
Global Wealth Strategies & Associates 0.00% No change 29 $838
Colonial Trust Advisors 0.00% No change 25 $723
Unique Wealth Strategies, LLC 0.00% New 20 $649
Carolinas Wealth Consulting LLC 0.00% No change 22 $636
Sachetta, LLC 0.00% Reduce -46.1% 21 $621
Triad Wealth Partners, LLC 0.00% New 20 $578
Dunhill Financial, LLC 0.00% Reduce -41.2% 20 $572
True Wealth Design, LLC 0.00% Add +11.8% 19 $550
Prestige Wealth Management Group LLC 0.00% Reduce -66.7% 16 $463
Lynx Investment Advisory 0.00% — 15 $434
Ruedi Wealth Management, Inc. 0.00% New 12 $347
Opal Wealth Advisors, LLC 0.00% New 11 $318
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 11 $318
Breakwater Investment Management 0.00% No change 8 $232
Gradient Investments LLC 0.00% No change 5 $145
Nvwm, LLC 0.00% No change 5 $145
SOA Wealth Advisors, LLC. 0.00% Reduce -25.0% 3 $91
Larson Financial Group LLC 0.00% No change 1 $29

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