The MosaicMOS

13F holders, Q4 2024 (December 31)
624holders −11
63new positions
97sold out
9famous investors
$24.60avg. 13F price*

At the end of Q4 2024, 624 institutions reported holding The Mosaic Co. (MOS) in their 13F filings, down 11 from Q3 2024. 63 opened new positions and 97 sold out. The largest holders were Vanguard Group Inc. ($952.2M), BlackRock, Inc. ($705.8M) and T. Rowe Price Associates Inc. ($396.6M). 9 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions63$93.7M
Exits97$113.0M

All 13F filers, Q3 2024 → Q4 2024: 30,157,378 shares bought and 27,555,680 shares sold, net +2,601,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 624 holders

Vanguard Group Inc. 0.02% Reduce -1.6% 38,740,398 $952.2M
BlackRock, Inc. 0.01% Add +11.0% 28,713,847 $705.8M
T. Rowe Price Associates Inc. 0.05% Reduce -1.1% 16,133,355 $396.6M
State Street Corp. 0.01% Reduce -0.5% 13,967,576 $343.3M
Invesco Ltd. 0.06% Add +29.3% 13,507,131 $332.0M
Dimensional Fund Advisors LP 0.07% Add +24.2% 11,041,218 $271.4M
Geode Capital Management, LLC 0.02% Add +3.2% 8,621,001 $218.8M
Boston Partners 0.17% Reduce -19.9% 5,611,286 $138.0M
D. E. Shaw & Co. 0.16% Reduce -0.9% 5,394,799 $132.6M
Northern Trust Corp. 0.02% Add +5.9% 5,171,642 $127.1M
Morgan Stanley 0.01% Reduce -1.1% 4,618,289 $113.5M
Two Sigma Advisers, LP 0.23% Add +21.7% 3,990,500 $98.1M
Norges Bank 0.01% Add +8.8% 3,961,081 $97.4M
Deutsche Bank AG 0.04% Add +33.5% 3,672,283 $90.3M
Capital World Investors 0.01% Reduce -70.0% 3,456,196 $85.0M
Charles Schwab Investment Management Inc. 0.02% Add +4.7% 3,368,596 $82.8M
Millennium Management 0.07% Add +114.9% 3,249,953 $79.9M
Voloridge Investment Management, LLC 0.28% Add +21.6% 3,187,445 $78.3M
Donald Smith & Co., Inc. 1.84% Add +14.1% 3,138,125 $77.1M
UBS Group AG 0.02% Add +319.4% 2,956,709 $72.7M
Thompson Siegel & Walmsley LLC 1.11% Reduce -1.6% 2,893,554 $71.1M
Citadel Advisors 0.06% Add +13.8% 2,618,218 $64.4M
Two Sigma Investments, LP 0.15% Add +13.1% 2,579,846 $63.4M
Balyasny Asset Management L.P. 0.15% Add +109.4% 2,573,988 $63.3M
AustralianSuper Pty Ltd 0.28% Reduce -5.2% 2,432,854 $59.8M
Goldman Sachs Group Inc. 0.01% Reduce -15.1% 2,406,714 $59.2M
Amundi 0.02% Reduce -39.4% 2,283,617 $56.3M
Bank of New York Mellon Corp 0.01% Reduce -15.1% 2,148,025 $52.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +13.1% 2,036,532 $50.1M
LSV Asset Management 0.11% Reduce -15.5% 1,928,090 $47.4M
Ruffer LLP 1.49% Reduce -13.5% 1,683,588 $41.4M
Allianz Asset Management GmbH 0.06% Add +190.8% 1,593,914 $39.2M
Point72 Asset Management 0.11% Add +216.4% 1,561,059 $38.4M
Criteria Caixa, S.A.U. 5.18% No change 1,474,003 $36.2M
Bank of America Corp. 0.00% Reduce -15.1% 1,396,734 $34.3M
Swedbank AB 0.04% Add +9.3% 1,387,332 $34.1M
AQR Capital Management 0.04% Reduce -31.3% 1,276,791 $31.2M
Russell Investments Group, Ltd. 0.04% Add +23.6% 1,205,005 $29.6M
BNP Paribas Financial Markets 0.02% Add +58.4% 1,148,774 $28.2M
S&co Inc. 1.89% Reduce -3.9% 1,132,223 $27.8M
Barclays PLC 0.01% Reduce -6.4% 1,131,861 $27.8M
JPMorgan Chase & Co. 0.00% Reduce -40.6% 1,111,723 $27.3M
Covalis Capital LLP 3.95% New 1,099,707 $27.0M
Squarepoint Ops LLC 0.06% Reduce -46.1% 1,007,716 $24.8M
Storebrand Asset Management As 0.07% Add +19.3% 963,849 $23.7M
Schonfeld Strategic Advisors LLC 0.15% Add +985.1% 955,804 $23.5M
Mackenzie Financial Corp. 0.03% Reduce -23.7% 950,949 $23.4M
Legal & General Group Plc 0.01% Reduce -9.6% 925,931 $22.8M
Nuveen Asset Management, LLC 0.01% Reduce -3.2% 903,676 $22.2M
Royal Bank of Canada 0.00% Add +3.9% 903,184 $22.2M
Swiss National Bank 0.01% Reduce -5.5% 900,100 $22.1M
Edmond DE Rothschild Holding S.A. 0.37% Add +4.2% 875,000 $21.5M
Van Eck Associates Corp. 0.03% Reduce -3.0% 863,191 $21.2M
KBC Group NV 0.06% Add +3.4% 837,666 $20.6M
CANADA LIFE ASSURANCE Co 0.03% Add +319.2% 825,046 $20.3M
Worldquant Millennium Advisors LLC 0.12% Add +252.7% 745,154 $18.3M
Bank of Montreal 0.01% Add +11.8% 744,124 $18.3M
GMO 0.06% Reduce -8.3% 732,013 $18.0M
First Trust Advisors LP 0.02% Reduce -14.5% 728,285 $17.9M
Gate City Capital Management, LLC 10.26% Add +38.4% 692,141 $17.0M
HSBC Holdings PLC 0.01% Add +21.6% 691,126 $17.0M
Foundation Resource Management Inc. 2.60% Reduce -0.3% 632,263 $15.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -1.6% 627,800 $15.4M
Managed Asset Portfolios, LLC 2.17% Reduce -1.0% 595,442 $14.6M
Foundry Partners, LLC 0.71% New 575,876 $14.2M
Rhumbline Advisers 0.01% Reduce -1.1% 571,668 $14.1M
Susquehanna International Group, LLP 0.02% Reduce -22.3% 536,966 $13.2M
Gotham Asset Management 0.12% Reduce -32.7% 533,483 $13.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +16.4% 502,430 $12.6M
California Public Employees Retirement System 0.01% Reduce -7.7% 498,161 $12.2M
Adage Capital Partners Gp, L.L.C. 0.02% Add +65.4% 496,820 $12.2M
American Century Companies Inc. 0.01% Reduce -0.5% 485,678 $11.9M
Ameriprise Financial Inc. 0.00% Reduce -13.9% 468,445 $11.5M
Citigroup Inc. 0.01% Add +5.8% 466,043 $11.5M
Janus Henderson Group PLC 0.01% Add +64.0% 447,748 $11.0M
Goehring & Rozencwajg Associates, LLC 2.25% Reduce -4.3% 451,979 $11.0M
Caisse de depot et placement du Quebec 0.02% Add +27.4% 423,363 $10.4M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +0.4% 417,823 $10.3M
Man Group plc 0.03% Add +535.0% 407,380 $10.0M
Federated Hermes, Inc. 0.02% Reduce -46.5% 404,135 $9.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.9% 397,120 $9.8M
Principal Financial Group Inc. 0.01% Reduce -2.4% 396,120 $9.7M
California State Teachers Retirement System 0.01% Reduce -23.7% 377,953 $9.3M
ING Groep NV 0.06% Reduce -0.2% 373,670 $9.2M
Cambria Investment Management, L.P. 0.55% Add +4.1% 370,784 $9.1M
Alliancebernstein L.P. 0.00% Add +1.3% 367,115 $9.0M
State Board of Administration of Florida Retirement System 0.02% No change 359,068 $8.8M
Wellington Management Group LLP 0.00% Reduce -41.9% 332,232 $8.2M
Wells Fargo & Company 0.00% Reduce -48.3% 310,912 $7.6M
Pekin Hardy Strauss, Inc. 0.97% Reduce -1.8% 310,751 $7.6M
LPL Financial LLC 0.00% Add +8.7% 298,207 $7.3M
Old National Bancorp 0.17% Add +33.8% 291,605 $7.2M
New York State Teachers Retirement System 0.01% Reduce -2.7% 282,490 $6.9M
National Bank of Canada 0.01% Add +8.2% 265,262 $6.5M
Public Sector Pension Investment Board 0.03% Add +1865.8% 264,658 $6.5M
Verition Fund Management LLC 0.03% Reduce -18.0% 261,934 $6.4M
Ranmore Fund Management Ltd 5.92% — 260,000 $6.4M
Davidson Investment Advisors 0.30% Reduce -15.3% 253,048 $6.2M
Franklin Resources Inc. 0.00% Reduce -17.6% 247,453 $6.1M
Cohen & Steers, Inc. 0.01% Reduce -44.8% 242,432 $6.0M
State of Wisconsin Investment Board 0.02% Reduce -7.2% 240,348 $5.9M
APG Asset Management N.V. 0.02% Add +202.8% 236,951 $5.6M
TD Asset Management Inc 0.00% Reduce -34.2% 223,942 $5.5M
Bank of Nova Scotia 0.01% Reduce -4.5% 220,431 $5.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +25.4% 217,115 $5.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +361.8% 215,679 $5.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 212,118 $5.2M
Aware Super Pty Ltd as trustee of Aware Super 0.08% — 204,767 $5.0M
Oxbow Advisors, LLC 0.60% Add +0.6% 203,590 $5.0M
Jump Financial, LLC 0.11% Reduce -11.3% 198,137 $4.9M
Victory Capital Management Inc. 0.00% Reduce -80.0% 196,733 $4.8M
FMR LLC 0.00% Add +8.1% 191,063 $4.7M
Ilex Capital Partners (UK) LLP 0.30% New 188,007 $4.6M
New York State Common Retirement Fund 0.01% Reduce -4.3% 187,771 $4.6M
Danske Bank A/S 0.01% Add +8.0% 186,560 $4.6M
Toronto Dominion Bank 0.01% Reduce -48.2% 185,400 $4.6M
Prudential Financial Inc. 0.01% Reduce -45.5% 184,049 $4.5M
Korea Investment CORP 0.01% Reduce -52.9% 183,150 $4.5M
Aviva PLC 0.01% New 179,684 $4.4M
Jane Street Group, LLC 0.01% Reduce -71.2% 175,056 $4.3M
Schroder Investment Management Group 0.00% Reduce -8.1% 177,359 $4.3M
Cibc World Markets Corp. 0.02% Add +296.5% 172,178 $4.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.4% 166,685 $4.1M
Canada Pension Plan Investment Board 0.00% Reduce -56.5% 166,500 $4.1M
KLP Kapitalforvaltning As 0.02% — 165,239 $4.1M
Butensky & Cohen Financial Security, Inc. 1.27% Reduce -0.0% 164,728 $4.0M
Colrain Capital LLC 3.95% — 164,000 $4.0M
NorthCoast Asset Management LLC 0.02% Reduce -1.2% 156,209 $3.8M
Holocene Advisors, LP 0.01% Reduce -12.2% 154,858 $3.8M
IMC-Chicago, LLC 0.10% Add +575.9% 154,634 $3.8M
Edgestream Partners, L.P. 0.16% Add +55.1% 151,151 $3.7M
Inspire Trust Co, N.A. 0.94% Add +7.2% 149,380 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -22.3% 147,747 $3.6M
Raymond James Financial Inc. 0.00% — 146,436 $3.6M
Pictet Asset Management Holding SA 0.00% Reduce -2.2% 145,287 $3.6M
Summit Financial, LLC 0.13% New 145,053 $3.6M
Sei Investments Co. 0.00% Reduce -17.7% 143,849 $3.5M
Parallax Volatility Advisers, L.P. 0.09% Add +62.5% 143,158 $3.5M
Lighthouse Investment Partners, LLC 0.14% New 142,633 $3.5M
Ariel Investments 0.04% No change 141,040 $3.5M
Treasurer of the State of North Carolina 0.01% Add +0.6% 140,676 $3.5M
Sterling Investment Advisors, Ltd. 0.82% New 136,850 $3.4M
Twin Tree Management, LP 0.08% Reduce -9.6% 129,790 $3.2M
Terril Brothers, Inc. 0.96% Reduce -9.4% 128,920 $3.2M
Willis Investment Counsel 0.21% Reduce -11.6% 127,778 $3.1M
Lipe & Dalton 1.58% Reduce -1.4% 121,580 $3.0M
First Citizens Bank & Trust Co. 0.05% New 121,347 $3.0M
Barings LLC 0.07% Reduce -19.8% 121,074 $3.0M
Asset Management One Co., Ltd. 0.01% Add +1.2% 122,893 $2.9M
Public Employees Retirement System of Ohio 0.01% Add +0.9% 117,252 $2.9M
Police & Firemen's Retirement System of New Jersey 0.03% — 115,577 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% New 115,233 $2.8M
Ensign Peak Advisors, Inc 0.01% No change 113,451 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 111,277 $2.7M
Sicart Associates LLC 0.97% Reduce -7.5% 110,137 $2.7M
Point72 Hong Kong Ltd 0.17% Add +1043.4% 109,699 $2.7M
Simplex Trading, LLC 0.07% Add +51.2% 107,052 $2.6M
State of Michigan Retirement System 0.01% Add +2.5% 103,876 $2.6M
Humankind Investments LLC 0.64% Add +9.4% 103,532 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +52.9% 103,495 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +18.3% 100,205 $2.5M
Nomura Asset Management Co. Ltd. 0.01% Add +0.7% 100,156 $2.5M
Envestnet Asset Management Inc. 0.00% Reduce -24.7% 97,213 $2.4M
Howard Capital Management, LLC 0.04% Add +3.0% 96,560 $2.4M
Resona Asset Management Co.,Ltd. 0.01% Reduce -0.9% 95,843 $2.3M
Arizona State Retirement System 0.01% Add +0.5% 92,550 $2.3M
Voya Investment Management LLC 0.00% Reduce -31.5% 91,465 $2.2M
De Lisle Partners LLP 0.33% No change 90,989 $2.2M
Walleye Trading LLC 0.04% Add +403.6% 89,631 $2.2M
Credit Agricole S A 0.01% Add +80.0% 89,530 $2.2M
CoreCommodity Management, LLC 0.43% Reduce -39.6% 88,814 $2.2M
Alaska Permanent Fund Corp 0.03% No change 86,985 $2.1M
Bleakley Financial Group, LLC 0.06% Reduce -3.5% 86,741 $2.1M
Group One Trading LLC 0.07% New 84,827 $2.1M
Robeco Institutional Asset Management B.V. 0.00% Add +22.4% 84,684 $2.1M
MetLife Investment Management, LLC 0.01% Add +1.5% 84,110 $2.1M
Assenagon Asset Management S.A. 0.00% Reduce -3.4% 82,759 $2.0M
Virtus Family Office LLC 2.53% Add +40.2% 81,977 $2.0M
Mediolanum International Funds Ltd 0.03% Add +9.0% 83,834 $2.0M
Quantbot Technologies LP 0.07% Reduce -71.8% 79,624 $2.0M
Illinois Municipal Retirement Fund 0.03% Reduce -16.7% 79,446 $2.0M
Handelsbanken Fonder AB 0.01% Reduce -4.3% 79,400 $2.0M
Live Oak Private Wealth LLC 0.33% Reduce -42.5% 79,026 $1.9M
Tudor Investment Corporation 0.02% Add +11.3% 78,756 $1.9M
Contrarius Group Holdings Ltd 0.12% — 78,448 $1.9M
New York Life Investment Management LLC 0.02% Reduce -6.0% 75,335 $1.9M
Corebridge Financial, Inc. 0.01% Reduce -4.9% 75,229 $1.8M
Walleye Capital LLC 0.02% Reduce -18.3% 74,577 $1.8M
Pacer Advisors, Inc. 0.00% Add +49.0% 73,807 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -4.3% 73,836 $1.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +13.2% 73,409 $1.8M
Nisa Investment Advisors, LLC 0.01% Reduce -8.3% 72,124 $1.8M
Stifel Financial Corp. 0.00% Reduce -2.1% 71,449 $1.8M
Kerrisdale Advisers, LLC 0.59% No change 70,580 $1.7M
Baird Financial Group, Inc. 0.00% Reduce -28.4% 69,652 $1.7M
Kamunting Street Capital Management, L.P. 1.47% New 69,136 $1.7M
Generali Asset Management SPA SGR 0.04% — 68,982 $1.7M
Czech National Bank 0.02% Add +6.1% 68,872 $1.7M
Retirement Systems of Alabama 0.01% Reduce -0.7% 68,777 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.6% 67,541 $1.7M
Natixis 0.01% Reduce -45.1% 67,354 $1.7M
DekaBank Deutsche Girozentrale 0.00% No change 70,314 $1.7M
UniSuper Management Pty Ltd 0.01% Add +13.1% 67,195 $1.7M
Monaco Asset Management SAM 0.71% Reduce -65.8% 65,000 $1.6M
Quantinno Capital Management LP 0.02% Add +386.8% 64,733 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -1.2% 64,519 $1.6M
Concentric Capital Strategies, LP 0.10% New 63,981 $1.6M
Wealthfront Advisers LLC 0.00% Add +0.8% 63,516 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.7% 64,689 $1.5M
Core Alternative Capital 0.32% Reduce -52.3% 62,799 $1.5M
Amalgamated Bank 0.01% Reduce -1.7% 61,643 $1.5M
Gabelli Funds LLC 0.01% No change 61,200 $1.5M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 62,677 $1.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +13.8% 61,019 $1.5M
DNB Asset Management AS 0.01% Add +0.3% 60,932 $1.5M
Auxier Asset Management LLC 0.23% Reduce -1.9% 60,777 $1.5M
Macquarie Group Ltd. 0.00% Add +24.3% 69,961 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 56,923 $1.4M
Fox Run Management, L.L.C. 0.25% Add +234.9% 56,781 $1.4M
Leonteq Securities AG 0.14% Add +6.4% 56,296 $1.4M
Focus Partners Wealth 0.00% New 56,111 $1.4M
Allianz SE 0.04% No change 56,800 $1.4M
Mn Services Vermogensbeheer B.V. 0.01% No change 55,000 $1.4M
Brevan Howard Capital Management LP 0.03% New 54,809 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -29.4% 54,678 $1.3M
Catalyst Capital Advisors LLC 0.03% Reduce -1.9% 54,456 $1.3M
ProShare Advisors LLC 0.00% Add +8.7% 54,150 $1.3M
Manning & Napier Advisors LLC 0.02% Reduce -35.2% 53,927 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.3% 53,926 $1.3M
Utah Retirement Systems 0.01% No change 52,922 $1.3M
Mariner, LLC 0.00% Add +12.9% 52,757 $1.3M
CIBC Asset Management Inc 0.00% Reduce -3.9% 52,612 $1.3M
Yousif Capital Management, LLC 0.01% Add +6.1% 52,487 $1.3M
OMERS ADMINISTRATION Corp 0.01% Reduce -30.1% 52,478 $1.3M
Xponance LLC 0.01% Add +9.8% 51,463 $1.3M
Weiss Asset Management LP 0.04% New 49,968 $1.2M
Capstone Investment Advisors, LLC 0.02% Add +6.2% 49,740 $1.2M
Aberdeen Group plc 0.00% Reduce -54.0% 49,576 $1.2M
Comerica Bank 0.00% Reduce -15.1% 48,901 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +4.4% 48,700 $1.2M
Groupama Asset Managment 0.02% Add +7.2% 49,283 $1.2M
Marathon Trading Investment Management LLC 0.20% New 47,692 $1.2M
Polianta Ltd 0.56% No change 47,600 $1.2M
Candriam S.C.A. 0.01% Add +102.3% 46,812 $1.2M
Range Financial Group LLC 0.53% New 46,713 $1.1M
Cibc World Market Inc. 0.00% Add +88.8% 46,553 $1.1M
Glenorchy Capital Ltd 0.82% Reduce -44.5% 46,315 $1.1M
IFM Investors Pty Ltd 0.01% Add +4.0% 46,019 $1.1M
Marco Investment Management LLC 0.09% Reduce -7.6% 44,050 $1.1M
Guggenheim Capital LLC 0.01% Add +29.4% 44,019 $1.1M
Metis Global Partners, LLC 0.03% Add +49.1% 43,259 $1.1M
Alberta Investment Management Corp 0.01% New 42,960 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -5.3% 42,762 $1.1M
Ontario Teachers Pension Plan Board 0.01% Reduce -34.1% 42,420 $1.0M
Hourglass Capital, LLC 0.29% New 42,100 $1.0M
Tidal Investments LLC 0.01% Add +5.9% 41,962 $1.0M
Daiwa Securities Group Inc. 0.00% Add +7.9% 41,699 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.3% 41,341 $1.0M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -17.0% 36,998 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% No change 40,521 $996K
Ancora Advisors LLC 0.02% Reduce -5.9% 39,906 $981K
Cerity Partners LLC 0.00% Reduce -37.8% 38,179 $981K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.1% 39,358 $967K
Creative Planning 0.00% Add +27.5% 39,229 $964K
South Dakota Investment Council 0.02% No change 38,725 $952K
WINTON GROUP Ltd 0.06% New 38,606 $949K
Nissay Asset Management Corp. /Japan 0.01% Add +0.6% 39,329 $939K
Mutual of America Capital Management LLC 0.01% Reduce -3.0% 38,048 $935K
Wolverine Trading, LLC 0.02% New 38,045 $913K
DoubleLine ETF Adviser LP 0.24% New 36,648 $901K
Raiffeisen Bank International AG 0.01% — 37,173 $891K
State of Alaska, Department of Revenue 0.01% Reduce -2.2% 36,214 $890K
Rodgers Brothers Inc. 0.11% No change 35,850 $881K
Pinnacle Associates Ltd. 0.01% Add +31.3% 35,650 $876K
Tower Research Capital LLC (TRC) 0.02% Add +157.3% 35,549 $874K
Engineers Gate Manager LP 0.01% Reduce -89.8% 35,005 $860K
PKO BP BANKOWY Universal Pension Society JSC 0.72% — 35,000 $860K
Blair William & Co. 0.00% Add +15.1% 34,962 $859K
Nordea Investment Management AB 0.00% Add +1.1% 34,900 $859K
Teza Capital Management LLC 0.13% Reduce -54.2% 33,626 $827K
Marex Group Ltd 0.01% Add +40.3% 32,988 $811K
Public Employees Retirement Association of Colorado 0.00% No change 32,648 $802K
Murphy Pohlad Asset Management LLC 0.34% Add +83.3% 32,575 $801K
Oxford Asset Management LLP 0.37% Add +48.6% 32,527 $800K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +1.8% 32,516 $799K
Aigen Investment Management, LP 0.14% Reduce -15.3% 31,334 $770K
CWA Asset Management Group, LLC 0.04% New 31,143 $765K
Mangrove Partners Im, LLC 0.09% New 30,954 $761K
Mairs & Power Inc. 0.01% Reduce -22.4% 30,280 $744K
Mizuho Securities USA LLC 0.01% Add +45.7% 30,106 $740K
111 Capital 0.16% — 30,102 $740K
Vident Advisory, LLC 0.01% Add +16.0% 28,642 $704K
Credit Industriel Et Commercial 0.25% — 28,311 $696K
Verity Asset Management, Inc. 0.39% Reduce -1.0% 27,882 $685K
Rafferty Asset Management, LLC 0.00% Add +12.1% 27,572 $678K
Unison Advisors LLC 0.08% No change 27,400 $673K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.3% 27,226 $669K
Garner Asset Management Corp 0.30% Reduce -2.5% 26,756 $658K
Ridgewood Investments LLC 0.32% Add +5.9% 26,744 $657K
SouthState Bank Corp 0.04% Reduce -15.0% 26,603 $654K
Ostrum Asset Management 0.06% Reduce -4.0% 26,360 $648K
Oak Thistle LLC 0.19% New 26,046 $640K
Moore Capital Management, LP 0.01% New 25,933 $637K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.8% 25,860 $635K
Accredited Investors Inc. 0.04% Reduce -18.6% 25,474 $626K
Rockefeller Capital Management L.P. 0.00% Reduce -0.3% 24,464 $603K
Quadrature Capital Ltd 0.01% Add +62.6% 24,277 $596K
Intech Investment Management LLC 0.01% New 24,134 $593K
Quinn Opportunity Partners LLC 0.04% No change 24,040 $591K
Windmill Hill Asset Management Ltd 0.19% Reduce -3.5% 24,013 $590K
Headinvest, LLC 0.11% No change 24,000 $590K
EntryPoint Capital, LLC 0.24% New 23,704 $583K
Recurrent Investment Advisors LLC 0.05% Reduce -6.4% 23,658 $582K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -4.3% 23,607 $580K
Inlight Wealth Management, LLC 0.33% — 23,562 $579K
Neuberger Berman Group LLC 0.00% Reduce -5.8% 23,550 $579K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 23,310 $573K
Kentucky Retirement Systems Insurance Trust Fund 0.10% Add +27.9% 12,068 $570K
Meixler Investment Management, Ltd. 0.41% Reduce -6.6% 22,699 $558K
Corient Private Wealth LP 0.00% Reduce -9.6% 22,690 $557K
Sciencast Management LP 0.15% New 22,663 $557K
M&T Bank Corp 0.00% Reduce -4.2% 22,294 $548K
Elo Mutual Pension Insurance Co 0.01% Reduce -23.0% 21,974 $540K
Kentucky Retirement Systems 0.02% Reduce -1.4% 21,896 $538K
Cadence Wealth Management LLC 0.36% Add +43.5% 21,889 $538K
HighTower Advisors, LLC 0.00% Reduce -1.4% 21,872 $538K
Shufro Rose & Co. LLC 0.04% Reduce -25.7% 21,700 $533K
Ieq Capital, LLC 0.01% Reduce -3.6% 21,584 $531K
Fifth Third Bancorp 0.00% Add +84.2% 21,444 $527K
Adams Natural Resources Fund, Inc. 0.08% No change 21,201 $521K
Merit Financial Group, LLC 0.01% Add +10.6% 21,038 $517K
Vontobel Holding Ltd. 0.00% Reduce -51.1% 20,880 $513K
Swiss Life Asset Management Ltd 0.00% New 20,541 $504K
Assetmark, Inc. 0.00% New 20,452 $503K
Empowered Funds, LLC 0.01% Reduce -57.6% 20,025 $492K
Ceeto Capital Group, LLC 0.18% No change 20,000 $492K
Hartford Investment Management Co. 0.02% Reduce -1.9% 19,907 $489K
Cetera Investment Advisers 0.00% Reduce -59.0% 19,864 $488K
O'shaughnessy Asset Management, LLC 0.00% Reduce -47.7% 19,832 $487K
Sterling Capital Management LLC 0.01% Add +56.7% 19,115 $470K
Woodline Partners LP 0.00% New 19,076 $469K
Abundance Wealth Counselors 0.10% Add +1.5% 18,854 $463K
Fruth Investment Management 0.13% Reduce -9.7% 18,650 $458K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.5% 18,716 $456K
Natixis Advisors, LLC 0.00% Add +65.9% 18,506 $455K
Moors & Cabot, Inc. 0.02% Add +136.2% 18,495 $455K
Maryland State Retirement & Pension System 0.01% No change 18,299 $450K
Delta Capital Management LLC 0.26% Reduce -7.5% 18,060 $444K
Amova Asset Management Americas, Inc. 0.00% Reduce -9.9% 18,034 $443K
Steward Partners Investment Advisory, LLC 0.00% Reduce -12.9% 17,857 $439K
West Tower Group, LLC 0.95% Add +66.7% 17,500 $430K
180 Wealth Advisors, LLC 0.07% Add +35.6% 17,127 $421K
Louisiana State Employees Retirement System 0.01% Reduce -4.5% 17,100 $420K
Securian Asset Management, Inc. 0.01% Reduce -3.1% 17,071 $420K
1834 Investment Advisors Co. 0.05% Add +56.6% 16,749 $412K
NEOS Investment Management LLC 0.01% Add +29.1% 16,532 $406K
Mercer Global Advisors Inc. 0.00% Add +17.3% 16,205 $398K
Blue Capital, Inc. 0.28% — 16,000 $393K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +9.4% 15,944 $392K
CSS LLC 0.07% Reduce -30.7% 15,768 $388K
Sowell Financial Services LLC 0.02% Add +2.0% 15,328 $377K
E. Ohman J:or Asset Management AB 0.01% No change 15,300 $376K
Norinchukin Bank, The 0.01% Add +12.1% 15,267 $375K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -64.9% 15,257 $375K
Caxton Associates LP 0.01% New 15,249 $375K
Cim Investment Management Inc. 0.11% Add +0.5% 15,217 $374K
New Mexico Educational Retirement Board 0.01% Reduce -3.8% 15,150 $372K
Blueshift Asset Management, LLC 0.14% Add +81.6% 15,049 $370K
US Bancorp \de 0.00% Reduce -44.1% 14,821 $364K
Johnson Financial Group, Inc. 0.02% Reduce -84.7% 12,856 $359K
Blackhawk Capital Partners, LLC 0.19% Add +43.2% 14,537 $357K
Confluence Investment Management LLC 0.01% Add +6.3% 14,527 $357K
IHT Wealth Management, LLC 0.01% New 14,308 $352K
StoneX Group Inc. 0.02% New 14,267 $351K
Twin Capital Management Inc. 0.04% Reduce -3.6% 14,206 $349K
Greenleaf Trust 0.00% Reduce -7.6% 13,915 $342K
Uncommon Cents Investing LLC 0.10% Add +2.2% 13,740 $338K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -10.5% 13,589 $334K
Impact Partnership Wealth, LLC 0.07% New 13,274 $326K
Truist Financial Corp. 0.00% Reduce -12.2% 13,219 $325K
Prudential PLC 0.00% No change 12,921 $318K
West Michigan Advisors, LLC 0.10% No change 12,876 $316K
Ethic Inc. 0.01% Reduce -30.9% 12,781 $314K
Poehling Capital Management, INC. 0.08% Reduce -3.0% 12,604 $310K
Intellectus Partners, LLC 0.07% Add +3.4% 12,350 $304K
Tritonpoint Wealth, LLC 0.03% No change 12,350 $304K
Sit Investment Associates Inc. 0.01% No change 12,275 $302K
Beacon Pointe Advisors, LLC 0.00% Reduce -39.9% 12,218 $300K
MAI Capital Management 0.00% New 12,206 $300K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -1.6% 12,195 $300K
Savant Capital, LLC 0.00% Reduce -10.9% 12,121 $298K
Bayesian Capital Management, LP 0.04% Reduce -81.0% 11,800 $290K
Cwm, LLC 0.00% Reduce -29.8% 11,755 $289K
Systematic Alpha Investments, LLC 0.01% No change 11,633 $286K
Seaview Investment Managers LLC 0.08% No change 11,600 $285K
Empirical Finance, LLC 0.02% Reduce -1.2% 11,469 $282K
GAMMA Investing LLC 0.02% Add +20.5% 11,444 $281K
Tredje AP-fonden 0.00% Reduce -50.0% 11,423 $281K
HM Payson & Co. 0.00% Add +1.8% 11,400 $280K
Boothbay Fund Management, LLC 0.01% New 11,038 $271K
PKO Investment Management Joint-Stock Co 0.03% No change 11,000 $270K
Investors Research Corp 0.06% No change 10,900 $268K
Scotia Capital Inc. 0.00% Reduce -51.1% 10,684 $263K
Federation des caisses Desjardins du Quebec 0.00% Reduce -27.1% 10,513 $258K
Praxis Investment Management Inc. 0.02% Reduce -53.8% 10,480 $258K
Nomura Holdings Inc. 0.00% New 10,464 $257K
Kingswood Wealth Advisors, LLC 0.02% Add +31.0% 10,287 $253K
Integrated Investment Consultants, LLC 0.05% Reduce -46.5% 10,262 $252K
EverSource Wealth Advisors, LLC 0.01% Add +13.3% 10,251 $252K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 10,086 $248K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 9,935 $244K
Claret Asset Management Corp 0.04% Add +0.5% 9,774 $240K
SBI Securities Co., Ltd. 0.01% — 9,672 $238K
Captrust Financial Advisors 0.00% Add +27.5% 9,668 $238K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% Add +7.0% 9,524 $237K
Scientech Research LLC 0.07% Reduce -85.5% 9,570 $235K
Mirador Capital Partners LP 0.04% Reduce -4.2% 9,548 $235K
Allstate Corp. 0.01% New 9,546 $235K
Farther Finance Advisors, LLC 0.01% Reduce -11.0% 9,310 $229K
Forum Financial Management, LP 0.00% Reduce -0.0% 9,289 $228K
Integrated Wealth Concepts LLC 0.00% Add +21.0% 9,208 $226K
Johnson Investment Counsel Inc. 0.00% Reduce -7.2% 9,181 $226K
V-Square Quantitative Management LLC 0.03% Add +3.7% 9,086 $223K
Caprock Group, LLC 0.01% Reduce -64.3% 9,053 $223K
Legacy Capital Group California, Inc. 0.07% Reduce -0.1% 9,011 $221K
Lake Hills Wealth Management, LLC 0.15% New 8,972 $221K
United Capital Financial Advisors, LLC 0.00% Add +7.1% 8,947 $220K
Investment Management Corp of Ontario 0.01% Reduce -16.9% 8,862 $218K
Advisory Services Network, LLC 0.00% Reduce -9.0% 8,714 $214K
Probity Advisors, Inc. 0.04% Add +6.2% 8,701 $214K
Sanctuary Advisors, LLC 0.00% Reduce -35.5% 7,464 $213K
Ballentine Partners, LLC 0.00% Reduce -43.1% 8,658 $213K
PharVision Advisers, LLC 0.18% — 8,521 $209K
Lido Advisors, LLC 0.00% Add +0.1% 8,463 $208K
Marshall Wace, LLP 0.00% Reduce -95.0% 8,425 $207K
CreativeOne Wealth, LLC 0.01% New 8,401 $206K
International Assets Investment Management, LLC 0.02% Add +43.7% 8,413 $205K
TRUE Private Wealth Advisors 0.02% Reduce -0.1% 8,320 $205K
B. Metzler seel. Sohn & Co. AG 0.00% No change 8,137 $200K
Wilmington Savings Fund Society, FSB 0.00% Reduce -37.3% 7,707 $189K
Jones Financial Companies LLLP 0.00% Add +59.5% 7,682 $189K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.2% 7,398 $182K
Towne Trust Company, N.A 0.06% No change 7,200 $177K
Acadian Asset Management LLC 0.00% New 6,937 $170K
Shell Asset Management Co. 0.01% Reduce -68.5% 6,289 $155K
Vestcor Inc 0.01% No change 6,202 $152K
Bayforest Capital Ltd 0.19% — 6,172 $152K
SG Americas Securities, LLC 0.00% Reduce -95.6% 5,367 $132K
Quarry LP 0.03% Reduce -91.1% 5,136 $126K
Parallel Advisors, LLC 0.00% Add +22.9% 5,000 $123K
Spartan Fund Management Inc. 0.41% New 5,000 $123K
Mufg Securities Americas Inc. 0.02% — 4,690 $115K
Horizon Investments, LLC 0.00% Add +1.1% 4,376 $108K
Canada Post Corp Registered Pension Plan 0.01% — 4,229 $104K
Signaturefd, LLC 0.00% Reduce -15.6% 3,927 $97K
Exchange Traded Concepts, LLC 0.00% Reduce -0.4% 3,812 $94K
Strengthening Families & Communities, LLC 0.05% Reduce -27.1% 3,760 $92K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,000 $84K
Ameritas Investment Partners, Inc. 0.00% No change 3,382 $83K
Huntington National Bank 0.00% Add +54.1% 3,374 $83K
ANTIPODES PARTNERS Ltd 0.00% Add +115.1% 3,166 $78K
Caitlin John, LLC 0.05% Add +0.0% 3,108 $76K
NFSG Corp 0.02% Reduce -29.3% 2,900 $71K
Compass Wealth Management LLC 0.01% No change 2,500 $61K
Ethos Financial Group, LLC 0.01% New 2,254 $55K
CIBC Private Wealth Group LLC 0.00% Reduce -31.4% 2,234 $55K
Transamerica Financial Advisors, LLC 0.01% Reduce -7.5% 2,108 $52K
Lindbrook Capital, LLC 0.00% Reduce -8.8% 2,011 $49K
CI Investments Inc. 0.00% Reduce -77.8% 1,753 $43K
CVA Family Office, LLC 0.01% Reduce -16.3% 1,706 $42K
Kimelman & Baird, LLC 0.00% No change 1,700 $42K
Deseret Mutual Benefit Administrators 0.02% Add +16.5% 1,699 $42K
GeoWealth Management, LLC 0.00% Reduce -8.7% 1,594 $39K
AdvisorNet Financial, Inc 0.00% Reduce -3.4% 1,570 $39K
Tobam 0.01% New 1,528 $38K
Pflug Koory, LLC 0.00% No change 1,535 $38K
NewEdge Advisors, LLC 0.00% Add +0.2% 1,369 $34K
R Squared Ltd 0.03% — 1,340 $33K
UMB Bank, n.a. 0.00% Add +14.4% 1,302 $32K
Sentry Investment Management LLC 0.01% Reduce -14.0% 1,243 $31K
Bollard Group LLC 0.00% New 1,210 $30K
TD Private Client Wealth LLC 0.00% Add +7.4% 1,162 $29K
Headlands Technologies LLC 0.00% Reduce -93.0% 1,132 $28K
Brooklyn Investment Group 0.01% Add +110.8% 1,117 $27K
Smartleaf Asset Management LLC 0.00% Reduce -29.1% 1,093 $26K
Ossiam 0.00% Reduce -39.0% 1,057 $26K
Parkside Financial Bank & Trust 0.00% Add +42.9% 1,030 $25K
Chelsea Counsel Co. 0.01% No change 1,000 $25K
Quadrant Capital Group LLC 0.00% Reduce -45.8% 981 $24K
Aster Capital Management (DIFC) Ltd 0.01% New 973 $24K
IFP Advisors, Inc 0.00% Add +37.3% 965 $24K
Plato Investment Management Ltd 0.00% No change 917 $23K
Byrne Asset Management LLC 0.02% New 900 $22K
Armstrong Advisory Group, Inc. 0.00% Add +12.7% 887 $22K
CoreCap Advisors, LLC 0.00% No change 854 $21K
Penserra Capital Management LLC 0.00% Add +6600.0% 804 $19K
DT Investment Partners, LLC 0.00% No change 759 $19K
Foster Dykema Cabot & Partners, LLC 0.00% No change 750 $18K
Hexagon Capital Partners LLC 0.00% Add +356.6% 726 $18K
Sierra Ocean, LLC 0.01% — 691 $17K
Blue Trust, Inc. 0.00% Reduce -63.1% 663 $16K
Cromwell Holdings LLC 0.01% No change 658 $16K
Oarsman Capital, Inc. 0.00% No change 650 $16K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 620 $15K
Capital Advisors, Ltd. LLC 0.00% Add +0.5% 592 $15K
CENTRAL TRUST Co 0.00% Reduce -63.6% 598 $15K
Allworth Financial LP 0.00% Reduce -12.9% 525 $15K
Principal Securities, Inc. 0.00% Add +43.8% 591 $15K
Spire Wealth Management 0.00% Reduce -0.2% 578 $14K
Addison Advisors LLC 0.00% Add +45.2% 562 $14K
TD Waterhouse Canada Inc. 0.00% Reduce -72.3% 560 $14K
Harbour Investments, Inc. 0.00% Add +8.9% 551 $14K
First Horizon Advisors, Inc. 0.00% Add +0.2% 545 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.1% 522 $13K
Versant Capital Management, Inc 0.00% Add +343.0% 505 $12K
Private Trust Co. NA 0.00% Reduce -11.0% 503 $12K
Venturi Wealth Management, LLC 0.00% Reduce -60.0% 503 $12K
JNBA Financial Advisors 0.00% No change 500 $12K
Synergy Investment Management, LLC 0.01% — 492 $12K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 470 $12K
Hara Capital LLC 0.01% Add +18.7% 445 $11K
Bessemer Group Inc. 0.00% Reduce -46.3% 418 $10K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -36.6% 400 $10K
Rothschild Investment LLC 0.00% Reduce -15.8% 395 $10K
Covestor Ltd 0.01% Add +0.3% 368 $9K
Lazard Asset Management LLC 0.00% Reduce -11.7% 378 $9K
Rakuten Securities, Inc. 0.00% Add +1.7% 359 $9K
Geneos Wealth Management Inc. 0.00% Add +1.4% 355 $9K
Roxbury Financial LLC 0.01% — 316 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -25.9% 332 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 300 $8K
Van Hulzen Asset Management, LLC 0.00% New 315 $8K
Hilltop National Bank 0.00% No change 300 $7K
Manchester Capital Management LLC 0.00% Reduce -21.1% 265 $7K
Hollencrest Capital Management 0.00% Add +0.8% 263 $6K
Global Retirement Partners, LLC 0.00% Reduce -54.7% 260 $6K
Avior Wealth Management, LLC 0.00% Add +221.0% 260 $6K
AlphaQuest LLC 0.00% Reduce -97.6% 257 $6K
Aventura Private Wealth, LLC 0.00% — 250 $6K
Farmers & Merchants Investments Inc. 0.00% No change 247 $6K
Bear Mountain Capital, Inc. 0.00% No change 200 $6K
Richard W. Paul & Associates, LLC 0.00% No change 230 $6K
Meeder Asset Management Inc. 0.00% No change 226 $6K
Centerpoint Advisors, LLC 0.00% No change 200 $5K
Accredited Wealth Management, LLC 0.00% — 200 $5K
Lee Danner & Bass Inc. 0.00% New 200 $5K
Pinnacle Bancorp, Inc. 0.00% No change 179 $4K
Grove Bank & Trust 0.00% Add +115.7% 179 $4K
REAP Financial Group, LLC 0.00% Add +0.6% 171 $4K
Whittier Trust Co. 0.00% New 170 $4K
Bruce G. Allen Investments, LLC 0.00% Add +9.3% 165 $4K
First Command Advisory Services, Inc. 0.00% No change 163 $4K
Fortitude Family Office, LLC 0.00% No change 154 $4K
Crowley Wealth Management, Inc. 0.00% — 150 $4K
Financial Gravity Companies, Inc. 0.00% No change 150 $4K
ORG Partners LLC 0.00% Reduce -31.8% 150 $4K
Gold Investment Management Ltd. 0.00% No change 146 $4K
Strategic Investment Solutions, Inc. 0.00% No change 140 $3K
Private Wealth Management Group, LLC 0.00% Add +5.4% 136 $3K
WPG Advisers, LLC 0.00% — 123 $3K
WealthTrak Capital Management LLC 0.00% — 117 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 112 $3K
Arax Advisory Partners 0.00% Reduce -55.6% 111 $3K
Caitong International Asset Management Co., Ltd 0.00% — 111 $3K
MV Capital Management, Inc. 0.00% Add +82.8% 106 $3K
Raleigh Capital Management Inc. 0.00% Reduce -18.6% 105 $3K
Bokf, NA 0.00% Add +10000.0% 101 $3K
City State Bank 0.00% No change 100 $2K
Coppell Advisory Solutions LLC 0.00% Add +26.9% 99 $2K
Creative Financial Designs Inc. 0.00% No change 96 $2K
Zions Bancorporation, N.A. 0.00% Reduce -24.0% 95 $2K
Quent Capital, LLC 0.00% Add +616.7% 86 $2K
Capital A Wealth Management, LLC 0.00% — 85 $2K
HighMark Wealth Management LLC 0.00% Add +1.2% 83 $2K
Bell Investment Advisors, Inc 0.00% Reduce -48.4% 82 $2K
Avion Wealth 0.00% Reduce -23.5% 117 $2K
Colonial Trust Co / SC 0.00% Add +710.0% 81 $2K
Investment Counsel Co. of Nevada 0.01% — 80 $2K
Valued Wealth Advisors LLC 0.00% Add +50.0% 69 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 60 $1K
Dunhill Financial, LLC 0.00% Add +1.8% 57 $1K
Harbor Investment Advisory, LLC 0.00% Add +61.8% 55 $1K
MCF Advisors LLC 0.00% New 54 $1K
Raffa Wealth Management, LLC 0.00% No change 50 $1K
Key Financial Inc 0.00% No change 49 $1K
Mather Group, Llc. 0.00% Reduce -41.0% 46 $1K
Sandy Spring Bank 0.00% Add +2.2% 46 $1K
Brown Brothers Harriman & Co. 0.00% No change 42 $1K
Hemington Wealth Management 0.00% Add +53.1% 75 $1K
GW&K Investment Management, LLC 0.00% Reduce -77.1% 24 $1K
Sachetta, LLC 0.00% Reduce -39.1% 39 $959
WR Wealth Planners, LLC 0.00% No change 39 $959
Bfsg, LLC 0.00% No change 39 $949
Continuum Advisory, LLC 0.00% Reduce -24.0% 38 $934
Trust Co. of Vermont 0.00% No change 38 $934
Carolinas Wealth Consulting LLC 0.00% Add +68.2% 37 $910
Whittier Trust Co. of Nevada Inc. 0.00% No change 36 $884
Sound Income Strategies, LLC 0.00% Reduce -89.0% 35 $860
Horizon Financial Services, LLC 0.00% No change 31 $762
Global Wealth Strategies & Associates 0.00% No change 29 $713
Colonial Trust Advisors 0.00% No change 25 $615
DiNuzzo Private Wealth, Inc. 0.00% Reduce -32.4% 25 $615
Whipplewood Advisors, LLC 0.00% — 23 $565
Cassady Schiller Wealth Management, LLC 0.00% New 22 $541
Principia Wealth Advisory, LLC 0.00% — 21 $516
Financial Life Planners 0.00% — 18 $433
Clark Wealth Partners 0.00% — 16 $393
Financial Management Professionals, Inc. 0.00% Reduce -95.7% 16 $393
Larson Financial Group LLC 0.00% Reduce -99.1% 16 $393
Asset Dedication, LLC 0.00% No change 14 $345
Cornerstone Planning Group LLC 0.00% Reduce -66.7% 12 $336
SJS Investment Consulting Inc. 0.00% Reduce -70.5% 13 $320
BOK Financial Private Wealth, Inc. 0.00% New 13 $320
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 11 $271
New Millennium Group LLC 0.00% New 9 $221
Global Financial Private Client, LLC 0.00% New 9 $221
Breakwater Investment Management 0.00% No change 8 $197
Distillate Capital Partners LLC 0.00% New 8 $197
Winnacle Wealth LLC 0.00% — 7 $159
Sugar Maple Asset Management, LLC 0.00% New 5 $123
Nvwm, LLC 0.00% Reduce -50.0% 5 $123
Abound Wealth Management 0.00% Reduce -90.7% 4 $101
SOA Wealth Advisors, LLC. 0.00% Reduce -33.3% 2 $53
Financial Connections Group, Inc. 0.00% New 33 $0

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