The MosaicMOS
13F holders, Q1 2025 (March 31)629holders +5
115new positions
111sold out
10famous investors
$27.01avg. 13F price*
At the end of Q1 2025, 629 institutions reported holding The Mosaic Co. (MOS) in their 13F filings, up 5 from Q4 2024. 115 opened new positions and 111 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($630.4M) and T. Rowe Price Associates Inc. ($463.4M). 10 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- The Mosaic Co.
- Sector
- Industrials
- CUSIP
- 61945C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $363.7M |
| Exits | 111 | $305.8M |
All 13F filers, Q4 2024 → Q1 2025: 41,355,259 shares bought and 39,813,884 shares sold, net +1,541,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 629 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.5% | 38,547,586 | $1.0B |
| BlackRock, Inc. | 0.01% | Reduce -18.7% | 23,338,608 | $630.4M |
| T. Rowe Price Associates Inc. | 0.06% | Add +6.3% | 17,157,792 | $463.4M |
| State Street Corp. | 0.01% | Reduce -8.3% | 12,804,788 | $345.9M |
| Invesco Ltd. | 0.06% | Reduce -7.9% | 12,436,302 | $335.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +4.1% | 11,497,545 | $310.5M |
| Geode Capital Management, LLC | 0.02% | Reduce -5.8% | 8,120,976 | $219.0M |
| Boston Partners | 0.26% | Add +42.2% | 7,979,380 | $215.5M |
| Morgan Stanley | 0.01% | Add +14.3% | 5,279,369 | $142.6M |
| Norges Bank | 0.02% | Add +24.2% | 4,920,842 | $132.9M |
| D. E. Shaw & Co. | 0.16% | Reduce -11.8% | 4,756,677 | $128.5M |
| Northern Trust Corp. | 0.02% | Reduce -9.3% | 4,692,063 | $126.7M |
| Two Sigma Advisers, LP | 0.28% | Add +14.9% | 4,585,200 | $123.8M |
| FMR LLC | 0.01% | Add +2281.0% | 4,549,243 | $122.9M |
| Point72 Asset Management | 0.33% | Add +167.8% | 4,180,042 | $112.9M |
| Deutsche Bank AG | 0.04% | Reduce -1.1% | 3,632,329 | $98.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.7% | 3,595,452 | $97.1M |
| Two Sigma Investments, LP | 0.22% | Add +38.3% | 3,568,663 | $96.4M |
| Donald Smith & Co., Inc. | 2.08% | Add +0.1% | 3,141,584 | $84.9M |
| Thompson Siegel & Walmsley LLC | 1.38% | Add +4.1% | 3,012,596 | $81.4M |
| Bank of America Corp. | 0.01% | Add +113.4% | 2,980,171 | $80.5M |
| Citadel Advisors | 0.08% | Add +9.9% | 2,877,268 | $77.7M |
| Voloridge Investment Management, LLC | 0.27% | Reduce -15.7% | 2,687,683 | $72.6M |
| Amundi | 0.02% | Add +0.1% | 2,287,099 | $59.4M |
| Fuller & Thaler Asset Management, Inc. | 0.21% | New | 2,034,527 | $55.0M |
| Allianz Asset Management GmbH | 0.08% | Add +21.9% | 1,942,263 | $52.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.8% | 1,894,599 | $51.2M |
| Millennium Management | 0.05% | Reduce -45.6% | 1,767,708 | $47.7M |
| GMT Capital Corp | 2.51% | New | 1,747,900 | $47.2M |
| LSV Asset Management | 0.11% | Reduce -10.0% | 1,735,790 | $46.9M |
| UBS Group AG | 0.01% | Reduce -42.0% | 1,713,327 | $46.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -30.5% | 1,671,926 | $45.2M |
| JPMorgan Chase & Co. | 0.00% | Add +38.5% | 1,539,646 | $41.6M |
| Ilex Capital Partners (UK) LLP | 1.60% | Add +669.9% | 1,447,471 | $39.1M |
| Storebrand Asset Management As | 0.12% | Add +45.9% | 1,406,314 | $38.0M |
| Victory Capital Management Inc. | 0.04% | Add +606.2% | 1,389,335 | $37.5M |
| Ruffer LLP | 1.44% | Reduce -17.9% | 1,381,628 | $37.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -35.3% | 1,318,299 | $35.6M |
| Nuveen, LLC | 0.01% | — | 1,254,998 | $33.9M |
| Barclays PLC | 0.01% | Add +3.0% | 1,165,698 | $31.5M |
| S&co Inc. | 2.06% | Add +0.4% | 1,136,423 | $30.7M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -6.9% | 1,121,587 | $30.3M |
| Jane Street Group, LLC | 0.05% | Add +534.4% | 1,110,566 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Add +583.1% | 1,000,298 | $27.0M |
| Susquehanna International Group, LLP | 0.04% | Add +85.1% | 993,786 | $26.8M |
| AQR Capital Management | 0.03% | Reduce -25.5% | 950,781 | $25.6M |
| Edmond DE Rothschild Holding S.A. | 0.44% | Add +5.1% | 920,000 | $24.8M |
| KBC Group NV | 0.07% | Add +1.9% | 853,984 | $23.1M |
| ING Groep NV | 0.16% | Add +126.9% | 847,760 | $22.9M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 847,316 | $22.9M |
| Van Eck Associates Corp. | 0.03% | Reduce -2.5% | 841,144 | $22.7M |
| Squarepoint Ops LLC | 0.06% | Reduce -17.1% | 835,375 | $22.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -27.6% | 831,902 | $22.5M |
| Mackenzie Financial Corp. | 0.03% | Reduce -18.4% | 776,444 | $21.0M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -71.2% | 741,344 | $20.0M |
| First Trust Advisors LP | 0.02% | Reduce -0.9% | 721,668 | $19.5M |
| Legal & General Group Plc | 0.01% | Reduce -23.1% | 711,999 | $19.2M |
| Gate City Capital Management, LLC | 10.39% | Reduce -3.6% | 667,141 | $18.0M |
| Twinbeech Capital LP | 0.33% | New | 667,002 | $18.0M |
| Foundry Partners, LLC | 0.94% | Add +14.2% | 657,808 | $17.8M |
| Managed Asset Portfolios, LLC | 2.45% | Add +9.7% | 653,464 | $17.7M |
| Foundation Resource Management Inc. | 2.70% | Add +0.2% | 633,348 | $17.1M |
| Bank of Montreal | 0.01% | Reduce -16.2% | 623,633 | $16.8M |
| Swiss National Bank | 0.01% | Reduce -31.6% | 615,744 | $16.6M |
| Newport Trust Company, LLC | 0.04% | New | 611,320 | $16.5M |
| Ninety One UK Ltd | 0.05% | New | 609,214 | $16.5M |
| Rhumbline Advisers | 0.02% | Add +6.1% | 606,783 | $16.4M |
| MetLife Investment Management, LLC | 0.08% | Add +581.6% | 573,329 | $15.5M |
| Wellington Management Group LLP | 0.00% | Add +69.2% | 562,267 | $15.2M |
| HSBC Holdings PLC | 0.01% | Reduce -19.2% | 558,392 | $15.1M |
| GMO | 0.05% | Reduce -26.5% | 537,895 | $14.5M |
| Swedbank AB | 0.02% | Reduce -61.3% | 537,494 | $14.5M |
| Gemsstock Ltd. | 5.28% | New | 518,600 | $14.0M |
| Cubist Systematic Strategies, LLC | 0.18% | New | 515,912 | $13.9M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 504,700 | $13.6M |
| Janus Henderson Group PLC | 0.01% | Add +10.9% | 496,695 | $13.5M |
| Goehring & Rozencwajg Associates, LLC | 2.37% | Add +2.1% | 461,497 | $13.1M |
| Susquehanna Fundamental Investments, LLC | 0.21% | New | 461,144 | $12.5M |
| Tudor Investment Corporation | 0.10% | Add +444.3% | 428,626 | $11.6M |
| Renaissance Technologies | 0.02% | New | 426,600 | $11.5M |
| Cohen & Steers, Inc. | 0.02% | Add +72.7% | 418,716 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.6% | 414,063 | $11.2M |
| Citigroup Inc. | 0.01% | Reduce -11.7% | 411,458 | $11.1M |
| HITE Hedge Asset Management LLC | 0.68% | New | 402,423 | $10.9M |
| Moore Capital Management, LP | 0.42% | Add +1427.6% | 396,153 | $10.7M |
| Schroder Investment Management Group | 0.01% | Add +118.4% | 387,382 | $10.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.5% | 378,291 | $10.2M |
| Invenomic Capital Management LP | 0.50% | New | 366,738 | $9.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +339.5% | 363,704 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.3% | 358,588 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +14.6% | 356,436 | $9.6M |
| National Bank of Canada | 0.01% | Add +31.6% | 349,021 | $9.4M |
| Ranmore Fund Management Ltd | 5.49% | Add +30.8% | 340,000 | $9.2M |
| Cambria Investment Management, L.P. | 0.63% | Reduce -9.2% | 336,530 | $9.1M |
| American Century Companies Inc. | 0.01% | Reduce -31.1% | 334,826 | $9.0M |
| Franklin Resources Inc. | 0.00% | Add +34.3% | 332,416 | $9.0M |
| Federated Hermes, Inc. | 0.02% | Reduce -17.8% | 332,208 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -8.6% | 328,140 | $8.9M |
| Barings LLC | 0.22% | Add +166.1% | 322,205 | $8.7M |
| Jump Financial, LLC | 0.13% | Add +59.6% | 316,219 | $8.5M |
| AXA S.A. | 0.03% | New | 311,412 | $8.4M |
| Pekin Hardy Strauss, Inc. | 1.02% | Reduce -0.5% | 309,236 | $8.4M |
| HRT Financial LP | 0.05% | New | 307,745 | $8.3M |
| Old National Bancorp | 0.21% | Add +1.4% | 295,695 | $8.0M |
| California State Teachers Retirement System | 0.01% | Reduce -22.0% | 294,905 | $8.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -42.1% | 290,870 | $7.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -41.6% | 289,920 | $7.8M |
| Algert Global LLC | 0.19% | New | 280,450 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Add +12.1% | 269,466 | $7.3M |
| Marshall Wace, LLP | 0.01% | Add +3071.9% | 267,232 | $7.2M |
| Driehaus Capital Management LLC | 0.07% | New | 261,609 | $7.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.7% | 260,872 | $7.0M |
| KADENSA CAPITAL Ltd | 0.87% | New | 260,129 | $7.0M |
| Jain Global LLC | 0.15% | New | 259,708 | $7.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +18.6% | 251,646 | $6.8M |
| Gotham Asset Management | 0.06% | Reduce -53.0% | 250,951 | $6.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -37.5% | 248,050 | $6.7M |
| Sei Investments Co. | 0.01% | Add +71.1% | 246,117 | $6.6M |
| Carolina Wealth Advisors, LLC | 3.46% | New | 237,300 | $6.4M |
| New York State Common Retirement Fund | 0.01% | Add +20.0% | 225,271 | $6.1M |
| Quantbot Technologies LP | 0.19% | Add +173.0% | 217,397 | $5.9M |
| Oxbow Advisors, LLC | 0.61% | Add +3.3% | 210,261 | $5.7M |
| Aquatic Capital Management LLC | 0.14% | New | 207,811 | $5.6M |
| Engineers Gate Manager LP | 0.09% | Add +456.5% | 194,795 | $5.3M |
| Brandywine Global Investment Management, LLC | 0.04% | New | 192,959 | $5.2M |
| APG Asset Management N.V. | 0.02% | Reduce -12.1% | 208,254 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +4.2% | 191,733 | $5.2M |
| Colrain Capital LLC | 4.40% | Add +16.2% | 190,525 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -37.2% | 187,212 | $5.1M |
| Journey Advisory Group, LLC | 0.39% | New | 175,207 | $4.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -81.8% | 173,736 | $4.7M |
| Bastion Asset Management Inc. | 2.48% | New | 166,979 | $4.6M |
| TD Asset Management Inc | 0.00% | Reduce -24.0% | 170,121 | $4.6M |
| Terril Brothers, Inc. | 1.69% | Add +30.7% | 168,545 | $4.6M |
| Butensky & Cohen Financial Security, Inc. | 1.39% | Add +1.9% | 167,865 | $4.5M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.1% | 166,591 | $4.5M |
| Core Alternative Capital | 1.07% | Add +162.0% | 164,512 | $4.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.7% | 158,841 | $4.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 153,878 | $4.2M |
| Quantinno Capital Management LP | 0.03% | Add +137.2% | 153,536 | $4.1M |
| DRW Securities, LLC | 0.34% | New | 150,000 | $4.1M |
| Inspire Trust Co, N.A. | 0.96% | No change | 149,380 | $4.0M |
| Summit Financial, LLC | 0.11% | Add +0.2% | 145,383 | $3.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.8% | 144,676 | $3.9M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -13.5% | 144,000 | $3.9M |
| Ariel Investments | 0.04% | No change | 141,040 | $3.8M |
| Credit Agricole S A | 0.01% | Add +57.4% | 140,916 | $3.8M |
| Sterling Investment Advisors, Ltd. | 0.89% | Reduce -0.3% | 136,475 | $3.7M |
| First Eagle Investment Management, LLC | 0.01% | New | 135,210 | $3.7M |
| Willis Investment Counsel | 0.25% | Add +5.8% | 135,138 | $3.7M |
| Sciencast Management LP | 0.82% | Add +482.1% | 131,910 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.6% | 130,633 | $3.5M |
| Man Group plc | 0.01% | Reduce -68.5% | 128,536 | $3.5M |
| First Citizens Bank & Trust Co. | 0.09% | Add +5.6% | 128,146 | $3.5M |
| Verition Fund Management LLC | 0.02% | Reduce -51.1% | 128,073 | $3.5M |
| Qsemble Capital Management, LP | 0.35% | New | 121,854 | $3.3M |
| Catalyst Funds Management Pty Ltd | 0.86% | New | 121,700 | $3.3M |
| Lipe & Dalton | 1.81% | Reduce -1.7% | 119,545 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +19.0% | 119,235 | $3.2M |
| Aigen Investment Management, LP | 0.50% | Add +271.1% | 116,278 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.8% | 116,101 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.5% | 116,098 | $3.1M |
| Point72 (DIFC) Ltd | 0.30% | New | 113,799 | $3.1M |
| Lighthouse Investment Partners, LLC | 0.14% | Reduce -21.0% | 112,633 | $3.0M |
| Comerica Bank | 0.01% | Add +129.8% | 112,357 | $3.0M |
| Caxton Associates LLP | 0.10% | — | 111,164 | $3.0M |
| De Lisle Partners LLP | 0.50% | Add +22.0% | 110,989 | $3.0M |
| Sicart Associates LLC | 1.03% | Add +0.6% | 110,762 | $3.0M |
| Humankind Investments LLC | 0.76% | Add +4.4% | 108,114 | $2.9M |
| Toronto Dominion Bank | 0.01% | Reduce -41.8% | 107,915 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.7% | 104,714 | $2.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -8.6% | 103,746 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -87.5% | 102,963 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.0% | 102,388 | $2.8M |
| Adams Natural Resources Fund, Inc. | 0.40% | Add +6.6% | 22,600 | $2.7M |
| Bleakley Financial Group, LLC | 0.09% | Add +15.8% | 100,420 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -54.0% | 99,863 | $2.7M |
| Live Oak Private Wealth LLC | 0.43% | Add +25.7% | 99,333 | $2.7M |
| Howard Capital Management, LLC | 0.07% | Add +2.2% | 98,685 | $2.7M |
| Alaska Permanent Fund Corp | 0.04% | No change | 86,985 | $2.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -8.3% | 94,929 | $2.6M |
| Nisa Investment Advisors, LLC | 0.01% | Add +31.0% | 94,470 | $2.6M |
| XTX Topco Ltd | 0.13% | New | 93,024 | $2.5M |
| Voya Investment Management LLC | 0.00% | Add +0.1% | 91,550 | $2.5M |
| Arizona State Retirement System | 0.02% | Reduce -1.6% | 91,076 | $2.5M |
| Walleye Trading LLC | 0.07% | Reduce -1.1% | 88,664 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +22.5% | 87,543 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -17.0% | 86,208 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | Reduce -67.9% | 84,903 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.9% | 82,766 | $2.2M |
| Bank of Nova Scotia | 0.01% | Reduce -62.5% | 82,686 | $2.2M |
| Virtus Family Office LLC | 2.82% | Reduce -0.8% | 81,285 | $2.2M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -81.2% | 79,800 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 79,400 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | New | 79,262 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 78,475 | $2.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -81.3% | 78,164 | $2.1M |
| Quadrature Capital Ltd | 0.05% | Add +220.8% | 77,873 | $2.1M |
| New York Life Investment Management LLC | 0.02% | Add +0.7% | 75,859 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | New | 75,816 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +14.6% | 74,161 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -48.5% | 74,743 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.0% | 72,973 | $2.0M |
| Czech National Bank | 0.02% | Add +5.9% | 72,958 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.5% | 72,641 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Add +1231.8% | 71,478 | $1.9M |
| IHT Wealth Management, LLC | 0.06% | Add +395.9% | 70,948 | $1.9M |
| South Dakota Investment Council | 0.04% | Add +81.1% | 70,142 | $1.9M |
| Redwood Investment Management, LLC | 0.20% | New | 69,593 | $1.9M |
| Jackson Square Capital, LLC | 0.61% | New | 68,917 | $1.9M |
| Generali Asset Management SPA SGR | 0.05% | Reduce -0.3% | 68,739 | $1.9M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.8% | 68,259 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +3.8% | 66,993 | $1.8M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.47% | New | 65,713 | $1.8M |
| Monaco Asset Management SAM | 0.89% | No change | 65,000 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -4.0% | 64,495 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.13% | New | 64,056 | $1.7M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -8.3% | 64,460 | $1.7M |
| CI Investments Inc. | 0.01% | Add +3524.5% | 63,538 | $1.7M |
| Quantessence Capital LLC | 0.43% | New | 63,336 | $1.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -89.9% | 63,317 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.5% | 63,226 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -0.2% | 61,544 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.4% | 61,461 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -62.8% | 61,400 | $1.7M |
| Range Financial Group LLC | 0.73% | Add +30.9% | 61,137 | $1.7M |
| FORA Capital, LLC | 0.17% | New | 60,784 | $1.6M |
| Auxier Asset Management LLC | 0.24% | Reduce -0.6% | 60,427 | $1.6M |
| Independent Financial Group, LLC | 0.06% | New | 59,231 | $1.6M |
| Catalyst Capital Advisors LLC | 0.03% | Add +8.7% | 59,190 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +6.3% | 57,571 | $1.6M |
| Allianz SE | 0.04% | No change | 56,800 | $1.5M |
| Gabelli Funds LLC | 0.01% | Reduce -7.7% | 56,500 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +36.1% | 56,284 | $1.5M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +32.3% | 56,108 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 55,778 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +25.8% | 55,370 | $1.5M |
| Hourglass Capital, LLC | 0.39% | Add +30.9% | 55,100 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 55,080 | $1.5M |
| Macquarie Group Ltd. | 0.00% | Reduce -21.4% | 54,993 | $1.5M |
| ASR Vermogensbeheer N.V. | 0.02% | — | 54,371 | $1.5M |
| Stoneridge Investment Partners LLC | 1.24% | New | 54,212 | $1.5M |
| Empowered Funds, LLC | 0.02% | Add +170.5% | 54,176 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.4% | 53,765 | $1.5M |
| Credit Industriel Et Commercial | 0.33% | Add +89.6% | 53,689 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Add +1.3% | 53,172 | $1.4M |
| Utah Retirement Systems | 0.02% | No change | 52,922 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.2% | 52,859 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -2.8% | 52,431 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 51,600 | $1.4M |
| CoreCommodity Management, LLC | 0.22% | Reduce -44.4% | 49,390 | $1.3M |
| AIA Group Ltd | 0.03% | New | 48,688 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +34.1% | 47,791 | $1.3M |
| Glenorchy Capital Ltd | 0.96% | Add +2.8% | 47,612 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.9% | 47,186 | $1.3M |
| WINTON GROUP Ltd | 0.08% | Add +20.6% | 46,556 | $1.3M |
| Trexquant Investment LP | 0.01% | New | 46,193 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +7.7% | 45,209 | $1.2M |
| Point72 Hong Kong Ltd | 0.09% | Reduce -59.1% | 44,905 | $1.2M |
| Groupama Asset Managment | 0.02% | Reduce -10.1% | 44,331 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Reduce -15.5% | 44,447 | $1.2M |
| Marco Investment Management LLC | 0.11% | Reduce -2.5% | 42,950 | $1.2M |
| Simplex Trading, LLC | 0.04% | Reduce -60.6% | 42,133 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -43.8% | 41,505 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | New | 41,421 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +7.6% | 41,068 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +9.2% | 40,397 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.5% | 40,395 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +0.9% | 40,256 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -17.6% | 38,382 | $1.0M |
| Leonteq Securities AG | 0.08% | Reduce -32.4% | 38,049 | $1.0M |
| Caprock Group, LLC | 0.03% | Add +311.1% | 37,218 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.8% | 37,209 | $1.0M |
| Blair William & Co. | 0.00% | Add +5.8% | 37,009 | $1000K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.9% | 36,934 | $998K |
| Caption Management, LLC | 0.04% | New | 36,000 | $972K |
| PKO BP BANKOWY Universal Pension Society JSC | 0.78% | No change | 35,000 | $945K |
| CCM Investment Group, LLC | 0.10% | New | 33,745 | $920K |
| Quinn Opportunity Partners LLC | 0.06% | Add +41.6% | 34,040 | $919K |
| Walnut Level Capital LLC | 0.72% | New | 33,526 | $906K |
| Murphy Pohlad Asset Management LLC | 0.37% | Add +0.3% | 32,675 | $883K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 32,648 | $882K |
| Verity Asset Management, Inc. | 0.36% | Add +16.9% | 32,590 | $880K |
| Fox Run Management, L.L.C. | 0.13% | Reduce -43.4% | 32,169 | $869K |
| LMR Partners LLP | 0.02% | New | 31,864 | $861K |
| Rodgers Brothers Inc. | 0.11% | Reduce -12.8% | 31,250 | $844K |
| Walleye Capital LLC | 0.01% | Reduce -59.1% | 30,480 | $823K |
| Natixis Advisors, LLC | 0.00% | Add +64.3% | 30,414 | $821K |
| Mairs & Power Inc. | 0.01% | No change | 30,280 | $818K |
| Group One Trading LLC | 0.03% | Reduce -64.8% | 29,834 | $806K |
| Moran Wealth Management, LLC | 0.03% | New | 29,535 | $798K |
| Jackson Creek Investment Advisors LLC | 0.25% | New | 28,700 | $775K |
| Kestra Advisory Services, LLC | 0.00% | New | 28,307 | $765K |
| Metis Global Partners, LLC | 0.02% | Reduce -35.0% | 28,136 | $760K |
| Dauntless Investment Group, LLC | 2.78% | New | 27,917 | $754K |
| Acadian Asset Management LLC | 0.00% | Add +300.1% | 27,758 | $749K |
| Xponance LLC | 0.01% | Reduce -46.3% | 27,646 | $747K |
| Unison Advisors LLC | 0.09% | Add +0.8% | 27,611 | $746K |
| Ieq Capital, LLC | 0.01% | Add +27.9% | 27,600 | $745K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.1% | 27,246 | $736K |
| Woodline Partners LP | 0.00% | Add +40.7% | 26,836 | $725K |
| Creative Planning | 0.00% | Reduce -32.7% | 26,388 | $713K |
| Ridgewood Investments LLC | 0.33% | Add +11.8% | 29,907 | $712K |
| Vident Advisory, LLC | 0.01% | Reduce -9.2% | 26,000 | $702K |
| Hudson Bay Capital Management LP | 0.01% | New | 25,650 | $693K |
| Accredited Investors Inc. | 0.04% | No change | 25,474 | $688K |
| Aberdeen Group plc | 0.00% | Reduce -48.6% | 25,475 | $687K |
| Mizuho Securities USA LLC | 0.01% | Reduce -15.5% | 25,434 | $687K |
| Joule Financial, LLC | 0.24% | New | 25,331 | $684K |
| Recurrent Investment Advisors LLC | 0.06% | Add +5.5% | 24,957 | $674K |
| Revisor Wealth Management LLC | 0.30% | New | 24,680 | $667K |
| Ethic Inc. | 0.01% | Add +93.8% | 24,773 | $664K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +3.7% | 24,488 | $662K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -54.8% | 24,400 | $659K |
| Headinvest, LLC | 0.13% | No change | 24,000 | $648K |
| Cibc World Markets Corp. | 0.01% | Reduce -86.1% | 23,861 | $644K |
| Vontobel Holding Ltd. | 0.00% | Add +12.8% | 23,543 | $636K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 23,417 | $632K |
| Cetera Investment Advisers | 0.00% | Add +17.7% | 23,375 | $631K |
| Cadence Wealth Management LLC | 0.46% | Add +6.2% | 23,254 | $628K |
| Windmill Hill Asset Management Ltd | 0.19% | Reduce -3.4% | 23,208 | $627K |
| Merit Financial Group, LLC | 0.01% | Add +9.3% | 22,984 | $621K |
| Centiva Capital, LP | 0.04% | New | 22,924 | $619K |
| Marex Group Ltd | 0.01% | Reduce -31.6% | 22,575 | $610K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.2% | 22,562 | $609K |
| Abundance Wealth Counselors | 0.13% | Add +18.6% | 22,364 | $609K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -20.6% | 21,901 | $592K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -38.8% | 21,773 | $588K |
| Shufro Rose & Co. LLC | 0.05% | No change | 21,700 | $586K |
| M&T Bank Corp | 0.00% | Reduce -3.9% | 21,432 | $579K |
| Garner Asset Management Corp | 0.25% | Reduce -20.5% | 21,281 | $575K |
| Fifth Third Bancorp | 0.00% | Reduce -2.1% | 20,997 | $567K |
| Triasima Portfolio Management inc. | 0.11% | New | 20,755 | $561K |
| Rakuten Investment Management, Inc. | 0.00% | — | 20,268 | $552K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.6% | 20,358 | $550K |
| NEOS Investment Management LLC | 0.01% | Add +22.7% | 20,287 | $548K |
| SouthState Bank Corp | 0.03% | Reduce -24.0% | 20,227 | $546K |
| MYDA Advisors LLC | 0.19% | New | 20,000 | $540K |
| K.J. Harrison & Partners Inc | 0.11% | New | 20,000 | $540K |
| Ceeto Capital Group, LLC | 0.21% | No change | 20,000 | $540K |
| CastleKnight Management LP | 0.06% | New | 19,900 | $537K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -53.2% | 19,528 | $527K |
| Hartford Investment Management Co. | 0.02% | Reduce -2.6% | 19,394 | $524K |
| Assetmark, Inc. | 0.00% | Reduce -5.9% | 19,251 | $520K |
| Fruth Investment Management | 0.14% | Add +2.7% | 19,150 | $517K |
| Natixis | 0.00% | Reduce -71.6% | 19,116 | $516K |
| Bridgefront Capital, LLC | 0.15% | New | 18,635 | $503K |
| 1834 Investment Advisors Co. | 0.06% | Add +9.8% | 18,399 | $497K |
| 180 Wealth Advisors, LLC | 0.08% | Add +6.7% | 18,266 | $493K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.9% | 18,164 | $491K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.4% | 18,275 | $490K |
| Royal London Asset Management Ltd. | 0.00% | New | 17,916 | $484K |
| Wolverine Trading, LLC | 0.02% | Reduce -53.4% | 17,725 | $483K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.5% | 17,840 | $482K |
| Cary Street Partners Financial LLC | 0.02% | New | 17,825 | $481K |
| Amova Asset Management Americas, Inc. | 0.01% | Reduce -1.4% | 17,778 | $480K |
| Scotia Capital Inc. | 0.00% | Add +65.5% | 17,683 | $478K |
| Norinchukin Bank, The | 0.01% | Add +15.2% | 17,590 | $475K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.0% | 17,579 | $475K |
| Sylvest Advisors, LLC | 0.30% | New | 17,522 | $473K |
| Delta Capital Management LLC | 0.28% | Reduce -3.3% | 17,470 | $472K |
| Louisiana State Employees Retirement System | 0.01% | No change | 17,100 | $462K |
| Keybank National Association | 0.00% | New | 16,824 | $454K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.0% | 16,733 | $452K |
| GAMMA Investing LLC | 0.03% | Add +45.8% | 16,685 | $451K |
| Meixler Investment Management, Ltd. | 0.31% | Reduce -27.8% | 16,395 | $443K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.9% | 16,260 | $439K |
| Cwm, LLC | 0.00% | Add +37.3% | 16,137 | $436K |
| West Tower Group, LLC | 1.14% | Reduce -8.6% | 16,000 | $432K |
| Corient Private Wealth LP | 0.00% | Reduce -29.5% | 15,995 | $432K |
| Greenleaf Trust | 0.00% | Add +13.3% | 15,766 | $426K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -62.1% | 15,340 | $414K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.7% | 15,239 | $412K |
| Cim Investment Management Inc. | 0.09% | Reduce -0.1% | 15,208 | $411K |
| Truist Financial Corp. | 0.00% | Add +14.4% | 15,123 | $408K |
| Savant Capital, LLC | 0.00% | Add +24.4% | 15,076 | $407K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.3% | 14,952 | $404K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -2.0% | 14,850 | $401K |
| Blackhawk Capital Partners, LLC | 0.21% | Add +1.8% | 14,805 | $400K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -82.5% | 14,795 | $400K |
| Twin Capital Management Inc. | 0.05% | Add +2.7% | 14,590 | $394K |
| Uncommon Cents Investing LLC | 0.11% | Add +5.5% | 14,493 | $391K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -29.9% | 14,404 | $389K |
| Captrust Financial Advisors | 0.00% | Add +48.8% | 14,381 | $388K |
| Korea Investment CORP | 0.00% | Reduce -92.2% | 14,332 | $387K |
| US Bancorp \de | 0.00% | Reduce -4.4% | 14,168 | $383K |
| Poehling Capital Management, INC. | 0.09% | Add +9.9% | 13,850 | $374K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -74.1% | 13,578 | $367K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.3% | 13,567 | $366K |
| Intellectus Partners, LLC | 0.09% | Add +8.9% | 13,450 | $363K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -89.2% | 13,305 | $359K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -83.4% | 13,194 | $356K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -87.2% | 12,860 | $347K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -74.2% | 12,814 | $346K |
| Pin Oak Investment Advisors Inc. | 0.26% | Add +4113.3% | 12,640 | $344K |
| Tritonpoint Wealth, LLC | 0.03% | Add +0.4% | 12,395 | $335K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.1% | 12,358 | $334K |
| Sit Investment Associates Inc. | 0.01% | No change | 12,275 | $332K |
| Empirical Finance, LLC | 0.02% | Add +6.8% | 12,251 | $331K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 12,195 | $329K |
| Virtu Financial LLC | 0.02% | New | 12,080 | $326K |
| Quadrant Capital Group LLC | 0.01% | Add +1126.8% | 12,035 | $325K |
| CSS LLC | 0.06% | Reduce -24.3% | 11,938 | $322K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2010.0% | 11,816 | $317K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 11,633 | $314K |
| Tredje AP-fonden | 0.00% | No change | 11,423 | $309K |
| Ballentine Partners, LLC | 0.01% | Add +31.2% | 11,363 | $307K |
| MBB Public Markets I LLC | 0.04% | New | 11,248 | $304K |
| HM Payson & Co. | 0.01% | Reduce -1.8% | 11,200 | $303K |
| MAI Capital Management | 0.00% | Reduce -9.0% | 11,105 | $300K |
| Investors Research Corp | 0.06% | Reduce -2.1% | 10,675 | $288K |
| Praxis Investment Management Inc. | 0.02% | No change | 10,480 | $283K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +1.5% | 10,405 | $281K |
| United Capital Financial Advisors, LLC | 0.00% | Add +15.8% | 10,364 | $280K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.14% | Add +7.4% | 10,229 | $279K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 10,262 | $277K |
| StoneX Group Inc. | 0.01% | Reduce -29.1% | 10,112 | $273K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.2% | 10,103 | $273K |
| Nomura Holdings Inc. | 0.00% | Reduce -4.3% | 10,018 | $271K |
| Lincoln Capital Corp. | 0.11% | New | 10,000 | $270K |
| Graham Capital Management, L.P. | 0.01% | New | 9,796 | $265K |
| Scientech Research LLC | 0.07% | Add +2.2% | 9,783 | $264K |
| V-Square Quantitative Management LLC | 0.04% | Add +6.2% | 9,649 | $261K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -86.9% | 9,649 | $260K |
| SVB Wealth LLC | 0.01% | New | 9,561 | $258K |
| Advisory Services Network, LLC | 0.00% | Add +8.3% | 9,436 | $255K |
| Forum Financial Management, LP | 0.00% | Add +1.2% | 9,400 | $254K |
| Innealta Capital, LLC | 0.14% | New | 9,157 | $247K |
| CreativeOne Wealth, LLC | 0.01% | Add +7.4% | 9,021 | $244K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -0.6% | 8,958 | $242K |
| Allstate Corp. | 0.01% | Reduce -6.8% | 8,902 | $240K |
| Probity Advisors, Inc. | 0.05% | Add +1.3% | 8,818 | $238K |
| Lake Hills Wealth Management, LLC | 0.16% | Reduce -3.1% | 8,689 | $235K |
| Glenmede Trust Co. NA | 0.00% | New | 8,652 | $234K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 8,453 | $228K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -44.8% | 8,427 | $228K |
| CX Institutional | 0.01% | New | 8,368 | $226K |
| TRUE Private Wealth Advisors | 0.03% | No change | 8,320 | $225K |
| Cidel Asset Management Inc. | 0.01% | New | 8,163 | $220K |
| Profund Advisors LLC | 0.01% | New | 8,074 | $218K |
| PFG Investments, LLC | 0.01% | New | 7,970 | $215K |
| Paragon Capital Management Ltd | 0.04% | New | 7,908 | $214K |
| Applied Finance Capital Management, LLC | 0.02% | New | 7,724 | $209K |
| Sapient Capital LLC | 0.00% | New | 7,628 | $206K |
| Csenge Advisory Group | 0.01% | New | 7,439 | $203K |
| Flossbach Von Storch SE | 0.00% | New | 7,480 | $202K |
| QRG Capital Management, Inc. | 0.00% | New | 7,473 | $202K |
| AlphaQuest LLC | 0.02% | Add +2804.3% | 7,464 | $202K |
| United Services Automobile Association | 0.01% | New | 7,362 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 7,202 | $195K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -29.1% | 6,861 | $185K |
| Coldstream Capital Management Inc. | 0.00% | New | 6,852 | $185K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -38.4% | 6,472 | $175K |
| Virtus Investment Advisers, LLC | 0.05% | New | 6,228 | $168K |
| Parallel Advisors, LLC | 0.00% | Add +23.7% | 6,183 | $167K |
| Towne Trust Company, N.A | 0.06% | Reduce -19.4% | 5,800 | $157K |
| Mufg Securities Americas Inc. | 0.02% | Add +19.9% | 5,623 | $152K |
| ANTIPODES PARTNERS Ltd | 0.00% | Add +76.1% | 5,575 | $151K |
| Jones Financial Companies LLLP | 0.00% | Reduce -28.6% | 5,487 | $150K |
| Exchange Traded Concepts, LLC | 0.00% | Add +41.8% | 5,407 | $146K |
| NFSG Corp | 0.03% | Add +82.8% | 5,302 | $143K |
| Inlight Wealth Management, LLC | 0.08% | Reduce -78.9% | 4,972 | $134K |
| Lindbrook Capital, LLC | 0.01% | Add +134.8% | 4,721 | $128K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -49.7% | 4,683 | $126K |
| Horizon Investments, LLC | 0.00% | Add +4.6% | 4,576 | $124K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -66.2% | 4,351 | $118K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -44.0% | 4,318 | $117K |
| Strengthening Families & Communities, LLC | 0.07% | Add +12.0% | 4,210 | $116K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.06% | New | 4,000 | $108K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -98.2% | 3,787 | $102K |
| CVA Family Office, LLC | 0.02% | Add +114.0% | 3,650 | $99K |
| Raiffeisen Bank International AG | 0.00% | Reduce -90.4% | 3,577 | $97K |
| Signaturefd, LLC | 0.00% | Reduce -9.3% | 3,561 | $96K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,382 | $91K |
| Danske Bank A/S | 0.00% | Reduce -98.2% | 3,300 | $89K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,000 | $84K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -96.8% | 3,064 | $83K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +252.2% | 3,427 | $82K |
| Headlands Technologies LLC | 0.01% | Add +132.7% | 2,634 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | Add +37.2% | 3,066 | $70K |
| Compass Wealth Management LLC | 0.02% | No change | 2,500 | $68K |
| Private Wealth Asset Management, LLC | 0.01% | — | 2,469 | $67K |
| Huntington National Bank | 0.00% | Reduce -27.1% | 2,460 | $66K |
| Summit Securities Group LLC | 0.04% | New | 2,370 | $64K |
| AdvisorNet Financial, Inc | 0.00% | Add +18.7% | 1,864 | $50K |
| NewEdge Advisors, LLC | 0.00% | Add +27.8% | 1,749 | $47K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,700 | $46K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 1,699 | $46K |
| UMB Bank, n.a. | 0.00% | Add +15.7% | 1,506 | $41K |
| Pflug Koory, LLC | 0.02% | Reduce -4.9% | 1,460 | $39K |
| Bollard Group LLC | 0.00% | Add +0.8% | 1,220 | $33K |
| Allworth Financial LP | 0.00% | Add +102.3% | 1,062 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.6% | 1,065 | $29K |
| TD Private Client Wealth LLC | 0.00% | Reduce -13.9% | 1,001 | $27K |
| Chelsea Counsel Co. | 0.01% | No change | 1,000 | $27K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 1,000 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.5% | 973 | $26K |
| Lanark Financial, Inc. | 0.00% | — | 980 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Add +169.3% | 956 | $26K |
| Plato Investment Management Ltd | 0.00% | No change | 917 | $25K |
| Hexagon Capital Partners LLC | 0.00% | Add +25.6% | 912 | $25K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +47.5% | 873 | $24K |
| IFP Advisors, Inc | 0.00% | Reduce -10.6% | 863 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 854 | $23K |
| Sentry Investment Management LLC | 0.01% | Reduce -25.7% | 924 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 887 | $22K |
| Tobam | 0.01% | Reduce -48.7% | 784 | $21K |
| DT Investment Partners, LLC | 0.00% | No change | 759 | $21K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 750 | $20K |
| Blue Trust, Inc. | 0.00% | Add +5.1% | 697 | $19K |
| Sierra Ocean, LLC | 0.01% | No change | 691 | $19K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 689 | $19K |
| Cromwell Holdings LLC | 0.01% | Add +3.6% | 682 | $18K |
| TCTC Holdings, LLC | 0.00% | New | 645 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 598 | $16K |
| Mather Group, Llc. | 0.00% | Add +1184.8% | 591 | $16K |
| Bessemer Group Inc. | 0.00% | Add +26.6% | 529 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 591 | $15K |
| Grove Bank & Trust | 0.00% | Add +198.3% | 534 | $14K |
| Manchester Capital Management LLC | 0.00% | Add +100.4% | 531 | $14K |
| Private Trust Co. NA | 0.00% | No change | 503 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $14K |
| Synergy Investment Management, LLC | 0.01% | Add +0.6% | 495 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.9% | 447 | $12K |
| Hara Capital LLC | 0.01% | No change | 445 | $12K |
| Spire Wealth Management | 0.00% | Reduce -31.1% | 398 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -24.1% | 396 | $11K |
| WPG Advisers, LLC | 0.01% | Add +207.3% | 378 | $10K |
| Rakuten Securities, Inc. | 0.01% | Add +3.9% | 373 | $10K |
| Covestor Ltd | 0.01% | Reduce -2.2% | 360 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 348 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.5% | 317 | $9K |
| Brooklyn Investment Group | 0.00% | Reduce -71.8% | 315 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -40.0% | 303 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 302 | $8K |
| Roxbury Financial LLC | 0.01% | Add +0.9% | 319 | $8K |
| Hollencrest Capital Management | 0.00% | Add +0.8% | 265 | $7K |
| Clearstead Advisors, LLC | 0.00% | New | 260 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -53.9% | 251 | $7K |
| Accredited Wealth Management, LLC | 0.01% | Add +25.0% | 250 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 250 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 247 | $7K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 237 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +116.0% | 229 | $6K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 200 | $6K |
| BNP Paribas | 0.00% | New | 200 | $5K |
| Centerpoint Advisors, LLC | 0.00% | No change | 200 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 179 | $5K |
| Arax Advisory Partners | 0.00% | Add +53.1% | 170 | $5K |
| Whittier Trust Co. | 0.00% | No change | 170 | $5K |
| First Command Advisory Services, Inc. | 0.00% | No change | 163 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 154 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +87.8% | 154 | $4K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 150 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 150 | $4K |
| ORG Partners LLC | 0.00% | No change | 150 | $4K |
| Meeder Asset Management Inc. | 0.00% | Reduce -35.0% | 147 | $4K |
| Gold Investment Management Ltd. | 0.00% | No change | 146 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 140 | $4K |
| Greenline Partners, LLC | 0.00% | New | 138 | $4K |
| Curat Global, LLC | 0.00% | — | 115 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 112 | $3K |
| Hemington Wealth Management | 0.00% | Add +89.3% | 142 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 121 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 110 | $3K |
| Evermay Wealth Management LLC | 0.00% | New | 105 | $3K |
| Costello Asset Management, INC | 0.00% | New | 100 | $3K |
| City State Bank | 0.00% | No change | 100 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -74.7% | 100 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 96 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 94 | $3K |
| Painted Porch Advisors LLC | 0.00% | New | 90 | $2K |
| Binnacle Investments Inc | 0.00% | — | 89 | $2K |
| Capital A Wealth Management, LLC | 0.00% | No change | 85 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 83 | $2K |
| Sound Income Strategies, LLC | 0.00% | Add +117.1% | 76 | $2K |
| Avion Wealth | 0.00% | No change | 117 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -1.4% | 68 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +15.8% | 66 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 60 | $2K |
| Rise Advisors, LLC | 0.00% | New | 58 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -58.1% | 57 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -37.2% | 54 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 50 | $1K |
| Key Financial Inc | 0.00% | No change | 49 | $1K |
| Sandy Spring Bank | 0.00% | No change | 46 | $1K |
| Sachetta, LLC | 0.00% | Add +17.9% | 46 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +355.6% | 41 | $1K |
| Zions Bancorporation, National Association | 0.00% | — | 41 | $1K |
| Bfsg, LLC | 0.00% | No change | 39 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.9% | 2 | $1K |
| GW&K Investment Management, LLC | 0.00% | Add +108.3% | 50 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 36 | $972 |
| Parvin Asset Management, LLC | 0.00% | New | 34 | $918 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -28.6% | 30 | $810 |
| Global Wealth Strategies & Associates | 0.00% | No change | 29 | $783 |
| Colonial Trust Advisors | 0.00% | No change | 25 | $675 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.0% | 23 | $622 |
| Whipplewood Advisors, LLC | 0.00% | Add +230.4% | 76 | $621 |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -40.5% | 22 | $594 |
| Bogart Wealth, LLC | 0.00% | New | 22 | $594 |
| Rialto Wealth Management, LLC | 0.00% | New | 20 | $541 |
| Kestra Investment Management, LLC | 0.00% | New | 20 | $541 |
| Kiker Wealth Management, LLC | 0.00% | New | 20 | $540 |
| Concord Wealth Partners | 0.00% | New | 20 | $540 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -4.8% | 20 | $494 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -89.1% | 18 | $486 |
| Clark Wealth Partners | 0.00% | No change | 16 | $432 |
| Financial Management Professionals, Inc. | 0.00% | No change | 16 | $432 |
| Larson Financial Group LLC | 0.00% | No change | 16 | $432 |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $352 |
| True Wealth Design, LLC | 0.00% | New | 13 | $352 |
| Continuum Advisory, LLC | 0.00% | Reduce -65.8% | 13 | $351 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 11 | $298 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -91.5% | 10 | $271 |
| TFC Financial Management, Inc. | 0.00% | New | 10 | $271 |
| Winnacle Wealth LLC | 0.00% | Add +42.9% | 10 | $268 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.3% | 8 | $224 |
| Breakwater Investment Management | 0.00% | No change | 8 | $217 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 7 | $189 |
| Distillate Capital Partners LLC | 0.00% | Reduce -12.5% | 7 | $189 |
| HFM Investment Advisors, LLC | 0.00% | — | 6 | $163 |
| Garde Capital, Inc. | 0.00% | New | 5 | $136 |
| GoalVest Advisory LLC | 0.00% | New | 5 | $135 |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -92.7% | 4 | $116 |
| Colonial Trust Co / SC | 0.00% | Reduce -95.1% | 4 | $108 |
| Highline Wealth Partners LLC | 0.00% | New | 4 | $108 |
| FSC Wealth Advisors, LLC | 0.00% | New | 200 | $68 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $58 |
"% of holder's portfolio" is MOS's weight in each manager's 13F, not the share of The Mosaic Co. the manager owns.