The MosaicMOS

13F holders, Q2 2025 (June 30)
706holders +77
141new positions
69sold out
9famous investors
$36.49avg. 13F price*

At the end of Q2 2025, 706 institutions reported holding The Mosaic Co. (MOS) in their 13F filings, up 77 from Q1 2025. 141 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($911.5M) and FMR LLC ($765.0M). 9 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.3% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions141$306.1M
Exits69$143.4M

All 13F filers, Q1 2025 → Q2 2025: 59,768,354 shares bought and 41,494,106 shares sold, net +18,274,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 706 holders

Vanguard Group Inc. 0.02% Reduce -0.1% 38,500,694 $1.4B
BlackRock, Inc. 0.02% Add +7.1% 24,987,035 $911.5M
FMR LLC 0.04% Add +361.0% 20,970,799 $765.0M
State Street Corp. 0.02% Add +2.0% 13,056,284 $476.3M
Dimensional Fund Advisors LP 0.10% Reduce -1.8% 11,290,268 $411.8M
Invesco Ltd. 0.06% Reduce -28.8% 8,854,690 $323.0M
Geode Capital Management, LLC 0.02% Add +1.2% 8,216,928 $299.2M
Boston Partners 0.31% Reduce -5.1% 7,573,927 $276.3M
D. E. Shaw & Co. 0.29% Add +56.0% 7,420,966 $270.7M
Morgan Stanley 0.01% Add +1.2% 5,340,705 $194.8M
Northern Trust Corp. 0.02% Reduce -0.3% 4,680,412 $170.7M
Norges Bank 0.02% Reduce -11.9% 4,333,473 $158.1M
Bank of America Corp. 0.01% Add +37.7% 4,103,293 $149.7M
Two Sigma Advisers, LP 0.29% Reduce -16.2% 3,840,400 $140.1M
Bank of New York Mellon Corp 0.03% Add +100.9% 3,806,663 $138.9M
Charles Schwab Investment Management Inc. 0.02% Add +1.9% 3,662,814 $133.6M
UBS Group AG 0.03% Add +110.7% 3,609,941 $131.7M
Amundi 0.04% Add +36.8% 3,129,300 $118.3M
Goldman Sachs Group Inc. 0.02% Add +87.0% 3,127,260 $114.1M
Deutsche Bank AG 0.04% Reduce -15.8% 3,058,694 $111.6M
Point72 Asset Management 0.27% Reduce -28.3% 2,996,492 $109.3M
Donald Smith & Co., Inc. 2.53% Reduce -6.2% 2,945,644 $107.5M
Two Sigma Investments, LP 0.19% Reduce -20.9% 2,824,055 $103.0M
GMT Capital Corp 4.22% Add +58.2% 2,764,900 $100.9M
Millennium Management 0.08% Add +40.8% 2,489,088 $90.8M
T. Rowe Price Associates Inc. 0.01% Reduce -86.1% 2,378,333 $86.8M
Fuller & Thaler Asset Management, Inc. 0.30% Add +9.3% 2,224,209 $81.1M
Citadel Advisors 0.07% Reduce -26.8% 2,107,662 $76.9M
Truist Financial Corp. 0.11% Add +13275.9% 2,022,840 $73.8M
Caisse de depot et placement du Quebec 0.16% Add +2408.7% 2,001,978 $73.0M
Merewether Investment Management, LP 2.08% New 1,984,100 $72.4M
Driehaus Capital Management LLC 0.57% Add +646.3% 1,952,411 $71.2M
Thompson Siegel & Walmsley LLC 1.19% Reduce -35.7% 1,936,444 $70.6M
Voloridge Investment Management, LLC 0.25% Reduce -29.9% 1,883,515 $68.7M
LSV Asset Management 0.16% Add +7.7% 1,869,990 $68.2M
BNP Paribas Financial Markets 0.05% Add +123.3% 1,858,052 $67.8M
Jane Street Group, LLC 0.11% Add +64.8% 1,830,597 $66.8M
Renaissance Technologies 0.08% Add +293.1% 1,677,000 $61.2M
Allianz Asset Management GmbH 0.08% Reduce -16.6% 1,620,146 $59.1M
Victory Capital Management Inc. 0.04% Add +11.1% 1,543,522 $56.3M
Storebrand Asset Management As 0.15% Add +3.4% 1,453,530 $53.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +5.4% 1,389,622 $50.7M
Nuveen, LLC 0.01% Add +5.5% 1,324,089 $48.3M
Raymond James Financial Inc. 0.02% Add +21.9% 1,219,305 $44.5M
Russell Investments Group, Ltd. 0.06% Add +6.6% 1,195,336 $43.6M
Van Eck Associates Corp. 0.05% Add +41.1% 1,186,558 $43.3M
Envestnet Asset Management Inc. 0.01% Add +1298.9% 1,157,804 $42.2M
S&co Inc. 2.65% Reduce -0.4% 1,131,593 $41.3M
JPMorgan Chase & Co. 0.00% Reduce -26.6% 1,129,697 $41.2M
AQR Capital Management 0.03% Add +21.3% 1,153,119 $40.9M
Bank of Nova Scotia 0.08% Add +1157.7% 1,039,962 $37.9M
Barclays PLC 0.02% Reduce -11.4% 1,032,257 $37.7M
Tudor Investment Corporation 0.28% Add +140.0% 1,028,865 $37.5M
Ilex Capital Partners (UK) LLP 1.24% Reduce -29.3% 1,023,663 $37.3M
National Bank of Canada 0.04% Add +183.5% 989,565 $36.1M
Marshall Wace, LLP 0.04% Add +218.0% 849,896 $31.0M
Wellington Management Group LLP 0.01% Add +37.9% 775,216 $28.3M
Adage Capital Partners Gp, L.L.C. 0.05% Add +158.9% 750,520 $27.4M
Ninety One UK Ltd 0.06% Add +19.2% 726,265 $26.5M
Legal & General Group Plc 0.01% Add +2.0% 726,069 $26.5M
Hawk Ridge Capital Management LP 1.07% New 704,700 $25.7M
Verition Fund Management LLC 0.15% Add +429.3% 677,836 $24.7M
Managed Asset Portfolios, LLC 3.10% Add +0.1% 654,427 $23.9M
Schonfeld Strategic Advisors LLC 0.18% Add +273.1% 648,174 $23.6M
Foundation Resource Management Inc. 3.61% Add +1.1% 640,328 $23.4M
Swiss National Bank 0.01% Reduce -1.7% 605,444 $22.1M
Schroder Investment Management Group 0.02% Add +53.7% 595,364 $21.7M
CSM Advisors, LLC 0.63% New 593,602 $21.7M
Rhumbline Advisers 0.02% Reduce -2.3% 593,064 $21.6M
Balyasny Asset Management L.P. 0.05% Reduce -21.0% 585,467 $21.4M
ING Groep NV 0.13% Reduce -32.1% 575,696 $21.0M
First Trust Advisors LP 0.02% Reduce -20.4% 574,092 $20.9M
MetLife Investment Management, LLC 0.12% Reduce -1.1% 567,123 $20.7M
Newport Trust Company, LLC 0.05% Reduce -7.7% 564,144 $20.6M
Swedbank AB 0.02% Add +0.1% 537,795 $19.6M
California Public Employees Retirement System 0.01% Add +6.4% 536,890 $19.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +247.3% 534,444 $19.5M
Bank of Montreal 0.01% Reduce -17.2% 516,537 $18.8M
Woodline Partners LP 0.10% Add +1798.2% 509,398 $18.6M
HSBC Holdings PLC 0.01% Reduce -11.1% 496,222 $18.0M
Gotham Asset Management 0.11% Add +95.2% 489,835 $17.9M
Beck Bode, LLC 2.88% New 466,244 $17.0M
Susquehanna Fundamental Investments, LLC 0.45% No change 461,144 $16.8M
Goehring & Rozencwajg Associates, LLC 2.38% Reduce -7.5% 427,078 $15.6M
Alliancebernstein L.P. 0.01% Add +16.5% 417,617 $15.2M
TD Asset Management Inc 0.01% Add +144.5% 415,935 $15.2M
Gate City Capital Management, LLC 8.99% Reduce -38.0% 413,417 $15.1M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +637.5% 406,219 $14.8M
Citigroup Inc. 0.01% Reduce -1.8% 404,038 $14.7M
Cohen & Steers, Inc. 0.03% Reduce -7.4% 387,771 $14.1M
Franklin Resources Inc. 0.00% Add +15.4% 383,788 $14.0M
KBC Group NV 0.04% Reduce -56.2% 373,860 $13.6M
Edmond DE Rothschild Holding S.A. 0.22% Reduce -59.8% 370,000 $13.5M
Moore Capital Management, LP 0.29% Reduce -7.1% 368,035 $13.4M
Principal Financial Group Inc. 0.01% Reduce -3.6% 364,665 $13.3M
Wells Fargo & Company 0.00% Add +1.9% 363,046 $13.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +16.5% 338,978 $12.4M
HRT Financial LP 0.05% Add +9.0% 335,355 $12.2M
State Board of Administration of Florida Retirement System 0.02% Add +1.1% 331,790 $12.1M
Squarepoint Ops LLC 0.03% Reduce -60.4% 331,025 $12.1M
IMC-Chicago, LLC 0.30% New 326,323 $11.9M
Federated Hermes, Inc. 0.02% Reduce -1.9% 325,733 $11.9M
American Century Companies Inc. 0.01% Reduce -3.4% 323,338 $11.8M
Old National Bancorp 0.20% Add +5.4% 311,683 $11.4M
Ameriprise Financial Inc. 0.00% Reduce -25.6% 308,126 $11.2M
Algert Global LLC 0.23% Add +7.3% 300,916 $11.0M
CWA Asset Management Group, LLC 0.46% New 299,733 $10.9M
Mackenzie Financial Corp. 0.01% Reduce -61.7% 297,071 $10.8M
California State Teachers Retirement System 0.01% Reduce -0.1% 294,596 $10.7M
Sei Investments Co. 0.01% Add +17.9% 290,156 $10.6M
Cubist Systematic Strategies, LLC 0.11% Reduce -45.0% 283,637 $10.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +10.2% 277,218 $10.1M
Pine Valley Investments Ltd Liability Co 0.58% New 272,691 $9.9M
Janus Henderson Group PLC 0.00% Reduce -45.2% 272,075 $9.9M
State of Wisconsin Investment Board 0.02% Add +0.1% 269,865 $9.8M
Royal Bank of Canada 0.00% Reduce -68.5% 267,145 $9.7M
Pekin Hardy Strauss, Inc. 1.12% Reduce -13.6% 267,073 $9.7M
New York State Teachers Retirement System 0.02% Add +0.0% 260,893 $9.5M
Carolina Wealth Advisors, LLC 4.46% Add +4.4% 247,647 $9.0M
Engineers Gate Manager LP 0.11% Add +26.1% 245,551 $9.0M
Quantbot Technologies LP 0.23% Add +10.9% 241,138 $8.8M
Y-Intercept (Hong Kong) Ltd 0.21% Add +203.3% 240,417 $8.8M
Qsemble Capital Management, LP 0.83% Add +95.1% 237,783 $8.7M
First Eagle Investment Management, LLC 0.02% Add +75.2% 236,925 $8.6M
Colrain Capital LLC 6.42% Add +19.7% 228,000 $8.3M
New York State Common Retirement Fund 0.01% Add +1.2% 227,995 $8.3M
Prudential Financial Inc. 0.01% Add +16.1% 222,526 $8.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -11.4% 219,790 $8.0M
Live Oak Private Wealth LLC 1.18% Add +119.1% 217,670 $7.9M
Jennison Associates LLC 0.00% New 215,008 $7.8M
Brandywine Global Investment Management, LLC 0.05% Add +9.0% 210,277 $7.7M
Treasurer of the State of North Carolina 0.02% Add +40.7% 203,522 $7.4M
Aquatic Capital Management LLC 0.15% Reduce -2.1% 203,424 $7.4M
Journey Advisory Group, LLC 0.58% Add +15.7% 202,693 $7.4M
Wedge Capital Management L L P 0.13% New 200,752 $7.3M
Barings LLC 0.17% Reduce -39.7% 194,241 $7.1M
L & S Advisors Inc 0.79% New 191,959 $7.0M
Cibc World Markets Corp. 0.04% Add +676.5% 185,290 $6.8M
LPL Financial LLC 0.00% Reduce -2.8% 181,994 $6.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +4543.6% 175,854 $6.4M
Oxbow Advisors, LLC 0.71% Reduce -16.6% 175,449 $6.4M
Edgestream Partners, L.P. 0.17% New 169,413 $6.2M
Terril Brothers, Inc. 2.31% Reduce -0.3% 168,095 $6.1M
Chevy Chase Trust Holdings, LLC 0.02% Add +0.6% 167,560 $6.1M
CANADA LIFE ASSURANCE Co 0.01% Add +60.7% 165,492 $6.0M
ExodusPoint Capital Management, LP 0.07% New 162,109 $5.9M
NorthCoast Asset Management LLC 0.02% Reduce -0.3% 158,334 $5.8M
Butensky & Cohen Financial Security, Inc. 1.71% Reduce -6.3% 157,254 $5.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +65.7% 157,267 $5.7M
Core Alternative Capital 1.51% Reduce -8.3% 150,914 $5.5M
Summit Financial, LLC 0.12% Add +3.4% 150,290 $5.5M
Ariel Investments 0.06% Add +5.2% 148,340 $5.4M
Aigen Investment Management, LP 0.74% Add +26.7% 147,351 $5.4M
Acadian Asset Management LLC 0.01% Add +419.1% 144,081 $5.3M
Inspire Trust Co, N.A. 1.05% Reduce -6.7% 139,380 $5.1M
BI Asset Management Fondsmaeglerselskab A/S 0.05% New 139,306 $5.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +15.6% 137,867 $5.0M
Sterling Investment Advisors, Ltd. 1.09% Reduce -0.3% 136,075 $5.0M
NewEdge Advisors, LLC 0.03% Add +7570.6% 134,159 $4.9M
HITE Hedge Asset Management LLC 0.28% Reduce -67.2% 132,131 $4.8M
De Lisle Partners LLP 0.67% Add +18.0% 130,989 $4.8M
Thrivent Financial for Lutherans 0.01% Add +0.0% 130,654 $4.8M
Susquehanna International Group, LLP 0.01% Reduce -86.9% 129,926 $4.7M
Comerica Bank 0.02% Add +12.6% 126,560 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% Add +4.3% 121,134 $4.4M
Lipe & Dalton 2.35% Reduce -0.4% 119,110 $4.3M
Quantinno Capital Management LP 0.02% Reduce -23.1% 118,098 $4.3M
Bleakley Financial Group, LLC 0.11% Add +16.5% 116,979 $4.3M
PDT Partners, LLC 0.24% New 116,292 $4.2M
Toronto Dominion Bank 0.01% Add +4.8% 113,041 $4.1M
Ieq Capital, LLC 0.03% Add +308.9% 112,845 $4.1M
Sicart Associates LLC 1.38% Reduce -2.5% 107,950 $3.9M
Canada Pension Plan Investment Board 0.00% Reduce -25.5% 107,300 $3.9M
Walleye Trading LLC 0.09% Add +19.5% 105,990 $3.9M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 105,299 $3.8M
First Citizens Bank & Trust Co. 0.07% Reduce -18.5% 104,439 $3.8M
South Dakota Investment Council 0.07% Add +48.7% 104,270 $3.8M
Teacher Retirement System of Texas 0.02% Add +36.4% 103,383 $3.8M
State of New Jersey Common Pension Fund D 0.01% No change 102,388 $3.7M
Point72 (DIFC) Ltd 0.30% Reduce -10.2% 102,168 $3.7M
Ensign Peak Advisors, Inc 0.01% Reduce -2.0% 101,646 $3.7M
Bradley Foster & Sargent Inc. 0.06% New 101,483 $3.7M
Decker Retirement Planning Inc. 2.12% New 100,541 $3.7M
Howard Capital Management, LLC 0.05% Add +1.2% 99,857 $3.6M
Estate Counselors, LLC 0.35% New 96,575 $3.5M
Trek Financial, LLC 0.23% New 95,184 $3.5M
Campbell & CO Investment Adviser LLC 0.22% Add +48.2% 94,903 $3.5M
Fieldview Capital Management, LLC 0.52% New 94,038 $3.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -19.8% 93,174 $3.4M
Arizona State Retirement System 0.02% Add +1.5% 92,471 $3.4M
Marex Group Ltd 0.06% Add +309.6% 92,462 $3.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +17.8% 92,049 $3.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -9.3% 90,594 $3.3M
Voya Investment Management LLC 0.00% Reduce -1.5% 90,189 $3.3M
Xponance LLC 0.03% Add +220.2% 88,515 $3.2M
Nisa Investment Advisors, LLC 0.01% Reduce -6.9% 87,912 $3.2M
Scotia Capital Inc. 0.02% Add +395.1% 87,556 $3.2M
State of Michigan Retirement System 0.02% Add +0.1% 86,308 $3.1M
Pathstone Holdings, LLC 0.01% Add +26.0% 84,440 $3.1M
Natixis 0.02% Add +338.3% 83,776 $3.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.2% 82,469 $3.0M
Brevan Howard Capital Management LP 0.03% New 82,391 $3.0M
Quadrature Capital Ltd 0.05% Add +4.1% 81,076 $3.0M
GeoSphere Capital Management, LLC 2.99% New 80,000 $2.9M
ProShare Advisors LLC 0.01% Add +38.3% 79,605 $2.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +51.9% 78,400 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.1% 77,803 $2.8M
Czech National Bank 0.02% Add +6.3% 77,542 $2.8M
Qube Research & Technologies Ltd 0.00% New 77,032 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +1085.6% 76,733 $2.8M
Handelsbanken Fonder AB 0.01% Reduce -4.0% 76,200 $2.8M
KLP Kapitalforvaltning As 0.01% Add +23.4% 75,800 $2.8M
New York Life Investment Management LLC 0.03% Reduce -0.2% 75,680 $2.8M
Saba Capital Management, L.P. 0.07% New 73,456 $2.7M
Lighthouse Investment Partners, LLC 0.12% Reduce -35.1% 73,123 $2.7M
Stifel Financial Corp. 0.00% Reduce -18.6% 71,244 $2.6M
Point72 Europe (London) LLP 0.13% New 70,100 $2.6M
Mariner, LLC 0.00% Add +31.1% 69,322 $2.5M
Cerity Partners LLC 0.00% Add +68.2% 69,058 $2.5M
Retirement Systems of Alabama 0.01% Reduce -0.3% 68,073 $2.5M
Point72 Hong Kong Ltd 0.17% Add +51.6% 68,056 $2.5M
PNC Financial Services Group, Inc. 0.00% Add +26.4% 67,959 $2.5M
DekaBank Deutsche Girozentrale 0.00% Add +9.1% 70,314 $2.5M
Employees Retirement System of Texas 0.02% New 67,430 $2.5M
Dark Forest Capital Management LP 0.10% New 66,207 $2.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +26.3% 66,203 $2.4M
Natixis Advisors, LLC 0.00% Add +117.4% 66,112 $2.4M
Gabelli Funds LLC 0.02% Add +15.8% 65,400 $2.4M
Public Sector Pension Investment Board 0.01% Reduce -23.1% 65,288 $2.4M
Walleye Capital LLC 0.02% Add +113.0% 64,936 $2.4M
STRS Ohio 0.01% New 64,928 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -17.7% 64,608 $2.4M
iSAM Funds (UK) Ltd 0.52% New 64,553 $2.4M
Tidal Investments LLC 0.02% Add +42.8% 64,539 $2.4M
AXA S.A. 0.01% Reduce -79.7% 63,310 $2.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.5% 63,019 $2.3M
Wealthfront Advisers LLC 0.01% Reduce -1.8% 62,101 $2.3M
Amalgamated Bank 0.02% Add +0.3% 61,745 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +9.3% 61,521 $2.2M
Hudson Bay Capital Management LP 0.02% Add +136.9% 60,756 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.5% 59,222 $2.2M
Range Financial Group LLC 0.86% Reduce -1.5% 60,219 $2.2M
Simplex Trading, LLC 0.06% Add +42.9% 60,217 $2.2M
Auxier Asset Management LLC 0.32% Reduce -0.5% 60,150 $2.2M
Pictet Asset Management Holding SA 0.00% Reduce -19.9% 59,907 $2.2M
Catalyst Capital Advisors LLC 0.04% Add +1.0% 59,790 $2.2M
Sciencast Management LP 0.45% Reduce -55.0% 59,331 $2.2M
Focus Partners Wealth 0.00% Add +5.7% 58,969 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +39.4% 57,741 $2.1M
Allianz SE 0.05% No change 56,800 $2.1M
Wolverine Trading, LLC 0.05% Add +229.7% 58,443 $2.1M
Pinkerton Wealth, LLC 0.24% New 56,040 $2.0M
Coldstream Capital Management Inc. 0.03% Add +712.1% 55,648 $2.0M
Humankind Investments LLC 0.48% Reduce -50.3% 53,757 $2.0M
Massar Capital Management, LP 1.45% New 52,800 $1.9M
SG Americas Securities, LLC 0.01% Reduce -26.2% 52,760 $1.9M
Utah Retirement Systems 0.02% Reduce -1.0% 52,400 $1.9M
UniSuper Management Pty Ltd 0.01% Reduce -19.1% 52,201 $1.9M
Independent Financial Group, LLC 0.05% Reduce -12.5% 51,825 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -2.8% 51,702 $1.9M
Empowered Funds, LLC 0.02% Reduce -4.9% 51,508 $1.9M
Axq Capital, LP 0.59% New 50,468 $1.8M
APG Asset Management N.V. 0.01% Reduce -72.3% 57,784 $1.8M
Assenagon Asset Management S.A. 0.00% Reduce -86.5% 49,108 $1.8M
Nkcfo LLC 0.75% New 49,100 $1.8M
Glenorchy Capital Ltd 1.27% Reduce -0.4% 47,433 $1.7M
CI Investments Inc. 0.01% Reduce -25.6% 47,264 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -1.3% 47,161 $1.7M
Point72 Asia (Singapore) Pte. Ltd. 0.30% Reduce -28.5% 46,994 $1.7M
Macquarie Group Ltd. 0.00% Reduce -14.9% 46,780 $1.7M
Jackson Creek Investment Advisors LLC 0.45% Add +58.2% 45,400 $1.7M
Tower Research Capital LLC (TRC) 0.04% Add +107.5% 45,189 $1.6M
Keybank National Association 0.01% Add +164.5% 44,496 $1.6M
Neuberger Berman Group LLC 0.00% Add +89.6% 44,397 $1.6M
Convergence Investment Partners, LLC 0.41% New 43,803 $1.6M
Genus Capital Management Inc. 0.21% New 43,800 $1.6M
Marco Investment Management LLC 0.13% Add +1.6% 43,650 $1.6M
Generali Asset Management SPA SGR 0.04% Reduce -36.8% 43,420 $1.6M
US Bancorp \de 0.00% Add +204.1% 43,080 $1.6M
Madison Asset Management, LLC 0.02% New 41,720 $1.5M
AlphaQuest LLC 0.15% Add +457.1% 41,586 $1.5M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.6% 40,640 $1.5M
CIBC Asset Management Inc 0.00% Reduce -9.0% 40,437 $1.5M
CastleKnight Management LP 0.10% Add +101.0% 40,000 $1.5M
Guggenheim Capital LLC 0.01% Reduce -27.9% 39,932 $1.5M
Graham Capital Management, L.P. 0.04% Add +294.4% 38,635 $1.4M
State of Tennessee, Department of Treasury 0.01% Reduce -4.4% 38,624 $1.4M
Blair William & Co. 0.00% Add +3.9% 38,455 $1.4M
Group One Trading LLC 0.05% Add +28.0% 38,186 $1.4M
Polianta Ltd 0.58% New 37,200 $1.4M
Creative Planning 0.00% Add +39.6% 36,851 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -1.5% 36,375 $1.3M
Horizon Investments, LLC 0.02% Add +691.9% 36,237 $1.3M
Concentric Capital Strategies, LP 0.07% New 36,165 $1.3M
DoubleLine ETF Adviser LP 0.42% New 35,749 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -4.3% 35,624 $1.3M
Magnetar Financial LLC 0.01% New 35,517 $1.3M
Cwm, LLC 0.00% Add +117.6% 35,118 $1.3M
PKO BP BANKOWY Universal Pension Society JSC 0.88% No change 35,000 $1.3M
Verity Asset Management, Inc. 0.61% Add +6.9% 34,844 $1.3M
Metis Global Partners, LLC 0.03% Add +23.8% 34,841 $1.3M
Ancora Advisors LLC 0.03% Reduce -14.6% 34,363 $1.3M
Orion Resource Partners LP 0.23% New 34,143 $1.2M
Quinn Opportunity Partners LLC 0.11% No change 34,040 $1.2M
Captrust Financial Advisors 0.00% Add +134.9% 33,780 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +64.6% 33,503 $1.2M
Murphy Pohlad Asset Management LLC 0.51% Add +1.8% 33,275 $1.2M
Hourglass Capital, LLC 0.30% Reduce -39.9% 33,100 $1.2M
Parallax Volatility Advisers, L.P. 0.06% New 33,053 $1.2M
Sterling Capital Management LLC 0.02% Add +86.0% 32,702 $1.2M
Public Employees Retirement Association of Colorado 0.00% No change 32,648 $1.2M
WINTON GROUP Ltd 0.06% Reduce -30.9% 32,152 $1.2M
Triasima Portfolio Management inc. 0.21% Add +54.5% 32,065 $1.2M
Mairs & Power Inc. 0.01% Add +3.3% 31,280 $1.1M
Kestra Advisory Services, LLC 0.01% Add +10.3% 31,233 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -49.2% 31,198 $1.1M
Versor Investments LP 0.20% New 31,100 $1.1M
Boothbay Fund Management, LLC 0.04% New 30,618 $1.1M
Whalen Wealth Management Inc. 0.67% New 29,475 $1.1M
Occudo Quantitative Strategies LP 0.12% New 29,267 $1.1M
Merit Financial Group, LLC 0.01% Add +27.0% 29,183 $1.1M
Twinbeech Capital LP 0.02% Reduce -95.7% 29,018 $1.1M
Quarry LP 0.26% New 28,975 $1.1M
AIA Group Ltd 0.02% Reduce -41.8% 28,353 $1.0M
Moran Wealth Management, LLC 0.03% Reduce -4.4% 28,232 $1.0M
Calamos Wealth Management LLC 0.04% New 27,957 $1.0M
Unison Advisors LLC 0.11% Add +0.9% 27,868 $1.0M
Bridgefront Capital, LLC 0.27% Add +48.3% 27,631 $1.0M
Man Group plc 0.00% Reduce -78.5% 27,608 $1.0M
Lazard Asset Management LLC 0.00% New 27,661 $1.0M
Oregon Public Employees Retirement Fund 0.02% Add +0.4% 27,346 $998K
Ion Asset Management Ltd. 0.06% New 27,150 $990K
Rafferty Asset Management, LLC 0.00% Add +22.8% 26,885 $981K
Aberdeen Group plc 0.00% Add +4.3% 26,579 $970K
Vident Advisory, LLC 0.01% Reduce -0.4% 25,888 $944K
NEOS Investment Management LLC 0.01% Add +26.4% 25,636 $935K
Pacer Advisors, Inc. 0.00% Reduce -38.5% 25,533 $931K
Joule Financial, LLC 0.30% Add +0.2% 25,372 $926K
Vinva Investment Management Ltd 0.02% New 17,035 $922K
Cadence Wealth Management LLC 0.61% Add +8.1% 25,134 $917K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.47% Add +525.0% 25,000 $912K
Recurrent Investment Advisors LLC 0.07% No change 24,957 $910K
Cetera Investment Advisers 0.00% Add +6.5% 24,907 $909K
Teachers Retirement System of the State of Kentucky 0.01% Add +1.5% 24,845 $906K
Revisor Wealth Management LLC 0.32% No change 24,680 $887K
Stoneridge Investment Partners LLC 0.66% Reduce -55.6% 24,052 $877K
Headinvest, LLC 0.19% No change 24,000 $876K
Cibc World Market Inc. 0.00% Reduce -37.9% 23,824 $869K
Fifth Third Bancorp 0.00% Add +13.3% 23,799 $868K
Candriam S.C.A. 0.01% New 23,702 $865K
Windmill Hill Asset Management Ltd 0.23% No change 23,208 $847K
Abundance Wealth Counselors 0.15% Add +1.9% 22,777 $827K
M&T Bank Corp 0.00% Add +4.4% 22,380 $816K
Corient Private Wealth LP 0.00% Add +39.1% 22,256 $812K
Vontobel Holding Ltd. 0.00% Reduce -5.7% 22,207 $810K
Everstar Asset Management, LLC 0.49% New 22,098 $806K
Mizuho Securities USA LLC 0.02% — 21,920 $800K
Stephens Inc. 0.01% New 21,890 $799K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.1% 21,860 $797K
Mercer Global Advisors Inc. 0.00% Add +61.0% 21,842 $797K
Contravisory Investment Management, Inc. 0.16% New 21,829 $796K
Daiwa Securities Group Inc. 0.00% Add +11.2% 21,721 $792K
Leonteq Securities AG 0.05% Reduce -43.4% 21,537 $786K
Adams Natural Resources Fund, Inc. 0.12% Reduce -6.2% 21,201 $773K
Sylvest Advisors, LLC 0.44% Add +19.8% 20,992 $766K
Savant Capital, LLC 0.01% Add +39.2% 20,980 $765K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 20,978 $765K
Panagora Asset Management Inc. 0.00% New 20,792 $758K
Ceeto Capital Group, LLC 0.25% No change 20,000 $730K
Rockefeller Capital Management L.P. 0.00% Add +31.3% 20,003 $730K
GAMMA Investing LLC 0.05% Add +18.4% 19,746 $720K
Hartford Investment Management Co. 0.02% Reduce -0.8% 19,229 $701K
SouthState Bank Corp 0.03% Reduce -5.0% 19,209 $701K
Advisory Services Network, LLC 0.01% Add +106.0% 19,437 $700K
FORA Capital, LLC 0.08% Reduce -68.6% 19,090 $696K
True Freedom Investing, LLC 0.27% — 18,998 $693K
Ossiam 0.01% New 18,637 $680K
Cary Street Partners Financial LLC 0.02% Add +3.7% 18,484 $674K
1834 Investment Advisors Co. 0.08% Reduce -0.5% 18,305 $668K
USA Financial Formulas 0.11% New 18,257 $666K
Greenleaf Trust 0.01% Add +15.2% 18,161 $663K
Caption Management, LLC 0.06% Reduce -50.0% 18,000 $657K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.3% 17,675 $650K
Amova Asset Management Americas, Inc. 0.01% Add +0.2% 17,816 $650K
111 Capital 0.11% New 17,742 $647K
Swiss Life Asset Management Ltd 0.00% Add +22.8% 17,692 $645K
Fruth Investment Management 0.17% Reduce -8.4% 17,550 $640K
Machina Capital S.A.S. 0.13% New 17,521 $639K
180 Wealth Advisors, LLC 0.09% Reduce -6.9% 17,004 $620K
Delta Capital Management LLC 0.35% Reduce -2.8% 16,990 $620K
United Capital Financial Advisors, LLC 0.01% Add +62.2% 16,807 $613K
Louisiana State Employees Retirement System 0.01% Reduce -2.3% 16,700 $609K
Caxton Associates LLP 0.02% Reduce -85.0% 16,646 $607K
Securian Asset Management, Inc. 0.02% Reduce -1.2% 16,525 $603K
Sustainable Insight Capital Management, LLC 0.27% New 16,500 $602K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +70.9% 16,487 $601K
Norinchukin Bank, The 0.01% Reduce -7.4% 16,296 $594K
Shufro Rose & Co. LLC 0.05% No change 21,700 $586K
Blue Capital, Inc. 0.41% — 16,000 $584K
CoreCommodity Management, LLC 0.10% Reduce -67.8% 15,890 $580K
Moors & Cabot, Inc. 0.03% Reduce -13.4% 15,445 $563K
Ballentine Partners, LLC 0.01% Add +34.8% 15,317 $559K
Uncommon Cents Investing LLC 0.15% Add +5.1% 15,235 $556K
West Michigan Advisors, LLC 0.16% New 15,230 $556K
Cim Investment Management Inc. 0.11% Reduce -0.4% 15,141 $552K
Maryland State Retirement & Pension System 0.01% No change 14,952 $545K
New Mexico Educational Retirement Board 0.02% No change 14,850 $542K
Robeco Institutional Asset Management B.V. 0.00% No change 14,795 $540K
Credit Industriel Et Commercial 0.11% Reduce -73.0% 14,476 $528K
Jump Financial, LLC 0.01% Reduce -95.5% 14,392 $525K
Garner Asset Management Corp 0.24% Reduce -33.0% 14,258 $520K
Steward Partners Investment Advisory, LLC 0.00% Reduce -12.5% 14,225 $519K
Twin Capital Management Inc. 0.05% Reduce -3.7% 14,052 $513K
Poehling Capital Management, INC. 0.12% Add +1.4% 14,050 $513K
Nomura Asset Management Co. Ltd. 0.00% Add +7.7% 13,848 $505K
Belpointe Asset Management LLC 0.02% New 13,723 $501K
OMERS ADMINISTRATION Corp 0.00% No change 13,578 $495K
Meixler Investment Management, Ltd. 0.34% Reduce -17.7% 13,495 $492K
Diversified Trust Co. 0.01% New 13,454 $491K
Ethic Inc. 0.01% Reduce -44.6% 13,723 $485K
Oxford Asset Management LLP 0.16% New 12,999 $474K
Northwestern Mutual Wealth Management Co. 0.00% Add +78.3% 12,843 $469K
Cambria Investment Management, L.P. 0.03% Reduce -96.2% 12,714 $464K
Quadrant Capital Group LLC 0.02% Add +4.5% 12,581 $459K
Tritonpoint Wealth, LLC 0.04% Add +0.2% 12,420 $453K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -19.5% 12,345 $450K
Empirical Finance, LLC 0.02% Add +0.6% 12,327 $450K
Sit Investment Associates Inc. 0.01% No change 12,275 $448K
TD Waterhouse Canada Inc. 0.00% Add +2.8% 12,149 $447K
Marble Harbor Investment Counsel, LLC 0.05% No change 12,195 $445K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.6% 12,033 $439K
Erste Asset Management GmbH 0.00% Add +0.0% 12,417 $437K
Compound Planning, Inc. 0.02% New 11,842 $432K
Wexford Capital LP 0.12% New 11,700 $427K
Systematic Alpha Investments, LLC 0.02% No change 11,633 $424K
Glenmede Investment Management, LP 0.00% — 11,277 $411K
HM Payson & Co. 0.01% No change 11,200 $409K
Legacy Capital Group California, Inc. 0.11% Add +23.2% 11,034 $403K
Lansing Street Advisors 0.12% New 10,997 $401K
MAI Capital Management 0.00% Reduce -1.1% 10,978 $400K
Neo Ivy Capital Management 0.13% New 10,937 $399K
EverSource Wealth Advisors, LLC 0.02% Add +5.1% 10,934 $399K
Intellectus Partners, LLC 0.09% Reduce -19.0% 10,900 $398K
Gsa Capital Partners LLP 0.03% New 10,804 $394K
Farther Finance Advisors, LLC 0.01% Add +130.1% 10,774 $393K
Accredited Investors Inc. 0.02% Reduce -58.3% 10,624 $388K
Asset Management One Co., Ltd. 0.00% Reduce -21.1% 10,498 $383K
Fox Run Management, L.L.C. 0.06% Reduce -67.4% 10,488 $383K
Praxis Investment Management Inc. 0.02% No change 10,480 $382K
Investors Research Corp 0.07% Reduce -2.8% 10,375 $378K
Wilmington Savings Fund Society, FSB 0.01% Add +138.1% 10,280 $375K
Integrated Investment Consultants, LLC 0.07% No change 10,262 $374K
Groupama Asset Managment 0.01% Reduce -76.3% 10,525 $372K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 10,120 $369K
Plan A Wealth LLC 0.21% New 10,001 $365K
HighTower Advisors, LLC 0.00% Reduce -47.6% 9,518 $347K
Forum Financial Management, LP 0.01% Add +0.3% 9,426 $344K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% Reduce -9.7% 9,233 $338K
Intech Investment Management LLC 0.00% New 9,193 $335K
MBB Public Markets I LLC 0.04% Reduce -18.5% 9,172 $335K
QRG Capital Management, Inc. 0.00% Add +14.7% 8,573 $313K
GTS Securities LLC 0.01% New 8,468 $309K
Cardinal Point Capital Management ULC 0.02% New 8,375 $306K
Ridgewood Investments LLC 0.13% Reduce -72.1% 8,335 $304K
TRUE Private Wealth Advisors 0.03% No change 8,320 $304K
Evergreen Capital Management LLC 0.01% New 8,203 $299K
Sanctuary Advisors, LLC 0.00% New 8,202 $299K
Applied Finance Capital Management, LLC 0.02% Add +6.1% 8,196 $299K
Cidel Asset Management Inc. 0.02% No change 8,163 $298K
Profund Advisors LLC 0.01% Add +0.5% 8,116 $296K
State of Wyoming 0.04% New 7,992 $292K
Yeomans Consulting Group, Inc. 0.12% New 7,902 $291K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 7,950 $290K
Nomura Holdings Inc. 0.00% Reduce -20.7% 7,945 $290K
Paragon Capital Management Ltd 0.05% Reduce -0.3% 7,882 $288K
PFG Investments, LLC 0.02% Reduce -1.5% 7,852 $286K
Mgo One Seven LLC 0.01% New 7,827 $286K
CMC Financial Group 0.65% New 7,813 $285K
Focus Partners Advisor Solutions, LLC 0.00% New 7,625 $278K
Brighton Jones LLC 0.01% New 7,580 $277K
Patton Fund Management, Inc. 0.06% New 7,562 $276K
DLD Asset Management, LP 0.13% New 7,430 $271K
Probity Advisors, Inc. 0.05% Reduce -17.3% 7,291 $266K
Avantax Advisory Services, Inc. 0.00% New 7,213 $263K
Integrated Wealth Concepts LLC 0.00% New 7,097 $259K
PACK Private Wealth, LLC 0.14% New 7,092 $259K
Aptus Capital Advisors, LLC 0.00% New 7,063 $258K
Mufg Securities Americas Inc. 0.02% Add +25.0% 7,030 $256K
V-Square Quantitative Management LLC 0.03% Reduce -27.2% 7,025 $256K
Csenge Advisory Group 0.01% Reduce -4.7% 7,088 $256K
Lincoln Capital Corp. 0.10% Reduce -30.0% 7,000 $255K
360 Financial, Inc. 0.08% New 7,000 $255K
HB Wealth Management, LLC 0.00% New 6,906 $252K
SVB Wealth LLC 0.01% Reduce -27.9% 6,897 $252K
MML Investors Services, LLC 0.00% New 6,737 $246K
Jones Financial Companies LLLP 0.00% Add +26.9% 6,961 $246K
Headlands Technologies LLC 0.03% Add +155.4% 6,727 $245K
ArchPoint Investors 0.07% New 6,690 $244K
Polymer Capital Management (US) LLC 0.04% New 6,686 $244K
Private Advisor Group, LLC 0.00% New 6,584 $240K
CreativeOne Wealth, LLC 0.01% Reduce -27.7% 6,522 $238K
Tocqueville Asset Management L.P. 0.00% New 6,500 $237K
Petrus Trust Company, LTA 0.02% New 6,433 $235K
&partners 0.00% New 6,379 $234K
Citizens Financial Group Inc. 0.00% New 6,397 $233K
Danske Bank A/S 0.00% Add +90.9% 6,300 $230K
Sapient Capital LLC 0.00% Reduce -18.0% 6,254 $228K
Baird Financial Group, Inc. 0.00% New 6,141 $224K
Callan Family Office, LLC 0.01% New 6,118 $223K
Dorsey & Whitney Trust CO LLC 0.01% New 6,055 $221K
Composition Wealth, LLC 0.00% New 6,025 $220K
Hunter Associates Investment Management LLC 0.03% New 6,000 $219K
Gateway Wealth Partners, LLC 0.04% New 5,900 $215K
Blackhawk Capital Partners, LLC 0.10% Reduce -60.5% 5,849 $213K
DRW Securities, LLC 0.01% Reduce -96.1% 5,805 $212K
Towne Trust Company, N.A 0.07% No change 5,800 $212K
TCFG Wealth Management, LLC 0.10% New 5,775 $211K
John G Ullman & Associates Inc. 0.03% New 5,750 $210K
Vise Technologies, Inc. 0.01% — 5,716 $209K
PharVision Advisers, LLC 0.30% New 5,705 $208K
Teza Capital Management LLC 0.15% New 5,620 $205K
AMG National Trust Bank 0.01% New 5,502 $201K
Parallel Advisors, LLC 0.00% Reduce -14.2% 5,304 $193K
CX Institutional 0.01% Reduce -36.8% 5,288 $193K
Signaturefd, LLC 0.00% Add +39.6% 4,972 $181K
Virtus Investment Advisers, LLC 0.06% Reduce -24.2% 4,721 $172K
CVA Family Office, LLC 0.02% Add +25.2% 4,569 $167K
Canada Post Corp Registered Pension Plan 0.01% New 4,229 $154K
Exchange Traded Concepts, LLC 0.00% Reduce -28.7% 3,856 $141K
Dauntless Investment Group, LLC 0.61% Reduce -87.2% 3,587 $131K
Raiffeisen Bank International AG 0.00% No change 3,577 $130K
Strengthening Families & Communities, LLC 0.07% Reduce -11.5% 3,724 $129K
Resona Asset Management Co.,Ltd. 0.00% Add +19.4% 3,657 $129K
CIBC Private Wealth Group LLC 0.00% Add +5.0% 3,219 $117K
Ameritas Investment Partners, Inc. 0.00% Reduce -7.9% 3,114 $114K
Fulcrum Asset Management LLP 0.03% — 3,011 $110K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,000 $109K
IFP Advisors, Inc 0.00% Add +242.3% 2,954 $108K
Huntington National Bank 0.00% Add +11.0% 2,730 $100K
Private Wealth Asset Management, LLC 0.01% Reduce -0.1% 2,466 $90K
Johnson Financial Group, Inc. 0.00% Reduce -43.7% 2,451 $89K
NFSG Corp 0.01% Reduce -60.4% 2,102 $77K
UMB Bank, n.a. 0.00% Add +25.7% 1,893 $69K
Elevation Point Wealth Partners, LLC 0.01% New 1,813 $66K
Allworth Financial LP 0.00% Add +61.2% 1,712 $62K
Kimelman & Baird, LLC 0.01% No change 1,700 $62K
Deseret Mutual Benefit Administrators 0.03% No change 1,699 $62K
Ameritas Advisory Services, LLC 0.00% New 1,687 $62K
AdvisorNet Financial, Inc 0.00% Reduce -15.8% 1,570 $57K
Parkside Financial Bank & Trust 0.01% Add +59.1% 1,548 $56K
Pflug Koory, LLC 0.03% No change 1,460 $53K
Geneos Wealth Management Inc. 0.00% Add +51.4% 1,447 $53K
GeoWealth Management, LLC 0.00% New 1,381 $50K
Brooklyn Investment Group 0.01% Add +319.7% 1,322 $48K
Bollard Group LLC 0.00% Add +0.6% 1,227 $45K
ORG Partners LLC 0.01% Add +712.0% 1,218 $45K
Principal Securities, Inc. 0.00% Add +103.2% 1,201 $44K
TD Private Client Wealth LLC 0.00% Add +6.2% 1,063 $39K
Grove Bank & Trust 0.00% Add +88.8% 1,008 $37K
Chelsea Counsel Co. 0.02% No change 1,000 $36K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $36K
SBI Securities Co., Ltd. 0.00% Reduce -85.6% 989 $36K
Cary Street Partners Investment Advisory LLC 0.02% Add +39.6% 962 $35K
Hollencrest Capital Management 0.00% Add +261.9% 959 $35K
MUFG Securities EMEA plc 0.00% New 936 $34K
Sentry Investment Management LLC 0.02% No change 924 $34K
Cromwell Holdings LLC 0.02% Add +29.2% 881 $32K
CoreCap Advisors, LLC 0.00% No change 854 $31K
CYBER HORNET ETFs LLC 0.02% New 863 $31K
Reyes Financial Architecture, Inc. 0.03% New 844 $31K
Sierra Ocean, LLC 0.02% Add +14.0% 788 $29K
Rexford Capital Inc. 0.02% — 761 $28K
DT Investment Partners, LLC 0.00% No change 759 $28K
Blue Trust, Inc. 0.00% Add +8.0% 753 $27K
Foster Dykema Cabot & Partners, LLC 0.00% No change 750 $27K
Rothschild Investment LLC 0.00% Add +650.0% 750 $27K
Essential Partners LLC 0.01% — 716 $26K
Bessemer Group Inc. 0.00% Add +31.8% 697 $26K
Armstrong Advisory Group, Inc. 0.00% Reduce -19.8% 711 $26K
Bangor Savings Bank 0.00% New 700 $26K
Smartleaf Asset Management LLC 0.00% Reduce -32.4% 720 $25K
First Horizon Advisors, Inc. 0.00% Add +172.5% 684 $25K
Zions Bancorporation, National Association 0.00% Add +1475.6% 646 $24K
Private Trust Co. NA 0.00% Add +28.2% 645 $24K
TCTC Holdings, LLC 0.00% No change 645 $24K
Capital Advisors, Ltd. LLC 0.00% Reduce -26.5% 642 $23K
Hantz Financial Services, Inc. 0.00% Add +400.0% 605 $22K
CENTRAL TRUST Co 0.00% No change 598 $22K
Lanark Financial, Inc. 0.00% Reduce -40.8% 580 $21K
Anchor Investment Management, LLC 0.00% New 550 $20K
Manchester Capital Management LLC 0.00% Add +1.3% 538 $20K
JNBA Financial Advisors 0.00% No change 500 $18K
Harbour Investments, Inc. 0.00% Add +6.5% 476 $17K
Sound Income Strategies, LLC 0.00% Add +513.2% 466 $17K
WPG Advisers, LLC 0.01% Add +22.2% 462 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.6% 450 $16K
Hara Capital LLC 0.01% No change 445 $16K
Covestor Ltd 0.01% Add +0.8% 363 $13K
Versant Capital Management, Inc 0.00% Add +12.9% 342 $12K
Brown Brothers Harriman & Co. 0.00% Add +1000.0% 330 $12K
Ogorek Anthony Joseph /NY/ 0.00% No change 348 $12K
Hemington Wealth Management 0.00% Add +139.4% 340 $12K
Roxbury Financial LLC 0.01% Add +1.6% 324 $12K
JFS Wealth Advisors, LLC 0.00% No change 317 $12K
Global Retirement Partners, LLC 0.00% — 316 $12K
Princeton Global Asset Management LLC 0.00% New 314 $11K
Maseco LLP 0.00% — 309 $11K
CSS LLC 0.00% Reduce -97.4% 308 $11K
Clearstead Advisors, LLC 0.00% Add +18.5% 308 $11K
Evermay Wealth Management LLC 0.00% Add +190.5% 305 $11K
Cape Investment Advisory, Inc. 0.00% Add +0.7% 304 $11K
GW&K Investment Management, LLC 0.00% Add +522.0% 311 $11K
Traub Capital Management LLC 0.01% — 300 $11K
Hilltop National Bank 0.00% — 300 $11K
Banque Pictet & Cie SA 0.00% New 300 $11K
Assetmark, Inc. 0.00% Reduce -98.6% 275 $10K
Rakuten Securities, Inc. 0.00% Reduce -30.6% 259 $9K
Fortitude Family Office, LLC 0.00% Add +63.0% 251 $9K
Aventura Private Wealth, LLC 0.00% No change 250 $9K
Farmers & Merchants Investments Inc. 0.00% No change 247 $9K
Nalls Sherbakoff Group, LLC 0.01% No change 237 $9K
MV Capital Management, Inc. 0.00% Add +0.4% 230 $8K
Spire Wealth Management 0.00% Reduce -44.2% 222 $8K
Pin Oak Investment Advisors Inc. 0.01% Reduce -97.6% 300 $8K
Summit Securities Group LLC 0.00% Reduce -91.0% 214 $8K
Bear Mountain Capital, Inc. 0.00% No change 200 $7K
Centerpoint Advisors, LLC 0.00% No change 200 $7K
Pinnacle Bancorp, Inc. 0.00% No change 179 $7K
LRI Investments, LLC 0.00% New 173 $6K
Physician Wealth Advisors, Inc. 0.00% New 170 $6K
Whittier Trust Co. 0.00% No change 170 $6K
First Command Advisory Services, Inc. 0.00% No change 163 $6K
Gold Investment Management Ltd. 0.00% No change 146 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 171 $5K
Arax Advisory Partners 0.00% Reduce -15.3% 144 $5K
Strategic Investment Solutions, Inc. 0.00% No change 140 $5K
Avion Wealth 0.00% Add +35.0% 158 $5K
Bell Investment Advisors, Inc 0.00% Reduce -13.0% 134 $5K
Clearstead Trust, LLC 0.00% Add +39.4% 131 $5K
Curat Global, LLC 0.00% No change 115 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 112 $4K
TFC Financial Management, Inc. 0.00% Add +980.0% 108 $4K
Atlantic Union Bankshares Corp 0.00% New 100 $4K
Costello Asset Management, INC 0.00% No change 100 $4K
City State Bank 0.00% No change 100 $4K
Truvestments Capital LLC 0.00% New 100 $4K
Delta Asset Management LLC 0.00% New 100 $4K
Sachetta, LLC 0.00% Add +110.9% 97 $4K
Creative Financial Designs Inc. 0.00% No change 96 $4K
Painted Porch Advisors LLC 0.00% No change 90 $3K
Binnacle Investments Inc 0.00% No change 89 $3K
HighMark Wealth Management LLC 0.00% Add +1.2% 84 $3K
Activest Wealth Management 0.00% Add +0.0% 77 $3K
Valued Wealth Advisors LLC 0.00% No change 68 $2K
Howard Hughes Medical Institute 0.00% New 68 $2K
Rialto Wealth Management, LLC 0.00% Add +210.0% 62 $2K
Private Wealth Management Group, LLC 0.00% No change 57 $2K
Quintet Private Bank (Europe) S.A. 0.00% New 54 $2K
Raffa Wealth Management, LLC 0.00% No change 50 $2K
Key Financial Inc 0.00% No change 49 $2K
Rise Advisors, LLC 0.00% Reduce -17.2% 48 $2K
Total Investment Management Inc. 0.00% New 43 $2K
True Wealth Design, LLC 0.00% Add +223.1% 42 $2K
Bfsg, LLC 0.00% No change 39 $1K
Whipplewood Advisors, LLC 0.00% Reduce -50.0% 38 $1K
Colonial Trust Co / SC 0.00% Add +925.0% 41 $1K
Trifecta Capital Advisors, LLC 0.00% New 36 $1K
Whittier Trust Co. of Nevada Inc. 0.00% No change 36 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +52.2% 35 $1K
DecisionPoint Financial, LLC 0.00% New 34 $1K
WealthTrak Capital Management LLC 0.00% Add +200.0% 30 $1K
Principia Wealth Advisory, LLC 0.00% Add +45.0% 29 $1K
Global Wealth Strategies & Associates 0.00% No change 29 $1K
Tortoise Investment Management, LLC 0.00% New 28 $1K
Bruce G. Allen Investments, LLC 0.00% Add +44.4% 26 $948
Colonial Trust Advisors 0.00% No change 25 $912
Kayne Anderson Rudnick Investment Management LLC 0.00% New 24 $876
Bogart Wealth, LLC 0.00% No change 22 $803
Marshall & Sterling Wealth Advisors Inc. 0.00% New 21 $736
Kiker Wealth Management, LLC 0.00% No change 20 $730
Kilter Group LLC 0.00% New 20 $730
Quaker Wealth Management, LLC 0.00% — 20 $730
Concord Wealth Partners 0.00% No change 20 $730
SJS Investment Consulting Inc. 0.00% Add +46.1% 19 $694
HFM Investment Advisors, LLC 0.00% Add +216.7% 19 $693
Bay Harbor Wealth Management, LLC 0.00% Add +171.4% 19 $693
Financial Management Professionals, Inc. 0.00% No change 16 $584
Dunhill Financial, LLC 0.00% Reduce -77.3% 15 $548
Clark Wealth Partners 0.00% Reduce -12.5% 14 $511
Cornerstone Planning Group LLC 0.00% Add +50.0% 12 $428
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 11 $402
Parkworth Wealth Management, Inc. 0.00% New 11 $401
Breakwater Investment Management 0.00% No change 8 $292
Stephens Consulting, LLC 0.00% New 7 $256
Distillate Capital Partners LLC 0.00% No change 7 $255
LGT Financial Advisors LLC 0.00% New 6 $220
American Capital Advisory, LLC 0.00% New 5 $183
Garde Capital, Inc. 0.00% No change 5 $183
Nvwm, LLC 0.00% New 5 $182
Larson Financial Group LLC 0.00% Reduce -68.8% 5 $182
Harbor Investment Advisory, LLC 0.00% No change 4 $157
Highline Wealth Partners LLC 0.00% No change 4 $146
SOA Wealth Advisors, LLC. 0.00% No change 2 $79
Inlight Wealth Management, LLC 0.00% Reduce -100.0% 2 $73
Transamerica Financial Advisors, LLC 0.00% No change 2 $42
Crowley Wealth Management, Inc. 0.00% No change 150 $0

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