The MosaicMOS

13F holders, Q4 2025 (December 31)
658holders −56
80new positions
154sold out
9famous investors
$24.10avg. 13F price*

At the end of Q4 2025, 658 institutions reported holding The Mosaic Co. (MOS) in their 13F filings, down 56 from Q3 2025. 80 opened new positions and 154 sold out. The largest holders were FMR LLC ($965.1M), Vanguard Group Inc. ($942.5M) and BlackRock, Inc. ($585.6M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and John W. Rogers Jr. (0.0% of Ariel Investments'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions80$195.4M
Exits154$275.8M

All 13F filers, Q3 2025 → Q4 2025: 36,496,747 shares bought and 45,473,812 shares sold, net −8,977,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 658 holders

FMR LLC 0.05% Add +8.3% 40,061,882 $965.1M
Vanguard Group Inc. 0.01% Add +1.2% 39,123,171 $942.5M
BlackRock, Inc. 0.01% Reduce -5.3% 24,308,826 $585.6M
Dimensional Fund Advisors LP 0.07% Add +6.6% 13,407,136 $323.0M
State Street Corp. 0.01% Add +1.9% 13,174,708 $317.4M
Invesco Ltd. 0.03% Add +28.9% 11,840,398 $285.2M
Geode Capital Management, LLC 0.01% Add +0.8% 8,479,395 $203.9M
AQR Capital Management 0.10% Reduce -8.1% 7,759,651 $186.9M
Goldman Sachs Group Inc. 0.02% Add +84.0% 5,739,237 $138.3M
Morgan Stanley 0.01% Reduce -4.8% 4,955,715 $119.4M
Northern Trust Corp. 0.01% Add +3.0% 4,834,182 $116.5M
Donald Smith & Co., Inc. 2.09% Add +25.2% 4,622,405 $111.4M
Norges Bank 0.01% — 4,280,977 $103.1M
Bank of New York Mellon Corp 0.02% Reduce -46.6% 4,111,009 $99.0M
Charles Schwab Investment Management Inc. 0.01% Add +2.6% 3,795,475 $91.4M
Squarepoint Ops LLC 0.18% Add +76.0% 3,641,860 $87.7M
D. E. Shaw & Co. 0.06% Reduce -33.2% 3,014,612 $72.6M
Thompson Siegel & Walmsley LLC 1.21% Add +35.8% 2,978,232 $71.7M
Victory Capital Management Inc. 0.04% Add +65.3% 2,730,570 $65.8M
Deutsche Bank AG 0.02% Reduce -23.7% 2,473,994 $59.6M
Bank of America Corp. 0.00% Reduce -40.0% 2,316,249 $55.8M
Allianz Asset Management GmbH 0.06% Add +4.8% 2,279,462 $54.9M
UBS Group AG 0.01% Reduce -18.4% 2,207,033 $53.2M
Citadel Advisors 0.04% Add +157.8% 2,157,938 $52.0M
Caisse de depot et placement du Quebec 0.08% Add +2.2% 2,021,454 $48.7M
LSV Asset Management 0.08% Reduce -16.4% 1,597,790 $38.5M
T. Rowe Price Associates Inc. 0.00% Reduce -3.6% 1,543,885 $37.2M
Amundi 0.01% Reduce -45.6% 1,460,721 $35.2M
Wellington Management Group LLP 0.01% Add +6.8% 1,443,298 $34.8M
Randolph Co Inc 3.19% New 1,380,833 $33.3M
Nuveen, LLC 0.01% Add +11.3% 1,377,157 $33.2M
Raymond James Financial Inc. 0.01% Add +25.6% 1,371,029 $33.0M
Millennium Management 0.02% Add +125.4% 1,338,041 $32.2M
Van Eck Associates Corp. 0.03% Reduce -15.8% 1,251,927 $30.2M
Pine Valley Investments Ltd Liability Co 1.43% Add +301.3% 1,187,466 $28.6M
BNP Paribas Financial Markets 0.02% Add +9.6% 1,148,996 $27.7M
Barclays PLC 0.01% Reduce -34.2% 1,056,596 $25.5M
HRT Financial LP 0.08% Add +3841.2% 1,052,661 $25.4M
Russell Investments Group, Ltd. 0.03% Reduce -16.0% 1,022,877 $24.6M
HSBC Holdings PLC 0.01% Add +62.7% 1,014,987 $24.6M
Storebrand Asset Management As 0.07% Reduce -36.5% 1,015,900 $24.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +2.2% 1,000,346 $24.1M
S&co Inc. 1.46% Reduce -9.5% 973,872 $23.5M
JPMorgan Chase & Co. 0.00% Reduce -43.5% 957,205 $23.1M
GMT Capital Corp 1.19% Reduce -58.5% 945,600 $22.8M
Susquehanna International Group, LLP 0.03% Add +174.3% 929,478 $22.4M
Arrowstreet Capital, Limited Partnership 0.01% New 920,047 $22.2M
Ninety One UK Ltd 0.04% Add +30.8% 855,286 $20.6M
Aegis Financial Corp. 4.90% New 853,638 $20.6M
Terril Brothers, Inc. 4.82% Add +347.2% 761,960 $18.4M
Citigroup Inc. 0.01% Add +142.8% 756,647 $18.2M
SG Americas Securities, LLC 0.02% Add +764.2% 734,482 $17.7M
Ceredex Value Advisors LLC 0.53% New 733,551 $17.7M
Woodline Partners LP 0.07% Add +64.9% 732,290 $17.6M
Legal & General Group Plc 0.00% Reduce -0.9% 714,051 $17.2M
Qube Research & Technologies Ltd 0.02% Add +431.7% 707,343 $17.0M
Managed Asset Portfolios, LLC 2.04% Add +0.8% 701,113 $16.9M
Sei Investments Co. 0.02% Add +34.1% 698,913 $16.8M
Voloridge Investment Management, LLC 0.06% Reduce -68.0% 692,145 $16.7M
Bank of Montreal 0.01% Reduce -10.5% 684,257 $16.5M
Invenomic Capital Management LP 0.79% New 678,234 $16.3M
Point72 Asset Management 0.03% Reduce -41.2% 666,965 $16.1M
Weiss Asset Management LP 0.28% New 654,408 $15.8M
Foundation Resource Management Inc. 2.10% Add +1.3% 651,468 $15.7M
MetLife Investment Management, LLC 0.08% Reduce -0.3% 647,713 $15.6M
Rhumbline Advisers 0.01% Add +4.2% 632,068 $15.2M
Swiss National Bank 0.01% Add +1.7% 625,744 $15.1M
California Public Employees Retirement System 0.01% Reduce -1.1% 592,043 $14.3M
Newport Trust Company, LLC 0.03% Add +2.0% 566,866 $13.7M
Gate City Capital Management, LLC 5.65% Add +157.9% 541,332 $13.0M
Portland Investment Counsel Inc. 3.93% New 541,202 $13.0M
First Trust Advisors LP 0.01% Add +26.9% 535,637 $12.9M
Swedbank AB 0.01% No change 510,983 $12.3M
Janus Henderson Group PLC 0.01% Add +153.2% 509,460 $12.3M
Man Group plc 0.02% Add +257.2% 491,731 $11.8M
Cohen & Steers, Inc. 0.02% Add +15.8% 488,959 $11.8M
LPL Financial LLC 0.00% Add +63.2% 472,631 $11.4M
Goehring & Rozencwajg Associates, LLC 1.08% Add +5.3% 451,046 $10.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +18.4% 415,927 $10.4M
Edmond DE Rothschild Holding S.A. 0.15% Add +16.2% 430,000 $10.4M
Principal Financial Group Inc. 0.01% Add +6.7% 419,199 $10.1M
Empowered Funds, LLC 0.17% Add +1816.0% 410,978 $9.9M
Alliancebernstein L.P. 0.00% Reduce -2.4% 400,051 $9.6M
Wells Fargo & Company 0.00% Add +38.2% 396,703 $9.6M
Algert Global LLC 0.15% Add +1.9% 387,295 $9.3M
Wedge Capital Management L L P 0.16% Add +87.5% 376,905 $9.1M
TD Asset Management Inc 0.01% Add +2.8% 368,079 $8.9M
KBC Group NV 0.02% Add +0.9% 365,133 $8.8M
M&G PLC 0.04% Add +71.0% 348,631 $8.4M
Capital Fund Management S.A. 0.08% New 339,247 $8.2M
Royal Bank of Canada 0.00% Reduce -26.5% 338,562 $8.2M
Jump Financial, LLC 0.11% Reduce -17.1% 324,595 $7.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +10.4% 300,940 $7.3M
Bornite Capital Management LP 0.71% New 300,000 $7.2M
California State Teachers Retirement System 0.01% Reduce -0.1% 299,858 $7.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.7% 297,528 $7.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +400.6% 294,991 $7.1M
New York State Teachers Retirement System 0.01% Reduce -1.1% 287,447 $6.9M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -64.4% 286,520 $6.9M
Truist Financial Corp. 0.01% Reduce -91.3% 283,473 $6.8M
Federated Hermes, Inc. 0.01% Add +0.4% 272,222 $6.6M
Gotham Asset Management 0.02% Reduce -38.3% 269,619 $6.5M
Jennison Associates LLC 0.00% Add +9.5% 267,722 $6.4M
Colrain Capital LLC 3.48% Reduce -5.9% 262,716 $6.3M
Ameriprise Financial Inc. 0.00% Add +20.9% 262,271 $6.3M
State of Wisconsin Investment Board 0.01% Reduce -30.8% 257,404 $6.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +2050.0% 251,224 $6.1M
Carolina Wealth Advisors, LLC 2.56% Reduce -2.0% 238,580 $5.7M
Manufacturers Life Insurance Company, The 0.00% Add +3.6% 237,478 $5.7M
American Century Companies Inc. 0.00% Add +1.2% 237,383 $5.7M
Dayah Capital LLC 3.78% — 233,021 $5.6M
Moore Capital Management, LP 0.12% Reduce -15.8% 231,177 $5.6M
Franklin Resources Inc. 0.00% Reduce -45.5% 230,734 $5.6M
New York State Common Retirement Fund 0.01% Reduce -0.5% 229,554 $5.5M
Focus Partners Wealth 0.01% Add +159.6% 226,555 $5.5M
Two Sigma Investments, LP 0.01% Reduce -90.3% 225,946 $5.4M
Jupiter Asset Management Ltd. 0.04% Reduce -80.6% 215,646 $5.2M
National Bank of Canada 0.01% Reduce -7.2% 207,609 $5.0M
Brandywine Global Investment Management, LLC 0.03% Reduce -1.8% 205,673 $5.0M
DRW Securities, LLC 0.37% New 202,763 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +17.8% 198,225 $4.8M
Engineers Gate Manager LP 0.06% Add +168.8% 197,719 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +43.4% 196,257 $4.7M
IMC-Chicago, LLC 0.08% Add +461.6% 195,207 $4.7M
Trexquant Investment LP 0.04% New 191,096 $4.6M
Live Oak Private Wealth LLC 0.63% Reduce -14.2% 190,810 $4.6M
Oxbow Advisors, LLC 0.41% Add +8.0% 190,470 $4.6M
Prudential Financial Inc. 0.01% Reduce -24.9% 189,048 $4.6M
Pekin Hardy Strauss, Inc. 0.42% Reduce -22.5% 186,250 $4.5M
CenterBook Partners LP 0.20% Add +286.9% 171,428 $4.1M
Bank of Nova Scotia 0.01% Reduce -66.3% 169,376 $4.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +0.1% 166,859 $4.0M
Butensky & Cohen Financial Security, Inc. 1.09% Add +5.0% 166,754 $4.0M
Worldquant Millennium Advisors LLC 0.02% Add +651.0% 166,536 $4.0M
Verition Fund Management LLC 0.02% Reduce -43.5% 165,000 $4.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.6% 160,949 $3.9M
Group One Trading LLC 0.11% Add +3.0% 155,335 $3.7M
Summit Financial, LLC 0.05% Reduce -0.1% 154,708 $3.7M
Ariel Investments 0.04% Reduce -0.9% 147,037 $3.5M
Quantinno Capital Management LP 0.01% Add +7.2% 144,114 $3.5M
Y-Intercept (Hong Kong) Ltd 0.08% New 143,524 $3.5M
State of Tennessee, Department of Treasury 0.01% Reduce -0.7% 123,688 $3.4M
Inspire Trust Co, N.A. 0.55% No change 139,380 $3.4M
Walleye Trading LLC 0.05% Reduce -4.5% 138,014 $3.3M
Bleakley Financial Group, LLC 0.06% Add +1.6% 135,745 $3.3M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -5.0% 132,758 $3.2M
Turas Capital Management LP 1.07% — 132,216 $3.2M
Treasurer of the State of North Carolina 0.01% Reduce -33.2% 132,199 $3.2M
Stifel Financial Corp. 0.00% Add +24.4% 131,385 $3.2M
De Lisle Partners LLP 0.41% No change 130,989 $3.2M
CI Investments Inc. 0.01% Add +63.5% 127,725 $3.1M
Core Alternative Capital 0.85% Reduce -4.0% 127,262 $3.1M
Parallax Volatility Advisers, L.P. 0.11% New 125,367 $3.0M
ProShare Advisors LLC 0.01% Add +57.5% 125,316 $3.0M
Sterling Investment Advisors, Ltd. 0.53% Reduce -11.3% 120,262 $2.9M
Jefferies Financial Group Inc. 0.02% Add +9265.9% 117,074 $2.8M
Lipe & Dalton 1.37% Reduce -3.3% 115,145 $2.8M
Eurizon Capital SGR S.p.A. 0.01% — 115,016 $2.8M
Great Lakes Advisors, LLC 0.02% Reduce -31.4% 114,472 $2.8M
State of New Jersey Common Pension Fund D 0.01% Add +1.8% 113,650 $2.7M
Two Sigma Advisers, LP 0.01% Reduce -96.6% 112,400 $2.7M
Comerica Bank 0.01% Add +53.6% 108,861 $2.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -44.7% 108,699 $2.6M
Mariner, LLC 0.00% Reduce -18.0% 108,283 $2.6M
Brevan Howard Capital Management LP 0.05% Add +7.6% 102,773 $2.5M
Freestone Grove Partners LP 0.02% New 102,510 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -3.4% 102,332 $2.5M
Envestnet Asset Management Inc. 0.00% Reduce -94.6% 101,317 $2.4M
DekaBank Deutsche Girozentrale 0.00% No change 70,314 $2.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -11.1% 96,750 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -10.9% 96,625 $2.3M
Credit Agricole S A 0.01% Reduce -37.2% 96,412 $2.3M
Creative Planning 0.00% Add +3.9% 95,860 $2.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.5% 95,035 $2.3M
Sicart Associates LLC 0.60% Reduce -14.8% 93,440 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -36.1% 86,526 $2.2M
Cwm, LLC 0.01% Reduce -64.2% 89,129 $2.1M
Leonteq Securities AG 0.11% Add +254.2% 88,672 $2.1M
Arizona State Retirement System 0.01% Reduce -6.2% 88,091 $2.1M
Abbington Investment Group 1.43% Add +39.0% 86,840 $2.1M
Howard Capital Management, LLC 0.03% Add +0.0% 85,730 $2.1M
Barings LLC 0.04% Add +15.4% 85,299 $2.1M
State of Alaska, Department of Revenue 0.02% Add +149.7% 84,894 $2.0M
GMO 0.01% Add +1096.8% 84,683 $2.0M
Hussman Strategic Advisors, Inc. 0.49% No change 84,000 $2.0M
Czech National Bank 0.01% Add +3.8% 83,689 $2.0M
State of Michigan Retirement System 0.01% Reduce -3.1% 83,108 $2.0M
Public Sector Pension Investment Board 0.01% Add +18.6% 81,108 $2.0M
Quantitative Investment Management, LLC 0.19% New 80,349 $1.9M
KLP Kapitalforvaltning As 0.01% Add +2.1% 78,400 $1.9M
Ensign Peak Advisors, Inc 0.00% Reduce -6.0% 76,992 $1.9M
Handelsbanken Fonder AB 0.01% No change 76,200 $1.8M
First Citizens Bank & Trust Co. 0.04% Reduce -5.5% 75,234 $1.8M
Vontobel Holding Ltd. 0.01% Add +201.9% 74,239 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.1% 73,831 $1.8M
Gabelli Funds LLC 0.01% No change 73,200 $1.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.06% — 72,046 $1.7M
CIBC Asset Management Inc 0.00% Add +75.2% 70,751 $1.7M
Independent Financial Group, LLC 0.04% Add +32.7% 67,684 $1.6M
Retirement Systems of Alabama 0.01% Reduce -0.3% 67,525 $1.6M
Boston Partners 0.00% Reduce -91.2% 67,308 $1.6M
Voya Investment Management LLC 0.00% Reduce -3.7% 67,192 $1.6M
Amalgamated Bank 0.01% Add +10.1% 66,762 $1.6M
UniSuper Management Pty Ltd 0.01% Add +13.1% 66,550 $1.6M
Dark Forest Capital Management LP 0.07% Add +30.9% 66,300 $1.6M
Nomura Holdings Inc. 0.00% Add +91.1% 65,945 $1.6M
Old National Bancorp 0.03% Reduce -75.9% 65,783 $1.6M
Cerity Partners LLC 0.00% Reduce -75.7% 64,933 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -7.2% 64,896 $1.6M
Xponance LLC 0.01% Add +3.5% 64,576 $1.6M
Summit Trail Advisors, LLC 0.03% Reduce -12.7% 64,149 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -21.8% 63,270 $1.5M
Teacher Retirement System of Texas 0.01% Reduce -46.3% 63,224 $1.5M
Axq Capital, LP 0.34% Add +485.2% 62,963 $1.5M
MH & Associates Securities Management Corp. 1.24% — 62,945 $1.5M
Pinnacle Associates Ltd. 0.02% Add +31.4% 62,553 $1.5M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +43.2% 62,069 $1.5M
Glenorchy Capital Ltd 0.97% Add +31.1% 61,982 $1.5M
Wealthfront Advisers LLC 0.00% Reduce -0.3% 61,646 $1.5M
Polianta Ltd 0.19% Add +65.0% 61,400 $1.5M
Keybank National Association 0.01% Add +17.7% 60,662 $1.5M
Pictet Asset Management Holding SA 0.00% Add +3.6% 60,181 $1.4M
Polymer Capital Management (US) LLC 0.19% Add +143.4% 60,039 $1.4M
Catalyst Capital Advisors LLC 0.03% No change 59,790 $1.4M
Auxier Asset Management LLC 0.20% Reduce -1.0% 59,274 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -8.3% 58,997 $1.4M
Cetera Investment Advisers 0.00% Reduce -48.2% 57,669 $1.4M
New York Life Investment Management LLC 0.01% Reduce -23.1% 57,364 $1.4M
Allianz SE 0.02% No change 56,800 $1.4M
Vident Advisory, LLC 0.01% Add +32.3% 56,423 $1.4M
Natixis 0.01% Reduce -86.6% 56,043 $1.4M
Timelo Investment Management Inc. 1.41% New 55,000 $1.3M
Ieq Capital, LLC 0.00% Reduce -88.0% 54,949 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -19.9% 54,835 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -37.7% 54,745 $1.3M
Toronto Dominion Bank 0.00% Reduce -78.4% 54,569 $1.3M
Assenagon Asset Management S.A. 0.00% New 54,054 $1.3M
Quadrature Capital Ltd 0.01% Add +7.0% 53,745 $1.3M
Magnetar Financial LLC 0.01% New 53,590 $1.3M
Schroder Investment Management Group 0.00% Reduce -75.4% 53,247 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -3.2% 47,340 $1.3M
Utah Retirement Systems 0.01% No change 52,400 $1.3M
Virtu Financial LLC 0.05% New 52,323 $1.3M
Recurrent Investment Advisors LLC 0.09% Add +108.5% 52,047 $1.3M
Metis Global Partners, LLC 0.03% Add +17.1% 51,207 $1.2M
Guggenheim Capital LLC 0.01% Reduce -62.9% 50,969 $1.2M
Moran Wealth Management, LLC 0.04% Add +61.1% 49,793 $1.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -17.7% 49,458 $1.2M
Nomura Asset Management International Inc. 0.00% — 49,417 $1.2M
ING Groep NV 0.01% Reduce -93.9% 49,273 $1.2M
South Dakota Investment Council 0.02% Add +180.3% 46,948 $1.1M
Oxford Asset Management LLP 0.40% New 46,586 $1.1M
Tidal Investments LLC 0.00% Add +38.5% 46,379 $1.1M
K.J. Harrison & Partners Inc 0.15% New 46,000 $1.1M
NEOS Investment Management LLC 0.01% Add +19.3% 45,906 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.1% 45,679 $1.1M
Twinbeech Capital LP 0.08% New 45,633 $1.1M
Captrust Financial Advisors 0.00% Reduce -34.0% 45,057 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +122.2% 44,872 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -32.3% 44,778 $1.1M
Nisa Investment Advisors, LLC 0.00% Reduce -48.5% 44,756 $1.1M
Versor Investments LP 0.17% Add +396.4% 44,006 $1.1M
APG Asset Management N.V. 0.00% Reduce -11.3% 51,258 $1.1M
Generali Asset Management SPA SGR 0.02% No change 43,420 $1.0M
Fox Run Management, L.L.C. 0.16% Add +22.4% 42,295 $1.0M
Hourglass Capital, LLC 0.22% Add +49.8% 42,100 $1.0M
Pacer Advisors, Inc. 0.00% Add +22.1% 41,663 $1.0M
Clough Capital Partners L P 0.09% No change 41,390 $997K
Neuberger Berman Group LLC 0.00% Reduce -14.3% 39,562 $953K
Boothbay Fund Management, LLC 0.03% Add +125.9% 38,853 $936K
ExodusPoint Capital Management, LP 0.01% New 38,721 $933K
AIA Group Ltd 0.01% Reduce -12.9% 38,009 $916K
Verity Asset Management, Inc. 0.39% Add +0.5% 37,648 $907K
US Bancorp \de 0.00% Reduce -12.7% 37,404 $901K
Marco Investment Management LLC 0.07% Reduce -11.0% 37,350 $900K
Aigen Investment Management, LP 0.21% New 37,232 $897K
Convergence Investment Partners, LLC 0.18% Reduce -39.4% 37,231 $897K
Mercer Global Advisors Inc. 0.00% Reduce -52.0% 36,935 $890K
Concentric Capital Strategies, LP 0.05% Reduce -89.9% 36,825 $887K
Oregon Public Employees Retirement Fund 0.01% No change 36,304 $875K
Lighthouse Investment Partners, LLC 0.03% Reduce -66.4% 35,324 $851K
Cadence Wealth Management LLC 0.41% Add +32.6% 35,238 $849K
PKO BP BANKOWY Universal Pension Society JSC 0.43% No change 35,000 $843K
Delta Global Management LP 0.06% New 34,304 $826K
Cibc World Market Inc. 0.00% Add +12.7% 34,135 $822K
Mutual of America Capital Management LLC 0.01% Reduce -0.9% 34,073 $821K
CSS LLC 0.14% Add +306.9% 34,008 $819K
CWA Asset Management Group, LLC 0.03% Reduce -86.7% 33,612 $810K
Cibc World Markets Corp. 0.00% — 33,140 $798K
Corient Private Wealth LP 0.00% Add +126.3% 32,712 $788K
Merit Financial Group, LLC 0.01% Reduce -41.9% 32,296 $778K
Public Employees Retirement Association of Colorado 0.00% No change 32,213 $776K
Oak Thistle LLC 0.11% New 31,723 $764K
Headlands Technologies LLC 0.06% New 31,398 $756K
Rockefeller Capital Management L.P. 0.00% Add +57.8% 31,065 $748K
Federation des caisses Desjardins du Quebec 0.00% Add +13.3% 31,060 $748K
Blair William & Co. 0.00% Reduce -9.3% 30,967 $746K
Redwood Investment Management, LLC 0.08% Reduce -16.0% 30,116 $725K
Hudson Bay Capital Management LP 0.00% New 30,000 $723K
Quinn Opportunity Partners LLC 0.03% Reduce -12.4% 29,814 $718K
Groupama Asset Managment 0.01% Reduce -9.4% 29,708 $716K
UMB Bank, n.a. 0.01% Add +1372.6% 29,497 $711K
Qsemble Capital Management, LP 0.06% Reduce -42.3% 29,250 $705K
Revisor Wealth Management LLC 0.19% Add +0.0% 24,726 $696K
Stoneridge Investment Partners LLC 0.48% Add +19.8% 28,805 $694K
Murphy Pohlad Asset Management LLC 0.26% Reduce -13.3% 28,575 $688K
Bridgewater Associates 0.00% Reduce -50.5% 28,466 $686K
Rakuten Investment Management, Inc. 0.00% Add +572.3% 28,309 $681K
Unison Advisors LLC 0.06% Add +0.7% 28,236 $680K
Calamos Wealth Management LLC 0.02% No change 27,957 $673K
CSM Advisors, LLC 0.02% Reduce -95.3% 27,350 $659K
ION Fund Management Ltd 0.08% — 27,150 $654K
O'shaughnessy Asset Management, LLC 0.00% Reduce -46.4% 27,030 $651K
Marex Group Ltd 0.01% Reduce -42.3% 27,018 $651K
Rafferty Asset Management, LLC 0.00% Reduce -1.7% 26,581 $640K
Walleye Capital LLC 0.00% Reduce -54.2% 26,115 $629K
Campbell & CO Investment Adviser LLC 0.03% Reduce -24.2% 25,925 $625K
SummitTX Capital, L.P. 0.02% New 25,833 $622K
Candriam S.C.A. 0.00% Reduce -3.2% 25,793 $621K
Gsa Capital Partners LLP 0.05% New 25,689 $619K
Alessandra Capital Management, LLC 0.54% — 25,305 $610K
Teachers Retirement System of the State of Kentucky 0.00% No change 24,845 $598K
Daiwa Securities Group Inc. 0.00% Add +6.3% 24,392 $588K
Headinvest, LLC 0.12% No change 24,000 $578K
Mairs & Power Inc. 0.01% Reduce -18.6% 24,000 $578K
Crossmark Global Holdings, Inc. 0.01% Add +9.5% 23,948 $577K
Scotia Capital Inc. 0.00% Add +6.7% 23,835 $574K
Fifth Third Bancorp 0.00% Reduce -1.5% 23,746 $572K
Credit Industriel Et Commercial 0.13% Add +193.5% 23,539 $567K
Mizuho Securities USA LLC 0.01% Reduce -0.0% 23,112 $566K
Windmill Hill Asset Management Ltd 0.13% No change 23,208 $559K
Lazard Asset Management LLC 0.00% Reduce -26.3% 22,822 $550K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.7% 22,757 $548K
Mirabella Financial Services LLP 0.06% New 22,581 $544K
Abundance Wealth Counselors 0.09% Reduce -3.4% 21,343 $514K
Adams Natural Resources Fund, Inc. 0.08% No change 21,201 $511K
M&T Bank Corp 0.00% Add +2.3% 21,101 $508K
OMERS ADMINISTRATION Corp 0.00% No change 21,037 $507K
Stephens Inc. 0.01% Reduce -15.8% 20,965 $505K
Greenwood Capital Associates LLC 0.05% Add +20.8% 20,911 $504K
Centiva Capital, LP 0.03% New 20,418 $492K
AlphaGrep UK Ltd 0.16% — 20,244 $488K
Neo Ivy Capital Management 0.08% Add +15.2% 19,990 $482K
ClearAlpha Technologies LP 1.37% New 19,953 $481K
EntryPoint Capital, LLC 0.19% New 19,707 $475K
Cary Street Partners Financial LLC 0.01% Add +2.0% 19,604 $472K
Pursuit Wealth Management LLC 0.40% — 19,539 $471K
Graham Capital Management, L.P. 0.02% Reduce -40.5% 19,373 $467K
Sylvest Advisors, LLC 0.25% Reduce -13.5% 19,337 $466K
Sterling Capital Management LLC 0.01% Reduce -40.5% 18,666 $450K
Hartford Investment Management Co. 0.01% No change 18,648 $449K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -96.0% 18,310 $441K
Allspring Global Investments Holdings, LLC 0.00% Add +22.2% 17,547 $439K
Aberdeen Group plc 0.00% Reduce -44.9% 18,034 $434K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.21% Add +63.6% 18,000 $434K
Fruth Investment Management 0.12% Add +2.9% 17,950 $432K
Norinchukin Bank, The 0.01% Add +6.3% 17,901 $431K
Laird Norton Wetherby Trust Company, LLC 0.01% New 17,793 $429K
Investment Research Partners LLC 0.18% Reduce -3.3% 17,547 $423K
Uncommon Cents Investing LLC 0.10% Add +15.1% 17,535 $422K
Swiss Life Asset Management Ltd 0.00% Add +19.4% 17,354 $418K
Amova Asset Management Americas, Inc. 0.00% Reduce -1.1% 17,276 $416K
Diametric Capital, LP 0.11% New 17,251 $416K
Regal Investment Advisors LLC 0.02% New 16,860 $406K
Sowell Financial Services LLC 0.01% New 16,660 $401K
Savant Capital, LLC 0.00% Reduce -21.6% 16,512 $398K
Mackenzie Financial Corp. 0.00% Reduce -94.1% 16,356 $394K
Ethic Inc. 0.01% Reduce -4.3% 16,290 $392K
Louisiana State Employees Retirement System 0.01% Reduce -3.0% 16,200 $390K
Nano Cap New Millennium Growth Fund L P 0.33% — 16,000 $385K
SouthState Bank Corp 0.02% Reduce -7.1% 15,890 $383K
Sequoia Financial Advisors, LLC 0.00% Add +39.2% 15,540 $374K
Agf Management Ltd. 0.00% Add +43.1% 15,454 $372K
Krilogy Financial LLC 0.01% Add +15.6% 13,033 $369K
Cim Investment Management Inc. 0.09% No change 14,986 $361K
Maryland State Retirement & Pension System 0.01% No change 14,952 $360K
TD Waterhouse Canada Inc. 0.00% Reduce -49.2% 14,946 $360K
Nomura Asset Management Co. Ltd. 0.00% Add +8.8% 14,860 $358K
Shufro Rose & Co. LLC 0.02% Reduce -32.3% 14,700 $354K
New Mexico Educational Retirement Board 0.01% Add +1.4% 14,550 $351K
Prelude Capital Management, LLC 0.03% Add +66.9% 14,355 $346K
Havemeyer Place LP 0.07% — 14,110 $340K
Foundations Investment Advisors, LLC 0.00% New 14,020 $338K
Vinva Investment Management Ltd 0.00% Reduce -48.0% 9,289 $335K
Greenleaf Trust 0.00% Reduce -27.6% 13,881 $334K
Moors & Cabot, Inc. 0.01% Add +2.3% 13,670 $329K
Forum Financial Management, LP 0.00% Add +0.1% 13,660 $329K
Commonwealth Equity Services, LLC 0.00% Reduce -10.3% 13,629 $328K
Robeco Institutional Asset Management B.V. 0.00% No change 13,510 $325K
Sivia Capital Partners, LLC 0.07% Add +63.1% 13,459 $324K
180 Wealth Advisors, LLC 0.04% Reduce -12.4% 13,329 $321K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% Add +22.4% 13,144 $320K
Macquarie Group Ltd. 0.00% Reduce -69.8% 13,250 $319K
MUFG Securities EMEA plc 0.00% Add +114.4% 13,026 $314K
Ancora Advisors LLC 0.01% Reduce -33.3% 12,848 $310K
GAMMA Investing LLC 0.02% Reduce -38.6% 12,809 $309K
Hickory Point Bank & Trust 0.22% New 12,675 $305K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.5% 12,667 $305K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -95.3% 12,547 $302K
Armistice Capital, LLC 0.01% Add +32.7% 12,389 $298K
West Michigan Advisors, LLC 0.07% Reduce -4.2% 12,340 $297K
Empirical Finance, LLC 0.01% Reduce -4.0% 11,933 $287K
XTX Topco Ltd 0.01% New 11,927 $287K
Asset Management One Co., Ltd. 0.00% Add +4.0% 11,914 $287K
Plan A Wealth LLC 0.14% Add +7.3% 11,854 $286K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.0% 11,800 $284K
Inceptionr LLC 0.08% Reduce -66.0% 11,794 $284K
Garner Asset Management Corp 0.11% Reduce -5.7% 11,659 $281K
Systematic Alpha Investments, LLC 0.01% No change 11,633 $280K
V-Square Quantitative Management LLC 0.03% New 11,597 $279K
Capstone Investment Advisors, LLC 0.00% Reduce -28.1% 11,522 $278K
HM Payson & Co. 0.00% No change 11,200 $270K
Natixis Advisors, LLC 0.00% Reduce -74.3% 11,091 $267K
Advisory Services Network, LLC 0.00% Add +5.5% 10,925 $263K
Stevens Capital Management LP 0.09% New 10,936 $263K
International Assets Investment Management, LLC 0.02% New 10,907 $263K
Quantum Portfolio Management LLC 0.12% New 10,853 $261K
North Dakota State Investment Board 0.01% — 10,819 $261K
Marble Harbor Investment Counsel, LLC 0.03% Reduce -23.9% 10,795 $260K
Twin Tree Management, LP 0.03% Reduce -26.8% 10,732 $259K
MAI Capital Management 0.00% Reduce -3.7% 10,717 $258K
Praxis Investment Management Inc. 0.01% No change 10,480 $252K
Glenmede Trust Co. NA 0.00% — 10,431 $251K
Occudo Quantitative Strategies LP 0.02% Reduce -81.2% 10,310 $248K
Integrated Investment Consultants, LLC 0.05% Reduce -0.7% 10,262 $247K
EverSource Wealth Advisors, LLC 0.01% Reduce -42.0% 10,223 $246K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.4% 10,205 $246K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.3% 10,140 $244K
Investors Research Corp 0.04% Reduce -4.8% 9,875 $238K
Jones Financial Companies LLLP 0.00% Add +55.5% 9,794 $236K
Wbi Investments, LLC 0.06% Reduce -48.5% 9,476 $228K
United Capital Financial Advisors, LLC 0.00% Reduce -44.8% 9,387 $226K
Optimize Financial Inc. 0.11% Add +1.4% 9,282 $224K
Jane Street Group, LLC 0.00% Reduce -87.1% 9,209 $222K
Legacy Capital Group California, Inc. 0.05% Reduce -56.7% 9,151 $220K
Evergreen Capital Management LLC 0.00% Add +25.7% 9,118 $220K
Cidel Asset Management Inc. 0.02% Add +11.2% 9,077 $219K
Patton Fund Management, Inc. 0.03% Add +19.9% 9,066 $218K
Blueshift Asset Management, LLC 0.06% Add +44.4% 9,055 $218K
Kestra Advisory Services, LLC 0.00% Reduce -71.2% 8,966 $216K
HB Wealth Management, LLC 0.00% Reduce -19.9% 8,873 $214K
Accredited Investors Inc. 0.01% No change 8,815 $212K
Securian Asset Management, Inc. 0.01% Reduce -43.5% 8,630 $208K
Arax Advisory Partners 0.01% Reduce -91.6% 8,554 $206K
Mufg Securities Americas Inc. 0.01% Reduce -0.1% 8,551 $206K
Snowwater Investment Partners, LLC 0.19% — 8,532 $206K
NorthCrest Asset Manangement, LLC 0.00% Reduce -53.7% 8,261 $205K
HighTower Advisors, LLC 0.00% Reduce -16.4% 8,393 $202K
TRUE Private Wealth Advisors 0.02% No change 8,320 $200K
Canada Post Corp Registered Pension Plan 0.01% Reduce -17.8% 7,969 $192K
STRS Ohio 0.00% Add +0.2% 7,558 $182K
AlphaQuest LLC 0.01% Reduce -42.4% 7,333 $177K
State of Wyoming 0.02% Reduce -31.9% 6,809 $164K
Virtus Investment Advisers, LLC 0.04% Add +29.4% 6,686 $161K
Bessemer Group Inc. 0.00% Add +332.6% 6,256 $150K
Tower Research Capital LLC (TRC) 0.00% Reduce -65.3% 6,019 $145K
Advisors Asset Management, Inc. 0.00% Add +19.3% 5,955 $143K
Intesa Sanpaolo S.p.A. 0.01% — 5,908 $143K
Tema ETFs LLC 0.01% New 5,747 $138K
Farther Finance Advisors, LLC 0.00% Add +1.6% 5,567 $134K
Exchange Traded Concepts, LLC 0.00% Add +20.5% 5,181 $125K
Horizon Investments, LLC 0.00% Reduce -89.4% 5,067 $122K
CX Institutional 0.00% Reduce -11.6% 4,597 $111K
Parallel Advisors, LLC 0.00% Reduce -13.0% 4,510 $109K
Wilmington Savings Fund Society, FSB 0.00% Reduce -52.1% 4,233 $102K
LMR Partners LLP 0.00% New 4,016 $97K
Aster Capital Management (DIFC) Ltd 0.04% Add +43.8% 3,744 $90K
CVA Family Office, LLC 0.01% Reduce -21.2% 3,600 $87K
Fulcrum Asset Management LLP 0.02% Add +17.2% 3,529 $85K
CoreCap Advisors, LLC 0.00% Add +305.4% 3,462 $83K
Resona Asset Management Co.,Ltd. 0.00% No change 3,464 $83K
Caitlin John, LLC 0.05% Add +2.2% 3,254 $78K
Towne Trust Company, N.A 0.02% Reduce -38.0% 3,100 $75K
Danske Bank A/S 0.00% Reduce -11.4% 3,100 $75K
Strengthening Families & Communities, LLC 0.02% Reduce -31.6% 2,894 $70K
Ameritas Investment Partners, Inc. 0.00% No change 2,893 $70K
Signaturefd, LLC 0.00% Reduce -39.3% 2,663 $64K
Westpac Banking Corp. 0.00% New 2,552 $61K
Global Retirement Partners, LLC 0.00% Reduce -9.0% 2,368 $57K
IFP Advisors, Inc 0.00% Reduce -44.9% 2,288 $55K
Private Wealth Asset Management, LLC 0.01% Reduce -1.6% 2,201 $53K
NFSG Corp 0.01% No change 2,102 $51K
Sit Investment Associates Inc. 0.00% Reduce -83.5% 2,025 $49K
Intesa Sanpaolo Wealth Management 0.01% — 2,000 $48K
Essential Partners LLC 0.01% Reduce -80.9% 1,972 $48K
AdvisorNet Financial, Inc 0.00% Add +24.5% 1,954 $47K
Deseret Mutual Benefit Administrators 0.02% Add +14.4% 1,944 $47K
Huntington National Bank 0.00% Reduce -47.5% 1,634 $39K
Los Angeles Capital Management LLC 0.00% New 1,420 $39K
Quadrant Capital Group LLC 0.00% Reduce -87.7% 1,569 $38K
Blue Trust, Inc. 0.00% Add +8.4% 1,502 $36K
Wellington Grp LLC 0.01% — 1,489 $36K
Basecamp Wealth Advisors LLC 0.01% — 1,473 $35K
Pflug Koory, LLC 0.02% No change 1,460 $35K
Allworth Financial LP 0.00% Reduce -75.2% 1,437 $35K
Torren Management, LLC 0.02% — 1,434 $35K
Gen-Wealth Partners Inc 0.01% New 1,337 $32K
Hantz Financial Services, Inc. 0.00% Reduce -4.2% 1,319 $32K
NewEdge Advisors, LLC 0.00% Reduce -99.0% 1,326 $32K
Quarry LP 0.01% Reduce -27.9% 1,296 $31K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,260 $30K
Kimelman & Baird, LLC 0.00% No change 1,200 $29K
Parkside Financial Bank & Trust 0.00% Reduce -11.8% 1,198 $29K
CIBC Private Wealth Group LLC 0.00% Reduce -66.3% 1,172 $28K
SBI Securities Co., Ltd. 0.00% Add +13.4% 1,171 $28K
Smartleaf Asset Management LLC 0.00% Reduce -1.6% 1,117 $27K
Wexford Capital LP 0.01% Add +11.8% 1,074 $26K
Dorato Capital Management 0.02% — 930 $26K
Fideuram Asset Management (Ireland) dac 0.00% — 910 $25K
DV Trading LLC 0.00% — 1,030 $25K
GoalVest Advisory LLC 0.00% New 1,014 $24K
Altshuler Shaham Ltd 0.00% New 1,011 $24K
Chelsea Counsel Co. 0.01% No change 1,000 $24K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $24K
Rakuten Securities, Inc. 0.01% Add +555.8% 964 $23K
CYBER HORNET ETFs LLC 0.01% Add +5.9% 946 $23K
Clearstead Advisors, LLC 0.00% Reduce -72.3% 907 $22K
Sentry Investment Management LLC 0.01% No change 869 $21K
Root Financial Partners, LLC 0.00% Reduce -28.1% 871 $21K
Grove Bank & Trust 0.00% Reduce -13.8% 869 $21K
FIL Ltd 0.00% Add +1.5% 862 $21K
TD Private Client Wealth LLC 0.00% Reduce -19.8% 843 $20K
Spire Wealth Management 0.00% Add +65.3% 820 $20K
Cromwell Holdings LLC 0.01% Add +8.0% 768 $19K
Rexford Capital Inc. 0.01% No change 761 $18K
DT Investment Partners, LLC 0.00% No change 759 $18K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -35.2% 750 $18K
McGuire Capital Advisors Inc. 0.01% — 725 $17K
SJS Investment Consulting Inc. 0.00% Add +2780.0% 720 $17K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -3.2% 692 $17K
Strategic Investment Solutions, Inc. 0.00% Add +22.2% 660 $16K
TCTC Holdings, LLC 0.00% No change 645 $16K
DV Equities, LLC 0.00% — 641 $15K
Elevation Wealth Partners, LLC 0.01% New 630 $15K
Private Trust Co. NA 0.00% Reduce -7.5% 630 $15K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.2% 602 $15K
Activest Wealth Management 0.00% Add +645.1% 611 $15K
CENTRAL TRUST Co 0.00% No change 598 $14K
Manchester Capital Management LLC 0.00% Add +4.1% 553 $13K
WPG Advisers, LLC 0.01% Reduce -0.4% 539 $13K
Rothschild Investment LLC 0.00% Reduce -95.5% 504 $12K
JNBA Financial Advisors 0.00% No change 500 $12K
SHP Wealth Management 0.00% — 500 $12K
Lanark Financial, Inc. 0.00% No change 480 $12K
Summit Securities Group LLC 0.00% Reduce -13.7% 471 $11K
Sunbelt Securities, Inc. 0.00% Reduce -11.7% 454 $11K
Zions Bancorporation, National Association 0.00% Add +297.4% 453 $11K
Pin Oak Investment Advisors Inc. 0.01% No change 300 $9K
Covestor Ltd 0.00% Add +0.3% 364 $9K
JFS Wealth Advisors, LLC 0.00% Add +51.6% 341 $8K
Brown Brothers Harriman & Co. 0.00% Add +24.7% 338 $8K
GW&K Investment Management, LLC 0.00% Add +59.2% 320 $8K
Harbour Investments, Inc. 0.00% Reduce -18.9% 331 $8K
Roxbury Financial LLC 0.01% Add +0.9% 329 $8K
Princeton Global Asset Management LLC 0.00% No change 314 $8K
Maseco LLP 0.00% No change 309 $7K
Evermay Wealth Management LLC 0.00% No change 305 $7K
First Horizon Corp. 0.00% Reduce -55.6% 288 $7K
Pinnacle Bancorp, Inc. 0.00% Add +53.1% 274 $7K
SageView Advisory Group, LLC 0.00% New 271 $7K
Hara Capital LLC 0.00% No change 270 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 261 $6K
Elyxium Wealth, LLC 0.00% New 258 $6K
Mountain Hill Investment Partners Corp. 0.00% No change 250 $6K
Aventura Private Wealth, LLC 0.00% No change 250 $6K
Farmers & Merchants Investments Inc. 0.00% No change 247 $6K
Nalls Sherbakoff Group, LLC 0.00% No change 237 $6K
Truvestments Capital LLC 0.00% No change 232 $6K
Bear Mountain Capital, Inc. 0.00% No change 200 $6K
Versant Capital Management, Inc 0.00% Reduce -49.5% 221 $5K
Johnson Financial Group, Inc. 0.00% Reduce -90.4% 210 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -58.4% 210 $5K
REAP Financial Group, LLC 0.00% Add +1.0% 209 $5K
Centerpoint Advisors, LLC 0.00% No change 200 $5K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -32.2% 236 $5K
Bollard Group LLC 0.00% Reduce -83.2% 208 $5K
T. Rowe Price Investment Management, Inc. 0.00% No change 196 $5K
Optima Capital LLC 0.00% New 207 $5K
EFG International AG 0.00% — 200 $5K
Fortitude Family Office, LLC 0.00% Reduce -17.4% 194 $5K
Quent Capital, LLC 0.00% Reduce -67.4% 189 $5K
Whittier Trust Co. 0.00% No change 170 $4K
Bell Investment Advisors, Inc 0.00% Add +83.7% 169 $4K
Colonial Trust Co / SC 0.00% Add +5.6% 169 $4K
ORG Partners LLC 0.00% Reduce -86.0% 167 $4K
First Command Advisory Services, Inc. 0.00% No change 163 $4K
Larson Financial Group LLC 0.00% Add +26.8% 156 $4K
Meeder Asset Management Inc. 0.00% New 152 $4K
Gold Investment Management Ltd. 0.00% No change 146 $4K
Delos Wealth Advisors, LLC 0.00% New 145 $3K
Rossby Financial, LCC 0.00% New 143 $3K
FNY Investment Advisers, LLC 0.00% New 160 $3K
Avion Wealth 0.00% Reduce -12.0% 139 $3K
Keating Financial Advisory Services, Inc. 0.00% — 123 $3K
Atlantic Union Bankshares Corp 0.00% Add +459.1% 123 $3K
Sachetta, LLC 0.00% Add +31.1% 118 $3K
Curat Global, LLC 0.00% No change 115 $3K
Transamerica Financial Advisors, LLC 0.00% Add +114.0% 107 $3K
Addison Advisors LLC 0.00% New 105 $3K
Palouse Capital Management, Inc. 0.00% New 100 $2K
Costello Asset Management, INC 0.00% No change 100 $2K
City State Bank 0.00% No change 100 $2K
Creative Financial Designs Inc. 0.00% No change 96 $2K
McMillan Office, Inc. 0.00% — 95 $2K
HighMark Wealth Management LLC 0.00% No change 85 $2K
Private Wealth Management Group, LLC 0.00% Add +36.8% 78 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 75 $2K
Key Financial Inc 0.00% No change 69 $2K
Howard Hughes Medical Institute 0.00% No change 68 $2K
Westside Investment Management, Inc. 0.00% New 65 $2K
Rialto Wealth Management, LLC 0.00% Reduce -11.3% 63 $2K
Lummis Asset Management, LP 0.00% New 55 $1K
Quintet Private Bank (Europe) S.A. 0.00% No change 54 $1K
MV Capital Management, Inc. 0.00% Reduce -77.0% 53 $1K
Valued Wealth Advisors LLC 0.00% Reduce -24.6% 52 $1K
Raffa Wealth Management, LLC 0.00% No change 50 $1K
Assetmark, Inc. 0.00% Reduce -88.3% 44 $1K
Winthrop Capital Management, LLC 0.00% New 50 $1K
Valley National Advisers Inc. 0.00% New 42 $1K
Cornerstone Financial Management LLC 0.00% — 41 $988
Archer Investment Corp 0.00% No change 40 $964
Bfsg, LLC 0.00% No change 39 $930
Sound Income Strategies, LLC 0.00% Reduce -91.8% 35 $922
Whittier Trust Co. of Nevada Inc. 0.00% No change 36 $906
Ares Financial Consulting, LLC 0.00% — 37 $891
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 35 $843
DecisionPoint Financial, LLC 0.00% No change 34 $820
DiNuzzo Private Wealth, Inc. 0.00% Reduce -22.7% 34 $820
Clearstead Trust, LLC 0.00% Reduce -77.1% 30 $723
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 30 $722
1015 Capital Partners, LLC 0.00% — 28 $675
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 24 $578
Dunhill Financial, LLC 0.00% Add +118.2% 24 $577
Principia Wealth Advisory, LLC 0.00% Add +9.5% 23 $554
True Wealth Design, LLC 0.00% Reduce -97.4% 21 $506
Clayton Financial Group LLC 0.00% New 19 $458
Physician Wealth Advisors, Inc. 0.00% Reduce -89.7% 19 $458
Cullen/Frost Bankers, Inc. 0.00% New 18 $434
Financial Management Professionals, Inc. 0.00% No change 16 $385
Bruce G. Allen Investments, LLC 0.00% Reduce -50.0% 13 $313
Wealth Watch Advisors, INC 0.00% No change 12 $289
Decker Retirement Planning Inc. 0.00% Reduce -93.2% 11 $265
Aspect Partners, LLC 0.00% New 11 $265
HFM Investment Advisors, LLC 0.00% Reduce -47.6% 11 $265
Trust Co 0.00% New 10 $241
Cornerstone Planning Group LLC 0.00% Reduce -42.9% 8 $225
Accordant Advisory Group Inc 0.00% New 8 $193
Murphy & Mullick Capital Management Corp 0.00% New 8 $193
Distillate Capital Partners LLC 0.00% Add +700.0% 8 $193
Eastern Bank 0.00% New 7 $169
TFC Financial Management, Inc. 0.00% Reduce -95.4% 5 $121
Nvwm, LLC 0.00% No change 5 $120
Toth Financial Advisory Corp. 0.00% New 4 $97
American Capital Advisory, LLC 0.00% New 4 $97
Quaker Wealth Management, LLC 0.00% Reduce -85.0% 3 $73
SOA Wealth Advisors, LLC. 0.00% No change 2 $53
Inlight Wealth Management, LLC 0.00% No change 2 $48
Camelot Portfolios, LLC 0.00% New 1 $29

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