The MosaicMOS

13F holders, Q1 2026 (March 31)
697holders +39
132new positions
95sold out
9famous investors
$25.48avg. 13F price*

At the end of Q1 2026, 697 institutions reported holding The Mosaic Co. (MOS) in their 13F filings, up 39 from Q4 2025. 132 opened new positions and 95 sold out. The largest holders were FMR LLC ($741.5M), BlackRock, Inc. ($603.0M) and Vanguard Capital Management LLC ($526.2M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions132$273.0M
Exits95$230.6M

All 13F filers, Q4 2025 → Q1 2026: 35,681,472 shares bought and 39,709,582 shares sold, net −4,028,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 697 holders

FMR LLC 0.04% Reduce -27.4% 29,079,010 $741.5M
BlackRock, Inc. 0.01% Reduce -2.7% 23,646,970 $603.0M
Vanguard Capital Management LLC 0.01% — 20,635,339 $526.2M
Vanguard Portfolio Management LLC 0.02% — 15,305,353 $390.3M
Dimensional Fund Advisors LP 0.08% Add +6.2% 14,240,050 $363.1M
State Street Corp. 0.01% Add +1.8% 13,407,647 $341.9M
Invesco Ltd. 0.03% Reduce -5.1% 11,237,121 $286.5M
AQR Capital Management 0.13% Add +40.8% 10,924,724 $276.5M
Geode Capital Management, LLC 0.01% Add +3.2% 8,751,526 $222.8M
Goldman Sachs Group Inc. 0.02% Add +18.3% 6,787,328 $173.1M
T. Rowe Price Associates Inc. 0.02% Add +255.9% 5,494,435 $140.1M
Northern Trust Corp. 0.02% Add +7.0% 5,172,345 $131.9M
Morgan Stanley 0.01% Reduce -0.9% 4,908,563 $125.2M
Donald Smith & Co., Inc. 2.12% Reduce -0.1% 4,617,691 $117.8M
Bank of New York Mellon Corp 0.02% Add +0.6% 4,136,118 $105.5M
Charles Schwab Investment Management Inc. 0.02% Add +2.8% 3,900,268 $99.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +252.2% 3,240,652 $82.6M
Citadel Advisors 0.06% Add +42.2% 3,068,066 $78.2M
Thompson Siegel & Walmsley LLC 1.37% Add +2.0% 3,037,020 $77.4M
Deutsche Bank AG 0.02% Add +15.7% 2,861,883 $73.0M
Wellington Management Group LLP 0.01% Add +75.5% 2,533,488 $64.6M
Bank of America Corp. 0.00% Add +7.4% 2,486,973 $63.4M
DNB Asset Management AS 0.20% New 2,253,961 $57.5M
Allianz Asset Management GmbH 0.07% Reduce -2.3% 2,227,142 $56.8M
Victory Capital Management Inc. 0.03% Reduce -22.7% 2,111,310 $53.8M
Marshall Wace, LLP 0.06% New 2,086,169 $53.2M
UBS Group AG 0.01% Reduce -13.4% 1,911,932 $48.8M
Vanguard Fiduciary Trust Co. 0.01% — 1,787,001 $45.6M
Raymond James Financial Inc. 0.01% Add +21.3% 1,662,625 $42.3M
Van Eck Associates Corp. 0.03% Add +25.5% 1,571,002 $40.1M
JPMorgan Chase & Co. 0.00% Add +67.3% 1,601,527 $40.0M
LSV Asset Management 0.09% Reduce -3.0% 1,548,990 $39.5M
Amundi 0.01% Add +2.5% 1,497,318 $38.2M
Squarepoint Ops LLC 0.08% Reduce -60.8% 1,428,260 $36.4M
BNP Paribas Financial Markets 0.02% Add +21.2% 1,392,993 $35.5M
Randolph Co Inc 3.36% Add +0.0% 1,381,142 $35.2M
Nuveen, LLC 0.01% Reduce -8.4% 1,261,836 $32.2M
Caisse de depot et placement du Quebec 0.05% Reduce -40.7% 1,198,464 $30.6M
Barclays PLC 0.01% Add +1.8% 1,075,348 $27.4M
Storebrand Asset Management As 0.07% Reduce -1.5% 1,000,976 $25.5M
S&co Inc. 1.52% Reduce -1.1% 963,667 $24.6M
Wells Fargo & Company 0.00% Add +140.2% 952,740 $24.3M
First Trust Advisors LP 0.02% Add +77.2% 949,167 $24.2M
Goehring & Rozencwajg Associates, LLC 1.26% Add +104.5% 922,305 $23.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.3% 917,593 $23.4M
Aegis Financial Corp. 3.75% No change 853,638 $21.8M
Terril Brothers, Inc. 5.40% Add +1.4% 772,635 $19.7M
HRT Financial LP 0.05% Reduce -28.6% 751,298 $19.2M
Russell Investments Group, Ltd. 0.02% Reduce -27.3% 744,054 $19.0M
Managed Asset Portfolios, LLC 2.23% Add +3.9% 728,225 $18.6M
Vanguard Global Advisers, LLC 0.01% — 720,274 $18.4M
Ceredex Value Advisors LLC 0.57% Reduce -2.9% 712,162 $18.2M
Susquehanna Portfolio Strategies, LLC 0.26% New 694,248 $17.7M
Foundation Resource Management Inc. 1.96% Add +5.0% 683,731 $17.4M
Susquehanna International Group, LLP 0.02% Reduce -28.2% 667,729 $17.0M
Cohen & Steers, Inc. 0.03% Add +35.8% 663,739 $16.9M
Alyeska Investment Group, L.P. 0.05% New 644,400 $16.4M
Legal & General Group Plc 0.00% Reduce -11.4% 632,551 $16.1M
Swiss National Bank 0.01% Add +0.4% 628,344 $16.0M
MetLife Investment Management, LLC 0.08% Reduce -3.2% 627,127 $16.0M
Bank of Montreal 0.01% Reduce -10.4% 612,960 $15.6M
Cerity Partners LLC 0.02% Add +828.5% 602,901 $15.4M
Rhumbline Advisers 0.01% Reduce -6.5% 590,663 $15.1M
Sei Investments Co. 0.01% Reduce -17.9% 573,958 $14.6M
Newport Trust Company, LLC 0.04% Add +0.4% 568,921 $14.5M
Edmond DE Rothschild Holding S.A. 0.20% Add +23.3% 530,000 $13.5M
IMC-Chicago, LLC 0.20% Add +165.0% 517,288 $13.2M
Contrarius Group Holdings Ltd 0.73% New 502,751 $12.8M
Colrain Capital LLC 4.93% Add +90.4% 500,107 $12.8M
Citigroup Inc. 0.01% Reduce -39.4% 458,436 $11.7M
SG Americas Securities, LLC 0.01% Reduce -38.0% 455,480 $11.6M
Principal Financial Group Inc. 0.01% Add +2.1% 427,870 $10.9M
HSBC Holdings PLC 0.01% Reduce -58.2% 424,088 $10.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -0.0% 415,843 $10.6M
M&G PLC 0.05% Add +13.3% 394,962 $10.3M
Royal Bank of Canada 0.00% Add +18.6% 401,445 $10.2M
Wedge Capital Management L L P 0.19% Add +5.2% 396,460 $10.1M
California Public Employees Retirement System 0.01% Reduce -33.5% 393,720 $10.0M
Jane Street Group, LLC 0.01% Add +4109.8% 387,681 $9.9M
Abbington Investment Group 5.66% Add +339.0% 381,259 $9.7M
Ieq Capital, LLC 0.04% Add +580.5% 373,902 $9.5M
Swedbank AB 0.01% Reduce -27.0% 373,083 $9.5M
Trek Financial, LLC 0.50% New 370,974 $9.5M
California State Teachers Retirement System 0.01% Add +22.2% 366,466 $9.3M
Group One Trading LLC 0.31% Add +133.7% 363,052 $9.3M
Janus Henderson Group PLC 0.00% Reduce -28.9% 362,094 $9.2M
Sage Capital Advisors,llc 2.13% New 360,665 $9.2M
Quantinno Capital Management LP 0.02% Add +145.5% 353,786 $9.0M
Massar Capital Management, LP 1.67% New 328,658 $8.4M
Ameriprise Financial Inc. 0.00% Add +25.2% 328,418 $8.4M
Capital Fund Management S.A. 0.07% Reduce -3.9% 325,938 $8.3M
Alliancebernstein L.P. 0.00% Reduce -14.3% 342,833 $8.3M
Mariner, LLC 0.01% Add +192.0% 316,228 $8.1M
Perseverance Asset Management International 0.84% New 300,000 $7.7M
State Board of Administration of Florida Retirement System 0.01% No change 297,528 $7.6M
Focus Partners Wealth 0.01% Add +28.1% 290,094 $7.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 283,015 $7.2M
Cibc World Market Inc. 0.01% Add +710.5% 276,666 $7.1M
Brandywine Financial Group 5.74% New 264,977 $6.8M
Algert Global LLC 0.10% Reduce -31.7% 264,586 $6.7M
Federated Hermes, Inc. 0.01% Reduce -3.4% 263,103 $6.7M
Gotham Asset Management 0.02% Reduce -2.7% 262,303 $6.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +3.9% 260,986 $6.7M
New York State Teachers Retirement System 0.01% Reduce -10.6% 256,929 $6.6M
KBC Group NV 0.02% Reduce -30.1% 255,137 $6.5M
DRW Securities, LLC 0.35% Add +24.4% 252,325 $6.4M
American Century Companies Inc. 0.00% Add +0.4% 238,355 $6.1M
Millennium Management 0.00% Reduce -82.8% 229,887 $5.9M
New York State Common Retirement Fund 0.01% No change 229,554 $5.9M
Walleye Capital LLC 0.04% Add +778.4% 229,385 $5.8M
Eurizon Capital SGR S.p.A. 0.02% Add +97.2% 226,840 $5.8M
State of Wisconsin Investment Board 0.01% Reduce -12.1% 226,334 $5.8M
Two Sigma Investments, LP 0.01% Add +0.0% 226,046 $5.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.2% 225,167 $5.7M
Titan Wealth (CI) Ltd 2.48% New 224,939 $5.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -25.9% 222,849 $5.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +12.1% 220,062 $5.6M
Vontobel Holding Ltd. 0.02% Add +190.4% 215,612 $5.5M
Live Oak Private Wealth LLC 0.77% Add +12.8% 215,211 $5.5M
Bleakley Financial Group, LLC 0.09% Add +57.0% 213,188 $5.4M
CANADA LIFE ASSURANCE Co 0.01% Add +3.9% 205,888 $5.3M
Creative Planning 0.00% Add +114.6% 205,731 $5.2M
Cwm, LLC 0.01% Add +129.9% 204,921 $5.2M
LPL Financial LLC 0.00% Reduce -57.1% 202,876 $5.2M
Envestnet Asset Management Inc. 0.00% Add +97.1% 199,660 $5.1M
Pekin Hardy Strauss, Inc. 0.53% Add +6.1% 197,571 $5.0M
Walleye Trading LLC 0.10% Add +40.8% 194,304 $5.0M
D. E. Shaw & Co. 0.00% Reduce -93.7% 189,729 $4.8M
CoreCommodity Management, LLC 0.89% New 188,490 $4.8M
Sicart Associates LLC 1.20% Add +96.3% 183,418 $4.7M
Simplex Trading, LLC 0.14% New 181,811 $4.6M
Butensky & Cohen Financial Security, Inc. 1.17% Add +4.4% 174,065 $4.4M
MMCAP International Inc. SPC 0.37% New 165,973 $4.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +0.2% 167,242 $4.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.9% 156,368 $4.0M
Prudential Financial Inc. 0.00% Reduce -17.7% 155,578 $4.0M
GMT Capital Corp 0.18% Reduce -83.6% 154,700 $3.9M
Stifel Financial Corp. 0.00% Add +17.7% 154,641 $3.9M
Cetera Investment Advisers 0.00% Add +162.2% 151,195 $3.9M
Allianz SE 0.04% Add +165.2% 150,650 $3.8M
Summit Financial, LLC 0.05% Reduce -3.6% 149,157 $3.8M
Ariel Investments 0.04% Add +0.9% 148,341 $3.8M
Old West Investment Management, LLC 0.40% New 145,925 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +70.8% 147,761 $3.5M
Treasurer of the State of North Carolina 0.01% Add +2.2% 135,079 $3.4M
CI Investments Inc. 0.02% Add +5.0% 134,050 $3.4M
Man Group plc 0.01% Reduce -72.8% 133,889 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.7% 133,743 $3.4M
De Lisle Partners LLP 0.40% No change 130,989 $3.3M
Guggenheim Capital LLC 0.03% Add +154.6% 129,775 $3.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +108.1% 129,191 $3.3M
ExodusPoint Capital Management, LP 0.03% Add +230.8% 128,102 $3.3M
Fifth Third Bancorp 0.01% Add +432.4% 126,414 $3.2M
Mercer Global Advisors Inc. 0.00% Add +238.1% 124,871 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +30.0% 123,554 $3.2M
Core Alternative Capital 0.90% Reduce -6.3% 119,220 $3.0M
National Bank of Canada 0.00% Reduce -43.6% 117,088 $3.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +7.1% 116,397 $3.0M
Sterling Investment Advisors, Ltd. 0.54% Reduce -3.2% 116,368 $3.0M
Jump Financial, LLC 0.05% Reduce -64.5% 115,327 $2.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.10% Add +55.9% 112,349 $2.9M
Steward Partners Investment Advisory, LLC 0.01% Add +772.2% 110,476 $2.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.7% 109,426 $2.8M
Truist Financial Corp. 0.00% Reduce -61.6% 108,914 $2.8M
CIBC Bancorp USA Inc. 0.00% — 107,324 $2.7M
Journey Advisory Group, LLC 0.23% New 106,343 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -8.6% 104,627 $2.7M
Leonteq Securities AG 0.16% Add +16.5% 103,268 $2.6M
State of Tennessee, Department of Treasury 0.01% Reduce -17.1% 102,510 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +643.4% 101,313 $2.6M
ProShare Advisors LLC 0.00% Reduce -20.0% 100,243 $2.6M
Step Capital Management Pte. Ltd. 1.02% New 100,000 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -2.8% 99,501 $2.5M
Swiss Life Asset Management Ltd 0.01% Add +996.6% 190,308 $2.5M
TD Asset Management Inc 0.00% Reduce -73.2% 98,723 $2.5M
Engineers Gate Manager LP 0.03% Reduce -50.4% 98,132 $2.5M
Thrivent Financial for Lutherans 0.00% Reduce -0.0% 96,600 $2.5M
Oak Thistle LLC 0.23% Add +195.2% 93,632 $2.4M
Public Sector Pension Investment Board 0.01% Add +11.4% 90,370 $2.3M
Caxton Associates LLP 0.05% New 90,121 $2.3M
Tudor Investment Corporation 0.01% New 89,098 $2.3M
Xponance LLC 0.02% Add +36.1% 87,882 $2.2M
Arizona State Retirement System 0.01% Reduce -1.1% 87,120 $2.2M
Czech National Bank 0.01% Add +3.3% 86,445 $2.2M
Handelsbanken Fonder AB 0.01% Add +12.6% 85,800 $2.2M
Howard Capital Management, LLC 0.04% Add +0.0% 85,735 $2.2M
Barings LLC 0.04% No change 85,299 $2.2M
GMO 0.01% Add +0.6% 85,148 $2.2M
State of Alaska, Department of Revenue 0.02% Add +0.3% 85,114 $2.2M
Hussman Strategic Advisors, Inc. 0.46% No change 84,000 $2.1M
Credit Agricole S A 0.01% Reduce -14.0% 82,947 $2.1M
State of Michigan Retirement System 0.01% Reduce -0.2% 82,908 $2.1M
Moran Wealth Management, LLC 0.06% Add +65.6% 82,477 $2.1M
Vanguard Investments Australia, Ltd. 0.01% — 81,456 $2.1M
First Citizens Bank & Trust Co. 0.04% Add +7.2% 80,621 $2.1M
Captrust Financial Advisors 0.00% Add +77.5% 79,972 $2.0M
Glenorchy Capital Ltd 1.02% Add +19.6% 74,103 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 73,938 $1.9M
Summit Trail Advisors, LLC 0.03% Add +14.5% 73,438 $1.9M
Gabelli Funds LLC 0.01% No change 73,200 $1.9M
Clough Capital Partners L P 0.18% Add +75.0% 72,410 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +9.8% 71,285 $1.8M
CIBC Asset Management Inc 0.00% Add +0.2% 70,896 $1.8M
DekaBank Deutsche Girozentrale 0.00% No change 70,314 $1.8M
KLP Kapitalforvaltning As 0.01% Reduce -10.8% 69,900 $1.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +38.1% 68,325 $1.7M
Virtu Financial LLC 0.07% Add +29.9% 67,942 $1.7M
Pathstone Holdings, LLC 0.01% Add +7.4% 67,947 $1.7M
Retirement Systems of Alabama 0.01% Reduce -0.2% 67,406 $1.7M
Catalyst Capital Advisors LLC 0.03% Add +12.5% 67,290 $1.7M
Neuberger Berman Group LLC 0.00% Add +69.4% 67,015 $1.7M
Voya Investment Management LLC 0.00% Reduce -0.5% 66,845 $1.7M
Dark Forest Capital Management LP 0.15% Add +0.7% 66,749 $1.7M
Axq Capital, LP 0.22% Add +5.8% 66,643 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -31.2% 66,550 $1.7M
Auxier Asset Management LLC 0.24% Add +11.8% 66,264 $1.7M
Pinnacle Associates Ltd. 0.02% Add +4.4% 65,324 $1.7M
Boston Partners 0.00% Reduce -3.1% 65,216 $1.7M
Caption Management, LLC 0.08% New 65,000 $1.7M
Pictet Asset Management Holding SA 0.00% Add +6.6% 64,179 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +16.6% 63,825 $1.6M
Wealthfront Advisers LLC 0.00% Add +2.7% 63,325 $1.6M
Keybank National Association 0.01% Add +4.0% 63,097 $1.6M
Amalgamated Bank 0.01% Reduce -8.7% 60,950 $1.6M
Schroder Investment Management Group 0.00% Add +16.4% 61,968 $1.5M
SummitTX Capital, L.P. 0.05% Add +131.8% 59,874 $1.5M
Rockefeller Capital Management L.P. 0.00% Add +91.3% 59,434 $1.5M
Independent Financial Group, LLC 0.03% Reduce -12.8% 58,997 $1.5M
Titan Investment Solutions Ltd 0.19% New 58,582 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +28.7% 57,615 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.4% 57,563 $1.5M
Himension Capital (singapore) Pte. LTD. 0.11% New 56,484 $1.4M
Vident Advisory, LLC 0.01% Reduce -0.9% 55,931 $1.4M
Parallax Volatility Advisers, L.P. 0.08% Reduce -53.1% 58,795 $1.4M
Polianta Ltd 0.19% Reduce -9.1% 55,800 $1.4M
Recurrent Investment Advisors LLC 0.08% Add +4.6% 54,447 $1.4M
New York Life Investment Management LLC 0.01% Reduce -6.9% 53,389 $1.4M
UniSuper Management Pty Ltd 0.01% Reduce -20.0% 53,211 $1.4M
Lighthouse Investment Partners, LLC 0.05% Add +49.8% 52,921 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -2.4% 52,735 $1.3M
Kentucky Retirement Systems 0.10% New 28,136 $1.3M
Tidal Investments LLC 0.00% Add +13.1% 52,441 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.8% 51,958 $1.3M
Utah Retirement Systems 0.01% Reduce -2.3% 51,218 $1.3M
Metis Global Partners, LLC 0.03% Reduce -0.2% 51,098 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +13.4% 50,893 $1.3M
Toronto Dominion Bank 0.00% Reduce -7.3% 50,560 $1.3M
Cadence Wealth Management LLC 0.54% Add +43.1% 50,414 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -9.2% 49,820 $1.3M
Empowered Funds, LLC 0.01% Reduce -88.2% 48,444 $1.2M
Merit Financial Group, LLC 0.01% Add +48.1% 47,847 $1.2M
Nisa Investment Advisors, LLC 0.00% Add +5.7% 47,298 $1.2M
Twin Tree Management, LP 0.25% Add +336.8% 46,872 $1.2M
NEOS Investment Management LLC 0.01% Add +1.9% 46,760 $1.2M
Fox Run Management, L.L.C. 0.21% Add +12.0% 47,388 $1.2M
Intech Investment Management LLC 0.01% New 46,104 $1.2M
Edgestream Partners, L.P. 0.04% New 45,950 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -3.5% 45,698 $1.2M
Fulcrum Asset Management LLP 0.17% Add +1204.9% 46,051 $1.2M
Bank of Nova Scotia 0.00% Reduce -73.7% 44,507 $1.1M
Lazard Asset Management LLC 0.00% Add +92.9% 44,018 $1.1M
Qsemble Capital Management, LP 0.09% Add +50.2% 43,945 $1.1M
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.30% New 42,333 $1.1M
Guidance Capital, Inc. 0.24% New 45,619 $1.1M
Corient Private Wealth LP 0.00% Add +28.8% 42,119 $1.1M
Verity Asset Management, Inc. 0.44% Add +9.3% 41,153 $1.0M
IFP Advisors, Inc 0.02% Add +1655.5% 40,165 $1.0M
Kerrisdale Advisers, LLC 0.39% New 39,940 $1.0M
Weiss Asset Management LP 0.03% Reduce -94.1% 38,535 $983K
Cypress Capital Group 0.11% New 38,355 $978K
Fideuram Asset Management (Ireland) dac 0.12% Add +3341.9% 31,321 $977K
Quadrature Capital Ltd 0.01% Reduce -29.4% 37,917 $967K
US Bancorp \de 0.00% Add +1.1% 37,800 $964K
Caitong International Asset Management Co., Ltd 0.18% New 37,627 $959K
Fruth Investment Management 0.24% Add +109.1% 37,530 $957K
Marco Investment Management LLC 0.07% No change 37,350 $952K
Allstate Corp. 0.01% New 37,209 $949K
Quantitative Investment Management, LLC 0.10% Reduce -53.7% 37,215 $948K
O'shaughnessy Asset Management, LLC 0.00% Add +37.4% 37,150 $947K
Oregon Public Employees Retirement Fund 0.01% No change 36,304 $926K
Northwestern Mutual Wealth Management Co. 0.00% Add +56.5% 35,606 $908K
Quantbot Technologies LP 0.04% New 35,409 $903K
Hourglass Capital, LLC 0.19% Reduce -16.6% 35,100 $895K
Old National Bancorp 0.01% Reduce -46.6% 35,094 $895K
Abundance Wealth Counselors 0.13% Add +64.1% 35,031 $893K
PKO BP BANKOWY Universal Pension Society JSC 0.42% No change 35,000 $893K
Sivia Capital Partners, LLC 0.17% Add +159.8% 34,962 $892K
Alessandra Capital Management, LLC 0.74% Add +35.3% 34,245 $873K
Mount Lucas Management LP 0.32% New 34,163 $871K
Mutual of America Capital Management LLC 0.01% Reduce -0.9% 33,755 $861K
Financial Sense Advisors, Inc. 0.20% New 33,190 $846K
Concentric Capital Strategies, LP 0.07% Reduce -10.4% 32,993 $841K
Freestone Grove Partners LP 0.01% Reduce -67.8% 32,965 $841K
Occudo Quantitative Strategies LP 0.05% Add +249.4% 36,026 $838K
Stephens Inc. 0.01% Add +55.5% 32,603 $831K
Public Employees Retirement Association of Colorado 0.00% No change 32,213 $821K
TD Waterhouse Canada Inc. 0.00% Add +106.8% 30,905 $820K
Mackenzie Financial Corp. 0.00% Add +95.2% 31,922 $814K
Schonfeld Strategic Advisors LLC 0.01% New 31,746 $810K
Blair William & Co. 0.00% Add +1.9% 31,559 $805K
Brighton Jones LLC 0.02% New 30,819 $786K
Advisory Services Network, LLC 0.01% Add +181.5% 30,750 $784K
Rakuten Investment Management, Inc. 0.00% Add +10.4% 31,260 $782K
Maverick Capital 0.01% New 30,159 $769K
Headinvest, LLC 0.16% Add +25.0% 30,000 $765K
Franklin Resources Inc. 0.00% Reduce -87.1% 29,820 $760K
Quinn Opportunity Partners LLC 0.04% No change 29,814 $760K
Acadian Asset Management LLC 0.00% New 29,764 $756K
UMB Bank, n.a. 0.01% Reduce -0.4% 29,374 $749K
Focus Partners Advisor Solutions, LLC 0.01% New 29,179 $744K
Redwood Investment Management, LLC 0.09% Reduce -4.3% 28,836 $735K
Murphy Pohlad Asset Management LLC 0.26% No change 28,575 $729K
Unison Advisors LLC 0.06% Add +0.8% 28,476 $726K
Federation des caisses Desjardins du Quebec 0.00% Reduce -8.4% 28,438 $725K
CenterBook Partners LP 0.04% Reduce -83.5% 28,338 $723K
Regal Investment Advisors LLC 0.04% Add +66.9% 28,135 $717K
Calamos Wealth Management LLC 0.02% Add +0.1% 27,999 $714K
Calamos Advisors LLC 0.00% New 27,999 $714K
Nano Cap New Millennium Growth Fund L P 0.66% Add +71.9% 27,500 $701K
X-Square Capital, LLC 0.23% New 27,300 $696K
ION Fund Management Ltd 0.11% No change 27,150 $692K
Bramshill Investments, LLC 0.06% New 26,662 $680K
MAI Capital Management 0.00% Add +143.6% 26,108 $666K
Daiwa Securities Group Inc. 0.00% Add +6.1% 25,872 $660K
Cary Street Partners Financial LLC 0.02% Add +30.6% 25,601 $653K
Polymer Capital Management (US) LLC 0.09% Reduce -58.5% 24,938 $636K
Scotia Capital Inc. 0.00% Add +4.3% 24,865 $634K
Teachers Retirement System of the State of Kentucky 0.00% No change 24,845 $633K
Revisor Wealth Management LLC 0.17% Add +0.0% 24,729 $631K
Ensign Peak Advisors, Inc 0.00% Reduce -68.2% 24,511 $625K
Harvest Fund Management Co., Ltd 0.03% New 24,460 $623K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 23,895 $609K
Marex Group Ltd 0.01% Reduce -11.6% 23,891 $609K
Perigon Wealth Management, LLC 0.01% New 23,741 $605K
VARCOV Co. 0.22% New 23,580 $601K
M&T Bank Corp 0.00% Add +10.6% 23,327 $595K
Windmill Hill Asset Management Ltd 0.18% No change 23,208 $592K
South Dakota Investment Council 0.01% Reduce -51.5% 22,748 $580K
EverSource Wealth Advisors, LLC 0.02% Add +119.6% 22,450 $572K
Nomura Holdings Inc. 0.00% Reduce -66.1% 22,371 $570K
Sylvest Advisors, LLC 0.30% Add +14.6% 22,160 $565K
Chase Investment Counsel Corp. 0.15% New 22,172 $565K
Credit Industriel Et Commercial 0.10% Reduce -6.5% 22,015 $561K
Ethic Inc. 0.01% Add +34.9% 21,969 $560K
CSS LLC 0.09% Reduce -35.6% 21,888 $558K
Sequoia Financial Advisors, LLC 0.00% Add +40.2% 21,783 $555K
HB Wealth Management, LLC 0.00% Add +139.0% 21,210 $541K
Investment Research Partners LLC 0.22% Add +20.9% 21,208 $541K
Adams Natural Resources Fund, Inc. 0.06% No change 21,201 $541K
Numerai GP LLC 0.05% New 20,772 $530K
Pacer Advisors, Inc. 0.00% Reduce -50.7% 20,548 $524K
Allspring Global Investments Holdings, LLC 0.00% Add +11.3% 19,525 $518K
Hickory Point Bank & Trust 0.34% Add +59.8% 20,250 $516K
IHT Wealth Management, LLC 0.01% New 20,084 $512K
Greenwood Capital Associates LLC 0.06% Reduce -4.1% 20,051 $511K
Mairs & Power Inc. 0.01% Reduce -16.7% 20,000 $510K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +58.9% 19,942 $509K
Twinbeech Capital LP 0.05% Reduce -56.4% 19,902 $508K
EntryPoint Capital, LLC 0.15% No change 19,707 $503K
Uncommon Cents Investing LLC 0.11% Add +10.2% 19,320 $493K
Mizuho Securities USA LLC 0.01% Reduce -17.0% 19,189 $489K
Stoneridge Investment Partners LLC 0.35% Reduce -33.9% 19,048 $486K
J. Goldman & Co LP 0.02% New 19,000 $485K
Rafferty Asset Management, LLC 0.00% Reduce -28.5% 18,997 $484K
Tower Research Capital LLC (TRC) 0.01% Add +211.5% 18,751 $478K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +4.8% 18,645 $475K
GAMMA Investing LLC 0.02% Add +43.3% 18,352 $468K
Boothbay Fund Management, LLC 0.01% Reduce -53.0% 18,263 $466K
Moors & Cabot, Inc. 0.02% Add +33.4% 18,235 $465K
Driehaus Capital Management LLC 0.00% New 18,042 $460K
Savant Capital, LLC 0.00% Add +9.1% 18,010 $459K
Hartford Investment Management Co. 0.01% Reduce -3.4% 18,007 $459K
Norinchukin Bank, The 0.01% Add +0.4% 17,980 $458K
Ridgewood Investments LLC 0.19% — 17,908 $457K
Amova Asset Management Americas, Inc. 0.01% Add +2.1% 17,641 $450K
Brevan Howard Capital Management LP 0.00% Reduce -83.0% 17,512 $447K
Cardinal Point Capital Management ULC 0.03% New 17,325 $442K
HighTower Advisors, LLC 0.00% Add +103.4% 17,075 $435K
Aberdeen Group plc 0.00% Reduce -7.3% 16,727 $427K
Waddell & Associates, LLC 0.02% New 16,392 $418K
Louisiana State Employees Retirement System 0.01% No change 16,200 $413K
Sowell Financial Services LLC 0.02% Reduce -3.1% 16,135 $411K
Nomura Asset Management Co. Ltd. 0.00% Add +6.9% 15,880 $405K
John G Ullman & Associates Inc. 0.05% New 15,750 $402K
Pallas Capital Advisors LLC 0.01% New 15,687 $400K
Agf Management Ltd. 0.00% No change 15,454 $394K
Curi Capital, LLC 0.01% New 15,333 $391K
Private Advisor Group, LLC 0.00% New 15,269 $389K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% Add +14.5% 15,055 $387K
Maryland State Retirement & Pension System 0.01% No change 14,952 $381K
Cim Investment Management Inc. 0.10% Reduce -0.5% 14,914 $380K
SouthState Bank Corp 0.02% Reduce -7.4% 14,711 $375K
Shufro Rose & Co. LLC 0.03% No change 14,700 $375K
Advisors Asset Management, Inc. 0.01% Add +146.7% 14,689 $375K
New Mexico Educational Retirement Board 0.01% No change 14,550 $371K
Diametric Capital, LP 0.10% Reduce -16.1% 14,476 $369K
NorthCrest Asset Manangement, LLC 0.01% Add +70.3% 14,072 $368K
Silvercrest Asset Management Group LLC 0.00% New 14,215 $362K
Generali Asset Management SPA SGR 0.01% Reduce -67.3% 14,200 $362K
United Advisor Group, LLC 0.04% New 14,122 $360K
Chicago Partners Investment Group LLC 0.01% New 14,331 $351K
OMERS ADMINISTRATION Corp 0.00% Reduce -35.5% 13,578 $346K
International Assets Investment Management, LLC 0.02% Add +18.3% 12,903 $342K
Sigma Planning Corp 0.01% New 13,408 $342K
Ausdal Financial Partners, Inc. 0.02% New 13,394 $342K
Groupama Asset Managment 0.01% Reduce -55.1% 13,328 $340K
Citizens Financial Group Inc. 0.00% New 13,103 $334K
Plan A Wealth LLC 0.16% Add +10.3% 13,075 $333K
MUFG Securities EMEA plc 0.01% No change 13,026 $332K
Waterfront Wealth Inc. 0.06% New 12,845 $328K
Jones Financial Companies LLLP 0.00% Add +30.4% 12,774 $319K
West Michigan Advisors, LLC 0.07% No change 12,340 $315K
United Capital Financial Advisors, LLC 0.00% Add +31.1% 12,304 $314K
PFG Investments, LLC 0.01% New 12,272 $313K
Diversified Trust Co. 0.01% New 12,211 $311K
Ancora Advisors LLC 0.01% Reduce -5.9% 12,095 $308K
Ritholtz Wealth Management 0.01% New 12,077 $308K
Corsair Capital Management, L.P. 0.05% New 12,000 $306K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 12,000 $306K
CWA Asset Management Group, LLC 0.01% Reduce -64.4% 11,974 $305K
Empirical Finance, LLC 0.01% Reduce -0.2% 11,909 $304K
Gateway Wealth Partners, LLC 0.01% New 11,800 $301K
Beacon Pointe Advisors, LLC 0.00% Add +14.9% 11,728 $299K
Asset Management One Co., Ltd. 0.00% Reduce -2.0% 11,674 $298K
Systematic Alpha Investments, LLC 0.01% No change 11,633 $297K
Kestra Advisory Services, LLC 0.00% Add +29.4% 11,606 $296K
Quantum Portfolio Management LLC 0.13% Add +6.0% 11,506 $293K
Bull Harbor Capital LLC 0.08% — 11,411 $291K
NewEdge Advisors, LLC 0.00% Add +757.5% 11,370 $290K
Prelude Capital Management, LLC 0.02% Reduce -20.8% 11,368 $290K
Ballentine Partners, LLC 0.00% New 11,289 $288K
Graham Capital Management, L.P. 0.01% Reduce -42.1% 11,209 $286K
HM Payson & Co. 0.00% No change 11,200 $286K
Blueshift Asset Management, LLC 0.09% Add +22.2% 11,065 $282K
Daymark Wealth Partners, LLC 0.01% New 11,059 $282K
Natixis Advisors, LLC 0.00% Reduce -2.5% 10,819 $276K
Cidel Asset Management Inc. 0.01% Add +19.1% 10,813 $276K
Marble Harbor Investment Counsel, LLC 0.03% No change 10,795 $275K
Krilogy Financial LLC 0.01% Reduce -15.4% 11,028 $273K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.6% 11,870 $273K
Glenmede Trust Co. NA 0.00% Add +2.5% 10,687 $273K
Sterling Capital Management LLC 0.01% Reduce -43.3% 10,591 $270K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 10,583 $270K
Atria Investments, Inc 0.00% New 10,531 $269K
Macquarie Group Ltd. 0.00% Reduce -20.9% 10,474 $267K
Rothschild Investment LLC 0.01% Add +1971.8% 10,442 $266K
Investors Research Corp 0.05% Add +5.1% 10,375 $265K
Carolina Wealth Advisors, LLC 0.11% Reduce -95.7% 10,322 $263K
Integrated Investment Consultants, LLC 0.06% Add +0.6% 10,318 $263K
AAFMAA Wealth Management & Trust LLC 0.10% New 10,292 $262K
180 Wealth Advisors, LLC 0.03% Reduce -23.1% 10,244 $261K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.1% 10,155 $259K
Walnut Level Capital LLC 0.29% New 10,000 $255K
Oasis Management Co Ltd. 0.04% New 10,000 $255K
Praxis Investment Management Inc. 0.02% Reduce -4.5% 10,011 $255K
Patton Fund Management, Inc. 0.04% Add +8.5% 9,839 $251K
Allworth Financial LP 0.00% Add +578.6% 9,751 $249K
Kestra Private Wealth Services, LLC 0.00% New 9,634 $246K
Sanctuary Advisors, LLC 0.00% New 9,613 $245K
Greenleaf Trust 0.00% Reduce -30.8% 9,611 $245K
Arax Advisory Partners 0.01% Add +11.1% 9,504 $242K
V-Square Quantitative Management LLC 0.03% Reduce -19.6% 9,319 $238K
Baker Avenue Asset Management, LP 0.01% New 9,254 $236K
Foundations Investment Advisors, LLC 0.00% Reduce -34.2% 9,226 $235K
North Dakota State Investment Board 0.01% Reduce -14.7% 9,224 $235K
Resonant Capital Advisors, LLC 0.01% New 9,223 $235K
Snowwater Investment Partners, LLC 0.22% Add +6.8% 9,112 $232K
Profund Advisors LLC 0.01% New 9,104 $232K
Garner Asset Management Corp 0.09% Reduce -22.3% 9,059 $231K
WINTON GROUP Ltd 0.01% New 8,952 $228K
Evergreen Capital Management LLC 0.01% Reduce -1.9% 8,947 $228K
Park Avenue Securities LLC 0.00% New 8,883 $227K
Accredited Investors Inc. 0.01% Add +0.7% 8,879 $226K
Mirabella Financial Services LLP 0.02% Reduce -61.0% 8,804 $225K
Mufg Securities Americas Inc. 0.01% Add +2.7% 8,783 $224K
Corecam Pte. Ltd. 0.10% New 8,690 $222K
Verition Fund Management LLC 0.00% Reduce -94.8% 8,621 $220K
Independent Advisor Alliance 0.00% New 8,567 $218K
Verus Capital Partners, LLC 0.01% New 8,530 $218K
Securian Asset Management, Inc. 0.01% Reduce -1.2% 8,530 $218K
Sprott Inc. 0.01% New 8,491 $217K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -99.3% 8,483 $216K
&partners 0.00% New 8,451 $216K
Chesapeake Capital Corp. 0.15% New 8,209 $209K
Evolve Private Wealth, LLC 0.01% New 8,198 $209K
SBI Securities Co., Ltd. 0.01% Add +589.1% 8,070 $206K
Oppenheimer & Co. Inc. 0.00% New 8,064 $206K
Novem Group 0.02% New 8,040 $205K
TRUE Private Wealth Advisors 0.02% Reduce -3.9% 8,000 $204K
Canada Post Corp Registered Pension Plan 0.01% No change 7,969 $203K
Intellectus Partners, LLC 0.04% New 7,900 $201K
Coldstream Capital Management Inc. 0.00% New 7,885 $201K
J.W. Cole Advisors, Inc. 0.01% New 7,870 $201K
Virtus Investment Advisers, LLC 0.06% Add +16.9% 7,819 $199K
Hunting Hill Global Capital, LLC 0.23% New 7,600 $194K
STRS Ohio 0.00% Reduce -0.1% 7,547 $192K
Byrne Asset Management LLC 0.11% New 7,420 $189K
State of Wyoming 0.02% Add +6.2% 7,228 $184K
Natixis 0.00% Reduce -87.5% 6,981 $178K
Farther Finance Advisors, LLC 0.00% Add +20.1% 6,684 $177K
Intesa Sanpaolo S.p.A. 0.01% Add +17.3% 6,928 $177K
NFSG Corp 0.03% Add +190.3% 6,102 $156K
Parallel Advisors, LLC 0.00% Add +35.2% 6,098 $156K
E Fund Management (Hong Kong) Co., Ltd. 0.07% New 6,039 $154K
Tema ETFs LLC 0.01% Add +0.5% 5,775 $147K
CX Institutional 0.00% Add +16.1% 5,335 $136K
Horizon Investments, LLC 0.00% Add +5.2% 5,328 $136K
AlphaCentric Advisors LLC 0.13% New 5,079 $130K
EFG International AG 0.00% Add +2253.5% 4,707 $120K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +269.3% 4,653 $119K
Exchange Traded Concepts, LLC 0.00% Reduce -11.8% 4,569 $117K
Wilmington Savings Fund Society, FSB 0.00% No change 4,233 $108K
Resona Asset Management Co.,Ltd. 0.00% Add +23.7% 4,285 $107K
CoreCap Advisors, LLC 0.00% Add +20.4% 4,168 $106K
Caitlin John, LLC 0.06% Add +17.2% 3,813 $97K
Deseret Mutual Benefit Administrators 0.03% Add +86.8% 3,632 $93K
Los Angeles Capital Management LLC 0.00% Add +155.6% 3,630 $93K
Essential Partners LLC 0.03% Add +81.0% 3,569 $91K
Employees Retirement System of Texas 0.00% New 3,557 $91K
Root Financial Partners, LLC 0.00% Add +291.2% 3,407 $87K
Quarry LP 0.02% Add +156.9% 3,329 $85K
Strengthening Families & Communities, LLC 0.02% Add +0.4% 2,906 $74K
Ameritas Investment Partners, Inc. 0.00% No change 2,893 $74K
Huntington National Bank 0.00% Add +72.9% 2,825 $72K
Signaturefd, LLC 0.00% Add +0.9% 2,686 $68K
Brown Brothers Harriman & Co. 0.00% Add +674.0% 2,616 $67K
Harbour Investments, Inc. 0.00% Add +677.6% 2,574 $66K
Westpac Banking Corp. 0.00% No change 2,552 $65K
Intesa Sanpaolo Wealth Management 0.01% Add +20.0% 2,400 $61K
Hantz Financial Services, Inc. 0.00% Add +73.0% 2,282 $58K
Private Wealth Asset Management, LLC 0.01% Reduce -5.8% 2,073 $53K
Sit Investment Associates Inc. 0.00% No change 2,025 $52K
Bessemer Group Inc. 0.00% Reduce -67.7% 2,021 $51K
Versant Capital Management, Inc 0.00% Add +784.6% 1,955 $50K
Basecamp Wealth Advisors LLC 0.01% Add +27.1% 1,872 $48K
AdvisorNet Financial, Inc 0.00% Reduce -7.1% 1,815 $46K
True Wealth Design, LLC 0.01% Add +8180.9% 1,739 $44K
Pilgrim Partners Asia Pte Ltd 0.02% New 1,660 $42K
Gen-Wealth Partners Inc 0.01% Add +16.5% 1,558 $40K
Blue Trust, Inc. 0.00% Reduce -1.1% 1,486 $38K
Pflug Koory, LLC 0.02% No change 1,460 $37K
Altshuler Shaham Ltd 0.00% Add +36.4% 1,379 $35K
Rakuten Securities, Inc. 0.01% Add +38.2% 1,332 $34K
Smartleaf Asset Management LLC 0.00% Add +16.6% 1,302 $33K
SJS Investment Consulting Inc. 0.00% Add +72.9% 1,245 $32K
Hartford Financial Management Inc. 0.01% New 1,220 $31K
GoalVest Advisory LLC 0.01% No change 1,014 $26K
Chelsea Counsel Co. 0.01% No change 1,000 $26K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $26K
Dorato Capital Management 0.02% No change 930 $25K
Cary Street Partners Investment Advisory LLC 0.01% Add +32.4% 916 $23K
CYBER HORNET ETFs LLC 0.01% Reduce -7.7% 873 $23K
TD Private Client Wealth LLC 0.00% Add +4.2% 878 $22K
Grove Bank & Trust 0.00% No change 869 $22K
Mather Group, Llc. 0.00% New 812 $21K
Elevation Wealth Partners, LLC 0.01% Add +26.2% 795 $20K
Cromwell Holdings LLC 0.01% No change 768 $20K
Rexford Capital Inc. 0.01% No change 761 $19K
DT Investment Partners, LLC 0.00% No change 759 $19K
Foster Dykema Cabot & Partners, LLC 0.00% No change 750 $19K
Zions Bancorporation, National Association 0.00% Add +64.9% 747 $19K
Private Trust Co. NA 0.00% Add +8.3% 682 $17K
Destiny Wealth Partners, LLC 0.00% New 655 $17K
Manchester Capital Management LLC 0.00% Add +18.1% 653 $17K
Quadrant Capital Group LLC 0.00% Reduce -59.6% 634 $16K
Quent Capital, LLC 0.00% Add +233.3% 630 $16K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +130.7% 602 $15K
Activest Wealth Management 0.00% Reduce -1.6% 601 $15K
Parkside Financial Bank & Trust 0.00% Reduce -50.1% 598 $15K
CENTRAL TRUST Co 0.00% No change 598 $15K
Capital Advisors, Ltd. LLC 0.00% Add +0.7% 606 $15K
Larson Financial Group LLC 0.00% Add +259.6% 561 $14K
SHP Wealth Management 0.00% Add +5.4% 527 $13K
Synergy Investment Management, LLC 0.00% New 505 $13K
JNBA Financial Advisors 0.00% No change 500 $13K
Lanark Financial, Inc. 0.00% No change 480 $12K
Sunbelt Securities, Inc. 0.00% No change 454 $12K
CVA Family Office, LLC 0.00% Reduce -87.5% 449 $11K
Danske Bank A/S 0.00% Reduce -87.1% 400 $10K
Pinnacle Bancorp, Inc. 0.00% Add +25.2% 343 $9K
Fortitude Family Office, LLC 0.00% Add +75.8% 341 $9K
Roxbury Financial LLC 0.01% Add +0.6% 331 $8K
WPG Advisers, LLC 0.01% Reduce -40.3% 322 $8K
Princeton Global Asset Management LLC 0.00% No change 314 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 300 $8K
Covestor Ltd 0.01% Reduce -13.2% 316 $8K
Maseco LLP 0.00% No change 309 $8K
Evermay Wealth Management LLC 0.00% No change 305 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -12.6% 298 $8K
Ogorek Anthony Joseph /NY/ 0.00% Add +21.2% 286 $7K
GW&K Investment Management, LLC 0.00% Reduce -11.9% 282 $7K
Hara Capital LLC 0.00% No change 270 $7K
Meeder Asset Management Inc. 0.00% Add +76.3% 268 $7K
Sachetta, LLC 0.00% Add +126.3% 267 $7K
Bokf, NA 0.00% New 260 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +23.3% 259 $7K
Aventura Private Wealth, LLC 0.00% No change 250 $6K
Ascentis Independent Advisors 0.00% New 249 $6K
Farmers & Merchants Investments Inc. 0.00% No change 247 $6K
Spire Wealth Management 0.00% Reduce -71.0% 238 $6K
Nalls Sherbakoff Group, LLC 0.00% No change 237 $6K
Wealth Preservation Advisors, LLC 0.01% New 235 $6K
REAP Financial Group, LLC 0.00% Add +1.0% 211 $5K
First Horizon Corp. 0.00% Reduce -27.1% 210 $5K
Solstein Capital, LLC 0.00% New 200 $5K
Southern Michigan Bank & Trust 0.00% — 200 $5K
Centerpoint Advisors, LLC 0.00% No change 200 $5K
Bollard Group LLC 0.00% Add +0.5% 209 $5K
Addison Advisors LLC 0.00% Add +86.7% 196 $5K
Bear Mountain Capital, Inc. 0.00% No change 200 $5K
LRI Investments, LLC 0.00% New 172 $4K
Johnson Financial Group, Inc. 0.00% Reduce -18.1% 172 $4K
Colonial Trust Co / SC 0.00% Reduce -1.8% 166 $4K
First Command Advisory Services, Inc. 0.00% No change 163 $4K
Keating Financial Advisory Services, Inc. 0.00% Add +28.5% 158 $4K
Rossby Financial, LCC 0.00% Add +4.2% 149 $4K
Kilter Group LLC 0.00% New 147 $4K
Gold Investment Management Ltd. 0.00% No change 146 $4K
JPL Wealth Management, LLC 0.00% New 145 $4K
Strategic Investment Solutions, Inc. 0.00% Reduce -78.8% 140 $4K
Clearstead Advisors, LLC 0.00% Reduce -85.0% 136 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 135 $3K
Truvestments Capital LLC 0.00% Reduce -43.1% 132 $3K
Bell Investment Advisors, Inc 0.00% Reduce -27.8% 122 $3K
Avion Wealth 0.00% Reduce -13.7% 120 $3K
Washington Trust Advisors, Inc. 0.00% New 116 $3K
Cedar Mountain Advisors, LLC 0.00% New 114 $3K
Whittier Trust Co. of Nevada Inc. 0.00% Add +180.6% 101 $3K
Redwood Park Advisors LLC 0.00% New 100 $3K
Costello Asset Management, INC 0.00% No change 100 $3K
City State Bank 0.00% No change 100 $3K
Creative Financial Designs Inc. 0.00% No change 96 $2K
McMillan Office, Inc. 0.00% No change 95 $2K
First Pacific Financial 0.00% New 93 $2K
HighMark Wealth Management LLC 0.00% Add +1.2% 86 $2K
Owl Creek Wealth Partners LLC 0.00% — 85 $2K
Arlington Trust Co LLC 0.00% New 78 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +1.3% 76 $2K
Clearstead Trust, LLC 0.00% Add +150.0% 75 $2K
Private Wealth Management Group, LLC 0.00% Reduce -7.7% 72 $2K
TFC Financial Management, Inc. 0.00% Add +1180.0% 64 $2K
Torren Management, LLC 0.00% Reduce -95.8% 60 $2K
Clayton Financial Group LLC 0.00% Add +200.0% 57 $1K
Lummis Asset Management, LP 0.00% No change 55 $1K
McGuire Capital Advisors Inc. 0.00% Reduce -92.4% 55 $1K
Rialto Wealth Management, LLC 0.00% Reduce -14.3% 54 $1K
Raffa Wealth Management, LLC 0.00% Add +8.0% 54 $1K
Bogart Wealth, LLC 0.00% New 54 $1K
Summit Securities Group LLC 0.00% Reduce -89.0% 52 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +73.3% 52 $1K
Key Financial Inc 0.00% Reduce -29.0% 49 $1K
Valued Wealth Advisors LLC 0.00% Reduce -19.2% 42 $1K
Cornerstone Financial Management LLC 0.00% No change 41 $1K
Archer Investment Corp 0.00% No change 40 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +17.6% 40 $1K
Winthrop Capital Management, LLC 0.00% No change 50 $1K
Bfsg, LLC 0.00% No change 39 $984
Ares Financial Consulting, LLC 0.00% No change 37 $982
MV Capital Management, Inc. 0.00% Reduce -30.2% 37 $944
Sound Income Strategies, LLC 0.00% No change 35 $929
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 35 $892
DecisionPoint Financial, LLC 0.00% No change 34 $867
Atlantic Union Bankshares Corp 0.00% Reduce -72.4% 34 $867
Dunhill Financial, LLC 0.00% Add +37.5% 33 $852
Merkkuri Wealth Advisors LLC 0.00% New 33 $833
1015 Capital Partners, LLC 0.00% No change 28 $714
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 24 $612
Vermillion Wealth Management, Inc. 0.00% New 23 $587
Banque Pictet & Cie SA 0.00% New 20 $510
Cornerstone Planning Group LLC 0.00% Add +162.5% 21 $489
HFM Investment Advisors, LLC 0.00% Add +72.7% 19 $485
Physician Wealth Advisors, Inc. 0.00% No change 19 $485
Financial Life Planners 0.00% New 18 $466
Principia Wealth Advisory, LLC 0.00% Reduce -21.7% 18 $459
North Star Investment Management Corp. 0.00% New 18 $459
Financial Management Professionals, Inc. 0.00% No change 16 $408
Assetmark, Inc. 0.00% Reduce -65.9% 15 $379
Bruce G. Allen Investments, LLC 0.00% No change 13 $332
Decker Retirement Planning Inc. 0.00% No change 11 $281
Tidemark, LLC 0.00% New 11 $281
Strategic Wealth Partners, Ltd. 0.00% New 11 $276
Portus Wealth Advisors, LLC 0.00% New 10 $255
Intentional Wealth Strategies, LLC 0.00% — 10 $255
Aspect Partners, LLC 0.00% Reduce -9.1% 10 $255
Trust Co 0.00% No change 10 $255
Curio Wealth, LLC 0.00% New 9 $230
Murphy & Mullick Capital Management Corp 0.00% No change 8 $204
Distillate Capital Partners LLC 0.00% No change 8 $204
Triumph Capital Management 0.00% New 6 $153
Nvwm, LLC 0.00% No change 5 $128
MidFirst Bank 0.00% New 5 $128
Toth Financial Advisory Corp. 0.00% No change 4 $102
Transamerica Financial Advisors, LLC 0.00% Reduce -98.1% 2 $58
SOA Wealth Advisors, LLC. 0.00% No change 2 $57
Hughes Financial Services, LLC 0.00% New 2 $51
Quaker Wealth Management, LLC 0.00% Reduce -66.7% 1 $26
Highline Wealth Partners LLC 0.00% New 1 $26

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