The MosaicMOS

13F holders, Q2 2026 (June 30)
666holders −31
92new positions
124sold out
8famous investors
$21.20avg. 13F price*

At the end of Q2 2026, 666 institutions reported holding The Mosaic Co. (MOS) in their 13F filings, down 31 from Q1 2026. 92 opened new positions and 124 sold out. The largest holders were BlackRock, Inc. ($524.5M), Vanguard Capital Management LLC ($439.6M) and AQR Capital Management ($387.6M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jeremy Grantham (0.1% of GMO'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions92$308.1M
Exits124$237.8M

All 13F filers, Q1 2026 → Q2 2026: 57,008,321 shares bought and 46,166,862 shares sold, net +10,841,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 666 holders

BlackRock, Inc. 0.01% Add +4.7% 24,751,481 $524.5M
Vanguard Capital Management LLC 0.01% Add +0.5% 20,744,667 $439.6M
AQR Capital Management 0.14% Add +67.4% 18,292,494 $387.6M
State Street Corp. 0.01% Add +12.2% 15,039,070 $318.7M
Invesco Ltd. 0.03% Add +32.6% 14,904,222 $315.8M
Vanguard Portfolio Management LLC 0.01% Reduce -3.6% 14,759,347 $312.8M
Dimensional Fund Advisors LP 0.06% Add +1.2% 14,411,407 $305.4M
FMR LLC 0.01% Reduce -54.6% 13,199,733 $279.7M
Geode Capital Management, LLC 0.01% Add +1.9% 8,919,117 $188.7M
Donald Smith & Co., Inc. 2.90% Add +67.3% 7,723,547 $163.7M
Millennium Management 0.10% Add +2767.2% 6,591,349 $139.7M
Morgan Stanley 0.01% Add +5.0% 5,152,979 $109.2M
Northern Trust Corp. 0.01% Reduce -0.7% 5,138,691 $108.9M
Norges Bank 0.01% — 4,587,982 $97.2M
Goldman Sachs Group Inc. 0.01% Reduce -38.2% 4,195,842 $88.9M
Charles Schwab Investment Management Inc. 0.01% Add +6.7% 4,161,262 $88.2M
Nykredit A/S 0.30% — 3,692,973 $78.3M
Deutsche Bank AG 0.02% Add +20.6% 3,450,286 $73.1M
T. Rowe Price Associates Inc. 0.01% Reduce -37.3% 3,447,391 $73.1M
UBS Group AG 0.01% Add +74.9% 3,343,319 $70.8M
Thompson Siegel & Walmsley LLC 1.13% Reduce -2.5% 2,961,417 $62.8M
Capital International Investors 0.01% New 2,784,080 $59.0M
Wellington Management Group LLP 0.01% Add +8.8% 2,755,216 $58.4M
Bank of New York Mellon Corp 0.01% Reduce -34.6% 2,703,415 $57.3M
Maple Rock Capital Partners Inc. 1.11% New 2,680,000 $56.8M
Allianz Asset Management GmbH 0.05% Add +19.2% 2,654,377 $56.2M
Citigroup Inc. 0.02% Add +420.1% 2,384,204 $50.5M
Bank of America Corp. 0.00% Reduce -6.5% 2,326,512 $49.3M
DNB Asset Management AS 0.13% No change 2,253,961 $47.8M
Victory Capital Management Inc. 0.02% Reduce -3.5% 2,036,970 $43.2M
Vanguard Fiduciary Trust Co. 0.01% Reduce -0.1% 1,784,632 $37.8M
First Trust Advisors LP 0.02% Add +71.0% 1,622,771 $34.4M
Amundi 0.01% Add +5.2% 1,575,155 $33.4M
Raymond James Financial Inc. 0.01% Reduce -7.8% 1,532,192 $32.5M
Susquehanna International Group, LLP 0.03% Add +105.8% 1,374,456 $29.1M
GMO 0.06% Add +1476.1% 1,342,000 $28.4M
Gate City Capital Management, LLC 7.14% New 1,300,000 $27.5M
JPMorgan Chase & Co. 0.00% Reduce -25.5% 1,193,279 $27.1M
SailingStone Capital Partners LLC 4.71% New 1,187,332 $25.2M
Goehring & Rozencwajg Associates, LLC 1.44% Add +27.8% 1,178,956 $25.0M
Nuveen, LLC 0.01% Reduce -10.3% 1,131,753 $24.0M
Kopernik Global Investors, LLC 1.45% New 1,119,095 $23.7M
Barclays PLC 0.01% Add +1.1% 1,087,529 $23.0M
S&co Inc. 1.27% Add +8.0% 1,040,723 $22.1M
American Century Companies Inc. 0.01% Add +332.6% 1,031,078 $21.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.4% 1,003,763 $21.3M
Storebrand Asset Management As 0.05% Reduce -0.1% 999,721 $21.2M
BNP Paribas Financial Markets 0.01% Reduce -28.9% 990,020 $21.0M
Holocene Advisors, LP 0.05% New 984,226 $20.9M
Citadel Advisors 0.01% Reduce -68.1% 978,462 $20.7M
Algert Global LLC 0.24% Add +257.6% 946,286 $20.1M
Susquehanna Portfolio Strategies, LLC 0.30% Add +30.0% 902,630 $19.1M
Russell Investments Group, Ltd. 0.02% Add +20.5% 896,591 $19.0M
Bank of Montreal 0.01% Add +45.8% 893,900 $18.9M
Wells Fargo & Company 0.00% Reduce -7.6% 880,077 $18.6M
BW Gestao de Investimentos Ltda. 0.45% New 873,053 $18.5M
Ieq Capital, LLC 0.08% Add +132.3% 868,548 $18.4M
Cerity Partners LLC 0.02% Add +43.9% 867,364 $18.4M
Aegis Financial Corp. 2.86% No change 853,638 $18.1M
Squarepoint Ops LLC 0.04% Reduce -40.8% 844,986 $17.9M
Van Eck Associates Corp. 0.01% Reduce -47.9% 817,822 $17.3M
LSV Asset Management 0.03% Reduce -49.6% 780,740 $16.5M
Terril Brothers, Inc. 4.18% Reduce -1.3% 762,320 $16.2M
Managed Asset Portfolios, LLC 1.84% Add +4.5% 761,336 $16.1M
Legal & General Group Plc 0.00% Add +20.2% 760,316 $16.1M
IMC-Chicago, LLC 0.15% Add +46.6% 758,223 $16.1M
Quantinno Capital Management LP 0.02% Add +112.6% 751,995 $15.9M
Caisse de depot et placement du Quebec 0.02% Reduce -38.1% 741,964 $15.7M
Point72 Asset Management 0.02% New 711,467 $15.1M
Vanguard Global Advisers, LLC 0.01% Reduce -1.3% 710,858 $15.1M
SG Americas Securities, LLC 0.01% Add +54.5% 703,641 $14.9M
Edmond DE Rothschild Holding S.A. 0.20% Add +32.1% 700,000 $14.8M
Foundation Resource Management Inc. 1.71% Add +1.6% 694,864 $14.7M
Mariner, LLC 0.01% Add +110.0% 664,233 $14.1M
M&G PLC 0.07% Add +66.6% 657,974 $13.8M
Rhumbline Advisers 0.01% Add +8.3% 639,637 $13.6M
Swiss National Bank 0.01% Add +1.4% 637,144 $13.5M
HighTower Advisors, LLC 0.01% Add +3533.0% 620,328 $13.1M
Woodline Partners LP 0.04% New 617,106 $13.1M
Group One Trading LLC 0.37% Add +67.4% 607,889 $12.9M
Colrain Capital LLC 4.13% Add +15.2% 576,178 $12.2M
California Public Employees Retirement System 0.01% Add +38.2% 544,043 $11.5M
Newport Trust Company, LLC 0.03% Reduce -7.0% 529,218 $11.2M
Wedge Capital Management L L P 0.17% Add +24.7% 494,520 $10.5M
HSBC Holdings PLC 0.00% Add +13.8% 482,772 $10.2M
Adage Capital Partners Gp, L.L.C. 0.01% New 433,320 $9.2M
Principal Financial Group Inc. 0.00% Reduce -0.5% 425,630 $9.0M
Creative Planning 0.01% Add +101.8% 415,150 $8.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -3.0% 403,582 $8.6M
Cohen & Steers, Inc. 0.01% Reduce -41.3% 389,943 $8.3M
Royal Bank of Canada 0.00% Reduce -2.9% 389,740 $8.3M
Abbington Investment Group 5.14% Add +0.0% 381,294 $8.1M
Alliancebernstein L.P. 0.00% Reduce -8.4% 314,106 $8.0M
California State Teachers Retirement System 0.01% Add +0.5% 368,161 $7.8M
Sage Capital Advisors,llc 1.57% Reduce -0.9% 357,336 $7.6M
Lighthouse Investment Partners, LLC 0.23% Add +573.5% 356,438 $7.6M
CWA Asset Management Group, LLC 0.23% Add +2858.9% 354,294 $7.5M
Swedbank AB 0.01% Reduce -8.0% 343,200 $7.3M
Titan Wealth (CI) Ltd 2.52% Add +42.2% 319,916 $6.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +10.4% 312,378 $6.6M
Envestnet Asset Management Inc. 0.00% Add +48.1% 295,756 $6.3M
Jupiter Topco LLC 0.00% — 293,884 $6.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.5% 293,078 $6.2M
Bleakley Financial Group, LLC 0.08% Add +32.2% 281,809 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +94.4% 287,284 $5.5M
MMCAP International Inc. SPC 0.47% Add +55.2% 257,538 $5.5M
Lloyd Harbor Capital Management, LLC 6.30% New 255,000 $5.4M
Mercer Global Advisors Inc. 0.01% Add +104.0% 254,727 $5.4M
New York State Teachers Retirement System 0.01% Reduce -2.7% 250,101 $5.3M
LPL Financial LLC 0.00% Add +21.3% 245,988 $5.2M
New York State Common Retirement Fund 0.01% Add +4.7% 240,271 $5.1M
Manufacturers Life Insurance Company, The 0.00% Add +5.0% 236,453 $5.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.1% 222,570 $4.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -0.7% 221,256 $4.7M
Capital Fund Management S.A. 0.03% Reduce -33.3% 217,523 $4.6M
CANADA LIFE ASSURANCE Co 0.01% Add +2.8% 211,617 $4.5M
Stifel Financial Corp. 0.00% Add +36.6% 211,298 $4.5M
CIBC Bancorp USA Inc. 0.01% Add +95.6% 209,920 $4.4M
Sicart Associates LLC 1.07% Add +12.3% 206,065 $4.4M
D. E. Shaw & Co. 0.00% Add +8.3% 205,418 $4.4M
Vontobel Holding Ltd. 0.01% Reduce -8.1% 198,206 $4.2M
Pekin Hardy Strauss, Inc. 0.37% Add +0.2% 197,889 $4.2M
Cibc World Market Inc. 0.01% Reduce -29.6% 194,798 $4.1M
HRT Financial LP 0.01% Reduce -74.4% 192,072 $4.1M
Gotham Asset Management 0.01% Reduce -27.5% 190,184 $4.0M
Massar Capital Management, LP 1.36% Reduce -43.3% 186,504 $4.0M
Simplex Trading, LLC 0.10% Add +1.8% 185,130 $3.9M
Ameriprise Financial Inc. 0.00% Reduce -43.9% 184,356 $3.9M
Sei Investments Co. 0.00% Reduce -68.2% 182,741 $3.9M
Federated Hermes, Inc. 0.01% Reduce -31.1% 181,309 $3.8M
Fideuram Asset Management (Ireland) dac 0.07% Add +380.9% 150,630 $3.7M
Assenagon Asset Management S.A. 0.00% Add +214.9% 166,069 $3.5M
Focus Partners Wealth 0.00% Reduce -43.2% 164,697 $3.5M
National Bank of Canada 0.00% Add +38.7% 162,426 $3.4M
Marshall Wace, LLP 0.00% Reduce -92.3% 161,352 $3.4M
Man Group plc 0.01% Add +19.7% 160,213 $3.4M
Howard Capital Management, LLC 0.04% Add +84.2% 157,948 $3.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +25.4% 154,923 $3.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.9% 153,468 $3.3M
Prudential Financial Inc. 0.00% Reduce -1.5% 153,295 $3.2M
Agf Management Ltd. 0.01% Add +886.1% 152,390 $3.2M
Butensky & Cohen Financial Security, Inc. 0.80% Reduce -12.8% 151,721 $3.2M
Allianz SE 0.03% No change 150,650 $3.2M
Summit Financial, LLC 0.03% Add +0.0% 149,211 $3.2M
Core Capital Management & Research, inc. 1.66% — 129,343 $3.1M
Eurizon Capital SGR S.p.A. 0.01% Reduce -36.1% 144,907 $3.1M
State of Wisconsin Investment Board 0.01% Reduce -36.5% 143,639 $3.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +6.4% 142,267 $3.0M
Dark Forest Capital Management LP 0.19% Add +111.3% 141,077 $3.0M
CI Investments Inc. 0.01% Add +5.1% 140,931 $3.0M
Fifth Third Bancorp 0.00% Add +10.6% 139,778 $3.0M
Treasurer of the State of North Carolina 0.01% Add +0.2% 135,289 $2.9M
De Lisle Partners LLP 0.30% No change 130,989 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -2.7% 125,728 $2.7M
Qsemble Capital Management, LP 0.34% Add +185.7% 125,528 $2.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -52.3% 124,600 $2.6M
Ariel Investments 0.03% Reduce -16.7% 123,607 $2.6M
Captrust Financial Advisors 0.00% Add +53.5% 122,728 $2.6M
Two Sigma Investments, LP 0.00% Reduce -45.9% 122,415 $2.6M
DRW Securities, LLC 0.15% Reduce -51.9% 121,338 $2.6M
ExodusPoint Capital Management, LP 0.02% Reduce -5.6% 120,940 $2.6M
Leonteq Securities AG 0.15% Add +14.2% 117,962 $2.5M
PDT Partners, LLC 0.13% New 116,593 $2.5M
Journey Advisory Group, LLC 0.19% Add +9.4% 116,366 $2.5M
Jefferies Financial Group Inc. 0.02% New 111,598 $2.4M
VARCOV Co. 0.88% Add +365.3% 109,714 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +7.4% 108,774 $2.3M
Titan Investment Solutions Ltd 0.26% Add +84.8% 108,267 $2.3M
Schroder Investment Management Group 0.00% Add +64.2% 101,756 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.8% 106,352 $2.3M
Waverly Advisors, LLC 0.01% New 105,605 $2.2M
Nomura Holdings Inc. 0.01% Add +365.0% 104,028 $2.2M
Core Alternative Capital 0.65% Reduce -13.7% 102,935 $2.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -39.0% 102,007 $2.2M
Xponance LLC 0.01% Add +14.6% 100,730 $2.1M
Monaco Asset Management SAM 0.81% New 100,000 $2.1M
Step Capital Management Pte. Ltd. 0.65% No change 100,000 $2.1M
Caption Management, LLC 0.08% Add +53.9% 100,000 $2.1M
ProShare Advisors LLC 0.00% Reduce -0.5% 99,716 $2.1M
Sterling Investment Advisors, Ltd. 0.35% Reduce -14.3% 99,700 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -1.2% 98,324 $2.1M
Orion Resource Partners LP 0.94% New 97,820 $2.1M
EFG International AG 0.04% Add +1947.8% 96,390 $2.0M
Guggenheim Capital LLC 0.01% Reduce -26.4% 95,497 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -3.5% 93,263 $2.0M
Osaic Holdings, Inc. 0.00% Add +86.9% 93,105 $2.0M
Handelsbanken Fonder AB 0.01% Add +8.3% 92,900 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +157.1% 91,537 $1.9M
Public Sector Pension Investment Board 0.01% Add +0.4% 90,720 $1.9M
Czech National Bank 0.01% Add +4.7% 90,471 $1.9M
First Citizens Bank & Trust Co. 0.03% Add +10.7% 89,239 $1.9M
Arizona State Retirement System 0.01% Add +0.6% 87,609 $1.9M
Barings LLC 0.03% Add +2.6% 87,508 $1.9M
Compass Financial Management LLC 0.22% — 85,795 $1.8M
Rothschild Investment LLC 0.07% Add +712.5% 84,845 $1.8M
Old West Investment Management, LLC 0.19% Reduce -41.9% 84,786 $1.8M
DekaBank Deutsche Girozentrale 0.00% No change 70,314 $1.8M
Keybank National Association 0.01% Add +30.8% 82,518 $1.7M
Moran Wealth Management, LLC 0.05% Reduce -0.0% 82,470 $1.7M
Vanguard Investments Australia, Ltd. 0.00% Add +0.4% 81,756 $1.7M
Merit Financial Group, LLC 0.01% Add +70.6% 81,607 $1.7M
State of Michigan Retirement System 0.01% Reduce -1.8% 81,408 $1.7M
State of Tennessee, Department of Treasury 0.01% Reduce -21.0% 80,955 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +11.9% 79,773 $1.7M
Walleye Trading LLC 0.02% Reduce -59.1% 79,382 $1.7M
Pinnacle Associates Ltd. 0.02% Add +21.4% 79,271 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -7.2% 79,009 $1.7M
Glenorchy Capital Ltd 1.04% Add +6.1% 78,625 $1.7M
Polianta Ltd 0.20% Add +40.1% 78,200 $1.7M
Abundance Wealth Counselors 0.10% Add +117.6% 76,227 $1.6M
TD Waterhouse Canada Inc. 0.00% Add +141.7% 74,682 $1.6M
Caxton Associates LLP 0.03% Reduce -17.0% 74,838 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +16.0% 74,054 $1.6M
Gabelli Funds LLC 0.01% No change 73,200 $1.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +6.8% 73,002 $1.5M
Clough Capital Partners L P 0.13% Add +0.4% 72,723 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -88.4% 72,710 $1.5M
Jane Street Group, LLC 0.00% Reduce -81.3% 72,319 $1.5M
Neuberger Berman Group LLC 0.00% Add +7.7% 72,173 $1.5M
KLP Kapitalforvaltning As 0.00% Add +2.9% 71,900 $1.5M
Summit Trail Advisors, LLC 0.02% Reduce -3.8% 70,630 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.0% 70,204 $1.5M
Auxier Asset Management LLC 0.20% Add +5.9% 70,188 $1.5M
CIBC Asset Management Inc 0.00% Reduce -1.2% 70,034 $1.5M
Cetera Investment Advisers 0.00% Reduce -54.9% 68,149 $1.4M
Catalyst Capital Advisors LLC 0.02% No change 67,290 $1.4M
CenterBook Partners LP 0.07% Add +136.9% 67,124 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.1% 66,821 $1.4M
Retirement Systems of Alabama 0.00% Reduce -0.9% 66,771 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +9.6% 65,144 $1.4M
Highland Peak Capital, LLC 0.40% New 64,694 $1.4M
Truist Financial Corp. 0.00% Reduce -41.0% 64,228 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +25.2% 63,727 $1.4M
Corient Private Wealth LP 0.00% Add +51.1% 63,640 $1.3M
John G Ullman & Associates Inc. 0.16% Add +303.8% 63,600 $1.3M
Boston Partners 0.00% Reduce -3.2% 63,145 $1.3M
Jump Financial, LLC 0.01% Reduce -45.3% 63,077 $1.3M
Voya Investment Management LLC 0.00% Reduce -5.7% 63,019 $1.3M
Arax Advisory Partners 0.01% Add +560.8% 62,804 $1.3M
Twinbeech Capital LP 0.24% Add +213.3% 62,357 $1.3M
Pacer Advisors, Inc. 0.00% Add +202.4% 62,142 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -2.3% 61,854 $1.3M
Tejara Capital Ltd 0.53% New 61,400 $1.3M
Freestone Grove Partners LP 0.01% Add +86.0% 61,309 $1.3M
Murphy Pohlad Asset Management LLC 0.45% Add +112.8% 60,800 $1.3M
Metis Global Partners, LLC 0.03% Add +18.1% 60,334 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -7.2% 59,539 $1.3M
Pathstone Holdings, LLC 0.00% Reduce -12.8% 59,263 $1.3M
SummitTX Capital, L.P. 0.03% Reduce -2.9% 58,170 $1.2M
McKinney Capital Management, LLC 0.47% New 56,352 $1.2M
Ridgewood Investments LLC 0.44% Add +212.8% 56,012 $1.2M
Brighton Jones LLC 0.02% Add +80.2% 55,522 $1.2M
Cadence Wealth Management LLC 0.52% Add +9.2% 55,066 $1.2M
Amalgamated Bank 0.01% Reduce -9.7% 55,031 $1.2M
Recurrent Investment Advisors LLC 0.07% Add +0.2% 54,542 $1.2M
Berkeley Capital Partners, LLC 0.23% New 52,746 $1.1M
NEOS Investment Management LLC 0.00% Add +11.1% 51,937 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -11.0% 51,269 $1.1M
Guidance Capital, Inc. 0.23% Add +5.5% 48,135 $1.1M
TD Asset Management Inc 0.00% Reduce -48.2% 51,102 $1.1M
Toronto Dominion Bank 0.00% Add +0.3% 50,707 $1.1M
Lazard Asset Management LLC 0.00% Add +14.6% 50,436 $1.1M
Yousif Capital Management, LLC 0.01% Add +8.8% 49,734 $1.1M
Financial Sense Advisors, Inc. 0.22% Add +46.9% 48,739 $1.0M
Utah Retirement Systems 0.01% Reduce -4.9% 48,716 $1.0M
Quantitative Investment Management, LLC 0.11% Add +30.9% 48,717 $1.0M
Waterfront Wealth Inc. 0.16% Add +268.1% 47,285 $1.0M
Brevan Howard Capital Management LP 0.01% Add +167.7% 46,878 $993K
Focus Partners Advisor Solutions, LLC 0.01% Add +57.6% 45,987 $974K
Natixis 0.00% Add +552.6% 45,559 $965K
Capital International, Inc. 0.01% New 45,154 $957K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -32.2% 45,150 $957K
MAI Capital Management 0.00% Add +71.0% 44,649 $946K
IFP Advisors, Inc 0.02% Add +10.3% 44,303 $939K
Blair William & Co. 0.00% Add +40.2% 44,259 $938K
Verity Asset Management, Inc. 0.35% Add +7.5% 44,225 $937K
Empowered Funds, LLC 0.00% Reduce -9.5% 43,833 $929K
New York Life Investment Management LLC 0.01% Reduce -18.2% 43,681 $926K
Centiva Capital, LP 0.03% New 43,596 $924K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.3% 42,993 $911K
Sciencast Management LP 0.18% New 42,014 $890K
Tidal Investments LLC 0.00% Reduce -21.5% 41,157 $872K
Hourglass Capital, LLC 0.17% Add +17.1% 41,100 $871K
Cary Street Partners Financial LLC 0.02% Add +57.3% 40,270 $853K
Oak Thistle LLC 0.08% Reduce -57.1% 40,191 $852K
Kerrisdale Advisers, LLC 0.21% No change 39,940 $846K
Susquehanna Fundamental Investments, LLC 0.02% New 39,379 $834K
Oregon Public Employees Retirement Fund 0.01% Add +7.7% 39,104 $829K
ING Groep NV 0.00% New 39,080 $828K
Marco Investment Management LLC 0.05% No change 37,350 $791K
Fruth Investment Management 0.19% Reduce -0.8% 37,230 $788K
Pallas Capital Advisors LLC 0.02% Add +136.1% 37,040 $785K
Chicago Partners Investment Group LLC 0.02% Add +142.9% 34,813 $776K
Advisory Services Network, LLC 0.01% Add +17.5% 36,137 $766K
Verition Fund Management LLC 0.01% Add +316.5% 35,903 $761K
Rakuten Investment Management, Inc. 0.00% Add +7.8% 33,699 $756K
EntryPoint Capital, LLC 0.18% Add +80.3% 35,536 $753K
Ossiam 0.01% New 35,497 $752K
Mount Lucas Management LP 0.27% Add +3.4% 35,323 $748K
Krilogy Financial LLC 0.02% Add +215.8% 34,831 $738K
Redwood Investment Management, LLC 0.07% Add +19.0% 34,327 $727K
UMB Bank, n.a. 0.01% Add +16.2% 34,143 $723K
Sequoia Financial Advisors, LLC 0.00% Add +56.3% 34,042 $721K
Scotia Capital Inc. 0.00% Add +36.3% 33,884 $718K
Alps Advisors Inc. 0.00% New 33,483 $710K
Frec Markets, Inc. 0.06% New 33,220 $704K
Virtu Financial LLC 0.02% Reduce -51.8% 32,761 $694K
Mutual of America Capital Management LLC 0.01% Reduce -3.0% 32,749 $694K
Nisa Investment Advisors, LLC 0.00% Reduce -30.8% 32,741 $694K
Nano Cap New Millennium Growth Fund L P 0.53% Add +18.2% 32,500 $689K
Public Employees Retirement Association of Colorado 0.00% No change 32,213 $683K
Federation des caisses Desjardins du Quebec 0.00% Add +11.4% 31,677 $671K
Advisors Preferred, LLC 0.10% New 31,155 $658K
US Bancorp \de 0.00% Reduce -18.3% 30,867 $654K
Bull Harbor Capital LLC 0.13% Add +169.9% 30,797 $653K
NorthCrest Asset Manangement, LLC 0.02% Add +122.0% 31,247 $648K
Headinvest, LLC 0.12% Add +1.0% 30,300 $642K
Savant Capital, LLC 0.00% Add +47.6% 26,591 $636K
Quinn Opportunity Partners LLC 0.03% No change 29,814 $632K
Credit Industriel Et Commercial 0.11% Add +33.7% 29,436 $624K
Neo Ivy Capital Management 0.14% New 29,211 $619K
Independent Financial Group, LLC 0.01% Reduce -50.9% 28,965 $614K
HB Wealth Management, LLC 0.00% Add +35.5% 28,746 $609K
Unison Advisors LLC 0.04% Add +0.9% 28,744 $609K
Parallax Volatility Advisers, L.P. 0.03% Reduce -51.6% 28,439 $603K
Rafferty Asset Management, LLC 0.00% Add +49.5% 28,394 $602K
Calamos Wealth Management LLC 0.02% No change 27,999 $593K
Regal Investment Advisors LLC 0.03% Reduce -1.6% 27,690 $587K
Daiwa Securities Group Inc. 0.00% Add +6.2% 27,485 $582K
X-Square Capital, LLC 0.15% No change 27,300 $578K
Investment Research Partners LLC 0.18% Add +21.1% 25,688 $544K
ClearAlpha Technologies LP 0.92% New 25,179 $534K
Mizuho Securities USA LLC 0.01% Add +29.7% 24,884 $527K
Teachers Retirement System of the State of Kentucky 0.00% No change 24,845 $526K
Revisor Wealth Management LLC 0.13% Reduce -0.2% 24,680 $523K
Greenwood Capital Associates LLC 0.05% Add +22.7% 24,594 $521K
Crossmark Global Holdings, Inc. 0.01% Add +2.5% 24,496 $519K
Sylvest Advisors, LLC 0.23% Add +9.9% 24,360 $516K
Old National Bancorp 0.01% Reduce -30.8% 24,271 $514K
NewEdge Advisors, LLC 0.00% Add +112.5% 24,167 $512K
Windmill Hill Asset Management Ltd 0.11% No change 23,208 $492K
WINTON GROUP Ltd 0.02% Add +154.6% 22,793 $483K
Swiss Life Asset Management Ltd 0.00% Reduce -88.1% 22,631 $480K
Steward Partners Investment Advisory, LLC 0.00% Reduce -79.6% 22,563 $478K
Chase Investment Counsel Corp. 0.10% Add +1.0% 22,394 $474K
Uncommon Cents Investing LLC 0.10% Add +15.6% 22,340 $473K
South Dakota Investment Council 0.01% Reduce -2.6% 22,148 $469K
Bank of Nova Scotia 0.00% Reduce -50.3% 22,117 $469K
Evolve Private Wealth, LLC 0.03% Add +168.7% 22,024 $467K
International Assets Investment Management, LLC 0.03% Add +69.6% 21,879 $466K
Apollon Wealth Management, LLC 0.01% New 21,924 $465K
Fulcrum Asset Management LLP 0.05% Reduce -55.4% 20,555 $461K
UniSuper Management Pty Ltd 0.00% Reduce -59.5% 21,534 $456K
Stephens Inc. 0.01% Reduce -34.6% 21,335 $452K
Adams Natural Resources Fund, Inc. 0.06% No change 21,201 $449K
Moors & Cabot, Inc. 0.02% Add +16.0% 21,155 $448K
Sowell Financial Services LLC 0.01% Add +30.3% 21,016 $445K
Advisors Asset Management, Inc. 0.01% Add +41.0% 20,714 $439K
Boothbay Fund Management, LLC 0.01% Add +11.8% 20,410 $432K
J.W. Cole Advisors, Inc. 0.01% Add +158.1% 20,316 $430K
State of Wyoming 0.04% Add +179.9% 20,231 $429K
AlphaGrep UK Ltd 0.13% New 20,113 $426K
CreativeOne Wealth, LLC 0.01% New 20,072 $425K
PKO BP BANKOWY Universal Pension Society JSC 0.12% Reduce -42.9% 20,000 $424K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.3% 19,872 $421K
Stoneridge Investment Partners LLC 0.28% No change 19,048 $421K
Armistice Capital, LLC 0.01% New 19,684 $417K
Allworth Financial LP 0.00% Add +101.7% 19,672 $417K
Intesa Sanpaolo S.p.A. 0.01% Add +183.9% 19,666 $417K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -83.2% 19,613 $416K
Cardinal Point Capital Management ULC 0.02% Add +12.6% 19,500 $413K
Parcion Private Wealth LLC 0.02% New 19,333 $410K
nVerses Capital, LLC 0.63% New 19,331 $410K
Franklin Resources Inc. 0.00% Reduce -35.5% 19,248 $408K
Citizens Financial Group Inc. 0.00% Add +45.3% 19,039 $403K
Jones Financial Companies LLLP 0.00% Add +40.7% 17,974 $402K
PFG Investments, LLC 0.02% Add +54.4% 18,945 $401K
CSS LLC 0.05% Reduce -13.8% 18,878 $400K
EverSource Wealth Advisors, LLC 0.01% Reduce -16.1% 18,824 $399K
Alethea Capital Management, LLC 0.16% New 18,672 $396K
Profund Advisors LLC 0.01% Add +103.5% 18,531 $393K
Hickory Point Bank & Trust 0.24% Reduce -8.6% 18,500 $392K
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.5% 18,266 $389K
Transcend Capital Advisors, LLC 0.03% New 18,047 $382K
Norinchukin Bank, The 0.00% Add +0.3% 18,039 $382K
AlphaCore Capital LLC 0.01% New 17,727 $376K
M&T Bank Corp 0.00% Reduce -24.7% 17,556 $373K
Hartford Investment Management Co. 0.01% Reduce -2.4% 17,567 $372K
J. Goldman & Co LP 0.01% Reduce -7.9% 17,500 $371K
Evergreen Capital Management LLC 0.01% Add +92.2% 17,198 $364K
Ausdal Financial Partners, Inc. 0.01% Add +28.1% 17,157 $364K
Amova Asset Management Americas, Inc. 0.00% Reduce -3.9% 16,959 $359K
Sigma Planning Corp 0.01% Add +24.2% 16,657 $353K
Quadrant Capital Group LLC 0.01% Add +2488.6% 16,412 $348K
Louisiana State Employees Retirement System 0.01% No change 16,200 $343K
Waddell & Associates, LLC 0.02% Reduce -1.3% 16,185 $343K
Mairs & Power Inc. 0.00% Reduce -20.0% 16,000 $339K
Mackenzie Financial Corp. 0.00% Reduce -50.3% 15,858 $336K
New Mexico Educational Retirement Board 0.01% Add +8.9% 15,850 $336K
GAMMA Investing LLC 0.01% Reduce -15.3% 15,546 $329K
Plan A Wealth LLC 0.14% Add +18.4% 15,485 $328K
Vise Technologies, Inc. 0.00% New 15,387 $326K
United Capital Financial Advisors, LLC 0.00% Add +24.9% 15,370 $326K
Caerus Investment Advisors, LLC 0.11% New 15,078 $320K
Limestone Investment Advisors LP 0.16% New 15,050 $319K
V-Square Quantitative Management LLC 0.03% Add +61.4% 15,044 $319K
Baird Financial Group, Inc. 0.00% New 14,987 $318K
Maryland State Retirement & Pension System 0.01% No change 14,952 $317K
Ensign Peak Advisors, Inc 0.00% Reduce -39.0% 14,946 $317K
CoreCommodity Management, LLC 0.06% Reduce -92.2% 14,762 $313K
Shufro Rose & Co. LLC 0.02% No change 14,700 $311K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Reduce -87.1% 14,541 $308K
Ancora Advisors LLC 0.01% Add +19.9% 14,506 $307K
Nomura Asset Management Co. Ltd. 0.00% Reduce -9.6% 14,360 $304K
Macquarie Group Ltd. 0.00% Add +36.0% 14,242 $302K
Silvercrest Asset Management Group LLC 0.00% No change 14,215 $301K
Axxion S.A. 0.02% — 14,000 $297K
Catalyst Funds Management Pty Ltd 0.02% New 14,000 $297K
Engineers Gate Manager LP 0.00% Reduce -85.7% 14,000 $297K
Aberdeen Group plc 0.00% Reduce -18.2% 13,687 $290K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% Reduce -10.3% 13,511 $290K
Groupama Asset Managment 0.00% No change 13,328 $288K
Live Oak Private Wealth LLC 0.04% Reduce -93.7% 13,551 $287K
Corecam Pte. Ltd. 0.11% Add +53.7% 13,360 $283K
Sunpointe, LLC 0.08% New 13,158 $279K
Asset Management One Co., Ltd. 0.00% Add +12.4% 13,126 $278K
Capstone Investment Advisors, LLC 0.00% New 13,039 $276K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +8.3% 13,000 $275K
Cidel Asset Management Inc. 0.01% Add +19.2% 12,885 $273K
Quantum Portfolio Management LLC 0.10% Add +8.8% 12,515 $265K
MUFG Securities EMEA plc 0.00% Reduce -4.6% 12,429 $263K
West Michigan Advisors, LLC 0.05% Add +0.2% 12,370 $262K
J. Safra Sarasin Holding AG 0.00% New 12,361 $262K
Empirical Finance, LLC 0.01% Add +3.0% 12,271 $260K
180 Wealth Advisors, LLC 0.03% Add +18.0% 12,089 $256K
Kestra Advisory Services, LLC 0.00% Add +3.0% 11,949 $253K
O'shaughnessy Asset Management, LLC 0.00% Reduce -68.0% 11,902 $252K
Rothschild Wealth LLC 0.02% New 11,699 $248K
Systematic Alpha Investments, LLC 0.01% No change 11,633 $247K
Essential Partners LLC 0.11% Add +224.0% 11,563 $245K
Sanctuary Advisors, LLC 0.00% Add +20.1% 11,541 $245K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -4.3% 11,357 $241K
Bayesian Capital Management, LP 0.15% New 11,300 $239K
HM Payson & Co. 0.00% No change 11,200 $237K
Mission Wealth Management, LP 0.00% New 11,179 $237K
Curi Capital, LLC 0.00% Reduce -27.6% 11,109 $235K
Jackson Thornton Wealth Management, LLC 0.02% New 11,102 $235K
Atom Investors LP 0.02% New 11,060 $234K
Independent Wealth Network Inc. 0.06% New 10,996 $233K
Wick Capital Partners, LLC 0.04% New 10,993 $233K
Proficio Capital Partners LLC 0.01% New 10,838 $230K
Marble Harbor Investment Counsel, LLC 0.02% Reduce -0.5% 10,745 $228K
Laird Norton Wetherby Trust Company, LLC 0.00% Reduce -42.4% 10,738 $228K
RFG Advisory, LLC 0.00% New 10,725 $227K
IHT Wealth Management, LLC 0.00% Reduce -46.9% 10,672 $226K
Generali Asset Management SPA SGR 0.00% Reduce -25.2% 10,622 $225K
SouthState Bank Corp 0.01% Reduce -27.9% 10,603 $225K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 10,583 $224K
Beacon Pointe Advisors, LLC 0.00% Reduce -10.6% 10,484 $222K
FIL Ltd 0.00% New 10,453 $221K
Integrated Investment Consultants, LLC 0.04% Reduce -0.5% 10,270 $218K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.3% 10,191 $216K
Investors Research Corp 0.04% Reduce -2.4% 10,125 $215K
Credit Agricole S A 0.00% Reduce -87.9% 10,024 $212K
Praxis Investment Management Inc. 0.01% No change 10,011 $212K
Oasis Management Co Ltd. 0.03% No change 10,000 $212K
Sprott Inc. 0.01% Add +17.3% 9,961 $211K
Beese Fulmer Investment Management, Inc. 0.01% New 9,916 $210K
KBC Group NV 0.00% Reduce -96.1% 9,918 $210K
Mirabella Financial Services LLP 0.02% Add +12.4% 9,895 $210K
QTR Family Wealth, LLC 0.07% New 9,856 $209K
Mufg Securities Americas Inc. 0.01% Add +9.0% 9,574 $203K
Sterling Capital Management LLC 0.00% Reduce -9.8% 9,557 $203K
Byrne Asset Management LLC 0.11% Add +26.6% 9,390 $199K
Virtus Investment Advisers, LLC 0.04% Add +13.5% 8,875 $188K
Securian Asset Management, Inc. 0.01% Reduce -1.2% 8,430 $187K
Private Wealth Asset Management, LLC 0.02% Add +316.8% 8,640 $183K
Carolina Wealth Advisors, LLC 0.07% Reduce -22.1% 8,043 $170K
Canada Post Corp Registered Pension Plan 0.01% No change 7,969 $169K
STRS Ohio 0.00% Add +4.2% 7,863 $167K
Parallel Advisors, LLC 0.00% Add +28.3% 7,824 $166K
SBI Securities Co., Ltd. 0.00% Reduce -8.2% 7,409 $157K
Quantbot Technologies LP 0.01% Reduce -81.1% 6,682 $142K
Farther Finance Advisors, LLC 0.00% Reduce -2.8% 6,498 $138K
Index Technologies Group LLC 0.11% New 6,450 $137K
Exchange Traded Concepts, LLC 0.00% Add +41.2% 6,450 $137K
Tema ETFs LLC 0.00% Add +10.0% 6,355 $135K
Brown Brothers Harriman & Co. 0.00% Add +112.5% 5,560 $118K
Walleye Capital LLC 0.00% Reduce -97.6% 5,434 $115K
AlphaCentric Advisors LLC 0.10% Add +6.6% 5,413 $115K
NFSG Corp 0.01% Reduce -11.5% 5,400 $114K
Wilmington Savings Fund Society, FSB 0.00% Add +26.4% 5,350 $113K
Horizon Investments, LLC 0.00% Add +0.2% 5,337 $113K
Resona Asset Management Co.,Ltd. 0.00% No change 4,285 $96K
CX Institutional 0.00% Reduce -15.9% 4,485 $95K
CoreCap Advisors, LLC 0.00% Add +1.0% 4,209 $89K
Caitlin John, LLC 0.05% Add +8.7% 4,145 $88K
True Wealth Design, LLC 0.02% Add +122.9% 3,876 $82K
Signaturefd, LLC 0.00% Add +34.3% 3,608 $76K
Deseret Mutual Benefit Administrators 0.02% Reduce -1.3% 3,584 $76K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.7% 3,248 $69K
Bessemer Group Inc. 0.00% Add +47.8% 2,986 $63K
Clearstead Advisors, LLC 0.00% Add +2064.7% 2,944 $62K
Strengthening Families & Communities, LLC 0.01% Add +0.5% 2,921 $62K
Ameritas Investment Partners, Inc. 0.00% No change 2,893 $61K
Harbour Investments, Inc. 0.00% Add +6.2% 2,733 $58K
Huntington National Bank 0.00% Reduce -14.9% 2,405 $51K
Versant Capital Management, Inc 0.00% Add +22.8% 2,401 $51K
Intesa Sanpaolo Wealth Management 0.01% No change 2,400 $51K
Hantz Financial Services, Inc. 0.00% Reduce -4.2% 2,187 $46K
Global Retirement Partners, LLC 0.00% — 2,164 $46K
Pilgrim Partners Asia Pte Ltd 0.02% Add +30.1% 2,160 $46K
Twin Tree Management, LP 0.01% Reduce -95.6% 2,048 $43K
IFG Advisory, LLC 0.00% New 1,978 $42K
Basecamp Wealth Advisors LLC 0.01% Add +1.8% 1,906 $40K
Gen-Wealth Partners Inc 0.01% No change 1,558 $33K
Ameritas Advisory Services, LLC 0.00% New 1,503 $32K
Larson Financial Group LLC 0.00% Add +162.8% 1,474 $31K
Pflug Koory, LLC 0.01% No change 1,460 $31K
Los Angeles Capital Management LLC 0.00% Reduce -60.9% 1,420 $30K
Smartleaf Asset Management LLC 0.00% No change 1,302 $29K
Quarry LP 0.00% Reduce -58.9% 1,369 $29K
Quent Capital, LLC 0.00% Add +116.3% 1,363 $29K
Hartford Financial Management Inc. 0.01% Add +0.6% 1,227 $26K
Sit Investment Associates Inc. 0.00% Reduce -40.5% 1,205 $26K
Wealth Enhancement Trust Services, Inc. 0.00% New 1,024 $22K
Chelsea Counsel Co. 0.01% No change 1,000 $21K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $21K
Dorato Capital Management 0.01% No change 930 $20K
TD Private Client Wealth LLC 0.00% Add +7.5% 944 $20K
Cary Street Partners Investment Advisory LLC 0.00% Add +1.1% 926 $20K
Blue Trust, Inc. 0.00% Reduce -40.4% 886 $19K
CYBER HORNET ETFs LLC 0.01% Reduce -0.6% 868 $18K
Elevation Wealth Partners, LLC 0.01% Add +4.8% 833 $18K
Rexford Capital Inc. 0.01% No change 761 $16K
DT Investment Partners, LLC 0.00% No change 759 $16K
Cromwell Holdings LLC 0.01% Reduce -4.2% 736 $16K
SJS Investment Consulting Inc. 0.00% Reduce -41.9% 724 $15K
Activest Wealth Management 0.00% Add +14.8% 690 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -86.7% 620 $13K
CENTRAL TRUST Co 0.00% No change 598 $13K
Mather Group, Llc. 0.00% Reduce -26.4% 598 $13K
Salomon & Ludwin, LLC 0.00% New 564 $12K
Capital Advisors, Ltd. LLC 0.00% Reduce -2.8% 589 $12K
Private Trust Co. NA 0.00% Reduce -17.3% 564 $12K
Parkside Financial Bank & Trust 0.00% Reduce -9.7% 540 $11K
Guardian Partners Inc. 0.00% New 525 $11K
JNBA Financial Advisors 0.00% No change 500 $11K
Synergy Investment Management, LLC 0.00% Reduce -2.0% 495 $10K
Lanark Financial, Inc. 0.00% No change 480 $10K
Grove Bank & Trust 0.00% Reduce -49.0% 443 $9K
Bokf, NA 0.00% Add +69.6% 441 $9K
Manchester Capital Management LLC 0.00% Reduce -34.1% 430 $9K
Institute for Wealth Management, LLC. 0.00% New 425 $9K
Rakuten Securities, Inc. 0.00% Reduce -68.5% 420 $9K
AdvisorNet Financial, Inc 0.00% Reduce -77.8% 403 $9K
Danske Bank A/S 0.00% No change 400 $8K
Bogart Wealth, LLC 0.00% Add +568.5% 361 $8K
Meeder Asset Management Inc. 0.00% Add +29.1% 346 $7K
Pinnacle Bancorp, Inc. 0.00% No change 343 $7K
Roxbury Financial LLC 0.01% Add +1.2% 335 $7K
Covestor Ltd 0.00% Reduce -2.9% 307 $7K
Princeton Global Asset Management LLC 0.00% No change 314 $7K
Evermay Wealth Management LLC 0.00% No change 305 $6K
Bayforest Capital Ltd 0.01% New 291 $6K
JPL Wealth Management, LLC 0.00% Add +97.9% 287 $6K
Pin Oak Investment Advisors Inc. 0.00% No change 300 $6K
Hara Capital LLC 0.00% No change 270 $6K
Sachetta, LLC 0.00% Reduce -3.0% 259 $5K
Farmers & Merchants Investments Inc. 0.00% No change 247 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 237 $5K
Bare Financial Services, Inc 0.00% New 221 $5K
Colonial Trust Co / SC 0.00% Add +31.9% 219 $5K
Bear Mountain Capital, Inc. 0.00% No change 200 $5K
Fortitude Family Office, LLC 0.00% Reduce -36.7% 216 $5K
REAP Financial Group, LLC 0.00% Add +0.5% 212 $5K
Ares Financial Consulting, LLC 0.00% Add +459.5% 207 $4K
Southern Michigan Bank & Trust 0.00% No change 200 $4K
Glass Jacobson Investment Advisors llc 0.00% New 200 $4K
Bell Investment Advisors, Inc 0.00% Add +63.9% 200 $4K
Geneos Wealth Management Inc. 0.00% New 200 $4K
Vermillion Wealth Management, Inc. 0.00% Add +739.1% 193 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -26.9% 209 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -27.8% 187 $4K
SHP Wealth Management 0.00% Reduce -64.9% 185 $4K
Zions Bancorporation, National Association 0.00% Reduce -75.8% 181 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -44.0% 167 $4K
Aventura Private Wealth, LLC 0.00% Reduce -40.0% 150 $3K
Gold Investment Management Ltd. 0.00% No change 146 $3K
Strategic Investment Solutions, Inc. 0.00% No change 140 $3K
Spire Wealth Management 0.00% Reduce -43.3% 135 $3K
CVA Family Office, LLC 0.00% Reduce -72.8% 122 $3K
MV Capital Management, Inc. 0.00% Add +218.9% 118 $3K
WPG Advisers, LLC 0.00% Reduce -64.0% 116 $2K
Cedar Mountain Advisors, LLC 0.00% No change 114 $2K
Owl Creek Wealth Partners LLC 0.00% Add +29.4% 110 $2K
Fiduciary Financial Advisors 0.00% New 107 $2K
Whittier Trust Co. of Nevada Inc. 0.00% No change 101 $2K
Costello Asset Management, INC 0.00% No change 100 $2K
City State Bank 0.00% No change 100 $2K
Kilter Group LLC 0.00% Reduce -32.6% 99 $2K
Creative Financial Designs Inc. 0.00% No change 96 $2K
McMillan Office, Inc. 0.00% No change 95 $2K
Avion Wealth 0.00% Add +17.5% 141 $2K
Bollard Group LLC 0.00% Reduce -49.3% 106 $2K
HighMark Wealth Management LLC 0.00% Add +1.2% 87 $2K
West Paces Advisors Inc. 0.00% New 80 $2K
Arlington Trust Co LLC 0.00% No change 78 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 76 $2K
Summit Securities Group LLC 0.00% Add +42.3% 74 $2K
Physician Wealth Advisors, Inc. 0.00% Add +247.4% 66 $1K
Torren Management, LLC 0.00% Reduce -1.7% 59 $1K
Ameriflex Group, Inc. 0.00% New 58 $1K
Lummis Asset Management, LP 0.00% No change 55 $1K
McGuire Capital Advisors Inc. 0.00% No change 55 $1K
Quintet Private Bank (Europe) S.A. 0.00% New 54 $1K
Raffa Wealth Management, LLC 0.00% Reduce -7.4% 50 $1K
Key Financial Inc 0.00% No change 49 $1K
Creative Capital Management Investments LLC 0.00% New 49 $1K
Financial Consulate, Inc. 0.00% New 44 $933
Bay Harbor Wealth Management, LLC 0.00% Reduce -19.2% 42 $890
Valued Wealth Advisors LLC 0.00% Reduce -2.4% 41 $861
MCF Advisors LLC 0.00% New 40 $848
Bfsg, LLC 0.00% No change 39 $818
Rialto Wealth Management, LLC 0.00% Reduce -31.5% 37 $785
Asset Dedication, LLC 0.00% New 37 $785
Principia Wealth Advisory, LLC 0.00% Add +94.4% 35 $742
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 35 $741
Cornerstone Planning Group LLC 0.00% Add +42.9% 30 $683
Assetmark, Inc. 0.00% Add +106.7% 31 $657
Silver Grove Financial Group, Inc. 0.00% New 29 $615
HFM Investment Advisors, LLC 0.00% Add +47.4% 28 $594
Highline Wealth Partners LLC 0.00% Add +2600.0% 27 $572
Nvwm, LLC 0.00% Add +400.0% 25 $530
DiNuzzo Private Wealth, Inc. 0.00% Reduce -37.5% 25 $530
Keating Financial Advisory Services, Inc. 0.00% Reduce -84.8% 24 $509
Addison Advisors LLC 0.00% Reduce -88.3% 23 $488
Cornerstone Financial Management LLC 0.00% Reduce -43.9% 23 $487
Financial Life Planners 0.00% No change 18 $391
WestEnd Advisors, LLC 0.00% New 18 $381
Banque Pictet & Cie SA 0.00% Reduce -10.0% 18 $381
Continuum Advisory, LLC 0.00% New 17 $360
Rossby Financial, LCC 0.00% Reduce -89.3% 16 $339
Financial Management Professionals, Inc. 0.00% No change 16 $339
Dunhill Financial, LLC 0.00% Reduce -54.5% 15 $323
Downshift Financial, LLC 0.00% New 15 $318
First Horizon Corp. 0.00% Reduce -93.8% 13 $275
Transamerica Financial Advisors, LLC 0.00% Add +500.0% 12 $254
LRI Investments, LLC 0.00% Reduce -93.0% 12 $254
Hughes Financial Services, LLC 0.00% Add +500.0% 12 $254
Decker Retirement Planning Inc. 0.00% No change 11 $233
Spectrum Wealth Advisory Group, LLC 0.00% New 10 $216
Buck Wealth Strategies, LLC 0.00% New 10 $214
Aspect Partners, LLC 0.00% No change 10 $212
Valley National Advisers Inc. 0.00% New 10 $212
Altshuler Shaham Ltd 0.00% Reduce -99.3% 10 $212
Trust Co 0.00% No change 10 $212
Plante Moran Financial Advisors, LLC 0.00% New 9 $191
Planning Strategies Inc. 0.00% — 8 $170
DecisionPoint Financial, LLC 0.00% Reduce -79.4% 7 $150
MidFirst Bank 0.00% No change 5 $106
Maryland Capital Advisors Inc. 0.00% — 3 $64
Private Wealth Management Group, LLC 0.00% Reduce -98.6% 1 $22
ROSS\JOHNSON & Associates LLC 0.00% New 1 $21
Tounjian Advisory Partners, LLC 0.00% New 1 $18
Navigoe, LLC 0.00% New 8 $0

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