Nvent ElectricNVT

13F holders, Q2 2025 (June 30)
632holders +14
91new positions
79sold out
8famous investors
$73.25avg. 13F price*

At the end of Q2 2025, 632 institutions reported holding Nvent Electric PLC (NVT) in their 13F filings, up 14 from Q1 2025. 91 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($1.2B) and Franklin Resources Inc. ($504.9M). 8 famous investors held it, including John W. Rogers Jr. (0.8% of Ariel Investments's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

Company
Nvent Electric PLC
CUSIP
G6700G107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 607Q1 2024Q2 2024: 659Q2 2024Q3 2024: 634Q3 2024Q4 2024: 641Q4 2024Q1 2025: 618Q1 2025Q2 2025: 632Q2 2025Q3 2025: 692Q3 2025Q4 2025: 751Q4 2025Q1 2026: 828Q1 2026Q2 2026: 978Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions91$264.7M
Exits79$188.0M

All 13F filers, Q1 2025 → Q2 2025: 20,531,130 shares bought and 16,425,457 shares sold, net +4,105,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 632 holders

Vanguard Group Inc. 0.02% Reduce -1.6% 16,460,324 $1.2B
BlackRock, Inc. 0.02% Reduce -4.2% 16,257,819 $1.2B
Franklin Resources Inc. 0.14% Reduce -0.0% 6,893,206 $504.9M
State Street Corp. 0.01% Reduce -2.0% 5,079,031 $372.0M
Nuveen, LLC 0.09% Reduce -1.5% 4,315,812 $316.1M
Capital Research Global Investors 0.06% Add +0.5% 4,123,960 $302.1M
Millennium Management 0.24% Add +125.2% 3,523,267 $258.1M
FMR LLC 0.01% Add +10.1% 3,509,265 $257.1M
Norges Bank 0.03% Add +9.6% 3,198,493 $234.3M
Massachusetts Financial Services Co. 0.07% Add +146.0% 3,195,543 $234.1M
William Blair Investment Management, LLC 0.61% Add +29.5% 3,113,936 $228.1M
Neuberger Berman Group LLC 0.17% Add +0.9% 2,977,628 $218.1M
Geode Capital Management, LLC 0.01% Reduce -0.5% 2,894,272 $212.0M
UBS Group AG 0.04% Add +77.8% 2,489,742 $182.4M
PointState Capital LP 3.94% Reduce -24.1% 2,488,702 $182.3M
Fiduciary Management Inc. 1.70% Add +13.9% 2,415,178 $176.9M
Mairs & Power Inc. 1.70% Add +0.0% 2,353,263 $172.4M
Champlain Investment Partners, LLC 1.16% Add +26.8% 2,260,240 $165.6M
Interval Partners, LP 3.66% Add +60.3% 2,188,896 $160.3M
Dimensional Fund Advisors LP 0.04% Add +1.2% 2,140,904 $156.8M
Citadel Advisors 0.13% Add +491.9% 2,020,037 $148.0M
Clean Energy Transition LLP 13.99% Reduce -13.6% 1,951,906 $143.0M
Point72 Asset Management 0.33% Add +327.4% 1,829,533 $134.0M
Clark Capital Management Group, Inc. 0.91% Add +61.2% 1,786,904 $130.9M
Johnson Investment Counsel Inc. 1.15% Add +2.5% 1,747,061 $128.0M
Pictet Asset Management Holding SA 0.13% Add +2.4% 1,684,155 $123.4M
Bank of New York Mellon Corp 0.02% Reduce -3.7% 1,682,878 $123.3M
Ameriprise Financial Inc. 0.03% Add +4.1% 1,500,338 $109.9M
Northern Trust Corp. 0.01% Reduce -0.7% 1,485,661 $108.8M
Robeco Schweiz AG 2.47% Reduce -4.5% 1,463,805 $107.2M
Principal Financial Group Inc. 0.06% Add +0.5% 1,463,256 $107.2M
Congress Asset Management Co. 0.70% Reduce -7.2% 1,384,247 $101.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +9.3% 1,369,284 $100.3M
Morgan Stanley 0.01% Reduce -17.0% 1,307,294 $95.8M
Commerce Bank 0.48% Add +32.3% 1,114,229 $81.6M
Charles Schwab Investment Management Inc. 0.01% Add +2.9% 1,081,899 $79.2M
Merewether Investment Management, LP 2.25% New 1,067,874 $78.2M
Bank of America Corp. 0.01% Add +93.4% 998,452 $73.1M
Deutsche Bank AG 0.03% Reduce -0.5% 997,852 $73.1M
American Century Companies Inc. 0.04% Reduce -32.5% 987,009 $72.3M
Ariel Investments 0.78% Add +17.2% 934,041 $68.4M
Impax Asset Management Group plc 0.39% Reduce -7.1% 926,168 $67.1M
Invesco Ltd. 0.01% Reduce -4.3% 895,580 $65.6M
Federated Hermes, Inc. 0.12% Reduce -21.2% 885,918 $64.9M
Artisan Partners Limited Partnership 0.10% Reduce -0.3% 883,588 $64.7M
First Trust Advisors LP 0.05% Reduce -3.5% 859,331 $62.9M
Royal Bank of Canada 0.01% Add +49.6% 848,909 $62.2M
Goldman Sachs Group Inc. 0.01% Reduce -1.8% 749,151 $54.9M
FIL Ltd 0.05% Add +25.5% 738,988 $54.1M
Schonfeld Strategic Advisors LLC 0.40% Add +72.9% 727,600 $53.3M
HM Payson & Co. 0.82% Add +15.0% 705,975 $51.7M
Haverford Trust Co 0.49% Add +0.0% 702,502 $51.5M
Artemis Investment Management LLP 0.59% Reduce -41.7% 621,279 $45.5M
Primecap Management Co. 0.03% Reduce -30.1% 600,000 $44.0M
Thematics Asset Management 1.97% Reduce -14.7% 597,416 $43.8M
Janus Henderson Group PLC 0.02% Reduce -61.4% 597,185 $43.7M
Envestnet Asset Management Inc. 0.01% Add +34.0% 592,694 $43.4M
Handelsbanken Fonder AB 0.15% Add +3.7% 565,430 $41.4M
JPMorgan Chase & Co. 0.00% Reduce -69.6% 558,253 $40.9M
Vontobel Holding Ltd. 0.13% Add +19.6% 531,855 $39.0M
Eventide Asset Management, LLC 0.68% Add +1.9% 531,223 $38.9M
Alyeska Investment Group, L.P. 0.14% New 524,519 $38.4M
Alliancebernstein L.P. 0.01% Reduce -23.8% 523,188 $38.3M
Copeland Capital Management, LLC 0.76% Reduce -10.5% 505,035 $37.0M
Woodline Partners LP 0.20% Add +210.3% 504,803 $37.0M
M&T Bank Corp 0.13% Reduce -29.2% 504,487 $37.0M
Gotham Asset Management 0.22% Add +197.8% 490,813 $36.0M
Raymond James Financial Inc. 0.01% Add +15.1% 489,841 $35.9M
Rhumbline Advisers 0.03% Reduce -1.3% 438,546 $32.1M
Railway Pension Investments Ltd 0.45% No change 431,481 $31.6M
Macquarie Group Ltd. 0.04% Reduce -12.8% 430,812 $31.6M
Wells Fargo & Company 0.01% Reduce -5.8% 429,070 $31.4M
Legal & General Group Plc 0.01% Reduce -7.3% 421,643 $30.9M
Retirement Systems of Alabama 0.10% Add +0.2% 385,783 $28.3M
Jain Global LLC 0.46% New 379,805 $27.8M
Public Employees Retirement Association of Colorado 0.10% Reduce -0.1% 361,623 $26.5M
Davidson Kempner Capital Management LP 0.62% New 360,000 $26.4M
Voya Investment Management LLC 0.03% Reduce -18.1% 347,499 $25.5M
Thrivent Financial for Lutherans 0.06% Add +1.6% 346,274 $25.4M
DekaBank Deutsche Girozentrale 0.05% Add +0.6% 308,058 $25.4M
Swiss National Bank 0.01% Reduce -1.5% 314,587 $23.0M
Sei Investments Co. 0.03% Add +27.9% 312,568 $22.9M
AQR Capital Management 0.02% Add +222.5% 306,272 $22.3M
Zimmer Partners, LP 0.51% Reduce -6.9% 302,500 $22.2M
Rempart Asset Management Inc. 4.24% Add +0.6% 301,125 $22.1M
Focus Partners Wealth 0.05% Add +133.8% 287,436 $21.1M
Crawford Investment Counsel Inc. 0.36% Reduce -8.0% 279,473 $20.5M
California Public Employees Retirement System 0.01% Add +24.3% 267,585 $19.6M
Cannell & Spears LLC 0.38% Add +8.9% 257,592 $18.9M
Running Oak Capital LLC 1.95% Reduce -11.4% 239,403 $17.5M
Trillium Asset Management, LLC 0.47% Reduce -1.7% 238,296 $17.5M
PEAK6 LLC 0.55% Add +223.3% 220,529 $16.2M
Mountain Pacific Investment Advisers LLC 1.11% Add +0.7% 209,717 $15.4M
Ceredex Value Advisors LLC 0.33% Reduce -24.2% 209,700 $15.4M
Busey Bank 0.46% Reduce -1.2% 206,224 $15.1M
Prudential Financial Inc. 0.02% Add +136.7% 205,946 $15.1M
CW Advisors, LLC 0.14% Reduce -12.4% 201,460 $14.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.9% 200,350 $14.7M
Man Group plc 0.03% Add +124.7% 199,783 $14.6M
Grandeur Peak Global Advisors, LLC 1.75% Reduce -38.2% 198,201 $14.5M
BNP Paribas Financial Markets 0.01% Add +465.3% 189,982 $13.9M
Russell Investments Group, Ltd. 0.02% Add +12.4% 189,480 $13.9M
Schroder Investment Management Group 0.01% Reduce -77.1% 188,870 $13.8M
Lido Advisors, LLC 0.07% Add +9.4% 188,504 $13.8M
US Bancorp \de 0.02% Add +0.7% 181,534 $13.3M
State Board of Administration of Florida Retirement System 0.02% Add +1.3% 181,532 $13.3M
Lombard Odier Asset Management (Europe) Ltd 1.14% Reduce -43.6% 176,957 $13.0M
New York State Teachers Retirement System 0.03% Reduce -0.7% 172,534 $12.6M
Easterly Investment Partners LLC 0.86% Add +1.2% 164,307 $12.0M
Loomis Sayles & Co. L P 0.01% New 160,861 $11.8M
Engineers Gate Manager LP 0.15% Add +54.5% 160,819 $11.8M
LVM Capital Management Ltd. 1.20% Add +0.0% 158,318 $11.6M
Needham Investment Management LLC 0.92% No change 157,500 $11.5M
Eisler Capital Management Ltd. 0.39% Add +2.3% 156,028 $11.4M
California State Teachers Retirement System 0.01% Reduce -0.1% 153,543 $11.2M
Verition Fund Management LLC 0.07% Add +110.9% 152,750 $11.2M
Citigroup Inc. 0.01% Reduce -5.3% 147,886 $10.8M
Scopus Asset Management, L.P. 0.29% Add +1048.4% 147,700 $10.8M
Temasek Holdings (Private) Ltd 0.04% Reduce -65.5% 143,751 $10.5M
KBC Group NV 0.03% Reduce -2.0% 143,477 $10.5M
LPL Financial LLC 0.00% Reduce -10.5% 139,715 $10.2M
Moore Capital Management, LP 0.21% New 135,804 $9.9M
Marks Group Wealth Management, Inc 0.90% Reduce -10.6% 131,910 $9.7M
Tocqueville Asset Management L.P. 0.15% Reduce -10.3% 131,390 $9.6M
Hantz Financial Services, Inc. 0.15% Reduce -10.0% 130,496 $9.6M
State of Wisconsin Investment Board 0.02% Add +1.6% 129,856 $9.5M
T. Rowe Price Associates Inc. 0.00% Add +1.0% 123,285 $9.0M
Algert Global LLC 0.19% New 120,986 $8.9M
Nordea Investment Management AB 0.01% Add +3.9% 117,851 $8.6M
Tidal Investments LLC 0.05% Add +7.5% 112,238 $8.2M
Public Employees Retirement System of Ohio 0.03% Add +108.4% 106,000 $7.8M
Jefferies Financial Group Inc. 0.13% Add +59.0% 104,400 $7.6M
Allianz Asset Management GmbH 0.01% Reduce -3.5% 99,982 $7.3M
Natixis Advisors, LLC 0.01% Add +12.8% 97,003 $7.1M
New York State Common Retirement Fund 0.01% No change 93,904 $6.9M
Aptus Capital Advisors, LLC 0.07% Add +9.6% 91,544 $6.7M
Dorsey & Whitney Trust CO LLC 0.35% Add +3.9% 90,377 $6.6M
Quantinno Capital Management LP 0.03% Add +23.3% 90,200 $6.6M
Tribune Investment Group LP 3.25% New 90,000 $6.6M
MetLife Investment Management, LLC 0.04% Reduce -3.2% 88,623 $6.5M
Night Squared LP 2.89% New 88,466 $6.5M
Gabelli Funds LLC 0.05% Add +40.5% 88,114 $6.5M
Osaic Holdings, Inc. 0.01% Add +382.3% 111,702 $6.3M
Hudson Bay Capital Management LP 0.05% Add +85.4% 85,286 $6.2M
Avalon Trust Co 0.46% Reduce -38.6% 84,949 $6.2M
Jane Street Group, LLC 0.01% Reduce -95.8% 82,234 $6.0M
Mutual of America Capital Management LLC 0.06% Reduce -3.5% 81,874 $6.0M
Stifel Financial Corp. 0.01% Add +2.3% 81,596 $6.0M
Assenagon Asset Management S.A. 0.01% Reduce -35.3% 81,029 $5.9M
Barclays PLC 0.00% Reduce -66.9% 80,869 $5.9M
Intech Investment Management LLC 0.06% Reduce -31.3% 80,826 $5.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.17% New 80,000 $5.9M
Waverly Advisors, LLC 0.06% Add +0.1% 78,974 $5.8M
Treasurer of the State of North Carolina 0.02% Add +0.7% 76,086 $5.6M
Amalgamated Bank 0.04% Reduce -0.6% 75,193 $5.5M
ING Groep NV 0.03% New 74,700 $5.5M
State of Tennessee, Department of Treasury 0.02% No change 68,158 $5.0M
SummitTX Capital, L.P. 0.22% Reduce -8.6% 67,659 $5.0M
Susquehanna Fundamental Investments, LLC 0.13% Reduce -38.2% 67,632 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +8.0% 66,418 $4.9M
Two Sigma Investments, LP 0.01% Add +41.2% 65,599 $4.8M
Concentric Capital Strategies, LP 0.26% Add +153.3% 63,349 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% Add +4.1% 62,193 $4.6M
Cetera Investment Advisers 0.01% Add +40.3% 60,924 $4.5M
SIR Capital Management, L.P. 0.40% Add +186.8% 60,645 $4.4M
Focus Financial Network, Inc. 0.18% Add +0.0% 60,550 $4.4M
2Xideas AG 0.76% New 60,203 $4.4M
Brant Point Investment Management LLC 0.99% Add +4.9% 59,167 $4.3M
Granite Investment Partners, LLC 0.21% Reduce -6.5% 58,874 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +16.9% 57,834 $4.2M
Flputnam Investment Management Co. 0.07% Reduce -1.0% 57,340 $4.2M
Yousif Capital Management, LLC 0.05% Reduce -1.9% 57,287 $4.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -1.1% 56,609 $4.1M
Sequoia Financial Advisors, LLC 0.03% Add +7.5% 56,125 $4.1M
Carnegie Investment Counsel 0.08% Reduce -40.6% 54,230 $4.0M
PDT Partners, LLC 0.22% Add +81.2% 51,991 $3.8M
Susquehanna International Group, LLP 0.01% Add +65.6% 50,027 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% No change 49,571 $3.6M
South Dakota Investment Council 0.07% Add +32.0% 49,107 $3.6M
Hilton Capital Management, LLC 0.29% Add +10.6% 48,881 $3.6M
Arizona State Retirement System 0.02% Add +1.6% 48,047 $3.5M
Bank of Montreal 0.00% Reduce -14.4% 47,694 $3.5M
Louisiana State Employees Retirement System 0.06% Add +0.2% 46,300 $3.4M
Security National Bank 0.57% Reduce -3.8% 44,800 $3.3M
Ensign Peak Advisors, Inc 0.01% Reduce -17.7% 44,503 $3.3M
Richard Bernstein Advisors LLC 0.08% No change 44,295 $3.2M
Vaughan Nelson Investment Management, L.P. 0.03% Add +31.7% 44,060 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +7.4% 42,300 $3.1M
Creative Planning 0.00% Add +18.2% 41,821 $3.1M
Regents Gate Capital LLP 1.08% New 41,666 $3.1M
Teacher Retirement System of Texas 0.01% Add +1.6% 41,345 $3.0M
Marshall Wace, LLP 0.00% Add +31.8% 41,061 $3.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.4% 39,275 $2.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 39,700 $2.9M
State of Michigan Retirement System 0.01% Add +0.5% 39,606 $2.9M
Lighthouse Investment Partners, LLC 0.12% New 38,849 $2.8M
Walleye Capital LLC 0.03% Reduce -82.8% 38,727 $2.8M
PNC Financial Services Group, Inc. 0.00% Reduce -10.7% 38,017 $2.8M
Krilogy Financial LLC 0.16% Reduce -22.9% 37,508 $2.7M
Graham Capital Management, L.P. 0.08% New 37,500 $2.7M
KLP Kapitalforvaltning As 0.01% Add +6.3% 37,300 $2.7M
Balyasny Asset Management L.P. 0.01% Reduce -93.4% 37,176 $2.7M
Outfitters Financial LLC 2.32% Add +0.6% 37,139 $2.7M
Linden Thomas Advisory Services, LLC 0.30% Reduce -1.0% 37,028 $2.7M
Dark Forest Capital Management LP 0.11% Add +232.1% 36,536 $2.7M
New Age Alpha Advisors, LLC 0.11% Add +3.8% 34,704 $2.5M
New Mexico Educational Retirement Board 0.08% No change 34,000 $2.5M
Cerity Partners LLC 0.00% Add +1.2% 33,815 $2.5M
Oregon Public Employees Retirement Fund 0.04% Add +0.9% 33,688 $2.5M
Harbor Capital Advisors, Inc. 0.10% Add +0.8% 33,471 $2.5M
HighTower Advisors, LLC 0.00% Add +13.9% 33,227 $2.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +59.5% 32,889 $2.4M
Ameritas Investment Partners, Inc. 0.08% Reduce -1.4% 32,862 $2.4M
Park Avenue Securities LLC 0.02% Add +123.3% 32,704 $2.4M
Corient Private Wealth LP 0.00% Add +15.0% 32,448 $2.4M
Cinctive Capital Management LP 0.13% New 32,225 $2.4M
Silver Lake Advisory, LLC 0.98% Add +0.3% 31,538 $2.3M
Baker Avenue Asset Management, LP 0.06% Add +20.5% 30,901 $2.3M
Claret Asset Management Corp 0.29% Add +1.4% 30,718 $2.3M
First Manhattan Co. Llc. 0.01% Reduce -0.0% 30,699 $2.2M
Bank Pictet & Cie (Europe) AG 0.05% Add +153.3% 29,662 $2.2M
Edmond DE Rothschild Holding S.A. 0.03% Add +12.2% 29,513 $2.2M
MML Investors Services, LLC 0.01% Add +79.3% 29,468 $2.2M
Tema ETFs LLC 0.56% New 28,657 $2.1M
NEOS Investment Management LLC 0.03% Add +30.7% 28,657 $2.1M
Pathstone Holdings, LLC 0.01% Reduce -2.0% 27,267 $2.0M
Janney Montgomery Scott LLC 0.01% Reduce -3.6% 26,259 $1.9M
Victory Capital Management Inc. 0.00% Reduce -13.5% 26,152 $1.9M
Ethic Inc. 0.03% Reduce -10.4% 25,534 $1.9M
D.A. Davidson & Co. 0.01% Reduce -5.7% 24,941 $1.8M
Principal Securities, Inc. 0.03% Add +95.6% 24,658 $1.8M
STRS Ohio 0.01% Reduce -77.0% 23,183 $1.7M
NewEdge Advisors, LLC 0.01% Add +861.6% 22,943 $1.7M
iSAM Funds (UK) Ltd 0.37% Add +105.4% 22,799 $1.7M
Corbyn Investment Management Inc. 0.75% No change 22,786 $1.7M
Nisa Investment Advisors, LLC 0.01% Add +9.6% 22,782 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +126.2% 22,683 $1.7M
Gateway Investment Advisers LLC 0.02% Add +21.0% 22,503 $1.6M
Oppenheimer & Co. Inc. 0.02% Reduce -4.6% 21,867 $1.6M
Hedeker Wealth, LLC 0.37% Reduce -0.1% 21,700 $1.6M
Diversify Wealth Management, LLC 0.10% Add +22.4% 17,034 $1.6M
Amitell Capital Pte Ltd 0.87% New 21,149 $1.5M
Andra AP-fonden 0.02% New 21,050 $1.5M
Skba Capital Management LLC 0.22% Add +1.9% 21,048 $1.5M
SeaBridge Investment Advisors LLC 0.29% Reduce -4.4% 20,995 $1.5M
Storebrand Asset Management As 0.00% No change 20,679 $1.5M
Pacer Advisors, Inc. 0.00% Reduce -30.2% 20,228 $1.5M
Polar Capital Holdings Plc 0.01% Add +8.1% 20,000 $1.5M
CastleKnight Management LP 0.10% No change 19,500 $1.4M
Xponance LLC 0.01% Reduce -3.5% 19,458 $1.4M
Trium Capital LLP 0.35% Add +4.5% 19,391 $1.4M
Robeco Institutional Asset Management B.V. 0.00% No change 19,307 $1.4M
Mariner, LLC 0.00% Add +1.1% 19,297 $1.4M
Oppenheimer Asset Management Inc. 0.02% Reduce -6.0% 18,842 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -4.3% 18,476 $1.4M
Twinbeech Capital LP 0.03% Reduce -88.3% 17,956 $1.3M
New York Life Investment Management LLC 0.01% Reduce -2.4% 17,181 $1.3M
Lombard Odier Asset Management (Switzerland) SA 0.06% No change 17,145 $1.3M
First Citizens Bank & Trust Co. 0.02% Add +258.5% 16,127 $1.2M
Alliance Wealth Advisors, LLC 0.28% Add +12.2% 15,916 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +71.0% 15,907 $1.2M
Prelude Capital Management, LLC 0.11% New 14,900 $1.1M
Sendero Wealth Management, LLC 0.14% Add +15.8% 14,859 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +27.3% 14,330 $1.0M
Atria Investments, Inc 0.01% Add +23.2% 14,169 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -6.4% 14,069 $1.0M
Coldstream Capital Management Inc. 0.02% Add +1.2% 13,917 $1.0M
Norden Group LLC 0.11% Reduce -0.2% 13,862 $1.0M
Diversified Trust Co. 0.02% Add +27.9% 13,584 $995K
Crossmark Global Holdings, Inc. 0.02% Add +22.2% 13,581 $995K
&partners 0.01% Add +9.3% 13,481 $988K
Burney Co./ 0.03% Reduce -47.9% 12,774 $936K
D. E. Shaw & Co. 0.00% Reduce -96.9% 12,711 $931K
Commonwealth Equity Services, LLC 0.00% Reduce -34.9% 12,583 $922K
Securian Asset Management, Inc. 0.03% No change 12,459 $913K
Harbour Capital Advisors, LLC 0.19% Reduce -11.2% 12,405 $911K
Cookson Peirce & Co. Inc. 0.04% New 12,357 $905K
Natural Investments, LLC 0.23% Reduce -0.4% 12,159 $890K
Canada Pension Plan Investment Board 0.00% Add +1400.0% 12,000 $879K
Composition Wealth, LLC 0.01% Add +4.7% 11,713 $858K
Hudson Value Partners, LLC 0.30% Reduce -11.4% 11,675 $855K
Calamos Advisors LLC 0.01% Add +0.0% 11,519 $844K
PFG Advisors 0.04% Add +13.4% 11,350 $831K
Los Angeles Capital Management LLC 0.00% New 10,996 $805K
Sterling Capital Management LLC 0.01% Reduce -46.8% 10,842 $794K
Daiwa Securities Group Inc. 0.00% Add +36.7% 10,800 $791K
Advisory Research Inc. 0.12% Add +7.3% 10,687 $783K
Wexford Capital LP 0.22% Add +43.2% 10,661 $781K
Locust Wood Capital Advisers, LLC 0.02% New 10,660 $781K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 10,596 $776K
Figure 8 Investment Strategies LLC 0.75% Reduce -3.4% 10,514 $770K
Kestra Advisory Services, LLC 0.00% Add +6.5% 10,402 $762K
GAMCO Investors 0.01% New 10,179 $746K
Fulton Bank, N.A. 0.03% Reduce -0.9% 10,131 $742K
HB Wealth Management, LLC 0.01% Add +2.1% 10,002 $733K
Lingohr Asset Management GmbH 1.33% New 9,983 $731K
Calydon Capital 0.07% Add +97.7% 9,932 $728K
Silvercrest Asset Management Group LLC 0.00% Reduce -91.6% 9,777 $716K
Banco de Sabadell, S.A 0.49% No change 9,693 $711K
Addison Capital Co 0.24% No change 9,450 $692K
Net Worth Advisory Group 0.15% Add +1.2% 9,214 $675K
SG Americas Securities, LLC 0.00% Reduce -42.0% 9,019 $661K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% New 9,020 $661K
Factorial Partners, LLC 0.48% No change 9,000 $659K
Keybank National Association 0.00% Reduce -4.7% 8,941 $655K
CIBC Private Wealth Group LLC 0.00% Add +3.2% 8,917 $653K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.5% 8,901 $652K
Isthmus Partners, LLC 0.07% No change 8,732 $640K
Diversify Advisory Services, LLC 0.02% Add +44.0% 6,952 $638K
Utah Retirement Systems 0.01% Reduce -3.5% 8,610 $631K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.8% 8,581 $629K
Captrust Financial Advisors 0.00% Add +17.6% 8,549 $626K
Ballentine Partners, LLC 0.01% New 8,264 $605K
Private Advisor Group, LLC 0.00% Reduce -0.9% 8,188 $600K
First Eagle Investment Management, LLC 0.00% New 8,053 $590K
Truist Financial Corp. 0.00% Reduce -9.9% 8,030 $588K
Portside Wealth Group, LLC 0.09% Add +5.3% 8,011 $587K
OneAscent Investment Solutions LLC 0.61% Reduce -19.7% 7,817 $573K
Csenge Advisory Group 0.03% Add +50.2% 8,704 $573K
Avior Wealth Management, LLC 0.02% Reduce -3.9% 7,787 $570K
Maryland State Retirement & Pension System 0.01% No change 7,720 $565K
Kingsview Wealth Management, LLC 0.01% Add +18.1% 7,582 $555K
Prime Capital Investment Advisors, LLC 0.01% Reduce -39.4% 7,538 $552K
Greenwich Wealth Management LLC 0.03% Add +3.9% 7,421 $544K
Everhart Financial Group, Inc. 0.06% Reduce -15.5% 7,413 $543K
ProShare Advisors LLC 0.00% Add +3.9% 7,299 $535K
Transatlantique Private Wealth LLC 0.19% No change 7,163 $525K
Legacy Wealth Asset Management, LLC 0.13% Add +75.3% 7,104 $520K
Fiduciary Trust Co 0.01% Add +0.3% 7,022 $514K
Brooklyn Investment Group 0.07% Add +448.5% 7,015 $514K
Pinnacle Associates Ltd. 0.01% Add +25.2% 6,986 $512K
Cwm, LLC 0.00% Add +3.3% 6,916 $507K
Davis R M Inc. 0.01% Add +27.2% 6,615 $485K
Advisors Asset Management, Inc. 0.01% Reduce -2.8% 6,595 $483K
Chicago Partners Investment Group LLC 0.01% New 6,289 $482K
Tower Research Capital LLC (TRC) 0.01% Reduce -44.0% 6,563 $481K
Paradice Investment Management LLC 0.10% Add +54.0% 6,555 $480K
BCS Private Wealth Management, Inc. 0.18% — 6,531 $478K
Lanark Financial, Inc. 0.04% Reduce -0.1% 6,522 $477K
Mgo One Seven LLC 0.02% Reduce -4.0% 6,405 $469K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +64.1% 6,400 $469K
Edgestream Partners, L.P. 0.01% New 6,314 $463K
Alps Advisors Inc. 0.00% New 6,304 $462K
Mercer Global Advisors Inc. 0.00% Add +11.1% 6,240 $457K
Mutual Advisors, LLC 0.01% Reduce -19.3% 5,804 $456K
McRae Capital Management Inc. 0.09% No change 6,211 $455K
Systematic Financial Management LP 0.01% No change 6,205 $455K
Palisade Asset Management, LLC 0.04% No change 6,035 $442K
Fox Run Management, L.L.C. 0.07% Reduce -74.9% 6,024 $441K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.5% 6,024 $441K
Corient IA LP 0.26% No change 6,000 $440K
RBF Capital, LLC 0.02% No change 6,000 $440K
Baird Financial Group, Inc. 0.00% Reduce -58.9% 5,973 $438K
Shelton Capital Management 0.01% No change 5,919 $434K
Wilmington Savings Fund Society, FSB 0.01% Reduce -7.6% 5,919 $434K
HMS Capital Management, LLC 0.19% Reduce -1.2% 5,761 $422K
Atria Wealth Solutions, Inc. 0.01% New 5,663 $422K
Waddell & Associates, LLC 0.04% No change 5,542 $406K
Meeder Advisory Services, Inc. 0.02% New 5,528 $405K
NorthRock Partners, LLC 0.01% Reduce -24.1% 5,516 $404K
Quadrant Capital Group LLC 0.01% Reduce -0.2% 5,478 $401K
Gsa Capital Partners LLP 0.03% Reduce -87.0% 5,476 $401K
Intrust Bank NA 0.04% Add +40.0% 5,442 $399K
Cresset Asset Management, LLC 0.00% Add +4.8% 5,404 $396K
Praxis Investment Management Inc. 0.03% No change 5,350 $392K
Banque Pictet & Cie SA 0.00% Reduce -6.3% 5,214 $382K
Point72 Asia (Singapore) Pte. Ltd. 0.07% Reduce -63.4% 5,179 $379K
CIBC Asset Management Inc 0.00% No change 5,177 $379K
Stonebridge Capital Advisors LLC 0.03% No change 5,119 $375K
Riverwater Partners LLC 0.18% Add +16.4% 5,080 $372K
PFG Investments, LLC 0.02% Add +2.7% 5,020 $368K
Stephens Inc. 0.01% Reduce -1.4% 5,018 $368K
O'shaughnessy Asset Management, LLC 0.00% New 5,011 $367K
Jacobs & Co. 0.04% Reduce -0.3% 5,012 $367K
Mayflower Financial Advisors, LLC 0.05% Reduce -0.4% 4,985 $365K
LGT Fund Management Co Ltd. 0.03% No change 4,982 $365K
Panagora Asset Management Inc. 0.00% Reduce -56.3% 4,963 $364K
Blair William & Co. 0.00% Reduce -56.5% 4,940 $362K
Steph & Co. 0.12% Add +14.0% 4,937 $362K
Shakespeare Wealth Management, LLC 0.10% Add +0.4% 4,918 $360K
EverSource Wealth Advisors, LLC 0.02% Add +21.0% 4,889 $358K
AE Wealth Management LLC 0.00% Reduce -3.9% 4,879 $357K
Infrastructure Capital Advisors, LLC 0.06% New 4,867 $357K
Fullcircle Wealth LLC 0.13% Reduce -6.8% 3,915 $354K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 4,800 $352K
Global Retirement Partners, LLC 0.01% — 4,704 $345K
QRG Capital Management, Inc. 0.00% Add +6.2% 4,637 $340K
Nilsine Partners, LLC 0.03% Reduce -1.4% 4,635 $340K
Elevation Point Wealth Partners, LLC 0.03% Reduce -43.5% 4,590 $336K
Journey Strategic Wealth LLC 0.01% New 4,531 $332K
IFP Advisors, Inc 0.01% Reduce -21.1% 3,381 $332K
Tiaa Trust, National Association 0.00% Add +6.8% 4,471 $328K
Alan B Lancz & Associates, Inc. 0.33% No change 4,442 $325K
Pallas Capital Advisors LLC 0.01% New 4,396 $322K
Summit Financial, LLC 0.01% Reduce -2.6% 4,357 $319K
Syon Capital LLC 0.02% New 4,356 $319K
Seelaus Asset Management LLC 0.29% Reduce -0.9% 4,345 $318K
OneAscent Wealth Management LLC 0.12% Reduce -0.8% 4,292 $314K
World Investment Advisors 0.01% Reduce -16.1% 4,284 $314K
Cape Investment Advisory, Inc. 0.11% Add +434.4% 4,275 $313K
Veracity Capital LLC 0.11% Add +6.5% 4,244 $311K
Saturna Capital Corp. 0.00% New 4,242 $311K
Significant Wealth Partners LLC 0.15% New 4,222 $309K
Whitcomb & Hess, Inc. 0.09% No change 4,192 $307K
Thompson Davis & Co., Inc. 0.20% Reduce -5.8% 4,080 $299K
HighPoint Advisor Group LLC 0.02% New 4,040 $296K
AlTi Global, Inc. 0.01% Add +0.8% 3,995 $293K
Argyle Capital Management, LLC 0.10% No change 3,932 $288K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 3,911 $286K
Picton Mahoney Asset Management 0.00% New 3,890 $285K
Oxford Financial Group, LTD. LLC 0.02% No change 3,852 $282K
Summit Trail Advisors, LLC 0.00% New 3,849 $282K
Townsquare Capital LLC 0.03% Reduce -94.7% 3,848 $282K
Profund Advisors LLC 0.01% Reduce -5.3% 3,816 $280K
Greenleaf Trust 0.00% Reduce -8.6% 3,788 $277K
Accredited Investors Inc. 0.02% New 3,787 $277K
Seeds Investor LLC 0.06% New 3,714 $272K
Allspring Global Investments Holdings, LLC 0.00% Reduce -8.6% 3,751 $271K
OneAscent Financial Services LLC 0.02% Reduce -19.5% 3,710 $270K
Merit Financial Group, LLC 0.00% New 3,684 $270K
Aigen Investment Management, LP 0.04% Reduce -89.6% 3,679 $269K
Forum Financial Management, LP 0.00% Reduce -29.1% 3,567 $261K
Annex Advisory Services, LLC 0.01% New 3,552 $260K
Fifth Third Bancorp 0.00% Add +26.0% 3,542 $259K
Gibbs Wealth Management 0.05% New 3,537 $259K
GAMMA Investing LLC 0.02% Add +0.2% 3,484 $255K
World Equity Group, Inc. 0.07% New 3,443 $252K
OneAscent Family Office, LLC 0.23% New 3,341 $245K
Verdence Capital Advisors LLC 0.02% New 3,315 $243K
Covenant Partners, LLC 0.07% New 3,305 $242K
Farther Finance Advisors, LLC 0.00% Add +65.4% 3,302 $242K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -41.6% 3,284 $241K
Hilltop Holdings Inc. 0.02% New 3,219 $236K
Lodestone Wealth Management LLC 0.11% New 3,188 $234K
Sherbrooke Park Advisers LLC 0.10% Reduce -57.3% 3,121 $229K
State of Wyoming 0.03% New 3,120 $229K
OneDigital Investment Advisors LLC 0.00% New 3,109 $228K
Evergreen Capital Management LLC 0.01% New 3,084 $226K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -62.1% 3,053 $224K
Oak Thistle LLC 0.03% Reduce -34.9% 3,023 $221K
Wellington Management Group LLP 0.00% New 2,998 $220K
Nicolet Advisory Services, LLC 0.02% New 2,431 $218K
Ellevest, Inc. 0.03% New 2,974 $218K
Teza Capital Management LLC 0.16% Reduce -55.1% 2,967 $217K
Dana Investment Advisors, Inc. 0.01% Reduce -39.3% 2,965 $217K
LVW Advisors, LLC 0.02% New 2,900 $212K
Rafferty Asset Management, LLC 0.00% New 2,874 $211K
FSM Wealth Advisors, LLC 0.03% New 2,738 $204K
Pinnacle Financial Partners Inc 0.00% New 2,742 $201K
Signaturefd, LLC 0.00% Add +17.9% 2,541 $186K
Bank of New Hampshire 0.05% No change 2,540 $186K
Montag A & Associates Inc. 0.01% No change 2,532 $185K
Gitterman Wealth Management, LLC 0.04% New 2,362 $173K
Jones Financial Companies LLLP 0.00% Add +62.2% 2,326 $171K
National Bank of Canada 0.00% Reduce -43.7% 2,275 $167K
Danske Bank A/S 0.00% Add +450.0% 2,200 $161K
Globeflex Capital L P 0.01% No change 2,193 $161K
Parallel Advisors, LLC 0.00% Add +23.0% 2,093 $153K
Pflug Koory, LLC 0.07% No change 1,920 $141K
Banque Cantonale Vaudoise 0.01% Reduce -16.8% 1,829 $134K
UMB Bank, n.a. 0.00% Reduce -44.9% 1,761 $129K
Harbour Investments, Inc. 0.00% Add +20.8% 1,680 $123K
Transamerica Financial Advisors, LLC 0.01% New 1,668 $122K
Trust Co 0.01% No change 1,665 $122K
Tsfg, LLC 0.02% Add +0.2% 1,590 $116K
GeoWealth Management, LLC 0.00% New 1,579 $116K
Raiffeisen Bank International AG 0.00% No change 1,493 $107K
CNB Bank 0.05% No change 1,451 $106K
Steward Partners Investment Advisory, LLC 0.00% Add +48.3% 1,443 $106K
First Horizon Advisors, Inc. 0.00% Add +60.5% 1,311 $96K
Truvestments Capital LLC 0.02% Add +0.3% 1,240 $91K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.9% 1,144 $84K
Allworth Financial LP 0.00% Add +30.5% 1,143 $84K
Richardson Financial Services Inc. 0.05% Add +48.8% 1,079 $78K
Geneos Wealth Management Inc. 0.00% Reduce -3.2% 1,038 $76K
CX Institutional 0.00% No change 1,030 $75K
Quaker Wealth Management, LLC 0.02% — 1,004 $74K
Bessemer Group Inc. 0.00% Add +54.5% 975 $71K
Assetmark, Inc. 0.00% Add +61.7% 920 $67K
Parvin Asset Management, LLC 0.07% Reduce -3.7% 910 $67K
Ramirez Asset Management, Inc. 0.01% Reduce -18.2% 900 $66K
Penserra Capital Management LLC 0.00% New 886 $64K
Essex Investment Management Co. LLC 0.01% No change 842 $62K
Park Place Capital Corp 0.01% No change 849 $61K
Parkside Financial Bank & Trust 0.01% Add +7.2% 831 $61K
Covestor Ltd 0.03% Add +259.9% 781 $57K
Smartleaf Asset Management LLC 0.00% Reduce -8.0% 756 $55K
Arax Advisory Partners 0.00% Reduce -4.8% 726 $53K
Hoese & Co LLP 0.04% Add +223.2% 724 $53K
High Note Wealth, LLC 0.01% Reduce -1.0% 722 $53K
NewSquare Capital LLC 0.00% Add +313.2% 719 $53K
MAI Capital Management 0.00% Add +5.3% 713 $52K
LRI Investments, LLC 0.00% No change 699 $51K
Nomura Asset Management Co. Ltd. 0.00% No change 690 $51K
Huntington National Bank 0.00% Add +57.0% 683 $50K
Optimum Investment Advisors 0.02% No change 680 $50K
Whittier Trust Co. of Nevada Inc. 0.00% Add +61.0% 665 $49K
SBI Securities Co., Ltd. 0.00% Add +80.8% 651 $48K
American National Bank & Trust 0.00% New 625 $46K
CI Investments Inc. 0.00% Add +17.6% 616 $45K
Pacific Center for Financial Services 0.01% No change 600 $44K
Park Square Financial Group, LLC 0.03% Add +50.1% 587 $43K
Brown Brothers Harriman & Co. 0.00% Reduce -64.8% 556 $41K
Atticus Wealth Management, LLC 0.01% No change 550 $40K
TD Waterhouse Canada Inc. 0.00% Reduce -4.5% 537 $39K
Headlands Technologies LLC 0.00% Add +522.9% 517 $38K
Spire Wealth Management 0.00% Reduce -66.4% 507 $37K
Harbor Investment Advisory, LLC 0.00% No change 500 $37K
Essential Partners LLC 0.01% — 447 $33K
True Wealth Design, LLC 0.01% Add +1202.9% 443 $32K
Manchester Capital Management LLC 0.00% Add +222.2% 435 $32K
Trust Co. of Vermont 0.00% Add +57.8% 434 $32K
Anchor Investment Management, LLC 0.00% Reduce -25.6% 430 $31K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 412 $30K
Key Financial Inc 0.01% No change 397 $29K
Clearstead Advisors, LLC 0.00% Add +127.0% 379 $28K
Rise Advisors, LLC 0.01% Add +0.3% 348 $25K
Centerpoint Advisors, LLC 0.01% No change 343 $25K
Smithfield Trust Co 0.00% Reduce -59.4% 342 $25K
Private Trust Co. NA 0.00% Reduce -97.3% 332 $24K
NFSG Corp 0.00% New 329 $24K
Hemington Wealth Management 0.00% Add +34.5% 331 $24K
New England Capital Financial Advisors LLC 0.01% No change 323 $24K
Rakuten Securities, Inc. 0.01% Add +245.1% 314 $23K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -70.5% 314 $23K
Larson Financial Group LLC 0.00% Add +27.3% 303 $22K
CENTRAL TRUST Co 0.00% Reduce -6.0% 280 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 274 $20K
GPS Wealth Strategies Group, LLC 0.00% No change 270 $20K
Quarry LP 0.00% Reduce -73.9% 261 $19K
Farmers & Merchants Investments Inc. 0.00% Add +105.7% 251 $18K
Twin Peaks Wealth Advisors, LLC 0.01% New 176 $16K
Pinnacle Bancorp, Inc. 0.00% No change 217 $16K
Frazier Financial Advisors, LLC 0.01% No change 210 $15K
HHM Wealth Advisors, LLC 0.00% No change 200 $15K
Sittner & Nelson, LLC 0.01% No change 196 $14K
Cherry Tree Wealth Management, LLC 0.00% No change 185 $14K
General Partner, Inc. 0.01% No change 184 $13K
GFG Capital, LLC 0.00% New 168 $12K
Foster Dykema Cabot & Partners, LLC 0.00% No change 166 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 170 $12K
Creative Financial Designs Inc. 0.00% Reduce -24.1% 161 $12K
Valley National Advisers Inc. 0.00% No change 160 $11K
Beacon Capital Management, LLC 0.00% Add +134.4% 143 $10K
Bell Investment Advisors, Inc 0.00% Add +18.4% 129 $9K
Armstrong Advisory Group, Inc. 0.00% Add +486.4% 129 $9K
Activest Wealth Management 0.00% Add +5700.0% 116 $8K
Rialto Wealth Management, LLC 0.00% Reduce -15.4% 115 $8K
DHJJ Financial Advisors, Ltd. 0.00% No change 114 $8K
JFS Wealth Advisors, LLC 0.00% No change 109 $8K
Sunbelt Securities, Inc. 0.00% No change 117 $8K
McIlrath & Eck, LLC 0.00% No change 108 $8K
Holos Integrated Wealth LLC 0.00% No change 89 $8K
WPG Advisers, LLC 0.01% Add +92.5% 102 $7K
AdvisorNet Financial, Inc 0.00% Reduce -1.0% 101 $7K
Ameritas Advisory Services, LLC 0.00% New 98 $7K
S&T Bank 0.00% No change 90 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.0% 89 $7K
Rossby Financial, LCC 0.00% Add +102.3% 87 $6K
Private Wealth Management Group, LLC 0.00% Reduce -28.1% 87 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -5.4% 87 $6K
Evergreen Private Wealth LLC 0.00% New 85 $6K
Cornerstone Planning Group LLC 0.00% No change 66 $6K
Prestige Wealth Management Group LLC 0.00% No change 75 $5K
Colonial Trust Co / SC 0.00% No change 73 $5K
Blue Trust, Inc. 0.00% Add +40.4% 73 $5K
MCF Advisors LLC 0.00% No change 72 $5K
Clearstead Trust, LLC 0.00% Reduce -65.0% 65 $5K
Golden State Wealth Management, LLC 0.00% No change 64 $5K
Whipplewood Advisors, LLC 0.00% Reduce -89.5% 64 $5K
Fortitude Family Office, LLC 0.00% New 61 $4K
TD Private Client Wealth LLC 0.00% Reduce -18.9% 60 $4K
Versant Capital Management, Inc 0.00% New 59 $4K
Glen Eagle Advisors, LLC 0.00% No change 58 $4K
ORG Partners LLC 0.00% New 53 $4K
GHP Investment Advisors, Inc. 0.00% No change 51 $4K
Riggs Asset Managment Co. Inc. 0.00% New 45 $3K
SouthState Bank Corp 0.00% Add +800.0% 45 $3K
Webster Bank, N. A. 0.00% New 42 $3K
Meeder Asset Management Inc. 0.00% Reduce -63.1% 41 $3K
Asset Planning,Inc 0.00% No change 39 $3K
Rothschild Investment LLC 0.00% Add +14.7% 39 $3K
Grove Bank & Trust 0.00% No change 38 $3K
PFS Partners, LLC 0.00% No change 36 $3K
Financial Perspectives, Inc 0.00% No change 36 $3K
Kiker Wealth Management, LLC 0.00% No change 35 $3K
Addison Advisors LLC 0.00% Add +288.9% 35 $3K
Physician Wealth Advisors, Inc. 0.00% New 33 $2K
Ancora Advisors LLC 0.00% New 33 $2K
Atlantic Union Bankshares Corp 0.00% New 30 $2K
ROSS\JOHNSON & Associates LLC 0.05% Reduce -42.3% 30 $2K
Raffa Wealth Management, LLC 0.00% No change 28 $2K
Avion Wealth 0.00% New 30 $2K
Capital Advisors, Ltd. LLC 0.00% Add +13.3% 34 $2K
Cromwell Holdings LLC 0.00% Add +116.7% 26 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 26 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 25 $2K
Hughes Financial Services, LLC 0.00% Reduce -97.0% 20 $2K
MV Capital Management, Inc. 0.00% Add +200.0% 24 $2K
CGC Financial Services, LLC 0.00% No change 23 $2K
SJS Investment Consulting Inc. 0.00% Reduce -41.7% 21 $2K
Financial Network Wealth Advisors LLC 0.00% Add +16.7% 21 $2K
Boyd Watterson Asset Management LLC 0.00% No change 21 $2K
Sachetta, LLC 0.00% Reduce -22.7% 17 $1K
Arlington Trust Co LLC 0.00% New 16 $1K
North Capital, Inc. 0.00% No change 15 $1K
Capital Analysts, LLC 0.00% No change 15 $1K
TFC Financial Management, Inc. 0.00% No change 13 $957
Oakworth Capital, Inc. 0.00% No change 13 $952
Main Street Group, LTD 0.00% Reduce -14.3% 12 $879
Bare Financial Services, Inc 0.00% No change 11 $806
HFM Investment Advisors, LLC 0.00% Add +233.3% 10 $732
Parkworth Wealth Management, Inc. 0.00% Add +125.0% 9 $659
Bay Harbor Wealth Management, LLC 0.00% Add +166.7% 8 $586
Stephens Consulting, LLC 0.00% New 8 $586
CoreCap Advisors, LLC 0.00% Reduce -38.5% 8 $586
Financial Management Professionals, Inc. 0.00% No change 7 $513
St Germain D J Co. Inc. 0.00% Reduce -92.0% 7 $513
Raleigh Capital Management Inc. 0.00% New 6 $441
Garde Capital, Inc. 0.00% No change 5 $367
Alerus Financial NA 0.00% New 5 $366
Whittier Trust Co. 0.00% No change 5 $366
Fortis Group Advisors, LLC 0.00% No change 4 $293
CBIZ Investment Advisory Services, LLC 0.00% New 4 $293
Financial Gravity Companies, Inc. 0.00% — 3 $220
IMA Advisory Services, Inc. 0.00% New 3 $220
Strategic Wealth Partners, Ltd. 0.00% — 3 $220
Private Wealth Asset Management, LLC 0.00% No change 3 $220
Lowe Wealth Advisors, LLC 0.00% No change 2 $147
Comprehensive Financial Planning, Inc. 0.00% No change 2 $147
Hollencrest Capital Management 0.00% No change 2 $147
CVA Family Office, LLC 0.00% Reduce -95.5% 1 $73

"% of holder's portfolio" is NVT's weight in each manager's 13F, not the share of Nvent Electric PLC the manager owns.