Organon &OGN

13F holders, Q4 2025 (December 31)
636holders −34
59new positions
121sold out
8famous investors
$7.17avg. 13F price*

At the end of Q4 2025, 636 institutions reported holding Organon & Co. (OGN) in their 13F filings, down 34 from Q3 2025. 59 opened new positions and 121 sold out. The largest holders were Vanguard Group Inc. ($264.7M), BlackRock, Inc. ($222.0M) and State Street Corp. ($68.8M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Organon & Co.
CUSIP
68622V106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 718Q1 2024Q2 2024: 724Q2 2024Q3 2024: 724Q3 2024Q4 2024: 739Q4 2024Q1 2025: 720Q1 2025Q2 2025: 695Q2 2025Q3 2025: 670Q3 2025Q4 2025: 636Q4 2025Q1 2026: 609Q1 2026Q2 2026: 636Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions59$39.2M
Exits121$134.0M

All 13F filers, Q3 2025 → Q4 2025: 32,118,654 shares bought and 34,534,679 shares sold, net −2,416,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 636 holders

Vanguard Group Inc. 0.00% Add +2.8% 36,916,382 $264.7M
BlackRock, Inc. 0.00% Add +0.3% 30,966,019 $222.0M
State Street Corp. 0.00% Add +2.8% 9,597,761 $68.8M
AQR Capital Management 0.03% Add +105.2% 8,570,958 $61.3M
LSV Asset Management 0.12% Reduce -4.6% 7,472,429 $53.6M
Massachusetts Financial Services Co. 0.02% Reduce -27.6% 6,882,166 $49.3M
Geode Capital Management, LLC 0.00% Reduce -4.5% 4,600,477 $33.0M
Private Management Group Inc. 0.91% Add +38.4% 4,347,073 $31.2M
UBS Group AG 0.01% Add +55.2% 4,295,002 $30.8M
Kahn Brothers Group Inc. 4.61% Add +0.3% 3,629,451 $26.0M
Sio Capital Management, LLC 4.07% New 3,421,765 $24.5M
D. E. Shaw & Co. 0.02% Add +590.0% 3,386,724 $24.3M
Dimensional Fund Advisors LP 0.01% Reduce -8.3% 3,384,140 $24.3M
Morgan Stanley 0.00% Reduce -27.1% 3,179,142 $22.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.5% 2,906,768 $20.8M
Gotham Asset Management 0.07% Reduce -28.5% 2,653,817 $19.0M
Canada Pension Plan Investment Board 0.01% Add +2.4% 2,429,740 $17.4M
Bank of New York Mellon Corp 0.00% Reduce -36.7% 2,260,925 $16.2M
Invesco Ltd. 0.00% Add +38.1% 2,222,248 $15.9M
Two Sigma Investments, LP 0.02% Add +238.4% 2,170,476 $15.6M
Citadel Advisors 0.01% Add +395.6% 2,062,974 $14.8M
Jane Street Group, LLC 0.02% Add +573.6% 2,007,556 $14.4M
Goldman Sachs Group Inc. 0.00% Add +13.5% 1,880,615 $13.5M
Northern Trust Corp. 0.00% Reduce -6.2% 1,820,419 $13.1M
First Trust Advisors LP 0.01% Reduce -16.3% 1,812,081 $13.0M
Bank of America Corp. 0.00% Add +242.0% 1,779,848 $12.8M
Two Sigma Advisers, LP 0.02% Add +198.8% 1,736,800 $12.5M
Walleye Capital LLC 0.07% Add +2730.6% 1,485,379 $10.7M
Principal Financial Group Inc. 0.00% Reduce -0.9% 1,235,194 $8.9M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -14.2% 1,228,223 $8.8M
Allianz Asset Management GmbH 0.01% Reduce -9.0% 1,173,713 $8.4M
Cerity Partners LLC 0.01% Reduce -34.0% 1,091,714 $7.8M
M&G PLC 0.04% Add +5.3% 992,312 $6.9M
Wells Fargo & Company 0.00% Add +158.2% 910,888 $6.5M
Bridgewater Associates 0.02% Add +36.0% 909,225 $6.5M
Public Sector Pension Investment Board 0.02% Reduce -11.2% 900,980 $6.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.8% 803,629 $5.8M
Legal & General Group Plc 0.00% Reduce -4.0% 779,768 $5.6M
Pavaki Capital Management LLC 3.64% — 728,100 $5.2M
Beddow Capital Management Inc. 1.87% Add +2.5% 666,725 $4.8M
Point72 Asset Management 0.01% New 655,731 $4.7M
Ameriprise Financial Inc. 0.00% Add +7.9% 630,798 $4.5M
Brandes Investment Partners, LP 0.03% Add +46.7% 606,499 $4.3M
American Century Companies Inc. 0.00% Add +2.3% 606,352 $4.3M
Natixis 0.02% Add +958835.1% 546,593 $3.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +27.1% 525,423 $3.8M
Readystate Asset Management LP 0.28% Reduce -42.9% 514,810 $3.7M
Victory Capital Management Inc. 0.00% Add +11.9% 514,031 $3.7M
Swiss National Bank 0.00% Add +1.7% 512,575 $3.7M
Citigroup Inc. 0.00% Add +129.5% 506,051 $3.6M
Voloridge Investment Management, LLC 0.01% Reduce -0.7% 498,631 $3.6M
Franklin Resources Inc. 0.00% Add +20.1% 497,882 $3.6M
Douglas Lane & Associates, LLC 0.05% Add +9.4% 485,745 $3.5M
Rhumbline Advisers 0.00% Add +0.4% 470,562 $3.4M
Millennium Management 0.00% Reduce -89.8% 460,948 $3.3M
GMO 0.01% Reduce -9.4% 447,661 $3.2M
Marshall Wace, LLP 0.00% Add +487.9% 439,967 $3.2M
Nuveen, LLC 0.00% Reduce -22.2% 436,003 $3.1M
Y-Intercept (Hong Kong) Ltd 0.07% Add +116.9% 406,162 $2.9M
Advisors Asset Management, Inc. 0.05% Reduce -25.3% 388,519 $2.8M
Capital Fund Management S.A. 0.03% Add +143.2% 383,200 $2.7M
Quantinno Capital Management LP 0.01% Add +151.4% 363,490 $2.6M
Squarepoint Ops LLC 0.01% Add +30.9% 360,932 $2.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +11497.6% 335,636 $2.4M
Sector Gamma As 0.49% Reduce -44.8% 300,000 $2.2M
New York State Teachers Retirement System 0.00% Reduce -0.9% 284,445 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -12.7% 279,578 $2.0M
State of Alaska, Department of Revenue 0.02% Add +0.6% 278,379 $2.0M
SG Americas Securities, LLC 0.00% Add +74.6% 276,086 $2.0M
Royal Bank of Canada 0.00% Reduce -4.0% 276,207 $2.0M
Prudential Financial Inc. 0.00% Reduce -3.9% 274,391 $2.0M
Norges Bank 0.00% — 264,857 $1.9M
Susquehanna International Group, LLP 0.00% Add +131.1% 262,066 $1.9M
XTX Topco Ltd 0.05% Add +126.6% 261,293 $1.9M
Raymond James Financial Inc. 0.00% Reduce -19.5% 258,032 $1.9M
Twinbeech Capital LP 0.13% Reduce -4.5% 257,969 $1.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +1062.1% 254,500 $1.8M
California State Teachers Retirement System 0.00% Reduce -3.0% 242,578 $1.7M
State Board of Administration of Florida Retirement System 0.00% Reduce -3.2% 230,427 $1.7M
Philip James Wealth Mangement, LLC 0.20% Reduce -48.4% 229,230 $1.6M
Verition Fund Management LLC 0.01% Add +1720.8% 222,009 $1.6M
PDT Partners, LLC 0.10% New 221,620 $1.6M
Brevan Howard Capital Management LP 0.03% Add +283.4% 217,017 $1.6M
Poehling Capital Management, INC. 0.32% Reduce -31.9% 216,492 $1.6M
CM Management, LLC 1.21% Reduce -11.1% 200,000 $1.4M
State of Tennessee, Department of Treasury 0.00% Add +25.2% 167,061 $1.4M
Van Eck Associates Corp. 0.00% Add +113.5% 196,406 $1.4M
Unifi Asset Management LP 1.53% — 195,915 $1.4M
Stifel Financial Corp. 0.00% Reduce -9.1% 194,342 $1.4M
VARCOV Co. 0.53% — 187,476 $1.3M
Howard Capital Management, LLC 0.02% No change 178,927 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -27.8% 178,639 $1.3M
Moore Capital Management, LP 0.03% New 177,385 $1.3M
LPL Financial LLC 0.00% Reduce -17.9% 169,860 $1.2M
180 Wealth Advisors, LLC 0.14% Add +45.2% 167,758 $1.2M
T. Rowe Price Associates Inc. 0.00% Reduce -19.6% 167,121 $1.2M
State of Wisconsin Investment Board 0.00% Reduce -6.4% 153,540 $1.1M
Guggenheim Capital LLC 0.01% Add +36.6% 151,702 $1.1M
Illinois Municipal Retirement Fund 0.01% Add +21.5% 151,526 $1.1M
Creative Planning 0.00% Reduce -30.3% 139,799 $1.0M
Nomura Asset Management International Inc. 0.00% — 136,800 $981K
Alliancebernstein L.P. 0.00% Reduce -69.7% 130,884 $938K
Wellington Management Group LLP 0.00% Reduce -3.8% 129,375 $928K
Jain Global LLC 0.01% New 127,332 $913K
New York State Common Retirement Fund 0.00% No change 121,873 $874K
Los Angeles Capital Management LLC 0.00% Reduce -35.6% 131,552 $864K
Louisiana State Employees Retirement System 0.01% Reduce -0.3% 119,100 $854K
Janus Henderson Group PLC 0.00% Reduce -61.9% 115,640 $829K
Russell Investments Group, Ltd. 0.00% Reduce -94.1% 113,805 $815K
Acorn Financial Advisory Services Inc. 0.12% Add +1.1% 113,011 $810K
Campbell & CO Investment Adviser LLC 0.04% Add +59.9% 111,393 $799K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -4.5% 109,975 $789K
Treasurer of the State of North Carolina 0.00% Reduce -6.8% 108,801 $780K
Aviance Capital Partners, LLC 0.09% Add +45.4% 105,710 $758K
Sei Investments Co. 0.00% Reduce -84.1% 104,400 $748K
Quadrature Capital Ltd 0.01% New 103,395 $741K
Cibc World Markets Corp. 0.00% — 102,986 $738K
KLCM Advisors, Inc. 0.06% Reduce -91.2% 99,365 $712K
Yousif Capital Management, LLC 0.01% Reduce -3.9% 67,923 $643K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -27.4% 76,547 $618K
Amalgamated Bank 0.00% Add +7.2% 85,515 $613K
PNC Financial Services Group, Inc. 0.00% Reduce -9.1% 84,839 $608K
SummerHaven Investment Management, LLC 0.35% No change 84,829 $608K
Algert Global LLC 0.01% Reduce -84.4% 83,760 $601K
Cwm, LLC 0.00% Add +88.3% 82,542 $592K
Nomura Holdings Inc. 0.00% New 78,836 $565K
Integrated Wealth Concepts LLC 0.01% Add +33.8% 78,445 $562K
Public Employees Retirement System of Ohio 0.00% Reduce -3.6% 78,163 $560K
Arnhold LLC 0.04% Reduce -5.5% 77,030 $552K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.8% 76,710 $550K
Atlas Brown,Inc. 0.16% Add +70.9% 74,837 $537K
Handelsbanken Fonder AB 0.00% Reduce -0.3% 73,000 $523K
Arizona State Retirement System 0.00% Reduce -5.4% 72,736 $522K
Osaic Holdings, Inc. 0.00% Reduce -8.1% 70,732 $507K
Mariner, LLC 0.00% Add +336.8% 69,964 $502K
Comerica Bank 0.00% Reduce -11.1% 68,972 $495K
Weiss Asset Management LP 0.01% Reduce -32.6% 68,904 $494K
Bridgefront Capital, LLC 0.12% Add +515.1% 65,932 $473K
Barclays PLC 0.00% Reduce -48.3% 65,900 $473K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -11.6% 65,333 $468K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 64,363 $461K
OMERS ADMINISTRATION Corp 0.00% New 64,234 $461K
Profund Advisors LLC 0.01% Add +74.9% 61,529 $441K
Royce & Associates LP 0.00% Add +6.0% 59,878 $429K
Oregon Public Employees Retirement Fund 0.01% Add +1.5% 59,459 $426K
Sterneck Capital Management, LLC 0.19% Add +8.9% 58,485 $419K
Man Group plc 0.00% Add +86.8% 56,292 $404K
Janney Montgomery Scott LLC 0.00% Add +64.5% 55,949 $401K
KLP Kapitalforvaltning As 0.00% No change 55,400 $397K
Deutsche Bank AG 0.00% Reduce -0.1% 55,386 $397K
Summit Trail Advisors, LLC 0.01% Add +141.1% 54,583 $391K
Focus Partners Wealth 0.00% Add +15.8% 54,421 $391K
Gsa Capital Partners LLP 0.03% Reduce -43.1% 54,545 $391K
Freestone Grove Partners LP 0.00% New 53,737 $385K
Mercer Global Advisors Inc. 0.00% Add +8.7% 53,577 $384K
HighTower Advisors, LLC 0.00% Reduce -8.6% 51,063 $366K
Sagewood Asset Management LP 0.13% — 50,680 $363K
State of Wyoming 0.04% Add +33.9% 50,352 $361K
Maryland State Retirement & Pension System 0.01% Add +1.1% 49,930 $358K
Aquatic Capital Management LLC 0.01% New 49,682 $356K
Manufacturers Life Insurance Company, The 0.00% Add +0.8% 48,917 $351K
Meeder Advisory Services, Inc. 0.01% Reduce -29.9% 47,640 $342K
Cetera Investment Advisers 0.00% Reduce -29.3% 47,285 $339K
Sterling Capital Management LLC 0.01% Reduce -1.5% 45,456 $326K
M&T Bank Corp 0.00% Reduce -29.2% 45,229 $325K
Heritage Investors Management Corp. 0.01% Reduce -15.6% 45,221 $324K
Bayforest Capital Ltd 0.24% Reduce -26.3% 45,027 $323K
Amundi 0.00% Reduce -30.0% 43,983 $315K
Radnor Capital Management, LLC 0.05% No change 43,316 $311K
Vestcor Inc 0.01% No change 41,888 $300K
Fred Alger Management, LLC 0.00% Add +41.3% 41,502 $298K
Systematic Alpha Investments, LLC 0.01% No change 41,067 $294K
Massar Capital Management, LP 0.06% New 40,966 $294K
Abacus Wealth Partners, LLC 0.03% New 40,252 $289K
Two Sigma Securities, LLC 0.04% New 39,951 $286K
Captrust Financial Advisors 0.00% Reduce -11.0% 39,668 $284K
Commonwealth Equity Services, LLC 0.00% Reduce -26.5% 39,607 $284K
Pictet Asset Management Holding SA 0.00% No change 38,856 $279K
Teacher Retirement System of Texas 0.00% Reduce -39.4% 38,592 $277K
D.A. Davidson & Co. 0.00% Reduce -39.5% 37,544 $269K
Dynamic Technology Lab Private Ltd 0.06% Add +151.8% 37,314 $268K
Exchange Traded Concepts, LLC 0.00% New 36,683 $263K
Corient Private Wealth LP 0.00% Add +57.3% 35,727 $256K
FMR LLC 0.00% Reduce -85.2% 35,327 $253K
ADAR1 Capital Management, LLC 0.02% Add +250.0% 35,000 $251K
Bank of Montreal 0.00% Reduce -8.3% 34,967 $251K
Fruth Investment Management 0.07% No change 34,850 $249K
Swiss Life Asset Management Ltd 0.00% Add +189.3% 33,347 $239K
AE Wealth Management LLC 0.00% Reduce -34.5% 33,036 $237K
Sound Income Strategies, LLC 0.01% Add +1.7% 26,908 $236K
Dark Forest Capital Management LP 0.01% New 32,663 $234K
Rafferty Asset Management, LLC 0.00% Add +54.5% 32,562 $233K
Bfsg, LLC 0.02% Add +41.6% 32,388 $232K
Venture Visionary Partners LLC 0.01% Add +53.8% 32,056 $230K
Wedmont Private Capital 0.01% Reduce -76.0% 27,889 $228K
Compound Planning, Inc. 0.01% Reduce -32.4% 30,077 $216K
Schonfeld Strategic Advisors LLC 0.00% Reduce -93.3% 29,986 $215K
Mutual of America Capital Management LLC 0.00% Add +2.0% 29,714 $213K
Sanctuary Advisors, LLC 0.00% Reduce -86.6% 29,002 $208K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -68.0% 28,654 $205K
Krilogy Financial LLC 0.01% Reduce -3.3% 22,112 $201K
Public Employees Retirement Association of Colorado 0.00% No change 27,467 $197K
Nisa Investment Advisors, LLC 0.00% Add +42.7% 27,130 $195K
Neuberger Berman Group LLC 0.00% Reduce -57.6% 26,519 $190K
Arax Advisory Partners 0.01% Reduce -37.6% 26,090 $187K
Range Financial Group LLC 0.06% Reduce -7.5% 25,979 $186K
Provenance Wealth Advisors, LLC 0.02% No change 25,758 $185K
Praxis Investment Management Inc. 0.01% Add +112.4% 25,596 $184K
Wolverine Asset Management LLC 0.01% Add +57.8% 25,560 $183K
Lecap Asset Management Ltd. 0.07% New 25,466 $183K
CIBC Asset Management Inc 0.00% Add +2.0% 25,306 $181K
Alpine Global Management, LLC 0.04% New 25,068 $180K
Aigen Investment Management, LP 0.04% Add +48.3% 24,876 $178K
Cacti Asset Management LLC 0.01% No change 25,000 $178K
Pathstone Holdings, LLC 0.00% Reduce -44.7% 24,184 $173K
Covestor Ltd 0.09% Reduce -0.6% 23,627 $169K
Acadian Asset Management LLC 0.00% Reduce -86.2% 23,256 $166K
HSBC Holdings PLC 0.00% Add +17.2% 22,953 $165K
BNP Paribas Financial Markets 0.00% Reduce -97.6% 22,824 $164K
Aristeia Capital, L.L.C. 0.01% New 22,550 $162K
O'shaughnessy Asset Management, LLC 0.00% Reduce -43.0% 22,437 $161K
Everett Harris & Co. 0.00% Reduce -7.2% 22,314 $160K
Gilman Hill Asset Management, LLC 0.02% Reduce -16.2% 21,740 $156K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -37.2% 21,573 $155K
ARGA Investment Management, LP 0.00% No change 20,735 $149K
Brown Advisory Inc. 0.00% Reduce -28.6% 20,234 $145K
Daytona Street Capital LLC 0.11% — 20,000 $143K
Impact Partnership Wealth, LLC 0.02% New 19,643 $141K
Voleon Capital Management LP 0.00% New 19,597 $141K
Voya Investment Management LLC 0.00% Reduce -11.1% 19,161 $137K
Versor Investments LP 0.02% Reduce -35.0% 18,529 $133K
US Bancorp \de 0.00% Reduce -38.8% 17,532 $126K
Kendall Capital Management 0.03% Reduce -54.8% 17,380 $125K
CSS LLC 0.02% Reduce -61.3% 17,293 $124K
Fayez Sarofim & Co 0.00% Reduce -12.7% 17,197 $123K
Brooklyn Investment Group 0.01% New 17,209 $122K
Infrastructure Capital Advisors, LLC 0.02% New 17,001 $122K
Credit Capital Investments LLC 0.11% New 16,900 $121K
Vident Advisory, LLC 0.00% Reduce -30.7% 16,532 $119K
Merit Financial Group, LLC 0.00% Reduce -50.0% 16,409 $118K
BTG Pactual Asset Management US LLC 0.01% New 16,257 $117K
HUB Investment Partners, LLC 0.00% New 15,725 $113K
Ausdal Financial Partners, Inc. 0.01% Reduce -10.0% 15,356 $110K
EntryPoint Capital, LLC 0.04% Add +27.8% 15,231 $109K
EMC Capital Management 0.05% Reduce -15.0% 15,167 $109K
Journey Strategic Wealth LLC 0.00% New 15,081 $108K
PEAK6 LLC 0.00% Add +343.7% 15,078 $108K
Foster & Motley Inc. 0.01% Reduce -10.4% 14,821 $106K
Utah Retirement Systems 0.00% No change 14,070 $101K
SBI Securities Co., Ltd. 0.00% Add +63.1% 14,031 $101K
Crossmark Global Holdings, Inc. 0.00% Add +4.3% 14,002 $100K
Ensign Peak Advisors, Inc 0.00% Reduce -68.8% 13,959 $100K
Wexford Capital LP 0.03% New 13,947 $100K
Highland Capital Management, LLC 0.00% Reduce -0.8% 13,633 $98K
Oppenheimer & Co. Inc. 0.00% Reduce -39.0% 13,624 $98K
Xponance LLC 0.00% Reduce -16.3% 13,287 $95K
Storebrand Asset Management As 0.00% Reduce -29.1% 12,990 $93K
Sequoia Financial Advisors, LLC 0.00% Add +10.6% 12,916 $93K
Orion Porfolio Solutions, LLC 0.00% Reduce -83.3% 12,790 $92K
Rockefeller Capital Management L.P. 0.00% Reduce -15.7% 12,461 $89K
McAdam, LLC 0.00% New 12,413 $89K
Money Concepts Capital Corp. 0.01% Add +5.7% 12,366 $89K
Excalibur Management Corp. 0.03% Reduce -18.5% 12,286 $88K
Tidal Investments LLC 0.00% Reduce -74.2% 12,029 $86K
Ballentine Partners, LLC 0.00% Reduce -6.4% 11,912 $85K
Invst, LLC 0.01% New 11,850 $85K
Wallace Advisory Group, LLC 0.09% Reduce -2.6% 11,711 $84K
Lazard Asset Management LLC 0.00% New 11,695 $84K
Cresset Asset Management, LLC 0.00% No change 11,671 $84K
Truist Financial Corp. 0.00% Reduce -0.8% 11,648 $84K
Greenwich Wealth Management LLC 0.00% Reduce -7.5% 11,604 $83K
Cypress Wealth Services, LLC 0.01% New 11,538 $83K
Atria Investments, Inc 0.00% Reduce -17.6% 11,491 $82K
HB Wealth Management, LLC 0.00% Reduce -17.3% 11,310 $81K
Caxton Associates LLP 0.00% New 11,128 $80K
Wescott Financial Advisory Group, LLC 0.01% Reduce -10.8% 11,062 $79K
KBC Group NV 0.00% Add +50.1% 10,564 $76K
Oxford Asset Management LLP 0.03% New 10,370 $74K
Triumph Capital Management 0.02% Reduce -12.8% 10,311 $74K
Empowered Funds, LLC 0.00% New 10,304 $74K
First Manhattan Co. Llc. 0.00% Reduce -1.3% 10,301 $74K
Summit Securities Group LLC 0.01% No change 9,100 $65K
AlphaQuest LLC 0.00% Reduce -3.1% 8,989 $64K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.7% 8,663 $62K
Parallel Advisors, LLC 0.00% Reduce -48.6% 8,228 $59K
Rexford Capital Inc. 0.04% Reduce -27.8% 8,217 $59K
Deseret Mutual Benefit Administrators 0.02% No change 7,632 $55K
Pinnacle Wealth Planning Services, Inc. 0.01% New 7,135 $51K
Kestra Advisory Services, LLC 0.00% New 6,613 $47K
Nomura Asset Management Co. Ltd. 0.00% No change 6,400 $46K
STRS Ohio 0.00% Add +0.2% 6,321 $45K
TD Waterhouse Canada Inc. 0.00% Reduce -6.9% 6,255 $45K
Eurizon Capital SGR S.p.A. 0.00% — 6,212 $44K
CIBC Private Wealth Group LLC 0.00% Reduce -13.8% 6,078 $44K
Tower Research Capital LLC (TRC) 0.00% Add +260.9% 6,035 $43K
Allworth Financial LP 0.00% Add +17.7% 5,866 $42K
Federation des caisses Desjardins du Quebec 0.00% Reduce -5.4% 5,490 $39K
Wilmington Savings Fund Society, FSB 0.00% Reduce -4.0% 4,557 $33K
Farther Finance Advisors, LLC 0.00% Add +87.8% 4,349 $31K
MetLife Investment Management, LLC 0.00% Reduce -1.9% 4,250 $30K
MAI Capital Management 0.00% Reduce -13.1% 4,180 $30K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -14.8% 4,143 $30K
Jones Financial Companies LLLP 0.00% Reduce -28.4% 4,129 $30K
Hantz Financial Services, Inc. 0.00% Reduce -48.2% 3,988 $29K
Brown Brothers Harriman & Co. 0.00% Reduce -7.6% 3,968 $28K
Ancora Advisors LLC 0.00% Add +134.8% 3,795 $27K
EverSource Wealth Advisors, LLC 0.00% Reduce -37.2% 3,787 $27K
GAMMA Investing LLC 0.00% Reduce -45.3% 3,782 $27K
TFC Financial Management, Inc. 0.00% Reduce -0.9% 3,596 $26K
Smartleaf Asset Management LLC 0.00% Reduce -31.9% 3,483 $25K
Larson Financial Group LLC 0.00% Reduce -79.9% 3,255 $23K
Fifth Third Bancorp 0.00% Reduce -31.9% 3,176 $23K
Rothschild Investment LLC 0.00% Reduce -24.6% 2,941 $21K
Signaturefd, LLC 0.00% Reduce -53.4% 2,900 $21K
Harbour Investments, Inc. 0.00% Reduce -6.1% 2,525 $18K
National Bank of Canada 0.00% Add +3423.2% 2,431 $17K
Spire Wealth Management 0.00% Reduce -69.3% 2,386 $17K
Siemens Fonds Invest GmbH 0.00% No change 2,363 $17K
Eastern Bank 0.00% Reduce -5.8% 2,310 $17K
IFP Advisors, Inc 0.00% Add +81.7% 2,299 $16K
Global Retirement Partners, LLC 0.00% Add +86.0% 2,292 $16K
NewEdge Advisors, LLC 0.00% Add +112.2% 2,287 $16K
Huntington National Bank 0.00% Reduce -11.9% 2,240 $16K
Prestige Wealth Management Group LLC 0.00% No change 2,106 $15K
DT Investment Partners, LLC 0.00% No change 2,039 $15K
Bokf, NA 0.00% Reduce -2.1% 2,032 $15K
Founders Capital Management 0.01% New 2,000 $14K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.0% 1,911 $14K
Intesa Sanpaolo S.p.A. 0.00% — 1,837 $13K
Bessemer Group Inc. 0.00% Reduce -58.4% 1,915 $13K
Salomon & Ludwin, LLC 0.00% Reduce -9.1% 1,729 $13K
Aster Capital Management (DIFC) Ltd 0.01% New 1,780 $13K
Flagship Harbor Advisors, LLC 0.00% New 1,741 $12K
Millstone Evans Group, LLC 0.01% Reduce -1.1% 1,692 $12K
Essential Partners LLC 0.00% Reduce -0.3% 1,511 $11K
McMillan Office, Inc. 0.00% — 1,497 $11K
Versant Capital Management, Inc 0.00% Add +71.6% 1,431 $10K
DekaBank Deutsche Girozentrale 0.00% No change 496 $10K
Cheviot Value Management, LLC 0.00% Reduce -3.7% 1,113 $10K
UMB Bank, n.a. 0.00% Reduce -7.7% 1,378 $10K
Bell Investment Advisors, Inc 0.00% Add +99.8% 1,317 $9K
Strategic Wealth Partners, Ltd. 0.00% Add +26140.0% 1,312 $9K
Private Trust Co. NA 0.00% Reduce -1.9% 1,301 $9K
Stone House Investment Management, LLC 0.00% New 1,274 $9K
TCTC Holdings, LLC 0.00% Reduce -21.2% 1,273 $9K
DKRT Investments Corp. 0.00% No change 1,250 $9K
William B. Walkup & Associates, Inc. 0.00% Reduce -16.4% 1,225 $9K
Quadrant Capital Group LLC 0.00% Reduce -88.8% 1,217 $9K
Key Financial Inc 0.00% Reduce -0.4% 1,216 $9K
Tanglewood Legacy Advisors, LLC 0.00% Add +1.3% 1,213 $9K
Elevation Wealth Partners, LLC 0.00% Add +1452.0% 1,195 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -34.4% 1,186 $9K
North Star Investment Management Corp. 0.00% Add +3.6% 1,151 $8K
Trust Co. of Vermont 0.00% Reduce -53.0% 1,110 $8K
Investors Research Corp 0.00% Reduce -1.9% 1,042 $7K
HM Payson & Co. 0.00% Reduce -5.0% 1,037 $7K
Whittier Trust Co. 0.00% Reduce -15.5% 904 $7K
Gables Capital Management Inc. 0.00% No change 984 $7K
GoalVest Advisory LLC 0.00% New 965 $7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -42.4% 693 $6K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -53.8% 761 $6K
Hilltop National Bank 0.00% No change 837 $6K
International Assets Investment Management, LLC 0.00% New 827 $6K
Bullock Wealth Management Group 0.00% — 797 $6K
Curat Global, LLC 0.01% No change 790 $6K
Pacer Advisors, Inc. 0.00% Reduce -37.4% 764 $5K
Clearstead Advisors, LLC 0.00% Add +3.4% 763 $5K
Parkside Financial Bank & Trust 0.00% Reduce -51.2% 755 $5K
Systematic Financial Management LP 0.00% No change 730 $5K
St Germain D J Co. Inc. 0.00% No change 711 $5K
CENTRAL TRUST Co 0.00% Reduce -4.8% 707 $5K
Smithfield Trust Co 0.00% Add +10.2% 965 $5K
EFG International AG 0.00% — 651 $5K
Rakuten Securities, Inc. 0.00% Reduce -68.4% 638 $5K
Hikari Tsushin, Inc. 0.00% No change 599 $4K
Webster Bank, N. A. 0.00% No change 578 $4K
Geneos Wealth Management Inc. 0.00% Reduce -8.1% 567 $4K
Strategic Wealth Advisors LLC 0.00% — 590 $4K
Montag A & Associates Inc. 0.00% No change 554 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 545 $4K
Laurel Wealth Advisors LLC 0.00% New 510 $4K
Chilton Capital Management LLC 0.00% No change 510 $4K
First Financial Corp. 0.00% No change 450 $3K
Kimelman & Baird, LLC 0.00% Reduce -0.4% 450 $3K
Atlas Capital Advisors Inc. 0.00% — 445 $3K
Atlantic Union Bankshares Corp 0.00% Reduce -10.3% 435 $3K
Danske Bank A/S 0.00% No change 400 $3K
Blue Trust, Inc. 0.00% Reduce -8.3% 400 $3K
Private Wealth Management Group, LLC 0.00% Add +200.8% 397 $3K
ORG Partners LLC 0.00% No change 389 $3K
Hollencrest Capital Management 0.00% No change 386 $3K
Activest Wealth Management 0.00% Add +8350.0% 338 $2K
Sunbelt Securities, Inc. 0.00% Add +23.6% 330 $2K
PFS Partners, LLC 0.00% Add +0.3% 326 $2K
Westend Capital Management, LLC 0.00% No change 313 $2K
Center for Financial Planning, Inc. 0.00% No change 308 $2K
Motco 0.00% No change 308 $2K
Acumen Wealth Advisors, LLC 0.00% — 304 $2K
MCF Advisors LLC 0.00% No change 294 $2K
Beacon Financial Strategies CORP 0.00% New 283 $2K
Coston, McIsaac & Partners 0.00% Reduce -54.6% 372 $2K
Caldwell Sutter Capital, Inc. 0.00% Reduce -8.3% 275 $2K
City State Bank 0.00% Add +3.8% 271 $2K
McIlrath & Eck, LLC 0.00% Reduce -1.1% 271 $2K
Anchor Investment Management, LLC 0.00% Reduce -10.6% 254 $2K
JFS Wealth Advisors, LLC 0.00% Add +10.4% 254 $2K
Measured Wealth Private Client Group, LLC 0.00% No change 254 $2K
Maryland Capital Advisors Inc. 0.00% No change 250 $2K
NBT Bank, N.A. 0.00% Reduce -1.9% 208 $2K
First Command Advisory Services, Inc. 0.00% Add +178.6% 234 $2K
Lanark Financial, Inc. 0.00% Reduce -97.2% 231 $2K
Asset Dedication, LLC 0.00% Reduce -9.1% 229 $2K
Trust Co. of Toledo NA 0.00% No change 225 $2K
WPG Advisers, LLC 0.00% Add +10.4% 223 $2K
BOK Financial Private Wealth, Inc. 0.00% No change 218 $2K
Keating Financial Advisory Services, Inc. 0.00% — 218 $2K
CoreCap Advisors, LLC 0.00% Reduce -41.0% 213 $2K
SouthState Bank Corp 0.00% Reduce -6.6% 211 $2K
Bank & Trust Co 0.00% Reduce -19.5% 211 $2K
Cullen/Frost Bankers, Inc. 0.00% Add +5.0% 210 $2K
Mb, Levis & Associates, LLC 0.00% No change 200 $1K
Old Second National Bank of Aurora 0.00% Reduce -12.3% 200 $1K
Murphy & Mullick Capital Management Corp 0.00% No change 199 $1K
Aventura Private Wealth, LLC 0.00% No change 197 $1K
TD Capital Management LLC 0.00% No change 197 $1K
Sankala Group LLC 0.00% — 190 $1K
Battery Global Advisors, LLC 0.00% Reduce -78.9% 15 $1K
Westside Investment Management, Inc. 0.00% Reduce -80.1% 190 $1K
Root Financial Partners, LLC 0.00% Reduce -32.5% 189 $1K
Vision Retirement, LLC 0.00% — 186 $1K
BNP Paribas 0.00% No change 185 $1K
SOA Wealth Advisors, LLC. 0.00% No change 182 $1K
Edmond DE Rothschild Holding S.A. 0.00% No change 178 $1K
JNBA Financial Advisors 0.00% Reduce -10.2% 176 $1K
Harbor Investment Advisory, LLC 0.00% Reduce -17.4% 171 $1K
Cranbrook Wealth Management, LLC 0.00% No change 169 $1K
Godfrey Financial Associates, Inc. 0.00% — 163 $1K
CBIZ Investment Advisory Services, LLC 0.00% New 163 $1K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 161 $1K
New England Capital Financial Advisors LLC 0.00% Add +0.6% 161 $1K
Elyxium Wealth, LLC 0.00% New 160 $1K
WHI TRUST Co LLC 0.00% — 159 $1K
MV Capital Management, Inc. 0.00% Reduce -40.9% 156 $1K
Hilton Head Capital Partners, LLC 0.00% — 150 $1K
Addison Advisors LLC 0.00% Reduce -8.6% 149 $1K
Nemes Rush Group LLC 0.00% No change 148 $1K
Northwest Capital Management Inc 0.00% No change 146 $1K
Nalls Sherbakoff Group, LLC 0.00% Add +24.8% 141 $1K
Hazlett, Burt & Watson, Inc. 0.00% Add +0.5% 188 $1K
JTC Employer Solutions Trustee Ltd 0.00% No change 200 $1K
Bollard Group LLC 0.00% No change 184 $1K
Capital Analysts, LLC 0.00% No change 170 $1K
CX Institutional 0.00% Reduce -58.5% 191 $1K
Hoey Investments, Inc. 0.00% No change 134 $961
Caldwell Trust Co 0.00% No change 131 $939
Compagnie Lombard Odier SCmA 0.00% No change 130 $932
Quent Capital, LLC 0.00% Reduce -88.2% 129 $922
Richardson Capital Management LLC 0.00% No change 121 $868
Barrett & Company, Inc. 0.00% No change 121 $867
Grove Bank & Trust 0.00% Reduce -41.2% 114 $817
Cape Investment Advisory, Inc. 0.00% Add +152.3% 111 $796
Banque Transatlantique SA 0.00% No change 111 $796
SageView Advisory Group, LLC 0.00% New 102 $732
Albion Financial Group 0.00% Reduce -28.6% 100 $717
GHP Investment Advisors, Inc. 0.00% No change 100 $717
Golden State Wealth Management, LLC 0.00% Reduce -3.9% 99 $713
Smallwood Wealth Investment Management, LLC 0.00% No change 98 $709
Bogart Wealth, LLC 0.00% No change 98 $703
Comprehensive Financial Planning, Inc. 0.00% No change 98 $702
Cedar Mountain Advisors, LLC 0.00% Add +94.0% 97 $695
Crews Bank & Trust 0.00% No change 97 $695
Monetary Solutions, Ltd 0.00% — 96 $688
Boyd Watterson Asset Management LLC 0.00% No change 93 $667
AdvisorNet Financial, Inc 0.00% Reduce -94.9% 90 $646
Hamrick Investment Counsel, llc 0.00% — 89 $639
Clearstead Trust, LLC 0.00% Reduce -33.6% 85 $610
CNB Bank 0.00% No change 84 $602
Financial Perspectives, Inc 0.00% Reduce -19.4% 83 $595
WFA of San Diego, LLC 0.00% No change 82 $588
Thompson Investment Management, Inc. 0.00% No change 82 $588
Silicon Valley Capital Partners 0.00% No change 81 $584
Alerus Financial NA 0.00% No change 81 $581
N.E.W. Advisory Services LLC 0.00% No change 81 $581
Sachetta, LLC 0.00% Reduce -60.8% 80 $575
Financial Freedom, LLC 0.00% Reduce -46.5% 76 $545
Glass Jacobson Investment Advisors llc 0.00% Add +476.9% 75 $538
Tompkins Financial Corp. 0.00% Reduce -1.3% 75 $538
Bartlett & Co. Wealth Management LLC 0.00% No change 75 $538
Riverview Trust Co 0.00% No change 74 $531
Sawyer & Company, Inc 0.00% New 74 $531
Estabrook Capital Management 0.00% No change 74 $531
NFSG Corp 0.00% Add +46.0% 73 $523
Plante Moran Financial Advisors, LLC 0.00% No change 73 $523
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 70 $502
Pinnacle Bancorp, Inc. 0.00% No change 63 $452
Delta Asset Management LLC 0.00% No change 63 $452
Moisand Fitzgerald Tamayo, LLC 0.00% No change 62 $442
Rossby Financial, LCC 0.00% No change 60 $430
MTM Investment Management, LLC 0.00% No change 59 $423
IFS Advisors, LLC 0.00% No change 58 $415
Bayban 0.00% — 57 $409
Bangor Savings Bank 0.00% No change 56 $402
Lavaca Capital LLC 0.00% No change 55 $394
Picton Mahoney Asset Management 0.00% No change 55 $394
First Horizon Corp. 0.00% New 54 $388
Wolff Wiese Magana LLC 0.00% Add +2.0% 52 $370
Fourth Dimension Wealth, LLC 0.00% No change 51 $368
Holos Integrated Wealth LLC 0.00% No change 50 $362
Ankerstar Wealth, LLC 0.00% — 50 $359
Wealth Preservation Advisors, LLC 0.00% Reduce -30.6% 50 $359
Archer Investment Corp 0.00% No change 50 $359
VSM Wealth Advisory, LLC 0.00% No change 50 $359
CVA Family Office, LLC 0.00% No change 50 $359
Evermay Wealth Management LLC 0.00% No change 48 $345
Ameriflex Group, Inc. 0.00% Reduce -50.0% 47 $337
Signature Resources Capital Management, LLC 0.00% No change 46 $330
Cherry Tree Wealth Management, LLC 0.00% No change 46 $330
Ransom Advisory, Ltd 0.00% Reduce -97.9% 46 $330
Glen Eagle Advisors, LLC 0.00% Reduce -19.3% 46 $330
Hara Capital LLC 0.00% No change 45 $323
Medallion Wealth Advisors, LLC 0.00% No change 44 $316
Meramec Financial Planners, LLC 0.00% — 38 $312
Horizons Wealth Management 0.00% No change 42 $301
Twin Lakes Capital Management, LLC 0.00% No change 41 $294
Transamerica Financial Advisors, LLC 0.00% Reduce -24.1% 41 $291
Nvwm, LLC 0.00% No change 40 $287
Elevated Capital Advisors, LLC 0.00% New 40 $287
Country Trust Bank 0.00% No change 40 $286
Kozak & Associates, Inc. 0.00% No change 35 $285
LRI Investments, LLC 0.00% Reduce -93.6% 39 $280
Miller Wealth Advisors, LLC 0.00% No change 38 $273
Trust Co 0.00% New 38 $272
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.8% 37 $266
Spurstone Advisory Services, LLC 0.00% No change 37 $265
SJS Investment Consulting Inc. 0.00% New 36 $259
Retirement Wealth Solutions LLC 0.00% No change 35 $254
Navalign, LLC 0.00% New 35 $251
Financial Consulate, Inc. 0.00% Reduce -78.3% 34 $245
Pacific Center for Financial Services 0.00% No change 22 $235
Abound Wealth Management 0.00% No change 33 $235
Physician Wealth Advisors, Inc. 0.00% No change 32 $230
SWAN Capital LLC 0.00% No change 32 $229
Armstrong Advisory Group, Inc. 0.00% Add +3.3% 31 $223
Tucker Asset Management LLC 0.00% New 31 $222
Ascentis Wealth Management, LLC 0.00% No change 30 $218
Tradewinds Capital Management, LLC 0.00% No change 30 $216
Chesapeake Asset Management LLC 0.00% No change 30 $215
POM Investment Strategies, LLC 0.00% Add +328.6% 30 $215
Colonial Trust Co / SC 0.00% No change 30 $215
MidFirst Bank 0.00% — 30 $215
Fairscale Capital, LLC 0.00% Reduce -39.1% 28 $201
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 27 $194
Vermillion Wealth Management, Inc. 0.00% No change 27 $191
West Branch Capital LLC 0.00% New 26 $187
Assetmark, Inc. 0.00% Reduce -81.9% 26 $186
Strategic Investment Solutions, Inc. 0.00% No change 25 $180
Consultiva Wealth Management, Corp. 0.00% No change 25 $179
Garton & Associates Financial Advisors LLC 0.00% — 25 $179
Farmers & Merchants Investments Inc. 0.00% No change 25 $179
Generali Asset Management SPA SGR 0.00% No change 25 $179
Gilpin Wealth Management, LLC 0.00% — 24 $173
Merited Wealth, LLC 0.00% — 24 $172
Vermillion & White Wealth Management Group, LLC 0.00% No change 24 $172
Scarborough Advisors, LLC 0.00% No change 24 $172
Evelyn Partners Investment Management (Europe) Ltd 0.00% No change 23 $165
Tidemark, LLC 0.00% No change 23 $165
Colonial Trust Advisors 0.00% No change 22 $158
Central Pacific Bank - Trust Division 0.00% No change 22 $158
Kelleher Financial Advisors 0.00% Reduce -56.3% 21 $151
Lodestone Wealth Management LLC 0.00% New 21 $147
Aspect Partners, LLC 0.00% No change 20 $143
Pinney & Scofield, Inc. 0.00% Reduce -64.3% 20 $143
Steigerwald, Gordon & Koch Inc. 0.00% No change 20 $143
BankPlus Trust Department 0.00% No change 20 $143
Piscataqua Savings Bank 0.00% No change 20 $142
Signature Equity Partners, LLC 0.00% — 18 $129
Dunhill Financial, LLC 0.00% Add +183.3% 17 $119
Fairman Group, LLC 0.00% No change 15 $108
Rogco, LP 0.00% No change 15 $108
Entrust Financial LLC 0.00% — 15 $107
Financial Management Professionals, Inc. 0.00% No change 13 $93
Concord Wealth Partners 0.00% No change 13 $93
Strengthening Families & Communities, LLC 0.00% Reduce -20.0% 12 $89
Johnson Financial Group, Inc. 0.00% Reduce -98.5% 12 $87
Crewe Advisors LLC 0.00% No change 12 $87
Sunrise Financial Services, LLC 0.00% — 12 $86
Graney & King, LLC 0.00% No change 12 $85
Seneschal Advisors, LLC 0.00% Add +57.1% 11 $82
Advocate Investing Services LLC 0.00% — 11 $79
Essex Investment Management Co. LLC 0.00% No change 11 $79
Oakworth Capital, Inc. 0.00% No change 11 $79
Evolution Wealth Management Inc. 0.00% Add +100.0% 10 $72
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 10 $72
NorthAvenue LLC 0.00% — 10 $72
Essential Investment Partners LLC 0.00% — 10 $72
Park Place Capital Corp 0.00% No change 10 $72
Mendota Financial Group, LLC 0.00% No change 9 $66
Princeton Global Asset Management LLC 0.00% No change 8 $57
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 8 $57
TOWER TRUST & INVESTMENT Co 0.00% No change 6 $43
RMG Wealth Management LLC 0.00% No change 4 $38
Federated Hermes, Inc. 0.00% No change 5 $36
WealthCollab, LLC 0.00% Reduce -99.5% 5 $36
High Point Wealth Management, LLC 0.00% — 5 $36
Creative Financial Designs Inc. 0.00% New 4 $29
Raffa Wealth Management, LLC 0.00% No change 4 $29
Pflug Koory, LLC 0.00% No change 4 $29
Hughes Financial Services, LLC 0.00% Reduce -93.2% 4 $29
Westfuller Advisors, LLC 0.00% No change 4 $26
Fortis Group Advisors, LLC 0.00% No change 3 $22
Richardson Financial Services Inc. 0.00% No change 3 $22
Kilter Group LLC 0.00% Reduce -98.3% 3 $22
Boreal Capital Management LLC 0.00% No change 3 $22
Front Row Advisors LLC 0.00% No change 3 $18
IMG Wealth Management, Inc. 0.00% No change 2 $17
American Capital Advisory, LLC 0.00% No change 2 $15
HFM Investment Advisors, LLC 0.00% No change 2 $15
ROSS\JOHNSON & Associates LLC 0.00% No change 2 $14
Bay Harbor Wealth Management, LLC 0.00% No change 2 $14
MPWM Advisory Solutions, LLC 0.00% No change 2 $14
McGuire Capital Advisors Inc. 0.00% — 2 $14
Godsey & Gibb, Inc. 0.00% No change 1 $8
Strategic Advocates LLC 0.00% No change 1 $8
High Note Wealth, LLC 0.00% No change 1 $7
Horizon Bancorp Inc. 0.00% No change 51 $0
Resources Management Corp. /CT/ 0.00% No change 45 $0
GW&K Investment Management, LLC 0.00% No change 46 $0
Capital Advisors, Ltd. LLC 0.00% Reduce -78.2% 12 $0
Roble, Belko & Company, Inc 0.00% No change 22 $0
Kohmann Bosshard Financial Services, LLC 0.00% New 1 $0
Centerpoint Advisors, LLC 0.00% No change 20 $0
Avion Wealth 0.00% Reduce -70.5% 65 $0
Tsfg, LLC 0.00% No change 67 $0
Motiv8 Investments LLC 0.00% New 2 $0
Navigoe, LLC 0.00% No change 6 $0
IFC & Insurance Marketing, Inc. 0.00% — 1 $0

"% of holder's portfolio" is OGN's weight in each manager's 13F, not the share of Organon & Co. the manager owns.