Onto InnovationONTO
13F holders, Q3 2024 (September 30)521holders +14
86new positions
71sold out
9famous investors
$207.97avg. 13F price*
At the end of Q3 2024, 521 institutions reported holding Onto Innovation Inc. (ONTO) in their 13F filings, up 14 from Q2 2024. 86 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.1B) and JPMorgan Chase & Co. ($416.9M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Onto Innovation Inc.
- CUSIP
- 683344105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $202.7M |
| Exits | 71 | $273.6M |
All 13F filers, Q2 2024 → Q3 2024: 5,948,178 shares bought and 7,360,765 shares sold, net −1,412,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 521 holders
| BlackRock, Inc. | 0.03% | — | 5,971,528 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +1.4% | 5,089,904 | $1.1B |
| JPMorgan Chase & Co. | 0.03% | Add +12.9% | 2,008,399 | $416.9M |
| State Street Corp. | 0.01% | Add +2.8% | 1,469,969 | $305.1M |
| Franklin Resources Inc. | 0.08% | Add +4.5% | 1,281,801 | $288.3M |
| Paradigm Capital Management Inc. | 10.18% | Reduce -0.5% | 1,104,939 | $229.3M |
| Congress Asset Management Co. | 1.52% | Add +38.1% | 1,072,796 | $222.7M |
| Artisan Partners Limited Partnership | 0.33% | Add +48.6% | 1,070,292 | $222.1M |
| Invesco Ltd. | 0.04% | Reduce -33.8% | 1,049,873 | $217.9M |
| Geneva Capital Management LLC | 3.26% | Add +2.6% | 939,641 | $195.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 834,345 | $173.4M |
| FMR LLC | 0.01% | Add +20.5% | 825,682 | $171.4M |
| Ameriprise Financial Inc. | 0.04% | Add +51.6% | 742,109 | $154.0M |
| Fisher Asset Management | 0.06% | Reduce -7.4% | 711,341 | $147.6M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -23.4% | 648,091 | $134.5M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -58.8% | 592,078 | $122.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -25.1% | 564,012 | $117.1M |
| Macquarie Group Ltd. | 0.13% | Reduce -9.9% | 561,231 | $116.5M |
| Bank of New York Mellon Corp | 0.02% | Add +1.2% | 529,065 | $109.8M |
| Marshall Wace, LLP | 0.14% | Add +87.8% | 505,925 | $105.0M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -41.0% | 505,397 | $104.9M |
| Norges Bank | 0.01% | Reduce -0.3% | 483,182 | $100.3M |
| Wellington Management Group LLP | 0.02% | Reduce -36.6% | 473,254 | $98.2M |
| Nuveen Asset Management, LLC | 0.03% | Add +11.9% | 451,495 | $93.7M |
| Bank of America Corp. | 0.01% | Add +205.7% | 441,300 | $91.6M |
| Rafferty Asset Management, LLC | 0.31% | Add +35564.7% | 432,256 | $89.7M |
| Stephens Investment Management Group LLC | 1.19% | Reduce -20.7% | 419,860 | $87.1M |
| Northern Trust Corp. | 0.01% | Reduce -37.1% | 393,986 | $81.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -31.4% | 383,251 | $79.5M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -17.6% | 367,758 | $76.3M |
| Royal Bank of Canada | 0.02% | Add +1.5% | 367,610 | $76.3M |
| Morgan Stanley | 0.01% | Add +10.8% | 362,936 | $75.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -32.5% | 337,222 | $70.0M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -1.5% | 321,520 | $66.7M |
| Citigroup Inc. | 0.06% | Add +811.7% | 319,116 | $66.2M |
| American Century Companies Inc. | 0.04% | Reduce -23.3% | 317,948 | $66.0M |
| Neuberger Berman Group LLC | 0.05% | Add +10.6% | 298,622 | $62.0M |
| Amundi | 0.02% | Add +23.4% | 295,745 | $61.8M |
| Prudential Financial Inc. | 0.09% | Add +200.9% | 295,277 | $61.3M |
| Vaughan Nelson Investment Management, L.P. | 0.53% | Add +42.4% | 288,215 | $59.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.0% | 268,311 | $55.7M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -12.3% | 266,000 | $55.2M |
| Natixis Advisors, LLC | 0.10% | Add +3.5% | 253,600 | $52.6M |
| Lord, Abbett & Co. LLC | 0.17% | Reduce -34.1% | 251,133 | $52.1M |
| Value Aligned Research Advisors, LLC | 13.10% | Add +12.0% | 243,027 | $50.4M |
| Lazard Asset Management LLC | 0.07% | Add +336.0% | 228,108 | $47.3M |
| Royce & Associates LP | 0.42% | Reduce -8.0% | 223,158 | $46.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +22.3% | 217,190 | $45.1M |
| Barclays PLC | 0.02% | Add +1296.7% | 217,190 | $45.1M |
| Port Capital LLC | 1.99% | Reduce -11.9% | 214,171 | $44.5M |
| Clearbridge Investments, LLC | 0.03% | Add +25.8% | 204,637 | $42.5M |
| Sei Investments Co. | 0.05% | Add +9.6% | 196,093 | $40.7M |
| UBS Group AG | 0.01% | Add +560.5% | 186,087 | $38.6M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +65.2% | 185,876 | $38.6M |
| Robeco Schweiz AG | 0.66% | Reduce -9.5% | 170,740 | $35.4M |
| Palisade Capital Management, LP | 0.99% | Reduce -21.5% | 159,098 | $33.0M |
| J. Safra Sarasin Holding AG | 0.55% | Add +154.5% | 153,572 | $31.9M |
| Systematic Financial Management LP | 0.81% | Add +2.2% | 153,547 | $31.9M |
| Baird Financial Group, Inc. | 0.06% | Reduce -15.9% | 146,811 | $30.5M |
| Assenagon Asset Management S.A. | 0.06% | New | 146,548 | $30.4M |
| New York State Common Retirement Fund | 0.04% | Reduce -4.5% | 146,393 | $30.4M |
| Eagle Asset Management Inc. | 0.15% | Reduce -21.0% | 169,496 | $29.8M |
| Value Holdings Management Co. LLC | 5.06% | Reduce -3.8% | 139,375 | $28.9M |
| Rhumbline Advisers | 0.03% | Reduce -0.8% | 136,926 | $28.4M |
| AQR Capital Management | 0.04% | Add +784.3% | 135,160 | $28.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.1% | 134,123 | $27.8M |
| CW Advisors, LLC | 0.37% | Add +19.0% | 134,060 | $27.8M |
| Oberweis Asset Management Inc./ | 1.37% | Reduce -0.2% | 129,235 | $26.8M |
| Public Employees Retirement Association of Colorado | 0.11% | Add +21.5% | 127,939 | $26.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -29.6% | 127,714 | $26.5M |
| Los Angeles Capital Management LLC | 0.11% | Add +9.4% | 127,326 | $26.4M |
| Bessemer Group Inc. | 0.04% | Add +15.1% | 124,384 | $25.8M |
| Victory Capital Management Inc. | 0.02% | Add +10.4% | 119,134 | $24.7M |
| Credit Agricole S A | 0.13% | Add +35.2% | 116,078 | $24.1M |
| First Trust Advisors LP | 0.02% | Add +66.4% | 115,572 | $24.0M |
| Tudor Investment Corporation | 0.26% | Reduce -26.7% | 114,199 | $23.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.38% | New | 112,580 | $23.4M |
| Millennium Management | 0.02% | Reduce -74.9% | 112,552 | $23.4M |
| Braun Stacey Associates Inc. | 0.87% | New | 110,567 | $22.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +58.8% | 109,459 | $22.7M |
| Segall Bryant & Hamill, LLC | 0.31% | Reduce -19.0% | 108,676 | $22.6M |
| TimesSquare Capital Management, LLC | 0.33% | Reduce -13.4% | 104,581 | $21.7M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +16.6% | 100,165 | $20.8M |
| Legal & General Group Plc | 0.01% | Add +4.2% | 99,405 | $20.6M |
| Driehaus Capital Management LLC | 0.17% | Reduce -81.8% | 97,311 | $20.2M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 96,241 | $20.0M |
| Great Lakes Advisors, LLC | 0.16% | Reduce -5.4% | 94,036 | $19.5M |
| Voya Investment Management LLC | 0.02% | Add +488.0% | 93,710 | $19.5M |
| Impax Asset Management Group plc | 0.08% | Reduce -14.0% | 92,057 | $19.1M |
| South Street Advisors LLC | 2.79% | Reduce -2.4% | 88,550 | $18.4M |
| California Public Employees Retirement System | 0.01% | Reduce -2.7% | 87,479 | $18.2M |
| Nordea Investment Management AB | 0.02% | Reduce -4.5% | 85,584 | $18.0M |
| Swedbank AB | 0.02% | Add +32.2% | 82,500 | $17.1M |
| Jane Street Group, LLC | 0.02% | Reduce -78.8% | 72,013 | $14.9M |
| Emerald Advisers, LLC | 0.57% | Reduce -43.2% | 71,192 | $14.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | New | 67,508 | $14.5M |
| Deepwater Asset Management, LLC | 4.83% | Add +3.4% | 66,241 | $13.7M |
| Retirement Systems of Alabama | 0.05% | Reduce -1.4% | 59,990 | $12.5M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.7% | 59,591 | $12.4M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.3% | 58,544 | $12.2M |
| Emerald Mutual Fund Advisers Trust | 0.63% | Reduce -43.3% | 58,115 | $12.1M |
| Cubist Systematic Strategies, LLC | 0.18% | Add +19.6% | 57,396 | $11.9M |
| ING Groep NV | 0.07% | New | 57,300 | $11.9M |
| Nicholas Investment Partners, LP | 1.19% | Reduce -5.1% | 56,080 | $11.6M |
| Deutsche Bank AG | 0.00% | Add +783.3% | 55,853 | $11.6M |
| Glenmede Trust Co. NA | 0.05% | Add +250.9% | 53,097 | $11.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -2.7% | 52,700 | $10.9M |
| Bank of Montreal | 0.01% | Add +644.3% | 50,782 | $10.9M |
| Candriam S.C.A. | 0.06% | New | 52,075 | $10.8M |
| Hantz Financial Services, Inc. | 0.18% | Add +559.4% | 50,119 | $10.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +20.6% | 47,934 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 47,092 | $9.8M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 46,617 | $9.7M |
| Liontrust Investment Partners LLP | 0.14% | No change | 44,000 | $9.7M |
| CI Investments Inc. | 0.04% | Reduce -3.2% | 46,018 | $9.6M |
| Picton Mahoney Asset Management | 0.36% | Add +14.4% | 45,416 | $9.4M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -19.7% | 44,055 | $9.1M |
| Bridgewater Associates | 0.05% | Add +28.1% | 43,345 | $9.0M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -53.0% | 42,991 | $8.9M |
| Assetmark, Inc. | 0.02% | Add +2.4% | 40,773 | $8.5M |
| Peregrine Capital Management LLC | 0.25% | Reduce -0.3% | 40,359 | $8.4M |
| Brown Advisory Inc. | 0.01% | Reduce -71.5% | 39,528 | $8.2M |
| Capital Fund Management S.A. | 0.09% | New | 39,368 | $8.2M |
| Osterweis Capital Management Inc. | 0.48% | Reduce -11.4% | 38,697 | $8.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +25.6% | 38,446 | $8.0M |
| Polar Asset Management Partners Inc. | 0.28% | Add +67.7% | 38,400 | $8.0M |
| Squarepoint Ops LLC | 0.03% | Reduce -39.3% | 37,450 | $7.8M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +34.5% | 33,269 | $6.9M |
| Man Group plc | 0.02% | Add +394.0% | 32,996 | $6.8M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.8% | 30,838 | $6.4M |
| Algert Global LLC | 0.17% | Add +410.2% | 30,498 | $6.3M |
| Telemark Asset Management, LLC | 0.63% | Reduce -45.5% | 30,000 | $6.2M |
| Nicholas Company, Inc. | 0.10% | Reduce -10.9% | 29,451 | $6.1M |
| Thornburg Investment Management Inc. | 0.08% | Reduce -17.4% | 29,189 | $6.1M |
| AXA S.A. | 0.02% | New | 28,301 | $5.9M |
| Creative Planning | 0.01% | Add +1.8% | 28,215 | $5.9M |
| Zweig-DiMenna Associates LLC | 0.57% | Reduce -32.7% | 27,218 | $5.6M |
| Penserra Capital Management LLC | 0.12% | Reduce -12.6% | 27,093 | $5.6M |
| LPL Financial LLC | 0.00% | Add +22.8% | 26,362 | $5.5M |
| Gotham Asset Management | 0.06% | New | 26,135 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.2% | 26,124 | $5.4M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.6% | 26,090 | $5.4M |
| Sandler Capital Management | 1.00% | Reduce -5.6% | 25,000 | $5.2M |
| Granahan Investment Management, LLC | 0.20% | Reduce -9.1% | 24,443 | $5.1M |
| Amalgamated Bank | 0.04% | Reduce -5.4% | 23,705 | $4.9M |
| Raymond James & Associates | 0.00% | Add +106.7% | 23,324 | $4.8M |
| Trexquant Investment LP | 0.06% | Reduce -49.6% | 22,944 | $4.8M |
| Janus Henderson Group PLC | 0.00% | No change | 22,746 | $4.7M |
| IMA Advisory Services, Inc. | 0.98% | New | 21,762 | $4.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 21,400 | $4.4M |
| Bank of Nova Scotia | 0.01% | New | 21,000 | $4.4M |
| Canada Pension Plan Investment Board | 0.00% | New | 20,600 | $4.3M |
| Alberta Investment Management Corp | 0.04% | Reduce -18.1% | 20,179 | $4.2M |
| Transamerica Financial Advisors, LLC | 0.41% | New | 20,119 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +2.4% | 20,113 | $4.2M |
| Natixis | 0.03% | New | 20,107 | $4.2M |
| Quantbot Technologies LP | 0.16% | New | 20,025 | $4.2M |
| Ardsley Advisory Partners LP | 0.78% | Add +47.4% | 19,900 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +689.9% | 19,400 | $4.0M |
| Palisades Investment Partners, LLC | 1.68% | Add +6.4% | 18,641 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.5% | 18,616 | $3.9M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 18,299 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -12.0% | 18,165 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -32.9% | 17,974 | $3.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.8% | 17,942 | $3.7M |
| Campbell Newman Asset Management Inc. | 0.28% | Reduce -1.6% | 17,661 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 17,489 | $3.6M |
| Prudential PLC | 0.02% | No change | 17,419 | $3.6M |
| Comerica Bank | 0.01% | Reduce -12.8% | 17,306 | $3.6M |
| Epoch Investment Partners, Inc. | 0.02% | Add +26.8% | 17,207 | $3.6M |
| Teacher Retirement System of Texas | 0.02% | Add +123.0% | 16,921 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -27.3% | 16,846 | $3.5M |
| Morse Asset Management, Inc | 0.76% | Add +6.4% | 16,749 | $3.5M |
| Nebula Research & Development LLC | 0.41% | Add +531.1% | 16,610 | $3.4M |
| Kennedy Capital Management LLC | 0.08% | Reduce -13.6% | 16,421 | $3.4M |
| Redwood Investments, LLC | 1.01% | Reduce -4.8% | 16,322 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.1% | 15,858 | $3.3M |
| Zions Bancorporation, N.A. | 0.23% | Add +18.2% | 15,330 | $3.2M |
| M&T Bank Corp | 0.01% | Add +10.4% | 15,271 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -29.9% | 14,739 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -87.5% | 14,507 | $3.0M |
| Lisanti Capital Growth, LLC | 0.76% | Reduce -53.2% | 14,450 | $3.0M |
| Tanaka Capital Management Inc. | 6.93% | Reduce -28.4% | 14,426 | $3.0M |
| Corient Private Wealth LP | 0.00% | Add +20.8% | 14,360 | $3.0M |
| 1832 Asset Management L.P. | 0.00% | New | 14,200 | $2.9M |
| Arizona State Retirement System | 0.02% | Add +3.2% | 14,189 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.4% | 13,700 | $2.8M |
| Fred Alger Management, LLC | 0.01% | Add +171.8% | 13,600 | $2.8M |
| Graham Capital Management, L.P. | 0.15% | Add +804.4% | 13,439 | $2.8M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +1.2% | 13,412 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +21.0% | 13,316 | $2.8M |
| Point72 Hong Kong Ltd | 0.20% | New | 13,163 | $2.7M |
| Handelsbanken Fonder AB | 0.01% | Add +23.6% | 13,100 | $2.7M |
| Nisa Investment Advisors, LLC | 0.02% | Add +503.9% | 12,888 | $2.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -40.1% | 12,834 | $2.7M |
| US Bancorp \de | 0.00% | Add +185.4% | 12,612 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.6% | 12,484 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +42.4% | 12,314 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +42.4% | 12,314 | $2.6M |
| National Bank of Canada | 0.00% | New | 12,300 | $2.6M |
| NewEdge Wealth, LLC | 0.05% | Add +5.1% | 12,136 | $2.5M |
| Seven Eight Capital, LP | 0.23% | New | 12,117 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +4.7% | 12,100 | $2.5M |
| First Hawaiian Bank | 0.08% | Add +193.5% | 12,050 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -73.7% | 11,982 | $2.5M |
| Townsquare Capital LLC | 0.03% | Add +7.1% | 11,878 | $2.5M |
| State of Michigan Retirement System | 0.01% | Reduce -1.7% | 11,700 | $2.4M |
| Schroder Investment Management Group | 0.00% | New | 11,262 | $2.4M |
| Pinebridge Investments, L.P. | 0.02% | New | 11,662 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.4% | 10,956 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Add +145.2% | 10,955 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.3% | 10,886 | $2.3M |
| Legato Capital Management LLC | 0.28% | Reduce -16.2% | 10,882 | $2.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -22.0% | 10,586 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | New | 10,233 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -3.3% | 10,132 | $2.1M |
| ProShare Advisors LLC | 0.01% | Reduce -2.0% | 10,113 | $2.1M |
| New Mexico Educational Retirement Board | 0.07% | No change | 10,100 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +72.0% | 10,184 | $2.1M |
| Divisar Capital Management LLC | 0.39% | No change | 10,088 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -1.5% | 10,048 | $2.1M |
| Vontobel Holding Ltd. | 0.01% | Add +157.3% | 9,995 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -60.8% | 9,500 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 9,840 | $2.0M |
| Lecap Asset Management Ltd. | 0.44% | New | 9,809 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.5% | 9,571 | $2.0M |
| EFG Asset Management (North America) Corp. | 0.33% | Add +37.0% | 9,522 | $2.0M |
| Juncture Wealth Strategies, LLC | 0.70% | Reduce -0.1% | 8,672 | $1.8M |
| Brighton Jones LLC | 0.07% | New | 8,551 | $1.8M |
| First National Bank of Omaha | 0.11% | Reduce -0.8% | 8,250 | $1.7M |
| Bridge City Capital, LLC | 0.46% | Add +16.7% | 8,087 | $1.7M |
| Azzad Asset Management Inc. | 0.18% | Add +45.1% | 7,902 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 7,897 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 7,570 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +25.0% | 7,532 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.46% | Add +29.2% | 7,465 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +35.0% | 7,624 | $1.5M |
| ClariVest Asset Management LLC | 0.16% | No change | 6,943 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -1.3% | 7,325 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +30.3% | 7,230 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Add +22.3% | 7,111 | $1.5M |
| Oddo BHF Asset Management Sas | 0.07% | — | 6,886 | $1.4M |
| Gsa Capital Partners LLP | 0.11% | New | 6,868 | $1.4M |
| Scotia Capital Inc. | 0.01% | Reduce -59.8% | 6,864 | $1.4M |
| Linden Thomas Advisory Services, LLC | 0.19% | Reduce -0.7% | 6,736 | $1.4M |
| STRS Ohio | 0.01% | Reduce -68.3% | 6,646 | $1.4M |
| Riverwater Partners LLC | 0.68% | New | 6,522 | $1.4M |
| Xponance LLC | 0.01% | Add +0.3% | 6,444 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +9.6% | 6,391 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.2% | 6,225 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -41.9% | 6,120 | $1.3M |
| Chartwell Investment Partners, LLC | 0.04% | Add +0.8% | 6,093 | $1.3M |
| Twinbeech Capital LP | 0.02% | Add +87.9% | 5,872 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +37.8% | 5,775 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +7.2% | 5,710 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Reduce -5.4% | 5,629 | $1.2M |
| XTX Topco Ltd | 0.08% | Reduce -47.1% | 5,626 | $1.2M |
| PDT Partners, LLC | 0.10% | Add +181.1% | 5,502 | $1.1M |
| Teza Capital Management LLC | 0.12% | Add +165.6% | 5,458 | $1.1M |
| Jump Financial, LLC | 0.02% | Reduce -70.2% | 5,322 | $1.1M |
| Intrust Bank NA | 0.11% | Add +12.7% | 5,305 | $1.1M |
| Eventide Asset Management, LLC | 0.02% | New | 5,125 | $1.1M |
| Shaker Investments LLC | 0.44% | Add +29.3% | 5,077 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +183.0% | 5,018 | $1.0M |
| Silvant Capital Management LLC | 0.04% | New | 4,893 | $1.0M |
| Magnetar Financial LLC | 0.03% | Add +201.6% | 4,892 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | No change | 4,865 | $1.0M |
| First Eagle Investment Management, LLC | 0.00% | Reduce -77.0% | 4,853 | $1.0M |
| Aberdeen Group plc | 0.00% | Reduce -95.5% | 4,784 | $993K |
| Peterson Wealth Services | 0.31% | Add +11.5% | 4,748 | $985K |
| Stonebridge Capital Advisors LLC | 0.08% | No change | 4,741 | $984K |
| Circle Wealth Management, LLC | 0.02% | Add +104.8% | 4,732 | $982K |
| Global X Japan Co., Ltd. | 0.13% | New | 4,730 | $982K |
| Cerity Partners LLC | 0.00% | Add +287.0% | 4,663 | $968K |
| Main Management ETF Advisors, LLC | 0.05% | New | 4,656 | $966K |
| Citadel Advisors | 0.00% | Reduce -96.9% | 4,501 | $934K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.6% | 4,464 | $927K |
| Versor Investments LP | 0.14% | Add +266.7% | 4,400 | $913K |
| Profund Advisors LLC | 0.03% | Add +204.1% | 4,346 | $902K |
| Paloma Partners Management Co | 0.06% | Reduce -86.2% | 4,264 | $885K |
| Fox Run Management, L.L.C. | 0.19% | Reduce -6.9% | 4,208 | $873K |
| Shell Asset Management Co. | 0.04% | — | 4,133 | $858K |
| Captrust Financial Advisors | 0.00% | Reduce -0.6% | 3,959 | $822K |
| Verition Fund Management LLC | 0.01% | Reduce -80.0% | 3,927 | $815K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -7.5% | 3,855 | $800K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 3,830 | $795K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +25.3% | 3,805 | $790K |
| Trust Point Inc. | 0.06% | Reduce -21.2% | 3,798 | $788K |
| MML Investors Services, LLC | 0.00% | Add +6.6% | 3,718 | $772K |
| Wolverine Trading, LLC | 0.02% | New | 3,524 | $759K |
| Investor AB | 0.02% | Reduce -9.9% | 3,602 | $748K |
| Tiaa Trust, National Association | 0.00% | Add +0.2% | 3,514 | $729K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 3,514 | $729K |
| Horizon Investments, LLC | 0.02% | Reduce -29.4% | 3,502 | $727K |
| Rakuten Investment Management, Inc. | 0.00% | New | 3,368 | $725K |
| Cornerstone Investment Partners, LLC | 0.04% | Reduce -1.2% | 3,491 | $725K |
| Zacks Investment Management | 0.01% | Add +5.1% | 3,484 | $723K |
| Synovus Financial Corp. | 0.01% | Reduce -19.4% | 3,308 | $687K |
| Aviva PLC | 0.00% | Add +16.5% | 3,291 | $683K |
| Norden Group LLC | 0.08% | New | 3,164 | $657K |
| VELA Investment Management, LLC | 0.22% | Add +85.9% | 3,128 | $649K |
| Keybank National Association | 0.00% | New | 3,071 | $637K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -8.2% | 3,047 | $632K |
| Tributary Capital Management, LLC | 0.05% | Reduce -0.9% | 3,017 | $626K |
| Evergreen Capital Management LLC | 0.02% | Add +0.6% | 2,992 | $621K |
| Axq Capital, LP | 0.18% | New | 2,944 | $611K |
| nVerses Capital, LLC | 0.28% | New | 2,900 | $602K |
| WealthTrust Axiom LLC | 0.18% | No change | 2,866 | $595K |
| Sonora Investment Management Group, LLC | 0.04% | Reduce -12.1% | 2,834 | $588K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -26.9% | 2,790 | $579K |
| HSBC Holdings PLC | 0.00% | Reduce -22.3% | 2,784 | $578K |
| Quantinno Capital Management LP | 0.01% | Add +55.8% | 2,766 | $574K |
| Pitcairn Co. | 0.03% | Reduce -20.2% | 2,759 | $573K |
| Inceptionr LLC | 0.14% | New | 2,755 | $572K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +67.9% | 2,733 | $567K |
| Natixis Investment Managers International | 0.04% | New | 2,700 | $560K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.9% | 2,671 | $554K |
| Calamos Advisors LLC | 0.00% | Reduce -81.4% | 2,651 | $550K |
| Utah Retirement Systems | 0.01% | No change | 2,600 | $540K |
| D. E. Shaw & Co. | 0.00% | Reduce -72.3% | 2,584 | $536K |
| Blueshift Asset Management, LLC | 0.13% | Reduce -17.2% | 2,528 | $525K |
| Ashton Thomas Securities, LLC | 0.10% | Reduce -2.0% | 2,434 | $505K |
| Engineers Gate Manager LP | 0.01% | Reduce -82.8% | 2,400 | $498K |
| Hancock Whitney Corp. | 0.02% | Reduce -6.4% | 2,346 | $487K |
| Headlands Technologies LLC | 0.06% | New | 2,331 | $484K |
| Hunter Perkins Capital Management, LLC | 0.10% | Add +3.6% | 2,325 | $483K |
| AlphaQuest LLC | 0.04% | Reduce -39.4% | 2,313 | $480K |
| Jennison Associates LLC | 0.00% | Reduce -71.0% | 2,307 | $479K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 2,305 | $478K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 2,300 | $477K |
| TFB Advisors LLC | 0.14% | Add +6.4% | 2,290 | $475K |
| Prosperity Consulting Group, LLC | 0.04% | Add +27.5% | 2,261 | $469K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.6% | 2,253 | $468K |
| Nicolet Advisory Services, LLC | 0.04% | Add +115.8% | 2,242 | $463K |
| Private Advisor Group, LLC | 0.00% | Add +17.1% | 2,195 | $455K |
| Alpha DNA Investment Management LLC | 0.24% | Add +4.5% | 2,137 | $444K |
| Harvest Fund Management Co., Ltd | 0.03% | Reduce -38.2% | 2,123 | $441K |
| CenterBook Partners LP | 0.03% | New | 2,115 | $439K |
| Two Sigma Advisers, LP | 0.00% | New | 2,075 | $431K |
| OneDigital Investment Advisors LLC | 0.00% | Add +32.6% | 2,041 | $424K |
| PEAK6 Investments LLC | 0.02% | Reduce -67.4% | 2,017 | $419K |
| State of Wyoming | 0.06% | Add +2.9% | 2,005 | $416K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 2,000 | $415K |
| Coldstream Capital Management Inc. | 0.01% | Add +26.8% | 2,052 | $411K |
| Forum Financial Management, LP | 0.01% | Reduce -12.1% | 1,979 | $411K |
| Bridgefront Capital, LLC | 0.16% | Add +91.0% | 1,975 | $410K |
| Shelton Capital Management | 0.01% | No change | 1,939 | $402K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.2% | 1,921 | $399K |
| Ieq Capital, LLC | 0.00% | New | 1,920 | $399K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 1,910 | $396K |
| Alps Advisors Inc. | 0.00% | New | 1,900 | $394K |
| Sanctuary Advisors, LLC | 0.00% | Add +108.3% | 2,370 | $394K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -91.0% | 1,895 | $393K |
| Park Avenue Securities LLC | 0.00% | Add +78.2% | 1,883 | $391K |
| QRG Capital Management, Inc. | 0.00% | Reduce -2.7% | 1,883 | $391K |
| Cwm, LLC | 0.00% | Add +69.4% | 1,874 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -53.2% | 1,705 | $384K |
| Canandaigua National Bank & Trust Co. | 0.04% | New | 1,793 | $372K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,705 | $365K |
| First National Advisers, LLC | 0.06% | Add +5.0% | 1,753 | $364K |
| Pacific Wealth Management | 0.17% | No change | 1,737 | $361K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.5% | 1,723 | $358K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.3% | 1,705 | $354K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.8% | 1,704 | $354K |
| Allianz Asset Management GmbH | 0.00% | Reduce -50.0% | 1,700 | $353K |
| Aspen Investment Management Inc | 0.16% | Reduce -61.5% | 1,692 | $351K |
| Unconventional Investor, LLC | 0.22% | No change | 1,676 | $348K |
| Smith Shellnut Wilson LLC | 0.16% | No change | 1,667 | $346K |
| GTS Securities LLC | 0.01% | New | 1,653 | $343K |
| Keeley-Teton Advisors, LLC | 0.04% | Reduce -46.3% | 1,625 | $337K |
| Sterling Capital Management LLC | 0.00% | — | 1,616 | $335K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 1,591 | $330K |
| Munro Partners | 0.01% | Reduce -83.4% | 1,575 | $327K |
| Cresset Asset Management, LLC | 0.00% | Add +23.9% | 1,569 | $326K |
| Portside Wealth Group, LLC | 0.06% | Add +49.1% | 1,557 | $323K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.8% | 1,557 | $323K |
| Alliance Wealth Advisors, LLC | 0.08% | New | 1,528 | $317K |
| Parametrica Management Ltd | 0.38% | New | 1,519 | $315K |
| Ausbil Investment Management Ltd | 0.11% | Reduce -66.2% | 1,512 | $314K |
| Argent Trust Co | 0.01% | Reduce -1.3% | 1,500 | $311K |
| Summitry LLC | 0.01% | Add +3.7% | 1,498 | $311K |
| Harmony Asset Management LLC | 0.11% | Reduce -8.3% | 1,496 | $311K |
| Legacy Wealth Asset Management, LLC | 0.08% | New | 1,493 | $310K |
| Qsemble Capital Management, LP | 0.06% | New | 1,474 | $306K |
| CIBC Asset Management Inc | 0.00% | Add +3.4% | 1,452 | $301K |
| Yorktown Management & Research Co Inc | 0.31% | Reduce -53.7% | 1,450 | $301K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +52.3% | 1,435 | $298K |
| Encompass More Asset Management | 0.11% | Add +38.5% | 1,404 | $291K |
| Stephens Inc. | 0.00% | Add +25.8% | 1,391 | $289K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -0.9% | 1,359 | $282K |
| Centiva Capital, LP | 0.01% | Reduce -77.8% | 1,348 | $280K |
| Gagnon Securities LLC | 0.06% | Add +0.7% | 1,344 | $279K |
| Quadrant Capital Group LLC | 0.02% | Add +9.3% | 1,315 | $273K |
| Mgo One Seven LLC | 0.01% | New | 1,292 | $268K |
| KBC Group NV | 0.00% | Add +10.3% | 1,292 | $268K |
| Lindbrook Capital, LLC | 0.02% | Reduce -2.3% | 1,263 | $262K |
| Greenhouse Wealth Management, LLC | 0.17% | No change | 1,200 | $258K |
| Meeder Advisory Services, Inc. | 0.02% | New | 1,245 | $258K |
| Hilltop Holdings Inc. | 0.02% | New | 1,217 | $253K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,220 | $252K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.1% | 1,215 | $252K |
| Principal Securities, Inc. | 0.01% | Add +50.4% | 1,184 | $246K |
| Truist Financial Corp. | 0.00% | Add +6.9% | 1,184 | $246K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,171 | $243K |
| First Trust Direct Indexing L.P. | 0.01% | Reduce -8.4% | 1,161 | $241K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -0.1% | 1,159 | $241K |
| Vident Advisory, LLC | 0.01% | New | 1,136 | $236K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,125 | $234K |
| Seeds Investor LLC | 0.09% | New | 1,106 | $230K |
| Counterpoint Mutual Funds LLC | 0.04% | Add +18.2% | 1,092 | $227K |
| YHB Investment Advisors, Inc. | 0.02% | New | 1,091 | $226K |
| Greenleaf Trust | 0.00% | Add +0.7% | 1,075 | $223K |
| Deerfield Management Company, L.P. | 0.00% | Reduce -55.9% | 1,073 | $223K |
| Journey Strategic Wealth LLC | 0.01% | Add +10.9% | 1,055 | $219K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +7.8% | 1,050 | $218K |
| GAMMA Investing LLC | 0.02% | Add +141.7% | 1,032 | $214K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,000 | $208K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 1,000 | $208K |
| Valmark Advisers, Inc. | 0.00% | No change | 1,000 | $208K |
| Signaturefd, LLC | 0.00% | Add +33.2% | 999 | $207K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.0% | 987 | $205K |
| NewEdge Advisors, LLC | 0.00% | Reduce -37.1% | 955 | $198K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -96.3% | 942 | $196K |
| Walleye Capital LLC | 0.00% | Add +127.7% | 913 | $190K |
| Blue Trust, Inc. | 0.00% | Add +28066.7% | 845 | $186K |
| Central Pacific Bank - Trust Division | 0.02% | Add +11.3% | 890 | $185K |
| Asset Management One Co., Ltd. | 0.00% | New | 847 | $176K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 786 | $163K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -5.1% | 652 | $160K |
| AdvisorNet Financial, Inc | 0.01% | Add +14020.0% | 706 | $147K |
| Danske Bank A/S | 0.00% | Add +75.0% | 700 | $145K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -30.3% | 639 | $133K |
| Daiwa Securities Group Inc. | 0.00% | New | 600 | $125K |
| Asset Dedication, LLC | 0.01% | No change | 579 | $120K |
| Parallel Advisors, LLC | 0.00% | Add +45.1% | 579 | $120K |
| Van Eck Associates Corp. | 0.00% | Add +28.5% | 586 | $118K |
| Globeflex Capital L P | 0.01% | New | 541 | $112K |
| Covestor Ltd | 0.06% | Reduce -71.5% | 473 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 437 | $91K |
| Huntington National Bank | 0.00% | Add +26.3% | 423 | $88K |
| LRI Investments, LLC | 0.01% | No change | 525 | $86K |
| Catalyst Funds Management Pty Ltd | 0.02% | Reduce -91.7% | 400 | $83K |
| Oarsman Capital, Inc. | 0.02% | New | 394 | $82K |
| Smartleaf Asset Management LLC | 0.01% | Add +515.3% | 363 | $78K |
| Park Place Capital Corp | 0.02% | New | 330 | $68K |
| UMB Bank, n.a. | 0.00% | Add +62.0% | 324 | $67K |
| Global Retirement Partners, LLC | 0.00% | Add +37.0% | 315 | $65K |
| Eastern Bank | 0.00% | New | 315 | $65K |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 298 | $62K |
| IFP Advisors, Inc | 0.00% | Add +21.1% | 270 | $56K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +866.7% | 261 | $54K |
| Clearstead Advisors, LLC | 0.00% | Add +23.7% | 235 | $49K |
| Jones Financial Companies LLLP | 0.00% | Add +455.0% | 222 | $47K |
| Rise Advisors, LLC | 0.02% | No change | 210 | $44K |
| Rakuten Securities, Inc. | 0.02% | Reduce -8.7% | 210 | $44K |
| Smithfield Trust Co | 0.00% | No change | 201 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $42K |
| International Assets Investment Management, LLC | 0.00% | Add +100.0% | 200 | $42K |
| Whittier Trust Co. | 0.00% | No change | 198 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35.5% | 168 | $35K |
| Avior Wealth Management, LLC | 0.00% | Reduce -6.3% | 164 | $34K |
| LGT Financial Advisors LLC | 0.08% | Reduce -36.7% | 155 | $32K |
| Contravisory Investment Management, Inc. | 0.01% | Add +10.1% | 131 | $27K |
| Earned Wealth Advisors, LLC | 0.01% | New | 112 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 110 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | Add +14.4% | 103 | $22K |
| Centerpoint Advisors, LLC | 0.01% | No change | 100 | $21K |
| True Wealth Design, LLC | 0.01% | New | 97 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.0% | 94 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.3% | 94 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +16.7% | 91 | $19K |
| Allworth Financial LP | 0.00% | Add +8.3% | 91 | $19K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 86 | $18K |
| WASHINGTON TRUST Co | 0.00% | No change | 79 | $16K |
| Ascentis Independent Advisors | 0.00% | New | 73 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 62 | $13K |
| GeoWealth Management, LLC | 0.00% | New | 61 | $13K |
| Mather Group, Llc. | 0.00% | Add +1.9% | 53 | $11K |
| Hemington Wealth Management | 0.00% | New | 55 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Add +182.3% | 48 | $10K |
| Macroview Investment Management LLC | 0.01% | Add +20.6% | 41 | $9K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -8.9% | 41 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +117.7% | 37 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.9% | 35 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 32 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 32 | $7K |
| Y.D. More Investments Ltd | 0.00% | No change | 30 | $6K |
| HM Payson & Co. | 0.00% | New | 30 | $6K |
| HighMark Wealth Management LLC | 0.00% | Reduce -16.1% | 26 | $5K |
| Bokf, NA | 0.00% | No change | 26 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 25 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $5K |
| Flaharty Asset Management, LLC | 0.00% | New | 24 | $5K |
| First Financial Corp. | 0.00% | No change | 23 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $4K |
| Baldwin Wealth Partners LLC | 0.00% | New | 18 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 17 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -5.9% | 16 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 16 | $3K |
| Key Financial Inc | 0.00% | No change | 16 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -45.8% | 13 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +87.5% | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -9.1% | 10 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -60.0% | 10 | $2K |
| Venturi Wealth Management, LLC | 0.00% | New | 8 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 8 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +16.7% | 7 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 6 | $1K |
| CVA Family Office, LLC | 0.00% | Add +100.0% | 6 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 5 | $1K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 5 | $1K |
| Avion Wealth | 0.00% | Reduce -25.0% | 6 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Add +50.0% | 3 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $830 |
| Riverview Trust Co | 0.00% | New | 3 | $623 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $623 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $427 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $416 |
| Rothschild Investment LLC | 0.00% | Reduce -94.7% | 1 | $208 |
| First Personal Financial Services | 0.00% | New | 1 | $208 |
"% of holder's portfolio" is ONTO's weight in each manager's 13F, not the share of Onto Innovation Inc. the manager owns.