Otis WorldwideOTIS

13F holders, Q1 2024 (March 31)
1,199holders
11famous investors
$99.21avg. 13F price*

At the end of Q1 2024, 1,199 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.5B), BlackRock Inc. ($3.4B) and Alliancebernstein L.P. ($2.1B). 11 famous investors held it, including Terry Smith (2.4% of Fundsmith's portfolio), Jeremy Grantham (1.7% of GMO's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Otis Worldwide Corp.
Sector
Technology
CUSIP
68902V107
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions87$174.4M
Exits74$78.2M

Ownership 1,199 holders

Vanguard Group Inc. 0.09% Reduce -1.2% 45,237,448 $4.5B
BlackRock Inc. 0.08% Reduce -0.7% 34,736,141 $3.4B
Alliancebernstein L.P. 0.76% Add +12.4% 21,589,897 $2.1B
State Street Corp. 0.07% Add +0.6% 15,734,532 $1.6B
Morgan Stanley 0.10% Add +1.9% 12,972,821 $1.3B
JPMorgan Chase & Co. 0.10% Add +35.0% 11,155,836 $1.1B
Geode Capital Management, LLC 0.10% Add +2.5% 10,725,518 $1.1B
Fiera Capital Corp 2.20% Add +0.8% 7,620,037 $756.4M
Massachusetts Financial Services Co. 0.22% Reduce -2.0% 7,339,946 $728.6M
Norges Bank 0.11% Reduce -0.5% 6,993,443 $694.2M
Fundsmith 2.45% Reduce -2.3% 6,295,103 $624.9M
BLS Capital Fondsmaeglerselskab A/S 12.83% Reduce -8.2% 5,067,179 $503.0M
GMO 1.67% Add +19.4% 4,637,078 $460.3M
Northern Trust Corp. 0.08% Reduce -4.7% 4,387,481 $435.5M
Invesco Ltd. 0.08% Reduce -1.3% 3,637,798 $361.1M
Bank of America Corp. 0.04% Reduce -1.2% 3,586,399 $356.0M
Bank of New York Mellon Corp 0.07% Reduce -3.8% 3,573,711 $354.8M
Capital Research Global Investors 0.08% Reduce -60.0% 3,521,581 $349.6M
Sarasin & Partners LLP 3.18% Add +11.2% 3,251,612 $322.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.44% Add +4.1% 3,191,118 $316.8M
CIBC Private Wealth Group LLC 0.62% Reduce -2.6% 3,202,777 $315.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +1.0% 3,163,505 $314.0M
Legal & General Group Plc 0.09% Add +1.4% 3,067,303 $304.5M
FMR LLC 0.02% Add +5.6% 3,036,872 $301.5M
Wellington Management Group LLP 0.05% Reduce -1.4% 2,985,823 $296.4M
Franklin Resources Inc. 0.08% Add +1516.6% 2,661,499 $264.2M
Goldman Sachs Group Inc. 0.05% Add +15.3% 2,568,336 $255.0M
Menora Mivtachim Holdings LTD. 1.81% Reduce -1.0% 2,435,198 $241.7M
Dimensional Fund Advisors LP 0.07% Reduce -0.3% 2,421,136 $240.3M
Los Angeles Capital Management LLC 0.79% Reduce -1.1% 2,327,531 $231.1M
OMERS ADMINISTRATION Corp 2.64% No change 2,324,016 $230.7M
Schroder Investment Management Group 0.27% Add +66.2% 2,310,102 $229.3M
T. Rowe Price Associates Inc. 0.03% Reduce -14.6% 2,265,249 $224.9M
USS Investment Management Ltd 1.80% Add +0.5% 2,204,580 $218.8M
Charles Schwab Investment Management Inc. 0.05% Add +1.0% 2,195,588 $218.0M
London Co. of Virginia 1.14% Add +1.2% 2,182,625 $216.7M
Boston Partners 0.24% Reduce -37.0% 2,018,997 $200.4M
Primecap Management Co. 0.14% Add +0.1% 1,884,941 $187.1M
PineStone Asset Management Inc. 2.96% Reduce -43.9% 1,873,351 $186.0M
Lazard Asset Management LLC 0.23% Reduce -8.5% 1,777,643 $176.5M
Guinness Asset Management LTD 3.64% Reduce -1.4% 1,763,399 $175.1M
State of Wisconsin Investment Board 0.46% Reduce -16.5% 1,751,456 $173.9M
Jacobs Levy Equity Management, Inc. 0.76% Add +6.5% 1,708,294 $169.6M
Fundsmith Investment Services LTD. 2.24% Add +0.4% 1,700,842 $168.8M
Pictet Asset Management Holding SA 0.17% Add +5.1% 1,535,895 $152.5M
Credit Suisse AG/ 0.15% Reduce -22.0% 1,535,994 $152.1M
Deutsche Bank AG 0.07% Add +1.8% 1,451,252 $144.1M
Jennison Associates LLC 0.09% Add +1.2% 1,372,045 $136.2M
Voloridge Investment Management, LLC 0.48% Add +65.8% 1,324,531 $131.5M
Clearbridge Investments, LLC 0.10% Reduce -2.8% 1,322,070 $131.2M
Russell Investments Group, Ltd. 0.20% Add +1.9% 1,285,388 $127.7M
Amundi 0.05% Add +4.6% 1,323,659 $126.4M
Swiss National Bank 0.09% Reduce -4.8% 1,225,643 $121.7M
Barclays PLC 0.05% Add +29.4% 1,200,766 $119.2M
Arrowstreet Capital, Limited Partnership 0.10% Add +7.7% 1,091,000 $108.3M
Fisher Asset Management 0.05% Reduce -2.0% 1,074,490 $106.7M
National Pension Service 0.13% Add +1.1% 1,064,303 $105.7M
Canoe Financial LP 1.67% New 1,018,485 $101.1M
Lazard Freres Gestion S.A.S. 2.49% Reduce -1.8% 1,035,448 $100.5M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.9% 1,009,178 $100.2M
Aviva PLC 0.33% Add +0.8% 990,578 $98.3M
Nuveen Asset Management, LLC 0.03% Reduce -2.4% 987,334 $98.0M
Royal Bank of Canada 0.02% Add +11.9% 962,492 $95.5M
Fayez Sarofim & Co 0.28% Add +1.1% 954,920 $94.8M
Parnassus Investments, LLC 0.20% Reduce -44.0% 924,665 $91.8M
Manufacturers Life Insurance Company, The 0.08% Reduce -4.0% 913,231 $90.7M
HighTower Advisors, LLC 0.15% Add +4.1% 911,236 $90.3M
Gates Capital Management, Inc. 2.62% Reduce -3.1% 898,239 $89.2M
UBS Group AG 0.03% Add +32.0% 894,839 $88.8M
Squarepoint Ops LLC 0.36% Reduce -6.3% 867,941 $86.2M
Neuberger Berman Group LLC 0.07% Reduce -3.9% 802,290 $79.7M
HSBC Holdings PLC 0.06% Add +14.1% 801,647 $79.6M
Rhumbline Advisers 0.08% Reduce -2.3% 801,196 $79.5M
Man Group plc 0.21% Add +236.4% 773,742 $76.8M
Ako Capital LLP 1.07% Reduce -48.2% 761,938 $75.6M
Pinebridge Investments, L.P. 0.60% Add +4.5% 757,395 $75.2M
Macquarie Group Ltd. 0.08% Reduce -19.2% 749,539 $74.4M
California Public Employees Retirement System 0.05% Reduce -2.3% 736,402 $73.1M
American Century Companies Inc. 0.05% Reduce -5.5% 724,556 $71.9M
Voya Investment Management LLC 0.08% Add +11.5% 712,867 $70.8M
Wells Fargo & Company 0.02% Add +6.3% 666,392 $66.2M
CANADA LIFE ASSURANCE Co 0.13% Reduce -1.9% 657,917 $65.4M
California State Teachers Retirement System 0.08% Add +0.7% 651,523 $64.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Reduce -5.3% 626,875 $62.2M
Artisan Partners Limited Partnership 0.08% Reduce -3.1% 554,710 $55.1M
Railway Pension Investments Ltd 0.53% Reduce -15.8% 549,900 $54.6M
Envestnet Asset Management Inc. 0.02% Reduce -1.8% 506,032 $50.2M
D. E. Shaw & Co. 0.07% Add +709.4% 498,276 $49.5M
Comgest Global Investors S.A.S. 0.68% Add +4.6% 490,251 $48.7M
Principal Financial Group Inc. 0.03% Add +0.5% 468,665 $46.5M
Nordea Investment Management AB 0.05% Add +19.6% 463,190 $46.1M
PNC Financial Services Group, Inc. 0.03% Reduce -2.9% 462,732 $45.9M
Qube Research & Technologies Ltd 0.08% Reduce -42.2% 444,205 $44.1M
HM Payson & Co. 0.80% Add +26.1% 432,504 $42.9M
Rathbones Group PLC 0.24% Add +2.7% 425,889 $42.3M
Korea Investment CORP 0.11% Add +136.7% 423,715 $42.1M
Renaissance Technologies 0.06% Reduce -21.8% 409,200 $40.6M
State Board of Administration of Florida Retirement System 0.09% Add +1.0% 477,478 $40.3M
Bahl & Gaynor LLC 0.22% Add +5.4% 402,590 $40.0M
Citigroup Inc. 0.04% Reduce -13.5% 398,188 $39.5M
Prudential Financial Inc. 0.05% Add +16.9% 387,796 $38.5M
Pensioenfonds Rail & Ov 2.78% Reduce -22.5% 386,140 $38.3M
KBC Group NV 0.12% Reduce -8.5% 382,269 $37.9M
Bank of Montreal 0.01% Reduce -15.4% 379,111 $37.9M
New York State Common Retirement Fund 0.05% Reduce -9.1% 368,997 $36.6M
Federated Hermes, Inc. 0.08% Add +207.8% 356,378 $35.4M
New York State Teachers Retirement System 0.07% Reduce -8.1% 347,026 $34.4M
Ofi Invest Asset Management 0.92% Add +4.4% 367,215 $33.8M
Impax Asset Management Group plc 0.12% Reduce -19.8% 322,731 $32.0M
Victory Capital Management Inc. 0.03% Reduce -0.3% 319,015 $31.7M
J. Stern & Co. LLP 4.00% Add +41.5% 318,650 $31.6M
Prio Wealth Limited Partnership 0.90% Add +9.8% 315,228 $31.3M
First Trust Advisors LP 0.03% Reduce -6.0% 313,382 $31.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -0.5% 310,342 $30.7M
Welch & Forbes LLC 0.40% Reduce -2.0% 295,892 $29.4M
Quintet Private Bank (Europe) S.A. 1.31% Reduce -9.0% 257,164 $29.3M
Candriam S.C.A. 0.19% Add +1.7% 289,772 $28.8M
Ameriprise Financial Inc. 0.01% Add +1.0% 289,768 $28.8M
Banque Pictet & Cie SA 0.30% Add +2.2% 285,678 $28.4M
Nippon Life Global Investors Americas, Inc. 1.25% Add +15.8% 268,850 $26.7M
Storebrand Asset Management As 0.09% Add +51.4% 267,423 $26.5M
Border to Coast Pensions Partnership Ltd 0.58% No change 260,719 $25.9M
Jane Street Group, LLC 0.03% Add +25.6% 260,393 $25.8M
Robeco Institutional Asset Management B.V. 0.06% Add +7.3% 257,220 $25.5M
Canada Pension Plan Investment Board 0.03% Add +65.0% 253,379 $25.2M
Danske Bank A/S 0.08% — 247,281 $24.5M
Ensign Peak Advisors, Inc 0.04% Reduce -53.6% 244,602 $24.3M
Equitable Trust Co. 1.68% Reduce -0.9% 244,320 $24.3M
Toronto Dominion Bank 0.04% Add +1.1% 237,200 $23.5M
Allspring Global Investments Holdings, LLC 0.04% Add +145.4% 230,052 $22.8M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.8% 225,962 $22.4M
State of New Jersey Common Pension Fund D 0.07% No change 222,461 $22.1M
Swedbank AB 0.03% Add +3.8% 220,937 $21.9M
US Bancorp \de 0.03% Reduce -3.0% 219,065 $21.7M
Davidson Investment Advisors 1.13% Add +3.1% 218,409 $21.7M
Factory Mutual Insurance Co. 0.25% No change 217,300 $21.6M
Natixis Advisors, LLC 0.05% Add +40.1% 216,663 $21.5M
Caisse de depot et placement du Quebec 0.05% Add +2432.2% 216,200 $21.5M
B. Metzler seel. Sohn & Co. AG 0.23% Add +1.0% 213,244 $21.2M
Corient Private Wealth LP 0.04% Add +1.7% 212,521 $21.1M
Handelsbanken Fonder AB 0.09% Reduce -10.3% 208,295 $20.7M
Schonfeld Strategic Advisors LLC 0.16% Add +540.5% 203,186 $20.2M
Degroof Petercam Asset Management 0.24% Reduce -5.6% 198,753 $19.7M
Aberdeen Group plc 0.04% Add +0.3% 198,369 $19.7M
AQR Capital Management 0.03% Add +23.2% 193,375 $19.2M
Public Sector Pension Investment Board 0.14% Add +1946.5% 192,612 $19.1M
Van Lanschot Kempen Investment Management N.V. 0.23% No change 188,972 $18.8M
Raymond James & Associates 0.01% Reduce -5.1% 188,040 $18.7M
Banco Santander, S.A. 0.22% Add +8.7% 186,071 $18.5M
Illinois Municipal Retirement Fund 0.28% No change 185,300 $18.4M
Brown Advisory Inc. 0.02% Reduce -11.3% 184,767 $18.3M
Treasurer of the State of North Carolina 0.08% Add +0.7% 184,721 $18.3M
Royal London Asset Management Ltd. 0.05% Add +1.1% 182,754 $18.1M
Carnegie Investment Counsel 0.54% Add +1.6% 174,604 $17.3M
PGGM Investments 0.24% No change 170,081 $16.9M
Copeland Capital Management, LLC 0.30% Add +8.1% 168,831 $16.8M
AXA S.A. 0.05% Add +3.8% 168,528 $16.7M
Vaughan Nelson Investment Management, L.P. 0.15% Reduce -43.9% 168,359 $16.7M
Sei Investments Co. 0.02% Reduce -18.0% 166,407 $16.5M
Mn Services Vermogensbeheer B.V. 0.12% Reduce -14.2% 165,500 $16.4M
DekaBank Deutsche Girozentrale 0.03% Add +11.0% 162,726 $16.3M
Public Employees Retirement System of Ohio 0.06% Reduce -9.1% 163,167 $16.2M
National Bank of Canada 0.03% Reduce -2.1% 166,410 $16.2M
TD Asset Management Inc 0.01% Add +2.3% 161,829 $16.1M
SG Americas Securities, LLC 0.08% Add +37.5% 159,478 $15.8M
Asset Management One Co., Ltd. 0.06% Reduce -3.5% 155,092 $15.4M
Commonwealth Equity Services, LLC 0.03% Add +1.2% 153,101 $15.2M
M&T Bank Corp 0.05% Reduce -1.3% 152,175 $15.1M
Creative Planning 0.02% Add +0.6% 150,306 $14.9M
Steigerwald, Gordon & Koch Inc. 1.84% Add +0.7% 148,607 $14.8M
CIBC Asset Management Inc 0.05% Add +1.9% 147,205 $14.6M
Tiaa Trust, National Association 0.04% Add +668.1% 146,367 $14.5M
Millennium Management 0.01% Reduce -52.6% 141,398 $14.0M
LPL Financial LLC 0.01% Add +11.9% 139,319 $13.8M
Resona Asset Management Co.,Ltd. 0.08% — 138,633 $13.8M
Nomura Asset Management Co. Ltd. 0.05% Reduce -5.2% 138,271 $13.7M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +42.6% 135,865 $13.5M
Forsta Ap-Fonden 0.11% Add +30.0% 131,300 $13.0M
APG Asset Management N.V. 0.02% Reduce -21.8% 140,247 $12.9M
MAI Capital Management 0.13% Add +1.7% 127,751 $12.7M
Varma Mutual Pension Insurance Co 0.11% Add +150.0% 123,680 $12.3M
Prospector Partners LLC 1.43% Add +1.4% 123,145 $12.2M
Nisa Investment Advisors, LLC 0.08% Reduce -5.2% 118,751 $11.8M
Arizona State Retirement System 0.08% Add +1.4% 117,445 $11.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -1.3% 115,652 $11.5M
Markel Group 0.11% No change 114,620 $11.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +1.1% 113,900 $11.3M
United Capital Financial Advisors, LLC 0.09% Add +0.0% 113,021 $11.2M
State of Michigan Retirement System 0.06% Reduce -0.8% 111,107 $11.0M
Susquehanna International Group, LLP 0.02% Reduce -59.5% 110,235 $10.9M
Cullen/Frost Bankers, Inc. 0.16% Reduce -1.3% 109,886 $10.9M
Comerica Bank 0.05% Reduce -1.8% 109,843 $10.9M
Gotham Asset Management 0.16% Add +28.2% 109,803 $10.9M
State of Tennessee, Department of Treasury 0.04% Reduce -2.9% 108,107 $10.7M
American International Group, Inc. 0.04% Reduce -1.5% 107,841 $10.7M
Andra AP-fonden 0.18% Reduce -21.8% 104,234 $10.3M
Federation des caisses Desjardins du Quebec 0.07% Add +36.6% 109,051 $10.1M
Meyer Handelman Co. 0.35% Reduce -10.6% 101,606 $10.1M
Connecticut Wealth Management, LLC 0.54% Reduce -5.7% 101,271 $10.1M
Allied Investment Advisors, LLC 2.40% Add +2.5% 100,339 $10.0M
DNB Asset Management AS 0.05% Reduce -20.1% 97,829 $9.7M
Cloverfields Capital Group, LP 3.23% Add +5.2% 96,533 $9.6M
Commerce Bank 0.06% Reduce -3.7% 96,451 $9.6M
MetLife Investment Management, LLC 0.06% Reduce -4.3% 96,095 $9.5M
Anchor Capital Advisors LLC 0.24% Reduce -12.3% 93,381 $9.3M
Stifel Financial Corp. 0.01% Reduce -1.5% 93,025 $9.2M
Trium Capital LLP 3.37% Reduce -4.9% 90,408 $9.0M
Retirement Systems of Alabama 0.03% Reduce -0.8% 89,489 $8.9M
Janus Henderson Group PLC 0.00% Add +4.2% 89,135 $8.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -0.7% 89,009 $8.8M
Jump Financial, LLC 0.24% New 88,719 $8.8M
Allianz Asset Management GmbH 0.01% Reduce -11.9% 86,735 $8.6M
ANTIPODES PARTNERS Ltd 0.27% Add +0.5% 85,810 $8.5M
Holocene Advisors, LP 0.03% Add +91.3% 85,494 $8.5M
Amalgamated Bank 0.07% Reduce -17.3% 85,453 $8.5M
Schwartz Investment Counsel Inc. 0.31% No change 85,000 $8.4M
Advisors Preferred, LLC 1.41% New 84,652 $8.3M
Texas Permanent School Fund Corp. 0.07% Reduce -0.0% 83,792 $8.3M
IFM Investors Pty Ltd 0.09% Add +1.0% 83,700 $8.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +19.8% 83,424 $8.3M
MML Investors Services, LLC 0.03% Add +12.7% 81,470 $8.1M
Windward Capital Management Co. 0.67% Reduce -1.2% 80,439 $8.0M
Amica Mutual Insurance Co. 0.79% No change 78,482 $7.8M
Osborne Partners Capital Management, LLC 0.48% Reduce -0.1% 77,771 $7.7M
Lincoln Capital LLC 1.71% Reduce -0.3% 77,515 $7.7M
State of Alaska, Department of Revenue 0.09% Reduce -12.8% 76,291 $7.6M
Delta Asset Management LLC 0.65% Add +0.7% 73,620 $7.3M
Osaic Holdings, Inc. 0.02% Reduce -29.6% 73,326 $7.3M
Utah Retirement Systems 0.08% No change 71,452 $7.1M
Czech National Bank 0.09% Reduce -0.5% 71,340 $7.1M
Ethic Inc. 0.18% Add +7.0% 71,239 $7.1M
Calamos Advisors LLC 0.05% Reduce -2.4% 70,727 $7.0M
Peapack Gladstone Financial Corp. 0.11% Reduce -1.4% 68,970 $6.8M
Mariner, LLC 0.01% Add +3.5% 68,380 $6.8M
Van Eck Associates Corp. 0.01% Reduce -6.3% 68,257 $6.8M
ProShare Advisors LLC 0.02% Add +15.3% 67,586 $6.7M
Keybank National Association 0.03% Reduce -2.2% 67,483 $6.7M
Bradley Foster & Sargent Inc. 0.12% Reduce -4.7% 67,320 $6.7M
Bank Pictet & Cie (Europe) AG 0.17% Reduce -12.2% 67,051 $6.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% No change 66,339 $6.6M
Raymond James Financial Services Advisors, Inc. 0.01% Add +5.8% 66,083 $6.6M
Bank of Nova Scotia 0.01% Reduce -46.5% 64,652 $6.4M
Truist Financial Corp. 0.01% Reduce -9.6% 63,750 $6.3M
Yousif Capital Management, LLC 0.07% Reduce -4.4% 63,556 $6.3M
Sawgrass Asset Management LLC 0.68% Reduce -4.4% 62,447 $6.2M
Chartwell Investment Partners, LLC 0.21% Add +3.9% 62,343 $6.2M
New York Life Investment Management LLC 0.06% Reduce -4.2% 61,239 $6.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.48% No change 60,553 $6.0M
AdvisorShares Investments LLC 1.11% Add +58.2% 60,542 $6.0M
Sheets Smith Wealth Management 0.67% Add +5.3% 60,047 $6.0M
Evoke Wealth, LLC 0.17% Add +1893.9% 58,980 $5.9M
Ipswich Investment Management Co., Inc. 1.37% Reduce -0.1% 58,881 $5.8M
Xponance LLC 0.06% Add +5.1% 58,809 $5.8M
BTC Capital Management, Inc. 0.53% — 58,772 $5.8M
Lifeworks Advisors, LLC 1.61% Add +11.4% 57,894 $5.7M
Pacer Advisors, Inc. 0.01% Reduce -20.0% 57,893 $5.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +3.8% 65,152 $5.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +14.4% 56,953 $5.7M
Achmea Investment Management B.V. 0.11% No change 56,284 $5.6M
Foyston, Gordon & Payne Inc 1.33% Reduce -1.7% 55,817 $5.5M
ING Groep NV 0.04% Add +15.4% 55,559 $5.5M
EFG Asset Management (Americas) Corp. 1.67% Reduce -29.0% 55,373 $5.5M
Public Employees Retirement Association of Colorado 0.02% Reduce -7.5% 55,063 $5.5M
Gateway Investment Advisers LLC 0.06% Reduce -18.8% 54,681 $5.4M
Graybill Wealth Management, LTD. 2.24% Add +0.0% 53,524 $5.3M
Orion Porfolio Solutions, LLC 0.06% Reduce -4.3% 53,329 $5.3M
Orion Portfolio Solutions, LLC 0.06% Reduce -4.3% 53,329 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -3.2% 53,176 $5.3M
Janney Montgomery Scott LLC 0.02% Reduce -3.1% 53,104 $5.3M
Y-Intercept (Hong Kong) Ltd 0.39% Add +64.5% 52,515 $5.2M
Nissay Asset Management Corp. /Japan 0.04% Reduce -84.1% 51,753 $5.1M
TCW Group Inc. 0.05% Add +3.8% 50,430 $5.0M
First Manhattan Co. Llc. 0.02% Reduce -12.3% 50,399 $5.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +3.4% 49,017 $4.9M
Kanawha Capital Management LLC 0.39% Add +2.4% 48,824 $4.8M
Occudo Quantitative Strategies LP 0.85% New 48,793 $4.8M
Brown Shipley& Co Ltd 1.50% Add +12.2% 48,529 $4.8M
Wesleyan Assurance Society 0.42% No change 48,100 $4.8M
Cohen Capital Management, Inc. 0.83% Add +0.6% 47,686 $4.7M
Rockefeller Capital Management L.P. 0.01% Add +52.1% 47,071 $4.7M
Clifford Swan Investment Counsel LLC 0.17% Reduce -0.4% 46,927 $4.7M
William Allan Corp 3.09% Add +0.1% 46,872 $4.7M
Cetera Investment Advisers 0.01% Add +259.1% 46,371 $4.6M
Pathstone Holdings, LLC 0.02% Add +5.1% 45,733 $4.5M
BNP Paribas 0.21% — 47,125 $4.5M
Daiwa Securities Group Inc. 0.03% Add +21.0% 44,969 $4.5M
Scotia Capital Inc. 0.03% Reduce -9.4% 44,903 $4.5M
Mercer Global Advisors Inc. 0.01% Reduce -4.9% 44,418 $4.4M
Aureus Asset Management, LLC 0.30% Add +1.3% 44,398 $4.4M
Glenmede Trust Co. NA 0.02% Reduce -1.7% 43,928 $4.4M
Fiduciary Trust Co 0.07% Add +3.4% 43,275 $4.3M
Credential Qtrade Securities Inc. 0.23% New 42,946 $4.3M
Regions Financial Corp. 0.03% Reduce -0.7% 42,231 $4.2M
Captrust Financial Advisors 0.01% Reduce -19.8% 41,200 $4.1M
Guggenheim Capital LLC 0.03% Add +73.3% 41,102 $4.1M
Cibc World Markets Corp. 0.03% Reduce -22.6% 40,835 $4.1M
Quadrature Capital Ltd 0.07% Add +214.8% 40,068 $4.0M
Abn Amro Investment Solutions 0.07% Reduce -6.5% 40,064 $4.0M
Intech Investment Management LLC 0.05% Add +13.7% 39,215 $3.9M
QRG Capital Management, Inc. 0.05% Add +3.7% 39,156 $3.9M
Wealthfront Advisers LLC 0.01% Add +3.3% 39,096 $3.9M
Farmers & Merchants Investments Inc. 0.13% Reduce -8.1% 38,404 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.3% 38,391 $3.8M
Cacti Asset Management LLC 0.30% Reduce -3.5% 38,404 $3.7M
Elo Mutual Pension Insurance Co 0.09% Add +4.3% 37,496 $3.7M
Natixis 0.02% New 37,492 $3.7M
Richard Bernstein Advisors LLC 0.08% No change 36,961 $3.7M
Cibc World Market Inc. 0.01% Add +42.5% 36,045 $3.6M
Arlington Partners LLC 1.78% No change 35,190 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -1.4% 35,174 $3.5M
Cerity Partners LLC 0.01% Add +35.4% 34,850 $3.5M
Oregon Public Employees Retirement Fund 0.07% Add +8.8% 34,707 $3.4M
Gulf International Bank (UK) Ltd 0.09% Add +0.6% 34,102 $3.4M
Crossmark Global Holdings, Inc. 0.07% Reduce -25.2% 34,090 $3.4M
Seascape Capital Management 1.24% Add +6.8% 33,744 $3.4M
Mackenzie Financial Corp. 0.00% Add +4.7% 33,739 $3.3M
Rafferty Asset Management, LLC 0.01% Reduce -1.8% 33,705 $3.3M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -6.0% 33,461 $3.3M
Marshall Wace, LLP 0.01% New 33,369 $3.3M
Wesbanco Bank Inc. 0.12% Add +0.4% 32,946 $3.3M
Vanguard Personalized Indexing Management, LLC 0.07% Add +25.6% 32,814 $3.3M
Circle Wealth Management, LLC 0.08% No change 32,806 $3.3M
Tocqueville Asset Management L.P. 0.05% No change 32,132 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.3% 32,048 $3.2M
Okabena Investment Services Inc. 1.04% Reduce -11.0% 31,461 $3.1M
Assenagon Asset Management S.A. 0.01% Reduce -76.8% 31,392 $3.1M
D L Carlson Investment Group Inc. 0.61% New 31,376 $3.1M
Shelter Mutual Insurance Co 0.80% No change 31,200 $3.1M
Kentucky Retirement Systems 0.09% Reduce -6.0% 30,791 $3.1M
Credit Agricole S A 0.05% Add +68.9% 31,989 $3.1M
Maryland State Retirement & Pension System 0.06% No change 32,169 $3.0M
O'shaughnessy Asset Management, LLC 0.03% Add +19.2% 30,450 $3.0M
Daiichi Life Insurance Co., Ltd. 0.07% No change 30,370 $3.0M
M. Kraus & Co 0.91% Add +0.1% 30,192 $3.0M
AMG National Trust Bank 0.09% Reduce -0.6% 29,684 $2.9M
Cresset Asset Management, LLC 0.01% Add +33.4% 29,592 $2.9M
Louisbourg Investments Inc. 0.82% Reduce -0.2% 35,523 $2.9M
Cohen Klingenstein LLC 0.11% No change 29,307 $2.9M
Teza Capital Management LLC 0.39% Add +60.0% 29,252 $2.9M
Pictet North America Advisors SA 0.32% New 29,129 $2.9M
Atlantic Union Bankshares Corp 0.24% Add +8.0% 29,086 $2.9M
Roundview Capital LLC 0.23% New 28,729 $2.9M
TrinityBridge Ltd 0.10% Reduce -1.8% 28,613 $2.8M
Quantinno Capital Management LP 0.06% Add +10.5% 28,316 $2.8M
Brown Brothers Harriman & Co. 0.02% Add +2.3% 28,282 $2.8M
LRI Investments, LLC 0.71% — 28,276 $2.8M
Canandaigua National Bank & Trust Co. 0.41% Add +0.6% 27,915 $2.8M
Capital Fund Management S.A. 0.03% New 27,770 $2.8M
Evercore Wealth Management, LLC 0.04% Reduce -2.0% 27,721 $2.8M
Baird Financial Group, Inc. 0.01% Reduce -17.5% 27,661 $2.7M
Sandy Spring Bank 0.12% Reduce -8.3% 27,351 $2.7M
J.P. Marvel Investment Advisors, LLC 0.47% Add +25.5% 27,122 $2.7M
JB Capital LLC 0.17% Reduce -1.0% 26,309 $2.6M
Hartford Investment Management Co. 0.09% Reduce -5.2% 26,132 $2.6M
Praxis Investment Management Inc. 0.17% No change 25,430 $2.5M
Tidal Investments LLC 0.04% Add +49.5% 25,252 $2.5M
Tower Research Capital LLC (TRC) 0.06% Reduce -59.9% 25,217 $2.5M
Goodman Advisory Group, LLC 0.79% Reduce -3.8% 25,165 $2.5M
AlphaQuest LLC 0.43% Add +25.0% 25,087 $2.5M
Silvercrest Asset Management Group LLC 0.02% Add +2.2% 25,076 $2.5M
Liontrust Investment Partners LLP 0.03% Reduce -3.1% 25,018 $2.5M
Heritage Investors Management Corp. 0.09% Reduce -0.5% 24,872 $2.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -11.5% 24,605 $2.4M
Liberty Capital Management, Inc. 0.60% Add +0.9% 24,578 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -7.8% 23,880 $2.4M
Letson Investment Management, Inc. 0.99% Add +2.3% 23,677 $2.4M
Louisiana State Employees Retirement System 0.05% Reduce -4.5% 23,600 $2.3M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.18% Reduce -7.8% 23,500 $2.3M
YHB Investment Advisors, Inc. 0.21% Add +7.1% 23,402 $2.3M
FORA Capital, LLC 0.19% Reduce -14.6% 23,322 $2.3M
Lombard Odier Asset Management (Europe) Ltd 0.23% Add +8.1% 23,142 $2.3M
Trivant Custom Portfolio Group, LLC 1.46% New 23,043 $2.3M
Avantax Advisory Services, Inc. 0.02% No change 23,019 $2.3M
Private Advisor Group, LLC 0.02% Reduce -17.3% 22,932 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +21.9% 22,833 $2.3M
Plato Investment Management Ltd 0.23% Add +2237.6% 22,745 $2.3M
Dodge & Cox 0.00% Reduce -99.6% 22,260 $2.2M
Venture Visionary Partners LLC 0.10% Add +308.8% 22,159 $2.2M
Vident Advisory, LLC 0.04% Reduce -84.8% 21,474 $2.1M
Boston Financial Mangement LLC 0.07% No change 21,222 $2.1M
New Mexico Educational Retirement Board 0.07% Reduce -4.2% 20,608 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +0.0% 20,428 $2.0M
Bank Pictet & Cie (asia) Ltd. 1.12% Add +204.0% 20,407 $2.0M
First Eagle Investment Management, LLC 0.00% Add +173.7% 20,048 $2.0M
Teacher Retirement System of Texas 0.01% Reduce -61.3% 20,001 $2.0M
Alps Advisors Inc. 0.01% Add +1.3% 19,543 $1.9M
Focus Partners Wealth 0.02% Add +28.7% 19,467 $1.9M
Pinnacle Associates Ltd. 0.03% Reduce -3.5% 19,417 $1.9M
Rockland Trust Co. 0.10% Reduce -9.3% 19,376 $1.9M
Abacus FCF Advisors LLC 0.48% New 19,346 $1.9M
Selway Asset Management 0.77% Add +8.3% 19,271 $1.9M
Huntington National Bank 0.02% Reduce -0.7% 19,233 $1.9M
Sherbrooke Park Advisers LLC 0.37% Add +250.4% 19,082 $1.9M
Fifth Third Bancorp 0.01% Add +6.6% 18,974 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -0.9% 18,651 $1.9M
Systematic Alpha Investments, LLC 0.07% No change 18,610 $1.8M
Savant Capital, LLC 0.02% Add +2.9% 18,400 $1.8M
Whittier Trust Co. of Nevada Inc. 0.05% Add +1.5% 18,333 $1.8M
Zurich Insurance Group Ltd 0.02% New 18,200 $1.8M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +94.9% 18,026 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +17.8% 17,930 $1.8M
Prudential PLC 0.01% Add +4.3% 17,819 $1.8M
Dearborn Partners LLC 0.08% Reduce -0.2% 17,661 $1.8M
Investment Research & Advisory Group, Inc. 0.81% New 17,649 $1.8M
Beacon Pointe Advisors, LLC 0.02% Add +2.5% 17,354 $1.7M
Engineers Gate Manager LP 0.04% Add +20.9% 17,209 $1.7M
Essex Financial Services, Inc. 0.16% Reduce -1.3% 16,973 $1.7M
NBT Bank, N.A. 0.12% Reduce -2.4% 16,923 $1.7M
Caxton Associates LP 0.11% New 16,728 $1.7M
E. Ohman J:or Asset Management AB 0.04% Add +7.0% 16,700 $1.7M
Perigon Wealth Management, LLC 0.05% Add +1.0% 16,572 $1.6M
Metropolitan Life Insurance Co 0.07% Reduce -1.8% 16,353 $1.6M
American National Bank & Trust 0.21% Reduce -13.6% 16,287 $1.6M
Dynamic Technology Lab Private Ltd 0.17% Reduce -43.7% 16,222 $1.6M
Snider Financial Group 0.67% Add +3.9% 16,157 $1.6M
Cwm, LLC 0.01% Add +13.8% 16,107 $1.6M
Tufton Capital Management 0.31% Reduce -17.3% 16,057 $1.6M
Shelter Ins Retirement Plan 2.17% No change 16,000 $1.6M
Vinva Investment Management Ltd 0.09% Add +23.2% 15,736 $1.6M
Trust Co. of Vermont 0.09% Add +21.8% 15,571 $1.5M
Swiss Life Asset Management Ltd 0.02% Reduce -79.5% 15,186 $1.5M
Empirical Finance, LLC 0.09% Add +3.4% 15,029 $1.5M
Arthur M. Cohen & Associates, LLC 0.31% No change 15,000 $1.5M
K.J. Harrison & Partners Inc 0.23% No change 15,000 $1.5M
Pensionfund Sabic 0.44% No change 15,000 $1.5M
Blair William & Co. 0.00% Reduce -1.6% 14,901 $1.5M
Moody LYNN Lieberson & Walker, LLC 0.10% Reduce -27.1% 14,880 $1.5M
UniSuper Management Pty Ltd 0.01% Add +294.6% 14,831 $1.5M
Park Avenue Securities LLC 0.02% Add +5.4% 14,804 $1.5M
Triangle Securities Wealth Management 0.42% Reduce -0.4% 14,778 $1.5M
Qtron Investments LLC 0.21% Add +30.9% 14,658 $1.5M
Synovus Financial Corp. 0.02% Reduce -0.2% 14,555 $1.4M
Ossiam 0.03% Reduce -34.2% 14,404 $1.4M
Trexquant Investment LP 0.03% Reduce -92.1% 14,300 $1.4M
Ieq Capital, LLC 0.02% Add +9.7% 14,211 $1.4M
Norinchukin Bank, The 0.04% Reduce -2.2% 14,180 $1.4M
Bessemer Group Inc. 0.00% Reduce -2.7% 13,941 $1.4M
United Services Automobile Association 0.03% No change 13,851 $1.4M
Two Sigma Investments, LP 0.00% Reduce -61.7% 13,800 $1.4M
Worldquant Millennium Advisors LLC 0.02% Reduce -77.7% 13,754 $1.4M
iA Global Asset Management Inc. 0.03% Add +33.5% 13,702 $1.4M
Goelzer Investment Management, Inc. 0.08% Reduce -0.4% 13,583 $1.3M
Van Hulzen Asset Management, LLC 0.09% No change 13,500 $1.3M
Whittier Trust Co. 0.02% Reduce -1.0% 13,407 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -8.2% 13,380 $1.3M
Virtu Financial LLC 0.10% Add +18.3% 13,292 $1.3M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -10.3% 13,264 $1.3M
Parsons Capital Management Inc. 0.09% Reduce -1.6% 13,198 $1.3M
Woodstock Corp. 0.13% Reduce -1.0% 13,124 $1.3M
Walleye Capital LLC 0.02% New 13,072 $1.3M
Hartford Funds Management Co LLC 0.12% Add +14.1% 13,015 $1.3M
NJ State Employees Deferred Compensation Plan 0.16% No change 13,001 $1.3M
Private Trust Co. NA 0.14% Add +0.9% 12,931 $1.3M
Metis Global Partners, LLC 0.05% Reduce -2.8% 12,930 $1.3M
Vontobel Holding Ltd. 0.01% Reduce -3.7% 12,924 $1.3M
Hartford Financial Management Inc. 0.27% Reduce -3.1% 12,918 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.7% 12,865 $1.3M
DAVENPORT & Co LLC 0.01% Add +0.4% 12,571 $1.2M
Principal Securities, Inc. 0.04% Add +19.1% 12,570 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.09% Add +23.9% 12,502 $1.2M
Ironwood Investment Management LLC 0.61% Add +2.8% 12,497 $1.2M
Ellevest, Inc. 0.08% Add +4.2% 12,474 $1.2M
Argent Trust Co 0.05% Add +20.3% 12,167 $1.2M
D.A. Davidson & Co. 0.01% Add +2.2% 11,973 $1.2M
Machina Capital S.A.S. 0.62% Reduce -13.8% 11,872 $1.2M
XTX Topco Ltd 0.16% New 11,804 $1.2M
Rossmore Private Capital 0.15% Reduce -1.3% 11,728 $1.2M
Atria Investments, Inc 0.02% Reduce -2.1% 11,668 $1.2M
Principle Wealth Partners LLC 0.09% Reduce -0.1% 11,639 $1.2M
Neville Rodie & Shaw Inc. 0.09% No change 11,608 $1.2M
Raymond James Trust N.A. 0.03% Reduce -4.3% 11,481 $1.1M
Florida Trust Wealth Management Co 0.04% Reduce -0.9% 11,355 $1.1M
V-Square Quantitative Management LLC 0.16% Add +17.4% 11,290 $1.1M
Rakuten Investment Management, Inc. 0.01% Add +747.1% 11,250 $1.1M
Bollard Group LLC 0.03% Add +0.2% 11,187 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.6% 11,170 $1.1M
Verition Fund Management LLC 0.01% Reduce -47.6% 10,893 $1.1M
LBP Am SA 0.04% Reduce -9.2% 10,833 $1.1M
Dash Acquisitions Inc. 0.34% Add +3.0% 11,230 $1.1M
NEOS Investment Management LLC 0.07% Add +53.6% 10,646 $1.1M
Wbi Investments, LLC 0.22% Add +360.3% 10,643 $1.1M
Abbrea Capital, LLC 0.14% Reduce -0.9% 10,639 $1.1M
Lafayette Investments, Inc. 0.24% Add +22.2% 10,616 $1.1M
First Trust Direct Indexing L.P. 0.08% Add +15.6% 10,530 $1.0M
Groupama Asset Managment 0.02% Reduce -55.0% 5,281 $1.0M
Bridges Investment Management Inc. 0.03% Add +13.7% 10,390 $1.0M
Burney Co./ 0.04% Reduce -5.0% 10,341 $1.0M
Monarch Capital Management Inc. 0.29% Reduce -1.7% 10,286 $1.0M
Eventide Asset Management, LLC 0.02% New 10,189 $1.0M
Compass Wealth Management LLC 0.25% Reduce -2.6% 10,108 $1.0M
Brevan Howard Capital Management LP 0.09% New 10,042 $997K
Panagora Asset Management Inc. 0.01% Reduce -2.0% 10,004 $993K
Canal Insurance CO 0.26% No change 10,000 $993K
Johnson Investment Counsel Inc. 0.01% Add +6.5% 9,940 $987K
Greenleaf Trust 0.01% Add +4.4% 9,880 $981K
Sciencast Management LP 0.60% New 9,876 $980K
Field & Main Bank 0.38% Reduce -0.3% 9,810 $974K
Merit Financial Group, LLC 0.02% Add +3.7% 10,566 $973K
Trust Co. of Toledo NA 0.15% Reduce -2.2% 9,798 $973K
Birch Hill Investment Advisors LLC 0.05% Reduce -0.3% 9,787 $972K
Oppenheimer & Co. Inc. 0.02% Reduce -4.2% 9,751 $968K
Bleakley Financial Group, LLC 0.03% Add +1.2% 9,726 $965K
Simplicity Wealth,LLC 0.02% New 9,711 $964K
Atria Wealth Solutions, Inc. 0.01% Add +28.7% 9,656 $959K
OneDigital Investment Advisors LLC 0.01% Add +6.3% 9,642 $957K
Jefferies Financial Group Inc. 0.02% Reduce -88.8% 9,639 $957K
Cypress Capital Group 0.11% Reduce -1.9% 9,581 $951K
Guinness Atkinson Asset Management Inc 0.45% No change 9,552 $948K
IMA Advisory Services, Inc. 0.45% Reduce -2.9% 9,526 $946K
HighPoint Advisor Group LLC 0.07% Add +1.3% 9,784 $945K
Salem Investment Counselors Inc. 0.03% Reduce -1.7% 9,459 $939K
Fractal Investments LLC 0.17% No change 9,400 $933K
FineMark National Bank & Trust 0.03% No change 9,261 $919K
Modera Wealth Management, LLC 0.01% Reduce -1.4% 9,221 $915K
Parallel Advisors, LLC 0.02% Add +2.4% 9,199 $913K
Snowden Capital Advisors LLC 0.03% Add +11.4% 9,155 $909K
Shell Asset Management Co. 0.04% Reduce -45.7% 9,437 $908K
NewEdge Advisors, LLC 0.01% Add +37.9% 9,146 $908K
Holowesko Partners Ltd. 0.37% No change 9,000 $893K
Diversify Advisory Services, LLC 0.05% — 9,064 $893K
Cooper Financial Group 0.14% Add +8.1% 8,864 $880K
Home Federal Bank of Tennessee 0.27% Add +0.3% 8,846 $878K
Kestra Private Wealth Services, LLC 0.02% Reduce -4.4% 8,832 $877K
Glenview Trust Co 0.02% Reduce -0.7% 8,635 $857K
Fox Run Management, L.L.C. 0.18% New 8,598 $854K
Summit Trail Advisors, LLC 0.02% New 8,568 $851K
Integrated Wealth Concepts LLC 0.01% Add +2.7% 8,436 $838K
Sit Investment Associates Inc. 0.02% No change 8,415 $835K
Alberta Investment Management Corp 0.01% No change 8,300 $824K
TD Private Client Wealth LLC 0.03% Reduce -9.0% 8,260 $820K
Marble Harbor Investment Counsel, LLC 0.09% Reduce -1.2% 8,214 $815K
Zions Bancorporation, N.A. 0.06% Reduce -17.9% 8,129 $807K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +0.9% 8,066 $801K
Sequoia Financial Advisors, LLC 0.01% Reduce -69.2% 8,054 $800K
Advisors Asset Management, Inc. 0.02% Add +31.6% 8,048 $799K
Williams Jones Wealth Management, LLC. 0.01% Reduce -10.9% 8,000 $794K
Apollon Wealth Management, LLC 0.02% Add +64.8% 7,982 $792K
Dumont & Blake Investment Advisors LLC 0.23% Add +1.3% 7,974 $792K
Axxcess Wealth Management, LLC 0.02% Add +92.2% 7,960 $790K
Vestcor Inc 0.03% Reduce -11.0% 7,875 $782K
Baldwin Investment Management, LLC 0.10% Reduce -0.5% 7,697 $764K
Daymark Wealth Partners, LLC 0.04% Reduce -9.3% 7,628 $757K
Pring Turner Capital Group Inc. 0.55% No change 7,575 $752K
CENTRAL TRUST Co 0.02% Reduce -3.3% 7,558 $750K
Philadelphia Trust Co. 0.06% Reduce -1.2% 7,439 $738K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -17.0% 7,422 $737K
Romano Brothers and Company 0.10% Reduce -0.3% 7,384 $733K
Lido Advisors, LLC 0.01% Add +9.7% 7,380 $733K
Sentry Investment Management LLC 0.28% No change 7,365 $731K
Horizon Investments, LLC 0.02% Reduce -1.0% 7,246 $719K
Ar Asset Management Inc. 0.18% No change 7,200 $715K
Werlinich Asset Management, LLC 0.47% No change 7,155 $714K
HB Wealth Management, LLC 0.01% Reduce -7.8% 7,009 $696K
Chicago Capital, LLC 0.02% Reduce -1.4% 6,983 $693K
ELCO Management Co., LLC 0.42% No change 6,937 $689K
Ostrum Asset Management 0.05% No change 6,898 $685K
Iron Gate Global Advisors LLC 0.12% Reduce -0.2% 6,858 $678K
Curbstone Financial Management Corp 0.15% Reduce -2.1% 6,818 $677K
Acadian Asset Management LLC 0.00% Add +322.0% 6,798 $673K
Cary Street Partners Investment Advisory LLC 0.03% Add +1.1% 6,770 $672K
CI Investments Inc. 0.00% Add +15.8% 6,736 $669K
Waterford Advisors, LLC 0.28% No change 6,690 $664K
Lincoln National Corp. 0.01% Add +26.1% 6,624 $658K
Profund Advisors LLC 0.03% Add +19.7% 6,610 $656K
Investment Management Corp of Ontario 0.02% Reduce -31.2% 6,608 $656K
Westhampton Capital, LLC 0.36% No change 6,587 $654K
Simmons Bank 0.05% Reduce -5.0% 6,565 $652K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% No change 6,539 $649K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.3% 6,516 $647K
B. Riley Wealth Advisors, Inc. 0.02% Add +15.3% 8,045 $646K
NorthRock Partners, LLC 0.02% Add +15.3% 6,489 $644K
J.W. Cole Advisors, Inc. 0.03% Add +27.8% 6,452 $640K
Auto-Owners Insurance Co 0.02% No change 6,393 $635K
ICW Investment Advisors LLC 0.28% Add +3.9% 6,367 $632K
Ballentine Partners, LLC 0.01% Add +52.5% 6,326 $628K
Wedmont Private Capital 0.05% Reduce -0.5% 6,296 $624K
Empowered Funds, LLC 0.01% Add +43.6% 6,205 $616K
Means Investment Co., Inc. 0.08% No change 6,188 $614K
Choreo, LLC 0.02% Add +1.0% 6,181 $614K
Meridian Management Co. 0.17% Add +0.1% 6,123 $608K
Kingsview Wealth Management, LLC 0.02% Add +8.1% 6,099 $605K
Mesirow Financial Investment Management, Inc. 0.01% Add +11.9% 6,055 $601K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -2.4% 6,056 $601K
Holderness Investments Co. 0.15% Reduce -1.4% 6,011 $597K
Citadel Advisors 0.00% Reduce -96.5% 5,984 $594K
Lindbrook Capital, LLC 0.06% Add +1.3% 5,970 $593K
Wendell David Associates Inc. 0.06% No change 5,959 $592K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -9.5% 5,958 $591K
Ahl Investment Management, Inc. 0.45% No change 5,952 $591K
Soltis Investment Advisors LLC 0.07% Add +0.4% 5,936 $589K
Allred Capital Management, LLC 0.23% Reduce -2.0% 5,911 $587K
Garrison Point Advisors, LLC 0.37% Reduce -1.7% 5,804 $576K
Moneta Group Investment Advisors LLC 0.01% New 5,764 $572K
Bull Street Advisors, LLC 0.27% Add +9.7% 5,680 $564K
Quotient Wealth Partners, LLC 0.02% Reduce -26.4% 5,667 $563K
Montag A & Associates Inc. 0.03% Reduce -1.3% 5,645 $560K
Ingalls & Snyder LLC 0.02% No change 5,633 $559K
Investment Advisory Services Inc. /TX 0.21% Reduce -0.8% 5,628 $559K
Graham Capital Management, L.P. 0.03% Reduce -55.8% 5,600 $556K
Meeder Advisory Services, Inc. 0.06% Add +8.3% 5,458 $542K
Headinvest, LLC 0.10% Reduce -2.5% 5,356 $532K
Penobscot Investment Management Company, Inc. 0.06% Add +3.4% 5,350 $531K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +3.6% 5,325 $529K
Mutual Advisors, LLC 0.02% Reduce -1.1% 5,311 $527K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -1.1% 5,306 $527K
Freestone Capital Holdings, LLC 0.02% Reduce -0.6% 5,289 $525K
Valley Brook Capital Group, Inc. 0.41% Reduce -1.9% 5,215 $518K
Global Endowment Management, LP 0.05% Reduce -4.8% 5,205 $517K
Gabelli Funds LLC 0.00% Reduce -13.3% 5,200 $516K
Silver Oak Securities, Incorporated 0.08% Add +3.1% 5,171 $513K
Optas, LLC 0.14% Add +2.0% 5,168 $513K
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 6,170 $513K
Stephens Inc. 0.01% Reduce -8.6% 5,116 $508K
NorthCrest Asset Manangement, LLC 0.02% Reduce -4.7% 5,074 $504K
Diversified Trust Co. 0.01% Reduce -0.1% 4,991 $495K
Verdence Capital Advisors LLC 0.04% Add +0.8% 4,959 $492K
Monterey Private Wealth, Inc. 0.20% Add +0.2% 4,943 $491K
Aull & Monroe Investment Management Corp 0.22% No change 4,933 $490K
TD Waterhouse Canada Inc. 0.00% Add +2.3% 4,919 $489K
Natixis Investment Managers International 0.03% Reduce -37.4% 4,920 $488K
Cambridge Trust Co. 0.02% Reduce -8.8% 4,912 $488K
UMB Bank, n.a. 0.01% Reduce -4.7% 4,895 $486K
Pitcairn Co. 0.03% Reduce -1.6% 4,892 $486K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -2.6% 4,856 $482K
Checchi Capital Advisers, LLC 0.04% Reduce -0.0% 4,798 $476K
Wedbush Securities Inc. 0.02% Add +4.7% 4,781 $475K
Excalibur Management Corp. 0.20% Add +0.5% 4,756 $472K
Moody National Bank Trust Division 0.04% Add +0.4% 4,751 $472K
Choate Investment Advisors 0.01% Reduce -16.4% 4,749 $471K
Prime Capital Investment Advisors, LLC 0.01% Add +5.0% 4,748 $471K
Signaturefd, LLC 0.01% Add +0.2% 4,729 $469K
Caldwell Trust Co 0.05% Reduce -3.1% 4,727 $469K
iSAM Funds (UK) Ltd 0.27% Reduce -66.7% 4,717 $468K
Bar Harbor Wealth Management 0.03% Reduce -6.0% 4,686 $465K
Sovereign Financial Group, Inc. 0.12% Add +0.3% 4,675 $464K
Moors & Cabot, Inc. 0.02% Reduce -18.8% 4,615 $458K
Shayne & Jacobs, LLC 0.12% No change 4,601 $457K
Townsquare Capital LLC 0.01% Add +7.0% 4,584 $455K
Core Wealth Partners LLC 0.34% No change 4,570 $454K
Geller Advisors LLC 0.04% Add +3.7% 4,568 $453K
Pinnacle Financial Partners Inc 0.01% Add +74.3% 4,558 $452K
HBK Sorce Advisory LLC 0.02% Add +21.2% 4,552 $452K
Beck Mack & Oliver LLC 0.01% No change 4,547 $451K
Valeo Financial Advisors, LLC 0.02% Reduce -1.1% 4,827 $451K
1ST Source Bank 0.03% No change 4,530 $450K
Busey Bank 0.02% Reduce -6.9% 4,528 $449K
AustralianSuper Pty Ltd 0.00% No change 4,557 $449K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.5% 4,486 $445K
EP Wealth Advisors, LLC 0.01% Add +1.1% 4,477 $444K
Allworth Financial LP 0.00% Add +11.3% 4,459 $443K
SVB Wealth LLC 0.01% Reduce -6.0% 4,457 $442K
Radnor Capital Management, LLC 0.08% Add +83.5% 4,447 $441K
Wilmington Savings Fund Society, FSB 0.02% — 4,442 $441K
Exencial Wealth Advisors, LLC 0.02% Reduce -0.5% 4,442 $441K
Paloma Partners Management Co 0.09% Reduce -23.4% 4,439 $441K
Forte Capital LLC 0.05% Reduce -19.9% 4,430 $440K
Bokf, NA 0.01% Add +0.2% 4,428 $436K
Wealthspire Advisors, LLC 0.01% Reduce -0.3% 4,388 $436K
Siemens Fonds Invest GmbH 0.03% Reduce -5.4% 4,328 $430K
Pointe Capital Management LLC 0.26% No change 4,326 $429K
Westpac Banking Corp. 0.03% Reduce -1.3% 4,306 $427K
Supplemental Annuity Collective Trust of NJ 0.13% No change 4,300 $427K
Drexel Morgan & Co. 0.09% No change 4,288 $426K
Cigna Investments Inc. 0.08% No change 4,286 $425K
Dover Advisors, LLC 0.29% Add +8.9% 4,261 $423K
Waldron Private Wealth LLC 0.02% Add +0.9% 4,260 $423K
Everett Harris & Co. 0.01% No change 4,219 $419K
Boston Trust Walden Corp 0.00% No change 4,198 $417K
Tucker Asset Management LLC 0.10% No change 4,180 $415K
Trust Point Inc. 0.03% Reduce -18.9% 4,156 $413K
Schnieders Capital Management LLC 0.09% No change 4,144 $411K
Shakespeare Wealth Management, LLC 0.12% No change 4,142 $411K
Clearstead Advisors, LLC 0.02% Reduce -6.5% 4,224 $408K
Kraematon Investment Advisors, Inc. 0.41% Reduce -3.5% 4,094 $406K
Fiduciary Group, LLC 0.04% Add +3.2% 4,086 $406K
IHT Wealth Management, LLC 0.02% Add +0.4% 4,077 $405K
Aigen Investment Management, LP 0.09% New 4,067 $404K
Boothbay Fund Management, LLC 0.01% Reduce -33.5% 4,066 $404K
Atwood & Palmer Inc. 0.03% No change 4,025 $400K
Kenora Financial, LLC 0.17% Reduce -1.5% 4,008 $398K
Intrua Financial, LLC 0.06% Add +6.7% 3,990 $396K
Graypoint LLC 0.03% Reduce -0.6% 3,987 $396K
Sigma Planning Corp 0.01% Add +30.1% 3,983 $395K
Flputnam Investment Management Co. 0.01% Add +0.7% 3,974 $395K
Aberdeen Wealth Management LLC 0.23% No change 3,974 $394K
Rothschild Investment LLC 0.03% Add +1.6% 3,930 $390K
First Western Trust Bank 0.02% Reduce -0.9% 3,900 $387K
Larson Financial Group LLC 0.03% Add +121.2% 3,877 $385K
Patten & Patten Inc. 0.03% No change 3,843 $381K
Dynamic Advisor Solutions LLC 0.01% Add +4.7% 3,824 $380K
Chemung Canal Trust Co. 0.07% Add +0.9% 3,815 $379K
GYL Financial Synergies, LLC 0.03% Reduce -0.3% 3,812 $378K
Blueshift Asset Management, LLC 0.20% New 3,784 $376K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -5.4% 3,776 $375K
Robinson Smith Wealth Advisors LLC 0.36% No change 3,776 $375K
Foster & Motley Inc. 0.03% No change 3,770 $374K
QSV Equity Investors LLC 0.36% New 3,767 $374K
GAMCO Investors 0.00% Reduce -2.6% 3,746 $372K
CX Institutional 0.02% Reduce -1.1% 3,726 $370K
Financial Advisory Group 0.07% No change 3,711 $368K
Quadrant Capital Group LLC 0.03% Reduce -0.5% 3,689 $366K
Bragg Financial Advisors, Inc 0.02% No change 3,683 $366K
City Holding Co. 0.05% Reduce -9.1% 3,668 $364K
Kintegral Advisory, LLC 0.04% Reduce -0.3% 3,634 $361K
First Citizens Bank & Trust Co. 0.01% Add +54.1% 3,630 $360K
Grey Ledge Advisors, LLC 0.10% Add +10.2% 3,584 $356K
Northwest Bancshares, Inc. 0.06% No change 3,581 $355K
First Affirmative Financial Network 0.26% Reduce -3.3% 3,576 $355K
Azimuth Capital Investment Management LLC 0.01% Reduce -5.3% 3,567 $354K
Bell Investment Advisors, Inc 0.07% No change 3,547 $352K
Fruth Investment Management 0.09% No change 3,553 $352K
Fidelis Capital Partners, LLC 0.05% Add +6.0% 3,544 $352K
WASHINGTON TRUST Co 0.01% Reduce -1.6% 3,538 $351K
First Foundation Advisors 0.01% Add +1.2% 3,536 $351K
GHP Investment Advisors, Inc. 0.02% Reduce -7.9% 3,535 $351K
Symmetry Partners, LLC 0.03% No change 3,524 $350K
Fortune Financial Advisors, LLC 0.22% Add +0.4% 3,523 $350K
Americana Partners, LLC 0.03% No change 3,477 $345K
First Horizon Advisors, Inc. 0.01% Add +8.7% 3,469 $344K
Tower Bridge Advisors 0.04% Reduce -30.3% 3,458 $343K
NTV Asset Management LLC 0.05% Add +1.8% 3,448 $342K
AlTi Global, Inc. 0.01% New 3,444 $342K
Boyd Watterson Asset Management LLC 0.12% Add +5.3% 3,427 $340K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +1.4% 3,423 $340K
Addison Advisors LLC 0.12% Reduce -1.5% 3,421 $340K
Bard Financial Services, Inc. 0.04% No change 3,420 $340K
Country Club Bank 0.02% Reduce -7.0% 3,415 $339K
PFG Investments, LLC 0.02% New 3,404 $338K
Farmers National Bank 0.10% No change 3,395 $337K
NewEdge Wealth, LLC 0.01% Reduce -3.7% 3,661 $336K
Telos Capital Management, Inc. 0.04% Reduce -9.4% 3,384 $336K
Oak Thistle LLC 0.30% Reduce -82.0% 3,382 $336K
Stonebridge Capital Advisors LLC 0.03% New 3,343 $332K
Defined Wealth Management, LLC 0.24% No change 3,337 $331K
McDonald Partners LLC 0.09% Reduce -4.0% 3,323 $330K
Flagship Harbor Advisors, LLC 0.02% Reduce -4.1% 3,312 $329K
Aptus Capital Advisors, LLC 0.01% Add +20.6% 3,303 $328K
Resonant Capital Advisors, LLC 0.03% Add +2.0% 3,276 $325K
Morningstar Investment Services LLC 0.00% New 3,259 $325K
TCTC Holdings, LLC 0.01% Reduce -7.1% 3,253 $323K
Nomura Holdings Inc. 0.00% Reduce -93.7% 3,237 $321K
Donaldson Capital Management, LLC 0.01% Reduce -2.2% 3,227 $320K
KCM Investment Advisors LLC 0.01% Reduce -1.9% 3,227 $320K
BSW Wealth Partners 0.05% Add +38.9% 3,200 $318K
Advisory Services Network, LLC 0.01% Add +5.6% 3,193 $317K
Old National Bancorp 0.01% Reduce -35.4% 3,174 $315K
Institutional & Family Asset Management, LLC 0.05% No change 3,160 $314K
Tiemann Investment Advisors, LLC 0.14% Add +1.1% 3,134 $311K
Lowe Brockenbrough & Co. Inc. 0.02% New 3,124 $310K
Ramirez Asset Management, Inc. 0.06% No change 3,121 $310K
Enterprise Financial Services Corp 0.19% Reduce -9.7% 3,113 $309K
Ritholtz Wealth Management 0.01% Add +15.1% 3,112 $309K
Centaurus Financial, Inc. 0.02% Reduce -8.9% 3,052 $303K
Keynote Financial Services LLC 0.26% — 3,050 $303K
J. L. Bainbridge & Co., Inc. 0.03% Reduce -0.8% 3,035 $301K
St Germain D J Co. Inc. 0.01% Reduce -0.7% 3,031 $301K
Hilltop Holdings Inc. 0.03% Add +5.5% 3,020 $300K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.1% 3,016 $299K
Courier Capital LLC 0.02% Reduce -19.4% 3,015 $299K
Calydon Capital 0.06% Add +17.4% 3,074 $298K
General Partner, Inc. 0.19% No change 3,000 $298K
Bleichroeder LP 0.07% No change 3,000 $298K
St. Louis Trust Co 0.05% Reduce -8.4% 3,000 $298K
Systematic Financial Management LP 0.01% No change 3,000 $298K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,000 $298K
Riverwater Partners LLC 0.22% Reduce -1.1% 2,996 $297K
S.A. Mason LLC 0.18% Add +0.0% 2,990 $297K
Fielder Capital Group LLC 0.13% Add +1.0% 2,987 $297K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -1.4% 2,983 $296K
Members Trust Co 0.01% Reduce -13.9% 2,956 $293K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -6.7% 2,950 $293K
LCM Capital Management Inc 0.19% Reduce -0.1% 2,949 $293K
Douglas Lane & Associates, LLC 0.00% Reduce -7.5% 2,946 $292K
New England Capital Financial Advisors LLC 0.16% Add +0.2% 2,937 $292K
Campbell & CO Investment Adviser LLC 0.03% Reduce -40.1% 2,930 $291K
Webster Bank, N. A. 0.03% Reduce -5.6% 2,921 $290K
Signature Wealth Management Partners, LLC 0.24% No change 2,910 $289K
SouthState Bank Corp 0.02% Reduce -10.3% 2,910 $289K
CreativeOne Wealth, LLC 0.01% New 2,904 $288K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -11.5% 2,890 $287K
Avity Investment Management Inc. 0.02% No change 2,882 $286K
Founders Financial Securities LLC 0.03% No change 2,878 $286K
Caprock Group, LLC 0.02% Reduce -38.6% 2,878 $286K
Forbes J M & Co. LLP 0.03% Reduce -4.1% 2,856 $284K
ZWJ Investment Counsel Inc. 0.01% New 2,854 $283K
Ancora Advisors LLC 0.01% Add +0.0% 2,844 $282K
Mitchell McLeod Pugh & Williams Inc. 0.07% Reduce -1.5% 2,809 $279K
Clarius Group, LLC 0.02% Reduce -10.1% 2,803 $278K
Sky Investment Group LLC 0.05% Reduce -5.1% 2,790 $277K
Spinnaker Trust 0.02% Reduce -8.0% 2,770 $275K
KOM Wealth Management Group, LLC 0.27% No change 2,765 $274K
Colonial Trust Co / SC 0.05% Reduce -4.9% 2,759 $274K
Great Valley Advisor Group, Inc. 0.01% Reduce -13.6% 2,753 $273K
Sentinel Trust Co. Lba 0.04% No change 2,750 $273K
InterOcean Capital Group, LLC 0.01% Reduce -0.6% 2,725 $271K
Essex Bank 0.08% No change 2,997 $268K
First City Capital Management, Inc. 0.15% Reduce -33.7% 2,700 $268K
Premier Path Wealth Partners, LLC 0.05% Add +1.5% 2,697 $268K
GAMMA Investing LLC 0.05% Add +30.4% 2,695 $268K
Court Place Advisors, LLC 0.09% Reduce -6.4% 2,686 $267K
Shelton Capital Management 0.01% Reduce -3.6% 2,685 $267K
CHICAGO TRUST Co NA 0.06% Add +0.9% 2,683 $266K
9258 Wealth Management, LLC 0.04% No change 2,679 $266K
Fort, L.P. 0.66% Reduce -8.7% 2,666 $265K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -0.8% 2,748 $265K
First National Trust Co 0.01% Reduce -2.6% 2,657 $264K
Sapient Capital LLC 0.01% Reduce -0.3% 2,655 $264K
Bellecapital International Ltd. 0.06% No change 2,624 $260K
MSH Capital Advisors LLC 0.09% Reduce -1.6% 2,615 $260K
Anchor Investment Management, LLC 0.03% No change 2,615 $260K
Laurel Wealth Advisors LLC 0.04% No change 2,592 $257K
Brookstone Capital Management 0.00% New 2,587 $257K
LGT Group Foundation 0.01% Reduce -40.1% 2,585 $257K
Forum Financial Management, LP 0.00% Reduce -14.8% 2,575 $256K
Lake Street Advisors Group, LLC 0.01% Add +5.3% 2,566 $255K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.2% 2,562 $254K
Equitable Holdings, Inc. 0.00% Reduce -9.5% 2,553 $253K
Rehmann Capital Advisory Group 0.02% New 2,550 $253K
Hancock Whitney Corp. 0.01% Add +4.5% 2,549 $253K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -0.0% 2,542 $252K
Founders Capital Management, LLC 0.05% Add +3.1% 2,525 $251K
Aveo Capital Partners, LLC 0.03% Add +0.6% 2,720 $251K
Sterling Financial Planning, Inc. 0.10% No change 2,500 $248K
Aprio Wealth Management, LLC 0.05% New 2,496 $248K
Northeast Investment Management 0.01% No change 2,495 $248K
Cobblestone Capital Advisors LLC 0.02% Add +8.8% 2,473 $245K
Howland Capital Management LLC 0.01% Reduce -2.6% 2,469 $245K
Great Lakes Advisors, LLC 0.00% Reduce -1.1% 2,461 $244K
Wescott Financial Advisory Group, LLC 0.03% Add +0.1% 2,460 $244K
Mission Wealth Management, LP 0.01% Add +6.6% 2,457 $244K
LMCG Investments, LLC 0.01% Reduce -18.2% 2,456 $244K
Brighton Jones LLC 0.01% Reduce -6.3% 2,456 $244K
Dark Forest Capital Management LP 0.04% Reduce -50.1% 2,450 $243K
Farmers Trust Co. 0.05% No change 2,450 $243K
Gratus Capital, LLC 0.01% No change 2,446 $243K
Dorsey & Whitney Trust CO LLC 0.02% Add +3.4% 2,444 $243K
Colonial Trust Advisors 0.02% Add +0.9% 2,443 $243K
Prospera Financial Services Inc 0.01% Reduce -7.9% 2,439 $242K
Tritonpoint Wealth, LLC 0.03% Add +4.1% 2,869 $242K
Cubist Systematic Strategies, LLC 0.00% Reduce -88.6% 2,431 $241K
Manning & Napier Group, LLC 0.00% No change 2,424 $240K
Advisory Alpha, LLC 0.01% Add +0.3% 2,416 $240K
Montis Financial, LLC 0.11% Reduce -2.6% 2,408 $239K
Charter Oak Capital Management, LLC 0.03% Reduce -0.9% 2,402 $238K
Callan Capital, LLC 0.02% Reduce -0.4% 2,390 $237K
Capstone Investment Advisors, LLC 0.01% New 2,386 $237K
Advisor OS, LLC 0.03% Add +1.4% 2,384 $237K
Avior Wealth Management, LLC 0.01% Add +388.9% 2,381 $236K
Crestwood Advisors Group, LLC 0.01% Add +6.1% 2,377 $236K
Atlas Private Wealth Management, LLC 0.10% Add +0.2% 2,371 $235K
Asset Dedication, LLC 0.02% Add +0.0% 2,341 $235K
Greenwood Gearhart LLC 0.02% Reduce -1.2% 2,347 $233K
Sentry LLC 0.04% No change 2,341 $232K
EverSource Wealth Advisors, LLC 0.02% Reduce -2.5% 2,538 $232K
Capital Planning Advisors, LLC 0.04% Add +0.5% 2,328 $231K
Optimum Investment Advisors 0.11% No change 2,325 $231K
Sabal Trust CO 0.01% No change 2,303 $229K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -22.0% 2,300 $228K
Washington Trust Advisors, Inc. 0.02% Reduce -16.4% 2,300 $228K
Adirondack Trust Co. 0.09% No change 2,283 $227K
Nebula Research & Development LLC 0.05% Reduce -74.0% 2,265 $225K
Naples Global Advisors, LLC 0.02% No change 2,265 $225K
AJ Advisors, LLC 0.12% Add +0.4% 2,255 $224K
Hartline Investment Corp./ 0.04% New 2,252 $224K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 2,252 $224K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -4.4% 2,219 $220K
Tyche Wealth Partners LLC 0.05% Reduce -2.2% 2,205 $219K
Procyon Advisors, LLC 0.02% New 2,189 $217K
DF Dent & Co. Inc. 0.00% Reduce -3.4% 2,184 $217K
North Star Investment Management Corp. 0.02% Add +37.3% 2,181 $217K
Manchester Capital Management LLC 0.03% Add +0.2% 2,165 $215K
Institute for Wealth Management, LLC. 0.03% Reduce -7.4% 2,165 $215K
Leavell Investment Management, Inc. 0.01% New 2,157 $214K
Pavion Blue Capital, LLC 0.11% New 2,151 $214K
Financial Counselors Inc. 0.00% New 2,131 $212K
Coldstream Capital Management Inc. 0.01% New 2,128 $211K
Bennett Selby Investments LP 0.10% New 2,124 $211K
Integrated Advisors Network LLC 0.01% New 2,121 $211K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -11.0% 2,112 $210K
Nicolet Advisory Services, LLC 0.02% New 2,112 $209K
Wellington Shields & Co., LLC 0.07% Add +9.9% 2,103 $209K
Hall Capital Management Co. Inc. 0.10% New 2,100 $208K
SeaCrest Wealth Management, LLC 0.03% Reduce -53.1% 2,096 $208K
FourThought Financial Partners, LLC 0.02% New 2,095 $208K
US Financial Advisors, LLC 0.07% New 2,094 $208K
Arrow Financial Corp 0.02% Reduce -0.8% 2,092 $208K
Haverford Trust Co 0.00% New 2,076 $206K
Conning Inc. 0.01% New 2,055 $204K
State of Wyoming 0.03% Reduce -16.2% 2,044 $203K
Focus Partners Advisor Solutions, LLC 0.01% New 2,037 $202K
Childress Capital Advisors, LLC 0.06% New 2,020 $201K
Mango Five Family, Inc. 0.07% No change 2,019 $200K
Savoie Capital LLC 0.03% New 2,019 $200K
nVerses Capital, LLC 0.48% New 2,000 $199K
Harbour Investments, Inc. 0.01% Add +21.8% 1,958 $194K
Penserra Capital Management LLC 0.00% Reduce -48.1% 1,931 $191K
MassMutual Private Wealth & Trust, FSB 0.01% Add +7.1% 1,867 $185K
Grove Bank & Trust 0.03% No change 1,843 $183K
Mather Group, Llc. 0.00% New 2,031 $182K
Broadwater Capital Management LLC 0.14% No change 1,822 $181K
Carmichael Hill & Associates, Inc. 0.07% Reduce -2.7% 1,807 $179K
Smithfield Trust Co 0.01% No change 1,811 $179K
BKM Wealth Management, LLC 0.07% Reduce -2.8% 1,754 $174K
Concourse Financial Group Securities, Inc. 0.01% Reduce -4.6% 1,699 $169K
First Financial Corp. 0.09% Reduce -11.2% 1,699 $169K
Deseret Mutual Benefit Administrators 0.08% Add +2.2% 1,680 $167K
Harbor Investment Advisory, LLC 0.02% Reduce -4.6% 1,655 $164K
Citizens National Bank Trust Department 0.04% No change 1,625 $161K
Bank of New Hampshire 0.04% No change 1,565 $155K
IFP Advisors, Inc 0.01% Reduce -6.5% 1,537 $153K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -2.1% 1,505 $149K
GeoWealth Management, LLC 0.01% New 1,444 $143K
Acropolis Investment Management, LLC 0.01% Reduce -1.8% 1,439 $143K
Global Retirement Partners, LLC 0.01% Add +17.5% 1,410 $140K
Catalyst Funds Management Pty Ltd 0.04% — 1,400 $139K
Caldwell Sutter Capital, Inc. 0.07% No change 1,366 $136K
Quent Capital, LLC 0.02% Add +7.7% 1,358 $135K
AllSquare Wealth Management LLC 0.08% No change 1,350 $134K
Crewe Advisors LLC 0.02% New 1,319 $131K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,318 $131K
Steph & Co. 0.04% No change 1,261 $125K
Logan Capital Management Inc. 0.01% Reduce -46.6% 1,205 $120K
Alta Advisers Ltd 0.06% No change 1,200 $119K
Fernwood Investment Management, LLC 0.03% New 1,185 $118K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 1,181 $117K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,177 $117K
Bangor Savings Bank 0.01% Reduce -21.7% 1,174 $117K
Estabrook Capital Management 0.02% Reduce -9.5% 1,146 $114K
Hazlett, Burt & Watson, Inc. 0.07% Add +0.1% 1,135 $112K
Geneos Wealth Management Inc. 0.01% Add +1.6% 1,126 $112K
Farther Finance Advisors, LLC 0.01% Reduce -45.1% 1,109 $109K
Covestor Ltd 0.07% Add +7.9% 1,090 $108K
Ulland Investment Advisors, LLC 0.09% No change 1,071 $106K
Kessler Investment Group, LLC 0.07% Reduce -9.6% 1,059 $105K
City State Bank 0.05% Reduce -3.1% 1,048 $104K
Cherry Tree Wealth Management, LLC 0.03% No change 1,029 $102K
Gen-Wealth Partners Inc 0.05% — 1,025 $102K
Clearstead Trust, LLC 0.03% Add +15.3% 1,018 $101K
FinTrust Capital Advisors, LLC 0.02% Add +2.0% 998 $99K
Spire Wealth Management 0.00% Add +6.4% 992 $98K
SYSTM Wealth Solutions LLC 0.01% Reduce -48.0% 987 $98K
Eagle Bay Advisors LLC 0.06% Add +3.7% 971 $96K
MV Capital Management, Inc. 0.01% Reduce -3.4% 963 $96K
Parkside Financial Bank & Trust 0.02% Add +1.3% 955 $95K
Creative Capital Management Investments LLC 0.05% No change 947 $94K
Hanson & Doremus Investment Management 0.02% No change 947 $94K
Jones Financial Companies LLLP 0.00% Add +912.9% 942 $94K
JFS Wealth Advisors, LLC 0.01% Add +6.4% 934 $93K
CVA Family Office, LLC 0.02% Add +0.5% 927 $92K
FRG Family Wealth Advisors LLC 0.02% New 995 $91K
Independence Bank of Kentucky 0.03% No change 901 $89K
Walleye Trading LLC 0.00% Reduce -96.9% 891 $88K
Evermay Wealth Management LLC 0.01% Add +5.6% 872 $87K
Piscataqua Savings Bank 0.08% No change 857 $85K
Leonteq Securities AG 0.01% Reduce -6.1% 845 $84K
Mark Sheptoff Financial Planning, LLC 0.05% No change 833 $83K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $82K
Baldwin Wealth Partners LLC 0.01% Reduce -17.5% 825 $82K
Center for Financial Planning, Inc. 0.01% No change 820 $81K
RFP Financial Group LLC 0.03% No change 800 $79K
Navera Investment Management Ltd. 0.00% Reduce -80.2% 800 $79K
Quarry LP 0.03% Add +20.2% 797 $79K
Park Place Capital Corp 0.03% Reduce -48.8% 786 $78K
CoreCap Advisors, LLC 0.00% New 767 $76K
First United Bank & Trust 0.03% No change 757 $75K
Pacifica Partners Inc. 0.03% No change 741 $73K
Capital Analysts, LLC 0.00% Add +0.7% 735 $73K
Cassady Schiller Wealth Management, LLC 0.03% No change 732 $73K
Carolinas Wealth Consulting LLC 0.01% Reduce -81.6% 729 $72K
Johnson Financial Group, Inc. 0.00% Reduce -69.4% 729 $72K
M&R Capital Management Inc. 0.02% Reduce -6.5% 723 $72K
Bellevue Asset Management, LLC 0.04% No change 716 $71K
POM Investment Strategies, LLC 0.06% No change 712 $71K
OAKMONT Corp 0.02% No change 705 $70K
Old Second National Bank of Aurora 0.02% No change 700 $69K
Hoertkorn Richard Charles 0.03% No change 682 $68K
First Community Trust NA 0.06% No change 675 $67K
Vima LLC 0.08% Add +29.4% 783 $66K
Acima Private Wealth, LLC 0.02% No change 650 $65K
Blue Trust, Inc. 0.00% Reduce -58.6% 630 $63K
Legacy Bridge, LLC 0.04% No change 625 $62K
CoreFirst Bank & Trust 0.04% Reduce -1.6% 623 $62K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -3.8% 612 $61K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.5% 610 $61K
Cypress Capital Management LLC (WY) 0.07% No change 600 $60K
Monetary Management Group Inc. 0.02% No change 596 $59K
Ransom Advisory, Ltd 0.03% — 586 $58K
Key Financial Inc 0.01% No change 585 $58K
Register Financial Advisors LLC 0.03% New 580 $58K
Gables Capital Management Inc. 0.03% No change 575 $57K
Wellington Shields Capital Management, LLC 0.01% No change 566 $56K
Exchange Traded Concepts, LLC 0.00% Add +327.5% 560 $56K
Compagnie Lombard Odier SCmA 0.00% Reduce -89.9% 560 $56K
JNBA Financial Advisors 0.01% No change 553 $55K
Mascoma Wealth Management LLC 0.02% Reduce -8.3% 550 $55K
Hilltop National Bank 0.02% — 533 $53K
Beacon Capital Management, LLC 0.01% Reduce -7.5% 516 $51K
Optiver Holding B.V. 0.00% New 506 $50K
Missouri Trust & Investment Co 0.02% Reduce -33.6% 495 $49K
First Command Advisory Services, Inc. 0.00% Add +10.5% 495 $49K
Resources Management Corp. /CT/ 0.01% Add +10.3% 491 $49K
Capital Advisors, Ltd. LLC 0.01% Reduce -8.1% 478 $47K
Indiana Trust & Investment Management Co 0.02% No change 440 $44K
Pinnacle Bancorp, Inc. 0.01% Reduce -15.2% 437 $43K
Union Savings Bank 0.02% No change 436 $43K
CNB Bank 0.02% No change 429 $43K
Arax Advisory Partners 0.00% Add +1.4% 425 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +107.8% 424 $42K
Motco 0.00% Add +13.7% 416 $41K
Northwest Investment Counselors, LLC 0.01% New 405 $40K
Accent Capital Management, LLC 0.03% No change 400 $40K
Community Bank, N.A. 0.01% No change 400 $40K
TFC Financial Management, Inc. 0.01% Add +0.5% 399 $40K
Sugarloaf Wealth Management, LLC 0.01% Reduce -2.7% 398 $40K
Chesapeake Asset Management LLC 0.04% No change 397 $39K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 394 $39K
Harvest Fund Management Co., Ltd 0.00% No change 393 $39K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 389 $39K
Orion Capital Management LLC 0.02% No change 375 $37K
Janiczek Wealth Management, LLC 0.01% No change 370 $37K
Continuum Advisory, LLC 0.01% New 378 $36K
Cornerstone Planning Group LLC 0.01% Reduce -20.5% 384 $35K
Paladin Advisory Group, LLC 0.03% Reduce -13.3% 353 $35K
Truvestments Capital LLC 0.01% No change 350 $35K
Bray Capital Advisors 0.01% No change 350 $35K
Smartleaf Asset Management LLC 0.01% Add +221.5% 344 $34K
Prestige Wealth Management Group LLC 0.01% Reduce -10.6% 345 $34K
Laffer Tengler Investments, Inc. 0.01% No change 335 $33K
Norwood Financial Corp 0.05% No change 335 $33K
Atticus Wealth Management, LLC 0.01% No change 324 $32K
Oakworth Capital, Inc. 0.00% Reduce -22.1% 324 $32K
Duncker Streett & Co. Inc. 0.01% Reduce -13.5% 320 $32K
Intelligent Financial Strategies 0.02% No change 316 $31K
Criterion Capital Advisors, LLC 0.02% Reduce -42.9% 314 $31K
Hantz Financial Services, Inc. 0.00% Reduce -15.7% 317 $31K
LifeSteps Financial, Inc. 0.02% New 311 $31K
Cetera Trust Company, N.A 0.02% No change 300 $30K
United Community Bank 0.01% No change 300 $30K
Retirement Group, LLC 0.01% Add +483.3% 105 $29K
Nemes Rush Group LLC 0.00% No change 291 $29K
American Capital Advisory, LLC 0.02% No change 336 $28K
Benjamin F. Edwards & Company, Inc. 0.00% No change 275 $27K
SJS Investment Consulting Inc. 0.01% Add +0.4% 270 $27K
Kelly Financial Services LLC 0.01% Add +0.4% 267 $27K
Castleview Partners, LLC 0.01% Add +0.4% 266 $26K
Costello Asset Management, INC 0.02% No change 262 $26K
Front Row Advisors LLC 0.01% Add +217.5% 254 $25K
Altshuler Shaham Ltd 0.00% New 254 $25K
Plante Moran Financial Advisors, LLC 0.00% Add +42.6% 251 $25K
Towne Trust Company, N.A 0.01% No change 250 $25K
Concord Wealth Partners 0.00% Add +5.9% 250 $25K
Osterweis Capital Management Inc. 0.00% No change 250 $25K
Archer Investment Corp 0.01% Reduce -8.0% 242 $24K
Central Pacific Bank - Trust Division 0.00% — 235 $23K
West Branch Capital LLC 0.01% No change 232 $23K
Lanark Financial, Inc. 0.00% Reduce -37.8% 235 $23K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 230 $23K
DT Investment Partners, LLC 0.00% No change 227 $23K
Armstrong Advisory Group, Inc. 0.00% No change 247 $22K
Venturi Wealth Management, LLC 0.00% Add +44.2% 222 $22K
McClarren Financial Advisors, Inc. 0.02% No change 217 $22K
Tompkins Financial Corp. 0.00% No change 217 $22K
Birchbrook, Inc. 0.01% No change 212 $21K
Glen Eagle Advisors, LLC 0.00% No change 208 $21K
Palisade Asset Management, LLC 0.00% New 206 $20K
Strengthening Families & Communities, LLC 0.01% No change 197 $20K
Barrett & Company, Inc. 0.01% No change 200 $20K
Riggs Asset Managment Co. Inc. 0.01% No change 199 $20K
Red Tortoise LLC 0.01% No change 198 $20K
Highlander Capital Management, LLC 0.01% No change 196 $19K
Hexagon Capital Partners LLC 0.00% Reduce -22.6% 192 $19K
Rosenberg Matthew Hamilton 0.01% No change 188 $19K
Financial Perspectives, Inc 0.01% No change 180 $18K
AdvisorNet Financial, Inc 0.00% Reduce -47.6% 178 $18K
Cedar Mountain Advisors, LLC 0.00% No change 172 $17K
West Oak Capital, LLC 0.01% No change 175 $17K
MCF Advisors LLC 0.00% No change 171 $17K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $17K
Clean Yield Group 0.01% No change 164 $16K
Versant Capital Management, Inc 0.00% No change 164 $16K
Rise Advisors, LLC 0.01% Add +2214.3% 162 $16K
Sound Income Strategies, LLC 0.00% Reduce -1.8% 162 $16K
Tsfg, LLC 0.00% No change 163 $16K
GW&K Investment Management, LLC 0.00% Reduce -0.6% 163 $16K
Wetzel Investment Advisors, Inc. 0.01% Add +1.2% 164 $16K
Annapolis Financial Services, LLC 0.00% No change 150 $15K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $15K
FSC Wealth Advisors, LLC 0.01% No change 144 $14K
Financial Management Professionals, Inc. 0.00% Add +10.7% 145 $14K
Core Alternative Capital 0.00% Reduce -49.5% 139 $14K
Creative Financial Designs Inc. 0.00% Reduce -18.1% 136 $13K
New Covenant Trust Company, N.A. 0.01% — 133 $13K
Tortoise Investment Management, LLC 0.00% No change 125 $12K
PrairieView Partners, LLC 0.00% No change 113 $12K
MidAtlantic Capital Management, Inc. 0.01% No change 120 $12K
Sittner & Nelson, LLC 0.01% No change 118 $12K
Raelipskie Partnership 0.01% No change 114 $11K
CGC Financial Services, LLC 0.01% No change 110 $11K
Sachetta, LLC 0.01% No change 121 $11K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 107 $11K
Transcendent Capital Group LLC 0.01% New 106 $11K
Private Wealth Management Group, LLC 0.00% No change 105 $10K
Gradient Investments LLC 0.00% Reduce -71.3% 104 $10K
1832 Asset Management L.P. 0.00% No change 104 $10K
DecisionPoint Financial, LLC 0.00% No change 110 $10K
First PREMIER Bank 0.00% No change 100 $10K
CKW Financial Group 0.00% Reduce -74.6% 102 $10K
First Personal Financial Services 0.00% No change 100 $10K
Aspire Private Capital, LLC 0.00% Add +11.6% 96 $10K
Raleigh Capital Management Inc. 0.00% Add +171.4% 95 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 94 $9K
Kiely Wealth Advisory Group, Inc. 0.01% No change 100 $9K
Bruce G. Allen Investments, LLC 0.01% Add +2.2% 93 $9K
Hall Laurie J Trustee 0.00% No change 92 $9K
Tyler-Stone Wealth Management 0.00% No change 86 $9K
Frazier Financial Advisors, LLC 0.01% No change 80 $8K
Richard W. Paul & Associates, LLC 0.00% No change 78 $8K
Abound Wealth Management 0.00% No change 77 $8K
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 75 $7K
ORG Partners LLC 0.01% New 75 $7K
Meeder Asset Management Inc. 0.00% New 74 $7K
Breakwater Investment Management 0.00% — 72 $7K
Valley National Advisers Inc. 0.00% Add +15.4% 75 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 70 $7K
Provenance Wealth Advisors, LLC 0.00% No change 70 $7K
Pflug Koory, LLC 0.00% No change 84 $7K
Raffa Wealth Management, LLC 0.00% No change 69 $7K
Thompson Investment Management, Inc. 0.00% No change 67 $7K
Main Street Group, LTD 0.00% No change 65 $6K
Creekmur Asset Management LLC 0.00% No change 63 $6K
WR Wealth Planners, LLC 0.00% New 63 $6K
Salomon & Ludwin, LLC 0.00% Reduce -22.2% 63 $6K
Syntax Research, Inc. 0.00% No change 59 $6K
Central Bank & Trust Co. 0.00% New 58 $6K
Tower View Wealth Management LLC 0.00% No change 58 $6K
FSA Wealth Management LLC 0.00% No change 57 $6K
Fortitude Family Office, LLC 0.00% No change 55 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 55 $5K
Granite FO LLC 0.00% No change 57 $5K
Gilliland Jeter Wealth Management LLC 0.00% New 52 $5K
Sunbelt Securities, Inc. 0.00% No change 52 $5K
Avion Wealth 0.00% No change 50 $5K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 55 $5K
Lummis Asset Management, LP 0.01% No change 50 $5K
NFSG Corp 0.00% Reduce -46.8% 50 $5K
Westside Investment Management, Inc. 0.00% Reduce -66.7% 50 $5K
Bfsg, LLC 0.00% New 50 $5K
Dixon Mitchell Investment Counsel Inc. 0.00% New 50 $5K
Peoples Financial Services Corp. 0.00% No change 50 $5K
Hoey Investments, Inc. 0.00% No change 46 $5K
Toth Financial Advisory Corp. 0.00% No change 45 $4K
McIlrath & Eck, LLC 0.00% No change 45 $4K
Financial Gravity Asset Management, Inc. 0.00% Reduce -80.0% 48 $4K
SOA Wealth Advisors, LLC. 0.00% No change 40 $4K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 38 $4K
Cranbrook Wealth Management, LLC 0.00% No change 37 $4K
Dunhill Financial, LLC 0.00% Add +18.5% 32 $3K
Assetmark, Inc. 0.00% Reduce -91.1% 31 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 29 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 28 $3K
Financial Freedom, LLC 0.00% No change 27 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $3K
PFS Partners, LLC 0.00% No change 26 $3K
Pacific Center for Financial Services 0.00% No change 25 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.0% 24 $2K
Clear Point Advisors Inc. 0.00% No change 24 $2K
TD Capital Management LLC 0.00% Add +20.0% 24 $2K
Twin Lakes Capital Management, LLC 0.00% No change 23 $2K
Aspect Partners, LLC 0.00% Add +15.0% 23 $2K
Northwest Capital Management Inc 0.00% No change 23 $2K
Summit Securities Group LLC 0.00% Add +1900.0% 20 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 23 $2K
Redmont Wealth Advisors LLC 0.00% New 19 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
GoalVest Advisory LLC 0.00% New 18 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
Planning Capital Management Corp 0.00% Reduce -74.6% 17 $2K
Spectrum Wealth Counsel, LLC 0.00% New 16 $2K
Dogwood Wealth Management LLC 0.00% No change 15 $2K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
Chilton Capital Management LLC 0.00% No change 15 $1K
West Paces Advisors Inc. 0.00% Reduce -54.8% 14 $1K
Bogart Wealth, LLC 0.00% Reduce -78.5% 14 $1K
Atlas Capital Advisors Inc. 0.00% Reduce -99.0% 14 $1K
Guardian Wealth Management, Inc. 0.00% No change 13 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
Partnership Wealth Management, LLC 0.00% No change 12 $1K
Global Trust Asset Management, LLC 0.00% No change 11 $1K
Nvwm, LLC 0.00% New 10 $993
True Wealth Design, LLC 0.00% Reduce -72.7% 9 $894
Iron Horse Wealth Management, LLC 0.00% New 9 $893
Fairman Group, LLC 0.00% No change 8 $794
ClariVest Asset Management LLC 0.00% No change 6 $599
Jamison Private Wealth Management, Inc. 0.00% New 5 $497
MeadowBrook Investment Advisors LLC 0.00% No change 2 $199
Delos Wealth Advisors, LLC 0.00% Reduce -60.0% 2 $199
PSI Advisors, LLC 0.00% No change 2 $199
TFO Wealth Partners, LLC 0.00% No change 2 $199
HBC Financial Services, PLLC 0.00% No change 7 $0

"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.