Otis WorldwideOTIS

13F holders, Q2 2024 (June 30)
1,190holders −9
63new positions
72sold out
11famous investors
$96.25avg. 13F price*

At the end of Q2 2024, 1,190 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 9 from Q1 2024. 63 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock Inc. ($3.3B) and Alliancebernstein L.P. ($2.1B). 11 famous investors held it, including Terry Smith (2.4% of Fundsmith's portfolio), Jeremy Grantham (1.6% 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 → Q2 2024

InstitutionsTotal Value
New Positions63$70.5M
Exits72$261.8M

All 13F filers, Q1 2024 → Q2 2024: 22,097,901 shares bought and 17,326,143 shares sold, net +4,771,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,190 holders

Vanguard Group Inc. 0.08% Reduce -0.3% 45,086,610 $4.3B
BlackRock Inc. 0.08% Reduce -0.7% 34,512,064 $3.3B
Alliancebernstein L.P. 0.74% Add +1.6% 21,929,906 $2.1B
JPMorgan Chase & Co. 0.17% Add +78.5% 19,914,085 $1.9B
State Street Corp. 0.07% Add +2.1% 16,067,369 $1.5B
Morgan Stanley 0.09% Reduce -4.1% 12,438,785 $1.2B
Geode Capital Management, LLC 0.09% Add +1.4% 10,879,628 $1.0B
Massachusetts Financial Services Co. 0.24% Add +12.4% 8,247,918 $793.9M
Norges Bank 0.10% Add +4.0% 7,272,798 $700.1M
Fiera Capital Corp 2.09% Reduce -7.9% 7,019,748 $675.7M
Fundsmith 2.41% Reduce -2.5% 6,138,278 $590.9M
GMO 1.57% Add +4.4% 4,841,268 $466.0M
BLS Capital Fondsmaeglerselskab A/S 13.50% Reduce -7.5% 4,684,927 $451.0M
Franklin Resources Inc. 0.14% Add +74.5% 4,642,873 $446.9M
Northern Trust Corp. 0.07% Reduce -2.2% 4,291,811 $413.1M
Sarasin & Partners LLP 3.53% Add +27.2% 4,135,271 $398.1M
Invesco Ltd. 0.07% Reduce -2.4% 3,552,450 $342.0M
Bank of America Corp. 0.03% Reduce -3.2% 3,472,801 $334.3M
FMR LLC 0.02% Add +13.1% 3,434,830 $330.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.39% Add +4.9% 3,348,789 $322.4M
Wellington Management Group LLP 0.06% Add +10.2% 3,289,246 $316.6M
CIBC Private Wealth Group LLC 0.58% Reduce -1.4% 3,158,849 $307.7M
Bank of New York Mellon Corp 0.06% Reduce -11.8% 3,153,208 $303.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -1.6% 3,114,264 $299.8M
Legal & General Group Plc 0.08% Reduce -2.6% 2,986,818 $287.5M
Capital Research Global Investors 0.06% Reduce -21.1% 2,778,315 $267.4M
PineStone Asset Management Inc. 2.80% Add +46.2% 2,737,997 $263.6M
Schroder Investment Management Group 0.28% Add +15.1% 2,658,966 $256.0M
Dimensional Fund Advisors LP 0.06% Add +4.2% 2,523,091 $242.9M
Menora Mivtachim Holdings LTD. 1.61% Add +1.1% 2,462,529 $237.0M
USS Investment Management Ltd 1.79% Add +5.0% 2,315,953 $223.0M
Goldman Sachs Group Inc. 0.04% Reduce -12.8% 2,239,876 $215.6M
Charles Schwab Investment Management Inc. 0.04% Add +1.9% 2,238,250 $215.5M
London Co. of Virginia 1.20% Add +1.2% 2,209,771 $212.7M
Los Angeles Capital Management LLC 0.74% Reduce -7.3% 2,158,362 $207.8M
Boston Partners 0.24% Reduce -0.6% 2,007,420 $193.3M
OMERS ADMINISTRATION Corp 1.82% Reduce -15.5% 1,963,820 $189.0M
T. Rowe Price Associates Inc. 0.02% Reduce -13.7% 1,955,548 $188.2M
Primecap Management Co. 0.13% Reduce -3.8% 1,813,291 $174.5M
Fundsmith Investment Services LTD. 2.21% Add +4.4% 1,775,827 $170.9M
Guinness Asset Management LTD 3.51% Add +0.4% 1,769,761 $170.3M
Jennison Associates LLC 0.09% Add +10.5% 1,516,365 $146.0M
Voloridge Investment Management, LLC 0.53% Add +12.0% 1,483,971 $142.8M
Deutsche Bank AG 0.06% Add +1.8% 1,476,958 $142.2M
Jacobs Levy Equity Management, Inc. 0.58% Reduce -14.0% 1,469,399 $141.4M
Pictet Asset Management Holding SA 0.16% Reduce -6.9% 1,430,245 $137.7M
Clearbridge Investments, LLC 0.10% Add +1.0% 1,335,162 $128.5M
UBS Group AG 0.04% Add +37.5% 1,230,663 $118.5M
Swiss National Bank 0.08% Reduce -2.1% 1,200,443 $115.6M
Russell Investments Group, Ltd. 0.18% Reduce -10.9% 1,145,496 $110.2M
State of Wisconsin Investment Board 0.29% Reduce -35.7% 1,126,774 $108.5M
Aviva PLC 0.30% Add +11.7% 1,106,042 $106.5M
Fisher Asset Management 0.05% Add +2.3% 1,099,499 $105.8M
National Pension Service 0.12% Add +0.5% 1,069,714 $103.0M
Canoe Financial LP 1.87% No change 1,018,485 $101.1M
Lazard Freres Gestion S.A.S. 2.26% Add +0.3% 1,038,819 $97.9M
Fayez Sarofim & Co 0.26% Add +6.0% 1,012,715 $97.5M
Amundi 0.04% Reduce -28.0% 953,448 $92.0M
Barclays PLC 0.04% Reduce -22.4% 932,170 $89.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -7.7% 931,453 $89.7M
First Trust Advisors LP 0.09% Add +195.6% 926,359 $89.2M
HighTower Advisors, LLC 0.13% Reduce -2.7% 886,487 $85.3M
Nuveen Asset Management, LLC 0.02% Reduce -10.7% 881,563 $84.9M
Gates Capital Management, Inc. 2.48% Reduce -4.9% 853,948 $82.2M
Parnassus Investments, LLC 0.18% Reduce -7.9% 851,867 $82.0M
Brown Brothers Harriman & Co. 0.59% Add +2782.3% 815,179 $78.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% Add +30.0% 815,129 $78.5M
Neuberger Berman Group LLC 0.06% Reduce -1.2% 792,305 $76.3M
Rhumbline Advisers 0.07% Reduce -2.6% 780,383 $75.1M
Royal Bank of Canada 0.02% Reduce -20.2% 768,034 $73.9M
Voya Investment Management LLC 0.08% Add +7.1% 763,281 $73.5M
Macquarie Group Ltd. 0.08% Reduce -1.6% 737,601 $71.0M
California Public Employees Retirement System 0.05% Reduce -5.3% 697,178 $67.1M
Manufacturers Life Insurance Company, The 0.06% Reduce -27.7% 659,892 $63.5M
California State Teachers Retirement System 0.08% Add +0.8% 656,654 $63.2M
HSBC Holdings PLC 0.04% Reduce -20.4% 638,139 $61.4M
Wells Fargo & Company 0.02% Reduce -4.6% 635,975 $61.2M
Pinebridge Investments, L.P. 0.49% Reduce -17.3% 626,406 $60.3M
American Century Companies Inc. 0.04% Reduce -14.0% 623,176 $60.0M
CANADA LIFE ASSURANCE Co 0.11% Reduce -7.4% 609,436 $58.7M
HM Payson & Co. 0.99% Add +31.1% 566,837 $54.6M
Railway Pension Investments Ltd 0.65% Add +2.5% 563,900 $54.3M
Artisan Partners Limited Partnership 0.08% Reduce -0.7% 550,844 $53.0M
Victory Capital Management Inc. 0.05% Add +65.3% 527,337 $50.8M
Envestnet Asset Management Inc. 0.02% Add +0.2% 507,077 $48.8M
Federated Hermes, Inc. 0.11% Add +32.7% 473,024 $45.5M
State Board of Administration of Florida Retirement System 0.09% Reduce -1.0% 472,860 $45.5M
Principal Financial Group Inc. 0.03% Reduce -0.8% 464,783 $44.7M
Citigroup Inc. 0.04% Add +15.7% 460,871 $44.4M
Squarepoint Ops LLC 0.17% Reduce -47.6% 454,701 $43.8M
Rathbones Group PLC 0.24% Add +6.7% 454,207 $43.7M
PNC Financial Services Group, Inc. 0.03% Reduce -2.8% 449,725 $43.3M
Man Group plc 0.11% Reduce -44.4% 430,581 $41.4M
Comgest Global Investors S.A.S. 0.56% Reduce -13.7% 423,056 $40.7M
Bahl & Gaynor LLC 0.22% Add +3.5% 416,775 $40.1M
FIFTHDELTA Ltd 8.39% New 400,200 $38.5M
Bank of Montreal 0.01% Add +0.6% 381,356 $36.8M
Pensioenfonds Rail & Ov 2.74% Reduce -1.7% 379,699 $36.5M
J. Stern & Co. LLP 4.34% Add +18.8% 378,613 $36.4M
New York State Common Retirement Fund 0.05% Reduce -1.1% 364,787 $35.1M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -68.7% 341,793 $32.9M
New York State Teachers Retirement System 0.07% Reduce -2.4% 338,544 $32.6M
Storebrand Asset Management As 0.11% Add +26.6% 338,487 $32.6M
KBC Group NV 0.10% Reduce -11.9% 336,744 $32.4M
Ofi Invest Asset Management 0.86% Reduce -2.0% 359,670 $32.3M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -0.1% 310,144 $29.9M
J. Safra Sarasin Holding AG 0.52% — 295,396 $28.4M
Welch & Forbes LLC 0.38% Reduce -1.0% 293,039 $28.2M
Candriam S.C.A. 0.17% Add +1.0% 292,630 $28.2M
Natixis 0.18% Add +676.9% 291,277 $28.0M
Prio Wealth Limited Partnership 0.82% Reduce -9.3% 285,977 $27.5M
Ameriprise Financial Inc. 0.01% Reduce -1.4% 285,817 $27.5M
Prudential Financial Inc. 0.04% Reduce -26.9% 283,503 $27.3M
Canada Pension Plan Investment Board 0.03% Add +8.1% 273,972 $26.4M
Natixis Advisors, LLC 0.06% Add +23.1% 266,752 $25.7M
Quintet Private Bank (Europe) S.A. 1.48% Reduce -9.2% 233,529 $25.5M
Nippon Life Global Investors Americas, Inc. 1.10% Reduce -3.0% 260,760 $25.1M
Border to Coast Pensions Partnership Ltd 0.57% Reduce -3.4% 251,754 $24.2M
Factory Mutual Insurance Co. 0.27% Add +12.3% 244,000 $23.5M
Ensign Peak Advisors, Inc 0.04% Reduce -0.7% 243,012 $23.4M
Jane Street Group, LLC 0.03% Reduce -6.8% 242,814 $23.4M
Banque Pictet & Cie SA 0.24% Reduce -15.1% 242,585 $23.4M
Equitable Trust Co. 1.57% Reduce -2.7% 237,789 $22.9M
Millennium Management 0.02% Add +61.6% 228,455 $22.0M
AQR Capital Management 0.03% Add +16.9% 226,160 $21.7M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.6% 222,346 $21.4M
Danske Bank A/S 0.08% Reduce -10.8% 220,481 $21.2M
Swedbank AB 0.03% Reduce -0.4% 220,119 $21.2M
Handelsbanken Fonder AB 0.09% Add +3.3% 215,219 $20.7M
US Bancorp \de 0.03% Reduce -2.9% 212,772 $20.5M
B. Metzler seel. Sohn & Co. AG 0.20% Reduce -0.9% 211,411 $20.4M
Robeco Institutional Asset Management B.V. 0.04% Reduce -18.9% 208,532 $20.1M
Toronto Dominion Bank 0.03% Reduce -13.2% 205,836 $19.8M
DekaBank Deutsche Girozentrale 0.04% Add +26.3% 205,529 $19.7M
APG Asset Management N.V. 0.03% Add +54.6% 216,770 $19.5M
Public Sector Pension Investment Board 0.12% Add +3.3% 198,871 $19.1M
Royal London Asset Management Ltd. 0.05% Add +8.1% 197,620 $19.0M
Corient Private Wealth LP 0.03% Reduce -7.6% 196,442 $18.9M
Banco Santander, S.A. 0.23% Add +2.4% 190,441 $18.3M
National Bank of Canada 0.03% Add +14.7% 190,895 $18.1M
Illinois Municipal Retirement Fund 0.27% No change 185,300 $17.8M
Korea Investment CORP 0.04% Reduce -56.3% 185,133 $17.8M
Raymond James & Associates 0.01% Reduce -2.7% 182,937 $17.6M
Carnegie Investment Counsel 0.53% Add +1.9% 177,891 $17.1M
Treasurer of the State of North Carolina 0.07% Reduce -4.8% 175,846 $16.9M
Copeland Capital Management, LLC 0.32% Add +3.6% 174,945 $16.8M
Nordea Investment Management AB 0.02% Reduce -62.9% 172,030 $16.5M
Credit Agricole S A 0.10% Add +435.1% 171,158 $16.5M
PGGM Investments 0.23% No change 170,081 $16.4M
Brown Advisory Inc. 0.02% Reduce -9.2% 167,713 $16.1M
TD Asset Management Inc 0.01% Add +3.3% 167,156 $16.1M
M&T Bank Corp 0.05% Add +8.7% 165,448 $15.9M
Aberdeen Group plc 0.03% Reduce -17.4% 163,945 $15.8M
Van Lanschot Kempen Investment Management N.V. 0.18% Reduce -13.3% 163,898 $15.8M
Davidson Investment Advisors 0.81% Reduce -25.1% 163,498 $15.7M
Sei Investments Co. 0.02% Reduce -2.2% 162,773 $15.7M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -2.8% 160,900 $15.5M
LPL Financial LLC 0.01% Add +13.5% 158,088 $15.2M
Public Employees Retirement System of Ohio 0.06% Reduce -3.2% 157,903 $15.2M
Creative Planning 0.02% Add +3.4% 155,373 $15.0M
Commonwealth Equity Services, LLC 0.02% Add +0.9% 154,560 $14.9M
AXA S.A. 0.04% Reduce -8.9% 153,535 $14.8M
Steigerwald, Gordon & Koch Inc. 1.76% Add +1.7% 151,166 $14.6M
Tiaa Trust, National Association 0.04% Add +2.0% 149,335 $14.4M
Asset Management One Co., Ltd. 0.05% Reduce -4.1% 148,747 $14.3M
Gotham Asset Management 0.18% Add +35.0% 148,237 $14.3M
CIBC Asset Management Inc 0.05% Reduce -2.8% 143,086 $13.8M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -0.2% 135,646 $13.1M
State of New Jersey Common Pension Fund D 0.06% Reduce -39.9% 133,610 $12.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +13.7% 129,478 $12.5M
MAI Capital Management 0.12% Reduce -2.7% 124,322 $12.0M
Prospector Partners LLC 1.41% Add +0.6% 123,925 $11.9M
Resona Asset Management Co.,Ltd. 0.07% Reduce -10.9% 123,571 $11.9M
Forsta Ap-Fonden 0.10% Reduce -8.2% 120,500 $11.6M
Nisa Investment Advisors, LLC 0.07% Add +0.3% 119,065 $11.5M
Arizona State Retirement System 0.08% Add +0.1% 117,544 $11.3M
Impax Asset Management Group plc 0.05% Reduce -63.6% 117,498 $11.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Add +0.9% 116,733 $11.2M
Nomura Asset Management Co. Ltd. 0.04% Reduce -15.9% 116,262 $11.2M
Markel Group 0.11% No change 114,620 $11.0M
State of Michigan Retirement System 0.05% Reduce -0.4% 110,707 $10.7M
Andra AP-fonden 0.18% Add +6.0% 110,534 $10.6M
Cullen/Frost Bankers, Inc. 0.15% Add +0.1% 109,950 $10.6M
MetLife Investment Management, LLC 0.06% Add +12.2% 107,836 $10.4M
Comerica Bank 0.04% Reduce -1.9% 107,736 $10.4M
SG Americas Securities, LLC 0.07% Reduce -33.5% 105,986 $10.2M
Pictet North America Advisors SA 1.11% Add +263.3% 105,812 $10.2M
Corebridge Financial, Inc. 0.06% — 104,623 $10.1M
Federation des caisses Desjardins du Quebec 0.05% Reduce -4.2% 104,426 $10.1M
Citadel Advisors 0.01% Add +1628.0% 103,404 $10.0M
State of Tennessee, Department of Treasury 0.04% Reduce -4.4% 103,324 $9.9M
Meyer Handelman Co. 0.35% Add +1.6% 103,276 $9.9M
Vaughan Nelson Investment Management, L.P. 0.09% Reduce -39.4% 101,998 $9.8M
Allied Investment Advisors, LLC 2.30% Add +1.6% 101,951 $9.8M
DNB Asset Management AS 0.05% Add +3.5% 101,289 $9.8M
Connecticut Wealth Management, LLC 0.50% Reduce -0.9% 100,334 $9.7M
Susquehanna International Group, LLP 0.02% Reduce -11.4% 97,612 $9.4M
United Capital Financial Advisors, LLC 0.08% Reduce -14.7% 96,456 $9.3M
Anchor Capital Advisors LLC 0.25% Reduce -0.1% 93,301 $9.0M
Cloverfields Capital Group, LP 3.01% Reduce -4.1% 92,548 $8.9M
Retirement Systems of Alabama 0.03% Reduce -0.3% 89,190 $8.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -0.2% 88,810 $8.5M
ANTIPODES PARTNERS Ltd 0.30% Reduce -0.4% 85,472 $8.2M
Schwartz Investment Counsel Inc. 0.30% No change 85,000 $8.2M
Stifel Financial Corp. 0.01% Reduce -8.9% 84,732 $8.2M
IFM Investors Pty Ltd 0.08% Add +0.6% 84,205 $8.1M
Amalgamated Bank 0.07% Reduce -4.4% 81,720 $7.9M
Ethic Inc. 0.18% Add +12.9% 80,403 $7.7M
Windward Capital Management Co. 0.64% Reduce -2.0% 78,807 $7.6M
Amica Mutual Insurance Co. 0.75% No change 78,482 $7.6M
Osborne Partners Capital Management, LLC 0.45% Add +0.1% 77,861 $7.5M
Varma Mutual Pension Insurance Co 0.06% Reduce -37.1% 77,842 $7.5M
EFG Asset Management (Americas) Corp. 1.46% Add +40.3% 77,658 $7.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +58.4% 77,657 $7.5M
Lincoln Capital LLC 1.66% Reduce -0.3% 77,267 $7.4M
Czech National Bank 0.08% Add +8.0% 77,048 $7.4M
Osaic Holdings, Inc. 0.02% Add +0.8% 73,920 $7.1M
Delta Asset Management LLC 0.63% Reduce -1.0% 72,857 $7.0M
Allianz Asset Management GmbH 0.01% Reduce -16.3% 72,596 $7.0M
ProShare Advisors LLC 0.02% Add +5.5% 71,287 $6.9M
Peapack Gladstone Financial Corp. 0.10% Add +1.6% 70,071 $6.7M
Trium Capital LLP 2.34% Reduce -24.3% 68,457 $6.6M
Mariner, LLC 0.01% Reduce -0.1% 68,319 $6.6M
Calamos Advisors LLC 0.05% Reduce -3.5% 68,223 $6.6M
MML Investors Services, LLC 0.03% Reduce -16.3% 68,170 $6.6M
Commerce Bank 0.04% Reduce -30.2% 67,339 $6.5M
Schonfeld Strategic Advisors LLC 0.05% Reduce -67.0% 67,099 $6.5M
Utah Retirement Systems 0.08% Reduce -6.9% 66,552 $6.4M
Bradley Foster & Sargent Inc. 0.11% Reduce -1.6% 66,221 $6.4M
Janus Henderson Group PLC 0.00% Reduce -25.7% 66,195 $6.4M
Chartwell Investment Partners, LLC 0.22% Add +6.1% 66,159 $6.4M
Two Sigma Investments, LP 0.02% Add +377.5% 65,900 $6.3M
AdvisorShares Investments LLC 1.07% Add +7.4% 64,996 $6.2M
Bank Pictet & Cie (Europe) AG 0.15% Reduce -4.5% 63,999 $6.2M
Yousif Capital Management, LLC 0.07% Add +0.1% 63,604 $6.1M
State of Alaska, Department of Revenue 0.07% Reduce -18.2% 62,376 $6.0M
Keybank National Association 0.02% Reduce -8.4% 61,833 $6.0M
New York Life Investment Management LLC 0.06% Add +0.8% 61,696 $5.9M
Sawgrass Asset Management LLC 0.64% Reduce -1.7% 61,393 $5.9M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.07% — 61,124 $5.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.46% Add +0.5% 60,869 $5.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +6.1% 60,427 $5.8M
Assenagon Asset Management S.A. 0.01% Add +92.2% 60,341 $5.8M
Van Eck Associates Corp. 0.01% Reduce -12.2% 59,941 $5.8M
Truist Financial Corp. 0.01% Reduce -6.8% 59,419 $5.7M
Ipswich Investment Management Co., Inc. 1.33% Add +0.4% 59,126 $5.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -11.3% 58,850 $5.7M
BTC Capital Management, Inc. 0.52% Reduce -1.7% 57,777 $5.6M
Janney Montgomery Scott LLC 0.02% Add +8.1% 57,424 $5.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -13.8% 56,934 $5.5M
Sheets Smith Wealth Management 0.65% Reduce -6.1% 56,362 $5.4M
Foyston, Gordon & Payne Inc 1.31% Reduce -1.1% 55,194 $5.3M
Xponance LLC 0.05% Reduce -6.6% 54,936 $5.3M
Trexquant Investment LP 0.08% Add +281.9% 54,614 $5.3M
Gateway Investment Advisers LLC 0.06% Reduce -0.3% 54,539 $5.2M
ING Groep NV 0.03% Reduce -2.1% 54,407 $5.2M
Pacer Advisors, Inc. 0.01% Reduce -6.3% 54,269 $5.2M
Graybill Wealth Management, LTD. 2.12% Add +1.3% 54,214 $5.2M
Mackenzie Financial Corp. 0.01% Add +58.6% 53,499 $5.1M
Nissay Asset Management Corp. /Japan 0.03% Add +1.6% 52,596 $5.1M
Cibc World Markets Corp. 0.03% Add +27.8% 52,187 $5.0M
Achmea Investment Management B.V. 0.09% Reduce -7.6% 52,021 $5.0M
Public Employees Retirement Association of Colorado 0.02% Reduce -6.0% 51,764 $5.0M
Mutual of America Capital Management LLC 0.05% Reduce -4.1% 51,011 $4.9M
Orion Porfolio Solutions, LLC 0.05% Reduce -4.7% 50,820 $4.9M
Orion Portfolio Solutions, LLC 0.05% Reduce -4.7% 50,820 $4.9M
Brown Shipley& Co Ltd 2.14% Add +2.0% 49,487 $4.8M
Kanawha Capital Management LLC 0.37% Add +0.9% 49,253 $4.7M
United Services Automobile Association 0.12% Add +255.5% 49,237 $4.7M
Wesleyan Assurance Society 0.40% No change 48,100 $4.6M
Cohen Capital Management, Inc. 0.79% No change 47,686 $4.6M
William Allan Corp 3.03% Add +0.4% 47,074 $4.5M
Glenmede Trust Co. NA 0.02% Add +7.0% 47,004 $4.5M
First Manhattan Co. Llc. 0.01% Reduce -7.0% 46,877 $4.5M
BNP Paribas 0.23% Add +0.4% 47,316 $4.5M
Pathstone Holdings, LLC 0.02% Add +2.1% 46,678 $4.5M
Rockefeller Capital Management L.P. 0.01% Reduce -1.6% 46,312 $4.5M
Scotia Capital Inc. 0.03% Add +3.0% 46,261 $4.5M
HRT Financial LP 0.02% New 46,000 $4.4M
Clifford Swan Investment Counsel LLC 0.16% Reduce -3.0% 45,539 $4.4M
Mercer Global Advisors Inc. 0.01% Add +2.3% 45,432 $4.4M
Cetera Investment Advisers 0.01% Reduce -2.4% 45,268 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 44,850 $4.3M
Daiwa Securities Group Inc. 0.02% Reduce -1.6% 44,255 $4.3M
Aureus Asset Management, LLC 0.29% Reduce -1.7% 43,651 $4.2M
TCW Group Inc. 0.04% Reduce -14.0% 43,366 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +11.8% 42,936 $4.1M
Bank of Nova Scotia 0.01% Reduce -33.6% 42,906 $4.1M
Fiduciary Trust Co 0.06% Reduce -1.4% 42,646 $4.1M
Captrust Financial Advisors 0.01% Add +1.9% 41,996 $4.0M
Aviso Financial Inc. 0.22% — 40,992 $3.9M
Wealthfront Advisers LLC 0.01% Add +2.3% 39,985 $3.8M
Farmers & Merchants Investments Inc. 0.12% Add +0.2% 38,491 $3.7M
Cacti Asset Management LLC 0.29% No change 38,404 $3.7M
Regions Financial Corp. 0.03% Reduce -9.3% 38,292 $3.7M
QRG Capital Management, Inc. 0.04% Reduce -3.0% 37,980 $3.7M
Lifeworks Advisors, LLC 1.01% Reduce -34.6% 37,853 $3.6M
Richard Bernstein Advisors LLC 0.08% No change 36,961 $3.6M
Cresset Asset Management, LLC 0.02% Add +24.6% 36,858 $3.5M
Baird Financial Group, Inc. 0.01% Add +33.2% 36,843 $3.5M
Atlantic Union Bankshares Corp 0.22% Add +25.1% 36,372 $3.5M
O'shaughnessy Asset Management, LLC 0.04% Add +18.6% 36,107 $3.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +14.4% 37,547 $3.5M
Elo Mutual Pension Insurance Co 0.08% Reduce -6.8% 34,945 $3.4M
Jefferies Financial Group Inc. 0.07% Add +261.7% 34,863 $3.4M
Rafferty Asset Management, LLC 0.01% Add +3.4% 34,849 $3.4M
Oregon Public Employees Retirement Fund 0.07% Add +0.0% 34,717 $3.3M
Cerity Partners LLC 0.01% Reduce -1.2% 34,425 $3.3M
Seascape Capital Management 1.23% Add +1.8% 34,341 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -3.9% 33,787 $3.3M
Wesbanco Bank Inc. 0.12% Add +1.4% 33,413 $3.2M
Capital Fund Management S.A. 0.04% Add +19.8% 33,272 $3.2M
Susquehanna Fundamental Investments, LLC 0.07% New 33,119 $3.2M
Quantinno Capital Management LP 0.06% Add +15.6% 32,731 $3.2M
Roundview Capital LLC 0.25% Add +13.9% 32,726 $3.2M
Cibc World Market Inc. 0.01% Reduce -9.3% 32,683 $3.1M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.7% 32,557 $3.1M
Circle Wealth Management, LLC 0.07% Reduce -0.9% 32,510 $3.1M
First Eagle Investment Management, LLC 0.01% Add +61.1% 32,304 $3.1M
Arlington Partners LLC 1.53% Reduce -8.8% 32,076 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.1% 31,683 $3.0M
Prudential PLC 0.02% Add +76.9% 31,515 $3.0M
Intech Investment Management LLC 0.04% Reduce -19.7% 31,497 $3.0M
Maryland State Retirement & Pension System 0.06% Reduce -2.1% 31,480 $3.0M
Gulf International Bank (UK) Ltd 0.08% Reduce -8.3% 31,261 $3.0M
Shelter Mutual Insurance Co 0.78% No change 31,200 $3.0M
Mizuho Securities USA LLC 0.07% New 31,177 $3.0M
D L Carlson Investment Group Inc. 0.58% Reduce -1.2% 31,001 $3.0M
Eventide Asset Management, LLC 0.05% Add +199.1% 30,477 $2.9M
Kentucky Retirement Systems 0.09% Reduce -1.1% 30,468 $2.9M
AMG National Trust Bank 0.08% Add +2.5% 30,411 $2.9M
Vinva Investment Management Ltd 0.15% Add +93.7% 30,484 $2.9M
BDF-Gestion 0.28% — 30,268 $2.9M
Avantax Advisory Services, Inc. 0.02% Add +31.1% 30,167 $2.9M
M. Kraus & Co 0.89% Reduce -0.5% 30,042 $2.9M
MBB Public Markets I LLC 0.06% New 29,990 $2.9M
Cohen Klingenstein LLC 0.10% No change 29,307 $2.8M
Louisbourg Investments Inc. 0.79% Reduce -0.3% 35,433 $2.8M
LRI Investments, LLC 0.32% Add +3.1% 29,158 $2.8M
Abn Amro Investment Solutions 0.05% Reduce -27.3% 29,136 $2.8M
Tower Research Capital LLC (TRC) 0.05% Add +13.1% 28,530 $2.7M
Tidal Investments LLC 0.04% Add +12.0% 28,273 $2.7M
D. E. Shaw & Co. 0.00% Reduce -94.3% 28,177 $2.7M
TrinityBridge Ltd 0.09% Reduce -2.0% 28,038 $2.7M
Canandaigua National Bank & Trust Co. 0.29% Reduce -0.3% 27,838 $2.7M
Evercore Wealth Management, LLC 0.04% Reduce -0.0% 27,712 $2.7M
Lazard Asset Management LLC 0.00% Reduce -98.5% 27,606 $2.7M
J.P. Marvel Investment Advisors, LLC 0.43% No change 27,122 $2.6M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -11.3% 26,930 $2.6M
Liberty Capital Management, Inc. 0.61% Add +8.6% 26,684 $2.6M
Silvercrest Asset Management Group LLC 0.02% Add +4.4% 26,175 $2.5M
UniSuper Management Pty Ltd 0.02% Add +74.7% 25,908 $2.5M
Hartford Investment Management Co. 0.09% Reduce -1.1% 25,837 $2.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.7% 25,766 $2.5M
Okabena Investment Services Inc. 0.78% Reduce -18.8% 25,550 $2.5M
Sandy Spring Bank 0.11% Reduce -7.1% 25,404 $2.4M
Liontrust Investment Partners LLP 0.03% No change 25,018 $2.4M
Focus Partners Wealth 0.01% Add +27.4% 24,797 $2.4M
Heritage Investors Management Corp. 0.08% Reduce -0.5% 24,737 $2.4M
Blair William & Co. 0.01% Add +64.7% 24,544 $2.4M
JB Capital LLC 0.15% Reduce -7.1% 24,448 $2.4M
Crossmark Global Holdings, Inc. 0.04% Reduce -29.2% 24,141 $2.3M
Praxis Investment Management Inc. 0.16% No change 25,430 $2.3M
Letson Investment Management, Inc. 1.01% Add +0.0% 23,681 $2.3M
YHB Investment Advisors, Inc. 0.19% Add +0.2% 23,459 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -89.8% 23,355 $2.2M
Securian Asset Management, Inc. 0.07% Reduce -2.6% 23,248 $2.2M
Trivant Custom Portfolio Group, LLC 1.36% Reduce -0.6% 22,917 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -3.0% 22,900 $2.2M
Sciencast Management LP 0.77% Add +131.3% 22,846 $2.2M
Plato Investment Management Ltd 0.20% No change 22,745 $2.2M
Private Advisor Group, LLC 0.01% Reduce -2.7% 22,323 $2.1M
Venture Visionary Partners LLC 0.10% Add +0.0% 22,166 $2.1M
Tocqueville Asset Management L.P. 0.04% Reduce -31.1% 22,132 $2.1M
Engineers Gate Manager LP 0.05% Add +28.6% 22,123 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -4.0% 21,928 $2.1M
Dodge & Cox 0.00% Reduce -2.0% 21,810 $2.1M
Boston Financial Mangement LLC 0.07% Add +1.5% 21,544 $2.1M
Sanctuary Advisors, LLC 0.02% — 22,486 $2.1M
Bank Pictet & Cie (asia) Ltd. 0.69% Add +4.7% 21,371 $2.1M
Rockland Trust Co. 0.11% Add +9.1% 21,143 $2.0M
FORA Capital, LLC 0.25% Reduce -10.1% 20,964 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +1.9% 20,818 $2.0M
NBT Bank, N.A. 0.14% Add +22.3% 20,688 $2.0M
New Mexico Educational Retirement Board 0.07% No change 20,608 $2.0M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.02% Reduce -12.8% 20,500 $2.0M
NorthCoast Asset Management LLC 0.02% New 20,021 $1.9M
Kestra Advisory Services, LLC 0.01% Add +7.5% 20,057 $1.9M
Selway Asset Management 0.78% Add +3.1% 19,871 $1.9M
Teza Capital Management LLC 0.23% Reduce -32.7% 19,688 $1.9M
Alps Advisors Inc. 0.01% No change 19,543 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -49.5% 32,924 $1.9M
Fifth Third Bancorp 0.01% Add +0.8% 19,126 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +5.6% 18,940 $1.8M
Huntington National Bank 0.02% Reduce -1.9% 18,878 $1.8M
Essex Financial Services, Inc. 0.13% Add +14.7% 19,461 $1.8M
Savant Capital, LLC 0.02% Add +1.7% 18,713 $1.8M
Systematic Alpha Investments, LLC 0.07% No change 18,610 $1.8M
Investment Research & Advisory Group, Inc. 0.78% Add +4.1% 18,368 $1.8M
Pinnacle Associates Ltd. 0.03% Reduce -5.6% 18,332 $1.8M
Zurich Insurance Group Ltd 0.02% No change 18,200 $1.8M
E. Ohman J:or Asset Management AB 0.04% Add +7.5% 17,950 $1.7M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -2.3% 17,911 $1.7M
Choreo, LLC 0.03% Add +190.4% 17,948 $1.7M
Dearborn Partners LLC 0.07% Reduce -0.1% 17,636 $1.7M
Cwm, LLC 0.01% Add +8.9% 17,546 $1.7M
Rakuten Investment Management, Inc. 0.01% Add +53.2% 17,231 $1.7M
Perigon Wealth Management, LLC 0.05% Add +1.0% 16,739 $1.6M
Snider Financial Group 0.61% Add +1.7% 16,427 $1.6M
Dumont & Blake Investment Advisors LLC 0.22% Add +102.2% 16,122 $1.6M
Shelter Ins Retirement Plan 2.05% No change 16,000 $1.5M
American National Bank & Trust 0.19% Reduce -2.2% 15,932 $1.5M
Tufton Capital Management 0.30% Reduce -1.3% 15,852 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -12.2% 15,826 $1.5M
Pearl River Capital, LLC 0.24% New 15,644 $1.5M
Swiss Life Asset Management Ltd 0.02% Add +1.6% 15,421 $1.5M
Ieq Capital, LLC 0.02% Add +7.8% 15,324 $1.5M
Bessemer Group Inc. 0.00% Add +7.8% 15,026 $1.4M
Pensionfund Sabic 0.43% No change 15,000 $1.4M
Arthur M. Cohen & Associates, LLC 0.26% No change 15,000 $1.4M
Park Avenue Securities LLC 0.02% Add +0.9% 14,931 $1.4M
NEOS Investment Management LLC 0.06% Add +39.2% 14,823 $1.4M
Triangle Securities Wealth Management 0.40% Reduce -0.5% 14,698 $1.4M
Qtron Investments LLC 0.20% No change 14,658 $1.4M
Moody LYNN Lieberson & Walker, LLC 0.09% Reduce -2.4% 14,530 $1.4M
Hartford Funds Management Co LLC 0.13% Add +11.3% 14,485 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +93.4% 14,357 $1.4M
Norinchukin Bank, The 0.04% Add +1.2% 14,352 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -17.4% 14,343 $1.4M
Synovus Financial Corp. 0.02% Reduce -3.5% 14,047 $1.4M
Guggenheim Capital LLC 0.01% Reduce -65.9% 14,019 $1.3M
Empirical Finance, LLC 0.08% Reduce -7.3% 13,940 $1.3M
Trust Co. of Vermont 0.07% Reduce -10.6% 13,918 $1.3M
Redwood Investment Management, LLC 0.12% New 14,434 $1.3M
Ellevest, Inc. 0.08% Add +8.7% 13,562 $1.3M
Argent Trust Co 0.06% Add +11.0% 13,505 $1.3M
Principal Securities, Inc. 0.04% Add +7.3% 13,488 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +38.2% 13,329 $1.3M
Acadian Asset Management LLC 0.00% Add +96.2% 13,335 $1.3M
Whittier Trust Co. 0.02% Reduce -1.5% 13,210 $1.3M
Parsons Capital Management Inc. 0.09% Reduce -0.2% 13,166 $1.3M
Goelzer Investment Management, Inc. 0.07% Reduce -3.9% 13,048 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -2.5% 13,041 $1.3M
Private Trust Co. NA 0.13% Add +0.6% 13,003 $1.3M
NJ State Employees Deferred Compensation Plan 0.16% No change 13,001 $1.3M
K.J. Harrison & Partners Inc 0.21% Reduce -13.3% 13,000 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.0% 12,867 $1.2M
D.A. Davidson & Co. 0.01% Add +7.0% 12,809 $1.2M
Metis Global Partners, LLC 0.04% Reduce -1.4% 12,751 $1.2M
Woodstock Corp. 0.12% Reduce -3.7% 12,634 $1.2M
Hartford Financial Management Inc. 0.26% Reduce -2.5% 12,595 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -0.4% 12,522 $1.2M
Dash Acquisitions Inc. 0.33% Add +8.1% 12,135 $1.2M
Ironwood Investment Management LLC 0.64% Reduce -0.9% 12,388 $1.2M
First Trust Direct Indexing L.P. 0.07% Add +16.2% 12,237 $1.2M
Rossmore Private Capital 0.15% No change 11,728 $1.1M
Neville Rodie & Shaw Inc. 0.08% No change 11,608 $1.1M
AlphaQuest LLC 0.15% Reduce -53.9% 11,571 $1.1M
Paradigm Asset Management Co. LLC 0.31% New 11,500 $1.1M
Raymond James Trust N.A. 0.03% Reduce -1.7% 11,288 $1.1M
Bollard Group LLC 0.03% Add +0.2% 11,211 $1.1M
Principle Wealth Partners LLC 0.08% Reduce -4.0% 11,174 $1.1M
Atria Investments, Inc 0.01% Reduce -5.0% 11,086 $1.1M
Florida Trust Wealth Management Co 0.04% Reduce -2.4% 11,085 $1.1M
iA Global Asset Management Inc. 0.02% Reduce -20.9% 10,833 $1.0M
LBP Am SA 0.04% No change 10,833 $1.0M
Bridges Investment Management Inc. 0.02% Add +2.9% 10,690 $1.0M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -4.4% 10,679 $1.0M
Abbrea Capital, LLC 0.14% Reduce -0.1% 10,627 $1.0M
Lafayette Investments, Inc. 0.23% Add +0.1% 10,626 $1.0M
Clearstead Advisors, LLC 0.02% Add +150.6% 10,586 $1.0M
Paloma Partners Management Co 0.11% Add +138.0% 10,565 $1.0M
HB Wealth Management, LLC 0.01% Add +49.6% 10,488 $1.0M
Greenleaf Trust 0.01% Add +6.0% 10,474 $1.0M
Merit Financial Group, LLC 0.02% Reduce -1.8% 10,374 $999K
Appian Way Asset Management LP 0.25% New 10,300 $991K
Vontobel Holding Ltd. 0.00% Reduce -21.8% 10,109 $973K
Compass Wealth Management LLC 0.24% No change 10,108 $973K
Monarch Capital Management Inc. 0.28% Reduce -2.2% 10,062 $969K
Canal Insurance CO 0.25% No change 10,000 $963K
Van Hulzen Asset Management, LLC 0.06% Reduce -25.9% 10,000 $963K
Johnson Investment Counsel Inc. 0.01% Add +0.5% 9,989 $962K
Burney Co./ 0.04% Reduce -4.0% 9,924 $955K
Oak Thistle LLC 0.71% Add +192.4% 9,888 $952K
HighPoint Advisor Group LLC 0.06% Add +3.6% 10,132 $951K
iSAM Funds (UK) Ltd 0.71% Add +109.2% 9,867 $950K
Trust Co. of Toledo NA 0.14% Add +0.4% 9,833 $947K
Birch Hill Investment Advisors LLC 0.05% No change 9,787 $942K
Oppenheimer & Co. Inc. 0.01% Reduce -0.1% 9,743 $938K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +20.0% 9,679 $932K
Applied Finance Capital Management, LLC 0.04% New 9,583 $922K
Modera Wealth Management, LLC 0.01% Add +3.6% 9,555 $920K
Sequoia Financial Advisors, LLC 0.01% Add +17.3% 9,445 $909K
Parallel Advisors, LLC 0.02% Add +2.6% 9,441 $909K
IMA Advisory Services, Inc. 0.40% Reduce -1.3% 9,406 $905K
Fractal Investments LLC 0.16% No change 9,400 $905K
Guinness Atkinson Asset Management Inc 0.44% Reduce -1.7% 9,389 $904K
Snowden Capital Advisors LLC 0.03% Add +2.3% 9,367 $902K
Groupama Asset Managment 0.01% Add +76.0% 9,296 $895K
Field & Main Bank 0.33% Reduce -7.0% 9,125 $878K
Salem Investment Counselors Inc. 0.03% Reduce -3.8% 9,103 $876K
NewEdge Advisors, LLC 0.01% Reduce -0.6% 9,096 $876K
Holowesko Partners Ltd. 0.49% No change 9,000 $866K
Home Federal Bank of Tennessee 0.26% Add +1.0% 8,931 $860K
Investment Management Corp of Ontario 0.02% Add +34.8% 8,908 $857K
Kestra Private Wealth Services, LLC 0.02% Add +0.3% 8,857 $853K
Advisors Asset Management, Inc. 0.02% Add +10.0% 8,855 $852K
FineMark National Bank & Trust 0.03% Reduce -6.6% 8,651 $833K
Lee Danner & Bass Inc. 0.06% — 8,625 $830K
Cypress Capital Group 0.10% Reduce -10.2% 8,606 $828K
Integrated Wealth Concepts LLC 0.01% Add +1.8% 8,591 $827K
Glenview Trust Co 0.02% Reduce -0.8% 8,570 $825K
Sit Investment Associates Inc. 0.02% No change 8,415 $810K
Bleakley Financial Group, LLC 0.02% Reduce -14.9% 8,278 $797K
Simplicity Wealth,LLC 0.02% Reduce -14.8% 8,278 $797K
Boothbay Fund Management, LLC 0.03% Add +102.3% 8,225 $792K
Marble Harbor Investment Counsel, LLC 0.09% No change 8,214 $791K
Summit Trail Advisors, LLC 0.02% Reduce -4.5% 8,187 $788K
Williams Jones Wealth Management, LLC. 0.01% No change 8,000 $770K
Panagora Asset Management Inc. 0.00% Reduce -20.3% 7,972 $767K
TD Private Client Wealth LLC 0.02% Reduce -3.5% 7,969 $767K
Stratos Wealth Partners, LTD. 0.01% Add +22.0% 7,948 $765K
Virtu Financial LLC 0.05% Reduce -40.6% 7,894 $760K
Teacher Retirement System of Texas 0.00% Reduce -60.5% 7,893 $760K
Meeder Advisory Services, Inc. 0.05% Add +44.4% 7,883 $759K
Vestcor Inc 0.03% No change 7,875 $758K
Baldwin Investment Management, LLC 0.10% Add +2.1% 7,857 $756K
Goodman Advisory Group, LLC 0.23% Reduce -68.8% 7,845 $755K
GTS Securities LLC 0.02% New 7,799 $751K
Lido Advisors, LLC 0.01% Add +5.3% 7,772 $748K
Pring Turner Capital Group Inc. 0.51% No change 7,575 $729K
Apollon Wealth Management, LLC 0.02% Reduce -5.7% 7,529 $725K
Curated Wealth Partners LLC 0.10% — 7,489 $721K
Daymark Wealth Partners, LLC 0.03% Reduce -2.5% 7,435 $716K
Philadelphia Trust Co. 0.06% Reduce -0.1% 7,428 $715K
Romano Brothers and Company 0.10% No change 7,384 $711K
CENTRAL TRUST Co 0.02% Reduce -2.3% 7,382 $711K
Cooper Financial Group 0.10% Reduce -17.8% 7,289 $702K
Horizon Investments, LLC 0.02% Add +0.3% 7,264 $699K
Chicago Capital, LLC 0.02% Add +3.6% 7,233 $696K
Ar Asset Management Inc. 0.17% No change 7,200 $693K
Atria Wealth Solutions, Inc. 0.01% Reduce -25.5% 7,193 $692K
Werlinich Asset Management, LLC 0.43% No change 7,155 $687K
ELCO Management Co., LLC 0.39% No change 6,937 $668K
CI Investments Inc. 0.00% Add +1.4% 6,827 $657K
Curbstone Financial Management Corp 0.14% No change 6,818 $656K
MQS Management LLC 0.40% New 6,809 $655K
Cary Street Partners Investment Advisory LLC 0.03% Add +0.6% 6,809 $655K
Iron Gate Global Advisors LLC 0.11% Reduce -0.1% 6,849 $652K
V-Square Quantitative Management LLC 0.11% Reduce -40.1% 6,766 $651K
Wedmont Private Capital 0.04% Add +3.1% 6,491 $650K
Ballentine Partners, LLC 0.01% Add +6.8% 6,757 $650K
Laurion Capital Management LP 0.02% New 6,728 $648K
Waterford Advisors, LLC 0.27% No change 6,690 $644K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -17.1% 6,671 $642K
NorthRock Partners, LLC 0.02% Add +2.1% 6,628 $638K
Empowered Funds, LLC 0.01% Add +6.7% 6,618 $637K
Westhampton Capital, LLC 0.34% No change 6,587 $634K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Reduce -0.5% 6,507 $626K
Profund Advisors LLC 0.02% Reduce -1.7% 6,500 $626K
Simmons Bank 0.05% Reduce -1.6% 6,459 $622K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +7.6% 6,411 $617K
J.W. Cole Advisors, Inc. 0.03% Reduce -0.8% 6,398 $616K
Auto-Owners Insurance Co 0.02% No change 6,393 $615K
Kingsview Wealth Management, LLC 0.01% Add +3.0% 6,282 $605K
ICW Investment Advisors LLC 0.27% Reduce -1.9% 6,247 $601K
DF Dent & Co. Inc. 0.01% Add +185.2% 6,229 $600K
Means Investment Co., Inc. 0.07% Add +0.0% 6,189 $596K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.3% 6,136 $591K
Meridian Management Co. 0.16% Add +0.0% 6,124 $589K
Sentry Investment Management LLC 0.26% Reduce -17.0% 6,113 $588K
Lindbrook Capital, LLC 0.06% Add +2.0% 6,091 $586K
Soltis Investment Advisors LLC 0.06% Add +2.6% 6,088 $586K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +0.5% 6,084 $586K
Vident Advisory, LLC 0.02% Reduce -71.9% 6,025 $580K
ClearAlpha Technologies LP 0.23% New 5,987 $576K
EP Wealth Advisors, LLC 0.01% Add +33.5% 5,979 $576K
Wendell David Associates Inc. 0.06% No change 5,959 $574K
Bridgefront Capital, LLC 0.24% New 5,963 $574K
Diversify Advisory Services, LLC 0.03% Reduce -34.4% 5,943 $572K
Ahl Investment Management, Inc. 0.42% Reduce -0.2% 5,942 $572K
Allred Capital Management, LLC 0.22% No change 5,911 $569K
Quotient Wealth Partners, LLC 0.02% Add +3.6% 5,873 $565K
Nomura Holdings Inc. 0.00% Add +80.7% 5,849 $563K
Holderness Investments Co. 0.13% Reduce -3.7% 5,786 $557K
Caprock Group, LLC 0.02% Add +100.8% 5,779 $556K
Fox Run Management, L.L.C. 0.10% Reduce -33.1% 5,754 $554K
Garrison Point Advisors, LLC 0.36% Reduce -1.0% 5,745 $553K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.6% 5,732 $552K
Montag A & Associates Inc. 0.03% No change 5,645 $543K
Bull Street Advisors, LLC 0.26% Reduce -0.6% 5,645 $543K
Ingalls & Snyder LLC 0.02% Reduce -0.5% 5,603 $539K
Investment Advisory Services Inc. /TX 0.20% Reduce -1.2% 5,559 $535K
Pitcairn Co. 0.03% Add +13.0% 5,527 $532K
Signaturefd, LLC 0.01% Add +15.1% 5,441 $524K
GAMMA Investing LLC 0.07% Add +100.9% 5,415 $521K
Optas, LLC 0.13% Add +4.6% 5,404 $520K
Diversify Wealth Management, LLC 0.06% — 5,563 $520K
Penobscot Investment Management Company, Inc. 0.05% Reduce -0.1% 5,345 $515K
LGT Group Foundation 0.01% Add +105.3% 5,306 $511K
Freestone Capital Holdings, LLC 0.02% Reduce -0.1% 5,281 $508K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -2.0% 5,220 $502K
Valley Brook Capital Group, Inc. 0.39% No change 5,215 $502K
Catalyst Funds Management Pty Ltd 0.13% Add +271.4% 5,200 $501K
TD Waterhouse Canada Inc. 0.00% Add +6.5% 5,240 $498K
Silver Oak Securities, Incorporated 0.07% No change 5,171 $498K
Mutual Advisors, LLC 0.01% Add +0.5% 5,336 $496K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -61.2% 5,147 $495K
UMB Bank, n.a. 0.01% Add +4.0% 5,091 $490K
Prime Capital Investment Advisors, LLC 0.01% Add +6.5% 5,057 $487K
Stephens Inc. 0.01% Reduce -1.3% 5,049 $486K
Walleye Capital LLC 0.01% Reduce -61.7% 5,002 $481K
Moors & Cabot, Inc. 0.03% Add +7.7% 4,972 $479K
Diversified Trust Co. 0.01% Reduce -0.9% 4,948 $476K
Monterey Private Wealth, Inc. 0.18% No change 4,943 $476K
NorthCrest Asset Manangement, LLC 0.02% Reduce -2.8% 4,934 $475K
Aull & Monroe Investment Management Corp 0.23% Reduce -0.3% 4,920 $474K
Checchi Capital Advisers, LLC 0.04% Add +1.8% 4,882 $470K
Headinvest, LLC 0.09% Reduce -8.9% 4,881 $470K
Townsquare Capital LLC 0.01% Add +6.2% 4,866 $468K
Zions Bancorporation, N.A. 0.04% Reduce -40.2% 4,860 $468K
Bar Harbor Wealth Management 0.03% Add +3.4% 4,844 $466K
Busey Bank 0.02% Add +5.3% 4,766 $459K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -2.2% 4,750 $457K
Fullerton Fund Management Co Ltd. 0.02% New 4,748 $457K
Valeo Financial Advisors, LLC 0.01% Reduce -2.0% 4,732 $455K
Excalibur Management Corp. 0.19% Reduce -0.6% 4,727 $455K
Verdence Capital Advisors LLC 0.04% Reduce -5.0% 4,713 $454K
Choate Investment Advisors 0.01% Reduce -0.8% 4,711 $453K
Two Sigma Advisers, LP 0.00% New 4,700 $452K
Sovereign Financial Group, Inc. 0.11% Add +0.3% 4,688 $451K
Geller Advisors LLC 0.03% Add +2.6% 4,688 $451K
Moody National Bank Trust Division 0.04% Reduce -1.5% 4,680 $450K
Everett Harris & Co. 0.01% Add +10.6% 4,667 $449K
Shayne & Jacobs, LLC 0.12% No change 4,601 $443K
Siemens Fonds Invest GmbH 0.03% Add +6.2% 4,597 $443K
Pinnacle Financial Partners Inc 0.01% Add +0.3% 4,574 $441K
Core Wealth Partners LLC 0.30% No change 4,570 $440K
Radnor Capital Management, LLC 0.13% Add +2.4% 4,552 $438K
Wedbush Securities Inc. 0.02% Reduce -4.8% 4,553 $438K
Beck Mack & Oliver LLC 0.01% No change 4,547 $438K
1ST Source Bank 0.03% Add +0.3% 4,543 $437K
IHT Wealth Management, LLC 0.02% Add +11.1% 4,529 $436K
Mirova 0.08% New 4,505 $434K
Gabelli Funds LLC 0.00% Reduce -13.5% 4,500 $433K
Allworth Financial LP 0.00% Reduce -0.6% 4,432 $433K
Exencial Wealth Advisors, LLC 0.02% Reduce -0.1% 4,437 $427K
Forte Capital LLC 0.05% No change 4,430 $426K
Caldwell Trust Co 0.05% Reduce -6.7% 4,412 $425K
Pointe Capital Management LLC 0.26% No change 4,326 $416K
Westpac Banking Corp. 0.03% No change 4,306 $414K
Supplemental Annuity Collective Trust of NJ 0.13% No change 4,300 $414K
Drexel Morgan & Co. 0.09% No change 4,288 $413K
Tucker Asset Management LLC 0.09% Add +2.1% 4,267 $411K
Waldron Private Wealth LLC 0.02% Add +0.1% 4,263 $410K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.2% 4,255 $410K
Cigna Investments Inc. 0.08% Reduce -0.8% 4,250 $409K
Fifth Third Wealth Advisors LLC 0.03% New 4,234 $408K
Graypoint LLC 0.03% Add +5.8% 4,219 $406K
Boston Trust Walden Corp 0.00% No change 4,198 $404K
Axxcess Wealth Management, LLC 0.01% Reduce -47.5% 4,179 $402K
Quadrant Capital Group LLC 0.03% Add +13.0% 4,167 $401K
Larson Financial Group LLC 0.03% Add +7.4% 4,165 $401K
Bokf, NA 0.01% Reduce -5.9% 4,165 $401K
Schnieders Capital Management LLC 0.08% No change 4,144 $399K
Shakespeare Wealth Management, LLC 0.12% No change 4,142 $399K
First Horizon Advisors, Inc. 0.01% Add +19.3% 4,140 $399K
Kraematon Investment Advisors, Inc. 0.40% Add +0.2% 4,104 $395K
CTC Alternative Strategies, Ltd. 0.17% New 4,093 $394K
Fiduciary Group, LLC 0.04% No change 4,086 $393K
Banque Cantonale Vaudoise 0.02% New 4,077 $392K
HBK Sorce Advisory LLC 0.01% Reduce -10.5% 4,072 $392K
Global Retirement Partners, LLC 0.01% Add +188.1% 4,062 $391K
Kenora Financial, LLC 0.16% No change 4,008 $386K
Knollwood Investment Advisory, LLC 0.04% New 4,008 $386K
Bridgewater Associates 0.00% New 3,992 $384K
Atwood & Palmer Inc. 0.03% Reduce -1.2% 3,975 $383K
SVB Wealth LLC 0.01% Reduce -11.0% 3,965 $382K
Mather Group, Llc. 0.00% Add +87.2% 3,802 $377K
Kintegral Advisory, LLC 0.04% Add +7.1% 3,893 $375K
Dover Advisors, LLC 0.23% Reduce -9.3% 3,866 $372K
Rothschild Investment LLC 0.03% Reduce -2.0% 3,853 $371K
Sound View Wealth Advisors Group, LLC 0.04% Add +2.0% 3,852 $371K
Patten & Patten Inc. 0.03% No change 3,843 $370K
GYL Financial Synergies, LLC 0.03% Add +0.4% 3,828 $369K
City Holding Co. 0.05% Add +4.3% 3,827 $368K
Verition Fund Management LLC 0.00% Reduce -64.9% 3,821 $368K
Robinson Smith Wealth Advisors LLC 0.32% No change 3,776 $363K
First Western Trust Bank 0.02% Reduce -3.2% 3,775 $363K
Aberdeen Wealth Management LLC 0.24% Reduce -6.3% 3,724 $358K
GAMCO Investors 0.00% Reduce -0.7% 3,720 $358K
Foster & Motley Inc. 0.02% Reduce -1.7% 3,705 $357K
CX Institutional 0.02% Reduce -0.6% 3,702 $356K
Intrua Financial, LLC 0.06% Reduce -7.3% 3,697 $356K
QSV Equity Investors LLC 0.37% Reduce -1.9% 3,695 $356K
Morningstar Investment Services LLC 0.00% Add +11.3% 3,626 $348K
Concurrent Investment Advisors, LLC 0.01% New 3,614 $348K
Old National Bancorp 0.01% Add +13.7% 3,610 $347K
First Citizens Bank & Trust Co. 0.01% Reduce -0.8% 3,600 $347K
Bell Investment Advisors, Inc 0.07% Add +1.3% 3,592 $346K
Northwest Bancshares, Inc. 0.06% No change 3,581 $345K
Aptus Capital Advisors, LLC 0.01% Add +8.1% 3,572 $344K
Grey Ledge Advisors, LLC 0.09% Reduce -0.4% 3,571 $344K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +25.5% 3,448 $343K
Fortune Financial Advisors, LLC 0.21% Add +1.3% 3,567 $343K
Fruth Investment Management 0.09% No change 3,553 $342K
Azimuth Capital Investment Management LLC 0.01% Reduce -0.7% 3,542 $341K
WASHINGTON TRUST Co 0.01% No change 3,538 $341K
Americana Partners, LLC 0.03% Add +1.6% 3,534 $340K
Symmetry Partners, LLC 0.02% No change 3,524 $339K
Ostrum Asset Management 0.03% Reduce -49.0% 3,521 $339K
NewEdge Wealth, LLC 0.01% Reduce -3.9% 3,520 $339K
Campbell & CO Investment Adviser LLC 0.03% Add +19.6% 3,504 $337K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.0% 3,491 $336K
Chemung Canal Trust Co. 0.06% Reduce -8.7% 3,483 $335K
Addison Advisors LLC 0.11% Add +1.2% 3,463 $333K
Tower Bridge Advisors 0.04% No change 3,458 $333K
Fidelis Capital Partners, LLC 0.05% Add +1.5% 3,598 $333K
Essex Bank 0.09% Add +15.2% 3,452 $332K
Ritholtz Wealth Management 0.01% Add +10.8% 3,447 $332K
Resonant Capital Advisors, LLC 0.03% Add +4.6% 3,426 $330K
First Affirmative Financial Network 0.23% Reduce -4.3% 3,423 $329K
Bard Financial Services, Inc. 0.03% No change 3,420 $329K
Boyd Watterson Asset Management LLC 0.09% Reduce -0.3% 3,415 $329K
NTV Asset Management LLC 0.05% Reduce -1.1% 3,410 $328K
Bragg Financial Advisors, Inc 0.01% Reduce -7.4% 3,409 $328K
Calydon Capital 0.06% Add +10.5% 3,397 $327K
Douglas Lane & Associates, LLC 0.00% Add +15.3% 3,396 $327K
Farmers National Bank 0.10% No change 3,395 $327K
Wilmington Savings Fund Society, FSB 0.01% Reduce -24.6% 3,350 $322K
Defined Wealth Management, LLC 0.22% Add +0.2% 3,343 $322K
Dynamic Advisor Solutions LLC 0.01% Reduce -13.0% 3,327 $320K
McDonald Partners LLC 0.09% Reduce -0.0% 3,322 $320K
Country Club Bank 0.02% Reduce -2.7% 3,322 $319K
Flputnam Investment Management Co. 0.01% Reduce -17.3% 3,287 $316K
PFG Investments, LLC 0.02% Reduce -3.7% 3,277 $315K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.4% 3,264 $314K
Tiemann Investment Advisors, LLC 0.14% Add +4.0% 3,259 $314K
TCTC Holdings, LLC 0.01% Reduce -0.1% 3,249 $313K
Deerfield Management Company, L.P. 0.01% New 3,248 $313K
AlTi Global, Inc. 0.01% Reduce -6.2% 3,229 $311K
Donaldson Capital Management, LLC 0.01% No change 3,227 $311K
Trust Point Inc. 0.02% Reduce -22.7% 3,212 $309K
Mission Wealth Management, LP 0.01% Add +30.3% 3,201 $308K
Telos Capital Management, Inc. 0.03% Reduce -5.6% 3,196 $308K
Stonebridge Capital Advisors LLC 0.03% Reduce -5.3% 3,166 $305K
Institutional & Family Asset Management, LLC 0.05% No change 3,160 $304K
Jones Financial Companies LLLP 0.00% Add +234.0% 3,146 $303K
Heritage Wealth Management, Inc. 0.10% — 3,117 $302K
Ramirez Asset Management, Inc. 0.06% No change 3,121 $300K
Meridian Wealth Management, LLC 0.04% New 3,104 $299K
BSW Wealth Partners 0.05% Reduce -4.1% 3,069 $295K
First Foundation Advisors 0.01% Reduce -13.5% 3,059 $294K
Keynote Financial Services LLC 0.25% No change 3,050 $294K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.4% 3,047 $293K
General Partner, Inc. 0.19% Add +1.0% 3,029 $292K
Centaurus Financial, Inc. 0.02% Reduce -1.1% 3,020 $291K
Courier Capital LLC 0.02% No change 3,015 $290K
Fielder Capital Group LLC 0.11% Add +0.6% 3,004 $289K
Bleichroeder LP 0.09% No change 3,000 $289K
St. Louis Trust Co 0.04% No change 3,000 $289K
Systematic Financial Management LP 0.01% No change 3,000 $289K
KCM Investment Advisors LLC 0.01% Reduce -7.2% 2,995 $288K
Jump Financial, LLC 0.01% Reduce -96.6% 2,992 $288K
S.A. Mason LLC 0.16% No change 2,990 $288K
Advisory Services Network, LLC 0.01% Reduce -6.6% 2,982 $287K
Aprio Wealth Management, LLC 0.05% Add +19.3% 2,978 $287K
Members Trust Co 0.01% No change 2,956 $285K
AE Wealth Management LLC 0.00% New 2,948 $284K
Riverwater Partners LLC 0.21% Reduce -1.6% 2,947 $284K
New England Capital Financial Advisors LLC 0.16% Add +0.3% 2,945 $283K
Hilltop Holdings Inc. 0.03% Reduce -2.5% 2,943 $283K
LCM Capital Management Inc 0.18% Reduce -0.4% 2,936 $283K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -1.7% 2,932 $282K
Enterprise Financial Services Corp 0.17% Reduce -5.8% 2,932 $282K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -6.4% 2,924 $281K
St Germain D J Co. Inc. 0.01% Reduce -3.5% 2,924 $281K
Signature Wealth Management Partners, LLC 0.21% No change 2,910 $280K
Quadrature Capital Ltd 0.00% Reduce -92.8% 2,896 $279K
SouthState Bank Corp 0.02% Reduce -0.9% 2,885 $278K
Avity Investment Management Inc. 0.02% No change 2,882 $277K
Founders Financial Securities LLC 0.03% Reduce -0.4% 2,866 $276K
GHP Investment Advisors, Inc. 0.01% Reduce -19.1% 2,860 $275K
Forbes J M & Co. LLP 0.03% No change 2,856 $275K
Tritonpoint Wealth, LLC 0.03% Reduce -0.5% 2,855 $275K
Ancora Advisors LLC 0.01% No change 2,844 $274K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 2,809 $270K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -5.4% 2,790 $269K
Clarius Group, LLC 0.02% Reduce -0.5% 2,789 $268K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -13.5% 2,499 $268K
Spinnaker Trust 0.02% No change 2,770 $267K
KOM Wealth Management Group, LLC 0.25% No change 2,765 $266K
Horan Securities, Inc. 0.12% New 2,763 $266K
Colonial Trust Co / SC 0.05% No change 2,759 $266K
Sentinel Trust Co. Lba 0.03% No change 2,750 $265K
Rehmann Capital Advisory Group 0.02% Add +7.7% 2,745 $264K
Premier Path Wealth Partners, LLC 0.04% Add +0.9% 2,722 $262K
Fort, L.P. 0.67% Add +1.6% 2,710 $261K
Court Place Advisors, LLC 0.08% Add +0.9% 2,710 $261K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.6% 2,680 $258K
9258 Wealth Management, LLC 0.04% No change 2,679 $258K
Shelton Capital Management 0.01% Reduce -0.4% 2,675 $257K
Aveo Capital Partners, LLC 0.03% Reduce -2.3% 2,658 $256K
Prospera Financial Services Inc 0.01% Add +8.7% 2,651 $256K
Stock Yards Bank & Trust Co. 0.01% Reduce -12.5% 2,638 $254K
Bellecapital International Ltd. 0.05% No change 2,624 $253K
First National Trust Co 0.01% Reduce -1.3% 2,623 $252K
Dynamic Technology Lab Private Ltd 0.03% Reduce -83.9% 2,615 $252K
Hancock Whitney Corp. 0.01% Add +2.7% 2,617 $252K
Founders Capital Management, LLC 0.05% Add +3.5% 2,612 $251K
Gratus Capital, LLC 0.01% Add +6.6% 2,607 $251K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +2.4% 2,604 $251K
Sapient Capital LLC 0.01% Reduce -2.2% 2,596 $250K
Brighton Jones LLC 0.01% Add +5.0% 2,580 $248K
Forum Financial Management, LP 0.00% Add +0.1% 2,577 $248K
Advisor OS, LLC 0.03% Add +7.3% 2,559 $246K
Laurel Wealth Advisors LLC 0.04% Reduce -1.4% 2,555 $246K
Cyndeo Wealth Partners, LLC 0.02% Reduce -0.7% 2,543 $245K
Sky Investment Group LLC 0.05% Reduce -9.3% 2,530 $244K
Anchor Investment Management, LLC 0.02% Reduce -3.8% 2,515 $242K
Sterling Financial Planning, Inc. 0.10% No change 2,500 $241K
Northeast Investment Management 0.01% No change 2,495 $240K
Equitable Holdings, Inc. 0.00% Reduce -2.7% 2,483 $239K
Cobblestone Capital Advisors LLC 0.01% No change 2,473 $238K
Callan Capital, LLC 0.02% Add +3.4% 2,470 $238K
Howland Capital Management LLC 0.01% No change 2,469 $238K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.4% 2,454 $236K
LMCG Investments, LLC 0.01% Reduce -0.1% 2,453 $236K
Farmers Trust Co. 0.05% No change 2,450 $236K
EverSource Wealth Advisors, LLC 0.02% Reduce -2.0% 2,488 $235K
MSH Capital Advisors LLC 0.08% Reduce -6.7% 2,440 $235K
Brookstone Capital Management 0.00% Reduce -8.5% 2,368 $234K
Crestwood Advisors Group, LLC 0.00% Add +2.1% 2,428 $234K
Colonial Trust Advisors 0.02% Reduce -0.8% 2,424 $233K
Manning & Napier Advisors LLC 0.00% — 2,424 $233K
EntryPoint Capital, LLC 0.11% New 2,411 $232K
First City Capital Management, Inc. 0.13% Reduce -11.1% 2,400 $231K
Wbi Investments, LLC 0.06% Reduce -77.7% 2,369 $228K
Natixis Investment Managers International 0.02% Reduce -51.9% 2,365 $228K
Gladius Capital Management LP 0.23% New 2,364 $228K
Wealthspire Advisors, LLC 0.00% Reduce -46.6% 2,342 $225K
Sentry LLC 0.04% No change 2,341 $225K
Asset Dedication, LLC 0.02% Reduce -0.4% 2,332 $224K
Optimum Investment Advisors 0.10% No change 2,325 $224K
Montis Financial, LLC 0.10% Reduce -3.6% 2,321 $223K
Charter Oak Capital Management, LLC 0.02% Reduce -3.8% 2,311 $222K
Coldstream Capital Management Inc. 0.01% Add +8.5% 2,308 $222K
Conning Inc. 0.01% Add +12.2% 2,305 $222K
Sabal Trust CO 0.01% No change 2,303 $222K
Washington Trust Advisors, Inc. 0.02% No change 2,300 $221K
Adirondack Trust Co. 0.09% No change 2,283 $220K
MassMutual Private Wealth & Trust, FSB 0.01% Add +21.9% 2,275 $219K
Interchange Capital Partners, LLC 0.08% New 2,267 $218K
Naples Global Advisors, LLC 0.02% No change 2,265 $218K
Carmichael Hill & Associates, Inc. 0.09% Add +24.8% 2,255 $217K
Maven Securities LTD 0.03% New 2,245 $216K
Capital Planning Advisors, LLC 0.04% Reduce -3.6% 2,243 $216K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.1% 2,218 $214K
Focus Partners Advisor Solutions, LLC 0.01% Add +8.7% 2,215 $213K
Tyche Wealth Partners LLC 0.05% No change 2,205 $212K
CHICAGO TRUST Co NA 0.04% Reduce -17.9% 2,203 $212K
Independent Advisor Alliance 0.01% New 2,198 $212K
Procyon Advisors, LLC 0.02% Reduce -0.5% 2,178 $210K
Two Sigma Securities, LLC 0.01% New 2,174 $209K
Nicolet Advisory Services, LLC 0.02% Add +1.8% 2,150 $208K
Leavell Investment Management, Inc. 0.01% No change 2,157 $208K
Greenwood Gearhart LLC 0.02% Reduce -8.1% 2,157 $208K
Manchester Capital Management LLC 0.02% Reduce -0.6% 2,152 $207K
SeaCrest Wealth Management, LLC 0.02% Add +2.7% 2,152 $207K
Pavion Blue Capital, LLC 0.10% No change 2,151 $207K
Integrated Advisors Network LLC 0.01% Add +1.3% 2,149 $207K
&partners 0.01% New 2,149 $207K
Haverford Trust Co 0.00% Add +3.5% 2,148 $207K
Lake Street Advisors Group, LLC 0.01% Reduce -16.3% 2,147 $207K
Bennett Selby Investments LP 0.09% Add +0.1% 2,126 $205K
Institute for Wealth Management, LLC. 0.03% Reduce -2.0% 2,122 $204K
Wellington Shields & Co., LLC 0.07% Add +0.6% 2,116 $204K
Childress Capital Advisors, LLC 0.06% Add +4.8% 2,116 $204K
Avestar Capital, LLC 0.02% New 2,114 $203K
Sigma Planning Corp 0.01% Reduce -47.0% 2,110 $203K
Reynders McVeigh Capital Management, LLC 0.01% Add +0.1% 2,114 $203K
Hall Capital Management Co. Inc. 0.10% No change 2,100 $202K
Arrow Financial Corp 0.02% Reduce -0.8% 2,075 $200K
Quarry LP 0.08% Add +151.1% 2,001 $193K
Citizens National Bank Trust Department 0.04% Add +20.7% 1,961 $189K
Harbour Investments, Inc. 0.01% Reduce -0.3% 1,952 $188K
Hazlett, Burt & Watson, Inc. 0.10% Add +70.5% 1,935 $186K
Penserra Capital Management LLC 0.00% Reduce -0.8% 1,916 $184K
State of Wyoming 0.03% Reduce -7.6% 1,889 $182K
Webster Bank, N. A. 0.02% Reduce -36.5% 1,854 $178K
Grove Bank & Trust 0.03% No change 1,843 $177K
Broadwater Capital Management LLC 0.14% No change 1,822 $175K
GeoWealth Management, LLC 0.01% Add +26.0% 1,820 $175K
Deseret Mutual Benefit Administrators 0.08% Add +4.1% 1,749 $168K
International Assets Investment Management, LLC 0.02% New 1,741 $168K
North Star Investment Management Corp. 0.01% Reduce -20.6% 1,731 $167K
Concourse Financial Group Securities, Inc. 0.01% Add +1.8% 1,730 $167K
First Financial Corp. 0.08% No change 1,699 $164K
Harbor Investment Advisory, LLC 0.02% Add +0.4% 1,662 $160K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Add +8.4% 1,631 $157K
Smithfield Trust Co 0.01% Reduce -8.3% 1,660 $157K
Bank of New Hampshire 0.04% No change 1,565 $151K
Farther Finance Advisors, LLC 0.01% Add +40.2% 1,555 $148K
Transatlantique Private Wealth LLC 0.06% New 41,109 $147K
IFP Advisors, Inc 0.01% Reduce -2.9% 1,492 $144K
Kessler Investment Group, LLC 0.08% Add +40.4% 1,487 $143K
Crewe Advisors LLC 0.02% Add +11.7% 1,473 $142K
Acropolis Investment Management, LLC 0.01% Add +1.8% 1,465 $141K
Blue Trust, Inc. 0.00% Add +112.1% 1,336 $133K
Caldwell Sutter Capital, Inc. 0.07% No change 1,366 $131K
Atlas Capital Advisors Inc. 0.02% Add +9642.9% 1,364 $131K
Quent Capital, LLC 0.01% Add +0.1% 1,359 $131K
AllSquare Wealth Management LLC 0.08% No change 1,350 $130K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,318 $127K
CVA Family Office, LLC 0.02% Add +40.9% 1,306 $126K
Steph & Co. 0.04% No change 1,261 $121K
Leonteq Securities AG 0.02% Add +45.6% 1,230 $118K
Cromwell Holdings LLC 0.07% — 1,216 $117K
Logan Capital Management Inc. 0.01% No change 1,205 $116K
Alta Advisers Ltd 0.06% No change 1,200 $116K
Bangor Savings Bank 0.01% Add +1.8% 1,195 $115K
Estabrook Capital Management 0.02% No change 1,146 $110K
Geneos Wealth Management Inc. 0.00% Reduce -1.6% 1,108 $107K
nVerses Capital, LLC 0.06% Reduce -45.0% 1,100 $106K
Covestor Ltd 0.07% Reduce -0.1% 1,089 $105K
Ulland Investment Advisors, LLC 0.08% No change 1,071 $103K
Ashton Thomas Private Wealth, LLC 0.01% New 1,045 $101K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -11.8% 1,041 $100K
Cherry Tree Wealth Management, LLC 0.02% No change 1,029 $99K
Gen-Wealth Partners Inc 0.05% No change 1,025 $99K
Clearstead Trust, LLC 0.02% Reduce -1.8% 1,000 $96K
MV Capital Management, Inc. 0.01% Add +3.5% 997 $96K
Indiana Trust & Investment Management Co 0.04% Add +125.0% 990 $95K
Parkside Financial Bank & Trust 0.01% Add +3.1% 985 $95K
Spire Wealth Management 0.00% Reduce -2.2% 970 $93K
Hanson & Doremus Investment Management 0.02% No change 947 $91K
FinTrust Capital Advisors, LLC 0.02% Reduce -5.6% 942 $91K
Independence Bank of Kentucky 0.02% No change 901 $87K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -25.5% 877 $84K
Evermay Wealth Management LLC 0.01% No change 872 $84K
Piscataqua Savings Bank 0.07% No change 857 $82K
Eagle Bay Advisors LLC 0.05% Reduce -13.0% 845 $81K
Mark Sheptoff Financial Planning, LLC 0.04% No change 833 $80K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $79K
Center for Financial Planning, Inc. 0.01% No change 820 $79K
Navera Investment Management Ltd. 0.00% No change 800 $77K
RFP Financial Group LLC 0.03% No change 800 $77K
Ossiam 0.00% Reduce -94.5% 785 $76K
Group One Trading LLC 0.00% New 777 $75K
City State Bank 0.03% Reduce -27.0% 765 $74K
CoreCap Advisors, LLC 0.01% Reduce -0.5% 763 $73K
POM Investment Strategies, LLC 0.06% Add +6.9% 761 $73K
First United Bank & Trust 0.03% No change 757 $73K
Pacifica Partners Inc. 0.03% No change 741 $72K
Opal Wealth Advisors, LLC 0.02% New 740 $71K
Cassady Schiller Wealth Management, LLC 0.03% No change 732 $70K
Carolinas Wealth Consulting LLC 0.01% No change 729 $70K
Johnson Financial Group, Inc. 0.00% No change 729 $70K
Capital Analysts, LLC 0.00% Reduce -2.7% 715 $69K
Bellevue Asset Management, LLC 0.04% No change 716 $69K
Venturi Wealth Management, LLC 0.00% Add +219.8% 710 $68K
Rise Advisors, LLC 0.04% Add +337.6% 709 $68K
JFS Wealth Advisors, LLC 0.01% Reduce -24.2% 708 $68K
Strengthening Families & Communities, LLC 0.02% Add +256.4% 702 $68K
OAKMONT Corp 0.01% No change 705 $68K
M&R Capital Management Inc. 0.02% Reduce -2.6% 704 $68K
Old Second National Bank of Aurora 0.02% No change 700 $67K
Beach Investment Counsel Inc. 0.01% New 691 $67K
Avior Wealth Management, LLC 0.00% Reduce -71.1% 689 $66K
Smartleaf Asset Management LLC 0.01% Add +98.8% 684 $66K
Hoertkorn Richard Charles 0.03% No change 682 $66K
First Community Trust NA 0.06% No change 675 $65K
Acima Private Wealth, LLC 0.02% No change 650 $63K
Key Financial Inc 0.01% Add +7.7% 630 $61K
Coppell Advisory Solutions LLC 0.01% — 614 $59K
Cypress Capital Management LLC (WY) 0.06% No change 600 $58K
Monetary Management Group Inc. 0.02% No change 596 $57K
Register Financial Advisors LLC 0.03% No change 580 $56K
Gables Capital Management Inc. 0.03% No change 575 $55K
Baldwin Wealth Partners LLC 0.00% Reduce -30.3% 575 $55K
Wellington Shields Capital Management, LLC 0.01% No change 566 $54K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -8.3% 561 $54K
JNBA Financial Advisors 0.01% No change 553 $53K
Ransom Advisory, Ltd 0.03% Reduce -8.5% 536 $52K
Hilltop National Bank 0.02% No change 533 $51K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 517 $50K
Beacon Capital Management, LLC 0.01% No change 516 $50K
Redwood Wealth Management Group, LLC 0.04% New 507 $49K
Jackson, Grant Investment Advisers, Inc. 0.02% Reduce -18.7% 496 $48K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.1% 473 $46K
Creative Financial Designs Inc. 0.00% Add +240.4% 463 $45K
Arax Advisory Partners 0.00% Add +8.7% 462 $44K
First Command Advisory Services, Inc. 0.00% Reduce -9.5% 448 $43K
Pinnacle Bancorp, Inc. 0.01% No change 437 $42K
Union Savings Bank 0.02% No change 436 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 424 $41K
Financial Network Wealth Advisors LLC 0.03% New 400 $39K
Accent Capital Management, LLC 0.02% No change 400 $39K
Community Bank, N.A. 0.01% No change 400 $39K
Motco 0.00% Reduce -4.1% 399 $38K
TFC Financial Management, Inc. 0.01% Reduce -0.5% 397 $38K
Chesapeake Asset Management LLC 0.04% No change 397 $38K
GPS Wealth Strategies Group, LLC 0.01% Add +1314.3% 396 $38K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 394 $38K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 389 $37K
Continuum Advisory, LLC 0.01% No change 378 $36K
Orion Capital Management LLC 0.02% No change 375 $36K
Benjamin F. Edwards & Company, Inc. 0.00% Add +36.0% 374 $36K
Janiczek Wealth Management, LLC 0.01% No change 370 $36K
Versant Capital Management, Inc 0.01% Add +125.0% 369 $36K
Cornerstone Planning Group LLC 0.01% Reduce -5.7% 362 $34K
Bray Capital Advisors 0.01% No change 350 $34K
Paladin Advisory Group, LLC 0.03% No change 353 $34K
Missouri Trust & Investment Co 0.01% Reduce -30.3% 345 $33K
Laffer Tengler Investments, Inc. 0.01% No change 335 $32K
Criterion Capital Advisors, LLC 0.02% Add +3.8% 326 $31K
Atticus Wealth Management, LLC 0.01% No change 324 $31K
Oakworth Capital, Inc. 0.00% No change 324 $31K
Resources Management Corp. /CT/ 0.00% Reduce -33.6% 326 $31K
Prestige Wealth Management Group LLC 0.01% Reduce -6.7% 322 $31K
Intelligent Financial Strategies 0.02% No change 316 $30K
American Capital Advisory, LLC 0.02% No change 336 $30K
SYSTM Wealth Solutions LLC 0.01% Reduce -69.3% 303 $29K
Hantz Financial Services, Inc. 0.00% Reduce -5.0% 301 $29K
Cetera Trust Company, N.A 0.02% No change 300 $29K
Camelot Portfolios, LLC 0.02% New 300 $29K
United Community Bank 0.01% No change 300 $29K
CNB Bank 0.01% Reduce -31.9% 292 $28K
Jamison Private Wealth Management, Inc. 0.00% Add +5720.0% 291 $28K
Cranbrook Wealth Management, LLC 0.01% Add +675.7% 287 $28K
SJS Investment Consulting Inc. 0.01% No change 270 $26K
Meeder Asset Management Inc. 0.00% Add +264.9% 270 $26K
Kelly Financial Services LLC 0.01% Add +0.4% 268 $26K
Archer Investment Corp 0.01% Add +8.7% 263 $25K
Costello Asset Management, INC 0.02% No change 262 $25K
Concord Wealth Partners 0.00% Add +3.2% 258 $25K
Front Row Advisors LLC 0.01% No change 254 $24K
Ridgewood Investments LLC 0.01% New 253 $24K
Plante Moran Financial Advisors, LLC 0.00% No change 251 $24K
Legacy Bridge, LLC 0.01% Reduce -60.0% 250 $24K
Towne Trust Company, N.A 0.01% No change 250 $24K
Mascoma Wealth Management LLC 0.01% Reduce -54.5% 250 $24K
Osterweis Capital Management Inc. 0.00% No change 250 $24K
Duncker Streett & Co. Inc. 0.00% Reduce -23.4% 245 $24K
Lanark Financial, Inc. 0.00% Add +5.5% 248 $23K
Sound Income Strategies, LLC 0.00% Add +46.9% 238 $23K
Sugarloaf Wealth Management, LLC 0.00% Reduce -41.0% 235 $23K
Central Pacific Bank - Trust Division 0.00% No change 235 $23K
West Branch Capital LLC 0.01% No change 232 $22K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 230 $22K
DT Investment Partners, LLC 0.00% No change 227 $22K
Tompkins Financial Corp. 0.00% No change 217 $21K
Birchbrook, Inc. 0.01% No change 212 $20K
Altshuler Shaham Ltd 0.00% Reduce -17.7% 209 $20K
Glen Eagle Advisors, LLC 0.00% No change 208 $20K
Riggs Asset Managment Co. Inc. 0.01% Add +3.5% 206 $20K
MCF Advisors LLC 0.00% Add +19.3% 204 $20K
Hobbs Group Advisors, LLC 0.01% — 203 $20K
Family Firm, Inc. 0.00% New 201 $19K
Armstrong Advisory Group, Inc. 0.00% Reduce -18.6% 201 $19K
Olistico Wealth, LLC 0.01% New 200 $19K
Barrett & Company, Inc. 0.01% No change 200 $19K
Red Tortoise LLC 0.01% No change 198 $19K
Hexagon Capital Partners LLC 0.00% Reduce -1.6% 189 $18K
Castleview Partners, LLC 0.01% Reduce -31.2% 183 $18K
Financial Perspectives, Inc 0.01% No change 180 $17K
Nemes Rush Group LLC 0.00% Reduce -38.5% 179 $17K
AdvisorNet Financial, Inc 0.00% Add +0.6% 179 $17K
GW&K Investment Management, LLC 0.00% Add +7.4% 175 $17K
Cedar Mountain Advisors, LLC 0.00% Add +0.6% 173 $17K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $16K
Tsfg, LLC 0.00% No change 163 $16K
Clean Yield Group 0.01% No change 164 $16K
Annapolis Financial Services, LLC 0.00% No change 150 $14K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $14K
Kiely Wealth Advisory Group, Inc. 0.01% Add +54.0% 154 $14K
FSC Wealth Advisors, LLC 0.01% No change 144 $14K
ZynergyRetirementPlanningLLC 0.01% — 140 $13K
Core Alternative Capital 0.00% No change 139 $13K
Frazier Financial Advisors, LLC 0.01% Add +72.5% 138 $13K
Gradient Investments LLC 0.00% Add +30.8% 136 $13K
Park Place Capital Corp 0.00% Reduce -83.8% 127 $12K
Accordant Advisory Group Inc 0.01% New 125 $12K
Tortoise Investment Management, LLC 0.00% No change 125 $12K
Chilton Capital Management LLC 0.00% Add +726.7% 124 $12K
Sachetta, LLC 0.01% Add +0.8% 122 $11K
Sittner & Nelson, LLC 0.01% No change 118 $11K
Exchange Traded Concepts, LLC 0.00% Reduce -79.1% 117 $11K
Raelipskie Partnership 0.01% No change 114 $11K
1832 Asset Management L.P. 0.00% Add +9.6% 114 $11K
CGC Financial Services, LLC 0.00% No change 110 $11K
DecisionPoint Financial, LLC 0.00% No change 110 $10K
Transcendent Capital Group LLC 0.01% No change 106 $10K
Private Wealth Management Group, LLC 0.00% No change 105 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 107 $10K
First PREMIER Bank 0.00% No change 100 $10K
CKW Financial Group 0.00% No change 102 $10K
PrairieView Partners, LLC 0.00% No change 113 $10K
Rosenberg Matthew Hamilton 0.00% Reduce -44.1% 105 $10K
Raleigh Capital Management Inc. 0.00% Add +5.3% 100 $10K
First Personal Financial Services 0.00% No change 100 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 94 $9K
Hall Laurie J Trustee 0.00% No change 92 $9K
Financial Management Professionals, Inc. 0.00% Reduce -37.9% 90 $9K
Bruce G. Allen Investments, LLC 0.01% No change 93 $9K
Tyler-Stone Wealth Management 0.00% No change 86 $8K
Aspire Private Capital, LLC 0.00% Reduce -10.4% 86 $8K
Wetzel Investment Advisors, Inc. 0.00% Reduce -54.3% 75 $7K
Assetmark, Inc. 0.00% Add +138.7% 74 $7K
ORG Partners LLC 0.00% No change 75 $7K
Valley National Advisers Inc. 0.00% Add +6.7% 80 $7K
Abound Wealth Management 0.00% Reduce -6.5% 72 $7K
Breakwater Investment Management 0.00% No change 72 $7K
Richard W. Paul & Associates, LLC 0.00% Reduce -7.7% 72 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 70 $7K
WR Wealth Planners, LLC 0.00% Add +11.1% 70 $7K
Provenance Wealth Advisors, LLC 0.00% No change 70 $7K
Raffa Wealth Management, LLC 0.00% No change 69 $7K
Thompson Investment Management, Inc. 0.00% No change 67 $6K
Sunbelt Securities, Inc. 0.00% Add +26.9% 66 $6K
TruNorth Capital Management, LLC 0.00% New 65 $6K
Creekmur Asset Management LLC 0.00% Add +1.6% 64 $6K
Avion Wealth 0.00% Add +30.0% 65 $6K
Main Street Group, LTD 0.00% Reduce -4.6% 62 $6K
MidAtlantic Capital Management, Inc. 0.00% Reduce -50.0% 60 $6K
BBJS Financial Advisors, LLC 0.00% New 60 $6K
Syntax Research, Inc. 0.00% No change 59 $6K
Central Bank & Trust Co. 0.00% No change 58 $6K
Tower View Wealth Management LLC 0.00% No change 58 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 55 $5K
Fortitude Family Office, LLC 0.00% No change 55 $5K
Gilliland Jeter Wealth Management LLC 0.00% No change 52 $5K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 55 $5K
Lummis Asset Management, LP 0.01% No change 50 $5K
Peoples Financial Services Corp. 0.00% No change 50 $5K
NFSG Corp 0.00% No change 50 $5K
Westside Investment Management, Inc. 0.00% No change 50 $5K
Mfa Wealth Advisors, LLC 0.00% New 49 $5K
Financial Gravity Asset Management, Inc. 0.00% No change 48 $5K
Hoey Investments, Inc. 0.00% No change 46 $4K
Salomon & Ludwin, LLC 0.00% Reduce -27.0% 46 $4K
Toth Financial Advisory Corp. 0.00% No change 45 $4K
McIlrath & Eck, LLC 0.00% No change 45 $4K
Dunhill Financial, LLC 0.00% Add +25.0% 40 $4K
SOA Wealth Advisors, LLC. 0.00% No change 40 $4K
Fortis Group Advisors, LLC 0.00% No change 38 $4K
Princeton Global Asset Management LLC 0.00% New 36 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 29 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 28 $3K
Financial Freedom, LLC 0.00% Add +3.7% 28 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $3K
PFS Partners, LLC 0.00% No change 26 $3K
Unique Wealth Strategies, LLC 0.00% New 25 $2K
Pacific Center for Financial Services 0.00% No change 25 $2K
Clear Point Advisors Inc. 0.00% No change 24 $2K
Twin Lakes Capital Management, LLC 0.00% No change 23 $2K
Aspect Partners, LLC 0.00% No change 23 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 23 $2K
TD Capital Management LLC 0.00% Reduce -16.7% 20 $2K
Redmont Wealth Advisors LLC 0.00% No change 19 $2K
Planning Capital Management Corp 0.00% No change 17 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
1620 Investment Advisors, Inc. 0.00% New 17 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 16 $2K
Dogwood Wealth Management LLC 0.00% Add +6.7% 16 $1K
Chris Bulman Inc 0.00% — 15 $1K
Nvwm, LLC 0.00% Add +50.0% 15 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
West Paces Advisors Inc. 0.00% No change 14 $1K
Bogart Wealth, LLC 0.00% No change 14 $1K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 13 $1K
Guardian Wealth Management, Inc. 0.00% No change 13 $1K
Fairscale Capital, LLC 0.00% — 12 $1K
True Wealth Design, LLC 0.00% Add +33.3% 12 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
Partnership Wealth Management, LLC 0.00% No change 12 $1K
Fairway Wealth LLC 0.00% New 10 $963
New Millennium Group LLC 0.00% New 9 $866
Iron Horse Wealth Management, LLC 0.00% No change 9 $866
Fairman Group, LLC 0.00% No change 8 $770
ClariVest Asset Management LLC 0.00% No change 6 $576
Wolff Wiese Magana LLC 0.00% New 5 $482
Highline Wealth Partners LLC 0.00% New 3 $289
MeadowBrook Investment Advisors LLC 0.00% No change 2 $193
Delos Wealth Advisors, LLC 0.00% No change 2 $193
PSI Advisors, LLC 0.00% No change 2 $193
McClarren Financial Advisors, Inc. 0.00% Reduce -55.8% 96 $11
HBC Financial Services, PLLC 0.00% No change 7 $0
Evolution Advisers, Inc. 0.00% New 4 $0

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