Otis WorldwideOTIS

13F holders, Q3 2024 (September 30)
1,199holders +9
85new positions
71sold out
10famous investors
$103.95avg. 13F price*

At the end of Q3 2024, 1,199 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 9 from Q2 2024. 85 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($4.7B), BlackRock, Inc. ($3.4B) and JPMorgan Chase & Co. ($2.9B). 10 famous investors held it, including Terry Smith (2.5% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions85$97.5M
Exits71$125.5M

All 13F filers, Q2 2024 → Q3 2024: 20,713,234 shares bought and 12,562,281 shares sold, net +8,150,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,199 holders

Vanguard Group Inc. 0.08% Reduce -0.5% 44,854,720 $4.7B
BlackRock, Inc. 0.07% — 32,521,498 $3.4B
JPMorgan Chase & Co. 0.23% Add +41.0% 28,076,031 $2.9B
Alliancebernstein L.P. 0.75% Reduce -1.8% 21,544,241 $2.2B
State Street Corp. 0.07% Add +0.1% 16,075,641 $1.7B
Morgan Stanley 0.09% Reduce -5.2% 11,787,718 $1.2B
Geode Capital Management, LLC 0.09% Add +1.4% 11,031,700 $1.1B
Massachusetts Financial Services Co. 0.25% Reduce -2.5% 8,043,689 $836.1M
Franklin Resources Inc. 0.22% Add +58.3% 7,349,744 $774.9M
Norges Bank 0.10% Reduce -3.0% 7,052,396 $733.0M
Fiera Capital Corp 2.16% Reduce -1.7% 6,903,297 $717.5M
Fundsmith 2.53% Add +0.1% 6,141,228 $638.3M
GMO 1.66% Add +5.3% 5,098,541 $529.9M
BLS Capital Fondsmaeglerselskab A/S 13.68% Reduce -2.8% 4,552,527 $473.2M
Northern Trust Corp. 0.07% Reduce -5.0% 4,076,610 $423.7M
Sarasin & Partners LLP 3.75% Reduce -7.5% 3,823,792 $397.4M
Invesco Ltd. 0.08% Add +5.4% 3,745,789 $389.3M
Bank of America Corp. 0.03% Add +6.1% 3,685,312 $383.1M
Wellington Management Group LLP 0.07% Add +11.9% 3,680,452 $382.5M
FMR LLC 0.02% Add +3.0% 3,536,108 $367.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.38% Add +3.0% 3,451,079 $358.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +5.5% 3,285,837 $341.5M
Bank of New York Mellon Corp 0.06% Add +4.2% 3,283,953 $341.3M
CIBC Private Wealth Group LLC 0.59% Reduce -0.3% 3,148,878 $327.3M
Menora Mivtachim Holdings LTD. 1.96% Add +21.4% 2,990,829 $310.9M
Legal & General Group Plc 0.08% Reduce -0.3% 2,979,032 $309.6M
PineStone Asset Management Inc. 2.89% Add +5.2% 2,881,097 $299.5M
Capital Research Global Investors 0.06% Add +0.1% 2,780,568 $289.0M
Dimensional Fund Advisors LP 0.06% Add +0.1% 2,524,250 $262.4M
USS Investment Management Ltd 1.77% Add +0.0% 2,315,988 $240.7M
Schroder Investment Management Group 0.24% Reduce -15.5% 2,247,209 $234.7M
London Co. of Virginia 1.24% Add +2.1% 2,256,685 $234.6M
Van Eck Associates Corp. 0.29% Add +3673.6% 2,261,929 $232.7M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.1% 2,236,545 $232.5M
Goldman Sachs Group Inc. 0.04% Reduce -10.2% 2,012,018 $209.1M
OMERS ADMINISTRATION Corp 1.88% No change 1,963,820 $204.1M
T. Rowe Price Associates Inc. 0.02% Reduce -3.7% 1,883,459 $195.8M
Guinness Asset Management LTD 3.64% Add +4.6% 1,850,806 $192.4M
Primecap Management Co. 0.14% Add +0.0% 1,813,880 $188.5M
Fundsmith Investment Services LTD. 2.30% Add +0.3% 1,781,438 $185.2M
Jacobs Levy Equity Management, Inc. 0.66% Add +12.1% 1,647,625 $171.3M
Deutsche Bank AG 0.06% Add +0.8% 1,489,002 $154.8M
Voloridge Investment Management, LLC 0.56% Reduce -1.1% 1,468,196 $152.6M
Pictet Asset Management Holding SA 0.16% Reduce -4.6% 1,364,641 $141.9M
Clearbridge Investments, LLC 0.11% Reduce -0.6% 1,326,919 $137.9M
Boston Partners 0.16% Reduce -35.9% 1,286,286 $133.7M
California Public Employees Retirement System 0.09% Add +73.8% 1,211,529 $125.9M
Swiss National Bank 0.08% Reduce -0.0% 1,200,043 $124.7M
UBS Group AG 0.03% Reduce -3.4% 1,188,686 $123.6M
Aviva PLC 0.32% Add +6.7% 1,180,358 $122.7M
Jennison Associates LLC 0.08% Reduce -22.3% 1,178,557 $122.5M
National Pension Service 0.12% Add +9.9% 1,175,241 $122.2M
Russell Investments Group, Ltd. 0.17% Reduce -1.1% 1,132,996 $117.8M
Fayez Sarofim & Co 0.28% Add +6.2% 1,075,580 $111.8M
Lazard Freres Gestion S.A.S. 2.25% Reduce -1.8% 1,020,098 $106.0M
Brown Brothers Harriman & Co. 0.72% Add +24.9% 1,018,536 $105.9M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.3% 928,871 $96.5M
Fisher Asset Management 0.04% Reduce -16.0% 923,238 $96.0M
Los Angeles Capital Management LLC 0.38% Reduce -58.2% 902,514 $93.8M
Nuveen Asset Management, LLC 0.03% Add +0.1% 882,891 $91.8M
Barclays PLC 0.04% Reduce -6.9% 867,487 $90.2M
HighTower Advisors, LLC 0.13% Reduce -3.2% 858,348 $89.3M
Macquarie Group Ltd. 0.10% Add +15.7% 853,348 $88.7M
Gates Capital Management, Inc. 2.44% Reduce -3.2% 826,748 $85.9M
Parnassus Investments, LLC 0.18% Reduce -3.4% 822,772 $85.5M
Rhumbline Advisers 0.07% Reduce -2.9% 757,595 $78.7M
HSBC Holdings PLC 0.05% Add +17.6% 750,432 $77.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Reduce -11.1% 724,939 $75.3M
Royal Bank of Canada 0.02% Reduce -6.1% 721,171 $75.0M
National Bank of Canada 0.10% Add +274.2% 714,413 $74.3M
Neuberger Berman Group LLC 0.06% Reduce -13.3% 686,557 $71.4M
Victory Capital Management Inc. 0.07% Add +30.0% 685,347 $71.2M
California State Teachers Retirement System 0.08% Add +0.3% 658,924 $68.5M
Amundi 0.02% Reduce -30.0% 667,392 $67.5M
Wells Fargo & Company 0.02% Add +0.9% 641,510 $66.7M
Manufacturers Life Insurance Company, The 0.06% Reduce -3.6% 636,197 $66.1M
CANADA LIFE ASSURANCE Co 0.11% Add +2.9% 626,835 $65.2M
First Trust Advisors LP 0.06% Reduce -33.5% 616,519 $64.1M
Pinebridge Investments, L.P. 0.47% Reduce -3.7% 603,275 $62.7M
Voya Investment Management LLC 0.07% Reduce -22.8% 589,658 $61.3M
HM Payson & Co. 1.02% Add +0.5% 569,506 $59.2M
Railway Pension Investments Ltd 0.70% No change 563,900 $58.6M
Envestnet Asset Management Inc. 0.02% Add +7.6% 545,776 $56.7M
Artisan Partners Limited Partnership 0.08% Reduce -1.2% 544,375 $56.6M
American Century Companies Inc. 0.03% Reduce -13.9% 536,281 $55.7M
State of Wisconsin Investment Board 0.13% Reduce -55.7% 499,284 $51.9M
Rathbones Group PLC 0.25% Add +4.0% 472,560 $49.1M
Principal Financial Group Inc. 0.03% Add +1.4% 471,044 $49.0M
State Board of Administration of Florida Retirement System 0.09% Reduce -2.9% 459,319 $47.7M
Candriam S.C.A. 0.27% Add +55.9% 456,100 $47.4M
PNC Financial Services Group, Inc. 0.03% Reduce -2.2% 439,894 $45.7M
Bank of Montreal 0.02% Add +7.5% 409,792 $42.8M
Citigroup Inc. 0.04% Reduce -11.1% 409,723 $42.6M
Comgest Global Investors S.A.S. 0.59% Reduce -5.9% 398,152 $41.4M
J. Stern & Co. LLP 4.34% Add +3.5% 391,709 $40.7M
Bahl & Gaynor LLC 0.21% Reduce -8.0% 383,651 $39.9M
Pensioenfonds Rail & Ov 2.74% No change 379,699 $39.5M
Squarepoint Ops LLC 0.13% Reduce -18.0% 372,964 $38.8M
J. Safra Sarasin Holding AG 0.67% Add +25.3% 370,218 $38.5M
FIFTHDELTA Ltd 12.81% Reduce -7.8% 369,200 $38.4M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +18.6% 367,930 $38.2M
New York State Common Retirement Fund 0.05% Reduce -4.4% 348,808 $36.3M
Storebrand Asset Management As 0.11% Add +1.2% 342,473 $35.6M
Federated Hermes, Inc. 0.07% Reduce -31.0% 326,408 $33.9M
KBC Group NV 0.10% Reduce -3.8% 323,890 $33.7M
New York State Teachers Retirement System 0.07% Reduce -6.2% 317,687 $33.0M
Korea Investment CORP 0.08% Add +65.7% 306,691 $31.9M
Prudential Financial Inc. 0.04% Add +6.5% 301,891 $31.4M
Welch & Forbes LLC 0.38% Reduce -1.9% 287,515 $29.9M
Canada Pension Plan Investment Board 0.03% Add +4.6% 286,608 $29.8M
Prio Wealth Limited Partnership 0.87% Reduce -0.5% 284,636 $29.6M
AQR Capital Management 0.04% Add +24.9% 282,437 $29.4M
Ameriprise Financial Inc. 0.01% Reduce -1.6% 281,178 $29.2M
Assenagon Asset Management S.A. 0.06% Add +355.5% 274,876 $28.6M
Quintet Private Bank (Europe) S.A. 1.59% Add +14.6% 267,617 $27.8M
Border to Coast Pensions Partnership Ltd 0.56% Add +4.5% 262,972 $27.3M
Banque Pictet & Cie SA 0.26% Add +6.0% 257,071 $26.7M
Natixis Advisors, LLC 0.05% Reduce -3.6% 257,049 $26.7M
Nippon Life Global Investors Americas, Inc. 1.15% Reduce -1.5% 256,820 $26.7M
Man Group plc 0.08% Reduce -40.6% 255,569 $26.6M
Factory Mutual Insurance Co. 0.26% No change 244,000 $25.4M
B. Metzler seel. Sohn & Co. Holding AG 0.24% — 230,802 $24.0M
B. Metzler seel. Sohn & Co. AG 0.24% Add +9.2% 230,802 $24.0M
Handelsbanken Fonder AB 0.09% Add +6.3% 228,821 $23.8M
Equitable Trust Co. 1.49% Reduce -5.9% 223,746 $23.3M
Ensign Peak Advisors, Inc 0.04% Reduce -8.8% 221,707 $23.0M
Swedbank AB 0.03% No change 220,119 $22.9M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.7% 216,294 $22.5M
Corient Private Wealth LP 0.03% Add +5.6% 207,519 $21.6M
US Bancorp \de 0.03% Reduce -4.7% 202,720 $21.1M
Royal London Asset Management Ltd. 0.05% Add +1.8% 201,255 $20.9M
Danske Bank A/S 0.07% Reduce -10.1% 198,181 $20.6M
Gotham Asset Management 0.21% Add +31.2% 194,501 $20.2M
AXA S.A. 0.06% Add +26.5% 194,194 $20.2M
Carnegie Investment Counsel 0.58% Add +7.0% 190,321 $19.8M
Robeco Institutional Asset Management B.V. 0.04% Reduce -11.1% 185,499 $19.3M
Illinois Municipal Retirement Fund 0.27% No change 185,300 $19.3M
M&T Bank Corp 0.06% Add +11.2% 183,984 $19.1M
Nordea Investment Management AB 0.02% Add +5.7% 181,752 $19.0M
Sei Investments Co. 0.02% Add +11.2% 181,008 $18.8M
Treasurer of the State of North Carolina 0.07% Add +2.5% 180,306 $18.7M
TD Asset Management Inc 0.02% Add +7.0% 178,920 $18.7M
Mackenzie Financial Corp. 0.03% Add +229.3% 176,150 $18.3M
LPL Financial LLC 0.01% Add +10.1% 174,031 $18.1M
SG Americas Securities, LLC 0.07% Add +63.8% 173,588 $18.0M
Davidson Investment Advisors 0.86% Add +4.4% 170,732 $17.7M
Copeland Capital Management, LLC 0.30% Reduce -3.9% 168,048 $17.5M
Van Lanschot Kempen Investment Management N.V. 0.18% Add +2.4% 167,781 $17.4M
Raymond James & Associates 0.01% Reduce -8.6% 167,238 $17.4M
PGGM Investments 0.22% Reduce -3.3% 164,442 $17.1M
DekaBank Deutsche Girozentrale 0.03% Reduce -22.9% 158,568 $16.4M
Brown Advisory Inc. 0.02% Reduce -6.0% 157,731 $16.4M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -2.4% 157,000 $16.3M
Steigerwald, Gordon & Koch Inc. 1.75% Add +2.3% 154,647 $16.1M
Aberdeen Group plc 0.03% Reduce -6.3% 153,560 $15.9M
Commonwealth Equity Services, LLC 0.02% Reduce -1.6% 152,037 $15.8M
Public Employees Retirement System of Ohio 0.07% Reduce -4.4% 151,019 $15.7M
Creative Planning 0.02% Reduce -3.6% 149,781 $15.6M
Andra AP-fonden 0.23% Add +34.1% 148,234 $15.4M
Asset Management One Co., Ltd. 0.05% Reduce -0.6% 147,808 $15.4M
CIBC Asset Management Inc 0.05% Add +2.6% 146,877 $15.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +10.2% 142,724 $14.8M
Toronto Dominion Bank 0.03% Reduce -31.9% 140,273 $14.6M
State of New Jersey Common Pension Fund D 0.06% Add +3.4% 138,102 $14.4M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +0.2% 135,948 $14.1M
Forsta Ap-Fonden 0.11% Add +11.1% 133,900 $13.9M
Canoe Financial LP 0.32% Reduce -87.3% 129,266 $13.5M
Prospector Partners LLC 1.44% Add +4.0% 128,815 $13.4M
Credit Agricole S A 0.07% Reduce -25.6% 127,423 $13.2M
Mill Capital Management, LLC 1.03% New 127,181 $13.2M
Y-Intercept (Hong Kong) Ltd 0.80% New 125,333 $13.0M
Bornite Capital Management LP 2.30% New 125,000 $13.0M
Resona Asset Management Co.,Ltd. 0.07% Reduce -1.1% 122,204 $12.7M
MAI Capital Management 0.12% Reduce -2.0% 121,877 $12.7M
Nomura Asset Management Co. Ltd. 0.04% Add +4.1% 121,046 $12.6M
Varma Mutual Pension Insurance Co 0.10% Add +60.0% 124,542 $12.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Add +0.7% 117,572 $12.2M
Nisa Investment Advisors, LLC 0.07% Reduce -2.4% 116,259 $12.1M
Arizona State Retirement System 0.08% Reduce -1.4% 115,929 $12.0M
Markel Group 0.11% No change 114,620 $11.9M
Cullen/Frost Bankers, Inc. 0.16% Add +2.4% 112,564 $11.7M
Impax Asset Management Group plc 0.05% Reduce -5.3% 111,296 $11.6M
State of Michigan Retirement System 0.06% Reduce -1.4% 109,107 $11.3M
Citadel Advisors 0.01% Add +3.6% 107,167 $11.1M
Pictet North America Advisors SA 1.10% Add +1.1% 106,987 $11.1M
Meyer Handelman Co. 0.37% Add +3.2% 106,541 $11.1M
Comerica Bank 0.04% Reduce -1.3% 106,368 $11.1M
Federation des caisses Desjardins du Quebec 0.05% Add +1.5% 105,950 $11.0M
DNB Asset Management AS 0.05% Add +3.1% 104,456 $10.9M
MetLife Investment Management, LLC 0.06% Reduce -3.4% 104,211 $10.8M
Allied Investment Advisors, LLC 2.13% Add +1.5% 103,500 $10.8M
Connecticut Wealth Management, LLC 0.51% Add +0.6% 100,910 $10.5M
Corebridge Financial, Inc. 0.06% Reduce -4.0% 100,493 $10.4M
United Capital Financial Advisors, LLC 0.08% Reduce -1.9% 94,622 $9.8M
Capital Fund Management S.A. 0.11% Add +183.6% 94,366 $9.8M
Anchor Capital Advisors LLC 0.25% Reduce -1.5% 91,921 $9.6M
Allianz Asset Management GmbH 0.01% Add +24.1% 90,067 $9.4M
Stifel Financial Corp. 0.01% Add +3.7% 87,852 $9.1M
Retirement Systems of Alabama 0.03% Reduce -2.0% 87,437 $9.1M
Banco Santander, S.A. 0.11% Reduce -54.1% 87,369 $9.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -1.8% 87,197 $9.1M
Sawgrass Asset Management LLC 0.94% Add +40.9% 86,505 $9.0M
Schwartz Investment Counsel Inc. 0.31% No change 85,000 $8.8M
Cloverfields Capital Group, LP 2.81% Reduce -9.7% 83,562 $8.7M
IFM Investors Pty Ltd 0.08% Reduce -1.2% 83,161 $8.6M
Czech National Bank 0.09% Add +5.9% 81,597 $8.5M
Amalgamated Bank 0.07% Reduce -0.9% 80,988 $8.4M
Windward Capital Management Co. 0.63% Add +0.4% 79,123 $8.2M
Amica Mutual Insurance Co. 0.79% No change 78,482 $8.2M
Osborne Partners Capital Management, LLC 0.46% Reduce -0.4% 77,578 $8.1M
Osaic Holdings, Inc. 0.02% Add +4.0% 76,895 $8.0M
Lincoln Capital LLC 1.67% Reduce -1.5% 76,106 $7.9M
State of Tennessee, Department of Treasury 0.03% Reduce -26.7% 75,694 $7.9M
Trium Capital LLP 3.50% Add +7.2% 73,370 $7.6M
EFG Asset Management (Americas) Corp. 1.48% Reduce -6.4% 72,704 $7.6M
Peapack Gladstone Financial Corp. 0.11% Add +3.2% 72,344 $7.5M
Pacer Advisors, Inc. 0.02% Add +31.6% 71,444 $7.4M
Delta Asset Management LLC 0.63% Reduce -2.7% 70,894 $7.4M
Chartwell Investment Partners, LLC 0.25% Add +6.7% 70,576 $7.3M
Bank Pictet & Cie (Europe) AG 0.17% Add +8.9% 69,708 $7.2M
Mariner, LLC 0.01% Add +1.8% 69,554 $7.2M
MML Investors Services, LLC 0.03% Add +1.5% 69,208 $7.2M
Ethic Inc. 0.18% Reduce -11.4% 71,239 $7.1M
ANTIPODES PARTNERS Ltd 0.24% Reduce -20.7% 67,815 $7.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -13.1% 67,459 $7.0M
Utah Retirement Systems 0.08% Add +0.5% 66,852 $6.9M
ProShare Advisors LLC 0.02% Reduce -6.3% 66,763 $6.9M
Calamos Advisors LLC 0.05% Reduce -2.4% 66,604 $6.9M
AdvisorShares Investments LLC 1.32% Add +1.6% 66,044 $6.9M
Janus Henderson Group PLC 0.00% Reduce -0.6% 65,811 $6.8M
Commerce Bank 0.04% Reduce -2.5% 65,644 $6.8M
Bradley Foster & Sargent Inc. 0.11% Reduce -1.4% 65,269 $6.8M
Pinnacle Financial Partners Inc 0.14% Add +1314.8% 64,714 $6.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% — 63,724 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -35.4% 63,053 $6.6M
Yousif Capital Management, LLC 0.07% Reduce -1.1% 62,924 $6.5M
Keybank National Association 0.02% Reduce -1.4% 60,989 $6.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.43% Reduce -1.1% 60,205 $6.3M
Ipswich Investment Management Co., Inc. 1.43% Add +0.8% 59,576 $6.2M
New York Life Investment Management LLC 0.06% Reduce -3.9% 59,302 $6.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% No change 58,850 $6.1M
United Services Automobile Association 0.15% Add +17.5% 57,848 $6.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +1.2% 57,600 $6.0M
BTC Capital Management, Inc. 0.53% Reduce -0.6% 57,455 $6.0M
Janney Montgomery Scott LLC 0.02% Reduce -1.6% 56,504 $5.9M
Sheets Smith Wealth Management 0.72% No change 56,362 $5.9M
Foyston, Gordon & Payne Inc 1.45% Add +1.4% 55,938 $5.8M
Xponance LLC 0.06% Add +1.4% 55,692 $5.8M
Truist Financial Corp. 0.01% Reduce -6.8% 55,358 $5.8M
State of Alaska, Department of Revenue 0.06% Reduce -11.7% 55,066 $5.7M
Cibc World Markets Corp. 0.04% Add +4.6% 54,579 $5.7M
Gateway Investment Advisers LLC 0.06% Reduce -0.2% 54,410 $5.7M
Achmea Investment Management B.V. 0.09% Add +4.4% 54,330 $5.6M
Graybill Wealth Management, LTD. 2.08% Reduce -0.6% 53,889 $5.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.1% 51,728 $5.4M
Bank of Nova Scotia 0.01% Add +19.9% 51,440 $5.3M
Holocene Advisors, LP 0.02% New 50,693 $5.3M
BNP Paribas 0.21% Add +4.4% 49,403 $5.1M
Mutual of America Capital Management LLC 0.05% Reduce -3.3% 49,334 $5.1M
Daiwa Securities Group Inc. 0.02% Add +11.1% 49,173 $5.1M
Kanawha Capital Management LLC 0.37% Reduce -0.6% 48,956 $5.1M
Mercer Global Advisors Inc. 0.01% Add +7.7% 48,950 $5.1M
Cerity Partners LLC 0.01% Add +41.7% 48,773 $5.1M
APG Asset Management N.V. 0.03% Reduce -75.0% 54,203 $5.0M
Evoke Wealth, LLC 0.14% New 48,307 $5.0M
Nissay Asset Management Corp. /Japan 0.03% Reduce -8.5% 48,136 $5.0M
Wesleyan Assurance Society 0.40% No change 48,100 $5.0M
Cohen Capital Management, Inc. 0.81% Add +0.7% 47,996 $5.0M
Orion Porfolio Solutions, LLC 0.05% Reduce -5.9% 47,840 $5.0M
Orion Portfolio Solutions, LLC 0.05% Reduce -5.9% 47,840 $5.0M
Brown Shipley& Co Ltd 2.44% Reduce -3.4% 47,804 $5.0M
William Allan Corp 3.06% Add +0.6% 47,346 $4.9M
Pathstone Holdings, LLC 0.02% Add +1.3% 47,282 $4.9M
Modera Wealth Management, LLC 0.06% Add +386.6% 46,490 $4.8M
Scotia Capital Inc. 0.03% Add +0.0% 46,274 $4.8M
Artemis Investment Management LLP 0.07% New 45,577 $4.7M
First Manhattan Co. Llc. 0.01% Reduce -2.9% 45,506 $4.7M
Cetera Investment Advisers 0.01% Reduce -0.9% 44,854 $4.7M
Clifford Swan Investment Counsel LLC 0.16% Reduce -2.1% 44,586 $4.6M
Glenmede Trust Co. NA 0.02% Reduce -6.2% 44,071 $4.6M
Lifeworks Advisors, LLC 0.90% Add +16.3% 44,005 $4.6M
First Eagle Investment Management, LLC 0.01% Add +35.4% 43,729 $4.5M
TCW Group Inc. 0.04% Add +0.5% 43,563 $4.5M
Concentric Capital Strategies, LP 0.29% New 43,498 $4.5M
Aureus Asset Management, LLC 0.29% Reduce -0.8% 43,301 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +0.4% 43,127 $4.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.0% 43,057 $4.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.04% Add +1160.5% 43,461 $4.5M
Alps Advisors Inc. 0.03% Add +110.8% 41,207 $4.3M
Rockefeller Capital Management L.P. 0.01% Reduce -11.1% 41,190 $4.3M
QRG Capital Management, Inc. 0.05% Add +7.8% 40,938 $4.3M
Aviso Financial Inc. 0.21% Reduce -0.3% 40,867 $4.2M
Teza Capital Management LLC 0.46% Add +103.3% 40,020 $4.2M
Fiduciary Trust Co 0.06% Reduce -7.3% 39,548 $4.1M
Wealthfront Advisers LLC 0.01% Reduce -1.2% 39,515 $4.1M
Captrust Financial Advisors 0.01% Reduce -6.8% 39,163 $4.1M
Atlantic Union Bankshares Corp 0.23% Add +6.4% 38,688 $4.0M
Arlington Partners LLC 1.57% Add +20.3% 38,576 $4.0M
Farmers & Merchants Investments Inc. 0.12% Reduce -2.2% 37,643 $3.9M
Regions Financial Corp. 0.03% Reduce -2.3% 37,420 $3.9M
Richard Bernstein Advisors LLC 0.08% No change 36,961 $3.8M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -2.4% 36,660 $3.8M
Thrivent Financial for Lutherans 0.01% Add +8.4% 36,612 $3.8M
Cacti Asset Management LLC 0.28% No change 38,404 $3.8M
BDF-Gestion 0.40% No change 30,268 $3.7M
Elo Mutual Pension Insurance Co 0.08% Add +2.1% 35,691 $3.7M
ING Groep NV 0.02% Reduce -34.6% 35,570 $3.7M
O'shaughnessy Asset Management, LLC 0.03% Reduce -3.5% 34,850 $3.7M
Marshall Wace, LLP 0.00% New 34,801 $3.6M
Cresset Asset Management, LLC 0.01% Reduce -5.7% 34,745 $3.6M
Wesbanco Bank Inc. 0.12% Add +3.8% 34,675 $3.6M
WINTON GROUP Ltd 0.25% New 34,461 $3.6M
Oregon Public Employees Retirement Fund 0.07% Reduce -1.1% 34,327 $3.6M
Seascape Capital Management 1.25% Reduce -1.4% 33,859 $3.5M
Eventide Asset Management, LLC 0.06% Add +10.5% 33,664 $3.5M
Rafferty Asset Management, LLC 0.01% Reduce -3.6% 33,587 $3.5M
Roundview Capital LLC 0.25% Add +1.4% 33,176 $3.4M
Circle Wealth Management, LLC 0.07% No change 32,510 $3.4M
Tidal Investments LLC 0.04% Add +14.8% 32,445 $3.4M
Cibc World Market Inc. 0.01% Reduce -1.2% 32,296 $3.4M
Threadgill Financial, LLC 1.98% New 32,046 $3.3M
Baird Financial Group, Inc. 0.01% Reduce -15.4% 31,161 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.9% 31,098 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -6.6% 30,400 $3.2M
Avantax Advisory Services, Inc. 0.02% Add +0.5% 30,305 $3.1M
Shelter Mutual Insurance Co 0.75% No change 31,200 $3.1M
Quantinno Capital Management LP 0.04% Reduce -7.7% 30,205 $3.1M
Abn Amro Investment Solutions 0.05% Add +3.6% 30,184 $3.1M
Two Sigma Investments, LP 0.01% Reduce -54.3% 30,139 $3.1M
Louisbourg Investments Inc. 0.79% Add +1.1% 35,833 $3.1M
Gulf International Bank (UK) Ltd 0.08% Reduce -4.6% 29,833 $3.1M
Cohen Klingenstein LLC 0.11% No change 29,307 $3.0M
M. Kraus & Co 0.89% Reduce -3.0% 29,157 $3.0M
IMC-Chicago, LLC 0.09% New 28,666 $3.0M
UniSuper Management Pty Ltd 0.02% Add +8.7% 28,165 $2.9M
LRI Investments, LLC 0.28% No change 29,158 $2.9M
Kentucky Retirement Systems 0.09% Reduce -8.4% 27,905 $2.9M
Evercore Wealth Management, LLC 0.04% Reduce -0.9% 27,472 $2.9M
Intech Investment Management LLC 0.03% Reduce -13.1% 27,366 $2.8M
J.P. Marvel Investment Advisors, LLC 0.46% Reduce -0.7% 26,944 $2.8M
Liberty Capital Management, Inc. 0.61% Add +0.2% 26,742 $2.8M
Savant Capital, LLC 0.02% Add +42.6% 26,694 $2.8M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -56.0% 26,602 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +3.1% 26,576 $2.8M
Mizuho Securities USA LLC 0.06% Reduce -16.7% 25,974 $2.7M
Canandaigua National Bank & Trust Co. 0.26% Reduce -7.4% 25,780 $2.7M
Okabena Investment Services Inc. 0.75% No change 25,550 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +35.9% 44,735 $2.6M
Silvercrest Asset Management Group LLC 0.02% Reduce -3.2% 25,330 $2.6M
TrinityBridge Ltd 0.08% Reduce -10.3% 25,147 $2.6M
Hartford Investment Management Co. 0.09% Reduce -2.7% 25,134 $2.6M
Seven Eight Capital, LP 0.23% New 24,921 $2.6M
Blair William & Co. 0.01% Add +1.2% 24,843 $2.6M
Heritage Investors Management Corp. 0.09% Reduce -0.6% 24,587 $2.6M
JB Capital LLC 0.15% Add +0.2% 24,491 $2.5M
Crossmark Global Holdings, Inc. 0.05% Add +1.2% 24,433 $2.5M
Letson Investment Management, Inc. 0.99% Add +2.9% 24,370 $2.5M
NorthCoast Asset Management LLC 0.02% Add +40.4% 28,114 $2.5M
AMG National Trust Bank 0.07% Reduce -22.0% 23,732 $2.5M
Boston Financial Mangement LLC 0.07% Add +9.3% 23,552 $2.4M
Jefferies Financial Group Inc. 0.04% Reduce -32.5% 23,523 $2.4M
Rockland Trust Co. 0.12% Add +10.8% 23,430 $2.4M
YHB Investment Advisors, Inc. 0.20% Reduce -0.2% 23,417 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +6.6% 23,370 $2.4M
Liontrust Investment Partners LLP 0.03% No change 25,018 $2.4M
Maryland State Retirement & Pension System 0.05% Reduce -26.7% 23,070 $2.4M
Sandy Spring Bank 0.10% Reduce -9.2% 23,064 $2.4M
Rakuten Investment Management, Inc. 0.01% Add +33.0% 22,925 $2.4M
GTS Securities LLC 0.05% Add +192.6% 22,816 $2.4M
Focus Partners Wealth 0.01% Reduce -8.2% 22,771 $2.4M
Plato Investment Management Ltd 0.19% No change 22,745 $2.4M
D. E. Shaw & Co. 0.00% Reduce -19.6% 22,666 $2.4M
Sanctuary Advisors, LLC 0.01% Add +3.3% 23,223 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -1.3% 22,600 $2.3M
Symmetry Investments LP 0.50% New 22,458 $2.3M
Securian Asset Management, Inc. 0.07% Reduce -4.7% 22,153 $2.3M
Tocqueville Asset Management L.P. 0.04% Reduce -0.3% 22,057 $2.3M
Venture Visionary Partners LLC 0.10% Reduce -0.8% 21,988 $2.3M
Dodge & Cox 0.00% No change 21,810 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +11.9% 21,192 $2.2M
Private Advisor Group, LLC 0.01% Reduce -6.8% 20,813 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -0.1% 20,796 $2.2M
ICICI Prudential Asset Management Co Ltd 0.23% New 20,600 $2.1M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.10% No change 20,500 $2.1M
Praxis Investment Management Inc. 0.13% Reduce -19.5% 20,480 $2.1M
NBT Bank, N.A. 0.14% Reduce -2.2% 20,241 $2.1M
Selway Asset Management 0.81% Add +0.8% 20,021 $2.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -70.5% 19,816 $2.1M
New Mexico Educational Retirement Board 0.07% Reduce -3.9% 19,808 $2.1M
Huntington National Bank 0.02% Add +3.7% 19,577 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -16.4% 19,519 $2.0M
Sage Capital Management, LLC 0.96% New 19,292 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -6.2% 18,811 $2.0M
Choreo, LLC 0.03% Add +4.2% 18,698 $1.9M
Essex Financial Services, Inc. 0.14% Reduce -4.0% 18,686 $1.9M
Fifth Third Bancorp 0.01% Reduce -3.8% 18,403 $1.9M
Snider Financial Group 0.70% Add +11.8% 18,358 $1.9M
Zurich Insurance Group Ltd 0.02% No change 18,200 $1.9M
XTX Topco Ltd 0.14% New 17,917 $1.9M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -0.0% 17,903 $1.9M
Cwm, LLC 0.01% Add +1.0% 17,727 $1.8M
Dearborn Partners LLC 0.07% No change 17,636 $1.8M
FORA Capital, LLC 0.21% Reduce -16.7% 17,464 $1.8M
Pinnacle Associates Ltd. 0.03% Add +9.8% 20,120 $1.8M
Paloma Partners Management Co 0.12% Add +63.1% 17,237 $1.8M
Public Sector Pension Investment Board 0.01% Reduce -91.5% 16,971 $1.8M
Perigon Wealth Management, LLC 0.05% Reduce -0.3% 16,696 $1.7M
Norinchukin Bank, The 0.04% Add +15.4% 16,567 $1.7M
Investment Research & Advisory Group, Inc. 0.73% Reduce -9.8% 16,560 $1.7M
Ieq Capital, LLC 0.02% Add +7.6% 16,485 $1.7M
NEOS Investment Management LLC 0.05% Add +10.8% 16,428 $1.7M
Sterling Capital Management LLC 0.02% — 16,056 $1.7M
Principal Securities, Inc. 0.04% Add +16.7% 15,736 $1.6M
Tufton Capital Management 0.31% Reduce -0.8% 15,727 $1.6M
E. Ohman J:or Asset Management AB 0.04% Reduce -12.5% 15,700 $1.6M
American National Bank & Trust 0.19% Reduce -1.8% 15,652 $1.6M
Shelter Ins Retirement Plan 2.00% No change 16,000 $1.6M
HB Wealth Management, LLC 0.02% Add +48.0% 15,518 $1.6M
Lazard Asset Management LLC 0.00% Reduce -44.4% 15,338 $1.6M
Redwood Investment Management, LLC 0.14% Add +4.1% 15,027 $1.6M
Trivant Custom Portfolio Group, LLC 0.90% Reduce -34.6% 14,987 $1.6M
Tiaa Trust, National Association 0.00% Reduce -90.0% 14,938 $1.6M
Bessemer Group Inc. 0.00% Reduce -1.0% 14,869 $1.5M
Hartford Funds Management Co LLC 0.14% Add +2.3% 14,815 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -7.5% 14,632 $1.5M
Systematic Alpha Investments, LLC 0.06% Reduce -21.5% 14,610 $1.5M
Private Trust Co. NA 0.15% Add +11.4% 14,480 $1.5M
Park Avenue Securities LLC 0.02% Reduce -3.3% 14,435 $1.5M
Triangle Securities Wealth Management 0.39% Reduce -2.0% 14,406 $1.5M
Moody LYNN Lieberson & Walker, LLC 0.09% Reduce -1.9% 14,258 $1.5M
Argent Trust Co 0.06% Add +5.5% 14,250 $1.5M
Empirical Finance, LLC 0.09% Add +2.0% 14,216 $1.5M
Synovus Financial Corp. 0.02% Add +0.6% 14,124 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -1.6% 14,109 $1.5M
Arthur M. Cohen & Associates, LLC 0.26% Reduce -6.7% 14,000 $1.5M
DAVENPORT & Co LLC 0.01% Add +11.6% 13,976 $1.5M
Trust Co. of Vermont 0.07% Reduce -1.6% 13,693 $1.4M
Walleye Capital LLC 0.02% Add +173.6% 13,685 $1.4M
D.A. Davidson & Co. 0.01% Add +5.3% 13,490 $1.4M
Investment Management Corp of Ontario 0.03% Add +50.5% 13,408 $1.4M
Wilmington Savings Fund Society, FSB 0.02% Add +297.9% 13,329 $1.4M
Whittier Trust Co. 0.02% Reduce -0.6% 13,136 $1.4M
Parsons Capital Management Inc. 0.09% Reduce -0.6% 13,091 $1.4M
NJ State Employees Deferred Compensation Plan 0.16% No change 13,001 $1.4M
Goelzer Investment Management, Inc. 0.07% Reduce -0.4% 12,995 $1.4M
Metis Global Partners, LLC 0.04% Add +0.7% 12,843 $1.3M
Vinva Investment Management Ltd 0.06% Reduce -58.3% 12,701 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.3% 12,694 $1.3M
Woodstock Corp. 0.13% Reduce -0.6% 12,560 $1.3M
Pensionfund Sabic 0.41% Reduce -16.7% 12,500 $1.3M
Hartford Financial Management Inc. 0.27% Reduce -0.8% 12,496 $1.3M
Ironwood Investment Management LLC 0.63% Add +0.1% 12,404 $1.3M
Dash Acquisitions Inc. 0.31% Add +4.2% 12,648 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -8.4% 12,215 $1.3M
Swiss Life Asset Management Ltd 0.01% Reduce -21.7% 12,073 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -9.1% 11,859 $1.2M
Rossmore Private Capital 0.15% Reduce -0.0% 11,726 $1.2M
Lafayette Investments, Inc. 0.25% Add +9.2% 11,608 $1.2M
Neville Rodie & Shaw Inc. 0.09% Reduce -0.4% 11,558 $1.2M
Paradigm Asset Management Co. LLC 0.31% No change 11,500 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +21.0% 11,426 $1.2M
Principle Wealth Partners LLC 0.08% Add +2.0% 11,402 $1.2M
Bollard Group LLC 0.03% Add +0.2% 11,238 $1.2M
Raymond James Trust N.A. 0.03% Reduce -1.6% 11,109 $1.2M
Florida Trust Wealth Management Co 0.04% Reduce -0.0% 11,084 $1.2M
Ellevest, Inc. 0.06% Reduce -18.4% 11,071 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -61.9% 10,863 $1.1M
Atria Investments, Inc 0.01% Reduce -2.2% 10,845 $1.1M
Clearstead Advisors, LLC 0.02% Add +1.9% 10,792 $1.1M
Snowden Capital Advisors LLC 0.03% Add +14.7% 10,748 $1.1M
Bridges Investment Management Inc. 0.02% Add +0.2% 10,716 $1.1M
HighPoint Advisor Group LLC 0.06% Add +7.0% 10,837 $1.1M
LBP Am SA 0.02% Reduce -5.0% 10,290 $1.1M
Vontobel Holding Ltd. 0.00% Add +1.5% 10,260 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.09% New 10,240 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -4.5% 10,200 $1.1M
Greenleaf Trust 0.01% Reduce -3.1% 10,148 $1.1M
Fox Run Management, L.L.C. 0.23% Add +75.8% 10,118 $1.1M
Merit Financial Group, LLC 0.02% Reduce -2.7% 10,096 $1.0M
Canal Insurance CO 0.24% No change 10,000 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +3.2% 9,993 $1.0M
Monarch Capital Management Inc. 0.28% Reduce -1.7% 9,887 $1.0M
Burney Co./ 0.04% Reduce -0.7% 9,854 $1.0M
Birch Hill Investment Advisors LLC 0.05% No change 9,787 $1.0M
Trust Co. of Toledo NA 0.14% Reduce -0.9% 9,744 $1.0M
First Trust Direct Indexing L.P. 0.05% Reduce -20.6% 9,712 $1.0M
Applied Finance Capital Management, LLC 0.04% Add +1.2% 9,694 $1.0M
Compass Wealth Management LLC 0.24% Reduce -4.4% 9,665 $1.0M
IMA Advisory Services, Inc. 0.22% Add +1.7% 9,570 $995K
Guggenheim Capital LLC 0.01% Reduce -31.8% 9,564 $994K
Shell Asset Management Co. 0.04% — 9,437 $981K
Oppenheimer & Co. Inc. 0.01% Reduce -3.9% 9,363 $973K
Amica Retiree Medical Trust 0.81% — 9,339 $971K
Home Federal Bank of Tennessee 0.28% Add +4.5% 9,331 $970K
Parallel Advisors, LLC 0.02% Reduce -1.7% 9,283 $965K
Salem Investment Counselors Inc. 0.03% Add +1.0% 9,190 $955K
Advisors Asset Management, Inc. 0.02% Add +3.6% 9,173 $953K
NewEdge Advisors, LLC 0.01% Add +0.5% 9,139 $950K
Kestra Private Wealth Services, LLC 0.02% Add +2.4% 9,065 $942K
Guinness Atkinson Asset Management Inc 0.46% Reduce -3.5% 9,063 $942K
Holowesko Partners Ltd. 0.49% No change 9,000 $935K
Field & Main Bank 0.33% Reduce -2.6% 8,883 $923K
FineMark National Bank & Trust 0.03% No change 8,651 $899K
Cypress Capital Group 0.10% Reduce -0.4% 8,573 $891K
Ninety One North America, Inc. 0.06% New 8,510 $885K
Lee Danner & Bass Inc. 0.06% Reduce -1.4% 8,500 $883K
Sit Investment Associates Inc. 0.02% No change 8,415 $875K
Glenview Trust Co 0.02% Reduce -2.0% 8,395 $873K
Lido Advisors, LLC 0.01% Add +6.4% 8,272 $860K
Meeder Advisory Services, Inc. 0.06% Add +4.9% 8,269 $859K
DF Dent & Co. Inc. 0.01% Add +32.3% 8,241 $857K
Marble Harbor Investment Counsel, LLC 0.09% Reduce -1.2% 8,119 $844K
Dumont & Blake Investment Advisors LLC 0.22% Reduce -50.0% 8,063 $838K
Panagora Asset Management Inc. 0.00% Reduce -0.1% 7,962 $828K
Bleakley Financial Group, LLC 0.03% Reduce -4.3% 7,921 $823K
Vestcor Inc 0.03% No change 7,875 $819K
Baldwin Investment Management, LLC 0.10% No change 7,857 $817K
TD Private Client Wealth LLC 0.02% Reduce -1.8% 7,826 $813K
V-Square Quantitative Management LLC 0.12% Add +14.8% 7,769 $808K
Integrated Wealth Concepts LLC 0.01% Reduce -9.6% 7,765 $807K
Pring Turner Capital Group Inc. 0.50% No change 7,575 $787K
Groupama Asset Managment 0.02% Add +1.4% 9,428 $787K
Johnson Investment Counsel Inc. 0.01% Reduce -24.7% 7,521 $782K
Daymark Wealth Partners, LLC 0.03% Add +1.1% 7,515 $781K
Eastern Bank 0.01% New 7,498 $779K
Curated Wealth Partners LLC 0.10% Reduce -0.0% 7,488 $778K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.7% 7,417 $771K
Virtu Financial LLC 0.04% Reduce -6.2% 7,402 $769K
Chicago Capital, LLC 0.02% Add +2.2% 7,393 $768K
Romano Brothers and Company 0.10% No change 7,384 $767K
CI Investments Inc. 0.00% Add +6.9% 7,298 $759K
Empowered Funds, LLC 0.01% Add +10.1% 7,286 $757K
Ar Asset Management Inc. 0.17% No change 7,200 $748K
Horizon Investments, LLC 0.02% Reduce -1.4% 7,159 $744K
Werlinich Asset Management, LLC 0.43% No change 7,155 $744K
J.W. Cole Advisors, Inc. 0.03% Add +11.6% 7,142 $742K
Prudential PLC 0.00% Reduce -77.4% 7,109 $739K
Kingsview Wealth Management, LLC 0.02% Add +13.1% 7,102 $738K
Summit Trail Advisors, LLC 0.02% Reduce -13.3% 7,099 $738K
Vident Advisory, LLC 0.02% Add +17.4% 7,074 $735K
Cary Street Partners Investment Advisory LLC 0.03% Add +2.9% 7,005 $728K
Fullerton Fund Management Co Ltd. 0.03% Add +46.1% 6,938 $721K
Dorsey & Whitney Trust CO LLC 0.04% Add +178.4% 6,831 $710K
Williams Jones Wealth Management, LLC. 0.01% Reduce -14.7% 6,826 $709K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +5.8% 6,781 $705K
Diversified Trust Co. 0.02% Add +36.9% 6,773 $704K
Curbstone Financial Management Corp 0.15% Reduce -1.1% 6,746 $701K
Agf Management Ltd. 0.00% New 6,743 $701K
Waterford Advisors, LLC 0.35% No change 6,690 $695K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.1% 6,667 $694K
ELCO Management Co., LLC 0.38% Reduce -3.8% 6,675 $694K
Westhampton Capital, LLC 0.35% No change 6,587 $685K
Apollon Wealth Management, LLC 0.02% Reduce -12.7% 6,570 $683K
Landscape Capital Management, L.L.C. 0.07% New 6,508 $676K
NorthRock Partners, LLC 0.02% Reduce -2.4% 6,471 $673K
EP Wealth Advisors, LLC 0.01% Add +7.2% 6,407 $666K
Larson Financial Group LLC 0.04% Add +53.5% 6,395 $665K
Auto-Owners Insurance Co 0.02% No change 6,393 $664K
Cooper Financial Group 0.09% Reduce -12.5% 6,376 $663K
Mesirow Financial Investment Management, Inc. 0.01% Add +3.7% 6,363 $661K
Simmons Bank 0.05% Reduce -1.7% 6,349 $660K
ICW Investment Advisors LLC 0.27% Add +1.3% 6,329 $658K
Sentry Investment Management LLC 0.28% Add +3.1% 6,300 $655K
Axq Capital, LP 0.20% New 6,274 $652K
Diversify Wealth Management, LLC 0.06% Add +12.9% 6,280 $646K
Campbell & CO Investment Adviser LLC 0.05% Add +77.0% 6,202 $645K
Means Investment Co., Inc. 0.07% No change 6,189 $643K
AlphaQuest LLC 0.06% Reduce -46.5% 6,187 $643K
Wedmont Private Capital 0.04% Reduce -6.0% 6,101 $635K
Meridian Management Co. 0.16% Reduce -0.3% 6,104 $634K
CENTRAL TRUST Co 0.01% Reduce -17.3% 6,103 $634K
Penobscot Investment Management Company, Inc. 0.06% Add +14.2% 6,103 $634K
Soltis Investment Advisors LLC 0.06% Add +0.1% 6,092 $633K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Reduce -7.3% 6,035 $627K
Ahl Investment Management, Inc. 0.43% No change 5,942 $618K
Lindbrook Capital, LLC 0.05% Reduce -2.8% 5,921 $615K
Allred Capital Management, LLC 0.24% No change 5,911 $614K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -59.3% 5,849 $608K
Silver Oak Securities, Incorporated 0.06% Add +13.7% 5,881 $597K
Garrison Point Advisors, LLC 0.37% No change 5,745 $597K
Holderness Investments Co. 0.13% Reduce -0.8% 5,739 $597K
Quotient Wealth Partners, LLC 0.02% Reduce -3.0% 5,699 $592K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.0% 5,673 $590K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +7.9% 5,633 $585K
Bull Street Advisors, LLC 0.27% Reduce -0.2% 5,632 $585K
Montag A & Associates Inc. 0.03% Reduce -0.5% 5,616 $584K
Ingalls & Snyder LLC 0.02% Reduce -0.5% 5,578 $580K
LGT Group Foundation 0.01% Add +4.0% 5,516 $578K
Moody National Bank Trust Division 0.06% Add +18.6% 5,550 $577K
Wendell David Associates Inc. 0.05% Reduce -7.4% 5,519 $574K
Optas, LLC 0.13% Add +2.2% 5,522 $574K
IHT Wealth Management, LLC 0.02% Add +20.6% 5,464 $568K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -10.6% 5,439 $565K
GAMMA Investing LLC 0.06% Reduce -0.5% 5,390 $560K
Jones Financial Companies LLLP 0.00% Add +68.9% 5,315 $555K
Investment Advisory Services Inc. /TX 0.19% Reduce -4.6% 5,303 $551K
Freestone Capital Holdings, LLC 0.02% Add +0.4% 5,300 $551K
Acadian Asset Management LLC 0.00% Reduce -60.2% 5,302 $550K
Ballentine Partners, LLC 0.01% Reduce -22.3% 5,251 $546K
Townsquare Capital LLC 0.01% Add +7.4% 5,225 $543K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +74.3% 4,356 $537K
Valley Brook Capital Group, Inc. 0.38% Reduce -1.9% 5,115 $532K
NorthCrest Asset Manangement, LLC 0.02% Add +3.6% 5,110 $531K
Diversify Advisory Services, LLC 0.03% Reduce -13.6% 5,136 $529K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.2% 5,087 $529K
Atria Wealth Solutions, Inc. 0.01% Reduce -29.9% 5,046 $524K
Checchi Capital Advisers, LLC 0.04% Add +3.1% 5,034 $523K
Moors & Cabot, Inc. 0.03% Add +0.4% 4,993 $519K
Signaturefd, LLC 0.01% Reduce -8.4% 4,983 $518K
Everett Harris & Co. 0.01% Add +6.4% 4,967 $516K
Busey Bank 0.02% Add +3.9% 4,951 $515K
Stephens Inc. 0.01% Reduce -2.0% 4,950 $514K
&partners 0.01% Add +130.1% 4,944 $514K
Profund Advisors LLC 0.02% Reduce -24.4% 4,917 $511K
Baker Avenue Asset Management, LP 0.02% New 4,884 $508K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.9% 4,859 $505K
iSAM Funds (UK) Ltd 0.29% Reduce -50.9% 4,843 $503K
UMB Bank, n.a. 0.01% Reduce -5.9% 4,792 $498K
Radnor Capital Management, LLC 0.07% Add +4.9% 4,776 $496K
Verdence Capital Advisors LLC 0.04% Add +0.8% 4,753 $494K
Caxton Associates LP 0.02% New 4,749 $494K
Zions Bancorporation, N.A. 0.04% Reduce -2.6% 4,732 $492K
Aull & Monroe Investment Management Corp 0.23% Reduce -4.0% 4,725 $491K
Valeo Financial Advisors, LLC 0.01% Reduce -0.3% 4,716 $490K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -1.1% 4,696 $488K
Caprock Group, LLC 0.02% Reduce -19.4% 4,661 $484K
Aptus Capital Advisors, LLC 0.01% Add +30.0% 4,645 $483K
City Holding Co. 0.07% Add +21.4% 4,644 $483K
Geller Advisors LLC 0.03% Reduce -1.0% 4,640 $482K
Sovereign Financial Group, Inc. 0.11% Reduce -1.3% 4,629 $481K
Philadelphia Trust Co. 0.03% Reduce -37.8% 4,624 $481K
Waldron Private Wealth LLC 0.02% Add +8.2% 4,612 $479K
Wedbush Securities Inc. 0.02% Add +1.1% 4,601 $478K
TD Waterhouse Canada Inc. 0.00% Reduce -12.4% 4,591 $476K
Choate Investment Advisors 0.01% Reduce -2.9% 4,574 $475K
Core Wealth Partners LLC 0.29% No change 4,570 $475K
Siemens Fonds Invest GmbH 0.04% Reduce -0.7% 4,566 $475K
Bar Harbor Wealth Management 0.03% Reduce -6.2% 4,544 $472K
Excalibur Management Corp. 0.18% Reduce -4.0% 4,536 $471K
Mirova 0.08% No change 4,505 $468K
Gabelli Funds LLC 0.00% No change 4,500 $468K
DRW Securities, LLC 0.03% New 4,492 $467K
Millennium Management 0.00% Reduce -98.0% 4,492 $467K
Qtron Investments LLC 0.06% Reduce -69.5% 4,478 $465K
Beck Mack & Oliver LLC 0.01% Reduce -1.6% 4,472 $465K
Allworth Financial LP 0.00% Add +0.9% 4,470 $465K
Exencial Wealth Advisors, LLC 0.02% Add +0.6% 4,464 $464K
1ST Source Bank 0.03% Reduce -2.5% 4,429 $460K
Pitcairn Co. 0.03% Reduce -20.0% 4,420 $459K
Forte Capital LLC 0.05% Reduce -0.4% 4,413 $459K
Mutual Advisors, LLC 0.01% Reduce -16.3% 4,467 $458K
Caldwell Trust Co 0.05% Reduce -1.7% 4,337 $451K
Pointe Capital Management LLC 0.26% No change 4,326 $450K
Westpac Banking Corp. 0.03% No change 4,306 $448K
Supplemental Annuity Collective Trust of NJ 0.13% No change 4,300 $447K
Drexel Morgan & Co. 0.08% No change 4,288 $446K
Wolverine Trading, LLC 0.01% New 4,250 $444K
Fifth Third Wealth Advisors LLC 0.03% Add +0.5% 4,254 $442K
Schnieders Capital Management LLC 0.08% Add +1.7% 4,213 $438K
Boston Trust Walden Corp 0.00% No change 4,198 $436K
Monterey Private Wealth, Inc. 0.15% Reduce -15.5% 4,175 $434K
First Horizon Advisors, Inc. 0.01% Add +0.6% 4,164 $433K
Cigna Investments Inc. 0.08% Reduce -2.1% 4,162 $432K
Shakespeare Wealth Management, LLC 0.11% Add +0.2% 4,152 $432K
Graypoint LLC 0.03% Reduce -2.5% 4,115 $428K
Fiduciary Group, LLC 0.04% No change 4,086 $425K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.7% 4,057 $422K
iA Global Asset Management Inc. 0.01% Reduce -63.0% 4,013 $417K
Knollwood Investment Advisory, LLC 0.04% No change 4,008 $417K
Kraematon Investment Advisors, Inc. 0.41% Reduce -2.4% 4,006 $416K
BSW Wealth Partners 0.06% Add +29.9% 3,987 $414K
Kenora Financial, LLC 0.17% Reduce -0.6% 3,983 $414K
Atwood & Palmer Inc. 0.03% No change 3,975 $413K
Quadrant Capital Group LLC 0.03% Reduce -4.7% 3,972 $413K
Sound View Wealth Advisors Group, LLC 0.03% Add +2.2% 3,938 $409K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -85.4% 3,930 $408K
Headinvest, LLC 0.07% Reduce -20.3% 3,888 $404K
Kintegral Advisory, LLC 0.04% Reduce -1.3% 3,843 $399K
GYL Financial Synergies, LLC 0.03% Reduce -0.3% 3,815 $396K
HBK Sorce Advisory LLC 0.01% Reduce -6.6% 3,804 $395K
Robinson Smith Wealth Advisors LLC 0.33% No change 3,776 $392K
First Western Trust Bank 0.02% Reduce -0.1% 3,770 $392K
CX Institutional 0.02% Add +1.3% 3,749 $390K
Rothschild Investment LLC 0.03% Reduce -3.1% 3,733 $388K
Foster & Motley Inc. 0.02% Add +0.8% 3,734 $388K
GAMCO Investors 0.00% No change 3,720 $387K
Bokf, NA 0.01% Reduce -11.5% 3,685 $384K
Concurrent Investment Advisors, LLC 0.01% Add +2.3% 3,697 $384K
QSV Equity Investors LLC 0.36% No change 3,695 $384K
Fractal Investments LLC 0.06% Reduce -60.7% 3,690 $384K
Global Retirement Partners, LLC 0.01% Reduce -9.3% 3,683 $383K
EntryPoint Capital, LLC 0.22% Add +51.7% 3,658 $380K
Aberdeen Wealth Management LLC 0.25% Reduce -2.7% 3,624 $377K
Capstone Investment Advisors, LLC 0.01% New 3,612 $375K
Hilltop Holdings Inc. 0.02% Add +22.2% 3,596 $374K
Bell Investment Advisors, Inc 0.07% No change 3,592 $373K
Grey Ledge Advisors, LLC 0.10% Add +0.1% 3,575 $372K
Fortune Financial Advisors, LLC 0.34% Add +0.1% 3,569 $371K
Old National Bancorp 0.01% Reduce -1.2% 3,568 $371K
Ridgewood Investments LLC 0.18% Add +1309.5% 3,566 $371K
Ostrum Asset Management 0.03% Add +1.3% 3,565 $371K
Intrua Financial, LLC 0.06% Reduce -4.0% 3,549 $369K
Patten & Patten Inc. 0.02% Reduce -8.0% 3,537 $368K
Americana Partners, LLC 0.03% No change 3,534 $367K
WASHINGTON TRUST Co 0.01% Reduce -0.3% 3,529 $367K
Fidelis Capital Partners, LLC 0.04% Reduce -1.1% 3,559 $366K
Northwest Bancshares, Inc. 0.06% Reduce -2.1% 3,505 $364K
ClearAlpha Technologies LP 0.15% Reduce -41.9% 3,478 $362K
Essex Bank 0.09% Add +0.5% 3,468 $360K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -0.7% 3,467 $360K
Addison Advisors LLC 0.10% Add +0.1% 3,466 $360K
Tower Bridge Advisors 0.04% No change 3,458 $359K
Morningstar Investment Services LLC 0.00% Reduce -5.2% 3,437 $359K
First Affirmative Financial Network 0.19% Add +0.1% 3,425 $356K
NTV Asset Management LLC 0.05% No change 3,410 $354K
Fruth Investment Management 0.09% Reduce -4.2% 3,403 $353K
Axxcess Wealth Management, LLC 0.01% Reduce -19.0% 3,384 $352K
Mather Group, Llc. 0.00% Reduce -11.3% 3,374 $351K
Flagship Harbor Advisors, LLC 0.02% Add +3.2% 3,367 $350K
Resonant Capital Advisors, LLC 0.03% Reduce -2.2% 3,350 $348K
Defined Wealth Management, LLC 0.23% Reduce -0.1% 3,340 $347K
Flputnam Investment Management Co. 0.01% Add +2.9% 3,381 $346K
First Citizens Bank & Trust Co. 0.01% Reduce -8.2% 3,305 $344K
TCTC Holdings, LLC 0.01% No change 3,249 $338K
Country Club Bank 0.02% Reduce -2.9% 3,227 $337K
Boyd Watterson Asset Management LLC 0.09% Reduce -5.5% 3,228 $336K
PFG Investments, LLC 0.02% Reduce -2.0% 3,211 $334K
Donaldson Capital Management, LLC 0.01% Reduce -0.6% 3,208 $333K
Trust Point Inc. 0.02% Reduce -0.6% 3,193 $332K
NewEdge Wealth, LLC 0.01% Reduce -9.6% 3,182 $331K
Mission Wealth Management, LP 0.01% Reduce -0.7% 3,180 $331K
Bragg Financial Advisors, Inc 0.01% Reduce -7.1% 3,167 $329K
Stonebridge Capital Advisors LLC 0.03% No change 3,166 $329K
Tiemann Investment Advisors, LLC 0.14% Reduce -3.1% 3,159 $328K
McDonald Partners LLC 0.08% Reduce -5.2% 3,151 $328K
Dover Advisors, LLC 0.19% Reduce -18.6% 3,148 $327K
Chemung Canal Trust Co. 0.07% Reduce -9.7% 3,147 $327K
Hazlett, Burt & Watson, Inc. 0.15% Add +62.1% 3,136 $327K
Calydon Capital 0.05% No change 3,397 $327K
Dark Forest Capital Management LP 0.04% New 3,125 $325K
Ramirez Asset Management, Inc. 0.06% No change 3,121 $324K
Heritage Wealth Management, Inc. 0.11% No change 3,117 $324K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +254.8% 3,112 $323K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +10.7% 3,109 $323K
Meridian Wealth Management, LLC 0.02% Reduce -0.4% 3,091 $321K
Advisor OS, LLC 0.03% Add +20.1% 3,072 $319K
MBB Public Markets I LLC 0.03% Reduce -89.8% 3,060 $318K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.4% 3,060 $318K
Dynamic Advisor Solutions LLC 0.01% Reduce -8.3% 3,050 $317K
Keynote Financial Services LLC 0.24% No change 3,050 $317K
Bard Financial Services, Inc. 0.04% Reduce -10.8% 3,050 $317K
General Partner, Inc. 0.20% No change 3,029 $315K
Telos Capital Management, Inc. 0.03% Reduce -5.4% 3,022 $314K
Courier Capital LLC 0.02% No change 3,015 $313K
Bleichroeder LP 0.08% No change 3,000 $312K
St. Louis Trust Co 0.04% No change 3,000 $312K
Systematic Financial Management LP 0.01% No change 3,000 $312K
S.A. Mason LLC 0.16% Add +0.0% 2,991 $311K
New England Capital Financial Advisors LLC 0.16% Add +0.3% 2,953 $307K
Centaurus Financial, Inc. 0.02% Reduce -3.0% 2,930 $305K
LCM Capital Management Inc 0.18% Reduce -0.3% 2,928 $304K
Riverwater Partners LLC 0.15% Reduce -1.9% 2,892 $303K
Tritonpoint Wealth, LLC 0.03% Add +1.5% 2,897 $303K
Signature Wealth Management Partners, LLC 0.22% No change 2,910 $302K
Enterprise Financial Services Corp 0.18% Reduce -1.3% 2,894 $301K
KCM Investment Advisors LLC 0.01% Reduce -3.5% 2,891 $300K
Blue Trust, Inc. 0.00% Add +132.6% 3,107 $299K
Rehmann Capital Advisory Group 0.02% Add +4.4% 2,867 $299K
St Germain D J Co. Inc. 0.01% Reduce -1.7% 2,873 $299K
Douglas Lane & Associates, LLC 0.00% Reduce -15.6% 2,865 $298K
Fielder Capital Group LLC 0.10% Reduce -4.9% 2,857 $297K
Forbes J M & Co. LLP 0.03% No change 2,856 $297K
Fourpath Capital Management, LLC 0.05% New 2,853 $297K
Ritholtz Wealth Management 0.01% Reduce -17.3% 2,851 $296K
Cyndeo Wealth Partners, LLC 0.02% Add +11.6% 2,838 $295K
Azimuth Capital Investment Management LLC 0.01% Reduce -20.0% 2,835 $295K
EverSource Wealth Advisors, LLC 0.02% Add +13.9% 2,834 $295K
Rovin Capital /Ut/ 0.11% New 2,826 $294K
Rwa Wealth Partners, LLC 0.00% New 2,818 $293K
SouthState Bank Corp 0.02% Reduce -2.6% 2,809 $292K
Mountain Pacific Investment Advisers LLC 0.02% No change 2,790 $290K
Ancora Advisors LLC 0.01% Reduce -2.3% 2,780 $289K
Montecito Bank & Trust 0.05% New 2,777 $289K
Callan Capital, LLC 0.02% Add +12.4% 2,776 $289K
Colonial Trust Co / SC 0.04% Add +0.4% 2,769 $288K
KOM Wealth Management Group, LLC 0.24% No change 2,765 $287K
Horan Securities, Inc. 0.11% Add +0.1% 2,765 $287K
Advisory Services Network, LLC 0.01% No change 2,982 $287K
Sentinel Trust Co. Lba 0.03% No change 2,750 $286K
GHP Investment Advisors, Inc. 0.01% Reduce -4.1% 2,743 $285K
Members Trust Co 0.01% Reduce -7.3% 2,741 $285K
Founders Financial Securities LLC 0.03% Reduce -4.5% 2,736 $284K
Great Valley Advisor Group, Inc. 0.01% Add +2.0% 2,734 $284K
Aprio Wealth Management, LLC 0.05% Reduce -8.5% 2,724 $283K
Teacher Retirement System of Texas 0.00% Reduce -65.7% 2,707 $281K
Crestwood Advisors Group, LLC 0.01% Add +11.2% 2,701 $281K
Equitable Holdings, Inc. 0.00% Add +8.6% 2,697 $280K
9258 Wealth Management, LLC 0.04% No change 2,679 $278K
CHICAGO TRUST Co NA 0.05% Add +21.6% 2,678 $278K
Clarius Group, LLC 0.02% Reduce -3.8% 2,684 $278K
Cobblestone Capital Advisors LLC 0.02% Add +7.8% 2,667 $277K
Aveo Capital Partners, LLC 0.03% No change 2,658 $276K
Premier Path Wealth Partners, LLC 0.04% Reduce -3.3% 2,631 $273K
Bellecapital International Ltd. 0.05% No change 2,624 $273K
Howard Capital Management, LLC 0.00% New 2,602 $270K
First National Trust Co 0.01% Reduce -0.8% 2,602 $270K
Fort, L.P. 0.68% Reduce -4.5% 2,589 $269K
Avity Investment Management Inc. 0.02% Reduce -10.4% 2,582 $268K
Forum Financial Management, LP 0.00% Add +0.2% 2,582 $268K
Sapient Capital LLC 0.01% Reduce -1.0% 2,570 $267K
Coldstream Capital Management Inc. 0.01% Add +11.8% 2,580 $267K
Shelton Capital Management 0.01% Reduce -4.3% 2,559 $266K
Laurel Wealth Advisors LLC 0.04% No change 2,555 $266K
Founders Capital Management, LLC 0.05% Reduce -2.9% 2,537 $264K
Charter Oak Capital Management, LLC 0.02% Add +9.3% 2,526 $263K
Court Place Advisors, LLC 0.08% Reduce -6.9% 2,522 $262K
Anchor Investment Management, LLC 0.02% No change 2,515 $261K
Brighton Jones LLC 0.01% Reduce -2.6% 2,512 $261K
Stock Yards Bank & Trust Co. 0.01% Reduce -5.1% 2,503 $260K
Sterling Financial Planning, Inc. 0.10% No change 2,500 $260K
Sky Investment Group LLC 0.05% Reduce -1.3% 2,498 $260K
Arkadios Wealth Advisors 0.01% New 2,497 $260K
Prospera Financial Services Inc 0.01% Reduce -6.8% 2,472 $257K
Verition Fund Management LLC 0.00% Reduce -35.2% 2,475 $257K
Howland Capital Management LLC 0.01% No change 2,469 $257K
Farmers Trust Co. 0.05% Add +0.5% 2,463 $256K
LMCG Investments, LLC 0.02% No change 2,453 $255K
Great Lakes Advisors, LLC 0.00% New 2,452 $255K
MSH Capital Advisors LLC 0.08% No change 2,440 $254K
First Foundation Advisors 0.01% Reduce -20.3% 2,439 $254K
Manning & Napier Advisors LLC 0.00% No change 2,424 $252K
Colonial Trust Advisors 0.02% Reduce -0.5% 2,412 $251K
First City Capital Management, Inc. 0.13% No change 2,400 $249K
Spinnaker Trust 0.02% Reduce -13.7% 2,390 $248K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -9.1% 2,367 $246K
Brookstone Capital Management 0.00% Reduce -0.2% 2,364 $246K
Sentry LLC 0.05% No change 2,341 $243K
State of Wyoming 0.03% Add +23.7% 2,337 $243K
Baader Bank Aktiengesellschaft 0.02% New 2,336 $243K
Haverford Trust Co 0.00% Add +8.4% 2,328 $242K
Conning Inc. 0.01% Reduce -0.0% 2,304 $239K
Sabal Trust CO 0.01% No change 2,303 $239K
Washington Trust Advisors, Inc. 0.02% No change 2,300 $239K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -21.8% 2,294 $238K
AlTi Global, Inc. 0.01% Reduce -29.1% 2,291 $238K
Lowe Brockenbrough & Co. Inc. 0.02% Reduce -21.7% 2,290 $238K
Asset Dedication, LLC 0.02% Reduce -2.0% 2,285 $237K
Naples Global Advisors, LLC 0.02% Add +0.8% 2,283 $237K
Gladius Capital Management LP 0.14% Reduce -3.6% 2,278 $237K
Wealthspire Advisors, LLC 0.00% Reduce -2.9% 2,275 $236K
Adirondack Trust Co. 0.09% Reduce -0.4% 2,273 $236K
Hancock Whitney Corp. 0.01% Reduce -13.2% 2,271 $236K
Interchange Capital Partners, LLC 0.08% No change 2,267 $236K
Optimum Investment Advisors 0.10% Reduce -2.7% 2,262 $235K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.3% 2,222 $231K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 2,218 $231K
CreativeOne Wealth, LLC 0.01% New 2,210 $230K
Tyche Wealth Partners LLC 0.05% Add +0.1% 2,207 $229K
Northeast Investment Management 0.01% Reduce -12.0% 2,195 $228K
Olympiad Research LP 0.15% New 2,182 $227K
Prelude Capital Management, LLC 0.02% New 2,182 $227K
Procyon Advisors, LLC 0.02% No change 2,178 $226K
Harbour Investments, Inc. 0.01% Add +11.4% 2,174 $226K
Greenwood Gearhart LLC 0.02% No change 2,157 $224K
Leavell Investment Management, Inc. 0.01% No change 2,157 $224K
Pavion Blue Capital, LLC 0.10% No change 2,151 $224K
Lake Street Advisors Group, LLC 0.01% Reduce -0.2% 2,143 $223K
Wellington Shields & Co., LLC 0.07% Add +1.0% 2,137 $222K
Integrated Advisors Network LLC 0.01% Reduce -0.9% 2,130 $221K
Bennett Selby Investments LP 0.09% No change 2,126 $221K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -7.4% 2,107 $219K
Montis Financial, LLC 0.08% Reduce -9.3% 2,106 $219K
Institute for Wealth Management, LLC. 0.03% Reduce -1.1% 2,099 $218K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -0.6% 2,102 $218K
Nicolet Advisory Services, LLC 0.02% Reduce -3.2% 2,082 $217K
Avestar Capital, LLC 0.02% Reduce -1.4% 2,085 $217K
Arrow Financial Corp 0.02% No change 2,075 $216K
Childress Capital Advisors, LLC 0.06% Reduce -2.0% 2,073 $215K
US Financial Advisors, LLC 0.07% New 2,054 $213K
Sigma Planning Corp 0.01% Reduce -2.9% 2,048 $213K
Manchester Capital Management LLC 0.02% Reduce -5.2% 2,041 $212K
MJP Associates Inc. 0.04% New 2,039 $212K
Badgley Phelps Wealth Managers, LLC 0.00% New 2,028 $211K
Cullinan Associates Inc. 0.01% New 2,000 $211K
CWA Asset Management Group, LLC 0.01% — 2,021 $210K
Claret Asset Management Corp 0.03% New 2,017 $210K
Savoie Capital LLC 0.03% New 2,019 $210K
Carmichael Hill & Associates, Inc. 0.08% Reduce -11.2% 2,002 $208K
SeaCrest Wealth Management, LLC 0.02% Reduce -7.0% 2,002 $208K
Van Hulzen Asset Management, LLC 0.02% Reduce -80.0% 2,000 $208K
Marathon Capital Management 0.05% New 1,997 $208K
International Assets Investment Management, LLC 0.02% Add +14.5% 1,993 $207K
Independent Advisor Alliance 0.01% Reduce -9.6% 1,987 $207K
Becker Capital Management Inc. 0.01% New 1,983 $206K
Cassaday & Co Wealth Management LLC 0.01% New 1,977 $206K
AE Wealth Management LLC 0.00% Reduce -33.0% 1,974 $205K
Citizens National Bank Trust Department 0.04% No change 1,961 $204K
Personal Cfo Solutions, LLC 0.03% New 1,956 $203K
Penserra Capital Management LLC 0.00% Add +1.1% 1,938 $201K
Capital Planning Advisors, LLC 0.03% Reduce -13.9% 1,931 $201K
Bath Savings Trust Co 0.02% New 1,930 $201K
Townsend & Associates, Inc 0.02% New 1,950 $201K
Mairs & Power Inc. 0.00% New 1,928 $200K
Grove Bank & Trust 0.03% Add +1.9% 1,878 $195K
North Star Investment Management Corp. 0.01% Add +5.8% 1,831 $190K
Broadwater Capital Management LLC 0.14% No change 1,822 $189K
Optiver Holding B.V. 0.00% New 1,772 $184K
First Financial Corp. 0.08% No change 1,699 $177K
Concourse Financial Group Securities, Inc. 0.01% Reduce -3.2% 1,674 $174K
Smithfield Trust Co 0.01% No change 1,660 $173K
Harbor Investment Advisory, LLC 0.02% Reduce -0.4% 1,655 $172K
Values First Advisors, Inc. 0.09% New 1,654 $172K
Webster Bank, N. A. 0.02% Reduce -10.8% 1,654 $172K
GeoWealth Management, LLC 0.01% Reduce -9.3% 1,651 $172K
Deseret Mutual Benefit Administrators 0.09% Reduce -5.7% 1,649 $171K
Farther Finance Advisors, LLC 0.01% Add +4.1% 1,619 $168K
Bank of New Hampshire 0.04% No change 1,565 $163K
IFP Advisors, Inc 0.01% Add +3.2% 1,540 $160K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -6.1% 1,531 $159K
Smartleaf Asset Management LLC 0.02% Add +120.2% 1,506 $157K
Resources Management Corp. /CT/ 0.02% Add +354.0% 1,480 $154K
Acropolis Investment Management, LLC 0.01% Reduce -1.8% 1,439 $150K
Exchange Traded Concepts, LLC 0.00% Add +1094.9% 1,398 $145K
Plante Moran Financial Advisors, LLC 0.01% Add +451.8% 1,385 $144K
Caldwell Sutter Capital, Inc. 0.07% No change 1,366 $142K
Foster Dykema Cabot & Partners, LLC 0.01% Add +3.6% 1,366 $142K
AllSquare Wealth Management LLC 0.08% No change 1,350 $140K
Quent Capital, LLC 0.01% Reduce -1.6% 1,338 $139K
Geneos Wealth Management Inc. 0.01% Add +19.9% 1,329 $138K
Goodman Advisory Group, LLC 0.04% Reduce -83.9% 1,265 $131K
Steph & Co. 0.04% No change 1,261 $131K
Morse Asset Management, Inc 0.03% New 1,250 $130K
CVA Family Office, LLC 0.02% Reduce -4.6% 1,246 $129K
Cromwell Holdings LLC 0.08% No change 1,216 $126K
Alta Advisers Ltd 0.06% No change 1,200 $125K
Bangor Savings Bank 0.01% Reduce -1.9% 1,172 $122K
Estabrook Capital Management 0.02% No change 1,146 $119K
Logan Capital Management Inc. 0.00% Reduce -8.5% 1,103 $115K
Covestor Ltd 0.07% Reduce -0.3% 1,086 $113K
Ulland Investment Advisors, LLC 0.08% No change 1,071 $111K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 1,041 $108K
Cherry Tree Wealth Management, LLC 0.03% No change 1,029 $107K
Clearstead Trust, LLC 0.03% Add +0.3% 1,003 $104K
FinTrust Capital Advisors, LLC 0.02% Add +5.0% 989 $103K
Brooklyn Investment Group 0.03% New 986 $102K
Uncommon Cents Investing LLC 0.03% New 978 $102K
Gen-Wealth Partners Inc 0.04% No change 1,025 $101K
MV Capital Management, Inc. 0.01% Reduce -3.6% 961 $100K
Hanson & Doremus Investment Management 0.02% No change 947 $98K
Spire Wealth Management 0.00% Reduce -6.5% 907 $94K
Independence Bank of Kentucky 0.02% No change 901 $94K
Hall Laurie J Trustee 0.03% Add +869.6% 892 $93K
Parkside Financial Bank & Trust 0.01% Reduce -10.2% 885 $92K
Piscataqua Savings Bank 0.08% No change 857 $89K
Leonteq Securities AG 0.01% Reduce -30.8% 851 $88K
Eagle Bay Advisors LLC 0.03% Reduce -0.9% 837 $87K
Baldwin Wealth Partners LLC 0.01% Add +45.0% 834 $87K
Mark Sheptoff Financial Planning, LLC 0.05% No change 833 $87K
Evermay Wealth Management LLC 0.01% Reduce -5.7% 822 $85K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $85K
Navera Investment Management Ltd. 0.00% No change 800 $83K
Ossiam 0.00% Reduce -2.3% 767 $80K
Center for Financial Planning, Inc. 0.01% Reduce -8.3% 752 $78K
City State Bank 0.03% Reduce -2.2% 748 $78K
Pacifica Partners Inc. 0.03% No change 741 $77K
Johnson Financial Group, Inc. 0.00% No change 729 $76K
Carolinas Wealth Consulting LLC 0.01% Reduce -0.7% 724 $75K
Capital Analysts, LLC 0.00% Add +0.3% 717 $75K
Bellevue Asset Management, LLC 0.04% No change 716 $74K
POM Investment Strategies, LLC 0.06% Reduce -6.4% 712 $74K
Rise Advisors, LLC 0.04% Add +0.4% 712 $74K
CoreCap Advisors, LLC 0.00% Reduce -7.0% 710 $74K
M&R Capital Management Inc. 0.02% No change 704 $73K
Strengthening Families & Communities, LLC 0.02% No change 702 $73K
Old Second National Bank of Aurora 0.02% No change 700 $73K
Cassady Schiller Wealth Management, LLC 0.03% Reduce -4.5% 699 $73K
Intact Investment Management Inc. 0.00% New 690 $72K
Hoertkorn Richard Charles 0.03% No change 682 $71K
First Community Trust NA 0.06% No change 675 $70K
OAKMONT Corp 0.01% No change 705 $70K
Indiana Trust & Investment Management Co 0.02% Reduce -34.3% 650 $68K
Acima Private Wealth, LLC 0.02% No change 650 $68K
Avior Wealth Management, LLC 0.00% Reduce -7.5% 637 $66K
Key Financial Inc 0.01% Add +0.8% 635 $66K
CoreFirst Bank & Trust 0.04% New 623 $65K
Coppell Advisory Solutions LLC 0.01% Reduce -2.4% 599 $63K
Cypress Capital Management LLC (WY) 0.07% No change 600 $62K
Monetary Management Group Inc. 0.02% No change 596 $62K
Gables Capital Management Inc. 0.03% No change 575 $60K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +0.4% 563 $59K
JNBA Financial Advisors 0.01% No change 553 $57K
Ransom Advisory, Ltd 0.03% No change 536 $56K
JFS Wealth Advisors, LLC 0.00% Reduce -26.7% 519 $54K
Hilltop National Bank 0.02% Reduce -2.8% 518 $54K
Beacon Capital Management, LLC 0.01% No change 516 $54K
Pinnacle Bancorp, Inc. 0.01% Add +16.0% 507 $53K
Carolina Wealth Advisors, LLC 0.03% New 506 $53K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.4% 498 $52K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -4.8% 492 $51K
Assetmark, Inc. 0.00% Add +543.2% 476 $49K
Capital Advisors, Ltd. LLC 0.01% No change 473 $49K
Maia Wealth LLC 0.01% New 450 $47K
First Command Advisory Services, Inc. 0.00% No change 448 $47K
Creative Financial Designs Inc. 0.00% Reduce -3.7% 446 $46K
Arax Advisory Partners 0.00% Reduce -7.6% 427 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 424 $44K
Union Savings Bank 0.02% Reduce -5.7% 411 $43K
Financial Network Wealth Advisors LLC 0.04% Add +2.0% 408 $42K
Claris Advisors, LLC / Mo / 0.02% New 407 $42K
Beach Investment Counsel Inc. 0.01% Reduce -42.1% 400 $42K
Chesapeake Asset Management LLC 0.04% Add +1.3% 402 $42K
Accent Capital Management, LLC 0.02% No change 400 $42K
Wellington Shields Capital Management, LLC 0.01% Reduce -29.3% 400 $42K
Community Bank, N.A. 0.01% No change 400 $42K
Motco 0.00% No change 399 $41K
TFC Financial Management, Inc. 0.01% No change 397 $41K
GPS Wealth Strategies Group, LLC 0.01% No change 396 $41K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +0.3% 395 $41K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 389 $40K
Flaharty Asset Management, LLC 0.01% New 372 $39K
Continuum Advisory, LLC 0.00% Add +0.8% 381 $38K
Paladin Advisory Group, LLC 0.03% No change 353 $37K
Truvestments Capital LLC 0.01% New 350 $36K
Bray Capital Advisors 0.01% No change 350 $36K
Cornerstone Planning Group LLC 0.01% Reduce -1.4% 357 $36K
Missouri Trust & Investment Co 0.01% No change 345 $36K
American Capital Advisory, LLC 0.02% No change 336 $35K
Earned Wealth Advisors, LLC 0.01% New 331 $34K
Oakworth Capital, Inc. 0.00% Add +1.9% 330 $34K
First United Bank & Trust 0.01% Reduce -57.1% 325 $34K
Atticus Wealth Management, LLC 0.01% Reduce -0.6% 322 $33K
Prestige Wealth Management Group LLC 0.01% No change 322 $33K
SJS Investment Consulting Inc. 0.01% Add +18.5% 320 $33K
Hemington Wealth Management 0.01% New 341 $33K
Intelligent Financial Strategies 0.02% No change 316 $33K
Cetera Trust Company, N.A 0.02% No change 300 $31K
United Community Bank 0.01% No change 300 $31K
Hantz Financial Services, Inc. 0.00% No change 301 $31K
Duncker Streett & Co. Inc. 0.01% Add +20.4% 295 $31K
Ascentis Independent Advisors 0.00% New 295 $31K
CNB Bank 0.01% No change 292 $30K
Jamison Private Wealth Management, Inc. 0.00% No change 291 $30K
Criterion Capital Advisors, LLC 0.02% Reduce -3.7% 314 $30K
Venturi Wealth Management, LLC 0.00% Reduce -59.6% 287 $30K
Ashton Thomas Securities, LLC 0.01% New 281 $29K
Northwest Investment Counselors, LLC 0.01% New 272 $28K
Archer Investment Corp 0.01% No change 263 $27K
Costello Asset Management, INC 0.02% No change 262 $27K
Legacy Bridge, LLC 0.01% No change 250 $26K
Towne Trust Company, N.A 0.01% No change 250 $26K
Mascoma Wealth Management LLC 0.01% No change 250 $26K
Concord Wealth Partners 0.00% Reduce -3.1% 250 $26K
Osterweis Capital Management Inc. 0.00% No change 250 $26K
Riverview Trust Co 0.02% New 242 $25K
Lanark Financial, Inc. 0.00% No change 248 $25K
Sugarloaf Wealth Management, LLC 0.00% No change 235 $24K
Central Pacific Bank - Trust Division 0.00% No change 235 $24K
West Branch Capital LLC 0.01% No change 232 $24K
DT Investment Partners, LLC 0.00% No change 227 $24K
Altshuler Shaham Ltd 0.00% Add +8.6% 227 $24K
NFSG Corp 0.01% Add +342.0% 221 $23K
Tompkins Financial Corp. 0.00% No change 217 $23K
Birchbrook, Inc. 0.01% No change 212 $22K
Glen Eagle Advisors, LLC 0.00% No change 208 $22K
Riggs Asset Managment Co. Inc. 0.01% No change 206 $21K
Hobbs Group Advisors, LLC 0.01% No change 203 $21K
GW&K Investment Management, LLC 0.00% Add +13.1% 198 $21K
Armstrong Advisory Group, Inc. 0.00% No change 201 $21K
Olistico Wealth, LLC 0.01% No change 200 $21K
Barrett & Company, Inc. 0.01% No change 200 $21K
Red Tortoise LLC 0.01% No change 198 $21K
Hexagon Capital Partners LLC 0.00% Add +4.8% 198 $21K
Castleview Partners, LLC 0.01% Add +7.7% 197 $21K
Planned Solutions, Inc. 0.01% New 186 $19K
AdvisorNet Financial, Inc 0.00% Add +2.2% 183 $19K
Accordant Advisory Group Inc 0.02% Add +44.8% 181 $19K
Northwest Financial Advisors 0.01% New 181 $19K
Hara Capital LLC 0.01% New 180 $19K
Financial Perspectives, Inc 0.01% No change 180 $19K
Cedar Mountain Advisors, LLC 0.00% No change 173 $18K
Nemes Rush Group LLC 0.00% No change 179 $18K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $17K
Tsfg, LLC 0.00% No change 163 $17K
Cranbrook Wealth Management, LLC 0.00% Reduce -43.5% 162 $17K
Versant Capital Management, Inc 0.00% Reduce -58.3% 154 $16K
Annapolis Financial Services, LLC 0.00% Add +0.7% 151 $16K
Sound Income Strategies, LLC 0.00% Reduce -36.5% 151 $16K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $16K
Kiely Wealth Advisory Group, Inc. 0.01% No change 154 $15K
FSC Wealth Advisors, LLC 0.01% No change 144 $15K
ZynergyRetirementPlanningLLC 0.01% No change 140 $15K
Core Alternative Capital 0.00% No change 139 $14K
Frazier Financial Advisors, LLC 0.01% No change 138 $14K
Clean Yield Group 0.00% Reduce -18.3% 134 $14K
Tortoise Investment Management, LLC 0.00% No change 125 $13K
Sachetta, LLC 0.01% No change 122 $13K
TruNorth Capital Management, LLC 0.00% Add +87.7% 122 $13K
Sittner & Nelson, LLC 0.01% No change 118 $12K
McClarren Financial Advisors, Inc. 0.00% Add +21.9% 117 $12K
Sunbelt Securities, Inc. 0.00% Add +74.2% 115 $12K
Bruce G. Allen Investments, LLC 0.01% Add +22.6% 114 $12K
Raelipskie Partnership 0.01% No change 114 $12K
DecisionPoint Financial, LLC 0.00% No change 110 $11K
CGC Financial Services, LLC 0.00% No change 110 $11K
Raleigh Capital Management Inc. 0.00% Add +9.0% 109 $11K
Global X Japan Co., Ltd. 0.00% New 108 $11K
Transcendent Capital Group LLC 0.01% No change 106 $11K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 107 $11K
CKW Financial Group 0.00% No change 102 $11K
PrairieView Partners, LLC 0.00% No change 113 $11K
Private Wealth Management Group, LLC 0.00% No change 105 $11K
Rosenberg Matthew Hamilton 0.00% No change 105 $11K
First Personal Financial Services 0.00% No change 100 $10K
BOK Financial Private Wealth, Inc. 0.00% New 100 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.4% 100 $10K
First PREMIER Bank 0.00% No change 100 $10K
Coastline Trust Co 0.00% New 90 $9K
Tucker Asset Management LLC 0.00% Reduce -98.0% 87 $9K
Oarsman Capital, Inc. 0.00% New 87 $9K
Park Place Capital Corp 0.00% Reduce -32.3% 86 $9K
Aspire Private Capital, LLC 0.00% No change 86 $9K
MCF Advisors LLC 0.00% Reduce -59.3% 83 $9K
Dunhill Financial, LLC 0.00% Add +105.0% 82 $9K
Front Row Advisors LLC 0.00% Reduce -68.5% 80 $8K
Itau Unibanco Holding S.A. 0.00% New 77 $8K
ORG Partners LLC 0.00% No change 75 $8K
Abound Wealth Management 0.00% No change 72 $8K
Breakwater Investment Management 0.00% No change 72 $7K
Richard W. Paul & Associates, LLC 0.00% No change 72 $7K
Meeder Asset Management Inc. 0.00% Reduce -73.7% 71 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 70 $7K
WR Wealth Planners, LLC 0.00% No change 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 $7K
Main Street Group, LTD 0.00% No change 62 $6K
MidAtlantic Capital Management, Inc. 0.00% No change 60 $6K
Syntax Research, Inc. 0.00% No change 59 $6K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 55 $6K
Tower View Wealth Management LLC 0.00% No change 58 $6K
FSA Wealth Management LLC 0.00% — 57 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 55 $6K
Fortitude Family Office, LLC 0.00% No change 55 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 52 $5K
Peoples Financial Services Corp. 0.00% No change 50 $5K
Mfa Wealth Advisors, LLC 0.00% No change 49 $5K
Avion Wealth 0.00% Reduce -15.4% 55 $5K
Financial Gravity Companies, Inc. 0.00% — 48 $5K
Salomon & Ludwin, LLC 0.00% No change 46 $5K
McIlrath & Eck, LLC 0.00% No change 45 $5K
Hoey Investments, Inc. 0.00% No change 46 $4K
Jaffetilchin Investment Partners, LLC 0.00% New 42 $4K
Quarry LP 0.00% Reduce -98.0% 40 $4K
Fortis Group Advisors, LLC 0.00% No change 38 $4K
Highline Wealth Partners LLC 0.00% Add +900.0% 30 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 29 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.6% 29 $3K
Financial Freedom, LLC 0.00% No change 28 $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 $3K
Clear Point Advisors Inc. 0.00% No change 24 $2K
Chilton Capital Management LLC 0.00% Reduce -80.7% 24 $2K
Cape Investment Advisory, Inc. 0.00% New 23 $2K
Battery Global Advisors, LLC 0.00% New 22 $2K
Globeflex Capital L P 0.00% New 22 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
Aspect Partners, LLC 0.00% Reduce -13.0% 20 $2K
TD Capital Management LLC 0.00% No change 20 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 23 $2K
Valley National Advisers Inc. 0.00% Reduce -75.0% 20 $2K
Redmont Wealth Advisors LLC 0.00% No change 19 $2K
Iron Horse Wealth Management, LLC 0.00% Add +100.0% 18 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
Dogwood Wealth Management LLC 0.00% No change 16 $2K
Trifecta Capital Advisors, LLC 0.00% No change 15 $2K
West Paces Advisors Inc. 0.00% No change 14 $1K
Atlas Capital Advisors Inc. 0.00% Reduce -99.0% 14 $1K
Bogart Wealth, LLC 0.00% No change 14 $1K
Guardian Wealth Management, Inc. 0.00% No change 13 $1K
True Wealth Design, LLC 0.00% No change 12 $1K
Fairscale Capital, LLC 0.00% No change 12 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
Partnership Wealth Management, LLC 0.00% No change 12 $1K
Financial Management Professionals, Inc. 0.00% Reduce -86.7% 12 $1K
1620 Investment Advisors, Inc. 0.00% Reduce -47.1% 9 $941
Copley Financial Group, Inc. 0.00% — 9 $935
New Millennium Group LLC 0.00% No change 9 $935
Fairman Group, LLC 0.00% No change 8 $832
ClariVest Asset Management LLC 0.00% No change 6 $576
Wolff Wiese Magana LLC 0.00% No change 5 $520
Nvwm, LLC 0.00% Reduce -66.7% 5 $520
Livelsberger Financial Advisory 0.01% New 4 $432
Voisard Asset Management Group, Inc. 0.00% New 4 $416
MeadowBrook Investment Advisors LLC 0.00% No change 2 $208
PSI Advisors, LLC 0.00% No change 2 $208
Mendota Financial Group, LLC 0.00% New 2 $208
HBC Financial Services, PLLC 0.00% No change 7 $0
Evolution Advisers, Inc. 0.00% No change 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.