Otis WorldwideOTIS

13F holders, Q1 2025 (March 31)
1,246holders +14
105new positions
97sold out
10famous investors
$103.11avg. 13F price*

At the end of Q1 2025, 1,246 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 14 from Q4 2024. 105 opened new positions and 97 sold out. The largest holders were Vanguard Group Inc. ($4.8B), JPMorgan Chase & Co. ($3.9B) and BlackRock, Inc. ($3.3B). 10 famous investors held it, including Terry Smith (2.8% of Fundsmith's portfolio), Jeremy Grantham (1.8% of GMO's portfolio) and Joel Greenblatt (0.1% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions105$153.7M
Exits97$322.6M

All 13F filers, Q4 2024 → Q1 2025: 15,474,940 shares bought and 22,210,264 shares sold, net −6,735,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,246 holders

Vanguard Group Inc. 0.09% Add +3.5% 46,595,293 $4.8B
JPMorgan Chase & Co. 0.30% Add +6.8% 37,920,025 $3.9B
BlackRock, Inc. 0.07% Reduce -3.5% 31,776,968 $3.3B
Alliancebernstein L.P. 0.70% Reduce -5.1% 18,774,900 $1.9B
State Street Corp. 0.07% Reduce -0.3% 16,013,447 $1.7B
Morgan Stanley 0.10% Add +8.1% 12,893,365 $1.3B
Geode Capital Management, LLC 0.09% Reduce -5.2% 10,543,669 $1.1B
Franklin Resources Inc. 0.24% Add +0.1% 7,795,799 $804.5M
Massachusetts Financial Services Co. 0.25% Reduce -5.8% 7,168,333 $739.8M
Norges Bank 0.10% Add +1.8% 7,143,537 $737.2M
Fundsmith 2.76% Reduce -1.7% 5,866,737 $605.4M
GMO 1.78% Add +5.8% 5,460,836 $563.6M
Fiera Capital Corp 2.01% Reduce -18.2% 5,394,299 $556.7M
Northern Trust Corp. 0.07% Add +0.2% 4,584,847 $473.2M
Invesco Ltd. 0.08% Add +4.7% 4,238,600 $437.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.39% Add +16.0% 4,138,076 $427.0M
PineStone Asset Management Inc. 3.19% Add +36.4% 4,095,132 $422.6M
BLS Capital Fondsmaeglerselskab A/S 13.92% Reduce -6.7% 3,918,680 $404.4M
Wellington Management Group LLP 0.07% Reduce -0.7% 3,734,343 $385.4M
Sarasin & Partners LLP 4.08% Reduce -10.1% 3,642,200 $375.9M
FMR LLC 0.02% Reduce -0.6% 3,601,401 $371.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -1.6% 3,543,128 $365.7M
Bank of America Corp. 0.03% Reduce -16.3% 2,969,591 $306.5M
Bank of New York Mellon Corp 0.06% Reduce -8.5% 2,953,017 $304.8M
Capital Research Global Investors 0.06% Add +0.3% 2,793,231 $288.3M
Legal & General Group Plc 0.08% Reduce -4.2% 2,747,170 $283.5M
UBS Group AG 0.06% Reduce -11.0% 2,494,571 $257.4M
Charles Schwab Investment Management Inc. 0.05% Add +1.3% 2,333,808 $240.8M
USS Investment Management Ltd 1.78% Reduce -0.8% 2,273,604 $234.6M
Schroder Investment Management Group 0.24% Reduce -4.6% 2,292,839 $234.1M
London Co. of Virginia 1.27% Reduce -4.0% 2,153,047 $222.2M
Dimensional Fund Advisors LP 0.05% Reduce -7.4% 1,940,449 $200.2M
Goldman Sachs Group Inc. 0.04% Add +9.6% 1,918,123 $198.0M
Guinness Asset Management LTD 3.72% Reduce -2.6% 1,896,917 $195.7M
Primecap Management Co. 0.15% Reduce -0.4% 1,803,131 $186.1M
Fundsmith Investment Services LTD. 2.51% Reduce -2.3% 1,725,326 $178.1M
CIBC Private Wealth Group LLC 0.36% Reduce -38.4% 1,887,720 $171.6M
Deutsche Bank AG 0.06% Reduce -7.3% 1,571,340 $162.2M
Canoe Financial LP 2.49% Add +45.5% 1,503,369 $155.1M
T. Rowe Price Associates Inc. 0.02% Reduce -15.1% 1,454,650 $150.1M
Russell Investments Group, Ltd. 0.19% Add +1.3% 1,362,921 $140.5M
Jacobs Levy Equity Management, Inc. 0.55% Reduce -3.9% 1,331,686 $137.4M
Clearbridge Investments, LLC 0.12% Add +1.8% 1,321,913 $136.4M
Amundi 0.05% Add +34.8% 1,189,263 $124.0M
Swiss National Bank 0.08% Reduce -0.4% 1,126,543 $116.3M
Fayez Sarofim & Co 0.29% Add +0.5% 1,113,313 $114.9M
Aviva PLC 0.28% Add +0.1% 1,102,994 $113.8M
Menora Mivtachim Holdings LTD. 0.74% Reduce -54.9% 1,099,996 $113.5M
Brown Brothers Harriman & Co. 0.78% Add +5.1% 1,088,274 $112.3M
Macquarie Group Ltd. 0.14% Add +17.0% 1,058,273 $109.2M
Pictet Asset Management Holding SA 0.12% Reduce -19.0% 1,050,999 $108.5M
Citadel Advisors 0.11% Add +192.7% 1,039,646 $107.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -1.3% 926,540 $95.6M
Barclays PLC 0.04% Add +42.3% 895,381 $92.4M
Nuveen, LLC 0.03% — 891,367 $92.0M
Voloridge Investment Management, LLC 0.33% Reduce -33.1% 863,903 $89.2M
Victory Capital Management Inc. 0.09% Add +1.0% 841,633 $86.9M
HighTower Advisors, LLC 0.11% Reduce -3.7% 804,110 $83.0M
Lazard Freres Gestion S.A.S. 1.96% Reduce -29.4% 780,280 $80.5M
Bank of Montreal 0.04% Add +91.4% 776,251 $80.1M
Rhumbline Advisers 0.07% Add +5.7% 771,542 $79.6M
Gates Capital Management, Inc. 2.44% No change 761,748 $78.6M
HSBC Holdings PLC 0.05% Reduce -4.1% 746,239 $76.8M
Fisher Asset Management 0.03% Reduce -19.0% 718,106 $74.1M
Royal Bank of Canada 0.02% Reduce -25.1% 658,275 $67.9M
California State Teachers Retirement System 0.08% Reduce -1.2% 639,476 $66.0M
California Public Employees Retirement System 0.05% Reduce -44.9% 636,782 $65.7M
CANADA LIFE ASSURANCE Co 0.11% Add +1.3% 619,397 $64.0M
National Pension Service 0.06% Add +8.5% 612,935 $63.3M
Neuberger Berman Group LLC 0.05% Reduce -1.0% 609,633 $62.8M
Squarepoint Ops LLC 0.14% Add +111.6% 562,975 $58.1M
BNP Paribas Financial Markets 0.04% Reduce -23.4% 553,727 $57.1M
Artisan Partners Limited Partnership 0.09% Add +0.9% 549,319 $56.7M
Wells Fargo & Company 0.01% Reduce -16.3% 541,704 $55.9M
First Trust Advisors LP 0.05% Add +3.0% 532,221 $54.9M
Railway Pension Investments Ltd 0.77% No change 526,000 $54.3M
Rathbones Group PLC 0.26% Add +5.8% 512,694 $52.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Reduce -10.7% 509,132 $52.5M
Envestnet Asset Management Inc. 0.02% Reduce -13.8% 481,165 $49.7M
Arrowstreet Capital, Limited Partnership 0.04% New 480,005 $49.5M
Principal Financial Group Inc. 0.03% Add +3.1% 476,961 $49.2M
Canada Pension Plan Investment Board 0.05% Add +53.1% 470,781 $48.6M
Voya Investment Management LLC 0.06% Reduce -13.1% 463,874 $47.9M
Candriam S.C.A. 0.29% Reduce -10.2% 450,128 $46.5M
Storebrand Asset Management As 0.15% Add +1.5% 444,851 $45.9M
J. Stern & Co. LLP 4.39% Add +7.1% 443,880 $45.8M
Citigroup Inc. 0.03% Reduce -45.9% 441,103 $45.5M
Assenagon Asset Management S.A. 0.08% Add +362.4% 438,896 $45.3M
State Board of Administration of Florida Retirement System 0.09% Reduce -2.4% 421,599 $43.5M
PNC Financial Services Group, Inc. 0.02% Reduce -2.2% 412,366 $42.6M
Los Angeles Capital Management LLC 0.17% Reduce -12.1% 364,856 $37.7M
Pensioenfonds Rail & Ov 2.52% Reduce -5.4% 351,901 $36.3M
American Century Companies Inc. 0.02% Add +1.0% 344,702 $35.6M
National Bank of Canada 0.04% Add +30.3% 334,255 $34.5M
Cerity Partners LLC 0.07% Add +574.2% 333,369 $34.4M
J. Safra Sarasin Holding AG 0.62% Add +0.1% 331,311 $34.2M
Natixis Advisors, LLC 0.06% Add +16.0% 325,875 $33.6M
Aberdeen Group plc 0.06% Add +125.2% 319,850 $32.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -3.3% 307,442 $31.7M
Korea Investment CORP 0.07% Add +9.8% 297,279 $30.7M
Quintet Private Bank (Europe) S.A. 1.76% Add +3.4% 289,936 $29.9M
New York State Teachers Retirement System 0.07% Reduce -5.0% 288,973 $29.8M
KBC Group NV 0.09% Reduce -6.2% 285,628 $29.5M
HRT Financial LP 0.18% Add +766.3% 281,704 $29.1M
UniSuper Management Pty Ltd 0.21% Add +672.7% 270,630 $27.9M
Welch & Forbes LLC 0.36% Reduce -4.9% 263,943 $27.2M
Border to Coast Pensions Partnership Ltd 0.56% No change 262,972 $27.1M
AQR Capital Management 0.03% Reduce -31.1% 260,870 $26.6M
Holocene Advisors, LP 0.08% Add +1617.6% 252,637 $26.1M
APG Asset Management N.V. 0.08% Reduce -5.8% 269,983 $25.8M
Raymond James Financial Inc. 0.01% Reduce -6.0% 248,164 $25.6M
Ameriprise Financial Inc. 0.01% Add +1.7% 247,910 $25.6M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -8.2% 244,646 $25.2M
New York State Common Retirement Fund 0.04% Reduce -27.4% 237,908 $24.6M
LPL Financial LLC 0.01% Add +12.3% 235,941 $24.3M
State of Wisconsin Investment Board 0.06% Reduce -7.1% 234,965 $24.2M
Manufacturers Life Insurance Company, The 0.02% Reduce -10.0% 229,913 $23.7M
Royal London Asset Management Ltd. 0.06% Add +10.0% 229,199 $23.7M
Handelsbanken Fonder AB 0.10% Reduce -1.7% 225,291 $23.3M
Swedbank AB 0.03% Add +2.3% 225,142 $23.2M
KLP Kapitalforvaltning As 0.11% Add +4.0% 224,242 $23.1M
Credit Agricole S A 0.09% Add +5.4% 222,522 $23.0M
Prudential Financial Inc. 0.03% Reduce -0.8% 215,764 $22.3M
Banque Pictet & Cie SA 0.24% Reduce -13.0% 214,538 $22.1M
Danske Bank A/S 0.07% Reduce -10.9% 213,085 $22.0M
Two Sigma Investments, LP 0.05% Add +633.5% 210,525 $21.7M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.8% 209,380 $21.6M
Sei Investments Co. 0.03% Add +15.9% 205,300 $21.2M
Capital Fund Management S.A. 0.26% Add +250.7% 200,843 $20.7M
Millennium Management 0.02% Reduce -25.5% 197,585 $20.4M
AXA S.A. 0.07% Reduce -11.9% 195,170 $20.1M
TD Asset Management Inc 0.02% Reduce -5.1% 192,438 $19.9M
Quantinno Capital Management LP 0.13% Add +201.0% 190,414 $19.7M
US Bancorp \de 0.03% Reduce -8.1% 189,911 $19.6M
Illinois Municipal Retirement Fund 0.28% No change 187,457 $19.3M
Equitable Trust Co. 1.04% Reduce -8.4% 182,782 $18.9M
Treasurer of the State of North Carolina 0.07% Add +1.3% 182,666 $18.9M
M&T Bank Corp 0.07% Reduce -3.7% 180,230 $18.6M
Mackenzie Financial Corp. 0.03% Add +2.1% 180,085 $18.6M
Corient Private Wealth LP 0.03% Reduce -10.4% 178,325 $18.4M
PGGM Investments 0.25% Add +8.1% 177,812 $18.4M
Comgest Global Investors S.A.S. 0.33% Reduce -47.5% 177,473 $18.3M
Davidson Investment Advisors 0.90% Add +2.0% 177,066 $18.3M
Alberta Investment Management Corp 0.13% New 174,271 $18.0M
Andra AP-fonden 0.29% Reduce -23.0% 174,034 $18.0M
Carnegie Investment Counsel 0.42% Add +0.4% 193,473 $17.8M
CIBC Asset Management Inc 0.06% Add +15.1% 168,155 $17.4M
Creative Planning 0.02% Add +8.0% 167,364 $17.3M
Nomura Asset Management Co. Ltd. 0.05% Add +37.3% 163,179 $16.8M
Asset Management One Co., Ltd. 0.06% Add +6.5% 160,432 $16.6M
DekaBank Deutsche Girozentrale 0.03% Add +2.6% 162,726 $16.4M
DNB Asset Management AS 0.07% Add +49.4% 155,461 $16.0M
Steigerwald, Gordon & Koch Inc. 1.79% Reduce -0.1% 155,397 $16.0M
Ensign Peak Advisors, Inc 0.03% Reduce -10.3% 155,082 $16.0M
Man Group plc 0.05% Add +10.6% 152,965 $15.8M
Commonwealth Equity Services, LLC 0.02% Add +1.4% 151,262 $15.6M
Mn Services Vermogensbeheer B.V. 0.12% Reduce -7.2% 148,100 $15.3M
Toronto Dominion Bank 0.04% Reduce -33.9% 145,043 $15.0M
AdviceOne Advisory Services, LLC 11.98% Reduce -0.8% 142,122 $14.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -4.0% 139,676 $14.4M
Brown Advisory Inc. 0.02% Reduce -5.9% 137,836 $14.2M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +1.6% 137,491 $14.2M
Gotham Asset Management 0.12% Reduce -28.7% 137,446 $14.2M
Lansforsakringar Fondforvaltning AB (publ) 0.08% Reduce -50.4% 131,729 $13.6M
Forsta Ap-Fonden 0.10% Reduce -0.9% 131,100 $13.5M
Factory Mutual Insurance Co. 0.16% No change 130,800 $13.5M
State of New Jersey Common Pension Fund D 0.06% Reduce -6.7% 128,861 $13.3M
Mill Capital Management, LLC 1.06% Add +0.3% 127,797 $13.2M
Public Employees Retirement System of Ohio 0.05% Reduce -10.3% 127,461 $13.2M
Jane Street Group, LLC 0.02% Reduce -71.3% 127,206 $13.1M
Federation des caisses Desjardins du Quebec 0.06% Add +8.4% 126,291 $13.0M
Bahl & Gaynor LLC 0.07% Reduce -66.8% 124,372 $12.8M
Allianz Asset Management GmbH 0.02% Add +131.5% 123,969 $12.8M
Resona Asset Management Co.,Ltd. 0.07% Add +6.3% 123,833 $12.8M
MAI Capital Management 0.10% Reduce -1.8% 122,562 $12.6M
Federated Hermes, Inc. 0.03% Reduce -59.6% 122,423 $12.6M
Arizona State Retirement System 0.08% Add +2.8% 117,230 $12.1M
Nisa Investment Advisors, LLC 0.06% Add +16.0% 116,687 $12.0M
Markel Group 0.10% No change 114,620 $11.8M
Teacher Retirement System of Texas 0.05% Add +38.6% 114,053 $11.8M
Robeco Institutional Asset Management B.V. 0.02% Reduce -2.0% 112,283 $11.6M
Cullen/Frost Bankers, Inc. 0.16% Reduce -2.7% 110,246 $11.4M
Allied Investment Advisors, LLC 2.14% Add +6.0% 109,330 $11.3M
State of Michigan Retirement System 0.06% Reduce -0.7% 107,607 $11.1M
HM Payson & Co. 0.19% Reduce -81.2% 107,067 $11.0M
Connecticut Wealth Management, LLC 0.57% Add +4.0% 104,937 $10.8M
Pictet North America Advisors SA 1.07% Add +7.8% 104,164 $10.7M
MetLife Investment Management, LLC 0.06% Reduce -2.5% 103,033 $10.6M
Meyer Handelman Co. 0.37% Reduce -2.7% 102,745 $10.6M
Van Lanschot Kempen Investment Management N.V. 0.11% Reduce -42.1% 98,702 $10.2M
Impax Asset Management Group plc 0.06% Reduce -9.3% 96,827 $10.0M
Clarkston Capital Partners, LLC 0.20% Add +2.4% 96,668 $10.0M
Comerica Bank 0.04% Reduce -6.6% 94,038 $9.7M
United Capital Financial Advisors, LLC 0.08% Reduce -1.0% 93,841 $9.7M
Corebridge Financial, Inc. 0.05% Reduce -3.7% 91,125 $9.4M
Czech National Bank 0.09% Add +5.2% 91,074 $9.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +6.8% 90,679 $9.4M
Stifel Financial Corp. 0.01% Reduce -4.4% 90,623 $9.4M
Erste Asset Management GmbH 0.12% New 87,629 $9.0M
Captrust Financial Advisors 0.02% Add +134.2% 86,749 $9.0M
Retirement Systems of Alabama 0.03% Reduce -1.5% 85,208 $8.8M
Schwartz Investment Counsel Inc. 0.30% No change 85,000 $8.8M
Anchor Capital Advisors LLC 0.26% Reduce -4.7% 84,199 $8.7M
Cloverfields Capital Group, LP 2.82% Reduce -2.6% 82,762 $8.5M
Nippon Life Global Investors Americas, Inc. 0.41% Reduce -14.6% 81,450 $8.4M
AdvisorShares Investments LLC 1.64% Add +5.8% 80,667 $8.4M
D. E. Shaw & Co. 0.01% Add +569.5% 80,502 $8.3M
Amalgamated Bank 0.07% Add +0.7% 79,428 $8.2M
Two Sigma Advisers, LP 0.02% New 79,100 $8.2M
Pathstone Holdings, LLC 0.04% Add +68.3% 79,058 $8.2M
Varma Mutual Pension Insurance Co 0.07% Reduce -32.3% 77,542 $8.0M
Artemis Investment Management LLP 0.12% Reduce -2.3% 77,541 $8.0M
Windward Capital Management Co. 0.69% Reduce -1.4% 77,327 $8.0M
Mariner, LLC 0.01% Add +6.3% 76,931 $7.9M
First Eagle Investment Management, LLC 0.02% Add +46.4% 76,413 $7.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -0.4% 76,393 $7.9M
ProShare Advisors LLC 0.02% Add +2.9% 75,602 $7.8M
IFM Investors Pty Ltd 0.08% No change 75,288 $7.8M
Osborne Partners Capital Management, LLC 0.45% Reduce -1.4% 75,087 $7.7M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +1897.2% 75,136 $7.7M
Peapack Gladstone Financial Corp. 0.11% Add +1.0% 73,803 $7.6M
ANTIPODES PARTNERS Ltd 0.23% Add +15.7% 71,354 $7.4M
Connor, Clark & Lunn Investment Management Ltd. 0.03% New 71,086 $7.3M
Lincoln Capital LLC 1.52% Reduce -3.4% 73,336 $7.3M
Achmea Investment Management B.V. 0.10% Add +28.1% 69,168 $7.1M
Bank Pictet & Cie (Europe) AG 0.17% Add +2.5% 69,059 $7.1M
Ethic Inc. 0.14% Reduce -7.4% 68,402 $7.1M
Delta Asset Management LLC 0.67% Reduce -2.9% 68,245 $7.0M
MML Investors Services, LLC 0.02% Reduce -6.7% 67,428 $7.0M
Calamos Advisors LLC 0.05% Add +1.1% 67,250 $6.9M
Amica Mutual Insurance Co. 0.76% Reduce -14.7% 66,982 $6.9M
Jain Global LLC 0.14% New 66,646 $6.9M
Utah Retirement Systems 0.08% No change 66,152 $6.8M
Modera Wealth Management, LLC 0.09% Add +8.4% 65,663 $6.8M
Pinnacle Financial Partners Inc 0.14% Add +0.4% 64,985 $6.7M
WINTON GROUP Ltd 0.40% New 63,507 $6.6M
Bradley Foster & Sargent Inc. 0.11% Reduce -1.8% 63,506 $6.6M
Commerce Bank 0.04% Reduce -3.8% 63,035 $6.5M
Nordea Investment Management AB 0.01% Reduce -68.2% 61,913 $6.3M
Yousif Capital Management, LLC 0.07% Add +0.2% 60,741 $6.3M
Cibc World Market Inc. 0.01% Add +59.9% 59,312 $6.1M
Keybank National Association 0.02% Add +0.0% 59,227 $6.1M
BNP Paribas 0.25% Add +24.9% 59,662 $6.1M
Xponance LLC 0.06% Add +1.6% 58,937 $6.1M
New York Life Investment Management LLC 0.06% Reduce -1.1% 58,590 $6.0M
Hudson Bay Capital Management LP 0.04% New 58,276 $6.0M
Police & Firemen's Retirement System of New Jersey 0.06% No change 58,253 $6.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Reduce -12.9% 58,224 $6.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.39% Reduce -2.1% 57,933 $6.0M
BTC Capital Management, Inc. 0.55% Add +0.8% 57,791 $6.0M
O'shaughnessy Asset Management, LLC 0.05% Add +50.7% 57,262 $5.9M
United Services Automobile Association 0.18% No change 57,371 $5.9M
Daiwa Securities Group Inc. 0.02% Add +7.3% 56,473 $5.8M
Foyston, Gordon & Payne Inc 1.44% Add +0.5% 56,354 $5.8M
Sheets Smith Wealth Management 0.72% Reduce -0.3% 56,162 $5.8M
Lifeworks Advisors, LLC 0.96% Add +5.9% 56,115 $5.8M
Van Eck Associates Corp. 0.01% Reduce -97.4% 55,881 $5.8M
Verition Fund Management LLC 0.03% Add +52.1% 55,084 $5.7M
D.A. Davidson & Co. 0.05% Add +307.5% 54,813 $5.7M
Graybill Wealth Management, LTD. 1.91% — 53,832 $5.6M
Public Sector Pension Investment Board 0.02% Add +7.5% 53,567 $5.5M
Janney Montgomery Scott LLC 0.02% Reduce -6.7% 53,507 $5.5M
Marshall Wace, LLP 0.01% Add +1109.5% 52,759 $5.4M
Sawgrass Asset Management LLC 0.66% Reduce -35.5% 52,502 $5.4M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.3% 51,033 $5.3M
Gateway Investment Advisers LLC 0.06% Add +0.4% 50,672 $5.2M
Janus Henderson Group PLC 0.00% Reduce -28.1% 50,658 $5.2M
Elo Mutual Pension Insurance Co 0.12% Add +17.0% 50,037 $5.2M
State of Tennessee, Department of Treasury 0.02% Reduce -30.3% 50,003 $5.2M
Kanawha Capital Management LLC 0.40% Add +0.8% 49,689 $5.1M
Ipswich Investment Management Co., Inc. 1.27% Reduce -1.7% 49,451 $5.1M
William Allan Corp 3.18% Add +1.4% 49,218 $5.1M
Aviso Financial Inc. 0.25% Add +25.1% 48,644 $5.0M
Nissay Asset Management Corp. /Japan 0.03% Add +1.0% 48,545 $5.0M
Truist Financial Corp. 0.01% Reduce -8.4% 48,362 $5.0M
Osaic Holdings, Inc. 0.01% Reduce -37.5% 48,142 $5.0M
Cohen Capital Management, Inc. 0.85% No change 47,996 $5.0M
Cibc World Markets Corp. 0.04% Reduce -24.0% 47,963 $4.9M
Financial Advisors Network, Inc. 0.82% Add +548.6% 47,908 $4.9M
Scotia Capital Inc. 0.03% Add +1.4% 46,773 $4.8M
State of Alaska, Department of Revenue 0.05% Add +1.9% 46,426 $4.8M
Pacer Advisors, Inc. 0.01% Reduce -27.0% 46,230 $4.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.6% 46,188 $4.8M
Mutual of America Capital Management LLC 0.05% Reduce -3.6% 46,121 $4.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.6% 44,866 $4.6M
Mercer Global Advisors Inc. 0.01% Reduce -3.6% 44,810 $4.6M
Vanguard Personalized Indexing Management, LLC 0.07% Add +12.0% 44,626 $4.6M
Bank of Nova Scotia 0.01% Reduce -21.7% 44,592 $4.6M
Arlington Partners LLC 1.80% Add +6.2% 44,487 $4.6M
EFG Asset Management (Americas) Corp. 0.93% Reduce -2.5% 44,405 $4.6M
Brown Shipley& Co Ltd 2.58% Reduce -2.7% 44,188 $4.6M
Clifford Swan Investment Counsel LLC 0.17% Add +0.4% 44,116 $4.6M
Orion Porfolio Solutions, LLC 0.04% Reduce -4.6% 44,048 $4.5M
Orion Portfolio Solutions, LLC 0.04% Reduce -4.6% 44,048 $4.5M
OP Asset Management Ltd 0.08% — 43,834 $4.5M
Groupe la Francaise 0.10% Add +14.2% 43,418 $4.5M
Wealthfront Advisers LLC 0.01% Add +9.3% 43,306 $4.5M
Schonfeld Strategic Advisors LLC 0.03% Add +120.8% 43,098 $4.4M
Davis-Rea LTD. 1.18% New 43,007 $4.4M
Caisse Des Depots Et Consignations 0.21% Reduce -9.0% 42,945 $4.4M
Cetera Investment Advisers 0.01% Reduce -8.8% 42,700 $4.4M
Alps Advisors Inc. 0.02% Add +1.0% 41,500 $4.3M
Farmers & Merchants Investments Inc. 0.14% Reduce -0.6% 41,484 $4.3M
Evoke Wealth, LLC 0.11% Reduce -10.7% 41,125 $4.2M
QRG Capital Management, Inc. 0.04% Reduce -6.8% 41,104 $4.2M
First Manhattan Co. Llc. 0.01% Reduce -3.0% 40,549 $4.2M
Brookstone Capital Management 0.06% New 40,270 $4.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +7.3% 66,401 $4.1M
Atlantic Union Bankshares Corp 0.24% Reduce -0.4% 39,207 $4.0M
Rockefeller Capital Management L.P. 0.01% Reduce -1.0% 38,797 $4.0M
Fiduciary Trust Co 0.05% Reduce -4.7% 38,385 $4.0M
Wesleyan Assurance Society 0.29% Reduce -17.4% 38,100 $3.9M
Spirepoint Private Client, LLC 0.51% New 37,504 $3.9M
Banco Santander, S.A. 0.04% Reduce -55.4% 36,683 $3.8M
Regions Financial Corp. 0.03% Reduce -1.3% 36,604 $3.8M
Focus Partners Wealth 0.01% Add +4.6% 35,967 $3.7M
Rakuten Investment Management, Inc. 0.02% — 36,323 $3.7M
Richard Bernstein Advisors LLC 0.09% Reduce -4.3% 35,355 $3.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +21.9% 35,191 $3.6M
Avanza Fonder AB 0.12% Reduce -18.7% 34,728 $3.6M
Sciencast Management LP 0.83% Add +21.7% 34,921 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% Add +5.5% 34,806 $3.6M
Susquehanna International Group, LLP 0.01% Reduce -84.1% 34,397 $3.5M
Wesbanco Bank Inc. 0.12% Reduce -0.1% 34,350 $3.5M
Swiss Life Asset Management Ltd 0.03% Add +10.6% 34,246 $3.5M
Oregon Public Employees Retirement Fund 0.07% Reduce -0.5% 34,097 $3.5M
Threadgill Financial, LLC 1.86% Reduce -0.7% 33,565 $3.5M
Agf Management Ltd. 0.02% Add +5.7% 33,464 $3.5M
AlphaQuest LLC 0.37% Add +253.5% 33,007 $3.4M
Circle Wealth Management, LLC 0.08% No change 32,510 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -0.4% 32,113 $3.3M
Mizuho Securities USA LLC 0.07% Reduce -16.1% 31,749 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.2% 31,673 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.3% 31,644 $3.3M
Shelter Mutual Insurance Co 0.78% No change 31,200 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Add +4.0% 30,850 $3.2M
Abn Amro Investment Solutions 0.07% Add +7.2% 30,575 $3.2M
Baird Financial Group, Inc. 0.01% Reduce -1.0% 30,113 $3.1M
Rafferty Asset Management, LLC 0.01% Reduce -20.6% 29,611 $3.1M
Roundview Capital LLC 0.22% Reduce -11.2% 29,358 $3.0M
LRI Investments, LLC 0.29% Reduce -0.1% 29,129 $3.0M
Allworth Financial LP 0.02% Add +15.1% 32,358 $3.0M
XTX Topco Ltd 0.14% Add +208.1% 27,251 $2.8M
Kentucky Retirement Systems 0.09% Reduce -1.0% 27,250 $2.8M
Liberty Capital Management, Inc. 0.62% Add +0.9% 27,152 $2.8M
Letson Investment Management, Inc. 1.13% Add +0.0% 27,127 $2.8M
Evercore Wealth Management, LLC 0.04% Reduce -1.5% 27,064 $2.8M
J.P. Marvel Investment Advisors, LLC 0.48% Reduce -0.0% 26,942 $2.8M
BDF-Gestion 0.30% No change 26,788 $2.8M
NEOS Investment Management LLC 0.05% Add +23.4% 26,411 $2.7M
M. Kraus & Co 0.83% Reduce -7.9% 26,345 $2.7M
Aware Super Pty Ltd as trustee of Aware Super 0.05% No change 26,331 $2.7M
Silvercrest Asset Management Group LLC 0.02% Add +3.9% 26,263 $2.7M
Tidal Investments LLC 0.02% Reduce -23.9% 26,259 $2.7M
Glenmede Trust Co. NA 0.01% Reduce -4.2% 25,505 $2.6M
Natixis 0.02% Add +148.8% 25,740 $2.6M
TrinityBridge Ltd 0.07% Reduce -0.8% 24,951 $2.6M
Okabena Investment Services Inc. 0.65% Add +5.7% 24,944 $2.6M
SG Americas Securities, LLC 0.01% New 24,548 $2.5M
Hartford Investment Management Co. 0.09% Reduce -1.8% 24,222 $2.5M
Liontrust Investment Partners LLP 0.04% Reduce -3.4% 24,159 $2.5M
Pinebridge Investments, L.P. 0.02% Add +0.0% 24,098 $2.5M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.3% 24,049 $2.5M
Canandaigua National Bank & Trust Co. 0.25% Reduce -7.0% 23,887 $2.5M
Gulf International Bank (UK) Ltd 0.08% Reduce -19.5% 23,737 $2.4M
AMG National Trust Bank 0.07% Reduce -0.8% 23,547 $2.4M
Heritage Investors Management Corp. 0.08% Reduce -1.5% 23,520 $2.4M
Cohen Klingenstein LLC 0.09% No change 23,500 $2.4M
JB Capital LLC 0.13% Reduce -4.3% 23,381 $2.4M
Plato Investment Management Ltd 0.20% No change 22,745 $2.4M
YHB Investment Advisors, Inc. 0.20% Reduce -0.8% 22,829 $2.4M
Sterling Capital Management LLC 0.04% Reduce -6.0% 22,819 $2.4M
Venture Visionary Partners LLC 0.10% Add +0.7% 22,254 $2.3M
Dodge & Cox 0.00% Reduce -0.5% 21,710 $2.2M
Blair William & Co. 0.01% Add +1.7% 21,649 $2.2M
Y-Intercept (Hong Kong) Ltd 0.15% New 21,403 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -0.9% 21,300 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.7% 21,244 $2.2M
Savant Capital, LLC 0.02% Reduce -7.2% 21,229 $2.2M
Rockland Trust Co. 0.11% Reduce -4.6% 21,153 $2.2M
Securian Asset Management, Inc. 0.07% Reduce -2.2% 20,997 $2.2M
Tocqueville Asset Management L.P. 0.04% Reduce -5.2% 20,907 $2.2M
ASR Vermogensbeheer N.V. 0.03% — 20,905 $2.2M
Norinchukin Bank, The 0.04% Add +14.7% 20,800 $2.1M
Louisbourg Investments Inc. 0.57% Reduce -25.7% 23,891 $2.1M
DMKC Advisory Services, LLC 1.89% Add +1.2% 20,363 $2.1M
HB Wealth Management, LLC 0.02% Add +25.3% 20,315 $2.1M
Selway Asset Management 0.86% Add +1.0% 20,221 $2.1M
Private Advisor Group, LLC 0.01% Reduce -6.8% 19,949 $2.1M
Sandy Spring Bank 0.09% Reduce -8.6% 19,922 $2.1M
Investment Research & Advisory Group, Inc. 0.86% Add +17.8% 19,870 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -11.1% 19,691 $2.0M
Sage Capital Management, LLC 1.09% Reduce -0.8% 19,375 $2.0M
NBT Bank, N.A. 0.14% Reduce -3.6% 19,310 $2.0M
Huntington National Bank 0.02% Reduce -3.8% 19,226 $2.0M
Pinnacle Associates Ltd. 0.03% Add +5.6% 19,146 $2.0M
Avantax Advisory Services, Inc. 0.01% Reduce -39.6% 18,974 $2.0M
Essex Financial Services, Inc. 0.14% Add +2.5% 18,928 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -23.6% 18,803 $1.9M
New Mexico Educational Retirement Board 0.07% Reduce -2.1% 18,708 $1.9M
Maryland State Retirement & Pension System 0.05% Reduce -12.4% 18,658 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.4% 18,428 $1.9M
Choreo, LLC 0.03% Add +5.0% 18,511 $1.9M
Kestra Advisory Services, LLC 0.01% Add +1.9% 18,408 $1.9M
Whittier Trust Co. of Nevada Inc. 0.05% Add +0.9% 18,136 $1.9M
Jones Financial Companies LLLP 0.00% Add +104.6% 18,202 $1.9M
Generali Asset Management SPA SGR 0.05% Add +9.6% 17,809 $1.8M
Dearborn Partners LLC 0.09% Reduce -0.4% 17,596 $1.8M
E. Ohman J:or Asset Management AB 0.05% No change 17,300 $1.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -55.9% 19,229 $1.8M
Praxis Investment Management Inc. 0.12% No change 16,780 $1.7M
Argent Trust Co 0.07% Add +8.5% 16,680 $1.7M
Caprock Group, LLC 0.05% Add +79.5% 16,505 $1.7M
Cwm, LLC 0.01% Reduce -6.0% 16,476 $1.7M
iSAM Funds (UK) Ltd 0.83% Add +58.7% 16,356 $1.7M
Merit Financial Group, LLC 0.03% Add +51.6% 16,355 $1.7M
Metis Global Partners, LLC 0.05% Add +19.1% 16,062 $1.7M
Shelter Ins Retirement Plan 2.14% No change 16,000 $1.7M
Tower Research Capital LLC (TRC) 0.05% Reduce -33.4% 15,494 $1.6M
Aquatic Capital Management LLC 0.04% Reduce -61.9% 15,440 $1.6M
Tufton Capital Management 0.31% Reduce -1.5% 15,436 $1.6M
Quantitative Investment Management, LLC 0.15% New 15,350 $1.6M
J.W. Cole Advisors, Inc. 0.05% Add +112.4% 15,302 $1.6M
Private Trust Co. NA 0.16% Add +6.3% 15,235 $1.6M
Nebula Research & Development LLC 0.14% New 15,089 $1.6M
Fifth Third Bancorp 0.01% Reduce -2.7% 15,087 $1.6M
Trivant Custom Portfolio Group, LLC 0.89% Reduce -1.4% 15,023 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -4.5% 14,832 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% — 16,021 $1.5M
Qsemble Capital Management, LP 0.16% Add +394.0% 14,742 $1.5M
Hartford Funds Management Co LLC 0.14% Reduce -1.0% 14,721 $1.5M
Caxton Associates LLP 0.05% — 14,716 $1.5M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.3% 14,644 $1.5M
Systematic Alpha Investments, LLC 0.06% No change 14,610 $1.5M
Summit Trail Advisors, LLC 0.05% Add +79.5% 14,489 $1.5M
Bessemer Group Inc. 0.00% Add +1.9% 14,465 $1.5M
Empirical Finance, LLC 0.09% Add +2.4% 14,373 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -19.2% 14,334 $1.5M
Synovus Financial Corp. 0.02% Add +0.7% 14,063 $1.5M
Tiaa Trust, National Association 0.00% Reduce -6.4% 14,012 $1.4M
Pensionfund Sabic 0.43% Reduce -15.2% 14,000 $1.4M
Arthur M. Cohen & Associates, LLC 0.28% No change 14,000 $1.4M
Vident Advisory, LLC 0.02% Add +72.8% 13,994 $1.4M
Triasima Portfolio Management inc. 0.28% Add +78.6% 13,969 $1.4M
Atria Investments, Inc 0.02% Add +6.0% 13,931 $1.4M
Chicago Capital, LLC 0.04% Add +87.2% 13,861 $1.4M
Park Avenue Securities LLC 0.02% Reduce -39.8% 13,772 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +8.1% 13,720 $1.4M
Quantessence Capital LLC 0.35% Add +109.6% 13,700 $1.4M
Voleon Capital Management LP 0.11% New 13,661 $1.4M
Perigon Wealth Management, LLC 0.04% Reduce -20.8% 13,477 $1.4M
FORA Capital, LLC 0.14% Reduce -72.3% 13,465 $1.4M
Triangle Securities Wealth Management 0.35% Reduce -4.0% 13,217 $1.4M
Burling Wealth Partners, LLC 0.28% Reduce -13.9% 13,094 $1.4M
Trust Co. of Vermont 0.07% Reduce -2.8% 13,049 $1.3M
NJ State Employees Deferred Compensation Plan 0.17% No change 13,001 $1.3M
Goelzer Investment Management, Inc. 0.08% No change 12,995 $1.3M
Lafayette Investments, Inc. 0.28% Add +11.1% 12,882 $1.3M
DAVENPORT & Co LLC 0.01% Reduce -10.2% 12,722 $1.3M
Principal Securities, Inc. 0.03% Add +0.0% 14,146 $1.3M
Whittier Trust Co. 0.02% Reduce -1.9% 12,668 $1.3M
Dash Acquisitions Inc. 0.29% Add +3.0% 13,470 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.6% 12,611 $1.3M
Nomura Holdings Inc. 0.01% Reduce -4.9% 12,516 $1.3M
Ironwood Investment Management LLC 0.70% Reduce -0.3% 12,471 $1.3M
Diversify Wealth Management, LLC 0.09% Add +13.7% 13,378 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +0.6% 12,295 $1.3M
Parsons Capital Management Inc. 0.07% Reduce -3.9% 12,257 $1.3M
CI Investments Inc. 0.01% Add +10.5% 11,955 $1.2M
Hartford Financial Management Inc. 0.25% Reduce -0.8% 11,902 $1.2M
Greenleaf Trust 0.01% Add +12.9% 11,829 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.09% New 11,607 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -29.7% 11,598 $1.2M
Guinness Atkinson Asset Management Inc 0.67% Add +3.6% 11,587 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.08% Reduce -9.2% 11,492 $1.2M
Rossmore Private Capital 0.14% Reduce -3.1% 11,351 $1.2M
Investment Management Corp of Ontario 0.02% Add +1.8% 11,308 $1.2M
Bollard Group LLC 0.03% Add +0.2% 11,287 $1.2M
Woodstock Corp. 0.11% Reduce -9.3% 11,265 $1.2M
Principle Wealth Partners LLC 0.08% Reduce -0.4% 11,227 $1.2M
Neville Rodie & Shaw Inc. 0.09% Reduce -3.5% 11,158 $1.2M
Copeland Capital Management, LLC 0.02% Reduce -8.9% 11,157 $1.2M
IFP Advisors, Inc 0.04% Add +559.8% 11,058 $1.1M
Lazard Asset Management LLC 0.00% Reduce -11.5% 10,999 $1.1M
Snowden Capital Advisors LLC 0.04% Reduce -3.4% 10,944 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Reduce -17.6% 10,918 $1.1M
NorthCoast Asset Management LLC 0.01% Add +0.6% 10,884 $1.1M
Intech Investment Management LLC 0.01% Reduce -33.2% 10,760 $1.1M
DF Dent & Co. Inc. 0.01% Add +26.4% 10,690 $1.1M
Meeder Advisory Services, Inc. 0.07% Add +18.9% 10,513 $1.1M
Bridges Investment Management Inc. 0.02% Reduce -7.0% 10,408 $1.1M
Penserra Capital Management LLC 0.02% Add +258.6% 10,350 $1.1M
LBP Am SA 0.02% No change 10,290 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +2.9% 10,285 $1.1M
Florida Trust Wealth Management Co 0.03% Reduce -11.4% 10,163 $1.0M
Allstate Corp. 0.03% Reduce -18.7% 10,019 $1.0M
Applied Finance Capital Management, LLC 0.08% Add +3.1% 9,995 $1.0M
HighPoint Advisor Group LLC 0.06% Reduce -1.7% 10,869 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +7.8% 9,936 $1.0M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -6.3% 9,909 $1.0M
Lido Advisors, LLC 0.01% Add +23.6% 9,868 $1.0M
Ellevest, Inc. 0.07% Reduce -4.6% 9,833 $1.0M
Burney Co./ 0.04% Reduce -1.7% 9,745 $1.0M
Trust Co. of Toledo NA 0.13% Reduce -1.1% 9,704 $1.0M
Compass Wealth Management LLC 0.25% No change 9,665 $997K
Clearstead Advisors, LLC 0.02% Reduce -0.8% 9,601 $991K
Vontobel Holding Ltd. 0.00% Reduce -9.1% 9,454 $976K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +2.3% 9,447 $975K
Auto-Owners Insurance Co 0.03% Reduce -21.8% 5,000 $964K
Birch Hill Investment Advisors LLC 0.05% Reduce -3.1% 9,325 $962K
Parallel Advisors, LLC 0.02% Reduce -4.7% 9,266 $956K
Home Federal Bank of Tennessee 0.28% Reduce -0.1% 9,226 $952K
Monarch Capital Management Inc. 0.26% Reduce -5.5% 9,213 $951K
Johnson Investment Counsel Inc. 0.01% Add +1.8% 9,095 $939K
NewEdge Advisors, LLC 0.01% Reduce -6.5% 9,026 $931K
Holowesko Partners Ltd. 0.35% No change 9,000 $929K
Empowered Funds, LLC 0.01% Add +10.5% 8,988 $928K
Daiichi Life Insurance Co., Ltd. 0.03% No change 8,930 $922K
Carolina Wealth Advisors, LLC 0.49% Add +290.6% 8,846 $913K
Ossiam 0.01% Reduce -7.2% 8,812 $909K
American National Bank & Trust 0.10% Reduce -43.7% 8,766 $905K
FineMark National Bank & Trust 0.03% Add +1.2% 8,751 $903K
Shell Asset Management Co. 0.04% Reduce -4.3% 8,737 $902K
V-Square Quantitative Management LLC 0.13% Reduce -3.1% 8,718 $900K
AustralianSuper Pty Ltd 0.01% New 8,718 $900K
Field & Main Bank 0.32% Reduce -1.9% 8,702 $898K
IMA Advisory Services, Inc. 0.11% Reduce -7.8% 8,697 $898K
Daymark Wealth Partners, LLC 0.04% Add +10.0% 8,674 $895K
Panagora Asset Management Inc. 0.00% Add +5.3% 8,652 $893K
Procyon Advisors, LLC 0.05% Add +293.4% 8,528 $880K
SummitTX Capital, L.P. 0.04% — 8,519 $879K
Sit Investment Associates Inc. 0.02% No change 8,415 $868K
Oppenheimer & Co. Inc. 0.01% Reduce -14.4% 8,304 $857K
Townsquare Capital LLC 0.01% Add +18.1% 8,298 $856K
Advisors Asset Management, Inc. 0.02% Reduce -5.6% 8,257 $852K
Dumont & Blake Investment Advisors LLC 0.23% Add +0.5% 8,117 $838K
Lee Danner & Bass Inc. 0.07% No change 7,983 $824K
GAMMA Investing LLC 0.06% Add +18.8% 7,953 $821K
TD Waterhouse Canada Inc. 0.01% Add +71.5% 7,875 $819K
Apollon Wealth Management, LLC 0.02% Reduce -4.4% 7,914 $817K
Kestra Private Wealth Services, LLC 0.01% Reduce -13.7% 7,892 $814K
Vestcor Inc 0.03% Add +0.2% 7,883 $814K
Marble Harbor Investment Counsel, LLC 0.09% Reduce -4.3% 7,769 $802K
Banque Cantonale Vaudoise 0.03% — 7,657 $790K
Salem Investment Counselors Inc. 0.03% Reduce -14.3% 7,649 $789K
TD Private Client Wealth LLC 0.02% Add +3.0% 7,614 $786K
Pring Turner Capital Group Inc. 0.48% No change 7,575 $782K
Curated Wealth Partners LLC 0.10% Add +0.8% 7,514 $775K
Eastern Bank 0.02% No change 7,498 $774K
Horizon Investments, LLC 0.02% Add +3.1% 7,486 $773K
EP Wealth Advisors, LLC 0.01% Add +12.0% 7,419 $766K
Glenview Trust Co 0.01% Reduce -11.7% 7,416 $765K
State of Wyoming 0.10% Add +278.6% 7,406 $764K
Fire Capital Management LLC 0.56% No change 7,346 $758K
Diversified Trust Co. 0.02% Add +6.6% 7,285 $752K
Cooper Financial Group 0.10% Add +10.1% 7,279 $751K
Kingsview Wealth Management, LLC 0.01% Reduce -5.4% 7,227 $746K
Ar Asset Management Inc. 0.17% No change 7,200 $743K
Romano Brothers and Company 0.10% Reduce -1.2% 7,159 $739K
Wedmont Private Capital 0.04% Add +18.8% 7,606 $738K
Werlinich Asset Management, LLC 0.47% No change 7,155 $738K
Curbstone Financial Management Corp 0.16% Add +5.9% 7,148 $738K
Wedbush Securities Inc. 0.03% Add +11.2% 7,146 $737K
Prudential PLC 0.00% Reduce -47.2% 7,109 $734K
Quadrant Capital Group LLC 0.03% Add +77.2% 7,057 $728K
Mufg Securities Americas Inc. 0.08% Add +19.0% 7,019 $724K
Integrated Wealth Concepts LLC 0.01% Add +0.9% 6,997 $722K
Medallion Wealth Advisors, LLC 0.33% Add +4.7% 6,945 $722K
Optas, LLC 0.13% Add +18.2% 6,959 $718K
Dorsey & Whitney Trust CO LLC 0.04% No change 6,945 $717K
Guggenheim Capital LLC 0.01% Reduce -33.3% 6,872 $709K
Mesirow Financial Investment Management, Inc. 0.01% Add +5.4% 6,831 $705K
Rehmann Capital Advisory Group 0.04% Add +5.8% 6,824 $704K
NorthRock Partners, LLC 0.02% Add +6.9% 6,732 $695K
Iron Gate Global Advisors LLC 0.10% Reduce -0.3% 6,728 $694K
Waterford Advisors, LLC 0.29% No change 6,690 $690K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.0% 6,689 $690K
ICW Investment Advisors LLC 0.28% Add +1.2% 6,600 $681K
Concurrent Investment Advisors, LLC 0.02% Add +80.8% 6,581 $679K
Ostrum Asset Management 0.04% Reduce -2.6% 6,555 $676K
Larson Financial Group LLC 0.03% Reduce -3.8% 6,507 $672K
Ninety One North America, Inc. 0.05% Reduce -13.8% 6,490 $670K
Integrity Alliance, Llc. 0.03% New 6,467 $667K
Fullerton Fund Management Co Ltd. 0.04% New 6,435 $664K
Signaturefd, LLC 0.01% Add +12.8% 6,430 $664K
Westhampton Capital, LLC 0.36% Reduce -3.0% 6,387 $659K
Soltis Investment Advisors LLC 0.06% Add +4.7% 6,358 $656K
Penobscot Investment Management Company, Inc. 0.06% Add +22.1% 6,346 $655K
Ieq Capital, LLC 0.01% Add +5.3% 6,247 $645K
ELCO Management Co., LLC 0.36% Reduce -6.7% 6,229 $643K
Raiffeisen Bank International AG 0.01% Add +115.1% 6,259 $639K
Arkadios Wealth Advisors 0.02% Add +106.3% 6,181 $638K
Quotient Wealth Partners, LLC 0.02% Add +5.3% 6,146 $634K
Means Investment Co., Inc. 0.07% Reduce -0.8% 6,141 $634K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.1% 6,076 $627K
CENTRAL TRUST Co 0.02% Reduce -2.0% 6,071 $627K
Meridian Management Co. 0.19% Reduce -1.7% 6,050 $624K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -4.3% 6,048 $624K
B. Riley Wealth Advisors, Inc. 0.02% Add +20.0% 6,016 $621K
Lindbrook Capital, LLC 0.06% Add +0.8% 6,008 $620K
Ausdal Financial Partners, Inc. 0.05% Add +134.8% 5,932 $612K
T. Rowe Price Investment Management, Inc. 0.00% New 5,922 $612K
Baldwin Investment Management, LLC 0.07% Reduce -1.5% 5,917 $611K
Allred Capital Management, LLC 0.24% No change 5,911 $610K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.07% No change 5,863 $605K
Ahl Investment Management, Inc. 0.42% Reduce -1.0% 5,857 $604K
Fortis Capital Advisors, LLC 0.12% New 5,807 $599K
Belpointe Asset Management LLC 0.03% New 5,807 $599K
Ballentine Partners, LLC 0.01% Add +3.9% 5,757 $594K
Amica Retiree Medical Trust 0.91% Reduce -33.1% 5,752 $594K
Holderness Investments Co. 0.14% Add +0.6% 5,751 $594K
Garrison Point Advisors, LLC 0.29% No change 5,745 $593K
Simmons Bank 0.04% Reduce -4.6% 5,698 $588K
Qtron Investments LLC 0.09% No change 5,680 $586K
Ridgewood Investments LLC 0.27% Add +10.6% 5,666 $585K
Ingalls & Snyder LLC 0.02% No change 5,573 $575K
Prime Capital Investment Advisors, LLC 0.01% Add +12.8% 5,552 $573K
StoneX Group Inc. 0.03% Reduce -2.3% 5,527 $570K
&partners 0.01% Reduce -13.7% 5,561 $568K
Wendell David Associates Inc. 0.06% No change 5,494 $567K
Bull Street Advisors, LLC 0.27% Reduce -2.9% 5,470 $565K
Moneta Group Investment Advisors LLC 0.01% Reduce -17.8% 5,412 $558K
Aaron Wealth Advisors LLC 0.06% Add +50.0% 5,376 $555K
Milestone Asset Management Group, LLC 0.50% Add +0.1% 5,353 $552K
Banque Transatlantique SA 0.02% Reduce -7.8% 5,345 $551K
Trexquant Investment LP 0.01% New 5,335 $551K
Eventide Asset Management, LLC 0.01% New 5,377 $549K
Freestone Capital Holdings, LLC 0.02% Add +0.2% 5,310 $548K
LGT Group Foundation 0.01% No change 5,306 $548K
Catalyst Funds Management Pty Ltd 0.14% New 5,280 $545K
Quarry LP 0.14% Add +64.0% 5,278 $545K
Gateway Wealth Partners, LLC 0.12% No change 5,240 $541K
Investment Advisory Services Inc. /TX 0.19% Reduce -0.9% 5,194 $536K
Moody National Bank Trust Division 0.06% Reduce -1.4% 5,131 $530K
Aptus Capital Advisors, LLC 0.01% Add +2.6% 5,100 $526K
Checchi Capital Advisers, LLC 0.04% Add +0.4% 5,083 $525K
Cary Street Partners Financial LLC 0.02% Add +3.5% 5,076 $524K
Silver Oak Securities, Incorporated 0.05% Add +0.4% 5,121 $523K
Valley Brook Capital Group, Inc. 0.41% Reduce -1.0% 5,065 $523K
Moors & Cabot, Inc. 0.03% Add +1.5% 4,999 $516K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +8.0% 4,993 $515K
Everett Harris & Co. 0.01% No change 4,967 $513K
First Western Trust Bank 0.02% Add +0.2% 4,958 $512K
Independent Advisor Alliance 0.02% Add +19.1% 4,956 $511K
Montag A & Associates Inc. 0.03% No change 4,949 $511K
Hilltop Holdings Inc. 0.03% Reduce -4.8% 4,914 $507K
Ferguson Wellman Capital Management, Inc. 0.01% Add +15.0% 4,910 $507K
Clarendon Private LLC 0.53% Add +28.6% 4,852 $501K
R Squared Ltd 0.53% Add +813.2% 4,840 $499K
Baker Avenue Asset Management, LP 0.02% Reduce -2.4% 4,784 $494K
UMB Bank, n.a. 0.01% Reduce -3.1% 4,776 $493K
Siemens Fonds Invest GmbH 0.03% Add +6.7% 4,733 $488K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 4,728 $488K
Laurion Capital Management LP 0.04% New 4,718 $487K
Stephens Inc. 0.01% Reduce -0.3% 4,710 $486K
IHT Wealth Management, LLC 0.02% Reduce -1.6% 4,691 $484K
City Holding Co. 0.07% Reduce -6.7% 4,667 $482K
Private Wealth Asset Management, LLC 0.07% — 4,628 $478K
Core Wealth Partners LLC 0.27% No change 4,570 $472K
Radnor Capital Management, LLC 0.08% No change 4,552 $470K
Valeo Financial Advisors, LLC 0.01% Add +1.5% 4,550 $470K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -2.2% 4,542 $469K
Excalibur Management Corp. 0.18% No change 4,525 $467K
Verdence Capital Advisors LLC 0.04% Reduce -0.1% 4,524 $467K
Sovereign Financial Group, Inc. 0.11% Reduce -1.3% 4,505 $465K
Mutual Advisors, LLC 0.01% Add +15.3% 5,002 $465K
Gabelli Funds LLC 0.00% No change 4,500 $464K
Pitcairn Co. 0.03% Add +0.1% 4,426 $457K
CX Institutional 0.02% Add +15.0% 4,422 $456K
Fifth Third Wealth Advisors LLC 0.02% Add +0.1% 4,418 $456K
Graypoint LLC 0.03% Add +3.5% 4,414 $456K
Texas Bank & Trust Co 0.19% No change 4,400 $454K
Beck Mack & Oliver LLC 0.01% Reduce -1.7% 4,397 $454K
Forte Capital LLC 0.05% Reduce -0.9% 4,375 $452K
Waverly Advisors, LLC 0.01% Add +0.3% 4,371 $451K
Exencial Wealth Advisors, LLC 0.02% Reduce -1.3% 4,350 $449K
1ST Source Bank 0.03% Reduce -1.4% 4,348 $449K
Pointe Capital Management LLC 0.26% No change 4,326 $446K
Mirova 0.08% No change 4,324 $446K
Centiva Capital, LP 0.03% New 4,320 $446K
Choate Investment Advisors 0.01% Reduce -41.7% 4,312 $445K
Supplemental Annuity Collective Trust of NJ 0.14% No change 4,300 $444K
Simon Quick Advisors, LLC 0.03% New 4,295 $443K
Drexel Morgan & Co. 0.09% No change 4,288 $443K
Schnieders Capital Management LLC 0.09% No change 4,213 $435K
Aull & Monroe Investment Management Corp 0.21% Reduce -1.3% 4,170 $430K
Shakespeare Wealth Management, LLC 0.12% Add +0.2% 4,160 $429K
Mystic Asset Management, Inc. 0.11% Add +0.9% 4,160 $429K
Sound View Wealth Advisors Group, LLC 0.04% Add +0.1% 4,128 $426K
Fiduciary Group, LLC 0.04% No change 4,086 $422K
Acadian Asset Management LLC 0.00% Add +63.7% 4,045 $417K
Versant Capital Management, Inc 0.07% Add +538.9% 4,038 $417K
Bar Harbor Wealth Management 0.03% No change 4,036 $417K
Busey Bank 0.01% Reduce -5.6% 4,027 $416K
Kraematon Investment Advisors, Inc. 0.42% Add +0.2% 4,024 $415K
Cigna Investments Inc. 0.08% Reduce -2.4% 4,015 $415K
Profund Advisors LLC 0.02% Reduce -5.2% 4,019 $415K
Monterey Private Wealth, Inc. 0.12% No change 4,008 $414K
Knollwood Investment Advisory, LLC 0.05% No change 4,008 $414K
Corient IA LP 0.29% — 4,000 $413K
Mather Group, Llc. 0.00% Add +16.3% 3,969 $410K
Philadelphia Trust Co. 0.04% Reduce -9.9% 3,964 $409K
Aprio Wealth Management, LLC 0.05% Add +8.7% 3,936 $406K
Atwood & Palmer Inc. 0.03% Reduce -1.4% 3,925 $405K
Rialto Wealth Management, LLC 0.13% Add +0.4% 3,903 $403K
Robinson Smith Wealth Advisors LLC 0.33% Add +0.8% 3,805 $393K
BSW Wealth Partners 0.06% Reduce -9.8% 3,782 $390K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.9% 3,778 $390K
Rothschild Investment LLC 0.03% Reduce -0.1% 3,775 $390K
Sentry Investment Management LLC 0.26% Reduce -23.0% 4,172 $384K
Resonant Capital Advisors, LLC 0.03% Add +7.1% 3,701 $382K
GAMCO Investors 0.00% Reduce -0.5% 3,700 $382K
Boston Trust Walden Corp 0.00% Reduce -11.9% 3,698 $382K
QSV Equity Investors LLC 0.39% Reduce -0.6% 3,679 $380K
Kintegral Advisory, LLC 0.04% Reduce -0.3% 3,660 $378K
CW Advisors, LLC 0.00% Add +42.0% 3,615 $373K
Grey Ledge Advisors, LLC 0.10% Add +0.6% 3,611 $373K
Foster & Motley Inc. 0.02% Reduce -4.0% 3,586 $370K
Fortune Financial Advisors, LLC 0.32% Add +0.1% 3,576 $369K
Aberdeen Wealth Management LLC 0.25% No change 3,574 $369K
Headinvest, LLC 0.07% Reduce -5.9% 3,564 $368K
Brevan Howard Capital Management LP 0.01% New 3,562 $368K
Strategic Planning, Inc. 0.21% — 3,559 $367K
Bell Investment Advisors, Inc 0.07% Add +0.3% 3,552 $367K
Patten & Patten Inc. 0.02% Reduce -0.1% 3,525 $364K
Northwest Bancshares, Inc. 0.07% No change 3,505 $362K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +1.0% 3,503 $362K
Americana Partners, LLC 0.01% Reduce -1.2% 3,491 $360K
Syon Capital LLC 0.03% Add +39.7% 3,477 $359K
Addison Advisors LLC 0.10% Add +0.1% 3,470 $358K
Boston Family Office LLC 0.03% New 3,462 $357K
Essex Bank 0.09% Reduce -0.7% 3,443 $355K
Farmers National Bank 0.10% Reduce -0.3% 3,420 $353K
AE Wealth Management LLC 0.00% Add +14.6% 3,412 $352K
Callan Family Office, LLC 0.03% Reduce -4.7% 3,407 $352K
Fruth Investment Management 0.10% No change 3,403 $351K
Cinctive Capital Management LP 0.03% New 3,400 $351K
HBK Sorce Advisory LLC 0.01% Reduce -11.2% 3,395 $350K
NTV Asset Management LLC 0.05% No change 3,360 $347K
Defined Wealth Management, LLC 0.23% Add +0.3% 3,352 $346K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -86.2% 3,348 $345K
Tower Bridge Advisors 0.04% No change 3,346 $345K
First Citizens Bank & Trust Co. 0.01% Add +0.7% 3,339 $345K
Westpac Banking Corp. 0.03% Reduce -22.7% 3,328 $343K
PFG Investments, LLC 0.02% Reduce -1.1% 3,307 $341K
SVB Wealth LLC 0.01% Reduce -9.5% 3,297 $340K
Axxcess Wealth Management, LLC 0.01% Reduce -0.9% 3,296 $340K
Crestwood Advisors Group, LLC 0.01% Add +17.7% 3,262 $337K
Kenora Financial, LLC 0.14% Reduce -18.4% 3,252 $336K
TCTC Holdings, LLC 0.01% No change 3,249 $335K
Tritonpoint Wealth, LLC 0.03% Add +12.2% 3,244 $335K
NorthCrest Asset Manangement, LLC 0.01% Reduce -15.3% 3,215 $332K
Advisor OS, LLC 0.04% Add +1.1% 3,207 $331K
Country Club Bank 0.02% No change 3,227 $330K
Brighton Jones LLC 0.01% Add +29.5% 3,160 $326K
Tiemann Investment Advisors, LLC 0.15% No change 3,159 $326K
Bokf, NA 0.01% Reduce -14.6% 3,155 $326K
First Affirmative Financial Network 0.20% Reduce -10.1% 3,146 $325K
Fidelis Capital Partners, LLC 0.03% Reduce -4.1% 3,486 $324K
Advisory Services Network, LLC 0.01% Add +2.6% 3,126 $323K
MBB Public Markets I LLC 0.04% New 3,113 $321K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 3,112 $321K
Boyd Watterson Asset Management LLC 0.10% Reduce -3.3% 3,101 $320K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.4% 3,083 $318K
Ramirez Asset Management, Inc. 0.07% Reduce -1.6% 3,071 $317K
Bard Financial Services, Inc. 0.04% No change 3,050 $315K
EverSource Wealth Advisors, LLC 0.02% Add +5.9% 3,050 $315K
Compound Planning, Inc. 0.01% New 3,041 $314K
General Partner, Inc. 0.20% No change 3,029 $313K
Meridian Wealth Management, LLC 0.02% Add +1.1% 3,028 $313K
Chemung Canal Trust Co. 0.07% Reduce -3.6% 3,026 $312K
Heritage Wealth Management, Inc. 0.11% No change 3,017 $311K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.17% Reduce -86.4% 3,000 $310K
Vancity Investment Management Ltd 0.04% — 3,001 $310K
Bleichroeder LP 0.08% No change 3,000 $310K
St. Louis Trust Co 0.04% No change 3,000 $310K
Systematic Financial Management LP 0.01% No change 3,000 $310K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -4.6% 3,000 $309K
Calydon Capital 0.06% Add +6.6% 2,994 $309K
Premier Path Wealth Partners, LLC 0.05% Add +15.6% 2,981 $308K
Keynote Financial Services LLC 0.22% No change 2,975 $307K
Flagship Harbor Advisors, LLC 0.02% Reduce -6.6% 2,974 $307K
Sagespring Wealth Partners, LLC 0.01% New 2,966 $306K
MassMutual Private Wealth & Trust, FSB 0.01% Add +34.4% 2,965 $306K
Forum Financial Management, LP 0.01% Add +2.1% 2,955 $305K
McDonald Partners LLC 0.08% Reduce -0.8% 2,952 $305K
CHICAGO TRUST Co NA 0.06% Reduce -14.0% 2,948 $304K
Caldwell Trust Co 0.03% Reduce -29.9% 2,944 $304K
Dover Advisors, LLC 0.13% Reduce -1.5% 2,937 $303K
Signature Wealth Management Partners, LLC 0.20% No change 2,910 $300K
Ritholtz Wealth Management 0.01% Add +2.4% 2,907 $300K
LCM Capital Management Inc 0.18% Reduce -0.8% 2,904 $300K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 2,902 $299K
Sierra Legacy Group 0.27% No change 2,900 $299K
Callan Capital, LLC 0.02% Add +9.3% 2,895 $299K
Riverwater Partners LLC 0.15% Add +3.3% 2,885 $298K
S.A. Mason LLC 0.16% Reduce -0.3% 2,883 $298K
Farther Finance Advisors, LLC 0.01% Add +106.3% 2,845 $296K
Coldstream Capital Management Inc. 0.01% Add +6.6% 2,867 $296K
Enterprise Financial Services Corp 0.17% Reduce -1.1% 2,862 $295K
WASHINGTON TRUST Co 0.01% Reduce -19.1% 2,858 $295K
Fourpath Capital Management, LLC 0.05% No change 2,853 $294K
Howland Capital Management LLC 0.01% No change 2,852 $294K
Independent Financial Group, LLC 0.01% New 2,848 $294K
Cyndeo Wealth Partners, LLC 0.02% No change 2,838 $293K
Sowell Financial Services LLC 0.01% New 2,824 $291K
Fielder Capital Group LLC 0.08% Reduce -2.7% 2,818 $291K
Founders Financial Securities LLC 0.02% Add +4.2% 3,092 $290K
Forbes J M & Co. LLP 0.03% No change 2,804 $289K
Rwa Wealth Partners, LLC 0.00% Reduce -1.2% 2,803 $289K
CTC Alternative Strategies, Ltd. 0.35% New 2,800 $289K
New England Capital Financial Advisors LLC 0.15% Reduce -4.7% 2,785 $287K
Citizens Financial Group Inc. 0.01% Add +13.2% 2,781 $287K
CreativeOne Wealth, LLC 0.01% Reduce -5.1% 2,769 $286K
Ancora Advisors LLC 0.01% Reduce -1.4% 2,769 $286K
Horan Securities, Inc. 0.11% Add +0.1% 2,768 $286K
KOM Wealth Management Group, LLC 0.25% No change 2,765 $285K
Douglas Lane & Associates, LLC 0.00% Reduce -2.5% 2,754 $284K
Sentinel Trust Co. Lba 0.03% Add +0.1% 2,754 $284K
Bragg Financial Advisors, Inc 0.01% Reduce -4.2% 2,748 $284K
Stonebridge Capital Advisors LLC 0.02% Add +8.4% 2,738 $283K
St Germain D J Co. Inc. 0.01% Reduce -5.0% 2,729 $282K
Great Lakes Advisors, LLC 0.00% Add +16.2% 2,728 $282K
Composition Wealth, LLC 0.01% New 2,724 $281K
Old National Bancorp 0.01% Reduce -17.5% 2,724 $281K
Montecito Bank & Trust 0.05% Reduce -2.2% 2,717 $280K
Clarius Group, LLC 0.02% Add +0.5% 2,700 $279K
Dynamic Advisor Solutions LLC 0.01% Add +16.0% 2,697 $278K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -3.6% 2,690 $278K
Spinnaker Trust 0.02% Add +8.0% 2,690 $278K
Intrua Financial, LLC 0.04% Reduce -19.0% 2,676 $276K
Colonial Trust Co / SC 0.04% Reduce -0.4% 2,665 $275K
Members Trust Co 0.01% Add +0.1% 2,656 $274K
Aventura Private Wealth, LLC 0.14% Add +5.3% 2,623 $271K
GHP Investment Advisors, Inc. 0.01% Add +0.5% 2,609 $269K
Sapient Capital LLC 0.01% Reduce -0.6% 2,590 $267K
Donaldson Capital Management, LLC 0.01% Reduce -2.1% 2,590 $267K
Great Valley Advisor Group, Inc. 0.01% Reduce -9.6% 2,586 $267K
LMR Partners LLP 0.01% New 2,586 $267K
Mission Wealth Management, LP 0.01% Reduce -12.5% 2,585 $267K
Flputnam Investment Management Co. 0.01% Reduce -19.5% 2,583 $267K
SeaCrest Wealth Management, LLC 0.03% Reduce -7.3% 2,578 $266K
Courier Capital LLC 0.02% Add +6.2% 2,566 $265K
Journey Strategic Wealth LLC 0.01% New 2,566 $265K
Schechter Investment Advisors, LLC 0.02% New 2,560 $264K
Equitable Holdings, Inc. 0.00% Reduce -1.8% 2,558 $264K
Chicago Partners Investment Group LLC 0.01% New 2,710 $264K
SKY-Mountain Capital Management, Inc. 0.22% — 2,540 $262K
Founders Capital Management, LLC 0.05% No change 2,537 $262K
CWA Asset Management Group, LLC 0.01% New 2,537 $262K
Laurel Wealth Advisors LLC 0.04% No change 2,530 $261K
Charter Oak Capital Management, LLC 0.02% Reduce -0.2% 2,519 $260K
Sterling Financial Planning, Inc. 0.09% No change 2,513 $259K
Evergreen Capital Management LLC 0.01% New 2,508 $259K
Shelton Capital Management 0.01% Reduce -2.7% 2,489 $257K
KCM Investment Advisors LLC 0.01% Reduce -1.8% 2,487 $257K
Frank, Rimerman Advisors LLC 0.02% Reduce -34.1% 2,486 $257K
Cobblestone Capital Advisors LLC 0.01% Reduce -5.3% 2,484 $256K
Manning & Napier Advisors LLC 0.00% No change 2,464 $254K
Blue Trust, Inc. 0.00% Add +9.8% 2,455 $253K
PKS Advisory Services, LLC 0.07% Add +0.6% 2,454 $253K
Prospera Financial Services Inc 0.01% No change 2,443 $253K
Leavell Investment Management, Inc. 0.01% Reduce -1.5% 2,446 $252K
Sky Investment Group LLC 0.05% Reduce -0.2% 2,436 $251K
Farmers Trust Co. 0.05% Reduce -1.4% 2,417 $249K
Venturi Wealth Management, LLC 0.01% Add +159.3% 2,404 $248K
Seascape Capital Management 0.09% Reduce -93.0% 2,385 $246K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +0.3% 2,379 $246K
Howard Capital Management, LLC 0.01% Reduce -13.3% 2,377 $245K
Baader Bank Aktiengesellschaft 0.02% Add +0.5% 2,348 $242K
Sentry LLC 0.05% No change 2,341 $242K
LMCG Investments, LLC 0.02% Reduce -0.1% 2,341 $242K
U.S. Capital Wealth Advisors, LLC 0.01% New 2,336 $241K
Atria Wealth Solutions, Inc. 0.00% Reduce -25.6% 2,323 $240K
Colonial Trust Advisors 0.02% Reduce -4.2% 2,312 $239K
First National Trust Co 0.01% Reduce -7.3% 2,306 $238K
Sabal Trust CO 0.01% No change 2,303 $238K
Washington Trust Advisors, Inc. 0.02% No change 2,300 $237K
Centaurus Financial, Inc. 0.01% Reduce -20.8% 2,288 $236K
Naples Global Advisors, LLC 0.02% No change 2,283 $236K
Interchange Capital Partners, LLC 0.07% Add +0.6% 2,280 $235K
Optimum Investment Advisors 0.11% No change 2,262 $233K
Longboard Asset Management, LP 0.69% No change 2,261 $233K
Childress Capital Advisors, LLC 0.07% New 2,256 $233K
Stock Yards Bank & Trust Co. 0.01% Reduce -5.3% 2,253 $233K
GKV Capital Management Co., Inc. 0.12% Reduce -10.0% 2,250 $232K
Silicon Valley Capital Partners 0.03% Add +0.0% 2,272 $232K
MSH Capital Advisors LLC 0.07% No change 2,240 $231K
EntryPoint Capital, LLC 0.11% New 2,237 $231K
Wealthspire Advisors, LLC 0.00% Reduce -9.8% 2,224 $229K
Harbour Investments, Inc. 0.01% Add +0.4% 2,210 $228K
Tyche Wealth Partners LLC 0.05% Reduce -0.1% 2,205 $228K
Mairs & Power Inc. 0.00% Reduce -6.7% 2,204 $227K
Northeast Investment Management 0.01% Reduce -0.1% 2,193 $226K
Brooklyn Investment Group 0.05% Add +86.3% 2,182 $225K
Asset Dedication, LLC 0.02% Reduce -3.8% 2,181 $225K
Perbak Capital Partners LLP 0.17% New 2,177 $225K
First Foundation Advisors 0.01% Reduce -10.6% 2,175 $224K
Bennett Selby Investments LP 0.09% New 2,171 $224K
Hancock Whitney Corp. 0.01% Reduce -2.1% 2,166 $224K
Personal Cfo Solutions, LLC 0.05% New 2,165 $223K
Montis Financial, LLC 0.07% Reduce -2.7% 2,156 $223K
Pavion Blue Capital, LLC 0.11% New 2,151 $222K
Kingswood Wealth Advisors, LLC 0.02% New 2,150 $222K
SouthState Bank Corp 0.01% Reduce -23.5% 2,150 $222K
Ascent Group, LLC 0.01% New 2,142 $221K
MJP Associates Inc. 0.04% New 2,138 $221K
Wellington Shields & Co., LLC 0.07% No change 2,137 $221K
Capital Advantage, Inc. 0.04% No change 2,374 $220K
Proficio Capital Partners LLC 0.02% New 2,119 $219K
Smartleaf Asset Management LLC 0.02% Add +4.9% 2,115 $216K
Conning Inc. 0.01% New 2,088 $215K
Arrow Financial Corp 0.02% New 2,075 $214K
Court Place Advisors, LLC 0.07% Reduce -6.1% 2,072 $214K
Integrated Advisors Network LLC 0.01% New 2,063 $213K
Bridgewater Advisors Inc. 0.02% New 2,241 $213K
US Financial Advisors, LLC 0.06% New 2,054 $212K
Haverford Trust Co 0.00% Reduce -5.7% 2,053 $212K
Institute for Wealth Management, LLC. 0.03% New 2,042 $211K
First Horizon Advisors, Inc. 0.01% Reduce -51.4% 2,032 $210K
Manchester Capital Management LLC 0.03% Reduce -1.6% 2,018 $208K
Fortress Private Ledger, LLC 0.12% New 2,013 $208K
Berkshire Money Management, Inc. 0.02% New 2,000 $206K
Van Hulzen Asset Management, LLC 0.02% No change 2,000 $206K
Cullinan Associates Inc. 0.01% New 2,000 $206K
Marathon Capital Management 0.06% New 1,999 $206K
ICONIQ Capital, LLC 0.00% New 1,995 $206K
Plancorp, LLC 0.01% New 1,984 $205K
Jump Financial, LLC 0.00% Reduce -93.5% 1,983 $205K
Fractal Investments LLC 0.03% New 1,979 $204K
Azimuth Capital Investment Management LLC 0.01% Reduce -26.6% 1,970 $203K
Alta Advisers Ltd 0.09% New 1,968 $203K
Commerzbank Aktiengesellschaft 0.00% New 1,965 $203K
Nicolet Advisory Services, LLC 0.02% New 2,152 $203K
Wescott Financial Advisory Group, LLC 0.02% New 1,963 $203K
PDS Planning, Inc 0.02% New 1,959 $202K
Citizens National Bank Trust Department 0.04% Reduce -0.3% 1,956 $202K
Pure Financial Advisors, LLC 0.00% New 1,951 $201K
Becker Capital Management Inc. 0.01% New 1,944 $201K
Adirondack Trust Co. 0.08% Reduce -2.5% 1,923 $198K
Cary Street Partners Investment Advisory LLC 0.11% Add +2.0% 1,891 $195K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -96.9% 1,850 $191K
North Star Investment Management Corp. 0.01% Add +0.1% 1,832 $189K
Broadwater Capital Management LLC 0.15% No change 1,822 $188K
Deseret Mutual Benefit Administrators 0.09% Add +5.9% 1,729 $178K
Arax Advisory Partners 0.01% Add +178.5% 1,724 $178K
First Financial Corp. 0.08% Reduce -1.6% 1,676 $173K
Smithfield Trust Co 0.01% No change 1,660 $170K
Harbor Investment Advisory, LLC 0.02% Reduce -1.6% 1,628 $168K
Webster Bank, N. A. 0.02% Reduce -3.7% 1,593 $164K
Bank of New Hampshire 0.04% No change 1,565 $162K
Geneos Wealth Management Inc. 0.01% Add +26.2% 1,514 $156K
Farmers & Merchants Trust Co of Chambersburg PA 0.05% Reduce -6.5% 1,431 $148K
Anchor Investment Management, LLC 0.01% Reduce -29.8% 1,415 $146K
Acropolis Investment Management, LLC 0.01% Reduce -2.9% 1,398 $144K
Evelyn Partners Investment Management LLP 0.00% Add +12.7% 1,386 $143K
Resources Management Corp. /CT/ 0.02% Reduce -6.8% 1,380 $142K
CVA Family Office, LLC 0.02% Add +5.4% 1,368 $141K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,366 $141K
Atlas Capital Advisors Inc. 0.02% No change 1,364 $141K
AllSquare Wealth Management LLC 0.08% No change 1,350 $139K
Financial Life Planners 0.13% Add +0.4% 1,342 $139K
Wealth Preservation Advisors, LLC 0.10% — 1,291 $133K
Covestor Ltd 0.09% Add +443.6% 1,283 $132K
Caldwell Sutter Capital, Inc. 0.06% Reduce -7.3% 1,266 $131K
Steph & Co. 0.05% No change 1,261 $130K
Cromwell Holdings LLC 0.08% Add +1.6% 1,235 $127K
Spire Wealth Management 0.00% Reduce -5.2% 1,231 $127K
Quent Capital, LLC 0.01% Reduce -12.4% 1,172 $121K
Bangor Savings Bank 0.01% No change 1,172 $121K
Estabrook Capital Management 0.02% No change 1,146 $118K
Parvin Asset Management, LLC 0.13% No change 1,112 $115K
Logan Capital Management Inc. 0.01% No change 1,103 $114K
Exchange Traded Concepts, LLC 0.00% Add +16.8% 1,098 $113K
Hanson & Doremus Investment Management 0.02% No change 1,097 $113K
Ulland Investment Advisors, LLC 0.10% No change 1,071 $111K
Assetmark, Inc. 0.00% Reduce -20.5% 1,053 $109K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 1,041 $107K
Cherry Tree Wealth Management, LLC 0.03% No change 1,029 $106K
Gen-Wealth Partners Inc 0.04% No change 1,025 $106K
Capital Analysts, LLC 0.00% Add +26.5% 988 $102K
MV Capital Management, Inc. 0.01% Add +1.1% 970 $100K
Grove Bank & Trust 0.01% Reduce -50.0% 958 $99K
Evelyn Partners Investment Management Services Ltd 0.01% Add +92.8% 862 $89K
Piscataqua Savings Bank 0.08% Reduce -2.3% 837 $86K
Mark Sheptoff Financial Planning, LLC 0.05% No change 833 $86K
Parkside Financial Bank & Trust 0.01% Reduce -8.2% 829 $86K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +15.3% 828 $85K
Valley National Advisers Inc. 0.02% Add +340.7% 833 $85K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $85K
Evermay Wealth Management LLC 0.01% No change 822 $85K
New Age Alpha Advisors, LLC 0.00% Reduce -64.3% 819 $85K
Independence Bank of Kentucky 0.01% Reduce -10.0% 811 $84K
Clearstead Trust, LLC 0.02% Reduce -20.0% 805 $83K
Navera Investment Management Ltd. 0.00% No change 800 $83K
Brown, Lisle/Cummings, Inc. 0.02% No change 776 $80K
Costello Asset Management, INC 0.03% Add +193.5% 769 $79K
City State Bank 0.03% Add +15.2% 757 $78K
ESL Trust Services, LLC 0.02% No change 750 $77K
Pacifica Partners Inc. 0.04% No change 741 $77K
Sawyer & Company, Inc 0.03% No change 750 $77K
CoreCap Advisors, LLC 0.00% Add +3.8% 743 $77K
Center for Financial Planning, Inc. 0.01% Reduce -1.2% 740 $76K
Opal Wealth Advisors, LLC 0.02% New 734 $76K
Rise Advisors, LLC 0.03% Add +1.8% 729 $75K
Group One Trading LLC 0.00% New 727 $75K
Bellevue Asset Management, LLC 0.04% No change 716 $74K
OAKMONT Corp 0.01% No change 705 $73K
Zions Bancorporation, National Association 0.00% — 705 $73K
Strengthening Families & Communities, LLC 0.04% No change 702 $72K
Intact Investment Management Inc. 0.00% New 700 $72K
Hoertkorn Richard Charles 0.03% No change 682 $70K
Indiana Trust & Investment Management Co 0.03% No change 676 $70K
SBI Securities Co., Ltd. 0.00% Reduce -10.0% 663 $68K
North Capital, Inc. 0.06% — 651 $67K
Acima Private Wealth, LLC 0.02% No change 650 $67K
Carolinas Wealth Consulting LLC 0.01% Reduce -11.6% 640 $66K
Key Financial Inc 0.01% No change 635 $66K
Leonteq Securities AG 0.01% Reduce -29.9% 634 $65K
Golden State Wealth Management, LLC 0.01% Add +64.8% 613 $63K
WPG Advisers, LLC 0.06% Reduce -4.8% 600 $62K
Evelyn Partners Asset Management Ltd 0.02% Add +212.0% 599 $62K
Curat Global, LLC 0.07% — 592 $61K
Abound Wealth Management 0.02% Add +715.3% 587 $61K
Gables Capital Management Inc. 0.03% No change 575 $59K
Hopwood Financial Services, Inc. 0.04% No change 562 $58K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 558 $58K
Beacon Capital Management, LLC 0.01% No change 516 $53K
Monetary Management Group Inc. 0.01% Reduce -14.6% 509 $53K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.4% 502 $52K
Cypress Capital Management LLC (WY) 0.06% No change 500 $52K
Motco 0.01% Add +22.1% 487 $50K
Creative Financial Designs Inc. 0.00% Add +7.6% 481 $50K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.2% 472 $49K
Ransom Advisory, Ltd 0.02% Add +5.7% 461 $48K
JNBA Financial Advisors 0.00% Reduce -17.9% 454 $47K
Crowley Wealth Management, Inc. 0.04% No change 450 $46K
First Command Advisory Services, Inc. 0.00% No change 448 $46K
Mowery & Schoenfeld Wealth Management, LLC 0.09% Add +0.2% 443 $46K
First Community Trust NA 0.04% Reduce -40.8% 436 $45K
GeoWealth Management, LLC 0.00% Reduce -69.9% 428 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 424 $44K
JFS Wealth Advisors, LLC 0.00% Reduce -14.0% 423 $44K
Hemington Wealth Management 0.01% Add +11.0% 425 $43K
Financial Network Wealth Advisors LLC 0.06% Add +3.5% 414 $43K
Union Savings Bank 0.02% No change 411 $42K
Chesapeake Asset Management LLC 0.04% No change 402 $41K
Pinnacle Bancorp, Inc. 0.01% Reduce -29.7% 402 $41K
Wellington Shields Capital Management, LLC 0.01% No change 400 $41K
Community Bank, N.A. 0.01% No change 400 $41K
TFC Financial Management, Inc. 0.01% Add +0.5% 399 $41K
Itau Unibanco Holding S.A. 0.00% Reduce -9.6% 396 $41K
GPS Wealth Strategies Group, LLC 0.01% No change 396 $41K
Cacti Asset Management LLC 0.00% Reduce -93.1% 400 $41K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 395 $41K
Loomis Sayles & Co. L P 0.00% Reduce -35.0% 388 $40K
Orion Capital Management LLC 0.02% No change 375 $39K
Flaharty Asset Management, LLC 0.01% New 372 $38K
Truvestments Capital LLC 0.01% Reduce -7.5% 371 $38K
Flagship Wealth Advisors, LLC 0.02% No change 368 $38K
Paladin Advisory Group, LLC 0.03% No change 353 $36K
Hantz Financial Services, Inc. 0.00% Add +8.8% 347 $36K
American Capital Advisory, LLC 0.02% Add +1.2% 340 $35K
Oakworth Capital, Inc. 0.00% No change 330 $34K
Atticus Wealth Management, LLC 0.01% No change 322 $33K
Prestige Wealth Management Group LLC 0.01% No change 322 $33K
Fortitude Family Office, LLC 0.01% No change 322 $33K
Intelligent Financial Strategies 0.02% No change 316 $33K
Continuum Advisory, LLC 0.00% Reduce -18.2% 314 $32K
Cheviot Value Management, LLC 0.00% New 322 $31K
Wayfinding Financial, LLC 0.01% New 306 $31K
United Community Bank 0.01% No change 300 $31K
Old Second National Bank of Aurora 0.01% Reduce -40.9% 300 $31K
Missouri Trust & Investment Co 0.01% Reduce -7.8% 295 $30K
CNB Bank 0.02% No change 292 $30K
SJS Investment Consulting Inc. 0.00% Reduce -0.7% 281 $29K
Mascoma Wealth Management LLC 0.01% No change 279 $29K
Cornerstone Planning Group LLC 0.01% Reduce -16.5% 308 $28K
Centricity Wealth Management, LLC 0.03% Reduce -22.5% 275 $28K
First United Bank & Trust 0.01% Reduce -8.3% 275 $28K
NFSG Corp 0.01% Add +16.7% 273 $28K
Transce3nd, LLC 0.01% Reduce -0.4% 266 $27K
Archer Investment Corp 0.01% No change 263 $27K
Osterweis Capital Management Inc. 0.00% Add +2.0% 255 $26K
Plante Moran Financial Advisors, LLC 0.00% Reduce -11.3% 251 $26K
Cetera Trust Company, N.A 0.02% Reduce -16.7% 250 $26K
Concord Wealth Partners 0.00% No change 250 $26K
Consultiva Wealth Management, Corp. 0.09% Add +97.6% 245 $25K
Lanark Financial, Inc. 0.00% — 248 $25K
Crews Bank & Trust 0.00% No change 235 $24K
Central Pacific Bank - Trust Division 0.00% No change 235 $24K
GW&K Investment Management, LLC 0.00% Add +15.8% 234 $24K
West Branch Capital LLC 0.01% No change 232 $24K
Riverview Trust Co 0.02% Reduce -5.0% 230 $24K
Bradley & Co. Private Wealth Management, LLC 0.02% No change 230 $24K
Hexagon Capital Partners LLC 0.00% Add +11.7% 229 $24K
Armstrong Advisory Group, Inc. 0.00% No change 255 $24K
DT Investment Partners, LLC 0.00% No change 227 $23K
Mattson Financial Services, LLC 0.01% No change 225 $23K
Whipplewood Advisors, LLC 0.01% Add +36.2% 297 $23K
Physician Wealth Advisors, Inc. 0.00% No change 215 $22K
Birchbrook, Inc. 0.01% No change 212 $22K
Olistico Wealth, LLC 0.01% No change 200 $21K
Barrett & Company, Inc. 0.01% No change 200 $21K
Riggs Asset Managment Co. Inc. 0.01% Reduce -3.4% 199 $21K
Red Tortoise LLC 0.01% No change 198 $20K
Hara Capital LLC 0.01% Add +8.3% 195 $20K
Tompkins Financial Corp. 0.00% Add +11.4% 186 $19K
Accordant Advisory Group Inc 0.02% No change 181 $19K
Financial Perspectives, Inc 0.01% No change 180 $19K
Nemes Rush Group LLC 0.00% No change 179 $18K
NewSquare Capital LLC 0.00% Add +1006.3% 177 $18K
Cedar Mountain Advisors, LLC 0.00% No change 173 $18K
Core Alternative Capital 0.00% Add +20.9% 168 $17K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $17K
Cranbrook Wealth Management, LLC 0.00% No change 162 $17K
Sound Income Strategies, LLC 0.00% Add +6.6% 161 $17K
Clean Yield Group 0.01% Add +20.1% 161 $17K
Sachetta, LLC 0.01% Add +8.9% 159 $16K
Saudi Central Bank 0.09% New 157 $16K
Meeder Asset Management Inc. 0.00% Reduce -38.1% 154 $16K
Glen Eagle Advisors, LLC 0.00% Add +4.0% 154 $16K
Nalls Sherbakoff Group, LLC 0.01% — 150 $15K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $15K
FSC Wealth Advisors, LLC 0.01% No change 144 $15K
Frazier Financial Advisors, LLC 0.01% No change 139 $14K
Private Wealth Management Group, LLC 0.01% Add +31.4% 138 $14K
Sunbelt Securities, Inc. 0.00% Add +13.0% 130 $13K
ZynergyRetirementPlanningLLC 0.01% No change 140 $13K
Tortoise Investment Management, LLC 0.00% No change 125 $13K
TruNorth Capital Management, LLC 0.00% No change 122 $13K
Sittner & Nelson, LLC 0.01% No change 118 $12K
McClarren Financial Advisors, Inc. 0.01% No change 117 $12K
Caitong International Asset Management Co., Ltd 0.01% Reduce -74.7% 116 $12K
Centennial Bank 0.01% New 110 $11K
CGC Financial Services, LLC 0.00% No change 110 $11K
DecisionPoint Financial, LLC 0.00% No change 110 $11K
Kestra Investment Management, LLC 0.00% Reduce -86.5% 107 $11K
Rosenberg Matthew Hamilton 0.00% Add +1.9% 107 $11K
Olde Wealth Management, LLC 0.00% New 111 $11K
CKW Financial Group 0.00% Add +1.0% 103 $11K
PrairieView Partners, LLC 0.00% No change 113 $11K
Activest Wealth Management 0.00% Add +2500.0% 104 $11K
Kentucky Trust Co 0.01% No change 100 $10K
YANKCOM Partnership 0.01% No change 100 $10K
VSM Wealth Advisory, LLC 0.00% No change 100 $10K
Global Wealth Strategies & Associates 0.00% New 100 $10K
True Wealth Design, LLC 0.00% Add +708.3% 97 $10K
Duncker Streett & Co. Inc. 0.00% Reduce -57.5% 97 $10K
First PREMIER Bank 0.00% No change 100 $10K
Dunhill Financial, LLC 0.00% Reduce -8.7% 95 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -33.8% 92 $9K
Coastline Trust Co 0.00% Reduce -7.2% 90 $9K
Raelipskie Partnership 0.00% No change 89 $9K
Park Place Capital Corp 0.00% No change 86 $9K
ORG Partners LLC 0.00% Add +8.0% 81 $8K
Bruce G. Allen Investments, LLC 0.01% Reduce -28.9% 81 $8K
AdvisorNet Financial, Inc 0.00% Add +1.3% 81 $8K
Front Row Advisors LLC 0.00% No change 80 $8K
BOK Financial Private Wealth, Inc. 0.00% Reduce -57.5% 80 $8K
BankPlus Trust Department 0.00% No change 79 $8K
High Note Wealth, LLC 0.00% No change 78 $8K
Sierra Ocean, LLC 0.01% No change 74 $8K
Breakwater Investment Management 0.00% No change 72 $7K
Millstone Evans Group, LLC 0.01% No change 72 $7K
Financial Gravity Asset Management, Inc. 0.00% — 70 $7K
Provenance Wealth Advisors, LLC 0.00% No change 70 $7K
Lavaca Capital LLC 0.00% No change 69 $7K
Main Street Group, LTD 0.00% Add +6.5% 66 $7K
MCF Advisors LLC 0.00% Reduce -21.7% 65 $7K
Park Square Financial Group, LLC 0.01% Reduce -6.1% 62 $6K
Graney & King, LLC 0.00% New 62 $6K
Murphy & Mullick Capital Management Corp 0.01% No change 61 $6K
Holos Integrated Wealth LLC 0.00% Reduce -26.8% 60 $6K
Cape Investment Advisory, Inc. 0.00% Reduce -3.2% 60 $6K
Syntax Research, Inc. 0.00% No change 59 $6K
Stonebridge Financial Group, LLC 0.00% Add +18.0% 59 $6K
Tower View Wealth Management LLC 0.00% No change 58 $6K
Avion Wealth 0.00% No change 65 $6K
FSA Wealth Management LLC 0.00% No change 57 $6K
Comprehensive Financial Planning, Inc. 0.01% No change 55 $6K
Raffa Wealth Management, LLC 0.00% Reduce -20.3% 55 $6K
Compass Planning Associates Inc 0.01% No change 52 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 56 $5K
Hughes Financial Services, LLC 0.00% New 49 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +139.1% 55 $5K
Hoey Investments, Inc. 0.00% No change 46 $5K
S&T Bank 0.00% No change 45 $5K
McIlrath & Eck, LLC 0.00% No change 45 $5K
Dogwood Wealth Management LLC 0.00% Add +175.0% 44 $5K
ROSS\JOHNSON & Associates LLC 0.07% New 40 $4K
Inlight Wealth Management, LLC 0.00% New 40 $4K
Peoples Financial Services Corp. 0.00% No change 40 $4K
Fortis Group Advisors, LLC 0.00% No change 38 $4K
Abound Financial, LLC 0.00% New 37 $4K
Rossby Financial, LCC 0.00% New 40 $4K
Highline Wealth Partners LLC 0.00% Reduce -20.0% 36 $4K
Salomon & Ludwin, LLC 0.00% No change 34 $4K
Westend Capital Management, LLC 0.00% New 33 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.2% 32 $3K
WealthTrak Capital Management LLC 0.00% Add +50.0% 30 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 29 $3K
Financial Freedom, LLC 0.00% No change 28 $3K
Pinney & Scofield, Inc. 0.00% No change 27 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $3K
Iron Horse Wealth Management, LLC 0.00% No change 27 $3K
PFS Partners, LLC 0.00% Add +3.9% 27 $3K
Redwood Park Advisors LLC 0.00% No change 26 $3K
Pacific Center for Financial Services 0.00% No change 25 $3K
Creative Capital Management Investments LLC 0.00% Reduce -66.7% 24 $2K
Battery Global Advisors, LLC 0.00% No change 22 $2K
Global Financial Private Client, LLC 0.00% Add +214.3% 22 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
Financial Management Professionals, Inc. 0.00% Add +250.0% 21 $2K
Eq Wealth Advisors, LLC 0.00% New 20 $2K
Asset Planning,Inc 0.00% No change 20 $2K
Clark Wealth Partners 0.00% No change 20 $2K
Aspect Partners, LLC 0.00% No change 20 $2K
Wood Tarver Financial Group, LLC 0.00% No change 20 $2K
TD Capital Management LLC 0.00% No change 20 $2K
Navigoe, LLC 0.00% No change 25 $2K
Redmont Wealth Advisors LLC 0.00% New 19 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
Trifecta Capital Advisors, LLC 0.00% No change 15 $2K
West Paces Advisors Inc. 0.00% No change 14 $1K
Bogart Wealth, LLC 0.00% No change 14 $1K
Principia Wealth Advisory, LLC 0.00% Add +75.0% 14 $1K
Winnacle Wealth LLC 0.00% Add +44.4% 13 $1K
Fairscale Capital, LLC 0.00% No change 12 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
JCIC Asset Management Inc. 0.00% New 12 $1K
Binnacle Investments Inc 0.00% — 11 $1K
Bare Financial Services, Inc 0.00% New 10 $1K
Nvwm, LLC 0.00% Add +100.0% 10 $1K
Bay Harbor Wealth Management, LLC 0.00% New 10 $1K
New Millennium Group LLC 0.00% No change 9 $929
Fairman Group, LLC 0.00% No change 8 $741
Tradewinds Capital Management, LLC 0.00% New 6 $660
Greenline Partners, LLC 0.00% New 6 $619
Bear Mountain Capital, Inc. 0.00% New 6 $572
Quest 10 Wealth Builders, Inc. 0.00% New 5 $567
Parkworth Wealth Management, Inc. 0.00% No change 5 $516
North Ridge Wealth Advisors, Inc. 0.00% No change 5 $516
CBIZ Investment Advisory Services, LLC 0.00% New 5 $516
HFM Investment Advisors, LLC 0.00% — 4 $413
Rakuten Securities, Inc. 0.00% New 1 $103

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