Otis WorldwideOTIS

13F holders, Q2 2025 (June 30)
1,269holders +23
106new positions
79sold out
12famous investors
$98.95avg. 13F price*

At the end of Q2 2025, 1,269 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 23 from Q1 2025. 106 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($4.8B), BlackRock, Inc. ($3.2B) and JPMorgan Chase & Co. ($2.2B). 12 famous investors held it, including Terry Smith (2.5% of Fundsmith's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions106$489.5M
Exits79$120.2M

All 13F filers, Q1 2025 → Q2 2025: 27,594,674 shares bought and 31,922,118 shares sold, net −4,327,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,269 holders

Vanguard Group Inc. 0.08% Add +4.3% 48,587,153 $4.8B
BlackRock, Inc. 0.06% Add +2.4% 32,547,626 $3.2B
JPMorgan Chase & Co. 0.15% Reduce -41.7% 22,114,586 $2.2B
Alliancebernstein L.P. 0.63% Add +3.2% 19,378,760 $1.9B
State Street Corp. 0.06% Add +0.2% 16,039,583 $1.6B
Morgan Stanley 0.09% Add +4.5% 13,477,240 $1.3B
Geode Capital Management, LLC 0.07% Add +1.2% 10,673,127 $1.1B
Norges Bank 0.09% Add +2.0% 7,287,555 $721.6M
Franklin Resources Inc. 0.19% Reduce -9.0% 7,097,379 $702.8M
Massachusetts Financial Services Co. 0.22% Reduce -3.6% 6,910,275 $684.3M
Fundsmith 2.50% Reduce -0.8% 5,819,151 $576.2M
Fiera Capital Corp 1.79% Reduce -1.0% 5,339,028 $528.7M
PineStone Asset Management Inc. 2.97% Add +13.3% 4,639,065 $459.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.37% Add +11.9% 4,632,335 $458.7M
Invesco Ltd. 0.08% Add +6.9% 4,529,221 $448.5M
Northern Trust Corp. 0.06% Reduce -4.2% 4,392,912 $435.0M
BLS Capital Fondsmaeglerselskab A/S 11.69% Reduce -6.5% 3,663,016 $362.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +2.5% 3,631,934 $359.6M
Sarasin & Partners LLP 3.53% Reduce -1.7% 3,581,396 $354.6M
Wellington Management Group LLP 0.06% Reduce -18.0% 3,061,001 $303.1M
Bank of America Corp. 0.02% Add +0.1% 2,971,913 $294.3M
Marshall Wace, LLP 0.34% Add +5291.5% 2,844,524 $281.7M
Capital Research Global Investors 0.06% Add +0.6% 2,810,148 $278.3M
Legal & General Group Plc 0.07% Add +2.1% 2,805,335 $277.8M
Bank of New York Mellon Corp 0.05% Reduce -5.3% 2,797,485 $277.0M
FMR LLC 0.02% Reduce -23.2% 2,764,935 $273.8M
Schroder Investment Management Group 0.20% Add +4.4% 2,393,032 $237.0M
Charles Schwab Investment Management Inc. 0.04% Add +1.4% 2,366,894 $234.4M
Primecap Management Co. 0.18% Add +28.4% 2,314,361 $229.2M
Goldman Sachs Group Inc. 0.04% Add +17.3% 2,250,144 $222.8M
Deutsche Bank AG 0.08% Add +33.4% 2,096,497 $207.6M
London Co. of Virginia 1.16% Reduce -3.9% 2,068,624 $204.8M
D. E. Shaw & Co. 0.21% Add +2411.6% 2,021,880 $200.2M
Dimensional Fund Advisors LP 0.04% Reduce -0.3% 1,935,201 $191.6M
Guinness Asset Management LTD 3.41% Add +1.5% 1,925,000 $190.5M
CIBC Private Wealth Group LLC 0.33% Reduce -0.6% 1,876,606 $185.8M
USS Investment Management Ltd 1.14% Reduce -19.5% 1,830,268 $181.2M
UBS Group AG 0.04% Reduce -31.8% 1,702,315 $168.6M
Fundsmith Investment Services LTD. 2.27% Reduce -1.9% 1,693,358 $167.7M
Amundi 0.06% Add +39.9% 1,663,345 $166.0M
Russell Investments Group, Ltd. 0.20% Add +15.4% 1,573,337 $155.6M
Brown Brothers Harriman & Co. 0.94% Add +36.1% 1,481,384 $146.7M
Canoe Financial LP 2.08% Reduce -2.1% 1,471,094 $145.7M
Jacobs Levy Equity Management, Inc. 0.55% Add +6.5% 1,417,671 $140.4M
T. Rowe Price Associates Inc. 0.02% Reduce -6.8% 1,356,370 $134.3M
Citadel Advisors 0.12% Add +28.7% 1,337,824 $132.5M
Royal Bank of Canada 0.02% Add +96.4% 1,292,801 $128.0M
Clearbridge Investments, LLC 0.10% Reduce -2.5% 1,288,864 $127.6M
Swiss National Bank 0.07% Add +6.3% 1,197,643 $118.6M
Qube Research & Technologies Ltd 0.16% New 1,154,504 $114.3M
Macquarie Group Ltd. 0.14% Add +8.4% 1,146,965 $113.6M
Aviva PLC 0.23% Add +3.4% 1,140,823 $113.0M
AQR Capital Management 0.09% Add +341.0% 1,150,451 $112.6M
Fayez Sarofim & Co 0.26% Reduce -0.1% 1,112,571 $110.2M
Millennium Management 0.10% Add +444.0% 1,074,802 $106.4M
Two Sigma Investments, LP 0.20% Add +400.2% 1,053,095 $104.3M
Arrowstreet Capital, Limited Partnership 0.07% Add +109.6% 1,005,980 $99.6M
Nuveen, LLC 0.03% Add +9.1% 972,787 $96.3M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +1.1% 936,593 $92.7M
Pictet Asset Management Holding SA 0.09% Reduce -11.6% 929,278 $92.0M
Lazard Freres Gestion S.A.S. 2.21% Add +17.1% 913,753 $90.5M
Victory Capital Management Inc. 0.05% Add +0.1% 842,309 $83.4M
Rhumbline Advisers 0.07% Add +5.7% 815,506 $80.8M
HighTower Advisors, LLC 0.10% Reduce -0.6% 799,605 $79.2M
Citigroup Inc. 0.05% Add +77.2% 781,402 $77.4M
Voloridge Investment Management, LLC 0.28% Reduce -9.8% 779,305 $77.2M
Gates Capital Management, Inc. 2.28% No change 761,748 $75.4M
Barclays PLC 0.03% Reduce -16.9% 744,459 $73.7M
Assenagon Asset Management S.A. 0.11% Add +62.6% 713,614 $70.7M
HSBC Holdings PLC 0.04% Reduce -7.4% 690,901 $68.4M
Fisher Asset Management 0.03% Reduce -4.4% 686,698 $68.0M
California Public Employees Retirement System 0.04% Add +6.8% 679,906 $67.3M
Squarepoint Ops LLC 0.15% Add +20.4% 677,565 $67.1M
California State Teachers Retirement System 0.07% Add +1.2% 647,290 $64.1M
National Pension Service 0.05% Add +0.8% 617,567 $61.2M
Neuberger Berman Group LLC 0.05% Reduce -0.1% 609,036 $60.2M
Worldquant Millennium Advisors LLC 0.30% New 602,115 $59.6M
CANADA LIFE ASSURANCE Co 0.09% Reduce -8.5% 566,748 $56.2M
Two Sigma Advisers, LP 0.11% Add +615.3% 565,800 $56.0M
Canada Pension Plan Investment Board 0.05% Add +18.0% 555,395 $55.0M
Artisan Partners Limited Partnership 0.08% Reduce -1.2% 542,581 $53.7M
Wells Fargo & Company 0.01% Reduce -2.3% 529,229 $52.4M
Renaissance Technologies 0.07% New 511,200 $50.6M
Rathbones Group PLC 0.22% Reduce -0.9% 507,990 $50.3M
First Trust Advisors LP 0.04% Reduce -6.0% 500,533 $49.6M
BNP Paribas Financial Markets 0.04% Reduce -10.1% 497,641 $49.3M
Railway Pension Investments Ltd 0.66% Reduce -10.6% 470,100 $46.5M
Storebrand Asset Management As 0.13% Add +4.0% 462,604 $45.8M
J. Stern & Co. LLP 3.81% Add +2.9% 456,843 $44.6M
Principal Financial Group Inc. 0.02% Reduce -8.0% 438,646 $43.4M
Jane Street Group, LLC 0.07% Add +241.9% 434,865 $43.1M
Sei Investments Co. 0.05% Add +110.8% 432,783 $42.9M
State Board of Administration of Florida Retirement System 0.07% Reduce -3.6% 406,314 $40.2M
ExodusPoint Capital Management, LP 0.49% New 406,134 $40.2M
Envestnet Asset Management Inc. 0.01% Reduce -15.7% 405,849 $40.2M
PNC Financial Services Group, Inc. 0.03% Reduce -4.6% 393,319 $38.9M
Tudor Investment Corporation 0.29% New 385,608 $38.2M
Voya Investment Management LLC 0.04% Reduce -17.4% 383,229 $37.9M
Man Group plc 0.08% Add +148.2% 379,625 $37.6M
National Bank of Canada 0.04% Add +7.0% 357,543 $35.4M
Korea Investment CORP 0.08% Add +19.1% 353,915 $35.0M
Candriam S.C.A. 0.20% Reduce -21.8% 352,136 $34.9M
Los Angeles Capital Management LLC 0.13% Reduce -4.5% 348,545 $34.5M
Natixis Advisors, LLC 0.05% Add +5.3% 343,158 $34.0M
Cerity Partners LLC 0.06% Add +2.5% 341,824 $33.8M
J. Safra Sarasin Holding AG 0.58% Add +2.4% 339,390 $33.6M
American Century Companies Inc. 0.02% Reduce -2.5% 336,121 $33.3M
Prudential Financial Inc. 0.04% Add +55.8% 336,080 $33.3M
Aberdeen Group plc 0.06% Add +4.3% 333,464 $33.0M
Clean Energy Transition LLP 3.19% New 329,007 $32.6M
Capital Fund Management S.A. 0.36% Add +63.7% 328,703 $32.5M
HRT Financial LP 0.13% Add +8.8% 306,471 $30.3M
Ameriprise Financial Inc. 0.01% Add +21.7% 301,778 $29.9M
New York State Teachers Retirement System 0.06% Reduce -0.0% 288,947 $28.6M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +16.5% 284,942 $28.2M
UniSuper Management Pty Ltd 0.19% Add +5.3% 284,900 $28.2M
KBC Group NV 0.07% Reduce -1.8% 280,587 $27.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -8.8% 280,275 $27.8M
Bank of Montreal 0.01% Reduce -65.4% 268,663 $26.6M
Quintet Private Bank (Europe) S.A. 1.50% Reduce -9.7% 261,722 $25.9M
Welch & Forbes LLC 0.32% Reduce -2.5% 257,312 $25.5M
Raymond James Financial Inc. 0.01% Add +2.4% 254,207 $25.2M
Swedbank AB 0.03% Add +8.3% 243,842 $24.1M
Andra AP-fonden 0.33% Add +37.3% 238,934 $23.7M
APG Asset Management N.V. 0.07% Add +3.1% 278,387 $23.5M
New York State Common Retirement Fund 0.03% Reduce -0.7% 236,306 $23.4M
State of Wisconsin Investment Board 0.06% Add +0.1% 235,322 $23.3M
Handelsbanken Fonder AB 0.08% Add +2.1% 230,142 $22.8M
LPL Financial LLC 0.01% Reduce -3.2% 228,387 $22.6M
KLP Kapitalforvaltning As 0.10% Add +0.5% 225,342 $22.3M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.1% 222,814 $22.1M
Chevy Chase Trust Holdings, LLC 0.06% Add +0.2% 209,869 $20.8M
Danske Bank A/S 0.05% Reduce -1.5% 209,845 $20.8M
Weiss Asset Management LP 0.39% New 207,555 $20.6M
TD Asset Management Inc 0.02% Add +3.2% 198,630 $19.7M
Royal London Asset Management Ltd. 0.04% Reduce -13.7% 197,799 $19.6M
Carnegie Investment Counsel 0.39% Add +1.0% 195,437 $19.4M
Engineers Gate Manager LP 0.24% New 195,342 $19.3M
AXA S.A. 0.05% Reduce -3.5% 188,353 $18.7M
Van Lanschot Kempen Investment Management N.V. 0.18% Add +89.3% 186,896 $18.5M
Treasurer of the State of North Carolina 0.06% Add +1.1% 184,604 $18.3M
Creative Planning 0.02% Add +9.1% 182,587 $18.1M
US Bancorp \de 0.02% Reduce -5.2% 179,995 $17.8M
CIBC Asset Management Inc 0.06% Add +6.6% 179,325 $17.8M
Davidson Investment Advisors 0.80% Add +1.2% 179,159 $17.7M
Mackenzie Financial Corp. 0.02% Reduce -1.4% 177,495 $17.6M
Quantinno Capital Management LP 0.07% Reduce -8.3% 174,567 $17.3M
Banque Pictet & Cie SA 0.18% Reduce -19.2% 173,344 $17.2M
Jump Financial, LLC 0.21% Add +8337.3% 167,311 $16.6M
Corient Private Wealth LP 0.02% Reduce -6.5% 166,758 $16.5M
Comgest Global Investors S.A.S. 0.28% Reduce -6.1% 166,709 $16.5M
Toronto Dominion Bank 0.04% Add +14.4% 165,879 $16.4M
Equitable Trust Co. 0.81% Reduce -9.7% 165,134 $16.4M
Asset Management One Co., Ltd. 0.05% Add +2.5% 164,439 $16.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -67.8% 163,870 $16.2M
M&T Bank Corp 0.05% Reduce -12.6% 157,575 $15.6M
DekaBank Deutsche Girozentrale 0.03% Reduce -2.6% 158,568 $15.5M
Steigerwald, Gordon & Koch Inc. 1.63% Add +0.1% 155,634 $15.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +7.1% 149,639 $14.8M
Mn Services Vermogensbeheer B.V. 0.10% No change 148,100 $14.7M
DNB Asset Management AS 0.06% Reduce -5.5% 146,987 $14.6M
Commonwealth Equity Services, LLC 0.02% Reduce -4.1% 145,071 $14.4M
State of Tennessee, Department of Treasury 0.05% Add +188.3% 144,143 $14.3M
AdviceOne Advisory Services, LLC 10.45% Add +0.7% 143,049 $14.2M
Illinois Municipal Retirement Fund 0.19% Reduce -24.3% 141,893 $14.1M
Resona Asset Management Co.,Ltd. 0.07% Add +14.3% 141,534 $14.0M
Trexquant Investment LP 0.16% Add +2511.7% 139,334 $13.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +334.8% 137,600 $13.7M
Federation des caisses Desjardins du Quebec 0.06% Add +7.6% 135,937 $13.5M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -1.5% 135,430 $13.4M
Erste Asset Management GmbH 0.11% Add +52.9% 134,013 $13.1M
Rockefeller Capital Management L.P. 0.03% Add +239.1% 131,567 $13.0M
Factory Mutual Insurance Co. 0.14% No change 130,800 $13.0M
Forsta Ap-Fonden 0.09% Reduce -0.4% 130,600 $12.9M
Nomura Asset Management Co. Ltd. 0.04% Reduce -20.1% 130,360 $12.9M
Brown Advisory Inc. 0.02% Reduce -5.7% 129,942 $12.9M
State of New Jersey Common Pension Fund D 0.05% No change 128,861 $12.8M
Mill Capital Management, LLC 1.00% Add +0.3% 128,220 $12.7M
Teacher Retirement System of Texas 0.05% Add +10.1% 125,577 $12.4M
Public Employees Retirement System of Ohio 0.04% Reduce -1.6% 125,465 $12.4M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -6.3% 123,376 $12.2M
Pinebridge Investments, L.P. 0.09% Add +400.8% 120,676 $11.9M
Nisa Investment Advisors, LLC 0.05% Add +3.1% 120,306 $11.9M
Gotham Asset Management 0.07% Reduce -14.4% 117,687 $11.7M
Baldwin Wealth Partners LLC 0.79% New 117,312 $11.6M
Arizona State Retirement System 0.07% Reduce -1.3% 115,659 $11.5M
Markel Group 0.10% No change 114,620 $11.3M
Thrivent Financial for Lutherans 0.02% Add +249.1% 112,113 $11.1M
Allied Investment Advisors, LLC 1.94% Add +2.4% 111,991 $11.1M
Impax Asset Management Group plc 0.06% Add +13.6% 110,021 $10.9M
Coerente Capital Management 1.98% New 108,979 $10.8M
Bahl & Gaynor LLC 0.05% Reduce -12.6% 108,727 $10.8M
State of Michigan Retirement System 0.06% Reduce -0.3% 107,307 $10.6M
Allianz Asset Management GmbH 0.01% Reduce -13.9% 106,713 $10.6M
Connecticut Wealth Management, LLC 0.50% Add +0.1% 105,038 $10.4M
Twinbeech Capital LP 0.23% New 102,683 $10.2M
Pictet North America Advisors SA 1.00% Reduce -3.2% 100,822 $10.0M
Robeco Institutional Asset Management B.V. 0.02% Reduce -10.3% 100,691 $10.0M
MetLife Investment Management, LLC 0.06% Reduce -2.4% 100,570 $10.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +38.9% 98,735 $9.8M
Quantbot Technologies LP 0.25% New 97,047 $9.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +6.8% 96,797 $9.6M
Czech National Bank 0.07% Add +5.9% 96,473 $9.6M
Clarkston Capital Partners, LLC 0.20% Reduce -1.5% 95,197 $9.4M
Captrust Financial Advisors 0.02% Add +9.1% 94,668 $9.4M
Ensign Peak Advisors, Inc 0.02% Reduce -39.0% 94,646 $9.4M
First Eagle Investment Management, LLC 0.02% Add +23.0% 94,015 $9.3M
Comerica Bank 0.04% Reduce -1.2% 92,886 $9.2M
United Capital Financial Advisors, LLC 0.07% Reduce -1.0% 92,881 $9.2M
Stifel Financial Corp. 0.01% Reduce -1.2% 89,508 $8.9M
Meyer Handelman Co. 0.29% Reduce -14.0% 88,376 $8.8M
Cloverfields Capital Group, LP 2.52% Add +3.7% 85,802 $8.5M
Retirement Systems of Alabama 0.03% Reduce -0.6% 84,690 $8.4M
Aquatic Capital Management LLC 0.17% Add +445.4% 84,217 $8.3M
Natixis 0.04% Add +226.4% 84,026 $8.3M
Mariner, LLC 0.01% Add +8.1% 83,151 $8.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +42.3% 82,824 $8.2M
Anchor Capital Advisors LLC 0.24% Reduce -1.7% 82,732 $8.2M
AdvisorShares Investments LLC 1.46% Add +1.6% 81,956 $8.1M
ProShare Advisors LLC 0.02% Add +8.0% 81,633 $8.1M
Varma Mutual Pension Insurance Co 0.06% Add +4.4% 80,942 $8.0M
Bank Pictet & Cie (Europe) AG 0.17% Add +13.3% 78,242 $7.7M
HM Payson & Co. 0.12% Reduce -27.4% 77,736 $7.7M
Verition Fund Management LLC 0.05% Add +40.4% 77,360 $7.7M
Amalgamated Bank 0.06% Reduce -2.7% 77,307 $7.7M
Windward Capital Management Co. 0.64% Reduce -0.8% 76,686 $7.6M
IFM Investors Pty Ltd 0.07% Add +1.2% 76,181 $7.5M
Peapack Gladstone Financial Corp. 0.10% Add +1.2% 74,668 $7.4M
Lincoln Capital LLC 1.40% Add +0.5% 73,689 $7.3M
Artemis Investment Management LLP 0.09% Reduce -7.5% 71,691 $7.1M
ANTIPODES PARTNERS Ltd 0.22% Add +0.2% 71,502 $7.1M
Y-Intercept (Hong Kong) Ltd 0.17% Add +231.1% 70,871 $7.0M
Daiwa Securities Group Inc. 0.03% Add +25.1% 70,624 $7.0M
Modera Wealth Management, LLC 0.09% Add +7.3% 70,487 $7.0M
Federated Hermes, Inc. 0.01% Reduce -43.8% 68,797 $6.8M
Xponance LLC 0.06% Add +15.3% 67,925 $6.7M
Calamos Advisors LLC 0.04% No change 67,250 $6.7M
Delta Asset Management LLC 0.58% Reduce -1.5% 67,230 $6.7M
Amica Mutual Insurance Co. 0.64% No change 66,982 $6.6M
Utah Retirement Systems 0.07% Reduce -0.9% 65,552 $6.5M
Susquehanna International Group, LLP 0.01% Add +89.3% 65,122 $6.4M
Holocene Advisors, LP 0.02% Reduce -74.3% 64,988 $6.4M
Achmea Investment Management B.V. 0.08% Reduce -6.0% 64,991 $6.4M
Pinnacle Financial Partners Inc 0.13% Reduce -0.3% 64,771 $6.4M
Nordea Investment Management AB 0.01% Add +3.7% 64,207 $6.3M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -16.6% 62,632 $6.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -18.5% 62,249 $6.2M
Commerce Bank 0.04% Reduce -2.0% 61,777 $6.1M
MAI Capital Management 0.04% Reduce -49.8% 61,558 $6.1M
MML Investors Services, LLC 0.02% Reduce -9.3% 61,146 $6.1M
Yousif Capital Management, LLC 0.06% Reduce -1.2% 60,013 $5.9M
Police & Firemen's Retirement System of New Jersey 0.06% Add +3.0% 59,979 $5.9M
Freestone Grove Partners LP 0.04% New 59,324 $5.9M
Interval Partners, LP 0.13% New 59,186 $5.9M
New York Life Investment Management LLC 0.05% Add +0.7% 59,019 $5.8M
Keybank National Association 0.02% Reduce -1.8% 58,150 $5.8M
Atlantic Union Bankshares Corp 0.13% Add +48.2% 58,088 $5.8M
BTC Capital Management, Inc. 0.47% Add +0.6% 58,158 $5.8M
BNP Paribas 0.18% Reduce -2.6% 58,127 $5.7M
Foyston, Gordon & Payne Inc 1.28% Add +0.8% 56,826 $5.6M
Van Eck Associates Corp. 0.01% Add +1.6% 56,751 $5.6M
Sheets Smith Wealth Management 0.65% No change 56,162 $5.6M
D.A. Davidson & Co. 0.04% Add +1.7% 55,733 $5.5M
Caisse Des Depots Et Consignations 0.23% Add +28.8% 55,325 $5.5M
Graybill Wealth Management, LTD. 1.78% Add +2.2% 55,011 $5.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.33% Reduce -6.3% 54,308 $5.4M
Qsemble Capital Management, LP 0.51% Add +264.3% 53,703 $5.3M
Bradley Foster & Sargent Inc. 0.08% Reduce -16.2% 53,230 $5.3M
Osaic Holdings, Inc. 0.01% Add +9.3% 52,639 $5.2M
Elo Mutual Pension Insurance Co 0.11% Add +5.1% 52,586 $5.2M
Nebula Research & Development LLC 0.44% Add +247.4% 52,423 $5.2M
O'shaughnessy Asset Management, LLC 0.04% Reduce -9.1% 52,064 $5.2M
Groupe la Francaise 0.08% Add +19.0% 51,666 $5.1M
Ethic Inc. 0.09% Reduce -24.2% 51,857 $5.1M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.4% 50,814 $5.0M
Gateway Investment Advisers LLC 0.05% Reduce 0.0% 50,670 $5.0M
Financial Advisors Network, Inc. 0.75% Add +5.2% 50,386 $5.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +11.6% 50,066 $5.0M
Cibc World Markets Corp. 0.03% Add +3.6% 49,703 $4.9M
William Allan Corp 2.85% Add +0.5% 49,443 $4.9M
Ipswich Investment Management Co., Inc. 1.18% Reduce -0.3% 49,286 $4.9M
Nissay Asset Management Corp. /Japan 0.03% Add +1.5% 49,286 $4.9M
Aviso Financial Inc. 0.22% Add +1.3% 49,257 $4.9M
EFG Asset Management (Americas) Corp. 0.89% Add +10.0% 48,837 $4.8M
Pathstone Holdings, LLC 0.02% Reduce -38.4% 48,681 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -26.8% 48,624 $4.8M
Voleon Capital Management LP 0.26% Add +255.6% 48,580 $4.8M
Lifeworks Advisors, LLC 0.72% Reduce -13.7% 48,449 $4.8M
Janus Henderson Group PLC 0.00% Reduce -4.4% 48,412 $4.8M
Cohen Capital Management, Inc. 0.77% No change 47,996 $4.8M
Prudential PLC 0.03% Add +573.6% 47,887 $4.7M
Kanawha Capital Management LLC 0.35% Reduce -3.8% 47,780 $4.7M
Janney Montgomery Scott LLC 0.01% Reduce -11.6% 47,319 $4.7M
Aigen Investment Management, LP 0.63% New 46,150 $4.6M
Vanguard Personalized Indexing Management, LLC 0.05% Add +2.0% 45,528 $4.5M
Bank of Nova Scotia 0.01% Add +1.6% 45,302 $4.5M
Orion Porfolio Solutions, LLC 0.04% Add +2.8% 45,280 $4.5M
Mutual of America Capital Management LLC 0.05% Reduce -1.8% 45,272 $4.5M
Truist Financial Corp. 0.01% Reduce -6.4% 45,250 $4.5M
Pacer Advisors, Inc. 0.01% Reduce -2.6% 45,012 $4.5M
Mercer Global Advisors Inc. 0.01% Add +0.3% 44,938 $4.4M
Swiss Life Asset Management Ltd 0.03% Add +29.7% 44,421 $4.4M
Farmers & Merchants Investments Inc. 0.13% Add +6.9% 44,345 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -4.6% 44,286 $4.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.6% 44,048 $4.4M
Clifford Swan Investment Counsel LLC 0.15% Reduce -0.6% 43,855 $4.3M
OP Asset Management Ltd 0.06% Reduce -0.4% 43,665 $4.3M
Brown Shipley& Co Ltd 2.37% Reduce -1.5% 43,543 $4.3M
Davis-Rea LTD. 1.06% Reduce -0.1% 42,975 $4.3M
Cetera Investment Advisers 0.01% Reduce -0.2% 42,621 $4.2M
Schonfeld Strategic Advisors LLC 0.03% Reduce -1.5% 42,468 $4.2M
Alps Advisors Inc. 0.02% Reduce -0.5% 41,293 $4.1M
Brookstone Capital Management 0.05% Add +1.5% 40,879 $4.0M
Scotia Capital Inc. 0.02% Reduce -13.6% 40,436 $4.0M
Evoke Wealth, LLC 0.09% Reduce -2.5% 40,111 $4.0M
Cubist Systematic Strategies, LLC 0.04% New 40,000 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -1.6% 39,896 $4.0M
B. Metzler seel. Sohn & Co. AG 0.04% Add +13.6% 39,544 $3.9M
Sciencast Management LP 0.81% Add +13.2% 39,527 $3.9M
Spirepoint Private Client, LLC 0.44% Add +3.8% 38,931 $3.9M
Focus Partners Wealth 0.01% Add +5.9% 38,084 $3.8M
Wesleyan Assurance Society 0.24% No change 38,100 $3.8M
Agf Management Ltd. 0.02% Add +13.0% 37,802 $3.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.3% 37,406 $3.7M
Banco Santander, S.A. 0.03% No change 36,683 $3.6M
Wealthfront Advisers LLC 0.01% Reduce -16.6% 36,133 $3.6M
Hudson Bay Capital Management LP 0.03% Reduce -38.1% 36,089 $3.6M
Rafferty Asset Management, LLC 0.01% Add +20.3% 35,630 $3.5M
Richard Bernstein Advisors LLC 0.09% No change 35,355 $3.5M
QRG Capital Management, Inc. 0.03% Reduce -14.8% 35,014 $3.5M
Regions Financial Corp. 0.02% Reduce -4.5% 34,970 $3.5M
Avanza Fonder AB 0.10% No change 34,728 $3.4M
Wesbanco Bank Inc. 0.10% Reduce -0.6% 34,133 $3.4M
Oregon Public Employees Retirement Fund 0.06% No change 34,097 $3.4M
Allworth Financial LP 0.02% Add +4.5% 33,805 $3.3M
Occudo Quantitative Strategies LP 0.37% New 33,644 $3.3M
NEOS Investment Management LLC 0.04% Add +27.0% 33,543 $3.3M
Fiduciary Trust Co 0.04% Reduce -13.9% 33,057 $3.3M
Threadgill Financial, LLC 1.74% Reduce -0.3% 33,472 $3.2M
Cibc World Market Inc. 0.01% Reduce -44.8% 32,759 $3.2M
Circle Wealth Management, LLC 0.07% No change 32,510 $3.2M
Baird Financial Group, Inc. 0.01% Add +7.1% 32,245 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Add +1.3% 31,246 $3.1M
Shelter Mutual Insurance Co 0.72% No change 31,200 $3.1M
Liberty Capital Management, Inc. 0.62% Add +14.7% 31,143 $3.1M
Oxbow Advisors, LLC 0.34% New 30,532 $3.0M
XTX Topco Ltd 0.13% Add +11.9% 30,491 $3.0M
Canada Post Corp Registered Pension Plan 0.18% New 30,101 $3.0M
Roundview Capital LLC 0.20% Add +2.2% 29,996 $3.0M
Public Sector Pension Investment Board 0.01% Reduce -44.2% 29,879 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.4% 29,640 $2.9M
Machina Capital S.A.S. 0.61% New 29,452 $2.9M
LRI Investments, LLC 0.24% No change 29,129 $2.9M
Arlington Partners LLC 1.06% Reduce -34.8% 29,022 $2.9M
Lecap Asset Management Ltd. 1.00% New 28,627 $2.8M
AlphaQuest LLC 0.28% Reduce -13.8% 28,443 $2.8M
Ieq Capital, LLC 0.02% Add +341.9% 27,607 $2.7M
Mizuho Securities USA LLC 0.06% — 27,282 $2.7M
Sterling Capital Management LLC 0.04% Add +19.5% 27,276 $2.7M
Letson Investment Management, Inc. 1.06% Add +0.1% 27,164 $2.7M
Evercore Wealth Management, LLC 0.04% Add +0.2% 27,113 $2.7M
Eleva Capital SAS 0.58% — 27,031 $2.7M
Tidal Investments LLC 0.02% Add +1.6% 26,677 $2.6M
Silvercrest Asset Management Group LLC 0.02% Add +1.4% 26,639 $2.6M
Glenmede Investment Management, LP 0.01% — 26,586 $2.6M
Employees Retirement System of Texas 0.03% New 26,456 $2.6M
Aware Super Pty Ltd as trustee of Aware Super 0.04% No change 26,331 $2.6M
M. Kraus & Co 0.76% Reduce -1.2% 26,028 $2.6M
Delta Global Management LP 0.17% New 25,832 $2.6M
iSAM Funds (UK) Ltd 0.56% Add +56.4% 25,586 $2.5M
Kentucky Retirement Systems 0.07% Reduce -6.2% 25,574 $2.5M
J.P. Marvel Investment Advisors, LLC 0.40% Reduce -6.2% 25,279 $2.5M
TrinityBridge Ltd 0.07% Reduce -0.1% 24,921 $2.5M
Blair William & Co. 0.01% Add +14.4% 24,770 $2.5M
Cwm, LLC 0.01% Add +47.9% 24,369 $2.4M
Campbell & CO Investment Adviser LLC 0.15% New 24,196 $2.4M
BDF-Gestion 0.27% Reduce -9.8% 24,155 $2.4M
Hartford Investment Management Co. 0.08% Reduce -1.4% 23,871 $2.4M
Canandaigua National Bank & Trust Co. 0.22% Reduce -0.7% 23,718 $2.3M
AMG National Trust Bank 0.06% Add +0.2% 23,587 $2.3M
Cohen Klingenstein LLC 0.08% No change 23,500 $2.3M
FORA Capital, LLC 0.26% Add +73.9% 23,411 $2.3M
Crossmark Global Holdings, Inc. 0.04% Reduce -2.8% 23,378 $2.3M
Heritage Investors Management Corp. 0.07% Reduce -1.1% 23,260 $2.3M
Merit Financial Group, LLC 0.03% Add +42.2% 23,255 $2.3M
JB Capital LLC 0.11% Reduce -1.8% 22,950 $2.3M
YHB Investment Advisors, Inc. 0.17% Reduce -0.1% 22,796 $2.3M
DMKC Advisory Services, LLC 1.18% Add +9.6% 22,321 $2.3M
Norinchukin Bank, The 0.03% Add +8.7% 22,618 $2.2M
Okabena Investment Services Inc. 0.49% Reduce -10.0% 22,460 $2.2M
Savant Capital, LLC 0.02% Add +5.0% 22,292 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +16.6% 22,133 $2.2M
Venture Visionary Partners LLC 0.08% Reduce -1.3% 21,958 $2.2M
ASR Vermogensbeheer N.V. 0.03% Add +3.4% 21,610 $2.1M
Tower Research Capital LLC (TRC) 0.06% Add +38.9% 21,515 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Add +0.8% 21,418 $2.1M
Beacon Pointe Advisors, LLC 0.02% Add +43.6% 21,294 $2.1M
Investment Research & Advisory Group, Inc. 0.77% Add +5.3% 20,918 $2.1M
Tocqueville Asset Management L.P. 0.03% No change 20,907 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -2.4% 20,800 $2.1M
Centiva Capital, LP 0.14% Add +377.8% 20,642 $2.0M
Securian Asset Management, Inc. 0.06% Reduce -2.1% 20,554 $2.0M
Arete Wealth Advisors, LLC 0.14% New 20,528 $2.0M
Private Advisor Group, LLC 0.01% Add +2.7% 20,495 $2.0M
Gulf International Bank (UK) Ltd 0.07% Reduce -14.6% 20,262 $2.0M
Bailard, Inc. 0.05% New 19,673 $1.9M
Jones Financial Companies LLLP 0.00% Add +8.0% 19,662 $1.9M
Shell Asset Management Co. 0.07% Add +121.7% 19,370 $1.9M
Dodge & Cox 0.00% Reduce -11.0% 19,320 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 19,229 $1.9M
Maryland State Retirement & Pension System 0.04% Add +2.9% 19,207 $1.9M
Rockland Trust Co. 0.09% Reduce -9.4% 19,160 $1.9M
Huntington National Bank 0.02% Reduce -0.8% 19,070 $1.9M
Pinnacle Associates Ltd. 0.03% Reduce -0.4% 19,066 $1.9M
Sage Capital Management, LLC 0.91% Reduce -1.7% 19,045 $1.9M
Essex Financial Services, Inc. 0.12% Add +0.6% 19,041 $1.9M
NBT Bank, N.A. 0.13% Reduce -1.5% 19,015 $1.9M
Plato Investment Management Ltd 0.14% Reduce -16.3% 19,033 $1.9M
Kestra Advisory Services, LLC 0.01% Add +2.6% 18,891 $1.9M
Louisbourg Investments Inc. 0.44% Reduce -9.8% 21,541 $1.9M
New Mexico Educational Retirement Board 0.06% No change 18,708 $1.9M
J.W. Cole Advisors, Inc. 0.04% Add +22.1% 18,688 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.2% 18,395 $1.8M
Choreo, LLC 0.03% Reduce -0.7% 18,379 $1.8M
Hartford Funds Management Co LLC 0.15% Add +22.9% 18,090 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +23.6% 17,709 $1.8M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -3.6% 17,485 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -12.1% 17,309 $1.7M
E. Ohman J:or Asset Management AB 0.04% No change 17,300 $1.7M
Praxis Investment Management Inc. 0.11% No change 16,780 $1.7M
Chicago Capital, LLC 0.04% Add +21.1% 16,781 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -11.0% 16,737 $1.7M
AG2R La Mondiale Gestion D'actifs 0.08% Add +4.2% 16,690 $1.7M
T. Rowe Price Investment Management, Inc. 0.00% Add +178.4% 16,488 $1.6M
Fifth Third Bancorp 0.01% Add +8.5% 16,369 $1.6M
Bessemer Group Inc. 0.00% Add +12.6% 16,282 $1.6M
Shelter Ins Retirement Plan 1.86% No change 16,000 $1.6M
Nippon Life Global Investors Americas, Inc. 0.07% Reduce -80.4% 15,980 $1.6M
Tealwood Asset Management Inc. 0.70% New 15,844 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +233.0% 15,744 $1.6M
Tufton Capital Management 0.29% Reduce -1.1% 15,261 $1.5M
Private Trust Co. NA 0.14% Reduce -0.1% 15,226 $1.5M
HB Wealth Management, LLC 0.01% Reduce -26.4% 14,953 $1.5M
Trivant Custom Portfolio Group, LLC 0.80% Reduce -2.0% 14,729 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 14,644 $1.5M
Systematic Alpha Investments, LLC 0.05% No change 14,610 $1.4M
Empirical Finance, LLC 0.07% Add +0.6% 14,462 $1.4M
Metis Global Partners, LLC 0.04% Reduce -11.7% 14,176 $1.4M
Arthur M. Cohen & Associates, LLC 0.24% No change 14,000 $1.4M
Triasima Portfolio Management inc. 0.25% No change 13,969 $1.4M
Park Avenue Securities LLC 0.01% Add +0.8% 13,876 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -0.3% 13,674 $1.4M
Argent Trust Co 0.05% Reduce -19.2% 13,474 $1.3M
Perigon Wealth Management, LLC 0.03% Reduce -0.3% 13,435 $1.3M
Diversify Wealth Management, LLC 0.08% Add +12.2% 15,009 $1.3M
Lafayette Investments, Inc. 0.27% Add +3.2% 13,290 $1.3M
Vident Advisory, LLC 0.01% Reduce -5.2% 13,269 $1.3M
Tiaa Trust, National Association 0.00% Reduce -6.4% 13,120 $1.3M
NJ State Employees Deferred Compensation Plan 0.15% No change 13,001 $1.3M
Brevan Howard Capital Management LP 0.01% Add +264.9% 12,998 $1.3M
Pensionfund Sabic 0.36% Reduce -7.1% 13,000 $1.3M
Goelzer Investment Management, Inc. 0.07% No change 12,995 $1.3M
Trust Co. of Vermont 0.06% Reduce -1.4% 12,870 $1.3M
Synovus Financial Corp. 0.02% Reduce -9.3% 12,750 $1.3M
Ironwood Investment Management LLC 0.61% Add +1.1% 12,609 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.2% 12,590 $1.2M
Burling Wealth Partners, LLC 0.23% Reduce -4.3% 12,531 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -1.8% 12,497 $1.2M
Triangle Securities Wealth Management 0.30% Reduce -6.7% 12,335 $1.2M
NorthCoast Asset Management LLC 0.01% Add +12.5% 12,245 $1.2M
Dash Acquisitions Inc. 0.26% Add +1.6% 13,690 $1.2M
CI Investments Inc. 0.00% Add +0.3% 11,986 $1.2M
Atria Investments, Inc 0.01% Reduce -14.3% 11,942 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +14.2% 11,745 $1.2M
Apollon Wealth Management, LLC 0.02% Add +47.8% 11,697 $1.2M
Carolina Wealth Advisors, LLC 0.57% Add +31.9% 11,666 $1.2M
Bollard Group LLC 0.03% Add +3.1% 11,643 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -5.7% 11,597 $1.1M
Guinness Atkinson Asset Management Inc 0.60% No change 11,587 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -0.1% 11,475 $1.1M
Whittier Trust Co. 0.01% Reduce -9.4% 11,471 $1.1M
Rossmore Private Capital 0.13% Add +0.2% 11,372 $1.1M
Lido Advisors, LLC 0.01% Add +15.0% 11,344 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +3.1% 11,253 $1.1M
Principle Wealth Partners LLC 0.07% No change 11,227 $1.1M
R Squared Ltd 0.61% Add +130.9% 11,178 $1.1M
Neville Rodie & Shaw Inc. 0.08% No change 11,158 $1.1M
Snowden Capital Advisors LLC 0.03% Add +0.3% 10,975 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -6.5% 10,854 $1.1M
Summit Trail Advisors, LLC 0.02% Reduce -25.1% 10,847 $1.1M
Copeland Capital Management, LLC 0.02% Reduce -3.4% 10,781 $1.1M
Advisors Asset Management, Inc. 0.02% Add +29.7% 10,713 $1.1M
Clearstead Advisors, LLC 0.01% Add +11.1% 10,669 $1.1M
Turtle Creek Wealth Advisors, LLC 0.12% New 10,633 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +50.9% 10,561 $1.0M
Intech Investment Management LLC 0.01% Reduce -1.9% 10,551 $1.0M
Quadrant Capital Group LLC 0.04% Add +48.9% 10,507 $1.0M
HighPoint Advisor Group LLC 0.06% Reduce -3.8% 10,453 $1.0M
Atom Investors LP 0.09% New 10,444 $1.0M
Bridges Investment Management Inc. 0.01% Add +0.0% 10,411 $1.0M
StoneX Group Inc. 0.05% Add +87.4% 10,358 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Add +3.2% 10,229 $1.0M
NewEdge Advisors, LLC 0.01% Add +13.3% 10,222 $1.0M
Ridgewood Investments LLC 0.44% Add +79.9% 10,191 $1.0M
Florida Trust Wealth Management Co 0.03% No change 10,163 $1.0M
Woodstock Corp. 0.09% Reduce -11.1% 10,019 $992K
Cresset Asset Management, LLC 0.00% Reduce -14.1% 9,965 $987K
Meeder Advisory Services, Inc. 0.05% Reduce -5.6% 9,922 $982K
Empowered Funds, LLC 0.01% Add +10.1% 9,896 $980K
Investment Management Corp of Ontario 0.01% Reduce -14.2% 9,708 $961K
Kornitzer Capital Management Inc. 0.02% New 9,684 $959K
Eventide Asset Management, LLC 0.02% Add +82.3% 9,801 $958K
EP Wealth Advisors, LLC 0.01% Add +29.6% 9,619 $952K
Applied Finance Capital Management, LLC 0.06% Reduce -4.7% 9,530 $944K
Trust Co. of Toledo NA 0.10% Reduce -1.9% 9,524 $943K
Compass Wealth Management LLC 0.22% Reduce -1.6% 9,515 $942K
STRS Ohio 0.00% New 9,446 $935K
Principal Securities, Inc. 0.02% Reduce -33.9% 9,347 $926K
LBP Am SA 0.01% Reduce -10.1% 9,248 $916K
Home Federal Bank of Tennessee 0.26% No change 9,226 $914K
Burney Co./ 0.03% Reduce -5.4% 9,217 $913K
Monarch Capital Management Inc. 0.24% Reduce -1.1% 9,113 $902K
Holowesko Partners Ltd. 0.33% No change 9,000 $891K
Daiichi Life Insurance Co., Ltd. 0.02% No change 8,930 $884K
Greenleaf Trust 0.01% Reduce -24.6% 8,925 $884K
FineMark National Bank & Trust 0.03% Add +0.2% 8,770 $868K
Mufg Securities Americas Inc. 0.07% Add +24.6% 8,747 $866K
AustralianSuper Pty Ltd 0.00% No change 8,718 $863K
Johnson Investment Counsel Inc. 0.01% Reduce -4.9% 8,647 $856K
Ossiam 0.01% Reduce -1.9% 8,646 $856K
Callan Family Office, LLC 0.03% Add +153.0% 8,619 $853K
Headlands Technologies LLC 0.10% New 8,606 $852K
Vontobel Holding Ltd. 0.00% Reduce -9.1% 8,598 $851K
NorthRock Partners, LLC 0.02% Add +27.4% 8,574 $849K
IMA Advisory Services, Inc. 0.09% Reduce -1.5% 8,570 $849K
Field & Main Bank 0.28% Reduce -1.6% 8,562 $848K
Birch Hill Investment Advisors LLC 0.04% Reduce -8.4% 8,537 $845K
Procyon Advisors, LLC 0.08% Reduce -0.7% 8,467 $838K
Mirae Asset Securities (usa) Inc. 0.04% New 8,422 $834K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -11.1% 8,395 $831K
Oppenheimer & Co. Inc. 0.01% Reduce -0.1% 8,299 $822K
Kingsview Wealth Management, LLC 0.01% Add +14.1% 8,247 $817K
Dumont & Blake Investment Advisors LLC 0.21% Add +0.6% 8,167 $809K
Daymark Wealth Partners, LLC 0.03% Reduce -6.4% 8,116 $804K
GMO 0.00% Reduce -99.8% 8,100 $802K
Parallel Advisors, LLC 0.02% Reduce -12.8% 8,082 $800K
Ballentine Partners, LLC 0.01% Add +38.9% 7,999 $792K
Horizon Investments, LLC 0.01% Add +6.7% 7,986 $791K
Walleye Capital LLC 0.01% New 7,879 $780K
Moneta Group Investment Advisors LLC 0.01% Add +45.2% 7,860 $778K
Vestcor Inc 0.02% Reduce -0.6% 7,833 $776K
Marble Harbor Investment Counsel, LLC 0.08% No change 7,769 $769K
American National Bank & Trust 0.08% Reduce -12.0% 7,716 $764K
Sit Investment Associates Inc. 0.02% Reduce -8.3% 7,720 $764K
GF Fund Management Co. LTD. 0.02% New 7,714 $764K
GAMMA Investing LLC 0.05% Reduce -3.3% 7,690 $761K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.7% 7,677 $760K
Panagora Asset Management Inc. 0.00% Reduce -11.6% 7,647 $757K
Sequoia Financial Advisors, LLC 0.01% Reduce -23.4% 7,614 $754K
Acadian Asset Management LLC 0.00% Add +88.2% 7,613 $752K
Pring Turner Capital Group Inc. 0.48% No change 7,575 $750K
Salem Investment Counselors Inc. 0.02% Reduce -1.1% 7,567 $749K
Cinctive Capital Management LP 0.04% Add +121.9% 7,544 $747K
SG Americas Securities, LLC 0.00% Reduce -69.3% 7,537 $746K
Curated Wealth Partners LLC 0.09% No change 7,514 $744K
Arkadios Wealth Advisors 0.02% Add +21.6% 7,514 $744K
Wedbush Securities Inc. 0.03% Add +4.3% 7,456 $738K
MASTERINVEST Kapitalanlage GmbH 0.08% — 7,414 $734K
Lee Danner & Bass Inc. 0.06% Reduce -7.2% 7,410 $734K
Eastern Bank 0.01% Reduce -1.4% 7,396 $732K
Concurrent Investment Advisors, LLC 0.01% Add +11.9% 7,366 $729K
Fire Capital Management LLC 0.46% No change 7,346 $727K
Diversified Trust Co. 0.02% Reduce -1.7% 7,159 $709K
Cooper Financial Group 0.08% Reduce -1.7% 7,157 $709K
Werlinich Asset Management, LLC 0.39% No change 7,155 $708K
Larson Financial Group LLC 0.03% Add +9.9% 7,154 $708K
Ar Asset Management Inc. 0.16% Reduce -0.7% 7,150 $708K
Romano Brothers and Company 0.09% Reduce -1.2% 7,074 $700K
Glenview Trust Co 0.01% Reduce -5.3% 7,024 $696K
Independent Advisor Alliance 0.02% Add +41.6% 7,019 $695K
Medallion Wealth Advisors, LLC 0.27% Reduce -0.6% 6,901 $692K
Rehmann Capital Advisory Group 0.04% Add +2.3% 6,983 $692K
Cullen/Frost Bankers, Inc. 0.01% Reduce -93.7% 6,980 $691K
Wedmont Private Capital 0.03% Reduce -8.9% 6,930 $688K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.7% 6,947 $688K
ICW Investment Advisors LLC 0.27% Add +3.6% 6,839 $677K
EntryPoint Capital, LLC 0.34% Add +203.6% 6,791 $672K
Waterford Advisors, LLC 0.24% Add +123.4% 14,947 $662K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.0% 6,688 $662K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -3.8% 6,684 $662K
Virtu Financial LLC 0.03% New 6,675 $661K
Azzad Asset Management Inc. 0.07% New 6,657 $659K
Cookson Peirce & Co. Inc. 0.03% New 6,500 $644K
Curbstone Financial Management Corp 0.13% Reduce -9.8% 6,448 $638K
Ellevest, Inc. 0.10% Reduce -34.8% 6,412 $635K
State of Wyoming 0.08% Reduce -13.6% 6,399 $634K
Auto-Owners Insurance Co 0.01% Add +27.9% 6,393 $633K
Ostrum Asset Management 0.03% Reduce -2.8% 6,372 $631K
Stratos Wealth Partners, LTD. 0.01% Add +4.5% 6,347 $629K
Hartford Financial Management Inc. 0.17% Reduce -46.8% 6,334 $627K
&partners 0.00% Add +13.0% 6,284 $624K
Westhampton Capital, LLC 0.32% Reduce -2.5% 6,225 $616K
CENTRAL TRUST Co 0.01% Add +1.6% 6,169 $611K
Dearborn Partners LLC 0.03% Reduce -65.0% 6,168 $611K
Soltis Investment Advisors LLC 0.05% Reduce -3.3% 6,149 $609K
Clarendon Private LLC 0.58% Add +26.6% 6,143 $608K
Means Investment Co., Inc. 0.06% No change 6,141 $608K
Teza Capital Management LLC 0.45% New 6,100 $604K
Signaturefd, LLC 0.01% Reduce -5.6% 6,072 $601K
Quotient Wealth Partners, LLC 0.02% Reduce -1.7% 6,041 $598K
ELCO Management Co., LLC 0.31% Reduce -3.2% 6,027 $597K
Ausdal Financial Partners, Inc. 0.04% Add +0.3% 5,949 $589K
Penobscot Investment Management Company, Inc. 0.05% Reduce -6.7% 5,924 $587K
Optas, LLC 0.11% Reduce -15.1% 5,912 $585K
Allred Capital Management, LLC 0.22% No change 5,911 $585K
Bridgefront Capital, LLC 0.15% New 5,905 $585K
Raiffeisen Bank International AG 0.01% Reduce -3.7% 6,027 $582K
Mutual Advisors, LLC 0.01% Add +28.8% 6,444 $579K
Ahl Investment Management, Inc. 0.39% Reduce -0.4% 5,832 $577K
Ingalls & Snyder LLC 0.02% Add +4.1% 5,804 $575K
Amica Retiree Medical Trust 0.82% No change 5,752 $570K
Entropy Technologies, LP 0.05% New 5,754 $570K
Simmons Bank 0.04% Reduce -0.3% 5,680 $562K
Parsons Capital Management Inc. 0.03% Reduce -54.4% 5,593 $554K
Garrison Point Advisors, LLC 0.25% Reduce -3.0% 5,575 $552K
Siemens Fonds Invest GmbH 0.03% Add +17.6% 5,566 $551K
Inscription Capital, LLC 0.08% New 5,548 $549K
Waverly Advisors, LLC 0.01% Add +26.2% 5,515 $546K
Investment Advisory Services Inc. /TX 0.18% Add +6.2% 5,514 $546K
Caption Management, LLC 0.05% New 5,500 $545K
Ninety One North America, Inc. 0.03% Reduce -15.3% 5,494 $544K
Bull Street Advisors, LLC 0.26% No change 5,470 $542K
Wendell David Associates Inc. 0.05% Reduce -0.9% 5,444 $539K
Milestone Asset Management Group, LLC 0.39% Add +0.1% 5,358 $531K
Freestone Capital Holdings, LLC 0.02% Add +0.3% 5,326 $527K
Moors & Cabot, Inc. 0.02% Add +6.3% 5,316 $526K
Calydon Capital 0.05% Add +77.6% 5,316 $526K
LGT Group Foundation 0.01% No change 5,306 $525K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 5,302 $525K
Brighton Jones LLC 0.01% Add +67.5% 5,293 $524K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.7% 5,292 $524K
Aptus Capital Advisors, LLC 0.01% Add +3.0% 5,255 $520K
CW Advisors, LLC 0.01% Add +45.2% 5,248 $520K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.06% Reduce -10.6% 5,244 $519K
Gateway Wealth Partners, LLC 0.10% Add +0.0% 5,241 $519K
Meridian Management Co. 0.14% Reduce -0.7% 6,007 $515K
Curi Capital, LLC 0.01% New 5,195 $514K
Vise Technologies, Inc. 0.02% — 5,188 $514K
Silver Oak Securities, Incorporated 0.04% Add +0.5% 5,144 $509K
Journey Strategic Wealth LLC 0.02% Add +100.0% 5,132 $508K
Aster Capital Management (DIFC) Ltd 0.11% New 5,113 $506K
Valley Brook Capital Group, Inc. 0.38% No change 5,065 $502K
Cary Street Partners Financial LLC 0.01% Reduce -0.8% 5,033 $498K
Banque Transatlantique SA 0.01% Reduce -6.4% 5,003 $498K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -0.1% 4,986 $494K
Oak Thistle LLC 0.07% New 4,979 $493K
Guggenheim Capital LLC 0.00% Reduce -27.8% 4,963 $491K
First Western Trust Bank 0.02% No change 4,958 $491K
Moody National Bank Trust Division 0.04% Reduce -3.5% 4,949 $490K
Holderness Investments Co. 0.11% Reduce -14.0% 4,944 $490K
TD Private Client Wealth LLC 0.01% Reduce -35.8% 4,891 $484K
Perbak Capital Partners LLP 0.11% Add +123.4% 4,863 $482K
V-Square Quantitative Management LLC 0.06% Reduce -44.4% 4,846 $480K
Connable Office Inc. 0.05% New 4,842 $479K
Banque Cantonale Vaudoise 0.02% Reduce -36.7% 4,845 $479K
Caxton Associates LLP 0.01% Reduce -67.6% 4,774 $473K
Montag A & Associates Inc. 0.02% Reduce -4.0% 4,749 $470K
Stephens Inc. 0.01% Add +0.5% 4,735 $469K
TD Waterhouse Canada Inc. 0.00% Reduce -40.9% 4,656 $468K
Hilltop Holdings Inc. 0.03% Reduce -4.5% 4,692 $465K
Graypoint LLC 0.03% Add +6.2% 4,686 $464K
DRW Securities, LLC 0.03% New 4,668 $462K
City Holding Co. 0.06% Reduce -1.3% 4,605 $456K
Checchi Capital Advisers, LLC 0.03% Reduce -9.5% 4,600 $456K
Valeo Financial Advisors, LLC 0.01% Add +0.7% 4,583 $454K
Core Wealth Partners LLC 0.23% No change 4,570 $453K
Radnor Capital Management, LLC 0.07% No change 4,552 $451K
Gsa Capital Partners LLP 0.03% New 4,544 $450K
Private Wealth Asset Management, LLC 0.06% Reduce -2.1% 4,531 $449K
1ST Source Bank 0.02% Add +4.1% 4,526 $448K
Everett Harris & Co. 0.01% Reduce -9.0% 4,518 $447K
EverSource Wealth Advisors, LLC 0.02% Add +48.1% 4,517 $447K
Gabelli Funds LLC 0.00% No change 4,500 $446K
Baker Avenue Asset Management, LP 0.01% Reduce -6.7% 4,463 $442K
Exencial Wealth Advisors, LLC 0.02% Add +2.3% 4,452 $441K
Excalibur Management Corp. 0.16% Reduce -2.0% 4,435 $439K
Profund Advisors LLC 0.02% Add +10.3% 4,432 $439K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.3% 4,403 $436K
Texas Bank & Trust Co 0.17% No change 4,400 $436K
Aaron Wealth Advisors LLC 0.04% Reduce -18.3% 4,392 $435K
Forte Capital LLC 0.05% No change 4,375 $433K
Pointe Capital Management LLC 0.22% No change 4,326 $428K
Sound View Wealth Advisors Group, LLC 0.03% Add +4.8% 4,325 $428K
CX Institutional 0.01% Reduce -2.2% 4,323 $428K
Supplemental Annuity Collective Trust of NJ 0.12% No change 4,300 $426K
Drexel Morgan & Co. 0.08% No change 4,288 $425K
Verdence Capital Advisors LLC 0.03% Reduce -5.5% 4,274 $423K
Beck Mack & Oliver LLC 0.01% Reduce -3.8% 4,232 $419K
Sovereign Financial Group, Inc. 0.09% Reduce -6.6% 4,208 $417K
Hancock Whitney Corp. 0.01% Add +94.1% 4,205 $416K
Sentry Investment Management LLC 0.23% No change 4,172 $416K
United Advisor Group, LLC 0.07% New 4,191 $415K
Frank, Rimerman Advisors LLC 0.03% Add +68.3% 4,185 $414K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -15.1% 4,168 $413K
Shakespeare Wealth Management, LLC 0.11% No change 4,160 $412K
Choate Investment Advisors 0.01% Reduce -4.8% 4,106 $407K
DF Dent & Co. Inc. 0.01% Reduce -61.7% 4,093 $405K
Syon Capital LLC 0.03% Add +16.4% 4,047 $401K
Kraematon Investment Advisors, Inc. 0.38% Add +0.3% 4,034 $399K
Versant Capital Management, Inc 0.06% Reduce -0.3% 4,025 $399K
Resonant Capital Advisors, LLC 0.03% Add +8.6% 4,019 $398K
Bar Harbor Wealth Management 0.03% Reduce -0.6% 4,011 $397K
Mystic Asset Management, Inc. 0.10% Reduce -3.6% 4,010 $397K
Knollwood Investment Advisory, LLC 0.04% No change 4,008 $397K
Corient IA LP 0.23% No change 4,000 $396K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -12.2% 3,990 $395K
CenterBook Partners LP 0.02% New 3,975 $394K
UMB Bank, n.a. 0.01% Reduce -16.9% 3,970 $393K
Caldwell Trust Co 0.04% Add +33.6% 3,933 $389K
Philadelphia Trust Co. 0.03% Reduce -0.9% 3,929 $389K
Atwood & Palmer Inc. 0.02% No change 3,925 $389K
Algert Global LLC 0.01% New 3,920 $388K
Rialto Wealth Management, LLC 0.11% Add +0.4% 3,917 $388K
Cigna Investments Inc. 0.07% Reduce -2.6% 3,911 $387K
Fiduciary Group, LLC 0.04% Reduce -4.9% 3,886 $385K
Shelton Capital Management 0.01% Add +55.2% 3,863 $382K
Westpac Banking Corp. 0.03% Add +15.9% 3,856 $382K
Busey Bank 0.01% Reduce -4.4% 3,849 $381K
AE Wealth Management LLC 0.00% Add +12.7% 3,845 $381K
Fortune Financial Advisors, LLC 0.30% Add +6.9% 3,824 $379K
Ameritas Investment Partners, Inc. 0.01% No change 3,778 $374K
Robinson Smith Wealth Advisors LLC 0.30% Reduce -0.8% 3,776 $374K
Arista Wealth Management, LLC 0.05% New 3,761 $372K
Rothschild Investment LLC 0.02% Reduce -0.6% 3,751 $371K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -38.0% 3,730 $369K
Baader Bank Aktiengesellschaft 0.03% Add +58.4% 3,720 $368K
GAMCO Investors 0.00% No change 3,700 $366K
Boston Trust Walden Corp 0.00% No change 3,698 $366K
Rexford Capital Inc. 0.30% — 3,688 $365K
QSV Equity Investors LLC 0.38% No change 3,679 $364K
Advisory Services Network, LLC 0.01% Add +35.2% 4,226 $362K
Kintegral Advisory, LLC 0.03% Reduce -0.1% 3,655 $362K
Global Retirement Partners, LLC 0.01% — 3,652 $362K
Grey Ledge Advisors, LLC 0.09% Reduce -0.3% 3,600 $356K
Aberdeen Wealth Management LLC 0.24% No change 3,574 $354K
Vancity Investment Management Ltd 0.04% Add +18.8% 3,566 $353K
Bell Investment Advisors, Inc 0.06% Reduce -0.2% 3,546 $351K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +1.2% 3,544 $351K
Strategic Planning, Inc. 0.21% Reduce -0.4% 3,544 $351K
Northwest Bancshares, Inc. 0.06% No change 3,505 $347K
Patten & Patten Inc. 0.02% Reduce -0.6% 3,505 $347K
Chicago Partners Investment Group LLC 0.01% Add +44.5% 3,917 $347K
Menora Mivtachim Holdings LTD. 0.00% Reduce -99.7% 3,500 $347K
Addison Advisors LLC 0.09% Add +0.7% 3,494 $346K
Americana Partners, LLC 0.01% Reduce -0.4% 3,476 $344K
Foster & Motley Inc. 0.02% Reduce -3.2% 3,470 $344K
NorthCrest Asset Manangement, LLC 0.01% Add +7.5% 3,455 $344K
Mather Group, Llc. 0.00% Reduce -12.6% 3,470 $344K
Boston Family Office LLC 0.02% No change 3,462 $343K
HBK Sorce Advisory LLC 0.01% Add +1.0% 3,430 $340K
PFG Investments, LLC 0.02% Add +3.7% 3,428 $339K
Bokf, NA 0.01% Add +8.5% 3,423 $339K
Farmers National Bank 0.09% No change 3,420 $339K
Fruth Investment Management 0.09% No change 3,403 $336K
Defined Wealth Management, LLC 0.21% Add +0.2% 3,360 $333K
NTV Asset Management LLC 0.04% No change 3,360 $333K
Tower Bridge Advisors 0.04% No change 3,346 $331K
Transcend Capital Advisors, LLC 0.03% New 3,265 $323K
Axxcess Wealth Management, LLC 0.01% Reduce -1.0% 3,264 $323K
Advisor OS, LLC 0.03% Add +1.5% 3,256 $322K
Howland Capital Management LLC 0.01% Add +14.0% 3,252 $322K
TCTC Holdings, LLC 0.01% No change 3,249 $322K
Independent Financial Group, LLC 0.01% Add +13.9% 3,243 $321K
Kenora Financial, LLC 0.12% Reduce -0.9% 3,222 $319K
IHT Wealth Management, LLC 0.01% Reduce -31.3% 3,221 $319K
Crestwood Advisors Group, LLC 0.01% Reduce -1.4% 3,218 $319K
BSW Wealth Partners 0.04% Reduce -15.3% 3,202 $317K
First Affirmative Financial Network 0.16% Add +0.5% 3,163 $313K
Simplex Trading, LLC 0.01% New 3,151 $312K
Great Diamond Partners, LLC 0.07% New 3,147 $312K
Essex Bank 0.07% Reduce -8.9% 3,135 $310K
Tiemann Investment Advisors, LLC 0.13% Reduce -1.1% 3,124 $309K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,112 $308K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.9% 3,110 $308K
Founders Financial Securities LLC 0.02% Add +0.5% 3,107 $308K
Country Club Bank 0.02% Reduce -2.3% 3,152 $308K
Assetmark, Inc. 0.00% Add +194.9% 3,105 $307K
Sanders Morris Harris LLC 0.07% New 3,087 $306K
Fidelis Capital Partners, LLC 0.03% Add +0.4% 3,501 $304K
Citizens Financial Group Inc. 0.00% Add +10.4% 3,070 $304K
Forum Financial Management, LP 0.00% Add +3.8% 3,066 $304K
Haverford Trust Co 0.00% Add +49.2% 3,063 $303K
Sagespring Wealth Partners, LLC 0.01% Add +3.1% 3,059 $303K
Boyd Watterson Asset Management LLC 0.10% Reduce -1.6% 3,050 $302K
Tritonpoint Wealth, LLC 0.03% Reduce -6.1% 3,046 $302K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.7% 3,044 $301K
Premier Path Wealth Partners, LLC 0.04% Add +1.9% 3,036 $301K
General Partner, Inc. 0.18% No change 3,029 $300K
Ramirez Asset Management, Inc. 0.05% Reduce -1.6% 3,021 $299K
St Germain D J Co. Inc. 0.01% Add +10.6% 3,019 $299K
Heritage Wealth Management, Inc. 0.10% No change 3,017 $299K
Bleichroeder LP 0.07% No change 3,000 $297K
St. Louis Trust Co 0.04% No change 3,000 $297K
Systematic Financial Management LP 0.01% No change 3,000 $297K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.15% No change 3,000 $297K
Hazlett, Burt & Watson, Inc. 0.12% No change 3,000 $297K
Farther Finance Advisors, LLC 0.01% Add +5.3% 2,996 $297K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +3.1% 2,991 $296K
Meridian Wealth Management, LLC 0.01% Reduce -1.4% 2,984 $295K
Sage Mountain Advisors LLC 0.02% New 2,984 $295K
First Citizens Bank & Trust Co. 0.01% Reduce -10.8% 2,978 $295K
Pitcairn Co. 0.02% Reduce -32.9% 2,971 $294K
McDonald Partners LLC 0.07% Reduce -0.2% 2,947 $292K
CHICAGO TRUST Co NA 0.04% Reduce -1.0% 2,919 $289K
Enterprise Financial Services Corp 0.15% Add +1.7% 2,911 $288K
Signature Wealth Management Partners, LLC 0.16% No change 2,910 $288K
Ritholtz Wealth Management 0.01% Add +0.1% 2,909 $288K
LCM Capital Management Inc 0.15% No change 2,904 $288K
Fortress Private Ledger, LLC 0.13% Add +44.2% 2,902 $287K
Great Lakes Advisors, LLC 0.00% Add +6.0% 2,893 $286K
Mgo One Seven LLC 0.01% New 2,878 $285K
Aprio Wealth Management, LLC 0.03% Reduce -27.4% 2,856 $283K
Fourpath Capital Management, LLC 0.04% No change 2,853 $283K
Sierra Legacy Group 0.22% Reduce -1.7% 2,850 $282K
Flagship Harbor Advisors, LLC 0.01% Reduce -4.3% 2,845 $282K
Aull & Monroe Investment Management Corp 0.15% Reduce -31.8% 2,845 $282K
Riverwater Partners LLC 0.13% Reduce -1.5% 2,843 $282K
Integrity Alliance, Llc. 0.02% Reduce -56.1% 2,839 $281K
Cyndeo Wealth Partners, LLC 0.02% No change 2,838 $281K
S.A. Mason LLC 0.14% Reduce -2.3% 2,817 $279K
Coldstream Capital Management Inc. 0.00% Reduce -1.9% 2,814 $279K
Ancora Advisors LLC 0.01% Add +1.3% 2,806 $278K
Rwa Wealth Partners, LLC 0.00% Reduce -0.0% 2,802 $277K
New England Capital Financial Advisors LLC 0.13% Add +0.3% 2,793 $277K
CWA Asset Management Group, LLC 0.01% Add +9.9% 2,789 $276K
Forbes J M & Co. LLP 0.03% Reduce -0.8% 2,781 $275K
Composition Wealth, LLC 0.00% Add +2.0% 2,778 $275K
Horan Securities, Inc. 0.10% Add +0.1% 2,770 $274K
KOM Wealth Management Group, LLC 0.22% No change 2,765 $274K
Bard Financial Services, Inc. 0.03% Reduce -9.3% 2,765 $274K
Blueshift Asset Management, LLC 0.08% New 2,759 $273K
Sentinel Trust Co. Lba 0.03% Reduce -0.1% 2,752 $273K
CreativeOne Wealth, LLC 0.01% Reduce -0.8% 2,747 $272K
Dover Advisors, LLC 0.12% Reduce -8.0% 2,702 $268K
Spinnaker Trust 0.02% No change 2,690 $266K
Charter Oak Capital Management, LLC 0.02% Add +6.2% 2,676 $265K
Cobblestone Capital Advisors LLC 0.01% Add +7.6% 2,673 $265K
Laurel Wealth Advisors LLC 0.04% Add +5.5% 2,668 $264K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -20.3% 2,668 $264K
Evergreen Capital Management LLC 0.01% Add +6.3% 2,667 $264K
Howard Capital Management, LLC 0.00% Add +12.0% 2,662 $264K
Colonial Trust Co / SC 0.04% Reduce -0.4% 2,655 $263K
Mengis Capital Management, Inc. 0.06% New 2,650 $262K
AlphaCore Capital LLC 0.01% New 2,644 $262K
Stonebridge Capital Advisors LLC 0.02% Reduce -3.5% 2,643 $262K
Mission Wealth Management, LP 0.01% Add +0.8% 2,607 $258K
Douglas Lane & Associates, LLC 0.00% Reduce -6.0% 2,588 $256K
Sapient Capital LLC 0.00% Reduce -0.3% 2,583 $256K
Dynamic Advisor Solutions LLC 0.01% Reduce -4.3% 2,582 $256K
PKS Advisory Services, LLC 0.06% Add +4.9% 2,575 $255K
Courier Capital LLC 0.02% No change 2,566 $254K
Flputnam Investment Management Co. 0.00% Reduce -0.8% 2,563 $254K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.8% 2,558 $253K
Prospera Financial Services Inc 0.00% Add +4.4% 2,551 $253K
Focus Partners Advisor Solutions, LLC 0.00% New 2,540 $251K
Founders Capital Management, LLC 0.04% No change 2,537 $251K
Keynote Financial Services LLC 0.17% Reduce -14.9% 2,532 $251K
MBB Public Markets I LLC 0.03% Reduce -18.9% 2,525 $250K
Sterling Financial Planning, Inc. 0.08% No change 2,513 $249K
Bragg Financial Advisors, Inc 0.01% Reduce -8.6% 2,511 $249K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.3% 2,501 $248K
GHP Investment Advisors, Inc. 0.01% Reduce -4.2% 2,500 $248K
Chemung Canal Trust Co. 0.05% Reduce -17.4% 2,500 $248K
Alberta Investment Management Corp 0.00% Reduce -98.6% 2,500 $248K
Equitable Holdings, Inc. 0.00% Reduce -2.4% 2,497 $247K
Lombard Odier Asset Management (USA) Corp 0.08% New 2,475 $245K
Versor Investments LP 0.04% New 2,473 $245K
Manning & Napier Advisors LLC 0.00% No change 2,464 $244K
Lowe Brockenbrough & Co. Inc. 0.01% New 2,462 $244K
Brooklyn Investment Group 0.03% Add +12.6% 2,456 $243K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -8.7% 2,455 $243K
111 Capital 0.04% New 2,440 $242K
Sky Investment Group LLC 0.04% Reduce -0.1% 2,434 $241K
Wealthspire Advisors, LLC 0.00% Add +9.0% 2,425 $240K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.5% 2,418 $239K
Farmers Trust Co. 0.04% No change 2,417 $239K
Abn Amro Investment Solutions 0.00% Reduce -92.1% 2,413 $239K
Parcion Private Wealth LLC 0.02% New 2,411 $239K
Claret Asset Management Corp 0.03% New 2,408 $238K
Leavell Investment Management, Inc. 0.01% Reduce -1.8% 2,402 $238K
Proficio Capital Partners LLC 0.01% Add +12.9% 2,392 $237K
Donaldson Capital Management, LLC 0.01% Reduce -7.8% 2,388 $236K
Intrua Financial, LLC 0.03% Reduce -10.9% 2,383 $236K
Patton Fund Management, Inc. 0.05% New 2,369 $235K
MSH Capital Advisors LLC 0.07% Add +5.5% 2,362 $234K
WASHINGTON TRUST Co 0.01% Reduce -17.6% 2,356 $233K
Capital Advantage, Inc. 0.04% Reduce -0.8% 2,354 $233K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -61.1% 2,353 $233K
Interchange Capital Partners, LLC 0.05% Add +2.8% 2,343 $232K
Sentry LLC 0.05% No change 2,341 $232K
LMCG Investments, LLC 0.01% No change 2,341 $232K
First Horizon Advisors, Inc. 0.01% Add +14.8% 2,332 $231K
Childress Capital Advisors, LLC 0.06% Add +3.4% 2,333 $231K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -2.5% 2,320 $230K
Clarius Group, LLC 0.01% Reduce -14.1% 2,320 $230K
Colonial Trust Advisors 0.02% No change 2,312 $229K
Bennett Selby Investments LP 0.08% Add +6.0% 2,301 $228K
Washington Trust Advisors, Inc. 0.02% No change 2,300 $228K
Compound Planning, Inc. 0.01% Reduce -24.8% 2,288 $227K
Silicon Valley Capital Partners 0.02% No change 2,272 $225K
Stock Yards Bank & Trust Co. 0.01% Add +0.7% 2,268 $225K
Centaurus Financial, Inc. 0.01% Reduce -0.9% 2,267 $224K
Longboard Asset Management, LP 0.56% No change 2,261 $224K
GKV Capital Management Co., Inc. 0.10% No change 2,250 $223K
IFP Advisors, Inc 0.01% Reduce -79.7% 2,246 $222K
SKY-Mountain Capital Management, Inc. 0.15% No change 2,540 $222K
SouthState Bank Corp 0.01% Add +3.6% 2,227 $221K
First National Trust Co 0.01% Reduce -3.6% 2,223 $220K
Angeles Wealth Management, LLC 0.01% New 2,214 $219K
Aventura Private Wealth, LLC 0.09% Reduce -15.8% 2,209 $219K
Optimum Investment Advisors 0.09% Reduce -2.8% 2,198 $218K
Northeast Investment Management 0.01% No change 2,193 $217K
Full Sail Capital, LLC 0.01% New 2,185 $216K
Asset Dedication, LLC 0.02% Add +0.1% 2,184 $216K
MJP Associates Inc. 0.03% Add +2.1% 2,183 $216K
Schnieders Capital Management LLC 0.04% Reduce -48.3% 2,179 $216K
Members Trust Co 0.01% Reduce -18.0% 2,179 $216K
Naples Global Advisors, LLC 0.02% Reduce -4.7% 2,176 $215K
Penserra Capital Management LLC 0.00% Reduce -79.0% 2,174 $215K
Harbour Investments, Inc. 0.01% Reduce -2.1% 2,164 $214K
Personal Cfo Solutions, LLC 0.04% Reduce -0.2% 2,160 $214K
Montis Financial, LLC 0.06% No change 2,156 $214K
Pavion Blue Capital, LLC 0.09% No change 2,151 $213K
Pure Financial Advisors, LLC 0.00% Add +9.3% 2,132 $211K
Mairs & Power Inc. 0.00% Reduce -3.5% 2,128 $211K
Ascent Group, LLC 0.01% Reduce -0.7% 2,127 $211K
Old National Bancorp 0.00% Reduce -21.9% 2,127 $211K
Dynamic Technology Lab Private Ltd 0.03% New 2,121 $210K
Kingswood Wealth Advisors, LLC 0.02% Reduce -2.2% 2,103 $208K
Boothbay Fund Management, LLC 0.01% New 2,103 $208K
Berkshire Money Management, Inc. 0.02% Add +5.0% 2,100 $208K
NewEdge Wealth, LLC 0.00% New 2,378 $208K
Geneos Wealth Management Inc. 0.01% Add +38.5% 2,097 $208K
Wellington Shields & Co., LLC 0.06% Reduce -2.1% 2,092 $207K
Arrow Financial Corp 0.02% No change 2,075 $205K
Tyche Wealth Partners LLC 0.04% Reduce -6.8% 2,055 $203K
GM Advisory Group, LLC 0.01% New 2,038 $202K
PDS Planning, Inc 0.01% Add +3.5% 2,027 $201K
Court Place Advisors, LLC 0.06% Reduce -2.4% 2,022 $200K
Institute for Wealth Management, LLC. 0.02% Reduce -1.1% 2,020 $200K
Cary Street Partners Investment Advisory LLC 0.09% Add +1.0% 1,910 $189K
Lazard Asset Management LLC 0.00% Reduce -82.8% 1,886 $186K
Manchester Capital Management LLC 0.02% Reduce -7.5% 1,866 $185K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,850 $183K
North Star Investment Management Corp. 0.01% No change 1,832 $181K
Broadwater Capital Management LLC 0.14% Add +9802.0% 180,414 $180K
Deseret Mutual Benefit Administrators 0.08% No change 1,729 $171K
First Financial Corp. 0.07% Reduce -0.2% 1,672 $166K
Icon Wealth Advisors, LLC 0.01% New 1,668 $165K
Smithfield Trust Co 0.01% No change 1,660 $164K
Adirondack Trust Co. 0.06% Reduce -14.6% 1,643 $163K
Harbor Investment Advisory, LLC 0.01% No change 1,628 $161K
Citizens National Bank Trust Department 0.03% Reduce -17.7% 1,610 $159K
Arax Advisory Partners 0.01% Reduce -7.4% 1,596 $158K
Bank of New Hampshire 0.04% Add +1.6% 1,590 $157K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 1,431 $142K
Blue Trust, Inc. 0.00% Reduce -41.7% 1,431 $142K
Spire Wealth Management 0.01% Add +15.3% 1,419 $140K
Smartleaf Asset Management LLC 0.01% Reduce -32.2% 1,434 $140K
Resources Management Corp. /CT/ 0.02% No change 1,380 $137K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,366 $135K
Atlas Capital Advisors Inc. 0.02% No change 1,364 $135K
AllSquare Wealth Management LLC 0.07% No change 1,350 $134K
Parkside Financial Bank & Trust 0.01% Add +61.5% 1,339 $133K
CVA Family Office, LLC 0.02% Reduce -2.6% 1,333 $132K
Webster Bank, N. A. 0.01% Reduce -17.3% 1,318 $131K
Wealth Preservation Advisors, LLC 0.08% No change 1,291 $128K
Cromwell Holdings LLC 0.08% Add +3.8% 1,282 $127K
Bangor Savings Bank 0.01% Add +8.5% 1,272 $126K
Caldwell Sutter Capital, Inc. 0.06% No change 1,266 $125K
Steph & Co. 0.04% No change 1,261 $125K
Anchor Investment Management, LLC 0.01% Reduce -14.3% 1,213 $120K
Evelyn Partners Investment Management LLP 0.00% Reduce -15.4% 1,172 $116K
MUFG Securities EMEA plc 0.01% New 1,168 $116K
Parvin Asset Management, LLC 0.11% No change 1,112 $110K
Hanson & Doremus Investment Management 0.01% No change 1,097 $109K
Covestor Ltd 0.06% Reduce -15.7% 1,082 $107K
Ulland Investment Advisors, LLC 0.09% No change 1,071 $106K
CYBER HORNET ETFs LLC 0.08% New 1,064 $105K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 1,041 $103K
Elevation Point Wealth Partners, LLC 0.01% New 1,034 $102K
GeoWealth Management, LLC 0.00% Add +141.4% 1,033 $102K
Gen-Wealth Partners Inc 0.04% No change 1,025 $101K
PEAK6 LLC 0.00% New 1,024 $101K
Cherry Tree Wealth Management, LLC 0.02% Reduce -1.8% 1,011 $100K
Capital Analysts, LLC 0.00% No change 988 $98K
Estabrook Capital Management 0.01% Reduce -14.3% 982 $97K
MV Capital Management, Inc. 0.01% Add +0.1% 971 $96K
Grove Bank & Trust 0.01% No change 958 $95K
Point72 (DIFC) Ltd 0.01% New 926 $92K
Valley National Advisers Inc. 0.01% Add +10.6% 921 $90K
Exchange Traded Concepts, LLC 0.00% Reduce -20.5% 873 $86K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +4.6% 866 $86K
Evelyn Partners Investment Management Services Ltd 0.01% No change 862 $85K
Mark Sheptoff Financial Planning, LLC 0.04% No change 833 $82K
Evermay Wealth Management LLC 0.01% No change 822 $81K
Piscataqua Savings Bank 0.07% Reduce -1.8% 822 $81K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $81K
New Age Alpha Advisors, LLC 0.00% Reduce -0.6% 814 $81K
Independence Bank of Kentucky 0.01% No change 811 $80K
Clearstead Trust, LLC 0.02% No change 805 $80K
Rise Advisors, LLC 0.03% Add +10.0% 802 $79K
Costello Asset Management, INC 0.03% Add +4.0% 800 $79K
Intact Investment Management Inc. 0.00% Add +14.3% 800 $79K
Brown, Lisle/Cummings, Inc. 0.02% No change 776 $77K
City State Bank 0.02% No change 757 $75K
Ameritas Advisory Services, LLC 0.00% New 757 $75K
ESL Trust Services, LLC 0.02% No change 750 $74K
Essential Partners LLC 0.03% — 741 $73K
Opal Wealth Advisors, LLC 0.02% No change 734 $73K
Pacifica Partners Inc. 0.03% No change 741 $72K
Hantz Financial Services, Inc. 0.00% Add +110.7% 731 $72K
Bellevue Asset Management, LLC 0.03% No change 716 $71K
Center for Financial Planning, Inc. 0.01% Reduce -4.0% 710 $70K
OAKMONT Corp 0.01% No change 705 $70K
Strengthening Families & Communities, LLC 0.04% No change 702 $69K
CoreCap Advisors, LLC 0.00% Reduce -7.0% 691 $68K
Hoertkorn Richard Charles 0.03% No change 682 $68K
Indiana Trust & Investment Management Co 0.02% No change 676 $67K
SBI Securities Co., Ltd. 0.00% No change 663 $66K
Acima Private Wealth, LLC 0.02% No change 650 $64K
CoreFirst Bank & Trust 0.03% New 623 $62K
DHJJ Financial Advisors, Ltd. 0.02% Add +2037.9% 620 $61K
Evelyn Partners Asset Management Ltd 0.01% No change 599 $59K
Abound Wealth Management 0.02% Add +0.5% 590 $58K
Quarry LP 0.01% Reduce -88.9% 588 $58K
Key Financial Inc 0.01% Reduce -8.2% 583 $58K
Leonteq Securities AG 0.00% Reduce -9.0% 577 $57K
Hopwood Financial Services, Inc. 0.04% No change 562 $56K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 558 $55K
Sawyer & Company, Inc 0.02% No change 750 $54K
Capital Advisors, Ltd. LLC 0.01% Add +12.9% 533 $53K
Hilltop National Bank 0.01% — 518 $51K
Beacon Capital Management, LLC 0.01% Add +0.2% 517 $51K
WPG Advisers, LLC 0.04% Reduce -14.2% 515 $51K
Monetary Management Group Inc. 0.01% No change 509 $50K
Quaker Wealth Management, LLC 0.02% — 505 $50K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.4% 504 $50K
Cypress Capital Management LLC (WY) 0.05% No change 500 $50K
Creative Financial Designs Inc. 0.00% No change 481 $48K
Gables Capital Management Inc. 0.02% Reduce -17.4% 475 $47K
JNBA Financial Advisors 0.00% No change 454 $45K
Boreal Capital Management LLC 0.04% — 450 $45K
Crowley Wealth Management, Inc. 0.04% No change 450 $45K
Toth Financial Advisory Corp. 0.01% New 450 $45K
First Command Advisory Services, Inc. 0.00% No change 448 $44K
Golden State Wealth Management, LLC 0.01% Reduce -27.6% 444 $44K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 443 $44K
First Community Trust NA 0.04% No change 436 $43K
Ransom Advisory, Ltd 0.02% Reduce -5.4% 436 $43K
Hemington Wealth Management 0.01% Add +1.6% 432 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 424 $42K
Financial Network Wealth Advisors LLC 0.05% No change 414 $41K
MTM Investment Management, LLC 0.01% New 408 $40K
JFS Wealth Advisors, LLC 0.00% Reduce -5.0% 402 $40K
Wellington Shields Capital Management, LLC 0.01% No change 400 $40K
Community Bank, N.A. 0.01% No change 400 $40K
TFC Financial Management, Inc. 0.01% No change 399 $40K
Chesapeake Asset Management LLC 0.04% Reduce -1.2% 397 $39K
GPS Wealth Strategies Group, LLC 0.00% No change 396 $39K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 395 $39K
Orion Capital Management LLC 0.01% No change 375 $37K
Truvestments Capital LLC 0.01% No change 371 $37K
Zions Bancorporation, National Association 0.00% Reduce -47.7% 369 $37K
Flagship Wealth Advisors, LLC 0.01% No change 368 $36K
Fortitude Family Office, LLC 0.01% Add +14.3% 368 $36K
Union Savings Bank 0.02% No change 411 $35K
Itau Unibanco Holding S.A. 0.00% Reduce -10.3% 355 $35K
Paladin Advisory Group, LLC 0.03% No change 353 $35K
American Capital Advisory, LLC 0.02% Add +2.6% 349 $35K
Loomis Sayles & Co. L P 0.00% Reduce -14.9% 330 $33K
Motco 0.00% Reduce -22.4% 378 $32K
Atticus Wealth Management, LLC 0.01% No change 322 $32K
Prestige Wealth Management Group LLC 0.01% No change 322 $32K
Intelligent Financial Strategies 0.02% No change 316 $31K
Nemes Rush Group LLC 0.00% Add +75.4% 314 $31K
Chilton Capital Management LLC 0.00% New 313 $31K
Plante Moran Financial Advisors, LLC 0.00% Add +24.7% 313 $31K
NFSG Corp 0.01% Add +13.9% 311 $31K
CNB Bank 0.01% Add +3.8% 303 $30K
United Community Bank 0.01% No change 300 $30K
Pinnacle Bancorp, Inc. 0.01% Reduce -25.4% 300 $30K
Old Second National Bank of Aurora 0.01% No change 300 $30K
Missouri Trust & Investment Co 0.01% No change 295 $29K
Mascoma Wealth Management LLC 0.01% No change 279 $28K
North Capital, Inc. 0.02% Reduce -57.3% 278 $28K
Centricity Wealth Management, LLC 0.02% No change 275 $27K
First United Bank & Trust 0.01% No change 275 $27K
Transce3nd, LLC 0.01% No change 266 $26K
SJS Investment Consulting Inc. 0.00% Reduce -5.7% 265 $26K
Summit Securities Group LLC 0.01% New 265 $26K
Archer Investment Corp 0.01% No change 263 $26K
GW&K Investment Management, LLC 0.00% Add +11.1% 260 $26K
Cetera Trust Company, N.A 0.01% No change 250 $25K
Concord Wealth Partners 0.00% No change 250 $25K
Consultiva Wealth Management, Corp. 0.07% No change 245 $24K
Riggs Asset Managment Co. Inc. 0.01% Add +21.1% 241 $24K
TD Capital Management LLC 0.00% Add +1075.0% 235 $23K
Crews Bank & Trust 0.00% No change 235 $23K
Central Pacific Bank - Trust Division 0.00% No change 235 $23K
West Branch Capital LLC 0.01% No change 232 $23K
Riverview Trust Co 0.03% No change 230 $23K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 230 $23K
Oakworth Capital, Inc. 0.00% Reduce -30.3% 230 $23K
DT Investment Partners, LLC 0.00% No change 227 $22K
Whipplewood Advisors, LLC 0.01% Reduce -23.9% 226 $22K
Curat Global, LLC 0.02% Reduce -63.3% 217 $21K
Physician Wealth Advisors, Inc. 0.00% No change 215 $21K
Birchbrook, Inc. 0.01% No change 212 $21K
ORG Partners LLC 0.00% Add +144.4% 198 $20K
Olistico Wealth, LLC 0.01% No change 200 $20K
Barrett & Company, Inc. 0.01% No change 200 $20K
Red Tortoise LLC 0.01% No change 198 $20K
Hara Capital LLC 0.01% No change 195 $19K
Lanark Financial, Inc. 0.00% Reduce -20.2% 198 $19K
Accordant Advisory Group Inc 0.01% No change 181 $18K
Winnacle Wealth LLC 0.01% Add +1292.3% 181 $18K
Financial Perspectives, Inc 0.01% No change 180 $18K
Cedar Mountain Advisors, LLC 0.00% No change 173 $17K
Westside Investment Management, Inc. 0.00% New 168 $17K
Lavaca Capital LLC 0.01% Add +144.9% 169 $17K
Core Alternative Capital 0.00% No change 168 $17K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $17K
Tompkins Financial Corp. 0.00% Reduce -10.2% 167 $17K
Sound Income Strategies, LLC 0.00% Add +3.1% 166 $16K
Cranbrook Wealth Management, LLC 0.00% No change 162 $16K
Clean Yield Group 0.00% No change 161 $16K
Glen Eagle Advisors, LLC 0.00% No change 154 $15K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $15K
Tortoise Investment Management, LLC 0.00% Add +12.0% 140 $14K
Frazier Financial Advisors, LLC 0.01% No change 139 $14K
Private Wealth Management Group, LLC 0.00% No change 138 $14K
Armstrong Advisory Group, Inc. 0.00% Reduce -45.9% 138 $14K
NewSquare Capital LLC 0.00% Reduce -27.7% 128 $13K
TruNorth Capital Management, LLC 0.00% No change 122 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 137 $12K
Sittner & Nelson, LLC 0.00% No change 118 $12K
PrairieView Partners, LLC 0.00% No change 113 $11K
Traub Capital Management LLC 0.01% — 111 $11K
Delos Wealth Advisors, LLC 0.01% New 110 $11K
Centennial Bank 0.00% No change 110 $11K
CGC Financial Services, LLC 0.00% No change 110 $11K
Sunbelt Securities, Inc. 0.00% Reduce -11.5% 115 $11K
Barnes Dennig Private Wealth Management LLC 0.01% New 107 $11K
Rosenberg Matthew Hamilton 0.00% No change 107 $11K
True Wealth Design, LLC 0.00% Add +9.3% 106 $10K
Nvwm, LLC 0.00% Add +940.0% 104 $10K
Logan Capital Management Inc. 0.00% Reduce -90.8% 101 $10K
First PREMIER Bank 0.00% No change 100 $10K
CKW Financial Group 0.00% No change 103 $10K
Kentucky Trust Co 0.01% No change 100 $10K
YANKCOM Partnership 0.00% No change 100 $10K
VSM Wealth Advisory, LLC 0.00% No change 100 $10K
Global Wealth Strategies & Associates 0.00% No change 100 $10K
Sachetta, LLC 0.00% Reduce -39.0% 97 $10K
Duncker Streett & Co. Inc. 0.00% No change 97 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +4.3% 96 $10K
Family CFO Inc 0.00% New 93 $9K
Coastline Trust Co 0.00% No change 90 $9K
Park Place Capital Corp 0.00% No change 86 $9K
Howard Hughes Medical Institute 0.00% New 85 $8K
AdvisorNet Financial, Inc 0.00% Add +4.9% 85 $8K
Bruce G. Allen Investments, LLC 0.01% No change 81 $8K
Front Row Advisors LLC 0.00% No change 80 $8K
BOK Financial Private Wealth, Inc. 0.00% No change 80 $8K
BankPlus Trust Department 0.00% No change 79 $8K
Cornerstone Planning Group LLC 0.00% Reduce -70.8% 90 $8K
High Note Wealth, LLC 0.00% No change 78 $8K
LFA - Lugano Financial Advisors SA 0.00% New 75 $7K
Sierra Ocean, LLC 0.01% No change 74 $7K
Breakwater Investment Management 0.00% No change 72 $7K
Fourth Dimension Wealth, LLC 0.00% New 71 $7K
Avion Wealth 0.00% Add +12.3% 73 $7K
Financial Gravity Companies, Inc. 0.00% — 70 $7K
Bare Financial Services, Inc 0.00% Add +590.0% 69 $7K
LGT Financial Advisors LLC 0.02% New 66 $7K
MCF Advisors LLC 0.00% No change 65 $6K
McIlrath & Eck, LLC 0.00% Add +40.0% 63 $6K
Graney & King, LLC 0.00% No change 62 $6K
Raelipskie Partnership 0.00% Reduce -30.3% 62 $6K
Main Street Group, LTD 0.00% Reduce -6.1% 62 $6K
Park Square Financial Group, LLC 0.00% Reduce -1.6% 61 $6K
Cape Investment Advisory, Inc. 0.00% No change 60 $6K
Syntax Research, Inc. 0.00% No change 59 $6K
Millstone Evans Group, LLC 0.00% Reduce -18.1% 59 $6K
Tower View Wealth Management LLC 0.00% No change 58 $6K
Provenance Wealth Advisors, LLC 0.00% Reduce -17.1% 58 $6K
FSA Wealth Management LLC 0.00% No change 57 $6K
Glass Jacobson Investment Advisors llc 0.00% No change 56 $6K
Meeder Asset Management Inc. 0.00% Reduce -63.6% 56 $6K
Comprehensive Financial Planning, Inc. 0.00% No change 55 $5K
Raffa Wealth Management, LLC 0.00% No change 55 $5K
Holos Integrated Wealth LLC 0.00% No change 60 $5K
Murphy & Mullick Capital Management Corp 0.00% No change 61 $5K
Compass Planning Associates Inc 0.00% No change 52 $5K
S&T Bank 0.00% Add +13.3% 51 $5K
Nalls Sherbakoff Group, LLC 0.00% Reduce -66.7% 50 $5K
MJT & Associates Financial Advisory Group, Inc. 0.01% New 49 $5K
Rossby Financial, LCC 0.00% Add +20.0% 48 $5K
Hoey Investments, Inc. 0.00% No change 46 $5K
Cheviot Value Management, LLC 0.00% Reduce -84.5% 50 $4K
Activest Wealth Management 0.00% Reduce -57.7% 44 $4K
Binnacle Investments Inc 0.00% Add +281.8% 42 $4K
Dunhill Financial, LLC 0.00% Reduce -57.9% 40 $4K
Inlight Wealth Management, LLC 0.00% No change 40 $4K
Peoples Financial Services Corp. 0.00% No change 40 $4K
Fortis Group Advisors, LLC 0.00% No change 38 $4K
Salomon & Ludwin, LLC 0.00% No change 34 $3K
Westend Capital Management, LLC 0.00% No change 33 $3K
Harbor Asset Planning, Inc. 0.00% — 32 $3K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -41.8% 32 $3K
WealthTrak Capital Management LLC 0.00% No change 30 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.3% 30 $3K
Financial Freedom, LLC 0.00% No change 28 $3K
Pinney & Scofield, Inc. 0.00% No change 27 $3K
Iron Horse Wealth Management, LLC 0.00% No change 27 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $3K
PFS Partners, LLC 0.00% No change 27 $3K
Redwood Park Advisors LLC 0.00% No change 26 $3K
Kilter Group LLC 0.00% New 26 $3K
Aspect Partners, LLC 0.00% Add +25.0% 25 $2K
Pacific Center for Financial Services 0.00% No change 25 $2K
Creative Capital Management Investments LLC 0.00% No change 24 $2K
Battery Global Advisors, LLC 0.00% No change 22 $2K
Hughes Financial Services, LLC 0.00% Reduce -49.0% 25 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
Financial Management Professionals, Inc. 0.00% No change 21 $2K
Navigoe, LLC 0.00% No change 25 $2K
Asset Planning,Inc 0.00% No change 20 $2K
Eq Wealth Advisors, LLC 0.00% No change 20 $2K
Clark Wealth Partners 0.00% No change 20 $2K
Redmont Wealth Advisors LLC 0.00% No change 19 $2K
Principia Wealth Advisory, LLC 0.00% Add +35.7% 19 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +80.0% 18 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
Dogwood Wealth Management LLC 0.00% Reduce -63.6% 16 $2K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
Beaird Harris Wealth Management, LLC 0.00% New 15 $1K
Bogart Wealth, LLC 0.00% No change 14 $1K
Stephens Consulting, LLC 0.00% New 13 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
Fairscale Capital, LLC 0.00% No change 12 $1K
Wood Tarver Financial Group, LLC 0.00% No change 20 $1K
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 10 $990
Total Investment Management Inc. 0.00% New 10 $990
Nova Wealth Management, Inc. 0.00% New 9 $891
New Millennium Group LLC 0.00% No change 9 $891
HFM Investment Advisors, LLC 0.00% Add +125.0% 9 $891
Highline Wealth Partners LLC 0.00% Reduce -75.0% 9 $891
CBIZ Investment Advisory Services, LLC 0.00% Add +80.0% 9 $891
Fairman Group, LLC 0.00% No change 8 $792
Towne Trust Company, N.A 0.00% New 6 $594
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $544
North Ridge Wealth Advisors, Inc. 0.00% No change 5 $496
Smallwood Wealth Investment Management, LLC 0.00% New 5 $495
Livelsberger Financial Advisory 0.01% New 4 $412
DecisionPoint Financial, LLC 0.00% Reduce -97.3% 3 $302
Rakuten Securities, Inc. 0.00% No change 1 $99
Strategic Wealth Partners, Ltd. 0.00% — 1 $50

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