Otis WorldwideOTIS

13F holders, Q3 2025 (September 30)
1,252holders −17
109new positions
119sold out
12famous investors
$91.42avg. 13F price*

At the end of Q3 2025, 1,252 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 17 from Q2 2025. 109 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($4.4B), BlackRock, Inc. ($2.9B) and Alliancebernstein L.P. ($1.5B). 12 famous investors held it, including Terry Smith (2.7% of Fundsmith's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions109$531.6M
Exits119$207.0M

All 13F filers, Q2 2025 → Q3 2025: 27,964,837 shares bought and 33,214,000 shares sold, net −5,249,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,252 holders

Vanguard Group Inc. 0.07% Add +0.1% 48,626,798 $4.4B
BlackRock, Inc. 0.05% Reduce -1.3% 32,110,777 $2.9B
Alliancebernstein L.P. 0.49% Reduce -12.6% 16,938,037 $1.5B
State Street Corp. 0.05% Reduce -0.2% 16,006,990 $1.5B
Morgan Stanley 0.07% Reduce -3.0% 13,078,837 $1.2B
Geode Capital Management, LLC 0.06% Add +0.8% 10,758,589 $985.5M
JPMorgan Chase & Co. 0.04% Reduce -66.0% 7,521,111 $687.7M
Franklin Resources Inc. 0.17% Add +4.5% 7,419,634 $678.4M
Massachusetts Financial Services Co. 0.20% Add +2.6% 7,092,014 $648.4M
Fundsmith 2.69% No change 5,819,151 $532.0M
Fiera Capital Corp 1.52% Reduce -3.6% 5,144,223 $470.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.31% Add +3.1% 4,778,152 $436.9M
PineStone Asset Management Inc. 2.57% Reduce -2.6% 4,516,521 $412.9M
BLS Capital Fondsmaeglerselskab A/S 14.01% Add +21.6% 4,452,625 $407.1M
Northern Trust Corp. 0.05% Reduce -2.3% 4,290,651 $392.3M
Invesco Ltd. 0.06% Reduce -11.4% 4,010,945 $366.7M
D. E. Shaw & Co. 0.29% Add +80.9% 3,658,298 $334.5M
Sarasin & Partners LLP 3.23% Add +0.8% 3,610,804 $329.6M
Wellington Management Group LLP 0.06% Add +15.3% 3,529,185 $322.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -10.3% 3,258,341 $297.9M
T. Rowe Price Investment Management, Inc. 0.17% Add +18754.0% 3,108,654 $284.2M
Marshall Wace, LLP 0.31% Add +7.9% 3,068,281 $280.5M
Bank of New York Mellon Corp 0.05% Add +7.3% 3,000,452 $274.3M
Bank of America Corp. 0.02% Add +0.8% 2,996,214 $273.9M
Legal & General Group Plc 0.06% Add +3.5% 2,903,219 $265.4M
CIBC Private Wealth Group LLC 0.45% Add +54.0% 2,890,482 $264.3M
Capital Research Global Investors 0.05% Add +0.6% 2,825,737 $258.4M
AQR Capital Management 0.15% Add +125.7% 2,596,355 $236.9M
Canoe Financial LP 3.15% Add +64.0% 2,411,956 $220.5M
Primecap Management Co. 0.17% Add +2.6% 2,374,621 $217.1M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.1% 2,364,469 $216.2M
Schroder Investment Management Group 0.17% Reduce -1.5% 2,358,202 $215.6M
FMR LLC 0.01% Reduce -26.0% 2,045,962 $187.1M
Squarepoint Ops LLC 0.40% Add +199.6% 2,030,095 $185.6M
Van Eck Associates Corp. 0.17% Add +3464.3% 2,022,770 $184.9M
UBS Group AG 0.04% Add +16.7% 1,986,904 $181.7M
London Co. of Virginia 0.99% Reduce -4.7% 1,970,850 $180.2M
Goldman Sachs Group Inc. 0.03% Reduce -14.3% 1,928,819 $176.4M
Guinness Asset Management LTD 2.78% Reduce -0.7% 1,912,155 $174.6M
Dimensional Fund Advisors LP 0.04% Reduce -3.1% 1,874,633 $171.4M
Brown Brothers Harriman & Co. 0.95% Add +14.9% 1,702,585 $155.7M
Russell Investments Group, Ltd. 0.17% Add +6.4% 1,673,366 $153.0M
Fundsmith Investment Services LTD. 2.34% Reduce -2.9% 1,644,103 $150.3M
Amundi 0.05% Reduce -1.3% 1,642,301 $149.2M
Deutsche Bank AG 0.05% Reduce -25.6% 1,559,496 $142.6M
USS Investment Management Ltd 0.68% Reduce -15.6% 1,545,461 $141.3M
Macquarie Group Ltd. 0.14% Add +10.4% 1,265,823 $115.7M
Jacobs Levy Equity Management, Inc. 0.45% Reduce -13.1% 1,232,730 $112.7M
Voloridge Investment Management, LLC 0.36% Add +51.8% 1,183,277 $108.2M
Clearbridge Investments, LLC 0.08% Reduce -10.7% 1,150,459 $105.2M
Swiss National Bank 0.06% Reduce -5.0% 1,137,743 $104.0M
Citadel Advisors 0.08% Reduce -16.1% 1,123,109 $102.7M
Gates Capital Management, Inc. 3.15% Add +46.2% 1,113,835 $101.8M
Fayez Sarofim & Co 0.23% Reduce -0.8% 1,103,118 $100.9M
Independent Franchise Partners LLP 0.66% New 1,098,496 $100.4M
Lazard Freres Gestion S.A.S. 1.87% Add +17.5% 1,073,844 $98.2M
Barclays PLC 0.04% Add +42.1% 1,057,589 $96.7M
Royal Bank of Canada 0.02% Reduce -24.4% 976,889 $89.3M
Nuveen, LLC 0.02% Reduce -2.9% 944,675 $86.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -2.4% 913,750 $83.5M
Pictet Asset Management Holding SA 0.08% Reduce -2.9% 902,784 $82.5M
Two Sigma Investments, LP 0.12% Reduce -21.1% 830,587 $75.9M
Victory Capital Management Inc. 0.04% Reduce -1.5% 829,779 $75.9M
Rhumbline Advisers 0.06% Reduce -0.1% 814,594 $74.5M
Scharf Investments, LLC 1.84% New 800,601 $73.2M
Cartenna Capital, LP 3.70% New 775,000 $70.9M
Canada Pension Plan Investment Board 0.05% Add +35.2% 751,033 $68.7M
HighTower Advisors, LLC 0.08% Reduce -7.0% 743,709 $68.0M
Man Group plc 0.13% Add +85.8% 705,324 $64.5M
HSBC Holdings PLC 0.04% Add +2.0% 705,067 $64.5M
Citigroup Inc. 0.04% Reduce -10.0% 703,606 $64.3M
California Public Employees Retirement System 0.04% Add +3.0% 700,269 $64.0M
Clean Energy Transition LLP 5.39% Add +103.5% 669,669 $61.2M
California State Teachers Retirement System 0.06% Add +3.1% 667,540 $61.0M
Fisher Asset Management 0.02% Reduce -5.5% 648,867 $59.3M
Balyasny Asset Management L.P. 0.12% New 646,692 $59.1M
GFI Investment Counsel Ltd. 6.15% New 645,539 $59.0M
National Pension Service 0.05% Add +2.8% 634,891 $58.0M
Wells Fargo & Company 0.01% Add +18.5% 627,039 $57.3M
T. Rowe Price Associates Inc. 0.01% Reduce -55.8% 599,957 $54.9M
Neuberger Berman Group LLC 0.04% Reduce -3.1% 590,275 $54.0M
CANADA LIFE ASSURANCE Co 0.08% Add +4.0% 589,292 $53.8M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -41.6% 587,625 $53.7M
Anchor Capital Advisors LLC 1.49% Add +579.3% 561,997 $51.4M
Artisan Partners Limited Partnership 0.07% Add +3.2% 560,041 $51.2M
Assenagon Asset Management S.A. 0.07% Reduce -22.2% 554,904 $50.7M
Renaissance Technologies 0.06% Add +5.0% 536,900 $49.1M
First Trust Advisors LP 0.04% Add +2.8% 514,519 $47.0M
ExodusPoint Capital Management, LP 0.65% Add +25.6% 510,098 $46.6M
BNP Paribas Financial Markets 0.04% Reduce -0.7% 494,103 $45.2M
Railway Pension Investments Ltd 0.58% No change 470,100 $43.0M
Storebrand Asset Management As 0.11% Add +0.6% 465,369 $42.5M
FIFTHDELTA Ltd 12.90% New 451,178 $41.3M
Envestnet Asset Management Inc. 0.01% Add +9.9% 446,138 $40.8M
Rathbones Group PLC 0.16% Reduce -13.0% 442,030 $40.4M
J. Stern & Co. LLP 3.05% Reduce -3.4% 441,160 $40.3M
Principal Financial Group Inc. 0.02% Reduce -1.5% 431,873 $39.5M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +48.2% 422,400 $38.6M
Cerity Partners LLC 0.06% Add +21.4% 415,053 $37.9M
Sei Investments Co. 0.04% Reduce -5.5% 409,033 $37.4M
HRT Financial LP 0.13% Add +28.9% 395,170 $36.1M
Ameriprise Financial Inc. 0.01% Add +27.4% 384,362 $35.1M
State Board of Administration of Florida Retirement System 0.06% Reduce -6.7% 378,967 $34.6M
Natixis Advisors, LLC 0.05% Add +9.7% 376,421 $34.4M
PNC Financial Services Group, Inc. 0.02% Reduce -5.7% 370,993 $33.9M
J. Safra Sarasin Holding AG 0.54% Add +8.4% 368,029 $33.6M
Great Lakes Advisors, LLC 0.27% Add +12108.0% 353,178 $32.3M
Aberdeen Group plc 0.05% Add +0.0% 333,476 $30.4M
Aviva PLC 0.05% Reduce -72.3% 316,554 $28.9M
National Bank of Canada 0.03% Reduce -13.2% 310,326 $28.4M
American Century Companies Inc. 0.01% Reduce -8.0% 309,333 $28.3M
Manufacturers Life Insurance Company, The 0.02% Add +38.5% 308,673 $28.2M
Bank of Montreal 0.01% Add +13.6% 305,077 $27.9M
Schonfeld Strategic Advisors LLC 0.19% Add +602.2% 298,192 $27.3M
Capital Fund Management S.A. 0.27% Reduce -10.3% 294,721 $26.9M
UniSuper Management Pty Ltd 0.16% Add +2.5% 291,997 $26.7M
Andra AP-fonden 0.34% Add +20.8% 288,734 $26.4M
Davidson Investment Advisors 1.12% Add +60.7% 287,918 $26.3M
New York State Teachers Retirement System 0.05% Reduce -0.5% 287,573 $26.3M
Walleye Capital LLC 0.23% Add +3535.6% 286,449 $26.2M
AXA Investment Managers S.A. 0.07% — 280,262 $25.6M
Raymond James Financial Inc. 0.01% Add +5.6% 268,449 $24.5M
KLP Kapitalforvaltning As 0.10% Add +17.9% 265,742 $24.3M
KBC Group NV 0.06% Reduce -5.6% 264,970 $24.2M
Korea Investment CORP 0.05% Reduce -28.6% 252,740 $23.1M
Welch & Forbes LLC 0.28% Reduce -2.1% 251,938 $23.0M
Swedbank AB 0.02% Add +1.3% 246,953 $22.6M
Jump Financial, LLC 0.30% Add +46.5% 245,019 $22.4M
Verition Fund Management LLC 0.13% Add +215.7% 244,213 $22.3M
Tidal Investments LLC 0.09% Add +797.1% 239,311 $21.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -15.5% 236,754 $21.6M
Carnegie Investment Counsel 0.40% Add +19.9% 234,368 $21.4M
New York State Common Retirement Fund 0.03% Reduce -1.4% 233,006 $21.3M
APG Asset Management N.V. 0.06% Reduce -3.6% 268,387 $20.9M
Prudential Financial Inc. 0.02% Reduce -32.5% 226,858 $20.7M
Handelsbanken Fonder AB 0.07% Reduce -2.0% 225,482 $20.6M
Aquatic Capital Management LLC 0.38% Add +163.9% 222,213 $20.3M
LPL Financial LLC 0.01% Reduce -4.3% 218,676 $20.0M
State of Wisconsin Investment Board 0.05% Reduce -8.4% 215,594 $19.7M
Credit Agricole S A 0.06% — 213,874 $19.6M
Qube Research & Technologies Ltd 0.03% Reduce -81.7% 210,833 $19.3M
Toronto Dominion Bank 0.04% Add +26.3% 209,536 $19.2M
Millennium Management 0.02% Reduce -80.6% 208,152 $19.0M
Jane Street Group, LLC 0.02% Reduce -53.3% 203,197 $18.6M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -4.0% 201,584 $18.4M
Danske Bank A/S 0.05% Reduce -4.9% 199,494 $18.2M
Royal London Asset Management Ltd. 0.04% Reduce -3.1% 191,685 $17.5M
TD Asset Management Inc 0.01% Reduce -5.5% 187,672 $17.2M
Van Lanschot Kempen Investment Management N.V. 0.15% Reduce -1.2% 184,657 $16.9M
Creative Planning 0.01% Reduce -0.3% 182,017 $16.6M
Allianz Asset Management GmbH 0.02% Add +69.7% 181,109 $16.6M
Illinois Municipal Retirement Fund 0.21% Add +27.0% 180,213 $16.5M
Mackenzie Financial Corp. 0.02% Add +0.2% 177,873 $16.3M
Treasurer of the State of North Carolina 0.05% Reduce -3.8% 177,680 $16.2M
Los Angeles Capital Management LLC 0.05% Reduce -51.3% 169,659 $15.5M
Quintet Private Bank (Europe) S.A. 0.86% Reduce -36.1% 167,311 $15.3M
Asset Management One Co., Ltd. 0.04% Add +1.7% 167,248 $15.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +11.2% 166,384 $15.2M
Pinebridge Investments, L.P. 0.11% Add +35.3% 163,281 $14.9M
CIBC Asset Management Inc 0.04% Reduce -9.5% 162,237 $14.8M
Coerente Capital Management 2.63% Add +48.7% 162,028 $14.8M
Rockefeller Capital Management L.P. 0.03% Add +22.6% 161,346 $14.8M
DekaBank Deutsche Girozentrale 0.02% No change 158,568 $14.4M
Clarkston Capital Partners, LLC 0.31% Add +65.7% 157,698 $14.4M
Quantbot Technologies LP 0.39% Add +61.1% 156,307 $14.3M
Wealth Enhancement Advisory Services, LLC 0.02% Add +14.7% 157,831 $14.3M
Steigerwald, Gordon & Koch Inc. 1.38% Reduce -0.5% 154,841 $14.2M
M&T Bank Corp 0.05% Reduce -2.9% 153,085 $14.0M
US Bancorp \de 0.02% Reduce -15.1% 152,862 $14.0M
DNB Asset Management AS 0.05% Add +1.4% 149,079 $13.6M
Mn Services Vermogensbeheer B.V. 0.09% No change 148,100 $13.5M
Teacher Retirement System of Texas 0.05% Add +16.5% 146,315 $13.4M
Forsta Ap-Fonden 0.08% Add +11.3% 145,300 $13.3M
First Eagle Investment Management, LLC 0.02% Add +52.9% 143,699 $13.1M
Mill Capital Management, LLC 0.97% Add +11.5% 142,923 $13.1M
AdviceOne Advisory Services, LLC 8.64% Reduce -0.6% 142,171 $13.0M
Voya Investment Management LLC 0.01% Reduce -63.3% 140,588 $12.9M
Equitable Trust Co. 0.59% Reduce -15.0% 140,308 $12.8M
State of New Jersey Common Pension Fund D 0.05% Add +5.5% 135,939 $12.4M
Commonwealth Equity Services, LLC 0.02% Reduce -7.5% 134,199 $12.3M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Add +8.3% 133,598 $12.2M
Corient Private Wealth LP 0.02% Reduce -21.5% 130,891 $12.0M
Factory Mutual Insurance Co. 0.12% No change 130,800 $12.0M
Brown Advisory Inc. 0.02% Add +0.6% 130,677 $11.9M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.1% 130,274 $11.9M
Varma Mutual Pension Insurance Co 0.08% Add +58.4% 128,242 $11.7M
Erste Asset Management GmbH 0.11% Reduce -4.8% 127,518 $11.6M
Resona Asset Management Co.,Ltd. 0.05% Reduce -12.3% 124,183 $11.4M
Galvin, Gaustad & Stein, LLC 0.93% New 123,647 $11.3M
Public Employees Retirement System of Ohio 0.04% Reduce -1.6% 123,458 $11.3M
Two Sigma Advisers, LP 0.02% Reduce -78.8% 119,700 $10.9M
Allied Investment Advisors, LLC 1.73% Add +6.0% 118,761 $10.9M
Alberta Investment Management Corp 0.09% Add +4636.0% 118,400 $10.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -12.8% 118,076 $10.8M
BLI - Banque de Luxembourg Investments 0.31% New 116,900 $10.7M
Arizona State Retirement System 0.06% Reduce -0.3% 115,285 $10.5M
Baldwin Wealth Partners LLC 0.68% Reduce -2.0% 114,978 $10.5M
Markel Group 0.09% No change 114,620 $10.5M
Impax Asset Management Group plc 0.06% Add +2.3% 112,578 $10.3M
Moran Wealth Management, LLC 0.30% New 109,986 $10.1M
Ensign Peak Advisors, Inc 0.02% Add +15.0% 108,875 $10.0M
Nisa Investment Advisors, LLC 0.04% Reduce -10.4% 107,818 $9.9M
Foyston, Gordon & Payne Inc 2.14% Add +88.4% 107,043 $9.8M
Boothbay Fund Management, LLC 0.26% Add +4954.7% 106,300 $9.7M
State of Michigan Retirement System 0.05% Reduce -1.1% 106,107 $9.7M
Peapack Gladstone Financial Corp. 0.13% Add +41.4% 105,580 $9.7M
Connecticut Wealth Management, LLC 0.42% Reduce -0.7% 104,273 $9.5M
Bridgewater Associates 0.04% New 103,849 $9.5M
Mariner, LLC 0.01% Add +24.7% 103,678 $9.5M
Trexquant Investment LP 0.10% Reduce -27.0% 101,671 $9.3M
Captrust Financial Advisors 0.02% Add +6.0% 100,383 $9.2M
Federation des caisses Desjardins du Quebec 0.04% Reduce -26.2% 100,310 $9.2M
Czech National Bank 0.06% Add +3.3% 99,642 $9.1M
Pictet North America Advisors SA 0.85% Reduce -1.8% 98,981 $9.0M
Natixis 0.05% Add +16.5% 97,912 $9.0M
MetLife Investment Management, LLC 0.04% Reduce -3.1% 97,421 $8.9M
Engineers Gate Manager LP 0.10% Reduce -50.6% 96,447 $8.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -2.6% 94,248 $8.6M
ING Groep NV 0.04% New 90,738 $8.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -11.4% 89,257 $8.2M
Gotham Asset Management 0.04% Reduce -24.4% 89,022 $8.1M
Stifel Financial Corp. 0.01% Reduce -0.7% 88,872 $8.1M
Quantinno Capital Management LP 0.02% Reduce -49.3% 88,582 $8.1M
Bahl & Gaynor LLC 0.04% Reduce -20.1% 86,854 $7.9M
Thrivent Financial for Lutherans 0.02% Reduce -23.6% 85,686 $7.8M
Meyer Handelman Co. 0.24% Reduce -4.2% 84,648 $7.7M
Cwm, LLC 0.02% Add +244.2% 83,870 $7.7M
Retirement Systems of Alabama 0.03% Reduce -1.1% 83,722 $7.7M
Cloverfields Capital Group, LP 2.37% Reduce -3.5% 82,830 $7.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Reduce -0.2% 82,624 $7.6M
Candriam S.C.A. 0.04% Reduce -76.7% 82,173 $7.5M
AdvisorShares Investments LLC 1.22% Reduce -0.2% 81,800 $7.5M
Comerica Bank 0.03% Reduce -12.9% 80,913 $7.4M
ProShare Advisors LLC 0.02% Reduce -2.1% 79,928 $7.3M
Cubist Systematic Strategies, LLC 0.10% Add +97.2% 78,889 $7.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -52.1% 78,504 $7.2M
Pinnacle Financial Partners Inc 0.17% Add +19.6% 77,492 $7.1M
IFM Investors Pty Ltd 0.06% Add +2.4% 77,977 $7.0M
State of Tennessee, Department of Treasury 0.02% Reduce -47.1% 76,316 $7.0M
Windward Capital Management Co. 0.56% Reduce -0.5% 76,286 $7.0M
Amalgamated Bank 0.05% Reduce -2.1% 75,668 $6.9M
Ieq Capital, LLC 0.02% Add +170.8% 74,753 $6.8M
Daiwa Securities Group Inc. 0.02% Add +2.5% 72,369 $6.6M
ANTIPODES PARTNERS Ltd 0.15% Reduce -0.2% 71,356 $6.5M
Nordea Investment Management AB 0.01% Add +11.1% 71,327 $6.5M
Osaic Holdings, Inc. 0.01% Add +36.6% 71,919 $6.5M
Elo Mutual Pension Insurance Co 0.11% Add +33.8% 70,339 $6.4M
Delta Asset Management LLC 0.55% Add +4.5% 70,289 $6.4M
Lincoln Capital LLC 1.20% Reduce -5.1% 69,939 $6.4M
Numerai GP LLC 0.90% New 69,773 $6.4M
Modera Wealth Management, LLC 0.07% Reduce -1.1% 69,710 $6.4M
BTC Capital Management, Inc. 0.44% Add +19.8% 69,682 $6.4M
Federated Hermes, Inc. 0.01% Reduce -0.7% 68,293 $6.2M
Calamos Advisors LLC 0.04% No change 67,250 $6.1M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -32.1% 67,057 $6.1M
Amica Mutual Insurance Co. 0.56% No change 66,982 $6.1M
HM Payson & Co. 0.09% Reduce -15.4% 65,726 $6.0M
Utah Retirement Systems 0.06% Reduce -0.5% 65,216 $6.0M
Cetera Investment Advisers 0.01% Add +51.4% 64,507 $5.9M
Police & Firemen's Retirement System of New Jersey 0.05% Add +6.0% 63,575 $5.8M
Holocene Advisors, LP 0.01% Reduce -3.3% 62,844 $5.7M
Janney Montgomery Scott LLC 0.01% Add +32.8% 62,819 $5.7M
Mercer Global Advisors Inc. 0.01% Add +36.7% 61,434 $5.6M
Machina Capital S.A.S. 0.99% Add +108.1% 61,288 $5.6M
MAI Capital Management 0.03% Reduce -1.5% 60,623 $5.5M
Commerce Bank 0.03% Reduce -2.5% 60,256 $5.5M
State of Alaska, Department of Revenue 0.06% Add +35.7% 60,108 $5.5M
CIBC Bancorp USA Inc. 0.03% — 58,875 $5.4M
Evergreen Capital Management LLC 0.13% Add +2104.3% 58,789 $5.4M
Xponance LLC 0.04% Reduce -14.3% 58,232 $5.3M
Focus Partners Wealth 0.01% Add +52.9% 58,219 $5.3M
Banque Pictet & Cie SA 0.05% Reduce -66.5% 58,108 $5.3M
New York Life Investment Management LLC 0.05% Reduce -3.1% 57,191 $5.2M
Prudential PLC 0.04% Add +19.1% 57,011 $5.2M
NorthCoast Asset Management LLC 0.02% Add +364.2% 56,837 $5.2M
Susquehanna International Group, LLP 0.01% Reduce -12.7% 56,823 $5.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -8.9% 56,722 $5.2M
Swiss Life Asset Management Ltd 0.03% Add +27.5% 56,656 $5.2M
Graybill Wealth Management, LTD. 1.57% Add +1.5% 55,813 $5.1M
Caisse Des Depots Et Consignations 0.21% No change 55,325 $5.1M
Keybank National Association 0.02% Reduce -5.3% 55,063 $5.0M
Janus Henderson Group PLC 0.00% Add +12.3% 54,391 $5.0M
HITE Hedge Asset Management LLC 0.27% New 54,321 $5.0M
Eisler Capital Management Ltd. 0.11% New 57,080 $5.0M
D.A. Davidson & Co. 0.03% Reduce -3.0% 54,051 $4.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +10.1% 53,548 $4.9M
Financiere des Professionnels - Fonds d'investissement inc. 0.28% Reduce -2.0% 53,238 $4.9M
Bank of Nova Scotia 0.01% Add +17.1% 53,026 $4.8M
Groupe la Francaise 0.07% Add +1.2% 52,290 $4.8M
MML Investors Services, LLC 0.01% Reduce -15.0% 51,959 $4.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.3% 50,729 $4.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.4% 50,588 $4.6M
Bradley Foster & Sargent Inc. 0.07% Reduce -5.3% 50,432 $4.6M
Aviso Financial Inc. 0.19% Add +2.2% 50,348 $4.6M
Gateway Investment Advisers LLC 0.04% Reduce -0.7% 50,305 $4.6M
BNP Paribas 0.14% Reduce -13.5% 50,276 $4.6M
Financial Advisors Network, Inc. 0.65% Reduce -0.9% 49,908 $4.6M
Cohen Capital Management, Inc. 0.71% Add +4.0% 49,896 $4.6M
Nissay Asset Management Corp. /Japan 0.03% Add +0.8% 49,673 $4.5M
Yousif Capital Management, LLC 0.05% Reduce -17.9% 49,265 $4.5M
William Allan Corp 2.52% Reduce -0.6% 49,150 $4.5M
EFG Asset Management (Americas) Corp. 0.77% Add +0.4% 49,029 $4.5M
NEOS Investment Management LLC 0.03% Add +44.1% 48,351 $4.4M
Lighthouse Investment Partners, LLC 0.16% New 48,244 $4.4M
O'shaughnessy Asset Management, LLC 0.03% Reduce -8.6% 47,581 $4.4M
Sciencast Management LP 0.81% Add +19.9% 47,391 $4.3M
Louisbourg Investments Inc. 0.94% Add +174.5% 59,131 $4.3M
Ethic Inc. 0.07% Reduce -9.3% 47,049 $4.3M
Lifeworks Advisors, LLC 0.58% Reduce -2.9% 47,033 $4.3M
Pathstone Holdings, LLC 0.02% Reduce -3.9% 46,796 $4.3M
Kanawha Capital Management LLC 0.29% Reduce -3.1% 46,288 $4.2M
Atlantic Union Bankshares Corp 0.08% Reduce -20.6% 46,140 $4.2M
Artemis Investment Management LLP 0.05% Reduce -36.1% 45,805 $4.2M
Truist Financial Corp. 0.01% Reduce -0.7% 44,915 $4.1M
OP Asset Management Ltd 0.05% Add +2.6% 44,823 $4.1M
Oregon Public Employees Retirement Fund 0.05% Add +31.5% 44,823 $4.1M
Davis-Rea LTD. 0.98% Add +3.0% 44,253 $4.0M
Clifford Swan Investment Counsel LLC 0.13% Reduce -1.4% 43,252 $4.0M
Spirepoint Private Client, LLC 0.41% Add +10.8% 43,142 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +14.3% 42,739 $3.9M
Mutual of America Capital Management LLC 0.04% Reduce -6.0% 42,555 $3.9M
Agf Management Ltd. 0.02% Add +11.5% 42,138 $3.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -8.7% 41,322 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -7.1% 40,938 $3.7M
Ipswich Investment Management Co., Inc. 0.87% Reduce -17.0% 40,891 $3.7M
Farmers & Merchants Investments Inc. 0.11% Reduce -8.0% 40,789 $3.7M
Avanza Fonder AB 0.10% Add +17.2% 40,709 $3.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +1.3% 40,047 $3.7M
Pacer Advisors, Inc. 0.01% Reduce -11.9% 39,662 $3.6M
First Manhattan Co. Llc. 0.01% Reduce -1.4% 39,341 $3.6M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -14.7% 38,841 $3.6M
Albar Capital Partners LLP 0.81% New 38,784 $3.5M
Evoke Wealth, LLC 0.07% Reduce -4.8% 38,170 $3.5M
Wesleyan Assurance Society 0.21% No change 38,100 $3.5M
Voleon Capital Management LP 0.08% Reduce -22.8% 37,516 $3.4M
Cibc World Market Inc. 0.01% Add +10.9% 36,330 $3.3M
Wealthfront Advisers LLC 0.01% Add +0.1% 36,179 $3.3M
ICICI Prudential Asset Management Co Ltd 0.35% New 36,000 $3.3M
Alps Advisors Inc. 0.02% Reduce -13.0% 35,908 $3.3M
Banco Santander, S.A. 0.03% Reduce -2.5% 35,775 $3.3M
Rafferty Asset Management, LLC 0.01% Reduce -0.9% 35,305 $3.2M
Sheets Smith Wealth Management 0.36% Reduce -38.1% 34,775 $3.2M
Wesbanco Bank Inc. 0.09% Add +1.5% 34,650 $3.2M
Regions Financial Corp. 0.02% Reduce -1.1% 34,598 $3.2M
AlphaQuest LLC 0.20% Add +19.5% 33,994 $3.1M
Liberty Capital Management, Inc. 0.58% Add +8.6% 33,813 $3.1M
Public Sector Pension Investment Board 0.01% Add +12.9% 33,735 $3.1M
SummitTX Capital, L.P. 0.13% New 32,860 $3.0M
Circle Wealth Management, LLC 0.06% Add +1.1% 32,851 $3.0M
Brown Shipley& Co Ltd 1.54% Reduce -26.9% 31,845 $2.9M
Baird Financial Group, Inc. 0.00% Reduce -1.4% 31,805 $2.9M
Morningstar Investment Management LLC 0.11% New 31,609 $2.9M
Algert Global LLC 0.05% Add +705.2% 31,565 $2.9M
Allworth Financial LP 0.01% Reduce -6.8% 31,506 $2.9M
Oxbow Advisors, LLC 0.27% Add +3.1% 31,466 $2.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 31,246 $2.9M
Shelter Mutual Insurance Co 0.64% No change 31,200 $2.9M
Fiduciary Trust Co 0.03% Reduce -5.8% 31,138 $2.8M
Canada Post Corp Registered Pension Plan 0.12% No change 30,101 $2.7M
Rakuten Investment Management, Inc. 0.01% — 336 $2.7M
Empowered Funds, LLC 0.03% Add +197.5% 29,438 $2.7M
LRI Investments, LLC 0.22% Add +0.3% 29,230 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.7% 29,133 $2.7M
Aigen Investment Management, LP 0.41% Reduce -37.0% 29,076 $2.7M
Summit Trail Advisors, LLC 0.04% Add +167.6% 29,027 $2.7M
Merit Financial Group, LLC 0.02% Add +22.6% 28,501 $2.6M
Letson Investment Management, Inc. 0.93% Add +4.7% 28,433 $2.6M
Arax Advisory Partners 0.04% Add +1657.8% 28,054 $2.6M
Delta Global Management LP 0.19% Add +8.5% 28,039 $2.6M
Silvercrest Asset Management Group LLC 0.02% Add +4.7% 27,888 $2.5M
WINTON GROUP Ltd 0.09% New 27,700 $2.5M
Lecap Asset Management Ltd. 0.86% Reduce -5.3% 27,107 $2.5M
Mizuho Securities USA LLC 0.05% Add +4.8% 28,585 $2.5M
Entropy Technologies, LP 0.18% Add +366.3% 26,830 $2.5M
Aware Super Pty Ltd as trustee of Aware Super 0.03% No change 26,331 $2.4M
Boston Partners 0.00% New 25,547 $2.3M
Evercore Wealth Management, LLC 0.03% Reduce -6.2% 25,441 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +40.6% 24,894 $2.3M
Sterling Capital Management LLC 0.03% Reduce -8.8% 24,875 $2.3M
Kentucky Retirement Systems 0.06% Reduce -3.0% 24,811 $2.3M
TrinityBridge Ltd 0.05% Reduce -1.2% 24,614 $2.3M
M. Kraus & Co 0.63% Reduce -5.5% 24,608 $2.2M
Horizon Investments, LLC 0.03% Add +208.1% 24,602 $2.2M
Sanctuary Advisors, LLC 0.01% Add +39.2% 24,096 $2.2M
Headlands Technologies LLC 0.17% Add +174.7% 23,642 $2.2M
Cohen Klingenstein LLC 0.07% No change 23,500 $2.1M
DMKC Advisory Services, LLC 1.09% Add +5.2% 23,479 $2.1M
Canandaigua National Bank & Trust Co. 0.19% Reduce -1.7% 23,320 $2.1M
JB Capital LLC 0.09% Add +1.5% 23,286 $2.1M
Heritage Investors Management Corp. 0.06% No change 23,260 $2.1M
Beacon Pointe Advisors, LLC 0.02% Add +8.3% 23,063 $2.1M
Hartford Investment Management Co. 0.06% Reduce -3.7% 22,988 $2.1M
Atom Investors LP 0.16% Add +119.3% 22,908 $2.1M
Jones Financial Companies LLLP 0.00% Add +17.6% 23,121 $2.1M
Norinchukin Bank, The 0.03% Add +0.5% 22,719 $2.1M
Blair William & Co. 0.01% Reduce -8.4% 22,692 $2.1M
Crossmark Global Holdings, Inc. 0.03% Reduce -3.4% 22,576 $2.1M
Glenmede Investment Management, LP 0.01% Reduce -15.3% 22,508 $2.1M
Point72 Asset Management 0.00% New 22,463 $2.1M
Venture Visionary Partners LLC 0.07% Reduce -0.0% 21,956 $2.0M
ASR Vermogensbeheer N.V. 0.02% Add +1.1% 21,839 $2.0M
YHB Investment Advisors, Inc. 0.14% Reduce -5.2% 21,618 $2.0M
Zurich Insurance Group Ltd 0.01% New 21,400 $2.0M
QRG Capital Management, Inc. 0.02% Reduce -38.9% 21,396 $2.0M
Brevan Howard Capital Management LP 0.03% Add +60.0% 20,797 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.3% 20,717 $1.9M
Arete Wealth Advisors, LLC 0.12% Add +0.4% 20,614 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -1.0% 20,600 $1.9M
J.W. Cole Advisors, Inc. 0.04% Add +10.2% 20,586 $1.9M
BDF-Gestion 0.22% Reduce -17.2% 19,996 $1.8M
Polymer Capital Management (US) LLC 0.24% New 19,945 $1.8M
Gulf International Bank (UK) Ltd 0.06% Reduce -2.3% 19,792 $1.8M
Savant Capital, LLC 0.01% Reduce -11.9% 19,647 $1.8M
Kestra Advisory Services, LLC 0.01% Add +3.5% 19,556 $1.8M
Bailard, Inc. 0.04% Reduce -0.7% 19,536 $1.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -0.4% 19,148 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +15.2% 19,279 $1.8M
Ashton Thomas Securities, LLC 0.25% New 19,246 $1.8M
Nippon Life Global Investors Americas, Inc. 0.07% Add +20.2% 19,210 $1.8M
Essex Financial Services, Inc. 0.11% Add +0.9% 19,208 $1.8M
Maryland State Retirement & Pension System 0.04% No change 19,207 $1.8M
Chicago Capital, LLC 0.04% Add +14.4% 19,201 $1.8M
Pinnacle Associates Ltd. 0.02% Add +0.3% 19,115 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -7.8% 18,953 $1.7M
Whittier Trust Co. of Nevada Inc. 0.04% Add +8.3% 18,929 $1.7M
Plato Investment Management Ltd 0.12% No change 19,033 $1.7M
AMG National Trust Bank 0.04% Reduce -21.2% 18,581 $1.7M
Sage Capital Management, LLC 0.76% Reduce -2.7% 18,534 $1.7M
Investment Management Corp of Ontario 0.03% Add +90.9% 18,532 $1.7M
Private Advisor Group, LLC 0.01% Reduce -9.6% 18,525 $1.7M
Weiss Asset Management LP 0.03% Reduce -91.3% 18,084 $1.7M
AG2R La Mondiale Gestion D'actifs 0.08% No change 16,690 $1.7M
Inceptionr LLC 0.40% New 18,060 $1.7M
Tower Research Capital LLC (TRC) 0.05% Reduce -16.9% 17,876 $1.6M
New Mexico Educational Retirement Board 0.05% Reduce -4.8% 17,808 $1.6M
Huntington National Bank 0.01% Reduce -7.2% 17,702 $1.6M
HB Wealth Management, LLC 0.01% Add +17.1% 17,506 $1.6M
Union Bancaire Privee, UBP SA 0.02% New 10,248 $1.6M
Okabena Investment Services Inc. 0.31% Reduce -22.6% 17,381 $1.6M
E. Ohman J:or Asset Management AB 0.04% No change 17,300 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -7.8% 16,961 $1.6M
Mirabella Financial Services LLP 0.14% New 17,100 $1.6M
Lafayette Investments, Inc. 0.30% Add +27.7% 16,974 $1.6M
Praxis Investment Management Inc. 0.09% No change 16,780 $1.5M
Intech Investment Management LLC 0.01% Add +58.5% 16,726 $1.5M
Atria Investments, Inc 0.02% Add +39.5% 16,660 $1.5M
Dodge & Cox 0.00% Reduce -14.0% 16,610 $1.5M
iSAM Funds (UK) Ltd 0.30% Reduce -36.6% 16,212 $1.5M
Shelter Ins Retirement Plan 1.62% No change 16,000 $1.5M
Hudson Bay Capital Management LP 0.01% Reduce -55.9% 15,920 $1.5M
Tealwood Asset Management Inc. 0.58% Reduce -0.2% 15,808 $1.4M
NBT Bank, N.A. 0.09% Reduce -17.3% 15,733 $1.4M
Dark Forest Capital Management LP 0.05% New 15,677 $1.4M
Diversify Wealth Management, LLC 0.08% Add +5.7% 15,869 $1.4M
Private Trust Co. NA 0.13% Add +2.6% 15,619 $1.4M
Bessemer Group Inc. 0.00% Reduce -4.6% 15,538 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.3% 15,537 $1.4M
Choreo, LLC 0.02% Reduce -15.8% 15,481 $1.4M
Independent Advisor Alliance 0.04% Add +120.4% 15,470 $1.4M
Fifth Third Bancorp 0.00% Reduce -6.8% 15,260 $1.4M
Bank Pictet & Cie (Europe) AG 0.03% Reduce -80.6% 15,196 $1.4M
Tufton Capital Management 0.25% Reduce -1.0% 15,111 $1.4M
Ostrum Asset Management 0.06% Add +135.4% 14,999 $1.4M
Procyon Advisors, LLC 0.08% Add +76.5% 14,945 $1.4M
Dash Acquisitions Inc. 0.27% Add +6.6% 14,592 $1.4M
Hartford Funds Management Co LLC 0.12% Reduce -18.0% 14,832 $1.4M
CenterBook Partners LP 0.07% Add +270.9% 14,745 $1.3M
Quadrature Capital Ltd 0.02% New 14,710 $1.3M
OMERS ADMINISTRATION Corp 0.01% No change 14,644 $1.3M
Systematic Alpha Investments, LLC 0.04% No change 14,610 $1.3M
Empirical Finance, LLC 0.06% Add +0.9% 14,596 $1.3M
Ridgewood Investments LLC 0.56% Add +43.1% 14,581 $1.3M
New England Research & Management, Inc. 0.61% New 14,575 $1.3M
Perigon Wealth Management, LLC 0.03% Add +8.3% 14,547 $1.3M
Acadian Asset Management LLC 0.00% Add +90.5% 14,500 $1.3M
Vident Advisory, LLC 0.01% Add +7.0% 14,204 $1.3M
DAVENPORT & Co LLC 0.01% Add +12.6% 14,065 $1.3M
Arthur M. Cohen & Associates, LLC 0.22% No change 14,000 $1.3M
Allstate Corp. 0.03% New 13,994 $1.3M
Brighton Jones LLC 0.03% Add +161.0% 13,813 $1.3M
Richard Bernstein Advisors LLC 0.04% Reduce -61.3% 13,699 $1.3M
Metis Global Partners, LLC 0.03% Reduce -5.8% 13,361 $1.2M
Advisors Asset Management, Inc. 0.02% Add +22.5% 13,121 $1.2M
Tiaa Trust, National Association 0.00% Reduce -0.1% 13,114 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +12.4% 13,040 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -86.0% 13,010 $1.2M
Pensionfund Sabic 0.32% No change 13,000 $1.2M
NJ State Employees Deferred Compensation Plan 0.13% No change 13,001 $1.2M
Goelzer Investment Management, Inc. 0.06% No change 12,995 $1.2M
Trust Co. of Vermont 0.05% Add +0.7% 12,957 $1.2M
Carolina Wealth Advisors, LLC 0.51% Add +11.0% 12,954 $1.2M
Trivant Custom Portfolio Group, LLC 0.61% Reduce -12.4% 12,903 $1.2M
Triangle Securities Wealth Management 0.27% Add +4.3% 12,867 $1.2M
Capstone Investment Advisors, LLC 0.01% New 12,829 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +8.4% 12,734 $1.2M
Ahl Investment Management, Inc. 0.79% Add +115.7% 12,579 $1.2M
Ironwood Investment Management LLC 0.50% Reduce -0.3% 12,567 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.05% New 12,560 $1.1M
Shell Asset Management Co. 0.12% Reduce -35.3% 12,533 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.6% 12,509 $1.1M
Clearstead Advisors, LLC 0.02% Add +16.0% 12,378 $1.1M
Rockland Trust Co. 0.05% Reduce -35.8% 12,306 $1.1M
Bollard Group LLC 0.03% Add +5.3% 12,254 $1.1M
Synovus Financial Corp. 0.01% Reduce -5.1% 12,102 $1.1M
Raiffeisen Bank International AG 0.01% Add +100.4% 12,079 $1.1M
Principal Securities, Inc. 0.02% Add +28.8% 12,043 $1.1M
Roundview Capital LLC 0.07% Reduce -60.0% 12,003 $1.1M
Ally Financial Inc. 0.14% New 12,000 $1.1M
CI Investments Inc. 0.00% Reduce -1.8% 11,769 $1.1M
R Squared Ltd 0.46% Add +4.8% 11,715 $1.1M
Guinness Atkinson Asset Management Inc 0.50% No change 11,587 $1.1M
Rossmore Private Capital 0.11% Add +1.3% 11,519 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +36.9% 11,494 $1.1M
Scotia Capital Inc. 0.00% Reduce -71.8% 11,391 $1.0M
Whittier Trust Co. 0.01% Reduce -1.4% 11,312 $1.0M
Neville Rodie & Shaw Inc. 0.07% No change 11,158 $1.0M
Principle Wealth Partners LLC 0.06% Reduce -0.7% 11,151 $1.0M
NewEdge Advisors, LLC 0.00% Add +8.7% 11,114 $1.0M
Snowden Capital Advisors LLC 0.03% Add +0.1% 10,988 $1.0M
Argent Trust Co 0.04% Reduce -18.8% 10,936 $1000K
Quantitative Investment Management, LLC 0.14% New 10,933 $999K
Holowesko Partners Ltd. 0.37% Add +21.1% 10,900 $997K
Caprock Group, LLC 0.02% — 11,304 $982K
Eventide Asset Management, LLC 0.02% Add +9.1% 10,692 $976K
Turtle Creek Wealth Advisors, LLC 0.09% Reduce -0.2% 10,614 $970K
Mufg Securities Americas Inc. 0.06% Add +21.0% 10,584 $968K
NorthRock Partners, LLC 0.02% Add +22.6% 10,508 $961K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -9.0% 10,446 $955K
Cresset Asset Management, LLC 0.00% Add +4.5% 10,418 $953K
Bridges Investment Management Inc. 0.01% No change 10,411 $952K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -4.2% 10,400 $951K
Sierra Legacy Group 0.70% Add +264.2% 10,380 $949K
Nomura Holdings Inc. 0.00% New 10,305 $942K
Hillsdale Investment Management Inc. 0.03% New 10,300 $942K
Focus Partners Advisor Solutions, LLC 0.01% Add +307.7% 10,356 $939K
Wilmington Savings Fund Society, FSB 0.02% Reduce -10.4% 10,085 $922K
Florida Trust Wealth Management Co 0.03% Reduce -1.0% 10,063 $920K
Woodstock Corp. 0.08% Reduce -0.1% 10,009 $915K
Cooper Financial Group 0.10% Add +39.5% 9,986 $913K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -28.1% 9,834 $899K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -4.4% 9,779 $894K
Kornitzer Capital Management Inc. 0.02% No change 9,684 $885K
FORA Capital, LLC 0.15% Reduce -59.0% 9,588 $877K
Compass Wealth Management LLC 0.19% No change 9,515 $870K
Ascent Wealth Partners, LLC 0.10% New 9,512 $870K
IMA Advisory Services, Inc. 0.09% Add +10.9% 9,503 $869K
Lido Advisors, LLC 0.00% Reduce -16.4% 9,487 $867K
Apollon Wealth Management, LLC 0.02% Reduce -19.0% 9,476 $866K
STRS Ohio 0.00% Add +0.0% 9,449 $864K
Trust Co. of Toledo NA 0.09% Reduce -1.7% 9,359 $856K
111 Capital 0.16% Add +281.7% 9,313 $851K
Azzad Asset Management Inc. 0.08% Add +38.5% 9,223 $843K
Home Federal Bank of Tennessee 0.22% Reduce -0.5% 9,176 $839K
Burney Co./ 0.03% Reduce -0.9% 9,133 $835K
Concurrent Investment Advisors, LLC 0.01% Add +23.4% 9,087 $831K
Monarch Capital Management Inc. 0.20% Reduce -1.2% 9,006 $823K
Daiichi Life Insurance Co., Ltd. 0.02% No change 8,930 $816K
Meeder Advisory Services, Inc. 0.04% Reduce -10.1% 8,924 $816K
Krilogy Financial LLC 0.03% New 8,921 $814K
Burling Wealth Partners, LLC 0.13% Reduce -29.3% 8,857 $810K
Greenleaf Trust 0.01% Reduce -0.9% 8,842 $808K
HighPoint Advisor Group LLC 0.04% Reduce -15.5% 8,835 $808K
Integrated Wealth Concepts LLC 0.01% Reduce -16.8% 8,786 $803K
XTX Topco Ltd 0.04% Reduce -71.4% 8,707 $796K
MASTERINVEST Kapitalanlage GmbH 0.08% Add +17.1% 8,678 $793K
Fox Run Management, L.L.C. 0.12% New 8,607 $787K
Vontobel Holding Ltd. 0.00% No change 8,598 $786K
Perbak Capital Partners LLP 0.14% Add +76.8% 8,596 $786K
Birch Hill Investment Advisors LLC 0.03% No change 8,537 $781K
Johnson Investment Counsel Inc. 0.01% Reduce -1.9% 8,481 $775K
FineMark National Bank & Trust 0.02% Reduce -5.4% 8,295 $758K
Oppenheimer & Co. Inc. 0.01% Reduce -0.5% 8,259 $755K
Applied Finance Capital Management, LLC 0.05% Reduce -13.6% 8,234 $753K
NorthCrest Asset Manangement, LLC 0.02% Add +140.5% 8,309 $751K
Dumont & Blake Investment Advisors LLC 0.18% Add +0.3% 8,193 $749K
Stratos Wealth Partners, LTD. 0.01% Add +26.7% 8,042 $735K
Magnetar Financial LLC 0.00% New 7,979 $730K
Salem Investment Counselors Inc. 0.02% Add +3.8% 7,856 $718K
Vestcor Inc 0.02% No change 7,833 $716K
Wolverine Trading, LLC 0.01% New 7,830 $715K
Mesirow Financial Investment Management, Inc. 0.01% Add +12.5% 7,816 $715K
Daymark Wealth Partners, LLC 0.02% Reduce -5.2% 7,692 $703K
Sit Investment Associates Inc. 0.01% Reduce -0.5% 7,680 $702K
Volterra Technologies LP 0.46% New 7,665 $701K
Longfellow Investment Management Co. LLC 0.16% New 7,608 $696K
Field & Main Bank 0.21% Reduce -11.2% 7,606 $695K
Pring Turner Capital Group Inc. 0.42% No change 7,575 $693K
Larson Financial Group LLC 0.02% Add +5.7% 7,559 $691K
MUFG Securities EMEA plc 0.02% Add +543.1% 7,512 $687K
Parallel Advisors, LLC 0.01% Reduce -7.4% 7,481 $684K
Curated Wealth Partners LLC 0.08% Reduce -1.0% 7,440 $680K
Lee Danner & Bass Inc. 0.05% No change 7,410 $677K
Eastern Bank 0.01% Reduce -0.3% 7,372 $674K
Fire Capital Management LLC 0.39% No change 7,346 $672K
Blueshift Asset Management, LLC 0.21% Add +165.3% 7,321 $669K
Arkadios Wealth Advisors 0.02% Reduce -2.6% 7,320 $669K
Waverly Advisors, LLC 0.01% Add +32.1% 7,284 $666K
Werlinich Asset Management, LLC 0.33% No change 7,155 $654K
Diversified Trust Co. 0.01% Reduce -0.1% 7,154 $654K
Ar Asset Management Inc. 0.14% No change 7,150 $654K
Moneta Group Investment Advisors LLC 0.01% Reduce -10.2% 7,057 $645K
Romano Brothers and Company 0.07% Reduce -0.5% 7,036 $643K
Marble Harbor Investment Counsel, LLC 0.07% Reduce -9.7% 7,019 $642K
Kestra Private Wealth Services, LLC 0.01% Reduce -8.9% 6,997 $640K
Glenview Trust Co 0.01% Reduce -0.7% 6,973 $638K
ICW Investment Advisors LLC 0.23% Add +1.3% 6,930 $634K
Medallion Wealth Advisors, LLC 0.22% Add +0.0% 6,902 $631K
Pallas Capital Advisors LLC 0.02% New 6,901 $631K
State of Wyoming 0.07% Add +7.0% 6,848 $626K
Mutual Advisors, LLC 0.01% Add +4.4% 6,726 $625K
Sequoia Financial Advisors, LLC 0.00% Reduce -10.3% 6,828 $624K
Quadrant Capital Group LLC 0.02% Reduce -35.2% 6,806 $622K
Dorsey & Whitney Trust CO LLC 0.03% Add +0.6% 6,724 $615K
Waterford Advisors, LLC 0.21% Reduce -55.2% 6,690 $612K
Rothschild Investment LLC 0.03% Add +76.9% 6,637 $607K
Iron Gate Global Advisors LLC 0.06% New 6,630 $607K
Cookson Peirce & Co. Inc. 0.02% Add +1.8% 6,615 $605K
Mgo One Seven LLC 0.01% Add +128.5% 6,576 $601K
American National Bank & Trust 0.06% Reduce -15.0% 6,558 $600K
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.7% 6,509 $595K
Park Avenue Securities LLC 0.00% Reduce -53.2% 6,495 $594K
&partners 0.00% Add +3.1% 6,476 $592K
EntryPoint Capital, LLC 0.23% Reduce -5.3% 6,428 $588K
Auto-Owners Insurance Co 0.02% No change 6,393 $585K
Curbstone Financial Management Corp 0.11% Reduce -0.9% 6,388 $584K
Wedbush Securities Inc. 0.02% Reduce -14.5% 6,377 $583K
Penobscot Investment Management Company, Inc. 0.04% Add +6.8% 6,324 $578K
GAMMA Investing LLC 0.03% Reduce -17.9% 6,313 $577K
Rehmann Capital Advisory Group 0.03% Reduce -10.3% 6,265 $572K
Westhampton Capital, LLC 0.28% No change 6,225 $569K
CENTRAL TRUST Co 0.01% Reduce -0.0% 6,168 $564K
Means Investment Co., Inc. 0.05% Add +0.0% 6,142 $562K
Ausdal Financial Partners, Inc. 0.03% Add +2.4% 6,091 $557K
Meridian Management Co. 0.15% No change 6,007 $549K
Ballentine Partners, LLC 0.01% Reduce -26.0% 5,922 $541K
Soltis Investment Advisors LLC 0.04% Reduce -3.8% 5,915 $541K
Allred Capital Management, LLC 0.19% No change 5,911 $540K
Dearborn Partners LLC 0.03% Reduce -4.9% 5,865 $536K
Freestone Capital Holdings, LLC 0.02% Add +9.4% 5,826 $533K
Hartford Financial Management Inc. 0.14% Reduce -8.2% 5,815 $532K
Quotient Wealth Partners, LLC 0.01% Reduce -3.8% 5,813 $532K
UMB Bank, n.a. 0.01% Add +45.9% 5,791 $529K
Amica Retiree Medical Trust 0.72% No change 5,752 $526K
CX Institutional 0.02% Add +33.1% 5,753 $526K
ELCO Management Co., LLC 0.27% Reduce -5.3% 5,709 $522K
Benjamin Edwards Inc. 0.01% New 5,661 $518K
TD Private Client Wealth LLC 0.01% Add +14.5% 5,602 $512K
Siemens Fonds Invest GmbH 0.03% Reduce -0.1% 5,558 $508K
Guggenheim Capital LLC 0.00% Add +11.7% 5,543 $507K
Aptus Capital Advisors, LLC 0.00% Add +4.4% 5,486 $502K
Ingalls & Snyder LLC 0.02% Reduce -5.6% 5,477 $501K
Bull Street Advisors, LLC 0.23% No change 5,470 $500K
Wedmont Private Capital 0.02% Reduce -20.4% 5,519 $499K
Moody National Bank Trust Division 0.04% Add +9.4% 5,414 $495K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -91.4% 5,405 $494K
Simmons Bank 0.03% Reduce -5.3% 5,380 $492K
Callan Family Office, LLC 0.02% Reduce -37.8% 5,365 $491K
Milestone Asset Management Group, LLC 0.31% Add +0.1% 5,364 $490K
LGT Group Foundation 0.01% No change 5,306 $490K
Tema ETFs LLC 0.04% New 5,357 $490K
LBP Am SA 0.01% Reduce -42.5% 5,321 $486K
Curi Capital, LLC 0.01% Add +2.3% 5,312 $486K
Garrison Point Advisors, LLC 0.20% Reduce -4.8% 5,310 $485K
Investment Advisory Services Inc. /TX 0.15% Reduce -3.8% 5,303 $485K
StoneX Group Inc. 0.02% Reduce -49.1% 5,273 $482K
Citizens Financial Group Inc. 0.01% Add +71.1% 5,252 $480K
Parsons Capital Management Inc. 0.03% Reduce -6.4% 5,236 $479K
Wendell David Associates Inc. 0.05% Reduce -4.1% 5,223 $478K
Connable Office Inc. 0.04% Add +6.8% 5,172 $473K
Cary Street Partners Financial LLC 0.01% Add +2.6% 5,165 $472K
Assetmark, Inc. 0.00% Add +65.6% 5,141 $470K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -2.2% 5,128 $469K
Stephens Inc. 0.01% Add +7.5% 5,090 $465K
Valley Brook Capital Group, Inc. 0.31% No change 5,065 $463K
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.1% 5,023 $459K
Banque Transatlantique SA 0.01% Reduce -0.5% 4,980 $455K
First Western Trust Bank 0.02% Reduce -0.3% 4,942 $452K
Gabelli Funds LLC 0.00% Add +9.2% 4,915 $449K
Kingsview Wealth Management, LLC 0.01% Reduce -40.5% 4,911 $449K
Tocqueville Asset Management L.P. 0.01% Reduce -76.5% 4,907 $449K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.7% 4,903 $448K
Optas, LLC 0.08% Reduce -17.1% 4,902 $448K
EverSource Wealth Advisors, LLC 0.02% Add +8.2% 4,888 $447K
Signaturefd, LLC 0.01% Reduce -20.6% 4,821 $441K
Montag A & Associates Inc. 0.02% No change 4,749 $434K
Vise Technologies, Inc. 0.02% Reduce -8.7% 4,737 $433K
Beck Mack & Oliver LLC 0.01% Add +11.4% 4,714 $431K
TD Waterhouse Canada Inc. 0.00% No change 4,656 $430K
Exencial Wealth Advisors, LLC 0.01% Add +5.3% 4,686 $428K
Advisory Services Network, LLC 0.01% Add +10.8% 4,683 $428K
Core Wealth Partners LLC 0.20% Add +2.2% 4,670 $427K
Moors & Cabot, Inc. 0.02% Reduce -13.2% 4,615 $422K
Choate Investment Advisors 0.01% Add +11.9% 4,595 $420K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -13.4% 4,593 $420K
Ellevest, Inc. 0.06% Reduce -28.9% 4,556 $417K
Valeo Financial Advisors, LLC 0.01% Reduce -1.1% 4,535 $415K
Private Wealth Asset Management, LLC 0.05% No change 4,531 $414K
Everett Harris & Co. 0.01% No change 4,518 $413K
1ST Source Bank 0.02% Reduce -0.2% 4,516 $413K
Sanders Morris Harris LLC 0.06% Add +45.8% 4,500 $411K
Hilltop Holdings Inc. 0.02% Reduce -4.8% 4,466 $408K
CHICAGO TRUST Co NA 0.06% Add +52.6% 4,455 $407K
Excalibur Management Corp. 0.15% No change 4,435 $405K
Texas Bank & Trust Co 0.15% No change 4,400 $402K
WASHINGTON TRUST Co 0.01% Add +86.3% 4,390 $401K
Transcend Capital Advisors, LLC 0.03% Add +34.4% 4,387 $401K
HBK Sorce Advisory LLC 0.01% Add +27.2% 4,364 $399K
Pointe Capital Management LLC 0.19% No change 4,326 $396K
GC Wealth Management RIA, LLC 0.01% New 4,309 $394K
QSV Equity Investors LLC 0.40% Add +17.1% 4,307 $394K
Supplemental Annuity Collective Trust of NJ 0.10% No change 4,300 $393K
Drexel Morgan & Co. 0.06% No change 4,288 $392K
Shakespeare Wealth Management, LLC 0.09% Reduce -0.4% 4,142 $379K
Verdence Capital Advisors LLC 0.02% Reduce -4.2% 4,095 $377K
Ninety One North America, Inc. 0.02% Reduce -25.0% 4,122 $377K
Profund Advisors LLC 0.01% Reduce -7.1% 4,119 $377K
BSW Wealth Partners 0.05% Add +28.2% 4,105 $375K
Mystic Asset Management, Inc. 0.08% Add +1.8% 4,083 $373K
Vancity Investment Management Ltd 0.05% Add +13.7% 4,054 $371K
Fifth Third Wealth Advisors LLC 0.01% Reduce -8.0% 4,050 $370K
Hancock Whitney Corp. 0.01% Reduce -4.0% 4,036 $369K
Checchi Capital Advisers, LLC 0.03% Reduce -12.3% 4,033 $369K
Caldwell Trust Co 0.03% Add +2.5% 4,033 $369K
Radnor Capital Management, LLC 0.06% Reduce -11.4% 4,032 $369K
SG Americas Securities, LLC 0.00% Reduce -46.8% 4,011 $367K
Knollwood Investment Advisory, LLC 0.03% No change 4,008 $366K
GAM Holding AG 0.02% New 4,000 $366K
Bar Harbor Wealth Management 0.02% Reduce -0.4% 3,995 $365K
Independent Financial Group, LLC 0.01% Add +23.1% 3,992 $365K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -1.3% 3,939 $360K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -5.6% 3,935 $360K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -9.0% 3,934 $360K
Philadelphia Trust Co. 0.03% No change 3,929 $359K
Atwood & Palmer Inc. 0.02% No change 3,925 $359K
Rialto Wealth Management, LLC 0.09% Reduce -0.5% 3,896 $356K
Kraematon Investment Advisors, Inc. 0.30% Reduce -3.5% 3,891 $356K
Sage Mountain Advisors LLC 0.02% Add +29.5% 3,865 $353K
Cullen/Frost Bankers, Inc. 0.00% Reduce -44.7% 3,858 $353K
Westpac Banking Corp. 0.02% No change 3,856 $353K
Sovereign Financial Group, Inc. 0.07% Reduce -8.4% 3,853 $352K
Rexford Capital Inc. 0.27% Add +3.8% 3,829 $350K
Cigna Investments Inc. 0.05% Reduce -2.2% 3,824 $350K
Bokf, NA 0.01% Add +11.8% 3,828 $350K
Fortune Financial Advisors, LLC 0.26% Add +0.1% 3,827 $350K
Chicago Partners Investment Group LLC 0.01% Reduce -2.6% 3,815 $348K
Busey Bank 0.01% Reduce -1.3% 3,799 $347K
Resonant Capital Advisors, LLC 0.02% Reduce -5.8% 3,784 $346K
Robinson Smith Wealth Advisors LLC 0.25% No change 3,776 $345K
Shelton Capital Management 0.01% Reduce -2.5% 3,766 $344K
Arista Wealth Management, LLC 0.04% No change 3,761 $344K
Fiduciary Group, LLC 0.03% Reduce -3.8% 3,738 $342K
GAMCO Investors 0.00% No change 3,700 $338K
Boston Trust Walden Corp 0.00% No change 3,698 $338K
Miller Financial Services LLC 0.39% New 3,695 $338K
Baker Avenue Asset Management, LP 0.01% Reduce -17.7% 3,673 $336K
Parcion Private Wealth LLC 0.02% Add +51.5% 3,652 $334K
Kintegral Advisory, LLC 0.03% Reduce -0.4% 3,639 $333K
City Holding Co. 0.04% Reduce -21.1% 3,633 $332K
Holderness Investments Co. 0.07% Reduce -26.7% 3,624 $331K
Neo Ivy Capital Management 0.08% New 3,612 $330K
Ossiam 0.00% Reduce -58.3% 3,608 $330K
Grey Ledge Advisors, LLC 0.07% Reduce -0.3% 3,589 $328K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.3% 3,577 $327K
Bell Investment Advisors, Inc 0.05% Add +0.2% 3,552 $325K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -4.9% 3,547 $324K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.0% 3,545 $324K
PFG Investments, LLC 0.02% Add +2.6% 3,516 $321K
Northwest Bancshares, Inc. 0.05% No change 3,505 $320K
Patten & Patten Inc. 0.02% No change 3,505 $320K
Tritonpoint Wealth, LLC 0.03% Add +15.0% 3,504 $320K
Strategic Planning, Inc. 0.19% Reduce -1.2% 3,501 $320K
Menora Mivtachim Holdings LTD. 0.00% No change 3,500 $320K
Addison Advisors LLC 0.07% Reduce -0.5% 3,477 $318K
Boston Family Office LLC 0.02% No change 3,462 $317K
Great Diamond Partners, LLC 0.06% Add +9.5% 3,447 $315K
Fidelis Capital Partners, LLC 0.02% Reduce -1.7% 3,442 $315K
Americana Partners, LLC 0.01% Reduce -2.0% 3,408 $312K
Fruth Investment Management 0.08% No change 3,403 $311K
Farmers National Bank 0.07% Reduce -1.3% 3,375 $309K
Forum Financial Management, LP 0.00% Add +9.9% 3,371 $308K
Banque Cantonale Vaudoise 0.01% Reduce -30.6% 3,361 $307K
Armistice Capital, LLC 0.01% New 3,340 $305K
Defined Wealth Management, LLC 0.18% Reduce -0.7% 3,338 $305K
Integrity Alliance, Llc. 0.01% Add +17.0% 3,322 $304K
Aberdeen Wealth Management LLC 0.19% Reduce -7.7% 3,299 $302K
Howland Capital Management LLC 0.01% No change 3,252 $297K
TCTC Holdings, LLC 0.01% No change 3,249 $297K
Lombard Odier Asset Management (USA) Corp 0.08% Add +30.9% 3,240 $296K
Kenora Financial, LLC 0.10% No change 3,222 $295K
Foster & Motley Inc. 0.02% Reduce -7.3% 3,218 $294K
Savvy Advisors, Inc. 0.01% New 3,208 $293K
Fortress Private Ledger, LLC 0.11% Add +10.3% 3,202 $293K
Intellectus Partners, LLC 0.06% New 3,182 $291K
Advisor OS, LLC 0.03% Reduce -2.6% 3,171 $290K
Arq Wealth Advisors, LLC 0.09% New 3,161 $289K
First Affirmative Financial Network 0.14% Reduce -0.6% 3,145 $288K
Groupama Asset Managment 0.00% New 3,144 $287K
Composition Wealth, LLC 0.00% Add +12.6% 3,127 $286K
Axxcess Wealth Management, LLC 0.01% Reduce -4.5% 3,117 $285K
IHT Wealth Management, LLC 0.01% Reduce -3.5% 3,109 $284K
Requisite Capital Management, LLC 0.05% New 3,101 $284K
Country Club Bank 0.02% Reduce -1.6% 3,102 $283K
HORAN Wealth, LLC 0.04% New 3,094 $283K
Boyd Watterson Asset Management LLC 0.08% Add +1.4% 3,093 $283K
Sterneck Capital Management, LLC 0.13% New 3,088 $282K
CreativeOne Wealth, LLC 0.01% Add +12.1% 3,078 $281K
Tower Bridge Advisors 0.03% Reduce -8.2% 3,071 $281K
Riversedge Advisors, LLC 0.05% New 3,062 $280K
General Partner, Inc. 0.15% No change 3,029 $277K
Meridian Wealth Management, LLC 0.01% Add +1.2% 3,021 $276K
Heritage Wealth Management, Inc. 0.08% No change 3,017 $276K
J. Team Financial, Inc. 0.28% — 3,009 $275K
Hazlett, Burt & Watson, Inc. 0.10% Add +0.4% 3,012 $275K
Corient IA LP 0.20% Reduce -25.0% 3,000 $274K
Bleichroeder LP 0.05% No change 3,000 $274K
St. Louis Trust Co 0.03% No change 3,000 $274K
Systematic Financial Management LP 0.01% No change 3,000 $274K
Tiemann Investment Advisors, LLC 0.10% Reduce -4.0% 2,999 $274K
Pitcairn Co. 0.02% Add +0.9% 2,998 $274K
NTV Asset Management LLC 0.03% Reduce -11.0% 2,990 $273K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 2,991 $273K
St Germain D J Co. Inc. 0.01% Reduce -1.1% 2,986 $273K
Founders Financial Securities LLC 0.02% Reduce -4.0% 2,982 $273K
AE Wealth Management LLC 0.00% Reduce -23.3% 2,949 $270K
Employees Retirement System of Texas 0.00% Reduce -88.9% 2,947 $269K
Farther Finance Advisors, LLC 0.00% Reduce -1.9% 2,939 $269K
Copeland Capital Management, LLC 0.01% Reduce -72.9% 2,926 $268K
First Citizens Bank & Trust Co. 0.01% Reduce -2.2% 2,912 $266K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -6.4% 2,912 $266K
Mather Group, Llc. 0.00% Reduce -16.1% 2,910 $266K
Signature Wealth Management Partners, LLC 0.14% No change 2,910 $266K
LCM Capital Management Inc 0.13% Reduce -0.1% 2,902 $265K
Premier Path Wealth Partners, LLC 0.03% Reduce -5.0% 2,883 $264K
Twinbeech Capital LP 0.01% Reduce -97.2% 2,883 $264K
DRW Securities, LLC 0.01% Reduce -38.3% 2,882 $263K
Journey Strategic Wealth LLC 0.01% Reduce -44.0% 2,873 $263K
Jackson Thornton Wealth Management, LLC 0.03% New 2,844 $260K
Ritholtz Wealth Management 0.01% Reduce -2.5% 2,837 $259K
Crestwood Advisors Group, LLC 0.00% Reduce -12.0% 2,832 $259K
S.A. Mason LLC 0.11% Add +0.0% 2,818 $258K
Forbes J M & Co. LLP 0.02% Add +1.0% 2,810 $257K
Fourpath Capital Management, LLC 0.04% Reduce -1.7% 2,805 $256K
Rwa Wealth Partners, LLC 0.00% No change 2,802 $256K
Cyndeo Wealth Partners, LLC 0.01% Reduce -1.6% 2,793 $255K
McDonald Partners LLC 0.08% Reduce -5.4% 2,789 $255K
Coldstream Capital Management Inc. 0.00% Reduce -1.4% 2,776 $254K
Aull & Monroe Investment Management Corp 0.13% Reduce -2.6% 2,770 $253K
KOM Wealth Management Group, LLC 0.19% No change 2,765 $253K
Bard Financial Services, Inc. 0.03% No change 2,765 $253K
Howard Capital Management, LLC 0.00% Add +3.2% 2,746 $251K
Essential Partners LLC 0.08% Add +270.4% 2,745 $251K
AlphaCore Capital LLC 0.01% Add +3.4% 2,734 $250K
Charter Oak Capital Management, LLC 0.02% Add +2.2% 2,734 $250K
Flagship Harbor Advisors, LLC 0.01% Reduce -4.2% 2,727 $249K
Riverwater Partners LLC 0.10% Reduce -4.2% 2,724 $249K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -11.0% 2,710 $248K
Mission Wealth Management, LP 0.01% Add +3.7% 2,703 $247K
Dover Advisors, LLC 0.10% No change 2,702 $247K
Caxton Associates LLP 0.01% Reduce -43.9% 2,677 $245K
Calydon Capital 0.04% Reduce -49.7% 2,676 $245K
Colonial Trust Co / SC 0.03% No change 2,655 $243K
Mengis Capital Management, Inc. 0.05% No change 2,650 $242K
Montecito Bank & Trust 0.04% — 2,640 $241K
Kingswood Wealth Advisors, LLC 0.01% Add +25.4% 2,638 $241K
Stonebridge Capital Advisors LLC 0.02% Reduce -0.5% 2,630 $240K
New England Capital Financial Advisors LLC 0.10% Reduce -5.9% 2,628 $240K
Panagora Asset Management Inc. 0.00% Reduce -65.7% 2,627 $240K
Phoenix Financial Ltd. 0.00% New 2,618 $239K
Bennett Selby Investments LP 0.08% Add +13.3% 2,606 $238K
Farmers Trust Co. 0.04% Add +7.7% 2,603 $238K
Ancora Advisors LLC 0.00% Reduce -7.2% 2,603 $238K
Naples Global Advisors, LLC 0.02% Add +19.5% 2,601 $238K
Brooklyn Investment Group 0.03% Reduce -2.0% 2,407 $235K
Courier Capital LLC 0.01% No change 2,566 $235K
Lowe Brockenbrough & Co. Inc. 0.01% Add +4.1% 2,562 $234K
Sapient Capital LLC 0.00% Reduce -0.7% 2,564 $234K
Acropolis Investment Management, LLC 0.01% New 2,363 $234K
DF Dent & Co. Inc. 0.00% Reduce -37.6% 2,555 $234K
Cobblestone Capital Advisors LLC 0.01% Reduce -4.7% 2,548 $233K
Flputnam Investment Management Co. 0.00% Reduce -0.6% 2,547 $233K
SKY-Mountain Capital Management, Inc. 0.16% No change 2,540 $232K
Founders Capital Management, LLC 0.04% No change 2,537 $232K
Essex Bank 0.05% Reduce -19.1% 2,535 $232K
Keynote Financial Services LLC 0.14% No change 2,532 $232K
Great Valley Advisor Group, Inc. 0.00% Add +1.0% 2,527 $231K
Woodline Partners LP 0.00% New 2,525 $231K
Dana Investment Advisors, Inc. 0.01% New 2,520 $230K
Sterling Financial Planning, Inc. 0.07% No change 2,513 $230K
Caerus Investment Advisors, LLC 0.09% New 2,510 $229K
PKS Advisory Services, LLC 0.05% Reduce -2.6% 2,507 $229K
Simplex Trading, LLC 0.01% Reduce -20.4% 2,509 $229K
Leavell Investment Management, Inc. 0.01% Add +4.2% 2,502 $229K
Prospera Financial Services Inc 0.00% Reduce -2.5% 2,486 $228K
Nicolet Advisory Services, LLC 0.02% New 2,518 $228K
Equitable Holdings, Inc. 0.00% Reduce -1.0% 2,471 $226K
Chemung Canal Trust Co. 0.04% Reduce -1.2% 2,470 $226K
Mountain Pacific Investment Advisers LLC 0.04% No change 2,455 $224K
Manning & Napier Advisors LLC 0.00% Reduce -1.6% 2,424 $222K
Abn Amro Investment Solutions 0.00% No change 2,413 $221K
Inscription Capital, LLC 0.02% Reduce -57.0% 2,386 $218K
Claret Asset Management Corp 0.03% Reduce -1.4% 2,375 $217K
Patton Fund Management, Inc. 0.04% No change 2,369 $217K
MSH Capital Advisors LLC 0.06% No change 2,362 $216K
Capital Advantage, Inc. 0.03% Add +0.0% 2,355 $215K
Dynamic Advisor Solutions LLC 0.01% Reduce -8.8% 2,354 $215K
Sentry LLC 0.05% No change 2,341 $214K
Patton Albertson Miller Group, LLC 0.03% New 2,341 $214K
LMCG Investments, LLC 0.01% No change 2,341 $214K
Sky Investment Group LLC 0.04% Reduce -4.8% 2,318 $212K
Donaldson Capital Management, LLC 0.01% Reduce -3.3% 2,309 $211K
Washington Trust Advisors, Inc. 0.02% No change 2,300 $210K
Earned Wealth Advisors, LLC 0.03% New 2,293 $210K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -14.4% 2,285 $209K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -1.6% 2,284 $209K
Brookstone Capital Management 0.00% Reduce -94.4% 2,274 $208K
Global Retirement Partners, LLC 0.00% Reduce -37.7% 2,274 $208K
Silicon Valley Capital Partners 0.02% No change 2,272 $208K
Summit Financial, LLC 0.00% New 2,269 $207K
Enterprise Financial Services Corp 0.11% Reduce -22.6% 2,254 $206K
Douglas Lane & Associates, LLC 0.00% Reduce -13.1% 2,248 $206K
Old National Bancorp 0.00% Add +5.5% 2,245 $205K
First National Trust Co 0.01% Reduce -0.4% 2,214 $202K
Diversify Advisory Services, LLC 0.01% New 2,243 $202K
Optimum Investment Advisors 0.08% No change 2,198 $201K
VestGen Advisors, LLC 0.01% New 2,198 $201K
Empower Advisory Group, LLC 0.00% New 2,193 $201K
Childress Capital Advisors, LLC 0.04% Reduce -6.2% 2,188 $200K
Penserra Capital Management LLC 0.00% Add +1.1% 2,198 $200K
Smartleaf Asset Management LLC 0.01% Add +51.5% 2,172 $198K
GHP Investment Advisors, Inc. 0.01% Reduce -13.3% 2,167 $198K
Icon Wealth Advisors, LLC 0.01% Add +25.7% 2,097 $192K
Wellington Shields & Co., LLC 0.05% No change 2,092 $191K
Harbour Investments, Inc. 0.00% Reduce -8.0% 1,992 $182K
Wealthspire Advisors, LLC 0.00% Reduce -19.1% 1,961 $179K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,850 $169K
SouthState Bank Corp 0.01% Reduce -17.9% 1,829 $167K
Centaurus Financial, Inc. 0.01% Reduce -19.4% 1,827 $167K
Broadwater Capital Management LLC 0.12% Reduce -99.0% 1,822 $167K
IFP Advisors, Inc 0.00% Reduce -20.8% 1,780 $163K
Colonial Trust Advisors 0.01% Reduce -23.5% 1,769 $162K
Asset Dedication, LLC 0.01% Reduce -19.2% 1,765 $161K
Deseret Mutual Benefit Administrators 0.07% No change 1,729 $158K
Blue Trust, Inc. 0.00% Add +19.1% 1,705 $156K
Smithfield Trust Co 0.01% No change 1,660 $150K
Adirondack Trust Co. 0.05% Reduce -0.6% 1,633 $149K
Harbor Investment Advisory, LLC 0.01% No change 1,628 $149K
Geneos Wealth Management Inc. 0.00% Reduce -22.9% 1,617 $148K
Citizens National Bank Trust Department 0.03% No change 1,610 $147K
Bank of New Hampshire 0.03% Reduce -0.7% 1,579 $144K
Sentry Investment Management LLC 0.09% Reduce -63.4% 1,528 $139K
Hantz Financial Services, Inc. 0.00% Add +104.9% 1,498 $137K
Manchester Capital Management LLC 0.02% Reduce -21.2% 1,470 $134K
CSS LLC 0.02% New 1,460 $133K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 1,431 $131K
Financial Consulate, Inc. 0.02% New 1,421 $130K
Covestor Ltd 0.07% Add +27.9% 1,384 $127K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,366 $125K
Financial Life Planners 0.08% New 1,355 $124K
Crewe Advisors LLC 0.01% New 1,351 $124K
AllSquare Wealth Management LLC 0.07% No change 1,350 $123K
Resources Management Corp. /CT/ 0.02% Reduce -2.9% 1,340 $123K
North Star Investment Management Corp. 0.01% Reduce -27.4% 1,331 $122K
Quent Capital, LLC 0.01% New 1,321 $121K
Parkside Financial Bank & Trust 0.01% Reduce -2.2% 1,309 $120K
Webster Bank, N. A. 0.01% Reduce -0.8% 1,308 $120K
Wealth Preservation Advisors, LLC 0.07% No change 1,291 $118K
Investment Research & Advisory Group, Inc. 0.04% Reduce -93.9% 1,281 $118K
Cromwell Holdings LLC 0.06% Add +0.2% 1,285 $117K
Bangor Savings Bank 0.01% No change 1,272 $116K
Caldwell Sutter Capital, Inc. 0.05% No change 1,266 $116K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +126.0% 1,261 $115K
Steph & Co. 0.04% No change 1,261 $115K
CVA Family Office, LLC 0.01% Reduce -5.6% 1,258 $115K
Exchange Traded Concepts, LLC 0.00% Add +41.4% 1,234 $113K
Anchor Investment Management, LLC 0.01% No change 1,213 $111K
Aventura Private Wealth, LLC 0.04% Reduce -46.3% 1,187 $109K
Caitong International Asset Management Co., Ltd 0.07% New 1,182 $108K
Evelyn Partners Investment Management LLP 0.00% Reduce -3.9% 1,126 $103K
Ulland Investment Advisors, LLC 0.08% Add +3.9% 1,113 $102K
Leonteq Securities AG 0.01% Add +93.1% 1,114 $102K
Parvin Asset Management, LLC 0.09% No change 1,112 $102K
CYBER HORNET ETFs LLC 0.06% Add +3.6% 1,102 $101K
Ramirez Asset Management, Inc. 0.01% Reduce -63.6% 1,100 $101K
Hanson & Doremus Investment Management 0.01% No change 1,097 $100K
First Financial Corp. 0.04% Reduce -35.9% 1,072 $98K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,041 $95K
Gen-Wealth Partners Inc 0.03% No change 1,025 $94K
Cherry Tree Wealth Management, LLC 0.02% No change 1,011 $92K
Capital Analysts, LLC 0.00% No change 988 $91K
Estabrook Capital Management 0.01% No change 982 $90K
Grove Bank & Trust 0.01% No change 958 $88K
First Horizon Corp. 0.00% — 923 $84K
MV Capital Management, Inc. 0.01% Reduce -7.0% 903 $83K
Evelyn Partners Investment Management Services Ltd 0.01% No change 862 $79K
True Wealth Design, LLC 0.02% Add +701.9% 850 $78K
Toth Financial Advisory Corp. 0.01% Add +85.6% 835 $76K
Evermay Wealth Management LLC 0.01% No change 822 $75K
Piscataqua Savings Bank 0.06% No change 822 $75K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $75K
New Age Alpha Advisors, LLC 0.00% No change 814 $74K
Rise Advisors, LLC 0.03% Add +1.1% 811 $74K
Independence Bank of Kentucky 0.01% No change 811 $74K
Sawyer & Company, Inc 0.03% No change 750 $74K
Clearstead Trust, LLC 0.01% No change 805 $74K
Brown, Lisle/Cummings, Inc. 0.02% No change 776 $71K
ESL Trust Services, LLC 0.01% No change 750 $69K
Pacifica Partners Inc. 0.02% No change 741 $68K
Chesapeake Asset Management LLC 0.06% Add +88.2% 747 $68K
Costello Asset Management, INC 0.02% Reduce -9.1% 727 $66K
Mark Sheptoff Financial Planning, LLC 0.03% Reduce -13.1% 724 $66K
City State Bank 0.02% Reduce -4.4% 724 $66K
Bellevue Asset Management, LLC 0.03% No change 716 $65K
OAKMONT Corp 0.01% No change 705 $64K
Strengthening Families & Communities, LLC 0.01% Reduce -0.1% 701 $64K
Spire Wealth Management 0.00% Reduce -50.8% 698 $64K
CoreCap Advisors, LLC 0.00% Reduce -2.0% 677 $62K
Summit Securities Group LLC 0.02% Add +155.1% 676 $62K
Indiana Trust & Investment Management Co 0.02% No change 676 $62K
Versant Capital Management, Inc 0.01% Reduce -83.4% 667 $61K
SBI Securities Co., Ltd. 0.00% Add +0.1% 664 $61K
Acima Private Wealth, LLC 0.02% No change 650 $59K
Hoertkorn Richard Charles 0.02% Reduce -6.2% 640 $59K
Center for Financial Planning, Inc. 0.01% Reduce -10.6% 635 $58K
CoreFirst Bank & Trust 0.03% No change 623 $57K
DHJJ Financial Advisors, Ltd. 0.02% No change 620 $57K
Evelyn Partners Asset Management Ltd 0.01% No change 599 $55K
PEAK6 LLC 0.00% Reduce -42.0% 594 $54K
Key Financial Inc 0.01% Reduce -0.9% 578 $53K
Hopwood Financial Services, Inc. 0.03% No change 562 $51K
Hilltop National Bank 0.01% No change 518 $47K
Monetary Management Group Inc. 0.01% No change 509 $47K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.4% 506 $46K
Cypress Capital Management LLC (WY) 0.05% No change 500 $46K
Quaker Wealth Management, LLC 0.01% Reduce -1.4% 498 $46K
Lanark Financial, Inc. 0.00% Add +151.0% 497 $45K
Creative Financial Designs Inc. 0.00% Reduce -1.0% 476 $44K
Gables Capital Management Inc. 0.02% No change 475 $43K
Capital Advisors, Ltd. LLC 0.00% Reduce -11.8% 470 $43K
WPG Advisers, LLC 0.03% Reduce -10.9% 459 $42K
JNBA Financial Advisors 0.00% No change 454 $42K
Crowley Wealth Management, Inc. 0.03% No change 450 $41K
First Command Advisory Services, Inc. 0.00% No change 448 $41K
First Community Trust NA 0.03% No change 436 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 424 $39K
Zions Bancorporation, National Association 0.00% Add +13.3% 418 $38K
Financial Network Wealth Advisors LLC 0.04% No change 414 $38K
MTM Investment Management, LLC 0.01% No change 408 $37K
Boreal Capital Management LLC 0.04% Reduce -11.1% 400 $37K
Wellington Shields Capital Management, LLC 0.01% No change 400 $37K
Community Bank, N.A. 0.00% No change 400 $37K
JFS Wealth Advisors, LLC 0.00% Reduce -0.8% 399 $36K
TFC Financial Management, Inc. 0.00% Reduce -0.5% 397 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.06% Reduce -10.6% 396 $36K
GPS Wealth Strategies Group, LLC 0.00% No change 396 $36K
Hemington Wealth Management 0.00% Reduce -9.5% 391 $35K
Motco 0.00% No change 378 $35K
Orion Capital Management LLC 0.01% No change 375 $34K
Fortitude Family Office, LLC 0.01% Add +0.3% 369 $34K
Flagship Wealth Advisors, LLC 0.01% No change 368 $34K
Paladin Advisory Group, LLC 0.03% No change 353 $32K
American Capital Advisory, LLC 0.01% Reduce -0.9% 346 $32K
Oakworth Capital, Inc. 0.00% Add +49.1% 343 $31K
Abound Wealth Management 0.01% Reduce -42.0% 342 $31K
Westside Investment Management, Inc. 0.01% Add +100.0% 336 $31K
Physician Wealth Advisors, Inc. 0.00% Add +57.7% 339 $31K
Itau Unibanco Holding S.A. 0.00% Reduce -4.8% 338 $31K
Ransom Advisory, Ltd 0.01% Reduce -22.9% 336 $31K
Loomis Sayles & Co. L P 0.00% Add +1.8% 336 $31K
SJS Investment Consulting Inc. 0.00% Add +25.3% 332 $30K
Prestige Wealth Management Group LLC 0.01% No change 322 $29K
Pinnacle Bancorp, Inc. 0.01% Add +6.3% 319 $29K
Ameritas Advisory Services, LLC 0.00% Reduce -58.0% 318 $29K
Valley National Advisers Inc. 0.00% Reduce -64.9% 323 $29K
Intelligent Financial Strategies 0.01% No change 316 $29K
United Community Bank 0.01% Add +4.3% 313 $29K
Plante Moran Financial Advisors, LLC 0.00% No change 313 $29K
NFSG Corp 0.00% Reduce -0.3% 310 $28K
Mascoma Wealth Management LLC 0.01% Add +7.5% 300 $27K
Old Second National Bank of Aurora 0.01% No change 300 $27K
Nemes Rush Group LLC 0.00% Reduce -5.4% 297 $27K
Missouri Trust & Investment Co 0.01% No change 295 $27K
Stance Capital LLC 0.01% New 295 $27K
Golden State Wealth Management, LLC 0.00% Reduce -34.9% 289 $26K
Root Financial Partners, LLC 0.00% New 285 $26K
North Capital, Inc. 0.02% Reduce -0.4% 277 $25K
First United Bank & Trust 0.01% No change 275 $25K
Archer Investment Corp 0.01% No change 263 $24K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -86.2% 263 $24K
GW&K Investment Management, LLC 0.00% Add +0.4% 261 $24K
Kelleher Financial Advisors 0.01% New 253 $23K
Measured Wealth Private Client Group, LLC 0.01% New 251 $23K
Cetera Trust Company, N.A 0.01% No change 250 $23K
Concord Wealth Partners 0.00% No change 250 $23K
Consultiva Wealth Management, Corp. 0.06% No change 245 $22K
Chilton Capital Management LLC 0.00% Reduce -24.0% 238 $22K
Crews Bank & Trust 0.00% No change 235 $21K
Central Pacific Bank - Trust Division 0.00% No change 235 $21K
West Branch Capital LLC 0.01% No change 232 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 230 $21K
DT Investment Partners, LLC 0.00% No change 227 $21K
Sunbelt Securities, Inc. 0.00% Add +93.9% 223 $20K
Curat Global, LLC 0.02% No change 217 $20K
Clayton Financial Group LLC 0.01% New 216 $20K
Birchbrook, Inc. 0.01% No change 212 $19K
Palisade Asset Management, LLC 0.00% New 206 $19K
Optiver Holding B.V. 0.00% New 202 $18K
TD Capital Management LLC 0.00% Reduce -14.5% 201 $18K
Barrett & Company, Inc. 0.01% No change 200 $18K
Red Tortoise LLC 0.01% No change 198 $18K
Hara Capital LLC 0.01% No change 195 $18K
Salomon & Ludwin, LLC 0.00% Add +458.8% 190 $17K
Highline Wealth Partners LLC 0.00% Add +1922.2% 182 $17K
Accordant Advisory Group Inc 0.01% No change 181 $17K
Financial Perspectives, Inc 0.00% No change 180 $16K
Cedar Mountain Advisors, LLC 0.00% No change 173 $16K
Lavaca Capital LLC 0.00% No change 169 $15K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $15K
Tompkins Financial Corp. 0.00% No change 167 $15K
Cranbrook Wealth Management, LLC 0.00% No change 162 $15K
Clean Yield Group 0.00% No change 161 $15K
Glen Eagle Advisors, LLC 0.00% No change 154 $14K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $14K
CNB Bank 0.01% Reduce -53.5% 141 $13K
ORG Partners LLC 0.00% Reduce -28.8% 141 $13K
Sound Income Strategies, LLC 0.00% Reduce -13.9% 143 $13K
Tortoise Investment Management, LLC 0.00% No change 140 $13K
Frazier Financial Advisors, LLC 0.01% No change 139 $13K
Turning Point Benefit Group, Inc. 0.01% New 138 $13K
Armstrong Advisory Group, Inc. 0.00% No change 138 $13K
JPL Wealth Management, LLC 0.00% New 123 $11K
TruNorth Capital Management, LLC 0.00% No change 122 $11K
Sittner & Nelson, LLC 0.00% No change 118 $11K
Delos Wealth Advisors, LLC 0.01% No change 110 $10K
CGC Financial Services, LLC 0.00% No change 110 $10K
CKW Financial Group 0.00% No change 103 $10K
Rosenberg Matthew Hamilton 0.00% No change 107 $10K
Private Wealth Management Group, LLC 0.00% Reduce -23.2% 106 $10K
Transamerica Financial Advisors, LLC 0.00% New 103 $9K
Logan Capital Management Inc. 0.00% No change 101 $9K
Kentucky Trust Co 0.00% No change 100 $9K
YANKCOM Partnership 0.00% No change 100 $9K
VSM Wealth Advisory, LLC 0.00% No change 100 $9K
Morton Brown Family Wealth, LLC 0.00% New 100 $9K
Global Wealth Strategies & Associates 0.00% No change 100 $9K
First PREMIER Bank 0.00% No change 100 $9K
Duncker Streett & Co. Inc. 0.00% No change 97 $9K
Abich Financial Wealth Management LLC 0.00% — 94 $9K
Coastline Trust Co 0.00% No change 90 $8K
Heartwood Wealth Advisors LLC 0.00% New 89 $8K
Global X Japan Co., Ltd. 0.00% New 87 $8K
Park Place Capital Corp 0.00% No change 86 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -10.4% 86 $8K
Howard Hughes Medical Institute 0.00% No change 85 $8K
High Note Wealth, LLC 0.00% Add +3.9% 81 $7K
Johnson Financial Group, Inc. 0.00% New 81 $7K
BOK Financial Private Wealth, Inc. 0.00% No change 80 $7K
Front Row Advisors LLC 0.00% No change 80 $7K
LFA - Lugano Financial Advisors SA 0.00% No change 75 $7K
Breakwater Investment Management 0.00% No change 72 $7K
Fourth Dimension Wealth, LLC 0.00% Add +1.4% 72 $7K
LGT Financial Advisors LLC 0.01% Add +6.1% 70 $6K
Bare Financial Services, Inc 0.00% Reduce -2.9% 67 $6K
Avion Wealth 0.00% Reduce -6.8% 68 $6K
MCF Advisors LLC 0.00% No change 65 $6K
Graney & King, LLC 0.00% Add +1.6% 63 $6K
Ameriflex Group, Inc. 0.00% New 62 $6K
Main Street Group, LTD 0.00% No change 62 $6K
Murphy & Mullick Capital Management Corp 0.00% No change 61 $6K
Cape Investment Advisory, Inc. 0.01% No change 60 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -25.9% 60 $5K
Syntax Research, Inc. 0.00% No change 59 $5K
Millstone Evans Group, LLC 0.00% No change 59 $5K
Holos Integrated Wealth LLC 0.00% No change 60 $5K
Provenance Wealth Advisors, LLC 0.00% No change 58 $5K
Meeder Asset Management Inc. 0.00% Add +3.6% 58 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 56 $5K
Comprehensive Financial Planning, Inc. 0.00% No change 55 $5K
Raffa Wealth Management, LLC 0.00% No change 55 $5K
Country Trust Bank 0.00% New 55 $5K
S&T Bank 0.00% No change 51 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 50 $5K
Cheviot Value Management, LLC 0.00% No change 50 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 49 $4K
Rossby Financial, LCC 0.00% No change 48 $4K
Financial Gravity Asset Management, Inc. 0.00% — 48 $4K
Hoey Investments, Inc. 0.00% No change 46 $4K
McIlrath & Eck, LLC 0.00% Reduce -28.6% 45 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -95.0% 43 $4K
Peoples Financial Services Corp. 0.00% No change 40 $4K
Inlight Wealth Management, LLC 0.00% No change 40 $4K
Aspect Partners, LLC 0.00% Add +56.0% 39 $4K
Fortis Group Advisors, LLC 0.00% No change 38 $3K
Marquette Asset Management, LLC 0.00% New 37 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 37 $3K
Dunhill Financial, LLC 0.00% Reduce -12.5% 35 $3K
Cornerstone Planning Group LLC 0.00% Add +106.7% 186 $3K
First Pacific Financial 0.00% New 35 $3K
Guerra Advisors Inc 0.00% New 34 $3K
FSA Wealth Management LLC 0.00% Reduce -42.1% 33 $3K
Westend Capital Management, LLC 0.00% No change 33 $3K
Activest Wealth Management 0.00% Reduce -25.0% 33 $3K
Ogorek Anthony Joseph /NY/ 0.00% Add +9.4% 35 $3K
Harbor Asset Planning, Inc. 0.00% No change 32 $3K
BankPlus Trust Department 0.00% Reduce -63.3% 29 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 30 $3K
Financial Freedom, LLC 0.00% No change 28 $3K
Redwood Park Advisors LLC 0.00% Add +7.7% 28 $3K
Sachetta, LLC 0.00% Reduce -71.1% 28 $3K
Pinney & Scofield, Inc. 0.00% No change 27 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $2K
Binnacle Investments Inc 0.00% Reduce -35.7% 27 $2K
PFS Partners, LLC 0.00% No change 27 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 26 $2K
Pacific Center for Financial Services 0.00% No change 25 $2K
Spurstone Advisory Services, LLC 0.03% New 25 $2K
Creative Capital Management Investments LLC 0.00% No change 24 $2K
Dogwood Wealth Management LLC 0.00% Add +43.8% 23 $2K
Core Alternative Capital 0.00% Reduce -86.3% 23 $2K
Battery Global Advisors, LLC 0.00% No change 22 $2K
Navigoe, LLC 0.00% No change 25 $2K
Cloud Capital Management, LLC 0.00% New 31 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +16.7% 21 $2K
Security National Bank 0.00% New 21 $2K
Truvestments Capital LLC 0.00% Reduce -94.3% 21 $2K
Bogart Wealth, LLC 0.00% Add +50.0% 21 $2K
Asset Planning,Inc 0.00% No change 20 $2K
Redmont Wealth Advisors LLC 0.00% No change 19 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -10.5% 17 $2K
Kilter Group LLC 0.00% Reduce -42.3% 15 $1K
Trifecta Capital Advisors, LLC 0.00% No change 15 $1K
Fairscale Capital, LLC 0.00% No change 12 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
Retirement Wealth Solutions LLC 0.00% New 11 $1K
Nvwm, LLC 0.00% Reduce -90.4% 10 $914
Fairman Group, LLC 0.00% No change 8 $731
Wealth Watch Advisors, INC 0.00% New 8 $731
HFM Investment Advisors, LLC 0.00% Reduce -11.1% 8 $731
AdvisorNet Financial, Inc 0.00% Reduce -90.6% 8 $731
Towne Trust Company, N.A 0.00% No change 6 $549
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $502
North Ridge Wealth Advisors, Inc. 0.00% No change 5 $458
Hughes Financial Services, LLC 0.00% Reduce -80.0% 5 $451
Beaird Harris Wealth Management, LLC 0.00% Reduce -66.7% 5 $423
Davis Capital Management 0.00% — 4 $366
Seneschal Advisors, LLC 0.00% New 4 $366
DecisionPoint Financial, LLC 0.00% No change 3 $278
Rakuten Securities, Inc. 0.00% Add +100.0% 2 $183
Winnacle Wealth LLC 0.00% Reduce -99.5% 1 $92
Westfuller Advisors, LLC 0.00% New 1 $57
Strategic Wealth Partners, Ltd. 0.00% No change 1 $46

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