Otis WorldwideOTIS

13F holders, Q4 2025 (December 31)
1,311holders +59
106new positions
79sold out
13famous investors
$78.87avg. 13F price*

At the end of Q4 2025, 1,311 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 59 from Q3 2025. 106 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($2.9B) and State Street Corp. ($1.4B). 13 famous investors held it, including Terry Smith (1.6% of Fundsmith's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions106$263.2M
Exits79$120.8M

All 13F filers, Q3 2025 → Q4 2025: 63,267,360 shares bought and 22,963,237 shares sold, net +40,304,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,311 holders

Vanguard Group Inc. 0.06% Add +0.0% 48,636,836 $4.2B
BlackRock, Inc. 0.05% Add +4.6% 33,577,608 $2.9B
State Street Corp. 0.05% Add +0.8% 16,128,197 $1.4B
Alliancebernstein L.P. 0.42% Reduce -10.3% 15,186,158 $1.3B
Morgan Stanley 0.07% Reduce -3.1% 12,675,067 $1.1B
Geode Capital Management, LLC 0.06% Add +0.3% 10,788,225 $945.0M
Norges Bank 0.08% — 8,816,541 $770.1M
Franklin Resources Inc. 0.17% Add +5.7% 7,842,153 $685.0M
Massachusetts Financial Services Co. 0.19% Reduce -3.5% 6,843,069 $597.7M
JPMorgan Chase & Co. 0.04% Reduce -19.8% 6,033,991 $527.1M
Fiera Capital Corp 1.39% Reduce -2.4% 5,020,052 $438.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.28% Reduce -1.9% 4,685,310 $413.9M
PineStone Asset Management Inc. 2.54% Add +3.6% 4,679,997 $408.8M
BLS Capital Fondsmaeglerselskab A/S 13.85% Add +5.1% 4,678,538 $408.7M
Northern Trust Corp. 0.05% Reduce -4.5% 4,095,529 $357.7M
Van Eck Associates Corp. 0.29% Add +97.9% 4,002,589 $349.6M
Invesco Ltd. 0.03% Reduce -2.6% 3,904,596 $341.1M
Wellington Management Group LLP 0.06% Add +2.4% 3,612,811 $315.6M
Marshall Wace, LLP 0.28% Add +6.0% 3,252,137 $284.1M
Fundsmith 1.59% Reduce -46.5% 3,112,380 $271.9M
Bank of America Corp. 0.02% Add +2.8% 3,080,690 $269.1M
D. E. Shaw & Co. 0.22% Reduce -16.5% 3,055,498 $266.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -8.2% 2,991,869 $261.3M
CIBC Private Wealth Group LLC 0.42% Reduce -1.4% 2,850,031 $249.0M
Capital Research Global Investors 0.05% Add +0.6% 2,843,926 $248.4M
Canoe Financial LP 3.31% Add +15.6% 2,787,870 $243.5M
Bank of New York Mellon Corp 0.04% Reduce -8.8% 2,737,498 $239.1M
Legal & General Group Plc 0.05% Reduce -5.9% 2,732,214 $238.7M
FMR LLC 0.01% Add +31.2% 2,684,676 $234.5M
Sarasin & Partners LLP 2.30% Reduce -29.8% 2,534,579 $221.4M
Millennium Management 0.15% Add +1047.0% 2,387,466 $208.5M
Charles Schwab Investment Management Inc. 0.03% Add +0.4% 2,372,894 $207.3M
Nomura Asset Management International Inc. 0.31% — 2,353,875 $205.6M
Schroder Investment Management Group 0.15% Reduce -3.4% 2,278,289 $200.5M
AQR Capital Management 0.10% Reduce -11.9% 2,287,785 $199.8M
Goldman Sachs Group Inc. 0.03% Add +18.6% 2,287,206 $199.8M
Squarepoint Ops LLC 0.38% Add +6.0% 2,152,096 $188.0M
Guinness Asset Management LTD 3.02% Add +10.8% 2,118,941 $186.3M
Primecap Management Co. 0.14% Reduce -11.9% 2,092,661 $182.8M
Amundi 0.05% Add +22.8% 2,017,423 $176.2M
UBS Group AG 0.03% Reduce -3.7% 1,913,031 $167.1M
Dimensional Fund Advisors LP 0.03% Add +0.6% 1,885,476 $164.7M
London Co. of Virginia 0.93% Reduce -6.3% 1,845,843 $161.2M
Deutsche Bank AG 0.05% Add +18.0% 1,840,511 $160.8M
USS Investment Management Ltd 0.74% Add +10.1% 1,701,985 $148.7M
Qube Research & Technologies Ltd 0.19% Add +606.4% 1,489,234 $130.1M
Russell Investments Group, Ltd. 0.13% Reduce -15.7% 1,411,371 $123.3M
Voloridge Investment Management, LLC 0.41% Add +14.2% 1,351,489 $118.1M
Lazard Freres Gestion S.A.S. 2.06% Add +21.9% 1,309,160 $114.4M
Renaissance Technologies 0.18% Add +141.5% 1,296,600 $113.3M
Man Group plc 0.22% Add +80.2% 1,271,232 $111.0M
Jacobs Levy Equity Management, Inc. 0.42% Add +2.2% 1,259,381 $110.0M
Fundsmith Investment Services LTD. 2.00% Reduce -23.9% 1,251,513 $109.3M
Brown Brothers Harriman & Co. 0.58% Reduce -28.6% 1,215,939 $106.2M
Assenagon Asset Management S.A. 0.16% Add +116.6% 1,201,675 $105.0M
Barclays PLC 0.04% Add +8.6% 1,148,833 $100.4M
Scharf Investments, LLC 2.69% Add +43.0% 1,145,040 $100.0M
Clearbridge Investments, LLC 0.08% Reduce -3.1% 1,115,251 $97.4M
Swiss National Bank 0.06% Reduce -5.5% 1,075,643 $94.0M
Bank of Montreal 0.04% Add +252.0% 1,073,936 $93.8M
Independent Franchise Partners LLP 0.59% Reduce -3.1% 1,064,149 $93.0M
Worldquant Millennium Advisors LLC 0.35% New 1,043,723 $91.2M
Citigroup Inc. 0.06% Add +48.0% 1,041,256 $91.0M
Royal Bank of Canada 0.02% Add +2.1% 997,058 $87.1M
Pictet Asset Management Holding SA 0.08% Add +4.4% 942,173 $82.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -3.4% 882,867 $77.1M
HSBC Holdings PLC 0.04% Add +23.4% 870,045 $76.0M
Citadel Advisors 0.05% Reduce -22.7% 867,957 $75.8M
Nuveen, LLC 0.02% Reduce -9.0% 859,277 $75.1M
Victory Capital Management Inc. 0.04% Reduce -0.9% 821,901 $71.8M
Rhumbline Advisers 0.06% Reduce -2.8% 791,782 $69.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +874.2% 764,756 $66.8M
FIFTHDELTA Ltd 13.97% Add +68.7% 761,132 $66.5M
Gates Capital Management, Inc. 2.30% Reduce -31.9% 757,971 $66.2M
Engineers Gate Manager LP 0.75% Add +654.2% 727,362 $63.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +23.2% 724,056 $63.2M
ExodusPoint Capital Management, LP 0.70% Add +40.9% 718,853 $62.8M
California Public Employees Retirement System 0.04% Add +0.7% 704,873 $61.6M
HighTower Advisors, LLC 0.07% Reduce -5.5% 703,183 $61.4M
California State Teachers Retirement System 0.06% Reduce -3.5% 643,824 $56.2M
GFI Investment Counsel Ltd. 5.97% Reduce -0.7% 641,041 $56.0M
Fisher Asset Management 0.02% Reduce -3.8% 624,003 $54.5M
National Pension Service 0.04% Reduce -3.0% 616,139 $53.8M
Canada Pension Plan Investment Board 0.04% Reduce -20.3% 598,960 $52.3M
Clean Energy Transition LLP 4.34% Reduce -11.1% 595,603 $52.0M
T. Rowe Price Associates Inc. 0.01% Reduce -1.3% 592,015 $51.7M
Wells Fargo & Company 0.01% Reduce -5.7% 591,489 $51.7M
BNP Paribas Financial Markets 0.03% Add +18.7% 586,696 $51.2M
Two Sigma Investments, LP 0.08% Reduce -30.9% 574,145 $50.2M
Neuberger Berman Group LLC 0.04% Reduce -4.4% 564,428 $49.3M
PFA Pension, Forsikringsaktieselskab 0.14% — 557,404 $49.1M
Anchor Capital Advisors LLC 1.38% Reduce -3.2% 543,862 $47.5M
Great Lakes Advisors, LLC 0.38% Add +51.1% 533,611 $46.6M
HRT Financial LP 0.15% Add +34.5% 531,408 $46.4M
Sei Investments Co. 0.04% Add +27.5% 521,349 $45.5M
Artisan Partners Limited Partnership 0.07% Reduce -8.6% 511,875 $44.7M
SG Americas Securities, LLC 0.06% Add +12345.2% 499,177 $43.6M
First Trust Advisors LP 0.03% Reduce -4.2% 492,885 $43.1M
Jump Financial, LLC 0.57% Add +95.0% 477,835 $41.7M
Railway Pension Investments Ltd 0.48% No change 470,100 $41.1M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +9.4% 462,228 $40.4M
Allianz Asset Management GmbH 0.05% Add +153.5% 459,107 $40.1M
J. Stern & Co. LLP 3.29% Add +8654.2% 38,619,968 $38.6M
Ameriprise Financial Inc. 0.01% Add +14.8% 441,295 $38.5M
Capital Fund Management S.A. 0.36% Add +49.4% 440,248 $38.5M
Principal Financial Group Inc. 0.02% Add +1.2% 437,199 $38.2M
Storebrand Asset Management As 0.10% Reduce -6.1% 437,107 $38.2M
Ilex Capital Partners (UK) LLP 1.08% New 436,749 $38.2M
Envestnet Asset Management Inc. 0.01% Reduce -7.0% 415,083 $36.3M
CANADA LIFE ASSURANCE Co 0.06% Reduce -30.4% 410,310 $35.9M
Sone Capital Management, LLC 2.80% New 395,648 $34.6M
Rathbones Group PLC 0.13% Reduce -11.5% 391,191 $34.2M
Tidal Investments LLC 0.14% Add +55.7% 372,554 $32.5M
J. Safra Sarasin Holding AG 0.51% Reduce -1.9% 361,173 $31.5M
PNC Financial Services Group, Inc. 0.02% Reduce -5.1% 352,100 $30.8M
National Bank of Canada 0.03% Add +12.3% 348,544 $30.4M
State Board of Administration of Florida Retirement System 0.05% Reduce -9.0% 344,873 $30.1M
Korea Investment CORP 0.06% Add +34.2% 339,254 $29.6M
Natixis Advisors, LLC 0.04% Reduce -11.8% 332,179 $29.0M
Boston Partners 0.03% Add +1185.7% 328,445 $28.7M
Fayez Sarofim & Co 0.07% Reduce -70.2% 328,353 $28.7M
Aberdeen Group plc 0.04% Reduce -2.1% 326,398 $28.5M
Aviva PLC 0.05% Add +0.4% 317,808 $27.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.0% 305,617 $26.7M
Cerity Partners LLC 0.04% Reduce -29.0% 294,623 $25.7M
UniSuper Management Pty Ltd 0.15% Reduce -0.7% 289,881 $25.3M
Davidson Investment Advisors 1.05% Add +0.2% 288,568 $25.2M
New York State Teachers Retirement System 0.05% Reduce -0.1% 287,360 $25.1M
KBC Group NV 0.06% Add +4.2% 276,146 $24.1M
KLP Kapitalforvaltning As 0.09% Add +0.3% 266,442 $23.3M
Raymond James Financial Inc. 0.01% Reduce -1.0% 265,827 $23.2M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -91.8% 253,407 $22.1M
ING Groep NV 0.13% Add +175.9% 250,365 $21.9M
LPL Financial LLC 0.01% Add +14.0% 249,215 $21.8M
Swedbank AB 0.02% Add +0.5% 248,202 $21.7M
Pinebridge Investments LLC 0.16% — 246,640 $21.5M
Welch & Forbes LLC 0.26% Reduce -2.1% 246,580 $21.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +2.6% 242,819 $21.3M
Carnegie Investment Counsel 0.39% Add +2.4% 240,022 $21.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +44.2% 239,993 $21.0M
Toronto Dominion Bank 0.04% Add +12.3% 235,412 $20.6M
Creative Planning 0.01% Add +29.1% 234,963 $20.5M
Credit Agricole S A 0.06% Add +8.6% 232,240 $20.3M
New York State Common Retirement Fund 0.03% Reduce -1.1% 230,506 $20.1M
Trexquant Investment LP 0.18% Add +123.6% 227,301 $19.9M
Danske Bank A/S 0.05% Add +13.3% 225,994 $19.7M
Bridgewater Associates 0.07% Add +116.8% 225,193 $19.7M
Prudential Financial Inc. 0.02% Reduce -3.5% 218,962 $19.1M
Quantbot Technologies LP 0.62% Add +36.4% 213,252 $18.6M
TD Asset Management Inc 0.01% Add +13.0% 212,072 $18.5M
State of Wisconsin Investment Board 0.04% Reduce -1.7% 211,862 $18.5M
APG Asset Management N.V. 0.05% Reduce -10.3% 240,875 $17.9M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.5% 200,545 $17.5M
CIBC Asset Management Inc 0.04% Add +23.2% 199,893 $17.5M
Handelsbanken Fonder AB 0.05% Reduce -12.0% 198,352 $17.3M
Jane Street Group, LLC 0.02% Reduce -4.9% 193,211 $16.9M
Royal London Asset Management Ltd. 0.04% Reduce -0.3% 191,113 $16.7M
Erste Asset Management GmbH 0.14% Add +47.5% 188,083 $16.5M
DekaBank Deutsche Girozentrale 0.03% No change 158,568 $16.1M
Coerente Capital Management 2.87% Add +11.1% 180,066 $15.7M
Walleye Capital LLC 0.10% Reduce -37.4% 179,268 $15.7M
Alberta Investment Management Corp 0.10% Add +44.1% 170,600 $14.9M
Van Lanschot Kempen Investment Management N.V. 0.13% Reduce -7.9% 170,144 $14.9M
Asset Management One Co., Ltd. 0.04% Reduce -0.8% 165,840 $14.6M
Quintet Private Bank (Europe) S.A. 0.83% Reduce -1.9% 164,060 $14.3M
Andra AP-fonden 0.18% Reduce -43.3% 163,834 $14.3M
Treasurer of the State of North Carolina 0.05% Reduce -8.0% 163,493 $14.3M
First Eagle Investment Management, LLC 0.03% Add +13.2% 162,639 $14.2M
Twinbeech Capital LP 0.98% Add +5376.1% 157,876 $13.8M
Gotham Asset Management 0.05% Add +75.0% 155,797 $13.6M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -4.2% 151,246 $13.6M
Mn Services Vermogensbeheer B.V. 0.08% Add +2.9% 152,360 $13.3M
Rockefeller Capital Management L.P. 0.02% Reduce -5.7% 152,117 $13.3M
Steigerwald, Gordon & Koch Inc. 1.28% Reduce -2.5% 150,923 $13.2M
Varma Mutual Pension Insurance Co 0.08% Add +17.5% 150,642 $13.2M
Corient Private Wealth LP 0.02% Add +14.2% 149,430 $13.1M
Illinois Municipal Retirement Fund 0.16% Reduce -17.5% 148,742 $13.0M
M&T Bank Corp 0.04% Reduce -3.3% 148,063 $12.9M
US Bancorp \de 0.02% Reduce -3.2% 147,946 $12.9M
Point72 Asset Management 0.02% Add +554.5% 147,019 $12.8M
Clarkston Capital Partners, LLC 0.29% Reduce -8.3% 144,554 $12.6M
Mill Capital Management, LLC 0.91% Add +0.6% 143,837 $12.6M
Quantinno Capital Management LP 0.03% Add +61.6% 143,120 $12.5M
DNB Asset Management AS 0.04% Reduce -5.0% 141,563 $12.4M
AdviceOne Advisory Services, LLC 7.25% Reduce -1.2% 140,483 $12.3M
Teacher Retirement System of Texas 0.04% Reduce -4.6% 139,535 $12.2M
Albar Capital Partners LLP 2.80% Add +249.0% 135,346 $11.8M
Mariner, LLC 0.01% Add +29.5% 134,219 $11.7M
Robeco Institutional Asset Management B.V. 0.02% Add +49.6% 133,529 $11.7M
State of New Jersey Common Pension Fund D 0.04% Reduce -2.2% 132,890 $11.6M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -0.6% 132,789 $11.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.3% 129,918 $11.3M
Balyasny Asset Management L.P. 0.02% Reduce -80.0% 129,351 $11.3M
Factory Mutual Insurance Co. 0.11% Reduce -1.5% 128,800 $11.3M
Qsemble Capital Management, LP 0.93% New 128,140 $11.2M
BCV Asset Management Inc. 0.28% — 122,668 $11.0M
Allied Investment Advisors, LLC 1.68% Add +4.8% 124,478 $10.9M
Aquatic Capital Management LLC 0.31% Reduce -44.2% 124,007 $10.8M
Brown Advisory Inc. 0.01% Reduce -7.3% 121,184 $10.6M
Foyston, Gordon & Payne Inc 2.30% Add +13.0% 120,989 $10.6M
Lighthouse Investment Partners, LLC 0.35% Add +148.5% 119,875 $10.5M
Resona Asset Management Co.,Ltd. 0.05% Reduce -4.3% 118,893 $10.4M
Public Employees Retirement System of Ohio 0.03% Reduce -4.9% 117,451 $10.3M
Focus Partners Wealth 0.01% Add +100.5% 116,743 $10.2M
Markel Group 0.08% No change 114,620 $10.0M
BLI - Banque de Luxembourg Investments 0.29% Reduce -3.0% 113,377 $10.0M
Natixis 0.04% Add +16.1% 113,722 $9.9M
Bank of Nova Scotia 0.01% Add +113.5% 113,211 $9.9M
Moran Wealth Management, LLC 0.29% Reduce -0.4% 109,585 $9.6M
Baldwin Wealth Partners LLC 0.61% Reduce -5.7% 108,400 $9.5M
Voya Investment Management LLC 0.01% Reduce -23.4% 107,751 $9.4M
Arizona State Retirement System 0.05% Reduce -6.6% 107,728 $9.4M
Peapack Gladstone Financial Corp. 0.12% Add +1.8% 107,489 $9.4M
Equitable Trust Co. 0.42% Reduce -23.5% 107,288 $9.4M
Commonwealth Equity Services, LLC 0.01% Reduce -21.4% 105,530 $9.2M
Connecticut Wealth Management, LLC 0.39% Reduce -0.7% 103,524 $9.0M
Schonfeld Strategic Advisors LLC 0.05% Reduce -65.4% 103,301 $9.0M
Czech National Bank 0.06% Add +3.1% 102,763 $9.0M
State of Michigan Retirement System 0.04% Reduce -3.9% 102,007 $8.9M
Nisa Investment Advisors, LLC 0.03% Reduce -5.5% 101,892 $8.9M
Ensign Peak Advisors, Inc 0.02% Reduce -8.0% 100,122 $8.7M
Captrust Financial Advisors 0.02% Reduce -1.2% 99,218 $8.7M
ICICI Prudential Asset Management Co Ltd 1.00% Add +172.5% 98,100 $8.6M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -17.9% 96,914 $8.5M
Impax Asset Management Group plc 0.05% Reduce -14.9% 95,841 $8.4M
WINTON GROUP Ltd 0.29% Add +244.8% 95,504 $8.3M
Machina Capital S.A.S. 1.59% Add +55.4% 95,267 $8.3M
Pictet North America Advisors SA 0.78% Reduce -4.8% 94,246 $8.2M
MetLife Investment Management, LLC 0.04% Reduce -4.1% 93,429 $8.2M
Cloverfields Capital Group, LP 2.50% Add +11.7% 92,529 $8.1M
Federation des caisses Desjardins du Quebec 0.03% Reduce -8.0% 92,328 $8.1M
Daiwa Securities Group Inc. 0.03% Add +25.3% 90,670 $7.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -3.8% 90,650 $7.9M
Edgestream Partners, L.P. 0.22% New 90,100 $7.9M
Ieq Capital, LLC 0.02% Add +20.1% 89,817 $7.8M
Pinnacle Financial Partners, Inc. 0.06% — 89,691 $7.8M
Numerai GP LLC 0.94% Add +28.0% 89,286 $7.8M
Thrivent Financial for Lutherans 0.01% Add +0.5% 86,137 $7.5M
American Century Companies Inc. 0.00% Reduce -72.5% 85,044 $7.4M
ProShare Advisors LLC 0.01% Add +6.0% 84,758 $7.4M
Entropy Technologies, LP 0.40% Add +215.6% 84,667 $7.4M
Tudor Investment Corporation 0.04% New 83,437 $7.3M
Stifel Financial Corp. 0.01% Reduce -6.4% 83,181 $7.3M
Retirement Systems of Alabama 0.02% Reduce -1.0% 82,907 $7.2M
Meyer Handelman Co. 0.23% Reduce -2.7% 82,378 $7.2M
Bahl & Gaynor LLC 0.04% Reduce -5.3% 82,211 $7.2M
Galvin, Gaustad & Stein, LLC 0.56% Reduce -34.6% 80,892 $7.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -2.2% 80,824 $7.1M
IFM Investors Pty Ltd 0.06% Add +0.7% 78,506 $6.9M
Elo Mutual Pension Insurance Co 0.10% Add +10.9% 78,042 $6.8M
Nordea Investment Management AB 0.01% Add +7.3% 76,564 $6.7M
Osaic Holdings, Inc. 0.01% Add +6.1% 76,292 $6.7M
Forsta Ap-Fonden 0.04% Reduce -47.6% 76,200 $6.7M
Cwm, LLC 0.02% Reduce -10.6% 75,012 $6.6M
Comerica Bank 0.03% Reduce -8.1% 74,361 $6.5M
Eurizon Capital SGR S.p.A. 0.02% — 73,591 $6.4M
Windward Capital Management Co. 0.51% Reduce -3.7% 73,434 $6.4M
Amalgamated Bank 0.05% Reduce -4.3% 72,375 $6.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +31.0% 70,131 $6.1M
Candriam S.C.A. 0.03% Reduce -15.1% 69,734 $6.1M
Delta Asset Management LLC 0.52% Reduce -0.8% 69,708 $6.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +22.6% 69,526 $6.1M
Federated Hermes, Inc. 0.01% Add +1.2% 69,084 $6.0M
Lincoln Capital LLC 1.09% Reduce -1.5% 68,863 $6.0M
Susquehanna International Group, LLP 0.01% Add +20.3% 68,378 $6.0M
Amica Mutual Insurance Co. 0.51% No change 66,982 $5.9M
Cetera Investment Advisers 0.01% Add +2.9% 66,353 $5.8M
BTC Capital Management, Inc. 0.40% Reduce -5.7% 65,693 $5.7M
Modera Wealth Management, LLC 0.07% Reduce -5.8% 65,656 $5.7M
ANTIPODES PARTNERS Ltd 0.12% Reduce -8.4% 65,351 $5.7M
Brevan Howard Capital Management LP 0.12% Add +213.3% 65,164 $5.7M
Utah Retirement Systems 0.05% Reduce -0.3% 65,026 $5.7M
Achmea Investment Management B.V. 0.14% New 64,892 $5.7M
Evergreen Capital Management LLC 0.13% Add +10.4% 64,881 $5.7M
Calamos Advisors LLC 0.03% Reduce -3.7% 64,770 $5.7M
Voleon Capital Management LP 0.12% Add +72.5% 64,719 $5.7M
Campbell & CO Investment Adviser LLC 0.27% New 64,553 $5.6M
Mercer Global Advisors Inc. 0.01% Add +3.2% 63,417 $5.5M
Occudo Quantitative Strategies LP 0.36% New 62,234 $5.4M
Louisbourg Investments Inc. 1.08% Add +29.0% 76,277 $5.4M
Amiral Gestion 1.98% New 61,731 $5.4M
Xponance LLC 0.04% Add +4.4% 60,779 $5.3M
Janney Montgomery Scott LLC 0.01% Reduce -3.3% 60,774 $5.3M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -5.1% 60,309 $5.3M
Swiss Life Asset Management Ltd 0.03% Add +4.9% 59,442 $5.2M
Commerce Bank 0.03% Reduce -1.7% 59,241 $5.2M
Cibc World Markets Corp. 0.03% — 59,050 $5.2M
Graybill Wealth Management, LTD. 1.52% Add +5.6% 58,951 $5.1M
Los Angeles Capital Management LLC 0.02% Reduce -67.3% 55,495 $5.1M
NEOS Investment Management LLC 0.03% Add +20.5% 58,251 $5.1M
MAI Capital Management 0.03% Reduce -4.1% 58,154 $5.1M
Bryn Mawr Trust Advisors, LLC 0.24% New 57,503 $5.0M
Prudential PLC 0.04% No change 57,011 $5.0M
New York Life Investment Management LLC 0.04% Reduce -1.1% 56,561 $4.9M
HM Payson & Co. 0.07% Reduce -14.5% 56,221 $4.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% — 56,143 $4.9M
Macquarie Group Ltd. 0.02% Reduce -95.6% 55,630 $4.9M
Caisse Des Depots Et Consignations 0.11% No change 55,325 $4.8M
Janus Henderson Group PLC 0.00% Add +1.4% 55,161 $4.8M
Groupe la Francaise 0.07% Add +3.1% 53,900 $4.7M
Keybank National Association 0.02% Reduce -2.7% 53,582 $4.7M
BNP Paribas 0.13% Add +5.6% 53,108 $4.7M
MML Investors Services, LLC 0.01% Add +1.8% 52,873 $4.6M
Rakuten Investment Management, Inc. 0.02% Add +15386.6% 52,035 $4.6M
D.A. Davidson & Co. 0.03% Reduce -3.7% 52,074 $4.5M
OP Asset Management Ltd 0.05% Add +16.2% 52,070 $4.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.26% Reduce -2.8% 51,745 $4.5M
Banque Pictet & Cie SA 0.05% Reduce -11.1% 51,657 $4.5M
Gateway Investment Advisers LLC 0.04% Add +2.7% 51,652 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.5% 51,484 $4.5M
Mackenzie Financial Corp. 0.01% Reduce -71.3% 51,077 $4.5M
AlphaQuest LLC 0.25% Add +49.6% 50,856 $4.4M
Financial Advisors Network, Inc. 0.60% Add +1.0% 50,393 $4.4M
Public Sector Pension Investment Board 0.01% Add +49.0% 50,276 $4.4M
Nissay Asset Management Corp. /Japan 0.02% Add +0.7% 50,022 $4.4M
Cohen Capital Management, Inc. 0.66% No change 49,896 $4.4M
Lifeworks Advisors, LLC 0.56% Add +6.0% 49,854 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -17.2% 49,767 $4.3M
William Allan Corp 2.45% Add +0.6% 49,431 $4.3M
Avanza Fonder AB 0.11% Add +18.1% 48,086 $4.2M
Bradley Foster & Sargent Inc. 0.06% Reduce -5.5% 47,671 $4.2M
Davis-Rea LTD. 1.04% Add +7.5% 47,574 $4.2M
Yousif Capital Management, LLC 0.04% Reduce -6.2% 46,231 $4.1M
Aviso Financial Inc. 0.15% Reduce -7.4% 46,621 $4.1M
Pathstone Holdings, LLC 0.02% Reduce -2.3% 45,741 $4.0M
State of Tennessee, Department of Treasury 0.01% Reduce -39.0% 46,557 $4.0M
Y-Intercept (Hong Kong) Ltd 0.09% New 45,374 $4.0M
Caxton Associates LLP 0.08% Add +1583.2% 45,059 $3.9M
AIA Group Ltd 0.06% New 45,013 $3.9M
McMillan Office, Inc. 0.47% — 44,825 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.5% 44,664 $3.9M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.5% 44,623 $3.9M
O'shaughnessy Asset Management, LLC 0.02% Reduce -6.3% 44,559 $3.9M
Spirepoint Private Client, LLC 0.37% Add +2.5% 44,243 $3.9M
Kanawha Capital Management LLC 0.26% Reduce -5.8% 43,599 $3.8M
Truist Financial Corp. 0.01% Reduce -3.0% 43,547 $3.8M
Atlantic Union Bankshares Corp 0.07% Reduce -5.7% 43,499 $3.8M
Ethic Inc. 0.06% Reduce -8.1% 43,237 $3.8M
Cibc World Market Inc. 0.01% Add +18.7% 43,108 $3.8M
Empowered Funds, LLC 0.06% Add +43.1% 42,122 $3.7M
Clifford Swan Investment Counsel LLC 0.12% Reduce -3.0% 41,938 $3.7M
Mutual of America Capital Management LLC 0.04% Reduce -1.6% 41,857 $3.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +2.0% 40,848 $3.6M
Farmers & Merchants Investments Inc. 0.10% Reduce -0.5% 40,589 $3.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -1.4% 40,373 $3.5M
Wesleyan Assurance Society 0.19% No change 38,100 $3.3M
Agf Management Ltd. 0.01% Reduce -9.6% 38,098 $3.3M
Public Employees Retirement Association of Colorado 0.01% Reduce -27.1% 36,869 $3.2M
Evoke Wealth, LLC 0.06% Reduce -3.6% 36,779 $3.2M
First Manhattan Co. Llc. 0.01% Reduce -6.7% 36,711 $3.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -12.4% 36,200 $3.2M
Two Sigma Advisers, LP 0.01% Reduce -70.2% 35,700 $3.1M
Alps Advisors Inc. 0.02% Reduce -0.6% 35,691 $3.1M
Banco Santander, S.A. 0.02% Reduce -1.4% 35,259 $3.1M
Wesbanco Bank Inc. 0.08% Add +1.0% 34,984 $3.1M
Wealthfront Advisers LLC 0.01% Reduce -3.7% 34,855 $3.0M
Rafferty Asset Management, LLC 0.01% Reduce -1.7% 34,716 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -11.4% 34,397 $3.0M
Wilmington Savings Fund Society, FSB 0.07% Add +239.7% 34,260 $3.0M
Liberty Capital Management, Inc. 0.55% Add +0.8% 34,094 $3.0M
Baird Financial Group, Inc. 0.00% Add +4.3% 33,184 $2.9M
STRS Ohio 0.01% Add +249.7% 33,047 $2.9M
Procyon Advisors, LLC 0.14% Add +119.8% 32,857 $2.9M
Circle Wealth Management, LLC 0.04% No change 32,851 $2.9M
Sheets Smith Wealth Management 0.31% Reduce -5.8% 32,775 $2.9M
Oxbow Advisors, LLC 0.25% Add +0.8% 31,706 $2.8M
Regions Financial Corp. 0.02% Reduce -8.9% 31,520 $2.8M
Pacer Advisors, Inc. 0.01% Reduce -21.2% 31,254 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 31,246 $2.7M
Shelter Mutual Insurance Co 0.61% No change 31,200 $2.7M
Cambient Family Office, LLC 0.39% — 31,153 $2.7M
Allworth Financial LP 0.01% Reduce -1.4% 31,056 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.7% 30,778 $2.7M
Fiduciary Trust Co 0.03% Reduce -1.8% 30,582 $2.7M
Holocene Advisors, LP 0.01% Reduce -51.5% 30,471 $2.7M
Verition Fund Management LLC 0.01% Reduce -87.6% 30,321 $2.6M
Canada Post Corp Registered Pension Plan 0.10% Reduce -0.2% 30,048 $2.6M
Brown Shipley& Co Ltd 1.40% Reduce -5.8% 30,012 $2.6M
Investment Management Corp of Ontario 0.03% Add +58.6% 29,392 $2.6M
Silvercrest Asset Management Group LLC 0.02% Add +4.6% 29,170 $2.5M
Lecap Asset Management Ltd. 1.01% Add +7.2% 29,055 $2.5M
LRI Investments, LLC 0.20% Reduce -0.8% 29,002 $2.5M
Merit Financial Group, LLC 0.02% Add +1.4% 28,906 $2.5M
Mizuho Securities USA LLC 0.04% Reduce -0.7% 28,377 $2.5M
EFG International AG 0.05% — 28,809 $2.5M
Polymer Capital Management (US) LLC 0.32% Add +43.3% 28,583 $2.5M
Jones Financial Companies LLLP 0.00% Add +21.6% 28,115 $2.5M
DMKC Advisory Services, LLC 1.07% Add +19.0% 27,949 $2.4M
Allstate Corp. 0.03% Add +99.1% 27,860 $2.4M
FORA Capital, LLC 0.29% Add +141.9% 23,191 $2.4M
Letson Investment Management, Inc. 0.87% Reduce -4.1% 27,266 $2.4M
CenterBook Partners LP 0.12% Add +83.2% 27,007 $2.4M
Horizon Investments, LLC 0.03% Add +9.7% 26,993 $2.4M
Delta Global Management LP 0.17% Reduce -4.9% 26,657 $2.3M
Ashton Thomas Securities, LLC 0.44% Add +37.5% 26,462 $2.3M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +3.4% 25,739 $2.2M
Evercore Wealth Management, LLC 0.03% No change 25,441 $2.2M
Summit Trail Advisors, LLC 0.04% Reduce -14.1% 24,929 $2.2M
Crossmark Global Holdings, Inc. 0.03% Add +10.3% 24,907 $2.2M
Landscape Capital Management, L.L.C. 0.15% New 24,875 $2.2M
Kentucky Retirement Systems 0.06% No change 24,811 $2.2M
QRG Capital Management, Inc. 0.02% Add +14.8% 24,553 $2.1M
TrinityBridge Ltd 0.05% Reduce -0.6% 24,464 $2.1M
M. Kraus & Co 0.59% Reduce -1.2% 24,316 $2.1M
Kestra Advisory Services, LLC 0.01% Add +23.6% 24,181 $2.1M
Norinchukin Bank, The 0.02% Add +6.4% 24,168 $2.1M
Venture Visionary Partners LLC 0.07% Add +8.5% 23,827 $2.1M
Abn Amro Investment Solutions 0.03% Add +880.1% 23,651 $2.1M
Cohen Klingenstein LLC 0.06% No change 23,500 $2.1M
Oak Thistle LLC 0.28% New 23,428 $2.0M
Headlands Technologies LLC 0.17% Reduce -1.5% 23,294 $2.0M
Canandaigua National Bank & Trust Co. 0.18% Reduce -0.2% 23,264 $2.0M
Heritage Investors Management Corp. 0.06% Reduce -0.2% 23,223 $2.0M
JB Capital LLC 0.08% Reduce -0.5% 23,170 $2.0M
Sterling Capital Management LLC 0.03% Reduce -7.0% 23,134 $2.0M
Blair William & Co. 0.01% Reduce -0.5% 22,587 $2.0M
Sanctuary Advisors, LLC 0.01% Reduce -6.3% 22,572 $2.0M
Hartford Investment Management Co. 0.06% Reduce -2.0% 22,521 $2.0M
IFP Advisors, Inc 0.04% Add +1158.7% 22,404 $2.0M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.2% 21,786 $1.9M
YHB Investment Advisors, Inc. 0.13% Reduce -0.9% 21,431 $1.9M
Glenmede Trust Co. NA 0.01% — 21,426 $1.9M
Zurich Insurance Group Ltd 0.01% No change 21,400 $1.9M
Arete Wealth Advisors, LLC 0.13% Add +1.9% 21,008 $1.8M
Union Bancaire Privee, UBP SA 0.02% Add +33.4% 13,667 $1.8M
Pinnacle Associates Ltd. 0.02% Add +7.6% 20,575 $1.8M
Bridgefront Capital, LLC 0.45% New 20,551 $1.8M
iSAM Funds (UK) Ltd 0.64% Add +26.4% 20,494 $1.8M
Intech Investment Management LLC 0.02% Add +22.1% 20,425 $1.8M
Chicago Capital, LLC 0.04% Add +6.3% 20,411 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.0% 20,310 $1.8M
North Dakota State Investment Board 0.07% — 20,285 $1.8M
Morningstar Investment Management LLC 0.10% Reduce -36.3% 20,128 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -3.4% 19,900 $1.7M
Gulf International Bank (UK) Ltd 0.06% No change 19,792 $1.7M
Bailard, Inc. 0.04% Add +0.8% 19,690 $1.7M
Savant Capital, LLC 0.01% Add +0.1% 19,661 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 19,600 $1.7M
Maryland State Retirement & Pension System 0.03% No change 19,207 $1.7M
Sciencast Management LP 0.23% Reduce -59.5% 19,179 $1.7M
Plato Investment Management Ltd 0.11% No change 19,033 $1.7M
Acadian Asset Management LLC 0.00% Add +31.7% 19,101 $1.7M
AG2R La Mondiale Gestion D'actifs 0.07% Add +12.5% 18,779 $1.6M
BDF-Gestion 0.20% Reduce -6.3% 18,746 $1.6M
J.W. Cole Advisors, Inc. 0.04% Reduce -8.7% 18,800 $1.6M
AMG National Trust Bank 0.04% Add +0.0% 18,587 $1.6M
Essex Financial Services, Inc. 0.09% Reduce -4.2% 18,394 $1.6M
Axq Capital, LP 0.36% New 18,230 $1.6M
Private Advisor Group, LLC 0.01% Reduce -2.4% 18,077 $1.6M
New Mexico Educational Retirement Board 0.05% Add +0.6% 17,908 $1.6M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -8.5% 17,313 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -8.7% 17,604 $1.5M
R Squared Ltd 0.71% Add +49.1% 17,464 $1.5M
Aigen Investment Management, LP 0.35% Reduce -40.3% 17,363 $1.5M
Huntington National Bank 0.01% Reduce -2.2% 17,310 $1.5M
Atria Investments, Inc 0.02% Add +2.7% 17,115 $1.5M
Ossiam 0.03% Add +371.2% 17,002 $1.5M
Ipswich Investment Management Co., Inc. 0.34% Reduce -58.8% 16,835 $1.5M
Praxis Investment Management Inc. 0.09% No change 16,780 $1.5M
Okabena Investment Services Inc. 0.28% Reduce -3.8% 16,728 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.9% 16,473 $1.5M
HB Wealth Management, LLC 0.01% Reduce -5.3% 16,585 $1.4M
Havemeyer Place LP 0.28% — 16,230 $1.4M
Vinva Investment Management Ltd 0.02% New 15,993 $1.4M
Bessemer Group Inc. 0.00% Add +3.2% 16,035 $1.4M
Dodge & Cox 0.00% Reduce -3.6% 16,010 $1.4M
Private Trust Co. NA 0.12% Add +2.5% 16,009 $1.4M
Shelter Ins Retirement Plan 1.51% No change 16,000 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -10.5% 15,999 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +39.1% 15,990 $1.4M
MUFG Securities EMEA plc 0.02% Add +112.7% 15,977 $1.4M
Independent Advisor Alliance 0.03% Add +2.4% 15,838 $1.4M
Dash Acquisitions Inc. 0.29% Add +4.2% 15,198 $1.4M
Bank Pictet & Cie (Europe) AG 0.03% Add +2.7% 15,611 $1.4M
Tufton Capital Management 0.24% Add +2.8% 15,533 $1.4M
Lafayette Investments, Inc. 0.26% Reduce -8.8% 15,472 $1.4M
111 Capital 0.29% Add +66.0% 15,462 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.8% 15,406 $1.3M
Oxford Asset Management LLP 0.48% New 15,343 $1.3M
NBT Bank, N.A. 0.09% Reduce -3.5% 15,184 $1.3M
Choreo, LLC 0.02% Reduce -2.8% 15,050 $1.3M
Goelzer Investment Management, Inc. 0.06% Add +16.6% 15,151 $1.3M
Mirabella Financial Services LLP 0.13% Reduce -12.3% 15,000 $1.3M
Hartford Funds Management Co LLC 0.11% Add +0.6% 14,915 $1.3M
Capstone Investment Advisors, LLC 0.01% Add +15.3% 14,794 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -36.3% 14,694 $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
Nippon Life Global Investors Americas, Inc. 0.05% Reduce -24.6% 14,480 $1.3M
Perigon Wealth Management, LLC 0.02% Reduce -2.4% 14,201 $1.2M
Clearstead Advisors, LLC 0.02% Add +13.8% 14,083 $1.2M
Hudson Bay Capital Management LP 0.01% Reduce -11.6% 14,076 $1.2M
DAVENPORT & Co LLC 0.01% Add +0.0% 14,067 $1.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.04% — 14,007 $1.2M
Arthur M. Cohen & Associates, LLC 0.20% No change 14,000 $1.2M
Empirical Finance, LLC 0.06% Reduce -4.3% 13,976 $1.2M
Dynamic Technology Lab Private Ltd 0.27% New 13,602 $1.2M
Quadrature Capital Ltd 0.01% Reduce -8.6% 13,450 $1.2M
Tiaa Trust, National Association 0.00% Add +1.3% 13,284 $1.2M
Boothbay Fund Management, LLC 0.03% Reduce -87.6% 13,215 $1.2M
Carolina Wealth Advisors, LLC 0.51% Add +0.7% 13,047 $1.1M
Pensionfund Sabic 0.31% No change 13,000 $1.1M
Applied Finance Capital Management, LLC 0.08% Add +57.3% 12,948 $1.1M
Diversify Wealth Management, LLC 0.05% Reduce -20.6% 12,597 $1.1M
E. Ohman J:or Asset Management AB 0.03% Reduce -25.6% 12,877 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -2.4% 12,810 $1.1M
Vident Advisory, LLC 0.01% Reduce -10.1% 12,772 $1.1M
Trust Co. of Vermont 0.05% Reduce -1.6% 12,754 $1.1M
Principal Securities, Inc. 0.02% Add +5.8% 12,735 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 12,734 $1.1M
Wbi Investments, LLC 0.29% New 12,728 $1.1M
Versor Investments LP 0.17% New 12,655 $1.1M
Ironwood Investment Management LLC 0.46% Add +0.3% 12,611 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.05% No change 12,560 $1.1M
Scotia Capital Inc. 0.00% Add +9.4% 12,459 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.5% 12,452 $1.1M
Richard Bernstein Advisors LLC 0.03% Reduce -9.2% 12,442 $1.1M
Metis Global Partners, LLC 0.03% Reduce -7.2% 12,399 $1.1M
Tealwood Asset Management Inc. 0.48% Reduce -21.7% 12,374 $1.1M
Bollard Group LLC 0.03% Add +0.3% 12,287 $1.1M
Trivant Custom Portfolio Group, LLC 0.61% Reduce -6.3% 12,088 $1.1M
Runnymede Capital Advisors, Inc. 0.61% New 12,088 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -7.7% 12,015 $1.0M
Ally Financial Inc. 0.13% No change 12,000 $1.0M
NewEdge Advisors, LLC 0.00% Add +6.1% 11,792 $1.0M
Hunter Associates Investment Management LLC 0.14% New 11,682 $1.0M
Rossmore Private Capital 0.09% Add +1.9% 11,744 $1.0M
Raiffeisen Bank International AG 0.01% Reduce -4.1% 11,583 $1.0M
Cresset Asset Management, LLC 0.00% Add +11.9% 11,654 $1.0M
Triangle Securities Wealth Management 0.21% Reduce -9.7% 11,614 $1.0M
Inceptionr LLC 0.28% Reduce -36.1% 11,536 $1.0M
Stevens Capital Management LP 0.35% New 11,528 $1.0M
OneDigital Investment Advisors LLC 0.01% Reduce -12.4% 11,428 $998K
Hillsdale Investment Management Inc. 0.03% Add +10.1% 11,340 $991K
Guinness Atkinson Asset Management Inc 0.47% Reduce -2.8% 11,259 $990K
Ostrum Asset Management 0.05% Reduce -24.9% 11,266 $984K
Principle Wealth Partners LLC 0.06% Add +0.1% 11,158 $975K
Lido Advisors, LLC 0.00% Add +12.9% 10,714 $974K
Neville Rodie & Shaw Inc. 0.07% Reduce -0.5% 11,108 $970K
Curi Capital, LLC 0.02% Add +108.9% 11,095 $969K
Bleakley Financial Group, LLC 0.02% New 11,081 $968K
MASTERINVEST Kapitalanlage GmbH 0.09% Add +25.8% 10,918 $961K
Holowesko Partners Ltd. 0.33% No change 10,900 $952K
Snowden Capital Advisors LLC 0.02% Reduce -2.3% 10,737 $938K
Sierra Legacy Group 0.69% Add +3.1% 10,705 $935K
Securian Asset Management, Inc. 0.04% Reduce -44.1% 10,597 $926K
Fifth Third Bancorp 0.00% Reduce -30.6% 10,591 $925K
Whittier Trust Co. 0.01% Reduce -9.6% 10,227 $919K
Mufg Securities Americas Inc. 0.06% Reduce -0.8% 10,499 $917K
Bridges Investment Management Inc. 0.01% No change 10,411 $909K
Kentucky Retirement Systems Insurance Trust Fund 0.06% No change 10,400 $908K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -0.8% 10,365 $905K
Centiva Capital, LP 0.05% New 10,261 $896K
Virtu Financial LLC 0.03% New 10,185 $890K
Lederer & Associates Investment Counsel 0.59% New 10,077 $880K
Rockland Trust Co. 0.03% Reduce -18.7% 10,000 $874K
Woodstock Corp. 0.07% Reduce -0.5% 9,959 $870K
Argent Trust Co 0.03% Reduce -9.5% 9,894 $864K
Cooper Financial Group 0.09% Reduce -0.9% 9,892 $864K
Florida Trust Wealth Management Co 0.02% Reduce -1.9% 9,872 $862K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 9,834 $859K
Kornitzer Capital Management Inc. 0.02% No change 9,684 $846K
Laird Norton Wetherby Trust Company, LLC 0.02% New 9,622 $840K
Ascent Wealth Partners, LLC 0.10% Add +0.2% 9,527 $832K
IMA Advisory Services, Inc. 0.08% Add +0.1% 9,514 $831K
Salem Investment Counselors Inc. 0.02% Add +20.9% 9,502 $830K
Azzad Asset Management Inc. 0.08% Add +1.6% 9,368 $818K
Graham Capital Management, L.P. 0.04% New 9,282 $811K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -5.2% 9,268 $810K
Concurrent Investment Advisors, LLC 0.01% Add +1.8% 9,247 $808K
Burney Co./ 0.03% Add +1.0% 9,226 $806K
Home Federal Bank of Tennessee 0.21% No change 9,176 $802K
Daymark Wealth Partners, LLC 0.03% Add +18.9% 9,150 $799K
Trust Co. of Toledo NA 0.08% Reduce -3.3% 9,055 $791K
&partners 0.00% Add +39.4% 9,025 $788K
Daiichi Life Insurance Co., Ltd. 0.02% No change 8,930 $780K
Turtle Creek Wealth Advisors, LLC 0.06% Reduce -16.0% 8,917 $779K
Monarch Capital Management Inc. 0.19% Reduce -1.4% 8,883 $776K
Sequoia Financial Advisors, LLC 0.00% Add +29.1% 8,813 $770K
Ballentine Partners, LLC 0.01% Add +48.2% 8,776 $767K
Larson Financial Group LLC 0.03% Add +15.3% 8,713 $761K
HighPoint Advisor Group LLC 0.02% Reduce -2.0% 8,655 $756K
Algert Global LLC 0.01% Reduce -72.6% 8,650 $756K
Vontobel Holding Ltd. 0.00% No change 8,598 $751K
Anchyra Partners LLC 0.23% — 8,492 $742K
Meiji Yasuda Asset Management Co Ltd. 0.04% New 8,455 $739K
Johnson Investment Counsel Inc. 0.01% Reduce -0.5% 8,439 $737K
Stratos Wealth Partners, LTD. 0.01% Add +4.4% 8,395 $733K
Waverly Advisors, LLC 0.01% Add +14.9% 8,373 $731K
Oppenheimer & Co. Inc. 0.01% Add +0.8% 8,321 $727K
Assetmark, Inc. 0.00% Add +61.2% 8,285 $724K
Arkadios Wealth Advisors 0.01% Add +12.5% 8,236 $719K
Dumont & Blake Investment Advisors LLC 0.17% No change 8,193 $716K
FineMark National Bank & Trust 0.02% Reduce -1.4% 8,182 $715K
NorthCrest Asset Manangement, LLC 0.02% Reduce -6.0% 7,810 $697K
Greenleaf Trust 0.01% Reduce -9.9% 7,967 $696K
Sivia Capital Partners, LLC 0.14% New 7,863 $687K
Vestcor Inc 0.02% No change 7,833 $684K
Sit Investment Associates Inc. 0.01% No change 7,680 $671K
Longfellow Investment Management Co. LLC 0.15% No change 7,608 $665K
Pring Turner Capital Group Inc. 0.41% No change 7,575 $662K
Cookson Peirce & Co. Inc. 0.03% Add +14.3% 7,561 $660K
Field & Main Bank 0.19% Reduce -0.7% 7,556 $660K
Frank, Rimerman Advisors LLC 0.04% New 7,550 $659K
Integrated Wealth Concepts LLC 0.01% Reduce -14.2% 7,543 $659K
Birch Hill Investment Advisors LLC 0.03% Reduce -11.7% 7,537 $658K
Krilogy Financial LLC 0.02% Reduce -19.1% 7,216 $654K
Curated Wealth Partners LLC 0.07% No change 7,440 $650K
Mgo One Seven LLC 0.01% Add +12.9% 7,423 $648K
Lee Danner & Bass Inc. 0.05% No change 7,410 $647K
Fire Capital Management LLC 0.32% No change 7,346 $642K
Quantitative Investment Management, LLC 0.06% Reduce -32.9% 7,332 $640K
EP Wealth Advisors, LLC 0.00% — 7,275 $635K
American National Bank & Trust 0.06% Add +10.6% 7,252 $633K
Diversified Trust Co. 0.01% Add +1.1% 7,230 $632K
Werlinich Asset Management, LLC 0.31% Add +0.3% 7,175 $631K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -30.3% 7,216 $630K
TD Private Client Wealth LLC 0.01% Add +28.1% 7,179 $627K
Woodline Partners LP 0.00% Add +184.3% 7,179 $627K
Ar Asset Management Inc. 0.13% No change 7,150 $625K
ICW Investment Advisors LLC 0.23% Add +2.5% 7,101 $620K
Marble Harbor Investment Counsel, LLC 0.07% No change 7,019 $613K
Eastern Bank 0.01% Reduce -5.7% 6,952 $607K
Gsa Capital Partners LLP 0.05% New 6,948 $607K
Romano Brothers and Company 0.07% Reduce -1.4% 6,936 $606K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.7% 6,935 $606K
Parallel Advisors, LLC 0.01% Reduce -7.3% 6,934 $606K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.9% 6,932 $606K
Apollon Wealth Management, LLC 0.01% Reduce -27.1% 6,907 $603K
Medallion Wealth Advisors, LLC 0.20% Add +0.0% 6,903 $603K
Benjamin Edwards Inc. 0.01% Add +21.8% 6,894 $602K
Quadrant Capital Group LLC 0.02% Reduce -1.0% 6,738 $589K
Waterford Advisors, LLC 0.23% No change 6,690 $584K
Glenview Trust Co 0.01% Reduce -4.2% 6,680 $583K
Rehmann Capital Advisory Group 0.03% Add +6.2% 6,656 $582K
Iron Gate Global Advisors LLC 0.06% No change 6,630 $579K
Vise Technologies, Inc. 0.01% Add +38.6% 6,567 $574K
Wedbush Securities Inc. 0.02% Add +2.7% 6,548 $572K
Williams Jones Wealth Management, LLC. 0.01% No change 6,509 $569K
Farther Finance Advisors, LLC 0.01% Add +121.4% 6,508 $569K
Quarry LP 0.10% New 6,495 $567K
Parsons Capital Management Inc. 0.03% Add +23.7% 6,475 $566K
Dark Forest Capital Management LP 0.03% Reduce -58.7% 6,470 $565K
UMB Bank, n.a. 0.01% Add +11.3% 6,446 $563K
GAMMA Investing LLC 0.03% Add +1.8% 6,426 $561K
Soltis Investment Advisors LLC 0.04% Add +8.1% 6,394 $559K
Auto-Owners Insurance Co 0.01% No change 6,393 $558K
Curbstone Financial Management Corp 0.11% No change 6,388 $558K
Park Avenue Securities LLC 0.00% Reduce -3.4% 6,275 $548K
Meeder Advisory Services, Inc. 0.02% Reduce -29.9% 6,254 $546K
Transcend Capital Advisors, LLC 0.04% Add +42.0% 6,231 $544K
Westhampton Capital, LLC 0.26% Reduce -0.1% 6,218 $543K
TCW Group Inc. 0.00% New 6,211 $543K
CENTRAL TRUST Co 0.01% No change 6,168 $539K
Penobscot Investment Management Company, Inc. 0.04% Reduce -2.5% 6,164 $538K
AlphaGrep UK Ltd 0.18% — 6,153 $537K
State of Wyoming 0.06% Reduce -10.2% 6,148 $537K
Means Investment Co., Inc. 0.05% Add +0.0% 6,143 $537K
Meridian Management Co. 0.13% No change 6,007 $525K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +159.7% 5,933 $518K
Allred Capital Management, LLC 0.19% No change 5,911 $516K
Mutual Advisors, LLC 0.01% Reduce -12.4% 5,890 $515K
Dearborn Partners LLC 0.03% No change 5,865 $512K
Volterra Technologies LP 0.52% Reduce -24.8% 5,767 $504K
Hartford Financial Management Inc. 0.13% Reduce -1.8% 5,711 $499K
Siemens Fonds Invest GmbH 0.03% No change 5,558 $489K
ELCO Management Co., LLC 0.31% Reduce -2.1% 5,589 $488K
Sage Capital Management, LLC 0.22% Reduce -70.0% 5,570 $487K
Quotient Wealth Partners, LLC 0.01% Reduce -4.4% 5,558 $486K
Aptus Capital Advisors, LLC 0.00% Add +1.3% 5,556 $485K
Wedmont Private Capital 0.02% Reduce -1.5% 5,434 $480K
Bull Street Advisors, LLC 0.22% No change 5,470 $478K
Caerus Investment Advisors, LLC 0.16% Add +117.8% 5,468 $478K
Simmons Bank 0.03% No change 5,380 $470K
Milestone Asset Management Group, LLC 0.26% Add +0.1% 5,370 $469K
Rothschild Investment LLC 0.03% Reduce -19.3% 5,359 $468K
Tema ETFs LLC 0.04% Reduce -0.2% 5,345 $467K
Callan Family Office, LLC 0.01% Reduce -0.8% 5,323 $465K
LBP Am SA 0.01% No change 5,321 $465K
AlphaCore Capital LLC 0.01% Add +92.8% 5,271 $460K
Freestone Capital Holdings, LLC 0.01% Reduce -9.8% 5,253 $459K
CX Institutional 0.01% Reduce -8.8% 5,248 $458K
StoneX Group Inc. 0.02% Reduce -0.9% 5,224 $456K
Stephens Inc. 0.01% Add +2.6% 5,222 $456K
Gabelli Funds LLC 0.00% Add +5.8% 5,200 $454K
Connable Office Inc. 0.04% No change 5,172 $452K
Optas, LLC 0.07% Add +5.1% 5,153 $450K
Cary Street Partners Financial LLC 0.01% Reduce -0.3% 5,148 $450K
Ingalls & Snyder LLC 0.02% Reduce -6.1% 5,141 $449K
Garrison Point Advisors, LLC 0.20% Reduce -3.6% 5,120 $447K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +44.4% 5,119 $447K
Global Retirement Partners, LLC 0.01% Add +124.8% 5,112 $447K
Investment Advisory Services Inc. /TX 0.14% Reduce -3.7% 5,105 $446K
Banque Transatlantique SA 0.01% Add +2.1% 5,086 $444K
Vancity Investment Management Ltd 0.06% Add +24.4% 5,044 $441K
Burling Wealth Partners, LLC 0.07% Reduce -43.1% 5,042 $440K
Citizens Financial Group Inc. 0.01% Reduce -4.1% 5,039 $440K
Guggenheim Capital LLC 0.00% Reduce -9.8% 4,997 $436K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -2.7% 4,988 $436K
Ausdal Financial Partners, Inc. 0.02% Reduce -18.4% 4,973 $434K
NewEdge Wealth, LLC 0.00% New 4,955 $433K
Montag A & Associates Inc. 0.02% Add +4.3% 4,954 $433K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -36.8% 4,938 $431K
Kingsview Wealth Management, LLC 0.01% Add +0.3% 4,928 $430K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.5% 4,926 $430K
Tocqueville Asset Management L.P. 0.01% No change 4,907 $429K
EverSource Wealth Advisors, LLC 0.02% Add +0.4% 4,906 $429K
MQS Management LLC 0.25% New 4,864 $425K
TD Waterhouse Canada Inc. 0.00% Add +4.0% 4,843 $423K
Exencial Wealth Advisors, LLC 0.01% Add +2.8% 4,819 $421K
Chicago Partners Investment Group LLC 0.01% Add +21.2% 4,625 $421K
Moors & Cabot, Inc. 0.02% Add +2.7% 4,741 $414K
Signaturefd, LLC 0.01% Reduce -2.0% 4,724 $413K
Valeo Financial Advisors, LLC 0.01% Add +4.0% 4,714 $412K
Core Wealth Partners LLC 0.18% No change 4,670 $408K
Intellectus Partners, LLC 0.08% Add +44.6% 4,601 $402K
Evolve Private Wealth, LLC 0.02% — 4,594 $401K
Prime Capital Investment Advisors, LLC 0.00% Reduce -8.7% 4,585 $401K
Beck Mack & Oliver LLC 0.01% Reduce -2.8% 4,582 $400K
Eventide Asset Management, LLC 0.01% Reduce -57.6% 4,536 $399K
Private Wealth Asset Management, LLC 0.04% No change 4,531 $396K
Everett Harris & Co. 0.00% No change 4,518 $395K
Atom Investors LP 0.03% Reduce -80.4% 4,492 $392K
Choate Investment Advisors 0.01% Reduce -2.6% 4,474 $391K
Valley Brook Capital Group, Inc. 0.26% Reduce -11.8% 4,470 $390K
Advisory Services Network, LLC 0.01% Reduce -4.7% 4,465 $390K
OpenArc Corporate Advisory, LLC 0.01% — 4,449 $389K
Excalibur Management Corp. 0.14% No change 4,435 $387K
Texas Bank & Trust Co 0.14% No change 4,400 $384K
Independent Financial Group, LLC 0.01% Add +9.9% 4,387 $383K
HBK Sorce Advisory LLC 0.01% Reduce -2.5% 4,257 $382K
WASHINGTON TRUST Co 0.01% Reduce -0.3% 4,378 $382K
Viewpoint Investment Partners Corp. 0.18% New 4,300 $376K
Supplemental Annuity Collective Trust of NJ 0.10% No change 4,300 $376K
V-Square Quantitative Management LLC 0.04% New 4,297 $375K
Drexel Morgan & Co. 0.06% No change 4,288 $375K
Beaumont Asset Management, L.L.C. 0.19% New 4,270 $373K
Hilltop Holdings Inc. 0.02% Reduce -4.6% 4,260 $372K
Fortress Private Ledger, LLC 0.12% Add +32.6% 4,247 $371K
Pointe Capital Management LLC 0.18% Reduce -2.9% 4,202 $367K
NorthRock Partners, LLC 0.01% Reduce -60.4% 4,162 $364K
Osmosis Investment Management UK Ltd 0.01% — 4,159 $363K
Sound View Wealth Advisors Group, LLC 0.02% Add +5.3% 4,144 $362K
Shakespeare Wealth Management, LLC 0.08% No change 4,142 $362K
Jefferies Financial Group Inc. 0.00% New 4,131 $361K
QSV Equity Investors LLC 0.53% Reduce -4.1% 4,129 $361K
Robertson Stephens Wealth Management, LLC 0.01% New 4,117 $360K
Fifth Third Wealth Advisors LLC 0.01% Add +1.6% 4,113 $359K
Verdence Capital Advisors LLC 0.02% Reduce -0.1% 4,093 $358K
GTS Securities LLC 0.01% New 4,066 $355K
Busey Bank 0.01% Add +6.7% 4,053 $354K
Checchi Capital Advisers, LLC 0.02% Add +0.3% 4,047 $353K
1ST Source Bank 0.02% Reduce -10.4% 4,045 $353K
Hancock Whitney Corp. 0.01% No change 4,036 $353K
Wendell David Associates Inc. 0.04% Reduce -22.9% 4,027 $352K
Patten & Patten Inc. 0.02% Add +14.4% 4,010 $350K
Knollwood Investment Advisory, LLC 0.03% No change 4,008 $350K
Brooklyn Investment Group 0.02% Add +65.2% 3,977 $350K
Bar Harbor Wealth Management 0.02% Reduce -0.7% 3,968 $347K
Philadelphia Trust Co. 0.02% No change 3,929 $343K
Atwood & Palmer Inc. 0.02% No change 3,925 $343K
Rialto Wealth Management, LLC 0.08% Add +0.0% 3,897 $340K
Radnor Capital Management, LLC 0.05% Reduce -3.5% 3,892 $340K
Beese Fulmer Investment Management, Inc. 0.02% New 3,886 $339K
Rexford Capital Inc. 0.26% Add +0.8% 3,861 $337K
Westpac Banking Corp. 0.02% No change 3,856 $337K
King Luther Capital Management Corp. 0.00% New 3,838 $335K
Fortune Financial Advisors, LLC 0.23% Add +0.0% 3,828 $334K
First Western Trust Bank 0.02% Reduce -22.6% 3,826 $334K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -2.9% 3,825 $334K
Cigna Investments Inc. 0.05% No change 3,824 $334K
Sovereign Financial Group, Inc. 0.06% Reduce -0.8% 3,823 $334K
Blueshift Asset Management, LLC 0.10% Reduce -47.8% 3,820 $334K
Shelton Capital Management 0.01% No change 3,766 $329K
Fiduciary Group, LLC 0.03% No change 3,738 $327K
Robinson Smith Wealth Advisors LLC 0.22% Reduce -1.7% 3,713 $324K
GAMCO Investors 0.00% No change 3,700 $323K
Boston Trust Walden Corp 0.00% No change 3,698 $323K
Ritholtz Wealth Management 0.01% Add +29.7% 3,680 $321K
LGT Group Foundation 0.00% Reduce -32.0% 3,606 $317K
DRW Securities, LLC 0.02% Add +25.5% 3,616 $316K
Grey Ledge Advisors, LLC 0.07% Add +0.4% 3,603 $315K
Wealthspire Advisors, LLC 0.00% Add +83.6% 3,601 $315K
Cullen/Frost Bankers, Inc. 0.00% Reduce -7.0% 3,588 $313K
Ameritas Investment Partners, Inc. 0.01% No change 3,577 $312K
Holderness Investments Co. 0.06% Reduce -2.0% 3,552 $310K
Fidelis Capital Partners, LLC 0.02% Add +3.1% 3,550 $310K
Mystic Asset Management, Inc. 0.07% Reduce -13.1% 3,549 $310K
Kintegral Advisory, LLC 0.03% Reduce -2.7% 3,542 $309K
Sterneck Capital Management, LLC 0.14% Add +14.0% 3,520 $307K
Profund Advisors LLC 0.01% Reduce -14.6% 3,516 $307K
Moody National Bank Trust Division 0.03% Reduce -35.3% 3,502 $306K
Menora Mivtachim Holdings LTD. 0.00% No change 3,500 $306K
BSW Wealth Partners 0.04% Reduce -14.9% 3,495 $305K
Addison Advisors LLC 0.07% Reduce -0.5% 3,460 $302K
VestGen Advisors, LLC 0.01% Add +57.4% 3,460 $302K
Great Diamond Partners, LLC 0.06% No change 3,447 $301K
Miller Financial Services LLC 0.35% Reduce -6.8% 3,445 $301K
Parcion Private Wealth LLC 0.02% Reduce -5.9% 3,435 $300K
Northwest Bancshares, Inc. 0.06% Reduce -2.1% 3,430 $300K
Americana Partners, LLC 0.01% No change 3,408 $298K
Bell Investment Advisors, Inc 0.05% Reduce -4.1% 3,407 $298K
Fruth Investment Management 0.08% No change 3,403 $297K
Farmers National Bank 0.07% No change 3,375 $295K
Ellevest, Inc. 0.04% Reduce -25.9% 3,375 $295K
Kraematon Investment Advisors, Inc. 0.23% Reduce -13.5% 3,364 $294K
Bokf, NA 0.00% Reduce -12.6% 3,347 $292K
Defined Wealth Management, LLC 0.17% Reduce -0.0% 3,337 $291K
Strategic Planning, Inc. 0.16% Reduce -4.7% 3,335 $291K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -83.2% 3,214 $291K
Howland Capital Management LLC 0.01% Add +2.2% 3,324 $290K
Aberdeen Wealth Management LLC 0.13% No change 3,299 $288K
First Citizens Bank & Trust Co. 0.01% Add +12.7% 3,283 $287K
Mather Group, Llc. 0.00% Add +12.8% 3,281 $287K
Resonant Capital Advisors, LLC 0.02% Reduce -13.5% 3,272 $286K
Composition Wealth, LLC 0.00% Add +4.2% 3,258 $285K
TCTC Holdings, LLC 0.01% No change 3,249 $284K
Phoenix Financial Ltd. 0.00% Add +23.8% 3,241 $283K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -9.0% 3,229 $282K
Kenora Financial, LLC 0.09% No change 3,222 $281K
Boyd Watterson Asset Management LLC 0.08% Add +4.0% 3,217 $281K
Foster & Motley Inc. 0.01% No change 3,218 $281K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -19.6% 3,164 $276K
J. Team Financial, Inc. 0.28% Add +5.0% 3,161 $276K
BTG Pactual Asset Management US LLC 0.03% New 3,153 $275K
PFG Investments, LLC 0.01% Reduce -10.9% 3,131 $274K
Founders Financial Securities LLC 0.02% Add +5.0% 3,130 $273K
nVerses Capital, LLC 0.61% — 3,129 $273K
First National Bank of Omaha 0.01% New 3,102 $273K
Ninety One North America, Inc. 0.01% Reduce -24.3% 3,122 $273K
Riversedge Advisors, LLC 0.04% Add +1.9% 3,120 $273K
Sage Mountain Advisors LLC 0.01% Reduce -19.5% 3,110 $272K
Rothschild Wealth LLC 0.03% New 3,098 $271K
HORAN Wealth, LLC 0.04% Add +0.1% 3,096 $270K
Forum Financial Management, LP 0.00% Reduce -8.3% 3,092 $270K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 2,991 $269K
Scientech Research LLC 0.17% New 3,073 $268K
Roundview Capital LLC 0.02% Reduce -74.4% 3,069 $268K
Journey Strategic Wealth LLC 0.01% Add +6.1% 3,047 $266K
IHT Wealth Management, LLC 0.01% Reduce -2.1% 3,045 $266K
St Germain D J Co. Inc. 0.01% Add +1.9% 3,044 $266K
Tower Bridge Advisors 0.03% Reduce -1.2% 3,034 $265K
Flagship Harbor Advisors, LLC 0.01% Add +11.2% 3,033 $265K
General Partner, Inc. 0.15% No change 3,029 $265K
Ancora Advisors LLC 0.01% Add +16.1% 3,023 $264K
Meridian Wealth Management, LLC 0.01% No change 3,021 $264K
Hazlett, Burt & Watson, Inc. 0.08% No change 3,012 $263K
Becker Capital Management Inc. 0.01% New 3,002 $262K
Corient IA LP 0.25% No change 3,000 $262K
Bleichroeder LP 0.05% No change 3,000 $262K
St. Louis Trust Co 0.03% No change 3,000 $262K
Systematic Financial Management LP 0.01% No change 3,000 $262K
Integrity Alliance, Llc. 0.01% Reduce -10.1% 2,988 $261K
Apella Capital, LLC 0.01% New 2,980 $260K
Advisor OS, LLC 0.02% Reduce -6.5% 2,965 $259K
Tiemann Investment Advisors, LLC 0.10% Reduce -1.7% 2,949 $258K
Boston Family Office LLC 0.02% Reduce -15.0% 2,942 $257K
Employees Retirement System of Texas 0.00% No change 2,947 $257K
CreativeOne Wealth, LLC 0.01% Reduce -4.8% 2,931 $256K
Copeland Capital Management, LLC 0.01% No change 2,926 $256K
Arq Wealth Advisors, LLC 0.07% Reduce -7.8% 2,916 $255K
NTV Asset Management LLC 0.03% Reduce -2.6% 2,912 $254K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,912 $254K
City Holding Co. 0.03% Reduce -19.9% 2,911 $254K
Ascent Group, LLC 0.01% New 2,910 $254K
Signature Wealth Management Partners, LLC 0.13% No change 2,910 $254K
JM2 Capital Inc. 0.20% — 2,902 $253K
Tritonpoint Wealth, LLC 0.03% Reduce -17.5% 2,890 $252K
Groupama Asset Managment 0.00% Reduce -9.4% 2,849 $249K
Magnetar Financial LLC 0.00% Reduce -64.4% 2,844 $248K
Wick Capital Partners, LLC 0.04% New 2,843 $248K
Caldwell Trust Co 0.02% Reduce -29.8% 2,833 $247K
Teza Capital Management LLC 0.79% New 2,826 $247K
Crestwood Advisors Group, LLC 0.00% Reduce -0.3% 2,822 $247K
S.A. Mason LLC 0.10% Add +0.0% 2,819 $246K
Heritage Wealth Management, Inc. 0.07% Reduce -6.6% 2,817 $246K
Forbes J M & Co. LLP 0.02% Reduce -0.1% 2,806 $245K
Fourpath Capital Management, LLC 0.03% No change 2,805 $245K
AE Wealth Management LLC 0.00% Reduce -5.2% 2,795 $244K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -48.6% 2,777 $243K
LMR Partners LLP 0.00% New 2,773 $242K
Aull & Monroe Investment Management Corp 0.12% No change 2,770 $242K
KOM Wealth Management Group, LLC 0.17% No change 2,765 $242K
Axxcess Wealth Management, LLC 0.00% Reduce -11.4% 2,762 $241K
Howard Capital Management, LLC 0.00% Add +0.5% 2,760 $241K
EntryPoint Capital, LLC 0.09% Reduce -57.3% 2,742 $240K
Kingswood Wealth Advisors, LLC 0.01% Add +3.6% 2,732 $239K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.7% 2,730 $238K
Mission Wealth Management, LP 0.00% Add +0.9% 2,728 $238K
Lowe Brockenbrough & Co. Inc. 0.01% Add +6.4% 2,727 $238K
Coldstream Capital Management Inc. 0.00% Reduce -1.9% 2,723 $238K
Legacy Trust 0.04% New 2,715 $237K
McDonald Partners LLC 0.07% Reduce -3.1% 2,702 $236K
Cyndeo Wealth Partners, LLC 0.01% Reduce -3.5% 2,695 $235K
Riverwater Partners LLC 0.09% Reduce -1.2% 2,692 $235K
Eagle Wealth Advisors LLC 0.20% — 2,685 $235K
Charter Oak Capital Management, LLC 0.02% Reduce -1.8% 2,684 $234K
Fullerton Fund Management Co Ltd. 0.01% New 2,683 $234K
LCM Capital Management Inc 0.11% Reduce -8.0% 2,670 $233K
Rwa Wealth Partners, LLC 0.00% Reduce -5.3% 2,653 $232K
Mengis Capital Management, Inc. 0.04% No change 2,650 $231K
Burke & Herbert Bank & Trust Co. 0.06% New 2,649 $231K
Maridea Wealth Management LLC 0.03% New 2,646 $231K
Montecito Bank & Trust 0.04% No change 2,640 $231K
New England Capital Financial Advisors LLC 0.09% Add +0.3% 2,637 $230K
SKY-Mountain Capital Management, Inc. 0.15% No change 2,540 $230K
Laurel Wealth Advisors LLC 0.03% New 2,630 $230K
Panagora Asset Management Inc. 0.00% No change 2,627 $229K
Colonial Trust Co / SC 0.03% Reduce -1.5% 2,616 $229K
Kuhn & Co Investment Counsel 0.15% New 2,609 $228K
Pure Financial Advisors, LLC 0.00% New 2,605 $228K
Bennett Selby Investments LP 0.07% Reduce -0.0% 2,605 $228K
Naples Global Advisors, LLC 0.02% No change 2,601 $227K
Patton Fund Management, Inc. 0.03% Add +8.5% 2,570 $224K
Courier Capital LLC 0.01% No change 2,566 $224K
CSS LLC 0.04% Add +75.3% 2,560 $224K
Founders Capital Management, LLC 0.03% No change 2,537 $222K
Essex Bank 0.05% No change 2,535 $221K
Keynote Financial Services LLC 0.12% No change 2,532 $221K
Stonebridge Capital Advisors LLC 0.02% Reduce -4.0% 2,526 $221K
Great Valley Advisor Group, Inc. 0.00% Reduce -0.2% 2,521 $220K
Dana Investment Advisors, Inc. 0.01% No change 2,520 $220K
PKS Advisory Services, LLC 0.05% Add +0.2% 2,513 $220K
Sterling Financial Planning, Inc. 0.07% No change 2,513 $220K
Leavell Investment Management, Inc. 0.01% No change 2,502 $219K
Essential Partners LLC 0.07% Reduce -9.2% 2,492 $218K
Flputnam Investment Management Co. 0.00% Reduce -2.6% 2,481 $217K
Fieldview Capital Management, LLC 0.04% New 2,477 $216K
Prospera Financial Services Inc 0.00% Reduce -0.6% 2,472 $216K
Kathmere Capital Management, LLC 0.01% New 2,464 $215K
Mountain Pacific Investment Advisers LLC 0.03% No change 2,455 $214K
Premier Path Wealth Partners, LLC 0.03% Reduce -16.1% 2,418 $211K
Farmers Trust Co. 0.03% Reduce -7.2% 2,417 $211K
Quadcap Wealth Management, LLC 0.02% New 2,412 $211K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -64.5% 2,387 $209K
PharVision Advisers, LLC 0.11% New 2,385 $208K
XTX Topco Ltd 0.01% Reduce -72.6% 2,385 $208K
MSH Capital Advisors LLC 0.04% Add +0.6% 2,376 $208K
Manning & Napier Advisors LLC 0.00% Reduce -2.2% 2,370 $207K
Claret Asset Management Corp 0.02% Reduce -0.3% 2,369 $207K
Enterprise Financial Services Corp 0.10% Add +4.8% 2,363 $206K
Legacy Wealth Partners, LLC 0.05% — 2,359 $206K
Capital Advantage, Inc. 0.03% No change 2,355 $206K
Wellington Shields & Co., LLC 0.05% Add +12.1% 2,346 $205K
Sentry LLC 0.06% No change 2,341 $205K
LMCG Investments, LLC 0.01% No change 2,341 $204K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.6% 2,339 $204K
Diversify Advisory Services, LLC 0.01% Add +0.6% 2,257 $203K
Sky Investment Group LLC 0.03% Add +0.3% 2,326 $203K
Savvy Advisors, Inc. 0.01% Reduce -27.8% 2,317 $202K
Smartleaf Asset Management LLC 0.01% Add +5.7% 2,295 $202K
U.S. Capital Wealth Advisors, LLC 0.01% New 2,312 $202K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +1.2% 2,311 $202K
Donaldson Capital Management, LLC 0.01% No change 2,309 $202K
Douglas Lane & Associates, LLC 0.00% Add +2.7% 2,308 $202K
Washington Trust Advisors, Inc. 0.02% No change 2,300 $201K
Icon Wealth Advisors, LLC 0.01% Add +7.8% 2,260 $201K
FAS Wealth Partners, Inc. 0.01% New 2,295 $200K
Silicon Valley Capital Partners 0.02% No change 2,272 $198K
Compagnie Lombard Odier SCmA 0.00% New 2,268 $198K
International Assets Investment Management, LLC 0.01% New 2,161 $189K
Penserra Capital Management LLC 0.00% Reduce -1.4% 2,168 $188K
GHP Investment Advisors, Inc. 0.01% Reduce -3.9% 2,083 $182K
Caitong International Asset Management Co., Ltd 0.04% Add +61.8% 1,913 $167K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,850 $162K
Deseret Mutual Benefit Administrators 0.07% Add +6.4% 1,840 $161K
SouthState Bank Corp 0.01% Reduce -0.1% 1,828 $160K
Broadwater Capital Management LLC 0.12% No change 1,822 $159K
Centaurus Financial, Inc. 0.01% Reduce -1.8% 1,795 $157K
Colonial Trust Advisors 0.01% Reduce -2.8% 1,720 $150K
Arax Advisory Partners 0.00% Reduce -94.0% 1,678 $147K
Ares Financial Consulting, LLC 0.14% — 1,633 $143K
Smithfield Trust Co 0.01% No change 1,660 $142K
Trust Co 0.01% New 1,625 $142K
Citizens National Bank Trust Department 0.02% No change 1,610 $141K
Basecamp Wealth Advisors LLC 0.03% — 1,590 $139K
Geneos Wealth Management Inc. 0.00% Reduce -2.0% 1,584 $138K
Bank of New Hampshire 0.03% No change 1,579 $138K
Evelyn Partners Investment Management LLP 0.00% Add +39.0% 1,565 $137K
Harbor Investment Advisory, LLC 0.01% Reduce -5.0% 1,546 $135K
Adirondack Trust Co. 0.04% Reduce -5.6% 1,541 $135K
Sentry Investment Management LLC 0.09% No change 1,528 $133K
Asset Dedication, LLC 0.01% Reduce -14.8% 1,503 $131K
Exchange Traded Concepts, LLC 0.00% Add +19.4% 1,473 $129K
Parkside Financial Bank & Trust 0.01% Add +12.2% 1,468 $128K
Blue Trust, Inc. 0.00% Reduce -14.7% 1,455 $127K
Manchester Capital Management LLC 0.02% Reduce -1.4% 1,450 $127K
Covestor Ltd 0.07% Add +4.2% 1,442 $126K
Financial Consulate, Inc. 0.02% Add +1.2% 1,438 $126K
Leonteq Securities AG 0.01% Add +28.6% 1,432 $125K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -1.7% 1,407 $123K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,366 $119K
North Star Investment Management Corp. 0.01% Add +2.5% 1,365 $119K
Crewe Advisors LLC 0.01% No change 1,351 $118K
Quent Capital, LLC 0.01% Reduce -1.7% 1,298 $113K
Resources Management Corp. /CT/ 0.01% Reduce -3.7% 1,290 $113K
Wealth Preservation Advisors, LLC 0.06% No change 1,291 $113K
Cromwell Holdings LLC 0.06% No change 1,285 $112K
Caldwell Sutter Capital, Inc. 0.05% No change 1,266 $111K
Steph & Co. 0.03% No change 1,261 $110K
CVA Family Office, LLC 0.01% Add +0.2% 1,260 $110K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -1.9% 1,237 $108K
Webster Bank, N. A. 0.01% Reduce -5.7% 1,233 $108K
Hantz Financial Services, Inc. 0.00% Reduce -18.4% 1,222 $107K
Anchor Investment Management, LLC 0.01% No change 1,213 $106K
CYBER HORNET ETFs LLC 0.06% Add +5.7% 1,165 $102K
Parvin Asset Management, LLC 0.08% No change 1,112 $97K
Ulland Investment Advisors, LLC 0.08% No change 1,113 $97K
Bangor Savings Bank 0.01% Reduce -13.4% 1,101 $96K
Ramirez Asset Management, Inc. 0.01% No change 1,100 $96K
Harbour Investments, Inc. 0.00% Reduce -46.5% 1,066 $93K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,041 $91K
First Financial Corp. 0.03% Reduce -3.3% 1,037 $91K
Versant Capital Management, Inc 0.01% Add +54.7% 1,032 $90K
Gen-Wealth Partners Inc 0.03% No change 1,025 $90K
Cherry Tree Wealth Management, LLC 0.02% No change 1,011 $88K
1015 Capital Partners, LLC 0.09% — 1,009 $88K
Hanson & Doremus Investment Management 0.01% Reduce -9.1% 997 $87K
Capital Analysts, LLC 0.00% Add +0.1% 989 $87K
Estabrook Capital Management 0.01% No change 982 $86K
Grove Bank & Trust 0.01% No change 958 $84K
MV Capital Management, Inc. 0.01% Add +0.2% 905 $79K
Intact Investment Management Inc. 0.00% New 900 $79K
Evelyn Partners Investment Management Services Ltd 0.01% Add +1.9% 878 $77K
Toth Financial Advisory Corp. 0.01% No change 835 $73K
JTC Employer Solutions Trustee Ltd 0.00% No change 822 $72K
Evermay Wealth Management LLC 0.01% No change 822 $72K
Piscataqua Savings Bank 0.05% No change 822 $72K
Brown, Lisle/Cummings, Inc. 0.02% Add +5.7% 820 $72K
Independence Bank of Kentucky 0.01% No change 811 $71K
Clearstead Trust, LLC 0.01% No change 805 $70K
Aventura Private Wealth, LLC 0.02% Reduce -35.2% 769 $67K
Sawyer & Company, Inc 0.02% No change 750 $66K
ESL Trust Services, LLC 0.01% No change 750 $66K
Chesapeake Asset Management LLC 0.05% Add +0.4% 750 $66K
Pacifica Partners Inc. 0.03% No change 741 $65K
Costello Asset Management, INC 0.02% Add +0.1% 728 $64K
First Horizon Corp. 0.00% Reduce -21.2% 727 $64K
Mark Sheptoff Financial Planning, LLC 0.03% No change 724 $63K
Bellevue Asset Management, LLC 0.02% No change 716 $63K
Zions Bancorporation, National Association 0.00% Add +70.3% 712 $62K
Spire Wealth Management 0.00% Add +1.0% 705 $62K
OAKMONT Corp 0.01% No change 705 $62K
Strengthening Families & Communities, LLC 0.02% Add +0.1% 702 $61K
Indiana Trust & Investment Management Co 0.02% No change 676 $59K
CoreCap Advisors, LLC 0.00% Reduce -0.3% 675 $59K
Acima Private Wealth, LLC 0.02% No change 650 $57K
Hoertkorn Richard Charles 0.02% No change 640 $56K
Center for Financial Planning, Inc. 0.01% No change 635 $55K
City State Bank 0.01% Reduce -13.8% 624 $55K
DHJJ Financial Advisors, Ltd. 0.02% No change 620 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +46.2% 620 $54K
Wealth Enhancement Trust Services, Inc. 0.01% — 620 $54K
Basepoint Wealth LLC 0.03% New 601 $53K
Evelyn Partners Asset Management Ltd 0.01% No change 599 $52K
WPG Advisers, LLC 0.04% Add +29.6% 595 $52K
Key Financial Inc 0.01% No change 578 $50K
Summit Securities Group LLC 0.01% Reduce -14.5% 578 $50K
SBI Securities Co., Ltd. 0.00% Reduce -14.5% 568 $50K
MCF Advisors LLC 0.00% Add +766.1% 563 $49K
True Wealth Design, LLC 0.01% Reduce -34.9% 553 $48K
DV Equities, LLC 0.01% — 544 $48K
Bullock Wealth Management Group 0.02% — 538 $47K
Hilltop National Bank 0.01% No change 518 $45K
Monetary Management Group Inc. 0.01% No change 509 $44K
Quaker Wealth Management, LLC 0.01% Add +0.8% 502 $44K
Cypress Capital Management LLC (WY) 0.04% No change 500 $44K
DV Trading LLC 0.00% — 500 $44K
JFS Wealth Advisors, LLC 0.00% Add +25.1% 499 $44K
First Command Advisory Services, Inc. 0.00% Add +8.3% 485 $42K
Elyxium Wealth, LLC 0.01% New 481 $42K
Creative Financial Designs Inc. 0.00% Add +0.2% 477 $42K
Gables Capital Management Inc. 0.02% No change 475 $41K
CoreFirst Bank & Trust 0.02% Reduce -24.1% 473 $41K
Capital Advisors, Ltd. LLC 0.00% No change 470 $41K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -8.3% 464 $41K
JNBA Financial Advisors 0.00% No change 454 $40K
South Plains Financial, Inc. 0.02% New 449 $39K
First Community Trust NA 0.03% No change 436 $38K
Vision Retirement, LLC 0.01% — 428 $37K
ORG Partners LLC 0.01% Add +202.1% 426 $37K
Financial Network Wealth Advisors LLC 0.04% No change 414 $36K
Group One Trading LLC 0.00% New 409 $36K
MTM Investment Management, LLC 0.01% No change 408 $36K
Board of the Pension Protection Fund 0.03% New 400 $35K
Boreal Capital Management LLC 0.03% No change 400 $35K
Wellington Shields Capital Management, LLC 0.01% No change 400 $35K
Keating Financial Advisory Services, Inc. 0.00% — 399 $35K
TFC Financial Management, Inc. 0.00% No change 397 $35K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 396 $35K
SageView Advisory Group, LLC 0.00% New 395 $35K
MidFirst Bank 0.00% — 395 $35K
SJS Investment Consulting Inc. 0.00% Add +16.3% 386 $34K
Reflection Asset Management 0.02% — 384 $34K
Kohmann Bosshard Financial Services, LLC 0.00% New 382 $33K
Motco 0.00% No change 378 $33K
Orion Capital Management LLC 0.01% No change 375 $33K
Community Bank, N.A. 0.00% Reduce -6.3% 375 $33K
Elevation Wealth Partners, LLC 0.01% New 371 $32K
Flagship Wealth Advisors, LLC 0.01% No change 368 $32K
Meramec Financial Planners, LLC 0.01% — 345 $31K
Paladin Advisory Group, LLC 0.02% No change 353 $31K
Westside Investment Management, Inc. 0.00% Add +2.1% 343 $30K
Pinnacle Bancorp, Inc. 0.01% Add +8.5% 346 $30K
Lanark Financial, Inc. 0.00% Reduce -30.6% 345 $30K
Oakworth Capital, Inc. 0.00% No change 343 $30K
American Capital Advisory, LLC 0.01% Reduce -1.2% 342 $30K
Ransom Advisory, Ltd 0.01% No change 336 $29K
Valley National Advisers Inc. 0.00% Add +2.8% 332 $29K
Root Financial Partners, LLC 0.00% Add +15.1% 328 $29K
Loomis Sayles & Co. L P 0.00% Reduce -3.9% 323 $28K
Prestige Wealth Management Group LLC 0.01% No change 322 $28K
Intelligent Financial Strategies 0.01% No change 316 $28K
Garton & Associates Financial Advisors LLC 0.02% — 311 $27K
Abound Wealth Management 0.01% Reduce -9.9% 308 $27K
United Community Bank 0.01% Reduce -2.6% 305 $27K
Camelot Portfolios, LLC 0.02% New 300 $26K
Old Second National Bank of Aurora 0.01% No change 300 $26K
Investment Research & Advisory Group, Inc. 0.01% Reduce -77.4% 290 $26K
Missouri Trust & Investment Co 0.01% No change 295 $26K
Fortitude Family Office, LLC 0.01% Reduce -20.6% 293 $26K
Golden State Wealth Management, LLC 0.00% No change 289 $25K
Pinnacle Wealth Planning Services, Inc. 0.00% New 288 $25K
First United Bank & Trust 0.01% No change 275 $24K
GW&K Investment Management, LLC 0.00% Add +7.3% 280 $24K
Activest Wealth Management 0.00% Add +690.9% 261 $23K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -1.1% 260 $23K
Kelleher Financial Advisors 0.01% No change 253 $22K
Measured Wealth Private Client Group, LLC 0.01% No change 251 $22K
Cetera Trust Company, N.A 0.01% No change 250 $22K
Mascoma Wealth Management LLC 0.00% Reduce -16.7% 250 $22K
Concord Wealth Partners 0.00% No change 250 $22K
Consultiva Wealth Management, Corp. 0.06% No change 245 $21K
Acumen Wealth Advisors, LLC 0.01% — 240 $21K
Plante Moran Financial Advisors, LLC 0.00% Reduce -24.3% 237 $21K
Global X Japan Co., Ltd. 0.00% Add +171.3% 236 $21K
Crews Bank & Trust 0.00% No change 235 $21K
Central Pacific Bank - Trust Division 0.00% No change 235 $21K
Fideuram Asset Management (Ireland) dac 0.00% — 222 $20K
Bravera Wealth 0.01% — 230 $20K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 230 $20K
DT Investment Partners, LLC 0.00% No change 227 $20K
NFSG Corp 0.00% Reduce -28.4% 222 $19K
Physician Wealth Advisors, Inc. 0.00% Reduce -34.8% 221 $19K
Curat Global, LLC 0.02% No change 217 $19K
Clayton Financial Group LLC 0.01% No change 216 $19K
Birchbrook, Inc. 0.01% No change 212 $19K
Sunbelt Securities, Inc. 0.00% Reduce -9.0% 203 $18K
TD Capital Management LLC 0.00% Add +0.5% 202 $18K
Olistico Wealth, LLC 0.01% New 200 $17K
Barrett & Company, Inc. 0.01% No change 200 $17K
Red Tortoise LLC 0.01% No change 198 $17K
Nemes Rush Group LLC 0.00% Reduce -33.7% 197 $17K
Hara Capital LLC 0.01% No change 195 $17K
West Branch Capital LLC 0.00% Reduce -17.2% 192 $17K
Salomon & Ludwin, LLC 0.00% Reduce -1.1% 188 $17K
Entrust Financial LLC 0.01% — 187 $16K
Meeder Asset Management Inc. 0.00% Add +217.2% 184 $16K
Financial Perspectives, Inc 0.00% No change 180 $16K
Chilton Capital Management LLC 0.00% Reduce -24.8% 179 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +311.6% 177 $16K
Sound Income Strategies, LLC 0.00% Add +20.3% 172 $15K
Highline Wealth Partners LLC 0.00% Reduce -3.3% 176 $15K
Glen Eagle Advisors, LLC 0.00% Add +13.0% 174 $15K
Cedar Mountain Advisors, LLC 0.00% No change 173 $15K
Tompkins Financial Corp. 0.00% No change 167 $15K
Tanglewood Legacy Advisors, LLC 0.01% No change 167 $15K
Cranbrook Wealth Management, LLC 0.00% No change 162 $14K
Merrithew & Thorsten Inc 0.01% — 163 $14K
Rachor Investment Advisory Services, LLC 0.01% — 160 $14K
Optima Capital LLC 0.01% New 160 $14K
Johnson Financial Group, Inc. 0.00% Add +95.1% 158 $14K
Archer Investment Corp 0.00% Reduce -41.1% 155 $14K
Walsh & Associates, LLC 0.01% — 150 $13K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $13K
CNB Bank 0.01% No change 141 $12K
Frazier Financial Advisors, LLC 0.01% Add +0.7% 140 $12K
Armstrong Advisory Group, Inc. 0.00% No change 138 $12K
Turning Point Benefit Group, Inc. 0.01% Reduce -2.2% 135 $12K
Clean Yield Group 0.00% Reduce -16.8% 134 $12K
Kemnay Advisory Services Inc. 0.00% New 123 $11K
Sittner & Nelson, LLC 0.00% No change 118 $11K
Garner Asset Management Corp 0.00% New 119 $10K
Dorato Capital Management 0.01% — 110 $10K
CGC Financial Services, LLC 0.00% No change 110 $10K
Rosenberg Matthew Hamilton 0.00% No change 107 $9K
Swiss Re Ltd. 0.00% — 104 $9K
CKW Financial Group 0.00% No change 103 $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
Global Wealth Strategies & Associates 0.00% No change 100 $9K
Lavaca Capital LLC 0.00% Reduce -40.8% 100 $9K
CBIZ Investment Advisory Services, LLC 0.00% New 100 $9K
SHP Wealth Management 0.00% — 100 $9K
Duncker Streett & Co. Inc. 0.00% No change 97 $8K
Family CFO Inc 0.00% New 93 $8K
Coastline Trust Co 0.00% No change 90 $8K
Park Place Capital Corp 0.00% No change 86 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 86 $8K
Signature Equity Partners, LLC 0.00% — 85 $7K
Howard Hughes Medical Institute 0.00% Reduce -1.2% 84 $7K
Front Row Advisors LLC 0.00% No change 80 $7K
High Note Wealth, LLC 0.00% Reduce -1.2% 80 $7K
BOK Financial Private Wealth, Inc. 0.00% No change 80 $7K
Rossby Financial, LCC 0.00% Add +64.6% 79 $7K
Wilkerson Advisory Group LLC 0.00% — 78 $7K
LFA - Lugano Financial Advisors SA 0.00% No change 75 $7K
Fourth Dimension Wealth, LLC 0.00% No change 72 $6K
Cornerstone Financial Management LLC 0.01% — 71 $6K
LGT Financial Advisors LLC 0.04% Add +1.4% 71 $6K
Cornerstone Planning Group LLC 0.00% Reduce -62.9% 69 $6K
Legacy Bridge, LLC 0.00% New 67 $6K
Holos Integrated Wealth LLC 0.00% No change 60 $5K
MidAtlantic Capital Management, Inc. 0.00% New 60 $5K
1 North Wealth Services LLC 0.00% New 60 $5K
Cape Investment Advisory, Inc. 0.00% No change 60 $5K
Millstone Evans Group, LLC 0.00% No change 59 $5K
Tower View Wealth Management LLC 0.00% New 59 $5K
Provenance Wealth Advisors, LLC 0.00% No change 58 $5K
Transamerica Financial Advisors, LLC 0.00% Reduce -43.7% 58 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +85.7% 65 $5K
Accordant Advisory Group Inc 0.00% Reduce -69.1% 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% No change 55 $5K
Sachetta, LLC 0.00% Add +85.7% 52 $5K
Ankerstar Wealth, LLC 0.00% — 50 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 50 $4K
Pension & Wealth Management Advisors, Inc. 0.00% New 50 $4K
Purpose Unlimited Inc. 0.00% — 50 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 49 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -18.3% 49 $4K
Financial Gravity Asset Management, Inc. 0.00% No change 48 $4K
Aspect Partners, LLC 0.00% Add +20.5% 47 $4K
Private Wealth Management Group, LLC 0.00% Reduce -56.6% 46 $4K
Hoey Investments, Inc. 0.00% No change 46 $4K
Avion Wealth 0.00% Reduce -26.5% 50 $4K
Torren Management, LLC 0.00% — 45 $4K
S&T Bank 0.00% Reduce -11.8% 45 $4K
McIlrath & Eck, LLC 0.00% No change 45 $4K
Kilter Group LLC 0.00% Add +193.3% 44 $4K
Lodestone Wealth Management LLC 0.00% New 43 $4K
Y.D. More Investments Ltd 0.00% New 13,626 $4K
Peoples Financial Services Corp. 0.00% No change 40 $3K
Inlight Wealth Management, LLC 0.00% No change 40 $3K
Dunhill Financial, LLC 0.00% Add +8.6% 38 $3K
Fortis Group Advisors, LLC 0.00% No change 38 $3K
Abound Financial, LLC 0.00% New 37 $3K
Westend Capital Management, LLC 0.00% No change 33 $3K
Harbor Asset Planning, Inc. 0.00% No change 32 $3K
Graney & King, LLC 0.00% Reduce -50.8% 31 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +42.9% 30 $3K
BankPlus Trust Department 0.00% No change 29 $3K
Financial Freedom, LLC 0.00% No change 28 $2K
GPS Wealth Strategies Group, LLC 0.00% Reduce -92.9% 28 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -6.7% 28 $2K
Pinney & Scofield, Inc. 0.00% No change 27 $2K
PFS Partners, LLC 0.00% No change 27 $2K
Pacific Center for Financial Services 0.00% No change 25 $2K
Murphy & Mullick Capital Management Corp 0.00% Reduce -57.4% 26 $2K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 26 $2K
Spurstone Advisory Services, LLC 0.03% No change 25 $2K
Creative Capital Management Investments LLC 0.00% No change 24 $2K
Navigoe, LLC 0.00% No change 25 $2K
Godfrey Financial Associates, Inc. 0.00% — 21 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
Security National Bank 0.00% No change 21 $2K
Truvestments Capital LLC 0.00% No change 21 $2K
Hollencrest Capital Management 0.00% New 20 $2K
Sfam, LLC 0.00% — 20 $2K
Asset Planning,Inc 0.00% No change 20 $2K
Eq Wealth Advisors, LLC 0.00% New 20 $2K
Dogwood Wealth Management LLC 0.00% Reduce -13.0% 20 $2K
Redmont Wealth Advisors LLC 0.00% No change 19 $2K
Principia Wealth Advisory, LLC 0.00% Add +5.9% 18 $2K
Valued Wealth Advisors LLC 0.00% No change 17 $1K
Gilpin Wealth Management, LLC 0.00% — 16 $1K
Sunrise Financial Services, LLC 0.00% — 15 $1K
Bogart Wealth, LLC 0.00% Reduce -33.3% 14 $1K
Atlas Capital Advisors Inc. 0.00% — 14 $1K
Wealth Watch Advisors, INC 0.00% Add +62.5% 13 $1K
Retirement Wealth Solutions LLC 0.00% Add +9.1% 12 $1K
Fairscale Capital, LLC 0.00% No change 12 $1K
Game Plan Financial Advisors, LLC 0.00% No change 12 $1K
HFM Investment Advisors, LLC 0.00% Add +12.5% 9 $787
Core Alternative Capital 0.00% Reduce -60.9% 9 $786
Bare Financial Services, Inc 0.00% Reduce -88.1% 8 $699
Towne Trust Company, N.A 0.00% No change 6 $524
Battery Global Advisors, LLC 0.00% Add +222.7% 71 $509
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $480
Luken Investment Analytics, LLC 0.00% New 5 $437
North Ridge Wealth Advisors, Inc. 0.00% No change 5 $437
Nvwm, LLC 0.00% Reduce -50.0% 5 $437
Beaird Harris Wealth Management, LLC 0.00% No change 5 $404
Seneschal Advisors, LLC 0.00% No change 4 $350
Fairman Group, LLC 0.00% Reduce -50.0% 4 $349
Hilton Head Capital Partners, LLC 0.00% — 4 $349
AdvisorNet Financial, Inc 0.00% Reduce -50.0% 4 $349
DecisionPoint Financial, LLC 0.00% No change 3 $263
Davis Capital Management 0.00% Reduce -25.0% 3 $262
Financial Management Professionals, Inc. 0.00% New 3 $262
Stone House Investment Management, LLC 0.00% New 3 $262
Rakuten Securities, Inc. 0.00% No change 2 $175
Reyes Financial Architecture, Inc. 0.00% New 2 $175
Redwood Park Advisors LLC 0.00% Reduce -92.9% 2 $175
NorthAvenue LLC 0.00% — 2 $175
Hughes Financial Services, LLC 0.00% Reduce -60.0% 2 $175
Winnacle Wealth LLC 0.00% No change 1 $88
Jessup Wealth Management, Inc 0.00% New 1 $87
Westfuller Advisors, LLC 0.00% No change 1 $55

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