Otis WorldwideOTIS

13F holders, Q1 2026 (March 31)
1,244holders −67
86new positions
160sold out
12famous investors
$77.21avg. 13F price*

At the end of Q1 2026, 1,244 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 67 from Q4 2025. 86 opened new positions and 160 sold out. The largest holders were BlackRock, Inc. ($2.5B), Vanguard Capital Management LLC ($1.9B) and Vanguard Portfolio Management LLC ($1.5B). 12 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions86$89.2M
Exits160$195.9M

All 13F filers, Q4 2025 → Q1 2026: 39,353,526 shares bought and 78,086,733 shares sold, net −38,733,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,244 holders

BlackRock, Inc. 0.04% Reduce -4.0% 32,220,840 $2.5B
Vanguard Capital Management LLC 0.05% — 25,256,005 $1.9B
Vanguard Portfolio Management LLC 0.08% — 19,701,892 $1.5B
State Street Corp. 0.04% Add +0.5% 16,201,503 $1.2B
Morgan Stanley 0.06% Add +2.2% 12,959,312 $998.9M
Geode Capital Management, LLC 0.06% Add +15.4% 12,451,330 $964.0M
Franklin Resources Inc. 0.22% Add +46.9% 11,520,956 $888.0M
T. Rowe Price Associates Inc. 0.08% Add +1393.0% 8,839,030 $681.3M
FMR LLC 0.03% Add +197.2% 7,979,132 $615.0M
Massachusetts Financial Services Co. 0.20% Add +11.1% 7,600,270 $597.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.30% Add +25.8% 5,892,021 $454.2M
Fiera Capital Corp 1.28% Reduce -3.0% 4,866,896 $375.1M
PineStone Asset Management Inc. 2.43% Reduce -4.0% 4,493,882 $346.4M
BLS Capital Fondsmaeglerselskab A/S 11.51% Reduce -6.2% 4,388,045 $338.2M
Alliancebernstein L.P. 0.11% Reduce -74.8% 3,825,492 $334.2M
Northern Trust Corp. 0.04% Reduce -0.9% 4,057,905 $312.8M
Invesco Ltd. 0.03% Add +1.7% 3,970,129 $306.0M
Van Eck Associates Corp. 0.23% Reduce -0.9% 3,968,097 $305.9M
JPMorgan Chase & Co. 0.02% Reduce -37.8% 3,755,316 $286.6M
Wellington Management Group LLP 0.05% Reduce -2.5% 3,521,461 $271.4M
D. E. Shaw & Co. 0.23% Add +13.1% 3,454,928 $266.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +10.7% 3,310,369 $255.2M
Canada Pension Plan Investment Board 0.16% Add +444.4% 3,260,413 $251.3M
Goldman Sachs Group Inc. 0.03% Add +29.1% 2,951,603 $227.5M
Capital Research Global Investors 0.03% Add +1.0% 2,872,894 $221.4M
CIBC Bancorp USA Inc. 0.30% — 2,864,227 $220.8M
Bank of New York Mellon Corp 0.04% Add +4.0% 2,848,482 $219.6M
Fundsmith 1.64% Reduce -12.2% 2,731,635 $210.6M
Legal & General Group Plc 0.05% Reduce -0.7% 2,713,920 $209.2M
Clearbridge Investments, LLC 0.18% Add +141.3% 2,691,181 $207.4M
Bank of America Corp. 0.01% Reduce -14.3% 2,639,555 $203.5M
Canoe Financial LP 2.57% Reduce -12.1% 2,450,336 $188.9M
Charles Schwab Investment Management Inc. 0.03% Add +3.2% 2,448,568 $188.7M
Schroder Investment Management Group 0.15% Add +7.3% 2,443,406 $186.5M
Guinness Asset Management LTD 3.12% Add +10.7% 2,346,092 $180.8M
Vanguard Fiduciary Trust Co. 0.04% — 2,189,166 $168.7M
Primecap Management Co. 0.13% Reduce 0.0% 2,092,560 $161.3M
Dimensional Fund Advisors LP 0.03% Add +4.5% 1,969,372 $151.8M
Two Sigma Investments, LP 0.13% Add +237.4% 1,937,436 $149.3M
Amundi 0.04% Reduce -6.5% 1,886,423 $145.4M
USS Investment Management Ltd 0.58% Add +3.8% 1,767,235 $136.2M
Renaissance Technologies 0.20% Add +30.4% 1,691,200 $130.4M
Bank of Montreal 0.05% Add +44.0% 1,546,315 $119.2M
Deutsche Bank AG 0.04% Reduce -17.4% 1,520,477 $117.2M
AQR Capital Management 0.05% Reduce -33.6% 1,517,933 $115.8M
Russell Investments Group, Ltd. 0.12% Add +1.6% 1,433,927 $110.5M
Pictet Asset Management Holding SA 0.11% Add +46.9% 1,384,014 $106.7M
Squarepoint Ops LLC 0.23% Reduce -35.8% 1,381,044 $106.5M
Lazard Freres Gestion S.A.S. 2.04% Add +2.4% 1,340,964 $103.4M
Jacobs Levy Equity Management, Inc. 0.43% Add +6.2% 1,337,699 $103.1M
UBS Group AG 0.02% Reduce -35.1% 1,240,822 $95.6M
Arrowstreet Capital, Limited Partnership 0.05% Add +68.2% 1,217,914 $93.9M
Nuveen, LLC 0.02% Add +37.0% 1,177,388 $90.8M
Scharf Investments, LLC 2.77% Add +1.9% 1,166,569 $89.9M
Nomura Asset Management International Inc. 0.15% Reduce -50.9% 1,155,585 $89.1M
Swiss National Bank 0.05% Add +6.3% 1,143,643 $88.2M
London Co. of Virginia 0.53% Reduce -39.2% 1,121,660 $86.5M
Qube Research & Technologies Ltd 0.12% Reduce -27.0% 1,087,124 $83.8M
Independent Franchise Partners LLP 0.54% Reduce -5.8% 1,002,284 $77.3M
Fundsmith Investment Services LTD. 1.69% Reduce -22.8% 966,787 $74.5M
Citigroup Inc. 0.05% Reduce -8.8% 949,087 $73.2M
FIFTHDELTA Ltd 9.86% Add +21.8% 927,190 $71.5M
Voloridge Investment Management, LLC 0.28% Reduce -31.9% 919,733 $70.9M
Man Group plc 0.14% Reduce -31.1% 875,464 $67.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +13.4% 866,892 $66.8M
Barclays PLC 0.02% Reduce -25.5% 855,533 $65.9M
Vanguard Global Advisers, LLC 0.04% — 851,242 $65.6M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -5.8% 832,132 $64.1M
Royal Bank of Canada 0.01% Reduce -19.4% 803,388 $61.9M
Citadel Advisors 0.04% Reduce -9.4% 786,128 $60.6M
Brown Brothers Harriman & Co. 0.32% Reduce -36.0% 778,135 $60.0M
ExodusPoint Capital Management, LP 0.59% Add +6.7% 766,679 $59.1M
Rhumbline Advisers 0.05% Reduce -3.8% 761,584 $58.7M
HSBC Holdings PLC 0.03% Reduce -13.2% 755,635 $58.2M
DNB Asset Management AS 0.21% Add +431.7% 752,719 $58.0M
Wells Fargo & Company 0.01% Add +25.8% 744,284 $57.4M
Victory Capital Management Inc. 0.04% Reduce -9.6% 743,228 $57.3M
Gates Capital Management, Inc. 1.96% Reduce -2.7% 737,558 $56.9M
Clean Energy Transition LLP 4.48% Add +18.9% 708,348 $54.6M
California Public Employees Retirement System 0.03% Reduce -1.9% 691,400 $53.3M
BNP Paribas Financial Markets 0.04% Add +17.7% 690,384 $53.2M
HRT Financial LP 0.13% Add +28.3% 681,861 $52.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 668,982 $51.6M
Neuberger Berman Group LLC 0.04% Add +16.1% 655,158 $50.5M
National Pension Service 0.04% Add +6.0% 652,801 $50.3M
California State Teachers Retirement System 0.05% Reduce -2.6% 627,151 $48.3M
Great Lakes Advisors, LLC 0.40% Add +16.2% 620,007 $47.8M
Fisher Asset Management 0.02% Reduce -0.7% 619,482 $47.7M
Marshall Wace, LLP 0.05% Reduce -81.3% 607,939 $46.9M
Worldquant Millennium Advisors LLC 0.18% Reduce -41.9% 606,252 $46.7M
Capital Fund Management S.A. 0.41% Add +34.6% 592,731 $45.7M
GFI Investment Counsel Ltd. 6.17% Reduce -8.7% 585,364 $45.1M
HighTower Advisors, LLC 0.05% Reduce -18.2% 575,062 $44.3M
First Trust Advisors LP 0.03% Add +16.3% 573,249 $44.2M
PFA Pension, Forsikringsaktieselskab 0.13% Add +0.1% 557,796 $43.0M
Anchor Capital Advisors LLC 1.22% Add +2.1% 555,220 $42.8M
Allianz Asset Management GmbH 0.05% Add +19.8% 550,068 $42.4M
Sarasin & Partners LLP 0.51% Reduce -78.5% 546,283 $42.1M
Sei Investments Co. 0.04% Add +1.7% 530,407 $40.9M
Ameriprise Financial Inc. 0.01% Add +19.3% 526,348 $40.6M
Raymond James Financial Inc. 0.01% Add +82.6% 485,321 $37.4M
Envestnet Asset Management Inc. 0.01% Add +11.8% 463,938 $35.8M
KBC Group NV 0.09% Add +64.1% 453,059 $34.9M
Teacher Retirement System of Texas 0.14% Add +221.3% 448,353 $34.6M
Principal Financial Group Inc. 0.02% Reduce -0.0% 437,120 $33.7M
Tidal Investments LLC 0.10% Add +15.9% 431,817 $33.3M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -6.8% 431,001 $33.2M
Assenagon Asset Management S.A. 0.05% Reduce -64.6% 425,343 $32.8M
Storebrand Asset Management As 0.09% Reduce -3.5% 422,012 $32.5M
National Bank of Canada 0.03% Add +19.8% 417,644 $32.2M
CANADA LIFE ASSURANCE Co 0.06% Reduce -0.3% 408,963 $31.6M
Railway Pension Investments Ltd 0.45% Reduce -12.8% 410,000 $31.6M
Artisan Partners Limited Partnership 0.05% Reduce -20.0% 409,323 $31.6M
J. Stern & Co. LLP 2.95% Reduce -99.0% 394,865 $30.4M
Korea Investment CORP 0.06% Add +9.3% 370,851 $28.6M
Rathbones Group PLC 0.11% Reduce -9.0% 356,023 $27.4M
Natixis Advisors, LLC 0.04% Add +4.5% 347,028 $26.7M
State Board of Administration of Florida Retirement System 0.05% No change 344,873 $26.6M
Boston Partners 0.03% Add +4.0% 341,532 $26.3M
PNC Financial Services Group, Inc. 0.02% Reduce -3.7% 339,177 $26.1M
Aberdeen Group plc 0.04% Add +3.5% 337,880 $26.0M
J. Safra Sarasin Holding AG 0.44% Reduce -6.5% 337,541 $26.0M
Aviva PLC 0.04% Add +3.1% 327,520 $25.2M
ING Groep NV 0.15% Add +30.8% 327,434 $25.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +34.2% 325,798 $25.2M
Susquehanna International Group, LLP 0.03% Add +370.3% 321,576 $24.8M
SG Americas Securities, LLC 0.03% Reduce -35.9% 319,774 $24.6M
Davidson Investment Advisors 0.98% Add +2.5% 295,674 $22.8M
KLP Kapitalforvaltning As 0.09% Add +10.4% 294,142 $22.7M
UniSuper Management Pty Ltd 0.15% Reduce -0.1% 289,667 $22.3M
New York State Teachers Retirement System 0.04% No change 287,360 $22.1M
Manufacturers Life Insurance Company, The 0.02% Reduce -6.1% 287,005 $22.1M
Engineers Gate Manager LP 0.27% Reduce -61.7% 278,468 $21.5M
Bridgewater Associates 0.10% Add +23.6% 278,411 $21.5M
LPL Financial LLC 0.01% Add +11.0% 276,584 $21.3M
Swedbank AB 0.02% Add +7.4% 266,602 $20.5M
Pinebridge Investments LLC 0.17% Add +5.9% 261,268 $20.1M
Quantinno Capital Management LP 0.03% Add +73.4% 248,110 $19.1M
Welch & Forbes LLC 0.24% Reduce -0.4% 245,678 $18.9M
Danske Bank A/S 0.05% Add +8.2% 244,494 $18.8M
Jefferies Financial Group Inc. 0.24% Add +5746.0% 241,500 $18.6M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -5.2% 240,312 $18.5M
Jones Financial Companies LLLP 0.01% Add +752.1% 239,570 $18.2M
Carnegie Investment Counsel 0.35% Reduce -2.7% 233,574 $18.0M
New York State Common Retirement Fund 0.02% No change 230,506 $17.8M
Coerente Capital Management 3.27% Add +26.6% 227,914 $17.6M
Prudential Financial Inc. 0.02% Add +2.5% 224,468 $17.3M
State of Wisconsin Investment Board 0.04% Add +5.6% 223,675 $17.2M
Credit Agricole S A 0.06% Reduce -4.5% 221,915 $17.1M
Robeco Institutional Asset Management B.V. 0.02% Add +61.6% 215,847 $16.6M
Handelsbanken Fonder AB 0.05% Add +7.7% 213,531 $16.5M
CIBC Asset Management Inc 0.04% Add +3.6% 207,121 $16.0M
TD Asset Management Inc 0.01% Reduce -2.8% 206,164 $15.9M
APG Asset Management N.V. 0.05% Reduce -3.1% 233,365 $15.6M
XTX Topco Ltd 0.27% Add +8333.8% 201,145 $15.5M
First Eagle Investment Management, LLC 0.03% Add +20.5% 196,033 $15.1M
Vanguard Investments Australia, Ltd. 0.04% — 193,647 $14.9M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.8% 192,984 $14.9M
Osmosis Investment Management UK Ltd 0.40% Add +4535.8% 192,802 $14.9M
Royal London Asset Management Ltd. 0.03% Add +0.6% 192,199 $14.8M
American Century Companies Inc. 0.01% Add +121.1% 187,998 $14.5M
Erste Asset Management GmbH 0.13% Reduce -5.0% 178,676 $13.6M
Regents Gate Capital LLP 2.88% New 175,425 $13.5M
Jane Street Group, LLC 0.01% Reduce -9.4% 175,028 $13.5M
Fayez Sarofim & Co 0.03% Reduce -46.8% 174,855 $13.5M
Creative Planning 0.01% Reduce -27.4% 170,523 $13.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -29.5% 169,218 $13.0M
Van Lanschot Kempen Investment Management N.V. 0.11% Reduce -1.1% 168,198 $13.0M
Focus Partners Wealth 0.01% Add +43.4% 167,448 $12.9M
Treasurer of the State of North Carolina 0.04% Add +2.2% 167,056 $12.9M
Asset Management One Co., Ltd. 0.04% Reduce -0.3% 165,412 $12.7M
Rockefeller Capital Management L.P. 0.02% Add +8.0% 164,291 $12.7M
DekaBank Deutsche Girozentrale 0.02% No change 158,568 $12.3M
Cerity Partners LLC 0.02% Reduce -46.6% 157,386 $12.1M
Stifel Financial Corp. 0.01% Add +87.6% 156,055 $12.0M
Quintet Private Bank (Europe) S.A. 0.80% Reduce -5.0% 155,776 $12.0M
Mn Services Vermogensbeheer B.V. 0.08% No change 152,360 $11.7M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +565.1% 171,203 $11.7M
Varma Mutual Pension Insurance Co 0.07% No change 150,642 $11.6M
Steigerwald, Gordon & Koch Inc. 1.19% Reduce -0.5% 150,210 $11.6M
Corient Private Wealth LP 0.02% Add +1.6% 151,824 $11.5M
M&T Bank Corp 0.04% Reduce -0.5% 147,312 $11.4M
Illinois Municipal Retirement Fund 0.14% Reduce -1.2% 147,016 $11.3M
Mill Capital Management, LLC 0.85% Add +0.4% 144,443 $11.1M
US Bancorp \de 0.01% Reduce -4.9% 140,639 $10.8M
AdviceOne Advisory Services, LLC 6.54% Reduce -0.1% 140,283 $10.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +246.7% 139,959 $10.8M
Nomura Asset Management Co. Ltd. 0.03% Add +5.0% 136,384 $10.5M
Foyston, Gordon & Payne Inc 2.41% Add +11.8% 135,320 $10.4M
Quantbot Technologies LP 0.43% Reduce -36.8% 134,833 $10.4M
Allied Investment Advisors, LLC 1.47% Add +6.8% 132,978 $10.2M
Gotham Asset Management 0.03% Reduce -14.7% 132,922 $10.2M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -0.6% 131,976 $10.2M
Trexquant Investment LP 0.07% Reduce -42.3% 131,185 $10.1M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.3% 131,111 $10.1M
Factory Mutual Insurance Co. 0.11% Add +1.6% 130,800 $10.1M
Mariner, LLC 0.01% Reduce -3.5% 129,507 $10.0M
Ensign Peak Advisors, Inc 0.02% Add +28.6% 128,773 $9.9M
Segall Bryant & Hamill, LLC 0.14% New 127,408 $9.8M
BLI - Banque de Luxembourg Investments 0.29% No change 113,377 $9.8M
Sone Capital Management, LLC 0.82% Reduce -68.1% 126,251 $9.7M
BCV Asset Management Inc. 0.33% Add +0.8% 123,691 $9.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.07% Add +527.5% 123,000 $9.5M
Toronto Dominion Bank 0.02% Reduce -49.1% 119,815 $9.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +47.5% 119,224 $9.2M
Resona Asset Management Co.,Ltd. 0.05% Reduce -0.6% 118,240 $9.1M
Brown Advisory Inc. 0.01% Reduce -4.0% 116,287 $9.0M
Markel Group 0.07% No change 114,620 $8.8M
ICICI Prudential Asset Management Co Ltd 1.06% Add +16.3% 114,100 $8.8M
Public Employees Retirement System of Ohio 0.03% Reduce -3.3% 113,579 $8.8M
Moran Wealth Management, LLC 0.26% Add +0.2% 109,818 $8.5M
Tredje AP-fonden 0.05% New 108,953 $8.4M
Federated Hermes, Inc. 0.01% Add +53.9% 106,290 $8.2M
Arizona State Retirement System 0.05% Reduce -1.7% 105,895 $8.2M
Czech National Bank 0.05% Add +3.0% 105,866 $8.2M
Commonwealth Equity Services, LLC 0.01% Reduce -2.9% 102,478 $7.9M
Janney Montgomery Scott LLC 0.02% Add +68.2% 102,204 $7.9M
State of Michigan Retirement System 0.04% Reduce -0.5% 101,507 $7.8M
SEB Asset Management AB 0.03% — 101,369 $7.8M
Aquatic Capital Management LLC 0.22% Reduce -18.9% 100,609 $7.8M
Baldwin Wealth Partners LLC 0.56% Reduce -7.6% 100,162 $7.7M
Nisa Investment Advisors, LLC 0.03% Reduce -2.4% 99,474 $7.7M
Qsemble Capital Management, LP 0.58% Reduce -23.1% 98,515 $7.6M
Connecticut Wealth Management, LLC 0.32% Reduce -5.7% 97,611 $7.5M
Machina Capital S.A.S. 1.47% Add +2.0% 97,203 $7.5M
Nordea Investment Management AB 0.01% Add +25.4% 96,038 $7.3M
Captrust Financial Advisors 0.01% Reduce -5.4% 93,822 $7.2M
Adage Capital Partners Gp, L.L.C. 0.01% New 93,615 $7.2M
Peapack Gladstone Financial Corp. 0.09% Reduce -13.6% 92,864 $7.2M
Federation des caisses Desjardins du Quebec 0.03% Reduce -1.3% 91,125 $7.0M
Clifford Swan Investment Counsel LLC 0.24% Add +117.0% 90,992 $7.0M
MetLife Investment Management, LLC 0.04% Reduce -2.8% 90,850 $7.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.1% 90,550 $7.0M
Voya Investment Management LLC 0.01% Reduce -16.2% 90,318 $7.0M
Impax Asset Management Group plc 0.05% Reduce -6.2% 89,867 $6.9M
Pinnacle Financial Partners, Inc. 0.05% Reduce -0.2% 89,539 $6.9M
Cloverfields Capital Group, LP 2.22% Reduce -3.7% 89,064 $6.9M
Millennium Management 0.01% Reduce -96.3% 88,536 $6.8M
Pictet North America Advisors SA 0.67% Reduce -7.0% 87,639 $6.8M
Osaic Holdings, Inc. 0.01% Add +13.8% 86,822 $6.7M
Thrivent Financial for Lutherans 0.01% Reduce -0.1% 86,068 $6.6M
Occudo Quantitative Strategies LP 0.35% Add +34.5% 83,689 $6.5M
Elo Mutual Pension Insurance Co 0.11% Add +6.7% 83,236 $6.4M
Retirement Systems of Alabama 0.02% Reduce -0.4% 82,547 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +17.3% 82,256 $6.3M
Fifth Third Bancorp 0.01% Add +671.5% 81,714 $6.3M
IFM Investors Pty Ltd 0.05% Add +2.6% 80,576 $6.2M
Capitolis Liquid Global Markets LLC 0.04% — 79,453 $6.1M
Bahl & Gaynor LLC 0.03% Reduce -4.7% 78,327 $6.0M
Daiwa Securities Group Inc. 0.02% Reduce -13.9% 78,105 $6.0M
Twinbeech Capital LP 0.62% Reduce -51.0% 77,400 $6.0M
Sciencast Management LP 0.75% Add +295.8% 75,916 $5.9M
Windward Capital Management Co. 0.46% Reduce -0.3% 73,205 $5.6M
Voleon Capital Management LP 0.12% Add +9.7% 71,009 $5.5M
Amalgamated Bank 0.04% Reduce -1.9% 71,009 $5.5M
Cetera Investment Advisers 0.01% Add +6.5% 70,682 $5.4M
Xponance LLC 0.04% Add +15.3% 70,071 $5.4M
ProShare Advisors LLC 0.01% Reduce -17.8% 69,658 $5.4M
Oak Thistle LLC 0.51% Add +193.5% 68,759 $5.3M
Morningstar Investment Management LLC 0.33% Add +240.5% 68,541 $5.3M
BTC Capital Management, Inc. 0.36% Add +4.0% 68,306 $5.3M
Delta Asset Management LLC 0.48% Reduce -2.2% 68,171 $5.3M
Lincoln Capital LLC 0.99% Reduce -1.4% 67,875 $5.2M
Calamos Advisors LLC 0.03% Add +4.3% 67,535 $5.2M
Louisbourg Investments Inc. 0.98% Add +9.7% 83,707 $5.2M
Amica Mutual Insurance Co. 0.44% No change 66,982 $5.2M
Modera Wealth Management, LLC 0.06% Add +1.0% 66,286 $5.1M
Commerce Bank 0.02% Add +11.8% 66,228 $5.1M
Vinva Investment Management Ltd 0.06% Add +318.1% 66,870 $5.1M
PEAK6 LLC 0.15% New 65,904 $5.1M
Empowered Funds, LLC 0.03% Add +55.6% 65,540 $5.1M
Axq Capital, LP 0.64% Add +252.2% 64,202 $4.9M
Invenomic Capital Management LP 0.23% New 64,052 $4.9M
Evergreen Capital Management LLC 0.11% Reduce -1.6% 63,824 $4.9M
Bryn Mawr Trust Advisors, LLC 0.24% Add +10.4% 63,468 $4.9M
Utah Retirement Systems 0.05% Reduce -2.5% 63,416 $4.9M
Point72 Asset Management 0.01% Reduce -57.4% 62,710 $4.8M
Public Sector Pension Investment Board 0.01% Add +24.4% 62,519 $4.8M
Oxbow Advisors, LLC 0.42% Add +97.0% 62,449 $4.8M
Natixis 0.02% Reduce -45.4% 62,140 $4.8M
NEOS Investment Management LLC 0.02% Add +6.1% 61,814 $4.8M
ANTIPODES PARTNERS Ltd 0.09% Reduce -5.6% 61,687 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -57.6% 64,091 $4.7M
Graybill Wealth Management, LTD. 1.43% Add +3.1% 60,768 $4.7M
Groupe la Francaise 0.07% Add +12.1% 60,411 $4.7M
Police & Firemen's Retirement System of New Jersey 0.04% No change 60,309 $4.6M
Eurizon Capital SGR S.p.A. 0.01% Reduce -18.2% 60,201 $4.6M
Swiss Life Asset Management Ltd 0.02% Add +0.9% 60,004 $4.6M
Janus Henderson Group PLC 0.00% Add +7.5% 59,297 $4.6M
Bank of Nova Scotia 0.01% Reduce -47.8% 59,063 $4.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +5.2% 59,032 $4.6M
Candriam S.C.A. 0.02% Reduce -15.4% 58,979 $4.5M
Ilmarinen Mutual Pension Insurance Co 0.04% New 58,000 $4.5M
Mercer Global Advisors Inc. 0.01% Reduce -8.6% 57,980 $4.5M
Rakuten Investment Management, Inc. 0.01% Add +12.3% 58,430 $4.5M
New York Life Investment Management LLC 0.04% Add +1.9% 57,645 $4.4M
Brevan Howard Capital Management LP 0.04% Reduce -13.3% 56,487 $4.4M
Caisse Des Depots Et Consignations 0.07% No change 55,325 $4.3M
Mackenzie Financial Corp. 0.01% Add +6.3% 54,285 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.7% 53,713 $4.1M
MAI Capital Management 0.02% Reduce -9.1% 52,877 $4.1M
Caxton Associates LLP 0.09% Add +17.2% 52,813 $4.1M
BNP Paribas 0.13% Reduce -0.7% 52,737 $4.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.8% 52,416 $4.0M
Davis-Rea LTD. 1.05% Add +9.8% 52,232 $4.0M
HM Payson & Co. 0.06% Reduce -7.2% 52,161 $4.0M
O'shaughnessy Asset Management, LLC 0.02% Add +17.1% 52,157 $4.0M
Cohen Capital Management, Inc. 0.62% Add +4.4% 52,077 $4.0M
Spirepoint Private Client, LLC 0.38% Add +17.6% 52,008 $4.0M
Intech Investment Management LLC 0.04% Add +154.3% 51,930 $4.0M
Banque Pictet & Cie SA 0.05% No change 51,657 $4.0M
Lifeworks Advisors, LLC 0.51% Add +3.1% 51,397 $4.0M
D.A. Davidson & Co. 0.02% Reduce -1.4% 51,364 $4.0M
Prudential PLC 0.03% Reduce -10.1% 51,233 $3.9M
Financial Advisors Network, Inc. 0.54% Add +0.1% 50,471 $3.9M
Nissay Asset Management Corp. /Japan 0.02% Add +0.8% 50,407 $3.9M
Keybank National Association 0.01% Reduce -6.1% 50,319 $3.9M
OP Asset Management Ltd 0.04% Reduce -3.8% 50,070 $3.9M
William Allan Corp 2.28% Add +1.2% 50,007 $3.9M
State of Alaska, Department of Revenue 0.04% No change 49,767 $3.8M
Meyer Handelman Co. 0.12% Reduce -39.8% 49,602 $3.8M
Avanza Fonder AB 0.10% No change 48,086 $3.7M
Vident Advisory, LLC 0.03% Add +267.4% 46,922 $3.6M
State of Tennessee, Department of Treasury 0.01% No change 46,557 $3.6M
Ethic Inc. 0.06% Add +6.5% 46,065 $3.6M
Horizon Investments, LLC 0.04% Add +70.3% 45,973 $3.5M
Bradley Foster & Sargent Inc. 0.05% Reduce -4.6% 45,482 $3.5M
Macquarie Group Ltd. 0.02% Reduce -19.6% 44,744 $3.4M
Cibc World Market Inc. 0.01% Add +3.4% 44,550 $3.4M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.2% 44,523 $3.4M
Allstate Corp. 0.04% Add +58.0% 44,025 $3.4M
Agf Management Ltd. 0.02% Add +14.6% 43,664 $3.4M
Baird Financial Group, Inc. 0.01% Add +31.0% 43,459 $3.3M
Cwm, LLC 0.01% Reduce -42.8% 42,932 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -7.1% 42,928 $3.3M
McMillan Office, Inc. 0.42% Reduce -5.2% 42,475 $3.3M
Kanawha Capital Management LLC 0.23% Reduce -3.3% 42,184 $3.3M
Dynamic Technology Lab Private Ltd 0.53% Add +208.5% 41,963 $3.2M
Mutual of America Capital Management LLC 0.04% Reduce -1.2% 41,357 $3.2M
AIA Group Ltd 0.05% Reduce -8.3% 41,260 $3.2M
Ossiam 0.06% Add +140.7% 40,929 $3.2M
Farmers & Merchants Investments Inc. 0.09% Add +0.5% 40,796 $3.1M
Numerai GP LLC 0.31% Reduce -54.5% 40,604 $3.1M
Pathstone Holdings, LLC 0.01% Reduce -11.4% 40,535 $3.1M
NorthCoast Asset Management LLC 0.07% New 40,194 $3.1M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -4.7% 38,912 $3.0M
Truist Financial Corp. 0.00% Reduce -10.7% 38,899 $3.0M
OMERS ADMINISTRATION Corp 0.02% Add +160.9% 38,201 $2.9M
Procyon Advisors, LLC 0.14% Add +16.0% 38,122 $2.9M
Wesleyan Assurance Society 0.17% No change 38,100 $2.9M
Stance Capital LLC 1.42% New 38,017 $2.9M
Aviso Financial Inc. 0.10% Reduce -18.8% 37,868 $2.9M
Landscape Capital Management, L.L.C. 0.18% Add +51.6% 37,712 $2.9M
Wilmington Savings Fund Society, FSB 0.07% Add +10.0% 37,677 $2.9M
Equitable Trust Co. 0.13% Reduce -65.4% 37,095 $2.9M
Public Employees Retirement Association of Colorado 0.01% No change 36,869 $2.8M
Allworth Financial LP 0.01% Add +15.9% 35,987 $2.8M
MML Investors Services, LLC 0.01% Reduce -32.4% 35,750 $2.8M
Ashton Thomas Securities, LLC 0.34% Add +31.4% 34,772 $2.7M
WINTON GROUP Ltd 0.09% Reduce -63.8% 34,552 $2.7M
Jump Financial, LLC 0.04% Reduce -92.8% 34,413 $2.7M
Sanctuary Advisors, LLC 0.01% Add +51.6% 34,218 $2.6M
Alps Advisors Inc. 0.01% Reduce -6.7% 33,314 $2.6M
Circle Wealth Management, LLC 0.04% Add +1.4% 33,305 $2.6M
Wesbanco Bank Inc. 0.07% Reduce -5.5% 33,055 $2.5M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -5.8% 32,397 $2.5M
First Manhattan Co. Llc. 0.01% Reduce -12.2% 32,249 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +99.7% 31,931 $2.5M
Entropy Technologies, LP 0.11% Reduce -62.5% 31,787 $2.5M
SummitTX Capital, L.P. 0.08% New 31,689 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% No change 31,246 $2.4M
Shelter Mutual Insurance Co 0.53% No change 31,200 $2.4M
Cambient Family Office, LLC 0.33% Reduce -0.8% 30,904 $2.4M
DMKC Advisory Services, LLC 0.99% Add +10.2% 30,796 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.2% 30,729 $2.4M
Raiffeisen Bank International AG 0.03% Add +166.2% 30,829 $2.4M
Canada Post Corp Registered Pension Plan 0.09% No change 30,048 $2.3M
Gulf International Bank (UK) Ltd 0.05% Add +51.4% 29,956 $2.3M
Hantz Financial Services, Inc. 0.03% Add +2330.4% 29,699 $2.3M
Brown Shipley& Co Ltd 1.36% Reduce -2.4% 29,307 $2.3M
Hohimer Wealth Management, LLC 0.27% New 28,641 $2.2M
Regions Financial Corp. 0.01% Reduce -9.5% 28,539 $2.2M
Abn Amro Investment Solutions 0.03% Add +20.4% 28,467 $2.2M
Gsa Capital Partners LLP 0.14% Add +307.4% 28,306 $2.2M
Two Sigma Securities, LLC 0.25% New 28,083 $2.2M
Fiduciary Trust Co 0.03% Reduce -8.3% 28,057 $2.2M
Sheets Smith Wealth Management 0.24% Reduce -14.6% 27,976 $2.2M
Investment Management Corp of Ontario 0.03% Reduce -5.2% 27,857 $2.1M
Silvercrest Asset Management Group LLC 0.02% Reduce -5.5% 27,576 $2.1M
Canandaigua National Corp. 0.19% — 27,485 $2.1M
Summit Trail Advisors, LLC 0.03% Add +10.2% 27,463 $2.1M
Letson Investment Management, Inc. 0.80% Reduce -0.8% 27,045 $2.1M
Merit Financial Group, LLC 0.02% Reduce -7.4% 26,754 $2.1M
Union Bancaire Privee, UBP SA 0.03% Add +30.3% 17,803 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -28.1% 26,031 $2.0M
LRI Investments, LLC 0.18% Reduce -10.4% 25,994 $2.0M
Riverview Capital Advisers, LLC 0.66% New 25,679 $2.0M
Rafferty Asset Management, LLC 0.01% Reduce -27.1% 25,311 $2.0M
Algert Global LLC 0.03% Add +192.2% 25,277 $1.9M
Evoke Wealth, LLC 0.04% Reduce -31.8% 25,086 $1.9M
Blair William & Co. 0.01% Add +9.6% 24,744 $1.9M
Crossmark Global Holdings, Inc. 0.03% Reduce -1.0% 24,648 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +58.5% 24,424 $1.9M
Third View Private Wealth, LLC 0.26% New 24,336 $1.9M
Norinchukin Bank, The 0.02% Reduce -0.1% 24,152 $1.9M
Chicago Capital, LLC 0.05% Add +17.4% 23,958 $1.8M
Venture Visionary Partners LLC 0.06% Add +0.2% 23,875 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -1.5% 23,818 $1.8M
TrinityBridge Ltd 0.05% Reduce -3.0% 23,728 $1.8M
Cohen Klingenstein LLC 0.06% No change 23,500 $1.8M
Mizuho Securities USA LLC 0.04% Reduce -17.2% 23,500 $1.8M
QRG Capital Management, Inc. 0.02% Reduce -4.6% 23,434 $1.8M
Heritage Investors Management Corp. 0.05% Reduce -0.4% 23,131 $1.8M
JB Capital LLC 0.07% Reduce -0.2% 23,124 $1.8M
M. Kraus & Co 0.52% Reduce -4.9% 23,115 $1.8M
Atria Investments, Inc 0.02% Add +32.9% 22,745 $1.8M
IFP Advisors, Inc 0.04% Reduce -0.1% 22,377 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -78.6% 22,135 $1.7M
Hartford Investment Management Co. 0.05% Reduce -2.0% 22,063 $1.7M
Dark Forest Capital Management LP 0.15% Add +240.2% 22,011 $1.7M
WD Rutherford LLC 0.75% New 21,965 $1.7M
Beacon Pointe Advisors, LLC 0.01% Add +49.4% 21,952 $1.7M
Wealthfront Advisers LLC 0.00% Reduce -37.1% 21,913 $1.7M
ASR Vermogensbeheer N.V. 0.02% Add +0.5% 21,892 $1.7M
Evercore Wealth Management, LLC 0.03% Reduce -15.4% 21,531 $1.7M
Zurich Insurance Group Ltd 0.01% No change 21,400 $1.6M
YHB Investment Advisors, Inc. 0.12% Reduce -1.2% 21,179 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +3.8% 21,073 $1.6M
Arete Wealth Advisors, LLC 0.12% Add +0.0% 21,011 $1.6M
Savant Capital, LLC 0.01% Add +4.7% 20,587 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -36.3% 19,912 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -0.5% 19,800 $1.5M
Plato Investment Management Ltd 0.10% Add +3.6% 19,718 $1.5M
Emmett Investment Management, LP 1.16% New 19,525 $1.5M
Clarkston Capital Partners, LLC 0.11% Reduce -86.5% 19,530 $1.5M
Walleye Capital LLC 0.01% Reduce -89.2% 19,391 $1.5M
Maryland State Retirement & Pension System 0.03% No change 19,207 $1.5M
Cresset Asset Management, LLC 0.01% Add +64.5% 19,166 $1.5M
Bailard, Inc. 0.03% Reduce -2.8% 19,140 $1.5M
Tealwood Asset Management Inc. 0.67% Add +54.5% 19,113 $1.5M
J.W. Cole Advisors, Inc. 0.05% Add +1.4% 19,058 $1.5M
AG2R La Mondiale Gestion D'actifs 0.07% Add +1.3% 19,031 $1.5M
Glenmede Trust Co. NA 0.01% Reduce -11.8% 18,899 $1.5M
BDF-Gestion 0.19% No change 18,746 $1.4M
AMG National Trust Bank 0.03% Add +0.6% 18,690 $1.4M
Acadian Asset Management LLC 0.00% Reduce -2.9% 18,548 $1.4M
Pinnacle Associates Ltd. 0.02% Reduce -11.7% 18,171 $1.4M
New Mexico Educational Retirement Board 0.04% No change 17,908 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -60.4% 17,702 $1.4M
North Dakota State Investment Board 0.06% Reduce -12.8% 17,697 $1.4M
Nomura Holdings Inc. 0.01% New 17,595 $1.4M
Private Advisor Group, LLC 0.01% Reduce -3.1% 17,519 $1.4M
Ridgewood Investments LLC 0.55% — 17,460 $1.3M
Lido Advisors, LLC 0.01% Add +62.1% 17,363 $1.3M
Atlantic Union Bankshares Corp 0.03% Reduce -61.2% 16,891 $1.3M
Essex Financial Services, Inc. 0.07% Reduce -8.7% 16,800 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -5.2% 16,415 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.1% 16,286 $1.3M
Aware Super Pty Ltd as trustee of Aware Super 0.02% — 16,356 $1.3M
Okabena Investment Services Inc. 0.24% Reduce -2.8% 16,264 $1.3M
Bessemer Group Inc. 0.00% Add +0.4% 16,105 $1.2M
Shelter Ins Retirement Plan 1.37% No change 16,000 $1.2M
MUFG Securities EMEA plc 0.02% No change 15,977 $1.2M
Diversify Wealth Management, LLC 0.02% Add +25.5% 15,805 $1.2M
Choreo, LLC 0.01% Add +4.1% 15,668 $1.2M
Huntington National Bank 0.01% Reduce -9.8% 15,618 $1.2M
Arq Wealth Advisors, LLC 0.22% Add +432.4% 15,526 $1.2M
Boothbay Fund Management, LLC 0.03% Add +16.9% 15,446 $1.2M
Dash Acquisitions Inc. 0.25% Reduce -3.2% 14,709 $1.2M
Woodline Partners LP 0.00% Add +111.7% 15,201 $1.2M
Goelzer Investment Management, Inc. 0.06% No change 15,151 $1.2M
Lafayette Investments, Inc. 0.24% Reduce -2.2% 15,138 $1.2M
NBT Bank, N.A. 0.08% Reduce -1.4% 14,968 $1.2M
Private Trust Co. NA 0.10% Reduce -7.2% 14,851 $1.1M
Hillsdale Investment Management Inc. 0.03% Add +30.9% 14,840 $1.1M
Founders Financial Securities LLC 0.06% Add +344.9% 13,924 $1.1M
Systematic Alpha Investments, LLC 0.04% No change 14,610 $1.1M
Tufton Capital Management 0.20% Reduce -6.0% 14,608 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -8.8% 14,591 $1.1M
Burney Co./ 0.03% Add +56.0% 14,389 $1.1M
Saudi Central Bank 0.02% New 14,385 $1.1M
Ipswich Investment Management Co., Inc. 0.26% Reduce -14.9% 14,326 $1.1M
DAVENPORT & Co LLC 0.01% Add +0.4% 14,129 $1.1M
Hudson Bay Capital Management LP 0.01% No change 14,076 $1.1M
Arthur M. Cohen & Associates, LLC 0.19% No change 14,000 $1.1M
Achmea Investment Management B.V. 0.03% Reduce -78.4% 14,020 $1.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.04% No change 14,007 $1.1M
Empirical Finance, LLC 0.05% Reduce -0.2% 13,946 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.04% Add +9.6% 13,760 $1.1M
Lecap Asset Management Ltd. 0.40% Reduce -52.8% 13,726 $1.1M
Sterling Capital Management LLC 0.02% Reduce -40.8% 13,693 $1.1M
Mgo One Seven LLC 0.02% Add +84.0% 13,658 $1.1M
Vontobel Holding Ltd. 0.00% Add +58.1% 13,598 $1.0M
Quadrant Capital Group LLC 0.03% Add +101.8% 13,594 $1.0M
Bollard Group LLC 0.03% Add +10.2% 13,542 $1.0M
Praxis Investment Management Inc. 0.06% Reduce -19.9% 13,433 $1.0M
Applied Finance Capital Management, LLC 0.08% Add +3.3% 13,376 $1.0M
Bank Pictet & Cie (Europe) AG 0.02% Reduce -14.5% 13,346 $1.0M
AlphaGrep UK Ltd 0.30% Add +115.3% 13,250 $1.0M
Hunter Associates Investment Management LLC 0.13% Add +13.1% 13,214 $1.0M
Larson Financial Group LLC 0.03% Add +49.9% 13,064 $1.0M
E. Ohman J:or Asset Management AB 0.03% No change 12,877 $993K
Hartford Funds Management Co LLC 0.09% Reduce -13.7% 12,873 $992K
Ieq Capital, LLC 0.00% Reduce -85.7% 12,849 $990K
Perigon Wealth Management, LLC 0.02% Reduce -9.8% 12,816 $988K
Guinness Atkinson Asset Management Inc 0.49% Add +13.5% 12,781 $985K
Tokio Marine Asset Management Co. Ltd. 0.04% No change 12,734 $982K
Gateway Investment Advisers LLC 0.01% Reduce -75.6% 12,622 $973K
Trivant Custom Portfolio Group, LLC 0.53% Add +4.2% 12,591 $971K
Principal Securities, Inc. 0.01% Reduce -1.3% 12,576 $969K
Benjamin Edwards Inc. 0.01% Add +81.5% 12,510 $964K
Western Wealth Management, LLC 0.04% New 12,471 $961K
Richard Bernstein Advisors LLC 0.03% No change 12,442 $959K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 12,439 $959K
Ironwood Investment Management LLC 0.39% Reduce -4.5% 12,042 $928K
Ally Financial Inc. 0.12% No change 12,000 $925K
EFG International AG 0.02% Reduce -58.7% 11,899 $917K
Rossmore Private Capital 0.08% Reduce -0.3% 11,704 $902K
CSS LLC 0.14% Add +355.2% 11,653 $898K
NewEdge Advisors, LLC 0.00% Reduce -1.2% 11,648 $898K
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -34.1% 11,604 $894K
Clearstead Advisors, LLC 0.01% Reduce -17.9% 11,562 $891K
Scotia Capital Inc. 0.00% Reduce -7.7% 11,495 $886K
HB Wealth Management, LLC 0.01% Reduce -30.7% 11,489 $886K
Employees Retirement System of Texas 0.01% Add +287.6% 11,421 $880K
Sierra Legacy Group 0.66% Add +4.9% 11,233 $866K
Longfellow Investment Management Co. LLC 0.18% Add +46.1% 11,115 $857K
Neville Rodie & Shaw Inc. 0.06% No change 11,108 $856K
Metis Global Partners, LLC 0.02% Reduce -10.9% 11,045 $851K
MASTERINVEST Kapitalanlage GmbH 0.09% No change 10,918 $842K
Holowesko Partners Ltd. 0.24% No change 10,900 $840K
Mufg Securities Americas Inc. 0.05% Add +2.5% 10,756 $829K
Triangle Securities Wealth Management 0.19% Reduce -7.9% 10,692 $824K
Principle Wealth Partners LLC 0.05% Reduce -4.3% 10,678 $823K
Bleakley Financial Group, LLC 0.01% Reduce -4.7% 10,563 $814K
Securian Asset Management, Inc. 0.03% Reduce -0.9% 10,497 $809K
United Capital Financial Advisors, LLC 0.01% Reduce -13.3% 10,420 $803K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 10,400 $802K
Argent Trust Co 0.03% Add +3.0% 10,188 $785K
Lederer & Associates Investment Counsel 0.56% Add +0.9% 10,167 $784K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -2.1% 10,150 $782K
Exchange Traded Concepts, LLC 0.01% Add +584.8% 10,087 $778K
Oxford Asset Management LLP 0.31% Reduce -34.4% 10,064 $776K
Advisors Asset Management, Inc. 0.01% Reduce -21.6% 10,037 $774K
Florida Trust Wealth Management Co 0.02% Add +1.3% 9,999 $771K
Integrated Wealth Concepts LLC 0.01% Add +31.8% 9,938 $766K
Groupama Asset Managment 0.01% Add +245.7% 9,848 $759K
Apollon Wealth Management, LLC 0.01% Add +42.4% 9,833 $758K
&partners 0.00% Add +8.6% 9,801 $755K
Snowden Capital Advisors LLC 0.02% Reduce -8.7% 9,800 $755K
Ascent Wealth Partners, LLC 0.09% Add +2.5% 9,761 $752K
Cooper Financial Group 0.08% Reduce -1.5% 9,747 $751K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.9% 9,746 $751K
Transcend Capital Advisors, LLC 0.06% Add +55.0% 9,658 $744K
Daymark Wealth Partners, LLC 0.02% Add +5.3% 9,636 $743K
Whittier Trust Co. 0.01% Reduce -7.2% 9,489 $741K
Salem Investment Counselors Inc. 0.02% No change 9,502 $732K
Mesirow Financial Investment Management, Inc. 0.01% Add +91.3% 9,444 $728K
Azzad Asset Management Inc. 0.07% Add +0.5% 9,416 $726K
Greenleaf Trust 0.01% Add +17.8% 9,388 $724K
Belpointe Asset Management LLC 0.03% New 9,336 $720K
STRS Ohio 0.00% Reduce -71.8% 9,333 $719K
Diversified Trust Co. 0.01% Add +29.0% 9,325 $719K
Brooklyn Investment Group 0.02% Add +133.8% 9,298 $717K
Ballentine Partners, LLC 0.01% Add +5.9% 9,296 $717K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +9.6% 9,265 $714K
IMA Advisory Services, Inc. 0.07% Reduce -2.9% 9,236 $712K
Sequoia Financial Advisors, LLC 0.00% Add +4.6% 9,221 $711K
Blueshift Asset Management, LLC 0.22% Add +141.1% 9,209 $710K
Banque Cantonale Vaudoise 0.03% New 9,157 $706K
Bridges Investment Management Inc. 0.01% Reduce -12.2% 9,140 $705K
Turtle Creek Wealth Advisors, LLC 0.05% Add +1.9% 9,086 $700K
Woodstock Corp. 0.06% Reduce -9.1% 9,057 $698K
Home Federal Bank of Tennessee 0.17% Reduce -1.4% 9,051 $698K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -6.5% 9,000 $694K
Daiichi Life Insurance Co., Ltd. 0.02% No change 8,930 $688K
Assetmark, Inc. 0.00% Add +6.9% 8,857 $683K
Rockland Trust Co. 0.03% Reduce -11.4% 8,855 $683K
Monarch Capital Management Inc. 0.17% Reduce -0.6% 8,833 $681K
Trust Co. of Toledo NA 0.06% Reduce -4.0% 8,690 $670K
Pring Turner Capital Group Inc. 0.40% No change 7,575 $662K
Cookson Peirce & Co. Inc. 0.03% Add +12.6% 8,512 $656K
Arkadios Wealth Advisors 0.01% Add +3.2% 8,501 $655K
Banco Santander, S.A. 0.01% Reduce -76.0% 8,479 $654K
Anchyra Partners LLC 0.20% Reduce -1.6% 8,354 $644K
OneDigital Investment Advisors LLC 0.01% Reduce -27.1% 8,337 $643K
Oppenheimer & Co. Inc. 0.01% Reduce -0.4% 8,288 $639K
FIL Ltd 0.00% New 8,260 $637K
Johnson Investment Counsel Inc. 0.01% Reduce -3.9% 8,108 $625K
Dumont & Blake Investment Advisors LLC 0.16% Reduce -1.3% 8,083 $623K
Vestcor Inc 0.02% No change 7,833 $604K
ICW Investment Advisors LLC 0.22% Add +9.2% 7,753 $598K
Concurrent Investment Advisors, LLC 0.01% Reduce -16.9% 7,683 $592K
Sit Investment Associates Inc. 0.01% No change 7,680 $592K
American National Bank & Trust 0.06% Add +4.5% 7,582 $584K
Ostrum Asset Management 0.03% Reduce -32.7% 7,580 $584K
Birch Hill Investment Advisors LLC 0.03% No change 7,537 $581K
Vise Technologies, Inc. 0.01% No change 6,567 $574K
Curated Wealth Partners LLC 0.07% No change 7,440 $573K
Field & Main Bank 0.17% Reduce -2.0% 7,406 $571K
EP Wealth Advisors, LLC 0.00% Add +1.8% 7,403 $571K
Fire Capital Management LLC 0.27% No change 7,346 $566K
Lee Danner & Bass Inc. 0.04% Reduce -1.0% 7,335 $565K
Wellspring Financial Advisors, LLC 0.04% New 7,281 $561K
GAMMA Investing LLC 0.03% Add +12.4% 7,226 $557K
Ar Asset Management Inc. 0.11% No change 7,150 $551K
Oppenheimer Asset Management Inc. 0.01% New 7,118 $549K
Kestra Private Wealth Services, LLC 0.01% Add +2.5% 7,102 $547K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Add +41.1% 7,036 $542K
Waverly Advisors, LLC 0.00% Reduce -16.0% 7,030 $542K
nVerses Capital, LLC 0.49% Add +123.0% 6,976 $538K
Eastern Bank 0.01% No change 6,952 $536K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +16.2% 6,895 $531K
Medallion Wealth Advisors, LLC 0.17% Reduce -0.3% 6,886 $531K
State of Wyoming 0.06% Add +12.0% 6,884 $531K
Romano Brothers and Company 0.06% Reduce -1.8% 6,811 $525K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -25.8% 6,874 $522K
Canandaigua National Trust Co of Florida 0.42% New 6,744 $520K
Iron Gate Global Advisors LLC 0.05% No change 6,630 $511K
Waterford Advisors, LLC 0.16% No change 6,690 $511K
Caprock Group, LLC 0.01% New 6,597 $508K
Sava Infond d.o.o. 0.07% New 6,500 $501K
Curi Capital, LLC 0.01% Reduce -41.5% 6,496 $501K
111 Capital 0.12% Reduce -58.1% 6,481 $500K
Caitong International Asset Management Co., Ltd 0.09% Add +238.7% 6,479 $499K
Parsons Capital Management Inc. 0.02% No change 6,475 $499K
Quotient Wealth Partners, LLC 0.01% Add +16.0% 6,445 $497K
TCW Group Inc. 0.00% Add +3.5% 6,428 $495K
Marble Harbor Investment Counsel, LLC 0.05% Reduce -8.7% 6,407 $494K
Auto-Owners Insurance Co 0.01% No change 6,393 $493K
Curbstone Financial Management Corp 0.09% No change 6,388 $492K
Brighton Jones LLC 0.01% New 6,338 $489K
Meeder Advisory Services, Inc. 0.02% Add +0.9% 6,310 $486K
Stephens Inc. 0.01% Add +20.8% 6,309 $486K
Ausdal Financial Partners, Inc. 0.02% Add +26.3% 6,283 $484K
Parallel Advisors, LLC 0.01% Reduce -9.7% 6,265 $483K
TD Private Client Wealth LLC 0.01% Reduce -12.8% 6,261 $483K
Headlands Technologies LLC 0.05% Reduce -73.1% 6,258 $482K
Westhampton Capital, LLC 0.22% No change 6,218 $479K
TD Waterhouse Canada Inc. 0.00% Add +27.8% 6,191 $479K
Balyasny Asset Management L.P. 0.00% Reduce -95.2% 6,199 $478K
Penobscot Investment Management Company, Inc. 0.04% No change 6,164 $475K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.4% 6,159 $475K
Means Investment Co., Inc. 0.04% No change 6,143 $474K
Soltis Investment Advisors LLC 0.03% Reduce -3.9% 6,142 $473K
CENTRAL TRUST Co 0.01% Reduce -0.8% 6,118 $472K
Glenview Trust Co 0.01% Reduce -9.9% 6,016 $464K
Dodge & Cox 0.00% Reduce -62.5% 6,010 $463K
UMB Bank, n.a. 0.01% Reduce -6.8% 6,005 $463K
Meridian Management Co. 0.12% Reduce -0.1% 6,000 $462K
Polymer Capital Management (US) LLC 0.07% Reduce -79.0% 6,000 $462K
Allred Capital Management, LLC 0.17% Add +0.9% 5,964 $460K
Dearborn Partners LLC 0.02% No change 5,865 $452K
Viewpoint Investment Partners Corp. 0.21% Add +86.0% 8,000 $451K
Mutual Advisors, LLC 0.01% Reduce -0.9% 5,837 $450K
Farther Finance Advisors, LLC 0.00% Reduce -10.9% 5,797 $449K
Optas, LLC 0.07% Add +12.7% 5,807 $448K
Wedmont Private Capital 0.01% Add +2.7% 5,580 $444K
Banque Transatlantique SA 0.01% Add +11.7% 5,680 $438K
Park Avenue Securities LLC 0.00% Reduce -9.5% 5,681 $438K
TIAA Wealth Investment Management LLC 0.00% — 5,673 $437K
Intellectus Partners, LLC 0.09% Add +22.1% 5,618 $433K
Stratos Wealth Partners, LTD. 0.00% Reduce -33.8% 5,560 $429K
Siemens Fonds Invest GmbH 0.02% No change 5,558 $428K
Frank, Rimerman Advisors LLC 0.03% Reduce -26.6% 5,545 $427K
Capstone Investment Advisors, LLC 0.00% Reduce -62.7% 5,515 $425K
Hartford Financial Management Inc. 0.11% Reduce -4.1% 5,477 $422K
Bull Street Advisors, LLC 0.21% No change 5,470 $422K
NorthRock Partners, LLC 0.01% Add +31.3% 5,464 $421K
Fortress Private Ledger, LLC 0.13% Add +27.6% 5,420 $418K
ELCO Management Co., LLC 0.20% Reduce -3.1% 5,416 $417K
Choate Investment Advisors 0.01% Add +21.0% 5,412 $417K
Gabelli Funds LLC 0.00% Add +3.9% 5,400 $416K
Milestone Asset Management Group, LLC 0.24% Add +0.1% 5,377 $414K
Tema ETFs LLC 0.03% Add +0.4% 5,366 $414K
IMC-Chicago, LLC 0.01% New 5,341 $412K
Simmons Bank 0.03% Reduce -0.7% 5,340 $412K
Beaumont Asset Management, L.L.C. 0.18% Add +22.6% 5,234 $403K
Callan Family Office, LLC 0.01% Reduce -2.4% 5,195 $400K
Eventide Asset Management, LLC 0.01% Add +15.2% 5,226 $399K
Freestone Capital Holdings, LLC 0.01% Reduce -1.8% 5,161 $398K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -88.6% 5,160 $398K
Gateway Wealth Partners, LLC 0.02% New 5,151 $397K
Ingalls & Snyder LLC 0.01% Add +0.2% 5,151 $397K
Advisory Services Network, LLC 0.01% Add +14.4% 5,110 $394K
Cary Street Partners Financial LLC 0.01% Reduce -0.7% 5,110 $394K
MQS Management LLC 0.26% Add +4.2% 5,066 $390K
Rehmann Capital Advisory Group 0.02% Reduce -23.9% 5,063 $390K
Elevation Point Wealth Partners, LLC 0.01% New 5,041 $389K
Sterneck Capital Management, LLC 0.17% Add +43.1% 5,038 $388K
Independent Advisor Alliance 0.00% Reduce -68.5% 4,994 $385K
LMR Partners LLP 0.00% Add +78.2% 4,942 $381K
Kingsview Wealth Management, LLC 0.01% Add +0.2% 4,939 $381K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.3% 4,939 $381K
Tocqueville Asset Management L.P. 0.01% No change 4,907 $378K
Investment Advisory Services Inc. /TX 0.12% Reduce -4.2% 4,892 $377K
Garrison Point Advisors, LLC 0.17% Reduce -4.8% 4,875 $376K
Baker Tilly Wealth Management, LLC 0.09% New 4,870 $375K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 4,867 $375K
Fifth Third Wealth Advisors LLC 0.01% Add +15.9% 4,766 $367K
Montag A & Associates Inc. 0.02% Reduce -4.1% 4,749 $366K
Burling Wealth Partners, LLC 0.06% Reduce -6.6% 4,707 $363K
Vancity Investment Management Ltd 0.06% Reduce -7.4% 4,672 $360K
CX Institutional 0.01% Reduce -11.0% 4,673 $360K
Core Wealth Partners LLC 0.17% No change 4,670 $360K
Beck Mack & Oliver LLC 0.01% No change 4,582 $353K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +97.7% 4,568 $352K
Quarry LP 0.07% Reduce -29.8% 4,563 $352K
Private Wealth Asset Management, LLC 0.04% Reduce -0.1% 4,527 $349K
Everett Harris & Co. 0.00% No change 4,518 $348K
Checchi Capital Advisers, LLC 0.02% Add +10.9% 4,489 $346K
Moors & Cabot, Inc. 0.01% Reduce -6.3% 4,441 $342K
Excalibur Management Corp. 0.12% Reduce -0.8% 4,398 $339K
Apella Capital, LLC 0.01% Add +39.5% 4,157 $338K
Abc Arbitrage SA 0.04% New 4,358 $336K
WASHINGTON TRUST Co 0.01% Reduce -1.3% 4,323 $333K
Drexel Morgan & Co. 0.05% No change 4,288 $331K
Frec Markets, Inc. 0.06% New 4,283 $330K
Fortune Financial Advisors, LLC 0.17% Add +11.8% 4,280 $330K
Pointe Capital Management LLC 0.16% No change 4,202 $324K
Prime Capital Investment Advisors, LLC 0.00% Reduce -8.5% 4,196 $323K
Exencial Wealth Advisors, LLC 0.01% Reduce -13.2% 4,185 $323K
Texas Bank & Trust Co 0.12% Reduce -5.7% 4,150 $320K
OpenArc Corporate Advisory, LLC 0.00% Reduce -6.8% 4,147 $320K
Shakespeare Wealth Management, LLC 0.08% No change 4,142 $319K
Moneta Group Investment Advisors LLC 0.00% Reduce -40.4% 4,137 $319K
Ritholtz Wealth Management 0.01% Add +12.1% 4,124 $318K
Signaturefd, LLC 0.00% Reduce -13.2% 4,102 $316K
Beese Fulmer Investment Management, Inc. 0.02% Add +4.8% 4,072 $314K
Vestmark Advisory Solutions, Inc. 0.00% New 4,022 $310K
Wendell David Associates Inc. 0.03% No change 4,027 $310K
Knollwood Investment Advisory, LLC 0.03% No change 4,008 $309K
Phoenix Financial Ltd. 0.00% Add +22.7% 3,977 $308K
HUB Investment Partners, LLC 0.01% New 3,984 $307K
Hunter Perkins Capital Management, LLC 0.07% New 3,982 $307K
HBK Sorce Advisory LLC 0.01% Reduce -3.7% 4,100 $307K
Hancock Whitney Corp. 0.01% Reduce -2.4% 3,938 $305K
Sage Capital Management, LLC 0.14% Reduce -29.6% 3,923 $303K
1ST Source Bank 0.02% Reduce -3.1% 3,920 $302K
Patten & Patten Inc. 0.02% Reduce -2.4% 3,915 $302K
Rialto Wealth Management, LLC 0.07% Add +0.2% 3,906 $301K
Guggenheim Capital LLC 0.00% Reduce -22.0% 3,897 $300K
V-Square Quantitative Management LLC 0.03% Reduce -9.4% 3,894 $300K
Radnor Capital Management, LLC 0.04% No change 3,892 $300K
Shelton Capital Management 0.01% Add +2.7% 3,866 $298K
Westpac Banking Corp. 0.02% No change 3,856 $297K
Rexford Capital Inc. 0.21% Reduce -0.2% 3,855 $297K
First Western Trust Bank 0.01% No change 3,826 $295K
Atwood & Palmer Inc. 0.02% Reduce -2.5% 3,825 $295K
Philadelphia Trust Co. 0.02% Reduce -2.8% 3,818 $294K
Bar Harbor Wealth Management 0.02% Reduce -4.5% 3,788 $292K
Sovereign Financial Group, Inc. 0.05% Reduce -1.1% 3,782 $292K
Kathmere Capital Management, LLC 0.02% Add +53.2% 3,775 $291K
Rothschild Investment LLC 0.02% Reduce -29.6% 3,775 $291K
BTG Pactual Asset Management US LLC 0.03% Add +19.5% 3,769 $291K
Atom Investors LP 0.02% Reduce -16.1% 3,768 $290K
Robinson Smith Wealth Advisors LLC 0.19% No change 3,713 $286K
Crestwood Advisors Group, LLC 0.00% Add +31.6% 3,713 $286K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -2.9% 3,713 $286K
Profund Advisors LLC 0.01% Add +3.9% 3,654 $282K
Fidelis Capital Partners, LLC 0.02% Add +2.6% 3,642 $281K
Busey Bank 0.01% Reduce -10.3% 3,635 $280K
Cigna Investments Inc. 0.04% Reduce -5.5% 3,612 $278K
LGT Group Foundation 0.00% No change 3,606 $278K
Grey Ledge Advisors, LLC 0.06% Reduce -0.2% 3,597 $277K
Inceptionr LLC 0.07% Reduce -69.1% 3,568 $275K
Moody National Bank Trust Division 0.03% Add +1.8% 3,566 $275K
Armistice Capital, LLC 0.01% New 3,535 $272K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.9% 3,520 $271K
BSW Wealth Partners 0.03% Add +0.2% 3,503 $270K
Fiduciary Group, LLC 0.02% Reduce -6.3% 3,503 $270K
Chiron Capital Management, LLC 0.28% — 3,500 $270K
Sanders Morris Harris LLC 0.04% New 3,500 $270K
Menora Mivtachim Holdings LTD. 0.00% No change 3,500 $270K
Holderness Investments Co. 0.05% Reduce -1.6% 3,495 $269K
Journey Strategic Wealth LLC 0.01% Add +14.4% 3,487 $269K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.5% 3,486 $269K
HORAN Wealth, LLC 0.03% No change 3,096 $267K
Copeland Capital Management, LLC 0.01% Add +18.3% 3,460 $267K
Americana Partners, LLC 0.01% Add +0.4% 3,423 $264K
Bell Investment Advisors, Inc 0.04% No change 3,407 $263K
Valeo Financial Advisors, LLC 0.01% Reduce -27.9% 3,398 $262K
Great Diamond Partners, LLC 0.05% Reduce -1.5% 3,394 $262K
Kintegral Advisory, LLC 0.02% Reduce -4.2% 3,392 $261K
CreativeOne Wealth, LLC 0.01% Add +15.7% 3,391 $261K
Ascent Group, LLC 0.01% Add +16.0% 3,376 $260K
Farmers National Bank 0.06% No change 3,375 $260K
Independent Financial Group, LLC 0.01% Reduce -23.3% 3,364 $259K
Wedbush Securities Inc. 0.01% Reduce -48.8% 3,354 $259K
Strategic Planning, Inc. 0.13% Add +0.5% 3,352 $258K
Fruth Investment Management 0.06% Reduce -1.6% 3,350 $258K
Northwest Bancshares, Inc. 0.05% Reduce -2.5% 3,343 $258K
Howland Capital Management LLC 0.01% No change 3,324 $256K
Deseret Mutual Benefit Administrators 0.09% Add +79.3% 3,300 $254K
Addison Advisors LLC 0.06% Reduce -4.6% 3,300 $254K
Aberdeen Wealth Management LLC 0.12% No change 3,299 $254K
Boyd Watterson Asset Management LLC 0.08% Add +2.0% 3,282 $253K
Aptus Capital Advisors, LLC 0.00% Reduce -41.1% 3,274 $252K
First Citizens Bank & Trust Co. 0.01% Reduce -0.6% 3,264 $252K
Resonant Capital Advisors, LLC 0.01% Reduce -0.3% 3,262 $251K
Orographic Financial Advisors, LLC 0.18% — 3,259 $251K
NorthCrest Asset Manangement, LLC 0.01% Reduce -58.8% 3,222 $251K
Ellevest, Inc. 0.03% Reduce -3.6% 3,252 $251K
Flagship Harbor Advisors, LLC 0.01% Add +7.1% 3,249 $250K
Coldstream Capital Management Inc. 0.00% Add +19.0% 3,240 $250K
Kenora Financial, LLC 0.09% No change 3,222 $248K
Foster & Motley Inc. 0.01% No change 3,218 $248K
Compound Planning, Inc. 0.01% New 3,217 $248K
PFG Investments, LLC 0.01% Add +2.7% 3,215 $248K
Mystic Asset Management, Inc. 0.06% Reduce -9.8% 3,201 $247K
Philadelphia Investment Partners, LLC 0.17% — 3,190 $246K
Interchange Capital Partners, LLC 0.08% New 2,405 $245K
DF Dent & Co. Inc. 0.00% New 3,165 $244K
Ferguson Wellman Capital Management, Inc. 0.00% No change 3,164 $244K
Verdence Capital Advisors LLC 0.01% Reduce -23.4% 3,134 $242K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -24.5% 3,129 $241K
AE Wealth Management LLC 0.00% Add +11.4% 3,115 $240K
Marex Group Ltd 0.00% New 3,114 $240K
VestGen Advisors, LLC 0.01% Reduce -7.4% 3,205 $238K
First National Bank of Omaha 0.01% No change 3,102 $237K
Mitchell McLeod Pugh & Williams Inc. 0.03% Add +2.7% 3,071 $237K
TCTC Holdings, LLC 0.01% Reduce -5.8% 3,062 $236K
Arlington Partners LLC 0.47% New 3,052 $235K
Quadcap Wealth Management, LLC 0.03% Add +25.6% 3,030 $234K
General Partner, Inc. 0.14% No change 3,029 $233K
Meridian Wealth Management, LLC 0.01% Add +0.1% 3,025 $233K
Aprio Wealth Management, LLC 0.01% New 3,016 $232K
Kingswood Wealth Advisors, LLC 0.01% Add +10.1% 3,008 $232K
Bleichroeder LP 0.04% No change 3,000 $231K
St. Louis Trust Co 0.03% No change 3,000 $231K
Systematic Financial Management LP 0.01% No change 3,000 $231K
Tiemann Investment Advisors, LLC 0.09% Add +1.7% 2,999 $231K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -0.4% 3,000 $231K
Becker Capital Management Inc. 0.01% Reduce -0.4% 2,991 $231K
Boston Family Office LLC 0.02% Add +0.8% 2,967 $229K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -10.9% 2,864 $229K
Advisor OS, LLC 0.02% Reduce -0.2% 2,958 $228K
St Germain D J Co. Inc. 0.01% Reduce -4.0% 2,921 $225K
Signature Wealth Management Partners, LLC 0.11% No change 2,910 $224K
GAMCO Investors 0.00% Reduce -21.6% 2,900 $224K
Bokf, NA 0.00% Reduce -13.6% 2,892 $223K
JM2 Capital Inc. 0.18% Reduce -0.5% 2,888 $223K
Fourpath Capital Management, LLC 0.03% Add +2.6% 2,879 $222K
Roehl & Yi Investment Advisors, LLC 0.08% New 2,859 $220K
Patton Fund Management, Inc. 0.04% Add +10.9% 2,850 $220K
J. Team Financial, Inc. 0.25% Reduce -10.2% 2,840 $219K
S.A. Mason LLC 0.08% Add +0.0% 2,820 $217K
Integrity Alliance, Llc. 0.01% Reduce -5.8% 2,814 $217K
Forbes J M & Co. LLP 0.02% No change 2,806 $216K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -45.3% 2,800 $216K
Legacy Trust 0.04% Add +3.1% 2,798 $216K
AlphaCore Capital LLC 0.01% Reduce -47.0% 2,792 $215K
Scientech Research LLC 0.18% Reduce -9.3% 2,787 $215K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.2% 2,783 $214K
Caldwell Trust Co 0.02% Reduce -2.1% 2,774 $214K
Aull & Monroe Investment Management Corp 0.10% No change 2,770 $214K
Harbour Investments, Inc. 0.00% Add +159.6% 2,767 $213K
Heritage Wealth Management, Inc. 0.11% Reduce -1.8% 2,767 $213K
KOM Wealth Management Group, LLC 0.15% No change 2,765 $213K
Calamos Wealth Management LLC 0.01% New 2,765 $213K
Great Valley Advisor Group, Inc. 0.00% Add +9.4% 2,758 $213K
U.S. Capital Wealth Advisors, LLC 0.01% Add +19.3% 2,759 $213K
EntryPoint Capital, LLC 0.06% No change 2,742 $211K
CHICAGO TRUST Co NA 0.03% New 2,717 $209K
Vann Equity Management LLC 0.15% — 2,710 $209K
Kraematon Investment Advisors, Inc. 0.17% Reduce -19.8% 2,698 $208K
Cyndeo Wealth Partners, LLC 0.01% Reduce -0.1% 2,692 $207K
Colonial Trust Co / SC 0.03% Add +2.8% 2,688 $207K
Oslo Pensjonsforsikring AS 0.03% — 2,686 $207K
Eagle Wealth Advisors LLC 0.19% No change 2,685 $207K
IHT Wealth Management, LLC 0.00% Reduce -11.9% 2,684 $207K
LCM Capital Management Inc 0.10% No change 2,670 $206K
First Affirmative Financial Network 0.08% — 2,666 $205K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -63.1% 2,664 $205K
Ancora Advisors LLC 0.00% Reduce -11.9% 2,663 $205K
Corient IA LP 0.19% Reduce -11.3% 2,660 $205K
Charter Oak Capital Management, LLC 0.02% Reduce -1.1% 2,654 $205K
Mengis Capital Management, Inc. 0.04% No change 2,650 $204K
NTV Asset Management LLC 0.02% Reduce -9.0% 2,650 $204K
Burke & Herbert Bank & Trust Co. 0.06% No change 2,649 $204K
Montecito Bank & Trust 0.03% No change 2,640 $203K
Riverwater Partners LLC 0.07% Reduce -2.0% 2,639 $203K
Supplemental Annuity Collective Trust of NJ 0.06% Reduce -38.6% 2,639 $203K
Panagora Asset Management Inc. 0.00% No change 2,627 $202K
R Squared Ltd 0.11% Reduce -85.0% 2,623 $202K
EverSource Wealth Advisors, LLC 0.01% Reduce -46.6% 2,618 $202K
Innovative Asset Advisors Group, LLC 0.12% — 2,617 $202K
Kuhn & Co Investment Counsel 0.13% No change 2,609 $201K
Mather Group, Llc. 0.00% Reduce -22.1% 2,555 $197K
New England Capital Financial Advisors LLC 0.05% Reduce -3.9% 2,533 $195K
Vanguard National Trust Co 0.01% — 2,516 $194K
City Holding Co. 0.02% Reduce -16.3% 2,438 $188K
Washington Trust Advisors, Inc. 0.01% Add +3.4% 2,377 $183K
Manning & Napier Advisors LLC 0.00% No change 2,370 $183K
Wellington Shields & Co., LLC 0.05% No change 2,346 $181K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -16.6% 2,276 $175K
Silicon Valley Capital Partners 0.02% No change 2,272 $175K
Compagnie Lombard Odier SCmA 0.00% No change 2,268 $175K
Los Angeles Capital Management LLC 0.00% Reduce -96.0% 2,230 $172K
Penserra Capital Management LLC 0.00% Add +3.2% 2,237 $171K
Tiaa Trust, National Association 0.01% Reduce -83.6% 2,174 $168K
Smartleaf Asset Management LLC 0.01% Reduce -7.3% 2,128 $162K
Napier Financial, LLC 0.04% New 2,080 $160K
Broadwater Capital Management LLC 0.12% No change 1,822 $159K
International Assets Investment Management, LLC 0.01% Reduce -5.2% 2,048 $159K
GHP Investment Advisors, Inc. 0.01% Reduce -5.5% 1,969 $152K
Ninety One North America, Inc. 0.01% Reduce -36.9% 1,969 $152K
Arax Advisory Partners 0.00% Add +18.6% 1,991 $151K
Acropolis Investment Management, LLC 0.01% New 1,953 $151K
Centaurus Financial, Inc. 0.01% Add +5.6% 1,896 $146K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,850 $143K
North Star Investment Management Corp. 0.01% Add +33.0% 1,816 $140K
Cassaday & Co Wealth Management LLC 0.00% New 1,777 $137K
Ares Financial Consulting, LLC 0.10% Add +4.9% 1,713 $133K
Bayforest Capital Ltd 0.15% New 1,712 $132K
Versant Capital Management, Inc 0.01% Add +65.9% 1,712 $132K
Colonial Trust Advisors 0.01% Reduce -2.9% 1,670 $129K
Smithfield Trust Co 0.01% No change 1,660 $128K
Group One Trading LLC 0.00% Add +303.9% 1,652 $127K
Trust Co 0.01% No change 1,625 $125K
Strategic Investment Advisors / MI 0.01% New 1,611 $124K
Citizens National Bank Trust Department 0.02% No change 1,610 $124K
Crewe Advisors LLC 0.01% Add +18.8% 1,605 $124K
SouthState Bank Corp 0.01% Reduce -13.0% 1,591 $123K
Geneos Wealth Management Inc. 0.00% No change 1,584 $122K
Basecamp Wealth Advisors LLC 0.03% Reduce -0.8% 1,578 $122K
Adirondack Trust Co. 0.04% No change 1,541 $119K
Destiny Wealth Partners, LLC 0.01% New 1,526 $118K
Harbor Investment Advisory, LLC 0.01% Reduce -4.6% 1,475 $114K
Opal Wealth Advisors, LLC 0.03% New 1,468 $113K
Manchester Capital Management LLC 0.02% Add +0.1% 1,452 $112K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,366 $105K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -3.5% 1,357 $105K
South Dakota Investment Council 0.00% New 1,350 $104K
Parkside Financial Bank & Trust 0.01% Reduce -9.9% 1,323 $102K
Cromwell Holdings LLC 0.06% Add +0.6% 1,293 $100K
Resources Management Corp. /CT/ 0.01% No change 1,290 $99K
Steph & Co. 0.03% No change 1,261 $97K
Root Financial Partners, LLC 0.00% Add +282.3% 1,254 $97K
Anchor Investment Management, LLC 0.01% Add +0.1% 1,214 $94K
Webster Bank, N. A. 0.01% Reduce -2.0% 1,208 $93K
Evelyn Partners Asset Management Ltd 0.02% Add +93.5% 1,159 $89K
Asset Dedication, LLC 0.01% Reduce -23.8% 1,146 $88K
Caldwell Sutter Capital, Inc. 0.04% Reduce -9.9% 1,141 $88K
CVA Family Office, LLC 0.01% Reduce -9.9% 1,135 $87K
Financial Consulate, Inc. 0.01% Reduce -22.0% 1,122 $86K
Parvin Asset Management, LLC 0.06% No change 1,112 $86K
Ulland Investment Advisors, LLC 0.07% Reduce -0.5% 1,108 $85K
Bangor Savings Bank 0.01% No change 1,101 $85K
Evelyn Partners Investment Management LLP 0.00% Reduce -31.0% 1,080 $83K
CYBER HORNET ETFs LLC 0.05% Reduce -8.1% 1,071 $83K
First Financial Corp. 0.03% Add +2.4% 1,062 $82K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 1,041 $80K
Gen-Wealth Partners Inc 0.02% No change 1,025 $79K
Cherry Tree Wealth Management, LLC 0.02% No change 1,011 $78K
1015 Capital Partners, LLC 0.08% Reduce -0.1% 1,008 $78K
Capital Analysts, LLC 0.00% No change 989 $77K
Estabrook Capital Management 0.01% No change 982 $76K
Beacon Investment Advisory Services, Inc. 0.00% New 972 $75K
Blue Trust, Inc. 0.00% Reduce -37.3% 912 $70K
Grove Bank & Trust 0.01% Reduce -5.7% 903 $70K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -27.2% 901 $69K
MV Capital Management, Inc. 0.01% Reduce -1.1% 895 $69K
Evelyn Partners Investment Management Services Ltd 0.01% No change 878 $68K
Leonteq Securities AG 0.00% Reduce -40.3% 855 $66K
Hanson & Doremus Investment Management 0.01% Reduce -15.1% 847 $65K
JTC Employer Solutions Trustee Ltd 0.01% No change 822 $64K
Evermay Wealth Management LLC 0.01% No change 822 $63K
Piscataqua Savings Bank 0.04% No change 822 $63K
Brown, Lisle/Cummings, Inc. 0.02% No change 820 $63K
Clearstead Trust, LLC 0.01% No change 805 $62K
Spire Wealth Management 0.00% Add +10.3% 778 $60K
Rossby Financial, LCC 0.01% Add +876.0% 771 $60K
First Horizon Corp. 0.00% Add +4.5% 760 $59K
Capula Management Ltd 0.00% New 760 $59K
Sawyer & Company, Inc 0.02% No change 750 $58K
ESL Trust Services, LLC 0.01% No change 750 $58K
Pacifica Partners Inc. 0.02% No change 741 $57K
Costello Asset Management, INC 0.02% Add +0.7% 733 $56K
Covestor Ltd 0.04% Reduce -49.6% 726 $56K
Cary Street Partners Investment Advisory LLC 0.01% Add +178.5% 724 $56K
Bellevue Asset Management, LLC 0.03% No change 716 $55K
Quent Capital, LLC 0.00% Reduce -45.3% 710 $55K
Mark Sheptoff Financial Planning, LLC 0.03% No change 724 $55K
OAKMONT Corp 0.01% No change 705 $54K
Financial Life Planners 0.04% New 703 $54K
Aventura Private Wealth, LLC 0.02% Reduce -8.7% 702 $54K
Zions Bancorporation, National Association 0.00% Reduce -4.8% 678 $52K
Indiana Trust & Investment Management Co 0.02% No change 676 $52K
CoreCap Advisors, LLC 0.00% Reduce -1.0% 668 $51K
Acima Private Wealth, LLC 0.02% No change 650 $50K
Wealth Enhancement Trust Services, Inc. 0.01% Add +4.5% 648 $50K
Center for Financial Planning, Inc. 0.01% No change 635 $49K
Community Bank, N.A. 0.01% Add +69.3% 635 $49K
City State Bank 0.01% No change 624 $48K
Basepoint Wealth LLC 0.03% Add +3.5% 622 $48K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 620 $48K
DHJJ Financial Advisors, Ltd. 0.02% No change 620 $48K
Synergy Investment Management, LLC 0.02% New 619 $48K
Ramirez Asset Management, Inc. 0.01% Reduce -45.5% 600 $46K
SBI Securities Co., Ltd. 0.00% Add +5.1% 597 $46K
Southern Michigan Bank & Trust 0.02% — 595 $46K
Bank of New Hampshire 0.01% Reduce -63.3% 579 $45K
Key Financial Inc 0.01% No change 578 $45K
First Command Advisory Services, Inc. 0.00% Add +18.6% 575 $44K
Chesapeake Asset Management LLC 0.03% Reduce -26.7% 550 $42K
True Wealth Design, LLC 0.01% Reduce -0.5% 550 $42K
Community Financial Services Group, LLC 0.01% New 536 $42K
Wall Street Financial Group, Inc. 0.02% New 538 $41K
Bullock Wealth Management Group 0.02% Reduce -1.9% 528 $41K
WPG Advisers, LLC 0.03% Reduce -12.6% 520 $40K
Quaker Wealth Management, LLC 0.01% Add +1.8% 511 $39K
Cypress Capital Management LLC (WY) 0.04% No change 500 $39K
Hilltop National Bank 0.01% Reduce -3.5% 500 $39K
Toth Financial Advisory Corp. 0.00% Reduce -40.1% 500 $39K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +70.8% 492 $38K
Lanark Financial, Inc. 0.00% Add +40.3% 484 $37K
Creative Financial Designs Inc. 0.00% No change 477 $37K
Gables Capital Management Inc. 0.02% No change 475 $37K
CoreFirst Bank & Trust 0.02% No change 473 $36K
Flagship Wealth Advisors, LLC 0.02% No change 368 $36K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.7% 462 $36K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.4% 466 $36K
MCF Advisors LLC 0.00% Reduce -25.2% 421 $32K
MTM Investment Management, LLC 0.01% No change 408 $31K
Independence Bank of Kentucky 0.00% Reduce -50.5% 401 $31K
Financial Network Wealth Advisors LLC 0.03% Reduce -3.4% 400 $31K
Boreal Capital Management LLC 0.03% No change 400 $31K
Wellington Shields Capital Management, LLC 0.00% No change 400 $31K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 396 $31K
MidFirst Bank 0.00% Add +0.3% 396 $31K
TFC Financial Management, Inc. 0.00% Reduce -2.5% 387 $30K
Vision Retirement, LLC 0.01% Reduce -11.9% 377 $29K
Orion Capital Management LLC 0.01% No change 375 $29K
Keating Financial Advisory Services, Inc. 0.00% Reduce -6.3% 374 $29K
Pinnacle Bancorp, Inc. 0.01% Add +7.2% 371 $29K
JFS Wealth Advisors, LLC 0.00% Reduce -25.9% 370 $29K
Meramec Financial Planners, LLC 0.01% No change 345 $28K
Monetary Management Group Inc. 0.01% Reduce -29.5% 359 $28K
Abound Wealth Management 0.01% Add +14.6% 353 $27K
Paladin Advisory Group, LLC 0.02% No change 353 $27K
Motco 0.00% Reduce -8.7% 345 $27K
Fortitude Family Office, LLC 0.01% Add +17.1% 343 $26K
American Capital Advisory, LLC 0.01% No change 342 $26K
Westside Investment Management, Inc. 0.00% Reduce -2.0% 336 $26K
Oakworth Capital, Inc. 0.00% Reduce -4.1% 329 $25K
Valley National Advisers Inc. 0.00% Reduce -3.6% 320 $24K
United Community Bank 0.01% No change 305 $24K
JNBA Financial Advisors 0.00% Reduce -33.3% 303 $23K
Board of the Pension Protection Fund 0.02% Reduce -25.0% 300 $23K
Hoertkorn Richard Charles 0.02% Reduce -53.1% 300 $23K
Old Second National Bank of Aurora 0.00% No change 300 $23K
Missouri Trust & Investment Co 0.01% No change 295 $23K
Essential Partners LLC 0.01% Reduce -88.2% 294 $23K
Prestige Wealth Management Group LLC 0.00% Reduce -9.0% 293 $23K
Investment Research & Advisory Group, Inc. 0.01% No change 290 $22K
Golden State Wealth Management, LLC 0.00% No change 289 $22K
First United Bank & Trust 0.01% No change 275 $21K
Crews Bank & Trust 0.00% Add +14.5% 269 $21K
Kelleher Financial Advisors 0.01% No change 253 $20K
Measured Wealth Private Client Group, LLC 0.01% No change 251 $19K
Trask Adam Roland 0.02% — 250 $19K
Mascoma Wealth Management LLC 0.00% No change 250 $19K
GW&K Investment Management, LLC 0.00% Reduce -12.1% 246 $19K
Consultiva Wealth Management, Corp. 0.05% No change 245 $19K
Owl Creek Wealth Partners LLC 0.01% — 240 $19K
Acumen Wealth Advisors, LLC 0.01% No change 240 $19K
Central Pacific Bank - Trust Division 0.00% No change 235 $18K
Loomis Sayles & Co. L P 0.00% Reduce -28.2% 232 $18K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 230 $18K
Bravera Wealth 0.01% No change 230 $18K
Global X Japan Co., Ltd. 0.00% Reduce -3.0% 229 $18K
DT Investment Partners, LLC 0.00% No change 227 $17K
Ascentis Independent Advisors 0.00% New 226 $17K
Physician Wealth Advisors, Inc. 0.00% Add +1.4% 224 $17K
NFSG Corp 0.00% Add +0.5% 223 $17K
Curat Global, LLC 0.02% No change 217 $17K
Nemes Rush Group LLC 0.00% Add +10.2% 217 $17K
Birchbrook, Inc. 0.01% No change 212 $16K
Sunbelt Securities, Inc. 0.00% Add +0.5% 204 $16K
TD Capital Management LLC 0.00% Add +0.5% 203 $16K
Highline Wealth Partners LLC 0.00% Add +14.8% 202 $16K
Olistico Wealth, LLC 0.01% No change 200 $15K
Barrett & Company, Inc. 0.01% No change 200 $15K
Red Tortoise LLC 0.01% No change 198 $15K
Hara Capital LLC 0.01% No change 195 $15K
West Branch Capital LLC 0.00% No change 192 $15K
Entrust Financial LLC 0.01% No change 187 $14K
Financial Perspectives, Inc 0.00% No change 180 $14K
Clayton Financial Group LLC 0.01% Reduce -19.0% 175 $13K
Glen Eagle Advisors, LLC 0.00% No change 174 $13K
Cedar Mountain Advisors, LLC 0.00% Add +0.6% 174 $13K
Tanglewood Legacy Advisors, LLC 0.00% No change 167 $13K
Tompkins Financial Corp. 0.00% No change 167 $13K
Cranbrook Wealth Management, LLC 0.00% No change 162 $12K
Rachor Investment Advisory Services, LLC 0.01% No change 160 $12K
Kemnay Advisory Services Inc. 0.00% Add +26.8% 156 $12K
Merrithew & Thorsten Inc 0.01% Add +0.6% 164 $12K
Archer Investment Corp 0.00% No change 155 $12K
Sound Income Strategies, LLC 0.00% Reduce -10.5% 154 $12K
Johnson Financial Group, Inc. 0.00% Reduce -3.8% 152 $12K
Walsh & Associates, LLC 0.01% No change 150 $12K
Cetera Trust Company, N.A 0.01% Reduce -40.0% 150 $12K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $12K
Meeder Asset Management Inc. 0.00% Reduce -21.2% 145 $11K
Twin Peaks Wealth Advisors, LLC 0.00% New 144 $11K
Coastline Trust Co 0.00% Add +57.8% 142 $11K
CNB Bank 0.00% No change 141 $11K
Frazier Financial Advisors, LLC 0.01% No change 140 $11K
SHP Wealth Management 0.00% Add +39.0% 139 $11K
Armstrong Advisory Group, Inc. 0.00% No change 138 $11K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 137 $11K
First Community Trust NA 0.01% Reduce -68.8% 136 $10K
Clean Yield Group 0.00% No change 134 $10K
Wilkerson Advisory Group LLC 0.00% Add +68.0% 131 $10K
JPL Wealth Management, LLC 0.00% New 129 $10K
SJS Investment Consulting Inc. 0.00% Reduce -66.8% 128 $10K
Plante Moran Financial Advisors, LLC 0.00% Reduce -46.4% 127 $10K
Whipplewood Advisors, LLC 0.00% New 123 $9K
Chilton Capital Management LLC 0.00% Reduce -33.5% 119 $9K
Sittner & Nelson, LLC 0.00% No change 118 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -34.5% 116 $9K
Dorato Capital Management 0.01% No change 110 $9K
CGC Financial Services, LLC 0.00% No change 110 $8K
Rosenberg Matthew Hamilton 0.00% No change 107 $8K
Swiss Re Ltd. 0.05% No change 104 $8K
CKW Financial Group 0.00% Add +1.0% 104 $8K
Raffa Wealth Management, LLC 0.00% Add +87.3% 103 $8K
Kentucky Trust Co 0.00% No change 100 $8K
YANKCOM Partnership 0.00% No change 100 $8K
VSM Wealth Advisory, LLC 0.00% No change 100 $8K
Global Wealth Strategies & Associates 0.00% No change 100 $8K
Lavaca Capital LLC 0.00% No change 100 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 100 $8K
Cornerstone Financial Management LLC 0.01% Add +38.0% 98 $8K
Cornerstone Planning Group LLC 0.00% Add +33.3% 92 $7K
Mosley Wealth Management 0.00% New 75 $7K
High Note Wealth, LLC 0.00% Add +11.3% 89 $7K
Activest Wealth Management 0.00% Reduce -65.9% 89 $7K
Transamerica Financial Advisors, LLC 0.00% Add +48.3% 86 $7K
Sachetta, LLC 0.00% Add +53.9% 80 $6K
BOK Financial Private Wealth, Inc. 0.00% No change 80 $6K
High Point Wealth Management, LLC 0.01% New 80 $6K
Front Row Advisors LLC 0.00% No change 80 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -8.1% 79 $6K
LGT Financial Advisors LLC 0.03% No change 71 $5K
Kilter Group LLC 0.00% Add +59.1% 70 $5K
Financial Gravity Asset Management, Inc. 0.00% Add +45.8% 70 $5K
Summit Securities Group LLC 0.00% Reduce -88.9% 64 $5K
Main Street Group, LTD 0.00% New 62 $5K
Holos Integrated Wealth LLC 0.00% No change 60 $5K
Millstone Evans Group, LLC 0.00% No change 59 $5K
Tower View Wealth Management LLC 0.00% No change 59 $5K
Provenance Wealth Advisors, LLC 0.00% No change 58 $4K
Comprehensive Financial Planning, Inc. 0.00% No change 55 $4K
Tidemark, LLC 0.00% New 55 $4K
Country Trust Bank 0.00% No change 55 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -4.6% 62 $4K
United Financial Planning Group LLC 0.00% New 51 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 50 $4K
Pension & Wealth Management Advisors, Inc. 0.00% No change 50 $4K
N.E.W. Advisory Services LLC 0.00% New 50 $4K
Purpose Unlimited Inc. 0.00% No change 50 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 49 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -4.1% 47 $4K
Aspect Partners, LLC 0.00% No change 47 $4K
Westfuller Advisors, LLC 0.00% Add +4600.0% 47 $4K
Private Wealth Management Group, LLC 0.00% No change 46 $4K
Hoey Investments, Inc. 0.00% No change 46 $4K
S&T Bank 0.00% No change 45 $3K
McIlrath & Eck, LLC 0.00% No change 45 $3K
Lodestone Wealth Management LLC 0.00% No change 43 $3K
Y.D. More Investments Ltd 0.00% Reduce -1.6% 13,413 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +36.7% 41 $3K
Ankerstar Wealth, LLC 0.00% Reduce -20.0% 40 $3K
Peoples Financial Services Corp. 0.00% No change 40 $3K
Avion Wealth 0.00% Reduce -2.0% 49 $3K
Fortis Group Advisors, LLC 0.00% No change 38 $3K
Abound Financial, LLC 0.00% No change 37 $3K
Greykasell Wealth Strategies, Inc. 0.00% New 35 $3K
Torren Management, LLC 0.00% Reduce -24.4% 34 $3K
Bogart Wealth, LLC 0.00% Add +142.9% 34 $3K
Salomon & Ludwin, LLC 0.00% Reduce -82.5% 33 $3K
Westend Capital Management, LLC 0.00% No change 33 $3K
Harbor Asset Planning, Inc. 0.00% No change 32 $2K
Duncker Streett & Co. Inc. 0.00% Reduce -67.0% 32 $2K
Graney & King, LLC 0.00% No change 31 $2K
BankPlus Trust Department 0.00% No change 29 $2K
Financial Freedom, LLC 0.00% No change 28 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 28 $2K
Pinney & Scofield, Inc. 0.00% No change 27 $2K
PFS Partners, LLC 0.00% No change 27 $2K
Raleigh Capital Management Inc. 0.00% New 27 $2K
Marquette Asset Management, LLC 0.00% New 26 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 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
Dogwood Wealth Management LLC 0.00% Add +25.0% 25 $2K
Pacific Center for Financial Services 0.00% No change 25 $2K
Clark Wealth Partners 0.00% New 24 $2K
Creative Capital Management Investments LLC 0.00% No change 24 $2K
Battery Global Advisors, LLC 0.00% Reduce -69.0% 22 $2K
Vermillion Wealth Management, Inc. 0.00% New 22 $2K
Godfrey Financial Associates, Inc. 0.00% No change 21 $2K
Signature Resources Capital Management, LLC 0.00% No change 21 $2K
Truvestments Capital LLC 0.00% No change 21 $2K
Security National Bank 0.00% No change 21 $2K
Hollencrest Capital Management 0.00% No change 20 $2K
Sfam, LLC 0.00% No change 20 $2K
Asset Planning,Inc 0.00% No change 20 $2K
Elevation Wealth Partners, LLC 0.00% Reduce -94.6% 20 $2K
AdvisorNet Financial, Inc 0.00% Add +400.0% 20 $2K
Anfield Capital Management, LLC 0.00% New 19 $1K
Retirement Wealth Solutions LLC 0.00% Add +50.0% 18 $1K
Stone House Investment Management, LLC 0.00% Add +466.7% 17 $1K
Valued Wealth Advisors LLC 0.00% No change 17 $1K
Burk Holdings LLC 0.00% New 17 $1K
Gilpin Wealth Management, LLC 0.00% No change 16 $1K
Sunrise Financial Services, LLC 0.00% No change 15 $1K
Atlas Capital Advisors Inc. 0.00% No change 14 $1K
Heritage Wealth Advisors 0.00% New 14 $1K
Dunhill Financial, LLC 0.00% Reduce -65.8% 13 $1K
Navigoe, LLC 0.00% No change 25 $1K
Signature Equity Partners, LLC 0.00% Reduce -85.9% 12 $938
Fairscale Capital, LLC 0.00% No change 12 $925
Principia Wealth Advisory, LLC 0.00% Reduce -33.3% 12 $925
Game Plan Financial Advisors, LLC 0.00% No change 12 $925
Intentional Wealth Strategies, LLC 0.00% — 11 $848
Core Alternative Capital 0.00% No change 9 $694
Evergreen Advisors, LLC 0.00% New 9 $675
Breakwater Investment Management 0.00% New 6 $463
Towne Trust Company, N.A 0.00% No change 6 $462
North Ridge Wealth Advisors, Inc. 0.00% No change 5 $386
TopTier Wealth Management, LLC 0.00% New 5 $385
Nvwm, LLC 0.00% No change 5 $385
HFM Investment Advisors, LLC 0.00% Reduce -44.4% 5 $385
Beaird Harris Wealth Management, LLC 0.00% No change 5 $357
Seneschal Advisors, LLC 0.00% No change 4 $309
Fairman Group, LLC 0.00% No change 4 $308
Hilton Head Capital Partners, LLC 0.00% No change 4 $308
DecisionPoint Financial, LLC 0.00% No change 3 $232
Curio Wealth, LLC 0.00% New 3 $231
POM Investment Strategies, LLC 0.00% New 2 $154
Rakuten Securities, Inc. 0.00% No change 2 $154

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