Otis WorldwideOTIS

13F holders, Q2 2026 (June 30)
1,232holders −12
114new positions
122sold out
10famous investors
$71.68avg. 13F price*

At the end of Q2 2026, 1,232 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 12 from Q1 2026. 114 opened new positions and 122 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Capital Management LLC ($1.8B) and Vanguard Portfolio Management LLC ($1.4B). 10 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions114$220.9M
Exits122$653.0M

All 13F filers, Q1 2026 → Q2 2026: 38,984,803 shares bought and 35,410,806 shares sold, net +3,573,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,232 holders

BlackRock, Inc. 0.03% Reduce -1.9% 31,620,354 $2.3B
Vanguard Capital Management LLC 0.04% Reduce -0.8% 25,061,198 $1.8B
Vanguard Portfolio Management LLC 0.06% Add +1.3% 19,956,721 $1.4B
State Street Corp. 0.04% Add +2.9% 16,664,994 $1.2B
Geode Capital Management, LLC 0.05% Add +1.1% 12,589,525 $906.4M
Franklin Resources Inc. 0.19% Add +2.3% 11,784,188 $843.7M
Morgan Stanley 0.04% Reduce -15.4% 10,964,838 $785.1M
FMR LLC 0.03% Add +26.7% 10,109,592 $723.8M
Norges Bank 0.06% — 8,602,119 $615.9M
Clearbridge Investments, LLC 0.44% Add +177.3% 7,461,546 $534.2M
T. Rowe Price Associates Inc. 0.04% Reduce -30.9% 6,104,625 $437.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.23% Add +0.4% 5,918,140 $423.7M
D. E. Shaw & Co. 0.26% Add +57.4% 5,439,203 $389.4M
Independent Franchise Partners LLP 2.42% Add +414.0% 5,152,104 $368.9M
AQR Capital Management 0.12% Add +204.7% 4,625,150 $331.2M
PineStone Asset Management Inc. 1.90% Reduce -4.5% 4,290,454 $307.2M
Massachusetts Financial Services Co. 0.10% Reduce -46.0% 4,103,431 $303.9M
Fiera Capital Corp 1.08% Reduce -15.0% 4,138,739 $296.3M
Van Eck Associates Corp. 0.18% Add +0.6% 3,993,011 $285.9M
Invesco Ltd. 0.02% Reduce -0.4% 3,953,975 $283.1M
Northern Trust Corp. 0.03% Reduce -3.9% 3,900,999 $279.3M
BLS Capital Fondsmaeglerselskab A/S 10.72% Reduce -11.4% 3,885,445 $278.2M
Wellington Management Group LLP 0.04% Reduce -5.3% 3,335,941 $238.9M
Goldman Sachs Group Inc. 0.02% Add +7.2% 3,165,336 $226.6M
Two Sigma Investments, LP 0.18% Add +62.0% 3,138,794 $224.7M
Canada Pension Plan Investment Board 0.12% Reduce -4.5% 3,114,562 $223.0M
JPMorgan Chase & Co. 0.01% Reduce -19.6% 3,021,264 $220.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -7.2% 3,071,357 $219.9M
Canoe Financial LP 2.70% Add +24.3% 3,044,476 $218.0M
Capital Research Global Investors 0.03% Add +0.8% 2,896,828 $207.4M
Bank of New York Mellon Corp 0.03% Reduce -3.8% 2,741,590 $196.3M
Bank of America Corp. 0.01% Add +0.1% 2,642,922 $189.2M
Charles Schwab Investment Management Inc. 0.02% Add +1.3% 2,480,957 $177.6M
Legal & General Group Plc 0.04% Reduce -8.7% 2,479,254 $177.5M
Schroder Investment Management Group 0.13% Add +1.0% 2,468,392 $176.7M
Clean Energy Transition LLP 11.49% Add +225.4% 2,305,007 $165.0M
Guinness Asset Management LTD 2.67% Reduce -6.1% 2,202,384 $157.6M
Vanguard Fiduciary Trust Co. 0.03% Reduce -1.6% 2,154,445 $154.3M
Primecap Management Co. 0.09% Reduce -1.8% 2,055,440 $147.2M
Dimensional Fund Advisors LP 0.03% Reduce -0.3% 1,963,270 $140.6M
Citadel Advisors 0.08% Add +148.4% 1,953,085 $139.8M
UBS Group AG 0.02% Add +53.8% 1,908,190 $136.6M
Bank of Montreal 0.05% Add +23.3% 1,906,445 $136.5M
Amundi 0.03% Reduce -2.2% 1,844,777 $132.1M
USS Investment Management Ltd 0.50% Reduce -0.5% 1,759,239 $126.0M
Deutsche Bank AG 0.04% Add +13.1% 1,718,901 $123.1M
Royal Bank of Canada 0.02% Add +110.7% 1,692,479 $121.2M
Renaissance Technologies 0.16% Reduce -6.3% 1,584,200 $113.4M
Man Group plc 0.20% Add +68.5% 1,475,345 $105.6M
Lazard Freres Gestion S.A.S. 1.76% Add +5.7% 1,417,110 $101.5M
Alliancebernstein L.P. 0.03% Reduce -65.9% 1,305,675 $100.6M
Pacer Advisors, Inc. 0.25% Add +6770.2% 1,367,999 $97.9M
Squarepoint Ops LLC 0.18% Reduce -4.8% 1,314,313 $94.1M
Worldquant Millennium Advisors LLC 0.32% Add +116.3% 1,311,319 $93.9M
HSBC Holdings PLC 0.04% Add +68.0% 1,269,413 $90.9M
CIBC Bancorp USA Inc. 0.11% Reduce -58.2% 1,196,850 $85.8M
Swiss National Bank 0.04% Reduce -4.1% 1,096,343 $78.5M
Russell Investments Group, Ltd. 0.07% Reduce -23.6% 1,095,264 $78.4M
Nomura Asset Management International Inc. 0.12% Reduce -5.8% 1,088,872 $78.0M
ExodusPoint Capital Management, LP 0.70% Add +37.7% 1,055,862 $75.6M
Scharf Investments, LLC 2.38% Reduce -13.6% 1,007,995 $72.2M
FIFTHDELTA Ltd 8.24% Add +5.8% 981,190 $70.3M
Nuveen, LLC 0.02% Reduce -18.4% 961,010 $68.8M
Qube Research & Technologies Ltd 0.08% Reduce -12.4% 951,989 $68.2M
Citigroup Inc. 0.03% Reduce -2.4% 926,254 $66.3M
Vanguard Global Advisers, LLC 0.03% Add +7.0% 910,424 $65.2M
HRT Financial LP 0.12% Add +30.7% 891,285 $63.8M
Wells Fargo & Company 0.01% Add +18.3% 880,714 $63.1M
Gates Capital Management, Inc. 2.04% Add +17.6% 867,273 $62.1M
Pictet Asset Management Holding SA 0.06% Reduce -38.7% 848,438 $60.7M
CI Investments Inc. 0.19% New 844,938 $60.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -4.1% 831,638 $59.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.7% 826,066 $59.1M
SG Americas Securities, LLC 0.03% Add +154.4% 813,630 $58.3M
BNP Paribas Financial Markets 0.03% Add +11.1% 766,832 $54.9M
National Pension Service 0.04% Add +16.6% 761,439 $54.5M
Great Lakes Advisors, LLC 0.41% Add +22.6% 759,953 $54.4M
Raymond James Financial Inc. 0.01% Add +56.0% 757,154 $54.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% Add +12.2% 750,800 $53.8M
Victory Capital Management Inc. 0.03% Add +0.8% 749,401 $53.7M
DNB Asset Management AS 0.15% Reduce -0.8% 746,976 $53.5M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -39.8% 733,014 $52.5M
Rhumbline Advisers 0.04% Reduce -6.0% 716,059 $51.3M
California Public Employees Retirement System 0.03% Add +0.0% 691,556 $49.5M
Neuberger Berman Group LLC 0.03% Add +2.8% 673,159 $48.3M
Brown Brothers Harriman & Co. 0.21% Reduce -13.8% 670,926 $48.0M
California State Teachers Retirement System 0.04% Add +1.3% 635,109 $45.5M
Envestnet Asset Management Inc. 0.01% Add +36.8% 634,538 $45.4M
Quantinno Capital Management LP 0.05% Add +155.4% 633,649 $45.4M
Allianz Asset Management GmbH 0.04% Add +11.8% 615,209 $44.0M
Fisher Asset Management 0.01% Reduce -5.2% 587,018 $42.0M
Principal Financial Group Inc. 0.02% Add +33.3% 582,859 $41.7M
Barclays PLC 0.01% Reduce -32.7% 575,468 $41.2M
Sei Investments Co. 0.04% Add +8.3% 574,680 $41.1M
Ameriprise Financial Inc. 0.01% Add +4.3% 549,082 $39.3M
Tudor Investment Corporation 0.16% New 540,436 $38.7M
Prudential Financial Inc. 0.04% Add +137.6% 533,373 $38.2M
Voloridge Investment Management, LLC 0.16% Reduce -44.5% 510,297 $36.5M
First Trust Advisors LP 0.02% Reduce -18.2% 468,973 $33.6M
GFI Investment Counsel Ltd. 4.30% Reduce -24.3% 442,927 $31.7M
HighTower Advisors, LLC 0.03% Reduce -26.7% 421,311 $30.2M
Storebrand Asset Management As 0.07% Reduce -2.4% 411,823 $29.5M
Millennium Management 0.02% Add +364.9% 411,556 $29.5M
ING Groep NV 0.14% Add +25.1% 409,443 $29.3M
Tidal Investments LLC 0.07% Reduce -5.7% 407,080 $29.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +24.4% 405,384 $29.1M
Korea Investment CORP 0.05% Add +8.7% 403,037 $28.9M
LPL Financial LLC 0.01% Add +45.6% 402,690 $28.8M
Railway Pension Investments Ltd 0.36% Reduce -3.7% 394,800 $28.3M
J. Stern & Co. LLP 2.62% Reduce -1.8% 387,610 $27.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +124.4% 379,671 $27.2M
Capital Fund Management S.A. 0.19% Reduce -36.4% 376,724 $27.0M
Bridgewater Associates 0.11% Add +30.8% 364,278 $26.1M
J. Safra Sarasin Holding AG 0.37% No change 337,541 $26.0M
Aberdeen Group plc 0.04% Add +7.0% 361,495 $25.9M
National Bank of Canada 0.02% Reduce -13.9% 359,625 $25.7M
CANADA LIFE ASSURANCE Co 0.04% Reduce -13.1% 355,553 $25.4M
Gotham Asset Management 0.06% Add +164.2% 351,227 $25.1M
Erste Asset Management GmbH 0.19% Add +88.8% 337,299 $24.5M
Boston Partners 0.02% Add +0.1% 341,831 $24.5M
Trexquant Investment LP 0.15% Add +159.8% 340,751 $24.4M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.6% 339,183 $24.3M
Aviva PLC 0.03% Add +0.7% 329,733 $23.6M
Nordea Investment Management AB 0.02% Add +232.4% 319,220 $22.9M
PNC Financial Services Group, Inc. 0.01% Reduce -7.2% 314,863 $22.5M
KLP Kapitalforvaltning As 0.07% Add +5.1% 309,242 $22.1M
Artisan Partners Limited Partnership 0.04% Reduce -25.4% 305,324 $21.9M
KBC Group NV 0.05% Reduce -34.5% 296,759 $21.2M
Segall Bryant & Hamill, LLC 0.24% Add +124.1% 285,534 $20.4M
Manufacturers Life Insurance Company, The 0.02% Reduce -5.0% 272,748 $19.5M
New York State Teachers Retirement System 0.04% Reduce -5.5% 271,620 $19.4M
Swedbank AB 0.02% Add +0.2% 267,246 $19.1M
Ensign Peak Advisors, Inc 0.03% Add +104.9% 263,835 $18.9M
APG Asset Management N.V. 0.05% Add +28.9% 300,722 $18.8M
Davidson Investment Advisors 0.77% Reduce -11.2% 262,612 $18.8M
Rathbones Group PLC 0.07% Reduce -26.6% 261,274 $18.7M
Stifel Financial Corp. 0.02% Add +66.3% 259,575 $18.6M
Corient Private Wealth LP 0.03% Add +70.2% 258,430 $18.5M
River Road Asset Management, LLC 0.20% New 255,913 $18.3M
Teacher Retirement System of Texas 0.05% Reduce -44.4% 249,147 $17.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -43.7% 242,687 $17.4M
Welch & Forbes LLC 0.21% Reduce -3.1% 238,066 $17.0M
Danske Bank A/S 0.03% Reduce -4.7% 232,894 $16.7M
Handelsbanken Fonder AB 0.05% Add +6.3% 226,957 $16.3M
New York State Common Retirement Fund 0.02% Reduce -3.9% 221,506 $15.9M
Pinebridge Investments LLC 0.13% Reduce -17.4% 215,750 $15.4M
Robeco Institutional Asset Management B.V. 0.02% Reduce -0.3% 215,220 $15.4M
Coerente Capital Management 2.77% Reduce -7.9% 209,885 $15.0M
State of Wisconsin Investment Board 0.03% Reduce -7.3% 207,244 $14.8M
First Eagle Investment Management, LLC 0.02% Add +5.0% 205,863 $14.7M
Creative Planning 0.01% Add +19.3% 203,400 $14.6M
Vanguard Investments Australia, Ltd. 0.04% Add +2.3% 198,109 $14.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% Add +59.9% 196,650 $14.1M
Jefferies Financial Group Inc. 0.13% Reduce -20.0% 193,236 $13.8M
Los Angeles Capital Management LLC 0.05% Add +8518.6% 192,195 $13.8M
Janney Montgomery Scott LLC 0.03% Add +87.4% 191,498 $13.7M
Royal London Asset Management Ltd. 0.03% Reduce -0.5% 191,154 $13.7M
Occudo Quantitative Strategies LP 0.73% Add +127.9% 190,691 $13.7M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.3% 186,707 $13.4M
Foyston, Gordon & Payne Inc 2.81% Add +35.7% 183,616 $13.1M
Cerity Partners LLC 0.02% Add +16.4% 183,124 $13.1M
Assenagon Asset Management S.A. 0.02% Reduce -57.6% 180,205 $12.9M
CIBC Asset Management Inc 0.03% Reduce -13.4% 179,432 $12.8M
Varma Mutual Pension Insurance Co 0.07% Add +15.1% 173,442 $12.4M
Asset Management One Co., Ltd. 0.03% Add +2.2% 169,000 $12.1M
UniSuper Management Pty Ltd 0.06% Reduce -41.8% 168,480 $12.1M
DekaBank Deutsche Girozentrale 0.02% No change 158,568 $12.1M
Assetmark, Inc. 0.02% Add +1759.0% 164,647 $11.8M
Treasurer of the State of North Carolina 0.03% Reduce -2.0% 163,646 $11.7M
Tredje AP-fonden 0.05% Add +42.1% 154,827 $11.1M
TD Asset Management Inc 0.01% Reduce -25.5% 153,520 $11.0M
Toronto Dominion Bank 0.02% Add +27.9% 153,205 $11.0M
Allied Investment Advisors, LLC 1.35% Add +13.2% 150,535 $10.8M
Mariner, LLC 0.01% Add +15.5% 149,626 $10.7M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Reduce -4.2% 164,056 $10.6M
Quintet Private Bank (Europe) S.A. 0.65% Reduce -7.1% 144,733 $10.4M
Mill Capital Management, LLC 0.69% Add +0.1% 144,579 $10.4M
Moran Wealth Management, LLC 0.28% Add +31.5% 144,383 $10.3M
Focus Partners Wealth 0.01% Reduce -16.2% 140,388 $10.1M
AdviceOne Advisory Services, LLC 5.67% Reduce -0.0% 140,247 $10.0M
M&T Bank Corp 0.03% Reduce -5.0% 139,927 $10.0M
Summitry LLC 0.33% New 138,630 $9.9M
Credit Agricole S A 0.03% Reduce -37.7% 138,315 $9.9M
US Bancorp \de 0.01% Reduce -1.8% 138,184 $9.9M
Nomura Asset Management Co. Ltd. 0.02% No change 136,384 $9.8M
ICICI Prudential Asset Management Co Ltd 1.05% Add +17.9% 134,500 $9.6M
Markel Group 0.07% Add +16.6% 133,620 $9.6M
Factory Mutual Insurance Co. 0.09% Reduce -0.4% 130,250 $9.3M
Steigerwald, Gordon & Koch Inc. 0.91% Reduce -15.1% 127,556 $9.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -4.8% 124,798 $8.9M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -7.4% 122,198 $8.7M
Quantbot Technologies LP 0.34% Reduce -9.9% 121,483 $8.7M
Fayez Sarofim & Co 0.02% Reduce -31.9% 119,017 $8.5M
Adage Capital Partners Gp, L.L.C. 0.01% Add +25.4% 117,415 $8.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -1.9% 116,924 $8.4M
Cetera Investment Advisers 0.01% Add +61.7% 114,287 $8.2M
Peapack Gladstone Financial Corp. 0.09% Add +23.0% 114,259 $8.2M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -25.7% 113,160 $8.1M
XTX Topco Ltd 0.10% Reduce -44.1% 112,346 $8.0M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.6% 111,583 $8.0M
American Century Companies Inc. 0.00% Reduce -40.6% 111,589 $8.0M
Arizona State Retirement System 0.04% Add +5.3% 111,451 $8.0M
Public Employees Retirement System of Ohio 0.02% Reduce -3.6% 109,524 $7.8M
Czech National Bank 0.04% Add +3.2% 109,220 $7.8M
Brown Advisory Inc. 0.01% Reduce -7.1% 108,030 $7.7M
Federated Hermes, Inc. 0.01% Add +0.3% 106,593 $7.6M
Banco Santander, S.A. 0.05% Add +1153.2% 106,257 $7.6M
SEB Asset Management AB 0.03% Add +4.4% 105,813 $7.6M
Clifford Swan Investment Counsel LLC 0.24% Add +16.3% 105,779 $7.6M
Veritas Asset Management LLP 0.14% New 105,652 $7.6M
Susquehanna International Group, LLP 0.01% Reduce -67.8% 103,467 $7.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +67.0% 107,040 $7.3M
Mercer Global Advisors Inc. 0.01% Add +74.1% 100,961 $7.2M
Commonwealth Equity Services, LLC 0.01% Reduce -3.1% 99,252 $7.1M
Holowesko Partners Ltd. 1.78% Add +801.8% 98,300 $7.0M
Baldwin Wealth Partners LLC 0.46% Reduce -1.9% 98,210 $7.0M
State of Michigan Retirement System 0.03% Reduce -3.3% 98,207 $7.0M
Edgestream Partners, L.P. 0.21% New 97,850 $7.0M
Carnegie Investment Counsel 0.14% Reduce -58.1% 97,780 $7.0M
Van Lanschot Kempen Investment Management N.V. 0.05% Reduce -42.0% 97,627 $7.0M
Captrust Financial Advisors 0.01% Add +1.2% 94,934 $6.8M
Connecticut Wealth Management, LLC 0.25% Reduce -3.0% 94,662 $6.8M
Levin Capital Strategies, L.P. 0.45% New 94,550 $6.8M
Invenomic Capital Management LP 0.40% Add +44.5% 92,561 $6.6M
Jane Street Group, LLC 0.00% Reduce -47.7% 91,544 $6.6M
Impax Asset Management Group plc 0.04% Add +1.4% 91,163 $6.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.8% 91,163 $6.5M
IFM Investors Pty Ltd 0.04% Add +11.4% 89,794 $6.4M
Voya Investment Management LLC 0.01% Reduce -1.5% 88,933 $6.4M
Pinnacle Financial Partners, Inc. 0.04% Reduce -0.8% 88,865 $6.4M
Fifth Third Bancorp 0.01% Add +7.7% 87,963 $6.3M
MetLife Investment Management, LLC 0.03% Reduce -3.4% 87,790 $6.3M
Osaic Holdings, Inc. 0.01% Add +0.6% 87,336 $6.3M
Nisa Investment Advisors, LLC 0.02% Reduce -13.0% 86,566 $6.2M
Cloverfields Capital Group, LP 1.86% Reduce -3.4% 86,011 $6.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -6.4% 84,752 $6.1M
Algert Global LLC 0.07% Add +231.5% 83,789 $6.0M
Hantz Financial Services, Inc. 0.08% Add +181.3% 83,554 $6.0M
Bryn Mawr Trust Advisors, LLC 0.26% Add +30.1% 82,600 $5.9M
Louisbourg Investments Inc. 1.07% Add +23.1% 103,067 $5.8M
ProShare Advisors LLC 0.01% Add +16.5% 81,153 $5.8M
Qsemble Capital Management, LP 0.74% Reduce -17.6% 81,146 $5.8M
BDF-Gestion 0.78% Reduce -10.1% 16,851 $5.8M
Nykredit A/S 0.02% — 80,937 $5.8M
Retirement Systems of Alabama 0.02% Reduce -2.4% 80,611 $5.8M
BLI - Banque de Luxembourg Investments 0.20% Reduce -30.8% 78,442 $5.7M
Capitolis Liquid Global Markets LLC 0.02% No change 79,453 $5.7M
Daiwa Securities Group Inc. 0.01% Add +0.7% 78,675 $5.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +146.2% 78,615 $5.6M
Eliot Finkel Investment Counsel, LLC 2.59% New 77,285 $5.5M
Intech Investment Management LLC 0.05% Add +42.1% 73,818 $5.3M
Morningstar Investment Management LLC 0.33% No change 68,541 $5.3M
Windward Capital Management Co. 0.40% Reduce -0.2% 73,090 $5.2M
Bahl & Gaynor LLC 0.02% Reduce -7.6% 72,367 $5.2M
Empowered Funds, LLC 0.03% Add +10.0% 72,123 $5.2M
Vinva Investment Management Ltd 0.03% Add +4.7% 70,008 $5.1M
Xponance LLC 0.03% Reduce -1.0% 69,348 $5.0M
Evergreen Capital Management LLC 0.09% Add +8.5% 69,267 $5.0M
Elo Mutual Pension Insurance Co 0.06% Reduce -16.8% 69,251 $5.0M
MML Investors Services, LLC 0.01% Add +93.6% 69,198 $5.0M
Axq Capital, LP 0.53% Add +6.8% 68,599 $4.9M
Delta Asset Management LLC 0.42% Add +0.3% 68,374 $4.9M
Amalgamated Bank 0.03% Reduce -4.1% 68,084 $4.9M
Eurizon Capital SGR S.p.A. 0.01% Add +13.0% 68,024 $4.9M
Ieq Capital, LLC 0.02% Add +427.0% 67,713 $4.8M
Y-Intercept (Hong Kong) Ltd 0.09% Add +1197.2% 66,935 $4.8M
Groupe la Francaise 0.06% Add +10.8% 66,940 $4.8M
Commerce Bank 0.02% Add +0.1% 66,323 $4.7M
State of Tennessee, Department of Treasury 0.01% Add +42.0% 66,092 $4.7M
Aquatic Capital Management LLC 0.16% Reduce -34.7% 65,730 $4.7M
Lincoln Capital LLC 0.83% Reduce -3.8% 65,323 $4.7M
Rakuten Investment Management, Inc. 0.01% Add +9.2% 63,787 $4.7M
Osmosis Investment Management UK Ltd 0.21% Reduce -66.6% 64,322 $4.6M
Alberta Investment Management Corp 0.03% New 64,200 $4.6M
Amica Mutual Insurance Co. 0.38% Reduce -4.3% 64,106 $4.6M
NEOS Investment Management LLC 0.02% Add +3.2% 63,814 $4.6M
Calamos Advisors LLC 0.02% Reduce -5.8% 63,592 $4.6M
Candriam S.C.A. 0.02% Add +5.2% 62,066 $4.4M
Public Sector Pension Investment Board 0.01% Reduce -1.3% 61,692 $4.4M
Graybill Wealth Management, LTD. 1.18% Add +0.6% 61,117 $4.4M
Horizon Investments, LLC 0.05% Add +32.5% 60,939 $4.4M
Avanza Fonder AB 0.09% Add +26.0% 60,606 $4.3M
Modera Wealth Management, LLC 0.05% Reduce -8.7% 60,554 $4.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +2.5% 60,516 $4.3M
Rock Point Advisors, LLC 1.05% New 60,101 $4.3M
Swiss Life Asset Management Ltd 0.02% Reduce -0.2% 59,882 $4.3M
Utah Retirement Systems 0.04% Reduce -8.0% 58,330 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +8.5% 58,264 $4.2M
MAI Capital Management 0.02% Add +10.2% 58,255 $4.2M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 58,000 $4.2M
William Allan Corp 2.02% Add +15.6% 57,813 $4.1M
Bell Asset Management Ltd 1.10% New 57,439 $4.1M
Oak Thistle LLC 0.40% Reduce -16.6% 57,323 $4.1M
New York Life Investment Management LLC 0.03% Reduce -0.9% 57,108 $4.1M
Illinois Municipal Retirement Fund 0.05% Reduce -61.2% 57,050 $4.1M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -5.6% 56,940 $4.1M
Third View Private Wealth, LLC 0.49% Add +128.2% 55,533 $4.0M
Davis-Rea LTD. 1.13% Add +6.3% 55,527 $4.0M
Jupiter Topco LLC 0.00% — 55,484 $4.0M
Financial Advisors Network, Inc. 0.48% Add +8.1% 54,548 $3.9M
Baird Financial Group, Inc. 0.01% Add +23.7% 53,760 $3.8M
BNP Paribas 0.10% Reduce -2.1% 51,616 $3.8M
Lifeworks Advisors, LLC 0.40% Add +3.7% 53,317 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Add +2.0% 53,187 $3.8M
Engineers Gate Manager LP 0.05% Reduce -81.0% 52,894 $3.8M
Cohen Capital Management, Inc. 0.51% Add +1.5% 52,862 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -42.4% 52,514 $3.8M
Nissay Asset Management Corp. /Japan 0.02% Add +4.0% 52,420 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% No change 52,416 $3.8M
OP Asset Management Ltd 0.04% Add +4.1% 52,136 $3.7M
Banque Pictet & Cie SA 0.04% No change 51,657 $3.7M
Machina Capital S.A.S. 0.59% Reduce -46.9% 51,601 $3.7M
Andra AP-fonden 0.04% New 51,600 $3.7M
D.A. Davidson & Co. 0.02% Reduce -0.3% 51,236 $3.7M
Caxton Associates LLP 0.07% Reduce -3.6% 50,900 $3.6M
Regency Capital Management Inc.\DE 1.44% New 50,700 $3.6M
Natixis Advisors, LLC 0.00% Reduce -85.5% 50,193 $3.6M
Voleon Capital Management LP 0.07% Reduce -29.8% 49,845 $3.6M
Brevan Howard Capital Management LP 0.05% Reduce -13.0% 49,163 $3.5M
Macquarie Group Ltd. 0.01% Add +7.0% 47,856 $3.4M
State of Alaska, Department of Revenue 0.03% Reduce -4.6% 47,496 $3.4M
Oregon Public Employees Retirement Fund 0.04% Add +6.1% 47,223 $3.4M
Pictet North America Advisors SA 0.30% Reduce -46.4% 46,976 $3.4M
CenterBook Partners LP 0.16% New 46,098 $3.3M
Sanctuary Advisors, LLC 0.02% Add +34.5% 46,034 $3.3M
Truist Financial Corp. 0.00% Add +17.3% 45,610 $3.3M
Pathstone Holdings, LLC 0.01% Add +12.3% 45,536 $3.3M
Savant Capital, LLC 0.01% Add +111.6% 43,570 $3.2M
Mizuho Markets Americas LLC 0.06% New 45,139 $3.2M
Wilmington Savings Fund Society, FSB 0.07% Add +18.6% 44,677 $3.2M
iA Global Asset Management Inc. 0.04% New 44,545 $3.2M
Union Bancaire Privee, UBP SA 0.03% Add +39.3% 24,802 $3.2M
Mackenzie Financial Corp. 0.00% Reduce -18.4% 44,270 $3.2M
Keybank National Association 0.01% Reduce -13.0% 43,759 $3.1M
Dark Forest Capital Management LP 0.20% Add +98.5% 43,702 $3.1M
Allworth Financial LP 0.01% Add +21.1% 43,593 $3.1M
Rockefeller Capital Management L.P. 0.00% Reduce -73.8% 42,962 $3.1M
Oppenheimer & Co. Inc. 0.03% Add +415.8% 42,747 $3.1M
Cibc World Market Inc. 0.01% Reduce -4.6% 42,513 $3.0M
Ethic Inc. 0.04% Reduce -7.8% 42,463 $3.0M
Bradley Foster & Sargent Inc. 0.04% Reduce -7.0% 42,289 $3.0M
McMillan Office, Inc. 0.35% Reduce -0.5% 42,260 $3.0M
OMERS ADMINISTRATION Corp 0.02% Add +10.5% 42,219 $3.0M
B. Metzler seel. Sohn & Co. AG 0.03% Add +8.5% 42,218 $3.0M
Bank of Nova Scotia 0.00% Reduce -31.2% 40,653 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -5.7% 40,473 $2.9M
Kanawha Capital Management LLC 0.19% Reduce -4.4% 40,338 $2.9M
Farmers & Merchants Investments Inc. 0.07% Reduce -1.1% 40,325 $2.9M
Founders Financial Securities LLC 0.15% Add +187.4% 40,016 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -4.3% 39,560 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -71.8% 39,474 $2.8M
Procyon Advisors, LLC 0.12% Add +2.6% 39,119 $2.8M
Summit Trail Advisors, LLC 0.04% Add +41.8% 38,933 $2.8M
DMKC Advisory Services, LLC 0.52% Add +24.6% 38,387 $2.7M
Wesleyan Assurance Society 0.14% No change 38,100 $2.7M
Natixis 0.01% Reduce -39.5% 37,602 $2.7M
HM Payson & Co. 0.04% Reduce -28.5% 37,291 $2.7M
Rafferty Asset Management, LLC 0.01% Add +46.6% 37,112 $2.7M
Canandaigua National Bank & Trust Co. 0.22% — 36,663 $2.6M
NorthCoast Asset Management LLC 0.06% Reduce -8.8% 36,658 $2.6M
Thrivent Financial for Lutherans 0.00% Reduce -57.5% 36,585 $2.6M
Allstate Corp. 0.03% Reduce -17.0% 36,559 $2.6M
Merit Financial Group, LLC 0.02% Add +35.9% 36,367 $2.6M
Meyer Handelman Co. 0.07% Reduce -26.7% 36,367 $2.6M
Raiffeisen Bank International AG 0.03% Add +15.4% 35,563 $2.6M
Liberty Capital Management, Inc. 0.44% — 36,007 $2.6M
Alps Advisors Inc. 0.01% Add +7.3% 35,758 $2.6M
Argent Trust Co 0.07% Add +248.2% 35,475 $2.5M
Nomura Holdings Inc. 0.01% Add +97.2% 34,691 $2.5M
Jones Financial Companies LLLP 0.00% Reduce -86.0% 33,415 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -8.9% 33,570 $2.4M
Achmea Investment Management B.V. 0.06% Add +138.6% 33,448 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.3% 33,265 $2.4M
Circle Wealth Management, LLC 0.03% Reduce -1.4% 32,851 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +0.3% 32,486 $2.3M
Ally Financial Inc. 0.30% Add +166.7% 32,000 $2.3M
Kestra Advisory Services, LLC 0.01% Add +34.0% 31,915 $2.3M
Abn Amro Investment Solutions 0.02% Add +11.5% 31,731 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 31,246 $2.2M
Shelter Mutual Insurance Co 0.47% No change 31,200 $2.2M
Equitable Trust Co. 0.09% Reduce -16.0% 31,144 $2.2M
Caisse Des Depots Et Consignations 0.04% Reduce -43.7% 31,126 $2.2M
Brown Shipley& Co Ltd 1.13% Add +4.4% 30,585 $2.2M
Wesbanco Bank Inc. 0.05% Reduce -8.2% 30,354 $2.2M
Hohimer Wealth Management, LLC 0.22% Add +5.7% 30,262 $2.2M
Mizuho Securities USA LLC 0.03% Add +27.8% 30,041 $2.2M
Sarasin & Partners LLP 0.03% Reduce -94.5% 29,891 $2.1M
Chicago Capital, LLC 0.05% Add +23.7% 29,629 $2.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.3% 29,583 $2.1M
Sivia Capital Partners, LLC 0.25% New 28,976 $2.1M
First Manhattan Co. Llc. 0.01% Reduce -12.6% 28,187 $2.0M
Aviso Financial Inc. 0.07% Reduce -26.2% 27,958 $2.0M
Saudi Central Bank 0.03% Add +89.2% 27,209 $1.9M
Canada Post Corp Registered Pension Plan 0.07% Reduce -9.5% 27,192 $1.9M
Regions Financial Corp. 0.01% Reduce -4.8% 27,158 $1.9M
NewEdge Advisors, LLC 0.01% Add +132.4% 27,068 $1.9M
Ashton Thomas Securities, LLC 0.29% Reduce -22.1% 27,089 $1.9M
Letson Investment Management, Inc. 0.71% Add +0.0% 27,052 $1.9M
Regents Gate Capital LLP 2.57% Reduce -84.6% 26,993 $1.9M
Choreo, LLC 0.02% Add +70.3% 26,685 $1.9M
Blair William & Co. 0.01% Add +7.3% 26,559 $1.9M
Silvercrest Asset Management Group LLC 0.01% Reduce -4.4% 26,362 $1.9M
IFP Advisors, Inc 0.03% Add +16.7% 26,109 $1.9M
LRI Investments, LLC 0.15% Add +0.1% 26,010 $1.9M
Sheets Smith Wealth Management 0.18% Reduce -7.8% 25,801 $1.8M
AG2R La Mondiale Gestion D'actifs 0.07% Add +32.7% 25,262 $1.8M
Fiduciary Trust Co 0.02% Reduce -10.4% 25,131 $1.8M
Crossmark Global Holdings, Inc. 0.02% Add +1.1% 24,906 $1.8M
Investment Management Corp of Ontario 0.02% Reduce -11.1% 24,757 $1.8M
Kentucky Retirement Systems 0.04% New 24,634 $1.8M
Principal Securities, Inc. 0.02% Add +94.3% 24,439 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.8% 23,990 $1.7M
TrinityBridge Ltd 0.05% Add +0.9% 23,943 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +11.6% 23,522 $1.7M
Cohen Klingenstein LLC 0.05% No change 23,500 $1.7M
Gsa Capital Partners LLP 0.11% Reduce -17.3% 23,423 $1.7M
JB Capital LLC 0.06% Add +0.2% 23,173 $1.7M
Dynamic Technology Lab Private Ltd 0.37% Reduce -45.0% 23,102 $1.7M
Norinchukin Bank, The 0.02% Reduce -5.6% 22,792 $1.6M
Venture Visionary Partners LLC 0.05% Reduce -5.3% 22,601 $1.6M
Ridgewood Investments LLC 0.60% Add +27.3% 22,228 $1.6M
HB Wealth Management, LLC 0.01% Add +93.1% 22,190 $1.6M
Woodline Partners LP 0.00% Add +45.6% 22,135 $1.6M
Arax Advisory Partners 0.01% Add +1009.7% 22,095 $1.6M
Beacon Pointe Advisors, LLC 0.01% Reduce -0.1% 21,920 $1.6M
Wealthfront Advisers LLC 0.00% Reduce -0.1% 21,903 $1.6M
Heritage Investors Management Corp. 0.04% Reduce -5.8% 21,791 $1.6M
Atria Investments, Inc 0.02% Reduce -4.3% 21,765 $1.6M
Benjamin Edwards Inc. 0.01% Add +72.3% 21,548 $1.5M
Zurich Insurance Group Ltd 0.01% No change 21,400 $1.5M
Balyasny Asset Management L.P. 0.00% Add +243.1% 21,268 $1.5M
Evercore Wealth Management, LLC 0.02% Reduce -1.6% 21,182 $1.5M
Hartford Investment Management Co. 0.04% Reduce -4.2% 21,127 $1.5M
Arete Wealth Advisors, LLC 0.10% Add +0.5% 21,110 $1.5M
Lido Advisors, LLC 0.01% Add +20.1% 20,853 $1.5M
PEAK6 LLC 0.04% Reduce -68.6% 20,719 $1.5M
Cresset Asset Management, LLC 0.01% Add +6.8% 20,466 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +185.3% 20,308 $1.5M
Maryland State Retirement & Pension System 0.02% Add +5.2% 20,204 $1.4M
Capstone Investment Advisors, LLC 0.01% Add +260.1% 19,861 $1.4M
South Dakota Investment Council 0.02% Add +1365.8% 19,789 $1.4M
Boothbay Fund Management, LLC 0.03% Add +28.1% 19,778 $1.4M
Numerai GP LLC 0.11% Reduce -51.6% 19,632 $1.4M
Lecap Asset Management Ltd. 0.60% Add +42.8% 19,603 $1.4M
Plato Investment Management Ltd 0.08% No change 19,718 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -1.0% 19,600 $1.4M
New Mexico Educational Retirement Board 0.03% Add +8.4% 19,408 $1.4M
Okabena Investment Services Inc. 0.25% Add +18.6% 19,297 $1.4M
Tealwood Asset Management Inc. 0.53% Add +0.4% 19,194 $1.4M
Clarkston Capital Partners, LLC 0.12% Reduce -2.2% 19,093 $1.4M
Marks Group Wealth Management, Inc 0.12% New 19,089 $1.4M
Riverview Capital Advisers, LLC 0.39% Reduce -25.8% 19,053 $1.4M
J.W. Cole Advisors, Inc. 0.02% Reduce -0.1% 19,033 $1.4M
Mgo One Seven LLC 0.02% Add +38.8% 18,962 $1.4M
Pinnacle Associates Ltd. 0.01% Add +2.1% 18,554 $1.3M
YHB Investment Advisors, Inc. 0.08% Reduce -13.6% 18,301 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +86.0% 17,966 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 17,871 $1.3M
Huntington National Bank 0.01% Add +13.3% 17,695 $1.3M
M. Kraus & Co 0.33% Reduce -23.8% 17,619 $1.3M
Walleye Capital LLC 0.01% Reduce -10.1% 17,427 $1.2M
Quadrature Capital Ltd 0.01% New 16,991 $1.2M
TD Waterhouse Canada Inc. 0.00% Add +175.1% 17,033 $1.2M
Sierra Legacy Group 0.93% Add +49.1% 16,751 $1.2M
Twin City Private Wealth, LLC 0.84% New 16,670 $1.2M
QRG Capital Management, Inc. 0.01% Reduce -28.9% 16,653 $1.2M
Diversify Advisory Services, LLC 0.02% New 16,244 $1.2M
Diversify Wealth Management, LLC 0.02% Add +2.8% 16,244 $1.2M
Hillsdale Investment Management Inc. 0.03% Add +11.7% 16,580 $1.2M
Mediolanum International Funds Ltd 0.01% New 16,184 $1.2M
Bessemer Group Inc. 0.00% Add +1.7% 16,384 $1.2M
Bailard, Inc. 0.02% Reduce -15.9% 16,100 $1.2M
Cullen/Frost Bankers, Inc. 0.01% Add +355.8% 16,043 $1.1M
Frec Markets, Inc. 0.10% Add +274.1% 16,021 $1.1M
Atom Investors LP 0.10% Add +324.6% 16,001 $1.1M
Shelter Ins Retirement Plan 1.14% No change 16,000 $1.1M
Great Valley Advisor Group, Inc. 0.02% Add +479.8% 15,992 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +57.5% 15,888 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.1% 16,102 $1.1M
Rothschild Investment LLC 0.04% Add +317.2% 15,748 $1.1M
Essex Financial Services, Inc. 0.06% Reduce -6.3% 15,734 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -7.6% 15,161 $1.1M
MUFG Securities EMEA plc 0.01% Reduce -6.0% 15,019 $1.1M
Longfellow Investment Management Co. LLC 0.22% Add +34.6% 14,965 $1.1M
Apollon Wealth Management, LLC 0.01% Add +52.0% 14,948 $1.1M
Goelzer Investment Management, Inc. 0.05% Reduce -1.4% 14,944 $1.1M
Glenmede Trust Co. NA 0.00% Reduce -22.1% 14,724 $1.1M
Weiss Asset Management LP 0.02% New 14,686 $1.1M
Systematic Alpha Investments, LLC 0.03% No change 14,610 $1.0M
NBT Bank, N.A. 0.07% Reduce -2.8% 14,556 $1.0M
Empirical Finance, LLC 0.04% Add +3.3% 14,399 $1.0M
Dash Acquisitions Inc. 0.21% Reduce -5.8% 13,860 $1.0M
Gateway Investment Advisers LLC 0.01% Add +13.3% 14,299 $1.0M
Tufton Capital Management 0.17% Reduce -2.7% 14,218 $1.0M
Fideuram Asset Management (Ireland) dac 0.02% New 14,132 $1.0M
Hudson Bay Capital Management LP 0.01% No change 14,076 $1.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.03% No change 14,007 $1.0M
Arthur M. Cohen & Associates, LLC 0.16% No change 14,000 $1.0M
Bleakley Financial Group, LLC 0.01% Add +31.7% 13,912 $996K
Diversified Trust Co. 0.02% Add +46.4% 13,650 $977K
Chicago Partners Investment Group LLC 0.02% New 13,810 $977K
Bollard Group LLC 0.03% Add +0.5% 13,613 $975K
Vontobel Holding Ltd. 0.00% No change 13,598 $974K
Vident Advisory, LLC 0.01% Reduce -71.1% 13,545 $970K
Lafayette Investments, Inc. 0.18% Reduce -11.0% 13,478 $965K
CSS LLC 0.13% Add +15.0% 13,403 $960K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.5% 13,170 $943K
DAVENPORT & Co LLC 0.00% Reduce -6.8% 13,162 $942K
Jump Financial, LLC 0.01% Reduce -61.9% 13,103 $938K
AMG National Trust Bank 0.02% Reduce -29.9% 13,099 $938K
Trivant Custom Portfolio Group, LLC 0.49% Add +2.5% 12,905 $924K
Bank Pictet & Cie (Europe) AG 0.02% Reduce -3.3% 12,904 $924K
Banque Cantonale Vaudoise 0.04% Add +41.0% 12,907 $923K
E. Ohman J:or Asset Management AB 0.02% No change 12,877 $922K
Private Advisor Group, LLC 0.00% Reduce -26.5% 12,870 $922K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 12,734 $912K
Quantitative Investment Management, LLC 0.10% New 12,662 $906K
Perigon Wealth Management, LLC 0.01% Reduce -1.3% 12,653 $906K
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -8.7% 12,560 $899K
Turtle Creek Wealth Advisors, LLC 0.05% Add +36.9% 12,439 $891K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.1% 12,303 $881K
Global Retirement Partners, LLC 0.01% — 12,232 $876K
EntryPoint Capital, LLC 0.21% Add +343.4% 12,159 $871K
Clearstead Advisors, LLC 0.01% Add +5.0% 12,137 $869K
Trust Co. of Vermont 0.03% — 12,124 $868K
Sterling Capital Management LLC 0.01% Reduce -11.6% 12,110 $867K
Applied Finance Capital Management, LLC 0.06% Reduce -10.1% 12,028 $861K
Guinness Atkinson Asset Management Inc 0.38% Reduce -6.4% 11,961 $856K
Pallas Capital Advisors LLC 0.03% New 11,809 $846K
Hunter Associates Investment Management LLC 0.10% Reduce -12.4% 11,574 $833K
North Dakota State Investment Board 0.03% Reduce -34.4% 11,603 $831K
denkapparat Operations GmbH 0.27% New 11,576 $829K
Mufg Securities Americas Inc. 0.04% Add +7.5% 11,558 $828K
Western Wealth Management, LLC 0.03% Reduce -8.1% 11,462 $821K
Baker Tilly Wealth Management, LLC 0.17% Add +132.1% 11,304 $809K
Orion Porfolio Solutions, LLC 0.01% Reduce -57.1% 11,170 $800K
Integrated Wealth Concepts LLC 0.01% Add +12.2% 11,145 $798K
Neville Rodie & Shaw Inc. 0.05% No change 11,108 $795K
Magnetar Financial LLC 0.01% New 11,016 $789K
Ipswich Investment Management Co., Inc. 0.17% Reduce -23.4% 10,976 $786K
Scotia Capital Inc. 0.00% Reduce -4.7% 10,955 $784K
MASTERINVEST Kapitalanlage GmbH 0.07% No change 10,918 $782K
Stephens Inc. 0.01% Add +69.2% 10,677 $764K
Hartford Funds Management Co LLC 0.06% Reduce -17.2% 10,654 $763K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +53.7% 10,599 $759K
Ostrum Asset Management 0.04% Add +39.3% 10,560 $756K
Securian Asset Management, Inc. 0.03% Reduce -2.9% 10,196 $749K
CHICAGO TRUST Co NA 0.11% Add +283.1% 10,410 $745K
Sequoia Financial Advisors, LLC 0.00% Add +12.7% 10,387 $744K
Brighton Jones LLC 0.01% Add +63.3% 10,347 $741K
Daymark Wealth Partners, LLC 0.02% Add +7.4% 10,346 $741K
Panagora Asset Management Inc. 0.00% Add +292.5% 10,312 $738K
Chiron Capital Management, LLC 0.66% Add +194.3% 10,302 $738K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -1.7% 10,223 $732K
Larson Financial Group LLC 0.02% Reduce -22.1% 10,174 $728K
Ascent Wealth Partners, LLC 0.07% Add +4.1% 10,158 $727K
Atlantic Union Bankshares Corp 0.01% Reduce -40.0% 10,131 $725K
Curi Capital, LLC 0.01% Add +55.7% 10,115 $724K
Ironwood Investment Management LLC 0.25% Reduce -16.4% 10,073 $721K
Groupama Asset Managment 0.01% No change 9,848 $718K
Headlands Technologies LLC 0.08% Add +60.2% 10,027 $718K
Axxcess Wealth Management, LLC 0.01% New 9,987 $715K
EP Wealth Advisors, LLC 0.00% Add +34.6% 9,968 $714K
Revisor Wealth Management LLC 0.17% New 9,952 $713K
United Capital Financial Advisors, LLC 0.00% Reduce -4.6% 9,942 $712K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -2.4% 9,903 $709K
NorthRock Partners, LLC 0.01% Add +80.2% 9,845 $705K
Bridges Investment Management Inc. 0.01% Add +7.4% 9,815 $703K
Elyxium Wealth, LLC 0.07% New 9,790 $701K
Florida Trust Wealth Management Co 0.02% Reduce -2.7% 9,731 $697K
Principle Wealth Partners LLC 0.03% Reduce -9.1% 9,706 $695K
Advisors Asset Management, Inc. 0.01% Reduce -3.7% 9,665 $692K
Rossmore Private Capital 0.06% Reduce -17.5% 9,654 $691K
ASR Vermogensbeheer N.V. 0.01% Reduce -56.5% 9,524 $682K
Salem Investment Counselors Inc. 0.02% Reduce -0.4% 9,460 $677K
EFG International AG 0.01% Reduce -21.1% 9,391 $672K
Waverly Advisors, LLC 0.00% Add +33.6% 9,389 $672K
Metis Global Partners, LLC 0.02% Reduce -16.0% 9,273 $664K
Ballentine Partners, LLC 0.01% Reduce -0.5% 9,252 $662K
Snowden Capital Advisors LLC 0.02% Reduce -6.7% 9,140 $654K
IMC-Chicago, LLC 0.01% Add +71.0% 9,136 $654K
Home Federal Bank of Tennessee 0.14% Add +0.3% 9,080 $650K
Greenleaf Trust 0.01% Reduce -3.7% 9,038 $647K
Integrity Alliance, Llc. 0.02% Add +221.1% 9,037 $647K
IMA Advisory Services, Inc. 0.04% Reduce -2.3% 9,020 $646K
Prudential PLC 0.00% Reduce -82.4% 9,002 $645K
Daiichi Life Insurance Co., Ltd. 0.01% No change 8,930 $639K
Whittier Trust Co. 0.01% Reduce -9.0% 8,637 $635K
&partners 0.00% Reduce -9.8% 8,845 $633K
STRS Ohio 0.00% Reduce -5.6% 8,814 $631K
Arkadios Wealth Advisors 0.01% Add +3.4% 8,793 $630K
Rockland Trust Co. 0.02% Reduce -1.5% 8,725 $625K
Cooper Financial Group 0.05% Reduce -10.5% 8,723 $625K
Sone Capital Management, LLC 0.05% Reduce -93.1% 8,693 $622K
Concurrent Investment Advisors, LLC 0.01% Add +13.1% 8,690 $622K
Trust Co. of Toledo NA 0.05% Reduce -1.4% 8,571 $614K
Vise Technologies, Inc. 0.01% Add +28.9% 8,463 $606K
Monarch Capital Management Inc. 0.14% Reduce -4.2% 8,460 $606K
ProVise Management Group, LLC 0.04% New 8,365 $599K
Quadrant Capital Group LLC 0.02% Reduce -38.5% 8,364 $599K
Woodstock Corp. 0.05% Reduce -7.8% 8,355 $598K
Burney Co./ 0.02% Reduce -42.2% 8,313 $595K
Anchyra Partners LLC 0.14% Reduce -1.9% 8,195 $587K
Stoneridge Investment Partners LLC 0.38% New 8,092 $582K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -17.2% 8,070 $578K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -10.6% 8,045 $576K
State of Wyoming 0.06% Add +15.9% 7,978 $571K
Parallel Advisors, LLC 0.01% Add +26.4% 7,918 $567K
Curated Wealth Partners LLC 0.07% Add +5.8% 7,870 $563K
ICW Investment Advisors LLC 0.20% Add +1.4% 7,865 $563K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -15.4% 7,841 $561K
Vestcor Inc 0.01% No change 7,833 $561K
Pring Turner Capital Group Inc. 0.32% No change 7,575 $559K
Quotient Wealth Partners, LLC 0.01% Add +20.8% 7,788 $558K
MSH Capital Advisors LLC 0.10% New 7,755 $555K
Dumont & Blake Investment Advisors LLC 0.12% Reduce -4.2% 7,743 $554K
Compass Wealth Management LLC 0.10% New 7,741 $554K
Centiva Capital, LP 0.02% New 7,702 $551K
Praxis Investment Management Inc. 0.03% Reduce -42.7% 7,692 $551K
Sit Investment Associates Inc. 0.01% No change 7,680 $550K
Krilogy Financial LLC 0.02% New 7,664 $549K
HUB Investment Partners, LLC 0.01% Add +89.9% 7,567 $542K
Birch Hill Investment Advisors LLC 0.02% No change 7,537 $540K
AlphaGrep UK Ltd 0.16% Reduce -43.7% 7,457 $534K
Soltis Investment Advisors LLC 0.03% Add +20.8% 7,422 $531K
Polymer Capital Management (US) LLC 0.08% Add +23.1% 7,386 $529K
Landscape Capital Management, L.L.C. 0.03% Reduce -80.5% 7,372 $528K
Caisse de depot et placement du Quebec 0.00% New 7,367 $527K
Lee Danner & Bass Inc. 0.03% Add +0.2% 7,351 $526K
Azzad Asset Management Inc. 0.05% Reduce -22.0% 7,347 $526K
Marble Harbor Investment Counsel, LLC 0.05% Add +13.3% 7,257 $520K
Ar Asset Management Inc. 0.09% No change 7,150 $512K
Optas, LLC 0.07% Add +22.9% 7,137 $511K
OneDigital Investment Advisors LLC 0.00% Reduce -14.6% 7,120 $510K
BTC Capital Management, Inc. 0.03% Reduce -89.6% 7,114 $509K
NorthCrest Asset Manangement, LLC 0.01% Add +117.2% 6,998 $504K
Focus Partners Advisor Solutions, LLC 0.00% Add +164.0% 7,034 $504K
Banque Transatlantique SA 0.01% Add +7.1% 6,084 $503K
Sterneck Capital Management, LLC 0.21% Add +39.0% 7,005 $502K
Eastern Bank 0.01% No change 6,952 $498K
CX Institutional 0.01% Add +47.4% 6,886 $493K
BTG Pactual Asset Management US LLC 0.04% Add +82.5% 6,877 $492K
Schonfeld Strategic Advisors LLC 0.00% Reduce -69.0% 6,852 $491K
Fire Capital Management LLC 0.20% Reduce -6.8% 6,846 $490K
Marex Group Ltd 0.00% Add +119.8% 6,845 $490K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.7% 6,840 $490K
Viewpoint Investment Partners Corp. 0.17% Reduce -15.0% 6,800 $487K
Caprock Group, LLC 0.01% Add +2.8% 6,784 $486K
Romano Brothers and Company 0.05% Reduce -1.4% 6,719 $481K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -4.7% 6,706 $480K
Johnson Investment Counsel Inc. 0.00% Reduce -17.3% 6,706 $480K
Advisory Services Network, LLC 0.01% Add +31.1% 6,701 $480K
Waterford Advisors, LLC 0.13% No change 6,690 $479K
Iron Gate Global Advisors LLC 0.05% No change 6,630 $475K
Parsons Capital Management Inc. 0.02% Add +1.7% 6,584 $471K
AlphaCore Capital LLC 0.01% Add +135.5% 6,575 $471K
Wellspring Financial Advisors, LLC 0.03% Reduce -10.1% 6,548 $469K
Sava Infond d.o.o. 0.03% No change 6,500 $465K
TCW Group Inc. 0.00% Add +0.4% 6,452 $462K
Williams Jones Wealth Management, LLC. 0.01% Add +4.4% 6,428 $460K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -6.7% 6,417 $459K
Auto-Owners Insurance Co 0.01% No change 6,393 $458K
Meadowbrook Advisors Group, LLC 0.24% New 6,325 $453K
Bull Harbor Capital LLC 0.09% New 6,313 $452K
Ausdal Financial Partners, Inc. 0.02% Add +0.1% 6,289 $450K
West Family Investments, Inc. 0.13% New 6,264 $449K
Legacy Capital Wealth Partners, LLC 0.09% New 6,247 $447K
Westhampton Capital, LLC 0.18% No change 6,218 $445K
Medallion Wealth Advisors, LLC 0.14% Reduce -9.8% 6,214 $445K
Ritholtz Wealth Management 0.01% Add +50.6% 6,213 $445K
Financial Solutions Advisory Group, Inc. 0.06% New 6,163 $444K
Eventide Asset Management, LLC 0.01% Add +16.3% 6,078 $443K
WD Rutherford LLC 0.16% Reduce -72.0% 6,142 $440K
S-Bank Fund Management Ltd 0.06% New 6,134 $439K
Mission Wealth Management, LP 0.01% New 6,075 $435K
Means Investment Co., Inc. 0.03% Reduce -1.1% 6,074 $435K
Allred Capital Management, LLC 0.14% Add +1.7% 6,065 $434K
Curbstone Financial Management Corp 0.07% Reduce -5.1% 6,062 $434K
FIL Ltd 0.00% Reduce -27.2% 6,015 $431K
UMB Bank, n.a. 0.01% Reduce -0.1% 6,001 $430K
Meridian Management Co. 0.10% No change 6,000 $430K
CENTRAL TRUST Co 0.01% Reduce -2.2% 5,985 $429K
Penobscot Investment Management Company, Inc. 0.03% Reduce -3.4% 5,954 $426K
Glenview Trust Co 0.01% Reduce -1.6% 5,923 $424K
American National Bank & Trust 0.04% Reduce -22.1% 5,909 $423K
Dearborn Partners LLC 0.02% No change 5,865 $420K
ELCO Management Co., LLC 0.18% Add +8.2% 5,862 $420K
Prelude Capital Management, LLC 0.03% New 5,818 $417K
Tema ETFs LLC 0.01% Add +8.1% 5,801 $415K
Mutual Advisors, LLC 0.01% Reduce -0.8% 5,788 $414K
Farther Finance Advisors, LLC 0.00% Reduce -0.3% 5,780 $414K
Two Sigma Securities, LLC 0.04% Reduce -79.7% 5,710 $409K
OpenArc Corporate Advisory, LLC 0.00% Add +37.4% 5,699 $408K
TD Private Client Wealth LLC 0.01% Reduce -9.5% 5,669 $406K
Citizens Financial Group Inc. 0.00% New 5,651 $405K
Intellectus Partners, LLC 0.07% Add +0.2% 5,631 $403K
Siemens Fonds Invest GmbH 0.02% No change 5,558 $398K
Fifth Third Wealth Advisors LLC 0.01% Add +16.3% 5,543 $397K
Waddell & Associates, LLC 0.02% New 5,481 $392K
Hartford Financial Management Inc. 0.09% No change 5,477 $392K
Bull Street Advisors, LLC 0.18% No change 5,470 $392K
Crestwood Advisors Group, LLC 0.01% Add +47.4% 5,473 $392K
Americana Partners, LLC 0.01% Add +59.8% 5,471 $392K
Sand Hill Global Advisors, LLC 0.01% New 5,410 $387K
Milestone Asset Management Group, LLC 0.19% Add +0.1% 5,385 $386K
Spirepoint Private Client, LLC 0.03% Reduce -89.7% 5,385 $386K
GAMMA Investing LLC 0.01% Reduce -25.5% 5,382 $385K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.4% 5,374 $385K
TIAA Wealth Investment Management LLC 0.00% Reduce -5.5% 5,359 $384K
Simmons Bank 0.02% No change 5,340 $382K
Ossiam 0.01% Reduce -87.0% 5,339 $382K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +9.2% 5,313 $380K
Kathmere Capital Management, LLC 0.02% Add +40.4% 5,301 $380K
Dodge & Cox 0.00% Reduce -13.3% 5,210 $373K
Cary Street Partners Financial LLC 0.01% Add +0.5% 5,135 $368K
Rehmann Capital Advisory Group 0.02% Reduce -0.9% 5,016 $359K
Baker Avenue Asset Management, LP 0.01% New 4,997 $358K
Signaturefd, LLC 0.00% Add +21.5% 4,984 $357K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.7% 4,971 $356K
Parcion Private Wealth LLC 0.02% New 4,938 $354K
Tocqueville Asset Management L.P. 0.00% No change 4,907 $351K
Choate Investment Advisors 0.01% Reduce -9.4% 4,905 $351K
Everett Harris & Co. 0.00% Add +7.8% 4,868 $349K
Investment Advisory Services Inc. /TX 0.10% Reduce -1.0% 4,842 $347K
Ascent Group, LLC 0.01% Add +42.2% 4,801 $344K
Capital Investment Counsel, Inc 0.04% New 4,801 $344K
Triangle Securities Wealth Management 0.07% Reduce -55.2% 4,786 $343K
Ingalls & Snyder LLC 0.01% Reduce -7.4% 4,771 $342K
Voya Financial Advisors, Inc. 0.03% New 4,685 $342K
Versant Capital Management, Inc 0.03% Add +177.6% 4,752 $340K
Montag A & Associates Inc. 0.01% No change 4,749 $340K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -49.8% 4,746 $340K
Wedmont Private Capital 0.01% Reduce -16.7% 4,647 $340K
RiverFront Investment Group, LLC 0.00% New 4,736 $339K
V-Square Quantitative Management LLC 0.03% Add +20.0% 4,673 $335K
Fortune Financial Advisors, LLC 0.14% Add +9.2% 4,672 $335K
Core Wealth Partners LLC 0.14% No change 4,670 $334K
Tower Research Capital LLC (TRC) 0.01% Reduce -68.1% 4,653 $333K
Elevation Point Wealth Partners, LLC 0.01% Reduce -8.8% 4,598 $329K
Quarry LP 0.05% Add +0.7% 4,595 $329K
Park Avenue Securities LLC 0.00% Reduce -19.1% 4,594 $329K
Beck Mack & Oliver LLC 0.01% No change 4,582 $328K
Guggenheim Capital LLC 0.00% Add +16.1% 4,524 $324K
Independent Advisor Alliance 0.01% Reduce -9.6% 4,517 $323K
Field & Main Bank 0.07% Reduce -39.0% 4,516 $323K
Evolve Private Wealth, LLC 0.02% New 4,510 $323K
Vestmark Advisory Solutions, Inc. 0.00% Add +11.5% 4,484 $321K
Employees Retirement System of Texas 0.00% Reduce -60.8% 4,478 $321K
Callan Family Office, LLC 0.01% Reduce -13.9% 4,475 $320K
Private Trust Co. NA 0.03% Reduce -69.9% 4,464 $320K
Cypress Wealth Services, LLC 0.04% New 4,440 $318K
WASHINGTON TRUST Co 0.01% Add +2.5% 4,431 $317K
VestGen Advisors, LLC 0.01% Add +38.1% 4,426 $317K
Burling Wealth Partners, LLC 0.05% Reduce -6.0% 4,425 $317K
Lester Murray Antman dba SimplyRich 0.07% New 4,426 $316K
MQS Management LLC 0.39% Reduce -13.1% 4,404 $315K
Brookstone Capital Management 0.00% New 4,399 $315K
Excalibur Management Corp. 0.10% Add +0.0% 4,399 $315K
Garrison Point Advisors, LLC 0.13% Reduce -10.1% 4,385 $314K
Apella Capital, LLC 0.00% Add +2.8% 4,274 $314K
Kintra Wealth, LLC 0.02% New 4,286 $313K
Valeo Financial Advisors, LLC 0.01% Add +28.2% 4,357 $312K
Private Wealth Asset Management, LLC 0.03% Reduce -3.8% 4,355 $312K
Agf Management Ltd. 0.00% Reduce -90.1% 4,339 $311K
Phoenix Financial Ltd. 0.00% Add +8.9% 4,333 $310K
Moors & Cabot, Inc. 0.01% Reduce -2.5% 4,328 $310K
Drexel Morgan & Co. 0.04% No change 4,288 $307K
Texas Bank & Trust Co 0.10% Add +2.6% 4,259 $305K
Kingsview Wealth Management, LLC 0.00% Reduce -14.9% 4,205 $301K
Meeder Advisory Services, Inc. 0.01% Reduce -33.5% 4,193 $300K
Warner Group LLC 0.07% New 4,192 $300K
Moneta Group Investment Advisors LLC 0.00% Add +0.4% 4,154 $297K
Shakespeare Wealth Management, LLC 0.08% No change 4,142 $297K
Fidelis Capital Partners, LLC 0.02% Add +13.7% 4,139 $296K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.0% 4,111 $294K
Oslo Pensjonsforsikring AS 0.03% Add +52.8% 4,105 $294K
Pointe Capital Management LLC 0.13% Reduce -2.4% 4,102 $294K
Aegis Wealth Management LLC 0.14% New 4,069 $291K
Wealthspire Advisors, LLC 0.00% New 4,065 $291K
Wendell David Associates Inc. 0.03% No change 4,027 $288K
Cambient Family Office, LLC 0.04% Reduce -87.0% 4,022 $288K
Knollwood Investment Advisory, LLC 0.03% No change 4,008 $287K
Van Hulzen Asset Management, LLC 0.02% New 4,000 $286K
Gabelli Funds LLC 0.00% Reduce -25.9% 4,000 $286K
Rexford Capital Inc. 0.17% Add +2.5% 3,950 $283K
Patten & Patten Inc. 0.01% No change 3,915 $280K
Hancock Whitney Corp. 0.00% Reduce -1.0% 3,900 $279K
Rialto Wealth Management, LLC 0.06% Reduce -0.2% 3,898 $279K
Shelton Capital Management 0.01% No change 3,866 $277K
1ST Source Bank 0.01% Reduce -2.2% 3,833 $274K
First Western Trust Bank 0.01% No change 3,826 $274K
Atwood & Palmer Inc. 0.01% No change 3,825 $274K
HBK Sorce Advisory LLC 0.01% Reduce -8.9% 3,735 $273K
Philadelphia Trust Co. 0.02% No change 3,818 $273K
Riversedge Advisors, LLC 0.04% New 3,801 $272K
Hunter Perkins Capital Management, LLC 0.06% Reduce -4.5% 3,801 $272K
PFG Investments, LLC 0.01% Add +18.0% 3,793 $272K
Bar Harbor Wealth Management 0.01% No change 3,788 $271K
Profund Advisors LLC 0.01% Add +1.7% 3,717 $266K
Fortress Private Ledger, LLC 0.07% Reduce -31.6% 3,710 $266K
GeoWealth Management, LLC 0.01% New 3,700 $265K
EverSource Wealth Advisors, LLC 0.01% Add +40.9% 3,688 $264K
Mirabella Financial Services LLP 0.03% New 3,648 $261K
Sovereign Financial Group, Inc. 0.04% Reduce -3.6% 3,646 $261K
Busey Bank 0.01% Reduce -0.1% 3,632 $260K
Syon Capital LLC 0.01% New 3,628 $260K
Cigna Investments Inc. 0.03% No change 3,612 $259K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +26.2% 3,614 $259K
Checchi Capital Advisers, LLC 0.02% Reduce -19.5% 3,612 $259K
Moody National Bank Trust Division 0.02% Add +0.8% 3,596 $257K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -4.1% 3,560 $255K
Evelyn Partners Group Ltd 0.00% — 3,544 $254K
Arlington Partners LLC 0.46% Add +16.0% 3,539 $253K
StoneX Group Inc. 0.01% New 3,426 $253K
Howland Capital Management LLC 0.01% Add +6.0% 3,523 $252K
Menora Mivtachim Holdings LTD. 0.00% No change 3,500 $251K
Resonant Capital Advisors, LLC 0.01% Add +6.9% 3,487 $250K
Insigneo Advisory Services, LLC 0.01% New 3,463 $248K
Fourpath Capital Management, LLC 0.03% Add +19.8% 3,450 $247K
Ellevest, Inc. 0.03% Add +3.0% 3,348 $246K
Holderness Investments Co. 0.04% Reduce -2.2% 3,418 $245K
Great Diamond Partners, LLC 0.04% No change 3,394 $243K
Kintegral Advisory, LLC 0.02% No change 3,392 $243K
Farmers National Bank 0.05% No change 3,375 $242K
Orographic Financial Advisors, LLC 0.16% No change 3,259 $241K
TCTC Holdings, LLC 0.01% Add +9.4% 3,351 $240K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Add +19.5% 3,347 $240K
Northwest Bancshares, Inc. 0.04% No change 3,343 $239K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.2% 3,341 $239K
Kera Capital Partners, Inc. 0.02% New 3,315 $237K
Quadcap Wealth Management, LLC 0.02% Add +9.3% 3,311 $237K
Fiduciary Group, LLC 0.02% Reduce -5.7% 3,303 $236K
Bell Investment Advisors, Inc 0.03% Reduce -3.6% 3,283 $235K
Boyd Watterson Asset Management LLC 0.06% No change 3,282 $235K
Philadelphia Investment Partners, LLC 0.15% No change 3,190 $233K
Aptus Capital Advisors, LLC 0.00% Reduce -1.2% 3,235 $232K
Kenora Financial, LLC 0.07% No change 3,222 $231K
Tannin Capital LLC 0.15% New 3,205 $229K
Mystic Asset Management, Inc. 0.05% No change 3,201 $229K
Fruth Investment Management 0.05% Reduce -4.5% 3,200 $229K
Compound Planning, Inc. 0.01% Reduce -1.1% 3,182 $228K
Robinson Smith Wealth Advisors LLC 0.14% Reduce -14.7% 3,167 $227K
DF Dent & Co. Inc. 0.00% No change 3,165 $227K
Deseret Mutual Benefit Administrators 0.07% Reduce -5.3% 3,126 $224K
Proficio Capital Partners LLC 0.01% New 3,118 $223K
Claret Asset Management Corp 0.02% New 3,119 $223K
Independent Financial Group, LLC 0.00% Reduce -8.1% 3,092 $221K
Flagship Harbor Advisors, LLC 0.01% Reduce -5.6% 3,068 $220K
Meridian Wealth Management, LLC 0.01% Add +0.2% 3,030 $217K
General Partner, Inc. 0.12% No change 3,029 $217K
Level Four Advisory Services, LLC 0.01% New 3,024 $217K
Mitchell McLeod Pugh & Williams Inc. 0.03% Reduce -1.9% 3,011 $216K
Rothschild Wealth LLC 0.02% New 3,009 $215K
Sound View Wealth Advisors Group, LLC 0.01% Reduce -4.0% 3,003 $215K
Systematic Financial Management LP 0.00% No change 3,000 $215K
Becker Capital Management Inc. 0.01% Add +0.0% 2,992 $214K
Hazlett, Burt & Watson, Inc. 0.06% No change 3,000 $214K
Boston Family Office LLC 0.01% No change 2,967 $212K
Signature Wealth Management Partners, LLC 0.10% No change 2,910 $208K
NewEdge Wealth, LLC 0.00% New 2,903 $208K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.06% New 2,903 $208K
Inscription Capital, LLC 0.02% New 2,896 $207K
Beese Fulmer Investment Management, Inc. 0.01% Reduce -29.2% 2,882 $206K
Copeland Capital Management, LLC 0.00% Reduce -17.0% 2,872 $206K
Harbour Investments, Inc. 0.00% Add +3.6% 2,867 $205K
Roehl & Yi Investment Advisors, LLC 0.07% Add +0.1% 2,863 $205K
Tiemann Investment Advisors, LLC 0.07% Reduce -4.7% 2,857 $205K
Knightsbridge Asset Management, LLC 0.03% New 2,843 $204K
LGT Group Foundation 0.00% Reduce -22.0% 2,814 $201K
Forbes J M & Co. LLP 0.02% No change 2,806 $201K
Cyndeo Wealth Partners, LLC 0.01% Add +4.2% 2,805 $201K
First National Bank of Omaha 0.01% Reduce -11.3% 2,750 $201K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -11.6% 2,797 $200K
Colonial Trust Co / SC 0.02% Add +1.7% 2,733 $196K
PFA Pension, Forsikringsaktieselskab 0.00% Reduce -99.5% 2,719 $195K
St Germain D J Co. Inc. 0.01% Reduce -7.3% 2,709 $194K
S.A. Mason LLC 0.06% Reduce -5.3% 2,672 $191K
Corient IA LP 0.18% No change 2,660 $190K
Caldwell Trust Co 0.01% Reduce -7.4% 2,569 $184K
Bokf, NA 0.00% Reduce -11.2% 2,569 $184K
Washington Trust Advisors, Inc. 0.01% Add +8.0% 2,567 $184K
New England Capital Financial Advisors LLC 0.04% Add +0.4% 2,543 $182K
Manning & Napier Advisors LLC 0.00% Add +1.7% 2,410 $176K
McDonald Partners LLC 0.04% New 2,344 $168K
Penserra Capital Management LLC 0.00% Add +2.1% 2,284 $163K
Silicon Valley Capital Partners 0.01% No change 2,272 $163K
Compagnie Lombard Odier SCmA 0.00% No change 2,268 $162K
Innovative Asset Advisors Group, LLC 0.07% Reduce -15.5% 2,211 $158K
Mather Group, Llc. 0.00% Reduce -14.5% 2,185 $156K
Smartleaf Asset Management LLC 0.01% No change 2,128 $155K
Essential Partners LLC 0.07% Add +613.6% 2,098 $150K
City Holding Co. 0.02% Reduce -15.6% 2,059 $147K
Napier Financial, LLC 0.03% Reduce -1.3% 2,054 $147K
Aberdeen Wealth Management LLC 0.07% Reduce -39.4% 1,999 $143K
Cape Investment Advisory, Inc. 0.04% New 1,989 $142K
International Assets Investment Management, LLC 0.01% Reduce -4.3% 1,960 $138K
Ancora Advisors LLC 0.00% Reduce -27.5% 1,931 $138K
Centaurus Financial, Inc. 0.01% Add +1.5% 1,924 $138K
True Wealth Design, LLC 0.03% Add +249.6% 1,923 $138K
Continuum Advisory, LLC 0.01% New 1,870 $134K
Institute for Wealth Management, LLC. 0.01% New 1,861 $133K
Broadwater Capital Management LLC 0.09% No change 1,822 $130K
GHP Investment Advisors, Inc. 0.00% Reduce -9.6% 1,780 $127K
Cassaday & Co Wealth Management LLC 0.00% Reduce -0.2% 1,774 $127K
Acropolis Investment Management, LLC 0.00% Reduce -13.5% 1,690 $121K
Colonial Trust Advisors 0.01% No change 1,670 $120K
North Star Investment Management Corp. 0.01% Reduce -8.0% 1,670 $120K
Ares Financial Consulting, LLC 0.09% Reduce -3.2% 1,658 $119K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 1,633 $117K
Crewe Advisors LLC 0.01% Add +2.1% 1,638 $117K
TOP Private Wealth LLC. 0.11% — 1,621 $116K
Acadian Asset Management LLC 0.00% Reduce -91.3% 1,611 $115K
Basecamp Wealth Advisors LLC 0.02% Add +1.7% 1,605 $115K
Citizens National Bank Trust Department 0.02% Reduce -0.3% 1,605 $115K
Bangor Savings Bank 0.01% Add +44.3% 1,589 $114K
Smithfield Trust Co 0.00% Reduce -6.0% 1,560 $113K
Ameritas Advisory Services, LLC 0.00% New 1,571 $112K
Geneos Wealth Management Inc. 0.00% Reduce -3.2% 1,534 $110K
Adirondack Trust Co. 0.03% Reduce -1.3% 1,521 $109K
Strategic Investment Advisors / MI 0.01% Reduce -7.3% 1,493 $107K
Harbor Investment Advisory, LLC 0.01% No change 1,475 $106K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -35.3% 1,473 $105K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,366 $98K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,357 $97K
SouthState Bank Corp 0.00% Reduce -16.3% 1,331 $95K
Parkside Financial Bank & Trust 0.01% Reduce -0.3% 1,319 $94K
Westpac Banking Corp. 0.01% Reduce -66.8% 1,279 $92K
Manchester Capital Management LLC 0.01% Reduce -12.3% 1,274 $91K
IFG Advisory, LLC 0.00% New 1,273 $91K
Steph & Co. 0.02% No change 1,261 $90K
Tiaa Trust, National Association 0.01% Reduce -43.5% 1,228 $88K
Anchor Investment Management, LLC 0.01% No change 1,214 $87K
Caldwell Sutter Capital, Inc. 0.03% No change 1,141 $82K
First Command Advisory Services, Inc. 0.00% Add +96.9% 1,132 $81K
Financial Consulate, Inc. 0.01% Add +0.5% 1,128 $81K
Parvin Asset Management, LLC 0.06% Add +0.9% 1,122 $80K
First Financial Corp. 0.03% No change 1,062 $76K
Webster Bank, N. A. 0.01% Reduce -12.4% 1,058 $76K
Vanguard National Trust Co 0.00% Reduce -58.0% 1,057 $76K
Ulland Investment Advisors, LLC 0.06% Reduce -5.9% 1,043 $75K
Covestor Ltd 0.04% Add +42.7% 1,036 $75K
CYBER HORNET ETFs LLC 0.04% Reduce -2.4% 1,045 $75K
Ninety One North America, Inc. 0.00% Reduce -47.4% 1,036 $74K
Cromwell Holdings LLC 0.03% Reduce -20.1% 1,033 $74K
Gen-Wealth Partners Inc 0.02% No change 1,025 $73K
CVA Family Office, LLC 0.01% Reduce -10.1% 1,020 $73K
1015 Capital Partners, LLC 0.06% Reduce -0.4% 1,004 $72K
Capital Analysts, LLC 0.00% Add +0.1% 990 $70K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -8.7% 950 $68K
Asset Dedication, LLC 0.00% Reduce -18.6% 933 $67K
Evermay Wealth Management LLC 0.01% Add +10.0% 904 $65K
Grove Bank & Trust 0.01% No change 903 $65K
Blue Trust, Inc. 0.00% Reduce -1.4% 899 $64K
Estabrook Capital Management 0.01% Reduce -10.2% 882 $63K
Spire Wealth Management 0.00% Add +12.7% 877 $63K
Cary Street Partners Investment Advisory LLC 0.01% Add +18.5% 858 $61K
Hanson & Doremus Investment Management 0.01% No change 847 $61K
Brown, Lisle/Cummings, Inc. 0.01% Add +1.6% 833 $60K
Quent Capital, LLC 0.00% Add +16.6% 828 $59K
JTC Employer Solutions Trustee Ltd 0.00% Add +0.2% 824 $59K
Piscataqua Savings Bank 0.04% No change 822 $59K
Clearstead Trust, LLC 0.01% No change 805 $58K
MV Capital Management, Inc. 0.01% Reduce -10.6% 800 $57K
SHP Wealth Management 0.00% Add +467.6% 789 $57K
Pacifica Partners Inc. 0.02% No change 741 $54K
Center for Financial Planning, Inc. 0.01% Add +18.9% 755 $54K
Rossby Financial, LCC 0.01% Reduce -2.5% 752 $54K
First Horizon Corp. 0.00% Reduce -1.2% 751 $54K
Sawyer & Company, Inc 0.02% No change 750 $54K
ESL Trust Services, LLC 0.01% No change 750 $54K
SJS Investment Consulting Inc. 0.01% Add +477.3% 739 $53K
Costello Asset Management, INC 0.02% Add +0.1% 734 $53K
Mark Sheptoff Financial Planning, LLC 0.03% No change 724 $52K
Financial Life Planners 0.03% Add +0.7% 708 $51K
OAKMONT Corp 0.01% No change 705 $50K
Board of the Pension Protection Fund 0.05% Add +133.3% 700 $50K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -28.0% 700 $50K
CoreCap Advisors, LLC 0.00% Add +4.5% 698 $50K
Aventura Private Wealth, LLC 0.01% Reduce -6.8% 654 $47K
Acima Private Wealth, LLC 0.01% No change 650 $47K
Indiana Trust & Investment Management Co 0.01% Reduce -3.9% 650 $47K
Leonteq Securities AG 0.00% Reduce -24.1% 649 $46K
Golden State Wealth Management, LLC 0.00% Add +124.2% 648 $46K
Fortitude Family Office, LLC 0.01% Add +88.9% 648 $46K
Community Bank, N.A. 0.00% No change 635 $45K
Curat Global, LLC 0.04% Add +106.0% 447 $45K
City State Bank 0.01% No change 624 $45K
DHJJ Financial Advisors, Ltd. 0.01% No change 620 $44K
Synergy Investment Management, LLC 0.01% Reduce -0.7% 615 $44K
SBI Securities Co., Ltd. 0.00% Add +1.5% 606 $43K
Ramirez Asset Management, Inc. 0.00% No change 600 $43K
Creative Financial Designs Inc. 0.00% Add +21.4% 579 $41K
Bank of New Hampshire 0.01% No change 579 $41K
Key Financial Inc 0.01% No change 578 $41K
Southern Michigan Bank & Trust 0.01% Reduce -5.9% 560 $40K
Meeder Asset Management Inc. 0.00% Add +273.1% 541 $39K
Wealth Enhancement Trust Services, Inc. 0.00% Reduce -17.1% 537 $38K
Community Financial Services Group, LLC 0.01% No change 536 $38K
Basepoint Wealth LLC 0.02% Reduce -15.4% 526 $38K
WPG Advisers, LLC 0.02% Add +1.1% 526 $38K
Bullock Wealth Management Group 0.02% Add +0.6% 531 $37K
Pinnacle Bancorp, Inc. 0.01% Add +40.4% 521 $37K
Owl Creek Wealth Partners LLC 0.01% Add +112.5% 510 $37K
Kelleher Financial Advisors 0.01% Add +100.0% 506 $36K
Cypress Capital Management LLC (WY) 0.03% No change 500 $36K
Hilltop National Bank 0.01% No change 500 $36K
Toth Financial Advisory Corp. 0.00% No change 500 $36K
Quaker Wealth Management, LLC 0.01% Reduce -2.4% 499 $36K
First Bancorp, Inc 0.01% New 481 $34K
Gables Capital Management Inc. 0.01% No change 475 $34K
CoreFirst Bank & Trust 0.02% No change 473 $34K
Zions Bancorporation, National Association 0.00% Reduce -36.4% 431 $31K
United Community Bank 0.01% Add +39.3% 425 $30K
Silver Grove Financial Group, Inc. 0.02% New 422 $30K
MCF Advisors LLC 0.00% No change 421 $30K
University of Texas/Texas Am Investment Management Co. 0.00% New 415 $30K
Keating Financial Advisory Services, Inc. 0.00% Add +9.6% 410 $29K
MTM Investment Management, LLC 0.01% No change 408 $29K
Regatta Research & Money Management 0.03% — 408 $29K
Addison Advisors LLC 0.01% Reduce -87.7% 406 $29K
Capital Advisors, Ltd. LLC 0.00% Reduce -13.4% 400 $29K
Financial Network Wealth Advisors LLC 0.03% Add +1.3% 405 $29K
Elevation Wealth Partners, LLC 0.01% Add +1910.0% 402 $29K
Independence Bank of Kentucky 0.00% No change 401 $29K
Boreal Capital Management LLC 0.02% No change 400 $29K
Chesapeake Asset Management LLC 0.02% Reduce -27.8% 397 $28K
Mowery & Schoenfeld Wealth Management, LLC 0.04% No change 396 $28K
MidFirst Bank 0.00% No change 396 $28K
Cherry Tree Wealth Management, LLC 0.01% Reduce -61.3% 391 $28K
TFC Financial Management, Inc. 0.00% No change 387 $28K
Loomis Sayles & Co. L P 0.00% Add +64.2% 381 $27K
Vision Retirement, LLC 0.01% Add +0.3% 378 $27K
Orion Capital Management LLC 0.01% No change 375 $27K
Flagship Wealth Advisors, LLC 0.01% No change 368 $26K
Monetary Management Group Inc. 0.01% No change 359 $26K
Paladin Advisory Group, LLC 0.02% No change 353 $25K
Motco 0.00% Add +2.3% 353 $25K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -25.1% 349 $25K
American Capital Advisory, LLC 0.01% Add +1.8% 348 $25K
JFS Wealth Advisors, LLC 0.00% Reduce -6.0% 348 $25K
Westside Investment Management, Inc. 0.00% No change 336 $24K
Valley National Advisers Inc. 0.00% No change 320 $23K
Oakworth Capital, Inc. 0.00% Reduce -4.6% 314 $22K
Prestige Wealth Management Group LLC 0.00% Add +3.8% 304 $22K
Investment Research & Advisory Group, Inc. 0.01% No change 290 $22K
JNBA Financial Advisors 0.00% No change 303 $22K
Hoertkorn Richard Charles 0.01% No change 300 $21K
Old Second National Bank of Aurora 0.00% No change 300 $21K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -42.3% 284 $20K
First United Bank & Trust 0.01% No change 275 $20K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +953.9% 274 $20K
Activest Wealth Management 0.00% Add +201.1% 268 $19K
GW&K Investment Management, LLC 0.00% Add +3.7% 255 $18K
Measured Wealth Private Client Group, LLC 0.00% No change 251 $18K
Abound Wealth Management 0.00% Reduce -29.2% 250 $18K
Burnham & Co LLC 0.01% — 250 $18K
Mascoma Wealth Management LLC 0.00% No change 250 $18K
Stance Capital LLC 0.01% Reduce -99.3% 246 $18K
Physician Wealth Advisors, Inc. 0.00% Add +9.8% 246 $18K
Consultiva Wealth Management, Corp. 0.04% No change 245 $18K
Highline Wealth Partners LLC 0.00% Add +17.3% 237 $17K
Central Pacific Bank - Trust Division 0.00% No change 235 $17K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 230 $16K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -64.5% 220 $16K
Meramec Financial Planners, LLC 0.01% Reduce -38.0% 214 $16K
Nemes Rush Group LLC 0.00% No change 217 $16K
Lanark Financial, Inc. 0.00% Reduce -55.6% 215 $15K
Birchbrook, Inc. 0.01% No change 212 $15K
Bravera Wealth 0.01% Reduce -7.8% 212 $15K
Crews Bank & Trust 0.00% Reduce -21.9% 210 $15K
NFSG Corp 0.00% Reduce -6.7% 208 $15K
TD Capital Management LLC 0.00% Add +0.5% 204 $15K
Olistico Wealth, LLC 0.01% No change 200 $14K
Barrett & Company, Inc. 0.00% No change 200 $14K
Horizon Financial Services, LLC 0.01% New 198 $14K
Hara Capital LLC 0.01% No change 195 $14K
West Branch Capital LLC 0.00% No change 192 $14K
Entrust Financial LLC 0.01% No change 187 $13K
Fiduciary Financial Advisors 0.00% New 186 $13K
Financial Perspectives, Inc 0.00% No change 180 $13K
Glen Eagle Advisors, LLC 0.00% No change 174 $12K
Cedar Mountain Advisors, LLC 0.00% No change 174 $12K
LifeSteps Financial, Inc. 0.01% New 171 $12K
Tanglewood Legacy Advisors, LLC 0.00% No change 167 $12K
Cranbrook Wealth Management, LLC 0.00% No change 162 $12K
Kemnay Advisory Services Inc. 0.00% Add +3.9% 162 $12K
Rachor Investment Advisory Services, LLC 0.01% No change 160 $11K
Archer Investment Corp 0.00% No change 155 $11K
Avion Wealth 0.00% Add +218.4% 156 $11K
Johnson Financial Group, Inc. 0.00% No change 152 $11K
Edmond DE Rothschild Holding S.A. 0.00% No change 150 $11K
Concord Wealth Partners 0.00% New 148 $11K
Cornerstone Planning Group LLC 0.00% Add +62.0% 149 $10K
Tounjian Advisory Partners, LLC 0.00% New 146 $10K
Kilter Group LLC 0.00% Add +102.9% 142 $10K
Vermillion Wealth Management, Inc. 0.00% Add +545.5% 142 $10K
CNB Bank 0.00% No change 141 $10K
Frazier Financial Advisors, LLC 0.01% No change 140 $10K
High Note Wealth, LLC 0.00% Add +56.2% 139 $10K
Sittner & Nelson, LLC 0.00% Add +16.1% 137 $10K
Financial Management Professionals, Inc. 0.00% New 137 $10K
Tompkins Financial Corp. 0.00% Reduce -22.2% 130 $9K
JPL Wealth Management, LLC 0.00% Reduce -0.8% 128 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +6.9% 124 $9K
Cornerstone Financial Management LLC 0.01% Add +25.5% 123 $9K
Chilton Capital Management LLC 0.00% No change 119 $9K
Global X Japan Co., Ltd. 0.00% Reduce -48.9% 117 $8K
Investors Research Corp 0.00% New 116 $8K
Raffa Wealth Management, LLC 0.00% Add +10.7% 114 $8K
Dorato Capital Management 0.01% No change 110 $8K
Bare Financial Services, Inc 0.00% New 112 $8K
Armstrong Advisory Group, Inc. 0.00% Reduce -19.6% 111 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 100 $8K
Rosenberg Matthew Hamilton 0.00% No change 107 $8K
CGC Financial Services, LLC 0.00% Reduce -4.5% 105 $8K
Logan Capital Management Inc. 0.00% — 101 $7K
Kentucky Trust Co 0.00% No change 100 $7K
YANKCOM Partnership 0.00% No change 100 $7K
VSM Wealth Advisory, LLC 0.00% No change 100 $7K
Lavaca Capital LLC 0.00% No change 100 $7K
Joseph Group Capital Management 0.00% New 98 $7K
CKW Financial Group 0.00% No change 104 $7K
Spectrum Wealth Advisory Group, LLC 0.00% New 95 $7K
Rakuten Securities, Inc. 0.00% Add +4400.0% 90 $6K
Coastline Trust Co 0.00% Reduce -36.6% 90 $6K
Summit Securities Group LLC 0.00% Add +39.1% 89 $6K
Bogart Wealth, LLC 0.00% Add +158.8% 88 $6K
Downshift Financial, LLC 0.00% New 85 $6K
High Point Wealth Management, LLC 0.00% No change 80 $6K
Compass Financial Management LLC 0.00% — 79 $6K
Principia Wealth Advisory, LLC 0.00% Add +558.3% 79 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 79 $6K
Acumen Wealth Advisors, LLC 0.00% Reduce -67.9% 77 $6K
Mosley Wealth Management 0.00% Add +2.7% 77 $5K
First Community Trust NA 0.00% Reduce -44.9% 75 $5K
Financial Gravity Companies, Inc. 0.00% — 70 $5K
Spurstone Advisory Services, LLC 0.07% Add +172.0% 68 $5K
Provenance Wealth Advisors, LLC 0.00% Add +8.6% 63 $5K
Main Street Group, LTD 0.00% No change 62 $4K
Holos Integrated Wealth LLC 0.00% No change 60 $4K
Tower View Wealth Management LLC 0.00% No change 59 $4K
Millstone Evans Group, LLC 0.00% No change 59 $4K
Ogorek Anthony Joseph /NY/ 0.00% No change 62 $4K
Tidemark, LLC 0.00% No change 55 $4K
Comprehensive Financial Planning, Inc. 0.00% No change 55 $4K
Country Trust Bank 0.00% No change 55 $4K
Planning Strategies Inc. 0.00% — 51 $4K
Purpose Unlimited Inc. 0.00% No change 50 $4K
N.E.W. Advisory Services LLC 0.00% No change 50 $4K
Walsh & Associates, LLC 0.00% Reduce -66.7% 50 $4K
Nalls Sherbakoff Group, LLC 0.00% No change 50 $4K
Bruce G. Allen Investments, LLC 0.00% Add +6.4% 50 $4K
Markowski Investments 0.00% — 50 $4K
Y.D. More Investments Ltd 0.00% Add +4.2% 13,982 $3K
Hoey Investments, Inc. 0.00% No change 46 $3K
S&T Bank 0.00% No change 45 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 41 $3K
Marquette Asset Management, LLC 0.00% Add +57.7% 41 $3K
Peoples Financial Services Corp. 0.00% No change 40 $3K
West Paces Advisors Inc. 0.00% New 39 $3K
Fortis Group Advisors, LLC 0.00% No change 38 $3K
Abound Financial, LLC 0.00% No change 37 $3K
Axiom Investment Management LLC 0.00% New 35 $3K
AdvisorNet Financial, Inc 0.00% Add +75.0% 35 $3K
Torren Management, LLC 0.00% No change 34 $2K
Wilkerson Advisory Group LLC 0.00% Reduce -74.0% 34 $2K
J.Safra Asset Management Corp 0.00% New 34 $2K
Westend Capital Management, LLC 0.00% No change 33 $2K
Salomon & Ludwin, LLC 0.00% No change 33 $2K
Harbor Asset Planning, Inc. 0.00% No change 32 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -34.7% 32 $2K
Duncker Streett & Co. Inc. 0.00% No change 32 $2K
Graney & King, LLC 0.00% Add +3.2% 32 $2K
Whipplewood Advisors, LLC 0.00% Reduce -74.8% 31 $2K
Front Row Advisors LLC 0.00% Reduce -62.5% 30 $2K
Ankerstar Wealth, LLC 0.00% Reduce -25.0% 30 $2K
Aspect Partners, LLC 0.00% Reduce -38.3% 29 $2K
BankPlus Trust Department 0.00% No change 29 $2K
Sachetta, LLC 0.00% Reduce -65.0% 28 $2K
Lodestone Wealth Management LLC 0.00% Reduce -34.9% 28 $2K
Navigoe, LLC 0.00% Add +12.0% 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
Signature Equity Partners, LLC 0.00% Add +83.3% 22 $2K
Battery Global Advisors, LLC 0.00% No change 22 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.7% 22 $2K
Godfrey Financial Associates, Inc. 0.00% No change 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
DiNuzzo Private Wealth, Inc. 0.00% Reduce -25.0% 21 $2K
Hollencrest Capital Management 0.00% No change 20 $1K
Sfam, LLC 0.00% No change 20 $1K
Asset Planning,Inc 0.00% No change 20 $1K
Dogwood Wealth Management LLC 0.00% Reduce -20.0% 20 $1K
Private Wealth Management Group, LLC 0.00% Reduce -56.5% 20 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -76.7% 20 $1K
Hughes Financial Services, LLC 0.00% New 18 $1K
Stone House Investment Management, LLC 0.00% No change 17 $1K
Valued Wealth Advisors LLC 0.00% No change 17 $1K
Ameriflex Group, Inc. 0.00% New 17 $1K
Burk Holdings LLC 0.00% No change 17 $1K
Creative Capital Management Investments LLC 0.00% Reduce -33.3% 16 $1K
Davis Capital Management 0.00% New 15 $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% No change 14 $1K
Buck Wealth Strategies, LLC 0.00% New 13 $931
Allied Private Wealth LLC 0.00% — 12 $864
Fairscale Capital, LLC 0.00% No change 12 $859
Game Plan Financial Advisors, LLC 0.00% No change 12 $859
Nvest Wealth Strategies, Inc. 0.00% New 11 $788
HFM Investment Advisors, LLC 0.00% Add +120.0% 11 $788
Retirement Wealth Solutions LLC 0.00% Reduce -44.4% 10 $716
Nvwm, LLC 0.00% Add +100.0% 10 $716
Dunhill Financial, LLC 0.00% Reduce -30.8% 9 $679
Oakmont Advisory Group, LLC 0.00% New 9 $676
Core Alternative Capital 0.00% No change 9 $644
Luminist Capital LLC 0.00% New 6 $430
Trifecta Capital Advisors, LLC 0.00% New 5 $358
Core Capital Management & Research, inc. 0.00% — 5 $357
Beaird Harris Wealth Management, LLC 0.00% No change 5 $331
Seneschal Advisors, LLC 0.00% No change 4 $287
Fairman Group, LLC 0.00% No change 4 $286
Hilton Head Capital Partners, LLC 0.00% No change 4 $286
DecisionPoint Financial, LLC 0.00% Add +33.3% 4 $283
DT Investment Partners, LLC 0.00% Reduce -98.7% 3 $215
POM Investment Strategies, LLC 0.00% No change 2 $143
Highland Investment Advisors LLC 0.00% — 2 $143
Maryland Capital Advisors Inc. 0.00% — 1 $72
Evolution Advisers, Inc. 0.00% New 1 $0

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