Powell IndustriesPOWL
13F holders, Q2 2026 (June 30)584holders +106
150new positions
40sold out
9famous investors
$286.55avg. 13F price*
At the end of Q2 2026, 584 institutions reported holding Powell Industries Inc. (POWL) in their 13F filings, up 106 from Q1 2026. 150 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($446.1M) and First Trust Advisors LP ($408.6M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Powell Industries Inc.
- CUSIP
- 739128106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 150 | $146.5M |
| Exits | 40 | $36.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,985,425 shares bought and 3,855,707 shares sold, net −870,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| BlackRock, Inc. | 0.02% | Reduce -14.4% | 3,608,659 | $1.0B |
| Vanguard Portfolio Management LLC | 0.02% | Add +35.4% | 1,557,700 | $446.1M |
| First Trust Advisors LP | 0.24% | Reduce -7.9% | 1,426,981 | $408.6M |
| Vanguard Capital Management LLC | 0.01% | Add +0.7% | 1,282,082 | $367.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.4% | 974,940 | $279.2M |
| State Street Corp. | 0.01% | Reduce -12.1% | 955,989 | $273.8M |
| Invesco Ltd. | 0.02% | Add +6.1% | 769,537 | $220.4M |
| Morgan Stanley | 0.01% | Reduce -5.9% | 768,106 | $220.0M |
| Fisher Asset Management | 0.06% | Reduce -5.1% | 731,619 | $209.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -8.2% | 668,799 | $191.6M |
| Jane Street Group, LLC | 0.10% | Add +21.5% | 562,655 | $161.1M |
| Jacobs Levy Equity Management, Inc. | 0.45% | Add +18.7% | 441,456 | $126.4M |
| GW&K Investment Management, LLC | 0.92% | Reduce -31.8% | 410,122 | $117.4M |
| Federated Hermes, Inc. | 0.15% | Reduce -20.2% | 375,292 | $107.5M |
| UBS Group AG | 0.02% | Reduce -16.1% | 367,666 | $105.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +53.4% | 346,701 | $99.3M |
| Jupiter Topco LLC | 0.04% | — | 327,667 | $93.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.7% | 308,450 | $88.3M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -0.8% | 297,517 | $85.2M |
| Capital World Investors | 0.01% | Add +2.7% | 295,225 | $84.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +4.0% | 292,087 | $83.6M |
| Tidal Investments LLC | 0.20% | Add +7.4% | 282,483 | $80.9M |
| Tema ETFs LLC | 2.49% | Add +5.8% | 268,692 | $76.9M |
| BNP Paribas Financial Markets | 0.04% | Add +108.5% | 263,908 | $75.6M |
| TCW Group Inc. | 0.49% | Add +28.8% | 252,633 | $72.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.7% | 247,010 | $70.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -20.6% | 223,352 | $64.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.0% | 210,886 | $60.4M |
| Northern Trust Corp. | 0.01% | Reduce -38.3% | 208,165 | $59.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -12.2% | 199,659 | $57.2M |
| Baird Financial Group, Inc. | 0.08% | Add +3.3% | 199,087 | $57.0M |
| Principal Financial Group Inc. | 0.03% | Add +1.8% | 198,724 | $56.9M |
| Millennium Management | 0.04% | Add +865.6% | 198,405 | $56.8M |
| Bank of America Corp. | 0.00% | Reduce -30.3% | 189,745 | $54.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -7.1% | 184,482 | $52.8M |
| HRT Financial LP | 0.09% | Add +820.3% | 181,385 | $51.9M |
| Oberweis Asset Management Inc./ | 1.06% | Add +75.2% | 179,521 | $51.4M |
| Encompass Capital Advisors LLC | 1.96% | Add +32.4% | 158,899 | $45.5M |
| JPMorgan Chase & Co. | 0.00% | Add +70.4% | 153,728 | $43.6M |
| Ameriprise Financial Inc. | 0.01% | Add +178.2% | 145,692 | $41.7M |
| Portolan Capital Management, LLC | 1.56% | Reduce -36.0% | 145,631 | $41.7M |
| Susquehanna International Group, LLP | 0.03% | Add +505.2% | 133,093 | $38.1M |
| Stephens Investment Management Group LLC | 0.40% | Reduce -26.9% | 131,046 | $37.5M |
| Vision One Management Partners, LP | 13.41% | Reduce -33.3% | 130,054 | $37.2M |
| Munro Partners | 0.78% | Add +171.3% | 119,502 | $34.2M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -18.8% | 127,337 | $33.7M |
| RPG Investment Advisory, LLC | 3.41% | Reduce -33.4% | 115,843 | $33.2M |
| Renaissance Technologies | 0.04% | Add +9.5% | 114,002 | $32.6M |
| Public Sector Pension Investment Board | 0.08% | Reduce -10.5% | 110,817 | $31.7M |
| Squarepoint Ops LLC | 0.06% | Add +955.5% | 110,166 | $31.5M |
| Russell Investments Group, Ltd. | 0.03% | Add +101.8% | 107,968 | $30.9M |
| LPL Financial LLC | 0.01% | Add +21.3% | 105,792 | $30.3M |
| Jennison Associates LLC | 0.02% | Add +26.0% | 96,763 | $27.7M |
| Hodges Capital Management Inc. | 1.83% | Reduce -21.2% | 96,447 | $27.6M |
| WINTON GROUP Ltd | 0.86% | Add +1.4% | 92,344 | $26.4M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -21.4% | 84,525 | $24.2M |
| Driehaus Capital Management LLC | 0.14% | Reduce -45.3% | 82,686 | $23.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.8% | 81,723 | $23.4M |
| Nuveen, LLC | 0.01% | Add +20.9% | 80,737 | $23.1M |
| Royce & Associates LP | 0.18% | Reduce -36.3% | 78,747 | $22.5M |
| Tudor Investment Corporation | 0.09% | Add +285.7% | 77,414 | $22.2M |
| AQR Capital Management | 0.01% | Reduce -13.0% | 77,372 | $22.2M |
| Venture Visionary Partners LLC | 0.62% | Reduce -7.7% | 77,247 | $22.1M |
| Aperture Investors, LLC | 2.26% | Reduce -37.3% | 74,295 | $21.3M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 69,288 | $19.8M |
| Bessemer Group Inc. | 0.03% | Add +102.0% | 68,393 | $19.6M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -22.5% | 67,990 | $19.5M |
| Legal & General Group Plc | 0.00% | Reduce -2.4% | 67,590 | $19.4M |
| Royal Bank of Canada | 0.00% | Reduce -15.9% | 64,894 | $18.6M |
| Deutsche Bank AG | 0.01% | Reduce -26.9% | 64,822 | $18.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.7% | 63,816 | $18.3M |
| Victory Capital Management Inc. | 0.01% | Add +644.0% | 63,006 | $18.0M |
| Swiss National Bank | 0.01% | Add +1.4% | 58,460 | $16.7M |
| Nicholas Investment Partners, LP | 1.08% | Add +5.2% | 58,444 | $16.7M |
| Rhumbline Advisers | 0.01% | Reduce -23.2% | 57,957 | $16.6M |
| Marshall Wace, LLP | 0.01% | New | 54,007 | $15.5M |
| Advisors Management Group Inc. | 2.49% | Reduce -4.7% | 52,530 | $15.0M |
| Carnegie Investment Counsel | 0.30% | Reduce -52.5% | 51,852 | $14.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -44.0% | 27,076 | $14.7M |
| Assetmark, Inc. | 0.02% | Add +1.6% | 50,365 | $14.4M |
| Danske Bank A/S | 0.03% | Reduce -40.7% | 49,709 | $14.2M |
| Private Advisory Group LLC | 0.79% | No change | 49,440 | $14.2M |
| Neuberger Berman Group LLC | 0.01% | Add +545.4% | 46,839 | $13.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +110.7% | 44,675 | $12.8M |
| American Century Companies Inc. | 0.01% | Reduce -51.0% | 43,403 | $12.4M |
| Congress Asset Management Co. | 0.07% | Add +1.0% | 42,456 | $12.2M |
| Sei Investments Co. | 0.01% | Reduce -15.4% | 41,102 | $11.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.4% | 39,548 | $11.3M |
| GKV Capital Management Co., Inc. | 3.60% | Add +0.7% | 38,989 | $11.2M |
| Los Angeles Capital Management LLC | 0.04% | Add +561.9% | 38,126 | $10.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -6.2% | 37,283 | $10.7M |
| Quantum Private Wealth, LLC | 2.73% | Reduce -7.6% | 37,182 | $10.6M |
| Advisory Services Network, LLC | 0.11% | Reduce -7.1% | 34,788 | $10.0M |
| Algert Global LLC | 0.12% | Add +8.8% | 34,788 | $10.0M |
| CI Investments Inc. | 0.03% | New | 33,978 | $9.7M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 33,773 | $9.7M |
| Intech Investment Management LLC | 0.09% | Reduce -6.9% | 33,265 | $9.5M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -0.1% | 33,000 | $9.5M |
| Pier Capital, LLC | 1.22% | Reduce -20.0% | 32,059 | $9.2M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -21.4% | 31,002 | $8.9M |
| Rockline Wealth Management, LLC | 1.70% | Add +12.1% | 30,939 | $8.9M |
| Prudential Financial Inc. | 0.01% | Add +0.2% | 29,319 | $8.4M |
| Polen Capital Management LLC | 0.07% | Reduce -44.4% | 29,181 | $8.4M |
| Chatham Capital Group, Inc. | 1.07% | Reduce -17.6% | 29,178 | $8.4M |
| Intrinsic Edge Capital Management LLC | 1.01% | No change | 28,668 | $8.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.0% | 27,641 | $7.9M |
| Natixis Advisors, LLC | 0.01% | New | 27,158 | $7.8M |
| Cibc World Market Inc. | 0.01% | Reduce -50.3% | 27,082 | $7.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -18.0% | 26,941 | $7.7M |
| Vest Financial, LLC | 0.08% | Reduce -44.5% | 26,341 | $7.5M |
| Abacus FCF Advisors LLC | 1.37% | Add +1.6% | 26,037 | $7.5M |
| Informed Momentum Co LLC | 0.65% | New | 25,430 | $7.3M |
| Kennedy Capital Management LLC | 0.13% | Reduce -8.0% | 25,423 | $7.3M |
| Liberty Capital Management, Inc. | 1.24% | — | 25,136 | $7.2M |
| Nordea Investment Management AB | 0.01% | Add +0.4% | 24,811 | $7.0M |
| Acadian Asset Management LLC | 0.01% | Add +124.4% | 24,363 | $7.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +299.8% | 24,286 | $7.0M |
| FORA Capital, LLC | 0.48% | Add +42.8% | 24,206 | $6.9M |
| Granite Investment Partners, LLC | 0.35% | Reduce -63.3% | 24,151 | $6.9M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +44.5% | 23,607 | $6.8M |
| Vident Advisory, LLC | 0.05% | Add +11.6% | 23,224 | $6.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +246.0% | 23,118 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.7% | 22,938 | $6.6M |
| Catalyst Funds Management Pty Ltd | 0.37% | New | 22,800 | $6.5M |
| Zacks Investment Management | 0.05% | Add +6.9% | 22,565 | $6.5M |
| Franklin Resources Inc. | 0.00% | Add +12.9% | 22,481 | $6.4M |
| Credit Agricole S A | 0.02% | No change | 21,984 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -24.9% | 21,628 | $6.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +8.5% | 21,587 | $6.2M |
| Cerity Partners LLC | 0.01% | Reduce -70.7% | 21,370 | $6.1M |
| Rodgers Brothers Inc. | 0.59% | No change | 21,120 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.3% | 20,881 | $5.8M |
| Fifth Third Bancorp | 0.01% | Reduce -7.3% | 20,251 | $5.8M |
| Voss Capital, LP | 0.29% | Reduce -95.1% | 20,000 | $5.7M |
| Illinois Municipal Retirement Fund | 0.06% | Add +36.4% | 19,942 | $5.7M |
| Man Group plc | 0.01% | Reduce -57.8% | 19,539 | $5.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -12.4% | 19,177 | $5.5M |
| Cetera Investment Advisers | 0.00% | Add +3.2% | 18,507 | $5.3M |
| Weiss Asset Management LP | 0.09% | New | 18,284 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +194.2% | 17,993 | $5.2M |
| Treasurer of the State of North Carolina | 0.01% | New | 17,343 | $5.0M |
| Merit Financial Group, LLC | 0.03% | Reduce -35.4% | 17,213 | $4.9M |
| Creative Planning | 0.00% | Add +24.4% | 17,012 | $4.9M |
| KP Management LLC | 0.99% | New | 16,500 | $4.7M |
| Legato Capital Management LLC | 0.39% | Add +6.5% | 16,374 | $4.7M |
| Exchange Traded Concepts, LLC | 0.02% | New | 16,058 | $4.6M |
| Truvestments Capital LLC | 0.65% | Add +1.8% | 15,383 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.4% | 15,379 | $4.4M |
| Cypress Asset Management Inc. | 0.85% | No change | 15,330 | $4.4M |
| Van Eck Associates Corp. | 0.00% | New | 15,129 | $4.3M |
| FMR LLC | 0.00% | Add +5.6% | 15,105 | $4.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +75.2% | 15,055 | $4.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.58% | No change | 15,000 | $4.3M |
| Group One Trading LLC | 0.12% | New | 14,763 | $4.2M |
| Eaton Financial Holdings Company, LLC | 1.16% | Reduce -30.0% | 14,689 | $4.2M |
| Hudson Bay Capital Management LP | 0.02% | Add +35.3% | 14,654 | $4.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -26.1% | 14,372 | $4.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.1% | 13,546 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Add +32.5% | 13,268 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +65.1% | 13,046 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.2% | 13,037 | $3.7M |
| Simplex Trading, LLC | 0.10% | New | 12,961 | $3.7M |
| Lisanti Capital Growth, LLC | 0.80% | Reduce -21.4% | 12,735 | $3.6M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.8% | 12,500 | $3.6M |
| Cadent Capital Advisors, LLC | 0.74% | Add +6.3% | 12,421 | $3.6M |
| Wesbanco Bank Inc. | 0.09% | Reduce -39.4% | 12,000 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -13.3% | 11,708 | $3.4M |
| Strong Tower Advisory Services | 0.60% | Reduce -24.7% | 11,652 | $3.3M |
| Trexquant Investment LP | 0.02% | Reduce -30.9% | 11,468 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.8% | 11,260 | $3.2M |
| Blackhawk Capital Partners, LLC | 1.04% | Reduce -20.5% | 11,104 | $3.2M |
| Kornitzer Capital Management Inc. | 0.07% | New | 11,096 | $3.2M |
| Bleakley Financial Group, LLC | 0.04% | New | 11,086 | $3.2M |
| PFG Advisors | 0.16% | Reduce -2.7% | 11,073 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -6.2% | 10,798 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -9.3% | 10,783 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -53.4% | 10,776 | $3.1M |
| Peterson Wealth Services | 0.67% | Add +1.7% | 10,740 | $3.1M |
| Hel Ved Capital Management Ltd | 0.43% | New | 10,680 | $3.1M |
| Invst, LLC | 0.29% | No change | 10,245 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -16.9% | 10,200 | $2.9M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -42.5% | 10,065 | $2.9M |
| SteelPeak Wealth, LLC | 0.08% | New | 10,055 | $2.9M |
| Oak Ridge Investments LLC | 0.16% | Reduce -64.8% | 10,045 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -22.1% | 9,998 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.1% | 9,935 | $2.8M |
| Victory Financial Group, LLC | 0.30% | Add +0.1% | 9,923 | $2.8M |
| Voya Investment Management LLC | 0.00% | Reduce -12.2% | 9,791 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -22.9% | 9,698 | $2.8M |
| Bridgewater Associates | 0.01% | New | 9,611 | $2.8M |
| Kayne Anderson Capital Advisors LP | 0.05% | Add +1.6% | 9,572 | $2.7M |
| Sidoxia Capital Management, LLC | 2.00% | Reduce -9.2% | 9,534 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -33.3% | 9,359 | $2.7M |
| Mission Wealth Management, LP | 0.03% | New | 9,325 | $2.7M |
| Jump Financial, LLC | 0.03% | Reduce -46.3% | 9,305 | $2.7M |
| Private Trust Co. NA | 0.21% | Reduce -42.0% | 9,274 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -5.8% | 9,160 | $2.6M |
| Entropy Technologies, LP | 0.10% | Add +130.2% | 9,114 | $2.6M |
| Amalgamated Bank | 0.02% | Add +9.5% | 8,929 | $2.6M |
| Harbor Capital Advisors, Inc. | 0.17% | Add +22.1% | 8,857 | $2.5M |
| Tectonic Advisors LLC | 0.12% | Reduce -14.1% | 8,853 | $2.5M |
| Alps Advisors Inc. | 0.01% | Reduce -18.3% | 8,838 | $2.5M |
| Virtus Advisers, LLC | 0.98% | No change | 8,757 | $2.5M |
| Gotham Asset Management | 0.01% | Reduce -22.1% | 8,707 | $2.5M |
| Fortune Financial Advisors, LLC | 1.06% | No change | 8,625 | $2.5M |
| Huntleigh Advisors, Inc. | 0.34% | Add +6.8% | 8,464 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | New | 8,235 | $2.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.0% | 8,193 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +0.5% | 8,041 | $2.3M |
| Montchanin Asset Management, LLC | 2.33% | Reduce -13.8% | 7,980 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -40.0% | 7,938 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +4.4% | 7,934 | $2.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.5% | 7,751 | $2.2M |
| Triasima Portfolio Management inc. | 0.30% | Reduce -3.1% | 7,719 | $2.2M |
| Horizon Investment Services, LLC | 0.61% | Reduce -14.6% | 7,684 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -70.2% | 7,624 | $2.2M |
| Roman Butler Fullerton & Co. | 0.52% | Reduce -66.6% | 9,653 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +92.8% | 7,602 | $2.2M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -41.0% | 7,523 | $2.2M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.4% | 7,493 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.1% | 7,366 | $2.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 7,350 | $2.1M |
| Syon Capital LLC | 0.09% | Reduce -4.3% | 7,295 | $2.1M |
| Amundi | 0.00% | Reduce -12.5% | 7,282 | $2.1M |
| Barclays PLC | 0.00% | Reduce -84.8% | 7,083 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 7,041 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +12.7% | 7,037 | $2.0M |
| Aster Capital Management (DIFC) Ltd | 0.43% | Add +17856.4% | 7,003 | $2.0M |
| James Investment Research, Inc. | 0.20% | Reduce -30.0% | 6,976 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +241.8% | 6,911 | $2.0M |
| First Dallas Securities Inc. | 0.65% | Reduce -27.5% | 6,850 | $2.0M |
| Steadtrust LLC | 0.99% | Reduce -0.3% | 6,835 | $2.0M |
| Lanark Financial, Inc. | 0.13% | Reduce -19.1% | 6,806 | $1.9M |
| Quest Investment Management LLC | 0.23% | Reduce -26.4% | 6,794 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -28.1% | 6,759 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.1% | 6,739 | $1.9M |
| BOCHK Asset Management Ltd | 0.30% | Add +71.8% | 6,700 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.1% | 6,620 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 6,490 | $1.9M |
| Littlejohn Financial Services, Inc. | 1.29% | Reduce -42.4% | 6,217 | $1.8M |
| Ausbil Investment Management Ltd | 0.81% | Reduce -41.9% | 6,719 | $1.8M |
| Eddie Patel Inc | 1.06% | Add +0.9% | 6,210 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.2% | 6,087 | $1.7M |
| Independent Advisor Alliance | 0.04% | Add +0.5% | 6,043 | $1.7M |
| Bay Rivers Group | 0.59% | Reduce -0.3% | 5,988 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -50.0% | 7,304 | $1.7M |
| Nomura Asset Management International Inc. | 0.00% | New | 5,777 | $1.7M |
| Legacy Bridge, LLC | 0.51% | New | 5,720 | $1.6M |
| Independent Financial Group, LLC | 0.03% | Add +7.6% | 5,707 | $1.6M |
| Rithm Capital Corp. | 2.28% | No change | 5,700 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Add +359.5% | 5,638 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 5,636 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Add +35.1% | 5,595 | $1.6M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -5.6% | 5,365 | $1.5M |
| Teacher Retirement System of Texas | 0.00% | Add +53.4% | 5,333 | $1.5M |
| Bank of Montreal | 0.00% | Add +12.0% | 5,257 | $1.5M |
| Arax Advisory Partners | 0.01% | New | 5,237 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +339.6% | 5,236 | $1.5M |
| Massachusetts Financial Services Co. | 0.00% | New | 5,070 | $1.5M |
| FCG Investment Co | 0.49% | New | 4,911 | $1.4M |
| Xponance LLC | 0.01% | Add +77.3% | 4,746 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.3% | 4,722 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -24.8% | 4,698 | $1.3M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -37.8% | 4,697 | $1.3M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.05% | New | 4,443 | $1.3M |
| Quantbot Technologies LP | 0.05% | Add +7.8% | 4,431 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 4,362 | $1.2M |
| Fayez Sarofim & Co | 0.00% | No change | 4,350 | $1.2M |
| Harvest Investment Services, LLC | 0.19% | New | 4,308 | $1.2M |
| XTX Topco Ltd | 0.02% | Add +35.2% | 4,299 | $1.2M |
| Boothbay Fund Management, LLC | 0.02% | New | 4,254 | $1.2M |
| EP Wealth Advisors, LLC | 0.00% | Add +30.7% | 4,245 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +95.3% | 4,084 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +142.8% | 4,072 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -19.4% | 4,020 | $1.2M |
| CX Institutional | 0.03% | No change | 4,005 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +2.7% | 4,001 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -11.1% | 3,949 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +11.8% | 3,947 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -37.7% | 3,006 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.05% | No change | 3,927 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 3,870 | $1.1M |
| Mutual Advisors, LLC | 0.02% | New | 3,856 | $1.1M |
| Valeo Financial Advisors, LLC | 0.02% | New | 3,834 | $1.1M |
| Fox Run Management, L.L.C. | 0.18% | New | 3,724 | $1.1M |
| AE Wealth Management LLC | 0.00% | Add +36.3% | 3,675 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +2.9% | 3,670 | $1.1M |
| LMR Partners LLP | 0.01% | New | 3,611 | $1.0M |
| Demars Financial Group, LLC | 0.28% | Reduce -12.9% | 3,588 | $1.0M |
| Galaxy Digital Capital Management GP LLC | 0.59% | Reduce -42.9% | 3,461 | $991K |
| Pacer Advisors, Inc. | 0.00% | Reduce -17.1% | 3,393 | $972K |
| Savant Capital, LLC | 0.00% | Add +36.9% | 2,810 | $971K |
| New York Life Investment Management LLC | 0.01% | New | 3,374 | $966K |
| Corient Private Wealth LP | 0.00% | Reduce -6.7% | 3,347 | $959K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.9% | 3,298 | $944K |
| HighTower Advisors, LLC | 0.00% | Reduce -44.4% | 3,249 | $930K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 3,232 | $926K |
| Kovack Advisors, Inc. | 0.04% | Add +102.2% | 3,318 | $925K |
| Spire Wealth Management | 0.03% | Add +76.3% | 3,162 | $905K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,108 | $890K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 3,087 | $884K |
| Intrust Bank NA | 0.07% | Reduce -20.1% | 3,085 | $883K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.9% | 3,043 | $871K |
| Citadel Advisors | 0.00% | Reduce -87.0% | 3,033 | $869K |
| Vise Technologies, Inc. | 0.01% | Add +50.0% | 2,944 | $843K |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 2,922 | $837K |
| Dynamic Technology Lab Private Ltd | 0.19% | Reduce -26.0% | 2,920 | $836K |
| Hollencrest Capital Management | 0.05% | Add +852.0% | 2,856 | $818K |
| Hancock Whitney Corp. | 0.01% | Reduce -76.5% | 2,782 | $797K |
| Expressive Wealth LLC | 0.74% | Reduce -66.7% | 2,751 | $788K |
| Vontobel Holding Ltd. | 0.00% | Add +4.1% | 2,741 | $785K |
| Sigma Planning Corp | 0.02% | Reduce -7.8% | 2,741 | $785K |
| 1620 Investment Advisors, Inc. | 0.48% | Reduce -49.1% | 2,727 | $781K |
| Sava Infond d.o.o. | 0.05% | No change | 2,700 | $773K |
| Empowered Funds, LLC | 0.00% | New | 2,669 | $764K |
| Mackenzie Financial Corp. | 0.00% | New | 2,662 | $762K |
| Cim, LLC | 0.10% | No change | 2,623 | $751K |
| GAMMA Investing LLC | 0.03% | Add +5.3% | 2,603 | $745K |
| SG Americas Securities, LLC | 0.00% | Reduce -85.0% | 2,524 | $723K |
| Cynosure Group, LLC | 0.11% | Add +0.6% | 2,519 | $721K |
| Argent Capital Management LLC | 0.02% | New | 2,512 | $719K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -36.0% | 2,458 | $704K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.6% | 2,395 | $686K |
| Xcelsior Advisor Partners LLC | 0.09% | New | 2,325 | $666K |
| Dock Street Asset Management Inc. | 0.06% | No change | 2,274 | $651K |
| Jefferies Financial Group Inc. | 0.01% | New | 2,166 | $620K |
| Garner Asset Management Corp | 0.20% | Reduce -7.9% | 2,157 | $618K |
| Cornerstone Investment Partners, LLC | 0.02% | No change | 2,120 | $607K |
| Two Sigma Investments, LP | 0.00% | Reduce -96.6% | 2,118 | $607K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,103 | $602K |
| Vestcor Inc | 0.01% | No change | 2,094 | $600K |
| Patten Group, Inc. | 0.09% | Reduce -20.8% | 2,030 | $581K |
| Fiduciary Trust Co | 0.01% | Reduce -58.3% | 2,017 | $578K |
| J2 Capital Management Inc | 0.38% | Reduce -62.7% | 1,990 | $570K |
| Carlson Financial, Inc. | 0.29% | Reduce -0.3% | 1,978 | $568K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.6% | 1,971 | $564K |
| Abel Hall, LLC | 0.10% | Add +0.1% | 1,959 | $561K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.0% | 1,937 | $555K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +449.9% | 1,930 | $553K |
| &partners | 0.00% | Add +20.1% | 1,964 | $551K |
| Regions Financial Corp. | 0.00% | Reduce -35.1% | 1,905 | $546K |
| JT Stratford LLC | 0.06% | Reduce -25.7% | 1,879 | $538K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -34.2% | 1,875 | $537K |
| McGowan Group Asset Management, Inc. | 0.07% | No change | 1,871 | $536K |
| Quadrature Capital Ltd | 0.00% | New | 1,845 | $528K |
| Symphony Financial, Ltd. Co. | 0.06% | New | 1,862 | $527K |
| Advyzon Investment Management, LLC | 0.04% | Add +23.4% | 1,837 | $526K |
| Stirlingshire Investments, Inc. | 0.39% | Add +17.6% | 1,824 | $522K |
| Howard Capital Management Group, LLC | 0.03% | New | 1,800 | $515K |
| Swiss Life Asset Management Ltd | 0.00% | Add +5.3% | 1,784 | $511K |
| Meeder Advisory Services, Inc. | 0.02% | Add +1.3% | 1,772 | $508K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -65.1% | 1,763 | $505K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.7% | 1,751 | $501K |
| Qsemble Capital Management, LP | 0.06% | New | 1,743 | $499K |
| Perigon Wealth Management, LLC | 0.01% | Add +21.9% | 1,737 | $498K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -3.8% | 1,728 | $495K |
| Tactive Advisors, LLC | 0.12% | New | 1,685 | $483K |
| Kassira Wealth Management LLC | 0.38% | Reduce -52.0% | 1,663 | $476K |
| Daiwa Securities Group Inc. | 0.00% | Add +183.8% | 1,660 | $475K |
| Keybank National Association | 0.00% | Reduce -20.0% | 1,620 | $464K |
| Savvy Advisors, Inc. | 0.01% | Reduce -13.3% | 1,618 | $463K |
| Sanchez Gaunt Capital Management, LLC | 0.26% | Reduce -4.8% | 1,614 | $462K |
| Navellier & Associates Inc. | 0.04% | Reduce -81.5% | 1,612 | $462K |
| MetLife Investment Management, LLC | 0.00% | Reduce -89.7% | 1,606 | $460K |
| Acropolis Investment Management, LLC | 0.02% | Add +3.2% | 1,601 | $458K |
| USS Investment Management Ltd | 0.00% | New | 1,600 | $458K |
| Fieldview Capital Management, LLC | 0.13% | New | 1,599 | $458K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,597 | $457K |
| MAI Capital Management | 0.00% | Add +44.5% | 1,587 | $454K |
| Teza Capital Management LLC | 0.87% | New | 1,581 | $453K |
| Kane Investment Management, Inc. | 0.19% | New | 1,578 | $452K |
| US Bancorp \de | 0.00% | Add +64.0% | 1,569 | $449K |
| Ensign Peak Advisors, Inc | 0.00% | Add +416.7% | 1,550 | $444K |
| denkapparat Operations GmbH | 0.14% | No change | 1,536 | $440K |
| HSBC Holdings PLC | 0.00% | New | 1,514 | $433K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,512 | $433K |
| Utah Retirement Systems | 0.00% | New | 1,507 | $432K |
| Aviva PLC | 0.00% | Reduce -42.1% | 1,496 | $428K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | No change | 1,500 | $422K |
| Prelude Capital Management, LLC | 0.03% | Reduce -30.6% | 1,392 | $399K |
| Ewa, LLC | 0.07% | Reduce -2.1% | 1,375 | $394K |
| DNB Asset Management AS | 0.00% | Reduce -10.8% | 1,372 | $393K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,360 | $389K |
| Atom Investors LP | 0.03% | New | 1,339 | $383K |
| AlphaGrep UK Ltd | 0.11% | New | 1,302 | $373K |
| IFP Advisors, Inc | 0.01% | Add +524.6% | 1,293 | $370K |
| Ring Mountain Capital, LLC | 0.15% | Reduce -0.5% | 1,269 | $363K |
| Quadrant Capital Group LLC | 0.01% | Add +113.1% | 1,266 | $363K |
| Elevated Financial Group LLC | 0.10% | No change | 1,257 | $360K |
| Palladiem, LLC | 0.35% | Reduce -49.7% | 1,246 | $357K |
| Mgo One Seven LLC | 0.01% | Reduce -41.5% | 1,246 | $357K |
| Assenagon Asset Management S.A. | 0.00% | New | 1,232 | $353K |
| Castleark Management LLC | 0.01% | No change | 1,230 | $352K |
| Concentric Capital Strategies, LP | 0.02% | No change | 1,229 | $352K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,226 | $351K |
| Lido Advisors, LLC | 0.00% | Add +5.4% | 1,221 | $350K |
| Two Sigma Securities, LLC | 0.03% | New | 1,221 | $350K |
| Commerce Bank | 0.00% | Reduce -9.1% | 1,219 | $349K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 1,215 | $348K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -40.4% | 1,207 | $346K |
| Caxton Associates LLP | 0.01% | New | 1,188 | $340K |
| Principal Securities, Inc. | 0.00% | New | 1,180 | $338K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 1,174 | $336K |
| Storgate, LLC | 0.07% | New | 1,157 | $331K |
| Glenmede Trust Co. NA | 0.00% | Add +1.6% | 1,155 | $331K |
| HB Wealth Management, LLC | 0.00% | Reduce -3.6% | 1,148 | $329K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.2% | 1,147 | $328K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -1.0% | 1,126 | $323K |
| CIBC Asset Management Inc | 0.00% | Reduce -8.9% | 1,126 | $322K |
| Smart Money Group LLC | 0.08% | New | 1,119 | $321K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,119 | $320K |
| Centiva Capital, LP | 0.01% | New | 1,116 | $320K |
| Stephens Inc. | 0.00% | Reduce -30.3% | 1,060 | $304K |
| Focused Wealth Management, Inc | 0.03% | New | 1,060 | $303K |
| Integrity Alliance, Llc. | 0.01% | New | 1,052 | $301K |
| VARCOV Co. | 0.11% | New | 1,051 | $301K |
| SBI Securities Co., Ltd. | 0.01% | Add +11.6% | 1,051 | $301K |
| Caprock Group, LLC | 0.01% | Reduce -18.4% | 1,045 | $299K |
| M&T Bank Corp | 0.00% | New | 1,027 | $294K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,025 | $294K |
| BlueSky Wealth Advisors, LLC | 0.03% | New | 1,020 | $292K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,016 | $291K |
| Profund Advisors LLC | 0.01% | Reduce -16.5% | 1,014 | $290K |
| Tanager Wealth Management LLP | 0.03% | New | 1,011 | $290K |
| RPS Advisory Solutions LLC | 0.19% | New | 1,000 | $286K |
| Axxion S.A. | 0.02% | — | 1,000 | $286K |
| CreativeOne Wealth, LLC | 0.01% | New | 982 | $281K |
| UMB Bank, n.a. | 0.00% | Add +1.3% | 972 | $278K |
| Nykredit A/S | 0.00% | — | 966 | $277K |
| Snowden Capital Advisors LLC | 0.01% | New | 963 | $276K |
| Global Retirement Partners, LLC | 0.00% | — | 959 | $275K |
| Pettee Investors, Inc. | 0.13% | New | 950 | $272K |
| Second Half Financial Partners, LLC | 0.11% | Reduce -66.7% | 949 | $272K |
| HUB Investment Partners, LLC | 0.00% | New | 940 | $269K |
| Larson Financial Group LLC | 0.01% | Add +118.9% | 939 | $269K |
| BankChampaign, National Association | 0.21% | New | 936 | $268K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 935 | $268K |
| Whalen Wealth Management Inc. | 0.12% | Reduce -47.2% | 913 | $261K |
| Sig Brokerage, LP | 0.04% | New | 912 | $261K |
| KBC Group NV | 0.00% | No change | 909 | $260K |
| Waycross Investment Management Co | 0.20% | New | 904 | $259K |
| Foundations Investment Advisors, LLC | 0.00% | New | 903 | $259K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -85.2% | 900 | $258K |
| GLR Partners, LLC | 0.12% | New | 898 | $257K |
| Laurion Capital Management LP | 0.02% | New | 892 | $255K |
| Barnes Pettey Financial Advisors, LLC | 0.08% | New | 891 | $255K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | New | 888 | $254K |
| North Dakota State Investment Board | 0.01% | New | 851 | $244K |
| Yorktown Management & Research Co Inc | 0.15% | New | 840 | $241K |
| Hoxton Planning & Management, LLC | 0.06% | New | 837 | $240K |
| Quantessence Capital LLC | 0.69% | New | 821 | $235K |
| Farringdon Capital, Ltd. | 0.12% | New | 814 | $233K |
| Claret Asset Management Corp | 0.03% | New | 803 | $230K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 801 | $229K |
| Shelton Capital Management | 0.00% | New | 790 | $226K |
| RFG Advisory, LLC | 0.00% | Reduce -85.9% | 787 | $225K |
| Bailard, Inc. | 0.00% | Reduce -53.5% | 783 | $224K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 781 | $224K |
| Praxis Investment Management Inc. | 0.01% | New | 772 | $221K |
| WT Wealth Management | 0.06% | New | 754 | $216K |
| BIP Wealth, LLC | 0.01% | New | 752 | $215K |
| SkyView Investment Advisors, LLC | 0.17% | New | 750 | $215K |
| Rossby Financial, LCC | 0.04% | No change | 750 | $215K |
| Susquehanna Fundamental Investments, LLC | 0.00% | New | 750 | $215K |
| Parkway Wealth Management Group, LLC | 0.02% | New | 742 | $212K |
| Gateway Investment Advisers LLC | 0.00% | New | 740 | $212K |
| QRG Capital Management, Inc. | 0.00% | New | 736 | $211K |
| Lazard Asset Management LLC | 0.00% | New | 729 | $209K |
| Advance Capital Management, Inc. | 0.01% | New | 725 | $208K |
| Empirical Asset Management, LLC | 0.05% | New | 723 | $207K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -37.0% | 715 | $205K |
| Global Assets Advisory, LLC | 0.04% | New | 771 | $204K |
| Clifford Group, LLC | 0.14% | New | 711 | $204K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 708 | $202K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +2.2% | 638 | $183K |
| STRS Ohio | 0.00% | Reduce -92.2% | 609 | $174K |
| Elequin Capital, LP | 0.03% | New | 603 | $173K |
| Eastern Bank | 0.00% | New | 600 | $172K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.3% | 587 | $168K |
| Dara Capital Us, Inc. | 0.11% | New | 552 | $158K |
| Versant Capital Management, Inc | 0.01% | Reduce -0.8% | 506 | $145K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -30.0% | 489 | $140K |
| Ascentis Wealth Management, LLC | 0.02% | New | 479 | $137K |
| Huntington National Bank | 0.00% | Add +2.2% | 417 | $119K |
| Covestor Ltd | 0.06% | Reduce -55.7% | 367 | $105K |
| Clearstead Advisors, LLC | 0.00% | Add +136.0% | 354 | $101K |
| Bayforest Capital Ltd | 0.09% | Add +1010.0% | 333 | $95K |
| Harbour Investments, Inc. | 0.00% | Add +7.9% | 314 | $90K |
| Walleye Capital LLC | 0.00% | Add +217.7% | 305 | $87K |
| Tounjian Advisory Partners, LLC | 0.04% | New | 301 | $86K |
| USA Financial Formulas | 0.02% | — | 288 | $82K |
| Avanza Fonder AB | 0.00% | No change | 279 | $80K |
| Tidemark, LLC | 0.02% | No change | 276 | $79K |
| Wellington-Altus USA Inc. | 0.05% | Reduce -88.9% | 136 | $74K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +6.7% | 256 | $73K |
| Parallel Advisors, LLC | 0.00% | Reduce -66.5% | 232 | $66K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -0.4% | 245 | $65K |
| Quantum Portfolio Management LLC | 0.02% | New | 219 | $63K |
| MCF Advisors LLC | 0.00% | No change | 198 | $57K |
| Signature Equity Partners, LLC | 0.02% | Reduce -47.5% | 186 | $53K |
| Index Technologies Group LLC | 0.04% | New | 184 | $53K |
| Whittier Trust Co. | 0.00% | No change | 210 | $52K |
| Evolution Wealth Management Inc. | 0.03% | Reduce -9.1% | 180 | $52K |
| Blue Trust, Inc. | 0.00% | Add +15.4% | 180 | $52K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -0.6% | 173 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.7% | 171 | $49K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 174 | $49K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 165 | $47K |
| Signaturefd, LLC | 0.00% | Add +18.2% | 156 | $45K |
| Macquarie Group Ltd. | 0.00% | New | 154 | $44K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 141 | $40K |
| Rothschild Investment LLC | 0.00% | Reduce -9.6% | 141 | $40K |
| Anchor Investment Management, LLC | 0.00% | Reduce -35.7% | 135 | $39K |
| International Assets Investment Management, LLC | 0.00% | Reduce -80.0% | 132 | $35K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 120 | $34K |
| Fortitude Family Office, LLC | 0.01% | Add +38.1% | 116 | $33K |
| Allworth Financial LP | 0.00% | Add +19.8% | 115 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -66.7% | 115 | $32K |
| First Horizon Corp. | 0.00% | No change | 105 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.4% | 105 | $30K |
| Toronto Dominion Bank | 0.00% | No change | 93 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 93 | $27K |
| Bare Financial Services, Inc | 0.01% | Add +80.4% | 92 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 75 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.3% | 65 | $19K |
| Solstein Capital, LLC | 0.01% | No change | 60 | $17K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +25.0% | 60 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 57 | $16K |
| National Bank of Canada | 0.00% | New | 53 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | Add +63.6% | 54 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $13K |
| Essential Partners LLC | 0.01% | No change | 45 | $13K |
| Optiver Holding B.V. | 0.00% | New | 43 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 36 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -38.9% | 33 | $9K |
| Picton Mahoney Asset Management | 0.00% | Add +42.9% | 30 | $9K |
| LRI Investments, LLC | 0.00% | New | 30 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 29 | $8K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -91.8% | 24 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 26 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +53.3% | 23 | $7K |
| Rakuten Securities, Inc. | 0.00% | New | 23 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 20 | $6K |
| Sawyer & Company, Inc | 0.00% | New | 20 | $6K |
| Compass Financial Management LLC | 0.00% | — | 19 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -62.5% | 18 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -11.1% | 16 | $5K |
| William B. Walkup & Associates, Inc. | 0.00% | New | 15 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 14 | $4K |
| Stone House Investment Management, LLC | 0.00% | Add +333.3% | 13 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -82.5% | 11 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 9 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 9 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 9 | $3K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 9 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +166.7% | 8 | $2K |
| Avion Wealth | 0.00% | Add +11.1% | 10 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 6 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 6 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 6 | $2K |
| Ankerstar Wealth, LLC | 0.00% | No change | 6 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 6 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $2K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 5 | $1K |
| Raffa Wealth Management, LLC | 0.00% | New | 5 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 5 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $1K |
| Evolution Advisers, Inc. | 0.00% | New | 5 | $1K |
| TD Capital Management LLC | 0.00% | No change | 3 | $860 |
| TFC Financial Management, Inc. | 0.00% | No change | 3 | $860 |
| Bell Investment Advisors, Inc | 0.00% | No change | 3 | $860 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 2 | $573 |
| Davis Capital Management | 0.00% | New | 2 | $573 |
| Noble Wealth Management PBC | 0.00% | New | 2 | $573 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 2 | $573 |
| Zions Bancorporation, National Association | 0.00% | New | 2 | $573 |
| Abound Wealth Management | 0.00% | New | 1 | $287 |
| Dauntless Investment Group, LLC | 0.00% | New | 1 | $286 |
| Quarry LP | 0.00% | Reduce -83.3% | 1 | $286 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $265 |
| Banque Cantonale Vaudoise | 0.00% | Reduce -96.0% | 212 | $61 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is POWL's weight in each manager's 13F, not the share of Powell Industries Inc. the manager owns.