Perimeter SolutionsPRM
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 286 institutions reported holding Perimeter Solutions Inc. (PRM) in their 13F filings, up 49 from Q3 2025. 68 opened new positions and 20 sold out. The largest holders were Windacre Partnership LLC ($601.7M), Principal Financial Group Inc. ($299.5M) and BlackRock, Inc. ($299.2M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Perimeter Solutions Inc.
- CUSIP
- 71385M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $88.3M |
| Exits | 20 | $26.5M |
All 13F filers, Q3 2025 → Q4 2025: 9,141,456 shares bought and 8,921,392 shares sold, net +220,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| Windacre Partnership LLC | 6.45% | No change | 21,854,600 | $601.7M |
| Principal Financial Group Inc. | 0.15% | Reduce -1.2% | 10,879,001 | $299.5M |
| BlackRock, Inc. | 0.01% | Add +2.1% | 10,866,996 | $299.2M |
| FMR LLC | 0.01% | Reduce -10.1% | 8,769,495 | $241.4M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 8,570,699 | $236.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -8.0% | 4,735,822 | $130.4M |
| Janus Henderson Group PLC | 0.05% | Add +54.9% | 3,691,773 | $101.6M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 3,421,820 | $94.2M |
| State Street Corp. | 0.00% | Add +1.9% | 3,200,527 | $88.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 2,537,263 | $69.9M |
| DF Dent & Co. Inc. | 1.00% | Reduce -7.8% | 2,535,404 | $69.8M |
| Balance Capital Partners L.P. | 56.11% | — | 2,510,521 | $69.1M |
| Senator Investment Group LP | 2.59% | Add +11.8% | 2,348,000 | $64.6M |
| Brown Brothers Harriman & Co. | 0.34% | Reduce -18.4% | 2,259,089 | $62.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +0.0% | 2,132,437 | $58.7M |
| Corient Private Wealth LP | 0.08% | Reduce -17.7% | 2,034,505 | $55.9M |
| Equitable Trust Co. | 2.35% | Reduce -7.1% | 1,916,010 | $52.7M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 1,659,012 | $45.7M |
| Primecap Management Co. | 0.03% | Reduce -19.8% | 1,644,081 | $45.3M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -9.0% | 1,632,406 | $44.9M |
| Morgan Stanley | 0.00% | Add +55.5% | 1,539,089 | $42.4M |
| Northern Trust Corp. | 0.00% | Reduce -7.2% | 1,366,933 | $37.6M |
| East Coast Asset Management, LLC. | 11.06% | Reduce -13.2% | 1,366,380 | $37.6M |
| Invesco Ltd. | 0.00% | Add +157.3% | 1,294,686 | $35.6M |
| Pennant Investors, LP | 8.00% | Reduce -13.8% | 1,193,000 | $32.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.0% | 1,171,049 | $32.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.2% | 1,096,625 | $30.5M |
| Driehaus Capital Management LLC | 0.16% | New | 869,718 | $23.9M |
| Skye Global Management LP | 0.40% | No change | 712,000 | $19.6M |
| Bessemer Group Inc. | 0.03% | Add +0.2% | 660,508 | $18.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.4% | 647,897 | $17.8M |
| Credit Agricole S A | 0.05% | Add +51.9% | 633,309 | $17.4M |
| Catawba River Capital | 7.36% | Reduce -2.4% | 600,896 | $16.5M |
| Wells Fargo & Company | 0.00% | Add +9.6% | 570,760 | $15.7M |
| Pennant Select, LLC | 8.30% | No change | 570,038 | $15.7M |
| AQR Capital Management | 0.01% | Add +2.6% | 566,319 | $15.6M |
| Tudor Investment Corporation | 0.08% | Add +262.1% | 524,692 | $14.4M |
| Ieq Capital, LLC | 0.04% | Reduce -1.8% | 510,996 | $14.1M |
| Weitz Investment Management, Inc. | 0.83% | Reduce -31.6% | 509,400 | $14.0M |
| Norges Bank | 0.00% | — | 503,335 | $13.9M |
| Nordea Investment Management AB | 0.01% | Reduce -12.5% | 486,421 | $13.5M |
| Focus Partners Wealth | 0.01% | New | 463,832 | $12.8M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -18.1% | 451,859 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.0% | 441,223 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +65.5% | 425,535 | $11.7M |
| TenCore Partners, LP | 5.56% | Reduce -9.6% | 395,150 | $10.9M |
| First Trust Advisors LP | 0.01% | Reduce -17.5% | 379,968 | $10.5M |
| Jane Street Group, LLC | 0.01% | Reduce -40.0% | 378,546 | $10.4M |
| Stanley Capital Management, LLC | 1.61% | No change | 349,000 | $9.6M |
| UBS Group AG | 0.00% | Reduce -40.1% | 339,607 | $9.3M |
| Barclays PLC | 0.00% | Add +68.7% | 336,270 | $9.3M |
| Federated Hermes, Inc. | 0.02% | Add +12.4% | 335,048 | $9.2M |
| Voleon Capital Management LP | 0.18% | Add +1032.9% | 310,533 | $8.5M |
| Algert Global LLC | 0.13% | Add +428.8% | 301,126 | $8.3M |
| Davidson Kahn Capital Management, LLC | 4.14% | Add +0.1% | 289,669 | $8.0M |
| Nuveen, LLC | 0.00% | Reduce -0.2% | 285,733 | $7.9M |
| Swiss National Bank | 0.00% | Add +0.9% | 274,200 | $7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.2% | 248,084 | $6.8M |
| Lynwood Price Capital Management LP | 3.28% | New | 245,000 | $6.7M |
| Citadel Advisors | 0.00% | Add +50.9% | 244,748 | $6.7M |
| Voloridge Investment Management, LLC | 0.02% | New | 242,692 | $6.7M |
| SG Americas Securities, LLC | 0.01% | Add +197.2% | 230,940 | $6.4M |
| TD Waterhouse Canada Inc. | 0.04% | Add +245.1% | 209,129 | $5.8M |
| Rhumbline Advisers | 0.00% | Reduce -13.3% | 205,053 | $5.6M |
| Kingdon Capital Management, L.L.C. | 0.84% | New | 200,000 | $5.5M |
| Franklin Resources Inc. | 0.00% | Reduce -7.1% | 186,274 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -18.5% | 183,331 | $5.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 173,000 | $4.8M |
| Phocas Financial Corp. | 0.59% | Reduce -0.3% | 165,987 | $4.6M |
| Victory Capital Management Inc. | 0.00% | Add +885.0% | 156,395 | $4.3M |
| Alliancebernstein L.P. | 0.00% | No change | 150,100 | $4.1M |
| Legal & General Group Plc | 0.00% | Reduce -4.1% | 144,811 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 144,549 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 135,692 | $3.7M |
| California State Teachers Retirement System | 0.00% | Add +2.4% | 132,273 | $3.6M |
| HRT Financial LP | 0.01% | Add +13.9% | 120,252 | $3.3M |
| Templeton & Phillips Capital Management, LLC | 2.13% | Reduce -38.8% | 116,151 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -67.8% | 113,282 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Add +290.6% | 111,098 | $3.1M |
| Teewinot Capital Advisers, L.L.C. | 0.21% | No change | 102,640 | $2.8M |
| Select Equity Group, L.P. | 0.01% | New | 102,072 | $2.8M |
| American Century Companies Inc. | 0.00% | New | 91,655 | $2.5M |
| Twinbeech Capital LP | 0.18% | New | 91,200 | $2.5M |
| Lombard Odier Asset Management (USA) Corp | 1.27% | Add +7.3% | 85,815 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -26.3% | 83,859 | $2.3M |
| Mariner, LLC | 0.00% | Add +3.1% | 81,165 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -26.6% | 79,215 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.8% | 77,934 | $2.1M |
| CenterBook Partners LP | 0.10% | Add +58.5% | 77,798 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +7.2% | 74,319 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +8.5% | 68,397 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.1% | 66,509 | $1.8M |
| Point72 Asset Management | 0.00% | New | 66,395 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | No change | 64,686 | $1.8M |
| Creative Planning | 0.00% | Add +51.1% | 63,494 | $1.7M |
| Grandeur Peak Global Advisors, LLC | 0.23% | Add +40.6% | 62,097 | $1.7M |
| Intech Investment Management LLC | 0.01% | Reduce -0.2% | 59,509 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +238.9% | 54,900 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +185.3% | 51,650 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | New | 50,600 | $1.4M |
| Asset Management One Co., Ltd. | 0.00% | New | 48,959 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +321.4% | 48,490 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | New | 47,900 | $1.3M |
| Sei Investments Co. | 0.00% | Reduce -10.5% | 45,180 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -15.0% | 44,959 | $1.2M |
| Millennium Management | 0.00% | Reduce -93.2% | 44,645 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -19.4% | 43,360 | $1.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 43,317 | $1.2M |
| XTX Topco Ltd | 0.03% | Reduce -17.0% | 43,139 | $1.2M |
| STRS Ohio | 0.00% | Add +22.8% | 43,100 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +49.7% | 42,113 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -41.1% | 41,746 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -7.3% | 41,398 | $1.1M |
| MML Investors Services, LLC | 0.00% | New | 41,184 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.8% | 39,527 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +82.8% | 39,473 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.8% | 39,253 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -7.1% | 38,569 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -2.1% | 38,293 | $1.1M |
| Evercore Wealth Management, LLC | 0.01% | No change | 35,000 | $964K |
| Argos Wealth Advisors, LLC | 0.26% | — | 34,900 | $961K |
| Simplex Trading, LLC | 0.03% | Add +31.7% | 34,882 | $960K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -19.8% | 33,050 | $910K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 32,629 | $898K |
| Bleakley Financial Group, LLC | 0.01% | Add +7.5% | 31,177 | $858K |
| National Bank of Canada | 0.00% | Reduce -3.9% | 30,461 | $838K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -3.6% | 29,600 | $815K |
| Level Four Advisory Services, LLC | 0.03% | New | 28,748 | $791K |
| Squarepoint Ops LLC | 0.00% | Reduce -82.2% | 28,415 | $782K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.9% | 26,235 | $722K |
| Atria Investments, Inc | 0.01% | Add +23.8% | 25,607 | $705K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 25,447 | $701K |
| Voya Investment Management LLC | 0.00% | Reduce -1.3% | 25,156 | $693K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.3% | 24,858 | $684K |
| Truist Financial Corp. | 0.00% | New | 24,311 | $669K |
| Wolverine Asset Management LLC | 0.04% | New | 24,138 | $665K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -61.6% | 23,395 | $644K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.8% | 23,009 | $633K |
| Aprio Wealth Management, LLC | 0.04% | Add +6.8% | 22,907 | $631K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.4% | 22,101 | $608K |
| Renaissance Technologies | 0.00% | Add +14.2% | 20,789 | $572K |
| &partners | 0.00% | Add +52.5% | 20,379 | $562K |
| Verition Fund Management LLC | 0.00% | Reduce -68.8% | 20,400 | $562K |
| Prelude Capital Management, LLC | 0.04% | Add +6.1% | 20,246 | $557K |
| Abacus Wealth Partners, LLC | 0.05% | New | 19,000 | $523K |
| Tidal Investments LLC | 0.00% | Add +88.1% | 18,993 | $523K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 18,803 | $518K |
| Quantbot Technologies LP | 0.02% | Reduce -67.2% | 18,357 | $505K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 18,041 | $500K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.1% | 18,133 | $499K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 18,131 | $499K |
| Gotham Asset Management | 0.00% | New | 17,840 | $491K |
| Nomura Holdings Inc. | 0.00% | Reduce -39.2% | 17,652 | $486K |
| Third View Private Wealth, LLC | 0.07% | — | 17,643 | $486K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 17,170 | $473K |
| Canada Pension Plan Investment Board | 0.00% | New | 16,700 | $460K |
| Fox Run Management, L.L.C. | 0.07% | Add +37.5% | 16,454 | $453K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 16,416 | $452K |
| Benjamin Edwards Inc. | 0.00% | New | 15,975 | $440K |
| Catalyst Funds Management Pty Ltd | 0.10% | No change | 15,600 | $429K |
| Graham Capital Management, L.P. | 0.02% | Add +2.3% | 15,485 | $426K |
| Empowered Funds, LLC | 0.01% | New | 15,158 | $417K |
| Centiva Capital, LP | 0.03% | New | 15,000 | $413K |
| Contravisory Investment Management, Inc. | 0.08% | Reduce -5.9% | 14,776 | $407K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,711 | $405K |
| Savant Capital, LLC | 0.00% | Add +27.5% | 14,699 | $405K |
| Cetera Investment Advisers | 0.00% | New | 14,611 | $402K |
| Connecticut Capital Management Group, LLC | 0.38% | — | 14,341 | $395K |
| Swiss Life Asset Management Ltd | 0.00% | New | 13,691 | $377K |
| Jain Global LLC | 0.00% | Reduce -10.2% | 13,023 | $359K |
| Abel Hall, LLC | 0.08% | New | 12,848 | $354K |
| Principal Securities, Inc. | 0.01% | Add +78.5% | 12,779 | $352K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.5% | 12,691 | $349K |
| New York State Teachers Retirement System | 0.00% | No change | 12,583 | $346K |
| Axq Capital, LP | 0.07% | Add +11.0% | 11,755 | $324K |
| Park Avenue Securities LLC | 0.00% | New | 11,689 | $322K |
| Trexquant Investment LP | 0.00% | Reduce -88.7% | 11,671 | $321K |
| Perigon Wealth Management, LLC | 0.01% | New | 11,480 | $316K |
| Citigroup Inc. | 0.00% | Add +6.1% | 11,378 | $313K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.9% | 11,302 | $311K |
| AlphaQuest LLC | 0.02% | Reduce -61.4% | 11,162 | $307K |
| Xponance LLC | 0.00% | Add +0.8% | 10,934 | $301K |
| Caxton Associates LLP | 0.01% | New | 10,761 | $296K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.6% | 10,284 | $283K |
| Choreo, LLC | 0.00% | Add +3.4% | 10,109 | $281K |
| Comerica Bank | 0.00% | Add +102.1% | 10,143 | $279K |
| Carmel Capital Partners, LLC | 0.10% | New | 10,090 | $278K |
| Narwhal Capital Management | 0.02% | New | 10,014 | $276K |
| Gilbert & Cook, Inc. | 0.03% | Add +0.1% | 9,409 | $259K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,333 | $257K |
| Group One Trading LLC | 0.01% | Add +8.2% | 9,303 | $256K |
| Cibc World Markets Corp. | 0.00% | — | 9,212 | $254K |
| Brown Advisory Inc. | 0.00% | Reduce -19.5% | 8,939 | $246K |
| Mackenzie Financial Corp. | 0.00% | New | 8,715 | $242K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -7.0% | 8,666 | $239K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,524 | $235K |
| HSBC Holdings PLC | 0.00% | Reduce -25.6% | 8,198 | $229K |
| HB Wealth Management, LLC | 0.00% | New | 8,162 | $225K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.1% | 8,090 | $223K |
| Zacks Investment Management | 0.00% | Reduce -61.9% | 8,081 | $222K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,750 | $213K |
| Highland Capital Management, LLC | 0.01% | New | 7,684 | $212K |
| Wingate Wealth Advisors, Inc. | 0.12% | New | 7,654 | $211K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +66.5% | 6,910 | $190K |
| Vestcor Inc | 0.01% | New | 6,704 | $185K |
| State of Alaska, Department of Revenue | 0.00% | Add +4.8% | 6,555 | $180K |
| State of Wyoming | 0.02% | New | 6,516 | $179K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 5,809 | $160K |
| MCF Advisors LLC | 0.01% | New | 5,107 | $141K |
| State of Tennessee, Department of Treasury | 0.00% | New | 5,308 | $139K |
| US Bancorp \de | 0.00% | Reduce -5.8% | 5,008 | $138K |
| KBC Group NV | 0.00% | No change | 4,871 | $134K |
| Smartleaf Asset Management LLC | 0.00% | Add +29.0% | 4,666 | $130K |
| GAMMA Investing LLC | 0.01% | Add +30.7% | 4,675 | $129K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.9% | 4,611 | $127K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,404 | $121K |
| Amalgamated Bank | 0.00% | Reduce -5.2% | 4,374 | $120K |
| Allworth Financial LP | 0.00% | Add +14.1% | 4,100 | $113K |
| Kemnay Advisory Services Inc. | 0.01% | New | 3,597 | $99K |
| Signaturefd, LLC | 0.00% | Reduce -12.6% | 3,561 | $98K |
| Ancora Advisors LLC | 0.00% | No change | 3,190 | $88K |
| Huntington National Bank | 0.00% | Add +0.9% | 2,989 | $82K |
| Rockefeller Capital Management L.P. | 0.00% | Add +56.3% | 2,918 | $80K |
| Larson Financial Group LLC | 0.00% | Add +55.7% | 2,514 | $69K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 2,000 | $55K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.2% | 1,978 | $54K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +48.2% | 1,912 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.9% | 1,912 | $53K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -16.4% | 1,723 | $47K |
| Jones Financial Companies LLLP | 0.00% | Add +24.5% | 1,581 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +51.6% | 1,143 | $31K |
| Arax Advisory Partners | 0.00% | Add +122.8% | 1,047 | $29K |
| Danske Bank A/S | 0.00% | New | 700 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 682 | $19K |
| Los Angeles Capital Management LLC | 0.00% | New | 692 | $18K |
| Parkside Financial Bank & Trust | 0.00% | No change | 525 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +147.9% | 523 | $14K |
| Johnson Financial Group, Inc. | 0.00% | No change | 511 | $14K |
| Clearstead Advisors, LLC | 0.00% | Add +1004.8% | 464 | $13K |
| Red Tortoise LLC | 0.01% | No change | 446 | $12K |
| Matrix Trust Co | 0.00% | New | 446 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -28.0% | 432 | $12K |
| Parallel Advisors, LLC | 0.00% | No change | 392 | $11K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -99.9% | 380 | $10K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 363 | $10K |
| MAI Capital Management | 0.00% | Add +23.5% | 315 | $9K |
| Rothschild Investment LLC | 0.00% | Add +3.0% | 309 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 300 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 294 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 289 | $8K |
| Assetmark, Inc. | 0.00% | Add +8.2% | 252 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 250 | $7K |
| Aquatic Capital Management LLC | 0.00% | New | 242 | $7K |
| Bare Financial Services, Inc | 0.00% | New | 235 | $6K |
| Root Financial Partners, LLC | 0.00% | Add +438.5% | 210 | $6K |
| ORG Partners LLC | 0.00% | Add +143.8% | 195 | $5K |
| Optiver Holding B.V. | 0.00% | Reduce -78.2% | 172 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 163 | $4K |
| Quarry LP | 0.00% | New | 112 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +134.8% | 108 | $3K |
| Meeder Asset Management Inc. | 0.00% | New | 93 | $3K |
| HM Payson & Co. | 0.00% | New | 86 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 78 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 71 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -78.7% | 69 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 63 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 58 | $2K |
| Torren Management, LLC | 0.00% | — | 57 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 47 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 33 | $909 |
| IFP Advisors, Inc | 0.00% | No change | 21 | $578 |
| Fortitude Family Office, LLC | 0.00% | New | 20 | $551 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 19 | $523 |
| Atlantic Union Bankshares Corp | 0.00% | Add +8.3% | 13 | $358 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $303 |
| SJS Investment Consulting Inc. | 0.00% | New | 6 | $166 |
| Sunbelt Securities, Inc. | 0.00% | No change | 6 | $165 |
| Essential Partners LLC | 0.00% | No change | 5 | $138 |
| True Wealth Design, LLC | 0.00% | No change | 4 | $111 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 3 | $83 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $83 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $83 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $55 |
| Lanark Financial, Inc. | 0.00% | No change | 1 | $27 |
| Covestor Ltd | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is PRM's weight in each manager's 13F, not the share of Perimeter Solutions Inc. the manager owns.