Perimeter SolutionsPRM
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 293 institutions reported holding Perimeter Solutions Inc. (PRM) in their 13F filings, up 7 from Q4 2025. 51 opened new positions and 43 sold out. The largest holders were Windacre Partnership LLC ($533.7M), Principal Financial Group Inc. ($305.6M) and BlackRock, Inc. ($264.5M). 9 famous investors held it, including Chuck Akre (0.1% of Akre Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Perimeter Solutions Inc.
- CUSIP
- 71385M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $30.4M |
| Exits | 43 | $71.8M |
All 13F filers, Q4 2025 → Q1 2026: 10,057,050 shares bought and 8,008,936 shares sold, net +2,048,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Windacre Partnership LLC | 5.71% | No change | 21,854,600 | $533.7M |
| Principal Financial Group Inc. | 0.16% | Add +15.0% | 12,513,159 | $305.6M |
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 10,829,380 | $264.5M |
| FMR LLC | 0.01% | Add +3.1% | 9,039,110 | $220.7M |
| Vanguard Capital Management LLC | 0.00% | — | 6,175,487 | $150.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.6% | 4,763,465 | $116.3M |
| Janus Henderson Group PLC | 0.05% | Add +8.6% | 4,007,536 | $97.9M |
| DF Dent & Co. Inc. | 1.84% | Add +55.1% | 3,932,371 | $96.0M |
| Geode Capital Management, LLC | 0.01% | Add +10.9% | 3,796,605 | $92.7M |
| State Street Corp. | 0.00% | Add +1.4% | 3,244,068 | $79.2M |
| Balance Capital Partners L.P. | 75.96% | Add +9.0% | 2,735,521 | $66.8M |
| Brown Brothers Harriman & Co. | 0.34% | Add +15.5% | 2,608,289 | $63.7M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 2,806,634 | $59.7M |
| Senator Investment Group LP | 2.66% | Add +0.9% | 2,370,000 | $57.9M |
| Corient Private Wealth LP | 0.07% | Reduce -6.6% | 1,900,978 | $46.4M |
| Morgan Stanley | 0.00% | Add +21.9% | 1,876,776 | $45.8M |
| Bank of America Corp. | 0.00% | Add +4.8% | 1,738,095 | $42.4M |
| Equitable Trust Co. | 1.86% | Reduce -13.7% | 1,653,187 | $40.4M |
| Primecap Management Co. | 0.03% | Reduce -0.6% | 1,634,800 | $39.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -23.7% | 1,626,724 | $39.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,447,461 | $35.3M |
| Northern Trust Corp. | 0.00% | Add +3.0% | 1,408,132 | $34.4M |
| East Coast Asset Management, LLC. | 10.93% | Reduce -0.6% | 1,357,583 | $33.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.9% | 1,149,405 | $28.1M |
| Focus Partners Wealth | 0.03% | Add +130.9% | 1,071,227 | $26.2M |
| Bessemer Group Inc. | 0.04% | Add +61.2% | 1,064,925 | $26.0M |
| Invesco Ltd. | 0.00% | Reduce -18.8% | 1,051,624 | $25.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -37.9% | 1,014,202 | $24.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +51.4% | 980,700 | $23.9M |
| Pennant Investors, LP | 6.35% | Reduce -21.4% | 938,250 | $22.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 911,891 | $22.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -23.4% | 839,657 | $18.2M |
| Skye Global Management LP | 0.34% | Reduce -8.4% | 652,000 | $15.9M |
| Catawba River Capital | 7.46% | Reduce -0.3% | 599,371 | $15.5M |
| Renaissance Technologies | 0.02% | Add +2744.1% | 591,257 | $14.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +27.9% | 577,855 | $14.1M |
| AQR Capital Management | 0.01% | Add +1.4% | 574,169 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.3% | 550,276 | $13.4M |
| Weitz Investment Management, Inc. | 0.87% | No change | 509,400 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -20.2% | 455,393 | $11.1M |
| Nordea Investment Management AB | 0.01% | Reduce -4.6% | 464,037 | $11.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 434,635 | $10.6M |
| Ieq Capital, LLC | 0.05% | Reduce -19.4% | 412,139 | $10.1M |
| Voleon Capital Management LP | 0.22% | Add +32.4% | 411,013 | $10.0M |
| First Trust Advisors LP | 0.01% | Reduce -0.9% | 376,401 | $9.2M |
| Federated Hermes, Inc. | 0.01% | Add +6.5% | 356,866 | $8.7M |
| Lynwood Price Capital Management LP | 4.59% | Add +42.9% | 350,000 | $8.5M |
| Stanley Capital Management, LLC | 1.42% | No change | 349,000 | $8.5M |
| Citadel Advisors | 0.01% | Add +34.7% | 329,650 | $8.1M |
| Algert Global LLC | 0.11% | Reduce -1.5% | 296,547 | $7.2M |
| Nuveen, LLC | 0.00% | Reduce -0.5% | 284,344 | $6.9M |
| Swiss National Bank | 0.00% | Add +1.4% | 278,100 | $6.8M |
| TenCore Partners, LP | 5.20% | Reduce -30.6% | 274,050 | $6.7M |
| Davidson Kahn Capital Management, LLC | 3.52% | Reduce -6.5% | 270,758 | $6.6M |
| UBS Group AG | 0.00% | Reduce -20.5% | 269,858 | $6.6M |
| Akre Capital Management | 0.10% | New | 250,000 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 247,508 | $6.0M |
| Barclays PLC | 0.00% | Reduce -28.9% | 239,262 | $5.8M |
| Victory Capital Management Inc. | 0.00% | Add +29.8% | 203,026 | $5.0M |
| Franklin Resources Inc. | 0.00% | Add +5.8% | 197,089 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -5.6% | 193,559 | $4.7M |
| Captrust Financial Advisors | 0.01% | New | 183,699 | $4.5M |
| Panagora Asset Management Inc. | 0.02% | New | 168,414 | $4.1M |
| Point72 Asset Management | 0.01% | Add +149.6% | 165,717 | $4.0M |
| California State Teachers Retirement System | 0.00% | Add +24.3% | 164,346 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.8% | 142,850 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.4% | 159,306 | $3.9M |
| Allianz Asset Management GmbH | 0.00% | Add +225.6% | 155,945 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -18.8% | 148,903 | $3.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -19.1% | 140,000 | $3.4M |
| Credit Agricole S A | 0.01% | Reduce -79.5% | 129,642 | $3.2M |
| Deutsche Bank AG | 0.00% | Add +12.1% | 127,016 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -13.5% | 124,986 | $3.1M |
| Legal & General Group Plc | 0.00% | Reduce -14.9% | 123,280 | $3.0M |
| Templeton & Phillips Capital Management, LLC | 2.31% | No change | 116,151 | $2.8M |
| Neo Ivy Capital Management | 0.73% | New | 114,017 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.1% | 105,415 | $2.6M |
| Teewinot Capital Advisers, L.L.C. | 0.20% | No change | 102,640 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +89.5% | 97,875 | $2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 93,019 | $2.3M |
| American Century Companies Inc. | 0.00% | Add +1.4% | 92,904 | $2.3M |
| Sei Investments Co. | 0.00% | Add +100.1% | 90,407 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.5% | 83,417 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +11.9% | 83,153 | $2.0M |
| Squarepoint Ops LLC | 0.00% | Add +190.7% | 82,606 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.8% | 76,550 | $1.9M |
| Millennium Management | 0.00% | Add +71.4% | 76,522 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +5071.1% | 81,755 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +195.8% | 68,052 | $1.7M |
| Twinbeech Capital LP | 0.17% | Reduce -25.8% | 67,663 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.3% | 66,731 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +34.9% | 65,400 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 65,231 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -87.6% | 65,004 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -71.0% | 60,580 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 62,295 | $1.5M |
| Magnetar Financial LLC | 0.02% | New | 60,922 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Add +42.0% | 59,782 | $1.5M |
| Pennant Select, LLC | 0.72% | Reduce -89.7% | 58,737 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Reduce -78.0% | 50,919 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +523.3% | 50,875 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 50,600 | $1.2M |
| Creative Planning | 0.00% | Reduce -23.6% | 48,481 | $1.2M |
| Gotham Asset Management | 0.00% | Add +170.7% | 48,287 | $1.2M |
| LPL Financial LLC | 0.00% | Add +11.2% | 48,194 | $1.2M |
| STRS Ohio | 0.00% | Add +9.5% | 47,200 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 47,000 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +18.6% | 46,807 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +12.8% | 46,436 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 45,735 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -44.1% | 45,357 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -5.0% | 42,690 | $1.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -38.2% | 42,273 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Add +46.8% | 42,194 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 41,398 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | New | 40,303 | $984K |
| Intech Investment Management LLC | 0.01% | Reduce -33.0% | 39,868 | $974K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.7% | 39,711 | $970K |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 38,550 | $941K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 38,293 | $935K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 35,411 | $865K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -15.9% | 35,119 | $858K |
| Evercore Wealth Management, LLC | 0.01% | No change | 35,000 | $855K |
| Walleye Capital LLC | 0.01% | New | 34,530 | $843K |
| Truist Financial Corp. | 0.00% | Add +41.3% | 34,344 | $839K |
| Quantinno Capital Management LP | 0.00% | Add +34.8% | 33,506 | $818K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.4% | 30,900 | $755K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.0% | 30,226 | $738K |
| Lombard Odier Asset Management (USA) Corp | 0.55% | Reduce -65.1% | 29,912 | $730K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 29,804 | $728K |
| National Bank of Canada | 0.00% | Reduce -2.5% | 29,715 | $725K |
| Argos Wealth Advisors, LLC | 0.20% | Reduce -17.2% | 28,900 | $706K |
| Axq Capital, LP | 0.09% | Add +141.8% | 28,423 | $694K |
| Teacher Retirement System of Texas | 0.00% | Reduce -66.9% | 26,194 | $640K |
| Benjamin Edwards Inc. | 0.01% | Add +59.1% | 25,423 | $621K |
| Cetera Investment Advisers | 0.00% | Add +73.0% | 25,285 | $617K |
| Prelude Capital Management, LLC | 0.05% | Add +23.6% | 25,035 | $611K |
| Voya Investment Management LLC | 0.00% | Reduce -4.1% | 24,135 | $589K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +29.8% | 23,530 | $575K |
| Aprio Wealth Management, LLC | 0.03% | No change | 22,907 | $559K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -12.9% | 22,862 | $558K |
| Park Avenue Securities LLC | 0.00% | Add +95.1% | 22,803 | $557K |
| Enclave Advisors LLC | 0.08% | New | 22,431 | $548K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -33.3% | 22,050 | $538K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.9% | 21,893 | $535K |
| ExodusPoint Capital Management, LP | 0.01% | New | 21,417 | $523K |
| &partners | 0.00% | Add +4.2% | 21,231 | $519K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -62.7% | 20,500 | $501K |
| Occudo Quantitative Strategies LP | 0.03% | New | 16,334 | $495K |
| Centiva Capital, LP | 0.02% | Add +34.8% | 20,217 | $494K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 20,181 | $493K |
| Carmel Capital Partners, LLC | 0.17% | Add +96.2% | 19,794 | $483K |
| Amundi | 0.00% | New | 19,720 | $482K |
| Brevan Howard Capital Management LP | 0.01% | New | 19,669 | $480K |
| Abacus Wealth Partners, LLC | 0.04% | Add +3.4% | 19,648 | $480K |
| Two Sigma Investments, LP | 0.00% | New | 18,900 | $462K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -0.5% | 17,955 | $459K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 18,803 | $459K |
| Catalyst Funds Management Pty Ltd | 0.08% | Add +19.9% | 18,700 | $457K |
| Third View Private Wealth, LLC | 0.06% | Add +5.5% | 18,607 | $454K |
| Tidal Investments LLC | 0.00% | Reduce -3.3% | 18,368 | $449K |
| Cynosure Group, LLC | 0.05% | New | 17,704 | $432K |
| DRW Securities, LLC | 0.02% | New | 16,133 | $394K |
| Arax Advisory Partners | 0.01% | Add +1354.3% | 15,227 | $372K |
| Principal Securities, Inc. | 0.01% | Add +16.5% | 14,882 | $363K |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,761 | $360K |
| Atria Investments, Inc | 0.00% | Reduce -42.4% | 14,744 | $360K |
| Engineers Gate Manager LP | 0.00% | New | 14,700 | $359K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.1% | 14,694 | $359K |
| Quantbot Technologies LP | 0.01% | Reduce -21.0% | 14,504 | $354K |
| Contravisory Investment Management, Inc. | 0.07% | Reduce -2.5% | 14,401 | $352K |
| Empowered Funds, LLC | 0.00% | Reduce -6.6% | 14,156 | $346K |
| Connecticut Capital Management Group, LLC | 0.32% | Reduce -2.0% | 14,050 | $343K |
| Citigroup Inc. | 0.00% | Add +20.0% | 13,658 | $334K |
| Savant Capital, LLC | 0.00% | Reduce -7.5% | 13,602 | $332K |
| Neuberger Berman Group LLC | 0.00% | Reduce -66.5% | 13,151 | $321K |
| Xponance LLC | 0.00% | Add +19.3% | 13,045 | $319K |
| Capital Fund Management S.A. | 0.00% | New | 12,944 | $316K |
| Numerai GP LLC | 0.03% | New | 12,817 | $313K |
| M&T Bank Corp | 0.00% | New | 12,712 | $310K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 12,531 | $306K |
| D. E. Shaw & Co. | 0.00% | New | 11,793 | $288K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 11,302 | $276K |
| Highland Capital Management, LLC | 0.01% | Add +45.8% | 11,205 | $274K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,135 | $272K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +54.5% | 10,677 | $261K |
| Grandeur Peak Global Advisors, LLC | 0.06% | Reduce -82.8% | 10,672 | $261K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.5% | 10,434 | $255K |
| Choreo, LLC | 0.00% | Reduce -4.7% | 9,637 | $235K |
| Gilbert & Cook, Inc. | 0.03% | Add +0.6% | 9,467 | $231K |
| WINTON GROUP Ltd | 0.01% | New | 9,312 | $227K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -3.9% | 8,973 | $219K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -34.5% | 8,967 | $219K |
| Brown Advisory Inc. | 0.00% | No change | 8,939 | $218K |
| Personal Cfo Solutions, LLC | 0.03% | New | 8,639 | $211K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 8,445 | $206K |
| Group One Trading LLC | 0.01% | Reduce -14.5% | 7,955 | $194K |
| Vestcor Inc | 0.00% | No change | 6,704 | $164K |
| State of Alaska, Department of Revenue | 0.00% | No change | 6,555 | $160K |
| Fifth Third Bancorp | 0.00% | Add +3413.5% | 5,727 | $140K |
| Cwm, LLC | 0.00% | Reduce -3.4% | 5,611 | $137K |
| MCF Advisors LLC | 0.01% | No change | 5,107 | $125K |
| Rockefeller Capital Management L.P. | 0.00% | Add +72.5% | 5,034 | $123K |
| KBC Group NV | 0.00% | No change | 4,871 | $119K |
| GAMMA Investing LLC | 0.01% | Add +0.6% | 4,702 | $115K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 4,655 | $114K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.8% | 4,576 | $112K |
| US Bancorp \de | 0.00% | Reduce -9.1% | 4,552 | $111K |
| Allworth Financial LP | 0.00% | Add +2.9% | 4,219 | $103K |
| Assetmark, Inc. | 0.00% | Add +1512.7% | 4,064 | $99K |
| Dagco, Inc. | 0.02% | New | 4,045 | $99K |
| Huntington National Bank | 0.00% | Add +32.5% | 3,960 | $97K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.1% | 4,195 | $89K |
| Signaturefd, LLC | 0.00% | Reduce -3.8% | 3,427 | $84K |
| Ancora Advisors LLC | 0.00% | No change | 3,190 | $78K |
| Financial Consulate, Inc. | 0.01% | New | 3,019 | $74K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.4% | 20,779 | $72K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +23.2% | 2,355 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +20.0% | 2,295 | $56K |
| Clearstead Advisors, LLC | 0.00% | Add +349.6% | 2,086 | $51K |
| Larson Financial Group LLC | 0.00% | Reduce -18.4% | 2,051 | $50K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 2,000 | $49K |
| Simplex Trading, LLC | 0.00% | Reduce -94.3% | 1,972 | $48K |
| Bayforest Capital Ltd | 0.05% | New | 1,874 | $46K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,723 | $42K |
| Wolverine Asset Management LLC | 0.00% | Reduce -93.2% | 1,638 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,415 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,143 | $28K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -77.0% | 828 | $20K |
| Los Angeles Capital Management LLC | 0.00% | No change | 692 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 682 | $17K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +79.6% | 652 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.1% | 560 | $14K |
| TD Private Client Wealth LLC | 0.00% | Reduce -75.0% | 494 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +64.3% | 483 | $12K |
| Versant Capital Management, Inc | 0.00% | Add +10.9% | 479 | $12K |
| Matrix Trust Co | 0.00% | Add +4.5% | 466 | $11K |
| Red Tortoise LLC | 0.00% | No change | 446 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -19.1% | 425 | $10K |
| Advisory Services Network, LLC | 0.00% | New | 400 | $10K |
| Parallel Advisors, LLC | 0.00% | No change | 392 | $10K |
| MAI Capital Management | 0.00% | Add +14.3% | 360 | $9K |
| International Assets Investment Management, LLC | 0.00% | No change | 300 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 250 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -2.9% | 300 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 289 | $7K |
| Ascentis Independent Advisors | 0.00% | New | 195 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 186 | $5K |
| Root Financial Partners, LLC | 0.00% | Reduce -19.5% | 169 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1169.2% | 165 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 159 | $4K |
| Richardson Capital Management LLC | 0.00% | New | 108 | $3K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 100 | $2K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -84.5% | 79 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 78 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 71 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 69 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 165 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 63 | $2K |
| Torren Management, LLC | 0.00% | No change | 57 | $1K |
| True Wealth Design, LLC | 0.00% | Add +1325.0% | 57 | $1K |
| HM Payson & Co. | 0.00% | Reduce -41.9% | 50 | $1K |
| Mather Group, Llc. | 0.00% | New | 41 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| CVA Family Office, LLC | 0.00% | New | 37 | $904 |
| NFSG Corp | 0.00% | New | 33 | $806 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.0% | 32 | $782 |
| Stone House Investment Management, LLC | 0.00% | New | 29 | $708 |
| Optiver Holding B.V. | 0.00% | Reduce -83.7% | 28 | $684 |
| Basecamp Wealth Advisors LLC | 0.00% | Add +21.1% | 23 | $562 |
| Bare Financial Services, Inc | 0.00% | Reduce -90.6% | 22 | $537 |
| IFP Advisors, Inc | 0.00% | No change | 21 | $513 |
| Bell Investment Advisors, Inc | 0.00% | New | 20 | $489 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 19 | $464 |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $367 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -75.9% | 14 | $342 |
| SJS Investment Consulting Inc. | 0.00% | Add +133.3% | 14 | $342 |
| Fortitude Family Office, LLC | 0.00% | Reduce -45.0% | 11 | $269 |
| GHP Investment Advisors, Inc. | 0.00% | New | 11 | $269 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +266.7% | 11 | $269 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 10 | $244 |
| Rialto Wealth Management, LLC | 0.00% | Add +133.3% | 7 | $171 |
| Sunbelt Securities, Inc. | 0.00% | No change | 6 | $147 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $122 |
| Essential Partners LLC | 0.00% | No change | 5 | $122 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $73 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $73 |
| Lanark Financial, Inc. | 0.00% | No change | 1 | $24 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $24 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $24 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.0% | 1 | $24 |
| Curio Wealth, LLC | 0.00% | New | 1 | $24 |
| Covestor Ltd | 0.00% | Reduce -20.0% | 8 | $0 |
"% of holder's portfolio" is PRM's weight in each manager's 13F, not the share of Perimeter Solutions Inc. the manager owns.