Rio Tinto PLC-Spon ADRRIO

13F holders, Q3 2024 (September 30)
760holders +6
82new positions
75sold out
8famous investors
$71.01avg. 13F price*

At the end of Q3 2024, 760 institutions reported holding Rio Tinto PLC-Spon ADR (RIO) in their 13F filings, up 6 from Q2 2024. 82 opened new positions and 75 sold out. The largest holders were Wellington Management Group LLP ($1.5B), Fisher Asset Management ($1.2B) and State Farm Mutual Automobile Insurance Co. ($778.0M). 8 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
Rio Tinto PLC-Spon ADR
CUSIP
767204100
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 749Q1 2024Q2 2024: 754Q2 2024Q3 2024: 760Q3 2024Q4 2024: 754Q4 2024Q1 2025: 782Q1 2025Q2 2025: 744Q2 2025Q3 2025: 767Q3 2025Q4 2025: 879Q4 2025Q1 2026: 944Q1 2026Q2 2026: 969Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions82$234.1M
Exits75$116.4M

All 13F filers, Q2 2024 → Q3 2024: 11,685,484 shares bought and 11,935,983 shares sold, net −250,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 760 holders

Wellington Management Group LLP 0.27% Reduce -3.8% 21,375,781 $1.5B
Fisher Asset Management 0.51% Add +2.9% 17,528,095 $1.2B
State Farm Mutual Automobile Insurance Co. 0.68% No change 10,931,820 $778.0M
Goldman Sachs Group Inc. 0.13% Add +18.3% 9,206,259 $655.2M
Morgan Stanley 0.04% Add +20.3% 7,509,757 $534.5M
Capital World Investors 0.05% Add +0.1% 4,943,623 $351.8M
Franklin Resources Inc. 0.10% Reduce -4.2% 5,045,345 $341.6M
Neuberger Berman Group LLC 0.14% Reduce -46.6% 2,473,879 $176.1M
Bank of America Corp. 0.01% Reduce -2.1% 2,294,228 $163.3M
Harding Loevner LP 0.88% Reduce -3.9% 2,144,280 $152.6M
UBS Group AG 0.04% Reduce -10.1% 1,805,196 $128.5M
Bank of Montreal 0.05% Reduce -35.0% 1,607,354 $114.5M
Dimensional Fund Advisors LP 0.03% Add +72.8% 1,482,600 $105.5M
FMR LLC 0.01% Add +35.0% 1,381,766 $98.3M
Earnest Partners LLC 0.42% Reduce -0.0% 1,352,174 $96.2M
Northern Trust Corp. 0.02% Reduce -2.7% 1,347,886 $95.9M
JPMorgan Chase & Co. 0.01% Reduce -3.6% 1,341,458 $95.5M
BlackRock, Inc. 0.00% — 1,320,946 $94.0M
BNP Paribas Financial Markets 0.09% Add +73.6% 1,256,789 $89.4M
D. E. Shaw & Co. 0.12% New 1,162,046 $82.7M
Royal Bank of Canada 0.02% Reduce -11.9% 1,087,490 $77.4M
Todd Asset Management LLC 1.75% Reduce -0.6% 1,058,120 $75.3M
HSBC Holdings PLC 0.05% Reduce -0.7% 1,031,799 $73.4M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.08% Add +9.8% 932,151 $66.3M
Wells Fargo & Company 0.02% Reduce -11.8% 910,459 $64.8M
Cullen Capital Management, LLC 0.69% Reduce -3.0% 896,343 $63.8M
First Trust Advisors LP 0.05% Add +446.2% 799,000 $56.9M
Qube Research & Technologies Ltd 0.10% Reduce -29.6% 759,812 $54.1M
Adage Capital Partners Gp, L.L.C. 0.09% Add +61.1% 725,000 $51.6M
Natixis Advisors, LLC 0.10% Reduce -1.3% 686,822 $48.9M
Teachers Retirement System of the State of Kentucky 0.40% No change 650,180 $46.3M
Envestnet Asset Management Inc. 0.01% Reduce -12.8% 640,743 $45.6M
Van Eck Associates Corp. 0.06% Add +10.7% 693,102 $44.7M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.71% Reduce -17.8% 600,000 $42.7M
Pacer Advisors, Inc. 0.09% Add +2.1% 579,438 $41.2M
Capital Fund Management S.A. 0.40% Add +500.5% 502,211 $35.7M
Steadfast Capital Management LP 0.79% New 477,000 $33.9M
Mediolanum International Funds Ltd 0.47% New 472,676 $33.6M
Optiver Holding B.V. 0.79% Reduce -55.7% 435,894 $31.0M
SPX Gestao de Recursos Ltda 4.06% Add +1773.2% 426,922 $30.4M
Raymond James & Associates 0.02% Reduce -0.8% 424,862 $30.2M
GMO 0.09% Add +37.0% 403,954 $28.7M
Sei Investments Co. 0.04% Reduce -2.5% 384,688 $27.4M
LPL Financial LLC 0.01% Add +2.1% 368,086 $26.2M
AQR Arbitrage LLC 1.06% Add +10.7% 361,000 $25.7M
Gabelli Funds LLC 0.18% No change 340,500 $24.2M
Barclays PLC 0.01% Add +225.6% 335,637 $23.9M
Capital Advisors Inc. 0.46% Reduce -25.2% 325,003 $23.1M
Stifel Financial Corp. 0.02% Reduce -11.8% 318,812 $22.7M
Palliser Capital (UK) Ltd 15.15% Reduce -36.9% 315,300 $22.4M
HRT Financial LP 0.10% New 286,801 $20.4M
Catalyst Funds Management Pty Ltd 4.25% Add +33.2% 271,894 $19.4M
Kornitzer Capital Management Inc. 0.36% Reduce -1.0% 271,344 $19.3M
Kapitalo Investimentos Ltda 4.48% No change 258,000 $18.4M
Bridgewater Associates 0.10% Add +896.6% 254,765 $18.1M
American Century Companies Inc. 0.01% Add +6.2% 252,852 $18.0M
Mangrove Partners Im, LLC 1.74% No change 249,490 $17.8M
Ameriprise Financial Inc. 0.00% Reduce -0.1% 229,963 $16.4M
Millennium Management 0.01% Reduce -37.4% 223,385 $15.9M
Renaissance Technologies 0.02% Add +3985.2% 220,600 $15.7M
Commonwealth Equity Services, LLC 0.02% Add +7.0% 212,199 $15.1M
Aberdeen Group plc 0.03% Reduce -1.3% 202,300 $14.4M
Rockefeller Capital Management L.P. 0.04% Reduce -26.9% 202,206 $14.4M
Masters Capital Management LLC 2.74% New 200,000 $14.2M
Grassi Investment Management 1.22% Reduce -1.6% 198,754 $14.1M
Old Mission Capital LLC 0.30% Add +426.8% 190,279 $13.5M
Citigroup Inc. 0.01% Reduce -56.2% 175,571 $12.5M
Pacific Heights Asset Management LLC 0.85% No change 160,000 $11.4M
Jane Street Group, LLC 0.02% Add +57.9% 157,594 $11.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -93.4% 114,159 $10.9M
HighTower Advisors, LLC 0.02% Reduce -4.7% 152,078 $10.8M
Oppenheimer Asset Management Inc. 0.13% Add +5.7% 147,341 $10.5M
O'shaughnessy Asset Management, LLC 0.09% Reduce -11.4% 150,258 $10.2M
Greenline Partners, LLC 1.38% Add +0.2% 135,219 $9.6M
Massachusetts Financial Services Co. 0.00% Add +2.7% 132,141 $9.4M
Cidel Asset Management Inc. 0.65% Add +1.9% 129,203 $9.2M
Maven Securities LTD 1.01% Reduce -12.0% 125,474 $8.9M
Tidal Investments LLC 0.10% Add +16.1% 122,623 $8.7M
Osaic Holdings, Inc. 0.02% Add +7.7% 122,001 $8.7M
Bell Bank 1.01% Reduce -14.3% 120,063 $8.5M
Capital Investment Advisors, LLC 0.18% Reduce -70.2% 119,958 $8.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -10.9% 119,573 $8.5M
Moran Wealth Management, LLC 0.26% Reduce -44.9% 117,834 $8.4M
Squarepoint Ops LLC 0.03% Reduce -63.9% 117,214 $8.3M
National Bank of Canada 0.01% Reduce -51.5% 114,393 $8.1M
LMR Partners LLP 0.22% Reduce -24.2% 112,038 $8.0M
LMCG Investments, LLC 0.48% Add +1.0% 112,015 $8.0M
Twin Tree Management, LP 0.18% New 107,702 $7.7M
Ovata Capital Management Ltd 3.21% Reduce -3.9% 102,121 $7.6M
Cetera Investment Advisers 0.02% Add +10.8% 106,408 $7.6M
Soltis Investment Advisors LLC 0.73% Add +3.0% 105,288 $7.5M
US Bancorp \de 0.01% Reduce -1.7% 103,212 $7.3M
TLS Advisors LLC 15.50% No change 103,100 $7.3M
Mariner, LLC 0.01% Reduce -13.3% 102,269 $7.3M
Salem Investment Counselors Inc. 0.22% Reduce -19.4% 101,919 $7.3M
Addenda Capital Inc. 0.26% Add +0.0% 100,668 $7.2M
Bragg Financial Advisors, Inc 0.29% Add +4.1% 99,514 $7.1M
Truist Financial Corp. 0.01% Reduce -32.3% 98,082 $7.0M
Naples Global Advisors, LLC 0.64% Add +2.3% 96,637 $6.9M
Cibc World Market Inc. 0.02% Add +18.0% 96,280 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.0% 94,075 $6.7M
Crossmark Global Holdings, Inc. 0.11% Add +53.8% 89,466 $6.4M
Forbes J M & Co. LLP 0.62% Reduce -0.7% 89,315 $6.4M
Scotia Capital Inc. 0.03% Add +14.6% 89,211 $6.3M
QRG Capital Management, Inc. 0.07% Reduce -9.7% 86,223 $6.1M
D.A. Davidson & Co. 0.05% Reduce -11.7% 85,543 $6.1M
Janney Montgomery Scott LLC 0.02% Reduce -2.7% 84,016 $6.0M
Saturna Capital Corp. 0.08% Add +0.2% 83,728 $6.0M
Creative Planning 0.01% Add +4.5% 80,160 $5.7M
Advisors Asset Management, Inc. 0.10% Add +11.9% 79,333 $5.6M
Goelzer Investment Management, Inc. 0.31% Reduce -1.5% 79,289 $5.6M
Bank of New York Mellon Corp 0.00% Add +1.5% 78,873 $5.6M
Summit Global Investments 0.35% Add +10.1% 77,590 $5.5M
Mercer Global Advisors Inc. 0.01% Reduce -10.4% 75,574 $5.4M
Winmill & Co. Inc. 1.76% No change 73,500 $5.2M
Amundi 0.00% Add +1.8% 77,430 $5.2M
Avantax Advisory Services, Inc. 0.03% Reduce -2.3% 71,796 $5.1M
Cullen/Frost Bankers, Inc. 0.07% Add +7372.9% 71,441 $5.1M
Moors & Cabot, Inc. 0.25% Add +11.0% 70,698 $5.0M
Modera Wealth Management, LLC 0.06% Add +5.0% 70,578 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Reduce -29.3% 70,170 $5.0M
Riverview Capital Advisers, LLC 1.49% New 67,911 $4.8M
Morgan Dempsey Capital Management LLC 1.65% Reduce -11.3% 67,577 $4.8M
Gilman Hill Asset Management, LLC 0.79% Add +9.1% 66,627 $4.7M
Montag A & Associates Inc. 0.22% Add +0.8% 65,478 $4.7M
Lighthouse Investment Partners, LLC 0.25% Reduce -11.2% 64,807 $4.6M
TD Waterhouse Canada Inc. 0.04% Add +13.9% 63,831 $4.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.7% 63,709 $4.5M
Quantinno Capital Management LP 0.06% Reduce -1.8% 63,541 $4.5M
Assetmark, Inc. 0.01% Add +2.3% 63,410 $4.5M
M&T Bank Corp 0.01% Reduce -1.5% 63,385 $4.5M
Ritholtz Wealth Management 0.13% Reduce -25.9% 62,575 $4.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -10.9% 62,514 $4.4M
Amova Asset Management Americas, Inc. 0.05% Reduce -10.9% 62,514 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +27.3% 59,933 $4.3M
Eagle Global Advisors LLC 0.21% Reduce -0.6% 59,813 $4.3M
Impala Asset Management LLC 2.59% New 59,800 $4.3M
Blume Capital Management, Inc. 0.96% Add +9.0% 59,502 $4.2M
Shilanski & Associates, Inc. 1.36% Reduce -0.9% 59,002 $4.2M
Susquehanna International Group, LLP 0.01% Add +429.6% 58,012 $4.1M
Captrust Financial Advisors 0.01% Reduce -2.1% 57,974 $4.1M
Uncommon Cents Investing LLC 1.14% Add +0.7% 57,010 $4.1M
Cerity Partners LLC 0.01% Add +26.6% 55,078 $3.9M
Parsons Capital Management Inc. 0.24% Reduce -1.7% 53,970 $3.8M
Pinnacle Associates Ltd. 0.07% Add +10.6% 51,563 $3.8M
Stephens Inc. 0.05% Add +17.6% 53,693 $3.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +13.2% 52,938 $3.8M
U.S. Capital Wealth Advisors, LLC 0.13% Reduce -0.1% 52,383 $3.7M
NewEdge Advisors, LLC 0.02% Reduce -54.2% 52,164 $3.7M
EagleClaw Capital Managment, LLC 0.62% Reduce -0.8% 51,885 $3.7M
Lido Advisors, LLC 0.03% Add +3.1% 49,974 $3.6M
Rwa Wealth Partners, LLC 0.04% Add +2.0% 49,835 $3.5M
PNC Financial Services Group, Inc. 0.00% Reduce -2.4% 49,819 $3.5M
Corient Private Wealth LP 0.01% Add +7.0% 49,587 $3.5M
LSV Asset Management 0.01% No change 47,100 $3.4M
Fifth Third Bancorp 0.01% Reduce -0.4% 46,649 $3.3M
Navellier & Associates Inc. 0.45% Reduce -7.1% 46,358 $3.3M
Allspring Global Investments Holdings, LLC 0.01% Add +258.4% 45,723 $3.3M
Advocate Group LLC 0.59% Add +17.1% 45,623 $3.2M
Violich Capital Management, Inc. 0.41% Reduce -12.7% 44,680 $3.2M
Cresset Asset Management, LLC 0.01% Reduce -14.4% 44,408 $3.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -0.9% 44,331 $3.2M
Orion Portfolio Solutions, LLC 0.03% Reduce -0.9% 44,331 $3.2M
Capital International, Inc. 0.04% No change 43,841 $3.1M
Hamilton Point Investment Advisors, LLC 0.56% Reduce -1.3% 43,593 $3.1M
Russell Investments Group, Ltd. 0.00% Add +1.7% 43,002 $3.1M
Two Sigma Advisers, LP 0.01% Add +30.0% 42,900 $3.1M
Independent Advisor Alliance 0.11% Reduce -3.0% 42,011 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 41,028 $2.9M
Quantbot Technologies LP 0.11% Reduce -21.0% 40,833 $2.9M
MML Investors Services, LLC 0.01% Reduce -6.2% 40,255 $2.9M
Anchor Capital Advisors LLC 0.07% Add +1.8% 39,064 $2.8M
Oppenheimer & Co. Inc. 0.04% Add +6.8% 38,586 $2.7M
Stratos Wealth Advisors, LLC 0.12% Add +72.9% 38,109 $2.7M
Verdence Capital Advisors LLC 0.22% Add +16.8% 37,984 $2.7M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -10.6% 37,675 $2.7M
Meritage Portfolio Management 0.16% Reduce -4.0% 37,471 $2.7M
Strategic Global Advisors, LLC 0.52% Add +18.0% 37,378 $2.7M
Eschler Asset Management LLP 3.96% New 37,275 $2.7M
Boothbay Fund Management, LLC 0.09% Reduce -29.2% 37,275 $2.7M
Trust Investment Advisors 1.60% Reduce -3.7% 35,359 $2.5M
Advanced Portfolio Management, LLC 2.56% New 35,000 $2.5M
DekaBank Deutsche Girozentrale 0.00% No change 34,338 $2.5M
Neville Rodie & Shaw Inc. 0.18% Reduce -0.1% 33,750 $2.4M
Pathstone Holdings, LLC 0.01% Reduce -8.6% 33,184 $2.4M
Integrated Wealth Concepts LLC 0.03% Reduce -4.3% 33,150 $2.4M
Kempner Capital Management Inc. 1.20% No change 32,837 $2.3M
NewEdge Wealth, LLC 0.04% Add +15.8% 32,031 $2.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -49.0% 31,901 $2.3M
DAVENPORT & Co LLC 0.01% Reduce -1.1% 31,756 $2.3M
Polar Asset Management Partners Inc. 0.08% New 31,700 $2.3M
Schroder Investment Management Group 0.00% Add +2.6% 31,249 $2.2M
Guggenheim Capital LLC 0.02% Reduce -9.7% 30,826 $2.2M
Caas Capital Management LP 1.50% Add +48.3% 30,814 $2.2M
Lockheed Martin Investment Management Co. 0.10% Reduce -6.6% 30,610 $2.2M
Sit Investment Associates Inc. 0.05% No change 30,550 $2.2M
Keybank National Association 0.01% Reduce -5.7% 30,530 $2.2M
Thrivent Financial for Lutherans 0.00% Add +11.1% 30,275 $2.2M
FCG Investment Co 1.35% Add +42.4% 28,845 $2.1M
Venture Visionary Partners LLC 0.09% Add +0.3% 28,787 $2.0M
Choreo, LLC 0.03% Add +1.9% 28,769 $2.0M
Banco Santander, S.A. 0.02% Add +6.6% 27,835 $2.0M
Private Advisor Group, LLC 0.01% Reduce -16.9% 27,330 $1.9M
BTC Capital Management, Inc. 0.17% Add +9.1% 27,106 $1.9M
Prime Capital Investment Advisors, LLC 0.03% Reduce -2.2% 26,657 $1.9M
FineMark National Bank & Trust 0.07% Reduce -2.3% 26,586 $1.9M
Bank Pictet & Cie (Europe) AG 0.04% Reduce -62.3% 26,515 $1.9M
Dana Investment Advisors, Inc. 0.06% Reduce -0.2% 26,460 $1.9M
Avitas Wealth Management LLC 0.26% Add +1.3% 26,456 $1.9M
Waverly Advisors, LLC 0.03% Reduce -1.1% 26,453 $1.9M
Family Legacy, Inc. 0.62% Add +0.2% 26,052 $1.9M
Laird Norton Wetherby Wealth Management, LLC 0.08% Reduce -2.6% 26,018 $1.9M
Columbus Macro, LLC 0.66% Add +33.2% 25,731 $1.8M
1832 Asset Management L.P. 0.00% Add +43.0% 25,237 $1.8M
Sanctuary Advisors, LLC 0.01% Add +1.8% 28,506 $1.8M
Rhumbline Advisers 0.00% Add +2.7% 24,527 $1.7M
Allen Wealth Management, LLC 1.19% Add +1.8% 24,128 $1.7M
Quantitative Investment Management, LLC 0.17% New 23,938 $1.7M
Naviter Wealth, LLC 0.24% Reduce -10.8% 23,826 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -23.6% 23,756 $1.7M
Royal Fund Management, LLC 0.12% Reduce -22.1% 23,272 $1.7M
Caprock Group, LLC 0.06% Reduce -0.9% 23,282 $1.7M
FORA Capital, LLC 0.19% New 22,987 $1.6M
Prospera Financial Services Inc 0.04% Reduce -0.3% 22,771 $1.6M
Kestra Advisory Services, LLC 0.01% Add +50.3% 22,481 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -3.5% 22,336 $1.6M
Azzad Asset Management Inc. 0.18% Add +2.1% 22,153 $1.6M
Burney Co./ 0.06% Reduce -3.9% 21,841 $1.6M
Regions Financial Corp. 0.01% Add +11.1% 21,162 $1.5M
Capital Wealth Planning, LLC 0.01% Reduce -20.2% 21,105 $1.5M
Chartwell Investment Partners, LLC 0.05% New 20,500 $1.5M
Community Bank & Trust, Waco, Texas 0.33% Add +134.0% 20,386 $1.5M
First Trust Direct Indexing L.P. 0.08% Add +0.6% 20,307 $1.4M
Bollard Group LLC 0.04% Add +244.9% 20,296 $1.4M
Northwest Bancshares, Inc. 0.25% New 20,238 $1.4M
Triton Financial Group Inc 0.92% Reduce -0.1% 20,233 $1.4M
Castellan Group 0.60% No change 20,103 $1.4M
Old Port Advisors 0.39% Reduce -0.2% 19,940 $1.4M
Signaturefd, LLC 0.03% Reduce -9.8% 19,702 $1.4M
Pitcairn Co. 0.08% Reduce -7.6% 19,592 $1.4M
Sowell Financial Services LLC 0.06% Add +0.4% 19,594 $1.4M
Aviso Financial Inc. 0.07% Add +5.8% 19,190 $1.4M
Whittier Trust Co. 0.02% Add +1.3% 19,131 $1.4M
Philip James Wealth Mangement, LLC 0.17% New 18,894 $1.3M
Bayesian Capital Management, LP 0.16% New 18,874 $1.3M
Atria Investments, Inc 0.02% Reduce -11.1% 18,739 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -7.5% 18,639 $1.3M
Murphy Pohlad Asset Management LLC 0.52% Reduce -10.4% 17,685 $1.3M
Te Ahumairangi Investment Management Ltd 0.22% No change 17,472 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +17.6% 17,330 $1.2M
Greenleaf Trust 0.01% Reduce -1.8% 17,079 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +41.3% 17,025 $1.2M
Evergreen Capital Management LLC 0.04% Add +9.7% 17,013 $1.2M
Advisory Resource Group 0.26% Add +11.1% 16,812 $1.2M
DGS Capital Management, LLC 0.32% Add +22.3% 16,797 $1.2M
Fourpath Capital Management, LLC 0.22% Add +0.0% 16,644 $1.2M
Vident Advisory, LLC 0.03% Add +0.6% 16,640 $1.2M
Cloverfields Capital Group, LP 0.38% Add +75.7% 16,511 $1.2M
LGT Fund Management Co Ltd. 0.12% No change 16,400 $1.2M
Horizon Kinetics Asset Management LLC 0.02% Add +106.0% 16,266 $1.2M
Rathbones Group PLC 0.01% Add +1.3% 16,250 $1.2M
Dynamo Internacional Gestao DE Recursos Ltda. 0.27% Reduce -67.4% 16,042 $1.1M
Foresight Global Investors, Inc. 0.62% Reduce -10.2% 15,995 $1.1M
Leisure Capital Management 0.49% Add +3.7% 15,947 $1.1M
Fca Corp. 0.35% New 15,945 $1.1M
Peapack Gladstone Financial Corp. 0.02% Reduce -5.9% 15,872 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -21.1% 15,863 $1.1M
Compass Wealth Management LLC 0.26% Reduce -7.4% 15,780 $1.1M
Recurrent Investment Advisors LLC 0.11% Reduce -6.6% 15,716 $1.1M
Eagle Rock Investment Company, LLC 0.18% Reduce -26.1% 15,500 $1.1M
Burford Brothers, Inc. 0.57% New 15,472 $1.1M
Argent Trust Co 0.04% Reduce -0.7% 15,200 $1.1M
Ted Buchan & Co 0.51% Reduce -13.8% 15,186 $1.1M
Eagle Bluffs Wealth Management LLC 0.58% Add +1.0% 15,147 $1.1M
First City Capital Management, Inc. 0.55% Reduce -0.5% 15,098 $1.1M
O'Brien Greene & Co. Inc 0.32% Add +3.6% 14,631 $1.0M
Courier Capital LLC 0.07% Add +1.5% 14,416 $1.0M
Baird Financial Group, Inc. 0.00% Reduce -28.3% 14,318 $1.0M
Jones Financial Companies LLLP 0.00% Add +185.8% 14,190 $1.0M
&partners 0.02% Add +119.7% 13,981 $998K
Vise Technologies, Inc. 0.13% Add +0.0% 13,927 $991K
Davis Capital Management 0.78% Add +14.4% 13,889 $988K
Apollon Wealth Management, LLC 0.03% Reduce -2.3% 13,773 $980K
Steward Partners Investment Advisory, LLC 0.01% Add +4.3% 13,771 $980K
Jeppson Wealth Management, LLC 0.35% Reduce -2.4% 13,620 $969K
NorthCoast Asset Management LLC 0.01% Reduce -16.2% 14,669 $941K
WealthTrust Axiom LLC 0.28% Add +3.2% 13,048 $929K
Sweet Financial Partners, LLC 0.20% Add +0.5% 13,014 $926K
Snowden Capital Advisors LLC 0.03% Add +11.1% 12,997 $925K
Mitchell & Pahl Private Wealth, LLC 0.42% Add +11.5% 12,815 $912K
Berkeley Capital Partners, LLC 0.26% Add +16.9% 12,734 $906K
Bailard, Inc. 0.02% Reduce -2.0% 12,663 $901K
Cravens & Co Advisors, LLC 0.70% Reduce -5.6% 12,657 $901K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -16.2% 12,565 $894K
First Hawaiian Bank 0.03% Reduce -0.1% 12,495 $889K
Sunbelt Securities, Inc. 0.09% Reduce -1.2% 12,484 $889K
Blair William & Co. 0.00% Reduce -27.2% 12,311 $876K
Gateway Investment Advisers LLC 0.01% Reduce -6.9% 12,172 $866K
Frank, Rimerman Advisors LLC 0.06% No change 12,118 $862K
Sterling Capital Management LLC 0.01% — 12,078 $860K
Compound Planning, Inc. 0.05% Reduce -18.8% 12,041 $857K
Blue Trust, Inc. 0.01% Add +67.0% 12,925 $852K
Cadence Wealth Management LLC 0.68% Add +0.5% 11,720 $834K
Investors Research Corp 0.18% No change 11,715 $834K
Park Avenue Securities LLC 0.01% Reduce -22.3% 11,641 $828K
Quinn Opportunity Partners LLC 0.08% New 11,620 $827K
Insigneo Advisory Services, LLC 0.08% Add +103.7% 11,582 $824K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -10.7% 11,556 $822K
Net Worth Advisory Group 0.24% — 11,529 $821K
Brown, Lisle/Cummings, Inc. 0.25% Reduce -15.6% 11,525 $820K
SAL Trading, LLC 1.60% New 11,185 $796K
Prudential Financial Inc. 0.00% Reduce -31.3% 11,111 $791K
Legacy Bridge, LLC 0.42% No change 11,030 $785K
Wright Investors Service Inc. 0.20% Reduce -27.3% 10,893 $775K
Accurate Wealth Management, LLC 0.16% Add +9.7% 11,638 $774K
DRW Securities, LLC 0.04% Reduce -29.3% 10,783 $767K
Bramshill Investments, LLC 0.08% Reduce -11.8% 10,617 $756K
San Luis Wealth Advisors LLC 0.16% Add +132.3% 10,579 $753K
CIBC Private Wealth Group LLC 0.00% Add +10.9% 10,573 $752K
Columbia Asset Management 0.13% Reduce -23.6% 10,404 $740K
Triangle Securities Wealth Management 0.19% Reduce -1.3% 10,254 $730K
Ellsworth Advisors, LLC 0.19% Add +20.8% 10,229 $728K
Raelipskie Partnership 0.35% No change 10,215 $727K
Hunter Associates Investment Management LLC 0.11% Reduce -1.0% 10,200 $726K
Wedbush Securities Inc. 0.03% Reduce -28.7% 10,149 $722K
Ieq Capital, LLC 0.01% Reduce -1.0% 10,070 $717K
SeaCrest Wealth Management, LLC 0.08% Add +2.5% 10,041 $715K
Ar Asset Management Inc. 0.16% No change 10,000 $712K
Schechter Investment Advisors, LLC 0.05% Add +2.2% 10,002 $712K
Elevation Point Wealth Partners, LLC 0.07% Reduce -0.6% 9,991 $711K
Lester Murray Antman dba SimplyRich 0.20% Add +125.8% 9,923 $706K
Founders Financial Securities LLC 0.06% Reduce -0.4% 9,834 $700K
Louisbourg Investments Inc. 0.17% No change 9,680 $689K
Brown Advisory Inc. 0.00% Add +15.8% 9,649 $687K
Cozad Asset Management Inc. 0.07% Add +1.5% 9,628 $685K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.1% 9,610 $684K
Horizon Investments, LLC 0.02% Reduce -0.8% 9,608 $684K
Auto-Owners Insurance Co 0.02% No change 9,600 $683K
IVC Wealth Advisors LLC 0.37% Reduce -1.7% 9,586 $682K
Bank of Nova Scotia 0.00% Reduce -28.6% 9,570 $681K
Headinvest, LLC 0.13% Add +26.7% 9,500 $676K
Sharp Wealth Advisory, LLC 0.52% Reduce -3.0% 9,460 $673K
Checchi Capital Advisers, LLC 0.05% Reduce -4.5% 9,454 $673K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +41.3% 9,325 $664K
Boston Partners 0.00% Add +1.0% 9,203 $654K
Essex Financial Services, Inc. 0.05% Add +6.7% 9,883 $647K
Crestline Management, L.P. 0.04% New 9,048 $644K
UniSuper Management Pty Ltd 0.00% New 9,031 $643K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -1.8% 8,969 $638K
Mutual Advisors, LLC 0.02% Reduce -3.2% 9,844 $636K
Inspire Advisors, LLC 0.08% Reduce -1.8% 8,918 $635K
Vontobel Holding Ltd. 0.00% Add +64.0% 8,910 $634K
Passumpsic Savings Bank 0.41% Add +0.9% 8,841 $629K
Redwood Wealth Management Group, LLC 0.31% Reduce -4.4% 8,840 $629K
B&D White Capital Company, LLC 0.11% New 8,800 $626K
180 Wealth Advisors, LLC 0.10% Add +26.2% 8,743 $622K
Quadrant Capital Group LLC 0.04% Reduce -6.1% 8,692 $619K
Advisory Services Network, LLC 0.01% No change 9,306 $614K
AE Wealth Management LLC 0.01% Add +4.8% 8,591 $611K
Mission Wealth Management, LP 0.02% Reduce -6.0% 8,554 $609K
Strategic Wealth Partners, Ltd. 0.06% Reduce -29.1% 8,532 $607K
Legacy Financial Advisors, Inc. 0.10% Reduce -7.4% 8,492 $604K
Shelton Capital Management 0.02% No change 8,390 $597K
X-Square Capital, LLC 0.20% Add +12.2% 8,368 $596K
Confluence Investment Management LLC 0.01% Reduce -51.2% 8,343 $594K
Vectors Research Management, LLC 0.18% Add +4.6% 8,283 $590K
Fractal Investments LLC 0.10% No change 8,200 $584K
Eagle Asset Management Inc. 0.00% Add +11.1% 9,040 $582K
Profund Advisors LLC 0.02% Reduce -13.1% 8,114 $577K
LongView Wealth Management 0.18% Reduce -11.6% 8,107 $577K
Legacy Wealth Asset Management, LLC 0.15% Add +1.1% 8,079 $575K
WNY Asset Management, LLC 0.07% Add +2.1% 8,030 $571K
StoneX Group Inc. 0.04% Add +15.9% 8,012 $570K
Ingalls & Snyder LLC 0.02% No change 8,015 $570K
Fox Run Management, L.L.C. 0.13% New 7,975 $568K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -9.2% 7,953 $566K
American Trust Investment Advisors, LLC 0.23% New 7,915 $563K
Independent Financial Group, LLC 0.02% Add +22.5% 7,889 $561K
GoalVest Advisory LLC 0.16% Reduce -3.1% 7,817 $556K
HUB Investment Partners, LLC 0.02% Reduce -27.3% 7,742 $551K
Transcend Capital Advisors, LLC 0.04% New 7,636 $543K
Focus Partners Wealth 0.00% New 7,585 $542K
Compagnie Lombard Odier SCmA 0.01% No change 7,500 $534K
Bridgefront Capital, LLC 0.20% Add +126.0% 7,416 $528K
Solitude Financial Services 0.22% Add +1.4% 7,400 $527K
Norges Bank 0.00% No change 7,353 $523K
Glenmede Trust Co. NA 0.00% Reduce -35.0% 7,282 $518K
United Capital Financial Advisors, LLC 0.00% Reduce -17.1% 7,265 $517K
BayBridge Capital Group, LLC 0.37% Add +5.5% 7,201 $512K
Castle Rock Wealth Management, LLC 0.12% Reduce -1.9% 7,346 $510K
Henry James International Management Inc. 0.18% No change 7,109 $506K
Marks Group Wealth Management, Inc 0.05% Reduce -5.9% 7,088 $504K
One Wealth Advisors, LLC 0.08% Reduce -0.5% 7,082 $504K
Bartlett & Co. Wealth Management LLC 0.01% No change 7,065 $503K
Fulton Bank, N.A. 0.02% Reduce -1.8% 7,008 $499K
Core Wealth Partners LLC 0.30% No change 7,000 $498K
Nicholas Hoffman & Company, LLC. 0.02% Add +2.1% 6,943 $494K
Kovack Advisors, Inc. 0.05% Reduce -21.9% 6,934 $494K
Jaffetilchin Investment Partners, LLC 0.04% New 6,932 $493K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -73.1% 6,921 $493K
Cordatus Wealth Management LLC 0.18% No change 6,859 $488K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.6% 6,836 $487K
OneDigital Investment Advisors LLC 0.01% Add +1.6% 6,812 $485K
CENTRAL TRUST Co 0.01% Reduce -38.1% 6,798 $484K
Raymond James Trust N.A. 0.01% Reduce -21.4% 6,788 $483K
Rothschild Investment LLC 0.03% Reduce -4.2% 6,738 $480K
Aaron Wealth Advisors LLC 0.06% Add +31.2% 6,731 $479K
Chesapeake Capital Corp. 0.44% Reduce -31.4% 6,727 $479K
Spire Wealth Management 0.02% Add +1.4% 6,658 $474K
EP Wealth Advisors, LLC 0.00% Add +26.7% 6,641 $473K
Atria Wealth Solutions, Inc. 0.01% Reduce -23.4% 6,594 $469K
Equitable Holdings, Inc. 0.00% Add +14.0% 6,581 $468K
Savant Capital, LLC 0.00% Add +77.3% 6,335 $451K
Mayflower Financial Advisors, LLC 0.07% Reduce -53.1% 6,289 $448K
Ethic Inc. 0.01% Add +4.9% 7,014 $447K
Eagle Strategies LLC 0.08% Add +3.4% 6,259 $445K
Advisors Preferred, LLC 0.07% New 6,200 $441K
Freestone Capital Holdings, LLC 0.02% Reduce -17.8% 6,191 $441K
Cornerstone Wealth Management, LLC 0.03% Reduce -3.8% 6,184 $440K
Philadelphia Trust Co. 0.03% New 6,115 $435K
Perritt Capital Management Inc 0.22% Add +1.7% 6,111 $435K
Cullinan Associates Inc. 0.02% Reduce -42.9% 6,700 $434K
Aigen Investment Management, LP 0.08% New 6,051 $431K
Donoghue Forlines LLC 0.12% Reduce -46.1% 6,033 $429K
Perigon Wealth Management, LLC 0.01% Reduce -72.0% 5,977 $425K
Pacific Global Investment Management Co. 0.08% Reduce -4.9% 5,939 $423K
Abel Hall, LLC 0.27% Reduce -4.7% 5,893 $419K
Focus Financial Network, Inc. 0.02% Add +0.9% 5,876 $418K
NorthCrest Asset Manangement, LLC 0.01% New 5,808 $413K
Financial Counselors Inc. 0.01% Add +6.3% 5,805 $413K
Anchor Investment Management, LLC 0.04% Add +0.0% 5,701 $406K
Legal Advantage Investments, Inc. 0.22% No change 5,700 $406K
Avidian Wealth Enterprises, LLC 0.02% Reduce -18.7% 5,603 $399K
Commerce Bank 0.00% Reduce -43.9% 5,597 $398K
Total Clarity Wealth Management, Inc. 0.13% Add +79.6% 5,554 $395K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.1% 5,553 $395K
Breakwater Capital Group 0.08% Add +5.7% 5,510 $392K
Princeton Capital Management LLC 0.12% Reduce -1.2% 5,497 $391K
Stonegate Investment Group, LLC 0.01% Add +3.4% 5,467 $389K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.2% 5,432 $387K
Townsquare Capital LLC 0.00% Add +13.4% 5,399 $384K
Kingsview Wealth Management, LLC 0.01% Add +14.9% 5,319 $379K
Gallacher Capital Management LLC 0.17% Add +1.2% 5,319 $379K
Uhlmann Price Securities, LLC 0.30% — 5,289 $376K
AQR Capital Management 0.00% Reduce -32.8% 5,278 $376K
Valeo Financial Advisors, LLC 0.01% Reduce -27.9% 5,275 $375K
CoreCommodity Management, LLC 0.07% Reduce -82.3% 5,225 $372K
SpiderRock Advisors, LLC 0.01% New 5,221 $372K
Stock Yards Bank & Trust Co. 0.01% Add +11.3% 5,212 $371K
Cohen Investment Advisors LLC 0.22% Reduce -8.1% 5,154 $367K
Solstein Capital, LLC 0.19% No change 5,130 $365K
Chiron Capital Management, LLC 0.32% New 5,105 $363K
Callan Capital, LLC 0.03% Add +35.9% 5,101 $363K
Smartleaf Asset Management LLC 0.04% Add +126.6% 5,060 $360K
Centiva Capital, LP 0.02% Reduce -9.5% 5,054 $360K
Sprott Inc. 0.02% Reduce -3.8% 5,021 $357K
Nomura Holdings Inc. 0.00% New 5,010 $357K
Euro Pacific Asset Management, LLC 0.06% Add +0.8% 4,879 $347K
Lake Street Advisors Group, LLC 0.02% Reduce -1.3% 4,875 $347K
World Investment Advisors 0.01% Add +5.9% 4,802 $342K
Northeast Financial Consultants Inc 0.01% No change 4,800 $342K
Schrum Private Wealth Management LLC 0.17% New 4,698 $334K
Coldstream Capital Management Inc. 0.01% Add +14.5% 4,656 $331K
Aspen Wealth Strategies, LLC 0.21% Add +6.0% 4,643 $330K
Fiduciary Financial Group, LLC 0.08% Add +3.7% 4,945 $330K
West Family Investments, Inc. 0.11% Add +2.7% 4,599 $327K
Requisite Capital Management, LLC 0.07% Reduce -35.2% 4,545 $323K
Sage Rhino Capital LLC 0.07% Add +6.7% 4,538 $323K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -7.5% 4,522 $322K
Parallel Advisors, LLC 0.01% Add +2.3% 4,503 $321K
Sandy Spring Bank 0.01% Reduce -1.5% 4,473 $318K
Cwm, LLC 0.00% Add +1.6% 4,457 $317K
Avior Wealth Management, LLC 0.01% No change 4,454 $317K
Aprio Wealth Management, LLC 0.05% Reduce -2.0% 4,442 $316K
Barry Investment Advisors, LLC 0.10% Add +0.5% 4,433 $316K
Hudson Portfolio Management LLC 0.31% — 4,400 $313K
Fulcrum Equity Management 0.26% Reduce -11.0% 4,386 $312K
Main Street Financial Solutions, LLC 0.03% Reduce -76.1% 4,382 $312K
MKT Advisors LLC 0.15% Add +19.8% 4,390 $311K
RNC Capital Management LLC 0.02% No change 4,679 $308K
GYL Financial Synergies, LLC 0.02% Add +1.0% 4,331 $308K
Legacy Capital Group California, Inc. 0.10% Reduce -0.3% 4,284 $305K
Forum Financial Management, LP 0.01% Add +1.4% 4,282 $305K
TD Private Client Wealth LLC 0.01% Add +17.0% 4,275 $304K
Concurrent Investment Advisors, LLC 0.01% Add +4.3% 4,261 $303K
LaSalle St. Investment Advisors, LLC 0.12% Add +14.4% 4,202 $299K
Peregrine Asset Advisers, Inc. 0.10% No change 4,180 $297K
Quintet Private Bank (Europe) S.A. 0.02% Add +11.7% 4,165 $296K
Hilltop Holdings Inc. 0.02% Add +11.2% 4,146 $295K
Belpointe Asset Management LLC 0.02% New 4,124 $294K
Leonteq Securities AG 0.03% Reduce -23.5% 4,106 $292K
Faithward Advisors, LLC 0.05% No change 4,045 $288K
State Street Corp. 0.00% Reduce -12.7% 4,019 $286K
CI Investments Inc. 0.00% No change 4,000 $285K
Dodge & Cox 0.00% No change 4,000 $285K
Clarius Group, LLC 0.02% Reduce -27.6% 3,988 $284K
Knollwood Investment Advisory, LLC 0.03% No change 3,950 $281K
Summitry LLC 0.01% New 3,898 $277K
Ion Asset Management Ltd. 0.02% No change 3,815 $272K
Arkadios Wealth Advisors 0.02% Reduce -21.4% 3,810 $271K
Norris Financial Group, LLC 0.13% No change 3,726 $265K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.2% 3,674 $262K
HighPoint Advisor Group LLC 0.02% Add +17.7% 3,996 $261K
Thrive Wealth Management, LLC 0.05% Reduce -1.6% 3,628 $258K
Walker Asset Management, LLC 0.16% Add +2.5% 3,626 $258K
Planned Solutions, Inc. 0.10% Add +8.8% 3,587 $255K
Zacks Investment Management 0.00% Add +0.9% 3,569 $254K
Empowered Funds, LLC 0.00% Add +13.7% 3,567 $254K
Argonautica Private Wealth Management, Inc. 0.08% Add +0.7% 3,562 $254K
Texas Yale Capital Corp. 0.01% Reduce -13.0% 3,549 $253K
Rockland Trust Co. 0.01% No change 3,545 $252K
PFG Investments, LLC 0.02% Reduce -4.4% 3,539 $252K
Keel Point, LLC 0.02% No change 3,534 $252K
Hexagon Capital Partners LLC 0.05% Reduce -0.7% 3,532 $251K
Ameritas Advisory Services, LLC 0.01% Reduce -11.2% 3,503 $249K
Foster Victor Wealth Advisors, LLC 0.02% Add +6.7% 3,755 $249K
Traynor Capital Management, Inc. 0.02% Reduce -22.6% 3,441 $245K
Park National Corp. 0.01% Reduce -5.5% 3,414 $243K
Fayez Sarofim & Co 0.00% No change 3,411 $243K
Bourne Lent Asset Management Inc. 0.09% No change 3,400 $242K
Viking Fund Management LLC 0.04% Add +385.7% 3,400 $242K
Global Retirement Partners, LLC 0.01% Reduce -2.6% 3,370 $240K
LRI Investments, LLC 0.02% Add +3035.7% 3,951 $239K
Epoch Investment Partners, Inc. 0.00% No change 3,343 $238K
Sage Mountain Advisors LLC 0.02% Reduce -2.8% 3,326 $237K
Ballentine Partners, LLC 0.00% Reduce -31.1% 3,305 $235K
Colonial Trust Co / SC 0.04% No change 3,300 $235K
Foundations Investment Advisors, LLC 0.00% Reduce -5.4% 3,281 $234K
SG Americas Securities, LLC 0.00% Reduce -75.9% 3,263 $232K
Syon Capital LLC 0.02% New 3,257 $232K
IHT Wealth Management, LLC 0.01% New 3,257 $232K
HB Wealth Management, LLC 0.00% Reduce -7.4% 3,245 $231K
Silvercrest Asset Management Group LLC 0.00% New 3,214 $229K
Bessemer Group Inc. 0.00% Reduce -55.0% 3,210 $228K
Westover Capital Advisors, LLC 0.04% New 3,200 $228K
CVA Family Office, LLC 0.04% Reduce -18.8% 3,200 $228K
Eads & Heald Wealth Management 0.11% Reduce -9.1% 3,182 $226K
Peoples Bank 0.12% Add +0.2% 3,169 $226K
Mgo One Seven LLC 0.01% Reduce -35.8% 3,156 $225K
Clifford Swan Investment Counsel LLC 0.01% No change 3,150 $224K
Sterling Investment Advisors, Ltd. 0.06% Reduce -45.2% 3,145 $224K
Diligent Investors, LLC 0.05% Add +0.1% 3,127 $223K
ICONIQ Capital, LLC 0.00% New 3,122 $222K
Bleakley Financial Group, LLC 0.01% New 3,110 $221K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,059 $218K
Wilmington Savings Fund Society, FSB 0.00% New 3,057 $218K
Harbour Investments, Inc. 0.01% Reduce -6.2% 3,040 $216K
Optimum Investment Advisors 0.09% Reduce -9.0% 3,025 $215K
Whittier Trust Co. of Nevada Inc. 0.01% Add +19.1% 3,025 $215K
Old National Bancorp 0.00% Reduce -6.8% 3,001 $214K
Erste Asset Management GmbH 0.00% No change 3,000 $214K
Kathmere Capital Management, LLC 0.02% New 2,988 $213K
SageView Advisory Group, LLC 0.01% Reduce -37.7% 2,982 $212K
UMB Bank, n.a. 0.00% Reduce -17.5% 2,977 $212K
Rothschild Wealth LLC 0.06% New 2,971 $211K
Mather Group, Llc. 0.00% Add +87.5% 2,967 $211K
Patten & Patten Inc. 0.01% New 2,938 $209K
Fifth Third Wealth Advisors LLC 0.01% New 2,897 $206K
Wedmont Private Capital 0.01% Reduce -2.5% 2,952 $206K
Traveka Wealth, LLC 0.10% Reduce -26.1% 2,867 $204K
AlphaStar Capital Management, LLC 0.02% Reduce -17.8% 2,853 $203K
Baron Wealth Management LLC 0.10% New 2,837 $202K
Sivia Capital Partners, LLC 0.12% Reduce -28.4% 2,825 $201K
Holderness Investments Co. 0.04% New 2,825 $201K
Castleark Management LLC 0.01% No change 2,780 $198K
Capital Analysts, LLC 0.01% Add +2.1% 2,723 $194K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.2% 2,581 $184K
Principal Securities, Inc. 0.00% Reduce -2.6% 2,514 $179K
Centaurus Financial, Inc. 0.01% Reduce -7.1% 2,455 $175K
Tompkins Financial Corp. 0.02% No change 2,400 $171K
Huntington National Bank 0.00% Add +11.3% 2,345 $167K
Lindbrook Capital, LLC 0.01% Reduce -8.5% 2,333 $166K
Farther Finance Advisors, LLC 0.01% Reduce -31.5% 2,290 $163K
Eastern Bank 0.00% New 2,260 $161K
Acropolis Investment Management, LLC 0.01% Add +4.8% 2,198 $156K
WASHINGTON TRUST Co 0.01% No change 2,140 $152K
Ulland Investment Advisors, LLC 0.11% No change 2,100 $149K
State of Wyoming 0.02% Add +91.4% 2,010 $143K
VPR Management LLC 0.05% New 2,000 $142K
Glen Eagle Advisors, LLC 0.02% Reduce -41.7% 1,990 $142K
Wintrust Investments LLC 0.10% Reduce -90.9% 1,980 $140K
International Assets Investment Management, LLC 0.01% New 1,891 $135K
GPS Wealth Strategies Group, LLC 0.02% Reduce -18.9% 1,858 $132K
Armstrong Advisory Group, Inc. 0.01% Add +9.6% 1,808 $129K
Ameliora Wealth Management Ltd. 0.05% No change 1,800 $128K
Arax Advisory Partners 0.01% Reduce -40.5% 1,792 $128K
Cromwell Holdings LLC 0.08% No change 1,751 $125K
Carmichael Hill & Associates, Inc. 0.05% Reduce -1.4% 1,732 $123K
Riverview Trust Co 0.11% No change 1,728 $123K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.3% 1,702 $121K
United Community Bank 0.05% No change 1,663 $118K
GAMMA Investing LLC 0.01% Add +2.1% 1,658 $118K
Private Trust Co. NA 0.01% No change 1,655 $118K
S.A. Mason LLC 0.06% Add +6.6% 1,620 $115K
American National Bank & Trust 0.01% No change 1,620 $115K
Rosenberg Matthew Hamilton 0.03% No change 1,559 $111K
Nemes Rush Group LLC 0.02% Reduce -0.1% 1,686 $107K
Adirondack Trust Co. 0.04% No change 1,500 $107K
Eagle Bay Advisors LLC 0.04% No change 1,470 $105K
Essex Investment Management Co. LLC 0.02% No change 1,452 $103K
Cape Investment Advisory, Inc. 0.04% Add +44.4% 1,383 $98K
McIlrath & Eck, LLC 0.01% Add +20.6% 1,382 $98K
Transcendent Capital Group LLC 0.05% No change 1,373 $98K
BNP Paribas 0.00% Add +23.1% 1,330 $95K
First Horizon Advisors, Inc. 0.00% Add +3.0% 1,290 $92K
Allworth Financial LP 0.00% Reduce -12.9% 1,214 $86K
Provenance Wealth Advisors, LLC 0.01% No change 1,207 $86K
Gables Capital Management Inc. 0.04% No change 1,200 $85K
Toth Financial Advisory Corp. 0.01% No change 1,199 $85K
Lanark Financial, Inc. 0.01% Add +24.2% 1,207 $85K
Western Pacific Wealth Management, LP 0.06% No change 1,169 $83K
Grove Bank & Trust 0.01% Add +6.9% 1,146 $82K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +26.1% 1,084 $77K
FinTrust Capital Advisors, LLC 0.01% Reduce -37.0% 1,078 $77K
Citadel Advisors 0.00% Reduce -99.0% 1,013 $72K
Lazard Asset Management LLC 0.00% Reduce -3.9% 1,025 $72K
CNB Bank 0.03% No change 1,000 $71K
Albion Financial Group 0.00% No change 1,000 $71K
IFP Advisors, Inc 0.00% Reduce -17.1% 941 $67K
Ridgewood Investments LLC 0.03% Reduce -13.1% 939 $67K
GeoWealth Management, LLC 0.00% New 919 $65K
Deutsche Bank AG 0.00% New 878 $62K
Geneos Wealth Management Inc. 0.00% Add +169.5% 849 $60K
FNY Investment Advisers, LLC 0.03% Reduce -15.0% 850 $60K
Brown Brothers Harriman & Co. 0.00% No change 842 $60K
Nisa Investment Advisors, LLC 0.00% Add +49.1% 820 $58K
Coppell Advisory Solutions LLC 0.01% Add +99.8% 813 $58K
Strengthening Families & Communities, LLC 0.01% Add +1.7% 795 $57K
Pacifica Partners Inc. 0.02% Reduce -0.5% 790 $56K
WealthCollab, LLC 0.04% Reduce -12.8% 757 $54K
New Millennium Group LLC 0.03% Add +2.4% 739 $53K
Acadian Asset Management LLC 0.00% Reduce -96.2% 736 $52K
Godsey & Gibb, Inc. 0.00% New 704 $50K
Arrow Financial Corp 0.00% No change 700 $50K
Natixis 0.00% Reduce -1.4% 687 $49K
Main Street Group, LTD 0.02% Reduce -16.6% 681 $48K
Pathway Financial Advisers, LLC 0.02% No change 667 $47K
Centerpoint Advisors, LLC 0.01% Add +15.6% 607 $43K
Bruce G. Allen Investments, LLC 0.03% Reduce -4.3% 603 $43K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.0% 589 $42K
Manchester Capital Management LLC 0.00% Add +1.9% 580 $41K
Gen-Wealth Partners Inc 0.02% New 600 $40K
Northwest Investment Counselors, LLC 0.01% New 534 $38K
Alpine Bank Wealth Management 0.01% — 505 $36K
Twin Lakes Capital Management, LLC 0.02% No change 500 $36K
SouthState Bank Corp 0.00% No change 500 $36K
Credit Agricole S A 0.00% No change 500 $36K
Parkside Financial Bank & Trust 0.00% Reduce -83.6% 496 $35K
Oarsman Capital, Inc. 0.01% New 492 $35K
Ancora Advisors LLC 0.00% Add +0.4% 485 $35K
Kozak & Associates, Inc. 0.01% No change 519 $34K
Pinnacle Bancorp, Inc. 0.01% No change 453 $32K
Tortoise Investment Management, LLC 0.00% Add +2.5% 451 $32K
Financial Perspectives, Inc 0.01% Add +0.9% 431 $31K
AdvisorNet Financial, Inc 0.00% Reduce -20.9% 429 $31K
Bank of New Hampshire 0.01% No change 420 $30K
Sound Income Strategies, LLC 0.00% Add +70.9% 417 $30K
FSC Wealth Advisors, LLC 0.02% New 400 $28K
Colonial Trust Advisors 0.00% No change 400 $28K
GHP Investment Advisors, Inc. 0.00% No change 400 $28K
Toronto Dominion Bank 0.00% No change 400 $28K
Atlas Capital Advisors Inc. 0.00% No change 399 $28K
CoreCap Advisors, LLC 0.00% New 397 $28K
Raleigh Capital Management Inc. 0.01% Add +2.4% 381 $27K
Versant Capital Management, Inc 0.01% Add +24.3% 378 $27K
Winch Advisory Services, LLC 0.01% New 359 $26K
Bellevue Asset Management, LLC 0.01% Add +2.6% 357 $25K
Key Financial Inc 0.01% No change 350 $25K
Sanctuary Wealth Management, L.L.C. 0.02% No change 338 $24K
Boyd Watterson Asset Management LLC 0.01% Reduce -2.4% 324 $23K
JFS Wealth Advisors, LLC 0.00% Add +9.2% 310 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 305 $22K
North Star Investment Management Corp. 0.00% No change 300 $21K
Coston, McIsaac & Partners 0.01% Add +2.7% 302 $21K
Hilltop National Bank 0.01% Add +103.5% 295 $21K
Rakuten Securities, Inc. 0.01% Reduce -89.3% 282 $20K
Baillie Gifford & Co. 0.00% Add +133.1% 282 $20K
REAP Financial Group, LLC 0.00% Add +6.6% 275 $20K
Financial Freedom, LLC 0.01% Add +2.3% 273 $19K
Clearstead Advisors, LLC 0.00% Reduce -40.1% 255 $18K
Pin Oak Investment Advisors Inc. 0.02% No change 253 $18K
Westend Capital Management, LLC 0.01% No change 250 $18K
Hara Capital LLC 0.01% New 238 $17K
Continuum Advisory, LLC 0.00% Add +84.0% 276 $17K
Advantage Trust Co 0.01% No change 225 $16K
Operose Advisors LLC 0.01% No change 225 $16K
Beacon Capital Management, LLC 0.00% Add +101.8% 220 $16K
Johnson Financial Group, Inc. 0.00% Add +47.0% 219 $16K
Zions Bancorporation, N.A. 0.00% Reduce -53.7% 204 $15K
Paradigm Asset Management Co. LLC 0.00% No change 200 $14K
Heritage Wealth Advisors 0.00% No change 200 $14K
Avion Wealth 0.00% New 200 $14K
Bogart Wealth, LLC 0.00% Add +8.3% 196 $14K
Bell Investment Advisors, Inc 0.00% Add +8.9% 195 $14K
Brooklyn Investment Group 0.00% New 189 $13K
Princeton Global Asset Management LLC 0.00% Add +2.7% 189 $13K
Halpern Financial, Inc. 0.00% No change 186 $13K
Venturi Wealth Management, LLC 0.00% Reduce -65.3% 172 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 152 $11K
GW&K Investment Management, LLC 0.00% Add +2.8% 148 $11K
JNBA Financial Advisors 0.00% No change 154 $11K
Accent Capital Management, LLC 0.01% No change 153 $11K
Frazier Financial Advisors, LLC 0.01% Reduce -47.4% 150 $11K
Naples Money Management LLC 0.01% No change 146 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -75.2% 144 $10K
SJS Investment Consulting Inc. 0.00% Add +3.0% 136 $10K
Chelsea Counsel Co. 0.00% No change 133 $9K
Ascentis Independent Advisors 0.00% New 132 $9K
Abound Wealth Management 0.00% Add +670.6% 131 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 128 $9K
Washington Trust Advisors, Inc. 0.00% No change 123 $9K
Cornerstone Planning Group LLC 0.00% Reduce -89.5% 128 $9K
IAG Wealth Partners, LLC 0.00% No change 118 $8K
True Wealth Design, LLC 0.00% Reduce -99.1% 110 $8K
Oakworth Capital, Inc. 0.00% New 110 $8K
HighMark Wealth Management LLC 0.00% Add +2.0% 102 $7K
TruNorth Capital Management, LLC 0.00% New 100 $7K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $7K
Baldwin Wealth Partners LLC 0.00% No change 100 $7K
Financial Management Professionals, Inc. 0.00% Add +140.5% 101 $7K
Hantz Financial Services, Inc. 0.00% New 104 $7K
Signature Resources Capital Management, LLC 0.01% No change 95 $7K
WR Wealth Planners, LLC 0.00% No change 92 $7K
Byrne Asset Management LLC 0.00% Reduce -35.7% 90 $6K
Coastline Trust Co 0.00% New 90 $6K
MV Capital Management, Inc. 0.00% New 79 $6K
Larson Financial Group LLC 0.00% Reduce -94.2% 79 $6K
Founders Capital Management 0.00% No change 77 $5K
Dogwood Wealth Management LLC 0.00% No change 73 $5K
Archer Investment Corp 0.00% No change 68 $5K
Aspire Private Capital, LLC 0.00% Add +62.5% 65 $5K
Carolinas Wealth Consulting LLC 0.00% No change 53 $4K
Annapolis Financial Services, LLC 0.00% No change 49 $3K
Ashton Thomas Securities, LLC 0.00% New 49 $3K
Plante Moran Financial Advisors, LLC 0.00% New 44 $3K
Hemington Wealth Management 0.00% New 50 $3K
Valley National Advisers Inc. 0.00% No change 50 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $3K
Kiely Wealth Advisory Group, Inc. 0.00% No change 43 $3K
Highline Wealth Partners LLC 0.00% Reduce -31.3% 33 $2K
Sawyer & Company, Inc 0.00% No change 25 $2K
Tsfg, LLC 0.00% No change 25 $2K
Fortitude Family Office, LLC 0.00% New 28 $2K
Hollencrest Capital Management 0.00% Add +3.9% 27 $2K
Westside Investment Management, Inc. 0.00% No change 24 $2K
Mendota Financial Group, LLC 0.00% Add +22.2% 22 $2K
Raffa Wealth Management, LLC 0.00% No change 22 $2K
Creekmur Asset Management LLC 0.00% Reduce -59.2% 20 $1K
Iron Horse Wealth Management, LLC 0.00% No change 14 $996
ClariVest Asset Management LLC 0.00% No change 14 $921
Tucker Asset Management LLC 0.00% Add +71.4% 12 $866
Gold Investment Management Ltd. 0.00% No change 12 $854
EnRich Financial Partners LLC 0.00% No change 12 $854
Bfsg, LLC 0.00% New 11 $783
Legacy Investment Solutions, LLC 0.00% — 9 $546
Legacy Wealth Managment, LLC 0.00% — 9 $546
Foster Dykema Cabot & Partners, LLC 0.00% New 7 $498
Activest Wealth Management 0.00% No change 4 $285
West Branch Capital LLC 0.00% New 2 $139
Reston Wealth Management LLC 0.00% New 1 $53

"% of holder's portfolio" is RIO's weight in each manager's 13F, not the share of Rio Tinto PLC-Spon ADR the manager owns.