SolventumSOLV

13F holders, Q3 2024 (September 30)
939holders +35
140new positions
100sold out
12famous investors
$70.05avg. 13F price*

At the end of Q3 2024, 939 institutions reported holding Solventum Corp. (SOLV) in their 13F filings, up 35 from Q2 2024. 140 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($739.2M) and Trian Fund Management ($496.8M). 12 famous investors held it, including Nelson Peltz (12.8% of Trian Fund Management's portfolio), Seth Klarman (3.6% of Baupost Group's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

Company
Solventum Corp.
Sector
Health Care
CUSIP
83444M101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 66Q1 2024Q2 2024: 904Q2 2024Q3 2024: 939Q3 2024Q4 2024: 941Q4 2024Q1 2025: 916Q1 2025Q2 2025: 890Q2 2025Q3 2025: 870Q3 2025Q4 2025: 942Q4 2025Q1 2026: 885Q1 2026Q2 2026: 885Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions140$459.8M
Exits100$83.0M

All 13F filers, Q2 2024 → Q3 2024: 13,077,249 shares bought and 10,476,383 shares sold, net +2,600,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 939 holders

Vanguard Group Inc. 0.02% Reduce -0.7% 16,191,262 $1.1B
BlackRock, Inc. 0.02% — 10,602,301 $739.2M
Trian Fund Management 12.77% Add +32.9% 7,126,255 $496.8M
State Street Corp. 0.02% Add +3.1% 6,107,550 $425.8M
Davis Selected Advisers 2.06% Add +2.1% 5,271,513 $367.5M
Geode Capital Management, LLC 0.02% Add +4.0% 3,347,719 $232.6M
Norges Bank 0.03% Add +19.1% 3,082,598 $214.9M
Madison Avenue Partners, LP 18.28% Add +14.7% 2,827,672 $197.1M
Invesco Ltd. 0.04% Reduce -19.3% 2,746,918 $191.5M
State Farm Mutual Automobile Insurance Co. 0.13% No change 2,069,279 $144.3M
Baupost Group 3.62% No change 1,820,000 $126.9M
Hotchkis & Wiley Capital Management LLC 0.42% New 1,799,880 $125.5M
Newport Trust Company, LLC 0.30% Reduce -4.3% 1,790,963 $124.9M
Nuance Investments, LLC 3.85% Reduce -25.2% 1,639,353 $114.3M
AQR Capital Management 0.14% Add +21.4% 1,478,403 $100.5M
Northern Trust Corp. 0.02% Reduce -10.0% 1,440,224 $100.4M
Morgan Stanley 0.01% Reduce -9.8% 1,421,040 $99.1M
FMR LLC 0.01% Reduce -11.3% 1,379,917 $96.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -10.3% 1,185,461 $82.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +0.4% 1,053,771 $73.5M
Bank of New York Mellon Corp 0.01% Reduce -1.1% 906,792 $63.2M
Arrowstreet Capital, Limited Partnership 0.05% Add +115.7% 845,692 $59.0M
Bank of America Corp. 0.01% Add +5.2% 814,112 $56.8M
Independent Franchise Partners LLP 0.48% New 781,882 $54.5M
Amundi 0.02% Add +140.7% 771,767 $51.8M
Flputnam Investment Management Co. 0.92% Add +6578.7% 113,671 $51.0M
Point72 Asset Management 0.18% New 730,758 $50.9M
Anchor Capital Advisors LLC 1.25% New 675,522 $47.1M
Deutsche Bank AG 0.02% Add +10.3% 662,780 $46.2M
JPMorgan Chase & Co. 0.00% Reduce -1.6% 599,284 $41.8M
Invenomic Capital Management LP 2.25% Reduce -29.0% 584,883 $40.8M
Millennium Management 0.04% Reduce -27.1% 558,078 $38.9M
GMO 0.12% Add +17.4% 553,510 $38.6M
Dimensional Fund Advisors LP 0.01% Add +8.1% 541,237 $37.7M
Nuveen Asset Management, LLC 0.01% Reduce -15.5% 506,732 $35.3M
Legal & General Group Plc 0.01% Reduce -38.3% 505,476 $35.2M
Newtyn Management, LLC 5.40% Reduce -28.2% 502,617 $35.0M
US Bancorp \de 0.04% Reduce -8.2% 502,560 $35.0M
QVIDTVM Management LLC 24.27% Add +13.5% 497,276 $34.7M
Candlestick Capital Management LP 1.37% New 478,686 $33.4M
Goldman Sachs Group Inc. 0.01% Reduce -30.0% 448,954 $31.3M
Wells Fargo & Company 0.01% Add +19.9% 445,839 $31.1M
Swiss National Bank 0.02% Add +0.7% 435,709 $30.4M
UBS Group AG 0.01% Add +6.5% 420,484 $29.3M
HSBC Holdings PLC 0.02% Reduce -31.1% 415,860 $28.9M
Railway Pension Investments Ltd 0.33% Add +65.2% 395,161 $27.6M
Capital World Investors 0.00% No change 391,217 $27.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -19.8% 372,289 $26.0M
Barclays PLC 0.01% Reduce -52.9% 328,986 $22.9M
Assenagon Asset Management S.A. 0.05% Add +4765.0% 319,628 $22.3M
California State Teachers Retirement System 0.02% Add +4.0% 284,619 $19.8M
Lone Peak Global Investors LLC 3.88% Add +22.6% 279,479 $19.5M
South Dakota Investment Council 0.37% Add +79.8% 269,979 $18.8M
PNC Financial Services Group, Inc. 0.01% Reduce -14.0% 264,668 $18.5M
Rhumbline Advisers 0.02% Reduce -3.4% 250,934 $17.5M
QV Investors Inc. 1.54% Add +59.4% 250,562 $17.5M
Royal Bank of Canada 0.00% Add +4.4% 242,666 $16.9M
Magnetar Financial LLC 0.43% Reduce -83.9% 239,982 $16.7M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +6.4% 238,042 $16.6M
California Public Employees Retirement System 0.01% Reduce -0.7% 229,067 $16.0M
Nordea Investment Management AB 0.02% Add +4.9% 227,901 $15.4M
General American Investors Co. Inc. 1.00% New 207,350 $14.5M
Twinbeech Capital LP 0.27% New 202,511 $14.1M
T. Rowe Price Associates Inc. 0.00% Reduce -0.1% 199,772 $13.9M
Citigroup Inc. 0.01% Add +18.1% 195,934 $13.7M
Raymond James & Associates 0.01% Reduce -39.6% 194,108 $13.5M
Gotham Asset Management 0.13% Add +14.1% 187,061 $13.0M
HBK Investments L P 0.28% New 183,917 $12.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% No change 182,888 $12.8M
Envestnet Asset Management Inc. 0.00% Add +40.3% 178,964 $12.5M
LMR Partners LLP 0.35% Add +552.6% 178,828 $12.5M
Bank of Montreal 0.01% Add +15.8% 182,748 $12.3M
Aberdeen Group plc 0.02% Reduce -23.3% 182,696 $12.3M
BNP Paribas Financial Markets 0.01% Reduce -8.2% 175,783 $12.3M
Swiss Life Asset Management Ltd 0.14% Reduce -25.8% 172,560 $12.0M
Principal Financial Group Inc. 0.01% Add +3.0% 169,615 $11.8M
Susquehanna International Group, LLP 0.02% Reduce -55.8% 162,200 $11.3M
Franklin Resources Inc. 0.00% Reduce -10.1% 161,020 $11.2M
Alliancebernstein L.P. 0.00% Add +1.3% 158,465 $11.0M
Balyasny Asset Management L.P. 0.03% Reduce -81.8% 145,829 $10.2M
Adage Capital Partners Gp, L.L.C. 0.02% New 138,722 $9.7M
AustralianSuper Pty Ltd 0.05% Add +6.5% 136,716 $9.5M
State Board of Administration of Florida Retirement System 0.02% No change 132,773 $9.3M
Dorsey & Whitney Trust CO LLC 0.49% Add +9.5% 131,266 $9.2M
Cincinnati Insurance Co. 0.15% No change 130,425 $9.1M
Parsons Capital Management Inc. 0.55% Reduce -0.1% 125,589 $8.8M
Jacobs Levy Equity Management, Inc. 0.03% Add +5.0% 122,092 $8.5M
New York State Teachers Retirement System 0.02% Reduce -17.2% 119,880 $8.4M
Korea Investment CORP 0.02% Add +81.5% 119,307 $8.3M
Manufacturers Life Insurance Company, The 0.01% Add +37.4% 117,853 $8.2M
Investment Management Associates Inc. 3.16% Reduce -5.5% 114,898 $8.0M
Squarepoint Ops LLC 0.03% Reduce -13.5% 114,046 $8.0M
Trexquant Investment LP 0.10% New 113,627 $7.9M
National Pension Service 0.01% Reduce -10.1% 111,516 $7.8M
Thompson Siegel & Walmsley LLC 0.12% New 110,719 $7.7M
Stifel Financial Corp. 0.01% Reduce -52.1% 108,257 $7.5M
Jane Street Group, LLC 0.01% Reduce -29.2% 107,781 $7.5M
Swedbank AB 0.01% Add +20.3% 107,197 $7.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +8.4% 104,916 $7.3M
American Century Companies Inc. 0.00% Reduce -19.2% 102,357 $7.1M
Aviva PLC 0.02% Reduce -3.4% 95,153 $6.6M
Prudential Financial Inc. 0.01% Reduce -18.0% 94,578 $6.6M
State of Wisconsin Investment Board 0.02% Add +9.7% 94,300 $6.6M
New York State Common Retirement Fund 0.01% Reduce -22.1% 94,250 $6.6M
Auto-Owners Insurance Co 0.15% No change 88,622 $6.2M
LPL Financial LLC 0.00% Reduce -56.7% 85,455 $6.0M
Farmers Trust Co. 1.06% Add +38.4% 81,598 $5.7M
Allianz Asset Management GmbH 0.01% Reduce -57.9% 78,320 $5.5M
Truist Financial Corp. 0.01% Reduce -8.7% 77,436 $5.4M
Factorial Partners, LLC 3.00% Add +11.6% 74,800 $5.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -5.3% 74,590 $5.2M
Pictet Asset Management Holding SA 0.01% Reduce -1.0% 74,591 $5.2M
Public Employees Retirement System of Ohio 0.02% Reduce -16.2% 74,425 $5.2M
Edgewood Management LLC 0.01% Reduce -0.7% 74,299 $5.2M
Price Jennifer C. 5.67% Reduce -24.0% 73,000 $5.1M
Mariner, LLC 0.01% Reduce -40.4% 71,622 $5.0M
Toronto Dominion Bank 0.01% Add +1.6% 71,096 $5.0M
Wedge Capital Management L L P 0.08% New 70,189 $4.9M
HRT Financial LP 0.02% New 69,421 $4.8M
Philip James Wealth Mangement, LLC 0.59% New 66,911 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -26.2% 66,098 $4.6M
Storebrand Asset Management As 0.01% Reduce -1.8% 66,086 $4.6M
CIBC Private Wealth Group LLC 0.01% Add +9.8% 64,593 $4.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -33.6% 62,004 $4.3M
Boussard & Gavaudan Investment Management LLP 0.69% New 63,638 $4.3M
Rudius Management LP 0.86% Reduce -39.4% 61,427 $4.3M
Treasurer of the State of North Carolina 0.02% Add +0.4% 60,572 $4.2M
Linden Thomas Advisory Services, LLC 0.58% Reduce -0.3% 60,459 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -26.7% 60,299 $4.2M
Advisors Asset Management, Inc. 0.08% Reduce -21.5% 59,950 $4.2M
Corient Private Wealth LP 0.01% Reduce -1.0% 59,621 $4.2M
First Trust Advisors LP 0.00% New 56,532 $3.9M
Hikari Tsushin, Inc. 0.28% No change 56,180 $3.9M
Danske Bank A/S 0.01% Add +3.5% 56,062 $3.9M
Comerica Bank 0.02% Add +50.1% 55,523 $3.9M
Osaic Holdings, Inc. 0.01% Reduce -9.4% 55,374 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +92.2% 54,613 $3.8M
Mn Services Vermogensbeheer B.V. 0.03% No change 54,432 $3.8M
Asset Management One Co., Ltd. 0.01% Add +0.9% 53,597 $3.7M
Victory Capital Management Inc. 0.00% Add +137.3% 53,589 $3.7M
Cerity Partners LLC 0.01% Add +27.4% 52,719 $3.7M
State of New Jersey Common Pension Fund D 0.02% No change 52,504 $3.7M
Schonfeld Strategic Advisors LLC 0.03% New 51,503 $3.6M
Voya Investment Management LLC 0.00% Reduce -6.7% 50,150 $3.5M
Engineers Gate Manager LP 0.07% Reduce -69.3% 50,128 $3.5M
683 Capital Management, LLC 0.40% Reduce -60.0% 50,000 $3.5M
Mackenzie Financial Corp. 0.00% Add +12.8% 48,029 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +22.3% 47,922 $3.3M
Worldquant Millennium Advisors LLC 0.02% Add +373.6% 47,665 $3.3M
Natixis Advisors, LLC 0.01% Add +271.4% 47,616 $3.3M
Resona Asset Management Co.,Ltd. 0.02% Reduce -0.6% 47,197 $3.3M
Prudential PLC 0.02% Reduce -4.0% 45,551 $3.2M
Keybank National Association 0.01% Reduce -13.8% 44,644 $3.1M
Nomura Asset Management Co. Ltd. 0.01% Reduce -21.9% 44,441 $3.1M
State of Michigan Retirement System 0.02% Reduce -0.5% 44,076 $3.1M
DekaBank Deutsche Girozentrale 0.01% Add +124.5% 45,626 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +324.9% 43,487 $3.0M
Janney Montgomery Scott LLC 0.01% Add +9.8% 42,931 $3.0M
D. E. Shaw & Co. 0.00% Reduce -84.5% 42,814 $3.0M
Strong Tower Advisory Services 0.83% Add +207.7% 42,725 $3.0M
Arizona State Retirement System 0.02% Add +4.3% 42,059 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -29.9% 41,317 $2.9M
State of Tennessee, Department of Treasury 0.01% Reduce -1.6% 41,010 $2.9M
Los Angeles Capital Management LLC 0.01% Add +670.0% 40,888 $2.9M
Kiltearn Partners LLP 0.39% New 40,700 $2.8M
Baird Financial Group, Inc. 0.01% Reduce -6.4% 40,243 $2.8M
M&T Bank Corp 0.01% Reduce -22.8% 39,607 $2.8M
Mairs & Power Inc. 0.03% Reduce -11.6% 39,354 $2.7M
Teacher Retirement System of Texas 0.01% Reduce -51.9% 39,264 $2.7M
Lighthouse Investment Partners, LLC 0.15% New 39,002 $2.7M
TD Asset Management Inc 0.00% Reduce -41.0% 40,144 $2.7M
Van Eck Associates Corp. 0.00% Add +53.9% 36,694 $2.7M
Pinebridge Investments, L.P. 0.02% Add +10.1% 37,929 $2.6M
Harbor Capital Advisors, Inc. 0.11% New 37,632 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +175.2% 38,429 $2.6M
Cetera Investment Advisers 0.01% Add +5.9% 36,953 $2.6M
Investment House LLC 0.14% New 36,041 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -2.5% 35,931 $2.5M
Atom Investors LP 0.25% Reduce -56.7% 34,752 $2.4M
Corebridge Financial, Inc. 0.01% Reduce -2.8% 34,310 $2.4M
Freestone Capital Holdings, LLC 0.08% New 34,246 $2.4M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -28.3% 33,709 $2.4M
Royce & Associates LP 0.02% Reduce -13.2% 33,000 $2.3M
Weiss Asset Management LP 0.08% New 32,879 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -19.1% 32,838 $2.3M
HighTower Advisors, LLC 0.00% Reduce -16.3% 32,042 $2.2M
Advisors Capital Management, LLC 0.04% New 31,278 $2.2M
Sei Investments Co. 0.00% Add +11.7% 30,343 $2.1M
Retirement Systems of Alabama 0.01% Reduce -1.2% 30,106 $2.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.9% 30,078 $2.1M
John G Ullman & Associates Inc. 0.30% Reduce -58.6% 29,900 $2.1M
Klingenstein Fields & Co. LP 0.08% Reduce -1.3% 29,678 $2.1M
KBC Group NV 0.01% Reduce -6.9% 28,467 $2.0M
Boothbay Fund Management, LLC 0.07% Reduce -83.1% 28,454 $2.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% — 28,384 $2.0M
Focus Partners Wealth 0.01% Reduce -0.1% 28,298 $2.0M
Czech National Bank 0.02% Add +6.9% 28,146 $2.0M
Edmond DE Rothschild Holding S.A. 0.03% Add +27.8% 27,884 $1.9M
Robeco Institutional Asset Management B.V. 0.00% Add +29.0% 27,826 $1.9M
IFM Investors Pty Ltd 0.02% No change 27,351 $1.9M
Amalgamated Bank 0.02% Reduce -39.6% 27,185 $1.9M
Jefferies Financial Group Inc. 0.03% Add +120.4% 26,724 $1.9M
Creative Planning 0.00% Reduce -11.1% 26,627 $1.9M
Ancora Advisors LLC 0.04% Reduce -34.1% 26,174 $1.8M
TCTC Holdings, LLC 0.06% Reduce -0.4% 25,992 $1.8M
Tidal Investments LLC 0.02% Reduce -15.2% 25,823 $1.8M
SG Americas Securities, LLC 0.01% Add +62.4% 25,283 $1.8M
White Pine Capital LLC 0.60% Reduce -1.0% 24,990 $1.7M
Ontario Teachers Pension Plan Board 0.02% New 24,988 $1.7M
Wesleyan Assurance Society 0.14% Reduce -1.0% 24,775 $1.7M
Captrust Financial Advisors 0.01% Reduce -18.4% 24,554 $1.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -12.8% 24,510 $1.7M
Edgar Lomax Co. 0.10% Reduce -1.8% 23,648 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -23.9% 23,530 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -3.5% 23,469 $1.6M
UniSuper Management Pty Ltd 0.01% Reduce -0.9% 23,317 $1.6M
DNB Asset Management AS 0.01% No change 23,199 $1.6M
Meyer Handelman Co. 0.05% Reduce -51.7% 23,084 $1.6M
Utah Retirement Systems 0.02% No change 22,869 $1.6M
JT Stratford LLC 0.27% Add +487.7% 22,725 $1.6M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -2.4% 21,589 $1.5M
TrinityPoint Wealth, LLC 0.22% Reduce -38.0% 21,497 $1.5M
SilverOak Wealth Management LLC 0.34% Reduce -5.4% 21,441 $1.5M
Credit Agricole S A 0.01% Add +5.2% 20,986 $1.5M
Cypress Capital Group 0.16% Add +9.1% 20,706 $1.4M
Brown Advisory Inc. 0.00% Reduce -8.8% 20,390 $1.4M
Guggenheim Capital LLC 0.01% Reduce -38.2% 20,234 $1.4M
Private Advisor Group, LLC 0.01% Reduce -7.5% 19,944 $1.4M
Signal Advisors Wealth, LLC 0.20% New 19,746 $1.4M
Sanctuary Advisors, LLC 0.01% Add +95.6% 19,074 $1.4M
Occudo Quantitative Strategies LP 0.25% New 19,365 $1.4M
CIBC Asset Management Inc 0.00% Add +7.9% 19,291 $1.3M
Cibc World Markets Corp. 0.01% Add +5.2% 19,219 $1.3M
Xponance LLC 0.01% Reduce -3.7% 19,135 $1.3M
Alaska Permanent Fund Corp 0.02% No change 19,077 $1.3M
Orion Porfolio Solutions, LLC 0.01% New 18,878 $1.3M
Orion Portfolio Solutions, LLC 0.01% New 18,878 $1.3M
Bridgewater Associates 0.01% New 18,875 $1.3M
ProShare Advisors LLC 0.00% Reduce -42.1% 18,637 $1.3M
Calamos Advisors LLC 0.01% Reduce -2.4% 18,413 $1.3M
New York Life Investment Management LLC 0.01% Reduce -3.1% 18,370 $1.3M
Bank of Nova Scotia 0.00% Add +22.2% 18,098 $1.3M
Nissay Asset Management Corp. /Japan 0.01% Reduce -2.2% 17,879 $1.2M
Ensign Peak Advisors, Inc 0.00% Add +6.5% 17,771 $1.2M
Daiwa Securities Group Inc. 0.01% Add +12.2% 17,623 $1.2M
Cresset Asset Management, LLC 0.00% Reduce -21.1% 17,397 $1.2M
Simplex Trading, LLC 0.04% Reduce -50.4% 17,390 $1.2M
Commerce Bank 0.01% Add +25.3% 17,263 $1.2M
Keystone Financial Planning, Inc. 0.36% Reduce -0.1% 17,205 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Add +196.7% 17,062 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -2.0% 17,053 $1.2M
WINTON GROUP Ltd 0.08% Reduce -3.0% 16,906 $1.2M
Renaissance Technologies 0.00% New 16,900 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -6.0% 16,666 $1.2M
Y-Intercept (Hong Kong) Ltd 0.07% New 16,480 $1.1M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 16,327 $1.1M
State of Alaska, Department of Revenue 0.01% Add +7.2% 16,075 $1.1M
Verition Fund Management LLC 0.01% New 15,868 $1.1M
Trust Co. of Vermont 0.06% Reduce -2.3% 15,793 $1.1M
Marlowe Partners LP 4.20% New 15,743 $1.1M
Achmea Investment Management B.V. 0.02% Reduce -21.0% 15,622 $1.1M
&partners 0.02% New 14,991 $1.0M
Lido Advisors, LLC 0.01% Reduce -4.0% 14,804 $1.0M
Canvas Wealth Advisors, LLC 0.28% Reduce -2.0% 14,625 $1.0M
Choreo, LLC 0.01% Add +5.6% 15,020 $1.0M
Public Employees Retirement Association of Colorado 0.00% No change 14,484 $1.0M
Schroder Investment Management Group 0.00% Reduce -29.6% 14,881 $1.0M
Cwm, LLC 0.00% Add +60.3% 14,329 $999K
Macquarie Group Ltd. 0.00% Reduce -22.6% 14,241 $993K
Centiva Capital, LP 0.04% Add +32.1% 14,142 $986K
Rafferty Asset Management, LLC 0.00% Reduce -6.7% 14,013 $977K
Johnson Investment Counsel Inc. 0.01% Reduce -2.3% 13,978 $975K
Blair William & Co. 0.00% Reduce -16.4% 13,867 $967K
Paloma Partners Management Co 0.07% New 13,642 $951K
Focus Financial Network, Inc. 0.04% Reduce -6.4% 13,506 $942K
American Investment Services, Inc. 0.16% Reduce -20.2% 13,462 $939K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -6.4% 13,413 $935K
Elo Mutual Pension Insurance Co 0.02% Add +1.8% 13,040 $909K
Pathstone Holdings, LLC 0.00% Reduce -18.3% 13,024 $908K
Peapack Gladstone Financial Corp. 0.01% Reduce -33.8% 13,001 $906K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +16.7% 12,808 $875K
Synovus Financial Corp. 0.01% Reduce -15.1% 12,514 $872K
Ally Financial Inc. 0.11% No change 12,500 $872K
Lwmg, LLC 0.16% Add +3.7% 12,401 $865K
Glenmede Trust Co. NA 0.00% Reduce -47.6% 12,343 $861K
Redwood Investment Management, LLC 0.08% Add +152.6% 12,693 $858K
Vanguard Personalized Indexing Management, LLC 0.01% Add +28.2% 12,286 $857K
Snowden Capital Advisors LLC 0.03% Add +19.1% 12,058 $841K
Lazard Asset Management LLC 0.00% Add +67.8% 11,970 $834K
Brevan Howard Capital Management LP 0.04% New 11,869 $828K
Oregon Public Employees Retirement Fund 0.02% Reduce -0.8% 11,811 $823K
Corundum Group, Inc. 0.37% Reduce -50.1% 11,764 $820K
Allspring Global Investments Holdings, LLC 0.00% Reduce -94.1% 11,751 $819K
Atria Investments, Inc 0.01% Add +93.2% 11,699 $816K
Keeley-Teton Advisors, LLC 0.09% Reduce -0.0% 11,469 $800K
Regions Financial Corp. 0.01% Reduce -15.1% 11,458 $799K
Cohen Capital Management, Inc. 0.13% Reduce -3.1% 11,332 $790K
Teachers Retirement System of the State of Kentucky 0.01% No change 11,292 $788K
Burgundy Asset Management Ltd. 0.01% No change 11,250 $784K
Janus Henderson Group PLC 0.00% Reduce -31.5% 11,057 $771K
Carlson Capital Management 0.03% Reduce -30.9% 10,927 $762K
Palisade Asset Management, LLC 0.07% Reduce -38.0% 10,826 $755K
J.P. Marvel Investment Advisors, LLC 0.12% Reduce -8.6% 10,779 $752K
Mayar Capital Ltd. 0.72% Reduce -6.2% 10,551 $736K
Uncommon Cents Investing LLC 0.21% Add +4.9% 10,546 $735K
Harvey Investment Co. LLC 0.08% Reduce -33.4% 10,534 $734K
Tradition Wealth Management, LLC 0.07% Reduce -9.6% 10,526 $734K
Point72 Asia (Singapore) Pte. Ltd. 0.14% New 10,466 $730K
Salem Investment Counselors Inc. 0.02% Reduce -34.5% 10,318 $719K
Roberts Glore & Co. Inc. 0.21% Add +4.8% 10,316 $719K
GTS Securities LLC 0.01% Reduce -43.9% 10,194 $711K
Radnor Capital Management, LLC 0.11% Add +19.8% 10,174 $709K
Corundum Trust Company, INC 1.94% Reduce -0.1% 10,111 $705K
Cincinnati Specialty Underwriters Insurance CO 0.21% No change 10,025 $699K
Capital Investment Advisors, LLC 0.01% Reduce -20.2% 9,947 $694K
Silvercrest Asset Management Group LLC 0.00% Add +0.1% 9,800 $683K
Kestra Advisory Services, LLC 0.00% Reduce -39.7% 9,658 $673K
Kentucky Retirement Systems 0.02% Reduce -7.5% 9,626 $671K
Kornitzer Capital Management Inc. 0.01% Reduce -7.4% 9,622 $671K
Stratos Wealth Partners, LTD. 0.01% Add +11.0% 9,540 $665K
Nicollet Investment Management, Inc. 0.23% Reduce -10.0% 9,521 $664K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.3% 9,492 $662K
Fiduciary Trust Co 0.01% Reduce -27.8% 9,389 $655K
Great Lakes Advisors, LLC 0.01% New 9,325 $650K
Huntington National Bank 0.01% Reduce -26.1% 9,304 $649K
Natixis 0.00% New 9,234 $644K
Thrivent Financial for Lutherans 0.00% Reduce -7.0% 9,223 $643K
Panagora Asset Management Inc. 0.00% Add +10.2% 9,207 $642K
PrairieView Partners, LLC 0.07% Reduce -16.8% 9,196 $641K
Welch & Forbes LLC 0.01% Reduce -23.7% 9,110 $635K
Neuberger Berman Group LLC 0.00% Add +81.3% 9,107 $635K
Raymond James Trust N.A. 0.01% Reduce -34.9% 9,007 $628K
Washington Capital Management, Inc. 0.49% Add +83.7% 9,000 $627K
Brasada Capital Management, LP 0.11% New 9,000 $627K
Mizuho Securities USA LLC 0.01% Reduce -15.9% 8,960 $625K
Cohen Klingenstein LLC 0.02% Reduce -1.1% 8,954 $624K
Hartford Investment Management Co. 0.02% Reduce -1.1% 8,749 $610K
Accredited Investors Inc. 0.03% Add +14.1% 8,723 $608K
D.A. Davidson & Co. 0.01% Reduce -2.1% 8,665 $604K
Avantax Advisory Services, Inc. 0.00% Reduce -7.8% 8,643 $603K
Clifford Swan Investment Counsel LLC 0.02% Reduce -40.8% 8,625 $601K
Wesbanco Bank Inc. 0.02% Reduce -14.2% 8,414 $587K
Beacon Pointe Advisors, LLC 0.01% Reduce -2.8% 8,397 $585K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -22.0% 8,379 $584K
Integrated Wealth Concepts LLC 0.01% Reduce -26.8% 8,372 $584K
Diametric Capital, LP 0.29% Reduce -48.0% 8,369 $583K
Mercer Global Advisors Inc. 0.00% Reduce -37.3% 8,662 $583K
Retirement Capital Strategies 0.23% No change 8,357 $583K
Daiichi Life Insurance Co., Ltd. 0.01% No change 8,287 $578K
Crestline Management, L.P. 0.03% New 8,265 $576K
Poehling Capital Management, INC. 0.15% Reduce -51.1% 8,230 $574K
Virtu Financial LLC 0.03% New 8,141 $568K
HighPoint Advisor Group LLC 0.03% Reduce -2.8% 7,755 $562K
Prio Wealth Limited Partnership 0.02% Reduce -6.9% 8,045 $561K
DAVENPORT & Co LLC 0.00% Reduce -9.9% 8,040 $560K
Rakuten Investment Management, Inc. 0.00% Add +36.6% 8,202 $554K
Maryland State Retirement & Pension System 0.01% Reduce -26.0% 7,918 $552K
Becker Capital Management Inc. 0.02% Reduce -26.4% 7,891 $550K
Kinloch Capital, LLC 0.27% Reduce -3.7% 7,873 $549K
Louisiana State Employees Retirement System 0.01% Reduce -0.6% 7,800 $544K
Townsquare Capital LLC 0.01% New 7,800 $544K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -13.1% 7,657 $534K
Lakeside Advisors, INC. 0.33% Reduce -3.3% 7,552 $527K
Securian Asset Management, Inc. 0.02% Reduce -3.8% 7,538 $526K
RBF Capital, LLC 0.03% No change 7,500 $523K
First Hawaiian Bank 0.02% New 7,369 $514K
Bradley Foster & Sargent Inc. 0.01% Reduce -8.3% 7,313 $510K
CENTRAL TRUST Co 0.01% Reduce -11.9% 7,289 $508K
Crossmark Global Holdings, Inc. 0.01% Add +1.6% 7,270 $507K
Daymark Wealth Partners, LLC 0.02% Add +1.9% 7,198 $502K
Acadian Asset Management LLC 0.00% Reduce -78.6% 7,184 $500K
Mirador Capital Partners LP 0.09% Reduce -0.6% 7,011 $489K
Sunbelt Securities, Inc. 0.05% Reduce -10.9% 6,940 $484K
Wellington Management Group LLP 0.00% Reduce -68.0% 6,933 $483K
Strategic Planning Group, LLC 0.09% Reduce -12.2% 6,906 $481K
GAMCO Investors 0.00% Add +47.3% 6,899 $481K
Equitable Trust Co. 0.03% Add +7.5% 6,822 $476K
Great Valley Advisor Group, Inc. 0.01% Reduce -27.1% 6,787 $473K
New Mexico Educational Retirement Board 0.02% Reduce -2.9% 6,749 $471K
First Manhattan Co. Llc. 0.00% Reduce -12.8% 6,710 $468K
IVC Wealth Advisors LLC 0.25% Add +5.0% 6,649 $464K
Jensen Investment Management Inc. 0.00% No change 6,635 $463K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -1.0% 6,633 $462K
Hennessy Advisors Inc. 0.01% Reduce -1.5% 6,625 $462K
Quantinno Capital Management LP 0.01% New 6,426 $448K
AE Wealth Management LLC 0.00% New 6,313 $440K
E. Ohman J:or Asset Management AB 0.01% No change 6,300 $439K
Ground Swell Capital, LLC 0.62% New 6,260 $436K
Baxter Bros Inc. 0.06% Reduce -8.5% 6,193 $432K
Great Waters Wealth Management 0.06% Reduce -5.0% 6,190 $432K
USAdvisors Wealth Management, LLC 0.15% Reduce -14.4% 6,371 $430K
Heritage Investors Management Corp. 0.01% Reduce -13.3% 6,163 $430K
PFG Investments, LLC 0.03% Reduce -6.1% 6,144 $428K
1ST Source Bank 0.02% Reduce -7.3% 6,132 $428K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -0.1% 6,093 $425K
Prime Capital Investment Advisors, LLC 0.01% Reduce -17.3% 6,055 $422K
Buckley Wealth Management, LLC 0.13% Reduce -16.3% 6,030 $420K
Nichols & Pratt Advisers LLP 0.03% Reduce -2.0% 6,015 $419K
Argent Trust Co 0.02% Reduce -17.0% 6,014 $419K
XTX Topco Ltd 0.03% New 5,971 $416K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.9% 5,892 $411K
Mitchell Sinkler & Starr 0.10% Add +8.1% 5,854 $408K
Blue Trust, Inc. 0.01% New 7,711 $408K
Whittier Trust Co. 0.01% Reduce -19.4% 5,819 $406K
Norinchukin Bank, The 0.01% Add +17.1% 5,758 $401K
Sequoia Financial Advisors, LLC 0.00% Add +8.3% 5,737 $400K
Man Group plc 0.00% Reduce -92.0% 5,693 $397K
Bontempo Ohly Capital Mgmt LLC 0.18% Reduce -0.2% 5,644 $394K
Tiaa Trust, National Association 0.00% Reduce -24.2% 5,631 $393K
Glenview Trust Co 0.01% Reduce -9.7% 5,618 $392K
Unison Advisors LLC 0.05% No change 5,583 $389K
Sterling Capital Management LLC 0.01% — 5,575 $389K
Cincinnati Financial Corp. 0.01% New 5,524 $385K
FIL Ltd 0.00% Reduce -48.5% 5,486 $382K
NewEdge Advisors, LLC 0.00% Add +3.5% 5,464 $381K
Hall Laurie J Trustee 0.12% Add +4.3% 5,437 $380K
Cahill Financial Advisors Inc. 0.05% Reduce -1.2% 5,449 $380K
MBB Public Markets I LLC 0.03% Reduce -46.7% 5,400 $376K
MML Investors Services, LLC 0.00% Add +3.3% 5,345 $373K
Scientech Research LLC 0.07% New 5,339 $372K
MRP Capital Investments, LLC 0.35% New 5,300 $370K
Brown Brothers Harriman & Co. 0.00% Reduce -3.5% 5,293 $369K
Moloney Securities Asset Management, LLC 0.05% Reduce -28.3% 5,283 $368K
MAI Capital Management 0.00% Reduce -9.1% 5,270 $367K
Pallas Capital Advisors LLC 0.02% New 4,982 $365K
Stephens Inc. 0.01% Reduce -22.4% 5,222 $364K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.6% 5,206 $363K
Sweet Financial Partners, LLC 0.08% Reduce -4.7% 5,186 $362K
Truvestments Capital LLC 0.10% Reduce -7.9% 5,173 $361K
Bokf, NA 0.01% Reduce -15.5% 5,340 $359K
NEOS Investment Management LLC 0.01% Add +18.8% 5,123 $357K
EP Wealth Advisors, LLC 0.00% New 5,091 $355K
Haverford Trust Co 0.00% Reduce -22.4% 5,013 $350K
S&co Inc. 0.02% Reduce -13.5% 5,020 $349K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +4.2% 4,966 $346K
Foundations Investment Advisors, LLC 0.01% New 4,949 $345K
Investment Management Corp of Ontario 0.01% New 4,931 $344K
Public Sector Pension Investment Board 0.00% Add +22.4% 4,920 $343K
Financial Counselors Inc. 0.01% Reduce -17.1% 4,905 $342K
Ieq Capital, LLC 0.00% New 4,895 $341K
Madison Asset Management, LLC 0.00% No change 4,875 $340K
Walleye Trading LLC 0.01% Add +20.8% 4,867 $339K
V-Square Quantitative Management LLC 0.05% Reduce -10.9% 4,838 $337K
OMERS ADMINISTRATION Corp 0.00% Reduce -52.8% 4,802 $335K
Empirical Finance, LLC 0.02% Add +2.3% 4,761 $332K
Vontobel Holding Ltd. 0.00% Reduce -20.5% 4,740 $330K
Old National Bancorp 0.01% Reduce -43.9% 4,714 $329K
Catalyst Funds Management Pty Ltd 0.07% New 4,700 $328K
Kanawha Capital Management LLC 0.02% Reduce -34.6% 4,688 $327K
Federation des caisses Desjardins du Quebec 0.00% Add +2.5% 4,645 $324K
Tealwood Asset Management Inc. 0.14% New 4,601 $321K
Centaurus Financial, Inc. 0.02% New 4,599 $321K
Fifth Third Bancorp 0.00% Reduce -24.3% 4,597 $321K
Perigon Wealth Management, LLC 0.01% Reduce -31.3% 4,582 $319K
Busey Bank 0.01% Reduce -37.0% 4,555 $318K
Intech Investment Management LLC 0.00% New 4,553 $317K
Oppenheimer & Co. Inc. 0.00% New 4,524 $315K
CHICAGO TRUST Co NA 0.06% New 4,486 $313K
Bluespring Wealth Management, LLC 0.03% Add +0.5% 4,457 $311K
Metis Global Partners, LLC 0.01% Reduce -0.9% 4,448 $310K
SpiderRock Advisors, LLC 0.01% New 4,429 $309K
O'shaughnessy Asset Management, LLC 0.00% Reduce -16.0% 4,444 $308K
Argyle Capital Management, LLC 0.12% Reduce -6.5% 4,412 $308K
Camelot Portfolios, LLC 0.30% Reduce -36.6% 4,382 $306K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 4,378 $305K
Kestra Private Wealth Services, LLC 0.01% New 4,368 $305K
KKM Financial LLC 0.15% Add +7.9% 4,367 $304K
Koshinski Asset Management, Inc. 0.03% Reduce -5.9% 4,334 $302K
Schulhoff & Co. Inc. 0.13% Reduce -2.8% 4,300 $300K
Lee Danner & Bass Inc. 0.02% Reduce -1.9% 4,277 $298K
Wedbush Securities Inc. 0.01% Reduce -55.1% 4,270 $298K
Clearstead Advisors, LLC 0.00% Reduce -7.5% 4,258 $297K
Monarch Capital Management Inc. 0.08% Reduce -26.9% 4,209 $293K
Siemens Fonds Invest GmbH 0.02% Reduce -10.3% 4,208 $293K
OneDigital Investment Advisors LLC 0.00% Reduce -13.5% 4,169 $291K
Rwa Wealth Partners, LLC 0.00% Reduce -10.4% 4,094 $285K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -8.2% 4,091 $285K
Cannell & Spears LLC 0.01% New 4,048 $282K
Wolverine Trading, LLC 0.01% Reduce -63.2% 4,159 $281K
National Bank of Canada 0.00% Reduce -33.9% 4,028 $281K
Apollon Wealth Management, LLC 0.01% Reduce -7.5% 3,993 $278K
Wealthspire Advisors, LLC 0.00% New 3,990 $278K
FNY Investment Advisers, LLC 0.13% Reduce -71.1% 3,950 $275K
First Citizens Bank & Trust Co. 0.01% Add +0.3% 3,928 $274K
Tower Research Capital LLC (TRC) 0.01% Reduce -40.6% 3,927 $274K
Wescott Financial Advisory Group, LLC 0.03% Add +0.4% 3,923 $274K
UMB Bank, n.a. 0.00% Reduce -14.2% 3,898 $272K
Leverty Financial Group, LLC 0.15% Reduce -15.9% 3,852 $269K
Buttonwood Financial Advisors Inc. 0.12% New 3,840 $268K
IHT Wealth Management, LLC 0.01% New 3,873 $266K
Cibc World Market Inc. 0.00% Reduce -65.9% 3,820 $266K
AlTi Global, Inc. 0.01% Reduce -14.3% 3,794 $265K
Dark Forest Capital Management LP 0.03% New 3,790 $264K
StoneX Group Inc. 0.02% Reduce -13.0% 3,774 $263K
Rossmore Private Capital 0.03% Reduce -11.7% 3,761 $262K
HM Payson & Co. 0.00% Reduce -24.8% 3,755 $262K
Humankind Investments LLC 0.09% New 3,749 $261K
Aspiriant, LLC 0.01% Reduce -4.0% 3,705 $258K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -24.4% 3,705 $258K
Savant Capital, LLC 0.00% Reduce -22.0% 3,681 $257K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -17.0% 3,697 $257K
Allworth Financial LP 0.00% Reduce -3.0% 3,654 $255K
Rothschild Investment LLC 0.02% Reduce -13.5% 3,652 $255K
Ratan Capital Management LP 0.07% No change 4,800 $254K
Boston Trust Walden Corp 0.00% Reduce -9.5% 3,636 $254K
Cornerstone Advisors, LLC 0.01% Add +33.0% 3,625 $253K
Donoghue Forlines LLC 0.07% New 3,611 $252K
Farmers & Merchants Investments Inc. 0.01% Reduce -2.5% 3,579 $250K
Douglass Winthrop Advisors, LLC 0.00% New 3,579 $250K
Patten & Patten Inc. 0.02% Reduce -27.1% 3,538 $247K
Curi Capital, LLC 0.01% New 3,534 $246K
Focus Partners Advisor Solutions, LLC 0.01% New 3,480 $243K
Sigma Planning Corp 0.01% New 3,450 $241K
Keystone Financial Group 0.03% New 3,445 $240K
Diversify Wealth Management, LLC 0.02% New 3,303 $239K
CI Investments Inc. 0.00% New 3,435 $239K
Allred Capital Management, LLC 0.09% New 3,422 $239K
Dakota Wealth Management 0.01% Reduce -77.4% 3,398 $237K
Biltmore Family Office, LLC 0.04% New 3,385 $236K
AdvisorNet Financial, Inc 0.02% Reduce -4.8% 3,363 $234K
Howe & Rusling Inc. 0.02% New 3,358 $234K
Motley Fool Asset Management LLC 0.01% New 3,448 $232K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 3,313 $231K
B. Metzler seel. Sohn & Co. AG 0.00% New 3,313 $231K
Romano Brothers and Company 0.03% New 3,292 $230K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -14.4% 3,272 $228K
Landscape Capital Management, L.L.C. 0.02% New 3,258 $227K
First National Bank & Trust Co. of Newtown 0.04% New 3,243 $226K
Cornercap Investment Counsel Inc. 0.07% Reduce -27.6% 3,227 $225K
Machina Capital S.A.S. 0.09% New 3,205 $223K
HTLF Bank 0.02% New 3,183 $222K
Armstrong Henry H Associates Inc. 0.02% New 3,175 $221K
Gabelli Funds LLC 0.00% New 3,171 $221K
Clearbridge Investments, LLC 0.00% New 3,135 $219K
Larson Financial Group LLC 0.01% Reduce -19.2% 3,125 $218K
Evercore Wealth Management, LLC 0.00% New 3,122 $218K
Choate Investment Advisors 0.01% Reduce -30.0% 3,113 $217K
Financial Perspectives, Inc 0.07% Reduce -12.8% 3,100 $216K
LSV Asset Management 0.00% No change 3,100 $216K
Banco Santander, S.A. 0.00% New 3,077 $215K
Concurrent Investment Advisors, LLC 0.01% New 3,050 $213K
Prelude Capital Management, LLC 0.02% Reduce -63.1% 3,048 $213K
Affiance Financial, LLC 0.05% New 3,013 $210K
Plato Investment Management Ltd 0.02% No change 3,010 $210K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% New 3,000 $209K
NorthCoast Asset Management LLC 0.00% New 5,102 $207K
Gallagher Fiduciary Advisors, LLC 0.04% New 2,967 $207K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 2,947 $205K
Groupama Asset Managment 0.01% Add +0.4% 3,665 $205K
Parallel Advisors, LLC 0.00% Add +47.4% 2,940 $205K
Wimmer Associates 1, LLC 0.10% New 2,938 $205K
DT Investment Partners, LLC 0.02% No change 2,936 $205K
CoreCap Advisors, LLC 0.01% Reduce -8.3% 2,931 $204K
Birmingham Capital Management Co. Inc. 0.07% Reduce -58.3% 2,930 $204K
Burney Co./ 0.01% New 2,913 $203K
Jones Financial Companies LLLP 0.00% Add +50.9% 2,948 $202K
Two Sigma Securities, LLC 0.02% New 2,889 $201K
Mengis Capital Management, Inc. 0.04% Reduce -30.2% 2,885 $201K
Bahl & Gaynor LLC 0.00% New 2,871 $200K
Covestor Ltd 0.12% Add +822.6% 2,740 $191K
Private Trust Co. NA 0.02% Reduce -13.3% 2,723 $190K
Investors Research Corp 0.04% No change 2,667 $186K
Smithfield Trust Co 0.01% Reduce -9.8% 2,637 $184K
Vestcor Inc 0.01% No change 2,619 $183K
GAMMA Investing LLC 0.02% Add +75.9% 2,461 $172K
Gifford Fong Associates 0.04% Reduce -0.0% 2,437 $170K
Financial Gravity Companies, Inc. 0.05% — 2,436 $170K
HighMark Wealth Management LLC 0.09% Add +8.0% 2,433 $170K
Cetera Trust Company, N.A 0.10% Reduce -7.2% 2,412 $168K
Cherry Tree Wealth Management, LLC 0.03% No change 2,025 $141K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -6.8% 2,000 $139K
American National Bank & Trust 0.02% Reduce -8.9% 1,953 $136K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -13.6% 1,640 $136K
Horizon Investments, LLC 0.00% Reduce -1.3% 1,874 $131K
Asset Dedication, LLC 0.01% Reduce -21.7% 1,856 $129K
International Assets Investment Management, LLC 0.01% Reduce -25.1% 1,854 $129K
TFC Financial Management, Inc. 0.02% No change 1,844 $129K
North Star Investment Management Corp. 0.01% Reduce -2.8% 1,814 $126K
Luken Investment Analytics, LLC 0.06% No change 1,810 $126K
Guardian Wealth Management, Inc. 0.09% Add +0.5% 1,804 $126K
Independence Bank of Kentucky 0.03% Add +15.0% 1,760 $123K
Montag A & Associates Inc. 0.01% Reduce -2.9% 1,752 $122K
Bessemer Group Inc. 0.00% Reduce -29.4% 1,692 $117K
Proffitt & Goodson Inc. 0.02% Add +6.0% 1,612 $112K
Broadwater Capital Management LLC 0.08% No change 1,599 $111K
Bollard Group LLC 0.00% No change 1,584 $110K
First Horizon Advisors, Inc. 0.00% Add +42.6% 1,572 $110K
St Germain D J Co. Inc. 0.01% Reduce -12.5% 1,547 $108K
Eastern Bank 0.00% New 1,509 $105K
Ameritas Investment Partners, Inc. 0.00% No change 1,494 $104K
Ridgewood Investments LLC 0.05% Reduce -32.0% 1,469 $102K
Avior Wealth Management, LLC 0.00% Reduce -21.9% 1,410 $98K
Harbour Investments, Inc. 0.00% Add +5.8% 1,394 $97K
Baldwin Wealth Partners LLC 0.01% Reduce -6.5% 1,379 $96K
Core Alternative Capital 0.02% No change 1,351 $94K
Chelsea Counsel Co. 0.05% Reduce -0.1% 1,316 $92K
JNBA Financial Advisors 0.01% Reduce -2.5% 1,299 $91K
Caldwell Trust Co 0.01% Reduce -17.1% 1,232 $86K
WASHINGTON TRUST Co 0.00% No change 1,188 $83K
Country Trust Bank 0.00% No change 1,184 $83K
WR Wealth Planners, LLC 0.02% Add +0.8% 1,174 $82K
Creative Financial Designs Inc. 0.01% Reduce -29.0% 1,141 $80K
Ransom Advisory, Ltd 0.04% Reduce -22.5% 1,087 $76K
MassMutual Private Wealth & Trust, FSB 0.00% Add +64.9% 1,072 $75K
Farther Finance Advisors, LLC 0.00% Add +11.5% 1,046 $73K
Waldron Private Wealth LLC 0.00% New 1,033 $72K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Add +2.3% 1,021 $71K
Compagnie Lombard Odier SCmA 0.00% Reduce -44.8% 1,015 $71K
Duncker Streett & Co. Inc. 0.01% Reduce -21.6% 1,001 $70K
Parkside Financial Bank & Trust 0.01% Reduce -8.7% 997 $70K
Logan Capital Management Inc. 0.00% Reduce -4.1% 977 $68K
TD Waterhouse Canada Inc. 0.00% Reduce -16.9% 987 $66K
Bank & Trust Co 0.05% Reduce -0.4% 941 $66K
JTC Employer Solutions Trustee Ltd 0.00% No change 903 $63K
Global Retirement Partners, LLC 0.00% Reduce -52.3% 886 $62K
Colonial Trust Advisors 0.01% Reduce -37.3% 881 $61K
Exchange Traded Concepts, LLC 0.00% New 865 $60K
CVA Family Office, LLC 0.01% Reduce -0.1% 857 $60K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -6.5% 851 $59K
Webster Bank, N. A. 0.01% Reduce -9.3% 844 $59K
Hantz Financial Services, Inc. 0.00% Reduce -0.4% 832 $58K
Carolinas Wealth Consulting LLC 0.01% No change 815 $57K
Kelly Lawrence W & Associates Inc. 0.01% Reduce -8.5% 811 $57K
Manchester Capital Management LLC 0.01% Reduce -0.5% 794 $55K
Avalon Trust Co 0.00% No change 750 $52K
Markel Group 0.00% Reduce -99.0% 750 $52K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 750 $52K
Laurel Wealth Advisors LLC 0.01% Reduce -42.1% 741 $52K
Key Financial Inc 0.01% No change 737 $51K
Tompkins Financial Corp. 0.00% Reduce -44.8% 722 $50K
Federated Hermes, Inc. 0.00% Add +183.7% 712 $50K
Earned Wealth Advisors, LLC 0.01% New 703 $49K
Center for Financial Planning, Inc. 0.01% Reduce -65.8% 689 $48K
Quadrant Capital Group LLC 0.00% Reduce -1.7% 681 $47K
Caldwell Sutter Capital, Inc. 0.02% Reduce -11.5% 679 $47K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 675 $47K
Principal Securities, Inc. 0.00% Reduce -29.1% 675 $47K
Teachers Insurance & Annuity Association of America 0.07% — 662 $46K
Arrow Financial Corp 0.00% Reduce -22.5% 662 $46K
Sittner & Nelson, LLC 0.02% Reduce -30.6% 661 $46K
IFP Advisors, Inc 0.00% Reduce -62.9% 661 $46K
Lindbrook Capital, LLC 0.00% Reduce -21.5% 655 $46K
Clean Yield Group 0.01% Reduce -10.3% 650 $45K
Princeton Global Asset Management LLC 0.01% Reduce -1.7% 649 $45K
United Community Bank 0.02% No change 637 $44K
Pinnacle Bancorp, Inc. 0.01% Reduce -1.9% 631 $44K
GPS Wealth Strategies Group, LLC 0.01% Reduce -11.9% 629 $44K
CNB Bank 0.02% Reduce -17.7% 624 $44K
Bray Capital Advisors 0.01% Reduce -34.3% 624 $44K
LGT Financial Advisors LLC 0.10% New 606 $42K
Oakworth Capital, Inc. 0.00% Reduce -27.7% 603 $42K
Sentry Investment Management LLC 0.02% No change 602 $42K
Pinnacle Financial Partners Inc 0.00% New 602 $42K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 600 $42K
Catalyst Capital Advisors LLC 0.00% No change 598 $42K
Bangor Savings Bank 0.00% Reduce -5.5% 596 $42K
Peoples Bank 0.03% New 586 $41K
Archer Investment Corp 0.01% Reduce -9.9% 582 $41K
Sound Income Strategies, LLC 0.00% Add +1.6% 579 $40K
Heritage Wealth Advisors 0.00% No change 576 $40K
Boit C F David 0.02% Reduce -74.8% 590 $40K
Johnson Financial Group, Inc. 0.00% Reduce -47.2% 568 $40K
Pflug Koory, LLC 0.00% — 562 $39K
Lanark Financial, Inc. 0.00% Add +8.7% 563 $39K
LRI Investments, LLC 0.00% No change 572 $39K
Twin Lakes Capital Management, LLC 0.03% No change 557 $39K
GHP Investment Advisors, Inc. 0.00% No change 553 $39K
S.A. Mason LLC 0.02% No change 548 $38K
Allianz SE 0.00% Reduce -57.2% 544 $38K
Studio Investment Management LLC 0.01% Reduce -0.6% 541 $38K
SouthState Bank Corp 0.00% Reduce -21.4% 530 $37K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -5.9% 525 $37K
Signaturefd, LLC 0.00% Reduce -55.3% 511 $36K
Addison Advisors LLC 0.01% Reduce -10.9% 507 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 503 $35K
Fourpath Capital Management, LLC 0.01% New 502 $35K
Cullen/Frost Bankers, Inc. 0.00% Reduce -60.7% 500 $35K
Richard W. Paul & Associates, LLC 0.01% No change 486 $34K
True Wealth Design, LLC 0.01% Add +23550.0% 473 $33K
Harbor Investment Advisory, LLC 0.00% Reduce -29.8% 471 $33K
Hollencrest Capital Management 0.00% No change 465 $32K
EverSource Wealth Advisors, LLC 0.00% Add +14.3% 464 $32K
Plante Moran Financial Advisors, LLC 0.00% Reduce -67.9% 446 $31K
MV Capital Management, Inc. 0.00% Reduce -3.0% 445 $31K
Washington Trust Advisors, Inc. 0.00% No change 427 $30K
NFSG Corp 0.01% Reduce -14.9% 388 $27K
Hazlett, Burt & Watson, Inc. 0.01% No change 387 $27K
Crewe Advisors LLC 0.00% Reduce -56.9% 382 $27K
Mather Group, Llc. 0.00% New 381 $27K
SRH Advisors, LLC 0.01% No change 375 $26K
Copeland Capital Management, LLC 0.00% New 374 $26K
Grove Bank & Trust 0.00% Add +8.9% 367 $26K
Mendota Financial Group, LLC 0.01% No change 360 $25K
Quent Capital, LLC 0.00% Add +0.9% 352 $24K
Winch Advisory Services, LLC 0.01% Reduce -60.6% 350 $24K
Peoples Financial Services Corp. 0.01% Reduce -46.0% 349 $24K
Concourse Financial Group Securities, Inc. 0.00% Reduce -38.9% 327 $23K
Hexagon Capital Partners LLC 0.00% Reduce -49.2% 318 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 317 $22K
Strengthening Families & Communities, LLC 0.01% Reduce -11.8% 313 $22K
Sugarloaf Wealth Management, LLC 0.00% Reduce -21.5% 306 $21K
Riverview Trust Co 0.02% Reduce -25.8% 302 $21K
Capital Advisors, Ltd. LLC 0.00% Reduce -2.3% 304 $21K
Acima Private Wealth, LLC 0.01% No change 300 $21K
Armstrong Advisory Group, Inc. 0.00% No change 297 $21K
Clearstead Trust, LLC 0.00% Reduce -30.1% 295 $21K
Christopher J. Hasenberg, Inc 0.01% Reduce -7.0% 304 $20K
Boyd Watterson Asset Management LLC 0.01% No change 290 $20K
NCP Inc. 0.01% Reduce -57.1% 281 $20K
Citizens National Bank Trust Department 0.00% Reduce -72.7% 281 $20K
BOK Financial Private Wealth, Inc. 0.00% Add +578.0% 278 $19K
Cromwell Holdings LLC 0.01% New 274 $19K
M&R Capital Management Inc. 0.00% Reduce -46.3% 273 $19K
GW&K Investment Management, LLC 0.00% Add +5.4% 272 $19K
Sachetta, LLC 0.01% Reduce -18.6% 259 $18K
Frazier Financial Advisors, LLC 0.01% Reduce -28.0% 257 $18K
Iron Horse Wealth Management, LLC 0.01% Add +87.6% 257 $18K
Hilltop National Bank 0.01% Reduce -19.7% 257 $18K
Towne Trust Company, N.A 0.01% Reduce -71.4% 250 $17K
Blume Capital Management, Inc. 0.00% Reduce -23.1% 250 $17K
Community Bank, N.A. 0.00% Reduce -16.7% 250 $17K
Hemington Wealth Management 0.00% New 246 $17K
Birchbrook, Inc. 0.01% Reduce -9.4% 240 $17K
Global Trust Asset Management, LLC 0.01% Reduce -9.1% 240 $17K
Cedar Mountain Advisors, LLC 0.00% No change 238 $17K
Indiana Trust & Investment Management Co 0.01% Reduce -48.2% 232 $16K
Ostrum Asset Management 0.00% Add +1.3% 228 $16K
Concord Wealth Partners 0.00% Add +11.4% 225 $16K
CoreFirst Bank & Trust 0.01% New 220 $15K
Hobbs Group Advisors, LLC 0.01% No change 219 $15K
Disciplined Equity Management, Inc. 0.01% Reduce -94.7% 218 $15K
Platinum Investment Management Ltd. 0.00% Reduce -14.9% 217 $15K
Valley National Advisers Inc. 0.00% Reduce -16.4% 229 $15K
Estabrook Capital Management 0.00% No change 214 $15K
Northwest Financial Advisors 0.01% New 210 $15K
Deseret Mutual Benefit Administrators 0.01% Reduce -56.4% 209 $15K
Capital Analysts, LLC 0.00% No change 198 $14K
Oarsman Capital, Inc. 0.00% New 200 $14K
Robinswood Financial LLC 0.01% Add +8.7% 199 $14K
City State Bank 0.00% Reduce -80.7% 194 $14K
Elevation Wealth Partners, LLC 0.01% No change 191 $13K
Peterson Financial Group, Inc. 0.05% New 184 $13K
Pension & Wealth Management Advisors, Inc. 0.01% No change 184 $13K
Delta Asset Management LLC 0.00% No change 184 $13K
Bogart Wealth, LLC 0.00% Reduce -17.1% 180 $13K
Beacon Capital Management, LLC 0.00% No change 176 $12K
Optimum Investment Advisors 0.01% No change 175 $12K
Smartleaf Asset Management LLC 0.00% Add +39.7% 176 $12K
Perkins Coie Trust Co 0.00% No change 168 $12K
NBT Bank, N.A. 0.00% Add +568.0% 167 $12K
Cypress Capital Management LLC (WY) 0.01% No change 165 $12K
SOA Wealth Advisors, LLC. 0.00% Reduce -7.9% 163 $11K
Salomon & Ludwin, LLC 0.00% Reduce -40.9% 156 $11K
Rosenberg Matthew Hamilton 0.00% No change 155 $11K
MidAtlantic Capital Management, Inc. 0.01% New 150 $10K
LFA - Lugano Financial Advisors SA 0.01% No change 150 $10K
Colonial Trust Co / SC 0.00% Reduce -42.5% 150 $10K
Kimelman & Baird, LLC 0.00% Reduce -87.0% 150 $10K
Chilton Capital Management LLC 0.00% No change 150 $10K
Eagle Bay Advisors LLC 0.00% Reduce -71.3% 149 $10K
Ascentis Independent Advisors 0.00% New 149 $10K
Carmichael Hill & Associates, Inc. 0.00% Add +102.7% 148 $10K
First Command Advisory Services, Inc. 0.00% Reduce -23.4% 147 $10K
GS Investments, Inc. 0.00% No change 146 $10K
Anchor Investment Management, LLC 0.00% Reduce -59.6% 146 $10K
Ulland Investment Advisors, LLC 0.01% No change 146 $10K
Resources Management Corp. /CT/ 0.00% Reduce -9.1% 150 $10K
FinTrust Capital Advisors, LLC 0.00% Add +11.9% 141 $10K
Bell Investment Advisors, Inc 0.00% Reduce -2.1% 139 $10K
TruNorth Capital Management, LLC 0.00% Add +70.0% 136 $9K
Vermillion & White Wealth Management Group, LLC 0.01% No change 134 $9K
Gilliland Jeter Wealth Management LLC 0.00% No change 131 $9K
Barrett & Company, Inc. 0.00% No change 130 $9K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 130 $9K
TD Capital Management LLC 0.00% No change 130 $9K
Coston, McIsaac & Partners 0.00% No change 136 $9K
Providence Capital Advisors, LLC 0.00% No change 129 $9K
Union Savings Bank 0.00% Reduce -9.9% 128 $9K
Tanglewood Legacy Advisors, LLC 0.00% No change 125 $9K
Old Second National Bank of Aurora 0.00% No change 125 $9K
Standard Family Office LLC 0.01% No change 124 $9K
Nordwand Advisors, LLC 0.00% No change 124 $9K
Bank of New Hampshire 0.00% Reduce -32.6% 122 $9K
HHM Wealth Advisors, LLC 0.00% Add +0.8% 122 $9K
Stephens Consulting, LLC 0.00% Reduce -67.8% 119 $8K
WFA of San Diego, LLC 0.01% No change 115 $8K
Jaffetilchin Investment Partners, LLC 0.00% New 113 $8K
Evermay Wealth Management LLC 0.00% Reduce -55.2% 112 $8K
Compass Wealth Management LLC 0.00% No change 110 $8K
TD Private Client Wealth LLC 0.00% Add +1.0% 105 $7K
MCF Advisors LLC 0.00% Reduce -84.5% 103 $7K
Rise Advisors, LLC 0.00% Reduce -4.6% 103 $7K
Assetmark, Inc. 0.00% Add +3.0% 102 $7K
Hartford Financial Management Inc. 0.00% No change 100 $7K
Albion Financial Group 0.00% No change 100 $7K
Sandy Spring Bank 0.00% Reduce -72.7% 99 $7K
PSI Advisors, LLC 0.00% Reduce -7.8% 95 $7K
McIlrath & Eck, LLC 0.00% Reduce -7.8% 94 $7K
Global Wealth Strategies & Associates 0.00% New 93 $6K
IAG Wealth Partners, LLC 0.00% Reduce -29.6% 93 $6K
GeoWealth Management, LLC 0.00% New 92 $6K
Bruce G. Allen Investments, LLC 0.00% Add +295.6% 91 $6K
Eukles Asset Management 0.00% Reduce -85.7% 90 $6K
Tortoise Investment Management, LLC 0.00% No change 89 $6K
Valued Wealth Advisors LLC 0.00% No change 87 $6K
Briaud Financial Planning Inc 0.00% No change 94 $6K
Centerpoint Advisors, LLC 0.00% No change 93 $6K
Beach Investment Counsel Inc. 0.00% Reduce -83.7% 83 $6K
Mascoma Wealth Management LLC 0.00% No change 85 $6K
Planning Capital Management Corp 0.00% Reduce -89.3% 82 $6K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 82 $6K
Livelsberger Financial Advisory 0.12% New 80 $6K
Painted Porch Advisors LLC 0.00% Reduce -35.3% 79 $6K
Prestige Wealth Management Group LLC 0.00% Reduce -21.2% 78 $5K
Dunhill Financial, LLC 0.00% Add +42.6% 77 $5K
West Branch Capital LLC 0.00% New 77 $5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -64.6% 73 $5K
Burkett Financial Services, LLC 0.00% No change 75 $5K
American Capital Advisory, LLC 0.00% New 74 $5K
Continuum Advisory, LLC 0.00% Add +155.2% 74 $5K
Loomis Sayles & Co. L P 0.00% Add +1.3% 78 $5K
Trivant Custom Portfolio Group, LLC 0.00% No change 70 $5K
Miller Wealth Advisors, LLC 0.00% No change 67 $5K
Cape Investment Advisory, Inc. 0.00% Reduce -21.8% 68 $5K
JFS Wealth Advisors, LLC 0.00% No change 68 $5K
Glass Jacobson Investment Advisors llc 0.00% Reduce -60.1% 67 $5K
Mfa Wealth Advisors, LLC 0.00% Add +11.9% 66 $5K
Kozak & Associates, Inc. 0.00% Reduce -7.3% 64 $5K
Voisard Asset Management Group, Inc. 0.00% Reduce -26.5% 61 $4K
Private Wealth Management Group, LLC 0.00% Reduce -4.7% 61 $4K
Brooklyn Investment Group 0.00% New 60 $4K
Centennial Bank 0.00% No change 60 $4K
Tributary Capital Management, LLC 0.00% No change 60 $4K
Horizon Bancorp Inc. 0.00% No change 62 $4K
Pacific Center for Financial Services 0.00% No change 54 $4K
Aspire Private Capital, LLC 0.00% No change 53 $4K
Versant Capital Management, Inc 0.00% Add +103.8% 53 $4K
Venturi Wealth Management, LLC 0.00% Reduce -42.9% 52 $4K
Financial Freedom, LLC 0.00% No change 52 $4K
Trust Co 0.00% Reduce -51.0% 51 $4K
ORG Partners LLC 0.00% Reduce -93.4% 51 $4K
WealthCollab, LLC 0.00% Reduce -30.6% 50 $3K
AllSquare Wealth Management LLC 0.00% No change 50 $3K
Kessler Investment Group, LLC 0.00% No change 50 $3K
Thompson Investment Management, Inc. 0.00% No change 50 $3K
Valley Wealth Managers, Inc. 0.00% No change 50 $3K
Cranbrook Wealth Management, LLC 0.00% No change 49 $3K
Tidemark, LLC 0.00% No change 48 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -84.3% 46 $3K
Arax Advisory Partners 0.00% Reduce -30.8% 45 $3K
Zions Bancorporation, N.A. 0.00% Add +46.7% 44 $3K
Keener Financial Planning LLC 0.00% No change 49 $3K
Winthrop Capital Management, LLC 0.00% No change 39 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 48 $3K
Annapolis Financial Services, LLC 0.00% No change 43 $3K
Leonteq Securities AG 0.00% Reduce -79.3% 42 $3K
DB Fitzpatrick & Co, Inc 0.00% No change 41 $3K
Tradewinds Capital Management, LLC 0.00% No change 41 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 41 $3K
Northwest Investment Counselors, LLC 0.00% New 40 $3K
Walleye Capital LLC 0.00% Reduce -99.8% 40 $3K
IFS Advisors, LLC 0.00% No change 39 $3K
Abound Wealth Management 0.00% Add +5.7% 37 $3K
Operose Advisors LLC 0.00% Reduce -58.9% 37 $3K
Raffa Wealth Management, LLC 0.00% No change 37 $3K
Fortis Group Advisors, LLC 0.00% No change 37 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 36 $3K
Raelipskie Partnership 0.00% No change 35 $2K
Wolff Wiese Magana LLC 0.00% No change 33 $2K
NewSquare Capital LLC 0.00% No change 33 $2K
Wiser Advisor Group LLC 0.00% No change 32 $2K
Piscataqua Savings Bank 0.00% No change 32 $2K
Atticus Wealth Management, LLC 0.00% No change 29 $2K
Ashton Thomas Securities, LLC 0.00% New 29 $2K
Pin Oak Investment Advisors Inc. 0.00% Reduce -18.4% 40 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -43.9% 32 $2K
Tsfg, LLC 0.00% Reduce -6.9% 27 $2K
Darwin Wealth Management, LLC 0.00% New 28 $2K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 28 $2K
Halpern Financial, Inc. 0.00% Reduce -37.2% 27 $2K
Hoey Investments, Inc. 0.00% No change 34 $2K
PFS Partners, LLC 0.00% No change 25 $2K
Accent Capital Management, LLC 0.00% No change 25 $2K
Game Plan Financial Advisors, LLC 0.00% No change 25 $2K
St. Johns Investment Management Company, LLC 0.00% No change 25 $2K
FWL Investment Management, LLC 0.00% No change 25 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 25 $2K
Field & Main Bank 0.00% No change 25 $2K
Morton Brown Family Wealth, LLC 0.00% No change 25 $2K
EnRich Financial Partners LLC 0.00% No change 25 $2K
Arlington Trust Co LLC 0.00% Reduce -60.3% 25 $2K
First Financial Corp. 0.00% Reduce -20.0% 24 $2K
Kiely Wealth Advisory Group, Inc. 0.00% No change 23 $2K
Bellevue Asset Management, LLC 0.00% No change 23 $2K
Fortitude Family Office, LLC 0.00% Add +100.0% 22 $2K
Front Row Advisors LLC 0.00% Reduce -46.3% 22 $2K
Beaird Harris Wealth Management, LLC 0.00% Reduce -89.7% 20 $1K
First United Bank & Trust 0.00% Reduce -73.7% 20 $1K
CBIZ Investment Advisory Services, LLC 0.00% New 20 $1K
Tucker Asset Management LLC 0.00% No change 19 $1K
Toth Financial Advisory Corp. 0.00% Reduce -20.8% 19 $1K
William B. Walkup & Associates, Inc. 0.00% No change 19 $1K
Moser Wealth Advisors, LLC 0.00% No change 18 $1K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 17 $1K
Gould Capital, LLC 0.00% No change 17 $1K
Transcendent Capital Group LLC 0.00% Reduce -89.2% 16 $1K
AlphaMark Advisors, LLC 0.00% No change 20 $1K
Avion Wealth 0.00% No change 22 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -97.7% 10 $1K
Northwest Bank & Trust Co 0.00% No change 13 $906
Gen-Wealth Partners Inc 0.00% No change 12 $883
Cornerstone Planning Group LLC 0.00% Reduce -93.9% 12 $880
Rogco, LP 0.00% No change 12 $837
First Personal Financial Services 0.00% Reduce -33.3% 12 $837
Legacies Wealth LLC 0.00% New 11 $767
ZynergyRetirementPlanningLLC 0.00% No change 11 $767
Davis Capital Management 0.00% No change 10 $697
West Paces Advisors Inc. 0.00% Reduce -50.0% 10 $697
Sanctuary Wealth Management, L.L.C. 0.00% New 8 $558
Caitlin John, LLC 0.00% No change 7 $490
Aspect Partners, LLC 0.00% No change 7 $488
Westside Investment Management, Inc. 0.00% No change 7 $488
Motco 0.00% New 7 $488
DecisionPoint Financial, LLC 0.00% No change 6 $419
Redmont Wealth Advisors LLC 0.00% No change 6 $418
Glen Eagle Advisors, LLC 0.00% New 6 $418
Morse Asset Management, Inc 0.00% New 4 $279
Trifecta Capital Advisors, LLC 0.00% No change 4 $279
Copley Financial Group, Inc. 0.00% — 3 $209
New Millennium Group LLC 0.00% No change 2 $139
WestEnd Advisors, LLC 0.00% No change 2 $139
Fairfield Financial Advisors, LTD 0.00% No change 2 $139
Nvwm, LLC 0.00% No change 1 $70
AlphaQuest LLC 0.00% No change 1 $70
SWAN Capital LLC 0.00% No change 1 $70
Highline Wealth Partners LLC 0.00% No change 1 $70
Financial Management Professionals, Inc. 0.00% No change 3 $0
HBC Financial Services, PLLC 0.00% No change 10 $0
Dynamic Wealth Strategies, LLC 0.00% Reduce -96.8% 1 $0

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