SolventumSOLV

13F holders, Q4 2024 (December 31)
941holders +2
64new positions
113sold out
10famous investors
$66.08avg. 13F price*

At the end of Q4 2024, 941 institutions reported holding Solventum Corp. (SOLV) in their 13F filings, up 2 from Q3 2024. 64 opened new positions and 113 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($692.5M) and Trian Fund Management ($559.1M). 10 famous investors held it, including Nelson Peltz (14.4% of Trian Fund Management's portfolio), Seth Klarman (2.8% of Baupost Group's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions64$189.0M
Exits113$251.2M

All 13F filers, Q3 2024 → Q4 2024: 9,711,931 shares bought and 7,598,148 shares sold, net +2,113,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 941 holders

Vanguard Group Inc. 0.02% Add +0.5% 16,266,893 $1.1B
BlackRock, Inc. 0.01% Reduce -1.1% 10,482,333 $692.5M
Trian Fund Management 14.41% Add +18.8% 8,462,819 $559.1M
State Street Corp. 0.02% Add +1.4% 6,192,654 $409.1M
Davis Selected Advisers 2.01% Reduce -0.5% 5,246,614 $346.6M
Geode Capital Management, LLC 0.02% Add +3.4% 3,460,405 $228.0M
Norges Bank 0.03% Add +0.1% 3,084,166 $203.7M
Invesco Ltd. 0.04% Add +6.4% 2,923,119 $193.1M
Madison Avenue Partners, LP 19.78% No change 2,827,672 $186.8M
State Farm Mutual Automobile Insurance Co. 0.12% No change 2,069,279 $136.7M
Hotchkis & Wiley Capital Management LLC 0.41% Add +2.8% 1,850,980 $122.3M
Northern Trust Corp. 0.02% Add +21.5% 1,749,301 $115.6M
Newport Trust Company, LLC 0.27% Reduce -6.3% 1,679,079 $110.9M
Boston Partners 0.13% New 1,670,408 $110.4M
Independent Franchise Partners LLP 0.80% Add +105.0% 1,603,154 $105.9M
Baupost Group 2.79% Reduce -20.5% 1,446,300 $95.5M
AQR Capital Management 0.12% Reduce -3.5% 1,426,960 $94.3M
Morgan Stanley 0.01% Reduce -4.3% 1,360,649 $89.9M
Nuance Investments, LLC 3.63% Reduce -17.3% 1,356,217 $89.6M
Arrowstreet Capital, Limited Partnership 0.06% Add +41.1% 1,193,361 $78.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.1% 1,149,198 $75.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +5.0% 1,106,194 $73.1M
FMR LLC 0.00% Reduce -23.6% 1,054,066 $69.6M
Deutsche Bank AG 0.02% Add +45.1% 961,750 $63.5M
Bank of New York Mellon Corp 0.01% Add +4.1% 943,699 $62.3M
Bank of America Corp. 0.01% Add +5.1% 855,690 $56.5M
Candlestick Capital Management LP 1.91% Add +67.7% 802,606 $53.0M
Amundi 0.02% Reduce -13.3% 669,116 $46.1M
Nordea Investment Management AB 0.05% Add +189.6% 659,887 $43.9M
Anchor Capital Advisors LLC 1.23% Reduce -3.6% 651,074 $43.0M
JPMorgan Chase & Co. 0.00% Add +0.6% 602,949 $39.8M
QVIDTVM Management LLC 29.92% Add +13.1% 562,276 $37.1M
Dimensional Fund Advisors LP 0.01% Reduce -1.3% 534,157 $35.3M
Goldman Sachs Group Inc. 0.01% Add +17.5% 527,661 $34.9M
Legal & General Group Plc 0.01% Add +3.3% 522,021 $34.5M
GMO 0.11% Reduce -10.7% 494,160 $32.6M
UBS Group AG 0.01% Add +16.9% 491,405 $32.5M
US Bancorp \de 0.04% Reduce -3.6% 484,513 $32.0M
Nuveen Asset Management, LLC 0.01% Reduce -6.4% 474,406 $31.3M
Jacobs Levy Equity Management, Inc. 0.10% Add +254.1% 432,309 $28.6M
Swiss National Bank 0.02% Reduce -4.8% 414,709 $27.4M
Railway Pension Investments Ltd 0.35% Add +1.2% 399,861 $26.4M
HBK Investments L P 0.53% Add +89.0% 347,583 $23.0M
Invenomic Capital Management LP 1.19% Reduce -45.2% 320,609 $21.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -14.0% 320,275 $21.2M
Royal Bank of Canada 0.00% Add +31.6% 319,423 $21.1M
Wells Fargo & Company 0.01% Reduce -29.6% 313,704 $20.7M
Raymond James Financial Inc. 0.01% — 281,309 $18.6M
Rhumbline Advisers 0.02% Add +9.6% 274,924 $18.2M
Ananym Capital Management, LP 10.68% — 266,723 $17.6M
South Dakota Investment Council 0.35% Reduce -1.3% 266,579 $17.6M
Lone Peak Global Investors LLC 3.62% Reduce -5.5% 264,177 $17.5M
Barclays PLC 0.01% Reduce -20.2% 262,662 $17.4M
HSBC Holdings PLC 0.01% Reduce -37.9% 258,216 $17.1M
California State Teachers Retirement System 0.02% Reduce -11.4% 252,153 $16.7M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +3.3% 245,800 $16.2M
BNP Paribas Financial Markets 0.01% Add +39.2% 244,699 $16.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.07% New 240,891 $15.9M
PNC Financial Services Group, Inc. 0.01% Reduce -9.0% 240,833 $15.9M
KBC Group NV 0.04% Add +725.3% 234,933 $15.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +26.0% 230,435 $15.5M
California Public Employees Retirement System 0.01% Reduce -6.2% 214,838 $14.2M
Millennium Management 0.01% Reduce -62.0% 212,145 $14.0M
Philosophy Capital Management LLC 1.85% New 207,780 $13.7M
General American Investors Co. Inc. 0.98% No change 207,350 $13.7M
T. Rowe Price Associates Inc. 0.00% Add +0.4% 200,542 $13.2M
Gotham Asset Management 0.12% Add +2.0% 190,755 $12.6M
Pinebridge Investments, L.P. 0.09% Add +401.9% 190,358 $12.6M
Susquehanna International Group, LLP 0.02% Add +14.1% 185,130 $12.2M
Aberdeen Group plc 0.02% Add +0.5% 183,530 $12.1M
QV Investors Inc. 1.24% Reduce -27.2% 182,312 $12.0M
Envestnet Asset Management Inc. 0.00% Add +0.9% 180,629 $11.9M
Bank of Montreal 0.01% Reduce -2.6% 177,950 $11.8M
Principal Financial Group Inc. 0.01% Add +1.0% 171,376 $11.3M
Wolverine Asset Management LLC 0.85% New 171,000 $11.3M
Newtyn Management, LLC 1.89% Reduce -67.3% 164,529 $10.9M
Alliancebernstein L.P. 0.00% Reduce -3.4% 153,054 $10.1M
American Century Companies Inc. 0.01% Add +43.2% 146,608 $9.7M
Nomura Holdings Inc. 0.05% New 143,442 $9.5M
First Trust Advisors LP 0.01% Add +147.6% 139,990 $9.2M
State Board of Administration of Florida Retirement System 0.02% No change 132,773 $8.8M
Dorsey & Whitney Trust CO LLC 0.48% Reduce -0.1% 131,082 $8.7M
Parsons Capital Management Inc. 0.45% Reduce -0.1% 125,481 $8.3M
New York State Teachers Retirement System 0.02% Add +4.0% 124,699 $8.2M
AustralianSuper Pty Ltd 0.04% Reduce -8.9% 124,573 $8.2M
Korea Investment CORP 0.02% Add +1.2% 120,707 $8.0M
D. E. Shaw & Co. 0.01% Add +175.6% 117,985 $7.8M
Investment Management Associates Inc. 3.29% Reduce -0.7% 114,123 $7.5M
Thompson Siegel & Walmsley LLC 0.12% Add +1.1% 111,937 $7.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +6.5% 111,757 $7.4M
Jane Street Group, LLC 0.01% Add +2.5% 110,532 $7.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.8% 109,851 $7.3M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -22.4% 107,622 $7.1M
Stifel Financial Corp. 0.01% Reduce -1.3% 106,838 $7.1M
Swiss Life Asset Management Ltd 0.05% Reduce -38.2% 106,701 $7.0M
Franklin Resources Inc. 0.00% Reduce -34.5% 105,430 $7.0M
Swedbank AB 0.01% Reduce -4.6% 102,263 $6.8M
New York State Common Retirement Fund 0.01% Reduce -5.5% 89,049 $5.9M
Prudential Financial Inc. 0.01% Reduce -6.0% 88,940 $5.9M
Pictet Asset Management Holding SA 0.01% Add +16.7% 87,028 $5.7M
Occudo Quantitative Strategies LP 1.02% Add +343.1% 85,797 $5.7M
State of Wisconsin Investment Board 0.01% Reduce -10.7% 84,176 $5.6M
Aviva PLC 0.01% Reduce -12.9% 82,853 $5.5M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +51.5% 82,767 $5.5M
Farmers Trust Co. 1.00% Reduce -0.3% 81,334 $5.4M
Terril Brothers, Inc. 1.62% New 80,856 $5.3M
Investment House LLC 0.27% Add +111.3% 76,171 $5.0M
Ameriprise Financial Inc. 0.00% Add +14.8% 75,874 $5.0M
Wedge Capital Management L L P 0.09% Add +7.3% 75,283 $5.0M
Edgewood Management LLC 0.01% Add +1.0% 75,062 $5.0M
Citigroup Inc. 0.00% Reduce -62.0% 74,473 $4.9M
Factorial Partners, LLC 2.82% Reduce -0.5% 74,400 $4.9M
Truist Financial Corp. 0.01% Reduce -5.1% 73,515 $4.9M
Kiltearn Partners LLP 0.80% Add +80.6% 73,500 $4.9M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.1% 73,005 $4.8M
Brasada Capital Management, LP 0.85% Add +680.5% 70,246 $4.8M
LPL Financial LLC 0.00% Reduce -15.4% 72,285 $4.8M
Danske Bank A/S 0.01% Add +22.6% 68,762 $4.5M
Public Employees Retirement System of Ohio 0.02% Reduce -8.6% 67,993 $4.5M
National Bank of Canada 0.01% Add +1587.6% 67,977 $4.5M
Victory Capital Management Inc. 0.00% Add +26.3% 67,654 $4.5M
Assenagon Asset Management S.A. 0.01% Reduce -78.8% 67,592 $4.5M
CIBC Private Wealth Group LLC 0.01% Reduce -0.7% 64,115 $4.4M
Allianz Asset Management GmbH 0.01% Reduce -15.2% 66,415 $4.4M
Mariner, LLC 0.01% Reduce -8.4% 65,614 $4.3M
Man Group plc 0.01% Add +1032.2% 64,457 $4.3M
Worldquant Millennium Advisors LLC 0.03% Add +33.9% 63,842 $4.2M
Twinbeech Capital LP 0.07% Reduce -69.5% 61,761 $4.1M
Treasurer of the State of North Carolina 0.02% Add +0.6% 60,952 $4.0M
Linden Thomas Advisory Services, LLC 0.50% Reduce -0.6% 60,096 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +55.6% 59,791 $4.0M
HRT Financial LP 0.02% Reduce -15.7% 58,545 $3.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -9.3% 56,234 $3.7M
Hikari Tsushin, Inc. 0.27% No change 56,180 $3.7M
Comerica Bank 0.01% Add +0.2% 55,646 $3.7M
Asset Management One Co., Ltd. 0.01% Add +2.4% 54,877 $3.7M
Toronto Dominion Bank 0.01% Reduce -22.2% 55,317 $3.7M
Mn Services Vermogensbeheer B.V. 0.02% No change 54,432 $3.6M
Philip James Wealth Mangement, LLC 0.48% Reduce -18.6% 54,432 $3.6M
Natixis Advisors, LLC 0.01% Add +14.3% 54,406 $3.6M
Corient Private Wealth LP 0.01% Reduce -9.0% 54,269 $3.6M
Mubadala Investment Co PJSC 0.02% New 54,015 $3.6M
Simplex Trading, LLC 0.10% Add +210.2% 53,950 $3.6M
Russell Investments Group, Ltd. 0.00% Add +29.5% 53,491 $3.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 52,559 $3.5M
State of New Jersey Common Pension Fund D 0.01% No change 52,504 $3.5M
KLP Kapitalforvaltning As 0.02% — 51,565 $3.4M
683 Capital Management, LLC 0.36% No change 50,000 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -17.7% 49,626 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.2% 48,979 $3.2M
Van Eck Associates Corp. 0.00% Add +28.7% 47,224 $3.1M
Harbor Capital Advisors, Inc. 0.14% Add +24.8% 46,965 $3.1M
Cerity Partners LLC 0.01% Reduce -12.4% 46,172 $3.1M
Osaic Holdings, Inc. 0.01% Reduce -14.6% 47,278 $3.1M
Strong Tower Advisory Services 0.79% Add +7.4% 45,893 $3.0M
Resona Asset Management Co.,Ltd. 0.02% Reduce -3.0% 45,784 $3.0M
Advisors Asset Management, Inc. 0.06% Reduce -23.5% 45,838 $3.0M
Squarepoint Ops LLC 0.01% Reduce -59.8% 45,831 $3.0M
Storebrand Asset Management As 0.01% Reduce -30.9% 45,633 $3.0M
Voya Investment Management LLC 0.00% Reduce -9.2% 45,553 $3.0M
DekaBank Deutsche Girozentrale 0.01% No change 45,626 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Add +0.7% 44,741 $3.0M
State of Michigan Retirement System 0.02% Add +0.2% 44,176 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.1% 43,537 $2.9M
Arizona State Retirement System 0.02% Add +1.4% 42,639 $2.8M
Keybank National Association 0.01% Reduce -5.1% 42,386 $2.8M
Mackenzie Financial Corp. 0.00% Reduce -12.4% 42,095 $2.8M
TD Asset Management Inc 0.00% Reduce -0.2% 40,065 $2.6M
Janney Montgomery Scott LLC 0.01% Reduce -7.7% 39,635 $2.6M
State of Tennessee, Department of Treasury 0.01% Reduce -5.1% 38,934 $2.6M
Sei Investments Co. 0.00% Add +24.0% 37,638 $2.5M
M&T Bank Corp 0.01% Reduce -6.3% 37,115 $2.5M
MetLife Investment Management, LLC 0.01% Add +1.8% 36,583 $2.4M
HighTower Advisors, LLC 0.00% Add +10.9% 35,530 $2.3M
Mairs & Power Inc. 0.02% Reduce -10.1% 35,373 $2.3M
Captrust Financial Advisors 0.01% Add +43.2% 35,165 $2.3M
Handelsbanken Fonder AB 0.01% New 35,000 $2.3M
Cetera Investment Advisers 0.00% Reduce -6.0% 34,731 $2.3M
Caisse de depot et placement du Quebec 0.00% New 34,716 $2.3M
Private Advisor Group, LLC 0.01% Add +73.9% 34,684 $2.3M
Ensign Peak Advisors, Inc 0.00% Add +92.3% 34,165 $2.3M
Nisa Investment Advisors, LLC 0.01% Add +2.2% 33,546 $2.2M
Corebridge Financial, Inc. 0.01% Reduce -4.6% 32,727 $2.2M
Advisors Capital Management, LLC 0.03% Reduce -0.0% 31,276 $2.1M
Poehling Capital Management, INC. 0.50% Add +271.2% 30,551 $2.0M
Mayar Capital Ltd. 2.62% Add +187.1% 30,290 $2.0M
Prudential PLC 0.01% Reduce -33.9% 30,090 $2.0M
Czech National Bank 0.02% Add +6.5% 29,966 $2.0M
Retirement Systems of Alabama 0.01% Reduce -0.6% 29,922 $2.0M
ProShare Advisors LLC 0.00% Add +60.5% 29,909 $2.0M
Klingenstein Fields & Co. LP 0.08% Reduce -0.2% 29,631 $2.0M
John G Ullman & Associates Inc. 0.29% Reduce -1.5% 29,450 $1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.3% 29,386 $1.9M
Robeco Institutional Asset Management B.V. 0.00% Add +3.1% 28,694 $1.9M
Forsta Ap-Fonden 0.01% New 28,400 $1.9M
Ontario Teachers Pension Plan Board 0.03% Add +13.3% 28,298 $1.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +14.8% 28,127 $1.9M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -2.0% 27,331 $1.8M
Amalgamated Bank 0.01% Reduce -1.5% 26,768 $1.8M
JT Stratford LLC 0.29% Add +17.5% 26,692 $1.8M
Creative Planning 0.00% Reduce -0.0% 26,616 $1.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -6.3% 26,584 $1.8M
UniSuper Management Pty Ltd 0.01% Add +13.7% 26,509 $1.8M
DNB Asset Management AS 0.01% Add +12.3% 26,043 $1.7M
TCTC Holdings, LLC 0.06% No change 25,992 $1.7M
IFM Investors Pty Ltd 0.02% Reduce -6.9% 25,456 $1.7M
Royce & Associates LP 0.02% Reduce -24.2% 25,000 $1.7M
White Pine Capital LLC 0.55% Reduce -0.4% 24,891 $1.6M
Focus Partners Wealth 0.00% Reduce -12.8% 24,663 $1.6M
Wesleyan Assurance Society 0.12% Reduce -3.4% 23,927 $1.6M
Engineers Gate Manager LP 0.03% Reduce -53.3% 23,423 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -0.2% 23,415 $1.5M
Edgar Lomax Co. 0.10% Reduce -1.8% 23,223 $1.5M
J. Safra Sarasin Holding AG 0.03% New 23,024 $1.5M
Utah Retirement Systems 0.02% No change 22,869 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -43.3% 22,805 $1.5M
SilverOak Wealth Management LLC 0.32% Add +5.2% 22,559 $1.5M
Cibc World Markets Corp. 0.01% Add +15.4% 22,179 $1.5M
TrinityPoint Wealth, LLC 0.20% Add +2.6% 22,064 $1.5M
Xponance LLC 0.01% Add +9.8% 21,014 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% — 20,091 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.9% 19,788 $1.3M
Andra AP-fonden 0.02% New 19,715 $1.3M
Ieq Capital, LLC 0.01% Add +301.9% 19,675 $1.3M
CIBC Asset Management Inc 0.00% Add +2.0% 19,673 $1.3M
SG Americas Securities, LLC 0.01% Reduce -24.1% 19,183 $1.3M
Alaska Permanent Fund Corp 0.02% No change 19,077 $1.3M
Signal Advisors Wealth, LLC 0.14% Reduce -3.9% 18,968 $1.3M
Daiwa Securities Group Inc. 0.01% Add +7.1% 18,871 $1.2M
Credit Agricole S A 0.00% Reduce -10.2% 18,850 $1.2M
Bank of Nova Scotia 0.00% Add +3.6% 18,748 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -13.8% 16,432 $1.2M
Nissay Asset Management Corp. /Japan 0.01% Add +2.9% 18,402 $1.2M
New York Life Investment Management LLC 0.01% Add +0.7% 18,506 $1.2M
Calamos Advisors LLC 0.01% No change 18,413 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.0% 18,317 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -3.0% 18,317 $1.2M
Cwm, LLC 0.01% Add +27.7% 18,295 $1.2M
Cypress Capital Group 0.15% Reduce -12.2% 18,185 $1.2M
Brown Advisory Inc. 0.00% Reduce -10.9% 18,166 $1.2M
ING Groep NV 0.01% New 17,651 $1.2M
WINTON GROUP Ltd 0.07% Add +0.0% 16,907 $1.1M
Keystone Financial Planning, Inc. 0.35% Reduce -2.0% 16,865 $1.1M
Commerce Bank 0.01% Reduce -2.6% 16,805 $1.1M
Wolverine Trading, LLC 0.02% Add +301.1% 16,684 $1.1M
Price Jennifer C. 1.45% Reduce -77.3% 16,600 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -2.7% 16,592 $1.1M
Achmea Investment Management B.V. 0.02% Add +4.5% 16,332 $1.1M
Public Sector Pension Investment Board 0.00% Add +231.9% 16,331 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Reduce -4.7% 16,263 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -2.0% 15,760 $1.0M
Trust Co. of Vermont 0.05% Reduce -0.5% 15,721 $1.0M
Rafferty Asset Management, LLC 0.00% Add +11.8% 15,672 $1.0M
Tidal Investments LLC 0.01% Reduce -40.1% 15,456 $1.0M
&partners 0.01% Add +0.7% 15,092 $1.0M
Choreo, LLC 0.01% Reduce -2.3% 14,671 $969K
Exchange Traded Concepts, LLC 0.02% Add +1593.6% 14,650 $968K
Los Angeles Capital Management LLC 0.00% Reduce -64.2% 14,637 $967K
Quantinno Capital Management LP 0.01% Add +126.8% 14,575 $963K
Vanguard Personalized Indexing Management, LLC 0.01% Add +17.1% 14,383 $950K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.4% 14,139 $934K
Macquarie Group Ltd. 0.00% Add +35.8% 19,338 $925K
Abacus FCF Advisors LLC 0.12% New 13,759 $909K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +2.0% 13,677 $904K
Canvas Wealth Advisors, LLC 0.23% Reduce -6.6% 13,654 $902K
Pathstone Holdings, LLC 0.00% Add +1.1% 13,174 $870K
Mizuho Securities USA LLC 0.02% Add +46.2% 13,099 $865K
Thrivent Financial for Lutherans 0.00% Add +37.9% 12,721 $863K
Schroder Investment Management Group 0.00% Reduce -12.4% 13,035 $861K
B. Metzler seel. Sohn & Co. AG 0.01% Add +292.0% 12,986 $858K
Johnson Investment Counsel Inc. 0.01% Reduce -9.1% 12,707 $839K
Ally Financial Inc. 0.10% No change 12,500 $826K
Meyer Handelman Co. 0.03% Reduce -46.2% 12,422 $821K
Atria Investments, Inc 0.01% Add +5.6% 12,357 $816K
Focus Financial Network, Inc. 0.03% Reduce -11.3% 11,980 $791K
Oregon Public Employees Retirement Fund 0.01% Add +0.4% 11,853 $783K
Lazard Asset Management LLC 0.00% Reduce -1.2% 11,829 $781K
Snowden Capital Advisors LLC 0.02% Reduce -2.1% 11,799 $779K
Corundum Group, Inc. 0.29% No change 11,764 $777K
Blair William & Co. 0.00% Reduce -16.6% 11,562 $764K
Janus Henderson Group PLC 0.00% Add +2.9% 11,374 $752K
Teachers Retirement System of the State of Kentucky 0.01% No change 11,292 $746K
Pacer Advisors, Inc. 0.00% Reduce -32.8% 11,198 $740K
Cohen Capital Management, Inc. 0.12% Reduce -1.2% 11,195 $740K
Guggenheim Capital LLC 0.01% Reduce -46.0% 10,925 $722K
Carlson Capital Management 0.03% Reduce -0.3% 10,890 $719K
Aware Super Pty Ltd as trustee of Aware Super 0.01% — 10,873 $718K
Fisher Funds Management LTD 0.02% — 10,734 $709K
Keeley-Teton Advisors, LLC 0.08% Reduce -9.2% 10,420 $688K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -51.9% 10,394 $687K
Roberts Glore & Co. Inc. 0.20% No change 10,316 $681K
MRP Capital Investments, LLC 0.62% Add +93.9% 10,275 $679K
American Investment Services, Inc. 0.12% Reduce -24.6% 10,154 $671K
Elo Mutual Pension Insurance Co 0.01% Reduce -22.2% 10,149 $670K
Corundum Trust Company, INC 2.01% No change 10,111 $668K
J.P. Marvel Investment Advisors, LLC 0.11% Reduce -6.2% 10,106 $668K
Generali Asset Management SPA SGR 0.02% — 9,983 $659K
Uncommon Cents Investing LLC 0.20% Reduce -5.5% 9,967 $658K
Fiduciary Trust Co 0.01% Add +5.6% 9,915 $655K
Acadian Asset Management LLC 0.00% Add +34.2% 9,643 $636K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 9,575 $633K
Regions Financial Corp. 0.00% Reduce -16.5% 9,568 $632K
PrairieView Partners, LLC 0.07% Add +3.6% 9,530 $629K
Kentucky Retirement Systems 0.02% Reduce -1.4% 9,495 $627K
Silvercrest Asset Management Group LLC 0.00% Reduce -3.3% 9,474 $626K
Great Lakes Advisors, LLC 0.01% Add +0.5% 9,368 $619K
Peapack Gladstone Financial Corp. 0.01% Reduce -28.1% 9,345 $617K
Essential Planning, LLC. 0.00% New 8,794 $615K
Bridgewater Associates 0.00% Reduce -50.8% 9,282 $613K
Beacon Pointe Advisors, LLC 0.01% Add +8.3% 9,091 $601K
Nicollet Investment Management, Inc. 0.21% Reduce -4.8% 9,064 $599K
Washington Capital Management, Inc. 0.47% No change 9,000 $595K
GAMCO Investors 0.01% Add +29.4% 8,924 $590K
Synovus Financial Corp. 0.01% Reduce -28.9% 8,897 $588K
Natixis 0.00% Reduce -3.7% 8,895 $588K
Avantax Advisory Services, Inc. 0.00% Add +2.2% 8,835 $584K
Tradition Wealth Management, LLC 0.05% Reduce -17.5% 8,687 $574K
Accredited Investors Inc. 0.03% Reduce -1.2% 8,615 $569K
Stratos Wealth Partners, LTD. 0.01% Reduce -9.7% 8,611 $569K
Hartford Investment Management Co. 0.02% Reduce -1.9% 8,583 $567K
Sterling Capital Management LLC 0.01% Add +52.6% 8,507 $562K
Wellington Management Group LLP 0.00% Add +22.7% 8,504 $562K
D.A. Davidson & Co. 0.00% Reduce -2.1% 8,480 $560K
Salem Investment Counselors Inc. 0.02% Reduce -17.9% 8,474 $560K
HighPoint Advisor Group LLC 0.03% Reduce -3.4% 7,489 $552K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.6% 8,327 $550K
Ethic Inc. 0.01% New 8,308 $549K
Woodline Partners LP 0.00% New 8,300 $548K
Daiichi Life Insurance Co., Ltd. 0.02% No change 8,287 $547K
Retirement Capital Strategies 0.21% Reduce -1.0% 8,273 $547K
APG Asset Management N.V. 0.00% New 8,563 $546K
SBI Securities Co., Ltd. 0.02% — 8,241 $544K
Mercer Global Advisors Inc. 0.00% Reduce -4.9% 8,236 $544K
Centiva Capital, LP 0.02% Reduce -42.1% 8,184 $541K
Radnor Capital Management, LLC 0.09% Reduce -21.1% 8,024 $530K
Townsquare Capital LLC 0.01% Add +1.7% 7,932 $524K
Neuberger Berman Group LLC 0.00% Reduce -13.0% 7,925 $524K
Maryland State Retirement & Pension System 0.01% No change 7,918 $523K
Cohen Klingenstein LLC 0.02% Reduce -12.1% 7,869 $520K
Candriam S.C.A. 0.00% New 7,829 $517K
Harvey Investment Co. LLC 0.06% Reduce -25.6% 7,832 $517K
Lido Advisors, LLC 0.00% Reduce -47.2% 7,814 $516K
Oak Thistle LLC 0.15% New 7,755 $512K
Cresset Asset Management, LLC 0.00% Reduce -56.2% 7,619 $503K
Integrated Wealth Concepts LLC 0.01% Reduce -9.2% 7,603 $502K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -19.9% 7,601 $502K
Blue Trust, Inc. 0.01% Reduce -1.4% 7,600 $502K
Palisade Asset Management, LLC 0.05% Reduce -30.1% 7,568 $500K
Kinloch Capital, LLC 0.25% Reduce -3.9% 7,566 $500K
Ancora Advisors LLC 0.01% Reduce -71.1% 7,566 $500K
Huntington National Bank 0.00% Reduce -19.1% 7,523 $497K
Clifford Swan Investment Counsel LLC 0.02% Reduce -13.0% 7,507 $496K
DAVENPORT & Co LLC 0.00% Reduce -6.7% 7,500 $495K
Becker Capital Management Inc. 0.02% Reduce -5.0% 7,495 $495K
Wesbanco Bank Inc. 0.02% Reduce -11.0% 7,485 $494K
Capital Investment Advisors, LLC 0.01% Reduce -25.5% 7,414 $490K
Louisiana State Employees Retirement System 0.01% Reduce -5.1% 7,400 $489K
Securian Asset Management, Inc. 0.01% Reduce -2.2% 7,374 $487K
First Hawaiian Bank 0.02% No change 7,369 $487K
Glenmede Trust Co. NA 0.00% Reduce -40.6% 7,336 $485K
Sequoia Financial Advisors, LLC 0.00% Add +27.5% 7,317 $483K
IVC Wealth Advisors LLC 0.27% Add +8.9% 7,243 $478K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.2% 7,186 $475K
Redwood Investment Management, LLC 0.05% Reduce -44.6% 7,032 $465K
Lakeside Advisors, INC. 0.31% Reduce -7.5% 6,987 $462K
Mirador Capital Partners LP 0.08% Reduce -0.4% 6,981 $461K
Kestra Advisory Services, LLC 0.00% Reduce -28.2% 6,936 $458K
Sunbelt Securities, Inc. 0.04% Reduce -0.0% 6,937 $458K
CENTRAL TRUST Co 0.01% Reduce -5.5% 6,887 $455K
Bradley Foster & Sargent Inc. 0.01% Reduce -7.5% 6,764 $447K
Equitable Trust Co. 0.02% Reduce -1.2% 6,743 $445K
Tower Research Capital LLC (TRC) 0.01% Add +71.4% 6,731 $445K
Walleye Trading LLC 0.01% Add +37.1% 6,673 $441K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -0.3% 6,614 $437K
New Mexico Educational Retirement Board 0.01% Reduce -3.0% 6,549 $433K
NEOS Investment Management LLC 0.01% Add +24.1% 6,359 $420K
Norinchukin Bank, The 0.01% Add +10.4% 6,357 $420K
USAdvisors Wealth Management, LLC 0.14% Reduce -0.9% 6,313 $417K
E. Ohman J:or Asset Management AB 0.01% No change 6,300 $416K
Intech Investment Management LLC 0.00% Add +37.1% 6,244 $412K
Hennessy Advisors Inc. 0.01% Reduce -6.0% 6,225 $411K
Kestra Private Wealth Services, LLC 0.01% Add +41.3% 6,171 $408K
First Manhattan Co. Llc. 0.00% Reduce -8.8% 6,118 $404K
1ST Source Bank 0.02% Reduce -0.4% 6,107 $403K
Heritage Investors Management Corp. 0.01% Reduce -1.2% 6,088 $402K
Allspring Global Investments Holdings, LLC 0.00% Reduce -48.2% 6,087 $401K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -0.7% 6,052 $400K
Buckley Wealth Management, LLC 0.12% Reduce -0.1% 6,024 $398K
NorthCoast Asset Management LLC 0.00% Add +15.4% 5,889 $389K
Great Waters Wealth Management 0.05% Reduce -5.1% 5,872 $388K
Mitchell Sinkler & Starr 0.10% Reduce -0.1% 5,847 $386K
OMERS ADMINISTRATION Corp 0.00% Add +21.7% 5,842 $386K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -23.7% 5,842 $386K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.8% 5,826 $385K
Strategic Planning Group, LLC 0.07% Reduce -16.6% 5,762 $381K
Marshall Wace, LLP 0.00% New 5,722 $378K
Integrated Quantitative Investments LLC 0.19% — 5,700 $377K
AE Wealth Management LLC 0.00% Reduce -9.9% 5,690 $376K
Unison Advisors LLC 0.04% No change 5,583 $369K
Bontempo Ohly Capital Mgmt LLC 0.18% Reduce -1.9% 5,538 $366K
Crestline Management, L.P. 0.01% Reduce -33.3% 5,512 $364K
Argent Trust Co 0.01% Reduce -9.3% 5,453 $360K
Cahill Financial Advisors Inc. 0.05% Reduce -0.3% 5,432 $359K
Vontobel Holding Ltd. 0.00% Add +11.7% 5,292 $350K
Nichols & Pratt Advisers LLP 0.02% Reduce -12.2% 5,281 $349K
Tiaa Trust, National Association 0.00% Reduce -6.2% 5,280 $349K
EP Wealth Advisors, LLC 0.00% Add +3.6% 5,272 $348K
Tokio Marine Asset Management Co. Ltd. 0.01% Add +5.3% 5,227 $345K
MML Investors Services, LLC 0.00% Reduce -3.0% 5,182 $342K
O'shaughnessy Asset Management, LLC 0.00% Add +16.4% 5,175 $342K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% — 5,108 $337K
NewEdge Advisors, LLC 0.00% Reduce -6.8% 5,095 $337K
E Fund Management Co., Ltd. 0.02% New 5,063 $334K
XTX Topco Ltd 0.03% Reduce -15.2% 5,061 $334K
Apriem Advisors 0.04% New 5,046 $333K
Baxter Bros Inc. 0.04% Reduce -19.0% 5,016 $331K
S&co Inc. 0.02% Reduce -0.4% 5,000 $330K
Haverford Trust Co 0.00% Reduce -0.9% 4,966 $328K
Whittier Trust Co. 0.00% Reduce -14.7% 4,965 $328K
Glenview Trust Co 0.01% Reduce -12.1% 4,939 $326K
Madison Asset Management, LLC 0.00% No change 4,875 $322K
Madison Investment Advisors, LLC 0.00% — 4,875 $322K
Oppenheimer Asset Management Inc. 0.00% Reduce -17.9% 4,840 $320K
Hall Laurie J Trustee 0.10% Reduce -11.5% 4,813 $318K
Asahi Life Asset Management Co., LTD. 0.19% New 4,800 $317K
Ratan Capital Management LP 0.05% No change 4,800 $317K
Verition Fund Management LLC 0.00% Reduce -69.9% 4,781 $316K
Metis Global Partners, LLC 0.01% Add +6.3% 4,728 $312K
Empirical Finance, LLC 0.02% Reduce -1.0% 4,712 $311K
Catalyst Funds Management Pty Ltd 0.08% No change 4,700 $310K
Allworth Financial LP 0.00% Add +14.7% 4,190 $309K
MAI Capital Management 0.00% Reduce -12.2% 4,626 $306K
Praxis Investment Management Inc. 0.02% New 4,610 $305K
Centaurus Financial, Inc. 0.02% Add +0.5% 4,624 $305K
Perigon Wealth Management, LLC 0.01% Reduce -8.5% 4,193 $305K
Tealwood Asset Management Inc. 0.13% No change 4,601 $304K
Moloney Securities Asset Management, LLC 0.04% Reduce -13.7% 4,561 $301K
V-Square Quantitative Management LLC 0.04% Reduce -5.8% 4,558 $301K
CHICAGO TRUST Co NA 0.05% Add +0.1% 4,490 $297K
PFG Investments, LLC 0.02% Reduce -27.0% 4,484 $296K
Bluespring Wealth Management, LLC 0.03% No change 4,457 $294K
Panagora Asset Management Inc. 0.00% Reduce -51.6% 4,453 $294K
KKM Financial LLC 0.12% Add +1.8% 4,445 $294K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 4,388 $290K
Fifth Third Bancorp 0.00% Reduce -5.0% 4,366 $288K
Allstate Corp. 0.01% New 4,358 $288K
Truvestments Capital LLC 0.07% Reduce -16.4% 4,325 $286K
Brown Brothers Harriman & Co. 0.00% Reduce -20.2% 4,222 $279K
Schulhoff & Co. Inc. 0.10% Reduce -2.9% 4,175 $276K
Argyle Capital Management, LLC 0.11% Reduce -5.5% 4,168 $275K
Investment Management Corp of Ontario 0.01% Reduce -16.2% 4,131 $273K
Federation des caisses Desjardins du Quebec 0.00% Reduce -11.4% 4,117 $272K
Oppenheimer & Co. Inc. 0.00% Reduce -9.1% 4,112 $272K
Kornitzer Capital Management Inc. 0.01% Reduce -57.8% 4,061 $268K
Koshinski Asset Management, Inc. 0.02% Reduce -6.6% 4,047 $267K
Wedbush Securities Inc. 0.01% Reduce -5.4% 4,040 $267K
Lee Danner & Bass Inc. 0.02% Reduce -5.8% 4,029 $266K
Versor Investments LP 0.05% New 3,976 $263K
DSG Capital Advisors, LLC 0.05% — 3,956 $261K
Wescott Financial Advisory Group, LLC 0.03% No change 3,923 $259K
CI Investments Inc. 0.00% Add +14.0% 3,917 $259K
Savant Capital, LLC 0.00% Add +6.3% 3,914 $259K
Machina Capital S.A.S. 0.11% Add +21.8% 3,905 $258K
Apollon Wealth Management, LLC 0.01% Reduce -2.4% 3,896 $257K
OneDigital Investment Advisors LLC 0.00% Reduce -7.5% 3,855 $255K
Kennondale Capital Management LLC 0.27% — 3,845 $254K
Cannell & Spears LLC 0.01% Reduce -5.5% 3,827 $253K
Motley Fool Asset Management LLC 0.01% Add +9.7% 3,781 $250K
AlTi Global, Inc. 0.01% Reduce -0.5% 3,776 $249K
Great Valley Advisor Group, Inc. 0.01% Reduce -44.9% 3,738 $247K
Busey Bank 0.01% Reduce -18.3% 3,720 $246K
Choate Investment Advisors 0.01% Add +19.1% 3,707 $245K
Bokf, NA 0.00% Reduce -32.3% 3,614 $242K
Allred Capital Management, LLC 0.09% Add +6.8% 3,656 $242K
Gabelli Funds LLC 0.00% Add +15.3% 3,656 $242K
Cornerstone Advisors, LLC 0.01% No change 3,625 $239K
Boston Trust Walden Corp 0.00% Reduce -0.4% 3,620 $239K
UMB Bank, n.a. 0.00% Reduce -7.3% 3,614 $239K
First Citizens Bank & Trust Co. 0.00% Reduce -8.9% 3,580 $236K
Welch & Forbes LLC 0.00% Reduce -60.8% 3,573 $236K
Daymark Wealth Partners, LLC 0.01% Reduce -50.4% 3,570 $236K
Merit Financial Group, LLC 0.00% New 3,564 $235K
Cibc World Market Inc. 0.00% Reduce -6.7% 3,564 $235K
Aspiriant, LLC 0.01% Reduce -4.1% 3,554 $235K
Douglass Winthrop Advisors, LLC 0.00% Reduce -0.9% 3,547 $234K
HM Payson & Co. 0.00% Reduce -6.1% 3,525 $233K
Buttonwood Financial Advisors Inc. 0.10% Reduce -8.8% 3,504 $231K
Diversify Wealth Management, LLC 0.02% Add +4.0% 3,435 $230K
SVB Wealth LLC 0.00% New 3,468 $229K
GF Fund Management Co. LTD. 0.00% — 3,461 $229K
Keystone Financial Group 0.02% Add +0.3% 3,457 $228K
Humankind Investments LLC 0.06% Reduce -7.8% 3,457 $228K
Stephens Inc. 0.00% Reduce -34.0% 3,449 $228K
Rothschild Investment LLC 0.01% Reduce -6.2% 3,427 $226K
Steward Partners Investment Advisory, LLC 0.00% Reduce -34.2% 3,426 $226K
Jones Financial Companies LLLP 0.00% Add +14.2% 3,366 $222K
Camelot Portfolios, LLC 0.24% Reduce -23.6% 3,350 $221K
Dakota Wealth Management 0.01% Reduce -1.8% 3,338 $221K
GAMMA Investing LLC 0.02% Add +35.3% 3,329 $220K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -10.2% 3,327 $220K
Howe & Rusling Inc. 0.02% Reduce -2.7% 3,266 $216K
Financial Counselors Inc. 0.00% Reduce -33.6% 3,255 $215K
denkapparat Operations GmbH 0.31% — 3,208 $212K
Armstrong Henry H Associates Inc. 0.02% No change 3,175 $210K
AdvisorNet Financial, Inc 0.02% Reduce -7.0% 3,127 $207K
Evercore Wealth Management, LLC 0.00% No change 3,122 $206K
Marex Group Ltd 0.00% New 3,118 $206K
Clearstead Advisors, LLC 0.00% Reduce -26.9% 3,112 $206K
Wealthspire Advisors, LLC 0.00% Reduce -22.1% 3,110 $205K
LSV Asset Management 0.00% No change 3,100 $205K
Financial Perspectives, Inc 0.07% No change 3,100 $205K
Petros Family Wealth, LLC 0.22% — 3,098 $205K
Cornercap Investment Counsel Inc. 0.07% Reduce -4.1% 3,096 $205K
Biltmore Family Office, LLC 0.03% Reduce -8.8% 3,086 $204K
Farmers & Merchants Investments Inc. 0.01% Reduce -14.0% 3,079 $203K
Patten & Patten Inc. 0.01% Reduce -13.1% 3,075 $203K
HTLF Bank 0.02% Reduce -4.6% 3,038 $201K
APG Asset Management US Inc. 0.00% New 3,034 $200K
Plato Investment Management Ltd 0.01% No change 3,010 $200K
Larson Financial Group LLC 0.01% Reduce -4.2% 2,995 $198K
Parallel Advisors, LLC 0.00% Reduce -2.8% 2,858 $189K
State of Wyoming 0.02% New 2,815 $186K
DT Investment Partners, LLC 0.02% Reduce -8.2% 2,695 $178K
Smithfield Trust Co 0.01% No change 2,637 $175K
Investors Research Corp 0.04% Reduce -0.9% 2,642 $175K
Vestcor Inc 0.01% No change 2,619 $173K
Private Trust Co. NA 0.02% Reduce -8.7% 2,485 $164K
Gifford Fong Associates 0.04% Add +0.0% 2,438 $161K
Federated Hermes, Inc. 0.00% Add +231.3% 2,359 $156K
Cetera Trust Company, N.A 0.10% Reduce -2.7% 2,347 $155K
Financial Gravity Companies, Inc. 0.03% Reduce -6.6% 2,276 $150K
Canada Post Corp Registered Pension Plan 0.01% — 2,247 $148K
FNY Investment Advisers, LLC 0.08% Reduce -43.0% 2,250 $148K
HighMark Wealth Management LLC 0.08% Reduce -11.2% 2,161 $143K
Mufg Securities Americas Inc. 0.02% — 2,040 $135K
Compagnie Lombard Odier SCmA 0.00% Add +98.5% 2,015 $133K
Horizon Investments, LLC 0.00% Add +4.5% 1,958 $129K
Cherry Tree Wealth Management, LLC 0.03% Reduce -7.4% 1,875 $124K
TFC Financial Management, Inc. 0.02% No change 1,844 $122K
Luken Investment Analytics, LLC 0.06% No change 1,810 $120K
Covestor Ltd 0.07% Reduce -34.7% 1,788 $118K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -2.3% 1,603 $117K
Independence Bank of Kentucky 0.02% No change 1,760 $116K
Montag A & Associates Inc. 0.01% Reduce -1.1% 1,733 $114K
Proffitt & Goodson Inc. 0.02% Add +6.0% 1,709 $113K
Bessemer Group Inc. 0.00% Reduce -0.9% 1,676 $111K
CoreCap Advisors, LLC 0.00% Reduce -44.5% 1,628 $108K
First Horizon Advisors, Inc. 0.00% Add +2.2% 1,606 $106K
Broadwater Capital Management LLC 0.08% No change 1,599 $106K
North Star Investment Management Corp. 0.01% Reduce -12.3% 1,590 $105K
Bollard Group LLC 0.00% No change 1,584 $105K
Ameritas Investment Partners, Inc. 0.00% No change 1,494 $99K
Asset Dedication, LLC 0.01% Reduce -22.8% 1,433 $95K
Avior Wealth Management, LLC 0.00% Add +0.7% 1,420 $94K
New Age Alpha Advisors, LLC 0.00% New 1,397 $92K
Core Alternative Capital 0.02% No change 1,351 $89K
Walleye Capital LLC 0.00% Add +3217.5% 1,327 $88K
Chelsea Counsel Co. 0.04% No change 1,316 $87K
Harbour Investments, Inc. 0.00% Reduce -5.7% 1,314 $87K
JNBA Financial Advisors 0.01% No change 1,299 $86K
Caisse Des Depots Et Consignations 0.00% — 1,251 $83K
WASHINGTON TRUST Co 0.00% Add +5.2% 1,250 $83K
Venturi Wealth Management, LLC 0.00% Add +2284.6% 1,240 $82K
Country Trust Bank 0.00% No change 1,184 $78K
Caldwell Trust Co 0.01% Reduce -4.1% 1,182 $78K
Eastern Bank 0.00% Reduce -27.2% 1,098 $73K
Millstone Evans Group, LLC 0.05% — 1,045 $69K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 1,021 $67K
Parkside Financial Bank & Trust 0.01% Add +1.7% 1,014 $67K
Citadel Advisors 0.00% New 987 $65K
Logan Capital Management Inc. 0.00% No change 977 $65K
Ransom Advisory, Ltd 0.03% Reduce -11.4% 963 $64K
Atlas Capital Advisors Inc. 0.01% New 950 $63K
Quarry LP 0.01% New 939 $62K
Bank & Trust Co 0.05% Reduce -1.2% 930 $61K
WR Wealth Planners, LLC 0.02% Reduce -22.7% 907 $60K
Duncker Streett & Co. Inc. 0.01% Reduce -10.5% 896 $59K
JTC Employer Solutions Trustee Ltd 0.00% No change 903 $59K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +69.7% 891 $59K
Geneos Wealth Management Inc. 0.00% New 873 $58K
St Germain D J Co. Inc. 0.00% Reduce -44.3% 861 $57K
Brown, Lisle/Cummings, Inc. 0.02% No change 851 $56K
Hantz Financial Services, Inc. 0.00% Reduce -0.5% 828 $55K
Kentucky Trust Co 0.03% — 825 $55K
Ridgewood Investments LLC 0.03% Reduce -44.1% 821 $54K
Carolinas Wealth Consulting LLC 0.01% No change 815 $54K
Webster Bank, N. A. 0.01% Reduce -4.3% 808 $53K
IFP Advisors, Inc 0.00% Add +20.1% 794 $52K
CVA Family Office, LLC 0.01% Reduce -9.2% 778 $51K
Global Retirement Partners, LLC 0.00% Reduce -13.3% 768 $51K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -28.5% 766 $51K
Farther Finance Advisors, LLC 0.00% Reduce -27.6% 757 $50K
Avalon Trust Co 0.00% No change 750 $50K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 750 $50K
American National Bank & Trust 0.01% Reduce -61.7% 748 $49K
TD Waterhouse Canada Inc. 0.00% Reduce -25.5% 735 $49K
Key Financial Inc 0.01% Reduce -0.8% 731 $48K
Tompkins Financial Corp. 0.00% No change 722 $48K
Lindbrook Capital, LLC 0.00% Add +9.0% 714 $47K
Manchester Capital Management LLC 0.01% Reduce -11.8% 700 $46K
Center for Financial Planning, Inc. 0.01% No change 689 $46K
EverSource Wealth Advisors, LLC 0.00% Add +48.1% 687 $45K
Quadrant Capital Group LLC 0.00% No change 681 $45K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 675 $45K
Teachers Insurance & Annuity Association of America 0.06% No change 662 $44K
Caldwell Sutter Capital, Inc. 0.02% Reduce -3.4% 656 $43K
Clean Yield Group 0.01% No change 650 $43K
United Community Bank 0.02% No change 637 $42K
Pinnacle Financial Partners Inc 0.00% No change 602 $42K
Sound Income Strategies, LLC 0.00% Add +9.3% 633 $42K
Banque Transatlantique SA 0.00% — 636 $42K
Bray Capital Advisors 0.01% No change 624 $41K
LGT Financial Advisors LLC 0.09% No change 606 $40K
Johnson Financial Group, Inc. 0.00% Reduce -5.5% 537 $40K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 600 $40K
Kelly Lawrence W & Associates Inc. 0.01% Reduce -26.1% 599 $40K
Laurel Wealth Advisors LLC 0.01% Reduce -20.2% 591 $39K
Boit C F David 0.02% No change 590 $39K
Archer Investment Corp 0.01% Reduce -0.3% 580 $38K
Peoples Bank 0.03% Reduce -1.0% 580 $38K
Sittner & Nelson, LLC 0.02% Reduce -13.0% 575 $38K
LRI Investments, LLC 0.00% No change 572 $38K
Global Trust Asset Management, LLC 0.01% Add +137.5% 570 $38K
Bangor Savings Bank 0.00% Reduce -5.4% 564 $37K
Pflug Koory, LLC 0.00% No change 562 $37K
Principal Securities, Inc. 0.00% Reduce -17.2% 559 $37K
Twin Lakes Capital Management, LLC 0.02% No change 557 $37K
Spire Wealth Management 0.00% New 556 $37K
GHP Investment Advisors, Inc. 0.00% No change 553 $37K
S.A. Mason LLC 0.02% No change 548 $36K
Heritage Wealth Advisors 0.00% Reduce -6.9% 536 $35K
Synergy Asset Management, LLC 0.00% New 506 $35K
SouthState Bank Corp 0.00% No change 530 $35K
GPS Wealth Strategies Group, LLC 0.00% Reduce -16.2% 527 $35K
CNB Bank 0.02% Reduce -15.9% 525 $35K
Princeton Global Asset Management LLC 0.01% Reduce -19.3% 524 $35K
Sentry Investment Management LLC 0.02% Reduce -13.9% 518 $34K
Colonial Trust Co / SC 0.01% Add +240.7% 511 $34K
CarsonAllaria Wealth Management, Ltd. 0.02% Reduce -1.2% 497 $33K
Financial Network Wealth Advisors LLC 0.06% New 494 $33K
Crews Bank & Trust 0.01% — 487 $32K
Richard W. Paul & Associates, LLC 0.01% No change 486 $32K
Oakworth Capital, Inc. 0.00% Reduce -20.7% 478 $32K
Pinnacle Bancorp, Inc. 0.01% Reduce -24.9% 474 $31K
Quent Capital, LLC 0.00% Add +33.2% 469 $31K
Studio Investment Management LLC 0.01% Reduce -13.5% 468 $31K
Cullen/Frost Bankers, Inc. 0.00% Reduce -9.0% 455 $30K
Raiffeisen Bank International AG 0.00% — 443 $29K
Nova Wealth Management, Inc. 0.03% — 439 $29K
Signaturefd, LLC 0.00% Reduce -14.3% 438 $29K
Addison Advisors LLC 0.01% Reduce -14.8% 432 $29K
Colonial Trust Advisors 0.00% Reduce -51.1% 431 $28K
Washington Trust Advisors, Inc. 0.00% No change 427 $28K
MV Capital Management, Inc. 0.00% Reduce -4.9% 423 $28K
Mather Group, Llc. 0.00% Add +9.7% 418 $28K
Eisler Capital Management Ltd. 0.00% — 397 $26K
Stonebridge Financial Group, LLC 0.00% — 395 $26K
Hazlett, Burt & Watson, Inc. 0.01% No change 387 $26K
High Note Wealth, LLC 0.01% New 386 $25K
Clarity Asset Management, Inc. 0.02% New 385 $25K
Iron Horse Wealth Management, LLC 0.01% Add +48.6% 382 $25K
Modus Advisors, LLC 0.01% New 375 $25K
SRH Advisors, LLC 0.01% No change 375 $25K
Copeland Capital Management, LLC 0.00% No change 374 $25K
Altshuler Shaham Ltd 0.00% New 369 $24K
Crewe Advisors LLC 0.00% Reduce -4.2% 366 $24K
Mendota Financial Group, LLC 0.02% No change 360 $24K
Grove Bank & Trust 0.00% Reduce -1.9% 360 $24K
Winch Advisory Services, LLC 0.01% No change 350 $23K
Penserra Capital Management LLC 0.00% New 351 $23K
Physician Wealth Advisors, Inc. 0.00% New 346 $23K
Concourse Financial Group Securities, Inc. 0.00% Reduce -5.2% 310 $23K
FPC Investment Advisory, Inc. 0.02% New 295 $22K
Christopher J. Hasenberg, Inc 0.01% Add +5.3% 320 $21K
Foster Dykema Cabot & Partners, LLC 0.00% No change 317 $21K
Nemes Rush Group LLC 0.00% New 314 $21K
Golden State Wealth Management, LLC 0.00% — 310 $20K
Harbor Investment Advisory, LLC 0.00% Reduce -34.6% 308 $20K
Sugarloaf Wealth Management, LLC 0.00% No change 306 $20K
Acima Private Wealth, LLC 0.01% No change 300 $20K
Armstrong Advisory Group, Inc. 0.00% Reduce -3.7% 286 $19K
Plante Moran Financial Advisors, LLC 0.00% Reduce -36.3% 284 $19K
NCP Inc. 0.01% No change 281 $19K
Medallion Wealth Advisors, LLC 0.01% — 268 $18K
Flagship Wealth Advisors, LLC 0.01% — 275 $18K
Hoese & Co LLP 0.02% New 275 $18K
Cromwell Holdings LLC 0.01% No change 274 $18K
Frazier Financial Advisors, LLC 0.01% Add +0.8% 259 $17K
Capital Advisors, Ltd. LLC 0.00% Reduce -15.8% 256 $17K
GW&K Investment Management, LLC 0.00% Reduce -3.3% 263 $17K
Birchbrook, Inc. 0.01% Add +6.3% 255 $17K
Sachetta, LLC 0.01% Reduce -2.3% 253 $17K
Boyd Watterson Asset Management LLC 0.00% Reduce -12.8% 253 $17K
Towne Trust Company, N.A 0.01% No change 250 $17K
Blume Capital Management, Inc. 0.00% No change 250 $17K
Community Bank, N.A. 0.00% No change 250 $17K
Hilltop National Bank 0.00% Reduce -5.5% 243 $16K
Cedar Mountain Advisors, LLC 0.00% No change 238 $16K
Crowley Wealth Management, Inc. 0.01% — 232 $15K
Indiana Trust & Investment Management Co 0.01% No change 232 $15K
Creative Financial Designs Inc. 0.00% Reduce -79.9% 229 $15K
Hemington Wealth Management 0.00% Reduce -2.9% 239 $15K
Riverview Trust Co 0.01% Reduce -26.2% 223 $15K
Disciplined Equity Management, Inc. 0.01% No change 218 $14K
Ostrum Asset Management 0.00% Reduce -4.8% 217 $14K
Platinum Investment Management Ltd. 0.00% No change 217 $14K
Concord Wealth Partners 0.00% Reduce -4.0% 216 $14K
Clearstead Trust, LLC 0.00% Reduce -27.5% 214 $14K
Estabrook Capital Management 0.00% No change 214 $14K
Conquis Financial LLC 0.01% — 212 $14K
Valley National Advisers Inc. 0.00% Reduce -3.9% 220 $14K
Hollencrest Capital Management 0.00% Reduce -55.0% 209 $14K
Deseret Mutual Benefit Administrators 0.01% No change 209 $14K
ESL Trust Services, LLC 0.00% New 200 $13K
Hexagon Capital Partners LLC 0.00% Reduce -37.4% 199 $13K
Robinswood Financial LLC 0.01% No change 199 $13K
Vermillion Wealth Management, Inc. 0.01% — 195 $13K
Elevation Wealth Partners, LLC 0.01% No change 191 $13K
Ameliora Wealth Management Ltd. 0.00% New 187 $12K
Smartleaf Asset Management LLC 0.00% Add +3.4% 182 $12K
Eagle Bay Advisors LLC 0.01% Add +21.5% 181 $12K
Richards, Merrill & Peterson, Inc. 0.01% — 180 $12K
Beacon Capital Management, LLC 0.00% No change 176 $12K
Bogart Wealth, LLC 0.00% Reduce -2.2% 176 $12K
TD Private Client Wealth LLC 0.00% Add +61.9% 170 $11K
Perkins Coie Trust Co 0.00% No change 168 $11K
Cypress Capital Management LLC (WY) 0.01% No change 165 $11K
Bell Investment Advisors, Inc 0.00% Add +13.7% 158 $10K
Ulland Investment Advisors, LLC 0.01% No change 146 $10K
Resources Management Corp. /CT/ 0.00% No change 150 $10K
Capital Analysts, LLC 0.00% Reduce -21.2% 156 $10K
Assetmark, Inc. 0.00% Add +48.0% 151 $10K
MidAtlantic Capital Management, Inc. 0.01% No change 150 $10K
Kimelman & Baird, LLC 0.00% No change 150 $10K
Albion Financial Group 0.00% Add +50.0% 150 $10K
Peoples Financial Services Corp. 0.00% Reduce -57.3% 149 $10K
First Command Advisory Services, Inc. 0.00% No change 147 $10K
GS Investments, Inc. 0.00% No change 146 $10K
City State Bank 0.00% Reduce -25.8% 144 $10K
Rosenberg Matthew Hamilton 0.00% Reduce -7.7% 143 $9K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -22.8% 142 $9K
Valley Wealth Managers, Inc. 0.00% Add +184.0% 142 $9K
Oarsman Capital, Inc. 0.00% Reduce -31.0% 138 $9K
Anchor Investment Management, LLC 0.00% Reduce -6.8% 136 $9K
2UniFi Bank 0.01% — 133 $9K
NFSG Corp 0.00% Reduce -65.7% 133 $9K
TruNorth Capital Management, LLC 0.00% Reduce -2.9% 132 $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
GeoWealth Management, LLC 0.00% Add +41.3% 130 $9K
Union Savings Bank 0.00% No change 128 $8K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -6.0% 126 $8K
NBT Bank, N.A. 0.00% Reduce -24.6% 126 $8K
Tanglewood Legacy Advisors, LLC 0.00% No change 125 $8K
Nordwand Advisors, LLC 0.00% No change 124 $8K
Sandy Spring Bank 0.00% Add +24.2% 123 $8K
Delta Asset Management LLC 0.00% Reduce -33.7% 122 $8K
Coston, McIsaac & Partners 0.00% No change 136 $8K
Compass Wealth Management LLC 0.00% No change 110 $7K
Versant Capital Management, Inc 0.00% Add +96.2% 104 $7K
Bernard Wealth Management Corp. 0.00% — 101 $7K
CoreFirst Bank & Trust 0.00% Reduce -54.5% 100 $7K
Hartford Financial Management Inc. 0.00% No change 100 $7K
Chilton Capital Management LLC 0.00% Reduce -33.3% 100 $7K
Global Wealth Strategies & Associates 0.00% Add +5.4% 98 $6K
HHM Wealth Advisors, LLC 0.00% Reduce -19.7% 98 $6K
Greenline Partners, LLC 0.00% New 96 $6K
IAG Wealth Partners, LLC 0.00% No change 93 $6K
Briaud Financial Planning Inc 0.00% No change 94 $6K
Centerpoint Advisors, LLC 0.00% No change 93 $6K
Eukles Asset Management 0.00% No change 90 $6K
Asset Planning,Inc 0.00% — 90 $6K
Rise Advisors, LLC 0.00% Reduce -13.6% 89 $6K
McIlrath & Eck, LLC 0.00% Reduce -5.3% 89 $6K
Tortoise Investment Management, LLC 0.00% No change 89 $6K
Valued Wealth Advisors LLC 0.00% No change 87 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -4.4% 87 $6K
Mascoma Wealth Management LLC 0.00% No change 85 $6K
Dunhill Financial, LLC 0.00% Add +9.1% 84 $6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 73 $5K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 82 $5K
Arax Advisory Partners 0.00% Add +80.0% 81 $5K
Citizens National Bank Trust Department 0.00% Reduce -71.2% 81 $5K
Abound Wealth Management 0.00% Add +113.5% 79 $5K
Prestige Wealth Management Group LLC 0.00% No change 78 $5K
Strengthening Families & Communities, LLC 0.00% Reduce -78.0% 69 $5K
Vision Financial Markets LLC 0.01% — 75 $5K
Burkett Financial Services, LLC 0.00% No change 75 $5K
Transce3nd, LLC 0.00% — 75 $5K
Old Second National Bank of Aurora 0.00% Reduce -40.0% 75 $5K
Capstone Investment Advisors, LLC 0.00% New 75 $5K
American Capital Advisory, LLC 0.00% No change 74 $5K
Evermay Wealth Management LLC 0.00% Reduce -35.7% 72 $5K
Continuum Advisory, LLC 0.00% Reduce -2.7% 72 $5K
Trivant Custom Portfolio Group, LLC 0.00% No change 70 $5K
Fourth Dimension Wealth, LLC 0.00% — 69 $5K
Brooklyn Investment Group 0.00% Add +13.3% 68 $4K
JFS Wealth Advisors, LLC 0.00% No change 68 $4K
Cape Investment Advisory, Inc. 0.00% No change 68 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 67 $4K
Miller Wealth Advisors, LLC 0.00% No change 67 $4K
Kozak & Associates, Inc. 0.00% No change 64 $4K
VSM Wealth Advisory, LLC 0.00% — 64 $4K
Evelyn Partners Investment Management LLP 0.00% — 63 $4K
North Ridge Wealth Advisors, Inc. 0.00% New 62 $4K
Menard Financial Group LLC 0.00% New 61 $4K
Private Wealth Management Group, LLC 0.00% No change 61 $4K
Horizon Bancorp Inc. 0.00% No change 62 $4K
Centennial Bank 0.00% No change 60 $4K
Tributary Capital Management, LLC 0.00% No change 60 $4K
Murphy & Mullick Capital Management Corp 0.00% — 57 $4K
Painted Porch Advisors LLC 0.00% Reduce -27.9% 57 $4K
Kohmann Bosshard Financial Services, LLC 0.00% New 57 $4K
Pacific Center for Financial Services 0.00% No change 54 $4K
Standard Family Office LLC 0.00% Reduce -57.3% 53 $4K
Financial Freedom, LLC 0.00% No change 52 $3K
Holos Integrated Wealth LLC 0.00% — 51 $3K
Glen Eagle Advisors, LLC 0.00% Add +750.0% 51 $3K
ORG Partners LLC 0.00% No change 51 $3K
WealthCollab, LLC 0.00% No change 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
Cranbrook Wealth Management, LLC 0.00% No change 49 $3K
Financial Life Planners 0.00% — 48 $3K
Tidemark, LLC 0.00% No change 48 $3K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -97.7% 47 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 46 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 40 $3K
Keener Financial Planning LLC 0.00% No change 49 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 48 $3K
Leonteq Securities AG 0.00% Add +4.8% 44 $3K
Salomon & Ludwin, LLC 0.00% Reduce -73.1% 42 $3K
Tradewinds Capital Management, LLC 0.00% No change 41 $3K
BOK Financial Private Wealth, Inc. 0.00% Reduce -85.3% 41 $3K
DB Fitzpatrick & Co, Inc 0.00% No change 41 $3K
MCF Advisors LLC 0.00% Reduce -62.1% 39 $3K
IFS Advisors, LLC 0.00% No change 39 $3K
Zions Bancorporation, N.A. 0.00% Reduce -11.4% 39 $3K
PSI Advisors, LLC 0.00% Reduce -60.0% 38 $3K
Fortis Group Advisors, LLC 0.00% No change 37 $2K
SOA Wealth Advisors, LLC. 0.00% Reduce -77.3% 37 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 36 $2K
Stephens Consulting, LLC 0.00% Reduce -70.6% 35 $2K
Raelipskie Partnership 0.00% No change 35 $2K
Bank of New Hampshire 0.00% Reduce -71.3% 35 $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
Promus Capital, LLC 0.00% — 31 $2K
Hoey Investments, Inc. 0.00% Reduce -8.8% 31 $2K
Wood Tarver Financial Group, LLC 0.00% — 40 $2K
Winthrop Capital Management, LLC 0.00% Reduce -23.1% 30 $2K
Tsfg, LLC 0.00% No change 27 $2K
CKW Financial Group 0.00% New 25 $2K
Trust Co 0.00% Reduce -41.2% 30 $2K
Ameriflex Group, Inc. 0.00% — 26 $2K
Bradley & Co. Private Wealth Management, LLC 0.00% — 29 $2K
Atticus Wealth Management, LLC 0.00% No change 29 $2K
Darwin Wealth Management, LLC 0.00% No change 28 $2K
Putney Financial Group LLC 0.00% — 28 $2K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 28 $2K
Sherman Asset Management, Inc. 0.00% — 27 $2K
Kiely Wealth Advisory Group, Inc. 0.00% No change 23 $2K
Minot DeBlois Advisors LLC 0.00% — 25 $2K
Hopwood Financial Services, Inc. 0.00% — 25 $2K
PFS Partners, LLC 0.00% No change 25 $2K
Whipplewood Advisors, LLC 0.00% — 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
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% No change 25 $2K
Field & Main Bank 0.00% No change 25 $2K
Game Plan Financial Advisors, LLC 0.00% No change 25 $2K
Newton One Investments LLC 0.00% New 24 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 23 $2K
Bellevue Asset Management, LLC 0.00% No change 23 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -46.3% 22 $1K
Front Row Advisors LLC 0.00% No change 22 $1K
Wolff Wiese Magana LLC 0.00% Reduce -36.4% 21 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 20 $1K
MPWM Advisory Solutions, LLC 0.00% — 20 $1K
Bellwether Advisors, LLC 0.00% New 20 $1K
Cornerstone Planning Group LLC 0.00% Add +41.7% 17 $1K
William B. Walkup & Associates, Inc. 0.00% No change 19 $1K
First Financial Corp. 0.00% Reduce -20.8% 19 $1K
Tucker Asset Management LLC 0.00% No change 19 $1K
True Wealth Design, LLC 0.00% Reduce -96.2% 18 $1K
Atala Financial Inc 0.00% — 18 $1K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 17 $1K
Human Investing LLC 0.00% New 17 $1K
Sierra Ocean, LLC 0.00% — 17 $1K
Gould Capital, LLC 0.00% No change 17 $1K
Union Bancaire Privee, UBP SA 0.00% — 17 $1K
Transcendent Capital Group LLC 0.00% No change 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 -40.0% 6 $1K
Parvin Asset Management, LLC 0.00% — 15 $991
Northwest Bank & Trust Co 0.00% No change 13 $929
Toth Financial Advisory Corp. 0.00% Reduce -26.3% 14 $925
WPG Advisers, LLC 0.00% — 13 $859
Van Hulzen Asset Management, LLC 0.00% New 12 $793
ZynergyRetirementPlanningLLC 0.00% No change 11 $767
Legacies Wealth LLC 0.00% No change 11 $727
Fortitude Family Office, LLC 0.00% Reduce -50.0% 11 $727
Davis Capital Management 0.00% No change 10 $661
West Paces Advisors Inc. 0.00% No change 10 $661
Centricity Wealth Management, LLC 0.00% — 9 $595
FLP Wealth Management, LLC 0.00% — 8 $528
Park Square Financial Group, LLC 0.00% — 8 $528
Sanctuary Wealth Management, L.L.C. 0.00% No change 8 $528
Roxbury Financial LLC 0.00% — 7 $501
Hurley Capital, LLC 0.00% — 7 $470
Aspect Partners, LLC 0.00% No change 7 $462
Caitlin John, LLC 0.00% No change 7 $462
Noble Wealth Management PBC 0.00% — 7 $462
Westside Investment Management, Inc. 0.00% No change 7 $462
Motco 0.00% No change 7 $462
DecisionPoint Financial, LLC 0.00% No change 6 $397
Rogco, LP 0.00% Reduce -50.0% 6 $396
Cassady Schiller Wealth Management, LLC 0.00% New 6 $396
WealthTrak Capital Management LLC 0.00% — 5 $331
Trifecta Capital Advisors, LLC 0.00% No change 4 $265
ROSS\JOHNSON & Associates LLC 0.01% — 4 $264
Morse Asset Management, Inc 0.00% No change 4 $264
Financial Management Professionals, Inc. 0.00% No change 3 $198
Raffa Wealth Management, LLC 0.00% Reduce -91.9% 3 $198
Winnacle Wealth LLC 0.00% — 3 $191
New Millennium Group LLC 0.00% No change 2 $132
WestEnd Advisors, LLC 0.00% No change 2 $132
Fairfield Financial Advisors, LTD 0.00% No change 2 $132
Nvwm, LLC 0.00% No change 1 $66
SWAN Capital LLC 0.00% No change 1 $66
Highline Wealth Partners LLC 0.00% No change 1 $66
Aventura Private Wealth, LLC 0.00% — 1 $66
HBC Financial Services, PLLC 0.00% No change 10 $0
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -59.4% 13 $0

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