Smurfit WestrockSW
13F holders, Q4 2024 (December 31)602holders +99
117new positions
50sold out
5famous investors
$53.81avg. 13F price*
At the end of Q4 2024, 602 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 99 from Q3 2024. 117 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($2.2B) and Norges Bank ($1.3B). 5 famous investors held it, including George Soros (9.6% of Soros Fund Management's portfolio), Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Smurfit Westrock PLC
- Sector
- Consumer Discretionary
- CUSIP
- G8267P108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $696.2M |
| Exits | 50 | $113.1M |
All 13F filers, Q3 2024 → Q4 2024: 53,903,734 shares bought and 32,898,152 shares sold, net +21,005,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 602 holders
| Vanguard Group Inc. | 0.07% | Add +1.1% | 78,871,259 | $4.2B |
| BlackRock, Inc. | 0.05% | Add +2.5% | 41,488,550 | $2.2B |
| Norges Bank | 0.17% | Reduce -12.5% | 24,122,325 | $1.3B |
| Nuveen Asset Management, LLC | 0.32% | Add +51.6% | 20,720,312 | $1.1B |
| State Street Corp. | 0.04% | Reduce -0.2% | 19,543,907 | $1.1B |
| Capital Research Global Investors | 0.20% | Add +1.8% | 18,439,852 | $993.2M |
| Geode Capital Management, LLC | 0.06% | Add +12.5% | 14,328,052 | $770.0M |
| FIL Ltd | 0.55% | Add +68.2% | 10,962,433 | $590.9M |
| Invesco Ltd. | 0.10% | Add +3.4% | 9,849,057 | $530.5M |
| FMR LLC | 0.03% | Add +12.3% | 9,805,101 | $528.2M |
| Ameriprise Financial Inc. | 0.12% | Add +1.7% | 9,003,480 | $484.9M |
| Deutsche Bank AG | 0.16% | Reduce -6.5% | 7,469,269 | $402.3M |
| Bank of New York Mellon Corp | 0.07% | Reduce -0.2% | 7,288,383 | $392.6M |
| Soros Fund Management | 9.60% | Add +2.2% | 7,046,359 | $379.5M |
| Bank of America Corp. | 0.03% | Add +9.0% | 6,783,941 | $365.4M |
| Orbis Allan Gray Ltd | 1.68% | Add +2160.3% | 5,784,560 | $311.6M |
| Boston Partners | 0.37% | New | 5,643,128 | $304.4M |
| Victory Capital Management Inc. | 0.30% | Add +4456.7% | 5,491,092 | $295.8M |
| Nordea Investment Management AB | 0.28% | Add +11.0% | 5,039,818 | $272.0M |
| Pictet Asset Management Holding SA | 0.29% | Reduce -5.1% | 4,916,005 | $264.8M |
| Alliancebernstein L.P. | 0.09% | Add +30.0% | 4,901,172 | $264.0M |
| Amundi | 0.09% | Reduce -20.7% | 4,710,569 | $244.6M |
| Northern Trust Corp. | 0.03% | Add +13.1% | 4,535,347 | $244.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.1% | 4,378,178 | $235.8M |
| Lansdowne Partners (uk) LLP | 16.25% | Reduce -18.4% | 4,154,231 | $223.7M |
| Franklin Resources Inc. | 0.05% | Reduce -16.0% | 3,587,997 | $193.5M |
| Dimensional Fund Advisors LP | 0.05% | Add +32.7% | 3,551,357 | $191.3M |
| Legal & General Group Plc | 0.05% | Reduce -9.1% | 3,181,042 | $171.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -13.6% | 3,148,689 | $169.6M |
| Morgan Stanley | 0.01% | Add +4.7% | 3,105,456 | $167.3M |
| Polaris Capital Management, LLC | 7.85% | New | 3,020,764 | $162.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -2.0% | 2,997,901 | $161.5M |
| Causeway Capital Management LLC | 3.27% | Reduce -36.6% | 2,662,964 | $143.4M |
| UBS Group AG | 0.03% | Add +160.2% | 2,531,482 | $136.3M |
| Incentive AS | 61.06% | Add +53.6% | 2,285,423 | $123.1M |
| Thompson Siegel & Walmsley LLC | 1.70% | Reduce -23.2% | 2,011,720 | $108.4M |
| LBP Am SA | 1.46% | Reduce -31.2% | 2,001,503 | $107.8M |
| Zurich Insurance Group Ltd | 0.84% | Add +44.9% | 1,905,979 | $102.7M |
| Barclays PLC | 0.04% | Reduce -54.8% | 1,564,022 | $84.2M |
| Citigroup Inc. | 0.08% | Add +0.0% | 1,562,825 | $84.2M |
| Mackenzie Financial Corp. | 0.11% | Add +13.4% | 1,473,270 | $79.4M |
| Swiss National Bank | 0.05% | Reduce -4.6% | 1,468,897 | $79.1M |
| Vontobel Holding Ltd. | 0.26% | Add +10.7% | 1,407,034 | $75.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.15% | — | 1,346,991 | $72.8M |
| ARGA Investment Management, LP | 2.16% | Reduce -33.4% | 1,227,386 | $66.3M |
| Cullen Capital Management, LLC | 0.76% | Reduce -1.6% | 1,210,923 | $65.2M |
| Lakewood Capital Management, LP | 5.87% | Add +5.9% | 1,160,297 | $62.5M |
| Aviva PLC | 0.15% | Reduce -6.5% | 1,074,578 | $58.0M |
| Marshall Wace, LLP | 0.07% | Reduce -74.2% | 1,072,163 | $57.7M |
| Royal Bank of Canada | 0.01% | Add +44.0% | 1,067,691 | $57.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +1.8% | 1,059,201 | $57.0M |
| Patten & Patten Inc. | 3.49% | Reduce -2.0% | 982,190 | $52.9M |
| BNP Paribas Financial Markets | 0.04% | Add +41.7% | 961,618 | $51.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.5% | 949,098 | $51.1M |
| Compagnie Lombard Odier SCmA | 0.72% | Add +13.2% | 907,544 | $48.9M |
| Liontrust Investment Partners LLP | 0.68% | New | 866,481 | $46.8M |
| Rhumbline Advisers | 0.04% | Add +0.9% | 868,433 | $46.8M |
| Evelyn Partners Investment Management LLP | 1.49% | — | 850,281 | $45.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +7.7% | 787,732 | $41.2M |
| National Pension Service | 0.04% | Add +833.3% | 752,312 | $40.5M |
| Retirement Systems of Alabama | 0.15% | Add +0.2% | 747,037 | $40.2M |
| Rit Capital Partners PLC | 9.54% | New | 724,000 | $39.0M |
| Wellington Management Group LLP | 0.01% | Add +156.1% | 700,036 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +53.8% | 692,054 | $37.3M |
| Savant Capital, LLC | 0.29% | Add +37.0% | 678,444 | $36.5M |
| Natixis Advisors, LLC | 0.07% | Add +24.5% | 669,291 | $36.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.04% | Reduce -7.5% | 653,485 | $35.2M |
| California State Teachers Retirement System | 0.04% | Reduce -3.6% | 618,513 | $33.3M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +30.0% | 604,618 | $32.6M |
| Triodos Investment Management BV | 2.63% | Reduce -1.9% | 603,234 | $32.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.3% | 587,470 | $31.6M |
| Salem Investment Counselors Inc. | 1.04% | Reduce -0.5% | 586,932 | $31.6M |
| Janus Henderson Group PLC | 0.02% | Reduce -40.2% | 565,204 | $30.5M |
| Groupe la Francaise | 0.75% | — | 564,184 | $30.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.3% | 507,336 | $27.3M |
| Schonfeld Strategic Advisors LLC | 0.17% | Add +11911.1% | 506,870 | $27.3M |
| HSBC Holdings PLC | 0.02% | Add +43.1% | 505,215 | $27.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.10% | — | 499,797 | $26.9M |
| Flossbach Von Storch SE | 0.10% | Reduce -7.4% | 456,209 | $24.6M |
| Caisse de depot et placement du Quebec | 0.05% | Add +208.3% | 418,223 | $22.5M |
| Storebrand Asset Management As | 0.07% | Reduce -14.6% | 417,510 | $22.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -9.2% | 409,944 | $22.1M |
| Bank of Montreal | 0.01% | Add +0.8% | 409,253 | $22.0M |
| Artemis Investment Management LLP | 0.31% | New | 398,876 | $21.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +21.2% | 397,793 | $21.4M |
| ABN AMRO Bank N.V. | 0.28% | Reduce -1.0% | 389,687 | $20.9M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -4.7% | 381,135 | $20.5M |
| Paradigm Capital Management Inc. | 0.95% | No change | 378,880 | $20.4M |
| Arnhold LLC | 1.99% | Reduce -8.8% | 374,051 | $20.2M |
| Boston Common Asset Management, LLC | 0.59% | Add +13.7% | 373,970 | $20.1M |
| Cibc World Markets Corp. | 0.11% | Add +426.7% | 360,766 | $19.4M |
| Sei Investments Co. | 0.02% | Reduce -15.6% | 357,495 | $19.3M |
| Jane Street Group, LLC | 0.03% | Reduce -27.8% | 339,648 | $18.3M |
| Moore Capital Management, LP | 0.36% | Reduce -14.2% | 335,389 | $18.1M |
| Sycomore Asset Management | 2.57% | Reduce -11.4% | 488,737 | $18.0M |
| Banque Pictet & Cie SA | 0.17% | Add +134.7% | 331,019 | $17.8M |
| Groupama Asset Managment | 0.37% | Add +21.7% | 409,695 | $17.5M |
| Access Investment Management LLC | 5.07% | Reduce -0.8% | 324,620 | $17.5M |
| Tredje AP-fonden | 0.15% | Reduce -3.1% | 319,824 | $17.2M |
| Credit Agricole S A | 0.06% | Add +64.0% | 303,671 | $16.4M |
| Korea Investment CORP | 0.04% | Reduce -44.5% | 303,250 | $16.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.2% | 293,639 | $15.8M |
| Redwood Grove Capital, LLC | 4.88% | Reduce -8.2% | 292,636 | $15.8M |
| State of Wisconsin Investment Board | 0.04% | Reduce -26.1% | 285,586 | $15.4M |
| Melqart Asset Management (UK) Ltd | 2.02% | Reduce -61.4% | 278,712 | $15.0M |
| Swedbank AB | 0.02% | No change | 276,328 | $14.9M |
| Harris Associates (Oakmark Funds) | 0.02% | Reduce -90.1% | 273,845 | $14.7M |
| American Century Companies Inc. | 0.01% | Reduce -74.5% | 271,790 | $14.6M |
| Walleye Capital LLC | 0.15% | New | 268,507 | $14.5M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -2.0% | 259,306 | $14.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +1.3% | 250,913 | $13.5M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 247,964 | $13.4M |
| Allianz Asset Management GmbH | 0.02% | Reduce -57.8% | 243,475 | $13.1M |
| National Bank of Canada | 0.02% | Add +2102.8% | 239,508 | $12.9M |
| Treasurer of the State of North Carolina | 0.05% | Add +3.3% | 233,445 | $12.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +1.7% | 230,364 | $12.4M |
| KBC Group NV | 0.03% | Add +12.3% | 220,978 | $11.9M |
| State of Tennessee, Department of Treasury | 0.04% | Add +7.1% | 219,242 | $11.8M |
| Raymond James Financial Inc. | 0.00% | — | 212,862 | $11.5M |
| Voya Investment Management LLC | 0.01% | Reduce -25.2% | 208,138 | $11.2M |
| Susquehanna International Group, LLP | 0.02% | Add +116.1% | 201,344 | $10.8M |
| Lombard Odier Asset Management (Europe) Ltd | 0.73% | Add +249.8% | 199,391 | $10.7M |
| Asset Management One Co., Ltd. | 0.04% | Add +5.9% | 196,794 | $10.7M |
| Holowesko Partners Ltd. | 4.87% | No change | 197,338 | $10.6M |
| Danske Bank A/S | 0.03% | Reduce -3.7% | 194,716 | $10.5M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 193,382 | $10.4M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Add +7.9% | 190,906 | $10.3M |
| Riposte Capital LLC | 5.41% | Reduce -5.0% | 190,000 | $10.2M |
| Police & Firemen's Retirement System of New Jersey | 0.10% | — | 186,447 | $10.0M |
| Private Management Group Inc. | 0.36% | Reduce -3.5% | 183,603 | $9.9M |
| M&G PLC | 0.06% | Reduce -3.1% | 182,893 | $9.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.7% | 182,229 | $9.8M |
| TD Asset Management Inc | 0.01% | Add +33.2% | 181,135 | $9.8M |
| LPL Financial LLC | 0.00% | Add +120.6% | 180,908 | $9.7M |
| Van Den Berg Management I, Inc. | 2.80% | Reduce -2.1% | 180,629 | $9.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -5.4% | 177,596 | $9.6M |
| Millennium Management | 0.01% | Reduce -90.8% | 175,090 | $9.4M |
| Man Group plc | 0.03% | Add +31.7% | 175,030 | $9.4M |
| KLP Kapitalforvaltning As | 0.04% | — | 173,371 | $9.3M |
| CastleKnight Management LP | 1.08% | New | 171,200 | $9.2M |
| Slate Path Capital LP | 0.16% | New | 167,000 | $9.0M |
| Oppenheimer Asset Management Inc. | 0.11% | Reduce -0.6% | 166,491 | $9.0M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +0.6% | 161,709 | $8.7M |
| Hartree Partners, LP | 3.16% | Add +68.6% | 157,299 | $8.5M |
| Fisher Funds Management LTD | 0.20% | — | 156,444 | $8.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.08% | New | 155,200 | $8.4M |
| Arizona State Retirement System | 0.05% | Add +1.5% | 151,023 | $8.1M |
| Gateway Investment Advisers LLC | 0.09% | Add +4.9% | 149,888 | $8.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +12.7% | 146,650 | $7.9M |
| State of Michigan Retirement System | 0.04% | Add +3.7% | 145,264 | $7.8M |
| Lighthouse Investment Partners, LLC | 0.28% | Add +263.5% | 135,000 | $7.3M |
| Handelsbanken Fonder AB | 0.03% | New | 132,000 | $7.1M |
| LMR Partners LLP | 0.16% | New | 131,840 | $7.1M |
| MetLife Investment Management, LLC | 0.04% | Add +1.9% | 131,187 | $7.1M |
| Kwmg, LLC | 0.72% | Reduce -1.5% | 129,410 | $7.0M |
| De Lisle Partners LLP | 0.99% | Add +25.0% | 125,000 | $6.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.06% | New | 125,046 | $6.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -6.1% | 120,303 | $6.5M |
| Corebridge Financial, Inc. | 0.03% | Reduce -4.5% | 117,165 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +24.3% | 114,732 | $6.2M |
| Mediolanum International Funds Ltd | 0.08% | New | 115,468 | $6.2M |
| SG Americas Securities, LLC | 0.03% | Add +565.2% | 113,515 | $6.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.23% | Add +4.7% | 113,117 | $6.1M |
| Manning & Napier Advisors LLC | 0.07% | Add +14.7% | 109,767 | $5.9M |
| Forsta Ap-Fonden | 0.04% | Reduce -1.0% | 109,700 | $5.9M |
| Xponance LLC | 0.05% | Add +1.4% | 107,522 | $5.8M |
| Czech National Bank | 0.05% | Add +6.6% | 107,142 | $5.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -2.2% | 105,071 | $5.7M |
| Rathbones Group PLC | 0.03% | Reduce -8.0% | 104,102 | $5.6M |
| Evelyn Partners Investment Management (Europe) Ltd | 2.01% | — | 102,486 | $5.5M |
| DNB Asset Management AS | 0.02% | Add +2.8% | 101,575 | $5.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +14.9% | 99,575 | $5.4M |
| Evelyn Partners Investment Management Services Ltd | 0.92% | — | 98,335 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +12.9% | 98,129 | $5.3M |
| Alpha Omega Wealth Management LLC | 1.00% | New | 97,505 | $5.3M |
| Amalgamated Bank | 0.04% | Reduce -1.8% | 96,406 | $5.2M |
| APG Asset Management N.V. | 0.01% | Reduce -38.8% | 89,019 | $4.6M |
| ProShare Advisors LLC | 0.01% | Add +9.2% | 84,226 | $4.5M |
| Exane Asset Management | 2.54% | New | 99,802 | $4.5M |
| Letko, Brosseau & Associates Inc. | 0.09% | Reduce -2.4% | 81,850 | $4.4M |
| CIBC Asset Management Inc | 0.01% | Add +11.9% | 81,269 | $4.4M |
| Sage Capital Advisors,llc | 1.11% | Reduce -0.0% | 79,494 | $4.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -21.0% | 79,387 | $4.3M |
| Polar Capital Holdings Plc | 0.02% | Reduce -85.1% | 78,590 | $4.2M |
| Old North State Wealth Management, LLC | 2.35% | Add +1.0% | 77,437 | $4.2M |
| Beverly Hills Private Wealth, LLC | 0.83% | Add +37.0% | 76,152 | $4.1M |
| Aberdeen Group plc | 0.01% | Add +31.1% | 70,801 | $3.8M |
| Mesirow Institutional Investment Management, Inc. | 0.29% | Add +22.4% | 70,774 | $3.8M |
| Raiffeisen Bank International AG | 0.06% | — | 69,134 | $3.7M |
| New York Life Investment Management LLC | 0.04% | Add +1.1% | 67,206 | $3.6M |
| Wharton Business Group, LLC | 0.16% | Reduce -47.4% | 67,094 | $3.6M |
| Nomura Holdings Inc. | 0.02% | New | 66,735 | $3.6M |
| Walnut Level Capital LLC | 1.92% | New | 65,000 | $3.5M |
| Richard P Slaughter Associates Inc | 0.78% | Reduce -0.8% | 64,848 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.4% | 64,330 | $3.5M |
| Uniplan Investment Counsel, Inc. | 0.33% | Add +0.7% | 63,574 | $3.4M |
| SWS Partners | 1.04% | Reduce -1.9% | 63,508 | $3.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.3% | 62,889 | $3.4M |
| ING Groep NV | 0.02% | Reduce -4.3% | 63,113 | $3.4M |
| BIP Wealth, LLC | 0.23% | Add +0.0% | 63,081 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -8.1% | 61,191 | $3.3M |
| M&T Bank Corp | 0.01% | Reduce -19.1% | 60,555 | $3.3M |
| Mutual of America Capital Management LLC | 0.03% | New | 59,189 | $3.2M |
| Tocqueville Asset Management L.P. | 0.05% | Add +7.2% | 59,003 | $3.2M |
| Public Sector Pension Investment Board | 0.01% | Add +223.3% | 58,401 | $3.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +2.0% | 58,225 | $3.1M |
| NorthCoast Asset Management LLC | 0.02% | Add +7.6% | 57,834 | $3.1M |
| Twin Capital Management Inc. | 0.34% | Add +3.3% | 57,504 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.6% | 56,674 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.7% | 56,339 | $3.0M |
| Utah Retirement Systems | 0.03% | No change | 56,320 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Add +0.5% | 55,898 | $3.0M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -72.4% | 55,603 | $3.0M |
| DoubleLine ETF Adviser LP | 0.80% | New | 54,741 | $2.9M |
| Public Employees Retirement Association of Colorado | 0.01% | Add +89.5% | 53,413 | $2.9M |
| Werlinich Asset Management, LLC | 1.62% | No change | 51,900 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.0% | 48,800 | $2.6M |
| Metis Global Partners, LLC | 0.08% | Add +1.3% | 47,326 | $2.5M |
| Mizuho Securities USA LLC | 0.05% | Add +46.4% | 46,834 | $2.5M |
| Burney Co./ | 0.09% | Reduce -0.7% | 46,481 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -3.7% | 45,861 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +360.9% | 45,645 | $2.5M |
| Pacer Advisors, Inc. | 0.01% | Add +23.0% | 44,984 | $2.4M |
| Pinnacle Associates Ltd. | 0.03% | New | 44,539 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -94.6% | 44,032 | $2.4M |
| Investors Research Corp | 0.52% | Reduce -1.4% | 44,001 | $2.4M |
| Generali Asset Management SPA SGR | 0.06% | — | 54,127 | $2.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 39,214 | $2.3M |
| Troluce Capital Advisors LLC | 0.23% | Reduce -53.5% | 43,063 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +12.6% | 42,888 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +29.1% | 42,487 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +110.9% | 42,613 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.4% | 42,360 | $2.3M |
| Bank Pictet & Cie (Europe) AG | 0.05% | Add +40.6% | 42,104 | $2.3M |
| Fruth Investment Management | 0.62% | Reduce -6.0% | 41,556 | $2.2M |
| Adams Natural Resources Fund, Inc. | 0.35% | No change | 41,300 | $2.2M |
| Macquarie Group Ltd. | 0.00% | Add +68.9% | 59,865 | $2.2M |
| Panagora Asset Management Inc. | 0.01% | Add +739.7% | 38,225 | $2.1M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -3.3% | 37,753 | $2.0M |
| Ethic Inc. | 0.04% | New | 37,462 | $2.0M |
| Recurrent Investment Advisors LLC | 0.18% | Add +100.9% | 37,071 | $2.0M |
| Mainstay Capital Management LLC | 0.30% | Add +1.1% | 36,793 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +17.9% | 36,717 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.8% | 36,308 | $2.0M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.23% | Reduce -12.4% | 35,551 | $1.9M |
| Quantinno Capital Management LP | 0.02% | Add +17.2% | 35,024 | $1.9M |
| Timucuan Asset Management Inc. | 0.06% | No change | 35,000 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Add +42.2% | 34,738 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +364.4% | 34,062 | $1.8M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.4% | 33,905 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Reduce -4.3% | 32,985 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -34.8% | 32,748 | $1.8M |
| Tidal Investments LLC | 0.01% | Reduce -4.0% | 32,660 | $1.8M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +258.1% | 31,954 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Add +2.0% | 31,714 | $1.7M |
| One68 Global Capital, LLC | 0.90% | — | 31,326 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -27.7% | 30,122 | $1.6M |
| Woodline Partners LP | 0.01% | New | 29,676 | $1.6M |
| Meiji Yasuda Life Insurance Co | 0.03% | No change | 29,018 | $1.6M |
| Mariner, LLC | 0.00% | Add +37.4% | 28,783 | $1.6M |
| Transform Wealth, LLC | 0.08% | Reduce -1.9% | 28,250 | $1.5M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 28,202 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -7.4% | 27,599 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +7.9% | 27,095 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.3% | 26,600 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | New | 26,558 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +17.3% | 26,674 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.2% | 25,269 | $1.4M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.39% | Reduce -81.3% | 25,000 | $1.3M |
| Creative Planning | 0.00% | Add +46.2% | 24,382 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.2% | 24,287 | $1.3M |
| Weatherly Asset Management L. P. | 0.11% | Reduce -4.9% | 23,623 | $1.3M |
| Abacus Planning Group, Inc. | 0.22% | New | 23,597 | $1.3M |
| WINTON GROUP Ltd | 0.08% | Add +102.7% | 23,505 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -7.5% | 23,485 | $1.3M |
| Verition Fund Management LLC | 0.01% | Reduce -70.3% | 23,470 | $1.3M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 23,000 | $1.2M |
| Investment Management Corp of Ontario | 0.04% | Add +32.9% | 22,917 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.2% | 22,189 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -19.1% | 22,011 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.5% | 22,998 | $1.2M |
| Diligent Investors, LLC | 0.27% | Reduce -0.9% | 21,910 | $1.2M |
| AlphaStar Capital Management, LLC | 0.12% | Add +13.3% | 21,645 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +129.2% | 21,539 | $1.2M |
| AXA S.A. | 0.00% | Reduce -67.4% | 21,002 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,382 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +66.4% | 20,108 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -12.9% | 20,001 | $1.1M |
| Composition Wealth, LLC | 0.02% | New | 19,950 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -43.2% | 19,486 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 19,373 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Reduce -65.8% | 18,959 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +142.3% | 17,885 | $963K |
| US Bancorp \de | 0.00% | Add +10.0% | 17,602 | $948K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +8.0% | 17,416 | $938K |
| First Hawaiian Bank | 0.03% | New | 17,374 | $936K |
| Norinchukin Bank, The | 0.02% | Reduce -2.7% | 17,367 | $935K |
| Synovus Financial Corp. | 0.01% | Reduce -0.6% | 17,258 | $930K |
| 626 Financial, LLC | 0.50% | Reduce -9.5% | 17,175 | $925K |
| Capstone Investment Advisors, LLC | 0.01% | Add +86.9% | 16,992 | $915K |
| Dynasty Wealth Management, LLC | 0.02% | New | 16,711 | $900K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 15,866 | $855K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -9.9% | 15,865 | $854K |
| Icon Wealth Advisors, LLC | 0.07% | Add +1.7% | 15,771 | $849K |
| Group One Trading LLC | 0.03% | Reduce -76.5% | 15,759 | $849K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -64.4% | 15,534 | $837K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.9% | 15,474 | $833K |
| Allstate Corp. | 0.02% | New | 15,287 | $823K |
| Crossmark Global Holdings, Inc. | 0.02% | No change | 15,253 | $822K |
| Praxis Investment Management Inc. | 0.05% | Add +93.1% | 15,180 | $818K |
| South Dakota Investment Council | 0.02% | No change | 14,914 | $803K |
| Contravisory Investment Management, Inc. | 0.16% | Add +2.6% | 14,189 | $764K |
| MML Investors Services, LLC | 0.00% | Add +70.2% | 14,129 | $761K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -79.2% | 14,054 | $757K |
| Moody National Bank Trust Division | 0.08% | New | 13,718 | $739K |
| HB Wealth Management, LLC | 0.01% | New | 13,272 | $715K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +45.5% | 13,151 | $708K |
| Patten Group, Inc. | 0.15% | Add +4.1% | 12,904 | $695K |
| Valeo Financial Advisors, LLC | 0.02% | New | 12,673 | $683K |
| Fullcircle Wealth LLC | 0.28% | New | 12,462 | $681K |
| GC Wealth Management RIA, LLC | 0.12% | Add +19.0% | 12,519 | $674K |
| Park Avenue Securities LLC | 0.01% | Add +9.1% | 12,394 | $668K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.6% | 12,301 | $663K |
| Jump Financial, LLC | 0.01% | New | 11,632 | $627K |
| United Services Automobile Association | 0.02% | Add +6.8% | 11,572 | $623K |
| Citizens Financial Group Inc. | 0.01% | Add +10.0% | 11,565 | $623K |
| Vident Advisory, LLC | 0.01% | Add +109.9% | 11,316 | $609K |
| Jupiter Asset Management Ltd. | 0.01% | Reduce -91.0% | 11,215 | $604K |
| NEOS Investment Management LLC | 0.01% | Add +28.7% | 11,139 | $600K |
| Kestra Advisory Services, LLC | 0.00% | Add +31.2% | 11,103 | $598K |
| Profund Advisors LLC | 0.02% | Reduce -22.0% | 10,838 | $584K |
| Blue Trust, Inc. | 0.01% | New | 10,747 | $579K |
| Modern Wealth Management, LLC | 0.02% | New | 10,686 | $576K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.3% | 10,385 | $559K |
| Vestcor Inc | 0.02% | Reduce -0.1% | 10,299 | $555K |
| Kimelman & Baird, LLC | 0.04% | Reduce -0.9% | 10,250 | $552K |
| Lombard Odier Asset Management (Switzerland) SA | 0.04% | New | 10,195 | $549K |
| McDonald Partners LLC | 0.14% | No change | 10,000 | $539K |
| Forum Financial Management, LP | 0.01% | Add +61.9% | 9,779 | $527K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 9,574 | $516K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.3% | 9,527 | $513K |
| Focus Partners Wealth | 0.00% | New | 9,496 | $511K |
| Empowered Funds, LLC | 0.01% | Add +9.9% | 9,478 | $510K |
| Caprock Group, LLC | 0.02% | Add +65.8% | 9,426 | $508K |
| Wealth Alliance, LLC | 0.06% | New | 9,421 | $507K |
| Diversified Trust Co. | 0.01% | Reduce -30.8% | 9,384 | $505K |
| Ossiam | 0.01% | Add +239.2% | 9,365 | $504K |
| Sapience Investments, LLC | 0.29% | Reduce -31.8% | 9,174 | $494K |
| Radnor Capital Management, LLC | 0.08% | Reduce -4.9% | 9,167 | $494K |
| BIP Alliance, LLC | 0.21% | — | 9,060 | $488K |
| Catalyst Funds Management Pty Ltd | 0.12% | New | 8,900 | $479K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 8,797 | $474K |
| Regions Financial Corp. | 0.00% | New | 8,741 | $471K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.22% | Reduce -1.8% | 8,435 | $454K |
| Old National Bancorp | 0.01% | Add +52.9% | 8,359 | $450K |
| Ruffer LLP | 0.02% | Reduce -99.8% | 8,300 | $447K |
| Fifth Third Bancorp | 0.00% | Reduce -10.4% | 8,271 | $445K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +30.1% | 8,260 | $445K |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 8,259 | $445K |
| Hartford Financial Management Inc. | 0.09% | Reduce -31.5% | 8,255 | $445K |
| V-Square Quantitative Management LLC | 0.06% | Reduce -4.4% | 8,217 | $443K |
| Schechter Investment Advisors, LLC | 0.03% | New | 8,172 | $440K |
| Pflug Koory, LLC | 0.03% | Add +2.2% | 8,017 | $432K |
| MYDA Advisors LLC | 0.12% | New | 8,000 | $431K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -29.2% | 7,951 | $428K |
| Jones Financial Companies LLLP | 0.00% | Add +79.0% | 7,869 | $424K |
| Empirical Finance, LLC | 0.02% | Reduce -2.9% | 7,841 | $422K |
| Wesbanco Bank Inc. | 0.01% | New | 7,764 | $418K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.02% | New | 7,600 | $409K |
| Ieq Capital, LLC | 0.00% | Reduce -5.5% | 7,578 | $408K |
| Moneco Advisors, LLC | 0.04% | Add +2.2% | 7,499 | $404K |
| Womack Financial LLC | 0.35% | — | 7,361 | $396K |
| Mufg Securities Americas Inc. | 0.05% | — | 7,294 | $393K |
| Bridgewater Associates | 0.00% | Reduce -91.0% | 7,269 | $392K |
| Captrust Financial Advisors | 0.00% | Add +41.7% | 7,269 | $391K |
| AQR Capital Management | 0.00% | Add +2.5% | 7,047 | $381K |
| Fulton Bank, N.A. | 0.01% | New | 6,905 | $372K |
| Benjamin Edwards Inc. | 0.01% | Reduce -8.6% | 6,891 | $371K |
| Bessemer Group Inc. | 0.00% | Add +3.0% | 6,771 | $364K |
| GAMMA Investing LLC | 0.03% | Add +34.1% | 6,754 | $364K |
| Horizon Investments, LLC | 0.01% | Add +0.8% | 6,751 | $364K |
| Advisory Services Network, LLC | 0.01% | New | 6,424 | $346K |
| Independent Advisor Alliance | 0.00% | Add +5.4% | 6,421 | $346K |
| Waverly Advisors, LLC | 0.01% | Reduce -11.7% | 6,205 | $334K |
| Mgo One Seven LLC | 0.01% | New | 6,165 | $332K |
| Executive Wealth Management, LLC | 0.03% | No change | 6,000 | $323K |
| Cwm, LLC | 0.00% | Add +30.3% | 5,988 | $323K |
| Geneos Wealth Management Inc. | 0.01% | New | 5,957 | $321K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +4.3% | 5,763 | $310K |
| Ostrum Asset Management | 0.03% | Reduce -4.0% | 5,703 | $307K |
| QRG Capital Management, Inc. | 0.00% | New | 5,677 | $306K |
| Stephens Inc. | 0.00% | Add +3.7% | 5,616 | $302K |
| Fiduciary Trust Co | 0.00% | Reduce -6.5% | 5,615 | $302K |
| Van Eck Associates Corp. | 0.00% | Reduce -7.3% | 5,540 | $298K |
| West Paces Advisors Inc. | 0.07% | New | 5,453 | $294K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -12.6% | 5,439 | $293K |
| Commerce Bank | 0.00% | No change | 5,410 | $291K |
| Park National Corp. | 0.01% | New | 5,408 | $291K |
| Harbor Advisors LLC | 0.04% | No change | 5,315 | $286K |
| &partners | 0.00% | New | 5,367 | $286K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.7% | 5,204 | $280K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,155 | $278K |
| GeoWealth Management, LLC | 0.01% | Add +73.8% | 5,029 | $271K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,997 | $269K |
| Gsa Capital Partners LLP | 0.02% | Add +13.6% | 4,934 | $266K |
| GTS Securities LLC | 0.01% | New | 4,899 | $264K |
| Teacher Retirement System of Texas | 0.00% | Reduce -97.1% | 4,867 | $262K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -56.0% | 4,824 | $260K |
| Independent Financial Group, LLC | 0.01% | New | 4,789 | $258K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -3.3% | 4,763 | $258K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -0.0% | 4,763 | $257K |
| Fiduciary Alliance LLC | 0.03% | New | 4,700 | $253K |
| Citizens National Bank Trust Department | 0.05% | New | 4,690 | $253K |
| Argent Trust Co | 0.01% | No change | 4,609 | $248K |
| Cibc World Market Inc. | 0.00% | Reduce -22.2% | 4,580 | $247K |
| NewEdge Advisors, LLC | 0.00% | Add +202.9% | 4,538 | $244K |
| Integrated Investment Consultants, LLC | 0.05% | No change | 4,500 | $242K |
| Nilsine Partners, LLC | 0.03% | New | 4,479 | $241K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.4% | 4,460 | $240K |
| Perpetual Ltd | 0.00% | No change | 4,331 | $233K |
| Compound Planning, Inc. | 0.01% | Reduce -15.3% | 4,294 | $231K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -4.9% | 4,261 | $229K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,195 | $226K |
| HighPoint Advisor Group LLC | 0.01% | New | 4,196 | $225K |
| Quantessence Capital LLC | 0.09% | — | 4,066 | $219K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 4,000 | $215K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,839 | $207K |
| Ridgeline Wealth Planning, LLC | 0.20% | — | 3,822 | $206K |
| Keybank National Association | 0.00% | Reduce -25.8% | 3,794 | $204K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -18.1% | 3,752 | $202K |
| Farther Finance Advisors, LLC | 0.01% | New | 3,692 | $199K |
| Turim 21 Investimentos Ltda. | 0.05% | No change | 3,660 | $194K |
| Penserra Capital Management LLC | 0.00% | Add +17019.0% | 3,595 | $193K |
| Security National Bank | 0.03% | New | 3,357 | $181K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +20.6% | 3,272 | $176K |
| Simplex Trading, LLC | 0.00% | Add +34.0% | 3,261 | $175K |
| Mirova | 0.03% | Reduce -4.0% | 3,143 | $169K |
| Optiver Holding B.V. | 0.01% | Reduce -54.2% | 2,991 | $161K |
| CI Investments Inc. | 0.00% | Reduce -35.6% | 2,914 | $157K |
| Skylands Capital, LLC | 0.02% | No change | 2,867 | $154K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 2,411 | $130K |
| Covestor Ltd | 0.08% | Add +8.9% | 2,308 | $124K |
| Cary Street Partners Financial LLC | 0.00% | — | 2,177 | $117K |
| Sentry Investment Management LLC | 0.05% | Reduce -14.0% | 2,073 | $112K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,027 | $109K |
| Cary Street Partners Investment Advisory LLC | 0.07% | New | 2,017 | $109K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,977 | $106K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.0% | 1,836 | $99K |
| Bfsg, LLC | 0.01% | No change | 1,825 | $98K |
| MAI Capital Management | 0.00% | New | 1,752 | $94K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.6% | 1,728 | $93K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +0.1% | 1,685 | $91K |
| Allworth Financial LP | 0.00% | Reduce -2.5% | 1,626 | $90K |
| Caitong International Asset Management Co., Ltd | 0.08% | — | 1,606 | $86K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.2% | 1,493 | $80K |
| Caldwell Sutter Capital, Inc. | 0.04% | New | 1,443 | $78K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -15.4% | 1,426 | $77K |
| Assetmark, Inc. | 0.00% | Add +16.6% | 1,390 | $75K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.1% | 1,205 | $65K |
| Atlatl Advisers LLC | 0.04% | — | 1,165 | $63K |
| UMB Bank, n.a. | 0.00% | New | 1,086 | $58K |
| Towne Trust Company, N.A | 0.02% | No change | 1,084 | $58K |
| Whipplewood Advisors, LLC | 0.03% | — | 1,082 | $58K |
| Signaturefd, LLC | 0.00% | Reduce -80.7% | 1,079 | $58K |
| Mather Group, Llc. | 0.00% | Add +116.9% | 1,076 | $58K |
| Oakworth Capital, Inc. | 0.00% | Reduce -51.2% | 1,002 | $54K |
| Twin Lakes Capital Management, LLC | 0.03% | No change | 981 | $53K |
| First United Bank & Trust | 0.02% | New | 958 | $52K |
| Gen-Wealth Partners Inc | 0.02% | No change | 955 | $51K |
| Huntington National Bank | 0.00% | New | 921 | $50K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 907 | $49K |
| Cromwell Holdings LLC | 0.03% | No change | 847 | $46K |
| Manchester Capital Management LLC | 0.01% | Add +19.8% | 834 | $45K |
| Center for Financial Planning, Inc. | 0.01% | No change | 809 | $44K |
| Tompkins Financial Corp. | 0.00% | New | 780 | $42K |
| Quadrant Capital Group LLC | 0.00% | Reduce -15.8% | 759 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 754 | $41K |
| First Horizon Advisors, Inc. | 0.00% | Add +448.8% | 697 | $38K |
| Principal Securities, Inc. | 0.00% | Add +49.1% | 695 | $37K |
| Spire Wealth Management | 0.00% | New | 669 | $36K |
| Montag A & Associates Inc. | 0.00% | No change | 645 | $35K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 641 | $35K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 600 | $32K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 565 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | New | 554 | $30K |
| Fairscale Capital, LLC | 0.03% | No change | 550 | $30K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 520 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +117.7% | 516 | $28K |
| Versant Capital Management, Inc | 0.01% | New | 506 | $27K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -2.3% | 504 | $27K |
| NFSG Corp | 0.01% | No change | 500 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -96.9% | 484 | $26K |
| Retirement Wealth Solutions LLC | 0.02% | — | 484 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 446 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.8% | 440 | $24K |
| Rakuten Securities, Inc. | 0.01% | New | 396 | $21K |
| Creative Financial Designs Inc. | 0.00% | New | 381 | $21K |
| Quarry LP | 0.00% | New | 368 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | Add +41.3% | 373 | $19K |
| NBT Bank, N.A. | 0.00% | No change | 356 | $19K |
| HM Payson & Co. | 0.00% | No change | 350 | $19K |
| Hexagon Capital Partners LLC | 0.00% | New | 313 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $16K |
| Monetary Management Group Inc. | 0.00% | No change | 300 | $16K |
| Rise Advisors, LLC | 0.01% | New | 292 | $16K |
| Meeder Asset Management Inc. | 0.00% | Add +60.6% | 289 | $16K |
| WPG Advisers, LLC | 0.01% | — | 284 | $15K |
| CVA Family Office, LLC | 0.00% | Reduce -47.0% | 280 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 266 | $14K |
| Lindbrook Capital, LLC | 0.00% | Reduce -21.8% | 251 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +4.2% | 250 | $13K |
| Sandy Spring Bank | 0.00% | No change | 235 | $13K |
| Venturi Wealth Management, LLC | 0.00% | New | 227 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 224 | $12K |
| Hall Laurie J Trustee | 0.00% | No change | 225 | $12K |
| Loomis Sayles & Co. L P | 0.00% | New | 200 | $11K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 200 | $11K |
| Larson Financial Group LLC | 0.00% | Add +112.9% | 198 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 190 | $10K |
| Quent Capital, LLC | 0.00% | New | 185 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | New | 181 | $10K |
| Atala Financial Inc | 0.01% | — | 178 | $10K |
| Colonial Trust Co / SC | 0.00% | Add +1383.3% | 178 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -3.5% | 168 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -95.4% | 163 | $9K |
| JNBA Financial Advisors | 0.00% | Reduce -50.0% | 161 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 150 | $8K |
| Centerpoint Advisors, LLC | 0.00% | No change | 150 | $8K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.7% | 144 | $8K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 155 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -25.7% | 139 | $7K |
| Sierra Ocean, LLC | 0.01% | — | 132 | $7K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 131 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 127 | $7K |
| Main Street Group, LTD | 0.00% | Add +0.8% | 121 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 117 | $6K |
| Key Financial Inc | 0.00% | No change | 117 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 115 | $6K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 110 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 110 | $6K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 106 | $6K |
| Abound Wealth Management | 0.00% | Add +127.3% | 100 | $5K |
| Crowley Wealth Management, Inc. | 0.00% | — | 100 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -94.5% | 100 | $5K |
| Continuum Advisory, LLC | 0.00% | Reduce -24.2% | 94 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.1% | 91 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 90 | $5K |
| Sound Income Strategies, LLC | 0.00% | Reduce -70.1% | 85 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 75 | $4K |
| Hemington Wealth Management | 0.00% | Reduce -17.8% | 88 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 73 | $4K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -40.0% | 72 | $4K |
| Aspect Partners, LLC | 0.00% | New | 67 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 66 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Add +36.2% | 64 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -24.4% | 59 | $3K |
| DT Investment Partners, LLC | 0.00% | No change | 60 | $3K |
| Whittier Trust Co. | 0.00% | New | 60 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +26.1% | 58 | $3K |
| Private Trust Co. NA | 0.00% | Add +30.9% | 55 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 54 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 54 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 45 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 41 | $2K |
| Avior Wealth Management, LLC | 0.00% | Add +122.2% | 40 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -22.0% | 39 | $2K |
| Headlands Technologies LLC | 0.00% | New | 37 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +94.1% | 33 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 32 | $2K |
| TD Capital Management LLC | 0.00% | New | 31 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 28 | $2K |
| Core Alternative Capital | 0.00% | New | 28 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +62.5% | 26 | $1K |
| Clark Wealth Partners | 0.00% | — | 26 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | New | 26 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 25 | $1K |
| Private Wealth Management Group, LLC | 0.00% | New | 23 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 23 | $1K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 21 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 20 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 20 | $1K |
| Avion Wealth | 0.00% | Reduce -75.7% | 27 | $1K |
| Riverview Trust Co | 0.00% | New | 14 | $754 |
| Principia Wealth Advisory, LLC | 0.00% | — | 14 | $754 |
| SJS Investment Consulting Inc. | 0.00% | New | 12 | $647 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 12 | $647 |
| Grove Bank & Trust | 0.00% | New | 12 | $646 |
| Rothschild Investment LLC | 0.00% | New | 12 | $646 |
| AdvisorNet Financial, Inc | 0.00% | New | 10 | $539 |
| True Wealth Design, LLC | 0.00% | New | 9 | $485 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 9 | $484 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 8 | $431 |
| Global Financial Private Client, LLC | 0.00% | New | 6 | $323 |
| HHM Wealth Advisors, LLC | 0.00% | New | 5 | $270 |
| Winnacle Wealth LLC | 0.00% | — | 5 | $223 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4 | $215 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $108 |
| Cape Investment Advisory, Inc. | 0.00% | New | 2 | $108 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $67 |
| Activest Wealth Management | 0.00% | New | 1 | $54 |
| HBC Financial Services, PLLC | 0.00% | No change | 8 | $0 |
| Evolution Advisers, Inc. | 0.00% | No change | 16 | $0 |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.