Smurfit WestrockSW
13F holders, Q1 2025 (March 31)596holders −6
69new positions
74sold out
6famous investors
$45.01avg. 13F price*
At the end of Q1 2025, 596 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, down 6 from Q4 2024. 69 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.0B) and Nuveen, LLC ($1.1B). 6 famous investors held it, including George Soros (7.8% of Soros Fund Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $220.3M |
| Exits | 74 | $232.1M |
All 13F filers, Q4 2024 → Q1 2025: 30,744,103 shares bought and 30,295,838 shares sold, net +448,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| Vanguard Group Inc. | 0.06% | Add +0.4% | 79,187,333 | $3.6B |
| BlackRock, Inc. | 0.04% | Add +4.8% | 43,478,875 | $2.0B |
| Nuveen, LLC | 0.32% | — | 23,331,099 | $1.1B |
| Norges Bank | 0.14% | Reduce -10.4% | 21,617,935 | $972.2M |
| Capital Research Global Investors | 0.21% | Add +16.2% | 21,432,311 | $965.7M |
| State Street Corp. | 0.04% | Add +4.6% | 20,440,002 | $921.3M |
| Geode Capital Management, LLC | 0.05% | Add +4.3% | 14,944,462 | $671.6M |
| FIL Ltd | 0.47% | Add +0.8% | 11,045,763 | $496.9M |
| FMR LLC | 0.03% | Add +8.4% | 10,625,028 | $478.6M |
| Invesco Ltd. | 0.09% | Add +4.0% | 10,244,072 | $461.6M |
| Orbis Allan Gray Ltd | 2.61% | Add +74.8% | 10,114,213 | $455.7M |
| Ameriprise Financial Inc. | 0.10% | Reduce -6.4% | 8,428,762 | $379.8M |
| Deutsche Bank AG | 0.13% | Reduce -1.8% | 7,338,884 | $330.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -2.6% | 7,101,388 | $320.0M |
| Soros Fund Management | 7.78% | Reduce -2.8% | 6,852,665 | $308.8M |
| JPMorgan Chase & Co. | 0.02% | Add +39.3% | 6,100,067 | $274.9M |
| Alliancebernstein L.P. | 0.09% | Add +16.1% | 5,689,254 | $256.4M |
| Boston Partners | 0.29% | Reduce -4.8% | 5,374,682 | $241.2M |
| Nordea Investment Management AB | 0.24% | Add +1.6% | 5,121,729 | $228.7M |
| Pictet Asset Management Holding SA | 0.25% | Add +0.6% | 4,947,415 | $222.9M |
| Franklin Resources Inc. | 0.07% | Add +38.1% | 4,956,341 | $222.7M |
| Amundi | 0.08% | Add +6.6% | 5,022,339 | $214.5M |
| Bank of America Corp. | 0.02% | Reduce -30.7% | 4,701,471 | $211.8M |
| Northern Trust Corp. | 0.03% | Reduce -5.5% | 4,285,833 | $193.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +16.6% | 4,138,983 | $186.5M |
| Morgan Stanley | 0.01% | Add +18.6% | 3,682,184 | $165.9M |
| Legal & General Group Plc | 0.04% | Add +14.0% | 3,625,991 | $162.5M |
| Citigroup Inc. | 0.11% | Add +111.0% | 3,296,743 | $148.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.5% | 2,924,500 | $131.8M |
| Causeway Capital Management LLC | 2.54% | Add +1.2% | 2,693,844 | $121.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -19.2% | 2,542,733 | $114.6M |
| Polaris Capital Management, LLC | 6.37% | Reduce -18.2% | 2,470,323 | $111.3M |
| Incentive AS | 63.93% | Add +1.2% | 2,312,540 | $104.2M |
| Marshall Wace, LLP | 0.12% | Add +80.5% | 1,934,910 | $87.2M |
| Lansdowne Partners (uk) LLP | 12.32% | Reduce -53.5% | 1,929,952 | $87.0M |
| UBS Group AG | 0.02% | Reduce -25.0% | 1,899,473 | $85.6M |
| Thompson Siegel & Walmsley LLC | 1.45% | Reduce -5.9% | 1,892,320 | $85.3M |
| Barclays PLC | 0.04% | Add +16.6% | 1,823,237 | $82.2M |
| Millennium Management | 0.07% | Add +787.0% | 1,553,079 | $70.0M |
| Swiss National Bank | 0.05% | Reduce -0.1% | 1,466,997 | $66.1M |
| Vontobel Holding Ltd. | 0.23% | Add +1.0% | 1,421,506 | $64.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.12% | Reduce -6.8% | 1,256,052 | $56.1M |
| Mackenzie Financial Corp. | 0.08% | Reduce -19.5% | 1,186,188 | $53.2M |
| Lakewood Capital Management, LP | 4.66% | No change | 1,160,297 | $52.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.1% | 1,047,122 | $47.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.3% | 989,425 | $44.6M |
| BNP Paribas Financial Markets | 0.03% | Add +2.6% | 986,592 | $44.5M |
| Patten & Patten Inc. | 2.96% | Reduce -0.2% | 980,340 | $44.2M |
| Wellington Management Group LLP | 0.01% | Add +38.5% | 969,929 | $43.7M |
| Royal Bank of Canada | 0.01% | Reduce -11.9% | 940,766 | $42.4M |
| Rhumbline Advisers | 0.04% | Add +5.7% | 918,099 | $41.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +16.1% | 914,246 | $41.2M |
| Point72 Asset Management | 0.12% | New | 876,049 | $39.5M |
| Cullen Capital Management, LLC | 0.44% | Reduce -29.7% | 851,665 | $38.4M |
| Compagnie Lombard Odier SCmA | 0.47% | Reduce -6.5% | 848,871 | $38.3M |
| National Pension Service | 0.04% | Add +12.1% | 843,136 | $38.0M |
| Aviva PLC | 0.09% | Reduce -21.8% | 840,116 | $37.6M |
| Evelyn Partners Investment Management LLP | 1.24% | Reduce -2.5% | 828,599 | $37.3M |
| Savant Capital, LLC | 0.29% | Add +13.4% | 769,679 | $34.7M |
| Zurich Insurance Group Ltd | 0.28% | Reduce -59.8% | 765,749 | $34.2M |
| Retirement Systems of Alabama | 0.13% | Reduce -1.1% | 739,065 | $33.3M |
| Rit Capital Partners PLC | 6.35% | No change | 724,000 | $32.6M |
| LBP Am SA | 0.47% | Reduce -66.3% | 675,573 | $30.4M |
| California State Teachers Retirement System | 0.03% | Add +0.7% | 622,733 | $28.1M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 589,825 | $26.6M |
| Salem Investment Counselors Inc. | 0.92% | No change | 586,932 | $26.4M |
| Foresight Group Ltd Liability Partnership | 3.67% | New | 577,630 | $26.0M |
| Voloridge Investment Management, LLC | 0.09% | New | 553,106 | $24.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.9% | 542,952 | $24.3M |
| Artemis Investment Management LLP | 0.36% | Add +30.8% | 521,905 | $23.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.3% | 519,168 | $23.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -25.1% | 518,689 | $23.4M |
| Walleye Capital LLC | 0.29% | Add +92.1% | 515,758 | $23.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -23.8% | 510,188 | $23.0M |
| New York State Common Retirement Fund | 0.03% | Add +18.6% | 486,278 | $21.9M |
| J. Goldman & Co LP | 0.74% | New | 462,400 | $20.8M |
| Storebrand Asset Management As | 0.07% | Add +10.0% | 459,121 | $20.7M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -25.4% | 451,189 | $20.3M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +9.8% | 436,833 | $19.7M |
| Tredje AP-fonden | 0.18% | Add +31.3% | 419,824 | $18.9M |
| Flossbach Von Storch SE | 0.08% | Reduce -9.1% | 414,532 | $18.5M |
| ABN AMRO Bank N.V. | 0.25% | Add +5.3% | 410,543 | $18.4M |
| Groupama Asset Managment | 0.37% | Add +28.8% | 527,572 | $18.3M |
| Sycomore Asset Management | 2.55% | No change | 488,737 | $18.0M |
| Boston Common Asset Management, LLC | 0.54% | Add +5.0% | 392,635 | $17.7M |
| Arnhold LLC | 1.69% | No change | 374,051 | $16.8M |
| Adams Natural Resources Fund, Inc. | 2.46% | Add +101.7% | 83,300 | $16.7M |
| Lombard Odier Asset Management (Europe) Ltd | 1.49% | Add +82.4% | 363,611 | $16.4M |
| Massachusetts Financial Services Co. | 0.01% | New | 360,249 | $16.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -44.7% | 361,381 | $16.2M |
| Russell Investments Group, Ltd. | 0.02% | Add +85.3% | 337,724 | $15.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -13.0% | 331,526 | $14.9M |
| National Bank of Canada | 0.02% | Add +37.4% | 329,072 | $14.8M |
| Man Group plc | 0.05% | Add +87.7% | 328,463 | $14.8M |
| New York State Teachers Retirement System | 0.03% | Add +9.9% | 322,822 | $14.5M |
| Sei Investments Co. | 0.02% | Reduce -11.8% | 315,500 | $14.2M |
| Bank of Montreal | 0.01% | Reduce -23.2% | 314,168 | $14.2M |
| Great Lakes Advisors, LLC | 0.12% | New | 291,138 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Add +1.3% | 289,317 | $13.0M |
| Citadel Advisors | 0.01% | New | 270,654 | $12.2M |
| Redwood Grove Capital, LLC | 4.23% | Reduce -10.6% | 261,636 | $11.8M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce 0.0% | 259,302 | $11.7M |
| Slate Path Capital LP | 0.21% | Add +54.1% | 257,400 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 252,013 | $11.4M |
| Banque Pictet & Cie SA | 0.12% | Reduce -24.6% | 249,570 | $11.2M |
| Treasurer of the State of North Carolina | 0.04% | Add +1.3% | 236,555 | $10.7M |
| Exane Asset Management | 6.18% | Add +118.7% | 218,289 | $10.6M |
| HSBC Holdings PLC | 0.01% | Reduce -53.2% | 236,529 | $10.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.1% | 232,829 | $10.5M |
| ARGA Investment Management, LP | 0.35% | Reduce -81.0% | 233,292 | $10.4M |
| Twinbeech Capital LP | 0.19% | New | 229,257 | $10.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -10.3% | 224,953 | $10.1M |
| KBC Group NV | 0.03% | Reduce -0.1% | 220,876 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 215,716 | $9.7M |
| Asset Management One Co., Ltd. | 0.03% | Add +3.8% | 204,249 | $9.2M |
| ExodusPoint Capital Management, LP | 0.12% | New | 201,281 | $9.1M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +4.1% | 198,806 | $9.0M |
| Danske Bank A/S | 0.03% | Add +1.8% | 198,130 | $8.9M |
| MetLife Investment Management, LLC | 0.05% | Add +50.3% | 197,150 | $8.9M |
| Covalis Capital LLP | 2.01% | New | 194,593 | $8.8M |
| CastleKnight Management LP | 0.95% | Add +9.9% | 188,200 | $8.5M |
| Police & Firemen's Retirement System of New Jersey | 0.09% | Add +0.6% | 187,557 | $8.5M |
| Credit Agricole S A | 0.03% | Reduce -38.4% | 187,001 | $8.4M |
| Ensign Peak Advisors, Inc | 0.02% | Add +27.3% | 186,712 | $8.4M |
| Voya Investment Management LLC | 0.01% | Reduce -11.3% | 184,624 | $8.3M |
| TD Asset Management Inc | 0.01% | Reduce -0.2% | 180,700 | $8.1M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -8.5% | 176,895 | $8.0M |
| Van Den Berg Management I, Inc. | 2.44% | Reduce -2.2% | 176,690 | $8.0M |
| KLP Kapitalforvaltning As | 0.04% | Add +1.9% | 176,671 | $8.0M |
| American Century Companies Inc. | 0.00% | Reduce -36.3% | 173,270 | $7.8M |
| Private Management Group Inc. | 0.28% | Reduce -6.1% | 172,429 | $7.8M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -3.6% | 171,230 | $7.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +1.8% | 164,565 | $7.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -67.1% | 164,330 | $7.4M |
| Albar Capital Partners LLP | 3.34% | New | 163,011 | $7.3M |
| Fisher Funds Management LTD | 0.17% | No change | 156,444 | $7.0M |
| Arizona State Retirement System | 0.04% | Reduce -0.4% | 150,422 | $6.8M |
| LPL Financial LLC | 0.00% | Reduce -17.3% | 149,576 | $6.7M |
| SG Americas Securities, LLC | 0.02% | Add +29.7% | 147,280 | $6.6M |
| State of Michigan Retirement System | 0.04% | No change | 145,264 | $6.5M |
| Handelsbanken Fonder AB | 0.03% | Add +9.6% | 144,600 | $6.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -97.4% | 142,798 | $6.4M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -4.8% | 142,708 | $6.4M |
| Jane Street Group, LLC | 0.01% | Reduce -61.4% | 130,995 | $5.9M |
| Kwmg, LLC | 0.60% | Add +0.7% | 130,274 | $5.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | No change | 125,046 | $5.6M |
| De Lisle Partners LLP | 0.94% | No change | 125,000 | $5.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +1.2% | 121,793 | $5.5M |
| Korea Investment CORP | 0.01% | Reduce -60.8% | 118,873 | $5.4M |
| Mediolanum International Funds Ltd | 0.07% | Add +0.9% | 116,544 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 114,239 | $5.1M |
| M&G PLC | 0.03% | Reduce -37.5% | 114,302 | $5.1M |
| Corebridge Financial, Inc. | 0.03% | Reduce -2.9% | 113,753 | $5.1M |
| Czech National Bank | 0.05% | Add +6.0% | 113,561 | $5.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +7.6% | 113,068 | $5.1M |
| Forsta Ap-Fonden | 0.04% | Add +1.6% | 111,500 | $5.0M |
| Manning & Napier Advisors LLC | 0.06% | Add +0.0% | 109,813 | $4.9M |
| Swedbank AB | 0.01% | Reduce -60.4% | 109,425 | $4.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Reduce -4.5% | 107,982 | $4.9M |
| Renaissance Technologies | 0.01% | New | 102,162 | $4.6M |
| DNB Asset Management AS | 0.02% | Add +0.4% | 101,959 | $4.6M |
| LMR Partners LLP | 0.13% | Reduce -22.8% | 101,840 | $4.6M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -53.6% | 101,810 | $4.6M |
| Rathbones Group PLC | 0.02% | Reduce -1.6% | 102,395 | $4.6M |
| Xponance LLC | 0.04% | Reduce -5.7% | 101,439 | $4.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -58.9% | 100,093 | $4.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.1% | 99,478 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -40.4% | 99,216 | $4.5M |
| Paradigm Capital Management Inc. | 0.25% | Reduce -74.1% | 98,180 | $4.4M |
| Amalgamated Bank | 0.04% | Add +1.4% | 97,755 | $4.4M |
| Evelyn Partners Investment Management Services Ltd | 0.72% | Reduce -1.0% | 97,324 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +380.0% | 96,000 | $4.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.59% | Reduce -8.0% | 94,312 | $4.2M |
| Alpha Omega Wealth Management LLC | 0.79% | Reduce -6.4% | 91,306 | $4.1M |
| ProShare Advisors LLC | 0.01% | Add +6.3% | 89,571 | $4.0M |
| Beverly Hills Private Wealth, LLC | 0.75% | Add +9.2% | 83,146 | $3.7M |
| Robeco Schweiz AG | 0.09% | New | 82,300 | $3.7M |
| Letko, Brosseau & Associates Inc. | 0.08% | No change | 81,850 | $3.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.9% | 80,540 | $3.6M |
| Sage Capital Advisors,llc | 0.94% | Reduce -0.0% | 79,474 | $3.6M |
| Old North State Wealth Management, LLC | 1.99% | Add +2.5% | 79,363 | $3.6M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +139.3% | 76,467 | $3.4M |
| Teacher Retirement System of Texas | 0.01% | Add +1462.4% | 76,043 | $3.4M |
| Swiss Life Asset Management Ltd | 0.02% | Add +35.6% | 75,395 | $3.4M |
| NorthCoast Asset Management LLC | 0.02% | Add +26.4% | 73,120 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +1.5% | 62,091 | $3.2M |
| Jefferies Financial Group Inc. | 0.06% | Add +138.4% | 71,821 | $3.2M |
| Raiffeisen Bank International AG | 0.05% | Reduce -0.3% | 68,913 | $3.1M |
| New York Life Investment Management LLC | 0.03% | Add +0.7% | 67,653 | $3.0M |
| CI Investments Inc. | 0.01% | Add +2207.9% | 67,252 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 65,216 | $2.9M |
| SWS Partners | 0.96% | Add +2.4% | 65,000 | $2.9M |
| Public Sector Pension Investment Board | 0.01% | Add +9.5% | 63,941 | $2.9M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.3% | 63,699 | $2.9M |
| Macquarie Group Ltd. | 0.00% | Add +6.5% | 63,766 | $2.9M |
| APG Asset Management N.V. | 0.01% | Reduce -23.2% | 68,349 | $2.9M |
| BIP Wealth, LLC | 0.18% | Reduce -0.8% | 62,581 | $2.8M |
| Cibc World Markets Corp. | 0.02% | Reduce -83.1% | 60,809 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.3% | 59,768 | $2.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +1.9% | 59,361 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Add +2.8% | 57,939 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.9% | 57,488 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Add +1.7% | 56,862 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +34.7% | 57,241 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.0% | 56,102 | $2.5M |
| Twin Capital Management Inc. | 0.29% | Reduce -2.9% | 55,835 | $2.5M |
| Engineers Gate Manager LP | 0.04% | New | 54,742 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 53,413 | $2.4M |
| XTX Topco Ltd | 0.12% | New | 53,282 | $2.4M |
| Metis Global Partners, LLC | 0.07% | Add +12.1% | 53,073 | $2.4M |
| Werlinich Asset Management, LLC | 1.49% | No change | 51,900 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +11.0% | 50,672 | $2.3M |
| Wharton Business Group, LLC | 0.10% | Reduce -27.0% | 48,952 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 50,311 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.9% | 48,559 | $2.2M |
| Moore Capital Management, LP | 0.09% | Reduce -85.8% | 47,778 | $2.2M |
| Banque Cantonale Vaudoise | 0.09% | — | 47,103 | $2.1M |
| Burney Co./ | 0.07% | Reduce -2.4% | 45,375 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.7% | 44,240 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +29.5% | 44,097 | $2.0M |
| Investors Research Corp | 0.43% | No change | 44,001 | $2.0M |
| Verition Fund Management LLC | 0.01% | Add +82.5% | 42,841 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -56.4% | 42,831 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -29.6% | 42,605 | $1.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +7.8% | 42,258 | $1.9M |
| Woodline Partners LP | 0.01% | Add +40.8% | 41,772 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -47.5% | 41,697 | $1.9M |
| Ethic Inc. | 0.04% | Add +9.0% | 40,849 | $1.9M |
| Aberdeen Group plc | 0.00% | Reduce -41.2% | 41,637 | $1.9M |
| Fruth Investment Management | 0.52% | Reduce -0.7% | 41,278 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -4.7% | 40,380 | $1.8M |
| Ramirez Asset Management, Inc. | 0.37% | New | 39,614 | $1.8M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.5% | 39,588 | $1.8M |
| Vident Advisory, LLC | 0.03% | Add +242.3% | 38,729 | $1.7M |
| Mainstay Capital Management LLC | 0.23% | Add +0.9% | 37,137 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -17.9% | 36,138 | $1.6M |
| Lighthouse Investment Partners, LLC | 0.07% | Reduce -74.1% | 35,000 | $1.6M |
| Timucuan Asset Management Inc. | 0.05% | No change | 35,000 | $1.6M |
| STRS Ohio | 0.01% | New | 34,654 | $1.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -20.5% | 34,092 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | No change | 32,985 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 32,179 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | Add +1.2% | 32,085 | $1.4M |
| One68 Global Capital, LLC | 0.71% | Add +2.1% | 32,000 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -17.1% | 31,313 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 30,985 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -29.1% | 30,220 | $1.4M |
| Mariner, LLC | 0.00% | Add +4.8% | 30,173 | $1.4M |
| Bank Pictet & Cie (Europe) AG | 0.03% | Reduce -29.1% | 29,874 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Reduce -33.6% | 29,856 | $1.3M |
| Occudo Quantitative Strategies LP | 0.18% | New | 30,040 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +35.6% | 29,217 | $1.3M |
| ING Groep NV | 0.01% | Reduce -54.2% | 28,932 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -17.3% | 28,743 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +6.9% | 28,519 | $1.3M |
| Utah Retirement Systems | 0.01% | Reduce -50.8% | 27,714 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +96.8% | 27,653 | $1.2M |
| Meiji Yasuda Life Insurance Co | 0.02% | Reduce -4.9% | 27,586 | $1.2M |
| Transform Wealth, LLC | 0.07% | Reduce -3.5% | 27,275 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.3% | 26,774 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | No change | 26,600 | $1.2M |
| Securian Asset Management, Inc. | 0.04% | Reduce -1.7% | 26,095 | $1.2M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.38% | No change | 25,000 | $1.1M |
| AlphaStar Capital Management, LLC | 0.11% | Add +12.2% | 24,293 | $1.1M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.4% | 24,162 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Add +2.4% | 24,072 | $1.1M |
| Nekton Capital Ltd. | 3.00% | New | 24,000 | $1.1M |
| Royal London Asset Management Ltd. | 0.00% | New | 23,537 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 23,515 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Reduce -33.4% | 23,313 | $1.1M |
| Stance Capital LLC | 0.78% | New | 23,304 | $1.1M |
| Investment Management Corp of Ontario | 0.02% | Add +1.3% | 23,217 | $1.0M |
| Abacus Planning Group, Inc. | 0.18% | Reduce -1.6% | 23,212 | $1.0M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -1.7% | 23,085 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.1% | 22,963 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.7% | 22,027 | $1.0M |
| Creative Planning | 0.00% | Reduce -9.3% | 22,108 | $996K |
| AXA S.A. | 0.00% | Add +4.7% | 21,998 | $991K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -13.2% | 21,089 | $950K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +68.2% | 20,690 | $933K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,382 | $919K |
| Weatherly Asset Management L. P. | 0.08% | Reduce -13.8% | 20,351 | $917K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 20,271 | $913K |
| Canal Capital Management, LLC | 0.15% | New | 20,221 | $911K |
| Composition Wealth, LLC | 0.02% | Add +0.1% | 19,968 | $900K |
| Guggenheim Capital LLC | 0.01% | Add +4.5% | 19,814 | $893K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 19,379 | $873K |
| Norinchukin Bank, The | 0.02% | Add +10.0% | 19,108 | $861K |
| Diligent Investors, LLC | 0.21% | Reduce -13.2% | 19,020 | $857K |
| Blue Trust, Inc. | 0.01% | Add +75.3% | 18,834 | $849K |
| Van Eck Associates Corp. | 0.00% | Add +237.2% | 18,682 | $842K |
| Dark Forest Capital Management LP | 0.04% | New | 18,080 | $815K |
| Corient Private Wealth LP | 0.00% | Reduce -7.5% | 18,034 | $813K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +3.4% | 18,002 | $811K |
| US Bancorp \de | 0.00% | Reduce -1.7% | 17,296 | $779K |
| Synovus Financial Corp. | 0.01% | Reduce -0.2% | 17,219 | $776K |
| Dynasty Wealth Management, LLC | 0.01% | Add +2.7% | 17,157 | $773K |
| Group One Trading LLC | 0.03% | Add +7.7% | 16,976 | $765K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.7% | 16,926 | $763K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | Reduce -89.2% | 16,800 | $757K |
| Assenagon Asset Management S.A. | 0.00% | Add +3.1% | 16,353 | $737K |
| 626 Financial, LLC | 0.38% | Reduce -5.4% | 16,241 | $732K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +69.1% | 16,190 | $730K |
| Intech Investment Management LLC | 0.01% | Reduce -20.4% | 16,008 | $721K |
| Fullcircle Wealth LLC | 0.29% | Add +34.6% | 16,773 | $714K |
| Icon Wealth Advisors, LLC | 0.06% | Add +0.4% | 15,836 | $714K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 15,534 | $700K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.4% | 15,191 | $685K |
| Praxis Investment Management Inc. | 0.05% | No change | 15,180 | $684K |
| South Dakota Investment Council | 0.01% | No change | 14,914 | $672K |
| Moody National Bank Trust Division | 0.07% | Add +7.5% | 14,746 | $664K |
| Captrust Financial Advisors | 0.00% | Add +100.4% | 14,567 | $656K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.9% | 14,286 | $644K |
| Contravisory Investment Management, Inc. | 0.14% | Add +0.2% | 14,223 | $641K |
| Centiva Capital, LP | 0.04% | New | 14,198 | $640K |
| First Trust Advisors LP | 0.00% | Reduce -47.9% | 14,108 | $634K |
| TD Private Client Wealth LLC | 0.02% | Reduce -22.6% | 13,835 | $623K |
| NEOS Investment Management LLC | 0.01% | Add +22.7% | 13,663 | $616K |
| Wealth Alliance, LLC | 0.07% | Add +44.7% | 13,630 | $614K |
| HB Wealth Management, LLC | 0.01% | Add +1.3% | 13,440 | $606K |
| Legacy Wealth Asset Management, LLC | 0.17% | New | 13,293 | $599K |
| NewEdge Advisors, LLC | 0.00% | Add +192.3% | 13,264 | $598K |
| AQR Capital Management | 0.00% | Add +90.5% | 13,425 | $593K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | Add +23.6% | 12,597 | $568K |
| Profund Advisors LLC | 0.02% | Add +16.0% | 12,568 | $566K |
| Wolverine Asset Management LLC | 0.04% | New | 12,000 | $541K |
| Citizens Financial Group Inc. | 0.01% | Add +2.8% | 11,893 | $536K |
| Sapience Investments, LLC | 0.38% | Add +28.8% | 11,814 | $532K |
| Recurrent Investment Advisors LLC | 0.04% | Reduce -68.2% | 11,780 | $531K |
| QRG Capital Management, Inc. | 0.01% | Add +106.3% | 11,709 | $528K |
| Patten Group, Inc. | 0.12% | Reduce -9.5% | 11,681 | $526K |
| United Services Automobile Association | 0.02% | No change | 11,572 | $515K |
| MML Investors Services, LLC | 0.00% | Reduce -19.3% | 11,407 | $514K |
| Merit Financial Group, LLC | 0.01% | Add +14.5% | 10,912 | $492K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -29.6% | 10,900 | $491K |
| Sowell Financial Services LLC | 0.02% | New | 10,885 | $490K |
| Old Mission Capital LLC | 0.01% | New | 10,503 | $473K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -17.5% | 10,457 | $471K |
| Vestcor Inc | 0.02% | Add +0.2% | 10,321 | $465K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.1% | 10,300 | $464K |
| Kimelman & Baird, LLC | 0.04% | No change | 10,250 | $462K |
| V-Square Quantitative Management LLC | 0.07% | Add +23.1% | 10,116 | $456K |
| McDonald Partners LLC | 0.12% | No change | 10,000 | $451K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.5% | 9,914 | $447K |
| Generali Asset Management SPA SGR | 0.01% | Reduce -76.2% | 12,902 | $446K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -73.1% | 9,883 | $445K |
| Forum Financial Management, LP | 0.01% | Add +0.6% | 9,840 | $443K |
| Empowered Funds, LLC | 0.01% | Reduce -0.4% | 9,436 | $425K |
| Jones Financial Companies LLLP | 0.00% | Add +19.1% | 9,370 | $417K |
| BIP Alliance, LLC | 0.17% | Reduce -0.3% | 9,036 | $407K |
| Tidal Investments LLC | 0.00% | Reduce -72.4% | 9,025 | $407K |
| Focus Partners Wealth | 0.00% | Reduce -5.2% | 8,998 | $405K |
| Mufg Securities Americas Inc. | 0.05% | Add +20.0% | 8,752 | $394K |
| Arkadios Wealth Advisors | 0.01% | New | 8,744 | $394K |
| 3Chopt Investment Partners, LLC | 0.10% | New | 8,732 | $393K |
| Radnor Capital Management, LLC | 0.07% | Reduce -5.4% | 8,671 | $391K |
| Triodos Investment Management BV | 0.03% | Reduce -98.6% | 8,700 | $387K |
| Allstate Corp. | 0.01% | Reduce -43.8% | 8,588 | $387K |
| Nisa Investment Advisors, LLC | 0.00% | Add +73.2% | 8,354 | $376K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | Reduce -2.9% | 8,190 | $369K |
| Empirical Finance, LLC | 0.02% | Reduce -0.2% | 7,826 | $353K |
| Diversified Trust Co. | 0.01% | Reduce -16.7% | 7,820 | $352K |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -37.6% | 7,812 | $352K |
| Wesbanco Bank Inc. | 0.01% | No change | 7,764 | $350K |
| Pflug Koory, LLC | 0.19% | Reduce -5.0% | 7,614 | $343K |
| Hartford Financial Management Inc. | 0.07% | Reduce -7.9% | 7,605 | $343K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 7,470 | $337K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -10.1% | 7,422 | $334K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.3% | 7,157 | $323K |
| Horizon Investments, LLC | 0.01% | Add +5.7% | 7,133 | $321K |
| Chicago Capital, LLC | 0.01% | New | 7,075 | $319K |
| Womack Financial LLC | 0.29% | Reduce -4.1% | 7,059 | $318K |
| Park Avenue Securities LLC | 0.00% | Reduce -43.5% | 7,006 | $316K |
| MBB Public Markets I LLC | 0.04% | New | 6,947 | $313K |
| Moneco Advisors, LLC | 0.03% | Reduce -8.0% | 6,899 | $311K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.5% | 6,832 | $308K |
| Waverly Advisors, LLC | 0.00% | Add +10.0% | 6,826 | $308K |
| United Capital Financial Advisors, LLC | 0.00% | Add +80.6% | 6,777 | $305K |
| Fifth Third Bancorp | 0.00% | Reduce -18.4% | 6,753 | $304K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -18.6% | 6,654 | $300K |
| SIH Partners, LLLP | 0.03% | New | 6,522 | $294K |
| Benjamin Edwards Inc. | 0.00% | Reduce -5.5% | 6,512 | $293K |
| Legacy Capital Group California, Inc. | 0.10% | Add +36.2% | 6,489 | $292K |
| Empower Advisory Group, LLC | 0.00% | New | 6,465 | $291K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.6% | 6,292 | $284K |
| Ossiam | 0.00% | Reduce -34.6% | 6,121 | $276K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.9% | 5,980 | $269K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 5,895 | $266K |
| GAMMA Investing LLC | 0.02% | Reduce -15.2% | 5,726 | $258K |
| Siemens Fonds Invest GmbH | 0.02% | New | 5,698 | $255K |
| Fulton Bank, N.A. | 0.01% | Reduce -19.1% | 5,587 | $252K |
| Regions Financial Corp. | 0.00% | Reduce -36.4% | 5,563 | $251K |
| Ostrum Asset Management | 0.01% | Reduce -2.6% | 5,555 | $250K |
| Fiduciary Trust Co | 0.00% | Reduce -1.7% | 5,518 | $249K |
| Integrated Wealth Concepts LLC | 0.00% | Add +6.7% | 5,501 | $248K |
| Commerce Bank | 0.00% | Add +1.0% | 5,462 | $246K |
| West Paces Advisors Inc. | 0.06% | No change | 5,453 | $246K |
| Quadrature Capital Ltd | 0.01% | New | 5,349 | $241K |
| Harbor Advisors LLC | 0.04% | No change | 5,315 | $239K |
| Nilsine Partners, LLC | 0.03% | Add +18.4% | 5,305 | $239K |
| Stephens Inc. | 0.00% | Reduce -6.7% | 5,241 | $236K |
| Park National Corp. | 0.01% | Reduce -4.8% | 5,150 | $232K |
| Farther Finance Advisors, LLC | 0.01% | Add +36.5% | 5,038 | $230K |
| Citizens National Bank Trust Department | 0.05% | Add +8.5% | 5,090 | $229K |
| HighPoint Advisor Group LLC | 0.01% | Add +27.8% | 5,363 | $227K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +6.1% | 5,053 | $226K |
| Fiduciary Alliance LLC | 0.02% | Add +6.8% | 5,018 | $226K |
| &partners | 0.00% | Reduce -7.3% | 4,975 | $221K |
| Gsa Capital Partners LLP | 0.02% | Reduce -0.5% | 4,908 | $221K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.9% | 4,903 | $221K |
| Independent Financial Group, LLC | 0.01% | No change | 4,789 | $216K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.7% | 4,710 | $212K |
| Cwm, LLC | 0.00% | Reduce -22.0% | 4,672 | $211K |
| Argent Trust Co | 0.01% | No change | 4,609 | $208K |
| Panagora Asset Management Inc. | 0.00% | Reduce -88.1% | 4,551 | $205K |
| Integrated Investment Consultants, LLC | 0.04% | Add +0.8% | 4,534 | $204K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -13.1% | 4,521 | $204K |
| Gilliland Jeter Wealth Management LLC | 0.07% | New | 4,501 | $203K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 4,488 | $202K |
| PharVision Advisers, LLC | 0.28% | New | 4,451 | $201K |
| Mirova | 0.03% | No change | 3,143 | $142K |
| Bessemer Group Inc. | 0.00% | Reduce -54.3% | 3,095 | $139K |
| Simplex Trading, LLC | 0.00% | Reduce -8.8% | 2,975 | $134K |
| Skylands Capital, LLC | 0.02% | No change | 2,867 | $129K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +40.9% | 2,842 | $128K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -15.0% | 2,782 | $125K |
| Bank & Trust Co | 0.10% | New | 2,702 | $122K |
| Cary Street Partners Financial LLC | 0.00% | Add +19.0% | 2,591 | $117K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +46.0% | 2,460 | $111K |
| Penserra Capital Management LLC | 0.00% | Reduce -31.4% | 2,467 | $110K |
| Covestor Ltd | 0.07% | Reduce -1.6% | 2,270 | $102K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,203 | $99K |
| Allworth Financial LP | 0.00% | Add +35.6% | 2,205 | $94K |
| Ascentis Wealth Management, LLC | 0.03% | Add +220.0% | 2,051 | $94K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,027 | $91K |
| Exchange Traded Concepts, LLC | 0.00% | Add +20.7% | 1,721 | $78K |
| MAI Capital Management | 0.00% | Reduce -2.6% | 1,707 | $77K |
| Mather Group, Llc. | 0.00% | Add +47.5% | 1,587 | $72K |
| Quarry LP | 0.02% | Add +284.8% | 1,416 | $64K |
| Bfsg, LLC | 0.01% | Reduce -22.5% | 1,415 | $64K |
| Sentry Investment Management LLC | 0.04% | Reduce -23.0% | 1,596 | $63K |
| Assetmark, Inc. | 0.00% | Reduce -0.9% | 1,377 | $62K |
| Lanark Financial, Inc. | 0.00% | — | 1,277 | $57K |
| Parallel Advisors, LLC | 0.00% | Reduce -17.8% | 1,227 | $55K |
| Curat Global, LLC | 0.07% | — | 1,200 | $54K |
| UMB Bank, n.a. | 0.00% | Add +8.6% | 1,179 | $53K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 907 | $49K |
| Towne Trust Company, N.A | 0.02% | No change | 1,084 | $49K |
| SVB Wealth LLC | 0.00% | New | 1,082 | $49K |
| Oakworth Capital, Inc. | 0.00% | Add +3.7% | 1,039 | $47K |
| Twin Lakes Capital Management, LLC | 0.03% | No change | 981 | $44K |
| First United Bank & Trust | 0.02% | No change | 958 | $43K |
| Gen-Wealth Partners Inc | 0.02% | No change | 955 | $43K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -52.5% | 939 | $42K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +53.3% | 920 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 885 | $40K |
| Huntington National Bank | 0.00% | Reduce -7.2% | 855 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 695 | $37K |
| Center for Financial Planning, Inc. | 0.00% | No change | 809 | $36K |
| Manchester Capital Management LLC | 0.00% | Reduce -3.0% | 809 | $36K |
| Versant Capital Management, Inc | 0.01% | Add +54.0% | 779 | $35K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -36.8% | 684 | $35K |
| Ancora Advisors LLC | 0.00% | No change | 754 | $34K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -48.5% | 743 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | Add +130.3% | 859 | $33K |
| Sarver Vrooman Wealth Advisors | 0.02% | — | 712 | $32K |
| Tsfg, LLC | 0.01% | New | 672 | $30K |
| Spire Wealth Management | 0.00% | Reduce -1.1% | 662 | $30K |
| IMA Advisory Services, Inc. | 0.00% | New | 657 | $30K |
| Zions Bancorporation, National Association | 0.00% | — | 649 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 645 | $29K |
| Cromwell Holdings LLC | 0.02% | Reduce -25.5% | 631 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.7% | 623 | $28K |
| Quadrant Capital Group LLC | 0.00% | Reduce -22.1% | 591 | $27K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 565 | $25K |
| Fairscale Capital, LLC | 0.02% | No change | 550 | $25K |
| Signaturefd, LLC | 0.00% | Reduce -50.4% | 535 | $24K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 520 | $24K |
| Arax Advisory Partners | 0.00% | Add +210.1% | 521 | $23K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -78.6% | 516 | $23K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -2.2% | 493 | $22K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -32.0% | 474 | $21K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 446 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.5% | 416 | $19K |
| FNY Investment Advisers, LLC | 0.01% | New | 400 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 381 | $17K |
| NBT Bank, N.A. | 0.00% | No change | 356 | $16K |
| Rise Advisors, LLC | 0.01% | Add +20.9% | 353 | $16K |
| HM Payson & Co. | 0.00% | No change | 350 | $16K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -28.1% | 348 | $16K |
| Lindbrook Capital, LLC | 0.00% | Add +34.3% | 337 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -71.8% | 340 | $15K |
| Brown Brothers Harriman & Co. | 0.00% | Add +397.0% | 328 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $14K |
| Monetary Management Group Inc. | 0.00% | No change | 300 | $14K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -49.8% | 278 | $13K |
| GW&K Investment Management, LLC | 0.00% | Add +10.0% | 275 | $12K |
| Sandy Spring Bank | 0.00% | No change | 235 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | New | 225 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 224 | $10K |
| Loomis Sayles & Co. L P | 0.00% | Add +16.5% | 233 | $10K |
| Peterson Wealth Services | 0.00% | New | 213 | $10K |
| CVA Family Office, LLC | 0.00% | Reduce -26.1% | 207 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +47.5% | 205 | $9K |
| Saudi Central Bank | 0.05% | New | 205 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | Add +10000.0% | 202 | $9K |
| Meeder Asset Management Inc. | 0.00% | Reduce -30.4% | 201 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 190 | $9K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 155 | $8K |
| Quent Capital, LLC | 0.00% | No change | 185 | $8K |
| Atala Financial Inc | 0.01% | No change | 178 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 163 | $7K |
| Compass Financial Services Inc | 0.00% | New | 162 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 161 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -39.9% | 160 | $7K |
| Eastern Bank | 0.00% | New | 156 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -14.9% | 154 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -23.7% | 151 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 150 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -69.2% | 149 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 144 | $6K |
| WPG Advisers, LLC | 0.01% | Reduce -52.5% | 135 | $6K |
| CX Institutional | 0.00% | New | 140 | $6K |
| GeoWealth Management, LLC | 0.00% | Reduce -97.4% | 133 | $6K |
| Sierra Ocean, LLC | 0.00% | No change | 132 | $6K |
| Main Street Group, LTD | 0.00% | No change | 121 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 117 | $5K |
| Key Financial Inc | 0.00% | No change | 117 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 115 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 110 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 110 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +38.4% | 101 | $5K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 100 | $5K |
| Private Trust Co. NA | 0.00% | Add +65.5% | 91 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 90 | $4K |
| Hemington Wealth Management | 0.00% | Add +13.6% | 100 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +1.2% | 86 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -52.3% | 85 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +100.0% | 82 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +226.1% | 75 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -19.8% | 73 | $3K |
| SouthState Bank Corp | 0.00% | New | 73 | $3K |
| North Star Investment Management Corp. | 0.00% | Reduce -2.7% | 73 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +600.0% | 70 | $3K |
| Aspect Partners, LLC | 0.00% | Reduce -3.0% | 65 | $3K |
| Hughes Financial Services, LLC | 0.00% | New | 63 | $3K |
| DT Investment Partners, LLC | 0.00% | No change | 60 | $3K |
| Whittier Trust Co. | 0.00% | No change | 60 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 59 | $3K |
| Abound Wealth Management | 0.00% | Reduce -42.0% | 58 | $3K |
| High Note Wealth, LLC | 0.00% | New | 56 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 54 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -6.9% | 54 | $2K |
| St Germain D J Co. Inc. | 0.00% | Reduce -59.1% | 52 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -87.1% | 51 | $2K |
| Federated Hermes, Inc. | 0.00% | Reduce -97.3% | 50 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 45 | $2K |
| Stonebridge Financial Group, LLC | 0.00% | New | 45 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +12.8% | 44 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 44 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 41 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.5% | 41 | $2K |
| Binnacle Investments Inc | 0.00% | — | 41 | $2K |
| Activest Wealth Management | 0.00% | Add +3900.0% | 40 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.2% | 40 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 32 | $1K |
| TD Capital Management LLC | 0.00% | No change | 31 | $1K |
| Headlands Technologies LLC | 0.00% | Reduce -16.2% | 31 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Add +15.4% | 30 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -44.4% | 30 | $1K |
| Clark Wealth Partners | 0.00% | No change | 26 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 26 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 25 | $1K |
| True Wealth Design, LLC | 0.00% | Add +166.7% | 24 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 23 | $1K |
| Avion Wealth | 0.00% | No change | 27 | $1K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 21 | $946 |
| CoreCap Advisors, LLC | 0.00% | Reduce -55.6% | 20 | $901 |
| Horizon Financial Services, LLC | 0.00% | New | 16 | $721 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +33.3% | 16 | $721 |
| Global Financial Private Client, LLC | 0.00% | Add +150.0% | 15 | $676 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -7.1% | 13 | $555 |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $541 |
| Rothschild Investment LLC | 0.00% | No change | 12 | $541 |
| Perkins Coie Trust Co | 0.00% | New | 10 | $450 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +150.0% | 10 | $450 |
| Capital A Wealth Management, LLC | 0.00% | New | 9 | $406 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 9 | $405 |
| Winnacle Wealth LLC | 0.00% | Add +40.0% | 7 | $283 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 6 | $270 |
| GoalVest Advisory LLC | 0.00% | New | 4 | $180 |
| Private Wealth Asset Management, LLC | 0.00% | — | 3 | $135 |
| Ameriflex Group, Inc. | 0.00% | New | 2 | $94 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $91 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $90 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -98.0% | 2 | $90 |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.