Smurfit WestrockSW
13F holders, Q2 2025 (June 30)575holders −21
65new positions
83sold out
6famous investors
$43.16avg. 13F price*
At the end of Q2 2025, 575 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, down 21 from Q1 2025. 65 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($1.8B) and Capital Research Global Investors ($1.2B). 6 famous investors held it, including George Soros (8.6% of Soros Fund Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $307.5M |
| Exits | 83 | $112.1M |
All 13F filers, Q1 2025 → Q2 2025: 44,816,517 shares bought and 32,372,994 shares sold, net +12,443,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 575 holders
| Vanguard Group Inc. | 0.06% | Add +1.6% | 80,421,330 | $3.5B |
| BlackRock, Inc. | 0.03% | Reduce -4.5% | 41,502,917 | $1.8B |
| Capital Research Global Investors | 0.24% | Add +29.1% | 27,671,873 | $1.2B |
| Nuveen, LLC | 0.28% | Add +1.5% | 23,677,771 | $1.0B |
| State Street Corp. | 0.03% | Add +1.7% | 20,779,789 | $896.7M |
| Orbis Allan Gray Ltd | 3.86% | Add +81.9% | 18,400,418 | $794.0M |
| Norges Bank | 0.09% | Reduce -19.6% | 17,375,882 | $749.7M |
| Geode Capital Management, LLC | 0.04% | Reduce -14.4% | 12,790,061 | $549.5M |
| FMR LLC | 0.03% | Add +15.0% | 12,217,874 | $527.2M |
| Invesco Ltd. | 0.07% | Reduce -4.0% | 9,837,004 | $424.5M |
| Bank of New York Mellon Corp | 0.07% | Add +19.7% | 8,500,852 | $366.8M |
| FIL Ltd | 0.31% | Reduce -24.1% | 8,380,061 | $361.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -11.1% | 7,494,164 | $323.4M |
| Soros Fund Management | 8.61% | Add +9.2% | 7,480,587 | $322.8M |
| Causeway Capital Management LLC | 4.79% | Add +160.4% | 7,015,694 | $302.7M |
| Franklin Resources Inc. | 0.07% | Add +17.9% | 5,841,253 | $252.2M |
| Nordea Investment Management AB | 0.22% | Add +6.8% | 5,468,249 | $234.9M |
| Deutsche Bank AG | 0.09% | Reduce -26.4% | 5,402,638 | $233.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -12.1% | 5,361,846 | $231.4M |
| Alliancebernstein L.P. | 0.08% | Reduce -6.1% | 5,341,870 | $230.5M |
| Bank of America Corp. | 0.02% | Add +12.0% | 5,265,007 | $227.2M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -1.4% | 4,876,754 | $210.4M |
| Ruffer LLP | 8.68% | New | 4,544,710 | $196.1M |
| Amundi | 0.07% | Reduce -19.9% | 4,022,097 | $189.8M |
| Morgan Stanley | 0.01% | Add +16.7% | 4,298,677 | $185.5M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.2% | 4,132,101 | $178.3M |
| Northern Trust Corp. | 0.02% | Reduce -3.8% | 4,122,024 | $177.9M |
| Legal & General Group Plc | 0.04% | Reduce -7.7% | 3,345,760 | $144.2M |
| Marshall Wace, LLP | 0.16% | Add +59.6% | 3,087,814 | $133.2M |
| UBS Group AG | 0.03% | Add +59.1% | 3,021,802 | $130.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.5% | 2,911,099 | $125.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.7% | 2,866,539 | $123.7M |
| Citigroup Inc. | 0.08% | Reduce -19.4% | 2,658,849 | $114.7M |
| Incentive AS | 100.00% | Add +0.4% | 2,322,540 | $100.2M |
| Barclays PLC | 0.04% | Add +14.6% | 2,089,212 | $90.1M |
| Citadel Advisors | 0.08% | Add +648.7% | 2,026,493 | $87.4M |
| Thompson Siegel & Walmsley LLC | 1.33% | Reduce -3.4% | 1,829,020 | $78.9M |
| Polaris Capital Management, LLC | 5.10% | Reduce -28.0% | 1,778,060 | $76.7M |
| Swiss National Bank | 0.04% | Add +7.7% | 1,580,197 | $68.2M |
| Millennium Management | 0.06% | Reduce -9.5% | 1,405,455 | $60.6M |
| Zurich Insurance Group Ltd | 0.45% | Add +77.8% | 1,361,343 | $58.7M |
| Lansdowne Partners (uk) LLP | 7.31% | Reduce -32.4% | 1,304,056 | $56.3M |
| Vontobel Holding Ltd. | 0.18% | Reduce -11.3% | 1,261,179 | $54.4M |
| Lakewood Capital Management, LP | 3.81% | No change | 1,160,297 | $50.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.2% | 1,048,957 | $45.3M |
| Aviva PLC | 0.09% | Add +23.9% | 1,041,133 | $44.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.8% | 1,036,570 | $44.7M |
| Mackenzie Financial Corp. | 0.06% | Reduce -13.8% | 1,022,517 | $44.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.8% | 976,543 | $42.1M |
| Patten & Patten Inc. | 2.65% | Reduce -3.1% | 950,038 | $41.0M |
| HSBC Holdings PLC | 0.03% | Add +296.7% | 938,319 | $40.3M |
| Point72 Asset Management | 0.10% | Add +5.8% | 927,311 | $40.0M |
| Rhumbline Advisers | 0.03% | Add +1.0% | 927,260 | $40.0M |
| Compagnie Lombard Odier SCmA | 0.51% | Add +6.0% | 899,533 | $38.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Reduce -28.6% | 896,235 | $38.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -10.2% | 886,419 | $38.2M |
| Massachusetts Financial Services Co. | 0.01% | Add +140.8% | 867,645 | $37.4M |
| National Pension Service | 0.03% | Add +0.8% | 849,509 | $36.7M |
| Evelyn Partners Investment Management LLP | 1.03% | Reduce -6.0% | 778,678 | $33.6M |
| Liontrust Investment Partners LLP | 0.45% | New | 736,253 | $31.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -1.5% | 728,187 | $31.4M |
| First Trust Advisors LP | 0.03% | Add +5058.1% | 727,710 | $31.4M |
| Janus Henderson Group PLC | 0.02% | Add +32.6% | 720,136 | $31.0M |
| Royal Bank of Canada | 0.01% | Reduce -26.6% | 690,313 | $29.8M |
| Sei Investments Co. | 0.03% | Add +110.8% | 665,162 | $28.7M |
| California State Teachers Retirement System | 0.03% | Add +0.7% | 627,009 | $27.1M |
| Man Group plc | 0.06% | Add +84.9% | 607,370 | $26.2M |
| Wellington Management Group LLP | 0.00% | Reduce -39.4% | 588,154 | $25.4M |
| Foresight Group Ltd Liability Partnership | 3.49% | Reduce -1.2% | 570,768 | $24.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +9.5% | 568,581 | $24.5M |
| Salem Investment Counselors Inc. | 0.77% | Reduce -4.2% | 562,032 | $24.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.1% | 559,741 | $24.2M |
| Savant Capital, LLC | 0.17% | Reduce -29.9% | 539,377 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Add +7.0% | 520,366 | $22.5M |
| Cullen Capital Management, LLC | 0.25% | Reduce -39.6% | 514,091 | $22.2M |
| Bank of Montreal | 0.01% | Add +60.0% | 502,717 | $21.7M |
| Walleye Capital LLC | 0.22% | Reduce -3.8% | 495,950 | $21.4M |
| Rit Capital Partners PLC | 2.78% | Reduce -36.5% | 460,000 | $19.8M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +0.7% | 454,189 | $19.6M |
| Groupama Asset Managment | 0.32% | Add +15.3% | 608,350 | $19.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +1.2% | 442,093 | $19.1M |
| ABN AMRO Bank N.V. | 0.24% | Add +5.5% | 433,019 | $18.8M |
| Sycomore Asset Management | 2.79% | No change | 488,737 | $18.0M |
| Tredje AP-fonden | 0.14% | Reduce -2.5% | 409,464 | $17.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -21.4% | 407,489 | $17.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -21.4% | 401,273 | $17.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +8.9% | 393,702 | $17.0M |
| Lombard Odier Asset Management (Europe) Ltd | 1.50% | Add +8.2% | 393,242 | $17.0M |
| Schonfeld Strategic Advisors LLC | 0.13% | New | 386,538 | $16.7M |
| J. Goldman & Co LP | 0.50% | Reduce -20.2% | 368,886 | $15.9M |
| Banque Pictet & Cie SA | 0.16% | Add +42.5% | 355,610 | $15.3M |
| National Bank of Canada | 0.02% | Add +7.5% | 353,926 | $15.3M |
| Arnhold LLC | 1.39% | Reduce -5.6% | 353,145 | $15.2M |
| Storebrand Asset Management As | 0.04% | Reduce -26.4% | 337,984 | $14.6M |
| Access Investment Management LLC | 4.00% | — | 325,475 | $14.0M |
| New York State Teachers Retirement System | 0.03% | Add +0.0% | 322,939 | $13.9M |
| AE Wealth Management LLC | 0.10% | New | 317,059 | $13.7M |
| Cibc World Markets Corp. | 0.09% | Add +412.1% | 311,389 | $13.4M |
| Boston Common Asset Management, LLC | 0.36% | Reduce -23.6% | 300,134 | $13.0M |
| Exane Asset Management | 5.04% | Add +16.9% | 255,160 | $12.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -10.0% | 298,522 | $12.9M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.3% | 276,992 | $12.0M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +1.0% | 261,938 | $11.3M |
| Redwood Grove Capital, LLC | 3.75% | No change | 261,636 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -23.6% | 258,167 | $11.1M |
| Slate Path Capital LP | 0.19% | No change | 257,400 | $11.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +9.7% | 255,313 | $11.0M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.9% | 243,369 | $10.5M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Add +18.1% | 234,710 | $10.1M |
| Artemis Investment Management LLP | 0.13% | Reduce -55.3% | 233,475 | $10.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 231,625 | $10.0M |
| Flossbach Von Storch SE | 0.04% | Reduce -45.1% | 227,435 | $9.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -0.3% | 224,311 | $9.7M |
| Korea Investment CORP | 0.02% | Add +85.9% | 220,985 | $9.5M |
| KBC Group NV | 0.03% | Reduce -0.7% | 219,303 | $9.5M |
| Twinbeech Capital LP | 0.21% | Reduce -7.1% | 212,905 | $9.2M |
| Asset Management One Co., Ltd. | 0.03% | Add +1.7% | 207,670 | $9.0M |
| LBP Am SA | 0.13% | Reduce -69.5% | 206,064 | $8.9M |
| MetLife Investment Management, LLC | 0.05% | Add +2.4% | 201,966 | $8.7M |
| Jefferies Financial Group Inc. | 0.15% | Add +180.1% | 201,156 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.4% | 197,678 | $8.5M |
| KLP Kapitalforvaltning As | 0.04% | Add +11.3% | 196,671 | $8.5M |
| CastleKnight Management LP | 0.55% | Reduce -0.6% | 187,000 | $8.1M |
| Ramirez Asset Management, Inc. | 1.21% | Add +366.5% | 184,782 | $8.0M |
| TD Asset Management Inc | 0.01% | Add +0.1% | 180,900 | $7.8M |
| Wells Fargo & Company | 0.00% | Reduce -28.6% | 179,863 | $7.8M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 176,895 | $7.6M |
| Van Den Berg Management I, Inc. | 2.15% | Reduce -0.6% | 175,653 | $7.6M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.4% | 173,415 | $7.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -10.4% | 167,255 | $7.2M |
| American Century Companies Inc. | 0.00% | Reduce -3.6% | 167,023 | $7.2M |
| Private Management Group Inc. | 0.23% | Reduce -3.9% | 165,751 | $7.2M |
| Albar Capital Partners LLP | 1.22% | Add +1.4% | 165,215 | $7.1M |
| Voya Investment Management LLC | 0.01% | Reduce -11.8% | 162,836 | $7.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -5.5% | 161,751 | $7.0M |
| Danske Bank A/S | 0.02% | Reduce -19.1% | 160,327 | $6.9M |
| Arizona State Retirement System | 0.04% | Add +1.4% | 152,564 | $6.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -7.2% | 152,467 | $6.6M |
| Manning & Napier Advisors LLC | 0.08% | Add +38.6% | 152,220 | $6.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | New | 152,070 | $6.6M |
| LPL Financial LLC | 0.00% | Add +0.1% | 149,744 | $6.5M |
| State of Michigan Retirement System | 0.03% | Add +0.2% | 145,564 | $6.3M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -0.1% | 142,507 | $6.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.8% | 141,589 | $6.1M |
| Handelsbanken Fonder AB | 0.02% | Reduce -3.3% | 139,800 | $6.0M |
| De Lisle Partners LLP | 0.83% | Add +9.6% | 137,000 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.11% | New | 134,720 | $5.8M |
| Kwmg, LLC | 0.54% | Add +2.5% | 133,474 | $5.8M |
| Mediolanum International Funds Ltd | 0.07% | Add +14.0% | 132,891 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.4% | 116,963 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +116.1% | 129,165 | $5.6M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 125,046 | $5.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.7% | 122,697 | $5.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +7.6% | 121,625 | $5.2M |
| Czech National Bank | 0.04% | Add +6.7% | 121,218 | $5.2M |
| Federated Hermes, Inc. | 0.01% | Add +239874.0% | 119,987 | $5.2M |
| Forsta Ap-Fonden | 0.03% | Add +4.2% | 116,200 | $5.0M |
| M&G PLC | 0.03% | Reduce -0.0% | 114,268 | $4.9M |
| Evelyn Partners Investment Management Services Ltd | 0.69% | Add +9.3% | 106,399 | $4.6M |
| NorthCoast Asset Management LLC | 0.02% | Add +43.5% | 104,908 | $4.5M |
| DNB Asset Management AS | 0.02% | Add +1.8% | 103,758 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +43.1% | 88,832 | $4.4M |
| ProShare Advisors LLC | 0.01% | Add +12.1% | 100,384 | $4.3M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.5% | 99,237 | $4.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.21% | Reduce -8.6% | 98,651 | $4.3M |
| Paradigm Capital Management Inc. | 0.21% | No change | 98,180 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -0.7% | 97,059 | $4.2M |
| Fisher Funds Management LTD | 0.10% | Reduce -39.9% | 93,963 | $4.1M |
| Letko, Brosseau & Associates Inc. | 0.07% | Add +10.5% | 90,450 | $3.9M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.39% | Reduce -4.8% | 89,739 | $3.9M |
| Beverly Hills Private Wealth, LLC | 0.73% | Add +7.3% | 89,177 | $3.8M |
| Rathbones Group PLC | 0.02% | Reduce -13.7% | 88,380 | $3.8M |
| Alpha Omega Wealth Management LLC | 0.67% | Reduce -4.9% | 86,838 | $3.7M |
| SG Americas Securities, LLC | 0.02% | Reduce -43.9% | 82,680 | $3.6M |
| Robeco Schweiz AG | 0.08% | No change | 82,300 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.4% | 82,122 | $3.5M |
| CIBC Asset Management Inc | 0.01% | Add +0.3% | 80,802 | $3.5M |
| Old North State Wealth Management, LLC | 1.80% | Add +0.8% | 79,962 | $3.5M |
| Sage Capital Advisors,llc | 0.85% | Reduce -0.2% | 79,350 | $3.4M |
| Teacher Retirement System of Texas | 0.01% | Add +4.2% | 79,258 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -58.0% | 78,706 | $3.4M |
| WINTON GROUP Ltd | 0.17% | Add +222.8% | 77,707 | $3.4M |
| Mainstay Capital Management LLC | 0.16% | Add +103.1% | 75,437 | $3.3M |
| Xponance LLC | 0.03% | Reduce -25.9% | 75,118 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +41.5% | 71,714 | $3.1M |
| Verition Fund Management LLC | 0.02% | Add +60.1% | 68,582 | $3.0M |
| APG Asset Management N.V. | 0.01% | Add +17.6% | 80,384 | $3.0M |
| CI Investments Inc. | 0.01% | Reduce -0.1% | 67,197 | $2.9M |
| New York Life Investment Management LLC | 0.03% | Reduce -1.6% | 66,555 | $2.9M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.8% | 65,509 | $2.8M |
| Lighthouse Investment Partners, LLC | 0.12% | Add +85.7% | 65,000 | $2.8M |
| SWS Partners | 0.74% | Reduce -1.7% | 63,885 | $2.8M |
| BIP Wealth, LLC | 0.17% | Reduce 0.0% | 62,579 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -39.3% | 60,734 | $2.6M |
| Metis Global Partners, LLC | 0.07% | Add +14.3% | 60,661 | $2.6M |
| Point72 Hong Kong Ltd | 0.18% | New | 60,654 | $2.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.1% | 60,594 | $2.6M |
| Tudor Investment Corporation | 0.02% | New | 59,753 | $2.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +3.9% | 59,454 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.2% | 58,472 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +2.2% | 58,098 | $2.5M |
| Engineers Gate Manager LP | 0.03% | Add +5.5% | 57,771 | $2.5M |
| Bank Pictet & Cie (Europe) AG | 0.05% | Add +90.7% | 56,960 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.1% | 56,864 | $2.5M |
| Weiss Asset Management LP | 0.05% | New | 56,693 | $2.4M |
| Raiffeisen Bank International AG | 0.04% | Reduce -17.2% | 57,062 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -0.7% | 55,721 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.9% | 55,689 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.9% | 55,528 | $2.4M |
| DoubleLine ETF Adviser LP | 0.75% | New | 54,289 | $2.3M |
| Twin Capital Management Inc. | 0.25% | Reduce -3.8% | 53,702 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Add +130.1% | 53,637 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -46.6% | 52,998 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.0% | 52,878 | $2.3M |
| Macquarie Group Ltd. | 0.00% | Reduce -17.3% | 52,727 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.2% | 49,624 | $2.1M |
| STRS Ohio | 0.01% | Add +43.2% | 49,613 | $2.1M |
| Ossiam | 0.02% | Add +659.4% | 46,485 | $2.0M |
| AQR Capital Management | 0.00% | Add +244.0% | 46,183 | $2.0M |
| Timucuan Asset Management Inc. | 0.06% | Add +28.6% | 45,000 | $1.9M |
| Wharton Business Group, LLC | 0.08% | Reduce -8.9% | 44,572 | $1.9M |
| Swedbank AB | 0.00% | Reduce -59.5% | 44,304 | $1.9M |
| Investors Research Corp | 0.37% | No change | 44,001 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Add +51.2% | 43,466 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +5.9% | 42,780 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +23.2% | 42,016 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -2.6% | 41,490 | $1.8M |
| Adams Natural Resources Fund, Inc. | 0.28% | Reduce -50.4% | 41,300 | $1.8M |
| Ethic Inc. | 0.03% | Add +0.6% | 41,103 | $1.8M |
| Fruth Investment Management | 0.47% | Reduce -3.0% | 40,057 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +33.2% | 39,773 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -11.2% | 39,294 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +266.6% | 36,231 | $1.6M |
| Point72 (DIFC) Ltd | 0.12% | New | 35,808 | $1.5M |
| Banque Cantonale Vaudoise | 0.06% | Reduce -24.4% | 35,598 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -19.3% | 34,568 | $1.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -18.2% | 34,566 | $1.5M |
| Public Sector Pension Investment Board | 0.01% | Reduce -46.3% | 34,332 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | — | 34,272 | $1.5M |
| Aberdeen Group plc | 0.00% | Reduce -21.7% | 32,618 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +125.8% | 32,261 | $1.4M |
| Mariner, LLC | 0.00% | Add +4.8% | 31,612 | $1.4M |
| AustralianSuper Pty Ltd | 0.01% | New | 31,334 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +9.1% | 31,109 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -6.2% | 30,927 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -2.1% | 30,652 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -3.1% | 30,035 | $1.3M |
| LMR Partners LLP | 0.03% | Reduce -70.5% | 30,000 | $1.3M |
| Old Mission Capital LLC | 0.03% | Add +180.3% | 29,443 | $1.3M |
| Meiji Yasuda Life Insurance Co | 0.04% | Add +4.5% | 28,828 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -35.9% | 28,282 | $1.2M |
| Utah Retirement Systems | 0.01% | Reduce -0.6% | 27,539 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -71.7% | 27,130 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +37.6% | 26,295 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.5% | 26,200 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.2% | 25,779 | $1.1M |
| Machina Capital S.A.S. | 0.23% | New | 25,652 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +4.8% | 25,321 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.4% | 25,320 | $1.1M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.30% | No change | 25,000 | $1.1M |
| Dark Forest Capital Management LP | 0.04% | Add +37.9% | 24,931 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.2% | 23,177 | $1.1M |
| Centiva Capital, LP | 0.07% | Add +72.4% | 24,475 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +208.9% | 24,160 | $1.0M |
| Nekton Capital Ltd. | 2.11% | Add +0.6% | 24,146 | $1.0M |
| Jump Financial, LLC | 0.01% | New | 23,786 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.2% | 23,657 | $1.0M |
| Virtu Financial LLC | 0.05% | New | 23,386 | $1.0M |
| Abacus Planning Group, Inc. | 0.15% | Reduce -0.6% | 23,083 | $996K |
| New Mexico Educational Retirement Board | 0.03% | No change | 23,085 | $996K |
| Neuberger Berman Group LLC | 0.00% | Reduce -37.8% | 22,487 | $970K |
| AXA S.A. | 0.00% | Add +1.3% | 22,283 | $962K |
| Sciencast Management LP | 0.19% | New | 21,692 | $936K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +6.8% | 21,647 | $934K |
| Cetera Investment Advisers | 0.00% | Reduce -8.7% | 21,462 | $926K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.2% | 21,370 | $922K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 20,810 | $898K |
| Boston Partners | 0.00% | Reduce -99.6% | 20,810 | $898K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.6% | 20,368 | $879K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,382 | $879K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -37.0% | 20,286 | $875K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +12.2% | 20,195 | $871K |
| Blue Trust, Inc. | 0.01% | Add +5.1% | 19,800 | $854K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +235.6% | 19,782 | $854K |
| Weatherly Asset Management L. P. | 0.07% | Reduce -3.3% | 19,679 | $849K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 19,495 | $841K |
| Burney Co./ | 0.03% | Reduce -57.5% | 19,263 | $831K |
| Van Eck Associates Corp. | 0.00% | Add +1.9% | 19,045 | $822K |
| Truist Financial Corp. | 0.00% | Reduce -38.0% | 18,740 | $809K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -21.5% | 18,479 | $797K |
| Composition Wealth, LLC | 0.01% | Reduce -9.6% | 18,057 | $779K |
| Horizon Investments, LLC | 0.01% | Add +152.1% | 17,984 | $776K |
| Redmond Asset Management, LLC | 0.18% | New | 17,915 | $773K |
| Praxis Investment Management Inc. | 0.05% | Add +17.3% | 17,810 | $769K |
| Guggenheim Capital LLC | 0.01% | Reduce -10.3% | 17,765 | $767K |
| Dynasty Wealth Management, LLC | 0.01% | Add +2.4% | 17,566 | $758K |
| Fullcircle Wealth LLC | 0.28% | Add +2.2% | 17,140 | $755K |
| Captrust Financial Advisors | 0.00% | Add +18.6% | 17,280 | $746K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 17,276 | $745K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -24.8% | 17,262 | $745K |
| NEOS Investment Management LLC | 0.01% | Add +26.2% | 17,247 | $744K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | Add +1.2% | 17,000 | $734K |
| Icon Wealth Advisors, LLC | 0.05% | Add +0.3% | 15,885 | $685K |
| 626 Financial, LLC | 0.32% | Reduce -2.8% | 15,781 | $681K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -3.7% | 15,751 | $680K |
| Forum Financial Management, LP | 0.01% | Add +59.0% | 15,646 | $675K |
| Diligent Investors, LLC | 0.16% | Reduce -19.9% | 15,225 | $657K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +238.4% | 15,188 | $655K |
| Entropy Technologies, LP | 0.05% | New | 15,153 | $654K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | Add +19.2% | 15,015 | $648K |
| Moody National Bank Trust Division | 0.06% | Add +1.7% | 15,001 | $647K |
| GC Wealth Management RIA, LLC | 0.05% | Add +89.9% | 14,833 | $640K |
| Tidal Investments LLC | 0.00% | Add +62.2% | 14,636 | $632K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.7% | 14,631 | $631K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.11% | New | 14,576 | $629K |
| Nisa Investment Advisors, LLC | 0.00% | Add +71.9% | 14,358 | $620K |
| US Bancorp \de | 0.00% | Reduce -21.5% | 13,575 | $586K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +1.9% | 13,551 | $585K |
| Panagora Asset Management Inc. | 0.00% | Add +196.3% | 13,483 | $582K |
| Merit Financial Group, LLC | 0.01% | Add +18.1% | 12,886 | $556K |
| Investment Management Corp of Ontario | 0.01% | Reduce -45.1% | 12,740 | $550K |
| Profund Advisors LLC | 0.02% | Add +1.0% | 12,689 | $548K |
| GTS Securities LLC | 0.02% | New | 12,439 | $537K |
| Wealth Alliance, LLC | 0.06% | Reduce -9.3% | 12,369 | $534K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.8% | 12,297 | $531K |
| QRG Capital Management, Inc. | 0.00% | Add +4.5% | 12,241 | $528K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.3% | 12,166 | $525K |
| V-Square Quantitative Management LLC | 0.07% | Add +18.5% | 11,986 | $517K |
| Sapience Investments, LLC | 0.34% | Reduce -0.0% | 11,811 | $510K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 11,748 | $507K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.8% | 11,557 | $499K |
| Valeo Financial Advisors, LLC | 0.01% | Add +10.0% | 11,504 | $496K |
| Empowered Funds, LLC | 0.01% | Add +20.3% | 11,353 | $490K |
| Geneos Wealth Management Inc. | 0.01% | Add +78.0% | 11,198 | $483K |
| Centennial Wealth Advisory LLC | 0.15% | New | 11,147 | $481K |
| Focus Partners Wealth | 0.00% | Add +23.0% | 11,064 | $477K |
| Mufg Securities Americas Inc. | 0.04% | Add +25.6% | 10,990 | $474K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -85.8% | 10,867 | $469K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 10,774 | $465K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -34.7% | 10,574 | $456K |
| Patten Group, Inc. | 0.10% | Reduce -9.8% | 10,530 | $454K |
| Vestcor Inc | 0.01% | Reduce -0.6% | 10,257 | $443K |
| Kimelman & Baird, LLC | 0.04% | No change | 10,250 | $442K |
| Moors & Cabot, Inc. | 0.02% | Add +0.3% | 9,944 | $429K |
| Perpetual Ltd | 0.01% | New | 9,853 | $425K |
| Fifth Third Bancorp | 0.00% | Add +39.2% | 9,402 | $406K |
| Generali Asset Management SPA SGR | 0.01% | No change | 12,902 | $405K |
| Gsa Capital Partners LLP | 0.03% | Add +86.0% | 9,130 | $394K |
| BIP Alliance, LLC | 0.15% | Reduce -2.5% | 8,807 | $380K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.0% | 8,656 | $373K |
| Scientech Research LLC | 0.09% | New | 8,608 | $371K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.16% | Reduce -0.4% | 8,157 | $352K |
| Radnor Capital Management, LLC | 0.06% | Reduce -7.1% | 8,058 | $348K |
| CTC Alternative Strategies, Ltd. | 0.30% | New | 7,900 | $341K |
| Vident Advisory, LLC | 0.00% | Reduce -79.7% | 7,852 | $339K |
| Empirical Finance, LLC | 0.02% | Reduce -0.1% | 7,819 | $337K |
| MML Investors Services, LLC | 0.00% | Reduce -31.6% | 7,803 | $337K |
| International Private Wealth Advisors LLC | 0.28% | New | 7,620 | $329K |
| Pflug Koory, LLC | 0.17% | No change | 7,614 | $329K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.0% | 7,608 | $328K |
| Hartford Financial Management Inc. | 0.09% | No change | 7,605 | $328K |
| McDonald Partners LLC | 0.08% | Reduce -25.0% | 7,500 | $324K |
| Cwm, LLC | 0.00% | Add +58.5% | 7,407 | $320K |
| Capstone Investment Advisors, LLC | 0.00% | New | 7,398 | $319K |
| Triodos Investment Management BV | 0.02% | Reduce -14.9% | 7,400 | $319K |
| Bayesian Capital Management, LP | 0.05% | New | 7,200 | $311K |
| Chicago Capital, LLC | 0.01% | No change | 7,075 | $305K |
| Jones Financial Companies LLLP | 0.00% | Reduce -24.4% | 7,087 | $305K |
| Moneco Advisors, LLC | 0.03% | Reduce -1.1% | 6,826 | $295K |
| Corient Private Wealth LP | 0.00% | Reduce -62.2% | 6,823 | $294K |
| Benjamin Edwards Inc. | 0.00% | Add +4.0% | 6,776 | $292K |
| Creative Planning | 0.00% | Reduce -69.5% | 6,744 | $291K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.3% | 6,674 | $288K |
| Womack Financial LLC | 0.23% | Reduce -9.2% | 6,409 | $277K |
| Farringdon Capital, Ltd. | 0.09% | New | 6,348 | $274K |
| NewEdge Wealth, LLC | 0.00% | New | 6,244 | $274K |
| GeoWealth Management, LLC | 0.01% | Add +4620.3% | 6,278 | $271K |
| Compound Planning, Inc. | 0.01% | New | 6,271 | $271K |
| Advisory Services Network, LLC | 0.00% | Add +1.1% | 6,044 | $268K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.6% | 6,128 | $264K |
| Summit Trail Advisors, LLC | 0.00% | New | 5,974 | $258K |
| Fiduciary Trust Co | 0.00% | Add +7.5% | 5,934 | $256K |
| Intech Investment Management LLC | 0.00% | Reduce -63.5% | 5,842 | $252K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.8% | 5,742 | $248K |
| Canal Capital Management, LLC | 0.04% | Reduce -71.7% | 5,721 | $247K |
| PharVision Advisers, LLC | 0.35% | Add +27.8% | 5,690 | $246K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +15.8% | 5,677 | $245K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.8% | 5,638 | $243K |
| Wealthfront Advisers LLC | 0.00% | New | 5,596 | $241K |
| Park Avenue Securities LLC | 0.00% | Reduce -21.3% | 5,515 | $238K |
| Laurion Capital Management LP | 0.03% | New | 5,507 | $238K |
| Nilsine Partners, LLC | 0.02% | Add +3.8% | 5,504 | $237K |
| Independent Financial Group, LLC | 0.01% | Add +14.8% | 5,499 | $237K |
| West Paces Advisors Inc. | 0.05% | Add +0.2% | 5,464 | $236K |
| GAMMA Investing LLC | 0.01% | Reduce -5.6% | 5,404 | $233K |
| Ostrum Asset Management | 0.01% | Reduce -2.8% | 5,400 | $233K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -0.4% | 5,342 | $231K |
| Lazard Asset Management LLC | 0.00% | Reduce -87.1% | 5,364 | $230K |
| Harbor Advisors LLC | 0.04% | No change | 5,315 | $229K |
| Blackhawk Capital Partners, LLC | 0.11% | New | 5,307 | $229K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,192 | $224K |
| Hudson Bay Capital Management LP | 0.00% | New | 5,188 | $224K |
| Stephens Inc. | 0.00% | Reduce -3.3% | 5,067 | $219K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.9% | 4,956 | $214K |
| Wealthspire Advisors, LLC | 0.00% | Add +7.8% | 4,872 | $210K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -25.0% | 4,864 | $210K |
| Jain Global LLC | 0.00% | New | 4,777 | $206K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,710 | $203K |
| Citizens National Bank Trust Department | 0.04% | Reduce -7.9% | 4,690 | $202K |
| New Age Alpha Advisors, LLC | 0.01% | New | 4,612 | $199K |
| Turim 21 Investimentos Ltda. | 0.03% | New | 3,660 | $158K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +22.1% | 3,397 | $147K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +17.2% | 3,331 | $144K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -43.6% | 3,216 | $139K |
| Skylands Capital, LLC | 0.02% | No change | 2,867 | $124K |
| Penserra Capital Management LLC | 0.00% | Add +12.7% | 2,779 | $119K |
| CX Institutional | 0.00% | Add +1835.0% | 2,709 | $117K |
| Bank & Trust Co | 0.09% | No change | 2,702 | $117K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -0.6% | 2,575 | $111K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +3.9% | 2,557 | $110K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -49.3% | 2,554 | $110K |
| TD Private Client Wealth LLC | 0.00% | Reduce -82.8% | 2,380 | $103K |
| Versant Capital Management, Inc | 0.01% | Add +189.3% | 2,254 | $97K |
| Allworth Financial LP | 0.00% | Reduce -0.9% | 2,185 | $94K |
| Assetmark, Inc. | 0.00% | Add +57.7% | 2,172 | $94K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,027 | $87K |
| Quarry LP | 0.02% | Add +32.7% | 1,879 | $81K |
| Sentry Investment Management LLC | 0.04% | No change | 1,596 | $75K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -4.2% | 1,648 | $71K |
| Signaturefd, LLC | 0.00% | Add +207.5% | 1,645 | $71K |
| Global Retirement Partners, LLC | 0.00% | — | 1,618 | $70K |
| MAI Capital Management | 0.00% | Reduce -6.7% | 1,593 | $69K |
| Covestor Ltd | 0.04% | Reduce -33.0% | 1,522 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +21.8% | 1,494 | $64K |
| MUFG Securities EMEA plc | 0.00% | New | 1,457 | $63K |
| Bfsg, LLC | 0.01% | No change | 1,415 | $61K |
| Huntington National Bank | 0.00% | Add +64.3% | 1,405 | $61K |
| Simplex Trading, LLC | 0.00% | Reduce -57.5% | 1,263 | $54K |
| Lanark Financial, Inc. | 0.00% | Reduce -2.8% | 1,241 | $53K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +81.4% | 1,130 | $49K |
| Whipplewood Advisors, LLC | 0.02% | Add +50.0% | 1,026 | $44K |
| Oakworth Capital, Inc. | 0.00% | Reduce -3.6% | 1,002 | $43K |
| Arax Advisory Partners | 0.00% | Add +90.2% | 991 | $43K |
| Groupe la Francaise | 0.00% | New | 1,180 | $43K |
| First United Bank & Trust | 0.01% | No change | 958 | $41K |
| Gen-Wealth Partners Inc | 0.02% | No change | 955 | $41K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 920 | $40K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 907 | $39K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -88.4% | 863 | $37K |
| Rexford Capital Inc. | 0.03% | — | 800 | $35K |
| Bessemer Group Inc. | 0.00% | Reduce -75.0% | 774 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 754 | $33K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 712 | $31K |
| Twin Lakes Capital Management, LLC | 0.02% | Reduce -28.8% | 699 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | Add +112.8% | 698 | $30K |
| CYBER HORNET ETFs LLC | 0.02% | New | 678 | $29K |
| Tsfg, LLC | 0.01% | No change | 672 | $29K |
| IMA Advisory Services, Inc. | 0.00% | No change | 657 | $28K |
| Montag A & Associates Inc. | 0.00% | No change | 645 | $28K |
| Spire Wealth Management | 0.00% | Reduce -3.9% | 636 | $27K |
| Principal Securities, Inc. | 0.00% | Reduce -10.7% | 621 | $27K |
| Fairscale Capital, LLC | 0.02% | No change | 550 | $24K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 565 | $24K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -40.6% | 558 | $24K |
| Cromwell Holdings LLC | 0.01% | Reduce -11.9% | 556 | $24K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 520 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -40.2% | 514 | $22K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -76.8% | 475 | $22K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 498 | $21K |
| State of Wyoming | 0.00% | New | 443 | $19K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -10.1% | 426 | $18K |
| Manchester Capital Management LLC | 0.00% | Reduce -49.7% | 407 | $18K |
| Clearstead Advisors, LLC | 0.00% | Add +875.6% | 400 | $17K |
| UMB Bank, n.a. | 0.00% | Reduce -67.3% | 385 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 381 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 356 | $15K |
| Rise Advisors, LLC | 0.01% | No change | 353 | $15K |
| Summit Securities Group LLC | 0.01% | New | 334 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -26.5% | 328 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $14K |
| Monetary Management Group Inc. | 0.00% | No change | 300 | $13K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 278 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -34.1% | 274 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +28.3% | 263 | $11K |
| GW&K Investment Management, LLC | 0.00% | Reduce -6.2% | 258 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +32.1% | 251 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Reduce -72.0% | 248 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 225 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 224 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +36.8% | 223 | $10K |
| Zions Bancorporation, National Association | 0.00% | Reduce -65.8% | 222 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 216 | $10K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -37.9% | 216 | $9K |
| Peterson Wealth Services | 0.00% | No change | 213 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +26.0% | 194 | $8K |
| NewSquare Capital LLC | 0.00% | New | 193 | $8K |
| Hemington Wealth Management | 0.00% | Add +89.0% | 189 | $8K |
| Financial Management Professionals, Inc. | 0.00% | Add +64.4% | 166 | $7K |
| Compass Financial Services Inc | 0.00% | No change | 162 | $7K |
| Eastern Bank | 0.00% | No change | 156 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 150 | $6K |
| CVA Family Office, LLC | 0.00% | Reduce -29.0% | 147 | $6K |
| Main Street Group, LTD | 0.00% | Reduce -0.8% | 120 | $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 |
| MV Capital Management, Inc. | 0.00% | Add +145.4% | 108 | $5K |
| Howard Hughes Medical Institute | 0.00% | New | 106 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Add +250.0% | 105 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -41.3% | 94 | $4K |
| Essential Partners LLC | 0.00% | — | 90 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -35.6% | 87 | $4K |
| Abound Wealth Management | 0.00% | Add +46.5% | 85 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +12.0% | 84 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -60.4% | 80 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -8.2% | 78 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -77.1% | 78 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +68.9% | 76 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 73 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -1.4% | 72 | $3K |
| Binnacle Investments Inc | 0.00% | Add +68.3% | 69 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 65 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +52.5% | 61 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -27.9% | 62 | $3K |
| DT Investment Partners, LLC | 0.00% | No change | 60 | $3K |
| Maseco LLP | 0.00% | — | 56 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 52 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -44.4% | 50 | $2K |
| True Wealth Design, LLC | 0.00% | Add +104.2% | 49 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.0% | 47 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 66 | $2K |
| Avion Wealth | 0.00% | Add +125.9% | 61 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +50.0% | 45 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 44 | $2K |
| Private Trust Co. NA | 0.00% | Reduce -53.9% | 42 | $2K |
| Horizon Financial Services, LLC | 0.00% | Add +131.3% | 37 | $2K |
| Activest Wealth Management | 0.00% | Reduce -15.0% | 34 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 32 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -34.1% | 27 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 26 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -70.7% | 24 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -67.1% | 24 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 23 | $993 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 23 | $992 |
| Rothschild Investment LLC | 0.00% | Add +91.7% | 23 | $992 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +31.3% | 21 | $907 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -23.1% | 20 | $863 |
| Kilter Group LLC | 0.00% | New | 20 | $863 |
| SJS Investment Consulting Inc. | 0.00% | Add +41.7% | 17 | $734 |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.0% | 16 | $690 |
| American Capital Advisory, LLC | 0.00% | New | 14 | $605 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -81.4% | 13 | $561 |
| Quaker Wealth Management, LLC | 0.00% | — | 12 | $518 |
| CENTRAL TRUST Co | 0.00% | Reduce -91.7% | 12 | $518 |
| Bogart Wealth, LLC | 0.00% | New | 12 | $518 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +450.0% | 11 | $475 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -23.1% | 10 | $432 |
| Prestige Wealth Management Group LLC | 0.00% | New | 9 | $389 |
| HFM Investment Advisors, LLC | 0.00% | Add +350.0% | 9 | $388 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 9 | $388 |
| ORG Partners LLC | 0.00% | New | 8 | $366 |
| Strengthening Families & Communities, LLC | 0.00% | New | 8 | $349 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 8 | $345 |
| Trust Co. of Toledo NA | 0.00% | New | 8 | $345 |
| Wealth Preservation Advisors, LLC | 0.00% | Reduce -86.4% | 6 | $259 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +200.0% | 6 | $259 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $129 |
| Highline Wealth Partners LLC | 0.00% | Reduce -94.9% | 3 | $129 |
| Ameriflex Group, Inc. | 0.00% | No change | 2 | $89 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $44 |
| Meeder Asset Management Inc. | 0.00% | Reduce -99.5% | 1 | $43 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.0% | 1 | $43 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 7 | $0 |
| Crowley Wealth Management, Inc. | 0.00% | No change | 100 | $0 |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.