Smurfit WestrockSW
13F holders, Q3 2025 (September 30)599holders +24
81new positions
58sold out
6famous investors
$42.50avg. 13F price*
At the end of Q3 2025, 599 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 24 from Q2 2025. 81 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($1.9B) and Capital Research Global Investors ($1.2B). 6 famous investors held it, including George Soros (7.5% of Soros Fund Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $250.7M |
| Exits | 58 | $121.7M |
All 13F filers, Q2 2025 → Q3 2025: 52,312,380 shares bought and 32,265,608 shares sold, net +20,046,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 599 holders
| Vanguard Group Inc. | 0.04% | Reduce -23.6% | 61,472,045 | $2.6B |
| BlackRock, Inc. | 0.03% | Add +4.9% | 43,544,344 | $1.9B |
| Capital Research Global Investors | 0.22% | Reduce -0.5% | 27,531,119 | $1.2B |
| State Street Corp. | 0.04% | Add +14.6% | 23,806,914 | $1.0B |
| Nuveen, LLC | 0.27% | Reduce -0.6% | 23,530,785 | $1.0B |
| Orbis Allan Gray Ltd | 3.46% | Add +3.0% | 18,948,827 | $806.7M |
| Geode Capital Management, LLC | 0.04% | Add +6.7% | 13,640,209 | $578.4M |
| FMR LLC | 0.03% | Reduce -0.3% | 12,179,069 | $518.2M |
| Franklin Resources Inc. | 0.12% | Add +94.4% | 11,353,140 | $482.9M |
| UBS Group AG | 0.09% | Add +272.0% | 11,240,153 | $478.5M |
| Invesco Ltd. | 0.07% | Add +2.5% | 10,083,045 | $429.2M |
| Bank of New York Mellon Corp | 0.07% | Add +2.3% | 8,693,951 | $370.1M |
| FIL Ltd | 0.28% | Add +1.8% | 8,531,101 | $361.8M |
| Soros Fund Management | 7.51% | Add +3.6% | 7,747,090 | $329.8M |
| Ameriprise Financial Inc. | 0.07% | Add +1.3% | 7,588,946 | $323.1M |
| Causeway Capital Management LLC | 4.23% | Add +7.2% | 7,522,983 | $320.3M |
| JPMorgan Chase & Co. | 0.02% | Add +16.6% | 6,251,085 | $266.1M |
| Bank of America Corp. | 0.02% | Add +15.4% | 6,077,875 | $258.7M |
| Nordea Investment Management AB | 0.21% | Add +5.6% | 5,774,223 | $241.1M |
| Deutsche Bank AG | 0.08% | Add +4.2% | 5,630,211 | $239.7M |
| Barclays PLC | 0.08% | Add +152.2% | 5,269,743 | $224.3M |
| Alliancebernstein L.P. | 0.07% | Reduce -1.7% | 5,253,256 | $223.6M |
| Morgan Stanley | 0.01% | Add +20.9% | 5,197,012 | $221.2M |
| Pictet Asset Management Holding SA | 0.20% | Add +2.4% | 4,992,785 | $212.5M |
| Marshall Wace, LLP | 0.23% | Add +58.1% | 4,882,947 | $207.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.8% | 4,414,380 | $187.9M |
| Northern Trust Corp. | 0.02% | Add +5.3% | 4,341,440 | $184.8M |
| Legal & General Group Plc | 0.04% | Add +23.0% | 4,116,572 | $174.5M |
| Amundi | 0.05% | Add +2.9% | 4,138,100 | $166.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +26.9% | 3,637,208 | $154.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +9.1% | 3,177,003 | $135.2M |
| Janus Henderson Group PLC | 0.06% | Add +306.5% | 2,927,470 | $124.2M |
| Millennium Management | 0.10% | Add +106.6% | 2,903,516 | $123.6M |
| Citigroup Inc. | 0.07% | Reduce -5.3% | 2,516,909 | $107.1M |
| Thompson Siegel & Walmsley LLC | 1.69% | Add +33.9% | 2,449,816 | $104.3M |
| Incentive AS | 100.00% | Reduce -12.9% | 2,022,540 | $86.1M |
| Pacer Advisors, Inc. | 0.21% | Add +4580.6% | 1,861,635 | $79.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.07% | Add +365.6% | 1,832,906 | $77.9M |
| Polaris Capital Management, LLC | 4.87% | Reduce -2.0% | 1,742,660 | $74.2M |
| Swiss National Bank | 0.04% | Reduce -4.8% | 1,504,597 | $64.1M |
| Lansdowne Partners (uk) LLP | 4.62% | Reduce -1.4% | 1,286,111 | $54.7M |
| HSBC Holdings PLC | 0.03% | Add +35.0% | 1,266,948 | $53.3M |
| Vontobel Holding Ltd. | 0.17% | Reduce -1.6% | 1,241,578 | $52.9M |
| Massachusetts Financial Services Co. | 0.02% | Add +42.9% | 1,239,822 | $52.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +15.3% | 1,209,753 | $51.5M |
| BNP Paribas Financial Markets | 0.04% | Add +33.8% | 1,186,165 | $50.5M |
| Aviva PLC | 0.09% | Add +13.0% | 1,176,623 | $49.6M |
| Lakewood Capital Management, LP | 3.74% | No change | 1,160,297 | $49.4M |
| Cullen Capital Management, LLC | 0.54% | Add +124.3% | 1,153,374 | $49.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +7.3% | 1,047,724 | $44.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 1,045,791 | $44.5M |
| Royal Bank of Canada | 0.01% | Add +47.5% | 1,018,510 | $43.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +226.7% | 975,257 | $41.5M |
| Man Group plc | 0.08% | Add +60.3% | 973,724 | $41.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Add +8.3% | 970,595 | $40.8M |
| Patten & Patten Inc. | 2.37% | Reduce -0.4% | 946,185 | $40.3M |
| Rhumbline Advisers | 0.03% | Add +1.6% | 942,245 | $40.1M |
| Citadel Advisors | 0.03% | Reduce -53.9% | 933,972 | $39.8M |
| Mackenzie Financial Corp. | 0.05% | Reduce -10.2% | 917,916 | $38.8M |
| National Pension Service | 0.03% | Add +2.8% | 873,660 | $37.2M |
| Bank of Montreal | 0.02% | Add +72.7% | 868,145 | $37.0M |
| California Public Employees Retirement System | 0.02% | New | 856,806 | $36.5M |
| Ruffer LLP | 1.86% | Reduce -82.7% | 785,589 | $33.4M |
| Zurich Insurance Group Ltd | 0.23% | Reduce -42.7% | 780,231 | $32.8M |
| Compagnie Lombard Odier SCmA | 0.36% | Reduce -15.8% | 757,886 | $32.3M |
| Evelyn Partners Investment Management LLP | 0.90% | Reduce -4.4% | 744,565 | $31.7M |
| Moore Capital Management, LP | 0.64% | New | 737,354 | $31.4M |
| Liontrust Investment Partners LLP | 0.46% | Add +0.9% | 742,735 | $31.2M |
| First Trust Advisors LP | 0.02% | Add +0.5% | 731,607 | $31.1M |
| Sei Investments Co. | 0.03% | Add +9.1% | 725,778 | $30.9M |
| Principal Financial Group Inc. | 0.01% | Add +12.6% | 630,046 | $26.8M |
| California State Teachers Retirement System | 0.03% | Add +0.1% | 627,822 | $26.7M |
| New York State Common Retirement Fund | 0.03% | Add +12.9% | 587,635 | $25.0M |
| Salem Investment Counselors Inc. | 0.68% | Reduce -0.2% | 561,092 | $23.9M |
| Savant Capital, LLC | 0.14% | Reduce -0.1% | 539,098 | $22.9M |
| Foresight Group Ltd Liability Partnership | 3.19% | Reduce -11.9% | 502,569 | $21.4M |
| Wellington Management Group LLP | 0.00% | Reduce -14.4% | 503,419 | $21.4M |
| J. Goldman & Co LP | 0.81% | Add +36.0% | 501,661 | $21.4M |
| Albar Capital Partners LLP | 4.61% | Add +187.8% | 475,457 | $20.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +4.7% | 475,289 | $20.2M |
| Groupama Asset Managment | 0.30% | Add +5.9% | 644,001 | $20.1M |
| Lombard Odier Asset Management (Europe) Ltd | 1.48% | Add +19.7% | 470,863 | $20.0M |
| Natixis Advisors, LLC | 0.03% | Add +13.8% | 456,528 | $19.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.8% | 434,274 | $18.5M |
| Tredje AP-fonden | 0.15% | Add +4.4% | 427,457 | $18.2M |
| Sycomore Asset Management | 3.00% | No change | 488,737 | $18.0M |
| Brown Advisory Inc. | 0.02% | New | 417,419 | $17.8M |
| Exane Asset Management | 5.82% | Add +35.4% | 345,393 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 405,585 | $17.3M |
| Capital International Investors | 0.00% | New | 388,544 | $16.5M |
| Banque Pictet & Cie SA | 0.16% | Add +6.3% | 378,052 | $16.1M |
| Ninety One UK Ltd | 0.03% | New | 376,677 | $15.8M |
| Distillate Capital Partners LLC | 0.78% | New | 352,377 | $15.0M |
| Arnhold LLC | 1.24% | No change | 353,145 | $14.9M |
| Storebrand Asset Management As | 0.04% | Add +1.3% | 342,248 | $14.6M |
| AE Wealth Management LLC | 0.09% | Add +6.9% | 338,848 | $14.4M |
| Access Investment Management LLC | 3.79% | Add +1.8% | 331,275 | $14.1M |
| Aberdeen Group plc | 0.02% | Add +910.5% | 329,621 | $13.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.3% | 322,117 | $13.7M |
| CIBC Bancorp USA Inc. | 0.08% | — | 318,720 | $13.6M |
| Point72 Asset Management | 0.03% | Reduce -65.8% | 316,897 | $13.5M |
| Gotham Asset Management | 0.06% | New | 314,068 | $13.4M |
| Artemis Investment Management LLP | 0.16% | Add +33.1% | 310,789 | $13.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -1.0% | 274,159 | $11.7M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +1.7% | 266,466 | $11.3M |
| Redwood Grove Capital, LLC | 3.19% | No change | 261,636 | $11.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.6% | 259,533 | $11.0M |
| Walleye Capital LLC | 0.10% | Reduce -48.2% | 257,066 | $10.9M |
| Marathon Asset Management Ltd | 0.38% | New | 243,366 | $10.4M |
| Wells Fargo & Company | 0.00% | Add +34.3% | 241,498 | $10.3M |
| Holowesko Partners Ltd. | 3.74% | New | 237,500 | $10.1M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +0.4% | 235,644 | $10.0M |
| GAM Holding AG | 0.62% | New | 238,510 | $10.0M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -3.8% | 234,236 | $10.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -9.4% | 233,991 | $10.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +1.9% | 228,524 | $9.7M |
| Royal London Asset Management Ltd. | 0.02% | Add +1136.0% | 228,409 | $9.7M |
| MetLife Investment Management, LLC | 0.04% | Add +8.7% | 219,442 | $9.3M |
| KBC Group NV | 0.02% | No change | 219,303 | $9.3M |
| Asset Management One Co., Ltd. | 0.03% | Add +5.6% | 219,283 | $9.3M |
| Tiaa Trust, National Association | 0.02% | New | 211,014 | $9.0M |
| Korea Investment CORP | 0.02% | Reduce -5.8% | 208,185 | $8.9M |
| Worldquant Millennium Advisors LLC | 0.04% | New | 205,585 | $8.8M |
| Flossbach Von Storch SE | 0.03% | Reduce -9.3% | 206,260 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 200,534 | $8.5M |
| KLP Kapitalforvaltning As | 0.03% | Reduce -0.1% | 196,371 | $8.4M |
| TD Asset Management Inc | 0.01% | Add +4.6% | 189,229 | $8.1M |
| Ramirez Asset Management, Inc. | 1.11% | Add +2.0% | 188,409 | $8.0M |
| CastleKnight Management LP | 0.43% | No change | 187,000 | $8.0M |
| Slate Path Capital LP | 0.12% | Reduce -27.4% | 187,000 | $8.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +3.1% | 182,344 | $7.8M |
| LBP Am SA | 0.09% | Reduce -14.9% | 175,259 | $7.5M |
| Van Den Berg Management I, Inc. | 1.86% | Reduce -0.8% | 174,228 | $7.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.3% | 172,814 | $7.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +13.2% | 172,537 | $7.3M |
| LPL Financial LLC | 0.00% | Add +11.4% | 166,766 | $7.1M |
| American Century Companies Inc. | 0.00% | Reduce -0.2% | 166,624 | $7.1M |
| Private Management Group Inc. | 0.21% | Reduce -1.1% | 163,935 | $7.0M |
| Public Employees Retirement System of Ohio | 0.02% | Add +0.6% | 162,760 | $6.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -5.5% | 158,070 | $6.7M |
| Arizona State Retirement System | 0.04% | Add +1.2% | 154,340 | $6.6M |
| State of Michigan Retirement System | 0.03% | Add +4.4% | 151,964 | $6.5M |
| Credit Agricole S A | 0.02% | — | 150,200 | $6.4M |
| M&G PLC | 0.03% | Add +27.6% | 145,819 | $6.3M |
| Ninety One SA (Pty) Ltd | 0.28% | New | 145,854 | $6.1M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -6.0% | 142,938 | $6.1M |
| Gateway Investment Advisers LLC | 0.06% | Add +0.1% | 142,606 | $6.1M |
| Jefferies Financial Group Inc. | 0.06% | Reduce -29.4% | 142,008 | $6.0M |
| Handelsbanken Fonder AB | 0.02% | No change | 139,800 | $6.0M |
| Boston Common Asset Management, LLC | 0.17% | Reduce -53.5% | 139,591 | $5.9M |
| Kwmg, LLC | 0.51% | Add +3.2% | 137,738 | $5.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -3.6% | 136,540 | $5.8M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -0.4% | 134,191 | $5.7M |
| Voya Investment Management LLC | 0.01% | Reduce -18.1% | 133,354 | $5.7M |
| Mediolanum International Funds Ltd | 0.06% | Add +0.8% | 134,012 | $5.7M |
| Czech National Bank | 0.04% | Add +9.4% | 132,608 | $5.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +145.4% | 130,075 | $5.5M |
| SIH Partners, LLLP | 0.48% | New | 129,885 | $5.5M |
| Forsta Ap-Fonden | 0.03% | Add +10.8% | 128,800 | $5.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +3.1% | 125,381 | $5.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 125,046 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -10.4% | 115,786 | $4.9M |
| Evelyn Partners Investment Management Services Ltd | 0.65% | Add +6.7% | 113,517 | $4.8M |
| Retirement Systems of Alabama | 0.02% | Reduce -84.7% | 111,377 | $4.7M |
| Vident Advisory, LLC | 0.05% | Add +1315.3% | 111,132 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.6% | 113,970 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +5.1% | 109,017 | $4.6M |
| Jane Street Group, LLC | 0.01% | New | 108,227 | $4.6M |
| Quantinno Capital Management LP | 0.01% | Add +101.1% | 107,842 | $4.6M |
| ProShare Advisors LLC | 0.01% | Add +4.1% | 104,499 | $4.4M |
| WINTON GROUP Ltd | 0.16% | Add +30.6% | 101,476 | $4.3M |
| Los Angeles Capital Management LLC | 0.01% | New | 99,290 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 99,237 | $4.2M |
| Amalgamated Bank | 0.03% | Add +2.0% | 98,978 | $4.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Reduce -2.4% | 96,292 | $4.1M |
| Covalis Capital LLP | 0.47% | New | 93,935 | $4.0M |
| Prudential Financial Inc. | 0.00% | Reduce -2.9% | 86,222 | $3.9M |
| Letko, Brosseau & Associates Inc. | 0.07% | Add +1.1% | 91,484 | $3.9M |
| Beverly Hills Private Wealth, LLC | 0.68% | Reduce -0.5% | 88,735 | $3.8M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.27% | Reduce -3.9% | 86,207 | $3.7M |
| Alpha Omega Wealth Management LLC | 0.61% | Reduce -0.9% | 86,009 | $3.7M |
| Utah Retirement Systems | 0.04% | Add +209.2% | 85,152 | $3.6M |
| Swiss Life Asset Management Ltd | 0.02% | New | 85,111 | $3.6M |
| Entropy Technologies, LP | 0.27% | Add +456.8% | 84,366 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.5% | 83,825 | $3.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -21.0% | 82,873 | $3.5M |
| CI Investments Inc. | 0.01% | Add +23.1% | 82,720 | $3.5M |
| Danske Bank A/S | 0.01% | Reduce -48.8% | 82,088 | $3.5M |
| Rathbones Group PLC | 0.01% | Reduce -6.5% | 82,650 | $3.5M |
| CIBC Asset Management Inc | 0.01% | Add +0.1% | 80,883 | $3.4M |
| Old North State Wealth Management, LLC | 1.61% | Add +0.9% | 80,647 | $3.4M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -47.7% | 79,552 | $3.4M |
| Sage Capital Advisors,llc | 0.80% | Add +0.0% | 79,359 | $3.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -34.4% | 78,697 | $3.4M |
| National Bank of Canada | 0.00% | Reduce -77.8% | 78,531 | $3.3M |
| South Dakota Investment Council | 0.06% | New | 78,257 | $3.3M |
| Magnetar Financial LLC | 0.02% | New | 78,213 | $3.3M |
| ExodusPoint Capital Management, LP | 0.05% | New | 77,107 | $3.3M |
| Metis Global Partners, LLC | 0.08% | Add +23.7% | 75,042 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.6% | 75,023 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +2.0% | 73,165 | $3.1M |
| Xponance LLC | 0.02% | Reduce -3.0% | 72,827 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +19.2% | 70,891 | $3.0M |
| New York Life Investment Management LLC | 0.03% | Add +5.1% | 69,949 | $3.0M |
| AQR Capital Management | 0.00% | Add +50.5% | 69,529 | $3.0M |
| APG Asset Management N.V. | 0.01% | No change | 80,384 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.7% | 68,386 | $2.9M |
| SWS Partners | 0.70% | Add +4.8% | 66,939 | $2.8M |
| Bank Pictet & Cie (Europe) AG | 0.06% | Add +15.6% | 65,849 | $2.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.1% | 61,883 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Add +10.1% | 61,373 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +39.4% | 59,645 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 58,468 | $2.5M |
| Verition Fund Management LLC | 0.01% | Reduce -15.1% | 58,223 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.7% | 57,124 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Add +2.5% | 57,070 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.5% | 56,587 | $2.4M |
| DoubleLine ETF Adviser LP | 0.72% | Add +3.5% | 56,191 | $2.4M |
| Trexquant Investment LP | 0.02% | New | 54,416 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 54,393 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.1% | 52,316 | $2.2M |
| AustralianSuper Pty Ltd | 0.01% | Add +61.5% | 50,602 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -17.1% | 50,366 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.7% | 48,298 | $2.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -11.9% | 46,437 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Add +32.1% | 45,351 | $1.9M |
| Timucuan Asset Management Inc. | 0.06% | No change | 45,000 | $1.9M |
| Wharton Business Group, LLC | 0.08% | No change | 44,572 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +5.9% | 44,499 | $1.9M |
| Swedbank AB | 0.00% | No change | 44,304 | $1.9M |
| Investors Research Corp | 0.34% | Reduce -0.5% | 43,776 | $1.9M |
| Groupe la Francaise | 0.02% | Add +3573.6% | 43,348 | $1.8M |
| Mizuho Securities USA LLC | 0.04% | Add +11.0% | 38,028 | $1.8M |
| ABN AMRO Bank N.V. | 0.02% | Reduce -90.3% | 42,004 | $1.8M |
| Adams Natural Resources Fund, Inc. | 0.27% | No change | 41,300 | $1.8M |
| Lighthouse Investment Partners, LLC | 0.06% | Reduce -38.5% | 40,000 | $1.7M |
| Mainstay Capital Management LLC | 0.17% | Reduce -48.5% | 38,875 | $1.7M |
| Sterling Capital Management LLC | 0.02% | Reduce -10.6% | 38,868 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.9% | 38,538 | $1.6M |
| Ossiam | 0.02% | Reduce -17.5% | 38,345 | $1.6M |
| Paradigm Capital Management Inc. | 0.07% | Reduce -61.1% | 38,180 | $1.6M |
| Fruth Investment Management | 0.43% | Reduce -6.3% | 37,522 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +7.9% | 34,802 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +109.8% | 37,263 | $1.6M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -71.4% | 35,132 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 34,525 | $1.5M |
| Kentucky Retirement Systems | 0.04% | New | 32,709 | $1.4M |
| Boston Partners | 0.00% | Add +56.6% | 32,583 | $1.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -7.0% | 32,159 | $1.4M |
| Mariner, LLC | 0.00% | Add +0.9% | 31,906 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Add +1.5% | 31,120 | $1.3M |
| Raiffeisen Bank International AG | 0.02% | Reduce -46.4% | 30,570 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -4.5% | 29,711 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -4.0% | 29,683 | $1.3M |
| Generali Asset Management SPA SGR | 0.03% | Add +128.6% | 29,494 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +30.0% | 29,231 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +35.5% | 29,092 | $1.2M |
| Greenwood Capital Associates LLC | 0.14% | New | 29,080 | $1.2M |
| NEOS Investment Management LLC | 0.01% | Add +63.3% | 28,163 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +5.2% | 27,668 | $1.2M |
| Meiji Yasuda Life Insurance Co | 0.03% | Reduce -4.3% | 27,586 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.6% | 27,400 | $1.2M |
| Ethic Inc. | 0.02% | Reduce -34.3% | 27,020 | $1.2M |
| Point72 Hong Kong Ltd | 0.05% | Reduce -55.9% | 26,747 | $1.1M |
| Redmond Asset Management, LLC | 0.27% | Add +41.7% | 25,388 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 25,321 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.2% | 25,214 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +4.2% | 25,166 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +130.7% | 25,067 | $1.1M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.26% | No change | 25,000 | $1.1M |
| Banque Cantonale Vaudoise | 0.04% | Reduce -30.9% | 24,580 | $1.0M |
| Investment Management Corp of Ontario | 0.02% | Add +91.8% | 24,440 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Add +317.6% | 22,402 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -14.5% | 24,189 | $1.0M |
| Nekton Capital Ltd. | 2.08% | No change | 24,146 | $1.0M |
| Abacus Planning Group, Inc. | 0.14% | No change | 23,083 | $983K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.4% | 23,082 | $983K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +49.6% | 22,726 | $967K |
| HighTower Advisors, LLC | 0.00% | Add +5.4% | 22,517 | $959K |
| Tounjian Advisory Partners, LLC | 0.32% | New | 22,512 | $958K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -3.0% | 22,385 | $953K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.1% | 21,771 | $929K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -3.2% | 20,962 | $892K |
| Blue Trust, Inc. | 0.01% | Add +5.5% | 20,879 | $889K |
| Berkeley Capital Partners, LLC | 0.21% | New | 20,810 | $886K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +4.5% | 20,669 | $880K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 20,421 | $869K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,382 | $868K |
| Dynamic Technology Lab Private Ltd | 0.15% | Reduce -2.2% | 20,348 | $866K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +0.7% | 20,334 | $866K |
| iSAM Funds (UK) Ltd | 0.17% | New | 19,684 | $838K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.3% | 19,433 | $827K |
| XTX Topco Ltd | 0.04% | New | 19,348 | $824K |
| Dark Forest Capital Management LP | 0.03% | Reduce -22.6% | 19,291 | $821K |
| Captrust Financial Advisors | 0.00% | Add +8.3% | 18,706 | $796K |
| Burney Co./ | 0.02% | Reduce -4.9% | 18,321 | $780K |
| Allstate Corp. | 0.02% | New | 18,174 | $774K |
| Horizon Investments, LLC | 0.01% | Add +0.9% | 18,153 | $773K |
| Composition Wealth, LLC | 0.01% | Add +0.2% | 18,090 | $770K |
| Praxis Investment Management Inc. | 0.05% | No change | 17,810 | $758K |
| Truist Financial Corp. | 0.00% | Reduce -6.2% | 17,580 | $748K |
| Valeo Financial Advisors, LLC | 0.02% | Add +51.3% | 17,402 | $741K |
| Assenagon Asset Management S.A. | 0.00% | Add +9.3% | 17,209 | $733K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 16,692 | $711K |
| Tidal Investments LLC | 0.00% | Add +13.7% | 16,636 | $708K |
| GC Wealth Management RIA, LLC | 0.02% | Add +11.2% | 16,491 | $702K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.0% | 16,473 | $701K |
| Weatherly Asset Management L. P. | 0.06% | Reduce -16.8% | 16,367 | $697K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.8% | 16,089 | $685K |
| Icon Wealth Advisors, LLC | 0.05% | Add +1.0% | 16,044 | $683K |
| Oak Thistle LLC | 0.10% | New | 15,999 | $681K |
| Benjamin Edwards Inc. | 0.01% | Add +129.4% | 15,542 | $662K |
| Turim 21 Investimentos Ltda. | 0.22% | Add +198.3% | 10,916 | $656K |
| 626 Financial, LLC | 0.29% | Reduce -2.7% | 15,348 | $653K |
| NewEdge Wealth, LLC | 0.01% | Add +189.3% | 18,062 | $651K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -24.9% | 15,289 | $651K |
| Moody National Bank Trust Division | 0.05% | Reduce -1.2% | 14,818 | $631K |
| SG Americas Securities, LLC | 0.00% | Reduce -82.3% | 14,628 | $623K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 14,631 | $623K |
| Summit Trail Advisors, LLC | 0.01% | Add +144.8% | 14,622 | $622K |
| Twin Capital Management Inc. | 0.08% | Reduce -73.0% | 14,494 | $617K |
| Fullcircle Wealth LLC | 0.22% | Reduce -1.0% | 16,965 | $616K |
| Mufg Securities Americas Inc. | 0.04% | Add +28.1% | 14,080 | $599K |
| Forum Financial Management, LP | 0.01% | Reduce -10.4% | 14,016 | $597K |
| Squarepoint Ops LLC | 0.00% | Reduce -48.7% | 13,927 | $593K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | New | 13,710 | $584K |
| Legacy Wealth Asset Management, LLC | 0.14% | Add +0.4% | 13,601 | $579K |
| Merit Financial Group, LLC | 0.01% | Add +4.9% | 13,518 | $575K |
| Wahed Invest LLC | 0.08% | New | 13,500 | $575K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | Reduce -12.3% | 13,171 | $561K |
| Profund Advisors LLC | 0.02% | Add +2.1% | 12,952 | $551K |
| Diligent Investors, LLC | 0.14% | Reduce -15.5% | 12,867 | $548K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -12.4% | 12,570 | $535K |
| V-Square Quantitative Management LLC | 0.09% | Add +4.7% | 12,543 | $534K |
| Nomura Holdings Inc. | 0.00% | New | 12,540 | $534K |
| Empowered Funds, LLC | 0.01% | Add +9.9% | 12,473 | $531K |
| STRS Ohio | 0.00% | Reduce -74.9% | 12,458 | $530K |
| QRG Capital Management, Inc. | 0.01% | Add +1.0% | 12,368 | $527K |
| Jump Financial, LLC | 0.01% | Reduce -48.7% | 12,206 | $520K |
| Centennial Wealth Advisory LLC | 0.14% | Add +7.7% | 12,002 | $511K |
| US Bancorp \de | 0.00% | Reduce -12.3% | 11,910 | $507K |
| Sapience Investments, LLC | 1.97% | Reduce -0.2% | 11,791 | $502K |
| Citizens Financial Group Inc. | 0.01% | Add +1.7% | 11,758 | $501K |
| Virtu Financial LLC | 0.03% | Reduce -50.2% | 11,640 | $495K |
| Wealth Alliance, LLC | 0.05% | Reduce -8.9% | 11,265 | $480K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | Reduce -35.9% | 10,900 | $464K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -70.2% | 10,807 | $460K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 10,574 | $450K |
| Focus Partners Wealth | 0.00% | Reduce -5.4% | 10,463 | $445K |
| Vestcor Inc | 0.01% | No change | 10,257 | $437K |
| Kimelman & Baird, LLC | 0.03% | No change | 10,250 | $436K |
| MUFG Securities EMEA plc | 0.01% | Add +585.9% | 9,994 | $425K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.6% | 9,742 | $415K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.2% | 9,722 | $414K |
| HB Wealth Management, LLC | 0.00% | New | 9,416 | $401K |
| Fifth Third Bancorp | 0.00% | Reduce -1.1% | 9,301 | $396K |
| New Age Alpha Advisors, LLC | 0.02% | Add +96.8% | 9,078 | $389K |
| Capital International, Inc. | 0.00% | New | 8,755 | $373K |
| Van Eck Associates Corp. | 0.00% | Reduce -54.5% | 8,666 | $369K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -71.7% | 8,497 | $362K |
| Cwm, LLC | 0.00% | Add +9.8% | 8,133 | $346K |
| Radnor Capital Management, LLC | 0.05% | No change | 8,058 | $343K |
| Patten Group, Inc. | 0.07% | Reduce -24.3% | 7,969 | $339K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 7,894 | $336K |
| Empirical Finance, LLC | 0.02% | Reduce -0.1% | 7,813 | $333K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,713 | $328K |
| Wesbanco Bank Inc. | 0.01% | No change | 7,608 | $324K |
| Pflug Koory, LLC | 0.15% | Reduce -0.3% | 7,592 | $323K |
| &partners | 0.00% | New | 7,490 | $315K |
| Triodos Investment Management BV | 0.02% | No change | 7,400 | $315K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.13% | Reduce -10.4% | 7,307 | $311K |
| Compound Planning, Inc. | 0.01% | Add +15.1% | 7,218 | $307K |
| Wealthfront Advisers LLC | 0.00% | Add +26.8% | 7,094 | $302K |
| Creative Planning | 0.00% | Add +5.0% | 7,082 | $301K |
| Chicago Capital, LLC | 0.01% | No change | 7,075 | $301K |
| Perpetual Ltd | 0.00% | Reduce -28.5% | 7,049 | $300K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -40.3% | 7,015 | $299K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 7,000 | $298K |
| Corient Private Wealth LP | 0.00% | Add +1.7% | 6,940 | $295K |
| Old National Bancorp | 0.01% | New | 6,916 | $294K |
| International Private Wealth Advisors LLC | 0.18% | Reduce -9.4% | 6,907 | $294K |
| Blueshift Asset Management, LLC | 0.09% | New | 6,587 | $280K |
| Moneco Advisors, LLC | 0.02% | Reduce -3.8% | 6,568 | $280K |
| Graham Capital Management, L.P. | 0.02% | New | 6,554 | $279K |
| GAMMA Investing LLC | 0.01% | Add +18.5% | 6,405 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,348 | $270K |
| Regions Financial Corp. | 0.00% | New | 6,309 | $269K |
| GeoWealth Management, LLC | 0.01% | Reduce -0.0% | 6,277 | $267K |
| Tema ETFs LLC | 0.02% | New | 6,175 | $263K |
| Park Avenue Securities LLC | 0.00% | Add +11.1% | 6,128 | $261K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 686 | $260K |
| Advisory Services Network, LLC | 0.00% | Add +0.8% | 6,091 | $259K |
| Integrated Wealth Concepts LLC | 0.00% | Add +22.7% | 6,082 | $259K |
| AMG National Trust Bank | 0.01% | New | 6,062 | $258K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.7% | 5,895 | $251K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.6% | 5,825 | $248K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 5,782 | $246K |
| M&T Bank Corp | 0.00% | Reduce -86.1% | 5,775 | $246K |
| Intech Investment Management LLC | 0.00% | Reduce -2.8% | 5,681 | $242K |
| Blackhawk Capital Partners, LLC | 0.09% | Add +6.8% | 5,667 | $241K |
| Womack Financial LLC | 0.18% | Reduce -12.7% | 5,597 | $238K |
| Stephens Inc. | 0.00% | Add +10.1% | 5,578 | $237K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.8% | 5,526 | $235K |
| Independent Financial Group, LLC | 0.01% | No change | 5,499 | $234K |
| West Paces Advisors Inc. | 0.05% | Reduce -0.2% | 5,453 | $232K |
| Harbor Advisors LLC | 0.03% | No change | 5,315 | $226K |
| Old Mission Capital LLC | 0.01% | Reduce -82.1% | 5,271 | $224K |
| Ascent Group, LLC | 0.01% | New | 5,243 | $223K |
| Ostrum Asset Management | 0.01% | Reduce -3.0% | 5,238 | $223K |
| NorthRock Partners, LLC | 0.00% | New | 5,223 | $222K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -2.3% | 5,220 | $222K |
| Patton Fund Management, Inc. | 0.04% | New | 5,215 | $222K |
| Legacy Capital Group California, Inc. | 0.05% | Add +1.7% | 4,946 | $211K |
| Park National Corp. | 0.01% | New | 4,883 | $208K |
| RiverFront Investment Group, LLC | 0.00% | New | 4,864 | $207K |
| Synovus Financial Corp. | 0.00% | Reduce -72.2% | 4,803 | $204K |
| Nilsine Partners, LLC | 0.02% | Reduce -13.7% | 4,750 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,710 | $201K |
| Gryphon Financial Partners LLC | 0.02% | New | 4,709 | $200K |
| Citizens National Bank Trust Department | 0.04% | No change | 4,690 | $200K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -12.5% | 4,265 | $182K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +25.5% | 4,180 | $178K |
| Point72 Europe (London) LLP | 0.01% | New | 3,774 | $161K |
| Versant Capital Management, Inc | 0.02% | Add +50.5% | 3,393 | $144K |
| Jones Financial Companies LLLP | 0.00% | Reduce -53.5% | 3,292 | $139K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -71.5% | 3,193 | $136K |
| Cary Street Partners Financial LLC | 0.00% | Add +22.5% | 3,154 | $134K |
| CX Institutional | 0.00% | Add +5.5% | 2,859 | $122K |
| Penserra Capital Management LLC | 0.00% | Add +2.2% | 2,841 | $120K |
| Skylands Capital, LLC | 0.02% | Reduce -1.7% | 2,817 | $120K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +9.5% | 2,800 | $119K |
| Bank & Trust Co | 0.09% | No change | 2,702 | $115K |
| Hartford Financial Management Inc. | 0.03% | Reduce -65.8% | 2,605 | $111K |
| AXA Investment Managers S.A. | 0.00% | — | 2,569 | $109K |
| TD Private Client Wealth LLC | 0.00% | Add +7.6% | 2,560 | $109K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -1.1% | 3,181 | $99K |
| Smartleaf Asset Management LLC | 0.01% | Add +2875.6% | 2,321 | $98K |
| Assetmark, Inc. | 0.00% | Add +5.9% | 2,300 | $98K |
| Oakworth Capital, Inc. | 0.01% | Add +118.3% | 2,187 | $93K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 2,137 | $91K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,027 | $86K |
| FNY Investment Advisers, LLC | 0.03% | New | 2,000 | $85K |
| MAI Capital Management | 0.00% | Add +15.6% | 1,842 | $78K |
| Exchange Traded Concepts, LLC | 0.00% | Add +11.6% | 1,839 | $78K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 1,837 | $78K |
| Huntington National Bank | 0.00% | Add +27.2% | 1,787 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +8.5% | 1,756 | $75K |
| Signaturefd, LLC | 0.00% | Add +6.2% | 1,747 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.3% | 1,729 | $74K |
| Bessemer Group Inc. | 0.00% | Add +105.2% | 1,588 | $68K |
| Covestor Ltd | 0.04% | Reduce -1.8% | 1,494 | $64K |
| Quadrant Capital Group LLC | 0.00% | New | 1,424 | $61K |
| Bfsg, LLC | 0.01% | No change | 1,415 | $60K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.9% | 1,406 | $60K |
| Mather Group, Llc. | 0.00% | New | 1,288 | $55K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.3% | 1,235 | $53K |
| Quarry LP | 0.01% | Reduce -38.2% | 1,162 | $49K |
| Lanark Financial, Inc. | 0.00% | Reduce -8.9% | 1,131 | $48K |
| Sentry Investment Management LLC | 0.03% | Reduce -30.4% | 1,110 | $48K |
| Gen-Wealth Partners Inc | 0.02% | Add +11.3% | 1,063 | $45K |
| Brown Brothers Harriman & Co. | 0.00% | Add +35.1% | 943 | $40K |
| Arax Advisory Partners | 0.00% | Reduce -5.2% | 940 | $40K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 920 | $39K |
| Cornerstone Planning Group LLC | 0.01% | Add +86.9% | 114 | $39K |
| Summit Securities Group LLC | 0.01% | Add +169.8% | 901 | $38K |
| Rexford Capital Inc. | 0.03% | No change | 800 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -76.7% | 791 | $34K |
| NewEdge Advisors, LLC | 0.00% | Reduce -93.5% | 789 | $34K |
| Root Financial Partners, LLC | 0.00% | New | 776 | $33K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 712 | $30K |
| CYBER HORNET ETFs LLC | 0.02% | Add +4.9% | 711 | $30K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 699 | $30K |
| Tsfg, LLC | 0.00% | No change | 672 | $29K |
| First United Bank & Trust | 0.01% | Reduce -29.5% | 675 | $29K |
| IMA Advisory Services, Inc. | 0.00% | No change | 657 | $28K |
| Montag A & Associates Inc. | 0.00% | No change | 645 | $27K |
| TD Waterhouse Canada Inc. | 0.00% | Add +113.3% | 640 | $27K |
| Spire Wealth Management | 0.00% | Add +0.6% | 640 | $27K |
| Principal Securities, Inc. | 0.00% | Add +0.6% | 625 | $27K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 565 | $24K |
| Cromwell Holdings LLC | 0.01% | No change | 556 | $24K |
| Fairscale Capital, LLC | 0.02% | No change | 550 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 520 | $22K |
| Atlantic Union Bankshares Corp | 0.00% | New | 502 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 498 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.0% | 473 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -48.1% | 471 | $20K |
| Manchester Capital Management LLC | 0.00% | Add +15.0% | 468 | $20K |
| State of Wyoming | 0.00% | Add +5.6% | 468 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -17.9% | 458 | $19K |
| Ancora Advisors LLC | 0.00% | Reduce -39.8% | 454 | $19K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 452 | $19K |
| Westfuller Advisors, LLC | 0.01% | New | 407 | $17K |
| Clearstead Advisors, LLC | 0.00% | No change | 400 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 381 | $16K |
| Rise Advisors, LLC | 0.01% | Add +2.8% | 363 | $15K |
| NBT Bank, N.A. | 0.00% | Reduce -87.9% | 43 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 328 | $14K |
| First Horizon Corp. | 0.00% | — | 316 | $13K |
| Quent Capital, LLC | 0.00% | New | 306 | $13K |
| Monetary Management Group Inc. | 0.00% | No change | 300 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +18.3% | 297 | $13K |
| UMB Bank, n.a. | 0.00% | Reduce -25.4% | 287 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +6.5% | 280 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 280 | $12K |
| Abich Financial Wealth Management LLC | 0.00% | — | 272 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +2.7% | 265 | $11K |
| Zions Bancorporation, National Association | 0.00% | Add +12.6% | 250 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 248 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -12.4% | 240 | $10K |
| Hemington Wealth Management | 0.00% | Add +30.7% | 247 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 224 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 223 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 194 | $8K |
| Financial Management Professionals, Inc. | 0.00% | Add +13.9% | 189 | $8K |
| Hanson & Doremus Investment Management | 0.00% | New | 196 | $8K |
| Salomon & Ludwin, LLC | 0.00% | New | 186 | $8K |
| MV Capital Management, Inc. | 0.00% | Add +52.8% | 165 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +158.1% | 160 | $7K |
| Eastern Bank | 0.00% | No change | 156 | $7K |
| Essential Partners LLC | 0.00% | Add +67.8% | 151 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 150 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 147 | $6K |
| Larson Financial Group LLC | 0.00% | New | 137 | $6K |
| Main Street Group, LTD | 0.00% | No change | 120 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 120 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 117 | $5K |
| Key Financial Inc | 0.00% | No change | 117 | $5K |
| Horizon Financial Services, LLC | 0.00% | Add +213.5% | 116 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 115 | $5K |
| Howard Hughes Medical Institute | 0.00% | Add +5.7% | 112 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 110 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +35.9% | 106 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 105 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 94 | $4K |
| True Wealth Design, LLC | 0.00% | Add +87.8% | 92 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -1.1% | 86 | $4K |
| Abound Wealth Management | 0.00% | No change | 85 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 84 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -61.6% | 83 | $4K |
| Binnacle Investments Inc | 0.00% | Add +14.5% | 79 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 77 | $3K |
| ORG Partners LLC | 0.00% | Add +837.5% | 75 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -2.6% | 74 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.8% | 74 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 73 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +44.7% | 68 | $3K |
| Clearstead Trust, LLC | 0.00% | Add +50.0% | 66 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +500.0% | 66 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 65 | $3K |
| Bare Financial Services, Inc | 0.00% | No change | 65 | $3K |
| DT Investment Partners, LLC | 0.00% | No change | 60 | $3K |
| Private Trust Co. NA | 0.00% | Add +42.9% | 60 | $3K |
| Activest Wealth Management | 0.00% | Add +67.7% | 57 | $2K |
| Maseco LLP | 0.00% | No change | 56 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 50 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 66 | $2K |
| Avion Wealth | 0.00% | Reduce -19.7% | 49 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 45 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 44 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +37.5% | 44 | $2K |
| Addison Advisors LLC | 0.00% | New | 40 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +62.5% | 39 | $2K |
| Aspect Partners, LLC | 0.00% | New | 38 | $2K |
| Rothschild Investment LLC | 0.00% | Add +43.5% | 33 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.3% | 24 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -3.9% | 25 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 24 | $1K |
| SouthState Bank Corp | 0.00% | No change | 24 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 43 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 23 | $980 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 23 | $979 |
| Sunbelt Securities, Inc. | 0.00% | New | 23 | $979 |
| Elevation Wealth Partners, LLC | 0.00% | New | 21 | $894 |
| SJS Investment Consulting Inc. | 0.00% | Add +23.5% | 21 | $894 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -25.9% | 20 | $851 |
| CoreCap Advisors, LLC | 0.00% | Add +18.8% | 19 | $809 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +137.5% | 19 | $808 |
| Wealth Watch Advisors, INC | 0.00% | New | 16 | $681 |
| DecisionPoint Financial, LLC | 0.00% | New | 15 | $640 |
| Curio Wealth, LLC | 0.00% | New | 15 | $639 |
| American Capital Advisory, LLC | 0.00% | No change | 14 | $596 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -35.0% | 13 | $554 |
| Principia Wealth Advisory, LLC | 0.00% | Add +30.0% | 13 | $553 |
| Texas Capital Bancshares Inc | 0.00% | New | 13 | $553 |
| HFM Investment Advisors, LLC | 0.00% | Add +44.4% | 13 | $553 |
| AdvisorNet Financial, Inc | 0.00% | No change | 13 | $553 |
| Quaker Wealth Management, LLC | 0.00% | No change | 12 | $511 |
| CENTRAL TRUST Co | 0.00% | No change | 12 | $511 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 9 | $384 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 8 | $347 |
| United Community Bank | 0.00% | New | 8 | $341 |
| Trust Co. of Toledo NA | 0.00% | No change | 8 | $341 |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 6 | $255 |
| Davis Capital Management | 0.00% | — | 5 | $213 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $128 |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $128 |
| Meeder Asset Management Inc. | 0.00% | No change | 1 | $43 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.