Smurfit WestrockSW
13F holders, Q4 2025 (December 31)595holders −4
70new positions
86sold out
7famous investors
$38.67avg. 13F price*
At the end of Q4 2025, 595 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, down 4 from Q3 2025. 70 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.7B) and Capital Research Global Investors ($1.4B). 7 famous investors held it, including George Soros (1.7% of Soros Fund Management's portfolio), Cliff Asness (0.1% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $288.5M |
| Exits | 86 | $218.7M |
All 13F filers, Q3 2025 → Q4 2025: 55,651,283 shares bought and 61,635,987 shares sold, net −5,984,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.9% | 60,939,711 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +1.6% | 44,238,529 | $1.7B |
| Capital Research Global Investors | 0.26% | Add +31.2% | 36,127,677 | $1.4B |
| State Street Corp. | 0.03% | Add +3.5% | 24,652,132 | $953.3M |
| Nuveen, LLC | 0.23% | Reduce -5.3% | 22,273,203 | $861.3M |
| Causeway Capital Management LLC | 10.18% | Add +154.3% | 19,132,879 | $739.9M |
| Orbis Allan Gray Ltd | 2.26% | Reduce -26.3% | 13,956,868 | $539.7M |
| Geode Capital Management, LLC | 0.03% | Add +1.1% | 13,795,987 | $531.5M |
| Norges Bank | 0.05% | — | 12,813,255 | $495.3M |
| FMR LLC | 0.02% | Reduce -8.6% | 11,129,034 | $430.4M |
| Invesco Ltd. | 0.03% | Reduce -5.4% | 9,542,537 | $369.0M |
| Bank of New York Mellon Corp | 0.06% | Add +4.1% | 9,054,029 | $350.1M |
| Ameriprise Financial Inc. | 0.08% | Add +14.3% | 8,673,444 | $335.4M |
| FIL Ltd | 0.23% | Reduce -5.0% | 8,105,303 | $313.5M |
| Deutsche Bank AG | 0.09% | Add +28.8% | 7,253,010 | $280.5M |
| Franklin Resources Inc. | 0.07% | Reduce -39.8% | 6,837,314 | $263.9M |
| AQR Capital Management | 0.12% | Add +8132.7% | 5,724,100 | $221.4M |
| Nordea Investment Management AB | 0.18% | Reduce -5.6% | 5,450,082 | $211.4M |
| Morgan Stanley | 0.01% | Add +1.0% | 5,247,523 | $202.9M |
| Bank of America Corp. | 0.01% | Reduce -15.4% | 5,141,827 | $198.8M |
| Northern Trust Corp. | 0.02% | Add +10.2% | 4,781,908 | $184.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.2% | 4,687,620 | $181.3M |
| Legal & General Group Plc | 0.04% | Add +11.4% | 4,587,987 | $177.4M |
| Ruffer LLP | 7.94% | Add +473.4% | 4,504,151 | $174.4M |
| Amundi | 0.05% | Add +0.4% | 4,154,989 | $160.7M |
| UBS Group AG | 0.03% | Reduce -67.8% | 3,620,677 | $140.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.0% | 3,334,851 | $129.0M |
| Marshall Wace, LLP | 0.12% | Reduce -33.0% | 3,272,737 | $126.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -48.5% | 3,218,815 | $124.5M |
| Barclays PLC | 0.05% | Reduce -39.2% | 3,202,649 | $123.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -15.1% | 3,087,008 | $119.4M |
| Pictet Asset Management Holding SA | 0.11% | Reduce -40.3% | 2,979,022 | $115.2M |
| Citadel Advisors | 0.07% | Add +189.8% | 2,706,284 | $104.7M |
| Massachusetts Financial Services Co. | 0.03% | Add +106.5% | 2,559,828 | $99.0M |
| Thompson Siegel & Walmsley LLC | 1.66% | Add +4.3% | 2,554,035 | $98.8M |
| Soros Fund Management | 1.67% | Reduce -69.0% | 2,402,148 | $92.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -58.1% | 2,200,848 | $85.1M |
| Incentive AS | 100.00% | Reduce -8.8% | 1,843,624 | $71.3M |
| Sei Investments Co. | 0.07% | Add +149.1% | 1,808,206 | $69.9M |
| Citigroup Inc. | 0.05% | Reduce -30.9% | 1,739,079 | $67.3M |
| Royal Bank of Canada | 0.01% | Add +70.1% | 1,732,185 | $67.0M |
| Polaris Capital Management, LLC | 4.64% | Reduce -16.9% | 1,447,650 | $56.0M |
| Swiss National Bank | 0.03% | Reduce -4.9% | 1,430,897 | $55.3M |
| Alberta Investment Management Corp | 0.36% | New | 1,395,636 | $54.0M |
| Brandywine Global Investment Management, LLC | 0.37% | New | 1,404,000 | $53.7M |
| First Trust Advisors LP | 0.04% | Add +83.7% | 1,344,217 | $52.0M |
| Vontobel Holding Ltd. | 0.16% | Add +2.2% | 1,269,135 | $49.1M |
| BNP Paribas Financial Markets | 0.03% | Add +2.5% | 1,215,668 | $47.0M |
| Aviva PLC | 0.08% | Add +1.8% | 1,197,816 | $46.3M |
| Lakewood Capital Management, LP | 3.19% | Add +2.1% | 1,185,297 | $45.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +20.9% | 1,179,531 | $45.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +7.1% | 1,121,962 | $44.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.7% | 1,140,824 | $44.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.3% | 1,048,619 | $40.6M |
| Russell Investments Group, Ltd. | 0.04% | Add +335.6% | 1,019,272 | $39.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +0.7% | 977,387 | $37.8M |
| Rhumbline Advisers | 0.03% | Add +0.9% | 950,790 | $36.8M |
| Cullen Capital Management, LLC | 0.39% | Reduce -19.9% | 924,448 | $35.7M |
| California Public Employees Retirement System | 0.02% | Add +1.6% | 870,808 | $33.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Reduce -57.0% | 787,739 | $30.5M |
| Patten & Patten Inc. | 1.76% | Reduce -18.0% | 775,730 | $30.0M |
| Evelyn Partners Investment Management LLP | 0.74% | Reduce -7.2% | 691,023 | $26.7M |
| Principal Financial Group Inc. | 0.01% | Add +7.5% | 677,143 | $26.2M |
| Compagnie Lombard Odier SCmA | 0.28% | Reduce -10.8% | 676,222 | $26.1M |
| Alps Advisors Inc. | 0.15% | New | 674,538 | $26.1M |
| Zurich Insurance Group Ltd | 0.18% | Reduce -14.5% | 666,789 | $25.8M |
| Exane Asset Management | 5.40% | Add +63.6% | 564,938 | $25.7M |
| Gotham Asset Management | 0.09% | Add +109.0% | 656,496 | $25.4M |
| Verbena Value LP | 4.29% | — | 644,600 | $24.9M |
| California State Teachers Retirement System | 0.02% | Add +1.1% | 634,862 | $24.6M |
| Van Eck Associates Corp. | 0.02% | Add +7024.8% | 617,435 | $23.9M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -1.3% | 554,057 | $21.4M |
| Brown Advisory Inc. | 0.03% | Add +26.9% | 529,616 | $20.5M |
| Weiss Asset Management LP | 0.37% | New | 526,730 | $20.4M |
| Foresight Group Ltd Liability Partnership | 2.96% | Add +1.0% | 507,408 | $19.7M |
| Man Group plc | 0.04% | Reduce -48.8% | 498,218 | $19.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.8% | 493,878 | $19.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -0.8% | 471,389 | $18.2M |
| Savant Capital, LLC | 0.10% | Reduce -13.3% | 467,402 | $18.1M |
| Sycomore Asset Management | 2.98% | No change | 488,737 | $18.0M |
| Arnhold LLC | 1.36% | Add +30.9% | 462,368 | $17.9M |
| Mackenzie Financial Corp. | 0.02% | Reduce -50.3% | 455,977 | $17.7M |
| Holowesko Partners Ltd. | 6.02% | Add +88.4% | 447,500 | $17.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.4% | 436,074 | $16.9M |
| Wellington Management Group LLP | 0.00% | Reduce -13.5% | 435,393 | $16.8M |
| KBC Group NV | 0.04% | Add +98.2% | 434,751 | $16.8M |
| Groupama Asset Managment | 0.25% | Reduce -9.3% | 583,885 | $16.8M |
| Redwood Grove Capital, LLC | 4.54% | Add +57.3% | 411,636 | $15.9M |
| Cambiar Investors LLC | 0.70% | New | 402,410 | $15.6M |
| Rubric Capital Management LP | 0.18% | New | 400,000 | $15.5M |
| Moore Capital Management, LP | 0.32% | Reduce -46.6% | 393,812 | $15.2M |
| South Dakota Investment Council | 0.29% | Add +399.4% | 390,795 | $15.1M |
| Capital International Investors | 0.00% | Reduce -0.2% | 387,767 | $15.0M |
| Bank of Montreal | 0.01% | Reduce -55.5% | 386,007 | $14.9M |
| Lombard Odier Asset Management (Europe) Ltd | 1.13% | Reduce -18.4% | 384,378 | $14.9M |
| Ninety One UK Ltd | 0.03% | No change | 376,677 | $14.5M |
| AE Wealth Management LLC | 0.08% | Add +9.1% | 369,652 | $14.3M |
| ING Groep NV | 0.09% | New | 366,409 | $14.2M |
| Access Investment Management LLC | 3.79% | No change | 331,275 | $14.1M |
| Banque Pictet & Cie SA | 0.14% | Reduce -7.6% | 349,381 | $13.5M |
| Distillate Capital Partners LLC | 0.68% | Reduce -2.6% | 343,304 | $13.3M |
| Millennium Management | 0.01% | Reduce -88.3% | 340,034 | $13.1M |
| Woodline Partners LP | 0.05% | New | 331,845 | $12.8M |
| Aberdeen Group plc | 0.02% | Add +0.0% | 329,643 | $12.7M |
| New York State Teachers Retirement System | 0.02% | Add +1.1% | 325,518 | $12.6M |
| Artemis Investment Management LLP | 0.14% | Reduce -5.5% | 293,683 | $11.4M |
| Tudor Investment Corporation | 0.06% | New | 284,704 | $11.0M |
| TD Asset Management Inc | 0.01% | Add +48.3% | 280,583 | $10.9M |
| Jefferies Financial Group Inc. | 0.09% | Add +95.7% | 277,935 | $10.7M |
| National Bank of Canada | 0.01% | Add +248.9% | 273,993 | $10.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.4% | 270,268 | $10.5M |
| Marathon Asset Management Ltd | 0.40% | Add +9.6% | 266,831 | $10.3M |
| Susquehanna International Group, LLP | 0.01% | Add +129.6% | 265,837 | $10.3M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.7% | 264,747 | $10.2M |
| MetLife Investment Management, LLC | 0.05% | Add +18.2% | 259,353 | $10.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -0.1% | 259,332 | $10.0M |
| Lansdowne Partners (uk) LLP | 0.73% | Reduce -80.0% | 257,224 | $9.9M |
| Swiss Life Asset Management Ltd | 0.05% | Add +200.2% | 255,515 | $9.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -44.9% | 251,614 | $9.7M |
| Storebrand Asset Management As | 0.03% | Reduce -28.0% | 246,490 | $9.5M |
| Vident Advisory, LLC | 0.09% | Add +116.9% | 241,037 | $9.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +4.5% | 238,632 | $9.2M |
| Credit Agricole S A | 0.02% | Add +50.0% | 225,294 | $8.7M |
| Tiaa Trust, National Association | 0.02% | Add +5.9% | 223,430 | $8.6M |
| GAM Holding AG | 0.55% | Reduce -6.4% | 223,331 | $8.6M |
| Asset Management One Co., Ltd. | 0.02% | Add +0.0% | 219,316 | $8.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -62.7% | 219,334 | $8.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -6.8% | 218,289 | $8.4M |
| Clearline Capital LP | 0.63% | New | 217,688 | $8.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -5.3% | 216,333 | $8.4M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Reduce -9.7% | 212,835 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.4% | 209,344 | $8.1M |
| Horizon Investments, LLC | 0.10% | Add +1042.7% | 207,429 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -14.6% | 206,286 | $8.0M |
| Quantinno Capital Management LP | 0.02% | Add +87.0% | 201,696 | $7.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +83.7% | 182,297 | $7.6M |
| Gateway Investment Advisers LLC | 0.07% | Add +34.1% | 191,277 | $7.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -93.5% | 191,123 | $7.4M |
| M&G PLC | 0.04% | Add +29.6% | 188,914 | $7.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +7.3% | 185,336 | $7.2M |
| Ramirez Asset Management, Inc. | 0.94% | Reduce -2.3% | 184,093 | $7.1M |
| KLP Kapitalforvaltning As | 0.03% | Reduce -6.7% | 183,171 | $7.1M |
| American Century Companies Inc. | 0.00% | Add +9.1% | 181,725 | $7.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -2.1% | 178,555 | $6.9M |
| Victory Capital Management Inc. | 0.00% | Add +28.6% | 175,598 | $6.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Add +0.3% | 173,001 | $6.7M |
| Pathstone Holdings, LLC | 0.02% | Add +128.6% | 167,255 | $6.5M |
| Engineers Gate Manager LP | 0.08% | New | 166,086 | $6.4M |
| Benson Investment Management Company, Inc. | 2.23% | New | 164,665 | $6.4M |
| Handelsbanken Fonder AB | 0.02% | Add +16.9% | 163,400 | $6.3M |
| Private Management Group Inc. | 0.18% | Reduce -0.6% | 163,005 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 160,471 | $6.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | Add +27.9% | 160,000 | $6.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.7% | 156,811 | $6.1M |
| Van Den Berg Management I, Inc. | 1.38% | Reduce -10.4% | 156,087 | $6.0M |
| SG Americas Securities, LLC | 0.01% | Add +941.5% | 152,353 | $5.9M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +4.3% | 149,038 | $5.8M |
| Voya Investment Management LLC | 0.01% | Add +10.9% | 147,881 | $5.7M |
| Korea Investment CORP | 0.01% | Reduce -29.2% | 147,377 | $5.7M |
| State of Michigan Retirement System | 0.03% | Reduce -3.3% | 146,964 | $5.7M |
| Ninety One SA (Pty) Ltd | 0.24% | No change | 145,854 | $5.6M |
| Arizona State Retirement System | 0.03% | Reduce -7.0% | 143,503 | $5.5M |
| Kwmg, LLC | 0.48% | Add +4.2% | 143,473 | $5.5M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +9.6% | 142,529 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +5.8% | 141,959 | $5.5M |
| Mediolanum International Funds Ltd | 0.05% | Add +4.9% | 140,597 | $5.5M |
| Sound Income Strategies, LLC | 0.26% | Add +79790.6% | 127,825 | $5.5M |
| Czech National Bank | 0.03% | Add +3.8% | 137,680 | $5.3M |
| Saba Capital Management, L.P. | 0.18% | New | 137,389 | $5.3M |
| Forsta Ap-Fonden | 0.03% | Add +5.1% | 135,400 | $5.2M |
| CIBC Asset Management Inc | 0.01% | Add +64.8% | 133,301 | $5.2M |
| National Pension Service | 0.00% | Reduce -84.9% | 131,794 | $5.1M |
| Los Angeles Capital Management LLC | 0.02% | Add +40.1% | 139,127 | $5.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.1% | 121,463 | $4.7M |
| DNB Asset Management AS | 0.02% | Add +8.0% | 117,696 | $4.6M |
| ProShare Advisors LLC | 0.01% | Add +7.4% | 112,265 | $4.3M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.3% | 111,087 | $4.3M |
| Trexquant Investment LP | 0.04% | Add +91.3% | 104,102 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -16.7% | 94,926 | $3.9M |
| Evelyn Partners Investment Management Services Ltd | 0.48% | Reduce -12.2% | 99,654 | $3.9M |
| Amalgamated Bank | 0.03% | Add +0.6% | 99,539 | $3.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +58.4% | 98,020 | $3.8M |
| Letko, Brosseau & Associates Inc. | 0.06% | Add +7.0% | 97,909 | $3.8M |
| Timucuan Asset Management Inc. | 0.12% | Add +111.1% | 95,000 | $3.7M |
| Old North State Wealth Management, LLC | 1.72% | Add +17.3% | 94,582 | $3.7M |
| Verition Fund Management LLC | 0.02% | Add +61.4% | 93,960 | $3.6M |
| Advisors Preferred, LLC | 0.59% | New | 91,522 | $3.6M |
| Dark Forest Capital Management LP | 0.17% | Add +385.5% | 93,658 | $3.6M |
| IFM Investors Pty Ltd | 0.03% | New | 92,936 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +23.3% | 92,480 | $3.6M |
| Danske Bank A/S | 0.01% | Add +10.8% | 90,988 | $3.5M |
| Xponance LLC | 0.03% | Add +24.8% | 90,887 | $3.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +27.9% | 90,679 | $3.5M |
| Metis Global Partners, LLC | 0.08% | Add +19.4% | 89,589 | $3.5M |
| SIH Partners, LLLP | 0.20% | Reduce -31.5% | 88,972 | $3.4M |
| Focus Partners Wealth | 0.00% | Add +729.9% | 86,831 | $3.4M |
| APG Asset Management N.V. | 0.01% | Add +27.1% | 102,126 | $3.4M |
| Utah Retirement Systems | 0.03% | No change | 85,152 | $3.3M |
| Covalis Capital LLP | 0.26% | Reduce -9.4% | 85,142 | $3.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -47.3% | 83,278 | $3.2M |
| CI Investments Inc. | 0.01% | Reduce -0.6% | 82,239 | $3.2M |
| Nexpoint Asset Management, L.P. | 0.22% | New | 79,700 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -5.4% | 79,281 | $3.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.99% | Reduce -8.4% | 78,968 | $3.1M |
| Sage Capital Advisors,llc | 0.72% | Reduce -1.2% | 78,442 | $3.0M |
| Rathbones Group PLC | 0.01% | Reduce -6.2% | 77,510 | $3.0M |
| Bank Pictet & Cie (Europe) AG | 0.06% | Add +15.8% | 76,271 | $2.9M |
| Beverly Hills Private Wealth, LLC | 0.50% | Reduce -15.6% | 74,876 | $2.9M |
| Cibc World Markets Corp. | 0.01% | — | 72,638 | $2.8M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -9.9% | 71,634 | $2.8M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -65.4% | 71,111 | $2.7M |
| Tredje AP-fonden | 0.02% | Reduce -84.1% | 68,132 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Add +49.7% | 67,894 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +847.5% | 66,465 | $2.6M |
| STRS Ohio | 0.01% | Add +408.8% | 63,380 | $2.5M |
| Agman Capital LLC | 2.08% | — | 63,137 | $2.4M |
| BIP Wealth, LLC | 0.09% | New | 62,379 | $2.4M |
| SWS Partners | 0.58% | Reduce -7.7% | 61,812 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.4% | 58,085 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +27.3% | 61,496 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +5.0% | 59,954 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.2% | 59,745 | $2.3M |
| Diversified Trust Co. | 0.04% | Add +135.0% | 59,132 | $2.3M |
| Pacer Advisors, Inc. | 0.01% | Reduce -96.9% | 58,130 | $2.2M |
| Leonteq Securities AG | 0.12% | New | 7,286 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -48.0% | 56,332 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -0.9% | 56,055 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +54.7% | 53,417 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -38.7% | 52,866 | $2.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 52,316 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -8.8% | 52,075 | $2.0M |
| AustralianSuper Pty Ltd | 0.01% | No change | 50,602 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +73.0% | 50,322 | $1.9M |
| Alpha Omega Wealth Management LLC | 0.31% | Reduce -43.0% | 49,064 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Add +21.2% | 47,097 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +55.2% | 46,108 | $1.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -10.5% | 45,084 | $1.7M |
| Swedbank AB | 0.00% | No change | 44,304 | $1.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -4.9% | 44,182 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.6% | 44,063 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -1.7% | 43,732 | $1.7M |
| WINTON GROUP Ltd | 0.06% | Reduce -57.5% | 43,126 | $1.7M |
| Investment Management Corp of Ontario | 0.02% | Add +74.9% | 42,748 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Add +10.6% | 42,638 | $1.6M |
| Walnut Level Capital LLC | 1.29% | New | 41,813 | $1.6M |
| Adams Natural Resources Fund, Inc. | 0.24% | No change | 41,300 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -48.4% | 40,649 | $1.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.09% | New | 40,195 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.3% | 39,556 | $1.5M |
| Stance Capital LLC | 0.55% | New | 38,873 | $1.5M |
| Polianta Ltd | 0.19% | New | 37,600 | $1.5M |
| Allstate Corp. | 0.02% | Add +106.6% | 37,542 | $1.5M |
| Fruth Investment Management | 0.39% | Reduce -0.5% | 37,322 | $1.4M |
| Board of the Pension Protection Fund | 1.36% | New | 36,900 | $1.4M |
| NEOS Investment Management LLC | 0.01% | Add +29.7% | 36,527 | $1.4M |
| Mainstay Capital Management LLC | 0.11% | Reduce -7.1% | 36,122 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Add +15.8% | 36,022 | $1.4M |
| Mizuho Securities USA LLC | 0.02% | Reduce -0.0% | 38,022 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +84.8% | 34,577 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +174.1% | 34,184 | $1.3M |
| Turim 21 Investimentos Ltda. | 0.50% | Add +34.7% | 14,705 | $1.3M |
| Nisa Investment Advisors, LLC | 0.00% | Add +160.7% | 32,768 | $1.3M |
| Kentucky Retirement Systems | 0.03% | No change | 32,709 | $1.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.1% | 32,176 | $1.2M |
| Investors Research Corp | 0.23% | Reduce -27.3% | 31,820 | $1.2M |
| Greenwood Capital Associates LLC | 0.13% | Add +8.5% | 31,547 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +37.7% | 31,284 | $1.2M |
| Norinchukin Bank, The | 0.01% | Add +7.8% | 29,821 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +78.8% | 29,749 | $1.2M |
| ABN AMRO Bank N.V. | 0.01% | Reduce -32.3% | 28,429 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -24.2% | 28,236 | $1.1M |
| Readystate Asset Management LP | 0.08% | New | 28,100 | $1.1M |
| LBP Am SA | 0.01% | Reduce -84.0% | 28,054 | $1.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.04% | Add +103.9% | 26,853 | $1.0M |
| Wharton Business Group, LLC | 0.04% | Reduce -40.0% | 26,742 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.5% | 26,700 | $1.0M |
| J. Safra Sarasin Holding AG | 0.02% | New | 25,836 | $999K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -26.9% | 25,682 | $993K |
| Redmond Asset Management, LLC | 0.25% | Add +0.3% | 25,454 | $984K |
| HighTower Advisors, LLC | 0.00% | Add +12.6% | 25,344 | $980K |
| Maryland State Retirement & Pension System | 0.02% | No change | 25,321 | $979K |
| EDENTREE ASSET MANAGEMENT Ltd | 0.30% | No change | 25,000 | $967K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -0.9% | 24,360 | $942K |
| New Mexico Educational Retirement Board | 0.03% | Add +7.2% | 23,985 | $927K |
| Howard Capital Management, LLC | 0.01% | New | 23,883 | $924K |
| Tounjian Advisory Partners, LLC | 0.31% | Add +4.6% | 23,542 | $910K |
| Trium Capital LLP | 0.69% | New | 23,124 | $894K |
| Abacus Planning Group, Inc. | 0.12% | Reduce -0.1% | 23,066 | $892K |
| NewEdge Wealth, LLC | 0.01% | Add +23.0% | 22,219 | $859K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.5% | 22,160 | $857K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.0% | 22,148 | $856K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.9% | 21,137 | $837K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 21,429 | $829K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +3.0% | 20,950 | $810K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -0.6% | 20,840 | $806K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.1% | 20,643 | $798K |
| Bright Futures Wealth Management, LLC. | 0.60% | New | 20,624 | $798K |
| Assenagon Asset Management S.A. | 0.00% | Add +19.6% | 20,583 | $796K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +93.3% | 20,443 | $791K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,382 | $788K |
| Mariner, LLC | 0.00% | Reduce -36.5% | 20,255 | $783K |
| Parkside Investments, LLC | 0.10% | New | 20,000 | $773K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +33.5% | 19,531 | $755K |
| Atria Investments, Inc | 0.01% | Reduce -21.4% | 19,015 | $735K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.1% | 18,751 | $725K |
| Ethic Inc. | 0.01% | Reduce -31.3% | 18,576 | $718K |
| Neuberger Berman Group LLC | 0.00% | Reduce -36.8% | 18,467 | $714K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -20.0% | 18,463 | $714K |
| Moody National Bank Trust Division | 0.07% | Add +23.5% | 18,303 | $708K |
| Composition Wealth, LLC | 0.01% | Add +0.8% | 18,231 | $705K |
| Summit Trail Advisors, LLC | 0.01% | Add +24.4% | 18,196 | $704K |
| Paradigm Capital Management Inc. | 0.03% | Reduce -52.4% | 18,180 | $703K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.4% | 18,086 | $699K |
| Wolverine Asset Management LLC | 0.04% | New | 18,000 | $696K |
| North Dakota State Investment Board | 0.03% | — | 17,866 | $691K |
| Praxis Investment Management Inc. | 0.04% | No change | 17,810 | $689K |
| GC Wealth Management RIA, LLC | 0.02% | Add +6.3% | 17,526 | $678K |
| Qsemble Capital Management, LP | 0.06% | New | 17,467 | $675K |
| GeoWealth Management, LLC | 0.02% | Add +176.0% | 17,323 | $670K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.8% | 17,270 | $668K |
| Jump Financial, LLC | 0.01% | Add +41.0% | 17,206 | $665K |
| Sapience Investments, LLC | 2.50% | Add +45.0% | 17,101 | $661K |
| Ascent Group, LLC | 0.02% | Add +223.8% | 16,977 | $657K |
| Callan Family Office, LLC | 0.01% | New | 16,946 | $655K |
| Burney Co./ | 0.02% | Reduce -8.3% | 16,797 | $650K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.0% | 16,364 | $633K |
| Perpetual Ltd | 0.01% | Add +131.1% | 16,288 | $630K |
| Blue Trust, Inc. | 0.01% | Reduce -22.1% | 16,262 | $629K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.1% | 16,052 | $621K |
| Wbi Investments, LLC | 0.16% | New | 15,958 | $617K |
| Truist Financial Corp. | 0.00% | Reduce -9.5% | 15,903 | $615K |
| Merit Financial Group, LLC | 0.00% | Add +8.9% | 14,719 | $569K |
| Marathon Trading Investment Management LLC | 0.07% | New | 14,628 | $566K |
| Weatherly Asset Management L. P. | 0.04% | Reduce -12.8% | 14,265 | $552K |
| Forum Financial Management, LP | 0.01% | Add +1.8% | 14,265 | $552K |
| Securian Asset Management, Inc. | 0.02% | Reduce -43.7% | 14,199 | $549K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -15.1% | 14,177 | $548K |
| Park Avenue Securities LLC | 0.00% | Add +130.5% | 14,123 | $546K |
| Mufg Securities Americas Inc. | 0.03% | Reduce -0.1% | 14,068 | $544K |
| Squarepoint Ops LLC | 0.00% | Reduce -0.1% | 13,916 | $538K |
| Wahed Invest LLC | 0.07% | Add +1.6% | 13,721 | $531K |
| V-Square Quantitative Management LLC | 0.06% | Add +9.3% | 13,712 | $530K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | No change | 13,710 | $530K |
| Prelude Capital Management, LLC | 0.04% | New | 13,602 | $526K |
| 626 Financial, LLC | 0.23% | Reduce -11.7% | 13,555 | $524K |
| XTX Topco Ltd | 0.01% | Reduce -31.3% | 13,295 | $514K |
| Profund Advisors LLC | 0.02% | Reduce -0.6% | 12,870 | $498K |
| MML Investors Services, LLC | 0.00% | Add +61.9% | 12,779 | $494K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -83.6% | 12,671 | $490K |
| Evergreen Capital Management LLC | 0.01% | New | 12,471 | $482K |
| Centennial Wealth Advisory LLC | 0.13% | Add +3.9% | 12,470 | $482K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.4% | 12,414 | $480K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | Add +12.8% | 12,300 | $476K |
| Old Mission Capital LLC | 0.02% | Add +132.0% | 12,231 | $473K |
| Recurrent Investment Advisors LLC | 0.03% | New | 12,221 | $473K |
| Axq Capital, LP | 0.11% | New | 12,146 | $470K |
| Mirabella Financial Services LLP | 0.05% | New | 12,027 | $465K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -31.1% | 11,988 | $464K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +10.0% | 11,886 | $460K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.1% | 11,627 | $450K |
| Prosperity Consulting Group, LLC | 0.02% | New | 11,463 | $443K |
| M&T Bank Corp | 0.00% | Add +95.4% | 11,282 | $436K |
| Asahi Life Asset Management Co., LTD. | 0.24% | New | 11,048 | $427K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +72.5% | 10,951 | $423K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -56.6% | 10,867 | $420K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.8% | 10,784 | $417K |
| Vestcor Inc | 0.01% | No change | 10,257 | $397K |
| QRG Capital Management, Inc. | 0.00% | Reduce -17.4% | 10,219 | $395K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 9,839 | $380K |
| Wealthfront Advisers LLC | 0.00% | Add +37.4% | 9,744 | $377K |
| &partners | 0.00% | Add +28.3% | 9,607 | $373K |
| AMG National Trust Bank | 0.01% | Add +58.7% | 9,623 | $372K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 9,723 | $372K |
| Legacy Wealth Asset Management, LLC | 0.09% | Reduce -29.5% | 9,586 | $371K |
| Corient Private Wealth LP | 0.00% | Add +34.1% | 9,308 | $360K |
| Nomura Holdings Inc. | 0.00% | Reduce -26.1% | 9,267 | $358K |
| US Bancorp \de | 0.00% | Reduce -24.3% | 9,018 | $349K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 8,825 | $341K |
| Compound Planning, Inc. | 0.01% | Add +21.1% | 8,739 | $338K |
| Berkeley Capital Partners, LLC | 0.08% | Reduce -58.0% | 8,736 | $338K |
| Moors & Cabot, Inc. | 0.01% | Reduce -12.9% | 8,470 | $328K |
| Old National Bancorp | 0.01% | Add +22.1% | 8,441 | $326K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -49.4% | 8,333 | $322K |
| Kimelman & Baird, LLC | 0.02% | Reduce -19.5% | 8,250 | $319K |
| TCW Group Inc. | 0.00% | New | 8,124 | $314K |
| D. E. Shaw & Co. | 0.00% | New | 8,116 | $314K |
| Global Retirement Partners, LLC | 0.01% | Add +357.0% | 8,025 | $310K |
| Balyasny Asset Management L.P. | 0.00% | New | 7,815 | $302K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +11.4% | 7,800 | $302K |
| Capital International, Inc. | 0.00% | Reduce -10.9% | 7,797 | $302K |
| Diligent Investors, LLC | 0.07% | Reduce -41.4% | 7,540 | $292K |
| United Capital Financial Advisors, LLC | 0.00% | Add +34.4% | 7,428 | $287K |
| Creative Planning | 0.00% | Add +3.8% | 7,352 | $284K |
| Empirical Finance, LLC | 0.01% | Reduce -6.0% | 7,342 | $284K |
| Pflug Koory, LLC | 0.13% | Reduce -4.0% | 7,292 | $282K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.12% | Reduce -1.4% | 7,207 | $279K |
| International Private Wealth Advisors LLC | 0.17% | Add +3.5% | 7,152 | $277K |
| Chicago Capital, LLC | 0.01% | No change | 7,075 | $274K |
| Patten Group, Inc. | 0.05% | Reduce -11.8% | 7,029 | $272K |
| Caprock Group, LLC | 0.01% | New | 6,810 | $263K |
| Prestige Wealth Management Group LLC | 0.05% | Add +74388.9% | 6,704 | $259K |
| Jain Global LLC | 0.00% | New | 6,692 | $259K |
| Stephens Inc. | 0.00% | Add +11.2% | 6,202 | $240K |
| Patton Fund Management, Inc. | 0.03% | Add +17.0% | 6,101 | $236K |
| Wealthspire Advisors, LLC | 0.00% | Add +43.0% | 6,101 | $236K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.5% | 6,030 | $233K |
| Hibernia Wealth Partners, LLC | 0.07% | New | 5,832 | $226K |
| Ossiam | 0.00% | Reduce -85.0% | 5,769 | $223K |
| Southern Financial Group, LLC | 0.06% | — | 5,754 | $223K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,653 | $219K |
| Avanza Fonder AB | 0.01% | New | 5,617 | $217K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 5,568 | $215K |
| Avise Financial Cooperative, Inc. | 0.19% | — | 5,542 | $214K |
| Independent Financial Group, LLC | 0.00% | No change | 5,499 | $213K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.7% | 5,393 | $209K |
| Regions Financial Corp. | 0.00% | Reduce -14.6% | 5,388 | $208K |
| Whitebox Advisors LLC | 0.01% | New | 5,348 | $207K |
| Harbor Advisors LLC | 0.03% | No change | 5,315 | $206K |
| Mach-1 Financial Group, LLC | 0.04% | New | 5,289 | $205K |
| GTS Securities LLC | 0.01% | New | 5,279 | $204K |
| Lazard Asset Management LLC | 0.00% | Reduce -76.5% | 5,266 | $204K |
| Trivium Point Advisory, LLC | 0.02% | New | 5,215 | $202K |
| Fifth Third Bancorp | 0.00% | Reduce -47.3% | 4,903 | $190K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,710 | $182K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.1% | 4,594 | $178K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -52.4% | 4,326 | $167K |
| Cwm, LLC | 0.00% | Reduce -48.2% | 4,212 | $163K |
| GAMMA Investing LLC | 0.01% | Reduce -36.8% | 4,047 | $156K |
| Ostrum Asset Management | 0.01% | Reduce -24.9% | 3,934 | $152K |
| CX Institutional | 0.00% | Add +36.0% | 3,889 | $150K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -9.2% | 3,797 | $147K |
| Jones Financial Companies LLLP | 0.00% | Add +9.1% | 3,590 | $139K |
| FNY Investment Advisers, LLC | 0.04% | Add +75.0% | 3,500 | $135K |
| Zions Bancorporation, National Association | 0.01% | Add +1276.4% | 3,441 | $133K |
| Citizens National Bank Trust Department | 0.02% | Reduce -29.9% | 3,290 | $127K |
| Arax Advisory Partners | 0.00% | Add +249.3% | 3,283 | $127K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.7% | 3,170 | $123K |
| Penserra Capital Management LLC | 0.00% | Reduce -0.9% | 2,815 | $108K |
| Smartleaf Asset Management LLC | 0.00% | Add +17.7% | 2,732 | $106K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -13.1% | 2,740 | $106K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -3.0% | 2,715 | $105K |
| Bank & Trust Co | 0.07% | No change | 2,702 | $104K |
| Wexford Capital LP | 0.03% | New | 2,689 | $104K |
| Brown Brothers Harriman & Co. | 0.00% | Add +181.9% | 2,658 | $103K |
| Richardson Financial Services Inc. | 0.03% | New | 2,650 | $102K |
| Skylands Capital, LLC | 0.01% | Reduce -7.1% | 2,617 | $101K |
| Hartford Financial Management Inc. | 0.03% | No change | 2,605 | $101K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.4% | 2,447 | $95K |
| Siemens Fonds Invest GmbH | 0.00% | No change | 3,181 | $92K |
| Covestor Ltd | 0.05% | Add +51.3% | 2,260 | $87K |
| Allworth Financial LP | 0.00% | Add +3.6% | 2,214 | $86K |
| Fideuram Asset Management (Ireland) dac | 0.01% | — | 1,566 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.1% | 2,163 | $84K |
| Assetmark, Inc. | 0.00% | Reduce -9.5% | 2,081 | $80K |
| Exchange Traded Concepts, LLC | 0.00% | Add +11.7% | 2,054 | $79K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,027 | $78K |
| Bessemer Group Inc. | 0.00% | Add +4.6% | 1,661 | $64K |
| SageView Advisory Group, LLC | 0.00% | New | 1,599 | $62K |
| EFG International AG | 0.00% | — | 1,565 | $61K |
| MAI Capital Management | 0.00% | Reduce -16.8% | 1,533 | $59K |
| Bfsg, LLC | 0.01% | No change | 1,415 | $55K |
| Clearstead Advisors, LLC | 0.00% | Add +231.8% | 1,327 | $51K |
| Lanark Financial, Inc. | 0.00% | Add +5.8% | 1,196 | $46K |
| Sentry Investment Management LLC | 0.03% | No change | 1,110 | $43K |
| Ancora Advisors LLC | 0.00% | Add +130.6% | 1,047 | $40K |
| Versant Capital Management, Inc | 0.01% | Reduce -69.3% | 1,042 | $40K |
| Huntington National Bank | 0.00% | Reduce -43.1% | 1,017 | $39K |
| DV Trading LLC | 0.00% | — | 1,000 | $39K |
| Oakworth Capital, Inc. | 0.00% | Reduce -54.3% | 1,000 | $39K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 920 | $36K |
| McMillan Office, Inc. | 0.00% | — | 911 | $35K |
| Parallel Advisors, LLC | 0.00% | Reduce -42.0% | 815 | $32K |
| CYBER HORNET ETFs LLC | 0.02% | Add +14.5% | 814 | $31K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 809 | $31K |
| Rexford Capital Inc. | 0.02% | No change | 800 | $31K |
| Summit Securities Group LLC | 0.01% | Reduce -13.9% | 776 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.4% | 764 | $30K |
| IMA Advisory Services, Inc. | 0.00% | Add +13.2% | 744 | $29K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | — | 733 | $28K |
| DV Equities, LLC | 0.01% | — | 725 | $28K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 712 | $28K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 699 | $27K |
| First United Bank & Trust | 0.01% | No change | 675 | $26K |
| Tsfg, LLC | 0.00% | No change | 672 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -45.6% | 672 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 640 | $25K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.6% | 603 | $23K |
| Essential Partners LLC | 0.01% | Add +280.8% | 575 | $22K |
| Cromwell Holdings LLC | 0.01% | Reduce -1.1% | 550 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Add +16.1% | 549 | $21K |
| Manchester Capital Management LLC | 0.00% | Add +14.3% | 535 | $21K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 520 | $20K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 498 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 471 | $18K |
| IFP Advisors, Inc | 0.00% | Add +2.9% | 465 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 381 | $15K |
| Optima Capital LLC | 0.01% | New | 360 | $14K |
| NBT Bank, N.A. | 0.00% | Reduce -9.3% | 39 | $14K |
| State of Wyoming | 0.00% | Reduce -24.8% | 352 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +44.6% | 347 | $13K |
| Raiffeisen Bank International AG | 0.00% | Reduce -98.9% | 333 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +40.4% | 313 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -82.3% | 310 | $12K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +1440.0% | 308 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 300 | $12K |
| SHP Wealth Management | 0.00% | — | 300 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 297 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +320.6% | 286 | $11K |
| Rothschild Investment LLC | 0.00% | Add +709.1% | 267 | $10K |
| Root Financial Partners, LLC | 0.00% | Reduce -65.6% | 267 | $10K |
| Rossby Financial, LCC | 0.00% | New | 266 | $10K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 248 | $10K |
| Meeder Asset Management Inc. | 0.00% | Add +24600.0% | 247 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -28.7% | 234 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 224 | $9K |
| UMB Bank, n.a. | 0.00% | Reduce -23.3% | 220 | $9K |
| Larson Financial Group LLC | 0.00% | Add +55.5% | 213 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -55.5% | 204 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -62.1% | 190 | $7K |
| WPG Advisers, LLC | 0.01% | Add +119.8% | 189 | $7K |
| Spire Wealth Management | 0.00% | Reduce -71.1% | 185 | $7K |
| Westfuller Advisors, LLC | 0.00% | Reduce -57.7% | 172 | $7K |
| Prosperity Bancshares Inc | 0.01% | — | 171 | $7K |
| Eastern Bank | 0.00% | No change | 156 | $6K |
| GW&K Investment Management, LLC | 0.00% | Reduce -39.3% | 161 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 150 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +604.8% | 148 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 140 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 115 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 117 | $5K |
| Key Financial Inc | 0.00% | No change | 117 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 113 | $4K |
| Howard Hughes Medical Institute | 0.00% | No change | 112 | $4K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 110 | $4K |
| Quarry LP | 0.00% | Reduce -90.7% | 108 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -6.6% | 99 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +151.3% | 98 | $4K |
| Private Trust Co. NA | 0.00% | Add +61.7% | 97 | $4K |
| North Star Investment Management Corp. | 0.00% | Add +17.8% | 86 | $3K |
| Abound Wealth Management | 0.00% | No change | 85 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -9.6% | 85 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +27.3% | 84 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -57.0% | 71 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 66 | $3K |
| Quent Capital, LLC | 0.00% | Reduce -79.7% | 62 | $2K |
| DT Investment Partners, LLC | 0.00% | No change | 60 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -35.9% | 59 | $2K |
| Maseco LLP | 0.00% | No change | 56 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +8.0% | 54 | $2K |
| Signature Equity Partners, LLC | 0.00% | — | 53 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 50 | $2K |
| Torren Management, LLC | 0.00% | — | 47 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 44 | $2K |
| Sunrise Financial Services, LLC | 0.00% | — | 42 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -67.5% | 37 | $2K |
| Addison Advisors LLC | 0.00% | No change | 40 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -61.9% | 40 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 38 | $1K |
| Horizon Financial Services, LLC | 0.00% | Reduce -68.1% | 37 | $1K |
| ORG Partners LLC | 0.00% | Reduce -50.7% | 37 | $1K |
| Key Capital Management, INC | 0.00% | — | 35 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 32 | $1K |
| Groupe la Francaise | 0.00% | Reduce -99.9% | 36 | $1K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 30 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -33.3% | 30 | $1K |
| Avion Wealth | 0.00% | Reduce -18.4% | 40 | $1K |
| Kilter Group LLC | 0.00% | New | 25 | $967 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 23 | $889 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.3% | 22 | $851 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -92.9% | 20 | $774 |
| First Command Advisory Services, Inc. | 0.00% | New | 19 | $735 |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -14.3% | 18 | $697 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -5.3% | 18 | $696 |
| CVA Family Office, LLC | 0.00% | Reduce -89.1% | 16 | $619 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -79.7% | 15 | $581 |
| Quadrant Capital Group LLC | 0.00% | Reduce -99.0% | 15 | $581 |
| University of Texas/Texas Am Investment Management Co. | 0.00% | Reduce -97.3% | 15 | $580 |
| Curio Wealth, LLC | 0.00% | No change | 15 | $572 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -84.3% | 13 | $503 |
| Valued Wealth Advisors LLC | 0.00% | No change | 13 | $503 |
| American Capital Advisory, LLC | 0.00% | Reduce -7.1% | 13 | $503 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -82.4% | 13 | $503 |
| CENTRAL TRUST Co | 0.00% | No change | 12 | $465 |
| 1015 Capital Partners, LLC | 0.00% | — | 12 | $464 |
| Whipplewood Advisors, LLC | 0.00% | New | 10 | $387 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -16.7% | 10 | $387 |
| Activest Wealth Management | 0.00% | Reduce -82.5% | 10 | $387 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -46.1% | 7 | $271 |
| CoreCap Advisors, LLC | 0.00% | Reduce -63.2% | 7 | $271 |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 6 | $232 |
| Trust Co. of Toledo NA | 0.00% | Reduce -25.0% | 6 | $232 |
| Nvwm, LLC | 0.00% | New | 5 | $193 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -69.2% | 4 | $155 |
| Clearstead Trust, LLC | 0.00% | Reduce -93.9% | 4 | $155 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $116 |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.