Smurfit WestrockSW

13F holders, Q1 2026 (March 31)
616holders +21
89new positions
71sold out
5famous investors
$39.80avg. 13F price*

At the end of Q1 2026, 616 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 21 from Q4 2025. 89 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($1.8B), Capital Research Global Investors ($1.6B) and Vanguard Capital Management LLC ($1.4B). 5 famous investors held it, including George Soros (1.9% 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

0200400600800 Q3 2024: 503Q3 2024Q4 2024: 602Q4 2024Q1 2025: 596Q1 2025Q2 2025: 575Q2 2025Q3 2025: 599Q3 2025Q4 2025: 595Q4 2025Q1 2026: 616Q1 2026Q2 2026: 640Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions89$823.7M
Exits71$213.6M

All 13F filers, Q4 2025 → Q1 2026: 63,548,342 shares bought and 35,102,048 shares sold, net +28,446,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 616 holders

BlackRock, Inc. 0.03% Add +1.3% 44,804,829 $1.8B
Capital Research Global Investors 0.24% Add +7.9% 38,971,751 $1.6B
Vanguard Capital Management LLC 0.03% — 33,960,747 $1.4B
State Street Corp. 0.03% Add +2.5% 25,258,844 $1.0B
Nuveen, LLC 0.27% Add +10.4% 24,590,686 $979.9M
Vanguard Portfolio Management LLC 0.05% — 24,315,691 $969.0M
Causeway Capital Management LLC 7.61% Reduce -18.6% 15,566,028 $620.3M
Geode Capital Management, LLC 0.04% Add +3.4% 14,265,503 $566.4M
Orbis Allan Gray Ltd 2.32% Reduce -1.3% 13,775,054 $548.9M
Franklin Resources Inc. 0.13% Add +89.2% 12,932,618 $515.7M
Capital World Investors 0.07% New 12,472,417 $497.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.39% Add +1255.6% 10,678,423 $425.2M
Invesco Ltd. 0.04% Add +11.6% 10,645,905 $424.2M
FMR LLC 0.02% Reduce -9.3% 10,092,067 $402.2M
Bank of New York Mellon Corp 0.06% Reduce -2.5% 8,823,021 $351.6M
Ameriprise Financial Inc. 0.08% Reduce -0.9% 8,593,814 $342.5M
Deutsche Bank AG 0.09% Reduce -10.0% 6,529,550 $260.2M
Goldman Sachs Group Inc. 0.03% Add +93.6% 5,975,778 $238.1M
Morgan Stanley 0.01% Add +13.8% 5,971,038 $237.9M
Nordea Investment Management AB 0.22% Add +10.4% 6,017,633 $234.9M
Bank of America Corp. 0.02% Add +6.2% 5,460,163 $217.6M
AQR Capital Management 0.09% Reduce -11.9% 5,043,214 $198.2M
Dimensional Fund Advisors LP 0.04% Add +3.4% 4,848,130 $193.1M
Northern Trust Corp. 0.02% Reduce -1.6% 4,705,981 $187.5M
Legal & General Group Plc 0.04% Reduce -2.3% 4,484,439 $177.9M
JPMorgan Chase & Co. 0.01% Add +37.0% 4,410,010 $168.7M
UBS Group AG 0.03% Add +10.6% 4,003,393 $159.5M
Amundi 0.04% Reduce -4.6% 3,964,673 $158.0M
Canada Pension Plan Investment Board 0.10% New 3,757,109 $149.7M
Charles Schwab Investment Management Inc. 0.02% Add +6.1% 3,538,580 $141.0M
Vanguard Fiduciary Trust Co. 0.03% — 2,941,492 $117.2M
Ruffer LLP 4.56% Reduce -38.1% 2,786,197 $111.3M
Soros Fund Management 1.85% Add +4.9% 2,520,236 $100.4M
Thompson Siegel & Walmsley LLC 1.72% Reduce -4.3% 2,445,235 $97.4M
Massachusetts Financial Services Co. 0.03% Reduce -6.7% 2,387,334 $96.3M
Citigroup Inc. 0.05% Add +12.4% 1,954,583 $77.9M
Alberta Investment Management Corp 0.53% Add +39.3% 1,944,236 $77.5M
Lansdowne Partners (uk) LLP 3.99% Add +627.1% 1,870,219 $74.5M
Royal Bank of Canada 0.01% Add +5.1% 1,820,494 $72.5M
Alliancebernstein L.P. 0.02% Reduce -15.1% 1,867,831 $72.2M
First Trust Advisors LP 0.05% Add +30.3% 1,751,085 $69.8M
Barclays PLC 0.02% Reduce -49.7% 1,611,323 $64.2M
Swiss National Bank 0.04% Add +7.1% 1,532,397 $61.1M
Sound Shore Management Inc 2.02% New 1,509,136 $60.1M
Sei Investments Co. 0.06% Reduce -17.2% 1,497,967 $59.7M
Pictet Asset Management Holding SA 0.06% Reduce -52.4% 1,419,085 $56.6M
Polaris Capital Management, LLC 4.46% Reduce -5.6% 1,366,550 $54.5M
BNP Paribas Financial Markets 0.03% Add +7.0% 1,300,851 $51.8M
Cullen Capital Management, LLC 0.51% Add +34.8% 1,245,910 $49.6M
Vontobel Holding Ltd. 0.17% Reduce -3.6% 1,222,803 $48.7M
Manufacturers Life Insurance Company, The 0.04% Add +3.3% 1,218,471 $48.5M
Aviva PLC 0.08% Add +1.2% 1,212,655 $47.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.4% 1,179,837 $47.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +4.5% 1,173,007 $46.7M
Vanguard Global Advisers, LLC 0.02% — 1,162,365 $46.3M
FIL Ltd 0.04% Reduce -85.7% 1,157,416 $46.2M
T. Rowe Price Associates Inc. 0.01% Add +7.1% 1,123,272 $44.8M
HSBC Holdings PLC 0.03% New 1,110,677 $44.1M
Verbena Value LP 7.02% Add +67.0% 1,076,500 $42.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 1,032,139 $41.1M
Exane Asset Management 7.85% Add +48.1% 836,638 $38.4M
Capital International Investors 0.01% Add +144.3% 947,319 $37.8M
Rhumbline Advisers 0.03% Reduce -2.1% 930,822 $37.1M
Russell Investments Group, Ltd. 0.04% Reduce -9.6% 921,918 $36.7M
KBC Group NV 0.09% Add +101.3% 875,030 $34.9M
California Public Employees Retirement System 0.02% Reduce -2.7% 847,401 $33.8M
Oslo Pensjonsforsikring AS 5.20% — 837,817 $33.4M
Van Eck Associates Corp. 0.02% Add +25.4% 774,179 $30.9M
Patten & Patten Inc. 1.86% Reduce -0.2% 774,162 $30.9M
Bank of Montreal 0.01% Add +89.1% 730,081 $29.1M
Man Group plc 0.06% Add +45.5% 724,841 $28.9M
Principal Financial Group Inc. 0.01% Add +4.1% 704,670 $28.1M
Gotham Asset Management 0.09% Add +6.6% 699,914 $27.9M
ExodusPoint Capital Management, LP 0.27% Add +5237.3% 676,290 $27.0M
Lakewood Capital Management, LP 1.73% Reduce -43.0% 675,897 $26.9M
Alps Advisors Inc. 0.12% Reduce -1.8% 662,744 $26.4M
Mackenzie Financial Corp. 0.03% Add +47.0% 670,099 $26.4M
Envestnet Asset Management Inc. 0.01% Add +28.7% 635,590 $25.3M
Compagnie Lombard Odier SCmA 0.30% Reduce -8.2% 620,957 $24.7M
Brown Advisory Inc. 0.04% Add +16.9% 619,368 $24.7M
Evelyn Partners Investment Management LLP 0.65% Reduce -12.7% 603,376 $24.0M
California State Teachers Retirement System 0.03% Reduce -5.0% 603,376 $24.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -40.3% 584,025 $22.9M
Salem Investment Counselors Inc. 0.67% Add +3.0% 570,563 $22.7M
SG Americas Securities, LLC 0.02% Add +264.5% 555,264 $22.1M
American Century Companies Inc. 0.01% Add +203.3% 551,077 $22.0M
Worldquant Millennium Advisors LLC 0.08% Add +598.7% 496,871 $19.8M
Citadel Advisors 0.01% Reduce -81.7% 496,692 $19.8M
Eurizon Capital SGR S.p.A. 0.06% New 486,416 $19.3M
Wellington Management Group LLP 0.00% Add +10.1% 479,470 $19.1M
Savant Capital, LLC 0.09% Add +0.1% 467,983 $18.6M
Holowesko Partners Ltd. 5.13% Add +2.6% 459,200 $18.3M
Arnhold LLC 1.34% No change 462,368 $18.3M
Sycomore Asset Management 2.51% No change 488,737 $18.0M
Redwood Grove Capital, LLC 5.78% Add +9.2% 449,636 $17.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.0% 431,897 $17.2M
Groupama Asset Managment 0.25% Reduce -3.3% 564,888 $16.8M
Royal London Asset Management Ltd. 0.04% Add +75.8% 419,469 $16.7M
Cambiar Investors LLC 0.75% Add +1.5% 408,283 $16.3M
Zurich Insurance Group Ltd 0.12% Reduce -40.0% 400,187 $15.7M
Wells Fargo & Company 0.00% Add +83.5% 378,594 $15.1M
Quantinno Capital Management LP 0.02% Add +77.7% 358,331 $14.3M
New York State Teachers Retirement System 0.03% Add +9.0% 354,796 $14.1M
Victory Capital Management Inc. 0.01% Add +95.7% 343,649 $13.7M
Los Angeles Capital Management LLC 0.05% Add +144.4% 340,020 $13.5M
Aberdeen Group plc 0.02% Add +3.1% 339,996 $13.5M
Natixis Advisors, LLC 0.02% Add +34.9% 339,377 $13.5M
Vident Advisory, LLC 0.11% Add +36.6% 329,192 $13.1M
Banque Pictet & Cie SA 0.15% Reduce -7.6% 322,925 $12.9M
South Dakota Investment Council 0.24% Reduce -17.7% 321,477 $12.8M
Ramirez Asset Management, Inc. 1.51% Add +71.2% 315,203 $12.5M
TD Asset Management Inc 0.01% Add +9.1% 306,200 $12.2M
Marathon Asset Management Ltd 0.46% Add +13.5% 302,940 $12.1M
Korea Investment CORP 0.02% Add +103.0% 299,157 $11.9M
Artemis Investment Management LLP 0.12% Reduce -0.8% 291,448 $11.6M
State of Wisconsin Investment Board 0.03% Add +3.5% 279,635 $11.1M
Raymond James Financial Inc. 0.00% Add +33.5% 279,402 $11.1M
Schonfeld Strategic Advisors LLC 0.09% Add +2585.9% 264,271 $10.5M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.7% 262,916 $10.5M
Vanguard Investments Australia, Ltd. 0.03% — 259,779 $10.4M
Lombard Odier Asset Management (Europe) Ltd 0.81% Reduce -35.6% 247,655 $9.9M
MetLife Investment Management, LLC 0.05% Reduce -6.5% 242,631 $9.7M
Horizon Investments, LLC 0.11% Add +15.2% 238,921 $9.5M
M&G PLC 0.05% Add +22.8% 232,071 $9.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -10.7% 231,707 $9.2M
Fuller & Thaler Asset Management, Inc. 0.03% Add +6.5% 226,606 $9.0M
Treasurer of the State of North Carolina 0.03% Add +2.2% 223,040 $8.9M
New York State Common Retirement Fund 0.01% No change 219,334 $8.7M
Asset Management One Co., Ltd. 0.03% Reduce -2.5% 213,745 $8.5M
Jones Financial Companies LLLP 0.00% Add +5920.1% 216,120 $8.5M
Storebrand Asset Management As 0.02% Reduce -14.4% 211,004 $8.4M
Janus Henderson Group PLC 0.00% Add +11.2% 212,511 $8.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -3.3% 209,136 $8.3M
KLP Kapitalforvaltning As 0.03% Add +12.0% 205,071 $8.2M
Covalis Capital LLP 0.50% Add +138.9% 203,407 $8.1M
Marshall Wace, LLP 0.01% Reduce -93.9% 199,086 $7.9M
Tredje AP-fonden 0.04% Add +184.9% 194,110 $7.7M
Nomura Asset Management Co. Ltd. 0.02% Add +2.1% 189,166 $7.5M
Credit Agricole S A 0.02% Reduce -16.3% 188,578 $7.5M
Slate Path Capital LP 0.11% New 186,684 $7.4M
LPL Financial LLC 0.00% Add +14.5% 183,760 $7.3M
GAM Holding AG 0.64% Reduce -18.4% 182,186 $7.3M
State of New Jersey Common Pension Fund D 0.03% No change 178,555 $7.1M
ABN AMRO Bank N.V. 0.08% Add +544.2% 183,130 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -1.0% 171,333 $6.8M
Gateway Investment Advisers LLC 0.08% Reduce -10.5% 171,266 $6.8M
Oppenheimer Asset Management Inc. 0.08% Add +18.3% 168,556 $6.7M
Susquehanna International Group, LLP 0.01% Reduce -37.1% 167,108 $6.7M
Van Den Berg Management I, Inc. 1.47% Add +3.1% 160,915 $6.4M
Y-Intercept (Hong Kong) Ltd 0.12% New 160,845 $6.4M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 160,000 $6.4M
Private Management Group Inc. 0.18% Reduce -1.9% 159,913 $6.4M
Handelsbanken Fonder AB 0.02% Reduce -3.5% 157,700 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -0.2% 156,446 $6.2M
Kwmg, LLC 0.50% Add +3.8% 148,886 $5.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -1.4% 146,881 $5.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +138.8% 146,823 $5.9M
State of Michigan Retirement System 0.03% Reduce -0.2% 146,664 $5.8M
Access Investment Management LLC 1.55% Reduce -56.0% 145,675 $5.8M
Czech National Bank 0.04% Add +3.3% 142,274 $5.7M
Arizona State Retirement System 0.03% Reduce -1.1% 141,890 $5.7M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -70.1% 141,089 $5.6M
Concurrent Investment Advisors, LLC 0.06% Reduce -1.0% 140,559 $5.6M
Pathstone Holdings, LLC 0.02% Reduce -17.0% 138,765 $5.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +1293.8% 135,520 $5.4M
Sound Income Strategies, LLC 0.26% Add +4.7% 133,815 $5.4M
Voya Investment Management LLC 0.01% Reduce -8.9% 134,718 $5.4M
CIBC Asset Management Inc 0.01% Add +1.0% 134,668 $5.4M
Mediolanum International Funds Ltd 0.05% Reduce -4.1% 134,838 $5.2M
CIBC Bancorp USA Inc. 0.01% — 127,720 $5.1M
State of Tennessee, Department of Treasury 0.02% Reduce -30.2% 127,198 $5.1M
DNB Asset Management AS 0.02% Add +5.0% 123,527 $4.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.2% 121,690 $4.8M
APG Asset Management N.V. 0.02% Add +35.4% 138,298 $4.8M
IFM Investors Pty Ltd 0.04% Add +27.2% 118,214 $4.7M
Xponance LLC 0.03% Add +27.6% 115,958 $4.6M
Jane Street Group, LLC 0.00% Add +101.4% 113,437 $4.5M
Retirement Systems of Alabama 0.01% Reduce -0.1% 110,935 $4.4M
Timucuan Asset Management Inc. 0.15% Add +10.5% 105,000 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +6.9% 104,769 $4.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +14.7% 104,046 $4.1M
SEB Asset Management AB 0.02% — 103,258 $4.1M
Woodline Partners LP 0.02% Reduce -69.2% 102,313 $4.1M
Rokos Capital Management LLP 0.07% New 100,000 $4.0M
Wolverine Asset Management LLC 0.21% Add +455.6% 100,000 $4.0M
Clearline Capital LP 0.31% Reduce -54.2% 99,688 $4.0M
Beverly Hills Private Wealth, LLC 0.65% Add +29.3% 96,819 $3.9M
Danske Bank A/S 0.01% Add +6.3% 96,688 $3.9M
Letko, Brosseau & Associates Inc. 0.06% Reduce -2.0% 95,909 $3.8M
Stifel Financial Corp. 0.00% Add +78.9% 95,550 $3.8M
National Pension Service 0.00% Reduce -27.8% 95,107 $3.8M
Amalgamated Bank 0.03% Reduce -4.5% 95,005 $3.8M
ProShare Advisors LLC 0.01% Reduce -15.7% 94,616 $3.8M
Synergy Asset Management, LLC 0.40% New 94,485 $3.8M
Ensign Peak Advisors, Inc 0.01% Add +10.7% 92,159 $3.7M
Metis Global Partners, LLC 0.09% Reduce -0.6% 89,020 $3.5M
Old North State Wealth Management, LLC 1.59% Reduce -8.7% 86,383 $3.4M
CI Investments Inc. 0.02% Add +5.1% 86,398 $3.4M
Utah Retirement Systems 0.03% No change 85,152 $3.4M
Focus Partners Wealth 0.00% Reduce -2.3% 84,860 $3.4M
Public Sector Pension Investment Board 0.01% Add +24.0% 84,168 $3.4M
Clearbridge Investments, LLC 0.00% New 81,832 $3.3M
Bank Pictet & Cie (Europe) AG 0.07% Add +6.4% 81,119 $3.2M
Evelyn Partners Investment Management Services Ltd 0.37% Reduce -20.0% 79,727 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.5% 79,676 $3.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +542.3% 79,000 $3.1M
Sage Capital Advisors,llc 0.72% Reduce -0.3% 78,179 $3.1M
Evelyn Partners Investment Management (Europe) Ltd 1.04% Reduce -3.5% 76,163 $3.0M
NEOS Investment Management LLC 0.02% Add +104.6% 74,747 $3.0M
Havemeyer Place LP 0.34% New 73,110 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.2% 71,960 $2.9M
Rathbones Group PLC 0.01% Reduce -9.7% 70,007 $2.8M
SWS Partners 0.68% Add +11.9% 69,198 $2.8M
Manning & Napier Advisors LLC 0.04% Reduce -4.7% 68,301 $2.7M
Guggenheim Capital LLC 0.02% Add +133.4% 65,908 $2.6M
Advisors Preferred, LLC 0.38% Reduce -28.4% 65,535 $2.6M
STRS Ohio 0.01% Reduce -0.0% 63,361 $2.5M
Allstate Corp. 0.03% Add +67.9% 63,044 $2.5M
DAVENPORT & Co LLC 0.01% Add +4.5% 62,635 $2.5M
Corient Private Wealth LP 0.00% Add +574.3% 62,763 $2.5M
Agman Capital LLC 1.97% Reduce -1.8% 62,026 $2.5M
BIP Wealth, LLC 0.10% Reduce -0.6% 61,991 $2.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -35.7% 61,063 $2.4M
Oregon Public Employees Retirement Fund 0.03% No change 59,745 $2.4M
Cetera Investment Advisers 0.00% Add +16.8% 58,797 $2.3M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -14.0% 57,188 $2.3M
PNC Financial Services Group, Inc. 0.00% Add +29.6% 57,112 $2.3M
Yousif Capital Management, LLC 0.03% Reduce -3.6% 55,963 $2.2M
Mutual of America Capital Management LLC 0.03% Reduce -0.9% 55,555 $2.2M
State of Alaska, Department of Revenue 0.02% Add +0.6% 52,380 $2.1M
Public Employees Retirement Association of Colorado 0.01% No change 52,316 $2.1M
Cerity Partners LLC 0.00% Add +12.3% 51,797 $2.1M
Lombard Odier Asset Management (Switzerland) SA 0.08% Add +90.5% 51,160 $2.0M
Captrust Financial Advisors 0.00% Add +46.8% 50,755 $2.0M
Prudential Financial Inc. 0.00% Reduce -7.3% 48,997 $2.0M
Flputnam Investment Management Co. 0.03% New 46,720 $1.9M
Diversified Trust Co. 0.03% Reduce -24.3% 44,753 $1.8M
Investment Management Corp of Ontario 0.02% Add +4.4% 44,648 $1.8M
Swedbank AB 0.00% No change 44,304 $1.8M
Broyhill Asset Management, LLC 1.72% New 43,876 $1.7M
Pacer Advisors, Inc. 0.00% Reduce -26.0% 43,029 $1.7M
Banque Cantonale Vaudoise 0.06% Add +73.0% 42,154 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -1.4% 42,048 $1.7M
Alpha Omega Wealth Management LLC 0.27% Reduce -14.8% 41,828 $1.7M
AustralianSuper Pty Ltd 0.01% Reduce -18.1% 41,462 $1.7M
Adams Natural Resources Fund, Inc. 0.19% No change 41,300 $1.6M
Macquarie Group Ltd. 0.01% Reduce -10.0% 39,752 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -0.3% 39,445 $1.6M
Neuberger Berman Group LLC 0.00% Add +102.9% 37,473 $1.5M
Fruth Investment Management 0.37% Reduce -0.8% 37,037 $1.5M
Tidal Investments LLC 0.00% Add +23.4% 36,718 $1.5M
Rafferty Asset Management, LLC 0.01% Reduce -16.4% 36,540 $1.5M
Westwood Holdings Group Inc. 0.01% Add +1.2% 36,459 $1.5M
Mainstay Capital Management LLC 0.11% Reduce -3.8% 34,759 $1.4M
Greenwood Capital Associates LLC 0.15% Add +7.5% 33,907 $1.4M
Polianta Ltd 0.18% Reduce -9.8% 33,900 $1.4M
Atria Investments, Inc 0.01% Add +75.6% 33,391 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +59.0% 32,824 $1.3M
Turim 21 Investimentos Ltda. 0.33% No change 14,705 $1.3M
Lombard Odier Asset Management (USA) Corp 0.98% New 32,500 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Add +58.9% 32,382 $1.3M
Federated Hermes, Inc. 0.00% Reduce -21.2% 32,028 $1.3M
Fideuram Asset Management (Ireland) dac 0.16% Add +1757.3% 29,085 $1.3M
Investors Research Corp 0.24% Reduce -0.6% 31,620 $1.3M
Mizuho Securities USA LLC 0.03% Reduce -16.9% 31,581 $1.3M
HighTower Advisors, LLC 0.00% Add +23.8% 31,362 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 31,284 $1.2M
Sterling Capital Management LLC 0.02% Reduce -34.6% 30,801 $1.2M
Paragon Capital Management Inc. 1.04% New 30,704 $1.2M
D. E. Shaw & Co. 0.00% Add +278.3% 30,703 $1.2M
Nisa Investment Advisors, LLC 0.00% Reduce -6.5% 30,632 $1.2M
Callan Family Office, LLC 0.03% Add +80.1% 30,525 $1.2M
Norinchukin Bank, The 0.01% Add +0.5% 29,959 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +253.3% 29,444 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -9.3% 29,196 $1.2M
Osmosis Investment Management UK Ltd 0.03% New 27,967 $1.1M
Alerus Financial NA 0.05% New 27,168 $1.1M
Optiver Holding B.V. 0.04% New 26,941 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.11% New 27,408 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +44.6% 26,705 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -0.4% 26,600 $1.1M
XTX Topco Ltd 0.02% Add +96.9% 26,182 $1.0M
Recurrent Investment Advisors LLC 0.06% Add +113.5% 26,095 $1.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -0.3% 25,600 $1.0M
Legacy Wealth Asset Management, LLC 0.25% Add +166.1% 25,511 $1.0M
Engineers Gate Manager LP 0.01% Reduce -84.7% 25,483 $1.0M
Abn Amro Investment Solutions 0.01% New 25,438 $1.0M
Maryland State Retirement & Pension System 0.02% No change 25,321 $1.0M
EDENTREE ASSET MANAGEMENT Ltd 0.30% No change 25,000 $996K
Wharton Business Group, LLC 0.04% Reduce -7.0% 24,862 $991K
National Bank of Canada 0.00% Reduce -91.1% 24,351 $971K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +15.9% 24,280 $968K
New Mexico Educational Retirement Board 0.03% No change 23,985 $956K
Cresset Asset Management, LLC 0.00% New 23,895 $952K
Dynamic Technology Lab Private Ltd 0.15% New 23,704 $945K
Redmond Asset Management, LLC 0.25% Reduce -8.4% 23,312 $929K
Abacus Planning Group, Inc. 0.12% No change 23,066 $919K
TIAA Wealth Investment Management LLC 0.01% — 22,960 $915K
Mercer Global Advisors Inc. 0.00% Add +1.0% 22,374 $892K
Empowered Funds, LLC 0.01% Reduce -34.6% 22,363 $891K
GC Wealth Management RIA, LLC 0.04% Add +24.6% 21,838 $870K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.5% 21,828 $870K
GeoWealth Management, LLC 0.03% Add +26.0% 21,821 $870K
Allspring Global Investments Holdings, LLC 0.00% Add +2.3% 21,632 $868K
Capital International Sarl 0.01% New 21,564 $859K
Ascent Group, LLC 0.03% Add +26.6% 21,495 $857K
MUFG Securities EMEA plc 0.01% No change 21,429 $854K
J. Safra Sarasin Holding AG 0.01% Reduce -17.4% 21,335 $849K
Federation des caisses Desjardins du Quebec 0.00% Add +28.4% 21,017 $838K
NewEdge Wealth, LLC 0.01% Reduce -6.6% 20,753 $827K
Northwestern Mutual Wealth Management Co. 0.00% Add +67.0% 20,737 $826K
Nicholas Hoffman & Company, LLC. 0.02% No change 20,443 $815K
Balefire, LLC 0.15% New 20,396 $813K
Summit Trail Advisors, LLC 0.01% Add +9.2% 19,876 $792K
Saudi Central Bank 0.02% New 19,274 $768K
Assenagon Asset Management S.A. 0.00% Reduce -6.8% 19,191 $765K
Composition Wealth, LLC 0.01% Add +0.7% 18,354 $731K
Creative Planning 0.00% Add +149.3% 18,326 $730K
EFG International AG 0.02% Add +1070.2% 18,313 $730K
Paradigm Capital Management Inc. 0.03% No change 18,180 $724K
Moody National Bank Trust Division 0.07% Reduce -0.9% 18,145 $723K
Allianz Asset Management GmbH 0.00% Reduce -59.9% 18,082 $721K
Truist Financial Corp. 0.00% Add +12.5% 17,894 $713K
Verition Fund Management LLC 0.01% Reduce -81.0% 17,864 $712K
Perpetual Ltd 0.01% Add +8.6% 17,696 $705K
Crossmark Global Holdings, Inc. 0.01% Reduce -10.2% 17,544 $699K
J. Goldman & Co LP 0.03% New 17,500 $697K
Capital Group Private Client Services, Inc. 0.01% Add +18.0% 16,732 $667K
OMERS ADMINISTRATION Corp 0.00% Add +52.6% 16,582 $661K
Farther Finance Advisors, LLC 0.01% Add +659.3% 16,424 $659K
QRG Capital Management, Inc. 0.01% Add +61.7% 16,526 $659K
Merit Financial Group, LLC 0.00% Add +12.1% 16,497 $657K
Burney Co./ 0.02% Reduce -2.4% 16,397 $653K
Trium Capital LLP 0.47% Reduce -30.0% 16,190 $645K
Icon Wealth Advisors, LLC 0.04% No change 16,052 $637K
Janney Montgomery Scott LLC 0.00% Reduce -12.0% 15,914 $634K
Park Avenue Securities LLC 0.00% Add +12.3% 15,857 $632K
North Dakota State Investment Board 0.03% Reduce -15.7% 15,058 $600K
Stance Capital LLC 0.29% Reduce -61.3% 15,045 $600K
Profund Advisors LLC 0.02% Add +16.4% 14,986 $597K
Mufg Securities Americas Inc. 0.04% Add +2.8% 14,455 $576K
Nomura Asset Management International Inc. 0.00% New 14,385 $573K
Prelude Capital Management, LLC 0.04% Add +5.4% 14,341 $571K
Osaic Holdings, Inc. 0.00% Reduce -23.7% 14,310 $570K
Axq Capital, LP 0.07% Add +16.3% 14,127 $563K
Securian Asset Management, Inc. 0.02% Reduce -0.7% 14,099 $562K
V-Square Quantitative Management LLC 0.06% Add +1.6% 13,930 $555K
CenterBook Partners LP 0.03% New 13,921 $555K
Squarepoint Ops LLC 0.00% Reduce -0.2% 13,887 $553K
Sequoia Financial Advisors, LLC 0.00% Add +26.4% 13,837 $551K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 13,710 $546K
Nomura Holdings Inc. 0.00% Add +47.2% 13,642 $544K
Wahed Invest LLC 0.07% Reduce -1.1% 13,575 $541K
Wealthfront Advisers LLC 0.00% Add +37.6% 13,406 $534K
Prosperity Consulting Group, LLC 0.02% Add +14.1% 13,083 $521K
Harbour Capital Advisors, LLC 0.10% New 13,125 $521K
AMG National Trust Bank 0.01% Add +33.0% 12,794 $510K
Weatherly Asset Management L. P. 0.04% Reduce -10.5% 12,769 $509K
Caitong International Asset Management Co., Ltd 0.09% Add +4039.9% 12,751 $508K
DRW Securities, LLC 0.03% New 12,358 $492K
MML Investors Services, LLC 0.00% Reduce -3.8% 12,299 $490K
Praxis Investment Management Inc. 0.03% Reduce -31.7% 12,168 $485K
Wealth Alliance, LLC 0.05% New 11,985 $478K
Mangrove Partners Im, LLC 0.04% New 11,879 $473K
Citizens Financial Group Inc. 0.01% Add +1.8% 11,840 $472K
Peloton Wealth Strategists 0.19% New 11,700 $466K
&partners 0.00% Add +18.9% 11,420 $455K
GAMMA Investing LLC 0.02% Add +179.4% 11,307 $451K
Tower Research Capital LLC (TRC) 0.01% Reduce -5.2% 11,273 $449K
Snowden Capital Advisors LLC 0.01% New 10,979 $438K
626 Financial, LLC 0.19% Reduce -19.9% 10,860 $433K
Capital International, Inc. 0.00% Add +39.1% 10,844 $432K
Ossiam 0.01% Add +83.0% 10,555 $421K
Vestcor Inc 0.01% No change 10,257 $409K
M&T Bank Corp 0.00% Reduce -11.6% 9,972 $398K
EverSource Wealth Advisors, LLC 0.01% Add +63.8% 9,877 $394K
Rockefeller Capital Management L.P. 0.00% Reduce -10.2% 9,681 $386K
Compound Planning, Inc. 0.01% Add +10.2% 9,634 $384K
HB Wealth Management, LLC 0.00% New 9,417 $375K
Balyasny Asset Management L.P. 0.00% Add +20.2% 9,393 $374K
Brown Brothers Harriman & Co. 0.00% Add +248.6% 9,265 $369K
Exchange Traded Concepts, LLC 0.00% Add +346.2% 9,165 $365K
AlphaStar Capital Management, LLC 0.03% New 9,130 $364K
Flagship Harbor Advisors, LLC 0.02% Add +3.4% 9,125 $364K
TCW Group Inc. 0.00% Add +5.1% 8,537 $340K
Moors & Cabot, Inc. 0.01% Reduce -0.1% 8,466 $337K
Evergreen Capital Management LLC 0.01% Reduce -33.1% 8,344 $333K
Asahi Life Asset Management Co., LTD. 0.21% Reduce -25.0% 8,289 $330K
Teacher Retirement System of Texas 0.00% Reduce -54.9% 7,785 $310K
Concentric Capital Strategies, LP 0.03% New 7,370 $294K
LBP Am SA 0.00% Reduce -73.8% 7,365 $293K
Fifth Third Bancorp 0.00% Add +50.1% 7,359 $293K
Pflug Koory, LLC 0.13% No change 7,292 $291K
AlphaGrep UK Ltd 0.09% New 7,277 $290K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% No change 7,207 $287K
Mariner, LLC 0.00% Reduce -64.6% 7,175 $286K
Chicago Capital, LLC 0.01% No change 7,075 $282K
Patten Group, Inc. 0.05% Add +0.2% 7,041 $281K
Caprock Group, LLC 0.01% Add +0.6% 6,853 $273K
Diligent Investors, LLC 0.07% Reduce -9.8% 6,805 $271K
Twinbeech Capital LP 0.03% New 6,700 $267K
Cwm, LLC 0.00% Add +57.1% 6,617 $264K
United Capital Financial Advisors, LLC 0.00% Reduce -11.1% 6,603 $263K
Patton Fund Management, Inc. 0.04% Add +8.2% 6,603 $263K
Farringdon Capital, Ltd. 0.06% New 6,553 $261K
Southern Financial Group, LLC 0.07% Add +12.8% 6,489 $259K
ASR Vermogensbeheer N.V. 0.00% New 6,300 $251K
Aaron Wealth Advisors LLC 0.01% New 6,229 $248K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +666.1% 6,198 $247K
AE Wealth Management LLC 0.00% Reduce -98.3% 6,142 $245K
Trivium Point Advisory, LLC 0.04% Add +17.6% 6,134 $244K
Blair William & Co. 0.00% New 6,064 $242K
Hibernia Wealth Partners, LLC 0.07% Add +2.0% 5,950 $237K
Avanza Fonder AB 0.01% Add +4.5% 5,870 $234K
Blue Trust, Inc. 0.00% Reduce -64.4% 5,791 $231K
Calamos Wealth Management LLC 0.01% New 5,627 $224K
Calamos Advisors LLC 0.00% New 5,627 $224K
Keybank National Association 0.00% New 5,547 $221K
Avise Financial Cooperative, Inc. 0.18% Reduce -0.6% 5,507 $219K
Mirabella Financial Services LLP 0.02% Reduce -54.7% 5,451 $217K
Oak Thistle LLC 0.02% New 5,429 $216K
Harbor Advisors LLC 0.03% No change 5,315 $212K
OneAscent Financial Services LLC 0.01% New 5,238 $209K
Benjamin Edwards Inc. 0.00% New 5,173 $206K
Journey Strategic Wealth LLC 0.01% New 5,155 $205K
Wesbanco Bank Inc. 0.01% New 5,045 $201K
RiverFront Investment Group, LLC 0.00% New 5,034 $201K
US Bancorp \de 0.00% Reduce -44.7% 4,983 $199K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.5% 4,881 $195K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -13.7% 4,808 $192K
Ameritas Investment Partners, Inc. 0.01% No change 4,710 $188K
New Age Alpha Advisors, LLC 0.01% Add +7.8% 4,664 $186K
Cary Street Partners Investment Advisory LLC 0.05% Add +18.7% 4,506 $180K
Arax Advisory Partners 0.00% Add +25.8% 4,131 $167K
CX Institutional 0.01% Add +5.3% 4,096 $163K
Ostrum Asset Management 0.01% Add +1.5% 3,993 $159K
Group One Trading LLC 0.01% New 3,966 $158K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 3,883 $155K
Hughes Financial Services, LLC 0.02% New 3,556 $142K
Citizens National Bank Trust Department 0.02% No change 3,290 $131K
Advisory Services Network, LLC 0.00% New 3,272 $130K
Bessemer Group Inc. 0.00% Add +93.1% 3,208 $128K
Geneos Wealth Management Inc. 0.00% Reduce -1.5% 3,122 $124K
Transamerica Financial Advisors, LLC 0.01% Add +12.6% 3,056 $122K
Allworth Financial LP 0.00% Add +37.8% 3,051 $122K
Richardson Financial Services Inc. 0.07% Add +12.8% 2,990 $119K
Penserra Capital Management LLC 0.00% Add +3.6% 2,917 $115K
Versant Capital Management, Inc 0.01% Add +173.4% 2,849 $114K
Bank & Trust Co 0.07% No change 2,702 $108K
IFP Advisors, Inc 0.00% Add +474.4% 2,671 $106K
Skylands Capital, LLC 0.01% No change 2,617 $104K
Hartford Financial Management Inc. 0.03% No change 2,605 $104K
Siemens Fonds Invest GmbH 0.01% No change 3,181 $94K
Smartleaf Asset Management LLC 0.00% Reduce -15.0% 2,323 $89K
Assetmark, Inc. 0.00% Add +5.0% 2,185 $87K
Cary Street Partners Financial LLC 0.00% Reduce -22.6% 2,120 $84K
TD Private Client Wealth LLC 0.00% Reduce -20.0% 1,958 $78K
Covestor Ltd 0.05% Reduce -15.7% 1,905 $76K
MAI Capital Management 0.00% Add +12.5% 1,725 $69K
McIlrath & Eck, LLC 0.01% Reduce -17.1% 1,680 $67K
Axiom Investment Management LLC 0.05% — 1,554 $62K
CYBER HORNET ETFs LLC 0.04% Add +76.2% 1,434 $58K
Bfsg, LLC 0.01% No change 1,415 $56K
Huntington National Bank 0.00% Add +34.8% 1,371 $55K
TD Waterhouse Canada Inc. 0.00% Add +99.5% 1,277 $51K
Lanark Financial, Inc. 0.00% Add +0.3% 1,199 $48K
Bayforest Capital Ltd 0.05% New 1,157 $46K
Signaturefd, LLC 0.00% Add +241.3% 1,058 $42K
Oakworth Capital, Inc. 0.00% No change 1,000 $40K
Parallel Advisors, LLC 0.00% Add +14.5% 933 $37K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 920 $37K
McMillan Office, Inc. 0.00% No change 911 $36K
Tiaa Trust, National Association 0.00% Reduce -99.6% 899 $36K
Rothschild Investment LLC 0.00% Add +235.2% 895 $36K
Quadrant Capital Group LLC 0.00% Add +5786.7% 883 $35K
Rexford Capital Inc. 0.02% No change 800 $32K
NewEdge Advisors, LLC 0.00% Add +29.2% 779 $31K
Root Financial Partners, LLC 0.00% Add +187.6% 768 $31K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% Add +1.8% 746 $30K
Sarver Vrooman Wealth Advisors 0.02% No change 712 $28K
Twin Lakes Capital Management, LLC 0.01% No change 699 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.1% 693 $28K
Tsfg, LLC 0.00% No change 672 $27K
First United Bank & Trust 0.01% No change 675 $27K
Manchester Capital Management LLC 0.00% Add +22.4% 655 $26K
Ancora Advisors LLC 0.00% Reduce -37.4% 655 $26K
Cromwell Holdings LLC 0.01% Add +11.3% 612 $24K
Raiffeisen Bank International AG 0.00% Add +81.7% 605 $23K
Kimelman & Baird, LLC 0.00% Reduce -93.3% 550 $22K
Medallion Wealth Advisors, LLC 0.01% No change 520 $21K
Strategic Wealth Partners, Ltd. 0.00% No change 498 $20K
Armstrong Advisory Group, Inc. 0.00% No change 471 $19K
Salomon & Ludwin, LLC 0.00% New 465 $18K
Deseret Mutual Benefit Administrators 0.01% New 454 $18K
Mather Group, Llc. 0.00% New 436 $17K
SOA Wealth Advisors, LLC. 0.00% Add +0.0% 400 $16K
Meeder Asset Management Inc. 0.00% Add +60.7% 397 $16K
Parkside Financial Bank & Trust 0.00% Add +14.1% 396 $16K
CVA Family Office, LLC 0.00% Add +2337.5% 390 $16K
Harbour Investments, Inc. 0.00% Add +34.6% 385 $15K
Creative Financial Designs Inc. 0.00% No change 381 $15K
NBT Bank, N.A. 0.00% Add +812.8% 356 $14K
Essential Partners LLC 0.00% Reduce -38.8% 352 $14K
Larson Financial Group LLC 0.00% Add +55.4% 331 $13K
UMB Bank, n.a. 0.00% Add +49.1% 328 $13K
Rossby Financial, LCC 0.00% Add +21.4% 323 $13K
Sapience Investments, LLC 1.64% Reduce -98.1% 318 $13K
HHM Wealth Advisors, LLC 0.00% New 313 $12K
Farmers & Merchants Investments Inc. 0.00% No change 313 $12K
Monetary Management Group Inc. 0.00% No change 300 $12K
Pinnacle Bancorp, Inc. 0.00% No change 297 $12K
Quarry LP 0.00% Add +161.1% 282 $11K
Heritage Wealth Advisors 0.00% New 263 $10K
Whipplewood Advisors, LLC 0.01% Add +2400.0% 250 $10K
Smallwood Wealth Investment Management, LLC 0.01% No change 248 $10K
Beaird Harris Wealth Management, LLC 0.00% No change 234 $9K
SHP Wealth Management 0.00% Reduce -23.3% 230 $9K
Wilmington Savings Fund Society, FSB 0.00% Reduce -70.4% 226 $9K
Financial Perspectives, Inc 0.00% No change 224 $9K
Fortitude Family Office, LLC 0.00% Add +294.4% 213 $8K
Kemnay Advisory Services Inc. 0.00% New 210 $8K
Zions Bancorporation, National Association 0.00% Reduce -94.3% 195 $8K
Atlantic Union Bankshares Corp 0.00% No change 190 $8K
Timothy G. Youngquist 2020 Irrevocable Trust 0.00% New 183 $7K
GW&K Investment Management, LLC 0.00% Add +16.1% 187 $7K
Westfuller Advisors, LLC 0.00% Add +1.2% 174 $7K
WPG Advisers, LLC 0.01% Reduce -9.0% 172 $7K
Prosperity Bancshares Inc 0.01% No change 171 $7K
Eastern Bank 0.00% No change 156 $6K
Delta Asset Management LLC 0.00% No change 150 $6K
SBI Securities Co., Ltd. 0.00% Reduce -27.0% 149 $6K
Key Capital Management, INC 0.00% Add +302.9% 141 $6K
JFS Wealth Advisors, LLC 0.00% Add +39.8% 137 $5K
Clearstead Advisors, LLC 0.00% Reduce -89.8% 135 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +166.0% 133 $5K
Pin Oak Investment Advisors Inc. 0.00% No change 115 $5K
Bell Investment Advisors, Inc 0.00% Add +720.0% 123 $5K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 121 $5K
Key Financial Inc 0.00% No change 117 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 113 $5K
SJS Investment Consulting Inc. 0.00% Reduce -23.6% 113 $5K
Horizon Financial Services, LLC 0.00% Add +197.3% 110 $4K
St. Johns Investment Management Company, LLC 0.00% No change 110 $4K
Private Trust Co. NA 0.00% Add +11.3% 108 $4K
Abound Wealth Management 0.00% Add +18.8% 101 $4K
Colonial Trust Co / SC 0.00% No change 99 $4K
Nemes Rush Group LLC 0.00% New 95 $4K
Bartlett & Co. Wealth Management LLC 0.00% Add +11.9% 94 $4K
Twin Peaks Wealth Advisors, LLC 0.00% New 87 $3K
Cornerstone Planning Group LLC 0.00% Add +135.1% 87 $3K
Summit Securities Group LLC 0.00% Reduce -88.9% 86 $3K
North Star Investment Management Corp. 0.00% No change 86 $3K
Cullen/Frost Bankers, Inc. 0.00% Add +1.2% 86 $3K
MV Capital Management, Inc. 0.00% Add +19.7% 85 $3K
Bruce G. Allen Investments, LLC 0.00% New 83 $3K
Clearstead Trust, LLC 0.00% Add +1975.0% 83 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 84 $3K
IMA Advisory Services, Inc. 0.00% Reduce -90.3% 72 $3K
Rialto Wealth Management, LLC 0.00% Add +438.5% 70 $3K
True Wealth Design, LLC 0.00% Add +10.2% 65 $3K
Hilton Head Capital Partners, LLC 0.00% Reduce -3.0% 64 $3K
Quent Capital, LLC 0.00% No change 62 $2K
Ascentis Independent Advisors 0.00% New 61 $2K
Signature Equity Partners, LLC 0.00% Add +13.2% 60 $2K
DT Investment Partners, LLC 0.00% No change 60 $2K
Maseco LLP 0.00% No change 56 $2K
Highline Wealth Partners LLC 0.00% New 53 $2K
Prestige Wealth Management Group LLC 0.00% Reduce -99.2% 51 $2K
Avion Wealth 0.00% Add +30.0% 52 $2K
Raffa Wealth Management, LLC 0.00% Add +4.5% 46 $2K
Elevation Wealth Partners, LLC 0.00% Add +144.4% 44 $2K
Sunrise Financial Services, LLC 0.00% No change 42 $2K
Aspect Partners, LLC 0.00% Add +10.5% 42 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +105.0% 41 $2K
Addison Advisors LLC 0.00% No change 40 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +116.7% 39 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +63.6% 36 $1K
Bogart Wealth, LLC 0.00% New 34 $1K
JPL Wealth Management, LLC 0.00% New 33 $1K
Clayton Financial Group LLC 0.00% No change 32 $1K
Retirement Wealth Solutions LLC 0.00% Add +138.5% 31 $1K
Wall Street Financial Group, Inc. 0.00% New 31 $1K
Groupe la Francaise 0.00% No change 36 $1K
American Capital Advisory, LLC 0.00% Add +107.7% 27 $1K
Washington Trust Advisors, Inc. 0.00% New 27 $1K
Burk Holdings LLC 0.00% New 26 $1K
Kilter Group LLC 0.00% No change 25 $997
Silicon Valley Capital Partners 0.00% New 24 $968
Boyd Watterson Asset Management LLC 0.00% No change 23 $917
Curio Wealth, LLC 0.00% Add +53.3% 23 $917
Sunbelt Securities, Inc. 0.00% New 23 $917
AdvisorNet Financial, Inc 0.00% New 22 $877
1015 Capital Partners, LLC 0.00% Add +66.7% 20 $797
First Command Advisory Services, Inc. 0.00% No change 19 $757
Spire Wealth Management 0.00% Reduce -89.7% 19 $757
Quaker Wealth Management, LLC 0.00% Add +70.0% 17 $678
Principia Wealth Advisory, LLC 0.00% Add +325.0% 17 $677
Portus Wealth Advisors, LLC 0.00% New 15 $598
Activest Wealth Management 0.00% Add +50.0% 15 $598
Vermillion Wealth Management, Inc. 0.00% New 14 $558
Valued Wealth Advisors LLC 0.00% No change 13 $519
CENTRAL TRUST Co 0.00% No change 12 $479
HFM Investment Advisors, LLC 0.00% Add +71.4% 12 $478
Financial Management Professionals, Inc. 0.00% New 12 $478
TopTier Wealth Management, LLC 0.00% New 10 $399
Harbor Investment Advisory, LLC 0.00% Reduce -75.0% 10 $399
Destiny Wealth Partners, LLC 0.00% New 10 $399
Davis Capital Management 0.00% New 8 $319
Investors Portfolio Services LLC 0.00% New 7 $283
CoreCap Advisors, LLC 0.00% No change 7 $279
Wealth Preservation Advisors, LLC 0.00% No change 6 $239
Dogwood Wealth Management LLC 0.00% New 6 $239
Trust Co. of Toledo NA 0.00% No change 6 $239
MidFirst Bank 0.00% New 5 $199
Cassaday & Co Wealth Management LLC 0.00% New 3 $120
Walleye Capital LLC 0.00% New 2 $80

"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.