Smurfit WestrockSW
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $823.7M |
| Exits | 71 | $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.