Smurfit WestrockSW
13F holders, Q2 2026 (June 30)640holders +24
94new positions
69sold out
6famous investors
$46.14avg. 13F price*
At the end of Q2 2026, 640 institutions reported holding Smurfit Westrock PLC (SW) in their 13F filings, up 24 from Q1 2026. 94 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($2.1B), Capital Research Global Investors ($2.0B) and Vanguard Capital Management LLC ($1.6B). 6 famous investors held it, including George Soros (1.2% of Soros Fund Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $775.3M |
| Exits | 69 | $124.3M |
All 13F filers, Q1 2026 → Q2 2026: 50,109,487 shares bought and 34,751,548 shares sold, net +15,357,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 640 holders
| BlackRock, Inc. | 0.03% | Add +1.5% | 45,496,899 | $2.1B |
| Capital Research Global Investors | 0.28% | Add +9.4% | 42,634,328 | $2.0B |
| Vanguard Capital Management LLC | 0.03% | Add +0.8% | 34,245,410 | $1.6B |
| State Street Corp. | 0.04% | Add +11.1% | 28,063,403 | $1.3B |
| Nuveen, LLC | 0.27% | Add +0.9% | 24,812,775 | $1.1B |
| Vanguard Portfolio Management LLC | 0.05% | Add +0.2% | 24,357,234 | $1.1B |
| Capital World Investors | 0.09% | Add +24.1% | 15,472,417 | $715.8M |
| Causeway Capital Management LLC | 7.53% | Reduce -3.4% | 15,039,041 | $695.7M |
| Geode Capital Management, LLC | 0.04% | Add +1.9% | 14,544,325 | $670.3M |
| Franklin Resources Inc. | 0.14% | Add +4.0% | 13,455,443 | $622.4M |
| Invesco Ltd. | 0.04% | Add +7.4% | 11,433,276 | $528.9M |
| Ameriprise Financial Inc. | 0.09% | Add +15.8% | 9,947,344 | $460.2M |
| Bank of New York Mellon Corp | 0.08% | Add +12.3% | 9,903,796 | $458.1M |
| Norges Bank | 0.05% | — | 9,884,546 | $454.8M |
| Morgan Stanley | 0.02% | Add +29.1% | 7,707,307 | $356.5M |
| FMR LLC | 0.02% | Reduce -25.7% | 7,499,469 | $346.9M |
| Goldman Sachs Group Inc. | 0.04% | Add +21.9% | 7,286,056 | $337.1M |
| Deutsche Bank AG | 0.09% | Add +4.4% | 6,817,187 | $315.4M |
| Orbis Allan Gray Ltd | 0.94% | Reduce -57.3% | 5,881,487 | $272.1M |
| Bank of America Corp. | 0.02% | Add +5.5% | 5,758,154 | $266.4M |
| Nordea Investment Management AB | 0.20% | Reduce -9.9% | 5,423,106 | $247.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.19% | Reduce -50.3% | 5,312,463 | $245.7M |
| Trinity Street Asset Management LLP | 12.53% | New | 5,261,555 | $243.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.6% | 5,215,798 | $241.3M |
| Northern Trust Corp. | 0.03% | Add +1.8% | 4,789,400 | $221.6M |
| Canada Pension Plan Investment Board | 0.12% | Add +23.5% | 4,639,784 | $214.6M |
| Legal & General Group Plc | 0.04% | Reduce -0.6% | 4,458,285 | $205.1M |
| UBS Group AG | 0.03% | Reduce -8.7% | 3,654,960 | $169.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 3,653,945 | $169.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.0% | 3,219,792 | $148.7M |
| Amundi | 0.03% | Reduce -24.1% | 3,008,141 | $139.2M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +0.1% | 2,944,266 | $136.2M |
| AQR Capital Management | 0.04% | Reduce -44.4% | 2,802,631 | $127.4M |
| Maple Rock Capital Partners Inc. | 2.37% | New | 2,608,298 | $120.7M |
| Ruffer LLP | 3.98% | Reduce -12.5% | 2,438,889 | $112.7M |
| Thompson Siegel & Walmsley LLC | 2.00% | Reduce -2.1% | 2,394,335 | $110.8M |
| Mirova US LLC | 1.18% | New | 2,363,387 | $109.3M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -14.2% | 2,049,143 | $96.2M |
| Citadel Advisors | 0.05% | Add +306.2% | 2,017,654 | $93.3M |
| Jupiter Topco LLC | 0.04% | — | 1,967,204 | $91.0M |
| Alberta Investment Management Corp | 0.57% | Reduce -0.7% | 1,930,917 | $89.3M |
| BNP Paribas Financial Markets | 0.05% | Add +46.9% | 1,911,445 | $88.4M |
| American Century Companies Inc. | 0.04% | Add +240.7% | 1,877,399 | $86.8M |
| Sound Shore Management Inc | 2.61% | Add +21.6% | 1,835,817 | $84.9M |
| Royal Bank of Canada | 0.01% | Reduce -0.9% | 1,803,602 | $83.4M |
| First Trust Advisors LP | 0.05% | Add +2.9% | 1,801,677 | $83.3M |
| Citigroup Inc. | 0.04% | Reduce -11.7% | 1,725,932 | $79.8M |
| Polaris Capital Management, LLC | 7.13% | Add +19.7% | 1,635,802 | $75.7M |
| Alliancebernstein L.P. | 0.02% | Reduce -5.8% | 1,759,841 | $70.1M |
| Soros Fund Management | 1.22% | Reduce -40.0% | 1,512,798 | $70.0M |
| Sei Investments Co. | 0.06% | Reduce -0.8% | 1,485,176 | $68.7M |
| HSBC Holdings PLC | 0.03% | Add +33.9% | 1,486,681 | $68.6M |
| Swiss National Bank | 0.04% | Reduce -3.5% | 1,478,797 | $68.4M |
| Russell Investments Group, Ltd. | 0.06% | Add +53.5% | 1,414,797 | $65.4M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -2.3% | 1,386,738 | $64.2M |
| Cullen Capital Management, LLC | 0.62% | Add +9.1% | 1,359,382 | $62.9M |
| Vontobel Holding Ltd. | 0.21% | Add +9.6% | 1,340,615 | $62.0M |
| Millennium Management | 0.04% | New | 1,307,410 | $60.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +15.6% | 1,298,861 | $60.1M |
| Man Group plc | 0.11% | Add +78.8% | 1,295,906 | $59.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +9.3% | 1,282,728 | $59.3M |
| Aviva PLC | 0.08% | Add +0.3% | 1,216,863 | $55.0M |
| Van Eck Associates Corp. | 0.03% | Add +51.3% | 1,171,097 | $54.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | Add +13.2% | 1,168,293 | $54.0M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -0.9% | 1,151,823 | $53.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -3.4% | 1,139,192 | $52.7M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -12.0% | 1,072,033 | $49.6M |
| Barclays PLC | 0.01% | Reduce -37.2% | 1,011,974 | $46.8M |
| Rhumbline Advisers | 0.03% | Add +0.6% | 936,821 | $43.3M |
| KBC Group NV | 0.09% | Reduce -2.0% | 857,196 | $39.7M |
| Holowesko Partners Ltd. | 9.88% | Add +83.8% | 844,000 | $39.0M |
| Oslo Pensjonsforsikring AS | 4.46% | Add +0.1% | 839,077 | $38.8M |
| Federated Hermes, Inc. | 0.05% | Add +2432.2% | 811,008 | $37.5M |
| Engineers Gate Manager LP | 0.47% | Add +2986.4% | 786,518 | $36.4M |
| Patten & Patten Inc. | 1.89% | Reduce -0.2% | 772,292 | $35.7M |
| Lakewood Capital Management, LP | 1.75% | Add +7.7% | 727,897 | $33.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +397.9% | 731,028 | $33.6M |
| Savant Capital, LLC | 0.10% | Add +67.9% | 785,695 | $33.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.6% | 715,783 | $33.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.2% | 702,966 | $32.5M |
| Brown Advisory Inc. | 0.05% | Add +8.7% | 673,494 | $31.2M |
| Eurizon Capital SGR S.p.A. | 0.08% | Add +36.6% | 664,247 | $30.7M |
| Wellington Management Group LLP | 0.01% | Add +38.2% | 662,595 | $30.7M |
| Alps Advisors Inc. | 0.14% | Reduce -1.7% | 651,233 | $30.1M |
| Exane Asset Management | 10.68% | Reduce -33.2% | 558,692 | $29.5M |
| FIL Ltd | 0.02% | Reduce -44.9% | 637,433 | $29.5M |
| California State Teachers Retirement System | 0.03% | Add +0.9% | 609,071 | $28.2M |
| Lazard Freres Gestion S.A.S. | 0.49% | New | 608,900 | $28.2M |
| Compagnie Lombard Odier SCmA | 0.30% | Reduce -2.4% | 606,042 | $28.0M |
| California Public Employees Retirement System | 0.02% | Reduce -28.8% | 603,796 | $27.9M |
| Triodos Investment Management BV | 1.65% | New | 586,314 | $27.1M |
| Gotham Asset Management | 0.06% | Reduce -16.7% | 583,204 | $27.0M |
| AE Wealth Management LLC | 0.12% | Add +9240.4% | 573,686 | $26.5M |
| Salem Investment Counselors Inc. | 0.64% | Reduce -1.5% | 562,063 | $26.0M |
| Wells Fargo & Company | 0.00% | Add +44.6% | 547,539 | $25.3M |
| Evelyn Partners Group Ltd | 0.44% | — | 546,588 | $25.3M |
| Bank of Montreal | 0.01% | Reduce -28.3% | 523,612 | $24.2M |
| Verbena Value LP | 3.94% | Reduce -52.1% | 515,100 | $23.8M |
| Panagora Asset Management Inc. | 0.07% | New | 507,706 | $23.5M |
| Redwood Grove Capital, LLC | 5.87% | Add +11.3% | 500,636 | $23.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -17.9% | 479,695 | $22.2M |
| Premier Fund Managers Ltd | 1.99% | New | 476,031 | $22.0M |
| Bridgewater Associates | 0.09% | New | 471,953 | $21.8M |
| Cambiar Investors LLC | 0.93% | Add +13.4% | 463,154 | $21.4M |
| Arnhold LLC | 1.48% | Reduce -1.0% | 457,931 | $21.2M |
| Victory Capital Management Inc. | 0.01% | Add +23.3% | 423,653 | $19.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -2.6% | 420,660 | $19.5M |
| Royal London Asset Management Ltd. | 0.04% | Reduce -0.0% | 419,289 | $19.4M |
| Quantinno Capital Management LP | 0.02% | Add +14.8% | 411,196 | $19.0M |
| Aberdeen Group plc | 0.03% | Add +19.1% | 404,826 | $18.7M |
| Artemis Investment Management LLP | 0.16% | Add +34.6% | 392,259 | $18.1M |
| Natixis Advisors, LLC | 0.02% | Add +14.4% | 388,418 | $18.0M |
| Vident Advisory, LLC | 0.13% | Add +10.4% | 363,453 | $16.8M |
| Lansdowne Partners (uk) LLP | 0.66% | Reduce -81.4% | 347,795 | $16.1M |
| ExodusPoint Capital Management, LP | 0.14% | Reduce -50.2% | 336,857 | $15.6M |
| South Dakota Investment Council | 0.27% | Add +4.7% | 336,694 | $15.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -5.5% | 335,349 | $15.5M |
| Marathon Asset Management Ltd | 0.61% | Add +6.4% | 322,275 | $14.9M |
| Bank of Nova Scotia | 0.02% | New | 320,200 | $14.8M |
| TD Asset Management Inc | 0.01% | Add +2.9% | 315,194 | $14.6M |
| Ramirez Asset Management, Inc. | 1.51% | Reduce -0.9% | 312,251 | $14.4M |
| Sycomore Asset Management | 1.50% | No change | 488,737 | $14.0M |
| Credit Agricole S A | 0.03% | Add +56.8% | 295,644 | $13.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -48.0% | 288,442 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.0% | 287,785 | $13.3M |
| Mackenzie Financial Corp. | 0.01% | Add +38.9% | 930,572 | $13.0M |
| State of Wisconsin Investment Board | 0.03% | Add +0.0% | 279,754 | $12.9M |
| Braun Stacey Associates Inc. | 0.36% | New | 278,030 | $12.9M |
| Banque Pictet & Cie SA | 0.13% | Reduce -16.7% | 268,895 | $12.4M |
| Foresight Group Ltd Liability Partnership | 2.24% | New | 270,883 | $12.4M |
| M&G PLC | 0.06% | Add +16.4% | 270,113 | $12.4M |
| Vanguard Investments Australia, Ltd. | 0.03% | Add +2.5% | 266,287 | $12.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +96.9% | 266,845 | $12.1M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.6% | 258,645 | $12.0M |
| Jones Financial Companies LLLP | 0.00% | Add +16.6% | 252,112 | $11.8M |
| MetLife Investment Management, LLC | 0.05% | Add +0.5% | 243,822 | $11.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +5.2% | 243,730 | $11.3M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +0.5% | 227,829 | $10.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -0.3% | 222,490 | $10.3M |
| LPL Financial LLC | 0.00% | Add +20.4% | 221,201 | $10.2M |
| New York State Common Retirement Fund | 0.01% | Add +0.2% | 219,734 | $10.2M |
| Asset Management One Co., Ltd. | 0.03% | Add +2.7% | 219,428 | $10.2M |
| Worldquant Millennium Advisors LLC | 0.03% | Reduce -55.9% | 218,923 | $10.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +3.8% | 217,066 | $10.0M |
| Stifel Financial Corp. | 0.01% | Add +126.6% | 216,516 | $10.0M |
| Albar Capital Partners LLP | 1.30% | New | 215,662 | $10.0M |
| Tredje AP-fonden | 0.04% | Add +8.9% | 211,458 | $9.8M |
| GAM Holding AG | 0.73% | Add +13.4% | 206,576 | $9.6M |
| KLP Kapitalforvaltning As | 0.03% | No change | 205,071 | $9.5M |
| Letko, Brosseau & Associates Inc. | 0.14% | Add +112.9% | 204,184 | $9.4M |
| Storebrand Asset Management As | 0.02% | Reduce -5.4% | 199,618 | $9.2M |
| Handelsbanken Fonder AB | 0.03% | Add +23.4% | 194,600 | $9.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.9% | 187,446 | $8.7M |
| ABN AMRO Bank N.V. | 0.11% | Reduce -0.8% | 181,633 | $8.4M |
| Polar Asset Management Partners Inc. | 0.20% | New | 177,900 | $8.2M |
| ASR Vermogensbeheer N.V. | 0.08% | Add +2717.0% | 177,471 | $8.2M |
| State of Tennessee, Department of Treasury | 0.02% | Add +37.8% | 175,266 | $8.1M |
| Davidson Kempner Capital Management LP | 0.20% | New | 175,000 | $8.1M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -2.6% | 173,842 | $8.0M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +0.7% | 169,780 | $7.9M |
| Public Employees Retirement System of Ohio | 0.02% | Add +3.4% | 161,792 | $7.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | No change | 160,000 | $7.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -7.9% | 157,783 | $7.3M |
| Private Management Group Inc. | 0.19% | Reduce -1.7% | 157,249 | $7.3M |
| Van Den Berg Management I, Inc. | 1.53% | Reduce -2.5% | 156,841 | $7.3M |
| Kwmg, LLC | 0.52% | Add +3.7% | 154,330 | $7.1M |
| Mn Services Vermogensbeheer B.V. | 0.05% | New | 152,700 | $7.1M |
| National Bank of Canada | 0.01% | Add +524.8% | 152,149 | $7.0M |
| Arizona State Retirement System | 0.04% | Add +5.9% | 150,310 | $7.0M |
| State of Michigan Retirement System | 0.03% | Add +2.0% | 149,564 | $6.9M |
| Czech National Bank | 0.04% | Add +4.9% | 149,283 | $6.9M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -15.6% | 144,567 | $6.7M |
| Clearbridge Investments, LLC | 0.01% | Add +73.3% | 141,845 | $6.6M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +0.3% | 140,975 | $6.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.1% | 138,634 | $6.4M |
| CIBC Asset Management Inc | 0.01% | Add +2.8% | 138,455 | $6.4M |
| Mediolanum International Funds Ltd | 0.05% | Add +1.8% | 137,247 | $6.3M |
| Sound Income Strategies, LLC | 0.28% | Add +1.0% | 135,161 | $6.3M |
| Rokos Capital Management LLP | 0.08% | Add +34.6% | 134,649 | $6.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -9.0% | 133,681 | $6.2M |
| Voya Investment Management LLC | 0.01% | Reduce -5.8% | 126,867 | $5.9M |
| DNB Asset Management AS | 0.02% | Add +2.1% | 126,078 | $5.8M |
| Beverly Hills Private Wealth, LLC | 1.11% | Add +27.7% | 123,600 | $5.7M |
| Logan Capital Management Inc. | 0.21% | — | 122,756 | $5.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +13.4% | 117,945 | $5.5M |
| National Pension Service | 0.00% | Add +23.6% | 117,534 | $5.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -16.8% | 117,389 | $5.4M |
| Metis Global Partners, LLC | 0.12% | Add +30.6% | 116,237 | $5.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -4.8% | 115,840 | $5.4M |
| Woodline Partners LP | 0.02% | Add +11.9% | 114,459 | $5.3M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -13.4% | 110,643 | $5.1M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.7% | 110,179 | $5.1M |
| SEB Asset Management AB | 0.02% | Add +5.9% | 109,379 | $5.1M |
| IFM Investors Pty Ltd | 0.03% | Reduce -8.5% | 108,116 | $5.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +3.1% | 108,074 | $5.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +15.9% | 106,795 | $4.9M |
| Jain Global LLC | 0.06% | New | 105,806 | $4.9M |
| Timucuan Asset Management Inc. | 0.18% | No change | 105,000 | $4.9M |
| Walleye Trading LLC | 0.07% | New | 102,592 | $4.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.2% | 101,604 | $4.7M |
| APG Asset Management N.V. | 0.01% | Reduce -16.8% | 115,114 | $4.7M |
| Clearline Capital LP | 0.30% | No change | 99,688 | $4.6M |
| ProShare Advisors LLC | 0.01% | Add +4.4% | 98,797 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +563.9% | 95,002 | $4.4M |
| Old North State Wealth Management, LLC | 1.87% | Add +9.4% | 94,495 | $4.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.32% | Reduce -62.5% | 92,823 | $4.3M |
| Amalgamated Bank | 0.03% | Reduce -2.6% | 92,547 | $4.3M |
| Xponance LLC | 0.03% | Reduce -21.9% | 90,603 | $4.2M |
| Public Sector Pension Investment Board | 0.01% | Add +1.2% | 85,186 | $3.9M |
| Danske Bank A/S | 0.01% | Reduce -12.0% | 85,088 | $3.9M |
| NEOS Investment Management LLC | 0.01% | Add +13.3% | 84,668 | $3.9M |
| IMC-Chicago, LLC | 0.04% | New | 83,818 | $3.9M |
| Synergy Asset Management, LLC | 0.36% | Reduce -12.5% | 82,671 | $3.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.02% | Add +3.4% | 81,700 | $3.8M |
| Guggenheim Capital LLC | 0.02% | Add +23.8% | 81,561 | $3.8M |
| Utah Retirement Systems | 0.03% | Reduce -6.9% | 79,303 | $3.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +9.2% | 78,583 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -2.1% | 77,969 | $3.6M |
| Sage Capital Advisors,llc | 0.75% | Reduce -0.4% | 77,884 | $3.6M |
| Heights Point Management, LP | 2.79% | New | 75,720 | $3.5M |
| Advisors Preferred, LLC | 0.53% | Add +14.5% | 75,037 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +29.4% | 74,029 | $3.4M |
| Korea Investment CORP | 0.01% | Reduce -75.3% | 73,897 | $3.4M |
| AlTi Global, Inc. | 0.07% | New | 72,088 | $3.3M |
| Balyasny Asset Management L.P. | 0.01% | Add +657.8% | 71,184 | $3.3M |
| SWS Partners | 0.68% | Reduce -1.8% | 67,934 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +12.0% | 65,865 | $3.0M |
| STRS Ohio | 0.01% | Add +2.4% | 64,865 | $3.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +7.9% | 64,445 | $3.0M |
| Bank Pictet & Cie (Europe) AG | 0.06% | Reduce -21.1% | 63,964 | $3.0M |
| Allstate Corp. | 0.03% | Add +1.1% | 63,744 | $2.9M |
| DAVENPORT & Co LLC | 0.01% | Add +1.4% | 63,542 | $2.9M |
| BIP Wealth, LLC | 0.08% | Add +0.1% | 62,038 | $2.9M |
| Agman Capital LLC | 1.81% | No change | 62,026 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.2% | 63,623 | $2.8M |
| Rathbones Group PLC | 0.01% | Reduce -14.5% | 59,827 | $2.8M |
| Pacer Advisors, Inc. | 0.01% | Add +38.7% | 59,679 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.42% | Add +42.4% | 59,544 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 58,793 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -64.4% | 57,323 | $2.7M |
| Alerus Financial NA | 0.11% | Add +102.0% | 54,878 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.7% | 54,450 | $2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +73.0% | 54,126 | $2.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.8% | 54,016 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 52,316 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.9% | 51,388 | $2.4M |
| Flputnam Investment Management Co. | 0.03% | Add +5.4% | 49,236 | $2.3M |
| PEAK6 LLC | 0.06% | New | 49,189 | $2.3M |
| Diversified Trust Co. | 0.04% | Add +9.2% | 48,885 | $2.3M |
| CI Investments Inc. | 0.01% | Reduce -43.5% | 48,770 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -2.2% | 47,937 | $2.2M |
| Rafferty Asset Management, LLC | 0.00% | Add +28.2% | 46,849 | $2.2M |
| Broyhill Asset Management, LLC | 1.86% | Add +2.8% | 45,109 | $2.1M |
| Swedbank AB | 0.00% | No change | 44,304 | $2.0M |
| Macquarie Group Ltd. | 0.01% | Add +7.2% | 42,604 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 41,368 | $1.9M |
| Adams Natural Resources Fund, Inc. | 0.25% | No change | 41,300 | $1.9M |
| Mizuho Securities USA LLC | 0.03% | Add +30.0% | 41,060 | $1.9M |
| Howard Capital Management, LLC | 0.02% | New | 39,957 | $1.8M |
| Abn Amro Investment Solutions | 0.02% | Add +55.2% | 39,489 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +3.8% | 38,880 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -24.3% | 38,418 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +24.2% | 38,034 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +65.2% | 36,968 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +10.6% | 36,931 | $1.7M |
| Banque Cantonale Vaudoise | 0.07% | Reduce -12.4% | 36,915 | $1.7M |
| Saudi Central Bank | 0.02% | Add +90.4% | 36,698 | $1.7M |
| Fruth Investment Management | 0.40% | Reduce -1.4% | 36,537 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +647.1% | 36,468 | $1.7M |
| Mainstay Capital Management LLC | 0.12% | Add +3.0% | 35,806 | $1.7M |
| Callan Family Office, LLC | 0.03% | Add +16.6% | 35,588 | $1.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +17.8% | 34,400 | $1.6M |
| Investment Management Corp of Ontario | 0.02% | Reduce -25.1% | 33,440 | $1.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.05% | Reduce -35.7% | 32,911 | $1.5M |
| Kentucky Retirement Systems | 0.04% | New | 32,889 | $1.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.1% | 32,789 | $1.5M |
| J. Goldman & Co LP | 0.05% | Add +86.5% | 32,645 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 32,382 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -23.1% | 32,354 | $1.5M |
| XTX Topco Ltd | 0.02% | Add +22.2% | 32,003 | $1.5M |
| Horizon Investments, LLC | 0.02% | Reduce -86.6% | 31,970 | $1.5M |
| Investors Research Corp | 0.26% | No change | 31,620 | $1.5M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -13.3% | 31,605 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.32% | Add +23.1% | 31,416 | $1.5M |
| McKinney Capital Management, LLC | 0.57% | New | 31,337 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 30,586 | $1.4M |
| Profund Advisors LLC | 0.04% | Add +104.0% | 30,577 | $1.4M |
| Tidal Investments LLC | 0.00% | Reduce -16.9% | 30,514 | $1.4M |
| Norinchukin Bank, The | 0.01% | Add +0.5% | 30,110 | $1.4M |
| Paragon Capital Management Inc. | 1.04% | Reduce -2.0% | 30,084 | $1.4M |
| Creative Planning | 0.00% | Add +64.1% | 30,071 | $1.4M |
| Levin Capital Strategies, L.P. | 0.09% | New | 30,000 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +39.1% | 29,231 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.7% | 29,168 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -5.8% | 29,012 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +34.3% | 29,044 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.0% | 28,852 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -44.4% | 28,821 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | Add +8.8% | 27,552 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.8% | 26,800 | $1.2M |
| Empowered Funds, LLC | 0.01% | Add +18.4% | 26,484 | $1.2M |
| Ascent Group, LLC | 0.04% | Add +21.6% | 26,144 | $1.2M |
| Turim 21 Investimentos Ltda. | 0.20% | No change | 14,705 | $1.2M |
| Recurrent Investment Advisors LLC | 0.07% | No change | 26,095 | $1.2M |
| MYDA Advisors LLC | 0.29% | New | 26,000 | $1.2M |
| New Mexico Educational Retirement Board | 0.03% | Add +8.3% | 25,985 | $1.2M |
| Access Investment Management LLC | 0.30% | Reduce -82.4% | 25,675 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 25,600 | $1.2M |
| Nomura Holdings Inc. | 0.01% | Add +86.7% | 25,469 | $1.2M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +4.0% | 25,259 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | Add +31.4% | 25,213 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -70.3% | 25,166 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +81.1% | 25,145 | $1.2M |
| Manning & Napier Advisors LLC | 0.01% | Reduce -63.3% | 25,098 | $1.2M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.35% | No change | 25,000 | $1.2M |
| Wharton Business Group, LLC | 0.04% | Reduce -1.8% | 24,424 | $1.1M |
| GC Wealth Management RIA, LLC | 0.06% | Add +10.0% | 24,018 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +9.7% | 23,937 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.3% | 23,411 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +16.9% | 23,228 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.0% | 23,196 | $1.1M |
| MASTERINVEST Kapitalanlage GmbH | 0.09% | Reduce -15.4% | 23,187 | $1.1M |
| Redmond Asset Management, LLC | 0.27% | Reduce -0.8% | 23,136 | $1.1M |
| Abacus Planning Group, Inc. | 0.13% | Add +0.2% | 23,118 | $1.1M |
| Lazard Asset Management LLC | 0.00% | New | 22,455 | $1.0M |
| AustralianSuper Pty Ltd | 0.00% | Reduce -46.9% | 21,998 | $1.0M |
| Ossiam | 0.01% | Add +104.5% | 21,580 | $998K |
| Capital International Sarl | 0.01% | Reduce -2.5% | 21,032 | $973K |
| NewEdge Wealth, LLC | 0.01% | Add +0.9% | 20,941 | $969K |
| MUFG Securities EMEA plc | 0.01% | Reduce -4.5% | 20,457 | $946K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 20,443 | $946K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 19,972 | $924K |
| Moody National Bank Trust Division | 0.08% | Add +9.0% | 19,785 | $915K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +18.9% | 19,710 | $912K |
| Trium Capital LLP | 0.57% | Add +20.7% | 19,546 | $904K |
| Corient Private Wealth LP | 0.00% | Reduce -69.0% | 19,486 | $901K |
| Wolverine Asset Management LLC | 0.05% | Reduce -81.0% | 19,000 | $879K |
| Composition Wealth, LLC | 0.01% | Add +1.8% | 18,685 | $864K |
| Fideuram Asset Management (Ireland) dac | 0.02% | Reduce -34.1% | 19,162 | $859K |
| Raiffeisen Bank International AG | 0.01% | Add +2920.2% | 18,272 | $844K |
| Centennial Wealth Advisory LLC | 0.18% | New | 18,222 | $843K |
| Paradigm Capital Management Inc. | 0.02% | No change | 18,180 | $841K |
| Allianz Asset Management GmbH | 0.00% | No change | 18,082 | $836K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.3% | 17,952 | $830K |
| Perpetual Ltd | 0.01% | Add +1.4% | 17,942 | $830K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.1% | 17,845 | $826K |
| MML Investors Services, LLC | 0.00% | Add +44.3% | 17,743 | $821K |
| QRG Capital Management, Inc. | 0.01% | Add +6.1% | 17,541 | $811K |
| Praxis Investment Management Inc. | 0.04% | Add +42.2% | 17,301 | $800K |
| Merit Financial Group, LLC | 0.01% | Add +4.7% | 17,272 | $799K |
| Mariner, LLC | 0.00% | Add +139.9% | 17,213 | $796K |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 16,984 | $786K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.0% | 16,921 | $783K |
| Frec Markets, Inc. | 0.07% | New | 16,250 | $752K |
| Burney Co./ | 0.02% | Reduce -1.2% | 16,199 | $749K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.5% | 16,126 | $746K |
| Mufg Securities Americas Inc. | 0.04% | Add +9.3% | 15,797 | $731K |
| Cresset Asset Management, LLC | 0.00% | Reduce -35.0% | 15,542 | $719K |
| North Dakota State Investment Board | 0.03% | Add +2.9% | 15,491 | $717K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.5% | 15,300 | $708K |
| Prosperity Consulting Group, LLC | 0.03% | Add +16.4% | 15,234 | $705K |
| Brown Brothers Harriman & Co. | 0.00% | Add +57.0% | 14,550 | $673K |
| V-Square Quantitative Management LLC | 0.06% | Reduce -0.6% | 13,843 | $640K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -0.5% | 13,648 | $631K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.3% | 13,918 | $617K |
| Wahed Invest LLC | 0.06% | Reduce -2.7% | 13,206 | $611K |
| Evergreen Capital Management LLC | 0.01% | Add +56.5% | 13,054 | $604K |
| AMG National Trust Bank | 0.01% | Add +1.7% | 13,011 | $602K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.6% | 12,919 | $598K |
| HB Wealth Management, LLC | 0.00% | Add +35.7% | 12,775 | $591K |
| Snowden Capital Advisors LLC | 0.01% | Add +14.3% | 12,543 | $580K |
| Wealth Alliance, LLC | 0.05% | Add +4.3% | 12,496 | $578K |
| Osmosis Investment Management UK Ltd | 0.03% | Reduce -55.9% | 12,339 | $571K |
| Axxion S.A. | 0.04% | — | 12,280 | $568K |
| &partners | 0.00% | Add +7.5% | 12,278 | $565K |
| Wealthfront Advisers LLC | 0.00% | Reduce -9.7% | 12,101 | $560K |
| Turas Capital Management LP | 0.26% | New | 12,100 | $560K |
| Permanent Capital Management, LP | 0.07% | New | 12,061 | $558K |
| GAMMA Investing LLC | 0.02% | Add +5.8% | 11,963 | $553K |
| Jump Financial, LLC | 0.01% | New | 11,909 | $551K |
| Axq Capital, LP | 0.06% | Reduce -17.1% | 11,711 | $542K |
| Peloton Wealth Strategists | 0.21% | No change | 11,700 | $541K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -61.3% | 11,391 | $527K |
| Exchange Traded Concepts, LLC | 0.00% | Add +21.3% | 11,120 | $514K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +14.3% | 10,425 | $482K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -56.3% | 10,371 | $480K |
| Sciencast Management LP | 0.10% | New | 10,319 | $477K |
| Vestcor Inc | 0.01% | No change | 10,257 | $474K |
| Impact Partnership Wealth, LLC | 0.04% | New | 9,987 | $462K |
| 626 Financial, LLC | 0.17% | Reduce -11.3% | 9,638 | $446K |
| M&T Bank Corp | 0.00% | Reduce -3.8% | 9,590 | $443K |
| Compound Planning, Inc. | 0.01% | Reduce -0.7% | 9,564 | $442K |
| Global Retirement Partners, LLC | 0.01% | — | 9,355 | $433K |
| EFG International AG | 0.01% | Reduce -48.6% | 9,416 | $432K |
| International Private Wealth Advisors LLC | 0.22% | New | 9,314 | $431K |
| AlphaStar Capital Management, LLC | 0.03% | Add +0.1% | 9,142 | $423K |
| Avise Financial Cooperative, Inc. | 0.30% | Add +63.8% | 9,020 | $417K |
| Fifth Third Bancorp | 0.00% | Add +21.8% | 8,961 | $415K |
| Weatherly Asset Management L. P. | 0.03% | Reduce -30.5% | 8,869 | $410K |
| TCW Group Inc. | 0.00% | Add +3.3% | 8,818 | $408K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.2% | 8,793 | $407K |
| Arax Advisory Partners | 0.00% | Add +89.8% | 7,840 | $363K |
| Mgo One Seven LLC | 0.01% | New | 7,813 | $361K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,763 | $359K |
| CenterBook Partners LP | 0.02% | Reduce -44.5% | 7,728 | $357K |
| Prelude Capital Management, LLC | 0.03% | Reduce -46.7% | 7,650 | $354K |
| Hilltop Holdings Inc. | 0.03% | New | 7,640 | $353K |
| Jane Street Group, LLC | 0.00% | Reduce -93.4% | 7,467 | $345K |
| Fortress Private Ledger, LLC | 0.09% | New | 7,439 | $344K |
| Intech Investment Management LLC | 0.00% | New | 7,387 | $342K |
| Ostrum Asset Management | 0.02% | Add +83.5% | 7,325 | $339K |
| Pflug Koory, LLC | 0.13% | No change | 7,292 | $337K |
| Applied Finance Capital Management, LLC | 0.03% | New | 7,271 | $336K |
| CSS LLC | 0.04% | New | 7,230 | $334K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | Reduce -1.4% | 7,107 | $329K |
| Balefire, LLC | 0.05% | Reduce -65.3% | 7,085 | $328K |
| Southern Financial Group, LLC | 0.08% | Add +7.0% | 6,942 | $321K |
| Aaron Wealth Advisors LLC | 0.02% | Add +6.9% | 6,661 | $308K |
| Blair William & Co. | 0.00% | Add +7.5% | 6,519 | $302K |
| Benjamin Edwards Inc. | 0.00% | Add +25.9% | 6,515 | $301K |
| Diligent Investors, LLC | 0.07% | Reduce -7.3% | 6,305 | $292K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 6,198 | $287K |
| CX Institutional | 0.01% | Add +50.2% | 6,151 | $285K |
| J. Safra Sarasin Holding AG | 0.00% | Reduce -67.7% | 6,889 | $275K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -3.8% | 5,903 | $273K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -98.3% | 5,894 | $273K |
| Avanza Fonder AB | 0.01% | No change | 5,870 | $272K |
| Versant Capital Management, Inc | 0.02% | Add +103.2% | 5,788 | $268K |
| StoneX Group Inc. | 0.01% | New | 6,200 | $266K |
| Regions Financial Corp. | 0.00% | New | 5,685 | $263K |
| OneAscent Financial Services LLC | 0.01% | Add +5.0% | 5,500 | $254K |
| Independent Advisor Alliance | 0.01% | New | 5,455 | $252K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,428 | $251K |
| Evolve Private Wealth, LLC | 0.02% | New | 5,420 | $251K |
| Harbor Advisors LLC | 0.03% | No change | 5,315 | $246K |
| Vise Technologies, Inc. | 0.00% | New | 5,276 | $244K |
| Cibc World Market Inc. | 0.00% | New | 5,072 | $235K |
| Berkeley Capital Partners, LLC | 0.05% | New | 5,057 | $234K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,028 | $233K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 4,865 | $225K |
| Advisory Alpha, LLC | 0.01% | New | 4,852 | $224K |
| Diversified Enterprises, LLC | 0.01% | New | 4,848 | $224K |
| Patten Group, Inc. | 0.03% | Reduce -31.7% | 4,809 | $222K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -57.9% | 4,742 | $219K |
| Blue Trust, Inc. | 0.00% | Reduce -18.3% | 4,731 | $219K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -2.8% | 4,672 | $216K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.01% | New | 4,668 | $216K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -52.8% | 4,659 | $216K |
| Portside Wealth Group, LLC | 0.02% | New | 4,613 | $213K |
| Perigon Wealth Management, LLC | 0.00% | New | 4,564 | $211K |
| Integrated Investment Consultants, LLC | 0.04% | New | 4,500 | $208K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.7% | 4,490 | $208K |
| Saxon Interests, Inc. | 0.06% | New | 4,457 | $206K |
| ARGA Investment Management, LP | 0.01% | New | 4,434 | $205K |
| Csenge Advisory Group | 0.01% | New | 4,430 | $205K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -1.9% | 4,419 | $204K |
| Advisory Services Network, LLC | 0.00% | Add +33.4% | 4,366 | $202K |
| Mirabella Financial Services LLP | 0.02% | Reduce -20.6% | 4,331 | $200K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -13.5% | 4,035 | $187K |
| Continuum Advisory, LLC | 0.01% | New | 3,728 | $172K |
| Bessemer Group Inc. | 0.00% | Add +15.6% | 3,707 | $171K |
| Hughes Financial Services, LLC | 0.02% | Add +0.5% | 3,575 | $165K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +16.1% | 3,548 | $164K |
| Aberdeen Wealth Management LLC | 0.08% | New | 3,486 | $157K |
| US Bancorp \de | 0.00% | Reduce -32.0% | 3,390 | $157K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 3,181 | $147K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,122 | $144K |
| Penserra Capital Management LLC | 0.00% | Add +2.7% | 2,997 | $137K |
| Richardson Financial Services Inc. | 0.07% | Reduce -5.0% | 2,840 | $131K |
| Citizens National Bank Trust Department | 0.02% | Reduce -18.2% | 2,690 | $124K |
| Allworth Financial LP | 0.00% | Reduce -12.6% | 2,668 | $123K |
| IFP Advisors, Inc | 0.00% | Reduce -0.7% | 2,652 | $123K |
| Skylands Capital, LLC | 0.01% | No change | 2,617 | $121K |
| Hartford Financial Management Inc. | 0.03% | No change | 2,605 | $121K |
| Bank & Trust Co | 0.08% | Reduce -4.9% | 2,570 | $119K |
| Assetmark, Inc. | 0.00% | Add +6.2% | 2,321 | $107K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,323 | $107K |
| Covestor Ltd | 0.06% | Add +16.3% | 2,215 | $103K |
| Huntington National Bank | 0.00% | Add +36.0% | 1,864 | $86K |
| Mather Group, Llc. | 0.00% | Add +317.9% | 1,822 | $84K |
| Bayforest Capital Ltd | 0.07% | Add +44.6% | 1,673 | $77K |
| TD Private Client Wealth LLC | 0.00% | Reduce -17.0% | 1,626 | $75K |
| Axiom Investment Management LLC | 0.05% | No change | 1,554 | $72K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -27.4% | 1,540 | $71K |
| Cromwell Holdings LLC | 0.03% | Add +144.6% | 1,497 | $69K |
| CYBER HORNET ETFs LLC | 0.04% | Reduce -0.2% | 1,431 | $66K |
| Bfsg, LLC | 0.01% | No change | 1,415 | $65K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,400 | $65K |
| Signaturefd, LLC | 0.00% | Add +24.4% | 1,316 | $61K |
| Parallel Advisors, LLC | 0.00% | Add +37.1% | 1,279 | $59K |
| Lanark Financial, Inc. | 0.00% | Add +3.8% | 1,244 | $58K |
| Quarry LP | 0.01% | Add +336.2% | 1,230 | $57K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,050 | $49K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,000 | $46K |
| Deseret Mutual Benefit Administrators | 0.01% | Add +116.1% | 981 | $45K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +1051.8% | 956 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -26.6% | 937 | $43K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 920 | $43K |
| McMillan Office, Inc. | 0.00% | No change | 911 | $42K |
| Rexford Capital Inc. | 0.02% | No change | 800 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +103.4% | 783 | $36K |
| Tsfg, LLC | 0.00% | Add +13.2% | 761 | $35K |
| Manchester Capital Management LLC | 0.00% | Add +14.2% | 748 | $35K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 743 | $34K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 712 | $32K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 699 | $32K |
| Rothschild Investment LLC | 0.00% | Reduce -21.9% | 699 | $32K |
| First United Bank & Trust | 0.01% | No change | 675 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.5% | 641 | $30K |
| Stance Capital LLC | 0.01% | Reduce -96.1% | 591 | $27K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +1315.4% | 552 | $26K |
| Kimelman & Baird, LLC | 0.00% | No change | 550 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 498 | $23K |
| Meeder Asset Management Inc. | 0.00% | Add +19.4% | 474 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 471 | $22K |
| UMB Bank, n.a. | 0.00% | Add +36.0% | 446 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 381 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.0% | 376 | $17K |
| Highland Investment Advisors LLC | 0.01% | — | 347 | $16K |
| Essential Partners LLC | 0.01% | Reduce -3.4% | 340 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 313 | $14K |
| Larson Financial Group LLC | 0.00% | Reduce -6.0% | 311 | $14K |
| CVA Family Office, LLC | 0.00% | Reduce -22.3% | 303 | $14K |
| Private Trust Co. NA | 0.00% | Add +180.6% | 303 | $14K |
| Monetary Management Group Inc. | 0.00% | No change | 300 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 297 | $14K |
| Rossby Financial, LCC | 0.00% | Reduce -12.4% | 283 | $13K |
| Walleye Capital LLC | 0.00% | Add +14000.0% | 282 | $13K |
| Heritage Wealth Advisors | 0.00% | No change | 263 | $12K |
| SHP Wealth Management | 0.00% | Add +10.4% | 254 | $12K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 248 | $11K |
| Ameriflex Group, Inc. | 0.00% | New | 242 | $11K |
| Atlas Capital Advisors Inc. | 0.00% | New | 226 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 224 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +61.6% | 215 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 202 | $9K |
| Synergy Investment Management, LLC | 0.00% | New | 193 | $9K |
| West Paces Advisors Inc. | 0.00% | New | 200 | $9K |
| Zions Bancorporation, National Association | 0.00% | Add +1.0% | 197 | $9K |
| GW&K Investment Management, LLC | 0.00% | Add +4.8% | 196 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 190 | $9K |
| Fortitude Family Office, LLC | 0.00% | Reduce -11.7% | 188 | $9K |
| American Capital Advisory, LLC | 0.00% | Add +577.8% | 183 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Add +21.5% | 181 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +91.5% | 180 | $8K |
| Westfuller Advisors, LLC | 0.00% | Add +1.1% | 176 | $8K |
| Prosperity Bancshares Inc | 0.01% | No change | 171 | $8K |
| Aventura Private Wealth, LLC | 0.00% | New | 170 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +95.3% | 168 | $8K |
| Eastern Bank | 0.00% | No change | 156 | $7K |
| WPG Advisers, LLC | 0.00% | Reduce -11.6% | 152 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +2057.1% | 151 | $7K |
| Rialto Wealth Management, LLC | 0.00% | Add +114.3% | 150 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 150 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 141 | $7K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -33.3% | 140 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 137 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 135 | $6K |
| Summit Securities Group LLC | 0.00% | Add +41.9% | 122 | $6K |
| Quent Capital, LLC | 0.00% | Add +96.8% | 122 | $6K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 121 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -76.7% | 121 | $6K |
| Key Financial Inc | 0.00% | No change | 117 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -74.8% | 117 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 113 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -50.0% | 113 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +12.1% | 111 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 110 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 115 | $5K |
| IMA Advisory Services, Inc. | 0.00% | Add +50.0% | 108 | $5K |
| Nemes Rush Group LLC | 0.00% | No change | 95 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +5.9% | 90 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | Add +102.3% | 89 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -64.8% | 88 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 88 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 86 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -67.1% | 77 | $4K |
| True Wealth Design, LLC | 0.00% | Add +13.8% | 74 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +132.3% | 72 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -36.3% | 72 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -49.6% | 71 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +52.2% | 70 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 67 | $3K |
| Avion Wealth | 0.00% | Add +30.8% | 68 | $3K |
| Private Wealth Management Group, LLC | 0.00% | New | 63 | $3K |
| Signature Equity Partners, LLC | 0.00% | No change | 60 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -29.9% | 61 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 52 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 50 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +47.1% | 50 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 44 | $2K |
| Ares Financial Consulting, LLC | 0.00% | New | 42 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 42 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -68.3% | 39 | $2K |
| Horizon Financial Services, LLC | 0.00% | Reduce -66.4% | 37 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 36 | $2K |
| IFG Advisory, LLC | 0.00% | New | 36 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +183.3% | 34 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 33 | $2K |
| Groupe la Francaise | 0.00% | No change | 36 | $1K |
| JPL Wealth Management, LLC | 0.00% | Reduce -9.1% | 30 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +36.4% | 30 | $1K |
| Maseco LLP | 0.00% | Reduce -46.4% | 30 | $1K |
| WestEnd Advisors, LLC | 0.00% | New | 29 | $1K |
| Spire Wealth Management | 0.00% | Add +47.4% | 28 | $1K |
| Cornerstone Financial Management LLC | 0.00% | New | 27 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 27 | $1K |
| Burk Holdings LLC | 0.00% | No change | 26 | $1K |
| Kilter Group LLC | 0.00% | No change | 25 | $1K |
| Silicon Valley Capital Partners | 0.00% | Add +4.2% | 25 | $1K |
| 1015 Capital Partners, LLC | 0.00% | Add +15.0% | 23 | $1K |
| Planning Strategies Inc. | 0.00% | — | 23 | $1K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 23 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 23 | $1K |
| Navigoe, LLC | 0.00% | New | 22 | $1K |
| Davis Capital Management | 0.00% | Add +162.5% | 21 | $971 |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -93.6% | 20 | $926 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 19 | $879 |
| LRI Investments, LLC | 0.00% | New | 19 | $879 |
| First Command Advisory Services, Inc. | 0.00% | No change | 19 | $879 |
| Financial Management Professionals, Inc. | 0.00% | Add +41.7% | 17 | $786 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -5.9% | 16 | $741 |
| Abound Wealth Management | 0.00% | Reduce -87.1% | 13 | $617 |
| CENTRAL TRUST Co | 0.00% | No change | 12 | $556 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -29.4% | 12 | $555 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 10 | $467 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $463 |
| Activest Wealth Management | 0.00% | Reduce -40.0% | 9 | $416 |
| DecisionPoint Financial, LLC | 0.00% | New | 9 | $415 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -38.5% | 8 | $371 |
| Clearstead Trust, LLC | 0.00% | Reduce -91.6% | 7 | $324 |
| Highline Wealth Partners LLC | 0.00% | Reduce -88.7% | 6 | $278 |
| Dogwood Wealth Management LLC | 0.00% | No change | 6 | $278 |
| MidFirst Bank | 0.00% | No change | 5 | $231 |
| Valley National Advisers Inc. | 0.00% | New | 4 | $186 |
| Aspect Partners, LLC | 0.00% | Reduce -90.5% | 4 | $185 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 3 | $139 |
| Maryland Capital Advisors Inc. | 0.00% | — | 3 | $139 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 3 | $139 |
| Clark Wealth Partners | 0.00% | New | 1 | $47 |
"% of holder's portfolio" is SW's weight in each manager's 13F, not the share of Smurfit Westrock PLC the manager owns.