Toronto-Dominion BankTD

13F holders, Q1 2024 (March 31)
699holders
6famous investors
$60.62avg. 13F price*

At the end of Q1 2024, 699 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings. The largest holders were Royal Bank of Canada ($9.2B), Bank of Montreal ($6.4B) and Vanguard Group Inc. ($4.3B). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Toronto-Dominion Bank
CUSIP
891160509
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 699Q1 2024Q2 2024: 672Q2 2024Q3 2024: 688Q3 2024Q4 2024: 639Q4 2024Q1 2025: 635Q1 2025Q2 2025: 681Q2 2025Q3 2025: 708Q3 2025Q4 2025: 801Q4 2025Q1 2026: 842Q1 2026Q2 2026: 901Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions66$252.8M
Exits69$235.9M

Ownership 699 holders

Royal Bank of Canada 2.25% Add +1.1% 152,982,478 $9.2B
Bank of Montreal 2.03% Reduce -1.3% 106,167,991 $6.4B
Vanguard Group Inc. 0.08% Reduce -4.5% 70,468,899 $4.3B
Cibc World Market Inc. 6.89% Reduce -2.8% 44,504,999 $2.7B
TD Asset Management Inc 2.40% Reduce -8.3% 42,624,619 $2.6B
Bank of Nova Scotia 4.98% Add +21.5% 40,507,275 $2.4B
National Bank of Canada 2.90% Add +6.2% 29,655,117 $1.7B
Mackenzie Financial Corp. 2.25% Reduce -7.4% 25,778,315 $1.6B
1832 Asset Management L.P. 2.69% Reduce -0.9% 24,340,686 $1.5B
Norges Bank 0.22% Add +0.7% 23,037,406 $1.4B
FIL Ltd 1.32% Reduce -15.6% 22,018,334 $1.3B
CIBC Asset Management Inc 3.39% Reduce -4.8% 16,149,040 $974.8M
Beutel, Goodman & Co Ltd. 4.49% Reduce -1.2% 14,423,080 $871.3M
Bank of America Corp. 0.08% Add +19.5% 13,676,274 $825.8M
TD Waterhouse Canada Inc. 5.81% Reduce -1.1% 9,656,433 $775.0M
Manufacturers Life Insurance Company, The 0.71% Reduce -23.5% 12,625,355 $762.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5.26% Add +156.2% 12,607,695 $761.2M
Massachusetts Financial Services Co. 0.21% Add +2.2% 11,526,613 $696.0M
Scotia Capital Inc. 4.13% Add +3.6% 11,501,057 $693.9M
Legal & General Group Plc 0.18% Reduce -1.3% 10,229,962 $617.7M
Connor, Clark & Lunn Investment Management Ltd. 2.58% Reduce -15.0% 9,943,670 $600.4M
JPMorgan Chase & Co. 0.05% Reduce -19.5% 9,832,975 $593.7M
Toronto Dominion Bank 0.92% Reduce -29.8% 9,737,138 $587.9M
FMR LLC 0.04% Add +1.9% 9,394,010 $566.9M
Healthcare of Ontario Pension Plan Trust Fund 1.94% Add +31.6% 9,102,035 $549.6M
Goldman Sachs Group Inc. 0.11% Add +42.4% 8,944,180 $540.0M
Morgan Stanley 0.04% Add +25.3% 8,273,085 $499.5M
Canada Pension Plan Investment Board 0.52% Add +17.9% 8,175,457 $493.9M
Deutsche Bank AG 0.22% Add +3.0% 7,664,310 $462.8M
Federation des caisses Desjardins du Quebec 3.24% Reduce -1.9% 5,466,660 $448.1M
Geode Capital Management, LLC 0.04% Add +3.3% 7,166,292 $436.2M
Fiera Capital Corp 1.01% Reduce -0.9% 5,724,760 $345.7M
Capital Research Global Investors 0.08% Add +0.0% 5,620,954 $339.2M
Alberta Investment Management Corp 2.93% Reduce -3.2% 4,579,657 $276.7M
Agf Management Ltd. 1.53% Add +21.2% 4,648,708 $274.5M
Invesco Ltd. 0.06% Reduce -2.8% 4,348,867 $262.6M
Sumitomo Mitsui Trust Group, Inc. 0.17% Reduce -2.9% 4,140,212 $250.0M
Dimensional Fund Advisors LP 0.06% Add +75.7% 3,591,789 $216.9M
APG Asset Management N.V. 0.37% Add +1.1% 3,754,014 $210.0M
State Street Corp. 0.01% Add +1.0% 3,182,490 $192.2M
Letko, Brosseau & Associates Inc. 3.33% Add +2.6% 3,175,359 $191.8M
Credit Suisse AG/ 0.18% Reduce -4.8% 3,110,940 $187.8M
Clearbridge Investments, LLC 0.14% Reduce -1.2% 2,852,337 $172.2M
Nuveen Asset Management, LLC 0.05% Add +13.9% 2,713,276 $163.9M
Wells Fargo & Company 0.04% Reduce -1.7% 2,509,557 $151.5M
Amundi 0.06% Add +2.7% 2,567,093 $147.0M
Addenda Capital Inc. 4.96% Reduce -1.8% 1,599,262 $130.7M
Credential Qtrade Securities Inc. 6.88% Add +2.4% 2,124,259 $128.2M
Capital World Investors 0.02% Reduce -0.3% 2,013,770 $121.5M
Intact Investment Management Inc. 4.65% Add +47.6% 1,954,384 $118.0M
Scheer, Rowlett & Associates Investment Management Ltd. 8.51% Reduce -0.1% 1,906,354 $115.1M
HSBC Holdings PLC 0.08% Add +9.3% 1,884,018 $113.7M
JARISLOWSKY, FRASER Ltd 0.64% Reduce -4.1% 1,838,726 $111.1M
CANADA LIFE ASSURANCE Co 0.21% Reduce -2.6% 1,686,344 $102.0M
D. E. Shaw & Co. 0.14% Add +7989.5% 1,688,763 $102.0M
Quadrature Capital Ltd 1.71% Add +68.1% 1,658,800 $99.8M
Renaissance Technologies 0.15% Add +68.5% 1,630,655 $98.5M
Cardinal Capital Management, Inc. 4.15% Reduce -13.8% 1,547,298 $93.5M
Bank of New York Mellon Corp 0.02% Reduce -26.1% 1,522,507 $91.9M
Montrusco Bolton Investments Inc. 0.94% Reduce -3.3% 1,457,402 $88.0M
Caisse de depot et placement du Quebec 0.20% Reduce -24.6% 1,399,600 $84.6M
Dixon Mitchell Investment Counsel Inc. 4.18% Add +2.7% 1,388,528 $83.9M
Citadel Advisors 0.08% Add +3338.4% 1,374,744 $83.0M
Sprucegrove Investment Management Ltd. 3.23% Add +30.4% 1,324,200 $80.0M
Korea Investment CORP 0.19% Reduce -12.5% 1,266,945 $76.5M
BlackRock Inc. 0.00% Reduce -1.3% 1,258,737 $76.0M
Public Sector Pension Investment Board 0.54% Reduce -25.3% 1,239,905 $74.9M
Voloridge Investment Management, LLC 0.27% Add +915.1% 1,214,192 $73.3M
Mufg Securities (canada), LTD. 9.17% New 1,200,922 $72.5M
Russell Investments Group, Ltd. 0.11% Reduce -1.7% 1,176,810 $71.2M
Value Partners Investments Inc. 5.77% Add +0.6% 1,169,121 $70.5M
DekaBank Deutsche Girozentrale 0.13% Reduce -43.8% 1,144,490 $69.2M
Guardian Capital LP 2.30% Reduce -7.7% 1,092,329 $66.0M
Qube Research & Technologies Ltd 0.12% Add +1642.5% 1,082,368 $65.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 7.74% Reduce -1.8% 1,081,768 $65.3M
UBS Group AG 0.02% Add +0.8% 1,067,651 $64.5M
Millennium Management 0.06% Add +380.8% 1,062,270 $64.1M
State of Tennessee, Department of Treasury 0.23% No change 1,049,355 $63.4M
First Trust Advisors LP 0.06% Reduce -5.0% 1,006,093 $60.7M
Franklin Resources Inc. 0.02% Reduce -4.2% 950,434 $57.4M
Bank of Nova Scotia Trust Co. 5.87% Add +1.7% 902,572 $54.5M
Jane Street Group, LLC 0.07% Add +229.8% 858,376 $51.8M
Burgundy Asset Management Ltd. 0.53% Reduce -0.3% 847,203 $51.1M
Nexus Investment Management ULC 4.89% Add +5.7% 840,410 $50.8M
Citigroup Inc. 0.05% Add +4.6% 812,443 $49.1M
Guardian Capital Advisors LP 5.20% Reduce -1.4% 837,988 $48.2M
Pictet Asset Management Holding SA 0.05% Reduce -3.1% 787,232 $47.8M
QV Investors Inc. 4.06% Add +1.0% 774,158 $46.8M
Northern Trust Corp. 0.01% Reduce -4.1% 774,269 $46.8M
Aviva PLC 0.15% Add +1.9% 747,320 $45.1M
Triasima Portfolio Management inc. 3.62% Reduce -44.7% 714,152 $43.1M
Two Sigma Investments, LP 0.10% New 685,337 $41.4M
Cidel Asset Management Inc. 3.08% Reduce -63.6% 669,956 $40.5M
Royal London Asset Management Ltd. 0.10% Add +7.8% 644,583 $38.9M
Neuberger Berman Group LLC 0.03% Reduce -14.4% 623,378 $37.7M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -50.5% 617,414 $37.3M
Northwest & Ethical Investments L.P. 1.07% Reduce -9.3% 617,503 $37.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -32.8% 570,394 $34.5M
Mawer Investment Management Ltd. 0.15% Reduce -1.7% 521,544 $31.5M
Forsta Ap-Fonden 0.26% Add +17.3% 515,200 $31.1M
Galibier Capital Management Ltd. 7.29% Reduce -2.8% 503,575 $30.4M
AMF Tjanstepension AB 0.22% Add +53.5% 481,783 $29.2M
Nicola Wealth Management LTD. 2.71% Add +9.9% 342,002 $28.0M
Varma Mutual Pension Insurance Co 0.23% New 445,000 $26.9M
Mn Services Vermogensbeheer B.V. 0.18% New 418,700 $25.3M
Creative Planning 0.03% Reduce -2.6% 413,305 $25.0M
Candriam S.C.A. 0.16% Add +151.4% 400,426 $24.2M
M&T Bank Corp 0.08% Reduce -1.8% 399,159 $24.1M
SIG North Trading, ULC 7.93% — 359,241 $21.7M
Lazard Asset Management LLC 0.03% Reduce -1.0% 342,880 $20.7M
AXA S.A. 0.06% Add +4.0% 342,432 $20.7M
OMERS ADMINISTRATION Corp 0.23% No change 339,000 $20.5M
STRS Ohio 0.08% Add +57.4% 328,940 $19.9M
Barclays PLC 0.01% Add +46.6% 321,708 $19.4M
Advisors Capital Management, LLC 0.35% Add +41.0% 320,105 $19.3M
DORCHESTER WEALTH MANAGEMENT Co 3.45% Reduce -0.9% 321,908 $19.2M
GMO 0.07% Add +137.9% 314,023 $19.0M
UniSuper Management Pty Ltd 0.18% Reduce -27.6% 230,951 $18.9M
Erste Asset Management GmbH 0.25% Add +6.5% 302,099 $18.3M
Godsey & Gibb, Inc. 1.90% Add +5.9% 298,540 $18.0M
Wellington Management Group LLP 0.00% Add +57.4% 297,112 $17.9M
Van Eck Associates Corp. 0.03% Add +27.4% 287,318 $17.3M
Marshall Wace, LLP 0.03% New 287,178 $17.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -2.3% 284,264 $17.2M
Envestnet Asset Management Inc. 0.01% Add +85.8% 283,757 $17.1M
USS Investment Management Ltd 0.14% Add +1.1% 278,389 $16.8M
Heathbridge Capital Management Ltd. 6.46% Reduce -0.1% 276,930 $16.7M
Crossmark Global Holdings, Inc. 0.31% Reduce -5.4% 267,318 $16.1M
American Century Companies Inc. 0.01% Add +5.3% 260,505 $15.7M
O'shaughnessy Asset Management, LLC 0.17% Reduce -0.8% 251,945 $15.2M
Alliancebernstein L.P. 0.01% Reduce -1.6% 240,329 $14.5M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +1.2% 236,988 $14.3M
First Long Island Investors, LLC 1.18% Reduce -3.6% 235,488 $14.2M
Sienna Gestion 1.16% — 223,371 $13.5M
Welch & Forbes LLC 0.18% Reduce -29.0% 214,851 $13.0M
Utah Retirement Systems 0.15% Reduce -2.1% 210,127 $12.7M
Investment Management Corp of Ontario 0.38% Reduce -25.8% 209,466 $12.6M
LPL Financial LLC 0.01% Reduce -12.8% 209,232 $12.6M
Raymond James & Associates 0.01% Reduce -14.0% 207,725 $12.5M
Janus Henderson Group PLC 0.01% Reduce -41.1% 203,781 $12.3M
Onex Canada Asset Management Inc. 1.22% Reduce -18.1% 202,636 $12.2M
HighTower Advisors, LLC 0.02% Reduce -6.3% 193,672 $11.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +100.3% 193,514 $11.7M
Mediolanum International Funds Ltd 0.19% — 141,800 $11.7M
Modera Wealth Management, LLC 0.17% Reduce -10.7% 184,621 $11.1M
Cubist Systematic Strategies, LLC 0.12% Reduce -33.1% 178,983 $10.8M
Sei Investments Co. 0.02% Add +40.4% 176,584 $10.7M
Louisbourg Investments Inc. 2.70% Add +10.7% 160,986 $9.7M
K.J. Harrison & Partners Inc 1.49% Reduce -29.2% 159,295 $9.6M
Ameriprise Financial Inc. 0.00% Add +19.0% 124,628 $9.5M
American Assets Investment Management, LLC 0.89% No change 155,000 $9.4M
Corient Private Wealth LP 0.02% Reduce -2.5% 153,231 $9.3M
BNP Paribas Financial Markets 0.01% New 144,508 $8.7M
Trexquant Investment LP 0.17% Add +1856.4% 142,034 $8.6M
Two Sigma Advisers, LP 0.02% New 135,500 $8.2M
Lorne Steinberg Wealth Management Inc. 2.54% Add +2.4% 134,574 $8.1M
Eagle Ridge Investment Management 0.75% Add +3.5% 134,018 $8.1M
Ossiam 0.13% Reduce -14.8% 126,597 $7.6M
Acadian Asset Management LLC 0.03% Add +582.5% 124,900 $7.5M
Ensign Peak Advisors, Inc 0.01% No change 117,253 $7.3M
Susquehanna International Group, LLP 0.01% Add +3217.2% 119,551 $7.2M
NewSquare Capital LLC 0.64% Add +1.6% 120,669 $7.2M
Gold Investment Management Ltd. 2.90% Reduce -2.7% 118,853 $7.2M
Allianz Asset Management GmbH 0.01% Reduce -0.0% 116,499 $7.0M
M. Kulyk & Associates, LLC 1.60% Reduce -21.1% 114,048 $6.9M
Duality Advisers, LP 0.68% Add +74.3% 113,294 $6.8M
Portland Investment Counsel Inc. 1.99% Add +0.8% 109,500 $6.6M
Baskin Financial Services Inc. 0.55% Reduce -8.2% 108,559 $6.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.9% 107,968 $6.5M
Rempart Asset Management Inc. 1.24% Reduce -62.1% 107,270 $6.5M
Commonwealth Equity Services, LLC 0.01% Reduce -15.7% 107,016 $6.5M
Intech Investment Management LLC 0.09% New 106,855 $6.5M
LVM Capital Management Ltd. 0.75% Reduce -3.8% 104,599 $6.3M
Resources Management Corp. /CT/ 0.92% Reduce -1.2% 104,391 $6.3M
Natixis Advisors, LLC 0.01% Reduce -20.8% 103,886 $6.3M
PCJ Investment Counsel Ltd. 2.04% Reduce -5.6% 102,391 $6.2M
Genus Capital Management Inc. 0.77% — 98,335 $5.9M
Insight Folios Inc 2.38% Add +5.2% 97,504 $5.9M
Fiduciary Trust Co 0.09% Reduce -0.7% 97,027 $5.9M
Balyasny Asset Management L.P. 0.02% New 95,848 $5.8M
Hillsdale Investment Management Inc. 0.44% Reduce -30.6% 91,612 $5.5M
Maryland State Retirement & Pension System 0.11% Add +50.8% 94,883 $5.4M
Summerhill Capital Management lnc. 3.37% — 87,888 $5.3M
Assenagon Asset Management S.A. 0.01% Add +4.4% 87,401 $5.3M
Stifel Financial Corp. 0.01% Reduce -8.6% 86,958 $5.3M
Cumberland Partners Ltd 0.38% Reduce -26.7% 86,718 $5.2M
Hennessy Advisors Inc. 0.22% Add +2.1% 86,600 $5.2M
Man Group plc 0.01% Add +54.1% 85,962 $5.2M
Waratah Capital Advisors Ltd. 0.26% Add +1880.7% 84,300 $5.1M
Beaton Management Co. Inc. 2.74% Reduce -1.7% 83,427 $5.0M
Metis Global Partners, LLC 0.18% Reduce -7.6% 81,260 $4.9M
Rockefeller Capital Management L.P. 0.01% Reduce -49.3% 80,630 $4.9M
Lombard Odier Asset Management (Europe) Ltd 0.47% Add +3.7% 79,455 $4.7M
Cetera Investment Advisers 0.01% Add +173.2% 74,887 $4.5M
JTC Employer Solutions Trustee Ltd 0.27% No change 71,315 $4.3M
Eisler Capital (UK) Ltd. 0.52% Add +196.8% 69,024 $4.2M
United Services Automobile Association 0.10% No change 68,960 $4.2M
Epoch Investment Partners, Inc. 0.02% Reduce -2.8% 68,068 $4.1M
Bessemer Group Inc. 0.01% Add +192.4% 67,246 $4.1M
FORA Capital, LLC 0.33% New 66,660 $4.0M
Vontobel Holding Ltd. 0.03% No change 65,881 $4.0M
Sequoia Financial Advisors, LLC 0.05% Reduce -5.2% 65,009 $3.9M
Ninepoint Partners LP 0.49% Add +507.4% 64,123 $3.9M
Stablepoint Partners, LLC 0.78% Add +6.6% 63,859 $3.9M
Adell Harriman & Carpenter Inc. 0.32% Reduce -39.5% 63,644 $3.8M
Knights of Columbus Asset Advisors LLC 0.27% Add +1.2% 62,569 $3.8M
CenterBook Partners LP 0.26% Add +64.1% 62,310 $3.8M
Claret Asset Management Corp 0.62% Reduce -3.4% 60,656 $3.7M
Davis-Rea LTD. 1.66% Reduce -36.2% 60,183 $3.6M
Mariner, LLC 0.01% Reduce -8.3% 58,679 $3.5M
Osaic Holdings, Inc. 0.01% Reduce -15.9% 58,570 $3.5M
Pacifica Partners Inc. 1.57% Add +2.4% 59,320 $3.5M
Lombard Odier Asset Management (Switzerland) SA 0.25% Add +136.8% 58,785 $3.5M
Magnetar Financial LLC 0.09% New 57,978 $3.5M
Canoe Financial LP 0.06% Reduce -97.0% 57,571 $3.5M
Girard Partners LTD. 0.33% No change 57,209 $3.5M
Te Ahumairangi Investment Management Ltd 0.59% Add +6.3% 56,381 $3.4M
Baldwin Wealth Partners LLC 0.25% Reduce -1.8% 54,833 $3.3M
Hamel Associates, Inc. 1.04% Reduce -5.9% 53,605 $3.2M
Auto-Owners Insurance Co 0.08% No change 50,875 $3.1M
Trust Co. of Vermont 0.17% Add +34.0% 49,499 $3.0M
Shell Asset Management Co. 0.14% Reduce -28.2% 54,136 $3.0M
Quantinno Capital Management LP 0.06% Reduce -15.7% 48,697 $2.9M
Harvest Portfolios Group Inc. 0.11% Add +3.9% 47,935 $2.9M
Meritage Portfolio Management 0.18% New 46,364 $2.8M
Principal Financial Group Inc. 0.00% Reduce -21.4% 46,200 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -1.1% 46,850 $2.8M
Timelo Investment Management Inc. 4.21% New 45,000 $2.7M
Quantbot Technologies LP 0.15% Reduce -59.0% 44,580 $2.7M
Tacita Capital Inc 1.82% Reduce -3.8% 43,462 $2.6M
Cardinal Capital Management 0.42% Add +10.3% 42,656 $2.6M
Janney Montgomery Scott LLC 0.01% Reduce -1.7% 42,422 $2.6M
SageView Advisory Group, LLC 0.13% New 15,640 $2.6M
Truist Financial Corp. 0.00% Reduce -9.0% 41,704 $2.5M
Campbell & CO Investment Adviser LLC 0.21% Add +13.1% 41,218 $2.5M
Twin Tree Management, LP 0.05% Add +311.3% 39,900 $2.4M
PNC Financial Services Group, Inc. 0.00% Reduce -5.4% 39,799 $2.4M
Walleye Capital LLC 0.03% New 39,004 $2.4M
Cassaday & Co Wealth Management LLC 0.08% Add +0.6% 38,806 $2.3M
Creegan & Nassoura Financial Group, LLC 1.56% Add +39.3% 38,715 $2.3M
Credit Agricole S A 0.04% Add +390.0% 40,745 $2.3M
Equitable Holdings, Inc. 0.03% Add +2.6% 38,599 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.9% 38,052 $2.3M
Cresset Asset Management, LLC 0.01% Add +21.5% 37,644 $2.3M
Polar Asset Management Partners Inc. 0.08% New 37,499 $2.3M
Wright Investors Service Inc. 0.54% Add +0.6% 35,158 $2.1M
Wasatch Advisors LP 0.01% Reduce -25.9% 34,500 $2.1M
Ilmarinen Mutual Pension Insurance Co 0.03% Reduce -45.9% 34,383 $2.1M
Advocate Group LLC 0.41% Reduce -48.2% 34,242 $2.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -25.1% 34,009 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +0.3% 32,894 $2.0M
IMC-Chicago, LLC 0.07% New 32,485 $2.0M
XTX Topco Ltd 0.26% Add +553.0% 32,208 $1.9M
Claro Advisors Inc. 0.34% Reduce -0.2% 32,156 $1.9M
Prudential PLC 0.02% New 31,944 $1.9M
Gries Financial LLC 0.32% Reduce -1.0% 31,242 $1.9M
Pathway Financial Advisers, LLC 0.68% Add +12.7% 31,168 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -3.8% 31,140 $1.9M
Lincoln National Corp. 0.03% Add +0.1% 30,785 $1.9M
Cerity Partners LLC 0.00% Add +40.5% 30,491 $1.8M
Virtu Financial LLC 0.14% Add +41.6% 30,219 $1.8M
Anson Funds Management LP 0.14% New 30,000 $1.8M
PARK CIRCLE Co 1.68% No change 29,800 $1.8M
Guggenheim Capital LLC 0.01% Add +256.2% 29,454 $1.8M
WealthTrust Axiom LLC 0.57% Reduce -0.5% 29,271 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -2.3% 28,871 $1.7M
Weaver C. Barksdale & Associates, Inc. 1.54% Reduce -0.8% 27,817 $1.7M
Centiva Capital, LP 0.10% New 27,466 $1.7M
Highland Capital Management, LLC 0.10% No change 27,350 $1.7M
Foster & Motley Inc. 0.11% Reduce -13.1% 27,048 $1.6M
Tower Research Capital LLC (TRC) 0.04% Add +124.7% 27,005 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.5% 26,970 $1.6M
Ritholtz Wealth Management 0.06% Add +97.7% 26,560 $1.6M
Moors & Cabot, Inc. 0.09% Reduce -1.5% 26,505 $1.6M
Family Legacy, Inc. 0.57% Add +0.7% 26,351 $1.6M
Wolverine Trading, LLC 0.02% New 26,173 $1.6M
Y-Intercept (Hong Kong) Ltd 0.12% Reduce -20.0% 26,125 $1.6M
Pinnacle Associates Ltd. 0.02% Reduce -2.6% 25,744 $1.6M
Delta Financial Advisors LLC 0.61% Reduce -5.9% 25,581 $1.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Reduce -22.8% 25,535 $1.5M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -2.5% 24,367 $1.5M
Plimoth Trust Co. LLC 0.39% Reduce -4.8% 24,367 $1.5M
Security National Bank of So Dak 0.88% Add +1.2% 24,143 $1.5M
Applied Capital LLC 1.17% Add +1.7% 23,848 $1.4M
Crescent Sterling, Ltd. 1.31% Reduce -3.5% 23,815 $1.4M
Security National Bank of Sioux City Iowa 1.00% Add +1.0% 23,392 $1.4M
Main Line Retirement Advisors, LLC 1.10% No change 23,248 $1.4M
Albert D Mason Inc. 0.87% Reduce -0.8% 23,140 $1.4M
LRI Investments, LLC 0.35% — 22,991 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +0.9% 22,949 $1.4M
Private Advisor Group, LLC 0.01% Add +0.6% 22,813 $1.4M
Parsons Capital Management Inc. 0.09% Reduce -18.9% 22,450 $1.4M
Rhumbline Advisers 0.00% Add +0.1% 21,993 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +8.7% 21,869 $1.3M
Greenfield Seitz Capital Management, LLC 0.49% Reduce -1.3% 21,810 $1.3M
UMB Bank, n.a. 0.02% Reduce -2.4% 21,447 $1.3M
V-Square Quantitative Management LLC 0.18% No change 15,808 $1.3M
Commons Capital, LLC 1.86% Add +0.6% 21,147 $1.3M
Bard Financial Services, Inc. 0.14% Reduce -0.4% 21,140 $1.3M
Horizon Kinetics Asset Management LLC 0.02% Add +0.4% 20,775 $1.3M
Transcend Capital Advisors, LLC 0.10% Add +8.1% 20,501 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -5.9% 20,001 $1.2M
Signaturefd, LLC 0.02% Reduce -2.5% 19,551 $1.2M
US Bancorp \de 0.00% Reduce -2.9% 19,375 $1.2M
Blair William & Co. 0.00% Reduce -32.7% 19,242 $1.2M
Valmark Advisers, Inc. 0.02% Add +0.5% 19,002 $1.1M
Captrust Financial Advisors 0.00% Reduce -3.0% 18,805 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +40.2% 18,789 $1.1M
Rathbones Group PLC 0.01% Reduce -55.5% 18,484 $1.1M
Fox Run Management, L.L.C. 0.24% Add +102.2% 18,143 $1.1M
Columbus Macro, LLC 0.41% Reduce -3.2% 17,725 $1.1M
LGT Group Foundation 0.02% Add +7.4% 17,450 $1.1M
Prio Wealth Limited Partnership 0.03% No change 17,294 $1.0M
Radnor Capital Management, LLC 0.18% No change 17,233 $1.0M
Fulton Bank, N.A. 0.04% Add +320.4% 17,110 $1.0M
Coastline Trust Co 0.12% Reduce -22.7% 17,064 $1.0M
Cobblestone Capital Advisors LLC 0.06% No change 16,630 $1.0M
Pacific Wealth Strategies Group, Inc. 0.84% Add +13.2% 16,554 $1000K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.8% 16,031 $968K
CENTRAL TRUST Co 0.02% Add +0.3% 16,025 $968K
Pacer Advisors, Inc. 0.00% Reduce -6.0% 15,909 $961K
Massachusetts Wealth Management 0.67% Reduce -0.8% 15,768 $952K
Focus Partners Wealth 0.01% New 15,480 $935K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -30.0% 15,385 $929K
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.4% 15,244 $920K
American Assets Inc. 0.34% No change 15,000 $906K
PFG Investments, LLC 0.05% New 14,985 $905K
Sky Investment Group LLC 0.18% Reduce -2.0% 14,800 $894K
Balanced Rock Investment Advisors LLC 0.76% Add +0.2% 14,756 $891K
HM Payson & Co. 0.02% Reduce -8.8% 14,523 $877K
Probity Advisors, Inc. 0.18% Add +2.5% 14,520 $877K
Walter Public Investments Inc. 0.17% No change 14,469 $873K
Donaldson Capital Management, LLC 0.04% Reduce -5.4% 14,138 $854K
Passumpsic Savings Bank 0.55% — 14,138 $854K
Avantax Advisory Services, Inc. 0.01% Add +7.1% 13,918 $840K
Orion Porfolio Solutions, LLC 0.01% Reduce -4.8% 13,782 $832K
Orion Portfolio Solutions, LLC 0.01% Reduce -4.8% 13,782 $832K
Nomura Asset Management Co. Ltd. 0.00% Add +16.7% 13,549 $818K
Grey Ledge Advisors, LLC 0.23% Add +0.7% 13,508 $816K
Verition Fund Management LLC 0.01% Reduce -62.7% 13,333 $805K
Evergreen Capital Management LLC 0.03% Reduce -8.3% 13,150 $794K
Quilter Plc 0.02% No change 13,065 $789K
Stevens Capital Management LP 0.15% New 13,012 $786K
First Trust Direct Indexing L.P. 0.06% Add +7.0% 12,887 $778K
Leo Wealth, LLC 0.08% Reduce -1.3% 12,892 $777K
Mercer Global Advisors Inc. 0.00% Add +39.0% 12,739 $769K
Kestra Advisory Services, LLC 0.01% Add +0.9% 12,645 $763K
Silverlake Wealth Management LLC 0.39% Reduce -5.0% 12,550 $758K
Waterloo Capital, L.P. 0.10% Add +53.3% 12,481 $754K
Syon Capital LLC 0.07% Reduce -4.5% 12,261 $740K
NorthRock Partners, LLC 0.03% Add +6.6% 12,214 $737K
Qtron Investments LLC 0.10% No change 12,079 $730K
ARS Wealth Advisors Group, LLC 0.10% No change 12,000 $725K
Cyndeo Wealth Partners, LLC 0.06% Reduce -0.5% 11,947 $721K
Gulf International Bank (UK) Ltd 0.02% Add +6.3% 11,838 $714K
Schonfeld Strategic Advisors LLC 0.01% Reduce -55.2% 11,700 $706K
D.A. Davidson & Co. 0.01% Reduce -2.7% 11,662 $704K
Consolidated Portfolio Review Corp 0.18% Add +1.6% 11,583 $699K
Plante Moran Financial Advisors, LLC 0.08% No change 11,578 $699K
Boston Trust Walden Corp 0.01% No change 11,550 $697K
Forum Financial Management, LP 0.01% No change 11,378 $687K
Davis R M Inc. 0.01% Add +13.5% 11,288 $682K
Ballentine Partners, LLC 0.01% Add +12.5% 11,227 $678K
Valley National Advisers Inc. 0.10% Reduce -11.7% 11,179 $674K
Archer Investment Corp 0.20% No change 11,000 $664K
Affinity Capital Advisors, LLC 0.14% New 10,632 $642K
Campion Asset Management 0.50% Reduce -0.5% 10,623 $641K
SkyOak Wealth, LLC 0.15% No change 10,591 $639K
EP Wealth Advisors, LLC 0.01% Add +7.2% 10,546 $637K
180 Wealth Advisors, LLC 0.11% Reduce -14.8% 10,536 $636K
Grayhawk Investment Strategies Inc. 0.56% Add +3.0% 7,779 $636K
Community Bank, N.A. 0.08% Reduce -5.5% 10,403 $628K
Mgo One Seven LLC 0.03% Reduce -1.1% 10,383 $627K
Oppenheimer & Co. Inc. 0.01% Add +2.2% 10,362 $626K
Hartford Financial Management Inc. 0.13% No change 10,276 $620K
Ti-Trust, Inc. 0.45% Add +11.4% 10,219 $617K
MQS Management LLC 0.35% Add +30.4% 10,081 $609K
TD Private Client Wealth LLC 0.02% Reduce -3.8% 9,949 $601K
First Affirmative Financial Network 0.44% Add +10.3% 9,930 $600K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.8% 9,908 $598K
Burney Co./ 0.02% No change 9,848 $595K
Tobam 0.05% Add +30.7% 9,568 $578K
Daiwa Securities Group Inc. 0.00% No change 9,500 $574K
Glenmede Trust Co. NA 0.00% Reduce -26.3% 9,473 $572K
Harbour Investments, Inc. 0.02% Reduce -4.2% 9,330 $563K
Kestra Private Wealth Services, LLC 0.01% Reduce -42.9% 9,265 $559K
OneDigital Investment Advisors LLC 0.01% No change 9,128 $551K
Highlander Capital Management, LLC 0.22% No change 9,052 $547K
Keybank National Association 0.00% Reduce -1.5% 9,017 $544K
Alhambra Investment Management LLC 0.30% Reduce -2.2% 8,996 $543K
CRA Financial Services, LLC 0.12% Add +0.6% 8,913 $538K
Raymond James Trust N.A. 0.01% Reduce -23.4% 8,900 $537K
Ontario Teachers Pension Plan Board 0.00% New 8,778 $530K
Advisors Asset Management, Inc. 0.01% Reduce -12.7% 8,691 $525K
Boston Financial Mangement LLC 0.02% New 8,560 $517K
Tower Bridge Advisors 0.05% Reduce -13.2% 8,371 $505K
Allworth Financial LP 0.00% Reduce -12.0% 8,358 $505K
Prospera Financial Services Inc 0.01% Add +3.1% 8,348 $504K
Fullerton Fund Management Co Ltd. 0.02% New 8,300 $501K
Cooper Financial Group 0.08% Add +1.4% 8,238 $497K
Neville Rodie & Shaw Inc. 0.04% Reduce -5.8% 8,176 $494K
Cape Cod Five Cents Savings Bank 0.05% Reduce -2.1% 8,155 $492K
Penobscot Investment Management Company, Inc. 0.05% No change 8,134 $491K
Chiron Capital Management, LLC 0.44% New 8,103 $489K
Assetmark, Inc. 0.00% Reduce -10.7% 8,097 $489K
Aureus Asset Management, LLC 0.03% No change 8,000 $483K
Clark Capital Management Group, Inc. 0.00% Add +0.6% 7,920 $478K
Gradient Investments LLC 0.01% Reduce -1.5% 7,920 $478K
Henry James International Management Inc. 0.15% Reduce -0.0% 7,877 $476K
Hanson & Doremus Investment Management 0.08% Reduce -9.6% 7,841 $473K
Schechter Investment Advisors, LLC 0.04% Add +1.1% 7,780 $470K
Greenfield Savings Bank 0.25% Reduce -1.3% 7,769 $469K
Wolff Financial Management LLC 0.14% No change 7,771 $469K
Aries Wealth Management 0.15% Reduce -6.0% 7,678 $464K
Enterprise Bank & Trust Co 0.16% No change 7,622 $460K
Sciencast Management LP 0.28% New 7,500 $453K
Vise Technologies, Inc. 0.09% Reduce -4.4% 7,455 $450K
Ranch Capital Advisors Inc. 0.24% Reduce -0.5% 7,359 $444K
Bleakley Financial Group, LLC 0.01% Add +3.4% 7,314 $442K
Simplicity Wealth,LLC 0.01% New 7,290 $440K
FineMark National Bank & Trust 0.02% Add +6.6% 7,268 $439K
Old Port Advisors 0.13% Reduce -0.6% 7,246 $438K
Wesbanco Bank Inc. 0.02% Reduce -8.0% 7,195 $434K
TFG Advisers LLC 0.17% Reduce -10.3% 7,154 $432K
Western Wealth Management, LLC 0.03% Reduce -0.2% 7,128 $430K
Baird Financial Group, Inc. 0.00% No change 7,097 $429K
Brown Advisory Inc. 0.00% Reduce -2.3% 7,078 $427K
Intrua Financial, LLC 0.07% Add +2.8% 7,055 $426K
Covenant Asset Management, LLC 0.10% No change 6,942 $419K
Apollon Wealth Management, LLC 0.01% Reduce -3.8% 6,870 $415K
Johnson Investment Counsel Inc. 0.00% Add +2.0% 6,735 $407K
Versor Investments LP 0.08% New 6,698 $404K
Hemenway Trust Co LLC 0.03% Reduce -8.4% 6,665 $402K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.3% 6,614 $399K
MML Investors Services, LLC 0.00% Reduce -6.4% 6,560 $396K
Keynote Financial Services LLC 0.33% — 6,553 $396K
Cwm, LLC 0.00% Add +0.2% 6,542 $395K
First Citizens Bank & Trust Co. 0.01% Reduce -0.1% 6,478 $391K
Checchi Capital Advisers, LLC 0.03% Add +7.9% 6,367 $384K
Grey Street Capital, LLC 0.05% New 6,348 $383K
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.8% 6,314 $381K
KCM Investment Advisors LLC 0.01% Add +31.5% 6,297 $380K
Tritonpoint Wealth, LLC 0.04% No change 5,800 $375K
PDS Planning, Inc 0.04% Add +4.8% 6,147 $371K
QRG Capital Management, Inc. 0.00% Reduce -22.0% 6,136 $370K
Hart & Patterson Financial Group LLC 0.18% Add +3.9% 6,119 $369K
Wealth Management Associates, Inc. 0.17% Add +3.1% 6,696 $368K
Compound Planning, Inc. 0.03% Add +30.6% 6,069 $366K
Cabot Wealth Management Inc. 0.05% Reduce -2.1% 6,032 $364K
YHB Investment Advisors, Inc. 0.03% Reduce -0.3% 6,015 $363K
Essex Financial Services, Inc. 0.03% Add +2.8% 5,984 $361K
Legacy Financial Advisors, Inc. 0.06% Reduce -4.7% 5,871 $354K
Brown Shipley& Co Ltd 0.11% Reduce -0.2% 5,812 $350K
Great Valley Advisor Group, Inc. 0.01% Add +7.4% 5,682 $343K
McIlrath & Eck, LLC 0.05% No change 5,644 $341K
Benjamin F. Edwards & Company, Inc. 0.01% Add +8.1% 5,572 $337K
Marcum Wealth, LLC 0.03% New 5,575 $337K
SlateStone Wealth, LLC 0.03% No change 5,544 $335K
Whittier Trust Co. 0.00% Reduce -8.1% 5,545 $335K
Means Investment Co., Inc. 0.04% Reduce -12.2% 5,468 $330K
WASHINGTON TRUST Co 0.01% Reduce -5.7% 5,385 $325K
Freedom Investment Management, Inc. 0.03% Add +12.3% 5,345 $323K
Five Oceans Advisors 0.17% No change 5,329 $322K
Marble Harbor Investment Counsel, LLC 0.04% No change 5,310 $321K
Pinnacle West Asset Management, Inc. 0.25% Reduce -19.5% 5,275 $319K
Drive Wealth Management, LLC 0.09% Reduce -2.9% 5,247 $317K
Powers Advisory Group, LLC 0.18% No change 5,208 $314K
United Capital Financial Advisors, LLC 0.00% Reduce -3.9% 5,174 $312K
Cypress Capital Group 0.04% Reduce -5.7% 5,171 $312K
Ethic Inc. 0.01% Reduce -0.3% 5,119 $309K
DAVENPORT & Co LLC 0.00% Add +0.3% 5,075 $306K
CW Advisors, LLC 0.01% Reduce -33.0% 5,052 $305K
Hartline Investment Corp./ 0.05% New 5,047 $305K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +8.6% 5,047 $305K
Farmers & Merchants Investments Inc. 0.01% Reduce -9.3% 5,006 $302K
Jacobi Capital Management LLC 0.03% Add +2.7% 5,000 $302K
Hoylecohen, LLC 0.02% No change 5,000 $302K
West Family Investments, Inc. 0.09% New 4,990 $301K
SeaCrest Wealth Management, LLC 0.04% Reduce -14.7% 4,978 $301K
Chicago Partners Investment Group LLC 0.01% Reduce -8.7% 5,094 $300K
Independent Advisor Alliance 0.01% Reduce -30.9% 4,933 $298K
Pinebridge Investments, L.P. 0.00% No change 3,629 $297K
Lane & Associates LLC 0.19% Reduce -1.1% 4,903 $296K
Tudor Investment Corporation 0.00% New 4,894 $296K
Litman Gregory Wealth Management LLC 0.03% Add +11.4% 4,875 $294K
Wealthcare Advisory Partners LLC 0.01% Reduce -6.3% 4,839 $292K
Snowden Capital Advisors LLC 0.01% New 4,798 $290K
Main Street Financial Solutions, LLC 0.03% New 4,796 $290K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -4.1% 4,723 $285K
Sheaff Brock Investment Advisors, LLC 0.02% No change 4,667 $282K
MAI Capital Management 0.00% Reduce -0.2% 4,647 $281K
Fiduciary Group, LLC 0.03% Reduce -2.0% 4,644 $280K
Parallel Advisors, LLC 0.01% Add +15.3% 4,620 $279K
Calton & Associates, Inc. 0.14% Add +11.1% 4,600 $278K
JCIC Asset Management Inc. 0.11% Reduce -2.1% 4,553 $275K
Capital Investment Advisors, LLC 0.01% Reduce -0.4% 4,552 $275K
Saturna Capital Corp. 0.00% No change 4,500 $272K
Bath Savings Trust Co 0.03% No change 4,480 $271K
Clarius Group, LLC 0.02% Reduce -25.9% 4,473 $270K
CenterStar Asset Management, LLC 0.56% New 4,453 $269K
Berger Financial Group, Inc 0.02% Reduce -4.7% 4,444 $268K
Sierra Summit Advisors LLC 0.07% Add +10.5% 4,438 $268K
Verdence Capital Advisors LLC 0.02% Add +1.8% 4,389 $265K
Addison Advisors LLC 0.09% Reduce -1.4% 4,371 $264K
Asahi Life Asset Management Co., LTD. 0.16% New 4,360 $263K
Legacy Capital Group California, Inc. 0.10% New 4,273 $258K
Daymark Wealth Partners, LLC 0.01% Reduce -1.0% 4,271 $258K
Breakwater Capital Group 0.06% Reduce -0.7% 4,268 $258K
Headlands Technologies LLC 0.06% Reduce -15.1% 4,232 $256K
Macquarie Group Ltd. 0.00% New 4,211 $254K
Florida Trust Wealth Management Co 0.01% Add +1.5% 4,125 $249K
Costello Asset Management, INC 0.18% Reduce -20.9% 4,075 $246K
CreativeOne Wealth, LLC 0.01% New 4,062 $245K
Burns J W & Co. Inc. 0.03% No change 4,010 $242K
Atria Wealth Solutions, Inc. 0.00% Add +5.4% 3,997 $241K
Bison Wealth, LLC 0.04% Reduce -7.2% 3,995 $241K
Belpointe Asset Management LLC 0.02% Reduce -12.5% 3,964 $239K
CIBC Private Wealth Group LLC 0.00% Reduce -6.6% 3,938 $237K
HRT Financial LP 0.00% Reduce -53.6% 3,890 $234K
JFS Wealth Advisors, LLC 0.02% Reduce -0.7% 3,856 $233K
Adirondack Trust Co. 0.10% No change 3,843 $232K
Rossmore Private Capital 0.03% No change 3,796 $229K
Mutual Advisors, LLC 0.01% New 3,777 $228K
Karpas Strategies, LLC 0.07% No change 3,770 $228K
Columbia Bank 0.09% — 3,750 $226K
Firestone Capital Management 0.06% No change 3,740 $226K
Linden Thomas Advisory Services, LLC 0.04% New 3,712 $224K
Empirical Asset Management, LLC 0.11% No change 3,708 $224K
Connecticut Wealth Management, LLC 0.01% Reduce -7.1% 3,699 $223K
Telos Capital Management, Inc. 0.02% Add +1.0% 3,646 $220K
Park Avenue Securities LLC 0.00% Add +5.3% 3,641 $220K
Silvercrest Asset Management Group LLC 0.00% No change 3,641 $220K
Crestwood Advisors Group, LLC 0.00% Reduce -0.1% 3,640 $220K
Hendershot Investments Inc. 0.03% No change 3,620 $219K
CVA Family Office, LLC 0.04% Reduce -0.5% 3,600 $217K
Investors Research Corp 0.05% No change 3,567 $215K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -6.9% 3,558 $215K
Robertson Stephens Wealth Management, LLC 0.01% New 3,558 $215K
HBK Sorce Advisory LLC 0.01% Add +0.9% 3,533 $213K
Commerce Bank 0.00% Reduce -0.3% 3,377 $204K
Premier Path Wealth Partners, LLC 0.04% Reduce -22.5% 3,363 $203K
Leavell Investment Management, Inc. 0.01% No change 3,362 $203K
Clearstead Advisors, LLC 0.01% No change 3,559 $202K
Kelleher Financial Advisors 0.08% Add +0.3% 3,343 $202K
GYL Financial Synergies, LLC 0.02% Add +0.2% 3,316 $200K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,303 $199K
M&R Capital Management Inc. 0.05% Reduce -4.2% 3,137 $190K
Lindbrook Capital, LLC 0.02% Reduce -19.1% 3,067 $185K
Northwest Capital Management Inc 0.06% No change 3,050 $184K
United Community Bank 0.07% Add +0.8% 3,032 $183K
Quadrant Capital Group LLC 0.01% Reduce -41.3% 3,005 $181K
Pinnacle Bancorp, Inc. 0.05% No change 2,890 $174K
Geneos Wealth Management Inc. 0.01% Reduce -3.0% 2,765 $167K
Lanark Financial, Inc. 0.02% Reduce -11.0% 2,762 $166K
Colonial Trust Co / SC 0.03% Reduce -1.6% 2,695 $163K
Arrow Financial Corp 0.02% Reduce -23.2% 2,668 $161K
Avior Wealth Management, LLC 0.01% Add +347.3% 2,657 $160K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -7.5% 2,480 $150K
Trust Co 0.02% Reduce -6.2% 2,430 $147K
NewEdge Advisors, LLC 0.00% Reduce -0.8% 2,420 $146K
Brown Brothers Harriman & Co. 0.00% No change 2,400 $145K
Bangor Savings Bank 0.01% No change 2,364 $143K
Huntington National Bank 0.00% Add +16.1% 2,352 $142K
Centaurus Financial, Inc. 0.01% No change 2,273 $137K
Farther Finance Advisors, LLC 0.01% Add +10.4% 2,269 $137K
Grove Bank & Trust 0.02% No change 2,261 $137K
Spire Wealth Management 0.00% Reduce -5.9% 2,000 $121K
Hexagon Capital Partners LLC 0.03% Add +11.6% 1,990 $120K
Blue Bell Private Wealth Management, LLC 0.03% No change 1,958 $118K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -12.4% 1,803 $109K
First Manhattan Co. Llc. 0.00% Reduce -4.9% 1,752 $106K
Private Trust Co. NA 0.01% Reduce -5.1% 1,716 $104K
Jones Financial Companies LLLP 0.00% Add +3.3% 1,621 $98K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -13.8% 1,526 $92K
Rosenberg Matthew Hamilton 0.03% Reduce -12.6% 1,516 $91K
Janiczek Wealth Management, LLC 0.02% Reduce -26.2% 1,505 $91K
Bfsg, LLC 0.01% Add +59.7% 1,397 $84K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,383 $84K
Capital Analysts, LLC 0.00% Add +20.9% 1,365 $82K
Compagnie Lombard Odier SCmA 0.00% No change 1,325 $80K
Walleye Trading LLC 0.00% New 1,317 $80K
Financial Perspectives, Inc 0.03% No change 1,238 $75K
FinTrust Capital Advisors, LLC 0.01% Add +241.2% 1,235 $75K
State of Wyoming 0.01% New 1,200 $72K
Tompkins Financial Corp. 0.01% No change 1,200 $72K
Cambridge Trust Co. 0.00% Reduce -16.6% 1,160 $70K
Fifth Third Bancorp 0.00% No change 1,123 $68K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +58.3% 1,100 $66K
Global Retirement Partners, LLC 0.00% Reduce -5.3% 1,058 $64K
Hilltop National Bank 0.02% — 1,034 $62K
Caldwell Sutter Capital, Inc. 0.03% Add +8.3% 1,031 $62K
TFC Financial Management, Inc. 0.01% No change 1,027 $62K
Voisard Asset Management Group, Inc. 0.03% Reduce -9.6% 1,013 $61K
Bokf, NA 0.00% Add +203.6% 1,014 $61K
Spotlight Asset Group, Inc. 0.04% No change 1,004 $61K
Sittner & Nelson, LLC 0.03% No change 1,000 $60K
Versant Capital Management, Inc 0.02% No change 1,000 $60K
EverSource Wealth Advisors, LLC 0.00% Add +0.1% 998 $59K
Byrne Asset Management LLC 0.05% Reduce -24.4% 929 $56K
Independence Bank of Kentucky 0.02% No change 925 $56K
Eagle Bay Advisors LLC 0.03% Add +11.3% 910 $55K
Bruce G. Allen Investments, LLC 0.04% Add +11.8% 870 $53K
Brown, Lisle/Cummings, Inc. 0.02% No change 866 $52K
Ravenstone Capital Management Inc. 0.03% Reduce -28.9% 851 $51K
Piscataqua Savings Bank 0.04% No change 818 $49K
Citizens National Bank Trust Department 0.01% No change 800 $48K
American Capital Advisory, LLC 0.04% No change 801 $48K
St Germain D J Co. Inc. 0.00% No change 758 $46K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 718 $42K
Concourse Financial Group Securities, Inc. 0.00% Reduce -65.2% 694 $42K
Investment Research & Advisory Group, Inc. 0.02% No change 667 $40K
Mascoma Wealth Management LLC 0.01% No change 644 $39K
First Financial Corp. 0.02% Reduce -53.6% 624 $38K
Caldwell Trust Co 0.00% Reduce -38.0% 620 $37K
Mb, Levis & Associates, LLC 0.02% No change 600 $36K
Ogorek Anthony Joseph /NY/ 0.01% No change 600 $36K
LifeSteps Financial, Inc. 0.02% New 500 $30K
Bank of New Hampshire 0.01% No change 500 $30K
Logan Capital Management Inc. 0.00% No change 496 $30K
Oakworth Capital, Inc. 0.00% No change 486 $29K
Mather Group, Llc. 0.00% New 445 $29K
Key Financial Inc 0.01% Add +86.0% 465 $28K
Bray Capital Advisors 0.01% No change 460 $28K
Park Place Capital Corp 0.01% No change 419 $25K
IFP Advisors, Inc 0.00% Add +23.3% 418 $25K
Blue Trust, Inc. 0.00% Reduce -10.9% 418 $25K
Financial Management Professionals, Inc. 0.00% Reduce -25.9% 403 $24K
Smithfield Trust Co 0.00% Add +5.6% 397 $24K
Balefire, LLC 0.01% Reduce -0.8% 384 $23K
Quent Capital, LLC 0.00% New 359 $22K
CoreCap Advisors, LLC 0.00% New 353 $21K
Compass Wealth Management LLC 0.01% No change 350 $21K
Principal Securities, Inc. 0.00% Reduce -4.7% 345 $21K
Boyd Watterson Asset Management LLC 0.01% No change 332 $20K
Palisade Asset Management, LLC 0.00% New 300 $18K
Sugarloaf Wealth Management, LLC 0.00% Add +1.0% 294 $18K
Zions Bancorporation, N.A. 0.00% Reduce -23.1% 290 $18K
Riggs Asset Managment Co. Inc. 0.00% No change 245 $15K
Prestige Wealth Management Group LLC 0.00% No change 244 $15K
Ramirez Asset Management, Inc. 0.00% No change 235 $14K
Annapolis Financial Services, LLC 0.00% No change 234 $14K
Frazier Financial Advisors, LLC 0.01% No change 217 $13K
Optiver Holding B.V. 0.00% Reduce -64.0% 217 $13K
Sunbelt Securities, Inc. 0.00% No change 215 $13K
Retirement Group, LLC 0.00% No change 205 $12K
Advantage Trust Co 0.01% No change 200 $12K
Planning Capital Management Corp 0.01% No change 200 $12K
WR Wealth Planners, LLC 0.00% New 200 $12K
Harbor Investment Advisory, LLC 0.00% No change 200 $12K
Cornerstone Planning Group LLC 0.00% Add +17.2% 218 $12K
Tyler-Stone Wealth Management 0.01% No change 192 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 175 $11K
Coston, McIsaac & Partners 0.00% Reduce -18.0% 178 $10K
NFSG Corp 0.00% Reduce -81.3% 164 $10K
Continuum Advisory, LLC 0.00% New 164 $9K
Dunhill Financial, LLC 0.01% No change 151 $9K
Bogart Wealth, LLC 0.00% Reduce -11.8% 150 $9K
City State Bank 0.00% No change 153 $9K
Colonial Trust Advisors 0.00% New 135 $8K
Penserra Capital Management LLC 0.00% No change 147 $8K
Manchester Capital Management LLC 0.00% New 125 $8K
General Partner, Inc. 0.00% No change 110 $7K
Legacy Bridge, LLC 0.00% No change 110 $7K
Leonteq Securities AG 0.00% Add +40.7% 76 $6K
Summit Securities Group LLC 0.00% No change 100 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 102 $6K
Fernwood Investment Management, LLC 0.00% New 99 $6K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 82 $5K
Wolff Wiese Magana LLC 0.00% No change 75 $5K
Exchange Traded Concepts, LLC 0.00% Reduce -37.8% 74 $4K
Transamerica Financial Advisors, LLC 0.00% Reduce -98.5% 63 $4K
First Horizon Advisors, Inc. 0.00% New 61 $4K
Sound Income Strategies, LLC 0.00% No change 58 $4K
ICA Group Wealth Management, LLC 0.00% No change 55 $3K
SYSTM Wealth Solutions LLC 0.00% Reduce -82.2% 54 $3K
Copeland Capital Management, LLC 0.00% No change 51 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $3K
North Star Investment Management Corp. 0.00% New 48 $3K
Princeton Global Asset Management LLC 0.00% No change 47 $3K
Bell Investment Advisors, Inc 0.00% Reduce -20.7% 46 $3K
Stone House Investment Management, LLC 0.00% New 41 $2K
Smartleaf Asset Management LLC 0.00% New 36 $2K
Tradewinds Capital Management, LLC 0.00% No change 33 $2K
Venturi Wealth Management, LLC 0.00% No change 33 $2K
GAMMA Investing LLC 0.00% No change 25 $2K
Raffa Wealth Management, LLC 0.00% No change 22 $1K
Beacon Capital Management, LLC 0.00% New 22 $1K
Wetzel Investment Advisors, Inc. 0.00% No change 21 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 19 $1K
SJS Investment Consulting Inc. 0.00% No change 16 $967
Main Street Group, LTD 0.00% No change 14 $843
Johnson Financial Group, Inc. 0.00% Reduce -96.5% 12 $725
TD Capital Management LLC 0.00% New 11 $664
Clear Investment Research, LLC 0.00% No change 10 $604
Carolina Wealth Advisors, LLC 0.00% No change 10 $603
Atlantic Private Wealth, LLC 0.00% No change 8 $483
First Command Advisory Services, Inc. 0.00% New 4 $242
Burkett Financial Services, LLC 0.00% No change 2 $121
Atwood & Palmer Inc. 0.00% No change 2 $121

"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.