Toronto-Dominion BankTD
13F holders, Q2 2024 (June 30)672holders −27
43new positions
72sold out
6famous investors
$55.07avg. 13F price*
At the end of Q2 2024, 672 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, down 27 from Q1 2024. 43 opened new positions and 72 sold out. The largest holders were Royal Bank of Canada ($7.8B), Bank of Montreal ($4.7B) and Vanguard Group Inc. ($3.9B). 6 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jeremy Grantham (0.1% of GMO'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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $444.7M |
| Exits | 72 | $496.2M |
All 13F filers, Q1 2024 → Q2 2024: 56,450,008 shares bought and 86,449,470 shares sold, net −29,999,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| Royal Bank of Canada | 1.89% | Reduce -6.9% | 142,418,096 | $7.8B |
| Bank of Montreal | 1.44% | Reduce -19.4% | 85,557,974 | $4.7B |
| Vanguard Group Inc. | 0.08% | Add +1.3% | 71,412,976 | $3.9B |
| Cibc World Market Inc. | 6.87% | Add +13.1% | 50,354,364 | $2.8B |
| TD Asset Management Inc | 2.10% | Reduce -4.0% | 40,898,967 | $2.2B |
| Bank of Nova Scotia | 3.88% | Reduce -11.9% | 35,669,037 | $2.0B |
| National Bank of Canada | 2.54% | Add +0.8% | 29,877,016 | $1.6B |
| Mackenzie Financial Corp. | 2.12% | Add +0.8% | 25,997,122 | $1.4B |
| 1832 Asset Management L.P. | 2.57% | Add +6.0% | 25,803,480 | $1.4B |
| Federation des caisses Desjardins du Quebec | 5.77% | Add +257.9% | 19,567,733 | $1.1B |
| Norges Bank | 0.16% | Reduce -17.4% | 19,025,190 | $1.0B |
| Beutel, Goodman & Co Ltd. | 4.81% | Add +14.3% | 16,481,820 | $905.8M |
| CIBC Asset Management Inc | 3.06% | Reduce -3.0% | 15,662,330 | $860.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 4.58% | Add +9.6% | 13,814,269 | $759.4M |
| FIL Ltd | 0.74% | Reduce -38.6% | 13,517,557 | $743.0M |
| Goldman Sachs Group Inc. | 0.14% | Add +47.8% | 13,221,091 | $726.6M |
| Bank of America Corp. | 0.06% | Reduce -10.2% | 12,287,381 | $675.3M |
| Massachusetts Financial Services Co. | 0.20% | Add +3.1% | 11,884,896 | $653.2M |
| Scotia Capital Inc. | 3.71% | Add +0.3% | 11,530,149 | $632.9M |
| Manufacturers Life Insurance Company, The | 0.56% | Reduce -14.3% | 10,819,729 | $593.9M |
| JPMorgan Chase & Co. | 0.05% | Add +7.8% | 10,597,774 | $582.5M |
| Toronto Dominion Bank | 0.91% | Add +6.3% | 10,349,040 | $568.8M |
| Legal & General Group Plc | 0.16% | Reduce -1.5% | 10,080,217 | $554.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 2.22% | Reduce -3.3% | 9,616,881 | $528.7M |
| TD Waterhouse Canada Inc. | 4.70% | Reduce -1.0% | 9,563,208 | $524.3M |
| Morgan Stanley | 0.04% | Add +12.1% | 9,275,859 | $509.8M |
| Canada Pension Plan Investment Board | 0.44% | Reduce -1.2% | 8,077,657 | $443.9M |
| Deutsche Bank AG | 0.19% | Reduce -0.1% | 7,657,566 | $420.9M |
| Geode Capital Management, LLC | 0.04% | Add +4.4% | 7,482,549 | $415.6M |
| FMR LLC | 0.02% | Reduce -36.5% | 5,965,814 | $327.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +61.7% | 5,806,974 | $319.2M |
| Fiera Capital Corp | 0.98% | Add +0.6% | 5,759,070 | $316.7M |
| Capital Research Global Investors | 0.07% | Add +0.0% | 5,621,516 | $309.0M |
| Agf Management Ltd. | 1.61% | Add +2.4% | 4,761,099 | $288.5M |
| Charles Schwab Investment Management Inc. | 0.05% | New | 4,649,483 | $255.5M |
| Invesco Ltd. | 0.05% | Add +1.6% | 4,418,159 | $242.8M |
| Alberta Investment Management Corp | 2.64% | Reduce -5.6% | 4,322,356 | $237.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.61% | Reduce -59.0% | 3,731,715 | $205.2M |
| APG Asset Management N.V. | 0.35% | Add +2.5% | 3,849,556 | $197.4M |
| Letko, Brosseau & Associates Inc. | 3.49% | Add +5.5% | 3,350,204 | $184.1M |
| State Street Corp. | 0.01% | Reduce -0.6% | 3,163,730 | $173.9M |
| Clearbridge Investments, LLC | 0.14% | Add +7.5% | 3,065,894 | $168.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | New | 2,901,999 | $159.5M |
| Arrowstreet Capital, Limited Partnership | 0.13% | Add +321.4% | 2,602,027 | $143.0M |
| D. E. Shaw & Co. | 0.22% | Add +53.5% | 2,592,251 | $142.5M |
| Intact Investment Management Inc. | 5.23% | Add +30.2% | 2,545,224 | $139.9M |
| Amundi | 0.05% | Reduce -2.4% | 2,505,758 | $139.6M |
| Wells Fargo & Company | 0.03% | Reduce -5.1% | 2,380,926 | $130.8M |
| Aviso Financial Inc. | 6.75% | — | 2,206,713 | $121.1M |
| Voloridge Investment Management, LLC | 0.44% | Add +79.0% | 2,173,705 | $119.5M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -22.6% | 2,100,351 | $115.4M |
| Addenda Capital Inc. | 4.52% | Reduce -4.2% | 1,532,674 | $115.3M |
| Sprucegrove Investment Management Ltd. | 5.54% | Add +47.0% | 1,946,100 | $107.0M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 7.99% | Reduce -0.5% | 1,897,409 | $104.3M |
| CANADA LIFE ASSURANCE Co | 0.17% | Reduce -2.9% | 1,637,438 | $90.0M |
| JARISLOWSKY, FRASER Ltd | 0.54% | Reduce -11.8% | 1,621,285 | $89.1M |
| Montrusco Bolton Investments Inc. | 0.89% | Add +6.4% | 1,550,663 | $85.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.1% | 1,475,815 | $81.1M |
| Marshall Wace, LLP | 0.12% | Add +411.3% | 1,468,199 | $80.7M |
| Korea Investment CORP | 0.20% | Add +15.5% | 1,463,768 | $80.4M |
| Capital World Investors | 0.01% | Reduce -29.4% | 1,421,071 | $78.1M |
| Dixon Mitchell Investment Counsel Inc. | 3.84% | Add +0.1% | 1,389,924 | $76.5M |
| Caisse de depot et placement du Quebec | 0.18% | Reduce -1.3% | 1,381,337 | $75.9M |
| Two Sigma Investments, LP | 0.17% | Add +86.3% | 1,276,627 | $70.2M |
| BlackRock Inc. | 0.00% | Reduce -6.7% | 1,173,993 | $64.5M |
| Value Partners Investments Inc. | 5.56% | Reduce -0.2% | 1,166,491 | $64.1M |
| Citadel Advisors | 0.06% | Reduce -15.3% | 1,164,282 | $64.0M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -1.2% | 1,162,485 | $63.9M |
| DekaBank Deutsche Girozentrale | 0.11% | Reduce -0.2% | 1,141,800 | $62.4M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 7.33% | Add +1.4% | 1,096,809 | $60.3M |
| AXA S.A. | 0.18% | Add +219.3% | 1,093,569 | $60.1M |
| State of Tennessee, Department of Treasury | 0.21% | Reduce -2.9% | 1,018,644 | $56.0M |
| Burgundy Asset Management Ltd. | 0.55% | Add +12.1% | 949,985 | $52.2M |
| Mufg Securities (canada), LTD. | 3.40% | Reduce -21.9% | 937,994 | $51.6M |
| Franklin Resources Inc. | 0.02% | Reduce -2.8% | 924,011 | $50.8M |
| Aviva PLC | 0.14% | Add +23.4% | 922,553 | $50.7M |
| Quadrature Capital Ltd | 0.82% | Reduce -46.0% | 895,600 | $49.2M |
| First Trust Advisors LP | 0.05% | Reduce -12.3% | 881,979 | $48.5M |
| QV Investors Inc. | 4.48% | Add +12.1% | 868,171 | $47.7M |
| Bank of Nova Scotia Trust Co. | 5.08% | Reduce -8.4% | 826,928 | $45.4M |
| Citigroup Inc. | 0.04% | Add +1.7% | 826,293 | $45.4M |
| Two Sigma Advisers, LP | 0.10% | Add +485.2% | 793,000 | $43.6M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -1.4% | 776,476 | $43.3M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 780,047 | $42.9M |
| UBS Group AG | 0.01% | Reduce -27.8% | 770,534 | $42.3M |
| Nexus Investment Management ULC | 4.38% | Reduce -9.7% | 758,567 | $41.7M |
| Guardian Capital LP | 1.55% | Reduce -31.6% | 747,563 | $41.1M |
| Guardian Capital Advisors LP | 4.27% | Reduce -13.9% | 721,716 | $40.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.12% | Add +18.4% | 675,412 | $37.1M |
| Northwest & Ethical Investments L.P. | 1.04% | Add +6.9% | 659,979 | $36.3M |
| SIG North Trading, ULC | 8.96% | Add +74.7% | 627,407 | $34.5M |
| Millennium Management | 0.03% | Reduce -41.6% | 620,433 | $34.1M |
| GMO | 0.11% | Add +93.2% | 606,723 | $33.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +203.2% | 586,633 | $32.2M |
| American Century Companies Inc. | 0.02% | Add +105.1% | 534,266 | $29.4M |
| Cidel Asset Management Inc. | 2.13% | Reduce -25.3% | 500,499 | $27.5M |
| Galibier Capital Management Ltd. | 6.68% | Reduce -3.0% | 488,635 | $26.9M |
| Candriam S.C.A. | 0.16% | Add +17.1% | 468,740 | $25.8M |
| Nicola Wealth Management LTD. | 2.30% | No change | 342,002 | $25.7M |
| Forsta Ap-Fonden | 0.22% | Reduce -12.3% | 452,000 | $24.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -28.8% | 444,176 | $24.4M |
| Royal London Asset Management Ltd. | 0.06% | Reduce -34.7% | 420,684 | $23.1M |
| Mn Services Vermogensbeheer B.V. | 0.16% | Reduce -4.3% | 400,900 | $22.0M |
| M&T Bank Corp | 0.07% | Reduce -2.9% | 387,788 | $21.3M |
| Wellington Management Group LLP | 0.00% | Add +30.4% | 387,426 | $21.3M |
| OMERS ADMINISTRATION Corp | 0.20% | Add +10.6% | 374,932 | $20.6M |
| Van Eck Associates Corp. | 0.03% | Add +29.4% | 371,649 | $20.4M |
| Balyasny Asset Management L.P. | 0.05% | Add +271.2% | 355,782 | $19.6M |
| UniSuper Management Pty Ltd | 0.15% | Add +7.4% | 248,051 | $18.7M |
| Advisors Capital Management, LLC | 0.32% | Add +3.1% | 330,000 | $18.1M |
| Godsey & Gibb, Inc. | 1.80% | Add +6.3% | 317,257 | $17.4M |
| AMF Tjanstepension AB | 0.13% | Reduce -34.9% | 313,809 | $17.4M |
| Intech Investment Management LLC | 0.21% | Add +181.0% | 300,218 | $16.5M |
| DORCHESTER WEALTH MANAGEMENT Co | 3.18% | Reduce -5.6% | 303,951 | $16.5M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -73.0% | 291,817 | $16.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Add +0.5% | 285,564 | $15.7M |
| USS Investment Management Ltd | 0.12% | Add +1.9% | 283,631 | $15.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.1% | 263,684 | $14.5M |
| Crossmark Global Holdings, Inc. | 0.28% | Reduce -2.4% | 260,922 | $14.3M |
| Heathbridge Capital Management Ltd. | 5.93% | Reduce -8.0% | 254,780 | $14.0M |
| Barclays PLC | 0.01% | Reduce -23.3% | 246,879 | $13.6M |
| Sei Investments Co. | 0.02% | Add +39.6% | 246,459 | $13.5M |
| Public Sector Pension Investment Board | 0.08% | Reduce -81.3% | 231,919 | $12.7M |
| Erste Asset Management GmbH | 0.17% | Reduce -23.7% | 230,563 | $12.7M |
| Sienna Gestion | 1.10% | Add +1.3% | 226,193 | $12.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Reduce -5.2% | 224,788 | $12.4M |
| HSBC Holdings PLC | 0.01% | Reduce -88.4% | 217,770 | $12.0M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -14.1% | 216,427 | $11.9M |
| Investment Management Corp of Ontario | 0.32% | Add +1.1% | 211,743 | $11.6M |
| LPL Financial LLC | 0.01% | Add +0.9% | 211,195 | $11.6M |
| Acadian Asset Management LLC | 0.04% | Add +67.3% | 209,006 | $11.5M |
| Utah Retirement Systems | 0.13% | Reduce -6.0% | 197,427 | $10.8M |
| Portland Investment Counsel Inc. | 3.80% | Add +75.2% | 191,800 | $10.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.4% | 187,075 | $10.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -9.8% | 183,847 | $10.1M |
| CenterBook Partners LP | 0.63% | Add +194.4% | 183,432 | $10.1M |
| Onex Canada Asset Management Inc. | 1.13% | Reduce -16.1% | 170,032 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 127,168 | $8.9M |
| Louisbourg Investments Inc. | 2.47% | Reduce -0.3% | 160,524 | $8.8M |
| Modera Wealth Management, LLC | 0.13% | Reduce -14.8% | 157,294 | $8.6M |
| Raymond James & Associates | 0.01% | Reduce -24.4% | 156,975 | $8.6M |
| Cubist Systematic Strategies, LLC | 0.15% | Reduce -13.3% | 155,083 | $8.5M |
| American Assets Investment Management, LLC | 0.80% | No change | 155,000 | $8.5M |
| Maryland State Retirement & Pension System | 0.16% | Add +61.8% | 153,505 | $8.4M |
| Man Group plc | 0.02% | Add +76.6% | 151,814 | $8.3M |
| Jane Street Group, LLC | 0.01% | Reduce -83.0% | 146,277 | $8.0M |
| Corient Private Wealth LP | 0.01% | Reduce -8.6% | 140,017 | $7.7M |
| Eagle Ridge Investment Management | 0.70% | Add +3.1% | 138,146 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -42.8% | 137,580 | $7.6M |
| Lorne Steinberg Wealth Management Inc. | 2.35% | Reduce -1.4% | 132,665 | $7.3M |
| Creative Planning | 0.01% | Reduce -68.2% | 131,372 | $7.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +4.7% | 122,753 | $7.0M |
| Mediolanum International Funds Ltd | 0.11% | Reduce -5.1% | 134,583 | $6.9M |
| NewSquare Capital LLC | 0.59% | Add +4.7% | 126,283 | $6.8M |
| Ossiam | 0.13% | Reduce -1.8% | 124,281 | $6.8M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.8% | 115,567 | $6.4M |
| Gold Investment Management Ltd. | 2.67% | Reduce -3.2% | 115,060 | $6.3M |
| Trexquant Investment LP | 0.10% | Reduce -19.3% | 114,592 | $6.3M |
| M. Kulyk & Associates, LLC | 1.45% | Reduce -0.6% | 113,354 | $6.2M |
| Bridgewater Associates | 0.03% | New | 113,166 | $6.2M |
| Keystone Financial Planning, Inc. | 2.04% | New | 112,029 | $6.2M |
| Welch & Forbes LLC | 0.08% | Reduce -50.8% | 105,745 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.8% | 103,980 | $5.7M |
| Insight Folios Inc | 2.25% | Add +2.2% | 99,668 | $5.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.37% | Add +23.9% | 98,446 | $5.4M |
| Credit Agricole S A | 0.03% | Add +138.5% | 97,188 | $5.3M |
| Resources Management Corp. /CT/ | 0.78% | Reduce -7.0% | 97,126 | $5.3M |
| Fiduciary Trust Co | 0.08% | Reduce -0.0% | 97,002 | $5.3M |
| Quantbot Technologies LP | 0.26% | Add +117.5% | 96,941 | $5.3M |
| Assenagon Asset Management S.A. | 0.01% | Add +1.6% | 88,774 | $4.9M |
| Hennessy Advisors Inc. | 0.18% | Reduce -2.1% | 84,800 | $4.7M |
| Metis Global Partners, LLC | 0.16% | Add +1.9% | 82,784 | $4.6M |
| Stifel Financial Corp. | 0.01% | Reduce -4.8% | 82,783 | $4.5M |
| Beaton Management Co. Inc. | 2.44% | Reduce -1.1% | 82,527 | $4.5M |
| K.J. Harrison & Partners Inc | 0.73% | Reduce -49.5% | 80,367 | $4.4M |
| Prudential PLC | 0.03% | Add +142.6% | 77,492 | $4.3M |
| Stablepoint Partners, LLC | 0.81% | Add +12.9% | 72,089 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -1.2% | 73,967 | $4.1M |
| Rempart Asset Management Inc. | 0.80% | Reduce -31.3% | 73,750 | $4.1M |
| JTC Employer Solutions Trustee Ltd | 0.26% | No change | 71,315 | $3.9M |
| Cumberland Partners Ltd | 0.28% | Reduce -18.0% | 71,143 | $3.9M |
| Hillsdale Investment Management Inc. | 0.31% | Reduce -23.0% | 70,562 | $3.9M |
| PCJ Investment Counsel Ltd. | 1.56% | Reduce -33.1% | 68,540 | $3.8M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce -1.4% | 67,127 | $3.7M |
| United Services Automobile Association | 0.09% | Reduce -3.7% | 66,403 | $3.7M |
| Pacifica Partners Inc. | 1.56% | Add +9.9% | 65,167 | $3.6M |
| Bessemer Group Inc. | 0.01% | Reduce -1.9% | 65,981 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | Add +0.0% | 65,904 | $3.6M |
| Knights of Columbus Asset Advisors LLC | 0.23% | Add +1.1% | 63,274 | $3.5M |
| Claret Asset Management Corp | 0.59% | Reduce -1.4% | 59,839 | $3.3M |
| Girard Partners LTD. | 0.30% | No change | 57,209 | $3.1M |
| Ninepoint Partners LP | 0.34% | Reduce -11.0% | 57,055 | $3.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.31% | Reduce -5.4% | 55,607 | $3.1M |
| Te Ahumairangi Investment Management Ltd | 0.59% | Reduce -1.4% | 55,581 | $3.1M |
| FORA Capital, LLC | 0.37% | Reduce -17.3% | 55,134 | $3.0M |
| Baldwin Wealth Partners LLC | 0.23% | No change | 54,833 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.5% | 54,183 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 50,904 | $2.8M |
| Auto-Owners Insurance Co | 0.07% | No change | 50,875 | $2.8M |
| Trust Co. of Vermont | 0.15% | Add +1.6% | 50,265 | $2.8M |
| Walleye Capital LLC | 0.03% | Add +27.5% | 49,728 | $2.7M |
| Quantinno Capital Management LP | 0.05% | Add +1.5% | 49,434 | $2.7M |
| Magnetar Financial LLC | 0.06% | Reduce -15.6% | 48,932 | $2.7M |
| Harvest Portfolios Group Inc. | 0.10% | Add +0.9% | 48,370 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.8% | 48,083 | $2.6M |
| Mariner, LLC | 0.01% | Reduce -18.1% | 48,074 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.5% | 46,961 | $2.6M |
| Creegan & Nassoura Financial Group, LLC | 1.71% | Add +16.9% | 45,255 | $2.5M |
| Cardinal Capital Management | 0.41% | Add +2.9% | 43,878 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.2% | 43,800 | $2.4M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.08% | Add +71.1% | 43,698 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +62.4% | 42,414 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.9% | 41,177 | $2.3M |
| Tacita Capital Inc | 1.59% | Reduce -5.8% | 40,935 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -60.9% | 40,582 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 40,526 | $2.2M |
| LVM Capital Management Ltd. | 0.24% | Reduce -62.9% | 38,791 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.4% | 38,450 | $2.1M |
| Cassaday & Co Wealth Management LLC | 0.07% | Reduce -1.6% | 38,206 | $2.1M |
| Wolverine Trading, LLC | 0.03% | Add +43.3% | 37,508 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 37,502 | $2.1M |
| Davis-Rea LTD. | 0.96% | Reduce -42.1% | 34,815 | $1.9M |
| Wasatch Advisors LP | 0.01% | Add +0.7% | 34,730 | $1.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 34,383 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.9% | 34,331 | $1.9M |
| Virtu Financial LLC | 0.13% | Add +13.0% | 34,159 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.3% | 33,379 | $1.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +0.3% | 32,985 | $1.8M |
| Rathbones Group PLC | 0.01% | Add +74.5% | 32,255 | $1.8M |
| Claro Advisors Inc. | 0.28% | Reduce -0.1% | 32,131 | $1.8M |
| Focus Partners Wealth | 0.01% | Add +107.2% | 32,080 | $1.8M |
| Pathway Financial Advisers, LLC | 0.61% | Reduce -0.5% | 30,999 | $1.7M |
| Gries Financial LLC | 0.35% | Reduce -1.6% | 30,754 | $1.7M |
| Graham Capital Management, L.P. | 0.11% | New | 30,613 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +161.5% | 30,595 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -62.5% | 30,276 | $1.7M |
| PARK CIRCLE Co | 1.62% | No change | 29,800 | $1.6M |
| Point72 Asset Management | 0.01% | New | 29,784 | $1.6M |
| Foster & Motley Inc. | 0.11% | Add +9.5% | 29,622 | $1.6M |
| WealthTrust Axiom LLC | 0.53% | Reduce -0.6% | 29,091 | $1.6M |
| Achmea Investment Management B.V. | 0.03% | New | 28,569 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.3% | 28,553 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +2.3% | 27,581 | $1.5M |
| Weaver C. Barksdale & Associates, Inc. | 1.43% | Reduce -1.7% | 27,345 | $1.5M |
| Wright Investors Service Inc. | 0.39% | Reduce -23.5% | 26,908 | $1.5M |
| Cardinal Capital Management, Inc. | 0.06% | Reduce -98.3% | 26,450 | $1.5M |
| Moors & Cabot, Inc. | 0.08% | Reduce -0.6% | 26,355 | $1.4M |
| Family Legacy, Inc. | 0.51% | Reduce -0.8% | 26,146 | $1.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +39.1% | 26,137 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | — | 23,706 | $1.4M |
| Highland Capital Management, LLC | 0.08% | Reduce -7.1% | 25,400 | $1.4M |
| Delta Financial Advisors LLC | 0.53% | Reduce -2.6% | 24,911 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.2% | 24,398 | $1.3M |
| Applied Capital LLC | 1.16% | Add +1.6% | 24,226 | $1.3M |
| Main Line Retirement Advisors, LLC | 1.00% | Add +2.7% | 23,866 | $1.3M |
| Security National Bank of So Dak | 0.78% | Reduce -1.2% | 23,858 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.7% | 23,561 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Reduce -11.5% | 23,496 | $1.3M |
| Plimoth Trust Co. LLC | 0.34% | Reduce -3.7% | 23,457 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -4.3% | 23,326 | $1.3M |
| Security National Bank of Sioux City Iowa | 0.92% | Reduce -1.2% | 23,120 | $1.3M |
| LRI Investments, LLC | 0.14% | No change | 22,991 | $1.3M |
| HRT Financial LP | 0.01% | Add +480.3% | 22,575 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -46.0% | 22,242 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -23.4% | 22,125 | $1.2M |
| Sumitomo Life Insurance Co. | 0.03% | New | 22,069 | $1.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | New | 22,069 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.3% | 22,066 | $1.2M |
| Crescent Sterling, Ltd. | 1.16% | Reduce -7.8% | 21,948 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.1% | 21,853 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +2.2% | 21,225 | $1.2M |
| Greenfield Seitz Capital Management, LLC | 0.43% | Reduce -2.9% | 21,188 | $1.2M |
| Bard Financial Services, Inc. | 0.12% | No change | 21,140 | $1.2M |
| Transcend Capital Advisors, LLC | 0.08% | Add +2.5% | 21,007 | $1.2M |
| Commons Capital, LLC | 1.37% | Reduce -2.2% | 20,677 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.7% | 20,627 | $1.1M |
| Blair William & Co. | 0.00% | Add +7.0% | 20,596 | $1.1M |
| Rhumbline Advisers | 0.00% | Reduce -10.3% | 19,739 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -9.9% | 19,320 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 19,002 | $1.0M |
| Advocate Group LLC | 0.21% | Reduce -45.5% | 18,644 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 18,313 | $1.0M |
| IMC-Chicago, LLC | 0.03% | Reduce -44.3% | 18,097 | $995K |
| Parsons Capital Management Inc. | 0.07% | Reduce -19.8% | 18,005 | $990K |
| Columbus Macro, LLC | 0.37% | Reduce -2.4% | 17,297 | $953K |
| Prio Wealth Limited Partnership | 0.03% | No change | 17,294 | $950K |
| Cerity Partners LLC | 0.00% | Reduce -44.1% | 17,030 | $936K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.9% | 16,907 | $929K |
| Coastline Trust Co | 0.11% | Reduce -1.2% | 16,864 | $927K |
| US Bancorp \de | 0.00% | Reduce -13.0% | 16,861 | $927K |
| Cobblestone Capital Advisors LLC | 0.06% | Add +1.0% | 16,794 | $923K |
| Adell Harriman & Carpenter Inc. | 0.07% | Reduce -73.9% | 16,610 | $913K |
| Fulton Bank, N.A. | 0.04% | Reduce -2.9% | 16,610 | $913K |
| Pacific Wealth Strategies Group, Inc. | 0.76% | Add +0.3% | 16,605 | $913K |
| Probity Advisors, Inc. | 0.19% | Add +14.2% | 16,581 | $911K |
| Signaturefd, LLC | 0.02% | Reduce -15.8% | 16,468 | $905K |
| Numerai GP LLC | 0.33% | New | 16,315 | $897K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -19.9% | 16,011 | $880K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.0% | 15,699 | $863K |
| Massachusetts Wealth Management | 0.57% | Reduce -1.7% | 15,493 | $851K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.8% | 15,469 | $850K |
| Headlands Technologies LLC | 0.09% | Add +261.3% | 15,289 | $840K |
| XTX Topco Ltd | 0.07% | Reduce -53.0% | 15,121 | $831K |
| American Assets Inc. | 0.30% | No change | 15,000 | $824K |
| Balanced Rock Investment Advisors LLC | 0.69% | Add +1.4% | 14,959 | $822K |
| Donaldson Capital Management, LLC | 0.03% | Add +5.1% | 14,857 | $817K |
| Sky Investment Group LLC | 0.16% | No change | 14,800 | $813K |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.7% | 14,708 | $808K |
| Walter Public Investments Inc. | 0.15% | No change | 14,469 | $795K |
| HM Payson & Co. | 0.01% | Reduce -1.4% | 14,323 | $787K |
| Natixis | 0.00% | New | 14,210 | $781K |
| NorthCoast Asset Management LLC | 0.01% | New | 13,357 | $735K |
| ARS Wealth Advisors Group, LLC | 0.09% | Add +10.6% | 13,270 | $729K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +49.5% | 13,120 | $721K |
| Chiron Capital Management, LLC | 0.69% | Add +61.8% | 13,108 | $720K |
| CenterStar Asset Management, LLC | 1.06% | Add +187.3% | 12,795 | $703K |
| Quilter Plc | 0.02% | Reduce -3.3% | 12,635 | $695K |
| Leo Wealth, LLC | 0.07% | Reduce -2.4% | 12,579 | $687K |
| Tobam | 0.11% | Reduce -4.9% | 9,099 | $684K |
| Silverlake Wealth Management LLC | 0.28% | Reduce -1.0% | 12,422 | $683K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.9% | 13,775 | $681K |
| First Trust Direct Indexing L.P. | 0.04% | Reduce -4.4% | 12,319 | $677K |
| Cresset Asset Management, LLC | 0.00% | Reduce -67.8% | 12,119 | $666K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -22.1% | 11,993 | $659K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -81.6% | 11,942 | $656K |
| Grey Ledge Advisors, LLC | 0.18% | Reduce -11.9% | 11,902 | $654K |
| LMR Partners LLP | 0.02% | New | 11,755 | $646K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -1.9% | 11,718 | $644K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.0% | 11,711 | $644K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -15.0% | 11,711 | $644K |
| Engineers Gate Manager LP | 0.01% | New | 11,687 | $642K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.5% | 11,600 | $638K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.1% | 11,579 | $636K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 11,578 | $636K |
| Baskin Financial Services Inc. | 0.05% | Reduce -89.4% | 11,552 | $635K |
| IFG Advisory, LLC | 0.04% | New | 11,541 | $634K |
| Syon Capital LLC | 0.06% | Reduce -5.9% | 11,539 | $634K |
| Consolidated Portfolio Review Corp | 0.15% | Reduce -1.3% | 11,431 | $628K |
| Forum Financial Management, LP | 0.01% | No change | 11,378 | $625K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -4.2% | 11,338 | $623K |
| Davis R M Inc. | 0.01% | Reduce -2.4% | 11,022 | $606K |
| Archer Investment Corp | 0.18% | No change | 11,000 | $605K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.5% | 10,950 | $602K |
| MML Investors Services, LLC | 0.00% | Add +63.9% | 10,754 | $591K |
| Bridgewater Advisors Inc. | 0.07% | New | 10,154 | $588K |
| SkyOak Wealth, LLC | 0.14% | Add +0.8% | 10,673 | $587K |
| Affinity Capital Advisors, LLC | 0.12% | Reduce -0.4% | 10,592 | $582K |
| Boston Trust Walden Corp | 0.00% | Reduce -8.7% | 10,550 | $580K |
| Grayhawk Investment Strategies Inc. | 2.59% | Reduce -2.9% | 7,554 | $568K |
| Guggenheim Capital LLC | 0.00% | Reduce -65.0% | 10,309 | $567K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -5.3% | 9,980 | $562K |
| Ti-Trust, Inc. | 0.43% | No change | 10,219 | $562K |
| Fullerton Fund Management Co Ltd. | 0.03% | Add +22.9% | 10,200 | $561K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 10,196 | $560K |
| Hartford Financial Management Inc. | 0.12% | Reduce -1.0% | 10,176 | $559K |
| First Affirmative Financial Network | 0.39% | Add +1.9% | 10,120 | $556K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -63.1% | 9,965 | $548K |
| Community Bank, N.A. | 0.07% | Reduce -5.3% | 9,853 | $541K |
| Nebula Research & Development LLC | 0.09% | New | 9,836 | $541K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.2% | 9,793 | $538K |
| Burney Co./ | 0.02% | Reduce -0.8% | 9,770 | $537K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -8.1% | 9,527 | $524K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.1% | 9,501 | $522K |
| Daiwa Securities Group Inc. | 0.00% | No change | 9,500 | $522K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 9,323 | $512K |
| Raymond James Trust N.A. | 0.01% | Add +1.8% | 9,062 | $498K |
| CRA Financial Services, LLC | 0.10% | Add +1.1% | 9,007 | $495K |
| Glenmede Trust Co. NA | 0.00% | Reduce -5.1% | 8,986 | $494K |
| Keybank National Association | 0.00% | Reduce -1.1% | 8,922 | $490K |
| Harbour Investments, Inc. | 0.02% | Reduce -4.6% | 8,900 | $489K |
| Alhambra Investment Management LLC | 0.26% | Reduce -4.1% | 8,626 | $474K |
| Valley National Advisers Inc. | 0.07% | Reduce -23.1% | 8,599 | $471K |
| Boston Financial Mangement LLC | 0.01% | Reduce -1.2% | 8,460 | $465K |
| Prospera Financial Services Inc | 0.01% | Add +0.7% | 8,408 | $462K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -38.2% | 8,375 | $460K |
| Stevens Capital Management LP | 0.15% | Reduce -36.2% | 8,300 | $456K |
| Unigestion Holding SA | 0.02% | New | 7,021 | $454K |
| Mgo One Seven LLC | 0.02% | Reduce -20.5% | 8,252 | $454K |
| Gradient Investments LLC | 0.01% | Add +3.0% | 8,159 | $448K |
| Aureus Asset Management, LLC | 0.03% | No change | 8,000 | $440K |
| Bleakley Financial Group, LLC | 0.01% | Add +8.9% | 7,966 | $438K |
| Simplicity Wealth,LLC | 0.01% | Add +9.3% | 7,966 | $438K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 7,920 | $435K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -3.5% | 7,871 | $433K |
| Atria Investments, Inc | 0.01% | New | 7,765 | $427K |
| Vise Technologies, Inc. | 0.07% | Add +3.2% | 7,691 | $423K |
| Campion Asset Management | 0.33% | Reduce -27.9% | 7,663 | $421K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -12.1% | 7,643 | $420K |
| Enterprise Bank & Trust Co | 0.14% | No change | 7,622 | $419K |
| Greenfield Savings Bank | 0.21% | Reduce -2.5% | 7,574 | $416K |
| NFJ Investment Group, LLC | 0.01% | New | 7,541 | $414K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -7.9% | 7,494 | $412K |
| Old Port Advisors | 0.12% | Add +3.2% | 7,480 | $411K |
| Cordatus Wealth Management LLC | 0.15% | New | 7,475 | $411K |
| Brown Shipley& Co Ltd | 0.18% | Reduce -7.1% | 5,400 | $406K |
| Passumpsic Savings Bank | 0.29% | Reduce -48.1% | 7,336 | $403K |
| Tower Bridge Advisors | 0.05% | Reduce -12.4% | 7,333 | $403K |
| FineMark National Bank & Trust | 0.01% | No change | 7,268 | $399K |
| Ranch Capital Advisors Inc. | 0.21% | Reduce -1.5% | 7,250 | $398K |
| Intrua Financial, LLC | 0.06% | Add +2.5% | 7,228 | $397K |
| Wesbanco Bank Inc. | 0.01% | No change | 7,195 | $395K |
| Hanson & Doremus Investment Management | 0.07% | Reduce -8.4% | 7,185 | $395K |
| Essex Financial Services, Inc. | 0.03% | Add +15.7% | 6,926 | $393K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.9% | 7,140 | $392K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.1% | 7,119 | $391K |
| Cwm, LLC | 0.00% | Add +7.6% | 7,038 | $387K |
| TFG Advisers LLC | 0.15% | Reduce -1.8% | 7,028 | $386K |
| Covenant Asset Management, LLC | 0.09% | No change | 6,942 | $382K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.8% | 6,900 | $379K |
| Brown Advisory Inc. | 0.00% | Reduce -2.8% | 6,878 | $378K |
| Aries Wealth Management | 0.12% | Reduce -11.1% | 6,828 | $375K |
| Aigen Investment Management, LP | 0.07% | New | 6,779 | $373K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 6,735 | $370K |
| Calton & Associates, Inc. | 0.18% | Add +45.6% | 6,700 | $368K |
| Wealth Management Associates, Inc. | 0.17% | No change | 6,696 | $368K |
| Compound Planning, Inc. | 0.03% | Add +9.4% | 6,639 | $365K |
| Five Oceans Advisors | 0.19% | Add +24.0% | 6,608 | $363K |
| Keynote Financial Services LLC | 0.30% | No change | 6,553 | $360K |
| Two Sigma Securities, LLC | 0.02% | New | 6,500 | $357K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 6,478 | $356K |
| Hemenway Trust Co LLC | 0.03% | Reduce -5.0% | 6,330 | $348K |
| LGT Group Foundation | 0.01% | Reduce -63.9% | 6,300 | $346K |
| KCM Investment Advisors LLC | 0.01% | No change | 6,297 | $346K |
| Verition Fund Management LLC | 0.00% | Reduce -53.3% | 6,232 | $343K |
| Bayesian Capital Management, LP | 0.04% | New | 6,164 | $339K |
| Henry James International Management Inc. | 0.12% | Reduce -21.8% | 6,157 | $338K |
| QRG Capital Management, Inc. | 0.00% | Add +0.3% | 6,154 | $338K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +25.6% | 6,125 | $337K |
| Hart & Patterson Financial Group LLC | 0.17% | No change | 6,119 | $336K |
| Cabot Wealth Management Inc. | 0.04% | No change | 6,032 | $332K |
| YHB Investment Advisors, Inc. | 0.03% | Add +0.0% | 6,017 | $331K |
| Allworth Financial LP | 0.00% | Reduce -32.6% | 5,633 | $326K |
| PDS Planning, Inc | 0.03% | Reduce -3.8% | 5,916 | $325K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -63.2% | 5,903 | $324K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +2.6% | 5,717 | $314K |
| SlateStone Wealth, LLC | 0.03% | Add +2.1% | 5,660 | $311K |
| McIlrath & Eck, LLC | 0.05% | No change | 5,644 | $310K |
| Assetmark, Inc. | 0.00% | Reduce -30.5% | 5,631 | $309K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.2% | 5,612 | $309K |
| Triasima Portfolio Management inc. | 0.03% | Reduce -99.2% | 5,600 | $308K |
| Caprock Group, LLC | 0.01% | New | 5,542 | $305K |
| Cypress Capital Group | 0.04% | Add +7.1% | 5,536 | $304K |
| Marcum Wealth, LLC | 0.03% | Reduce -0.8% | 5,528 | $304K |
| Mutual Advisors, LLC | 0.01% | Add +38.8% | 5,243 | $303K |
| Freedom Investment Management, Inc. | 0.02% | Add +2.5% | 5,479 | $301K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,094 | $301K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -14.2% | 5,464 | $300K |
| Jones Financial Companies LLLP | 0.00% | Add +234.8% | 5,427 | $298K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 5,310 | $292K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 5,275 | $290K |
| Drive Wealth Management, LLC | 0.08% | Reduce -0.0% | 5,245 | $288K |
| WASHINGTON TRUST Co | 0.01% | Reduce -3.0% | 5,225 | $287K |
| Ethic Inc. | 0.01% | Add +1.3% | 5,186 | $285K |
| Powers Advisory Group, LLC | 0.15% | Reduce -1.1% | 5,153 | $283K |
| Twin Tree Management, LP | 0.01% | Reduce -87.4% | 5,036 | $277K |
| Hoylecohen, LLC | 0.02% | No change | 5,000 | $275K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -0.1% | 5,000 | $275K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.4% | 5,000 | $275K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -2.0% | 4,947 | $272K |
| Bennett Selby Investments LP | 0.12% | New | 4,904 | $270K |
| Lane & Associates LLC | 0.16% | Reduce -1.1% | 4,850 | $267K |
| MAI Capital Management | 0.00% | Add +3.3% | 4,798 | $264K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.2% | 4,782 | $263K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -1.0% | 4,748 | $261K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.6% | 4,748 | $261K |
| Cooper Financial Group | 0.04% | Reduce -42.5% | 4,738 | $260K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 4,723 | $260K |
| Verdence Capital Advisors LLC | 0.02% | Add +7.1% | 4,700 | $258K |
| West Family Investments, Inc. | 0.08% | Reduce -6.5% | 4,665 | $256K |
| Fiduciary Group, LLC | 0.03% | No change | 4,644 | $255K |
| Legacy Capital Group California, Inc. | 0.09% | Add +7.5% | 4,595 | $253K |
| JCIC Asset Management Inc. | 0.10% | No change | 4,553 | $250K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 4,553 | $250K |
| CW Advisors, LLC | 0.00% | Reduce -9.9% | 4,552 | $250K |
| Saturna Capital Corp. | 0.00% | No change | 4,500 | $247K |
| Bath Savings Trust Co | 0.03% | No change | 4,480 | $246K |
| Berger Financial Group, Inc | 0.02% | Add +0.5% | 4,467 | $246K |
| Linden Thomas Advisory Services, LLC | 0.04% | Add +19.4% | 4,432 | $244K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +10.1% | 4,402 | $242K |
| Means Investment Co., Inc. | 0.03% | Reduce -19.6% | 4,399 | $242K |
| Bison Wealth, LLC | 0.04% | No change | 3,995 | $241K |
| Independent Advisor Alliance | 0.01% | Reduce -11.8% | 4,350 | $239K |
| Whittier Trust Co. | 0.00% | Reduce -21.6% | 4,345 | $239K |
| Westover Capital Advisors, LLC | 0.06% | New | 4,330 | $238K |
| Asahi Life Asset Management Co., LTD. | 0.16% | Reduce -1.1% | 4,310 | $237K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 4,271 | $235K |
| Macquarie Group Ltd. | 0.00% | No change | 4,211 | $232K |
| Jacobi Capital Management LLC | 0.02% | Reduce -15.8% | 4,210 | $231K |
| DRW Securities, LLC | 0.01% | New | 4,200 | $231K |
| Evergreen Capital Management LLC | 0.01% | Reduce -68.1% | 4,197 | $231K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -2.4% | 4,025 | $221K |
| Burns J W & Co. Inc. | 0.03% | No change | 4,010 | $220K |
| Breakwater Capital Group | 0.05% | Reduce -6.7% | 3,982 | $219K |
| GMT Capital Corp | 0.01% | New | 3,960 | $218K |
| PFG Investments, LLC | 0.02% | Reduce -73.7% | 3,941 | $217K |
| JFS Wealth Advisors, LLC | 0.02% | Add +2.1% | 3,937 | $216K |
| Adirondack Trust Co. | 0.09% | No change | 3,843 | $211K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +7.8% | 3,836 | $211K |
| Parallel Advisors, LLC | 0.01% | Reduce -17.4% | 3,818 | $210K |
| Park Avenue Securities LLC | 0.00% | Add +4.6% | 3,809 | $209K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -34.5% | 3,800 | $209K |
| Rossmore Private Capital | 0.03% | No change | 3,796 | $209K |
| Karpas Strategies, LLC | 0.07% | No change | 3,770 | $207K |
| Columbia Bank | 0.08% | No change | 3,750 | $206K |
| Pinnacle West Asset Management, Inc. | 0.16% | Reduce -28.9% | 3,750 | $206K |
| Firestone Capital Management | 0.06% | No change | 3,740 | $206K |
| Empirical Asset Management, LLC | 0.08% | No change | 3,708 | $204K |
| Colonial Trust Co / SC | 0.04% | Add +36.8% | 3,686 | $203K |
| Telos Capital Management, Inc. | 0.02% | No change | 3,646 | $200K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -42.3% | 3,646 | $200K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -26.6% | 2,663 | $200K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 3,640 | $200K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.2% | 3,575 | $199K |
| CVA Family Office, LLC | 0.04% | No change | 3,600 | $198K |
| Investors Research Corp | 0.05% | No change | 3,567 | $196K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,559 | $196K |
| Costello Asset Management, INC | 0.14% | Reduce -16.6% | 3,400 | $187K |
| M&R Capital Management Inc. | 0.04% | Add +0.4% | 3,149 | $173K |
| United Community Bank | 0.07% | Add +1.1% | 3,064 | $168K |
| Northwest Capital Management Inc | 0.06% | No change | 3,050 | $168K |
| Cromwell Holdings LLC | 0.10% | — | 2,941 | $162K |
| Lindbrook Capital, LLC | 0.02% | Reduce -4.3% | 2,934 | $161K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,890 | $159K |
| Arrow Financial Corp | 0.01% | No change | 2,668 | $147K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.5% | 2,668 | $147K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.8% | 2,610 | $143K |
| Quadrant Capital Group LLC | 0.01% | Reduce -15.5% | 2,540 | $140K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,480 | $136K |
| Addison Advisors LLC | 0.04% | Reduce -44.7% | 2,418 | $133K |
| SG Americas Securities, LLC | 0.00% | New | 2,371 | $130K |
| Bangor Savings Bank | 0.01% | No change | 2,364 | $130K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.1% | 2,346 | $129K |
| Avior Wealth Management, LLC | 0.01% | Reduce -13.3% | 2,303 | $127K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,273 | $125K |
| Trust Co | 0.02% | Reduce -6.6% | 2,270 | $125K |
| Key Financial Inc | 0.03% | Add +387.1% | 2,265 | $124K |
| Lanark Financial, Inc. | 0.01% | Reduce -17.7% | 2,273 | $124K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +24.0% | 2,236 | $123K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.0% | 1,996 | $109K |
| Global Retirement Partners, LLC | 0.00% | Add +82.2% | 1,928 | $106K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -3.4% | 1,892 | $104K |
| Capital Analysts, LLC | 0.00% | Add +25.4% | 1,711 | $94K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +21.7% | 1,683 | $92K |
| Rosenberg Matthew Hamilton | 0.03% | Add +3.4% | 1,567 | $85K |
| Lynx Investment Advisory | 0.06% | — | 1,510 | $83K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +16.8% | 1,443 | $79K |
| Huntington National Bank | 0.00% | Reduce -39.0% | 1,435 | $79K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.6% | 1,380 | $76K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,325 | $73K |
| Spire Wealth Management | 0.00% | Reduce -35.5% | 1,289 | $71K |
| Financial Perspectives, Inc | 0.03% | No change | 1,238 | $68K |
| Tompkins Financial Corp. | 0.01% | No change | 1,200 | $66K |
| Fifth Third Bancorp | 0.00% | Add +5.2% | 1,181 | $65K |
| State of Wyoming | 0.01% | Reduce -2.3% | 1,173 | $64K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -43.3% | 1,128 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -66.3% | 1,113 | $61K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +1.2% | 1,113 | $61K |
| Lazard Asset Management LLC | 0.00% | Reduce -99.7% | 1,104 | $60K |
| Versant Capital Management, Inc | 0.01% | Add +4.5% | 1,045 | $57K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,027 | $56K |
| Hilltop National Bank | 0.02% | Reduce -0.8% | 1,026 | $56K |
| Bokf, NA | 0.00% | No change | 1,014 | $56K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 1,004 | $55K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,000 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.3% | 915 | $54K |
| American Capital Advisory, LLC | 0.04% | No change | 801 | $52K |
| Walleye Trading LLC | 0.00% | Reduce -29.1% | 934 | $51K |
| Byrne Asset Management LLC | 0.04% | No change | 929 | $51K |
| Janiczek Wealth Management, LLC | 0.01% | Reduce -38.5% | 926 | $51K |
| Independence Bank of Kentucky | 0.01% | No change | 925 | $51K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -10.6% | 922 | $51K |
| Private Trust Co. NA | 0.01% | Reduce -46.6% | 916 | $50K |
| Bfsg, LLC | 0.01% | Reduce -35.8% | 897 | $49K |
| Kimelman & Baird, LLC | 0.00% | — | 883 | $49K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 866 | $48K |
| Ravenstone Capital Management Inc. | 0.03% | No change | 851 | $47K |
| Eagle Bay Advisors LLC | 0.03% | Reduce -10.2% | 817 | $45K |
| Citizens National Bank Trust Department | 0.01% | No change | 800 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 718 | $42K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -17.5% | 718 | $39K |
| Blue Trust, Inc. | 0.00% | Add +50.7% | 630 | $38K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 667 | $37K |
| Mascoma Wealth Management LLC | 0.01% | No change | 644 | $35K |
| Voisard Asset Management Group, Inc. | 0.02% | Reduce -36.5% | 643 | $35K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 600 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 600 | $32K |
| Triad Wealth Partners, LLC | 0.02% | New | 571 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -18.6% | 565 | $31K |
| Bank of New Hampshire | 0.01% | No change | 500 | $27K |
| Caldwell Trust Co | 0.00% | Reduce -19.4% | 500 | $27K |
| First Financial Corp. | 0.01% | Reduce -19.9% | 500 | $27K |
| Logan Capital Management Inc. | 0.00% | No change | 496 | $27K |
| Oakworth Capital, Inc. | 0.00% | No change | 486 | $27K |
| Bray Capital Advisors | 0.01% | No change | 460 | $25K |
| Mather Group, Llc. | 0.00% | Reduce -8.8% | 406 | $25K |
| Leonteq Securities AG | 0.00% | Add +440.8% | 411 | $24K |
| Park Place Capital Corp | 0.01% | No change | 419 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -0.5% | 416 | $23K |
| First PREMIER Bank | 0.01% | New | 400 | $22K |
| St Germain D J Co. Inc. | 0.00% | Reduce -48.8% | 388 | $21K |
| Smithfield Trust Co | 0.00% | Reduce -5.3% | 376 | $21K |
| Principal Securities, Inc. | 0.00% | Add +9.0% | 376 | $21K |
| Quent Capital, LLC | 0.00% | No change | 359 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | — | 352 | $19K |
| Compass Wealth Management LLC | 0.00% | No change | 350 | $19K |
| Piscataqua Savings Bank | 0.02% | Reduce -58.7% | 338 | $19K |
| Anchor Investment Management, LLC | 0.00% | Add +0.0% | 333 | $18K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 332 | $18K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1.0% | 297 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +30.3% | 284 | $16K |
| Balefire, LLC | 0.01% | Reduce -30.7% | 266 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +344.8% | 258 | $14K |
| Montag A & Associates Inc. | 0.00% | New | 249 | $14K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 246 | $14K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 245 | $13K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 244 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | Add +9.2% | 237 | $13K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 235 | $13K |
| Annapolis Financial Services, LLC | 0.00% | No change | 234 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 215 | $12K |
| TD Private Client Wealth LLC | 0.00% | Reduce -97.9% | 210 | $12K |
| Grove Bank & Trust | 0.00% | Reduce -90.8% | 208 | $11K |
| Advantage Trust Co | 0.01% | No change | 200 | $11K |
| Planning Capital Management Corp | 0.01% | No change | 200 | $11K |
| WR Wealth Planners, LLC | 0.00% | No change | 200 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 200 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 175 | $10K |
| ZynergyRetirementPlanningLLC | 0.01% | — | 164 | $9K |
| NFSG Corp | 0.00% | No change | 164 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 178 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +234.8% | 154 | $8K |
| City State Bank | 0.00% | No change | 153 | $8K |
| Dunhill Financial, LLC | 0.01% | No change | 151 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 150 | $8K |
| Continuum Advisory, LLC | 0.00% | Reduce -11.0% | 146 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -2.0% | 144 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 135 | $7K |
| Manchester Capital Management LLC | 0.00% | No change | 125 | $7K |
| Exchange Traded Concepts, LLC | 0.00% | Add +55.4% | 115 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +216.7% | 114 | $6K |
| General Partner, Inc. | 0.00% | No change | 110 | $6K |
| Summit Securities Group LLC | 0.00% | No change | 100 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 82 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 63 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -76.5% | 68 | $4K |
| Venturi Wealth Management, LLC | 0.00% | Add +81.8% | 60 | $3K |
| Beacon Capital Management, LLC | 0.00% | Add +163.6% | 58 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 50 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 47 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -89.8% | 41 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 33 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | New | 33 | $2K |
| Creekmur Asset Management LLC | 0.00% | New | 30 | $2K |
| Larson Financial Group LLC | 0.00% | New | 29 | $2K |
| Brown Financial Advisors | 0.00% | — | 25 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 25 | $1K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 21 | $1K |
| Clean Yield Group | 0.00% | New | 22 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Opal Wealth Advisors, LLC | 0.00% | New | 19 | $1K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 19 | $1K |
| Asset Dedication, LLC | 0.00% | New | 18 | $990 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $880 |
| Main Street Group, LTD | 0.00% | No change | 14 | $764 |
| Johnson Financial Group, Inc. | 0.00% | No change | 12 | $660 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $550 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $550 |
| Highline Wealth Partners LLC | 0.00% | New | 10 | $550 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 8 | $440 |
| Burkett Financial Services, LLC | 0.00% | No change | 2 | $110 |
| Atwood & Palmer Inc. | 0.00% | No change | 2 | $110 |
"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.