Toronto-Dominion BankTD
13F holders, Q3 2024 (September 30)688holders +16
70new positions
54sold out
7famous investors
$63.40avg. 13F price*
At the end of Q3 2024, 688 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, up 16 from Q2 2024. 70 opened new positions and 54 sold out. The largest holders were Royal Bank of Canada ($9.3B), Bank of Montreal ($5.7B) and Vanguard Group Inc. ($4.6B). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Toronto-Dominion Bank
- CUSIP
- 891160509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $330.3M |
| Exits | 54 | $61.5M |
All 13F filers, Q2 2024 → Q3 2024: 71,444,809 shares bought and 41,801,974 shares sold, net +29,642,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 688 holders
| Royal Bank of Canada | 2.08% | Add +3.6% | 147,495,181 | $9.3B |
| Bank of Montreal | 2.69% | Add +5.9% | 90,636,770 | $5.7B |
| Vanguard Group Inc. | 0.08% | Add +1.8% | 72,702,617 | $4.6B |
| Cibc World Market Inc. | 6.25% | Reduce -12.9% | 43,872,290 | $2.8B |
| TD Asset Management Inc | 2.33% | Add +1.5% | 41,510,920 | $2.6B |
| Bank of Nova Scotia | 4.67% | Add +2.3% | 36,497,653 | $2.3B |
| FIL Ltd | 1.91% | Add +145.8% | 33,233,165 | $2.1B |
| 1832 Asset Management L.P. | 2.87% | Add +4.9% | 27,078,700 | $1.7B |
| National Bank of Canada | 2.25% | Reduce -10.6% | 26,701,854 | $1.7B |
| Mackenzie Financial Corp. | 2.33% | Add +1.9% | 26,499,202 | $1.7B |
| Norges Bank | 0.16% | Reduce -2.3% | 18,592,971 | $1.2B |
| Goldman Sachs Group Inc. | 0.21% | Add +29.0% | 17,055,089 | $1.1B |
| CIBC Asset Management Inc | 3.40% | Add +5.5% | 16,515,643 | $1.0B |
| Beutel, Goodman & Co Ltd. | 5.05% | Reduce -1.8% | 16,181,071 | $1.0B |
| Federation des caisses Desjardins du Quebec | 4.57% | Reduce -25.3% | 14,610,397 | $924.2M |
| Bank of America Corp. | 0.08% | Add +11.3% | 13,679,149 | $865.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5.19% | Reduce -1.0% | 13,676,441 | $864.7M |
| Manufacturers Life Insurance Company, The | 0.76% | Add +24.9% | 13,509,261 | $854.8M |
| Massachusetts Financial Services Co. | 0.23% | Add +2.5% | 12,186,545 | $770.9M |
| Scotia Capital Inc. | 3.92% | Add +0.5% | 11,590,765 | $732.4M |
| Legal & General Group Plc | 0.17% | Add +0.9% | 10,173,461 | $644.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 2.99% | Add +1.5% | 9,761,308 | $617.2M |
| TD Waterhouse Canada Inc. | 4.94% | Add +0.4% | 9,605,261 | $609.0M |
| Mufg Securities (canada), LTD. | 26.60% | Add +902.2% | 9,400,186 | $595.2M |
| Toronto Dominion Bank | 1.05% | Reduce -9.2% | 9,392,821 | $594.2M |
| Geode Capital Management, LLC | 0.04% | Add +6.4% | 7,962,173 | $506.8M |
| Canada Pension Plan Investment Board | 0.48% | Reduce -1.4% | 7,966,689 | $504.3M |
| Deutsche Bank AG | 0.20% | Add +3.0% | 7,884,844 | $498.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -34.2% | 6,977,381 | $441.4M |
| Dimensional Fund Advisors LP | 0.10% | Add +16.9% | 6,789,053 | $429.5M |
| FMR LLC | 0.03% | Add +9.9% | 6,553,761 | $414.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.93% | Add +61.1% | 6,011,579 | $380.1M |
| Fiera Capital Corp | 1.11% | Add +1.1% | 5,825,506 | $368.8M |
| Capital Research Global Investors | 0.07% | Add +0.0% | 5,623,801 | $355.6M |
| Agf Management Ltd. | 1.80% | Add +7.1% | 5,098,352 | $352.4M |
| Morgan Stanley | 0.03% | Reduce -40.8% | 5,496,269 | $347.7M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +4.8% | 4,871,057 | $308.3M |
| Alberta Investment Management Corp | 2.69% | Add +8.0% | 4,668,719 | $295.5M |
| Invesco Ltd. | 0.05% | Reduce -0.5% | 4,394,450 | $278.0M |
| Arrowstreet Capital, Limited Partnership | 0.19% | Add +39.0% | 3,615,920 | $228.7M |
| Clearbridge Investments, LLC | 0.16% | Add +8.5% | 3,326,011 | $207.9M |
| Letko, Brosseau & Associates Inc. | 3.69% | Reduce -4.1% | 3,214,035 | $203.5M |
| HSBC Holdings PLC | 0.12% | Add +1325.1% | 3,103,466 | $196.2M |
| State Street Corp. | 0.01% | Reduce -2.1% | 3,098,321 | $196.0M |
| Amundi | 0.06% | Add +1.9% | 2,554,715 | $162.0M |
| Intact Investment Management Inc. | 5.35% | Add +0.1% | 2,549,134 | $161.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -12.5% | 2,538,031 | $160.6M |
| Quadrature Capital Ltd | 3.54% | Add +175.5% | 2,467,300 | $156.2M |
| Caisse de depot et placement du Quebec | 0.29% | Add +64.6% | 2,273,520 | $143.9M |
| Aviso Financial Inc. | 7.04% | Add +1.8% | 2,247,017 | $142.1M |
| Sprucegrove Investment Management Ltd. | 7.65% | Add +11.2% | 2,164,430 | $136.9M |
| Addenda Capital Inc. | 4.72% | Add +0.9% | 1,546,439 | $132.3M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -1.4% | 2,071,264 | $131.1M |
| Voloridge Investment Management, LLC | 0.45% | Reduce -9.7% | 1,962,134 | $124.1M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 8.36% | Reduce -0.1% | 1,896,008 | $119.9M |
| MUFG Securities EMEA plc | 4.73% | New | 1,350,000 | $115.5M |
| JARISLOWSKY, FRASER Ltd | 0.54% | Reduce -6.2% | 1,521,200 | $96.3M |
| CANADA LIFE ASSURANCE Co | 0.16% | Reduce -10.1% | 1,471,360 | $93.2M |
| Dixon Mitchell Investment Counsel Inc. | 4.18% | Add +4.5% | 1,452,493 | $91.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.0% | 1,416,113 | $89.6M |
| Wells Fargo & Company | 0.02% | Reduce -41.6% | 1,391,095 | $88.0M |
| Korea Investment CORP | 0.20% | Reduce -9.1% | 1,330,368 | $84.2M |
| BlackRock, Inc. | 0.00% | — | 1,260,265 | $79.7M |
| DekaBank Deutsche Girozentrale | 0.13% | Reduce -0.1% | 1,141,081 | $72.0M |
| Value Partners Investments Inc. | 5.58% | Reduce -6.7% | 1,087,979 | $68.9M |
| UBS Group AG | 0.02% | Add +39.5% | 1,074,559 | $68.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 7.36% | Reduce -2.8% | 1,065,881 | $67.4M |
| State of Tennessee, Department of Treasury | 0.22% | Reduce -2.0% | 997,982 | $63.2M |
| Russell Investments Group, Ltd. | 0.09% | Reduce -15.0% | 988,359 | $62.6M |
| Capital World Investors | 0.01% | Reduce -31.3% | 975,645 | $61.7M |
| Burgundy Asset Management Ltd. | 0.60% | Add +0.2% | 951,935 | $60.2M |
| Aviva PLC | 0.16% | Add +2.5% | 945,193 | $59.8M |
| QV Investors Inc. | 4.84% | Reduce -0.3% | 865,227 | $54.8M |
| Franklin Resources Inc. | 0.02% | Reduce -0.3% | 921,022 | $53.4M |
| Northern Trust Corp. | 0.01% | Add +7.5% | 838,733 | $53.1M |
| Guardian Capital LP | 1.93% | Add +11.1% | 830,531 | $52.6M |
| Bank of Nova Scotia Trust Co. | 5.30% | Reduce -0.2% | 825,475 | $52.2M |
| Pictet Asset Management Holding SA | 0.06% | Add +3.2% | 801,497 | $50.9M |
| First Trust Advisors LP | 0.05% | Reduce -9.9% | 794,671 | $50.3M |
| Marshall Wace, LLP | 0.07% | Reduce -45.9% | 794,301 | $50.2M |
| Nexus Investment Management ULC | 4.70% | Reduce -0.3% | 756,342 | $47.9M |
| Montrusco Bolton Investments Inc. | 0.49% | Reduce -52.5% | 737,045 | $46.7M |
| Guardian Capital Advisors LP | 4.58% | Add +1.4% | 731,469 | $46.5M |
| D. E. Shaw & Co. | 0.07% | Reduce -71.8% | 731,031 | $46.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Add +1.6% | 686,551 | $43.5M |
| Zurich Insurance Group Ltd | 0.37% | New | 683,384 | $43.3M |
| Northwest & Ethical Investments L.P. | 1.13% | Add +2.4% | 675,492 | $42.7M |
| Two Sigma Investments, LP | 0.09% | Reduce -50.7% | 629,183 | $39.8M |
| Renaissance Technologies | 0.06% | New | 619,580 | $39.2M |
| UniSuper Management Pty Ltd | 0.29% | Add +83.5% | 455,200 | $38.9M |
| Galibier Capital Management Ltd. | 8.71% | Add +24.6% | 608,613 | $38.5M |
| Citigroup Inc. | 0.04% | Reduce -27.3% | 600,405 | $38.0M |
| Nicola Wealth Management LTD. | 3.00% | Add +29.1% | 441,602 | $37.8M |
| GMO | 0.12% | Reduce -3.5% | 585,158 | $37.0M |
| Cidel Asset Management Inc. | 2.45% | Add +9.2% | 546,635 | $34.6M |
| Waratah Capital Advisors Ltd. | 2.06% | New | 545,298 | $34.5M |
| Forsta Ap-Fonden | 0.23% | Add +3.2% | 466,500 | $29.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -3.5% | 428,695 | $27.1M |
| Van Eck Associates Corp. | 0.03% | Add +25.2% | 465,365 | $26.4M |
| Royal London Asset Management Ltd. | 0.06% | Reduce -1.3% | 415,199 | $26.3M |
| Candriam S.C.A. | 0.15% | Reduce -15.2% | 397,343 | $25.2M |
| Mn Services Vermogensbeheer B.V. | 0.17% | Reduce -4.2% | 384,100 | $24.3M |
| Advisors Capital Management, LLC | 0.39% | Add +13.7% | 375,320 | $23.7M |
| OMERS ADMINISTRATION Corp | 0.22% | Reduce -0.1% | 374,488 | $23.7M |
| Citadel Advisors | 0.03% | Reduce -68.0% | 372,537 | $23.6M |
| M&T Bank Corp | 0.08% | Reduce -4.0% | 372,278 | $23.6M |
| Varma Mutual Pension Insurance Co | 0.19% | New | 425,498 | $23.5M |
| AXA S.A. | 0.07% | Reduce -66.2% | 369,875 | $23.4M |
| Public Employees Retirement System of Ohio | 0.09% | New | 331,080 | $21.0M |
| Godsey & Gibb, Inc. | 1.99% | Add +3.5% | 328,514 | $20.8M |
| AMF Tjanstepension AB | 0.14% | No change | 313,809 | $19.9M |
| American Century Companies Inc. | 0.01% | Reduce -41.6% | 312,210 | $19.7M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -14.3% | 304,850 | $19.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -48.9% | 299,832 | $19.0M |
| DORCHESTER WEALTH MANAGEMENT Co | 3.44% | Reduce -0.3% | 303,046 | $18.9M |
| APG Asset Management N.V. | 0.12% | Reduce -91.6% | 322,484 | $18.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +0.5% | 287,064 | $18.2M |
| USS Investment Management Ltd | 0.13% | No change | 283,631 | $17.9M |
| Sei Investments Co. | 0.02% | Add +14.9% | 283,270 | $17.9M |
| Wellington Management Group LLP | 0.00% | Reduce -27.4% | 281,427 | $17.8M |
| Sienna Gestion | 1.12% | Add +18.1% | 267,093 | $16.9M |
| Intech Investment Management LLC | 0.19% | Reduce -12.1% | 263,873 | $16.7M |
| Heathbridge Capital Management Ltd. | 6.09% | Reduce -0.5% | 253,580 | $16.0M |
| Alyeska Investment Group, L.P. | 0.08% | New | 250,000 | $15.8M |
| Jane Street Group, LLC | 0.02% | Add +58.7% | 232,178 | $14.7M |
| Erste Asset Management GmbH | 0.18% | Add +0.3% | 231,213 | $14.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Add +2.8% | 231,152 | $14.6M |
| Public Sector Pension Investment Board | 0.08% | Reduce -1.3% | 228,904 | $14.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.94% | Add +21.7% | 119,830 | $14.2M |
| Crossmark Global Holdings, Inc. | 0.25% | Reduce -15.4% | 220,599 | $14.0M |
| LPL Financial LLC | 0.01% | Add +2.0% | 215,360 | $13.6M |
| Barclays PLC | 0.01% | Reduce -16.7% | 205,637 | $13.0M |
| Investment Management Corp of Ontario | 0.29% | Reduce -2.9% | 205,548 | $13.0M |
| Utah Retirement Systems | 0.14% | No change | 197,427 | $12.5M |
| Portland Investment Counsel Inc. | 4.44% | Add +1.9% | 195,400 | $12.4M |
| O'shaughnessy Asset Management, LLC | 0.11% | Reduce -3.3% | 209,387 | $12.1M |
| Janus Henderson Group PLC | 0.01% | No change | 183,847 | $11.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.2% | 182,948 | $11.6M |
| Louisbourg Investments Inc. | 2.73% | Add +6.0% | 170,213 | $10.8M |
| American Assets Investment Management, LLC | 0.91% | Add +6.5% | 165,000 | $10.4M |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 130,263 | $10.4M |
| Maryland State Retirement & Pension System | 0.20% | Add +0.4% | 154,161 | $9.7M |
| Raymond James & Associates | 0.01% | Reduce -1.9% | 153,920 | $9.7M |
| Onex Canada Asset Management Inc. | 1.11% | Reduce -11.6% | 150,379 | $9.5M |
| Eagle Ridge Investment Management | 0.81% | Add +5.2% | 145,328 | $9.2M |
| Creative Planning | 0.01% | Add +9.8% | 144,251 | $9.1M |
| Modera Wealth Management, LLC | 0.12% | Reduce -8.7% | 143,613 | $9.1M |
| Lorne Steinberg Wealth Management Inc. | 2.55% | Add +5.0% | 139,368 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.1% | 133,346 | $8.4M |
| Corient Private Wealth LP | 0.01% | Reduce -4.8% | 133,247 | $8.4M |
| Triasima Portfolio Management inc. | 1.88% | Add +2266.5% | 132,522 | $8.4M |
| Ensign Peak Advisors, Inc | 0.01% | Add +0.2% | 122,953 | $8.0M |
| Mediolanum International Funds Ltd | 0.11% | Reduce -8.7% | 122,891 | $7.8M |
| NewSquare Capital LLC | 0.62% | Reduce -1.7% | 124,095 | $7.7M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.0% | 115,542 | $7.3M |
| M. Kulyk & Associates, LLC | 1.45% | Add +0.3% | 113,756 | $7.2M |
| Keystone Financial Planning, Inc. | 2.17% | Add +1.0% | 113,179 | $7.2M |
| Insight Folios Inc | 2.40% | Add +6.6% | 106,266 | $6.7M |
| Gold Investment Management Ltd. | 2.81% | Reduce -7.7% | 106,203 | $6.7M |
| K.J. Harrison & Partners Inc | 0.99% | Add +43.4% | 115,222 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 103,214 | $6.5M |
| Fiduciary Trust Co | 0.09% | Reduce -0.2% | 96,842 | $6.1M |
| Welch & Forbes LLC | 0.08% | Reduce -11.6% | 93,472 | $5.9M |
| Resources Management Corp. /CT/ | 0.78% | Reduce -6.2% | 91,144 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.3% | 88,765 | $5.6M |
| PCJ Investment Counsel Ltd. | 1.73% | Add +26.3% | 86,550 | $5.5M |
| Hennessy Advisors Inc. | 0.17% | No change | 84,800 | $5.4M |
| Beaton Management Co. Inc. | 2.64% | No change | 82,527 | $5.2M |
| Acadian Asset Management LLC | 0.02% | Reduce -61.0% | 81,600 | $5.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -89.7% | 81,517 | $5.2M |
| Lombard Odier Asset Management (Switzerland) SA | 0.43% | Reduce -21.6% | 43,621 | $5.2M |
| Metis Global Partners, LLC | 0.16% | Reduce -2.8% | 80,461 | $5.1M |
| CenterBook Partners LP | 0.31% | Reduce -56.7% | 79,495 | $5.0M |
| Stifel Financial Corp. | 0.01% | Reduce -5.1% | 78,597 | $5.0M |
| Cumberland Partners Ltd | 0.34% | Add +9.0% | 77,551 | $4.9M |
| Stablepoint Partners, LLC | 0.83% | Reduce -0.1% | 72,009 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.8% | 71,895 | $4.5M |
| JTC Employer Solutions Trustee Ltd | 0.29% | No change | 71,315 | $4.5M |
| Monaco Asset Management SAM | 1.85% | New | 70,000 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +65.3% | 67,104 | $4.2M |
| Bessemer Group Inc. | 0.01% | Add +1.2% | 66,773 | $4.2M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce -0.9% | 66,544 | $4.2M |
| Pacifica Partners Inc. | 1.70% | Reduce -0.3% | 64,997 | $4.1M |
| Hillsdale Investment Management Inc. | 0.31% | Reduce -8.7% | 64,461 | $4.1M |
| Man Group plc | 0.01% | Reduce -58.6% | 62,893 | $4.0M |
| Mariner, LLC | 0.01% | Add +30.3% | 62,643 | $4.0M |
| Claret Asset Management Corp | 0.63% | Add +0.9% | 60,352 | $3.8M |
| Rempart Asset Management Inc. | 0.70% | Reduce -9.5% | 66,770 | $3.8M |
| Quantinno Capital Management LP | 0.05% | Add +18.1% | 58,392 | $3.7M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -34.8% | 57,929 | $3.7M |
| United Services Automobile Association | 0.09% | Reduce -13.4% | 57,472 | $3.6M |
| UNIVEST FINANCIAL Corp | 0.24% | New | 57,209 | $3.6M |
| Bridgewater Associates | 0.02% | Reduce -51.1% | 55,386 | $3.5M |
| Credit Agricole S A | 0.02% | Reduce -43.2% | 55,240 | $3.5M |
| Baldwin Wealth Partners LLC | 0.23% | Reduce -4.1% | 52,575 | $3.3M |
| Te Ahumairangi Investment Management Ltd | 0.59% | Reduce -5.6% | 52,481 | $3.3M |
| Ninepoint Partners LP | 0.43% | Reduce -9.0% | 51,898 | $3.3M |
| Auto-Owners Insurance Co | 0.08% | No change | 50,875 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -0.9% | 50,418 | $3.2M |
| Anson Funds Management LP | 0.46% | New | 50,000 | $3.2M |
| Trust Co. of Vermont | 0.16% | Reduce -2.1% | 49,226 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.2% | 48,140 | $3.0M |
| Millennium Management | 0.00% | Reduce -92.3% | 47,551 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.4% | 45,384 | $2.9M |
| Harvest Portfolios Group Inc. | 0.10% | Reduce -6.2% | 45,353 | $2.9M |
| Shell Asset Management Co. | 0.13% | — | 45,272 | $2.9M |
| Creegan & Nassoura Financial Group, LLC | 1.78% | Reduce -1.3% | 44,655 | $2.8M |
| Cardinal Capital Management | 0.44% | Add +1.4% | 44,480 | $2.8M |
| Danske Bank A/S | 0.01% | New | 42,339 | $2.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.3% | 41,900 | $2.7M |
| Squarepoint Ops LLC | 0.01% | New | 41,053 | $2.6M |
| Tacita Capital Inc | 1.69% | No change | 40,935 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.4% | 39,793 | $2.5M |
| Wasatch Advisors LP | 0.01% | Add +11.8% | 38,810 | $2.5M |
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 38,206 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.3% | 37,816 | $2.4M |
| Wolverine Trading, LLC | 0.06% | Reduce -1.3% | 37,040 | $2.3M |
| Rathbones Group PLC | 0.01% | Add +8.1% | 34,880 | $2.2M |
| DRW Securities, LLC | 0.12% | Add +514.3% | 25,800 | $2.2M |
| Pathway Financial Advisers, LLC | 0.99% | Add +11.7% | 34,637 | $2.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 34,383 | $2.2M |
| LVM Capital Management Ltd. | 0.24% | No change | 38,791 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.3% | 33,078 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -14.1% | 33,047 | $2.1M |
| Claro Advisors Inc. | 0.26% | Reduce -0.0% | 32,128 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.0% | 31,505 | $2.0M |
| SIG North Trading, ULC | 0.62% | Reduce -95.0% | 31,398 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.6% | 31,039 | $2.0M |
| Horizon Kinetics Asset Management LLC | 0.03% | Add +41.8% | 30,100 | $1.9M |
| Polar Asset Management Partners Inc. | 0.07% | New | 30,000 | $1.9M |
| PARK CIRCLE Co | 1.68% | No change | 29,800 | $1.9M |
| WealthTrust Axiom LLC | 0.55% | No change | 29,091 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -29.7% | 28,483 | $1.8M |
| Davis-Rea LTD. | 0.77% | Reduce -19.2% | 28,125 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.1% | 27,835 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Reduce -34.8% | 27,665 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Add +8.4% | 26,440 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +57.1% | 26,755 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.3% | 26,461 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +120.1% | 26,399 | $1.7M |
| Weaver C. Barksdale & Associates, Inc. | 1.50% | Reduce -3.7% | 26,343 | $1.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 26,137 | $1.7M |
| Family Legacy, Inc. | 0.55% | Reduce -0.8% | 25,946 | $1.6M |
| Moors & Cabot, Inc. | 0.08% | Reduce -1.7% | 25,905 | $1.6M |
| Foster & Motley Inc. | 0.10% | Reduce -14.3% | 25,395 | $1.6M |
| Highland Capital Management, LLC | 0.09% | Reduce -0.4% | 25,300 | $1.6M |
| Prudential PLC | 0.01% | Reduce -67.4% | 25,251 | $1.6M |
| Entropy Technologies, LP | 0.16% | New | 24,782 | $1.6M |
| Gries Financial LLC | 0.29% | Reduce -20.1% | 24,566 | $1.6M |
| Delta Financial Advisors LLC | 0.56% | Reduce -2.0% | 24,411 | $1.5M |
| Hudson Portfolio Management LLC | 1.51% | — | 24,363 | $1.5M |
| Main Line Retirement Advisors, LLC | 1.05% | Add +1.3% | 24,180 | $1.5M |
| Security National Bank of Sioux City Iowa | 0.93% | Add +4.5% | 24,162 | $1.5M |
| Applied Capital LLC | 1.19% | Reduce -0.7% | 24,051 | $1.5M |
| Cardinal Capital Management, Inc. | 0.06% | Reduce -9.6% | 23,925 | $1.5M |
| Security National Bank of So Dak | 0.84% | Reduce -0.2% | 23,808 | $1.5M |
| Sumitomo Life Insurance Co. | 0.03% | Add +2.8% | 22,679 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.8% | 22,679 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.6% | 22,471 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.4% | 22,386 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.8% | 22,309 | $1.4M |
| FORA Capital, LLC | 0.16% | Reduce -60.0% | 22,030 | $1.4M |
| Transcend Capital Advisors, LLC | 0.09% | Add +4.8% | 22,008 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.8% | 21,882 | $1.4M |
| Plimoth Trust Co. LLC | 0.34% | Reduce -8.2% | 21,532 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -86.2% | 21,477 | $1.4M |
| Scientech Research LLC | 0.27% | New | 21,434 | $1.4M |
| Greenfield Seitz Capital Management, LLC | 0.49% | Add +0.4% | 21,271 | $1.3M |
| Crescent Sterling, Ltd. | 1.28% | Reduce -3.5% | 21,184 | $1.3M |
| Bard Financial Services, Inc. | 0.16% | No change | 21,140 | $1.3M |
| Signaturefd, LLC | 0.03% | Add +27.7% | 21,034 | $1.3M |
| Commons Capital, LLC | 1.46% | Add +1.3% | 20,942 | $1.3M |
| LRI Investments, LLC | 0.13% | No change | 22,991 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -69.5% | 20,094 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +69.6% | 19,863 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +69.6% | 19,863 | $1.3M |
| Rhumbline Advisers | 0.00% | No change | 19,739 | $1.2M |
| Probity Advisors, Inc. | 0.23% | Add +16.0% | 19,236 | $1.2M |
| Wright Investors Service Inc. | 0.32% | Reduce -28.6% | 19,210 | $1.2M |
| HUB Investment Partners, LLC | 0.05% | New | 18,676 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -3.8% | 18,591 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 18,232 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -4.6% | 18,121 | $1.1M |
| Walleye Capital LLC | 0.01% | Reduce -64.0% | 17,889 | $1.1M |
| US Bancorp \de | 0.00% | Add +3.2% | 17,396 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -17.5% | 19,563 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -15.8% | 17,336 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.2% | 17,242 | $1.1M |
| Vise Technologies, Inc. | 0.14% | Add +120.4% | 16,948 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 16,794 | $1.1M |
| Columbus Macro, LLC | 0.39% | Reduce -1.4% | 17,061 | $1.1M |
| Seven Eight Capital, LP | 0.09% | New | 16,660 | $1.1M |
| Radnor Capital Management, LLC | 0.16% | New | 16,546 | $1.0M |
| First Trust Direct Indexing L.P. | 0.05% | Add +30.3% | 16,049 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -0.8% | 15,886 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.5% | 15,628 | $989K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +31.6% | 15,415 | $975K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +27.9% | 15,275 | $966K |
| American Assets Inc. | 0.31% | No change | 15,000 | $949K |
| Natixis | 0.01% | Add +5.5% | 14,989 | $948K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.4% | 14,945 | $945K |
| Balanced Rock Investment Advisors LLC | 0.74% | Reduce -0.7% | 14,858 | $940K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -36.3% | 14,857 | $940K |
| Compound Planning, Inc. | 0.06% | Add +122.3% | 14,757 | $934K |
| Ritholtz Wealth Management | 0.03% | Reduce -37.8% | 14,622 | $925K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -15.4% | 14,297 | $904K |
| HM Payson & Co. | 0.02% | Reduce -0.3% | 14,278 | $903K |
| Fulton Bank, N.A. | 0.03% | Reduce -14.3% | 14,228 | $900K |
| Adell Harriman & Carpenter Inc. | 0.07% | Reduce -14.8% | 14,160 | $896K |
| Swiss Life Asset Management Ltd | 0.01% | New | 14,049 | $888K |
| Headlands Technologies LLC | 0.10% | Reduce -9.8% | 13,797 | $873K |
| Cresset Asset Management, LLC | 0.00% | Add +13.5% | 13,757 | $870K |
| Coastline Trust Co | 0.10% | Reduce -18.9% | 13,674 | $865K |
| Fullerton Fund Management Co Ltd. | 0.04% | Add +33.3% | 13,600 | $861K |
| Syon Capital LLC | 0.08% | Add +17.2% | 13,526 | $856K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -10.3% | 13,331 | $843K |
| ARS Wealth Advisors Group, LLC | 0.10% | No change | 13,270 | $839K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.9% | 13,102 | $823K |
| Parsons Capital Management Inc. | 0.05% | Reduce -29.7% | 12,655 | $801K |
| Leo Wealth, LLC | 0.07% | Add +0.1% | 12,589 | $796K |
| Tobam | 0.14% | Add +0.1% | 9,107 | $779K |
| IFG Advisory, LLC | 0.05% | Add +5.2% | 12,144 | $768K |
| MML Investors Services, LLC | 0.00% | Add +12.2% | 12,063 | $763K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.2% | 11,962 | $757K |
| D.A. Davidson & Co. | 0.01% | Add +2.6% | 11,904 | $753K |
| Sky Investment Group LLC | 0.14% | Reduce -20.3% | 11,796 | $746K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 11,770 | $746K |
| Quilter Plc | 0.02% | Reduce -6.8% | 11,775 | $744K |
| Jones Financial Companies LLLP | 0.00% | Add +114.3% | 11,632 | $737K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 11,578 | $732K |
| Ballentine Partners, LLC | 0.01% | Add +5.5% | 11,558 | $731K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 11,398 | $721K |
| Consolidated Portfolio Review Corp | 0.16% | Reduce -0.3% | 11,395 | $721K |
| Prio Wealth Limited Partnership | 0.02% | Reduce -34.7% | 11,294 | $714K |
| Archer Investment Corp | 0.19% | No change | 11,000 | $696K |
| SkyOak Wealth, LLC | 0.15% | Reduce -0.8% | 10,591 | $670K |
| Affinity Capital Advisors, LLC | 0.13% | Reduce -0.0% | 10,590 | $670K |
| Baskin Financial Services Inc. | 0.05% | Reduce -8.4% | 10,576 | $668K |
| Boston Trust Walden Corp | 0.00% | No change | 10,550 | $667K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.3% | 10,228 | $647K |
| Ti-Trust, Inc. | 0.46% | No change | 10,219 | $646K |
| Glenmede Trust Co. NA | 0.00% | Add +13.3% | 10,181 | $644K |
| Hartford Financial Management Inc. | 0.13% | No change | 10,176 | $644K |
| Silverlake Wealth Management LLC | 0.24% | Reduce -19.2% | 10,034 | $635K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.1% | 10,012 | $633K |
| Evergreen Capital Management LLC | 0.02% | Add +138.0% | 9,990 | $632K |
| 180 Wealth Advisors, LLC | 0.10% | Reduce -1.4% | 9,844 | $623K |
| Burney Co./ | 0.02% | No change | 9,770 | $618K |
| Grey Ledge Advisors, LLC | 0.16% | Reduce -18.2% | 9,741 | $616K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.8% | 9,716 | $615K |
| Townsquare Capital LLC | 0.01% | New | 9,671 | $612K |
| Daiwa Securities Group Inc. | 0.00% | No change | 9,500 | $601K |
| Advocate Group LLC | 0.11% | Reduce -49.2% | 9,468 | $599K |
| Chiron Capital Management, LLC | 0.52% | Reduce -29.0% | 9,311 | $589K |
| First Affirmative Financial Network | 0.32% | Reduce -8.0% | 9,306 | $589K |
| Mayflower Financial Advisors, LLC | 0.09% | New | 9,239 | $584K |
| Davis R M Inc. | 0.01% | Reduce -17.1% | 9,132 | $578K |
| CRA Financial Services, LLC | 0.11% | Add +1.0% | 9,099 | $576K |
| Carnegie Lake Advisors LLC | 0.23% | — | 9,081 | $574K |
| Keybank National Association | 0.00% | No change | 8,922 | $564K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.4% | 8,895 | $563K |
| Bridgewater Advisors Inc. | 0.06% | Reduce -0.6% | 10,095 | $560K |
| Boston Financial Mangement LLC | 0.02% | No change | 8,460 | $535K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.8% | 8,405 | $532K |
| Bleakley Financial Group, LLC | 0.02% | Add +5.2% | 8,381 | $530K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,375 | $530K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.4% | 8,290 | $524K |
| Nebula Research & Development LLC | 0.06% | Reduce -15.8% | 8,287 | $524K |
| Canoe Financial LP | 0.01% | New | 8,138 | $516K |
| Gradient Investments LLC | 0.01% | Reduce -0.5% | 8,121 | $514K |
| Alhambra Investment Management LLC | 0.27% | Reduce -6.1% | 8,101 | $512K |
| Summit Securities Group LLC | 0.32% | Add +2610.0% | 2,710 | $512K |
| Fox Run Management, L.L.C. | 0.11% | New | 8,055 | $510K |
| Two Sigma Securities, LLC | 0.04% | Add +23.3% | 8,014 | $507K |
| Aureus Asset Management, LLC | 0.03% | No change | 8,000 | $506K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -0.6% | 7,872 | $498K |
| Raymond James Trust N.A. | 0.01% | Reduce -13.5% | 7,836 | $496K |
| Wolff Financial Management LLC | 0.13% | New | 7,771 | $492K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.6% | 7,775 | $492K |
| Mgo One Seven LLC | 0.02% | Reduce -7.1% | 7,669 | $485K |
| Verition Fund Management LLC | 0.00% | Add +22.9% | 7,661 | $485K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -2.9% | 7,641 | $483K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.8% | 7,626 | $482K |
| Enterprise Bank & Trust Co | 0.16% | No change | 7,622 | $482K |
| Five Oceans Advisors | 0.23% | Add +14.5% | 7,565 | $479K |
| Passumpsic Savings Bank | 0.31% | Add +2.6% | 7,530 | $476K |
| Numerai GP LLC | 0.13% | Reduce -54.1% | 7,495 | $474K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 7,494 | $474K |
| Cordatus Wealth Management LLC | 0.17% | Add +0.2% | 7,493 | $474K |
| Intrua Financial, LLC | 0.08% | Add +3.2% | 7,459 | $472K |
| FineMark National Bank & Trust | 0.02% | Add +1.4% | 7,367 | $466K |
| Old Port Advisors | 0.13% | Reduce -1.6% | 7,363 | $466K |
| Brown Shipley& Co Ltd | 0.23% | Reduce -0.5% | 5,375 | $460K |
| Cwm, LLC | 0.00% | Add +2.4% | 7,208 | $456K |
| Greenfield Savings Bank | 0.22% | Reduce -4.8% | 7,207 | $456K |
| Wesbanco Bank Inc. | 0.02% | No change | 7,195 | $455K |
| NFJ Investment Group, LLC | 0.01% | Reduce -5.0% | 7,168 | $453K |
| Net Worth Advisory Group | 0.13% | — | 7,168 | $453K |
| Ranch Capital Advisors Inc. | 0.21% | Reduce -1.3% | 7,153 | $452K |
| Hanson & Doremus Investment Management | 0.07% | Reduce -1.4% | 7,086 | $448K |
| Brown Advisory Inc. | 0.00% | Add +1.8% | 7,002 | $443K |
| Walter Public Investments Inc. | 0.08% | Reduce -51.6% | 7,000 | $442K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.1% | 6,898 | $436K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.8% | 6,895 | $436K |
| Henshaw Capital LLC | 0.02% | New | 6,887 | $436K |
| Campion Asset Management | 0.31% | Reduce -12.3% | 6,718 | $425K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.7% | 6,685 | $423K |
| Valley National Advisers Inc. | 0.08% | Reduce -23.3% | 6,596 | $417K |
| TFG Advisers LLC | 0.15% | Reduce -7.4% | 6,509 | $412K |
| Murchinson Ltd. | 0.18% | New | 6,483 | $410K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.1% | 6,481 | $410K |
| HRT Financial LP | 0.00% | Reduce -71.3% | 6,469 | $409K |
| PDS Planning, Inc | 0.04% | Add +7.5% | 6,357 | $402K |
| Covenant Asset Management, LLC | 0.09% | Reduce -8.6% | 6,342 | $401K |
| Hemenway Trust Co LLC | 0.03% | No change | 6,330 | $400K |
| Keynote Financial Services LLC | 0.31% | Reduce -3.7% | 6,312 | $399K |
| Aries Wealth Management | 0.11% | Reduce -7.7% | 6,305 | $399K |
| MQS Management LLC | 0.22% | New | 6,296 | $398K |
| LGT Group Foundation | 0.01% | No change | 6,300 | $397K |
| Engineers Gate Manager LP | 0.01% | Reduce -46.4% | 6,262 | $396K |
| &partners | 0.01% | New | 6,229 | $394K |
| Henry James International Management Inc. | 0.14% | No change | 6,157 | $389K |
| Hart & Patterson Financial Group LLC | 0.18% | No change | 6,119 | $387K |
| Benjamin Edwards Inc. | 0.01% | New | 6,117 | $387K |
| KCM Investment Advisors LLC | 0.01% | Reduce -3.7% | 6,062 | $383K |
| Cabot Wealth Management Inc. | 0.05% | No change | 6,032 | $382K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 6,017 | $381K |
| Drive Wealth Management, LLC | 0.10% | Add +13.6% | 5,959 | $377K |
| Wealth Management Associates, Inc. | 0.16% | Reduce -12.1% | 5,888 | $373K |
| Caprock Group, LLC | 0.01% | Add +6.2% | 5,885 | $372K |
| Checchi Capital Advisers, LLC | 0.03% | Add +7.2% | 5,859 | $371K |
| Focus Partners Wealth | 0.00% | Reduce -81.8% | 5,837 | $369K |
| Calton & Associates, Inc. | 0.14% | Reduce -13.8% | 5,777 | $365K |
| Essex Financial Services, Inc. | 0.03% | Reduce -9.5% | 6,266 | $359K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.2% | 5,665 | $358K |
| SlateStone Wealth, LLC | 0.03% | No change | 5,660 | $358K |
| McIlrath & Eck, LLC | 0.05% | No change | 5,644 | $357K |
| Cypress Capital Group | 0.04% | Add +0.8% | 5,582 | $353K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -27.0% | 5,576 | $353K |
| Linden Thomas Advisory Services, LLC | 0.05% | Add +25.5% | 5,563 | $352K |
| Marcum Wealth, LLC | 0.03% | No change | 5,528 | $350K |
| Rossmore Private Capital | 0.04% | Add +43.4% | 5,444 | $344K |
| StoneX Group Inc. | 0.02% | New | 5,316 | $336K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 5,275 | $334K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,225 | $331K |
| Schechter Investment Advisors, LLC | 0.02% | New | 5,178 | $328K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.8% | 5,172 | $327K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -54.3% | 5,185 | $327K |
| QRG Capital Management, Inc. | 0.00% | Reduce -16.2% | 5,157 | $326K |
| Powers Advisory Group, LLC | 0.16% | No change | 5,153 | $326K |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.4% | 5,150 | $326K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.0% | 5,118 | $324K |
| Tower Bridge Advisors | 0.03% | Reduce -30.9% | 5,067 | $321K |
| Allworth Financial LP | 0.00% | Reduce -11.2% | 5,002 | $316K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 5,000 | $316K |
| Atria Investments, Inc | 0.00% | Reduce -35.9% | 4,976 | $315K |
| Addison Advisors LLC | 0.09% | Add +105.5% | 4,970 | $314K |
| Sykon Capital LLC | 0.11% | New | 4,970 | $314K |
| Parallel Advisors, LLC | 0.01% | Add +30.0% | 4,962 | $314K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -50.2% | 4,961 | $314K |
| West Family Investments, Inc. | 0.11% | Add +6.3% | 4,959 | $314K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Reduce -7.5% | 4,910 | $311K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.1% | 4,895 | $310K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -10.8% | 4,887 | $309K |
| Ethic Inc. | 0.01% | Reduce -1.3% | 5,119 | $309K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -20.4% | 4,875 | $308K |
| Verdence Capital Advisors LLC | 0.02% | Add +3.5% | 4,865 | $308K |
| Guggenheim Capital LLC | 0.00% | Reduce -53.4% | 4,805 | $304K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +23.8% | 4,748 | $300K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 4,723 | $299K |
| AQR Capital Management | 0.00% | New | 4,703 | $298K |
| CW Advisors, LLC | 0.00% | Add +2.1% | 4,646 | $294K |
| Fiduciary Group, LLC | 0.03% | No change | 4,644 | $294K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.4% | 5,168 | $293K |
| Alta Advisers Ltd | 0.13% | New | 4,591 | $291K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -0.1% | 4,588 | $290K |
| Savant Capital, LLC | 0.00% | New | 4,577 | $290K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.5% | 4,523 | $286K |
| Bath Savings Trust Co | 0.03% | No change | 4,480 | $283K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.5% | 4,443 | $281K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.3% | 4,402 | $278K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 4,402 | $278K |
| Means Investment Co., Inc. | 0.03% | Reduce -0.5% | 4,379 | $277K |
| JCIC Asset Management Inc. | 0.11% | Reduce -4.4% | 4,353 | $275K |
| Whittier Trust Co. | 0.00% | No change | 4,345 | $275K |
| Colonial Trust Co / SC | 0.04% | Add +17.4% | 4,326 | $274K |
| Westover Capital Advisors, LLC | 0.05% | Reduce -0.3% | 4,315 | $273K |
| Vident Advisory, LLC | 0.01% | New | 4,286 | $271K |
| ICONIQ Capital, LLC | 0.01% | New | 4,268 | $270K |
| Tudor Financial Inc. | 0.17% | — | 4,240 | $268K |
| Macquarie Group Ltd. | 0.00% | No change | 4,211 | $266K |
| World Investment Advisors | 0.01% | New | 4,195 | $265K |
| Bennett Selby Investments LP | 0.11% | Reduce -15.0% | 4,169 | $264K |
| Plato Investment Management Ltd | 0.02% | New | 4,120 | $261K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -3.7% | 4,114 | $260K |
| Burns J W & Co. Inc. | 0.03% | No change | 4,010 | $254K |
| JFS Wealth Advisors, LLC | 0.02% | Add +1.4% | 3,994 | $253K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -1.5% | 3,964 | $251K |
| GMT Capital Corp | 0.01% | No change | 3,960 | $251K |
| Mutual Advisors, LLC | 0.01% | Reduce -16.6% | 4,370 | $248K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,899 | $247K |
| Crestwood Advisors Group, LLC | 0.00% | Add +7.1% | 3,898 | $247K |
| Adirondack Trust Co. | 0.09% | No change | 3,843 | $243K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 3,820 | $242K |
| Jacobi Capital Management LLC | 0.02% | Reduce -10.8% | 3,754 | $237K |
| Columbia Bank | 0.09% | No change | 3,750 | $237K |
| Firestone Capital Management | 0.06% | No change | 3,740 | $237K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.5% | 3,739 | $237K |
| Breakwater Capital Group | 0.05% | Reduce -6.8% | 3,712 | $235K |
| Empirical Asset Management, LLC | 0.08% | No change | 3,708 | $235K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 3,707 | $234K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.01% | Reduce -91.7% | 3,638 | $230K |
| CVA Family Office, LLC | 0.04% | Add +0.9% | 3,634 | $230K |
| Edgestream Partners, L.P. | 0.01% | New | 3,629 | $230K |
| Telos Capital Management, Inc. | 0.02% | Reduce -1.2% | 3,603 | $228K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,587 | $227K |
| Investors Research Corp | 0.05% | No change | 3,567 | $226K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,559 | $225K |
| MAI Capital Management | 0.00% | Reduce -25.8% | 3,558 | $225K |
| Connecticut Wealth Management, LLC | 0.01% | New | 3,528 | $223K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,513 | $222K |
| PFG Investments, LLC | 0.01% | Reduce -11.1% | 3,505 | $222K |
| HBK Sorce Advisory LLC | 0.01% | New | 3,468 | $219K |
| Independent Advisor Alliance | 0.01% | Reduce -20.6% | 3,452 | $218K |
| Algert Global LLC | 0.01% | New | 3,434 | $217K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -23.2% | 3,381 | $214K |
| Kelleher Financial Advisors | 0.08% | New | 3,363 | $213K |
| Leavell Investment Management, Inc. | 0.01% | New | 3,362 | $213K |
| Alera Investment Advisors, LLC | 0.02% | New | 3,336 | $211K |
| Fiduciary Financial Group, LLC | 0.05% | New | 3,323 | $211K |
| Old North State Wealth Management, LLC | 0.12% | New | 3,317 | $210K |
| Successful Portfolios LLC | 0.14% | New | 3,297 | $209K |
| Commerce Bank | 0.00% | New | 3,269 | $207K |
| Wealth Effects LLC | 0.07% | New | 3,258 | $206K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 3,205 | $203K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -32.6% | 3,202 | $203K |
| M&R Capital Management Inc. | 0.04% | Reduce -0.1% | 3,146 | $199K |
| Twin Tree Management, LP | 0.00% | Reduce -37.6% | 3,140 | $199K |
| Brown Brothers Harriman & Co. | 0.00% | Add +20.2% | 3,138 | $199K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.6% | 3,055 | $193K |
| Northwest Capital Management Inc | 0.07% | No change | 3,050 | $193K |
| United Community Bank | 0.08% | Reduce -0.7% | 3,044 | $193K |
| Cromwell Holdings LLC | 0.12% | No change | 2,941 | $186K |
| Lindbrook Capital, LLC | 0.02% | Reduce -0.3% | 2,924 | $185K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,890 | $183K |
| Arrow Financial Corp | 0.02% | No change | 2,668 | $169K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.1% | 2,639 | $167K |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.2% | 2,436 | $154K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.1% | 2,384 | $151K |
| Blue Trust, Inc. | 0.00% | Add +334.4% | 2,737 | $150K |
| Bangor Savings Bank | 0.01% | No change | 2,364 | $150K |
| Avior Wealth Management, LLC | 0.01% | Add +0.3% | 2,310 | $146K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,273 | $144K |
| Key Financial Inc | 0.03% | No change | 2,265 | $143K |
| State of Wyoming | 0.02% | Add +88.7% | 2,213 | $140K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.4% | 2,182 | $138K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.5% | 2,123 | $134K |
| Trust Co | 0.02% | Reduce -7.0% | 2,110 | $133K |
| Lanark Financial, Inc. | 0.01% | Reduce -8.4% | 2,083 | $131K |
| Capital Analysts, LLC | 0.01% | Add +20.5% | 2,062 | $130K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -18.8% | 2,015 | $127K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.4% | 1,948 | $123K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -93.0% | 1,917 | $121K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.2% | 1,828 | $116K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.5% | 1,622 | $103K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,567 | $99K |
| Ravenstone Capital Management Inc. | 0.06% | Add +73.4% | 1,476 | $93K |
| Huntington National Bank | 0.00% | Add +0.3% | 1,439 | $91K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -17.8% | 1,383 | $87K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -5.7% | 1,361 | $86K |
| Hexagon Capital Partners LLC | 0.02% | Add +18.5% | 1,337 | $85K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,325 | $84K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -31.3% | 1,300 | $82K |
| Community Bank, N.A. | 0.01% | Reduce -86.8% | 1,300 | $82K |
| Spire Wealth Management | 0.00% | No change | 1,289 | $82K |
| Financial Perspectives, Inc | 0.03% | No change | 1,238 | $78K |
| Tompkins Financial Corp. | 0.01% | No change | 1,200 | $76K |
| Fifth Third Bancorp | 0.00% | Reduce -2.5% | 1,151 | $73K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +1.3% | 1,127 | $71K |
| Hilltop National Bank | 0.02% | Add +9.3% | 1,121 | $71K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,113 | $70K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.9% | 1,051 | $66K |
| Costello Asset Management, INC | 0.04% | Reduce -69.1% | 1,050 | $66K |
| Eastern Bank | 0.00% | New | 1,043 | $66K |
| International Assets Investment Management, LLC | 0.01% | New | 1,040 | $66K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,027 | $65K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,000 | $63K |
| Morse Asset Management, Inc | 0.01% | New | 1,000 | $63K |
| Lazard Asset Management LLC | 0.00% | Reduce -8.5% | 1,010 | $63K |
| Private Trust Co. NA | 0.01% | Add +4.6% | 958 | $61K |
| Byrne Asset Management LLC | 0.04% | No change | 929 | $59K |
| Bfsg, LLC | 0.01% | No change | 897 | $57K |
| Kimelman & Baird, LLC | 0.00% | No change | 883 | $56K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -6.9% | 858 | $54K |
| American Capital Advisory, LLC | 0.03% | No change | 801 | $51K |
| Citizens National Bank Trust Department | 0.01% | No change | 800 | $51K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +11.3% | 799 | $51K |
| Leonteq Securities AG | 0.01% | Add +82.7% | 751 | $49K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 667 | $42K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 718 | $41K |
| Mascoma Wealth Management LLC | 0.01% | No change | 644 | $41K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 643 | $41K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 600 | $38K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 600 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 565 | $36K |
| First Financial Corp. | 0.02% | No change | 500 | $32K |
| Bank of New Hampshire | 0.01% | No change | 500 | $32K |
| Versant Capital Management, Inc | 0.01% | Reduce -52.1% | 500 | $32K |
| Caldwell Trust Co | 0.00% | No change | 500 | $32K |
| Logan Capital Management Inc. | 0.00% | No change | 496 | $31K |
| IFP Advisors, Inc | 0.00% | Add +17.3% | 488 | $31K |
| Bray Capital Advisors | 0.01% | No change | 460 | $29K |
| Park Place Capital Corp | 0.01% | No change | 419 | $27K |
| Sachetta, LLC | 0.01% | New | 415 | $26K |
| Dunhill Financial, LLC | 0.01% | Add +164.9% | 400 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 400 | $25K |
| First PREMIER Bank | 0.01% | No change | 400 | $25K |
| St Germain D J Co. Inc. | 0.00% | No change | 388 | $25K |
| Smithfield Trust Co | 0.00% | No change | 376 | $24K |
| Mather Group, Llc. | 0.00% | Reduce -7.1% | 377 | $24K |
| Venturi Wealth Management, LLC | 0.00% | Add +518.3% | 371 | $23K |
| Principal Securities, Inc. | 0.00% | Reduce -1.6% | 370 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 352 | $22K |
| Compass Wealth Management LLC | 0.01% | No change | 350 | $22K |
| Elequin Capital, LP | 0.05% | New | 325 | $21K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -2.4% | 324 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +175.4% | 314 | $20K |
| Oakworth Capital, Inc. | 0.00% | Reduce -38.3% | 300 | $19K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1.0% | 300 | $19K |
| Grove Bank & Trust | 0.00% | Add +39.4% | 290 | $18K |
| NBT Bank, N.A. | 0.00% | New | 284 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +7.0% | 276 | $17K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 245 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 244 | $15K |
| TD Private Client Wealth LLC | 0.00% | Add +13.3% | 238 | $15K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 235 | $15K |
| Annapolis Financial Services, LLC | 0.00% | No change | 234 | $15K |
| First Personal Financial Services | 0.00% | New | 226 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -96.0% | 225 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -75.1% | 216 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 215 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Add +400.0% | 205 | $13K |
| Planning Capital Management Corp | 0.01% | No change | 200 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 200 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 200 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 175 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 178 | $11K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 164 | $10K |
| Manchester Capital Management LLC | 0.00% | Add +28.8% | 161 | $10K |
| Paladin Wealth, LLC | 0.01% | — | 159 | $10K |
| Bell Investment Advisors, Inc | 0.00% | No change | 154 | $10K |
| City State Bank | 0.00% | No change | 153 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 150 | $9K |
| Penserra Capital Management LLC | 0.00% | No change | 144 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -40.1% | 142 | $9K |
| Piscataqua Savings Bank | 0.01% | Reduce -59.2% | 138 | $9K |
| Continuum Advisory, LLC | 0.00% | Add +2.0% | 149 | $8K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -85.2% | 121 | $8K |
| Highline Wealth Partners LLC | 0.00% | Add +1030.0% | 113 | $7K |
| General Partner, Inc. | 0.00% | No change | 110 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -57.8% | 120 | $7K |
| GeoWealth Management, LLC | 0.00% | New | 96 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 82 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $5K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -1.5% | 67 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 58 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 50 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 47 | $3K |
| TruNorth Capital Management, LLC | 0.00% | New | 41 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -70.4% | 40 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 33 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 30 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 29 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 25 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -79.1% | 24 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 22 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 19 | $1K |
| Ashton Thomas Securities, LLC | 0.00% | New | 19 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -79.4% | 13 | $1K |
| Main Street Group, LTD | 0.00% | No change | 14 | $886 |
| Johnson Financial Group, Inc. | 0.00% | No change | 12 | $760 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $633 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $633 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 8 | $506 |
| Burkett Financial Services, LLC | 0.00% | No change | 2 | $127 |
| Atwood & Palmer Inc. | 0.00% | No change | 2 | $127 |
"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.