Toronto-Dominion BankTD

13F holders, Q4 2024 (December 31)
639holders −49
33new positions
108sold out
6famous investors
$53.38avg. 13F price*

At the end of Q4 2024, 639 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, down 49 from Q3 2024. 33 opened new positions and 108 sold out. The largest holders were Royal Bank of Canada ($7.6B), Bank of Montreal ($4.5B) and Vanguard Group Inc. ($3.9B). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions33$45.5M
Exits108$509.2M

All 13F filers, Q3 2024 → Q4 2024: 31,603,548 shares bought and 101,810,546 shares sold, net −70,206,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 639 holders

Royal Bank of Canada 1.65% Reduce -2.9% 143,270,852 $7.6B
Bank of Montreal 2.23% Reduce -7.6% 83,721,828 $4.5B
Vanguard Group Inc. 0.07% Add +1.9% 74,118,551 $3.9B
Cibc World Market Inc. 6.02% Add +12.0% 49,119,711 $2.6B
FIL Ltd 1.94% Add +17.3% 38,989,749 $2.1B
TD Asset Management Inc 1.74% Reduce -11.2% 36,873,016 $2.0B
Bank of Nova Scotia 3.13% Reduce -8.5% 33,401,565 $1.8B
National Bank of Canada 1.97% Add +7.2% 28,610,751 $1.5B
Mackenzie Financial Corp. 2.03% Add +5.6% 27,990,674 $1.5B
1832 Asset Management L.P. 2.17% Reduce -15.8% 22,799,327 $1.2B
Norges Bank 0.13% Add +0.4% 18,660,404 $992.2M
Beutel, Goodman & Co Ltd. 4.86% Add +3.9% 16,803,807 $894.2M
CIBC Asset Management Inc 2.89% Add +0.4% 16,575,599 $882.2M
Massachusetts Financial Services Co. 0.21% Add +0.2% 12,214,560 $650.3M
Manufacturers Life Insurance Company, The 0.55% Reduce -13.8% 11,642,719 $620.7M
Scotia Capital Inc. 3.10% Reduce -4.7% 11,047,091 $588.0M
Geode Capital Management, LLC 0.04% Add +32.2% 10,526,821 $569.9M
Legal & General Group Plc 0.14% Reduce -1.5% 10,022,178 $533.3M
Federation des caisses Desjardins du Quebec 2.69% Reduce -32.0% 9,932,067 $527.6M
TD Waterhouse Canada Inc. 4.05% Reduce -1.7% 9,444,374 $502.1M
Connor, Clark & Lunn Investment Management Ltd. 2.21% Reduce -5.6% 9,211,286 $489.8M
Dimensional Fund Advisors LP 0.09% Add +7.4% 7,289,369 $388.1M
JPMorgan Chase & Co. 0.03% Add +3.4% 7,213,418 $384.0M
Deutsche Bank AG 0.15% Reduce -11.3% 6,990,902 $372.2M
Goldman Sachs Group Inc. 0.06% Reduce -63.4% 6,249,333 $332.7M
FMR LLC 0.02% Reduce -8.3% 6,012,483 $320.1M
Bank of America Corp. 0.03% Reduce -57.3% 5,839,411 $310.9M
Canada Pension Plan Investment Board 0.29% Reduce -27.3% 5,794,789 $308.1M
Capital Research Global Investors 0.06% Add +0.1% 5,629,797 $299.7M
Agf Management Ltd. 1.49% Reduce -2.0% 4,996,829 $298.4M
Charles Schwab Investment Management Inc. 0.05% Add +4.0% 5,067,081 $269.6M
Morgan Stanley 0.02% Reduce -12.0% 4,836,616 $257.5M
Invesco Ltd. 0.05% Add +6.8% 4,694,139 $249.9M
Alberta Investment Management Corp 1.68% Reduce -3.7% 4,497,998 $239.3M
Toronto Dominion Bank 0.44% Reduce -54.3% 4,297,022 $228.5M
Healthcare of Ontario Pension Plan Trust Fund 0.47% Reduce -32.5% 4,060,000 $216.0M
Fiera Capital Corp 0.66% Reduce -32.0% 3,961,047 $210.6M
Letko, Brosseau & Associates Inc. 3.45% Add +4.3% 3,352,390 $178.4M
Clearbridge Investments, LLC 0.14% Reduce -2.1% 3,254,825 $173.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.98% Reduce -77.3% 3,104,992 $165.1M
Intact Investment Management Inc. 5.67% Add +19.6% 3,049,215 $162.3M
State Street Corp. 0.01% Reduce -1.8% 3,043,999 $162.1M
HSBC Holdings PLC 0.09% Reduce -11.6% 2,744,723 $146.1M
Mufg Securities (canada), LTD. 5.13% Reduce -71.6% 2,669,721 $142.0M
Amundi 0.05% Reduce -5.4% 2,417,392 $131.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -3.2% 2,457,843 $130.9M
Burgundy Asset Management Ltd. 1.21% Add +137.3% 2,258,881 $120.1M
UBS Group AG 0.03% Add +107.5% 2,229,991 $118.7M
Nuveen Asset Management, LLC 0.03% Add +0.4% 2,079,505 $110.7M
Scheer, Rowlett & Associates Investment Management Ltd. 7.76% Add +5.5% 2,000,901 $106.4M
Addenda Capital Inc. 3.75% Reduce -10.2% 1,389,160 $106.3M
Voloridge Investment Management, LLC 0.32% Reduce -12.1% 1,724,348 $91.8M
Aviso Financial Inc. 4.47% Reduce -26.0% 1,662,445 $88.5M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -57.7% 1,528,256 $81.3M
Bank of New York Mellon Corp 0.01% Add +6.0% 1,501,582 $79.9M
JARISLOWSKY, FRASER Ltd 0.46% Reduce -3.2% 1,472,075 $78.3M
Dixon Mitchell Investment Counsel Inc. 3.61% Add +1.1% 1,469,207 $78.2M
Caisse de depot et placement du Quebec 0.14% Reduce -44.2% 1,268,888 $67.5M
SIG North Trading, ULC 14.54% Add +3702.4% 1,193,894 $63.6M
BlackRock, Inc. 0.00% Reduce -5.5% 1,191,013 $63.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 7.65% Add +11.4% 1,187,112 $63.2M
Korea Investment CORP 0.15% Reduce -12.6% 1,162,597 $61.9M
CANADA LIFE ASSURANCE Co 0.11% Reduce -21.5% 1,155,126 $61.4M
Northern Trust Corp. 0.01% Add +36.2% 1,142,569 $60.8M
DekaBank Deutsche Girozentrale 0.11% No change 1,141,081 $60.2M
Aviva PLC 0.15% Add +11.4% 1,053,329 $56.0M
Quadrature Capital Ltd 1.11% Reduce -57.7% 1,042,700 $55.6M
State of Tennessee, Department of Treasury 0.19% Add +0.2% 999,782 $53.2M
Pictet Asset Management Holding SA 0.05% Add +18.6% 950,182 $50.6M
Franklin Resources Inc. 0.01% Add +0.0% 921,297 $49.0M
Millennium Management 0.04% Add +1778.1% 893,044 $47.5M
First Trust Advisors LP 0.04% Add +9.1% 866,806 $46.1M
Guardian Capital LP 1.67% Add +1.7% 844,922 $45.0M
Russell Investments Group, Ltd. 0.06% Reduce -15.0% 840,257 $44.7M
UniSuper Management Pty Ltd 0.32% Add +26.5% 575,800 $44.1M
Citigroup Inc. 0.04% Add +33.2% 799,968 $42.6M
Bank of Nova Scotia Trust Co. 4.48% Reduce -3.4% 797,730 $42.5M
Jane Street Group, LLC 0.06% Add +225.4% 755,621 $40.2M
Nexus Investment Management ULC 3.95% Reduce -1.7% 743,742 $39.5M
Renaissance Technologies 0.06% Add +19.2% 738,580 $39.3M
Nicola Wealth Management LTD. 3.70% Add +15.5% 510,002 $39.0M
Two Sigma Investments, LP 0.09% Add +14.6% 721,312 $38.4M
Guardian Partners Inc. 3.90% — 707,525 $38.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +3.8% 712,379 $37.9M
GMO 0.10% Add +1.1% 591,470 $31.5M
Northwest & Ethical Investments L.P. 0.84% Reduce -14.2% 579,497 $30.8M
QV Investors Inc. 3.16% Reduce -33.4% 576,217 $30.7M
Van Eck Associates Corp. 0.04% Add +20.6% 561,482 $29.9M
D. E. Shaw & Co. 0.04% Reduce -24.1% 554,717 $29.5M
Cidel Asset Management Inc. 1.93% Reduce -1.8% 537,024 $28.6M
Wells Fargo & Company 0.01% Reduce -62.5% 522,102 $27.8M
Citadel Advisors 0.03% Add +37.5% 512,256 $27.3M
Montrusco Bolton Investments Inc. 0.33% Reduce -31.5% 505,061 $26.9M
Hillsdale Investment Management Inc. 1.23% Add +608.0% 456,391 $24.3M
Portland Investment Counsel Inc. 6.18% Add +131.5% 452,400 $24.1M
Acadian Asset Management LLC 0.07% Add +430.0% 432,500 $23.0M
Royal London Asset Management Ltd. 0.05% Add +0.5% 417,319 $22.2M
Forsta Ap-Fonden 0.16% Reduce -10.6% 416,900 $22.2M
Lansforsakringar Fondforvaltning AB (publ) 0.08% — 399,906 $21.3M
Canerector Inc. 10.17% — 200,000 $21.0M
Mn Services Vermogensbeheer B.V. 0.14% Add +0.8% 387,300 $20.6M
AXA S.A. 0.06% Add +3.7% 383,695 $20.4M
Two Sigma Advisers, LP 0.05% Add +370.1% 383,200 $20.4M
Neuberger Berman Group LLC 0.02% Reduce -11.2% 380,783 $20.3M
Candriam S.C.A. 0.11% Reduce -8.8% 362,475 $19.3M
OMERS ADMINISTRATION Corp 0.17% Reduce -3.6% 361,052 $19.2M
Godsey & Gibb, Inc. 1.78% Add +1.8% 334,340 $17.8M
American Century Companies Inc. 0.01% Add +7.0% 334,137 $17.8M
Man Group plc 0.05% Add +414.7% 323,711 $17.2M
Varma Mutual Pension Insurance Co 0.13% Reduce -24.1% 322,998 $17.2M
Heathbridge Capital Management Ltd. 6.40% Add +19.2% 302,200 $16.1M
DORCHESTER WEALTH MANAGEMENT Co 3.16% Reduce -0.3% 302,234 $15.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +1.3% 290,664 $15.5M
Advisors Capital Management, LLC 0.24% Reduce -22.6% 290,324 $15.5M
USS Investment Management Ltd 0.11% Reduce -3.9% 272,534 $14.5M
Sienna Gestion 0.96% No change 267,093 $14.2M
Coleford Investment Management Ltd. 3.56% — 253,707 $13.5M
Lombard Odier Asset Management (Europe) Ltd 0.90% No change 119,830 $13.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -21.1% 236,713 $12.6M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +1.9% 235,623 $12.5M
Erste Asset Management GmbH 0.15% Add +0.1% 231,547 $12.3M
Balyasny Asset Management L.P. 0.03% Reduce -24.4% 230,332 $12.3M
Qube Research & Technologies Ltd 0.02% New 221,840 $11.8M
Crossmark Global Holdings, Inc. 0.21% Reduce -1.4% 217,390 $11.6M
Onex Canada Asset Management Inc. 1.37% Add +43.1% 215,139 $11.5M
Bridgewater Associates 0.05% Add +280.2% 210,583 $11.2M
Wellington Management Group LLP 0.00% Reduce -26.3% 207,511 $11.0M
CenterBook Partners LP 0.65% Add +158.4% 205,415 $10.9M
Utah Retirement Systems 0.12% No change 197,427 $10.5M
Louisbourg Investments Inc. 2.68% Add +12.8% 192,027 $10.2M
Public Employees Retirement System of Ohio 0.04% Reduce -42.2% 191,229 $10.2M
HighTower Advisors, LLC 0.01% Reduce -0.2% 182,629 $9.7M
Generali Asset Management SPA SGR 0.25% — 126,222 $9.7M
Avanza Fonder AB 0.27% — 120,513 $9.2M
Janus Henderson Group PLC 0.00% Reduce -6.3% 172,347 $9.2M
O'shaughnessy Asset Management, LLC 0.08% Reduce -18.3% 171,179 $9.1M
Public Sector Pension Investment Board 0.04% Reduce -26.7% 167,729 $8.9M
American Assets Investment Management, LLC 0.72% No change 165,000 $8.8M
Maryland State Retirement & Pension System 0.18% Add +1.9% 157,036 $8.4M
Swiss Life Asset Management Ltd 0.06% Add +1005.2% 155,273 $8.2M
K.J. Harrison & Partners Inc 1.28% Add +33.4% 153,745 $8.2M
Quinn Opportunity Partners LLC 0.59% New 152,791 $8.1M
LPL Financial LLC 0.00% Reduce -30.9% 148,769 $7.9M
Raymond James Financial Inc. 0.00% — 147,721 $7.9M
Lorne Steinberg Wealth Management Inc. 2.27% Add +5.8% 147,442 $7.8M
Modera Wealth Management, LLC 0.08% Reduce -8.3% 131,638 $7.0M
Alliancebernstein L.P. 0.00% Reduce -2.4% 130,119 $6.9M
Creative Planning 0.01% Reduce -9.9% 129,929 $6.9M
Forge First Asset Management Inc. 2.43% New 127,100 $6.8M
Claret Asset Management Corp 1.05% Add +106.7% 124,751 $6.6M
Intech Investment Management LLC 0.06% Reduce -52.7% 124,730 $6.6M
Ensign Peak Advisors, Inc 0.01% No change 122,953 $6.5M
Barclays PLC 0.00% Reduce -40.7% 121,962 $6.5M
NewSquare Capital LLC 0.52% Reduce -0.9% 122,940 $6.5M
United Services Automobile Association 0.21% No change 57,472 $6.3M
Value Partners Investments Inc. 3.55% Reduce -89.1% 118,337 $6.3M
PEAK6 LLC 0.25% — 118,190 $6.3M
Keystone Financial Planning, Inc. 1.94% Add +4.0% 117,713 $6.3M
Allianz Asset Management GmbH 0.01% Add +0.5% 116,154 $6.2M
Eagle Ridge Investment Management 0.54% Reduce -20.6% 115,359 $6.1M
M. Kulyk & Associates, LLC 1.27% Reduce -3.1% 110,261 $5.9M
Mediolanum International Funds Ltd 0.08% Reduce -10.8% 109,582 $5.8M
Gold Investment Management Ltd. 2.43% Add +1.8% 108,081 $5.8M
Wolverine Trading, LLC 0.12% Add +181.3% 104,185 $5.5M
Commonwealth Equity Services, LLC 0.01% Add +0.6% 103,822 $5.5M
Credit Agricole S A 0.02% Add +86.6% 103,088 $5.5M
Corient Private Wealth LP 0.01% Reduce -25.5% 99,219 $5.3M
Lombard Odier Asset Management (Switzerland) SA 0.35% Reduce -2.8% 42,399 $4.7M
Fiduciary Trust Co 0.06% Reduce -9.7% 87,448 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -45.7% 70,716 $4.6M
Walleye Capital LLC 0.05% Add +363.4% 82,899 $4.4M
Hennessy Advisors Inc. 0.13% Reduce -3.4% 81,900 $4.4M
Graham Capital Management, L.P. 0.21% New 81,236 $4.3M
Metis Global Partners, LLC 0.13% Reduce -0.6% 79,991 $4.3M
Ewing Morris & Co. Investment Partners Ltd. 1.46% New 55,221 $4.2M
Marshall Wace, LLP 0.01% Reduce -90.1% 78,520 $4.2M
M&T Bank Corp 0.01% Reduce -79.2% 77,435 $4.1M
Beaton Management Co. Inc. 2.03% Reduce -8.3% 75,672 $4.0M
Twin Tree Management, LP 0.09% Add +2238.9% 73,441 $3.9M
Cumberland Partners Ltd 0.27% Reduce -5.7% 73,151 $3.9M
Stablepoint Partners, LLC 0.71% Add +1.2% 72,870 $3.9M
JTC Employer Solutions Trustee Ltd 0.27% No change 71,315 $3.8M
Resources Management Corp. /CT/ 0.52% Reduce -22.1% 70,984 $3.8M
Welch & Forbes LLC 0.05% Reduce -28.4% 66,974 $3.6M
Bessemer Group Inc. 0.01% Reduce -0.3% 66,554 $3.5M
Natixis 0.02% Add +342.5% 66,320 $3.5M
Rempart Asset Management Inc. 0.70% Reduce -1.3% 65,930 $3.5M
Pacifica Partners Inc. 1.51% Add +1.2% 65,777 $3.5M
Stifel Financial Corp. 0.00% Reduce -19.1% 63,593 $3.4M
Te Ahumairangi Investment Management Ltd 0.71% Add +21.1% 63,581 $3.4M
UNIVEST FINANCIAL Corp 0.20% Add +6.1% 60,710 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -35.5% 57,288 $3.1M
Assenagon Asset Management S.A. 0.01% Reduce -1.3% 57,162 $3.0M
Harvest Portfolios Group Inc. 0.10% Add +24.0% 56,224 $3.0M
PCJ Investment Counsel Ltd. 0.99% Reduce -36.0% 55,390 $2.9M
Auto-Owners Insurance Co 0.06% No change 50,875 $2.7M
Baldwin Wealth Partners LLC 0.17% Reduce -11.0% 46,775 $2.5M
Trust Co. of Vermont 0.12% Reduce -6.7% 45,936 $2.4M
Numerai GP LLC 0.66% Add +504.8% 45,329 $2.4M
Osaic Holdings, Inc. 0.01% Reduce -6.1% 45,194 $2.4M
Cardinal Capital Management 0.37% Add +0.5% 44,685 $2.4M
Creegan & Nassoura Financial Group, LLC 1.60% No change 44,655 $2.4M
Shell Asset Management Co. 0.10% Reduce -2.0% 44,372 $2.4M
Wasatch Advisors LP 0.01% Add +11.9% 43,420 $2.3M
Cetera Investment Advisers 0.00% Reduce -40.1% 43,034 $2.3M
Natixis Advisors, LLC 0.00% Reduce -36.4% 42,705 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.3% 42,541 $2.3M
Tacita Capital Inc 1.55% No change 40,935 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.21% — 39,000 $2.1M
Principal Financial Group Inc. 0.00% Reduce -7.6% 38,700 $2.1M
Mariner, LLC 0.00% Reduce -38.4% 38,566 $2.1M
Cassaday & Co Wealth Management LLC 0.06% No change 38,206 $2.0M
Quantinno Capital Management LP 0.02% Reduce -36.3% 37,172 $2.0M
Evelyn Partners Investment Management LLP 0.06% — 37,024 $2.0M
Tableaux LLC 1.62% — 36,819 $2.0M
Squarepoint Ops LLC 0.01% Reduce -10.7% 36,675 $2.0M
Nebula Research & Development LLC 0.22% Add +331.2% 35,735 $1.9M
Rathbones Group PLC 0.01% Add +0.1% 34,899 $1.9M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 34,383 $1.8M
Pathway Financial Advisers, LLC 0.61% Reduce -1.8% 34,028 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +0.3% 33,176 $1.8M
Equitable Holdings, Inc. 0.02% Reduce -0.4% 32,924 $1.8M
Claro Advisors Inc. 0.23% Reduce -1.1% 31,762 $1.7M
Dynamic Technology Lab Private Ltd 0.27% New 31,664 $1.7M
Horizon Kinetics Asset Management LLC 0.02% Add +2.8% 30,950 $1.6M
PARK CIRCLE Co 1.44% No change 29,800 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -6.9% 29,322 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -22.7% 29,223 $1.6M
WealthTrust Axiom LLC 0.46% Reduce -0.8% 28,871 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -29.0% 28,247 $1.5M
Group One Trading LLC 0.05% New 27,825 $1.5M
Moors & Cabot, Inc. 0.07% Add +6.7% 27,630 $1.5M
LVM Capital Management Ltd. 0.16% Reduce -29.9% 27,181 $1.4M
Mutual Advisors, LLC 0.04% Add +467.0% 24,779 $1.4M
Weaver C. Barksdale & Associates, Inc. 1.31% Reduce -2.5% 25,691 $1.4M
Family Legacy, Inc. 0.45% Reduce -5.5% 24,516 $1.3M
Cerity Partners LLC 0.00% Reduce -13.3% 23,186 $1.3M
Focus Partners Wealth 0.00% Add +320.8% 24,560 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -12.1% 24,478 $1.3M
Highland Capital Management, LLC 0.07% Reduce -3.6% 24,400 $1.3M
Pinnacle Associates Ltd. 0.02% Reduce -8.6% 24,159 $1.3M
LMR Partners LLP 0.03% New 24,143 $1.3M
Applied Capital LLC 1.00% Reduce -0.4% 23,961 $1.3M
Cardinal Capital Management, Inc. 0.04% Reduce -0.7% 23,770 $1.3M
Hudson Portfolio Management LLC 1.24% Reduce -2.8% 23,693 $1.3M
Main Line Retirement Advisors, LLC 0.82% Reduce -3.8% 23,259 $1.2M
Foster & Motley Inc. 0.08% Reduce -9.4% 23,000 $1.2M
LRI Investments, LLC 0.12% No change 22,991 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +0.7% 22,548 $1.2M
Tower Research Capital LLC (TRC) 0.02% Add +347.8% 22,213 $1.2M
Sumitomo Life Insurance Co. 0.02% Reduce -2.9% 22,012 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -2.9% 22,012 $1.2M
Probity Advisors, Inc. 0.22% Add +14.1% 21,947 $1.2M
Simplex Trading, LLC 0.03% New 21,835 $1.2M
&partners 0.01% Add +240.2% 21,189 $1.1M
Plimoth Trust Co. LLC 0.29% Reduce -1.0% 21,317 $1.1M
Jones Financial Companies LLLP 0.00% Add +82.5% 21,233 $1.1M
Bard Financial Services, Inc. 0.14% No change 21,140 $1.1M
Investors Research Corp 0.25% Add +489.9% 21,042 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -8.3% 20,600 $1.1M
Prudential PLC 0.01% Reduce -19.6% 20,300 $1.1M
Rhumbline Advisers 0.00% Add +1.8% 20,096 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -25.8% 19,641 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -12.4% 19,540 $1.0M
Davis-Rea LTD. 0.51% Reduce -32.7% 18,935 $1.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -28.1% 18,789 $1000K
Forum Financial Management, LP 0.02% Add +64.2% 18,711 $996K
Greenfield Seitz Capital Management, LLC 0.37% Reduce -13.9% 18,315 $975K
Commons Capital, LLC 0.88% Reduce -13.2% 18,174 $968K
Sanctuary Advisors, LLC 0.01% Reduce -17.9% 16,062 $921K
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -38.8% 16,938 $902K
Valmark Advisers, Inc. 0.01% Reduce -6.6% 16,921 $901K
Vise Technologies, Inc. 0.07% Reduce -0.6% 16,846 $897K
Cobblestone Capital Advisors LLC 0.05% No change 16,794 $894K
UMB Bank, n.a. 0.01% Reduce -10.2% 16,701 $889K
Signaturefd, LLC 0.02% Reduce -21.1% 16,587 $883K
Blair William & Co. 0.00% Reduce -4.4% 16,580 $883K
Truist Financial Corp. 0.00% Reduce -42.0% 16,530 $880K
US Bancorp \de 0.00% Reduce -5.1% 16,512 $879K
Private Advisor Group, LLC 0.00% Reduce -26.2% 16,148 $860K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -38.9% 16,142 $859K
Wealth Enhancement Advisory Services, LLC 0.00% Add +133.9% 16,126 $859K
Sequoia Financial Advisors, LLC 0.01% Add +4.2% 15,910 $847K
Cyndeo Wealth Partners, LLC 0.06% Add +0.2% 15,452 $823K
Pacer Advisors, Inc. 0.00% Add +1.2% 15,121 $805K
Orion Porfolio Solutions, LLC 0.01% Reduce -24.4% 15,025 $800K
Orion Portfolio Solutions, LLC 0.01% Reduce -24.4% 15,025 $800K
American Assets Inc. 0.25% No change 15,000 $799K
CENTRAL TRUST Co 0.02% Reduce -4.3% 14,953 $796K
Balanced Rock Investment Advisors LLC 0.62% Reduce -0.3% 14,820 $789K
Mangrove Partners Im, LLC 0.09% New 14,600 $777K
Crescent Sterling, Ltd. 0.80% Reduce -31.2% 14,584 $776K
Transcend Capital Advisors, LLC 0.05% Reduce -35.3% 14,236 $758K
D.A. Davidson & Co. 0.01% Add +18.0% 14,052 $748K
HM Payson & Co. 0.01% Reduce -3.2% 13,816 $736K
Fullerton Fund Management Co Ltd. 0.03% No change 13,600 $723K
ARS Wealth Advisors Group, LLC 0.10% No change 13,270 $707K
Radnor Capital Management, LLC 0.12% Reduce -20.2% 13,199 $703K
Engineers Gate Manager LP 0.01% Add +110.9% 13,206 $703K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -17.6% 13,093 $697K
NorthCoast Asset Management LLC 0.00% Reduce -2.3% 12,801 $683K
Kestra Advisory Services, LLC 0.00% Add +6.3% 12,718 $677K
Donaldson Capital Management, LLC 0.03% Reduce -5.0% 12,665 $674K
Leo Wealth, LLC 0.06% Add +0.3% 12,630 $672K
CIBC Private Wealth Group LLC 0.00% Add +300.6% 12,238 $663K
Entropy Technologies, LP 0.07% Reduce -50.3% 12,328 $656K
Mercer Global Advisors Inc. 0.00% Add +4.3% 12,272 $653K
Fulton Bank, N.A. 0.03% Reduce -14.1% 12,228 $651K
Vontobel Holding Ltd. 0.00% Reduce -39.7% 12,118 $644K
Ritholtz Wealth Management 0.02% Reduce -18.5% 11,921 $635K
Captrust Financial Advisors 0.00% Reduce -34.7% 11,898 $633K
Plante Moran Financial Advisors, LLC 0.05% No change 11,578 $616K
Syon Capital LLC 0.06% Reduce -14.7% 11,533 $614K
Susquehanna International Group, LLP 0.00% Add +101.2% 11,395 $607K
Ballentine Partners, LLC 0.01% Reduce -4.3% 11,057 $589K
Danske Bank A/S 0.00% Reduce -73.9% 11,041 $587K
MML Investors Services, LLC 0.00% Reduce -8.7% 11,012 $586K
Steward Partners Investment Advisory, LLC 0.01% Reduce -23.0% 11,004 $586K
Quilter Plc 0.01% Reduce -6.8% 10,975 $584K
Affinity Capital Advisors, LLC 0.11% No change 10,590 $579K
Bridgewater Advisors Inc. 0.06% Add +2.8% 10,381 $568K
Natural Investments, LLC 0.15% — 10,467 $557K
Cherokee Insurance Co 0.25% — 10,395 $553K
Hartford Financial Management Inc. 0.11% No change 10,176 $542K
Ti-Trust, Inc. 0.36% Reduce -0.7% 10,144 $540K
Silverlake Wealth Management LLC 0.21% Reduce -0.0% 10,030 $534K
EP Wealth Advisors, LLC 0.00% Reduce -3.5% 9,868 $525K
Burney Co./ 0.02% Reduce -0.5% 9,723 $518K
Keybank National Association 0.00% Add +8.6% 9,686 $516K
Daiwa Securities Group Inc. 0.00% No change 9,500 $506K
Glenmede Trust Co. NA 0.00% Reduce -8.3% 9,336 $497K
Penobscot Investment Management Company, Inc. 0.04% Add +22.0% 9,144 $487K
Apollon Wealth Management, LLC 0.01% Add +19.1% 9,086 $484K
CRA Financial Services, LLC 0.08% Reduce -0.2% 9,083 $484K
Cape Cod Five Cents Savings Bank 0.04% No change 7,641 $483K
Carnegie Lake Advisors LLC 0.19% No change 9,081 $483K
Avantax Advisory Services, Inc. 0.00% Reduce -47.7% 9,010 $480K
IFG Advisory, LLC 0.03% Reduce -26.2% 8,962 $477K
OneDigital Investment Advisors LLC 0.01% Reduce -1.1% 8,796 $468K
Evergreen Capital Management LLC 0.01% Reduce -13.1% 8,681 $462K
Sky Investment Group LLC 0.09% Reduce -27.1% 8,596 $458K
180 Wealth Advisors, LLC 0.07% Reduce -12.7% 8,593 $457K
JCIC Asset Management Inc. 0.19% Add +97.3% 8,590 $457K
First Affirmative Financial Network 0.26% Reduce -7.9% 8,567 $456K
SkyOak Wealth, LLC 0.10% Reduce -19.9% 8,485 $452K
Adell Harriman & Carpenter Inc. 0.03% Reduce -40.1% 8,485 $452K
Boston Financial Mangement LLC 0.01% No change 8,460 $450K
Ethic Inc. 0.01% Add +64.8% 8,438 $449K
LGT Group Foundation 0.01% Add +31.8% 8,300 $441K
Scientech Research LLC 0.12% Reduce -61.5% 8,245 $439K
Bayesian Capital Management, LP 0.05% New 8,145 $434K
Five Oceans Advisors 0.20% Add +7.0% 8,093 $431K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 5,020 $424K
Davis R M Inc. 0.01% Reduce -13.1% 7,932 $422K
Mystic Asset Management, Inc. 0.11% New 7,925 $422K
Clark Capital Management Group, Inc. 0.00% No change 7,872 $419K
Asahi Life Asset Management Co., LTD. 0.25% New 7,820 $416K
Wolff Financial Management LLC 0.11% No change 7,771 $414K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.5% 7,773 $414K
Essex Financial Services, Inc. 0.03% Add +22.4% 7,668 $408K
Bleakley Financial Group, LLC 0.01% Reduce -8.8% 7,641 $407K
Intrua Financial, LLC 0.07% Add +2.3% 7,629 $406K
Enterprise Bank & Trust Co 0.13% No change 7,622 $406K
Passumpsic Savings Bank 0.25% Add +0.7% 7,581 $404K
Boston Trust Walden Corp 0.00% Reduce -29.6% 7,425 $395K
Parsons Capital Management Inc. 0.02% Reduce -41.3% 7,423 $395K
Hanson & Doremus Investment Management 0.06% Add +4.8% 7,426 $395K
Old Port Advisors 0.11% No change 7,363 $392K
Capital World Investors 0.00% Reduce -99.3% 7,277 $387K
Brucke Financial, Inc. 0.33% — 6,787 $387K
Cwm, LLC 0.00% Add +1.0% 7,278 $387K
FineMark National Bank & Trust 0.01% Reduce -1.3% 7,268 $387K
CW Advisors, LLC 0.01% Add +55.2% 7,212 $384K
Wesbanco Bank Inc. 0.01% No change 7,195 $383K
ICONIQ Capital, LLC 0.01% Add +67.3% 7,142 $380K
Greenfield Savings Bank 0.18% Reduce -1.1% 7,126 $379K
Mgo One Seven LLC 0.01% Reduce -7.2% 7,116 $379K
AlphaMark Advisors, LLC 0.16% New 7,100 $378K
Walter Public Investments Inc. 0.07% No change 7,000 $372K
Baird Financial Group, Inc. 0.00% Add +35.5% 6,976 $371K
Grey Ledge Advisors, LLC 0.10% Reduce -28.4% 6,974 $371K
Linden Thomas Advisory Services, LLC 0.05% Add +24.3% 6,914 $368K
Henshaw Capital LLC 0.02% No change 6,887 $367K
Guggenheim Capital LLC 0.00% Add +40.9% 6,771 $360K
Johnson Investment Counsel Inc. 0.00% No change 6,685 $356K
Brown Advisory Inc. 0.00% Reduce -5.2% 6,641 $354K
First Citizens Bank & Trust Co. 0.01% Add +1.4% 6,574 $350K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -56.2% 6,501 $346K
TFG Advisers LLC 0.12% Reduce -0.5% 6,474 $345K
Ranch Capital Advisors Inc. 0.16% Reduce -10.5% 6,405 $341K
Covenant Asset Management, LLC 0.07% No change 6,342 $338K
NewEdge Advisors, LLC 0.00% Add +198.3% 6,334 $337K
Keynote Financial Services LLC 0.26% No change 6,312 $336K
Nomura Asset Management Co. Ltd. 0.00% Reduce -25.1% 6,275 $334K
Wright Investors Service Inc. 0.11% Reduce -67.8% 6,195 $330K
Philip James Wealth Mangement, LLC 0.04% New 6,162 $328K
Hart & Patterson Financial Group LLC 0.16% No change 6,119 $326K
Cabot Wealth Management Inc. 0.04% No change 6,032 $321K
Checchi Capital Advisers, LLC 0.02% Add +2.3% 5,993 $319K
Wealth Management Associates, Inc. 0.13% Add +0.5% 5,920 $315K
Hemenway Trust Co LLC 0.03% Reduce -6.6% 5,910 $315K
Prospera Financial Services Inc 0.01% Reduce -29.7% 5,830 $310K
PDS Planning, Inc 0.03% Reduce -9.4% 5,756 $306K
Baskin Financial Services Inc. 0.02% Reduce -46.3% 5,681 $302K
Centiva Capital, LP 0.01% New 5,621 $299K
Chicago Partners Investment Group LLC 0.01% Add +6.5% 5,502 $298K
SlateStone Wealth, LLC 0.03% Reduce -2.0% 5,544 $295K
Cypress Capital Group 0.04% Reduce -0.9% 5,531 $294K
Beacon Pointe Advisors, LLC 0.00% Reduce -43.2% 5,523 $294K
KCM Investment Advisors LLC 0.01% Reduce -9.8% 5,467 $291K
Frank, Rimerman Advisors LLC 0.02% Add +3.2% 5,446 $290K
Triasima Portfolio Management inc. 0.06% Reduce -95.9% 5,400 $287K
Caprock Group, LLC 0.01% Reduce -8.4% 5,392 $287K
Marcum Wealth, LLC 0.02% Reduce -3.1% 5,358 $285K
Bennett Selby Investments LP 0.11% Add +27.3% 5,309 $283K
Net Worth Advisory Group 0.09% Reduce -26.5% 5,269 $281K
Manske Wealth Management 0.11% — 5,263 $280K
Allworth Financial LP 0.00% Reduce -2.2% 4,892 $278K
Schechter Investment Advisors, LLC 0.02% Add +0.4% 5,200 $277K
Great Valley Advisor Group, Inc. 0.01% Add +0.0% 5,173 $276K
Pines Wealth Management, LLC 0.12% — 5,063 $274K
Farmers & Merchants Investments Inc. 0.01% Add +2.2% 5,110 $272K
Tower Bridge Advisors 0.03% Reduce -0.0% 5,065 $270K
Arkadios Wealth Advisors 0.01% New 5,028 $268K
Alhambra Investment Management LLC 0.14% Reduce -38.3% 5,001 $266K
Colonial Trust Co / SC 0.04% Add +14.3% 4,944 $263K
Marble Harbor Investment Counsel, LLC 0.03% No change 4,910 $261K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% No change 4,895 $261K
Litman Gregory Wealth Management LLC 0.02% No change 4,875 $260K
Powers Advisory Group, LLC 0.13% Reduce -7.8% 4,753 $253K
Oppenheimer & Co. Inc. 0.00% Reduce -52.9% 4,714 $251K
QRG Capital Management, Inc. 0.00% Reduce -8.7% 4,707 $251K
Verdence Capital Advisors LLC 0.02% Reduce -3.8% 4,682 $249K
Connecticut Wealth Management, LLC 0.01% Add +32.2% 4,664 $248K
Townsquare Capital LLC 0.00% Reduce -51.9% 4,654 $248K
Fiduciary Group, LLC 0.02% No change 4,644 $247K
Chiron Capital Management, LLC 0.23% Reduce -50.4% 4,616 $246K
Legacy Capital Group California, Inc. 0.07% Reduce -0.1% 4,582 $244K
Wealthcare Advisory Partners LLC 0.01% Reduce -11.3% 4,542 $242K
Vident Advisory, LLC 0.00% Add +5.8% 4,535 $241K
World Investment Advisors 0.01% Add +7.9% 4,526 $241K
United Capital Financial Advisors, LLC 0.00% Reduce -0.8% 4,487 $239K
HRT Financial LP 0.00% Reduce -30.8% 4,478 $238K
Grayhawk Investment Strategies Inc. 0.45% New 4,409 $235K
Whittier Trust Co. 0.00% No change 4,345 $231K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -8.5% 4,323 $230K
Bath Savings Trust Co 0.02% Reduce -3.8% 4,310 $229K
Crestwood Advisors Group, LLC 0.00% Add +9.6% 4,271 $227K
Tudor Financial Inc. 0.13% No change 4,240 $226K
Macquarie Group Ltd. 0.00% No change 4,211 $224K
StoneX Group Inc. 0.01% Reduce -21.0% 4,198 $223K
Compound Planning, Inc. 0.01% Reduce -71.7% 4,170 $222K
Daymark Wealth Partners, LLC 0.01% No change 4,114 $219K
Savant Capital, LLC 0.00% Reduce -10.2% 4,109 $219K
Benjamin Edwards Inc. 0.00% Reduce -33.5% 4,070 $217K
Parallel Advisors, LLC 0.00% Reduce -18.2% 4,058 $216K
MFA Wealth Services 0.17% — 4,000 $213K
Coastline Trust Co 0.02% Reduce -70.8% 4,000 $213K
Florida Trust Wealth Management Co 0.01% Add +0.8% 3,994 $213K
Burns J W & Co. Inc. 0.03% Reduce -4.4% 3,835 $204K
Sound View Wealth Advisors Group, LLC 0.02% No change 3,820 $203K
Kingsview Wealth Management, LLC 0.00% New 3,816 $203K
Jacobi Capital Management LLC 0.02% Add +0.9% 3,789 $202K
Wilmington Savings Fund Society, FSB 0.00% Reduce -3.5% 3,762 $200K
Advisors Asset Management, Inc. 0.00% Reduce -33.0% 3,736 $199K
Gulf International Bank (UK) Ltd 0.00% Reduce -29.7% 3,643 $193K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.01% No change 3,638 $193K
CVA Family Office, LLC 0.03% Reduce -0.9% 3,600 $192K
Central Pacific Bank - Trust Division 0.03% New 3,567 $190K
Adirondack Trust Co. 0.07% Reduce -7.3% 3,562 $190K
Clearstead Advisors, LLC 0.00% No change 3,559 $189K
MAI Capital Management 0.00% Reduce -0.8% 3,529 $188K
Tobam 0.06% Reduce -73.7% 2,395 $183K
Kohmann Bosshard Financial Services, LLC 0.02% New 3,310 $176K
JFS Wealth Advisors, LLC 0.01% Reduce -19.2% 3,227 $172K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +43.9% 3,139 $169K
Northwest Capital Management Inc 0.07% No change 3,050 $162K
Avior Wealth Management, LLC 0.01% Add +30.2% 3,007 $160K
WASHINGTON TRUST Co 0.01% Reduce -42.5% 3,005 $160K
Bank of New Hampshire 0.04% Add +499.2% 2,996 $160K
Addison Advisors LLC 0.04% Reduce -40.6% 2,952 $157K
United Community Bank 0.06% Reduce -3.3% 2,944 $157K
Pinnacle Bancorp, Inc. 0.05% No change 2,890 $154K
Brown Shipley& Co Ltd 0.07% Reduce -47.0% 2,850 $150K
Cromwell Holdings LLC 0.08% Reduce -7.0% 2,736 $146K
Lindbrook Capital, LLC 0.01% Reduce -7.1% 2,716 $145K
Quadrant Capital Group LLC 0.01% Add +12.9% 2,691 $143K
BNP Paribas Financial Markets 0.00% Add +3.5% 2,520 $134K
Geneos Wealth Management Inc. 0.00% Reduce -6.3% 2,472 $132K
Brown Brothers Harriman & Co. 0.00% Reduce -22.2% 2,440 $130K
McIlrath & Eck, LLC 0.02% Reduce -57.6% 2,395 $128K
Capital Analysts, LLC 0.01% Add +15.4% 2,380 $127K
Bangor Savings Bank 0.01% No change 2,364 $126K
Global Retirement Partners, LLC 0.00% Add +26.3% 2,309 $123K
Key Financial Inc 0.03% Add +1.7% 2,304 $123K
IFP Advisors, Inc 0.00% Add +367.0% 2,279 $121K
Harbour Investments, Inc. 0.00% Reduce -70.7% 2,278 $121K
Centaurus Financial, Inc. 0.01% No change 2,273 $121K
State of Wyoming 0.02% Add +0.9% 2,233 $119K
Crews Bank & Trust 0.02% — 2,070 $110K
Bayforest Capital Ltd 0.13% — 2,022 $108K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,015 $107K
Farther Finance Advisors, LLC 0.00% Add +1.5% 1,977 $105K
Asset Planning,Inc 0.08% — 1,957 $104K
Trust Co 0.01% Reduce -7.6% 1,950 $104K
Valley National Advisers Inc. 0.02% Reduce -71.9% 1,852 $98K
Medallion Wealth Advisors, LLC 0.05% — 1,705 $96K
Ravenstone Capital Management Inc. 0.05% Add +20.6% 1,780 $95K
Huntington National Bank 0.00% Add +4.9% 1,510 $80K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.6% 1,417 $75K
Compagnie Lombard Odier SCmA 0.00% No change 1,325 $71K
Hexagon Capital Partners LLC 0.01% Reduce -2.0% 1,310 $70K
Summit Securities Group LLC 0.03% Reduce -52.0% 1,300 $69K
Blue Bell Private Wealth Management, LLC 0.01% No change 1,300 $69K
Spire Wealth Management 0.00% No change 1,289 $69K
Community Bank, N.A. 0.01% Reduce -3.9% 1,250 $67K
Rosenberg Matthew Hamilton 0.02% Reduce -20.7% 1,243 $66K
Financial Perspectives, Inc 0.02% No change 1,238 $66K
Blue Trust, Inc. 0.00% Reduce -55.9% 1,206 $64K
Tompkins Financial Corp. 0.01% No change 1,200 $64K
Hilltop National Bank 0.02% No change 1,121 $60K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,113 $59K
Union Bancaire Privee, UBP SA 0.00% — 1,133 $58K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -6.8% 1,050 $56K
Eastern Bank 0.00% No change 1,043 $56K
GeoWealth Management, LLC 0.00% Add +972.9% 1,030 $55K
TFC Financial Management, Inc. 0.01% No change 1,027 $55K
TD Private Client Wealth LLC 0.00% Add +321.4% 1,003 $53K
Sittner & Nelson, LLC 0.02% No change 1,000 $53K
EverSource Wealth Advisors, LLC 0.00% Reduce -6.8% 979 $52K
SBI Securities Co., Ltd. 0.00% — 965 $51K
Lazard Asset Management LLC 0.00% Reduce -5.0% 960 $51K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -32.5% 934 $50K
Byrne Asset Management LLC 0.04% No change 929 $49K
Kimelman & Baird, LLC 0.00% No change 883 $47K
American Capital Advisory, LLC 0.02% No change 801 $43K
Citizens National Bank Trust Department 0.01% No change 800 $43K
Fifth Third Bancorp 0.00% Reduce -32.3% 779 $41K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 718 $41K
Bruce G. Allen Investments, LLC 0.03% Reduce -7.3% 741 $39K
Murphy & Mullick Capital Management Corp 0.04% — 726 $39K
Caldwell Sutter Capital, Inc. 0.02% Reduce -16.1% 720 $38K
Versant Capital Management, Inc 0.01% Add +40.0% 700 $37K
Investment Research & Advisory Group, Inc. 0.01% No change 667 $36K
Mascoma Wealth Management LLC 0.01% No change 644 $34K
Van Hulzen Asset Management, LLC 0.00% New 631 $34K
CoreCap Advisors, LLC 0.00% Add +57.5% 630 $34K
Concourse Financial Group Securities, Inc. 0.00% No change 565 $33K
2UniFi Bank 0.02% — 605 $32K
Mb, Levis & Associates, LLC 0.02% No change 600 $32K
Ogorek Anthony Joseph /NY/ 0.01% No change 600 $31K
Private Trust Co. NA 0.00% Reduce -41.3% 562 $30K
Bfsg, LLC 0.00% Reduce -44.1% 501 $27K
First Financial Corp. 0.01% No change 500 $27K
Caldwell Trust Co 0.00% No change 500 $27K
Lee Danner & Bass Inc. 0.00% New 500 $27K
Logan Capital Management Inc. 0.00% No change 496 $26K
St Germain D J Co. Inc. 0.00% Add +25.3% 486 $26K
Bray Capital Advisors 0.01% No change 460 $24K
Millstone Evans Group, LLC 0.02% — 450 $24K
Park Place Capital Corp 0.01% No change 419 $22K
Venturi Wealth Management, LLC 0.00% Add +12.7% 418 $22K
Sachetta, LLC 0.01% No change 415 $22K
First PREMIER Bank 0.01% No change 400 $21K
Mather Group, Llc. 0.00% No change 377 $20K
Smithfield Trust Co 0.00% No change 376 $20K
Compass Wealth Management LLC 0.00% No change 350 $19K
Sierra Ocean, LLC 0.02% — 349 $19K
Boyd Watterson Asset Management LLC 0.00% No change 324 $17K
Principal Securities, Inc. 0.00% Reduce -13.8% 319 $17K
Sugarloaf Wealth Management, LLC 0.00% Add +1.0% 303 $16K
Oakworth Capital, Inc. 0.00% No change 300 $16K
Empowered Funds, LLC 0.00% New 298 $16K
NBT Bank, N.A. 0.00% No change 284 $15K
Assetmark, Inc. 0.00% Add +16.4% 262 $14K
Sound Income Strategies, LLC 0.00% Reduce -6.5% 258 $14K
Riggs Asset Managment Co. Inc. 0.00% No change 245 $13K
Prestige Wealth Management Group LLC 0.00% No change 244 $13K
Ramirez Asset Management, Inc. 0.00% No change 235 $13K
Park Square Financial Group, LLC 0.01% — 216 $12K
Brown, Lisle/Cummings, Inc. 0.00% No change 216 $12K
Sunbelt Securities, Inc. 0.00% No change 215 $11K
Physician Wealth Advisors, Inc. 0.00% New 211 $11K
WR Wealth Planners, LLC 0.00% No change 200 $11K
Harbor Investment Advisory, LLC 0.00% No change 200 $11K
ZynergyRetirementPlanningLLC 0.01% No change 164 $10K
Larson Financial Group LLC 0.00% Add +562.1% 192 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 175 $9K
Fourth Dimension Wealth, LLC 0.00% — 174 $9K
Coston, McIsaac & Partners 0.00% No change 178 $9K
NFSG Corp 0.00% New 164 $9K
Continuum Advisory, LLC 0.00% Add +6.7% 159 $8K
Leonteq Securities AG 0.00% Reduce -85.3% 110 $8K
City State Bank 0.00% No change 153 $8K
Bell Investment Advisors, Inc 0.00% Reduce -3.9% 148 $8K
Frazier Financial Advisors, LLC 0.01% No change 142 $8K
Kieckhefer Group LLC 0.00% — 140 $7K
Piscataqua Savings Bank 0.01% No change 138 $7K
Centricity Wealth Management, LLC 0.01% — 136 $7K
Penserra Capital Management LLC 0.00% No change 144 $7K
Transce3nd, LLC 0.00% — 128 $7K
Eagle Bay Advisors LLC 0.00% No change 121 $6K
Financial Management Professionals, Inc. 0.00% Reduce -43.4% 116 $6K
Smartleaf Asset Management LLC 0.00% Reduce -67.5% 102 $5K
Bogart Wealth, LLC 0.00% Reduce -33.3% 100 $5K
Cornerstone Planning Group LLC 0.00% Reduce -35.0% 78 $4K
Capital A Wealth Management, LLC 0.01% — 82 $4K
Fortis Group Advisors, LLC 0.00% No change 82 $4K
Wolff Wiese Magana LLC 0.00% No change 75 $4K
Zions Bancorporation, N.A. 0.00% No change 67 $4K
Cullen/Frost Bankers, Inc. 0.00% New 63 $3K
Walleye Trading LLC 0.00% New 54 $3K
Holos Integrated Wealth LLC 0.00% — 53 $3K
Coppell Advisory Solutions LLC 0.00% Reduce -85.2% 52 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $3K
Golden State Wealth Management, LLC 0.00% — 50 $3K
Aventura Private Wealth, LLC 0.00% — 48 $3K
Princeton Global Asset Management LLC 0.00% No change 47 $3K
Highline Wealth Partners LLC 0.00% Reduce -70.8% 33 $2K
Tradewinds Capital Management, LLC 0.00% No change 33 $2K
Creekmur Asset Management LLC 0.00% No change 30 $2K
TD Capital Management LLC 0.00% New 26 $1K
GAMMA Investing LLC 0.00% No change 25 $1K
Raffa Wealth Management, LLC 0.00% No change 22 $1K
Wood Tarver Financial Group, LLC 0.00% — 25 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -30.8% 9 $1K
Wingate Wealth Advisors, Inc. 0.00% — 18 $958
Sandy Spring Bank 0.00% New 15 $799
Main Street Group, LTD 0.00% No change 14 $746
Johnson Financial Group, Inc. 0.00% No change 12 $694
Human Investing LLC 0.00% New 13 $693
WPG Advisers, LLC 0.00% — 12 $639
Clear Investment Research, LLC 0.00% No change 10 $532
Whipplewood Advisors, LLC 0.00% — 6 $319
High Note Wealth, LLC 0.00% New 6 $319
SJS Investment Consulting Inc. 0.00% Reduce -81.3% 3 $160
Lanark Financial, Inc. 0.01% — 2 $113
Atwood & Palmer Inc. 0.00% No change 2 $107
Burkett Financial Services, LLC 0.00% No change 2 $106

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