Toronto-Dominion BankTD

13F holders, Q1 2025 (March 31)
635holders −4
64new positions
58sold out
7famous investors
$60.08avg. 13F price*

At the end of Q1 2025, 635 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, down 4 from Q4 2024. 64 opened new positions and 58 sold out. The largest holders were Royal Bank of Canada ($9.4B), Bank of Montreal ($5.5B) and Vanguard Group Inc. ($4.5B). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates'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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions64$202.2M
Exits58$211.4M

All 13F filers, Q4 2024 → Q1 2025: 81,650,269 shares bought and 34,547,072 shares sold, net +47,103,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 635 holders

Royal Bank of Canada 2.11% Add +9.5% 156,941,950 $9.4B
Bank of Montreal 2.97% Add +10.4% 92,443,953 $5.5B
Vanguard Group Inc. 0.08% Add +0.7% 74,634,839 $4.5B
Cibc World Market Inc. 6.76% Add +0.6% 49,417,428 $3.0B
FIL Ltd 2.40% Add +8.2% 42,190,378 $2.5B
TD Asset Management Inc 2.04% Add +0.4% 37,035,579 $2.2B
National Bank of Canada 2.20% Add +9.5% 31,320,826 $1.9B
Mackenzie Financial Corp. 2.49% Add +4.5% 29,252,736 $1.8B
Bank of Nova Scotia 3.30% Reduce -27.2% 24,311,539 $1.5B
1832 Asset Management L.P. 2.57% Reduce -1.5% 22,447,170 $1.3B
Norges Bank 0.17% Add +8.4% 20,220,300 $1.2B
CIBC Asset Management Inc 3.71% Add +12.0% 18,562,343 $1.1B
Beutel, Goodman & Co Ltd. 5.29% Reduce -8.8% 15,320,394 $917.9M
Federation des caisses Desjardins du Quebec 4.39% Add +48.9% 14,785,565 $886.2M
Manufacturers Life Insurance Company, The 0.79% Add +17.7% 13,700,503 $825.4M
Massachusetts Financial Services Co. 0.25% Add +1.5% 12,396,341 $743.0M
Goldman Sachs Group Inc. 0.14% Add +95.5% 12,216,411 $732.3M
JARISLOWSKY, FRASER Ltd 4.56% Add +723.8% 12,127,589 $726.6M
Geode Capital Management, LLC 0.06% Add +11.9% 11,780,893 $718.1M
Scotia Capital Inc. 3.47% Reduce -2.2% 10,801,856 $647.2M
Canada Pension Plan Investment Board 0.61% Add +81.6% 10,524,446 $630.7M
Legal & General Group Plc 0.16% Add +0.6% 10,085,648 $604.3M
JPMorgan Chase & Co. 0.05% Add +38.5% 9,994,402 $599.1M
Connor, Clark & Lunn Investment Management Ltd. 2.53% Add +5.0% 9,667,825 $579.4M
TD Waterhouse Canada Inc. 4.56% Add +0.6% 9,503,168 $557.1M
FMR LLC 0.03% Add +28.7% 7,738,162 $463.7M
Dimensional Fund Advisors LP 0.10% Reduce -4.3% 6,976,105 $418.2M
Deutsche Bank AG 0.16% Reduce -1.0% 6,918,838 $414.7M
Capital Research Global Investors 0.07% Add +0.2% 5,638,996 $337.9M
Morgan Stanley 0.02% Add +12.8% 5,456,248 $327.0M
Bank of America Corp. 0.03% Reduce -8.2% 5,363,107 $321.5M
Charles Schwab Investment Management Inc. 0.05% Reduce -3.6% 4,882,718 $292.5M
Alberta Investment Management Corp 1.99% Add +2.9% 4,629,156 $277.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.63% Add +41.9% 4,407,273 $264.1M
Agf Management Ltd. 1.36% Reduce -26.4% 3,680,060 $255.8M
Invesco Ltd. 0.05% Reduce -10.6% 4,198,793 $251.7M
Healthcare of Ontario Pension Plan Trust Fund 0.48% Reduce -10.7% 3,625,000 $217.3M
Mufg Securities (canada), LTD. 7.35% Add +31.9% 3,520,726 $210.9M
Letko, Brosseau & Associates Inc. 4.16% Reduce -2.7% 3,261,565 $195.4M
Clearbridge Investments, LLC 0.16% Reduce -4.3% 3,114,447 $186.7M
State Street Corp. 0.01% Reduce -0.7% 3,022,811 $181.2M
Amundi 0.06% Add +4.2% 2,518,911 $157.4M
Intact Investment Management Inc. 5.00% Reduce -20.1% 2,434,985 $145.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -14.4% 2,103,716 $126.1M
Toronto Dominion Bank 0.32% Reduce -51.7% 2,074,748 $124.3M
Scheer, Rowlett & Associates Investment Management Ltd. 9.13% Add +2.8% 2,056,970 $123.3M
Burgundy Asset Management Ltd. 1.20% Reduce -14.4% 1,933,740 $116.0M
Addenda Capital Inc. 4.23% Reduce -4.4% 1,328,052 $114.5M
Voloridge Investment Management, LLC 0.39% Add +1.4% 1,749,347 $104.9M
Aviso Financial Inc. 4.88% Reduce -0.7% 1,651,246 $99.0M
Dixon Mitchell Investment Counsel Inc. 4.39% Add +10.4% 1,622,602 $97.3M
OMERS ADMINISTRATION Corp 0.85% Add +347.8% 1,616,932 $96.9M
Bank of New York Mellon Corp 0.02% Add +7.0% 1,606,446 $96.3M
BlackRock, Inc. 0.00% Add +32.5% 1,578,684 $94.6M
Northern Trust Corp. 0.01% Add +16.5% 1,331,006 $79.8M
UBS Group AG 0.02% Reduce -40.5% 1,326,183 $79.5M
Nuveen, LLC 0.02% — 1,290,798 $77.3M
Quadrature Capital Ltd 1.63% Add +16.8% 1,218,300 $73.5M
Aviva PLC 0.18% Add +16.2% 1,223,790 $73.4M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 9.00% Reduce -0.4% 1,182,323 $70.8M
DekaBank Deutsche Girozentrale 0.13% Add +0.3% 1,144,490 $68.3M
HSBC Holdings PLC 0.05% Reduce -58.7% 1,133,531 $67.9M
Caisse de depot et placement du Quebec 0.14% Reduce -13.9% 1,092,987 $65.5M
Korea Investment CORP 0.16% Reduce -6.4% 1,088,297 $65.2M
State of Tennessee, Department of Treasury 0.23% Reduce -0.2% 997,813 $59.8M
Pictet Asset Management Holding SA 0.06% Add +1.3% 962,440 $57.7M
Franklin Resources Inc. 0.02% Add +4.2% 959,741 $57.5M
CANADA LIFE ASSURANCE Co 0.10% Reduce -17.5% 952,860 $57.2M
Hillsdale Investment Management Inc. 2.89% Add +107.5% 947,018 $56.8M
Canoe Financial LP 0.82% New 854,767 $51.2M
UniSuper Management Pty Ltd 0.38% Add +2.1% 587,900 $50.7M
Fiera Capital Corp 0.18% Reduce -78.7% 844,061 $50.6M
Guardian Capital LP 1.94% Reduce -2.4% 824,343 $49.4M
Van Eck Associates Corp. 0.06% Add +44.4% 810,573 $48.6M
Northwest & Ethical Investments L.P. 1.31% Add +38.5% 802,497 $48.1M
Russell Investments Group, Ltd. 0.06% Reduce -8.4% 769,887 $46.1M
Bank of Nova Scotia Trust Co. 4.88% Reduce -4.3% 763,185 $45.7M
First Trust Advisors LP 0.04% Reduce -13.5% 749,758 $44.9M
Value Partners Investments Inc. 3.87% Add +531.9% 747,779 $44.9M
GMO 0.14% Add +24.9% 739,032 $44.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +0.7% 717,506 $43.0M
Guardian Partners Inc. 4.13% Reduce -5.1% 671,207 $40.0M
Citigroup Inc. 0.03% Reduce -20.4% 636,879 $38.2M
Citadel Advisors 0.04% Add +22.2% 625,912 $37.5M
Ontario Teachers Pension Plan Board 0.57% New 605,560 $36.3M
Montrusco Bolton Investments Inc. 0.45% Add +14.1% 576,262 $34.5M
ASR Vermogensbeheer N.V. 0.50% — 568,943 $34.1M
QV Investors Inc. 3.43% Reduce -1.7% 566,284 $33.9M
Renaissance Technologies 0.05% Reduce -24.8% 555,380 $33.3M
Cidel Asset Management Inc. 2.11% Add +0.2% 538,161 $32.2M
Nicola Wealth Management LTD. 2.98% No change 510,002 $30.6M
Royal London Asset Management Ltd. 0.07% Add +21.2% 505,746 $30.3M
Alyeska Investment Group, L.P. 0.11% New 474,812 $28.5M
Portland Investment Counsel Inc. 8.43% Add +2.3% 462,900 $27.7M
Jane Street Group, LLC 0.05% Reduce -44.5% 419,032 $25.1M
Advisors Capital Management, LLC 0.37% Add +38.7% 402,697 $24.1M
Forsta Ap-Fonden 0.18% Reduce -4.4% 398,700 $23.9M
Lansforsakringar Fondforvaltning AB (publ) 0.14% Reduce -4.1% 383,363 $23.0M
Wells Fargo & Company 0.01% Reduce -26.9% 381,577 $22.9M
Neuberger Berman Group LLC 0.02% Reduce -2.1% 372,773 $22.3M
Godsey & Gibb, Inc. 2.03% Add +3.3% 345,305 $20.7M
American Century Companies Inc. 0.01% Add +3.1% 344,422 $20.6M
Mn Services Vermogensbeheer B.V. 0.16% Reduce -12.0% 340,800 $20.4M
Eisler Capital Management Ltd. 0.60% New 332,500 $19.9M
Lombard Odier Asset Management (Switzerland) SA 1.08% Add +256.9% 151,343 $18.8M
Cardinal Point Capital Management ULC 1.67% New 307,468 $18.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +2.5% 298,064 $17.9M
Heathbridge Capital Management Ltd. 7.24% Reduce -1.7% 297,050 $17.8M
Varma Mutual Pension Insurance Co 0.15% Reduce -10.2% 289,998 $17.4M
Canerector Inc. 13.38% No change 200,000 $17.2M
USS Investment Management Ltd 0.12% No change 272,534 $16.3M
Qube Research & Technologies Ltd 0.03% Add +22.0% 270,640 $16.2M
Macquarie Group Ltd. 0.02% Add +4316.4% 185,974 $15.9M
Generali Asset Management SPA SGR 0.39% Add +45.5% 183,620 $15.8M
Coleford Investment Management Ltd. 4.18% Reduce -2.0% 248,611 $14.9M
Erste Asset Management GmbH 0.19% Add +5.1% 243,395 $14.6M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +3.3% 243,333 $14.6M
Investment Management Corp of Ontario 0.30% New 243,269 $14.6M
Sienna Gestion 1.16% Reduce -7.4% 247,259 $14.4M
SIG North Trading, ULC 2.91% Reduce -80.1% 238,002 $14.3M
Maryland State Retirement & Pension System 0.31% Add +40.5% 220,667 $13.2M
Bridgewater Associates 0.06% Add +4.7% 220,560 $13.2M
Crossmark Global Holdings, Inc. 0.23% Reduce -0.0% 217,306 $13.0M
D. E. Shaw & Co. 0.02% Reduce -61.4% 214,254 $12.8M
Swiss Life Asset Management Ltd 0.09% Add +33.1% 206,608 $12.4M
O'shaughnessy Asset Management, LLC 0.10% Add +17.2% 200,648 $12.0M
Utah Retirement Systems 0.14% No change 197,427 $11.8M
Wellington Management Group LLP 0.00% Reduce -6.1% 194,841 $11.7M
Twin Tree Management, LP 0.25% Add +160.3% 191,137 $11.5M
HighTower Advisors, LLC 0.01% Reduce -0.6% 181,608 $10.9M
Janus Henderson Group PLC 0.01% Add +3.3% 177,953 $10.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -26.4% 174,313 $10.5M
Creative Planning 0.01% Add +34.0% 174,110 $10.4M
Public Sector Pension Investment Board 0.04% Add +0.8% 169,029 $10.1M
American Assets Investment Management, LLC 0.87% No change 165,000 $9.9M
Avanza Fonder AB 0.32% Reduce -5.0% 114,513 $9.8M
Quinn Opportunity Partners LLC 0.67% Add +4.7% 160,000 $9.6M
Public Employees Retirement System of Ohio 0.03% Reduce -18.4% 156,057 $9.4M
Lorne Steinberg Wealth Management Inc. 2.60% Add +0.9% 148,842 $8.9M
Raymond James Financial Inc. 0.00% Reduce -1.0% 146,293 $8.8M
LPL Financial LLC 0.00% Reduce -2.4% 145,176 $8.7M
Gulf International Bank (UK) Ltd 0.30% Add +2669.1% 100,877 $8.7M
Onex Canada Asset Management Inc. 1.09% Reduce -34.6% 140,762 $8.4M
Man Group plc 0.02% Reduce -60.3% 128,503 $7.7M
Claret Asset Management Corp 1.52% Add +2.4% 127,780 $7.7M
Alliancebernstein L.P. 0.00% Reduce -2.1% 127,397 $7.6M
Balyasny Asset Management L.P. 0.02% Reduce -45.5% 125,557 $7.5M
Louisbourg Investments Inc. 2.01% Reduce -35.8% 123,343 $7.4M
Modera Wealth Management, LLC 0.10% Reduce -6.4% 123,182 $7.4M
Bessemer Group Inc. 0.01% Add +82.0% 121,161 $7.3M
NewSquare Capital LLC 0.59% Reduce -0.6% 122,269 $7.2M
Keystone Financial Planning, Inc. 2.12% Add +0.8% 118,618 $7.1M
Envestnet Asset Management Inc. 0.00% Add +100.2% 114,674 $6.9M
Gold Investment Management Ltd. 2.87% Add +5.0% 113,463 $6.8M
Ensign Peak Advisors, Inc 0.01% Reduce -8.2% 112,853 $6.8M
Genus Capital Management Inc. 0.98% — 112,823 $6.8M
Allianz Asset Management GmbH 0.01% Reduce -3.7% 111,894 $6.7M
Ameriprise Financial Inc. 0.00% Add +21.5% 85,942 $6.6M
Mediolanum International Funds Ltd 0.09% Reduce -2.5% 106,799 $6.5M
Commonwealth Equity Services, LLC 0.01% Reduce -0.1% 103,763 $6.2M
Credit Agricole S A 0.02% Reduce -0.0% 103,067 $6.2M
PCJ Investment Counsel Ltd. 2.33% Add +79.5% 99,420 $6.0M
M. Kulyk & Associates, LLC 1.36% Reduce -9.9% 99,343 $6.0M
Davis-Rea LTD. 1.58% Add +424.1% 99,247 $5.9M
Waratah Capital Advisors Ltd. 0.40% New 99,093 $5.9M
Hennessy Advisors Inc. 0.19% Add +16.2% 95,200 $5.7M
Millennium Management 0.01% Reduce -89.8% 90,735 $5.4M
Intech Investment Management LLC 0.06% Reduce -28.2% 89,523 $5.4M
Marshall Wace, LLP 0.01% Add +11.1% 87,200 $5.2M
Fiduciary Trust Co 0.07% Reduce -0.7% 86,869 $5.2M
Tower Research Capital LLC (TRC) 0.15% Add +276.4% 83,620 $5.0M
K.J. Harrison & Partners Inc 0.96% Reduce -46.6% 82,073 $4.9M
Ewing Morris & Co. Investment Partners Ltd. 1.51% Add +0.7% 55,602 $4.8M
Holocene Advisors, LP 0.01% New 77,373 $4.6M
Stablepoint Partners, LLC 0.83% Add +5.4% 76,831 $4.6M
Cumberland Partners Ltd 0.35% Add +4.8% 76,698 $4.6M
Metis Global Partners, LLC 0.13% Reduce -4.6% 76,302 $4.6M
Corient Private Wealth LP 0.01% Reduce -24.7% 74,703 $4.5M
Stifel Financial Corp. 0.00% Add +14.8% 73,009 $4.4M
JTC Employer Solutions Trustee Ltd 0.35% No change 71,315 $4.3M
Beaton Management Co. Inc. 2.23% Reduce -5.4% 71,572 $4.3M
Cerity Partners LLC 0.01% Add +195.0% 68,408 $4.1M
Natixis Advisors, LLC 0.01% Add +57.1% 67,083 $4.0M
Pacifica Partners Inc. 1.73% Reduce -1.6% 64,702 $3.8M
UNIVEST FINANCIAL Corp 0.24% Reduce -0.3% 60,560 $3.6M
Te Ahumairangi Investment Management Ltd 0.75% Reduce -6.6% 59,381 $3.6M
NewGen Asset Management Ltd 3.45% New 59,200 $3.5M
Rempart Asset Management Inc. 0.73% Reduce -10.5% 58,990 $3.5M
Quantinno Capital Management LP 0.02% Add +57.2% 58,425 $3.5M
Resources Management Corp. /CT/ 0.49% Reduce -18.0% 58,191 $3.5M
United Services Automobile Association 0.11% Add +0.2% 57,612 $3.5M
Assenagon Asset Management S.A. 0.01% Add +1.2% 57,834 $3.5M
Welch & Forbes LLC 0.04% Reduce -15.0% 56,926 $3.4M
Trust Co. of Vermont 0.17% Add +23.7% 56,842 $3.4M
Two Sigma Investments, LP 0.01% Reduce -92.2% 56,000 $3.4M
Wolverine Trading, LLC 0.10% Reduce -48.0% 54,198 $3.3M
Harvest Portfolios Group Inc. 0.09% Reduce -10.0% 50,590 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +16.4% 49,509 $3.0M
Wasatch Advisors LP 0.02% Add +11.0% 48,189 $2.9M
Mariner, LLC 0.00% Add +23.5% 47,636 $2.9M
M&T Bank Corp 0.01% Reduce -38.5% 47,604 $2.9M
Quadrant Capital Group LLC 0.10% Add +1635.3% 46,696 $2.8M
AXA S.A. 0.01% Reduce -87.9% 46,414 $2.8M
Baldwin Wealth Partners LLC 0.20% Reduce -0.9% 46,375 $2.8M
Cardinal Capital Management 0.42% Add +1.2% 45,212 $2.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.25% Add +15.4% 45,000 $2.7M
Shell Asset Management Co. 0.12% Reduce -2.5% 43,272 $2.6M
Creegan & Nassoura Financial Group, LLC 1.66% Reduce -7.0% 41,530 $2.5M
Tacita Capital Inc 1.79% Add +1.0% 41,358 $2.5M
Cetera Investment Advisers 0.00% Reduce -5.2% 40,811 $2.4M
Sustainable Insight Capital Management, LLC 1.16% New 39,000 $2.3M
Cassaday & Co Wealth Management LLC 0.06% No change 38,206 $2.3M
Principal Financial Group Inc. 0.00% Reduce -1.3% 38,200 $2.3M
Tableaux LLC 1.60% Add +0.3% 36,930 $2.2M
Evelyn Partners Investment Management LLP 0.07% Reduce -2.7% 36,024 $2.2M
Osaic Holdings, Inc. 0.00% Reduce -22.8% 34,908 $2.1M
Rathbones Group PLC 0.01% Reduce -0.7% 34,654 $2.1M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 34,383 $2.1M
Pathway Financial Advisers, LLC 0.70% Reduce -0.2% 33,952 $2.0M
HAP Trading, LLC 0.71% New 22,988 $2.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +0.3% 33,273 $2.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Add +802.2% 32,823 $2.0M
State of Wyoming 0.26% Add +1357.2% 32,540 $1.9M
Jones Financial Companies LLLP 0.00% Add +51.8% 32,223 $1.9M
Claro Advisors Inc. 0.25% Reduce -0.6% 31,562 $1.9M
Horizon Kinetics Asset Management LLC 0.02% Add +1.0% 31,250 $1.9M
PNC Financial Services Group, Inc. 0.00% Add +4.7% 30,690 $1.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +85.0% 29,863 $1.8M
PARK CIRCLE Co 1.59% No change 29,800 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.2% 29,563 $1.8M
Janney Montgomery Scott LLC 0.01% Add +4.6% 29,555 $1.8M
Natixis 0.01% Reduce -56.0% 29,196 $1.8M
WealthTrust Axiom LLC 0.53% Reduce -0.3% 28,776 $1.7M
Aigen Investment Management, LP 0.27% New 19,905 $1.7M
Campbell & CO Investment Adviser LLC 0.13% New 28,585 $1.7M
Acadian Asset Management LLC 0.00% Reduce -93.5% 28,300 $1.7M
FORA Capital, LLC 0.17% New 27,194 $1.6M
Equitable Holdings, Inc. 0.02% Reduce -19.4% 26,546 $1.6M
Moors & Cabot, Inc. 0.08% Reduce -6.0% 25,980 $1.6M
Weaver C. Barksdale & Associates, Inc. 1.44% Reduce -2.3% 25,091 $1.5M
Probity Advisors, Inc. 0.29% Add +14.1% 25,035 $1.5M
Focus Partners Wealth 0.00% Add +1.7% 24,970 $1.5M
Pinnacle Associates Ltd. 0.02% Reduce -0.2% 24,114 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +27.1% 23,890 $1.4M
Applied Capital LLC 1.15% Reduce -0.4% 23,858 $1.4M
IFG Advisory, LLC 0.08% Add +165.0% 23,752 $1.4M
Family Legacy, Inc. 0.49% Reduce -3.2% 23,726 $1.4M
Main Line Retirement Advisors, LLC 0.92% Add +1.3% 23,562 $1.4M
Hudson Portfolio Management LLC 1.35% Reduce -1.2% 23,418 $1.4M
CenterBook Partners LP 0.09% Reduce -88.7% 23,122 $1.4M
LRI Investments, LLC 0.13% Reduce -0.1% 22,961 $1.4M
Highland Capital Management, LLC 0.08% Reduce -7.0% 22,700 $1.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.5% 21,979 $1.3M
Sumitomo Life Insurance Co. 0.05% Reduce -1.0% 21,788 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.0% 21,788 $1.3M
&partners 0.01% Add +0.8% 21,361 $1.3M
Signaturefd, LLC 0.02% Add +29.1% 21,412 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +42.1% 21,346 $1.3M
Orion Portfolio Solutions, LLC 0.01% Add +42.1% 21,346 $1.3M
Investors Research Corp 0.27% No change 21,042 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -14.9% 20,836 $1.2M
Bard Financial Services, Inc. 0.15% Reduce -2.8% 20,545 $1.2M
HRT Financial LP 0.01% Add +356.9% 20,458 $1.2M
LVM Capital Management Ltd. 0.14% Reduce -25.4% 20,281 $1.2M
Plimoth Trust Co. LLC 0.32% Reduce -5.0% 20,257 $1.2M
Integrated Wealth Concepts LLC 0.01% Reduce -2.8% 20,020 $1.2M
Foster & Motley Inc. 0.08% Reduce -13.3% 19,936 $1.2M
US Bancorp \de 0.00% Add +19.1% 19,666 $1.2M
Rhumbline Advisers 0.00% Reduce -5.1% 19,080 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -2.7% 19,009 $1.1M
Capital World Investors 0.00% Add +159.8% 18,905 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -6.5% 18,361 $1.1M
Commons Capital, LLC 0.99% Reduce -1.5% 17,904 $1.1M
Henshaw Capital LLC 0.05% Add +157.9% 17,760 $1.1M
Hanson & Doremus Investment Management 0.15% Add +137.8% 17,661 $1.1M
Cardinal Capital Management, Inc. 0.04% Reduce -27.1% 17,320 $1.0M
Greenfield Seitz Capital Management, LLC 0.39% Reduce -6.2% 17,174 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.8% 17,054 $1.0M
Daiwa Securities Group Inc. 0.00% Add +77.2% 16,830 $1.0M
Valmark Advisers, Inc. 0.02% Reduce -0.7% 16,796 $1.0M
D.A. Davidson & Co. 0.01% Add +19.0% 16,717 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +4.1% 16,564 $993K
Barclays PLC 0.00% Reduce -86.5% 16,521 $990K
Cobblestone Capital Advisors LLC 0.05% Reduce -2.3% 16,412 $984K
Truist Financial Corp. 0.00% Reduce -2.6% 16,100 $965K
Private Advisor Group, LLC 0.01% Reduce -3.2% 15,637 $937K
Pacer Advisors, Inc. 0.00% Add +3.0% 15,568 $933K
Cyndeo Wealth Partners, LLC 0.06% Add +0.6% 15,546 $932K
Squarepoint Ops LLC 0.00% Reduce -58.3% 15,299 $917K
Park Avenue Securities LLC 0.01% New 15,269 $915K
Steward Partners Investment Advisory, LLC 0.01% Add +38.6% 15,252 $914K
American Assets Inc. 0.31% No change 15,000 $899K
Balanced Rock Investment Advisors LLC 0.72% Add +1.1% 14,983 $898K
Numerai GP LLC 0.17% Reduce -67.0% 14,949 $896K
CENTRAL TRUST Co 0.02% Reduce -0.3% 14,911 $894K
Donaldson Capital Management, LLC 0.03% Add +14.3% 14,478 $868K
MML Investors Services, LLC 0.00% Add +30.2% 14,338 $859K
UMB Bank, n.a. 0.01% Reduce -17.2% 13,825 $829K
Sanctuary Advisors, LLC 0.01% Reduce -14.0% 13,815 $828K
Syon Capital LLC 0.07% Add +17.9% 13,602 $815K
Forum Financial Management, LP 0.01% Reduce -27.9% 13,483 $808K
Compound Planning, Inc. 0.04% Add +220.7% 13,371 $801K
Captrust Financial Advisors 0.00% Add +11.8% 13,305 $798K
Radnor Capital Management, LLC 0.13% No change 13,199 $791K
ARS Wealth Advisors Group, LLC 0.11% Reduce -1.1% 13,120 $786K
Kestra Advisory Services, LLC 0.00% Add +0.7% 12,812 $768K
Mercer Global Advisors Inc. 0.00% Add +1.6% 12,464 $747K
Fulton Bank, N.A. 0.03% Add +1.3% 12,390 $743K
HM Payson & Co. 0.01% Reduce -12.9% 12,028 $721K
Sei Investments Co. 0.00% New 12,014 $721K
Plante Moran Financial Advisors, LLC 0.06% No change 11,578 $694K
Oppenheimer & Co. Inc. 0.01% Add +144.6% 11,532 $691K
Bridgewater Advisors Inc. 0.06% Add +3.9% 10,787 $682K
Ballentine Partners, LLC 0.01% Add +2.4% 11,322 $679K
Quilter Plc 0.01% No change 10,975 $658K
Guggenheim Capital LLC 0.01% Add +56.1% 10,573 $634K
Natural Investments, LLC 0.18% Add +0.7% 10,544 $631K
Cherokee Insurance Co 0.28% No change 10,395 $623K
Affinity Capital Advisors, LLC 0.12% No change 10,590 $618K
Hartford Financial Management Inc. 0.13% No change 10,176 $610K
ICONIQ Capital, LLC 0.01% Add +42.4% 10,173 $610K
Ti-Trust, Inc. 0.40% Reduce -0.7% 10,069 $604K
EP Wealth Advisors, LLC 0.00% Add +0.1% 9,877 $592K
Burney Co./ 0.02% Reduce -0.6% 9,667 $579K
Walleye Capital LLC 0.01% Reduce -88.5% 9,526 $571K
AQR Capital Management 0.00% New 9,482 $568K
Glenmede Trust Co. NA 0.00% Reduce -0.3% 9,307 $558K
Caprock Group, LLC 0.02% Add +70.8% 9,208 $552K
CIBC Private Wealth Group LLC 0.00% Reduce -19.6% 9,842 $552K
CRA Financial Services, LLC 0.09% Add +0.7% 9,142 $548K
Carnegie Lake Advisors LLC 0.22% No change 9,081 $544K
Evergreen Capital Management LLC 0.02% Add +2.4% 8,892 $533K
One Capital Management, LLC 0.02% New 8,893 $533K
Penobscot Investment Management Company, Inc. 0.05% Reduce -3.3% 8,844 $530K
Keybank National Association 0.00% Reduce -10.4% 8,680 $520K
JCIC Asset Management Inc. 0.22% Add +0.9% 8,670 $520K
OneDigital Investment Advisors LLC 0.01% Reduce -2.2% 8,601 $516K
Sky Investment Group LLC 0.10% No change 8,596 $515K
SIH Partners, LLLP 0.04% New 8,554 $513K
SkyOak Wealth, LLC 0.11% No change 8,485 $509K
Avantax Advisory Services, Inc. 0.00% Reduce -6.6% 8,417 $505K
LGT Group Foundation 0.01% No change 8,300 $497K
Silverlake Wealth Management LLC 0.19% Reduce -17.4% 8,282 $496K
180 Wealth Advisors, LLC 0.08% Reduce -5.0% 8,164 $489K
Stevens Capital Management LP 0.12% New 8,114 $486K
Cape Cod Five Cents Savings Bank 0.04% No change 7,641 $483K
Danske Bank A/S 0.00% Reduce -28.7% 7,871 $473K
Clark Capital Management Group, Inc. 0.00% No change 7,872 $472K
Mystic Asset Management, Inc. 0.12% Reduce -1.0% 7,848 $470K
Linden Thomas Advisory Services, LLC 0.06% Add +13.5% 7,847 $470K
Intrua Financial, LLC 0.07% Add +2.4% 7,812 $468K
Wolff Financial Management LLC 0.13% No change 7,771 $466K
Apollon Wealth Management, LLC 0.01% Reduce -14.8% 7,742 $464K
Essex Financial Services, Inc. 0.03% Add +0.3% 7,693 $461K
Enterprise Bank & Trust Co 0.18% No change 7,622 $457K
Brown Advisory Inc. 0.00% Add +13.8% 7,560 $453K
Cwm, LLC 0.00% Add +3.4% 7,522 $451K
Vontobel Holding Ltd. 0.00% Reduce -38.5% 7,452 $447K
Ashton Thomas Private Wealth, LLC 0.02% Add +14.4% 7,435 $446K
Old Port Advisors 0.13% No change 7,363 $441K
First Affirmative Financial Network 0.27% Reduce -14.3% 7,338 $440K
Adell Harriman & Carpenter Inc. 0.03% Reduce -13.9% 7,305 $438K
Kestra Private Wealth Services, LLC 0.01% Reduce -6.3% 7,282 $436K
FineMark National Bank & Trust 0.02% No change 7,268 $436K
Ethic Inc. 0.01% Reduce -13.2% 7,328 $435K
Wesbanco Bank Inc. 0.01% No change 7,195 $431K
Ritholtz Wealth Management 0.01% Reduce -40.0% 7,154 $429K
Brucke Financial, Inc. 0.37% Reduce -2.5% 6,614 $422K
Walter Public Investments Inc. 0.08% No change 7,000 $419K
PDS Planning, Inc 0.04% Add +21.0% 6,964 $417K
Checchi Capital Advisers, LLC 0.03% Add +13.2% 6,786 $407K
Mgo One Seven LLC 0.02% Reduce -5.1% 6,753 $405K
Atria Investments, Inc 0.01% New 6,659 $399K
First Citizens Bank & Trust Co. 0.01% Add +0.2% 6,586 $395K
Greenfield Savings Bank 0.19% Reduce -7.9% 6,566 $394K
Philip James Wealth Mangement, LLC 0.05% Add +4.2% 6,422 $385K
NewEdge Advisors, LLC 0.00% Add +1.3% 6,417 $385K
Ranch Capital Advisors Inc. 0.18% Add +0.0% 6,407 $384K
TFG Advisers LLC 0.14% Reduce -1.3% 6,391 $383K
Versant Capital Management, Inc 0.06% Add +804.1% 6,329 $379K
Keynote Financial Services LLC 0.27% No change 6,312 $378K
Barometer Capital Management Inc. 0.14% New 4,400 $374K
Baskin Financial Services Inc. 0.03% Add +8.9% 6,187 $371K
Davis R M Inc. 0.01% Reduce -22.7% 6,132 $368K
Cabot Wealth Management Inc. 0.05% No change 6,032 $362K
Transcend Capital Advisors, LLC 0.03% Reduce -57.7% 6,019 $361K
Net Worth Advisory Group 0.11% Add +13.8% 5,994 $359K
Marcum Wealth, LLC 0.03% Add +11.3% 5,962 $357K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +18.5% 5,950 $357K
BNP Paribas Financial Markets 0.00% Add +134.6% 5,912 $354K
Hemenway Trust Co LLC 0.03% Reduce -0.8% 5,860 $351K
Chicago Partners Investment Group LLC 0.01% Add +1.1% 5,560 $351K
CW Advisors, LLC 0.00% Reduce -18.9% 5,852 $351K
Boston Trust Walden Corp 0.00% Reduce -21.9% 5,800 $348K
Fullerton Fund Management Co Ltd. 0.02% Reduce -57.4% 5,800 $347K
Parallel Advisors, LLC 0.01% Add +42.8% 5,796 $347K
Vident Advisory, LLC 0.01% Add +26.5% 5,738 $344K
Wright Investors Service Inc. 0.11% Reduce -8.7% 5,654 $339K
Johnson Investment Counsel Inc. 0.00% Reduce -15.7% 5,635 $338K
SlateStone Wealth, LLC 0.03% No change 5,544 $332K
Beacon Pointe Advisors, LLC 0.00% No change 5,523 $331K
Cypress Capital Group 0.04% Reduce -0.4% 5,511 $330K
Savant Capital, LLC 0.00% Add +34.0% 5,506 $330K
Bennett Selby Investments LP 0.13% Add +3.1% 5,474 $328K
Frank, Rimerman Advisors LLC 0.03% No change 5,446 $326K
Wealth Management Associates, Inc. 0.14% Reduce -8.2% 5,437 $326K
Covenant Asset Management, LLC 0.08% Reduce -15.5% 5,358 $321K
Baird Financial Group, Inc. 0.00% Reduce -24.3% 5,284 $317K
Manske Wealth Management 0.12% No change 5,263 $315K
J.W. Cole Advisors, Inc. 0.01% New 5,243 $314K
Pines Wealth Management, LLC 0.14% Add +10.6% 5,600 $313K
Schechter Investment Advisors, LLC 0.03% No change 5,200 $312K
Townsquare Capital LLC 0.00% Add +11.0% 5,168 $310K
Addison Advisors LLC 0.08% Add +74.3% 5,146 $308K
Farmers & Merchants Investments Inc. 0.01% No change 5,110 $306K
Grey Ledge Advisors, LLC 0.08% Reduce -27.2% 5,074 $304K
Tower Bridge Advisors 0.03% No change 5,065 $304K
Parsons Capital Management Inc. 0.02% Reduce -32.0% 5,048 $303K
Alhambra Investment Management LLC 0.15% No change 5,001 $300K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.7% 4,929 $296K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% No change 4,895 $295K
Marble Harbor Investment Counsel, LLC 0.03% No change 4,910 $294K
Two Sigma Securities, LLC 0.04% New 4,895 $293K
Colonial Trust Co / SC 0.05% Reduce -1.8% 4,855 $291K
World Investment Advisors 0.01% Add +6.2% 4,808 $288K
Blair William & Co. 0.00% Reduce -71.3% 4,757 $285K
KCM Investment Advisors LLC 0.01% Reduce -13.5% 4,727 $283K
Crestwood Advisors Group, LLC 0.01% Add +10.3% 4,712 $282K
QRG Capital Management, Inc. 0.00% Reduce -0.7% 4,675 $280K
Verdence Capital Advisors LLC 0.02% Reduce -0.7% 4,648 $279K
Fiduciary Group, LLC 0.03% No change 4,644 $278K
Litman Gregory Wealth Management LLC 0.02% Reduce -5.1% 4,625 $277K
Powers Advisory Group, LLC 0.13% Reduce -4.5% 4,538 $272K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.4% 4,525 $271K
Grayhawk Investment Strategies Inc. 0.60% No change 4,409 $264K
Whittier Trust Co. 0.00% No change 4,345 $260K
Pine Valley Investments Ltd Liability Co 0.02% No change 4,323 $259K
Algert Global LLC 0.01% New 4,265 $256K
Ascent Group, LLC 0.01% New 4,246 $255K
Tudor Financial Inc. 0.15% No change 4,240 $254K
United Capital Financial Advisors, LLC 0.00% Reduce -6.9% 4,179 $250K
MFA Wealth Services 0.21% Add +4.5% 4,179 $250K
Bath Savings Trust Co 0.03% Reduce -5.3% 4,080 $245K
Birch Financial Group, LLC 0.22% New 4,059 $243K
Independence Financial Advisors, LLC 0.09% — 4,046 $243K
Main Street Financial Solutions, LLC 0.02% New 4,035 $242K
Coastline Trust Co 0.03% No change 4,000 $240K
Old North State Wealth Management, LLC 0.13% New 3,993 $239K
GMT Capital Corp 0.01% New 3,960 $237K
Kohmann Bosshard Financial Services, LLC 0.03% Add +18.3% 3,915 $235K
Auto-Owners Insurance Co 0.01% Reduce -98.0% 1,022 $233K
Aprio Wealth Management, LLC 0.03% New 3,845 $230K
Williams Financial, LLC 0.16% New 3,796 $228K
Wilmington Savings Fund Society, FSB 0.00% No change 3,762 $225K
Advisors Asset Management, Inc. 0.00% Reduce -0.3% 3,723 $223K
Kingsview Wealth Management, LLC 0.00% Reduce -2.5% 3,719 $223K
Empirical Asset Management, LLC 0.08% New 3,708 $222K
Wealthspire Advisors, LLC 0.00% New 3,706 $222K
Five Oceans Advisors 0.11% Reduce -54.5% 3,680 $221K
Masso Torrence Wealth Management Inc. 0.12% New 3,670 $220K
Columbia Bank 0.08% New 3,650 $219K
Burns J W & Co. Inc. 0.03% Reduce -5.0% 3,645 $218K
CVA Family Office, LLC 0.03% Add +0.5% 3,617 $217K
West Family Investments, Inc. 0.08% New 3,615 $217K
Chiron Capital Management, LLC 0.20% Reduce -21.8% 3,611 $216K
Central Pacific Bank - Trust Division 0.03% No change 3,567 $214K
Adirondack Trust Co. 0.08% No change 3,562 $213K
Clearstead Advisors, LLC 0.00% No change 3,559 $213K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -7.1% 3,549 $213K
Means Investment Co., Inc. 0.02% New 3,547 $213K
Berger Financial Group, Inc 0.01% New 3,526 $211K
Legacy Financial Advisors, Inc. 0.04% New 3,502 $210K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +11.2% 3,489 $209K
Jacobi Capital Management LLC 0.02% Reduce -8.7% 3,459 $207K
Connecticut Wealth Management, LLC 0.01% Reduce -25.8% 3,459 $207K
Leavell Investment Management, Inc. 0.01% New 3,455 $207K
Citizens Financial Group Inc. 0.00% New 3,445 $207K
JFS Wealth Advisors, LLC 0.01% Add +6.0% 3,421 $205K
Calton & Associates, Inc. 0.05% New 3,375 $202K
Cromwell Holdings LLC 0.12% Add +16.1% 3,175 $190K
United Community Bank 0.07% Add +5.8% 3,116 $187K
Lindbrook Capital, LLC 0.02% Add +12.4% 3,052 $183K
Northwest Capital Management Inc 0.08% No change 3,050 $183K
Bangor Savings Bank 0.02% Add +28.0% 3,026 $181K
MAI Capital Management 0.00% Reduce -14.6% 3,014 $181K
WASHINGTON TRUST Co 0.01% No change 3,005 $180K
Bank of New Hampshire 0.05% No change 2,996 $180K
Pinnacle Bancorp, Inc. 0.06% No change 2,890 $173K
Brown Shipley& Co Ltd 0.10% No change 2,850 $171K
Farther Finance Advisors, LLC 0.00% Add +42.6% 2,819 $167K
Allworth Financial LP 0.00% Reduce -46.0% 2,642 $164K
Brown Brothers Harriman & Co. 0.00% Reduce -0.7% 2,424 $145K
McIlrath & Eck, LLC 0.02% No change 2,395 $144K
Caitong International Asset Management Co., Ltd 0.11% New 2,393 $143K
Medallion Wealth Advisors, LLC 0.06% Add +38.9% 2,369 $141K
Geneos Wealth Management Inc. 0.00% Reduce -5.5% 2,337 $140K
Key Financial Inc 0.03% No change 2,304 $138K
Centaurus Financial, Inc. 0.01% No change 2,273 $136K
Capital Analysts, LLC 0.00% Reduce -10.4% 2,133 $128K
Harbour Investments, Inc. 0.00% Reduce -8.6% 2,083 $125K
Coldstream Capital Management Inc. 0.00% New 2,077 $124K
Crews Bank & Trust 0.02% No change 2,070 $124K
Lanark Financial, Inc. 0.01% — 1,933 $115K
Trust Co 0.01% Reduce -8.2% 1,790 $107K
Parallax Volatility Advisers, L.P. 0.00% New 1,693 $101K
MassMutual Private Wealth & Trust, FSB 0.00% Add +14.3% 1,619 $97K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -20.6% 1,600 $96K
Asset Planning,Inc 0.07% Reduce -20.4% 1,557 $93K
Hexagon Capital Partners LLC 0.02% Add +14.5% 1,500 $90K
Spire Wealth Management 0.00% Add +12.0% 1,444 $87K
IFP Advisors, Inc 0.00% Reduce -38.0% 1,412 $85K
Rosenberg Matthew Hamilton 0.02% Add +10.3% 1,371 $82K
Huntington National Bank 0.00% Reduce -11.7% 1,333 $80K
Blue Trust, Inc. 0.00% Add +8.9% 1,313 $79K
Compagnie Lombard Odier SCmA 0.00% Reduce -2.3% 1,295 $78K
Tompkins Financial Corp. 0.01% No change 1,200 $72K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +55.7% 1,118 $69K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +1.2% 1,063 $64K
TD Private Client Wealth LLC 0.00% Add +5.4% 1,057 $63K
Union Bancaire Privee, UBP SA 0.00% No change 1,133 $63K
TFC Financial Management, Inc. 0.01% No change 1,027 $62K
Pandora Wealth, Inc. 0.04% — 1,004 $60K
Sittner & Nelson, LLC 0.03% No change 1,000 $60K
Community Bank, N.A. 0.01% Reduce -24.0% 950 $57K
Foster Dykema Cabot & Partners, LLC 0.00% No change 934 $56K
Byrne Asset Management LLC 0.05% No change 929 $56K
SBI Securities Co., Ltd. 0.00% Reduce -4.9% 918 $55K
Kimelman & Baird, LLC 0.00% No change 883 $53K
Fifth Third Bancorp 0.00% Add +5.0% 818 $49K
American Capital Advisory, LLC 0.03% No change 801 $48K
Citizens National Bank Trust Department 0.01% No change 800 $48K
Colonial Trust Advisors 0.00% New 727 $44K
Murphy & Mullick Capital Management Corp 0.04% No change 726 $44K
Bruce G. Allen Investments, LLC 0.03% Reduce -6.6% 692 $41K
Brentview Investment Management LLC 0.02% New 671 $40K
Valley National Advisers Inc. 0.01% Reduce -64.4% 660 $39K
Mascoma Wealth Management LLC 0.01% No change 644 $39K
Caldwell Sutter Capital, Inc. 0.02% Reduce -12.6% 629 $38K
2UniFi Bank 0.02% No change 605 $36K
Mb, Levis & Associates, LLC 0.02% No change 600 $36K
ORG Partners LLC 0.01% New 568 $34K
Private Trust Co. NA 0.00% No change 562 $34K
Caldwell Trust Co 0.00% Add +12.2% 561 $34K
Moisand Fitzgerald Tamayo, LLC 0.00% New 541 $32K
EverSource Wealth Advisors, LLC 0.00% Reduce -47.8% 511 $31K
First Financial Corp. 0.01% No change 500 $30K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -61.5% 500 $30K
Logan Capital Management Inc. 0.00% No change 496 $30K
Financial Management Professionals, Inc. 0.00% Add +322.4% 490 $29K
St Germain D J Co. Inc. 0.00% No change 486 $29K
Tobam 0.01% Reduce -85.8% 339 $29K
Lazard Asset Management LLC 0.00% Reduce -49.6% 484 $29K
Consultiva Wealth Management, Corp. 0.09% New 320 $28K
Millstone Evans Group, LLC 0.02% No change 450 $27K
Larson Financial Group LLC 0.00% Add +122.9% 428 $26K
Park Place Capital Corp 0.01% No change 419 $25K
Sachetta, LLC 0.01% No change 415 $25K
First PREMIER Bank 0.01% No change 400 $24K
Clearstead Trust, LLC 0.01% New 400 $24K
Smithfield Trust Co 0.00% No change 376 $23K
Mather Group, Llc. 0.00% No change 377 $23K
Ravenstone Capital Management Inc. 0.01% Reduce -79.3% 368 $22K
Bfsg, LLC 0.00% Reduce -29.7% 352 $21K
Compass Wealth Management LLC 0.01% No change 350 $21K
Leonteq Securities AG 0.00% Add +171.8% 299 $21K
Eastern Bank 0.00% Reduce -67.6% 338 $20K
CoreCap Advisors, LLC 0.00% Reduce -47.6% 330 $20K
Sierra Ocean, LLC 0.02% Reduce -6.3% 327 $20K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -70.8% 325 $19K
Boyd Watterson Asset Management LLC 0.01% No change 324 $19K
Oakworth Capital, Inc. 0.00% No change 300 $18K
NBT Bank, N.A. 0.00% No change 284 $17K
Principal Securities, Inc. 0.00% No change 319 $17K
1248 Management, LLC 0.01% New 271 $16K
Assetmark, Inc. 0.00% No change 262 $16K
Sound Income Strategies, LLC 0.00% No change 258 $15K
Riggs Asset Managment Co. Inc. 0.00% No change 245 $15K
Prestige Wealth Management Group LLC 0.00% No change 244 $15K
1 North Wealth Services LLC 0.01% New 240 $14K
Financial Perspectives, Inc 0.00% Reduce -80.8% 238 $14K
Ramirez Asset Management, Inc. 0.00% No change 235 $14K
Wayfinding Financial, LLC 0.01% New 242 $14K
Park Square Financial Group, LLC 0.01% No change 216 $13K
Brown, Lisle/Cummings, Inc. 0.00% No change 216 $13K
Sunbelt Securities, Inc. 0.00% No change 215 $13K
Physician Wealth Advisors, Inc. 0.00% No change 211 $13K
Harbor Investment Advisory, LLC 0.00% No change 200 $12K
DiNuzzo Private Wealth, Inc. 0.00% No change 175 $10K
Fourth Dimension Wealth, LLC 0.01% No change 174 $10K
Coston, McIsaac & Partners 0.00% No change 178 $10K
NFSG Corp 0.00% No change 164 $10K
City State Bank 0.00% No change 153 $9K
Continuum Advisory, LLC 0.00% Reduce -8.2% 146 $9K
ZynergyRetirementPlanningLLC 0.01% No change 164 $9K
Frazier Financial Advisors, LLC 0.01% No change 142 $9K
Piscataqua Savings Bank 0.01% No change 138 $8K
Centricity Wealth Management, LLC 0.01% No change 136 $8K
Bell Investment Advisors, Inc 0.00% Reduce -9.5% 134 $8K
Penserra Capital Management LLC 0.00% No change 144 $8K
First Horizon Advisors, Inc. 0.00% New 123 $7K
Cornerstone Planning Group LLC 0.00% Add +50.0% 117 $7K
Concord Wealth Partners 0.00% New 113 $7K
Bogart Wealth, LLC 0.00% No change 100 $6K
Brooklyn Investment Group 0.00% New 92 $6K
Arax Advisory Partners 0.00% New 85 $5K
Capital A Wealth Management, LLC 0.01% No change 82 $5K
Fortis Group Advisors, LLC 0.00% No change 82 $5K
Wolff Wiese Magana LLC 0.00% No change 75 $4K
Smartleaf Asset Management LLC 0.00% Reduce -32.4% 69 $4K
GHP Investment Advisors, Inc. 0.00% New 60 $4K
Holos Integrated Wealth LLC 0.00% No change 53 $3K
Zions Bancorporation, National Association 0.00% — 52 $3K
Golden State Wealth Management, LLC 0.00% No change 50 $3K
Aventura Private Wealth, LLC 0.00% Add +2.1% 49 $3K
Princeton Global Asset Management LLC 0.00% No change 47 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 50 $3K
Marshall Investment Management, LLC 0.00% New 38 $2K
Tradewinds Capital Management, LLC 0.00% No change 33 $2K
Highline Wealth Partners LLC 0.00% No change 33 $2K
Private Wealth Asset Management, LLC 0.00% — 27 $2K
TD Capital Management LLC 0.00% No change 26 $2K
Wood Tarver Financial Group, LLC 0.00% No change 25 $1K
Raffa Wealth Management, LLC 0.00% No change 22 $1K
Transamerica Financial Advisors, LLC 0.00% No change 9 $1K
CX Institutional 0.00% New 15 $1K
Main Street Group, LTD 0.00% No change 14 $840
Johnson Financial Group, Inc. 0.00% No change 12 $720
WPG Advisers, LLC 0.00% No change 12 $719
Clear Investment Research, LLC 0.00% No change 10 $599
Atlantic Private Wealth, LLC 0.00% New 8 $480
Whipplewood Advisors, LLC 0.00% Add +24633.3% 1,484 $360
High Note Wealth, LLC 0.00% No change 6 $360
Atwood & Palmer Inc. 0.00% No change 2 $120
Burkett Financial Services, LLC 0.00% No change 2 $120
Cheviot Value Management, LLC 0.00% New 1 $64

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