Toronto-Dominion BankTD
13F holders, Q2 2025 (June 30)681holders +46
85new positions
43sold out
7famous investors
$73.65avg. 13F price*
At the end of Q2 2025, 681 institutions reported holding Toronto-Dominion Bank (TD) in their 13F filings, up 46 from Q1 2025. 85 opened new positions and 43 sold out. The largest holders were Royal Bank of Canada ($10.6B), Vanguard Group Inc. ($5.7B) and Bank of Montreal ($5.6B). 7 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jeremy Grantham (0.2% of GMO'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $447.7M |
| Exits | 43 | $103.8M |
All 13F filers, Q1 2025 → Q2 2025: 43,729,392 shares bought and 59,430,594 shares sold, net −15,701,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 681 holders
| Royal Bank of Canada | 2.07% | Reduce -7.8% | 144,644,206 | $10.6B |
| Vanguard Group Inc. | 0.09% | Add +3.4% | 77,187,442 | $5.7B |
| Bank of Montreal | 2.86% | Reduce -17.1% | 76,614,673 | $5.6B |
| Cibc World Market Inc. | 7.13% | Reduce -11.2% | 43,872,464 | $3.2B |
| FIL Ltd | 2.65% | Reduce -0.3% | 42,077,344 | $3.1B |
| TD Asset Management Inc | 2.34% | Add +0.9% | 37,365,008 | $2.7B |
| National Bank of Canada | 2.42% | Reduce -2.7% | 30,487,213 | $2.2B |
| Mackenzie Financial Corp. | 2.65% | Reduce -4.9% | 27,831,745 | $2.0B |
| 1832 Asset Management L.P. | 2.89% | Add +0.5% | 22,548,848 | $1.7B |
| Bank of Nova Scotia | 3.25% | Reduce -11.5% | 21,508,473 | $1.6B |
| Norges Bank | 0.19% | Add +3.7% | 20,973,483 | $1.5B |
| Goldman Sachs Group Inc. | 0.20% | Add +39.6% | 17,059,113 | $1.3B |
| CIBC Asset Management Inc | 3.81% | Reduce -11.5% | 16,432,255 | $1.2B |
| Beutel, Goodman & Co Ltd. | 6.16% | Reduce -3.8% | 14,740,291 | $1.1B |
| Geode Capital Management, LLC | 0.07% | Add +20.1% | 14,147,217 | $1.1B |
| Federation des caisses Desjardins du Quebec | 4.59% | Reduce -3.7% | 14,242,468 | $1.0B |
| Manufacturers Life Insurance Company, The | 0.91% | Add +0.8% | 13,815,706 | $1.0B |
| Canada Pension Plan Investment Board | 0.79% | Add +18.5% | 12,470,618 | $917.8M |
| JPMorgan Chase & Co. | 0.06% | Add +21.8% | 12,174,499 | $894.2M |
| JARISLOWSKY, FRASER Ltd | 5.03% | Reduce -1.1% | 11,996,531 | $880.6M |
| Massachusetts Financial Services Co. | 0.26% | Reduce -8.9% | 11,288,918 | $829.2M |
| FMR LLC | 0.05% | Add +40.7% | 10,887,435 | $800.8M |
| Scotia Capital Inc. | 3.73% | Reduce -0.4% | 10,757,525 | $790.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 2.54% | Add +1.3% | 9,796,385 | $721.0M |
| TD Waterhouse Canada Inc. | 4.98% | Reduce -1.1% | 9,398,540 | $695.1M |
| Legal & General Group Plc | 0.17% | Reduce -6.3% | 9,452,188 | $693.9M |
| Deutsche Bank AG | 0.20% | Add +6.0% | 7,333,193 | $538.6M |
| Dimensional Fund Advisors LP | 0.12% | Reduce -0.4% | 6,950,838 | $510.5M |
| Bank of America Corp. | 0.04% | Add +20.8% | 6,477,997 | $475.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.96% | Add +78.2% | 6,460,702 | $475.5M |
| Capital Research Global Investors | 0.08% | Add +0.5% | 5,664,549 | $416.6M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +3.2% | 5,038,932 | $369.9M |
| Invesco Ltd. | 0.05% | Reduce -4.8% | 3,996,212 | $293.5M |
| Agf Management Ltd. | 1.32% | Reduce -6.1% | 3,454,956 | $289.3M |
| Morgan Stanley | 0.02% | Reduce -28.0% | 3,926,663 | $288.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.57% | Reduce -17.0% | 3,656,147 | $269.1M |
| Picton Mahoney Asset Management | 3.77% | New | 3,651,196 | $267.5M |
| Letko, Brosseau & Associates Inc. | 4.47% | Reduce -2.4% | 3,184,648 | $233.8M |
| Alberta Investment Management Corp | 1.96% | Reduce -32.3% | 3,132,200 | $230.5M |
| Amundi | 0.08% | Add +17.0% | 2,947,990 | $223.5M |
| State Street Corp. | 0.01% | Reduce -2.4% | 2,948,998 | $216.6M |
| Mufg Securities (canada), LTD. | 6.52% | Reduce -17.1% | 2,920,074 | $214.5M |
| Toronto Dominion Bank | 0.46% | Add +40.5% | 2,914,314 | $214.4M |
| Public Sector Pension Investment Board | 0.84% | Add +1477.7% | 2,666,729 | $195.7M |
| Ontario Teachers Pension Plan Board | 3.82% | Add +304.0% | 2,446,307 | $180.0M |
| Clearbridge Investments, LLC | 0.15% | Reduce -21.0% | 2,459,267 | $178.8M |
| D. E. Shaw & Co. | 0.18% | Add +970.3% | 2,293,046 | $168.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +8.6% | 2,283,959 | $167.8M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 10.07% | Add +2.8% | 2,113,730 | $155.6M |
| Intact Investment Management Inc. | 4.93% | Reduce -18.7% | 1,979,735 | $145.6M |
| Burgundy Asset Management Ltd. | 1.36% | Reduce -1.3% | 1,908,467 | $140.1M |
| Addenda Capital Inc. | 4.68% | Reduce -2.0% | 1,300,806 | $130.3M |
| BlackRock, Inc. | 0.00% | Add +10.5% | 1,743,921 | $128.1M |
| Aviso Financial Inc. | 5.54% | Add +1.2% | 1,671,746 | $122.9M |
| Bank of New York Mellon Corp | 0.02% | Add +3.2% | 1,658,144 | $121.8M |
| Dixon Mitchell Investment Counsel Inc. | 4.69% | Add +1.4% | 1,644,468 | $120.8M |
| UBS Group AG | 0.03% | Add +23.4% | 1,635,786 | $120.1M |
| Caisse de depot et placement du Quebec | 0.22% | Add +26.9% | 1,387,487 | $101.8M |
| Aviva PLC | 0.20% | Add +7.1% | 1,310,259 | $96.4M |
| Nuveen, LLC | 0.03% | Reduce -0.2% | 1,288,183 | $94.6M |
| Northern Trust Corp. | 0.01% | Reduce -3.4% | 1,285,208 | $94.4M |
| Citadel Advisors | 0.08% | Add +89.8% | 1,187,946 | $87.3M |
| HSBC Holdings PLC | 0.06% | Add +2.4% | 1,160,855 | $85.5M |
| DekaBank Deutsche Girozentrale | 0.15% | Reduce -0.3% | 1,141,081 | $82.8M |
| Arrowstreet Capital, Limited Partnership | 0.06% | New | 1,082,434 | $79.5M |
| Renaissance Technologies | 0.10% | Add +90.3% | 1,056,680 | $77.6M |
| OMERS ADMINISTRATION Corp | 0.60% | Reduce -35.6% | 1,040,898 | $76.4M |
| Pictet Asset Management Holding SA | 0.08% | Add +4.8% | 1,008,999 | $74.1M |
| Korea Investment CORP | 0.16% | Reduce -7.7% | 1,004,363 | $73.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 8.13% | Reduce -15.3% | 1,001,139 | $73.6M |
| State of Tennessee, Department of Treasury | 0.26% | No change | 997,813 | $73.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.32% | Add +309.6% | 996,707 | $73.2M |
| Franklin Resources Inc. | 0.02% | Reduce -2.8% | 933,059 | $68.7M |
| CANADA LIFE ASSURANCE Co | 0.11% | Reduce -4.5% | 909,928 | $66.8M |
| Clark Capital Management Group, Inc. | 0.44% | Add +10924.9% | 867,876 | $63.7M |
| Russell Investments Group, Ltd. | 0.08% | Add +12.6% | 866,576 | $63.5M |
| Canoe Financial LP | 0.89% | Reduce -0.3% | 852,173 | $62.7M |
| Fiera Capital Corp | 0.21% | Reduce -1.1% | 834,476 | $61.3M |
| Guardian Capital LP | 2.09% | Reduce -2.1% | 807,226 | $59.3M |
| UniSuper Management Pty Ltd | 0.39% | Reduce -0.1% | 587,500 | $58.8M |
| GMO | 0.17% | Add +5.6% | 780,723 | $57.3M |
| Citigroup Inc. | 0.04% | Add +20.6% | 767,790 | $56.4M |
| Bank of Nova Scotia Trust Co. | 5.42% | Reduce -1.8% | 749,290 | $55.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Add +3.6% | 743,507 | $54.6M |
| Northwest & Ethical Investments L.P. | 1.31% | Reduce -10.1% | 721,169 | $52.9M |
| Bessemer Group Inc. | 0.08% | Add +470.7% | 691,479 | $50.8M |
| Guardian Partners Inc. | 4.44% | Reduce -0.9% | 664,881 | $49.4M |
| Hillsdale Investment Management Inc. | 1.81% | Reduce -29.7% | 665,382 | $49.0M |
| First Trust Advisors LP | 0.04% | Reduce -16.7% | 624,463 | $45.9M |
| Nicola Wealth Management LTD. | 4.26% | Add +21.1% | 617,602 | $45.4M |
| Cidel Asset Management Inc. | 2.42% | Add +2.0% | 548,715 | $40.3M |
| Achmea Investment Management B.V. | 0.52% | New | 548,046 | $40.2M |
| Montrusco Bolton Investments Inc. | 0.43% | Reduce -7.4% | 533,649 | $39.2M |
| Royal London Asset Management Ltd. | 0.08% | Reduce -1.2% | 499,492 | $36.7M |
| Erste Asset Management GmbH | 0.30% | Add +5.6% | 257,027 | $35.1M |
| Acadian Asset Management LLC | 0.07% | Add +1580.9% | 475,700 | $34.9M |
| Neuberger Berman Group LLC | 0.02% | Add +17.7% | 438,624 | $32.2M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -8.0% | 436,687 | $32.1M |
| Advisors Capital Management, LLC | 0.43% | Add +3.6% | 417,083 | $30.6M |
| Woodbridge Co Ltd | 0.05% | — | 388,202 | $28.5M |
| Jane Street Group, LLC | 0.05% | Reduce -7.7% | 386,845 | $28.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.16% | Reduce -0.3% | 382,387 | $28.1M |
| Portland Investment Counsel Inc. | 8.22% | Reduce -17.9% | 380,100 | $27.9M |
| Forsta Ap-Fonden | 0.18% | Reduce -8.1% | 366,600 | $26.9M |
| Public Employees Retirement System of Ohio | 0.09% | Add +132.2% | 362,353 | $26.6M |
| Wells Fargo & Company | 0.01% | Reduce -9.5% | 345,370 | $25.4M |
| Godsey & Gibb, Inc. | 2.37% | Reduce -0.3% | 344,395 | $25.3M |
| Mn Services Vermogensbeheer B.V. | 0.17% | Reduce -1.4% | 336,100 | $24.7M |
| American Century Companies Inc. | 0.01% | Reduce -8.2% | 316,263 | $23.3M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -82.1% | 313,841 | $23.1M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +55.5% | 312,010 | $23.0M |
| Cardinal Point Capital Management ULC | 1.78% | Reduce -0.5% | 305,827 | $22.5M |
| Heathbridge Capital Management Ltd. | 8.69% | Reduce -0.8% | 294,800 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +152.4% | 289,489 | $21.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -5.4% | 282,064 | $20.7M |
| USS Investment Management Ltd | 0.13% | Add +1.8% | 277,316 | $20.4M |
| Macquarie Group Ltd. | 0.02% | Add +8.3% | 201,436 | $20.1M |
| Canerector Inc. | 11.36% | No change | 200,000 | $20.0M |
| Varma Mutual Pension Insurance Co | 0.15% | Reduce -6.5% | 271,198 | $19.9M |
| Coleford Investment Management Ltd. | 4.93% | Add +4.3% | 259,366 | $19.1M |
| Sienna Gestion | 1.27% | Add +11.0% | 274,559 | $18.4M |
| ASR Vermogensbeheer N.V. | 0.24% | Reduce -56.3% | 248,687 | $18.3M |
| Generali Asset Management SPA SGR | 0.41% | Reduce -1.4% | 181,040 | $18.1M |
| Investment Management Corp of Ontario | 0.25% | Reduce -2.4% | 237,450 | $17.4M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -15.0% | 230,140 | $16.9M |
| Crossmark Global Holdings, Inc. | 0.26% | Add +0.8% | 219,005 | $16.1M |
| Maryland State Retirement & Pension System | 0.35% | Reduce -1.7% | 216,943 | $16.0M |
| Swiss Life Asset Management Ltd | 0.09% | Reduce -1.5% | 203,503 | $15.0M |
| Utah Retirement Systems | 0.15% | No change | 197,427 | $14.5M |
| Creative Planning | 0.01% | Add +9.7% | 191,010 | $14.0M |
| HighTower Advisors, LLC | 0.02% | Add +1.1% | 183,507 | $13.5M |
| LPL Financial LLC | 0.00% | Add +23.9% | 179,848 | $13.2M |
| Janus Henderson Group PLC | 0.01% | Add +0.0% | 177,988 | $13.1M |
| Wellington Management Group LLP | 0.00% | Reduce -11.6% | 172,187 | $12.6M |
| American Assets Investment Management, LLC | 0.97% | No change | 165,000 | $12.1M |
| AXA S.A. | 0.03% | Add +253.7% | 164,172 | $12.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -9.6% | 157,613 | $11.6M |
| Lorne Steinberg Wealth Management Inc. | 2.87% | Add +0.2% | 149,177 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 148,658 | $10.9M |
| Lombard Odier Asset Management (Switzerland) SA | 0.54% | Reduce -4.5% | 144,532 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 132,042 | $9.7M |
| Man Group plc | 0.02% | Add +2.6% | 131,871 | $9.7M |
| Waratah Capital Advisors Ltd. | 0.65% | Add +31.9% | 130,683 | $9.6M |
| Claret Asset Management Corp | 1.21% | Reduce -0.8% | 126,730 | $9.3M |
| NewSquare Capital LLC | 0.69% | Add +4.6% | 127,916 | $9.3M |
| Genus Capital Management Inc. | 1.13% | Add +6.6% | 120,248 | $8.8M |
| Keystone Financial Planning, Inc. | 2.64% | Add +0.1% | 118,799 | $8.7M |
| Two Sigma Advisers, LP | 0.02% | New | 118,200 | $8.7M |
| Modera Wealth Management, LLC | 0.11% | Reduce -4.9% | 117,194 | $8.6M |
| Triasima Portfolio Management inc. | 1.55% | New | 115,690 | $8.5M |
| Gold Investment Management Ltd. | 3.18% | Add +1.2% | 114,797 | $8.5M |
| PCJ Investment Counsel Ltd. | 2.82% | Add +12.7% | 112,030 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +51.1% | 110,328 | $8.1M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.23% | Add +234.6% | 109,835 | $8.1M |
| Intech Investment Management LLC | 0.07% | Add +20.8% | 108,171 | $7.9M |
| XTX Topco Ltd | 0.33% | New | 106,991 | $7.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -7.8% | 104,053 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 102,563 | $7.5M |
| Cumberland Partners Ltd | 0.51% | Add +31.1% | 100,558 | $7.4M |
| Hennessy Advisors Inc. | 0.23% | No change | 95,200 | $7.0M |
| Van Eck Associates Corp. | 0.01% | Reduce -88.4% | 94,225 | $6.9M |
| Davis-Rea LTD. | 1.70% | Reduce -5.8% | 93,473 | $6.9M |
| M. Kulyk & Associates, LLC | 1.46% | Reduce -7.9% | 91,517 | $6.7M |
| Allianz Asset Management GmbH | 0.01% | Reduce -18.9% | 90,759 | $6.7M |
| Gulf International Bank (UK) Ltd | 0.23% | Reduce -11.5% | 89,316 | $6.6M |
| Westerkirk Capital Inc. | 0.80% | — | 88,571 | $6.5M |
| Mediolanum International Funds Ltd | 0.08% | Reduce -17.6% | 87,968 | $6.4M |
| Fiduciary Trust Co | 0.08% | Reduce -0.2% | 86,692 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +50.0% | 84,010 | $6.2M |
| Metis Global Partners, LLC | 0.16% | Add +8.6% | 82,841 | $6.1M |
| K.J. Harrison & Partners Inc | 1.00% | Add +0.1% | 82,198 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +20.5% | 80,839 | $5.9M |
| Quantinno Capital Management LP | 0.03% | Add +35.6% | 79,238 | $5.8M |
| Stablepoint Partners, LLC | 0.97% | Add +1.5% | 77,955 | $5.7M |
| Shell Asset Management Co. | 0.19% | Add +74.0% | 75,293 | $5.5M |
| SIG North Trading, ULC | 1.20% | Reduce -68.8% | 74,306 | $5.5M |
| Louisbourg Investments Inc. | 1.28% | Reduce -40.0% | 73,974 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.6% | 61,367 | $5.4M |
| JTC Employer Solutions Trustee Ltd | 0.50% | No change | 71,315 | $5.2M |
| DKRT Investments Corp. | 1.25% | — | 70,000 | $5.1M |
| Beaton Management Co. Inc. | 2.47% | Reduce -3.8% | 68,858 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +68.2% | 68,633 | $5.0M |
| Pacifica Partners Inc. | 1.91% | Reduce -0.4% | 64,452 | $4.7M |
| Cerity Partners LLC | 0.01% | Reduce -7.1% | 63,557 | $4.7M |
| Te Ahumairangi Investment Management Ltd | 0.81% | Add +3.3% | 61,351 | $4.5M |
| UNIVEST FINANCIAL Corp | 0.27% | Add +0.4% | 60,782 | $4.5M |
| Onex Canada Asset Management Inc. | 0.54% | Reduce -57.4% | 60,001 | $4.4M |
| Bridgewater Associates | 0.02% | Reduce -72.9% | 59,675 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -20.6% | 59,292 | $4.4M |
| Rempart Asset Management Inc. | 0.83% | Add +0.1% | 59,048 | $4.3M |
| Wolverine Trading, LLC | 0.11% | Add +8.7% | 58,935 | $4.3M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -1.4% | 57,023 | $4.2M |
| Mariner, LLC | 0.01% | Add +16.5% | 55,491 | $4.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.83% | Reduce -0.7% | 55,227 | $4.1M |
| Trust Co. of Vermont | 0.19% | Reduce -4.5% | 54,306 | $4.0M |
| Harvest Portfolios Group Inc. | 0.09% | Add +6.1% | 53,678 | $3.9M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.32% | Add +17.8% | 53,000 | $3.9M |
| Sustainable Insight Capital Management, LLC | 1.73% | Add +32.8% | 51,800 | $3.8M |
| Resources Management Corp. /CT/ | 0.51% | Reduce -11.8% | 51,329 | $3.8M |
| Auto-Owners Insurance Co | 0.08% | Add +4878.0% | 50,875 | $3.7M |
| Wasatch Advisors LP | 0.02% | Add +4.2% | 50,210 | $3.7M |
| HAP Trading, LLC | 1.56% | Add +112.8% | 48,917 | $3.6M |
| Welch & Forbes LLC | 0.04% | Reduce -17.4% | 47,010 | $3.5M |
| Cardinal Capital Management | 0.49% | Add +1.5% | 45,871 | $3.4M |
| Polar Asset Management Partners Inc. | 0.11% | New | 43,800 | $3.2M |
| Quadrature Capital Ltd | 0.05% | Reduce -96.5% | 43,266 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +20.9% | 42,190 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -11.6% | 42,084 | $3.1M |
| Value Partners Investments Inc. | 0.24% | Reduce -94.4% | 42,103 | $3.1M |
| Tacita Capital Inc | 1.96% | No change | 41,358 | $3.0M |
| Plato Investment Management Ltd | 0.22% | New | 40,872 | $3.0M |
| AQR Capital Management | 0.00% | Add +318.7% | 39,700 | $2.9M |
| Millennium Management | 0.00% | Reduce -57.1% | 38,903 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.6% | 38,822 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Add +152.6% | 38,576 | $2.8M |
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 38,206 | $2.8M |
| Creegan & Nassoura Financial Group, LLC | 1.80% | Reduce -9.1% | 37,755 | $2.8M |
| Delta Global Management LP | 0.18% | New | 36,928 | $2.7M |
| Quadrant Capital Group LLC | 0.10% | Reduce -21.1% | 36,820 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +15.3% | 37,156 | $2.7M |
| Tableaux LLC | 1.55% | Reduce -0.7% | 36,655 | $2.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.2% | 36,600 | $2.7M |
| Evelyn Partners Investment Management LLP | 0.08% | Reduce -0.3% | 35,899 | $2.6M |
| Quinn Opportunity Partners LLC | 0.22% | Reduce -78.1% | 35,000 | $2.6M |
| Baldwin Wealth Partners LLC | 0.17% | Reduce -24.8% | 34,875 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +15.5% | 34,493 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.0% | 34,384 | $2.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | No change | 34,383 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +1.2% | 33,674 | $2.5M |
| Rathbones Group PLC | 0.01% | Reduce -3.5% | 33,435 | $2.5M |
| Pathway Financial Advisers, LLC | 0.79% | Reduce -1.9% | 33,297 | $2.4M |
| Barclays PLC | 0.00% | Add +90.7% | 31,508 | $2.3M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -0.1% | 31,225 | $2.3M |
| Natixis | 0.01% | Add +5.7% | 30,858 | $2.3M |
| Dynamic Technology Lab Private Ltd | 0.30% | New | 30,291 | $2.2M |
| Claro Advisors Inc. | 0.36% | Reduce -5.0% | 29,976 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +3.6% | 27,511 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.2% | 27,136 | $2.0M |
| WealthTrust Axiom LLC | 0.57% | Reduce -7.9% | 26,511 | $1.9M |
| Capital World Investors | 0.00% | Add +39.8% | 26,426 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.5% | 26,447 | $1.9M |
| &partners | 0.01% | Add +21.3% | 25,920 | $1.9M |
| Vise Technologies, Inc. | 0.08% | — | 25,559 | $1.9M |
| Probity Advisors, Inc. | 0.33% | Add +1.8% | 25,484 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +2.0% | 25,459 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +76.4% | 25,290 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +43.8% | 24,521 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Reduce -3.9% | 24,970 | $1.8M |
| Weaver C. Barksdale & Associates, Inc. | 1.75% | Reduce -0.9% | 24,869 | $1.8M |
| IFG Advisory, LLC | 0.09% | Add +2.4% | 24,327 | $1.8M |
| PARK CIRCLE Co | 1.52% | Reduce -18.8% | 24,200 | $1.8M |
| Main Line Retirement Advisors, LLC | 1.00% | Add +1.2% | 23,842 | $1.8M |
| Applied Capital LLC | 1.30% | Reduce -0.4% | 23,760 | $1.7M |
| Family Legacy, Inc. | 0.57% | Reduce -0.1% | 23,698 | $1.7M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -1.9% | 23,662 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.2% | 23,300 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +8.3% | 23,186 | $1.7M |
| Hudson Portfolio Management LLC | 1.58% | Reduce -1.5% | 23,068 | $1.7M |
| LRI Investments, LLC | 0.14% | No change | 22,961 | $1.7M |
| denkapparat Operations GmbH | 1.33% | New | 22,600 | $1.7M |
| Highland Capital Management, LLC | 0.09% | Reduce -2.9% | 22,050 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.2% | 21,866 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.3% | 21,475 | $1.6M |
| US Bancorp \de | 0.00% | Add +8.0% | 21,241 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 21,110 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +9.9% | 20,886 | $1.5M |
| Henshaw Capital LLC | 0.06% | Add +17.4% | 20,855 | $1.5M |
| Nordwand Advisors, LLC | 0.24% | New | 20,800 | $1.5M |
| Investors Research Corp | 0.30% | Reduce -2.1% | 20,607 | $1.5M |
| Sumitomo Life Insurance Co. | 0.10% | Reduce -5.5% | 20,592 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -5.5% | 20,592 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Add +9.5% | 20,111 | $1.5M |
| Worldquant Millennium Advisors LLC | 0.01% | New | 20,075 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +237.0% | 19,925 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +26.9% | 19,847 | $1.5M |
| Plimoth Trust Co. LLC | 0.35% | Reduce -2.3% | 19,802 | $1.5M |
| Foster & Motley Inc. | 0.08% | Reduce -2.9% | 19,354 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +95.1% | 19,274 | $1.4M |
| O'Neil Global Advisors, Inc. | 0.32% | New | 18,688 | $1.4M |
| LVM Capital Management Ltd. | 0.14% | Reduce -9.0% | 18,456 | $1.4M |
| Rhumbline Advisers | 0.00% | Reduce -4.3% | 18,268 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +9.5% | 18,132 | $1.3M |
| Commons Capital, LLC | 1.01% | Add +1.2% | 18,117 | $1.3M |
| Greenfield Seitz Capital Management, LLC | 0.47% | Add +4.5% | 17,948 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -85.7% | 17,900 | $1.3M |
| Prudential PLC | 0.01% | New | 17,701 | $1.3M |
| Compound Planning, Inc. | 0.05% | Add +32.2% | 17,673 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 17,662 | $1.3M |
| Cardinal Capital Management, Inc. | 0.04% | No change | 17,320 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +6.6% | 17,159 | $1.3M |
| Daiwa Securities Group Inc. | 0.00% | No change | 16,830 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +5.6% | 16,416 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 16,412 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.6% | 16,112 | $1.2M |
| CenterBook Partners LP | 0.07% | Reduce -30.4% | 16,104 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -5.7% | 15,836 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.3% | 15,759 | $1.2M |
| Nebula Research & Development LLC | 0.10% | New | 15,669 | $1.2M |
| Sei Investments Co. | 0.00% | Add +28.7% | 15,457 | $1.1M |
| Balanced Rock Investment Advisors LLC | 0.87% | Add +0.8% | 15,110 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +4619.4% | 15,055 | $1.1M |
| Donaldson Capital Management, LLC | 0.04% | Add +3.7% | 15,020 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.1% | 14,939 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Reduce -1.2% | 14,736 | $1.1M |
| Syon Capital LLC | 0.07% | Add +5.4% | 14,337 | $1.1M |
| American Assets Inc. | 0.36% | No change | 15,000 | $1.0M |
| Bard Financial Services, Inc. | 0.12% | Reduce -32.3% | 13,920 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.2% | 13,605 | $999K |
| Forum Financial Management, LP | 0.02% | No change | 13,483 | $990K |
| First Citizens Bank & Trust Co. | 0.02% | Add +101.3% | 13,258 | $974K |
| Captrust Financial Advisors | 0.00% | Reduce -0.9% | 13,182 | $968K |
| ARS Wealth Advisors Group, LLC | 0.11% | No change | 13,120 | $964K |
| Prudential Financial Inc. | 0.00% | New | 12,892 | $946K |
| UMB Bank, n.a. | 0.01% | Reduce -7.7% | 12,757 | $937K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.0% | 12,684 | $932K |
| Fulton Bank, N.A. | 0.03% | No change | 12,390 | $910K |
| Avantax Advisory Services, Inc. | 0.00% | Add +43.0% | 12,040 | $884K |
| Silverlake Wealth Management LLC | 0.26% | Add +44.9% | 11,997 | $881K |
| Radnor Capital Management, LLC | 0.14% | Reduce -9.8% | 11,911 | $875K |
| HM Payson & Co. | 0.01% | Reduce -1.4% | 11,853 | $871K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +117.5% | 11,848 | $870K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 11,578 | $850K |
| Ballentine Partners, LLC | 0.01% | Add +2.1% | 11,559 | $849K |
| Natural Investments, LLC | 0.21% | Add +5.3% | 11,100 | $815K |
| ICONIQ Capital, LLC | 0.01% | Add +8.2% | 11,003 | $808K |
| Bridgewater Advisors Inc. | 0.06% | Add +1.9% | 10,994 | $808K |
| Quilter Plc | 0.01% | No change | 10,975 | $808K |
| Bleakley Financial Group, LLC | 0.02% | New | 10,833 | $796K |
| Affinity Capital Advisors, LLC | 0.13% | No change | 10,590 | $778K |
| Cherokee Insurance Co | 0.33% | No change | 10,395 | $765K |
| Savant Capital, LLC | 0.01% | Add +88.1% | 10,359 | $761K |
| Ti-Trust, Inc. | 0.50% | No change | 10,069 | $740K |
| Virtu Financial LLC | 0.04% | New | 9,868 | $725K |
| Burney Co./ | 0.02% | Reduce -0.4% | 9,631 | $707K |
| Guggenheim Capital LLC | 0.01% | Reduce -9.6% | 9,555 | $702K |
| Tidal Investments LLC | 0.00% | New | 9,454 | $694K |
| Glenmede Investment Management, LP | 0.00% | — | 9,423 | $692K |
| Atria Investments, Inc | 0.01% | Add +38.6% | 9,232 | $678K |
| CRA Financial Services, LLC | 0.10% | Add +0.8% | 9,215 | $677K |
| Capstone Investment Advisors, LLC | 0.01% | New | 9,198 | $676K |
| Walleye Capital LLC | 0.01% | Reduce -4.0% | 9,150 | $672K |
| Ieq Capital, LLC | 0.00% | New | 8,990 | $660K |
| Penobscot Investment Management Company, Inc. | 0.06% | Reduce -0.7% | 8,784 | $645K |
| Keybank National Association | 0.00% | No change | 8,680 | $638K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 8,627 | $634K |
| Danske Bank A/S | 0.00% | Add +9.3% | 8,602 | $630K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +9.1% | 8,562 | $629K |
| SkyOak Wealth, LLC | 0.13% | No change | 8,485 | $623K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +16.4% | 8,473 | $622K |
| Evergreen Capital Management LLC | 0.02% | Reduce -4.9% | 8,459 | $621K |
| LGT Group Foundation | 0.01% | No change | 8,300 | $611K |
| Callan Family Office, LLC | 0.02% | New | 8,179 | $601K |
| NewEdge Advisors, LLC | 0.00% | Add +25.3% | 8,039 | $590K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -1.7% | 8,025 | $589K |
| Ritholtz Wealth Management | 0.01% | Add +9.8% | 7,854 | $577K |
| Mystic Asset Management, Inc. | 0.14% | No change | 7,848 | $576K |
| Wolff Financial Management LLC | 0.15% | No change | 7,771 | $571K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 7,695 | $565K |
| State of Wyoming | 0.07% | Reduce -76.5% | 7,660 | $563K |
| PDS Planning, Inc | 0.04% | Add +9.7% | 7,639 | $561K |
| Enterprise Bank & Trust Co | 0.21% | No change | 7,622 | $560K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.7% | 7,610 | $559K |
| Main Street Financial Solutions, LLC | 0.04% | Add +87.4% | 7,560 | $555K |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 7,556 | $555K |
| Cwm, LLC | 0.00% | Reduce -1.5% | 7,410 | $544K |
| Versant Capital Management, Inc | 0.08% | Add +15.8% | 7,327 | $538K |
| Carnegie Lake Advisors LLC | 0.21% | Reduce -19.6% | 7,299 | $536K |
| FineMark National Bank & Trust | 0.02% | No change | 7,268 | $534K |
| Wesbanco Bank Inc. | 0.02% | No change | 7,195 | $528K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -91.4% | 7,154 | $525K |
| Old Port Advisors | 0.14% | Reduce -2.9% | 7,147 | $525K |
| Vident Advisory, LLC | 0.01% | Add +22.8% | 7,046 | $518K |
| Hanson & Doremus Investment Management | 0.07% | Reduce -60.2% | 7,027 | $516K |
| Walter Public Investments Inc. | 0.09% | No change | 7,000 | $515K |
| Checchi Capital Advisers, LLC | 0.04% | Add +3.2% | 7,003 | $514K |
| Brucke Financial, Inc. | 0.36% | Add +5.8% | 6,996 | $514K |
| World Investment Advisors | 0.01% | Add +43.8% | 6,915 | $508K |
| Qtron Investments LLC | 0.06% | New | 6,864 | $504K |
| Ethic Inc. | 0.01% | Reduce -5.5% | 6,926 | $503K |
| CW Advisors, LLC | 0.00% | Add +14.6% | 6,706 | $493K |
| Davis R M Inc. | 0.01% | Add +8.6% | 6,657 | $489K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 7,641 | $483K |
| Greenfield Savings Bank | 0.22% | Reduce -0.1% | 6,559 | $482K |
| Mgo One Seven LLC | 0.02% | Reduce -4.5% | 6,449 | $474K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +0.1% | 6,427 | $472K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -13.6% | 6,422 | $472K |
| Ranch Capital Advisors Inc. | 0.20% | Add +0.0% | 6,409 | $471K |
| Net Worth Advisory Group | 0.10% | Add +5.6% | 6,332 | $465K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -13.5% | 6,320 | $464K |
| Keynote Financial Services LLC | 0.31% | No change | 6,312 | $464K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -46.0% | 6,223 | $457K |
| TFG Advisers LLC | 0.15% | Reduce -5.0% | 6,074 | $446K |
| Johnson Investment Counsel Inc. | 0.00% | Add +7.1% | 6,035 | $443K |
| Cabot Wealth Management Inc. | 0.05% | No change | 6,032 | $443K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +14.5% | 6,005 | $441K |
| First Affirmative Financial Network | 0.23% | Reduce -18.4% | 5,986 | $440K |
| West Family Investments, Inc. | 0.11% | Add +63.7% | 5,918 | $435K |
| Wright Investors Service Inc. | 0.13% | Add +3.1% | 5,827 | $428K |
| Hemenway Trust Co LLC | 0.03% | Reduce -2.6% | 5,710 | $419K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,560 | $419K |
| Sky Investment Group LLC | 0.08% | Reduce -33.7% | 5,696 | $418K |
| Simplicity Wealth,LLC | 0.02% | New | 5,652 | $415K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.9% | 5,631 | $414K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.7% | 5,616 | $412K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +43.0% | 5,600 | $411K |
| Pines Wealth Management, LLC | 0.14% | Reduce -3.0% | 5,432 | $408K |
| SlateStone Wealth, LLC | 0.04% | No change | 5,544 | $407K |
| Asahi Life Asset Management Co., LTD. | 0.24% | New | 5,510 | $404K |
| Bennett Selby Investments LP | 0.14% | No change | 5,474 | $402K |
| Wealth Management Associates, Inc. | 0.16% | Add +0.4% | 5,461 | $401K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 5,423 | $398K |
| Baskin Financial Services Inc. | 0.03% | Reduce -12.7% | 5,399 | $397K |
| Boston Trust Walden Corp | 0.00% | Reduce -6.9% | 5,400 | $397K |
| Ascent Group, LLC | 0.02% | Add +26.8% | 5,383 | $395K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -11.4% | 5,333 | $392K |
| Manske Wealth Management | 0.13% | No change | 5,263 | $387K |
| Cypress Capital Group | 0.05% | Reduce -4.9% | 5,241 | $385K |
| Covenant Asset Management, LLC | 0.08% | Reduce -4.0% | 5,142 | $378K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.8% | 5,086 | $374K |
| Tower Bridge Advisors | 0.04% | No change | 5,065 | $372K |
| Grey Ledge Advisors, LLC | 0.09% | Reduce -0.2% | 5,065 | $372K |
| Alhambra Investment Management LLC | 0.18% | No change | 5,001 | $367K |
| Algert Global LLC | 0.01% | Add +17.4% | 5,005 | $367K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,929 | $362K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 4,910 | $361K |
| Boston Common Asset Management, LLC | 0.01% | New | 4,908 | $360K |
| Carrera Capital Advisors | 0.07% | New | 4,873 | $358K |
| Colonial Trust Co / SC | 0.05% | Add +0.1% | 4,860 | $357K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.9% | 4,849 | $356K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.7% | 4,793 | $352K |
| Blair William & Co. | 0.00% | Add +0.0% | 4,758 | $349K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.6% | 4,721 | $347K |
| Addison Advisors LLC | 0.09% | Reduce -8.7% | 4,701 | $345K |
| Global Retirement Partners, LLC | 0.01% | — | 4,680 | $344K |
| Fiduciary Group, LLC | 0.03% | No change | 4,644 | $341K |
| Edgestream Partners, L.P. | 0.01% | New | 4,644 | $341K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.3% | 4,614 | $339K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -10.8% | 4,560 | $335K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -84.1% | 4,552 | $334K |
| Powers Advisory Group, LLC | 0.15% | No change | 4,538 | $333K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.9% | 4,485 | $329K |
| Aprio Wealth Management, LLC | 0.04% | Add +16.6% | 4,484 | $329K |
| Sagard Holdings Management Inc. | 0.91% | — | 4,409 | $324K |
| Geneos Wealth Management Inc. | 0.01% | Add +88.2% | 4,398 | $323K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -82.1% | 4,286 | $315K |
| Wealthspire Advisors, LLC | 0.00% | Add +14.6% | 4,247 | $312K |
| Tudor Financial Inc. | 0.18% | No change | 4,240 | $311K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -2.3% | 4,223 | $310K |
| MFA Wealth Services | 0.23% | Add +1.0% | 4,220 | $310K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.0% | 4,219 | $310K |
| Cromwell Holdings LLC | 0.18% | Add +28.9% | 4,091 | $300K |
| Five Oceans Advisors | 0.13% | Add +11.2% | 4,091 | $300K |
| Bath Savings Trust Co | 0.03% | No change | 4,080 | $300K |
| Birch Financial Group, LLC | 0.24% | Reduce -0.2% | 4,052 | $298K |
| Independence Financial Advisors, LLC | 0.12% | No change | 4,046 | $297K |
| Coastline Trust Co | 0.03% | No change | 4,000 | $294K |
| GMT Capital Corp | 0.01% | No change | 3,960 | $291K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +12.8% | 3,951 | $290K |
| Merit Financial Group, LLC | 0.00% | New | 3,922 | $288K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,886 | $285K |
| Whittier Trust Co. | 0.00% | Reduce -12.7% | 3,795 | $279K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,762 | $276K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 3,719 | $273K |
| Empirical Asset Management, LLC | 0.08% | No change | 3,708 | $272K |
| Columbia Bank | 0.08% | No change | 3,650 | $270K |
| MAI Capital Management | 0.00% | Add +21.8% | 3,670 | $270K |
| Masso Torrence Wealth Management Inc. | 0.12% | Reduce -1.3% | 3,623 | $266K |
| Burns J W & Co. Inc. | 0.03% | Reduce -0.7% | 3,618 | $266K |
| CVA Family Office, LLC | 0.04% | No change | 3,617 | $266K |
| KCM Investment Advisors LLC | 0.01% | Reduce -23.6% | 3,612 | $265K |
| Old North State Wealth Management, LLC | 0.14% | Reduce -9.6% | 3,609 | $265K |
| WASHINGTON TRUST Co | 0.01% | Add +20.0% | 3,605 | $265K |
| Adirondack Trust Co. | 0.10% | No change | 3,562 | $262K |
| Means Investment Co., Inc. | 0.02% | Add +0.4% | 3,561 | $262K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,559 | $261K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -0.5% | 3,530 | $259K |
| Berger Financial Group, Inc | 0.02% | No change | 3,526 | $259K |
| Sivia Capital Partners, LLC | 0.09% | New | 3,521 | $259K |
| Citizens Financial Group Inc. | 0.00% | Add +2.1% | 3,518 | $258K |
| Shelton Capital Management | 0.01% | New | 3,492 | $256K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,459 | $254K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,455 | $254K |
| Parsons Capital Management Inc. | 0.02% | Reduce -31.7% | 3,448 | $253K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 3,402 | $250K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -28.1% | 3,325 | $244K |
| Independent Advisor Alliance | 0.01% | New | 3,279 | $241K |
| Calton & Associates, Inc. | 0.04% | Reduce -3.1% | 3,269 | $240K |
| Wealth Effects LLC | 0.09% | New | 3,258 | $239K |
| Williams Financial, LLC | 0.26% | Reduce -14.5% | 3,246 | $238K |
| Successful Portfolios LLC | 0.15% | New | 3,234 | $238K |
| Jacobi Capital Management LLC | 0.02% | Reduce -8.0% | 3,181 | $234K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,178 | $233K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 3,171 | $233K |
| Western Wealth Management, LLC | 0.01% | New | 3,155 | $232K |
| Allworth Financial LP | 0.00% | Add +19.3% | 3,151 | $231K |
| United Community Bank | 0.08% | Add +1.1% | 3,150 | $231K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,113 | $229K |
| Leo Wealth, LLC | 0.02% | New | 3,110 | $228K |
| Verition Fund Management LLC | 0.00% | New | 3,108 | $228K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,081 | $226K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -62.1% | 2,255 | $226K |
| Spire Wealth Management | 0.01% | Add +112.7% | 3,072 | $226K |
| WorthPointe, LLC | 0.09% | New | 3,062 | $225K |
| Northwest Capital Management Inc | 0.12% | No change | 3,050 | $224K |
| Clearstead Trust, LLC | 0.04% | Add +662.0% | 3,048 | $224K |
| Sax Wealth Advisors, LLC | 0.01% | New | 3,048 | $224K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,042 | $223K |
| Sowell Financial Services LLC | 0.01% | New | 3,037 | $223K |
| Bangor Savings Bank | 0.02% | No change | 3,026 | $222K |
| Corient IA LP | 0.13% | New | 3,000 | $220K |
| Bank of New Hampshire | 0.05% | No change | 2,996 | $220K |
| Riversedge Advisors, LLC | 0.04% | New | 2,994 | $220K |
| Commerce Bank | 0.00% | New | 2,981 | $219K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 2,963 | $218K |
| Arkadios Wealth Advisors | 0.01% | New | 2,956 | $217K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,953 | $217K |
| Fiduciary Financial Group, LLC | 0.04% | New | 2,916 | $216K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 2,890 | $212K |
| Kelleher Financial Advisors | 0.07% | New | 2,885 | $212K |
| Saturna Capital Corp. | 0.00% | New | 2,850 | $209K |
| Brown Shipley& Co Ltd | 0.12% | No change | 2,850 | $209K |
| Clarius Group, LLC | 0.01% | New | 2,847 | $209K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,812 | $207K |
| Breakwater Capital Group | 0.03% | New | 2,793 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -71.8% | 2,778 | $204K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 2,744 | $202K |
| Firestone Capital Management | 0.05% | New | 2,740 | $201K |
| Atlas Capital Advisors Inc. | 0.02% | New | 2,712 | $199K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -31.6% | 2,546 | $187K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.9% | 2,471 | $181K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -30.7% | 2,419 | $178K |
| Key Financial Inc | 0.03% | No change | 2,304 | $169K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,273 | $167K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -5.3% | 2,244 | $166K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +24366.7% | 2,202 | $162K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 2,088 | $153K |
| Crews Bank & Trust | 0.02% | No change | 2,070 | $152K |
| Capital Analysts, LLC | 0.01% | Reduce -2.7% | 2,076 | $152K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.8% | 2,063 | $152K |
| Lanark Financial, Inc. | 0.01% | Reduce -5.9% | 1,819 | $133K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.4% | 1,641 | $121K |
| Trust Co | 0.01% | Reduce -8.9% | 1,630 | $120K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,600 | $118K |
| Asset Planning,Inc | 0.09% | No change | 1,557 | $114K |
| Barometer Capital Management Inc. | 0.03% | Reduce -74.3% | 1,133 | $112K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,371 | $101K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,361 | $100K |
| Huntington National Bank | 0.00% | No change | 1,333 | $98K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,295 | $95K |
| Private Trust Co. NA | 0.01% | Add +126.0% | 1,270 | $93K |
| LOM Asset Management Ltd | 0.03% | — | 1,252 | $92K |
| Tompkins Financial Corp. | 0.01% | No change | 1,200 | $88K |
| Hilltop National Bank | 0.02% | — | 1,121 | $82K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,118 | $82K |
| Traub Capital Management LLC | 0.08% | — | 1,105 | $81K |
| Arax Advisory Partners | 0.00% | Add +54.1% | 131 | $79K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +1.1% | 1,075 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -25.6% | 1,051 | $77K |
| Pandora Wealth, Inc. | 0.05% | No change | 1,004 | $74K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.1% | 1,003 | $74K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,000 | $73K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,133 | $70K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 934 | $69K |
| Byrne Asset Management LLC | 0.05% | No change | 929 | $68K |
| Kimelman & Baird, LLC | 0.01% | No change | 883 | $65K |
| Fifth Third Bancorp | 0.00% | Add +4.3% | 853 | $63K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -10.3% | 823 | $60K |
| American Capital Advisory, LLC | 0.03% | No change | 801 | $59K |
| Citizens National Bank Trust Department | 0.01% | No change | 800 | $59K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +5.1% | 727 | $53K |
| Larson Financial Group LLC | 0.00% | Add +66.6% | 713 | $52K |
| Brentview Investment Management LLC | 0.02% | No change | 671 | $49K |
| Caitong International Asset Management Co., Ltd | 0.04% | Reduce -72.0% | 670 | $49K |
| Tobam | 0.02% | Add +44.5% | 490 | $49K |
| Mascoma Wealth Management LLC | 0.01% | No change | 644 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.7% | 627 | $46K |
| 2UniFi Bank | 0.03% | No change | 605 | $44K |
| Mb, Levis & Associates, LLC | 0.02% | No change | 600 | $44K |
| Cape Investment Advisory, Inc. | 0.02% | New | 600 | $44K |
| Community Bank, N.A. | 0.01% | Reduce -37.5% | 594 | $44K |
| ORG Partners LLC | 0.01% | No change | 568 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -10.8% | 561 | $41K |
| Caldwell Trust Co | 0.00% | No change | 561 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 541 | $40K |
| VSM Wealth Advisory, LLC | 0.01% | New | 537 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Add +660.9% | 525 | $38K |
| McIlrath & Eck, LLC | 0.00% | Reduce -78.4% | 517 | $38K |
| Colonial Trust Advisors | 0.00% | Reduce -29.2% | 515 | $38K |
| First Financial Corp. | 0.02% | No change | 500 | $37K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 500 | $37K |
| Logan Capital Management Inc. | 0.00% | No change | 496 | $36K |
| St Germain D J Co. Inc. | 0.00% | No change | 486 | $36K |
| CoreCap Advisors, LLC | 0.00% | Add +45.5% | 480 | $35K |
| Richardson Financial Services Inc. | 0.02% | New | 463 | $34K |
| Sierra Ocean, LLC | 0.02% | Add +40.1% | 458 | $34K |
| Millstone Evans Group, LLC | 0.02% | No change | 450 | $33K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -9.8% | 442 | $32K |
| Park Square Financial Group, LLC | 0.02% | Add +102.3% | 437 | $32K |
| Lazard Asset Management LLC | 0.00% | Reduce -9.9% | 436 | $32K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 431 | $32K |
| Quaker Wealth Management, LLC | 0.01% | — | 428 | $31K |
| Park Place Capital Corp | 0.01% | No change | 419 | $31K |
| First PREMIER Bank | 0.01% | No change | 400 | $29K |
| Smithfield Trust Co | 0.00% | No change | 376 | $28K |
| Eastern Bank | 0.00% | No change | 338 | $25K |
| Bfsg, LLC | 0.00% | Reduce -5.7% | 332 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Add +167.5% | 329 | $24K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $24K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 324 | $24K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 320 | $23K |
| V-Square Quantitative Management LLC | 0.00% | New | 308 | $23K |
| Valley National Advisers Inc. | 0.00% | Reduce -56.5% | 287 | $21K |
| NBT Bank, N.A. | 0.00% | No change | 284 | $21K |
| Assetmark, Inc. | 0.00% | Add +7.6% | 282 | $21K |
| Piscataqua Savings Bank | 0.02% | Add +90.6% | 263 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 258 | $19K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 254 | $19K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 245 | $18K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 244 | $18K |
| Financial Perspectives, Inc | 0.01% | No change | 238 | $17K |
| Westside Investment Management, Inc. | 0.00% | New | 235 | $17K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 235 | $17K |
| NFSG Corp | 0.00% | Add +40.2% | 230 | $17K |
| Blue Trust, Inc. | 0.00% | Reduce -83.1% | 222 | $16K |
| MTM Investment Management, LLC | 0.01% | New | 218 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 216 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 211 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 200 | $15K |
| Ancora Advisors LLC | 0.00% | New | 200 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +69.2% | 198 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 178 | $13K |
| Hartford Financial Management Inc. | 0.00% | Reduce -98.3% | 176 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 175 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 174 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 215 | $11K |
| City State Bank | 0.00% | No change | 153 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | New | 150 | $11K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 151 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +6.7% | 143 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 142 | $10K |
| Penserra Capital Management LLC | 0.00% | No change | 144 | $10K |
| Centricity Wealth Management, LLC | 0.01% | No change | 136 | $10K |
| Leonteq Securities AG | 0.00% | Reduce -67.2% | 98 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 129 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 123 | $9K |
| Concord Wealth Partners | 0.00% | No change | 113 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $7K |
| Highline Wealth Partners LLC | 0.00% | Add +190.9% | 96 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 82 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | New | 81 | $6K |
| Parkside Financial Bank & Trust | 0.00% | New | 78 | $6K |
| Brooklyn Investment Group | 0.00% | Reduce -16.3% | 77 | $6K |
| Optiver Holding B.V. | 0.00% | New | 77 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 59 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 53 | $4K |
| Rossby Financial, LCC | 0.00% | New | 51 | $4K |
| Zions Bancorporation, National Association | 0.00% | Reduce -1.9% | 51 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 49 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 47 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 33 | $2K |
| Rise Advisors, LLC | 0.00% | New | 30 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 27 | $2K |
| TD Capital Management LLC | 0.00% | Add +3.9% | 27 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 22 | $2K |
| Main Street Group, LTD | 0.00% | No change | 14 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 25 | $1K |
| CX Institutional | 0.00% | No change | 15 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 12 | $882 |
| WPG Advisers, LLC | 0.00% | No change | 12 | $881 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $735 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 8 | $588 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -99.6% | 6 | $441 |
| High Note Wealth, LLC | 0.00% | No change | 6 | $441 |
| Kilter Group LLC | 0.00% | New | 5 | $368 |
| Blume Capital Management, Inc. | 0.00% | New | 4 | $294 |
| West Oak Capital, LLC | 0.00% | New | 200 | $147 |
| Burkett Financial Services, LLC | 0.00% | No change | 2 | $147 |
| Atwood & Palmer Inc. | 0.00% | No change | 2 | $147 |
| Cheviot Value Management, LLC | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is TD's weight in each manager's 13F, not the share of Toronto-Dominion Bank the manager owns.